Engineering Reference Document

 Copyright 1995 Shell U.K. Limited. All rights reserved.
Additional registered or controlled copies can be obtained

from Central Engineering Library.
Shell U.K. Exploration and Production
SHELL
ENGINEERING
REFERENCE DOCUMENT
ENGINEERING STANDARD
STANDARD FOR VENDOR DOCUMENTS
Document Number : ES/002

Rev : 4
is appointed Author of this document and

should always be consulted for advice on
validity and currency by a user.
ES/002
Rev 4 1995
CONTENTS
Para Page
APPROVAL 2
PREFACE 6
GLOSSARY 7
ABBREVIATIONS 8
1 INTRODUCTION 9
1.1 Scope of ES/002 9
1.2 Distribution, Use and Regulatory Considerations 9
1.3 Applicable Codes, Standards and Regulations 9
1.3.1 Regulations 9
1.3.2 Shell Expro Standards 10
1.3.3 SIPM Standards 10
1.3.4 International Standards 10
1.3.5 British Standards 10
2 PART A - PURCHASER RESPONSIBILITIES (COMPRISING OF SECTION 2 AND 3) –
INTRODUCTION 10
2.1 Scope of Part A 10
3 REQUIREMENTS 11
3.1 Document Selection and Review 11
3.2 Document Quantities 11
3.3 Document Retention Periods 12
3.4 Maintained Drawings 12
4 PART B - VENDOR RESPONSIBILITIES (COMPRISING OF SECTION 4, 5 AND 6) –
INTRODUCTION 12
4.1 Scope of Part B 12
4.2 Vendor Responsibility 12
4.3 Language 12
4.4 Ownership of Title to Engineering Documents 12
4.5 Submission and Review of Vendor Documents 12
4.6 Repeated Documents 13
4.7 Format of Documentation 13
4.8 Document Retention 13
5 VENDOR DOCUMENT REQUIREMENTS FOR EQUIPMENT AND EQUIPMENT
PACKAGES 13
5.1 Introduction 13
5.1.1 Scope 13
5.2 Contents of Documents 13
5.2.1 General Vendor Data 13
5.2.2 Requirements for Manufacturing Data 14
5.2.3 Requirements for Technical Manual 14
5.2.4 Spare Parts Information 14
5.2.5 Shipping Documents 14
6 VENDOR DOCUMENT REQUIREMENTS FOR BULK PURCHASE MATERIALS 15
6.1 Introduction 15
6.1.1 Scope 15
6.2 Contents of Documents 15
6.2.1 Manufacturing Data 15
6.2.2 Shipping Documents 15
APPENDIX 1 21
1 COMPILATION OF MANUFACTURING DATA 21
1.1 Composition of Manufacturing Data 21
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1.2 Contents of Manufacturing Data Part A 21

1.3 Contents of Manufacturing Data Part B 22
APPENDIX 2 TECHNICAL MANUAL REQUIREMENTS 24
1 COMPOSITION AND CONTROL OF TECHNICAL MANUALS 24
2 SPECIFICATION 24
3 CONTENTS OF TECHNICAL MANUALS 24
3.1 7 Categories of Information 24
3.2 Category: Purpose and Planning Information 25
3.3 9 Category: Operating Information 25
3.4 10 Category: Technical Description 25
3.5 11 Category: Handling, Installation, Storage and Transit Information 25
3.6 12 Category: Maintenance Instruction 25
3.7 13 Category: Maintenance Schedules 25
3.8 14 Category: Parts Lists 25
3.9 15 Category: Modification Instructions 26
3.10 16 Category: Disposal Instructions 26
APPENDIX 3 VENDOR DOCUMENT REQUIREMENTS SCHEDULE (VDRS) 27
APPENDIX 4 VENDOR DOCUMENT REVIEW PROCESS 44
APPENDIX 5 REPEATED VENDOR DOCUMENTS 49
APPENDIX 6 SPARE PARTS DATA 50
1 COMMISSIONING AND OPERATING SPARES 50
2 INSURANCE SPARES 50
3 E-SPIR 50
APPENDIX 7 PRESENTATION OF DOCUMENTS 51
1 PRESENTATION OF DOCUMENTS 51
1.1 Document Presentation, Format and Quality 51
1.1.1 Organisation and Presentation 51
1.1.2 Document Size 51
1.1.3 Reproducibles and Prints 51
1.1.4 Clarity 51
1.1.5 Drawing Symbols 51
1.1.6 Units 51
1.1.7 Identification 51
1.1.8 Notation of Revisions 52
1.2 Presentation and Format Requirements for Drawings 52
1.2.1 Scales 52
1.2.2 Sizes 52
1.2.3 Lettering and Line Sizing 52
1.2.4 Title Block 52
APPENDIX 8 PREFERRED DOCUMENT FORMAT 53
APPENDIX 9 ELECTRONIC FORMAT REQUIREMENTS 54
1 INTRODUCTION 54
2 ELECTRONIC DATA IMPORT REQUIREMENTS 54
2.1 Illustrations 54
2.2 Text 54
2.3 Medium 54
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FIGURES
Figure Page
1 Overview of ES/002 17
2 Complying with UK Supply of Machinery (Safety) Regulations 19
3 Vendor Document Requirement Schedule (VDRS) (Model) 29
4 Vendor Data Selection List A - Control Documents 31
5 Vendor Data Selection List B - Interface Information 32
6 Vendor Data Selection List C - Operating and Maintenance (Sheet 1 of 3) 33
9 Vendor Data Selection List D - Material Traceability and Certification (Sheet 1 of 4) 36
13 Vendor Data Selection List E - Shipping Documents 40
14 Vendor Data Selection List F - Design, Performance and Characteristics Data (Sheet 1 of 3) 41
17 Vendor Document Schedule (VDS) 45
18 Vendor Document Distribution Matrix (VDDM) 47
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ES/002
Rev 4 1995
PREFACE
This Standard specifies the requirements of Shell U.K. Exploration and Production for engineering
documentation to be provided in support of equipment and materials supplied by Vendors.
Since the issue of the previous revision of ES/002 there have been significant changes to the way in
which Shell Expro conducts its business with respect to the provision of engineered materials and
equipment for its production facilities and pipeline systems. That function is, in addition to Shell
Expro's purchasing activities, conducted or supported by agents and contractors acting on behalf of
Shell Expro.
It is essential that materials and equipment are supplied as economically as practical to meet the
requirements of the customer, Shell Expro. Vendor supplied documentation is a key element of that
requirement and so it must be managed efficiently to generate the minimum amount of paperwork
effort whilst providing all of the ESSENTIAL INFORMATION to the design contractors and end users.
Vendor documentation is also a major source of engineering information used by project teams
throughout the life of installations. The accuracy and reproducibility of the information is crucial to
maintaining project and operating efficiency and for supporting installation improvements. Based on
GOAL SETTING OBJECTIVES this Standard defines the process to be adopted for document
selection and guides those responsible for that process.
This Standard is structured to emphasise the responsibilities of the main users of the Standard and is
summarised graphically in Figure Overview of ES/002.
This revision of the Standard has been substantially modified compared to the previous revision
thereby making it impractical to highlight the changes in the conventional manner. The user is
therefore advised to regard this Standard as a new document.
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GLOSSARY
DEFINITIONS
ISO 8402 1994-04-01 Quality Management and Quality Assurance
For the purposes of this Standard the definitions given above shall apply together with those listed
below:
Agent The Shell Expro appointed contractor with authority to act on behalf of Shell Expro.
Contractor The Shell Expro appointed main contractor for a defined scope of work.
Custodian Referred to by reference indicator, not as an individual by name. The specialist
whose knowledge, experience, expertise and status are appropriate for maintaining
the validity of the document and for providing advice on its contents as required.
Document Is that which can be identified and traced by a number that is unique to itself, be it
single sheet or multi-page. (e.g. drawing and technical manual).
Equipment An item normally manufactured to order for a specific purpose. (e.g. coded vessel,
fire pump, process control panel, switchboard).
Equipment An assembly of interconnecting items of equipment (e.g. fiscal metering skid, gas
Package dehydration package).
Inspecting Inspection party appointed by either Purchaser or Vendor to satisfy statutory
Authority requirements. (e.g. for verification of design, construction and testing of pressure
vessels)
Machinery As defined by the Supply of Machinery (Safety) Regulations.
Manufacturer The company responsible for the manufacture; not necessarily the Vendor.
Materials Mass/batch produced components, not necessarily manufactured to order, for
incorporation by others into a system/equipment/equipment package. (e.g. pipe,
fittings, flanges, structural steel sections, valves, instruments, glands, junction
boxes, compression fittings).
Product That to be supplied by the Vendor including all materials and equipment included
therein and all related documentation.
Purchaser The organisation responsible for carrying out the purchasing function; i.e. Shell
Expro or Shell Expro appointed contractor or agent.
Purchasers Inspector appointed by the Purchaser to ensure compliance with Purchase Order.
Inspector
Purchase A request from Purchaser to supply the product. It includes Supply Agreements and
Order other supply arrangements agreed to by Shell Expro.
Shell Expro Shell U.K. Exploration and Production.
Sub-contractor A company awarded a contract by a Contractor to do part of the work awarded to
the Contractor by Shell Expro. The work of the Sub-contractor is carried out under
the direction and control of the Contractor. Under it's model contracts Shell Expro
has the right to review all proposed Sub-contractors and sub-contracts.
Sub-vendor Any person or company (other than Purchaser) having an agreement with Vendor
for the supply of the product, part of the product or a service (e.g. design, testing)
associated with the product.
Tenderer A Vendor or contractor invited to tender a bid at the enquiry stage.
User A person or organisation that owns the product or has overall responsibility for it or
uses it or relies upon data relating to it as prime source of information.
Vendor The supplier of equipment or material; not necessarily the manufacturer.
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ABBREVIATIONS
DMS Drawing Management System.

EDMS Electronic Document Management System.
ERD Engineering Reference Document. (A Shell Expro document type of which this Standard
is one).
E-SPIR A computer program for compiling SPIR data.
MESC Materials and Equipment Standards and Codes.
MSDS Material Safety Data Sheet.
SIPM Shell Internationale Petroleum Maatschappij B.V.
SPIR Spare Parts and Interchangeability Record form.
VDDM Vendor Document Distribution Matrix.
VDRS Vendor Document Requirements Schedule.
VDS Vendor Document Schedule.
VDSL Vendor Data Selection List.
VIM Vendor Information Module.
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PART 1
INTRODUCTION
1 INTRODUCTION
1.1 Scope of ES/002
This Standard provides a 'Model' for the required selection, content, presentation and quality of
Vendor's technical information to be submitted to the Purchaser and shall be used by Shell Expro or
by agents or contractors authorised by Shell Expro to act on its behalf and by Vendors.
This Standard shall apply to all documentation specified in Purchase Orders:
• for equipment and equipment packages;
• for bulk materials with or without a MESC description.
This Standard defines the process for the submission and review of the Vendor documents. It must be
recognised by those involved in the purchase of equipment and materials (the product) that
unnecessary requests for and approvals of Vendor documentation be avoided whilst achieving the primary
goals
that:
• enable satisfactory operation and maintenance;
Embodied by the Technical Manual, which is the information for product user.
• permit product incorporation into design;
Data essential to contractor to incorporate the product into the project design.
• prove material traceability and compliance with specification;
Records and data generated by and for the records of Vendor in support of product compliance
but not necessary for Purchasers activities.
• permit progress monitoring of purchase order;
Information essential to the Purchaser only for the life of the Purchase Order.
It must also be recognised that a Vendor with whom a Purchase Order is placed is contractually
invested with clearly defined areas of responsibility and further would previously have demonstrated
their capabilities to the satisfaction of Shell Expro in order to be entered in VIM. On that basis,
together with specific legal documents.
Only the first two primary goals meet the needs of Shell Expro.
1.2 Distribution, Use and Regulatory Considerations
Deviation from this Standard is permitted only with the written approval of the Shell Expro Custodian
or agents acting on its behalf.
The requirements of this Standard are in addition to those of statutory regulations and instruments
governing the supply and use of particular types or groups of equipment or materials. For example SI
1992 No 3073 The Supply of Machinery (Safety) Regulations, 1992.
Where an agent or contractor of Shell Expro has an established procedure for the selection and
review of Vendor documentation, this Standard shall be used to evaluate that procedure.
1.3 Applicable Codes, Standards and Regulations
1.3.1 Regulations
Provision and Use of Work Equipment Regulations SI 1992 No. 2932.
The Supply of Machinery (Safety) Regulations SI 1992 No. 3073.
The Supply of Machinery (Safety) (Amendments) Regulations SI 1994 No. 2063.
Control of Substances Hazardous to Health (COSHH) Regulations SI 1994 No. 3246.
Chemicals (Hazard Information and Packaging for Supply) Regulations SI 1994 No. 3247.
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1.3.2 Shell Expro Standards

EM/075 Rev 0 Jun 1993 Manual - Drawing Maintenance and Management.
1.3.3 SIPM Standards
DEP 70.10.90.81-GEN - March 1994 Electronic Spare Parts List and Interchangeability Records.
DEP 70.10.90.11-GEN - Feb 1987 Spare Parts for Initial and Normal Operations.
1.3.4 International Standards
ANSI/ASME Y14.2M-1992 Line conventions and Lettering.
ISO 8402 1994-04-01 Quality Management and Quality Assurance Vocabulary.
1.3.5 British Standards
BS 308 Engineering Drawing Practice
Pt 1 1993 Recommendations for general principles
Pt 2 1985 Recommendations for dimensioning and tolerancing of size
Pt 3 1990 Recommendations for geometrical tolerancing
BS 4884 Technical manuals
Pt 1 1992 Specification for presentation of essential information
Pt 2 1993 Guide to content
Pt 3 1993 Guide to presentation
BS 4899 Guide to user's requirements for technical manuals
Pt 1 1991 Contents
Pt 2 1992 Presentation
BS 5070 Engineering diagram drawing practice
Pt 1 1988 Recommendations for general principles
Pt 2 1988 Recommendations for electrotechnology diagrams
Pt 3 1988 Recommendations for mechanical/fluid flow diagrams
Pt 4 1990 Recommendations for logic diagrams
BS 5536 1988 Recommendations for Preparation of technical drawings for microfilming
BS 5641 1982 Recommendations for Loose-leaf publications
BS 6498 1991 Guide to Preparation of microfilm and other microforms that may be required as
evidence
BS EN 10204 1991 Metallic products - Types of inspection documents
BS EN 61082 Preparation of documents used in electrotechnology
61082-1 1993 General requirements
61082-2 1984 Function oriented diagrams
61082-3 1994 Connection diagrams, tables and lists
2 PART A - PURCHASER RESPONSIBILITIES (COMPRISING OF SECTION 2 AND 3) –

INTRODUCTION
2.1 Scope of Part A
Part A of the Standard defines the Purchaser specific responsibilities with respect to the goals goals that
ensure:
• effective document selection to meet the essential needs of the users;
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• efficient and positive review of documentation.

The requirements of Part A apply to Purchase Orders for equipment, equipment packages and bulk
materials.
3 REQUIREMENTS
3.1 Document Selection and Review
Engineering judgement shall be exercised by the Purchaser with respect to Vendor established
practices and standards relating to technical documentation. Every effort shall be made to
utilise Vendor standard documentation.
Purchaser must be fully conversant with all sections of this Standard, including Part B.
The VDRS shall be employed to ensure that only documents relevant to the users needs are
requested and the review party for each document type is identified, as in Appendix 3 Vendor
Document Requirements Schedule (VDRS).
The review of Vendor documents should be conducted wherever practical by only one of the following:
• Inspecting Authority (primarily pressure vessels and heat exchangers);
• Purchaser's appointed inspectors (primarily manufacturing records and certification);
• Purchaser's design team (primarily Technical Manual and interface documents).
The need for documentary evidence to satisfy a Certifying Authority (CA) for an offshore installation
must also be accounted for as part of the supply of equipment and materials. The content and timing
of such evidence shall be determined by the CA through the owner of the offshore installation.
ERDs are in force for specific types of equipment (e.g. centrifugal pumps and pressure vessels).
Where they specify Vendor document requirements, those ERDs alone shall be the prime reference
source and, with the exception of Control Documents and Shipping Documents, shall not be added to
without justification.
Documentation for bulk materials, equipment and equipment packages may be defined under a
Supply Agreement or similar arrangement between Shell Expro and a Vendor. Purchaser shall limit
requests for additional documents to those necessary for design interface, installation, operating and
maintenance information or to comply with health, safety and environmental issues when the
agreement is non-specific or is silent.
The Purchasers document review procedure shall be in accordance with Appendix 4 Vendor
Document Review Process.
Repeatable documents shall be reviewed only once by the Purchaser. Refer to Appendix 5 Repeated
Vendor Documents and Appendix 4 Vendor Document Review Process.
t is recommended that the Purchaser maintains an indexed file for Vendor repeatable documents.
Attention is drawn to the Purchasers responsibilities when machinery is imported directly by the
Purchaser into the European Community. In such situations the Purchaser becomes the "responsible
person" as defined by the UK Supply of Machinery (Safety) Regulations 1992 and amendments and
shall be responsible for obtaining and retaining the technical file and for providing the declaration of
conformity or of incorporation (together with the CE mark) applicable to the machinery. The
responsibilities are summarised in Figure Complying with UK Supply of Machinery (Safety
Regulations).
3.2 Document Quantities
Quantities of individual documents distributed for review/information shall be minimised by ensuring
that they are provided only to those users who have need of the information for their functional duties.
Blanket distribution within an organisation shall be avoided. Distribution of Vendor documentation
within Purchasers organisation during the review process shall be controlled in accordance with
Appendix 4 Vendor Document Review Process.
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The distribution of final documents after the Purchasers review process shall be limited to the end
users. Quantities of individual documents shall be agreed with the end users. Distribution and
quantities may be dependant upon the format in which the final approved documents are submitted to
Shell Expro. Refer to Appendix 8 Preferred Document Format.
3.3 Document Retention Periods
The minimum period of time for which Vendor supplied documents are to be retained is specified in
the Shell Expro Corporate Document Retention Schedule (CDRS) or Field Unit equivalent. The
duration relevant to documents to be retained by the Vendor shall be specified in the Purchase Order:
the duration being determined by life of the facility or equipment or to satisfy regulations governing the
facility or equipment or for other legal obligations.
3.4 Maintained Drawings
Drawings that are subject to QA audit trail procedures may be subject to maintenance during the life of
the equipment they serve as defined by EM/075 Drawing Maintenance and Management.
Maintained drawings (e.g. P and IDs) shall be clearly identified and included on the VDRS.
Maintained drawings are to be stored in DMS.
4 PART B - VENDOR RESPONSIBILITIES (COMPRISING OF SECTION 4, 5 AND 6) –

INTRODUCTION
4.1 Scope of Part B
Part B of the Standard defines the Vendor specific responsibilities with respect to the goals that ensure:
• the clear identification of documents to be supplied to the Purchaser;
• acceptable quality and formats;
• secure and accessible retention of documents.
4.2 Vendor Responsibility
The Vendor shall ensure that all documents produced by its Sub-vendors comply with the
requirements of this Standard.
Acceptance of documents by the Purchaser or Purchasers representatives shall not relieve the
Vendor of responsibility for compliance with the specified requirements.
Relaxation of the requirements of this Standard is permitted and should be actively pursued
where it can be clearly demonstrated by the Vendor to the Purchaser that the goals of this
Standard are achieved together with cost efficiency.
4.3 Language
Documents shall be in the English language only. Where original documents exist in a language other
than English, a translation into English shall be provided on the original documents.
4.4 Ownership of Title to Engineering Documents
The ownership of title to engineering documents provided by the Vendor in support of materials or
equipment shall be as defined in the Purchase Order.
4.5 Submission and Review of Vendor Documents
Documents submitted to the Purchaser or Purchasers agent for review shall not necessarily be
returned to the Vendor. The Vendor shall act promptly on the receipt of comments from the Purchaser
or Purchasers agent.
Based on the Purchasers VDRS, the Vendor shall confirm actual documents/data to be produced in
support of their product by submitting a completed VDS to the Purchaser at the Purchase Order
enquiry stage. Individual documents requested on the VDRS may be combined provided the resulting
document contains the information specified. The Vendor shall include on the VDS the documents and
data that will form Part A and B of the Manufacturing Data and the Technical Manual. Refer to
Appendix 3 Vendor Document Requirements Schedule (VDRS) and Appendix 4: Vendor Document
Review Process.
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The method and timing of the document submission by the Vendor to the review parties shall be a
matter of agreement between the Vendor and the review parties, as defined in Document Selection
and Review.
The Vendor shall be responsible for obtaining the written approval where appropriate.
The Vendor shall comply with the U.K. Supply of Machinery (Safety) Regulations 1992 and
amendments that govern the supply of machinery with respect to documentary evidence to prove
conformance with the regulations. Attention is drawn to the Vendors responsibilities when machinery
as defined by the regulations is imported by the Vendor into the European Community. In such
situations the Vendor becomes the "responsible person" as defined by the regulations and is
responsible for obtaining and retaining the technical file and for providing the declaration of conformity
or of incorporation (together with the CE mark) applicable to the machinery. The responsibilities are
summarised in Figure Complying with UK Supply of Machinery (Safety Regulations).
4.6 Repeated Documents
At the Purchase Order enquiry stage the Vendor shall identify to the Purchaser those documents that
have previously been supplied to Shell Expro under an earlier Purchase Order as defined by Appendix
5 Repeated Vendor Documents.
4.7 Format of Documentation
The Vendor shall agree with the Purchaser the format of final documentation to be supplied to the
Purchaser. Refer to Appendix 8 Preferred Document Format and Appendix 9 Electronic Format
Requirements.
4.8 Document Retention
The secure retention of and subsequent access to technical documentation is essential to satisfy Shell
Expro's engineering, contractual and legal obligations. Shell Expro does not, however, intend to retain
a copy of every technical document provided in support of equipment and materials purchased by it or
on its behalf. Vendor shall retain those documents as identified in the Purchase Order or the Supply
Agreement or other agreement between Shell Expro and a Vendor to comply with the regulations
governing the supply of materials and equipment.
Documentation to be retained by the Vendor on behalf of Shell Expro does not of necessity have to
exist in 'book' form provided the Vendor's filing system is logical and allows access to all data relevant
to a Purchase Order. The Vendor's filing system shall be referenced to the Purchase Order. The filing
method to be adopted by Vendor shall be agreed with the Purchaser at the Purchase Order enquiry
stage.
The Vendor shall permit the Purchaser access to the retained documentation.
5 VENDOR DOCUMENT REQUIREMENTS FOR EQUIPMENT AND EQUIPMENT PACKAGES

5.1 Introduction
5.1.1 Scope
This section (5) of the Standard shall apply to all documentation requirements specified in requisitions
for equipment and equipment packages.
This section (5) of the Standard defines the standards, format, units, quality and approval criteria to be
applied to Vendor documentation and for the compilation of Manufacturing Data, Technical Manuals
and Shipping Documents.
Codes, standards and regulations applicable to Vendor documentation and the requirements of this
section (5) are those listed in this Standard.
Presentation of Vendor documentation shall be in accordance with Appendix 7 Presentation of
Documents.
5.2 Contents of Documents
5.2.1 General Vendor Data
General Vendor data is that contained in catalogues and on standard data sheets. Where such data is
offered the following provisions shall apply:
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(1) Data shall be certified as accurate, correct, relative to the scope of supply and dated.
(2) Irrelevant data shall be edited from the submission.
(3) Relevant data shall be clearly identified and the Purchase Order and equipment tag numbers
shall be clearly indicated.
Failure to comply with these requirements shall result in non-acceptance.
5.2.2 Requirements for Manufacturing Data
Manufacturing Data shall be compiled in accordance with Appendix 1 Compilation of Manufacturing
Data.
Vendor shall advise Purchaser at the Purchase Order enquiry stage by completing the VDS, the
documents and data to be produced by the Vendor to ensure compliance with the Purchase Order and
regulations and codes applicable to the material/equipment to be supplied.
Manufacturing Data shall be compiled progressively as the work proceeds and submitted to the
Purchaser in accordance with the Purchase Order for interim acceptance and, upon completion, for
final acceptance.
5.2.3 Requirements for Technical Manual
Technical Manual shall be compiled in accordance with Appendix 2 Technical Manual Requirements.
Information on erection/installation/commissioning may be required by the Purchaser in advance of
the date when the Technical Manual will be available. Such information as identified on the VDRS
shall be submitted to the Purchaser as stand alone documents and later incorporated in the Technical
Manual.
The Technical Manual shall be submitted by the Vendor to the Purchaser as a fully completed
document for review and acceptance.
5.2.4 Spare Parts Information
Spares parts data shall be compiled in accordance with Appendix 6 Spare Parts Data.
5.2.5 Shipping Documents
Unless specified otherwise in a Purchase Order the Vendor shall supply with the delivered equipment
or equipment package shipping documentation in compliance with this Standard.
Two copies of the specified documentation shall be provided; one copy within the packing case or
packaging and one copy in a waterproof envelope securely attached to the outside of the packing
case or packaging.
Each copy of the shipping document shall where applicable to the Purchase Order and equipment to
be supplied include:
• Vendor's packing list;
• Shipping, off-loading, preservation and storage instructions;
• Purchasers release note;
• Inspecting Authority certificate (e.g. form X for pressure vessels) where applicable;
• Declaration of Conformity (for machinery);
• Declaration of Incorporation (for machinery);
• Lifting equipment certificates and final weighing certificate;
• Material Safety Data Sheets (MSDS) to accompany all chemical, equipment containing
chemicals and equipment capable of releasing chemicals in normal use. MSDS to provide the
hazard information necessary to meet the duties in SI 1994 No 3246 Control of Substances
Hazardous to Health Regulations.
Alternatively, as amended, and to comply with the requirements of SI 1994 No 3247 Chemicals
(Hazard Information and Packaging for Supply) Regulations.
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Upon first supply of the goods one copy of the MSDS shall be issued to Shell Expro Safety and
Environmental Affairs Department, attention of UESE/14, for registration in the central MSDS
database;
• Material certificates stating chemical and mechanical properties where welding is to be
performed by the construction contractor to install equipment (e.g. welding pump base plate to
module deck.).
6 VENDOR DOCUMENT REQUIREMENTS FOR BULK PURCHASE MATERIALS

6.1 Introduction
6.1.1 Scope
This section (6) of the Standard shall apply to all documentation requirements specified in requisitions
for bulk purchased materials.
Applicable Codes, Standards and Regulations shall be in accordance with the MESC or alternative
specification relevant to the product.
Vendor documentation shall comply with the primary goals and principles of this.
Standard with emphasis on minimal document delivery to Purchaser. The Vendor shall be responsible
for the retention and maintenance of material traceability and certification records together with
documentation in compliance with statutory regulations and instruments.
6.2 Contents of Documents
6.2.1 Manufacturing Data
Unless otherwise specified in a Purchase Order (including Supply Agreements or other arrangements
between Shell Expro and a Vendor), manufacturing data to be supplied to the Purchaser shall include:
• Purchase Order number;
• Vendor name, address, telephone, telefax and telex numbers;
• Names, addresses, telephone, telefax and telex numbers of Sub-vendors and description of
items supplied by the Sub-vendors;
• List of Purchase Order variations;
• List of Purchaser approved deviations from and concessions to the Purchaser's specified
requirements;
• A Certificate of Compliance signed by a director or senior executive of the Vendor stating that
the material complies with requirements specified in the Purchase Order, the applicable
regulations and relevant codes. The Purchase Order number shall be clearly shown on the
certificate;
• Declaration of conformity or of incorporation for machinery where applicable;
• Pressure test certificate where applicable;
• Type approval certificate (e.g. BASEEFA) where applicable;
• Material certificates (where subsequent welding to the product is to be performed by others).
• Purchaser's Release Note.
6.2.2 Shipping Documents
Unless specified otherwise by a Purchase Order, Supply Agreement or other arrangement between
Shell Expro and a Vendor, the Vendor shall supply with the delivered materials documentation in
compliance with this Standard.
Two copies of the specified documentation shall be provided; one copy within the packing case or
packaging and one copy in a waterproof envelope securely attached to the outside of the packing
case or packaging.
Each copy of the shipping document shall include:
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• Vendor's packing list.

• Shipping, off-loading, preservation and storage instructions.
• Lifting equipment certificates and final weighing certificate (where appropriate).
• Material certificates (where subsequent welding to the product is to be performed by others).
• Material Safety Data Sheets (MSDS) to accompany all chemical, equipment containing
chemicals and equipment capable of releasing chemicals in normal use. MSDS to provide the
hazard information necessary to meet the duties in SI 1994 No 3246 Control of Substances
Hazardous to Health Regulations.
Alternatively, as amended. and to comply with the requirements of SI 1994 No 3247 Chemicals
(Hazard Information and Packaging for Supply) Regulations.
Upon first supply of the goods one copy of the MSDS shall be issued to Shell Expro Safety and
Environmental Affairs Department, attention of UESE/14, for registration in the central MSDS
database.
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PURCHASER COMMON VENDOR
1. INTRODUCTION
PRIMARY GOALS
- Enable satisfactory operation and maintenance
- Permit product incorporation into design
- Prove material traceability and compliance with specification
- Permit progress monitoring of purchase order
ES/002 PART A ES/002 PART B
PURCHASER RESPONSIBILITY VENDOR RESPONSIBILITY

- Document selection - Document supply
- Document review Minimal - Document retention
Documents
to
Comply
with
CONTROL PROCESS Requirements CONTROL PROCESS
- Appendix 3: VDRS - Appendix 4: VDS
- Appendix 4: Distribution - Appendices 8 & 9 : Format
- Appendix 4: Review cycle
DOCUMENT REVIEW
AND
RECORDS RETENTION APPROVAL CYCLE RECORDS RETENTION
- Product compliance data - Design data
- Installation, operating and - Manufacturing records
maintenance instructions (traceability - all products)
- Maintainable drawings (technical file - machinery)
RESULT
- Makes visible the function
of requested documents
- Identifies document users
- Reduces paperwork
- Reduces engineering effort
- Reduces document maintenance
ACHIEVES FOR SHELL EXPRO:

Effective cost reduction commensurate
with a product that is in compliance
with requirements
Figure 1 Overview of ES/002
Page 17 of 54
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Page 18 of 54
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RESPONSIBLE PERSON
(depending on supply route)
Manufacturer in the EC
Supply TO ENSURE CONFORMANCE WITH THE REGULATIONS:
source - believing machinery is for
from supply to the EC Ensure that a system is in place to check that an EC declaration of conformity or
within - includes persons assembling incorporation is held for all relevant machinery and safety components and that such
EC machinery or parts into items are appropriately CE marked.
relevant machinery
All procured items of relevant machinery are to be supplied with EC declaration

of conformity or incorporation and to be CE marked.
Manufacturer's authorised
representative in the UK All procured items of safety components are to be supplied with EC declaration
of conformity.
applicable when manufacturer
Supply is not established in the EC
source All procured items of relevant machinery to be incorporated into other machinery
external are to be supplied with EC declaration of incorporation.
to
EC
Purchaser takes on the duties of the responsible person when it assembles
Person (1) who first machinery to form integrated units of relevant machinery.
supplies the relevant
machinery in the EC
applicable when the Person who first imports machinery from outside the EC becomes the
manufacturer or authorised responsible person.
representative is not In such a case the technical file, test reports and certification is to be supplied with
established in the UK the relevant machinery to the responsible person to comply with the regulations.
Responsible person is responsible for issue of declaration of conformity or incorporatio
(1) Person can be Purchaser and for the CE marking of the relevant machinery.
as defined in ERD ES/002
Figure 2 Complying with UK Supply of Machinery (Safety) Regulations
Page 19/20 of 54
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APPENDIX 1
1 COMPILATION OF MANUFACTURING DATA
1.1 Composition of Manufacturing Data
Manufacturing Data shall be compiled in two parts:
PART A - Handover Data: It shall be submitted to the Purchaser after it has been approved by the
Purchasers appointed inspector.
PART B - Compliance and Design Data: It shall be retained by the Vendor for the period specified in a
Purchase Order. Vendor shall permit the Purchaser access to Part B.
Both parts shall fully index the contents.
1.2 Contents of Manufacturing Data Part A
The Manufacturing Data Part A shall be compiled in loose leaf book form in compliance with this
Standard.
Unless otherwise specified in the Purchase Order, Manufacturing Data Part A shall contain the
following.
A1 Purchase Order Information:
• Purchase Order number;
• Vendor name, address, telephone, telefax and telex numbers;
• Names, addresses, telephone, telefax and telex numbers of sub-vendors and description of the
items supplied by the sub-vendors;
• List of Purchase Order variations.
A2 Specified Requirements:
• List of specifications used for the manufactured material/equipment;
• List of Purchaser approved deviations and concessions to the requirements specified in the
Purchase Order;
A3 Compliance Certification:
• A Certificate of Compliance signed by a director or senior executive of the Vendor stating that
the product complies with the requirements specified in the Purchase Order, the applicable
regulations and relevant codes together with as appropriate;
• Declaration of Conformity/Incorporation as applied to machinery,
• Vessel fabrication/inspection code compliance (e.g. BS 5500 Specification for Unfired
Fusion Welded Pressure Vessels),
• Type approval certificate (e.g. BASEEFA),
• Name plate rubbing or photograph where applicable;
• Material Safety Data Sheets (MSDS);
• Weight certificate and weight reconciliation statement;
• Certifying Authority release note where applicable;
• Inspection Release Note issued by the Purchaser's inspector;
• List of the contents of Part B. All documents shall be fully described by title, function where not
clear by the title, Vendors document number, Purchasers document number where a document
was submitted for review and any other number by which a document may be referenced by the
Vendor.
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A4 As-Built and Performance Data:

Data sheets, drawings and supporting documents showing the as-built condition of the
material/equipment to be fully indexed. As-built drawings/data are primarily those documents identified
in the Purchase Order as being maintained by Shell Expro throughout the products life.
Performance curves/data produced during acceptance testing.
Lists of programmable electronic systems (PES) and setting/logic recorded during the factory
acceptance tests (FAT).
1.3 Contents of Manufacturing Data Part B
Unless otherwise specified in the Purchase Order, Manufacturing Data Part B shall contain the
information listed in this section.
Part B does not have to exist in book form provided that the information is accessible and cross-
referenced to the Purchase Order. Refer to Document Retention.
The following is a comprehensive list; Vendor to include only those documents applicable to the
Purchase Order. Refer to Appendix 3 Vendor Document Requirements Schedule (VDRS).
B1 Handover Data:
Copies of the data contained in Part A. (It is not necessary for Vendor to retain a separate copy of Part
A).
B2 Materials Certification and Traceability:
• Materials location drawings;
• Hardness test results;
• Material certificates.
B3 Welding Data:
• Component, weld and NDE location drawing;
• Weld procedure specifications;
• Weld procedure qualification records;
• Welder performance qualification records;
• NDE operator qualification records/certificates;
• NDE reports;
• Visual inspection records;
• Production weld test results;
• Heat treatment charts and certificates.
B4 Reports, Records and Test Certificates:
• Electrical equipment heat run test records;
• Impulse voltage test records;
• Electrical short circuit test records;
• Dielectric test certificates;
• Function test certificates;
• Hydrostatic or pneumatic test certificates;
• Performance/acceptance test reports;
• Noise level test reports;
• Vibration test reports;
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• Vessel/exchanger code data reports;

• Instruments calibration and test certificates;
• Corrosion test records;
• Painting/coating/lining test and inspection certificates;
• Lifting equipment test certificates;
• Type test certificates;
• Tank calibration charts;
• Fire test certificates/test laboratory reports;
• Load test certificate.
B5 Supplementary Data:
To include supplementary data specified in the Purchase Order and not relevant to previous sections
of the Manufacturing Data.
B6 Design Data (in support of the design of the equipment):
Refer to F group documents in the VDSL of Appendix 3 Vendor Document Requirements Schedule
(VDRS).
• Calculations
• Diagrams and schematics
• Drawings
• Equipment data sheets
• Performance data and characteristics
• Study reports
Page 23 of 54
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APPENDIX 2
TECHNICAL MANUAL REQUIREMENTS

1 COMPOSITION AND CONTROL OF TECHNICAL MANUALS
The presentation and content of Technical Manuals shall, together with additional information as
specified in this Appendix, be in accordance with BS 4884: Part 1 Specification for Presentation of
Essential Information, BS 4884: Part 2 Guide to Content and BS 4884: Part 3 Guide to Presentation.
Technical Manuals are essential to the safe and proper use of the equipment they represent and are
the prime source of information for all users throughout the life of equipment and therefore shall be
controlled documents:
• incorporating relevant Vendor and Sub-vendor data;
• with revisions listed, described and identified within the body of the manual;
• fully indexed and cross referenced.
The Technical Manual shall address the functional requirements of all users including: operations;
maintenance; construction; training and safety.
The Vendor shall assume that the users of the Technical Manual have the necessary knowledge, skills
and experience for their normal functional activities and the Vendor shall, therefore, clearly identify
where specialist knowledge, skills or training is required.
2 SPECIFICATION
Vendor shall provide the specification for the Technical Manual and shall advise the Purchaser
whether it is an existing 'standard' or one that will be developed for the product.
The Vendor's standard specification adapted where necessary to comply with this Appendix should be
used wherever practical.
3 CONTENTS OF TECHNICAL MANUALS

For inclusion in Technical Manuals, the following clarify the Purchaser's requirements with respect to
and supplement those of BS: 4884 Parts 1 Specification for Presentation of Essential Information and
BS: 4884 Part 2 Guide to Content.
3.1 7 Categories of Information
BS 4884: Part 2 clause 7 Guide to Content denotes the descriptions used in BS 4884 Specification for
Presentation of Essential Information.
The Technical Manual should where practical be structured in the following order:
• Leading Particulars (purpose and planning information);
• Operation (operating information);
• Installation (handling, installation, storage, preservation and transit information);
• Maintenance (maintenance instructions and maintenance schedules);
• Parts Data (parts lists);
• Drawings;
• Lubrication;
• Modifications (modification instructions);
• Disposal (disposal instructions);
• Appendix.
Page 24 of 54
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3.2 Category: Purpose and Planning Information

BS 4882: Part 2 clause 8 Guide to Content.
Information shall additionally include:
• equipment data sheets;
• reliability or failure rate analysis;
• performance curves/data (derived from acceptance tests);
• dry, operating and test weights;
• service and power requirements (e.g. cooling water and electrical supply);
• lists of Sub-vendor's names, addresses and telephone/fax/telex numbers and Sub-vendor
supplied items;
3.3 9 Category: Operating Information
Information should additionally include:
• method of operating controls with cause and effect.
3.4 10 Category: Technical Description
This category is a general requirement and shall apply throughout the Technical Manual.
3.5 11 Category: Handling, Installation, Storage and Transit Information
Information should additionally include:
• storage facilities to be provided by Purchaser (e.g. heated warehouse, electrical supply data for
motor heater);
• preservation procedure where there will be a delay between equipment installation and start-up;
• setting up/alignment details (e.g. equipment levelling and shaft alignment);
• termination details (e.g. cable terminals and pipe connections);
• special installation requirements to maintain/comply with provision of equipment certification
(e.g. intrinsically safe equipment and relief valves);
• commissioning procedures;
• construction and commissioning check lists;
• re-commissioning procedures and check lists following major overhaul.
3.6 12 Category: Maintenance Instruction
• details of special tools and equipment;
• if Vendor support is required.
3.7 13 Category: Maintenance Schedules
This is self explanatory - no additional requirement.
3.8 14 Category: Parts Lists
Page 25 of 54
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Information shall additionally include the SPIR data: refer to appendix 6 of the Standard.
3.9 15 Category: Modification Instructions
For equipment or equipment packages that by the nature of their complexity or development history
may be subject to modifications after delivery to the Purchaser, provisions shall be made in the
Technical Manual:
• to record modifications to the equipment during both it's guarantee period and it's normal
operating life;
• for the treatment of additions or modifications to the Technical Manual after it's formally
approved issue to the Purchaser for use with the delivered equipment.
3.10 16 Category: Disposal Instructions
• Material Safety Data Sheets (MSDS) relevant to the equipment supplied including component
parts and consumables in order that the Purchaser is able to comply with SI 1994 No 3246
Control of Substances Hazardous to Health Regulations, 1994.
Page 26 of 54
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APPENDIX 3
VENDOR DOCUMENT REQUIREMENTS SCHEDULE (VDRS)

The selection and review of Vendor documentation is an important activity to ensure compliance with
Purchasers requirements and for project interface. It is essential, however, that the process is
conducted in an efficient manner to avoid excessive and non-productive work and duplication of effort.
The Purchaser shall use the VDRS of this appendix as a model for their selection of Vendor
documentation requirements, review parties and timings for each document submission.
A Vendor Data Selection List (VDSL) is a reference list and is included in this Appendix to guide those
responsible for Vendor document selection. The VDSL summarises the data referenced in equipment
specific ERDs and, where those ERDs are silent, advises the review party to be stated on the VDRS.
The VDSL is for information only, shall be used with discretion and SHALL NOT be incorporated in
any form into a Purchase Order.
A VDRS shall be completed by the Purchaser for each Purchase Order in conjunction with applicable
equipment specific ERDs that specify Vendor data requirements. A completed VDRS shall be included
as part of a Purchase Order.
A completed VDRS is a preliminary list of documents specific to a Purchase Order from which the
Vendor shall produce a definitive list, the VDS of appendix 4 of the Standard. The VDS contents shall
be agreed by Purchaser and Vendor to ensure that only documents and data to satisfy the goals of
this Standard are produced by the Vendor.
For standard items of equipment that are subject to repetitive ordering by Purchaser but for which a
Supply Agreement or similar arrangement does not exist, the Purchaser shall develop a pro-forma
VDRS which 'fixes' the document selection for type groups of equipment and materials. This would
apply particularly to instrument and electrical items.
Attention is drawn to the explanatory notes accompanying the VDRS and VDSL.
Explanatory Notes for VDRS and VDSL
(1) Documents to be supplied with bid to ensure Vendor clearly understands Purchaser's
requirements and to enable Purchaser to fully evaluate bid.
(2) Review classification identifies by whom (review party) and where documents will be reviewed:
(Certifying Authority (CA) requirements to be agreed separately with offshore installation owner
and CA) R - Review at Purchasers home office; S - Review at Vendors/Manufacturers works by
Purchasers inspector; T - Review by Inspecting Authority; W - To be available on request of
Purchaser/Shell Expro; X - Reviewed with and as part of the Technical Manual or Manufacturing
Data. Where review classification is blank or marked by a dash (-), document will be subject to
review at an earlier stage of the Purchase Order or as part of another document or is required
only for information at delivery point.
(3) The earliest practical time of issue from Purchase Order date. Initial date at bid stage stated by
Purchaser and agreed with Vendor prior to Purchase Order placement.
(4) Final destination of individual documents:
• Technical Manual;
• Manufacturing Data Part A;
• Manufacturing Data Part B;
• Shipping Document.
(5) The reason for document selection is identified by the code: a = for project/vendor design
interface; b = for installation, operating and/or maintenance; c = health, safety and
environmental issues (to comply with regulations).
(6) List only those documents that are relevant to the Purchase Order.
(7) Document number relates to that on the VDRS.
Page 27 of 54
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(8) ERD code is the old document number that may be in use in equipment specific ERDs. It is in
the Vendor Document Selection List for reference only.
(9) 'ENG' means that the document could be multi-discipline.
Page 28 of 54
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Doc. A - CONTROL DOCUMENTS REVIEW CLASS FIRST ASSIGN REQ'D Doc. (6) C - OPERATIONS AND REVIEW CLASS FIRST ASSIGN REQ'D Doc. REVIEW CLASS FIRST ASSIGN REQ'D
No. To be completed for all purchase orders WITH AFTER REVIEW TO: FOR: No. MAINTENANCE WITH AFTER REVIEW TO: FOR: No. WITH AFTER REVIEW TO: FOR:
BID P.O. Selective Information BID P.O. BID P.O.
(1) (2) (2) (3) (4) (5) (1) (2) (2) (3) (4) (5) (1) (2) (2) (3) (4) (5)
A01 VENDOR DOCUMENT SCHEDULE R R C01 TECHNICAL MANUAL R b

A02 FABRICATION/PRODUCTION SCHEDULE R R C24 INITIAL SPARE PARTS (INCL. COMMISSIONING) R C01 b
A03 PROGRESS REPORT - MONTHLY/WEEKLY R C25 SPARE PARTS FOR NORMAL OPERATION R C01 b
A04 BOUGHT OUT ITEMS/SUB-ORDER COPIES R D02 NOTE 1. Purchaser to complete to reflect the Material/Equipment
A05 SPECIFICATION FOR C01 R to be supplied by vendor.Refer to ES/002 Appendix 2.
A06 VENDOR QUALITY PLAN R R D02
A07 VENDOR QUALITY CONTROL PLAN R R D02
A08 EXCEPTIONS TO SPECIFICATIONS R D01
A09 EQUIPMENT HISTORY R
(6) B - INTERFACE INFORMATION

Selective Information
B01 PIPING/DUCTING & INSTRUMENT DIAGRAMS R R C01 a
B02 ONE LINE ELECTRICAL DIAGRAMS R C01 a
B03 HVAC SCHEMATIC & FLOW DIAGRAMS R C01 a
B04 OUTLINE/ARRANGEMENT DRAWINGS R R C01 a
B05 INTERFACE DRAWINGS R C01 a
B06 FOUNDATION/SUPPORT LOAD R C01 a
B07 TELECOMS SCHEMATICS R C01 a
B08 UTILITY REQUIREMENTS R R C01 a
C30 PREPARATION FOR SHIPPING/HANDLING R C01 b
C31 UNPACKING/INSTALLATION/ERECTION R C01 b
C32 COMMISSIONING PROCEDURE R C01 b
NOTE 1. Listed documents include potential maintainable drawings.
D - MATERIAL TRACEABILITY
NOTE 2. The above listed documents are examples.
CERTIFICATION
NOTE 3. Purchaser to complete/edit to reflect Material/
Equipment to be supplied by vendor. D01 MANUFACTURING DATA PART A R c
NOTE 1. Purchaser to complete to reflect the Material/Equipment
to be supplied by vendor. Refer to ES/002
D02 MANUFACTURING DATA PART B W c
NOTE 1. Vendor to advise purchaser of documents and data to be
produced by vendor in support of Materials/Equipment in
compliance with purchase order, regulations and codes.
Refer to ES/002 Appendix 1 Part B and VDSL
E - SHIPPING DOCUMENTS
E01 SHIPPING DOCUMENT b/c
E02 VENDORS PACKING LIST E01
E03 PURCHASERS RELEASE CERTIFICATE E01
NOTE 1. To be completed by Purchaser to reflect the Material/
Equipment to be supplied by Vendor.
Refer to ES/002 sections 5 & 6 and VDSL of Appendix
VENDOR SHALL CONFIRM DOCUMENT SELECTION AND DATA TO BE PRODUCED TO SUPPORT MATERIAL/EQUIPMENT ( ) SIGNIFIES AN EXPLANATORY NOTE - SEE ES/002 APPENDIX 3
BEING SUPPLIED BY SUBMITTING TO PURCHASER A COMPLETED VDS.
REVIEW CLASS: (1) (2) FINAL DOCUMENTATION 'PACKAGES' TO

COMPRISE SOLELY OF: (4)
R - REVIEW AT PURCHASERS HOME OFFICE C01 - TECHNICAL MANUAL REQUISITION ENGINEER/
LEAD ENG QA
S - REVIEW AT VENDORS/MANUFACTURERS WORKS D01 - MANUFACTURING DATA PART A REV DESCRIPTION DATE CONTRACT SPONSOR
BY PURCHASERS INSPECTOR D02 - MANUFACTURING DATA PART B APPROVAL
EQUIPMENT DESCRIPTION
T - REVIEW BY INSPECTING AUTHORITY E01 - SHIPPING DOCUMENT
W - TO BE AVAILABLE ON REQUEST OF PURCHASER/ AS IDENTIFIED UNDER COLUMN 'ASSIGN TO:'
SHELL EXPRO
X - TO BE REVIEWED AS PART OF COMPLETED DOCUMENT SELECTION CODE: (5)
(TECHNICAL MANUAL/MANUFACTURING DATA) a - PROJECT/VENDOR DESIGN INTERFACE
b - INSTALLATION, OPERATING AND/OR MAINTENANCE TAG No.
c - HEALTH, SAFETY AND ENVIRONMENT ISSUE
(TO COMPLY WITH REGULATIONS). PURCHASE ORDER/CONTRACT No.
Figure 3 Vendor Document Requirement Schedule (VDRS) (Model)
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VENDOR DATA SELECTION LIST

To be used with caution to ensure cost effectiveness.
A - CONTROL DOCUMENTS SHEET 1 OF 1

DOC DOCUMENT DESCRIPTION ERD REVIEW ASSIGN DISCIPLINE
No. CODE CLASS TO
(7) (8) (2) (4) (9)
A01 VENDOR DOCUMENT SCHEDULE G01 R GENERAL
A02 FABRICATION/PRODUCTION SCHEDULE G02 R GENERAL
A03 PROGRESS REPORT - MONTHLY/WEEKLY - R GENERAL
A04 BOUGHT OUT ITEMS/SUB-ORDER COPIES - R D02 GENERAL
A05 SPECIFICATION FOR TECHNICAL MANUAL (C01) M09 R GENERAL
A06 VENDOR QUALITY PLAN G21 R D02 GENERAL
INCLUDING PLANNED G22
A07 VENDOR QUALITY CONTROL PLAN 'HOLD' POINTS P11 R D02 GENERAL
A08 EXCEPTIONS TO SPECIFICATIONS - R D01 GENERAL
A09 EQUIPMENT HISTORY G11 R GENERAL
Note: A. Documents grouped according to their primary use and final destination. Certain documents, however, are
common to more than one group as evident by their document number (Doc. No.) and final destination.
B. Review Class:R - Review at Purchasers home office

S - Review at Vendors/Manufacturers works by Purchasers inspector
T - Review by Inspecting Authority
W - To be available on request of Purchaser/Shell Expro
X - To be reviewed as part of completed document (Technical Manual/Manufacturing Data)
Figure 4 Vendor Data Selection List A - Control Documents
Page 31 of 54
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B - INTERFACE INFORMATION SHEET 1 OF 1

No. CODE CLASS TO
(7) (8) (2) (4) (9)
B01 PIPING / DUCTING & INSTRUMENT DIAGRAMS D11 R C01 ENG.
B02 ONE LINE ELECTRICAL DIAGRAMS D13 R C01 ELECT.
B03 HVAC SCHEMATIC & FLOW DIAGRAMS - R C01 HVAC
B04 OUTLINE / ARRANGEMENT DRAWINGS D03 R C01 ENG.
B05 INTERFACE DRAWINGS D06 R C01 ENG.
B06 FOUNDATION / SUPPORT LOAD WITH ANCHOR LOAD DETAIL D09 R C01 STRUCT.
B07 TELECOMS SCHEMATICS - R C01 TELECOMS
B08 UTILITY REQUIREMENTS G04 R D01 ENG.
B09 EQUIPMENT DATA SHEETS G06 R D01 ENG.
B10 ENCLOSURE VENTILATION REQUIREMENTS G07 R C01 HVAC
B11 ALLOWABLE NOZZLE LOADS G08 R C01 MECH/
Maximum externally imposed movements & forces equipment PIPING
nozzles are designed to stand if greater than those specified
in equipment ERD's
B12 CAUSE & EFFECTS LOGIC CHARTS G09 R C01 INST.
B13 VENDOR CATALOGUES G10 R C01 ENG.
B14 ANNUNCIATOR LAYOUT DRAWINGS D23 R C01 INST.
B15 EQUIPMENT & BOM LIST WITH MATERIALS OF G03 R D02 ENG.
CONSTRUCTION
Vendor - supplied equipment list and BOM with descriptions and
quantities furnished including piping, instruments, bolting, gasket
schedules, and special tools. All above items shall have material(s)
of construction and service conditions specified in terms of the
appropriate codes / standards.
Highlight items required for offshore or site installation / assembly.
B16 RELIABILITY & MAINTAINABILITY SPECIFICATION G20 R C01 ENG.
REQUIREMENTS-
Information to be furnished in accordance with Specification or
equipment specific ERD.
B17 PANEL DRAWINGS D22 R C01 ELEC/INST
C14 PUMP COLUMN WITHDRAWAL SEQUENCE D26 R C01 MECH/
- Drawing STRUCT.
C31 UNPACKING, INSTALLATION / ERECTION PROCEDURES P07 R C01 ENG.
C32 PRECOMMISSIONING / COMMISSIONING PROCEDURES P08 R C01 ENG.

S - Review at Vendors / Manufacturers works by Purchasers inspector
W - To be available on request of Purchaser / Shell Expro
X - To be reviewed as part of completed document (Technical Manual / Manufacturing Data)
Figure 5 Vendor Data Selection List B - Interface Information
Page 32 of 54
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C - OPERATING & MAINTENANCE SHEET 1 OF 3

No. CODE CLASS TO
(7) (8) (2) (4) (9)
C01 TECHNICAL MANUAL (BS 4884/ES/002) M09 R ENG.
C02 ASSEMBLY DRAWING - Detailed arrangement drawing showing D04 X C01 ENG.
relative location and dimensions of all components with required
clearances for maintenance, operation, etc., interfaces with other
components/systems, tolerances on critical dimensions, system
terminations.
C03 CROSS-SECTION DRAWINGS WITH PARTS LIST D05 X C01 ENG.
C04 EXPLODED VIEW DRAWINGS - To show the parts of an assembly D07 X C01 ENG.
separated, but in proper position in relation to each other.
C05 MECHANICAL SEAL DRAWINGS D10 R C01 MECH.
With materials list of parts and dimensions.
C06 ELECTRICAL/ELECTRONIC/PNEUMATIC/HYDRAULIC D12 X C01 INSTR.
SCHEMATICS
Show all devices with terminal numbers and location
C07 ELECTRICAL INTERCONNECTION DIAGRAMS D14 X C01 ELEC/INST
Shows interwiring of separate devices in a system, terminal point
designations and physical arrangement.
C08 ELECTRICAL INTERNAL CONNECTION DIAGRAMS D15 X C01 ELEC/INST
Show device or panel internal wiring.
C09 SHAFT ALIGNMENT DRAWINGS D16 X C01 MECH.
Show Design/Actual alignment and alignment procedures.
C10 INSTRUMENT LOOP DRAWINGS D18 X C01 INSTR.
Drawings defining extent of loops (one per drawing sheet)
associated hardware, complete with tag numbers etc.
C11 INSTRUMENT HOOK-UPS - Drawings showing pneumatic/ D20 X C01 INSTR.
hydraulic/process connections including bulk materials.
C12 INSTRUMENT POWER SUPPLY AND EARTHING DRAWINGS D21 X C01 INSTR.
Drawings showing instrument power supply connections and ratings,
also earthing of: signals, screens, armour, instruments and J/Bs.
C13 INSTRUMENT LOCATION DRAWINGS - Drawings showing D24 R C01 INSTR.
locations/mounting of instruments and J/Bs.
C14 PUMP COLUMN WITHDRAWAL SEQUENCE D26 R C01 MECH/
-Drawing. STRUCT.
C15 STUD & GASKET SCHEDULE - Including identification of service G12 X C01 PIPING
and rating for applications not covered elsewhere.
C16 CABLE SCHEDULES - To include cable number, and terminals G13 X C01 ELEC/INST
from & to equipment (reference)/gland(reference), length, number
of conductors (with type and size) and operating voltage.
Note: A.Documents grouped according to their primary use and final destination. Certain documents, however, are

Figure 6 Vendor Data Selection List C - Operating and Maintenance (Sheet 1 of 3)
Page 33 of 54
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Rev 4 1995


No. CODE CLASS TO
(7) (8) (2) (4) (9)
C17 ERECTION FASTENERS SUMMARY LIST - Description and size/ G14 X C01 MECH/
materials of fasteners required for installation of equipment and STRUCT.
components.
C18 INSTRUMENT SCHEDULE - List should include loop details G15 X C01 INSTR.
employing Shell data sheet formats eg. Shell Drg No. 27132 for
Temperature Instruments.
C19 INSTRUMENT DESCRIPTIONS - List of instrumentation with G16 X C01 INSTR.
functional description to be supplied on Shell standard requisition
data sheets eg. DEP 31.33.10.93 for Level Gauges.
C20 INSTRUMENT LABEL SCHEDULE - List of labels - Nameplate G17 X C01 INSTR.
formats as per Shell drawing S37.601.
C21 INSTRUMENT SET POINT SCHEDULES - Including alarm and G18 R C01 INSTR.
trip settings and desired values.
C22 SCHEDULE OF EQUIPMENT IN HAZARDOUS AREAS - G19 R C01 INSTR.
As per BS 5345.
C23 LUBRICATION SCHEDULES - Show Shell (or Esso) lubricants M02 X C01 MECH.
required, system volume, change intervals, etc.
C24 INITIAL SPARE PARTS - Initial spares required to safeguard M03 R C01 ENG.
operation of equipment during commissioning/start up and first
year of operation. See ES/002.
C25 SPARE PARTS FOR NORMAL OPERATION - Spares required M04 R C01 ENG.
to ensure operation for a 5 year period, to include parts for major
overhauls required. See ES/002.
C26 INSURANCE SPARES - Spare parts that are normally of long M05 X C01 ENG.
delivery time and needed to avoid lengthy shutdown in event of
a failure. See ES/002
C27 PURCHASER SPECIFIED SPARES - Where purchaser has M06 R C01 ENG.
indicated a specific spares requirement (in Unique Spec.) provide
itemised list showing unit prices and delivery times.
C28 OPERATING FLUID OR MATERIAL CONSUMPTION M07 X C01 ENG.
Designated by reference to standards and generic type, plus
manufacturer's designation; include initial charge quantity
and estimated consumption rates.
C29 LIST OF SPECIAL TOOLS M10 X C01 ENG.

Page 34 of 54
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No. CODE CLASS TO
(7) (8) (2) (4) (9)
C30 PREPARATION FOR SHIPPING WITH HANDLING AND P06 R C01 ENG.
STORAGE PROCEDURES
Vendors to propose techniques. Reference should be made to
project specifications. Indicate size of container, number off,
weight, identification of and contents; include detailed preservation
procedure detailing inspection periods, materials required etc.
To include details for shipping by sea by others where required by
Purchase Order.
C31 UNPACKING, INSTALLATION/ERECTION PROCEDURES P07 R C01 ENG.
C32 PRECOMMISSIONING/COMMISSIONING PROCEDURES P08 R C01 ENG.
C33 PROCEDURES FOR MAINTAINING EQUIPMENT INTEGRITY P13 X C01 ENG.
Procedures for 'mothballing' must be considered. If relevant,
requirements for inhibition, preservation, drainage, venting,
temporary heating, purging etc. must be defined.
C34 LIST OF PROGRAMMABLE ELECTRONIC SYSTEMS (PES) - S C01 INSTR.
To include the settings/logic recorded during the factory D01 ELECTR
acceptance tests (FAT).
C35 CERTIFIED AS-BUILT DRAWINGS - To show the as supplied D01 X C01 ENG.
arrangement/details/conditions of goods supplied to Shell Expro.
C36 FAN, DUCTING AND DAMPER DRAWINGS D30 R C01 HVAC
C37 INSTRUMENT/ELECTRICAL LOGIC DIAGRAMS D02 X C01 INSTR.
ELECTR

Page 35 of 54
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D - MATERIAL TRACEABILITY & CERTIFICATION SHEET 1 OF 4

No. CODE CLASS TO
(7) (8) (2) (4) (9)
D01 MANUFACTURING DATA - PART A R01 R ENG.
D02 MANUFACTURING DATA - PART B R01 S ENG.
D03 HYDROSTATIC OR PNEUMATIC TEST PROCEDURES P01 S D02 ENG.
D04 NON - DESTRUCTIVE TEST PROCEDURES - Procedures definingP02 see D02 MECH.
extent, method and acceptance level of all NDT in compliance with Note C STRUCT.
Purchaser requirements, for materials and formed or welded below
fabrications by visual, radiographic, ultrasonic, magnetic particle,
dye penetrant or other techniques.
D05 WELD PROCEDURE SPECIFICATIONS - Procedures defining all P03 D02 MECH.
shop, field and repair welding techniques in accordance with STRUCT.
ASME IX or A.W.S.D.I.I. Use Vendor standard forms.
Selection based on the following:
D05/1 CARBON STEEL WITHOUT POST-WELD HEAT TREATMENT - S D02 -
D05/2 CARBON STEEL WITH POST-WELD HEAT TREATMENT - R D02 -
D05/3 LOW TEMPERATURE CARBON STEELS - S D02 -
D05/4 STAINLESS STEELS - S D02 -
D05/5 PIPELINES - ALL MATERIALS - R D02 -
D05/6 'EXOTIC' MATERIALS eg. DUPLEX, NICKEL, TITANIUM - R D02 -
D05/7 SOUR SERVICE - R D02 -
D05/8 ENVIRONMENTAL eg. to initiate cracks, corrosion - R D02 -
D06 PERFORMING TESTING AND ACCEPTANCE TEST PROCEDURES P04 R D02 ENG.
Vendor procedures to illustrate compliance with specified
purchaser requirements and meets process guarantee.
D07 SURFACE CLEANING PREPARATION AND PAINTING/LINING P05 R D02 ENG.
PROCEDURES - Vendors proposed techniques, considering
requirements of project specifications.
D08 MANUFACTURING/FABRICATION PROCEDURE - Vendor P09 S D02 ENG.
procedure, defining general processes, stages and sequences of
manufacture, in compliance with Purchaser requirements.
D09 ENVIRONMENTAL TEST PROCEDURES - Procedures for test of P10 R D02 ENG.
equipment or components to demonstrate operational suitability
for the specified environmental conditions.
D10 HEAT TREATMENT PROCEDURES - Procedures shall be in P12 S D02 MECH.
accordance with applicable code/standard and/or Purchaser's
Unique specification.

C. Dependent upon weld procedures.
Figure 9 Vendor Data Selection List D - Material Traceability and Certification

(Sheet 1 of 4)
Page 36 of 54
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No. CODE CLASS TO
(7) (8) (2) (4) (9)
D11 CODE STAMP OR COMPLIANCE CERTIFICATES R02 S D01 ENG.
Certificate issued by a recognised independent testing authority X
indicating the equipment has been manufactured in accordance
with code/standard ie. U.L., PTB. BASEEFA, etc.
D12 ELECTRICAL EQUIPMENT HEAT RUN TEST RECORDS R03 S D02 ELECTR.
Show temperature rise for no-load, one-half, three-quarters,
and full-load operation.
D13 IMPULSE VOLTAGE TEST RECORDS - Records of insulation R04 S D02 ELECTR.
testing by steep voltage wave application to electrical equipment.
D14 ELECTRICAL SHORT CIRCUIT TEST RECORDS R05 S D02 ELECTR.
Test records of electrical equipment under specified short-circuit INSTR.
conditions, including earthing tests.
D15 NAMEPLATE RUBBINGS OR PHOTOGRAPHS R06 S D01 ENG.
X
D16 HYDROSTATIC OR PNEUMATIC TEST CERTIFICATES R07 S D02 MECH.
Including marked-up isometrics for pipework defining extent of test. PIPING
D17 PRESSURE/TIME CHARTS R07/1 S D02 MECH.
PIPING
D18 PERFORMANCE/ACCEPTANCE TEST REPORTS R08 R D02 ENG.
Vendor report on performance testing of his equipment, including S
overspeed tests, with copies of data, indicating that equipment
complies with Purchaser's Specification.
D19 NOISE LEVEL TEST REPORTS - In compliance with specification. R09 S D02 ENG.
D20 VIBRATION TEST REPORTS - With elec. & mech. shaft runout. R10 S D02 ENG.
D21 VESSEL/EXCHANGER CODE DATA REPORTS R11 S D02 MECH.
Use Shell form T283090B
D22 RELIABILITY OR FAILURE RATE ANALYSIS - ie. Mean Time R12 R D02 ENG.
Between Failure etc. Information to be furnished in accordance with
specification in requisition.
D23 PURCHASED INSTRUMENT CALIBRATION CERTIFICATES R13 S D02 INSTR.
D24 WELD PROCEDURE QUALIFICATION RECORDS R14 S D02 MECH.
Defining techniques and test results of all vendor-proposed welding STRUCT.
procedures in compliance with Purchaser Requirements.
Use ASME or AWS forms.


(Sheet 2 of 4)
Page 37 of 54
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No. CODE CLASS TO
(7) (8) (2) (4) (9)
D25 HARDNESS TEST RESULTS - Defining techniques and results of R15 S D02 MECH.
production hardness tests as required in Data Sheets/Unique Specs. STRUCT.
Vendor to clearly identify components tested, location and
heat-treated condition.
D26 WELDER PERFORMANCE QUALIFICATION RESULTS AND R16 S D02 MECH.
CERTIFICATES - Qualifications of all welders/welding operators STRUCT.
using approved weld procedures and by weld position in compliance
with Purchaser Requirements. Use Vendor standard form.
D27 NDT OPERATOR QUALIFICATION CERTIFICATES - To CSWIP orR17 S D02 MECH.
other Purchaser approved standards for radiographic, ultra-sonic, STRUCT.
magnetic particle and dye-penetrant examination.
D28 CERTIFICATES FOR EQUIPMENT IN HAZARDOUS AREA R18 S D01 ELECTR.
eg. BASEEFA equipment certified for use in hazardous areas by INSTR.
BASEEFA, PLB, etc. must also be accompanied by a valid licence
for the particular type of equipment.
D29 NDT TEST REPORTS - Detailed NDT reports detailing procedure R19 S D02 MECH.
used, acceptance levels, results obtained and action for radiographic, STRUCT.
ultrasonic, magnetic particles and dye-penetrant examinations.
Reports shall identify code/standard, components tested, location,
operator, date, heat treated condition and weld repairs (if applicable).
D30 MATERIAL TEST CERTIFICATES - Inspecting Authority/Certifying R20 S D02 MECH.
Authority endorsed certificates for pressure containing or structurally STRUCT.
loaded parts, to achieve full component identification. Include
chemical analyses, specification range analysis, mechanical test
results and heat treated condition as a minimum. Certificates must be
fully traceable for each part by means of serial or unique numbering
system. Certificates shall comply with criteria defined by specified
traceability requirements as defined within the requisition.
D31 HEAT TREATMENT CERTIFICATES - Certificates with endorsement R21 S D02 MECH.
by Inspecting Authority any heat treatment conducted during forming STRUCT.
or fabrication such as normalising, quenching, post-weld heat
treatment, etc. Certificates must be fully traceable for each part by
means of serial or unique numbering system.
D32 HEAT TREATMENT CHARTS R21.1 S D02 MECH.
STRUCT.


(Sheet 3 of 4)
Page 38 of 54
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No. CODE CLASS TO
(7) (8) (2) (4) (9)
D33 VESSEL FABRICATION/INSPECTION CODE COMPLIANCE R22 S D01 MECH.

STATEMENT - Statement signed by manufacturer and inspector.
Use BS 5500 form X or similar.
D34 CORROSION TEST RECORDS R23 S D02 MECH.
D35 CLEANLINESS CERTIFICATES - Certificates of degree of cleanliness R24 S D02 MECH.
upon shipment from vendor's facilities. (Note these are required
only for certain types of equipment).
D36 MATERIAL SAFETY DATA SHEETS (MSDS). R26 R D01 GENERAL
OSHA Form 20 or equivalent document. X E01
D37 WARRANTY/GUARANTEE DOCUMENT - Formal documents to R27 R D01 GENERAL
extend warranties/guarantees on vendor supplied items. S
D38 HAZARDOUS MATERIALS SHIPPING CERTIFICATES R28 S D01 GENERAL
DoT or other form required for compliance with regulations for E01
hazardous materials shipment.
D39 R29
LIFTING EQUIPMENT TEST CERTIFICATES - Required for all items- S D01 MECH.
hoists, cranes, wire rope/shackles, padeyes, etc. E01 STRUCT.
D40 TEST TYPE CERTIFICATE - Required for bulk items. R30 S D02 ENG.
D41 DIELECTRIC TEST CERTIFICATE - AC/DC pressure test and/or R31 S D02 ELECT.
'megger' test each applicable item.
D42 FUNCTIONAL TEST CERTIFICATE R32 S D02 ENG.
D43 CERTIFYING AUTHORITY 'TYPE' APPROVAL CERTIFICATES R34 S D02 ENG.
D44 TANK CALIBRATION CHARTS R35 S D02 MECH.
In accordance with IP PMM Part II Section 1 or 3
D45 WEIGHT DATA SHEET & CERTIFICATES G05 R D01 ENG.
Detailed Estimates & Final Issue of Certificates. S E01
D46 DECLARATION OF CONFORMITY - In accordance with the Supply - X D01 ENG.
of Machinery (Safety) Regulations and amendments. - E01
D47 DECLARATION OF INCORPORATION - In accordance with the - X D01 ENG.
Supply of Machinery (Safety) Regulations and amendments. - E01
D48 TECHNICAL FILE - As defined by regulations - To be retained by the- W - ENG.
'Responsible Person' in compliance with the Supply of Machinery
(Safety) Regulations and amendments.
B. Review Class:R-Review at Purchasers home office


(Sheet 4 of 4)
Page 39 of 54
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E - SHIPPING DOCUMENTS SHEET 1 OF 1

No. CODE CLASS TO
(7) (8) (2) (4) (9)
E01 SHIPPING DOCUMENT - S GENERAL
To comprise of following individual documents.
E02 VENDORS PACKING LIST - S E01 GENERAL
To identify all enclosed documents, details of equipment and loose
components and quantities and weights.
E03 PURCHASERS RELEASE NOTE - S E01 GENERAL
C30 PREPARATION FOR SHIPPING WITH HANDLING AND P06 R E01 ENG.
STORAGE PROCEDURES - To include details for shipping by sea by
others where required by Purchase Order.
C31 UNPACKING, INSTALLATION/ERECTION PROCEDURES. P06 R E01 ENG.
D16 HYDROSTATIC/PNEUMATIC TEST CERTIFICATES. R07 S E01 MECH.
To be provided with Shipping documents only for bulk items. PIPING
D30 MATERIAL TEST CERTIFICATES. R20 S E01 MECH.
1. For bulk materials: these to be provided with Shipping Documents STRUCT.
unless otherwise agreed between Shell Expro and Vendor
(eg. Supply Agreement).
2. For equipment: only to be provided with Shipping Document
where welding to be performed by the construction contractor to
install equipment (eg. weld pump base plate to module deck).
D33 VESSEL FABRICATION/INSPECTION CODE COMPLIANCE R22 S E01 MECH.
STATEMENT - Statement signed by manufacturer and inspector.
Use BS 5560 form X or similar
D36 MATERIAL SAFETY DATA SHEETS - To accompany all chemicals, R26 R E01 GENERAL
equipment containing chemicals and equipment capable of releasing
chemicals in normal use. To provide the hazard information necessary (by
to meet the duties in the Control of Substances Hazardous to Health UESE/14)
(COSHH) Regulations SI 1994 No.3246 or as amended and shall
comply with the requirements of the Chemicals (Hazard Information
and Packaging) Regulations SI 1993 No.1796 or as amended.
D39 LIFTING EQUIPMENT TEST CERTIFICATES - Required for all items-R29 S E01 MECH.
hoists, cranes, wire rope/shackles, padeyes, etc. STRUCT.
D46 DECLARATION OF CONFORMITY - - E01 ENG.
D47 DECLARATION OF INCORPORATION - - E01 ENG.

Figure 13 Vendor Data Selection List E - Shipping Documents
Page 40 of 54
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F - DESIGN, PERFORMANCE & CHARACTERISTICS DATA SHEET 1 OF 3

No. CODE CLASS TO
(7) (8) (2) (4) (9)
F01 ACCELERATION EFFECT CALCULATIONS C01 W D02 ENG.
F02 STRESS ANALYSIS CALCULATIONS C02 W D02 ENG.
F03 STRUCTURAL STEEL CALCULATIONS C03 W D02 STRUCT.
F04 UNBALANCED FORCE CALCULATIONS C04 W D02 MECH.
F05 SYSTEM HEAD LOSS CALCULATIONS C05 W D02 PROCESS
F06 PRESSURE VESSEL CODE CALCULATIONS C06 T D02 MECH.
Pressure part and load bearing calculations and nozzle loads.
F07 TEMA TUBESHEET CALCULATIONS C07 W D02 MECH.
F08 FOUNDATION/SUPPORT CALCULATIONS C08 W D02 STRUCT.
Including baseplate or skid deflections, etc.
F09 LATERAL CRITICAL SPEED CALCULATIONS C09 W D02 MECH.
Show radial resonant frequencies to reflect critical speeds.
F10 TORSIONAL CRITICAL SPEED CALCULATIONS C10 W D02 MECH.
Show torsional resonant frequencies with calculated stresses for
imposed forces.
F11 BEARING LIFE CALCULATIONS C11 W D02 MECH.
Show minimum B-10 life with bearing ident. in accordance with
ANSI B3.15 or B3.16 for radial axial or combined loading.
F12 THRUST BEARING LOADS AND CURVES C12 W D02 MECH.
F13 UTILITIES CONSUMPTION CALCULATIONS C13 W D02 ENG.
F14 HOOP STRESS CALCULATIONS - For compressor casings C14 W D02 MECH.
F15 PROCESS CALCULATIONS - eg. Deaerator sizing C15 R D02 PROCESS
F16 HYDRAULIC CALCULATIONS C16 W D02 LOSS
For CO2 System and Sprinkler/Deluge PREVENTION
F17 EXCHANGER THERMAL RATING CALCULATIONS C17 R D02 MECH.
F18 CRANE MODE OF FAILURE CALCULATIONS C18 R D02 MECH.
F19 FLOW CALCULATIONS - Calculations for Control Valves, Relief C19 W D02 PROCESS
Valves, Bursting Disks and Orifices. INSTR.
F20 HEAT RATE AND AIR CHANGE CALCULATIONS C20 W D02 HVAC
Calculations for dissipation of radiant heat, etc.
F21 STORAGE TANK DESIGN CALCULATIONS C21 W D02 MECH.
F22 DETAIL VESSEL FABRICATION DRAWINGS D08 T D02 MECH.
F23 DETAIL TANK FABRICATION DRAWINGS D08 W D02 MECH.
F24 PIPING ISOMETRICS D17 W D02 PIPING
F25 ARRANGEMENT/DETAILS OF SUPPORT STEELWORK D25 W D02 STRUCT.
F26 ELECTRICAL RELAY CHARACTERISTICS AND RATING E01 W D02 ELECTR.
Protective data for relay co-ordination.

Figure 14 Vendor Data Selection List F - Design, Performance and Characteristics Data
(Sheet 1 of 3)
Page 41 of 54
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No. CODE CLASS TO
(7) (8) (2) (4) (9)
F27 CURRENT, POTENTIAL & POWER TRANSFORMERS CURVES E02 X D01 ELECTR.
Performance and design data and saturation curves
F28 MOTOR PERFORMANCE CURVES E03 X D01 ELECTR.
Show efficiency and power factors vs. load and speed, torque and
current vs. speed and motor heating, and safe locked rotor time
curves, all at 80% and 100% voltage, and at 80% frequency.
F29 ELECTRICAL FUSE CHARACTERISTIC CURVES E04 X D01 ELECTR.
Show time and current relationships for protective device coordination.
F30 COMBUSTION GAS TURBINE PERFORMANCE CURVES E05 X D01 MECH.
Show BHP, inlet temperature, altitude corrections and fuel
consumption. Use form DEP 31.29.70.93-Gen.
F31 CENTRIFUGAL PUMP PERFORMANCE CURVES E06 X D01 MECH.
Show head, efficiency, BHP, minimum flow and water NPSH vs.
capacity with any viscosity corrections, for specific impellor
preferred with various cuts. Use form DEP 31.29.02.93-Gen.
F32 CENTRIFUGAL FIRE PUMP PERFORMANCE CURVES E07 X D01 MECH.
Show test curve identified by pump serial no., showing head at
shut-off for rated and 150% capacities.
Use form DEP 31.29.02.93-Gen.
F33 ROTARY PUMP CURVES E08 X D01 MECH.
Show differential pressure, BHP and NPSH vs. capacity, including
viscosity corrections. Use form DEP 31.29.41.93-Gen.
F34 CENTRIFUGAL COMPRESSOR PERFORMANCE CURVES E09 X D01 MECH.
Show polytropic head, BHP and efficiency vs. capacity for rated and
maximum speeds and surge point. Use form DEP 31.29.41.93-Gen.
F35 FAN PERFORMANCE CURVES E10 X D01 HVAC
Show differential static pressure, BHP and efficiency vs. capacity
for design & maximum airside fouling cases.
F36 ENGINE PERFORMANCE CURVES E11 X D01 MECH.
Show BHP, fuel consumption vs. speed and derating parameters.
F37 GENERAL PERFORMANCE DATA E12 W D02 ENG.
Show data sufficient to verify ratings and performance defined in
the specification can be achieved.

(Sheet 2 of 3)
Page 42 of 54
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No. CODE CLASS TO
(7) (8) (2) (4) (9)
F38 SPEED / TORQUE STARTING CHARACTERISTICS E13 R D01 ELECTR.
Show required torque vs. speed from zero to rated speed. MECH.
F39 NAMEPLATE DRAWINGS D19 R D02 ENG.
Drawings detailing format of nameplates, tags etc. in accordance
with specification. Locations also to be shown.

(Sheet 3 of 3)
Page 43 of 54
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APPENDIX 4
VENDOR DOCUMENT REVIEW PROCESS

The review of Vendor documentation shall be controlled by the Purchaser to ensure that the process
is efficient and cost effective.
Included in this appendix are a Vendor Document Schedule (VDS) and a Vendor Document
Distribution Matrix (VDDM) to be used as models for the review process.
The review of any document must be objective and limited to the documents function. Questions about
a document must be resolved separately with the Vendor before a reviewed document is returned to
the Vendor as either accepted or with clearly defined comments.
Repetitive reviews of the same document by the same disciplines must be avoided. After a document
has been reviewed once by all those who have a genuine need to do so, subsequent reviews should
be limited to the requisitioning discipline who should only address the Vendors response to legitimate
comments.
All potential review parties who have a genuine need of a document are to be made aware of its
existence and offered the opportunity to review it.
The time allowed for Purchasers review and any subsequent Vendor response should be limited to
ensure control of the review process. It is recommended that ten (10) working days is sufficient for
Purchaser or Vendor.
The review process should commence no later than upon first receipt of the VDS after award of
Purchase Order. The VDS together with the VDDM should be circulated to all relevant disciplines for
both their review of the VDS and completion of the VDDM. Thereafter only those identified on the
VDDM will receive individual documents for first (and last) review. Receipt, distribution and control of
Vendor documents shall be strictly monitored, preferably by a centralised 'Vendor document controller'
within the Purchasers organisation.
Page 44 of 54
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P.O. No: TAG No:

EQUIPMENT DESCRIPTION:
Document Review Vendor Document Ref. Planned Repeat Document
Group No. Document Title Class Number Rev. Issue P.O. No. Code
Sub Seq. Date
Group No. P.O.plus
B01 001 R A2 26 FPK971-3601-001-EPA60 RR
Figure 17 Vendor Document Schedule (VDS)
Page 45/46 of 54
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P.O. No: TAG No:

EQUIPMENT DESCRIPTION:
REQUISITIONING DISCIPLINE:
Document Review First Distribution To:
Group No. Document Title Class Requisitioning Disciplines
Sub Seq. Mech Elect Inst Struc Loss Proc Ops Const Comm
Group No. Prev.
B01 001 R YES YES NO YES NO NO YES YES YES
Figure 18 Vendor Document Distribution Matrix (VDDM)
Page 47/48 of 54
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APPENDIX 5
REPEATED VENDOR DOCUMENTS

Requests for documents from the same source (Vendor) that are common to repeated and/or previous
Purchase Orders must be avoided. Repeatable documents fall into two categories:
Category RU. - Those that are unchanged between Purchase Orders.
Category RR. - Those that change to reflect additions arising from a subsequent Purchase Order but
which does not affect the information relating to a previous Purchase Order.
Category RR would apply to:
• manuals to include other sizes and/or others of the same size together with equipment tag
number (e.g. Technical Manual for actuated ball valves) or additional technical data relevant to
the new equipment.
• single sheet documents to include additional equipment tag number.
Any change to the technical content relevant to the existing equipment would constitute a breach of
the repeatability status and the document shall be treated as new.
The Vendor shall identify on the VDS submitted to Purchaser the repeat category (RU or RR) against
each relevant document together with the Shell Expro Purchase Order number and equipment tag
number.
Page 49 of 54
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APPENDIX 6
SPARE PARTS DATA

1 COMMISSIONING AND OPERATING SPARES
In addition to the details provided within the body of the Technical Manual, spare parts shall be
summarised on Shell Expro's Spare Parts list and Interchangeability Record (SPIR). Spare parts to be
clearly identified for:
• commissioning;
• start-up and first twelve months of operation;
• normal operation and scheduled maintenance activities.
2 INSURANCE SPARES
Insurance spares are parts, assemblies or complete items of equipment that are required for items not
subject to deterioration by normal use but failure of which is critical for continuous safe operation of
plant. Insurance spares are normally selected by the Purchaser or Shell Expro. Vendor shall ensure
that the technical data supplied to Purchaser contains all relevant information to enable insurance
spares to be clearly identified.
3 E-SPIR
SPIR data is compiled electronically by the Vendor on E-SPIR, a copy of which together with
instructions is available from UEOS/3611 at Shell Expro. E-SPIR replaces the SPIR form.
For Purchaser review of SPIR data Vendor shall submit the information either electronically (disc) or
by hard copy printed from E-SPIR. After Purchasers acceptance of the SPIR data, Vendor shall submit
it in electronic format (disc) to the Purchaser and include a hard copy in the Technical Manual.
Full details of SPIR data requirements and E-SPIR are provided in DEP 70.10.90.11 Spare Parts for
Initial and Normal Operations.
Page 50 of 54
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APPENDIX 7
PRESENTATION OF DOCUMENTS
1 PRESENTATION OF DOCUMENTS
1.1 Document Presentation, Format and Quality
All documents shall comply with the requirements of this Appendix unless approved otherwise in
writing by the Purchaser.
1.1.1 Organisation and Presentation
Data shall be logically organised and all contents of manuals and books properly indexed. A revision
status record shall be included on drawings and in manuals and books and revision indication shall
appear on each amended sheet. All submissions with the exception of drawings shall be in durable
loose-leaf folders in accordance with BS 5641 Recommendations for loose-leaf publications.
The front cover shall identify the contents and state as a minimum the Purchase Enquiry/Purchase
Order number, the equipment title and it's tag number and the Vendor's document number and
revision status.
1.1.2 Document Size
With the exception of drawings and certain forms, such as test certificates, all documents shall be A4
size.
For manuals and books, A3 drawings are acceptable and shall be folded to A4 size with the title
visible. If drawings larger than A3 are used they shall be folded into A4 size plastic wallets with the title
block clearly visible. Wallets only, not drawings, shall be secured in the loose-leaf folder to allow easy
removal of the enclosed drawing. Wallets shall be open at the top only.
1.1.3 Reproducibles and Prints
All reproducible drawings shall be supplied on 0.003 inches Velo Reverse Film and be supplied rolled,
not folded. Reproducibles shall be taken direct from the original. Sepia copies or copies of
reproducibles are not acceptable under any circumstances.
Prints shall be supplied with black lines on clean white paper of weight 70 grams per square metre.
Photocopies shall be good clean quality on paper of minimum weight of 80 grams per square metre
and maximum weight of 100 grams per square metre.
1.1.4 Clarity
Quality of presentation shall meet the criteria defined in BS 5536 Recommendation for Loose-leaf
Publications and ANSI/ASME Y14.2M.
Test and inspection certificates and records shall be legible including the name, signature and date of
the Vendor's and the Purchaser's appointed inspecting representatives.
1.1.5 Drawing Symbols
Unless approved otherwise by the Purchaser, British Standard BS 308 Engineering Drawing Practice.
As an option to be defined by the Purchaser in a Purchase Order the Vendor shall be instructed to
comply with the Shell Expro Manual EM/004 Drawing Office Standards and Procedures.
This option will be exercised only on equipment orders of significant value or magnitude.
1.1.6 Units
Unless approved otherwise by the Purchaser, units shall be SI units.
1.1.7 Identification
As a minimum each document shall clearly show:
• the Purchase Order number;
• the document number as identified by the VDRS;
Page 51 of 54
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• date of issue and the revision number;

• number of pages/sheets if multi-page/sheet with each page/sheet uniquely numbered;
• project name and the name of the site/platform;
• full title of the document;
• Vendor's and sub-vendor's internal order number;
• equipment/equipment package tag number;
• Vendor's internal document number.
1.1.8 Notation of Revisions
Reasons for revisions shall be shown on each document. It is not acceptable to state 'revised' without
identifying what has been changed.
1.2 Presentation and Format Requirements for Drawings
1.2.1 Scales
Scales shall be confined to the following; 1:1, 1:2, 1:5, 1:10, 1:20, 1:25, 1:331/3, 1:50, 1:100, 1:200,
1:250, 1:500.
1.2.2 Sizes
Drawing sheet sizes shall conform to the SI 'A' size with A4, A3 and A1 preferred. Where unavoidable
for practical reasons it is intended to use A0 size, the Vendor shall notify the Purchaser of that intent.
1.2.3 Lettering and Line Sizing
All drawings shall be capable of being microfilmed and subsequently enlarged to their original size
without loss of definition in accordance with BS 5536 Recommendation for Preparation of Technical
Drawings for Microfilming.
1.2.4 Title Block
Provision shall be made for the following information within the title block in the lower right hand corner
of the drawing.
• The Purchaser's purchase order and document numbers (35 digits maximum with field stops)
clearly distinguishable from Vendor information.
• The revision status.
• Signature of the Vendor's originator, checker and approver.
• Vendor's document title, number, revision status and company name.
Provision shall also be made in the left binding margin on all drawings for the Purchaser's purchase
order and document number and revision status.
Page 52 of 54
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APPENDIX 8
PREFERRED DOCUMENT FORMAT

Subject to agreement between Purchaser and Vendor the preferred format for final approved data
supplied to Shell Expro is:
• electronic format;
• microfilm;
• hard copy.
Electronic format data is primarily concerned with information intended for Shell Expro operational
purposes which would be loaded into the Electronic Documentation Management System (EDMS) and
the Drawing Management System (DMS). The Vendor documents for that purpose would comprise of
the Technical Manual and key drawings (e.g. P & IDs, GAs, Single Line Diagrams).
Page 53 of 54
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APPENDIX 9
ELECTRONIC FORMAT REQUIREMENTS

1 INTRODUCTION
Information essential to the operation of Shell Expro facilities is filed electronically in one of two
systems:
• Electronic Documentation Management System (EDMS) for text and illustrations;
• Drawing Management System (DMS) for maintained engineered drawings that are subject to
QA audit requirements.
Illustrations include simplified drawings and diagrams up to A1 size not subject to QA audit
requirements.
2 ELECTRONIC DATA IMPORT REQUIREMENTS

2.1 Illustrations
EDMS can import illustrations in the following formats:
CGM Computer Graphics Metafile;
DXF Auto-cad;
DGN Intergraph.
CGM is preferred relative to the other two.
Conversion can be made from other formats (e.g. MS-Draw. Applemac formats) but there are
conversion costs associated with them.
It is NON-PREFERRED TO import raster graphics into the system although it will accept CCITT Group
IV and TIFF.
2.2 Text
All text within EDMS is held in ISO 8879 Standard Generalised Markup Language (SGML).
This is structured according to Shell Expro Document Type Definitions (DTDs).
It is preferred that textual information be submitted for import to EDMS in SGML and conform to the
appropriate DTD.
Where SGML files cannot be provided it is possible to have a conversion made on condition that the
data is authored to current Shell Expro Publications and Cartography Services (PCS) specifications.
For conversion, all that is required is ASCII text versions of the word-processing files. There is,
however, a conversion cost associated with this.
2.3 Medium
The electronic systems employed by Shell Expro accept information on different mediums. The type of
medium can, however, create problems for the systems. Prior to accepting electronic information from
a Vendor, the Purchaser shall refer the matter to Shell Expro via UEDM/15 for advice.
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 Copyright 1995 Shell U.K. Limited. All rights reserved.

Additional registered or controlled copies can be obtained

Shell U.K. Exploration and Production

Document Number : ES/002

is appointed Author of this document and

1.2 Contents of Manufacturing Data Part A 21

DMS Drawing Management System.

1.3.2 Shell Expro Standards

2 PART A - PURCHASER RESPONSIBILITIES (COMPRISING OF SECTION 2 AND 3) –

• efficient and positive review of documentation.

4 PART B - VENDOR RESPONSIBILITIES (COMPRISING OF SECTION 4, 5 AND 6) –

5 VENDOR DOCUMENT REQUIREMENTS FOR EQUIPMENT AND EQUIPMENT PACKAGES

6 VENDOR DOCUMENT REQUIREMENTS FOR BULK PURCHASE MATERIALS

• Vendor's packing list.

PURCHASER COMMON VENDOR

ES/002 PART A ES/002 PART B

PURCHASER RESPONSIBILITY VENDOR RESPONSIBILITY

ACHIEVES FOR SHELL EXPRO:

Figure 1 Overview of ES/002

All procured items of relevant machinery are to be supplied with EC declaration

Figure 2 Complying with UK Supply of Machinery (Safety) Regulations

A4 As-Built and Performance Data:

• Vessel/exchanger code data reports;

TECHNICAL MANUAL REQUIREMENTS

3 CONTENTS OF TECHNICAL MANUALS

3.2 Category: Purpose and Planning Information

VENDOR DOCUMENT REQUIREMENTS SCHEDULE (VDRS)

A01 VENDOR DOCUMENT SCHEDULE R R C01 TECHNICAL MANUAL R b

(6) B - INTERFACE INFORMATION

REVIEW CLASS: (1) (2) FINAL DOCUMENTATION 'PACKAGES' TO

BY PURCHASERS INSPECTOR D02 - MANUFACTURING DATA PART B APPROVAL

Figure 3 Vendor Document Requirement Schedule (VDRS) (Model)

VENDOR DATA SELECTION LIST

A - CONTROL DOCUMENTS SHEET 1 OF 1

B. Review Class:R - Review at Purchasers home office

Figure 4 Vendor Data Selection List A - Control Documents

VENDOR DATA SELECTION LIST

B - INTERFACE INFORMATION SHEET 1 OF 1

B. Review Class:R - Review at Purchasers home office

Figure 5 Vendor Data Selection List B - Interface Information

VENDOR DATA SELECTION LIST

C - OPERATING & MAINTENANCE SHEET 1 OF 3

B. Review Class:R - Review at Purchasers home office

Figure 6 Vendor Data Selection List C - Operating and Maintenance (Sheet 1 of 3)

VENDOR DATA SELECTION LIST

C - OPERATING & MAINTENANCE SHEET 2 OF 3

B. Review Class:R - Review at Purchasers home office

Figure 7 Vendor Data Selection List C - Operating and Maintenance (Sheet 2 of 3)

VENDOR DATA SELECTION LIST

C - OPERATING & MAINTENANCE SHEET 3 OF 3

B. Review Class:R - Review at Purchasers home office

Figure 8 Vendor Data Selection List C - Operating and Maintenance (Sheet 3 of 3)

VENDOR DATA SELECTION LIST

D - MATERIAL TRACEABILITY & CERTIFICATION SHEET 1 OF 4

B. Review Class:R - Review at Purchasers home office

Figure 9 Vendor Data Selection List D - Material Traceability and Certification

VENDOR DATA SELECTION LIST

D - MATERIAL TRACEABILITY & CERTIFICATION SHEET 2 OF 4

B. Review Class:R - Review at Purchasers home office

Figure 10 Vendor Data Selection List D - Material Traceability and Certification

VENDOR DATA SELECTION LIST

D - MATERIAL TRACEABILITY & CERTIFICATION SHEET 3 OF 4

B. Review Class:R - Review at Purchasers home office