BN-EG-UE101 Process Close-Out Reports

Table of Contents

1. Purpose
2. General
3. Responsibilities
4. Procedure
5. Attachments

1. Purpose

Confirm the assigned responsabilities of the Process Department staff on the job.

Highlight goals achived and major problems encountered on the job.

Make recommendations based on the experience gained on the job.

Confirm the final overall scope of job and record the expanded process manhours.

Summarize any major problems encounted on job.

Highlight any unusual design features or techniques used on the job.

2. General

The Process Close Out Report provides a summary of all major job activities in which the process engineers were involved and their impact on the overall objectives of the job.

3. Responsibilities

The process supervisor on a job or major proposal is responsible for the preparation of a written job close out summary on the Process Department effort. The close out report is required on all jobs unless Process Management waives the requirement and is one of the last documents issued by the job process supervisor before starting on any new assignment.

4. Procedure

4.1 Timing

The close out report should be issued at the end of the in-house process follow-up period of the job when the process calculations and documents are completed and filed.

4.2 Explanation

The attached example indicates the minimum required content of a job close out report. The form can be modified as required to fit the needs of specific jobs.

The following gives a brief explanation of some items contained in the report:

4.2.1 Plant Type, Location, Capacity (Item 1.0)

State type of plant, number of units and capacities along with location of plant. Identify any unusual design factors relating to capacity.

4.2.2 Time Period (Item 4.0)

Starting date through close out date (refers to in-house engineering only and not field pre-commissioning or start-up work).

4.2.3 Remarks, Problem Areas, Suggested Improvements (Item 7.0)

List any major problems encounted on the job. Give reasons for these problems and how they may avoided on future jobs.

General statement on Process Department performance on the job as analyzed by the job process supervisor. For example, the Process Department performed well or poorly on the job with major reasons for success or failure including major problems encounted during the job.

List any pertinent comments regarding the job which should be helpful in evaluating it. Highlight problem areas. Discuss areas of a job which, if you were to do it again, you would do differently. Suggest better ways to control a job or state what methods were employed and found to be successful that you would recommend for use on future jobs.

4.2.4 Unique Process Design Features (Item 8.0)

Highlight anything which might be considered unusual or unique to this job that others shuold be aware of including proprietary designs, special unit operations, etc. In general, summarize what was learned on this job and well worth recording.

4.2.5 Process Manhour Summary (Item 9.0)

Where appropriate, multiple pages should be used for the Process Manhour and Summary (Item 9.0). This can be done on designs which are divided into phases or on large projects where manhours are recorded per area.

4.2.6 Additional Process Department Work (Item 11.0)

A status summary should be provided if any additional Process Department work may be required such as tower inspections, test runs, etc. to satisfy the overall job contract.

4.2.7 Distribution

The Job Close Out Report should be distributed according to the distribution list included in Attachment 5.1.

5. Attachments

1. Typical Close Out Report (6 Pages)