Plant and Process Engineering Workflow

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    Process Plant Engineering Activity Model

    The information in this document is subject to change without notice.

    Copyright Notice

    The copyright of the contents of this document is assigned to the Process Industries STEP Consortium and its successors. However the

    contents may be freely distributed or copied, in full or part, provided due acknowledgement is made.

    Acknowledgements

    The following organisations provided the information that was used to generate the model and reviewed the model at various stages of itsproduction.

    AMEC Engineering Ltd Lloyds Register of Shipping

    AKZO Engineering bv Nuclear Electric plc

    British Nuclear Fuels plc National Institute for Standards & Technology

    Eutech Engineering Solutions Ltd Process Industries STEP Consortium (PISTEP)

    Harrow Associates Shell International

    ICI Engineering Ltd SINTEFIngevision Framatome Systems dInformation The British Petroleum Company plc

    John Brown Engineers & Constructors Ltd University of Newcastle upon Tyne

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    Introduction

    This model and its associated documentation has been produced as an aid to those involved in the production of Application Protocols for the Process

    Industries in the STEP (ISO 10303) standard. It provides an overview of the main activities and data flows associated with the life cycle of process plant.It is emphasised that the aim of the model is not completeness but communication to those who require to understand the main interactions between the

    major phases of engineering activities in the process plant life cycle. With this aim only the major data flows are shown and minor data flows and feeds

    back to earlier phases of the life cycle have been ignored. The activities are depicted as serial streams for the process and engineering activities. However,

    the activities may be ignored, combined or performed concurrently dependent upon the requirements of the task to be undertaken.

    The model will be made available in four forms, a paper document (this document), an electronic version of this document in Microsoft Word for

    Windows1 version 3.0 or 6.0 or Wordperfect 5.12 for DOS, a Microsoft Powerpoint file suitable for version 3.0 or 4.0, a coloured wall chart (A0) and a

    Microsoft VB basic program. Copies may be obtained from The Process Industries STEP Consortium at:

    QMS Contact: W R Mesley

    Beech House Telephone: 01252 878482 (Outside UK: +44 1252 878482)

    1 Yorktown Road Facsimile: 01252 877386 (Outside UK: +44 1252 877386)

    Sandhurst

    Camberley

    Surrey

    GU17 8DXUnited Kingdom

    Purpose

    To identify the activities which create and use engineering data that we wish to share and exchange in the Process Industries.

    Something that engineers in the Process Industries will readily understand and identify with.

    Viewpoint

    A Plant Operators view based upon the Facility and Equipment life cycle.

    1

    Microsoft, Word for Windows, Powerpoint and VB basic are registered trade marks and products of the Microsoft Corporation.2Wordperfect is a registered trademark of the Wordperfect Corporation.

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    Context Statement

    This activity model provides a simplified view of the Process Plant Life Cycle activities and indicates areas of interest and data flows that may be modelled

    in a more formal manner. As such this model should prove useful in planning and developing Application Protocols to meet the needs of the ProcessIndustries within the ISO 10303 (STEP) environment.

    Exclusions and Inclusions

    The model excludes:

    1. Design and manufacture of standard parts. e.g. Pumps, valves etc.

    2. Development, Marketing and Transportation (other than pipelines) of manufactured product.

    3. General Management activities. 4. The management of human resources and the supply of computing services.

    5. Minor data flows. e.g. Minor Feedback's etc.

    The model includes:

    1. Engineering management activities.

    2. Authorisations and Permissions both internal and external. e.g. License to Operate

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    OVERVIEW

    This diagram gives an overview of the whole life cycle and shows the relationships and data flows for the level 1 activities.

    1. Set Engineering Policy and Standards

    Defines the engineering policy that shall be used and obtain any

    codes and standards that may be required.

    2. Produce and Maintain Feasibility and Financial Case

    Produce and maintain the feasibility and financial case.

    3. Control Operations and Engineering Activities

    Prepare plans, aquire resources to execute them, check

    conformance to plan and take corrective action.

    4. Obtain agreement with Regulatory Bodies

    Obtain agreement with regulatory bodies for the siting, design,

    construction, commissioning and operation of the plant. Theengineering management activities required to obtain approval

    from the regulatory bodies for the mothballing of the plant or its

    demolition and subsequent site restoration.

    5. Regulatory Bodies

    The external regulatory bodies whose requirements must be met

    at all stages of the plant life cycle. These bodies may be apurchaser of the plant, governmental body or supra-national

    organisation at various stages of the plant life cycle.

    6. Produce Conceptual Process DesignProduce the preliminary Process design which will be passed to

    Conceptual Engineering Design and Detailed Process Design. It will

    also prepare a feasibility and financial case for management.

    7. Produce Conceptual Engineering Design

    Produce the preliminary engineering philosophies to be used

    and the preliminary engineering design required for further

    detailed engineering design.

    This activity is often performed concurrently with the

    Conceptual Process design.

    8. Produce Detailed Process Design

    Produce the detailedprocess design which provides the

    specifications, requirements, codes and standards, design and

    operation philosophies required for the Detailed Engineering

    Design and Commissioning.

    9. Produce Detailed Engineering Design

    Produce the Detailed Mechanical, Electrical,

    Control/Instrumentation, Plant/Building Services and

    Civil/Structural Engineering Design for the plant including all

    specifications, drawings, construction and commissioning plans,

    3D models, materials takeoff and spares lists.

    10. Procure and Control Equipment Materials and ServicesMake enquiries, place purchase orders, inspect and expedite

    progress, ship goods and control stock of equipment and

    materials.

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    11. Construct and Pre-Commission Plant

    Construct the plant as defined by the detail design specifications

    to plan to meet the needs of the commissioning team.

    Construction includes verification that the design has been

    satisfied and that the resulting plant is acceptable to the

    commissioning team.

    12. Commission Process and Handover PlantProve the operation of all plant systems as defined by the

    detailed design specifications such that the plant can be

    accepted for operation to manufacture product.

    Commissioning typically consists of a number of stages

    progressing from activities using either no or inert process

    materials to the use of production process materials.

    13. Operate Plant

    Operate the plant safely, efficiently, and according to plan.

    14. Maintain Equipment

    Maintain the plant and equipment in a safe manner to ensure plant

    operability.

    15. Decommission PlantTaking a plant out of operating service, isolating all feedstock

    and services, removing all process materials from the plant, and

    establishing maintenance conditions such that the plant could be

    returned to operating service.

    16. Demolish Plant and Restore Site

    The activity of demolishing the plant and restoring the site.

    Demolish Plant and Restore Site makes use of Plant Status from

    Decommission Plant, and Equipment Status from Maintain

    Equipment.

    17. Suppliers and Fabricators

    External suppliers and fabricators offering goods and services.

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    P Harrow colact1 PISTEP 26/04/94

    PRODUCE CONCEPTUAL PROCESS DESIGN

    Define

    Overall

    Requirement

    Identify

    Candidate

    Processes

    Design

    Process

    Provide Input to

    Feasibility /

    Financial Case

    Identify Start Conditions

    - Define Battery Limits

    - Identify state of Plant

    to be modified

    Identify

    Safety / Regulatory

    Requirements

    Define Unit

    Operations

    Produce Energy /

    Mass Balance

    Produce Composition

    of Process Streams

    Define Control

    Philosophy

    Produce Process

    Flow Diagrams

    Define End

    Requirements

    Process Stream Data

    Process Flow Diagrams

    Costs, Benefits & Timings

    P R O D U C E C O N C E P T U A L E N G I N E E R I N G D E S IG N

    Process Definition

    - Process Stream Properties

    & Composition

    - Required Unit Operations

    - Process Flow Diagrams

    - Energy Balance

    Control Philosophy

    Costs, Benefits & Timings

    Safety / Regulatory Requirements

    PRODUCE

    DETAILED PROCESS

    DESIGN

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    CONCEPTUAL PROCESS DESIGN

    Produce the preliminary Process design which will be passed to Conceptual Engineering Design and Detailed Process Design. It will also prepare a

    feasibility and financial case for management.

    1. Define Overall Requirement

    1.1 Define End Requirements

    Define the requirements the process must satisfy.1.2 Identify Start conditions.

    Identify the start conditions for the conceptual process

    design, including:

    The definition of the Battery Limits. Identification of the status of any existing plant and the

    performance characteristics of its processes.

    2. Identify candidate processesIdentify potential processes for meeting the overall requirements.

    3. Design Process

    3.1 Define Unit Operations

    Identify the constituent unit operations for a process.3.2 Produce Energy / Mass Balance

    Produce mass and energy balances for the overall process and foreach unit operation.

    3.3 Produce Composition of Process Streams

    Identify the material composition of each process stream.

    3.4 Define Control Philosophy

    Define the control philosophy for the process. For batch processes

    include process timings.

    3.5 Produce Process Flow Diagrams

    Produce a Process Flow Diagram identifying all major items of

    equipment and Process Streams.

    4. Produce Feasibility/Financial Case

    For each candidate process produce estimates of capital and operating

    costs, operating manpower requirements, technical/financial risk

    assessments and return on investment predictions.

    5. Identify Safety / Regulatory Requirements

    Identify all features of the process and plant which are potentially

    hazardous and produce design philosophies to minimise/eliminate the

    hazards.

    Typical features considered: Hazardous material handling Effluent Treatment Fire Protection Pressure Relief/Containment Emergency Shutdown Safety Interlocking

    Identify all features of the process and plant which are subject to

    regulatory requirements and produce design philosophies to

    meet those requirements.

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    P Harrow colact1 PISTEP 07/06/94

    Produce Conceptual

    MechanicalEngineering

    Design

    Determine

    EngineeringApproach

    Produce Conceptual

    Electrical

    Engineering

    Design

    Identify

    Materials of

    Construction

    Produce Major

    Equipment Design

    Philosophy

    Produce

    PreliminaryEquipment & Line

    Specifications

    Produce Cost

    & Time Estimates

    Produce

    Preliminary

    Weight &

    Volume Estimates

    Define

    CommissioningPhilosophy

    Identify

    Materials of

    Construction

    Produce Major

    Equipment Design

    Philosophy

    Produce

    PreliminaryEquipment

    Specifications

    Produce Cost

    & Time Estimates

    Produce

    Preliminary

    Weight & Volume

    Estimates

    Define

    CommissioningPhilosophy

    Identify

    Materials of

    Construction

    Produce Major

    Equipment Design

    Philosophy

    Produce

    PreliminaryEquipment

    Specifications

    Produce Control

    System Architecture

    Produce Cost

    & Time Estimates

    Produce Preliminary

    Weight & Volume Estimates

    Define CommissioningPhilosophy

    Define

    Safety

    Philosophies

    Identify

    Regulatory

    Requirements

    DefineContainment

    Philosophy

    Produce

    Technical

    Risks Assessment

    Review Site

    Alternatives &

    Conditions

    Produce

    Preliminary

    Layout

    Drawings

    Produce

    Studies for

    Cranage &

    Handling

    Produce Site Survey / Soil

    Investigation

    Define Civil / Structural

    Philosophies

    Identify Materials of

    Construction

    Produce Preliminary Building

    or Module Layout Drawings

    Produce Preliminary

    Weight & Volume

    Estimates

    Define Construction

    Philosophy

    Define Building / Structural

    Commissioning Philosophy

    PRODUCE CONCEPTUAL ENGINEERING DESIGN

    Produce Conceptual

    Control &

    Instrumentation

    Engineering Design

    Produce Conceptual

    Safety

    Engineering

    Design

    Define

    Preliminary

    Plant

    Layouts

    Produce Conceptual

    Civil / Structural

    Engineering

    Design

    Review

    Process

    Design

    Determine

    Status of

    Existing

    Plant

    Define

    Engineering

    Design

    Strategy

    Obtain Codes &

    Standards

    PRODUCE CONCEPTUAL PROCESS DESIGN

    PRODUCE

    DETAILED

    ENGINEERING

    DESIGN

    Preliminary Engineering Design

    - Equipment Lists

    - Preliminary Equipment

    Specifications

    - Materials of Construction

    - Utility Requirements

    - Preliminary Layout Drawings

    - Weight & Volume Estimates

    - Control Systems Architecture

    - Technical Risks Assessment

    Engineering Philosophies

    - Design Philosophy

    - Construction Philosophy

    - Commissioning Philosophy

    - Operations Philosophy

    - Safety Philosophies

    - Containment Philosophy

    Availability RequirementsCost & Time Estimates

    Safety / Regulatory Requirements

    Codes & Standards

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    PRODUCE CONCEPTUAL ENGINEERING DESIGN

    Produce the preliminary engineering philosophies to be used and the preliminary engineering design required for further detailed engineering design.

    1. Determine Engineering Approach

    Determine the approach to be used in engineering of the process

    definition. The following sub-activities are performed.

    1.1 Review Process DesignConduct a review of the process definition.

    1.2 Determine Status of Existing Plant

    Determine the status of any existing plant which is to be

    modified..

    1.3 Define Engineering Design Strategy

    Define the strategy that will be used in the engineering

    design of the plant.1.4 Obtain Codes and Standards

    Obtain the codes and standards either internal or external,

    that will be used in the engineering design of the plant

    2. Produce Conceptual Mechanical Engineering Design

    Produce the preliminary mechanical engineering design.

    2.1 Identify Materials of Construction

    From the process definition, identify appropriate materialsfor major process piping and equipment.

    2.2 Produce Major Equipment Design Philosophy

    From the process definition and the project plans, prepare an

    outline statement of the rules and sequences for the design of

    the major equipment.

    2.3 Produce Preliminary Equipment, Line Lists

    From the process definition, list the major process piping and

    major equipment items for all disciplines.

    2.4 Produce Preliminary Equipment SpecificationsFrom the early process definition, generate preliminary

    specifications for the major process piping and major

    equipment items.

    2.5 Produce Cost and Time Estimates

    Produce project plans and budgets for capital and Design and

    Engineering costs.

    2.6 Produce Preliminary Weight and Volume EstimatesAdd weight and volume estimates to the plant list for use in

    conceptual plant layout and civil/structural design.

    2.7 Define Commissioning Philosophy

    Prepare an outline statement of the rules and sequences for

    commissioning.

    3. Produce Conceptual Electrical Engineering Design

    Produce the preliminary electrical engineering design.3.1 Identify Materials of Construction

    From the process definition, identify appropriate materials

    for major electrical cabling and equipment.

    3.2 Produce Major Equipment Design Philosophy

    Prepare an outline statement of the rules and sequences for

    the design of the major electrical equipment.

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    3.3 Produce Preliminary Equipment Specifications

    Generate preliminary specifications for the major electricalequipment items.

    3.4 Produce Cost and Time Estimates

    Produce project plans and budgets for capital and Design and

    Engineering costs.

    3.5 Produce Preliminary Weight and Volume Estimates

    Add weight and volume estimates to the plant list for use inconceptual plant layout and civil/structural design.

    3.6 Define Commissioning Philosophy

    Prepare an outline statement of the rules and sequences for

    commissioning.

    4. Produce Conceptual Control & Instrumentation Engineering

    Design

    Produce the preliminary Conceptual Control and

    Instrumentationengineering design.

    4.1 Identify Materials of Construction

    From the process definition, identify appropriate materials

    for major process instrumentation and control equipment.

    4.2 Produce Major Equipment Design Philosophy

    Prepare an outline statement of the rules and sequences for

    the design of the major equipment.4.3 Produce Preliminary Equipment Specifications

    From the process definition, generate preliminary

    specifications for the major process instrumentation and

    control equipment items.

    4.4 Produce Control System Architecture

    Produce the control system architecture to be used on the

    plant.

    4.5 Produce Cost and Time Estimates

    Produce project plans and budgets for capital and Design and

    Engineering costs.

    4.6 Produce Preliminary Weight and Volume Estimates

    Add weight and volume estimates to the plant list for use in

    conceptual plant layout and civil/structural design.

    4.7 Define Commissioning Philosophy

    Prepare an outline statement of the rules and sequences for

    commissioning.

    5. Produce Conceptual Safety Engineering Design

    Produce a conceptual safety design that will meet regulatory

    requirements and conform to the codes and standards in force.

    5.1 Define Safety Philosophies

    From the regulatory requirements and the early process

    definitions, outline the safety criteria appropriate to the type

    of plant concerned.

    5.2 Identify Regulatory Requirements

    Identify the regulatory requirements that govern the siting,

    construction and operation of the type of plant concerned.

    5.3 Define Containment Philosophy

    From the regulatory requirements and the early process

    definitions, define the underlying rules for the plant

    containment design.

    5.4 Produce Technical Risks AssessmentFrom the developing conceptual design, perform and publish

    initial hazard and operability studies.

    6. Define Preliminary Plant Layouts

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    Study the alternative sites and produce a preliminary site layout

    for the selected site.6.1 Review Site Alternatives & Conditions

    Review the alternative sites and the conditions applicable to

    those sites.

    6.2 Produce Preliminary Layout Drawings

    From the early process definitions, plant list and volume

    estimates, prepare initial plant layout proposals.

    6.3 Produce Studies for Cranage and HandlingFrom the preliminary layout drawings and early process

    definitions, prepare proposals for the cranage facilities and

    other bulk-handling operations required in plant construction

    and operation.

    7. Produce Conceptual Civil/Structural Engineering Design

    Produce the civil engineering work and structural engineering

    required for the plant.

    7.1 Produce Site Survey / Soil Investigation

    Produce a site survey and investigate the soil for load bearing

    and other properties.

    7.2 Define Civil / Structural Philosophies

    From the siting proposals, preliminary plant layouts and

    regulatory requirements, prepare a statement of the design

    rules and philosophies on which the civil/structural design isbased.

    7.3 Identify Materials of Construction

    From the siting proposals, preliminary plant layouts and

    regulatory requirements, identify appropriate materials for

    major aspects of the civil/ structural design.

    7.4 Produce Preliminary Building or Module Layout

    Drawings

    From the siting proposals, preliminary plant layouts and

    regulatory requirements, prepare preliminary civil andstructural layouts for the plant buildings or modules and the

    site.

    7.5 Produce Preliminary Weight and Volume Estimates

    From the preliminary civil and structural layouts, prepare

    estimates of weight and volumes for use in cost estimates and

    foundation design.

    7.6 Define Construction PhilosophyFrom the regulatory requirements and the preliminary

    civil/structural layouts outline the rules and sequences on

    which the civil/structural construction is to be based.

    7.7 Define Building/Structural Commissioning Philosophy

    From the developing civil/structural design and the project

    plans, prepare an outline statement of the rules and sequences

    for commissioning the civil/structural aspects of the plant.

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    PRODUCEDETAILED PROCESS DESIGN

    Produce the detailedprocess design which provides the specifications, requirements, codes and standards, design and operation philosophies required

    for the Detailed Engineering Design and Commissioning.

    1. Produce Piping & Instrumentation Diagrams

    Produce schematic drawings detailing equipment, instrument

    and piping connectivity.

    2. Produce Functional Specification for Equipment

    Produce a specification for the functional requirements for all

    equipment including process design conditions, material

    specifications, insulation requirements and tracing requirements.

    3. Produce Control Requirements Specifications

    Produce the requirements specification for the plant control

    systems.

    3.1 Identify Control Requirements

    Identify the specific control requirements for the complete

    plant and for each unit operation.

    3.2 Identify Trip Requirements

    Identify the alarm, interlock and shutdown requirements for

    the complete plant and for each unit operation.3.3 Produce Control Requirements Specification

    Produce a specification detailing the control requirements for

    the plant, the alarm interlock and shutdown requirements.

    4. Satisfy Safety Requirements

    Produce philosophies to meet the safety requirements of the

    owners of the plant and regulatory authorities.

    4.1 Define Relief & Blowdown Philosophy

    Define the relief and blowdown philosophy to be used in the

    plant design that will ensure safe and reliable operation of theplant.

    4.2 Define Protective System (including Fire) Philosophy

    Define the protective systems philosophy for the plant

    including normal and specialised fire fighting requirements.

    4.3 Define Hazardous Areas

    Define the hazardous areas of the plant which may arise due

    to the use of toxic substances, radiation, inflammable fluids

    or gases.

    4.4 Produce Safety & Environment Case

    Produce safety and environmental studies that may be

    required by regulatory bodies or planning (Zoning)

    authorities.

    5. Produce Plant Operating Procedures

    Produce any procedures that may be required forCommissioning or Operation of the plant.

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    PRODUCE DETAILED ENGINEERING DESIGN

    Produce the Detailed Engineering Design for the plant including all specifications, drawings, construction and commissioning plans, 3D models,

    materials takeoff and spares lists.

    1. Produce Detailed Mechanical Engineering Design

    Produce the detailed engineering design for the mechanical

    equipment and piping for the plant.1.1 Produce Mechanical & Piping Equipment Design

    From the equipment data sheets, piping and instrumentation

    diagrams and plant layouts, produce detailed procurement

    specifications for mechanical equipment items and

    fabrication specifications for piping.

    1.2 Produce Equipment Handling System Design

    From the process facility data and mechanical handling

    equipment specifications, produce designs for plant

    mechanical handling systems.

    1.3 Produce Detailed Mechanical Equipment Specifications

    Produce specifications for all items of mechanical equipment

    on the plant.

    1.4 Define Mechanical Equipment Spares Requirement

    Define the spares requirement for all items of mechanical

    equipment on the plant.1.5 Produce Maintenance Procedures

    Produce the procedures to effectively maintain all items of

    mechanical equipment on the plant.

    2. Produce Detailed Electrical Engineering Design

    Produce the detailed engineering design for the electrical

    equipment and cabling for the plant.

    2.1 Review & Detail Plant / Building Electrical Requirements

    Review the electrical requirements received from Detailed

    Process Design and Conceptual Engineering Design andrefine to give a detailed list of requirements.

    2.2 Produce Earthing requirements (Static, Lightning,

    Power)

    Produce the requirements for protection of the plant from the

    build-up of static electricity, lightning protection and

    earthing of electrical power systems equipment.

    2.3 Produce Communication System Design

    Produce the design of any communication systems required

    for the operation of the plant.

    2.4 Produce Electrical Equipment Specifications

    Produce specifications for all items of electrical equipment

    on the plant.

    2.5 Produce Electrical Cable Runs Design

    Produce the electrical cable runs design for the plant.

    2.6 Produce Power Distribution Systems DesignProduce the power distribution systems design.

    2.7 Produce Electrical Environment Control Requirements

    Produce the requirements for environmental control of

    electrical equipment on the plant.

    2.8 Define Electrical Equipment Spares Requirement

    Define the spares requirement for all items of electrical

    equipment on the plant.

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    5. Produce Plant/Building Services Design

    From the piping and instrumentation diagrams and preliminaryplant layouts, produce detailed piping, ventilation and plant

    layouts.

    5.1 Produce Domestic Sewerage and Storm Water Design

    From the detailed plant layouts and the site layout, produce

    the detail drawings to define the domestic sewerage and

    storm water management systems.5.2 Produce Environmental Control Systems Design

    From the room data sheets, equipment data sheets and the

    detailed plant layouts, produce detailed procurement

    specifications for air-conditioning and other environmental

    control systems.

    5.3 Produce Lighting and Small Power Design

    From the room data sheets and the detailed plant layouts,

    produce the layouts and procurement specifications tosupport the design and installation of the lighting and small

    power systems.

    5.4 Produce Fire Protection Systems Design

    From the detailed plant layouts and the regulatory

    requirements, produce the layouts and procurement

    specifications to support the design and installation of the fire

    protection systems.

    6. Produce Detailed Civil/Structural Engineering Design

    From the detailed plant layouts produce the detailed civil and

    structural designs required for the plant.

    6.1 Produce Site Survey / Soil Investigation

    From the preliminary plant siting studies, perform physical

    surveys of ground contour, groundwater flow and underlyinggeology to support the choice of site.

    6.2 Produce Room/Module Specifications

    From the process facility data, detailed plant layouts and

    equipment data sheets, produce the room or module

    specifications.

    6.3 Produce Civil Construction Drawings

    Produce the drawings for any civil construction workrequired.

    6.4 Design Containment Systems

    Implement the containment systems design in civil and

    structural design features where appropriate.

    6.5 Design Process Effluent Drainage Systems

    From the detailed process flow diagrams and the detailed

    plant layouts, design the necessary collection and storage

    facilities and pipework to allow the removal of processeffluents.

    6.6 Design Foundation Structures

    From the preliminary civil/structural weight estimates, the

    site survey data and seismic design criteria, produce the

    detailed plant foundations designs.

    6.7 Produce Painting and Surface Finish Specification

    Produce the painting and surface finish specification for theplant and ancillary buildings.

    6.8 Produce Weight Schedules

    Produce weight schedules for civil / structural items where

    appropriate.

    6.9 Produce Bill of Quantities

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    From the detailed civil/structural layouts, derive the Bills of

    Quantities needed to enable plant construction.

    7. Produce Detailed Safety Engineering Assessment

    Produce a detailed safety engineering assessment for the plant.

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    P Harrow colact1 PISTEP 10/06/94

    PROCURE & CONTROL EQUIPMENT MATERIALS & SERVICES

    Maintain

    Suppliers

    List

    Issue

    EnquiriesEvaluate

    Bids

    Commit

    PurchaseExpedite

    Manufacture Inspect

    Release for

    Shipment

    From Supplier

    Ship Goods

    From

    Supplier

    Control

    & Issue

    Equipment

    & Materials

    Maintain List

    Of Preferred

    Suppliers

    Maintain

    Relationship

    with Suppliers

    Compile

    Bidders

    List

    Produce

    Enquiry

    Documents

    Compile

    Conditions

    of Contract

    Condition

    Bids

    SelectSupplier

    Produce

    Purchase

    Orders

    Confirm

    Final

    Conditions

    of Contract

    Expedite

    Progress

    AuthorizeStage

    Payments

    Respond to

    Technical

    Queries

    Inspect

    Equipment,

    Materials

    & Services

    Respond to

    Concession

    Requests

    Produce Material

    Stock Strategy

    UnloadGoods

    Store Goods

    Control &

    Monitor

    Stock

    Issue & Transport

    Goods To Required

    Location

    Issue

    Release Note

    Close outPurchase

    Order

    Authorize

    Final

    Payments

    Pack

    Goods

    MakeShipping

    Arrangements

    Ship Goods

    MAINTAIN

    EQUIPMENT

    PRODUCE

    DETAILED

    ENGINEERING

    DESIGN

    CONSTRUCT &

    PRE-COMMISSION

    PLANT

    SUPPLIERS &FABRICATORS

    Equipment & Materials Catalogues

    - Equipment & Materials Specifications

    - Equipment & Material Availability & Prices

    - Spares Lists

    Delivery Dates

    Vendor Drawings

    Certification

    Equipment Procedures

    - Installation Procedures

    - Commissioning Procedures

    - Operating Procedures

    - Maintenance Procedures

    Equipment & Materials Requirements &

    Specifications

    Required on Site Dates

    Inspection Results

    Shipping Details

    Payment Details

    Equipment & Materials Catalogues

    - Equipment & Materials Specifications- Equipment & Material Availability & Prices

    - Spares Lists

    Delivery Dates

    Vendor Drawings

    Certification

    Equipment Procedures

    - Installation Procedures

    - Commissioning Procedures

    - Operating Procedures

    - Maintenance Procedures

    Inspection ResultsShipping Details

    Equipment & Materials Catalogues

    - Equipment & Materials Specifications

    - Equipment Availability & Prices

    - Spares Lists

    Delivery Dates

    Vendor Drawings

    Certification

    Equipment Procedures

    - Installation Procedures

    - Commissioning Procedures

    - Operating Procedures

    - Maintenance Procedures

    Invoices

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    PROCURE & CONTROL EQUIPMENT, MATERIALS & SERVICES

    Make enquiries, place purchase orders, inspect and expedite progress, ship goods and control stock of equipment, and materials.

    1. Maintain Suppliers List

    Keep up to date records of potential suppliers of equipment,

    materials or services, including information on pre-

    qualifications, range of goods and services available etc.1.1 Maintain List of Preferred Suppliers

    Issue and record pre-qualification questionnaires for possible

    suppliers of equipment, materials and services, including

    information on range of goods and services offered.

    1.2 Maintain Relationship With Supplier

    Maintain the relationship and keep up to date with product

    and technological advances etc.

    2. Issue Enquiries

    Issue the full set of enquiry documents to suppliers listed on the

    bidders list.

    2.1 Compile Bidders List

    From the maintained suppliers lists, list those vendors who

    have suitable experience and pre qualifications to tender for

    the required goods and services.2.2 Produce Enquiry Documents

    Compile all the enquiry documentation, from the equipment,

    materials and service requirements.

    2.3 Compile Conditions Of Contract

    Determine the contractual conditions that will apply to the

    eventual purchase order. These are part of the issued enquiry.

    3. Evaluate Bids

    Review all the tender documents received from suppliers and

    make the recommendations as to where to place the purchase

    order.3.1 Condition Bids

    Resolve the non conformances within the tender documents

    from suppliers

    3.2 Select Supplier

    Choose the successful supplier from the tenders received

    4. Commit Purchase

    Issue purchase order to the successful supplier.

    4.1 Produce Purchase Orders

    Compile all the purchase documentation, from the

    equipment, materials and service requirements.

    4.2 Compile Final Conditions Of Contract

    Determine the contractual conditions of contract that will

    apply to the purchase order from the condition bid stage.

    These are part of the purchase order.

    5. Expedite Manufacture

    Review suppliers performance and contract progression against

    promised delivery and required on site dates.

    5.1 Expedite Progress

    Review supplier progress, produce and issue a progress

    report to aid the detailed design and construction activities

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    5.2 Authorise Stage Payments

    Check that stage payments are due. Authorise and makestage payments upon the conditions of contract being met

    that allow stage payments to be made.

    5.3 Respond To Technical Queries

    Resolve any technical queries that occur during the

    manufacturing period.

    6. InspectInspect the equipment, materials and services for compliance to

    specification

    6.1 Inspect Equipment, Materials & Services

    Inspect the equipment, materials or services being provided

    noting problem areas that either need reworking or

    concessions granting.

    6.2 Respond To Concession Requests

    Organise and respond to any request for concessions, liaisingwith the detailed engineering design.

    7. Release for Shipment from Supplier

    Authorise the shipment of equipment or materials at the end of

    the fabrication and manufacture contract

    7.1 Issue Release Note

    After the last inspection, of the finished items or work, issuea release note that states that the items or work are to

    specification and are satisfactory.

    7.2 Close Out Purchase Order

    Check and confirm that all contractual requirements have

    been met by the supplier.

    7.3 Authorise Final Payments

    Check that final payments are due. Authorise and make

    payments upon the conditions of contract being met thatallow payments to be made

    8. Ship Goods from Supplier

    Arrange and transport the goods from the suppliers to the site or

    facility.

    8.1 Pack Goods

    Pack the equipment or materials suitably, and make ready fortransportation from the suppliers.

    8.2 Make Shipping Arrangements

    Arrange transportation for equipment and materials

    8.3 Ship Goods

    Ship goods to site or holding area.

    9. Control & Issue Equipment & Materials

    Control and issue equipment and materials to construction ormaintenance.

    9.1 Produce Material Stock Strategy

    Produce a strategy for holding stock required for construction

    and maintenance.

    9.2 Unload Goods

    Unload the goods from their transportation for storage.

    9.3 Store GoodsProvide storage of equipment and materials

    9.4 Control & Monitor Stock

    Monitor stock levels to ensure equipment and materials are

    available when required and raise requests to purchase more

    stock if necessary.

    9.5 Issue Goods and Transport Goods to Required Location

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    When details of equipment and materials requirements are

    received from maintain plant check if equipment or materialsare in stock. If so issue the equipment or materials to

    maintain plant.

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    CONSTRUCT and PRE-COMMISSION PLANT

    Construct the plant as defined by the detail design specifications and plan to meet the needs of the commissioning team. Construction includes

    verification that the design has been satisfied and that the resulting plant is acceptable to the commissioning team.

    1. Produce Construction Plans

    Produce plans used in the construction of the plant.

    1.1 Produce Contract Plan

    The activity of producing a contract plan which details theorganisations responsible for implementing the work

    packages of the construction plan.

    1.2 Produce Construction Plan

    Produce a construction plan which identifies all construction

    work packages, their time and resource requirements and

    dependencies.

    2. Establish Construction ServicesThe temporary construction services required for the

    construction of the plant.( e.g. temporary office, workshop,

    carpark etc. ).

    3. Erect Plant

    Construct the plant as defined by the detailed design

    specifications and verification that the construction worksatisfies the design.

    3.1 Civil / Structural Construction

    Perform the civil and structural work as defined by the civil

    and structural detail design specifications, and verification

    that the design has been satisfied.

    (e.g. establishment of foundations, drainage systems, effluent

    containment systems, buildings, pipe bridges etc).

    3.2 Erect Major Plant Items

    Locate major plant items on foundations or structures as

    defined by the detail design specifications, and verify that the

    design has been satisfied.Major plant items are considered to be fabricated elsewhere

    and supplied to construction essentially complete. In some

    cases assembly of sub units may be required during

    construction e.g. a large column may be transported to site in

    3 pieces and assembled on site. The verification activity

    would typically be inspection of the erected major plant item,

    pressure testing etc.

    3.3 Construct PipingInstall pipework as defined by the detailed piping design

    specifications, and verify that the design has been satisfied.

    The verification activity would typically be inspection of the

    piping, pressure testing etc.

    3.4 Install Electrical and Instrumentation Systems

    Install electrical and instrumentation equipment as defined by

    the detailed electrical and instrumentation designspecifications, and verify that the design has been satisfied.

    The verification activity would typically be electrical and

    instrument loop testing, off line testing of the trip system and

    control system etc.

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    3.5 Complete Special Finishes, Linings, Thermal Insulation

    And PaintingImplement finishes, linings, thermal insulation and painting

    as defined by the detailed design specifications, and verify

    that the design has been satisfied.

    4. Produce As Built Surveys

    Survey the finished construction work in order to identify non

    conformance with the detail design specifications, and updatethe design specifications with the design changes implemented

    during construction.

    4.1 Perform Conformance Checks

    Survey the finished construction work in order to identify

    non conformance with the detail design specifications that

    need resolution.

    Reference may be made to the verification records for the

    construction activities and inspection data for bought inmajor plant items, e.g. records of pressure testing vessels etc.

    4.2 Produce As Built Specifications & Drawings

    Update the detailed design specifications and drawings with

    the approved design changes implemented during

    construction.

    4.3 Identify Unfinished Work

    Identify any unfinished work and allocate responsibility forits completion.

    5. Pre Commission

    Prepare the plant for commissioning.

    5.1 Clean Plant for Testing and Commissioning

    Clean and flush the plant in preparation for testing and

    commissioning.

    5.2 Prepare Equipment for Commissioning

    Prepare the equipment for commissioning. This would

    include packing the vessels with non feedstock material,including flow dispersers, catalyst etc.

    5.3 Perform Precommissioning Tests

    Test the individual items of equipment before inert or process

    fluids are introduced, e.g. testing pump motors etc.

    5.4 Perform Baseline Inspection

    Perform the baseline inspection of e.g. pressure systems

    6. Handover to Process Commissioning

    Transfer responsibility for the plant from the construction team to

    the commissioning team, documented by a Handover Certificate.

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    P Harrow colact1 PISTEP 26/04/94

    COMMISSION PROCESS & HANDOVER PLANT

    Commission

    Plant

    Perform

    Acceptance

    Testing

    Handover

    Plant For

    Operation

    Train

    Commissioning

    Personnel

    Produce

    Commissioning

    Plan

    Perform TripTests

    Perform Cold

    Commissioning

    Perform Hot

    Commissioning

    Tune Control

    Systems

    Identify PlantPerformance

    Envelope

    Compare

    Performance to

    Specification

    Identify Corrective

    Actions &

    Responsibility

    PRODUCE

    DETAILEDPROCESS

    DESIGN

    OPERATE

    PLANT

    CONSTRUCT &

    PRE-COMMISSION

    PLANT

    Update OperatingProcedures

    Finalize

    Agreement

    With Regulatory

    Bodies

    Perform Plant

    Handover

    As Built Drawings

    Operating Procedures

    Acceptance Test results

    Handover Certificate

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    COMMISSION PROCESS & HANDOVER PLANT

    Prove operation of all plant systems as defined by the detailed design specifications such that the plant can be accepted for operation to manufacture

    product.

    Commissioning typically consists of a number of stages progressing from activities using either non or inert process materials to the use of production

    process materials.

    1. Produce Commissioning Plan

    Produce a commissioning plan which identifies allcommissioning activities, their time and resource requirements

    and dependencies.

    2. Train Commissioning Personnel

    Train personnel to commission the plant.

    3. Commission Plant

    Prove operation of the plant as defined by the detail designspecifications by the introduction of process materials into the

    plant and operating the plant to prove the process transforms

    feedstocks to products.

    3.1 Perform Trip Tests

    Prove operation of the plant safety trip system as defined by

    the detail design specifications.

    The trip test would use as far as practicable real processconditions to cause trip detection with use of simulation via

    instrument signal injection only on limited cases. For

    example level trips would be tested by introducing a liquid

    into the vessel.

    3.2 Perform Cold Commissioning

    Prove operation of the plant as defined by the detail designspecifications by the introduction of inert feedstock materials

    into the plant and performing the unit operations designed to

    effect transformation into product or products.

    3.3 Perform Hot Commissioning

    Prove operation of the plant as defined by the detail design

    specifications by the introduction of production feedstock

    materials into the plant and operating the plant to prove the

    process transforms feedstocks to products.3.4 Tune Control Systems

    Tune the control loops within the control system for the

    plant.

    4. Perform Acceptance Testing

    Test the plant under operating conditions to ensure that it

    conforms to the design specification and obtain the performanceenvelope for the plant.

    4.1 Identify Plant Performance Envelope

    Operate the plant under various conditions to determine the

    operating range for the plant.

    4.2 Compare Performance to Specification

    Compare operation with the detail process design

    specifications.

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    4.3 Identify Corrective Actions & ResponsibilityIdentify any corrective actions required to make the plant

    perform to specification and the allocate responsibility for

    those corrective actions.

    5. Handover Plant for Operation

    Transfer responsibility for the plant from the commissioning

    team to the operating team, documented by a handover

    certificate.

    5.1 Update Operating Procedures

    Update the operating procedures to incorporate changes that

    may have occurred during construction and commissioning.

    5.2 Finalise Agreement with Regulatory Bodies

    Obtain the final agreement with the regulatory bodies that all

    relevant regulations have been met and that the plant may be

    put into operation.5.3 Perform Plant Handover

    Produce the handover certificate and hand the plant over to

    the operating staff for operations.

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    P Harrow colact1 PISTEP 26/04/94

    Ensure

    Safe Plant

    Operation

    Plan &

    Schedule

    Plant

    Operation

    Operation

    Of Plant

    Request and

    Approve Work

    on Plant

    Obtain Operating

    Procedures

    Obtain Operating

    Schematics

    Define Safety

    And Security

    Procedures

    Obtain Certificate

    to Operate

    Maintain Safety

    Case

    Train Operating

    Personnel

    Define

    Operating Modes

    Plan Plant

    Operations

    Schedule Plant

    Operations

    Configure Plant

    Start-up Plant

    Monitor Plant

    Performance

    Optimize Plant

    Performance

    Account for Plant

    Performance

    Shutdown &

    Clean Out Plant

    Dispose of

    Inventory

    Identify

    Requirement

    for Engineering

    Work

    Request

    Engineering Work

    Approve Work

    Permits

    Ensure Safe

    Working

    Conditions

    Accept

    Engineering

    Work

    OPERATE PLANTCOMMISSION PROCESS& HANDOVER PLANT

    DECOMMISSION

    PLANT

    Plant Status

    Ground Drains Status

    Safety Case

    As Built & As Modified Drawings

    MAINTAIN

    EQUIPMENT

    Engineering Work Requests

    Working Conditions Requirements

    Engineering Work Permits

    Acceptance of Engineering Work

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    OPERATE PLANT

    Operate plant safely, efficiently, and according to plan.

    1. Ensure Safe Plant Operation

    Take those steps necessary to ensure that the plant can be

    operated in a safe and proper manner.

    1.1 Obtain Operating ProceduresAcquire Operating Procedures from the Process Design team.

    1.2 Obtain Operating Schematics

    Acquire Operating Schematics from the Process Design

    team.

    1.3 Define Safety and Security Procedures

    Define the procedures that will ensure that the plant is

    operated in a safe manner at all times, and that the security of

    the plant is not breached at any time.1.4 Obtain Certificate to Operate

    Acquire the certificate to operate the plant and ensure that it

    properly reflects the use of the plant.

    1.5 Maintain Safety Case

    Ensure that the safety case for the plant properly reflects the

    state and operation of the plant, and to revise the safety case

    when this is appropriate.1.6 Train Operating Personnel

    Train the personnel in the procedures that will ensure that the

    plant is operated in a safe and efficient manner at all times,

    and that the security of the plant is not breached at any time.

    2. Plan and Schedule Plant Operations

    Plan the way that the plant will operate in future periods.

    2.1 Define Operating Modes

    Identify and define the standard ways in which the plant

    should operate so that plans can be based on these standardoperating modes.

    2.2 Plan Plant Operations

    Plan for the longer term and in restricted detail the way the

    plant should operate.

    2.3 Schedule Plant Operations

    Plan in detail the operation of the plant in the immediate

    future.

    3. Operation of Plant

    Operate the plant to produce products in a safe, efficient and

    effective manner.

    3.1 Configure Plant

    Line-up the plant choosing which circuits to use from the

    available options.

    3.2 Start-up PlantPrepare the plant for the introduction of feed. Introduce the

    feed, and bring the plant up to normal operating conditions.

    3.3 Monitor Plant Performance

    Measure process conditions, and summarise as appropriate

    for reporting purposes.

    3.4 Optimise Plant Operations

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    Check plant performance conforms to target performance,

    and take corrective action where necessary.

    3.5 Account for Plant Performance

    Create formal record of plant performance for accounting

    purposes.

    3.6 Shut-down & Clean Out plant

    Reduce operating conditions and feedstock flowrates in such

    a way as to safely bring the plant out of operation. Clean out

    plant to remove any remaining feedstocks.

    3.7 Dispose of Inventory

    Remove feedstocks and other reagents from the plant.

    4. Request and approve Work on Plant

    Request maintenance. Approve proposed maintenance work.

    Make sure work is carried out safely, and sign-off completed

    work.4.1 Identify Requirement for Engineering Work

    Identify the need for engineering work when equipment does

    not work or fails to operate as expected.

    4.2 Request Engineering Work

    Define priority of maintenance requirements and request that

    they are carried out.

    4.3 Approve Work Permits

    Ensure that the way work is proposed to be carried out is

    safe.

    4.4 Ensure Safe Working Conditions

    Ensure that conditions are safe whilst work is carried out, e.g.

    no flammable materials in area if hot work is being carried

    out.

    4.5 Accept Engineering Work

    Check that work has been satisfactorily completed before

    making plant available for operation.

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    P Harrow colact1 PISTEP 10/06/94

    MAINTAIN EQUIPMENT

    Define

    Maintenance

    Approach

    Plan Actual

    Maintenance

    Or

    Inspection

    Prepare For

    Maintenance

    Or

    Inspection

    Maintain

    Or

    Inspect

    Equipment

    Obtain Plant Availability

    Requirements

    Obtain Equipment

    Records

    Obtain Plant &

    Equipment Drawings

    Obtain & Develop

    Maintenance

    Procedures

    Define Preventative,

    Breakdown, Shutdown

    Maintenance Strategy

    Obtain & Develop Spares

    Strategy

    Obtain Hazardous

    Materials Data

    Train Maintenance &

    Inspection Staff

    Respond to Maintenance

    Request

    Identify Routine

    Maintenance Requirement

    Identify Inspection

    Requirements

    Obtain Equipment Records

    Obtain Plant & EquipmentDrawings

    Obtain Maintenance

    Procedures

    Obtain Plant Availiability

    Requirements

    Identify Resource

    Requirements

    Schedule Maintenance

    & Inspection

    Obtain Equipment

    Records

    Obtain Plant &

    Equipment Drawings

    Obtain Maintenance

    Procedures

    Obtain Resources

    Obtain Work Permits

    Obtain Inspection

    Reports

    Prepare Site

    for Work

    Perform

    Maintenance

    or Inspection

    Record

    Resources

    Consumed

    UpdateEquipment

    Records

    PROCURE & CONTROL

    EQUIPMENT, MATERIALS

    & SERVICES

    Inspection Requirements

    Work Permit Requests

    Notification of Work Completion

    OPERATE

    PLANT

    CONSTRUCT &

    PRE-COMMISSION

    PLANT

    DEMOLISH PLANT

    & RESTORE SITE

    State of Equipment

    Value of Equipment

    Equipment Records

    Materials & Equipment Requirements & Specifications

    Required on Site Dates

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    MAINTAIN EQUIPMENT

    Maintain plant and equipment in a safe manner to ensure plant operability.

    1. Define Maintenance Approach

    Define the approach to the task of maintaining plant and

    equipment.

    1.1 Obtain Plant Availability Requirements

    Obtain the plant availability requirements which the

    maintenance must achieve.

    1.2 Equipment Records

    Obtain the records for each item of equipment in the plant.

    1.3 Obtain Plant and Equipment Drawings

    Obtain the drawings for the plant and each item of equipment

    in the plant.

    1.4 Obtain and Develop Maintenance Procedures

    Procedures provide information for performing tasks relatingto routine, preventative, inspection and corrective

    maintenance activities. The procedures will have to be

    developed as the plant is modified or the need for new

    procedures arise.

    1.5 Define Preventative, Breakdown, Shutdown Maintenance

    Strategy

    Define the strategy to be followed for preventativemaintenance and maintenance required as the result of

    breakdown or shutdown.

    1.6 Obtain and Develop Spares Strategy

    Obtain the spares strategy developed during the Detailed

    Engineering Design and develop this to meet the needs of the

    plant and equipment.

    1.7 Obtain Hazardous Materials Data

    Obtain the data relating to the storage, handling and disposal

    of hazardous materials issued by Regulatory Bodies, or

    others.

    1.8 Train Maintenance & Inspection StaffTrain staff in inspection and maintenance procedures so that

    the equipment is inspected and maintained in a safe and

    timely manner.

    2. Plan Actual Maintenance or Inspection

    Plan the sequence of operations required to perform inspection

    or maintenance of equipment.

    2.1 Respond to maintenance RequestIdentify the manpower, materials, special resources, estimate

    costs and Work Permits required to meet the maintenance

    request.

    2.2 Identify Routine Maintenance Requirement

    Identify requirements for routine maintenance for equipment

    based on the maintenance approach and procedures for the

    equipment.2.3 Identify Inspection Requirements

    Identify inspection requirements for equipment based on the

    maintenance approach and procedures for the equipment.

    2.4 Obtain Equipment Records

    Obtain the records for each item of equipment to be

    maintained or inspected.

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    2.5 Obtain Plant and Equipment Drawings

    Obtain the drawings for the plant and each item of equipmentin the plant to be maintained.

    2.6 Obtain Maintenance Procedures

    Obtain the procedures which provide information for

    performing tasks relating to routine, preventative, inspection

    and corrective maintenance activities.

    2.7 Obtain Plant Availability Requirements

    Obtain the plant availability requirements which the

    maintenance must achieve.

    2.8 Identify Resource Requirements

    Identify the resources in personnel, spares and special tools

    required to perform the maintenance or inspection.

    2.9 Schedule Maintenance & Inspection

    Schedule the maintenance or inspection required.

    3. Prepare for Maintenance or InspectionPrepare to carry out the required maintenance or inspection.

    3.1 Obtain Equipment Records

    Obtain the records for each item of equipment to be

    maintained or inspected.

    3.2 Obtain Plant and Equipment Drawings

    Obtain the drawings for the plant and each item of equipment

    to be maintained.

    3.3 Obtain Maintenance Procedures

    Obtain the procedures which provide information for

    performing the maintenance or inspection.

    3.4 Obtain Resources

    Obtain the resources in personnel, spares and special tools

    required to perform the maintenance or inspection.

    3.5 Obtain Work Permit

    Obtain authorisation to allow work to be executed and the

    conditions that must be fulfilled to perform the work safely.3.6 Obtain Inspection Report

    The inspection report records the results of the last inspection

    of an equipment item with details of conditions inspected e.g.

    Test Pressure.

    4. Maintain or Inspect Equipment

    Prepare the site and perform the required maintenance or

    inspection.

    4.1 Prepare the site for work

    Perform any preparatory work on the site before undertaking

    maintenance or inspection.

    4.2 Perform Maintenance or Inspection

    Perform the required maintenance or inspection.

    4.3 Record Resources Consumed

    Provide a record of resources in labour and spares consumedin performing the maintenance activities.

    4.4 Update Equipment Records

    Update the records of activities and work completed on the

    equipment.

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    P Harrow colact1 PISTEP 24/04/94

    Define

    Decommissioning

    Requirements

    Clean &

    Mothball

    Plant

    Produce

    Decommissioning

    & Restoration

    Plan

    Identify Current

    Status

    Define Final

    Status

    DECOMMISSION PLANT

    Perform

    Preparatory

    Works

    Isolate Services

    Provide

    Temporary Services

    Provide

    Decommissioning

    Equipment

    Clean Plant

    Mothball Plant

    Archive Plant

    Records

    DetermineInspection

    Requirements

    Finalize

    Regulatory

    Approvals

    O P E R A T E

    PLANT

    DEMOLISH PLANT

    & RESTORE SITE

    Plant StatusPlant Records

    Inspection Requirements

    Regulatory Approvals

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    DECOMMISSION PLANT

    Take a plant out of operating service, isolate all feedstock and services, remove all process materials from the plant, and establish maintenance

    conditions such that the plant could be returned to operating service.

    1. Define Decommissioning Requirements

    Identify the current plant status and define the required mothball

    plant status.

    1.1 Identify Current Status

    Identify the current plant status.

    1.2 Define Final Status

    Define the final plant status.

    2. Produce Decommissioning & Restoration Plan

    Produce a decommissioning plan which identifies all

    decommissioning activities, restoration activities and their time

    and resource requirements and dependencies.

    3. Perform Preparatory Works

    Undertake preparatory works required before the plant may be

    cleaned and mothballed.

    3.1 Isolate Services

    Isolate power and other services from the plant.

    The isolation would typically be electrical power, instrumentand process air, steam, cooling water etc.

    3.2 Provide Temporary Services

    Provide temporary services required during the cleaning and

    mothballing of the plant.

    3.3 Provide Decommissioning Equipment

    Provide decommissioning equipment required to clean and

    mothball the plant.

    4. Clean And Mothball Plant

    Clean the plant and establishing any maintenance conditions

    such that the plant could be returned to operation.

    4.1 Clean Plant

    Clean the plant internally and externally prior to mothballing.

    4.2 Mothball plant

    Put the plant in a state such that its condition is preserve so

    that the plant could be returned to operation or demolished.

    4.3 Archive Records

    The archiving of all records associated with the plant to meet

    regulatory requirements or recommissioning requirements.

    4.4 Determine Inspection RequirementsDetermine any inspection requirements from regulatory

    bodies.

    4.5 Finalise Regulatory Approvals

    Finalise any agreements with regulatory bodies that the plant

    site has met all requirements.

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    P Harrow colact1 PISTEP 26/04/94

    Obtain Equipment

    Records

    Obtain Plant &

    Equipment Drawings

    Obtain Maintenance

    Procedures

    Obtain Resources

    Obtain Work Permits

    Obtain Inspection

    Reports

    DEMOLISH PLANT AND RESTORE SITE

    DefineDemolition &

    Restoration

    Requirement

    Plan

    Demolition

    & Restoration

    Prepare

    for Plant

    Demolition

    Demolish &

    Secure Plant

    Define

    Demolition

    Requirements

    DefineRestoration

    Requirements

    Perform Safety &

    Environment Study

    Produce

    Demolition

    Procedures

    Produce ResourceEstimates

    Produce

    Demolition &

    Restoration

    Plan

    Prepare Site

    Remove

    Plant

    Dispose of

    Plant

    Box up &

    Secure Plant

    To Remain

    Restore

    SiteDispose of

    Site

    Survey Site

    Contamination

    Remove / Treat

    Contaminated

    Material

    Dispose of

    Contaminated

    Material

    Restore

    Environment

    Archive Records

    Finalize

    Regulatory

    Approval

    DECOMMISSION PLANT

    Disposal Records

    Restoration Records

    Handover Records

    Final Regulatory Approvals

    MAINTAIN

    EQUIPMENT

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    DEMOLISH PLANT AND RESTORE SITE

    The activity of taking a plant out of operating service, isolating all feedstock and services, removing all process materials from the plant, and

    establishing maintenance conditions such that the plant could be returned to operating service.

    1. Define Demolition & Restoration Requirement

    Identify the current plant and equipment status, the demolition

    and restoration requirements and any hazards involved in

    implementing demolition.

    1.1 Define Demolition Requirements

    Identify demolition requirement for the plant.

    1.2 Define Restoration Requirements

    Identify the restoration requirement for the plant.

    1.3 Perform Safety & Environment Study

    Perform a safety and environment study to ensure that the

    plant may be demolished in a safe manner without hazard topersonnel or the environment.

    2. Plan Demolition And Restoration

    Identify the current plant status and produce the demolition and

    restoration plans.

    2.1 Produce Demolition Procedures

    Identify any hazards involved with the demolition and

    restoration activities and define procedures to manage them

    in a safe manner.

    2.2 Produce Resource Estimates

    Produce estimates for the resources required for the

    demolition or restoration of the plant.

    2.3 Produce Demolition And Restoration Plan

    Produce a demolition and restoration plan which identifies all

    demolition and restoration activities, their time and resource

    requirements and dependencies.

    3. Prepare Plant For Demolition

    Prepare the plant for demolition.

    3.1 Obtain Equipment Records

    Obtain the records for each item of equipment to be

    demolished.

    3.2 Obtain Plant and Equipment DrawingsObtain the drawings for the plant and each item of equipment

    to be demolished.

    3.3 Obtain Maintenance Procedures

    Obtained the procedures which provided information for

    performing the maintenance or inspection of the equipment

    to be demolished.

    3.4 Obtain Resources

    Obtain the resources in personnel, spares and special tools

    required to perform the demolishment of the equipment.

    3.5 Obtain Work Permit

    Obtain an authorisation for work and the conditions

    necessary for it to be carried out safely.

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    3.6 Obtain Inspection Reports

    Obtain the inspection report that gives the state of equipmentitems with details of conditions inspected e.g. Test Pressure.

    4. Demolish And Secure Plant

    Demolish, remove and dispose of plant. Secure plant to remain.

    4.1 Prepare Site

    Prepare the site for demolition of the plant.

    4.2 Remove Plant

    Remove from site the demolished plant.4.3 Dispose of Plant

    Dispose of plant items and materials.

    4.4 Box-Up And Secure Plant To Remain

    Establish any maintenance conditions for plant to remain on

    site.

    5. Restore SiteRestore the site to meet environmental requirements or prepare

    the site for new plant.

    5.1 Survey Site Contamination

    Perform a survey of site contamination.

    5.2 Remove / Treat Contaminated Material

    Remove or treat material from the site which may prove a

    hazard subsequent to the restoration of the site.

    5.3 Dispose of Contaminated Material

    Dispose of any contaminated material in a safe and approved

    manner.

    5.4 Restore Environment

    Restore the site to a condition approved by regulatory bodies.

    Typical activities here would be reset drains, landscaping etc.

    6. Dispose of Site

    Transfer responsibility for the plant from the demolition team to

    the site owner, documented by a handover certificate.6.1 Archive records

    Archive all records associated with the demolition and

    restoration of the site.

    6.2 Finalise Regulatory Approval

    Obtain regulatory body approval that the site has been

    correctly restored and is fit for disposal.