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Compressor - Specifying and Purchasing Procedure
Compressor - Specifying and Purchasing Procedure
Compressor - Specifying and Purchasing Procedure
Abstract
This section outlines a suggested procedure for specifying and purchasing compressors. The detailed sequence of steps
is applicable to both large and small projects and can be used by engineers at all experience levels. This is a general
procedure that does not address local practices or administrative and approval requirements. It may be modified for
local preferences or used as is.
Contents Page
This procedure is a guide to assist engineers in specify- 14. Conduct design coordination, and Pre-Inspection
ing and purchasing compressors. Generally, this meetings in the Vendor’s plant.
procedure applies to small as well as large projects.
15. Review rotor response reports and conduct a De-
THIS PROCEDURE DOES NOT ADDRESS LO- sign Audit meeting.
CAL ADM INISTRATIVE AND APPROVAL
REQUIREMENTS. ENGINEERS SHOULD DE- 16. Review Vendor drawings.
T ERM INE T HE SE FROM THEIR OWN
17. Coordinate a quality assurance surveillance pro-
ORGANIZATION.
gram in the Vendor’s plant (large projects only).
Although many compressor purchases are straightfor-
18. Witness mechanical and performance tests in the
ward, several aspects can be quite complex, and
Vendor’s plant.
involvement by a Company machinery specialist may be
beneficial. Consult a machinery specialist if: 19. Witness equipment shipping preparation and
•
loadout.
You are unsure of any steps.
• You need a recommended Vendor list. 2120 PROCEDURE
• A post-award design audit should be conducted. 1. List the User’s Requirements and Site
•
Conditions
Shop performance and mechanical tests are to be
witnessed. Discuss the requirements and conditions with the
party who wants you to buy the compressor (oper-
The remainder of this section provides details pertaining
ating managers, project managers, etc.). Based on
to the steps listed below, including a checklist for cen-
experience, they may have strong feelings towards
trifugal and reciprocating compressors to assist in the
one type versus another, and may want special fea-
selection and bid process. The recommended steps for
tures in the equipment train.
specifying and purchasing a compressor are listed below.
Explanations of each step follow the list. They may have additional requirements. For exam-
ple, safety and fire considerations, space limita-
1. List the user’s requirements and site conditions.
tions, environmental factors or matching existing
2. List maintenance considerations. machines could dictate the type of compressor to
buy. Finally, check with them to determine the reli-
3. List physical and chemical properties of the gas. ability of utilities available. For example, is reliable
cooling water readily available? If not, you may
4. Calculate and list the gas inlet and discharge condi- have to specify air coolers. Is there adequate elec-
tions, including sidestreams if applicable. trical capacity? Are emission controls required?
5. Select the compressor type (axial, centrifugal, 2. List Maintenance Considerations
reciprocating, or rotary).
Maintenance considerations could influence:
6. Select the driver type.
• Compressor selection
7. Complete the compressor data sheet.
• Manufacturer selected
8. Select and/or develop the purchase specification.
• The type or Vendor for auxiliaries
9. Prepare a recommended Vendor list.
For example, does maintenance stock spare parts,
10. Obtain quotations.
or do they rely on the Vendor? If the quotations
11. Evaluate quotations. were otherwise equal, this may be the deciding
factor.
12. Conduct bid clarification meetings.
The local maintenance group usually has some Refer to the Driver Manual for additional informa-
preferences. These preferences should be consid- tion. Consult a specialist if you have difficulty
ered. However, you should evaluate each to ensure selecting the driver.
a safe and cost-effective installation.
Driver selection depends on:
3. List the Physical and Chemical Properties
of the Gas a. The utility most readily available. For exam-
ple, a natural gas engine may be used in areas
This includes site ambient conditions, unusual con-
where electricity is not available.
ditions, a complete gas analysis for each compres-
sion stage, and gas analyses for alternate services.
b. Sparing considerations. In process plants, an
Be sure to list ranges if physical or chemical prop-
electric motor driven compressor is sometimes
erties vary. It is important to list trace substances in
spared by a steam turbine driven spare to ac-
the gas such as H2S because they may greatly effect
commodate a power failure.
materials selection and complexity of auxiliary sys-
tems.
c. Energy costs. Energy costs are a major factor
4. Calculate and List the Gas Inlet and in evaluation of overall compression costs.
Discharge Conditions The cheapest utility may dictate the driver
type. However, the cheapest available utility
This includes temperatures, pressures, mass flow may actually cost more when all things are
rate, etc., for inlet, sidestreams, final discharge, and considered. The driver could be less-efficient
each stage or casing. Consider turndown or part than another type. The choice depends on a
load operating conditions. The Compressor Profile net present-value economic evaluation.
Worksheet, CMP-EF-876 can be used to log results
of these calculations. Refer to Sections 100, 200, d. Local preferences. Pick the appropriate
and 300 of this manual for detailed discussions. driver for your application. Complete the
Initially, these may only be estimates of the final driver data sheet (where applicable) and ob-
operating conditions. They may need continual re- tain the appropriate specification for inclusion
finement as the order progresses through the quota- in the bid package.
tion and design phases.
7. Complete the Compressor Data Sheet
If it becomes evident that a small process design
change might save a considerable amount of The type of compressor selected dictates which
money, the change should be referred back to the data sheet to use. For example, for a heavy-duty
process designer. In some cases the process design reciprocating compressor, use the data sheet in-
can be conservative allowing a substantial savings. cluded in API 618. This material is located in the
Specifications section of this manual. (Figure
5. Select the Compressor Type 2100-1 lists the specifications, data sheets, and In-
dustry Standards included in the Compressor man-
Refer to sub-section 150 of this manual, Applica- ual.)
tion and Selection Criteria, for assistance in com-
pressor selection (axial, centrifugal, reciprocating 8. Select and/or Develop the Purchase
or rotary). Refer to Sections 200 and 300 to help Specification
confirm your choice for centrifugal and reciprocat-
ing compressors, respectively. A detailed purchase specification should be devel-
oped consistent with the complexity of the equip-
6. Select the Driver Type ment to be purchased. If the compressor type
selected falls into a category covered by the speci-
In process plant environments, electric motors are fications listed in Figure 2100-1, the task is easier.
typically preferred because of lower initial cost and If available, obtain a copy of the applicable specifi-
higher reliability. Less costly and available utilities cation without comments (see sub-section 2010,
or fuels such as steam or natural gas may dictate Specification Types and Uses). This copy can be
selection of steam turbines, internal combustion used whole, or in part by deleting sections that do
engines, or combustion gas turbines. not apply to your unique application. Make sure the
“bulleted” (•) paragraphs of your tailor-made
Reciprocating
Lube-, Seal-, and Control-Oil MS-4762 API 614 Included in API 614
* Note: A Company EG specification exists for these compressors. Call ETD Support Services (415)
842-9457 for a copy.
Fig. 2100-1 Compressor Manual Specifications, Data Sheets, and Industry Standards
specification correspond correctly to the appropri- Purchasing is responsible for the selection of bid-
ate paragraphs in the industry standard and to items ders invited to quote. This includes consideration of
on the data sheet. their commercial qualifications (financial condi-
tion, past delivery performance, etc.) and quality
If the compressor type selected is not covered by a assurance programs. However, you should recom-
model specification, a job-specific specification mend bidders for inclusion (or exclusion) when
will need to be developed. Consult a Company project, technical, quality or other considera-
machinery specialist for help if needed. The Me- tions make it advisable. In such instances, state
chanical and Electrical Systems Division, Engi- the reason for your recommendation on the requisi-
neering Technology Department or other tion form or in a separate letter.
Company engineering groups may have a speci-
fication on file for similar equipment used on a 10. Obtain Quotations
previous project.
Work through your local Purchasing Department to
9. Prepare a Recommended Vendor List obtain quotations. Discussions between engineers
and suppliers’ representatives should be limited to
This is an important step often overlooked. Extend- technical matters, except that estimated prices and
ing a bid invitation to an unacceptable bidder can deliveries may be obtained. No firm or contract
lead to significant problems. Bids should only be prices or deliveries would normally be discussed
requested from those Vendors who are both techni- except in the presence of a buyer from your Purchas-
cally and commercially qualified to supply the ing Department.
equipment. You should not invite a Vendor to quote
on your equipment unless you are prepared to ac- Make sure the Vendor fills out the rest of the Com-
cept their bid. Keep in mind this list is only a pany data sheet. Vendors often use their own data
recommendation. sheets which may be confusing or omit valuable
information. Data sheets are important documents
for both bid evaluation and as a permanent record 12. Conduct Bid Clarification Meetings
of the machine. This permanent record is very im-
portant to technical and maintenance personnel. Prior to the award of the purchase order, bid clarifi-
cation meeting(s) are necessary for almost all large
Besides filling out the data sheet, the Vendor will or critical equipment trains. The purpose of the
provide prices, delivery, and usually a list of excep- meeting is to:
tions to your specification.
• Review engineering details of what the Vendor
The equipment guarantee is usually a part of the has proposed.
specification attached to the QR. In cases where the
• Discuss all exceptions to specifications.
specification does not include a guarantee clause,
or where there is no specification, and Engineering • Obtain appropriate price adjustments to comply
does not furnish a guarantee clause, Purchasing
with specifications.
will attach a standard guarantee form.
• Discuss how the Vendor proposes to coordinate
11. Evaluate Quotations
the job if awarded.
A “committee approach” to compressor quotation
• Agree to a schedule for the Vendor’s work (in-
request review is often useful. The committee may
consist of the purchasing engineer, operating repre- cluding drawing approval).
sentative, machinery specialist, QA engineer, and • Understand the detailed experience the Vendor
others, as appropriate. The goal of the bid review is can demonstrate on similar equipment in similar
to achieve a thorough understanding of the Ven- applications.
dor’s proposal. In particular, concentrate on techni-
cal aspects such as: Generally, each equipment Vendor is invited to the engi-
neering office to clarify a proposal. Also present may be
• Materials of construction project, design engineering, purchasing, operating, in-
• Operating requirements and restrictions spection and specialist personnel with equally
responsible Vendor representatives. The meetings usu-
• Energy efficiency ally last one-half to two days, depending on the
complexity of the equipment train, the number of differ-
• Critical speeds ent services involved, etc. Use the checklists at the end of
this section as a guide to cover items in a bid clarification
• Exceptions to specifications meeting. These checklists may also serve as a guide
• Testing and inspection during bid reviews.
It’s a good idea to keep a written log of all commu- 15. Review Rotor Response Reports and Conduct
nications (written or oral) with Vendors, in case of Design Audit Meeting (complex, or critical
future disputes. trains only)
Contact with suppliers’ representatives concerning A Design Audit, usually conducted by a mechanical
equipment quotation requests or purchase orders is equipment specialist, is held in addition to Design
arranged through the Purchasing Department. Coordination meeting(s) for large or critical equip-
ment. To resolve questions more efficiently, Design
14. Conduct Design Coordination and Pre-Inspec- Audits are almost always held at each equipment
tion Meetings (complex or critical trains only) Vendor’s engineering/manufacturing facility when
all engineering is essentially complete, (i.e., rotor
Design coordination meetings ensure the Vendor’s
response reports are complete, Campbell and
factory personnel thoroughly understand specifica-
Goodman diagrams are finalized for steam tur-
tion and Company requirements. They are nor-
bines, transient and steady torsional analyses have
mally held at the responsible Vendor’s office within
been performed, and all engineering design details
four to eight weeks after placement of orders for
of bearings, seals, rotors, impellers, etc., are final-
special purpose, critical and large equipment. The
ized).
responsible Vendor should arrange for any major
equipment Sub-Vendor(s) to be present. Company To minimize changes to equipment delivery sched-
representatives should be similar to those partici- ules, hold Design Audit meetings within six to 10
pating in the bid clarification meeting. weeks after order placement. Also as an incentive
to complete engineering design in a timely manner,
Prior to this meeting, communication with the Ven-
establish specific engineering milestones with ap-
dor will have been made through their marketing
propriate payment schedules. Otherwise, Vendors
representatives. Engineering capabilities of the
may attempt to delay the timing of a Design Audit
equipment may have been misunderstood or possi-
to freeze the design, insisting that changes will
bly mis-represented.
cause delivery delays.
For some large, complicated or critical equipment
If specific areas need further clarification, advise
trains, more than one coordination meeting may be
the Vendor in advance that detailed discussions will
needed. The first coordination meeting includes a
be held at the time of the Design Audit. Therefore,
detailed line-by-line review of all data sheets for
prior to conducting a Design Audit, thoroughly re-
the equipment train, including auxiliary systems. In
view required rotor-dynamic (lateral and torsional)
addition, significant time is spent reviewing equip-
reports, Campbell and Goodman diagrams, and cal-
ment outline drawings, discussing proposed testing
culations. In cases requiring transient analyses
methods, discussing detailed inspection and quality
(such as for synchronous-motor-driven equip-
control requirements, and reviewing preliminary
ment), the entire equipment train should be closely
P&ID’s of auxiliary systems. For equipment trains
analyzed. A careful understanding of the assump-
involving critical auxiliary systems (such as API
tions made, data used, and sensitivity of results is
614 type lube- and seal-oil systems), a second coor-
strongly recommended.
dination meeting is held within approximately
eight to 16 weeks of order placement. This meeting 16. Review of Vendor Drawings
covers a detailed review of final system P&ID’s,
auxiliary equipment layout, access, etc. Remember that the equipment is not isolated; it
must be integrated into the rest of the plant or
It is usually convenient for the QA inspector to installation. Be alert to interfaces between Vendor
conduct a Pre-Inspection meeting at the time of the supplied equipment and Company supplied equip-
first (or only) Design Coordination meeting. In this ment. To avoid Vendor claims of missed delivery
meeting the inspector establishes all hold points because of slow turnaround on drawings, keep a
and observation points for both the prime and Sub- log of the drawings indicating the date received and
Vendor equipment items. date returned.
17. Coordinate a Quality Assurance Surveillance One disadvantage of a Vendor shop test is the in-
Program (complex or critical trains only) ability to simulate all field operating conditions. In
addition, shop tests are usually conducted for rela-
A quality assurance surveillance program is differ- tively short periods of time (one to six hours de-
ent (and separate) from the inspection of the equip- pending on equipment involved). This short time
ment, and can only be justified on large projects. period is sufficient only to identify major mechani-
The purpose of the program is to ensure that the cal problems.
machinery system is fabricated from the correct
materials, within the specified fits and finishes, At least two months before the start of the shop
properly assembled, balanced, piped and wired. tests, specific test agendas (procedures) should be
obtained from the equipment Vendor and carefully
Selection of the right Quality Surveillance people reviewed. All pertinent test conditions, procedures
for this job is extremely important. They must be and acceptance criteria should be reviewed for ac-
located at the Vendor’s plant to follow the job ceptability and conformance to the purchase order
through the factory, to get a good machine shipped and pertinent test codes. It is critical that all aspects
on schedule, avoiding any hang ups in the factory. of the test be mutually agreed upon in writing in the
They must be available so that no advance notice form of a final test agenda. This final test agenda
on the part of the Vendor is necessary, and produc- must be completed prior to the start of any testing
tion does not stop. They must understand mechani- program. Failure to resolve any aspects will lead to
cal equipment assembly and problem diagnosis, disagreement and conflict on the test stand.
machining and balancing, and also be capable of
writing informative, periodic status reports. A good 19. Witnessed Equipment Shipping Preparation
working relationship with the Vendor’s personnel is and Loadout
also important to avoid antagonism.
A Company representative should witness the
Chevron has had good luck using people from its preparation of the equipment for shipment to en-
refinery and chemical plant machine shops. Also, sure all spare parts, small instruments, piping open-
retired machine shop supervisors, and experienced ings, etc., are properly packaged, labeled and
consultants in machinery manufacturing and serv- protected. The physical placement of the equip-
icing have worked out well. Contact Mechanical ment on a railcar or truck should be watched to
and Electrical Systems Division (MESD) or IMI ensure it will remain safe and clean in transport.
(CUSA Mfg) for recommendations, if desired. The shipping route should be checked for large
equipment. Shipping delays can be very costly to
18. Witnessed Mechanical and Performance Tests the construction schedule on large projects.
Equipment testing, together with in-plant inspec-
tion, has proven to be one of the most effective
methods of minimizing field startup problems. A
machinery specialist generally participates in shop
performance and mechanical testing of large and
critical equipment items. Vendor shop testing is
about the only feasible method of uncovering ma-
jor operational and design problems. Primarily, the
advantage is to minimize the possibility of transfer-
ring major problems to the field, which result in
much higher costs, startup delays, unscheduled
shutdowns, and the need for costly field repairs and
retrofitting. Another advantage is the high degree
of attention the equipment gets from Vendor man-
agement, and availability to Vendor technical ex-
pertise. These advantages are lost almost entirely
when a major problem occurs in the field. Once a
piece of equipment is paid for and shipped, Vendor
interest decreases dramatically.
4. Compressor Performance
Scope_______________________________________________________________
Site Requirements _____________________________________________________
Panels ______________________________________________________________
Local Gage Boards ____________________________________________________
Instrumentation Standardization __________________________________________
Sub-Vendor List _______________________________________________________
On Stream Testing of Protective Devices ___________________________________
Thermowells _________________________________________________________
Thrust Bearing Temperature Measurement__________________________________
Outer Seal Oil Flow Temperature Measurement ______________________________
Vibration Probes Per API 670 ____________________________________________
Instrument Lagging ____________________________________________________
Surge Control Involvement ______________________________________________
Tropicalizing/Weather Protection __________________________________________
Terminal Boxes for Wiring _______________________________________________
8. Shop Tests
Hydrotests
Division Plate______________________________________________________
Pressure _________________________________________________________
Test Fluid_________________________________________________________
API Mechanical Test ___________________________________________________
ASME Performance Test ________________________________________________
Procedure ________________________________________________________
Re-number Correction_______________________________________________
Curves Before Unit Leaves Stand ______________________________________
Critical Speed Survey __________________________________________________
Seal Oil Flow and Leakage Rates _________________________________________
Internal Inspection After Test _____________________________________________
Spare Rotor Testing____________________________________________________
Rotor Response Tests __________________________________________________
Noise Level on Test ____________________________________________________
Impeller Shaker Tests __________________________________________________
“String” Tests _________________________________________________________
9. Applicable Specifications and Vendor Comments
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
13. Rod Coating Requirements
17 Indicate details of Component or assembly which do not have at least two years
satisfactory operating experience in similar service.
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
18. Rod Loads
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
20. The Exceptions to API and Chevron Specifications
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
21. Torsional Analysis
____________________________________________________________________
____________________________________________________________________
22. Motor Bearing Cantilever Design
Bearing Loading_______________________________________________________
Shaft Alternating Stress Levels ___________________________________________
Overhung Weight and Deflection __________________________________________