COURSE OVERVIEW:

Technical Bid Evaluation (TBE) for rotating equipment packages is a pivotal phase in the procurement lifecycle that determines the long-term reliability and operational efficiency of industrial plants. This course examines the systematic process of dissecting complex vendor proposals for pumps, compressors, and turbines to ensure they align perfectly with the project’s specific mechanical and process requirements. Participants will explore the critical transition from the initial Request for Quotation (RFQ) to the final selection, focusing on how to identify technical deviations that could compromise system integrity or increase lifecycle costs.

The scope of this training encompasses the detailed analysis of performance curves, material specifications, and compliance with international standards such as API, ASME, and ISO. We will investigate the intricacies of evaluating auxiliary systems, including lubrication skids and control panels, which are often overlooked but vital for equipment uptime. The curriculum provides a framework for normalizing bids, allowing evaluators to compare disparate technologies and vendor designs on an equivalent basis while accounting for different margins of safety and efficiency ratings.

Coverage also includes the communication strategies required to manage vendor clarifications and the negotiation of technical points without violating procurement ethics. By focusing on the mitigation of technical risks during the pre-award stage, the course empowers engineers to make data-driven decisions that prevent costly field modifications. Through this rigorous study, attendants will gain the expertise necessary to lead a multidisciplinary TBE team, ensuring that the selected rotating equipment package meets all performance guarantees and regulatory mandates.

COURSE OBJECTIVES:

After completion of this course, the participants will be able to:

1.  Develop a comprehensive Technical Bid Evaluation criteria checklist for various rotating assets.

2.  Interpret complex vendor performance curves for centrifugal and reciprocating machinery.

3.  Validate vendor compliance with API 610, API 617, and API 618 industry standards.

4.  Identify and assess the impact of technical deviations and exceptions raised by bidders.

5.  Perform power consumption and efficiency normalization across different equipment offerings.

6.  Evaluate the suitability of proposed metallurgy for specific process fluid characteristics.

7.  Review the adequacy of lubrication, sealing, and cooling auxiliary system designs.

8.  Assess the footprint and structural requirements of proposed equipment packages.

9.  Conduct a thorough review of vendor-supplied Quality Plan and Inspection Test Plans.

10.  Analyze the reliability and maintainability features of competing equipment designs.

11.  Manage the technical clarification process through formal questionnaires and meetings.

12.  Formulate a final technical recommendation report for the commercial procurement team.

13.  Verify the completeness of the vendor’s scope of supply, including special tools and spares.

TARGET AUDIENCE:

This course is designed for Procurement Engineers, Rotating Equipment Engineers, Mechanical Engineers, Project Managers, and Technical Buyers involved in the selection of industrial machinery.

TRAINING COURSE METHODOLOGY:

A highly interactive combination of lectures, discussion sessions, and case studies will be employed to maximise the transfer of information, knowledge, and experience. The course will be intensive, practical, and highly interactive. The sessions will start by raising the most relevant questions and motivating everybody to find the right answers. The attendants will also be encouraged to raise more of their questions and to share in developing the right answers using their analysis and experience. There will also be some indoor experiential activities to enhance the learning experience. Course material will be provided in PowerPoint, with necessary animations, learning videos, and general discussions.

The course participants shall be evaluated before, during, and at the end of the course.

COURSE CERTIFICATE:

National Consultant Centre for Training LLC (NCC) will issue an Attendance Certificate to all participants completing a minimum of 80% of the total attendance time requirement.