PM Epc Project Execution Orientation Course

The execution of a
HERVE
HERVE
BARON
BARON
Complex Project…
A guided tour
© 2013 – Hervé Baron

HERVE
BARON
The actors The suppliers
The
COMPANY
The EPC
“Client”
Contractor

The sub-contractors
HERVE
BARON The phases
Sanction Sanction
Conceptual evaluation

Basic Engineering Project Execution
+ Pre-Project
By ENGINEERING by EPC CONTRACTOR
By COMPANY
HERVE
BARON
Design Procurement Manufacturing Shipping
Construction Inspection &

Installation Hand-over
& erection tests

HERVE
BARON The multiple sides of a Project
Project Control
PROJECT
Human Resources Management

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BARON
The multiple sites of a Project
Engineering Sub-Contractor
Home office (Paris) (India)
•Project management
•Detail Engineering (part) Detail Engineering (part)
•Procurement
Shipyard (Korea)
Hull Engineering & Fabrication
Satellite office
Detail Engineering (part)
Fabrication yard (Nigeria):

Fabrication (part)

Offshore (Nigeria):
Installation, commissioning, start-up
Shipyards (Singapore &
Malaysia)
Topsides Fabrication & Integration
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Project
Engineering Procurement Construction

HERVE
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Project

HERVE The facilities design basis
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Process facilities: Infrastructure:
50
Administrative and technical
Pressure (bar)
Feedstock and products flow 45 buildings
Feedstock composition 40
Control room
Battery limit conditions 35
30
Access road
Equipment Spare
25 Site fencing, gates, check point
20
Performance: 15
Design criteria:
Products specifications 10
% of over design
5
Energy efficiency, emissions
0
-85 -80 -75 -70 -65 -60 -55
Environment data:
Utilities:
Min/max temperature
Electric power supply
Rain/snow fall
Other utilities
Wind
Geological conditions
Systems:

Process control
Applicable codes and standards:
Fire/gas alarm
International standards
Public address, LAN, PABX
Local rules
HERVE Engineering
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in the Project
Design basis: Documents for Construction:
- Functional Construction drawings &

requirements specifications
Engineering
- Client Documents for Purchase:
specifications
bill of quantity & specification
- Design codes

HERVE
BARON
Project
Instruments& Layout
Process Electrical Equipment Civil Safety
Control & Piping

HERVE
BARON
Project
Instruments& Layout
Control & Piping

HERVE Process simulations
BARON

HERVE
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Thermodynamic Heat & Material
calculations balance

Process Flow
Diagram (PFD)
HERVE
BARON Equipment list

HERVE
BARON
Equipment
duty

HERVE
BARON
Process data sheet

HERVE
BARON Process Flow Diagram (PFD)

HERVE
BARON
Piping & Instrumentation Diagram (P&ID)

HERVE
BARON
Piping &

Instrumentation
Diagram (P&ID)
HERVE
BARON
Process control

HERVE
BARON Emergency shut down

HERVE
BARON Emergency relief

HERVE
BARON Operating manual

HERVE
BARON
Project
Instruments& Layout
Control & Piping

HERVE
BARON
Rotating machinery

HERVE
BARON Pressure vessels

HERVE
BARON
Heat exchangers

HERVE
BARON
Packages,
Fired Equipment

HERVE
BARON
Process data
sheet
Mechanical
data sheet

HERVE
BARON Material Requisition

BARON
HERVE
HERVE
BARON
Project
Instruments& Layout
Control & Piping

BARON
HERVE
HERVE Fire fighting
BARON

HERVE
BARON Passive fire protection

HERVE
BARON
Fire & Gas detection layout

HERVE Environmental Impact Assessment
BARON

HERVE
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Project
Instruments& Layout
Control & Piping

BARON
HERVE
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HERVE
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HERVE
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HERVE
HERVE
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Equipment supporting
structures
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Piping supporting
structures (pipe-racks)
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Structural design
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HERVE
HERVE
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Structural

drawings
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HERVE
HERVE
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Architectural drawings

Equipment layout
drawing
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HERVE
HERVE
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Project
Instruments& Layout
Control & Piping

BARON
HERVE
HERVE
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Layout/
principles

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Layout/consideration for all networks

HERVE
BARON General Plot Plan

HERVE
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Piping Layout
drawing

HERVE
BARON 3D modelling

HERVE
BARON
3D model clash check
3D model review

BARON
HERVE
HERVE
BARON Piping Design
ANSI B31.8 (for gas pipelines and
compressor stations)

HERVE
BARON Piping Design
ANSI B31.8 (for gas pipelines and
compressor stations)

HERVE
BARON Thickness (mm) Number of passes

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Isometric drawing

HERVE
Piping Pre-fabrication
BARON

HERVE
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Piping General
Arrangement drawing

BARON
HERVE
HERVE
BARON Standard Pipe Support
drawings

BARON
HERVE
HERVE
BARON
Material Selection

HERVE
BARON Material Specification

HERVE
BARON Material Specification

HERVE
BARON
Project
Instruments& Layout
Control & Piping

BARON
HERVE
HERVE Instrument data sheet
BARON

HERVE
BARON

Process Control System
HERVE System architecture
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drawing

HERVE Mechanical Equipment Control
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HERVE The instrumentation hardware
BARON Instrument room Control room
Marshalling Controller
cabinet cabinet
VDU
PT JB
Process
line CPU
LAN
Secondary cable
Multi cable

HERVE
BARON

Building detail drawing/
Telecom and PAGA layout
HERVE Cable routing drawings
BARON

Cable list
HERVE
BARON

Cable routing inside
technical room
HERVE
BARON
Project
Instruments& Layout
Control & Piping

HERVE
BARON

Electrical consumer list
HERVE
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Electrical Load
Summary

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HERVE
HERVE
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General One
Line Diagram

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Generators
Single line diagram
Switchgear
Transformer

HERVE
BARON Electrical equipment layout

HERVE
BARON
Electrical
Control System

HERVE
BARON
Process design
PFDs
H&M balance

HERVE
BARON
Process design
PFDs
H&M balance
Equipment specification
Process
data sheet
Rotating
Pressure vessels

Fired equipment
Heat exchangers
Packages etc.
HERVE
BARON
Process design
PFDs P&IDs
H&M balance

HERVE
BARON
Process design
PFDs P&IDs
H&M balance
Piping
Instrumentation
Process
data sheet Vendor
Rotating drawings Layout
Pressure vessels
Civil

Fired equipment
Heat exchangers
Electrical
Packages etc.
HERVE
BARON
Process design
PFDs P&IDs
H&M balance
Piping
Instrumentation
Process
data sheet Vendor
Rotating drawings Layout
Pressure vessels
Civil

Fired equipment
Heat exchangers
Electrical
Packages etc.
HERVE Electrical
BARON
Layout Instrumentation &
Vendor Control
Piping
Process
Civil

HERVE
BARON
What the
Vendor
supplied
What
Engineering
designed

HERVE Field Engineering
BARON

HERVE For more information and…
BARON
to get on top of Engineering in hours, not years!
A unique synthesis and

reference manual
200 pages, 250 illustrations
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HERVE
BARON
Project

HERVE
BARON Procurement

HERVE
BARON Procurement / Steps
Inquiry (Call for Tender)

Short listing
Bid analysis
Clarifications
Negotiations
Purchase Order
Expediting
Inspection

Delivery
Warranty Period
HERVE
BARON Procurement / Supplier selection criteria
Technical Compliance
Price
Qualification of supplier
Schedule
Load of workshop
References
References with final Client
Financial situation

Annual turn-over
Internal feed-back
HERVE
BARON Procurement

HERVE
BARON Expediting

HERVE
BARON Expediting

HERVE
BARON Inspection

HERVE
BARON Inspection

Shipping
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HERVE
Shipping
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HERVE
Shipping
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HERVE
HERVE
BARON
Project

HERVE
BARON Earthworks

Pipeline
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HERVE
Pipeline
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HERVE
Roads
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HERVE
Buildings
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HERVE
HERVE
BARON Civil Works
Sand
Aggregate
Cement
Admixtures

HERVE
BARON Civil Works

HERVE
BARON Civil Works

HERVE
BARON Civil Works

HERVE
BARON Civil Works

HERVE
BARON Civil Works

HERVE
BARON Pre-fabrication

Erection
BARON
HERVE
HERVE
BARON Underground networks

HERVE
BARON Plant erection

HERVE
BARON Steel structure erection

HERVE
BARON Equipment installation

HERVE
BARON Equipment installation

HERVE
BARON Piping Pre-fabrication

HERVE
BARON Piping erection

HERVE
BARON Piping erection

HERVE
BARON Field Instrumentation Installation

HERVE
BARON Electrical equipment connection

HERVE
BARON Cable pulling

HERVE
BARON Arrangement of Technical rooms

HERVE
BARON Cable connections

HERVE
BARON Other Systems Field Equipment Installation

HERVE
BARON Control room consoles installation

Testing
BARON
HERVE
HERVE
BARON Commissioning
Handover System
Sub-System
Document Folder
Circuit Elect Equip Mech Equip
Instrument
Loop
Junction Instrument Instrument

Box Cable Tag

HERVE
BARON The multiple sides of a Project
Project Control
PROJECT
Human Resources Management

HERVE
BARON Project Organisation
Project
Manager
Engineering Procurement Project Control

Site Manager
Manager Manager Manager
Project Discipline Construction Contract Scheduling

Purchasers Expediters Inspectors Cost Control
Engineers Engineers Manager Manager Manager
Construction
Process
Superintendent
Construction
Civil
supervisor
Construction
Instrumentation
superintendent
Construction
Electrical
supervisor

Equipment
HERVE
BARON Project procedures

HERVE
BARON Project temporary facilities

HERVE

HERVE

HERVE

HERVE

HERVE
BARON Construction Procedures

BARON
HERVE
HERVE
BARON Quality Control

HERVE
Temperature
Sampling
Slump

HERVE

HERVE
BARON Cost Control

Insurance
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HERVE
HERVE
BARON Contracts
P.O.
P.O.
Purchase
Orders P.O.
EPC
Sub-Contracts
Main Contract Sub

Sub
HERVE
BARON Contracts
Terms and
Conditions
Price
Schedule
Performance
guarantees
EPC
Technical
Main Contract
basis
Specifications,
codes & stds

HERVE
BARON Contracts

HERVE
BARON Contracts
E P

HERVE
BARON Contracts
E P C

HERVE
BARON Contracts

∑ + x%
HERVE
BARON Construction contracts
Civil

HERVE
Mechanical

HERVE
E&I

HERVE
General
Contractor

HERVE Contracts
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Terms and Conditions
EPC
Main Contract
Obligations of the 2 parties

Limit of liability
Penalties in case of bad performance
Conflict resolution
HERVE
BARON Quality Assurance (QA)

HERVE

HERVE

HERVE

HERVE
BARON Document Control
Document code
1 Installation drawings
2 Detail drawings
3 Diagrams
4 Lists – Bill of Quantities
5 Isometrics
6 Calculation notes
7 Specifications
8 Data sheets
9 Requisitions
Discipline code
A Instrumentation & Control
C Civil engineering
E Electrical
G Project general documents
J Mechanical
K Safety

M Piping & Layout
P Processes
S Steel Structures
V Vessels – Heat exchangers
W Materials – Welding
HERVE

HERVE
Client
Documents Approval/
submitted
to client Comments
Engineering
Documents
Comments

submission
Vendors
HERVE
BARON Electronic Document Management System
Center 1 Sr.
Mgmt Center 2 Sr. Correspondence
Intranet / Mgmt
etc.
Internet
Electronic Document
Management System
Breakdown Projects
structures
Engineering
Reports
documents
Interfaces

Intranet /
Internet
Vendor
Satellite
documents
Engineering Construction
Center Site
HERVE
BARON Interface Management

HERVE
BARON Scheduling
MONTH
PROJECT SCHEDULE
PLANT START-UP
5
7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36
PIPING PRE-FABRICATION & INSTALLATION

PIPING MATERIAL & DRAWINGS AT SITE 4 X X X X X X X X X X
PIPING MATERIAL MANUFACTURING & SHIPPING X X X X X X

PURCHASE OF PIPING MATERIAL
2 3
TECHNICAL & COMMERCIAL CLARIFICATIONS X X
CALL FOR TENDER FOR PIPING MATERIAL
PREPARE PIPING MATERIAL TAKE-OFF X
PIPING ROUTING STUDIES 1 X X X
PIPING & INSTRUMENTATION DIAGRAMS (PIDs)
1 3 5
4 5
2

HERVE
BARON Scheduling

HERVE
BARON Progress Monitoring
How would you measure

progress?

HERVE

HERVE

HERVE

HERVE
BARON IT
Today: 3D
Tomorrow:
15 years ago: 2D
3D & data

IT
BARON
HERVE
Safety
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HERVE
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Safety
Guard Rail System with Toe Planking

Boards
Runner
Bearer
Cross Bracing Post

Sill Longitudinal Brace
Safety
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HERVE
HERVE
BARON
Human resources / career path
Graduate Engineer, 25 years old
Process Engineer 3-5 yrs
Project Engineer 5 yrs
Engineering Manager/ 5-7 yrs

Deputy Project Manager
Project Manager
40-45 yrs old

Note: the career pattern shown here is a very fast track one to the PM
position... One would enjoy oneself just as well taking more time!
HERVE Beyond this presentation…
BARON
Share my new developments

Find my other on-line and classroom training
http://www.toblog.fr/en/baron.html

PM Epc Project Execution Orientation Course

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The execution of a

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

Construction Inspection &

© 2013 – Hervé Baron

Human Resources Management

© 2013 – Hervé Baron

Fabrication yard (Nigeria):

© 2013 – Hervé Baron

Engineering Procurement Construction

© 2013 – Hervé Baron

Engineering Procurement Construction

© 2013 – Hervé Baron

© 2013 – Hervé Baron

Design basis: Documents for Construction:

- Functional Construction drawings &

© 2013 – Hervé Baron

Engineering Procurement Construction

© 2013 – Hervé Baron

Engineering Procurement Construction

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

Process data sheet

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

Engineering Procurement Construction

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

Engineering Procurement Construction

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

Engineering Procurement Construction

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

Engineering Procurement Construction

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

© 2013 – Hervé Baron

3D model clash check