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User Advisory - This Excel Worksheet or Workbook "Tool" is locked and password protected. The user may only enter date in the "yellow" cells. Other cells on this "Tool" includes locked "cells" that contain complex math formulas. Care should be taken to learn where these cells are and if the streadsheet is ever unlocked that the cells with the formulas are not disturbed. Disturbing or altering these cells may render the "Tool" unable to function properly. Instruction # 1

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password protected. The user may ked "cells" that contain complex math treadsheet is ever unlocked that the may render the "Tool" unable to

108354182.xls.ms_office

PROJECT KICKOFF
CLIENT Client and Company PM jointly set time, place and Project Mngmt. agenda for Kickoff meeting

En'g Mngmt Process Civil Structural Mech Equip Vessels Electrical Instruments

Engr Mngr Selected

Arrange for project number and space, office & computers

Joint Company and Client Project Kick-Off meetings

Discipline Leads assigned

Piping Material Engineering

Piping Design Group

Piping Material Control

Pipe Stress Engineering

Piping Engineering Lead (PEL)

Piping Lead Attend all project meetings and collect all project data relevant to Piping assigned

Piping Lead meets with Piping Department Manager to address Preliminary Staff assignments

Milestones

Total Project joint kick-off meeting

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108354182.xls.ms_office

PROJECT KICKOFF Preliminary Engineering


CLIENT

Project Mngmt.

En'g Mngmt Process Civil Structural Mech Equip Vessels Electrical Instruments Piping Line Class Specs Piping Material Engineering PME assigned (Latest) PFD & Line Data available

Piping Design Group

Piping Design Supervisor assigned (latest)

Piping Material Control

Pipe Stress Engineering

Piping Engineering Lead (PEL)

Determine availability of Group Leads

Input to overall Project Execution Plan Input to project Document Distribution Matrix

Start job planning and Instructions Attend all Meetings, Visit Jobsite, Collect Client Specs and keep Piping Manager informed

Milestones

PFDs and some Design data available

Process initiates work on P&IDs

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108354182.xls.ms_office

PROJECT KICKOFF Preliminary Engineering


CLIENT

Project Mngmt.

En'g Mngmt Process Civil Structural Mech Equip Vessels Electrical Instruments Piping Line Class Specs Piping Material Engineering P&IDs IFA P&IDs IFD

P&ID Reviews Line Number and "Spec" P&IDs Initiate Line List Develop Plot Plan Plot Plan Issued for Inhouse review Resolve comments

Piping Design Group

Develop Piping Design and Layout Specification Develop Piping Standard Details P&ID Reviews Piping Material Control Supvr assigned (not Staffed)

Plot Plan IFA

Piping Material Control

P&ID Reviews PMC Supervisor available as required

All PMC Staffed

Pipe Stress Engineering

Lead Pipe Stress Eng assigned & avail as required

P&ID Reviews PSE Supervisor available as required P&ID Reviews

Piping Engineering Lead (PEL) Monitor, Control and Report

Milestones

In-house P&ID Review

P&IDs IFA

P&IDs IFD

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108354182.xls.ms_office

PROJECT KICKOFFSchedule Scope, Estimate &


CLIENT

Project Mngmt.

En'g Mngmt Process Civil Structural Mech Equip Vessels Electrical Instruments Ln. Cl. Specs Complete Prepare other Specs (Insulation, Paint, Hydrotest, etc) Piping Material Engineering Prepare "Specialty" Item List and Specifications Scope of Work, Labor Hour Estimate & input to Piping Control Level Schedule Build 3D Data Base for Model Update Line List for Utility 1 st Vendor Drawings Util P&IDs

Piping Design Group Scope of Work, Labor Hour Estimate & input to Piping Control Level Schedule

Preliminary MTO by sketch and other methods as appropriate Create 3D Model Partitions

Perform "Valve" MTO as P&IDs become available Piping Material Control Scope of Work, Labor Hour Estimate & input to Piping Control Level Schedule Prepare Shop Tonnage Estimate

Pipe Stress Engineering Scope of Work, Labor Hour Estimate & input to Piping Control Level Schedule Review and finalize Shop Fab Spec. Piping Engineering Lead (PEL) Develop SOW Review w/ Review w/ Piping Mngr Project Mngr Develop Pipe Fab Shop Bidders List Review w/ Review w/ Piping & Proj Project Mngr Mngr

Develop Estimate

Monitor, Control and Report

Milestones

1 st Vendor Drawings Util P&IDs

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108354182.xls.ms_office

Detailed Engineering and Design PROJECT KICKOFF


CLIENT

Project Mngmt.

En'g Mngmt Process Civil Structural Mech Equip Vessels Electrical Instruments Vess Orient Review

Piping Material Engineering

Build Commodity Code Catalog

Detailed Vessel Orientation Piping Design Group

Vessel Orientation Review

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 Lead (PEL) Review w/ Review w/ Piping Mngr Project Mngr Monitor, Control and Report

Develop Control Level Schedule

Milestones

Vess Orientation Review

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108354182.xls.ms_office

Detailed Engineering and Design PROJECT KICKOFF


CLIENT

Project Mngmt.

En'g Mngmt Process Civil Structural Mech Equip Vessels Electrical Instruments

Piping Material Engineering

De-staff PME Staff as needed

Piping Design Group

Detail Piping Layout all Areas

In-house Model Review

Update as Required

Client Model Review

Update as required

Pipe Mat'l Bids Due Piping Material Control Download all Piping Material

Pipe Stress Engineering

Support Piping Layout as required

Finalize all Stress related Engineered Items (Spring Hangers, Expansion Joints, etc.)

Shop Fab Bids Due Piping Engineering Lead (PEL) Monitor, Control and Report

Milestones

Field Move In

Model Review

Client Model Review

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108354182.xls.ms_office

PROJECT KICKOFF Production Engineering


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

Piping Design Group

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

Piping Material Control

Update quantities, Prepare and issue all Purchase Orders

Prepare Bill of Material (BOM) for Isometrics as Issued

Pipe Stress Engineering

Issue all Purchase Orders for Stress related Engineered Items

Support Isometric Checking and Issue as required

Finalize Pipe Fab Shop Purchase Order Piping Engineering Lead (PEL) Monitor, Control and Report

Milestones

1st Iso to Shop

1 st Spools ship to Site

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108354182.xls.ms_office

Project Completion (Home Office) PROJECT KICKOFF


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

Piping Design Group

Check, Correct and Issue all Isometrics

De-staff nonessential staff

MTO Final Isometrics Piping Material Control Prepare Bill of Material (BOM) for Isometrics as Issued

Update final material quantities and Check for Shortages

Pipe Stress Engineering

Support Isometric Checking and Issue as required Prepare input to Piping Final Job Report Issue Final Iso to Shop Fab

De-staff Pipe Stress Staff

Piping Engineering Lead (PEL) Monitor, Control and Report

Milestones

Last Iso to Shop

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108354182.xls.ms_office

PROJECT KICKOFF Fabrication & Delivery


CLIENT

Project Mngmt.

En'g Mngmt Process Civil Structural Mech Equip Vessels Electrical Instruments

Piping Material Engineering Lead Piping Material Engineer available as required

De-staff PME Lead

Piping Design Group

Field follow-up as required

De-staff last PDG Staff and Supervisor

Prepare input to Piping Final Job Report

Piping Material Control

Evaluate Shortages and Issue Supplements as required. Prepare input to Piping Final Job Report

De-staff all PMC staff except Supervisor

Process Final Supplement data

Pipe Stress Engineering

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

Milestones

Last Spools fm Shop

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108354182.xls.ms_office

PROJECT KICKOFF Construction


CLIENT

10

Project Mngmt.

En'g Mngmt Process Civil Structural Mech Equip Vessels Electrical Instruments

Piping Material Engineering

Piping Design Group

Piping Material Control

Collect Data on all surplus Piping material and with Client resolve "Keep or Return" guidelines De-staff PMC Supervisor

Pipe Stress Engineering

Piping Engineering Lead (PEL) Monitor, Control and Report

De-staff Piping Engineering Lead

Milestones

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108354182.xls.ms_office

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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