Elements and Performance Criteria

Element

Performance Criteria

1

Confirm required outcomes from modification

1.1

Communicate with production and engineering managers and other key stakeholders and agree necessary and desirable: , technical requirements , operations requirements , timelines , cost and other requirements.

1.2

Determine regulatory/industry code requirements.

1.3

Obtain relevant drawings of existing plant.

1.4

Develop modification brief, including relevant P&ID sketch, to meet needs.

1.5

Establish required performance measures to indicate success of project.

1.6

Obtain 'sign off' on modification brief from all relevant persons.

2

Short list possible modifications to meet brief

2.1

Investigate the range of available equipment/plant units.

2.2

Determine relative advantages and disadvantages of each class of equipment/type of modification which may provide a solution.

2.3

Compile a shortlist of modification types/equipment classes which will best meet the modification brief.

2.4

Discuss shortlist alternatives with relevant stakeholders and obtain 'sign off' for the chosen approach.

3

Select technically best equipment/unit/modification

3.1

Complete technical specification for required modification incorporating feedback received.

3.2

Compare specification with that of 'off the shelf' equipment where appropriate.

3.3

Arrange for equipment suppliers to tender to the specification where necessary, following company procedures.

3.4

Rank competing items by their compliance with the technical specification.

4

Compare hazard profile of possible modifications

4.1

Organise a hazard analysis (e.g. HAZOP) for the modification according to company procedures.

4.2

Ensure that all stakeholders are represented on the hazard analysis team.

4.3

Brief the hazard analysis team on the modification and the alternatives under evaluation.

4.4

Eliminate alternatives which do not meet hazard requirements.

4.5

Rank remaining competing items by safety performance.

5

Make final choice of solution

5.1

Evaluate competing items by their economic performance (e.g. life, maintenance, running costs) and rank by total lifetime cost.

5.2

Seek further information where necessary to allow a rational selection to be made.

5.3

Choose the modification which meets all required minimum standards and will provide the best solution.

5.4

Verify choice in discussion with production and engineering managers and other key stakeholders.

5.5

Arrange for order to be placed following company procedures.

6

Check and commission modification

6.1

Undertake pre-commissioning activities.

6.2

Complete safety acceptance documentation.

6.3

Identify, record and report problems or non-conformances.

6.4

Conduct trials/test runs.

6.5

Record and report performance data.

6.6

Bring the plant/plant systems/pipeline on line.

7

Complete modification

7.1

Evaluate performance of modification.

7.2

Make adjustments as required.

7.3

Accept (or otherwise) the equipment/unit (and ensure payment flows).

7.4

Ensure plant procedures and training material updated.

7.5

Ensure plant drawings and engineering specifications are updated.

7.6

Complete all other required paperwork.