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ProjectTeam®The EPCP® ‐ EPC Professional

Certification Program

A training curriculumtailored for project managers in

Plant Engineering, Procurement and Construction (EPC)

© ProjectTeam® EPCP® Certification Program Rev 04

PROJECT TEAM

Certification Program

ProjectTeam® – the EPCP® ‐ EPC Professional

Certification Program for Project Managers in Plant Engineering, Procurement and Construction

We serve the EPC industry. Exclusively.

We have the expertise for your project.

Whatever scale, wherever in the world.

Energy

Oil & Gas

Chemical


PROJECT TEAM

The EPCP® ‐ EPC Professional Certification Program

Executive Summary ProjectTeam® is the exclusive editor of the “Project Management Handbook for EPC”, a comprehensive manual that – for the first time ever – documents and defines the commonly recognized project management practices throughout the EPC industry world‐wide. Due to the fact that never before a comparable body of knowledge specifically for the EPC industry has been published, this Handbook has the unique potential to evolve as the leading standard in EPC business in the world. ProjectTeam® is established as a world‐wide organization that provides a portfolio of services specifically tailored to the needs of the EPC industry for industrial plants. These services include the ProjectTeam® Global Experts Network for consulting and project support services in EPC project management, contract management and risk management and the training and certification program for “EPCP® – EPC Professionals”. A recruiting platform for EPCP® world‐wide is currently under development. ProjectTeam® is cooperating with international institutes and training providers to implement a certification program for project managers specifically for plant engineering, procurement and construction projects. The content of this training curriculum and certification program is based on the 18 modules of the “Project Management Handbook for EPC”. Cooperation partners of ProjectTeam® are executing the predefined training modules under the license of ProjectTeam® within several countries world‐wide. The participants of the EPCP® certification program are project management professionals that have already gained project management qualifications, e.g. through CEPM®, IPMA®, PMI® or Prince2® certifications. They work or seek to work for the owners/ operators of plants, for EPC contractors or for engineering or construction companies involved in EPC contracts or other companies serving the EPC industry. ProjectTeam® and EPCP – EPC Professional® are registered trademarks.


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1 – The EPCP® Certification Program

Let’s grow together in a global EPC world

The certification program EPCP® – EPC Professional is being established world‐wide as an advanced certification program for project managers in the EPC industry, on top of the more universal project management certification programs of CEPM®, IPMA®, PMI® or Prince2®. The professionals passing the EPCP® certification shall have a very high level of EPC project management knowhow and be capable to hold management functions in large EPC projects, such as project managers, site managers, contract managers, commercial project managers, engineering managers or schedulers. The EPCP® certification shall guarantee a reliable high quality level for staffing needs by the EPC industry throughout the world. Currently most large EPC companies have defined corporate internal qualification programs for the development of their project managers. The qualification criteria established by these companies are similar and comparable. Objective of the EPCP® certification is to standardize these criteria throughout the industry. The grading system consist of three levels, the Junior EPCP® after having passed the exam of the first‐level seminar, the Advanced EPCP® after having passed the exams of the second‐level seminars, and the Senior EPCP® after having proven 5 years of operational experience in EPC project management positions.


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Through this program the industry will benefit in their global recruiting by finding applicants on the job market who have been certified to have defined competencies tailored for the EPC business. The applicants themselves will benefit from the certification scheme by increased attractiveness and visibility on the job market and potentially higher salaries than non‐certified staff. The program shall intentionally be offered in English only and not translated into any other language, as English is the language of communication in EPC contracts. Applicants without sufficient English language skills will not be able to pass the Level 1 EPCP® exam. Applicants shall commit to a code of conduct based on basic business ethics, compliance, anti‐corruption and tolerance of different cultures and religions. The certification scheme builds on the following elements:

(1) Entry requirement: Certification by

CEPM®, IPMA®, PMI® or Prince2®. A generic project management background and English language skills are required to benefit from the trainings.

(2) Participation to the Level 1 Training “Project Management for EPC” including EPCP® exam leads to EPCP® Level 1 (Junior Level)

(3) Participation to the Level 2 training modules including corresponding exams and professional experience of at least 2 years in the EPC industry leads to EPCP® Level 2 (Advanced Level)

(4) English test – fluent language skills

(5) Education background of the applicant requires university degree and supplementary professional education. Non‐academic applicants may be accepted with stronger requirements on education and experience.

(6) Participation to general training modules related to behavioral skills, e.g. communication, team building, conflict management etc.

(7) In addition professional experience of at least 5 years in the EPC industry leads to Level 3 (Senior Level)

Universal PM Certification

English test

Professional education

and general courses

Softskills trainings

Level 1 EPCP® Training incl. exam

Level 3 EPCP® Professional Experience

min. 5 years in EPC

Level 2 EPCP® Training Modules incl. exams

min. 2 years in EPC


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Entry requirements: Any one of the universal PM certificates (minimum requirement): CIPM® Certificate in Project Management by CEPM® ‐ see www.cepm.com IPMA® Level C certification – see www.ipma.world PMP® certification by PMI® ‐ see www.pmi.org Prince2® Practitioner certification by Axelos – see www.axelos.com Applicants for EPCP® certification can register to the program by email to info@project‐team.org. The registration includes the submittal of documents providing evidence that the admission criteria are met. Each accepted applicant will be assigned an identification number that will be maintained through the specific trainings and the exams. Applicants are requested to agree to the recording of their personal data. The web‐system and database complies with legal data security requirements. The certificates will not expire, once issued.

Global Recruiting Services for EPCP® ‐ EPC Professionals Applicants who have successfully passed the EPCP® exam have the possibility to

accept the transfer of their data to an EPCP® database. This registration will require a renewal every three years with an update of the CV and of the contact information.

By registering in the EPCP® database, the certified EPC Professionals will receive job offers that exactly match the criteria of inquiries placed by employers. The service is free of charge to the EPCP®.

Employers can approach ProjectTeam® or recruiting cooperation partners of the ProjectTeam® Global Experts Network through direct contact. A service fee of two monthly salaries will be charged for each successful employment contract to the employer. ProjectTeam® is working with recruiting cooperation partners world‐wide who will review, interview and preselect candidates before proposing candidates to the employer, and will coordinate and – when desired – participate during the first direct contact.


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2 – The EPCP® Training Modules

Become one of the world’s leading experts in EPC project management for large industrial plants projects. Join the EPCP® Training Program now!

The training modules specific to project management in EPC projects are offered as course based trainings provided by accredited training companies. These training modules are not only targeted at EPCP® applicants, but to all professionals working in the EPC business. Courses such as “Scheduling”, “Cost Management”, “Contract Management” or “Risk Management” are very likely attractive to an even larger market, such as infrastructure.

Project Life Cycle Project Plan Project Organization

Scope Communication Contract

Time & Resources Cost Risk

QHSE Performance Control Documentation

Information Configuration Licensing

Engineering Procurement Construction


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Independent training providers world‐wide – once accredited – have the freedom to place the course based training modules in their local training program at prices that fit to the market. Training presentations and handouts are provided by ProjectTeam® against the license fee. The use of the trademark of ProjectTeam® shall guarantee a defined high quality level and provide trainees with the opportunity to get a course accepted in a later EPCP® curriculum, even if this is not planned from the beginning. Participants who are certified as PMP® will be able to claim PDU’s for the seminars, as all training providers are also accredited by PMI® as registered education providers. The 18 EPCP® Training Modules are developed by ProjectTeam® based on the “Project Management Handbook for EPC”. The training curriculum is structured into 7 group‐seminars with a total duration of 10 days: (1) Level 1 Seminar – Project Management for EPC

This 3‐day‐seminar is giving an overall introduction to all 18 modules, with learning presentations and group exercises specifically using examples from the EPC industry. Seminar description and agenda see next pages.

(2) Level 2 Seminars

These seminars of each one day (time schedule: 2 days) are intensive group exercises based on the overall introduction training (Level 1). Learning presentations provide more in‐depth knowledge of the relevant modules and group exercises are aimed to practice the application of the knowledge in use‐cases from the EPC industry. The seminars can be taken in random order and are independent each from another.

Participants’ benefit:

Presentations based on the content of the „PM Handbook for EPC“ Get the „tool box“ for direct application in your own projects Exercises to learn how to apply the „tool box“ Small seminar groups for interactive learning success Meet and exchange experiences with other managers of the EPC industry Certificate acknowledged for the EPCP® Certification


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The EPCP® Training Curriculum

Level 1 Seminar

Seminar 01 Project Management for EPC

Module 01 – Project Life Cycle & Bidding

Module 02 – Project Planning

Module 03 – Project Organization

Module 04 – Scope

Module 05 – Communication

Module 06 to 09 – Introduction

Module 10 – QHSE

Module 11 – Performance Control

Module 12 to 18 – Introduction

3 days

Level 2 Seminars

Seminar 02 Contract Management and FIDIC Seminar

Module 06 – Contract Management

1 days

Seminar 03 Time Scheduling Seminar

Module 07 – Time & Resources

2 days

Seminar 04 Commercial Management Seminar

Module 08 – Cost

1 days

Seminar 05 Risk Management Seminar

Module 09 – Risk

1 day

Seminar 06 Engineering and Procurement Seminar

Module 12 – Document Management

Module 13 – Information Management

Module 14 – Configuration Management

Module 15 – Licensing

Module 16 – Engineering Processes

Module 17 – Procurement

1 days

Seminar 07 Construction Seminar

Module 18 – Construction & Commissioning

1 day


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EPCP® Training Module 01

Project Management Seminar for EPC

Training Module available since 2017: Project Management Seminar for EPC – Engineering/ Procurement/ Construction

The 3‐day‐Seminar “Project Management for EPC” is targeting project managers and professionals working in EPC (Engineering, Procurement and Construction) projects for industrial plants, such as power plants, refineries, oil and gas and the chemical industry. The content of the training is based on the “Project Management Handbook for EPC”. As an advanced project management seminar, some basic knowledge of project management (ISO 21500) is helpful to take the full benefit from this seminar.

The Training Module 01 of the EPCP® Certification Program is developed as the entry seminar for project managers to the EPCP® program. It provides a comprehensive overview about the project management process knowledge of the full program. As a “teaser” it will motivate participants to enter into further more detailed trainings of the EPCP® curriculum.

In this seminar participants will learn:

To understand the context of project management in standards like PMI® (PMBoK) and to apply them to engineering/ procurement/ construction (EPC) projects for industrial plants

To establish a project plan considering all aspects relevant for EPC projects To set‐up a project organization for large EPC projects To manage scope and contract and to defend your claims To plan and control costs, cashflow, schedule and risks To understand the role of Quality and HSE (Health, Safety and Environment)

Management in Construction Projects To control your project pro‐actively using reporting tools, KPI’s and trends To understand the engineering, procurement and construction processes and tools and

their interaction in project management


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EPCP® Training Module 01 Project Management Seminar for EPC

1st Day 09.30 – Start of the first Day

01 Welcome (interactive) Introduction of the Trainer Introduction of the Participants Expectations of the Participants

02 Introduction to EPC Projects (interactive) What is special to EPC Projects? Experiences of the Participants

Morning Break

03 The Project Life Cycle The EPC Cycle From Inquiry to Warranty The PMI® Project Life Cycle

04 A Reference to Project Management Standards ISO Standards IPMA® Project Management Institute PMI® ProjectTeam® ‐ The PM Handbook for EPC

05 Bidding for the EPC Contract Feasibility and Pre‐Qualification Project Rating and Bid/ No Bid Bid Preparation Introduction to FIDIC Contracts Bid Review and Contract Review

Exercise: The Compliance Matrix (interactive) Working with Assumptions, Clarifications,

Exclusions

13.00 – Business Lunch

06 Planning the EPC Project Project Initiation: The Project Charter Project Planning Establishing internal and external Project

Procedures

07 Project Organization for large EPC Projects The external and internal Project Organization Governance processes with Executive

Management Roles and Responsibilities in a Project Organization Integration and Interface Management Managing Human Resources in a Project

Exercise: A Project Organization (interactive) Develop the org‐charts for our sample project

Afternoon Break

08 About Communication in a Project Stakeholder Management The Communication Plan Lessons Learned

Exercise: Stakeholders (interactive) Understand key stakeholders in our sample

project

Wrap‐up of the 1st day (interactive)

17.30 – End of the first Day, Get‐Together

2nd Day09.00 – Start of the 2nd Day

Warm‐up for Day 2 (interactive) Recap of the 1st Day, Q&A

09 Managing the Scope Project Structures The Definition of Work‐Packages and the WBS Assigning the Work

Exercise: The Responsibility Assignment Matrix Mapping OBS and WBS

10 About Contract and Claim Management Setting up Contract Management in a Project Contract Awareness Preventive and Active Claim Management Scope and Cost Change Control

Morning Break

11 Managing Time The Scheduling Organization and Procedures How to develop the Time Schedule Freezing the Baseline and controlling changes Applying look‐ahead schedules Tracking physical progress

Exercise: The Critical Path Analysis (interactive) Identify the critical path of a project Perform a schedule risk analysis How schedule risks change the critical path


12 Managing Resources Quantitaive and qualitative resource planning

13 Managing Costs and Cash The Commercial Organization and Procedures Develop the cost plan/ budgets Costs, overhead and profit Budget freeze and budget change control Controlling Costs and Earned Value Payment schedule and Cash Flow Planning Controlling cash and payments

Exercise: Earned Value Analysis (interactive) Determine PV, EV, AC, CPI and EAC

Afternoon Break

14 Business Administration Financing, Taxes, Guarantees, Insurances Legal and Corporate Compliance

15 Managing Risks Identification and evaluation of risks Risk mitigation Managing the risk exposure and risk

contingencies

Exercise: Risk Exposure (interactive) Determine the actual risk exposure of a project

Wrap‐up of 2nd Day (interactive)

17.30 – End of the second day

3rd Day 09.00 – Start of the 3rd Day

Warm‐up for Day 3 (interactive) Recap of the 1st and 2nd Day, Q&A

16 Quality, Health & Safety and Environment Standardization in QHSE Quality Management and Quality Control HSE Management in Construction Projects

17 Performance Control and Reporting Internal Project Management Reporting Reports, KPI’s and Trend Curves Executive reports and Client reports The monthly reporting cycle

Exercise: Performance Control (interactive) Review the reports and discuss actions

Morning Break

18 Engineering Processes The Engineering Disciplines Engineering IT Improving Engineering Efficiency

19 Technical Configuration Management Quality Gates, Design Reviews, Design Freeze Technical Change Management Data Exchange and Data Life Cycle

Exercise: Technical Changes (interactive) Review the change and discuss consequences

20 Licensing Management The Requirements Management Process The Construction and Operation License


21 Document Management Document Planning: the Master Document List Generation of Documents Tracking Document Submittals and Approvals

22 Procurement Material Take‐Off Purchasing: Solicitation and Supplier Selection Tracking Procurement, Manufacture, Shipping Material Management on Site

23 Construction Site Organization and Logistics Aspects of International Construction Sites The Construction Processes Site Coordination and Supervision

Afternoon Break

24 Commissioning Mechanical Completion Management Plant Commissioning and Testing

25 Information Management The project‐specific IT Architecture Data Security

26 Closing out the Project The Project Closeout Checklist

Wrap‐up of the Seminar (interactive) Mapping Expectations oft he Participants Q&A of the Participants

16.30 – End of the Seminar


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Project Management Handbook for EPCPlant Engineering – Procurement – Construction

This is the most comprehensive collection of know‐how for project managers in the process industry available on the market:

Energy: thermal power plants, nuclear plants Chemical and Petrochemical Plants Refineries, Oil and Gas Facilities

Based on the recognized project management standards such as PMI ® (PMBoK®) and ISO 21500 (2012)

Proven work practices, tools, methods and procedures from real projects, including large scale “mega”‐projects

Up‐to‐date, structured, thoroughly – and still comprehensible and entertaining.

more than 200 pages of project management experiences more than 150 figures, graphics, checklists, many in color

3 – The “Project Management Handbook for EPC” The “Project Management Handbook for EPC” has the potential to become the global project management standard in the EPC business for large industrial plants projects. The Handbook defines the process knowledge of employees working in the project management of large EPC projects, thus it creates the basis for a qualification program. It defines EPC organizations capabilities and processes to manage and execute large projects, thus it creates the basis for benchmarking project organizations. The first edition of the Handbook has been published in August 2014 and is sold world‐wide. The Handbook will be subject to continuous evolution considering feedback from the industry. ProjectTeam® as editor is the exclusive owner of the copyright.

A teaser and the full list of content can be downloaded from www.project‐team.org The Handbook can be ordered by email to info@project‐team.org Price: € 79.90 plus shipment (€ 19.90 world‐wide, reduced shipment rates for EU)


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4 – Who is ProjectTeam®?

Office Germany: ProjectTeam® Einbrunger Strasse 36 40489 Duesseldorf GERMANY

Global Contact: ProjectTeam® International Ltd. Reg. LL15803 MALAYSIA info@project‐team.org www.project‐team.org

ProjectTeam® offers Trainings, Consulting and Services in

Project Management Contract and Claim Management and Risk Management to the

Plant Engineering, Procurement and Construction (EPC) Business.

ProjectTeam® is operating world‐wide through a global network of EPC experts, project management executives and specialized cooperation partners.

ProjectTeam® serves Owners/ Operators as well as EPC Contractors and is strongly focused on the Energy, Oil & Gas and Chemical Industry:

Thermal Power Plants and Nuclear Plants Chemical and Petrochemical Plants Refineries, Oil and Gas Facilities