Procedure

Title: Design Review Procedure Unique Identifier: 240-53113685

Alternative Reference Number: N/A

Area of Applicability: Eskom

Documentation Type: Procedure

Revision: 3

Total Pages: 20

Next Review Date: September 2021

Disclosure Classification: CONTROLLED

DISCLOSURE

Compiled by Functional Responsibility Authorized by

………………………………….. ………………………………….. …………………………………..

RA Mandavha D. Odendaal M. Koko

Integration Engineer: Senior General Manager: Divisional Executive:
Engineering (Acting) Technology
System Integration

Date: …………………………… Date: …………………………… Date: ……………………………

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CONTENTS
Page
1. INTRODUCTION ...................................................................................................................................................... 3
2. SUPPORTING CLAUSES ........................................................................................................................................ 3
2.1 SCOPE .............................................................................................................................................................. 3
2.1.1 Purpose ..................................................................................................................................................... 3
2.1.2 Applicability................................................................................................................................................ 3
2.2 NORMATIVE/INFORMATIVE REFERENCES .................................................................................................. 3
2.2.1 Normative .................................................................................................................................................. 3
2.2.2 Informative ................................................................................................................................................. 4
2.3 DEFINITIONS .................................................................................................................................................... 4
2.4 ABBREVIATIONS .............................................................................................................................................. 5
2.5 ROLES AND RESPONSIBILITIES .................................................................................................................... 5
2.6 PROCESS FOR MONITORING ........................................................................................................................ 7
2.7 RELATED/SUPPORTING DOCUMENTS ......................................................................................................... 7
3. DESIGN REVIEW PROCEDURE ............................................................................................................................. 8
3.1 OBJECTIVES OF DESIGN REVIEWS.............................................................................................................. 8
3.2 DESIGN REVIEW TYPES ................................................................................................................................. 9
3.3 INTERIM DESIGN REVIEWS ........................................................................................................................... 9
3.4 END OF PHASE DESIGN REVIEWS ............................................................................................................. 11
3.4.1 Background ............................................................................................................................................. 11
3.4.1.1 Stakeholder Requirements Review ................................................................................................. 12
3.4.1.2 Concept Design Review .................................................................................................................. 13
3.4.1.3 Basic Design Review ...................................................................................................................... 13
3.4.1.4 Pre-Enquiry Review ........................................................................................................................ 14
3.4.1.5 Contract Award Review ................................................................................................................... 15
3.4.1.6 Design Freeze Review (Detail Design) ........................................................................................... 15
3.4.1.7 System Integrated Design Review (Detail Design) ......................................................................... 15
3.4.1.8 Pre-Commissioning Review ............................................................................................................ 16
3.4.1.9 Acceptance Testing Review ............................................................................................................ 16
3.4.1.10 Handover Review .......................................................................................................................... 16
3.4.2 Process .................................................................................................................................................... 17
3.4.3 End-of-Phase Design Review Approval and Authorisation ..................................................................... 18
3.4.4 End-of-Phase Design Review Reports .................................................................................................... 19
4. AUTHORISATION .................................................................................................................................................. 19
5. REVISIONS ............................................................................................................................................................ 20
6. DEVELOPMENT TEAM ......................................................................................................................................... 20
7. ACKNOWLEDGEMENTS ...................................................................................................................................... 20

FIGURES
Figure 1 : Interim Design Reviews .............................................................................................................................. 10

TABLES
Table 1 : End-of-Phase Design Reviews ................................................................................................................... 12
Table 2 : End-of-Phase Design Review Panel (Gx New Build and Refurbishment Projects) ................................... 18
Table 3 : End-of-Phase Design Review Panel (Tx Projects) ..................................................................................... 18

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1. INTRODUCTION
The design review procedure provides for the governance that prescribes a series of evaluations to
determine the adequacy, correctness and adherence of designs in achieving objectives at each pre-
defined phase of the design review procedure. The design review procedure is crucial for obtaining
approval and acceptance for designs during the execution of the different phases in the Project Life
Cycle (PLC), thereby authorizing the release to the following phase of the design review process.
Design reviews provide the necessary assurance that all previously set requirements at the end of each
phase has been satisfactorily met. This ensures that a credible basis is set for the next phase in the
PLC. Properly conducted design reviews will assist in avoiding re-work and will reduce the risk of
adversely affecting project deliverables in terms of cost, quality, time and scope.
In order to conduct design reviews, it is essential to define end of phase baselines. These baselines will
describe the requirements that need to be met for each phase/stage in the PLC in terms of designs,
standards and deliverables.

2. SUPPORTING CLAUSES

2.1 SCOPE

This procedure covers the required steps for the execution of design reviews (end-of-phase and interim).

2.1.1 Purpose

The purpose of this procedure is to define the essential steps that are required to ensure that a
structured, systematic and consistent approach is followed when design reviews (end-of-phase and
interim) are conducted.
The execution of these steps ensures that designs conform to requirements (user, technical, legislative,
etc.), designs are correct (calculations, philosophy, etc.) and designs are integrated.

2.1.2 Applicability

This procedure applies to all professionals delegated by the relevant Engineering Centre of Excellence
to perform engineering or engineering design related work in Eskom Holdings SOC Ltd and its
subsidiaries. It, however, does not apply to Nuclear environments.

2.2 NORMATIVE/INFORMATIVE REFERENCES

Parties using this document shall apply the most recent edition of the documents listed in the following
paragraphs.

2.2.1 Normative

[1] 240-43327398: Engineering Policy

[2] 240-46953552: Process Control Manual (PCM) for Plan Technical Effort
[3] 240-43898151: Process Control Manual (PCM) for Perform Verification and Validation
[4] 32-1155: Eskom PLCM Policy
[5] 240-68604731: Design Base Standard
[6] 240-53114026: Project Engineering Change Procedure.

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[7] 240-53114002: Engineering Change Management Procedure

[8] 240-51093273: Control Configuration Changes

2.2.2 Informative

[9] 240-53114190: Internal Audit Procedure

[10] Engineering Profession Act No. 46 of 2000
[11] IEC 61160: Design review
[12] ISO 10007: Quality Management Systems – Guidelines for configuration management
[13] ISO 9001: Quality Management Systems - Requirements
[14] SANS 15288: Systems and software engineering - Systems life cycle processes
[15] SANS 26702: Systems engineering - Application and management of the systems engineering
process.

2.3 DEFINITIONS

Definition Description

Baseline A specification or product that has been formally reviewed and agreed
upon, placed under configuration control and documentation management,
and that thereafter serves as the basis for further development.

Configuration Interrelated functional and physical characteristics of a product defined in

product configuration information.

Design Base The Design Base of an Asset is the combination of those key design
outputs that define the functions, capabilities, capacities, physical sizes
and dimensions (Physical Base), limits and set points, shutdown and start-
up sequences, normal and out of normal operations (Operating Technical
Specification) and maintenance elements (Maintenance Base), that are
required for the asset to meet its required performance, reliability and
availability within the limits of the external constraints.

End-of-Phase Design End-of-Phase Design Reviews are performed to establish design

Review Baselines and to ensure the correctness, completeness, conformance and
integrity of a design. End-of-Phase reviews are performed at key
milestones during a project’s life cycle, normally at the end of a defined
phase in the project.

Interim Design Review Interim Design Reviews are performed on a day-to-day basis by a
professional or team of professionals to review design documentation
issued by an external Design Authority or an Eskom internal Design
Engineering Practitioner.
These reviews are conducted during any phase of a project. Interim
Design Reviews includes the detail review of design documentation.

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2.4 ABBREVIATIONS

Abbreviation Description
BMH Bulk Materials Handling
BOQ Bill of Quantities
C&I Control and Instrumentation
CAPEX Capital Expenditure
CCCC Central Change Control Committee
CM Configuration Management
COE Centre of Excellence
DMS Document Management System
DOR Division of Responsibility
DRC Design Review Committee
DRT Design Review Team
Dx Distribution
EDWL Engineering Design Work Lead
EIA Environmental Impact Assessment
GA General Arrangement
GM General Manager
Gx Generation
LPS Low Pressure Services
MDL Master Document List
P&ID Piping and Instrumentation Diagram
PDE Power Delivery Engineering
PDRA Project Definition Readiness Assessment
PEIC Production Engineering Integration Coal
PFD Process Flow Diagram
PLC Project Life Cycle
PLCM Project Life Cycle Model
SED Station Electrical Diagram
SME Subject Matter Expert
TP Terminal Point
Tx Transmission

2.5 ROLES AND RESPONSIBILITIES

 Design Engineer: The role of the Design Engineer is to perform detail design within his/her field
of expertise. The Design Engineer works closely with the other discipline design engineering
roles in the production of an effectively integrated project design. As the registered professional,
the Design Engineer is ultimately accountable for the technical integrity of the domain design
work as delegated. The Design engineer shall have the required delegation to perform design
from the relevant Centre of Excellence (COE) principal (manager).

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 Lead Discipline Engineer: The role of the Lead Discipline Engineer is to manage the technical
integrity of the design and be accountable for the management of the interfaces within their
specific engineering domain. In addition, the Lead Discipline Engineer coordinate the discipline
specific activities for the particular package/plant/system/asset such as Protection,
Telecommunications, Control, Metering, Turbine, Boiler, Bulk Materials Handling (BMH), Civil,
Electrical, Control and Instrumentation (C&I), Chemical, Low Pressure Services (LPS), etc.
In addition, the Lead Engineer is accountable for the provision and establishment of all
documentation required for a Design Review. The Lead Discipline Engineer is to ensure that a
system of check sheets is being used in the review process and before the design review
package is put together for the end of phase design review meeting he reviews and signs off on
these documents.
 Reviewers: When Eskom acts as the Owners Engineer on a project/package/plant/system/asset,
the interim reviewer(s) shall review the design documentation issued by the Design Authority to
ensure that:
o the design satisfies the stakeholder requirements (i.e. validation of design deliverables
against stakeholder requirements).
o general technical oversight is provided over the design.
When Eskom acts as the Architect Engineer on a project/package/plant/system/asset, the
interim reviewer(s) shall review the design documentation issued by the Design Authority to
ensure that:
o the design satisfies the stakeholder requirements (i.e. validation of design deliverables
against stakeholder requirements);
o the design is integrated by identifying all interfaces with other packages/plant
systems/assets and ensuring that these interfaces are catered for;
o foreseen technical risks are identified and addressed / challenged with the Design
Authority;
o general technical oversight is provided over the design.
When Eskom acts as the Design Authority on a project/package/plant/system/asset, the interim
reviewer(s) shall review the design documentation to ensure that:
o the design satisfies the design requirements;
o all relevant COE design standards, procedures and guidelines have been adhered to;
o the design is suitable and correct (calculations, philosophy, functionality, etc.);
o best COE practices were applied;
o the design is integrated by identifying all interfaces with other packages/plant
systems/assets and ensuring that these interfaces are catered for.
 COE Principal (Manager): The COE manager is the ultimate engineering authority for design
work and is responsible for and is the custodian of technical knowledge within their engineering
domain. The COE manager ensures that his/her respective Design Review Committee/Team
(DRC/DRT) is in place, properly constituted and representative of all relevant COE stakeholders
as required per End-of-Phase design review and ensures implementation and compliance to this
procedure.
 COE Senior Manager: The COE Senior Manager is responsible and accountable for all
engineering work related to their specific discipline (mechanical, civil, electrical, materials
handling etc) and provides assurance for compliance of multidisciplinary work.

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 Engineering Design Work Lead (EDWL): EDWL is an engineering practitioner assigned by a

delegated engineering person to co-ordinate the design work provided by the discipline Design
Engineering roles and integrates this work into a final integrated design product. The EDWL is
the custodian of the requirements set and the interface register between packages and part of
his/her role is to maintain this information. The EDWL remains responsible for the integrity of the
engineering product and is accountable for the overall management of interfaces and delivery of
an integrated product
The EDWL ensures that all End-of-Phase Design Reviews are identified and executed as defined
in this procedure.

 Project Engineering Manager (PEM): The PEM is accountable to plan for design reviews in
conjunction with EDWL and the Project Planner. He / she shall also ensure that Design Reviews
are incorporated into the relevant project’s Master Schedule and programme. The PEM ensures
compliance to this procedure in the project execution environment.

2.6 PROCESS FOR MONITORING

This procedure will be monitored via [9] and self-assessments.

2.7 RELATED/SUPPORTING DOCUMENTS

[16] 240-57934588 : End-of-Phase Design Review Report Template.

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3. DESIGN REVIEW PROCEDURE

Engineering designs are performed either “in-house” or by an external design office. In both cases
design reviews need to be conducted regardless of which design authority generated the documents.
Important to note that the professional accountability can either rest with:
 Eskom, when acting as designer (Eskom the design Authority) or;
 The external design office who works according to their own internal design processes.
In both these instances, the design authority remains responsible and accountable for the correctness of
the design documents, irrespective of whether these documents have been reviewed by Eskom or not.

3.1 OBJECTIVES OF DESIGN REVIEWS

The main objective of the design review procedure is to ensure that on an ongoing basis the plant or
system being designed conforms to all requirements as defined by the various stakeholders. Particularly,
the design review process is implemented to ensure that:
 the plant meets the stakeholder requirements definition (satisfies the customer needs)
 the design is correct (this includes calculations, philosophy, etc. where applicable);
 whether specified or not, that all mandatory and legislative requirements (organizational, local or
national) to which a plant, component or system to which the design pertains needs to comply,
have been identified, stated and verified for compliance;
 the design assumptions are accepted as being reasonable and adequate;
 plant designs will meet previous design reliability and availability or improving on conventional
design reliability or availability;
 the eventual plant, component or system allows, and is equipped for, ease and speed of
maintenance;
 the eventual plant, component or system allows, and is equipped for, ready access and
ergonomically accommodating for normal and abnormal operating;
 adequate safety levels are met in building, operating and maintaining the plant / system;
 capital costs are optimized whilst considering all specified requirements;
 levelized life cycle costs are properly addressed throughout design lifecycle;
 the plant / system can operate safely and reliably within the specified design margins;
 components can be operated within the specified performance and stress ratings;
 all Interfaces with other plants or systems have been identified;
 all interface impacts or cross-coupling are assessed and catered for;
 all necessary design, manufacturing and installation codes and standards are used;
 design methodologies and philosophies are stated and verified as acceptable;
 supply chain considerations are included;
 designs are constructible;
 all IM requirements are identified, evaluated and appropriately addressed;

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 specific risks stemming from the design are identified and stated in the design package, to assist
in the effective review;
 where plant, component or system are likely to be replaced or upgraded in future, that the design
allows for this to be readily achieved;
 based on the value, criticality, etc. of the plant, component or system, that adequate protection,
control, indication, alarm and condition monitoring forms part of the design;
 the reliability of the design is in keeping with the generally accepted Eskom standard of power
generation or transmission installations in South Africa;
 the plant and its elements can be disposed of in a safe and economical manner.

All problem areas identified by the review panel during the design review meetings will be addressed by
the designated engineering team. The engineering team should consider improvements to plant
reliability, availability, design concepts, specifications, plans, schedules, costs, safety, quality,
manufacturing techniques, installation procedures, operation and maintenance procedures. However,
changes to previously set baselines must follow the Project Engineering Change Procedure - 240-
53114026

3.2 DESIGN REVIEW TYPES

Formal reviews are carried out to approve design packages and are performed at key milestones during
the project’s life cycle, normally at the end of a defined phase or stage in the project. It is not practical to
have formal design reviews too frequently due to the time and effort required to arrange, prepare and
conduct these meetings. Hence, in addition to end-of-phase formal reviews, interim or day-to-day
reviews should be held on a regular basis to support technical coordination as well as interface- and
integration management. These reviews assist to avoid miscommunication, interface clashes and the
development of inadequate designs. Hence, two types of design reviews are conducted during the
project lifecycle:
 Interim Design Reviews; and
 End-of-Phase Design Reviews.

3.3 INTERIM DESIGN REVIEWS

3.3.1 Background

Interim Design Reviews are performed on a day-to-day basis during any phase of a project by a
professional or team of professionals to review design documentation issued by an external Design
Authority or an Eskom internal Design Engineering Practitioner as represented in Figure 1. These
reviews are conducted to accept / not accept documentation issued by the Design Authority (internal or
external).

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Issue / Approval

Acceptance/ Non-
acceptance
Design Authority internal reviews (informal, formal) before design
documentation issue from Design Authority

Design and design documentation generation performed by Interim Design Review performed by
Design Authority reviewer(s)

Figure 1 : Interim Design Reviews

Note: Only the Design Authority can approve design documentation. Interim Design Reviewers can only
accept / not accept documentation issued by the Design Authority.
Typical Interim Design Review documentation includes:
 Functional and technical descriptions;
 Design drawings (SEDs, PFDs, P&IDs, General Arrangement drawings, 3D model, etc.);
 Load lists, cable schedules, logic diagrams;
 Design specifications/calculation reports;
 Design manuals and operating manuals.

After the design documentation have been approved (by the Design Authority) and accepted in the
Interim Design Review it could thereafter typically be used for:
 Project sourcing;
 Construction;
 Manufacturing;
 Installation; and/or;
 Design input for interfacing system designs.

3.3.2 Process

Step 1: Distribution of design review documentation

The LDE responsible for the package/plant/system/asset shall evaluate from which parties (LDEs,
SMEs, Configuration Management (CM), etc.) he/she requires comments on the design documentation.
All affected parties and interfacing Centres of Excellence delegates shall be included in the interim
review.
Further distribution of design documentation may occur, as required.

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Step 2: Review of design documentation

All identified reviewers shall perform a design review on the design documentation.
It is the responsibility of the reviewer(s) to:
 Perform the review within the specified time1;
 Prepare detailed review comments (this may include document/drawing redlines, etc.);
 Assign a review status to each reviewed document as specified in the Document Management
System (DMS) - if not specified label as: accepted, accepted with comments or not-accepted.
Step 3: Consolidation of comments
Consolidation of comments within a COE shall occur before comments are returned to the LDE for final
consolidation.
The LDE responsible for the package/plant/system/asset shall assess all received comments and
consolidate as required. The LDE shall also facilitate the resolution of all clarifications and conflicting
comments.
Step 4: Finalisation of interim design review
The LDE responsible for the package/plant/system/asset shall, after consolidation of all received
comments, assign a final review status to each reviewed document.

3.3.3 Documentation and Records Management

All Interim Design Reviews’ consolidated comments as well as the associated design review final
statuses (linked to the reviewed document) shall be formally recorded on the relevant Document
Management System (DMS). The LDE shall be responsible to ensure that this is recorded to ensure
traceability and safekeeping. All individual reviewers shall have access to view the final assigned design
review status for each design review.

3.4 END OF PHASE DESIGN REVIEWS

3.4.1 Background

End-of-Phase Design Reviews are performed to approve design Baselines and to ensure the
completeness, conformance and integrity of a design.
End-of-Phase Design Reviews are performed as required at key milestones during the project’s life
cycle.
The following End-of-Phase Design Reviews are typically performed during the project life cycle,
however not all specified End-of-Phase Design Reviews in Table 1 are necessarily performed during the
execution of a project. The required End-of-Phase Design Reviews for a particular package/plant
system/asset shall be predetermined and agreed as per the Engineering Management Plan. In the event
that any End-of-Phase Design Review is not performed, approval shall be obtained from the General
Manager-Engineering.

1
This time frame could be specified in the relevant contract, specified by the LDE or agreed upon as per Engineering
Management Plan.

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Table 1 : End-of-Phase Design Reviews

Project Phase Gate Project Stage End of Phase Design Review Engineering Baseline
Define Need
Pre-Project
Identify
Planning - -
CRA Alternatives
Stakeholder Requirements Stakeholder
Review Requirements Baseline
Concept Develop
Alternatives
Concept Design Review Concept Design Baseline
Select Single
DRA Solution
Basic Design Review Basic Design Baseline
Definition Develop Solution 2 Acquisition Requirements
Pre-Enquiry Review
ERA Baseline
Contract Award Review Contract Award Baseline
Design Freeze Review (Detail
Design Freeze Baseline
Finalise Solution Design)
System Integrated Design Review
Integrated Design Baseline
Execution (Detail Design)
Implement Pre-Commissioning Review As-Built Baseline

Commissioning and Acceptance Testing Review As-Commissioned Baseline

HOA Handover Handover Review Handover Baseline
Finalisation FRA Close Project - -
Post Project BRA Realise Benefits - -

3.4.1.1 Stakeholder Requirements Review3

Stakeholder Requirements Reviews are performed to analyse and agree on stakeholder

expectations/requirements.

End-of-Phase
Focus of Design Review Typical Review Documentation
Design Review

Establish agreed stakeholder requirements baseline

by:
 Analysing stakeholder expectations/requirements.
Stakeholder  Analysing project technical, engineering, legal,
Requirements regulatory and environmental constraints.  Stakeholder requirements
Review  Analysing all technical risks.
 Defining external stakeholders.
 Confirming PDRA requirements are met.
 Identifying and resolving conflicting requirements.

2
Note: This review can also be referred to as the Works Information Review or Employers Requirements Review.
3
Refer to figure 10, SANS 26702 [15] for information.

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3.4.1.2 Concept Design Review

Concept Design Reviews are performed to evaluate the feasibility, suitability and correctness of a
proposed concept design.

End-of-Phase Typical Review

Focus of Design Review
Design Review Documentation

Establish agreed concept design baseline by:  Applicable design

 Verifying whether concept design(s) complies with standards.
stakeholder requirements.  Concept design
 Verifying that concept design deviations from stakeholder feasibility analysis.
requirements were identified and managed by means of  Environmental Impact
formal Engineering Change Management. Assessment (EIA)
 Analysing concept designs’ technical feasibility and risks.  Concept design
Concept Design  Analysing all technical risks taking into account plant documentation as
Review modifications and incident investigations. applicable (SEDs, PFDs,
 Assessing technology and technology maturity and GA’s, concept plant
market availability. operational philosophy,
 Estimating Capital Expenditure (CAPEX)/Lifecycle Cost etc.)
 Defining concept design’s preliminary project and system  Stakeholder
technical boundaries and interfaces. Requirements
 Analysing proposed works scope allocation within project.  Verification &Validation
 Confirming PDRA requirements are met Report

3.4.1.3 Basic Design Review

Basic Design Reviews are performed to evaluate the suitability and correctness of basic design
deliverables.

End-of-Phase Typical Review

Focus of Design Review
Design Review Documentation

Establish agreed basic design baseline by:  Applicable design codes

 Verifying whether basic design(s) complies with and standards.
stakeholder requirements or previously set baseline.  EIA
 Verifying that basic design deviations from previously set  Basic design
baseline were identified and managed by means of formal documentation as
Engineering Change Management. applicable (P&IDs, GA’s,
 Analysing basic design parameters. functional descriptions,
Basic Design  Analysing all technical risks. design criteria,
Review  Analysing basic design’s physical and functional interface operational capability,
requirements. etc.)
 Analysing lifecycle costing  Division of Responsibility
(DOR)
 Analysing proposed works scope allocation within project.
 Interface
 Confirming PDRA requirements are met
register/definitions
 Verification &Validation
Report

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3.4.1.4 Pre-Enquiry Review

Pre-Enquiry Reviews are performed to ensure that technical specifications are complete, integrated and
correct before market enquiry.

End-of-Phase
Focus of Design Review Typical Review Documentation
Design Review

Establish agreed acquisition requirements baseline

by:
 Verifying whether Works Information/Employers
Requirements comply with previously set baseline.
 Verifying that deviations from previously set
baseline were identified and managed by means of
formal Engineering Change Management.
 Reviewing complete scope of  Applicable design codes,
supply/services/extent of work. standards and procedures.
 Reviewing all requirements (such as system  Complete Works
operating philosophies, performance requirements, Information/Employers
and all particular system requirements). Requirements package.
Pre-Enquiry  Reviewing the applicability of all specified codes,  Division of Responsibility
Review standards and procedures (internal and external). (DOR)
 Reviewing technical schedules.  Interface definitions
 Reviewing technical tender returnables.  Technical evaluation/contract
 Reviewing referenced drawings in Works strategy.
Information/Employers Requirements.  Technical evaluation strategy
 Reviewing Bill of Quantities (BOQ) as applicable.  Verification &Validation Report
 Reviewing tender technical evaluation strategy.
 Reviewing all detailed system/package boundaries
and interfaces.
 Reviewing the contract strategy
 Confirming PDRA requirements are met
 Reviewing that all Terminal Points and Interfaces
have been correctly identified, defined and detailed

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3.4.1.5 Contract Award Review

Contract Award Reviews are performed after contract award to ensure that all waivers from the Works
Information/Employers Requirements during negotiations are addressed and catered for.

End-of-Phase
Focus of Design Review Typical Review Documentation
Design Review

 Review awarded contract’s compliance  Contract package Works

to Pre-Enquiry Works Information/Employers Requirements
Information/Employers Requirements (signed).
Contract Award prior to signing of the contract.  Changes to Works Information/Employers
Review  Review changes in scope and Requirements (deviation/variation
interfaces. protocol)
 Confirming PDRA requirements are met  Technical Evaluation Reports
 Verification and Validation Report

3.4.1.6 Design Freeze Review (Detail Design)

Design Freeze reviews can be conducted as End-of-Phase Design Reviews or as a series of Interim
Design Reviews with the aim to design freeze a system or subsystem/asset in order to enable
subsequent designs to progress. If applicable, contractual acceptance of contractor design
documentation (P&IDs, GAs, etc.) during Interim Design Reviews are regarded as design freeze for the
accepted plant/system/asset.
Typical Design Freeze reviews include:
 Process design freeze;
 Plant Layout/Arrangement design freeze;
 Equipment design freeze.
 Design freeze reviews are conducted on an as-required basis.

3.4.1.7 System Integrated Design Review (Detail Design)

System Integrated Design Reviews are performed to ensure that designs are fully integrated.

End-of-Phase
Focus of Design Review Typical Review Documentation
Design Review

Establish agreed system integrated design baseline  Project Package(s) Master

by: Document Lists (MDLs)
 Analysing all interfacing  Interface documentation
package/plant/system/asset’s design status. (piping Terminal Points (TPs),
System Integrated
Design Review  Ensuring closure of all issues regarding the signal lists, load lists, cable
integrated detail design. schedules, etc.)
 Performing interfaces checks both physical and  Construction/installation
functional. methods and plans
 Confirming PDRA requirements are met  Verification &Validation Report

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 Design Review Procedure Unique Identifier: 240-53113685
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3.4.1.8 Pre-Commissioning Review

End-of-Phase
Focus of Design Review Typical Review Documentation
Design Review

Establish agreed As-Built Baseline by:

 Verifying that actual plant/asset configuration
conforms to detail design.
 Verifying that design documentation set is
complete
 System commissioning
Pre- Provide assurance that system is ready for
procedures.
Commissioning commissioning by:
 As built drawings.
Review  Reviewing all interfacing services’ availability for
commissioning.  Verification &Validation Report
 Reviewing system commissioning procedures.
 Confirming all required safety clearances are in
place.
 Confirming PDRA requirements are met

3.4.1.9 Acceptance Testing Review

End-of-Phase
Focus of Design Review Typical Review Documentation
Design Review

Establish agreed As-Commissioned Baseline by:

 Commissioning/Acceptance
Acceptance  Verify/Validate that plant/asset performance and
Test Report
Testing Review functions meet stakeholder/technical requirements.
 Verification &Validation Report
 Confirming PDRA requirements are met

3.4.1.10 Handover Review

End-of-Phase
Focus of Design Review Typical Review Documentation
Design Review

Provide assurance that a system/asset is ready for

handover by:
 Reviewing that the technical hand-over  Technical Hand-over package.
Handover Review
documentation set is complete as per Stakeholder  Verification &Validation Report
Requirements.
 Confirming PDRA requirements are met.

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3.4.2 Process

Step 1: Planning and Preparation

The responsible package/plant system/asset LDE shall ensure that End-of-Phase Design Reviews, as
prescribed by this procedure, are scheduled as the project progresses through the project lifecycle.
The relevant End-of-Phase Design Review approver shall ensure that the Design Review
Committee/Team (DRC/DRT) is properly constituted for the relevant End-of-Phase Design Review to
represent all Technology stakeholders including the relevant COE Design Engineers, relevant LDEs and
SMEs.
The responsible package/plant/system/asset LDE shall ensure that the following activities are performed
in preparation for an End-of-Phase Design Review:
 Prepare the design review package (design review report, design review checklist4, all reference
documentation);
 Schedule the relevant End-of-Phase Design Review;
 Ensure that the design review package is distributed to all review panel members as identified
by the relevant COE manager at least 10 working days5 before the scheduled review. All review
panel members shall perform an individual review on the distributed design review package and
return all comments to the responsible person within 5 working days6 of the scheduled review;
 Consolidate all comments for discussion during the conduct of the End-of-Phase Design
Review.
Step 2: Conduct End-of-Phase Design Review
The End-of-Phase design review approver shall determine if a quorum is present. In the event where no
quorum is present, no End-of-Phase Design Reviews shall be conducted or authorised.
The responsible package/plant/system/asset LDE shall present the End-of-Phase design review with
specific focus on the items as tabled in sections 3.4.1.1 through 3.4.1.10.
The panel members shall discuss and address all comments received during the individual reviews of
step 1.
The panel members shall ensure that all items have been satisfactorily addressed in the specific End-of-
Phase Design Review before approval and authorisation.
Step 3: Authorisation of End-of-Phase Design Review
Authorisation shall only occur should all review panel members approve the End-of-Phase design review
and the necessary assurance are provided that all issues / items have been satisfactorily addressed.
End-of-Phase design review reports (See [13]) shall be approved by all review panel members and
authorised by the relevant authoriser as per paragraph 3.4.3.
Should the review panel disagree on approval, the authorisation shall be escalated to the relevant
Technology General Manager (GM).
The resolution of the panel shall be minuted and recorded on the relevant DMS.l;lkj `

4
The End-of-Phase Design Review Checklist shall be developed by the LDE and include all checks deemed necessary. The
review panel shall review the checklist for appropriateness / completeness.
5
This time may differ as agreed upon and depending on the complexity of the plant/Package.

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3.4.3 End-of-Phase Design Review Approval and Authorisation

Table 2 : End-of-Phase Design Review Panel (Gx New Build and Refurbishment Projects)

Chair of Design
Scope of Design Design Review Panel Authorisation
Review + Approval

 Relevant Design Engineers

Package/plant/system/asset  Relevant LDEs
 Relevant corporate consultant6 LDE COE Manager7
confined to one COE.
 Client Representative

 All affected / involved Design

Engineers
Package/plant/system/asset  All affected / involved LDE’s SM Plant
 Project Engineering Manager EDWL
involves multiple COE. Engineering7
 Relevant corporate consultant6
 Client Representative

Table 3 : End-of-Phase Design Review Panel (Tx Projects)

Scope of Design Design Review Panel

Package/plant/system/asset  Approval: Relevant COE DRT

confined to one COE.  Authorisation: PDE DRT Chairperson

 Approval: All Relevant COE DRT

Package/plant/system/asset
 Approval: PDE DRT
involves multiple COE.
 Authorisation: PDE DRT Chairperson
The Distribution design review panels will be set up by the PDE DRT. This shall include the rules for
jurisdiction over projects by scope or value, and rules for escalation of technical decisions. This detail
shall be included in the PDE DRT Terms of Reference.

6
All designs must be signed off by the relevant corporate consultant / field expert(PEIC)
7
Authorisation may be delegated.

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3.4.4 End-of-Phase Design Review Reports

All finalised End-of-Phase Design Review reports shall be recorded on the relevant Document
Management System (DMS).
End-of-Phase Design Review reports shall typically include (see [16]):
 A summary/short description of the package/plant system/asset being reviewed;
 A summary of the scope of package/plant system/asset being reviewed;
 A reference list to all applicable review documentation;
 All issues/risks identified during the design review;
 All signatures obtained from the End-of-Phase Design Review panel (as per paragraph 3.4.3).

4. AUTHORISATION
This document has been seen and accepted by:
Name Designation
D Odendaal Senior General Manager Engineering, (Acting)
T Mathe General Manager: Engineering Projects Management (Acting)
P Moyo General Manager: Power Delivery
Louis Fernandez Senior Manager: System Integration
Prudence Madiba Senior Manager: Electrical and C&I Engineering
Vasanie Pather Senior Manager: Chemical and Auxiliary Engineering
Galia Dudenska Senior Manager: Civil and Structural Engineering
Dhiraj D Bhimma Senior Manager, Production Engineering Integration Coal (PEIC)
Julian Fourie Senior Manager: Production Engineering Integration Coal (Outside Plant)
Nad Moodley Senior Manager Engineering (Acting) – Peaking OU
Riaan Mouton Senior Manager Engineering, Production Engineering Integration (Peaking and
Renewables)
G Bronkhorst General Manager – Mega Projects
P Underhay Senior Manager Capital Projects EPMO
K Pather General Manager - Sustainability
J Naicker Middle Manager - Business Processes
Poobie Govender Chairman – Technical Process Governance Committee
B Maccoll General Manager - Research
L Reddy Middle Manager - Asset Management
M Maynard Chief Advisor Business Processes
N Msibi PDE
L Ndlela Middle Manager – IM Project
A Scott Middle Manager – Business Processes
R Stephen General Manager – Capital Projects
C De Beer Chief Engineer – System Integration

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 Design Review Procedure Unique Identifier: 240-53113685
Revision: 3
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5. REVISIONS

Date Rev. Compiler Remarks

March 2007 0 P Knothe First Issue of document (45-4)
July 2010 1 SC Engelbrecht  Document supersedes N.PPZ 45- 4.
 Update on general content.
 Updated structure and format.
 Updated Figure 1.
 Updated conventional naming.
 Updated responsibility Matrix (Table 2 & 3).
 Inclusion of section 3.5.3: System/Subsystem Design
Freeze Review Process.
 Updated figure ANNEXURE A: End-of-Phase Design
Reviews
 Alignment of ANNEXURE A: End of Phase Reviews
with Table 1.
 Insert of 3.8: Minimum Documentation for Design
Reviews

November 2012 2 TA Botha  Complete document rewrite including principles,

SC Engelbrecht terminology and responsibilities. Final Review by F
WJW Naudé Bosch for DM.

September 2015 2.1 RA Mandavha  Update on general content

 Reference document number updated to 240 D004FC
number
 Align role of EDWL and LDE
 Final Draft for Comments Review

January 2016 2.2 RA Mandavha  Updated Final Draft after Comments Review Process
 Document approved by Eskom P&P Steerco

September 2016 3 RA Mandavha  Final Document prepared for Authorisation and

Publication by F Bosch for DRM

6. DEVELOPMENT TEAM
The following people were involved in the development of this document:
 RA Mandavha
 S Jagjiwan

7. ACKNOWLEDGEMENTS
 None

CONTROLLED DISCLOSURE
When downloaded from the EDMS, this document is uncontrolled and the responsibility rests with the user to ensure it is in line
with the authorised version on the system.