Module _1 Tool Kit

DH-101 | Module 1 Capstone Toolkit

Design Hub

Process Engineering Education Platform

Document No.

DH-101 | Module 1 Capstone | Kickoff Package

25 MMSCFD Wellhead
Processing Facility

Student Full Name

Submission Date

Batch / Cohort

Project Name

DH-101 | Module 1 | ProcessDesignHub.com

SECTION 02 Design Basis Memorandum (DBM)

Instructions: The DBM is the governing document that defines all design parameters before engineering begins. It prevents scope creep and ensures all stakeholders agree on project boundaries. Cover: plant location, feed stream composition, design capacity, product specs, utility philosophy, plot constraints, and key design codes. Aim for 400–600 words minimum for a real project.

Project Title

Client / Operator

Location / Field

Design Life (years)

Feed Stream Summary (Composition, Pressure, Temperature)

Design Capacity

Product Specifications

Utility Philosophy & Site Conditions

Governing Design Codes & Philosophy Notes

<div class="section-head">
      <span class="section-num">SECTION 03</span>
      <span class="section-title">Code & Standard Applicability Matrix</span>
    </div>
    <div class="section-body">
      <div class="info-box">
        <strong>Instructions:</strong> List every applicable code or standard, the discipline it governs, its applicability status, and any specific clauses or revision notes. 
        This becomes a contractual reference — only list what you will actually design to. Click any cell to edit.
      </div>
      <div class="table-wrap">
        <table id="code-table">
          <thead>
            <tr>
              <th style="width:40px;">#</th>
              <th>Code / Standard</th>
              <th>Issuing Body</th>
              <th>Discipline</th>
              <th>Applicability</th>
              <th>Edition / Year</th>
              <th>Notes / Clauses</th>
            </tr>
          </thead>
          <tbody id="code-tbody">
            <tr>
              <td class="td-index">1</td>
              <td><input type="text" value="ASME VIII Div. 1" placeholder="Code name"></td>
              <td><input type="text" value="ASME" placeholder="ASME / API / ISO..."></td>
              <td><input type="text" value="Pressure Vessels" placeholder="Discipline"></td>
              <td><input type="text" value="Applicable" placeholder="Applicable / Reference / Informative"></td>
              <td><input type="text" value="2023 Ed." placeholder="Year / Rev."></td>
              <td><input type="text" value="Governing code for all pressure vessels" placeholder="Notes"></td>
            </tr>
            <tr>
              <td class="td-index">2</td>
              <td><input type="text" value="ASME B31.3" placeholder="Code name"></td>
              <td><input type="text" value="ASME" placeholder="Body"></td>
              <td><input type="text" value="Piping" placeholder="Discipline"></td>
              <td><input type="text" value="Applicable" placeholder="Status"></td>
              <td><input type="text" value="2022 Ed." placeholder="Year"></td>
              <td><input type="text" value="All process piping. B31.8 for export gas line" placeholder="Notes"></td>
            </tr>
            <tr>
              <td class="td-index">3</td>
              <td><input type="text" value="NACE MR0175 / ISO 15156" placeholder="Code name"></td>
              <td><input type="text" value="NACE / ISO" placeholder="Body"></td>
              <td><input type="text" value="Materials" placeholder="Discipline"></td>
              <td><input type="text" value="Applicable" placeholder="Status"></td>
              <td><input type="text" value="2015 Ed." placeholder="Year"></td>
              <td><input type="text" value="Sour service — if H2S partial pressure > 0.05 psia” placeholder=”Notes”></td>
            </tr>
            <tr>
              <td class="td-index">4</td>
              <td><input type="text" value="API 12J" placeholder="Code name"></td>
              <td><input type="text" value="API" placeholder="Body"></td>
              <td><input type="text" value="Separators" placeholder="Discipline"></td>
              <td><input type="text" value="Reference" placeholder="Status"></td>
              <td><input type="text" value="8th Ed. 2008" placeholder="Year"></td>
              <td><input type="text" value="Sizing methodology for oil-gas separators" placeholder="Notes"></td>
            </tr>
            <tr>
              <td class="td-index">5</td>
              <td><input type="text" value="IEC 60079" placeholder="Code name"></td>
              <td><input type="text" value="IEC" placeholder="Body"></td>
              <td><input type="text" value="Electrical / Area Class." placeholder="Discipline"></td>
              <td><input type="text" value="Applicable" placeholder="Status"></td>
              <td><input type="text" value="IEC 60079-10-1 (2020)" placeholder="Year"></td>
              <td><input type="text" value="Hazardous area classification — Zone 1 / Zone 2" placeholder="Notes"></td>
            </tr>
          </tbody>
        </table>
      </div>
      <button class="add-row-btn" onclick="addRow('code-tbody', 6, ['','','','','','',''])">
        <svg width="14" height="14" viewBox="0 0 14 14" fill="none"><circle cx="7" cy="7" r="6.5" stroke="currentColor"/><path d="M7 4v6M4 7h6" stroke="currentColor" stroke-linecap="round"/></svg>
        Add Row
      </button>
    </div>
  </section>

<section class="section-card" id="numbering">
    <div class="section-head">
      <span class="section-num">SECTION 04</span>
      <span class="section-title">Document Numbering Convention</span>
    </div>
    <div class="section-body">
      <div class="info-box">
        <strong>Instructions:</strong> Establish a consistent document numbering system before issuing any deliverable. 
        Once set, this numbering becomes immutable — changing it mid-project breaks traceability. 
        Define every segment of your document number below.
      </div>
      <div class="numbering-formula">
        <div class="nf-seg accent" title="Company Code">[CO]<span>Company</span></div>
        <span class="nf-dash">–</span>
        <div class="nf-seg" title="Project Code">[PROJ]<span>Project</span></div>
        <span class="nf-dash">–</span>
        <div class="nf-seg" title="Discipline Code">[DISC]<span>Discipline</span></div>
        <span class="nf-dash">–</span>
        <div class="nf-seg" title="Document Type">[TYPE]<span>Doc Type</span></div>
        <span class="nf-dash">–</span>
        <div class="nf-seg" title="Sequential Number">[SEQ]<span>Sequence</span></div>
        <span class="nf-dash">–</span>
        <div class="nf-seg" title="Revision">[Rev]<span>Revision</span></div>
        <div class="nf-example">e.g. <strong>WSS-WHP-PR-PFD-001-Rev0</strong></div>
      </div>

<div class="form-row-3" style="margin-bottom:24px;">
        <div class="field-group">
          <label class="field-label">Company Code</label>
          <input class="form-input" type="text" placeholder="e.g. WSS" maxlength="6">
          <div class="field-hint">2–4 uppercase letters representing your company/engineering house.</div>
        </div>
        <div class="field-group">
          <label class="field-label">Project Code</label>
          <input class="form-input" type="text" placeholder="e.g. WHP25" maxlength="8">
          <div class="field-hint">Short project identifier. Derive from project name + capacity where possible.</div>
        </div>
        <div class="field-group">
          <label class="field-label">Starting Revision</label>
          <input class="form-input" type="text" placeholder="Rev0 / A / 00" maxlength="6">
          <div class="field-hint">Use Rev0 for IFR, Rev1 for IFD, Rev2 for AFC.</div>
        </div>
      </div>

<div class="table-wrap">
        <table>
          <thead>
            <tr>
              <th>#</th>
              <th>Discipline</th>
              <th>Disc. Code</th>
              <th>Document Type</th>
              <th>Type Code</th>
              <th>Example Doc No.</th>
            </tr>
          </thead>
          <tbody id="numbering-tbody">
            <tr>
              <td class="td-index">1</td>
              <td><input type="text" value="Process" placeholder="Discipline"></td>
              <td><input type="text" value="PR" placeholder="Code" style="max-width:70px;"></td>
              <td><input type="text" value="Process Flow Diagram" placeholder="Document type"></td>
              <td><input type="text" value="PFD" placeholder="Code" style="max-width:70px;"></td>
              <td><input type="text" value="WSS-WHP-PR-PFD-001-Rev0" placeholder="Example"></td>
            </tr>
            <tr>
              <td class="td-index">2</td>
              <td><input type="text" value="Process" placeholder="Discipline"></td>
              <td><input type="text" value="PR" placeholder="Code"></td>
              <td><input type="text" value="Piping & Instrumentation Diagram" placeholder="Document type"></td>
              <td><input type="text" value="PID" placeholder="Code"></td>
              <td><input type="text" value="WSS-WHP-PR-PID-001-Rev0" placeholder="Example"></td>
            </tr>
            <tr>
              <td class="td-index">3</td>
              <td><input type="text" value="Process" placeholder="Discipline"></td>
              <td><input type="text" value="PR" placeholder="Code"></td>
              <td><input type="text" value="Design Basis Memorandum" placeholder="Document type"></td>
              <td><input type="text" value="DBM" placeholder="Code"></td>
              <td><input type="text" value="WSS-WHP-PR-DBM-001-Rev0" placeholder="Example"></td>
            </tr>
            <tr>
              <td class="td-index">4</td>
              <td><input type="text" value="Process" placeholder="Discipline"></td>
              <td><input type="text" value="PR" placeholder="Code"></td>
              <td><input type="text" value="Equipment Sizing Calculation" placeholder="Document type"></td>
              <td><input type="text" value="CAL" placeholder="Code"></td>
              <td><input type="text" value="WSS-WHP-PR-CAL-001-Rev0" placeholder="Example"></td>
            </tr>
            <tr>
              <td class="td-index">5</td>
              <td><input type="text" value="Piping" placeholder="Discipline"></td>
              <td><input type="text" value="PP" placeholder="Code"></td>
              <td><input type="text" value="Line List" placeholder="Document type"></td>
              <td><input type="text" value="LL" placeholder="Code"></td>
              <td><input type="text" value="WSS-WHP-PP-LL-001-Rev0" placeholder="Example"></td>
            </tr>
          </tbody>
        </table>
      </div>
      <button class="add-row-btn" onclick="addRow('numbering-tbody', 6, ['','','','','',''])">
        <svg width="14" height="14" viewBox="0 0 14 14" fill="none"><circle cx="7" cy="7" r="6.5" stroke="currentColor"/><path d="M7 4v6M4 7h6" stroke="currentColor" stroke-linecap="round"/></svg>
        Add Discipline Row
      </button>
    </div>
  </section>

<section class="section-card" id="deliverables">
    <div class="section-head">
      <span class="section-num">SECTION 05</span>
      <span class="section-title">Deliverable List & Schedule</span>
    </div>
    <div class="section-body">
      <div class="info-box">
        <strong>Instructions:</strong> List every deliverable you commit to produce. For a Module 1 capstone, minimum deliverables are: DBM, PFD, Equipment List, Line List, Instrument Index, and Cost Estimate. 
        Include a planned completion week and status. Instructors will review against this list at submission.
      </div>
      <div class="table-wrap">
        <table>
          <thead>
            <tr>
              <th>#</th>
              <th>Document Name</th>
              <th>Document No.</th>
              <th>Format</th>
              <th>Planned Week</th>
              <th>Status</th>
              <th>Remarks</th>
            </tr>
          </thead>
          <tbody id="deliverable-tbody">
            <tr>
              <td class="td-index">1</td>
              <td><input type="text" value="Design Basis Memorandum" placeholder="Document name"></td>
              <td><input type="text" value="WSS-WHP-PR-DBM-001-Rev0" placeholder="Doc number"></td>
              <td><input type="text" value="PDF / Word" placeholder="Format"></td>
              <td><input type="text" value="Week 1" placeholder="Week no."></td>
              <td><input type="text" value="In Progress" placeholder="Status"></td>
              <td><input type="text" value="Capstone Section 2" placeholder="Remarks"></td>
            </tr>
            <tr>
              <td class="td-index">2</td>
              <td><input type="text" value="Process Flow Diagram (PFD)" placeholder="Document name"></td>
              <td><input type="text" value="WSS-WHP-PR-PFD-001-Rev0" placeholder="Doc number"></td>
              <td><input type="text" value="CAD / PDF" placeholder="Format"></td>
              <td><input type="text" value="Week 2" placeholder="Week no."></td>
              <td><input type="text" value="Not Started" placeholder="Status"></td>
              <td><input type="text" value="Module 2 deliverable" placeholder="Remarks"></td>
            </tr>
            <tr>
              <td class="td-index">3</td>
              <td><input type="text" value="Equipment List (with Tag & Duty)" placeholder="Document name"></td>
              <td><input type="text" value="WSS-WHP-PR-EQL-001-Rev0" placeholder="Doc number"></td>
              <td><input type="text" value="Excel" placeholder="Format"></td>
              <td><input type="text" value="Week 3" placeholder="Week no."></td>
              <td><input type="text" value="Not Started" placeholder="Status"></td>
              <td><input type="text" value="10 major items min." placeholder="Remarks"></td>
            </tr>
            <tr>
              <td class="td-index">4</td>
              <td><input type="text" value="Separator Sizing Calculation" placeholder="Document name"></td>
              <td><input type="text" value="WSS-WHP-PR-CAL-001-Rev0" placeholder="Doc number"></td>
              <td><input type="text" value="Excel / HTML Tool" placeholder="Format"></td>
              <td><input type="text" value="Week 3" placeholder="Week no."></td>
              <td><input type="text" value="Not Started" placeholder="Status"></td>
              <td><input type="text" value="API 12J methodology" placeholder="Remarks"></td>
            </tr>
            <tr>
              <td class="td-index">5</td>
              <td><input type="text" value="Line List" placeholder="Document name"></td>
              <td><input type="text" value="WSS-WHP-PP-LL-001-Rev0" placeholder="Doc number"></td>
              <td><input type="text" value="Excel" placeholder="Format"></td>
              <td><input type="text" value="Week 4" placeholder="Week no."></td>
              <td><input type="text" value="Not Started" placeholder="Status"></td>
              <td><input type="text" value="Min. 15 line entries" placeholder="Remarks"></td>
            </tr>
            <tr>
              <td class="td-index">6</td>
              <td><input type="text" value="Class-5 Cost Estimate" placeholder="Document name"></td>
              <td><input type="text" value="WSS-WHP-PM-CST-001-Rev0" placeholder="Doc number"></td>
              <td><input type="text" value="Excel / HTML" placeholder="Format"></td>
              <td><input type="text" value="Week 4" placeholder="Week no."></td>
              <td><input type="text" value="Not Started" placeholder="Status"></td>
              <td><input type="text" value="Capstone Section 6" placeholder="Remarks"></td>
            </tr>
          </tbody>
        </table>
      </div>
      <button class="add-row-btn" onclick="addRow('deliverable-tbody', 7, ['','','','','','',''])">
        <svg width="14" height="14" viewBox="0 0 14 14" fill="none"><circle cx="7" cy="7" r="6.5" stroke="currentColor"/><path d="M7 4v6M4 7h6" stroke="currentColor" stroke-linecap="round"/></svg>
        Add Deliverable
      </button>
    </div>
  </section>

<section class="section-card" id="cost">
    <div class="section-head">
      <span class="section-num">SECTION 06</span>
      <span class="section-title">Class-5 Cost Estimate Framework</span>
    </div>
    <div class="section-body">
      <div class="info-box">
        <strong>Instructions:</strong> A Class-5 (Order of Magnitude) estimate is produced at conceptual stage with ±50% accuracy. 
        Use AACE International definitions. Enter your best estimate values below. All figures in USD (thousands). 
        Equipment costs should be based on factored capacity ratios or published reference data. 
        Contingency for Class-5 is typically 30–50%.
      </div>
      <div class="cost-grid">
        <div class="cost-card">
          <div class="cost-card-head">Direct Costs <span>USD (k)</span></div>
          <div class="cost-card-body">
            <div class="cost-line"><label>Major Process Equipment (ISBL)</label><input type="number" placeholder="0" min="0"></div>
            <div class="cost-line"><label>Heat Exchangers & Air Coolers</label><input type="number" placeholder="0" min="0"></div>
            <div class="cost-line"><label>Instrumentation & Control</label><input type="number" placeholder="0" min="0"></div>
            <div class="cost-line"><label>Piping Materials & Fabrication</label><input type="number" placeholder="0" min="0"></div>
            <div class="cost-line"><label>Electrical & Switchgear</label><input type="number" placeholder="0" min="0"></div>
            <div class="cost-line"><label>Civil, Structural & Foundation</label><input type="number" placeholder="0" min="0"></div>
            <div class="cost-line"><label>Insulation & Painting</label><input type="number" placeholder="0" min="0"></div>
            <div class="divider"></div>
            <div class="cost-total"><label>Direct Cost Subtotal</label><span>—</span></div>
          </div>
        </div>
        <div class="cost-card">
          <div class="cost-card-head">Indirect & Overheads <span>USD (k)</span></div>
          <div class="cost-card-body">
            <div class="cost-line"><label>Engineering & Procurement (FEED)</label><input type="number" placeholder="0" min="0"></div>
            <div class="cost-line"><label>Construction & Erection</label><input type="number" placeholder="0" min="0"></div>
            <div class="cost-line"><label>Commissioning & Start-up</label><input type="number" placeholder="0" min="0"></div>
            <div class="cost-line"><label>Site Temporary Facilities</label><input type="number" placeholder="0" min="0"></div>
            <div class="cost-line"><label>Vendor Inspection & Testing</label><input type="number" placeholder="0" min="0"></div>
            <div class="cost-line"><label>Freight & Logistics</label><input type="number" placeholder="0" min="0"></div>
            <div class="cost-line"><label>Owner’s Costs & Insurance</label><input type="number" placeholder="0" min="0"></div>
            <div class="divider"></div>
            <div class="cost-total"><label>Indirect Cost Subtotal</label><span>—</span></div>
          </div>
        </div>
      </div>

<div style="margin-top:20px;">
        <div class="table-wrap">
          <table>
            <thead>
              <tr>
                <th>Cost Line</th>
                <th>Basis of Estimate</th>
                <th>% of Direct Costs</th>
                <th>Value (USD k)</th>
                <th>Notes</th>
              </tr>
            </thead>
            <tbody>
              <tr>
                <td><input type="text" value="Contingency (Class-5)" placeholder="Line item"></td>
                <td><input type="text" value="AACE Class-5 = 30–50%" placeholder="Basis"></td>
                <td><input type="text" value="40%" placeholder="%"></td>
                <td><input type="text" value="" placeholder="Calculated value"></td>
                <td><input type="text" value="Applied to direct + indirect" placeholder="Notes"></td>
              </tr>
              <tr>
                <td><input type="text" value="Escalation Reserve" placeholder="Line item"></td>
                <td><input type="text" value="~3–5% per year on lead items" placeholder="Basis"></td>
                <td><input type="text" value="5%" placeholder="%"></td>
                <td><input type="text" value="" placeholder="Value"></td>
                <td><input type="text" value="2 year construction period assumed" placeholder="Notes"></td>
              </tr>
              <tr>
                <td><input type="text" value="Total Project Cost (TPC)" placeholder=""></td>
                <td><input type="text" value="Direct + Indirect + Contingency + Escalation" placeholder=""></td>
                <td><input type="text" value="—" placeholder=""></td>
                <td><input type="text" value="" placeholder="TOTAL (USD k)"></td>
                <td><input type="text" value="±50% accuracy (AACE Class-5)" placeholder=""></td>
              </tr>
            </tbody>
          </table>
        </div>
      </div>
      <div class="contingency-note">
        <strong>⚠ Class-5 Accuracy Note:</strong> Per AACE International RP 18R-97, a Class-5 estimate has an expected accuracy range of –20% to +50% (low maturity) to –50% to +100% (screening). 
        Never present this estimate as a definitive budget. Always state the AACE class and accuracy band alongside any communicated figure.
      </div>
    </div>
  </section>

<section class="section-card" id="submission">
    <div class="section-head">
      <span class="section-num">SECTION 07</span>
      <span class="section-title">Final Submission Notes & Checklist</span>
    </div>
    <div class="section-body">
      <div class="info-box">
        <strong>Instructions:</strong> Before submitting your capstone package, verify all items below. 
        Tick each checkbox after confirming. Incomplete packages will be returned for revision without grading. 
        Submit the completed package as a single PDF via the course portal.
      </div>
      <div class="form-row" style="margin-bottom:24px;">
        <div class="field-group">
          <label class="field-label">Reviewer / Mentor Name</label>
          <input class="form-input" type="text" placeholder="Assigned mentor or self-review">
        </div>
        <div class="field-group">
          <label class="field-label">Submission Portal Reference</label>
          <input class="form-input" type="text" placeholder="e.g. LMS submission ID or email ref">
        </div>
      </div>

<div class="checklist">
        <label class="check-item">
          <input type="checkbox">
          <div class="check-item-text">Cover page is complete — document number, student name, date, and project title are all filled.
            <span>Section 01 — Required for document traceability</span>
          </div>
        </label>
        <label class="check-item">
          <input type="checkbox">
          <div class="check-item-text">Design Basis Memorandum covers all required fields: feed composition, design capacity, product specs, utility philosophy, and governing codes.
            <span>Section 02 — Minimum 400 words / all major fields completed</span>
          </div>
        </label>
        <label class="check-item">
          <input type="checkbox">
          <div class="check-item-text">Code Applicability Matrix has at least 6 entries with correct edition / year references.
            <span>Section 03 — Include ASME, API, NACE, IEC minimum</span>
          </div>
        </label>
        <label class="check-item">
          <input type="checkbox">
          <div class="check-item-text">Document numbering convention is defined, with Company Code, Project Code, and example document numbers filled in.
            <span>Section 04 — Must be consistent across all deliverable numbers in Section 05</span>
          </div>
        </label>
        <label class="check-item">
          <input type="checkbox">
          <div class="check-item-text">Deliverable list has at least 6 items with document numbers consistent with the numbering convention in Section 04.
            <span>Section 05 — Required minimum: DBM, PFD, Equipment List, Line List, Calc, Cost Estimate</span>
          </div>
        </label>
        <label class="check-item">
          <input type="checkbox">
          <div class="check-item-text">Class-5 Cost Estimate has values entered for major equipment categories, contingency is stated, and AACE class and accuracy range is acknowledged.
            <span>Section 06 — TPC must show clearly; do not leave all fields blank</span>
          </div>
        </label>
        <label class="check-item">
          <input type="checkbox">
          <div class="check-item-text">This checklist is completed (all items ticked) and the submission notes section is filled.
            <span>Section 07 — Required before upload</span>
          </div>
        </label>
        <label class="check-item">
          <input type="checkbox">
          <div class="check-item-text">Document has been exported to PDF using browser Print → Save as PDF and reviewed for formatting before submission.
            <span>Final step — Use the Print / Save PDF button in the top-right header</span>
          </div>
        </label>
      </div>

<div class="field-group">
        <label class="field-label">Additional Notes / Self-Review Comments</label>
        <textarea class="form-textarea" placeholder="Add any notes for your reviewer here. Mention any assumptions you made, data gaps you identified, or areas where you want specific feedback. Be specific — good mentors respond best to focused questions.">

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