Process Engineering

Responsibilities
Jim Powers

15 March 2006

HYDROCARBONS | MINERALS & METALS | INFRASTRUCTURE | POWER

 What do you know?

Let’s take inventory of

what you know.

2 15 Mar 2006 Process Responsibilities.ppt

 Process Engineering

Define Responsibilities
– Proposals and Sales Efforts
– Conceptual Studies
– Front-end Process Design
– Detailed Engineering
– Commissioning & Operation
– Work Management and Organization

3 15 Mar 2006 Process Responsibilities.ppt

 Proposals and Sales Efforts

Develop and maintain expertise in technologies

Develop and maintain key contacts with clients
Write process descriptions for proposals
Develop work scopes and execution plans for proposals

4 15 Mar 2006 Process Responsibilities.ppt

 Proposals and Sales Efforts

Answer technical questions regarding proposals

Estimate process staffing requirements
– Process Engineering hours for the project
– Process organizational structure for the project

Develop schedule for the project

Support proposal cost estimates

5 15 Mar 2006 Process Responsibilities.ppt

 Conceptual Studies

Tasks:
Define Scope of Work
– Objectives
– Constraints
– Schedule & Budget

Collect Data Necessary to Perform Work

– Equipment & Instrument Data
– Equipment & Piping Layout & Configuration
– Plant Operating Data
– Miscellaneous Data

6 15 Mar 2006 Process Responsibilities.ppt

 Conceptual Studies

Tasks:
Perform Work
– Process Simulations
– Engineering Calculations
– Provide Information to Supporting Disciplines
– Support Estimating Activities
– Maintain Communication throughout with Client

Issue Report
– Summarize Study Results
– Clearly Present All Pertinent Information
– Make Recommendations as Appropriate

7 15 Mar 2006 Process Responsibilities.ppt

 Conceptual Studies

Documentation:
Meeting Notes
Block Flow Diagrams
Process Design Basis & Criteria
Process Description
Process Flow Diagrams
Reports
Back-up Calculations

8 15 Mar 2006 Process Responsibilities.ppt

 Conceptual Studies

Key Interfaces:
Clients
Process Technology Experts
Vendors & Licensors
Cost Estimating
Mechanical, Piping, Control Systems
Project Management

9 15 Mar 2006 Process Responsibilities.ppt

 Conceptual Studies

10 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Project Information Portal (PIP)

Citrix SharePoint
Project Working Area Job notes Standards Procedures

Work Share
Process Simulation

Rebar
SmartPlant P&ID

Instrumentation

SmartPlant 3D
SmartPlant

SmartPlant
Electrical

MARIAN
ZYQAD

Triforma

PDS
Stress Analysis

SmartPlant Review

Engineering Framework Custom Adaptors

EDMS MS BizTalk
Reporting Data Warehouse Bulk Loader
SmartPlant Foundation

Client Project Information Systems

e.g. Documentum Maximo Data Warehouse

11 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Design Basis
Process Design

12 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

13 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Design Basis - Tasks:

Develop Scope, Design Basis and Criteria
Collect Information Necessary for Work
Evaluate and Select Licensor
Obtain Licensor Data
Obtain Information from Catalyst Vendors
Develop Schedule & Execution Plan

14 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Design Basis - Documentation:

Design Basis & Criteria
Basic Engineering Design Data (BEDD)
Meeting Notes & Correspondence
Licensor Evaluation Reports

15 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Design Basis - Documentation:

Licensor Design Package
Process Description
Study Reports
Schedule & Execution Plan

16 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

17 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Design Basis - Key Interfaces:

Clients
Process Technology Experts
Licensors and Catalyst Vendors
Project Management
Project Controls

18 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Process Design - Tasks:

Develop Simulation Model
– Optimize the Unit
– Determine Unit Design Cases

Generate Heat & Material Balance

Develop Process Flow Diagrams
– Finalize Unit Configuration
– Determine Alternate Processing Schemes

19 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Process Design - Tasks:

Trend Changes in Scope
Identify Hazardous Materials
Develop Material Selection Diagrams & Tables
Estimate Utility Requirements
Estimate Catalysts & Chemicals Usage

20 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Process Design - Tasks:

Develop P&IDs
– In-House Reviews
– Joint Reviews
– HAZOP Reviews

Identify Safety Systems

Specify Winterization Requirements

21 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Process Design - Tasks:

Develop Equipment Specifications
– Set Equipment Design Conditions
– Perform Hydraulic Calculations & Line Sizing

Generate Instrument Process Data

– Flow Meters & Control Valves
– Indicators & Gauges
– Analyzers
– Pressure Relief Valves

Write Control Narratives

22 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Process Design - Tasks:

Develop Piping Network Designs
– Cooling Water Headers
– Flare Headers
– Tempered & Chilled Water Systems
– Hot Oil Systems

Participate in Equipment Layout and Unit Plot Plan

Development
Participate in 3-D Model Reviews

23 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Process Design - Tasks:

Participate in Cost Estimate Reviews
Develop Emission Estimates
Provide Process Data to Support Electrical Area
Classification Drawings
Generate Process Data for Piping Line List
– Set Piping Design Conditions
– Review Alternate Operating Cases
– Specify Insulation Requirements

24 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Process Design - Documentation:

Simulation Output
Heat & Material Balance
PFDs
Material Safety Data Sheets
P&IDs
Hazop Reports

25 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Process Design - Documentation:

Plot Plan
Equipment List
Equipment Data Sheets
Instrument Data Sheets
Control Narratives
Utility Summary

26 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Process Design - Documentation:

Catalyst & Chemical Summary
Electrical and Hazardous Area Classification Drawings
Relief Load Summary
Piping Line List
Deviation Reports
Back-up Calculations & Correspondence

27 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Process Design - Key Interfaces:

Clients
Process Technology Experts
Licensors
Catalyst Vendors
Project Management
SHE

28 15 Mar 2006 Process Responsibilities.ppt

 Front- End Process Design

Process Design - Key Interfaces:

Other Disciplines
– Piping
– Mechanical
– Control Systems
– Electrical

HAZOP Facilitators
Materials Specialist
Construction Management

29 15 Mar 2006 Process Responsibilities.ppt

 Detailed Engineering

Tasks:
Review Vendor Data & Bid Tabulations
Conduct Final Hydraulics Check
– Review Pump Calculations
– Check Network Systems
– Review Isometric Drawings

Follow up on HAZOP Action Items

Participate in 3-D Model Reviews

30 15 Mar 2006 Process Responsibilities.ppt

 Detailed Engineering

Tasks:
Confirm Control Valve Process Data
Confirm Relief Valve Process Data
Maintain Piping Line List
Support Other Disciplines
Trend Scope Changes
Support Field Work

31 15 Mar 2006 Process Responsibilities.ppt

 Detailed Engineering

Tasks:
Write Procedures
– Operating
– Start-up
– Shutdown
– Emergency

Confirm Catalysts & Chemicals Usage

Participate in Constructability Reviews

32 15 Mar 2006 Process Responsibilities.ppt

 Detailed Engineering

Documentation:
P&IDs
Bid Tabulations (Equipment Data Sheets)
Hydraulic Calculations
Instrument Data Sheets
Piping Line List

33 15 Mar 2006 Process Responsibilities.ppt

 Detailed Engineering

Documentation:
Isometric Drawings
HAZOP Action Item List
Catalyst and Chemical Summary
Operating Manual
Deviation Reports

34 15 Mar 2006 Process Responsibilities.ppt

 Detailed Engineering

Key Interfaces:
Clients
Licensors
Other Disciplines
Project Management
Construction Management

35 15 Mar 2006 Process Responsibilities.ppt

 Commissioning & Operation

Tasks:
Review Construction & Generate Punch-Lists
Oversee and Advise during Commissioning of Utilities and
Off-Sites
Oversee and Advise during Precommissioning Activities
– Line Flushing
– Acidizing
– Blowdown of Steam Lines to Turbines
– Air-Freeing

36 15 Mar 2006 Process Responsibilities.ppt

 Commissioning & Operation

Tasks:
Revise and Update Procedures as Needed
Provide Start-up Assistance for Process Unit
Oversee and Advise during Unit Performance Test
Perform Appropriate Calculations to Confirm Compliance
with Performance Guarantees

37 15 Mar 2006 Process Responsibilities.ppt

 Commissioning & Operation

Documentation:
Punch-Lists
As-Built P&IDs
Equipment Data Sheets
Legal Contract
Updated Operating Procedures

38 15 Mar 2006 Process Responsibilities.ppt

 Commissioning & Operation

Key Interfaces:
Clients
Discipline Field Personnel
Construction Management

39 15 Mar 2006 Process Responsibilities.ppt

 Work Management & Organization

Report Progress
Maintain Schedule
Maintain Budgets
Manage Change
End-of-job report
Document Design Work (close-out): Scope and Basis,
Deliverables,Calculations, Paper filing, Computer filing

40 15 Mar 2006 Process Responsibilities.ppt

 What’s in a name?

41 15 Mar 2006 Process Responsibilities.ppt