PURCHASERS CHECKLIST

After the estimates are made, process design has taken shape, and the funds to build the plant are authorized, it s time to buy the equipment. To the uninitiated, the task can appear quite formidable. Even to the veteran, the chore is great with a multitude of details to remember. Note, the title of the chapter is not how to, because that is left to each engineer and his client or company to decide. What will be presented here can be more nearly described as a checklist and outline to help the purchaser recall all the details and avoid as many surprises as possible. 

The following listing of data to be supplied to manufacturers when ordering motors or requesting bids is based on the requirements and recommendations of a number of representative manufacturers. This list is split into vital and desirable information and is intended as a checklist in preparing both requisitions and purchase orders. By using this list, you will give the manufacturer a clear picture of your needs for most motor applications in the oil and petrochemical industries and eliminate call-backs, requests for supplementary information, and so on. 

A checklist of items that may assist the intended purchaser... 

The second part of the book contains 4 chapters on case histories and studies relating to chemical storage, and the appendices deal with specific aspects of labeling, purchasing chemicals, microcomputing, safety equipment, flash points of solvents and a safety checklist. A revised second edition is in press. 

When specified, the purchaser s representative shall indicate compliance in accordance with the inspector s checklist (Appendix N) by initialing, dating, and submitting the completed checklist to the purchaser before shipment. 

This checklist is to be used to indicate the purchaser s specific requirements when this standard indicates that a decision is required by the purchaser. In this standard, items requiring a decision are indicated by a bullet preceding the paragraph number. 

The checklist should be used in conjunction with the data sheets (see Appendix B). In the following list, the purchaser should circle yes or no, or mark the appropriate space with an X. 

Is purchaser s inspector to submit completed inspechon checklist before shipment Yes No... 

Procedure 1. Prepare a checklist of all components and parts, including spare parts according to the purchase order and manufacturer s specifications. 2. Record the information for each actual part, component, item of auxiliary equipment, supporting facilities, and compare with the manufacturer s specifications. 3. Record any deviations to the system/equipment. 4. Prepare a deviation report including justification of acceptance and impact on the function. 5. Prepare an IQ report. 6. Submit the report to QA for review and approval. 

Freestanding What if or Purchased Equipment What if Checklist FM E FTA Checklist Level - of PHR method What if or Checklist... 

The next example is of a Pre-Startup Review or a Process Hazards Audit held on a piece of purchased processing equipment, a Haake Rheocord Torque Rheometer and Laboratory Twin-screw Extruder. The organization responsible for this extruder has a standard checklist of eleven pages of items to be considered by the technical person or persons in charge of the equipment or process, before the review is held. Copies of the completed checklist are then sent to each committee member before the meeting for review. Generally, in a review of this type, the group will convene at the location of the equipment rather than in a conference room to go over the material provided. In this case, the committee consisted of ... 

System Selection and Purchase Once a detailed system used process has been documented, it is easy to create system selection requirements. These requirements define every function of the system that is absolutely required. It is also recommended to define a list of nice-to-haves that would improve the system, but are not absolutely required. These lists are basically a checklist of functions that can be completed for the various systems under consideration. This checklist could be sent out to various vendors as a Request For Proposal (RFP) or filled out in face-to-face meetings. Regardless, it is important to ensure that the vendor understands the questions and the laboratory understands the answers. See Table 11.2 for a list of categories for selection requirements. 

State publications are listed in the Monthly Checklist of State Publications. These are usually available from one s own Department of State. State statutes must be purchased from West Publishing Company on Long Island. State Administrative Codes are obtained from your Department of State, Division of Administrative Ffrocedure, located in the state capitol. In many states, one must buy the entire code and cannot obtain individual titles, thus defeating one of the main principles of efficient information management—not to be burdened with data that is not relevant to one s operational needs. 

Organizations which have a responsibility split between engineering and procurement invariably need to use a formal interface document, the requisition, that is effectively an instruction to purchase which provides the relevant technical information. Like all forms, the requisition form is essentially a checklist, and its format conforms to the interface agreement reached in accordance with the above. 

Along with the manual, readers will be provided with access to supplementary information and tools that can be used to aid in HSE program development. This includes sample checklists, site inspection forms, programs, and Job Safety Analyses. This supplemental material is delivered electronically to those who purchase this manual through the AWWA website, or can be obtained directly by going to www.awwa.org/M3. 

For purchase information on ANSI Z308.1, visit www.safetyequipment.org/c/ stdz3081-2009.cfm. For a checklist that contains additional information on first-aid kit contents, download a free publication from Minnesota OSHA at www.dli.mn.gov/OSHA/PDF/fact firstaid.pdf. 

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