Table of Contents
1. Purpose
This procedure covers the technical review of technical documents submitted by equipment and material vendors.
2. General
Vendor documents include vendor drawings and instructions for erection, commissioning, operation and maintenance.
3. Responsibilities
The Lead Specialist Engineer has the responsibility for the technical review of vendor documents.
The Lead Project Engineer is responsible for ensuring that vendor documents are made available to the appropriate Lead Specialist Engineer for technical review.
4. Procedure
4.1 Technical Review of Vendor Documents
Project Engineering, in addition to its responsibility to review certain documents, shall be responsible for ensuring that the documents are sent to any and all disciplines which need to review vendor documents or need input from vendor documents.
Project Engineering shall ensure that all disciplines which are required to review the documents, have initialled the documents after review. Each responsible project engineer shall familiarize himself with the requirements of all appendices to this procedure to ensure that all documents are routed to the correct departments.
The vendors shall be advised of any changes by prompt reissue of the Company requisition, specifications and/or drawings.
For important changes, the vendor shall be advised immediately by telex.
Withholding essential design changes from the vendor in the expectation that their documents will soon be available for mark-up, could cause an adverse effect on quality.
Technical review of vendor documents shall ensure that:
- the vendor design is adequate for its purpose and complies with the latest issue of the Company requisition and the latest issue of the applicable Company documents and authority requirements mentioned therein;
- all information which Company requires to complete the work is given (including information required by disciplines not included in the routing);
- instructions for erection, installation, commissioning, operation and maintenance cover the requirements as set out for these documents and are reviewed by the Specialist Engineer.
Changes or corrections shall be clearly marked up with constructive comments to ensure that both the vendor and Company can proceed with their work on a sound basis.
All comments on the vendor's documents shall be identifiable, in relation to the engineer who commented by means of signature or color code and if necessary, additional comments may be made on separate sheets, equally identifiable and safely secured by staples to the vendor's documents to which they relate.
Changes which are not essential for the proper function (or approval by third parties) of the item shall be avoided. In case of doubt, the Project Manager must be consulted.
Process Engineering shall review vendor data for critical process equipment in accordance with the itemized list made for the project.
Generally, Process Engineering shall review the process data of:
- air-cooled heat exchangers
- vendor-designed equipment in columns, reactors and vessels
- vendor-designed shell and tube exchangers
- vendor-designed special heat exchangers (plate, spiral, block ,etc.)
- trays and internals of columns (including vendors' drawings)
- package units involving process type operations
- fired process heaters
- boilers
- compressors
- pumps
- ejectors
In addition to review of referred equipment, Process Engineering can consider reviewing vendor documents for:
- control valves in main process streams
- safety valves
- relief valves
- interlock systems
Persons responsible for review shall initial all documents they have reviewed, as well as the vendor print transmittal before hand-carrying it to the next person on the routing list.
4.2 Company-Designed Equipment and Vendor-Designed Equipment
A part of this procedure covers the documents to be submitted by vendors for all equipment, whether designed by Company or by the vendor.
Attachment 1 lists Company-designed equipment (except air-cooled heat exchangers). The other appendices specify vendor-designed equipment.
In order for Company to achieve continuous and uninterrupted progress in the design work, it is essential that certain information on vendor-designed equipment is obtained as soon as possible after order placement. Generally, the following information is required soon after order placement to enable associated design work to continue:
- overall dimensions and space requirements of package units;
- design pressure and temperature if in vendor's scope;
- setting plans;
- weights;
- rating, size and location of nozzles;
- kW requirements of electrically driven equipment;
- utility requirements.
Purchasing Department, Project and Specialist Engineering are responsible for expediting this initial information during the pre-award meeting with the selected vendor. The information should be obtained in certified form, because preliminary information is only of limited value.
4.3 Routing and Distribution of Vendor Documents
Vendor documents shall be routed and distributed after routing in accordance with ref. 6.4 and the Document Distribution and Routing Schedule (ref. 6.5) established for the project.
All copies of the vendor drawing will be provided with a document review sticker (see Attachment 7).
5. Flowchart
None.
6. References
| Document Number | Title | Level | |
| 6.1 | CM-PE-510 | Technical Evaluation of Quotations |
2
|
| 6.2 | DE-EP-304 | Procedure for Vendor Document Handling in Design Engineering |
3
|
| 6.3 | CM-PE-705 | Subcontracts Procedure |
2
|
| 6.4 | BN-EX-002 | Vendor Print Control Procedures |
2
|
| 6.5 | BN-U212 | Document Distribution Schedule |
4
|
7. Attachments
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Review of Vendor Documents by Vessel Engineering
-
Review of Vendor Documents by Mechanical Engineering
-
Review of Vendor Documents by Control Systems Engineering
-
Review of Vendor Documents by Electrical Engineering
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Review of Vendor Documents by Structural Engineering
-
(Later) Review of Documents by outside engineering offices (subcontractors to BBV)
-
Use of Document Review Sticker
1. REVIEW OF VENDOR DOCUMENTS BY VESSEL ENGINEERING
(including METALLURGICAL ENGINEERING)
1. EQUIPMENT FOR WHICH VENDOR DOCUMENTS MUST BE REVIEWED
Vessel Engineering and Design shall review the documents furnished by vendors for the following equipment:
- columns (and their internals)
- vessels
- reactors
- shell and tube exchangers
- air-cooled heat exchangers
- storage tanks and spheres
- miscellaneous items subject to Authority (code) approval
2. BASIS FOR REVIEW (Reference Documents)
The latest issue of the Company requisition and the latest issue of the other applicable Company documents and Authority/code requirements mentioned therein.
Instructional design drawings prepared by the Vessel Design Section. Calculations prepared by Vessel Engineering.
The checklists used for technical evaluation of the quotation.
Any other Authority and/or code rule as applicable.
3. SCOPE OF THE REVIEW
Vessel Engineering and Design shall review the vendor documents against the documents mentioned in § 2.0 above.
Vendor documents to be reviewed include (but are not limited to):
3.1 Drawings
The Vessel Design Section shall review the vendor drawings for conformity with the reference documents mentioned in § 2.0 above.
3.2 Calculations
Vessel Engineering shall review vendor calculations in relation to the vendor drawing for conformity with the prescribed code and specification requirements and correctness of the design, including materials (strength, brittleness, hardness, welding properties, corrosion).
3.3 Welding Procedures
Vessel Engineering shall review welding procedures for conformity with code and specification requirements, including the selection of the proper electrodes.
3.4 Stress Relieving Procedures
Vessel Engineering shall review the stress relieving procedures for conformity with code and specifications and the requirements of the material specification.
3.5 Hydro-Testing Procedures
Vessel Engineering shall review the hydro-testing procedures for storage tanks and spheres. The procedures shall be reviewed for conformity with the procedures issued by Company for hydro-testing of tanks and spheres.
3.6 Other Documents
Other documents shall be reviewed as directed by the Group Manager Vessel Engineering
3.7 Process Engineering shall review process data and vendor drawings for equipment (see § 4.1 of this procedure).
3.8 Home Office Construction (Construction Coordinator) shall review documents relating to special and major equipment requiring field labor.
3.9 Air-cooled Heat Exchangers
Documents for air-cooled heat exchangers shall also be reviewed by:
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Process Engineering for process design;
-
Electrical Engineering for the electrical requirements of the fan motors;
-
Piping Design for:
a. size, rating and location of nozzles,
b. overall dimensions; -
Structural Engineering for structural steel design and layout of platforms and ladders;
-
Civil Engineering for civil requirements;
-
Control Systems Engineering, if instrument requirements are included;
-
Noise Specialist Engineer for noise generation;
-
Project Engineering for:
a. updating flow diagrams and line designation tables,
b. checking whether all relevant disciplines have seen and initialled the vendor documents.
4. STICKER
After review the Vessel Engineer and other specialist engineers will initial the document review sticker as indicated in Attachment 7.
REVIEW OF VENDOR DOCUMENTS BY MECHANICAL ENGINEERING
1. EQUIPMENT FOR WHICH VENDOR DOCUMENTS MUST BE REVIEWED
Mechanical Engineering shall review the documents furnished by the vendors for the following equipment:
- centrifugal pumps
- reciprocating pumps
- centrifugal compressors
- reciprocating compressors
- fired process heaters
- boilers
- ejectors
- mixers
- flare systems
- miscellaneous mechanical equipment
- heating, ventilation and air conditioning equipment (HVAC)
2.1 The latest issue of the Company requisition and the latest issue of the other applicable Company documents and Authority/code requirements mentioned therein.
2.2 The checklists used for technical evaluation of the quotation.
- Process Engineering for process data.
- Piping Design for:
- overall dimensions,
- sizes, rating and location of nozzles.
-
possible vibration studies (reciprocating compressors and large reciprocating pumps),
-
allowable forces on nozzles,
-
piping, possibly included in package units.
- Pipe Supporting (fired heaters only) for expansion and stress studies.
- Structural Engineering for the structural steel element, such as structural steel frames and the layout of platforms, stair ways and ladders on package units.
- Civil Engineering for civil requirements.
- Control Systems Engineering for the instrumentation in package units.
- Vessel Engineering for vessels and heat exchangers if included in package units.
- Noise Specialist Engineer for noise generation.
- Project Engineering for:
- updating of flow diagrams and line designation tables,
- obtaining utility requirements. -
Home Office Construction (Construction Coordinator) shall review documents relating to special and major equipment requiring field labor.
3.1 Mixers
- The documents for mixers shall also be reviewed by:
- Electrical Engineering for the requirements of electrically driven mixers.
- Vessel Design, if the mixers are installed in a vessel or tank.
- Piping Design for overall exterior dimensions.
- Project Engineering for checking whether all relevant disciplines have seen and initialled the vendor documents.
3.2 Miscellaneous Mechanical Equipment
Project Engineering shall decide which disciplines shall review the documents.
3.3 Heating, Ventilation and Air-Conditioning Equipment (HVAC)
Documents for HVAC shall also be reviewed by:
- Electrical Engineering for electrical requirements
- Architectural Engineering for overall dimensions
- Control Systems Engineering for possible instrumentation requirements
- Piping Design
- Project Engineering for possible utility requirements
4. STICKER
After review the Mechanical Engineer and other specialist engineers will initial the document review sticker as indicated in Attachment 7.
REVIEW OF VENDOR DOCUMENTS BY CONTROL SYSTEMS ENGINEERING
1. INSTRUMENTS FOR WHICH VENDOR DOCUMENTS MUST BE REVIEWED
The review of vendor documents is applicable to all instrument requisitions.
2. BASIS FOR REVIEW (Reference Documents)
The latest issue of the Company requisition and the latest issue of the other applicable Company documents and Authority/code requirements mentioned therein.
Any other Authority and/or code rule as applicable.
The checklists used for technical evaluation of the quotation.
3. SCOPE OF THE REVIEW
The vendor documents shall be reviewed against the documents mentioned in § 2.0 above.
Vendor drawings for control valves and in-line instruments shall also be reviewed by Piping Design.
Vendor documents to be reviewed include (but are not limited to):
3.1 Drawings
Vendor drawings shall be reviewed by the Design Section for conformity with the requisition with regard to type/size, materials, wiring details, etc.
The Control Systems Engineer will receive the documents after review/update by the Design Section. He shall review the comments and check that performance/features as specified in the requisition are included.
3.2 Material/Design Certificates
Material and design certificates (e.g. ex-proof/intrinsically safe) certificates are to be reviewed by the Design Section under the supervision of the Control Systems Engineer.
3.3 Test and Calibration Procedures
Test and calibration procedures shall be reviewed by the Control Systems Engineer for compliance with the requisition.
3.4 Manuals for Service/Maintenance
Manuals for service/maintenance are to be reviewed for completeness by the Design Section under the supervision of the Control Systems Engineer.
3.5 Package Unit Drawings
Package unit drawings shall be reviewed by the Design Section for wiring requirements, location of instruments (accessibility) and junction boxes. The Control Systems Engineer shall review the package unit flow sheets, instrument data sheets and performance of the instrumentation supplied with the equipment.
In cases where the vendor supplies sized/calculated instruments, Control Systems Engineering shall review the vendor sizing calculations (e.g. process-activated control valves, breather valves etc.).
3.6 Other Items
Other items shall be checked as directed by the Lead Control Systems Engineer.
4. STICKER
After review the Control Systems Engineer will initial the document review sticker as indicated in Attachment 7.
REVIEW OF VENDOR DOCUMENTS BY ELECTRICAL ENGINEERING
1. ELECTRICAL EQUIPMENT FOR WHICH VENDOR DOCUMENTS MUST BE REVIEWED
All vendor documents for equipment being fabricated according to equipment specifications need approval from Electrical Engineering and Design before fabrication that the equipment conforms with the specified requirements.
Catalog items do not require approval before fabrication.
2. BASIS FOR REVIEW (Reference Documents)
The latest issue of the Company requisition and the latest issue of the other applicable Company documents and Authority/code requirements mentioned therein.
Any other Authority and/or code rule as applicable.
3. SCOPE OF THE REVIEW
The vendor documents shall be reviewed against the documents mentioned in § 2.0 above.
If applicable, the vendor documents shall also be reviewed by:
- Mechanical Engineering
- Structural/Civil Engineering
Correct routing to be checked by Project Engineering.
4. STICKER
After review the Electrical Engineer will initial the document review sticker as indicated in Attachment 7.
REVIEW OF VENDOR DOCUMENTS BY STRUCTURAL ENGINEERING
1. STRUCTURES FOR WHICH VENDOR DOCUMENT SHALL BE REVIEWED
|
Description of Structural Steel Categories Involved |
Company Code |
|
Building structures; main framing |
B |
|
Equipment supporting structures |
DS 001 |
|
Pipe supporting structures |
DS 002 |
|
Steel supported by equipment |
DS 003 |
|
Miscellaneous steel |
DS 004 |
|
Steel in or against building structures |
DS 005 |
|
Steel for special equipment (such as flare systems GQ) |
G |
|
Steel frames for heaters (HS), boilers (HB), incinerators (HN) |
H |
|
Structural steel for compressors; rotary (PC), reciprocating(PR) |
R |
|
Structural steel for air-cooled heat exchangers |
TA |
2. BASIS FOR REVIEW (REFERENCE DOCUMENTS)
The latest issue of the Company requisition and the latest issue of the other applicable Company documents and Authority/code requirements mentioned therein, together with all modified instructions as may be contained in M.O.M.'s and/or other directives.
Instructional design drawings prepared by the Structural Design Section.
Calculations prepared by Structural Engineering.
All other applicable Authority and/or code rules.
3. SCOPE OF REVIEW
All reviews shall be carried out in accordance with the dictates of all documentation referenced in 2.0 above.
The Structural Engineer shall ensure that all reviews applicable to the vendor's documents but not carried out by the Structural Department, are effectively carried out by others as appropriate.
Vendor's documents subject to review shall include but not be limited to the following.
3.1 Fabrication Schedules
The Structural Engineer shall review these schedules in cooperation with the Planning and Expediting Department to ensure that target dates can realistically be achieved.
3.2 Welding Procedures
The Structural Engineer shall ensure that all welding procedures are adequately reviewed by the Metallurgical Engineer. Special attention shall be paid to the following.
a. Procedure to suit specified materials.
b. Preheating and heat maintenance/control in selected/difficult areas.
c. Post heat treatment and procedures where considered/necessary/advisable.
3.3 Certification and Traceability
The Structural Engineer shall ensure that the Inspection Department is aware of the levels of required certification and traceability and ensure that the appropriate reviews are carried out.
3.4 Welders Qualifications
The Structural Engineer shall ensure that the Inspection Department is aware of the levels of required qualifications and ensure that the appropriate reviews are carried out.
3.5 NDT Examinations Procedures
The Structural Engineer shall ensure that the Inspection Department is aware of the required levels of non-destructive testing and that the vendor's proposed procedures are in accordance with the requirements of the appropriate specifications.
3.6 Trial Erection Procedures
Where trial erections, in full or in part, are required the Structural Engineer shall ensure that the Inspection Department is aware of the requirements and shall ensure that the procedures are reviewed in relation to:
a. specification and engineering requirements.
b. physical feasibility, including specially imposed stresses.
c. schedule commitments.
3.7 Fabrication Tolerances
The Structural Engineer shall review, in cooperation with the Inspection Department, the vendor's fabrication tolerances.
3.8 Calculations
The Structural Engineer shall review all vendor's calculations to ensure that they are both correct and comprehensive in relation to the appropriate codes, specifications and other requirements and to ensure that they are truly representative of the structure as detailed.
Special attention shall be paid to the following:
a. References to specifications.
b.Stipulation of material quality and certification/examination.
c.Derivation and combination of loads.
d. Descriptions and conclusions related to computerized calculations including the mathematical model.
e. Realistic analysis of the configuration.
f. Selections of members to suit the codes and the required physical clearances for headroom, pipe, equipment and the like.
g. Availability of unusual selected members.
h. Special requirements such as welding sequences for complex joints, heat control, stress relieving and the like.
i. Observance of the requirements related to temperature, expansion, vibration and deflection/translation.
3.9 Drawings
All drawings shall be thoroughly reviewed by the Structural Department.
Special attention shall be paid to the following:
a. Material classification and specification of members and appurtenances.
b. References to, compliance with, the appropriate calculations.
c. Clearances in relation to:
- headroom
- equipment
- piping and instrumentation
- maintenance requirements
- general access.
d. Special joint requirements including, as appropriate:
- procedures
- welding sequences
- heat treatments
- methods of examination
- torque requirements
- surface treatment.
e. Dimensional accuracy.
f. Transportation feasibility.
g. Site connections.
h. Fire-proofing.
i. Escape and safety hazards.
j. Surface preparations.
k. Marking systems.
l. Material lists.
4. STICKER
After review the Structural Engineer and other Specialist Engineers will initial the document review sticker as indicated in Attachment 7.
REVIEW OF DOCUMENTS PREPARED BY OUTSIDE ENGINEERING OFFICES
(subcontractors to Company)
(Later)
USE OF DOCUMENT REVIEW STICKER
|
P.O. |
<Customer> |
|||
|
TRM. |
DATE |
|||
|
REQ. |
Reviewed without comments | |||
|
ITEM |
DCN |
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|
client dwg no |
SEQ |
Comments as noted | ||
|
REV |
||||
| vendor dwg no | Resubmit before fabrication | |||
|
REV |
||||
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Important: Company’s review of the this drawing is limited to general construction and/or general design only and our comments or failure to comment do not signify our approval nor relieve the vendor of his responsibilities for strict conformance with the requirements of the purchase order and its attachments for correctness of weld design, for accuracy of shop details and for proper performance of the equipment in the specified service |
||||
A. The sticker will be preprinted with the following information generated by the VPC computerized system.
|
P.O. - Purchase order number |
DATE - Transmittal date |
|
TRM. - Transmittal number |
DCN - Document classification number |
|
REQ. - Requisition number |
SEQ - Document sequence number |
|
ITEM - Equipment/Item number |
client
dwg no - Idem
vendor
dwg no - Idem
B. INITIALS
The Specialist Engineer(s) indicated on the routing, put(s) his/ their initials in the box of the stamp as corresponding to his type of comment.
C. PROJECT
The Project Engineer responsible for the equipment concerned checks correctness of specialist engineers' routing on the transmittal before the routing. This is especially valid for the accounts G-H-PC and TA.
The Project Engineer initials his confirmation or correction of the comment(s) as filled out under B after the routing.