Document Lifecycle and Rule of Credit for BIZVILLEPM EPC Projects (Aligned with AACEI)

Dear Readers,

The Rule of Credit (RoC) assigns progress percentages at various stages of the document lifecycle in BIZVILLEPM EPC projects, with key stakeholders involved at each stage. This process ensures a structured approach to document approval, quality control, risk management, and compliance.

1. Issue for Review (IFR) — 30%

  • Purpose: Preliminary documents issued for internal review.
  • Stakeholders Involved: Engineering Consultants: Initial drafts, feasibility reports, and conceptual designs. Asset Owner: High-level review of the scope and objectives. EPC Contractor: Early-stage project planning and design input. Process Licensor: Review of process-related aspects for alignment with licensing standards. Procurement Team: Early input on procurement specifications for cost estimation. Risk Management Team: Initial risk assessment for feasibility and planning.
  • Examples: Preliminary design drawings Initial project scope document High-level project schedule Early-stage risk management plan draft
  • Deliverables: Conceptual designs and drafts.

2. Issue for Comments (IFC) — 50%

  • Purpose: Documents sent for stakeholder feedback.
  • Stakeholders Involved: Engineering Consultants: Refined designs and specifications. Asset Owner: Feedback on project alignment with operational needs. EPC Contractor: Review of technical feasibility and constructability. Process Licensor: Ensure design complies with process licensing and technical specifications. Procurement Team: Review draft procurement specifications and identify potential suppliers. Risk Management Team: Evaluate risk management strategies and refine the plan. Construction Team: Initial review of constructability and logistics.
  • Examples: Revised design drawings with initial feedback Draft procurement specifications Risk management plan draft Initial construction schedules and plans
  • Deliverables: Updated designs with feedback.

3. Inter-Discipline Check (IDC) — 70%

  • Purpose: Cross-discipline review for consistency.
  • Stakeholders Involved: Engineering Consultants: Coordinate design consistency and integration across disciplines. Asset Owner: Confirm alignment with asset operational goals and requirements. EPC Contractor: Review project execution and constructability with engineering inputs. Process Licensor: Confirm technical and regulatory alignment with licensing requirements and process safety. Procurement Team: Ensure procurement schedules align with the technical documents. Construction Team: Detailed review of construction feasibility and resource allocation. Quality Assurance Team: Confirm quality standards and inspection protocols for each design. Risk Management Team: Check for risks due to cross-discipline conflicts and reallocate resources if necessary.
  • Examples: Updated interdisciplinary design documents Integrated construction plans Conflict resolution reports Cross-discipline risk management updates
  • Deliverables: Verified designs and approvals.

4. Issue for Approval (IFA) — 90%

  • Purpose: Documents submitted for formal approval.
  • Stakeholders Involved: Engineering Consultants: Final revisions and confirmation of all technical aspects. Asset Owner: Final approval of designs and project alignment with business objectives. EPC Contractor: Confirmation that all documents are ready for implementation and execution. Process Licensor: Final approval of process-specific designs and compliance with licensing standards. Procurement Team: Ensure procurement contracts align with final approved documents and costs. Construction Team: Verify that all execution plans are aligned with the approved designs. Regulatory Bodies: Confirm adherence to local standards, codes, and regulations. Risk Management Team: Final review of the project’s risk management strategy, including mitigation measures.
  • Examples: Final construction drawings for sign-off Finalized procurement contracts Budget approval document Compliance checklists for regulatory approval
  • Deliverables: Final documents with approvals.

5. Approved for Construction (AFC) — 100%

  • Purpose: Final documents issued to the construction team.
  • Stakeholders Involved: Engineering Consultants: Issue final, construction-ready designs and any remaining clarifications. Asset Owner: Final sign-off, ensuring all requirements and operational objectives are met. EPC Contractor: Receive the finalized documentation for the start of construction and execution. Process Licensor: Final approval of the design ensuring full compliance with licensing terms and process specifications. Procurement Team: Ensure procurement activities are aligned with final design documents. Construction Team: Implement the construction plan and ensure resource mobilization. Regulatory Bodies: Ensure all final approvals and regulatory permits are obtained for construction. Quality Assurance Team: Final checks and audits of quality standards. Risk Management Team: Finalized risk documentation, including contingency plans and mitigation strategies.
  • Examples: Fully approved and finalized design documents Approved construction schedule Permits and regulatory approvals Finalized procurement contracts
  • Deliverables: Construction-ready documents.

Additional Considerations:

  1. Timeframe Considerations: Each stage typically follows a set timeframe based on project complexity and stakeholder feedback. Timely approvals and reviews are crucial to avoid delays and ensure efficient project execution.
  2. Risk Management & Change Control:
  3. Documentation Control and Revision Management:
  4. Compliance and Standards: Compliance with HSE requirements, local regulations, ISO standards, and industry-specific codes (e.g., API, ASME) must be ensured across all stages of document development and approval.
  5. Technology and Tools: Document management systems (e.g., Aconex, Procore) help streamline communication and ensure all stakeholders have access to the latest versions of documents. These tools also ensure that revisions and approvals are properly tracked.
  6. Performance Metrics/Quality Assurance: KPIs for each stage can help track the efficiency and quality of work. For instance:
  7. Real-World Examples: Using past BIZVILLEPM projects as case studies can demonstrate how these stages and rules are applied in real-world scenarios. For example, past projects that faced delays due to late feedback during the IFC stage can provide insights into the importance of timely reviews.

Warm Regards,

Engr. George Nwogu,

COO, BIZVILLE PROJECT MANAGEMENT Limited

#EPC #RuleOfCredit #ProjectManagement #AACEI #Stakeholders #Engineering #AssetOwner #EPCContractor #ProcessLicensor #RiskManagement #QualityAssurance #Construction #GeorgeNWOGU #Nigeria #BIZVILLEPM 🌐🚀

Motto: Humanity First, then Smart and Green. 🚀

--

--

George ÑWÓGÙ (Engr., MBA, PMP)⚙️
George ÑWÓGÙ (Engr., MBA, PMP)⚙️

Written by George ÑWÓGÙ (Engr., MBA, PMP)⚙️

Chief Operating Officer (COO) | Senior Project Manager | PLANNER / COST CONTROL (EXPERT) | Trainer (USD Payments Only)

No responses yet