LCI Requirements - Supplier

Transcription

1 STATOIL GOVERNING DOCUMENT Plant operation, maintenance and modification (OMM) Technical and professional requirement, TR0054, Final Ver. 3.02, Publisher: Chief engineer OMM

2 1 Objective, target group and warrant Objective Warrant General Principles Requirements and Routines in connection with Inquiry/Bid Supplier Final LCI Overview User Manual Manufacturing Records Code Data Book ( Revisjonsbok ) Mechanical Completion Dossier/Commissioning Dossier Supplier Index data / Database information Supplier drawings / CAD files Documentation for dispatch, receipt, storage and installation Supplementary LCI requirements documents Engineering Numbering System (ENS) LCI Requirements - Reference (TR0056) Digital Formats and Database File Transfer (TR0057) Quality Control Review and acceptance of documentation As-built updating Additional information Definitions and abbreviations Changes from previous version References...10 App A SIRL - Supplier Information Requirement List A.1 Use of requirements table...11 A.2 Supplier Information Requirement List (SIRL)...12 App B Required information by equipment type B.1 How to use this table...19 B.2 Requirements table...20 App C Supplier Standard User Manual App D Manufacturer Standard (Catalogue) documentation in Company Equipment Catalogue D.1 General...26 D.2 Requirements to suppliers of standard equipment...26 D.3 Financial Issues...28 App E Supplier LCI Quality Control Check list App F SMIR - Supplier Master Information Register Page 2 of 30

3 1 Objective, target group and warrant 1.1 Objective This purpose of this document is to identify requirements for delivery of Life Cycle Information (LCI) from equipment and material suppliers. The requirements are based on the Norwegian standard NS5820. This specification is to be used by equipment and material suppliers. Note: Where the Purchaser has contracted/delegated a total design responsibility (e.g. electrical design) to a company, then that company shall be regarded as a Sub-contractor, not a Supplier, and therefore adhere to TR0053, LCI requirements - General. 1.2 Warrant Project Development (AR05) (Statoil group/all locations/on- and offshore) Operation, maintenance and modification (AR12) (Statoil group/all locations/on- and offshore) Beste Praksis for Teknisk informasjon (WR0462) (Statoil group/all locations/on- and offshore) Publication and follow-up This document is published and updated by the process owner for operations and maintenance (TEK PE D&V). Dispensations and non-conformances shall be handled in accordance with Dispensations, improvements and non-conformances (WR0011) (Statoil group/all locations/on- and offshore). 2 General Principles 1. Life Cycle Information shall be provided in accordance with this document and, where relevant, standards listed under References. In case of conflict between referenced standards and this document, the latter shall apply. The supplier shall request clarification from the Purchaser in cases of uncertainty or conflicts between standards. 2. The requirements in this document and the above standards shall also apply fully to any sub-suppliers. The supplier shall incorporate details of sub-supplier scope within their own document and engineering indexes. 3. Supplier warranties shall be deemed to cover information deliverables. 4. Early access to information: Purchaser and Company's project and operations organisations require access to supplier information at an early stage for interface engineering purposes, factory acceptance testing, installation, commissioning, start-up and to facilitate preparation for operations activities. Supplier shall make information available in accordance with the early requirement dates listed in the SMIR. In addition, the Purchaser reserves the right to call for any documentation/information at any stage of preparation. 5. Final and approved issue of SPIR with related documents shall be available minimum 8 weeks prior to delivery of equipment. For spares with delivery time exceeding 4 weeks, the availability of SPIR shall be 4 weeks + no. of weeks delivery time, prior to delivery of equipment. 6. All supplier LCI shall be completed and accepted by Purchaser before close out of the purchase order. 7. In order to reduce costly and unnecessary duplication of information, standard "catalogue" equipment shall be documented in Company Standard Equipment Catalogue (hereafter referred to as CEC) database instead of in the User Manual (ref. App D). Information already available in the CEC shall not be re-delivered. 8. The Supplier shall deliver as-built documentation/information included in the User Manual in digital format. This shall be considered by all parties as the "original". 9. For a specific purchase order the list of LCI in App A shall be reduced to that relevant and strictly required for the supplier s scope of delivery. Page 3 of 30

4 3 Requirements and Routines in connection with Inquiry/Bid The requirements in this specification shall be included in the requisition document in each inquiry in order to identify information required from the Supplier. The bidder shall review the requirements, and in conjunction with the Purchasers Package Engineer, use the Supplier Information Requirement List (SIRL) given in A.2 to mark-off/identify relevant documentation and indexes to be included in the Supplier's LCI. The resulting documentation/indexes shall be identified and registered in a Supplier Master Information Register (SMIR) in the format provided by the Purchaser. The SMIR shall be accepted by the Purchaser prior to order placement. Refer to TR0056, section 3.1 Bid documentation for detail requirements. 4 Supplier Final LCI Overview The extent of Supplier LCI deliverables will be highly dependant on the type of supplied equipment/material, and care should be taken to customize the list of required information to the individual order (ref. A.2). Some guidelines are given in this chapter. The table below provides a high level overview of "Final" Supplier LCI deliverables. Deliverable Remark User Manual Compiled document, ref Manufacturing Record Book (MRB) Code Data Book ( Revisjonsbok ) Copies of selected documents to be included in User Manual section 11. The complete MRB is normally retained by Supplier, unless for Cranes and Lifting Equipment, Sea fastening for SPS, Pipelines and as otherwise specified in TR1043. Only applicable for existing onshore plants in Norway when specified in the purchase order. Replaces the MRB for equipment under the jurisdiction of the former Directorate for Fire and Electrical Safety (DBE), ref. 4.3 Mech. Completion Dossiers Where relevant according to SMIR, ref. 4.4 Index Information Specific project tool for gathering of index data may apply, ref D CAD drawings Documentation for Despatch, receipt, storage and installation Selected drawings as indicated on SMIR. Documentation to be made available for purchaser or recipient of equipment, ref Requirements to retained information are described in TR0056, section 12 Retained information. 4.1 User Manual When the Supplier s scope of work includes the delivery of complete equipment unit(s) consisting of individual tagged components or otherwise includes project specific design, a User Manual shall be prepared in accordance with A.2. Page 4 of 30

5 The User Manual structure given in App. A.2 is based on NS5820, second edition April 1994, modified/adjusted to suit Company requirements. The User Manual shall, in an organized manner, give all relevant information for handling, installation, operation and maintenance of the equipment. In order to achieve an overall reduction of duplicated information and to facilitate efficient handling/updating of information in operations phases, the following important principles shall be emphasised with respect to the Supplier User Manual: The User Manual shall be delivered as a compiled document, i.e. the digital version of the manual will not contain sub-documents, but include links or references to these documents and drawings. The User Manual section of App A.2 contains a listing of sub-documents to be included in the User Manual. Individual document/drawing (sub-documents) linked or referred from the User Manual shall have separate document numbers (ENS) and descriptive and unambiguous titles. Documentation of "catalogue" equipment shall be available in Company Equipment Catalogue (hereafter referred to as CEC) instead of in the User Manual (ref. App D for details). Documentation for standard equipment from Company framework agreements will often pre-exist in the CEC. Supplier shall reference this information instead of duplicating the information in the User Manual. For standard equipment not included in the CEC, Supplier shall submit required information to Company, who will make the information available for referencing. Where the entire scope of supplied equipment is limited to supplier standard (catalogue) equipment only, the Supplier s standard documentation should be used if it complies with the intentions of the NS5820 standard. Further clarifications and conditions related to this principle are provided in App B. Adoption of a Supplier standard User Manual is dependant on written confirmation/acceptance from the Purchaser before Purchase Order or Call-off Order placement. Suppliers shall verify that the entire scope of the purchase order, including any sub-supplier information, is documented either directly in the User Manual, or in the case of standard equipment information, as outlined in App D. Specific requirements for Subsea are detailed in TR0056, section 3.9 User Manual covering Subsea Production Systems (SPS). 4.2 Manufacturing Records The MRB represents the Supplier's compilation of verifying documents and drawings required to demonstrate that the equipment or material is in compliance with all Company and authoritative regulations. The MRB is not applicable for: Standard catalogue equipment if the verifying documentation is included in the (standard) User Manual Equipment where delivery of a Code Data Book ( Revisjonsbok ) has been specified, ref Requirements related to structure/content of Manufacturing Records and verifying documentation/ information are given in TR0056 section 3.24 Manufacturing Record Book. The complete and original set of manufacturing records shall be retained by the Supplier on behalf of Company and held for a minimum period of 10 years from the commencement of the guarantee period. Ownership of retained information/documentation shall be vested in Company. Detail requirements are given in TR0056 section 12 Retained information. Page 5 of 30

6 4.3 Code Data Book ( Revisjonsbok ) For existing onshore plants in Norway the contract or purchase order may specify that a Revisjonsbok shall replace the MRB for equipment under the jurisdiction of the former Directorate for Fire and Electrical Safety (DBE). Detail requirements are given in TR0056, section 3.25 Code data book ( Revisjonsbok ). 4.4 Mechanical Completion Dossier/Commissioning Dossier Applicable for equipment packages. MC and commissioning shall be documented by completion of Purchaser's standard forms either by direct on-line registration in Purchaser's system or by manual completion of Purchaser's forms as agreed with Supplier. The MC/Commissioning dossiers shall be prepared as separate volumes, not to be included in the MRB or in the Supplier User Manual. 4.5 Supplier Index data / Database information Suppliers shall supply all relevant index data in digital format. This will include, dependant on Supplier scope of delivery: Supplier Master Information Register (SMIR) / Document list Tag lists / Equipment indexes: Manufacturer, model, variant, CEC identifier and serial no (where relevant) Technical tag hierarchy (parent child relationship), ref TR0056, section 9 Technical hierarchy Data sheets SPIR information (Spare parts interchangeability Record) Cross-reference indexes (tag - equipment, tag - document, equipment - document, etc.), ref. TR0056, section 10.6 Cross-references Purchaser may provide specific tools for gathering of index data or for the complete scope of supplier information. Ref. to purchase order for details. 4.6 Supplier drawings / CAD files Drawings shall, where relevant, reference other Supplier, sub-supplier or Purchaser drawings. All tagged equipment on project/installation specific drawings shall be marked with the project's tag number. Note: Standard Manufacturer drawings covering standard equipment shall not include project tag numbers or other project / installation specific information. Supplier drawings shall be delivered as viewing files (Tiff or PDF. The Purchaser shall identify any drawings required in 2D CAD format on the SMIR. The prime criterion to be used in selection of 2D CAD files to be transferred is the need to maintain drawings during Operations. Ref. TR0057 for digital format requirement for viewing files and 2D CAD files. Note: Supplier shall provide as-built fabrication isometrics and tag location information to enable Purchaser to include details of Supplier s equipment package in the project s 3D CAD model in accordance with TR0056, chapter 6 3D CAD model. Page 6 of 30

7 4.7 Documentation for dispatch, receipt, storage and installation Reference is made to NS5820, second edition, A summary of the required documentation follows: For purchaser, prior to delivery: Documentation for preservation, packing and transportation method. For recipient, prior to delivery: Procedure for receiving inspection, guidelines for lifting and handling, requirements for storage and preservation, procedures and necessary documentation for installation. At delivery: packing lists, instructions for unpacking, completed forms for mechanical completion as relevant, preservation log if specified in order, certificates for temporary lifting equipment. Ref. also Supplementary LCI requirements documents Company s basis LCI requirements have been structured so that requirements applicable to Engineering contractors, Fabrication contractors and Suppliers alike, have been gathered in "common" documents. The common specifications relevant to suppliers are summarised below, indicating main impact for suppliers: 5.1 Engineering Numbering System (ENS) Tag numbering All functional items subject to inspection and maintenance during operations shall be allocated a tag number in accordance with the project's Engineering Numberings System (ENS). The Purchaser shall issue all ENS tag numbers to the Supplier. To facilitate this, the Suppliers' tag indexes shall be submitted at an early stage after order placement. Ref. the project s ENS manual and TR0056, section 8 Tagging requirements Document numbering All project specific documents and drawings shall be coded with all relevant codes in accordance with the project s ENS. Individual documents/drawings shall be separately identified in the supplier's document index. Group registration of documents (e.g. data sheets) is not acceptable. Where drawings consist of more than one sheet, each sheet shall be coded and registered individually. Note: Manufacturer standard (catalogue) documentation and Manufacturing records/verifying documentation shall be numbered in accordance with Manufacturers internal document numbering systems. 5.2 LCI Requirements - Reference (TR0056) Contains detailed descriptions of content requirements to supplier information types and other information common to Engineering contractors, Fabrication contractors and Suppliers. 5.3 Digital Formats and Database File Transfer (TR0057) The document specifies general requirements and digital format requirements such as: Defining the digital LCI as the "original" Page 7 of 30

8 Language Viewing file formats (TIFF and PDF) Digital compilation of Supplier User Manuals Digital transfer methods When Supplier is required to deliver project design drawings or documents in native format, the following is also relevant: Document formats 2D CAD file formats and restrictions Symbol legend (Note 1) Drawing title block and document front sheet (Note 2) Notes: 1. Supplier s project specific design drawings shall be based on the CAD legends used by the Purchaser/Design Contractor or as otherwise specified in the Company framework agreement. 2. Use of standard project drawing title blocks/front sheets does not apply to standard Manufacturer documentation, which shall be prepared using Manufacturers own documentation standards and document numbering. 6 Quality Control Supplier shall perform basic quality control of the content and digital formats of supplied LCI. The checklist in App E should be used as a basis. Any errors and omissions detected by Purchaser/Company shall be reported back to the Supplier for rectification within an agreed time limit at no cost to Purchaser. 7 Review and acceptance of documentation Purchaser will assign a review acceptance code to documents/information submitted for review and acceptance. The codes to be assigned documentation/information shall be in accordance with NS5820, i.e.: Code 1 Code 2 Code 3 Code 4 Accepted Accepted with comments incorporated. Revise and resubmit Not accepted. Revise and resubmit For information only In addition, the following code will be used: Code 5 Provisional Acceptance - Interface information frozen *) *) Interface information: information required to enable the Purchaser to complete the detailed engineering of all systems, connections, foundations, which concern or depend upon the information given in the reviewed document. Examples are: Interface connection with loads in Piping Connection drawings, logic interface towards control system found on P&IDs, Cause & Effect charts and Functional Descriptions. Purchaser's acceptance of Supplier documents does not constitute approval in the sense that Purchaser assumes responsibility for the correctness of the content, conformance with stated requirements, nor does it constitute permission to deviate from order requirements. Such permission can only be effected through a Purchase Variation Order. The Purchaser reserves the right to require that accepted (code 1) documentation be corrected for errors and omissions. Page 8 of 30

9 8 As-built updating The Supplier shall together with Purchaser implement quality routines to ensure that the digital information delivered reflects final as-built status of the delivery at take-over by Operations. The as-built status shall include all changes made during on-site installation, hook-up and commissioning. All digital LCI shall all be updated to reflect a consistent as-built status. Any required updating of LCI after delivery (due to subsequent changes during installation, hook-up and commissioning, etc.) shall be re-delivered to Purchaser in digital format, together with a formal confirmation that all as-built changes have been consistently implemented. As a general rule, as-built updating by the supplier shall use the same format and tolerances as used to create the document/drawing. No hand written changes to electronically produced LCI shall be made. Where no changes have occurred since the last formal issue, documents and drawings do not require to be reissued to state that they are as-built. Status flags shall be set in the supplier document indexes to indicate that documents/drawings reflect the as-built status at handover to operations. The User Manual shall be certified by the supplier as being as-built. 9 Additional information 9.1 Definitions and abbreviations CEC identifier Company Company Equipment Catalogue (CEC) Contractor Design drawing/document ENS Information LCI Model MRB Native format Operations Package The unique number used to identify an item in the Company Equipment Catalogue (CEC). Where SAP Material Master is used as master for the CEC, the SAP Material no. is used as CEC identifier. Statoil ASA System independent term for Company s application(s) documenting standard equipment. For projects where Company is/will be the plant operator, Company s SAP Material Master database is the master database for the CEC. Provider of one of the following services directly to Company: Engineering (E), Procurement (P), Construction (C), Installation (I) and Hook-up (H). Drawing/document developed specifically for the project. Contrary to manufacturer s standard equipment information, design drawings and documents describe project specific design. Engineering Numbering System. Defines how tagged equipment and LCI drawings and documents are to be coded and numbered to obtain a uniform structure. Information in the form of drawings, documents, indexes, databases, CAD-files, 3D models etc. Life Cycle Information: Information required by the Company for engineering, preparation for operations, start-up, operation, maintenance, repair, modification and decommissioning of a plant. LCI includes both information submitted to the Company and retained by the Supplier on behalf of the Company. LCI includes what has previously been termed Documentation for Operations (DFO). Normally the first part of the manufacturer s ordering code, and it identifies the product at a general level (whereas the exact equipment's configuration is generally identified by the more detailed "variant" or part number). Manufacturing Record Book is a collection of verifying documents and drawings required to document that the equipment or material is in compliance with all Company and authoritative regulations. The original file format used to produce and update the drawing/document. The organisation responsible for operating the plant after start-up. The complete and functional assembly of a supplier s scope of delivery (not bulk or single equipment). A package can be skid or stick built. Page 9 of 30

10 Part number SIRL SMIR Standard equipment Standard equipment information Supplier Variant Viewing format The original manufacturer s ordering code of a part or equipment. This is identical to the model number or the variant number (when the model may be delivered in various configurations). Supplier Information Requirement List Supplier Master Information Register Manufacturer s standard equipment/unit typically ordered from manufacturer s catalogue. Examples are junction boxes, light fittings, instruments, electric motors, etc. Standard equipment is identified with a unique type/model identification built up by the manufacturer. Manufacturer s information (including documents, drawings, datasheet, parts list etc.) for the product, independent of the system/functional location where the product is being installed. The information shall not include any plant/project specific identification/information. Organization that provides a product, e.g. producer, distributor, retailer or vendor of a product. The scope delivered by a supplier is normally defined in a purchase order or framework agreement. A unique identification of a standard equipment item defining it s exact configuration. The variant number will consist of the model number and relevant ordering codes defining the equipment configuration/options. Digital image format produced from the native drawing/document format and prepared for online browsing in a viewing tool. 9.2 Changes from previous version 9.3 References LCI Requirements General (TR0053) (Statoil group/all locations/on- and offshore) LCI Requirements Reference (TR0056) (Statoil group/all locations/on- and offshore) LCI Requirements - Digital Formats and Database File transfer (TR0057) (Statoil group/all locations/onand offshore) LCI Requirements - Project/plant specific amendments (TR1043) (Statoil group/all locations/on- and offshore) < project specific > Engineering Numbering System Norsk standard NS5820, Supplier's documentation of equipment Page 10 of 30

11 App A SIRL - Supplier Information Requirement List A.1 Use of requirements table The SIRL identifies the total list of information/documentation types that may be relevant for the supplier scope of delivery. For a specific framework agreements or purchase order: The list shall be reduced to that relevant and strictly required. The format requirements shall be verified, e.g. for larger equipment packages the delivery of selected drawing types in 2D CAD format may be required The Document type column shall be completed in accordance with the project s ENS. The SIRL shall not be used for Sub-contractors, i.e. where Purchaser has contracted/delegated a total design responsibility (e.g. electrical design) to a company, ref Explanation of columns: Column description Document Type Required Information TR0056 reference User Manual section MRB section Format To be issued with bid Requirement applicable to Comment To be completed by Company/Purchaser for each project. Document/drawing type codes in accordance with Engineering Numbering System (ENS). As changes to the ENS may occur, refer to the latest ENS revision for correct Document Type code Description of information to be produced Reference to section for note/detail requirements in TR0056 The section no. in the User manual where this document type belongs or is referred to (ref. NS5820) The section no. in the MRB where this document type belongs. Note that a document type may be included in both User Manual (handover) and MRB (normally retained). Indicates the format(s) required for handover to Operations. D - Database format (Excel, Gathering tool, etc.) according to Purchaser's requirements T - Text format C - 2D CAD V - Viewing format (Adobe PDF preferred for documents, TIF preferred for drawings) Note: Refer to TR0057 for details of accepted digital formats The document type should be included with the bid (digital version is optional). The document type should normally be included for this type of Purchase Order (guideline only). Ref. to instructions at top of this chapter. Page 11 of 30

12 A.2 Supplier Information Requirement List (SIRL) Requirement applicable to Document Type Required Information TR0056 ref. User Manual section MRB section Format To be issued with Bid Untagged Bulk Piping Valves Tagged Bulk (E/I/T disciplines) Equipment (single item) Equipment (complete package) BID DOCUMENTATION Supplier Master Information Register - (SMIR) X X X X X X Interface information X X X X X Design and operation information X X X X X Data considering installation, operation and maintenance X X X X X X List of "commercial exceptions/clarifications to inquiry documents" X X X X X X List of "technical exceptions/clarifications to inquiry documents" X X X X X X Reference List X X X X X Production Plan X X X X X Quality Plan X X X X X List of proposed sub-suppliers X X X X X X Additional bid information as required by Purchaser X X X X X USER MANUAL (note 3) User Manual (main document) 3.8 V X X X X Introduction Document Index 2.2 D X X X X Contents list for complete User Manual V X X X X Supplier/sub-supplier contacts list V X X X X Main Data Warranty conditions and guarantee V X X X X Page 12 of 30

13 Requirement applicable to Document Type Required Information TR0056 ref. User Manual section MRB section Format To be issued with Bid Untagged Bulk Piping Valves Tagged Bulk (E/I/T disciplines) Equipment (single item) Equipment (complete package) Performance data V X X X X Restrictions in use, notices, Data for Health, environment, explosion loads V X X X X Main connections, requirements on connected systems, weight and outline dim. etc V X X X X X Technical Description including (as relevant) Technical and functional descriptions V X X X X X Calculations, curves and tables V X X X X X X Technical reports and other relevant design documents V X X X X Preparation/Installation including (as relevant) Installation/hook-up procedures, commissioning and start-up procedures V X X X X Procedures for handling, storage, transport and receiving, unpacking, lifting details etc V X X X X Operating Instructions including (as relevant) Start, normal operation, stop, emergency stop V X X X X Disturbance of operation V X X X X Corrective measures V X X X X Hazards and protective measures V X X X X Operator qualifications and training, etc V X X X X Maintenance Instructions including (as relevant) Routine Inspection, periodic maintenance V X X X X Troubleshooting guide V X X X X Lubrication charts/schedules V X X X X Repairs, modifications, component lists X X X X Material/equipment handling, storage & preservation V X X X X Index Data (Tag, parts, SPIR etc.) Tag List - Main Equipment tags D X X X X Page 13 of 30

14 Requirement applicable to Document Type Required Information TR0056 ref. User Manual section MRB section Format To be issued with Bid Untagged Bulk Piping Valves Tagged Bulk (E/I/T disciplines) Equipment (single item) Equipment (complete package) Tag Tag (technical hierarchy) 2.6 D X Tag - Document 2.6 D X X X X Main equipment index 2.6 D X X Telecom index 2.6 D X X Instrument index (instrument, fire & gas, HVAC) 2.6 D X X X Junction box index (instrument, telecom. and electrical) 2.6 D X X X Electrical index 2.6 D X X Cable index 2.6 D X X Heat Tracing index/heat required 2.6 D X Line index 2.6 D X Special item list 2.6 D X Manual valve index 2.6 D X Blind list 2.6 D X Pipe support index 2.6 D X Untagged item list 2.6 D X Lubrication index 2.6 D X X X Consumption data 2.6 D X X X X Weight index 2.6 D X X X X Loop information (for necessary loading to Contractor system) 2.6 D X Spare Parts Interchangeability Register Index (SPIR) 2.20 D X X X X Data sheets Data sheets not registered in digital format or in CEC V X X X Process data sheets for Supplier procured equipment (supplier design criteria) 2.19 D X X Instrument data sheets 2.19 D X X Page 14 of 30

15 Requirement applicable to Document Type Required Information TR0056 ref. User Manual section MRB section Format To be issued with Bid Untagged Bulk Piping Valves Tagged Bulk (E/I/T disciplines) Equipment (single item) Equipment (complete package) Electrical equipment data sheets 2.19 D X X Main Equipment data sheets 2.19 D X X X HSE data sheets 2.19 V X X X X Weight data sheets V X X X X Special Item data sheets V X Drawings and Diagrams P&ID C X D&ID V X Logic Diagram V X Cause and Effect V X Functional diagram/block diagram V X Termination diagram for external connection V X X X Single line diagram, overall and earthing V X Installation drawings for instrument (Pneumatic/hydraulic Hook-up) V X X Loop information/diagrams V X Circuit diagram V X Wiring diagram V X General arrangement V X X X X X Layout drawings V X X Detail/cross sectional drawing with parts list V X X X X Foundation drawings V X X X X X Pipe connections V X X X X X Pipe/ducting support drawings V X Piping Isometrics V X Page 15 of 30

16 Requirement applicable to Document Type Required Information TR0056 ref. User Manual section MRB section Format To be issued with Bid Untagged Bulk Piping Valves Tagged Bulk (E/I/T disciplines) Equipment (single item) Equipment (complete package) Heat Tracing Isometrics V X Inspection drawings/reports (vessels, tanks etc.) V X X Additional Detail drawings as required by Purchaser V X X X X Manufacturer standard documentation Standard documentation - replacing section 2-9 as applicable 10 Standard documents, ref. App C 10 V X X X X MANUFACTURING RECORD BOOK (note 4 and 0) Introduction and MRB index V X X X X X Certificates List of certificates V X X X X X Certificates of conformance V X X X X X Documentation for CE marking V X X X X Warranty surveyor Certificate of approval X X X X Type Cert. s/ex Certificates/Product Cert. s. issued by third party X X X X Certificates needed for re-certification of equipment V X X X Material certificates X X X X X Calibration certificates 2 X X X X Lifting certificates V X X Weight certificates 11 2 V X X X X Balancing certificates X X Pressure test certificates V X X X X Mechanical completion certificates X X X X Test Procedures and Reports Page 16 of 30

17 Requirement applicable to Document Type Required Information TR0056 ref. User Manual section MRB section Format To be issued with Bid Untagged Bulk Piping Valves Tagged Bulk (E/I/T disciplines) Equipment (single item) Equipment (complete package) Non conformance reports V X X X X Final test/acceptance with customer representative 3 X X X X Third party verification reports V X X X X Final inspection, preservation, packing and dispatch 3 X X X X Testing/acceptance after installation 3 X X X X Material testing and control 3 X X X Photos of equipment/inspections V X X X X Manufacturing procedures and reports 3 X X X X Performance / functional test procedures and reports V X X X Material traceability, weld and NDE Material traceability list X X X X Weld Summary Index and NDE log V X X X NDE drawings, sketches and other NDE doc X X X Welding procedures 11 4 V X X Painting procedure 11 4 V X X X X Calculations, curves and tables Analysis, tests, calculations, curves and tables X X X Telecommunication test report(s), FAT reports, Vendor reports, MC&C reports V X X X Mechanical/structural calculations and analyses X X X Instrument calculations (safety and relief valves) V X X OTHER DOCUMENTATION Documentation for dispatch and receipt 3.13 X X X X Mechanical Completion / Commissioning Dossier 3.39 X X X X Notes: Page 17 of 30

18 3. User Manual structure not required for untagged bulk. Relevant information types to be delivered as separate documents only. 4. MRB not required for untagged bulk. Relevant information types to be replaced by separate documents only (Manufacturing Records). All documents and drawings marked with MRB section no. shall be retained by supplier for 10 years, ref. TR0056, section 12 Retained information. Page 18 of 30

19 App B Required information by equipment type B.1 How to use this table This Appendix lists the documents (as applicable) required to install, operate and maintain single equipment items. In addition index data (ref. 4.5) and MRB (as applicable) shall be delivered Complete equipment package: The User Manual for the complete package shall contain (or reference) the documents listed for each of the different equipment types (model/variant) included in the package. Single equipment or model/variant: The documents listed shall be delivered as separate documents, included in the Supplier s standard documentation or in a User Manual. Page 19 of 30

20 B.2 Requirements table The table below consists of two parts: B.2.1 Requirements table, part 1... continues in part 2... Required Information Document type Mechanical / Process Filter Turbine, Expander Compressor Mechanical/hydraulic gear Blower Fan (incl. HVAC fan) Diesel Engine, Hydraulic motor Pump Flare, Heating, Burning, Boiling equip. Condenser Heat exchanger, Cooler Vessel, column (pressurized) Tank, Container (atmospheric) Separator Coalescher Pig launcher/receiver Lifting equipment, Crane, Winch Manual valve Architectural Kitchen & Laundry equipment Sanitary equipment Door Drilling Equipment HVAC equipment Misc. marine equipment Safety, escape & fire fighting equip. Subsea equipment Electrical Switchgear, distribution boards Electric Motor Generator Main Data Performance data X X X X X X X X Restrictions in use, notices, Data for Health, Environment and Safety, explosion loads X X X X X X X X X X Main connections, requirem. on connected systems, weight and outline dim., etc. X X X X X X X X X X X X X X X X X X X X Technical Description Technical and functional descriptions X X X X X X X X X X X X X X X X X X X X X X Calculations, curves and tables and illustrations X X X X X X X X X X Preparation/Installation Installation/removal/hook-up procedures, commissioning and start-up procedures X X X X X X X X X X X X X X X X X X X X Page 20 of 30

21 Document type Required Information Mechanical / Process Filter Turbine, Expander Compressor Mechanical/hydraulic gear Blower Fan (incl. HVAC fan) Diesel Engine, Hydraulic motor Pump Flare, Heating, Burning, Boiling equip. Condenser Heat exchanger, Cooler Vessel, column (pressurized) Tank, Container (atmospheric) Separator Coalescher Pig launcher/receiver Lifting equipment, Crane, Winch Manual valve Architectural Kitchen & Laundry equipment Sanitary equipment Door Drilling Equipment HVAC equipment Misc. marine equipment Safety, escape & fire fighting equip. Subsea equipment Electrical Switchgear, distribution boards Electric Motor Generator... continues in part 2... Proc. for handling, storage, transport and receiving, unpacking, lifting details (note 3) X X X X X X X X X X X X X X X X X Operating Instructions X X X X X X X X X X X X X X X X X X X X X X X X X Maintenance Instructions Maintenance instructions, scope and limitations X X X X X X X X X X X X X X X X X X X X X Routine Inspection, periodic maintenance X X X X X X X X X X X X X X X X Test and inspection procedure X X X X X X X X X X X X X X X X Troubleshooting diagram X X X X X X X X X Lubrication charts/schedules X X X X X X X X X X X X X X Material/equipment handling, storage & preservation X X X X X X X X X X X X X X X X X X X Part list / Spare Parts Interchangeability Register Index (SPIR) X X X X X X X X X X X X X X X X X X X X X Data sheets X X X X X X X X X X X X X X X X X X X X X X X X X X X X X Drawings and Diagrams Termination diagram for external connection X X X X X Installation drawings for instrument (pneum./hydr. Hook-up) Circuit diagram X X X X X X X Wiring diagram X X X X General arrangement X X X X X X X X X X X X X X X X X X X X X X X X X Page 21 of 30

22 Document type Mechanical / Process Required Information Filter Turbine, Expander Compressor Mechanical/hydraulic gear Blower Fan (incl. HVAC fan) Diesel Engine, Hydraulic motor Pump Flare, Heating, Burning, Boiling equip. Condenser Heat exchanger, Cooler Vessel, column (pressurized) Tank, Container (atmospheric) Separator Coalescher Pig launcher/receiver Lifting equipment, Crane, Winch Manual valve Architectural Kitchen & Laundry equipment Sanitary equipment Door Drilling Equipment HVAC equipment Misc. marine equipment Safety, escape & fire fighting equip. Subsea equipment Electrical Switchgear, distribution boards Electric Motor Generator... continues in part 2... Detail/cross sectional drawing with parts list X X X X X X X X X X X X X X X X X X X X X Other Certificates X X X X X X X X Notes: se below part 2 of the table B.2.2 Requirements table, part 2... continues from part 1... Transformer Resistor, Reactor etc. Battery Rectifier, Inverter Electrical field equipment Instrumentation Panel, Cabinet, Console (incl. Electrical, Telecom) Power Supply Hydraulic Power Unit Computer equipment Valve Fire damper Field Instrument Flow meter Relay Instrument valve assembly Thermowell Orifice Fire & Gas Fire & Gas detectors Addressable Unit Telecom Antenna Control Unit Outlet Power Supply Loudspeaker Closed circuit TV, Camera Environment Monitoring Sensor Radar Other Telecom field equipment Other Telecom main equipment Main Data Performance data X X X X X Page 22 of 30

23 ... continues from part 1... Transformer Resistor, Reactor etc. Battery Rectifier, Inverter Electrical field equipment Instrumentation Panel, Cabinet, Console (incl. Electrical, Telecom) Power Supply Hydraulic Power Unit Computer equipment Valve Fire damper Field Instrument Flow meter Relay Instrument valve assembly Thermowell Orifice Fire & Gas Fire & Gas detectors Addressable Unit Telecom Antenna Control Unit Outlet Power Supply Loudspeaker Closed circuit TV, Camera Environment Monitoring Sensor Radar Other Telecom field equipment Other Telecom main equipment Restrictions in use, notices, Data for Health, Environment and Safety, explosion loads Main connections, requirem. on connected systems, weight and outline dim., etc. X X X X X X X Technical Description Technical and functional descriptions X X X X X X X X X X X X X X X X X X X X X X X X X X X X Calculations, curves and tables and illustrations X X X X X Preparation/Installation Installation/removal/hook-up procedures, X X X X X X X X X X X X X commissioning and start-up procedures X X X X X X X X X X Proc. for handling, storage, transport and receiving, unpacking, lifting details (note 3) X X X X X X Operating Instructions X X X X X X X X X X X X X X X X X X X X Maintenance Instructions Maintenance instructions, scope and X X X limitations X X X X X X X X X X Routine Inspection, periodic maintenance X X X X X Test and inspection procedure X X X Troubleshooting diagram X X X X X X X Lubrication charts/schedules X Material/equipment handling, storage & X X X X preservation X X Page 23 of 30

24 ... continues from part 1... Transformer Resistor, Reactor etc. Battery Rectifier, Inverter Electrical field equipment Instrumentation Panel, Cabinet, Console (incl. Electrical, Telecom) Power Supply Hydraulic Power Unit Computer equipment Valve Fire damper Field Instrument Flow meter Relay Instrument valve assembly Thermowell Orifice Fire & Gas Fire & Gas detectors Addressable Unit Telecom Antenna Control Unit Outlet Power Supply Loudspeaker Closed circuit TV, Camera Environment Monitoring Sensor Radar Other Telecom field equipment Other Telecom main equipment Part list / Spare Parts Interchangeability X X X X X X X X X Register Index (SPIR) X X X X X X X X X Data sheets X X X X X X X X X X X X X X X X X X X X X X X X X X X X Drawings and Diagrams Termination diagram for external connection X X X X X X X X X X X X X X X X X X X Installation drawings for instrument (pneum./hydr. Hook-up) X Circuit diagram (where applicable) X X X Wiring diagram X X X X X X X X X X X X X General arrangement X X X X X X X X X X X X X X X X X X X Detail/cross sectional drawing with parts list X X X X X X X X X X X X X Other Certificates X X X X Notes: 1. Where Supplier s standard information is already available in the CEC, no additional delivery of this information is required. 2. As the listed equipment types may cover a range of different equipment and sizes, the required document types are not always applicable 3. Lifting and transportation procedures required when weight > 100 kg Page 24 of 30

25 App C Supplier Standard User Manual Where the entire scope of supplied equipment is limited to supplier standard (catalogue) equipment only, NS5820 allows for delivery of the User Manual based solely on Supplier's own standard documentation, where this exists and complies with the intentions of the NS5820 standard. The following provides further clarifications and conditions related to this principle. NS5820 states: "If the scope and design of the equipment is the supplier's standard, and complete standard documentation is available at the time of the bid, this shall be accepted as a complete basis for the customer's engineering, operation and maintenance. A condition for accepting standard documentation is that it complies with the intentions of this standard, i.e. that: Brochures, catalogues, data sheets and product drawings give sufficient information about performance, function, consumption, main dimensions weight and materials The user manual covers all connections, handling, installation, preparation, operation, maintenance, special tools and spare parts in a comprehensive manner In addition it is necessary to emphasise that a Supplier Standard user manual may only be accepted as the sole delivery provided that: There is no need for any project/installation/system or tag specific documentation whatsoever. Purchaser agrees that Supplier Standard User Manual can constitute sole documentation delivery, and that this is confirmed/accepted in writing, either in connection with inquiry or at a later stage. Other relevant requirements stipulated in this specification are met, i.e. bid requirements/documentation, manufacturing documentation, quality control etc. (whereas requirements to index data, review and acceptance of documentation, as-built updating, 2D CAD will typically be greatly reduced or non-applicable). For equipment not to be replaced in operations as a complete unit, the requirement for detail/cross sectional drawings with parts list provided as separate document/file still apply. Where the scope of delivery involves specially tailored equipment, system/package design, tag or system specific documents, data sheets or drawings, or where Purchaser does not agree to use of a Supplier Standard documentation, then a traditional User Manual shall be delivered in accordance with all relevant requirements of this specification, and any "standard" documentation shall be handled as otherwise described in this specification (e.g. use section 10 to refer to standard documentation in the Company Equipment Catalogue (CEC). Delivery Requirements - Supplier Standard User Manual As a general rule, the Supplier will be required to ensure that the Standard User Manual is made digitally available in the CEC as outlined in App D. Where this is the case, no User Manual will be required as a Final LCI delivery. If however a deviation to the requirement of documenting the User Manual in the CEC is granted, then a traditional delivery of the Supplier Standard User manual will be required. Page 25 of 30

26 App D Manufacturer Standard (Catalogue) documentation in Company Equipment Catalogue D.1 General In order to reduce costly and unnecessary duplication of information, Standard "Catalogue" equipment shall be documented in Company Equipment Catalogue (CEC) A substantial amount of standard equipment information already exists in this catalogue (various makes of valves, instruments, motors, cables, loudspeakers, electrical fittings, junction boxes, safety equipment, etc.). The CEC will be made available on the Internet to all parties in the project. For the Supplier this implies that: Information for standard equipment already available and with sufficient quality in the CEC shall not be delivered Information for standard equipment not available in the CEC shall be submitted to Company for registration in the catalogue Standard equipment information shall not be included in the User Manual, but a reference to the equipment in the CEC shall be made (CEC identifier and manufacturer model/variant/part no.) Tag index information shall cross-reference the installed standard equipment The following general principles will ensure a more efficient handling of Supplier Standard Equipment information: Suppliers and manufacturers shall propose to use manufacturer s own standard equipment information where possible. Use of manufacturer s own standard identification and numbering systems, for both document and equipment identification. Delivery of information in electronic formats. Information in the CEC to be established as early as possible in the project. D.2 Requirements to suppliers of standard equipment Supplier shall verify that required standard equipment information already exists in the CEC with sufficient quality, or submit the relevant information for registration in the catalogue. Supplier has completed his delivery of standard information for a product (model) when the requirements described in this appendix are fulfilled and the final result is verified as it appears in the CEC. Where the Supplier purchases standard equipment from a Company Framework Agreement Supplier, then the Supplier shall be responsible for ensuring that the Framework Agreement Supplier submits, or has already submitted, all necessary documentation to the CEC. Manufacturer Standard information shall be delivered in English language where available. D.2.1 Required standard equipment information Standard equipment shall be sufficiently documented at either the model or the variant level (see Error! Reference source not found. for definitions). Required standard equipment information consists of: Page 26 of 30

27 5. Manufacturers part no. The part no. shall uniquely identify the equipment, i.e. in sufficient detail to allow re-ordering of equipment and associated spare parts. A unique model/variant number will typically consist of Model number + ordering codes describing relevant options/configurations for the variant. 6. Relevant documents and drawings Required documentation for each equipment type is listed in App. B.2. Manufacturer documentation shall be delivered according to Manufacturer s own layout, structure and internal document numbering. Standard equipment documents shall not include tag specific or project specific elements or references whatsoever. 7. Equipment data sheet A standard equipment (or component) data sheet in electronic format shall be supplied for each unique standard equipment item. The data sheet shall cover technical information of the standard product, independent of the system or functional location where equipment is installed, i.e. shall describe the physical characteristics for the equipment itself, e.g. body material, size of connections, physical dimensions, etc. Company provided standard data sheet form for the relevant equipment classification should be used. If the data sheet form for the relevant equipment is not available in the CEC, the supplier shall seek assistance from Company. When agreed in advance with Company, uploading of traditional document data sheet files (native or scanned format) may be permitted. The information covered by this data sheet should be in accordance with the Norsok standard or equivalent. D.2.2 Cross-reference information Supplier is responsible for providing cross-references between project tag number and correct standard equipment identifier (CEC identifier and manufacturer/model/variant), and serial number when traceability to the individual equipment item is required. This responsibility also includes assistance related to any subsequent updates of cross-reference information based on subsequent changes during installation, hookup and commissioning. In some cases this cross-reference will also constitute the only necessary LCI deliverable from the supplier, i.e. if all relevant information is already present in the CEC, then the only outstanding information required is the cross-reference between the tag number where the equipment is installed and the CEC identifier for model/variant supplied. If the parts list is not included in the relevant General Arrangement / Cross-sectional drawing, a crossreference from the parts list to the drawing shall be delivered. When the project provides a specific tool for gathering of supplier information, this tool shall be used for providing the cross-references. D.2.3 Information Formats & Quality Documents and separate drawings shall be delivered as one (1) file per document/drawing unless otherwise agreed. Cross-sectional drawing incl. parts list shall always be delivered as a separate document/file. Ref. to 5.3 and TR0057, Digital Formats and Database File Transfer, for detaild format requirements. Documentation shall be of good quality with maximum legibility. Scanned images shall be checked before submittal for proper image quality, skewness and completeness. D.2.4 Submittal of Standard Equipment information to the CEC Standard Equipment information shall be submitted to the Company in one of the following manners: Page 27 of 30