General Scope of Work for External Engineering Contractors

1.  Purpose

This specification defines the general scope of work and associated documentation that an external engineering contractor (EC) is to provide to EPC Company for a project. It includes the following:

• The services that the Engineering Contractor shall provide.
• The documentation that EPC Company will provide to the Engineering Contractor to enable to perform the required work.
• The documentation (deliverables) that the ENGINEERING CONTRACTOR shall prepare and issue to EPC Company for the project.

2. General Scope of Work for External Engineering Contractors

1. This specification applies to external engineering contractors (EC) who provide engineering, design, project management, and construction management services to EPC Company.
2. This specification is divided into sections for each discipline of a typical EPC Company project.
   • These disciplines and their associated work as described are based upon Company organization structure. The Engineering Contractor may have a different structure of the disciplines and the work each does. This is acceptable as long as the work and deliverables required in this specification and the contract scope are provided by the EC.
3. Each section of this specification describes the general scope of work to be performed by that discipline. It also describes the various deliverables and their contents that each discipline is to provide. The EPC Company documentation (e.g., standards, specs) related to each discipline that will be needed by the Engineering Contractor to perform the required work is noted in each section.
4. This specification is not a stand-alone document. It must be read and used in parallel with the contract-specific scope of work documents and drawings (contract scope).
5. The contract-specific scope of work documents and drawings (contract scope) will define the extent and specific details of the work to be performed and the deliverables to be provided by the Engineering Contractor for a given project. The Engineering Contractor shall issue the required deliverables in the groupings (i.e., packages) specified in the contract scope.
6. The contract scope may designate the scope of work to be done by the Engineering Contractor in several ways, such as the following:
   • The total plant (all areas, all disciplines)
   • Part of the plant (one or more areas, all disciplines)
   • One or several disciplines (all plant electrical work for example)
   • One or several disciplines in specific areas of the plant
7. In addition, the contract scope may limit the EC’s scope of work to detailed engineering services or may expand the required services to include procurement and construction activities. Similarly, deliverables to be prepared and issued by the Engineering Contractor may be changed, increased, or decreased from those stated in this specification as needed to fulfill the project requirements. This information will be given in the contract scope.
8. When EPC Company is responsible for the process engineering work on a project, the process related input to the EC’s disciplines, such as process specification datasheets for equipment, will be part of the deliverables provided by EPC Company. When the plant process engineering work is included in the EC’s scope of work, the output from that work shall be used as the process input to the other disciplines on the project.
9. General standards, guidelines, specifications, and related documents that are associated with the scope of work to be done by the Engineering Contractor will be listed on a separate attachment (appendix) to the contract scope. That attachment will also include EPC Company project-specific standards, specs, and related documents that the Engineering Contractor is to use in their work.
10. The requirements stated in this specification shall be followed by the Engineering Contractor unless the contract scope or other project-specific document states otherwise. The job contract documents shall be the controlling documents.
11. This specification does not apply to certain specific technology external engineering contractors, such as hydrogen/syngas production plants using hydrogen technology and reformer design by Technip.

3. DEFINITIONS

1. EPC Company Deliverables are those documents issued by EPC Company for a project that provide information and guidance for the ENGINEERING CONTRACTOR to use in the performance of the EC’s work. These documents may be categorized into two general groups.
   • One group is composed of those standard documents that generally will not be revised during the period of time that the ENGINEERING CONTRACTOR is involved in the project. These documents are listed in the Contract Scope Appendix.
   • The other group is composed of those project-specific documents that are expected to be updated/revised at least once during the period of time that the ENGINEERING CONTRACTOR is involved in the project. These documents are listed in the EPC Company document register.
2. Battery Limit is the geographical boundary defining the extent of a specific project as described in the contract scope. It is usually the outer end of the piping and utilities associated with a specific plant. However, when the EC’s contract scope is less than the complete plant, the battery limit may be reduced to the EC’s contract scope boundaries.
3. Contract-Specific Scope of Work is the overall controlling document that will define the extent and specific details of the work to be performed and the deliverables to be produced by the Engineering Contractor on a given project or job. It will also define any changes to the requirements contained in this specification as well as any variations to the deliverables to be provided by EPC Company to the EC. It is also referred to as the “Contract Scope.”
4. Contract Scope Appendix is a table listing all EPC Company reference documents that are applicable to the specific project’s scope of work. The referenced documents are not expected to change during the engineering and design of the specific project. The list shall include the following EPC Company document types:  standards, specifications, design guides, quality control (QC) plans, vendor data requirements template sets, equipment data sheets, global supply agreements (GSA), example deliverables, and any other similar related documents. These documents shall be referenced and followed by the ENGINEERING CONTRACTOR to perform the required scope of work.
5. Design Completion Statement (DCS) is a document that summarizes the status of the design work being done on a specific area of the plant. It covers estimated completion of the work, status of all related drawings/information/materials, and any areas where inadequate, incomplete, or missing information/documentation is delaying the progress of the design work.
6. Engineering Contractor Deliverables are those project-specific documents that the ENGINEERING CONTRACTOR develops and issues as a result of the work that the ENGINEERING CONTRACTOR performs on the project. These documents are listed in the EC’s document register.
7. Primary Documents are those documents that provide the overall scope definition and understanding of the specific project. They provide information on the arrangement of the plant, the process used, and the equipment/components in the plant. Generally, the initial versions of the primary documents are prepared and issued by Air Products. Some of the documents may be revised/updated by EPC Company as the project progresses; others will be revised/updated by the EC. The exact determination will be project specific. Some of the documents typically considered primary documents are the following:
   • Facility Arrangement (Plot Plan) and Unit Operations Key Plan
   • Piping and Instrumentation Diagram (P&ID)
   • Utilities Summaries
   • Electrical Single Line Diagrams
   • Instrument and Control Valve Summary
   • Manual Valve List
   • Piping Line List
   • Stress Analysis Line List
8. Programmable Electronic System (PES) is an automated control system using programmable electronic components that regulate the operation of the plant process. A PES may be either a programmable logic controller (PLC) or a distributed control system (DCS). Note:  This “DCS” is not the same as a “design completion statement” used elsewhere in this specification.
9. Unit Operations are the series of process steps in a plant that convert the incoming materials into the required output products. Each unit operation is the group of equipment, piping, and controls that perform one process function (such as compression or adsorption) in a plant. A unit operations key plan is used to show the general, physical arrangement of all of the individual unit operations in the plant.

SCOPE OF WORK: GENERAL

1.  Overview of EPC Company Deliverables

Overview of EPC Company Deliverables for Engineering Contractor Design

2. Description of Primary Documents

Petrochemical Plants Primary Documents for Engineering Contractor

3.  Work to be Performed by the Engineering Contractor

Plant Design Work to be Performed by the Engineering Contractor

4.  Drawing Presentation Requirements

Plant Drawings Presentation Requirements | Engineering Contractor Design