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Overview

Many of the activities that have been discussed in this series of ebooks are carried out as part of a project. Therefore, it is useful to review some of the basics of project management in the process industries - particularly the Phase/Gate system, and to show how process safety programs are integrated into projects.

The sketch shows the Phase/Gate method of managing a project.

At the conclusion of each phase the project management team will select one of four options:

1. Proceed to the next stage (the project is a “go”).
2. Recycle the current stage (usually because insufficient information is available to make an informed decision, or because project requirements/conditions have changed).
3. Put the project on hold.
4. Stop the project.

Factors that affect the phase / gate decision include the following:

• The commercial/business case for the project given the information available at that point,
• Selection of the best technical options,
• The need for contingency plans, and
• The safety and environmental risks associated with the project.

Table of Contents

Introduction 
Phase / Gate System 
Hazards Analysis on Projects 
Phase I — Concept Selection 
   Documents 
   Hazards Analysis
Phase II — Preliminary Design (FEED)
   Documents
   Hazards Analysis
Phase III — Detailed Engineering
   Documents
   Hazards Analysis
Phase IV — Fabrication and Construction 
   Precommissioning
   Punchlists 
   Transfer of Care, Custody and Control
   Documents
      Turnover Packages
      Procedures 
   Hazards Analysis
Phase V
   Commissioning
   Operational Readiness Review
   Startup and Line Out 
   Documents
      Start-Up Procedures
      Acceptance Test
      Warranty 
   Hazards Analysis 
Project Organization