Some standard content:
Preparation of Instrument RecuisitionHG/T20637.5-1998Preparation Unit: China Huanqiu Chemical Engineering CorporationApproval Department: State Administration of Petroleum and Chemical IndustryImplementation Date: January 1999Preparer: Wang DazhengReviewer: Sun JianwenTong QiujieXie ChangjieJi Ronggao1 General Provisions1.0.1 The instrument requisition (REQUISITION FOR INSTRUMENT) is one of the formal documents for sending inquiries to instrument suppliers during the engineering design process. It is used to illustrate the common requirements of a specific project for a certain type of instrument product to be purchased. This provision is used to guide the preparation of the "instrument requisition". 1.0.2 The general version of the instrument purchase order (see Appendix A for details) is applicable to the purchase of instrument equipment and its accessories and materials for this specialty.
When preparing the instrument purchase order for an engineering project, it can be modified and supplemented on the basis of the general version of the instrument purchase order in this regulation to form the "instrument purchase order" for this type of instrument for the project. 349
Preparation of purchase order
2.1 Responsibilities
2.1.1 During the basic engineering design stage, the professional person in charge shall classify and number the products to be purchased in accordance with relevant regulations, thereby forming the instrument purchase order number for the project. 2.1.2 According to the instrument design regulations and the provisions of the relevant annexes in the design or contracting contract, the professional person in charge shall make unified provisions for the following common contents of this project. 1 Purchase order attachments;
2 Documents to be submitted by the manufacturer;
Requirements for spare parts and consumables;
Requirements for special tools;
Scope of supply and scope of work;
Coordination meeting.
After completing the above regulations, the person in charge of the profession shall send it to the designated reviewer for review and signature. The preparation of the purchase requisition shall be completed by the design engineer (except for commercial terms). 2.2 Preparation
2.2.1 During the basic engineering design stage, the compiler shall, based on the general version of the purchase requisition, add the mark "×" to the option symbol to indicate the purchaser's requirements in accordance with the above unified requirements and in combination with the specific requirements of various types of instruments, and fill in the blanks with necessary content.
2.2.2 After the purchase requisition is prepared, it shall be signed and sent to the person in charge of the profession for signature, and then to the project manager for signature. 2.2.3 For commercial terms in the purchase requisition, the purchasing manager shall be responsible for making regulations and the purchasing engineer shall complete them.
3 Provision of purchase requisition attachments
3.1 Selection of attachment contents
Contract terms and purchase conditions (purchase department) Engineering technical regulations include the following contents:
Instrument inspection and testing (design department)
Painting (design department):
Specific requirements of the project (design department);Www.bzxZ.net
Manufacturer's document requirements (design department):
General inspection requirements (design department);
Shipping and packaging requirements (purchase department): Others (purchase department)
Instrument technical manual (design department)
Instrument data sheet (design department)
Others (such as instrument panel drawings, etc.) (design department)3.1.6
Instrument design regulations (design department)
3.2 Preparation of attachments
3.2.1 The attachments to the purchase requisition are the specific requirements for the products of this type being purchased. For example: contract terms, procurement conditions, engineering regulations and instrument technical specifications, etc., all engineering companies have compiled general versions, and data tables also have standard formats. The compiler should complete the attachments required for the project by modifying, selecting, filling in blanks, etc. based on the general version and standard format according to the specific conditions of the specific project. 3.2.2 All attachments should be signed by personnel at all levels. All attachments issued by the design department should be signed by the compiler, professional person in charge or reviewer, and all attachments issued by the procurement department should be signed by the compiler and procurement manager. 351
Manufacturer's documents
4.0.1 The documents provided by the manufacturer should be uniformly stipulated by the project manager according to the requirements of the project contract, and specified by the professional person in charge. For example:
1 The types of documents submitted at each stage and the required number of copies and deadlines; 2 The demand for spare parts, consumables, special tools and calibration and testing instruments, etc. 4.0.2 The compiler shall select and clarify the requirements of the various documents listed in the instrument purchase order (general version) (see Appendix A, Article 5 for details) according to the above unified regulations and the specific conditions of this type of product, according to the different needs of each stage.
5 Scope of supply/work
5.0.1 The content of the scope of supply and scope of work is one of the common requirements put forward by the designer based on the specific conditions of this type of product, and clarifies the responsibilities and division of labor of both the designer and the supplier. 5.0.2 The compiler shall select the required content in the selection column or fill in the required content in the blank column based on the general version of the instrument purchase order (see Appendix A, Article 6 for details). 353
6 Climate and public engineering conditions
6.0.1 The two conditions of climate and public engineering are the conditions of the use environment of the products provided by the designer to the supplier, and are also one of the necessary conditions that the supplier should consider when quoting the product, so that it can provide a more reasonable quotation.
6.0.2 The compiler may make selections and fill-in requirements for each column in the general version of the instrument purchase order (see Appendix A, Items 8 and 9 for details) according to the unified regulations of the project. 354
Coordination meeting
7.0.1 Generally, it is not necessary to hold a coordination meeting with the manufacturer for finalized products. However, for products such as instrument panels, DCS and PLC, which require the manufacturer to participate in design, programming and other work, a coordination meeting is required to further determine the details of the design, planning progress and mutual cooperation. Therefore, the designer may propose the number, duration and meeting period of the meeting according to the specific situation. This meeting will have an impact on the price and should be carefully considered. 355
(Name of Design Organization)
Appendix A Instrument Purchase Requisition
Instrument Purchase Requisition
Contract No.
Project Name
PROJECT
Sub-item Name
SUBPROJECI
Purchase Requisition No.
Design Phase
Page 1 of 5
SHEETOF
The conditions stated in this purchase requisition attachment shall take precedence over the supplier's standard form. Any changes to these terms and conditions must be negotiated by both parties and will only take effect after written approval. 1 Customer Name
2 Name and Region of Installation
3 Goods and Quantity
Position Number:
Quantity
When the specific position number, name and quantity are not specified, please refer to the "Instrument Data Sheet" attached to this purchase order. In the following items, the columns and/or contents marked with the symbol "\" and the symbol "×" are the basic requirements of this purchase order.
Purchase Order Attachments
Purchasing Conditions
Instrument Technical Description and Engineering Specifications Determination
口DCS Technical Specification
PLC Technical Specification
Analyzer Technical Specification
CHECKED
APPROVED
Requirements for Manufacturer's Documents
General Inspection Requirements
Shipping and Packaging Requirements
Project Engineer
Project Manager
Instrument Data Sheet
5Manufacturer's Documents
Instrument Purchase Requisition
The supplier shall submit all documents and drawings in accordance with the following columns marked with 口. 5.1
口List of the following documents:
口Company profile
Qualification documents (production license, quality certification)■Product samples
■Performance table
■Annual report
Deviation table
Detailed technical specifications
口Assembly drawing
口Accessory drawing
Wiring and piping schematic diagram
Calculation sheet
Dimensional drawing (including installation and foundation dimensions)Load data (weight)
口Manufacturer document directoryProgress
口Manufacturing schedule
Monthly progress report|| tt||Monthly list of spare parts and consumables for installation and trial runAnnual list of spare parts and consumables for production operation■List of special tools for installation and maintenance
List of instruments for door calibration and testing
Installation, operation and maintenance manual
口Workshop inspection and test procedures and acceptance standardsDoor inspection and test records
■Explosion-proof certificate for electrical instruments and accessories
Raw material certificate and test report
Packing list
28口List of public engineering consumption
Note: ①Document code: C Chinese: E—
English CE Chinese and English comparison.
② Meaning of the abbreviations in the number of copies column: C—Copy; R—Base Plan (original version): M-
③ Example: 3C+1R means 1 base plan and 3 copies, reported
Microfilm: D-
The deadline for quotation is the number of weeks after the inquiry is issued, and the rest are the number of weeks after the contract is signed. Page 2 of 5 pages
Floppy disk.
Instrument Purchase Order
Page 3 of 5 pages
5.2 All documents and drawings should indicate the customer name (end user), project number and purchase order number. The technical part and commercial part of the quotation document should be separated, and the following contents should be listed separately: 5.3
Name, model, quantity, unit price and total price of each type of goods. Name, quantity, unit price and total price of each type of spare parts and consumables for installation and commissioning.口
Name, quantity, unit price and total price of each type of spare parts and consumables for production operation. Name, quantity and unit price of special tools for installation and maintenance. Name, quantity and unit price of instruments for calibration and testing. Packaging costs.
Inland transportation costs.
Inspection and test costs.
Data and documentation costs.
Special goods, such as engineering design and/or software costs for DCS, PLC and computers. Training costs
On-site supervision and guidance personnel costs per person/day Supply/scope of work
Scope of supply
Specified accessories
Special tools for installation and maintenance
Instruments for calibration and testing (all, ■specific items only) Monthly Spare parts and consumables for installation and commissioning Annual Spare parts and consumables for production operation Supplier's scope of work
Workshop inspection and testing
Packaging (口inland, 口export)
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