▣ Overview and Scope of Application
1) Overview
Establish a design plan that reflects each party’s responsibilities, scope of application, and the overall design direction.
2) Scope of Application
Applied as guidelines for the basic design plan, project operation plan, and design progress management system.
3) Requirements for Application
Select qualified personnel capable of performing design tasks smoothly and establish an appropriate design team structure.
4) Roles of Design Personnel
Understand assigned tasks, coordinate and communicate effectively, build a cooperative system, and maintain collaborative relationships.
▣ Main Design Tasks and Directions
1) Overview
After reviewing project work details, technical requirements, and service duration, perform tasks to establish the design plan:
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Confirm design scope and tasks
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Prepare design specification
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Prepare design input/output list
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Select design personnel
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Establish training and education plans
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Prepare lists of design documents and drawings
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2) Confirming Design Scope and Work Tasks
Verify design requirements, work details, and technical specifics to ensure timely project completion and successful execution. Apply findings in the design plan.
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3) Tasks and Documentation
Perform tasks required for developing the design plan, such as preparing the design specification, input/output lists, selecting personnel, establishing training plans, and preparing document and drawing lists.
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4) Planning the Development of Piping Design Deliverables
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Establish a development plan for design deliverables based on the design scope and collected data (site conditions, operating status, etc.).
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Set and manage submission dates according to the overall construction schedule.
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5) Basic Direction for Design Execution
Utilize design deliverable preparation, input data management, interdepartmental coordination, reference materials, quality control, task standardization, and database development for efficient design management and operations.
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6) Key Design Considerations
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Consider economic efficiency, safety, reliability, operability, maintainability, constructability, and accessibility.
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Follow applicable codes, standards, and design requirements.
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Conduct design reviews and coordination using 3D modeling to prevent errors and facilitate collaboration.
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▣ Basic Direction for Design Execution
Utilize design deliverables, input data, interdepartmental coordination, reference materials, quality control, standardization, and database development for comprehensive design management and operations.
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▣ Key Design Considerations
1) Major Considerations
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Consider economic efficiency, safety, reliability, operability, maintainability, constructability, and accessibility.
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Comply with applicable codes, standards, and design requirements.
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Carry out design review and coordination using 3D modeling to prevent errors and streamline communication.
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2) Reference Materials for Design Planning
– Key References
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Applicable design codes and standards
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Design conditions, work scope and details, technical notes
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Specialized or new technology fields
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– Primary Reference Items
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Codes and standards
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Distinction between existing and new units
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Division of Work (Piping)
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Monthly schedule
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Master drawing list for design execution
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Detailed service execution plan
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Engineering detail schedule
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▣ Preparation of Design Specification
1) Overview
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Prepare the design specification after confirming design requirements, work details, and technical notes.
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Use it as a reference for major equipment ITBs and auxiliary equipment bid documents.
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Apply it as the input requirement for all design deliverables.
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2) Scope of Application
– Ensure that technical content and criteria in the design specification are incorporated into all design deliverables.
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▣ Design Tasks
1) Work Details
– Document detailed criteria for each field, including design overview, scope of application, applicable codes and standards, general design and piping layout criteria, piping stress analysis standards, and pipe support design criteria.
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2) Detailed Objectives
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Reflect design conditions, work details, and technical notes.
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Apply applicable codes and standards.
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Incorporate data collected during site surveys and facility visits (site conditions, operating status, etc.).
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▣ Preparation of Design Input/Output List
1) Overview
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After confirming design tasks and technical requirements, prepare an input/output list to request design data from relevant departments and manage submission status continuously.
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Indicate expected submission dates for input data based on deliverable schedules to ensure systematic management.
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2) Scope of Application
– Ensure that the latest confirmed input data is always applied to all piping design deliverables.
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3) Work Tasks
– Collect necessary design input data from relevant departments to meet design requirements and efficiently perform piping design, then prepare the input/output list accordingly.
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▣ Estimation of Design Personnel Requirements
1) Overview
– Select personnel capable of performing design tasks—document and drawing preparation, review and approval, and coordination with contractors and departments—and establish the design team structure.
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2) Scope of Application
– Select personnel by task prior to starting design activities and distribute the organization chart to ensure smooth design execution.
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3) Work Tasks
– After selecting design personnel, prepare an organizational chart and establish a monthly manpower mobilization plan
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▣ Establishing Training and Education Plans
1) Overview
– Summarize design tasks specified in the contract and prepare training and education plans for design personnel (including budget allocation in the project execution plan).
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2) Scope of Application
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After training, maintain records such as training materials and attendance logs.
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For external training participants, conduct follow-up training for staff who were unable to attend.
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3) Work Tasks
– Establish training and education plans for design personnel and manage implementation to ensure training is carried out as scheduled.
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▣ Preparation of Design Document and Drawing List
1) Overview
– Review contract requirements and prepare lists of all design documents and drawings required during the design stage (categorized by deliverable type and purpose, with expected submission dates).
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2) Scope of Application
– Prepare design document and drawing lists, coordinate with the client if necessary, and distribute the finalized lists to relevant personnel.
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3) Work Tasks
– Collect design input data from relevant departments, prepare design document and drawing lists, and manage the finalized lists efficiently throughout the design period.
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▣ Establishment of the Design Outsourcing Plan
1) Overview
– To produce high-quality deliverables, a design outsourcing plan must be established.
The outsourcing plan should describe the scope of work, limits of responsibility, execution plans and direction, criteria for contractor selection and evaluation, contractor management system, and procedures for performing outsourced tasks.
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2) Outsourced Design Execution Plan
– Establish an appropriate outsourced design execution plan that enables the selected contractor to perform design tasks promptly and allows for effective management.
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3) Outsourcing Execution Strategy
– Major design deliverables should undergo verification by internal experts to prevent design errors and improve quality. Outsourced tasks should focus on ensuring adherence to the design schedule.
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4) Considerations for Selecting a Design Outsourcing Contractor
– When selecting a design outsourcing contractor, consider the firm’s expertise in the relevant design field, service cost, execution capability, contributions to the company, and any contractor recommended by the client.
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5) Evaluation and Management of Outsourcing Contractors
– To ensure that the contractor faithfully performs the outsourced design services and to manage them efficiently, conduct quarterly evaluations based on established performance criteria.
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6) Determining the Scope and Cost of Outsourced Design Work
– For efficient execution of outsourced piping design work, clearly distinguish the scope of tasks and calculate the total outsourcing cost by multiplying the unit outsourcing rate per M/H by the total M/H required for deliverable preparation. Reflect the calculated amount in the project execution budget.