大学毕业论文---设计-采购-施工-hse策划epc-and-hse-planning.doc

EPC Planning

设计，采购，施工，HSE策划

EPC and HSE Planning

目录
Contents

EPC策划:
EPC Planning

1. 设计管理
Design Management

2. 采购策略
Procurement Strategy

3. 施工管理策划
Construction Management Planning

4. HSE（施工）计划
HSE (Construction) Plan

EPC策划
EPC Planning

1. 设计管理
Design Management

设计工作在项目实施的全过程中起关键作用。工程设计图纸和文件是项目实施过程中后续几个阶段（采购、施工、开车）的主要依据。设计管理与控制是项目管理全过程中的一个重要方面。设计管理和控制水平的高低，直接关系到项目的进度、费用、质量和材料的控制水平。
Design work plays a key role in the whole process of project implementation. Drawings and documentation of engineering design constitute the main basis for the subsequent stages (procurement, construction, start-up) in the process of project implementation. Design management and control is also of great importance in the whole process of project management. The level of design management and control directly affect the level in control of project progress, cost, quality and material.

为了平稳和有效的进行设计工作，XXX将组织一个由项目设计经理领导的设计组来完成有关的设计工作。XXX将充分利用其现有的资源和有经验的人员来支持项目的实施。这些人员将根据需要直接或间接参与工作。为尽可能排除干扰和便于信息的交流，项目主要专业的负责人将集中在同一个区域办公，设计组将采用相同的软件工具和标准化的方法工作。项目管理组定期监督质量体系执行情况。
In order to smoothly and effectively carry out the design, XXX will organize a design team led by the project design manager to perform the relevant design work. XXX will make full use of its existing resources and experienced personnel to support the project implementation. These personnel will directly or indirectly participate in the work as needed. In order to eliminate as much interference as possible and facilitate the information exchange, the persons in charge of different main professions in the project will be put together in the same area doing their office work. Furthermore, the design team will do the work with the same software and tools in a standardized way. The project management team will regularly supervise the implementation of quality system.

在详细设计阶段，设计组将与业主的IPMT保持良好的协调关系，以确保项目的有效和及时的执行。
At the detailed design stage, the design team will keep a good coordination with the Client’s IPMT to ensure the effective and timely implementation of the project.

以下是项目设计组织框图：
The organization chart for the project design is shown below.
项目
Project
项目经理 Project manager

设计经理 Design manager

项目秘书 Project secretary
计划进度工程师 Scheduling engineer

工艺 Process

分析 Analysis

配管 Piping

储运 Storage & transportation

设备 Equipment

电气 Electrical work

仪表 Meter

电信 Telecommunication

建筑 Construction

结构 Structure

仓贮 Warehousing

给排水 Water supply & waster water drainage

环保 Environmental protection

暖图 Heating & ventilating

总图 General drawing

热工 Thermal process

安全卫生 Safety & health

概算 Financial estimate

1.1 设计资源
Design Resources

XXX设计部已有覆盖各专业的计算机应用网络系统，1000余台PC机、服务器和工作站可通过设计局域网和INTERNET实现信息共享和通讯。先进的IT系统将在设计中使用。用于计算、制图以及数据处理的先进计算机将支持设计工作。
XXX Design Department has possessed a computerized application network system covering various trades, including over 1000 PCs, servers and workstations, which can realize the information common share and communication via the designed LAN as well as INTERNET. The advanced IT system will be used in the design and the up-to-date computers used for computing, plotting and data processing will give a support to the design.

XXX在以往的工程设计中已成熟应用的软件有：工厂设计系统PDS、管道应力分析软件CESAR II、有限元分析软件ANSYS、压力容器设计计算软件LANSYS、钢结构计算软件STAAD/PRO、AutoCAD 14专业绘图软件和各专业自行开发的一批实用设计软件百余套，并且拥有熟练的软件应用人员。
Following are the software packages XXX applied maturely in the past engineering designs. They include: plant design software PDS, piping stress analysis software CESAR II, finite-element analysis software ANSYS, pressure vessel design and computing software LANSYS, steel structure computing software STAAD/PRO, AutoCAD 14 professional plotting software and more than 100 sets of practical design software developed by different professions. XXX has also owned skilled software application personnel.

XXX的设计人员掌握适用的、有效的石油化工项目国内、国际设计标准和规范。在项目发展过程中，计算机软件将用于所有涉及到的设计工作，例如，流程分析和模拟，P&ID准备，装置布置，机械，土建和结构计算，管道应力分析等。
Designers in XXX know well the domestic and international design standards and codes applicable and effective for petrochemical projects. In the process of project development, computer software will be used in all design work involved in, for example, process analysis and simulation, P&ID preparation, plant arrangement, mechanical, civil work and structural computation, piping stress analysis ,etc.

1.2 设计控制
Design Control

XXX 建立了完善的设计控制程序，从设计策划、设计输入、设计评审、设计验证、设计确认、设计输出到设计变更各个环节，都有相关的工作规定。XXX将在由 编写的 基础工程设计文件及 对基础工程设计文件的审查意见的基础上, 展开 工程XXX承担部分的所有详细设计工作。
XXX has established the perfect procedures for design control, including specific rules related to different links of the chain from the design planning, design input, design review, design verification, design confirmation, design output to design modification. On the basis of fundamental engineering design document prepared by and the examination comments given by to the document, XXX will make all the detailed design for its undertaking part in the project.

为了支持施工计划进度的实施， 工程设计和相关工作的次序需要仔细进行组织调整，以满足 工程总进度的要求。
In order to support the implementation of scheduled construction plan, the sequence for OSBL engineering design and relevant work needs to be carefully organized and adjusted to meet the requirements of general progress in project.

1.3 设计中的安全和可操作性方面的考虑
Considerations of Safety and Operational Ability in the Design

在 工程设计过程中一个重要因素是设计中的安全性。在装置的设计、施工和操作过程中安全是一个极为重要的考虑因素。XXX将利用丰富的工程经验和多专业审查，将安全纳入到工程设计中。在 工程设计中，XXX将严格执行国家和行业的有关标准，对装置操作期间的安全和健康应给予足够的重视。
Safety in design is an important factor in engineering design process. Safety is an extremely important consideration in the process of plant design, construction and operation. XXX will integrate safety into the engineering design by means of its rich experience in engineering and multi-trade examination. In engineering design, XXX will strictly observe the relevant national and trade standards and pay sufficient attention to the safety and health during the plant operation period.

所有的有形设备，包括它们的操作、处理、通道以及其它有关方面，设计中将按照当地规范要求予以充分考虑；设备设计、通道和布置设计将给予仔细的考虑以满足检修操作过程的安全；在总平面布置、设备布置审查中，将对检修通道予以考虑。
All the physical facilities including their operation, handling and access as well as other relevant aspects will be taken into account in the design according to the requirements of the local regulations. Careful considerations will be given to the equipment design, access and arrangement design to satisfy the safety in maintenance and operation. Maintenance access will be thought over in review of the general layout and plant arrangement.

设计中安全和可操作性方面的考虑将按照国家及行业有关标准和规范的安全要求进行。对于供货商提供的图纸和数据，在操作要求和安全条件的方面予以严格审查。在项目过程中，设计工作中的安全和健康将被重视。
The design considerations for safety and operational ability will follow the safety requirements in the relevant national and trade standards. A stringent examination will be given to the drawings and data provided by suppliers concerning the operation requirements and safety conditions. Top priority will be given to safety and health in the design.

1.4 设计外部接口及相关建议
Designed External Interface and Related Suggestions

1.4.1 与业主的工作接口
Interface with the Client

讨论和确认业主提供的项目设计基础资料、通过参加合同谈判确定项目设计分工范围、工作内容和应采用的标准规范等。
To discuss and confirm the basic project design information provided by the Client and to define the work division, work contents and the standards and codes to be adopted for the project design through participation in the contract negotiation.

1.4.2 项目设计组与采购组的工作接口
Interface between the design team and procurement team

在设计阶段，设计组参加推荐、考察和评选设备制造商的工作，提供长周期制造设备的订货技术资料；参加设备分交会并配合项目采购组开展技术询价，提供编制标书工作所需要的设备材料请购文件。采购组织技术评审，负责催交制造商的返回资料。
At the design stage, the design team will participate in the recommendation, investigation, rating and selection of equipment manufacturers and provide technical information for ordering the long-period manufactured equipment. It will also take part in the equipment trade meeting to assist the project procurement team in a coordinate way with technical inquiry and provide the equipment and material purchase requisition necessary for preparing the bidding documentation. The procurement team will organize the technical review and be responsible for urging the delivery of the return information from manufacturers.

在详细工程设计阶段, 设计组按设计版次的深度和工程总体网络计划的要求, 向采购组提供订货资料(包括请购单、规格书、数据表、订货用图纸等), 配合采购进行技术评价、合同谈判等工作。采购合同签订时应规定为保证设计进度而必须的设备安装资料的交付时间,以保证设计进度和工程建设总体网络计划的实施。
At the detailed engineering design stage, the design team will provide the procurement team with ordering information (including the purchase requisition, specifications, data sheet and drawings for ordering) depending on the number of design revisions and the requirements of general engineering network plan. In addition, it will assist the procurement team in a coordinate way to do the technical evaluation and contract negotiation. When a purchasing contract is concluded, time for delivery of equipment installation information should be defined in order to ensure the project schedule and the implementation of the general network plan in the engineering construction.

在设备制造和施工安装阶段, 设计有责任协助采购处理、 解决与设计有关的工程技术问题。
At the equipment manufacturing, construction and installation stage, the design team has the responsibility for assisting the procurement sector to tackle and solve the engineering and technical issues related to the design.

1.4.3 设计组与施工组的工作接口
Interface between Design Team and Construction Team

在项目开始实施时，在项目经理的主持下，由计划工程师负责编制项目进度计划中的设计进度与施工进度。由设计组与施工组双方确认其中的关键控制点（如各专业分阶段的详细设计图纸的交付时间等）。
When the project begins to be implemented, design schedule and construction schedule shall be prepared by the planning engineer in the project scheduling, under the leadership of the project manager. Both the design team and construction team will confirm the key control points (e.g., the time for delivery of detailed design drawings at the sub-stages for different professions, etc.).

项目设计开始时，施工经理参加设计方案及关键设备吊装的研究；项目设计完成后，由施工组组织，设计组派人向施工单位就设计图纸及有关技术文件进行技术交底；施工经理根据施工需要向项目组提出派遣设计代表计划，项目组按计划组织设计专业人员解决施工中的问题。
At the beginning of the project design, the construction manager will participate in the studies on design scheme and lifting of key equipment. After the project design is completed, the construction team will organize and at the same time the design team will assign specific person to give technical briefing to the construction unit in respect of design drawings and relevant technical documents. The construction manager will, as required by the construction, propose a plan to the project team for sending design representatives and the project team will organize the design professionals to deal with the problems in the construction according to the plan.

设计变更，在施工过程中由于非设计原因引起设计变更时，施工经理应征求项目（设计）经理意见，由项目（设计）经理发变更通知单并按规定签署。
Design modification: If the design modification is caused by design-irrelative reasons in the construction process, the construction manager should ask for the comments from the project (design) manager who will issue the modifying notification and write down the comments with signature according to the rules.

设计组向施工组提供项目的技术资料、设计图纸及文件；设计组在对施工分承包方评价过程中对分承包方的报价作出技术评价意见。
The design team will provide the construction team with technical information, design drawings and related documentation of the project and make comments on technical evaluation for the offer of subcontractors in the process of construction subcontractor assessment.

1.5 国内非标设备（静）的设计
Domestic Non-standard Equipment (Static) Design

根据中国有关压力容器的法规，压力容器的设计单位和制造单位均须经主管部门批准，并报同级锅炉压力容器安全监察机构备案。设计单位应对所设计压力容器的安全技术性能负责；制造单位必须按照设计图样要求进行制造，对制造质量负责。设计单位和制造单位均受锅炉压力容器安全监察机构监察。在我国境内（台湾省、香港、澳门地区除外）设计、制造和使用的压力容器，其设计、制造应符合我国相应国家标准（如GB150）、行业标准（如JB4732）或企业标准的要求。
In accordance with the Chinese laws and regulations related to the pressure vessel, both the design institution and manufacturer are required to receive the approval from the higher-level authorities concerned and to report to the boiler and pressure vessel safety supervisory agency at the same higher-level for keeping file. The design institution will be responsible for safety technical performance of the designed pressure vessel, while the manufacturer must make it following the requirements of design drawings and be responsible for the manufacturing quality. Both design institution and manufacturer should be subject to the supervision from the boiler and pressure vessel safety supervisory agency. For the pressure vessels designed, manufactured and utilized within the territory of our country (except for Taiwan Province, Hong Kong and Macao Regions), their designs and manufacture should conform to the requirements of our corresponding national standard (e.g., GB150), trade standard (e.g., JB4732) or enterprise standard.

据上所述，在XXX在以往的工程项目实施中（包括与Exxon、Techniment、Lurgi、JGC等国外工程公司的合作项目），压力容器均由XXX设计，制造厂按图制造的模式开展工作。这与国外工程公司在实施工程项目的压力容器采购时，按有关标准（如ASME）规定供应商（即制造单位）应对所提供压力容器的设计和制造负全部责任有所不同，但保证产品质量的目标是相同的。
As mentioned above, in the implementation of the past XXX engineering projects (including the cooperation projects with overseas engineering companies such as Exxon, Techniment, Lurgi and JGC), work has been done in the mode that pressure vessel is designed by XXX and made by manufacturer based on the drawings. This is different from the practice that the overseas engineering company used to do in purchasing pressure vessels for implementing engineering project. In that practice the company specifies that the supplier (i.e., manufacturer) should take full responsibility for the design and manufacture of the supplied pressure vessel according to relevant standard (e.g., ASME). However the final goal of guaranteeing product quality is same.

与此相类似，在中国本土采购的其它非标设备也是由XXX设计，制造厂按图制造。
Similarly, the other non-standard equipment purchased in the mainland of China should also be designed by XXX and produced by manufacturer based on drawings.

1.6 设计变更管理
Design-change Management

设计变更系指对出版后的施工图的更改。为确保设计更改的必要性、正确性和有效性, 设计变更应经授权人确定, 更改后应形成文件并经校审和批准。设计变更由设计经理负责组织实施。
Design modification means the amendment to the published construction drawing. To ensure the necessity, correctness and effectiveness of the design amendment, the design modification must be determined by the authorized person. After being amended, the document should be formulated and be subject to verification and approval. The design manager is responsible for organizing the implementation of design modification.

设计变更原因：更改施工中发现的设计错误，因设计、施工或设备材料供应等变化而引起的设计变更，审议合理化建议并更改设计，安全、法规等要求引起的更改，业主要求引起的更改。
Reasons for a design modification include: correction of the design mistake found in construction; amendment resulting from the change in design, construction or supply of equipment and materials; a change from examining a rationalized suggestion and updatin