JB/T 7540-1994 Guidelines for quality management of complete sets of electromechanical equipment
Some standard content:
Mechanical Industry Standard of the People's Republic of China
JB/T754094
Guidelines for Quality Management of Complete Sets of Mechanical and Electrical Equipment 1994-10-25 Issued
Ministry of Machinery Industry of the People's Republic of China
Implementation on 1995-10-01
Subject Content and Applicable Model
Referenced Standards
Basic Concepts
Quality Control of the Whole Process of the Project
Mechanical Industry Standard of the People's Republic of China
Guidelines for Quality Management of Complete Sets of Mechanical and Electrical Equipment 1 Subject Content and Scope of Application
JB/T 7540 94
Based on the principles provided by GB/T19004-ISO9004, this standard proposes and explains the basic procedures and control contents that should be followed in the quality management of complete sets of mechanical and electrical equipment projects.
This standard applies to the general contractor, subcontractor and manufacturer who undertake the task of complete sets of mechanical and electrical equipment. On the premise of ensuring project quality, each general contractor and subcontractor should determine the quality control activities that should be carried out for project quality management and the extent of their implementation based on the characteristics of the complete set of electromechanical equipment projects, user requirements, complexity, actual capabilities of the contractors and other specific circumstances. 2 Reference standards
GB/T 6583~ISO 8402
GB/T 19001ISO 9001
GB/T19002ISO 9002
GB/T 19003ISO 9003
Quality management and quality assurance - Terminology
Quality system - Quality assurance model for design, development, production, installation and servicing - Quality assurance model for production, installation and servicing Quality system -
Quality system -
Quality assurance model for final inspection and testing GB/T19004.1-ISO 9004--1
Quality management and quality system elements - Guidelines 3 Definitions
This standard uses the definitions in GB/T6583-ISO8402. 4 Basic concepts
4.1 Complete set of electromechanical equipment projects
A series of activities carried out after providing complete sets of electromechanical equipment within the specified completion date in accordance with the specified quality, cost and time requirements. In order to provide advanced and applicable complete sets of equipment, it is necessary to organize various subcontractors and contractors to carry out complete set design, complete set manufacturing, complete set supply and complete set services to ensure the best combination of complete set equipment systems. The following "complete set of electromechanical equipment projects" are referred to as "complete set projects". 4.2 Complete set project quality
The quality of a complete set project is the sum of the characteristics and features that reflect the ability of a complete set project to meet explicit or implicit needs. It is necessary to consider the various needs explicitly or implicitly put forward by the user. The quality requirements of a complete set project are mainly reflected in two aspects: one is the quality requirements of a single machine; the other is the complete set and system requirements of a complete set project. The complete set and system requirements of a complete set project are mainly reflected in the following aspects: a, overall optimization. The performance of each single machine that makes up the complete set system should be optimally matched, and each technical connection should be optimally matched. b. Coordination. The components of the system should be unified, simplified, and coordinated with each other as a whole to form an organic whole, which is convenient for users to use and maintain: c. The whole system requires quality, quantity, and on-time delivery. The contractor must strengthen planning management, make scientific arrangements for time and sequence, implement dynamic tracking control, and do a good job in every link of the project quality cycle. Only then can the contract task be successfully completed.
Approved by the Ministry of Machinery Industry on October 25, 1994
Implemented on October 1, 1995
4.3 Quality Management of Complete Projects
4.3.1 Concept of Quality Management of Complete Projects
JB/r7540--94
Quality management of complete projects usually refers to the quality planning, quality control and quality management of complete projects in the whole process of project implementation, so as to ensure that the quality of complete projects can meet the specified requirements. The whole activities of all management functions to ensure its realization. It aims to ensure that the required quality level of the complete set project is achieved. A series of quality control and quality assurance activities are taken at each stage of the project implementation process to improve the work quality at each stage, so as to finally obtain the expected quality level of the complete set project. 4.3.2 The quality cycle of the complete set project
The quality cycle of the complete set project is a theoretical model of the interactive activities that affect the quality of the complete set project in each stage, starting from identifying user needs to assessing whether the complete set project can meet these needs. The typical quality cycle of the complete set project consists of the following stages and activities (see Figure 1): a.
Bidding:
Contract control:
Or set procurement;
Design control:
Production technology preparation of the project;
Supervision and control of the equipment manufacturing process;
Packaging and storage and transportation control:
On-site supervision and service:
Summary, return visit and after-sales service.
For To ensure that the quality of the entire project implementation process can meet the specified quality requirements, all activities in each stage of the quality cycle should be fully controlled, and necessary supervision activities should be carried out to promptly discover problems and eliminate them so that the entire project implementation process can be under control. This is the central task of project quality management Summary, return visit and after-sales service
On-site supervision and service
Packaging and storage and transportation control
Supervision and control of equipment manufacturing process
Production technology preparation of the project
Figure 1 Quality cycle of complete set project
Contract control
Complete set procurement
Design control
4.3.3 Quality control of complete set project
JB/T7540-94
The quality control of complete set project is the operating technology and activities taken to meet the quality requirements of the sensing project. Its purpose is to promptly discover problems in the implementation of each stage of the project quality cycle and eliminate them so that the entire process can be under control. The characteristic of complete set project quality control is to ensure the complete set level and quality of the equipment as a whole. Generally speaking, it consists of two aspects of control: one is the control of the quality plate of the single equipment (or small system); the other is the control of the quality of the complete set of equipment. The former is controlled by reviewing, confirming, design reviewing the quality manual of the contractor, and supervising and inspecting the supervision points and A and B inspections (see Article 5.6.5.4). The latter is controlled by reviewing the complete set design of the equipment, formulating the general specification of the complete set of system equipment, compiling a comprehensive schedule, and a production technology organization measure plan. The quality control of the complete set project is usually an organic whole composed of the above two complementary and indispensable parts, and runs through the entire process of the complete set project quality cycle.
5 Quality control of the whole process of the project
5.1 General
The quality cycle of the project should be determined according to the characteristics of the actual complete set of projects and the work needs, and the quality activities that should be carried out at each stage of the quality cycle should be clarified. By implementing the quality responsibilities, the whole process of the project is under control to ensure that the quality of the completed project can meet the needs of users. 5.2 Bidding
5.2.1 Overview
The bidding process is also the process for the contractor to preliminarily determine the quality control plan for the complete set of projects. The quality control of the preparation of various bidding documents is directly related to the winning rate and economic benefits. Therefore, it should be fully studied after obtaining the bidding information. After deciding to bid, carefully prepare the bidding documents according to the requirements of the bidding project.
The contractor should formulate and implement the procedures for pre-bid review, preparation of bidding documents and their approval. To ensure: a. Understand the client's intentions and the conditions they have; b. The contractor has the ability to meet user requirements: the quality of the bidding documents,
5.2.2 Review of contracting conditions
5.2.2.1 Review of entrustment conditions
After obtaining the bidding information, it should be reviewed whether the project meets the following conditions: a.
The project proposal or feasibility study report has been approved; The client's intentions have been clarified;
The original data provided by the client is complete. 5.2.2.2. Review of own conditions
Design, procurement capabilities and experience;
Familiarity with this type of project;
Risks of contracting this project,
5.2.2.3Other constraints
Complete project content and site conditions: topography, geology, transportation, water source, power supply, climate, etc.; Equipment and material supply sources, prices, supply conditions: subcontractor status;
Related laws, local regulations, construction environment, living conditions, etc. 5.2.2.4 Review conclusion
Decide whether to participate in the bidding activity based on the review of the above factors. 5.2.3Bidding procedures
5.2.3.1.Organization
JB/T 754094
The manager should appoint a project leader (such as a project manager or quotation manager) to preside over the bidding work. The candidate should have considerable qualifications and experience in design or project management of similar instruments.
According to the scale of the project, a corresponding bidding working group shall be established, which shall be composed of professionals familiar with the equipment composition, design, process, domestic and foreign equipment level, the situation of the contracting unit, finance, etc. of the project, so as to conduct a comprehensive analysis of the project. 5.2.3.2 Work content
First, the bidding working group shall study the bidding documents, collect the information required for the bid preparation, conduct necessary market surveys or on-site inspections, participate in the pre-bid meeting held by the bidding unit, clarify some issues in the bidding documents, and further understand the intention of the client. Finally, on this basis, the subcontractor and the main contracting unit shall be preliminarily determined, the interface of each unit shall be clarified, and the relevant parties shall be organized to prepare the implementation plan and quality control plan of the complete set of projects, form a formal bidding document, and participate in the bid opening meeting. 5.2.4 Bidding Documents
5.2.4.1 The bidding documents for complete sets of projects shall generally consist of three parts: commercial legal documents, technical documents and price documents, which can be prepared according to the standard format text and the requirements of the tender documents.
5.2.4.2 Under the leadership of the project leader, the bidding working group shall prepare the bidding documents based on the information provided by each professional department. 5.2.4.3 The information provided by each professional department shall be approved by the authorized personnel of the corresponding department. The bidding documents shall be reviewed and evaluated. The review content is usually as follows: 5.2.4.4
Contracting method and scope of contracting:
Technical and standard requirements;
Project quality control plan and schedule; Credit status and quality assurance capabilities of subcontractors and contractors: Delivery date, delivery method, delivery status; Price:
Risk and quality assurance terms:
Business and financial terms:
Technical attachments.
5.2.4.5 The bidding documents shall be countersigned by the authorized personnel of the relevant departments after evaluation. Major projects and foreign-related projects with large investments shall also be submitted to the leaders of the contractor for approval.
5.3 Contract Control
5.3.1 Overview
The contract is a formal document in which the user entrusts the contractor to undertake the task of a complete set of projects. The rights and obligations of both the supply and demand parties are clearly stipulated in the contract. After signing, it is legally binding on both parties and must be strictly enforced. It cannot be unilaterally changed or cancelled, otherwise the defaulting party will bear corresponding economic responsibilities. Therefore, the quality of the work in the contract signing process and the quality of the contract text are crucial. The contractor should strengthen the control of the contract signing process and formulate and implement the procedures for contract negotiation, review, signing and management. 5.3.2 Contract Negotiation
5.3.2.1 Negotiation Preparation
The project leader should organize relevant personnel to conduct project analysis, clarify the needs of users and project requirements through analysis, find out whether their own technical capabilities and manufacturing schedule can meet the requirements of project technology and delivery schedule, and formulate issues that need to be further explained by users in technical and commercial negotiations. Based on the analysis, determine the contracting method and price, and provide users with a control plan to ensure project quality. Make appropriate preparations for the negotiation goals, the minimum acceptance conditions of various terms, possible problems and countermeasures. Prepare the required documents, materials, and contract texts. The main negotiator should study the background materials, familiarize himself with the relevant documents, and seek legal advice. 5.3.2.2 Negotiation Content and Requirements
The negotiation content is mainly drafted, generally including two aspects: technical negotiation and commercial negotiation. In technical negotiations, according to the different contracted projects, the following contents may be considered to be agreed upon and documented as an annex to the contract: a. Design task book, which specifies the performance, level, specifications and other requirements of the complete set of equipment; 4. Contracting specification, supply content, responsibilities of the parties concerned, handover points of non-standard equipment and random spare parts; content, time, method of providing information and responsibilities of the parties concerned; requirements for delivery date, delivery status and delivery method; standards and requirements for equipment manufacturing quality, coating, packaging, etc.; standards, inspection content, time and requirements for quality inspection; content and requirements for unpacking inspection after delivery; content and requirements for technical services; list of accessories to be provided for re-export; list of special tools and measuring tools required for equipment processing to be provided for re-export; k. Arrangement plan for personnel training and guidance experts: Generally, business negotiations should negotiate and reach an agreement on price, payment terms and methods, settlement methods, liability for breach of contract, reward and penalty clauses, arbitration and other issues.
5.3.3 Contract Review
5.3.3.1 Contract Review Procedure
After reaching an agreement through negotiation and signing a draft contract, the person in charge of signing the contract shall organize relevant departments to review the various terms of the contract
After the departments and professionals participating in the contract review have fully expressed their opinions and discussed, the presiding reviewer shall make a conclusion and form a document, which shall be submitted to the unit leader for approval as the basis for continuing negotiations and formally signing the contract. 5.3.3.2 Requirements for Contract Review
The contractor shall review each contract to ensure: a. Conduct a comprehensive analysis of the tasks, intentions and quality assurance requirements entrusted by the user, and identify those that are new, unfamiliar, lack experience in the unit, and special requirements that exceed the norm; b. Conduct a key review of the technical and standard requirements proposed by the user, and review the special requirements one by one; e. Compare the unit's existing experience, resources, the capabilities of the contracting unit and other conditions to study whether the user's requirements can be accepted; d. Identify the problems that need to be solved in response to the user's special requirements. Such as: staffing: outsourcing: data, research: equipment, materials: testing, testing means: methods, procedures, etc.: e. Clarify the original data that the user should provide and the conditions necessary to fulfill the contract; f. Review the completion deadline and stage progress. The complexity of the task and various environmental conditions should be fully considered, and the needs and possibilities should be fully weighed to ensure that the deadline can be achieved through efforts. 5.3.4 Contract signing
After consultation between the two parties, the contract is signed after reaching a consensus on the economic and technical responsibility relationship, contracting method, installed capacity level, adopted standards, contracting country, supply content, equipment price, payment method, economic guarantee, delivery date, delivery status, claims, arbitration and other issues. The contract should be written in accordance with the standard text format, with clear words and clear meanings, special terms and terminology defined, complete content, specific details, and the authorized legal person shall represent the contractor to sign the contract with the user. 5.4, Complete set procurement
5.4.1 Overview
The procurement of equipment and materials is one of the main links in the quality control of complete set projects, which directly affects the quality of complete set projects and the benefits of completion and commissioning. According to the list of equipment and materials required for the complete set project, the project leader first checks and classifies them, decomposes the contract based on the overall performance of the system, clarifies the supply scope of the subcontractor and the contractor, and determines the working interface between the contractors. On this basis, select qualified subcontractors and contractors, sign contracts, and put forward clear quality requirements and quality assurance requirements. For large and complex projects, the contractor should organize forces to compile a general technical specification for complete sets of equipment, and put forward unified management and product quality requirements for subcontractors and contractors to control the quality of the complete set of systems of the project.
5.4.2 Project decomposition and equipment classification
5.4.2.1 Project decomposition
JB/T7540—94
The contractor shall decompose the project for the complete set of electromechanical equipment and assign tasks to each subcontractor and contractor. Generally, the principles of project decomposition are:
The division of labor principles determined in negotiation and bidding shall be followed;a.
The relative independence and systematic nature of the sub-items shall be considered as much as possible;b.
Based on the existing information, the technical expertise of the subcontractor and contractor shall be considered as much as possible c.
d. The scope of supply, content, technical level of each sub-item and the connection requirements between each sub-item shall be clarified. 5.4.2.2 Equipment classification
For large or complex complete set projects, the equipment shall be classified by importance so that different degrees of quality supervision and control can be implemented for equipment of different importance. Generally, equipment is divided into one, two and three categories according to the main factors such as the price of a single equipment, its function, its complexity, its operating safety, reliability and its manufacturing cycle (see Table 1). Each complete set of projects can determine the importance of the equipment according to the specific situation and refer to the above factors. Table 1 Classification of Equipment Importance
Importance Category
Equipment Price
Complexity
Operation Safety
Reliability
Manufacturing Period
Class I (critical)
Affecting other systems
Seriously endangering accumulated work or personal safety
No failure is allowed for a long time
5.4.3 Select qualified subcontractors and manufacturers Category II (important)
Affects part of the system
More complex
Endangers part of the system or has a certain impact on
personal safety
Failures are not allowed during the overhaul period
Category III (general)
Affects a certain aspect of the local system
Does not endanger safety
No special requirements
After project decomposition and equipment classification (or simultaneously), the contractor shall conduct a quality assurance capability investigation on the subcontractors and manufacturers that undertake the design and manufacturing tasks of key and important equipment. Generally, the investigation can be based on GB/T19001-ISO9001, GB/T19002-ISO9002 and GB/T19003-TSO9003, and refer to the following contents: a. Performance, product reputation, company profile: product type, characteristics and production history: 54 Complete equipment contracting management experience: Equipment design, manufacturing capacity, level; Capacity and accuracy of test, production, inspection and other equipment: Quality system documents and implementation; Personnel quality: Financial status; Geographic location and factory shipment conditions. After the preliminary investigation of subcontractors and contractors, the contractor shall select the best and compile and save a list of qualified suppliers. When necessary, the contractor shall obtain the user's approval of the selected subcontractors and main contractors. 5.4.4 Quality of procurement contracts
5.4.41 Overview
Tasks should be assigned to selected subcontractors and contractors based on their specific circumstances to give full play to their advantages and to be clearly specified in the scope of supply of the procurement contract. 6
JB/T754094
When signing a procurement contract, quality assurance requirements of different degrees of strictness should be proposed based on the importance of the equipment and to be clearly specified in the contract. The depth of control can be selected by referring to Table 2. Table 2 Quality assurance requirements for equipment of different importance categories Control
Control link
Design review
Manufacturing process supervision
Handling of product quality deviation from the contract requirements
Pre-delivery inspection
Class I equipment
User, general contractor
and relevant subcontractors participate in the review, and the user approves
User, general contractor
and relevant subcontractors
On-site temperature return supervision
General contractor reviews, and is approved by the user
User, general contractor,bZxz.net
relevant subcontractors and manufacturing units participate in the joint inspection (A inspection)
5.4.4.2 Procurement contract General requirements of the same quality clauses Category II equipment
The general contractor and relevant
subcontractors participate in the review,
the general contractor approves
The user, the general contractor
and relevant
subcontractors
participate in the W and H point supervision
The general contractor
reviews and approves
The general contractor, relevant
subcontractors and the manufacturing
unit participates in the joint inspection (B inspection)
Category III equipment
Direct order
unit review and approval
Direct ordering unit
Implement R point
Direct order
unit review and approval
The manufacturing unit self-inspects
Complete set of electromechanical equipment projects The supply subcontract may include the following quality clauses based on the importance of the equipment: a.
Article 5.2);
Product technical requirements, quality acceptance standards, inspection methods and requirements of relevant national laws and regulations: provisions on the implementation of general specifications;
Product marking and traceability requirements;
Provisions on the supplier providing relevant quality assurance documents to the purchaser as needed by the purchaser: provisions on the implementation of equipment design review;
Provisions on the implementation of manufacturing process supervision (for the implementation of on-site supervision, invited supervision and supervision at points W, H and R, refer to 5.6. Provisions on pre-delivery inspection (see Article 5.6.5.4); provisions on packaging, transportation, shipment and delivery methods; provisions on unpacking inspection;
Provisions on pre-installation Provisions on installation, commissioning and user training: Provisions on performance acceptance after equipment commissioning;
Provisions on quality responsibility during the equipment quality assurance period: Provisions on handling of product quality deviations from contract requirements; Provisions on claims and fines
Provisions on the extension of the quality assurance requirements of this contract to the next level of supply contract. Provisions on the contact methods of the two parties at various stages of supply. 5.4.4.3 Review of procurement contracts
The contractor shall stipulate and implement the quality control procedures for procurement contracts, including relevant provisions for contract review by authorized personnel. Generally, the following contents shall be reviewed:
Strictly review whether the model, specification and technical standards meet the needs of the project; check the equipment and instruments that are mutually matched and connected according to the design requirements, and review the handover points to prevent omissions and excess 72);
Product technical requirements, quality acceptance standards, inspection methods and requirements of relevant national laws and regulations: Regulations on the implementation of general specifications;
Product marking and traceability requirements;
Regulations on the supplier providing relevant quality assurance documents to the purchaser according to the purchaser's needs: Regulations on the implementation of equipment design review;
Regulations on the implementation of manufacturing process supervision (for the implementation of on-site supervision, invited supervision and W point, H point and R point supervision, see 5.6. Regulations on pre-delivery inspection (see 5.6.5.4); Regulations on packaging, transportation, shipment and delivery methods; Regulations on unpacking inspection;
Regulations on pre-installation, commissioning and user training: Performance inspection after equipment commissioning Provisions on collection;
Provisions on quality responsibility during the equipment quality assurance period: Provisions on handling of product quality deviations from the contract requirements; Provisions on claims and fines
Provisions on the extension of the quality assurance requirements of this contract to the next level of supply contract. Provisions on the contact methods between the two parties at various stages of supply. 5.4.4.3 Review of procurement contracts
The contractor shall stipulate and implement the quality control procedures for procurement contracts, including relevant provisions for the review of contracts by authorized personnel. Generally, the following contents shall be reviewed:
Strictly review the model, specification and technical standards to ensure that they meet the needs of the project; check the equipment and instruments that are mutually matched and connected according to the design requirements, and review the handover points to prevent omissions and excess.72);
Product technical requirements, quality acceptance standards, inspection methods and requirements of relevant national laws and regulations: Regulations on the implementation of general specifications;
Product marking and traceability requirements;
Regulations on the supplier providing relevant quality assurance documents to the purchaser according to the purchaser's needs: Regulations on the implementation of equipment design review;
Regulations on the implementation of manufacturing process supervision (for the implementation of on-site supervision, invited supervision and W point, H point and R point supervision, see 5.6. Regulations on pre-delivery inspection (see 5.6.5.4); Regulations on packaging, transportation, shipment and delivery methods; Regulations on unpacking inspection;
Regulations on pre-installation, commissioning and user training: Performance inspection after equipment commissioning Provisions on collection;
Provisions on quality responsibility during the equipment quality assurance period: Provisions on handling of product quality deviations from the contract requirements; Provisions on claims and fines
Provisions on the extension of the quality assurance requirements of this contract to the next level of supply contract. Provisions on the contact methods between the two parties at various stages of supply. 5.4.4.3 Review of procurement contracts
The contractor shall stipulate and implement the quality control procedures for procurement contracts, including relevant provisions for the review of contracts by authorized personnel. Generally, the following contents shall be reviewed:
Strictly review the model, specification and technical standards to ensure that they meet the needs of the project; check the equipment and instruments that are mutually matched and connected according to the design requirements, and review the handover points to prevent omissions and excess.7
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