1、 Design and installation of on-line analyser systems A guide to technical enquiry and bid evaluation PUBLICATION 226 Edition 1 Released by IHS. NOT FOR RESALE ENGINEERING EQUIPMENT AND MATERIALS USERS ASSOCIATION Design and installation of on-line analyser systems A guide to technical enquiry and bi
2、d evaluation PUBLICATION 226 Edition 1 Copyright 2012 The Engineering Equipment and Materials Users Association. A company limited by guarantee. Registered in England. Company number 477838. ISBN 978 0 85931 184 7 Imprint reference 02-2012 Registered and Trading Address 63 Mark Lane London EC3R 7NQ
3、Telephone: +44 (0)20 7488 0801 Fax: +44 (0)20 7488 3499 E-mail: saleseemua.org Website: www.eemua.org EEMUA Publication 226 On-line analysers: technical enquiry and bid evaluation EEMUA iv ENGINEERING EQUIPMENT AND MATERIALS USERS ASSOCIATION About EEMUA The Engineering Equipment and Materials Users
4、 Association is usually known by its initials, EEMUA. EEMUA is governed by a Council of members. This Council is responsible for the policies, financing, membership, and strategy of the Association. Any organisation that is a substantial user or purchaser of engineering products is eligible to apply
5、 to become a member of EEMUA. Membership is subject to the approval of Council. EEMUA Aims EEMUA aims to improve the safety, environmental and operating performance of industrial facilities in the most cost-effective way, pursuing and promoting leadership in industrial asset management by sharing en
6、gineering experiences and expertise, and by the active, enlightened promotion of the distinct interests of users of engineering products. These aims are achieved by various means, including: Providing the organisation within which networking, information sharing and collaboration among users on non-
7、competitive technical matters can take place. Influencing the way written regulations are interpreted and applied in practice. Promoting and presenting members views, and encouraging the application of good sound engineering practices. Developing user guides, specifications, training and competency
8、schemes. Facilitating members participation in national and international standards making. Influencing relevant national and European legislation and regulation. Incorporation, Membership and Other Information The income and resources of EEMUA are applied solely towards the promotion of the aims of
9、 the Association. No profit is transferred by way of dividend, bonus or otherwise to members. The work of the Association is mainly carried out by members representatives on EEMUA Technical Committees, Working Groups, and Forums, supported by EEMUA staff. For the purposes of conducting its business,
10、 EEMUA is incorporated in England and Wales as a company, limited by guarantee, not having share capital. All usual aspects of company management and business administration are dealt with by the EEMUA Executive Director, including policy implementation and leadership of the Executive team (the staf
11、f). To enquire about corporate Membership, write to enquirieseemua.org or call +44 (0)20 7488 0801. A list of EEMUA publications for sale is given at the end of this Publication. The full list is also on the Associations website, including details of on-line shopping facilities.EEMUA Publication 226
12、 On-line analysers: technical enquiry and bid evaluation EEMUA v ABOUT THIS PUBLICATION Legal Aspects All rights, title and interest in this Publication belong to EEMUA. All rights are reserved. No part of this Publication may be reproduced, stored in a retrieval system, or transmitted in any form o
13、r by any means: electronic, mechanical, photocopying, recording or other, without the express prior written agreement of the EEMUA Executive Director. Infringement of copyright is illegal and also reduces the Associations income thereby jeopardising its ability to fund the production of future publi
14、cations. It has been assumed in the preparation of this Publication that: the user ensures selection of those parts of its contents appropriate to the intended application; and that such selection and application is correctly carried out by appropriately qualified and competent persons for whose gui
15、dance this Publication has been prepared. EEMUA and the individual members of the Work Group that prepared this EEMUA publication do not, and indeed cannot, make any representation or give any warranty or guarantee in connection with material contained herein. EEMUA and the individual members of the
16、 Work Group that prepared this EEMUA publication expressly disclaim any liability or responsibility for damage or loss resulting from the use or reliance on this Publication. Any recommendations contained herein are based on the most authoritative information available at the time of writing and on
17、current good engineering practice, but it is essential for the user to take account of pertinent subsequent developments and/or legislation. Any person who encounters an inaccuracy or ambiguity when making use of this Publication is asked to notify EEMUA without delay so that the matter may be inves
18、tigated and appropriate action taken. Consultation and Feedback EEMUA encourages constructive comments on this Publication from both Members of the Association and others. Comments should be sent on the standard feedback form, a copy of which is provided towards the end of this Publication. An elect
19、ronic version of the feedback form is available from EEMUA - e-mail your request for a copy to enquirieseemua.org, telephone your request to +44 (0)20 7488 0801, or download the form from the EEMUA website at www.eemua.org. Submit comments by e-mail (preferred) or post. Comments are considered by th
20、e relevant EEMUA Technical Committees and may be incorporated in future editions of this Publication. New editions are publicised on the EEMUA website. EEMUA Publication 226 On-line analysers: technical enquiry and bid evaluation EEMUA vi EEMUA Publication 226 On-line analysers: technical enquiry an
21、d bid evaluation EEMUA vii Contents 1. Introduction 1 2. Preliminary Details 3 2.1 Brief Project Description . 3 2.2 Type of Response Expected from the Vendor . 3 2.3 Critical Criteria on Bid Rejection 3 3. Scope of Supply . 5 3.1 Vendor/Client Interfaces 5 3.2 Procurement Responsibilities 5 3.3 Sta
22、ndards and Codes of Practice . 5 3.4 Documentation Requirements . 6 3.4.1 Quotation Stage . 6 3.4.2 Project Stage . 6 3.4.3 Project Completion 6 3.5 General Specification . 7 3.5.1 Environment 7 3.5.2 Hazardous Area Classification . 7 3.5.3 Equipment Certification . 7 3.5.4 Utility Systems . 7 3.5.5
23、 Labelling . 8 3.6 Analyser House Specification 8 3.6.1 Overall Layout, Size Constraints and Location . 8 3.6.2 Construction 9 3.6.3 Ventilation . 9 3.6.4 Air Conditioning 9 3.6.5 Power Distribution 10 3.6.6 Safety Systems 10 3.6.7 Monitoring and Alarm Systems . 11 3.6.8 Signal Interfacing with Cont
24、rol Systems . 11 3.7 Sample System Specifications . 11 3.7.1 Sample Probe Design and Location 11 3.7.2 Sample Conditioning . 11 3.7.3 Sample Transport . 12 3.7.4 Safety (Pressure and Temperature Considerations) 12 3.7.5 Analyser Validation . 12 3.8 Analyser Specification 13 3.8.1 Description, Tag Nu
25、mbers and Control . 13 3.8.2 Systems Vendor Responsibilities . 13 3.8.3 Data Sheets . 13 3.8.4 Analyser Certification 13 3.8.5 Analyser Performance Requirements . 13 3.8.6 Materials of Construction . 14 3.8.7 Signal Interface Requirements 14 3.9 Inspection and Testing . 14 3.9.1 Analysers at Analyse
26、r Vendors Works . 14 3.9.2 Analysers and Systems at Systems Vendors Works . 14 3.9.3 Commissioning and Site Acceptance Tests 16 3.10 Training . 16 3.10.1 Training Requirements . 16 3.11 Spare Parts 16 3.11.1 Spare Parts Requirements 16 EEMUA Publication 226 On-line analysers: technical enquiry and b
27、id evaluation EEMUA viii 4. Bid Technical Evaluation 17 4.1 Object . 17 4.2 Correct Response to the Bid . 17 4.3 Technical Excellence 17 4.4 Comparative Testing . 18 4.4.1 Allowance for Technical Interpretation . 18 4.4.2 Assigning Key Areas 18 4.4.3 Weighting Functions 18 4.5 Bid Qualification Meet
28、ings 19 4.6 Reassessment of Comparative Testing . 20 Appendix A Sample Analyser Specification Template 21 EEMUA Publication 226 On-line analysers: technical enquiry and bid evaluation EEMUA 1 1. Introduction This Publication is intended as a guide to assist in the development of a specification or m
29、aterial requisition for analysers and their associated support systems. It should be used for enquiry purposes and the subsequent assessment of the bids presented by the prospective vendors. The intention is to cover the general principles and items that need to be addressed when purchasing large an
30、alyser systems. This Publication is not intended as a design specification in its own right and design guidance has been deliberately omitted. It should be read in conjunction with EEMUA Publication No. 138 Design and installation of on-line analyser systems, Second Edition, March 2010, ISBN 0 8591
31、174 8, which provides further guidance on specific design details which need to be included in the specification or material requisition used for the purchase of analysers and associated systems. To simplify the specification and bid process it is desirable to have a standard format for both the enq
32、uiry documentation and the response from the analyser vendor. This Publication is intended to provide that framework. The Chapter entitled Scope of Supply lays out the headings and any relevant associated comments for the specification of a complete analyser system. Analyser systems are not all the
33、same and individual requirements for total content will invariably differ. However this Publication is laid out such that individual sections can be selected or omitted as required. The recommended approach is to include all section headings and where relevant state as “Not Applicable“. The Chapter
34、entitled Bid Technical Evaluation covers procedures for bid assessment and gives suggested points against which bids should be analysed. This Publication supersedes EEMUA Publication 138S1 Design and installation of on-line analyser systems a guide to technical enquiry and bid evaluation. EEMUA Publ
35、ication 226 On-line analysers: technical enquiry and bid evaluation EEMUA 2 EEMUA Publication 226 On-line analysers: technical enquiry and bid evaluation EEMUA 3 2. Preliminary Details 2.1 Brief Project Description The specification document should contain a brief description of the project associat
36、ed with the analyser installations including site location, type and number of analyser houses, tag numbers for the proposed houses and analysers, and the major obligations expected of the systems vendor, e.g. design work, manufacture, procurement, testing, transportation to site, commissioning and
37、training. The analyser and installation may be supplied by the same or separate vendors. The normal preference is for the analyser vendor to also supply the sample conditioning system and housing of the installation as this gives a single point of responsibility. If several analysers are being insta
38、lled at the same time, the complete installation can be supplied by a specialised analyser systems sub-contractor. See EEMUA Publication 138 Design and installation of on-line analyser systems for further information on analyser installation design. 2.2 Type of Response Expected from the Vendor The
39、type of response required of the vendor should be clearly stated, e.g. answer all sections on an individual basis, highlight deviations from the specification with technical reasons for non-compliance and the alternatives proposed. It should be made clear that any drawings and data presented with th
40、e bid should be relevant to that bid. Standard drawings are only acceptable if applicable for the specific application. Typical drawings or examples from other projects are generally unacceptable. The language in which the bid is to be submitted should be specified. 2.3 Critical Criteria on Bid Reje
41、ction Consistency of response from all vendors is necessary to provide a fair basis for technical comparison of bids. It should be made clear to the vendor that non-compliance with the requested response format may lead to automatic rejection of the bid. A high degree of importance should be placed
42、on technical competence in sample system design as this is the area whereby the analyser systems will most likely fail. Typical drawings or examples of past similar applications are generally not sufficient to determine the competence and quality of design being offered for the specific project. Des
43、ign for ease of maintenance should also be emphasised as an important aspect in assessing the bids. EEMUA Publication 226 On-line analysers: technical enquiry and bid evaluation EEMUA 4 EEMUA Publication 226 On-line analysers: technical enquiry and bid evaluation EEMUA 5 3. Scope of Supply This Chap
44、ter covers typical items and technical requirements that should be included in the enquiry document with examples to emphasise the types of clause that should appear and the associated technical and scope considerations. It does not necessarily include the complete set of clauses or technical requir
45、ements that may be required for all projects. These need to be developed on a specific project basis. The final bid enquiry document should contain an itemised list or table identifying all the major hardware assemblies (with tag numbers and quantities as appropriate) and the engineering services (i
46、nspection, testing, site acceptance, documentation, training, etc.) that are included within the vendors scope. This may also be used as the basis for a commercial breakdown of the costs. 3.1 Vendor/Client Interfaces Interface points should be clearly defined in terms of site work tie-ins. Where tes
47、ting of the analyser installation is required it should be made clear who is responsible for providing any necessary test equipment and test gases/liquids. The Vendor should make due allowances within the bid for inspection and quality assurance checks by the client/purchaser. 3.2 Procurement Respon
48、sibilities It should be made clear whether the systems vendor is to buy in the analysers or if the client will free issue them to the vendor for installation. When analysers are procured by the systems vendor the right for the client to inspect the analysers prior to dispatch to the systems vendors
49、works should be reserved. The systems vendor is to inform the client when inspections are due. The client should reserve the right to override any vendor selection of type and make of analyser or pre-specify the required type and model(s) if only specific types are acceptable. This is also applicable to other systems components where specific equipment is preferred or required for consistency with other equipment already used on site. When analysers are supplied free issue to the systems vendo
