This section of the PI document includes requirements on the documenta­tion to be submitted with the bid by the vendor; the list of project document types to be submitted to the owner’s review and/or approval; the require­ments for the preparation of the list of project documents, grouping docu­ments by project phase (e. g. design, procurement, construction, testing and commissioning, plant operation and maintenance); a description of the owner’s review and approval process for project documentation; document formatting and submittal requirements (e. g. electronic and/or hardcopy, format); specific requirements for the vendor’s documentation concerning package plants; and final project documentation to be handed over to the owner by the vendor for project records and plant operation and maintenance.

19.9.4 Information management system

The information management system (IMS) describes the owner’s minimum requirements to be used by the vendor during the design, procurement, construction, testing and commissioning stages of the project. This may include specific requirements, such as the use of certain software applica­tions and databases to ensure compatibility with the owner’s system and eventual transfer of project information for use during plant operation and maintenance, once construction is completed by the vendor. Special care should be taken in identifying which information in the vendor’s databases is to be made accessible to the owner at all stages of the project, so as to facilitate project control and monitoring by the owner.

Another significant aspect of the vendor’s IMS that requires close atten­tion in this section of the PI document is the software tools that the vendor intends to use at the design stage for the performance of engineering and design activities such as 3D modelling of structures, preparation of HVAC ductwork and cable raceway layouts, production of piping and instrumenta­tion diagrams (P&IDs), schematic and wiring diagrams, piping isometrics, engineering of component databases, and computer codes for engineering calculations, to ensure smooth transferral to the owner at the end of the project and future use in plant modifications and upgrades during the operation phase.