• Provide project management services on refinery or other downstream projects.
• Advise clients on EPC contractor selections and evaluate contract options for each phase.
• Conduct post-audits on capital projects and turnarounds.
• Evaluate and make recommendations on technology choices for large capital projects and greenfield projects.
• Provide Independent Engineer (IE) services to sources of debt or equity in large refinery and other midstream and downstream projects.

Exemplary Engagements:

• Provided project management services working closely with an EPC on a U.S. refinery expansion project providing overall project oversight and coordination on cost, schedule and scope issues and assisting the owner with commissioning, start-up and test-run activities necessary to achieve the project’s stated goals.
• Conducted a post-audit on a major turnaround for a Chicago area refinery client to determine the cause and preventive measures to avoid a recurrence of extensive overruns in schedule and cost.
• Evaluated competing technologies and contractors for a U.S. refiner client adding FCC gasoline and diesel hydrotreater capacity.
• Served as Independent Engineer (IE) in a U.S. $450+ million refinery upgrade project involving the construction of new processing units and related facilities plus several modifications to existing units at an integrated major’s USGC refinery. Our IE report included technology assessment, construction plan review, and design of performance and completion tests for the lenders and reviews of the major agreements and contracts with EPC contractors. During the engineering, procurement and construction period, we monitored progress and provided quarterly reports to the lenders.
• Served as IE for a US$600+ million refinery upgrade project involving the construction of new processing units and related facilities plus revamps to existing units at a world-scale U.S. refinery. The centerpiece of the expansion was a delayed coker unit and associated modifications to the refinery’s hydroprocessing and other support units. After funding was achieved, we served as IE for the sources of financing during the Engineering, Procurement and Construction (EPC) phases of the project. In this role, we monitored the progress of the major contractors and provided quarterly reports to the lenders. We also designed the lender performance tests and following startup, verified the completion of these tests.
• Served as the Independent Engineer/Owner’s Representative to monitor progress and approve disbursements to the EPC contractor on a US$400+ million project to add a catalytic cracking unit, delayed coker and debottleneck or upgrade several existing units at a large USGC refinery. This project also evaluated the economic feasibility of adding a UOP CCR Unit.