Professional Documents
Culture Documents
https://doi.org/10.1007/s40996-023-01040-x
RESEARCH PAPER
Abstract
The construction projects require the analysis and application of modern management knowledge to identify the design and
construction process. Construction projects have a set of goals and constraints that are a predetermined framework of technol-
ogy, arrangements, and organizational processes. In this study, a combination framework has been developed based on the
engineering, procurement, and construction (EPC) approach and whole process engineering consulting (WPEC) mode. The
effect of the proposed model has been evaluated on construction project management at Quzhou Central Hospital Project,
located in Quzhou city, China. This paper aims to the introduction of relevant theories, combined with the case analysis of
the advantages and disadvantages of the construction project management using the EPC + WPEC. Through the introduction
and analysis of the whole process engineering consulting service, the results showed that EPC projects are more suitable
for WPEC mode, and the full combination of advanced contracting mode and project management mode is of practical
significance to improve the comprehensive benefits of the project.
Keywords Whole process · EPC contracting · Integrated management · Engineering consulting service
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Iranian Journal of Science and Technology, Transactions of Civil Engineering
multi-objective billiards-inspired optimization algorithm in engineering, procurement, and construction projects. This
three constrained construction project management prob- framework could help to develop effective strategies for
lems including construction site layout planning, building motivating and supporting interface management behaviors.
materials design, and project scheduling.
Engineering-Procurement-Construction (EPC) approach 1.1 The Whole Process of Engineering Consultation
has become commonly adopted in international construction
markets, in which contractors bear enormous risks (Wang A whole process, the definition of the whole process of engi-
et al. 2016a). EPC general contracting can carry out overall neering consulting enterprise refers to the whole process of
planning and coordination of the whole project, which can consultation or a consortium to participate in the whole life
effectively deal with the connection of the project, reduce cycle of projects, and in different stages (decision-making
the intermediate process of procurement and construction, stage, implementation stage, and operational phase) for
and successfully deal with the conflict between practicality, owner side provide a wide range of consulting and services
technology and security in the project, which is widely used (e.g., investment consulting, survey, design, supervision,
in practical projects (Kabirifar and Mojtahedi 2019; Li 2019; procuratorial, and operational cost) (Pang et al. 2003; Zhao
Zhao 2021). Due to the scale and complexity of the EPC and Lei 2019). In order to improve the project efficiency
project, the characteristics of the pieces of our traditional and quality as the goal, the project planning and design, so
type, separate consultation mode and grueling test project that the comprehensive benefit of the project to achieve the
management model is put forward to adapt to the devel- optimal (Yan 2020; Fang 2021).
opment of the construction engineering consulting market The whole process of engineering consulting through
demand, adopt the whole process of engineering consulting the integration of independent consulting and services to
has become an inevitable trend, and also received the gov- carry out a full range of project management, throughout
ernment's strong support and promotion. the whole life cycle of the project, the early, middle and late
Yan et al. (2014) introduced the development of the gen- stages of the project continue to provide services throughout
eral contracting management of an EPC project in China. the whole process; With the integration of independent con-
Realization of standardization, elaboration and informati- sulting enterprises, through the formation of a consortium
zation management were probed in conjunction with prac- and other methods of bidding agency, design, supervision,
tical management experiences to achieve quality and effi- cost and other individual enterprises integration; With a
cient management of the EPC project. Zhang and Xi (2018) variety of organizational patterns, partial integration or full
evaluated the cooperation between different functional integration can be used to adapt to the multi-scheme of dif-
departments to success among all phase by the relation- ferent projects (Yang 2021; Song 2021).
ship between ethical climate in EPC project’s general con- In the traditional construction mode, the application of
tractor and cooperation within its different branches. Shen each specialty in the project is carried out independently
et al. (2018) emerged an interface management to reduce and separately (Fig. 1). There is atable lack of communica-
interface-related issues and risks by facilitating communica- tion among the specialties, which leads to great manage-
tion and coordination among diverse parties, particularly in ment pressure from the owner and low efficiency of project
Fig. 1 Comparison between
whole process engineering
consultation and traditional
construction mode
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Iranian Journal of Science and Technology, Transactions of Civil Engineering
management. However, the whole process engineering (4) The owner can be liberated from specific affairs. The
consulting mode integrates each specialty and relies on its owner should give the general contractor certain auton-
specialty in management, technology, economy and other omy of work, and should not interfere with its work
aspects. At the same time, it has significant advantages in content excessively. The EPC general contractor is
controlling project investment cost, meeting quality require- allowed to subcontract some specialties in the contract
ments, managing schedule requirements and controlling approved or signed by the owner, sign the subcontract,
safety risks. direct and manage the subcontractor, and bear joint and
several liabilities for its behavior. In addition, the EPC
general contractor shall organize and manage the sub-
1.2 Overview of EPC Model contractors designated by the owner.
EPC mode is a mode of project general contracting, involv- In this research, the effect of the management process of
ing design, procurement, construction and other areas of "Engineering consultation of the whole process + engineer-
contracting. By contracting the design, procurement, con- ing, procurement, and construction" on construction projects
struction of the entire construction project, and the quality of has been evaluated. In addition, the related theories have
the contracted project, safety, construction period, cost, etc., been introduced and the advantages and disadvantages of the
and ultimately to the owner to submit a product in-line with construction project have been analyzed using the manage-
the contract, meet the use of the function, with the use of the ment method of "EPC + WPEC".
conditions and passed the acceptance of the completion. The
features of EPC mode can be summarized as follow (Li and
Huo 2021; Cong and Zhuang 2020): 2 Material and Methods
(1) EPC general contractor will comprehensively manage 2.1 Integrated Management Concept
the overall execution of the project, instead of car-
rying out the project construction as an independent Integration is the bringing together of individual things or
contractor, so that it can make full use of its initiative elements in a certain way to form part of an organism. Man-
and advanced management practice ability to bring agement is the process of getting the most out of limited
greater benefits to itself and the construction unit. resources. Therefore, integrated management is a manage-
Design changes, construction, procurement, etc., can be ment method that combines originally independent things
reduced through optimization and overall planning of and elements into a complex and maximizes the benefits of
engineering design. In addition, the conflicts between the complex by managing it in a holistic way.
practical, technical and safety of engineering solutions
can be effectively coordinated. 2.2 Integrated Management of Construction
(2) Power and responsibility are clearly defined. In EPC Projects
mode, the general contractor's work scope and respon-
sibility interface are clear, which effectively reduces The integrated management of construction project refers to
disputes among participants and ensures the smooth the coordination and management of all tasks in the whole
progress of the project process. In addition, the respon- life cycle of the project, so as to develop the whole project.
sibility and risk during the construction period can be During the development of a project, the entire sub-process
transferred to the EPC general contractor to a great is integrated into a complete project, which constitutes the
extent, which reduces the risk borne by the owner and concept of "project integration". The integrated management
facilitates the investigation of quality responsibility and of construction projects includes the integration of the deci-
determination of quality responsibility bearers after sion-making stage, implementation stage and operation stage
accidents. to achieve the goal of integrated management.
(3) Total price contract. Given that EPC projects usually The integrated management of EPC general contract-
have the characteristics of large volume, difficult tech- ing mode refers to the fact that in EPC general contract-
nology and long construction period, in order to reduce ing mode, different professional work is originally closely
the impact of various uncertainties on the owner, EPC related (Fig. 2). These works are a system for EPC general
projects usually adopt fixed total price contracts to help contractors, but only a small part of construction projects.
the owner avoid risks. In addition, in order to avoid the In addition, even if some work itself does not belong to a
increase of their own costs caused by changes in market single unit, due to the close connection in the development
prices and policies, contractors usually complete the process, the corresponding workflow must be restructured.
project within the prescribed time limit. In this case, integrated management can realize the full
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Iranian Journal of Science and Technology, Transactions of Civil Engineering
connection of business work and reduce the time loss and 3.1.1 Project Overview
resource waste of repeated development.
The integrated management of the whole process engi- The project is named Quzhou Central Hospital Project,
neering consulting mode refers to the integration and man- located in Quzhou city, Zhejiang Province, China. The
agement of the scattered businesses under the traditional project category is civil construction project, with a con-
consulting mode, that is, the "independent" services to struction area of 357,800 m2. The project contract type is
"integrated", the essence of the whole process is "inte- EPC engineering general contracting, the project cost is
grated". The object of overall planning is technology, 2.897 billion yuan, the commencement date is June 2018,
economy, management, information, etc., and the essence the completion date is June 2021.
is collaborative innovation and development (Fig. 3).
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Table 1 EPC general contracting and the whole process of engineering consulting integrated management
Project phase Job content General contracting (EPC) Whole process engineering consulting service
Decision Phase Planning or planning design (master plan, special plan, Generally not involved Or prepare the relevant report, or review the
(Other consulting services can include engineering regional plan and industry plan) relevant report, or handle the relevant approval
information technology (BIM) consulting, legal Project investment opportunity research (market work
consulting, engineering insurance consulting, green research, etc.)
building consulting, PPP consulting, etc.)
Project planning (functional planning, positioning plan-
ning, industrial planning, business planning, etc.)
Project approval (project proposal, feasibility study,
project application and funding application)
Project assessment (feasibility assessment, energy con-
servation assessment, environmental impact assess-
ment, safety assessment, social assessment, water
Iranian Journal of Science and Technology, Transactions of Civil Engineering
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Fig. 4 Organizational structure
of whole process engineering
consulting
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ensure that the sample site of safe production and civilized (1) In the project decision-making consulting service stage
construction in Quzhou is obtained.
In the early stage of project decision-making and consul-
tation, the whole process of engineering consulting enter-
3.2 Analysis on the Application of "Whole prises mainly carry out consulting services for the following
Process Engineering Consulting + EPC" Mode parts, such as: demand analysis and evaluation, investment
in the Project decision-making, determination of project objectives, feasi-
bility study, financial planning, scheme design, and project
3.2.1 Service Content at Each Stage of the Project execution plan. In the early planning and implementation
of the project, the consulting company should try its best
The whole process engineering consulting plays a role in to dig out the real needs of customers and enter the project
the whole life cycle of EPC projects. Aiming at improv- construction as soon as possible. Relying on professional
ing the comprehensive benefits of the project, it gives knowledge, skills and experience, early participation can not
full play to its role in each stage of the project. The ser- only integrate long-term strategy into the project, but also
vice content is mainly reflected as follows: provide professional advice to help the owner correct the
wrong project planning.
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Iranian Journal of Science and Technology, Transactions of Civil Engineering
(2) In the project design stage of the design unit can not only ensure the design quality, but
also ensure the cost.
This period is an important part of the construction pro-
ject and has a practical impact on investment control. During (3) In the bidding phase of the project
this period, technical personnel in various fields should be
comprehensively integrated to strengthen the cooperation Engineering consulting enterprises should be fair, just
ability of various departments and improve professional and reasonable when helping the employer to manage the
skills. The project design stage has an important influence bidding. In order to ensure the efficiency of the employer's
on the project cost control and construction implementation. investment and return, it is necessary to choose the contrac-
During this period, the consulting company played a role of tor with technical strength, reasonable price and good man-
communication and communication in the project imple- agement level first. On the premise of fully understanding
mentation process, providing high-quality cost consulting the owner's wishes, we should make full use of our profes-
for developers. On the basis of ensuring the design quality sional abilities to reasonably formulate the bidding docu-
and investment cost, giving full play to the dominant power ments of relevant projects and comprehensively consider the
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Iranian Journal of Science and Technology, Transactions of Civil Engineering
Fig. 6 Project investment
control process in construction
stage
bidding documents to select the winning bidder with the best 3.2.2 Project Organization Structure and Responsibility
comprehensive evaluation for the owner. Division
(4) In the project construction stage Organizational structure of whole process engineering con-
sulting, EPC general contracting organization structure and
The whole process consulting company should pay atten- main responsibilities of participating units are summarized
tion to the management of project quality, schedule, cost and in Figs. 4 and Tables 2 and 3.
risk, reply to all kinds of problems of the project, and com-
municate effectively with all parties. At the same time, the
design changes in the construction should be strictly moni- 3.3 Integrated Management Control Process
tored, the input of the whole construction stage should be
analyzed, and the cost control scheme should be formulated. Main structures developed in this study for the integrated
management of control process are shown in Figs. 7, 8, 9,
(5) At the completion and acceptance stage of the project 10 and 11. The components of each structure have been dis-
cussed in flowcharts.
This step is the final stage of the whole project con-
struction. During this period, the whole process engineer- 3.3.1 Basic Management of Construction Project
ing consulting firm checks the consistency of the pro-
ject with the contract terms and requirements. Because Figure 5 shows the basic process of project management.
the engineering consulting company tracks the project Feasibility study report (FSR) is in project construction
throughout the whole process, it can analyze the changes preparation period and investment decision stage. Design
generated during the construction more specifically, so stage, construction and installation phase and stage of com-
that the project cost settlement and evaluation work is pletion are the next step, respectively.
more reasonable, fair and just, and it is easier to obtain
the identification of the construction parties.
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Iranian Journal of Science and Technology, Transactions of Civil Engineering
The proposed structure for project investment control in con- As shown in Fig. 7, in the first stage in this process, the prep-
struction stage is summarized in Fig. 6. According to the aration of overall construction schedule should be accompa-
figure, the construction contract is signed by construction, nied by plan material, equipment purchase plan, labor use
contracting and supervision units. In the next step, construc- plan, and construction organization use plan. Moreover, In
tion drawings are reviewed by design, construction, contract- the preparation manual: 1. Actual completed quantity and
ing, and supervision units. Construction, supervision and engineering quantity of last month, 2. Amount and workload
contracting units jointly inspect factory materials and equip- completed in the month (year), 3. Plan ahead or behind the
ment. The review of construction drawings and the payment analysis, and 4. Countermeasures to be taken. The three last
applications should be carried out by contractor unit. Other stages basically meet the design requirements.
duties of the contractor unit include: Application for design
change and engineering consultation”, “Declare completed 3.3.4 Engineering Quality Control Process
sub- project inspection report”, “Apply for price difference”,
and “Claim” that indicated in the flowchart. Application for The engineering quality control process is shown in Fig. 8.
advance payment is reviewed and approved by supervising According to the figure, certificate of qualification and
engineer and the chief supervising engineer, respectively. re-inspection of materials and the construction plan are
Moreover, the review and submission mechanisms of pay- needed to examine and approve applications for com-
ment are supervised by “Supervising unit”. mencement and issue commencement orders. Other com-
ponents are summarized in the flowchart to achieve the
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Iranian Journal of Science and Technology, Transactions of Civil Engineering
Fig. 8 Engineering quality
control process in construction
stage
approval certificate. In the supervision of the examination conceptual framework consisting of basic concepts of safety
stage, materials can be changed or retesting work can be and health, management control, information and concepts
doubled under the below standard condition. The attached can consider as an analytical basis for determining the safety
documents to sign the changes are: 1. Hidden check list; measures.
2. Pre-check sheet; 3. Quality assurance data; 4. Itemized
project quality assessment table. 3.3.6 Contract Management Control Process
3.3.5 Engineering Safety Control Process Figure 10 shows the process of contract management based
on the proposed model. In section of “Assign project super-
The control process of engineering safety is illustrated in visor”, the project supervisor analyzes the construction
Fig. 9. The required explanations are provided in each sec- contract as follows: 1. Project overview; 2. Schedule and
tion and the relationship between them is shown. The con- quality objectives; 3. Contracting method and bidding price;
struction industry's accident record and rapid rate increases 4. Quality control objectives; 5. Clauses related to project
in workers' compensation insurance are a warning that the supervision; 6. Risk and liability analysis; 7. Breach of con-
industry needs stronger safety controls. Safety checklists, tract Clause; 8. Other matters. Moreover, the analysis results
training methods, safety awards and other motivational should be compared with design documents, construction
approaches are not enough (Stanton and Willenbrock 1990). organization design and supervision planning.
Therefore, there is a need to obtain an information-based
safety management information system based on the same 3.3.7 Information Management
standardized management control principles. This structure
should be used to achieve planning, cost, production and A flowchart is provided to indicate the information manage-
quality objectives. The structure designed in this article ment control process as shown in Fig. 11. In this paper, the
provides project managers and supervisors with the timely four key areas of information management are construction,
and complete information they need to respond to health design, government, and market. Each of these key areas
and safety problems and risks. In addition, by creating a plays a vital role in the effective management of information
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throughout its lifecycle. A process designed to manage infor- The whole process engineering consultation runs through
mation helps to provide a suitable model for implementation. all links of the whole life cycle of the project, providing
smoother information flow, thus ensuring the continuity,
timeliness and efficiency of EPC project construction, effec-
tively guiding and controlling the implemented and unimple-
4 Discussion mented projects, and effectively improving the management
level of the whole project.
4.1 The Advantages of Integrated Management
(2) Improve project quality
Here, integrated management refers to the integrated man-
agement of the whole process engineering consulting and In the process of EPC project construction, the whole pro-
EPC general contracting modes. Projects through integrated cess engineering consulting enterprise decomposes the qual-
management have the following advantages: ity objectives of different links and specialties, implements
the responsibilities and tasks of each manager through step-
(1) Overall planning for the whole project by-step management, and ensures the effective completion of
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Iranian Journal of Science and Technology, Transactions of Civil Engineering
4.2 Difficulties and Countermeasures
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Iranian Journal of Science and Technology, Transactions of Civil Engineering
run through the whole life cycle of EPC large construction methods. Iran J Sci Technol Trans Civ Eng. https://doi.org/10.
projects, which has the advantages of improving project 1007/s40996-022-00971-1
Moradi S, Ansari R, Taherkhani R (2022) A systematic analysis of con-
quality, reducing investment cost, ensuring project sched- struction performance management: key performance indicators
ule, deepening risk identification, etc., and can better serve from 2000 to 2020. Iran J Sci Technol Trans Civ Eng 46:15–31.
the whole project and improve the management efficiency https://doi.org/10.1007/s40996-021-00626-7
of the whole project. Pang Z, Wang N, Pang Z, Zhang X (2003) Research status of general
contracting and project management in foreign countries and some
suggestions. Railway Constr Technol 5:1–7+74
Declarations Prabaharan R, Shanmugapriya S (2022) Identification of critical bar-
riers in implementing lean construction practices in Indian con-
Conflict of interest The authors declare that they have no known com- struction industry. Iran J Sci Technol Trans Civ Eng. https://doi.
peting financial interests or personal relationships that could have ap- org/10.1007/s40996-022-959-x
peared to influence the work reported in this paper. Rastegar Moghaddam M, Khanzadi M, Kaveh A (2021) Multi-objective
billiards-inspired optimization algorithm for construction manage-
ment problems. Iran J Sci Technol Trans Civ Eng 45:2177–2200.
https://doi.org/10.1007/s40996-020-00467-w
Shen W, Choi B, Lee S, Tang W, Haas CT (2018) How to improve
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