Anexo 3 Ejemplo Project Engineering Activities

8/13/2019 Anexo 3 Ejemplo Project Engineering Activities

1/29

CODE TITLE DESCRIPTION

ENG101 P&ID Legend / Drafting Basis Establishes the drafting basis and Legend for the Flow diagrams.

This includes: Standards to be used (Fluor, Client, others), Drawing

size, Drawing numbers, titles, title block, Equipment info blocks,

Symbols and abbreviations, Layout, typical arrangements, Standard

hook-ups, Line thickness, Units (metric, English) etc

ENG103 Hazardous Area Classification

Memorandum / Plan

In this activity the steps necessary to design safe plants according

to the applicable codes and standards are taken. First it is

established whether there is a need to have Hazardous Area

Classification, followed by ensuring that emission/ignition control

has taken place and safety design and conditional requirementsrelated to hazardous areas are met. Area classification documents

comprise a memorandum, (plot)plans, sections and/or narratives

indicating type, source and degree of hazards and the extent of the

hazardous or potentially hazardous areas.

ENG104 Definition Package Units Package units shall preferably be selected during the project

proposal phase or ultimately at the start of the actual project.

Conclusions (scope of facilities) shall be indicated on PFDs and/or

P&IDs Some criteria to be considered in the pre-selection of

package units are: - Sourcing / seller's experience - Project

objectives and key result areas - Client requirements etc. -

Responsibility for the functionality - Character of prime contract -

Ability to control the execution.ENG105 3D Model Parti tion Index Establishes the basis for 3D modeling of all parties on the Project.

This includes: Grade elevation (e.g. 0.00 or 100.000), Location of

origin and Plant Bench Marks, Construction breakdown, Model

breakdown, Worksharing breakdown.

ENG106 Identify Authority Requirements Identify multi-discipline authority requirements and align with other

disciplines for discipline authority requirements. Following aspects

should be addressed: - existing permit situation, legal design

requirements (e.g. emission limits), required documentation to be

submitted to authorities and applicable procedures. Results in

definition of involved authorities and their requirements. This activity

concludes with steps to ensure proper implementation of these

requirements.ENG107 Noise Philosophy This document specifies the noise limits to be imposed on the

installation and, if applicable and relevant, in what area, to ensure

that noise limits on site for personnel as well as the noise limits

according to the Environmental permit are defined.

ENG108 Conceptual Hazard Analysis Hazard identif ication, or HAZID, is a methodology for early

identification of critical HSE matters on the project. First an analysis

of the installation and its operating environment is made, to identify

all initiating events which could lead directly, or indirectly, to ahazardous event. Engineering analysis follows to combine the

hazards as identified to escalating events. Qualitative assessment

can follow to decide which hazard requires further detailed analysis.

This HAZID report is intended to promote early awareness on HSE-

associated design requirements and -impacts.

ENG109 Develop Overall and/or Area/Unit Plot

Plan

The development of Overall and/or Area/Unit Plotplans, locating all

plant facilities, process units and major equipment consistent with

function and in accordance with job specifications, codes, safety,

operation, construction and maintenance requirements.

ENG110 Tracing Philosophy Activity which covers the steps to be taken to define the

requirements for heat tracing and/or jacketing, the selection of the

type of tracing (e.g. steam, water, oil, electrical, etc,), and the

preparation of the engineering documents.

ENG111 Value Engineering Value engineering is defined as a systematic and rational approachto maximize the value of every project dollar spent for goods and

services without loss of quality in the end product.

ENG112 Maintenance / Spare Parts Philosophy Philosophy which handles the selection and procurement of spare

parts for the Client's warehouse and for providing lubrication data.

ENG114 Define Protection This step is to clearly establish the framework for HSE requirements

to be implemented in the design. This framework essentially

provides the basis for the specification of how facilities are to be

protected. This so-called protection philosophy is based on three

elements: * intended use of the facility, as laid down in e.g.

operational philosophy * boundary conditions as imposed by

legislation * hazards associated with excursions from the operating

window of the facility, with its construction and with its operation.

This activity should provide pro-active focus and awareness on the

relevant HSE-aspects and to identify critical HSE aspects for the

ro ect.


2/29

ENG116 Project Revamp Planning Step1 The step 1 Revamp Plan (Overall Revamp Plan) sets the basis and

defines the concept for design/engineering respectively construction

activities of the work to be revamped.

ENG118 Material Selection Diagram / Report Preparation and issue of the Material Selection Diagrams and

Guide, and the determination of the applicable preventive measures

and concludes with the determination of the responsibilities of the

parties involved for the application of this guide and agreed

measures. In a diagram format, for instance a PEFS, P&ID, with the

identification of all materials of: (1) The pieces of equipment (2) The

equipment internals, like rotors, trays, etc. (3) Piping and piping

components (4) Material selection diagram is based on the material

selection reportENG119 The internal review of official Fluor documents, before they can be

issued.ENG219 Same as ENG119

ENG319 Same as ENG119


ENG201 P&ID First Draft The First Draft of the P&ID represents schematic information of

Equipment. Pipelines, Instruments and Controls. The P&ID's (or

Mechanical Flow Diagrams) will be further detailed as more

equipment /instrument/ process-control information becomes

available.

ENG202 P&ID Design Review A review of the P&ID (flow diagram conference) with all involved

disciplines P&ID Design Reviews are performed, to verify if the

content of the document is conforming with the requirements of the

Prime Contract, to verify compliance to the Protection philosophy

and to establish consistency with other documents (e.g. line lists,

equipment data sheets, vessel drawings, and utilities supply), to

verify actual Process and Control design against the Process

Control Philosophy, and to arrive, for all parties involved, at a

consensusENG203 Hazardous Area Classification / Emission

Source List

A list which identifies all sources of emission and classifies the

release rate as a continuous, primary or secondary grade.

ENG204 Package Unit Specs for RFQ Develop package unit specifications for RFQ.

ENG205 Technical Packages for RFQ/RFP Technical Packages for RFQ/RFP - engineering attachments,

including specifications and data sheets, prepared for requests for

quotation.

ENG206 Authority Engineering Requirements

Summary Preparation

This activity serves to prepare an authority requirements summary,

using the Permit format as applicable on the project, to outline the

terms and conditions to meet the applicable Authority requirements.

This summary serves as an input to the relevant engineering

disciplines to establish the conditions which have to be met in the

design to ensure compliance between design and HSE-

requirementsENG207 Noise Control Execution Plan Plan which includes, detailed scope of services for FD, for Outside

Parties (if any) and for Vendors. The extent of noise control

applicable for the job such as, work area noise, environmental

noise, incidental noise conditions. The plan shall indicate general

terms of Noise Control Measures.

ENG208 Preliminary Process Hazard Analysis This review is an evaluation procedure aimed at the early

identification of potential hazards and of threats for a particular

installation. The purpose of a Coarse HAZOP is to save time and

cost which could result from major plant redesigns if these hazards

were to be discovered at a later stage. A Coarse HAZOP also

serves as an early support to project design development decisions.

It is a systematic analysis and evaluation of the identified hazards,

taking into account the likelihood of occurrence and the severity of

any consequences. Measures to reduce the risk to an acceptable

level may be identified based on the evaluation of the risks.

ENG209 Area Safety Review The Area Safety review is a scenario based, multi-discipline review

of the layout and any safety provisions in there. The reviewevaluates identified hazards by defining possible incident scenarios

for a given process using the particular layout/area. In this way, it

can be demonstrated that the protection philosophy is met. When

deemed necessary recommendations for improvement can be

made.ENG210 Plot Plan Design Review A review of the Plotplan(s) with all involved disciplines. Plotplan

Design Reviews are performed, to verify if the document is

conforms with the requirements of the Prime Contract, to verify for

consistency with other documents (e.g. equipment data sheets,

vessel drawings, P&ID's), and to arrive, for all parties involved, at a

consensus.ENG211 Safety Integrity Level (SIL) Assignment All Instrument protective functions are assessed for their safety

integrity level. The result of this classification determines how the

protective function will be implemented. The assessment addressed

Safety, Environmental and Operational aspects.

Interdiscipline Squad Checks


3/29

ENG212 Constructability Review Review held leaded by the Project Constructability Management

Team. The review(s) will focus all of the project objectives in the

following ways: - Reduced costs, - shortened schedules, - improved

quality and safety, - innovative ideas, - and enhanced management

of risk.

ENG213 Rigging Study Categorizes rigging lifts for Fluor projects and establishes

responsibility for the design, engineering and approval of the

transportation and rigging of all equipment and modules. This study

covers all crawler cranes, truck cranes, carry deck cranes,

monorails, boom trucks, etc.

ENG214 Implement Plant Protection

Requirements

Continuation of activity ENG114

ENG215 The consumption of all Utilities is closely monitored as the Project

develops. The purpose is to ensure that consumption rates do notexceed the values as guaranteed by FD in the contract.


ENG216 Project Revamp Planning step2 The Detail Revamp Plan (step2) describes on a unit by unit (or if

more appropriate area, system, building, facility etc.) basis, the

detailed scope of work and the execution details of the construction

activities, sequences and contract split of the scope of work items

for that unit (area, system, etc.)

ENG217 As-Built Package for Revamp An as-built package of all relevant available documentation to

reflect the existing situation, before any modification.

ENG218 Define Handling of Material Certificates Definition How, When and Who shall handle and/or administrate the

various material certificates for the project.

ENG220 The review (squad check), by the relevant disciplines, of documents

from Vendors and Contractors, issued by contractors as per DC-

sheet.



ENG221 Temporary Facilities Layout, Scope &

Temp. Power

Usually a construction activity with support from Home Office

Engineering.

ENG222 Requirements for (Const.) Completion

and Turnover

Mechanical completion definition and turnover plan

ENG301 P&ID's AFD Preparation and issue of P&IDs Approved For Design, which

basically means incorporation of Client comments from the Issued

For Comments. The Approved for Design P&IDs represent detailed

schematic information on equipment, pipelines, instruments and

controls. The P&IDs are further detailed with equipment, vendor,

instrument, process, and control information, and are the basis for

other disciplines to perform their detailed design.

ENG302 3D Model Review #1 A Model Review held at the end of the Basic Engineering phase

used to review Plant escape, Maintenance, Safety, Ergonomics,

Constructability and Operations. This Model Review shall result infrozen Equipment, main Structure locations, and very large bore

and critical pipe routings, on which basis the Design Engineering

phase may commence.

ENG303 Hazardous Area Classification Design

review

A Design review of the Hazardous Area Classification philosophy

and associated documents. Design Reviews are performed, to

verify if the document is conform the requirements of the Prime

Contract, to verify for consistency with other documents, and to

arrive, for all parties involved, at a consensus.

ENG304 Technical Quotation Summary Package

Units

Summary technical and commercial evaluation of the Bidders

quotations. The summary shall be the basis on which the Purchase

Order can be placed.

ENG305 Package Unit Specs for PO Updates and/or revised specif ication(s) made from input prepared

by applicable disciplines including contracting and procurement,

ready for Purchase Order.

ENG306 Implementation of the Authority engineering requirements, on aDiscipline level.

ENG406 Same as ENG306 as amended by:

Includes Permit support.

ENG307 Noise Abatement Implementation A noise allocation plan. In this list, noise levels are allocated to the

relevant noise sources (equipment, control valves and piping) in

such a way that the noise limitations are met.

Utility Consumption Control

Vendor Squad Checks

Authority Engineering Implementation


4/29

ENG308 Process Hazard Analysis This is a method to enhance the safety of a process / installation,

based on the concept that if a process always operates within the

intended design parameters, hazards will not occur. HAZOP is a

systematic inductive method aimed at identifying hazardous

deviations, their causes and means of detection, as well as the

active/passive precautions to reduce their frequency or mitigate

their consequences. HAZOP is carried out by a multi-disciplinary

team, which reviews a process to discover potential hazards and

operability problems. Systematic use is made of keywords as

applied to the functioning parameters to identify the hazardous

deviations. By doing this, the causes of this deviation and means of

detection the potential process hazards are identified and

prevention of these deviations can be considered.

ENG309 Area Safety Review Close-out Collect answers to action raised in Area Safety Review and execute

Area Safety Review close out, chair meeting and prepare report

ENG310 Safety Integrity Level (SIL) Verification Based on the proposed design of the Safety Instrumented Systems,

perform availability calculations to verify whether or not each system

meets the performance requirements associated with its assigned

Safety Integrity Level (SIL). These calculations can be used to

optimize the level of redundancy within each Safety Instrumented

System as well as the requirements for testing the system

components during operation.

ENG311 Supplier Inspection and Expediting - Support of PDDM and

Procurement in expediting data and equipment from suppliers.

Inspection support and shop visits for witness of shop tests and

Factory Acceptance Tests.

ENG411 Same as ENG311ENG312 Constructability, Maintainability,

Operability Review

Review held lead by the Project Constructability Management

Team. The review will focus on Maintainability, Operability, and

Constructability.

ENG313 HAZOP Follow-up Follow-up on HAZOP actions as established in the HAZOP review

[see ENG 308] and/or addressing comments made during the

HAZOP. This includes an assessment on present design status and

possible consequences of implementing HAZOP. This activity is

about implementing the actions as required by the HAZOP.

ENG316 Detailed Revamp Plan Step3 The Detail Revamp Plan (step3) describes detail construction

activities, which together define the sequential train of events

required to start, execute and complete the construction of the

specific scope of work items.

ENG317 3D Model Review #2 A model review held at the end of the design engineering phase,

used to review large bore pipe routings, valve placement, stress

requirements, location of control sets, supports, vents and drains,and to freeze the routing of these lines. This model review shall

result in AFC (approved for construction) P&IDs on which basis the

detail design phase may commence.ENG318 Risk Identification and Evaluation for

Construction Sites

In the design phase the Safety & Health plan for construction is to

be set up and a risk identification evaluation has to be carried out.

ENG401 P&IDs AFC Preparation and issue Approved For Construction P&ID's, is done

after the 2/3rd Model Review. Based on this issue Production

Engineering may commence and Isometrics are generated. The

Approved for Construction P&ID's represent detailed schematic

information on equipment, pipelines, instruments and controls. The

P&ID's are detailed with equipment/ vendor/instrument/process

control information. The quality of information is good for

construction related activities.ENG404 Package Unit Vendor Data Review Review (Squad Check) of Drawings prepared by the Package Unit

supplier / contractor.

ENG405 HAZOP Vendor Packages HAZOP review of Vendor supplied P&ID's. For format of the review

see ENG 308.

ENG407 Final Noise Report A report including the final noise allocation plan, calculations,

computer print outs, etc. as required by Client or Authorities.

ENG409 3D Model Review #3 A model review held at the end of the Detail Design phase used to

review the remaining Process and Utility lines and to freeze the

remaining design. The 3D Model Review shall result in a frozen

Plant design.

ENG418 Design Books All activities related to preparation, compilation or administration of

the design books. The design books are prepared as a project

deliverable for our client and can comprise all kind of design

information from the various project stages. The format and

contents of the design books is normally prescribed in the prime

contract.ENG421 P&IDs As Designed The P&ID's are revised and updated to the As Designed status.

This normally means after all Isometrics are issued.

Supplier Inspection and Expediting


5/29

ENG518 Turnover Documents Documents representing the system or Plant which is turned-over.

Usually this is done on a system by system basis as agreed early in

the Project and issued as part of the Project Execution Plan (PEP).

ENG601 As-Built Documents Update and final issue of the documents required to be As-Built,

with the As-Built comments resulting from the construction and turn-

over activities. Check constructed plant against latest issue of

P&IDs.

ENG602 Authority Package As-Builts Update and final issue As Built with comments resulted from the

construction and turn-over activities.

CSA101 Initial Boundary / Topo Survey

Specification

Specification for initial boundary and or topographic survey. Not

required if client has furnished this data with ITB or has this data in

their file.

CSA102 Preliminary Boundary / TopographicalSurvey Report

This is a very basic survey report showing plot limits or limits ofwork and the contours of the plot for cut and fill estimates and

hydrology assessment.

CSA103 Basic Geo-Technical / Contamination

Specification

Specification for initial geo-technical and/or contamination

investigation. Not required if client has furnished this data with ITB

or has this data in their file.

CSA104 Basic Geo-Technical / Contamination

Report

Initial geo-technical and/or contamination soil investigation report to

define the type of foundations (i.e. piled or non-piled) and also to

define the potential type of pile. The report must also include de-

watering and shoring recommendations for excavations as well as

the existence of soil contamination if any. Included are Site Specific

Seismic requirements.

CSA105 Civil Site Meteorological Design Criteria

Data

Basic data containing information on site location, ambient

temperatures, rainfall data, flood levels, frost lines, etc. including

references to the source of information, codes or practices to help

develop a Civil Design Criteria Specification.

CSA106 Structural Site Design Criteria DataIncluding FP Philosophy.

Basic data defining applicable wind and seismic codes, client'sunderwriters requirements for fireproofing supports and structures,

corrosion potential and protection requirements, foundation

recommendations, local stipulations, construction material

specifications for concrete, steel, bolting, walking surfaces, grout,

fireproofing and coating, vibration limitations, bundle pull, etc. to

help develop a Structural Design Criteria Specification.

CSA108 RFP/Contracts/ Tech Pkgs

Boundary/Topo/ UG / AG Survey

All activities related to the preparation of Technical Packages for

Boundary & Topographical surveys such as: 1. Scope of Work for

Subcontractor. 2. List of Drawings, Specifications and Standards. 3.

Unit Price Descriptions. 4. Document Commitment sheets. The

deliverables of the sub-contractor should include both preliminary

and detailed survey reports.CSA109 RFP/Contracts/ Tech Packages Geotech

/ Contamination


Geotechnical / Contamination reports such as: 1. Scope of Work for

Subcontractor. 2. List of Drawings, Specifications and Standards. 3.Unit Price Descriptions. 4. Document Commitment sheets. The RFP

includes the deliverables for both basic and detailed investigations.

CSA112 Site Infrastructure Study Initial study of the civil work with respect to cut and fill, dikes,

pavement, grading, seeding, graveling, firewater source, supply and

storage, site de-watering, site drainage, main and secondary roads,

railroads, culverts and bridges, fencing, etc. Also included is the site

accessibility study.

CSA113 Material Availabil ity Study Visit or contact construction material suppliers in the vicinity of site

and study the availability of material such as; concrete mix, backfill,

underground pipes, catch basins, culverts, precast items, etc.

CSA202 Detailed Topographical Report Detailed topographical data report for the plot that is either existing

in client's file or performed by a subcontractor. This is to establish

cut and fill needs, drainage design and setting site elevation.

CSA203 Geotech/Contam Specification Specification for investigation to obtain more than basic geo-

technical and/or contamination information. Optional activity if the

basic geotechnical report gives enough information to establish the

civil/ Structural design criteria.

CSA204 Geotech/Contam Detailed Investigations

& Recommendations

Geo-technical and/or contamination soil investigations report

including preliminary foundation and pile recommendations to define

type of foundation (i.e. piled or non-piled) and also to define

potential type of pile. Report must also include de-watering and

shoring recommendation for excavations as well as existence of soil

contamination if any, including recommendations for

decontamination. This report must be suitable to perform a

preliminary assessment of foundation design.


6/29

CSA205 Civil Eng Design Criteria & Material

Selection Spec

Specification defining design criteria for the Civil work based on the

Meteorological data, Topographic Survey and Geo-technical reports

on the project. This will also define the material for backfill, catch

basins, manholes, culverts, and underground pipe (if not identified

by piping). It will also include codes and standards, and criteria for

contaminated soil mitigation when the existence is identified in the

Geo-technical report.CSA206 Structural Eng Design Criteria & Material

Selection Spec

Specification defining Engineering design criteria for structures and

foundations based on the codes and standards, local stipulations,

meteorological data and client requirements including fireproofing

and corrosion protection philosophies. The construction material

such as concrete, steel, bolts, walking surfaces, and fireproofing will

be identified in this specification.

CSA207 Building Authority / Overall PermitApplication

If required by the local jurisdiction prepare and submit to theBuilding Authority an overall permit application package. If this is

not required conduct a meeting with the Building Authority to

understand their needs and establish a streamline review of the

packages.

CSA208 RFP/Contracts/ Tech Pkgs Piling, UG

Piping, Civil


early construction work such as Piling, UG Piping and civil work.

Activities include items such as: 1. Scope of Work for

Subcontractor, 2. List of Drawings, Specifications and Standards, 3.

Unit Price Descriptions, 4. Document Commitment sheets.

CSA209 RFP/Contracts/ Contractors Proposal

Evaluation

Assist with job walk, technical bid evaluation and award

recommendation. Issue final Technical Package for Piling/ UG

piping and Civil works.

CSA210 UG Piping / Installation Specification Specification defining requirements for Installation of Underground

piping including trenching and bedding.

CSA211 UG Piping / Standards Standard drawings showing requirements and typical details forinstalling underground pipe.

CSA212 Site Infrastructure / Installation

Specification

Specification covering installation requirements for cut and fill,

dikes, pavement, grading, seeding, graveling, firewater source,

supply and storage, site de-watering, site drainage, main and

secondary roads, railroads, culverts and bridges, fencing, etc.

CSA213 Site Infrastructure / Standards Standard drawings showing requirements and typical details for

installing the items related to site civil work.

CSA214 Piling / Material Installation Specification

& MTO

Specification defining pile type, material, fabrication, installation,

inspection and testing requirements. Compile preliminary pile count

estimate and pile design.

CSA215 Piling / Standards Standard drawing showing typical pile fabrication and installation

details.

CSA216 Concrete / Construction Specification Specification covering concrete material such as; cement, sand,

aggregate, reinforcing bars, and admixtures, placing, testing and

inspection requirements.

CSA217 Concrete / Standards Drawings showing standard repetitive typical details to be used indesign, general notes, requirements for reinforcement fabrication

and placement as well laps, splices and ties, anchor bolt fabrication,

etc. This includes standard details for concrete fireproofing also.

CSA218 Structural Steel / Fabrication and

Erection Spec

Specification defining Structural steel and bolting material, and

fabrication and inspection requirements. The Structural steel

specifications may be developed either separately for fabrication

and erection or combined for fabrication and erection based on

project needs.

CSA219 Structural Steel / Standards Drawings showing standard repetitive typical details to be used in

design, general notes, connections, fabrication requirements, etc.

CSA221 Under Ground Survey Specification Specification defining requirements for the identification of existing

underground's including pipe, duct banks, abandoned foundations,

etc.

CSA222 Above Ground Survey Specification Specification defining requirements for identification of the above

ground facility such as; structures, equipment, piping, cables,

buildings, etc. The specification may cover any type of survey (i.e.

hard measurements, photogramatry, laser imaging, etc.) based on

the project needs.

CSA225 Structural Steel Fireproofing Specification Specification defining requirements for the extent of fire proofing for

structural supports and equipment skirts and saddles. Include

material specification for the proprietary fire proofing if to be used.

Normally dictated by client's underwriter's regulations. If not use API

standards.

CSA226 Structural Data for Mechanical

Equipment Specification

Specification of structural design criteria data and structural input

data requirement from mechanical equipment vendors.

CSA230 UG Piping / Preliminary Design Based on the available topographical data, meteorological data, site

data and preliminary hydrology and drainage (storm water and

sanitary) calculations develop conceptual schematic designs for

underground piping.


7/29

CSA231 UG Space Management Based on the site layout, equipment layout, underground piping and

electrical needs develop conceptual designs and sketches showing

under ground space requirements and allocations for different

facets of work.

CSA232 Site Infrastructure / Preliminary Design &

MTO

Based on the available topographical data, meteorological data, site

data, needs for access and preliminary hydrology and drainage

calculations develop conceptual schematic designs for site

infrastructure. This includes all civil work including cut and fill, dikes,


storage, site de-watering, site drainage, main and secondary roads

and rail roads, culverts and bridges, fencing, etc. Prepare

preliminary MTO and cost estimates when required.

CSA236 Concrete / Preliminary Design & MTO Preliminary design of major and critical structures and foundationsthat will help in space planning and layout. Prepare preliminary MTO

and cost estimates when required.

CSA238 Structural Steel / Preliminary Design &

MTO

Preliminary design of major superstructure and critical items such

as pipe ways that will help in space planning and layout. Prepare

preliminary MTO and cost estimates when required.

CSA301 Underground Survey Report Report from the surveyor containing results of the survey

conducted. The results can be a hard copy or electronic file based

on project requirements.

CSA302 Above Ground Survey Report Report from the surveyor containing results of the survey

conducted. The results can be in hard copy of electronic file based

on the project requirements.

CSA303 Detailed Geo-technical / Contamination

Specification

Based on the developed plot if there are any specific needs it will be

covered in this, for example; soil data under critical equipment,

down-hole and cross-hole shear wave measurements, thermal

conductivity, etc.

CSA304 Detailed Geo-Technical / ContaminationReport

Report stating results of the specific needs requested to assist inestablishing design criteria for vibrating and or special equipment

foundations, depth for underground duct banks, etc.

CSA307 Building Authority / Detail Permit

Application

Preparation and submittal of the Building Authority detail civil and

structural permit application packages. Depending on the

jurisdiction this may result into one application or several individual

applications.

CSA308 RFP/Contracts/ Tech Pkgs Bulk Matl &

Const Subcontracts


bulk material P.O.s and construction subcontracts: 1. Outlining

Scope of Work for Subcontractor. 2. List of Drawings, Specifications

and Standards. 3. Unit price Description. 4. Document Commitment

sheets including estimated quantities. 5. Inspection and Testing

requirements. etc. For projects located in remote areas this activity

may start towards the end of Phase 2.

CSA309 RFP/Contracts/ Contractor's Proposal

Evaluation

Assist with technical bid evaluation and award recommendation.

Participate in job walks as required and issue final TechnicalPackage for Bulk Material POs and construction subcontracts.

CSA310 UG Piping / Hydraulic Calculation Prepare Hydraulic calculations for rainfall, drainage and collection

needs.

CSA311 UG Piping / 3D-PDS Modeling 3D-PDS modeling of all underground piping systems and main

components. Also when required 3D-PDS modeling of other

underground features such as existing foundations, limits of

contamination, etc.

CSA312 Site Infrastructure / Design Calculations Design calculations for all civil work related to cut and fill, dikes,


storage, site de-watering, site drainage, main and secondary roads

and rail roads, culverts and bridges, fencing, etc.

CSA314 Piling / Load Calculations and MTO Capacity calculations for a typical piles and pile count based on load

estimates using preliminary pile configuration layouts. Develop final

MTO for pile fabrication and procurement and establish cost basis

when required.

CSA316 Concrete / Detail Calculations Detail static and or dynamic design calculations for structures and

equipment foundations.

CSA317 Concrete / 3D-PDS Modeling and Model

Transfer

3D-PDS modeling of all concrete works. In work-share projects the

set-up and model matrix are done by prime office and all the

modeling is done in GEC/ workshare office. Ownership of the model

is transferred back to the prime office after issue of all Civil/

Structural drawings.

CSA318 Structural Steel / Detail Calculations Detail static and/or dynamic design calculations for structures.

CSA319 Structural Steel / 3D-PDS Modeling and

Model Transfer

3D-PDS modeling off all structural steel. In work-share projects the

set-up and model matrix are done by prime office and all the

structural steel modeling/ Interference checks are done in GEC/

workshare office. Ownership of the model is transferred back to the

prime office after Issue of all structural drawings

CSA321 Topographical Survey 3D Modeling 3D-PDS modeling of the topographical data given in the report.


8/29

CSA330 UG Piping / Design Drawings & MTO Underground piping drawings including details related to plant

drainage and collection. Develop final MTO and cost basis when

required.

CSA332 Site Infrastructure / 3D-PDS Modeling 3D-PDS modeling of Site infrastructure and Civil work.

CSA333 Site Infrastructure / Design Drawings &

MTO

Design drawings showing plans, elevations, sections and details of

the proposed site infrastructure and civil work. Develop final MTO

and cost basis when required.

CSA334 Piling / 3D-PDS Modeling 3D-PDS modeling of piles

CSA335 Piling / Plans and Schedules Piling plans including pile schedules showing pile locations, type of

piles, loads, depth of penetration, cut-off elevation, etc.

CSA336 Concrete / Design Drawings & MTO Concrete drawings showing plans, elevations and sections to assist

in developing formwork needs and details to include all required

rebar and embedded items, such as anchor bolts, sleeves,structural steel embeds, etc. The basic plans, elevations & sections

are extracted as freeze views from 3D models. Develop final MTO

and cost basis when required.

CSA337 Concrete / Rebar Bending Schedules &

MTO

Reinforcement documents showing schedule of bending length

configurations and placing diagrams. Current practice is that the

rebar supplier prepares these documents. On a few projects this

responsibility may be shifted to the home office (e.g. when the field

elects to procure rebar in bulk and bend them in the field or at some

remote project locations). Develop final MTO and cost basis when

required.CSA338 Structural Steel / Design Drawings &

MTO

Engineering plans sections elevations & details. Engineering

documents to show main grid dimensions, total structure

configuration including access ways, member sizes, walkway

surfaces, hand-railing, connection details, etc. The basic plans,

elevations & sections are extracted as freeze views from 3D

models. Drawings are generated after Interference check run.

MTOs are automatically extracted from 3-D models.CSA339 Structural Steel / Erection and Shop

Documents

Erection and shop fabrication documents identifying members by

piece mark numbers to facilitate erection and showing cut lengths

for each member, connection components and details for fabrication

of individual members.

CSA407 Building Authority / Occupation Permit

App

Final sign off on the Building Permits authorizing operation of

equipment or authorizing occupation in the building.

CSA408 RFP / Contracts / Home Office Support All activities related to field support such as: 1. Regular progress

meetings with Subcontractors. 2. Evaluating proposed materials. 3.

Reviewing vendor Data Documents. 4. Follow-up of raised

questions and problems. 5. Maintaining Material Status reports. 6.

Checking material take-off.

CSA410 UG Piping / Home Office Support Home office construction assistance during installation of

underground pipe designed by Civil group.

CSA412 Site Infrastructure / Home Office Support Home office construction assistance during Civil work.

CSA414 Piling / Home Office Support Home office construction assistance during pile fabrication andinstallation.

CSA416 Concrete / Miscellaneous Home Office Developing concrete design drawings showing formwork dimensions

and reinforcement details for miscellaneous concrete supports and

foundations surfaced near the end of the project. Also includes 3D-

PDS modeling and interference checks.

CSA417 Concrete / Vendor Document Review Fabricator's data (placing and fabrication drawings and material

specs) review for rebar, anchor bolts and structural steel embeds.

Also included is review of supplied material specification and

concrete mix designs.

CSA418 Structural Steel / Miscellaneous Home

Office

Developing structural steel design drawings showing supports for

miscellaneous items surfaced near the end of the project. Also

included is 3D-PDS modeling and interference checks.

CSA419 Structural Steel / Review Shop Drawings Review of structural steel erection drawings and fabrication

drawings prepared by the fabricator and authorizing them to

proceed with the fabrication. On a large project this activity maystart towards the middle of Phase 3. Drawing transfer is normally

electronic and the review may take place either t the home office or

the fabricator's shop.CSA501 Survey / Home Office As-Built Home office support to document as-built topographical information.

Construction assistance will be required to gather the as-built data.

CSA507 Building Authority / Home Office Home office to forward all documents pertaining to Building Permits

to Client. Also provide assistance to construction in this regards.

CSA510 UG Piping / As-built Home office support to document as-built underground Civil

designed piping. Construction assistance will be required to gather

the as-built data.


9/29

CSE101 Functional Design Philosophy for Control

and Safeguarding Systems

This document functionally describes the control and safeguarding

requirements for the relevant systems. It includes the control

philosophy (including start-up and shut down), extent of automation,

interface to plant management systems, (interfaces with) fire and

gas systems, human machine interface, applicable

regulations/standards. Also space requirements for control room.

The functional design philosophy shall reflect the scope of facilities

(client requirements)CSE107 MAC / MIV Philosophy Definition of Main Automation Contractor / Main Instrument Vendor

concept and defines extend of MAC / MIV scope. The main

objectives of the MAC/MIV concept are to provide cost savings,

execute the project within schedule and budget, utilize available

technical resources, skills and expertise of the MAC/MIV provider,

provide a single point of contact for Control Systems equipment

supply, uniformity of equipment and consistency in documentation

and implement flexible procurement strategies.

CSE110 Functional Design Philosophy for

Instrumentation

This document functionally describes the requirements for the

relevant instruments. It includes the applicable

regulations/standards, preferred principle of measurement and

electrical protection method with respect to hazardous area

classification. Also space requirements for accessibility shall be

defined. The functional design philosophy shall reflect the scope of

facilities (client requirements)CSE180 Enterprise and Manufacturing Execution

(MES) Systems Philosophy

This document describes the overall philosophies to develop of the

Logical and Physical Systems and how they will serve the Client by

providing the appropriate level of automation necessary for efficient

operation of the facility. The Logical Systems overall business

purpose and their function are briefly described. The Physical

Systems consist of communication systems, networks, network &computer equipment, accessory equipment (printers, faxes,

scanners, etc. Supervisory Control & Data Acquisition (SCADA)

systems, monitoring systems, security, overall notification systems

are also described and their roles in providing Enterprise

connectivity and functional implementation of the Logical Systems.

It also includes Manufacturing Execution (MES) Systems

requirements such as Long term historization, Asset management,

advanced control, batch tracking, etc.

CSE201 Input Control and Safeguarding Narrative

Requirements

The process department owns and writes the process control

narratives and depicts on the P&ID's. The Control systems

department shall review the documents and give specific

control/system requirements input to ensure that the process control

descriptions contain information that corresponds to the technical

execution of the process control.

CSE202 Typical Control & Safeguarding FunctionDefinition This document describes control & safeguarding functions that areused repetitively. The functionality as included in CSE 101 is worked

out in detail to be a basis for the narratives and to enable the DCS

and/or safeguarding system supplier to quote if they are involved in

the early phase

CSE203 Control Systems activities to develop the Cause and Effect

Diagrams.

CSE303 Same as CSE203


CSE204 DCS/PCS, SIS and Other Systems

Specification (preliminary)

Development of a preliminary/draft specification for DCS/PCS

and/or SIS. This document forms the basis for further systems

development. Also includes other systems like machine monitoring,

analyzer management, etc.

CSE205 Functional System Block Diagram A functional block diagram is a diagram on which the various

systems are indicated, including the reference information. A

functional block diagram indicates the software and/or hardware

signal processing and the methods used.CSE206 Operator Interface Definition This specification defines the way in which the operator will interface

with the operator control systems (use graphic screen, push-

buttons, switches, alarms, historization, reports, etc.)

CSE207 MAC / MIV Scope Definition Definition of Main Automation Contractor / Main Instrument Vendor

scope. The main objectives of the MAC/MIV concept are to provide

cost savings, execute the project within schedule and budget, utilize

available technical resources, skills and expertise of the MAC/MIV

provider, provide a single point of contact for Control Systems

equipment supply, uniformity of Equipment and consistency in

documentation and implement flexible procurement strategies.

CSE208 Analyzer Systems (conceptual) Definition of analzer requirtements such as analyzer types, sample

systems, anayzer houses, data aquisition

Cause and Effect Diagram Development


10/29

CSE210 General Instrument Design Criteria This preliminary specification provides the basic design

criteria/parameters, applicable standards and test/inspection

requirements to start and develop the Release/Approved for Design

package and to requisition equipment and materials. Subject

specification serves primarily as the design guideline. When a

comprehensive so-called Project Specification is available as part of

the prime contract, then it can be considered to omit this document.

Items to be addressed are for example: - Cable types to be used,

number of cores/conductors, method armoring, shielding, color

coding. - Installation methods to be used. - Spacing and/or

clearance for trenches, trays, crossing of cables, etc. - Tagging

procedures or equipment numbering method. - Tray types for

cables. - Preferred cable routing (underground or above-ground,

etc.CSE211 Instrument Index Definition and

Preliminary Index

An Instrument Index is a database listing of (instrument) data

required during the engineering, procurement and subcontracting

phase of the project. The Index can later also be used as basis for

construction, commissioning, startup and maintenance. During the

preliminary engineering phase of the project (Phase 2), this Index

should contain as a minimum all 'Tag' numbers and 'loop' numbers

with P&ID number, service description and phase code.

CSE212 Instrument Calculations (preliminary) Preliminary instrumentation calculations for initial sizing, such as

valve & flowmeter calculations and level meter requirements.

CSE213 SmartPlant Instrumentation

Implementation

Project setup of SmartPlant Instrumentation, definition of datebase.

CSE220 Define Equipment, Building, Main Cable

Route Requirements

Definition of Equipment, Building, Main Cable Route Requirements

by collecting the design data to initiate the desing of these systems.

CSE222 3D Modeling (preliminary) Init ial set up of 3D model and definition of main cable rout ings andmodeling philosophy

CSE230 Instrument power / air consumers data

(preliminary)

A preliminary instrumentation power and air consumer's list gives all

the basic information for all control systems and instrument electric

power and air consumers.

CSE240 Miscellaneous system block diagrams A block diagram showing the hardware configuration of the systems

concerned. It gives a clear view on how the components of a

system interrelate to internal and/or external systems. The block

diagram can be used for systems such as communication, telecom,

and complex mechanical package units to indicate which party is

responsible for installation and supply.

CSE250 Format of Control Systems Deliverables Definition of deliverables and format with regards to Client and

internal requirements

CSE270 Definition of Building Protection Systems Specification of the requirements for building protection and

communication systems such as fire and smoke detection systems,

entrance control, security alarm, CCTV, telephone, etc

CSE280 Enterprise and Manufacturing Execution

(MES) Systems Definition

A general specification for Logical and Physical Systems is

developed to provide information on the systems and their

interfaces with other major areas such as Control Systems,

Electrical, Architectural, HVAC, Infrastructure and Process Unit

scope border definitions.

CSE281 Telecommunications (Philosophy) Initial setup of telecommunications and related systems.

CSE301 Input to Control and Safeguarding

Narratives to AFD

The process department will update the process control narrative or

P&ID to depict the AFD status of the P&ID. This will be the starting

point for the detailed application development. Control systems

shall review the documents and give specific control/system

requirements input.

CSE302 Signal Interface Definit ion Definition of al l interfaces such as DCS-SIS, DCS-LAN, Fieldbus,

Wireless Systems, Packaged Unit Control / Monitoring, Alarm

Management, Telecomms, etc.

CSE304 DCS/PCS. SIS, and Alarm Management

Systems Specification

Development of specification for DCS/PCS, SIS and/or Alarm

Management System to RFQ status. Also includes other systems

like machine monitoring, analyzer management, etc.

CSE305 Systems Hardware Configuration

Diagram

A system hardware configuration diagram is a diagram that gives a

clear view on how the components of a control system are

interrelated or interconnected, including the existence of serial

interfaces, LANs, etc. The presentation format shows field related

hardware at the bottom. Progressing through the overall system via

highways and standard system hardware block to the control room

at the top. A system hardware configuration diagram is not product

bound. The system hardware configuration diagram is a more

detailed definition of the functional system block diagram and

includes, in many cases, vendor / supplier specific information.

CSE306 DCS/PCS and SIS Configuration Detailed configuration of DCS and SIS


11/29

CSE307 MAC / MIV Execution and Interface

Management

Management of MAC and MIV vendor(s) with respect to interfaces

with other discipline's equipment or systems & Buy-outs

CSE308 Analyzer Systems (definition) Definition of anlyzer system associated with the applicable process

stream. Long lead analyzer systems may be prepared for RFQ in

this stage.

CSE311 Instrument Index (inquiry information) The preliminary Instrument Index database is loaded with

information required for Inquiry of instruments and systems. This

means instrument loop breakdown in components and functions

with tag number, component or function name, item codes for

selection of engineering and installation requirements, furnished

item identification, component location, detailed specification

number and line number.

CSE312 Instrumentation calculations for such as valve sizing, flowmetercalculations and level meter requirements.

CSE412 Final Instrumentation calculations such as valve sizing, flowmeter

calculations and level meter requirements.

CSE313 Instrument Datasheets Specifies the following parameters and will be used as input for the

requisition input for the RFQ - General data (such as tag number,

service description, P&I.D reference, etc.) - Process data input ,

required for instrument definition - Vendor data input (type, model

number., etc.) - Options (material requirements, etc) - , as required

CSE314 Instrument Specif icat ions The narrative specif icat ion specif ies all design criteria/parameters,

applicable standards and test/inspection requirements and

certificates to procure a certain category of instruments or systems.

CSE315 RFQ and Bid Evaluation Input for

Equipment and Material

A RFQ is prepared to obtain quotes from vendors for specific

equipment or materials. Evaluation to be made on technical content

to select a vendor. Input will include the following:Equipment/material narrative specification - Equipment data sheet -

Drawings (single line, outline, block diagrams, etc.) - Technical

notes - Vendor drawing requirementsCSE316 Fieldbus Philosophy Definition of the Fieldbus philosophy. This activity can include the

selection of the type (and make) of the fieldbus, which instruments

and final operators are connected to the fieldbus, topology,

preliminary segment calculations, etc.

CSE317 Wireless Field Network Philosophy This activity can include the selection of the type (and make) of the

network, which instruments and final operators are connected to the

wireless network, topology, preliminary network coverage

calculations, etc.

CSE320 Input to Above-ground and Underground

Cable Routing

The above/underground drawing (preliminary) is a layout study

made for internal use. The drawing indicates: - Equipment locations

(with dimensions) - Cable routings/corridors (with dimensions) -

Accessibility. This is the basis for the location control plan and 3D

model.CSE321 Equipment layout and Buildings

(preliminary)

Preliminary equipment and building layout

CSE322 Detailed 3D modelling


CSE328 Define Inline Instrument (3D)

Methodology

Definition of how the inline instrument dimensional data is

transmitted to the 3D system and definition of interface

methodology.

CSE330 Input to Electrical Load List (preliminary) Input to the overall (key) single line diagram which shows the

electricity distribution for the instrument control systems. It includes:

- Supply redundancy and alternate switching arrangements - UPS

and emergency power backup requirements (capacity and

autonomy time)

CSE350 Typical Instrument Installation Hookups /

Details

Installation details show repetitive installation assemblies and

indicate the materials involved. The details shall clearly reflect the

scope of work and supply. This is the definition phase.

CSE351 Installation Specif icat ions Narrative specif ications describing the applicable installionrequirements

CSE354 Installation Contract: Scope of Work;

Explanation; Evaluation (Unit Price)

Control Systems handles the technical portion of the UNIT PRICE

installation contract. This contains all of the following: - Scope of

work. - Scope of supply. - Structure of handling changes of work. - A

package of documents that show the complete work. The total

package must contain all information to enable the installation

contractors to quote accurate completion date, unit prices and

deliverables of the total installation scope of work.

CSE360 Loop Diagram Templates These typical loop diagrams are received from cl ients or developed

to client's requirements. They are used as examples when fully

specifying each individual loop

CSE380 Enterprise Systems and MES Execution

and Interface Management

Detailed engineering and design of the Enterprise Systems

CSE381 Telecommunications (Definition) Definition of telecommunications and related systems.

Instrument Sizing Calculations

3D Modeling


12/29

CSE382 Telecom Calculations - Radio coverage,

path analysis, fiber link budget, traffic

study

Detailed engineering and design of the telecommunicarion systems

CSE401 Application Software Implementation

Description Process Control and

Safeguarding

This document defines all configuration matters, related to control,

that are not defined in the control and safeguarding narratives. It is

an additional supportive document for S/W development, covering

items such as: motor and valve control principles, alarm

suppression requirements and default control and safeguarding

parameters.CSE404 I/O Schedule This document defines the input and output signals and the

associated channels to which the signals have been assigned for

the different system that the project features (DCS, ESD system,

Fire & Gas system, etc.)

CSE405 Process Graphic Display Control and monitoring systems feature computer operator screenswith graphical presentations of the process that is monitored /

controlled. For configuring these operator screens, a process

graphic display definition is made. This document defines the: -

Screen display conventions applicable to the project, specifying

items such as: colors, line thicknesses and character sizes used.

This convention is to be used for the development of the process

graphic displays as defined below - Schematic presentations of the

process and parts controlled / monitored by the system for

configuration of the associated displays on operator screens.

CSE406 Logic Diagrams Logic Diagrams show binary logic in the form of gates, timers,

counters, etc. There are used to further clarify Cause and Effect

diagrams or when C&E diagrams are not used.

CSE407 Range, Alarm and Trip Setting List A set point list is a list stating the settings of all instruments for

alarm, control and safeguarding purposes.

CSE408 Analyzer Systems (design) Detailed engineering and design of analyzer systems andpreparation of RFQ/PO specifications

CSE411 Instrument Index (purchase information

and design)

The Inquiry Info Instrument Index (CSE311) database is loaded with

information required for purchase of instruments and systems. This

means PO number, manufacturer, model number, and range with

engineering units and cabinet/rack identification number.

CSE413 Intrinsic Safety Calculations Calculations to validate that Intrinsic Safety Requirements are

applied and IS loops comply with codes and (industry) standards.

CSE415 P.O. Input for Equipment and Material Same as RFQ input (CSE315) but updated to reflect agreement with

selected bidder.

CSE416 Fieldbus Segment Calculations Detailed calculations regarding the node/segment loading of

(Foundation) Fieldbus system.

CSE417 Wireless Field Network Segment

Calculations

Detailed calculations regarding the segment coverage and loading

of the wireless field network.

CSE420 Cable Plans The cable plan drawings are topographical plans of plant areas,substations control buildings, instrument houses office buildings,

etc. Underground and aboveground installed cables are preferably

shown on separate documents. The drawings shows major

equipment and supporting structures as a reference and the

equipment, motors, control switches, control panels, junction boxes

etc. being the cable source of - destination in detail. The cable main

routings are based on the trench/tray routing plan drawing. The

instrument and power part can be combined on one document or

presented separate.CSE421 Equipment and Building Layouts An equipment layout is a drawing of a control room/rackroom

showing a dimensioned arrangement of the equipment in the control

room. Free space, clearances and future expansions are identified.

CSE423 Cable List / Cable Schedule A cable list / cable schedule is a list or report on which the cables

including relevant data has been recorded. Sometimes this list is

split into an electrical and a control system part

CSE424 Cable Drumming Schedule Cable Drumming Scheduling is one of the activities in

engineering/design execution to properly manage cables for

procurement and to support Construction in managing quantities.

CSE425 Instrument and Junction Box Location

Plan

An instrument and junction box plan is a topographical drawing

indicating the location and level of the instruments and the junction

boxes with their tag numbers.

CSE426 Junction box / Cabinet Connection

Report (or Drawing)

Connection Drawings contain all instrument connection data

required for the installation contractor. This information is organized

per cabinet, per terminal strip and per (Multicore / Multipair) cable.

They can have the format of a connection diagram or connection list

from a database. Schematics and loop diagrams are not acceptable

for this purpose.


13/29

CSE427 Instruments and Computer Earthing /

Grounding Plan

Earthing/Grounding system drawings are produced to reflect the

earthing/grounding philosophy. These are in plant/building plan view

format or overall system format. Earthing/grounding cable

sizes/colors/routing/terminations are also indicated.

CSE428 Review In-line Items Final definition of inline instrument dimensions. This activity is

required to verify if the in-line items are located in accordance with

the instrument vendor, client requirements, accessibility, ergonomic

requirements.

CSE430 Input to Electrical Load List Input to the electrical loadlist which shows the power loads for the

instruments, control and safety systems.

CSE440 Miscellaneous Systems and Plans Miscellaneous system plans are topographical drawings showing

stand- alone systems which do not fit into CSE205 and 305 . If, due

to the nature of the system, it is impractical to combine with other

system, these systems may be shown separately.

CSE450 Installation Hook-ups / Details Installation detail and assembly drawings belong to the Location

drawings and are to be interpreted in conjunction with Vendor

drawings. The detail and/or assembly drawing shows special

requirements with respect to scope, material supply and method as

far as not covered under any other drawing.

CSE452 Material Take-off This list specifies quantities and selection of installation materials.

The list is used as a basis for: - procuring materials - Quantifying

the unit of work in case of a unit rate contract - Estimate to define

value. (counter estimate)

CSE453 Revamp Work Packages A revamp package generally contains of the following: As built

documents of related systems or situations Existing documents

marked-up with the installation to be removed or relocated.

Sketches to clarify the removals and relocations. Documents

showing interim situations if required. Detailed discipline work step

planning descriptionsCSE454 Installation Contract: Scope of Work;

Explanation; Evaluation (Lump Sum)

Control Systems handles the technical portion of the LUMP SUM





contractors to quote accurate completion date, prices/deliverables

of the total installation scope of work.

CSE460 Loop Diagrams During this phase of activity all project loop diagrams are completed

using the typical examples developed during Phase 3 activities.

Complete with details, tag and equipment numbers, connections,

I/O termination and cable codes.

CSE470 Building Protection Plans Detailed engineering and design for building protection systems

such as fire and smoke detection systems, entrance control,

security alarm, CCTV, etc

CSE480 Electrical Heat Tracing Design Data These documents should contain information on what is required forelectrical or steam heat tracing and what are the installation

instructions. The tracing vendor can also prepare this package. The

power distribution part of this installation normally is shown on the

cable layouts.

CSE481 Telecommunications (Design) Detailed engineering and design of telecommunications and related

systems.

CSE490 Home Off ice Field Support During construction home off ice will assist construction with

technical queries related to the design and engineering package

including the purchased equipment. Home office people can also be

located at the construction site.

CSE491 Supplier Equipment Inspection The CS department will in general (on request of the procurement

department) execute the inspections for the equipment purchased

by the CS department and for the CS portion of the mechanical

package unit (if required). Procurement department will instruct the

CS people on the non-technical procedures to be followed.


14/29

CSE492 Factory / Site Acceptance Test

(SAT/FAT)

FAT During the Factory Acceptance Test (FAT), the hardware and

firmware delivered and the application S/W developed is checked

against the system specifications, H/W and S/W definition

documents and the contract. The test is to ensure that the hardware

and software is manufactured / programmed according to the

contract. The test takes place prior to shipment to site of the

system. During the Site Acceptance Test (SAT), the hardware and

firmware delivered and the application S/W developed is checked

against the system specifications, H/W and S/W definition

documents and the contract. The test takes place at site and is to

ensure that the system, including software, as tested during the FAT

is still functioning and performing the same on-site as during the

FAT and that the system works in the environment in its actual

location. The test is usually a limited version of the FAT for the

system and its software and an extended version of the FAT for the

connections to foreign systems and/or components.

CSE601 As Built Documentation This activity is the revision/update of the documents with the actual

installed situation. Field engineering will provide the mark-up

drawings. In general the marking-up of the documents will be done

by the field installation contractor as part of his scope of work.

ELE101 General Electrical Systems Philosophy This document functionally describes the requirements for the

relevant electrical systems. It includes the distribution philosophy,

extent of automation, interface to plant management systems,

(interfaces with) safety systems, human machine interface,

applicable regulations/standards. Also space requirements for

electrical rooms and buildings. The General Electrical Systems

Philosophy shall reflect the scope of facilities (client requirements)

ELE102 Power System Study - Conceptual A conceptual power system study generally includes preliminary

load flow and short circuit studies for: - Zero, minimum, normal,

maximum and future load conditions (load profile) - Plant level

switching configurations - Anticipated main faults and disturbances

ELE103 Key Single Line Diagram - Conceptual A key (or distribution) single line diagram shows the site-wide or

plant-wide electric power distribution system. It includes all sources

of power supply (utility, in-plant generation), shows redundancy in

distribution down to 400V switchgear level (MCC's normally not

included). - It shows circuit breaker, switches and isolators. It

neither shows interlocking nor any protection. If required, a separate

key single line diagram will be made for emergency power

distribution. - System capabilities: equipment ratings and

impedance, winding configurations and earthing arrangements.

ELE104 Power Supply Company Requirements A narrative description covering the following subjects: - Tariffstructure, metering, protection - Power failure and harmonic

constraints - Reliability of supply (dip, outages, voltage/frequency) -

Minimum/maximum short circuit levels (including future) - Permits -

Interfaces, room space - Phase rotation - System earthing -

Mandatory design requirements imposed by the utility - Applicable

standard and codesELE109 MEC / MEV Philosophy Definition of Main Electrical Contractor / Main Electrical Vendor

concept and defines extend of MEC / MEV scope. The main

objectives of the MEC/MEV concept are to provide cost savings,

execute the project within schedule and budget, utilize available

technical resources, skills and expertise of the MEC/MEV provider,

provide a single point of contact for Electrical equipment supply,

uniformity of equipment and consistency in documentation and

implement flexible procurement strategies.

ELE112 Electrical Load List (conceptual) A conceptual listing of all electrical consumers fed from MCC's and

DB's, the maximum normal running plant load and peak load. At this

stage the loadlist will show the main loads and will include

allowances for smaller loads.

ELE201 Earthing / Grounding Philosophy Earthing Philosophy: A diagram and/or narrative covering 'typical'

earthing concept, the application (including the required component

and material used). All different earthing systems applied on the

project shall be addressed, e.g.: Protective earth (PE), Functional

earth (instrument earth / Signal earth), Lightning Protection,

Equipotential / bonding.ELE202 Power/ Systems Study (preliminary) A preliminary power system study generally includes preliminary

load flow and short circuit studies for: - Zero, minimum, normal,

maximum and future load conditions (load profile) - All relevant

switching configurations - All relevant faults and disturbances

ELE203 Key Single Line Diagram (preliminary) The Released for Design version of the conceptual diagram. This

document is the basis for all design engineering.


15/29

ELE204 Lighting Philosophy In this document the requirements for the lighting systems will be

specified such as: LUX levels; Type of lighting fixtures; Type of

control (local and centralized); Type of emergency and escape

lighting; Voltage and distribution method; Type and location of

convenience outlets; Special local requirements.

ELE206 Input to Control Systems Philosophy Input to the Control Systems Engineering document describing the

interfaces between DCS/SIS and Electrical systems. Describes

items such as method of MCC control (PLC or hardwired), shutdown

and restart methods, sequencing, etc.

ELE209 MEC / MEV Scope Definition Definition of Main Electrical Contractor / Main Electrical Vendor

scope. The main objectives of the MEC/MEV concept are to provide

cost savings, execute the project within schedule and budget, utilize

available technical resources, skills and expertise of the MEC/MEV

provider, provide a single point of contact for Electrical equipment

supply, uniformity of Equipment and consistency in documentation

and implement flexible procurement strategies.

ELE210 General Electrical Design Criteria A general specification is a narrative specification which specifies

the basic design criteria/parameters to start and develop the

Release for Design package and to requisition equipment and

material. Subject specification serves primarily as a design

guideline. Items to be addressed are for example: System

characteristics such as voltage levels, system earthing, max. kW

connected to etc. - Cable selection guide for MV and LV. - Specific

system installation such as cathodic protection, heat-tracing etc.

(describing methods to be used) - Spacing and/or clearance for

trenches, trays, crossing of cables, etc. - Tagging procedure or

equipment numbering method - Power and welding outlet

re uirements

ELE211 Electrical Equipment List A listing of all the engineered electrical equipment.ELE212 Electrical Load List (preliminary) The Released for Design version of the conceptual load list. This

document is the basis for all design engineering.

ELE213 Electrical Monitoring and Control

Functional Diagram

An Electrical Monitoring and Control Functional Diagram is a

diagram that gives a clear view on how the components of such a

system are interrelated or interconnected, including the existence of

serial interfaces. The presentation format shows field related

hardware at the bottom. An Electrical Monitoring and Control

Functional Diagram is not product bound.ELE214 SmartPlant Electrical Implementation Project setup of SmartPlant Electrical, definition of datebase.

ELE216 Electrical Specifications (preliminary) A preliminary narrative specification specifies the basic design

criteria/parameters to start and develop the Release for Design

package and to requisition equipment and material.

ELE218 Definition of Electrical Protection This document functionally describes the level and method of

protection of electrical equipment.

ELE220 Define Equipment Layout, Buildings,

Main Cable Route

Definition of Equipment, Building, Main Cable Route Requirements

by collecting the design data to initiate the design of these systems.

ELE222 Initial set up of 3D model and definition of main cable routings and

modeling philosophy

ELE322 Detailed 3D modeling

ELE422 Detailed 3D modeling

ELE230 Hazardous Area Classification Plans

(preliminary)

A hazardous area classification plan is a drawing on which a

classification into zones is given in relation to dust and gas

explosion hazards according to applicable standards. The basis is

documented in the Hazardous Area Classification Narrative

document originated by the Process Department. In this phase only

the horizontal areas are defined.

ELE240 Miscellaneous system block diagrams A block diagram showing the hardware configuration of the systems

concerned. It gives a clear view on how the components of a

system interrelate to internal and/or external systems. The block

diagram can be used for systems such as complex mechanical

package units to indicate which party is responsible for installationand supply.

ELE250 Format of Electrical Deliverables Definition of deliverables and format with regards to Client and

internal requirements

ELE270 Definition of Building Protection and

Communication systems

Specification of the requirements for building protection and

communication systems such as fire and smoke detection systems,

entrance control, security alarm, CCTV, telephone, etc

ELE302 Power system study (Detailed) A power system study may include the following: - Load flow and

short circuit studies - Motor starting (individual loads) - Sequential

automatic restart (groups of loads) - Motor acceleration (transient

behavior) - Transient stability - Cable sizing/PE sizing - Harmonic

analyses - Earth grid analyses - Preliminary relay/fuse coordination

(hardware selection).

3D Modeling


16/29

ELE303 Key Single Line Diagram A key (or distribution) single l ine diagram shows the si te-wide or

plant-wide electric power distribution system. It includes all sources

of power supply (utility, in-plant generation), shows redundancy in

distribution down to 400V switchgear level (MCC's normally not

included). - It shows circuit breaker, switches and isolators. It

neither shows interlocking nor any protection. If required, a separate

key single line diagram will be made for emergency power

distribution. - System capabilities: equipment ratings and

impedance, winding configurations and earthing arrangements.

ELE304 Switchgear Single Line Diagram A single line diagram for MV/LV switchgears covering protection,

automatic change over and interlocking with upstream systems.

ELE305 Typical Schematic Diagram A typical schematic diagram shows control and signaling with acompacted reference power circuit. It shows in detail all parts

belonging to the same control voltage circuit, including the

interfacing components. - The typical is a basis for equipment

specification cable specification and for detailed schematic

diagrams in level 4.

ELE306 Input to Control Systems Signal Interface

Definition

Input to the Control Systems Engineering document describing the

interfaces between DCS/SIS and Electrical systems. Details the

type of interface e.g. hardwired or datacomms, NO or NC (pulse) of

dry contacts, Interface voltage levels.

ELE307 Instrument Power Supply Single Line

Diagram

This is an overall (key) single line diagram which shows the

electricity distribution for the instrument control systems. It includes:

- Supply redundancy and alternate switching arrangements - UPS

and emergency power backup requirements (capacity and

autonomy time)

ELE308 Cable Sizing, Earthing and Lighting

Calculations

Calculations for Cable Sizing, Earthing and Lighting

ELE309 MEC / MEV Execution and Interface

Management

Management of MEC and MEV vendor(s) with respect to interfaces

with other discipline's equipment or systems & Buy-outs

ELE312 Electrical load list A complete listing of all electrical consumers fed from MCC's and

DB's, the maximum normal running plant load and peak load.


Interface Definition

This document defines the hardwired and datacomms interfaces

between the Electrical Monitoring and Control System and other

systems such as the DCS and SIS.


Hardware Configuration Diagram

This drawing defines the how the Electrical Monitoring and Control

System is interconnected.

ELE316 Electrical Specifications Development of specification for Electrical Equipment to RFQ

status.

ELE317 RFQ and Bid Evaluation Input for

Equipment and Material

A RFQ is prepared to obtain quotes from vendors for specific

equipment or materials. Evaluation to be made on technical content

to select a vendor. Input will include the following:Equipment/material narrative specification - Equipment data sheet -

Drawings (single line, outline, block diagrams, etc.) - Technical

notes - Vendor drawing requirements

ELE318 Protection & Interlock Diagram This diagram describes the types of device protection and their

interlocks in the electrical system

ELE320 Above-ground and Underground Cable

Routing

The above/underground drawing (preliminary) is a layout study

made for internal use. The drawing indicates: - Equipment locations

(with dimensions) - Cable routings/corridors (with dimensions) -

Accessibility. This is the basis for the location control plan and 3D

model.

ELE321 Equipment Layouts and Building

Drawings (preliminary)

Preliminary equipment and building layout

ELE330 Hazardous Area Classification Plans A hazardous area classification plan is a drawing on which a

classification into zones is given in relation to dust and gas

explosion hazards according to applicable standards. The basis is

documented in the Hazardous Area Classification Narrative

document originated by the Process Department.

ELE350 Typical Installation Details Installation details show repeti tive installation assemblies and

indicate the materials involved. The details shall clearly reflect the

scope of work and supply. This is the definition phase.

ELE351 Installation Specif icat ions Narrative specif ications describing the applicable installation

requirements

ELE354 Installation Contract: Scope of Work;

Explanation; Evaluation (Unit Price)

Electrical handles the technical portion of the UNIT PRICE





contractors to quote accurate completion date, unit prices and

deliverables of the total installation scope of work.


17/29

ELE403 Motor Control Center and Distribution

Board Schedules

The MCC/DB single line diagram can be either a single line drawing

or a tabulation (schedule). - The document serves as the basis for

procurement, construction, maintenance and plant operation and

generally includes following details: - Incoming feeder with size and

rating - Bus ratings - In/outgoing switches/protective devices/rating -

Services with cable data, service, load rating - Electric motor data,

rating, full load current, locked rotor current and standard control

diagramELE405 Schematic Diagrams Schematic diagrams indicate the electrical functionality. They show

all detailed signaling control information required to operate, to

install and for maintenance.

ELE417 P.O. Input for Equipment and Material Same as RFQ input (ELE 317) but updated to reflect agreement

with selected bidder.

ELE418 Relay Fuse Coordination Study Report The report covers the groundwork for development of the electricaldistribution network protection system. It serves as the basis for

production engineering which generally covers the following: -

Protection philosophy - Time/current graphs showing: - Single line of

string to be protected - T/C curves of protective devices - Fault

levels, damage points (equipment), inrush currents, voltages

variations - Bands of curves. - Setting records setting of primary

current values and times, serving as input for switchgear vendor. A

preliminary version is required in Phase 3 (part of Power System

study) to support the development of the substation single line

diagram and to finalize specification of hardware (protective relays,

CT's, etc.)ELE420 Trench / Tray Routing Plan An electrical trench/tray routing plan shows the topographical

situation of cable trenches and/or cable trays. Trenches and road

crossings are fully dimensioned. Tray routings are detailed with type

and number and location. Normally the instrument trench/tray

routing drawing is integrated in this electrical trench/tray routingdrawing.

ELE421 Equipment and Building Layouts An equipment layout is a drawing of a substation showing a

dimensioned arrangement of the equipment in the substation. Free

space, clearances and future expansions are identified.

ELE423 Lighting Plan Lighting plans are topographical drawings showing the locations and

types of lighting fixtures and convenience outlets, receptacles,

illuminated gauges and field located lighting distribution panels. The

drawings may include routing of cables on trays and in trenches, or

references made to lighting or trip circuits connected.

ELE424 Earthing and Lightning Protection Plan Earthing plans are topographical drawings showing earthing system

components and materials. The connection information given,

includes earthing of equipment, earth connection wires to metal

parts, bonding to the main earthing bar for potential equalization

between systems, such as lightning, functional (clean) earth, UG

piping systems, foundation rebars and building steel. Part of theearthing installation scope to be executed by the civil contractor

such as welding of the rebars, etc. will not be shown on the drawing.

ELE425 Electrical Cable Plans The cable plan drawings are topographical plans of plant areas,

substations control buildings, office buildings, etc. Underground and

aboveground installed cables are preferably shown on separate

documents. The drawings shows major equipment and supporting

structures as a reference and the equipment, motors, control

switches, control panels, junction boxes etc. being the cable source

of - destination in detail. The cable main routings are based on the

trench/tray routing plan drawing.ELE426 Cable List / Cable Schedule A cable list / cable schedule is a list or report on which the cables

including relevant data has been recorded. Sometimes this list is

split into an electrical and a control system part

ELE427 Cable Drumming Schedule

Date post:	04-Jun-2018
Category:	Documents
Upload:	emmanuel-cervantes-velazquez
View:	223 times
Download:	1 times