Process Plant Project Secquence Chart

Notes:

The Process Plant Project Sequence "Chart" is a broad generalization of the major project
activities by the different groups and is not intended to be an absolutely detailed match for every
project. It was prepared specifically for use as a guide in this Training Program for Piping Leads.

To use the Chart on screen go to the first page of the Chart, Place the courser in "Cell" C-1 and
then go to "Windows (in the tool bar above) and click on "Split" This will freeze the left-hand "B"
column. Then you can scroll right to any page and you will still see the discipline designations in
the "B" column. On print-Out Column "B" will be repeted on each page.

The major Engineering and Design disciplines stretch across the pages horizontally. Their
individual activities and tasks remain in their individual horizontal bar. Joint activities are shown
grouped vertically.

The vertical fields are not intended nor should they be interpretive as implying any unit of time
such as Hours, Days, Weeks, Months or Years. They are only there for the presentation of the
data.

Instructions:

These "Notes and Instructions" along with the attached "Chart" are "Locked" and Password
protected. To make any changes you must "Unlock" the individual document first. After the
changes have been completed you should relock the document. The "password" for both
documents is located in "Cell" CO-1 of the Chart file.

Page 1 of 10
 358047732.xls

PROJECT KICKOFF 1
CLIENT
Client and Company PM
jointly set time, place and
Project agenda for Kickoff meeting Arrange for
Mngmt. project
number and
Eng. Mngr space, office
En'g Mngmt & computers Establish commu
selected

Process Engineering rece

Process
Process relevant process data from
Lead
Group and after a period of study s
Assigned
(Process Flow Diagra

Civil Lead
Civil Group Joint Kickoff meeting with
Assigned
all Leads in attendance.
Agenda includes such key
issues as Project Purpose,
Goals and Target
Structural Struct. Lead Completion Date. Other
Group Assigned items should include:
-Project Execution plan
(EPC , EPCM or other.) -
Design Execution Plan -
Manual, 2D or 3D -
Mech. Mech. Eqp. Procurement plan,
Equip. Lead Construction Plan: Stick
Group Assigned Build or Module, Direct
Hire or Sub-Contract.
Client provides all
relative documents such
as process Block Flow
Vessels
Vessels Diagram, information on
Lead
Group feed stock, and end
Assigned
products.

Piping Piping Lead

Group Assigned

Electrical Elect. Lead

Group Assigned

Instrument Instru. Lead

Group Assigned

Notes:

Page 2 of 10
 358047732.xls

Preliminary
PROJECT
Engineering
KICKOFF 2 Prelimina
Approves
CLIENT
PFDs

Project
Mngmt.

With input form the Client & all discipl

En'g MngmtEstablish communication methods and channels for all project personnel and purposes Establish Documen
Establish Project Reporting methods and Timing.

Process Engineering receives all Develops Process initiates

Company (in-house) P&ID
relevant
Process process data from the Client Mat'l Summ. development of P&IDs
Reviews attended by all
and
Group
after a period of study starts PFDs And Line & (Piping and Instrument
disciplines
(Process Flow Diagrams) Flow data Diagrams)

Work with
Piping on
Civil Group Civil & Structural start Plot Plan
Property Survey and developm't
Geotechnical study to Completes and issue the issues
determine issues such as results of the Site Survey
Soil conditions to Storm to all project disciplines. Work with
water drainage and Piping on
Structural disposal Plot Plan
Group
developm't
issues
Pumps
Work with
Mech. Mechanical Equip. starts Exchangers Piping on
Equip. Project Equipment list with Heaters Plot Plan
Group data on type and size Compressors developm't
issues
Other
Work with
Vessels initiates
Piping on
Vessels preliminary Vessel and
Plot Plan
Group Tank drawings with sizes
developm't
and Nozzle schedule
issues

Piping design starts Plot Plan Study

Piping Mat'l PME starts Prelim. Line List
Piping Eng (PME)
Group starts Line
Class Specs
Piping Eng. Lead starts Scope Planning

Work with
Electrical starts Motor List,
Piping on
Electrical and other activities relating
Plot Plan
Group to Power, Lighting &
developm't
Communications
issues

Instruments starts Instru.

Instrument List, and other activities
Group relating to Cable Tray runs
& local control panels

Notes:

Page 3 of 10
 358047732.xls

Preliminary Engineering
PROJECT KICKOFF 3 Scope, Estimate & S
Approves Approves Review and
CLIENT
P&IDs Plot Plan App. SOW

Project
Mngmt.

With input form the Client & all disciplined determine the project execution Plan (2D, 3D, or Manual)
En'g MngmtEstablish Document control System and Group to handle Project Documents.

Resolve all
P&IDS Issue P&IDs Review Plot Issue P&IDs Develop all
Company (in-house) P&ID Client
Process updated for to Client For Plan Return Approved for Utility
Reviews attended by all comments,
Group In-house Approval Comments Design distribution
disciplines update
comments (IFA) to Piping (AFD) Diagrams
P&IDs

Review Plot Perform

Develop Specifications for: Roads,
Plan Return MTO of all
Civil Group Ditches, Berms, Storm Drains, Paving,
Comments Bulk Civil
etc.
to Piping Each entity or Group drafts Items
a Scope Of Work (SOW)
for his/her Discipline. The
Review Plot SOW shall consist of 4 Perform
Develop Specifications for Structures
Structural Plan Return sections; Scope of MTO of all
(steel/Conc.) Anchor Bolts, Ladders,
Group Comments Facilities (SOF), Scope Of Bulk Struct.
Platforms, etc.
to Piping Services (SOS), A Items
Schedule of Deliverables
and a List of Assumptions
and Exceptions. This Receive &
Review Plot
Mech. Prepare and Issue Document should be distribute
Develop Specifications & Data Sheets Plan Return
Equip. Request for Quote (RFQ) reviewed and approved vendor
for all known equip. Comments
Group for all Equip. first by the individual quote eqp.
to Piping
Discipline Department Dwgs
Head and then the Project
Engineering Manager and Receive &
Review Plot the Project Management.
Prepare and Issue distribute
Vessels Develop Specifications & Data Sheets Plan Return The Project Manager may
Request for Quote (RFQ) vendor
Group for all known Tanks & Vessels. Comments use all or part to develop quote Vess.
for all Vessels & Tanks
to Piping the formal Project SOW for Dwgs
submittal to the Client.
Piping design starts Plot Plan Study
Issue Resolve all Perform 1st
PME starts Prelim. Line List Receive IFA Issue Plot
Prelim. Plot in-house MTO of all
Piping P&IDs and Plan to
Plan for In- Plot Plan Bulk Piping
Group update Plot Client for
house comments & for RFQ &
Plan Approval
review update Est.
Piping Eng. Lead starts Scope Planning

Review Plot Perform

Prepare and Issue
Electrical Develop Specifications & Data Sheets Plan Return MTO of all
Request for Quote (RFQ)
Group for all known equip. Comments Bulk Elect.
for all Elect. Equip.
to Piping Items

Work with
Review Plot Perform
Piping on
Instrument Plan Return Develop Spec & Data Sht MTO of all
Plot Plan
Group Comments for all known Instru. Bulk Instru.
developm't
to Piping Items
issues

Notes:

Page 4 of 10
 358047732.xls

Scope, Estimate & Schedule

PROJECT KICKOFF 4 Detailed Engineering and Desig
Review and App. Project
CLIENT
App. Est. Go Ahead

Formalize and submit Initiate reporting by Disciplines fo

Project
Project Scope, Estimate, Initiate reporting to Company Managem
Mngmt.
Schedule to Client Initiate reporting to Client for P
Manage and Control Engineering and
En'g Mngmt Establish Controls and Manage Client Change Orders affec
Manage and Control Receiving, Routing and Return of Ve

Process
Develop Operating Instruction: Start-up, Shut-Down a
Group

Based on Approved Plot Plan develop

Civil Group
Each entity or Group
develops a detailed Labor
Hour Estimate based on
Input Req'd
the SOW. Each Discipline
Structural
Estimate should be
Group
reviewed and approved by
the Discipline Department
Head before submittal to
Project Management.
Mech. Project Management shall
Equip. not make any changes
Group (reductions or additions) to
any discipline estimate
without the Approval of the
Discipline Lead and a
corresponding change in Input Req'd
Vessels the SOW. The Project
Group Manager shall submit a
Total Project Estimate to
the Client.
Input Req'd
Piping
Group
Site Prep drawings for issue to
Engineering and De
Each entity or Group Construction. Include Primary Roads,
develops a detailed Activity site fence and other as Req'd
and Task Schedule based
on the SOW and Labor
Hour Estimate. Each
Based on Soils Report & Plot Plan
Data for Discipline Schedule shall
develop foundation for equipment as Engineering and De
Computer be Activity and Time
Vendor drawings come in.
Design compatible with all other
Discipline Schedules.
Each Discipline Schedule
should be reviewed and
approved by the Discipline
Continue processing Vendor Drawings and Data
Department Head before
submittal to Project
Management. Project
Management shall not
make any changes to any
discipline Schedule
Data for without the Approval of the Engineering and Design Development as required.
Computer Discipline Lead The
Design Project Manager shall
submit a Total Project
Schedule to the Client. Develop detailed Vessel orientation model/drawings
complete with all nozzle locations, pipe, pipe supports,
Data for pipe guides, ladders & platforms
Computer
Design Pipe Stress review & analyze piping as Req'd
Establish 3D Design Partition areas

Input Req'd
Electrical Data for Develop underground cable routing/Duct Banks. Coordinate all underg
Group Computer and Instruments. Coordinate all work with the
Design

Input Req'd
Instrument Data for Develop individual Instrument connection Details, Loop Detail Drawi
Group Computer Coordinate all work with Piping and the De
Design

Notes:

Page 5 of 10
 358047732.xls

etailed Engineering and Design 5

PROJECT KICKOFF Detailed Engineering and Design
Review/app
CLIENT As work progresses, conduct periodic reviews as required
vessels
Initiate reporting by Disciplines for Progress, Budget, Schedule Continue reporting by Disciplines for Progress, Budget, Schedule
Project
Initiate reporting to Company Management for Progress, Budget, Schedule Continue reporting to Company Management for Progress, Budget, Schedule
Mngmt.
Initiate reporting to Client for Progress, Budget, Schedule Continue reporting to Client for Progress, Budget, Schedule
Manage and Control Engineering and Design
trols and ManageEn'g Client
Mngmt
Change Orders affecting Engineering and Design
d Control Receiving, Routing and Return of Vendor Drawings and Data

Process
p Operating Instruction: Start-up, Shut-Down and Upset Conditions
Group

Civil Group
Engineering and Design Development as required. Engineering and Design Development as required.

Structural
Engineering and Design Development as required. Engineering and Design Development as required.
Group

Mech. Hold in-

ntinue processing Vendor
Equip.Drawings and Data as they come in. Engineering and Design Development as required. house
Group reviews as
indiv'l areas
are compl't.

Update all vessel Drawings and send

Vessels
Design Development as required. finals to vessel vendor Approved for Engineering and Design Development as required.
Group
Fabrication.

Joint Vess.
Initiate detailed design of all piping areas
Orient. Continue detailed design of all piping areas complete
Piping complete with Structures, Pumps,
Review w/ with Structures, Pumps, Exchangers, Compressors,
Group Exchangers, Compressors, Heaters,
Process & Heaters, Pipe Racks and Piping.
Pipe Racks and Piping.
Vessels

ble routing/Duct Banks.

Electrical
Coordinate all underground work with Piping, Structural, Civil
Engineering and Design Development as required.
and Instruments. Coordinate
Group all work with the Design Model

rument connectionInstrument
Details, Loop Detail Drawings & Cable Tray sizes and routing.
Engineering and Design Development as required.
Coordinate all work
Group
with Piping and the Design Model

Notes:

Page 6 of 10
 358047732.xls

ngineering and Design 6

PROJECT KICKOFF Production Engineering

ct periodic reviews CLIENT

as required As work progresses, conduct periodic reviews as required

es for Progress, Budget, Schedule Continue reporting by Disciplines for Progress, Budget, Schedule
Project
agement for Progress, Budget, Schedule Continue reporting to Company Management for Progress, Budget, Schedule
Mngmt.
for Progress, Budget, Schedule Continue reporting to Client for Progress, Budget, Schedule

En'g Mngmt

Process
Prepare all Discipline Final Drawings for Issue.
Group

Develop Discipline De-Staffing Plan

Civil Group Prepare all Discipline Final Drawings for Issue.

Develop Discipline De-Staffing Plan

Structural
Prepare all Discipline Final Drawings for Issue.
Group

Develop Discipline De-Staffing Plan

Hold Client
Model
Mech. Review
Equip. Insure that All In-house and All Vendor Drawings and Data have been Issued.
Group
Develop Discipline De-Staffing Plan

Vessels
Insure that All In-house and All Vendor Drawings and Data have been Issued.
Group

Develop Discipline De-Staffing Plan

Extract Secondary MTO
for "Purchase"
Update 3D Update 3D
Piping
Models as Models as
Group Extract Piping Isometrics and perform Detailed Quality Control Check, Corrections, Model update pri
required required
Completed Isometrics are then Issued in accordance with Project Procedures.

Electrical
Prepare all Discipline Final Drawings for Issue.
Group

Develop Discipline De-Staffing Plan

Instrument
Prepare all Discipline Final Drawings for Issue.
Group

Develop Discipline De-Staffing Plan

Notes:

Page 7 of 10
 358047732.xls

gineering 7 PROJECT KICKOFF

Project Completion (Home Office)

CLIENT As work progresses, conduct periodic reviews as required

es for Progress, Budget, Schedule Continue reporting by Disciplines for Progress, Budget, Schedule
Project Produce
agement for Progress, Budget, Schedule Continue reporting to Company Management for Progress, Budget, Schedule Project Final
Mngmt.
for Progress, Budget, Schedule Continue reporting to Client for Progress, Budget, Schedule Eng. Job
Report for
En'g Mngmt Company &
Client

Process
Final Drawings for Issue.
Group

Follow Discipline De-Staffing Plan

Final Drawings forCivil

Issue.
Group

Follow Discipline De-Staffing Plan

Structural
Final Drawings for Issue.
Group All groups
prepare
Follow Discipline De-Staffing Plan Final Job
Report
covering
Mech.
Scope,
or Drawings and Data
Equip.
have been Issued.
Budget,
Group
Schedule,
Follow Discipline De-Staffing Plan Lessons
learned &
other
Vessels important
or Drawings and Data have been Issued. issues.
Group
Review with
Follow Discipline De-Staffing Plan Dep't Head
and turn in
After all Isometrics are issued download Final MTO and check for to Eng.
shortages and overages. Take action to buy the Shortages. In Mngr.
Piping conversation with Construction & the Client determine what action to
Group Model update prior to Issue. take on Overages.
Control Check, Corrections,
d in accordance with Project Procedures.
Develop & follow Discipline De-Staffing Plan

Electrical
Final Drawings for Issue.
Group

Follow Discipline De-Staffing Plan

Instrument
Final Drawings for Issue.
Group

Follow Discipline De-Staffing Plan

Notes:

Page 8 of 10
 358047732.xls

8 PROJECT KICKOFF
Fabrication & Delivery 9
CLIENT As work progresses, conduct periodic reviews as required

Continue reporting by Disciplines for Progress, Budget, Schedule

Project
Continue reporting to Company Management for Progress, Budget, Schedule
Mngmt.
Continue reporting to Client for Progress, Budget, Schedule

En'g Mngmt
Prepare Home Office (H. O.) Job Report

Process
When appropriate de-staff last personnel
Group

Prepare Discipline Final H. O. Job Report

Civil Group When appropriate de-staff last personnel

Prepare Discipline Final H. O. Job Report

Structural
When appropriate de-staff last personnel
Group

Prepare Discipline Final H. O. Job Report

All
Mech. personnel
Equip. released. When appropriate de-staff last personnel
Group Discipline
Leads
should be
available on
an 'As
Vessels Needed" When appropriate de-staff last personnel
Group basis for
questions.
Prepare Discipline Final H. O. Job Report

The Project may elect to assign a Piper to the Pipe Fabrication Shop(s) to monitor progress and resolve
Piping questions. The hours and costs should be included in the Project management budget.
Group
When appropriate de-staff last personnel
Prepare Discipline Final H. O. Job Report

Electrical
When appropriate de-staff last personnel
Group

Prepare Discipline Final H. O. Job Report

Instrument
When appropriate de-staff last personnel
Group

Prepare Discipline Final H. O. Job Report

Notes:

Page 9 of 10
 358047732.xls

PROJECT
Construction
KICKOFF 10
Finalize Start-up and
CLIENT As work progresses, conduct periodic reviews as required
Operator training
Weekly Construction Status, Progress, Budget, Schedule
Project Prepare for Care, Custody
Report Construction Status to Company Management
Mngmt. and Control turn-over
Report Construction Status to Client

En'g Mngmt When appropriate de-staff

Process
When appropriate de-staff supervision
Group

Civil Group When appropriate de-staff Supervision

Structural
When appropriate de-staff supervision
Group

Mech.
Equip. When appropriate de-staff Supervision
Group

Vessels
When appropriate de-staff supervision
Group

The Project may elect to assign a Piper to the Jobsite to resolve

Piping problems and answer questions.
Group
When appropriate de-staff supervision

Electrical
When appropriate de-staff supervision
Group

Instrument
When appropriate de-staff Supervision
Group

Notes:

Page 10 of 10