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

335195358.xls

PROJECT KICKOFF
CLIENT
Project
Mngmt.

En'g Mngmt

Client and Company PM

jointly set time, place and
agenda for Kickoff meeting

Arrange for
project
number and
space, office
& computers

Eng. Mngr
selected

Process
Group

Process
Lead
Assigned

Civil Group

Civil Lead
Assigned

Structural
Group

Struct. Lead
Assigned

Mech.
Equip.
Group

Mech. Eqp.
Lead
Assigned

Vessels
Group

Vessels
Lead
Assigned

Piping
Group

Piping Lead
Assigned

Electrical
Group

Elect. Lead
Assigned

Instrument
Group

Instru. Lead
Assigned

Establish commu

Process Engineering rece

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

Joint Kickoff meeting with

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

Notes:

Page 2 of 10

335195358.xls

Preliminary
PROJECT
Engineering
KICKOFF

Prelimina

Approves
PFDs

CLIENT
Project
Mngmt.

En'g MngmtEstablish communication methods and channels for all project personnel and purposes
Establish Project Reporting methods and Timing.
Process Engineering receives all
relevant
Process process data from the Client
and
Group
after a period of study starts PFDs
(Process Flow Diagrams)

Civil Group

Structural
Group

Mech.
Equip.
Group

Vessels
Group

Develops
Mat'l Summ.
And Line &
Flow data

Process initiates
development of P&IDs
(Piping and Instrument
Diagrams)

Civil & Structural start

Property Survey and
Geotechnical study to
determine issues such as
Soil conditions to Storm
water drainage and
disposal

Completes and issue the

results of the Site Survey
to all project disciplines.

Mechanical Equip. starts

Project Equipment list with
data on type and size

With input form the Client & all discipl

Establish Documen

Company (in-house) P&ID

Reviews attended by all
disciplines

Work with
Piping on
Plot Plan
developm't
issues
Work with
Piping on
Plot Plan
developm't
issues

Pumps
Exchangers
Heaters
Compressors
Other

Work with
Piping on
Plot Plan
developm't
issues

Vessels initiates
preliminary Vessel and
Tank drawings with sizes
and Nozzle schedule

Work with
Piping on
Plot Plan
developm't
issues
Piping design starts Plot Plan Study

Piping
Group

Piping Mat'l
Eng (PME)
starts Line
Class Specs

PME starts Prelim. Line List

Piping Eng. Lead starts Scope Planning

Electrical
Group

Electrical starts Motor List,

and other activities relating
to Power, Lighting &
Communications

Work with
Piping on
Plot Plan
developm't
issues
Instruments starts Instru.
List, and other activities
relating to Cable Tray runs
& local control panels

Instrument
Group

Notes:

Page 3 of 10

335195358.xls

Preliminary Engineering
PROJECT KICKOFF

Approves
P&IDs

CLIENT

Scope, Estimate & S

Approves
Plot Plan

Review and
App. SOW

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

Company (in-house) P&ID

Process
Reviews attended by all
Group
disciplines

P&IDS
Issue P&IDs Review Plot
updated for to Client For Plan Return
In-house
Approval
Comments
comments
(IFA)
to Piping

Resolve all
Client
comments,
update
P&IDs

Issue P&IDs
Approved
for Design
(AFD)

Develop Specifications for: Roads,

Ditches, Berms, Storm Drains, Paving,
etc.

Review Plot
Plan Return
Comments
to Piping

Structural
Group

Develop Specifications for Structures

(steel/Conc.) Anchor Bolts, Ladders,
Platforms, etc.

Review Plot
Plan Return
Comments
to Piping

Mech.
Equip.
Group

Develop Specifications & Data Sheets

for all known equip.

Review Plot
Plan Return
Comments
to Piping

Prepare and Issue

Request for Quote (RFQ)
for all Equip.

Vessels
Group

Develop Specifications & Data Sheets

for all known Tanks & Vessels.

Review Plot
Plan Return
Comments
to Piping

Prepare and Issue

Request for Quote (RFQ)
for all Vessels & Tanks

Civil Group

Piping design starts Plot Plan Study

PME starts Prelim. Line List
Piping
Group
Piping Eng. Lead starts Scope Planning

Electrical
Group

Instrument
Group

Develop all
Utility
distribution
Diagrams

Perform
MTO of all
Bulk Civil
Items

Issue
Resolve all
Receive IFA
Prelim. Plot
in-house
P&IDs and
Plan for InPlot Plan
update Plot
house
comments &
Plan
review
update

Each entity or Group drafts

a Scope Of Work (SOW)
for his/her Discipline. The
SOW shall consist of 4
Perform
sections; Scope of
MTO of all
Facilities (SOF), Scope Of Bulk Struct.
Services (SOS), A
Items
Schedule of Deliverables
and a List of Assumptions
Receive &
and Exceptions. This
distribute
Document should be
vendor
reviewed and approved
quote eqp.
first by the individual
Dwgs
Discipline Department
Head and then the Project
Engineering Manager and Receive &
the Project Management.
distribute
The Project Manager may
vendor
use all or part to develop quote Vess.
the formal Project SOW for
Dwgs
submittal to the Client.

Issue Plot
Plan to
Client for
Approval

Perform 1st
MTO of all
Bulk Piping
for RFQ &
Est.

Develop Specifications & Data Sheets

for all known equip.

Review Plot
Plan Return
Comments
to Piping

Prepare and Issue

Request for Quote (RFQ)
for all Elect. Equip.

Perform
MTO of all
Bulk Elect.
Items

Work with
Piping on
Plot Plan
developm't
issues

Review Plot
Plan Return
Comments
to Piping

Develop Spec & Data Sht

for all known Instru.

Perform
MTO of all
Bulk Instru.
Items

Notes:

Page 4 of 10

335195358.xls

Scope, Estimate & Schedule

PROJECT KICKOFF
CLIENT

Review and
App. Est.

App. Project
Go Ahead

Initiate reporting by Disciplines fo

Initiate reporting to Company Managem
Initiate reporting to Client for P
Manage and Control Engineering and
Establish Controls and Manage Client Change Orders affec
Manage and Control Receiving, Routing and Return of V

Formalize and submit

Project Scope, Estimate,
Schedule to Client

Project
Mngmt.

En'g Mngmt

Process
Group

Civil Group

Structural
Group

Mech.
Equip.
Group

Vessels
Group

Piping
Group

Detailed Engineering and Desig

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

Based on Approved Plot Plan develop

Site Prep drawings for issue to
Construction. Include Primary Roads,
site fence and other as Req'd

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

Electrical
Group

Input Req'd
Data for
Computer
Design

Develop underground cable routing/Duct Banks. Coordinate all underg

and Instruments. Coordinate all work with the

Instrument
Group

Input Req'd
Data for
Computer
Design

Develop individual Instrument connection Details, Loop Detail Drawi

Coordinate all work with Piping and the De

Notes:

Page 5 of 10

335195358.xls

etailed Engineering and Design

PROJECT KICKOFF
5

Detailed Engineering and Design

Review/app
vessels

CLIENT

As work progresses, conduct periodic reviews as required

Initiate reporting by Disciplines for Progress, Budget, Schedule

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

Continue reporting by Disciplines for Progress, Budget, Schedule

Continue reporting to Company Management for Progress, Budget, Schedule
Continue reporting to Client for Progress, Budget, Schedule

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.
Group

Engineering and Design Development as required.

Mech.
ntinue processing Vendor
Equip.Drawings and Data as they come in.
Group

Vessels
Design Development as required.
Group

Piping
Group

Joint Vess.
Orient.
Review w/
Process &
Vessels

Engineering and Design Development as required.

Update all vessel Drawings and send

finals to vessel vendor Approved for
Fabrication.

Engineering and Design Development as required.

Initiate detailed design of all piping areas

complete with Structures, Pumps,
Exchangers, Compressors, Heaters,
Pipe Racks and Piping.

Continue detailed design of all piping areas complete

with Structures, Pumps, Exchangers, Compressors,
Heaters, Pipe Racks and Piping.

ble routing/Duct Banks.

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

Engineering and Design Development as required.

trument connection
Instrument
Details, Loop Detail Drawings & Cable Tray sizes and routing.
Coordinate all work
Group
with Piping and the Design Model

Engineering and Design Development as required.

Notes:

Page 6 of 10

Hold inhouse
reviews as
indiv'l areas
are compl't.

335195358.xls

ngineering and Design

PROJECT
KICKOFF
6

ct periodic reviews CLIENT

as required

Production Engineering

As work progresses, conduct periodic reviews as required

es for Progress, Budget, Schedule

Project
agement for Progress, Budget, Schedule
Mngmt.
for Progress, Budget, Schedule

Continue reporting by Disciplines for Progress, Budget, Schedule

Continue reporting to Company Management for Progress, Budget, Schedule
Continue reporting to Client for Progress, Budget, Schedule

En'g Mngmt

Process
Group

Prepare all Discipline Final Drawings for Issue.

Develop Discipline De-Staffing Plan

Civil Group

Prepare all Discipline Final Drawings for Issue.

Develop Discipline De-Staffing Plan

Structural
Group

Prepare all Discipline Final Drawings for Issue.

Hold Client
Model
Review

Mech.
Equip.
Group

Develop Discipline De-Staffing Plan

Insure that All In-house and All Vendor Drawings and Data have been Issued.
Develop Discipline De-Staffing Plan

Vessels
Group

Insure that All In-house and All Vendor Drawings and Data have been Issued.
Develop Discipline De-Staffing Plan

Piping
Group

Update 3D
Models as
required

Extract Secondary MTO

for "Purchase"

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

Electrical
Group

Prepare all Discipline Final Drawings for Issue.

Develop Discipline De-Staffing Plan

Instrument
Group

Prepare all Discipline Final Drawings for Issue.

Develop Discipline De-Staffing Plan

Notes:

Page 7 of 10

335195358.xls

gineering
CLIENT

es for Progress, Budget, Schedule

Project
agement for Progress, Budget, Schedule
Mngmt.
for Progress, Budget, Schedule

PROJECT KICKOFF
Project Completion (Home Office)
As work progresses, conduct periodic reviews as required
Continue reporting by Disciplines for Progress, Budget, Schedule
Continue reporting to Company Management for Progress, Budget, Schedule
Continue reporting to Client for Progress, Budget, Schedule

En'g Mngmt

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
Follow Discipline De-Staffing Plan

Mech.
or Drawings and Data
Equip.
have been Issued.
Group
Follow Discipline De-Staffing Plan

Vessels
or Drawings and Data have been Issued.
Group
Follow Discipline De-Staffing Plan

After all Isometrics are issued download Final MTO and check for
shortages and overages. Take action to buy the Shortages. In
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

All groups
prepare
Final Job
Report
covering
Scope,
Budget,
Schedule,
Lessons
learned &
other
important
issues.
Review with
Dep't Head
and turn in
to Eng.
Mngr.

Produce
Project Final
Eng. Job
Report for
Company &
Client

335195358.xls

PROJECT KICKOFF
Fabrication & Delivery

CLIENT

As work progresses, conduct periodic reviews as required

Project
Mngmt.

Continue reporting by Disciplines for Progress, Budget, Schedule

Continue reporting to Company Management for Progress, Budget, Schedule
Continue reporting to Client for Progress, Budget, Schedule

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

Process
Group

When appropriate de-staff last personnel

Prepare Discipline Final H. O. Job Report

Civil Group

When appropriate de-staff last personnel

Prepare Discipline Final H. O. Job Report

Structural
Group

When appropriate de-staff last personnel

Prepare Discipline Final H. O. Job Report

Mech.
Equip.
Group

Vessels
Group

Piping
Group

All
personnel
released.
Discipline
Leads
should be
available on
an 'As
Needed"
basis for
questions.

When appropriate de-staff last personnel

When appropriate de-staff last personnel

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
questions. The hours and costs should be included in the Project management budget.
When appropriate de-staff last personnel
Prepare Discipline Final H. O. Job Report

Electrical
Group

When appropriate de-staff last personnel

Prepare Discipline Final H. O. Job Report

Instrument
Group

When appropriate de-staff last personnel

Prepare Discipline Final H. O. Job Report

Notes:

Page 9 of 10

335195358.xls

PROJECT
Construction
KICKOFF

10

CLIENT

As work progresses, conduct periodic reviews as required

Finalize Start-up and

Operator training

Project
Mngmt.

Weekly Construction Status, Progress, Budget, Schedule

Report Construction Status to Company Management
Report Construction Status to Client

Prepare for Care, Custody

and Control turn-over

En'g Mngmt

Process
Group

Civil Group

Structural
Group

Mech.
Equip.
Group

Vessels
Group

Piping
Group

Electrical
Group

Instrument
Group

When appropriate de-staff

When appropriate de-staff supervision

When appropriate de-staff Supervision

When appropriate de-staff supervision

When appropriate de-staff Supervision

When appropriate de-staff supervision

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

problems and answer questions.
When appropriate de-staff supervision

When appropriate de-staff supervision

When appropriate de-staff Supervision

Notes:

Page 10 of 10