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IMG SUR DE CONTRAC No.

4600007306
TEXAS-
TUXPAN Doc Type 02 Discipline SC
PIPELINE Pgina
date 21-Jun-2017 Rev. A
PROJECT 1 de 31

TITLE: PROCUREMENT PLAN

DOCUMENT N: SDTT-SC-PF-02-001

A IFR 21-Jun-2017 Issued for review F.SANCHEZ G.CHACON G.RATTI

Rev. Status Date Revision memo Issued by Checked by Approved by


Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 2 de 31

REVISION DESCRIPTION SHEET


Rev. Para. Revision Description
A Issued for review

Hold Para. Description of Hold


Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 3 de 31

CONTENT

1. SCOPE .................................................................................................................... 5

2. REFERENCE .......................................................................................................... 5

3. DEFINITIONS .......................................................................................................... 5
3.1. MAIN DEFINITIONS .............................................................................................. 5
3.2. PROJECT AND CORPORATE ORGANIZATION ACRONYMS ............................ 5
3.3. REPORTING ACRONYMS .................................................................................... 6
3.4. OTHER DOCUMENTS ACRONYMS ..................................................................... 6

4. RESPONSABILITIES .............................................................................................. 6
4.1. General ................................................................................................................. 6
4.2. Preference for IMG Vendors and Carriers....................................................... 7

5. PROJECT PROCUREMENT ORGANIZATION ....................................................... 7


5.1. PROJECT PROCUREMENT MANAGER (PPM) ................................................... 7
5.2. BUYER (BUY) ....................................................................................................... 8
5.3. EXPEDITING / INSPECTION COORDINATOR (EIC)............................................ 9

6. PROCUREMENT PROCEDURE............................................................................ 10
6.1. MATERIAL REQUIREMENT IDENTIFICATION .................................................. 10
6.2. MATERIAL REQUISITIONS ................................................................................ 11
6.3. VENDOR SOURCES, QUALIFICATION AND QUOTATION REQUEST............. 11
6.4. REQUEST FOR QUOTATION............................................................................. 14
6.5. SUBMITTALS FOR IMGS REVIEW AND COMMENTS .................................. 14
6.6. PRIORITY LISTING AND LONG LEAD ITEMS................................................... 13
6.7. GENERAL PURCHASING TERMS AND CONDITIONS ..................................... 13
6.8. PURCHASE ORDERS......................................................................................... 14
6.9. EXPEDITING ....................................................................................................... 14
6.10. SHOP TEST ........................................................................................................ 15
6.11. PACKING ............................................................................................................ 15
6.12. SHIPPING AND INVOICING................................................................................ 16
6.13. RECEIVING ......................................................................................................... 16
6.14. MATERIAL PROCUREMENT STATUS .............................................................. 17
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 4 de 31

6.15. PROJECT CORRESPONDENCE........................................................................ 17

7. POST-ORDER ACTIVITIES ................................................................................... 17


7.1. TECHNICAL FOLLOW-UP.................................................................................. 18
7.2. PURCHASE ORDER FOLLOW-UP: EXPEDITING AND INSPECTION
ACTIVITIES ......................................................................................................... 18
7.2.1. EXPEDITING ACTIVITIES ............................................................................ 19
7.2.2. INSPECTION ACTIVITIES ............................................................................ 19

8. SITE MATERIAL RECEIPT ................................................................................... 20


8.1. PROJECT MATERIAL RECEIPT PROCESS ...................................................... 20
8.1.1. CHECK OF MATERIAL RECEIVED.............................................................. 20
8.1.2. PHYSICAL AND SYSTEM RECEIVED ......................................................... 22
8.1.3. PURCHASE ORDER OF PROJECT MATERIAL ISSUED FROM SITE ........ 22
8.2. CONSUMABLES AND CONSTRUCTION MATERIAL........................................ 23
8.2.1. CHECK OF MATERIAL RECEIVED.............................................................. 23
8.2.2. PHYSICAL AND SYSTEM RECEIVED ......................................................... 23

9. ATTACHMENTS .................................................................................................... 24

10 APPENDICES 24
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 5 de 31

1. SCOPE

This Plan describes and outlines the Procurement and Control Procedure for BONATTI SPA
(BONATTI) supplied materials/services in order to ensure that the materials/services are procured
in accordance with the SUR DE TEXAS-TUXPAN PIPELINE PROJECT specifications and
requirements, under CONTRACT No. 4600007306, Main objective of activities described in this
document is to meet BNTT and IMG, relevant policies, and specific project objectives, regarding
Quality and Scope of Work/Supply, for such activities.

2. REFERENCES

Contract No. 4600007306 Schedule B-3 Pipeline Scope of work


Contract No. 4600007306 Schedule B-4 Meter Station Scope of Work.
Contract No. 4600007306 Schedule B-8 Vendor List.
Contract No. 4600007306 Schedule B-9 Pressure Control Station Scope of Work.
Contract No. 4600007306 Schedule F-2 Organization Chart
Contract No. 4600007306 Schedule G Company Supplied Equipment And Materials
Contract No. 4600007306 Schedule H Specifications, Procedures and Drawings.
Contract No. 4600007306 Schedule O-2 Exhibit-5 Quality Management System And Project Quality
Plan (PQP) Requirements.
SDTT-QA-PF-02-001 Project Execution Plan.
SDTT-QA-PF-02-002 Project Quality Plan.
SDTT-QA-PF-02-003 Quality Plan For Subcontractors.
SDTT-QA-PF-03-006 Material Inspection And Control Procedure.

3. DEFINITIONS

3.1 MAIN DEFINITIONS

COMPANY: Infraestructura Marina Del Golfo


CONTRACTOR: Bonatti S.P.A. Mexican Branch
GOODS: Any kind of material, equipment or service purchased.
PROJECT: Sur De Texas-Tuxpan Pipeline Project
VENDOR: Company to whom a Purchase Order is placed for the supply of goods for the Project.
KBS: Knowledge Base System

3.2 PROJECT AND CORPORATE ORGANIZATION ACRONYMS

BUY: Project Buyer


HSEC Safety and Environmental Management Representative
ISP: Inspector
LOG: Site Logistic
PCT: Project Control Team
PEM: Project Engineering Manager
PET: Project Engineering Team
PM: Project Manager
PPM: Project Procurement Manager
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 6 de 31

IRN: Inspection Release Note


STN: Shop Test Notification
PPT: Project Procurement Team
PSL: Project Specialist leader (PSL are from Jacobs)
QAC: Project Quality Assurance and Control Manager
SCM: Site Construction Manager
SCS: Site Construction Superintendent
SMC: Site Material Controller

3.3 REPORTING ACRONYMS

DSMRR: Daily Site Material Receipt Report


ISR: Inquiry Status Report
PCR: Procurement Control Report
PSR: Procurement Status Report
SSR: Shipping Status Report

3.4 OTHER DOCUMENTS ACRONYMS

BOQ: Bill Of Quantities


CBE: Commercial Bid Evaluation
LOI: Letter Of Intent
MIV: Material Issue Voucher
MR: Material Requisition
MTO: Material Take-off
PO: Purchase Order
POR: Purchase Order Revision
RdA: Request for Purchasing
RfQ: Request For Quotation
TBE: Technical Bid Evaluation

4. RESPONSABILITIES

4.1 General

BONATTI ENGINEERING prepares a list of estimated material and equipment required for the
project.

BONATTI ENGINEERING compiles the necessary Material Requisitions in accordance with


Specifications, Procedures and Drawings provided by IMG, CFE IBT requirements and Mexican Norms
as per contractual obligation.

BONATTI ENGINEERING liaises with BONATTI QA/QC to provide BONATTI PROCUREMENT all the
necessary Material Requisitions along with the technical requirements and specifications, required
acceptance test (FAT and SAT as proceed) based on Contract documents and packing/shipping
recommendations.
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 7 de 31

4.2 Preference for IMG Vendors and Carriers

BONATTI PROCUREMENT is responsible for soliciting the up-to-date product required, preferred from
the list of qualified VENDORS provided by IMG per work mentioned in the Subcontractor list.(Sch B8
as per contract).
BONATTI PROCUREMENT will be entitled to use vendors already approved by Transcanada in
previous projects performed in Mexico in the last 3 years.

5. PROJECT PROCUREMENT ORGANIZATION

The PPT is responsible of the all the activities described in the above paragraphs 3 and 4. The PPT
is headed by the PPM who will remain with the Project Team for the total duration of the PROJECT.

5.1 Project Procurement Manager (ppm)

The PPM is the owner of the overall Procurement process, heads the relevant PPT and assures all
PROJECTs Procurement targets. The PPM, supported by other services when required, shall manage
and co-ordinate the following activities:

managing the procurement activities in accordance with the Project requirements, ensuring
safe, accurate, traceable purchasing, shipment and storage of materials and equipment
through to project end.

Interfacing with the PCT to monitor the progress of procurement activities, highlighting
priorities and improving the information flow

Interfacing with CONTRACTOR Logistic department regarding shipments and customs


control issues and participating in feasibility studies and planning reviews to ensure satisfactory
timing and sequencing of materials delivery plan in accordance with the specific packages
execution schedules.

Coordinate expediting activities and collect the relevant information on materials delivery
status and initiating any action required to mitigate risk of delay on materials delivery plans.

monitoring the manufacturing activities performed by VENDOR ensuring compliance with


project engineering Company policies and project specifications requirements.

providing timely information to the Project Team on the status of purchasing, manufacturing
and delivery of materials.

Monitoring, against the project activities schedule, the performance of all parties involved in
the procurement process identifying risks and acting as a focal point for potential problems
affecting the orderly acquisition and delivery of materials.

Ensuring the deployment of procurement CONTRACTOR practices according to the


applicable Company policies and procedures.
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 8 de 31

Ensure that VENDOR invoices reflects the contract agreement and authorize administration
department to proceed with invoice registration.

Support contract administrator in the evaluation and the negotiation of the change orders
that came from vendor and the penalty clauses.

Manage budget related to Expediting and Inspection Activities assigned to third parties.

5.2 Buyer (buy)

The Buyer reports to the PPM. He is responsible of the purchasing activities, from the enquiry issue
to the PO placement.

Select the Bidder list considering the PROJECT Vendor List and VENDORs evaluated during
the Market Researches.

Prepare project specific Terms & Conditions of Purchase, according with Project needs and
in compliance with Company policies, in consultation with the contract management
department.

Handle VENDOR commercial queries during bidding period and expediting submission of
bids and quotations. Update the reporting tools as described in the following sections.

Issue the RfQ to the bidders to procure goods or services in compliance with the procurement
procedures. Solicit bids from bidders; coordinate with the PSL to clarify pre-bid queries from
bidders.

Prepare the preliminary economical/commercial evaluation and short-listing (in conjunction


with PSL)

Conduct the commercial negotiation.

Prepare the final commercial tabulation indicating the preferred vendor based on cost,
delivery terms and purchase conditions.

once received approval from the PM, issue the PO

Support in solving all post-order commercial issues with vendors, mediate disputes
resolutions for back orders.

5.3 Expediting / Inspection coordinator (eic)

Coordinator of Expediting and Inspection activities is the responsible for the post-order activities
from the PO issue until to the delivery ex-Work. He reports to the PPM.

Regarding Expediting activities, the main duties of EIC, are as follow:


Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 9 de 31

Preparation of a detailed Expediting Plan, in accordance with PPM

Attendance at Kick off/pre-production Meetings with VENDOR in purchase orders were


BNTT and IMG agree that the meetings are required.

Assures the receiving of VENDORs documentation

Collect periodic reports from the VENDOR that includes:

For Bulk Material, a synthetic description of the production status (ex. Raw Material,
Assembly, Ready for Hydro test) and a final delivery date.
O for Itemized Material, the production schedule and the procurement plan of the Sub-orders

Expediting of the all Equipment and Materials from the Home Office (desk expediting)

Assistance of CONTRACTOR Logistic Department in the preparation of Shipping and


preparation of transport Plans,

Coordination with PPM, PET, CONTRACTOR Logistic department as required

EIC can require support from Expediting Activities, requiring intervention of external
Expeditors to comply with specific tasks. In this cases, EIC will directly contact the Agency
choosing from the ones with a Frame Agreement in Place, organize the visit, provide the
external expeditor with all the documentation required and collect the final report of the visit
on KBS System.

Regarding Inspection Activities, EIC is responsible for their organization in accordance with
the Inspection Test Plan defined by PET. And IMG material inspection group His main
duties are:

Ensure that ITP are issued and approved on time, in order to proper organize Inspection
Activities. All ITPs must clearly state the participation of all entities involved in the PO, as a
minimum supplier BNTT and IMG.

Transmit Vendor notifications to IMG, materials inspection group as required by IMG,


participation included in ITP.

Ensure that VENDOR issue the notification for inspection on time and with the proper format

Organize the presence of qualified Inspector for the specific task interacting with the
Coordinator of the Agency (Frame Agreements with agencies are set up by Corporate
Quality Manager); EIC is supported by QA/QC for the evaluation of the Inspector CV.

Provide the Inspectors with all the documentation required for the task.

Create the Inspection in the KBS system; the closure of the inspection in KBS, the loading of
Inspection Reports and Release Note in KBS are in charge of the QA/QC that receives the Reports,
evaluate and approve them.
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 10 de 31

6. PROCUREMENT PROCEDURE

6.1 Material Requirement Identification

BONATTI ENGINEERING shall identify and prepare a list of all the material and equipment required
as per the Contract SOW.
This list shall contain the following information as minimum:
- Item Description.
- Item number and tag number
- IMG Vendor/Manufacturer list
- Location of use
- Quantity
- Engineering Specifications or Standards references
- Material Specifications
- International codes / standards
- Recommendation for startup, commissioning and capital spare parts
- Inspection & Testing requirements
- Inspection level
- Incidental or site services required if any.
Once BNTT, Engineering completes this list it will be transmitted to IMG for review.

BONATTI PROCUREMENT shall use the IMG Subcontractor List as the master guideline for procure
all items as indicated by BONATTI ENGINEERING.

6.2 Material Requisition

The Material Requisition (MR) is the document that technically defines the material to be supplied, in
terms of quantities, characteristics and quality to be attached to bid inquiries and orders.

The MR lists all the documents applicable for the project, related to the specified
Material/Equipment, requested from the Vendor during the project execution in quantity and format
like: Preliminary Drawing, Certificate, Inspection and Test requirements, Final Technical
Documentation and Manufacturer Data Book.

The issue, reviewing and distribution of the MR shall be secured by BONATTI ENGINEERING.

The MR approved and authorized by the Project Engineer and Project Manager, shall be automatically
transferred from the technical to the procurement.

Meanwhile BONATTI ENGINEERING shall forward the MR (hard copy plus all the attachments) to
BONATTI PROCUREMENT. Thus, Procurement Manager shall be enabling to prepare the Request
for Quotation.
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 11 de 31

6.3 Vendor Sources, Qualification and Quotation Request.

BONATTI PROCUREMENT shall select VENDORS from the IMG Subcontractor List and provide
IMG information of proposed subcontractors to perform any work included or not in the list.

In case that BONATTI requires to subcontract a VENDOR not included in IMG Subcontractor List AND
IMG WILL ACCEPT BNTT TO PRE-QUALIFY THE VENDOR, BONATTI shall firstly evaluate
VENDORS (PREQUALIFICATION OF SUBCONTRACTOR), and a dedicate dossier for each
VENDOR shall be submitted to IMG for approval.

Prequalification of VENDORS and approval requested to IMG shall follow steps below.

1. VENDOR under evaluation shall submit a dedicate dossier to BONATTI showing its
capabilities to execute the required service according to the Project Quality Plan.

2. Dedicate Dossier shall include as a minimum the following update documents:

General information
Project Experience
Management Control
Construction equipment and facilities
QA & QC Organization
Interferences during construction / commissioning where applicable
HSE
Waste Management system in accordance to Mexican regulations
Final Information

3. A dedicated procedure will be issued in order to establish the flow of submission for "One
Time Approval" of vendors not listed in IMG Vendor List.

4. BONATTI PROCUREMENT shall issue an approval or reject report.


5. When report is satisfactory, then a resume of VENDOR qualification shall be submitted to
IMG for its approval.
6. BONATTI shall provide all information requested by IMG to accomplish the VENDOR
Qualification.
7. BONATTI shall inform VENDORS/SUBCONTRACTORS about Bonatti QMS, including
applicable Procedures ITPs and Quality Project Requirements. This information will be
provided along with the PO/Subcontract or through Bonatti DCC.

It shall be the responsibility of BONATTI PROCUREMENT to ensure satisfactory technical, commercial


and delivery capabilities of all VENDORS prior to place any Purchase Order.
BONATTI PROCUREMENT liaises with BONATTI ENGINEERING to give special emphasis to
ensure that all materials purchased from VENDORS meet all project standards and specifications.
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 12 de 31

6.4. Requests For Quotation (rfq)

BONATTI shall initiate Request for Quotation for required material / equipment, in which it includes
the complete description of the material / equipment, and contain the Material Requisition, wherein are
mentioned the applicable technical standards, project specification reference, project drawings
reference, quantity, delivery time & point and method of packing, method of shipment, QA
requirements, inspection requirements and number of copies of operating and maintenance
manuals required and all other Non-material requirements and also method of packing, method of
shipment and General Purchasing Terms and Conditions.
BONATTI PROCUREMENT shall attach to each Purchase Order, the Material Requisition. BONATTI
PROCUREMENT shall ensure to insert a Pass-Thru Warranty Statement in the General Purchasing
Terms and Conditions according to GC 33. Both, IMG and BONATTI must be identified as the
beneficiary of warranties that apply to the Contract.

6.5. Submittals for IMGs review and Comments

BONATTI PROCUREMENT once receive offers from VENDORS, through BONATTI ENGINEERING
verifies technical review/approval of required material / equipment items. All documents transmitted to
IMG shall be stamped by BNTT as a proof of the review and showing its status (Approved, Approved
with comments, Rejected, etc.). An example of the stamp to be used can be seen in attachment
No.3 SDTT-QA-PF-03-003 (Document Control Procedure)

As per CONTRACT, before placing any PO, BNTT will send it unpriced to IMG along with all technical
package related for review and comments. In case of comments, VENDORS shall revise their technical
offers to comply with IMG requirements. If IMG have no objection will confirm it to BNTT in a maximum
time frame of 10 working days, and only after this BNTT will be placing the PO to the VENDOR.

6.6. Priority Listing and Long Lead Items

The master procurement list prepared by IMG shall be reviewed by BONATTI to establish the priority
listing as per the schedules. BONATTI PROCUREMENT identifies the long lead items from the master
list and compares dates of deliver in each bid with the corresponding Project Master Schedule dates.

Critical dates of each bid shall be assessed in conjunction by the Project Manager, Procurement
Manager and Expediting Coordinator to evaluate its impact on construction progress.

BONATTI PROCUREMENT liaises with each VENDOR to issue a detailed schedule of production
showing the sequence of activities leading the delivery date.

VENDORS must be required to meet the production schedule to comply the requested delivery
conditions.
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 13 de 31

6.7 General Purchasing Terms & Conditions

The General Purchasing Terms and Conditions shall be attached to The Request for Quotation and
then to Purchase Orders. They shall define the general contractual clauses applicable to a project.

General Purchasing Terms and Conditions include the following main items:

- Letter of acceptance of the order / order signed


- Correspondence and documentation
- Spare parts
- Scheduling
- Inspection and testing
- Final Technical Documentation
- Protection, packing and marking
- Shipment and invoicing
- Guarantees and liabilities
- Use of patents
- Delivery and liquidated damages
- Force Majeure
- Commercial Conditions
- Service at site (for erection, pre-commissioning, commissioning and start-up)
- Secrecy
- Privacy
- Right of recession
- Notice of goods ready and acceptance testing
- Applicable law

The General Purchasing Terms and Conditions for the project shall be issued by BONATTI
PROCUREMENT.

6.8 Purchase Orders

BONATTI PROCUREMENT issues The Purchase Order (PO). PO defines services or product
requirements, quality requirements, applicable procedures and process, equipment and personal
qualifications in sufficient detail to ensure the service or product meets the SOW requirements.

Each Purchase Order shall include:


BONATTI P.O. No.
Complete description of the material.
Material Requisition
General Purchasing Terms and Conditions
Inspection requirements
Start-up and operating spare parts list.
Spare parts data requirements.
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 14 de 31

A requirement for Spanish & English language for all information submitted.
A requirement for special tools (if applicable).

BONATTI shall expedite all purchase orders, revisions and amendments (including vendors
quotations, engineering design calculations, drawings, spare parts data, installation, operating and
maintenance instructions, other Non-material requirements, invoices, etc.) after BONATTI
PROCUREMENT places any purchase order.
BONATTI shall verify with VENDORS before placement of an order that their deliveries meet the
required delivery project schedule. BONATTI shall maintain control of delivery dates established for
the project.

6.9 Expediting

BONATTI PROCUREMENT shall ensure that VENDORS have received the PO and they must
return the PO accepted.

VENDORS shall provide a schedule of material or equipment manufacturing. BONATTI shall track
the schedule provided for them visiting the manufacturer to verify the progress of production of material
and equipment.

It must be mentioned in the General Purchasing Terms and Conditions that Inspectors and / or
Expeditors of IMG and / or those appointed by IMG shall have free access to BONATTIs and its
VENDORs offices and works.
BONATTI shall analyze potential problems at each stage of manufacturing process and VENDORS
Will provide corrective actions.
BONATTI shall prepare and forward at regular intervals to IMG an up to date status report of
VENDORS with the Procurement Status Report (PSR).
BONATTI shall ensure that all VENDORS meet the applicable Quality Assurance requirements of
IMG and BONATTIs Quality Assurance and Quality Control Procedures.
BONATTI shall ensure that the activities included in the inspection and test plan are notified, when
required, completed and documented by the vendor.
BONATTI shall follow up fabrication activities and the fabrications records creation through the
inspections visit to the scheduled as per applicable inspection and test plan.

BONATTI ENGINEERING shall expedite the issue, review and approval of all Non-material
requirements received from VENDORS. This includes, but is not limited to, design calculation,
drawings, parts data, special tools (if any), Manuals, and other data generated by VENDORS requiring
approval by BONATTI.
BONATTI shall expedite VENDORS for the submittal of Spare Part Data Package documents
(SPDP), for transmittal to IMG for approval and cataloging.
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: 1 Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 15 de 31

6.10 Shop Test

VENDORS shall perform all shop tests (when if applicable) for the equipment, in accordance with
inspection requirements.

VENDORS shall submit include the purchase order inspection and test plan, all control stages and test
to be performed including as minimum test required by IMG specifications. BNTT and IMG must
approve this plan and identify their participation in witnessing the testing.
VENDORS shall inform BONATTI, in writing, the dates on which the tests/checks will be executed.
BONATTI shall notify IMG also in writing.
Any waiver of witnessing the tests and / or checks shall be notified by BONATTI to IMG in writing
only.
After each tests/check, VENDORS shall provide the test documents to BONATTI QA/QC who shall
send all relevant documentations to IMG.
No material shall be released for shipment without Inspection Release Note from BONATTI QA/QC.

6.11 Packing

BONATTI and / or VENDORS shall ensure that the packing shall be capable of withstanding all hazards
normally encountered during transportation including loading and unloading activity; furthermore it
should protect goods from weather conditions.
Spare parts shall be packed separately from the equipment which they are referred to.
The packing list (not made on Letter headed paper) shall bear:
- BONATTIs Purchase Order reference
- Gross, net weights and dimensions for each package
- Line Item & Description of goods as per P.O.

The packing list shall indicate the phrase The goods represented by this packing list are for the
Exclusive use of IMG in company and enterprise operations in United States of Mexico.
The copy of packing list shall be attached to each package in a weather tight envelope.

6.12 Shipping and Invoicing

In case the delivery point in the Purchase Order is Ex-work or Free on Board (FOB), BONATTI shall
be responsible for shipping the material from the country of origin to the project, in accordance to
BONATTIs shipping and invoicing instructions as attached to the Purchase Order. This includes, but
not limited to ocean freight, airfreight, export packing, insurance (if any), exportation licenses,
authorization and all associated documentations required.
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 16 de 31

In case that the delivery point in the Purchase Order is CIF or Delivery Duty Paid (DDP), VENDORS
will be responsible for the above mentioned duty.
The shipping documents shall include, but not limited to, the following:
A) Invoices: Made on letter-headed paper, and shall bear the BONATTIs Purchase Order
reference, final destination of goods and description of goods as per Purchase Order.
B) Packing list: In accordance with section 6.11 above.
- Consignee
- BONATTIs Purchase Order reference
- Description of materials, type of packages and total gross net weight
- Item and tag number
- The full name and address of the manufacturer
- Shall indicated the phrase:
The goods represented by this certificate or origin are for the exclusive use of the
IMG in company and enterprises operations in United States of Mexico.
C) Packing, Marking: Each package shall be well marked visibly on three sides, minimum.

6.13 Receiving

BONATTI shall be responsible for clearing the material through United States of Mexico Customs,
offloading, inspection on receipt, delivery to the Site. BONATTI shall inform IMG the status of receiving
material.

BONATTI will prepare a report listing items received and its condition. Each report then goes to
BONATTI QA/QC manager and IMG Site Representative for their approval / comments.

6.14 Materials Procurement Status

To ensure delivery of materials shall be at site during the scheduled needed on its respective activity
use, BONATTI closely monitors Procurement Status.

BONATTI shall issue a Materials Status report monthly, or as otherwise requested, reporting on the
status of each requisition and order. The report shall identify and track the procurement of all materials.

For all purchases the report shall include information on at least the following:

Quotation/requisition number and date issued for bid /closing date


Contractor Order number and date placed
Vendor of manufacture
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 17 de 31

Inspection Level
Brief description
Delivery date for equipment/materials
Receipt Date
Receiving Inspection Results
Preservation Requirements, Manuals, etc.

6.15 Project Correspondence

All correspondence, specifications, drawings, data on spare parts and special tools, or other papers
pertaining to BONATTI PROCUREMENT shall bear the following references:

Name of FACILITIES and location


Symbol or code of FACILITIES
Equipment plant tag numbers, if any
IMG Contract number
Quotation request or purchase order number
Corresponding PO number - XXX

7 POST-ORDER ACTIVITIES

The post-order operating activities includes the following phases:

a) PO follow-up:

Technical Follow-Up on documentation

Expediting, consisting in follow-up of manufacturing and delivery process

Inspection, including the intermediate controls defined and final release of the GOODS and
the related documentation

b) Shipping GOODS

c) Complete Clearance activity and delivery GOODS to Site

d) Interface with site material management team.

Check and distribution of the overall reporting of order status (PSR) is in charge of PPM.

Once goods are delivered at site they are unloaded, checked and accepted. Then, material receipt
is entered in the system and vendor invoice can be registered, and paid.
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 18 de 31

7.1 Technical Follow-up

Once PO is awarded, VENDOR starts with his activities; all the follow-up of the technical
documentation is in Charge to the PSL that is involved in evaluation, verification, correction and
approval of VENDOR documents in order to guarantee the compliance with project specification and
requirements.

Technical documents includes but are not limited to drawings, data sheet, ITP, Master Data Book. PSL

is also in charge of directly dealing with the VENDOR in case of changes on the Scope of
Work, caused by revision of the specification, customer request, changes in project design. If the
Changes can produce extra, VENDOR shall ask for preliminary approval before to apply the change
itself.

PSL is in charge to collect final vendor document and send them to PEM that is in charge to the loading
into the KBS System.

7.2 Purchase Order Follow-up: Expediting and Inspection Activities

After PO issuing PPM, supported by his team, is responsible the respect of the agreed delivery time; PPT
is directly in charge of expediting activities, and act as main contact point between the VENDOR and the
different department of Project Organization, especially in case of issues.

Follows are examples of activities related to the purchase order Follow-up:

Facilitate communication between VENDOR and PET in order to solve the technical issue that
VENDOR report during the production process of the good requested

Organize inspection visit, before the release of the PO, according to what agreed in the order,
and following the quality procedures

Certify invoices received and manage communication with vendor in order to eventual issues
related to payments

7.2.1 Expediting Activities

PPM, in accordance with PM, defines the Expediting Strategy identifying the PO that requires a
special attention and define for them the expediting plan, according to the VENDOR schedule and
share it with EIC. For the remaining POs, EIC conducts desk expediting supported by the Buyers.

EIC can decide to involve External Expeditor if needed, activating them through the Frame Agreement
defined by QA/QC Corporate Manager: this option shall be taken in consideration when the visit is
required overseas in order to optimize time and costs. After each expediting visit, a report needs
to be issued by the Expeditor. EIC is in charge to collect those reports and store them in the KBS
System.
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 19 de 31

Once the GOODS are near to be delivered and after verified that QA/QC approved the VENDOR
Release Note, EIC activates the SHC (or directly the Forwarder) and establishes the contact with the
VENDOR in order to proceed with the shipping activities.

7.2.2 Inspection Activities

Inspection activities are regulated by Inspection Test Plan that needs to be requested for each supply
of Project Material GOODS. This document is issued by the VENDOR but needs to be verified by
PSL, and finally approved by BNTT and IMG.

This document defines all the control points that are required during the manufacturing and
delivery process of the GOODS. The ITP defines for each control if participation of CONTRACTOR
and CLIENT is required. Possible options are:

I: Informed. Control is totally in charge to the VENDOR that, if required, needs to provide
certificate of good execution

W: Witness. VENDOR shall inform CONTRACTOR (and eventually CONTRACTOR shall


inform the CLIENT) on when the control is scheduled. An advance of 1-2 weeks is required
and CONTRACTOR (and at the same way COMPANY) can decide to decline his
presence.

H: HOLD. VENDOR shall inform CONTRACTOR (and eventually CONTRACTOR shall


inform the COMPANY) on when the control is schedule and cannot proceed with the control
without the presence of a representative of the CONTRACTOR.

Once Witness or an Hold control are scheduled, VENDOR is required to send a written
communication by mail using the pre-defined format to the PPM. In case of Witness control, PPM
decide if CONTRACTOR presence is needed.

Once a VENDOR notifies a Witness or an Hold control, EIC open the Inspection on KBS indicating
the date, the place and the content of the intervention. Then, EIC activates a third party inspection
agency, using the frame agreement requiring availability of an inspector. Supported by QA/QC
corporate if needed, EIC will evaluate the capability of the inspector and select him.

After the inspection is done, Inspector is required to send to Project QA/QC the Final Inspection
Report, the Release Note (in case of Final Inspection) and any relevant annex; QA/QC shall review
those documents and, in case no issue are found, shall load them to KBS and close the inspection.
In case of issue, QA/QC is in charge to take the proper action to solve it, including the Opening of
a NCR if required.

EIC shall be in copy of the communication of the Inspector and the follow-up by QA\QC in order to
update PSR.

8. SITE MATERIAL RECEIPT

Material Receipt process:

For Project Material is managed by SMC with collaboration of QAC for specific activities
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 20 de 31

For Consumables and Construction material is managed by LOG

8.1 Project Material Receipt Process

For Project Materials, SMC periodically receiving the Shipping Status Report; in addition is alerted
by SHC about new shipping arrival. SMC also receives electronic packing list / SN (Shipping Note)
receipt from SHC once provided by the VENDOR.

Shipping shall arrive at Site within the following documents:

Shipping Note / Shipping invoice

Material Test Report

Inspection Release Notes

Conformance Certificates

Fully Signed Inspection and Test Plan

Packing list with reference of Shipping Identifier and related PO

Once material is arrived at site, the consistency check between GOODS and related documents
shall be done under responsibility of SMC. Then physical and system receipt are performed.

8.1.1 Check of Material Received

Check of material received is made opening all the boxes with the presence of SMC and QAC; if
presence of other representative is required (COMPANY, VENDOR), this needs to be addressed
by SMC that is in charge to inform them.

During the GOODS receipt one of following situation can happens:

1) Box is completed, GOODS are in proper state with complete documentation conform with
specification

2) Some material is missing or damaged

3) Some material is not-conforming with the specification

QAC is responsible to verify the status of the goods delivered and the conformity with specification,
while SMC is responsible to verify the correspondence between packing list and goods delivered.

If shipping of all the material is complete and materials are all in good state and conform with the
specification, GOODS are accepted and can be physically stored and received in the System Cosmo.

In case of missing material or visual damages, SMC shall open a OSDR (Over Storage and
Damage Report) and send it to the following: PPM; EIC; QAC; SCM; PCM; SHC.
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Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
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In case of non-conforming material, QAC open a NCR (Non Conformity Report) and send it to the
following: PPM; SMC; SCM; PCM; SHC (only in cases when is responsible for shipping).

OSDR and NCR shall to be updated by their owner (respectively SMC and QAC) in dedicated registry
with at least the following information:

Referenced PO

Date where OSRD/NCR were identified

Description of the OSDR/NCR identified

Action indicated in order to solve the OSDR/NCR

Department and/or Person in charge of take the action

Forecast date of closure of the OSDR/NCR

SMC and QAC are responsible of all the process of addressing and monitoring the OSDR/NCR, even
if the action is in charge to other departments. In detail they are in charge to:

Expedite the solution of the corrective actions

be the contact point available for clarification needed

Report periodically the status of the open NCR to the management of the project (SCM;
PCM; PPM).

In case QAC identified non-conforming materials, SMC needs to mark them and store them in a
Dedicated and specified area (named Quarantine area) that can be indoor or outdoor.

Once all the material has been verified, SMC prepares DSMRR (Daily Site Material Receipt
Report) and QAC prepare the Receipt Inspection Report.

Note: the detail level of the packing list needs to be at least the same as the PO line in order to
identify the material receipt started from the order issued.

Its important to highlight that the check verify that the Item code is marked on the object. In case this
is not possible (Ex small items) SMC shall store the pieces in shelf position that report the Item Code
in a label attached to the shelf.

If the Item code is not marked, SMC needs to ensure that all the feature that identify the object are
physically marked on the same.

In case of Itemized material, the TAG number need to be marked on the object.

In any cases, the check needs to ensure that the object is identifiable during the subsequent handling.
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 22 de 31

In exceptional cases, when items are repetitive and the check of the single item is too heavy and
timely (for example, boxes of stud-bolt), its accepted a sampling check of the item and an overall
check on the boxes total weight.

8.1.2 Physical and System Receipt

Once accepted, material is stored in the warehouse. Depending on material type and dimensions,
and according to the VENDOR instruction, materials can be:

Placed in shelves and ordered for dimension (example, equal or minor then 3), physical
features, TAG (if itemized), in order to make easier the future identification and the withdrawal
activities

Leaved in the boxes and placed in a indoor or outdoor area (lay-down area).

In addition to the physical receipt, the SMC needs to load the material into the system COSMO
selecting the proper PO and checking the line received; in case of partial line received, quantity need
to be corrected.

On a weekly basis receipt registered in COSMO shall be transferred to OW if material has been
purchased by Bonatti; material is purchased by the customer, this is managed only in COSMO
system.

8.1.3 Purchase Order of Project Material Issued From Site

In case of PO of Project Material made from Site, its allowed to load OW with an aggregate RdA,
while its mandatory to load in COSMO the single item, in order to make them available for
Warehouse identification.

In case of difficulties in the right identification of the code, COSMO can be loaded using dummy
item codes (PO+PO Line), unless the PO is related to Piping; in this case is mandatory to load
COSMO with the proper codes, that shall be found in the previous orders.

When material is loaded in the system, after selecting the PO, SMC shall insert the following
information:

Material Receipt document code

Receipt date

and, in correspondence of the selected item, shall indicate the quantity received.

Based on warehouse loading, technical office can see the availability of the new material and is
able to update the feasibility / constructability analysis
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 23 de 31

8.2 Consumables and Construction Material

For Consumables and Construction Materials, once material is arrived at site, the consistency check
between GOODS and related documents shall be done under responsibility of LOG. Then physical
and system receipt are performed.

8.2.1 Check of Material Received

Check of material received is made opening all the boxes. If shipping of all the material is complete
and materials are all in good state and conform to the Purchase Order, GOODS are accepted and
can be physically stored and received in the System One Word.

In case of missing material or visual damages, LOG shall inform the VENDOR and agree on a
resolution of the issue; if needed LOG ask for support of Procurement Department,

8.2.2 Physical and System Receipt

Once accepted, material is stored in the warehouse. Depending on material type and dimensions,
and according to the VENDOR instruction, materials can be:

Placed in shelves and ordered in order to make easier the future identification and the
withdrawal activities

Leaved in the boxes and placed in a indoor or outdoor area (lay-down area).

In addition to the physical receipt, LOG shall to load the material into the system OW by selecting
the Related Purchase Order and mark the lines related to the delivery; in case of partial line
delivery LOG will correct the quantity before confirm the receipt.

While on site, all materials and equipment shall be storaged as per inspection, SDTT-QA-PF-03-
006, (Material Inspection And Control Procedure).
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 24 de 31

9 ATTACHMENTS:

Attachment A: Inspection Release Note (IRN)

Attachment B: Shop Test Notification (STN).

10 APPENDICES

10.1- Organization Chart

PROJECT
MATERIAL
(BRANCH
OFFICE)

Francisco
Snchez
Procurement
Manager

QA / QC

Sal Charin
Albarran Guerrero Jose Cruz Sergio Huerta Jose Torres Sal Garca
Sr Sr Jr Jr
Buye Pre- Expedit Post- Expedit Post- Expedit Post- Quality Quality
r Order or Order or Order or Order Procurement Procurement
SITE
PROCUREMEN
T

Francisco
Snchez
Procurement
Manager

Galdino
Santiago
Jr
Buye
r Tuxpan
Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 25 de 31

10.2- Procurement Flow


Document Number:
PROCUREMENT PLAN SDTT-SC-PF-02-001
Revision: A Status: IFR
Document Type: 02 Entity: PF Discipline: SC date:21-Jun-2017
CONTRACTOR document number: 4600007306 Pgina 26 de 31

10.3- Procurement Schedule


Document Number:
SDTT-SC-PF-02-001

Anexo A
Inspection Release Notes
Rev. A Date: 21/Jun/17

PLACE: Purchase Order No.:

IRN No. REPORT No. DATE: Page 1 of:


Vendor: Vendor Contact:

Office: Office:

City: City:

Phone: Email:

Email: Phone:

Office: BONATTI Office: BONATTI

Responsible: Responsible

QA/QC Manager Pipeline Project (SDTT) QA/QC Coordinator Pipeline Project (SDTT)

Tel. 614-196-1250 Mobile: 554-080-8743

Email: Gustavo.chacon@bonatti.it Email:jose.torres@bonatti.it

Tuxpan, Veracruz, Mex. CDMX

The issue of the notification of tested material and/or equipment does not relieve the supplier of his
responsibilities or duties as stated in the procedures and conditions of the purchase order.

We would like to bring your attention to the fact that if the final document: DATA BOOK certification is not
provided, the order shall not be considered, in administrative terms, as having been carried out.

TEST REPORT

THE FOLLOWING MATERIALS HAVE BEEN SUCCESSFULLY TESTED:

Item No. Description TAG B.U. Quantity Date Remarks

Inspector Name: Sign:


Document Number:
SDTT-SC-PF-02-001

Anexo B
Shop Test Notification
Rev. A Date: 21/Jun/17

Customer: Plant Location: Date:

STN No. From: Phone: Email:


Assigned Inspector BNTT: Name: Email:

Assigned Expediter BNTT: Name: Email:

Assigned Inspector Agency: Name: Email:

Purchase Order No. Rev. _ Date:

ITP No.: Rev. Date:

|Dear sirs,
we are pleased to inform you that the required tests foreseen by the applicable Inspection Data Sheet (I.D.S.)
and / or Inspection Test Plan (I.T.P.) as indicated above will be carried out as follows:

Vendor / Sub-Vendor Name: Type of Inspection:


Inspection description: Shop Address:
Town: Country:
Contact Personnel: Phone N:
E-mail address:
Use the Bonatti Document N only:
Use: Pre Inspection Meeting, Audit, Intermediate Test, Final Acceptance Test.
Mandatory to use description, as minimum as indicated in the ITP line.
Required date of Inspection: From: To:
Estimated Duration: (Days/hours)
Remarks:
Access to production areas is exclusively limited to the personnel duly equipped with certified steel toed
safety shoes; safety glasses and hearing protection.
As per determined in our ITP's these activities are WITNESS point to BNT and TransCanada. So, please
confirm by e-mail or contacting our plant, inspector name and date that you will witness. In case you decide
to waive the witness, please notify us immediately.

The inspection/test fixed: From: To:

will not be attended by IMG or IMG will be attended by IMG or IMG


attended by Mr: operating from country

Date: Signature:
Document Number:
SDTT-SC-PF-02-001
Procurement Plan
SUBCONTRACTORS LIST Apendice 10.4

Rev. A Date: 21/Jun/17

SUR DE TEXAS TUXPAN

SUBCONTRACTORS LIST

SUBCONTRACTOR ADDRESS ACTIVITY

Calle Valle Verde No. 1632, Col.


LAMSYCO LABORATORIOS, S.A. DE
Miravalle, Cd. Obregn, Sonora, Inspections/ Laboratory Testing
C.V.
C.P. 85090
Carretera a Cuauhtemoc Km. 10
ALTITUDES INGENIERIA, S.A. DE y medio S/n. Col. Labor Detailed engineering/topographic
C.V. Terrazas, Chihuahua, Chih. C.P. surveying
31223
INGENIERIA Y CONSTRUCCIONES Abeto No. 118, Col. Rincon del
ESPECIALIZADAS EMAUZI, S.A. DE Valle, Reynosa, Tamaulipas, C.P. Electrical/instrumental Works
C.V. 88710
Santa Ana 4545-1 Colonia
OCP OBRAS Y PROYECTOS
camino Real, Zapopan Jalisco, Civil/Electrical Works
CIVILES DE MEXICO, S.A. DE C.V.
C.P. 45040
Crcega No. 307, Colonia Roma,
INFRAESTRUCTURAS Y DRAGADOS
Tampico, Tamaulipas, Civil Works
DEL GOLFO, S.A. DE C.V.
C.P. 89350.
Av. Revolucin No. 3,
INDUSTRIAL DE ACEROS Y Col. San Miguel
Structural Works
CONSTRUCCIONES, S.A. DE C.V. Apetlachica, Cuautlancingo,
Puebla, C.P. 72730
Blvd. Manuel vila Camacho
184, Col. Reforma Social, Del.
NORCONTROL INSPECCION, S.A.
Miguel Hidalgo, NDTs
DE C.V.
Mxico, D.F., C.P. 11650

Andador 6 No. 78, Col. INDECO,


GILBERTO VILLA ROMERO (GRUPO
Tecomn, Colima Touch up/paintings
VILLA)
C. P. 28170
Autopista Monterrey-Cadereyta
GRUPO NORT, S.A. DE C.V. Km. 31.5 , Cadereyta de Structural Works
Jimnez, N.L. C.P. 67450
Calle A, Manzana F, Lote 1,
DESGUACES METALICOS Y
Parque Industrial Pesquero Small structures/piping activities
RELAMINABLES, S.A. DE C.V.
Tuxpan, Veracruz, C.P. 92770

NOTE: The list includes subcontractors accepted by TRANSCANADA, Additional to those listed in
the Sch.B8, in previous projects, but is not limiting.

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