EQUIPMENT AND PACKAGED UNITS -- GENERAL PURCHASING REQUIREMENTS AUGUST 1993 PAGE 1 of 8 EGE 00-C-4 -- 1993 TABLE OF CONTENTS 1. Scope This Guide defines requirements for the purchase of engineered equipment that is either individually delivered or furnished as a packaged unit. This Guide is not intended to replace the terms and conditions of the purchase order or the job contract.
EQUIPMENT AND PACKAGED UNITS -- GENERAL PURCHASING REQUIREMENTS AUGUST 1993 PAGE 1 of 8 EGE 00-C-4 -- 1993 TABLE OF CONTENTS 1. Scope This Guide defines requirements for the purchase of engineered equipment that is either individually delivered or furnished as a packaged unit. This Guide is not intended to replace the terms and conditions of the purchase order or the job contract.
EQUIPMENT AND PACKAGED UNITS -- GENERAL PURCHASING REQUIREMENTS AUGUST 1993 PAGE 1 of 8 EGE 00-C-4 -- 1993 TABLE OF CONTENTS 1. Scope This Guide defines requirements for the purchase of engineered equipment that is either individually delivered or furnished as a packaged unit. This Guide is not intended to replace the terms and conditions of the purchase order or the job contract.
EQUIPMENT AND PACKAGED UNITS GENERAL PURCHASING REQUIREMENTS
AUGUST 1993 PAGE 1 OF 8 EGE 00-C-4 1993
TABLE OF CONTENTS 1. Scope 6.3 Quality Assurance/Quality Control 2. References Program 3. General 6.4 Guarantees 4. Proposal Instructions 6.5 Subcontractors 5. Vendor Drawings and Schedule 7. Packaged Unit Considerations Requirements 8. Inspection and Test Requirements 6. Requirements for Vendors Proposal 9. Contract Data and Requirements 6.1 Field Erection 10. Preparation for Shipment 6.2 Field Supervision Appendix Documentation Requirements Sheet (DRS) 1. SCOPE This Guide defines requirements for the purchase of engineered equipment that is either individually delivered or furnished as a packaged unit. Requirements for submission of the vendor's proposal are also included. This Guide is not intended to replace the terms and conditions of the purchase order or the job contract. 2. REFERENCES The following Mobil Engineering Guides and Management Guides shall be considered a part of this Guide. Unless otherwise specified herein, use the edition dates cited below. Mobil Engineering Guides EGS 105 (1990) Project Quality Assurance EGS 118 (1993) Transport, Rigging, and Erection of Equipment and Vessels Mobil Management Guides 00-0901 (1992) Purchasing Principles and Practices 01-0307 (1984) Approved Contractor Bid List 01-0309 (1991) Construction Projects Controls, Accounting and Auditing MOBIL ENGINEERING GUIDE EGE 00-C-4 1993 PAGE 2 OF 8 AUGUST 1993 3. GENERAL Equipment shall be purchased in conformance with the following: This Guide Mobil Management Guides 00-0901, 01-0307, 01-0309 Instructions to bidders Specifications Engineering Guides referenced in the request for quotation (RFQ). Statutory requirements shall have precedence over less restrictive requirements. 4. PROPOSAL INSTRUCTIONS 4.1 Each vendor shall submit to the purchaser a base proposal for the specified equipment. The base proposal shall comply with the RFQ, the applicable project specifications, and the Engineering Guides. Conflicting requirements in these documents, if any, shall be resolved in writing by the parties prior to submission of the proposal. Technical and commercial questions shall be resolved between the purchaser and the vendor prior to award. 4.2 If significant savings or design improvements can be demonstrated, vendors may offer alternate proposals in addition to their base bid. A proposal that contains only an alternate will not be considered. 4.3 The vendor shall furnish all information requested in the RFQ and any accompanying documents, including documentation requirements sheets (DRS). Descriptive literature, drawings, and additional written information necessary to permit a clear understanding of the equipment's design basis, construction, operation, and maintenance shall be furnished with the proposal. 5. VENDOR DRAWINGS AND SCHEDULE REQUIREMENTS 5.1 The vendor shall include in the proposal a detailed schedule, as requested in the RFQ, for the following: Engineering Submittal of drawings (both certified and final) Submittal of data books Purchasing of materials Fabrication, inspection, testing, and delivery. The proposed schedule shall be approved by the purchaser and shall be updated monthly by the vendor after contract award. 5.2 The vendor shall quote the price to supply drawings in Intergraph CADD format. 5.3 Immediately after award, the successful bidder will be required to submit a comprehensive critical path schedule that addresses each step of the manufacturing process. This shall include a schedule for delivery of raw materials and components, as well as services that are performed by others. 5.4 The schedule shall allow sufficient time for the approval drawings, procedures, and other documents to be reviewed by the purchaser. MOBIL ENGINEERING GUIDE AUGUST 1993 PAGE 3 OF 8 EGE 00-C-4 1993 5.5 Generally, a DRS will be supplied by Mobil with the RFQ (see Appendix). Modifications and/or expansion of the requirements that are stated in the DRS may be made at the proposal clarification meeting. 6. REQUIREMENTS FOR VENDOR'S PROPOSAL 6.1 Field Erection When a proposal includes field erection of equipment, the vendor shall explain how the field erection is to be implemented, as well as the sources of labor and materials to be used. The requirements of EGS 118, Transport, Rigging, and Erection of Equipment and Vessels, shall be followed if applicable. 6.2 Field Supervision If requested, the vendor shall quote separately the per diem rates and all other charges to provide supervisory personnel for the erection or startup of equipment, or both, and shall furnish an estimate of any required supervisory time. 6.3 Quality Assurance/Quality Control Program The vendors proposal shall include details of the vendors and subvendors ongoing quality assurance/quality control (QA/QC) programs. This shall include the procedures and the QA/QC personnel to be assigned. The requirements of EGS 105 shall be met by all vendors and subvendors. A copy of the vendors QA/QC manual shall be submitted with the proposal. 6.4 Guarantees 6.4.1 The vendor shall guarantee equipment to be new and free from defects in design, materials, and workmanship. The vendor shall also guarantee that design and materials are free of any patent or copyright infringements. 6.4.2 The vendor shall guarantee equipment to perform as specified. 6.4.3 The warranty period shall be effective from the date the equipment is placed in service and is finally accepted by the purchaser. The term of the warranty shall be as stated in the purchase order. 6.4.4 If defects become evident or equipment performance proves unsatisfactory during the warranty period, the vendor shall make necessary repairs and alterations, or furnish and install replacement(s) at no cost to the purchaser. The vendor shall perform any corrective action at a time and in a manner convenient to the purchaser. The warranty period shall be adjusted to begin at the time all defects are corrected. 6.5 Subcontractors If the vendor proposes to use subvendors or subcontractors, the proposal shall note how much of the job is to be subcontracted. The following information shall be furnished for each subvendor or subcontractor: The subvendor's or subcontractor's name and the location of the place of business where the work will be performed MOBIL ENGINEERING GUIDE EGE 00-C-4 1993 PAGE 4 OF 8 AUGUST 1993 The items or parts to be supplied and the extent of work on those items by each subvendor or subcontractor A copy of the subvendor's/subcontractor's QA/QC manual or a statement that the subvendor/subcontractor will comply in all regards with the vendor's QA/QC manual An organization chart that describes the subvendor's/subcontractor's QA/QC department. 7. PACKAGED UNIT CONSIDERATIONS 7.1 Proposals for packaged units shall fully meet the requirements of the RFQ. All deviations require the purchaser's approval. Exceptions or deviations from the RFQ shall be fully detailed in writing. The cost of compliance with the purchaser's requirements shall, wherever possible, be included with any proposed deviations. 7.2 All documentation that is required to assure code compliance (such as U-1 Forms, etc.) shall be provided with the unit. 7.3 When packaged items are of a manufacturer's standard design, the manufacturer shall submit sufficient specifications and design detail in accordance with the RFQ to permit bid evaluation and acceptance of the bid proposal. 7.4 When packaged items are proprietary or a specialty of the manufacturer, the manufacturer shall note all exceptions to the purchase specifications. When a manufacturer's normal design criteria are more stringent than purchaser's, and consequently more expensive, the manufacturer shall submit a listing and justification of its criteria. Standards for all items that are considered exceptions to the purchasing specifications shall be fully detailed. 7.5 Where significant cost/schedule savings can be effected, the vendor shall propose alternatives to the specifications and detail the design and standards covering these alternatives. However, the manufacturer shall demonstrate that the proposed alternative is consistent with the overall project design standard. The proposed deviations shall reflect a proven, reliable design and shall fully satisfy the project objectives. They shall have a history of satisfactory performance under similar operating conditions. All proposed alternatives are subject to the purchaser's approval. 7.6 Engineered packaged units, or ones considered to be complex, will require a prequotation meeting between the manufacturer and the purchaser to fully define the proposed scope. This meeting will be followed by a pre-award meeting to address any further clarifications. When the RFQ calls for the purchaser to participate with the vendor in the purchase of packaged unit components, the manufacturer shall provide the purchaser with the bids for these components, together with a detailed technical and cost-analyzed bid tabulation. The purchaser will reserve the option to select other than the lowest acceptable bidder. This should be agreed upon in the pre-award meeting. 7.7 All subvendors who supply components for packaged units shall be subject to the same QA/QC requirements as the purchaser has with the vendor who supplies the packaged unit. 8. INSPECTION AND TEST REQUIREMENTS 8.1 The purchaser reserves the right to shop-inspect and to witness the tests on purchased equipment. The purchaser's inspectors shall have entry to the portions of the vendor's or subvendor's plant where work or testing is being done on the equipment. Inspection hold or witness points, as well as communication and notification procedures, shall be established prior to the start of fabrication. 8.2 The vendor shall facilitate the work of the purchaser's inspector by furnishing copies of specified certifications for materials, shop test data, and the like to verify compliance with specifications. The vendor MOBIL ENGINEERING GUIDE AUGUST 1993 PAGE 5 OF 8 EGE 00-C-4 1993 shall maintain for the inspectors review such other records as are needed to ensure compliance with material and fabrication specifications. 8.3 Prior to pressure testing, equipment shall be thoroughly cleaned internally and the external surfaces shall be free of weld spatter, scale, and other foreign material. Gasket compounds other than graphite and oil, or grease, shall not be used. 8.4 For hydrostatic tests or surface inspections of equipment, all exterior surfaces and welds that are subject to pressure shall be clean and dry. 8.5 New gaskets shall be installed in equipment joints that are opened for any reason after assembly or pressure test, except that ring-type joint gaskets may be reused if not damaged. 9. CONTRACT DATA AND REQUIREMENTS 9.1 The vendor shall submit specified drawings for the purchasers review and comment. The vendor shall not start fabrication of equipment until drawings and welding procedures are returned to the vendor by the purchaser and are marked "Reviewed" or "Reviewed as Noted." 9.2 The vendor shall submit in writing all deviations from the proposal or drawings. All drawings that are furnished with the RFQ shall be marked with comments and returned. Fabrication of affected parts shall not be started without prior written approval by the purchaser. 9.3 The purchasers review of vendor drawing(s) shall not relieve the vendor of the responsibility to meet the requirements of the specifications, nor shall such review be considered as permitting deviations from specifications or purchase order requirements unless specifically agreed to in writing. 9.4 The vendor shall require that all subvendors comply with all requirements of this Guide, including the submittal of a QA/QC program. In addition, all vendors shall furnish to the purchaser pertinent information on any subvendors, their schedules, and the equipment components being manufactured by them. 9.5 The purchasers approval or release of equipment for shipment shall not relieve the vendor of any responsibility or guarantee. Acceptance of shop tests shall not constitute a waiver of requirements to meet field tests under specified operating conditions, nor shall shop inspection by the purchaser relieve the vendor of responsibility in case of later discovery of defective material or workmanship. 9.6 Within the times specified in the purchase order, the vendor shall provide the purchaser with the specified number of copies of drawings, data, and operating and maintenance manuals called for in the attached documentation requirements sheet (DRS). Each drawing and document shall be identified by equipment item number, service, and purchase order number. 10. PREPARATION FOR SHIPMENT 10.1 After inspection and tests, equipment shall be completely cleaned, dried, and prepared for the shipment method called for in the purchase order. Separate and loose parts shall be boxed. Spare parts shall be individually wrapped. The protection method for ocean-shipped austenitic equipment shall be submitted to the purchaser for approval. All packaging shall be clearly marked with handling instructions. Special handling instructions should be so noted. 10.2 Unless otherwise specified, equipment shall be packed, securely anchored (skid mounted when required), and weather protected to prevent mechanical damage and atmospheric corrosion in transit, as well as for at least six months outdoor storage at the job site prior to installation. 10.3 Exposed ferritic finished and machined surfaces, including bolting, shall be given a coat of removable rust inhibition compound that is purchaser-approved. When the metal surfaces are internal, they shall be sprayed or coated with a suitable removable rust preventive and tagged at openings to so indicate. MOBIL ENGINEERING GUIDE EGE 00-C-4 1993 PAGE 6 OF 8 AUGUST 1993 10.4 Bearings, bearing housings, and oil systems (including reservoirs, coolers, filters, and piping) shall be thoroughly cleaned of metal particles, dirt, and debris. Except for oil systems of austenitic steel, they shall be coated with a suitable oil-soluble rust preventive that is purchaser-approved. All openings shall be suitably tagged to indicate the shipping condition. Bearings and mechanical seal assemblies shall be fully protected from rust and entry of moisture and dirt. 10.5 Equipment that contains insulating oils, antifreeze solutions, or other fluids shall be suitably tagged at openings to indicate the nature of the contents, as well as shipping and storage precautions. 10.6 All openings shall be covered or plugged with substantial wood, plastic, or metal closures that are securely fastened and sealed. All threaded openings shall be provided with steel caps or solid steel pipe plugs, preferably with a 38 mm ( 11/2 in.) extension. 10.7 All pieces of equipment shall be identified by vendor part number and service. A readily visible nameplate shall be attached to each item of equipment, showing the item number, service, and other specified information. Nameplates shall be made of corrosion-resistant material, such as 18-8 Cr-Ni or Monel, and shall be so attached as to avoid the possibility of atmospheric corrosion of the equipment beneath the plate. Plates with arrows that indicate direction of rotation shall also meet these requirements. Spare parts shall be marked to include the part name and number listed in the service manual bill of material. Each package or container shall be marked or tagged both inside and outside. 10.8 All shipments shall be accompanied by a manifest that lists all packages, containers, and shipping weights. The manifest shall list all types and quantities of hazardous materials and shall include all documentation required by government and transportation agencies. A packing list shall identify the items that are enclosed and shall be attached to the exterior of all individual packages, boxes, or skids. 10.9 The vendor shall provide storage/maintenance procedures for equipment that requires special handling and preservation. 10.10 Arrangements for export packing shall be as specified in the purchase order. 10.11 Arrangements for transportation shall be as specified in the purchase order. MOBIL ENGINEERING GUIDE AUGUST 1993 PAGE 7 OF 8 EGE 00-C-4 1993 APPENDIX DOCUMENTATION REQUIREMENTS SHEET (DRS) Facility Name: Purchase Order No: Location: Requisition No: Item Name Mobil Project No: Item No: Rev. Contractor Project No: At Time of For Approval Approval Certified After No Approval Required Drawings and Data Required Proposal Mylar Prints Sepia Prints Prints 1 Drawings: Dimensional Outline Drawings Cross Section Drawings Detailed Construction Drawings Assembly/Erection/Installation Drawings Foundation/Baseplate/Anchor Bolt Drawings Piping Drawings Wiring and Grounding Drawings Regulatory Approval Drawings Piping and Instrument Diagram (P&ID) Process Flow Diagram (PFD) 2 Connection Sizes and Locations 3 Dimensional Outline for Major Accessories 4 Parts Lists, Including Special Tools List 5 Recommended Spare Parts Lists for Normal Maintenance 6 Corporate Quality Assurance Manual 7 Quality Assurance Plan 8 Procedures: PWHT Procedures NCR NDE Reports PMI Procedures Certified Welding Procedures & PQRs 9 Erection/Operation/Maintenance Manual 10 Equipment Data Sheets 11 Performance Curves 12 Catalog Data Revision Log Rev Date Aprvl Description Rev Date Aprvl Description 1 4 2 5 3 6 MOBIL ENGINEERING GUIDE EGE 00-C-4 1993 PAGE 8 OF 8 AUGUST 1993 APPENDIX Contd DOCUMENTATION REQUIREMENTS SHEET (DRS) Facility Name: Purchase Order No: Location: Requisition No: Item Name Mobil Project No: Item No: Rev. Contractor Project No: At Time of For Approval Approval Required Certified After Approval No Drawings and Data Required Proposal Mylar Prints Sepia Prints Prints 13 Certificate of Inspection 14 Hydrotest Reports 15 Material Safety Data Sheets 16 Manufacturers Test Reports 17 Mill Test Certificates 18 Facsimile of Stamping 19 Certificates of Compliance 20 Shipping Weights and Package Dimensions 21 Equipment Lifting Requirements 22 Recommended Shipping Methods 23 Startup Field Supervision (Rate Schedule) 24 Warranty Terms and Conditions 25 Configuration and Programming Data for PLC and DCS Equipment to Include Logic, Memory, and I/O Maps. 26 Calculation Sheets 27 Technical Data for Instrumentation 28 Lubricant List and Instructions 29 Allowable Forces and Moments for Nozzles 30 Bill of Materials Notes: 1. All drawings and technical data must be received before final invoice will be approved for payment. 2. All drawings and technical data must be identified by the P.O. Number and equipment tag number. 3. Prints must be folded to 8 in. by 11 in. or 210 mm 297 mm depending on local requirements. 4. Vendor "Certified Correct" or Approved for Construction" data and drawings are required within ten days after return by purchaser. 5. A complete set of six data books shall be supplied for each piece of equipment. 6. All drawings shall identify materials by ASTM or other standard designation. 7. All assembly/erection/installation drawings shall include vendor recommendations for supports, thermal exposure, and weather protection.
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