8006 Project Procedure Manual Guidelines

PROJECT PROCEDURE MANUAL PM-100 PROCEDURE NO.
: 8006
PROJECT PROCEDURE MANUAL PM-100
PROCEDURE NO.: 8006
DATE REV PAGE APPROVED BY TITLE SIGNATURE
Director of
09-09-2013 0 Ray Manes R. Manes
Projects
Director of
07-18-2014 1 Ray Manes R. Manes
Projects
PROJECT PROCEDURE MANUAL PM-100 PROCEDURE NO.: 8006
1.0 PURPOSE
The Purpose of this document is to provide explanation and directions for preparing a
Project Procedure Manual PM-100. This procedure is to be used on all Samuel Engineering
Project Procedure manuals (PPM).
2.0 SCOPE
This procedure is for use on all of Samuel Engineering, small, medium and large size
projects. The format is adaptable to all industries that SE provides services for. Use of the
procedure to develop the PPM will ensure that the project scope, client expectation, Level
of Effort and execution plan is clearly understood and provided to all project Stakeholders.
It will also provide a base document from which the project changes and scope additions,
deletions or adjustments can be managed.
3.0 UPDATING
This procedure will be updated or revised as required. All contributions or suggestions in
this respect will be considered and incorporated.
4.0 RESPONSIBILITIES
The Manager of Projects is responsible for the content, administration and maintenance of
this procedure.
5.0 PROJECT SETUP

The PPM preparation is to be developed by the project manager and/or project engineer.
All project stakeholders including the client, department heads and project leads should be
consulted and participate in providing the required information to complete the sections of
the PPM related to their portion of the work.
The PPM should be completed and will be the basis of the SE internal project kickoff
meeting.
The PPM will be updated as required as the project evolves. All revisions will be noted and
hi-lighted.
6.0 APPENDICES
A Project Procedure Manual (PM-100) Preparation Guide
B Project Procedure Manual (PM-100) Blank Template

PROJECT PROCEDURE MANUAL PM-100 PROCEDURE NO.: 8006
Appendix A
Project Procedures Manual

Preparation Guide
8450 East Crescent Parkway, Suite 200 Phone: 303-714-4840
Greenwood Village, CO 80111 Fax: 303-714-4800
PROJECT PROCEDURE MANUAL
PM-100
FOR
ABC Energy Services Commented [E1]: Client Name Here
North Compressor Station Commented [E2]: Project Name Here
Project Number: XXXXX-XX Commented [E3]: SE Project Number
Orig./Lead Engineer: Date MO/DAY/YEAR
Project Engineer Approval: Date
Project Manager Approval: Date
Client Approval: Date
Rev. No. By Revisions Approval Date Commented [E4]: Track changes between issues by changing
the date in this column.
A Issue for Client Review MO/DAY/YEAR
B Issue for Project Kickoff Commented [E5]: All revisions are to be “letter” revisions. This
document will not become a construction document.
C Working
Engineering  Project Controls  Estimating  Construction Management

Commented [E6]: Insert Client Logo Here. Right Click and
Select “Change Picture.”
ABC Gold Mine Project

Commented [E7]: Project Name and Description
Lima Peru Commented [E8]: Project Location
Project Procedure Manual (PM-100)

Engineering, Procurement and Construction Assistance Commented [E9]: List Major Components to be Performed for
the Project
26, March 2016 Commented [E10]: Date of Project Award
Samuel Engineering
Project Number: XXXXX-XX Commented [E11]: SE Project Number
Prepared by:
Samuel Engineering, Inc.
8450 East Crescent Parkway, Suite 200
Greenwood Village, Colorado 80111
303.714.4840 – Telephone
303.714.4800 - Fax
www.samuelengineering.com
PROJECT NAME Match the Project Name that is used on
the cover page for all pages.
LEGAL CLIENT NAME Commented [E12]: Use Legal Name of Client for the Master
Service Agreement of the Contract
PROJECT NAME
SE Project Number: XXXXX-XX
Project Procedure Manual
This Project Procedure Manual (PPM) is not a contractual document and is subject to change and
revision at any time. Information stated herein shall not in any way affect the interpretation of the
contract between LEGAL CLIENT NAME (the “CLIENT”) with its principal office located at CLIENT
ADDRESS and Samuel Engineering (SE).
This Procedure Manual defines the procedures to be used for the PROJECT NAME.
INSERT A BRIEF SUMMARY OF PROJECT DETAILS. Commented [E13]: Include a brief reference to the level of
involvement for departments or disciplines. Examples: Detailed
Engineering, Procurement, Logistics, Construction, Construction
Management, Startup and Commissioning, Testing, Scoping Study,
Pre-feasibility, Bankable Study, Process Design, Architectural, Civil,
Structural, Mechanical, Plant Design, Piping, Electrical,
Instrumentation, Automation, Project Controls, Scheduling, Cost
Estimating, Information Technologies, Project Management.
Project Name SE Project Number XXXXX-XX i

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Project Procedure Manual (PPM) Distribution
Hard Copy Electronic

# Position Company Individual Commented [E14]: Position #, used to assign responsibility
Number Copy throughout the project documentation.
SE Project File (Home Office)
1
SE Project File (Field Office)
X Client - Project Manager ABC Jane Doe
X 1 Project Manager SE John Doe Commented [E15]: PPM Sent Electronically Only
Commented [E16]: Position #, see organization chart and
Engineering Manager Project Document List
Project Engineer Commented [E17]: Name of Lead for the respective Discipline
Project Sponsor
Project Coordinator
Automation Lead Engineer N/A Commented [E18]: Position not required on project to be
denoted by N/A
Instrumentation Lead Engineer
Structural Lead Engineer
Civil Lead Engineer
Process Lead Engineer
Mechanical Lead Engineer
Piping Lead
Electrical Lead Engineer
Plant Layout Lead
Project Control Manager
Procurement Lead
Project Controls Engineer
IT Manager
Construction Manager
Startup/Commissioning Manager
Document Control Manager
Project Name SE Project Number XXXXX-XX ii

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TABLE OF CONTENTS Commented [E19]: This table of contents is very

comprehensive for the type of work we do in all of the industries
which we are involved. Do not make modifications to Section
1.0 GENERAL ................................................................................................................1-1 Numbers or Titles 10:1.0 GENERAL All PMM’s will follow the section
format shown here.
1.1 INTRODUCTION TO OUR CLIENT (N/A) ............................................................................ 1-2
1.2 PROJECT BACKGROUND ................................................................................................... 1-2 Commented [BH20]: If you encounter a Title in either the sub-
1.3 PROJECT DESCRIPTION..................................................................................................... 1-2 section or series that is not relevant to your project insert (N/A)
“Not Applicable” to the right hand side of that sub-title. If a title is
1.4 PROJECT MAP................................................................................................................... 1-4 deleted from the center of either the section or series it will destroy
1.5 PROJECT CONTACT INFORMATION.................................................................................. 1-4 the formatting throughout the template.
1.6 TRAVEL POLICY ................................................................................................................. 1-5
Sub-Section 1.6.1 Transportation .............................................................................................................. 1-5
1.6.2 Subsistence ................................................................................................................... 1-6
1.6.3 Accommodations .......................................................................................................... 1-6
1.6.4 Immunizations (N/A) .................................................................................................... 1-6
1.6.5 Passports & Visa (N/A).................................................................................................. 1-6
1.6.6 Paid Hours..................................................................................................................... 1-6
1.6.7 Conduct......................................................................................................................... 1-6
1.6.8 Relocation of Residence ............................................................................................... 1-7 Commented [BH21]: If a sub-section or series title that you
may be require does not exist, it should be added at the end of the
2.0 SCOPE OF WORK .....................................................................................................2-1 number sequence within the section.
2.1 SCOPE OF SERVICES ......................................................................................................... 2-2

2.1.1 Project Management .................................................................................................... 2-2
2.1.2 Engineering ................................................................................................................... 2-2
Series 2.1.3 Project Controls ............................................................................................................ 2-4
2.1.4 Procurement & Logistics............................................................................................... 2-4
2.1.5 Construction Management........................................................................................... 2-5
2.1.6 Startup and Commissioning.......................................................................................... 2-5
2.2 ASSUMPTIONS, CLARIFICATIONS AND EXCLUSIONS........................................................ 2-6
2.2.2 Engineering ................................................................................................................... 2-6
2.2.3 Project Controls ............................................................................................................ 2-7
2.3 SUB CONSULTANTS .......................................................................................................... 2-6 Commented [BH22]: If a sub-section or series title that may
require does not exist, it should be added at the end of the number
3.0 EXECUTION PLAN ....................................................................................................3-1 sequence within the section.
3.1 INTERNAL KICK-OFF MEETING ......................................................................................... 3-2

3.2 SITE VISIT .......................................................................................................................... 3-2
3.3 PROJECT REPORTING ....................................................................................................... 3-3
3.4 PREPARATION OF PROJECT PROCEDURES ....................................................................... 3-3
3.5 PROJECT ROLES ................................................................................................................ 3-4
3.5.2 Process .......................................................................................................................... 3-5
3.5.3 Plant Layout .................................................................................................................. 3-6
3.5.4 Architectural ................................................................................................................. 3-6
3.5.5 Civil ............................................................................................................................... 3-6
3.5.6 Concrete & Foundations ............................................................................................... 3-6
Project Name SE Project Number XXXXX-XX iii
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3.5.7 Structural Steel ............................................................................................................. 3-7

3.5.8 Building Services ........................................................................................................... 3-7
3.5.9 Mechanical ................................................................................................................... 3-7
3.5.10 Piping ......................................................................................................................... 3-8
3.5.11 Instrumentation/Automation ................................................................................... 3-8
3.5.12 Electrical .................................................................................................................... 3-9
3.5.13 Project Controls ....................................................................................................... 3-10
3.5.14 Procurement............................................................................................................ 3-11
3.5.15 Construction Management ..................................................................................... 3-11
3.5.16 Startup and Commissioning .................................................................................... 3-12
4.0 DOCUMENTS AND DELIVERABLES ............................................................................4-1
4.1 PROJECT DOCUMENT LIST (PM-101) ............................................................................... 4-2
4.2 DRAWING FORMATS ........................................................................................................ 4-2
5.0 COMMUNICATIONS ................................................................................................5-1
5.1 GENERAL .......................................................................................................................... 5-2
5.2 CORRESPONDENCE .......................................................................................................... 5-2
5.2.1 Letters ........................................................................................................................... 5-2
5.2.2 Faxes ............................................................................................................................. 5-2
5.2.3 Telephone Conversations ............................................................................................. 5-2
5.2.4 Meeting Agenda’s and Minutes of Meetings ............................................................... 5-2
5.2.5 Transmittals .................................................................................................................. 5-2
5.2.6 E-mail ............................................................................................................................ 5-3
5.3 DISTRIBUTION OF CORRESPONDENCE............................................................................. 5-5
5.4 PROJECT FILING ................................................................................................................ 5-5
6.0 PROJECT DESIGN CRITERIA ......................................................................................6-1
6.1 SITE CONDITIONS ............................................................................................................. 6-2
6.2 CLIENT PROJECT DESIGN BASIS ........................................................................................ 6-3
6.3 PROCESS DESIGN CRITERIA .............................................................................................. 6-3
6.4 DESIGN BASIS ................................................................................................................... 6-3
6.4.1 Architectural ................................................................................................................. 6-3
6.4.2 Automation and Controls ............................................................................................. 6-3
6.4.3 Civil ............................................................................................................................... 6-3
6.4.4 Electrical ....................................................................................................................... 6-3
6.4.5 Instrumentation............................................................................................................ 6-3
6.4.6 Mechanical ................................................................................................................... 6-4
6.4.7 Piping ............................................................................................................................ 6-4
6.4.8 Plant Layout .................................................................................................................. 6-6
6.4.9 Process .......................................................................................................................... 6-8
6.4.10 Structural Concrete and Steel ................................................................................... 6-8
7.0 DESIGN REQUIREMENTS..........................................................................................7-1
7.1 APPLICABLE CODES AND STANDARDS ............................................................................. 7-2
7.2 CLIENT STANDARDS AND PROCEDURES .......................................................................... 7-2
7.3 LOCAL UTILITIES REQUIREMENTS .................................................................................... 7-2
Project Name SE Project Number XXXXX-XX iv
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7.4 ENVIRONMENTAL REQUIREMENTS ................................................................................. 7-2

8.0 ENGINEERING PROCEDURES ....................................................................................8-1
8.1 DESIGN CALCULATIONS ................................................................................................... 8-2
8.2 DRAWINGS ....................................................................................................................... 8-2
8.3 DRAWING CHECKING PROCEDURES ................................................................................ 8-3
8.4 EQUIPMENT DATA SHEETS .............................................................................................. 8-5
8.5 EQUIPMENT LIST AND NUMBERING ................................................................................ 8-5
8.6 PERFORMANCE SPECIFICATIONS ..................................................................................... 8-6
8.7 MATERIAL SPECIFICATIONS ............................................................................................. 8-6
8.8 CONSTRUCTION SPECIFICATIONS .................................................................................... 8-6
8.9 QUALITY ASSURANCE ....................................................................................................... 8-6
8.10 CAD REQUIREMENTS .................................................................................................... 8-7
9.0 PROJECT CONTROLS ................................................................................................9-1
9.1 CHANGE IN WORK SCOPE ................................................................................................ 9-2
9.2 PROJECT CHANGE NOTICE ............................................................................................... 9-2
9.3 DRAWING CONTROLS ...................................................................................................... 9-2
9.4 SAMUEL ENGINEERING, INC. TIMESHEET SYSTEM AND APPROVAL................................ 9-3
9.5 REQUESTS FOR INFORMATION ........................................................................................ 9-3
10.0 REPORTS............................................................................................................ 10-1
10.1 MONTHLY REPORT...................................................................................................... 10-2
10.2 LIST OF OPEN POINTS (LOP) ....................................................................................... 10-2
10.3 MEETING AGENDA’S AND MINUTES OF MEETINGS ................................................... 10-3
10.4 PROJECT CONTROLS ................................................................................................... 10-3
10.5 ENGINEERING PRODUCTIVITY REPORTING ................................................................ 10-3
10.6 PRISM COST REPORTING ............................................................................................ 10-3
10.7 SCHEDULE ................................................................................................................... 10-4
11.0 ORGANIZATIONAL CHARTS ................................................................................. 11-1
11.1 PROJECT ORGANIZATIONAL CHART............................................................................ 11-3
11.2 MANAGEMENT ORGANIZATIONAL CHART ................................................................. 11-4
11.3 CONSTRUCTION MANAGEMENT ORGANIZATIONAL CHART ...................................... 11-5
12.0 SCHEDULE .......................................................................................................... 12-1
13.0 MANHOUR BUDGET ........................................................................................... 13-1
14.0 APPENDICES ...................................................................................................... 14-1
Project Name SE Project Number XXXXX-XX v

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LIST OF APPENDICES Commented [E23]: If you encounter an Appendix that is not

relevant to the project, it may be deleted. Do not re-number the
remaining appendices. If an appendix is removed, all reference to
Appendix A Travel Request Form that Appendix must be removed from the test in the body of the
PPM
Appendix B Project Change Procedure Flow Diagram
Appendix C Trend / Scope Change Record (PC-110-A)
Appendix D Trend / Scope Change Log (PC-110)
Appendix E Scope Change Notice– Advanced Authorization (PC-104-A)
Appendix F Contract Change Log (PC-104)
Appendix G Project Procurement Plan (PX-111)
Appendix H Construction Plan (C-114)
Appendix I Startup and Commissioning Plan (C-115)
Appendix J Standard Cover Sheet (Portrait)
Appendix K Standard Cover Sheet (Landscape)
Appendix L Project Document List (PM-101)
Appendix M Standard Drawing Title Block and Drawing Numbering (4004)
Appendix N Fax (Form)
Appendix O Telephone Conversation (Form)
Appendix P Meeting Agenda (Form)
Appendix Q Meeting Minutes (Form)
Appendix R Document Transmittal (Form)
Appendix S SE Internal Action Item Register (PM-105)
Appendix S SE External Action Item Register (PM-106)
Appendix T Request for Information (RFI) (C-106-A)
Appendix U Document Distribution Matrix (PM-109)
Appendix V Internal Drawing Revision and Issuing Procedure (4011)
Appendix W Internal Specification Revision and Issuing Procedure (4012)
Project Name SE Project Number XXXXX-XX vi

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PROJECT NAME
1.0 GENERAL
Commented [E24]: In the General Section, it is important that
the information from the RFP and the proposal are recorded. The
Project Procedure Manual, once complete, will be submitted to the
client for review and will serve as a base document and record for
future scope changes.
Project Name SE Project Number XXXXX-XX 2-1

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This format is typical of all pages
SECTION 1.0
throughout each PPM section, following
PROJECT NAME the cover page.
1.1 INTRODUCTION TO OUR CLIENT

(EXAMPLE ONLY: DELETE & REPLACE)
Formation Capital Corporation is an established Canadian company that was incorporated in
1988. The company was founded as a mineral exploration, development and refining
company. The company trades on the Toronto Stock Exchange under the symbol FCO.
Through its wholly owned subsidiaries, Formation Capital has interests in base, precious
metal and uranium projects in Canada, the United States and Mexico.
Formation Capital Corporation, U.S. (FCC) is a wholly owned subsidiary of Formation Capital
Corporation. The Idaho Cobalt Project (ICP) is the company’s flagship property. FCC owns
100 percent of the ICP, which is a high-grade, primary cobalt deposit that is capable of
producing super-alloy-grade cobalt metal and cobalt chemicals. Commented [E25]: This information can usually be obtained
from the original Request for Proposal (RFP). It can also be
obtained from the Clients web page
1.2 PROJECT BACKGROUND
In 1892, copper mineralization was first discovered along Blackbird Creek. Since then, the
area was intermittently developed by a number of companies. The area was first mined for
cobalt during World War I. From then until 1941 limited quantities of cobalt ore were
produced by two operators. Between 1943 and 1959, the Blackbird Mine was developed
and operated under a contract to supply cobalt to the U.S. government. From 1963 to 1966,
the last significant production from the area occurred under new ownership. Since that
time the property changed hands several times, and the new owners carried out extensive
exploration, mine rehabilitation and metallurgical testing. However, no commercial
production was carried out. The total historical production of cobalt ore from the district is
approximately 2.1 million tons.
In 1994, the then-current owner allowed perimeter claims to lapse, and FCC re-staked much
of that ground. From 1995 to the present, FCC completed surface geochemical sampling
and drilled 113 diamond drill holes on the property. FCC has carried out metallurgical
testing and various studies of the geology as well as completing resource estimates, water
treatment plant designs, mining plans, and other studies related to bringing the property
into commercial production. SE has completed a bankable feasibility study which was
completed in July 2007. Commented [E26]: This information can usually be obtained
from the original Request for Proposal (RFP)
1.3 PROJECT DESCRIPTION

The Corani Project is a proposed open pit silver/zinc/lead deposit located in the Puno
Department, Peru, S.A. It is wholly owned by Bear Creek Resources Corp. The pre-
production capital investment cost estimate determined by the 2007 scoping study was
$428M (U.S.). The present estimate mine life is 12.5 years. The scoping study was based on
metal prices of $12 per ounce of silver, $0.93 per pound of lead and $1.19 per pound of zinc.
The project is expected to produce 15.2M ounces of silver, 123M pounds of lead and 66M
pounds of zinc annually. The possibility of added resources and longer mine life is significant
with ongoing metallurgical test work. There appears to be no obstacles in obtaining permits

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SECTION 1.0
and the project has local community acceptance.
The mine will consist of 3 mineralized zones, namely, the Corani Este pit, the Minas Corani
pit and the Main Corani pit. The present mine plan calls for stockpiling of low-grade ore in
the early mine life to improve mill feed grades.
The present processing plan assumes a mill throughput of 30,000 tonnes per day. The plant
will initially utilize conventional flotation. This study will determine if a year 7 cyanide leach
circuit, to treat lower grade oxide ore will be feasible. The plant will operate on a 24 hour
per day, 365 day per year basis. The flotation plant design consists of a lead-silver flotation
circuit followed by zinc flotation and bulk concentrate scavenger circuits.
The process plant will involve the following operations:
• Primary Crusher
• Primary Grinding
• Flash flotation of the primary grind cyclone underflow
• Lead-Silver rougher flotation followed by regrind and cleaner flotation
• Zinc rougher flotation followed by regrind and cleaner flotation
• Bulk scavenger flotation of lead-silver and zinc flotation tailings to recover additional metal
values
• Regrinding of the concentrates
• Cyanide leaching will be employed for the treatment of the western ores from Minas and Main.
For this study it has been assumed that 25% of the total ore will be treated by leaching
• Cyanide leaching of the cleaner flotation tailings may be included to improve overall recovery in
the flotation plant on selected tailings streams. Initial process and infrastructure capital costs
are estimated at $281M (U.S.) with an additional $71.8M (U.S.) if a leach plant circuit is added.
The current plan includes trucking bulk concentrate approximately 75 kilometers to an
existing railhead. The concentrate will then be transported by rail to the port of Maturani.
The port has existing concentrate handling facilities that will load concentrate on to ships for
export.
Infrastructure for the project will include installation of a new power line from the city of
Macusani and road improvements and road additions from Macusani. Macusani is located
approximately 30 kilometers east of Corani. Water to operate the facility is expected to be
obtained by collecting surface run-off water in the tailings facility. Well water sources have
also been identified within 5 kilometers of Corani and a river water source has been
identified within 5 kilometers. Figure 1.1 shows the location of the project site, major roads
and rail lines in Peru. Commented [E27]: This information can usually be obtained
from the original Request for Proposal (RFP).
Commented [E28]: This information can usually be obtained
from the Original Request for Proposal (RFP)

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SECTION 1.0
1.4 PROJECT MAP

The project is located North East of Nome, Alaska, Commented [E29]: Insert Project Site information and a map.
U.S.A.
The City of Nome was built along the Bering Sea,
on the south coast of the Seward Peninsula,
facing Norton Sound. Nome lies 540 miles by air
northwest of Anchorage and 99 miles south of the
Artic Circle (64˚ North Latitude, 165˚ West
Longitude). The Rock Creek project is located
approximately 7 miles north of Nome Alaska, and
is accessed via gravel roads. Reportedly, the
average annual air temperature at Rock Creek is
about +27˚F with summer temperatures ranging
from 46˚F to 59˚F and winter averages of 5˚F. The
site is generally south, in latitude, of regional
continuous permafrost.

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SECTION 1.0
1.5 PROJECT CONTACT INFORMATION Commented [E30]: Edit this page as required. Do not include
any non-business personal information i.e. home or personal cell
numbers or personal e-mail accounts
Samuel Engineering Client
Samuel Engineering Client Legal Name

8450 East Crescent Parkway Client Address
Suite 200 www.client website
Greenwood Village, CO 80111-2816
303.714.4840 – main number
303.714.4800 – fax
www.samuelengineering.com
Project Principal Project Manager
Name Name
Phone Number (o) Office Phone Number
Email: [email protected] (c) Cell Phone Number
Email: [email protected]
Project Manager Title

Name Name
Project Engineer Title

Name Name
Procurement Lead Title

Name Name
Construction Manager Title

Name Name
Document Control Manager Title

Name Name

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SECTION 1.0
1.6 TRAVEL POLICY Commented [E31]: Review and edit Travel Policy as required.
What is shown here is SE’s travel policy and changes to this policy
must match the project proposal and contract. Any other changes
The Samuel Engineering Travel Policy (Obtain from HR Department) must be approved by SE Management
1.6.1 Transportation
• All trips and means of travel shall be approved by the Project Manager prior to the trip
using the Travel Request Form (see Appendix A).
• While working in on site, transportation will be provided via car rental. Fuel for a rental
car is 100% reimbursable.
• Use of personal vehicle from the SE office to and from the airport can be expensed at
the 2016 rate of $0.54 per mile. Use of shuttle bus, RTD, or taxi is 100% reimbursable.
• Airport parking in long term parking areas is 100% reimbursable for a one week period.
Parking in short term parking areas will be reimbursed at the long term parking rate if
the parking period exceeds three (3) days.
• Air travel to and from Denver to site will be arranged by SE.
1.6.2 Subsistence
• While traveling to and from the site, the reasonable cost of meals will be reimbursed
with submittal of expense report.
• Any other miscellaneous expenses may be reimbursable at the Project Manager’s
discretion.
1.6.3 Accommodations
• Hotel accommodations are 100% reimbursable. Reservations shall be made through SE

when possible.
• Telephone charges to home and business related are reimbursable. Follow SE’s travel
policy. (Personnel assigned to the field will have this issue addressed in their personnel
site assignment letter).
1.6.4 Immunizations Commented [E32]: If a subsection is not relevant, delete the

text and replace with N/A. Do not remove the title
• Immunizations, if required, should be coordinated through the Project Manager and/or

the HR Department.
1.6.5 Passports & Visa
• Employees are required to furnish their own passports and assure they are up to date
and valid for travel. Any visa requirements and expenses will be handled through SE and
are 100% reimbursable.

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SECTION 1.0
1.6.6 Paid Hours
• All hours worked will be paid at the employee’s base rate, unless otherwise stated in a
personnel site assignment letter.
• Travel from the SE office to and from the site, will be paid at the employee’s base rate
for up to 12 hours maximum per day. Employees are expected to attend work at the
Denver office (before or after travel) on partial travel days. Of course, travel schedules
involving late return and early departures are excluded.
• No more than 12 hours of combined travel and actual work may be charged in any one
day, unless otherwise approved by the Project Manager.
• Only hours worked shall be charged. No more than 12 hours (subject to PM approval)
may be charged in any one day of onsite work.
• Employees are expected to work the hours as required by project demand or scheduled
activities.
1.6.7 Conduct
• The Client and his representatives shall be treated with a high level of respect at all
times in keeping with SE’s core values – “Without clients SE does not exist”!
• At all times, all site personnel shall represent SE at the highest level of professionalism
expected of a consulting firm of SE’s standing. All actions and communication to client
personnel and contractors shall be done respectfully and with discretion. When in
doubt, defer to someone at a higher level within SE.
• All site safety regulations, drug, alcohol and company policies set forth by the SE and
CLIENT safety and drug and alcohol policies, must be adhered to. For Client/site-specific
requirements, please refer to the Field Safety Instructions (PM-114).
• Employees are to be at the jobsite on time as required by the project demands. These
hours may be extended or curtailed based on the request of the Client and/or SE’s
Project Manager or site lead personnel.
• Employees will abide by all local, regional and federal laws pertaining to the job site.
1.6.8 Relocation of Residence Commented [E33]: If a new section needs to be added, add it
to the end. Do not insert it in between existing sections
• All relocation costs will be provided by CLIENT.

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PROJECT NAME
SCOPE OF WORK
Commented [E34]: The Scope of Work Section should be a
2.0 thorough description of all the work performed. The proposal
should be used to obtain the detailed information. The estimate
section of the proposal will give you line item details of what
deliverables and activities are to be included in the project. In
addition to the Scope of Services details, this section must also
include any clarification, assumptions and exclusions. Also refer to
the final project contract or MSA to verify the details of the scope.
It is important that this section correctly addresses all Scope

aspects. Reference back to this section will be used often
throughout the project life to control change management for both
internal changes (project team) or external (Client). It will be a
control document used for budget and schedule management.

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SECTION 2.0
PROJECT NAME
The PROJECT NAME is based on the approved Scope of Work as presented in the Master Commented [E35]: Edit to match the information from the
Services Agreement for Engineering, Procurement and Construction Management cover sheet.
Consulting Services Contract between CLIENT LEGAL NAME and SE. Specifics to the work
Commented [E36]: To match information from the cover page
agreement are outlined in this section.
Commented [E37]: The Scope of Services Description will
include details defining the level of effort for each Division of SE.
2.1 SCOPE OF SERVICES Discipline detail descriptions will be summarized in detail in section
3.0 Execution Plan.
The scope of services for which SE is responsible is described below.
(EXAMPLE ONLY – EDIT OR REPLACE)

DISCIPLINE DESCRIPTION
Process COMPLETE
Plant Layout COMPLETE
Architectural N/A
Civil BY OTHERS Commented [E38]: Tailor description as required
Concrete & Foundations COMPLETE
Structural Steel COMPLETE
Building Services COMPLETE
Mechanical COMPLETE
Piping P&IDs Only Commented [E39]: Tailor description as required
Instrumentation COMPLETE
Automation BY CLIENT
Electrical COMPLETE
Project Management COMPLETE
Construction Management N/A
Project Controls COMPLETE
Procurement & Logistics N/A
Startup & Commissioning N/A
2.1.1 Project Management
(EDIT AS REQUIRED)
The assigned Project Manager, Name, will manage all aspects of SE’s activities in
cooperation with Client’s personnel. SE’s project manager will interface with Client’s project
manager and ensure that the Client is notified of important decision dates required to
maintain the project schedule.
The lead discipline engineers will lead, coordinate and develop the requisite drawings,
specifications and quantity take-offs, etc. as required for the project.
As part of SE’s standard QA process, an independent, internal QA team comprised of

members who are not intimately involved with the project shall be assigned at key junctures
to perform reviews in his/her area of expertise.

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2.1.2 Engineering
(EDIT AS REQUIRED)
SE will assume full responsibility for the engineering, including preparation of all required
drawings, specifications and associated documents. SE will ensure that the engineering and
design for all systems are in accordance with industry, country and Clients standards and
that the engineering and design services meet the production and performance
requirements set forth by the project’s design criteria.
SE will prepare drawings, specifications, and other technical documents necessary for
construction work and other types of work or services to be performed to the accuracy
described herein. Engineering services will be performed in accordance with:
• Accepted sound engineering practices, Commented [E40]: Use bullets rather than numbers or letters.
This allows for easy revision by removing or adding lines at any
• Standard practices for industrial hygiene and safety, incorporating the principles of location
Inherent Safety analyses,
• The design criteria, standards, specifications and procedures of the Project,
• Relevant statutory authorities, applicable laws, codes, guidelines, regulations and
standards acceptable within the industry,
• Industry best practices as applicable,
• SE will be responsible for administrative control and cataloguing of all technical
documents prepared by SE. This includes maintenance of a filing system and records.
• International Building Codes (IBC)
Engineering developed by the SE team will include the following disciplines:
• Architectural Commented [E41]: Delete bullet items not required on project.
• Automation and Controls

• Building Services
• Civil
• Electrical
• Information Technologies (IT) (CADD)
• Instrumentation
• Mechanical
• Piping
• Plant Layout
• Process
• Structural Concrete and Steel
Detailed Design Engineering and Procurement will include:

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• Finalize and issue the PFDs for Construction,

• Finalize and issue P&ID drawings for Construction,
• Complete system Mass Balance for nominal and maximum cases,
• Prepare the Tailings Handling Facility system Control Philosophy in accordance with
existing plant control and in conjunction with filter supplier’s recommendations,
• Provide a definitive capital cost estimate to an accuracy of ± 10%,
• Produce project specifications for design, construction, installation, and equipment
selection,
• Produce and manage necessary Project and Document Lists as required to efficiently
track and manage the project, including but not limited to: drawing lists, specification
log, equipment lists, motor list, pipe line list, instrument index, vendor list and cable
schedules,
• Procurement activities after the design phase will include the tracking of purchased
mechanical and electrical equipment (as listed on the mechanical and electrical
equipment lists) and required documentation, field inspections, invoice approval and
turn over to contractor for installation.
At the completion of the detailed design phase, contractor bid packages will be prepared
and distributed for bid. SE will evaluate General Contractors and assist in the Contractor
Selection. SE will perform on-site construction management using a team of SE construction
professionals with the support of locally hired construction management personnel thru
start-up and commissioning.
2.1.3 Project Controls
(EDIT AS REQUIRED)
The principal objective of the Project Controls group is to assist the Project Manager in
completing the project within the target budget and agreed upon completion date.
This goal is achieved by implementing the following areas of Project Controls:
• Change Management Commented [E42]: Delete bullet items not required on project.
• Cost Control
• Document Control
• Estimating
• Planning and Scheduling
The core objective is to prevent cost and schedule overruns while maintaining quality, safety
and design integrity. Emphasis will be placed on identifying schedule and cost variances
early so mitigating action can be implemented to ensure all aspects of the scope are
completed on time and within budget.

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2.1.4 Procurement & Logistics
(EDIT AS REQUIRED)
SE will be responsible for the design and procurement for equipment, materials, and
services required under contract.
Procurement activities after the design phase will include:
• Equipment bid and approval
• Bid selection
• Purchase order development
• Data and document tracking
• Tracking of purchased equipment
• Required documentation
• Field inspections
• Invoice approval and turn over to contractor for installation.
2.1.5 Construction Management
(EXAMPLE ONLY – DELETE AND REPLACE)

Construction Management will include:
• The bid and award of the General Construction Contract for the Project will be managed
by SE,
• Construction Management will be performed through the final completion and start-up
of the project.
• The field work will be performed by the SE Construction Management team, consisting
of team members from SE’s Denver office providing senior management on site and a
few selected regional construction professionals to complete the full site staffing
requirements.
• Battery Limits for the Tailings Handling Facility are detailed below. The Facility will
interface with an existing operation. SE is required to interface utilities, piping, process
equipment and controls from within the existing facility.
• Design for the installation of new medium voltage switchgear from the existing
substation, including a power line to the Filter Plant area transformers,
• Design for a new tailings discharge manifold and pipe line from the existing
detoxification mix tanks to the feedwell of the Outotec 24 m Dia. Paste Thickener,

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• Design, or coordination of design, for the conveyor system including Filter Press
Discharge Conveyors, Filter Press Collection Conveyors, Portable Grasshopper
Conveyors and the Fixed Radial Stacking Conveyor,
• An independent geotechnical engineering firm will be engaged to perform design work
for the Dry Stack Tailings Facility,
• The batch distribution system and the Paste Backfill Plant are to be considered as a
portion of the flowsheet development. The design will only be developed to the extent
of delivering thickened or filtered tailings to the underground mine portal area.

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2.1.6 Startup and Commissioning
(EXAMPLE ONLY – DELETE AND REPLACE)

Plant startup is defined as when feed is introduced to the new bins of shaft #3 and the plant.
Commissioning and startup will be carried out by a team of plant startup professionals. The
sequencing and scheduling of mine development, and the completion of the process plant
and ancillary facilities will be developed in detail to ensure a timely startup of the project.
Plant startup will be initiated with the preparation of an overall plan for acceptance testing,
safety, lock-out tag-out, compilation of instruction manuals, and supply of reagents, spare
parts, and supplies. Process control system checkout will also be included.
Training of operational personnel will include onsite instruction, training at similar existing
facilities, training at vendor facilities, and in-plant training when the facilities are completed.
Maintenance personnel will obtain similar training and will participate in the commissioning
of the plant.
2.2 ASSUMPTIONS, CLARIFICATIONS AND EXCLUSIONS Commented [E43]: The information for Assumptions,
Clarifications and Exclusions should be obtained from the Proposal
and the Master Service Agreement (MSA) or the Contract. In
2.2.1 Project Management general, the design team will not have access to these documents
as they are considered confidential/business sensitive so it is
important to include this information in the PMM so the team has a
(EXAMPLE ONLY – DELETE AND REPLACE) full understanding of the expectations.
• All meetings will be held at SE’s office.
• PHA will be 2 days at site
2.2.2 Engineering
(EXAMPLE ONLY – EDIT AS REQUIRED)
 ARCHITECTURAL
• All buildings will be modular.
 AUTOMATION & CONTROLS

•
 CIVIL
• Site survey will be provided to SE.
• Access roads by others.
 ELECTRICAL
• Overhead power to site by others.
 INFORMATION TECHNOLOGIES Commented [E44]: Disciplines not required can be deleted or

insert NONE or N/A.
• NONE
 INSTRUMENTATION
• Client will provide recommended suppliers.

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 CIVIL
• Site survey will be provided to SE.
• Access roads by others.
 MECHANICAL
• Client will provide compressor specs.
• Client will provide all conveyor systems.
 PIPING
• Pipe spool drawing not required.
• All piping 2” and smaller will be field routed.
 PROCESS
• Flow sheets will be provided by client.
• Design Basis will be by client.
 STRUCTURAL (CONCRETE & STEEL)

• Soils report will be provided by client.
• Soils testing by others.
(EXAMPLE ONLY – EDIT AS REQUIRED)

 Schedule will be for engineering only
 No cost estimate for construction included
2.2.4 Procurement & Logistics
2.2.5 Construction Management
N/A
2.2.6 Startup and Commissioning
N/A

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EXECUTION PLAN
Commented [E45]: The execution plan section should contain
3.0 all the information required to provide each discipline with a clear
understanding of SE and Client expectation s and level of effort
required to meet the scope, budget and schedule. Consult with the
discipline lead and the project discipline lead to develop each
section of the execution plan. This section serves as a guideline for
development of the design basis.
CAUTION
Keep the information in this section focused on how the work will
be executed and order of execution. DO NOT include design details
or level of effort in design. These will be addressed in Sections 6.0
and 7.0 of the PPM.

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(EDIT AS REQUIRED)
To meet project requirements, the following disciplines will participate in executing the
work outlined below.
• Project Management
• Plant Layout
• Civil
• Electrical
• Mechanical
• Structural
• Instrumentation and Control
• Piping
• Process
• Project Controls
• Procurement
• Construction Management
• Start-up and Commissioning
3.1 INTERNAL KICK-OFF MEETING

SE will perform an internal kick-off meeting to familiarize SE personnel with the project. The
agenda will include the following:
• Scope of Work
• Review of technical reports and studies to date, design criteria, available existing project
data
• Project Procedures Manual
• Schedule and agreement on milestones
• Project controls - reports, timesheet codes, accountability
• Reporting procedures
• Client Expectations
3.2 SITE VISIT

(EDIT AS REQUIRED)
SE will perform a site visit to gain a deeper understanding of the project and evaluate
existing site conditions and infrastructure.
Site visit will include:

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• Project Manager
• Project Engineer
• Piping Lead
• Lead Electrical Engineer Commented [E46]: These Site Visit attendees must match the
proposed team as submitted in the proposal. Refer to the travel
3.3 PROJECT REPORTING section in the estimate.
SE believes in frequent and open reporting of project activities to provide the status of the
work to all parties.
There will be weekly coordination meetings with the project team to review the project
status, information needs, problem areas, and forecasted activities for the next week. There
will also be a monthly SE project review meeting. Commented [E47]: After the initial issue of the PPM for any
subsequent issues, all revisions will be identified with a revision
triangle with the corresponding revision letter. The revised
SE will provide a formal progress report to the Client’s Project Manager monthly. information will be hi-lighted. If information is deleted, it will be
stricken through.
All Correspondence between Samuel Engineering and the Client will be through CLIENT’S
PROJECT MANAGER, NAME.
Progress Reports will include the following:
• Overview of work performed during the reporting period

• Work planned for the next reporting period
• Progress, productivity and schedule performance
• Cost summary to include planned and actual man-hours as well as budget and forecast
cost data
• Issues, constraints and recovery plan where applicable.
Monthly report shall be concise/short but informative.
3.4 PREPARATION OF PROJECT PROCEDURES

(EDIT AS REQUIRED)
SE’s Project Manager will prepare a Project Procedures Manual, which will contain
information critical to project management and control. The manual will include, at a
minimum, the following:
• Project Background
• Project description
• Project Map
• Project Contact Information
• Travel Policy
• Scope of Work

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• Scope of Services
• Assumptions, Clarifications and Exclusions
• Execution Plan
• Internal Kick-Off Meeting
• Site Visit
• Project Reporting
• Preparation of Project Procedures
• Project Roles
• Project Document List
• Drawing Formats
• Communications
• Project Design Criteria
• Design Requirements
• Engineering Procedures
• Engineering Control
• Reports
• Organizational Charts
• Schedule
• Manhour Budget
• Appendices
The document will be dynamic and can be modified as required.
3.5 PROJECT ROLES

3.5.1 Project Management
(EDIT AS REQUIRED)
Name will serve as the Project Manager, and is directly responsible to the Client for all
aspects of the work. He/she is SE’s primary contact for the project. Name will plan, direct,
coordinate, and control every phase of project execution.
Name will serve as the Project Sponsor, and will communicate with the Client and the SE
team as required to independently ensure that the Project proceeds successfully.
Name will serve as the Engineering Manager, and will ensure the quality of the engineering
effort.

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Name will serve as Project Coordinator/Engineer, and is responsible for the directions of all
project engineering matters related and is the key contact in the absence of the Project
Manager.
Name will serve as the Construction Manager, and is responsible for the directions of all
project construction management in the field.
The project management team will insure a highest level of quality and accuracy for all
project deliverables. Below are all key areas of project development and completion
described:
• Project management
• Engineering management
• Procurement
• Logistics and transportation
• Construction
• Start-up and commissioning
• Quality assurance
• Health and safety
• Communications
• Project controls
• Project schedule
• Project closeout
The management team will provide critical project execution guidance and oversight to
ensure timely project completion. Key activities include:
• Organize and conduct a comprehensive project kickoff meeting

• Ensure that project operating procedures reflect the requirements of the quality
management system and are adequate and up to date
• Manage engineering, procurement, and construction in accordance with approved
budgets and schedules
• Ensure timely processing of budget and schedule change requests and revisions to
approved budgets
• Ensure that engineering deliverables (e.g., drawings, specifications, requisitions, etc.)
comply with applicable government regulations and sound engineering practices.
Coordinate with the discipline chief engineers to conduct peer reviews of deliverables as
required
• Ensure that required reviews and approvals are provided and documented
• Analyze financial and execution risks to project performance

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• Conduct risk review meetings with key project and management personnel, and develop
and implement action items
• Oversee the development of an integrated activity schedule that will plan and prioritize
all the major activities
• Establish an execution technology implementation plan with regard to automation
tools, software, work processes, procedures, and design execution centers
• Ensure the project is appropriately staffed with competent personnel
• Ensure the Client’s Project Manager has the most current information regarding design
schedule and budget.
3.5.2 Process
(EDIT AS REQUIRED OR REPLACE WITH N/A)
The process engineer is responsible for preparing the mass balance and process philosophy
as required to determine retention times and initial equipment sizes. The engineer will
review test work and provide any recommendations for guidelines as to equipment
selection or additional testing or studies that may be deemed necessary. The engineer will
develop to project flow sheet design. All PHA and PSM meetings will be attended by the
process engineer.
Deliverables will include:
• Process simulation and PFDs

• Heat and material balance for heat medium oil system
• Participation in design reviews and PHAs
• Blow down system calculations
• Relief valve calculations
• Control valve sizing calculations
3.5.3 Plant Layout
(EDIT AS REQUIRED)
Plant Layout will commence upon the availability of process and equipment information.
The facilities will be modeled in 3D and the general arrangements will be generated and
updated on an as required basis. The models will be maintained and updated constantly
throughout the project. Models will form the basis for design and plant layout. SE will
design for the structural support requirements for vendor supplied package systems. All
equipment will be designated with SE’s standard equipment numbers and shown on the
flow-sheets, equipment list and design drawings. The layout group is responsible for all
General Arrangement drawings, plans & sections, conveyor profiles, and Mechanical
drawings.
General Arrangement drawings will be updated at the onset of detailed engineering to

reflect selected equipment and to provide equipment layout, floor elevations, access, and

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material transfer work points. The drawings will be used to maintain dimensional control
for all design disciplines.
3.5.4 Architectural
(INSERT INFORMATION OR SHOW N/A)
3.5.5 Civil
(EDIT AS REQUIRED)
The extent of SE’s civil effort will include creation of the earthwork design for the plant
areas, required roads and benches. During the preliminary design phase, the civil engineer
will evaluate cut and fill quantities and take-offs suitable for supporting plant site selection.
During the detailed design phase, civil engineering will develop construction specifications
and necessary drawings suitable for construction.
3.5.6 Concrete & Foundations
(EDIT AS REQUIRED)
The structural engineer will be responsible for delivering construction specifications,
material specifications, and drawings suitable for construction.
Based on General Arrangements and vendor information, SE will prepare drawings showing
the layout, elevations and information necessary to define the size and details of the
concrete elements.
Structural concrete, complete with reinforcing steel requirements, list of embeds, and
anchor bolt requirements.
Attachment and anchorage for major equipment to concrete and masonry.
Design of foundations to accommodate loadings and soil characteristics developed from a

geotechnical subsurface investigation.
Concrete quantities will be estimated.
SE will review and approve contractors rebar drawings.
3.5.7 Structural Steel
(EDIT AS REQUIRED)
The structural engineer is responsible for delivering construction specifications, material
specifications, and drawings suitable for construction.
Based on General Arrangements and vendor information, SE will prepare drawings showing
the layout, elevations and information necessary to define the size and details of the
structural elements.
SE will review and approve contractor’s rebar and structural steel fabrication drawings.

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3.5.8 Building Services
(EDIT AS REQUIRED)
Ventilation, heating and freeze protection design for all buildings will be specified and
incorporated into pre-engineered building specifications.
3.5.9 Mechanical
(EDIT AS REQUIRED)
Mechanical engineering is responsible for providing input for P&ID development, creating
and maintaining an equipment list and evaluating mechanical equipment requirements to
ensure proper equipment selection. Mechanical specifications will be created for all
mechanical equipment. The engineer is responsible for producing necessary construction
specifications. The mechanical engineer is responsible for equipment and pipeline sizing,
HVAC design, and fire protection that is considered necessary.
Mechanical engineers will be responsible for sourcing and bidding and final review of bids
for all mechanical equipment.
• P&IDs
• Issue for approval drawings
• Issue for bid drawings as required
• Issue for construction drawings
• Line sizing calculations
• Pipe Stress Analysis
• Mechanical Equipment list
• Equipment data sheets and specifications
• Suggested equipment suppliers list for Client review and approval
• Equipment sizing, RFQs and filled out PO forms, material & document tracking
• Perform layout and design of equipment, piping, controls, buildings and other site
facilities
• Issue engineered equipment and building specs and data sheets, RFQs, perform
technical bid evaluations, and create Client POs
• Vessel outline drawings (data sheets)
Supporting tasks include development of requisition packages for process equipment bid
solicitation, technical evaluations, making recommendations for purchase, and provide post-
award vendor drawing and data reviews to support process equipment fabrication.

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3.5.10 Piping
(EDIT AS REQUIRED)
The piping designer is responsible for drafting and creating P&IDs. The designer is
responsible for plant layout drawings generating review of Clients construction
specifications and material specifications for valves and piping. Bulk piping quantity MTO’s
will be produced. The designer is also responsible for developing tank data sheets, all piping
drawings (including orthographics), and pipe spools.
• Plot plan and equipment layout drawings

• Piping plan drawings and sections (as requires) showing all piping >1 ½”
• Electronic copy of piping model for use by the field construction managers
• Piping isos for all butt weld piping
• Valve MTO
• Pipe and fittings MTO sorted by iso
• Piping specialty MTO
Supporting tasks include piping modeling, P&ID support, heat trace identification, and
project meetings.
3.5.11 Instrumentation/Automation
(EDIT AS REQUIRED)
The engineer will support P&ID development and evaluate instrumentation requirements.
The instrument group will prepare instrument data sheets and the instrument index.
• Control system architecture block diagram, spec, quote and filled out PO forms
• Filled out instrument data sheets on Hunter Ridge data sheet templates, quotes, and
filled out PO forms for tagged instruments, control valves, and relief valve
• Control philosophy narratives and coordination with control system programming
contractor
• Instrument installation details
• Instrument loop drawings
• Safety system plot plan - ESD pushbuttons, fire detection, gas detection, strobes,
beacons, etc.
• Perform control system design including I/O lists, Cause and Effect Diagram and
Instrument Index
• Control panel layout drawings and wiring diagrams

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• I&C Cable Schedule (will be coordinated with Electrical Engineer)

• Underground Instrument Conduit Plan drawings
3.5.12 Electrical
(EDIT AS REQUIRED)
Electrical engineering will perform calculations for such items as a load and power factor
study, a fault analysis and protective relay coordination, voltage regulation, motor starting
voltage dip, lighting, grounding, and power distribution design.
• Perform all electrical engineering calculations, design and construction documents for a
completed and operational facility.
• Full system model and studies including load flow, coordination, short circuit, motor
starting transient analysis and arc flash evaluation.
• Provide electrical input (cable tray and major electrical equipment) into the 3D model.
• Develop design and construction documents for the full scope of the 138kV-13.2kV
substation.
• Specify engineered electrical equipment including 138kV switches/breakers, switchgear
(MV & LV), MCCs (LV & MV), UPS, transformers (MV & LV secondary), motors, MV VFDs,
etc. to be purchased by Client. Provide datasheets and documentation requirements to
Client. Specification should be based off Company’s Specifications & Recommended
Practices (SARP) when available. Project specific specification will be provided when a
SARP is not available.
• Assist Client as needed with building permits
• Generate commodity material take-off (MTO) for cable, tray, and any other long lead
equipment required.
• Provide vendor inspection trips as necessary for electrical equipment (local vendors
assumed).
• Provide an integrated test plan (ITP) for the field acceptance testing for major electrical
equipment, relays and cable systems. Field acceptance testing should be based of NETA
FAT requirements or similar methods preferred by Electrical Engineer and approved by
Company. The ITP shall be able to submit to 3rd party testing companies to execute
during the testing, commissioning and startup phase of the project.
(EDIT AS REQUIRED)
Project cost control covers all costs incurred on the Engineering design portion of the
project and the forecasting of trends and/or deviations from the original budgets. This
control is achieved by monitoring the costs and commitments against the project budget
and reporting on trends as they develop. Cost performance will be monitored, analyzed and
reported to the client on a periodic basis, thru the project manager.

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Project Controls and Engineering will assess and validate physical progress against
deliverables in the ‘Engineering Status Report’ and report earned hours, productivity and
Estimate to Complete (ETC) hours on a bi-weekly basis.
SE will develop and maintain a comprehensive project cost reporting system. The cost
reporting system will include a breakdown of the following cost elements.
• Original Contract Budget

• Budget Amendments (Approved Change Orders)
• Current Approved Budget
• Actual Expenditures
• Committed Costs
• Estimate to Complete (ETC)
• Estimate at Completion (EAC)
• Variance (Forecast to Budget)
Planning and Scheduling Commented [E48]: Match commitment made in the Proposal,
MSA & Contract.
An engineering and design schedule will be prepared and monitored weekly and issued
monthly or as required by the Project Controls Manager and the Project Manager. The
schedule will show major activities and milestones.
It is important to undertake engineering activities in a timely manner and in the sequence

outlined to ensure maximum engineering efficiency and effective engineering personnel
utilization. Every effort will be made to ensure that engineering expenditures are made only
where concepts have been established and where sufficient engineering data is available to
support quality engineering work.
Change Management
A change control process will be implemented to ensure timely identification of scope

changes. Change control occurs through the management of cost and schedule deviations.
A deviation is any condition, which may result in a variance from the current approved
budget or schedule. The entire project team is charged with the responsibility of identifying
deviations from the control baseline estimate whether hours, dollars, scope, quantities or
schedule through written communication. Emphasis on early identification, quantification
and reporting of deviations and/or variances is a priority by the project team. See Appendix
B for the Project Change Procedure Flow Diagram.
3.5.14 Procurement
(EDIT AS REQUIRED)
SE will provide procurement services for the project for major mechanical and electrical
equipment.

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• Issue manufacturer/bidder’s list for equipment and material requirements not

purchased by the Owner and within the contractual scope of work. Bidders list will be
submitted to Client
• Select manufacturers capable of meeting project schedule requirements with
considerations to Client approved bidders.
• Issue inquiries as appropriate.
• Negotiate lowest total evaluated and achievable cost consistent with project
requirements and sound business practices.
• Place purchase orders and P.O. revisions/change orders as necessary and required as
detailed in the Purchase Order Authorization Form.
• P.O. administration and coordination with manufacturers/suppliers.
• Select a third party inspection firm (Costs not included).
• Manage expediting and inspection of SE purchased equipment and materials, and
defined deliverables including supplier documents.
• Provide quality assurance/quality control services including witnessing inspection and
testing for compliance to specifications.
• Arrange shipping, freight and insurance requirements as required.
(See Project Procurement Plan (PX-111), Appendix G) Commented [E49]: On some Projects, the procurement may be
complex enough to require a separate detailed comprehensive
Procurement Plan. If it is determined that one is required,
3.5.15 Construction Management reference the document and appendix numbers.
(EDIT AS REQUIRED / show as “N/A” if not in Scope) In the development of a Project Procurement Plan document (PX-
111), refer to procedure #5003 Purchasing Plan.
SE will award the construction of the project to a “General Contractor” as a single contract
from the earthwork to mechanical completion.
The management team will manage the site activities of onsite general contractor and
specialty construction contractors. The General Contractor is responsible to supply all bulk
materials and install all owner-supplied (SE managed) equipment. The contractor is also
responsible for providing turn-key fabrication and erection of the filter building.
Specific timing for all engineering work packages and construction RFP packages will be
included in the project master schedule.
Site activities will include:
• Establishment of temporary security facilities;

• Establishment of communications systems;
• Establishment of site safety procedures;
• Mobilization and establishment of warehousing and temporary construction facilities;
• Construction of the administration building and permanent ancillary facilities that may
be used during construction and startup;

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• Daily construction supervision for all disciplines;

• Monitor contractor manpower, equipment use, and review contractor invoicing;
• Inspect all installations and provide records and turnover documents;
• Manage vendor representatives;
• Monitor equipment and materials activities;
• Document Control activities.
The Construction Management Team consists of senior construction professionals from SE’s
home office in Denver and will be supported with local and regional construction
professionals. The division of construction and field engineering staff will be tailored
accordingly to the project requirements. Field engineering support is provided from SE’s
home office by the individuals involved in the design effort.
(See Construction Plan (C-114), Appendix H) Commented [E50]: On some Projects, the construction may be
Construction Plan. If it is determined that one is required,
3.5.16 Startup and Commissioning reference the document and appendix numbers.
(EDIT AS REQUIRED / show as “N/A” if not in Scope)

Plant startup will be initiated with the preparation of an overall plan for acceptance testing,
safety, lock-out tag-out, compilation of instruction manuals, and supply of reagents, spare
parts, and supplies. Process control system checkout will also be included.
SE will manage all equipment acceptance and start-up activities and provide signed records
upon completion. Client’s operators will participate in commissioning activities as the SE
Start-up Team will provide the training of the operators during this phase. Training of
operational personnel will include onsite instruction, training at similar existing facilities,
and in-plant training when the facilities are completed. Maintenance personnel will obtain
similar training and will participate in the commissioning of the plant.
(See Startup Commissioning Plan (C-115), Appendix I) Commented [E51]: On some Projects, the startup may be
Startup Plan. If it is determined that one is required, reference the
document and appendix numbers.

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DOCUMENTS AND DELIVERABLES

Commented [E52]: This section will specify to which
4.0 documents and deliverables and the person or team responsible for
the development and maintenance of each document that is
required for the project.
CAUTION
At the stage of the project when this PPM is developed, all drawings
and specs may not yet be determined. That level of detail will be
shown on separate lists which will be developed as the project
progresses. EXAMPLE: Drawing list, Specification list, Iso list, etc.

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(REVISE AS REQUIRED)
All documents will be identified with a unique document number. The development and
maintenance of each document will be the responsibility of a single team member. The
document assignments are shown on the Project Documents List PM-101 (see Appendix L)
by a number listed under “responsible position.” The responsible position number
corresponds to a specific team member who is identified on the Project Organization Chart
(Section 11.0).
Master cover sheets have been created for the project. All documents identified as a
deliverable will require a cover sheet to track document status. (Exception: Drawings
contain this information in the title block.) For project document quality and consistency, all
documents will follow the Standard Cover Sheets (see Appendix J and K).
4.1 PROJECT DOCUMENT LIST (PM-101)

The Project Document List (PM-101) (see Appendix L) is a listing of all Samuel Engineering
project related documents that are used in project execution. PM-101 identifies which
documents will be issued to the client and which are SE internal documents. Many of these
documents will list deliverables that will be developed as the project progresses. (Example:
Drawing List Status Report (E-DC-101), Specification List Status Report (E-DC-102))
4.2 DRAWING FORMATS

A drawing numbering system has been created for the project. Standard drawing title
blocks have been created for the project. The guidelines for drawing titles and numbering
will be followed by all disciplines with no deviations, unless approved by the project
manager. Standard Drawing Title Block and Drawing Numbering by plant area has been
established (Appendix M).

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COMMUNICATIONS
Commented [E53]: This section will address how
5.0 communication will be controlled and documented both internal
within SE and external to Client, Subconsultants and Vendors. Be
sure all correspondence complies to SE standards.

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5.1 GENERAL
(EDIT AS REQUIRED)
The correct forms and format for all correspondence to be used is in accordance with the
guidelines found in Appendix N through S).
All correspondence to the Client will be addressed to the Client’s Project Manager and
signed/approved by SE’s Project Manager, SE Project Coordinator/Engineer or Construction
Manager.
5.2 CORRESPONDENCE
(EDIT AS REQUIRED)
5.2.1 Letters
Letters should be limited to one subject wherever possible. The subject and project number
will be given in the reference line at the heading of the letter. Letters to the Client will be
reviewed by SE’s Project Manager or Project Engineer.
5.2.2 Faxes Commented [E54]: NOTE: The use of fax machines is nearly
obsolete. When SE retires our fax machine, 5.2.2 will be revised.
Faxes to the Client will be reviewed by SE’s Project Manager or Project Engineer before issue
(Appendix N). Commented [E55]: NOTE: If it is determined that a series
number (i.e. 5.2.3) will be “N/A,” be sure to remove the related
appendix.
5.2.3 Telephone Conversations
Telephone Conversations relevant to the project will be recorded by Samuel Engineering

and circulated see (Appendix O).
5.2.4 Meeting Agenda’s and Minutes of Meetings
Meeting Agenda’s and Minutes of Meetings will be created for all meetings pertaining to the
project, will be compiled and circulated to attendees of the meeting. Content of the
Minutes should be brief but shall contain all important facts, decisions, agreements, design
details and most importantly, action items including responsible persons for the action
items. All Meeting Agendas and Meeting Meetings will be reviewed by Project Manager or
the Project Engineer before issue (see Appendix P and Q).
5.2.5 Transmittals
Transmittals will be used to record each transmission of drawings, bills of material, contract
documents and any document/item sent out of SE’s office (Appendix R). A project
transmittal log will be maintained for each project by document control.

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5.2.6 E-mail
The purpose of the e-mail filing procedure is to ensure that all project personnel are aware
of where and how e-mails are to be stored. Further, it is to create a simple and consistent
policy for naming e-mails for ease of reference at a later date.
• Newforma
ALL e-mail for the Project will be filed in Newforma which will then automatically file it
in the project e-mails. Newforma is accessible to all SE Team members.
The Newforma system will prevent duplicate e-mail and will make it easier to find an e-
mail when needed for reference. The additional safe-guard is that the emails will be
backed up on the server so that the information will not be accidentally lost.
The only emails that should be copied to the project folder are emails that impact the
project, contain important information, or are necessary for email trail.
• Accessibility
The project e-mails will be accessible to all personnel in the Newforma system, except
those for restricted PM and procurement sections. All project related e-mails will be
filed by the system and can be located by various sorting and searching techniques.
• Link
To create a link in the e-mail: Right click in the e-mail or choose the ‘Insert’ tab, then
‘hyperlink’ and choose the path where the file is located. Press enter and the link will
appear in the e-mail message. If you go back to use the link in an older e-mail and the
link does not take you to the document, check in the ‘linked folder name’ for an archive
directory.
NOTE: The e-mail must be in HTML format to create a ‘link’ in the message. When
selecting the hyperlink command on the insert menu, a pop-up will ask if you want to
switch the e-mail to HTML format (click ‘switch to HTML’). Also, the ‘link’ has to be
inserted into the body of the e-mail. ‘TO’ Address Procedure
• Identifier in the Email Subject Line
Subject line is to contain the project code and a short description of the e-mail content
separated with a “-”. This description is very important for future investigation.
Example: 14071-01 - Drawings for Truck Shop Plans & Profile
• Scanned Images (PDF Files)
When scanning or .PDF’ing a file, it MUST be renamed with a logical name and the
project number.
Example:1100-CE-001 Rev B
DO NOT save a scanned or PDF’ed document with the long automatic file name from the
scanner.

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5.3 DISTRIBUTION OF CORRESPONDENCE

(EDIT AS REQUIRED)
• Distribution of correspondence will be in accordance the “cc” at the bottom of the
document, as determined by the Project Manager or Project Engineer.
• Internal distribution will be by e-mail/attachments whenever possible.
• When copying is necessary, the original document will be filed and a copy circulated
with a routing slip. This information should be read quickly and sent to the next person.
The Project Administrator is the last entry on the routing slip.
• If the information is of a nature that it needs to be utilized immediately or used for
extended reference, it should be copied to the appropriate individuals.
• The Document Distribution Matrix will show the distribution requirements for general
project documents (see Appendix U).
5.4 PROJECT FILING

(EDIT AS REQUIRED)
• All project related documents will be forwarded to the Project Administrator for filing in
chronological order with the most recent date at the top of the file.
• All incoming original documents, as well as documents generated internally shall be filed in the
project file, and not be kept in personal files.
• Originals of file documents shall not be used as working copies.
• All project drawings, specifications and vendor related documents will be controlled and
filed by the Document Control Manager.

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PROJECT DESIGN CRITERIA

Commented [E56]: The Project Design Criteria section will
6.0 contain all of the available data to meet the project goals.
Discipline leads must participate in preparation of their sections of
the design criteria. The client must be consulted as well. The
information in this section will be referenced throughout the
project duration. Larger projects will require the development of
complete Design Basis documents which will be attached to the
PPM in Appendix form. For small to mid-size projects, a design
brief will be inserted in this Section 6.0.

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6.1 SITE CONDITIONS

(PROVIDE DATA)
Elevation (MASL)
Plant elevation, nominal, m
Crushing plant elevation, m
Ambient Temperatures
Average annual maximum, °C
Average annual minimum, °C
Mean barometric pressure, plant, kPa
Design Loads
Precipitation
Average rainfall, mm/yr
Snow load, kPa
Wind
IBC basic wind speed, km/h
IBC exposure
Wind importance factor
Seismic classification (IBC 2006/2009)

Site soil class, cut areas
Site soil class, fill areas
Spectral response factor, SS
Spectral response factor, S1
Seismic importance factor (I)

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6.2 CLIENT PROJECT DESIGN BASIS

(INSERT CLIENT PROVIDED DATA OR NOTE “NONE PROVIDED”)
6.3 PROCESS DESIGN CRITERIA

(INSERT DATA)
6.4 DESIGN BASIS

Each engineering discipline lead will develop a design brief document for the project. The
purpose of this basis is to define an execution strategy for each discipline. The design basis
will establish CAD requirements, client preferences, scope definition and clarifications, site
and climate considerations, drawings presentation, level of detail, and any other project
specific data. This document will be an internal document and will be used to define the
approach to the project by the individual disciplines procedures.
6.4.1 Architectural
(INSERT DATA NOTE “NOT REQUIRED”) Commented [E57]: For a small to mid-size project the design
brief should be inserted into each discipline sub section in the form
of paragraphs and bullet items. For a mid-size to large project, a
6.4.2 Automation / Instrumentation full design basis document should be created and inserted into the
PPM.
(INSERT DATA OR NOTE “NOT REQUIRED”)
6.4.3 Civil
6.4.4 Electrical
6.4.5 Instrumentation
6.4.6 Mechanical
6.4.7 Piping

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(EXAMPLE FOR SMALLER PROJECT – DELETE & REPLACE)

GENERAL
Piping sizes will be expressed by nominal pipe diameter in inches. Measurements including
lengths and elevations will be given in feet and inches. Flows will be expressed in gallons
per minute (gpm). Pressure will be expressed in pounds per square inch (psi).
Temperatures will be expressed in degrees Fahrenheit (°F). Volumes will be expressed in
United States gallons. Weights will be expressed in pounds. Commented [E58]: Example of a design brief that can be used
in place of a full design basis document.
DOCUMENTS
To be produced by Samuel Engineering (SE) as part of the piping services package to include:
Drawings (per Drawing Status Report):
• Process and instrumentation diagrams (P&ID)

• Piping plans, sections and details
• Piping standards
• Piping support standards
• Piping detail standards
• Tank data sheets (if required)
• Process and instrumentation diagrams and piping drawings will be produced using
AutoCAD with CadWorx, third party software. All drawings will be created according to
SE CAD standards.
• Piping plans and sections will be drawn at 3/8-inch = 1 foot – 0 –inches scale factor.
• Piping size 2-inches and larger and all piping within pipe racks will be fully dimensioned.
Pipes sized 1-1/2-inches and smaller outside of the pipe racks will be shown on drawings
but not dimensioned.
• Isometrics/Spools will be produced for all rubber lined pipe (RB62/RB68).
• Pipe supports will be shown on drawings for all piping 2-inches and larger. Support
points will be shown with reference to a specific detail on the pipe support standard
drawings. For piping 2-inches and smaller, the field will determine the supports
required using the pipe support standards. Any piping not covered under the support
standards, i.e., large bore pipes or pipes in pipe racks, will reference a structural drawing
for support details. All insulated pipes 2-inches and larger will be installed using 4-inch
tall shoes and pipes 1-1/2-inches and smaller will use an insulation protection shield at
all support points.
Specifications:
• Piping Materials, Specification no. 15200

• Pipes and piping components will be classified in accordance with their basic materials
of construction, pressure rating and specific class limitations.

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• Pipe Fabrication Specification 15201

• Manual Valve, Specification No. 15110
• Manual valves will be classified in accordance with their styles, materials of construction
and their temperature and pressure limitations. Automated valves and piping related or
wetted instruments will be indexed on an instrument index, Drawing No. 110-18-550.
• Insulation of Piping, Specification No. 15086
• Pipe insulation will be classified by function insulation type, cladding type and thickness.
Insulation codes will be added to the line number of all pipes requiring insulation.
Insulation codes will be added to the line number of all pipes requiring insulation. This
code will be included on all pipe drawings and P&IDs.
• Piping Installation, Specification No. 15260
• Pipe Testing – Mechanical, Specification No. 15990
• Pipe Cleaning – Mechanical, Specification 15991
• Piping Valve List - Document E-PP-103
Lists:
• Piping Line List – Document E-PP-102

• A piping line list will be produced which will list all piping classified by pipe size, service,
material specification, a sequential line number grouped by service, an insulation code
(if required), the origination and destination point of each line and the P&ID number on
which the line originates and the test code.
• Piping Specialty Items List – Document E-PP-104
• Piping items not specified in the piping materials or manual valve specification or the
instrument data sheets will be assigned a specialty item number (SP-001) and specified
on the Piping Specialty Items List.
• Piping Tie-In List – Document E-PP-105
• A tie-in list will be generated which will define extents of work between Client and SE.
Tie-in list will reference location on P&ID’s and piping drawings.
6.4.8 Plant Layout
EXAMPLE FOR SMALLER PROJECT – DELETE & REPLACE
GENERAL
This document will define the minimum requirements to establish the process flow and the
general arrangement and layout of buildings and equipment. The process flow including
wet and dry materials will be recorded on process flowsheets. Flows will be defined and
balanced. All equipment will be identified. Arrangement drawings of buildings and
equipment will be created. The documents described above will be produced in enough

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detail to clearly define the scope of the project. These documents will be submitted to the
Client for review and approval. Approved drawings will be used as the basis for detailed
engineering design.
All measurements including, lengths and elevations, will be given in feet (ft) and inches (in.);
weights will be expressed in pounds (lb). Flows will be expressed in gallons per minute
(gpm). Pressure will be expressed in pounds per square inch (psi). Temperatures will be
expressed in degrees Fahrenheit (°F). Volumes will be expressed in United States gallons
(gal).
DOCUMENTS:
The general layout design will be based upon a definitive set of drawings and documents
that will contain information necessary to provide a basis for the detailed design of the
equipment and related facilities. Each design drawing will be done on CAD and will contain
information and detail only to the extent as described in subsequent paragraphs of this
document. All drawings shall conform to current office CAD standards.
Documents to be produced by Samuel Engineering as part of the General Layout package

are listed on the drawing and specification status report and include:
• Process flowsheets (PFDs)

• General Arrangements
• Conveyor Profiles
General Layout Plans and Sections:
General Layout drawings will be produced in MicroStation. Drawings will be in the form of
plans or sections and are intended to be a coordinating tool for all other engineering
disciplines. General Layouts are conceptual and should not be used by contractors for
construction except as a coordinating tool with other discipline detailed design drawings. All
other disciplines should follow the design set forth by the general layouts as close as
possible to prevent unnecessary revisions of previously completed layouts.
General Layout drawings will be produced for the following areas only:
• Overall surface site plan

• Underground surge bin
• Underground process gallery
• Associated conveyors to interface with the skip loading pocket
• Production and service shaft headframes and hoist houses
• Mine dry building
• Above ground stockpile and reclaim dust collection and conveyor profiles
• Additive treatment building

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• Fuel storage
Process Flow Diagrams:
Process Flow Diagrams shall contain a graphic representation of material flow from the
Owner’s underground conveyor feed the first stage crushing to surface load out facilities.
Included will be additive treatment and mine dewatering flowsheets. There will be no
flowsheet covering mine utilities. All flowsheets will be complete with equipment names,
numbers, and mass flow balance chart. Graphic symbols will be per Samuel Engineering’s
“Metflow” cell library. The mass flow balance will be calculated and then inserted into the
respective flow diagrams. All other pertinent equipment information shall be contained in
the project Equipment List.
Conveyor Profiles:
Conveyor profiles will be provided with only critical detail being noted.
Workpoint elevations of head and tail end of conveyor will be noted at intersections of belt
line and centerlines of feed and discharge chutes. Workpoints on head and tail pulleys will
be calculated by supplier due to unknowns such as final pulley diameters, belt speed and
material trajectories. Conveyor angles will be noted for reference only.
Support bent locations will be determined by conveyor supplier. All possible interferences
with bent locations such as road crossings, structures, conveyors and other equipment will
be noted on profile drawings.
Tentative locations for take-ups will be shown on profiles with final location being
determined by conveyor supplier with Engineer’s approval.
All points of curve (PC), intersection (PI), tangent (PT) and belt curve radius shall be
tentatively noted when concave or convex curves are required. Final points shall be
determined by conveyor supplier.
6.4.9 Process
6.4.10 Structural Concrete and Steel

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DESIGN REQUIREMENTS
Commented [E59]: In the Design Requirements Section, list all
7.0 related non SE codes standards and procedures.

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7.1 APPLICABLE CODES AND STANDARDS

(EDIT AS REQUIRED)
ACI American Concrete Institute

AGMA American Gear Manufacturers Association
AISC American Institute of Steel Construction
ANSI American National Standards Institute
ASHRAE American Society of Heating, Refrigeration and Air Conditioning Engineers
ASME American Society of Mechanical Engineers
ASTM American Society for Testing and Materials
AWS American Welding Society
IBC International Building Code 2006 (Building, Fire and Mechanical)
(Precedence over NFPA)
IEEE Institute of Electrical and Electronic Engineers
ISA International Society of Automation
MSHA Mine Safety and Health Administration
NEC National Electrical Code
NEMA National Electrical Manufacturers Association
OSHA Occupational Safety and Health Administration
SMACNA Sheet Metal and Air Conditioning Contractor’s National Association
UL Underwriters Laboratory
DOT Department of Transportation
7.2 CLIENT STANDARDS AND PROCEDURES

(INSERT DATA) Commented [E60]: Insert data or refer to where this data is
stored or can be obtained.
7.3 LOCAL GOVERNMENT REQUIREMENTS

(INSERT DATA)
7.4 LOCAL UTILITIES REQUIREMENTS

(INSERT DATA)
7.5 ENVIRONMENTAL REQUIREMENTS

(INSERT DATA)

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ENGINEERING PROCEDURES
Commented [E61]: The Engineering Procedures Section is SE’s
8.0 standards for executing the work consistent with our proven
methods.

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8.1 DESIGN CALCULATIONS

(EDIT AS REQUIRED)
Design calculations will be produced (in English) for all disciplines of engineering work.
Design calculations for all engineering disciplines will be prepared on a Design Calculation
Sheet or on application program generated sheets (from STAAD, ETAP, Probelt, METSIM,
etc.). In all cases, the calculations shall be presented in a clear, concise and legible manner
suitable for reproduction. Equations, data, variables and unit’s imperial or metric used
should be defined and sources given. Copies of calculations will be kept in a log by each
discipline engineer. Calculations shall be peer checked and initialed as such.
A master design calculation log will be kept for project. (PM-106)
Design units shall be imperial or metric. Process reporting units (flows, pressure,
temperature, etc.) shall be imperial or metric.
8.2 DRAWINGS
(EDIT AS REQUIRED)
Drawings will be issued with title blocks and notes in English. The title block used on the
project will be SE standards as shown in “Standard Drawing Title Block and Drawing
Numbering (see Appendix M).
The SE CAD Standards shall be followed throughout the development process of all
drawings. Intelligent models shall be created for generating equipment lists, line lists, valve
and instrument lists. (See section 8.10 for CAD requirements.)
Consistency in revision issues, names, line weight, drawing titling, numbering, drafting
standards and notes will be maintained between disciplines.
All drawings shall be started, reviewed, revised, approved and issued in accordance with the
Internal Drawing Revision and Issuing Procedure flowchart (see Appendix V).
Drawings will be dimensioned using the imperial or metric system. Document Control will
develop and maintain a drawing list (E-DC-101) showing the exact drawing title and the
current and past revision status of all drawings.
The project will issue only two sizes of drawings.
“B” size 11 inches by 17 inches
“D” size 24 inches by 36 inches
Each discipline may maintain a project stick file ensuring the latest issue of each drawing is
in the file. When a drawing is reissued, the drawing on the stick will be removed and placed
in the project drawing file folder.
Drawing originals will be stored on the SE network which is backed up daily and current
copies kept on the project stick file as working copies.

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Print sets of mark-ups, check prints, review copies and client comments will be kept folded
in files for each drawing number. Drawing files will be the responsibility of the document
control department.
Drawings released for solicitation of bids or proposals must be sufficiently complete so as to

provide the total scope of work to be bid. They will be released and noted “FOR BID ONLY”.
Every effort should be made to ensure drawings released for bid are complete for
construction and “holds” are not included. However, where additional work or vendor
information is required, all appropriate sections should be marked “HOLD”.
Vendor drawings and information reviewed must be signed by the lead discipline engineer
and the reviewing engineers on the circulating copy. The final signature must be that of the
Project Manager or Project Engineer. Document control will be responsible to notify
discipline leads and the Project Engineer upon completion.
Any drawings released “FOR APPROVAL” or “FOR CONSTRUCTION” shall be signed by all
responsible disciplines and approved by the Project Manager.
All drawings which are no longer current to the project shall be voided by Document Control
upon the direction of the originating Discipline Lead. A VOID stamp with the originating lead
discipline engineer’s initials and date shall be placed on the drawing original. One copy of all
voided drawings shall be kept by Document Control in the drawing history file until the end
of the project.
If a drawing to be voided has already been issued, the drawing must be revised to the next
appropriate letter or number and designated “Issued as Void”. The voided drawings shall
then be issued in the same manner as an Issued for Construction drawing.
Drawings will be issued in a current version of AutoCAD or Microstation. Issued for

Construction drawings will be issued in both AutoCAD or Microstation and PDF format.
8.3 DRAWING CHECKING PROCEDURES

(EDIT AS REQUIRED)
These procedures apply to Discipline and Interdisciplinary Checks (IDC). Only one Discipline
Check and one IDC are normally performed on a drawing unless the drawing has been
extensively changed or completely redesigned.
Each drawing should be reviewed as it becomes available. Drawings will first be reviewed by
the Designer and Discipline Lead prior to making the check print. Although sometimes the
Discipline Lead is also the Designer or the Designer is also the Draftsperson, the Checker
should always be someone other than the Designer of the drawing.
All corrections, modifications, and additions will be made on the check print in RED pencil.
Deleted items will be marked off in GREEN pencil. Information checked and corrected will
be marked off in YELLOW pencil. Comments and notes to the designer will be marked in
BLUE pencil. Initial and date all remarks made.

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Document Control will maintain a list of the drawings out for checking and will expedite
them for timely review. The drawing list may be used for this purpose. Marked up check
prints will be kept in a folder by the Designer or Lead Discipline Engineer for filing by
Document Control in the project drawing file.
The Checker should ensure:
• Conformity to latest project requirements and applicable codes and standards

• Dimensions and elevations are accurate to those given in the design sketch and on other
referenced drawings
• All plans and sections are labeled correctly and cross-labeling from the plan to the
sections is correct
• Words are not misspelled
• Interfaces with other disciplines do not conflict or interfere
• Clearances for personnel passage are adequate, walkways are clear and headroom is
adequate
• Moving devices (such as cranes) do not interfere and have clear travel (indicated on
drawing)
• The latest vendor information is incorporated
• Holds are clearly marked for areas where there is insufficient information such as
unavailability of certified vendor data or where unchecked data is used from another
section’s drawing
• Necessary reference documents and drawings are listed
• Errors where copying a CAD detail have not been introduced or details lost
• Check print has been proofread
• Information on drawings and data used in the drawing are the latest, correct
information on the project and are adequate
• MatchLines are shown correctly where needed
• Title block is consistent with standards established for the project, consistent with other
section’s drawings and with the drawing list
• Drawing titles match drawing list.
• Drawings for all other sections in the master stick set are updated or marked up to
reflect the project drawing being checked
• Background information for the drawing is correct and up-to-date
Discipline Check:
The Discipline Lead will order a print, stamped CHECK PRINT and dated. All pertinent data
used to generate the drawing is attached and a Checker is assigned by the lead discipline
engineer. Any drawings released prior to having a Discipline Check must be marked and

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stamped UNCHECKED on the original prior to reproduction except for drawings released as
PRELIMINARY or FOR INFORMATION which need not be Discipline Checked.
The checker will resolve inadequacies with the Designer or Discipline Lead. The Checker
should not redesign the drawing. If this is required, the Lead Discipline Engineer should be
advised.
The Checker will review the checked drawing with the Discipline Lead and the Designer will
make the necessary changes. Upon revision of the drawing, the Discipline Lead will
proofread the corrections with the mark-ups and sign the original on the first “checked”
line. The Project Engineer or Project Manager will then review the drawing and sign on the
second “checked” line. The drawing will then be issued.
Interdisciplinary Check:
Drawings will be Discipline Checked prior to an Interdisciplinary Check (IDC). The discipline
lead will order prints, with the date stamped on it. Initials of the individuals in each
discipline required to review will be added. A number placed beside the name will indicate
the sequence of circulation. Each drawing will be stamped. All drawings will be routed to
the Project Engineer.
Discipline leads will give top priority to checking IDC prints and should be reviewed within
the day received. A maximum of five working days will be allocated for IDCs. Prints will be
hand carried between individuals. In some cases documents will be placed in a common
area designated for the project where individuals may check the documents. Each Lead
Discipline Engineer will sign and date the print.
8.4 EQUIPMENT DATA SHEETS

(EDIT AS REQUIRED)
The project Discipline Lead shall submit all original equipment data sheets, which are not a
part of a specification, to Document Control as they are developed. The Discipline Lead shall
specify the applicable equipment performance specification number the data sheet pertains
to.
8.5 EQUIPMENT LIST AND NUMBERING

(EDIT AS REQUIRED)
A mechanical equipment list (E-ME-102) will be prepared and maintained by the Lead
Mechanical Engineer to identify all major process and ancillary equipment. The mechanical
equipment list (E-ME-102) will be generated using Excel or Plant Space Data Manager. An
electrical equipment list (E-EE-102), generated using Microsoft Excel, will be prepared and
maintained by the Lead Electrical Engineer.
Revisions to the equipment list will be made promptly and periodically whenever there are
additions, deletions or changes in description of equipment. All disciplines will review each
issue of the equipment list and mark appropriate corrections and updates. All disciplines

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will check and update their drawings and specifications to the revised information on each
issue of the equipment list.
Equipment will be numbered using SE’s standard numbering system, unless otherwise
required by the Client. Commented [E62]: CAUTION: Our Client may require use of
their own numbering systems. Edit this document accordingly.
8.6 PERFORMANCE SPECIFICATIONS

(EDIT AS REQUIRED)
All specifications will have an SE standard cover sheet (see Appendix J or K).
All specifications will be managed using SE’s Internal Specification Revision and Issuing
Procedure (see Appendix W).
Samuel Engineering will prepare performance specifications for the solicitation of price
quotations for equipment not purchased or provided by the Client. These specifications
should be complete enough to allow for their use as purchase specifications with minimal
change. The specification questionnaire will be complete in design detail (as quoted) unless
the design has not been finalized by the supplier or by SE. In this case, the supplier will
complete the questionnaire after purchase and supply it for final approval by SE.
Performance specifications will be developed using imperial or metric units for process
design data and imperial or metric units for all other design information.
Site criteria for all specifications will be according to the site data.
8.7 MATERIAL SPECIFICATIONS

(EDIT AS REQUIRED)
All specifications will have an SE Standard Cover Sheet (see Appendix J or K).
Material specifications will be handled in the same manner as Performance Specifications.
8.8 CONSTRUCTION SPECIFICATIONS

(EDIT AS REQUIRED)
All specifications will have an SE Standard Cover Sheet (see Appendix J or K).
Construction Specifications will be developed by each discipline lead as required. This

specification will be issued with the construction contractor bid packages and reissued IFC
after contractor selection.
8.9 QUALITY ASSURANCE

(EDIT AS REQUIRED)
Samuel Engineering’s Quality Assurance Manual has been developed to ensure that the
quality of SE’s engineering design services exceed or meet the clients’ expectations. The
basic responsibility for the quality shall belong with the individual or with the team assigned

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to the project. Employees at all tiers of SE’s organization are expected to achieve quality
assurance for all work.
Quality must be maintained at all times and on all tasks through SE’s quality assurance
program.
The implementation of quality assurance throughout the various functions of design,

procurement, construction, operation, commissioning and services at Samuel Engineering
must be considered the direct responsibility of the team performing the work and cannot be
considered the sole responsibility of any single quality assurance individual or group.
8.10 CAD REQUIREMENTS

(EDIT AS REQUIRED)
SE or Client standards shall be followed throughout the development process of all
drawings. Intelligent models shall be created for generating equipment, valve and
instrument lists.
Drawings will be created and dimensioned using the imperial or metric system.
CAD models are not to be issued or sent to Vendors, Subcontractors or the Client without
approval by the Project Manager.
Issued drawings will be in PDF format.
The most current version of Auto CAD or Microstation will be the CAD platform for the
project.
The file naming structure for the project will per SE or Client standards.
The plant coordinate will be Survey or Real World.

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PROJECT NAME
9.0 PROJECT CONTROLS

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SECTION 9.0
PROJECT NAME
9.1 CHANGE IN WORK SCOPE

(EDIT AS REQUIRED)
The project scope of work has been defined in Section 2 of this Project Procedure Manual.
Any deviations to the stated scope of work, either addition to work or elimination of work, is
to be considered a scope change.
All project team members are responsible for identifying and documenting scope changes.
When a change of scope has been identified, the Discipline Lead whose work has been
affected will initiate a Trend / Scope Change Record (PC-110-A). The completed Trend /
Scope Change record will then be submitted to the Project Engineer. The Project Engineer
will log the Trend / Scope Change Record using PC-110 and review. If it is determined by the
Project Engineer that the change affects the project cost, budget or schedule, the Project
Engineer will initiate a Project Scope Change Notice – Advance Authorization form PC-104-A
(see Appendix E).
SE will maintain a Contract Change Log on PC-104 (see Appendix F) and will initiate and
process all owner-directed and engineering change orders. Changes are to be executed in a
timely basis and not accumulated.
9.2 PROJECT CHANGE NOTICE

(EDIT AS REQUIRED)
Change orders will be used to maintain scope control. No work that is not defined in the
project scope of work will be executed on a submitted change until authorization to proceed
has been given in written form from the Client. (Refer to SE Procedure No. 3006 for
complete Project Change Management Procedures)
When the Project Engineer initiates a Project Change Notice, it will be submitted to the
Project Controls Lead. Project Controls will log it, cost it, and schedule it. The change notice
will then be forwarded to the Project Manager for approval and sent to the Client. Once
approved by the Client, it will be sent back to Project Controls to be logged, and have the
proper adjustments made to the budget and schedule. Project Controls will then send the
notice to the Project Engineer for execution. See Appendix B for the Project Change
Procedure Flow Diagram.
The change order will become a budget and/or schedule adjustment on the baseline and
work plans will be adjusted to reflect the revised scope. This will ensure that progress and
performance are monitored against an accurate baseline.
9.3 DRAWING CONTROLS

(EDIT AS REQUIRED)
Drawing (E-DC-101) and (E-DC-102) Specification Status Reports will be issued with the
Monthly Report to track the percent completion and total projected man-hours on all
drawings, specifications, and various project documents. This report will be updated by the
Lead Discipline Engineers, Project Manager and Project Controls.

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SECTION 9.0
PROJECT NAME
9.4 SAMUEL ENGINEERING TIMESHEET SYSTEM AND APPROVAL

(EDIT AS REQUIRED)
All Samuel Engineering personnel shall accurately account for their time spent working on
the project by identifying the Project Number, Discipline Code and the Activity Code as set-
up in the SE “Ajera” timesheet system. Each timesheet will be approved by the Discipline
Department Chief and reviewed by the Project Manager weekly.
9.5 REQUESTS FOR INFORMATION

(EDIT AS REQUIRED)
Requests for information may be submitted using SE’s RFI the standard Request for
Information (RFI) form (C-106-A) (see Appendix T). A Request of Information Log (C-106) is Commented [E63]: Determine which method will be used on
generated with RFI descriptions, recipients and RFI numbers. Responses will be forwarded the project and edit accordingly.
to the originator of the RFI and discussed in project meetings.
Refer to SE Procedure 6033 for complete guidelines on Requests for Information.

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PROJECT NAME
REPORTS
Commented [E64]: In the Reports Section all methods of
10.0 capturing project progress will be considered. Review each section
and ensure that it agrees with what was proposed in the proposal
and also agrees with the final contract or MSA.

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SECTION 10.0
PROJECT NAME
(EDIT AS REQUIRED)
SE believes in frequent and open reporting of project activities to provide the status of the
work to all parties.
The following reports (to Client) will be used to best monitor the project (all reports will
produced in English only):
Report Types Frequency Submittal

Weekly Report Once a Week Every Friday
Every Friday submittal of all
SE Internal/External Action Item disciplines to the PM
Every Monday
Register Every Monday submittal back to
all disciplines
Engineering Productivity (PRISM) Once a Week Individually + Weekly Report
Summary Cost Reporting (PRISM) Once a Week Weekly Report
Schedule Once a Week Individually + Weekly Report
The following report (internal) will be used to best monitor the project:
Report Types Frequency Submittal

Manhour Tracking Report Weekly Upon Request
10.1 MONTHLY REPORT

(EDIT AS REQUIRED)
Monthly reports will include the following:
• Summary
• Engineering Progress Report (PC-100)
• Procurement
• Cost Control Report (PC-103)
• Project Schedule (PC-101)
10.2 INTERNAL / EXTERNAL ACTION ITEM REGISTER

(EDIT AS REQUIRED)
The SE (Internal/External) Action Item Register (see Appendix S) is a document which
includes specific action items discussed during SE internal and external meetings or main
correspondence between disciplines and/or clients. The goal of this list is to minimize email
correspondence with tasks, deadlines and to keep all issues locally. The list keeps track of
each item until all parties agree to consider the task as “Done”. Each discipline will have to
provide an update to the Project Manager each Friday. Monday, an updated Action Item
Register will be re-issued to all disciplines.

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SECTION 10.0
PROJECT NAME
The Action Item Register will act as the meeting minutes for all weekly project meetings.
The Action Item Register will be maintained by the Project Engineer and/or the Project
Manager.
10.3 MEETING AGENDA’S AND MINUTES OF MEETINGS

(EDIT AS REQUIRED)
The SE Meeting Agenda (See Appendix P) will include a sequential order of items to be
discussed throughout a scheduled meeting. The Meeting Minutes (See Appendix Q) should
be brief but shall contain all important facts, decisions, agreements, design details and most
importantly, action items including responsible persons for the action items. All Minutes of
Meeting will be reviewed by SE’s Project Manager, Coordinator/ Engineer or Construction
Manager before issue.
10.4 PROJECT CONTROLS

(EDIT AS REQUIRED)
The SE Project Controls Department will work pro-actively with engineering personnel to
ensure timely and accurate cost, forecasting and schedule reporting. Reporting will be by
deliverables and identified tasks, and will be timely, so that problems can be identified in
time for corrective actions. No project overruns will be approved without submittal of a
scope change record.
10.5 ENGINEERING PRODUCTIVITY REPORTING

(EDIT AS REQUIRED)
The purpose of using an engineering productivity procedure for the engineering work is to
increase engineering productivity, to address and correct deficiencies in a timely manner,
and to provide accurate information about engineering progress, status and adequacy of
work force.
Project Controls and Engineering will assess and validate physical progress against
deliverables and report the following:
• Earned Hours
• Productivity Index
• Percent Complete
• Budget at Completion (BAC)
A visual graph displaying spending curves for budgeted, actuals and forecasted hours will be
maintained separately as an internal tool to easily detect deviations from the baseline, this
can be provided to the client upon request.

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PROJECT NAME
10.6 PRISM COST REPORTING

(EDIT AS REQUIRED)
SE will be managing the capital cost estimate expenditures through the PRISM Project
Management software. This software allows SE to manage each project expense by specific
account codes showing commitments against budgets, forecasting of expenditures and
tracking of all incurred project costs. Project controls will work closely with procurement to
manage the costs of each purchase order during the detailed engineering phase in order to
develop an accurate project spending trend.
SE will develop and maintain a comprehensive project cost reporting system (PC-103). The
cost reporting system will include a breakdown of the following cost elements.
• Incurred to Date
• Total Commitment
• Estimate at Completion (EAC)
• Baseline Budget
• Approved Budget
• Variance
10.7 SCHEDULE
(EDIT AS REQUIRED)
SE will develop a Critical Path Method (CPM), Integrated Project Schedule (IPS) for planning
the project. Critical and near-critical path activities will be monitored throughout the
project to avoid any delays in project completion.
For each task, scheduled starting and completion dates will be estimated and listed on the
schedule.
Time parameters will be established in all schedules to include information availability

dates, logic restraints and resource limitations.
Schedule updates will be included in the Monthly Project Report.
The IPS will include:
• Critical project milestones;
• Detail engineering activities;
• Procurement activities;

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SECTION 10.0
PROJECT NAME
• Detailed Construction activities;
• Start-up / Commissioning activities
This Project will be tracked using a Level X Schedule. Commented [E65]: To determine the Level of schedule, refer to
SE’s Scheduling Overview Procedure No.: 3210 and select the level.
Also be sure to check and see if a schedule level was stated in the
Development, progressing and maintenance of the IPS are the responsibility of the Project proposal document.
Scheduler with oversight by the Project Manager.
The Scheduler will monitor activities on the critical path, analyze the progress against the
target, identify significant changes in logic and will forecast activities for the coming month
in the monthly report.
Re-baselining of the IPS will not occur unless requested by the client as a result of an
approved change order that significantly impacts the schedule.

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PROJECT NAME
ORGANIZATIONAL CHARTS
Commented [E66]: The Organizational Chart Section will
11.0 identify Project Stake Holders and reporting structure.

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SECTION 11.0
PROJECT NAME
Reporting Structure for the project is shown on the project organizational chart. The chart
shows the names, titles, positions, and responsibility number for project team members. Commented [E67]: In most cases, a project organizational
chart was submitted with the proposal. Be sure that when you
develop the PPM charts that they meet the commitments made in
the Proposal and the IMSA or Contract.

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SECTION 11.0
PROJECT NAME
11.1 PROJECT ORGANIZATIONAL CHART
Insert Client Logo and

Project Organizational Chart (PM-107) Client Project Manager
Client Name
Project Name (TBD)
Engineering Procurement Project Manager
SE Project No. XXXXX-XX
Responsibility Number,
use this number on the
Project Document List
Boxes not relevant to Quality Assurance Team
Project to be Deleted 1
(TBD) (TBD)
Show all Consultants that Project Manager
report to SE i.e. Lab, Pipe
Stress, Geotec, etc. 6
(TBD)
(TBD)
Construction/Constructability
Project Assistant
Interface
3
(TBD)
(TBD) Project Engineer or Coordinator
Insert the Names and Titles of Insert the Names and Titles of
the Discipline Lead on top. the discipline support team.
Project Controls Document Control Procurement Mechanical Process Piping Automation/ Electrical Civil/Structural
Instrumentation
16 23 17 12 11 13 8 14 10
(TBD) (TBD) (TBD) (TBD) (TBD) (TBD) (TBD) (TBD) (TBD)
Project Controls Lead Doc. Control Procurement Lead Lead Mechanical Engineer Chief Process Engineer Chief Piping Designer Lead I&C Engineer Lead Electrical Engineer Lead Structural Engineer
Professional
(TBD) (TBD) (TBD) (TBD) (TBD) (TBD) (TBD) (TBD) (TBD)
* Indicates Department Head

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SECTION 11.0
PROJECT NAME
11.2 MANAGEMENT ORGANIZATIONAL CHART Commented [E68]: This Organization chart is to be issued when
the project has interfaces set up with multiple contractors,
consultants, or other project stakeholders that require participation
in the project and what that reporting structure is
Management Organizational Chart (PM-108)

Client Name
Project Name
Engineering, Procurement and Construction
Assistance
SE Project No. XXXXX-XX (TBD)
(TBD)
Group Lead
Project Manager
1
(TBD)
Project Manager
Document Control Procurement Automation/Instrum. Electrical

3
(TBD)
(TBD) (TBD) Project Engineer (TBD) (TBD)
Process Document Control Procurement Mechanical Project Controls Piping Automation/ Electrical Civil/Structural
Instrumentation
1 23 17 12 16 13 8 14 10
*(TBD), PE *(TBD) *(TBD) *(TBD), PE *(TBD), MBA *(TBD) *(TBD), PE *(TBD), PE (TBD), PE
Chief Process Lead Doc. Control Procurement Lead Lead Mechanical Director of Project Chief Piping Lead I&C Engineer Lead Electrical Lead Structural
Engineer Professional Engineer Controls Designer Engineer Engineer
(TBD) (TBD) (TBD) (TBD) (TBD) (Lead) (TBD) (Lead) (TBD), PE (TBD), PE (TBD), PE (Civil)

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SECTION 11.0
PROJECT NAME
11.3 CONSTRUCTION MANAGEMENT ORGANIZATIONAL CHART Commented [E69]: Select relevant Organizational Charts and
delete any that do not apply to the project.
Construction Management
Organizational Chart (C-116) (TBD)
Client Name Project Manager
Project Name
SE Project No. XXXXX-XX QA/ Peer Review Team
(TBD)
(TBD) (TBD)
Construction Manager Project Manager
(TBD)
Construction Engineer
LOCAL HIRE LOCAL PROFESSIONAL (TBD) REGIONAL PROFESSIONAL (TBD) *(TBD), MBA
Secretary/Document Control Project Accounting Mech./Piping Field Engineer Electrical Field Engineer Automation/Start-Up Engineer Director of Project Controls
*(TBD) *(TBD) *(TBD)

Piping Engineer Electrical Engineer Sr. Instrumentation Engineer
*(TBD)
Mechanical Engineer
**Provide Field Management for CM when unavailable

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SCHEDULE
Commented [E70]: The Schedule Section will contain the
12.0 project schedule. The Schedule in the PPM should be completed
prior to project kick off. The SE project controls department will
produce the schedule. Check to ensure the milestone dates and
data match those that were stated in the project proposal, the MSA
and/or the contract.

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SECTION 12.0
PROJECT NAME
(EDIT AS REQUIRED)
The Project requires a Level I, II, II, IV and V Project Schedule (PC-101). Commented [E71]: Select Schedule Level. Refer to section 10.8
for schedule level determination.
(INSERT SCHEDULE AFTER THIS PAGE)

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MANHOUR BUDGET
Commented [E72]: The Manhour Budget Section will show the
13.0 manhour breakdown by Discipline. It is important that each
discipline lead knows what his/her budget is. The lead will manage
his/her budget. The manhours can be obtained from the project
proposal or obtained from the Project Controls Department. DO
NOT include dollar budgets in the PMM. This information is
confidential and should remain in projects contract book only.

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SECTION 13.0
PROJECT NAME
(INSERT PROJECT MANHOUR BUDGET AFTER THIS PAGE) (PM-109)

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14.0 APPENDICES

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LIST OF APPENDICES
Appendix A Travel Request Form

Appendix B Project Change Procedure Flow Diagram
Appendix C Trend / Scope Change Record (PC-110-A)
Appendix D Trend / Scope Change Log (PC-110)
Appendix E Scope Change Notice– Advanced Authorization (PC-104-A)
Appendix F Contract Change Log (PC-104)
Appendix G Project Procurement Plan (PX-111)
Appendix H Construction Plan (C-114)
Appendix I Startup and Commissioning Plan (C-115)
Appendix J Standard Cover Sheet (Portrait)
Appendix K Standard Cover Sheet (Landscape)
Appendix M Standard Drawing Title Block and Drawing Numbering (4004)
Appendix N Fax (Form)
Appendix O Telephone Conversation (Form)
Appendix P Meeting Agenda (Form)
Appendix Q Meeting Minutes (Form)
Appendix R Document Transmittal (Form)
Appendix S SE Internal Action Item Register (PM-105)
Appendix S SE External Action Item Register (PM-106)
Appendix T Request for Information (RFI) (C-106-A)
Appendix U Document Distribution Matrix
Appendix V Internal Drawing Revision and Issuing Procedure (4011)
Appendix W Internal Specification Revision and Issuing Procedure (4012)

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Appendix A – Travel Request Form
Client Name – Project Name

Project Number: XXXXX-XX
Travel Request Form
Name (As shown on Driver’s License / ID Card):

Reason for Travel:
Project Name: Project #:
City / Departing From:  City / Destination:
Final Destination (if different than flight destination):
Date Departing:  Desired Departing Time:
Date Returning:  Desired Departing Time:

Preferred Airline: (Optional) Airline:
Preferred Seating: Window Aisle Don’t
Frequent Flyer #:
care
Type of Vehicle Needed: Standard
Vehicle Needed: Yes No If yes, 
SUV
Hotel Needed: Yes No If yes,  Name of Desired Hotel:
Hotel Rewards #: Room Preference:
Company Credit Card Needed: Yes No (Only in cases where hotel or rental car pre-pay is
not allowed)
Employee Signature: Date:
Project Manager: Date:
Approval: Date:
COMMENTS / SPECIAL INSTRUCTIONS:
Itinerary Number:
Page 83 of 113
Appendix B – Project Change Procedure-Flow Diagram
Page 84 of 113
Appendix C – Trend/Scope Change Record
Page 85 of 113
Appendix D – Trend/Scope Change Record Log
Page 86 of 113
Appendix E – Scope Change Notice-Advanced
Page 87 of 113
Appendix F – Contract Change Log
Page 88 of 113
Appendix G – Project Procurement Plan (PX-111)
PROJECT PROCUREMENT PLAN
PX-111
FOR
Client Name
Project Name
Rev. No. By Revisions Approval Date
MO/DAY/YEAR

CLIENT PX-111
PROJECT NAME PROJECT PROCUREMENT PLAN
PROJECT NUMBER: XXXXX-XX REV. A, DATE: MO DAY, YEAR PAGE 90 of 1
1.0 PURPOSE
Page 90 of 113
Appendix H – Construction Plan (C-114)
CONSTRUCTION PLAN
C-114
FOR
Client Name
Project Name
MO/DAY/YEAR

CLIENT C-114
PROJECT NAME CONSTRUCTION ENGINEERING PLAN
1.0 PURPOSE
Page 92 of 113
Appendix I – Start-up and Commissioning Plan (C-115)
START-UP AND COMMISSIONING PLAN
C-115
FOR
Client Name
Project Name
MO/DAY/YEAR

CLIENT C-115
PROJECT NAME START UP AND COMMISSIONING PLAN
1.0 PURPOSE
Page 94 of 113
Appendix J – Standard Cover Sheet
DOCUMENT TITLE
FOR
Client Name
Project Name
Orig./Lead Eng.: Date

Appendix K – Standard Cover Sheet (Landscape)
DOCUMENT TITLE
FOR
Client Name
Project Name
Orig./Lead Eng.: Date

Appendix L – Project Document List (PM-101)
PROJECT DOCUMENT LIST
PM-101
FOR
Client Name
Project Name
Originator/Lead Engineer: Date MO/DAY/YEAR
MO/DAY/YEAR

Appendix L – Project Document List (PM-101)
PROJECT DOCUMENT LIST (PM 101)

Deliverable
Site/Field
Responsible
Internal
Document
Document Title Person/ Notes
Number
Position
C-100 Construction Schedule

C-101 Schedule Design Basis
C-102 Site Safety Manual
C-103 Emergency Contact List
Contractor Info List (Phone #'s, Safety
C-104 Personnel)
C-105 Site Transmittal Log
C-106 Request for Information (RFI) Log
C-106-A Request for Information (RFI) Form
C-107 Invoice Approval Log
C-108 Material Receiving Report (MMR) Log
C-108-A Material Receiving Report (MMR) Form
C-109 Over, Short & Damaged (OSD) Tracking Log
C-109-A Over, Short & Damaged (SD) Form
C-110 Sub-Contract Status/Tracking Report
C-111 Punch List Log
C-111-A Punch List (Form)
C-112 Start-up and Commissioning Records
C-113 Concrete Pour Log
C-113-A Concrete Pour Sheet (Form)
C-114 Construction Plan
C-115 Startup and Commissioning Plan
C-116 Construction Management Organizational Chart
C-117 Construction Organizational Chart
C-118 Daily Job Report Log
C-118-A Daily Job Report (Form)
C-119 Daily Safety Meeting Log
C-119-A Daily Safety Meeting (Form)
C-120 Weekly QA – QC Report Log
C-120-A Weekly QA – QC Report (Form)
C-121 Earthwork Compaction Test Log
C-121-A Earthwork Compaction Test (Form)
C-122 Welder Test and Certification Log
C-123 Non-Conformance Report (NCR) Log
C-123-A Non-Conformance Report (NCR) Form
Page 98 of 113
Deliverable
Site/Field
Responsible
Internal
Document
Number
Position
C-124 Site QA – QC Manual

C-125 Equipment Turn-over Log
C-125-A Equipment Turn-Over (Form)
C-126 Field Requisition Log
C-126-A Field Requisition Form
C-127 Material Status Tracking Report
C-128 Vendor Daily Activity Summary
C-129 Vendor End of Service Notice Log
C-129-A Vendor end of Service (Form)
C-130 Mechanical Completion Record Log
C130-A Mechanical Completion Record (Form)
C-131 Certificate of Construction Release Log
C131-A Certificate of Construction Release (Form)
C-132 Pre-commissioning Completion Record Log
C-132-A Pre-commissioning Completion Record (Form)
C-133 Hand-over Letter Log
C-133-A Hand-over Letter (Template & Attachments)
C-134 Contractors Request for Inspection Log
C-134-A Contractors Request for Inspection (Form)
Engineering
Deliverable
Site/Field
Responsible
Internal
Document
Number
Position
E-AE-101 Design Basis Architectural
E-AT-101 Automation Design Basis
E-BS-101 Design Basis Building Services
E-CE-101 Design Basis Civil

E-CE-102 Design Calculations Log-Civil
E-CE-103 Material Take-Off (MTO) - Civil
Page 99 of 113
Engineering
Deliverable
Site/Field
Responsible
Internal
Document
Number
Position
E-DC-100 Transmittal Log (Design Document Drawing Log)

E-DC-101 Drawing List Status Report
E-DC-102 Specification List Status Report
E-DC-103 Data Sheet List Status Report
E-DC-104 Operation & Maintenance Manual (O&M) Cover
E-DC-105 Project Design Basis
E-EE-100 Electrical Drawing and Specification List

E-EE-101 Design Basis - Electrical
E-EE-102 Electrical Load Analysis
E-EE-103 Electrical Equipment List
E-EE-104 Electrical Specialty Items List
E-EE-105- Electrical Material Take-Off (MTO) Form
A
E-EE-105 Electrical Material Take-Off (MTO) Log
E-GL-101 Design Basis General Layout
E-IA-100 Drawing and Specification Tracking List

E-IA-101 Design Basis Instrumentation
E-IA-102 Instrument Index
E-IA-103 Device ID & Schedule
E-IA-104 Control Philosophy
E-IA-105 Commissioning Specification Guidelines
E-IA-106 Control Programming Guidelines-Design Basis
E-IA-107 Control System Description
E-IA-108 Cause and Effect Matrix
E-IA-109- Instrumentation Material Take-Off (MTO) Form
A
E-IA-109 Instrumentation Material Take-Off (MTO) Log
E-IA-111 Solar Calculation Report
E-IA-112 SCADA Test Plan
E-IA-113 Functional Requirements Document
E-IA-114 SCADA Calculations (Cover)
E-ME-101 Design Basis Mechanical

E-ME-102- Mechanical Equipment List (Mining)
M
E-ME-102- Mechanical Equipment List (Oil/Gas)
OG
Page 100 of 113

Engineering
Deliverable
Site/Field
Responsible
Internal
Document
Number
Position
E-ME-103 Operation- and Maintenance (O&M) Manual List

E-ME-104 Spare Parts List
E-ME-105 Lubrication Schedule
E-ME-106 Design Calculations Log-Mechanical Services
E-ME-107 Pipe Stress Analysis Report (Cover )
E-PP-101- Design Basis Piping (Mining)

M
E-PP-101- Design Basis Piping (Oil & Gas)
OG
E-PP-102 Piping Line List
E-PP-103 Piping Valve List
E-PP-104 Piping Specialty Items List
E-PP-105 Piping Tie Point List
E-PP-106- Piping Material Take-Off (MTO) Form
A
E-PP-106 Piping Material Take-0ff (MTO) Log
E-PP-106 Material Take-Off (MTO) -Piping
E-PP-107 Piping ISO List
E-PP-108- Piping Specification List
OG
E-PR-101- Process Design Criteria (Mining)

M
E-PR-101- Process Design Criteria (Oil & Gas)
OG
E-PR-102 Design Calculations Log-Process
E-PR-103 Process Hazard Analysis (PHA) Report
E-PR-104 Vent / Flare Study Evaluation (cover)
E-PR-105 Gas Dispersion Analysis (cover)
E-S-101 Design Basis Structural (See SPEC 00001)

E-SC-102 Structural Concrete Design Calculations Log
E-SS-102 Structural Steel Design Calculations Log
E-S-103-A Structural Material Take-Off (MTO) Form
E-S-103 Structural Material Take-Off (MTO) Log
E-S-103 Material Take-Off (MTO) – Structural
Page 101 of 113

Project Controls
Deliverable
Site/Field
Responsible
Internal
Document
Number
Position
PC-100 Engineering Progress Report

PC-101 Project Schedule
PC-102 Basis of Schedule
PC-103 Cost Control Report
PC-104 Contract Change Log
PC-104-A Scope Change Notice-Advanced Authorization
(Form) Mining version
PC-104-A Scope Change Notice-Advanced Authorization
(Form) Oil & Gas version
PC-105 Basis of Estimate
PC-106 Capital Cost Estimate
PC-107 Operating Cost Estimate
PC-108 Economic Model
PC-109 Risk Register
PC-110 Trend / Scope Change Log
PC-110-A Trend / Scope Change Record (Form)
PC-111 Trend Change Log X
Project Management
Deliverable
Site/Field
Responsible
Internal
Document
Number
Position
PM-100 Project Procedure Manual

PM-101 Project Document List
PM-102 Project Document Status Report
PM-103 Project Design Basis Manual
PM-104 Risk Register
PM-105 SE Internal Action Item Register (Open Actions)
SE Internal Action Item Register (Closed Actions)
PM-106 SE External Action Item Register (Open Actions)
SE External Action Item Register (Closed Actions)
PM-107 Project Organizational Chart
PM-108 Management Organizational Chart
PM-109 Document Distribution Matrix
PM-110 Lessons Learned
PM-111 Project Acceptance
PM-112 Operational and Maintenance (O&M) Manual
Page 102 of 113

PM-113 Findings & Recommendation Report

PM-114 Field Safety Instructions (FSI)
PM-115 Monthly Report for Projects
PM-116 Site Investigation Checklist
PM-117 Weekly Report for Projects
PM-118 PM Success Assurance Committee Agenda 3015
(Internal Project Audit)
PM-119 Job Book
PM-120 Program Procedure Manual (PgPM)
Procurement
Deliverable
Site/Field
Responsible
Internal
Document
Number
Position
PX-101 Purchase Order Bidders List

PX-102 Purchase Order Request for Quotation Log
PX-103 Purchase Order Log
PX-104 Purchase Order and Schedule Status
PX-105 Purchase Order Event Schedule
PX-106 Purchase Order Specification Schedule
PX-107 Expediting Schedule and Status
PX-108 Purchase Order Line Items
PX-109 Purchase Order Action Items
PX-110-SR VDR Status Report
PX-110 VDR Template Engineering and Procurement
PX-111 Project Procurement Plan
PX-113 Lien Waiver Final
Document is not available. See Department Lead
Page 103 of 113

Appendix M – Standard Drawing Title Block and Drawing Numbering (4004)
Appendix M-Standard Drawing Title Block and Drawing Numbering
Page 104 of 113

Appendix N – Fax (Form)
To: Date:
Fax No.: Ref.:
Company: Location:
From:
If you have any problems, please call: Insert Name Insert # and Ext.
Subject: No. of pages (including this one):
Insert message here
THIS MESSAGE IS INTENDED ONLY FOR THE USE OF THE ADDRESSEE, AND MAY CONTAIN INFORMATION THAT IS PRIVLEDGED AND
CONFIDENTIAL. If you are NOT the intended recipient, or an employee or agent responsible for delivering the message to the intended recipient,
you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you received this
communication in error, please notify us immediately by telephone. Thank you.
Page 105 of 113

Appendix O – Telephone Conversation (Form)
Subject: Ref.:
Client: Date:
Conversation between: and:

Type of contact: Tel.: Meeting: Next Contact Date:
Distribution:
COMMUNICATION DETAILS
Insert Text
ACTION
Insert Text
Page 106 of 113

Appendix P –Meeting Agenda (Form)
Page 107 of 113

Appendix Q – Meeting Minutes (Form)
Page 108 of 113

Appendix R–Document Transmittal (Form)
Page 109 of 113

Appendix S - SE Internal Action Item Register
Page 110 of 113

Appendix S - SE External Action Item Register
Page 111 of 113

Appendix V H – D Appendix T - Contractor’s (RFI ) (C-106-A)
Page 112 of 113

Appendix V H – D Appendix U –Document Distribution Matrix
Page 113 of 113

Appendix V Internal Drawimg Revision and Issuing Procedure (4011)
Page 114 of 113

Appendix W Internal Specification Revision and Issuing Procedure
Page 115 of 113

8006 Project Procedure Manual Guidelines

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8006 Project Procedure Manual Guidelines

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PROJECT PROCEDURE MANUAL PM-100 PROCEDURE NO.

PROJECT PROCEDURE MANUAL PM-100

PROCEDURE NO.: 8006

DATE REV PAGE APPROVED BY TITLE SIGNATURE

5.0 PROJECT SETUP

A Project Procedure Manual (PM-100) Preparation Guide

B Project Procedure Manual (PM-100) Blank Template

Project Procedures Manual

PROJECT PROCEDURE MANUAL

ABC Energy Services Commented [E1]: Client Name Here

North Compressor Station Commented [E2]: Project Name Here

Project Number: XXXXX-XX Commented [E3]: SE Project Number

Orig./Lead Engineer: Date MO/DAY/YEAR

Project Engineer Approval: Date

Project Manager Approval: Date

Client Approval: Date

Engineering  Project Controls  Estimating  Construction Management

ABC Gold Mine Project

Lima Peru Commented [E8]: Project Location

Project Procedure Manual (PM-100)

26, March 2016 Commented [E10]: Date of Project Award

SE Project Number: XXXXX-XX

Project Procedure Manual

Project Name SE Project Number XXXXX-XX i

Project Procedure Manual (PPM) Distribution

Hard Copy Electronic

Structural Lead Engineer

Civil Lead Engineer

Process Lead Engineer

Mechanical Lead Engineer

Electrical Lead Engineer

Plant Layout Lead

Project Control Manager

Project Controls Engineer

Document Control Manager

Project Name SE Project Number XXXXX-XX ii

TABLE OF CONTENTS Commented [E19]: This table of contents is very

2.1 SCOPE OF SERVICES ......................................................................................................... 2-2

3.1 INTERNAL KICK-OFF MEETING ......................................................................................... 3-2

3.5.7 Structural Steel ............................................................................................................. 3-7

7.4 ENVIRONMENTAL REQUIREMENTS ................................................................................. 7-2

Project Name SE Project Number XXXXX-XX v

LIST OF APPENDICES Commented [E23]: If you encounter an Appendix that is not

Project Name SE Project Number XXXXX-XX vi

Project Name SE Project Number XXXXX-XX 2-1

1.1 INTRODUCTION TO OUR CLIENT

1.3 PROJECT DESCRIPTION

Project Name SE Project Number XXXXX-XX 2-2

The process plant will involve the following operations:

Project Name SE Project Number XXXXX-XX 2-3

1.4 PROJECT MAP

Project Name SE Project Number XXXXX-XX 2-4

Samuel Engineering Client Legal Name

Project Manager Title

Project Engineer Title

Procurement Lead Title

Construction Manager Title

Document Control Manager Title

Project Name SE Project Number XXXXX-XX 2-5

• Hotel accommodations are 100% reimbursable. Reservations shall be made through SE