EPC (Engineering, Procurement, Construction) Course

Lesson 1 • Project Stakeholders and Roles

Maps every party in an EPC project and their decision-making authority. Clarifies accountability boundaries that govern engineering, procurement, and construction phases.

Lesson 2 • EPC Contract Types and Structures

Compares lump-sum, reimbursable, and hybrid contract forms and their risk profiles. Connects contract selection to project complexity and owner risk tolerance.

Lesson 3 • EPC Model Overview and History

Traces EPC's evolution from traditional design-bid-build and defines its integrated delivery logic. Provides context for understanding why EPC dominates capital-intensive industries.

Lesson 4 • Project Life Cycle and Phase Gates

Defines EPC phase gates from concept through commissioning and handover. Establishes the decision checkpoints that control scope, cost, and schedule commitments.

Lesson 1 • Engineering Schedule and Resource Planning

Teaches how to build and control an engineering schedule tied to procurement and construction needs. Addresses resource loading, bottleneck identification, and recovery planning.

Lesson 2 • Design Basis and Engineering Scope

Establishes how the design basis document anchors all engineering decisions. Connects scope definition to cost and schedule baselines set in the contract.

Lesson 3 • Value Engineering and Design Optimization

Applies value engineering techniques to reduce cost without compromising function. Links design optimization decisions to procurement and constructability outcomes.

Lesson 4 • Engineering Deliverable Management

Introduces deliverable registers, review cycles, and approval workflows. Ensures students can track engineering progress and manage document control rigorously.

Lesson 1 • Vendor Qualification and Prequalification

Establishes criteria and processes for qualifying vendors before bidding. Reduces supply chain risk by ensuring only capable suppliers receive inquiries.

Lesson 2 • Procurement Planning and Strategy

Defines procurement scope, make-or-buy decisions, and sourcing strategies for EPC projects. Aligns procurement planning with engineering deliverable release schedules.

Lesson 3 • Inspection and Supplier Quality

Introduces inspection and test plans, third-party inspection, and supplier quality surveillance. Ensures materials and equipment meet specifications before shipment.

Lesson 4 • Purchase Order Management

Addresses purchase order placement, expediting, and change management through delivery. Connects order management to construction site readiness and schedule compliance.

Lesson 1 • Subcontractor Management

Covers subcontract award, mobilization, and performance management on site. Addresses coordination between multiple subcontractors working in shared areas.

Lesson 2 • Site Mobilization and Setup

Defines the activities required to establish a functional construction site before work begins. Covers temporary facilities, access, and site organization planning.

Lesson 3 • Construction Work Packaging

Introduces construction work packages as the primary unit of planning and control. Links work packages to engineering deliverables, materials, and labor resources.

Lesson 4 • Construction Quality Control

Establishes quality control processes for construction activities, including inspection hold points. Connects field quality records to handover documentation requirements.

Lesson 1 • Resource-Loaded Schedule Management

Integrates labor, equipment, and material resources into the project schedule. Teaches resource leveling to resolve over-allocation without extending the critical path.

Lesson 2 • Schedule Risk and Uncertainty Analysis

Introduces probabilistic schedule analysis to quantify completion date uncertainty. Connects risk-adjusted schedules to contingency planning and management reserve decisions.

Lesson 3 • Critical Path Method Application

Applies CPM analysis to identify schedule-driving activities and float consumption. Enables students to prioritize resources and decisions based on criticality.

Lesson 4 • Schedule Monitoring and Recovery

Covers earned value schedule performance metrics and variance analysis techniques. Teaches corrective action planning when schedule deviations exceed acceptable thresholds.

Lesson 1 • Risk Identification Techniques

Applies structured techniques to surface technical, commercial, and external EPC risks. Produces a comprehensive risk register as the foundation for analysis.

Lesson 2 • Risk Monitoring and Reporting

Maintains the risk register through regular reviews and integrates risk status into project reporting. Teaches escalation triggers and risk closure criteria.

Lesson 3 • Qualitative and Quantitative Risk Analysis

Scores risks by probability and impact using qualitative matrices, then quantifies key risks. Prioritizes risks for response planning based on exposure and criticality.

Lesson 4 • Risk Management Framework and Planning

Establishes the risk management plan, roles, and process tailored to EPC project complexity. Aligns risk management with contract type and project phase.

Lesson 1 • Cost Forecasting and Reporting

Produces accurate cost forecasts and management reports that support owner decision-making. Covers cash flow forecasting, accruals, and cost report presentation.

Lesson 2 • Change Order and Cost Control

Manages scope changes through a formal change control process that protects the cost baseline. Teaches pricing, negotiation, and approval of change orders with owners.

Lesson 3 • Project Budget and Cost Baseline

Establishes how the approved budget is structured into a cost baseline with contingency and management reserve. Links the cost baseline to the work breakdown structure.

Lesson 4 • EPC Cost Estimating Methods

Covers estimating techniques from order-of-magnitude through definitive estimates across EPC phases. Connects estimate class to project maturity and decision-making requirements.

Lesson 1 • Pre-Commissioning and Mechanical Completion

Defines mechanical completion criteria and the pre-commissioning activities that verify installation integrity. Produces the punch list and completion certificates required for handover.

Lesson 2 • Commissioning Planning and Organization

Establishes the commissioning management plan, team structure, and system boundaries. Integrates commissioning planning with construction completion milestones.

Lesson 3 • Handover and Acceptance

Manages the formal transfer of completed systems from contractor to owner operations. Covers documentation packages, training, and acceptance certificate requirements.

Lesson 4 • Project Closeout and Lessons Learned

Completes all contractual, financial, and administrative obligations at project end. Captures lessons learned to improve future EPC project performance.