Project Initiation Activities

Ali Bourji

21 March 2006

HYDROCARBONS | MINERALS & METALS | INFRASTRUCTURE | POWER

 Session Overview

Topics to be covered in this session include:

– Process Scope
– Project Execution Plan
– Schedule
– Filing and Record Retention
– Process Design Basis
– Process Design Criteria
– Process Description

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 Process Scope

What do we have to do?

How are we going to do it?

What are the deliverables?

What are we not going to do?

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 Process Scope

Process Scope
– Design Basis
– List of Equipment and Systems
– Assumptions and Clarifications
– References and Standards
– Design Activities
– Deliverables
– Client Interface
– Inter-Discipline Coordination

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 Project Execution Plan

Document outlining in broad terms what will be done to

meet the project scope and job requirements.

The purpose is to state the plans for executing each phase

and division of the project.

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 Project Execution Plan

Key Elements:
– Strategic Point of View
– Organization / Personnel
– Emphasizes aspects that are Unique, difficult, Special
– Used as a Living Document
– Identifies Issues and Plans for resolution
– Process Design
– Quality Plan
– Identifies the Broad Path Forward

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 Schedule

A plan for performing work or achieving objective

Lists activities in a logical sequence to suit project

requirements

Establishes start and finish dates for activities

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 Filing and Record Retention

Setting up the filing system at the start of the project

Ensuring that each process engineer files information in a

consistent manner

Examining the files for archiving purposes and sort the

contents with a view to retention or disposal upon project
completion

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 Process Design Basis

Functions of the Process Design Basis:

– Defines the basic requirements that a design must meet
– Communicates important design information to the Client
– Serves as a key approval point in the development of the unit
– Serves as a key interface point for coordinating stream operating
conditions between process units
– Serves as a kick-off point for licensed unit designs

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 Process Design Basis

Content of Process Design Basis:

– Plant Capacity
– Feed and Raw Material Specifications
– Product and Byproduct Specifications
– Source of Process Technology
– Plant Design Basis for Operational Flexibility
– Future Expansion Philosophy
– Maintenance Philosophy

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 Process Design Basis

Content of Process Design Basis:

– Process Control Philosophy
– Spare Equipment Philosophy
– Special Requirements for Startup and Shutdown
– Operating Philosophy
– Battery Limit Conditions
– Process Guarantees

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 Process Design Basis

The preparation of the Process Design Basis is typically

the responsibility of the Lead Process Engineer.

Licensed designs will require close coordination between

the Process Engineer, the Client, and the Licensor in
developing the Process Design Basis.

It is the responsibility of the Process Engineer to adhere to

the basic design parameters provided in the Process
Design Basis, and to be familiar with the Process Design
Basis of interconnected units.

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 Process Design Criteria

The purpose of the Process Design Criteria is to establish

specific guidelines and constraints that govern the
following:
– Economic Analysis
– Specification and Design of Equipment
– Design and Development of Instrumentation and Piping Systems
– Safety
– Format and Content of Flow Diagrams

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 Process Design Criteria

Topics covered by Process Design Criteria:

– Site Conditions
– Codes and Standards
– Basic Units of Measurement
– Naming and Numbering of Equipment
– Drawing Numbering
– Safety Considerations
– Economics Criteria
– Winterization and Insulation

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 Process Design Criteria

Topics covered by Process Design Criteria:

– Utility Design Information
– Materials of Construction
– Process Flow Diagrams
– Piping & Instrumentation Diagrams
– Equipment Design Criteria
– Piping Design Criteria
– Instrument Design Criteria

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 Process Design Criteria

 It is the responsibility of each Process Engineer to be familiar with

the project Process Design Criteria and to apply it on the project.
Any deviation from the Process Design Criteria requires the approval
of the Lead Process Engineer.

 The following sources are used for the preparation of the Process
Design Criteria:

– Project/Plant Specific Process Design Criteria

– Client Standards

– Process Design Criteria

– Applicable Codes and Standards

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 Process Description

It is a detailed narrative describing the activities

represented by process document (BFD, PFD, or P&ID).

It is designed to answer questions relating to what, why,

and how.

The content is generally tailored to the level of design in

progress, and can vary significantly from project to project.

It serves as a tool to communicate design issues within the

task force.

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 Process Description

A typical Process Description covers the following:

– Description of the overall function of the operations depicted on
the flow sheet
– Discussion of feed streams including method of control and
conversion to products
– Description of major equipment including its function in the
process
– Process controls
– Operating conditions

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 Process Description

The following documents may be used in the preparation

of a process description:
– Process Unit Design Basis
– Block Flow Diagrams
– Process Flow Diagrams and Material Balances
– Equipment List and Datasheets
– P&ID’s
– Instrument Index
– Control and Interlock Descriptions
– Utility Summaries
– Catalyst and Chemicals Requirements

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