Specifications
DOI 10.1615/hedhme.a.000462
4.9 SPECIFICATIONS AND TENDERS
4.9.2 Specifications
David Edge
What problems would occur if an inquiry were issued without a job specification and simply called up the applicable design code? After the purchase order was placed, the contractor would have to negotiate, typically, the price and delivery of spares, number of copies of drawings, guarantees, extent of supply, special tools and test equipment, and so on.
The code covers the detailed mechanical design methods to be used and refers to a large number of allowable materials of construction with their associated design stresses. It also details fabrication and inspection methods. The code requirements are legally mandatory in many countries.
A specification will add the contractor's and client’s technical requirements and clarify the code (or standard) when choices are available. It should contain a design and fabrication section based on experience in fabrication and problems in the field.
The specification, when accepted by the vendor, will be contractually binding. It will not deal with commercial considerations. Table 1 gives a list of items that should be included in most specifications. Table 2 lists typical requirements for shell-and-tube heat exchangers. Table 3 lists typical requirements for air-cooled heat exchangers. Table 4 lists typical requirements for plate and frame type heat exchangers. Table 5 considers a package unit (a cold box), which has much broader scope and requires liaison with other engineering disciplines. Table 6 lists typical requirements for electrical process heaters.
Table 1 Typical checklist common to most specifications
a Specify if after heat treatment; vendor may wish to do this before heat treatment only. | |
Topic | Comment |
---|---|
Scope of the specification | Summary of the specification content (design, materials, fabrication,  inspection, testing, painting, preparation for shipment, and documentation). Define the type of equipment. |
Codes, standards, etc.  Internal specifications | Comprehensive list of all relevant codes and standards with dales. |
Vendor responsibilities  Guarantees | For thermal design, mechanical design, fabrication, testing, painting,  shipment as applicable. |
Extent of supply  Instruments  Instrument connections  Electrical and instrument cables  Cooling water supply lines on package units, etc. | Important on package and skid-mounted units. Use diagrams to show what  is supplied by vendor and what is supplied by others. |
Documentation  Design data  Drawings  Data report  Certified material record report  Weld procedures  Certified (insurance) inspection  Certificates | Specify which documents are required at tender (quotation) stage and  which are needed after the order. Vendor should supply a schedule of all drawings for the order with a full  description of each drawing and latest issue date. This is very important  on package units and should be maintained throughout the job. |
Design | See relevant equipment type. |
Selection of materials  Generic materials by contractor/client  Allowable substitutes in various countries  Clad or solid | Do not put onus on the supplier. Generally the supplier will put in the  minimum-cost suitable material. Client/contractor should select materials  based on experience and required life of the plant. |
Fabrication  Low-temperature requirements  Hydrogen service requirements  Clad plate  Postweld heat treatment | Do not duplicate the code. Clarify when alternatives are offered. |
Inspection  Radiography a  Ultrasonic testing of plates a  Magnetic particle a  Dye penetrant inspection a  Impact testing | Extent of nondestructive testing (NDT) should be defined at the tender  (quotation) stage. After the order, vendor should supply an NDT map  showing locations of ail inspection on a general arrangement drawing. |
Testing  Pressure tests, hydraulic/pneumatic  Special leak tests  Proof test  Burst to failure tests | Brittle lacquer/strain gauge. Generally for items not in the scope of the code. |
Quality control | At the tender stage the vendor should submit a quality assurance manual  and an inspection/test plan that includes a schedule of manufacture. After receipt of order the vendor should prepare a detailed quality plan. |
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