EPC Roundtable

Engineering, Procurement and Construction (EPC) Roundtable

Today’s capital constrained energy market is focusing Owner, Engineering and Construction companies toward partnering and working more collaboratively in their commercial relationships and project execution strategies. These practices can help ensure our capital projects remain viable from conception to completion. The Project Management Institute Southern Alberta Chapter (PMI-SAC) created the EPC Roundtable in 2010 to provide a neutral forum for PMI-SAC members and affiliates to proactively discuss EPC project issues.

The EPC Roundtable convenes annually in Calgary with representatives from Owner Companies, Engineering Consultants, Construction Contractors, and Academics. Topics of discussion focus on defining best practices for achieving success in Capital Projects within the Alberta marketplace. The meetings are half day sessions that are formally structured to produce a whitepaper from the findings of the group. These whitepapers are available for download (see links below).

Next EPC Roundtable Meeting

PMI Southern Alberta Chapter will be conducted  in May 2018. More information will be provided about the organization of this event.

The next EPC round table will be sponsored by  Emerson

emerson 2


Any suggestions for topics or to get on the mailing list for future meetings - Email: Communications@pmisac.com

Join EPC Roundtable LinkedIn Group

Join the PMI-SAC EPC Roundtable LinkedIn Group to learn more about upcoming topics for discussion and their outcomes.

Past Meetings and Whitepapers

Spring 2017  

Cost Containment For Sustaining Capital Projects

Whitepaper - Cost Containment For Sustaining Capital Projects

With oil gas prices at the lowest levels in several years, industry focus has shifted from large greenfield capital projects needed for growth to smaller sustaining projects and cost containment. Accordingly, cost containment for sustaining capital projects was chosen as the theme for the 2017 PMI-SAC RoundTable Workshop. Participants included professionals from owners, EPC contractors, consultants and academia currently engaged in addressing the issues of containing costs for sustaining projects. Attendees addressed lessons learned and best practices across the following four key themes:

  • Use of Standardized Designs
  • Fit for Purpose Project Delivery Models
  • The Right Contracting Strategy
  • Managing the Cost of Continuous Improvement and Technology Adoption

Spring 2016


Best Practices for Claims Avoidance

Whitepaper - Best Practices for Claims Avoidance

To provide guidance for Capital Projects in mitigating the impact of claims, PMI-SAC’s EPC Round Table chose this for the topic for their May 2016 workshop. The workshop’s objective was to identify a set of Best Practices to avoid claims in construction projects. The session was attended by experienced professionals that are active in the area of construction claims. Contractors, Owners, Lawyers, Independent Consultants and Academics were all represented in the Workshop. Attendees were asked to examine five general themes that contribute to the majority of construction claims in detail:

  •  Lack of Proper Change Control
  • Failure of Owners to Meet Their Obligations
  • Unforeseen Site Conditions
  • Lack of Team Alignment
  • Poor Contractor Performance

Spring 2015


Project Optimization in a Downsizing Environment

Whitepaper - Project Optimization in a Downsizing Environment

Recent delays and cancellations of major capital projects in the energy sector have affected many of us that work in the oil and gas industry. We find ourselves in an environment where some projects are delayed, some are undergoing further study, or some that are cancelled altogether. The focus of this workshop is to identify how we and our project teams can best adapt to this changing landscape.

The workshop focused on 5 themes:
• Best Practices for Project Slow down and Restart
• Best Practices for Retaining Project Knowledge within the Organization
• Best Practices for Fit for Purpose Processes
• Organizational Strategies During Downturns
• How Do We Make Ourselves Invaluable to the Project Organization?

Spring 2014


Best Practices for Project Development

Whitepaper - Best Practices for Project Development

Activities performed during Front End Loading (FEL) phases of major construction projects by:
• Business Development (BD)
• Project Development (PD)
• Project Teams

The Roundtable developed best practices around three themes:
• Project Team Communications
• Obtaining Funding for Project Development
• Combining Business Competitiveness with Planning Realism

In the opinion of EPC Roundtable members, adoption of these Best Practices can:
• Improve coordination and reduce conflicts between Business Development and the Project Teams
• Improve predictability of project results
• Improve our portfolio management practices by funding projects that have the greatest benefit to the business

Spring 2013


Workshop Objective - Develop a Best Practice for Integrated Scheduling for Capital Projects in Alberta

White Paper – Best Practices for Integrated Scheduling

Discussion Points:
• Develop Competent Scheduling Resources
• Follow a Realistic Scheduling Plan
• Perform Detailed Schedule Reviews
• Integrate Subordinate Schedules During Execution
• Educate Stakeholders on Scheduling Practices

In the opinion of EPC Roundtable members, adoption of these Scheduling Best Practices can:
• Improve coordination and reduce conflicts between owners, contractors & stakeholders.
• Improve predictability of project in-service dates.
• Improve ability to forecast resource constraints through resource-loaded schedules.
• Better decisions by Project Management to steer the project to the best possible outcome.

Fall 2012


Project Control Best Practices for Mega Projects

Whitepaper – Project Control Best Practices for Mega Projects

Project Control Best Practices for Mega Projects (Relationship between PM & PC) - As we launch into another aggressive campaign of capital project activity in Alberta, will we continue to use the traditional project control owner/contractor relationship where the owner defines basic cost/schedule requirements and the contractor provides the bare minimum to meet these requirements? Or, will we strive to develop a more project focused approach that provides the project team accurate, timely and value added status and forecasting information?

Requests for Information and Change Orders during Construction - Despite our best efforts, RFIs and Change Orders are processed too slowly for our construction teams. The decision making and paperwork seems to hold back the physical construction activities as our Trades wait for clear direction from the Owner and Engineering contractor to resolve common site issues. What can we do to improve productivity at site by the responding in a timelier manner?

Can traditional processes be scalable for smaller projects or do we need to create new, more accommodating systems? - Recent benchmark details indicate that Alberta’s sustaining capital and maintenance project workload has or will shortly surpass the major project capital spending. Can traditional major project work processes, decision gates, project control and other related tools and techniques be scalable to the smaller project environments or do we need to create totally separate systems to address these small project portfolios?

Fall 2011


What Will Make the Difference the Next Time?


White Paper - What Will Make The Difference Next Time?

What should we do differently with regard to project planning and execution to ensure that projects do not suffer from the same issues experienced in the past or at least are prepared with some mitigating actions

  • Key Risk Management Strategies and Ownership of Risks
  • Structuring Contracts for Success – Reimbursable vs. Lump Sum – Pros and Cons
  • What is the right level of Owner involvement in the Engineering Design Process?
  • Techniques for earlier Operations involvement
  • How can Owners, Engineering and Construction companies ensure accurate quality documents?
  • How do we assure the accuracy of Project Cost Estimates?
  • How do we address project cost data collected over the past 5 years? Is the cost data of 2006-2008 relevant today?
  • Construction Labor Availability/Productivity – Lessons Learned during the boom construction years
  • How do we adjust our projects to deal with a limited supply of experienced field labor supervision?


Chapter Membership

Total Members 2524
New Members Added 1
PMP® Members 1813
CAPM® Members 57
PgMP® Members 4
PMI-SP® Members 8
PMI-RMP® Members 12
PMI-ACP® Members 24
PfMP® Members 1
PMI-PBA® Members 1
PMP/CAPM/PgMP/PMI-SP/PMI-RMP/PMI-ACP/PfMP/PMI-PBA are registered marks of the Project Management Institute, Inc.





emerson 2