CM-PE-306 Procedure for Multi-Discipline Design Reviews

Table of Contents

1. Purpose
2. General
3. Responsibilities
4. Procedure
5. Flowchart
6. References
7. Attachments

1. Purpose

To outline the method of initiating, conducting and reporting of multi-discipline design reviews.

2. General

A design review is a formal meeting performed by a multi-discipline review team to examine aspects of the design, such as but not limited to:

• Safety

• Environment

• Constructability

• Operability

• Maintainability

• Technical integrity

• Contractual requirements

The objectives of design reviews are:

• To obtain assurance that all project requirements with respect to above listed aspects have been incorporated in the design;

• To assure that all actions and decisions affecting overall design are fully documented and that records are securely kept;

and to ensure that all parties are:

• Conversant with the development of each other's work;

• Aware of the latest project requirements;

• Still working to schedule and to the agreed philosophy of approach;

• Working together in such a way as to produce consistent docu­mentation;

Dependent on the nature and scope of a project, the types and depth of design reviews may vary. They may range from reviews encompassing all technical docu­ments and safety studies to reviews limited to certain key documents only, such as P&I's, plot layouts and process design bases.

3. Responsibilities

3.1The Project Manager is responsible for:

• The identification of the contractual, statutory and/or Company's requirements with respect to plant design

• Deciding on the necessity, timing and type of design reviews and outlining these requirements in the Project Procedure and Execution Manual

• The selection of the Lead Review Engineer

• Ensuring that all project design reviews are executed.

He may delegate this responsibility to the Project Engineering Manager or Project Engineer.

3.2 The Lead Review Engineer is responsible for:

• Chairing the review meeting conducted by the Design Review Team

• Reporting the results

• Monitoring the follow-up of the recommendations for correc­tive actions resulting from the design reviews.

4. Procedure

4.1 Scheduled Design Reviews

The Project Manager shall call the design reviews when due as indicated in the Project Procedure and Execution Manual (ref. 6.2). At least one design review shall be held for each project. Normally, the first review shall be held before the P&ID's are issued "Prelim­inary for com­ment".

Typically, design reviews shall be held to evaluate two major areas of activi­ty:

• Plant design, and

• Equipment and material integrity.

4.1.1 Plant Design

Plant design includes the activities to develop the documents for interrelating items of equipment required for the project. These documents have a significant effect on integ­rity of design of the facilities.

4.1.2 Equipment and Material Integrity

The basic integrity of equipment and material depends primari­ly on:

• The correct specification and design of each individu­al item

• The selection of suitably qualified vendors and fab­rica­tions

• Setting up suitable testing and examination to ensure the desired quality and performance.

4.2 Selection of the (Lead) Review Engineer(s)

The Lead Review Engineer shall be selected by the Project Manager.

Design reviews may be carried out by one Reviewer alone or by a Design Review Team under the guidance of the Lead Review Engineer.

Review engineer(s) shall be suitably qualified/experienced personnel concerned with the design stage being reviewed, as well as other specialist personnel as required.

The other members of the Design Review Team shall be selected by the Lead Review Engineer, and the Project Engineers, from various other technical disciplines as required to cover all related aspects of the subject being reviewed.

4.3 Design Review Meeting

The design review meeting shall be called by the Lead Review Engi­neer.

Engineering staff of the various technical disciplines shall be available for any consultations of the Review Team if and when necessary.

The Lead Review Engineer shall acquire the latest issue of the appropriate key documents for the review, which may include but not be limited to:

• Process Design Basis

• Process Flow Diagram

• Engineering Flow Diagram

• Utility Flow Diagram

• Site and Plot Plans, and Plant Model

• Hazardous Area classification drawing

• Operating/Commissioning/Maintenance Manuals

• Multi-discipline requisitions/specifications

A further listing of typical backup documentation for design reviews is given in Attachment 1.

Typical checklists exist, which include design related aspects for the review of the following:

• Engineering and Utility Flow Diagrams (ref. 6.3)

• Plotplans (ref. 6.3)

• Technical Disciplines (ref. 6.4)

• Plant Model Review (ref. 6.5)

These items of the checklists shall be used as appropriately as the minimum basis for the review exercise.

4.4 Reporting

The Lead Review Engineer shall report the findings of the Design Review including when appropriate:

• A list of all attendees and contributors (see Attachment 2 for a typical example)

• Identification of all design and engineering problems related to the aspects as listed in 2.0, which could exist and affect the design

• A summary covering all necessary corrective actions to be taken

• A statement as to the necessity of follow-up design reviews

This report, either a Design Review Report or Minutes of Meeting with marked-up check-prints shall be signed by the Lead Review Engi­neer.

The Lead Review Engineer shall distribute a formal report or minutes of meeting as a minimum to:

• The members of the Design Review Team

• Any other attendees

• The Project Manager

• Those members of the Project Team who have responsibility for the corrective actions indicated in the report

• The appropriate Department Managers

4.5 Follow-up

The Lead Review Engineer shall make follow-up checks of the neces­sary corrective actions for implementation and shall mark up the project copy of the review report or minutes of meeting to record the outcome, or issue a supplementary report to be distributed as the first report (see 4.4).

The Lead Review Engineer shall coordinate any follow-up design reviews.

4.6 Design Review Files

A project design review file shall be maintained until the term of the project by the Project Manager (ref. 6.1).

This file shall contain as a minimum:

• Index of the file contents

• Agenda of the Design Review meetings

• The Design Review Reports/minutes of meeting

• Copies of all correspondence relating to the Design Reviews

5. Flowchart

6. References

7. Attachments

1. Typical Backup Documentation for Design Reviews

2. Design Review Meeting Attendance List

Typical Backup Documentation For Design Reviews

Process Data:

Hazardous Materials Data
Line Designation Tables
Process data sheets for all equipment
Pressure relief load schedule
Pressure/Temperature Profile
Safeguarding Memoranda
Safeguarding Narratives
Safeguarding Flow Schemes

Equipment:

Equipment specifications, including vendor information

Instrumentation:

Shut-down system diagrams
Trip Alarm system diagrams
Machine Monitoring Systems

Electrical:

One line diagram

Drainage Data:

Fire protection and fire fighting
Underground process and utilities services lines

Operability:

Operating philosophy and operating instructions prepared to date

Piping:

Piping specifications
Site plans and plot plans
Piping general arrangement drawings

It would be essential when reviewing the above, that the contract instructions were available for reference, especially Client's or Licensor's detailed requirements, together with site conditions etc.

Design Review Meeting Attendance List