Issue Responsibility/Comments Date Complete
Are aisle ways next to equipment large enough to accommodate mini-cranes?
Are roads and gates designed to accommodate construction cranes?
Are waste sumps located near the edge of plot?
Are we required by [Client] to allow space for functional expansions of facility?
Does building and equipment layouts provide for prefabrication areas adjacent to work areas and / or performed in the same general area?
Does design provide for direct access ways / aisles to minimize tripping / congestion hazards and provide escape routes during emergencies?
Does design provide for visitor access separate from operations?
Does plot plan and equipment arrangement contingency allow for late delivery of large equipment so that other work can proceed and late arrival equipment can be set when delivered?
During the development of the equipment arrangement, are we using available supplier information and involvement?
Has design determined best location of controls to match operator areas and provide view of equipment?
Has design provided wider than needed pipe ways and alleyways to accommodate such items as protruding valve stems, manifolds, and fire hoses?
Has plot plan been developed to accommodate temporary construction facilities as well as permanent support facilities?
Has rigging specialist reviewed plot plan / equipment arrangement to ensure heavy lifts can be made?
Have plot plans and equipment arrangements been reviewed by construction and maintenance?
Have we arrange equipment as close to the flow logic as possible by grouping equipment by process system?
Have we arranged equipment to minimize length of pipe racks and pipe runs?
Have we considered centralizing vessels in single location to maximum use of large construction equipment?
Have we considered maintenance requirements when designing permanent walkways, ladders, stairways, platforms, and elevators?
Have we considered size of existing maintenance equipment when establishing equipment heights and locating equipment above grade?
Have we consolidated and/or limited those areas which need hearing protection?
Have we designed surge stations into multi-process production lines to reduce sensitivity to exactly matching production rates?
Have we grouped electrical equipment in the least hazardous areas?
Have we grouped equipment so that mass excavation can be minimized and earthwork can be balanced?
Have we located any hazardous materials yellow line area compactly and continuously near edge of facility?
Have we located new equipment away from existing equipment to minimize use of
"Hot Work" permits where possible?
EPC Master Checklist
Have we maximized arrangement of equipment to facilitate construction sequencing within the operational parameters?
Have we maximized the grouping of equipment so that large common foundation mats can be used?
Have we maximized underground utilities on above ground equipment locations?
Is plot plan / equipment arrangement oriented to best utilize existing infrastructure and minimize cost of electrical and piping tie-ins?
Is plot plan and equipment arrangement equipment consistent with module / skid delivery with full or partial modular program?
Verify that equipment is located so that it is not shielded from fire monitors and is accessible for firefighting equipment?
Verify that plot plan/equipment arrangement and construction sequencing will not close haul routes for heavy equipment due to height, width, length and weight restrictions?
Verify that we have eliminated or minimized pump locations and other equipment located under pipe ways or restricted access?
Verify that we have eliminated or minimized pump locations and other equipment located under pipe ways or restricted access?
When will equipment arrangement be frozen?
Plumbing (TOC)
Issue Responsibility/Comments Date Complete
Are air or water tests of plumbing, drainage and venting systems correctly performed, and care is taken so as not to over pressurize the components tested?
Are backwater valves located for ready accessibility to their working parts?
Are cleanout clearances per specification?
Are cleanouts located per specification?
Are correct joints utilized for the intended service?
Are fittings on the drainage system in conformance to the type of piping used?
Are fittings set level and properly aligned?
Are floor drains per specification?
Are floor outlet fixtures rigidly secured to floor by screws or bolts?
Are hangers and anchors securely attached to the building construction?
Are interceptors and separators installed in accordance with specification?
Are joints and connections gastight and watertight?
Are joints that offer obstruction to flow through the drain prohibited?
Are pipefittings in accordance with the specification?
Are piping, joints, and connections gastight and or watertight?
Are plumbing bulk materials and components properly, handled, stored and maintained prior to installation?
Are plumbing fixtures installed to afford easy access for cleaning?
Are plumbing systems in accordance with the specification and or the applicable plumbing codes?
Are relief vents installed per specification?
Are required trap signs maintained?
Are roof gutters are sized properly?
Are that increasers and reducers used per specification?
Are the increasers and reducers properly sized for the intended use?
Are traps installed according to specifications?
Are traps properly installed?
Are vent pipes through a roof terminated at least 6 inches above the roof?
Are vent terminals properly located?
Are waste outlets of the required size?
Are water closets and urinals of the specified type?
Are we observing that prohibited traps are not substituted for required traps?
Are w-hung bowls supported so that no strain is transmitted to the closet connection?
Do backwater valves have capacity at least of the capacity of the pipe in which they are installed?
Does sewer pipe remain waterproof if in the same trench as the water-service pipe?
Is distance of traps to fixtures per specification?
Is each vent terminal made watertight with proper flashing?
Is horizontal drainage piping installed at the required slope?
Is horizontal piping supported to keep it in alignment and to prevent sagging?
Is joining of piping and fittings that are dissimilar metals that corrode each other, done with non-conducting dielectric connections?
Is maintenance data, spare parts lists, locations of valves and installation instructions for plumbing systems included in the turnover package?
Is minimum diameter of underground drainage piping maintained?
Is minimum number of each type of fixture per specification?
Is no drainage or plumbing system covered until it is inspected and tested?
Is piping in accordance with the specification?
Is safety eyewash plumbing system in accordance specification?
Is size of cleanouts per specification?
Is soil or waste pipes protected from freezing temperatures?
Is storm water not drained into sewers intended for sewage only?
Is type of piping, joints and connections the proper components for the intended
EPC Master Checklist
service?
Is vertical pipe supported per specification?
Is water piping underground the proper distance from buildings and of the type required in the specifications and governing code?
Is welding of plumbing systems in accordance with applicable specification or local code?
Procurement (TOC)
Issue Responsibility/Comments Date Complete
Are approvals for subcontracts and purchase orders received from Legal? Were they received prior to making first commitment?
Are bidders called before bid packages go out on subcontracts to ascertain their real interest in bidding?
Are bidders required to attend a pre-bid walk through at the site prior to submitting a bid to see existing conditions, logistics, work area, etc?
Are bids analyzed before signing, that subcontract is providing the right number of competent field personnel to administer fieldwork?
Are blanket orders set up for permanent and temporary office supplies?
Are budget amounts disclosed?
Are carrier activities reviewed to ensure compliance with the company's Export Compliance Manual?
Are concerned parties notified of the company's intent to file a claim, if required?
Are contract carriers notified of shipment of hazardous materials?
Are documents for hand carried materials, equipment, software verified to ensure compliance with export regulations where a license is required?
Are dollar limits per contractor procedures Authorization Matrix or executive approved deviation?
Are early material needs discussed and ordered?
Are equipment/material shipments to destination monitored and are the material tracking system updated?
Are freight estimates, including tax implications and compliance, documented and reviewed by management, in accordance with the signatory matrix, to ensure the inclusion of required information and that the calculations are correct?
Are Freight Forwarder's activities tracked to ensure that activities are within contract and company guidelines?
Are interface responsibilities defined in each contract?
Are invoices approved within the appropriate signature authority?
Are Invoices for transport covered by matrix transport rates verified for correctness prior to paying the invoice?
Are invoices for transport, customs clearance, export packing, handling, etc. not covered by a matrix of rates verified against the quotation, previously approved by the project, to ensure validity of invoices?
Are invoices reviewed to ensure invoices are accompanied by supporting documentation?
Are jobsite work rules reviewed in detail with subcontractor at mobilization meeting?
Are local area phone books ordered?
Are -long lead material identified?
Are master agreements and justifications documented where single/sole sourcing is required by the contract or government legislation?
Are material status meetings conducted on a regular basis?
Are minutes of Pre-bid/Pre-award meetings and clarifications meetings part of subcontracts?
Are monthly physical audits of Freight Forwarder's freight cost, third party invoices and movement records performed?
Are Over, Short, Damage, Quarantine reports and Master OSDQ logs reviewed and investigated?
Are packing, marking and documentation instructions prepared to ensure compliance with project procedures, specifications, and governmental regulations?
Are performance requirements clearly stated in subcontracts?
Are post-bid review meetings documented, distributed and filed for contract commitments?
Are pre-bid meetings documented and distributed with a bulletin?
Are priorities for shop-fabricated piping established and approved by construction?
Are record keeping requirements for temporary import established and approved by management and [Client]?
Are records maintained for imported goods and/or components on temporary import?
Are records of certification documents kept stating that chartered vessels or planes meet insurance and warranty criteria?
Are standard visiting hours for vendors set up?
Are Subcontract / Vendor "As-Built" drawings and Turnover Packages tied to a specific payment milestone?
Are Subcontract agreements used for major equipment packages with field installation involved?
Are subcontractor bids analyzed by planning to ascertain adherence to the over schedule including float for contingencies?
Are subcontractor's bids required to be returned to [Client] or the contractor?
Are subcontractors required to name [Client] as an additionally named insured on an
EPC Master Checklist
insurance certificate?
Are subcontractors‘ nameplate signs ordered for the main gate?
Are technical assistance requirements outlined in purchase order for erection, start-up and run-in of equipment?
Are there an specialties such as elevators, laboratory equipment, cafeteria equipment that is out of norm for ordering
Are there any national agreements with [Client] and/or contractor?
Are there payment "Holdback" terms in purchase orders with equipment suppliers to ensure compliance with document requests?
Are there tax incentives for procuring locally?
Are unit prices secured on subcontracts for additions and deletions?
Are valve manufacturers providing care and protection procedures for gland packing, soft seats, etc.?
Are variances in freight costs between actual and estimated reviewed by management via quarterly verify estimate and material differences investigated appropriately?
Are vendor representatives scheduled for onsite presence during their equipment installation? Is this part of their contract?
Are vendors properly documenting any corrective action?
Are vendors scheduled for startup? Is this part of their purchase order?
Are vessels required to ship with lifting lugs located so that vessels do not have to be rolled / re-oriented at site?
Are warranties understood with regard to actual duration? When does warranty period for each piece of equipment start?
Are we coordinating the purchase of refractory materials with construction so that fresh materials are being used?
Are we following up on a regular basis for major subcontracts and orders while they are in the bidding cycle to make sure we are going to receive bids?
Are we receiving partial release of liens by subcontractors? Are we receiving the same from each subcontractors sub tier contractors?
Do bid specifications require that supplier / vendor design and provide any special lifting beams for equipment or components required for lifts?
Do change orders for subcontractors follow the Change Management Process of contractor procedures?
Do construction procedures prohibit anyone to work on a module or vendor furnished items without written permission from Vendor?
Do Logistics Specialists review and track progress of carrier performance monthly?
Do Logistics Specialists review and track progress of logistic services suppliers weekly?
Do purchase orders and subcontracts reflect site-specific requirements?
Do purchase orders instruct vendors to display NEC code requirements clearly on skids?
Do purchase orders require that vendors place center of gravity and shipping weight on vessels, particularly horizontal equipment?
Do purchase orders require vendors ship bolts, gaskets, etc. with equipment for construction, commissioning and startup?
Do purchase orders require vendors to provide erection procedures for compressors, pumps, stacks, or any special lifting requirements?
Do purchase orders specify Code compliance requirements?
Do request for bid documents that a pre-bid / pre-award job walk and constructability meeting are required for the project?
Do subcontracts include a provision for contractor to attend the weekly contractor interface meetings to coordinate activities among various contractors and to discuss progress?
Do subcontracts include detailed schedule?
Do the detailed schedules in the contract packages have sufficient detail so that the contractor's price can include a commitment to schedule?
Do the same general and special conditions apply to purchase orders that apply to contracts?
Do the terms and conditions of purchase orders and subcontracts clearly stipulate the reporting requirements for the project?
Do we have a listing of the trucking firms that serve the immediate area, names, addresses, phone numbers
Do we have bidder qualification sheets on suppliers?
Do we have included in purchase order that may require supplier representatives, hourly rate clauses?
Do we have preferred supplier list?
Do we have rental rates per the contract?
Do we know road-bonding requirements (state, county, and city)?
Do we require shop assembly fabricators to do match marking and dismantling of equipment that may have fit-up problems?
Does [Client] have any preferred bidders for the project?
Does [Client] want to get buy back agreements on blanket orders?
Does [Client] want us to secure equal commodity bids?
Does Buyer process purchase orders only when an authorized bid tabulation sheet is received in accordance with delegated authority as documented in the List of Delegated Authorities?
Does each subcontract contain a Labor Rate Schedule for each labor classification? ? Does each subcontract include responsibility for supply and maintenance of temporary
EPC Master Checklist
facilities?
Does each subcontract-include clauses that allow different pricing methods for changes.
Does equipment vendor selection bid analysis include total installed costs?
Does procurement require that suppliers are furnished a list of priorities for supply and delivery?
Does project have a Shop Inspection Program implemented?
Does project have an equipment database for procurement and expediting including?
Does Project Manager approve requisitions?
Does Project Plan instruct Procurement of the appropriate actions regarding transit insurance required?
Does purchase order indicate that supplier skids will be inspected prior to leaving shop?
Does purchase order require and inspection of finish painting of vessels and equipment in vendor's shop?
Does purchase order require bill of materials and supplier's drawings for equipment be supplied prior to or at time of equipment delivery?
Does purchase order require specific markings for vessel internal materials such as balls, clips, trays and sheds?
Does purchase order require that flange protection is provided during shipping, storage and installation of vessels?
Does purchase order require that skid mounted equipment has adequate framing to prevent warping during shipment?
Does purchase order specify that documentation from test run results becomes a permanent part of supplier documentation?
Does purchase order specify that major equipment skids such as turbines with lube oil systems are integrated as part of the skid so that oil flush can be performed in the shop?
Does purchase order specify that shipping attachments and temporary bracing are clearly market for removal after erection?
Does purchase order specify that vendors are to test run new equipment at the factory?
Does purchase order specify the need for jacking pockets for shipping saddles so non-hydraulic trailers can be used?
Does shop inspection include a review of each piece of equipment to ensure as much work as possible is completed by vendor?
Has a blanket order release log set up and implemented?
Has a construction team reviewed and verified the completeness of the Scope of Work for each
Has a fair cost estimate developed for each bid package?
Has a list developed for general lead times for commodities?
Has consideration been given to schedule deliveries of weather sensitive equipment and materials within reasonable periods of construction needs?
Has design, procurement and construction been involved and approved the contracting strategy?
Has determination been made to fabricate pipe spools on or off site?
Has procurement aligned scope development, pre-bid, post-bid, award and final contract language to each bid package?
Has procurement conducted contracting alignment meetings between engineering, procurement and construction during the kickoff period of the project?
Has procurement considered direct procurement of critical materials in lieu of subcontractors purchasing? .
Has project implemented of a supplier-expediting program?
Has the analysis for piping fabricators taken into context strongly enough the proven ability to meet required schedules and fabrication accuracy, as well as price basis?
Has the coordination taken place between engineering, construction and controls as to contracting strategy?
Has the project completed a project approved Bidder's List?
Has the project developed and implemented a claims avoidance plan?
Has the subcontracting strategy been established?
Have we completed a risk analysis on ordering valves early from the non-approved P&ID's against potential schedule delays?
Have we considered vessel grouping for fabrication so that we have the option of going to one supplier and/or a geographical location?
Have we determined long lead items for procurement and their delivery durations?
Have we developed a delivery sequence listing parametered by estimated order/delivery dates - to prioritize long lead items and purchasing sequencing?
Have we established a drawing distribution system to ensure that new or revised drawings are delivered to the contractors in a timely manner without causing delays to the work?
Have we implemented a subcontractor evaluation program?
How are making certain that meeting notes become a part of the contract as an addendum?
How are purchase orders approved?
How are we verifying equipment flange boltholes for correct orientation/straddle of centerline at shop, especially on foreign made equipment?
How are you assuring bids are in on time?
How are you assuring bids are in on time?