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Scope of Work template


1.0    GENERAL

  • General Description of facilities
  • Type of project-expansion in kind, scale-up of new or existing process, development and  ream-out
  • Primary and secondary objectives - minimum investment, early mechanical completion, incremental turnover, legal requirements, and product quality
  • Timing objectives for estimate, project authorization, and mechanical completion
  • Plans for future expansion - extent and timing
  • Missing information or portions of scope subject to change and when this data will be available
  • Availability of data from current or previous projects
  • Potential business decisions that might revise scope or project strategy - when expected
  • Method of final engineering - drawings, construction models, etc.
  • List of discipline scope of works - prepared by the engineering disciplines to ensure the inclusion of all necessary data
  • References on process fluids and materials of construction
  • Preliminary engineering drawings
  • Any necessary or planned sequential mechanicalcompletions
  • Any part of the project that is dependent upon completion of other facilities
  • Description of "state of the art",especially if the equipment or facilities are a new development
  • Definition of quality assurance requirements
  • Plans for construction to alter normal sequence, i.e., leave out building steel to install large equipment or accommodate anticipated equipment deliveries
  • Requirements for automated system software development by reference to functional description and software scopes
  • Any alternative being considered, their potential impact on the process and specialist scopes of work, and a schedule for decisions
  • Any required protection to operations, especially if temporary facilities will be necessary
  • Descriptions of areas not requiring work by an engineering discipline and descriptions of items normally provided that are not required
  • Extent of checkout, run-in, and start-up assistance require
  • Written checkout procedures required of any design discipline

2.0    SAFETY

  • Description of process hazards - carcinogenic, corrosive, explosive, temperature limits, and toxicity
  • Area electrical classification according to Company Design Standards
  • Safety and fire considerations, noting items not resolved and expected dates of resolution
  • Brief outline of planned Process Hazards Reviews

3.0    SITE

  • If a new site, available information on location, boundaries, size, topography, soil conditions, access, location of available utilities, groundwater, earthquake possibilities, etc.
  • If existing site, a description of the specific area within the plant
  • Demolition requirements
  • Dismantle and/or rearrangement requirements
  • Areas for "borrow" and "fill"

4.0    ENVIRONMENTAL

  • Description of environment facilities for air, water, waste disposal, and noise abatement
  • Definition of personnel responsibility for obtaining permits
  • Permit limits or requirements to be met by these facilities
  • Spill containment requirements

5.0    DRAWINGS MODELS, ETC.

5.1    Reference Drawings
5.2    Drawings for the new facility

  • Models - if and when model work will be done
  • Computer-Aided Engineering, including Computer - Aided Design and Computer Aided Drafting and Design, and how they will be used
  • Any special drawings or drawing formats necessary to meet site requirements for conformance to Company Standards, Process Safety Management, or other regulations

6.0    DISMANTLE AND REARRANGEMENT

6.1    Equipment & Piping D&R
6.2    Architectural & Civil D&R
6.3    Electrical D&R
6.4    Instrumentation D&R

7.0    GENERAL PURPOSE BUILDINGS

  • Type of building
  • Lighting requirements
  • Rehabilitation requirements
  • Heating, air conditioning, and ventilation requirements
  • Fireproofing - sprinkler requirements
  • Building codes to be followed
  • List assumptions and clarifications
    • Number of reviews on vendor drawings
    • Bid evaluation by?

8.0    SPECIAL PURPOSE STRUCTURES

A special purpose structure is an equipment support or enclosure so closely allied with the machinery or equipment it supports or encloses that it is replaced when the equipment is replaced.

  • Description of the structure and the equipment it supports, houses, or encloses
  • Type of structure-open or enclosed
  • Lighting requirements
  • Foundations,fireproofing, and sprinkler requirements
  • Building codes to be followed
  • List assumptions and clarifications
    • Number of reviews on vendor drawings
    • Bid evaluation by?

9.0    EQUIPMENT

9.1    Scope of Facilities

  • Equipment list for major items
  • Major equipment descriptions
  • Protective  coating system requirements
  • Safety and fire considerations, including items not resolved and the expected dates of resolution
  • Equipment that will be assembled in supplier's shop for testing or run-in, and a note defining whether the equipment is shipped to the site fully assembled
  • Special degree of reliability required for continuity of operation, including installed, spares, standby  equipment, etc.
  • Construction  labor needed to complete or assemble purchased  equipment
  • Special cleaning or inspection required by the supplier or construction contractor, including  any special storage and handling precautions
  • Specific equipment needed to start up prior to the start-up, such as temporary equipment, piping, or other requirements
  • The scope of supplier responsibility for assembled, testing, and run-in, and the requirements of other disciplines to complete the scope
  • Spare parts and/or extra machinery to be purchased with project materials, including the funding (capital vs. non capital) method to be used to cover their cost

9.2    Scope of Services

  • Number of Specifications to be written
  • Input to other discipline specifications
  • Number of drawings and types
  • Number of bid evaluations
  • Input to subcontracts 
  • Vendor data reviews

9.3    Assumptions and Clarifications

  • Number of trips
  • Number of reviews on vendor drawings
  • Bid evaluation by?

10.0    PIPING AND VALVES

10.1    Scope of Facilities

  • Package "A" requires no involvement from piping
  • Package "B" requires involvement from piping
  • Package "C" fabricate and install _ feet of _ pipe per P&ID

10.2    Scope of Services

  • Number of P&I's
  • Input to other discipline specifications
  • Number of drawings and types
  • Number of bid evaluations
  • Input to subcontracts
  • Vendor data reviews

10.3    Assumptions and Clarifications

  • Number of trips
  • Number of reviews on vendor drawings
  • Bid evaluation by?
  • Identify lines which will have stress analysis done

11.0        CIVIL, STRUCTURAL AND ARCHITECTURAL

11.1    Scope of Facilities

  • Excavations
  • Concrete/asphalt pads or dikes
  • Trenches or ditches
  • Any foundation work not associated with buildings
  • Coatings
  • Sumps
  • Resource Control and Recovery Act (RCRA) designs
  • Plumbing

11.2    Scope of Services

  • Number of Specifications to be written
  • Input to other discipline specifications
  • Number of drawings and types
  • Number of bid evaluations
  • Input to subcontracts
  • Vendor data reviews

11.3    Assumptions and Clarifications

  • Number of trips
  • Number of reviews on vendor drawings
  • Bid evaluation by?

12.0    POWER, GENERAL, AND SERVICES

12.1    Scope of Facilities

  • Steam
  • Air (process, plant, or instrument)
  • Water
  • Refrigeration
  • Inert gas
  • Fire mains
  • Dowtherm
  • Incinerator
  • Ductwork, louvers, and fans
  • Supplier package system  design
  • Outside overhead lines
  • Outside underground lines

12.2    Scope of Services

  • Number of Specifications to be written
  • Input to other discipline specifications
  • Number of drawings and types
  • Number of bid evaluations
  • Input to subcontracts
  • Vendor data reviews

12.3    Assumptions and Clarifications

  • Number of trips
  • Are calculations included, if not by who
  • Number of reviews on vendor drawings
  • Bid evaluation by?

13.0    ELECTRICAL

13.1    Scope of Facilities

  • Power distribution
  • Purchased power substation
  • Substations
  • Lighting
  • Service
  • Grounding
  • Overhead (pole or cable tray) or underground distribution systems

13.2    Scope of Services

  • Number of Specifications to be written
  • Input to other discipline specifications
  • Number of drawings and types
  • Number of bid evaluations
  • Input to subcontracts
  • Vendor data reviews

13.3    Assumptions and Clarifications

  • Number of trips
  • Are calculations included, if not by who
  • Number of reviews on vendor drawings
  • Bid evaluation by?

14.0    INSTRUMENTS

14.1    Scope of Facilities

  • Central control room requirements
  • Type of instrumentation - electronic, pneumatic, or distributed control
  • Distribution of instrument impulse lines from process to central control room
  • Protection of instrument impulse lines
  • Computer requirements - software functional description is referenced
  • Special  control valves

14.2    Scope of Services

  • Number of Specifications to be written
  • Input to other discipline specifications
  • Number of drawings and types
  • Number of bid evaluations
  • Input to subcontracts
  • Vendor data reviews

14.3    Assumptions  and Clarifications

  • Number of trips
  • Number of reviews on vendor drawings
  • Bid evaluation by?

15.0    SERVICES FACILITIES

15.1    Scope of Facilities

  • Service buildings - offices, laboratories, cafeterias, maintenance, stores, changes house, etc.
  • Sewage treatment
  • Storm drainage

15.2    Scope of Services

  • Number of Specifications to be written
  • Input to other discipline specifications
  • Number of drawings and types
  • Number of bid evaluations
  • Input to subcontracts
  • Vendor data reviews

15.3    Assumptions and Clarifications

  • Number of trips
  • Number of reviews on vendor drawings
  • Bid evaluation by?

16.0    GENERAL  SITE FACILITIES

16.1    Scope of Facilities

  • Sewers - combined or separated
  • Fences - perimeter lighting
  • Parking
  • Roads - temporary or permanent
  • Walkways
  • Railroads
  • Telephones
  • Alarm guard and communications systems
  • Fire alarms

16.2    Scope of Services

  • Number of Specifications to be written
  • Input to other discipline specifications
  • Number of drawings and types
  • Number of bid evaluations
  • Input to subcontracts
  • Vendor data reviews

16.3    Assumptions and Clarifications

  • Number of trips
  • Are calculations included, if not by who
  • Number of reviews on vendor drawings
  • Bid evaluation by?

17.0    TECHNICAL FACILITIES

17.1    cope of Facilities

  • Research and development facilities
  • Product control and testing
  • Analytical

17.2    Scope of Services

  • Number of Specifications to be written
  • Input to other discipline specifications
  • Number of drawings and types
  • Number of bid evaluations
  • Input to subcontracts
  • Vendor data reviews

17.3    Assumptions and Clarifications

  • Number of trips
  • Are calculations included, if not by who
  • Number of reviews on vendor drawings
  • Bid evaluation by?

Tags: Scope of work