Design and installation of on-line analyser systems - Guide to technical enquiry and bid evaluation

IEC TR 61832:2015(E) is intended as a guide to assist in the development of a specification or material requisition for analysers and their associated support systems. It is intended to be used for enquiry purposes and the subsequent assessment of the bids presented by the prospective vendors. The intention is to cover the general principles and items that need to be addressed when purchasing large analyser systems.
This publication is to be read in conjunction with IEC 61831:2011.

General Information

Status
Published
Publication Date
19-May-2015
Current Stage
PPUB - Publication issued
Start Date
20-May-2015
Completion Date
15-Jul-2015
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Technical report
IEC TR 61832:2015 - Design and installation of on-line analyser systems - Guide to technical enquiry and bid evaluation
English language
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IEC TR 61832 ®
Edition 2.0 2015-05
TECHNICAL
REPORT
Design and installation of on-line analyser systems − Guide to technical enquiry
and bid evaluation
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IEC TR 61832 ®
Edition 2.0 2015-05
TECHNICAL
REPORT
Design and installation of on-line analyser systems − Guide to technical enquiry

and bid evaluation
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
ICS 25.040.040; 71.040.40 ISBN 978-2-8322-2642-1

– 2 – IEC TR 61832:2015 © IEC 2015
CONTENTS
FOREWORD . 4
1 Scope . 6
2 Normative references . 6
3 Preliminary details . 6
3.1 Brief project description . 6
3.2 Type of response expected from the vendor . 7
3.3 Critical criteria on bid rejection . 7
4 Scope of supply . 7
4.1 General . 7
4.2 Vendor/client interfaces . 7
4.3 Procurement responsibilities . 7
4.4 Standards and codes of practice . 8
4.5 Documentation requirements . 8
4.5.1 Quotation stage . 8
4.5.2 Project stage . 8
4.5.3 Project completion . 9
4.6 General specification . 9
4.6.1 Environment . 9
4.6.2 Hazardous area classification . 9
4.6.3 Equipment certification . 9
4.6.4 Utility systems . 10
4.6.5 Labelling . 10
4.7 Analyser house specification . 10
4.7.1 Overall layout, size constraints and location . 10
4.7.2 Construction . 11
4.7.3 Ventilation . 11
4.7.4 Air conditioning . 11
4.7.5 Power distribution . 12
4.7.6 Safety systems . 12
4.7.7 Monitoring and alarm systems . 12
4.7.8 Signal Interfacing with control systems . 13
4.8 Sample system specifications . 13
4.8.1 Sample probe design and location . 13
4.8.2 Sample conditioning . 13
4.8.3 Sample transport . 14
4.8.4 Safety (pressure and temperature considerations) . 14
4.8.5 Analyser validation . 14
4.9 Analyser specification . 14
4.9.1 Description, tag numbers and control . 14
4.9.2 Systems vendor responsibilities . 14
4.9.3 Data sheets . 14
4.9.4 Analyser certification . 15
4.9.5 Analyser performance requirements . 15
4.9.6 Materials of construction . 15
4.9.7 Signal interface requirements . 15
4.10 Inspection and testing . 15

4.10.1 Analysers at analyser vendor's works . 15
4.10.2 Analysers and systems at systems vendor’s works . 16
4.10.3 Commissioning and site acceptance tests . 17
4.11 Training requirements . 17
4.12 Spare parts requirements . 17
5 Bid technical evaluation . 17
5.1 Object . 17
5.2 Correct response to the bid . 18
5.3 Technical excellence . 18
5.4 Comparative testing . 18
5.4.1 Allowance for technical interpretation . 18
5.4.2 Assigning key areas. 18
5.4.3 Weighting functions . 19
5.5 Bid qualification meetings . 20
5.6 Reassessment of comparative testing . 20
6 Sample analyser specification template . 22

– 4 – IEC TR 61832:2015 © IEC 2015
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
DESIGN AND INSTALLATION OF ON-LINE ANALYSER SYSTEMS –
GUIDE TO TECHNICAL ENQUIRY AND BID EVALUATION

FOREWORD
1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising
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8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is
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9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of
patent rights. IEC shall not be held responsible for identifying any or all such patent rights.
The main task of IEC technical committees is to prepare International Standards. However, a
technical committee may propose the publication of a technical report when it has collected
data of a different kind from that which is normally published as an International Standard, for
example "state of the art".
IEC Technical report IEC 61832 has been prepared by subcommittee 65B: Measurement and
control devices, of IEC technical committee 65: Industrial-process measurement, control and
automation.
EEMUA Publication 226 “Design and Installation of On-Line Analyser Systems; A Guide to
Technical Enquiry and Bid Evaluation” has served as a basis for the elaboration of this
technical report.
This second edition cancels and replaces the first edition published in 1999. This edition
constitutes a technical revision.
___________
This text is reproduced as an IEC Technical Report with the kind permission of EEMUA (The Engineering and
Equipment Users Association – UK).

This edition includes the following significant technical changes with respect to the previous
edition:
a) Foreword: Foreword amended to indicate that this document covers the general principles
but specific requirements must be developed for each project;
b) Clause 1: Clarifications added to requirements for documentation and drawings required
with bids;
c) Clause 2: Further information added on technical information required with bids.
Additional clauses added to specify training and spares information required with bids.
Technical additions and clarifications made throughout to specific sub-clauses detailing
technical information required with bids;
d) Clause 3: Additional information and items added on key areas that need to be included in
technical bid evaluations. Additional weighting factor added for engineering services;
e) Annex A: Sample Analyser Specification Template replaced by a more comprehensive and
detailed example.
This technical report is to be used in conjunction with IEC TR 61831, On-line analyser
systems – Guide to design and installation.
The text of this standard is based on the following documents:
Enquiry draft Report on voting
65B/960/DTR 65B/976/RVC
Full information on the voting for the approval of this technical report can be found in the
report on voting indicated in the above table.
This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.
The committee has decided that the contents of this publication will remain unchanged until
the stability date indicated on the IEC website under "http://webstore.iec.ch" in the data
related to the specific publication. At this date, the publication will be
• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.
A bilingual version of this publication may be issued at a later date.

– 6 – IEC TR 61832:2015 © IEC 2015
DESIGN AND INSTALLATION OF ON-LINE ANALYSER SYSTEMS –
GUIDE TO TECHNICAL ENQUIRY AND BID EVALUATION

1 Scope
This technical report is intended as a guide to assist in the development of a specification or
material requisition for analysers and their associated support systems. It is intended to be
used for enquiry purposes and the subsequent assessment of the bids presented by the
prospective vendors. The intention is to cover the general principles and items that need to be
addressed when purchasing large analyser systems.
This technical report is not intended as a design specification in its own right and design
guidance has been deliberately omitted. It is to be read in conjunction with IEC TR 61831, On-
line analyser systems – Guide to design and installation, which provides further guidance on
specific design details which need to be included in the specification or material requisition
used for the purchase of analysers and associated systems.
To simplify the specification and bid process it is desirable to have a standard format for both
the enquiry documentation and the response from the analyser vendor. This technical report
is intended to provide that framework.
Clause 4, 'Scope of supply' lays out the headings and any relevant associated comments for
the specification of a complete analyser system. Analyser systems are not all the same and
individual requirements for total content will invariably differ. However this technical report is
laid out such that individual clauses can be selected or omitted as required. The
recommended approach is to include all clause headings and where relevant state as "Not
Applicable".
Clause 5, 'Bid technical evaluation' covers procedures for bid assessment and gives
suggested points against which bids should be analysed.
2 Normative references
IEC TR 61831:2011, On-line analyser systems – Guide to design and installation
3 Preliminary details
3.1 Brief project description
The specification document should contain a brief description of the project associated with
the analyser installations including site location, type and number of analyser houses, tag
numbers for the proposed houses and analysers, and the major obligations expected of the
systems vendor, e.g. design work, manufacture, procurement, testing, transportation to site,
commissioning and training.
The analyser and installation may be supplied by the same or separate vendors. The normal
preference is for the analyser vendor to also supply the sample conditioning system and
housing of the installation as this gives a single point of responsibility. If several analysers are
being installed at the same time, the complete installation can be supplied by a specialised
analyser systems sub-contractor. See IEC TR 61831, On-line analyser systems – Guide to
design and installation, for further information on analyser installation design.

3.2 Type of response expected from the vendor
The type of response required of the vendor should be clearly stated, e.g. answer all sections
on an individual basis, highlight deviations from the specification with technical reasons for
non-compliance and the alternatives proposed.
It should be made clear that any drawings and data presented with the bid should be relevant
to that bid. Standard drawings are only acceptable if applicable for the specific application.
Typical drawings or examples from other projects are generally unacceptable.
The language in which the bid is to be submitted should be specified.
3.3 Critical criteria on bid rejection
Consistency of response from all vendors is necessary to provide a fair basis for technical
comparison of bids.
It should be made clear to the vendor that non-compliance with the requested response
format may lead to automatic rejection of the bid.
A high degree of importance should be placed on technical competence in sample system
design as this is the area whereby the analyser systems will most likely fail. Typical drawings
or examples of past similar applications are generally not sufficient to determine the
competence and quality of design being offered for the specific project.
Design for ease of maintenance should also be emphasised as an important aspect in
assessing the bids.
4 Scope of supply
4.1 General
This clause covers typical items and technical requirements that should be included in the
enquiry document with examples to emphasise the types of clause that should appear and the
associated technical and scope considerations. It does not necessarily include the complete
set of clauses or technical requirements that may be required for all projects. These need to
be developed on a specific project basis.
The final bid enquiry document should contain an itemised list or table identifying all the major
hardware assemblies (with tag numbers and quantities as appropriate) and the engineering
services (inspection, testing, site acceptance, documentation, training, etc.) that are included
within the vendor's scope. This may also be used as the basis for a commercial breakdown of
the costs.
4.2 Vendor/client interfaces
Interface points should be clearly defined in terms of site work tie-ins.
Where testing of the analyser installation is required it should be made clear who is
responsible for providing any necessary test equipment and test gases/liquids.
The Vendor should make due allowances within the bid for inspection and quality assurance
checks by the client/purchaser.
4.3 Procurement responsibilities
It should be made clear whether the systems vendor is to buy in the analysers or if the client
will ‘free issue’ them to the vendor for installation.

– 8 – IEC TR 61832:2015 © IEC 2015
When analysers are procured by the systems vendor the right for the client to inspect the
analysers prior to dispatch to the systems vendor's works should be reserved. The systems
vendor is to inform the client when inspections are due.
The client should reserve the right to override any vendor selection of type and make of
analyser or pre-specify the required type and model(s) if only specific types are acceptable.
This is also applicable to other systems components where specific equipment is preferred or
required for consistency with other equipment already used on site.
When analysers are supplied 'free issue' to the systems vendor, this should not free the
systems vendor from obligations to ensure the analysers meet performance requirements
when installed within the overall system.
4.4 Standards and codes of practice
The specification should call up all codes and standards relevant to the work. A
comprehensive list is given in IEC TR 61831. Additionally, there may be some project specific
standards and client specific Codes of Practice which should be attached to the enquiry
specification.
The systems vendor should acknowledge full conformity to all listed documents (or highlight
any deviations) and be prepared to have all such documents available in the event of a
dispute.
4.5 Documentation requirements
4.5.1 Quotation stage
The systems vendor is expected to respond to the specification in a systematic manner in
order to be fairly assessed. The specification should identify all the drawings and
documentation necessary to assess the bid.
4.5.2 Project stage
During the project the systems vendor should supply drawings for comment or approval by the
client.
A test program document should be produced by the vendor to the satisfaction of the
client/purchaser. This should incorporate all tests for all aspects of the hardware and software
of the system. The object of the test program is to ensure that all testing required is identified
and performed. The vendor should be required to produce record sheets for each test. The
test program shall encompass, but not be limited to, the verification of compliance with each
and every clause of this document calling for specific functions and installation of the
hardware and software. All testing should be carried out to a pre-arranged schedule.
Completion and comment/approval of sample system design, house layout, electrical
distribution, safety system logic and house/analyser system housekeeping logic and control
should form a project milestone and, if required, be part of a stage payment scheme.
General assembly drawings are not a necessity for approval, as it is difficult to translate
accurately to actual build, but the client should request the right to see these drawings (or
insist on the production of such drawings) for comment prior to build. These are important in
gaining a guide for ensuring accessibility for maintenance and correct positioning of drains
and vents.
4.5.3 Project completion
The specification should require that the analysers and systems will not be accepted until
completion and approval of all documentation requested in the specification. A useful
mechanism is to include this requirement as a formal stage payment item.
On completion all tests, inspections and non-conformances wherever they are carried out
should be documented and included in the hand-over dossier. The vendor should provide
necessary documentation with the analyser. The index should be submitted to the company
for approval prior to the manual being produced.
Final documentation requirements should be identified and included in the scope of supply,
e.g. number of final operating manuals and as-built drawings. The final operating manuals
should contain all operating instructions for the analysers and associated systems including
specific instruction manuals and technical data sheets for all analysers and major systems
components. The format of the final documentation (numbers of hard copies and/or software
copies) should also be specified.
4.6 General specification
4.6.1 Environment
The environmental conditions in which the analysers and systems will be installed should be
defined.
Information should include temperature extremes, humidity extremes, indication of salinity
(e.g. coastal location) and indication of background contaminants (e.g. low levels of H S).
For house design and effects on ventilation requirements, information on wind speeds and
directions should be given. Typically wind information should include expected gusting ratios,
minimum average speeds exceeded 90 % of time and maximum average speeds exceeded 5
% of time.
4.6.2 Hazardous area classification
The area classification relating to where the analysers and systems are to be installed should
be defined. Attention should be paid to any possible influence the analyser installation will
impose on this classification. For example the area classification may be Zone 2, Gas Group
IIB, Temperature Class T2. Installation of analysers utilising Hydrogen services would impose
local requirements for Gas Group IIC or IIB + H . Installation of analysers working on samples
or requiring services with auto ignition temperatures below 300 °C will impose local
requirements for raising the Temperature Class to T3 or higher.
The specification should clearly indicate possible area classification differences inside and
outside analyser houses.
4.6.3 Equipment certification
When installing houses the area classification within the house will be dependent on
ventilation design, whether sources of internal release are normal or abnormal and
samples/services associated with the analyser.
Certification of equipment may also depend on the intended application. For example the
ventilation and safety system specified may justify a non-hazardous environment within a
house in normal conditions. However if equipment is required to operate in the event of
ventilation failure it should be specified to meet the potential hazard.

– 10 – IEC TR 61832:2015 © IEC 2015
4.6.4 Utility systems
All utility services – steam, water, air, plant nitrogen and electrical – should be identified.
Constraints on these services should be clearly highlighted (e.g. maximum pressures, flows,
etc.) as the availability and quality of the utilities will impact on the overall analyser system
cost. For example, lack of adequate cooling water may necessitate refrigerated cooling
systems or inadequate steam supply may necessitate electrical trace heating when steam
heating is acceptable, etc.
Utilities also include services required by the analyser to perform the analysis
(e.g. carrier gases, chemicals). These should be clearly identified as to whether available on
site for direct connection or whether a facility is required for bottle storage and access for
replenishment.
The expected consumption of all utilities should be clearly indicated in the system vendor's
bid to allow overall life cycle costs to also be considered in the bid evaluation.
4.6.5 Labelling
Labels are required for identification of components and as warning devices where hazardous
materials/conditions exist.
It should be made clear that labelling is an important part of the installation. Labels should be
securely fixed to the part they are identifying by screws or rivets. Sticky backed labels should
not be used as these invariably peel off and are lost.
Preference should be expressed for engraved labels either in stainless steel or traffolyte.
Printed type labels can be very difficult to read after a few years.
Where it is difficult to mount labels (on small valves for example), the labels should be
securely attached with stainless steel wire.
4.7 Analyser house specification
4.7.1 Overall layout, size constraints and location
To supplement the description of layout requirements, etc., it is helpful to include a marked-up
plot plan and hazardous area drawings with the enquiry.
When asking the vendor to propose the house dimensions any requirements for future
analysers and work facilities (work bench, cupboards, etc.) should be clearly given.
Sizing and analyser system layouts should take into consideration accessibility for
maintenance and routine system checks without dismantling equipment.
Sizing of analyser housings should also consider future expansion requirements.
A site survey should be carried out to identify the preferred location and any constraints
limiting height, width and length and orientation. Layout of external equipment should be
determined and quoted to the vendor to give the maximum dimensions to be worked to.
If constraints result in roof mounted equipment being an option then the enquiry should
request means of access and appropriate safety railings.
For safety and to reduce the load on house ventilation requirements it is preferable to limit
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