Integrated Technologies, Inc.

Project Delivery & Quality Assurance
Project Planning
Advanced Planning
Master Planning
Management Consulting
Process Engineering & Design
   •Feasibility Studies
   •Conceptual Process Engineering & Design
   •Preliminary or Basic Engineering
   •Detailed Engineering & Design
   •Cost Estimating
   •Design-Build
Procurement Support
Construction Management
Services During Construction
Start-Up, Commissioning & Training
Operations Support

Project Delivery & Quality Assurance

Effective Project Delivery begins with superior project management. Integrated Technologies, Inc. (ITI) Project Managers are highly qualified professionals with an average of 25 years of project delivery experience. ITI projects begin during the project proposal phase when we define the scope of work, and plan the project budget, schedule, and resources required to execute the project. After a project is awarded, the project manager starts the project with a chartering process which assures that the project team, including internal and external resources, understands the scope of work and each team member accepts their role and commits to the budget and schedule of the project. ITI assigns a senior technical reviewer to large and/or complex projects to manage Quality Assurance. The entire project team is committed to effectively managing project changes and risks and to identifying opportunities to add value to projects. All project deliverables are subject to quality review. ITI project delivery methodology assures effective management of:

• Resources
• Schedule
• Cost
• Change
• Value-Added Opportunities
• Issues and Problems
• Risk
• Quality Assurance

Project Planning

Successful projects start with effective Project Planning, and a project is only successful when the needs of the stakeholders have been met. A stakeholder is anybody directly or indirectly impacted by the project. Integrated Technologies, Inc. (ITI) works interactively with our clients to develop effective project plans. Our project plans normally include nine integrated steps:

Step One	Define the project objectives in terms of problems and/or needs. The project definition should begin by identifying the project stakeholders. Stakeholder needs can be determined through individual interviews or with a stakeholder workshop. After the stakeholder needs are identified, the list of needs must be prioritized and consolidated in a needs statement. The needs statement is used to define the project objectives. Project objectives should be SMART - specific, measurable, agreed upon, realistic and time-based.
Step Two	Define the project deliverables and deliverable components that the project will produce. The deliverables should be based on the project goals and objectives, and should be the minimum set necessary to achieve those goals and objectives. The deliverables should be defined both qualitatively and quantitatively.
Step Three	Develop a Resource Plan that describes the staffing resources you need for your project, the skills you need, where the resources are coming from, etc. It also identifies the involved participants in the projects and the roles they will fulfill on the projects. Each stakeholder in the project should understand their role and responsibilities on the project. This includes the project manager, sponsor, steering committee, project team members, control board, etc. It can also specify the duration of their participation in the project and the percentage of their time to be devoted to participating on the project.
Step Four	Define the Work Breakdown Structure (WBS) and Project Schedule.
Step Five	Develop a Financial Plan that defines cost constraints on the project and the value of the project to the enterprise. Project cost constraints can take the form of an estimate of costs, an estimated range of costs, or a not-to-exceed estimate of costs. Statements of value can take the form of estimated ROI, compliance with regulatory or customer requirements, or reduced risk to the enterprise.
Step Six	Develop the Quality Management Plan which should address all of the following elements: Management Responsibility. Describes the quality responsibilities of all project stakeholders. Enterprise Quality Management System. Provides the overall framework for project quality management and is the governing system if conflicts arise. Design Control. Specifies the procedures for Design Review, Sign-Off, Design Changes, and Design Waivers of requirements. Document Control. Defines the process to control Project Documents at each Project Phase. Procurement. Defines Quality Control and Quality Requirements for sub-contracting, purchasing and materials control. Inspection Testing. Details the plans for Demonstration/Validation and Acceptance Testing. Nonconformance. Defines the procedures to handle any type of nonconforming materials, equipment or work. Corrective Actions. Describes the procedures for taking Corrective Actions for any problems encountered during project execution. Quality Records. Describes the procedures for maintaining the Quality Records (metrics, variance reports, executed checklists, etc) during project execution as well as after the project completion. Quality Audits. An internal audit should be planned and implemented during each phase of the project. Training. Specifies any training requirements for the project team.
Step Seven	Develop a Risk Management Plan describing the project risks, how you rank the risks, how you will respond to all major risks, contingency plans, risk management tools, risk management specialists on the project, etc. The purpose of the Risk Management Plan is to ensure that project risks are properly identified, analyzed, documented, mitigated, monitored, and controlled. It describes the approach that will be used to identify, analyze, prioritize, monitor, and mitigate risks.
Step Eight	Develop the Project Management Plan. This document contains the specific procedures for managing the schedule, communication, resources, conflicts, scope changes, risks, and quality.
Step Nine	Develop a Project Closure Plan. The project closure phase begins upon completion of all project objectives and acceptance of project by the customer. Project closure includes the following tasks: • Release of project resources • Closure of any financial issues, including open invoices, contracts etc. • Collection and completion of all project records. • Archiving of all project records. • Documenting the issues faced in the project and their resolution. • Conducting a lessons-learned workshop with the project team and documenting lessons learned to improve future projects.

Advanced Planning

Integrated Technologies, Inc. (ITI) can provide Advanced Planning support to help you efficiently visualize required manufacturing resources (plant, process equipment & systems, environmental equipment & systems, intellectual capital, skilled labor, etc.) and develop effective business plans to respond to business opportunities and challenges. Contact us at info@processengineer.com to discuss your Advanced Planning requirements.

Master Planning

Integrated Technologies, Inc. (ITI) can support complex project planning and/or integration of separate but related projects with Master Planning services. Master Planning provides a framework for anticipating, visualizing, and integrating short term, mid-term, and long term projects.

Master Plans are like travel itineraries and roadmaps that chart the route, schedule, and cost of a complicated trip. An effective Master Plan is a critical tool for systematically managing the synergies and conflicts of interconnected projects. Master Planning can be used to manage and prioritize resource demands and conflicts of concurrent projects and/or sequential projects. Contact us at info@processengineer.com to discuss your project planning and/or Master Planning requirements.

Management Consulting

Integrated Technologies, Inc. (ITI) can support management in solving complex, interdisciplinary management challenges which are not readily resolved with internal resources only. ITI brings a fresh perspective and creative solutions to operations, marketing, technology, and regulatory challenges. Our capabilities include management of technology, change management, knowledge and information management, operations management, risk management, asset management, EH&S management, and quality management. ITI is fluent in lean, green, reliability, and six sigma methods, and we understand the critical importance of process knowledge management. ITI can work with you to develop a technology or other types of roadmaps to help you plan process, operations, and plant changes required to respond to evolving customer, regulatory, and/or economic requirements. ITI can also work with you to evaluate operational opportunities and risks, and analyze, prioritize, and plan projects. Contact us at info@processengineer.com to discuss your Management Consulting requirements.

Process Engineering and Design

Integrated Technologies, Inc. (ITI) works interactively with our clients to execute process and plant design projects intended to meet client requirements to create or improve process capability, reliability, and flow; to increase production capacity, decrease operating costs including: energy, material, environmental, and labor, increase material utilization and decrease process waste; to improve process safety; and to decrease environmental and other operational risks. We can integrate process designs with new or existing manufacturing work cells and process lines and/or design new surface finishing service centers or facilities. Typical ITI Process Engineering and Design projects include surface finishing process work cells and systems (wet process lines, paint booths, blast booths and cabinets, thermal spray systems, and PVD and CVD chambers), water and wastewater treatment systems, point source recovery and recycling systems, zero discharge systems, ventilation and air pollution control systems, and process plants. ITI designs our work scope to meet specific client requirements. The work scope can be limited to a feasibility study and/or conceptual engineering and design. The work scope may require a development of design package for competitive bid and may include detailed design, or the client may prefer ITI to work on a design-build basis. We custom design projects, just like processes, to meet client requirements. Contact us at info@processengineer.com to discuss your project.

Feasibility Studies
Process engineering and design often require an initial Feasibility Study to assess the technical, economic, and regulatory feasibility of process, equipment, and plant changes or additions. Integrated Technologies, Inc. (ITI) brings considerable knowledge and experience to Feasibility Studies. ITI has studied the feasibility of alternative surface finishing processes and equipment, process improvement, production expansion, toxic waste reduction or pollution prevention, toxic use reduction, hazard reduction, and make/buy analysis. The objective of a Feasibility Study is to present the costs (monetary, schedule, regulatory, and technical risks) and benefits (monetary and technical) on a qualitative or quantitative scale. If an ROI calculation is required then operating costs and capital costs will require a quantitative assessment, although these costs are often presented as rough-order-of-magnitude (ROM) accuracy. More accurate cost estimates usually require completion of a conceptual design. Contact us at info@processengineer.com for design support services.

Conceptual Process Engineering and Design
Superior design requires superior Conceptual Engineering. The Conceptual Engineering phase of process engineering projects determines most of the ultimate operability, maintainability, reliability, capacity, and efficiency of the final process system. Integrated Technologies, Inc.’s (ITI) process engineering approach assures that environmental, health, and safety performance and efficient process flow are also designed in during the conceptual engineering phase. Superior layout design is essential to efficient process flow. ITI has been designing lean and green processes for over 22 years. Conceptual Process Engineering is both a sequential and an iterative process. ITI’s design methodology assures that the basis of design is well documented and that all stakeholders have signed off on process requirements and project planning. Projects often include cost estimating and logistical (detailed design, procurement, construction, start-up, commissioning, and training) planning. ITI’s sequential and iterative design process facilitates visualization and evaluation of alternative process designs and scenarios. Our Conceptual Process Engineering and Design projects normally include six integrated steps:

Step One	Define the project objectives in terms of problems or needs. The project definition should include review and documentation of budget and schedule constraints.
Step Two	Document the current process (as required) and review process specifications, policies, and regulations. Document process chemistry and materials and collect required MSDS and TDS documents. Document process hazards and EH&S goals. Develop process flow diagrams (work flow).
Step Three	Document the basis of design. Document the production basis, including load size (work envelopes, surface area, and weight) and production rates (loads/hr, hrs/day, days/week, weeks/year). Document process capability and reliability requirements. Document part substrates, part complexity, and special tooling requirements.
Step Four	Size major equipment. Develop preliminary equipment schedules for major equipment. Develop process flow diagrams (energy and material flow).
Step Five	Develop process adjacency maps, process layout alternatives, and space planning. Evaluate process layout alternatives for work flow, part handling, operability, maintainability, tank inspection & repair, chemical handling, hazard management, secondary containment, waste stream segregation, characterization and collection, ventilation, segregation layout & efficiency, mechanical and electrical services, rectifier bussing and cooling, material handling (cranes, hoists, shuttles, carts, etc.), tooling storage and retrieval, racking and unracking. Evaluate renovation and/or construction logistics.
Step Six	Develop ROM capital and operating cost estimates. Develop preliminary Design-Bid-Build or Design-Build project schedule.

Preliminary or Basic Engineering
Preliminary Engineering builds on the work completed in the conceptual engineering and design phase to develop a complete package required to procure detailed design or design-build services. The preliminary design package will include the project description, basis of design, process layout, equipment schedules, process and instrumentation diagrams (P&IDs), functional description of process controls, materials of construction, and a performance-based specification. The specification package will define required contractor submittals. The performance-based specification describes expectations for service life of equipment, workmanship, operability, maintainability, capacity, reliability, efficiency, and other performance goals of the processes and systems. Contact us at info@processengineer.com for design support services.

Detailed Engineering and Design
Detailed Engineering and Design services are required on projects where clients need to exercise a high degree of design control and manage the details of materials selection; mechanical, electrical and structural design; HMI; process instrumentation; automation and control design; preferred equipment; and contractor, subcontractor and/or vendor selection. The detailed design package will include process, mechanical, electrical, and structural drawings and may also include architectural and civil drawings, depending on project requirements. The detailed design package will also include a detailed specification package covering all construction services and requirements. The specification package will define required contractor submittals (fabrication drawings, as-built drawings, 3D design drawings, O&M manuals, start-up and commissioning plans, safety plans, quality assurance plans, etc.). Detailed design services normally require additional Construction Management, or “services during construction”, in order to manage client support requirements, requested changes, project schedule, and budgets, and to manage and review required contractor submittals. Contact us at info@processengineer.com for design support services.

Cost Estimating
Integrated Technologies, Inc. (ITI) can develop rough order of magnitude to detailed cost estimates for your process, plant, energy, and environmental projects. The accuracy and cost of project cost estimates varies by client requirements. ITI can provide the following types of cost estimates:

Rough Order of Magnitude (ROM) – A ROM Cost Estimate has a probable accuracy of -25% to +75% and is based on experience with projects of similar type and scope. The actual project costs of similar projects are adjusted for required production capacity and price escalation. The accuracy of a ROM Cost Estimate is dependent upon the scope of the project and the time allocated to prepare the cost estimate. A ROM Cost Estimate should be conservative and is normally much higher than other types of cost estimates.
Factored Estimate – A Factored Cost Estimate has a probable accuracy of -25% to +30%. A Factored cost estimate requires prices for all major process equipment, and the price is built up with standard factors and allowances for engineering, building construction, installation, construction management, start-up, and commissioning. The accuracy of a Factored Cost Estimate is dependent upon the scope of the project, equipment costs, and known process factors.
Preliminary Estimate – A Preliminary Cost Estimate has a probable accuracy of -15% to +20%. A Preliminary Estimate can be prepared after process engineers have completed conceptual design which includes preliminary plant layout, detailed equipment schedules, utility requirements, and preliminary process flow diagrams. Detailed engineering should be 30% complete. The building cost is based on actual quotations or approximated based on size and type. Equipment costs are based on vendor cost estimates or proposals and cost curves. Engineering, building fit-up, installation, construction management, start-up, and commissioning costs are based on standard factors and allowances. The accuracy of a Preliminary Cost Estimate is dependent upon the scope of the project and the time allocated to prepare the cost estimate.
Budgetary Estimate - A Budgetary Cost Estimate has a probable accuracy of -10% to +15%. A Budgetary Estimate can be prepared after process engineers have completed conceptual design and detailed engineering is 60% complete. The site and plant layouts; detailed equipment schedules; utility requirements; and process instrumentation and flow diagrams, project schedule, and specification should be substantially complete. The building cost is based on actual quotations or approximated based on size and type. Equipment costs are based on vendor cost estimates or proposals and cost curves. Engineering, building fit-up, installation, construction management, start-up, and commissioning costs are based on standard factors and allowances. The accuracy of a Budgetary Cost Estimate is dependent upon the scope of the project and the time allocated to prepare the cost estimate.
Detailed Estimate - A Detailed Cost Estimate has a probable accuracy of -5% to +10%. A Detailed Estimate can be prepared after process engineers have completed conceptual design and detailed engineering is 90% complete.

Design-Build
Design-Build is rapidly becoming the preferred method of project delivery. Design-Build can reduce total project cost and schedule. Design-Build can also result in better project quality if clients select the right design-build team that understands the importance of both good design, which creates systems with high constructability, operability, maintainability and reliability, and cost control, which assures budget and schedule control. Contractors often focus on constructability and cost control only. Some contractors deliberately bid projects low to win and work to earn profits through high cost change orders. Integrated Technologies, Inc. (ITI) understands how to manage the tension between great design and cost/schedule control. ITI also brings a team of proven and preferred suppliers and teaming partners to our all of our design-build projects. ITI can deliver process systems, tooling, and/or entire process plants as design-build projects.

Design-Build projects still require a well defined basis of design and project requirements. Effective design-build project delivery follows process planning, project feasibility studies, and conceptual and preliminary engineering and design. Preliminary engineering can often be limited in scope if the conceptual engineering and design is complete; however, clients should be aware that, when they are seeking competitive bids for design-build projects, less detail will mean more variation in the offers received from bidders. ITI often delivers design-build projects after completion of conceptual design on a negotiated bid basis, and this can further shorten the project schedule by eliminating a prolonged procurement process.
Contact us at info@processengineer.com to discuss your design-build project.

Procurement Support

Integrated Technologies, Inc. (ITI) can support your procurement of equipment and systems. ITI can also support the procurement phases of design-bid-build or design-build projects. Our technical and managerial support services will assure that your next major project is executed on time, within budget, and with maximized value. A critical element is developing requirement specifications that will produce the lowest Total Cost of Ownership. We can guide you with:

• Requirements Definition and Development
• Request for Quote (RFQ) Bid Spec Preparation
• Supplier Selection Strategies
• Procurement Support and Pricing Intelligence
• Total Cost of Ownership (TCO) Analysis
• Return on Investment (ROI) Analysis

ITI’s Procurement Services take advantage of our extensive product, process, and supply chain knowledge and operational experience with plant systems. Benefits include the following:

• Shorten your procurement cycle time
• Include current technologies and best practices in your RFQ
• Realize lower lifecycle costs by using a TCO methodology
• Prepare performance-based and/or detailed requirements definition
• Develop a business process for supplier selection along with a set of standards
• Adopt a supplier selection process with a clear correlation between criteria, conformance, and capabilities
• Manage and improve relationships with preferred suppliers and partners

ITI Deliverables Include:

• Scope and requirements definition
• Lifecycle cost analysis
• Supplier selection model
• Maintenance and support requirements
• RFQ and bid documentation
• Bid evaluation support
• Supplier selection best practices

ITI technologists follow emerging technologies, regulatory trends and industry events on a daily basis. We can drastically shorten your procurement time while ensuring your RFQ incorporates the best available technology and TCO methodologies. Contact us at info@processengineer.com to discuss your project and requirements.

Construction Management

Integrated Technologies, Inc. (ITI) can support your construction project with an experienced Construction Manager who will help manage client support requirements, requested changes, project schedule, and budgets, and manage and review required contractor submittals. Contact us at info@processengineer.com to discuss your project and requirements.

Services During Construction

Integrated Technologies, Inc. (ITI) can support your construction project with an experienced technical team to perform on-site (resident) and off-site services during construction. The ability to provide on-site services during construction adds an extra measure of control to any construction project. Effective construction administration is ultimately about getting the job done right. ITI focuses on cost, schedule, and quality control. As the project owner's representative, we assure contractor compliance with project plans and specifications. We also develop detailed cost control systems. Our managers make sure the entire construction team is communicating effectively.

Services available during the construction phase of a project can include site visits to observe progress and quality of construction and conformance to contract documents, review of shop drawings, verification of work completed, review and recommendations on contractors’ requests for payments, and issuance of certificate of substantial completion. Other services include:

• Compilation of plans, specifications, permits and relevant documents
• Inspection documentation
• Start-Up, Commissioning and Training

Start-Up, Commissioning & Training

Integrated Technologies, Inc. (ITI) has significant experience with equipment/plant star-tup, process commissioning, and operator training. Start-up, or functional commissioning, support immediately follows installation and the purpose of start-up support is to demonstrate and validate the mechanical and electrical functionality of equipment and systems. Commissioning, or process commissioning, follows start-up, and the purpose of commissioning is to demonstrate and validate processes. Surface finishing process commissioning may include water treatment commissioning, tank and material conditioning and passivation, process solution make-up, ventilation and scrubber commissioning, wastewater treatment commissioning, laboratory commissioning, and process specification coupon processing and testing. Testing can include salt spray, coating thickness, weight, hardness, abrasion resistance, adhesion, etc. Training can start concurrently with start-up and/or commissioning, or it can be designed to follow commissioning. If training follows commissioning, we usually begin with classroom training and follow with a period of supervised hands-on operations and maintenance support. Many design-build and design-bid-build projects fail to properly allocate time and resources for these critical tasks. ITI can support projects as small as one day to multi-year projects around the globe. ITI can develop start-up, commissioning, training, and O&M, health, and safety plans. We can provide extended operations and maintenance support, on-site tooling design and process optimization services. We custom design projects just like processes to meet client requirements. Contact us at info@processengineer.com to discuss your project and requirements.

Operations Support

Integrated Technologies, Inc. (ITI) works with our clients to provide temporary and long term operations support, including plant management, engineering, and operations and maintenance support services. We will work interactively with client staff, provide complete operational support by department, functional unit or facility, and/or work with clients to hire and train staff for new facilities or operations within existing facilities. ITI will also work with clients to assess current facility staffing and work with our clients to improve or replace nonperforming staff members. Contact us at info@processengineer.com to discuss your operations support requirements.