| Section 1.2 Financial Conditions and Status Head Contract: 1.3 Scope of Work (Process Engineering, Project Engineering, Specialist Engineering, Drafting, Purchasing, Expediting, Inspection, Estimating, Cost Analysis, Planning (HO) Construction Management and Construction Execution). Supply of material/ equipment
Materials control Construction labour (direct hire and/or subcontracts). 3.0. Give general information on overall project program, with major milestones: including contract award date, start of engineering and drafting work, design package completion date, start of construction activities, placement and delivery dates of critical items, mechanical completion date, overall acceptance by Client, etc. Note: Provide comments for long delays with causes (e.g. strikes, design, material shortage); general market conditions and price changes during project due to escalation, etc. 3.1 Give reference to or make a summary of the project execution philosophy followed, and indicate possible advantages/ disadvantages. 3.2 Give a summary of the QA philosophy followed; make reference to the Quality Plan if required. Refer to scheduled audits and follow-up. 3.3 Give a summary of the Safety Philosophy followed; make reference to the Safety Plan if required. 3.4 Procedures and Methods a. Highlight briefly the important advantages and disadvantages of various procedures and methods used effecting the job. Discuss problems which arose and present recommendations for future work and improvement of Company Quality Management System. 3.5 Client Relations Attach organization scheme of "key" Client personnel involved in the project and give a brief outline of Client's organization. Describe Client's performance/cooperation, if required, with respect to a. Development of basic design data. b. Development, review and approval of basic \drawings including process flow diagrams, engineering flow diagrams and utility flow diagrams, plot plans, electrical key diagrams, etc. c. Review and approval of the drawings. Indicate extent of review and approval action required. d. Review and approval of material and equipment requisitions, bid tabs and purchase orders. e. Finalizing contractual agreements. f. Review and approval of change orders. g. Requirements for automated control/reporting. Acceptance of Company systems and costs. h. Any other areas. Indicate frequency, location and success of meetings held. 3.6 a. Give brief analysis of the project, highlighting important and unusual items, such as effect of major changes, significant delays etc. 5.0 Project Controls and Cost a. Attach the planning and progress charts. b. Explain reasons for differences between scheduled and actual progress, e.g. shorthanded, delays in developing basic design information, delays in approvals by Client and/or authorities, etc. c. Discuss systems utilized to control costs, manhours and change orders if learnings can be drawn from this and give recommendations on project control systems for future projects. d. Indicate number of change orders and engineering design adjustments and/or attach change order register. Highlight major changes which resulted in delays of design package completion. e. Describe unusual Client's (or third party) requirements or claims, if any, and the impact on the project. 6.0 Engineering and Design a. Refer to "U" engineering summaries in project cost report and give reasons for overrun/underrun of engineering manhours. b. Comment on divisions of work by project engineering team if required. c. Comment on general performance if required. d. Provide specific comments on the design of equipment and systems per Company code of accounts if required. Project manager should obtain comments of specialist engineers, design coordinators and other relevant personnel prior to presenting his comments and recommendations. e. Highlight problems, if any, experienced with equipment vendors. Give recommendations to prevent these problems for future projects. Refer where Client interference during design was significant. f. Indicate advantages/disadvantages of automated design equipment (CAD, APD) if required. g. Discuss reasons for manhour overruns/underruns in design disciplines if required. h. Discuss systems used to produce layout drawings (CAD), isometrics (manual or APD), material control (PMC), etc., if required. 7.0 Procurement -
Refer to the procurement summary in the cost report and give reasons for overrun/underrun of procurement manhours. -
Describe specific problems encountered in material and equipment procurement, vendor performance experienced, etc. if applicable. -
Provide any comments which might be of value in future projects. -
Comments on general procurement performance if required. 8.0 Construction a. Give a review of the Construction Execution and any Engineering executed in the field. b. Describe construction organization with special emphasis on lines of communication between home office project management and field construction management, including field problems and recommendations to improve. c. Highlight important recommendations from the final construction report. d. Indicate major field changes due to engineering errors and Client interference, number of total isometrics to be re-fabricated in the pipe shop and in the field due to mistakes. e. Shortage of material, to be bought in the field, due to incorrect take-off, loss, damage and Client interference, etc. Include a summary of surplus material if applicable. f. Refer to subcontracts plan and reason for deviations from that plan. 9.0 Start-up a. Discuss problems, if any, encountered during start-up of plant. b. Highlight problems, if any, experienced with particular equipment and/or equipment suppliers. c. Give recommendations on how to prevent these problems in future. d. Review the use of service contractors. e. Review start-up engineer's reports, summarize recommendations to correct deficiencies that may have developed during start-up. | 
General Procedures 
