Copyright © 2005 by Jacobs Engineering Group Inc.
All rights reserved. The contents of this document are proprietary and produced for the exclusive benefit of Jacobs
Macro Phase Map - Chemical Process Industry (CPI)
PHASE
PHASE 1
OPPORTUNITY
ANALYSIS
PHASE 3
PROJECT
DEFINITION
PHASE 4
DETAILED DESIGN /
PROCUREMENT
PHASE 5
CONSTRUCTION
PHASE 6
START-UP
PHASE 7
CLOSEOUT
PHASE 2
CONCEPTUAL
DESIGN
1. Identify business opportunity 2. Assess market
3. Identify and evaluate options 4. Obtain key supplier input 5. Analyze risk and impacts
(sociological, technological, economic, political, environmental) 6. Initiate Project Execution Strategy 7. Identify Gate Keeper
1. Select team and align to project objectives
2. Confirm preferred concepts, Design Basis and scope with client 3. Complete alternative analyses and
testing studies
4. Develop concept(s) into preliminary scope documents
5. Identify regulatory and permitting requirements
6. Initiate environmental impact assessment
7. Conduct constructability and safety reviews, and initiate modular studies
8. Initiate Project Execution Plan including work sharing and modular opportunities, PQP
9. Identify long lead/critical equipment 10. Initiate geotechnical studies
1. Align team to project objectives 2. Confirm project objectives: scope,
cost, schedule, etc.
3. Translate project concept into preliminary engineering and design documents
4. Conduct design reviews for constructability, safety, maintainability and operability 5. Finalize purchase order and
contract terms and conditions 6. Prepare to procure critical and long
lead equipment/materials 7. Prepare applications for necessary permits/licenses 8. Finalize modular application plans 9. Gate Keeper freezes scope
1. Align team to project objectives 2. Initiate change management 3. Procure, expedite, and inspect
equipment and materials 4. Manage vendor data
5. Develop and issue construction documents (IFC)
6. Coordinate internal and external interfaces
7. Conduct design reviews (constructability, safety,
maintainability, operability, etc.) and incorporate into the design 8. Obtain regulatory authority
approval (e.g. FDA, environmental)
1. Align team to project objectives 2. Procure construction equipment,
materials and construction services 3. Develop detailed, integrated project
schedule
4. Manage construction site safety and environmental programs 5. Review submittals
6. Coordinate site activities 7. Manage QA/QC program 8. Manage labor relations program 9. Construct facilities in accordance
with contract requirements 10. Continue change management 11. Red line construction documents 12. Achieve construction turn over 13. Provide technical support
1. Select and align team to project objectives
2. Coordinate inspections by regulatory authorities
3. Plan sequential testing and start-up of completed facilities
4. Assist with operator training 5. Record changes to construction
documents
6. Continue change management 7. Complete Pre-startup Safety
Review
8. Provide technical support
1. Conduct Lessons Learned sessions and compile for total project
2. Close purchase order and contract accounts
3. Assemble and archive project files 4. Return all client assets
5. Resolve any claims or disputes 6. Resolve any warranty issues 7. Obtain final acceptance certificate
and final payment
8. Prepare project benchmarking data and feed back into system 9. Prepare final cost accounting 10. Conduct Operability Assessment
KEY
ACTIVITIES
Ongoing activities: Progress Reports, Client Expectations, CSIPS, Client Surveys, Quality Audits and Measurements, Cost and Schedule Control, TIC Trending, Execution & Reporting of Jacobs VEPS/Innovation, Jacobs Value Plus, Lessons Learned
KEY
DELIVERABLES
Close-out may occur at the end of any phase
PHASE
OVERLAPS
Opportunity Analysis Conceptual Design Project Definition Detailed Design/Procurement Construction Start-up CloseoutOBJECTIVES
Identify potentially beneficial businessopportunity and perform initial analysis, scoping and Order of Magnitude Estimate to determine whether opportunity is worth further investigation.
Select best of identified project approaches, analyze concept(s) and prepare Study Cost Estimate, to confirm project viability.
Finalize technology, project objectives, process and design scope definition, major equipment pricing and Project Execution Plan to support a Budget Cost Estimate and funding request.
Manage, coordinate and perform design activities and equipment procurement necessary for procurement,
construction, commissioning and start-up.
Mobilize and manage the construction forces and perform other activities including procurement necessary to construct the facility in accordance with the construction documents.
Perform commissioning and operating activities required to achieve design performance levels.
Perform regulatory, contractual, archival and Jacobs required activities to close the project in an orderly fashion.
1. Project Objectives 2. Phase 1 Report:
- Market Study
- Definition & Evaluation of Options -Alternative Analysis & Test Study Plan for Developmental Projects - Regulatory and Permitting
Requirements Evaluation - Order-of-Magnitude Cost Estimate
(+50% to -30%)
- Economic Analysis - Risk Analysis
- Project Execution Strategy - Milestone Schedule 3. Recommendations for Path
Forward
1. Updated Project Objectives 2. Project Execution Plan 3. Project Procedures 4. Process Description
5. Process Design Guide & Criteria 6. Design Safety & Environmental Plan 7. Preliminary Site Plan & Plot Plan,
PFDs, H&M Balance, Prelim. Building Sizes, Material Selection for Equipment and Pipe, Equipment List with Process Design Data, Long Lead / Critical Path Equipment Data Sheets, Preliminary Motor List 8. Control Systems Philosophy 9. Utility Summary & Infrastructure
Requirements 10. Level II EPC Schedule 11. Study Estimate (+30% to -20%)
12. Overall Economic Analysis 13. Phase 2 Report
14. Recommendations for Path Forward
15. Catalyst & License Agreement
1. Updated Project Objectives 2. Updated Project Execution Plan 3. Updated Project Procedures 4. Updated Process Description 5. Design Basis
6. Site & Plot Plans, Equipment Location Plans, Preliminary Piping Layout Model (All lines on P&IDs), PFDs & H&M Balance (IFD), Material Selection Diagrams, Process & Utility P&IDs (IFD), Building Plans & Elevations, Equipment List & Data Sheets, Line Lists, Tie-in List, Fire Protection Rqmnts (for est.), Electrical Single Lines, Motor List, Area Classes, Control Systems Index & Specifications for Special Instrument or Control Rqmnts, Geotechnical Report.
7. Requests for Quotes & Bid/Bid Tab (Maj. Eq.)
8. Purchase Requisitions (Maj. Eq.) 9. Appropriate Regulatory and
Permitting Documents
10. Resource Loaded EPC Schedule 11. Budget/Control Estimate (+10% to - 5%)
12. Updated Economic Analysis
1. Updated Project Objectives 2. Updated Project Execution Plan 3. Updated Project Procedures 4. Request for Quotes & Bids/Bid Analysis
5. Purchase Order Documentation 6. Construction Documents (IFC) 7. Control Systems Programs/
Software
8. Appropriate Permit Applications 9. Detailed, Resource Loaded
Construction Schedule 10. Project Data Books 11. Change Control Documents 12. Vendor Data
13. Subcontract Technical Documents and Packages
1. Procurement/Contract Documents 2. Updated Project Execution Plan 3. Updated Project Procedures 4. Construction Permits
5. Safety Program and Documentation 6. Updated Construction Schedule 7. Constructed Facility
8. QA/QC and Check-out/Completion Documentation
9. Red Line Documentation (As-Builts)
10. Change Control Documents 11. Turnover of Spare/Change Parts 12. Turnover Documentation
1. Commissioning/Start-up Plan and Procedure
2. Start-up Schedule
3. Operating, Maintenance and Training Manuals
4. Record Documentation (Completed As-Builts)
5. Pre-start-up Safety Review Report 6. Facility Operating at Specifications 7. Performance Plan and Test
Documents
1. Closeout Plan 2. Project Closure Notice 3. Final Project Report 4. Project Completion Report 5. Lessons Learned 6. Warranty File 7. Archive Log
8. Final Acceptance Documents 9. Final Invoice
Phase 1
Phase 2
Phase 3
Phase 4
Front End Loading
Concept Set & Constructability
Review
Formal Constructability
Review
Opportunity Analysis
Conceptual Design
Project Definition
Detail Design / Procurement
Class of Plant (V-13) Process Simplification (V-18) Energy Optimization (V-15) Design to Capacity (V-4) Operability & Maintainability Customized Standards & Specifications (V-14)
Predictive Maintenance (V-16) Order of Magnitude Cost Estimate PFD Development Study Cost Estimate P & ID / PFD Development through IFD Definitive Cost Estimate Value Engineering (V-11)
Constructability & Modular Studies (V-3) Technology Selection (V-19) PDRI Assessment (V-9) PDS Modeling (V-21) PDRI Assessment (V-9) or IPA Evaluation
P & ID / Detailed Design Development through IFC
Constructability Validated Change Management (V-22)
Client Expectations (V-1), Client Surveys (V-2), Project Execution Planning (V-5), Interactive Planning (V-6), Lessons Learned (V-7), Team Alignment (V-8), Owner's Objectives (V-10), Value Plus (V-12)
SM
Process Reliability Modeling (V-17) Waste Minimization (V-20)
Jacobs Value Enhancing Practices
- Intentional Innovation Process
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGN
DISCIPLINES
SUPPLY
MANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS
(EXTERNAL)
PROCESS
ENGINEERING/
ENVIRON-MENTAL
OTHERS
(INTERNAL)
PROJECT
MANAGEMENT/
SERVICES
CLIENT
Process See Glossary for explanation ofŸ Business Objectives Ÿ Client Information Ÿ Phase I - Plan - Budget - Schedule - Deliverables Ÿ Report Ÿ Recommendations Ÿ Phase 2 Cost Estimate (Pro-Services)
Opportunity Analysis
Ÿ Market Study Ÿ Definition & Evaluationof Options
Ÿ Alternative Analysis & Test Study Plan Ÿ Regulatory & Permitting Evaluation Ÿ Order of Magnitude Cost Estimate Ÿ Economic Analysis Ÿ Risk Analysis Ÿ Project Execution Strategy Ÿ Milestone Schedule Ÿ Drawings Ÿ Documents Selected Options Purchase Order/ Contract Market Study Yes No List of Options § Business Opportunity Identified § Objectives Defined Opportunity Evaluation Initiated § Business Objectives § Client Expectations Established § Team Alignment § Lessons Learned Review § Identify Gate Keeper Options Analyzed & Screened Market Study Prepared Evaluation Completed & Execution Strategy Developed § Sociological § Technological § Economic § Political § Environmental Phase 1 Report Completed Proceed ? 1-9 To Phase 2 Task 2-1 Stop or Recycle 1-8 1-7 1-6 1-4 1-2 1-1 Ongoing Activities § Client Survey § Accounting Quality Accounting V2 M2 P310 M1 M5 V8 V1 V10 V5 P100 P131 P132 Authorization V19 Options Identified § Technology Selection Initiated 1-3 Pilot Plant Studies V7 To Phase 2 Task 2-2 1-10 Selected Options Developed 1-5
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGN
DISCIPLINES
SUPPLY
MANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS
(EXTERNAL)
PROCESS
ENGINEERING/
ENVIRON-MENTAL
OTHERS
(INTERNAL)
PROJECT
MANAGEMENT/
SERVICES
CLIENT
Process See Glossary for explanation ofPreliminary Documents: Ÿ Site Plan
Ÿ Plot Plan
Ÿ Preliminary Building Sizes Ÿ PFDs
Ÿ Material Selection for Equipment and Pipe Ÿ H&M Balance Ÿ Equipment List Ÿ Motor List
Ÿ Control System Philosophy Ÿ Utility Summary
Ÿ Infrastructure Requirements Ÿ Catalyst/Chemicals Summary
Conceptual Design
Process Design Guide & Criteria
Ÿ Class of Plant Ÿ Capacity Ÿ Product
Ÿ Site Design Criteria/Data DS&E Plan § Selected Concepts - Process - Technology - Layouts § Economic Evaluation Process Design Alternatives
Request for Prices
From Phase 1 Task 1-9 To Phase 2 Task 2-10 To Phase 2 Task 2-11 Phase Initiated § Select Team § Strategy/Kick Off Meetings § Client Expectations § Class of Plant § Project Execution Planning § Interactive Planning § Team Alignment § Phase 1 Data and
Plant Data Validation § Lessons Learned DS&E Plans Developed Design Basis Developed Concepts Developed, Simulated, Screened & Selected § Technology Selection § Relative Economic Evaluation Conceptual Design Prepared § Discipline Designs § Design to Capacity § Process Simplification Completed § Initiate Process Reliability Modeling § Modular Studies and Constructability Initiated § Energy Optimization § Waste Minimization § Commissioning / Start-Up Plan Initiated Alternative Analysis Completed § Technology § Licensing § Market Study § Pilot Plant Testing § Economics 2-3 2-5 2-1 2-7 2-2 2-6 Ongoing Activities § Client Survey § Accounting Quality Accounting V2 M2 P310 M1 M5 Ongoing: § Cost Mgt. § Cost Trending § Value Plus § Schedule Mgt. § Reports § Lessons Lrnd. V7 V12 M3 M10 M6 P100 P131 P133 M13 V1 V5 V10 V6 V8 V7 P100 P202 P201 V4 P203 P204 Authorization Long Lead / Critical Path Equipment Material Plan Developed 2-9 V18 V13 V19 V19
Long Lead / Critical Path Equipment Data Sheets
V3 V17 Technology Licensor Proposal 2-4 P131
Ÿ Project Execution Plan - Project Objectives Updated Ÿ Phase 2:
- Budget and Schedule - Deliverables List - Project Procedures V15 V20 To Phase 3 Task 3-8 Initiate Geotechnical Studies 2-8 Request for Geotechnical Studies Request for Proposals From Phase 1 Task 1-10 P350 Safety Safety
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGN
DISCIPLINES
SUPPLY
MANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS
(EXTERNAL)
PROCESS
ENGINEERING/
ENVIRON-MENTAL
OTHERS
(INTERNAL)
PROJECT
MANAGEMENT/
SERVICES
CLIENT
Process See Glossary for explanation of§ Regulatory and Permitting Requirements Identified § Environmental Impact Asse s s m e n t Initiated § Project Execution Plan & Procedures Developed § Project Schedule Developed - Interactive Planning § Receipt of Client Specifications § Customized Standards & Specifications Initiated § Preliminary
Project Site & Labor Studies Developed Ÿ Cost Estimate Ÿ Basis of Estimate Ÿ Economic Analysis Ÿ Report Ÿ Path Forward
Conceptual Design
Concept Permitting Information Ÿ Capital Costs Ÿ Operating Data Concept Agreement Regulatory AuthorityŸ Critical Path Equipment Sizing
Ÿ Requests for Prices
Phase 2 Technical Documents From Phase 2 Task 2-7 From Phase 2 Task 2-9 To Phase 3 Task 3-1 Stop or Recycle Reviews Held for: § Constructability § Design For Safety § Design Documents § Operability § Maintainability § Commissioning/ Start-Up § Study Cost Estimate (+30% to -20%) Prepared - IPA FEL Assessment or
- PDRI Phase 2Report
Completed Major Equipment Priced Information Reviewed 2-10 2-11 2-14 2-16 2-12 2-15 Ongoing Activities § Client Survey § Accounting Quality Accounting V2 M1 P310 M2 M5 Ongoing: § Cost Mgt. § Cost Trending § Value Plus § Schedule Mgt. § Reports § Lessons Lrnd. V7 V12 M3 M10 M6 P100 P131 P133 M13 V3 P201 M4 V9 P132 Preliminary Documents Proceed ? 2-18 Yes No Authorization V20 P203 Ÿ Study Estimate Basis Ÿ Project Execution Plan Ÿ Project Procedures Ÿ Project Schedule 2-13 P131 V6 P100 V5 V14 Safety Safety
Project Execution Plan
§ Corporate / Business Goals § Project Objectives § Scope of Work § Risk Management Plan § Organization Plan § Milestone Schedule § Contracting Plan § JVEPSM Plan § Constructability Plan § Design Management Plan § Supply Management Plan § Construction Mgmt Plan § Startup Management Plan § Environmental Plan § Cost Management Plan § Schedule Management Plan § Project Quality Plan § Safety Management Plan § Information Management Plan § Special Factors Management
Plan Reference Only Phase 2 Pass Gate Review and Approval 2-17 P350
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGN
DISCIPLINES
SUPPLY
MANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS
(EXTERNAL)
PROCESS
ENGINEERING/
ENVIRON-MENTAL
OTHERS
(INTERNAL)
PROJECT
MANAGEMENT/
SERVICES
CLIENT
Process See Glossary for explanation ofMajor/Long Lead Equipment Specs/ Data Sheets
Project Definition
Request for Bids Technical Data Permit Package Preliminary Applications Preliminary Process DesignPhase 3 Design Documents
Ÿ Site Plan Ÿ Plot Plan
Ÿ Preliminary Piping Layouts of All Lines on P&IDs (One-Line 3-D Modeled on Sketches) Ÿ Building Plans & Elevations Ÿ PFDs
Ÿ Material Selection Diagrams Ÿ H&M Balance
Ÿ Process & Utility P&IDs, (Rev. C IFD)
Ÿ Equipment List
Ÿ Data Sheets & Specifications for Equipment Ÿ Line List Ÿ Tie-in List From Phase 2 Task 2-17 To Phase 3 Task 3-15 Phase Initiated § Strategy/Kick Off Meetings § Client Expectations § Project Execution Planning § Interactive Planning § Team Alignment § Phase 2 Data
& Plant Data § Lessons Learned § Commission-ing / Start-Up Planning § Major Equip. Defined § Design Basis Updated § Preliminary Process Design Completed § Discipline Design Specification Defined § Initiate CAE Activities § Process Reliability Modeling Completed Major/Long Lead Equipment Bids and Alliance Quotes Requested Major/Long Lead Equipment Bids and Alliance Quotes Prepared § Project Definition Finalized § Project Execution Plan Updated Environmental Permit Applications Completed To Phase 3 Task 3-11 To Phase 4 Task 4-5 To Phase 3 Task 3-14 3-4 3 - 1 3-10 3-9 3-6 3-7 Authorization Major/Long Lead Equipment Bids Ongoing: § Cost Mgt. § Cost Trending § Value Plus § Schedule Mgt. § Reports § Lessons Lrnd. V7 V12 M3 M10 M6 P100 P131 P133 Ongoing Activities § Client Survey § Audits § Accounting Quality Accounting V2 M1 P310 M2 P320 M5 M12 V8 V1 V6 V7 V5 V10 P131 V4 P202 M13 P401 P100 § Value Engineering § P&IDs Reviewed § Plot Plans Reviewed V15 V20 V14 Process License Received 3-5 License Data Process License Process License Application Process License Granted V16
Ÿ Project Execution Plan - Updated Project Objectives Ÿ Phase 3: - Budget - Schedule - Estimate Plan - Deliverables List - Project Procedures 3-2 3-3 § Reviews Held For: - Safety - Process Hazard - Operability - Constructability - Maintainability -Reliability -Commissioning § Preliminary 3D Model Internal Review for Major Equipment Layout/Piping § Cursory Stress Analysis for Critical Equipment Completed 3-8 P201 V3 V5 P100 V21 V11 V17 Rev. B P&IDs & Plot Plans Rev. A P&IDs and Plot Plan Safety Safety From Phase 2 Task 2 - 8 V21 Review Comments
§ Electrical Single Lines § Motor List
§ Area Classification § Control System Index &
Specifications for Special Instruments or Control Requirements
§ Fire Protection Requirements for Estimate
§ Geotechnical Report § Hydraulic Study § Process Control Scheme § Updated Project Execution Plan
P350 P310 P205 P207 P204 P203 P134 P100 P205 P207 P204 P203 P134 P100
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGN
DISCIPLINES
SUPPLY
MANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS
(EXTERNAL)
PROCESS
ENGINEERING/
ENVIRON-MENTAL
OTHERS
(INTERNAL)
PROJECT
MANAGEMENT/
SERVICES
CLIENT
Process See Glossary for explanation ofProject Definition
Funding Request Yes Ÿ Phase 3 Design Documents IFD Ÿ Project Execution PlanNo Ÿ Budget Cost Estimate Ÿ Updated Basis of Estimate Ÿ Updated Economic Analysis Ÿ Resource Loaded EPC Project Schedule From Phase 3 Task 3-9 From Phase 3 Task 3-7 To Ph. 4, 5, 6 4 -1, 5-1, 6-1 Stop or Recycle Approved ? 3-19 § Definitive Cost Estimate (+10% to - 5%) Completed
§ PDRI or IPA FEL
Asse s s m e n t
§ Process Risk, Cost &
Schedule Risk Analysis Completed § Project Schedule Develope d - Interactive Planning § Scope Frozen § Change Management Initiated § Commissioning /
Start-Up Plan Updated
Preliminary Engineering Phase Report Completed Funding Requested 3-16 3-18 3-14 Requests for Bids Ÿ Bids Ÿ Prices Basis of Estimate and MTOs Completed Critical Equipment/ Materials Bids and Alliance Quotes Requested 3-12 Critical Equipment/ Materials Bids and Alliance Quotes Prepared 3-13 3-11 Major/Long Lead Equipment Bids/ Alliance Quotes Ÿ Data Sheets Ÿ Specifications Ÿ Quantities Ongoing Activities § Client Survey § Audits § Accounting Quality Accounting V2 M1 P310 M2 P320 M5 M12 Ongoing: § Cost Trending § Cost Mgt. § Value Plus § Schedule Mgt. § Reports § Lessons Lrnd. V7 V12 M3 M10 M6 P100 P133 P131 M13 P403 P131 P132 V9 V6 M4 Quantities Ÿ Phase 3 Design Documents IFD Ÿ Project Execution Plan
Authorization
Phase III Pass Gate Review and Approval From Phase 3 Task 3 10 Preliminary Environmental Applications Evaluated 3-15 To Phase 4 Task 4 - 14 3-17 P134 V22 Safety Preliminary Applications Ÿ Report Ÿ Recommendations
Project Execution Plan
§ Corporate / Business Goals § Project Objectives § Scope of Work § Risk Management Plan § Organization Plan § Milestone Schedule § Contracting Plan § JVEPSM Plan § Constructability Plan § Design Management Plan § Supply Management Plan § Construction Mgmt Plan § Startup Management Plan § Environmental Plan § Cost Management Plan § Schedule Management Plan § Project Quality Plan § Safety Management Plan § Information Management Plan § Special Factors Management
Plan Reference Only P401 P402 P205 P402 P401
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGN
DISCIPLINES
SUPPLY
MANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS
(EXTERNAL)
PROCESS
ENGINEERING/
ENVIRON-MENTAL
OTHERS
(INTERNAL)
PROJECT
MANAGEMENT/
SERVICES
CLIENT
Process See Glossary for explanation ofReviews Completed: § Discipline Design § Design For Safety - HAZOP § 3D Model Reviews § Operations & Maintenance § Commissioning / Start-Up Phase Initiated § Strategy/Kick Off Meetings § Client Expectations § Project Execution Planning § Interactive Planning § Team Alignment § Phase 3 Data Validation § Lessons Learned
Detailed Design/Procurement
Ÿ Project Execution Plan - Updated Project
Objectives
Ÿ Turnover Systems List Ÿ Phase 4: - Budget - Schedule - Deliverables List - Project Procedures IFD Technical Documents Permits Permit Application Approved Vendor Data Design Documents Ÿ Construction Documents Ÿ Approved Vendor Data Ÿ Control System Software Purchase Orders Constructability Recommendations Equipment/Material Requisitions Request for Bid Major/Long Lead Equipment Bids Vendor Data Authorization From Phase 3 Task 3-19 From Phase 3 Task 3-7 To Phase 4 Task 4-19 To Phase 4 Task 4-16 To Phase 5 Task 5-12 Equipment/ Material Bids Prepared Equipment/ Materials Purchased Vendor Data Expedited and Obtained Vendor Data Prepared External Design Completed Constructability Validated
Environmental and Building Permit Applications Approved by
Regulatory Authorities Environmental and Building Permit Application Completed 4-13 4-6 4-15 4-8 4-14 4-4 4-5 4-7 4 - 9 Ongoing Activities § Client Survey § Audits § Accounting Quality Accounting P310 P320 V8 V1 V6 V7 V5 V10 4-1 P401 P401 P202 P407 P500 V3 Permit Package V21 Major/Long Lead Equipment Bids Ongoing: § Cost Mgt. § Change Mgt. § Value Plus § Schedule Mgt. § Reports § Lessons Lrnd. V7 V12 M3 M10 M6 P100P131 P133 M13 P135 P134 V22 § P&IDs Finalized § MOC Initiated Rev. 0 IFC P&IDs Vendor Data 4-11 Detailed Design Input Finalized 4-2 From Phase 3 Task 3-15 M8 4 - 12 Bids HAZOP Report Equipment / Materials Requisitions Prepared and Bids Requested 4-3 Client Reviews Completed 4-12 Discipline Detailed Design Completed P204 P205 P403 P134 P203 P207 Model Interdiscipline Design Squad Checks 4-10 P203 P350 P201 P131 P202 P100 P310 V2 M1 M2 M5 M12 Safety
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGN
DISCIPLINES
SUPPLY
MANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS
(EXTERNAL)
PROCESS
ENGINEERING/
ENVIRON-MENTAL
OTHERS
(INTERNAL)
PROJECT
MANAGEMENT/
SERVICES
CLIENT
Process See Glossary for explanation ofProject Data Books Expediting & Inspection Data
Detailed Design/Procurement
Ÿ Construction Documents Ÿ Vendor Data Ÿ Control System Software Equipment, Materials Ÿ Construction Documents Ÿ Approved Vendor Data Ÿ Control System SoftwareApproved Vendor Data
Project Data Books From Phase 4 Task 4-10 To Phase 6 Task 6-2 To Phase 5 Task 5-5, 9, 10 To Phase 5 Task 5-2 To Phase 5 Task 5-12 Material & Equipment Expedited & Inspected Equipment/ Materials Manufactured Project Data Books and Electronic Files Received Project Data Books and Electronic Files Prepared From Phase 4 Task 4 - 7 4-17 4-16 4-20 4-21 Ongoing Activities § Client Survey § Audits § Accounting Quality Accounting P407 P408 Subcontract Technical Documents Prepared & Packages Assembled Ongoing: § Cost Mgt. § Change Mgt. § Value Plus § Schedule Mgt. § Reports § Lessons Lrnd. V7 V12 M3 M10 M6 P100P131 P133 M13 P135 P134 V22 4-19 Ÿ RequisitionsŸ Subcontract Packages
Project Execution Plan
§ Corporate / Business Goals § Project Objectives § Scope of Work § Risk Management Plan § Organization Plan § Milestone Schedule § Contracting Plan § JVEPSM Plan § Constructability Plan § Design Management Plan § Supply Management Plan § Construction Management Plan § Startup Management Plan § Environmental Plan § Cost Management Plan § Schedule Management Plan § Project Quality Plan § Safety Management Plan § Information Management Plan § Special Factors Management
Plan Reference Only Construction Readiness Reviews 4-18 P310 P320 P500 V2 M1 M2 M5 M12 Safety
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGN
DISCIPLINES
SUPPLY
MANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS
(EXTERNAL)
PROCESS
ENGINEERING/
ENVIRON-MENTAL
OTHERS
(INTERNAL)
PROJECT
MANAGEMENT/
SERVICES
CLIENT
Process See Glossary for explanation ofŸ Requisitions Ÿ Contract Packages Ÿ Resources Ÿ Infrastructure Ÿ Materials & Equipment Ÿ Contractor Drawings Ÿ Project Execution Plan
Ÿ Safety Program Ÿ QA/QC Plan Ÿ Schedule Ÿ Budget Ÿ Project Procedures Ÿ Mobilization Plan Ÿ Staffing Plan
Ÿ Construction Equipment Plan Ÿ Subcontract Plan
Ÿ Labor Relations Program Ÿ Vendor Support Plan for Construction and Start-up
Turn Over Packages Permits
Construction
From Phase 4 Task 4-10 Construction Contracts Integrated Construction Schedule Start-up Schedule Ÿ Construction Documents Ÿ Vendor Data Ÿ Control System Programs Requests for Bids Bids Authorization Contractor Schedules Regulatory Authorities From Phase 3 Task 3-19 From Phase 4 Task 4-18 Construction Subcontracts and Bids Requested Construction Contracts Awarded Construction Bids Prepared From Phase 6 Task 6 - 1 § Integrated Construction Schedule Prepared § Start-up Sequence Finalized § Vendor Schedule for Construction and Start-up Finalized To Phase 6 Task 6-2 Construction Start NotifiedSite Set Up & Mobilized Site Safety Plan
Initiated Permits Awarded To Phase 5 Task 5-12 Contractor Submittals Reviewed § Contractor Design Completed § Field Materials & Equipment Procured § Site Preparation Initiated Turn Over Packages Prepared To Phase 5 Task 5-12 To Phase 5 Task 5 - 12 To Phase 5 Task 5-12 To Phase 5 Task 5-12 5-10 5-7 5-8 5-9 5-6 5-5 5-2 5-4 5-3 Regulatory Authorities Phase Initiated § Kick Off Meetings § Client Expectations § Project Execution Planning § Construction Readiness Review § Interactive Planning § Team Alignment § Phase 5 Input Data Validation § Lessons Learned § Permit Applications Completed § ing / Start-Up Plan Updated V8 V1 V6 V7 V5 V10 P131 P202 P100 5-1 P405 P401 P405 P202 P408 P409 P401 P407 Ongoing: § Cost Mgt. § Change Mgt. § Value Plus § Schedule Mgt. § Reports § Lessons Lrnd. § QA/QC § Safety Mgt. § Rework V7 V12 M3 M10 M6 P100P131 P133 M13 P135 P134 Ongoing Activities § Client Survey § Audits § Accounting Quality Accounting P310 P320 M9 V22 M8 P500 P403 P350 P500 P500 P131 P500 V2 M1 M2 M5 M12
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGN
DISCIPLINES
SUPPLY
MANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS
(EXTERNAL)
PROCESS
ENGINEERING/
ENVIRON-MENTAL
OTHERS
(INTERNAL)
PROJECT
MANAGEMENT/
SERVICES
CLIENT
Process See Glossary for explanation ofQueries and Responses
Construction
Permits Integrated Construction Schedule Ÿ Test and Acceptance Reports Ÿ Construction/ Client Punch List Ÿ Mechanical Completion Documentation Ÿ Spare and Change PartsŸ Construction Turnover Certificate Ÿ Mechanically Complete Facility
Equipment,
Materials Red Line
Documents
Regulatory Authorities
Turn Over Packages
Ÿ Material & Equipment Ÿ Contractor Drawings Ÿ Resources Ÿ Infrastructure From Phase 5 Task 5-6 RFIs Answe r e d From Phase 5 Task 5-10 From Phase 5 Task 5-9 From Phase 5 Task 5-5 From Phase 4 Task 4-16 From Ph. 4, 5 Task 4-15, 5-7 Facility Constructed To Phase 6 Task 6-2 § Construction Check-out Completed by Package or System § Demobilization Initiated § Facility or System Mechanically Completed
§ Spare and Change
Parts Assembled
§ Facility or system
care, custody and control presented to client To Phase 6 Task 6-5 5-12 5-11 5-13 5-14 Constructed Facility To Phase 6 Task 6-4 From Phase 6 Task 6-4 PSSR Request Ongoing: § Cost Mgt. § Change Mgt. § Value Plus § Schedule Mgt. § Reports § Lessons Lrnd. § QA/QC § Safety Mgt. § Rework V7 V12 M3 M10 M6 P100 P131 P133 M13 P135 P134 M8 Ongoing Activities § Client Survey § Audits § Accounting Quality Accounting P310 P320 M8 M9 M9 PSSR Punch List V22 CCC Approved ? 5-15 Recycle Packages Yes No M9 Project Execution Plan
§ Corporate / Business Goals § Project Objectives § Scope of Work § Risk Management Plan § Organization Plan § Milestone Schedule § Contracting Plan § JVEPSM Plan § Constructability Plan § Design Mgmt Plan § Supply Mgmt Plan § Construction Mgmt Plan § Startup Mgmt Plan § Environmental Plan § Cost Mgmt Plan § Schedule Mgmt Plan § Project Quality Plan § Safety Mgmt Plan § Information Mgmt Plan § Special Factors Mgmt Plan
Reference Only P500 P501 P500 V2 M1 M2 M5 M12
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGN
DISCIPLINES
SUPPLY
MANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS
(EXTERNAL)
PROCESS
ENGINEERING/
ENVIRON-MENTAL
OTHERS
(INTERNAL)
PROJECT
MANAGEMENT/
SERVICES
CLIENT
Process See Glossary for explanation ofConstruction Contracts Start-up Schedule Trained Operators
Start-up
Red Line Construction Documents Project Data Books Facility Operating On Feed-stock Updated Construction Document Mark-ups PSSR From Phase 3 Task 3-19 From Phase 4 Task 4-19 From Phase 5 Task 5-12 Documents Prepared To Phase 5 Task 5-6 From Phase 5 Task 5-4 Pre-Start-up Safety Review Completed From Phase 5 Task 5-15 § Facility Precom-missioning Completed § Engineering Check-out Completed Feed-stock Supply To Phase 6 Task 6-7 To Phase 6 Task 6-8 6-2 Operators Trained 6-4 6-5 6 - 6 Ÿ Construction Turnover Certificates Ÿ Mechanically Complete Facility Authorization Ÿ Commissioning/Start-up Plan Ÿ Performance Plan Ÿ Performance Test Docs Ÿ Safety Action Plan Ÿ Operating Plan Ÿ Training, Operation andMaintenance Manuals Ÿ Updated Construction Documents (As-Builts) Ÿ Staffing Plan Ÿ Start-up Program Ÿ Start-up Schedule Ÿ Safety Program Ÿ Budget 6-3 Process Feed-stock From Phase 5 Task 5-13 To Phase 5 Task 5-14 Start-up Phase Initiated § Kick Off Meetings § Client Expectations § Project Execution Planning § Team Alignment § Prior Phase Data Validation § Lessons Learned § Commission-ing / Start-Up Planning V8 V1 V7 V5 V10 P100 P202 P131 6-1 Ongoing: § Cost Mgt. § Change Mgt. § Schedule Mgt. § Reports § Lessons Lrnd. P100 P131 P133 P134 Ongoing Activities § Client Survey § Accounting Quality Accounting P310 PSSR Request PSSR Punchlist Precommissioned Facility P202 To Phase 7 Task 7-2 § Facility Commissioned § Facility Start-up Completed 6-6 V2 M1 M2 M5 V7 M3 M6 M10 V22 Safety Safety Safety Safety
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGN
DISCIPLINES
SUPPLY
MANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS
(EXTERNAL)
PROCESS
ENGINEERING/
ENVIRON-MENTAL
OTHERS
(INTERNAL)
PROJECT
MANAGEMENT/
SERVICES
CLIENT
Process See Glossary for explanation ofStart-up
Facility Operating on Feed-stock Performance Test Certificate Record Documents Acceptance Documentation Updated Construction Document Markups (As-Builts) Accepted Facility Regulatory Authority Approving Occupancy / Acceptance From Phase 6 Task 6-6 From Phase 6 Task 6-6 Record Documents Created Performance Test Completed Facility Accepted Long Term Commercial Performance Commenced To Phase 7 Task 7-3 & 7-4 To Phase 7 Task 7-4 6-9 6-8 Ongoing Activities § Client Survey § Accounting Quality Accounting P310 Ongoing: § Cost Mgt. § Change Mgt. § Schedule Mgt. § Reports § Lessons Lrnd. V7 P100 P131 P133 P134 6-7 6-10 M7 P100 M7 P202 M3 M6 M10 V2 M1 M2 M5Cross-Functional Map - Chemical Process Industry (CPI)
DESIGN
DISCIPLINES
SUPPLY
MANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS
(EXTERNAL)
PROCESS
ENGINEERING/
ENVIRON-MENTAL
OTHERS
(INTERNAL)
PROJECT
MANAGEMENT/
SERVICES
CLIENT
Process See Glossary for explanation ofCloseout Plan
Closeout
Acceptance Documentation Lessons Learned Record Documents Receipt Procurement & Contract RecordsOutstanding Warranty Issues
From Phase 6 Task 6-5 Prior Phase Completions § Final EPC Survey Obtained § Lessons Learned Conducted § Lessons Learned Compiled From All Phases Project Closeout Planned Purchase Orders & Contracts Closed Data Assembly & Compilation Completed From Phase 6 Task 6-7 Documentation Received Files Archived Warranty Issues Resolved Final Acceptance Made Financial & Contractual Close Out Completed Finish Ÿ Benchmarking Data Ÿ Final Accounting Ÿ Project Closure Notice Ÿ Final Acceptance Certificate Ÿ Retention Release Ÿ Final Payment Final Acceptance Request Ÿ Data/Document Files Ÿ Archive Log
Ÿ Project Completion Report Ÿ Final Project Report Ÿ Record Documents Ÿ Warranty File Ÿ Client Assets 7-8 7-2 7-3 7-1 7-4 7-6 7-7 7-9 7-5 Ÿ Lessons Learned Ÿ Final Client Survey
P100 M1 M5 P100 P202 P404 P405 P100 M2 V2 V7 P100 P310 Operability Asse s s m e n t Survey Conducted (Future) From Phase 6 Task 6-9 Precommissioning Documents Safety Accounting P401 P100 P202 P100 P401 P404 P405 IS
Glossary
Chemical Process Industry (CPI)
Definitions and Conventions
CCC Care, Custody and Control IS Information Systems cGMP Current Good Manufacturing
Practices
MOC Management of Change CII Construction Industry Institute MTO Material take-off
CPI Chemical Process Industries P&ID Piping and Instrumentation Diagram CSIP Client Satisfaction Improvement
Plan
PDRI Project Definition Rating Index DS&E Design Safety and Environmental PFD Process Flow Diagram E Environmental PI-SOP Process industries Standard
Operating Procedure EU European Union PSSR Pre-Start-Up Safety Review FEL Front End Loading PQP Project Quality Plan
H&M Heat and Material QA/QC Quality Assurance/Quality Control HAZOP Hazard and Operability RFI Request for Information
IFC Issue for Construction S Safety
IFD Issue for Design VIP Value Improving Practice IPA Independent Project Analysis VEP Value Enhancing Practice
CLARIFICATIONS
FUNCTIONS
ABBREVIATIONS
PROCESS INDUSTRIES STANDARD OPERATING PROCEDURES
JACOBS VALUE ENHANCING PRACTICES
SM(JVEPs
SM)
MEASURES
EPC Representation: The map is constructed to represent a single EPC (engineer, procure,
construct) project handled by Jacobs in its entirety. However, each phase closely represents the work process used when only that phase is handled by Jacobs.
Sales Excluded: For simplicity, the sales function, including proposals, presentations and
negotiations, is excluded.
Support Groups Excluded: For clarity, the support groups, such as accounting, human resources,
legal and information systems, are generally not shown.
Owner/Management Involvement: Ongoing involvement by the owner and project management
and others to perform their management and supervisory roles is not shown, but is implied in all steps.
Activity Assignment: Activities have been assigned to the phases in which they most logically
belong. For example, start-up document preparation is a phase 6, Start-up, activity even though its preparation may commence during phase 4, Engineering.
Phases: Phases have been defined as portions of a project (a) generally considered by clients to be
discrete scopes of work, (b) generally ending with a decision point and (c) often awarded to different firms (e.g. detailed design and construction to different companies). Phases frequently overlap, e.g. construction commences before detailed design is complete. Therefore, a phase 5, Construction, activity can start before phase 4, Engineering, activities are all complete.
CLIENT All client functions including management, engineering, operations, maintenance, etc.
PROJECT MANAGEMENT/ SERVICES
Project management, project engineering, estimating, scheduling, and cost engineering
PROCESS ENGINEERING/ ENVIRONMENTAL
The process and environmental group(s)
DESIGN DISCIPLINES All detailed design functions including architectural production, civil, structural, mechanical, HVAC/FP, piping, electrical, and control systems
SUPPLY MANAGEMENT Purchasing, subcontracts, expediting, and inspection CONSTRUCTION Construction forces including constructibility, construction
management and field staff; and craft personnel and labor on direct hire projects
OTHERS (INTERNAL) Internal Jacobs functions not mentioned above such as sales, safety, environmental, regulatory compliance, validation, information systems, accounting, human resources, quality and legal
SUPPLIERS All suppliers including equipment vendors, subcontractors, and consultants
OTHERS (EXTERNAL) Organizations outside Jacobs, other than suppliers, such as regulatory bodies, generally differentiated by not being paid for their services
V-1 Client Expectations V-12 Value Plus
V-2 Client Surveys V-13* Class of Plant Quality V-3* Constructability V-14* Customized Standards/Specs V-4* Design to Capacity V-15* Energy Optimization V-5 Execution Planning V-16* Predictive Maintenance V-6 Interactive Planning V-17* Process Reliability Modeling V-7 Lessons Learned V-18* Process Simplification V-8 Team Alignment V-19* Technology Selection V-9 PDRI (Project Definition Rating
Index)
V-20* Waste Minimization V-10 Owner’s Project Objectives V-21* 3D CAD
V-11* Value Engineering V-22 Change Management
*IPA VIP Best Practices
M-1 Accounts Receivable Total of amounts due and payable by an owner that have not been paid
M-2 Client Survey See Client Survey in Definitions
M-3 Cost Measures of budgeted, actual and forecast cost for engineering, construction and total installed cost, as appropriate
M-4 PDRI See PDRI in Definitions M-5 Project Gross
Margin
The difference between the direct costs of the project and the revenues deriving from it to Jacobs
M-6 Productivity The ratio of earned work hours to spent work hours for either home office or field activities
M-7 Project Performance The project’s ability to meet established project objectives for items such as product quality, capacity, time to full production, efficiency, etc.
M-8 Rework Home office or field work that has to be re-performed (redone) due to client change, designer change, vendor change, constructor change, designer error, vendor error, or constructor error.
M-9 Safety The number of E1, OSHA recordable and other incidents in the home office and field versus the number of hours worked M-10 Schedule Measures of performance against an agreed project schedule
including forecast days early or late, percent complete versus scheduled, etc.
M-11 Schedule Milestones Met
The number of agreed, scheduled milestones met versus the number of milestones scheduled to have been met
M-12 SOP Audit Measure of a project’s compliance with it’s applicable SOP’s as
PI-SOP NAME
PI-SOP-100 Project Management and Execution
PI-SOP-110 Business Risk Identification and Management PI-SOP-111 Project Risk Identification and Management PI-SOP-120 Multi-Office Project Execution & Planning
PI-SOP-130 Project Control Plan and Work Breakdown Structure PI-SOP-131 Planning and Scheduling
PI-SOP-132 Estimating PI-SOP-133 Cost Management PI-SOP-134 Change Management PI-SOP-135 Performance Measurement PI-SOP-201 Design for Safety
PI-SOP-202 Document Management & Control PI-SOP-203 Deliverable Verification
PI-SOP-204 Preparation of Specifications PI-SOP-205 Engineering Requisitions PI-SOP-206 cGMP Review/Consultation PI-SOP-207 Computer Aided Design PI-SOP-208 Control of Engineering Software
PI-SOP-300 Region/LOB Quality System Requirements PI-SOP-310 Client Surveys
PI-SOP-311 Management Review of Quality System PI-SOP-320 Project Audits
PI-SOP-350 HS&E Program
PI-SOP-401 Project Supply Management Procedure PI-SOP-402 Inquiry Requisitions and Inquiry Documents PI-SOP-403 Bid Opening, Evaluation and Award
PI-SOP-404 Administration and Closeout of Agreement for Equipment and Materials
PI-SOP-405 Administration and Closeout of Agreement for Services PI-SOP-406 Field Materials Management
PI-SOP-407 Expediting
PI-SOP-408 Supplier Surveillance and Inspection PI-SOP-409 Transportation
PI-SOP-500 Field Services
Glossary
Chemical Process Industry (CPI)
Definitions and Conventions
DEFINITIONS
3D CAD (V-21)
Extensive use of 3D Computer Aided Design (CAD) during FEL and detailed engineering. The objective is to model the project in the computer to reduce the frequency of dimensional errors and spatial conflicts that cause design changes during construction. The use of 3D CAD also improves visualization for operations input and training.
Area Classification Drawing identifying the level of hazard in different areas of the plant for purposes of electrical design in accordance with the appropriate electrical code.
Basis of Estimate Summary of the key methods and inputs upon which an estimate is based, including such items as level of engineering completed, source of equipment and material pricing, construction philosophy and significant assumptions and exclusions. Benchmarking
Data
Data used in a systematic process of measuring one’s performance against results from recognized leaders for purpose of determining best practices that lead to superior performance when adopted and utilized.
Beneficial Occupancy
Owner takes over some or all of the constructed facility for its own benefit and assumes the responsibility for its operations. The facility may not necessarily be completed but may be used for its intended purpose. The warranty period begins. Bid Offer by a supplier to sell. In the maps, used interchangeably with quotes and
proposals. Sometimes bids mean only pricing data. Business
Objectives
The underlying drivers behind identification of project opportunities.
CII Construction Industry Institute. An organization of owners, contractors and academia whose mission is to improve the safety, quality, schedule, and cost effectiveness of the capital investment process through research and implementation support. Catalyst and
License Agreements
Agreement or contract that grants to a licensee the right to use a catalyst and/or technology under specific terms and conditions including compensation.
Certificate of Occupancy
Document from a building regulatory agency that certifies a facility has been inspected, has no violations and meets the regulatory requirements and codes for occupancy for its intended purpose.
Change Management (V-22)
Process of controlling the scope of a project against a defined baseline by only allowing a change after it has been formally approved, taking into account its benefit to the project outcome, and its impact on cost and schedule.
Class of Plant (V-13)
IPA VIP that established what quality facility is needed to meet business objectives. It adjusts reliability, expandability, automation, life of facility, etc. to recognize goals. Client Expectations
(V-1)
A proactive approach to identify, collect, and address client expectations, concerns, past issues and soft issues that can adversely or positively affect a client’s perception to our performance and attitude toward Jacobs Engineering. Client Survey
(V-2)
PI-SOP-310 process to obtain both a numerical rating and a narrative evaluation of a client’s satisfaction with our performance against standard headings.
Close-Out Plan Plan to perform all of those activities necessary to properly complete a project in accordance with the contract, SOPs, law, and other considerations.
Code Analysis Analysis, conducted by knowledgeable professionals, to ensure that a facility design meets the regulatory requirements applicable to its structure type, occupancy type, building siting, building size, set backs, etc.
Commissioning Process of putting a facility into operation after mechanical completion has been demonstrated. Includes such activities as starting equipment under operating conditions, pressurizing and heating up systems, introducing raw materials and reagents/catalyst, producing intermediate and final products, preparing product for shipment.
Commissioning / Start-up Plan
Plan for the safe and controlled putting of a plant into operation after mechanical completion has been demonstrated.
Concept(s) Technological and physical solutions that will satisfy the requirements specified in the Design Basis.
Constructability (V-3)
Optimum use of construction knowledge and experience in planning, design, procurement, and field operation to achieve overall project objectives. Constructability
Database
Jacobs database of value adding ideas created through the constructability process. The ideas can be accessed by search criteria such as discipline, project type, client. Construction
Check-out
Process to ensure that facility has been constructed and installed in accordance with construction documents. Includes such checks as those for completeness, structural bolting torque, drive alignment, hydrostatic testing of pipelines and systems, electrical insulation and continuity, and motor rotational direction. Construction
Documents
Drawings, specifications and other documents produced by the engineer to define the facility so that it can be built by a suitably qualified construction organization to meet the owner’s requirements and the design intent.
Construction Punch List
List of incomplete construction items that are the responsibility of the construction entity to complete under the construction contract.
Construction Turn Over Certificate
Certificate signed by the owner signifying that the latter is accepting care, custody and control of the facility. Sometimes signed prior to certificate of mechanical completion. Varies by contract.
Contract Package Set of documents defining the scope of work to be performed under a contract, usually including, as a minimum, a scope of work, specifications and drawings. Control System
Philosophy
Overall strategy adopted to control the process being designed. Includes selection of control system (DCS, PLC, etc,), degree of centralization, redundancy, etc. Control System
Programs
Process of inputting data and logic into distributed control systems (DCS), programmable logic controllers (PLCs) and other control components to enable them to perform their required system functions.
Cost Trending Process used during project development, prior to completion of a firm scope and control estimate, to track the impact of scope adjustments on the preliminary estimate by adding to or subtracting from it the order of magnitude cost of each. Critical Equipment Equipment that, in the judgment of the project team, has the greatest potential for
cost impact to the project. Customized
Standards/ Specifications (V-14)
An evaluation of the actual needs of the specific facility to be designed. Engineering standards and specifications can affect manufacturing efficiency, product quality, operating cost, and employee safety. However, sometimes the cost of a facility is increased by the application of codes, standards, and specifications that exceed the facility’s needs (IPA VIP).
Deed of Release and Waiver
Document under seal (or equivalent) whereby the supplier agrees not to claim any lien on the project property and to waive any claims related to the project. Definitive Cost
Estimate
Estimate produced during Phase 3, Preliminary Engineering, based on substantial documentation, typically having an accuracy of +10% to -5%.
Design Basis Formal statement of the foundation upon which subsequent design is to be based, including nature and quality of product(s), capacity to produce product(s), site location, existing facilities and utilities, allowance for expansion, standards, to be applied, etc.
Design Development Further development of the “schematic design” concepts to provide the basis for
Design Review Evaluation of design documents for specific purposes (e.g. safety, maintainability, reliability, constructability) to ensure that these have been properly considered. Design Safety and
Environmental Plan (DS&E)
Planning document to identify the organization related to safety; the safety and environmental objectives and acceptance criteria; statutory and engineering safety requirements; possible hazards and environmental problems; methods, reviews and audits (See PI-SOP-201, Design For Safety.)
Design Safety Review The process of ensuring that the proposed design satisfies the statutory, contractual, and procedural safety requirements applicable to the project. Design to Capacity
(V-4)
An evaluation of the maximum capacity of each major piece of equipment. Often equipment is designed with a "safety factor" to allow for additional catch up capacity of some production increases (IPA VIP).
Economic Analysis Analysis of the financial benefit of the project to the owner using such tools as return on investment, net present value, and economic value added.
Effective Front-end Loading
The process of ensuring that project scope definition in the Project Deliberation, Select Option, and Detail Option stages is complete enough to accurately predict cost and schedule for the remaining project phases. Tools used to measure the implementation of this process are the Front End Loading Index (IPA) and PDRI (Project Definition Rating index).
Energy Optimization (V-15)
A simulation methodology for optimizing the life cycle costs by examining power and heating requirements for a particular process. The objective is to maximize the total return based on selecting the most economical methods of heat and power recovery (IPA VIP).
Engineering Check-out Final checking and testing of systems by engineering personnel prior to start-up by operations personnel. Includes checking of controls loops and systems.
Environmental Impact Assessment
Identification of effect of project on air, water, flora and fauna, traffic, etc. Usually in a format defined by responsible regulatory body such as EPA, AQMD.
Equipment Location Plan
Drawings of portions of an operating unit that is of sufficient scale to allow coordinate locations and elevations to be given for all equipment, structures and buildings within a unit. It will normally take multiple Equipment Location Plans to cover an operating unit.
European Union Countries compromising the European Union. Identified on the maps because of the need to identify specific European Union regulatory requirements.
Execution Planning (V-5)
A process to obtain the input of all stakeholders and key participants to create the Project Execution Plan, including project approach and schedule, with the intent of obtaining ownership and commitment by all participants. The process follows a structured checklist to ensure the team has considered all pertinent aspects of the execution, and results in alignment of the execution plan with the business and project objectives.
Facility Started-up Plant has commenced full operation on final raw materials and is producing planned product, although not necessarily at full output rate.
Facility(ies) Generic term used to denote entire physical project or a part of it including infrastructure, buildings, and process plant.
Feedstock Raw materials such as crude oil, mined ore or chemical intermediates constituting the primary input to a process plant.
Final Acceptance Formal concurrence by the plant that all project requirements have been completed. Final Project Report Last project report to the owner, covering total project performance and including
such elements as total cost, final schedule, lessons learned, team, scope. Financial/Contractual
Close Out
All financial and contractual requirements to close the project have been completed including, as necessary, final payments made, final certificates signed, bonds, released or cancelled, claims settled.