Section 6 — Rotating Equipment

Special Requirements for Rotating Equipment

IPE Engineering Practice IPE-EP-6-7-1

Document number: IPE-EP-6-7-1 · Section: 6 — Rotating Equipment

SCOPE

• This specification provides detailed special requirements for rotating equipment in the equipment manufacturer’s proposal.
• Any deviation from this Practice must be approved by the procedures described in EP 1–1–3.
• A revision bar indicates all changes made to this Revision.

2.0 REFERENCES

The latest edition of the following standards and publications shall apply to the extent referenced herein or in the requisition.

STANDARDS AND PUBLICATIONS

DEFINITIONS

• Contractor – Company or business that agrees to furnish materials or perform specified services at a specified price and/or rate to the Owner.
• Inspector – A Refining Company appointed engineer or inspector.
• Manufacturer – The recipient of a direct or indirect purchase order for materials and/or equipment. In this context, a direct order is one issued to a Manufacturer by a Contractor or the Owner. An indirect order is one issued to a manufacturer by a vendor (recipient of a direct order) for materials, fabricated components, or subassemblies.
• Owner – Refining Company.
• Owner’s Engineer – A Refining Company appointed engineer.
• Purchaser – The party placing a direct purchase order. The Purchaser is the Owner’s designated representative.

PROPOSAL REQUIREMENTS

• General
• Experience

The design of all items of mechanical equipment which the Manufacturer proposes must have been proven in field operation.

A minimum of two years successful operation with a duplicate or similar design with comparable or more severe operating conditions in the service specified is required for it to be fully acceptable (This applies to auxiliary equipment also).

• The Manufacturer shall state in the proposal the time required to submit certified drawings and information after award of order as well as the time required to achieve shipment.
• The maximum degree of shop fabrication and assembly is preferred within the normal shipping limits. Heavy lift items will require special consideration.

• The Purchaser reserves the right to specify driver, gear (if any), instrument, and all auxiliary equipment Manufacturers.
• Proposal Data
• The basic quotation submitted should be completely in accordance with this Practice and should state any non–compliance or exceptions.
• Alternates proposed by the Manufacturer will only receive secondary consideration and are not desirable unless they improve the basic processing duty, delivery, cost or interchangeability.
• Unless specific exception, accompanied by a description of the proposed substitute, is recorded under the heading “exceptions” in the vendor’s proposal, it shall be mutually understood that the proposal is based on equipment which strictly complies with the specifications issued with the request for bids.
• Where the Manufacturer feels it is important to point out his interpretation of the specifications, these should be listed under a separate heading, “clarifications”.
• Quotations will not be considered unless performance and technical data and approximate dimensional data are supplied with the quotation.
• The compensation for erection supervision personnel shall be stated in the quotation. If any free erection or service engineer’s time is included, this will be considered in the evaluation. Qualified sales representatives who could offer free assistance on a need basis will also be evaluated if information is included in the bid.
• State location of the nearest permanently based service personnel.
• Indicate in the quotation the number of personnel the Manufacturer now has on his staff and are trained to supervise the erection of the equipment. Please indicate the number of days of notification that the personnel will require prior to jobsite arrival.
• An individual price and delivery schedule must be quoted for each equipment item number. The driven equipment price must include the cost of purchasing the driver and gear, if any, and accepting undivided unit responsibility. In addition, a firm total price and a total shipment time for all equipment quoted is required.
• Quote recommended method of shipment (rail, water, or truck) from fabrication shop to location specified.
• Quote the length of time required for certification of all information, drawings, orientations, etc.
• The Manufacturer shall include in the proposal a list of any special tools required for maintenance and safe operation of the equipment. The list shall indicate which tools are included and a price list of special tools recommended but not included.
• The Manufacturer shall include in the proposal lists of spare parts for startup, one year, and three year operation; as well as a total parts list and bill of material. Special discounts for purchase of spare parts with the original purchase order should be included.

INSPECTION AND TESTING

• The Purchaser or any authorized representative reserves the right to shop inspect and witness tests (if required by purchase order) for purchased equipment. Purchaser’s inspectors shall have free entry to the Manufacturer’s plants and subcontractor’s plant or plants where work or tests on the equipment is being performed. The Manufacturer shall arrange for his subcontractors to also comply with these requirements, and shall furnish the Purchaser with pertinent information on subcontractors, schedules, and the equipment components involved. Rejection by the Purchaser or Purchaser’s representative is final. However, his inspection and

witnessing of tests does not relieve the seller of conforming in all respects to the requirement stated in the purchase order from the materials, apparatus, workmanship, and performance guarantees.

• Approval or release of equipment for shipment shall not relieve the Manufacturer of any responsibility or guarantee. Acceptance of shop tests shall not constitute a waiver of field performance requirements under specified operating conditions, nor shall shop inspection by the Purchaser relieve the Manufacturer of responsibilities in case of later discovery of defective material or workmanship.
• The vendor shall notify the Purchaser in writing not less than five (5) working days prior to the date equipment will be ready for specific witness tests as required by the individual Data Sheets.
• The Manufacturer shall facilitate the Purchaser’s inspector’s work by furnishing copies of specified certifications for materials, test procedures, calibration certificates for all test instruments, descriptions of all test instruments, shop test data, and the like, to verify compliance with specifications.

PREPARATION FOR SHIPMENT

• “Preparation for Shipment” shall be in accordance with Manufacturer’s standards and as noted herein. The Manufacturer shall be solely responsible for the adequacy of the “Preparation for Shipment” provisions employed with respect to materials and application in order to provide equipment at its destination in ex–works condition.
• The Manufacturer shall provide the following minimum preparation for shipment and packing features for all equipment (Refer to individual equipment specifications for additional special packing instructions).
• After inspection and test, equipment shall be completely free of water and prepared for shipment.
• Adequate protection shall be provided against mechanical damage and corrosion in transit, and for a period of at least (6) months or a mutually acceptable period of outdoor storage at jobsite per site data. Prior to installation, preparation and storage procedures shall be mutually agreed prior to shipment. Information on recommended inspection and for this equipment shall also be included.

• All equipment shall be packed, securely anchored (skid mounted when required) and weather protected for the shipment method called for in the purchase order. Separate, loose and spare parts shall be completely boxed. All pieces of equipment and spare parts shall be identified by item number and service, tagged as specified in the purchase order and listed on both inside and outside of each individual package or container.
• Exposed finished and machined surfaces, including bolting, shall be given a heavy coating of rust inhibiting compound. Internal metal surfaces shall be sprayed or coated with a suitable rust preventative. All openings shall be suitably tagged to indicate a rust preventative has been applied, and also to indicate the type (by name or number) used therein.
• Bearings, bearing housings, and oil systems including reservoirs, coolers, filters, and piping shall be suitably tagged to indicate a rust preventative has been applied.
• Bearings and seal assemblies shall be fully protected from impact during transit, rusting and entry of moisture and dirt.
• Equipment containing insulating oils, antifreeze solutions or other fluids shall be suitably tagged

at openings to indicate the nature of the contents, and shipping and storage precautions. MSDS sheets shall be furnished for preservatives, antifreeze solutions, etc.

• All tapped openings in hydrocarbon and steam service shall be plugged with solid steel round head plugs with a 1–1/2 inch extension.
• Solid steel plugs shall be used instead of plastic plugs for any part that is piped in the field.
• Open ends of tubes and pipe shall be capped (just taping is not adequate) for protection.
• All flanged openings shall be protected with metal or plastic cover–plates to prevent damage during shipment. A rust inhibitor shall be applied to all flange faces. In general, metal covers shall be a minimum of 3/16 inch thick and plastic covers a minimum of 1/4 inch thick, and shall be installed with a suitable gasket using one bolt for every other hole, but not less than four (4) full diameter bolts. Plastic covers are acceptable for small auxiliary service connections only. Large diameter flanges such as all main compressor and turbine nozzles shall have 3/8 inch thick metal covers.
• The cover and flange shall be taped for waterproof protection. Steel flange faces shall be coated with a rust preventative.
• Equipment shall be painted in accordance with Manufacturer’s standard multi–coat finishes suitable for refinery environment. If epoxy grout is recommended, the Manufacturer shall coat the grouting surfaces with a catalyzed epoxy primer prior to shipment. The vendor shall provide paint specifications.
• Bracing, supports, and rigging connections shall be provided to prevent damage during shipment, lifting or unloading.
• Each item shall be tagged with its item number. Tags shall be corrosion resistant metal and attached to the item with a corrosion resistant wire.
• One complete set of the installation, operation and maintenance instructions shall be packed in boxes or crates with the equipment.
• Equipment disassembled for shipment purposes shall be match–marked, where necessary tagged and identified on each mating surface to ensure correct reassembly at the operating site.

• All lubrication and seal systems and components shall be thoroughly cleaned of all dirt, metal particles, and foreign substances prior to shipping and for application of rust preventative measures. Proper protective measures shall be taken to prevent foreign material from entering systems during shipment and storage.

DRAWINGS AND DATA AFTER ORDER

• Drawings for approval and information for record purposes shall be furnished in accordance with the schedule listed on the “Required Drawings and Documents.” All approval drawings shall be drawing size – C minimum. Size – B drawings may be considered for minor equipment.
• Approval of drawings shall not relieve Manufacturer of any responsibility in meeting the requirements of specifications nor shall such approval be considered as permitting deviations from Practices or purchase order requirements, unless specifically agreed to in writing.
• Parts List
• The Manufacturer shall supply a spare parts list and reference drawings with prices and a list of recommended spare parts for startup, one year and four years operation. Parts lists shall include sufficient identification to determine interchangeability with existing parts.

• These parts lists must include information on all sub–supplier’s equipment, including all auxiliaries.

LUBRICATION AND REQUIREMENTS

Where lubrication is required, for any equipment, the Manufacturer shall submit the following information within two (2) months after receipt of purchase order:

• Recommended lubricant for use during break–in and normal operation.
• Quantity of initial fill shall be specified.
• Recommended break–in period for initial application.
• Recommended time between change of lubrication.
• Technical specification of each lubricant to be used, including ASTM viscosity, SAE number, etc.
• Where centralized lube systems, such as oil–mist, are specified, the vendor shall advise the acceptable range of lubricant grades.

CLIMATIZATION

• Equipment shall be completely winterized per EP 14–1–1 for cold starting during winter conditions as specified by the Purchaser.
• Sleet, icing, rain, dust, heat, and humidity, etc. shall not cause malfunction of the equipment.

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