SM

JSTEPS
Macro Phase Map - Chemical Process Industry (CPI)

PHASE PHASE 1 PHASE 2 PHASE 3 PHASE 4 PHASE 5 PHASE 6 PHASE 7

OPPORTUNITY CONCEPTUAL PROJECT DETAILED DESIGN / CONSTRUCTION START-UP CLOSEOUT
ANALYSIS DESIGN DEFINITION PROCUREMENT
OBJECTIVES Identify potentially beneficial business Select best of identified project Finalize technology, project objectives, Manage, coordinate and perform design Mobilize and manage the construction Perform commissioning and operating Perform regulatory, contractual,
opportunity and perform initial analysis, approaches, analyze concept(s) and process and design scope definition, activities and equipment procurement forces and perform other activities activities required to achieve design archival and Jacobs required
scoping and Order of Magnitude prepare Study Cost Estimate, to confirm major equipment pricing and Project necessary for procurement, including procurement necessary to performance levels. activities to close the project in an
Estimate to determine whether project viability. Execution Plan to support a Budget construction, commissioning and start- construct the facility in accordance orderly fashion.
opportunity is worth further Cost Estimate and funding request. up. with the construction documents.
investigation.

KEY Ongoing activities: Progress Reports, Client Expectations, CSIPS, Client Surveys, Quality Audits and Measurements, Cost and Schedule Control, TIC Trending, Execution & Reporting of Jacobs VEPS/Innovation, Jacobs Value Plus, Lessons Learned
ACTIVITIES 1. Identify business opportunity 1. Select team and align to project 1. Align team to project objectives 1. Align team to project objectives 1. Align team to project objectives 1. Select and align team to project 1. Conduct Lessons Learned
2. Assess market objectives 2. Confirm project objectives: scope, 2. Initiate change management 2. Procure construction equipment, objectives sessions and compile for total
3. Identify and evaluate options 2. Confirm preferred concepts, Design cost, schedule, etc. 3. Procure, expedite, and inspect materials and construction services 2. Coordinate inspections by project
4. Obtain key supplier input Basis and scope with client 3. Translate project concept into equipment and materials 3. Develop detailed, integrated project regulatory authorities 2. Close purchase order and
5. Analyze risk and impacts 3. Complete alternative analyses and preliminary engineering and 4. Manage vendor data schedule 3. Plan sequential testing and start-up contract accounts
(sociological, technological, testing studies design documents 5. Develop and issue construction 4. Manage construction site safety of completed facilities 3. Assemble and archive project files
economic, political, environmental) 4. Develop concept(s) into preliminary 4. Conduct design reviews for documents (IFC) and environmental programs 4. Assist with operator training 4. Return all client assets
6. Initiate Project Execution Strategy scope documents constructability, safety, 6. Coordinate internal and external 5. Review submittals 5. Record changes to construction 5. Resolve any claims or disputes
7. Identify Gate Keeper 5. Identify regulatory and permitting maintainability and operability interfaces 6. Coordinate site activities documents 6. Resolve any warranty issues
requirements 5. Finalize purchase order and 7. Conduct design reviews 7. Manage QA/QC program 6. Continue change management 7. Obtain final acceptance certificate
6. Initiate environmental impact contract terms and conditions (constructability, safety, 8. Manage labor relations program 7. Complete Pre-startup Safety and final payment
assessment 6. Prepare to procure critical and long maintainability, operability, etc.) and 9. Construct facilities in accordance Review 8. Prepare project benchmarking
7. Conduct constructability and safety lead equipment/materials incorporate into the design with contract requirements 8. Provide technical support data and feed back into system
reviews, and initiate modular 7. Prepare applications for 8. Obtain regulatory authority 10. Continue change management 9. Prepare final cost accounting
studies necessary permits/licenses approval (e.g. FDA, environmental) 11. Red line construction documents 10. Conduct Operability Assessment
8. Initiate Project Execution Plan 8. Finalize modular application plans 12. Achieve construction turn over
including work sharing and modular 9. Gate Keeper freezes scope 13. Provide technical support
opportunities, PQP
9. Identify long lead/critical equipment
10. Initiate geotechnical studies

PHASE Opportunity Analysis

OVERLAPS Conceptual Design Close-out may occur at
Project Definition the end of any phase
Detailed Design/Procurement
Construction
Start-up
Closeout

1. Project Objectives 1. Updated Project Objectives 1. Updated Project Objectives 1. Updated Project Objectives 1. Procurement/Contract Documents 1. Commissioning/Start-up Plan and 1. Closeout Plan
KEY 2. Phase 1 Report: 2. Project Execution Plan 2. Updated Project Execution Plan 2. Updated Project Execution Plan 2. Updated Project Execution Plan Procedure 2. Project Closure Notice
DELIVERABLES - Market Study 3. Project Procedures 3. Updated Project Procedures 3. Updated Project Procedures 3. Updated Project Procedures 2. Start-up Schedule 3. Final Project Report
- Definition & Evaluation of Options 4. Process Description 4. Updated Process Description 4. Request for Quotes & 4. Construction Permits 3. Operating, Maintenance and 4. Project Completion Report
-Alternative Analysis & Test Study 5. Process Design Guide & Criteria 5. Design Basis Bids/Bid Analysis 5. Safety Program and Documentation Training Manuals 5. Lessons Learned
Plan for Developmental Projects 6. Design Safety & Environmental Plan 6. Site & Plot Plans, Equipment 5. Purchase Order Documentation 6. Updated Construction Schedule 4. Record Documentation (Completed 6. Warranty File
- Regulatory and Permitting 7. Preliminary Site Plan & Plot Plan, Location Plans, Preliminary Piping 6. Construction Documents (IFC) 7. Constructed Facility As-Builts) 7. Archive Log
Requirements Evaluation PFDs, H&M Balance, Prelim. Building Layout Model (All lines on P&IDs), 7. Control Systems Programs/ 8. QA/QC and Check-out/Completion 5. Pre-start-up Safety Review Report 8. Final Acceptance Documents
- Order-of-Magnitude Cost Estimate Sizes, Material Selection for PFDs & H&M Balance (IFD), Material Software Documentation 6. Facility Operating at Specifications 9. Final Invoice
(+50% to -30%) Equipment and Pipe, Equipment List Selection Diagrams, Process & 8. Appropriate Permit Applications 9. Red Line Documentation (As- 7. Performance Plan and Test 10. Benchmarking Data
- Economic Analysis with Process Design Data, Long Utility P&IDs (IFD), Building Plans & 9. Detailed, Resource Loaded Builts) Documents
- Risk Analysis Lead / Critical Path Equipment Data Elevations, Equipment List & Data Construction Schedule 10. Change Control Documents
- Project Execution Strategy Sheets, Preliminary Motor List Sheets, Line Lists, Tie-in List, Fire 10. Project Data Books 11. Turnover of Spare/Change Parts
- Milestone Schedule 8. Control Systems Philosophy Protection Rqmnts (for est.), 11. Change Control Documents 12. Turnover Documentation
3. Recommendations for Path 9. Utility Summary & Infrastructure Electrical Single Lines, Motor List, 12. Vendor Data
Forward Requirements Area Classes, Control Systems 13. Subcontract Technical Documents
10. Level II EPC Schedule Index & Specifications for Special and Packages
11. Study Estimate (+30% to -20%) Instrument or Control Rqmnts,
12. Overall Economic Analysis Geotechnical Report.
13. Phase 2 Report 7. Requests for Quotes & Bid/Bid Tab
14. Recommendations for Path (Maj. Eq.)
Forward 8. Purchase Requisitions (Maj. Eq.)
15. Catalyst & License Agreement 9. Appropriate Regulatory and
Permitting Documents
10. Resource Loaded EPC Schedule
Copyright © 2005 by Jacobs Engineering Group Inc. 11. Budget/Control Estimate (+10% to - 5%)
All rights reserved. The contents of this document are proprietary and produced for the exclusive benefit of Jacobs 12. Updated Economic Analysis
Engineering Group Inc. and its affiliated companies. No part of this document may be reproduced, stored in a retrieval Note: See Glossary following CPI Cross-
13. Phase 3 Report (If Req.)
system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, Functional Maps for explanation of Rev. No. 2 Page: 1 of 2
without the prior written approval of Jacobs Engineering Group Inc. 14. Recommendations for Path abbreviations and definitions.
Forward Rev. Date: June 1, 2005
The current applicable version of this publication resides on Jacobs' Intranet. All copies are considered to be uncontrolled. Approved by: B. Herrington
 SM
JSTEPS
Jacobs Value Enhancing PracticesSM
- Intentional Innovation Process
JSTEPSSM Macro Phase Map - Chemical Process Industry (CPI)

Phase 1 Phase 2 Phase 3 Phase 4

Opportunity Analysis Conceptual Design Project Definition Detail Design / Procurement

Client Expectations (V-1), Client Surveys (V-2), Project Execution Planning (V-5), Interactive Planning (V-6), Lessons Learned (V-7), Team Alignment (V-8), Owner's Objectives (V-10), Value Plus (V-12)

Waste Minimization (V-20)

Change Management (V-22)
Process Reliability Modeling (V-17)
Process Predictive Maintenance (V-16)
Simplification
(V-18) Energy Optimization (V-15)
Operability &
Design to Capacity (V-4) Maintainability
Class Customized Standards & Specifications (V-14)
of Plant
(V-13)

Order of Study Definitive

Magnitude Cost P & ID / PFD Development P & ID / Detailed Design
PFD Development Cost
Cost Estimate through IFD Development through IFC
Estimate
Estimate

PDRI
Assessment
Value (V-9) or
Engineering IPA
PDRI (V-11) Evaluation
Assessment
(V-9)
Formal
Constructability
Technology Selection (V-19) Constructability
Validated
Review

Concept Set &

Constructability PDS Modeling (V-21)
Review

Constructability & Modular Studies (V-3)

Front End Loading

Note: JVEPSSM V-1, V-2, V-5 through V-8, V-10 and V-12 continue through project closure, as applicable.
Constructability (V-3), PDS Modeling (V-21) & Change Management (V-22) continue through Phase 5,
Copyright© Construction, as applicable. Rev. No. 2 Page: 2 of 2
Jacobs Engineering Rev. Date: June 1, 2005
Group Inc., 2005 Approved by: B. Herrington
 SM
PHASE 1 JSTEPS
Opportunity Analysis Cross-Functional Map - Chemical Process Industry (CPI)

§ Business Market Authorization

Opportunity Study Yes
Market Study Proceed To Phase 2
CLIENT Identified
Opportunity Prepared ? Task 2-1
§ Objectives
Evaluation P100 1-9
Defined 1-6
1-1 Initiated Evaluation P131
Completed & P132 No
§ Business V5 Execution
Objectives V19 Strategy
PROJECT Purchase § Client Options Options Selected Developed Phase 1
Stop or Recycle
MANAGEMENT/ Order/ Expectations
Ÿ Business
Identified Analyzed & Options Report
SERVICES Contract Established Screened Developed § Sociological Completed Ÿ Report
Objectives Selected Ÿ Drawings Ÿ Market Study
§ Team § Technology List of § Technological Ÿ Recommendations
Ÿ Client Information Options Options Ÿ Documents Ÿ Definition & Evaluation
Alignment Selection § Economic Ÿ Phase 2 Cost
V1 Ÿ Phase I of Options
§ Lessons Initiated § Political Estimate (Pro-
V7 - Plan Ÿ Alternative Analysis &
Learned § Environmental Services)
PROCESS V8 - Budget Test Study Plan
Review
V10 - Schedule Ÿ Regulatory &
ENGINEERING/ § Identify Gate
- Deliverables Permitting Evaluation
ENVIRON- Keeper
Ÿ Order of Magnitude
MENTAL 1-4 1-7 Cost Estimate 1-8
1-2 1-3 1-5 Ÿ Economic Analysis
Ÿ Risk Analysis
Ÿ Project Execution
Strategy
DESIGN Ÿ Milestone Schedule
DISCIPLINES

SUPPLY
MANAGEMENT

CONSTRUCTION

Quality
V2 Accounting
Ongoing
OTHERS Pilot Plant M1 Activities To Phase 2
P310
(INTERNAL) Studies M2 § Client Survey Task 2-2
M5 § Accounting
1-10

SUPPLIERS

OTHERS
(EXTERNAL)

See Glossary for explanation of Process

Jacobs
terms; and definitions of Standard Industries
Value Process Connector Rev. No. 2 Page: 1 of 16
©
Copyright KEY: Operating Procedures, Value P202 Standard V3
Enhancing
M2 Measurement Task(s) Decision Involvement
or Terminator
Jacobs Engineering Enhancing PracticesSM, and Operating Rev. Date: June 1, 2005
Group Inc., 2005 PracticeSM Approved by: B. Herrington
Measures. Procedure
 SM

PHASE 2 JSTEPS
Conceptual Design Cross-Functional Map - Chemical Process Industry (CPI)

From Phase 1 Concepts

CLIENT Task 1-9 V19 Developed,
Simulated, Preliminary Documents:
P100 Screened & Ÿ Site Plan
Phase Initiated P131 Alternative Selected Ÿ Plot Plan
P202 Analysis Ÿ Preliminary Building Sizes
Authorization V19 V7 Ongoing: Ÿ PFDs
§ Select Team Completed § Technology
V12 § Cost Mgt.
PROJECT § Strategy/Kick Off P100 Selection Ÿ Material Selection for
§ Technology § Cost Trending Equipment and Pipe
Meetings M3 § P131 § Relative
MANAGEMENT/ V1 § Licensing
Value Plus
Ÿ H&M Balance
§ Client M6 § Schedule Mgt. P133 Economic
SERVICES V5 Ÿ Project Execution Plan § Ÿ Equipment List
Expectations Market Study M13 § Reports Evaluation § Selected Concepts
V6 - Project Objectives Updated § Pilot Plant M10 § Lessons Lrnd. Ÿ Motor List
V7 § Class of Plant - Process
§ Project Execution Ÿ Phase 2: Testing - Technology Ÿ Control System Philosophy
V8
Planning - Budget and Schedule § Economics Process - Layouts Ÿ Utility Summary
V10
PROCESS V13 § Interactive - Deliverables List Design § Economic Evaluation Ÿ Infrastructure Requirements
Planning - Project Procedures Alternatives Ÿ Catalyst/Chemicals Summary
ENGINEERING/ Design Basis Conceptual To Phase 2
§ Team Alignment Developed Task 2-10
ENVIRON- Process Design Guide & Design Prepared
§ Phase 1 Data and
MENTAL Plant Data Criteria
2-2 2-5 2-6 § Discipline
Validation Ÿ Class of Plant
Ÿ Capacity Designs
§ Lessons Learned
Ÿ Product § Design to Long Lead / Critical Path
DS&E Ÿ Site Design Criteria/Data Capacity Equipment Data Sheets
DESIGN DS&E Plans Plan § Process
V3 Simplification
DISCIPLINES Developed
P201 V4 Completed
P350 V15 § Initiate Process
2-1 2-3
V17
Reliability
V18
V20 Modeling
§ Modular Studies Long Lead /
and Critical Path
SUPPLY P203 Equipment
Constructability P204
MANAGEMENT Initiated Material Plan
§ Energy Developed
Optimization 2-9
Request for § Waste
Proposals Minimization
§ Commissioning /
Start-Up Plan Request for Prices
CONSTRUCTION Initiated

2-7 Request for

Geotechnical
Quality Studies
V2 Ongoing Accounting
OTHERS From Phase 1 Activities
Safety Safety M1 P310
(INTERNAL) Task 1-10 § Client Survey
M2 § Accounting
M5

To Phase 2
Task 2-11
Technology Initiate
SUPPLIERS Licensor Geotechnical
Proposal Technology Licensor Proposal Studies To Phase 3
2-4 2-8 Task 3-8

OTHERS
(EXTERNAL)

See Glossary for explanation of Process

Jacobs
terms; and definitions of Standard Industries
Value Process Connector Rev. No. 2 Page: 2 of 16
©
Copyright KEY: Operating Procedures, Value P202 Standard V3
Enhancing
M2 Measurement Task(s) Decision Involvement
or Terminator
Jacobs Engineering Enhancing PracticesSM, and Operating Rev. Date: June 1, 2005
Group Inc., 2005 PracticeSM Approved by: B. Herrington
Measures. Procedure
 SM

PHASE 2 - Continued JSTEPS

Conceptual Design Cross-Functional Map - Chemical Process Industry (CPI)

Authorization
Yes
Proceed ? To Phase 3
CLIENT 2-18 Task 3-1
V20
Ÿ Study Estimate
§ Regulatory Basis
§ Study Cost No
M3 and Permitting Ÿ Project
Ongoing: P100 Estimate Ÿ Cost Estimate
§ Cost Mgt. Requirements Execution Plan
PROJECT M6 P131 (+30% to -20%) Ÿ Basis of
§ Cost Trending P133 Identified Ÿ Project
M13 Prepared Estimate Ÿ Report
MANAGEMENT/ § Value Plus § Environmental Procedures
M10 § Schedule Mgt. Impact Ÿ Project
- IPA FEL Ÿ Economic Ÿ Path
SERVICES V7 § Reports Assessment Analysis Forward
§ Lessons Lrnd. Assessment Schedule Stop or Recycle
V12 or Phase 2
Initiated
V5 - PDRI Report
Preliminary V6 V9 Completed
PROCESS Documents V14 § Project P132 Project Execution Plan
Execution Plan M4
ENGINEERING/ From Phase 2 & Procedures § Corporate / Business Goals
ENVIRON- Task 2-7 Developed § Project Objectives
MENTAL 2-12 § Project 2-15 2-16 § Scope of Work
Schedule § Risk Management Plan
Reviews Held P201 Developed § Organization Plan
for: P203 Phase 2 - Interactive § Milestone Schedule
V3 § Constructability P350 Technical Planning § Contracting Plan
§ Design For Safety Documents Phase 2 Pass
DESIGN § Receipt of § JVEPSM Plan
§ Design Documents Gate Review
DISCIPLINES Client § Constructability Plan
§ Operability and Approval
Specifications P100 § Design Management Plan
§ Maintainability
§ Customized P131 § Supply Management Plan
§ Commissioning/
Standards & § Construction Mgmt Plan
Start-Up
Specifications § Startup Management Plan
Initiated § Environmental Plan
§ Preliminary § Cost Management Plan
SUPPLY
Project Site & § Schedule Management Plan
MANAGEMENT Labor Studies § Project Quality Plan
Developed § Safety Management Plan
§ Information Management Plan
§ Special Factors Management
Plan

CONSTRUCTION Concept Reference Only

Permitting
Information 2-17

Quality
Accounting
Ongoing
OTHERS V2 Activities
Safety Safety Ÿ Capital Costs Concept
(INTERNAL) M1 § Client Survey P310
Ÿ Operating Data Agreement
M2 § Accounting
2-10 2-13
M5

Ÿ Critical Path Equipment

Sizing
Ÿ Requests for Prices Major
From Phase 2
SUPPLIERS Task 2-9
Equipment
Priced
2-11

Regulatory
Authority
OTHERS Information
(EXTERNAL) Reviewed

2-14

See Glossary for explanation of Process

Jacobs
terms; and definitions of Standard Industries
Value Process Connector Rev. No. 2 Page: 3 of 16
©
Copyright KEY: Operating Procedures, Value P202 Standard V3
Enhancing
M2 Measurement Task(s) Decision Involvement
or Terminator
Jacobs Engineering Enhancing PracticesSM, and Operating Rev. Date: June 1, 2005
Group Inc., 2005 PracticeSM Approved by: B. Herrington
Measures. Procedure
 SM

PHASE 3 JSTEPS
Project Definition Cross-Functional Map - Chemical Process Industry (CPI)

Preliminary
License
Environmental Applications
Data Permit Package
From Phase 2 Process License Permit To Phase 3
CLIENT Task 2-17 Received Applications Task 3-15
P100 Completed
3-3 P134 3-10
P203
P204
P205 M3 Ongoing:
P207 M6 § Cost Mgt.
PROJECT P100 M10 § Cost Trending P100
MANAGEMENT/ P131 Phase 3 Design Documents M13 § Value Plus P131
V11 § Value Ÿ Site Plan § Schedule Mgt. P133
SERVICES Authorization P202
Ÿ Plot Plan V7 § Reports
P310 Engineering § Lessons Lrnd.
Ÿ Preliminary Piping Layouts of V12
§ P&IDs All Lines on P&IDs (One-Line 3-
P100 D Modeled on Sketches)
Reviewed
§ Major Equip. P100 P201 Ÿ Building Plans & Elevations
PROCESS Defined § Reviews Held P350 § Project Ÿ PFDs
V4 P134 § Plot Plans
ENGINEERING/ V14 § Design Basis Reviewed V3 For: Definition Ÿ Material Selection Diagrams
P203
V15
Updated V5 - Safety Finalized Ÿ H&M Balance
ENVIRON- § Preliminary P204
V21 - Process Ÿ Process & Utility P&IDs, (Rev. C
V16 Process Design P205 IFD)
MENTAL Phase Initiated V17 P207 Rev. B Hazard § Project
Completed Ÿ Equipment List
§ Strategy/Kick V20 § Discipline Design P&IDs & - Operability Execution Ÿ Data Sheets & Specifications
Off Meetings V21 Specification Plot Plans - Constructability Plan Updated for Equipment
Preliminary
§ Client Defined - Maintainability Ÿ Line List
§ Initiate CAE Process Ÿ Tie-in List
Expectations -Reliability
DESIGN Activities Design To Phase 3
§ Project -Commissioning
§ Process Reliability Task 3-11
DISCIPLINES Execution Modeling § Preliminary 3D
V1 Rev. A
Planning Completed Model Internal § Electrical Single Lines
V5 Ÿ Project Execution Plan P&IDs 3-5 Review
V6 § Interactive 3-4 Review for Major 3-9 § Motor List
- Updated Project and Plot Comments § Area Classification
V7 Planning Equipment
Objectives Plan Layout/Piping § Control System Index &
V8 § Team Specifications for Special
V10 Ÿ Phase 3: Major/Long Lead § Cursory Stress
Alignment Instruments or Control
- Budget Equipment Bids Analysis for
SUPPLY § Phase 2 Data and Alliance Requirements
- Schedule P401 Critical § Fire Protection Requirements
& Plant Data Quotes
MANAGEMENT - Estimate Plan Major/Long Lead Equipment for Estimate
§ Lessons Requested
- Deliverables List Equipment Specs/ Completed § Geotechnical Report
Learned 3-6 § Hydraulic Study
- Project Procedures Data Sheets
§ Commission- § Process Control Scheme
ing / Start-Up § Updated Project Execution Plan
Planning

CONSTRUCTION

Request
for Bids
Technical Quality
Data Ongoing Accounting
V2
Activities
OTHERS
Safety Safety M1 § Client Survey P310
(INTERNAL) Process M2 § Audits P320
License M5 § Accounting
3-8
M12

Major/Long Lead To Phase 4

Equipment Bids Major/Long Lead
Process License Equipment Bids Task 4-5
and Alliance
SUPPLIERS Granted Quotes To Phase 3
Prepared Task 3-14
Process
3-1 3-2 3-7
License
Application

OTHERS From Phase 2

(EXTERNAL) Task 2 - 8

See Glossary for explanation of Process

Jacobs
terms; and definitions of Standard Industries
Value Process Connector Rev. No. 2 Page: 4 of 16
©
Copyright KEY: Operating Procedures, Value P202 Standard V3
Enhancing
M2 Measurement Task(s) Decision Involvement
or Terminator
Jacobs Engineering Enhancing PracticesSM, and Operating Rev. Date: June 1, 2005
Group Inc., 2005 PracticeSM Approved by: B. Herrington
Measures. Procedure
 SM

PHASE 3 - Continued JSTEPS

Project Definition Cross-Functional Map - Chemical Process Industry (CPI)

Funding
Request Authorization
Funding Approved ? Yes To Ph. 4, 5, 6
CLIENT Requested 3-19 4 -1, 5-1, 6-1
3-18

Ÿ Report
M3 Ongoing: Ÿ Recommendations No
M6 § Cost Trending P100 Preliminary
PROJECT M13 § Cost Mgt. P131 Engineering
MANAGEMENT/ M10 § Value Plus P133
§ Schedule Mgt. Ÿ Phase 3 Design Phase Report
SERVICES V7 § Reports Completed Stop or Recycle
Documents IFD
V12 § Lessons Lrnd. 3-16
Ÿ Project Execution Plan

PROCESS Basis of
ENGINEERING/ Estimate P205 Project Execution Plan
§ Definitive Cost
and P401 V6
ENVIRON- Estimate
MTOs P402 V9 (+10% to - 5%) § Corporate / Business Goals
MENTAL Completed V22 § Project Objectives
Completed
Ÿ Phase 3 Design § PDRI or IPA FEL
P131 § Scope of Work
Documents IFD Assessment
P132 § Risk Management Plan
P134 § Organization Plan
Ÿ Project Execution Plan M4 § Process Risk, Cost &
P403 § Milestone Schedule
Quantities Schedule Risk Analysis Phase III Pass
DESIGN From Phase 3 § Contracting Plan
Completed Gate Review
DISCIPLINES Task 3-9
§ Project Schedule and Approval § JVEPSM Plan
Ÿ Budget Cost § Constructability Plan
3-11 Develope d Estimate
- Interactive Planning § Design Management Plan
Ÿ Updated Basis of § Supply Management Plan
§ Scope Frozen Estimate
§ Change Management § Construction Mgmt Plan
Ÿ Data Sheets Critical P401 Ÿ Updated Economic
Equipment/ Initiated § Startup Management Plan
Ÿ Specifications Materials Bids P402 Analysis § Environmental Plan
SUPPLY Ÿ Quantities
§ Commissioning / Ÿ Resource Loaded
and Alliance
Start-Up Plan Updated § Cost Management Plan
MANAGEMENT Quotes EPC Project § Schedule Management Plan
Requested Schedule § Project Quality Plan
3-12
§ Safety Management Plan
§ Information Management Plan
Requests § Special Factors Management
for Bids Plan
CONSTRUCTION
3-17

Reference Only
Quality
V2 Ongoing Accounting
Activities
OTHERS Safety
M1 § Client Survey P310
(INTERNAL) M2 § Audits P320
Ÿ Bids 3-14
Ÿ Prices
M5 § Accounting
M12
Major/Long Lead
Equipment Bids/
Alliance Quotes Critical Equipment/
Materials Bids and
From Phase 3 Alliance Quotes
SUPPLIERS Task 3-7 Prepared

3-13

Preliminary
Applications
Preliminary
OTHERS From Phase 3 Environmental To Phase 4
(EXTERNAL) Task 3 10 Applications Task 4 - 14
Evaluated
3-15

See Glossary for explanation of Process

Jacobs
terms; and definitions of Standard Industries
Value Process Connector Rev. No. 2 Page: 5 of 16
©
Copyright KEY: Operating Procedures, Value P202 Standard V3
Enhancing
M2 Measurement Task(s) Decision Involvement
or Terminator
Jacobs Engineering Enhancing PracticesSM, and Operating Rev. Date: June 1, 2005
Group Inc., 2005 PracticeSM Approved by: B. Herrington
Measures. Procedure
 SM

PHASE 4 JSTEPS
Detailed Design/Procurement Cross-Functional Map - Chemical Process Industry (CPI)

Environmental
Client and Building
From Phase 3 From Phase 3 Reviews Permit
CLIENT Task 3-19 Reviews Task 3-15 Completed Application
Ÿ Project Execution Plan Completed: Completed
- Updated Project § Discipline P201 4 - 12
4-12 4-14
Objectives Design P203
Ÿ Turnover Systems List § Design For P350 M3 P100
Ÿ Phase 4: Safety M6 Ongoing: P131
HAZOP § Cost Mgt.
PROJECT - Budget - HAZOP M10 P133
Report Permit § Change Mgt.
- Schedule § 3D Model M13 P134
MANAGEMENT/ Package § Value Plus
- Deliverables List Reviews V7 § Schedule Mgt. P135
Authorization
SERVICES - Project Procedures § Operations & V12 § Reports
Maintenance V22 § Lessons Lrnd.
§ Commissioning
/ Start-Up Permit
PROCESS Detailed Design Rev. 0
Application
§ P&IDs IFC P&IDs
ENGINEERING/ Input Finalized
Finalized
ENVIRON- § MOC Initiated
MENTAL 4-2 4-9
IFD Equipment/Material 4-11
Phase Initiated Technical Requisitions
§ Strategy/Kick Documents
Off Meetings P134 Model
P100 Discipline
DESIGN § Client P131 Interdiscipline To Phase 4
V1 Detailed Design P203
Expectations Design Squad Task 4-19
DISCIPLINES V5 P202 Completed P207
§ Project Checks
V6 P310 Equipment / Ÿ Construction
V7 Execution 4-10
Materials Documents
V8 Planning P204 P401
Requisitions Ÿ Approved
V10 § Interactive P205 Vendor Data
Prepared and Vendor Data
Planning P401 M8
Bids Requested V21 Ÿ Control System
§ Team P403 Equipment/ Vendor Data
SUPPLY Alignment Software
Materials Expedited and
MANAGEMENT § Phase 3 Data Purchased Obtained
Validation P202
§ Lessons 4-3 4-5 4-7 P407
Learned

Request P500
for Bid Constructability
CONSTRUCTION Major/Long Lead V3 Validated
Equipment Bids Purchase Constructability Design
Orders 4-8 Recommendations Documents

Quality
V2 Ongoing Accounting
Vendor Activities
OTHERS Safety Data M1 § Client Survey P310
(INTERNAL) M2 § Audits P320
M5 § Accounting
M12

Approved Vendor
Equipment/ Bids Data
From Phase 3 Vendor Data External Design To Phase 4
SUPPLIERS Task 3-7
Material
Prepared Completed Task 4-16
Bids Prepared
Major/Long Lead 4-1
4-4 4-6 4-13
Equipment Bids

OTHERS Environmental and Building

To Phase 5
Permit Applications Approved by
(EXTERNAL) Task 5-12
Regulatory Authorities Permits
4-15

See Glossary for explanation of Process

Jacobs
terms; and definitions of Standard Industries
Value Process Connector Rev. No. 2 Page: 6 of 16
©
Copyright KEY: Operating Procedures, Value P202 Standard V3
Enhancing
M2 Measurement Task(s) Decision Involvement
or Terminator
Jacobs Engineering Enhancing PracticesSM, and Operating Rev. Date: June 1, 2005
Group Inc., 2005 PracticeSM Approved by: B. Herrington
Measures. Procedure
 SM
PHASE 4 - Continued JSTEPS
Detailed Design/Procurement Cross-Functional Map - Chemical Process Industry (CPI)

Project Data
Books and
CLIENT Electronic Files
Received
4-21

M3
Ongoing: P100
M6
M10 § Cost Mgt. P131
PROJECT § Change Mgt. P133
M13 § Value Plus
MANAGEMENT/ P135
V7 § Schedule Mgt. P134
SERVICES V12 § Reports
V22 § Lessons Lrnd.

PROCESS Project Data Project Data Project Data

Books and Books Books
ENGINEERING/ P500 To Phase 6
Electronic Files
ENVIRON- Ÿ Construction Task 6-2
Subcontract Prepared
MENTAL Documents
Technical
Ÿ Approved
Documents
Vendor Data
Prepared &
Ÿ Control System
Packages
Software
Assembled
DESIGN From Phase 4
DISCIPLINES Task 4-10

4-20
Construction
Readiness
Reviews
P407
Material & P408
SUPPLY Equipment To Phase 5
MANAGEMENT Expedited & Task 5-2 Project Execution Plan
Inspected Ÿ Requisitions
4-17 4-19 Ÿ Subcontract § Corporate / Business Goals
Packages § Project Objectives
§ Scope of Work
§ Risk Management Plan
§ Organization Plan
To Phase 5 § Milestone Schedule
CONSTRUCTION Task 5-5, 9, 10 § Contracting Plan
Ÿ Construction § JVEPSM Plan
Documents § Constructability Plan
Ÿ Vendor Data § Design Management Plan
Quality Ÿ Control § Supply Management Plan
V2 Ongoing Accounting System § Construction Management Plan
Activities Expediting & Software
OTHERS P310 Inspection Data § Startup Management Plan
§ Client Survey Safety
(INTERNAL) M1 P320 § Environmental Plan
M2 § Audits § Cost Management Plan
M5 § Accounting 4-18 § Schedule Management Plan
M12 § Project Quality Plan
§ Safety Management Plan
Equipment, § Information Management Plan
Equipment/ Materials § Special Factors Management
From Phase 4 Approved Vendor Data To Phase 5
SUPPLIERS Materials Plan
Task 4 - 7 Task 5-12
Manufactured
4-16

OTHERS Reference Only

(EXTERNAL)

See Glossary for explanation of Process

Jacobs
terms; and definitions of Standard Industries
Value Process Connector Rev. No. 2 Page: 7 of 16
©
Copyright KEY: Operating Procedures, Value P202 Standard V3
Enhancing
M2 Measurement Task(s) Decision Involvement
or Terminator
Jacobs Engineering Enhancing PracticesSM, and Operating Rev. Date: June 1, 2005
Group Inc., 2005 PracticeSM Approved by: B. Herrington
Measures. Procedure
 SM

PHASE 5 JSTEPS
Construction Cross-Functional Map - Chemical Process Industry (CPI)

From Phase 3
Task 3-19
CLIENT

M3 P100 Start-up
M6 Ongoing:
§ Cost Mgt. P131 Schedule
PROJECT M8 § Change Mgt. P133
M9 § Value Plus From Phase 6
MANAGEMENT/ M10 § Schedule Mgt.
P134
Authorization Task 6 - 1
SERVICES M13 § Reports P135
§ Lessons Lrnd.
V7 § QA/QC
V12 § Safety Mgt.
V22 § Rework
PROCESS P131
ENGINEERING/ Phase Initiated P500
ENVIRON- § Kick Off
Meetings P100
MENTAL § Client P131
Expectations P202
§ Project P500
Contractor
Execution From Phase 4 Submittals
Planning Task 4-18
DESIGN Reviewed P202
§ Construction
DISCIPLINES V1 Readiness Ÿ Requisitions 5-8
V5 Review Ÿ Contract To Phase 6 § Integrated
V6 § Interactive Packages Task 6-2 Construction
V7 Planning Schedule
V8 § Team P403 Prepared Integrated
V10 Alignment P405 Construction § Start-up Construction
SUPPLY § Phase 5 Input Contracts Sequence Schedule To Phase 5
P405
MANAGEMENT Data Validation P401 Finalized Task 5-12
§ Lessons § Vendor
Construction
Learned
Subcontracts
Construction Ÿ Construction Schedule for
§ Permit Contracts Documents Construction
and Bids
Applications
Requested
Awarded Ÿ Vendor Data and Start-up
Completed Ÿ Control System Finalized Turn Over
§ Commission- Programs
From Phase 4 § Contractor Packages To Phase 5
CONSTRUCTION ing / Start-Up
Task 4-10 Design Task 5-12
Plan Updated Turn Over
Site Set Up & Completed
Packages
5-2 5-4 Mobilized § Field
Prepared
Site Safety Plan Materials &
Requests Bids Initiated Equipment
P401
for Bids Procured P407
§ Site P408 Ÿ Materials &
OTHERS Safety Safety P350 Preparation Equipment
P409 Safety
(INTERNAL) P500 Initiated
P500 Ÿ Contractor
Ÿ Project Execution Plan
Drawings
Ÿ Safety Program 5-10
Ÿ QA/QC Plan To Phase 5
Ÿ Schedule Contractor Task 5 - 12
Ÿ Budget Schedules
Ÿ Project Procedures
Construction Ÿ Mobilization Plan Ÿ Resources
SUPPLIERS
Bids Prepared Ÿ Staffing Plan Ÿ Infrastructure
To Phase 5
Ÿ Construction Equipment Plan 5-5 5-6 5-9
5-1 5-3 Task 5-12
Ÿ Subcontract Plan
Ÿ Labor Relations Program
Quality Construction
Ÿ Vendor Support Plan for
V2 Ongoing Accounting Start Notified
Construction and Start-up
Activities
OTHERS M1 Permits Permits To Phase 5
§ Client Survey P310
(EXTERNAL) M2 § Audits P320
Awarded Task 5-12
M5 Regulatory Regulatory
§ Accounting
M12 Authorities 5-7 Authorities
See Glossary for explanation of Process
Jacobs
terms; and definitions of Standard Industries
Value Process Connector Rev. No. 2 Page: 8 of 16
©
Copyright KEY: Operating Procedures, Value P202 Standard V3
Enhancing
M2 Measurement Task(s) Decision Involvement
or Terminator
Jacobs Engineering Enhancing PracticesSM, and Operating Rev. Date: June 1, 2005
Group Inc., 2005 PracticeSM Approved by: B. Herrington
Measures. Procedure
 SM

PHASE 5 - Continued JSTEPS

Construction Cross-Functional Map - Chemical Process Industry (CPI)

Ÿ Construction Turnover Certificate

Ÿ Mechanically Complete Facility
CCC
CLIENT Approved ?
Project Execution Plan 5-15

§ Corporate / Business Goals

§ Project Objectives V7
§ Scope of Work Ongoing: P100
V12 § Cost Mgt.
PROJECT § Risk Management Plan V22 § Change Mgt.
P131
From Phase 5 § Organization Plan P133
MANAGEMENT/ § Value Plus
Task 5-6 § Milestone Schedule M3 § Schedule Mgt. P134
SERVICES § Contracting Plan M6 § Reports P135
§ JVEPSM Plan M8 § Lessons Lrnd.
Integrated M9 § QA/QC
§ Constructability Plan § Safety Mgt.
Construction M10
§ Design Mgmt Plan § Rework
PROCESS Schedule M13
§ Supply Mgmt Plan
ENGINEERING/ § Construction Mgmt Plan
ENVIRON- § Startup Mgmt Plan
§ Environmental Plan
MENTAL § Cost Mgmt Plan No Yes
§ Schedule Mgmt Plan
§ Project Quality Plan
§ Safety Mgmt Plan
§ Information Mgmt Plan Ÿ Mechanical Completion
DESIGN RFIs § Special Factors Mgmt Plan Documentation
DISCIPLINES Answe r e d Ÿ Spare and Change Parts
5-11

Queries and
Responses Reference Only
SUPPLY
MANAGEMENT
Ÿ Test and
Acceptance
Reports
Ÿ Construction/
Client Punch
Turn Over Packages List To Phase 6
From Phase 5 Recycle Packages
CONSTRUCTION Task 5-10 Task 6-5
Constructed Facility
M8 M9
M9
§ Facility or System
Quality § Construction Mechanically
V2
Ongoing Accounting Check-out Completed
Activities Completed by § Spare and Change
OTHERS Facility M1
Ÿ Material & P500 M2 § Client Survey P310 Package or Parts Assembled P500
(INTERNAL) Constructed
Equipment P501 M5 § Audits P320 System § Facility or system
Ÿ Contractor M12 § Accounting § Demobilization care, custody and
From Phase 5 Drawings Initiated control presented
PSSR Punch List
Task 5-9 to client
Equipment, From Phase 6
From Phase 4 Materials Red Line Task 6-4
Task 4-16 Documents To Phase 6
SUPPLIERS Ÿ Resources Task 6-2
PSSR Request
From Phase 5 Ÿ Infrastructure To Phase 6
5-12 5-13 Task 6-4 5-14
Task 5-5

OTHERS From Ph. 4, 5 Permits Regulatory

(EXTERNAL) Task 4-15, 5-7 Authorities

See Glossary for explanation of Process

Jacobs
terms; and definitions of Standard Industries
Value Process Connector Rev. No. 2 Page: 9 of 16
©
Copyright KEY: Operating Procedures, Value P202 Standard V3
Enhancing
M2 Measurement Task(s) Decision Involvement
or Terminator
Jacobs Engineering Enhancing PracticesSM, and Operating Rev. Date: June 1, 2005
Group Inc., 2005 PracticeSM Approved by: B. Herrington
Measures. Procedure
 SM

PHASE 6 JSTEPS
Start-up Cross-Functional Map - Chemical Process Industry (CPI)

Feed-stock Facility Operating

Trained Supply On Feed-stock
Operators Pre-Start-up PSSR
From Phase 3 Operators To Phase 6
CLIENT Task 3-19 Trained
Safety Review
Task 6-8
Completed Process
6-3 6-4 Feed-stock

PSSR
V7 Ongoing: P100 Request
PROJECT V22 § Cost Mgt. P131 From Phase 5
§ Change Mgt. P133 PSSR
MANAGEMENT/ M3 § Schedule Mgt. Task 5-13 Punchlist
Authorization P134
SERVICES M6 § Reports
M10 § Lessons Lrnd. To Phase 5
Task 5-14

Red Line
PROCESS Construction P202
ENGINEERING/ From Phase 5 Documents
ENVIRON- Task 5-12 Project Data Ÿ Commissioning/Start-up
MENTAL From Phase 4 Books Plan
Start-up Phase Task 4-19 Ÿ Performance Plan
Updated Construction
Initiated Ÿ Performance Test Docs
Document Mark-ups
§ Kick Off Ÿ Safety Action Plan
Meetings Ÿ Operating Plan To Phase 6
§ Client Ÿ Staffing Plan Ÿ Training, Operation and Task 6-7
DESIGN P100 Ÿ Start-up Program
Expectations P131 Maintenance Manuals
DISCIPLINES Ÿ Start-up Schedule Ÿ Updated Construction
§ Facility
V1 § Project P202
V5 Ÿ Safety Program Precom- Precommissioned § Facility
Execution Documents (As-Builts)
V7 Ÿ Budget missioning Facility Commissioned
Planning Documents
V8 Completed § Facility
§ Team Prepared
V10 § Engineering Start-up
Alignment
Start-up Check-out Completed
§ Prior Phase
SUPPLY Schedule Completed
Data Validation
MANAGEMENT § Lessons To Phase 5
Learned Task 5-6
Ÿ Construction Turnover
§ Commission- Certificates To Phase 7
ing / Start-Up Ÿ Mechanically Complete Task 7-2
Planning Facility
Construction
Contracts From Phase 5
CONSTRUCTION Task 5-15
From Phase 5
Task 5-4

Quality
V2 Accounting
Ongoing
OTHERS Safety Activities
Safety M1 P310 Safety Safety
(INTERNAL) § Client Survey
M2
§ Accounting
M5

SUPPLIERS
6-1 6-2 6-5 6-6
6-6

OTHERS
(EXTERNAL)

See Glossary for explanation of Process

Jacobs
terms; and definitions of Standard Industries
Value Process Connector Rev. No. 2 Page: 10 of 16
©
Copyright KEY: Operating Procedures, Value P202 Standard V3
Enhancing
M2 Measurement Task(s) Decision Involvement
or Terminator
Jacobs Engineering Enhancing PracticesSM, and Operating Rev. Date: June 1, 2005
Group Inc., 2005 PracticeSM Approved by: B. Herrington
Measures. Procedure
 SM

PHASE 6 - Continued JSTEPS

Start-up Cross-Functional Map - Chemical Process Industry (CPI)

P100
Facility Operating M7 Performance Test M7 Long Term
From Phase 6 on Feed-stock Performance Certificate Facility Commercial
CLIENT Task 6-6 Test Accepted Performance
Completed Accepted
Facility Commenced
6-8 6-9 6-10

M3 P100 To Phase 7
Ongoing:
PROJECT M6 § Cost Mgt. P131 Acceptance Task 7-3 & 7-4
M10 § Change Mgt. P133
MANAGEMENT/ Documentation
§ Schedule Mgt. P134
SERVICES § Reports To Phase 7
V7 § Lessons Lrnd. Task 7-4
Record
Documents

PROCESS
ENGINEERING/
ENVIRON-
MENTAL

Updated Construction
Document Markups P202
(As-Builts) Record
DESIGN From Phase 6
Documents
DISCIPLINES Task 6-6
Created
6-7

SUPPLY
MANAGEMENT

CONSTRUCTION

Quality
V2 Ongoing Accounting
OTHERS Activities
M1 § Client Survey
(INTERNAL) P310
M2 § Accounting
M5

SUPPLIERS

Regulatory Authority
OTHERS
Approving Occupancy /
(EXTERNAL) Acceptance

See Glossary for explanation of Process

Jacobs
terms; and definitions of Standard Industries
Value Process Connector Rev. No. 2 Page: 11 of 16
©
Copyright KEY: Operating Procedures, Value P202 Standard V3
Enhancing
M2 Measurement Task(s) Decision Involvement
or Terminator
Jacobs Engineering Enhancing PracticesSM, and Operating Rev. Date: June 1, 2005
Group Inc., 2005 PracticeSM Approved by: B. Herrington
Measures. Procedure
 SM

PHASE 7 JSTEPS
Closeout Cross-Functional Map - Chemical Process Industry (CPI)
Ÿ Final Project Report
Ÿ Record Documents Final Ÿ Final Acceptance Certificate
Ÿ Lessons Learned
Ÿ Warranty File Acceptance Ÿ Retention Release
Ÿ Final Client Survey Final
Ÿ Client Assets Documentation
Receipt Request Ÿ Final Payment
CLIENT Received
Acceptance
Made
7-5 7-8
Ÿ Benchmarking Data
Ÿ Data/Document Files Ÿ Final Accounting
P100 Ÿ Archive Log Financial & Ÿ Project Closure
PROJECT Project Data Assembly Ÿ Project Completion Report Warranty Notice
From Phase 6 P100 M1 Contractual
MANAGEMENT/ Task 6-5
Closeout & Compilation Files Archived
P202
Issues
Close Out
Finish
Planned Closeout Completed Resolved M5
SERVICES Plan
P100 Completed P100
7-2 7-4 P202 7-6 7-7 P100 7-9
Precommissioning P401
Documents Record P404
Documents P405
PROCESS
ENGINEERING/ From Phase 6
ENVIRON- Task 6-7
MENTAL M2 From Phase 6
Task 6-9
V2 Acceptance
V7 Documentation
§ Final EPC
DESIGN Survey
Procurement
DISCIPLINES P100 & Contract
Obtained
P310 Records
§ Lessons
Learned
Prior Phase Conducted
Completions § Lessons
Lessons Learned
Purchase
SUPPLY Learned Compiled Orders & Outstanding Warranty Issues
From All Contracts
MANAGEMENT P401
Phases Closed
P404
7-3 P405

CONSTRUCTION

Operability
Assessment
OTHERS Accounting IS
Safety Survey
(INTERNAL) Conducted
(Future)

SUPPLIERS

7-1

OTHERS
(EXTERNAL)

See Glossary for explanation of Process

Jacobs
terms; and definitions of Standard Industries
Value Process Connector Rev. No. 2 Page: 12 of 16
©
Copyright KEY: Operating Procedures, Value P202 Standard V3
Enhancing
M2 Measurement Task(s) Decision Involvement
or Terminator
Jacobs Engineering Enhancing PracticesSM, and Operating Rev. Date: June 1, 2005
Group Inc., 2005 PracticeSM Approved by: B. Herrington
Measures. Procedure
 SM
Clarifications, Abbreviations, JSTEPS
Definitions and Conventions Glossary
Chemical Process Industry (CPI)
CLARIFICATIONS ABBREVIATIONS PROCESS INDUSTRIES STANDARD OPERATING PROCEDURES
EPC Representation: The map is constructed to represent a single EPC (engineer, procure, CCC Care, Custody and Control IS Information Systems
construct) project handled by Jacobs in its entirety. However, each phase closely represents the cGMP Current Good Manufacturing MOC Management of Change PI-SOP NAME
work process used when only that phase is handled by Jacobs. Practices
PI-SOP-100 Project Management and Execution
CII Construction Industry Institute MTO Material take-off
Sales Excluded: For simplicity, the sales function, including proposals, presentations and CPI Chemical Process Industries P&ID Piping and Instrumentation Diagram PI-SOP-110 Business Risk Identification and Management
negotiations, is excluded. CSIP Client Satisfaction Improvement PDRI Project Definition Rating Index PI-SOP-111 Project Risk Identification and Management
Plan
Support Groups Excluded: For clarity, the support groups, such as accounting, human resources, DS&E Design Safety and Environmental PFD Process Flow Diagram PI-SOP-120 Multi-Office Project Execution & Planning
legal and information systems, are generally not shown. E Environmental PI-SOP Process industries Standard PI-SOP-130 Project Control Plan and Work Breakdown Structure
Operating Procedure
Owner/Management Involvement: Ongoing involvement by the owner and project management PI-SOP-131 Planning and Scheduling
EU European Union PSSR Pre-Start-Up Safety Review
and others to perform their management and supervisory roles is not shown, but is implied in all FEL Front End Loading PQP Project Quality Plan PI-SOP-132 Estimating
steps. H&M Heat and Material QA/QC Quality Assurance/Quality Control PI-SOP-133 Cost Management
HAZOP Hazard and Operability RFI Request for Information
Activity Assignment: Activities have been assigned to the phases in which they most logically IFC Issue for Construction S Safety PI-SOP-134 Change Management
belong. For example, start-up document preparation is a phase 6, Start-up, activity even though its IFD Issue for Design VIP Value Improving Practice PI-SOP-135 Performance Measurement
preparation may commence during phase 4, Engineering. IPA Independent Project Analysis VEP Value Enhancing Practice
PI-SOP-201 Design for Safety
Phases: Phases have been defined as portions of a project (a) generally considered by clients to be SM SM PI-SOP-202 Document Management & Control
discrete scopes of work, (b) generally ending with a decision point and (c) often awarded to different JACOBS VALUE ENHANCING PRACTICES (JVEPs )
firms (e.g. detailed design and construction to different companies). Phases frequently overlap, e.g. V-1 Client Expectations V-12 Value Plus PI-SOP-203 Deliverable Verification
construction commences before detailed design is complete. Therefore, a phase 5, Construction, V-2 Client Surveys V-13* Class of Plant Quality PI-SOP-204 Preparation of Specifications
activity can start before phase 4, Engineering, activities are all complete. V-3* Constructability V-14* Customized Standards/Specs
V-4* Design to Capacity V-15* Energy Optimization PI-SOP-205 Engineering Requisitions
V-5 Execution Planning V-16* Predictive Maintenance PI-SOP-206 cGMP Review/Consultation
V-6 Interactive Planning V-17* Process Reliability Modeling
V-7 Lessons Learned V-18* Process Simplification PI-SOP-207 Computer Aided Design
V-8 Team Alignment V-19* Technology Selection PI-SOP-208 Control of Engineering Software
V-9 PDRI (Project Definition Rating V-20* Waste Minimization
PI-SOP-300 Region/LOB Quality System Requirements
Index)
FUNCTIONS V-10 Owner’s Project Objectives V-21* 3D CAD PI-SOP-310 Client Surveys
CLIENT All client functions including management, engineering, operations, V-11* Value Engineering V-22 Change Management
PI-SOP-311 Management Review of Quality System
maintenance, etc.
*IPA VIP Best Practices PI-SOP-320 Project Audits
PROJECT MANAGEMENT/ Project management, project engineering, estimating, scheduling,
SERVICES and cost engineering PI-SOP-350 HS&E Program
PROCESS ENGINEERING/ The process and environmental group(s) MEASURES PI-SOP-401 Project Supply Management Procedure
ENVIRONMENTAL PI-SOP-402 Inquiry Requisitions and Inquiry Documents
M-1 Accounts Receivable Total of amounts due and payable by an owner that have not
DESIGN DISCIPLINES All detailed design functions including architectural production, civil, been paid PI-SOP-403 Bid Opening, Evaluation and Award
structural, mechanical, HVAC/FP, piping, electrical, and control
M-2 Client Survey See Client Survey in Definitions PI-SOP-404 Administration and Closeout of Agreement for Equipment
systems
M-3 Cost Measures of budgeted, actual and forecast cost for engineering, and Materials
SUPPLY MANAGEMENT Purchasing, subcontracts, expediting, and inspection
construction and total installed cost, as appropriate PI-SOP-405 Administration and Closeout of Agreement for Services
CONSTRUCTION Construction forces including constructibility, construction
M-4 PDRI See PDRI in Definitions PI-SOP-406 Field Materials Management
management and field staff; and craft personnel and labor on direct
hire projects M-5 Project Gross The difference between the direct costs of the project and the PI-SOP-407 Expediting
OTHERS (INTERNAL) Internal Jacobs functions not mentioned above such as sales, Margin revenues deriving from it to Jacobs
PI-SOP-408 Supplier Surveillance and Inspection
safety, environmental, regulatory compliance, validation, M-6 Productivity The ratio of earned work hours to spent work hours for either
home office or field activities PI-SOP-409 Transportation
information systems, accounting, human resources, quality and
legal M-7 Project Performance The project’s ability to meet established project objectives for PI-SOP-500 Field Services
SUPPLIERS All suppliers including equipment vendors, subcontractors, and items such as product quality, capacity, time to full production, PI-SOP-501 Field Inspection and Testing
consultants efficiency, etc.
OTHERS (EXTERNAL) Organizations outside Jacobs, other than suppliers, such as M-8 Rework Home office or field work that has to be re-performed (redone)
regulatory bodies, generally differentiated by not being paid for their due to client change, designer change, vendor change,
services constructor change, designer error, vendor error, or constructor
error.
M-9 Safety The number of E1, OSHA recordable and other incidents in the
home office and field versus the number of hours worked
M-10 Schedule Measures of performance against an agreed project schedule
including forecast days early or late, percent complete versus
scheduled, etc.
M-11 Schedule Milestones The number of agreed, scheduled milestones met versus the
Met number of milestones scheduled to have been met
M-12 SOP Audit Measure of a project’s compliance with it’s applicable SOP’s as
defined in its quality plan
M-13 Value Plus See Value Plus in Definitions Rev. No. 2 Page: 13 of 16
Copyright©
Jacobs Engineering Rev. Date: June 1, 2005
Group Inc., 2005 Approved by: B. Herrington
 SM
Clarifications, Abbreviations, JSTEPS
Definitions and Conventions Glossary
Chemical Process Industry (CPI)
DEFINITIONS
3D CAD Extensive use of 3D Computer Aided Design (CAD) during FEL and detailed Commissioning Process of putting a facility into operation after mechanical completion has been Design Review Evaluation of design documents for specific purposes (e.g. safety, maintainability,
(V-21) engineering. The objective is to model the project in the computer to reduce the demonstrated. Includes such activities as starting equipment under operating reliability, constructability) to ensure that these have been properly considered.
frequency of dimensional errors and spatial conflicts that cause design changes conditions, pressurizing and heating up systems, introducing raw materials and
during construction. The use of 3D CAD also improves visualization for operations reagents/catalyst, producing intermediate and final products, preparing product for Design Safety and Planning document to identify the organization related to safety; the safety and
input and training. shipment. Environmental Plan environmental objectives and acceptance criteria; statutory and engineering safety
(DS&E) requirements; possible hazards and environmental problems; methods, reviews and
Area Classification Drawing identifying the level of hazard in different areas of the plant for purposes of Commissioning / Start- Plan for the safe and controlled putting of a plant into operation after mechanical audits (See PI-SOP-201, Design For Safety.)
electrical design in accordance with the appropriate electrical code. up Plan completion has been demonstrated.
Design Safety Review The process of ensuring that the proposed design satisfies the statutory,
Basis of Estimate Summary of the key methods and inputs upon which an estimate is based, including Concept(s) Technological and physical solutions that will satisfy the requirements specified in contractual, and procedural safety requirements applicable to the project.
such items as level of engineering completed, source of equipment and material the Design Basis.
Design to Capacity An evaluation of the maximum capacity of each major piece of equipment. Often
pricing, construction philosophy and significant assumptions and exclusions.
Constructability Optimum use of construction knowledge and experience in planning, design, (V-4) equipment is designed with a "safety factor" to allow for additional catch up capacity
(V-3) procurement, and field operation to achieve overall project objectives. of some production increases (IPA VIP).
Benchmarking Data used in a systematic process of measuring one’s performance against results
Data from recognized leaders for purpose of determining best practices that lead to
Constructability Jacobs database of value adding ideas created through the constructability process. Economic Analysis Analysis of the financial benefit of the project to the owner using such tools as return
superior performance when adopted and utilized.
Database The ideas can be accessed by search criteria such as discipline, project type, client. on investment, net present value, and economic value added.
Beneficial Owner takes over some or all of the constructed facility for its own benefit and
Construction Check- Process to ensure that facility has been constructed and installed in accordance Effective Front-end The process of ensuring that project scope definition in the Project Deliberation,
Occupancy assumes the responsibility for its operations. The facility may not necessarily be Loading Select Option, and Detail Option stages is complete enough to accurately predict
completed but may be used for its intended purpose. The warranty period begins. out with construction documents. Includes such checks as those for completeness,
structural bolting torque, drive alignment, hydrostatic testing of pipelines and cost and schedule for the remaining project phases. Tools used to measure the
systems, electrical insulation and continuity, and motor rotational direction. implementation of this process are the Front End Loading Index (IPA) and PDRI
Bid Offer by a supplier to sell. In the maps, used interchangeably with quotes and (Project Definition Rating index).
proposals. Sometimes bids mean only pricing data.
Construction Drawings, specifications and other documents produced by the engineer to define
Documents the facility so that it can be built by a suitably qualified construction organization to Energy Optimization A simulation methodology for optimizing the life cycle costs by examining power and
Business The underlying drivers behind identification of project opportunities. (V-15) heating requirements for a particular process. The objective is to maximize the total
Objectives meet the owner’s requirements and the design intent.
return based on selecting the most economical methods of heat and power recovery
Construction Punch List of incomplete construction items that are the responsibility of the construction (IPA VIP).
CII Construction Industry Institute. An organization of owners, contractors and academia
List entity to complete under the construction contract.
whose mission is to improve the safety, quality, schedule, and cost effectiveness of Engineering Check-out Final checking and testing of systems by engineering personnel prior to start-up by
the capital investment process through research and implementation support. operations personnel. Includes checking of controls loops and systems.
Construction Turn Certificate signed by the owner signifying that the latter is accepting care, custody
Over Certificate and control of the facility. Sometimes signed prior to certificate of mechanical
Catalyst and Agreement or contract that grants to a licensee the right to use a catalyst and/or Environmental Impact Identification of effect of project on air, water, flora and fauna, traffic, etc. Usually in
completion. Varies by contract.
License technology under specific terms and conditions including compensation. Assessment a format defined by responsible regulatory body such as EPA, AQMD.
Agreements
Contract Package Set of documents defining the scope of work to be performed under a contract,
usually including, as a minimum, a scope of work, specifications and drawings. Equipment Location Drawings of portions of an operating unit that is of sufficient scale to allow
Certificate of Document from a building regulatory agency that certifies a facility has been Plan coordinate locations and elevations to be given for all equipment, structures and
Occupancy inspected, has no violations and meets the regulatory requirements and codes for Control System Overall strategy adopted to control the process being designed. Includes selection buildings within a unit. It will normally take multiple Equipment Location Plans to
occupancy for its intended purpose. Philosophy of control system (DCS, PLC, etc,), degree of centralization, redundancy, etc. cover an operating unit.

Change Process of controlling the scope of a project against a defined baseline by only Control System Process of inputting data and logic into distributed control systems (DCS), European Union Countries compromising the European Union. Identified on the maps because of
Management allowing a change after it has been formally approved, taking into account its benefit Programs programmable logic controllers (PLCs) and other control components to enable the need to identify specific European Union regulatory requirements.
(V-22) to the project outcome, and its impact on cost and schedule. them to perform their required system functions.
Execution Planning A process to obtain the input of all stakeholders and key participants to create the
Class of Plant IPA VIP that established what quality facility is needed to meet business objectives. Cost Trending Process used during project development, prior to completion of a firm scope and (V-5) Project Execution Plan, including project approach and schedule, with the intent of
(V-13) It adjusts reliability, expandability, automation, life of facility, etc. to recognize goals. control estimate, to track the impact of scope adjustments on the preliminary obtaining ownership and commitment by all participants. The process follows a
estimate by adding to or subtracting from it the order of magnitude cost of each. structured checklist to ensure the team has considered all pertinent aspects of the
Client Expectations A proactive approach to identify, collect, and address client expectations, concerns, execution, and results in alignment of the execution plan with the business and
(V-1) past issues and soft issues that can adversely or positively affect a client’s Critical Equipment Equipment that, in the judgment of the project team, has the greatest potential for project objectives.
perception to our performance and attitude toward Jacobs Engineering. cost impact to the project.
Facility Started-up Plant has commenced full operation on final raw materials and is producing planned
Client Survey PI-SOP-310 process to obtain both a numerical rating and a narrative evaluation of a Customized An evaluation of the actual needs of the specific facility to be designed. Engineering product, although not necessarily at full output rate.
(V-2) client’s satisfaction with our performance against standard headings. Standards/ standards and specifications can affect manufacturing efficiency, product quality,
Specifications operating cost, and employee safety. However, sometimes the cost of a facility is Facility(ies) Generic term used to denote entire physical project or a part of it including
Close-Out Plan Plan to perform all of those activities necessary to properly complete a project in (V-14) increased by the application of codes, standards, and specifications that exceed the infrastructure, buildings, and process plant.
accordance with the contract, SOPs, law, and other considerations. facility’s needs (IPA VIP).
Feedstock Raw materials such as crude oil, mined ore or chemical intermediates constituting
Code Analysis Analysis, conducted by knowledgeable professionals, to ensure that a facility design Deed of Release and Document under seal (or equivalent) whereby the supplier agrees not to claim any the primary input to a process plant.
meets the regulatory requirements applicable to its structure type, occupancy type, Waiver lien on the project property and to waive any claims related to the project.
building siting, building size, set backs, etc. Final Acceptance Formal concurrence by the plant that all project requirements have been completed.
Definitive Cost Estimate produced during Phase 3, Preliminary Engineering, based on substantial
Estimate documentation, typically having an accuracy of +10% to -5%. Final Project Report Last project report to the owner, covering total project performance and including
such elements as total cost, final schedule, lessons learned, team, scope.
Design Basis Formal statement of the foundation upon which subsequent design is to be based,
including nature and quality of product(s), capacity to produce product(s), site Financial/Contractual All financial and contractual requirements to close the project have been completed
location, existing facilities and utilities, allowance for expansion, standards, to be Close Out including, as necessary, final payments made, final certificates signed, bonds,
applied, etc. released or cancelled, claims settled.

Design Development Further development of the “schematic design” concepts to provide the basis for
development of the “construction documents”.

Copyright© Rev. No. 2 Page: 14 of 16

Jacobs Engineering Rev. Date: June 1, 2005
Group Inc., 2005 Approved by: B. Herrington
 SM
Clarifications, Abbreviations, JSTEPS
Definitions and Conventions Glossary
Chemical Process Industry (CPI)
DEFINITIONS (Continued)
Fit-up (also known as fit- Phase of construction which provides the major interior construction (e.g. Mechanical Completion of construction in accordance with the contract documents as verified by Preliminary Report produced at the end of Phase 3, Preliminary Engineering.
out) partitions, ceiling, HVAC, main process headers, electrical distribution, etc.) Completion the construction checkout documentation. Does not include starting equipment Engineering Phase
once the building shell or enclosure has been completed. It provides the other than to verify direction of rotation. Report
working environment for the intended use of the facility.
Milestone Schedule High level schedule that identifies the points in time when major activities will be Pre-Start-Up Safety Formal review led by the client to confirm that the constructed facility is ready to start-
GMP Review Design review to ensure compliance with cGMP requirements. completed. Review up safely and to confirm that: 1) the unit has been designed and constructed in
accordance with design specifications, 2) proper safety, maintenance and
HAZOP Hazard and Operability (HAZOP) study is a comprehensive, systematic and O&M Documentation Operations and maintenance manuals and other documents required for the emergency procedures have been instituted, 3) appropriate training of personnel has
structured examination of the proposed design. A HAZOP study is a forum in operation of the facility, largely provided by equipment vendors but supplemented by been completed and 4) appropriate documentation has been updated. US law
which the cause and hazardous consequences of potential deviation from engineering documentation. (OSHA 1910) requires that the review be held before the start-up of certain classes of
normal plant status are considered and where operability problems are new or modified facility. Also called Pre-Start-Up Change Management Review.
identified and ultimately resolved. Occupancy Time in the construction of the facility at which the owner or occupier moves into
Process Industries PI-SOPs are standard operating procedures issued jointly by the Northern, Southern,
and begins using the facility for its intended purpose.
IFC Issue for Construction. All engineering documents issued to construct the project. Standard Operating and Western Regions to implement the GSOPs.
Drawing revisions prior to IFC are letter revisions with the IFC initial issue being Procedures (PI-SOPs)
Opportunity Apparent chance for client to improve his business.
Rev “0” (zero). All revisions after IFC will be numbered revisions.
Process Reliability A simulation technique to examine operability targets for a facility. The objective is to
Option Technological and physical solutions that will satisfy the requirements specified in Modeling determine the most economical sizing, spacing, and storage conditions that meet
IFD Issue for Design. All engineering documents issued formally as a basis for design
by others (intra- or inter- discipline).
the design basis. (V-17) operability goals while minimizing cost. Typically, specialized computer software
and/or a consultant are necessary (IPA VIP).
IPA Independent Project Analysis. A for-profit organization that maintains a Order of Magnitude Estimate produced during Phase 1, Feasibility, based on little documentation,
confidential database of project performance data against which it benchmarks Estimate typically having an accuracy of +50% to –35%. Process Simplification Disciplined analytical method for reducing investment of operating costs by
the performance of owners’ projects. (V-18) combining or making unnecessary one or more chemical or physical processing
Owner Generally used to mean the entity for which the work is being done, but occasionally steps (IPA VIP).
IPA FEL Index IPA's developed index that ranks a project's completeness for definition and FEL. refers to the strict legal owner of the project as determined by the context. Used
The index is scored from 3 – 12 with scores of 4 – 5 being described as "Best in herein interchangeably with client. Project Objectives Clear statement of the project goals, drivers, and constraints that will enable the
Class" and higher scores indicating a greater degree of incompleteness. (V-10) project management team to maintain its focus and make responsible decisions;
PDRI Project Definition Rating Index. A tool created by CII to objectively measure the including capital cost permitted, completion milestones required, cash-flow
Interactive Planning Meeting of all stakeholders and key participants to create a vision of the overall (V-9) quality of the definition of the scope of a project at a particular point in time. constraints, new technology application and purpose, environmental goals and
(V-6) project schedule and approach, using a wall board presentation tool, with the operational considerations.
intent of obtaining ownership and commitment by all participants. Path Forward Identification of activities needed to achieve progress and plan to perform them.
Process Simulation Simulation studies to optimize a design based on chosen optimization parameters
SM
Jacobs System to Ensure JSTEPS . A system that incorporates work process maps into Jacobs Performance A document used to initiate and monitor effective resolution of observations, using a computer based model of the process.
SM
Project Success management system as a tool for ensuring project success. Improvement Notice suggestions, or nonconformances arising from the performance evaluation process.
Project Data Books Compilation of information prepared for the plant at the end of a project. Contents
SM vary with owner, industry and contract but can include calculations, drawings and
Jacobs Value Enhancing JVEPs . Key practices that, when used consistently and collectively, significantly Performance Plan Plan to demonstrate the performance of the project in accordance with its design
SM
Practices increase the value of Jacobs' services to its clients. objectives. Includes organization, contractor/supplier participation, duration of specifications, test data, vendor drawings and manuals. They can be electronic
demonstration tests, production rates and specifications, verification methods. (CD).
Labor Relations Program Program for evaluating labor availability, capability and cost; establishing
relationships with local and national labor bodies for using labor resources, Performance Test Operation of the facility for a predetermined period of time under specified Project Execution Plan Overall plan for performing a defined scope of work including all necessary
harmony and ongoing communications. conditions to demonstrate that it can achieve its design objective product quantity (V-5) elements such as goals and objectives, scope of work, organization, schedule, and
plans for risk management, contracting, design, material management, construction,
and quality. Frequently the basis for final acceptance of equipment and final
Lessons Learned Review of knowledge gained from past projects for the same client or for similar start-up, quality, safety, etc.
payments to vendors.
(V-7) purposes or in the same location that could benefit the performance of the current
project or knowledge gained from the current project that could be beneficially RFI Request for Information. A request from the construction entity for additional
Performance Test Documentation to be completed prior to, during and subsequent to performance
applied to future projects. information, clarification or direction to enable construction to proceed.
Documents tests as part of the performance plan to provide a formal record of the plant
performance during the tests. ROI Return on Investment. A financial method to compare the monetary outcome of the
Line of Business An industry, or group of industries with similar characteristics, which Jacobs
serves, e.g. Mining and Minerals, Chemical Process, Facilities. project against the owners expectations and against investing the required capital in
Permits Permits issued by authorities having jurisdiction over various aspects of the project a different opportunity.
construction which are required before some or all of the construction may
Long Lead Equipment Equipment for which the time from order through delivery is so long as to be a
commence. Examples include certain environmental permits, provisional use Record Documents Construction documents updated to reflect changes made or errors found during
determining factor in the overall project schedule and which may require to be
purchased earlier than indicated by the normal process flow.
permits, and building (structural, electrical, plumbing, etc.) permits construction and start-up.

Long Term Commercial Output quantity and quality achieved once all necessary adjustments have been Plot Plan A scaled drawing showing an overall unit within a facility with all major equipment, Red Line Documents Construction documents marked up during construction to reflect the manner in
Performance made and all operational learnings have been achieved. May be many years for structures and building. which the project was actually constructed. Changes can result from errors,
some processes. measurements being field determined, or as-found conditions being other than
Precommissioning Activities performed after mechanical completion in preparation for introducing feed- expected.
MTO Material Take-Off. A calculation of construction material quantities needed based stock into the plant and putting it into full operation. Precommissioning includes
on design drawings. activities such as putting electrical, compressed air and plant water systems into Regulatory and Any and all legal and regulatory restrictions and constraints that may impact the
operation, filling reactors with catalyst, running systems with no load or simulating Permitting project including those related to air and water emissions and quality, land usage,
Management of Change An operational safety and operability review involving changes to an existing operations with water, drying out refractory vessel linings, etc. Requirements building code compliance, resource conservation, existing pollution including those
(MOC) facility. of EPA, OSHA, FDA, Building Codes.
Predictive An approach to maintaining a facility whereby equipment is monitored and repairs
Market Study Analysis of the likely consumers of the product of the project including the likely Maintenance are made before failure. Typically, such an approach requires adding various
level of consumption at various prices over a period of years. V-16 measurement devices to evaluate operating characteristics.

Master Plan Overall plan for the future development of a project or facility site including site
conditions, overall building layouts, traffic flow and future site improvements.
Establishes the basis to which all project or site work conforms.
Copyright© Rev. No. 2 Page: 15 of 16
Jacobs Engineering Rev. Date: June 1, 2005
Group Inc., 2005 Approved by: B. Herrington
 SM
Clarifications, Abbreviations, JSTEPS
Definitions and Conventions Glossary
Chemical Process Industry (CPI)
DEFINITIONS (Continued) MAP DRAFTING CONVENTIONS
Regulatory Authorities Any agency or authority having jurisdiction over any aspect of the project, e.g. EPA, Supplemental Any additional work needed to be performed by the owner to progress the project
AQMD, OSHA, FDA, Building Officials. Investigations such as laboratory or pilot plant testwork, geological or geotechnical investigation,
technology demonstration, environmental studies, etc. Non-primary
Reliability Disciplined approach in analyzing plant operations to improve mechanical reliability Preliminary Engineering
involvement by Task 3-6 completed by
Planning/Predictive of equipment through improved design. For key critical equipment, equipment is Supplier Generic term for any entity providing a supply or service to the project, including Functional groups client in task 3-2.
involved in project Process Engineering
Maintenance monitored and repairs are made before failure. Typically, such an approach equipment and material vendors, construction contractors, and consultants of all and Design Disciplines
(V-16) requires adding various measurement devices to evaluate operating characteristics types. execution.
with involvement by
(IPA VIP). Client and Materials
Team Alignment Process to ensure that all key team members—Client, Jacobs, and suppliers— Management.
Risk Analysis Identification of those significant factors that could prevent the project from meeting (V-8) have the same clear understanding of the project goals and objectives and the
its business objectives, such as labor unrest, weather, changing market conditions, means for achieving them. This process includes elements of team building,
new technology, poorly defined work scope, poor planning, etc.; together with an facilitation, and planning, and incorporates methods to improve interpersonal Output from
assessment of the probability of each; and means and cost of mitigation. skills, resulting in an aligned, focused, and motivated work team.
CLIENT task 3-2 and
Work process input to task
Room Requirements Definition of required environmental conditions such as cleanliness, relative Technology Selection A formal systematic process by which a company searches for production task(s) or activities 3-6. SOPs
humidity, temperature, lighting level, and special electrical, plumbing and HVAC (V-19) technology outside of the company (or, in some instances, in other divisions identified by noun applicable to
and past tense task 3-6.
requirements. within the company) that may be superior to that currently in its manufacturing verb combination. Fac
plants (IPA VIP).
Schematic Schematic
Room Schedule Listing of finishes (e.g. floors, walls, ceilings) and specialties (e.g. doors, windows,
PROJECT Drawings Design Estimate
hardware) for each space in the building. Test and Acceptance Documentation completed during the process of construction check-out and
Report signed by the owner to signify his acceptance of tests as having been MANAGEMENT Estimate
Safety File File containing all of the relevant health and safety characteristics of the project, satisfactorily completed. Completed P203
updated throughout the project, which becomes the owner’s formal record on project 3-3 P204
completion. Also known as the Health and Safety File. Training, Operations See “vendor data”. Training and operations plans and procedures are also P403
and Maintenance prepared by the plant and engineer.
Safety Program Program employed to define the organization, procedures and methods that will be Manuals § Major Equip. P204
employed to ensure the safe execution of work. PROCESS Defined P205
Preliminary
Turnover Package Package containing the documentation, such as inspection, test, reports that ENGINEERING/ § Design Basis
Scale-up Criteria Chemical, unit operations and equipment variables, how they scale-up, and needs to be completed prior to turning over all or an element of the project to the Engineering
ARCHITECT Updated P100
V4 Completed
boundaries. owner. § Preliminary
Process
Single Line (Diagram) Drawing that schematically depicts the major elements of an electrical power Turn-over Systems List List of the systems to be separately handed over to the owner. Design
distribution system including typically transformers, feeders, switchgear, motor Completed
control centers, motors and other significant loads. Updated Construction Construction documents revised to incorporate changes made or required during Preliminary PhB
Fac Design
Documents construction. Schematic Process Design Fac
DESIGN Design Development
Site Plan A scaled drawing showing the overall facility. This will normally include all operating
units, administrative buildings and locations of all access into the plant. VEP See Jacobs Value Enhancing Practices
SM DISCIPLINES Completed Completed
Major/Long Lead
3-2 Equipment Specs/ 3-6
Site Safety Program “Safety program” tailored for a specific site VIP Value Improving Practices. A term coined by IPA for a practice which has been Data Sheets
statistically demonstrated to improve project performance and outcome.
Sociological, Major categories to be considered when evaluating the feasibility of a project
SM
Technological, opportunity for an owner. Includes review of regulatory agency issues; public Value Enhancing VEPs . Best practices identified by CII and IPA that, when used consistently Primary Major/Long
Economic, Political, acceptance issues; capital, operating, and other cost issues (including ROI, IRR, Practices
SM
and collectively, significantly increase the value of the project. flow line.
SUPPLY Lead
Environmental sensitivity and other cost analyses); trans-national, federal, national and local Equipment Bids
governmental issues; as well as environmental impact of proposed development. Value Engineering A disciplined method of functional analysis used during design, often employing
MANAGEMENT
Requested
(V-11) an internal or external consultant, aimed at eliminating or modifying items that do
3-4
Spare and Change Spare and interchangeable parts for project equipment that are provided under the not contribute to meeting business needs. Secondary Line of Business
Parts contract. flow line. exception for
Value Plus An organized system to recognize and report value added provided by the Project P401 Pharma-Bio and
Study Estimate Estimate produced during Phase 2, Conceptual Design, based on early (V-12) Team. It promotes a cultural change to increase value awareness by recording Facilities which call
this task Design
documentation, typically having an accuracy of +30% to –20%. all value adding concepts and uses a wall chart to advertise progress towards Development.
goal. Total Value Added includes operational savings, capital avoidance, EPC Task number
savings, and other savings. Also known as EPCM Initiative Savings. consists of phase
number followed Value Enhancing
Vendor Data Drawings, documents, manuals and other information provided by suppliers of by sequential Practice applicable
equipment and materials under purchase orders including design drawings, number. to task 3-6.
installation instructions, maintenance manuals and operating instructions.

Warranty File File containing documentation of and relating to warranties provided by suppliers.
Dashed lines on a task box
Waste Minimization A disciplined approach used during design to minimize the production of waste indicate that functional group
(V-20) products. Such an approach might add additional equipment or examine
does not participate.
alternate process technologies that have lower waste side-streams (IPA VIP)

Copyright© Rev. No. 2 Page: 16 of 16

Jacobs Engineering Rev. Date: June 1, 2005
Group Inc., 2005 Approved by: B. Herrington