Risk management and control method for coping with EPC project design optimization implementation process

Abstract

The invention belongs to the technical field of EPC project design, and discloses a risk management and control method for coping with an EPC project design optimization implementation process, and the method comprises the following steps: S1, building a three-layer five-step design management system, and setting a clear work target and a time node at each stage to ensure the orderly promotion of work; s2, determining the design basis and design requirements of the total contracted project of the project, and perfecting each design management system; s3, design risk identification: carrying out judgment, classified arrangement and risk property determination on engineering project design risks; s4, whole-process design risk prevention and control; and S5, design ending stage risk control. According to the method, the effect of fully reducing the risk in the EPC project design optimization process can be achieved, and the degree of satisfaction of owners and the project delivery progress are improved.

Description

Technical Field

[0001] The present invention relates to the technical field of EPC project design, and in particular to a risk management and control method for an EPC project design optimization implementation process. Background Art

[0002] The EPC model refers to a contracting method in which a contractor is responsible for the entire process of design, procurement, construction and delivery of the entire project. The contractor is fully responsible for the quality, safety, construction period and cost of the project. Since EPC projects are often highly systematic and complex, they are easily affected by various factors, which also leads to an increase in project risks. Therefore, the general contractor must do a good job in risk management and control to ensure the smooth implementation of the project.

[0003] Effective control of risks in the design phase of EPC projects is also the basis for implementing project progress control, cost control, and quality control, and is directly related to the successful realization of project goals. Although the design phase is only one part of the entire cycle of EPC project implementation, 80%-90% of the project investment is determined by the design phase. Reducing costs through other means is extremely limited and dangerous. The quality and duration of the project are inextricably linked to the design.

[0004] At present, the design of EPC projects mainly relies on design institutes, and there is a lack of an effective design optimization system for EPC projects to achieve risk management methods. Therefore, the present invention provides a risk management method for the EPC project design optimization implementation process, which can comprehensively discover and control risks in the EPC project design stage to ensure the progress of the EPC project. Summary of the invention

[0005] In order to solve the above problems, the present invention provides a risk management method for the EPC project design optimization implementation process.

[0006] The above technical objectives of the present invention are achieved through the following technical solutions: A risk management method for the EPC project design optimization implementation process, comprising the following steps:

[0007] S1. Establish a "three-level, five-step" design management system, set clear work goals and time nodes at each stage to ensure the orderly progress of work;

[0008] S2. Clarify the design basis and design requirements of the engineering general contracting project and improve various design management systems;

[0009] S3. Design risk identification: judging, classifying and determining the nature of the design risks of engineering projects;

[0010] S4. Risk prevention and control in the whole process design;

[0011] S5. Control of risks in the final stage of design.

[0012] Furthermore, in step S1, the three layers refer to the three-layer management system of the head office, branch company, and project department at a macro level; the five steps refer to the project management execution steps: the first step is to establish a project management platform and weekly design meetings; the second step is on-site investigation and geological survey; the third step is centralized office design optimization; the fourth step is to determine the design plan and stable boundary conditions; the fifth step is construction drawing design and design approval.

[0013] Furthermore, in step S2, when clarifying the design basis and design requirements of the engineering general contracting project, technical communication should be strengthened, such as scope, content, depth, interface, progress requirements, quality standards, design conditions and task book.

[0014] Furthermore, timely communication and confirmation with relevant teams are carried out to coordinate the work of all parties in terms of design quality and depth as well as the time limit for providing design drawings that meet construction requirements.

[0015] Furthermore, in step S3, when design risk identification is conducted, the design director coordinates and organizes professional subcontractors and design institutes to jointly identify the risks, using methods such as brainstorming, on-site inspections, and risk checklists, and using the form tools in the PIMS project integration management system to identify each risk item by item according to the risk classification method.

[0016] Furthermore, in step S4, when carrying out the whole process of design risk prevention and control, the basic concepts and methods of value engineering are used to plan the project as a whole, and the design plan is compared, optimized, implemented, checked, fed back, and improved through the PDCA cycle management principle to carry out full-professional and full-process design risk prevention and control.

[0017] Furthermore, when planning design management, we should focus on preventing and controlling design risks and do the following: deepen contract terms to assist design management; identify owner needs and clarify definition documents; optimize design limits and compare similar indicators; consolidate design integration and improve economic indicators.

[0018] Furthermore, in step S5, the construction unit should actively participate in the design and attach importance to the design explanation and drawing review.

[0019] In summary, the present invention has the following beneficial effects:

[0020] 1. In terms of design quality and depth, as well as the time limit for providing design drawings that meet construction requirements, timely communicate and confirm with relevant teams and coordinate the work of all parties. Strictly implement the design three-review and two-review system, clarify the responsible persons for each profession, and ensure the quality of the drawings. Apply design insurance to bear the corresponding losses or economic compensation responsibilities;

[0021] 2. When clarifying the design basis and design requirements of the engineering general contracting project, the limit design target should be reasonably determined, and the limit targets should be decomposed and implemented item by item based on the division units of each specialty and unit project. Brainstorming should be done, and the technical and economic comparison method should be adopted to optimize the design scheme. To balance the limit targets, a centralized decision-making method should be adopted, and all specialties should be comprehensively balanced and jointly recognized to avoid major design changes in the future. Timely review and summary, accumulate experience and lessons and data indicators, and provide valuable information for similar projects in the future;

[0022] 3. Use the form tool in the PIMS project integrated management system to identify each item according to the risk classification method, brainstorm, form a full-process design management risk register, and compile a design risk classification table and design risk fishbone diagram for design compliance, design rationality, design duration, project definition risk, design management and other design risks to reduce the risk level of the EPC project design optimization process;

[0023] 4. Through the PDCA cycle management principle, the design planning is compared, optimized, implemented, checked, fed back and improved, and the risk control of the whole professional and whole process design is carried out, so as to achieve value creation and realize the goal of "shorter construction period, higher quality, better investment and lower cost";

[0024] 5. In general EPC consortium contracts, design contracts are all general design contracts. In internal contracts, plans need to be made to divide the design contract amount, and special design fees are allocated for the design of water, heating, electricity, decoration, curtain wall, intelligence, gardening, etc. It is also clear that if the special design capabilities of the design institute in the later stage do not meet the requirements, the leading party can allocate special design fees to recruit relevant special design management units for special design, which can effectively avoid the extension of the design period and the owner's dissatisfaction with the design results caused by insufficient special design capabilities in the later stage;

[0025] 6. After the project enters the site, it is necessary to benchmark similar projects, compare feasibility study indicators, and reasonably divide the limits based on the owner's requirements. At the same time, carry out subsequent design work based on the limits, require the design institute to conduct preliminary design, and provide design estimates to ensure that the project design estimate is within the owner's investment estimate. BRIEF DESCRIPTION OF THE DRAWINGS

[0026] Figure 1 is a schematic diagram of a flow chart of an embodiment of the present invention; DETAILED DESCRIPTION

[0027] The technical solutions in the embodiments of the present application will be clearly and completely described below in conjunction with the drawings in the embodiments of the present application; obviously, the described embodiments are only part of the embodiments of the present application, rather than all the embodiments, and all other embodiments obtained by ordinary technicians in this field based on the embodiments in the present application without making creative work are within the scope of protection of the present application.

[0028] like Figure 1 As shown, the embodiment of the present application discloses a risk management method for coping with the EPC project design optimization implementation process, including the following steps:

[0029] S1. Establish a "three-level, five-step" design management system, set clear work goals and time nodes at each stage to ensure the orderly progress of work;

[0030] Among them, the three layers refer to the three-layer management system of head office, branch company and project department at a macro level;

[0031] The five steps refer to the project management execution steps: the first step is to establish a project management platform and design weekly meetings; the second step is on-site investigation and geological survey; the third step is centralized office design optimization; the fourth step is to determine the design plan and stable boundary conditions; the fifth step is construction drawing design and design approval;

[0032] S2. Clarify the design basis and design requirements of the engineering general contracting project. When clarifying the design basis and design requirements of the engineering general contracting project, strengthen technical communication, such as scope, content, depth, interface, progress requirements, quality standards, design conditions and task books, etc.; improve various design management systems, communicate and confirm with relevant teams in a timely manner in terms of design quality and depth and the time limit for providing design drawings that meet construction requirements, coordinate the work of all parties, strictly implement the design three-proofreading and two-review system, clarify the responsible persons of each profession, ensure the quality of drawings, and use design insurance to bear the corresponding losses or economic compensation responsibilities;

[0033] S3. Design risk identification: judge, classify and determine the nature of the design risks of the engineering project. The design director will coordinate and organize professional subcontractors and design institutes to jointly identify the risks. Brainstorming, on-site inspection, risk checklist and other methods will be used. The form tools in the PIMS project integrated management system will be used to identify each item according to the risk classification method. Brainstorming will be conducted to form a full-process design management risk register. A design risk classification table and a design risk fishbone diagram will be compiled for design compliance, design rationality, design duration, project definition risks, design management and other design risks to reduce the risk level of the EPC project design optimization process.

[0034] S4. Risk control of the whole process of design. With the basic concept and method of value engineering, the project is planned as a whole. The design plan is compared, optimized, implemented, checked, fed back and improved through the PDCA cycle management principle. Risk control of the whole profession and the whole process is carried out to achieve value creation and realize the goal of "shorter construction period, higher quality, better investment and lower cost";

[0035] When planning design management, focus on the prevention and control measures for design risks, and do the following: deepen the contract terms to help design management; identify the needs of the owner and clarify the definition documents; optimize the design limits and compare similar indicators; consolidate design integration and improve economic indicators;

[0036] S5. Pay attention to the following two points in risk control during the design closing phase:

[0037] The construction unit should actively participate in the design; for a long time, the design unit in my country has been planning the construction blueprint, and then the construction unit has been constructing according to the blueprint. Many practitioners in the design industry are engaged in design work full-time, lack experience and knowledge in construction, and have little understanding of new materials and new processes. Reflected in the design practice, there is often a situation where the construction drawing design is out of touch with the actual situation, which is easy to cause construction waste, and it is easy to affect the construction period and construction quality, and reduce the investment benefits. The effective way to change this phenomenon is for the construction unit to participate in engineering design or design and construction integration.

[0038] Attach importance to design briefing and drawing review; the purpose of design briefing and drawing review is: on the one hand, to make the construction unit and all participating units familiar with the design drawings, understand the project characteristics and design intent, find out technical difficulties, and develop solutions; on the other hand, to solve the problems existing in the drawings and eliminate the quality risks in the drawings in the bud.

[0039] This application can bring the following effects: when clarifying the design basis and design requirements of the engineering general contracting project, reasonably determine the limit design target, divide the units into various disciplines and unit projects, decompose and implement the limit targets layer by layer, brainstorm, and adopt the method of technical and economic comparison to optimize the design plan. To balance the limit targets, a centralized decision-making method should be adopted, and all disciplines should be comprehensively balanced and jointly recognized to avoid major design changes in the future. Timely review and summarize, accumulate experience and lessons and data indicators, and provide valuable information for similar projects in the future.

[0040] In general EPC consortium contracts, design contracts are all design general contracting contracts. In internal contracts, plans need to be made to divide the design contract amount, divide special design fees for the design of water, heating, electricity, decoration, curtain wall, intelligence, gardening, etc., and make it clear that if the special design capabilities of the design institute in the later stage do not meet the requirements, the leading party can divide the special design fees and recruit relevant special design management units for special design, which can effectively avoid the extension of the design period and the owner's dissatisfaction with the design results caused by insufficient special design capabilities in the later stage. After the project is won, the design party will sort out the project design input conditions according to the bidding documents and the owner's needs, and sort out the factors that affect the further development of the design one by one, actively feedback to the owner, grasp the owner's actual ideas and expectations for the project, clarify the design intent, obtain accurate planning indicators and conditions, design task books and other documents, and provide effective and sufficient basis for the later engineering design. Combined with the project contract, bidding documents, etc., the project delivery standards and delivery interface are compiled to provide boundary conditions for the design.

[0041] The above is only a preferred embodiment of the present invention, and the protection scope of the present invention is not limited to the above embodiments. All technical solutions under the concept of the present invention belong to the protection scope of the present invention. It should be pointed out that for ordinary technicians in this technical field, some improvements and modifications without departing from the principle of the present invention should also be regarded as the protection scope of the present invention.

Claims

1. A risk control method for the EPC project design optimization implementation process, characterized by: The steps include: S1. Establish a "three-level, five-step" design management system, set clear work goals and time nodes at each stage to ensure the orderly progress of work; S2. Clarify the design basis and design requirements of the engineering general contracting project and improve various design management systems; S3. Design risk identification: judging, classifying and determining the nature of the design risks of engineering projects; S4. Risk prevention and control in the whole process design; S5. Control of risks in the final stage of design.

2. A risk management and control method for the EPC project design optimization implementation process according to claim 1, characterized in that: In step S1, the three layers refer to the three-layer management system of the head office, branch office, and project department at a macro level; The five steps refer to the project management execution steps: the first step is to establish a project management platform and weekly design meetings; the second step is on-site investigation and geological survey; the third step is centralized office design optimization; the fourth step is to determine the design plan and stable boundary conditions; the fifth step is construction drawing design and design approval.

3. The risk management method for the EPC project design optimization implementation process according to claim 2 is characterized by: In step S2, when clarifying the design basis and design requirements of the engineering general contracting project, strengthen technical communication, such as scope, content, depth, interface, progress requirements, quality standards, design conditions and task book.

4. The risk management method for the EPC project design optimization implementation process according to claim 3 is characterized by: In terms of design quality and depth, as well as the time limit for providing design drawings that meet construction requirements, timely communicate and confirm with relevant teams and coordinate the work of all parties.

5. The risk control method for the EPC project design optimization implementation process according to claim 4 is characterized by: In step S3, when design risk identification is carried out, the design director coordinates and organizes professional subcontractors and design institutes to jointly identify the risks, using methods such as brainstorming, on-site inspections, and risk checklists, and using the form tools in the PIMS project integration management system to identify each risk item by item according to the risk classification method.

6. The risk management method for the EPC project design optimization implementation process according to claim 5 is characterized by: In step S4, when conducting full-process design risk prevention and control, the project is planned as a whole based on the basic concepts and methods of value engineering, and the design plan is compared, optimized, implemented, checked, fed back, and improved through the PDCA cycle management principle to conduct full-professional and full-process design risk prevention and control.

7. The risk control method for the EPC project design optimization implementation process according to claim 6 is characterized by: When planning design management, focus on the prevention and control measures for design risks and do the following: deepen the contract terms to help design management; identify the needs of the owner and clarify the definition documents; Optimize design limits and compare similar indicators; consolidate design integration and improve economic indicators.

8. The risk management method for the EPC project design optimization implementation process according to claim 7 is characterized by: In step S5, the construction unit should actively participate in the design and attach importance to design briefing and drawing review.

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