Professional Documents
Culture Documents
PMO Manager:
Document contributors:
Name Title email
Name Title email
Name Title email
Name Title email
Probate Party:
Name Title email
Date approved:
History
Release
Reason for release Detail
number
A Initial draft for review
B Second draft for review
C Final draft for review
0 Initial release
3.2.1: Corrected the spelling of “baef”
Changes to sections 3
1 3.3.4: Added reference to section 6.1
and 4
4.1: Changed the title of the header
References
1. Investment-Centric Project Management, Chapter 15
2. Web-Added-Value (WAV) download Unit Transformation Process (UTP)
3. Web-Added-Value (WAV) download Baseline Asset Execution Framework
4. Web-Added-Value (WAV) download Phase Execution Plan
5. Web-Added-Value (WAV) free download Direct Accountability
Executive summary
This document prescribes the mandatory mechanics and mechanisms to be employed
by all participants to the Project to obtain the convergence of technical, physical,
algorithmic and operational interface issues as they arise in the course of the project’s
development. This plan is prepared, approved and issued under the probate authority of
the PMO project manager, and shall be adopted uniformly by all parties contracted to
participate in the work.
Table of Contents
Section Page No.
Section 1 Introduction 5
1.1 Convergence of Execution 5
1.1.1 Role of Interface Management 5
1.1.2 Purpose of Interface Management 5
1.1.3 Scope of application 5
1.1.4 The Unit Transformation Process (UTP) 6
1.1.5 Role definitions 6
1.1.6 Definition of an issue-free junction 6
1.1.7 Limits on the scope 7
1.2 Interface issue resolution overview 7
1.2.1 Framework foundation 7
1.2.2 Accountability and Authority 9
1.2.3 Closure of interface issue 9
1.2.4 Software 9
Section 2 Organization 10
2.1 Interface Management Team 10
2.1.1 Line management 10
2.1.2 Technical Leadership 10
2.1.3 Responsibilities 11
Section 3 Interface controls 13
3.1 Control mechanics 13
3.1.1 Battery Limit Tables 13
3.1.2 Interface Register 15
3.1.3 Interface points 15
3.1.4 Interface agreements 16
3.1.5 Agreement Change Request (AC) 16
3.1.6 Requests for Information (RFI) 16
3.1.7 Notice of Change (NOC) Log 17
3.2 STATUS REPORTS 17
3.2.1 Reporting requirement 17
3.2.2 Interface point summary 17
3.2.3 Interface agreement status 17
3.2.4 Interface agreement summary 17
3.2.5 Early warning summary 18
3.2.6 RFI Summary 18
3.2.7 5NOC Log status 18
3.3 Coordination 18
3.3.1 Weekly coordination meeting 18
3.3.2 Monthly coordination meeting 18
List of Figures
Name Page No.
Figure 1 - Terminology of the UTP 6
Figure 2 – Project hierarchy 10
Section 1 Introduction
1.1 Convergence of Execution
1.1.1 Role of Interface Management
The importance of interface management is such that a project will fail from interface
management’s deficiencies. Interface management premises that errors will happen and
changes will be incurred. It has nothing to do with error prevention and change
mitigation. Instead, its purpose is to control the impact of a convergence issue, in order
to obviate surprises and unintended consequences.
Interface management shuns the blame game in favor of full disclosure for the ultimate
good of the Project.
etc.). In all cases, the success of the interface is achieved when all affected participants
agree on the form, fit and function of the junction, to the extent that it can be built and
operated in full compliance with the intended design.
Party (see article Error! Reference source not found.). Approval rests upon the
confirmation of compliance of the inputs and outputs to the constraints placed upon the
UTP, which are divided into four types: compliance, standards, criteria, and allocation.
1. Capture - As the name indicates, capture seeks to flag an issue as soon as it comes
to light, and document it in a controlled fashion. No issue is too small or too benign to be
allowed to fly under the radar. All issues are therefore subject to interface oversight.
They are so governed for reasons of state: the state of a non-convergence must be
understood in terms of its impact on the project. The capture process proceeds
throughout the life of an instance until it is resolved and closed. It also encompasses the
means of notification, the documentation generated, the trail of inputs and exchanges
leading to the resolution, and the quantified impact to the project as a whole.
3. Escalation - Interface issues are resolved on the principle of proximity: in other words,
those closest to the issue are best to solve it. Resolution mechanics are fundamentally a
bottom-up methodology. Issues that crop up at the lead level should be resolved at that
level, even when leads from different vendors are involved. When they cannot be solved
from within, they must be elevated to the next level, according to the project’s
accountability matrix. At each step, the interface team acts as responsible party for the
process, by coordinating and enabling the resolution mechanics until closure is
achieved. Within the project, the escalation buck stops with the PMO manager, who
must then validate the resolution with the framework lead. In a joint venture or corporate
partnership scenario, the framework lead assumes the final say on all interface
management issues.
5. Dissemination - This process occurs once the MoC process yielded an authorization
to implement a solution. The dissemination process aims at keeping all project partners
apprised of the decision rendered on a specific interface issue, regardless of any
partner’s distance from it. It bears repeating that interface management is not a witch
hunt to burn a partner at the bad design stake. The blame game, when required, must be
pursued by the PMO on the basis of confidentiality and respect for the presumed guilty
party (lest circumstances lead to bad blood and pervasive distrust). The dissemination
process must limit itself to documentation that focuses on the nature of the decision
taken. It can, however, reveal valuable lessons about the origins of the issue, which
become part of the project’s lessons learned.
1.2.4 Software
Transparency implies real-time access, which, in turn, implies software. For this project,
the following database application will be used: NAME REQUIRED.
Section 2 Organization
2.1 Interface Management Team
2.1.1 Line management
The Interface Management Team is a functional group reporting to the Execution Chief,
as shown in Figure 2 (in the box Interfaces). The team is led by the Interface Manager.
At the Framework Team level, the position of Interface Advisor exits to support all
Interface Managers active within the Framework’s portfolio of projects. The Interface
Manager may be assisted by a Records Technician in charge of datum entry and report
generation through the Interface Management Software (see 1.2.4). Each contractor
active on the project will assign a Partner Interface Coordinator (PIC) who will report
directly to the Interface Manager in interface management matters.
2.1.3 Responsibilities
2.1.3.1 Interface Advisor
The project Interface Advisor is a member of the Framework Team and assigned the
mandate of monitoring the state and progress of interface management issues arising
across all projects in the portfolio. The Advisor also assists the Interface Manager in
resolving interface matters that could not be solved at the PMO Project Manager level
.
2.1.3.2 Interface Manager
The Interface Manager is responsible for Interface Management on the project. Main
duties include:
Act as lead and primary Partner contact vis-à-vis interface coordination on the
project
Establish and maintain their respective interface document register (IDR) dates
for their interface documents to be provided to the IM
Coordinate the review and interdisciplinary squad checks of interface
documents within their respective PECs
Issue all interface documents to the Interface Manager
Flag and bringing to the attention of other interface coordinators any technical
deviations directly affecting U&O or any other area.
Establish and maintain their respective RFI logs
Control the efficient and timely flow of documentation and information in the
pursuit of interface point resolutions.
Maintain and control each Partner’s Battery Limit Tables.
2.1.3.4 Records Technician
This individual reports to the Interface Manager and works directly with the interface
management software. Duties will include:
Perform datum entries
Inter-process unit control and battery limit signals (to be shown on battery limit
P&IDs)
Common plant wide systems (other than process control) such as fire alarm,
security, vibration analysis, gas detection, etcetera
Remote instrument buildings (REBs)
Main automation contractor (MAC) interface for REB sizing, fibre optics plan,
loop templates design, etc.
IT interface for backbone LAN for communication, fire alarm
Business LAN, communication panels, fibre optic patch panels, interplant
software
3.1.1.4 Piping and layout BLT
The project site plan assigns a plot area to each specific process unit or facility. This
drawing is the primary document for coordination of plot space allocation. It is the
responsibility of each UEL to dimensionally define the actual area required and piping
locations within their allocated plot for the contractor’s scope of work. Individual plot
geometry is somewhat flexible and can be altered by the UEL. The BLT will include:
Plot plans
Site plans
Coordinate system
Piping interfaces (the area plot plans will define the location of the on-plot
battery limit isolation valves and the valve arrangement for all lines entering or
leaving the unit’s battery limits. These drawings shall be complete with:
Line numbers, size and piping class
Dimensions, elevations and coordinates, centreline elevations
Heat tracing requirements for all lines
Insulation requirements
Anchor locations ISBL, shoes.
Piping Specifications and Classes
3.1.1.5 Civil, Structural and Architectural BLT
CSA Battery Limits will include:
• Sewers
Underground piping
Grading and Paving
Page | 14 Interface Management Plan xxxx-001-0 Revision 0
INSERT INSERT
CORPORATE PROJECT TITLE
LOGO PROJECT NUMBER
Pipe way
Geo-technical
Blast study circle
Newly raised interface points are first documented on an Interface Point Form. Each
completed form describes the interface and its physical aspects. It also specifies the
parties that are responsible for, or have a vested interest in the interface.
Newly raised interface points will be added to the Interface Register to initiate the
resolution process. As much as possible, interface points will be grouped by Package,
allowing for enhanced searching and reporting.
No Interface Point can be closed until all activities related to it have been closed and
agreed via an interface agreement or a change request.
The owner of an interface point is responsible for shepherding its resolution until closure.
The owner of an interface point is the discipline lead who controls the input at the IBL
boundary.
3.3 Coordination
3.3.1 Weekly coordination meeting
This meeting will serve as the principal venue for the IM and the PIC to exchange
information, update status of deliverables and identify any potential conflicts or problems.
This meeting is not intended to resolve issues and conflicts. Resolution shall be
achieved in smaller working groups involving only personnel necessary to derive the
desired outcome. The weekly meeting will be chaired by the Interface Manager and will
cover:
Reviewing open items on the NOC log
Update the Interface Register’s delivery schedule for interface documents
Discuss any other issues unit interface coordinators would like to raise
Develop or clarify any interface procedures
Risk review and mitigation
Pending changes.