MEP – DESIGN PROCESS FLOW

KEY ACTIVITIES, ACCOUNTABILITY

AND BENCHMARKING

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MEP DESIGN PROCESS FLOW - LAYOUT
Project Handed over to Execution & Design Team during KOM. receives Client Tender drawings
Design Team requests for “Good for Construction” MEP/Arch/Structural/Interior dwg/3D model

Design team prepares Individual Services Shop/Fabrication Drawings, tracker based on TDS for Class A &
Listed Class B items, Design verification Calculations and Drawing in consultations with SCM, Vendor & PC, for
submission to Client/Consultant

2-D/ 3-D layout preparation for individual services

Project Coordinator (Review of Co-ordinated

Co-ordinated 2-D/ 3-D layout preparation for MEP based on scope layout from execution suitability
perspective, before it is submitted to client)
Co-ordinated Layout and updated tracker along with
individual Service layouts is submitted to client/ consultant.

Client/ Consultant Comment received

Client/ Consultant Approval Received

GFC/TDS issued to site

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DATA SHEET APPROVAL/ MANUFACTURING CLEARANCE PROCESS
Project Handed over to Execution
FLOW team by Sales and PO is placed by
Procurement on a Vendor

Technical
Specs & Qty Specs & Qty Discussions/
Vendor SCM Design clarifications Client/ Consultant
Technical/ Data sheet
Data Sheet Data Sheet
submission & Approval
Data Sheet (Technical info, GA drg, QAP,
Test Certificates, Sample reports, 3rd party

Clearance
Manuf.
Technical/ Data sheet
certification sample report etc as asked by Technical/ Data sheet acknowledgement from
client) submission & Approval PC

Mfg. Clearance
Manufacturing Clearance to Supplier
Confirmation by PC Project Co-
Planning
ordinator
Necessary Co-ordination
between vendor and QA
team
Factory Acceptance
Test at Vendor
premises
Material Delivery to site
post Factory Acceptance
Test

Site
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 Sales Team hands over BOQ, Tech Specs, Approved list of make, Summary of
Communication, Tender Drawings etc. to Design department during Sales Kick
Off Meeting.

Team Lead does project allocation among his or her team members
commensurate to their workload and Competency.

Design activities can be broadly divided into following activities.

Introduction Design Engineers
Activities
1. Technical Data sheet verification & approval
2. Design Verification, Calculations & approval
3. Drawings Preparation, approval and GFC release
4. Material Quantification, Variation Statement
5. Release Technical Clearance for Manufacturing

Note: Design Head must ensure that his team members

read Contract & Tender specification within 4 days of receiving tender
document. Design Head shall maintain a check list to ensure same including
compliance to prevalent ISO standards. www.sterlingandwilson.com | 4
 Based on Specification/Deviation/Prebid Clarification received from Sales team, Designer shares
RFQ (Request for Quote) with material Specification/BOQ description/reference Drawing etc. in
sequence to Planning Team ( to indent Purchase Requisition (PR)) and Buyer(SCM) to respond with
compliant Technical Data sheet (TDS)/Technical Catalogue/General Arrangement Drawing (GA)
from Vendor.

In case there is a cost variance between sales estimation attributed to customer, acceptance of
make selected/single make or technical/Quality compliance and the SCM rate/PO, management
Technical Data approval is sought before communicating to Customer.
Sheet Approval
On release of PO to vendor TDS/GA received form supplier/Vendor is submitted to Client/
Consultant for approval while keeping CH, QA and PE in mail loop. Quality Assurance Plan (QAP),
Inspection & Test Plan (ITP), Factory Acceptance Test (FAT) as per contract is processed parallelly by
QA & SCM with Vendor.

Based on comments received from Consultant/Client, Designer gets revised TDS/GA/calculations

from approves Vendor. Quality Assurance Plan (QAP), Inspection & Test Plan (ITP ), Factory
Acceptance Test (FAT) process is parallelly conducted by QA & SCM with Vendor. This process is
iterated to conclude TDS/GA/QAP etc. approval from Client/ Consultant in Code B/A. (code B is:
work may proceed subject to incorporation of comments, Code A is Final approval)
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 Design Er. prepares Design Verification calculations as per contract or obtains the same from
the Approved SCM selected/Technically compliant Vendor or fills data in the
spreadsheet/Software data input/output, Design Basis Report, Formulate Design Philosophy,
Cause and effect matrix, basis project Contract agreement or on record instructions from
Client/Consultant and submits necessary and sufficient documents to Client/Consultant for
approval.

Based on comments received from Consultant/Client, Designer obtains revised TDS/GA

Calculations Calculation from vendor through SCM or updates the spreadsheet, DBR, Design Philosophy,
approval Software Data etc.. This process is iterated (max 3) to conclude TDS approval from
Client/Consultant in Code B/A. (Code B : Work may proceed subject to incorporation of
comments, Code A is Final approval)

On receipt of approval in Code B the TDS/GA/SLD/Calculation is sent to the Vendor for full
compliance and then on Code A or full compliance by Vendor on Code B documents, Design
Er. releases the approved TDS/GA/SLD/Calculation to Planning/Projects/Quality as Technically
clear for Manufacturing.
On approval of @90%-100% of all Major TDS, Calculations and Drawings on Client
specifications/contract Design Team complies the Quantity variation statement.
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 Based on project scope, Designer prepares Master list of Documents (MDL) TDS/Dwg./Calculation Tracker with
expected date of submission against each document and shares this with
Cluster Head (CH)and Planning Engineer(PE) based on input dates received from SCM.

Based on Good for Construction drawing/s(GFC) issued by Client/Consultant, Designer’s site visit inputs and CH’s
inputs, approved clarification of Request For Information (RFI), the designer prepares MEPF service specific
drawings with quantity schedule on each drawing , based on approved SCM selected vendors TDS/GA, design
Drawing verification/calculations ,S&W or Consultant Standard details. Design Reviewer/Approver to ensure suitable
Preparation, Standard details, Quantification (with Bill of Material & Accessories (BOM)) incorporated in layout drawings, with
Approval & sectional view etc.
GFC
Release Same is circulated by Design Er. with a Transmittal post verification and review by Senior Colleague/s to
Client/Consultant through Document Controller for their approval/comment and also simultaneously the
Advance Copy drawing is submitted to Cluster Head for their review/comments on site feasibility, construction
techniques/Methodology adaptability.

Based on approved calculations, GA/TDS & Client/ Consultant’s comments, the drawing is revised and
resubmitted as above. MDL is updated and circulated every instance a drawing is submitted.

This process is iterative up to receipt of Client/ Consultant approval in Code B/A for calculations, TDS & Drawing.

Note: Design team must vet drawings with latest applicable code/standard and inform to client about
deviations.
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 After receiving Service wise drawing approval, Design Co-Ordinator processes inter
services Co-ordinated Layout Drawing. The services coordination can be a simultaneous
process when S&W is the sole MEP services contractor or a third party coordinator/3D
modeling.
Drawing
Preparation, Same along with individual service wise layout is submitted to client/ consultant, CH
Approval & GFCand Project Engineer (PE )for approval along with updated MDL.
Release
Upon receiving Comments from Client/ Consultant, coordinated drawing is revised and
resubmitted. This process is repeated till final approved layout is received.

Final approved coordinated drawing is released to site as GFC drawing.

Note: Based on client input received and if Sales has agreed to submit Revit 3D model
drawing during client negotiation, same is also to be facilitated.

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 As layout drawing is approved by Client/ Consultant, Designer does
quantification of elements that goes into the drawing and categorise
them as SCM Category A,B and C items specified in Annex.
Cat. A 100%, Cat. B & C specified list( ref Annex.) Technical clearance to
proceed for manufacturing shall be issued by “Design Engineer/Head” Annex. of Cat.
A,B,C Items for
First Variation Statement Shall be published by Design Engineer on Quantification
completion on each Shop Drawings based on Good for Construction(GFC)
Second Variation statement shall be published On approval of @90%-
Quantification 100% of all Major TDS, Calculations and Drawings on Client Annex. For
BOM specifications/contract Design Team complies the Quantity variation Technical
Clearance
statement. Manufacturing

Note: 1. Design team provides tentative quantity for C class items based
on which site team raises Site Requisition (SR) after verification and
making necessary correction.
2. Whenever drawing is revised, comparison is to be done with tender
stage drawing to understand changes and cost implication. Design team
to provide summary of changes to Project Co-Ordinator and Planning
team.
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 After receiving Code A/B approval on Technical Data sheet, Layout drawing and
Calculations, Designer releases Technical clearance for Manufacturing for the specific
Cat. A, B, C material to Planning Engineer and Project Co-Ordinator.

Based on Project time line and Project Revenue Plan, Planning Engineer prioritizes
Manufacturing Clearance in consultation with Project Co-Ordinator.

On completion of approval in Code A/B for the all the requisite drawings/TDS/Design
Manufacturing Calculations/BOQ Variation etc. the Design Engineer will issue a Design Closure
Transmittal formally to all stakeholders and record acknowledgement.
Clearance
Release On initiating of the Project closure/Final Bill process by Construction Team/Planning
Design Team will issue a Print Set of Approved drawings to Site team wherein the Site
Engineer will mark the “final As built modifications/measurement's” on this set and
return the same to design Team to incorporate the site modifications Issue of As Built
Drawings set for the Final Bill submission along with Design Closure Transmittal.

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 MEP – DESIGN PROCESS
KEY ACTIVITIES, ACCOUNTABILITY
AND BENCHMARKING

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Key Activities, Accountability & Benchmarking
To be approved Supported
Activities To be done by Targeted Time line
by by
Receive Project Documents from Within 1 day of
Sales Engineer
Sales team receiving LOI
Read and highlight Important Design
Contract SCC/GCC/Specifications Engineer/Project Design Head 4 days of LOI Receipt
and raise RFI o Sales/PSDB Design Lead
Study Drawings and Prepare Design
Planning/ 3 to 7 days of LOI
Tracker for Engineer/Project Design Head
Cluster Head Receipt
TDS/DWG/Calculations Design Lead
Prepare a resource allocation
plan and Estimate Time for Design Engineer Design Head 1 Day of LOI Receipt
draftsmen and self

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 Key Activities, Accountability & Benchmarking Contd--
-
Activities To be done by To be approved by Supported by Targeted Time line
Assign Resources/arrange for
Design Head/Project Planning/ 2 to 15 days of LOI
external outsourced drafting/design Consruction Head
Design Lead Cluster Head Receipt
support
Extract BOQ description,
First set of Cat A, B in 1
Specifications, Drawings, prepare Planning/
Design Engineer Project Design Lead to 3 days after Activity
and submit RFQ to planning and Cluster Head
3 above
SCM.
Project Visit and Kickoff at site, 1-30 days based on
request Good for Construction Design Head/Project Planning/ Project requirements,
Drawings/Revit Models Design Lead Cluster Head Design
Arch./Interior/Structural/MEPF Review/Workshops etc.
On receipt of agreed Schedule for
DE to deliver 6 to 8 TDS
Vendor TDS from SCM with
per working day/
approved makes of
printed with
Materials/Equipment and Design Engineer Project Design Lead SCM/Planning
Transmittal etc.
technically complete Vendor
complete for delivery
TDS/GA etc. from SCM DE to prepare
the next working day
TDS submission/drawing/calculation

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 Key Activities, Accountability & Benchmarking Contd--
-
Activities To be done by To be approved by Supported by Targeted Time line
First Set of Priority Drawings based
on availablility of allocated resources Design Project Design
As per Project schedule
with Transmittal clearly marking the Engineer/Draftsmen Lead/Head
revisions visavis GFC
DE to fill/update/circulate Design
Design Project Design as per pre-defined
Tracker with every submission to all SCM/Planning
Engineer/Draftsmen Lead/Head frequency
stake holders
On approval of minimum 90% of Within 21 working days
Systems MEPF Bill of Quantity Design Project Design of the 90% approval in
Variation visavis Tender shall be Engineer/Draftsmen Lead/Head Code A/B/D of MEPF
submitted in set format systems
On completion of a all
TDS/Dwg/Calculations
verification/Equipment Selection
received in Code A/B/D Design
Project Design
Engineer shall issue Design closure Design Engineer As per Project schedule
Lead/Head
for the project along with set of
approved drawings/TDS/Calc to
Project team for incorporating as
built details.
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Key Activities, Accountability & Benchmarking Contd--
- To be approved Supported
Activities To be done by Targeted Time line
by by
DE to submit As
built within 14
On receipt of marked as built Design working days of
Project Design
drawings for incorporation of Engineer/Draftsm completed legible
Lead/Head
changes en marked drawings
from Construction
team.
Raise invite and
Handing over and Learnings SCM/Plannin
Project Design share Report/ppt
presentation to Sales, g/Constructi
Lead/Head within 7 Days from
Projects, Planning. on/Sales/BD
Design Closure
SCM/Plannin
Request for Information Project Design
Design Engineer g/Constructi 1 to3 days
preperation Lead/Head
on/Sales/BD

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