Title

User Advisory - This Excel Worksheet or Workbook "Tool" is locked and password protected. The user may
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Instruction # 1

Instruction # 2

Instruction # 3

Instruction # 4

Instruction # 5

Instruction # 6

Instruction # 7

Instruction # 8

Instruction # 9

Instruction # 10

Instruction # 11

Instruction # 12

Instruction # 13
otected. The user may
at contain complex math
ever unlocked that the
the "Tool" unable to
 413812055.xls

PROJECT KICKOFF 1
CLIENT
Client and Company PM
jointly set time, place and
Project Mngmt. agenda for Kickoff meeting Arrange for
project
number and
space, office
Engr Mngr & computers
En'g Mngmt
Selected Joint Company and Client
Project Kick-Off meetings
Process
Civil
Structural Discipline
Mech Equip Leads
Vessels assigned

Electrical
Instruments

Piping
Material
Engineering

Piping Design
Group

Piping
Material
Control

Pipe Stress
Engineering

Piping Lead meets with

Piping Piping Department
Piping Lead Attend all project meetings and collect all
Engineering Manager to address
assigned project data relevant to Piping
Lead (PEL) Preliminary Staff
assignments

Page 3 of 23
 413812055.xls

PROJECT
Preliminary
KICKOFF
Engineering 2
CLIENT

Project Mngmt.

En'g Mngmt

Process PFD & Line Data available

Civil
Structural
Mech Equip
Vessels
Electrical
Instruments

Piping Line Class Specs

Piping PME
Material assigned
Engineering (Latest)

Piping
Design
Piping Design
Supervisor
Group
assigned
(latest)

Piping
Material
Control

Pipe Stress
Engineering

Determine
availability of
Piping Group Input to overall Project Execution Plan
Engineering Leads
Lead (PEL) Input to project Document Distribution Matrix
Start job planning and Instructions
Attend all Meetings, Visit Jobsite, Collect Client Specs and keep Piping Manager informed

Page 4 of 23
 413812055.xls

PROJECT
Preliminary
KICKOFF
Engineering 3
CLIENT

Project Mngmt.

En'g Mngmt

Process P&IDs IFA P&IDs IFD

Civil
Structural
Mech Equip
Vessels
Electrical
Instruments

Piping Line Class Specs

Piping
Material P&ID Reviews
Engineering
Line Number and "Spec" P&IDs
Initiate Line List

Develop Plot Plan Plot Plan

Issued for Resolve
Plot Plan IFA
Piping Design Develop Piping Design and Layout Specification In-house comments
Group review
Develop Piping Standard Details

P&ID Reviews

Piping
Material
Piping
Control All PMC
Material
Supvr Staffed
Control P&ID Reviews
assigned
(not Staffed)
PMC Supervisor available as required

Lead Pipe
Stress Eng
Pipe Stress
assigned &
Engineering
avail as P&ID Reviews
required
PSE Supervisor available as required

P&ID Reviews

Piping
Engineering
Lead (PEL)

Monitor, Control and Report

Page 5 of 23
 413812055.xls

PROJECT
Scope, Estimate
KICKOFF& Schedule 4
CLIENT

Project Mngmt.

En'g Mngmt

Process Util P&IDs

Civil
Structural
Mech Equip 1 st Vendor Drawings
Vessels
Electrical
Instruments

Ln. Cl. Specs Complete

Prepare other Specs (Insulation, Paint, Hydrotest, etc)
Piping
Material Prepare "Specialty" Item List and Specifications
Engineering
Scope of Work, Labor Hour Estimate & Build 3D Data Base for Model
input to Piping Control Level Schedule Update Line List for Utility

Piping Design Preliminary MTO by sketch and other

Group methods as appropriate

Scope of Work, Labor Hour Estimate &

input to Piping Control Level Schedule Create 3D Model Partitions

Perform "Valve" MTO as P&IDs become available

Piping
Prepare Shop Tonnage
Material
Estimate
Control
Scope of Work, Labor Hour Estimate &
input to Piping Control Level Schedule

Pipe Stress
Engineering

Scope of Work, Labor Hour Estimate &

input to Piping Control Level Schedule

Review and finalize Shop Fab Spec. Develop Pipe Fab Shop Bidders List

Piping
Engineering Review w/
Review w/ Review w/ Review w/
Lead (PEL) Piping &
Piping Mngr Project Mngr Project Mngr
Develop SOW Develop Estimate Proj Mngr

Monitor, Control and Report

Page 6 of 23
 413812055.xls

Detailed
PROJECT Engineering
KICKOFF and Design 5
CLIENT

Project Mngmt.

En'g Mngmt

Process
Civil
Structural
Mech Equip
Vessels Vess Orient Review
Electrical
Instruments

Piping
Material Build Commodity Code Catalog
Engineering

Detailed Vessel Orientation Vessel Orientation Review

Piping Design
Group Detailed Piping Layout all Areas

Prepare RFQ for all Piping material

Piping
Material
Control

Pipe Stress
Engineering

Initiate Pipe Fab Shop Request For Quote

Piping
Engineering Review w/ Review w/
Lead (PEL) Develop Control Level Piping Mngr Project Mngr
Schedule
Monitor, Control and Report

Page 7 of 23
 413812055.xls

Detailed
PROJECT Engineering
KICKOFF and Design 6
CLIENT

Project Mngmt.

En'g Mngmt

Process
Civil
Structural
Mech Equip
Vessels
Electrical
Instruments

Piping De-staff
Material PME Staff
Engineering as needed

In-house Update as
Piping Design Update as Client Model required
Model
Group Detail Piping Layout all Areas Required Review
Review

Pipe Mat'l Bids Due

Download all
Piping Piping
Material Material
Control

Finalize all Stress related

Pipe Stress Engineered Items (Spring
Support Piping Layout as required
Engineering Hangers, Expansion
Joints, etc.)

Shop Fab Bids Due

Piping
Engineering
Lead (PEL)

Monitor, Control and Report

Page 8 of 23
 413812055.xls

PROJECT
Production
KICKOFF
Engineering 7
CLIENT

Project Mngmt.

En'g Mngmt

Process
Civil
Structural
Mech Equip
Vessels
Electrical
Instruments

Piping
Material
Engineering
Answer questions as required during Iso Check and Issue
Lead Piping Material Engineer available as required

Extract all Isometrics, Check, make corrections as required. Initiate QA/QC Check of all Critical Lines in
Piping Design accordance with approved project plan.
Group
Process "Heat Tracing" Isometrics as required.

Piping Update quantities, Prepare and issue all

Material Purchase Orders Prepare Bill of Material (BOM) for Isometrics as Issued
Control

Issue all Purchase Orders

Pipe Stress
for Stress related Support Isometric Checking and Issue as required
Engineering
Engineered Items

Finalize Pipe Fab Shop Purchase Order

Piping
Engineering
Lead (PEL)

Monitor, Control and Report

Page 9 of 23
 413812055.xls

Project
PROJECTCompletion
KICKOFF (Home Office) 8
CLIENT

Project Mngmt.

En'g Mngmt

Process
Civil
Structural
Mech Equip
Vessels
Electrical
Instruments

Piping
Material
Engineering Prepare input to Piping
Final Job Report
Lead Piping Material Engineer available as required

De-staff
Piping Design non-
Check, Correct and Issue all Isometrics
Group essential
staff

MTO Final
Isometrics Update final
material
Piping
quantities
Material Prepare Bill of Material (BOM) for Isometrics as Issued
and Check
Control
for
Shortages

Pipe Stress De-staff Pipe

Support Isometric Checking and Issue as required
Engineering Stress Staff

Prepare input to Piping

Final Job Report

Issue Final
Iso to Shop
Piping
Fab
Engineering
Lead (PEL)

Monitor, Control and Report

Page 10 of 23
 413812055.xls

PROJECT
Fabrication
KICKOFF
& Delivery 9
CLIENT

Project Mngmt.

En'g Mngmt

Process
Civil
Structural
Mech Equip
Vessels
Electrical
Instruments

Piping
Material
Engineering
De-staff
PME Lead
Lead Piping Material Engineer available as required

De-staff last
Piping Design PDG Staff
Field follow-up as required
Group and
Supervisor

Prepare input to Piping Final Job Report

De-staff all
Piping
Evaluate Shortages and Issue Supplements as PMC staff
Material Process Final Supplement data
required. except
Control
Supervisor

Prepare input to Piping Final Job Report

Pipe Stress
Engineering

Piping
Engineering
Lead (PEL)
Prepare Piping Home Office Final Job Report
Monitor, Control and Report

Page 11 of 23
 413812055.xls

PROJECT
Construction
KICKOFF 10
CLIENT

Project Mngmt.

En'g Mngmt

Process
Civil
Structural
Mech Equip
Vessels
Electrical
Instruments

Piping
Material
Engineering

Piping Design
Group

Piping
Collect Data on all surplus Piping material and with Client resolve
Material
"Keep or Return" guidelines
Control

De-staff PMC Supervisor

Pipe Stress
Engineering

De-staff
Piping
Piping
Engineering
Engineering
Lead (PEL)
Lead

Monitor, Control and Report

Page 12 of 23
 413812055.xls

Total Project joint kick-off

Milestones
meeting

Page 13 of 23
 413812055.xls

PFDs and some Design Process initiates work on

Milestones
data available P&IDs

Page 14 of 23
 413812055.xls

In-house P&ID Review

Milestones P&IDs IFA P&IDs IFD

Page 15 of 23
 413812055.xls

1 st Vendor Drawings
Milestones
Util P&IDs

Page 16 of 23
 413812055.xls

Milestones
Vess Orientation Review

Page 17 of 23
 413812055.xls

Field Move Model Client Model

Milestones
In Review Review

Page 18 of 23
 413812055.xls

1st Iso to 1 st Spools

Milestones
Shop ship to Site

Page 19 of 23
 413812055.xls

Last Iso to
Milestones
Shop

Page 20 of 23
 413812055.xls

Last Spools
Milestones
fm Shop

Page 21 of 23
 413812055.xls

Milestones

Page 22 of 23
 413812055.xls

Piping Training - Part - 6

Process Plant Project Secquence Chart, Piping
Notes:

This Piping, Process Plant Project Sequence "Chart" is a broad generalization of the major
project activities by the different Piping 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 Piping Engineering and Design sub-groups 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.

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