The various deliverables available as the estimate is progressively developed are shown on Figure 6 below.

Figure 6 maps the extent and maturity of estimate input information (deliverables) against the five estimate classification levels. This is a checklist of basic deliverables found in common practice in the process industries. The maturity level is an approximation of the completion status of the deliverable.

The completion is indicated by the following letters.

  • None (blank): development of the deliverable has not begun.
  • Started (S): work on the deliverable has begun. Development is typically limited to sketches, rough outlines, or similar levels of early completion.
  • Preliminary (P): work on the deliverable is advanced. Interim, cross-functional reviews have usually been conducted. Development may be near completion except for final reviews and approvals.
  • Complete (C): the deliverable has been reviewed and approved as appropriate.

Figure 6

  Estimate Classification
  Class 5 Class 4 Class 3 Class 2 Class 1
MATURITY LEVEL OF PROJECT DEFINITION DELIVERABLES 0% to 2% 1% to 15% 10% to 40% 30% to 75% 65% to 100%
General Project Data  
Project Scope Description General Preliminary Defined Defined Defined
Plant Production/Facility Capacity Assumed Preliminary Defined Defined Defined
Plant Location General Approximate Specific Specific Specific
Soils & Hydrology None Preliminary Defined Defined Defined
Integrated Project Plan None Preliminary Defined Defined Defined
Project Master Schedule None Preliminary Defined Defined Defined
Escalation Strategy None Preliminary Defined Defined Defined
Work Breakdown Structure None Preliminary Defined Defined Defined
Project Code of Accounts None Preliminary Defined Defined Defined
Contracting Strategy Assumed Assumed Preliminary Defined Defined
Engineering Deliverables  
Block Flow Diagrams S/P P/C C C C
Plot Plans   S C C C
Process Flow Diagrams (PFDs)   P C C C
Utility Flow Diagrams (UFDs)   S/P C C C
Piping & Instrument Diagrams (P&IDs)   S/P C C C
Heat & Material Balances   S/P C C C
Process Equipment List   S/P C C C
Utility Equipment List   S/P C C C
Electrical One-Line Drawings   S/P C C C
Specifications & Datasheets   S P/C C C
General Equipment Arrangement Drawings   S C C C
Spare Parts Listings     P P C
Mechanical Discipline Drawings     S/P P/C C
Electrical Discipline Drawings     S/P P/C C
Instrumentation/Control System Discipline Drawings     S/P P/C C
Civil/Structural/Site Discipline Drawings     S/P P/C C

Estimate Report >

Who we have worked with...

  • Shell
  • BP
  • Statoil
  • Chevron
  • Marathon Oil
  • ENI AGIP KCO
  • Petro-Canada