PIPING DESIGN & PLANT LAYOUT

Model Review Procedure

TABLE OF CONTENTS
1.0 PURPOSE....................................................................................................................................... 1
2.0 SCOPE............................................................................................................................................ 1
3.0 DEFINITIONS.................................................................................................................................. 1
3.1 Project Engineer.......................................................................................................................... 1
3.2 Piping Lead / Piping Area Lead.................................................................................................... 2
4.0 PROCEDURE.................................................................................................................................. 2
4.1 General........................................................................................................................................ 2
4.2 Phase Objectives......................................................................................................................... 3
4.3 Pre-Work Objectives.................................................................................................................... 3
4.4 Milestone Model Review Objectives:........................................................................................... 4
4.3 Description of Stages................................................................................................................... 4
4.4 Model Review Execution Process & Responsibilities...................................................................4
4.5 Model Lockdown.......................................................................................................................... 5
5.0 APPENDICIES................................................................................................................................ 5
Model Review Matrix Table.................................................................................................................... 5
Model Readiness Checklist (Study)........................................................................................................ 5
Model Readiness Checklist (30%).......................................................................................................... 5
Model Readiness Checklist (60%).......................................................................................................... 5
Model Readiness Checklist (90%).......................................................................................................... 5
Model Review Log Form......................................................................................................................... 5
Model Review Covenants....................................................................................................................... 5
Acceptable Reasons for Model Review Changes...................................................................................5

1.0 PURPOSE
The purpose of this procedure is to establish responsibilities, timing, review techniques,
documentation requirements, methods of implementation of findings and guidelines related to
formal model reviews conducted using 3D electronic modelling systems.

2.0 SCOPE
This procedure applies to formal model reviews at the Study, 30%, 60% & 90% stages of design
completion. It is not intended to control normal daily, weekly or other regular reviews which
support design work.

3.0 DEFINITIONS
The following definitions are applicable to the Model Review Matrix:
Technical Term Explanation
Modelled Means built in the model but not checked for stress,
interferences, or other discipline spacing requirements
Designed Means stress is complete and the item is modelled and
considered frozen
Checked Means designed, modelled, clash checked and
considered final product
Code 1 Manufacturing may proceed without changes.
Submit Certified Drawing
Code 2 Correct & resubmit. Manufacturing may proceed subject
to incorporating comments.
Code 4 Information / record purposes only. Certified As-Built.
3.1 Project Engineer
  Ensure that the reviews and pre-review clash checks are entered into the project
schedule.
 Have a working knowledge of PEM 4206 and its attachments.
 Manage the Model Reviews.
 Ensure that the Discipline Leads design process meets the requirements for the
review as defined in Model Review Matrix. (See Appendices, 4206A)
 Ensure that the design process meets the requirements for the review as defined in
the Model Review Matrix. (See Appendices, 4206A)
 Prepare, schedule and chair the Model Review Readiness Checklist meetings and
ensure exceptions are clearly identified with the closeout date identified.
 Prepare and issue an agenda for the review.
 Notify and ensure that the appropriate client, third parties and IMV personnel will be
in attendance.
 Arrange a meeting room for the review ½ hour before scheduled start to ensure that
model and projector are operating smoothly.
 Take minutes of the model review meeting.
 Ensure the reviews proceed in an expedited manner.
 Coordination of the resolution of action items.
 Proper filing of all documents.
 Issue the model review minutes of meeting.
 Issue a call to meeting to closeout action items prior to the next scheduled review.
NOTE: All readiness and model reviews will proceed in 30% and 60%, once the models are
available for review. There should be minimal delays in progressing reviews. Project
Engineers are to ensure the reviews proceed in an expedited manner

3.2 Piping Lead / Piping Area Lead

Ensure that all model “drivers” are fully trained in the operation of “Navisworks”
 Ensure Phase 1 (Pre-Work) is defined as the interdisciplinary review prior to the
formal review is carried out.
 Post copies of the Model Review Covenants and Acceptable Reasons for Model
Review Changes in the meeting room prior to the start.
 Mark up a copy of all the P&IDs associated with the review, to reflect all current
changes on the process Master Stick File.
 Coordinate the assembly for the layout and presentation of the 3D review files.
 Place pfd’s of related equipment vendor drawings, Plot Plans, P&IDs etc. into the
model review folder for ease of access during the review.
 Distribute laser pointers, hard colour copies of the P&IDs, Module Key Plan if
applicable and Plot Plan at the meeting.
 Provide a “service colour chart” to all model review attendees.
 During the review the above P&IDs will be yellowed off as a record of what has been
reviewed commented on or accepted. (Note: Previously reviewed areas, items or lines
that have had no changes, will not be reviewed again).
 Operate or appoint a designate to operate the machine during the review.
 Capture all comments / action items on the “model Review Log” ensuring item
numbers / screen shots are cross-referenced and that the originator of the comment is
clearly identified and actions delegated.
 Ensure that the model files are filed for future reference after each review.
 Piping Area Lead to maintain the Model Record Book containing copies of the review
minutes, applicable clash reports, model review log. P&IDs used in the review and
screen shots of all completed clients comments.
4.0 PROCEDURE
4.1 General
The review of three dimensional electronic models assists in communicating design progress to all
stakeholders to provide input to the design and to voice their acceptance of design at strategic
stages of the project. Comments arising from these reviews assist in coordination of design
activities across disciplines.
4.2 Phase Objectives
There are two key phases to model reviews, each with specific objectives.
Phase one is the Pre-Work (Internal), the purpose of the pre-work is to be ready and is defined
as the Interdisciplinary review of the model and information to ensure the design and model are of
good standing and quality prior to presentation to the client.
Phase two is the Milestone Model Reviews (Client) with client representation, it is not to be used
to flush out interdisciplinary design issues or detailed design components the sole purpose is to
ensure the design and model meets the client’s needs.
4.3 Pre-Work Objectives
 Ensure the information within the model meets the criteria matrix.
 Ensure the model is ready for the review with the client.
 The design team is to internally review the model against other key documents for
accuracy and most up-to-date representation of design.
4.3.1 Pre-Work Model Set-up
Prior to the scheduled milestone review (duration is dependant on the size of area being reviewed)
multidiscipline interference checks will be run to ensure that the required models are properly
loaded and running. To control the multidiscipline participation the clash runs are to be entered
into the project schedule.
For reviews post 30% resolved comments will be reviewed to confirm all items have been closed
out, this will be a PowerPoint format showing screen shots before and after with test identifying the
comment and the originator, the resolution with the date it was accepted and by whom.
All models for review will be set up ½ hour prior to review and shall have the following capabilities
available.
 Viewpoints will be setup to avoid unnecessary travel thru the model.
 Where applicable models for review will show maintenance vehicles and/or trucking
models for reference.
 Reserved volume for maintenance, access and egress, opaque and included in the
clash check.
 Selection Trees turned on.
 If no underground facilities or lines are to be reviewed the piling models will be turned
off.
 Clearances under pipe bridges and racks identified.
 Field Fit Welds (FFW) identified. (Construction input required).
 All adjacent models not for review will be shown “greyed out” allowing a visual to
ensure connectivity is accurate and consistent.
 All model review comments will be captured using the Navisworks “redline tool –
tagging”. At the completion of the model review a “tagged viewpoints report” from the
Navisworks file that will provide a screen capture of each comment. The Piping Area
Lead will file this report in the appropriate project directory and email it to all disciplines
for appropriate action.
During this review the piping area lead will markup one set of P&IDs for a line-by-line review, this
line-by-line review will focus primarily on instrumentation to confirm the instrument locations and
types for example, clear drop out for high mounted flow meters etc., straight length requirements
and type e.g. flow meter / vortex meter etc. These P&IDs will become the basis of the milestone
review with a reverse markup i.e. lines not to be covered in the review ill be highlighted in Orange,
exceptions to the review will be recorded on the model review readiness checklists.
 It is imperative that all comments from this review together with “clash” clearing is completed by all
disciplines before the official review, failure to achieve this will require that the late discipline lists
the items as a comment on the model review readiness checklists.
NOTE: On completion of the internal review and all comments have been incorporated and
accepted by the stakeholders the models will have a lockdown security put in place by EAS.
These models will be used in the milestone review. The models will have the filename that
corresponds to the milestone review (30%, 60% & 90%) and the dates of the review.
4.4 Milestone Model Review Objectives:
Have client participation and input
Verify the current design state of the model with the client in order to address the
minimum requirements of safety, operability, maintainability, constructability,
accessability, and functionality.
For model reviews to be effective and efficient, it is encouraged that each discipline
be represented. Generally one representative will suffice.

The review will start off with a walk through of all access / egress ways starting at
grade and progressing to higher elevations. It is important to inform the client that the
reserved volumes will be protected and included in all interference clash checks,
upon completion of the walk down the reserved volumes may be switched off.
The next step is a line by line review mainly to focus on location of valves and
smaller pieces of equipment for operation and maintenance. Any comments will have
the item number from the Model Review Log added to the review P&ID’s for
resolution later.
It should also be noted that acceptable layout and design should also be recorded as
such.
4.5 Description of Stages
For a 3D design, it is typical to review the models at the Study, 30%, 60% and 90% completion
stages. Each of the reviews requires specific tasks / progress to be completed prior to the review
so that the outcome / objectives can be achieved. These are outlined in the Model Review Matrix
Table. Please also refer to the Matrix Table for additional component details relating to each stage
(Study, 30%, 60%, and 90%).
For model reviews (over a 3 to 6 week span), a Readiness Checklist is completed first. Then an
internal team review is completed in order to determine the status of the model and the items
which need to be addressed; then a client review occurs. The time frame is flexible and needs to
be established at each model stage. The pre-work associated with model reviews is outlined in the
Model Review Matrix Table.
The Study Model Review (IFR model) is done with the Study Model. At this point, the high level
information is frozen (equipment location, building location, escape routes, etc). The basis of this
model is IFR P&ID’s. This is the best stage to resolve key design parameters / philosophies for the
purpose of minimizing the impacts at later stages. It is important to involve Civil Design and Stress
Design early in this stage, as the design criteria they require may impact future design. Reviews at
the study stage will be grouped by area.
The 30% Model Review (IFA Model) requires the IFD P&IDs and preliminary vendor drawings for
all major equipment. Operations and construction presence is required at 30% reviews. Reviews
at the 30% stage will be completed by work package as they are ready.
The 60% Model Review (IFD Model) is a progression of the design. Operations and construction
presence is recommended, but can be defaulted based on progress of the model. It may be
advisable at this stage to split reviews with the Design team (home office) and Operations /
Construction (field) and it is the responsibility of the Project Engineer to address this scheduling, if
deemed necessary. Reviews at the 60% stage will be completed by work package as they are
ready.
The 90% Model Review (IFC Model) is a final review of the design before piping, structural and
electrical drawing packages are issued. All vendor data must be firm and P&ID’s must be IFC.
Client participation for these reviews is not necessary. The attached table provides a detailed
breakdown of the objectives, outcomes and inputs into each model review.
 4.6 Model Review Execution Process & Responsibilities
The requirements for the Model Review are covered in the Model Review Matrix Table (4206A).
The Matrix Table outlines specific requirements to effectively and efficiently complete a Model
Review at each stage.
The Interdisciplinary Review (internal) is a process which requires a full design review.
The Client Review is a process which requires a review on safety, operability, constructability,
accessibility and maintainability. All of these items are also covered during the Internal Review.
The key roles required for a model review meeting are:
 Project Engineer - minutes of meeting (scribe), review notes and timer
 Piping Area Lead – facilitator and works model (or assigns designate)
Model Review notes will be captured using the redline tagging tool within Navisworks. There is an
excel format in place that will be utilized, distributed and filed for further follow-up. Sign off will be
required by the Project Engineer.
4.7 Model Lockdown
Once a model reaches 90% model review and is checked, a lockdown security will be put in place
by EAS. This lockdown will only allow change access through an approval process with the
Project Engineer / Manager as noted below. There will be read access in place for the Piping
team.
If Piping or Civil requires change / edit access, a request will be made to the Piping Area Lead. In
turn, the Piping Area Lead will request approval from the Project Engineer / Manager.

5.0 APPENDICIES
Model Review Matrix Table
Study Model Readiness Checklist
Model Readiness Checklist (30%)
Model Readiness Checklist (60%)
Model Readiness Checklist (90%)
Model Review Log Form
Model Review Covenants
Acceptable Reasons for Model Review Changes