Phase I of Asset Lifecycle Management in a boiler plant is Plan and Design.
This phase is predominantly focused on understanding the needs, goals
and available options that will satisfy the requirements to achieve the goals.
Items typically reviewed would be the type of medium (steam or hot water)
application, equipment requirements, scope of work definition and goals of
the project. Engineers are often looking for equipment information to
develop specifications and better understand proper application of the
equipment. Installing contractors will be interested in the specifications,
drawings and installation guidelines. End-users would be focusing on
understanding all the options available to them including equipment and
option comparisons relative to efficiencies, reliability, safety and
sustainability features. This phase originates with the “Need Definition” step
and continues on to the “Order Placement” step.

Cleaver-Brooks offers the following in the Plan and Design phase:

• Specifications
• Engineering assistance
• Application awareness and design assistance
• Total Cost of Ownership guidance
• Technical documentation:
  • Process & Instrumentation Diagrams (P&ID)
  • General arrangement drawings
  • Dimensional drawings
  • 3D models
  • Cut sheets
• Procurement and CAPEX planning
• Boiler Operations Optimization Savings Test (BOOST)
• Terms and conditions of sale
• Boiler rentals 
• Risk mitigation