Book of Deliverables

Book of Deliverables
Capital Program Efficiency Department

Table of Content
1- Brief and Presentation ……………………………………………………….................................

2- Building Risk Assessment ………………………………………………………..........................
3- Business Case Assessment ………………………………………………………..........................
4- Contracting Strategy ………………………………………………………...................................
5- Contracts Procurement……………………………………………………………………………
6- Cost Estimate ………………………………………………………................................................
7- Customizing Standards and Specifications ……………………………………………………..
8- Pre commissioning and Mechanical Completion…………………………………………..
9- Design Basis Scoping Paper (DBSP) ………………………………………………………..........
10- Design Data Requirements (DDR) ………………………………………………………............
11- Design for Maintainability Report ……………………………………………………….............
12- EIA ……………………………………………………….................................................................
13- Energy Optimization study ………………………………………………………........................
14- Facilities Security Assessment………………………………………………………....................
15- Facility Security Assessment for IT………………………………………………………............
16- Land Use Permit………………………………………………………...........................................
17- Operational Readiness Plan (ORP) ………………………………………………………............
18- Plot Plans……………………………………………………….......................................................
19- Preliminary Hazard Analysis……………………………………………………….....................
20- Procurement Strategy Material Procurement Plan (EMS) …………………………………….
21- Project Charter………………………………………………………..............................................
22- Project Close-Out Report……………………………………………………….............................
23- Project Execution Plan……………………………………………………….................................
24- Project Interface Plan………………………………………………………....................................
25- Project Proposal Package……………………………………………………….............................
26- Project Proposal Review Reports…………………………………………………………………
27- Project Quality Plan………………………………………………………......................................
28- Proposed Integrated Staffing Assignment………………………………………………………
29- RAM Study Report……………………………………………………….......................................
30- Schedule……………………………………………………….........................................................
31- Site Selection Assessment………………………………………………………............................
32- Stakeholder Management Plan………………………………………………………...................
33- Target Setting………………………………………………………................................................
34- Technology Selection Report………………………………………………………......................
35- VIP – Applicable VIPs Report……………………………………………………….....................
Book of Deliverables:
Brief and Presentation

8 December 2015
Document Responsibility: Capital Program Efficiency Dept.
Contents
Brief and Presentation ............................................................................................................................... 4
Deliverable-Specific Objectives ............................................................................................................ 1
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Responsibilities ....................................................................................................................................... 3
Content .................................................................................................................................................... 3
Document Responsibility: Capital Program Efficiency Dept. Brief and Presentation
Deliverable-Specific Objectives
The Phase Brief and Presentation are two documents, developed together at the end of each phase
in the FEL process, that summarize the developments made on the project and that are presented
at the Gates in order to aide in decision-making during those meetings.
Definition
The Brief summarizes the project’s progress and status, including those topics which are relevant
for the Gate. The Presentation is a PowerPoint document that expands the summary of the Brief
into contents which are Gate-specific (hence those are described Gate-by-Gate in the content
section below).
Purpose at Gate
The purpose of the Phase Brief and Presentation at Gates 0, 1, AS, 2 and 3 is:
 To ensure the Gatekeeper has sufficient information to allow proper evaluation of the
project’s maturity level (in order to proceed with the Gate process);
 To ensure the Decision Maker has sufficient information to allow proper preparation of
the Gate review process;
 To address the corresponding Gate agenda.
The main purposes of the Phase Brief and Presentation at each Gate are outlined below:
Gate Main Purpose(s)

- To ensure the business case is compelling by a technical, economic and commercial
perspective.`
- To ensure the business case was supported by a thorough set of technical and economic
data.
- To ensure the cost estimate achieves an accuracy of ±50%.
- To verify if there are any major impacts/constraints from an HSE perspective
- To verify the selection of the optimal site considered accessibility, restrictions, land use
Gate 1
permit and other factors.
- To confirm if early high-level risks were identified and a mitigation plan defined
- To ensure the contracting strategy for the next FEL phases is consistent with the project
objectives and priorities.
- To verify if the project execution plan adequate and coherent with the project type.
- To verify if the proposed staffing is adequate to perform the required deliverables in the
next phase.
- To ensure project alternatives were identified in terms of facilities, physical interfaces

Gate AS
among facilities, required technologies/capabilities, etc…
Front End Loading (FEL) Page 1 of 5

- To confirm whether the right alternative was chosen to proceed to the DBSP Phase
considering compliance with the stated business objective, capital investments, asset
lifecycle costs, net benefits?
- To ensure the project’s technology was appropriately evaluated and considered.
- To confirm the selected site from Gate 1 has been established.
- To confirm risks have been identified and a mitigation plan defined.
- To ensure lessons learned have been incorporated and applied to the project.
next phase.
- To ensure the scope has been properly defined and is ready to be frozen (which includes
factors such as consistency with benchmarks, details of the existing and proposed facilities
and interfaces, equipment details, etc…).
- To verify if the updated business case is adequate in detail (in terms of objectives, scope,
investments, costs, net benefits, etc…).
- To confirm the project has been selected from a list of viable alternatives.
- To verify if the selected site is appropriate in terms of constructability, logistics,
Gate 2 accessibility, distance to existing facilities, etc…
- To verify if the procurement strategy alternatives are coherent with project objectives.
- To confirm the main activities and tasks for the project, their estimated duration,
alignment with project objectives, and their impact on operational readiness.
next phase.
- To verify if the advanced engineering designs have been properly developed.

- To ensure the updated economic value of the project (in terms of economic assumptions,
results, sensitivities, alternatives, etc…) is adequate.
- To confirm if the design allows for a proper execution phase.
- To verify if the required studies (HSE, HAZOP, Environmental Impact Assessment, etc…)
Gate 3 have been developed.
- To confirm if the contracting plan, procurement method, strategy, and schedule for
procuring the EPC contracts is technically and commercially adequate.
- To ensure the defined execution KPIs are coherent with project objectives
- To ensure the project execution plan is adequate in terms of organization, resources plan,
quality plan, HSE, etc…

next phase.
Responsibilities
Please refer to the RAPID matrix in CPED web site:
https://sharek.aramco.com.sa/Orgs/30026862/Documents/RAPID.pdf
Content
The Phase Brief includes the following contents:
Section Description
- Brief project description, including the following:
o Project objectives
Introduction
o Summary of scope
o Expected benefits
Gate Meeting Topics - Provides a list and brief summary of the topics for the Gate meeting
Presentation Summary - Summary description of the contents of the presentation
- Description of the required actions from the Decision Maker at the Gate
Required Actions
- Definition of the urgency level for each required action
Project Economics - Key project economics (costs, NPV, etc…)
The Presentation includes all the key information of each phase. The content for the Presentations are
described for each Gate below.
Gate 1
Section Description
Overview - Includes the project scope, objectives, expected benefits, etc…
- Includes the progress over the Front end Loading process and the key
Key Results to Date
achieved results
Integrated Project Team - Describes the IPT composition for the phase
Present Situation - Describes the “baseline” of the project scope
Project Scope - Describes the project scope
Project Economics - Provides key project economics information (costs, NPV, etc…)
- Includes major and updated risks identified and the related impacts with
Risk Analysis
mitigation initiatives

- Includes a preliminary consideration for the project contracting strategy

Contracting Strategy
(more focused on market analysis and preliminary local content
Overview
maximization strategy)
Schedule - Provides the Schedule Level I

Execution Plan and - Highlights the main points of the Execution Plan and Operational
Operational Readiness Readiness Plan
Plan
Proposed Staffing - Describes the proposed staffing for the next Phase
Gate AS
Section Description
Overview - Includes the project scope, objectives, expected benefits, etc…
Key Results to Date
achieved results
- Describes the pros and cons of the identified alternatives
Alternative Selection - Describes the selected alternative which has been considered the optimal
selection
Risk Analysis
- Includes a preliminary consideration for the project contracting strategy

(more focused on market analysis and preliminary local content
Overview
maximization strategy)
Schedule - Provides the Schedule Level I (Updated)

Plan
Gate 2
Section Description
Overview - Includes Project’s Objectives, Project’s scope summary, Expected Benefits
Key Results to Date
achieved results

Project Scope - Describes the frozen project scope
Risk Analysis
- Describes the contracting packages and related strategy

- Describes the strategy on long lead and novated items
Schedule - Provides the Schedule Level II

Plan
Gate 3
Section Description
Overview - Includes Project’s Objectives, Project’s scope summary, Expected Benefits
Key Results to Date
achieved results
Project’s Scope - Description of the frozen project’s scope
description
Risk Analysis
- Describes the contracting packages and related strategy

Contracting Strategy - Describes the strategy on long lead and novated items Describes the EPC
bids evaluations
Schedule - Provides the Schedule Level III

Plan

Building Risk Assessment (BRA)

8 December 2015
Saudi Aramco: Company General Use

Front End Loading (FEL)
Contents
Building Risk Assessment (BRA) ......................................................... Error! Bookmark not defined.

Deliverable-Specific Objectives ........................................................ Error! Bookmark not defined.
Definition............................................................................................. Error! Bookmark not defined.
Purpose at Gate .................................................................................. Error! Bookmark not defined.
Responsibilities ................................................................................... Error! Bookmark not defined.
Content ................................................................................................ Error! Bookmark not defined.

Document Responsibility: Capital Program Efficiency Dept. Building Risk Assessment (BRA)
The Building Risk Assessment is a study of the potential hazards that might affect the project’s
facilities and cause unacceptable risk.
Definition
The facilities are analyzed across several types of hazards, including explosions, fire damage,
toxic events, etc… Those facilities that have been assessed to have a risk coming from one or
more of the hazards highlighted will require a mitigation plan (i.e. recommendations to mitigate
the risks). The main components of the document include the following:
 Project Overview
 Building Risk Assessment
 Mitigation Plan / Recommendations
Purpose at Gate
The purpose of Building Risk Assessment at Gate 2 (and to be considered for PPA) is to verify the
presence of risk to the facilities and a mitigation plan to prevent the potential hazards and
decrease the facilities’ susceptibility.
Responsibilities
Content
Section Description
Project Overview - Provides important background information on the project
objectives and scope
Building Risk - Procedures developed (under SMS Element 2 – Risk
Assessment Assessment &Management) to perform an initial and final
study to determine whether the project’s facilities will be
impacted by hazards (i.e. explosions, fire damage, toxic
events, etc…) and whether an unacceptable risk is present
o Facilities also includes all IT infrastructure used as part
of security (SACS, IDAS, etc…)
Mitigation Plan / - Outlines recommendations to mitigate the risks for each of the
Recommendations facilities considered to be impacted by hazards


Business Case Assessment (BCA)

8 December 2015
Contents
Business Case Assessment (BCA) ............................................................................................................ 1
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 2

 Provide evidence-based key drivers & assumptions in support of the business need for
the proposed project.
 Establish alignment with corporate strategies and strategic directions as well as
interdependencies with corporate investment and master plans.
 Describe operating environment in which the business objectives would be achieved.
 Identify viable alternatives that would materially achieve the stated business objectives.
 Identify quantitative and qualitative net benefits that would likely be realized,
considering the anticipated operating environment.
Definition
The main components of the deliverable include the following:
 Strategic Fit
 Business Evaluation
 Operating Environment
 Scope Alternatives
 Economic Evaluation of base case and alternatives
 Details of major assumptions regarding project economics (prices, volumes, timing, etc.)
 An Economic Model (using latest corporate planning guidelines and values) should
always accompany this deliverable at each and every FEL phase.
Purpose at Gate
The business case develops iteratively over time, in 4 distinct stages (Decision Gates) with more
details being provided at each stage.
Gate 1 – The purpose is to confirm the strategic context of the proposal; and to provide Decision
Makers with an early indication of the proposed way forward (but not yet the preferred option),
having identified and undertaken analysis on opportunities and constraints on a wide range of
available options, together with preliminary indicative costs.
Gate of Alternative Selection GAS - The purpose is to revisit the previous gate document in
more detail and to identify a preferred option which demonstrably optimizes Net Benefits. It also
sets out the optimal site; demonstrates option’s technical viability; and outlines both risk
identification strategy together with its associated mitigation plan.
Gate 2 – Following the definition of the business need as well as the selection of the preferred
option to attain this need, the primary purpose at this gate is to support the development of

Design Basis Scoping Paper (DBSP) by providing preliminary description of all facilities,
equipment, capabilities and other resources that will be needed to build the proposed project.
This should be in consistency with the overall purpose of DBSP of providing Engineering
Contractor and/or Construction Agency the information required to fully, and, to a large extent,
independently develop Project Proposal.
Gate 3 – The purpose at this gate is to finalize the Business Case Development and determine all
necessary information, should the project be proposed to Management Committee for
Expenditure Request Approval (ERA). At this stage, the Business Case Assessment document
should clearly states the final business objective, fully describes the anticipated operating
environment, confirms the economic and technical feasibility, as well as provides refined
estimates of net benefits and capital and life-cycle costs of the project.
Responsibilities
Content
All information contained is applicable and repeatedly requested at each stage, however, should
evolve from one stage to another as more scope definition and specifications are obtained.
Gate Requirements
- Business Objective of proposed project in broad terms. (i.e., the project’s
purpose in terms of Saudi Aramco’s Strategic Direction and Business Plan
objectives).
- Alignment and synergies with other projects contained into the Company’s
investment and master plans.
- Operating environment in which the stated Business Objective would be
achieved, to the extent reasonably possible (Kingdom, Saudi Aramco,
Operating System, and Operating Plant level).
Gate 1
- Net Benefits of the proposed project in qualitative terms and rough quantitative
(Business
terms.
Case) - Viable alternatives that would achieve the stated Business Objective. Such
information should be including:
o Preliminary project scope for each alternative
o Conceptual cost estimates of initial capital investment
o Economic evaluation of each viable alternative along with latest
economic model output showing all key parameters such as NPVs,
Capital Investment Costs, Sustaining Capital, O&M, Operating Cost,
Revenue Streams, NDEs and others.
- Updated assessment of the Business Case, according to Decision Makers
GAS directions, to confirm that Business Case is still supportive of continued project
development.

(Gate of - Project scope for each viable alternative, in sufficient details to develop Study
Alternative Cost estimates. (e.g. types of facilities, major individual scope elements, major
Selection) physical interfaces, etc.).
- Refined Net Benefits as well as Economic evaluation of all alternatives,
comparable in accuracy to study cost estimate equal to +/-40%.; part of which
should be sensitivity and incremental analyses.
- Reasons for selecting optimal alternative as well as reasons for rejection of all
other alternatives.
- Explanation of how the selected alternative gives the greatest extent among
others in achieving the project’s business objective and demonstrating its
primary justification.
- Preliminary identification of risks associated with each viable alternative.
- Assessment of sensitivities and uncertainties inherent in the cost estimates and
net benefits attributed to each viable alternative.
- Further development of the proposed project’s scope, more specifically the
alternative selected during the Study Phase, to confirm the types of facilities to
be provided and the corresponding design bases.
- Physical location of the proposed project along with site condition, if deemed
necessary.
- Full characteristics and location of each physical interface.
G2 - Full identification of individual scope elements, to the extent required to
(DBSP) supplement the project scope definition presented in the DBSP, with the
objective of providing sufficient scope definition to develop a +/-25% Cost
Estimate.
- Refined, as required, economic evaluation of selected alternative to be used to
further develop the project’s scope.
- Definitive project scope definition studies, such as front-end scope evaluations,
environmental studies, route surveys, and risk assessments.
- ER Brief and Budget Item Summary Information (BISI) package prepared in
conformance with Guidelines issued by the Facilities Planning Department.
- Fully defined business objective, comprehensive description of the anticipated
operating environment,
- Comprehensive economic evaluation:
o Refined estimates of all Capital and Non-Capital costs, as required to
obtain accuracy comparable to the accuracy of an ER Cost Estimate
equal to +/-10%.
G3
o NDE and Manpower identified and explained with comparison with
(Expenditure
similar projects for reasonableness.
Request o Breakdown of Total Expense Funds included by major type, if required
Approval) >=$100M. Demolition, Dismantlement & Removal costs are common
examples.
o Expansion of supplemental analysis such as assessment of sensitivity
of selected alternative’s economics to changes in costs or benefits.
o Disclosure of reasons of not obtaining an ER quality estimates, if
unavailable.
o Compare scaled costs such as: $/m2, $/km. or $/BBL with similar
projects.

8 December 2015

Contents
Contracting Strategy .................................................................................................................................. 4
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 2
References ............................................................................................................................................... 3
Appendices ............................................................................................................................................. 3

Document Responsibility: Capital Program Efficiency Dept. Contracting Strategy
The Contracting Strategy deliverable is a document, developed in FEL 1 2, and 3 that defines the
components necessary to create a contracting strategy for FEL, and ensures this strategy is
consistent with project objectives and priorities.
Definition
The components of the deliverable include the following:
 Executive Summary
 Scope
 Contracting Market Analysis
 Critical Aspects
 Local Content Strategy
 Project WBS
 WBS Packaging Selection Criteria
 Risk Analysis and Mitigation
 WBS Packages Identification
 Strategy and Contracting Plan
At the Business Case and Study Phases, there is a focus on the preliminary contracting market
analysis and preliminary local content strategy. At the DBSP and Project Proposal Phases, the
focus is on:
 Final contracting market analysis / local content strategy

 Plans for developing and procuring the necessary contracts for the project's major
contracting phases (i.e., Project Proposal, Detailed Design, Procurement and
Construction). Information shall be categorized by the major contracting phases
mentioned and include the following:
o Type of Contract
o Procurement Method
o Contracting Plan
Purpose at Gate
The purpose of the Contracting Strategy at Gates 1 and GAS is:
 To identify major issues and opportunities for the project regarding the contractors
market and/or local content.

The purpose of the Contracting Strategy at Gates 2 and 3 is:
 To evaluate if the contracting strategy for the ensuing phases is consistent with project
objectives and priorities and to ensure all risks have been identified and mitigation plans
put in place
Responsibilities
Content
The Contracting Strategy (Final) deliverable shall include the following sections:
Section Description
Executive Summary - Summary of project objectives and alignment / reference to
strategic objectives
Scope - Brief description of project scope
Contracting Market Analysis - Description of Market Analysis undertaken, taking into account
both local and international contractors, capability, capacity and
experience within Saudi Arabia.
- Market Analysis results (this must be supported by a full market
analysis document as an attachment to this Deliverable)
- References any joint ventures (JVs) the company may have that
could be relevant to contracting for this project.
- References any other projects in Saudi Arabia potential
contractors are or will be working on, either for Aramco or other
clients
Critical Aspects - Highlights critical aspects for the particular project (specialized
or proprietary technology, long lead items, single vendor
requirement etc..)
Local Content Strategy - Outline of Local Content maximization strategy, including new
entrants to the market, joint ventures with international
contractors, % of work, by WBS that will be conducted by local
content contractors
Project WBS - Description of main aspects of project Work Breakdown
Structure
WBS Packaging Selection - Definition of packaging criteria, like:
Criteria o Maximizing competitive bidding
o Splitting packages based on technical complexity
o Minimize interfaces during execution
o Etc…
Risk Analysis & Mitigation - Provide analysis as to benefits and risks associated with the WBS
selection criteria, identification of risks associated with a
particular approach, must include a mitigation plan
WBS Packages Identification - List of the defined contractual packages

Strategy and Contracting - For each package define the following points:
Plan o Type of Contract (Lump Sum Turnkey, Lump Sum,
Lump Sum Procure/Build, Reimbursable Cost, Unit
Rate, mixed etc.) and the reasons for selection. Pay
particular attention to providing support for the type of
contract; why LSTK over a mixed strategy of
reimbursable and LS for example? What are the benefits
as opposed to the risks and how does one outweigh the
other in terms of capital efficiency?
o Procurement Method (Competitive Bid, Sole Source,
etc.) and reasons for selection
o Contracting plan (scheduling of the tendering activities)
and contracting milestones
At the Business Case and Study Phases, the following contents shall be developed:
 Preliminary contracting market analysis

 Preliminary local content strategy
At the DBSP and Project Proposal Phases, all the contents shall be developed.
References
Reference Description
Contracting Manual Contract Types
Appendices
Appendix Name Use
Value Assurance Checklist for To be used by Value Assurance upon receiving
A
Contracting Strategy the document to ensure proper completion
A. Value Assurance Template for Contracting Strategy

Project Title
Project BI Code
Deliverable Name Contracting Strategy
Date of Completion
Date of Acceptance
Deliverable Waived?
Verification of Function involvement (as of Verified? Notes

RAPID)
Input (I)
Agree (A)

Section of Deliverable Complete? Notes

Executive Summary
Scope
Contracting Market Analysis
Critical Aspects
Local Content Strategy
Project WBS
WBS Packaging Criteria
WBS Packages Identification
Strategy/Planning

Contracts Procurement
8 December 2015

Contents
Contracts Procurement.............................................................................................................................. 5
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 1

Document Responsibility: Capital Program Efficiency Dept. Contracts Procurement
The Contracts Procurement & Bid Evaluation is the process necessary for procurement of EPC
contracts, the technical and commercial evaluation of the contracts, and results in the contract
award.
Definition
The deliverable is performed in the Finalize FEL Phase, prior to the design, procurement, and
construction phases in Execution. The main components of the document include the following:
 Contractors Prequalification
 Invitation to Tender
 Bids Evaluation
 Bid selection and Contract award
Purpose at Gate
The purpose of Contracts Procurement & Bid Evaluation at Gate 3 is:
 To verify that the EPC contractors have been identified for the Execution Phases;
 To verify that the selected bidders are optimal;
 To authorize the contract awarding for the selected bidders.
Responsibilities
Content
Procurement of EPC contract; describes strategy and schedule for procuring the EPC contracts
technical and commercial evaluation, contract award
Section Description
Contractors - List of pre-qualified contractors for the project
Prequalification - This section includes the outcome of the deliverable “Contractor Quality
Prequalification”
Invitation to - Description of the necessary activities to prepare the tender:
Tender o Identification of packages (from the project’s Work Breakdown
Structure – WBS)
o Preparation of necessary documentation (Legal/Contractual,
Commercial, Technical)
o Issuing of the Tender

Document Responsibility: Capital Program Efficiency Dept. Contracts Procurement
- Definition of the schedule including the defined activities

Bids Evaluation - Reception the Bids
- Definition of evaluation criteria:
o Technical
o Commercial
- Review and evaluation of the Bids based on technical and commercial
criteria
Bid selection and - Determines the best-ranked bid based on the evaluation criteria
Contract award - Awarding of the contract after the finalization of FEL (Gate 3)

Cost Estimate
8 December 2015

Contents
Cost Estimate .............................................................................................................................................. 3
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 2
References ............................................................................................................................................... 6

Document Responsibility: Capital Program Efficiency Dept. Cost Estimate
The Cost Estimates are an essential part of project development, and estimate the project’s total
costs based on several cost factors. The Estimates are developed several times in the FEL process,
becoming more and more accurate as additional project details are developed.
Definition
The Business Case Cost Estimate (±50%) is developed during the very early stage of the project
life cycle and is often based on limited project data (such as facility type, site location, and
equipment). The data forms the basis for the preliminary feasibility study, process selection
alternatives, site location and layout studies. At the point of this cost estimate, less than 1% of
the engineering work has been complete, therefore this cost estimate is typically used for studying
alternatives in order to establish the most viable and cost effective solution to project
development.
The Study Cost Estimate (±40%) is an updated and more detailed version of the previous cost
estimate (Business Case Cost Estimate (±50%)). It has slightly more project data, though
information concerning some items (such as facility type, site location, and equipment) is still
preliminary. As with the previous cost estimate, the analyses completed include the preliminary
feasibility study, process selection alternatives, site location and layout studies. At the point of
this cost estimate, less than 1% of the engineering work has been complete, therefore this cost
estimate is typically used for studying alternatives in order to establish the most viable and cost
effective solution to project development.
The DBSP Cost Estimate (±25%) is prepared after major engineering decisions have been made
and is based on the approved Design Basis Scoping Paper (DBSP). At this point, typically only
5% of the engineering work has been complete. This cost estimate is intended to define the cost
of the baseline scope of work for a given project that is included in the capital plan.
The Final Cost Estimate (±10%) is a detailed estimate supporting the funding requests for the
approval of fund allocations for a particular Budget Item and is used as the basis for project cost
control. At this point, usually 25% to 30% of the engineering work has been complete, and this
cost estimate establishes a detailed baseline for monitoring and control for the later phases of the
project. It is used for variance reporting, productivity analysis, cost trend analysis, and control
of construction (among other uses).
Purpose at Gate
The purpose of the Cost Estimates at Gates 1, AS, 2, and 3 is:
 To ensure that the cost estimate ensures a certain accuracy and has taken into
consideration information from all deliverables that impact cost, schedule, and quality;

 To ensure the cost estimates are a true representative of the project’s costs to be executed
to the agreed schedules and including all elements of the project scope.
Responsibilities
Content
Business Case Cost Estimate (±50%)
Section Description
Estimate Preparation - This plan contains analysis regarding:
Plan o Feasibility and operability of the proposed project
o Constructability of the proposed facility
o Adequacy of proposed process and equipment
o Sufficiency of proposed utilities requirements
o Adherence to proposed size and plot plans (and equipment and
pipe rack spacing)
o Site investigation
o Comparison with similar previous facilities
o Estimate models and Work Breakdown Structures
o Cost estimating tool to be used
o Possible alternatives
Cost Estimate Package
Project Summary - Provides a brief synopsis of the project scope (what is to be accomplished
by the project), design basis (how the project is to be accomplished),
project location and conditions, related projects, and alternatives
Basis of Estimate - Defines the methodology and identifies the assumptions used in estimate
development and how these criteria affect the outcome of the estimate.
- The basis of the estimate covers the following
o Scope of work
o Estimate methodology
o General assumptions
o Contracting/procurement
o Project schedule & activities
o Construction labour man-hours & rates
o Labour productivity/adjustment factors
o Equipment rates, indirect costs
o Shipping & handling costs
o Allowances and contingency (including percentages allocated)
o Uncertainties (including percentages allocated)
o Factors applied to engineering, materials, and construction.
Materials & - Separate quotes and pricing for bulk materials and engineered equipment
Equipment
Quotation and
Pricing
Cost Estimate - The cost estimate is prepared and organized in accordance with the Work
Breakdown Structure, which is composed of the following areas:
o Design and Pre-commissioning
o Demolition
o Civil/architectural works
o Structural/steel works
o Process & utility equipment
o Piping
o Electrical power
o Lighting & grounding
o Communication
o Instrumentation
o Insulation & fireproofing
o Painting/coating
o Commissioning and start-up spare parts
o Catalyst and chemicals
o Custom duties
o Bonds & insurance
o Licensing fees
o Cash flow & expenditure forecast
o Support costs
o Exclusions
o Uncertainties, contingencies, allowances, and deviations
Benchmarking - Benchmarks the cost estimate compared to other projects and base
estimates
Study Cost Estimate (±40%)

Section Description
Estimate - This plan contains the following sections:
Preparation Plan o Project scope of work
o Site development plan and investigation
o Detailed plan for conducting market outlook and project risk
assessment
o Methodologies for developing the estimate basis
o Plans and methodology for benchmarking
o Equipment list with minimum specifications
o Identification of estimating software to be used
o Work Breakdown Structures
Project Summary - Provides a brief synopsis of the project scope (what is to be accomplished
by the project), design basis (how the project is to be accomplished), project
location and conditions, related projects, and land use permit requirements.
Basis of Estimate - Similar to “Business Case Cost Estimate (±50%)” but with greater detail and
precision
Materials & - Similar to “Business Case Cost Estimate (±50%)” but with greater detail and
Equipment precision
Quotation and
Pricing

Cost Estimate - Similar to “Business Case Cost Estimate (±50%)” but with greater detail and
precision
Benchmarking - Similar to “Business Case Cost Estimate (±50%)” but with greater detail and
precision
DBSP Cost Estimate (±25%)

Section Description
o Site development plan and investigation
assessment
o Equipment list with minimum specifications
o Identification of estimating software to be used
o Approved DBSP containing infrastructure requirements, electrical
and non-electrical utility requirements, site conditions analysis, and
a signed land use permit
Project Summary - Similar to “Study Case Cost Estimate (±40%)” but with greater detail and
precision
Basis of Estimate - Similar to “Business Case Cost Estimate (±50%)” but with greater detail and
precision
Materials & - Similar to “Business Case Cost Estimate (±50%)” but with greater detail and
Equipment precision
Quotation and
Pricing
Cost Estimate - Similar to “Business Case Cost Estimate (±50%)” but with greater detail and
precision
Benchmarking - Similar to “Business Case Cost Estimate (±50%)” but with greater detail and
precision
Final Cost Estimate (±10%)

Section Description
o Detailed schedule with milestones for completing estimate
deliverables
o Quality control plan
assessment

o Organization chart for the estimate team with roles and

responsibilities
o List of deliverables for the interim and final review
Project Summary - Provides a brief synopsis of the project scope (what is to be accomplished by
the project), design basis (how the project is to be accomplished), project
location and conditions, and related projects
Basis of Estimate - Defines the methodology and identifies the assumptions used in estimate
development and how these criteria affect the outcome of the estimate.
- The basis of the estimate covers the following
o Scope of work
o Estimate methodology
o General assumptions
o Contracting/procurement
o Detailed basis of the final cost estimate
o Project schedule & activities
o Construction labour man-hours & rates
o Labour productivity/adjustment factors
o Equipment rates, indirect costs
o Shipping & handling costs
o Allowances and contingency (including percentages allocated)
o Uncertainties (including percentages allocated)
o Factors applied to engineering, materials, and construction
o Project Overhead & Profit (OH&P) factors
o Currencies.
Market Outlook - Market trends and project risks are assessed to avert potential impacts on
Study & Project project development and execution (the results will be included in the basis
Risk Assessment of estimate and in contingency rates).
- The assessment includes analyses of the worldwide demand for engineering
and construction services, market conditions that affect equipment
procurement, trends of supply and demand of equipment and bulk material
in the Middle East, availability of engineering contractors, financial markets
and institutional support, project risks studies on constructability, and
forecasts of contractor overhead and margins.
Materials & - Quotes and pricing for materials and equipment
Equipment - For major bulk material and equipment, it is recommended to solicit
Quotation and quotations from at least three (3) Saudi Aramco vendors (there are
Pricing requirements as to the number of technically and commercially approved
quotations needed based on value)
Cost Estimate - The cost estimate is prepared and organized in accordance with the Work
Breakdown Structure, which is composed of the following areas:
o Design and Pre-commissioning
o Demolition
o Civil/architectural works
o Structural/steel works
o Process & utility equipment
o Piping
o Electrical power
o Lighting & grounding
o Communication

o Instrumentation
o Insulation & fireproofing
o Painting/coating
o Commissioning and start-up spare parts
o Catalyst and chemicals
o Custom duties
o Bonds & insurance
o Licensing fees
o Cash flow & expenditure forecast
o Project Proposal costs
o Support costs
o Detailed Design costs
o Exclusions
o Uncertainties, contingencies, allowances, and deviations
Benchmarking - Benchmarks the cost estimate compared to other projects and base estimates
56D Form - The form reflects, as a summary, the total project cost
Project Proposal - Includes all drawings, specifications, and other related design documents and
Package is a prerequisite for endorsement of the 56D Form.
- To be covered and supported by the deliverable “Project Proposal Package”
Project Execution - To be covered and supported by the deliverable “Project Execution Plan
Plan (Final)”
Project Schedule - Schedule to be include in the estimate for project development status
monitoring
References
SAEP-12 Project Execution Plan
SAEP-14 Project Proposal
SAEP-1350 Design Basis Scoping Paper (DBSP) Preparation and Revision Procedures
GI-0020.500 Expenditure Control
GI-0216.965 Cost Distribution Rates
GI-0710.002 Classification of Sensitive Information
SACM Saudi Aramco Contracting Manual
SAMSSs Saudi Aramco Materials Systems Specifications (SAMSSs)
Access to
Guidelines in Granting Access to SAP Estimation Roles
SAP

VIP – Customizing Standards &

Specifications
8 December 2015

Contents
VIP – Customizing Standards & Specifications ..................................................................................... 7
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 1

Document Responsibility: Capital Program Efficiency Dept. Customizing Standards & Specifications
The VIP – Customizing Standards and Specifications Report is an evaluation of the specific needs
of a facility so that the facility can be designed with the minimum required standards.
Definition
The application of this evaluation results in lower facility costs as unnecessary codes and
standards are not applied. The main components of the document include the following:
 Project Information
 Evaluation of Facility Needs
 Required Standards
 Conclusions and Recommendations
Purpose at Gate
The purpose of the VIP – Customizing Standards & Specifications Report at Gate 2 is:
 To ensure the project is customized to meet the minimum required standards necessary
to meet the facility needs;
Responsibilities
Content
Section Description
Project Information - Summarizes important project information, with terms and definitions
Evaluation of Facility - Describes the specific needs of the facility before it is designed
Needs
Required Standards - Based on the previous section, this outlines the minimum required
standards that need to be put in place in order to meet the facility needs
- Identifies the type of standards used for the project (company
standards, international standards, or both)
- Discloses any standards that have been waived and the reason behind
their waiver
Conclusions and - Outlines the key recommendations and takeaways, and describes a
Recommendations high-level plan going forward

Document Responsibility: Capital Program Efficiency Dept. Customizing Standards & Specifications

Pre-Commissioning and Mechanical

Completion Plan (PMCF)
7 December 2015
Contents
FEL 2 DBSP - Pre-Commissioning and Mechanical Completion Plan (PMCF 4) ............................. 3
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 2
References ............................................................................................................................................... 3
.
Document Responsibility: Capital Program Efficiency Dept. PMCF
The Pre-Commissioning and Mechanical Completion Plan includes all pre-commissioning
activities, listing of all systems/subsystems, detailed schedule and procedures required to
support each system and the activities that need to be performed prior to Handover and the
commencement of Commissioning, Startup and Operations.
Definition
The main components of the Pre-Commissioning and Mechanical Completion Plan include the
following:
 Detailed Mechanical Completion System and Pre-commissioning Schedules illustrating

all major mechanical completion and pre-commissioning activities and their timing and
duration to be aligned with the construction schedule and project handover requirements.
 Pre-commissioning Procedures for all testing/inspection required under the mechanical
completion checklist for each system, including the related applicable pre commissioning
forms. The procedures should cover all disciplines (Buildings, Electrical Systems,
Instrumentation Systems, non-hydrocarbon Mechanical Systems, etc.)
 Identification of the Mechanical Completion Packages, which describe both in test and
with drawings, the limit and scope of the system.
 Vendor Representative Requirements
 Master Punch List/ Exception Item List Database
 Pre-Commissioning Status Tracking System.
Purpose at Gate
The purpose of the Pre-Commissioning and Mechanical Completion Plan and the Status Tracking
Systems and Report (before Handover) is:
 To verify that all the necessary tests and analysis has been performed prior to Mechanical
Completion Acceptance and commissioning of the facility.
The purpose at this gate is to ensure the strategies are understood for the Project proposal
Contractor to further develop. It is also to assure alignment with the project handover date and
provide awareness of the interfaces, systems and utilities.

.
Responsibilities
Content
Section Description
FEL 3- PP
Specification - List of System /Sub-systems and definitions (descriptions) per Facility
definition - Sequence of Mechanical Completion – System and sub-systems milestones to
be included in Project Schedule
- Mechanical Completion Packages defining the limits of each Package and a
Checklist of all required tests and reference of related inspections records.
- Utilities requirements
- Inspection Walkthrough Plan and Partial mechanical Completion targets.
- Punch List strategy - General punch list strategy should be stated here
- Punch List and acceptance procedure and criteria
Pre- - Provides clear and concise information to personnel carrying out the tests
Commissioning during pre-commissioning
Book - Provides information regarding the general procedures and requirements to
be used, including:
o Water flushing, air blowing, manual cleaning, chemical cleaning,
tightness testing, loop checking, functional tests, inerting, etc…
- Check lists and test sheets and Pre-commissioning forms
Execution Phase - DD
Pre- - Prepares the necessary materials for pre-commissioning, including:
commissioning o Pre-commissioning dossier
Procedures o Required engineering and vendor documents
o Detailed pre-commissioning procedures for all applicable systems,
schedules, and manning plans (Including Vendor representatives)
o Required resources, tools, test equipment, consumables, facilities, and
services
Execution Phase - Construction
Test Packs Book - Performs the necessary tests by first breaking down the tests into different
areas, including:
o Piping tests
o Electrical tests
o Mechanical tests
 Includes air fin coolers, compressors, cooling towers, pumps,
tankage, vessels, heat exchangers, mixers, air conditioning
equipment, pressure relief and disposal systems, etc…
o Fire and safety system tests
o Instrument tests
.
o etc
- These test packs require the test sheets that were developed in the first section
above.
Mechanical - To include Detailed Plan to ensure a clear path to complete the Mechanical
Completion work of the facility and should include the following:
Book o Sequence of Mechanical Completion
o List of System /Sub-systems per Facility
o Schedule of Completing each System
o Mechanical Completion Packages defining the limits of each Package
and a Checklist of all required tests and reference of related
inspections records.
o Inspection Walkthrough Plan and Partial mechanical Completion
targets.
o Appendix (e.g., list of the facility Drawings ( e.g, P&IDs) indicating
the systems boundaries…..etc.)
Punch List - Documents the discrepancies, damaged or missing equipment, malfunctions,
/Exception missing documents, etc.
Items
References
SAEP-16 Project Execution Guide for Process Automation Systems
SAEP-327 Disposal of Wastewater from Cleaning, Flushing a Hydrostatic Test
SAEP-1028 Chemical Cleaning and Flushing of Lube/Seal Oil and Fluid Power
Systems
SAEP-A-004 General Requirements for Pressure Testing
SAES-A-007 Hydrostatic Testing Fluids and Lay-up Procedures
SAES-B-006 Fireproofing For Plants
SAES-B-054 Access, Egress and Materials Handling for Plant Facilities
SAES-B-067 Safety Identification and Safety Colours
SAES-B-069 Emergency Eyewashes and Showers
SAES-G-115 Lubrication, Shaft Sealing and Control Oil Systems
SAES-G-116 Cleanliness Standard for Lube/Seal Oil and Fluid Power Systems
SAES-J-600 Pressure Relief Devices
SAES-L-150 Pressure Testing of Piping Systems
SAES-L-350 Construction of Plant Piping Systems
SAES-N-110 Installation Requirements – Castable Refractories
SAES-O-119 Work Permit Procedures
SAES-P-104 Wiring Methods and Materials
SAES-P-123 Lighting
SAES-Q-001 Criteria for Design and Construction of Concrete Structures
SAES-S-010 Sanitary Sewers
GI-0002.100 Work Permit System
.
GI-0002.710 Mechanical Completion and Performance Acceptance of Facilities

B55-A-DOC- Preparation of Pre-Commissioning Procedures, System Hand-Over
EM-000020 Dossiers and System Completion Manuals

Design Basis Scoping Paper (DBSP)

8 December 2015

Contents
Design Basis Scoping Paper (DBSP) ........................................................................................................ 5
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 2
Appendices ............................................................................................................................................. 6
References ............................................................................................................................................... 7

Document Responsibility: Capital Program Efficiency Dept. Design Basis Scoping Paper (DBSP)
The DBSP is an integral part of the overall project planning process, and it broadly details the
project scope required to achieve the project’s stated business objectives and goals. It is essentially
a “contract” between the project stakeholders to further develop the proposed project in a manner
that will ensure the project's stated business objective is achieved in an economical, cost-effective
manner.
Definition
The DBSP is one of the final design deliverables which impacts project scope, before the project
scope is frozen at Gate 2. The main components of the document include the following:
 Site & Facilities

o Purpose of Facilities
o Present Situation
o Location Analysis
o Project Interfaces
 Studies
o Additional Study Requirements during Project Proposal
o Constructability and Logistical Assessment
o Assessment of As-Built Drawings
 Design
o Design Objectives & General Basis
o Description of Proposed Facilities
o Scope Evaluations to Date
 Other
o Project Schedule
o Licensors Requirements
o Major Equipment List
o Appendices
Purpose at Gate
The purpose of Design Basis Scoping Paper (DBSP) at Gate 2 is:
 To verify the completion and freezing of the project scope needed to achieve the business
objective in an economic manner;

 To ensure all facilities and equipment designs were properly developed.
Responsibilities
Content
Section Description
Site & Facilities
Purpose of - Provides a concise statement of the proposed facilities (the business objective)
Facilities
Present - Explains the business reason for developing the proposed project
Situation - Describes the anticipated operating environment in which the business
objective will be achieved (Kingdom-level, Saudi Aramco-level, operating
system level, and operating plant level)
- To be supported by the deliverable “Business Case Assessment”
Location - Provides an overview of the physical location of the proposed facilities
Analysis o For grass-roots projects, the information typically includes:
 General region
 Nearest city
 Nearby/adjacent facilities
 Availability of temporary construction facilities
 Characteristics of construction utilities
 Topography and soil conditions (including soil testing)
 Characteristics of available water
 GPS coordinates
 Site weather conditions
 Bottom sea survey for offshore projects (pipeline, platforms)
 Identification of anchoring options (marine)
o For projects within an existing facility, the information typically
includes:
 Location of proposed facilities in relation to other facilities
(particularly the physical interfaces)
 Condition of the existing infrastructure, pipe racks, substations,
switchgear, motor starters, instrumentation cable, automation
systems, etc…
 Availability of temporary construction facilities
 Characteristics of construction utilities
 Topography and soil conditions (including soil testing)
 GPS coordinates
 Site weather conditions
 Process flow schemes
 Layout considerations
 Impact on existing infrastructure
 Control & instrument philosophy
 Availability / reliability analysis – sparing philosophy

Project - Describes the project’s interfaces by covering the following areas:

Interfaces o Related Budget Items
o Project Physical Interfaces
 Including interfaces with external organizations (commercial
or government) and their impacts on cost and schedule
o Project Operating Interfaces
 Including interfaces with external organizations (commercial
or government) and their impacts on cost and schedule
o Demolition Activities
Studies
Additional - Describes each of the specific evaluations which are to be completed during
Study Project Proposal, which may include:
Requirements o Additional front-end scope evaluations required to define the types of
during Project facilities
o Environmental evaluations
Proposal
o Need for detailed evaluation of specific energy optimization
opportunities
o More definitive project scope definition studies
o Geotechnical investigations
- Each description includes the objective, scope of the study, and all required
evaluation parameters
Constructability - Provides a preliminary assessment of the constructability and logistical issues
and Logistical specific to the proposed project, which includes:
Assessment o Accessibility to the proposed and/or the site of the proposed facilities
within an existing facility
o Load restrictions of access roads and bridges
o Height clearances of bridges which extend across access roads
o Available sea port and airport facilities
Assessment of - Provides a preliminary assessment of the extent to which existing drawings
As-Built must be updated to reflect as-built facilities
Drawings - Determines if there are any missing drawings that are required
- Determines the extent to which existing drawings are available in an
appropriate format
- Provides aerial and satellite images (for grass-roots facilities)
- Determines the time required to modify existing drawings (as necessary)
Design
Design Design Objectives
Objectives & - Provides a description of the physical design objectives (functions) of each
General Basis major project scope element
- Describes how the design objectives of the proposed facilities fit into the overall
Master Plan for that respective system/area
General Basis
- Describes the general design basis which apply to the entire project
o For process facilities, the characterization of hydrocarbon streams and
utilities entering and exiting the battery limits (physical interfaces) of
the proposed project
o For infrastructure facilities, the characterization of the people to be
served by the proposed project, characterization of anticipated traffic
patterns. Characterization of equipment to be accommodated by the
proposed project, and general land-use guidelines

Description of - Describes each element of the project scope, including:

Proposed o The type of facility to be provided
Facilities o The corresponding technical design bases (i.e., the required
capabilities)
o Site and equipment footprint
o Specific facility attributes determined
o Dependency on other organizations (government and private)
- Consolidates preliminary information such as equipment quantities and sizes,
major design parameters, process descriptions, etc…
The tables below (Appendix 1) list the deliverables that are aimed at driving
estimate accuracy toward ±25%.
Scope - Provides a summary of the evaluations performed prior to and during DBSP to
Evaluations to define the project scope (including the evaluation bases)
Date - Identifies project scope which is not subject to additional evaluation in Project
Proposal
Other
Surplus and - Provides the results of preliminary assessments of the use of surplus and excess
Excess Material materials
- To be covered and supported by relevant section within “Procurement strategy
and material procurement plan”
Project - Provides the Project Milestone Schedule, which includes such dates as the DBSP
Schedule issue to the Construction Agency, the start and completion of Project Proposal,
etc…
Licensors - Background
Requirements o Provides information on how the licensors were contacted for
submitting proposals/bids (including a timeline), the bid collection and
review process (including the members of the review team and the
necessary approvals)
- Commercial Evaluation
o The commercial criteria evaluate the licensors based on their expertise
in many areas, including:
 Complete price schedules
 Summary of prices and license fees
 Process design packages
 Proprietary equipment
 Proprietary materials
 Investment estimation
 Capital cost estimates
 Operating and maintenance costs
Technical Evaluation
o The technical criteria evaluate the licensors based on their expertise in
many areas, including:
 Proposal transmittal
 Authorization to/from others
 Proven technology
 Equipment and materials
 Record of performance
 Technology services EPC contractor restrictions
 On-stream factor

 Run length and time between turnarounds

 Turndown capability definition
 Technology and patents
 Proprietary equipment list
 Catalyst and chemicals
 Energy efficiency
 Utility consumption
 Safety
 Process hazards
 Environmental performance (waste production)
 Flare types and rates
 Process flow diagrams
 Plot plans
 Capital cost
 Operating cost
 Process design package
 Schedule milestone dates
 Reference lists
 Technology services
 Constructability
 Maintainability
 Licensor design capabilities (grass roots)
 Feedstock and products (rates & composition).
 Process/technical description
 Sparing philosophy
 Staffing requirements
 Reliability and availability rates.
 Block Flow Diagram displaying major equipment.
 Other criteria as required (regenerator design, feed nozzle,
disengages, air rings, ability to circulate catalysts, spent catalyst
strippers, etc…)
- Rank & Recommendations
o Ranks the licensors based on the criteria and provides a
recommendation for actions to take going forward in licensor selection
Major Introduction
Equipment List - Description of project’s specification
- Definition of new equipment necessary to address the specifications
- Justification for the need of new equipment
Existing Equipment
- Equipment Type
- Technical Specification (below an example for pumps):
o Design Pressure (PSIG)
o Design Temperature (°F)
o Capacity (MBCD)
- Weight (for offshore project / lifting constraint)
New Equipment
- Details the vendor’s sparing philosophy and upgrades strategies/roadmaps
- Equipment Type
- Technical Specification (below an example for pumps):
o Design Pressure (PSIG)

o Design Temperature (°F)

o Capacity (MBCD)
o Weight (for offshore project / lifting constraint)
Appendices - Provides additional information related to the following areas:
o Existing Facilities
o Proposed Facilities
Appendices
Deliverable Description Required Beneficial
Budget Brief x
Approved DBSP ( or draft with approval to follow) x
Equipment List, sizes, capacities & specifications x
Process Block Flow Diagrams x
Preliminary Process Flow Diagrams x
Piping & Instrument Diagrams (Licensor P&IDs, should be included, but other x
P&IDs are not mandatory)
Preliminary Heat and Material Balances x
Offsite/Utility Systems, Equipment List (Quantity, capacity, size, specs) x
Offsite/Utility Block Flow Diagrams x
Preliminary Offsite/Utility Flow Diagrams x
Preliminary tie in and pipe routing x
Quantification of interconnecting facilities (interconnecting pipe list, racks, x

cables, ducts, etc.)
Catalyst/Chemicals Requirements List type/quantity x
Licensor Data x
Preliminary Optimized Plot Plan x
General Arrangement Drawings x
On and Off Plot Facilities & Description x
Electrical Scope description including Main & Unit SS, Transmission UPS, field x
cabling etc)
Electrical One-Line Diagram x

Deliverable Description Required Beneficial
SEC memo of understanding x
Field Instrumentation including analyzers, transmitters, ESD valves, etc x
Preliminary I/O count/ DCS & ESD scope including I/O count (PCS Quotation) x
Process Control System / Communication Block Flow Diagrams x
Security Requirements including CCTV, IDAS, etc.) x
Communication Requirements including SCADA ( WAN, LAN, Telephone, x

Radio, Wireless, FOC, SCADA)
Demolition Requirements (Scope description includes: Type, size, quantity) x
Site Preparation Requirements (scope description includes Type, size, x

quantity)
Building Requirements List Type, size, quantity x
Preliminary Soil Borings. subsurface analysis x
Soil Contamination, Environmental Impact Assessment Studies x
Project Risk Assessment x
Preliminary Hazard Analysis x
Previous archived estimate reference x
Implementation of Lessons Learned x
Implementation of approved Value Engineering Proposals from FEL 2 DBSP x
Implementation of all planned Value Improving Practices (VIPs) that were x

selected for the FEL 2 DBSP Phase
References
SAEP-1350 Design Basis Scoping Paper (DBSP) Preparation and Revision Procedures
DBSP Design Basis Scoping Paper

Design Data Requirements (DDR)

7 December 2015

Contents
Design Data Requirements (DDR)........................................................................................................... 8
Scope and Objectives ............................................................................................................................. 1
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 2
Content .................................................................................................................................................... 3

.
Document Responsibility: Capital Program Efficiency Dept. Design Data Requirements
Scope and Objectives

The Design Data Requirements (DDR) document is the summary of the project scope, data used
as the basis for design, sources of those data, assumptions employed and calculations performed.
The document is generated in FEL-1 as the data is gathered and assimilated and then taken
forward into FEL-2 Study as the basis of the Project Alternatives that are assessed. This document
then forms the basis for the DBSP that defines the selected Project Alternative.
Definition
For Projects involving process units, the DDR summarizes the data required to develop the
Process Design of the project. A Process Unit is one that processes hydrocarbons or other fluids
that support the hydrocarbon units (e.g., sulfur recovery, sour water stripping).
The DDR is developed as follows:
 Firstly, the project scope, objectives, business drivers, risk drivers, constraints, location,
proponent, etc., are described in as much detail as is available at a given stage.
 Next, the feedstock is defined in terms of quantity (availability), quality (composition,
contaminants, etc.) and conditions (battery limits temperature and pressure). Any
anticipated changes in these conditions over the life of the project (as a field declines, for
example) must be included. The feed logistics need to be defined in terms of method of
delivery (pipeline, sea, road, rail) and storage requirements (number of days between
shipment arrivals, etc.). The source and validity of this data must be stated.
 Then the desired product slate is defined, again, in terms of desired quantity (yields), the
required quality (product specifications, etc.) and conditions (battery limits temperature
and pressure). The product logistics need to be defined in terms of method of dispatch
(pipeline, sea, road, rail) and storage requirements (number of days between shipment
departures, etc.). The source and validity of this data must be stated.
 The available utilities (electrical power, steam, fuel gas, cooling water, etc.) that would
service the asset need to be defined in terms of availability and conditions (qualities,
temperature, pressure, etc.).
 Models are developed to represent the performance of those options; these are usually
process simulations with an appropriate level of detail in terms of model complexity and
yield slate accuracy.
o From the process simulation, simplified models of each option can be developed
to represent the process unit(s) in the economic model (in a Linear Program model,
for example). The economic model will calculate the variable margin (revenue

.
minus feedstock cost and variable operating expense) from which the project
economics can be developed.
 With all of this basis information, the process options to deliver the project goals are
identified so that their technical feasibility can be investigated.
 Any potential issues related to Process Safety, Environmental protection, Occupational
Health & Safety and Security must be raised and discussed; particularly as they pertain to
selecting the right Process Option.
 Likewise, issues that will affect the availability and utilization of the process unit in
operation such as on-stream factor (Turnaround frequency, on-stream availability, etc)
and operational complexity must be discussed to ensure they are considered in selecting
the right Process Option.
 All references(applicable Codes, Standards, Procedures, Best Practice, guidelines and
reference material) that have guided both the work in compiling the PDB and to be used
in further developing the Process Design must be stated.
Completing all sections of the DDR assures that the basis for the project is properly established;
that data used is accurate, assumptions are valid, tools used are fit-for-purpose and hence that
the basis for all design calculations is robust.
The DDR document evolves as the project progresses and more detail is added to the design until
the final process design is fixed in the DBSP.
Purpose at Gate
The purpose of the DDR at the G1 gate is to assure the Gatekeeper that the basis for design has
been properly developed and that the Business Case that was developed was based on a sound
technical design commensurate with the level of detail at this stage.
The purpose of the DDR at the GAS gate is to assure the Gatekeeper that Project Alternatives that
were assessed in FEL-2 (Study) were sufficiently well developed in terms of their technical design;
with a robust technical basis commensurate with the level of detail at this stage, to be able to
evaluate their technical and economic viability.
The purpose of the DDR at the G2 gate is to assure the Gatekeeper that the DBSP has been
developed with a robust technical basis to provide sufficient detail to be able to evaluate the
technical and economic viability of the selected option. It also provides the definition of the
project scope required to provide a cost estimate of sufficient accuracy to meet the requirements
of this gate

.
Responsibilities
Content
As discussed above, the DDR is a living document that is updated as the project progresses, more data is
developed and more investigation is performed. The sections are revised as per the following table.
Sect Title Content FEL-1 FEL-2 FEL-2

Study DBSP
1 Scope Project scope, objectives, business drivers, Preliminary Revised Final
risk drivers, constraints, location,
proponent, etc
2 Feedstocks Quantity , sources, quality (composition, Preliminary Revised Final
contaminants), forecast/outlook data,
production profiles, battery limits
conditions, logistics, source of data,
assumptions
3 Products Desired product slate, product Preliminary Revised Final
specifications), battery limits conditions,
dispositions & logistics, source of data,
assumptions.
4 Utilities Quantity, quality and battery limits Preliminary Revised
conditions of available utilities (fuel
gas/oil, steam, electrical power, cooling
water, air, etc.)
5 Process Feasible Process options to meet the Preliminary Revised Final
Options project objectives: new configurations,
new process units, new equipment,
modifications to existing plant
6 Simulations Process models and simulations used to
& represent the process unit performance as
Calculations basis for design and economic evaluation;
provides estimates of operating
conditions, yields, utilities consumptions
etc.
8 HSSE Issues related to Process Safety, Preliminary Revised
Environmental protection, Occupation
Health & Safety, Security.
9 Operability Issues that will affect the availability and Preliminary Revised
& utilization of the process unit in operation.
Reliability

.
10 References Applicable Codes, Standards, Procedures, Preliminary Revised Final

Best Practice, guidelines and reference
material

VIP – Design for Maintainability

Report
8 December 2015

Contents
VIP – Design for Maintainability Report ................................................................................................ 5
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 1

Document Responsibility: Capital Program Efficiency Dept. Design for Maintainability Report
The VIP – Design for Maintainability Report reviews the findings from the design for
maintainability practice, which attempts to improve the ease of maintenance in a facility.
Definition
The goal of the practice is to initiate the consideration of maintainability early in the project
planning process and to hold workshops and use best practices and implementation tools to
improve the return on investment of projects. The main components of the Report include the
following:
 Workshop Plan
 Workshop Objectives
 Best Practices
 Implementation Tools
Purpose at Gate
The purpose of VIP – Design for Maintainability Report at Gates AS, 2 (and for consideration at
PPA) is:
 To ensure that all maintenance criteria were taken into consideration while completing
the project design;
 To verify if all practices have been integrated (during Construction).
Responsibilities
Content
Section Description
Workshop Plan - Describes the plan for conducting the workshops during several
phases of the project planning process
Workshop Objectives - Reviews the workshops in each phase and the maintenance issues that
were captured, taking into consideration the objectives of each
workshop:

Document Responsibility: Capital Program Efficiency Dept. Design for Maintainability Report
- Study Phase – To determine if the selection between alternatives

would involve maintainability as a factor
- DBSP Phase – To set and align the maintenance criteria
- Project Proposal Phase – To specify the maintenance objectives that
will drive Execution
- Execution (Detailed Design) – To validate decisions made in previous
workshop remain intact with the final designs
- Execution (Construction) – to ensure the maintainability practices
were integrated into construction
Best Practices - Outlines the applicability and method of the maintainability best
practices in the industry use (to be discussed during workshops)
- Includes the existing maintenance and sparing philosophies and
logistics to support Operations, as well as highlights the differences/
impact of the new project or new facilities
Implementation Tools - Outlines the method of use of the maintainability implementation
tools (to be discussed during workshops)
Conclusions and - Provides final recommendations for improving maintainability
Recommendations

Project Environmental Assessments

7 December 2015
.
Document Responsibility: Capital Program Efficiency Dept. Project Environmental Assessments
Contents
Project Environmental Assessments ....................................................................................................... 1
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 2
Content .................................................................................................................................................... 4
Approval Matrix..................................................................................................................................... 4
Deliverables Schedule ........................................................................................................................... 4
References ............................................................................................................................................... 5
Glossary ................................................................................................................................................... 5
Appendices ............................................................................................................................................. 6

.

The Environmental Aspects Assessment (EAA) shall identify, describe and evaluate
environmental aspects associated with proposed projects and recommend measures and
alternatives to mitigate any adverse environmental impacts.
The EAA deliverables are delineated into three versions characterized by an increasing level of
detail:
 Environmental Screening and Scoping Statement – FEL 1

 Environmental Impact Assessment (Complete) – FEL 2
 Environmental Impact Assessment (MinPet Approved) – PPA
Definition
The EAA deliverables include the Environmental Screening and Scoping (ESS) statement that is
developed during the Business Case project stage (by FEL Gate 1), the Environmental Impact
Assessment (EIA) that is completed by the EIA Consultant during the Design Basis Scoping Paper
(DBSP) project stage (by FEL Gate 2) and the completed EIA is Approved by the Ministry of
Petroleum and Mineral Resources (MinPet) for Project Proposal (by Project Proposal Approval
(PPA)). If there are scope changes that occurred after the completed EIA is submitted by the EIA
Consultant, it shall be revised to include those changes before obtaining MinPet approval.
The objectives of the ESS are to:
 Categorize the project in terms of potential environmental impact based on PME

definitions and SAEP-13 and determine the category of EIA that will be conducted;
 Provide environmental assessments early in the project;
 Identify any additional requirements for focused environmental studies;
 Alert the IPT and design team of any potential environmental concerns that must be
addressed in detail in the EIA;
 Identify the impacts to be considered as part of the EIA;
For programs that include multiple BIs or phases, the ESS shall include an implementation plan
indicating how the major elements of the EIA will be incorporated into the entire project program,
incorporating all BI’s. For example, if a site preparation BI is part of a project program, the
terrestrial ecology surveys will have to be completed before the scope is finalized for site
preparation, but air dispersion modeling cannot be completed until scope is well-developed for
process facilities.

.
The ESS shall also indicate if an environmental risk assessment is required prior to final site
selection. For example, a site risk assessment may be recommended for a residential development
on a site that is known, or suspected to have been, previously contaminated. A site risk
assessment is not a substitute for an EIA.
The EIA shall be of sufficient quality to facilitate informed decision making regarding the
environmental impacts (positive or negative) during complete life cycle of a project or program.
This shall include the design, construction, operation and decommissioning (where applicable)
phases of the project or program. All EIAs are subject to review and approval by the Ministry of
Petroleum.
The objectives of the EIA are to ensure that the proposed project:
 Meets national and Company environmental objectives.

 Evaluates project alternatives that would better protect the environment while achieving
project objectives.
 Complies with all applicable environmental standards in the project design.
 Acquires information necessary to obtain any Saudi Arabian Government and Saudi
Aramco environmental permits.
 Adopts the most cost-effective resource conservation measures.
 Identifies and evaluates existing baseline conditions.
 Identifies and evaluates socio-economic and public health impacts.
 Identifies waste minimization, pollution prevention, water conservation opportunities,
and environmental enhancement opportunities that can be cost-effectively implemented
during the design, construction and operation phases of the project.
 Assesses the potential to reduce greenhouse gas emissions.
 Identifies and implements appropriate environmental mitigation and monitoring
measures.
The discovery of new information or significant project scope changes that impact a previously
completed and approved EIA will require revision and resubmittal of an amended EIA to EPD
for approval. The EIA shall be revised and resubmitted whenever there is a significant change in
project scope. The MinPet Approved EIA at PPA must include the most up to date changes and
shall consider any foreseeable variations in environmental engineering advances or future
environmental regulations that could be in effect during the project life.
Purpose at Gate
The purpose of Environmental Screening and Scoping at Gate 1 is:

.
 To evaluate project site selection alternatives.

 To identify and quantify likely environmental risk related to the project of program.
 To recommend project alternatives.
 To characterize the project Environmental Impact Category.
 To determine the exact content and extent of the EIA and any additional studies.
The purpose of the Environmental Impact Assessment (Complete) at Gate 2 is:
 To ensure project scope is compliance with national, company and international

environmental standards and requirements.
 To identify and describe potential environmental impacts related to project life-cycle and
recommend mitigation and monitoring measures.
 To evaluate and recommend project Environmental Alternatives.
 To ensure that all environmental risks have been identified and addressed early in the
project life cycle.
 To consider and include any foreseeable environmental engineering technology or
environmental regulation that although is not already in place, could be applicable later
during project life.
 To include an environmental scope completion monitoring plan, oriented to ensure that
EIA recommendations are follow up during project life cycle.
 To enable complete review by EPD to assure the document is ready for submittal to
MinPet. If project scope changes are anticipated, the document will be returned to the EIA
consultant to address any additional environmental aspects and impacts.
The purpose of the Environmental Impact Assessment (MinPet Approved) at PPA is:
 To include an assessment of any changes to project scope that occurred after Gate 2 that
could be applicable during the project life cycle.
 To ensure the revised project scope is still in compliance with national, company and
international environmental standards and requirements.
 To identify and describe potential environmental impacts related to project life-cycle and
recommend mitigation that were not included in the EIA (Complete) delivered at Gate 2.
 To consider and include any foreseeable environmental engineering technology or
environmental regulation that although is not already in place, could be applicable later
during project life as described in the revised scope.
 To include an environmental scope completion monitoring plan, oriented to ensure that
EIA recommendations are follow up during project life cycle.

.
 To submit the complete and final EIA to MinPet for approval. Note that this approval
process typically requires 30-60 days by MinPet.
 To submit to the EED Division Head a complete EIA document approved by MinPet, that
include all the latest changes in project scope and recommendations.
Responsibilities
Content
 Environmental Screening and Scoping Statement – FEL 1: The content of the ESS
deliverable shall be in compliance with SAEP-13
 Environmental Impact Assessment (Complete & MinPet Approved) – FEL 2 & PPA. The
content of the EIA deliverable shall be in compliance with SAEP-13 and the approved ESS
Approval Matrix
Deliverable ESS EIA (Complete) EIA (MinPet
Approved)
IPT Develop Develop Develop
EED/EPD Review/Approval Review/Approval Review/Approval
Ministry of Petroleum and N/A N/A Approval
Mineral Resources
Deliverables Schedule
In order to accomplish the objective of the EEA documents, complying with the standards and
government regulations and maintaining the quality criteria required by Saudi Aramco;
following the timelines needed for the deliverables:
 The final ESS shall be submitted to the Division Head of EED for review and approval no
more than 15 days before FEL Gate 1.
 The Complete EIA shall be submitted to the Division Head of EED for review and
approval at 30% project proposal.
 The MinPet Approved EIA shall be received back from the Ministry at 90% project
proposal. The IPT shall make arrangements to guarantee this timely delivery, taking into
consideration the 30-60 days approval period required by MinPet

.
For additional timelines considerations, please check SAEP-13 Project Environmental Impact
Assessments.
References
INT-5 Saudi Aramco Policy Statement No. INT-5, Environmental Protection
INT-11 Saudi Aramco Policy Statement No. INT-5, Water Conservation
SAEP-13 Project Environmental Impact Assessments
SAES-A-102 Ambient Air Quality and Source Emission Standard;
SAES–A–104 Wastewater Treatment, Reuse and Disposal;
SAES–A–105 Noise Control;
SAES–A–007 Hydrostatic Testing Fluids and Layup Procedures;
SAES–S–007 Solid Waste Landfill Standard;
SAES–A-111 Borrow Pit Requirements;
SAES-A–103 Discharges to the Marine Environment;
SAES–Z–003 Leak Detection Systems;
SASC-S-003 Solid Waste Management;
SAES-S-007 29 Solid Waste Landfill Standard;
GI-0002.714 Environmental Protection Policy Implementation
Industrial Hygiene and Occupational Health Aspects of
GI-0150.000
Environmental Protection Policy
GI-0150.001 Asbestos Hazard Management
GI-0151.006 Implementing the Saudi Aramco Sanitary Code
GI-0430.001 Implementing The Saudi Aramco Hazardous Waste Code
CU 22.03 Processing and Handling of Hazardous Materials
CU 22.06 Disposal of Polychlorinated Biphenyls (PCB)
Form 7305-ENG Equipment Noise Data Sheet
“Regulation for Sanitary Wastewater Treatment, Disposal and Reuse”,
Royal Decree M6
Ministry of Municipality and Rural Affairs
“General Environment Regulation”, Presidency of Meteorology and
Royal Decree M34
Environment
Environmental Protection Standards in the Kingdom of Saudi Arabia,
Document No.1409-1
Presidency of Meteorology and Environment
Environmental Management Systems Requirements with Guidance for
ISO 14001 Use
International Finance Corporation Performance Standards on
IFC
Environmental and Social Sustainability
Glossary

.
CER Certified Emission Reduction (CER) units per Kyoto Protocol

Units
DBSP Design Basis Scoping Paper
EED Environmental Engineering Division
EIA Environmental Impact Assessment
EPD Environmental Protection Department
ER Expenditure Request
ERA Expenditure Request Approval
ESS Environmental Screening and Scoping
FEL Front End Loading
FPD Facilities Planning Department
GER General Environmental Regulations
Min. Pet Ministry of Petroleum and Mineral Resources
PME Presidency of Meteorology and Environment
RAPID (Recommend, Agree, Perform, Input, Decide) is a methodology that clarifies roles
and responsibilities in the work process related to the development of the
deliverable
Appendices
Appendix Name Use
A Value Assurance Checklist for the To be used by Value Assurance upon
Environmental Assessment receiving the FEL 1-2-3 deliverables for the
Project Environmental Assessments in
order to ensure proper completion.
Environmental Screen and Scoping Statement (ESS)

Executive Summary
Environmental Screening
Project Classification
EIA Scoping
ESS approval by EED/EPD General Supervisor
Environmental Impact Assessment (Complete)

Category – 1 Projects
Introduction
Project Data (Name, Location)
Description of the activities
.
Description of Construction activities

Identification of sensitive receptors
Permits and licenses
ESS comments and scope integrated in the EIA
DBSP approval by EPD Manager
EIA approval by Ministry of Petroleum and Mineral
Resources
Project Data (Name, Site)
Description of the activities
Construction activities
Brief description of the project
Volumes of inputs and consumables during construction
and operations
Volumes of outputs, emissions, and wastes
Initial analyses of the environmental impacts
Description of the control and mitigation procedures and
technologies for the various impacts
Permits and licenses
Resources
Executive Summary
Policy, Legal, and Administrative Framework
Project description
Baseline Data
Environmental and Social Impacts
Analysis of Alternatives
Waste Minimization Assessment
Assessment of Potential to Earn Certified Emission
Reduction (CER) Credits
Mitigation Plan
Environmental Management and Training
Environmental Monitoring Plan

.

Resources

Energy Optimization Study
1 November 2015
Contents
Energy Optimization Study ...................................................................................................................... 1
Methodology........................................................................................................................................... 1
Purpose at Gate ...................................................................................................................................... 1
Applicability ........................................................................................................................................... 2
Content .................................................................................................................................................... 2
References ............................................................................................................................................... 3
Glossary ................................................................................................................................................... 3
Appendices ............................................................................................................................................. 3
.
Document Responsibility: Capital Program Efficiency Dept. Energy Optimizing Study

The objective of Energy Optimization Study is to ensure that the most energy efficient and techno-
economically viable site-wide design has been achieved for both industrial and non-industrial
related projects. It examines the power and heating requirements for a particular process and
attempts to maximize the total return based on selecting the most economical methods of heat
and power recovery (therefore optimizing life cycle costs) it also examines electrical consumption
and most economic methods for EUI “Energy Use Intensity”, kWh/m2/yr reduction in
nonindustrial applications.
This document provides an overview of the Energy Optimization Study together with the
definition of the relevant content to be developed. The objectives of the document are:
 To ensure the development of the required contents of the Energy Optimization Study
 To provide clear responsibilities in the development of the document (RAPID)i
 To provide a readiness checklist template for the Assurance Review
Compliance with the definitions and instructions contained in this document are required to
ensure a quality development of the deliverable. If there is a change in the content of a deliverable
after it has been approved at a Gate or Checkpoint, the team must go through the relevant
processes outlined in the Gate Operative Manual.
Methodology
The method of analysis is based on engineering analysis and simulation models. The main
components of the energy optimization study include the following:
 Project Information and design basis

 Engineering analysis and simulation Outcomes
 Key Impact
Purpose at Gate
Capital budget shall be allocated for conducting the Energy Optimization Study at FEL 1. The
Energy Optimization Study shall be started at FEL2- study phase and completed by FEL-2 DBSP
phase. The study shall be conducted in coordination with Energy Systems Division of P&CSD.
The study shall be comprehensive and shall evaluate technically viable design alternatives during
Alternative Evaluation stage after confirming key project data and licensors information. The
objectives of the study conducted at FEL2 are:
 To ensure the most energy efficient and techno-economically viable site-wide design has
been reached
 To ensure the best-side wide synergy for utility-process systems integration is achieved

.
 To ensure the efficient low grade waste energy systems have been selected
 To ensure the most economical methods of power generation and recovery systems,
cooling systems and heat recovery systems have been selected
 To ensure life cycle costs of energy systems* are optimized through analysis of simulation
and optimization models *.
 Notes:
 During the 30% project proposal (PP) in case ESD/P&CSD project review team
identified certain energy efficiency initiative worthwhile further assessment,
then a dedicated energy optimization study for that particular initiative shall
be conducted prior to releasing 90% PP.
 Energy optimization study shall be conducted according to the standards
referenced in this document and shall comply with LEED Integrative Process
requirements for non-industrial buildings
 Energy System Division design review team shall be part of the Value
Assurance meetings
 Energy systems mainly include: heat exchanger network, cooling water
network, combined heat and power network, steam system, low grade heat
streams, heat recovery and power recovery network, building envelope,
HVAC, lighting, hot water services and appliances.
Applicability
A-type projects Applicable
B-type projects Applicable
C-type projects Applicable
C1-type projects Not Applicable
Responsibilities
Content
Section Description

.
Engineering analysis - Describes the key outcomes of the simulation model (optimization of
and simulation processes based on thermal efficiencies)
Outcomes
Key Impact - Describes the impact of the simulation results on the process/facility
configuration and systems design
Conclusions and - Outlines the key recommendations and takeaways from the model, and
Recommendations describes a high-level plan going forward to improve the energy efficiency
of the facility
References
SAEP-367 Value Improvement Practices Requirements
SAEP-42 Capital Projects Energy Efficiency Optimization
SAES-A-502 Combined Heat & Power Complex Systems Optimum Design
SABP-A-005 Energy Assessment Methodology for Energy Efficiency Optimization
SAES-A-503 Energy Efficiency Non industrial buildings
SAES-A-504 Energy Efficiency for Residential buildings
SABP-A-052 Non-Industrial Energy Use Intensities (EUI)

SABP-K-004 Non-Residential Buildings Energy Audit Procedures
SABP-K-006 Residential Buildings Energy Audit Procedures
SABP-A-058 Recommended Consultants for Industrial/Non-Industrial Energy
Assessment Studies
Glossary
deliverable
Appendices
Appendix Name Use
A Value Assurance Checklist for
To be used by Value Assurance upon
Energy Optimization Study receiving the document to ensure proper
completion
A. Value Assurance Checklist for Energy Optimization Study
Project Title
Project BI Code
Deliverable Name Energy Optimization Study
Date of Completion
Date of Acceptance
Deliverable Waived?

.
Verification of Function involvement (as of Verified? Notes

RAPID)
Input (I)
Agree (A)

Project Information
Simulation Outcomes
Key Impact
Conclusions and Recommendations

Facilities Security Assessment Report

(FSAR)
8 December 2015
Document Responsibility: Capital Program Efficiency Dept. Facilities Security Assessment (FSAR)
Contents
Facilities Security Assessment Report (FSAR) ....................................................................................... 1
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 1

The Facilities Security Assessment Report identifies the security needs and requirements related
to facilities, and proposes the necessary security items to be implemented.
Definition
The security needs are analyzed, proper security diagrams are drawn, and specific items are
identified to be implemented to meet the security needs. The main components of the document
include the following:
 Background Information
 Security Analysis
 Security Diagrams
 Recommendations
Purpose at Gate
The purpose of the Facilities Security Assessment Report at Gate 2 is:
 To ensure all security issues have been identified;

 To ensure the security needs of the facility have been properly addressed through any
additional significant security requirements.
Responsibilities
Content
Section Description
Background - Provides the necessary background information on the project, and if a
Information contractor is involved, significant additional information is provided
(including interpretation, tender submissions, design and management
responsibilities, security documents, control of quality, installation, systems
integration, inspection and testing, maintenance contracts, and handover)
Security Analysis - Reviews the security needs of the facility, including:
o Threat level
o Need for walled areas
o Entry points
o Utilities
o Residences
o Vehicular and pedestrian circulation
o General building security

o Plant networks and security requirements
Security Diagrams - Reviews the security requirements in a sketch format (showing multiple
options if available)
Recommendations - Provides specific items to implement to attain the necessary security for the
facility

Facility Security Assessment for IT

(FSA)
8 December 2015
Document Responsibility: Capital Program Efficiency Dept. Facility Security Assessment for IT (FSA)
Contents
Facility Security Assessment for IT (FSA) .............................................................................................. 1
Definition................................................................................................................................................. 3
Purpose at Gate ...................................................................................................................................... 3
Content .................................................................................................................................................... 3

The Facility Security Assessment for IT deliverable is a document that describes the assessment
of existing facility IT systems in order to identify risks and vulnerabilities.
Definition
The assessment also outlines the organizational and technical measures / solutions to put in place in order
to ensure full security to data and systems. The main components of the Assessment include the
following:
 Introduction
 Existing Facility IT Assessment
 Measures and Solutions
Purpose at Gate
The purpose of the Facility Security Assessment for IT at Gates AS and 2 is:
 To verify that all the measures aiming to ensure full IT security are identified;
 To verify the proper organizational and technical solutions are identified.
Responsibilities
Content
Section Description
Introduction - Brief description of project’s scope, existing and proposed
facilities
Existing Facility IT - Analysis of:
Assessment o IT Systems
o Data Storage
o Networking (LAN, WAN)
o Monitoring Systems
o Backup and Recovery Systems
o Disaster Recovery Systems
o Other IT Systems (SACS, etc…)
- Identification of critical issues / vulnerabilities
Measures and - Description of organizational and technical solutions in
Solutions order to fix the identified vulnerabilities
Front End Loading (FEL) Page 4of 2

Land Use Permit

8 December 2015

Contents
Land Use Permit ......................................................................................................................................... 5
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 1

Document Responsibility: Capital Program Efficiency Dept. Land Use Permit
The Land Use Permit (LUP) is a document required to ensure that the site selected for the project
will be available for use. It aims that all required permits (internal and external) have been
identified and approved.
Definition
The Land Use Permit (LUP) is to be completed in two phases. The LUP (Initial) is to be started in
the Study phase, while the Land Use Permit (Approved) is in the DBSP Phase when approval is
expected to be complete. The approved LUP should be obtained before issuing the draft Design
Basis Scoping Paper (DBSP) for review. This LUP should be tentatively approved to confirm that
there is no conflict regarding ownership of the designated site for the proposed facilities. The
LUP should also be included in the draft DBSP for review and the final DBSP issued for approval,
as it may have specific conditions to be met.
Purpose at Gate
The purpose of the Land Use Permit at Gates AS and 2 is:
 To ensure that the required steps are being taken for proper site selection by considering
legal aspects such as land ownership;
Responsibilities
Content
Section Description
Land Use - List of required permits and status
Permit - The Land Use Permit is a standard document outlining general land-use guidelines
Request (e.g. setbacks, landscaping, etc…) and other specific conditions.
(Study - Request for land use must be sent to the appropriate authority (either Saudi Aramco
or the Saudi Government)
phase)
- Additional work should be performed in relation to land use if there are exceptional
circumstances, for instance if the facility includes power stations, then a Ground
Potential Rise (GPR) study shall be conducted. The study will insure that no
communications cables are near the power substations (as requested by SAE-T-903
and SAES-T-887) to avoid any safety concern regarding flowing current that may
result in personal fatality or property damage.

Document Responsibility: Capital Program Efficiency Dept. Land Use Permit
Land Use - List of required permits approved

Permit - The land use permit must be approved by the appropriate authority (either Saudi
Approval Aramco or the Saudi Government)
(DBSP - The LUP must be approved based on similar conditions as that which will be detailed
in the DBSP deliverable, with no additional conditions appended to the DBSP
phase)
- Team must ensure that the LUP has sufficient validity (in terms of years) to complete
the project design, in order for the project not to be put on hold in later phases due
to an expired LUP

Operational Readiness Plan Strategy

(ORP)
8 December 2015
Document Responsibility: Capital Program Efficiency Dept. Operational Readiness Plan Strategy (ORP)
Contents
Operational Readiness Plan Strategy (ORP) .......................................................................................... 1
Definition................................................................................................................................................. 2
Purpose at Gate ...................................................................................................................................... 3
Content .................................................................................................................................................... 3
The Operations Readiness Plan (ORP) ensures that Facilities are designed, built, commissioned
and started up taking into account lifecycle Operations requirements. This will lead to a safe, cost
effective and quick ramp up to target production levels. ORP will ensure that facilities are ready
for reliable production at the handover of ownership from the Project Team to the Operations
team and into the first period of production.
Definition
The ORP describes how the “project” will transition into an “operating facility” and what
“operational-type” steps must be taken along project planning and execution path to have a
flawless start-up and initial operations.
The ORP includes, but is not limited to, development of:
 Operations and maintenance organizations

 Hiring and development plan for required resources
 Operations and Maintenance strategies
 Health, Safety & Environment (HSE) Management
 Commissioning and Start-up plan
 Interface plan with EPC and other contractors and vendors
The Project Sponsor verifies that a plan has been defined to address and anticipate all operational
readiness issues and associated risks and how they are all addressed early in the project and
updated/managed along the way.
The Senior Operations Representative is the day-to-day developer and driver of the ORP and it
is their guide across all Phases of the project that will lead them through a successful start-up and
operations.
Purpose at Gate
The purpose of the Operational Readiness Plan at Gates 1, 2, and 3 is:
 To verify that a plan has been defined to address and anticipate operational readiness
issues (for Gate 1);
 To ensure the project’s development activities are comprehensive of those initiatives and
resources which allow for optimization of operations and maintenance (O&M) costs (for
Gates 2 and 3).
Responsibilities
Content
Section Description
FEL 1  Describes what will be done to develop the ORP across each Phase of
Business the project and outlines Table of Contents with some early writing in
Case Phase the sections that are already known at this time

 Provides high level operability and maintainability assessment,

manpower planning, potential risks, IT systems and data readiness,
supply chain readiness, and HSE
FEL 2 DBSP  The main components of the ORP include:
Phase o Operational Planning: Describe and integrate all the elements
that will lead to operations in terms of personnel, HSE,
operations and maintenance procedures, introduction of
feedstock, quality assurance and control, etc.
- Define maintenance-related activities/deliverables that will be
affected by operations (e.g. the VIP Design for Maintainability and
Predictive Maintenance workshops that are held in key Phases of
the project)?
- Ensure that all elements of operational planning are clear in
project estimates and budgets as well as project schedules
- Describe and plan for how major equipment planning,
design/procurement affect various operational aspects of the
facility.
- Reference major, critical events and define how they contribute to
operational excellence, e.g. HAZOPs, Plot Plan arrangement
decisions, etc.
- Outline the systems, e.g. all process systems, information
technology systems (including communications, SCADA, etc.)
o Risk: Identification of risk that can affect any stage of the project,
thus affecting start up and operations as well as outlining
mitigation actions
o Organization: Define the operating organization in terms of:
- Operation manpower required during project phases and
operations
- Mobilization plan for operations personnel
- Training plan for operations personnel
o Maintenance: Determine expected levels of maintainability and
drive the maintainability requirements into the designs with
total installed cost and lifecycle costs as key considerations tied
to overall operability
o Pre-Commissioning, Commissioning and Start-up:
- Describe how the operations organization will be involved in the
Pre-Commissioning activities and how Pre-Commissioning will
transition into Commissioning
- Define the Commissioning Plan
- Explain the strategy for Start-up tying it to the VIP Planning for
Start-up
o Support for Operations: Describe all facility support functions
and their integration with operations (HSE, plant engineering,
utilities, energy management, etc.)
After FEL 2 Each subsequent reference to the ORP is to “Update” it as the project
DBSP Phase progresses. For example:
FEL 3 Project Proposal:
 Start-up sequencing, e.g. outlining clear requirements of what will
be done in Detailed Design, such as start-up sequencing plan with
phases and boundaries, etc.
 Outline of what operations will carry out in each phase.
 Others are detailing all parameters of shutdowns and other
applicable major events like outlining vendor assistance, etc.
 Etc…
Execution Phase (Detailed Design):
 Develop the start-up sequencing plan with a clear breakdown of
the facility into start-up phases and associated systems, etc.
 Outline the prerequisites actions, documentation and steps to be
carried out by operations (initial start-up procedures of each
phase), etc.
 Estimate schedule duration and manpower for all commissioning
and start-up activities, etc.
 Commodities requirements for vendors, etc.
 Etc…

Plot Plans
8 December 2015

Contents
Plot Plans ..................................................................................................................................................... 6
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 1

Document Responsibility: Capital Program Efficiency Dept. Plot Plans
The Plot Plans provides a drawing describing the location of the proposed / existing facilities, as
well as the interfaces among them.
Definition
The Plot Plans is a document which is developed in FEL 2 – DBSP phase. The main components
of the document include the following:
 Introduction
 Plot
 Technical Notes
Purpose at Gate
The purpose of the Plot Plans at Gate 2 is:
 To verify that the necessary drawings of the proposed and existing facilities completed
and included;
 To verify that technical specifications are consistent with project requirements.
Responsibilities
Content
Section Description
Introduction - Description of the project’s plot plans and consistency compared to the project’s
specifications and constraints
Plot - Drawing including facility and equipment location on the selected site (a
schematic with dimensions and measurements)
- If the drawings are provided in software format, provides details regarding the
minimum computing requirement and software compatibility
Technical - Location coordinates
Notes - Drawing scale
- Reference drawings (including Title, Plant, Drawing N°)
- Revision Data
o Version number
o Date

Document Responsibility: Capital Program Efficiency Dept. Plot Plans
o Preparation
o Revision
o Approval

Preliminary Hazards Analysis

8 December 2015

Contents
Preliminary Hazards Analysis ................................................................................................................. 3
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 1

Document Responsibility: Capital Program Efficiency Dept. Preliminary Hazard Analysis
The Preliminary Process Hazard Analysis (Workshop) is a meeting conducted to identify
potential large scale hazards and accidental events early in the design of the project.
Definition
The hazards are evaluated based on severity, and recommendations are made to mitigate them.
This is undertaken in the DBSP phase while there is sufficient time to make modifications in the
design. The main components of the document include the following:
 Preliminary Hazard Analysis
 Preliminary Hazard Analysis Workshop
 Hazards, Risk Ranking, and Recommendations
Purpose at Gate
The purpose of the Preliminary Process Hazard Analysis (Workshop) at Gate 2 is:
 To ensure all potential hazards have been identified and analyzed;

 To ensure a mitigation plan has been put in place to cover sever hazards.
Responsibilities
Content
Section Description
Project Overview - Provides brief background information on the project and details the
Saudi Aramco standards/material system specifications, industry
standards, and other references used in support of the analysis
Preliminary Hazard - Highlights the objectives and methodology of hazard analysis,
Analysis including the ranking scheme and severity definition
o Includes access and evacuation data in the hazard analysis
Preliminary Hazard - Outlines the details of the workshop (time, date, attendees, topics,
Analysis Workshop etc…)
Hazards, Risk Ranking, - Details the hazards identified in the workshop, their ranking based
and Recommendations on the severity and likelihood levels, recommendations to mitigate
these hazards, and where the responsibility falls to accomplish this

FEL 2 DBSP- Procurement Strategy

and Material Procurement Plan
(EMS)
8 December 2015

Contents
FEL 2 DBSP- Procurement Strategy and Material Procurement Plan (EMS) .................................... 2
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 2
Content .................................................................................................................................................... 2
Procurement Strategy and Material Procurement Plan describes the potential strategies for the
different procurement options available including:
 how the major equipment and materials for the project will be procured and their
movement;
 Identification and evaluation of major surplus equipment and excess materials that are
currently available within Saudi Aramco’s inventory for potential use on the proposed
project;
 Should define the proposed procurement and traffic responsibilities of Saudi Aramco and
the Contractor(s);
 Details the various strategies that could be used to source equipment and materials
through consideration of consolidation of material procurement across like projects to
realize economies of scale, standardization of equipment and materials and the total cost
of ownership from design, installation/commission through to maintenance contracts;
o The above should form a part of the initial review and strategy development
within FEL 1 and FEL 2 Study phase.
 Should take into consideration the guidelines of SAEP-125, Saudi Aramco Engineering
Standards, SAEP-341, Life Cycle Cost and the Saudi Aramco Procurement Manual
 Should address the use of existing Corporate Purchase Agreements (CPAs)
Definition
Procurement Strategy and Material Procurement Plan key components include the following:
 Initial

.
Document Responsibility: Capital Program Efficiency Dept. EMS 4
o Project Background
o Exceptional Items
o Current Aramco Inventory
o Potential Utilization
o Procurement Strategies
o Recommendations
 Final
o Project Background
o Exceptional Items
o Procurement Plan
Purpose at Gate
The purpose of the document is:
 To identify the main strategies that can be used for procurement of equipment and
materials ensuring that the methods for procuring the necessary equipment and materials
have been detailed
 To verify the procurement needs for the project; including analysis performed to ensure
that:
o All equipment and materials available have been analyzed for use in the proposed
project;
o The alternatives have been identified (including using existing company
inventory).
 To ensure clear identification of long lead items.
 To identify the maximum cost-effective procurement strategy taking into account
consolidation, standardization and total cost of ownership.
Responsibilities
Content
Procurement Strategy and Material Procurement Plan (Initial).

.
Section Description
Project - Provides important project background information that highlights the main
Background procurement requirements for the project (description of equipment and materials
necessary for the proposed project)
Exceptional - Highlights those items (i.e. long lead items) that require special early attention from
Items a procurement perspective in order to avoid delays in project execution
Current - Outlines the current surplus inventory at Aramco
Aramco
- Determines whether the surplus inventory at Aramco can potentially be used for
Inventory
the proposed project as an alternative to external equipment and materials
and procurement
potential
utilization o Methods of transferring equipment should be performed as per Saudi
Aramco standard procedures
o Also details the level of vendor support
- Also determines if the project will be able to salvage equipment to send to either a
warehouse, to be used for a future project, or support existing equipment
Procurement - Details the various strategies that could be used to source equipment and materials,
Strategies including internal sourcing (using existing inventory), external sourcing, and
external sourcing via a contractor
Recommend - Provides a recommended strategy for procurement of materials (to be used and
ations detailed further in the Project Proposal Phase)
Procurement Strategy and Material Procurement Plan (Final)

Section Description
Project - Provides important project background information
Background
Exceptional - Highlights those items (i.e. long lead items) that require special early
Items attention from a procurement perspective in order to avoid delays in
project execution

.
Procurement - An initial plan must be developed covering how to complete the following
Plan items:
o Purchasing requisitions
o Requisitions for quotation
o Participation of Saudi suppliers and manufacturers
o Technical and commercial bids evaluation
o Bid receipt/opening, short lists
o Technical appraisals
o Purchase order award determination
o Contractor’s purchase order
o Saudi Aramco purchase order number
o Vender order acceptance
o Expedition
o Vendor inspection
o Expedition and handling of vendor documentation and data
o Meetings with vendors
o Certification of compliance of vendor materials
o Transportation activities
o Subcontract administration
o Periodic procurement reports

Project Charter
8 December 2015

Contents
Project Charter ............................................................................................................................................ 5
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 2
Appendices ............................................................................................................................................. 3

Document Responsibility: Capital Program Efficiency Dept. Project Charter
The Project Charter is a detailed project description that outlines the project’s business objectives
and provides certain parameters and project planning information necessary to deliver a
comprehensive understanding of project issues and outcomes. It encompasses not only the
project objectives, but also expected benefits and risks, identification of viable alternatives and
rationale for performing the project (compared to other potential projects).
Definition
The approved Project Charter formally initiates the project. The Charter provides stakeholders
and decision makers the information necessary to ensure a common and sufficient understanding
of the project objectives and the work to be accomplished to deliver the new facilities. It delineates
responsibilities and aims to obtain commitment from all personnel involved in the project. It
serves as a reference for project and facilities performance measurement, based on key objectives,
targets and outcomes. The components of the document include the following:
 Project Scope
 Roles & Responsibilities
 Limitations
 Timeline & Milestones
 Success Factors
Purpose at Gate
The purpose of the Project Charter at Gates 1, 2, and 3 is:
 To ensure that the key elements of project management have been identified (such as
objectives, roles and responsibilities, scope, limitations, success factors, etc…);
 To ensure the charter has been properly updated to match new developments in project
cost, scope, and schedule.
Responsibilities

Content
FEL 1: Business Case: Initial
Section Description
Project Overview Provides important background information on:
- Project Purpose; what is the project setting out to accomplish in support of
the organization’s strategy?
- Project objectives; what are the major business objectives that will be met in
order to implement the vision? What are the net benefits that would likely be
realized, expected life cycle costs, impact on Saudi Aramco’s manpower and
net direct expenditures (NDEs)
- Should address the alignment between the proposed project and the
company’s Investment and Master Plans
- Should address any synergies between the proposed project and other
ongoing and/or future projects
- Should describe the economic value of the project, major risks and potential
impacts, and develops a preliminary economic model for each viable
alternative
Project Scope - Details the scope of the project, including information on the current
situation and ongoing initiatives, should address new work, technology,
processes, applications and/or locations involved or affected by this project
- Project Deliverables; what are the major elements that will be delivered to
meet the scope, objectives and purpose of the project?
Roles & - Defines the roles and responsibilities of the stakeholders involved in the
Responsibilities project planning process, including accountabilities and checks and balances
- Outlines the members of the project team (including project sponsor and
project leader) as well as their roles and responsibilities
Limitations - Outlines any foreseeable limitations for project success
- Identify any known risks (including current issues) that could impact the
project along with their likelihood of occurring, impact on the project and
mitigations
Timeline & - Highlights the key phases or milestones and timeline of the project going
Milestones forward
- Project Plan; overview of how the project will be implemented, including
strategy
Success Factors - Outlines the key success factors for the project, including targets and
outcome expectations
- Summarizes the key questions to address for the project, including how to
define the baseline and metrics
The Project Charter is updated only when we learn something new or conditions change.
FEL 2: Study: Updated

In the Study Phase, any significant changes to the project previously defined need to be
articulated, particularly if such a change may increase costs, schedule or have other significant
impacts upon the whole project.

FEL 2: DBSP: Updated

Updates in the DBSP Phase, need to focus on requirements as per the Study Phase, in addition if
no significant changes, ensure that the Scope is updated and realistic, particularly in relation to
economic value that supports the business case and the economics evaluation of the alternatives.
FEL 3: Finalize FEL: Final
Update as per FEL 2 above, and in particular focus upon the final business case economics to
determine if they have altered, and if any changes ned to be taken into consideration.
Appendices
Appendix Name Use
A Value Assurance Checklist To be used by Value Assurance upon receiving the
for the Project Charter document to ensure proper completion

Project Close-Out Report

7 December 2015
.
Document Responsibility: Capital Program Efficiency Dept. Project Close-Out Report
Contents
Project Close-Out Report .......................................................................................................................... 1
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 2
References ............................................................................................................................................... 4

.

This document provides an overview of the Project Close-Out Report document together with
the definition of the relevant contents to be developed. The objectives of the document are:
 To ensure the development of the required contents

 To provide clear responsibilities in the development of the document (RAPID)
 To provide a readiness checklist template for the Assurance Review
Compliance with the definitions and instructions contained in this document are required to
ensure a quality development of the deliverable. If there is a change in the content of a deliverable
after it has been approved at a Gate or Checkpoint, the team must go through the relevant
processes outlined in the Gate Operative Manual.
Deliverable-Specific Objectives:
The Project Close-Out Report deliverable is a document providing comprehensive, consistent and
reliable historical project information describing all project phases. Progressive (phase wise)
Project closeout reports are generated in accordance with SAEP-329 - “Project Close-out Report”.
Definition
The main components of the document include the following:
 Deliverables Checklist
 Project Summary
 Cost and Man-hours
 Schedule and Staffing Profile
 Material
 General
 After Action Review Meeting Minutes
Purpose at Gate
The purpose of the Project Close-Out Report is:
 To provide information as a basis to support the planning, appraisal and execution of the
following projects.

.
Responsibilities
Content
Section Description
Project Summary - The Executive Summary includes:
- BI and Department Representatives information
- Project Execution Plan (PEP): a copy of the of the PEP that are prepared and
approved as per SAEP-12
- ATP Capital Efficiency’s implemented deliverables (copy), such as
Opportunity Statement, Sponsor Nomination, Due Diligence Report, List of
the approved Deliverable Waiver Requests, Project Charter, Operational
Readiness Plan, Target Setting, Assurance Review Reports (including Peer
Review Reports) etc.
- Design Deficiencies matrix
- Logs of approved Scope Change(s), Project Change Request(s) and Change Order(s)
- Summary of Achievements and Successes: Attach list of achievements and successes
experienced by the project. Briefly describe the project’s accomplishments and
compare to the initial scope, baseline cost, schedule, and the original premises for
financial evaluation. In addition, address any special project execution techniques, if
applicable
- Major Issues: Attach list of major issues with concise narratives encountered during
the phase, i.e., issues related to site access, constructability, historical landmarks,
obstructions during excavation, etc.
- Value Improvements Practices outcome implementation reports
- Contractor(s) Performance Evaluation Report(s): Provide end-of-phase
Performance Evaluation Report for each engineering contractor. In addition,
include a narrative to address each contractor's performance in schedule, cost,
quality, and safety. Also, provide a copy of the performance evaluation report
for the engineering contractor(s) at the 90% construction stage (submission at
MC) as viewed from the Construction Agency’s perspective.
Also, provide a copy of the performance evaluation report for the engineering
contractor(s) at the 90% construction stage (submission at MC) as viewed from the
Construction Agency's perspective.
- Average Project Quality Index from contract award to final MCC and log of Non-
Conformance Reports
- Average Project Safety Index from contract award to final MCC
- Copies of the following reports and certificates:
o Final Project Planning Update Report (PPU)
o Preliminary Engineering Statistics Report (PES)
o Monthly Project Update Report (MPU)
o Detailed Engineering Statistics Report (DES)
o Project Completion Schedule (PCS)
o Mechanical Completion Certificate

.
o Performance Acceptance Certificate

Cost and Man- - For each contract and/or contractor location (IK/OOK), phase-wise total
hours planned and actual costs and man-hours information for the Construction
Agency (including SMP, Project Management Contract, etc.). The total cost
should include labor, vehicles, aircraft costs, business trips, consumable or
non-consumable office supplies or material and other Construction Agency-
associated charges for the project.
- Planned and actual costs and man-hours information for each Contractor
(including engineering contractors) involved in the project. All costs and man-
hours associated with change orders, manufacturer bid equalization,
commissioning assistance, surplus material, stand by time/delay costs,
incidental services, or any other payments incurred by the contractor toward
the execution of the contract should also be accounted for.
o
Schedule and - Planned and actual key milestone dates for all FEL, execution and handover
Staffing Profile phases. Include reasons for variances where planned and actual milestone
dates differ.
- Critical Path Method (CPM) work schedules including approved original
schedule, approved revised baseline schedules, and last updated schedule for
the Project Proposal, Engineering, Procurement, and Installation and
Commissioning (EPIC) stages.
- Construction Agency (including SMP, PMC etc.) and contractor’s monthly
planned and actual man-hours and histogram/staffing profile with table
indicating discipline and the consolidated total man-hours associated with the
for the Project Proposal, EPIC stages.
Material - Cost
o Direct charge material
o SAMS material
o Contractor Supplied material
- Volumes
o Quantity Metrics providing data related to the quantities of the main
equipment and bulk materials acquired, finally installed and used
within the project
- Schedule
o Engineered material / equipment duration (Long Lead)
o Attach electronic copy of the latest DC material status report
General - Waivers log (if applicable) which contains the approved waivers (see SAEP-
302) that allow non-compliance to the Mandatory Saudi Aramco Engineering
Requirements (MSAERs).
- List of:
o Permits (environmental, land use, or other critical safety or regulatory
compliance permits) required for the project
o Licensor agreement(s), if applicable, and deliverables list of the
agreement. Also provide recommendations about the appropriate
timing for the award of Licensor agreements relative to the timing of
the Project Proposal contract and any best practice that could be useful
to other projects.
- Project Records Archiving and Disposal
.
o Project Records archiving and disposal. Provide a directory of where

vital project data and documents produced during the project cycle are
stored or archived and the archival point of contact (if applicable), per
the requirement of SAEP-122.
After Action - Provide minutes of the After Action Review (AAR) meetings in conjunction
Review Meeting with Lessons Learned Collection sessions (see SAEP-367) to be held at:
Minutes o Project Proposal completion
o Mechanical Completion
- The purpose of these meetings is to identify and record lessons learned that
could be used to improve the planning and execution of future projects.
References
SAEP-329 Project Closeout Reports

Project Execution Plan (PEP)

8 December 2015

Contents
Project Execution Plan (PEP) .................................................................................................................... 5
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 2
References ............................................................................................................................................... 3

Document Responsibility: Capital Program Efficiency Dept. Project Execution Plan (PEP)
The Project Execution Plan (PEP) is a strategic planning document that defines objectives, plans,
requirements and related information necessary for optimum project execution. It is a master
reference guide that promotes common understanding and alignment of all project participants.
Definition
The PEP serves as a communications and coordination tool that formally establishes the Project
Manager’s front-end project planning, with emphasis on identifying issues critical to project
success and defining strategies to address these issues.
In one comprehensive document, the PEP relates the approved project scope with contracting
and material procurement plans, cost information, summary schedules, value practices
implementation, risk management, departmental responsibilities, and SAPMT staffing
requirements. The main components of the document include the following:
 Project Summary
 Procurement & Construction
o Contracting Strategy
o Material Procurement Plan
o Pre-Commissioning, Commissioning, and Start-up Plan:
 Management
o Project Cost
o Project Schedule
o Project Organization and Interfaces
o Project Safety and Environmental
o Contractor Saudization Plan
o Maximizing In-Kingdom Engineering, Procurement and Construction Work
o Projects within Existing Facilities (Non-Grass Roots)
o Areas of Concern
Purpose at Gate
The purpose of Project Execution Plan at Gates 1 and 2 (and to be considered for PPA) is:
 To ensure that the key elements of the execution plan have been outlined and developed
and a strategy has been outlined to implement that plan;
 To ensure the development of a detailed methodology for the PEP has been developed
and an analysis performed on how the project objectives will be met.
Responsibilities
Content
Section Description
Project Summary - Provides a brief synopsis of the objectives, scope, and current progress
status of the project
Procurement & Construction
Contracting Strategy - An overall execution plan for the contracting strategy is highlighted,
which addresses all aspects of the work that must be developed and
presented to management at an early stage of every project.
Material Procurement - An overall execution plan for material procurement, which addresses
Plan project material requirements, their procurement and movement. It
should define the proposed procurement and traffic responsibilities of
Saudi Aramco and the Contractor(s).
Pre-Commissioning, - An overall execution plan for the startup plan, which addresses the
Commissioning, and roles and responsibilities of key persons and organizations, as well as
Start-up Plan: the timing of startup planning and execution activities.
Management
Project Cost - An overall execution plan for the Preliminary Engineering Funding
and Prior Approval Expenditure Request (PAER) Funding
requirements (if applicable), and plans for the final estimate
preparation. Also, describe the project budget amount and provides a
summary of its major elements of engineering, material, and
construction if available.
- Describes the basis of the current estimate and identifies any critical
cost items that will require special attention to avoid cost overruns (to
be updated continuously as estimates are updated)
- Captures any special contract/services the company may have, such
as with SEC, to complete the project.
- Describes the strategies to be utilized to ensure effective cost control
and accurate cost reporting throughout the project
Project Schedule - Describes the summary logic, interdependencies and contracting
strategy used to develop the Project Milestone Schedule. Identify
critical risk items, long lead equipment delivery durations and any
other factors that could result in potential schedule delays.
- Progress measurement and control
Project Organization - Details the project team for each major phase of the project and
and Interfaces provides relevant organizational charts
Project Safety and - This section includes Hazard and Operability (HAZOP) Studies,
Environmental Environmental Assessment, Project Safety program
Contractor Saudization - Addresses what actions will be taken to promote and support the
Plan hiring and training of Saudi Arab personnel by contractors working on
the project

Maximizing In- - Addresses what actions will be taken to promote maximizing the IK
Kingdom Engineering, engineering, procurement and construction work. Also, address the
Procurement and feasibility of performing portions of any planned LSTK OOK design
Construction Work work IK
Projects within Existing - Addresses what actions will be taken with regards to upgrade
Facilities (Non-Grass renovation or addition to existing facilities in the following areas:
Roots) o Design and site investigation work required during the project
proposal development and detail design phases to determine
as-built condition of existing facilities.
- Risk assessment for items that may impact the project cost estimate
Areas of Concern - Includes those items which might not be addressed by the sections
above, but due to the nature of the project, should be highlighted to
top management
References

Project Interface Plan (PIP)

8 December 2015

Contents
Project Interface Plan (PIP) ....................................................................................................................... 4
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 1
References ............................................................................................................................................... 2

Document Responsibility: Capital Program Efficiency Dept. Project Interface Plan (PIP)
The Project Interface Plan identifies and details the interfaces among existing and new facilities
and among contractors.
Definition
The Plan provides oversight of the interactions and information flow between the major
contractors. The main components of the document include the following:
 Interface Roles & Responsibilities
 Contractor Scopes of Work and Interfaces
 Master Interface Register
 Interface Management Process
Purpose at Gate
The purpose of Project Interface Plan is:
 To ensure interfaces within the project have been properly identified;

 To ensure the scope of work has been divided appropriately based on these interfaces;
 To ensure proper communication of these interfaces to contractors.
Responsibilities
Content
Section Description
Project Information - Summary of important project background information
Interface Roles & - Reviews the roles and responsibilities between contractors for interface
Responsibilities systems
- Identifies other government/public and private organizations (such as
SEC, SSSP, airport authorities, etc…) and their roles and responsibilities
Contractor Scopes of - Covers the division of work between the different contracts associated
Work and Interfaces with the project
Master Interface - Lists the interface points (IPs) and is the primary system used to control
Register engineering and data associated with physical interfaces

Document Responsibility: Capital Program Efficiency Dept. Project Interface Plan (PIP)
Interface - Details the Interdependency Schedule (given to contractors to be aware

Management Process of future requirements of other contractors), and the Interface Execution
Plan (describes how contractor will implement the interface scope of
work)
- This section includes details on the Interface Query Process, Interface
Meetings, and Interface Agreements
References
SAES-A-202 Saudi Aramco Engineering Standard
SAEP-127 Security and Control of Saudi Aramco Engineering Data
SAEP-334 Certification and Submittal of Saudi Aramco Engineering Drawings

Project Proposal Package (PPP)

8 December 2015

Contents
Project Proposal Package (PPP) ............................................................................................................... 3
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 2
References ............................................................................................................................................... 4

Document Responsibility: Capital Program Efficiency Dept. Project Proposal Package (PPP)
The Project Proposal Package establishes the advanced engineering scope and design
necessary for use in contract procurement and bid evaluation, cost estimate basis and schedule
for a proposed facility from the requirements included in the Design Basis Scoping Paper (DBSP)
and the approved Project Execution Plan.
Definition
The areas covered include the proposed facility design, general layout and the appropriate
functional and performance specifications, including the published applicable standards &
codes. Project Proposal shall be of sufficient detail to prepare a cost estimate with ±10% accuracy,
provide sufficient technical information for Saudi Aramco review and (where applicable) provide
sufficient information to obtain detailed engineering, procurement and construction contract
bids. The main components of the document include the following:
 Project Overview & Design

o Project Summary
o Project Description
o Communication Requirements
o Drawing Index and Drawings
o Project Quality Plan
o Materials & Equipment List
 Studies
o Required Studies & Assessments
o Environmental Impact Assessment
o Building Risk Assessment
o Fire Risk Assessment
 Other
o Scheduling & Estimating Requirements
Purpose at Gate
The purpose of Project Proposal Package (to be considered at PPA) is:
 To ensure that the project design is ready for finalization and execution through the
preliminary engineering design;

Responsibilities
Content
Section Description
Project Overview & Design
Project Summary - Provides a history of the existing conditions, brief discussion of the
proposed facilities and their justification, and outlines project
objectives, scope, and schedule
Project Description - Provides scope and design information that establishes the
performance specifications for facilities; typically includes the
following:
o Facility/plant layout and location
o Facility/process description, design basis and
performance specification
o Major mechanical, electrical, and utility requirements
(type and quantity)
o Temporary and permanent on-plot and off-plot facilities
o Site survey, topography and soil data (Geotechnical
Investigation)
o Demolition and modifications to existing facilities/plants
o Operating variables
o Corrosion control
o Impact on and interface with other related projects
o Security, fire protection & safety provisions (if required,
Hazard Identification Plan of Major Hazards, fire hazard
zone drawings, and fire system layout drawings)
o Communications, including government approvals if
required
o Control systems (including SCADA) provided with Control
System Block Diagram or System Architecture,
instrument index, instrument cable routing and I/O count
breakdown
o Project Execution Plan/Schedule
o Training requirements
o Land use permits for new facility sites or addition of
facilities within existing plants.
o Strategy for project compliance with Project Quality Plan
requirements
o Process & utilities system definition and turnover sequence
o Piping, electrical and control system tie-in /hot tap plan.
o Site Investigation Report
o Commissioning and Start-up Plan

Communication - Outlines both temporary (during construction) and permanent
Requirements communication systems
- As procurement approval for radio frequencies and materials
involves long lead times, communication systems require early
identification and coordination
Drawing Index - Provides drawings that define the scope of the project and key
and Drawings drawings such as Process Flow Diagrams (PFD), Piping and
Instrumentation Diagrams (P&ID), plant and equipment layouts,
electrical one-line diagrams, etc…
Project Quality - To be covered and supported by the Project Proposal Package sub-
Plan deliverable “Project Quality Plan”
Materials & - Description of project’s specifications
Equipment List - Existing Materials & Equipment
o Outlines the materials and equipment required for the project
that have already been covered by existing Saudi Aramco
Inventory
- New Materials & Equipment
o Provides a rationale for requiring new materials and equipment
o Details the type(s) of materials
o Details the type(s) of equipment
o Highlights those items that are long lead items and novated items
o Discloses the level of support provided by vendors and
manufacturers
Studies
Required Studies - Provides the studies & calculations necessary to be developed
& Assessments during Project Proposal (i.e. ETAP study, HAZOP study, process
simulation, environmental dispersions, etc.) based on project needs
- All required engineering studies, including those defined in
DBSP, must be carried out regardless of contracting strategy
adopted, e.g., LSTK, LSPB, etc.
Environmental - To be covered and supported by the Project Proposal Package sub-
Impact deliverable “Environmental Impact Assessment (Final)”
Assessment
Building Risk - To be covered and supported by the Project Proposal Package sub-
Assessment deliverable “Building Risk Assessment (Final)”
Fire Risk - To be covered and supported by the Project Proposal Package sub-
Assessment deliverable “Fire Risk Assessment (Final)”
Other
Scheduling & - To be supported by the deliverable “Schedule Level III (Initial)” in
Estimating the Project Proposal Phase
Requirements

References
SAEP-13 Project Environmental Impact Assessments
SAER-5437 Guidelines for Conducting HAZOP Studies
SAEP-5437 Guidelines for Conducting HAZOP Studies
SAES-P-100 Basic Power Systems Design

Project Proposal Reviews Report

8 December 2015

Contents
Project Proposal Reviews Report ............................................................................................................. 2

Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 1
References ............................................................................................................................................... 2

Document Responsibility: Capital Program Efficiency Dept. Project Proposal Reviews Report
The Project Proposal Reviews (30-60-90%) is a structure review process of the Project Proposal
Package.
Definition
The Reviews occur three times during the development of the Project Proposal Package (at 30-60-
90% completion and at 90% completion). The main components of the document include the
following:
 Review Plan
 Review Meetings Outcomes
Purpose at Gate
The purpose of Project Proposal Reviews (30-60-90%) (to be considered at PPA) is:
 To ensure that the project design has been reviewed by stakeholders at the appropriate
times to ensure its proper development;
 To ensure value addition has occurred as a result of these review meetings.
Responsibilities
Content
Section Description
Review Plan - Outlines the details of the review meetings (schedule, attendees,
topics to be covered, etc…)
Review Meetings - Describes the key points of discussion of each of the three review
Outcomes meetings
- Describes the key outcomes of those meetings and the modification
plan, which explains:
o Items from the 30% and 60% review meetings to be
modified/fixed before the 90% review meeting
o Items from the 90% review meeting to be modified/fixed
before the approval of the Project Proposal

Document Responsibility: Capital Program Efficiency Dept. Project Proposal Reviews Report
References

Project Quality Plan (PQA)

8 December 2015
Document Responsibility: Capital Program Efficiency Dept. Project Quality Plan (PQA)
Contents
Project Quality Plan (PQA) ....................................................................................................................... 1
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 2

The Project Quality Plan is a document which outlines the principles, policies, and methodology
will be followed in regards to quality management.
Definition
The document highlights the quality assurance and quality control procedures that will be
followed by the contractor during construction (with specific information on inspection activities,
organization, staffing, etc…). The document identifies the processes required to realize project
goals in accordance with the quality policy, and defines specific components to be addressed
under a quality plan. It is used as a management tool to ensure that future work will adhere to a
certain quality standard. The sections of the deliverable are outlined below:
 Introduction
 Scope
 References and Acronyms
 Terms and Definitions
 Quality Management System
 Management Responsibility
 Resource Management
 Product Realization
 Measurement, Analysis, and Improvement
 Improvement
 Registered Document Holders
 Amendment Record
 Appendices
Purpose at Gate
The purpose of Project Quality Plan (to be considered for PPA) is:
 To verify the presence of a well-established set of policies and methods (quality

management) to maintain high quality work throughout construction;
Responsibilities

Content
Section Description
Introduction - Details the basis for creating the document, principles and
benefits of quality management and how it fits into Saudi
Aramco, and main use for the quality manual
Scope - General – details to which requirements the document has been
prepared in accordance with
- Application – clearly defines the product that the document is to
be applied to,
References and - References used in preparation of the Quality Manual with a list
Acronyms of acronyms found throughout the document
Terms and Definitions - Describes the terms used throughout the document (reliance is
placed on ISO 9000:2005 and 9001:2008 whenever possible)
Quality Management - General Requirements
System - Document Requirements
- Highlights risks/benefits/costs of under-quality or over-quality
outcomes
Management - Management Commitment
Responsibility - Customer Focus
- Quality Policy
- Planning
- Responsibility, Authority, and Communication
- Management Review
Resource Management - Provision of Resources
- Human Resources
- Infrastructure
- Work Environment
Product Realization - Planning of Product Realization
- Customer-Related Processes
- Design and Development
- Purchasing
- Production and Service Provision
- Control of Monitoring and Measuring Devices
Measurement, - General
Analysis, and - Monitoring and Measurement
Improvement - Control of Nonconforming Product
- Analysis of Data
Improvement - Continual Improvement
- Corrective Action
Registered Document - Documents the controlled and uncontrolled copies (i.e.
Holders controlled copies have been approved with an individual serial
number)

Amendment Record - Highlights the amendments to the document that have taken
place (amendment number, page number, revision from/to,
description of change, date, and authorized signature)
Appendices - Quality Policy Statement
- Quality Objectives
- Organization Chart
- Inspection and Test Plan
- Cross References

Proposed Integrated Staffing

Assignment (PISA)
8 December 2015
Document Responsibility: Capital Program Efficiency Dept. Proposed Integrated Staffing Assignment (PISA)
Contents
Proposed Integrated Staffing Assignment (PISA) ................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 1

The Proposed Integrated Staffing Assignment is a document that defines the necessary staffing
to perform the activities of the next Front End Loading phases (Business Case, Study, DBSP, and
Project Proposal, Finalize FEL phase) to ensure that resources for project development are
available.
Purpose at Gate
The purpose of the Proposed Integrated Staffing Assignment is:
 To verify if the proposed staffing is adequate to perform project activities in the next phase
 To verify if the resources required for the FEL development activities are consistent with
the project’s scope and schedule
Responsibilities
Content
Section Description
Project - Brief description of the project
Description
Resources - Definition of number of resources to perform the activities of the next Front End
Loading phases (Business Case, Study, DBSP, Project Proposal, Finalize FEL
phase) detailed by:
o job role/skills
o internal vs. external
o phase
- Full-time or part-time (% to be defined)
- Duration of the assignment (in months/years or for length of project)
Job - Job descriptions:
Description o General information
(to be  job description, job title, alternative job title, functional role level
developed  Reporting line
o Role definition
only for the
 Includes the expected main activities and accountabilities for the
following job position (e.g. accountabilities for deliverables…) job position
Phase and for interfaces (superiors, reporting staff, other internal and external
current Phase interfaces, etc…)
for Business o Qualifications
Case )

 Details any formal academic/professional training and official

certification requirements for the jobholder and other relevant
training requirements
o Experience and Competencies
 Indicates the technical and soft skills and experience that the
successful candidate should possess
 Details the rationale for having the defined skills/competencies
to cover activities in the next phase
Proposed - Includes the names of proposed members to be staffed for the next phase, as well
Membership as their contact information and home function

Reliability Availability and

Maintainability (RAM) Study Report
8 December 2015

Contents
Reliability Availability and Maintainability (RAM) Study Report ..................................................... 2
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 2
References ............................................................................................................................................... 2

.
Document Responsibility: Capital Program Efficiency Dept. (RAM) Study Report
Reliability, Availability and Maintainability (RAM) study is a simulation based study that
examines operability targets for a facility. The objective of this practice is to predict plants and
facilities production availability and quantify the contribution of the various assets to non-
performance (i.e., culprits, shutdowns, slowdowns, etc.). It also helps identifying plants and
facilities sections’ that limit the production throughput (i.e., Production Performance). The study
recommends and justifies the needed measures (i.e., design upgrades, reliability, maintainability,
sparing and redundancy, etc.) to attain the availability needed to deliver the production business
targets in a cost-effective manner.
Definition
The main components of the document include the following; however, the details are given in
SAES-A-030
 Project Scope and Boundary

 Production operation objectives, operation and maintenance constraints
 Models, Assumptions, Data
 Simulation Outcomes, Conclusions and Recommendations
Purpose at Gate
The purpose of the Reliability, Availability and Maintainability Study Report at Gate 2 is:
 To initiate and model, at high-level (unit level) with available plants and facilities overall
production configuration.
 To generate results with regard to the set business targets of the operating plants and
facilities as per SAES-A30.
The purpose of the Reliability, Availability and Maintainability Study Report at Gate 3 is:
 RAM PP study is performed at PFD level (equipment level). This phase includes
the detailed analysis which includes but not limited to identifying top 20
equipment limiting plant availability, reliability, performance etc. This study
phase identifies the bottlenecks and provides recommendations to ensure design
meets the facility and project business targets as per SAES-A-30.
Responsibilities

.
Document Responsibility: Capital Program Efficiency Dept. (RAM) Study Report

Content
Section Description
Key Factors - Lists the key input factors used to build the simulation model for the
facility
- Identify the constraints and highlights key uncertainties and how
design margins can be included
- Includes the operations, maintenance, and sparing philosophies
Simulation Outcomes - Describes the key outcomes of the simulation model (operability
targets for the facility)
- Quantifies benefits and costs to the incremental increase in reliability
- Identify top 20 equipment limiting plant availability, reliability,
performance and production targets
- RAM data, information and assumptions shall be documented and
submitted as study report.
- RAM study final report findings, assumptions and recommendations
shall be presented by the RAM service provider
- RAM study final report and presentation shall be prepared by the
RAM service provider and shall be submitted Saudi Aramco.
- The RAM model shall be submitted in a compatible format with Saudi
Aramco’s specified
Conclusions and - All submitted information and documents shall be in electronic
Recommendations formats which include but not limited to final report, RAM data, RAM
model waiver request form, study approved waivers, RAM model
executable file shall be in a compatible format with Saudi Aramco’s
RAM software
- Outlines all the recommendations and describes a detailed
implementation plan with focal points to achieve operability and
desired RAM targets of the facility
- Note: For any details and clarification in this section please consult
with SAES-A- 030.
References
SAES-A-030 Reliability Availability and Maintainability Study Execution
SABP-A-047 Qualification Criteria and Approved Services Providers for
Reliability, Availability and Maintainability (RAM) Study

Schedule
8 December 2015

Contents
Schedule ...................................................................................................................................................... 2
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 2

Document Responsibility: Capital Program Efficiency Dept. Schedule
The Schedule deliverable is a document that covers the project development and execution
scheduling (activities, milestones, duration, critical path method implementation, etc…).
Definition
The Schedule deliverable is articulated into several deliverables related to the different phases of
the Front End Loading process, and is characterized by incremental levels of details. In particular,
the Schedule deliverables are listed below, by FEL phase:
 Schedule Level I in the Business Case Phase (for Gate 1)

 Schedule Level I (Update) in the Study Phase (for Gate AS)
 Schedule Level II in the DBSP Phase (for Gate 2)
 Schedule Level III in the Project Proposal Phase (for Gate 3)
 Schedule Level IV and V in the Execution (Detailed Engineering) Phase
 As-Built Schedule in the Execution (Construction) Phase
Purpose at Gate
The purpose of the Schedule at Gates 1, AS, 2 and 3 is:
 To verify the project’s progress as compared to the defined schedule and to analyze issues,
causes and recovery plans (if any);
 To verify the main milestones are properly identified and defined and are coherent with
the project size/complexity (for Gates 1 and AS);
 To verify if a high-level networked CPM has been identified that defines the critical path
(for Gate 2);
 To ensure the schedule includes all deliverables to achieve the scope of work and that it
is based on an appropriately-detailed networked CPM.
Responsibilities

Content
Schedule Level I
Section Description
Schedule Level I - Includes the main start/finish milestones to complete the project
- Includes details regarding the availing of shutdown of the facility (in the cases
where existing facilities are present) if necessary to ensure proper completion
of construction and to ensure the schedule takes into consideration this
important factor. This is decided by the Project Sponsor.
Schedule Level I (Updated)

Section Description
Schedule Level I - Includes the main start/finish milestones to complete the project
(Updated) - Includes details regarding the availing of shutdown of the facility (in the cases
where existing facilities are present) if necessary to ensure proper completion
of construction and to ensure the schedule takes into consideration this
important factor. This is decided by the Project Sponsor.
- It is an update of Schedule Level I with similar levels of details. Milestones are
confirmed / updated in coherence with the incremental information on
project scope developed during this phase.
Schedule Level II
Section Description
Schedule Level II - The document shows the scope of work to achieve the milestones and begins
to monitor progress at a high level.
- The schedule may include other interim milestone dates specific to each
project including contract awards by package, mobilization for engineering
and construction, detailed engineering control points, long lead material
procurement including release of purchase orders, fabrication, shipping, and
delivery, major milestones during construction, mechanical completion,
and start-up.
- It is based upon a high-level networked CPM that defines the critical path, and
includes around 50 specific tasks.
- As a minimum, the schedule should address:
o Cost Estimate start and completion
o PAER Funding Request start and completion
o DBSP start and completion
o Project Execution Plan (PEP)
o Contract Award for Project Proposal (PP)
o PP preparation and approval,
o Design Reviews
o ER Estimate start and completion
o ERA
o Award of Detailed Engineering, Procurement, and Construction
o Engineering Control Points
o Long Lead procurement including release of purchase orders
o Construction mobilization
o Interim Construction Milestones
o Mechanical Completion (MC)
Schedule Level III

Section Description
Schedule Level - The document shows the deliverables to achieve the scope of work and
III becomes a control schedule.
- It is based upon an appropriately-detailed networked CPM that defines the
critical path, and includes around 250 specific tasks.
o Completion of Preliminary Engineering tasks and start of Detailed
Engineering
o ER Estimate Preparation and Approval Steps
o LSTK Contract Development and Award
o Detailed Engineering Control Points
o Long Lead Material Procurement with Purchase Requisition (PR),
Purchase, Order (PO), Fabrication and Delivery.
o Mobilization period for contractor
o Site Preparation
o Construction & Equipment Installation by Area/Facility,
Discipline/Phase
o Plant or Facility Shutdown, as applicable
o Testing & Commissioning
o Plant Startup sequence
o Interfaces with Proponent and other projects, as applicable
Schedule Level IV
Section Description
Schedule Level - The document is an update of Schedule Level III based on
IV outcomes of Detail Engineering activities
- It is based upon an appropriately-detailed networked CPM that defines the
critical path, and includes around 250 specific tasks.
o Completion of Preliminary Engineering tasks and start of Detailed
Engineering
o ER Estimate Preparation and Approval Steps
o LSTK Contract Development and Award
o Detailed Engineering Control Points
o Long Lead Material Procurement with Purchase Requisition (PR),
Purchase, Order (PO), Fabrication and Delivery.
o Mobilization period for contractor
o Site Preparation
o Construction & Equipment Installation by Area/Facility,
Discipline/Phase
o Plant or Facility Shutdown, as applicable
o Testing & Commissioning
o Plant Startup sequence

o Interfaces with Proponent and other projects, as applicable
- Moreover:
o The document shows the tasks or work packages needed to complete
the deliverables and is resource-loaded. Detailed control begins and
includes hundreds to thousands of specific tasks.
o The deliverable is a detailed level schedule based on a CPM
network prepared by the Contractor indicating the sequence in
which the Contractor plans to execute the work, manpower
requirements, equipment, access and work space limitations,
activities of subcontractors, equipment vendors and suppliers.
o No individual activity duration should exceed 25 working days
o All subcontracted activities will be identified on this schedule. When
phased completions of units or systems are identified, the Critical
Path and Sub-Critical Paths for each unit or system will be clearly
indicated. Identification of Contractor supplied long-lead critical
material, major equipment and bulk materials will be interfaced
through schedule logic. Saudi Aramco supplied materials scheduled
to arrive during the course of the Work will be included. All activities
will be resource loaded in order to provide resource forecasts in the
form of a series of graphic displays depicting manpower
requirements.
Schedule Level V
Section Description
Schedule Level V - The document shows detail-level tasks and will be fully resourced (done by
the EPC contractor for Detailed Design, Procurement and Construction, e.g.
down to welding crews, etc.), and includes thousands of specific tasks (for
large projects).
As-Built Schedule
Section Description
As Built Schedule - This document includes the updated activities, milestones, durations and
resources at the end of construction. So it reflects actual / ex-post project
schedule.

Site Selection Assessment (SSA)

8 December 2015

Contents
Site Selection Assessment (SSA) .............................................................................................................. 2
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 2

Document Responsibility: Capital Program Efficiency Dept. Site Selection Assessment (SSA)
The Site Selection Assessment is a document, developed across two different FEL phases, which
provides a high-level assessment of the optimum location for a facility.
Definition
The analysis is performed by completing a matrix that compares the proposed site with several
alternative sites/locations along 14 criteria. Scores are developed (out of 100) to rate each site on
each criteria, and then these sites are ranked. The criteria for comparing the alternatives are listed
here:
 Geographic Criteria
o Land Availability
o Shape, Size, and Expandability
o Site Condition
o Soil/Geology
o Environmental Factors
 Management Criteria
o Manpower
o Risk
o Existing Support Facilities
o Construction Constraints
o Future Field Development
o Capital Cost
 Transportation Criteria
o Local Communities/Facilities
o Distance
o Nearest Facilities
Purpose at Gate
The purpose of Site Selection Assessment at Gate 1 and AS is:
 To verify that the proper analysis has taken place in selecting the optimum location for
the proposed site;
 To ensure all issues have been examined for the site selection (constructability, logistics,
geology, etc…)

 To confirm if the scope of the project can be further developed based on the site
information.
Responsibilities
Content
Section Description
Geographic Criteria
Land Availability - Reviews the ownership of the land (whether it is Saudi Aramco or
Government-controlled property)
- Information from the Land Use Permit (Initial), which is in the Study
phase, can influence this section for the Final draft
Shape, Size, and - Reviews the possibility of changing the size or shape of the facility, or
Expandability expanding the facility on the site and if there are any restrictions to do
so
Site Condition - Reviews the condition of the site, specifically targeting presence of
sabkha (salt flats) and geo-hazards
Soil/Geology - Reviews the condition of the site by performing soil evaluations and
geotechnical analysis, specifically targeting presence of sabkha (salt
flats) and geo-hazards
- Should address any issue with earthquake and fault lines to the
proposed location
- Summarizes at a high-level what would need to be done to mitigate
any problems associated with the site (i.e. fill, pile foundations, stone
columns, etc…)
Environmental Factors - Reviews the terrain and elevation of the site, topographic relief, and
potential restrictions of the facility due to environmental/geographic
reasons
Management Criteria
Manpower - Determines if there is any additional manpower required
Risk - Reviews the safety risks of the facility (i.e. if it is adjacent to other
facilities there is a higher risk; if a large volume is being produced at
one site there is also a higher risk)
- Reviews the security risks of the facility (i.e. if it is located on a
peninsula or other locations that offer preferable security scenarios)
Existing Support - Reviews the support locations (if any) that could be utilized for the
Facilities proposed site
Construction - Reviews constructability and logistics issues
Constraints
Future Field - Assesses the availability of space on the site for further development
Development and the distance to such a development

Capital Cost - Compares the sites to the lowest (base case) cost (i.e. if Site A has the
lowest cost, this is considered as cost of zero and the other sites are
then compared to this base)
Transportation Criteria
Nearest Facilities - Reviews the routes (accessibility and commuting distance) that would
be taken to get to the proposed facility using each of the site
alternatives
Distance - Highlights the distance to the center of the reserves
- Highlights technical factors (impact on the back pressure of wells,
distance to KGP and piping costs, artificial lift implementation, site
causeway landfall, etc…)
Local - Highlights safety concerns coming from orientation compared to
Communities/Facilities other facilities (downwind, up wind, etc…) and the driving distance
to the closest community

Stakeholder Management Plan

8 December 2015

Contents
Stakeholder Management Plan ................................................................................................................ 2
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 1

Document Responsibility: Capital Program Efficiency Dept. Stakeholder Management Plan
The Stakeholder Management Plan identifies and details the interfaces with internal and external
stakeholders.
Definition
The Plan provides the list of internal and external stakeholders and the model for their engagement and
alignment. The main components of the document include the following:
 Stakeholder Analysis
 Governance Structure
Purpose at Gate
The purpose of Stakeholder Management Plan is:
 To ensure stakeholder have been identified and there is a plan to manage them
Responsibilities
Content
Section Description
Project Information - Summary of project background information
Stakeholder Analysis - List of interested parties either internal or external to the project (SEC,
SSSP, government authorities..) with indication of relevant information,
e.g. their particular interest in the project, their role in the project, their
authority, level of influence, needs and expectation
- Evaluation of the potential impact, reaction or support of each
stakeholder
Governance Structure - Assignment of an owner to each stakeholder (a core team, sponsor or
(how do people plug multiple project managers…)
in, decisions get - Definitions of roles and responsibilities
made, issues get - Definition of escalation mechanism
- Development of model for engagement (communication model including
escalated)
what must be communicated, when (how often), how (format of
communication) and whether a response is required) and alignment
(monitoring agreement)

Target Setting (TS)

8 December 2015

Contents
Target Setting (TS)...................................................................................................................................... 2
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 1

Document Responsibility: Capital Program Efficiency Dept. Target Setting (TS)
Target Setting Deliverable documents project targets and explain the rational for setting them. In
addition it includes all the relevant information that have been used to set the targets, including
benchmarking and market due diligence (if available).
Definition
The document is developed across different FEL Phases (Business Case, DBSP and Project
Proposal / Finalize FEL), and ensures that targets (cost, schedule, operability, HSE, local content
etc…) are set, foster capital efficiency and show improvement vs. historical performance.
Purpose at Gate
The purpose of Target Setting is:
 To verify that the project has set targets

 To verify project commitment in achieving performances that are better than Saudi
Aramco historical performance and aligned/better than Industry
 To verify how targets have changed though project lifecycle and the causes for variances
Responsibilities
Content
The Target Setting document includes a description of the project’s scope, the metrics consistent
with the described scope and finally the target to be achieved for each metric. The Deliverable
also includes the supporting data that have been used for Target Setting (internal and external
benchmark, market due diligence if available).
The sections of the deliverable are the following:
Section Description
Introduction - Provides important background information on the project objectives and project
scope
Types of - For a detailed list of metrics, please refer to Target Setting Manual
Targets - Definition of project split into types and sub-types
- List of Fundamental Project Metrics tracked for:
- Overall project (Cost, Schedule, HSE, Local Content and Operability)
- Each sub-project (Cost and Schedule)
- List of Standard KPIs tracked

Document Responsibility: Capital Program Efficiency Dept. Target Setting (TS)
- List of Project Enablers tracked

Input - Initial inputs from the Opportunity Statement
- Decision Maker Input from previous gate (if available)
Estimates - Latest estimates (cost and schedule)
Benchmarks - Summary of internal / external benchmarks and Market Due Diligence (as
and Market available by project stage)
Due Diligence
Proposed - Proposed project targets (before Gate 1)
Targets from - Proposed updated project targets, (before Gates AS, 2 and 3)
workshop
Targets - Explanation of rationale for setting the targets, in light of:
Rationale o Decision Maker Input on Targets at previous gate
o Improvement vs. historical performance
o Positioning vs. industry
Explanation - Explanation of variances (if any) of estimates versus targets
of Estimate
Variances
Appendix - Characterization
(Detailed o Classification of projects, based on size and complexity
Market Due - Resource Planning
Diligence) o Estimates of internal resources, by professional role, required to execute
the portfolio of capital
- Materials and Services Planning
o Forward-looking view of materials and services required to execute the
capital project portfolio
- Market Intelligence
o Assessment of the status of markets for most relevant materials and
services
- Project Implications
o Summary of the implications of the above sections for the project

VIP – Technology Selection Report

8 December 2015
Document Responsibility: Capital Program Efficiency Dept. Technology Selection Report
Contents
VIP – Technology Selection Report ......................................................................................................... 1
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 1

The VIP – Technology Selection Report is a formal systematic process that evaluates the
technology that is being employed for the project and compares it with technology inside or
outside the company that could replace it.
Definition
The analysis ensures that technology used by the project has the most competitive available
technology that meets the project’s business objectives. The main components of the Report
include the following:
 Evaluation of Employed Technology

 Basis & Drivers
 Review of Technology Available Within Saudi Aramco
 Review of Technology Available Outside of Saudi Aramco
 Final Recommendations
Purpose at Gate
The purpose of VIP – Technology Selection Report at Gate AS is:
 To ensure all relevant technology solutions have been identified;

 To ensure the most competitive technology is being utilized by the project.
Responsibilities
Content
Section Description
Evaluation of - Analyses the strength of the currently employed technology for the
Employed Technology project
Basis & Drivers - Details the main drivers for evaluating the technologies, including:
technical merit (technology description and benefits, applicability in
Saudi Aramco facilities and bottlenecks, track record and test results,
and deployment time) and economic merit (capital cost and ancillaries,
revenue gain through direct and indirect cost savings, and maintenance
and expenses)
Review of Technology - Determines the advantages and disadvantages of technologies within

Available Within the company that could be used to replace the employed technology
Saudi Aramco - Includes testing and piloting new technology if necessary
Review of Technology - Determines the advantages and disadvantages of technologies outside
Available Outside of of the company that could be used to replace the employed technology
Saudi Aramco
Final - Summarizes the final recommendations based on the technical and
Recommendations economic analysis of all technologies

VIP – Applicable VIPs Report (AVR)

8 December 2015

Contents
VIP – Applicable VIPs Report (AVR) ...................................................................................................... 2
Definition................................................................................................................................................. 1
Purpose at Gate ...................................................................................................................................... 1
Content .................................................................................................................................................... 1
References ............................................................................................................................................... 2
Glossary ................................................................................................................................................... 2

Document Responsibility: Capital Program Efficiency Dept. Applicable VIPs Report (AVR)
The VIP – Applicable VIPs Report is a document that encompasses the selection of processes and
activities (i.e. value improving practices (VIPs)) that should result in improved project outcomes
in terms of cost, schedule, operability, etc….
Definition
The These VIPs are out-of-the-ordinary practices that use a systematic approach to obtaining
increased project value through the following methods: reducing non-critical scope items,
achieving the optimum balance between costs and performance, improving reliability or
simplifying processes, eliminating over-design, and maximizing the likelihood of project success.
These practices can be taken from the industry, or also from practices and synergies learned from
other projects which could also lead to simplification in design, reducing overhead, etc…
Each of these practices targets a different area for potential improvement, thus they need to be
chosen based on each specific FEL phase. In order to capitalize on the benefits of these practices,
they should be implemented at the appropriate project phase and as early as possible. To achieve
this, it is best for the application of the VIPs to be planned at the beginning of each phase. The
objective of this deliverable is to determine which VIPs are to be selected for all forthcoming FEL
phases. The deliverable is comprised of a matrix that specifies the appropriate VIP Report to have
in each FEL phase.
Purpose at Gate
The purpose of VIP – Applicable VIPs Report at Gate 1 is:
 To verify the project has analyzed and selected the correct value improving practices for
the forthcoming FEL phases to improve project outcomes.
Responsibilities
Content
Section Description
Selection of VIP - This segment, comprised of a matrix, outlines the value improving practices
Reports reports that will be developed for the forthcoming FEL phases
- The following VIP reports are available for selection:
o Planning for Start-up
o Project Risk Management
Document Responsibility: Capital Program Efficiency Dept. Applicable VIPs Report (AVR)
o Lessons Learned
o Technology Selection
o Constructability Review
o Design for Maintainability
o Classes of Facility Quality
o Waste Minimization
o Process Simplification
o Energy Optimization
o Customizing Standards and Specifications
o Reliability Simulation Modelling
o Design to Capacity
o Value Engineering Study
o 3D CAD
o Predictive Maintenance
Rationale for VIP - This segment highlights the main rationale or justification for selecting the VIP
Selection reports in their respective FEL phase(s)
References
SAEP-367 Value Improvement Practices Requirements
Glossary
deliverable
VIP Value Improving Practice

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Capital Program Efficiency Department

1- Brief and Presentation ……………………………………………………….................................

Brief and Presentation

Gate Main Purpose(s)

- To ensure project alternatives were identified in terms of facilities, physical interfaces

Front End Loading (FEL) Page 1 of 5

- To verify if the advanced engineering designs have been properly developed.

Front End Loading (FEL) Page 2 of 5

Presentation Summary - Summary description of the contents of the presentation

Project Economics - Key project economics (costs, NPV, etc…)

Project Scope - Describes the project scope

Front End Loading (FEL) Page 3 of 5

- Includes a preliminary consideration for the project contracting strategy

Schedule - Provides the Schedule Level I

- Includes a preliminary consideration for the project contracting strategy

Schedule - Provides the Schedule Level I (Updated)

Front End Loading (FEL) Page 4 of 5

- Describes the contracting packages and related strategy

Schedule - Provides the Schedule Level II

- Describes the contracting packages and related strategy

Schedule - Provides the Schedule Level III

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Building Risk Assessment (BRA)

Saudi Aramco: Company General Use

Building Risk Assessment (BRA) ......................................................... Error! Bookmark not defined.

Saudi Aramco: Company General Use

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Business Case Assessment (BCA)

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 Final contracting market analysis / local content strategy

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The purpose of the Contracting Strategy at Gates 2 and 3 is:

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 Preliminary contracting market analysis

A. Value Assurance Template for Contracting Strategy

Verification of Function involvement (as of Verified? Notes

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Section of Deliverable Complete? Notes

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Saudi Aramco: Company General Use

Saudi Aramco: Company General Use

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- Definition of the schedule including the defined activities

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Study Cost Estimate (±40%)

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DBSP Cost Estimate (±25%)

Final Cost Estimate (±10%)

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o Organization chart for the estimate team with roles and

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VIP – Customizing Standards &