Introduction
This workflow is a good practice guidance to Engineering Managers and supporting personnel for the delivery of technical integrity. It is an ‘aide-memoir’ that highlights the key deliverables and activities throughout the lifecycle of a typical Detailed Design project.
Detailed Design is broken into seven phases:
Phase 1： Scope Definition and Engineering Execution Strategy
Phase 2： Commencement of Detailed Design
Phase 3： Initial Design Development and Hazard Identification
Phase 4： Initial Design Review & Audit
Phase 5： Approval for Design (AFD)
Phase 6： Approval for Construction (AFC)
Phase 7： Design Close-Out
The workflow shown in the follow Road Map illustrates the execution sequence on a generic Detail Design Project. The vertical columns show activities that can be undertaken concurrently whilst the sequential flow of work is across the Road Map. As the deliverables and activities in each phase are completed, work can transition into the next phase.
Situations will arise when work will need to be be done out of sequence, typically to meet a demanding project schedule. Use of the workflow allows the risks of out-of-sequence working to be identified and the necessary mitigation strategies to be put in place.
HBP’s corporate governance and assurance of Engineering will measure compliance with the workflow and ensure out-of-phase working is being identified and managed. This document contains a copy of the Detail Design Workflow Road Map and includes detailed descriptions of the activities, the key engineering disciplines and supporting documentation.
Phase 1: Scope Definition and Engineering Execution Strategy
Preparation for commencement of detail design. To evaluate FEED deliverables to ensure engineering is sufficiently mature for detail design to progress in a controlled and minimal change environment. To confirm Engineering Execution Plan.
| Activities / Deliverables | Description | Key Discipline | Supporting Documentation | |
| 1 | Engineering Execution Strategy | Review / confirm Engineering Execution Strategy, e.g. execution locations, workshare, disciplines required, specialist support, etc. | Project Manager and Project Engineering Manager | Tender documentation, Project Execution Plan (PEP) |
| 2 | Feed / BoD Validation | Confirm maturity of Front End Engineering Design. Identify any areas of concern and ensure these are captured on the Technical Risk Register. | Project Engineering Manager | |
| 3 | Project Baseline Standards | Establish which codes, standards and specifications are to be utilised, eg. Corporate, project, client, and confirm procedure. Include in Engineering Execution Plan and / or Discipline Job Design Specifications. | Project Engineering Manager | Engineering Baseline Standards, Document No. (DOCUMENT CODE) |
| 4 | Engineering Audit Schedule | Create formal schedule to identify when technical integrity audits, design reviews, HAZIDS, HAZOPS, etc are to be carried out. Align to Level 3 Engineering Plan and include in Engineering Execution Plan. | Project Engineering Manager | Technical Safety Events Schedule (Lead Technical Safety Engineer) |
| 5 | Engineering Execution Plan & Engineering Organisation Chart | Create Engineering Execution Plan complete with key supporting documents / information. | Project Engineering Manager | |
| 6 | Integrated Engineering Systems | Agree engineering design tools to be used and confirm that system hardware, software and support is available. Include issues such as PDMS or PDS, Cats and Specs, survey methods, dimensional control techniques, etc. Document and record in the Engineering Execution Plan and discipline job design specifications. | Engineering Systems and All Disciplines | Engineering Systems Project Start-up Manual, Document No. (DOCUMENT CODE) |
| 7 | QRA & FRA Strategy | Establish status of project Quantitative Risk Assessment (QRA), Fire Risk Assessment (FRA) and Emergency Escape & Rescue Assessment (EERA) information and confirm methadology for timely delivery into engineering design process. Agree accountability for delivery, eg. Client, 3rd party, HBP, and record in Engineering Execution Plan. | Technical Safety | Hazard Management Philosophy, (DOCUMENT CODE):Hazard & Risk Management, (DOCUMENT CODE) |
| 8 | Discipline Job Design Specification | Define the key project specific design parameters and operational constraints that are applicable to the appropriate discipline for the detailed design of the project. To identify key individuals, roles and responsibilities, design tools, key codes and standards, etc. | All Disciplines | |
| 9 | Level 3 Engineering Plan | Agree work breakdown structure, develop CTRs and create level 3 integrated engineering plan covering all disciplines. To be included in Engineering Execution Plan. | All Disciplines | |
| 10 | Confirm CE Compliance Strategy | Review and confirm strategy for CE Compliance . Ensure discipline Lead Engineers are aware of their responsibilities and appropriate resources / measures are in place. | Project Engineering Manager | Corporate CE Compliance Strategy (DOCUMENT CODE); Project Compliance with Pressure Equipment Regulations (DOCUMENT CODE); Pressure Equipment Regulations Guidelines (DOCUMENT CODE); ATEX Guidelines, (DOCUMENT CODE); Machinery Directive Guidelines, (DOCUMENT CODE); Electromatic Compatibility Regulations Guidelines, (DOCUMENT CODE); MC, The Electrical Equipment (Safety) Regulations Guideleines, (DOCUMENT CODE). |
| 11 | Technical Risk Register | Create formal Technical Risk Register identifying all possible risks asscociated with the engineering design. | Techncal Safety |
Phase 2: Commencement of Detail Design
To formally kick off the Engineering Design Process in accordance with the project execution plan and to ensure that key engineering strategies / philosophies are in place.
| Activities / Deliverables | Description | Key Discipline | Supporting Documentation | |
| 1 | Performance Standards & Verification Scheme | Confirm safety critical systems / elements and set appropriate performance standards. i.e. functionality, reliability and survivability. Develop scheme to allow the independent competent body (ICB) to verify the design against the performance standards. | Technical Safety | Hazard Management Philosophy, (DOCUMENT CODE); Hazard & Risk Management, (DOCUMENT CODE); Design Verification Activities (under DCR), (DOCUMENT CODE); Platform Safety Case. |
| 2 | Document Distribution Matrix | Create formal document distribution matrix to ensure all disciplines & departments receive all necessary design information in a timely manner. | Project Engineering Manager | |
| 3 | Structural Integrity Interface | Ensure structural integrity interfaces are identified & visible to Project, e.g. HBP / Client focal points, Technical Authorities, Independent Verification Bodies, etc. | Structural | |
| 4 | Material Selection Report | Report defining the requirements and specifications of necessary material. | Metallurgy | HBP Corporate Material Engineering Specifications. |
| 5 | Hazard Management Plan | Create Hazard Management Plan identifying all key hazards, technical safety activities and the approach to managing Major Accident Hazards (MAH) in the design. | Technical Safety | Hazard & Risk Management, (DOCUMENT CODE); Management of Functional Safety Guideline (DOCUMENT CODE) |
| 6 | Piping Specifications | Develop / confirm baseline piping specifications, utilizing HBP Corporate specifications where possible. | Piping | HBP Corporate Piping Specifications. |
| 7 | PDMS Calalogues | Ensure PDMS catalogues are populated & available for all affected disciplines, utilising HBP Corporate data, i.e. CPC, where possible. | Engineering Systems, supported by Piping, Electrical, Instruments, Structural & HVAC | |
| 8 | CMSS Philosophy | Develop Control Monitoring and Safety Systems (CMSS) Philosophy covering key instrumentation and control systems e.g. Process Control System (PCS), Emergency Shutdown System (ESD) and Fire and Gas (F&G). | Instruments |
Phase 3: Initial Design Development and Hazard Identification
To develop initial design deliverables to Inter Discipline Review (IDC) stage and identify key hazards.
| Activities / Deliverables | Description | Key Discipline | Supporting Documentation | |
| 1 | HAZID | Perform hazard identification studies, as identified on Engineering Audit Schedule / Technical Safety Events Schedule. | Technical Safety | Project Hazard Identification (HAZID) (DOCUMENT CODE); Engineering & Design Reviews, (DOCUMENT CODE). |
| 2 | ENVID | Formal assessment of environmental aspects associated with a modification or a change, and to propose prevention or mitigating measures. | Technical Safety | Environmental Impact Identification (ENVID) (DOCUMENT CODE); Engineering & Design Reviews, (DOCUMENT CODE). |
| 3 | PFD IDC | Issue Process Flow Diagrams (PFD’s) on formal Inter-Discipline Review (IDC). | Process | |
| 4 | Shutdown & Blowdown Philosophy | Explain the measures to prevent and control blowdown and how this will be achieved. | Process | |
| 5 | P&ID’s IDC | Issue Piping & Instrumentation Diagrams (P&ID’s) on formal Inter-Discipline Review (IDC). | Process | |
| 6 | C&E IDC | Issue Cause & Effects for formal Inter-Discipline Review (IDC). | Process and Instruments | |
| 7 | Plot Plans / Layouts IDC | Issue equipment Plot Plans / Layouts on formal inter-Discipline Review (IDC). | Piping and Layouts | |
| 8 | Hazardous Area Layouts IDC | Issue Hazardous Area Layouts for formal Inter-Discipline Review (IDC). | Technical Safety | |
| 9 | Equipment List | Create master project equipment list identifying all major items of tagged equipment, e.g. vessels, pumps, motors, generators, hydrocycolnes, chemical injection packages, electrical switchgear, control panels, etc. | Mechanical | |
| 10 | Mechanical Handling Strategy | Develop Mechanical Handling Strategy including general approach / constraints, platform crane limits, installation philosophy, operation and maintenance, etc. | Mechanical and Structural | |
| 11 | Particular Material Appraisals (PMA) | Where required, i.e. where Corporate PMA’s or EAM’s are not suitable, develop new PMA’s and obtain approval from Notified Bodies (NoBo’s). | PED Focal Point | |
| 12 | Fire Risk Assessment (FRA) | Determine Fire & Explosion scenarios and identifies requirements for prevention, control and mitigation measures. | Technical Safety | |
| 13 | Emergency Escape & Resecue Assesment (EERA) | Identify requirements for emergency escape & rescue, e.g. lifeboats, escape routes, plant layout, etc | Technical Safety | |
| 14 | Dropped Object Study | Identify and assess the potential risks to drilling, production, process equipment, and manned areas from dropped or swinging objects. Where the consequence of a dropped object is considered significant, to propose prevention or mitigating measures. | Technical Safety | |
| 15 | Blast Design Philosophy | Develop philosophy that assesses potential explosion hazards and identifies appropriate blast loadings to be applied to the engineering design process, eg. Vessels, pipe supports, structural steel, etc. | Technical Safety | |
| 16 | PFP / AFP Philosophy | Develop philosophy that identifies requirements for Passive Fire Protection (PFP) and/or Active Fire Protection (AFP). | Technical Safety | |
| 17 | HIPPS Review | Initial review to establish requirements for a High Integrity Pressure Protection System. | Instruments | Management of Functional Safety, (DOCUMENT CODE) |
Phase 4: Initial Design Review and Audit
To confirm that the initial design development is robust.
| Activities / Deliverables | Description | Key Discipline | Supporting Documentation | |
| 1 | Hazardous Area Review | Formal Engineering discipline review of hazardous area layouts to confirm requirements for the correct selection and location of equipment. | Technical Safety | Hazard and Risk Management Procedure (DOCUMENT CODE); Engineering & Design reviews, (DOCUMENT CODE) |
| 2 | P&ID Review and / or ‘Initial Hazop’ | Formal Engineering discipline review of P&ID’s to confirm design basis. | Process, Piping, Technical Safety, Instruments | Formal Hazop, (DOCUMENT CODE); Engineering & Design Reviews, (DOCUMENT CODE) |
| 3 | Plot Plans / Layout / 3-D Model Review | Formal Engineering review of Plot Plans / Layouts. The review shall ensure that the layout design complies with the required technical, safety, operability and maintainability standards. Makes sure the layout is cost effective, ensures the constructability of the work and agrees the layout basis on which the detailed design can proceed. | Piping and Layouts, Structural, Mechanical, Electrical, Technical Safety, Process | Engineering & Design Reviews, (DOCUMENT CODE) |
| 4 | C&E Review | Formal review of Cause & Effects diagrams to confirm design basis and alignment with Hazard Management Plan. | Instruments, Process, Technical Safety | Hazard and Risk Management Procedure (DOCUMENT CODE); Engineering & Design reviews, (DOCUMENT CODE); Management of Functional Safety Guideline (DOCUMENT CODE) |
| 5 | Technical Audit | Obtain confirmation, by sampling of project documentation, that the engineering of the project is to the required standard and free from errors. | Independent (Corporate Engineering) | Technical Audit Procedure (DOCUMENT CODE) |
To ‘Freeze’ the Process design, and develop dependent design & procurement activities.
| Activities / Deliverables | Description | Key Discipline | Supporting Documentation | |
| 1 | PUWER Assessments | Conduct initial PUWER assessment typically by review of PDMS model and/or vendor / equipment supplier information received to date. | Technical Safety, Mechanical | Engineering & Design Reviews, (DOCUMENT CODE) |
| 2 | HAZOP | Hazard and Operability Studies, a systematic multi-discipline study based on the applications of guidewords to identify causes of potential hazards and operability constraints in a facility. | Process, Technical Safety | Dependent on Project updated P&ID’s and C&E’s may be prepared from commented IDC’s from Phase 3 Formal HAZOP, (DOCUMENT CODE); Engineering & Design Reviews, (DOCUMENT CODE) – Note: additional HAZOP’s may be required, i.e. earlier or later in the project. PEM to consult with Process & Technical Safety Lead Engineers. |
| 3 | SHE Audit (AFD) | SHE Audit ensures that the design obligations under The Health and Safety At Work Act 1974 and project health, safety and environmental performance standards are being or have been met during the engineering and design processes. | Technical Safety | SHE Audit Procedure (DOCUMENT CODE); Engineering & Design Reviews, (DOCUMENT CODE) |
| 4 | Environmental Report | Issue final report to document & confirm that the design has considered all applicable environmental aspects & demonstrates that design controls have been included to minimise / control the environmental impact. | Technical Safety | Process Engineering & Design Reviews, (DOCUMENT CODE) |
| 5 | Constructability Review | Conduct formal Constructability Reviews to ensure safe and efficient installation of plant & equipment. | Affected disciplines + Construction / Implementation Group | Engineering & Design Reviews, (DOCUMENT CODE) |
| 6 | P&ID AFD | Issue Approved For Design (AFD) Process and Instrumentation Diagrams. | Process | |
| 7 | C&E AFD | Issue Approved For Design (AFD) Cause & Effects. | Instruments | |
| 8 | Process Data Sheets AFD | Issue Approved For Design (AFD) Process Data Sheets. | Process | |
| 9 | HP / LP Interface Listing | Identify all HP / LP interfaces on formal register and ensure that all have been addressed satisfactorily via HAZOP’s and / or individual reviews. | Process | |
| 10 | Holds Register | Develop register to record & manage post AFD design holds. | Engineering Manager | |
| 11 | SIL Assessments | Conduct assessment to determine target Safety Integrity Level (SIL). Note: Where the target SIL is 3, then it is likely that a High Integrity Pressure Protection System (HIPPS) will be required. If the value is found to be 1 or 2, then a HIPPS will not be required. | Instruments | Management of Functional Safety, (DOCUMENT CODE) |
| 12 | HIPPS Study | Conduct study to formally identify the performance requirements of the High Integrity Pressure Protection System (HIPPS) and demonstrate that it is robust. Should include dynamic study for a range of transient conditions. | Process | Management of Functional Safety, (DOCUMENT CODE) |
| 13 | HIPPS Reliability Study | Conduct study to formally demonstrate that the High Integrity Pressure Protection System (HIPPS) complies with the reliability & availability criteria for the Project, e.g. as stipulated in the performance standards. | Instruments | Management of Functional Safety, (DOCUMENT CODE) |
| 14 | SIL Achievement Report | Conduct independent assessment to formally record that the target Safety Integrity Levels (SIL’s have been achieved) Must be completed prior to introduction of Hydrocarbons. | Independent Competent Person (ICP) | Management of Functional Safety, (DOCUMENT CODE) |
| 15 | Flow Assurance | Conduct flow assurance studies to demonstrate the process design under a range of flow conditions, i.e. start-up to 100%. | Process | |
| 16 | Verification of Vendor Information & Certification – Design Completion | Verify, primarily through review of vendor documentation, that their design & manufacture of fabricated packages, etc is robust and contains sufficient information to facilitate completion of affected HBP discipline design. | Affected disciplines | |
| 17 | PFEER Compliance Report | Issue final report as documented confirmation that the design meets the requirements of the Prevention of Fire and Explosion, and Emergency Response (PFEER) Regulations | Technical Safety |
Phase 6: Approval for Construction (AFC)
To ensure that sufficient design information & certification is available to facilitate safe installation, operation & maintenance.
| Activities / Deliverables | Description | Key Discipline | Supporting Documentation | |
| 1 | SHE Audit AFC | Conduct SHE Audit at AFC stage in accordance with Harmonised Procedure. | Technical Safety | SHE Audit Procedure (DOCUMENT CODE) |
| 2 | IEC 61511 Compliance Report | Final report to formally demostrate that the Safety Instrumented Systems comply with the requirements of IEC 61511. | Instruments | Management of Functional Safety, (DOCUMENT CODE) |
| 3 | PFD’s AFC | Issue Approved For Construction (AFC) Process Flow Diagrams. | Process | |
| 4 | Operational Safety Case Development | Commence operational Safety Case development. | Technical Safety | |
| 5 | P&ID’s AFC | Issue Approved For Construction (AFC) Process and Instrumentation Diagrams. | Process | |
| 6 | Quantative Risk Assessment (QRA) | Complete QRA activities to confirm that the design is robust and complies with legislative requirements. | Technical Safety | |
| 7 | C&E AFC | Issue Approved For Construction (AFC) Cause & Effects. | Instruments | |
| 8 | Operating Procedures Review / Operational HAZOP | Ensure operating procedures are verified line by line against the facilities provided on the P&ID’s. | Process, Technical Safety | Formal HAZOP, (DOCUMENT CODE); Engineering & Design Reviews, (DOCUMENT CODE) |
| 9 | Fabrication Drawings AFC | Issue Approved For Construction (AFC) Piping Isometrics, Structural Steelwork drgs, etc. | Affected Disciplines | |
| 10 | Verification of Vendor Information& Certification – Installation, Operation & Maintenance | Verify, primarily through review of vendor documentation, that their design & manufacture of fabricated packages, etc is robust and contains sufficient information to facilitate safe installation, operation & maintenance. | Affected Disciplines | |
| 11 | EC Design Examination Certificates | Where HBP are deemed to be the manufacturer of the piping systems, then under the PED/PER, HBP have to apply to the Notified Body (NoBo) for an EC Design Examination Certificate (Cat IV assemblies only). | PER Focal point | Project Compliance with the Pressure Equipment Directive, Document No. (DOCUMENT CODE). |
| 12 | Declaration of Conformity | Where HBP are deemed to be the manufacturer of the piping systems, then under the PED/PER, HBP have to create a Declaration of Conformity, signed by the Project Manager. | Project Manager | Project Compliance with the Pressure Equipment Directive, Document No. (DOCUMENT CODE). |
To ensure all final design deliverables are completed and that client and statutory obligations are satisfactorily resolved.
| Activities / Deliverables | Description | Key Discipline | Supporting Documentation | |
| 1 | Safety Case Acceptance (HSE) | Submit Safety Case to HSE & close out all queries / correspondance prior to next stage of operations. | Technical Safety | |
| 2 | Certifying Authority (CA) / Independent Verification Bodies (IVB) Acceptance | Close out all outstanding technical queries and obtain final Letter of Acceptance. | Technical Safety | |
| 3 | Complete Project As-Built Documentation | Complete as-builts of design drawings and deliverables in accordance with Project / Client requirements. | Affected Disciplines | As Built Drawings and Documentation, (DOCUMENT CODE) |