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JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:
Copyright © 2005 by Jacobs Engineering Group Inc.All rights reserved. The contents of this document are proprietary and produced for the exclusive benefit of JacobsEngineering Group Inc. and its affiliated companies. No part of this document may be reproduced, stored in a retrievalsystem, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise,without the prior written approval of Jacobs Engineering Group Inc.
The current applicable version of this publication resides on Jacobs' Intranet. All copies are considered to be uncontrolled.
Macro Phase Map - Chemical Process Industry (CPI)
PHASE PHASE 1OPPORTUNITY
ANALYSIS
PHASE 3PROJECT
DEFINITION
PHASE 4DETAILED DESIGN /
PROCUREMENT
PHASE 5CONSTRUCTION
PHASE 6START-UP
PHASE 7CLOSEOUT
PHASE 2CONCEPTUAL
DESIGN
Note: See Glossary following CPI Cross-Functional Maps for explanation ofabbreviations and definitions.
1. Identify business opportunity2. Assess market3. Identify and evaluate options4. Obtain key supplier input5. Analyze risk and impacts
(sociological, technological,economic, political, environmental)
6. Initiate Project Execution Strategy7. Identify Gate Keeper
1. Select team and align to projectobjectives
2. Confirm preferred concepts, DesignBasis and scope with client
3. Complete alternative analyses andtesting studies
4. Develop concept(s) into preliminaryscope documents
5. Identify regulatory and permittingrequirements
6. Initiate environmental impact assessment7. Conduct constructability and safety
reviews, and initiate modularstudies
8. Initiate Project Execution Planincluding work sharing and modularopportunities, PQP
9. Identify long lead/critical equipment10. Initiate geotechnical studies
1. Align team to project objectives2. Confirm project objectives: scope,
cost, schedule, etc.3. Translate project concept into
preliminary engineering anddesign documents
4. Conduct design reviews forconstructability, safety,maintainability and operability
5. Finalize purchase order andcontract terms and conditions
6. Prepare to procure critical and longlead equipment/materials
7. Prepare applications for necessary permits/licenses8. Finalize modular application plans9. Gate Keeper freezes scope
1. Align team to project objectives2. Initiate change management3. Procure, expedite, and inspect
equipment and materials4. Manage vendor data5. Develop and issue construction
documents (IFC)6. Coordinate internal and external
interfaces7. Conduct design reviews
(constructability, safety,maintainability, operability, etc.) andincorporate into the design
8. Obtain regulatory authorityapproval (e.g. FDA, environmental)
1. Align team to project objectives2. Procure construction equipment,
materials and construction services3. Develop detailed, integrated project
schedule4. Manage construction site safety
and environmental programs5. Review submittals6. Coordinate site activities7. Manage QA/QC program8. Manage labor relations program9. Construct facilities in accordance
with contract requirements10. Continue change management11. Red line construction documents12. Achieve construction turn over13. Provide technical support
1. Select and align team to projectobjectives
2. Coordinate inspections byregulatory authorities
3. Plan sequential testing and start-upof completed facilities
4. Assist with operator training5. Record changes to construction
documents6. Continue change management7. Complete Pre-startup Safety
Review8. Provide technical support
1. Conduct Lessons Learnedsessions and compile for totalproject
2. Close purchase order andcontract accounts
3. Assemble and archive project files4. Return all client assets5. Resolve any claims or disputes6. Resolve any warranty issues7. Obtain final acceptance certificate
and final payment8. Prepare project benchmarking
data and feed back into system9. Prepare final cost accounting10. Conduct Operability Assessment
KEYACTIVITIES
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
KEYDELIVERABLES
1 of 2
Close-out may occur atthe end of any phase
PHASEOVERLAPS
Opportunity AnalysisConceptual Design
Project DefinitionDetailed Design/Procurement
ConstructionStart-up
Closeout
OBJECTIVES Identify potentially beneficial businessopportunity and perform initial analysis,scoping and Order of MagnitudeEstimate to determine whetheropportunity is worth furtherinvestigation.
Select best of identified projectapproaches, analyze concept(s) andprepare Study Cost Estimate, to confirmproject viability.
Finalize technology, project objectives,process and design scope definition,major equipment pricing and ProjectExecution Plan to support a BudgetCost Estimate and funding request.
Manage, coordinate and perform designactivities and equipment procurementnecessary for procurement,construction, commissioning and start-up.
Mobilize and manage the constructionforces and perform other activitiesincluding procurement necessary toconstruct the facility in accordancewith the construction documents.
Perform commissioning and operatingactivities required to achieve designperformance levels.
Perform regulatory, contractual,archival and Jacobs requiredactivities to close the project in anorderly fashion.
1. Project Objectives2. Phase 1 Report:
-Market Study-Definition & Evaluation of Options-Alternative Analysis & Test StudyPlan for Developmental Projects
-Regulatory and PermittingRequirements Evaluation
-Order-of-Magnitude Cost Estimate(+50% to -30%)
-Economic Analysis-Risk Analysis-Project Execution Strategy-Milestone Schedule
3. Recommendations for PathForward
1. Updated Project Objectives2. Project Execution Plan3. Project Procedures4. Process Description5. Process Design Guide & Criteria6. Design Safety & Environmental Plan7. Preliminary Site Plan & Plot Plan,
PFDs, H&M Balance, Prelim. BuildingSizes, Material Selection forEquipment and Pipe, Equipment Listwith Process Design Data, LongLead / Critical Path Equipment DataSheets, Preliminary Motor List
8. Control Systems Philosophy9. Utility Summary & Infrastructure
Requirements10. Level II EPC Schedule11. Study Estimate (+30% to -20%)
12. Overall Economic Analysis13. Phase 2 Report14. Recommendations for Path
Forward15. Catalyst & License Agreement
1. Updated Project Objectives2. Updated Project Execution Plan3. Updated Project Procedures4. Updated Process Description5. Design Basis6. Site & Plot Plans, Equipment
Location Plans, Preliminary PipingLayout Model (All lines on P&IDs),PFDs & H&M Balance (IFD), MaterialSelection Diagrams, Process &Utility P&IDs (IFD), Building Plans &Elevations, Equipment List & DataSheets, Line Lists, Tie-in List, FireProtection Rqmnts (for est.),Electrical Single Lines, Motor List,Area Classes, Control SystemsIndex & Specifications for SpecialInstrument or Control Rqmnts,Geotechnical Report.
7. Requests for Quotes & Bid/Bid Tab(Maj. Eq.)
8. Purchase Requisitions (Maj. Eq.)9. Appropriate Regulatory and
Permitting Documents10. Resource Loaded EPC Schedule11. Budget/Control Estimate (+10% to - 5%)
12. Updated Economic Analysis13. Phase 3 Report (If Req.)14. Recommendations for Path
Forward
1. Updated Project Objectives2. Updated Project Execution Plan3. Updated Project Procedures4. Request for Quotes & Bids/Bid Analysis5. Purchase Order Documentation6. Construction Documents (IFC)7. Control Systems Programs/
Software8. Appropriate Permit Applications9. Detailed, Resource Loaded
Construction Schedule10. Project Data Books11. Change Control Documents12. Vendor Data13. Subcontract Technical Documents
and Packages
1. Procurement/Contract Documents2. Updated Project Execution Plan3. Updated Project Procedures4. Construction Permits5. Safety Program and Documentation6. Updated Construction Schedule7. Constructed Facility8. QA/QC and Check-out/Completion
Documentation9. Red Line Documentation (As-
Builts)10. Change Control Documents11. Turnover of Spare/Change Parts12. Turnover Documentation
1. Commissioning/Start-up Plan andProcedure
2. Start-up Schedule3. Operating, Maintenance and
Training Manuals4. Record Documentation (Completed
As-Builts)5. Pre-start-up Safety Review Report6. Facility Operating at Specifications7. Performance Plan and Test
Documents
1. Closeout Plan2. Project Closure Notice3. Final Project Report4. Project Completion Report5. Lessons Learned6. Warranty File7. Archive Log8. Final Acceptance Documents9. Final Invoice10. Benchmarking Data
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
Phase 1 Phase 2 Phase 3 Phase 4
Front End Loading
Concept Set &Constructability
Review
FormalConstructability
Review
Opportunity Analysis Conceptual Design Project Definition Detail Design / Procurement
Classof Plant(V-13)
ProcessSimplification
(V-18) Energy Optimization (V-15)
Design to Capacity (V-4)Operability &
Maintainability
Customized Standards & Specifications (V-14)
Predictive Maintenance (V-16)
Order ofMagnitude
CostEstimate
PFD DevelopmentStudyCost
Estimate
P & ID / PFD Developmentthrough IFD
DefinitiveCost
Estimate
ValueEngineering
(V-11)
Constructability & Modular Studies (V-3)
Technology Selection (V-19)
PDRIAssessment
(V-9)
PDS Modeling (V-21)
PDRIAssessment
(V-9) orIPA
Evaluation
P & ID / Detailed DesignDevelopment through IFC
ConstructabilityValidated
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)
2 of 2
Note: JVEPSSM V-1, V-2, V-5 through V-8, V-10 and V-12 continue through project closure, as applicable. Constructability (V-3), PDS Modeling (V-21) & Change Management (V-22) continue through Phase 5, Construction, as applicable.
Process Reliability Modeling (V-17)
Waste Minimization (V-20)
Jacobs Value Enhancing PracticesSM - Intentional Innovation ProcessJSTEPSSM Macro Phase Map - Chemical Process Industry (CPI)
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGNDISCIPLINES
SUPPLYMANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS(EXTERNAL)
PROCESSENGINEERING/ENVIRON-MENTAL
OTHERS(INTERNAL)
PROJECTMANAGEMENT/SERVICES
CLIENT
Process Connectoror TerminatorKEY: Decision InvolvementP202 V3 M2
ProcessIndustriesStandardOperatingProcedure
JacobsValueEnhancingPracticeSM
Measurement
See Glossary for explanation ofterms; and definitions of StandardOperating Procedures, ValueEnhancing PracticesSM, andMeasures.
Task(s)
� BusinessObjectives� Client Information� Phase I
- Plan- Budget- Schedule- Deliverables
� Report� Recommendations� Phase 2 Cost
Estimate (Pro-Services)
PHASE 1Opportunity Analysis
� Market Study� Definition & Evaluation
of Options� Alternative Analysis &
Test Study Plan� Regulatory &
Permitting Evaluation� Order of Magnitude
Cost Estimate� Economic Analysis� Risk Analysis� Project Execution
Strategy� Milestone Schedule
� Drawings� Documents
SelectedOptions
PurchaseOrder/Contract
MarketStudy Yes
No
List ofOptions
§ Business Opportunity Identified§ Objectives
Defined
OpportunityEvaluationInitiated
§ BusinessObjectives
§ ClientExpectationsEstablished
§ TeamAlignment
§ LessonsLearnedReview
§ Identify GateKeeper
OptionsAnalyzed &Screened
Market StudyPrepared
EvaluationCompleted &
ExecutionStrategy
Developed
§ Sociological§ Technological§ Economic§ Political§ Environmental
Phase 1Report
Completed
Proceed?
1-9
To Phase 2Task 2-1
Stop or Recycle
1-81-7
1-6
1-41-2
1-1
OngoingActivities
§ Client Survey§ Accounting
QualityAccountingV2
M2 P310M1
M5
V8
V1
V10
V5
P100P131P132
Authorization
1 of 16
V19
OptionsIdentified
§ TechnologySelectionInitiated
1-3
Pilot PlantStudies
V7
To Phase 2Task 2-2
1-10
SelectedOptions
Developed
1-5
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGNDISCIPLINES
SUPPLYMANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS(EXTERNAL)
PROCESSENGINEERING/ENVIRON-MENTAL
OTHERS(INTERNAL)
PROJECTMANAGEMENT/SERVICES
CLIENT
Process Connectoror TerminatorKEY: Decision InvolvementP202 V3 M2
ProcessIndustriesStandardOperatingProcedure
JacobsValueEnhancingPracticeSM
Measurement
See Glossary for explanation ofterms; and definitions of StandardOperating Procedures, ValueEnhancing PracticesSM, andMeasures.
Task(s)
Preliminary Documents:� Site Plan� Plot Plan� Preliminary Building Sizes� PFDs� Material Selection for
Equipment and Pipe� H&M Balance� Equipment List� Motor List� Control System Philosophy� Utility Summary� Infrastructure Requirements� Catalyst/Chemicals Summary
PHASE 2Conceptual Design
Process Design Guide &Criteria� Class of Plant� Capacity� Product� Site Design Criteria/DataDS&E
Plan
§ Selected Concepts- Process- Technology- Layouts§ Economic Evaluation
ProcessDesignAlternatives
Request for Prices
From Phase 1Task 1-9
To Phase 2Task 2-10
To Phase 2Task 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 DataValidation§ Lessons Learned
DS&E PlansDeveloped
Design BasisDeveloped
ConceptsDeveloped,Simulated,
Screened &Selected
§ TechnologySelection
§ Relative Economic Evaluation
ConceptualDesign Prepared
§ DisciplineDesigns§ Design to
Capacity§ Process
SimplificationCompleted§ Initiate Process
ReliabilityModeling§ Modular Studies
andConstructabilityInitiated§ Energy
Optimization§ Waste
Minimization§ Commissioning /
Start-Up PlanInitiated
AlternativeAnalysis
Completed
§ Technology§ Licensing§ Market Study§ Pilot Plant
Testing§ Economics
2-3
2-5
2-1
2-7
2-2 2-6
OngoingActivities
§ Client Survey§ Accounting
QualityAccountingV2
M2P310M1
M5
Ongoing:§ Cost Mgt.§ Cost Trending§ Value Plus§ Schedule Mgt.§ Reports§ Lessons Lrnd.
V7V12
M3
M10
M6
P100P131P133
M13
V1V5
V10
V6
V8V7
P100
P202
P201 V4
P203P204
Authorization
2 of 16
Long Lead /Critical PathEquipment
Material PlanDeveloped
2-9
V18
V13
V19
V19
Long Lead / Critical PathEquipment Data Sheets
V3
V17
TechnologyLicensorProposal
2-4
P131
� Project Execution Plan- Project Objectives Updated� Phase 2:
- Budget and Schedule- Deliverables List- Project Procedures
V15
V20
To Phase 3Task 3-8
InitiateGeotechnical
Studies
2-8
Request forGeotechnicalStudies
Request forProposals
From Phase 1Task 1-10
P350
SafetySafety
Technology Licensor Proposal
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGNDISCIPLINES
SUPPLYMANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS(EXTERNAL)
PROCESSENGINEERING/ENVIRON-MENTAL
OTHERS(INTERNAL)
PROJECTMANAGEMENT/SERVICES
CLIENT
Process Connectoror TerminatorKEY: Decision InvolvementP202 V3 M2
ProcessIndustriesStandardOperatingProcedure
JacobsValueEnhancingPracticeSM
Measurement
See Glossary for explanation ofterms; and definitions of StandardOperating Procedures, ValueEnhancing PracticesSM, andMeasures.
Task(s)
§ Regulatoryand PermittingRequirementsIdentified§ Environmental
ImpactAssessmentInitiated
§ ProjectExecution Plan& ProceduresDeveloped§ Project
ScheduleDeveloped- InteractivePlanning
§ Receipt ofClientSpecifications§ Customized
Standards &SpecificationsInitiated§ Preliminary
Project Site &Labor StudiesDeveloped
� Cost Estimate� Basis of
Estimate� Economic
Analysis
� Report� Path
Forward
PHASE 2 - ContinuedConceptual Design
ConceptPermittingInformation
� Capital Costs� Operating Data
ConceptAgreement
RegulatoryAuthority
� Critical Path EquipmentSizing� Requests for Prices
Phase 2TechnicalDocuments
From Phase 2Task 2-7
From Phase 2Task 2-9
To Phase 3Task 3-1
Stop or Recycle
Reviews Heldfor:§ Constructability§ Design For Safety§ Design Documents§ Operability§ Maintainability§ Commissioning/
Start-Up
§ Study CostEstimate
(+30% to -20%)Prepared- IPA FEL
Assessment or
- PDRI Phase 2Report
Completed
MajorEquipment
Priced
InformationReviewed
2-10
2-11
2-14
2-162-12 2-15
OngoingActivities
§ Client Survey§ Accounting
QualityAccounting
V2
M1 P310
M2M5
Ongoing:§ Cost Mgt.§ Cost Trending§ Value Plus§ Schedule Mgt.§ Reports§ Lessons Lrnd.
V7V12
M3
M10
M6P100P131P133M13
V3
P201
M4
V9 P132PreliminaryDocuments
Proceed ?2-18
Yes
No
3 of 16
Authorization
V20
P203
� Study EstimateBasis� Project
Execution Plan� Project
Procedures� 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 PassGate Reviewand Approval
2-17
P350
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGNDISCIPLINES
SUPPLYMANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS(EXTERNAL)
PROCESSENGINEERING/ENVIRON-MENTAL
OTHERS(INTERNAL)
PROJECTMANAGEMENT/SERVICES
CLIENT
Process Connectoror TerminatorKEY: Decision InvolvementP202 V3 M2
ProcessIndustriesStandardOperatingProcedure
JacobsValueEnhancingPracticeSM
Measurement
See Glossary for explanation ofterms; and definitions of StandardOperating Procedures, ValueEnhancing PracticesSM, andMeasures.
Task(s)
Major/Long LeadEquipment Specs/Data Sheets
PHASE 3Project Definition
Requestfor Bids
TechnicalData
Permit Package
PreliminaryApplications
PreliminaryProcessDesign
Phase 3 Design Documents� Site Plan� Plot Plan� Preliminary Piping Layouts of
All Lines on P&IDs (One-Line 3-D Modeled on Sketches)� Building Plans & Elevations� PFDs� Material Selection Diagrams� H&M Balance� Process & Utility P&IDs, (Rev. C
IFD)� Equipment List� Data Sheets & Specifications
for Equipment� Line List� Tie-in List
From Phase 2Task 2-17
To Phase 3Task 3-15
Phase Initiated§ Strategy/Kick
Off Meetings§ Client
Expectations§ Project
ExecutionPlanning§ Interactive
Planning§ Team
Alignment§ Phase 2 Data
& Plant Data§ Lessons
Learned§ Commission-
ing / Start-UpPlanning
§ Major Equip.Defined§ Design Basis
Updated§ Preliminary
Process DesignCompleted§ Discipline Design
SpecificationDefined§ Initiate CAE
Activities§ Process Reliability
ModelingCompleted
Major/Long LeadEquipment Bids
and AllianceQuotes
Requested
Major/Long LeadEquipment Bids
and AllianceQuotes
Prepared
§ ProjectDefinitionFinalized
§ ProjectExecutionPlan Updated
EnvironmentalPermit
ApplicationsCompleted
To Phase 3Task 3-11
To Phase 4Task 4-5
To Phase 3Task 3-14
3-4
3 - 1
3-10
3-9
3-6
3-7
Authorization
Major/Long LeadEquipment Bids
Ongoing:§ Cost Mgt.§ Cost Trending§ Value Plus§ Schedule Mgt.§ Reports§ Lessons Lrnd.
V7V12
M3
M10M6
P100P131P133
OngoingActivities
§ Client Survey§ Audits§ Accounting
QualityAccountingV2
M1 P310M2 P320M5
M12
V8
V1
V6V7
V5
V10
P131
V4
P202M13
P401
P100
4 of 16
§ ValueEngineering
§ P&IDsReviewed
§ Plot PlansReviewed
V15
V20
V14
Process LicenseReceived
3-5
LicenseData
ProcessLicense
ProcessLicenseApplication
Process LicenseGranted
V16
� Project Execution Plan- Updated Project
Objectives� Phase 3:
- Budget- Schedule- Estimate Plan- Deliverables List- Project Procedures
3-2
3-3
§ Reviews HeldFor:-Safety-Process
Hazard-Operability-Constructability-Maintainability
-Reliability -Commissioning§ Preliminary 3D
Model InternalReview for MajorEquipmentLayout/Piping§ Cursory Stress
Analysis forCriticalEquipmentCompleted
3-8
P201
V3V5
P100
V21
V11
V17 Rev. BP&IDs &Plot Plans
Rev. AP&IDsand PlotPlan
Safety Safety
From Phase 2Task 2 - 8
V21
ReviewComments
§ Electrical Single Lines§ Motor List§ Area Classification§ Control System Index &
Specifications for SpecialInstruments or ControlRequirements§ Fire Protection Requirements
for Estimate§ Geotechnical Report§ Hydraulic Study§ Process Control Scheme§ Updated Project Execution Plan
P350
P310
P205P207
P204P203P134P100
P205P207
P204P203P134P100
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGNDISCIPLINES
SUPPLYMANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS(EXTERNAL)
PROCESSENGINEERING/ENVIRON-MENTAL
OTHERS(INTERNAL)
PROJECTMANAGEMENT/SERVICES
CLIENT
Process Connectoror TerminatorKEY: Decision InvolvementP202 V3 M2
ProcessIndustriesStandardOperatingProcedure
JacobsValueEnhancingPracticeSM
Measurement
See Glossary for explanation ofterms; and definitions of StandardOperating Procedures, ValueEnhancing PracticesSM, andMeasures.
Task(s)
PHASE 3 - ContinuedProject Definition
FundingRequest
Yes
� Phase 3 DesignDocuments IFD� Project Execution Plan
No
� Budget CostEstimate� Updated Basis of
Estimate� Updated Economic
Analysis� Resource Loaded
EPC ProjectSchedule
From Phase 3Task 3-9
From Phase 3Task 3-7
To Ph. 4, 5, 64 -1, 5-1, 6-1
Stop or Recycle
Approved ?3-19
§ Definitive CostEstimate
(+10% to - 5%)Completed§ PDRI or IPA FEL
Assessment§ Process Risk, Cost &
Schedule Risk AnalysisCompleted§ Project Schedule
Developed - Interactive Planning§ Scope Frozen§ Change Management
Initiated§ Commissioning /
Start-Up Plan Updated
PreliminaryEngineering
Phase ReportCompleted
FundingRequested
3-16
3-18
3-14
Requestsfor Bids
� Bids� Prices
Basis ofEstimate
andMTOs
Completed
CriticalEquipment/
Materials Bidsand Alliance
QuotesRequested
3-12
Critical Equipment/Materials Bids and
Alliance QuotesPrepared
3-13
3-11
Major/Long LeadEquipment Bids/Alliance Quotes
� Data Sheets� Specifications� Quantities
OngoingActivities
§ Client Survey§ Audits§ Accounting
QualityAccountingV2
M1 P310M2 P320M5
M12
Ongoing:§ Cost Trending§ Cost Mgt.§ Value Plus§ Schedule Mgt.§ Reports§ Lessons Lrnd.
V7V12
M3
M10
M6 P100
P133P131M13
P403
P131P132
V9V6
M4Quantities
� Phase 3 DesignDocuments IFD� Project Execution Plan
5 of 16
Authorization
Phase III PassGate Reviewand Approval
From Phase 3Task 3 10
PreliminaryEnvironmentalApplications
Evaluated3-15
To Phase 4Task 4 - 14
3-17
P134
V22
Safety
PreliminaryApplications
� Report� 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
P401P402
P205
P402P401
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGNDISCIPLINES
SUPPLYMANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS(EXTERNAL)
PROCESSENGINEERING/ENVIRON-MENTAL
OTHERS(INTERNAL)
PROJECTMANAGEMENT/SERVICES
CLIENT
Process Connectoror TerminatorKEY: Decision InvolvementP202 V3 M2
ProcessIndustriesStandardOperatingProcedure
JacobsValueEnhancingPracticeSM
Measurement
See Glossary for explanation ofterms; and definitions of StandardOperating Procedures, ValueEnhancing PracticesSM, andMeasures.
Task(s)
ReviewsCompleted:§ Discipline
Design§ Design For
Safety- HAZOP
§ 3D ModelReviews§ Operations &
Maintenance§ Commissioning
/ Start-Up
Phase Initiated§ Strategy/Kick
Off Meetings§ Client
Expectations§ Project
ExecutionPlanning§ Interactive
Planning§ Team
Alignment§ Phase 3 Data
Validation§ Lessons
Learned
PHASE 4Detailed Design/Procurement
� Project Execution Plan- Updated Project
Objectives� Turnover Systems List� Phase 4:
- Budget- Schedule- Deliverables List- Project Procedures
IFDTechnicalDocuments
Permits
PermitApplication
Approved VendorData
DesignDocuments
� ConstructionDocuments� Approved
Vendor Data� Control System
Software
PurchaseOrders
ConstructabilityRecommendations
Equipment/MaterialRequisitions
Requestfor Bid
Major/Long LeadEquipment Bids
VendorData
Authorization
From Phase 3Task 3-19
From Phase 3Task 3-7
To Phase 4Task 4-19
To Phase 4Task 4-16
To Phase 5Task 5-12
Equipment/Material
Bids Prepared
Equipment/Materials
Purchased
Vendor DataExpedited and
Obtained
Vendor DataPrepared
External DesignCompleted
ConstructabilityValidated
Environmental and BuildingPermit Applications Approved by
Regulatory Authorities
Environmentaland Building
PermitApplicationCompleted
4-134-6
4-15
4-8
4-14
4-4
4-5 4-7
4 - 9
OngoingActivities
§ Client Survey§ Audits§ Accounting
QualityAccounting
P310P320
V8
V1
V6V7
V5
V10
4-1
P401
P401
P202P407
P500
V3
6 of 16
PermitPackage
V21
Major/Long LeadEquipment Bids
Ongoing:§ Cost Mgt.§ Change Mgt.§ Value Plus§ Schedule Mgt.§ Reports§ Lessons Lrnd.
V7V12
M3
M10M6
P100P131P133
M13P135P134
V22
§ P&IDsFinalized§ MOC Initiated
Rev. 0IFC P&IDs
Vendor Data
4-11
Detailed DesignInput Finalized
4-2
From Phase 3Task 3-15
M8
4 - 12
Bids
HAZOPReport
Equipment /Materials
RequisitionsPrepared and
Bids Requested
4-3
ClientReviews
Completed
4-12
DisciplineDetailed Design
Completed
P204P205
P403
P134P203P207
ModelInterdisciplineDesign Squad
Checks4-10
P203P350
P201
P131P202
P100
P310
V2
M1M2M5
M12
Safety
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGNDISCIPLINES
SUPPLYMANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS(EXTERNAL)
PROCESSENGINEERING/ENVIRON-MENTAL
OTHERS(INTERNAL)
PROJECTMANAGEMENT/SERVICES
CLIENT
Process Connectoror TerminatorKEY: Decision InvolvementP202 V3 M2
ProcessIndustriesStandardOperatingProcedure
JacobsValueEnhancingPracticeSM
Measurement
See Glossary for explanation ofterms; and definitions of StandardOperating Procedures, ValueEnhancing PracticesSM, andMeasures.
Task(s)
Project DataBooks
Expediting &Inspection Data
PHASE 4 - ContinuedDetailed Design/Procurement
� ConstructionDocuments� Vendor Data� Control
SystemSoftware
Equipment,Materials
� ConstructionDocuments� Approved
Vendor Data� Control System
Software
Approved Vendor Data
Project DataBooks
From Phase 4Task 4-10
To Phase 6Task 6-2
To Phase 5Task 5-5, 9, 10
To Phase 5Task 5-2
To Phase 5Task 5-12
Material &Equipment
Expedited &Inspected
Equipment/Materials
Manufactured
Project DataBooks and
Electronic FilesReceived
Project DataBooks and
Electronic FilesPrepared
From Phase 4Task 4 - 7
4-17
4-16
4-20
4-21
OngoingActivities
§ Client Survey§ Audits§ Accounting
QualityAccounting
P407P408
7 of 16
SubcontractTechnical
DocumentsPrepared &Packages
Assembled
Ongoing:§ Cost Mgt.§ Change Mgt.§ Value Plus§ Schedule Mgt.§ Reports§ Lessons Lrnd.
V7V12
M3
M10M6
P100P131P133M13 P135P134
V22
4-19� Requisitions� 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
ConstructionReadinessReviews
4-18
P310P320
P500
V2
M1M2M5
M12
Safety
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGNDISCIPLINES
SUPPLYMANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS(EXTERNAL)
PROCESSENGINEERING/ENVIRON-MENTAL
OTHERS(INTERNAL)
PROJECTMANAGEMENT/SERVICES
CLIENT
Process Connectoror TerminatorKEY: Decision InvolvementP202 V3 M2
ProcessIndustriesStandardOperatingProcedure
JacobsValueEnhancingPracticeSM
Measurement
See Glossary for explanation ofterms; and definitions of StandardOperating Procedures, ValueEnhancing PracticesSM, andMeasures.
Task(s) 8 of 16
� Requisitions� Contract
Packages
� Resources� Infrastructure
� Materials &Equipment� Contractor
Drawings� Project Execution Plan� Safety Program� QA/QC Plan� Schedule� Budget� Project Procedures� Mobilization Plan� Staffing Plan� Construction Equipment Plan� Subcontract Plan� Labor Relations Program� Vendor Support Plan for
Construction and Start-up
Turn OverPackages
Permits
PHASE 5Construction
From Phase 4Task 4-10
ConstructionContracts
IntegratedConstructionSchedule
Start-upSchedule
� ConstructionDocuments� Vendor Data� Control System
Programs
Requestsfor Bids
Bids
Authorization
ContractorSchedules
RegulatoryAuthorities
From Phase 3Task 3-19
From Phase 4Task 4-18
ConstructionSubcontracts
and BidsRequested
ConstructionContractsAwarded
ConstructionBids Prepared
From Phase 6Task 6 - 1
§ IntegratedConstructionSchedulePrepared§ Start-up
SequenceFinalized§ Vendor
Schedule forConstructionand Start-upFinalized
To Phase 6Task 6-2
ConstructionStart Notified
Site Set Up &Mobilized
Site Safety PlanInitiated
PermitsAwarded
To Phase 5Task 5-12
ContractorSubmittalsReviewed
§ ContractorDesignCompleted§ Field
Materials &EquipmentProcured§ Site
PreparationInitiated
Turn OverPackagesPrepared
To Phase 5Task 5-12
To Phase 5Task 5 - 12
To Phase 5Task 5-12
To Phase 5Task 5-12
5-10
5-7
5-8
5-95-65-5
5-2 5-4
5-3
RegulatoryAuthorities
Phase Initiated§ Kick Off
Meetings§ Client
Expectations§ Project
ExecutionPlanning§ Construction
ReadinessReview§ Interactive
Planning§ Team
Alignment§ Phase 5 Input
Data Validation§ Lessons
Learned§ Permit
ApplicationsCompleted§ Commission- ing / Start-Up
Plan Updated
V8
V1
V6V7
V5
V10
P131P202
P100
5-1
P405P401
P405
P202
P408P409
P401P407
Ongoing:§ Cost Mgt.§ Change Mgt.§ Value Plus§ Schedule Mgt.§ Reports§ Lessons Lrnd.§ QA/QC§ Safety Mgt.§ Rework
V7V12
M3
M10
M6P100P131P133
M13 P135P134
OngoingActivities
§ Client Survey§ Audits§ Accounting
QualityAccounting
P310P320
M9
V22
M8
P500
P403
P350P500
P500P131
P500
V2
M1M2M5
M12
Safety Safety Safety
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGNDISCIPLINES
SUPPLYMANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS(EXTERNAL)
PROCESSENGINEERING/ENVIRON-MENTAL
OTHERS(INTERNAL)
PROJECTMANAGEMENT/SERVICES
CLIENT
Process Connectoror TerminatorKEY: Decision InvolvementP202 V3 M2
ProcessIndustriesStandardOperatingProcedure
JacobsValueEnhancingPracticeSM
Measurement
See Glossary for explanation ofterms; and definitions of StandardOperating Procedures, ValueEnhancing PracticesSM, andMeasures.
Task(s)
Queries andResponses
PHASE 5 - ContinuedConstruction
Permits
IntegratedConstructionSchedule
� Test andAcceptanceReports� Construction/
Client PunchList
� Mechanical CompletionDocumentation� Spare and Change Parts
� Construction Turnover Certificate� Mechanically Complete Facility
Equipment,Materials Red Line
Documents
RegulatoryAuthorities
Turn Over Packages
� Material &Equipment� Contractor
Drawings
� Resources� Infrastructure
From Phase 5Task 5-6
RFIsAnswered
From Phase 5Task 5-10
From Phase 5Task 5-9
From Phase 5Task 5-5
From Phase 4Task 4-16
From Ph. 4, 5Task 4-15, 5-7
FacilityConstructed
To Phase 6Task 6-2
§ ConstructionCheck-outCompleted byPackage orSystem§ Demobilization
Initiated
§ Facility or SystemMechanicallyCompleted§ Spare and Change
Parts Assembled§ Facility or system
care, custody andcontrol presentedto client
To Phase 6Task 6-5
5-12
5-11
5-13 5-14
Constructed Facility
To Phase 6Task 6-4
From Phase 6Task 6-4
PSSR Request
Ongoing:§ Cost Mgt.§ Change Mgt.§ Value Plus§ Schedule Mgt.§ Reports§ Lessons Lrnd.§ QA/QC§ Safety Mgt.§ Rework
V7V12
M3
M10
M6
P100P131P133
M13
P135P134
M8
OngoingActivities
§ Client Survey§ Audits§ Accounting
QualityAccounting
P310P320
M8M9
M9
PSSR Punch List
9 of 16
V22
CCCApproved ?
5-15
Recycle Packages
YesNo
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
P500P501
P500
V2
M1M2M5
M12
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGNDISCIPLINES
SUPPLYMANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS(EXTERNAL)
PROCESSENGINEERING/ENVIRON-MENTAL
OTHERS(INTERNAL)
PROJECTMANAGEMENT/SERVICES
CLIENT
Process Connectoror TerminatorKEY: Decision InvolvementP202 V3 M2
ProcessIndustriesStandardOperatingProcedure
JacobsValueEnhancingPracticeSM
Measurement
See Glossary for explanation ofterms; and definitions of StandardOperating Procedures, ValueEnhancing PracticesSM, andMeasures.
Task(s)
ConstructionContracts
Start-upSchedule
TrainedOperators
PHASE 6Start-up
Red LineConstructionDocuments
Project DataBooks
Facility OperatingOn Feed-stock
Updated ConstructionDocument Mark-ups
PSSRFrom Phase 3Task 3-19
From Phase 4Task 4-19
From Phase 5Task 5-12
DocumentsPrepared
To Phase 5Task 5-6
From Phase 5Task 5-4
Pre-Start-upSafety Review
Completed
From Phase 5Task 5-15
§ FacilityPrecom-missioningCompleted§ Engineering
Check-outCompleted
Feed-stockSupply
To Phase 6Task 6-7
To Phase 6Task 6-8
6-2
OperatorsTrained
6-4
6-5 6 - 6
� Construction TurnoverCertificates� Mechanically Complete
Facility
Authorization
� Commissioning/Start-upPlan� Performance Plan� Performance Test Docs� Safety Action Plan� Operating Plan� Training, Operation and
Maintenance Manuals� Updated Construction
Documents (As-Builts)
� Staffing Plan� Start-up Program� Start-up Schedule� Safety Program� Budget
6-3
ProcessFeed-stock
From Phase 5Task 5-13
To Phase 5Task 5-14
Start-up PhaseInitiated§ Kick Off
Meetings§ Client
Expectations§ Project
ExecutionPlanning§ Team
Alignment§ Prior Phase
Data Validation§ Lessons
Learned§ Commission-
ing / Start-UpPlanning
V8
V1
V7V5
V10
P100
P202P131
6-1
Ongoing:§ Cost Mgt.§ Change Mgt.§ Schedule Mgt.§ Reports§ Lessons Lrnd.
P100P131P133P134
OngoingActivities
§ Client Survey§ Accounting
QualityAccounting
P310
PSSRRequest
PSSRPunchlist
10 of 16
PrecommissionedFacility
P202
To Phase 7Task 7-2
§ FacilityCommissioned§ Facility
Start-upCompleted
6-6
V2
M1M2M5
V7
M3M6
M10
V22
Safety Safety Safety Safety
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGNDISCIPLINES
SUPPLYMANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS(EXTERNAL)
PROCESSENGINEERING/ENVIRON-MENTAL
OTHERS(INTERNAL)
PROJECTMANAGEMENT/SERVICES
CLIENT
Process Connectoror TerminatorKEY: Decision InvolvementP202 V3 M2
ProcessIndustriesStandardOperatingProcedure
JacobsValueEnhancingPracticeSM
Measurement
See Glossary for explanation ofterms; and definitions of StandardOperating Procedures, ValueEnhancing PracticesSM, andMeasures.
Task(s)
PHASE 6 - ContinuedStart-up
Facility Operatingon Feed-stock
Performance TestCertificate
RecordDocuments
AcceptanceDocumentation
Updated ConstructionDocument Markups(As-Builts)
AcceptedFacility
Regulatory AuthorityApproving Occupancy /Acceptance
From Phase 6Task 6-6
From Phase 6Task 6-6
RecordDocuments
Created
PerformanceTest
Completed
FacilityAccepted
Long TermCommercialPerformanceCommenced
To Phase 7Task 7-3 & 7-4
To Phase 7Task 7-4
6-96-8
OngoingActivities
§ Client Survey§ Accounting
QualityAccounting
P310
Ongoing:§ Cost Mgt.§ Change Mgt.§ Schedule Mgt.§ Reports§ Lessons Lrnd.V7
P100P131P133P134
6-7
6-10
M7 M7
11 of 16
P100
P202
M3M6
M10
V2
M1M2M5
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
Cross-Functional Map - Chemical Process Industry (CPI)
DESIGNDISCIPLINES
SUPPLYMANAGEMENT
CONSTRUCTION
SUPPLIERS
OTHERS(EXTERNAL)
PROCESSENGINEERING/ENVIRON-MENTAL
OTHERS(INTERNAL)
PROJECTMANAGEMENT/SERVICES
CLIENT
Process Connectoror TerminatorKEY: Decision InvolvementP202 V3 M2
ProcessIndustriesStandardOperatingProcedure
JacobsValueEnhancingPracticeSM
Measurement
See Glossary for explanation ofterms; and definitions of StandardOperating Procedures, ValueEnhancing PracticesSM, andMeasures.
Task(s)
CloseoutPlan
PHASE 7Closeout
AcceptanceDocumentation
LessonsLearned
RecordDocuments
Receipt
Procurement& ContractRecords
Outstanding Warranty Issues
From Phase 6Task 6-5
Prior PhaseCompletions
§ Final EPCSurveyObtained§ Lessons
LearnedConducted§ Lessons
LearnedCompiledFrom AllPhases
ProjectCloseoutPlanned
PurchaseOrders &Contracts
Closed
Data Assembly& Compilation Completed
From Phase 6Task 6-7
DocumentationReceived
Files ArchivedWarrantyIssues
Resolved
FinalAcceptance
Made
Financial &ContractualClose Out
Completed
Finish
� Benchmarking Data� Final Accounting� Project Closure
Notice
� Final Acceptance Certificate� Retention Release� Final Payment
FinalAcceptanceRequest
� Data/Document Files� Archive Log� Project Completion Report
� Final Project Report� Record Documents� Warranty File� Client Assets
7-8
7-2
7-3
7-1
7-4 7-6 7-7 7-9
7-5
� Lessons Learned� Final Client Survey
P100
M1M5
P100P202
P404P405
P100
M2
V2V7
P100P310
12 of 16
OperabilityAssessment
SurveyConducted
(Future)
From Phase 6Task 6-9
PrecommissioningDocuments
Safety Accounting
P401
P100P202
P100P401P404P405
IS
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
GlossaryChemical Process Industry (CPI)
Clarifications, Abbreviations,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 PRACTICESSM (JVEPsSM)
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 defined in its quality plan
M-13 Value Plus See Value Plus in Definitions
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
PI-SOP-501 Field Inspection and Testing
13 of 16
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
GlossaryChemical Process Industry (CPI)
Clarifications, Abbreviations,Definitions and Conventions
DEFINITIONS
14 of 16
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 development of the “construction documents”.
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.
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
GlossaryChemical Process Industry (CPI)
Clarifications, Abbreviations,Definitions and Conventions
DEFINITIONS (Continued)
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Fit-up (also known as fit-out)
Phase of construction which provides the major interior construction (e.g. partitions, ceiling, HVAC, main process headers, electrical distribution, etc.) once the building shell or enclosure has been completed. It provides the working environment for the intended use of the facility.
GMP Review Design review to ensure compliance with cGMP requirements.
HAZOP Hazard and Operability (HAZOP) study is a comprehensive, systematic and structured examination of the proposed design. A HAZOP study is a forum in which the cause and hazardous consequences of potential deviation from normal plant status are considered and where operability problems are identified and ultimately resolved.
IFC Issue for Construction. All engineering documents issued to construct the project. Drawing revisions prior to IFC are letter revisions with the IFC initial issue being Rev “0” (zero). All revisions after IFC will be numbered revisions.
IFD Issue for Design. All engineering documents issued formally as a basis for design by others (intra- or inter- discipline).
IPA Independent Project Analysis. A for-profit organization that maintains a confidential database of project performance data against which it benchmarks the performance of owners’ projects.
IPA FEL Index IPA's developed index that ranks a project's completeness for definition and FEL. The index is scored from 3 – 12 with scores of 4 – 5 being described as "Best in Class" and higher scores indicating a greater degree of incompleteness.
Interactive Planning (V-6)
Meeting of all stakeholders and key participants to create a vision of the overall project schedule and approach, using a wall board presentation tool, with the intent of obtaining ownership and commitment by all participants.
Jacobs System to Ensure Project SuccessSM
JSTEPSSM. A system that incorporates work process maps into Jacobs management system as a tool for ensuring project success.
Jacobs Value Enhancing PracticesSM
JVEPsSM. Key practices that, when used consistently and collectively, significantly increase the value of Jacobs' services to its clients.
Labor Relations Program Program for evaluating labor availability, capability and cost; establishing relationships with local and national labor bodies for using labor resources, harmony and ongoing communications.
Lessons Learned (V-7)
Review of knowledge gained from past projects for the same client or for similar purposes or in the same location that could benefit the performance of the current project or knowledge gained from the current project that could be beneficially applied to future projects.
Line of Business An industry, or group of industries with similar characteristics, which Jacobs serves, e.g. Mining and Minerals, Chemical Process, Facilities.
Long Lead Equipment Equipment for which the time from order through delivery is so long as to be a determining factor in the overall project schedule and which may require to be purchased earlier than indicated by the normal process flow.
Long Term Commercial Performance
Output quantity and quality achieved once all necessary adjustments have been made and all operational learnings have been achieved. May be many years for some processes.
MTO Material Take-Off. A calculation of construction material quantities needed based on design drawings.
Management of Change (MOC)
An operational safety and operability review involving changes to an existing facility.
Market Study Analysis of the likely consumers of the product of the project including the likely level of consumption at various prices over a period of years.
Master Plan Overall plan for the future development of a project or facility site including site conditions, overall building layouts, traffic flow and future site improvements. Establishes the basis to which all project or site work conforms.
Mechanical Completion
Completion of construction in accordance with the contract documents as verified by the construction checkout documentation. Does not include starting equipment other than to verify direction of rotation.
Milestone Schedule High level schedule that identifies the points in time when major activities will be completed.
O&M Documentation Operations and maintenance manuals and other documents required for the operation of the facility, largely provided by equipment vendors but supplemented by engineering documentation.
Occupancy Time in the construction of the facility at which the owner or occupier moves into and begins using the facility for its intended purpose.
Opportunity Apparent chance for client to improve his business.
Option Technological and physical solutions that will satisfy the requirements specified in the design basis.
Order of Magnitude Estimate
Estimate produced during Phase 1, Feasibility, based on little documentation, typically having an accuracy of +50% to –35%.
Owner Generally used to mean the entity for which the work is being done, but occasionally refers to the strict legal owner of the project as determined by the context. Used herein interchangeably with client.
PDRI (V-9)
Project Definition Rating Index. A tool created by CII to objectively measure the quality of the definition of the scope of a project at a particular point in time.
Path Forward Identification of activities needed to achieve progress and plan to perform them.
Performance Improvement Notice
A document used to initiate and monitor effective resolution of observations, suggestions, or nonconformances arising from the performance evaluation process.
Performance Plan Plan to demonstrate the performance of the project in accordance with its design objectives. Includes organization, contractor/supplier participation, duration of demonstration tests, production rates and specifications, verification methods.
Performance Test Operation of the facility for a predetermined period of time under specified conditions to demonstrate that it can achieve its design objective product quantity and quality. Frequently the basis for final acceptance of equipment and final payments to vendors.
Performance Test Documents
Documentation to be completed prior to, during and subsequent to performance tests as part of the performance plan to provide a formal record of the plant performance during the tests.
Permits Permits issued by authorities having jurisdiction over various aspects of the project construction which are required before some or all of the construction may commence. Examples include certain environmental permits, provisional use permits, and building (structural, electrical, plumbing, etc.) permits
Plot Plan A scaled drawing showing an overall unit within a facility with all major equipment, structures and building.
Precommissioning Activities performed after mechanical completion in preparation for introducing feed-stock into the plant and putting it into full operation. Precommissioning includes activities such as putting electrical, compressed air and plant water systems into operation, filling reactors with catalyst, running systems with no load or simulating operations with water, drying out refractory vessel linings, etc.
Predictive Maintenance V-16
An approach to maintaining a facility whereby equipment is monitored and repairs are made before failure. Typically, such an approach requires adding various measurement devices to evaluate operating characteristics.
Preliminary Engineering Phase Report
Report produced at the end of Phase 3, Preliminary Engineering.
Pre-Start-Up Safety Review
Formal review led by the client to confirm that the constructed facility is ready to start-up safely and to confirm that: 1) the unit has been designed and constructed in accordance with design specifications, 2) proper safety, maintenance and emergency procedures have been instituted, 3) appropriate training of personnel has been completed and 4) appropriate documentation has been updated. US law (OSHA 1910) requires that the review be held before the start-up of certain classes of new or modified facility. Also called Pre-Start-Up Change Management Review.
Process Industries Standard Operating Procedures (PI-SOPs)
PI-SOPs are standard operating procedures issued jointly by the Northern, Southern, and Western Regions to implement the GSOPs.
Process Reliability Modeling (V-17)
A simulation technique to examine operability targets for a facility. The objective is to determine the most economical sizing, spacing, and storage conditions that meet operability goals while minimizing cost. Typically, specialized computer software and/or a consultant are necessary (IPA VIP).
Process Simplification (V-18)
Disciplined analytical method for reducing investment of operating costs by combining or making unnecessary one or more chemical or physical processing steps (IPA VIP).
Project Objectives (V-10)
Clear statement of the project goals, drivers, and constraints that will enable the project management team to maintain its focus and make responsible decisions; including capital cost permitted, completion milestones required, cash-flow constraints, new technology application and purpose, environmental goals and operational considerations.
Process Simulation Simulation studies to optimize a design based on chosen optimization parameters using a computer based model of the process.
Project Data Books Compilation of information prepared for the plant at the end of a project. Contents vary with owner, industry and contract but can include calculations, drawings and specifications, test data, vendor drawings and manuals. They can be electronic (CD).
Project Execution Plan (V-5)
Overall plan for performing a defined scope of work including all necessary elements such as goals and objectives, scope of work, organization, schedule, and plans for risk management, contracting, design, material management, construction, start-up, quality, safety, etc.
RFI Request for Information. A request from the construction entity for additional information, clarification or direction to enable construction to proceed.
ROI Return on Investment. A financial method to compare the monetary outcome of the project against the owners expectations and against investing the required capital in a different opportunity.
Record Documents Construction documents updated to reflect changes made or errors found during construction and start-up.
Red Line Documents Construction documents marked up during construction to reflect the manner in which the project was actually constructed. Changes can result from errors, measurements being field determined, or as-found conditions being other than expected.
Regulatory and Permitting Requirements
Any and all legal and regulatory restrictions and constraints that may impact the project including those related to air and water emissions and quality, land usage, building code compliance, resource conservation, existing pollution including those of EPA, OSHA, FDA, Building Codes.
JSTEPS
Rev. No. 2Rev. Date: June 1, 2005Approved by: B. Herrington
SM
Page:Copyright©Jacobs EngineeringGroup Inc., 2005
GlossaryChemical Process Industry (CPI)
Clarifications, Abbreviations,Definitions and Conventions
DEFINITIONS (Continued)
Major/Long LeadEquipment Specs/Data Sheets
SchematicDrawings
PreliminaryProcess Design
Estimate
Fac
§ Major Equip.Defined§ Design Basis
Updated§ Preliminary
ProcessDesignCompleted
SchematicDesign
EstimateCompleted
Major/LongLead
Equipment BidsRequested
PreliminaryEngineeringCompleted
3-2
SchematicDesign
Completed
3-6
DesignDevelopment
Completed
PhBFac
Fac
3-4
3-3
V4
P204P205
P100
P401
P203P204P403
DESIGNDISCIPLINES
SUPPLYMANAGEMENT
PROCESSENGINEERING/ARCHITECT
PROJECTMANAGEMENT
CLIENT
Non-primaryinvolvement byclient in task 3-2.
Preliminary EngineeringTask 3-6 completed byProcess Engineeringand Design Disciplineswith involvement byClient and MaterialsManagement.
Output fromtask 3-2 andinput to task3-6. SOPs
applicable totask 3-6.
Value EnhancingPractice applicableto task 3-6.
Line of Businessexception forPharma-Bio andFacilities which callthis task DesignDevelopment.
Task numberconsists of phasenumber followedby sequentialnumber.
Secondaryflow line.
Primaryflow line.
Work processtask(s) or activitiesidentified by nounand past tenseverb combination.
MAP DRAFTING CONVENTIONS
Functional groupsinvolved in projectexecution.
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Dashed lines on a task boxindicate that functional groupdoes not participate.
Supplemental Investigations
Any additional work needed to be performed by the owner to progress the project such as laboratory or pilot plant testwork, geological or geotechnical investigation, technology demonstration, environmental studies, etc.
Supplier Generic term for any entity providing a supply or service to the project, including equipment and material vendors, construction contractors, and consultants of all types.
Team Alignment (V-8)
Process to ensure that all key team members—Client, Jacobs, and suppliers—have the same clear understanding of the project goals and objectives and the means for achieving them. This process includes elements of team building, facilitation, and planning, and incorporates methods to improve interpersonal skills, resulting in an aligned, focused, and motivated work team.
Technology Selection (V-19)
A formal systematic process by which a company searches for production technology outside of the company (or, in some instances, in other divisions within the company) that may be superior to that currently in its manufacturing plants (IPA VIP).
Test and Acceptance Report
Documentation completed during the process of construction check-out and signed by the owner to signify his acceptance of tests as having been satisfactorily completed.
Training, Operations and Maintenance Manuals
See “vendor data”. Training and operations plans and procedures are also prepared by the plant and engineer.
Turnover Package Package containing the documentation, such as inspection, test, reports that needs to be completed prior to turning over all or an element of the project to the owner.
Turn-over Systems List List of the systems to be separately handed over to the owner.
Updated Construction Documents
Construction documents revised to incorporate changes made or required during construction.
VEP See Jacobs Value Enhancing PracticesSM
VIP Value Improving Practices. A term coined by IPA for a practice which has been statistically demonstrated to improve project performance and outcome.
Value Enhancing Practices
SM
VEPs SM
. Best practices identified by CII and IPA that, when used consistently and collectively, significantly increase the value of the project.
Value Engineering (V-11)
A disciplined method of functional analysis used during design, often employing an internal or external consultant, aimed at eliminating or modifying items that do not contribute to meeting business needs.
Value Plus (V-12)
An organized system to recognize and report value added provided by the Project Team. It promotes a cultural change to increase value awareness by recording all value adding concepts and uses a wall chart to advertise progress towards goal. Total Value Added includes operational savings, capital avoidance, EPC savings, and other savings. Also known as EPCM Initiative Savings.
Vendor Data Drawings, documents, manuals and other information provided by suppliers of equipment and materials under purchase orders including design drawings, installation instructions, maintenance manuals and operating instructions.
Warranty File File containing documentation of and relating to warranties provided by suppliers.
Waste Minimization (V-20)
A disciplined approach used during design to minimize the production of waste products. Such an approach might add additional equipment or examine alternate process technologies that have lower waste side-streams (IPA VIP)
Regulatory Authorities Any agency or authority having jurisdiction over any aspect of the project, e.g. EPA, AQMD, OSHA, FDA, Building Officials.
Reliability Planning/Predictive Maintenance (V-16)
Disciplined approach in analyzing plant operations to improve mechanical reliability of equipment through improved design. For key critical equipment, equipment is monitored and repairs are made before failure. Typically, such an approach requires adding various measurement devices to evaluate operating characteristics (IPA VIP).
Risk Analysis Identification of those significant factors that could prevent the project from meeting its business objectives, such as labor unrest, weather, changing market conditions, new technology, poorly defined work scope, poor planning, etc.; together with an assessment of the probability of each; and means and cost of mitigation.
Room Requirements Definition of required environmental conditions such as cleanliness, relative humidity, temperature, lighting level, and special electrical, plumbing and HVAC requirements.
Room Schedule Listing of finishes (e.g. floors, walls, ceilings) and specialties (e.g. doors, windows, hardware) for each space in the building.
Safety File File containing all of the relevant health and safety characteristics of the project, updated throughout the project, which becomes the owner’s formal record on project completion. Also known as the Health and Safety File.
Safety Program Program employed to define the organization, procedures and methods that will be employed to ensure the safe execution of work.
Scale-up Criteria Chemical, unit operations and equipment variables, how they scale-up, and boundaries.
Single Line (Diagram) Drawing that schematically depicts the major elements of an electrical power distribution system including typically transformers, feeders, switchgear, motor control centers, motors and other significant loads.
Site Plan A scaled drawing showing the overall facility. This will normally include all operating units, administrative buildings and locations of all access into the plant.
Site Safety Program “Safety program” tailored for a specific site
Sociological, Technological, Economic, Political, Environmental
Major categories to be considered when evaluating the feasibility of a project opportunity for an owner. Includes review of regulatory agency issues; public acceptance issues; capital, operating, and other cost issues (including ROI, IRR, sensitivity and other cost analyses); trans-national, federal, national and local governmental issues; as well as environmental impact of proposed development.
Spare and Change Parts
Spare and interchangeable parts for project equipment that are provided under the contract.
Study Estimate Estimate produced during Phase 2, Conceptual Design, based on early documentation, typically having an accuracy of +30% to –20%.
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