Project NavigatorPN101 Overview
Presentation Outline
© 2011 RPH Consulting, Ltd. All Rights Reserved
• Introduction
• Project Navigator Objectives
• Project Navigator Structure
• Project Navigator Components
• Planning with the Project Navigator
• Milestone Reviews
• Project Navigator Improvement
• Conclusion
2
Introduction
© 2011 RPH Consulting, Ltd. All Rights Reserved
What is the Project Navigator?
• A proprietary Knowledge Base that includes:• Terminology with common, qualitative definitions
• A complete catalog of FEP, Proposal and EPC Project processes
• Performance Requirements with RACI assigned responsibilities
• Checklists
• Forms and Reports
• Handbooks and Manuals
• Training Programs
• Gated system that includes defined “Milestone Reviews” whichmust be cleared for the project to progress.
• A tool for mapping out FEP, Proposal and EPC Project steps.
• A collaboration tool to align deliverables from work processesamong project stakeholders (owner, engineer, OEMs, contractors)
• Incorporates best practices and learning experiences from CII,AACE and PMI.
3
Introduction
© 2011 RPH Consulting, Ltd. All Rights Reserved
Key principles
• A paradigm shift• FROM: avoiding mistakes learned on past projects (e.g. Lessons Learned) or
utilizing a patchwork of industry best practices
• TO: planning to perform all work timely, completely and correctly at thebeginning of the project to meet the requirements of the end of the project.
• Requires executive management active participation.
• It is the “glue” that holds all the project deliverables together
• It is NOT a Project Controls tool.
• It is “What We Do”
4
Introduction
© 2011 RPH Consulting, Ltd. All Rights Reserved
Why Use the Project Navigator?
• Consistent delivery of quality projects with more predictableoutcomes:
• Based on logical project execution sequence• Verify project information quality at key “milestones” or gates• Provide mechanism to incorporate Best Practices• Create additional management of risk mechanism
• Provide effective communication tool• Provide auditable “status” of project• Allow senior management a “window” into project execution• Common language to project status
• Create a competitive edge• It also is a good selling tool
5
Introduction
© 2011 RPH Consulting, Ltd. All Rights Reserved 6
Why use theProject
Navigator?
SupportsCommercialCompliance
Focuses onResults
CommunicatesExpectations
ImprovedCommunications
IntegratedWork
Processes
ContinuousImprovement
EnhancedRisk
Management
ImprovedProductivity
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 7
Hierarchal Structure – Project Execution
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 8
Hierarchal Structure – Project Execution
Control Level: the common enterpriselevel at which all projects look the same(i.e. Stages; Milestones, Objectives).This is the level at which the projectdeliverables are assessed
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 9
Hierarchal Structure – Project Execution
Execution Level: the level at which thework processes are utilized to producethe client and internal deliverables
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 10
Hierarchal Structure – Project Execution
Company policies, procedures,technical instructions, software, etc.
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 11
Hierarchal Structure – Project Management
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 12
ENGINEERING
PROCUREMENT
FABRICATION AND CONSTRUCTION
COMMISSIONING
FRONT END PLANNING
MFEP1
MFEP3
MFEP2
MEPC1
MEPC2
MEPC3
MEPC4
MEPC5
MEPC6
MEPC8
MEPC7
MEPC9
MSC1
MSC2
MSC3
MFEP0
PROPOSAL & KICK OFF
MP2
MP3
MP4
MP1
Phase Structure
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 13
ENGINEERING
PROCUREMENT
FABRICATION AND CONSTRUCTION
COMMISSIONING
FRONT END PLANNING
MFEP1
MFEP3
MFEP2
MEPC1
MEPC2
MEPC3
MEPC4
MEPC5
MEPC6
MEPC8
MEPC7
MEPC9
MSC1
MSC2
MSC3
MFEP0
PROPOSAL & KICK OFF
MP2
MP3
MP4
MP1
Phase Structure
Proposal and Kick Off Phase. This is a“sliding” phase to reflect various entrypoints into the project life cycle basedon different types of contracts (e.g.EPC, CM, C, etc.). This phase beginswith a “Go / No Go” decision to tenderand ends with the project Kick Off.
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 14
ENGINEERING
PROCUREMENT
FABRICATION AND CONSTRUCTION
COMMISSIONING
FRONT END PLANNING
MFEP1
MFEP3
MFEP2
MEPC1
MEPC2
MEPC3
MEPC4
MEPC5
MEPC6
MEPC8
MEPC7
MEPC9
MSC1
MSC2
MSC3
MFEP0
PROPOSAL & KICK OFF
MP2
MP3
MP4
MP1
Phase Structure
Front End Planning Phase – this is an Owner owned phase.The consultant provides technical and project management tothe owner during this phase. The owner’s business caseresults in an engineered solution with a set of commercial andtechnical documents that another qualified EPC contractor candetail design, procure equipment, construct and start up.
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 15
ENGINEERING
PROCUREMENT
FABRICATION AND CONSTRUCTION
COMMISSIONING
FRONT END PLANNING
MFEP1
MFEP3
MFEP2
MEPC1
MEPC2
MEPC3
MEPC4
MEPC5
MEPC6
MEPC8
MEPC7
MEPC9
MSC1
MSC2
MSC3
MFEP0
PROPOSAL & KICK OFF
MP2
MP3
MP4
MP1
Phase Structure
Engineering, Procurement, Construction Phases – Phases inwhich detailed design is completed; equipment and fabricatedmaterials are procured; the facility is constructed,commissioned and started up.
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 16
Key Activity Structure
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 17
Key Activity Structure
Functional areas representing thescope of work deliverables to theowner
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 18
Key Activity Structure
Functional areas required to manage theproject and fulfill the contractualobligations
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 19
Critical PO's Awarded;
Basic Engineering
Completed
Layout & Main Structure
FrozenGlobal Design Complete
Detailed Engineering
Complete; Major
Subcontracts Awarded
EPC1 EPC2 EPC3 EPC4
PROCUREMENT
ENGINEERING
Phases are subdivided into Stages.Milestones are achieved at completion of StageRequirements.
Stage Structure
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 20
ENGINEERINGCritical PO's Awarded;
Basic Engineering
Completed
Layout & Main Structure
FrozenGlobal Design Complete
Detailed Engineering
Complete; Major
Subcontracts Awarded
Key ObjectivesWork ScopeP&IDs –all lines sizedFrozen Supplier Interface for OEMand BOP Equipment IncludedMain Building FinalSecondary Steel FrozenAll Instruments TaggedEquipment Room Layouts FrozenFAT for OEM EquipmentSystem Boundaries DraftCommissioning Procedures IssuedProject ManagementAward General Contract
Key ObjectivesWork ScopeP&IDs for Critical LinesOEM 1st Information Included inEngineeringBuilding Structure Member SizesFrozenFAT for OEM EquipmentProject Management2nd Priority Equipment PurchaseOrders Placed
Key ObjectivesWork ScopeDesign Basis CompletePiping Materials Spec’dMajor Equipment LocatedMain Building Interdisipline CheckedOEM 1st InformationCommissioning Plan EstablishedMech Compl for OEM EquipmentDefinedFAT Procedures/Criteria for OEMEquipment AgreedProject ManagementClient/Partner Contracts in PlaceQuantity Estimate VerifiedProcedures In Place
Key ObjectivesWork ScopeP&IDs – all instrument logic shown;control & alarm setting includedOEM & BOP Fab InformationIncludedAutomation Spec finalizedCompletion Plan FinalSystem Boundaries FinalCommissioning ProceduresInterdiscipline CheckedCommissioning Procedures based onFab & Comm Info for OEM & BOPEquipmentProject ManagementGC MobilizedTemporary Facilities Complete
LAYOUT & BLDGSTRUCTURE FROZEN
CRITICAL ORDERSPLACED
GLOBAL DESIGNCOMPLETE
DETAIL DESIGNCOMPLETE
Stage Gate Requirements / Milestone Objectives
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 21
ENGINEERINGCritical PO's Awarded;
Basic Engineering
Completed
Layout & Main Structure
FrozenGlobal Design Complete
Detailed Engineering
Complete; Major
Subcontracts Awarded
Key ObjectivesWork ScopeP&IDs –all lines sizedFrozen Supplier Interface for OEMand BOP Equipment IncludedMain Building FinalSecondary Steel FrozenAll Instruments TaggedEquipment Room Layouts FrozenFAT for OEM EquipmentSystem Boundaries DraftCommissioning Procedures IssuedProject ManagementAward General Contract
Key ObjectivesWork ScopeP&IDs for Critical LinesOEM 1st Information Included inEngineeringBuilding Structure Member SizesFrozenFAT for OEM EquipmentProject Management2nd Priority Equipment PurchaseOrders Placed
Key ObjectivesWork ScopeDesign Basis CompletePiping Materials Spec’dMajor Equipment LocatedMain Building Interdisipline CheckedOEM 1st InformationCommissioning Plan EstablishedMech Compl for OEM EquipmentDefinedFAT Procedures/Criteria for OEMEquipment AgreedProject ManagementClient/Partner Contracts in PlaceQuantity Estimate VerifiedProcedures In Place
Key ObjectivesWork ScopeP&IDs – all instrument logic shown;control & alarm setting includedOEM & BOP Fab InformationIncludedAutomation Spec finalizedCompletion Plan FinalSystem Boundaries FinalCommissioning ProceduresInterdiscipline CheckedCommissioning Procedures based onFab & Comm Info for OEM & BOPEquipmentProject ManagementGC MobilizedTemporary Facilities Complete
LAYOUT & BLDGSTRUCTURE FROZEN
CRITICAL ORDERSPLACED
GLOBAL DESIGNCOMPLETE
DETAIL DESIGNCOMPLETE
Stage Gate Requirements / Milestone Objectives
Milestones formally designate theend of a Stage
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 22
ENGINEERINGCritical PO's Awarded;
Basic Engineering
Completed
Layout & Main Structure
FrozenGlobal Design Complete
Detailed Engineering
Complete; Major
Subcontracts Awarded
Key ObjectivesWork ScopeP&IDs –all lines sizedFrozen Supplier Interface for OEMand BOP Equipment IncludedMain Building FinalSecondary Steel FrozenAll Instruments TaggedEquipment Room Layouts FrozenFAT for OEM EquipmentSystem Boundaries DraftCommissioning Procedures IssuedProject ManagementAward General Contract
Key ObjectivesWork ScopeP&IDs for Critical LinesOEM 1st Information Included inEngineeringBuilding Structure Member SizesFrozenFAT for OEM EquipmentProject Management2nd Priority Equipment PurchaseOrders Placed
Key ObjectivesWork ScopeDesign Basis CompletePiping Materials Spec’dMajor Equipment LocatedMain Building Interdisipline CheckedOEM 1st InformationCommissioning Plan EstablishedMech Compl for OEM EquipmentDefinedFAT Procedures/Criteria for OEMEquipment AgreedProject ManagementClient/Partner Contracts in PlaceQuantity Estimate VerifiedProcedures In Place
Key ObjectivesWork ScopeP&IDs – all instrument logic shown;control & alarm setting includedOEM & BOP Fab InformationIncludedAutomation Spec finalizedCompletion Plan FinalSystem Boundaries FinalCommissioning ProceduresInterdiscipline CheckedCommissioning Procedures based onFab & Comm Info for OEM & BOPEquipmentProject ManagementGC MobilizedTemporary Facilities Complete
LAYOUT & BLDGSTRUCTURE FROZEN
CRITICAL ORDERSPLACED
GLOBAL DESIGNCOMPLETE
DETAIL DESIGNCOMPLETE
Stage Gate Requirements / Milestone Objectives
High level actions that need to becompleted to pass the Stage Gate /Milestone Review. Deliverables fromprocesses are assessed to determinewhether these objectives have beenmet
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 23
Process Maps
The Execution Level for each Phasehas both a Project Execution andProject Management process map
The fundamental component of the Execution Level isthe “process”. Processes are strategically placedbetween Milestones based on Best Practices andsuccessful completed projects.
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 24
Process Map showing Engineering Processes
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 25
Process Map showing Engineering Processes
WBS Processes areshown in “Green”
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 26
Process Map showing Engineering Processes
Non WBS Processesare shown in “Blue”
Project Navigator Structure
© 2011 RPH Consulting, Ltd. All Rights Reserved 27
Project Navigator
Processes formanaging work basedon company bestpractices
Processes forexecuting work basedon company andindustry best practices
Common language fordescribing quality ofinformation ofdeliverables
Process Diagramsdepicting internal andexternal dependencies
Accountability and
hands-on management
Project Managementprocesses are alignedto support ProjectExecution Milestones
Project ExecutionProject Management
Project Execution DRIVES Project Management
Project Navigator Components
© 2011 RPH Consulting, Ltd. All Rights Reserved 28
ProcessMaps
Control LevelExecution Level Checklists
MilestoneReviews
MilestoneRequirements
RACI Performance Requirements
RPH Construction Services, Ltd.
EPC Project Template
Checkpoint Review Certificate
Job Number :
Job Name :
Client :
Milestone :
Date(s) of Review :
Name Sign Date
JNE Proj Mgr
OEM Proj Mgr
CAL Engr Mgr
CAL Const Mgr
CAL Project Director
SNA VP Engineering
Applicable Milestone requirements have been met in full and the project shouldproceed into the next stage without the need for corrective action
Result of Milestone Gate Review:
Process Diagrams
x
PROJECT EXECUTIONCritical PO's Awarded;
Basic Engineering
Completed
Layout & Main Structure
FrozenGlobal Design Complete
Detailed Engineering
Complete; Major
Subcontracts Awarded
Prefabrication &
Manufacturing Complete
Preassemblies Ready
for Shipment
All Process Equipment
Positioned
All Assembly Work
CompletedMechanical Complete Systems Commissioned Start-up Complete Takeover Complete
MILESTONE REQUIREMENTS EPC1 EPC2 EPC3 EPC4 EPC5 EPC6 EPC7 EPC8 EPC9 SC1 SC2 SC3PE02 HSE IN DESIGN
- Failure frequency data - Failure frequency data - Failure frequency data
- Failure frequency data
- Main assumptions - Main assumptions - Main assumptions
- Main assumptions
- External environment - External environment - External environment
- Working environment - External environment - Working environment - Working environment
- Working environment
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:Accidental risk studies and
analyses, preliminary:
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study- Fatal accident rate study - Collision, dropped objects,
etc. study
- Fatal accident rate study - Fatal accident rate study
Financial loss study - Fatal accident rate study Financial loss study Financial loss study
Financial loss study
PE03 SYSTEM ENGINEERINGP&ID’s (incl. Line List) &MEL
- Material selection reflected - Critical lines sized - All lines sized - All instrument logic
reflected- Pipe spec & spec breaks - HAZOP performed - Control and alarm settings
included- Valves shown Master Equipment List
(MEL):
Master Equipment List
(MEL):
Master Equipment List (MEL):
- Vents & drains identified
Master Equipment List
(MEL): Process Line List: Process Line List:
Process Line List:
Master Equipment List
(MEL): Master Equipment List
(MEL):Master Equipment List
(MEL):
Process Line List:
Process Line List:
- All tagged items shown
Process Line List:
E&I Databases and Registers Instrument List: Instrument List: Instrument List: Instrument List: Instrument List: As built information added
Instrument List:
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
FABRICATION AND CONSTRUCTION
ENGINEERING
PROCUREMENT
COMMISSIONING
Identification of hazard and
accidents, FIRST DRAFT:
Identification of hazard and
accidents; FROZEN:
As built information
incorporated
As built information
incorporated
As built information
incorporated
Identification of hazard and
accidents; INTERDISCIPLINE
CHECKED:
Piping & Instrument
Diagrams (P&IDs):
- Fire and explosion
calculations
Identification of hazard and
accidents; COMPLETE:
- Frequencies of init ial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of init ial
events
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
- PCV/PSV and inline
instruments sized
- Frozen Information
included for 1st Priority
Equipment - Frozen Supplier
Information included for 3rd
Priority Equipment
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument Diagrams
(P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
- HAZOP comments
incorporated
- P&ID/3D model
comparison done
- Certified/final approved
vendor info reflected
- Certified/final approved
vendor info reflected
All information required for EIT
installation implemented.
- Fabrication Information for all
equipment
- First Supplier Information for
1st Priority Equipment
- Frozen Supplier Information
for 1st Priority Equipment
- First Supplier Information for
2nd Priority Equipment
- Frozen Supplier Information
for 2nd Priority Equipment
- Frozen Supplier Information
for 3rd Priority Equipment
- As built information
incorporated
- Draft equipment list for 2nd
Priority Equipment
- First Supplier Information
included for 1st Priority
Equipment
- Lines shown with
estimated sizes
- First Supplier Information
included for 1st Priority
Equipment
- Final Supplier Information for
all equipment
- All tagged items contain
process data, load data
- Frozen Supplier
Information included for 3rd
Priority Equipment
- First Supplier
Information included for
2nd Priority Equipment
- Frozen Supplier
Information included for 1st
Priority Equipment
- First Supplier Information
included for 2nd Priority
Equipment
- Draft equipment list for 3rd
Priority Equipment
Project Navigator© 2011 RPH Consulting, Ltd. All Rights Reserved.
Project Title:
Project No.:
Client:
Milestone: M EPC4 Sign Date
Proj Mgr:
Key Activity Auditor:
Process or Handbook Subsection
Performance Requirement Responsibility Form No. Complete Remarks
PM05 QUANTITY MANAGEMENTMilestone Requirements (Control Level)
Quantity budgets for all commodities finalized based on IFC engineeringinformation
PROJ MGR
Quantity reporting to client in accordance with client agreement PROJ MGR
Quantity ManagementAll Quantity Management changes to date reflected in the Project ExecutionPlan?
PROJ MGR PEP02-04
Quantity management personnel mobilized to project in accordance with
PEP02-04?OU MGR
Quantity tracking personnel for each discpline mobilized and trained in datacollection processes and procedures?
PROJ MGR
Quantity tracking personnel trained; responsibilities communicated? SITE MGR
Quantity tracking personnel trained; responsibilities communicated verified? PROJ MGR
Quantity Budget DevelopmentQuantity Take offs performed from each Issued For Concept drawingreleases; quantities compared to Quantity Budget?
DIR EST
Quantity Management System updated to reflect each Issued For
Construction drawing releases?COST ENG Reference Engineering documents/submittals register
Has Scheduler been forwarded Current Budget quantities based on IFCDrawing releases?
COST ENG
Quantity budgets finalized based on IFC engineering information? PROJ MGR
Quantity ChangesAll approved Change Orders which affect quantities are reflected in theCurrent Budget?
COST ENG
"Detailed Design Complete; Major
Subs Awarded"
Reference Engineering documents/submittals register
Reference Change Order Status Report (PM08-01)
Project Navigator
PM00 Proposal Mgt & Admin
PM01 FEP Management
PM02 Project Execution Mgt
PM03 Contract Management
PM04 Risk Management
PM05 Quantity Management
PM06 Cost Management
PM07 Planning and Scheduling
PM08 Change Management
PM09 HSE Management
PM10 Quality Management
PM11 Information Management
Key Activities
ActivityDescriptions
Process
Piping
Electrical
Instrumentation & Controls
Mechanical
Civil
Structural
Buildings & Architectural
Project Navigator Components
© 2011 RPH Consulting, Ltd. All Rights Reserved 29
ProcessMaps
Control LevelExecution Level Checklists
MilestoneReviews
MilestoneRequirements
RACI Performance Requirements
RPH Construction Services, Ltd.
EPC Project Template
Checkpoint Review Certificate
Job Number :
Job Name :
Client :
Milestone :
Date(s) of Review :
Name Sign Date
JNE Proj Mgr
OEM Proj Mgr
CAL Engr Mgr
CAL Const Mgr
CAL Project Director
SNA VP Engineering
Applicable Milestone requirements have been met in full and the project shouldproceed into the next stage without the need for corrective action
Result of Milestone Gate Review:
Process Diagrams
x
PROJECT EXECUTIONCritical PO's Awarded;
Basic Engineering
Completed
Layout & Main Structure
FrozenGlobal Design Complete
Detailed Engineering
Complete; Major
Subcontracts Awarded
Prefabrication &
Manufacturing Complete
Preassemblies Ready
for Shipment
All Process Equipment
Positioned
All Assembly Work
CompletedMechanical Complete Systems Commissioned Start-up Complete Takeover Complete
MILESTONE REQUIREMENTS EPC1 EPC2 EPC3 EPC4 EPC5 EPC6 EPC7 EPC8 EPC9 SC1 SC2 SC3PE02 HSE IN DESIGN
- Failure frequency data - Failure frequency data - Failure frequency data
- Failure frequency data
- Main assumptions - Main assumptions - Main assumptions
- Main assumptions
- External environment - External environment - External environment
- Working environment - External environment - Working environment - Working environment
- Working environment
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:Accidental risk studies and
analyses, preliminary:
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study- Fatal accident rate study - Collision, dropped objects,
etc. study
- Fatal accident rate study - Fatal accident rate study
Financial loss study - Fatal accident rate study Financial loss study Financial loss study
Financial loss study
PE03 SYSTEM ENGINEERINGP&ID’s (incl. Line List) &MEL
- Material selection reflected - Critical lines sized - All lines sized - All instrument logic
reflected- Pipe spec & spec breaks - HAZOP performed - Control and alarm settings
included- Valves shown Master Equipment List
(MEL):
Master Equipment List
(MEL):
Master Equipment List (MEL):
- Vents & drains identified
Master Equipment List
(MEL): Process Line List: Process Line List:
Process Line List:
Master Equipment List
(MEL): Master Equipment List
(MEL):Master Equipment List
(MEL):
Process Line List:
Process Line List:
- All tagged items shown
Process Line List:
E&I Databases and Registers Instrument List: Instrument List: Instrument List: Instrument List: Instrument List: As built information added
Instrument List:
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
FABRICATION AND CONSTRUCTION
ENGINEERING
PROCUREMENT
COMMISSIONING
Identification of hazard and
accidents, FIRST DRAFT:
Identification of hazard and
accidents; FROZEN:
As built information
incorporated
As built information
incorporated
As built information
incorporated
Identification of hazard and
accidents; INTERDISCIPLINE
CHECKED:
Piping & Instrument
Diagrams (P&IDs):
- Fire and explosion
calculations
Identification of hazard and
accidents; COMPLETE:
- Frequencies of init ial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of init ial
events
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
- PCV/PSV and inline
instruments sized
- Frozen Information
included for 1st Priority
Equipment - Frozen Supplier
Information included for 3rd
Priority Equipment
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument Diagrams
(P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
- HAZOP comments
incorporated
- P&ID/3D model
comparison done
- Certified/final approved
vendor info reflected
- Certified/final approved
vendor info reflected
All information required for EIT
installation implemented.
- Fabrication Information for all
equipment
- First Supplier Information for
1st Priority Equipment
- Frozen Supplier Information
for 1st Priority Equipment
- First Supplier Information for
2nd Priority Equipment
- Frozen Supplier Information
for 2nd Priority Equipment
- Frozen Supplier Information
for 3rd Priority Equipment
- As built information
incorporated
- Draft equipment list for 2nd
Priority Equipment
- First Supplier Information
included for 1st Priority
Equipment
- Lines shown with
estimated sizes
- First Supplier Information
included for 1st Priority
Equipment
- Final Supplier Information for
all equipment
- All tagged items contain
process data, load data
- Frozen Supplier
Information included for 3rd
Priority Equipment
- First Supplier
Information included for
2nd Priority Equipment
- Frozen Supplier
Information included for 1st
Priority Equipment
- First Supplier Information
included for 2nd Priority
Equipment
- Draft equipment list for 3rd
Priority Equipment
Project Navigator© 2011 RPH Consulting, Ltd. All Rights Reserved.
Project Title:
Project No.:
Client:
Milestone: M EPC4 Sign Date
Proj Mgr:
Key Activity Auditor:
Process or Handbook Subsection
Performance Requirement Responsibility Form No. Complete Remarks
PM05 QUANTITY MANAGEMENTMilestone Requirements (Control Level)
Quantity budgets for all commodities finalized based on IFC engineeringinformation
PROJ MGR
Quantity reporting to client in accordance with client agreement PROJ MGR
Quantity ManagementAll Quantity Management changes to date reflected in the Project ExecutionPlan?
PROJ MGR PEP02-04
Quantity management personnel mobilized to project in accordance with
PEP02-04?OU MGR
Quantity tracking personnel for each discpline mobilized and trained in datacollection processes and procedures?
PROJ MGR
Quantity tracking personnel trained; responsibilities communicated? SITE MGR
Quantity tracking personnel trained; responsibilities communicated verified? PROJ MGR
Quantity Budget DevelopmentQuantity Take offs performed from each Issued For Concept drawingreleases; quantities compared to Quantity Budget?
DIR EST
Quantity Management System updated to reflect each Issued For
Construction drawing releases?COST ENG Reference Engineering documents/submittals register
Has Scheduler been forwarded Current Budget quantities based on IFCDrawing releases?
COST ENG
Quantity budgets finalized based on IFC engineering information? PROJ MGR
Quantity ChangesAll approved Change Orders which affect quantities are reflected in theCurrent Budget?
COST ENG
"Detailed Design Complete; Major
Subs Awarded"
Reference Engineering documents/submittals register
Reference Change Order Status Report (PM08-01)
Project Navigator
PM00 Proposal Mgt & Admin
PM01 FEP Management
PM02 Project Execution Mgt
PM03 Contract Management
PM04 Risk Management
PM05 Quantity Management
PM06 Cost Management
PM07 Planning and Scheduling
PM08 Change Management
PM09 HSE Management
PM10 Quality Management
PM11 Information Management
Key Activities
ActivityDescriptions
Process
Piping
Electrical
Instrumentation & Controls
Mechanical
Civil
Structural
Buildings & Architectural
Process Maps
Project Navigator Components
© 2011 RPH Consulting, Ltd. All Rights Reserved 30
ProcessMaps
Control LevelExecution Level Checklists
MilestoneReviews
MilestoneRequirements
RACI Performance Requirements
RPH Construction Services, Ltd.
EPC Project Template
Checkpoint Review Certificate
Job Number :
Job Name :
Client :
Milestone :
Date(s) of Review :
Name Sign Date
JNE Proj Mgr
OEM Proj Mgr
CAL Engr Mgr
CAL Const Mgr
CAL Project Director
SNA VP Engineering
Applicable Milestone requirements have been met in full and the project shouldproceed into the next stage without the need for corrective action
Result of Milestone Gate Review:
Process Diagrams
x
PROJECT EXECUTIONCritical PO's Awarded;
Basic Engineering
Completed
Layout & Main Structure
FrozenGlobal Design Complete
Detailed Engineering
Complete; Major
Subcontracts Awarded
Prefabrication &
Manufacturing Complete
Preassemblies Ready
for Shipment
All Process Equipment
Positioned
All Assembly Work
CompletedMechanical Complete Systems Commissioned Start-up Complete Takeover Complete
MILESTONE REQUIREMENTS EPC1 EPC2 EPC3 EPC4 EPC5 EPC6 EPC7 EPC8 EPC9 SC1 SC2 SC3PE02 HSE IN DESIGN
- Failure frequency data - Failure frequency data - Failure frequency data
- Failure frequency data
- Main assumptions - Main assumptions - Main assumptions
- Main assumptions
- External environment - External environment - External environment
- Working environment - External environment - Working environment - Working environment
- Working environment
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:Accidental risk studies and
analyses, preliminary:
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study- Fatal accident rate study - Collision, dropped objects,
etc. study
- Fatal accident rate study - Fatal accident rate study
Financial loss study - Fatal accident rate study Financial loss study Financial loss study
Financial loss study
PE03 SYSTEM ENGINEERINGP&ID’s (incl. Line List) &MEL
- Material selection reflected - Critical lines sized - All lines sized - All instrument logic
reflected- Pipe spec & spec breaks - HAZOP performed - Control and alarm settings
included- Valves shown Master Equipment List
(MEL):
Master Equipment List
(MEL):
Master Equipment List (MEL):
- Vents & drains identified
Master Equipment List
(MEL): Process Line List: Process Line List:
Process Line List:
Master Equipment List
(MEL): Master Equipment List
(MEL):Master Equipment List
(MEL):
Process Line List:
Process Line List:
- All tagged items shown
Process Line List:
E&I Databases and Registers Instrument List: Instrument List: Instrument List: Instrument List: Instrument List: As built information added
Instrument List:
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
FABRICATION AND CONSTRUCTION
ENGINEERING
PROCUREMENT
COMMISSIONING
Identification of hazard and
accidents, FIRST DRAFT:
Identification of hazard and
accidents; FROZEN:
As built information
incorporated
As built information
incorporated
As built information
incorporated
Identification of hazard and
accidents; INTERDISCIPLINE
CHECKED:
Piping & Instrument
Diagrams (P&IDs):
- Fire and explosion
calculations
Identification of hazard and
accidents; COMPLETE:
- Frequencies of init ial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of init ial
events
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
- PCV/PSV and inline
instruments sized
- Frozen Information
included for 1st Priority
Equipment - Frozen Supplier
Information included for 3rd
Priority Equipment
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument Diagrams
(P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
- HAZOP comments
incorporated
- P&ID/3D model
comparison done
- Certified/final approved
vendor info reflected
- Certified/final approved
vendor info reflected
All information required for EIT
installation implemented.
- Fabrication Information for all
equipment
- First Supplier Information for
1st Priority Equipment
- Frozen Supplier Information
for 1st Priority Equipment
- First Supplier Information for
2nd Priority Equipment
- Frozen Supplier Information
for 2nd Priority Equipment
- Frozen Supplier Information
for 3rd Priority Equipment
- As built information
incorporated
- Draft equipment list for 2nd
Priority Equipment
- First Supplier Information
included for 1st Priority
Equipment
- Lines shown with
estimated sizes
- First Supplier Information
included for 1st Priority
Equipment
- Final Supplier Information for
all equipment
- All tagged items contain
process data, load data
- Frozen Supplier
Information included for 3rd
Priority Equipment
- First Supplier
Information included for
2nd Priority Equipment
- Frozen Supplier
Information included for 1st
Priority Equipment
- First Supplier Information
included for 2nd Priority
Equipment
- Draft equipment list for 3rd
Priority Equipment
Project Navigator© 2011 RPH Consulting, Ltd. All Rights Reserved.
Project Title:
Project No.:
Client:
Milestone: M EPC4 Sign Date
Proj Mgr:
Key Activity Auditor:
Process or Handbook Subsection
Performance Requirement Responsibility Form No. Complete Remarks
PM05 QUANTITY MANAGEMENTMilestone Requirements (Control Level)
Quantity budgets for all commodities finalized based on IFC engineeringinformation
PROJ MGR
Quantity reporting to client in accordance with client agreement PROJ MGR
Quantity ManagementAll Quantity Management changes to date reflected in the Project ExecutionPlan?
PROJ MGR PEP02-04
Quantity management personnel mobilized to project in accordance with
PEP02-04?OU MGR
Quantity tracking personnel for each discpline mobilized and trained in datacollection processes and procedures?
PROJ MGR
Quantity tracking personnel trained; responsibilities communicated? SITE MGR
Quantity tracking personnel trained; responsibilities communicated verified? PROJ MGR
Quantity Budget DevelopmentQuantity Take offs performed from each Issued For Concept drawingreleases; quantities compared to Quantity Budget?
DIR EST
Quantity Management System updated to reflect each Issued For
Construction drawing releases?COST ENG Reference Engineering documents/submittals register
Has Scheduler been forwarded Current Budget quantities based on IFCDrawing releases?
COST ENG
Quantity budgets finalized based on IFC engineering information? PROJ MGR
Quantity ChangesAll approved Change Orders which affect quantities are reflected in theCurrent Budget?
COST ENG
"Detailed Design Complete; Major
Subs Awarded"
Reference Engineering documents/submittals register
Reference Change Order Status Report (PM08-01)
Project Navigator
PM00 Proposal Mgt & Admin
PM01 FEP Management
PM02 Project Execution Mgt
PM03 Contract Management
PM04 Risk Management
PM05 Quantity Management
PM06 Cost Management
PM07 Planning and Scheduling
PM08 Change Management
PM09 HSE Management
PM10 Quality Management
PM11 Information Management
Key Activities
ActivityDescriptions
Process
Piping
Electrical
Instrumentation & Controls
Mechanical
Civil
Structural
Buildings & Architectural
Process Diagrams
Project Navigator Components
© 2011 RPH Consulting, Ltd. All Rights Reserved 31
ProcessMaps
Control LevelExecution Level Checklists
MilestoneReviews
MilestoneRequirements
RACI Performance Requirements
RPH Construction Services, Ltd.
EPC Project Template
Checkpoint Review Certificate
Job Number :
Job Name :
Client :
Milestone :
Date(s) of Review :
Name Sign Date
JNE Proj Mgr
OEM Proj Mgr
CAL Engr Mgr
CAL Const Mgr
CAL Project Director
SNA VP Engineering
Applicable Milestone requirements have been met in full and the project shouldproceed into the next stage without the need for corrective action
Result of Milestone Gate Review:
Process Diagrams
x
PROJECT EXECUTIONCritical PO's Awarded;
Basic Engineering
Completed
Layout & Main Structure
FrozenGlobal Design Complete
Detailed Engineering
Complete; Major
Subcontracts Awarded
Prefabrication &
Manufacturing Complete
Preassemblies Ready
for Shipment
All Process Equipment
Positioned
All Assembly Work
CompletedMechanical Complete Systems Commissioned Start-up Complete Takeover Complete
MILESTONE REQUIREMENTS EPC1 EPC2 EPC3 EPC4 EPC5 EPC6 EPC7 EPC8 EPC9 SC1 SC2 SC3PE02 HSE IN DESIGN
- Failure frequency data - Failure frequency data - Failure frequency data
- Failure frequency data
- Main assumptions - Main assumptions - Main assumptions
- Main assumptions
- External environment - External environment - External environment
- Working environment - External environment - Working environment - Working environment
- Working environment
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:Accidental risk studies and
analyses, preliminary:
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study- Fatal accident rate study - Collision, dropped objects,
etc. study
- Fatal accident rate study - Fatal accident rate study
Financial loss study - Fatal accident rate study Financial loss study Financial loss study
Financial loss study
PE03 SYSTEM ENGINEERINGP&ID’s (incl. Line List) &MEL
- Material selection reflected - Critical lines sized - All lines sized - All instrument logic
reflected- Pipe spec & spec breaks - HAZOP performed - Control and alarm settings
included- Valves shown Master Equipment List
(MEL):
Master Equipment List
(MEL):
Master Equipment List (MEL):
- Vents & drains identified
Master Equipment List
(MEL): Process Line List: Process Line List:
Process Line List:
Master Equipment List
(MEL): Master Equipment List
(MEL):Master Equipment List
(MEL):
Process Line List:
Process Line List:
- All tagged items shown
Process Line List:
E&I Databases and Registers Instrument List: Instrument List: Instrument List: Instrument List: Instrument List: As built information added
Instrument List:
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
FABRICATION AND CONSTRUCTION
ENGINEERING
PROCUREMENT
COMMISSIONING
Identification of hazard and
accidents, FIRST DRAFT:
Identification of hazard and
accidents; FROZEN:
As built information
incorporated
As built information
incorporated
As built information
incorporated
Identification of hazard and
accidents; INTERDISCIPLINE
CHECKED:
Piping & Instrument
Diagrams (P&IDs):
- Fire and explosion
calculations
Identification of hazard and
accidents; COMPLETE:
- Frequencies of init ial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of init ial
events
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
- PCV/PSV and inline
instruments sized
- Frozen Information
included for 1st Priority
Equipment - Frozen Supplier
Information included for 3rd
Priority Equipment
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument Diagrams
(P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
- HAZOP comments
incorporated
- P&ID/3D model
comparison done
- Certified/final approved
vendor info reflected
- Certified/final approved
vendor info reflected
All information required for EIT
installation implemented.
- Fabrication Information for all
equipment
- First Supplier Information for
1st Priority Equipment
- Frozen Supplier Information
for 1st Priority Equipment
- First Supplier Information for
2nd Priority Equipment
- Frozen Supplier Information
for 2nd Priority Equipment
- Frozen Supplier Information
for 3rd Priority Equipment
- As built information
incorporated
- Draft equipment list for 2nd
Priority Equipment
- First Supplier Information
included for 1st Priority
Equipment
- Lines shown with
estimated sizes
- First Supplier Information
included for 1st Priority
Equipment
- Final Supplier Information for
all equipment
- All tagged items contain
process data, load data
- Frozen Supplier
Information included for 3rd
Priority Equipment
- First Supplier
Information included for
2nd Priority Equipment
- Frozen Supplier
Information included for 1st
Priority Equipment
- First Supplier Information
included for 2nd Priority
Equipment
- Draft equipment list for 3rd
Priority Equipment
Project Navigator© 2011 RPH Consulting, Ltd. All Rights Reserved.
Project Title:
Project No.:
Client:
Milestone: M EPC4 Sign Date
Proj Mgr:
Key Activity Auditor:
Process or Handbook Subsection
Performance Requirement Responsibility Form No. Complete Remarks
PM05 QUANTITY MANAGEMENTMilestone Requirements (Control Level)
Quantity budgets for all commodities finalized based on IFC engineeringinformation
PROJ MGR
Quantity reporting to client in accordance with client agreement PROJ MGR
Quantity ManagementAll Quantity Management changes to date reflected in the Project ExecutionPlan?
PROJ MGR PEP02-04
Quantity management personnel mobilized to project in accordance with
PEP02-04?OU MGR
Quantity tracking personnel for each discpline mobilized and trained in datacollection processes and procedures?
PROJ MGR
Quantity tracking personnel trained; responsibilities communicated? SITE MGR
Quantity tracking personnel trained; responsibilities communicated verified? PROJ MGR
Quantity Budget DevelopmentQuantity Take offs performed from each Issued For Concept drawingreleases; quantities compared to Quantity Budget?
DIR EST
Quantity Management System updated to reflect each Issued For
Construction drawing releases?COST ENG Reference Engineering documents/submittals register
Has Scheduler been forwarded Current Budget quantities based on IFCDrawing releases?
COST ENG
Quantity budgets finalized based on IFC engineering information? PROJ MGR
Quantity ChangesAll approved Change Orders which affect quantities are reflected in theCurrent Budget?
COST ENG
"Detailed Design Complete; Major
Subs Awarded"
Reference Engineering documents/submittals register
Reference Change Order Status Report (PM08-01)
Project Navigator
PM00 Proposal Mgt & Admin
PM01 FEP Management
PM02 Project Execution Mgt
PM03 Contract Management
PM04 Risk Management
PM05 Quantity Management
PM06 Cost Management
PM07 Planning and Scheduling
PM08 Change Management
PM09 HSE Management
PM10 Quality Management
PM11 Information Management
Key Activities
ActivityDescriptions
Process
Piping
Electrical
Instrumentation & Controls
Mechanical
Civil
Structural
Buildings & Architectural
Activity Descriptions
Project Navigator Components
© 2011 RPH Consulting, Ltd. All Rights Reserved 32
ProcessMaps
Control LevelExecution Level Checklists
MilestoneReviews
MilestoneRequirements
RACI Performance Requirements
RPH Construction Services, Ltd.
EPC Project Template
Checkpoint Review Certificate
Job Number :
Job Name :
Client :
Milestone :
Date(s) of Review :
Name Sign Date
JNE Proj Mgr
OEM Proj Mgr
CAL Engr Mgr
CAL Const Mgr
CAL Project Director
SNA VP Engineering
Applicable Milestone requirements have been met in full and the project shouldproceed into the next stage without the need for corrective action
Result of Milestone Gate Review:
Process Diagrams
x
PROJECT EXECUTIONCritical PO's Awarded;
Basic Engineering
Completed
Layout & Main Structure
FrozenGlobal Design Complete
Detailed Engineering
Complete; Major
Subcontracts Awarded
Prefabrication &
Manufacturing Complete
Preassemblies Ready
for Shipment
All Process Equipment
Positioned
All Assembly Work
CompletedMechanical Complete Systems Commissioned Start-up Complete Takeover Complete
MILESTONE REQUIREMENTS EPC1 EPC2 EPC3 EPC4 EPC5 EPC6 EPC7 EPC8 EPC9 SC1 SC2 SC3PE02 HSE IN DESIGN
- Failure frequency data - Failure frequency data - Failure frequency data
- Failure frequency data
- Main assumptions - Main assumptions - Main assumptions
- Main assumptions
- External environment - External environment - External environment
- Working environment - External environment - Working environment - Working environment
- Working environment
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:Accidental risk studies and
analyses, preliminary:
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study- Fatal accident rate study - Collision, dropped objects,
etc. study
- Fatal accident rate study - Fatal accident rate study
Financial loss study - Fatal accident rate study Financial loss study Financial loss study
Financial loss study
PE03 SYSTEM ENGINEERINGP&ID’s (incl. Line List) &MEL
- Material selection reflected - Critical lines sized - All lines sized - All instrument logic
reflected- Pipe spec & spec breaks - HAZOP performed - Control and alarm settings
included- Valves shown Master Equipment List
(MEL):
Master Equipment List
(MEL):
Master Equipment List (MEL):
- Vents & drains identified
Master Equipment List
(MEL): Process Line List: Process Line List:
Process Line List:
Master Equipment List
(MEL): Master Equipment List
(MEL):Master Equipment List
(MEL):
Process Line List:
Process Line List:
- All tagged items shown
Process Line List:
E&I Databases and Registers Instrument List: Instrument List: Instrument List: Instrument List: Instrument List: As built information added
Instrument List:
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
FABRICATION AND CONSTRUCTION
ENGINEERING
PROCUREMENT
COMMISSIONING
Identification of hazard and
accidents, FIRST DRAFT:
Identification of hazard and
accidents; FROZEN:
As built information
incorporated
As built information
incorporated
As built information
incorporated
Identification of hazard and
accidents; INTERDISCIPLINE
CHECKED:
Piping & Instrument
Diagrams (P&IDs):
- Fire and explosion
calculations
Identification of hazard and
accidents; COMPLETE:
- Frequencies of init ial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of init ial
events
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
- PCV/PSV and inline
instruments sized
- Frozen Information
included for 1st Priority
Equipment - Frozen Supplier
Information included for 3rd
Priority Equipment
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument Diagrams
(P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
- HAZOP comments
incorporated
- P&ID/3D model
comparison done
- Certified/final approved
vendor info reflected
- Certified/final approved
vendor info reflected
All information required for EIT
installation implemented.
- Fabrication Information for all
equipment
- First Supplier Information for
1st Priority Equipment
- Frozen Supplier Information
for 1st Priority Equipment
- First Supplier Information for
2nd Priority Equipment
- Frozen Supplier Information
for 2nd Priority Equipment
- Frozen Supplier Information
for 3rd Priority Equipment
- As built information
incorporated
- Draft equipment list for 2nd
Priority Equipment
- First Supplier Information
included for 1st Priority
Equipment
- Lines shown with
estimated sizes
- First Supplier Information
included for 1st Priority
Equipment
- Final Supplier Information for
all equipment
- All tagged items contain
process data, load data
- Frozen Supplier
Information included for 3rd
Priority Equipment
- First Supplier
Information included for
2nd Priority Equipment
- Frozen Supplier
Information included for 1st
Priority Equipment
- First Supplier Information
included for 2nd Priority
Equipment
- Draft equipment list for 3rd
Priority Equipment
Project Navigator© 2011 RPH Consulting, Ltd. All Rights Reserved.
Project Title:
Project No.:
Client:
Milestone: M EPC4 Sign Date
Proj Mgr:
Key Activity Auditor:
Process or Handbook Subsection
Performance Requirement Responsibility Form No. Complete Remarks
PM05 QUANTITY MANAGEMENTMilestone Requirements (Control Level)
Quantity budgets for all commodities finalized based on IFC engineeringinformation
PROJ MGR
Quantity reporting to client in accordance with client agreement PROJ MGR
Quantity ManagementAll Quantity Management changes to date reflected in the Project ExecutionPlan?
PROJ MGR PEP02-04
Quantity management personnel mobilized to project in accordance with
PEP02-04?OU MGR
Quantity tracking personnel for each discpline mobilized and trained in datacollection processes and procedures?
PROJ MGR
Quantity tracking personnel trained; responsibilities communicated? SITE MGR
Quantity tracking personnel trained; responsibilities communicated verified? PROJ MGR
Quantity Budget DevelopmentQuantity Take offs performed from each Issued For Concept drawingreleases; quantities compared to Quantity Budget?
DIR EST
Quantity Management System updated to reflect each Issued For
Construction drawing releases?COST ENG Reference Engineering documents/submittals register
Has Scheduler been forwarded Current Budget quantities based on IFCDrawing releases?
COST ENG
Quantity budgets finalized based on IFC engineering information? PROJ MGR
Quantity ChangesAll approved Change Orders which affect quantities are reflected in theCurrent Budget?
COST ENG
"Detailed Design Complete; Major
Subs Awarded"
Reference Engineering documents/submittals register
Reference Change Order Status Report (PM08-01)
Project Navigator
PM00 Proposal Mgt & Admin
PM01 FEP Management
PM02 Project Execution Mgt
PM03 Contract Management
PM04 Risk Management
PM05 Quantity Management
PM06 Cost Management
PM07 Planning and Scheduling
PM08 Change Management
PM09 HSE Management
PM10 Quality Management
PM11 Information Management
Key Activities
ActivityDescriptions
Process
Piping
Electrical
Instrumentation & Controls
Mechanical
Civil
Structural
Buildings & Architectural
Performance Requirements (RACI)
Project Navigator Components
© 2011 RPH Consulting, Ltd. All Rights Reserved 33
ProcessMaps
Control LevelExecution Level Checklists
MilestoneReviews
MilestoneRequirements
RACI Performance Requirements
RPH Construction Services, Ltd.
EPC Project Template
Checkpoint Review Certificate
Job Number :
Job Name :
Client :
Milestone :
Date(s) of Review :
Name Sign Date
JNE Proj Mgr
OEM Proj Mgr
CAL Engr Mgr
CAL Const Mgr
CAL Project Director
SNA VP Engineering
Applicable Milestone requirements have been met in full and the project shouldproceed into the next stage without the need for corrective action
Result of Milestone Gate Review:
Process Diagrams
x
PROJECT EXECUTIONCritical PO's Awarded;
Basic Engineering
Completed
Layout & Main Structure
FrozenGlobal Design Complete
Detailed Engineering
Complete; Major
Subcontracts Awarded
Prefabrication &
Manufacturing Complete
Preassemblies Ready
for Shipment
All Process Equipment
Positioned
All Assembly Work
CompletedMechanical Complete Systems Commissioned Start-up Complete Takeover Complete
MILESTONE REQUIREMENTS EPC1 EPC2 EPC3 EPC4 EPC5 EPC6 EPC7 EPC8 EPC9 SC1 SC2 SC3PE02 HSE IN DESIGN
- Failure frequency data - Failure frequency data - Failure frequency data
- Failure frequency data
- Main assumptions - Main assumptions - Main assumptions
- Main assumptions
- External environment - External environment - External environment
- Working environment - External environment - Working environment - Working environment
- Working environment
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:Accidental risk studies and
analyses, preliminary:
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study- Fatal accident rate study - Collision, dropped objects,
etc. study
- Fatal accident rate study - Fatal accident rate study
Financial loss study - Fatal accident rate study Financial loss study Financial loss study
Financial loss study
PE03 SYSTEM ENGINEERINGP&ID’s (incl. Line List) &MEL
- Material selection reflected - Critical lines sized - All lines sized - All instrument logic
reflected- Pipe spec & spec breaks - HAZOP performed - Control and alarm settings
included- Valves shown Master Equipment List
(MEL):
Master Equipment List
(MEL):
Master Equipment List (MEL):
- Vents & drains identified
Master Equipment List
(MEL): Process Line List: Process Line List:
Process Line List:
Master Equipment List
(MEL): Master Equipment List
(MEL):Master Equipment List
(MEL):
Process Line List:
Process Line List:
- All tagged items shown
Process Line List:
E&I Databases and Registers Instrument List: Instrument List: Instrument List: Instrument List: Instrument List: As built information added
Instrument List:
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
FABRICATION AND CONSTRUCTION
ENGINEERING
PROCUREMENT
COMMISSIONING
Identification of hazard and
accidents, FIRST DRAFT:
Identification of hazard and
accidents; FROZEN:
As built information
incorporated
As built information
incorporated
As built information
incorporated
Identification of hazard and
accidents; INTERDISCIPLINE
CHECKED:
Piping & Instrument
Diagrams (P&IDs):
- Fire and explosion
calculations
Identification of hazard and
accidents; COMPLETE:
- Frequencies of init ial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of init ial
events
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
- PCV/PSV and inline
instruments sized
- Frozen Information
included for 1st Priority
Equipment - Frozen Supplier
Information included for 3rd
Priority Equipment
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument Diagrams
(P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
- HAZOP comments
incorporated
- P&ID/3D model
comparison done
- Certified/final approved
vendor info reflected
- Certified/final approved
vendor info reflected
All information required for EIT
installation implemented.
- Fabrication Information for all
equipment
- First Supplier Information for
1st Priority Equipment
- Frozen Supplier Information
for 1st Priority Equipment
- First Supplier Information for
2nd Priority Equipment
- Frozen Supplier Information
for 2nd Priority Equipment
- Frozen Supplier Information
for 3rd Priority Equipment
- As built information
incorporated
- Draft equipment list for 2nd
Priority Equipment
- First Supplier Information
included for 1st Priority
Equipment
- Lines shown with
estimated sizes
- First Supplier Information
included for 1st Priority
Equipment
- Final Supplier Information for
all equipment
- All tagged items contain
process data, load data
- Frozen Supplier
Information included for 3rd
Priority Equipment
- First Supplier
Information included for
2nd Priority Equipment
- Frozen Supplier
Information included for 1st
Priority Equipment
- First Supplier Information
included for 2nd Priority
Equipment
- Draft equipment list for 3rd
Priority Equipment
Project Navigator© 2011 RPH Consulting, Ltd. All Rights Reserved.
Project Title:
Project No.:
Client:
Milestone: M EPC4 Sign Date
Proj Mgr:
Key Activity Auditor:
Process or Handbook Subsection
Performance Requirement Responsibility Form No. Complete Remarks
PM05 QUANTITY MANAGEMENTMilestone Requirements (Control Level)
Quantity budgets for all commodities finalized based on IFC engineeringinformation
PROJ MGR
Quantity reporting to client in accordance with client agreement PROJ MGR
Quantity ManagementAll Quantity Management changes to date reflected in the Project ExecutionPlan?
PROJ MGR PEP02-04
Quantity management personnel mobilized to project in accordance with
PEP02-04?OU MGR
Quantity tracking personnel for each discpline mobilized and trained in datacollection processes and procedures?
PROJ MGR
Quantity tracking personnel trained; responsibilities communicated? SITE MGR
Quantity tracking personnel trained; responsibilities communicated verified? PROJ MGR
Quantity Budget DevelopmentQuantity Take offs performed from each Issued For Concept drawingreleases; quantities compared to Quantity Budget?
DIR EST
Quantity Management System updated to reflect each Issued For
Construction drawing releases?COST ENG Reference Engineering documents/submittals register
Has Scheduler been forwarded Current Budget quantities based on IFCDrawing releases?
COST ENG
Quantity budgets finalized based on IFC engineering information? PROJ MGR
Quantity ChangesAll approved Change Orders which affect quantities are reflected in theCurrent Budget?
COST ENG
"Detailed Design Complete; Major
Subs Awarded"
Reference Engineering documents/submittals register
Reference Change Order Status Report (PM08-01)
Project Navigator
PM00 Proposal Mgt & Admin
PM01 FEP Management
PM02 Project Execution Mgt
PM03 Contract Management
PM04 Risk Management
PM05 Quantity Management
PM06 Cost Management
PM07 Planning and Scheduling
PM08 Change Management
PM09 HSE Management
PM10 Quality Management
PM11 Information Management
Key Activities
ActivityDescriptions
Process
Piping
Electrical
Instrumentation & Controls
Mechanical
Civil
Structural
Buildings & Architectural
Stage Gate Review Checklists
Project Navigator Components
© 2011 RPH Consulting, Ltd. All Rights Reserved 34
ProcessMaps
Control LevelExecution Level Checklists
MilestoneReviews
MilestoneRequirements
RACI Performance Requirements
RPH Construction Services, Ltd.
EPC Project Template
Checkpoint Review Certificate
Job Number :
Job Name :
Client :
Milestone :
Date(s) of Review :
Name Sign Date
JNE Proj Mgr
OEM Proj Mgr
CAL Engr Mgr
CAL Const Mgr
CAL Project Director
SNA VP Engineering
Applicable Milestone requirements have been met in full and the project shouldproceed into the next stage without the need for corrective action
Result of Milestone Gate Review:
Process Diagrams
x
PROJECT EXECUTIONCritical PO's Awarded;
Basic Engineering
Completed
Layout & Main Structure
FrozenGlobal Design Complete
Detailed Engineering
Complete; Major
Subcontracts Awarded
Prefabrication &
Manufacturing Complete
Preassemblies Ready
for Shipment
All Process Equipment
Positioned
All Assembly Work
CompletedMechanical Complete Systems Commissioned Start-up Complete Takeover Complete
MILESTONE REQUIREMENTS EPC1 EPC2 EPC3 EPC4 EPC5 EPC6 EPC7 EPC8 EPC9 SC1 SC2 SC3PE02 HSE IN DESIGN
- Failure frequency data - Failure frequency data - Failure frequency data
- Failure frequency data
- Main assumptions - Main assumptions - Main assumptions
- Main assumptions
- External environment - External environment - External environment
- Working environment - External environment - Working environment - Working environment
- Working environment
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:Accidental risk studies and
analyses, preliminary:
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study- Fatal accident rate study - Collision, dropped objects,
etc. study
- Fatal accident rate study - Fatal accident rate study
Financial loss study - Fatal accident rate study Financial loss study Financial loss study
Financial loss study
PE03 SYSTEM ENGINEERINGP&ID’s (incl. Line List) &MEL
- Material selection reflected - Critical lines sized - All lines sized - All instrument logic
reflected- Pipe spec & spec breaks - HAZOP performed - Control and alarm settings
included- Valves shown Master Equipment List
(MEL):
Master Equipment List
(MEL):
Master Equipment List (MEL):
- Vents & drains identified
Master Equipment List
(MEL): Process Line List: Process Line List:
Process Line List:
Master Equipment List
(MEL): Master Equipment List
(MEL):Master Equipment List
(MEL):
Process Line List:
Process Line List:
- All tagged items shown
Process Line List:
E&I Databases and Registers Instrument List: Instrument List: Instrument List: Instrument List: Instrument List: As built information added
Instrument List:
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
FABRICATION AND CONSTRUCTION
ENGINEERING
PROCUREMENT
COMMISSIONING
Identification of hazard and
accidents, FIRST DRAFT:
Identification of hazard and
accidents; FROZEN:
As built information
incorporated
As built information
incorporated
As built information
incorporated
Identification of hazard and
accidents; INTERDISCIPLINE
CHECKED:
Piping & Instrument
Diagrams (P&IDs):
- Fire and explosion
calculations
Identification of hazard and
accidents; COMPLETE:
- Frequencies of init ial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of init ial
events
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
- PCV/PSV and inline
instruments sized
- Frozen Information
included for 1st Priority
Equipment - Frozen Supplier
Information included for 3rd
Priority Equipment
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument Diagrams
(P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
- HAZOP comments
incorporated
- P&ID/3D model
comparison done
- Certified/final approved
vendor info reflected
- Certified/final approved
vendor info reflected
All information required for EIT
installation implemented.
- Fabrication Information for all
equipment
- First Supplier Information for
1st Priority Equipment
- Frozen Supplier Information
for 1st Priority Equipment
- First Supplier Information for
2nd Priority Equipment
- Frozen Supplier Information
for 2nd Priority Equipment
- Frozen Supplier Information
for 3rd Priority Equipment
- As built information
incorporated
- Draft equipment list for 2nd
Priority Equipment
- First Supplier Information
included for 1st Priority
Equipment
- Lines shown with
estimated sizes
- First Supplier Information
included for 1st Priority
Equipment
- Final Supplier Information for
all equipment
- All tagged items contain
process data, load data
- Frozen Supplier
Information included for 3rd
Priority Equipment
- First Supplier
Information included for
2nd Priority Equipment
- Frozen Supplier
Information included for 1st
Priority Equipment
- First Supplier Information
included for 2nd Priority
Equipment
- Draft equipment list for 3rd
Priority Equipment
Project Navigator© 2011 RPH Consulting, Ltd. All Rights Reserved.
Project Title:
Project No.:
Client:
Milestone: M EPC4 Sign Date
Proj Mgr:
Key Activity Auditor:
Process or Handbook Subsection
Performance Requirement Responsibility Form No. Complete Remarks
PM05 QUANTITY MANAGEMENTMilestone Requirements (Control Level)
Quantity budgets for all commodities finalized based on IFC engineeringinformation
PROJ MGR
Quantity reporting to client in accordance with client agreement PROJ MGR
Quantity ManagementAll Quantity Management changes to date reflected in the Project ExecutionPlan?
PROJ MGR PEP02-04
Quantity management personnel mobilized to project in accordance with
PEP02-04?OU MGR
Quantity tracking personnel for each discpline mobilized and trained in datacollection processes and procedures?
PROJ MGR
Quantity tracking personnel trained; responsibilities communicated? SITE MGR
Quantity tracking personnel trained; responsibilities communicated verified? PROJ MGR
Quantity Budget DevelopmentQuantity Take offs performed from each Issued For Concept drawingreleases; quantities compared to Quantity Budget?
DIR EST
Quantity Management System updated to reflect each Issued For
Construction drawing releases?COST ENG Reference Engineering documents/submittals register
Has Scheduler been forwarded Current Budget quantities based on IFCDrawing releases?
COST ENG
Quantity budgets finalized based on IFC engineering information? PROJ MGR
Quantity ChangesAll approved Change Orders which affect quantities are reflected in theCurrent Budget?
COST ENG
"Detailed Design Complete; Major
Subs Awarded"
Reference Engineering documents/submittals register
Reference Change Order Status Report (PM08-01)
Project Navigator
PM00 Proposal Mgt & Admin
PM01 FEP Management
PM02 Project Execution Mgt
PM03 Contract Management
PM04 Risk Management
PM05 Quantity Management
PM06 Cost Management
PM07 Planning and Scheduling
PM08 Change Management
PM09 HSE Management
PM10 Quality Management
PM11 Information Management
Key Activities
ActivityDescriptions
Process
Piping
Electrical
Instrumentation & Controls
Mechanical
Civil
Structural
Buildings & Architectural
Milestone Objectives
Project Navigator Components
© 2011 RPH Consulting, Ltd. All Rights Reserved 35
ProcessMaps
Control LevelExecution Level Checklists
MilestoneReviews
MilestoneRequirements
RACI Performance Requirements
RPH Construction Services, Ltd.
EPC Project Template
Checkpoint Review Certificate
Job Number :
Job Name :
Client :
Milestone :
Date(s) of Review :
Name Sign Date
JNE Proj Mgr
OEM Proj Mgr
CAL Engr Mgr
CAL Const Mgr
CAL Project Director
SNA VP Engineering
Applicable Milestone requirements have been met in full and the project shouldproceed into the next stage without the need for corrective action
Result of Milestone Gate Review:
Process Diagrams
x
PROJECT EXECUTIONCritical PO's Awarded;
Basic Engineering
Completed
Layout & Main Structure
FrozenGlobal Design Complete
Detailed Engineering
Complete; Major
Subcontracts Awarded
Prefabrication &
Manufacturing Complete
Preassemblies Ready
for Shipment
All Process Equipment
Positioned
All Assembly Work
CompletedMechanical Complete Systems Commissioned Start-up Complete Takeover Complete
MILESTONE REQUIREMENTS EPC1 EPC2 EPC3 EPC4 EPC5 EPC6 EPC7 EPC8 EPC9 SC1 SC2 SC3PE02 HSE IN DESIGN
- Failure frequency data - Failure frequency data - Failure frequency data
- Failure frequency data
- Main assumptions - Main assumptions - Main assumptions
- Main assumptions
- External environment - External environment - External environment
- Working environment - External environment - Working environment - Working environment
- Working environment
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:
Accidental risk studies and
analyses, preliminary:Accidental risk studies and
analyses, preliminary:
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study
- Collision, dropped objects,
etc. study- Fatal accident rate study - Collision, dropped objects,
etc. study
- Fatal accident rate study - Fatal accident rate study
Financial loss study - Fatal accident rate study Financial loss study Financial loss study
Financial loss study
PE03 SYSTEM ENGINEERINGP&ID’s (incl. Line List) &MEL
- Material selection reflected - Critical lines sized - All lines sized - All instrument logic
reflected- Pipe spec & spec breaks - HAZOP performed - Control and alarm settings
included- Valves shown Master Equipment List
(MEL):
Master Equipment List
(MEL):
Master Equipment List (MEL):
- Vents & drains identified
Master Equipment List
(MEL): Process Line List: Process Line List:
Process Line List:
Master Equipment List
(MEL): Master Equipment List
(MEL):Master Equipment List
(MEL):
Process Line List:
Process Line List:
- All tagged items shown
Process Line List:
E&I Databases and Registers Instrument List: Instrument List: Instrument List: Instrument List: Instrument List: As built information added
Instrument List:
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
FABRICATION AND CONSTRUCTION
ENGINEERING
PROCUREMENT
COMMISSIONING
Identification of hazard and
accidents, FIRST DRAFT:
Identification of hazard and
accidents; FROZEN:
As built information
incorporated
As built information
incorporated
As built information
incorporated
Identification of hazard and
accidents; INTERDISCIPLINE
CHECKED:
Piping & Instrument
Diagrams (P&IDs):
- Fire and explosion
calculations
Identification of hazard and
accidents; COMPLETE:
- Frequencies of init ial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of initial
events
Environmental risk study &
analyses; preliminary:
- Escape & evacuation
study
- Fire and explosion
calculations
- Frequencies of init ial
events
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
Piping & Instrument
Diagrams (P&IDs):
- PCV/PSV and inline
instruments sized
- Frozen Information
included for 1st Priority
Equipment - Frozen Supplier
Information included for 3rd
Priority Equipment
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument Diagrams
(P&IDs):
- As built information
incorporated
- As built information
incorporated
Piping & Instrument
Diagrams (P&IDs):
- As built information
incorporated
- As built information
incorporated
- HAZOP comments
incorporated
- P&ID/3D model
comparison done
- Certified/final approved
vendor info reflected
- Certified/final approved
vendor info reflected
All information required for EIT
installation implemented.
- Fabrication Information for all
equipment
- First Supplier Information for
1st Priority Equipment
- Frozen Supplier Information
for 1st Priority Equipment
- First Supplier Information for
2nd Priority Equipment
- Frozen Supplier Information
for 2nd Priority Equipment
- Frozen Supplier Information
for 3rd Priority Equipment
- As built information
incorporated
- Draft equipment list for 2nd
Priority Equipment
- First Supplier Information
included for 1st Priority
Equipment
- Lines shown with
estimated sizes
- First Supplier Information
included for 1st Priority
Equipment
- Final Supplier Information for
all equipment
- All tagged items contain
process data, load data
- Frozen Supplier
Information included for 3rd
Priority Equipment
- First Supplier
Information included for
2nd Priority Equipment
- Frozen Supplier
Information included for 1st
Priority Equipment
- First Supplier Information
included for 2nd Priority
Equipment
- Draft equipment list for 3rd
Priority Equipment
Project Navigator© 2011 RPH Consulting, Ltd. All Rights Reserved.
Project Title:
Project No.:
Client:
Milestone: M EPC4 Sign Date
Proj Mgr:
Key Activity Auditor:
Process or Handbook Subsection
Performance Requirement Responsibility Form No. Complete Remarks
PM05 QUANTITY MANAGEMENTMilestone Requirements (Control Level)
Quantity budgets for all commodities finalized based on IFC engineeringinformation
PROJ MGR
Quantity reporting to client in accordance with client agreement PROJ MGR
Quantity ManagementAll Quantity Management changes to date reflected in the Project ExecutionPlan?
PROJ MGR PEP02-04
Quantity management personnel mobilized to project in accordance with
PEP02-04?OU MGR
Quantity tracking personnel for each discpline mobilized and trained in datacollection processes and procedures?
PROJ MGR
Quantity tracking personnel trained; responsibilities communicated? SITE MGR
Quantity tracking personnel trained; responsibilities communicated verified? PROJ MGR
Quantity Budget DevelopmentQuantity Take offs performed from each Issued For Concept drawingreleases; quantities compared to Quantity Budget?
DIR EST
Quantity Management System updated to reflect each Issued For
Construction drawing releases?COST ENG Reference Engineering documents/submittals register
Has Scheduler been forwarded Current Budget quantities based on IFCDrawing releases?
COST ENG
Quantity budgets finalized based on IFC engineering information? PROJ MGR
Quantity ChangesAll approved Change Orders which affect quantities are reflected in theCurrent Budget?
COST ENG
"Detailed Design Complete; Major
Subs Awarded"
Reference Engineering documents/submittals register
Reference Change Order Status Report (PM08-01)
Project Navigator
PM00 Proposal Mgt & Admin
PM01 FEP Management
PM02 Project Execution Mgt
PM03 Contract Management
PM04 Risk Management
PM05 Quantity Management
PM06 Cost Management
PM07 Planning and Scheduling
PM08 Change Management
PM09 HSE Management
PM10 Quality Management
PM11 Information Management
Key Activities
ActivityDescriptions
Process
Piping
Electrical
Instrumentation & Controls
Mechanical
Civil
Structural
Buildings & Architectural
Stage Gate / Milestone Reviews
Project Navigator Components
© 2011 RPH Consulting, Ltd. All Rights Reserved 36
• Training Modules• Training Videos
Training Modules and Videos
Planning with the Project Navigator
© 2011 RPH Consulting, Ltd. All Rights Reserved 37
• Standard Work Breakdown Structure (WBS) and ProjectExecution processes use same taxonomy for L1, L2 and L3.
• As the project WBS is developed, each process (L3) and account(L4) has a default Milestone successor.
• WBS information can be imported into P6 for CPM scheduling
• Upon completion of the estimate, man hours and quantities can beimported into P6.
• Activity durations and logic are completed to maintain the desiredStage durations / Milestone dates.
• Detailed Engineering, Procurement, Construction andCommissioning registers are developed using the process outputs“cloned” to match the project WBS.
Milestone Reviews
© 2011 RPH Consulting, Ltd. All Rights Reserved 38
• Milestone Reviews are formal review processes coinciding withthe end of each project milestone.
• Purpose is to qualitatively assess project performance againstbest practices.
• Milestone Reviews are designated by operations management asMajor or Minor reviews. This is determined by risk factors.
• Team members are assigned responsibility for maintaining KeyActivity Milestone Checklists.
• Checklists are compiled; discrepancies identified on the MilestoneReview Punch list.
• External audit team reviews findings; conducts site walks,interviews team members in order to complete the review.
• Result is qualitative and appears on several management reports.
• Results published to executive management.
PN Improvement Process
© 2011 RPH Consulting, Ltd. All Rights Reserved 39
ProjectNavigator
ImprovedProject
Navigator
Project 1 Project 2 Project 3
ExperienceRedlined Process
Diagrams,Activity
Descriptions,Checklists
Revisions toProject Navigator
components
ProposedImprovementsby project teams
ApprovedImprovements
Industry R&D(CII, AACEI,etc.)
Conclusion
© 2011 RPH Consulting, Ltd. All Rights Reserved 40
If you don’t know where you are going, you mightwind up someplace else….Yogi Berra