WI/PM WHO FORMS

i Project has been awarded to ECEC AM

ii P.O. will be forwarded to Engineering thru the General Manager AR > GM

I INFORMATION DISSIMINATION GM > Design Head

New projects must be forwarded to the Design Section thru the Design Head
The Design Head must acknowledge the receipt of the new project.

II DOCUMENT WITHDRAWAL CEE > DCC > Design Head Document withdrawal form
Design head will withdraw documents of the new projects from DCC.
a. Bill of Materials
b. Bid Documents
c. Proposed Datasheets
d. Scope of Works
e. Instrument List Form
d. Client existing documents
(Key plan, As-built drawings)
If changes has been made, Change Notice form must be counter signed CN Form
by the parties who have withdrawn the document.
a. Revised document will be withdrawn after the change
noticed has been signed.

III DESIGNATION Design Head > DE, DM

Design head will designate lead design for the project.

IV KICK-OFF MEETING
A. Internal kick-off must be conducted AM, PM, LE, DE
a. Conduct minutes of the meeting DE MOM form

B. External kick-off meeting must be conducted PM, LE, DE, Client

a. Submit pre-mobilization form LE, DE Pre-mobilization form
b. Conduct minutes of the meeting DE MOM form

V PROJECT STAKEOUT / SITE SURVEY

In preparation for the site visit, one must do the following: DE, DM
a. Submit pre-mobilization form Pre-mobilization form
b. Prepare necessary PPE for site inspection or project stakeout SCR
esp. if special equipment is required.
c. Request manpower (technician/ electrian) esp. if scope of works Manpower request form
includes reengineering and/or tracing
d. Request vehicle for the mobilization of the team Vehicle request
e. Bring necessary tools for the activity Borrower's form
such as measuring tape screw driver, etc.
f. Lastly, prepare the site inspection/project stakeout form Site inspection/project stakeout form

Allot 1-5 days for site Inspection/Project Stakeout depending PM, LE Gantt Chart
on the scope of the project.
a. Fill out the site inspection form DE Site inspection/project stakeout form
If scope of works includes reengineering and/or wire tracing and
multiple sites, allot a minimum of 5 days for the site inspection.

Note: The duration given above is applicable for a single site only.

VI DESIGN INITIATION DE, DM

When enough data has been gathered, design can now be generated.
(See Design Submittals for the initiation of each drawing)

1 System Architecture
Allot a minimum of 3 days for the study of the system.

A. INSTRUMENTATION DRAWING CODE

(1) Instrument and/or Equipment List
(2) P&ID (Piping) PID
(3) Control Philosophy Control Philosophy must be generated by the Software due their capability to simulate the control.
(4) P&ID (Process)
(5) Loop Diagram ref Schematic Diagram LPD

B. ELECTRICAL
(1) Load Schedule LDS
(2) Single Line Diagram SLD
(3) Schematic Diagram SCH
(a) Drawing Index
(b) I/O List
(4) Abbreviations, Legends and Symbols

C. HOOK-UP DIAGRAMS
(i) Electrical
(a) Shop Drawings
(1) Panel Layout PNL
- Views and Dimensions, Materials
- Component Layout
- Component List
(2) Roughing Ins RCL
- Cable Schedule Form
- Conduit/ Cable tray Layout

(ii) Installation
- Instrument Installation
- Bracket, Support and/ or Mounting Detail

(iii) Process

Note: From time to time, the design engineer will request to return on site due to verification of particular design.

VII DESIGN APPROVAL

A. SELF CHECK DE, DM Design Checklist
Once the design has been generated, the designer must
perform self-check first on the drawings using the checklist
for the specific drawing. This process is formulated to
 avoid details being overlooked.
(See Design Checklist of each drawing)
If all the boxes on the checklist has been ticked, the design is ready
for initial approval.
If not, the designer must revise the design in order to meet the
requirement of the unticked box.

B. INITIAL APPROVAL DE, DM > Design Head Design Checklist

The drawing will be forwarded to the Head design for review.

If the design head have no further comments, the design will then be
forwarded to GSB for final approval.
But if there are comments still, the designer must rectify first and
repeat the process of Self-check (See procedure 7A).

C. FINAL APPROVAL DE, DM > GSB Design Checklist

Once the design has been reviewed by the Design head, it will be
submitted to GSB for final approval.

If GSB have no further comments, the design is subjected for control

and/or transmittal to the Project Manager for client approval.
However, if there are comments still, the designer must rectify first and
repeat the process from Self-check (See procedure 7A-7B).

VIII DRAWING REVISION

Design revision must be documented , all designs must include a DE, DM Revision History Form
revision history for tracking of all changes done on the design.
These revision history also indicates the latest drawing.

A. INTERNAL REVISION
Initial drawings are indicated as Rev. 0A, meaning no
revision has been made yet. If upon internal approval,
the design has been commented, the designer must
revised as per comment/s. To indicate the revision made
on the REV. 0A drawing, it will then become Rev. 0B.
The alphabet part of the revision number will progress
until internally approved. So once approved, the
these letter will be purposely omitted and transmitted
to the client as Rev. 0.

B. EXTERNAL REVISION
The initial design will be transmitted to the client as Rev 0.
If the client have further comments, these Rev. 0 drawing
will returned as Rev 1A. Repeat the process of internal
revision. The number will progress until the drawing has
been approved. (See procedure 8A)

Note: Only one revision history form must be complied per project and/or site.

IX DRAWING SUBMITTAL
The Design engineer will forward the internally approved drawings to the
Design Coordinator. There are two courses for these internally
approved drawings:

A. CONTROLLED DC > DCC > PM, LE DRN, Document Withdrawal Form

For those designs who does not require client approval ,
it will directly forwarded to the Document Control Center.
The design will be withdrawn by the Project Manager and/or
Lead Engineer/s and implemented without further ado.

If changes has been made, Change Notice form must be counter signed DC > DCC CN
by the parties who have withdrawn the document.
a. Revised drawing can be withdrawn after the change DCC > PM, LE Document Withdrawal Form
noticed has been signed and surrendered the obsoleted drawing.

B. FOR CONSTRUCTION
As for clients who requires design approval, the design DC > PM Internal Transmittal Form
coordinator will transmit the design to the Project Manager
who will then submit it to the client.

1. In order to proceed to the mobilization, the design coordinator DC > DCC DRN
will release a copy for construction to the DCC. Listed
below are designs which have minimal effect on the
approval/comments of the client.
1. Panel Layout
2. Schematic Diagram
3. Loop Diagram
4. P &ID

However, there are designs which cannot be implemented

without the client's approval especially those design that will be
intrusive to client's property. Listed below are sample designs
which cannot be implemented without client's approval.
1. Roughing Installation
2. Instrument Installation

2. The design will be withdrawn by the Project Manager and/or DCC > PM, LE Document Withdrawal Form
Lead Engineer/s and implemented.

3. When the approved/commented drawings from the client arrives, PM > DC Internal Transmittal Form
the Project manager must first transmit it to the Design
Coordinator, Design Head and/or the Lead design. This
process can be bypassed, if the designer have the direct
connection to the client and/or included in the loop.

4. For commented drawings, the desiger will incorporate client's DE, DM

comment on the design, if necessary. Once the design has
been generated the process will repeat from Self Check
until approved. (See procedure 7A onwards)

5. For approved drawings,

 The design coordinator will submit a Change Notice to DC > PM, LE, DCC CN
the Document Control Center that the initially submitted
"For Construction" design are already approved drawings.
The Change Notice form must be counter signed
by the parties who have withdrawn the document.

The "For Construction" drawings on-hand is now subjected PM, LE > DCC
for control and must be surrendered to the DCC within a
week or seven (7) days after the released of Change Notice.

X AS-BUILT DRAWINGS

PCM Engineers must feeddback changes done on site.

XI NON-PROJECT DRAWINGS AM, CE > DM

For non-project request of designs, th requester must coordinate
to the design head. If not, request will not be entertained but most of
the time, if not all, a draftsman will be assigned.

XII BUDGET ALLOCATION

Specific budget must be allocated for the design.

A. Manpower
Rate per day
Contingency for urgent works
(OT works and meals)
B. Documentation
Printing (Initial and As-Built)
Permits (if applicable)
Professional Fees
Design Initiation

a. System Architecture
This design must be the first one to be generated for this is the
overview of the project/system
Reference: 1. Bill of Materials
2. Scope of Works
3. Instrument List

b. INSTRUMENTATION
i.