10-10 Glossary

10-10 Glossary

If you have questions or comments, leave a note at the  end of this page.

 

 

Bridging Documents

In bridging projects, drawings and specifications, prepared after schematic design, “along with forms of contract, etc., make up the Bridging Contract Documents. The basic idea is to design, illustrate and specify everything that needs to be tied down to fully protect both the owner and the designer” while leaving as much latitude as possible to design-build bidders to use their skills and experience to give the owner the best buy. (Source: http://www.bridginginstitute.org/faq)

Building Gross Square Feet (BGSF)

The floor area of the entire building or project, which includes floor area occupied by rooms/spaces, walls, corridors, conveyances, mechanical/utility rooms, and shafts.

Capacity, Name Plate and Capacity Unit

The capacity and capacity unit characterize the capacity of the new facility, the added capacity (in case of additions), or the capacity of specific equipment of system being replaced or installed in renovation projects. For instance, the installation of a compressor in a gas processing facility can be characterized by the unit HP. For a new gas processing facility, the unit cubic feet per day characterizes the capacity of the facility or project. Table 1 provides example of common units for different sectors and project types. Similarly, for a cogeneration project inside a manufacturing plant, the capacity unit should describe the nature of the cogeneration project. This is important to allow comparisons between projects of similar type.

 

Project Type

Converted Unit

INDUSTRIAL

Automotive Manufacturing

frames per day, HP (horse Power)

Chemical Manufacturing

barrels per day, cubic feet per day, gallons per day, meter skids, MW, short tons per day

Cogeneration

MW

Consumer Products Manufacturing

bushels per hour, cans per minute, short tons per day

Electrical (Generating)

kV, MW

Environmental

gallons per day, MW, pounds per day, short tons per day

Foods

short tons per day

Metals Refining/Processing

cubic feet per day, short tons per day

Microelectronics Manufacturing

MW per year

Mining

short tons per day

Natural Gas Processing

BBL, barrels per day, cubic feet, cubic feet per day, HP, short tons per day

Oil Refining

BBL, barrels per day

Oil Sands Mining/Extraction

barrels per day

Oil Sands SAGD

barrels per day

Oil Sands Upgrading

barrels per day

Oil/Gas Exploration/Production (well-site)

barrels per day, HP

Pharmaceutical Labs

people

Pharmaceutical Manufacturing

BGSF, liters cell culture, short tons per day

Pulp and Paper

napkins per minute, short tons per day

INFRASTRUCTURE

Airport

na

Electrical Distribution

kV

Flood Control

na

Highway

lane miles

Marine Facilities

na

Central Utility Plant (CUP)

na

Process Control

na

Navigation

na

Rail

miles

Tunneling

na

Water/Wastewater

gallons per day, cubic feet per day

Telecom, Wide Area Network

na

Pipeline

miles, MW, cubic feet per day, barrels per day

Tank Farms

BBL

Gas Distribution

cubic feet per day, barrels per day

BUILDINGS

Communication Center

BGSF

Courthouse

BGSF

Dormitory/Hotel/Housing/Residential

BGSF

Embassy

BGSF

Low-rise Office (<=3 floors)

BGSF

High-rise Office (>3 floors)

BGSF

Hospital

BGSF

Laboratory

BGSF

Maintenance Facilities

BGSF

Movie Theatre

BGSF

Parking Garage

BGSF

Physical Fitness Center

BGSF

Prison

BGSF

Restaurant/Night club

BGSF

Retail Building

BGSF

School

BGSF

Warehouse

BGSF

Other Buildings

BGSF

Change, Scope

Changes in the base scope of work or process basis. A scope change alters the project content or parameters such as size, capacity, use, location or product mix. Examples include changes in feedstock, site location, throughput, or the addition of unrelated scope. 

Change, Project Development 

Change required to execute the original scope of work or obtain the original process results as defined by the Owner. Project development changes are trends that do not alter the project premise. Examples: unforeseen site conditions that require a change in design/construction methods, changes required due to design errors and omissions, market escalation, productivity, estimate variations, design growth, schedule trends, and back charges and / or rework.

Commissioning Management Team

See Startup management team

Concession Agreement

concession or concession agreement is a grant of rights, land or property by a government, local authority, corporation, individual or other legal entity.

Contract Type

If your project has alternative contracts, the chosen contract type should be the one that is most similar to the project contract. For mixed contracts (i.e., part Cost Reimbursable and part Lump Sum), the contract type should indicate the type with the largest contract amount.

Cost of Quality

This is the costs to conform to the required quality of the project. It consists of three different types of costs:

  • Prevention costs are associated with keeping defective product away from the customer.

  • Appraisal costs are associated with checking the product to make sure it is conforming.

  • Failure costs are associated with the failure of a defective product. Internal failure costs are related with failure before commissioning and external failure costs are related with failure after commissioning.

Decisions (made by the managers)

For a contractor responding to the survey, these decisions should be the ones taken within your organization. For an owner responding to the survey, these decisions are those taken by the owner’s project manager, within the scope of the owner’s work.

Delivery Method

Design-Bid-Build: Serial sequence of design and construction phases: owner contracts separately with designer and constructor.
Design-Build: Owner contracts with Design-Build (EPC) contractor.
CM at Risk: Owner contracts with designers and construction manager (CM). CM holds the contracts.
Parallel Primes: Owner contracts separately with designer and multiple prime constructors.

Estimated Project Cost TBD: ad contract award for contractors. If Cost reimbursable? When you sign the actual contract with cost. See general program notes.

Duration, Forecast Project Duration

The forecast project duration at the end of the phase. For owner companies, the forecasted project duration should include all phases from start of FEP to end of Startup. For contractors, the project duration reflects the participation of the contractor. For instance, an EPC contractor, will report the duration of procurement, engineering and construction phases.. If the contractors participating only in one phase, for instance, engineering or construction, then the forecast duration if the actual duration of the phase at the end of the phase.

First Aid

Using a nonprescription medication at nonprescription strength (OSHA definition). First aid is emergency care provided for injury or sudden illness before emergency medical treatment is available. The first-aid provider in the workplace is someone who is trained in the delivery of initial medical emergency procedures, using a limited amount of equipment to perform a primary assessment and  intervention while awaiting arrival of emergency medical service (EMS). (Source: https://www.osha.gov/Publications/OSHA3317first-aid.pdf

Full-Time Equivalent (FTE) and Team Size

Full-Time Equivalent (FTE) represents the number of participants and the percent of time each is allocated to the project.  For example, if one team member, responsible for procurement, works ½ time on the project, then the procurement contribution to the FTE measure is 0.5.  Likewise, if two project controls specialists work on the team full time, they contribute 2.0 FTE. For the team size, you should consider only the FTE working within your organization. For an owner, these include only the owner personnel working on the project. For instance, only the engineers working for the owner organization are counted in the Engineering team. For a contractor, all FTEs working directly for the contractor or subcontracted should be included.

Integrated Project Delivery (IPD)

A method of project delivery distinguished by a contractual arrangement among a minimum of owner, constructor and design professional that aligns business interests of all parties. IPD motivates collaboration throughout the design and construction process, tying stakeholder success to project success, and embodies the contractual and behavioral principle. (Source:http://www.aia.org/about/initiatives/AIAS076981)

Interim Product Database (IPD)

The term Interim Product Database (IPD) refers to a design-production integration scheme observed (by RT 232) in the Asian shipbuilding industry. The IPD consists, in essence, of a library of designs for “chunks” or modules of ships, design rules to allow rapid resizing, and all of the production information to drive a mechanized, automated assembly line to construct those chunks. See https://store.construction-institute.org/detail.aspx?id=RR255_11_E and https://store.construction-institute.org/SearchResults.aspx?searchterm=rr232&searchoption=ALL.

Major Equipment

Examples of Major Equipment are provided in Table 2. The count should include equipment listed on the procurement list. Contractors should only report major equipment that is included in their scope of work (both in terms of count and cost).

Table 2: Examples of Major Equipment

Examples of

Major Equipment

Kinds of Equipment Covered

HVAC Systems  

Prefabricated air supply houses

Columns and Pressure Vessels

Towers, columns, reactors, unfired pressure vessels, bulk storage spheres, and unfired kilns; includes internals such as trays and packing.

Tanks

Atmospheric storage tanks, bins, hoppers, and silos.

Exchangers

 

Heat transfer equipment: tubular exchangers, condensers, evaporators, reboilers, coolers (including fin-fan coolers and cooling towers).

Direct-Fired Equipment

 

Fired heaters, furnaces, boilers, kilns, and dryers, including associated equipment such as super-heaters, air preheaters, burners, stacks, flues, draft fans and drivers, etc.

Pumps

All types of liquid pumps and drivers.

Vacuum Equipment

Mechanical vacuum pumps, ejectors, and other vacuum producing apparatus and integral auxiliary equipment.

Motors

600V and above

Electricity Generation and Transmission

Major electrical items (e.g., unit substations, transformers, switch gear, motor-control centers, batteries, battery chargers, turbines, diesel generators).

Materials-Handling Equipment

Conveyers, cranes, hoists, chutes, feeders, scales and other weighing devices, packaging machines, and lift trucks.

Package Units

 

Integrated systems bought as a package (e.g., air dryers, air compressors, refrigeration systems, ion exchange systems, etc.).

Special Processing Equipment

 

Agitators, crushers, pulverizers, blenders, separators, cyclones, filters, centrifuges, mixers, dryers, extruders, fermenters, reactors, pulp and paper, and other such machinery with their drivers.

Conveyor systems

Elevator, escalators

Medical Treatment

Medical treatment means the management and care of a patient to combat disease or disorder. Medical treatment does not include: visits to a physician or other licensed health care professional solely for observation or counseling; the conduct of diagnostic procedures, such as x-rays and blood tests, including the administration of prescription medications used solely for diagnostic purposes (e.g., eye drops to dilate pupils); or "first aid" (OSHA definition). Synonym: recordable case.

Midpoint of Phase

A date used for normalizing project and phase costs. It should fall within the reported actual phase start and end dates.

Modularization

Modularization is a major section of a plant resulting from a series of remote assembly operations and may include portions of many systems; usually the largest transportable unit or component of a facility. Modularization refers to the use of offsite construction (including a segregated area onsite). For the purposes of the benchmarking data, modularization includes all work that represents substantial offsite construction and assembly of components and areas of the finished project. Examples that would fall within this categorization include:

  • Skid assemblies of equipment and instrumentation that naturally ship to the site in one piece, and require minimal on-site reassembly.

  • Super-skids of assemblies of components that typically represent substantial portions of the plant, intended to be installed in a building.

  • Prefabricated modules comprising both industrial plant components and architecturally finished enclosures.

Modularization does not include offsite fabrication of components. Examples of work that would be excluded from the definition of modularization include:

  • Fabrication of the component pieces of a structural framework

  • Fabrication of piping spool-pieces

(Source: CII General Program glossary)

Offsite Costs

“Costs arising from a construction project that are spent in places other than the construction site. The expenses connected to the extension of roads and power lines to a new housing community would be an example of offsite costs, since the money would be spent on development of resources away from the project location”. (Source: http://www.businessdictionary.com/definition/off-site-cost.html#ixzz2zjno6lr5)

Offsite Fabrication 

Offsite Fabrication is the practice of preassembly or fabrication of components both off the site and onsite at a location other than at the final installation location.

Phases 

Table 3: Definitions of Phases

Phase

Typical Participants:

Start/Stop

Typical Activities and Products

Typical Cost Elements

Front End Planning / Programming

  • Owner Personnel

  • Planning Consultants

  • Constructability Consultant

  • Alliance/Partner

 

Start:  Defined Business Need that requires facilities

 

Stop:  Total Project Budget Authorized

  • Options Analysis

  • Life-cycle Cost Analysis

  • Project Execution Plan

  • Appropriation Submittal Pkg

  • P&IDs and Site Layout

  • Project Scoping

  • Procurement Plan

  • Arch. Rendering

     

  • Owner Planning Team Personnel Expenses

  • Consultant Fees & Expenses

  • Environmental Permitting Costs

  • Project Manager/Construction Manager Fees

  • Licensor Costs

Engineering / Design

  • Typical Participants:

  • Owner Personnel

  • Design Contractor

  • Constructability Expert

  • Alliance/Partner           

 

Start:  Contract award to engineering firm

 

Stop:  Release of all  approved drawings and specs

for construction (or last package for fast-track)             

  • Drawing & Spec Preparation

  • Bill of Material Preparation

  • Procurement Status

  • Sequence of Operations

  • Technical Review

  • Definitive Cost Estimate

  • Owner Project Management Personnel

  • Designer Fees

  • Project Manager/Construction Manager Fees

Procurement

  • Typical Participants:

  • Owner Personnel

  • Design Contractor

  • Alliance/Partner

 

Start:  Procurement Plan for Engineered Equipment

 

Stop:  All engineered equipment has been delivered to site

 

  • Supplier Qualification

  • Supplier Inquiries

  • Bid Analysis

  • Purchasing

  • Engineered Equipment

  • Transportation

  • Supplier QA/QC

  • Owner Project Management Personnel

  • Owner Project Management Personnel

  • Project/Construction Manager Fees

  • Procurement & Expediting Personnel 

  • Engineered Equipment

  • Transportation

  • Shop QA/QC

Construction

  • Typical Participants:

  • Owner Personnel

  • Design Contractor (Inspection)

  • Construction Contractor and its Subcontractors

Start:  Commencement of foundations or driving piles

 

Stop:  Mechanical Completion

  • Set Up Trailers

  • Procurement of Bulks

  • Issue Subcontracts

  • Construction Plan for Methods/Sequencing

  • Build Facility & Install Engineered Equipment

  • Complete Punchlist

  • Demobilize Construction  Equipment

  •  

  • Owner Project Management Personnel

  • Project Manager/Construction Manager Fees

  • Building Permits

  • Inspection QA/QC

  • Construction Labor, Equipment & Supplies 

  • Bulk Materials

  • Construction Equipment

  • Contractor Management Personnel

  • Warranties

Startup / Commissioning

 

Note: Not usually applicable to infrastructure or building projects

  • Owner personnel

  • Design Contractor

  • Construction Contractor

  • Training Consultant

  • Equipment Suppliers

Start: Mechanical Completion

 

Stop:  Custody transfer to user/operator (steady state operation)