TBA SHEET PREPARATION

PROCEDURE
FOR CENTRIFUGAL PUMP

( Mechanical Team)
 TBA SHEET PREPARATION PROCEDURE
CENTRIFUGAL PUMP

MECHANICAL

For the RECIPROCATING COMPRESSOR TBA SHEET PREPARATION, receive VENDOR PROPOSAL
DOCUMENT, and cross check it with REQUISITON REQUIREMENT, DATA SHEET, P & ID. Prepare the TBA
SHEET according to the following standards to conform mechanical relevant facts such as DESIGN
CONDITION and CONSTRUCTION.

Classified based on every item of basic TBA SHEET(EXAMPLE) and, describe the basic TECHNICAL
REQUIREMENTS about this and, specified the relevant COMMENTS as a <SAMPLE COMMENTS>. It is
desirable to consider it just as a reference for every PORJECT, and prepared with a basis that CHECK is
same as TBA RESULTS. API Pump is based for the Centrifugal Pump TBA SHEET Procedure.

CONTENTS

1. TBA PREPARATION PROCEDURE --- TWELVE(12) SHEETS

2. TBA (SAMPLE) --- THREE(3) SHEETS

3. SUMMARY SHEET FOR TECHNICAL TENDER EVALUATION) ---

ONE(1) SHEET

4. ATTACHMENT FILE

ATTACHMENT #1
TBA TABULATION SHEET (SAMPLE) - - - THREE(3) SHEETS

ATTACHMENT #2
TBA COMMENT SHEET (SAMPLE) - - - EIGHT(8) SHEET

ATTACHMENT #3
SUMMARY SHEET FOR TECHNICAL TENDER EVALUATION - - - ONE(1) SHEET
 TBA SHEET PREPARATION PROCEDURE
CENTRIFUGAL PUMP

MECHANICAL

ATTACHMENT #1
TBA TABULATION SHEET (SAMPLE) - - - THREE(3) SHEETS

ATTACHMENT #2
TBA COMMENT SHEET (SAMPLE) - - - EIGHT(8) SHEET

ATTACHMENT #3
SUMMARY SHEET FOR TECHNICAL TENDER EVALUATION - - - ONE(1) SHEET
 TBA SHEET PREPARATION PROCEDURE
CENTRIFUGAL PUMP

MECHANICAL

NO ITEMS DESCIRPTION
1. Preparation Point

For example, explanation on parts evaluated shall be listed on the blank ‘Description’
and Requirement of our company on the parts listed on Requisition Requirement. Most
Requisition Requirements come from the data sheet, API code & Job Spec. List the
specifications stated on the Vendor’s Quotation of relevant Description.
Write Vendor’s name next to the blank ‘Requisition Requirement’ use this blank for that
vendor, and list vendor’s proposed information on the below.
Description is consists of Project General Information / Item General Information /
Operating conditions / Performance / Construction / Material / Mechanical Seal & Seal
Plan / Motor / Coupling / Other / Recommendation.
This explains with examples because each project has different Requisition
Requirement, and includes required examples of comments for each case.

2. Project General
Information

Enter the Project No., Requisition No., Item No., Project Name and Client Name
according to data sheet.
The purpose of entry general information is to make TBA of any item shows information
of Project clearly.

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 TBA SHEET PREPARATION PROCEDURE
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3. Item General
Information

Entry each general information. The blank ‘Requisition Requirement’ should accord with
data sheet. Especially, Applicable Code & Std must be entered. Generally, there is no
comment of it. Generally, there is no comment on it.
1) Applicable Code & Std
When vendor does not state clearly Applicable Code & Std of pump about
Applicable Code & Std according to Requisition Requirement vendor of our
company, comment for conformation  Vendor shall ensure that design,
fabrication, performance, material and inspection & tests of pumps are in line
with Applicable Code & Std listed in Requisition (Requisition No.)

2) NO. REQUIRED
Sometimes, typographical errors could be found from No. of Pump of Pump
Summary among the vendor’s Quotation. In this case, comment for conformation.
 Vendor shall re-check the No. of Pumps. Two(2) sets of pumps for item No.
(637-P-12 A/B) are required.

4. Operating
conditions

Enter Operating condition of Date Sheet on the blank ‘Requisition Requirement’, and
proposed capability of vendor’s Quotation on the blank ‘vendor’ after comparing with
Date Sheet and reviewing
Except major reviewing point below, there is no difference between Requisition
Requirement and vendor’s proposed capability. Essential check point is shown as
followed.

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 TBA SHEET PREPARATION PROCEDURE
CENTRIFUGAL PUMP

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1) CAPACITY (NORMAL / RATED)

In case of that MCF is added to bypass flow because capacity of pump is too small
of cannot satisfy TDR, BHP, head rise, motor selection, piping/instrument of our
company, so discuss well with the relevant team. In this cas, ARCV, Flow Control
Valve could be alternatives. When the result is not acceptable, execute model
rejection.  Proposed model with MCF bypass is not acceptable. Vendor shall
change the model.

2) NPSH MARGIN
Check the value of NPSHr on the performance curve. In that case, NPSHris based
on Center of Impeller, so vendor should state based on Top of Foundation.
Generally it is stated, but if it is not, comment. Vendor shall specify NPSHr @
Top of Foundation.
When the difference between NPSHr and NPSHr which is based on Top of
Foundation is less than the value of Test stated on Spec., execute NPSHr test.
When NPSH test is not estimated by Spec., comment.  Vendor shall include
NPSHr test.
When the difference between NPSHr and NPSHr which is based on Top of
Foundation is less than the model accordance stated on Spec, our company shall
consider a plan to raise the value of NPSHa. If it is not possible to raise the value of
NPSHa, ①consider Inducer acceptance and comment ②if it is difficult, comment.
①Inducer shall be fitted due to high NPSHr. Vendor shall revise NPSHr value
in the data sheet as well as in the performance curve. ②Proposed model with
high NPSHr is not acceptable. Vendor shall change the model.

3) SPECIFIC GRAVITY
Process team gives Specific Gravity separately, but also appoints the scope
between Normal and Max, and states on the blank ‘Normal’ at once. However,
sometimes there is a case vendor cannot recognize the value of Max S. G. (You
can conform by calculating BHP.) In this case, comment. Vendor shall
consider max S.G. BHP, Max Shut-Off pressure and other relevant parameters
shall be revised accordingly.

4) VISCOSITY (SPECIFIED MAX)

There is a case vendor pass over this and do not execute viscosity correction. In
this case, comment. (You can conform by calculating BHP.)  Vendor shall
consider max viscosity. BHP, rated impeller size and other relevant
parameters shall be revised accordingly.

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 TBA SHEET PREPARATION PROCEDURE
CENTRIFUGAL PUMP

MECHANICAL

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5) H2S SERVICE  Refer to comment of Material
6) PARALLEL OPERATION  Refer to comments of Performance / Motor
comment
7) AUTO-START  Refer to comment of Motor

5. Performance

For the performance, enter M.R (Mfr’s Recommendation) on the blank ‘Requisition
Requirement’, and data of estimation sheet on the black ‘vendor’. However, enter Nss
(Suction Specific Speed) used for model acceptance criteria, noise level fixed as a
value through Project Major examination points are.

1) PERFORMANCE DATA
All dates on the blank ‘Performance’ are based on performance curve. So,
comment for the different data on data sheet between data and performance curve
 (For example, if shut-off head is different) Shut-off head in data sheet does
not match with it in performance curve. Vendor to recheck.

2) HEAD RISE (SHUT-OFF HEAD / RATED HEAD)

Quantify the vendor’s data to verify Head rise. Existing between 110% and 120% is
ideal and when it is over 120% are Not acceptable. (Because it affects design
pressure) When it is less than 110%, it is acceptable mostly, but if it is too small,
problems occur, so maintain 105%. Discharge orifice could be a good solution. In
case of parallel operation, maintain over 110%  ① Proposed model with head
rise over 120% is not acceptable. Vendor shall change the model. ② Head rise
is very small. Vendor to provide discharge orifice to increase the head rise
upto at least 105%. ③ Proposed model with lower head rise than 110% is not
acceptable for parallel operation. Vendor shall change the model.

3) SUCTION SPECIFIC SPEED (METRIC UNIT / US UNIT)

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 TBA SHEET PREPARATION PROCEDURE
CENTRIFUGAL PUMP

MECHANICAL

NO ITEMS DESCIRPTION
Nss (Suction Specific Speed) should be quantified and verified. From 11,000 to
12,000 (US Unit) is acceptable. This is a part vendor makes an error in writing
because the data is not quantified and stated vendor measure their eyes. Other
reasons are error in calculation and making an error on purpose. Not every item
needs to be examined. As known from the calculation, normally pump with 4 pole
motor speed does not exceed the basic value. The value of Nss of pump with high
rpm(2-pole), high capacity, low NPSHr is high, Verify easily through calculating few
items as a sample. If it exceeds the basic value, comment.  Proposed model
with high Nss over 12,000(basic value) is not acceptable. Vendor shall change
the model.

4) NOISE LEVEL
Vendor should provide Noise level that quantifies guaranteed value, and if it is not
quantified, comment it. When Guaranteed value exceeds max allowable value,
comment vendor to estimate noise hood as an option. Generally, after setting noise
hood, noise level could be set.  ① Vendor shall specify the guaranteed noise
level. ② Vendor shall quote noise hood as an option.

6. Construction

For construction item, enter data sheet requirement on the blank ‘Requisition
Requirement’ and all data of vendor’s quotation on the blank ‘vendor’. Essential check
point is shown as followed.

1) DISCH NOZZLE (POSITION/SIZE/FACE/RATING)

In most cases, pump model No. is related to max impeller size and discharge
nozzle size. Compare pump model No. with discharge nozzle size, and comment if
there is a difference, however in most cases, it is simple typographical error. 
Vendor shall recheck the suction & discharge nozzle size comparing pump

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 TBA SHEET PREPARATION PROCEDURE
CENTRIFUGAL PUMP

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model No.
2) DRAIN WITH VALVE & BLIND FLANGE
Recently, most vendors use self-venting for pump design. However, drain nozzle
always exists. Drain nozzle size is decided according to discharge nozzle size.
Size is 1/2” for less than 1 1/2” and 3/4” for over 3”, but it is better to standardize
tie-in point to 3/4 for cooperation with piping team. Comment it.  Tie-in point size
of drain nozzle shall be 3/4” regardless of the size of discharge nozzle.

3) CASING MOUNTING
Generally, enter centerline for casing Mounting in case of horizontal pump, but it
could be slightly different by pump type. For example, in case of Multi-stage pump,
near-centerline and foot mounted are also acceptable. M.R could be used instead
of Centerline.

4) MAWP / HYDROTEST PRESS

MAWP should state a standard temp. of MAWP according to API 610. The standard
temp. should be over specified max operating temp. and maintain same temp. as
standard temp. Set Hydrotest press 1.5times as large as pressure of MAWP @
amb. Although lots of vendors still consider Hydrotest press as a standard of
MAWP, MAWP@amb is standard for verifying MAWP because water is used for
Hydrotest. When vendor does not state, comment it.  MAWP shall be specified
based on maximum specified operating temperature. However, hydrotest
pressure shall be based on MAWP @ ambient temperature.

5) ROTOR BALANCING GRADE

Although API610 requires to select G1.0 grade for Rotor balancing, most vendors
deviate works related to vibration requirement in actually. However, it is stated
clearly on the API 610, it should be verified.

6) BEARING (RADIAL / THRUST)

For bearing type, choose Anti-friction bearing or Hydro-dynamic bearing according
to API610. Bearing type may be Anti-friction bearing, and verify in case of that shaft
diameter is over 140mm, RPM is over 3000 and power is over 1,000 kW.
Therefore, it is not a check point except multistage pump. After verification, when it
is under and/or over estimation compared to Spec. Requirement. Comment it. 
Vendor shall recheck bearing type as per API 610 8 th Para. 2.9.1.1.

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 TBA SHEET PREPARATION PROCEDURE
CENTRIFUGAL PUMP

MECHANICAL

NO ITEMS DESCIRPTION
7. Material

Enter date sheet requirement on the blank ‘Requisition Requirement’ and date of
vendor of vendor’s estimation sheet on the blank ‘vendor’, Mostly, Vendor does not
estimate lower quality of material than data sheet requirement. Most vendors have
developed standard manual based on API 610. Therefore, in most cases, vendor
estimates higher grade than material class of API610. Do not comment about it. So, just
check if material of casing, impeller and shaft are higher grade than data sheet
requirement. Essential check point is shown as followed.

1) MAT'L CERTIFICATE (CASING, IMPELLER, SHAFT)

Material certificate is not mandatory according to API610. Therefore, state it clearly
on the data sheet, and comment to submit material certificate about casing,
impeller and shaft if it is omitted at the point of time for TBA. However, because
vendor provides this normally, comment for conformation. Additionally, when
material certificate about wear rings is required, comment and add it.  Vendor
shall submit the material certificates for casing, impeller, (wear rings &) shaft.

2) NACE MR-0175 APPLICATION

In case of that H2S is stated on Process data sheet, and vendor estimation sheet
does not specify the performance, comment to observe NACE MR-0175 regardless
of H2S concentration rate for conformation.  Vendor shall ensure that materials
are suitable for H2S service, as specified 2.11.1.11 in API 610 8 th edition and
NACE MR-0175.

8. Mechanical seal
and seal plan

For mechanical seal & plan item, enter data sheet requirement on the blank ‘Requisition
Requirement’ and data vendor’s estimation sheet on the blank ‘vendor’. It is the on e of
the most important parts at the time for Pump TBA. Because each seal vendor has

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 TBA SHEET PREPARATION PROCEDURE
CENTRIFUGAL PUMP

MECHANICAL

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slightly different recommendation, it is more important to find out the reasons why
recommendations are different than observe requirement of the date sheet when
vendor states data sheet requirement and other seal plan.

1) Applicable Code & Std 관련

Recently, using mechanical seal applied API 682 code is stated on API 610 and
generalized, although there is no extra statement. However, when vendor does not
specify it on the estimation sheet, comment it because API 682 states each
requirement related to mechanical seal inclusively. Vendor shall ensure that
design, fabrication, material and inspection & tests of mechanical seals are in
line with API 682 1st edition.

2) API MATERIAL CODE

API material code is not stated often. Comment when vendor does not state API
material code on the estimation sheet because it is a basis to conform material
 Vendor shall specify API material code as per API 610.
Although EPDM is estimated for O-ring, it is not recommended material according
to API 610 or API 682. EPDM is a material strong against low-temperature liquid
oxygen, Maleic Acid, Alcohol, but not recommended for Refinery Service.
Therefore, comment to substitute other material such as Viton.  EPDM is not
acceptable material. Vendor shall change O-ring material.

3) API SEAL PLAN

When instrument requirement about Job Spec. 52, 53 is stated, comment for
conformation because it is difficult to prepare drawing at the estimation stage.
 Vendor shall ensure that all instrument for seal plan 52 / 53 will be
provided as per Job Spec. (Spec No.) and API 682 1st edition.
When vendor recommend different seal plan from our company without any
statement, and the reason is not reasonable, comment.  Vendor shall explain
the reason to quote the different seal plan.

4) API COOLING PLAN

Seal plan is 52 and 53, and the blank ‘cooling plan’ is empty, comment.  Vendor
shall recheck the cooling plan. Seal plan 52 / 53 does need reservoir cooling.

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 TBA SHEET PREPARATION PROCEDURE
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9. Motor

Enter data sheet requirement on the blank ‘Requisition Requirement’ and data of
vendor’s estimation sheet on the blank ‘vendor’ Especially, Applicable Code & Std
should be stated even briefly. Exact consideration about Job Spec. and vendor’s
deviation is necessary because motor is already a standard product design is
completed by each rated power (Modification and change are extremely difficult).
1) Applicable Code & Std
For the Applicable Code & Std, when vendor does not state Requisition
Requirement of our company on the estimation sheet, comment for conformation.
 Vendor shall ensure that design, fabrication, performance, material and
inspection and tests of motors are in line with Applicable Code & Std listed in
Requisition (Requisition No.)

2) Performance Characteristic
Check manufacturer of motor because performance characteristic of Motor could
differ by manufacturer. When vendor state ‘among approved vendors’, check
performance characteristic such as starting current in detail.
In case of that regional electricity is not regular, requirement on voltage variation,
frequency variation & combined variation shall be stated on the motor. However,
comment for conformation because it is not stated on the motor vendor’s estimation
sheet in detail.  Vendor shall ensure that motors are suitable for and rated
power is guaranteed at specified (or specific numerical vlaue) voltage
variation, frequency variation & combined variation.

3) RATED POWER
Sometimes, motor design ambient temperature is stated unlike nameplate
temperature. (Ex: ARC project – design max ambient temp. : 45 deg-C, nameplate
ambient temp : 40 deg-C). In this case, vendor states only motor rated power
according to motor design ambient temperature, therefore, comment to state each
temp. for motor rated power. It is clear to make a table as below.  Vendor shall

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 Motor rated kW @ 45 Motor rated kW @ 40
Pump item No.
deg-C deg-C
1121-P-005A/B 55
TBA SHEET PREPARATION PROCEDURE
1122-P-001A/B 132 CENTRIFUGAL PUMP
1123-P-002A/B 80

MECHANICAL

NO ITEMS DESCIRPTION
specify motor nameplate kW @ 40 deg-C for each item as well as 45 deg-C.

4) EXPLOSION PROOF GRADE

Explosion proof grade of motor is really essential point, and error hardly occurs.
However, when motor explosion proof grade is not stated clearly on the estimation
sheet, comment for conformation.  Vendor shall ensure that motors are
suitable for Zone 2, IIB, T3 (of grade required by Job Spec.).

5) MOTOR OVERSIZING (FULL CAPACITY OPERATION)

When Pump is Parallel Operation or Auto-Start, motor should be sized to make
end-curve operation feasible. Check each item carefully because vendor makes a
mistake often. If Motor is not sized to make end-curve operation feasible, comment
with specific numerical value. In this case, API610 margin about rated power should
be considered.  Motor rated power shall be changed up to XX kW to cover
end-curve operation.

10. Coupling

For coupling, error does not occur except comment for conformation. Except it,
When manufacturer or service factor is appointed, comment is necessary for
conformation, but normally service factor is not appointed.

1) TYPE / SERVICE FACTOR

When coupling type is not stated on the vendor estimation sheet, comment for
conformation.  Vendor shall ensure that couplings are flexible with spacer.
2) COUPLING GUARD
When specification of Coupling guard is not stated on the vendor’s estimation
sheet, comment for conformation.  Vendor shall ensure that coupling guards
are fabricated with Non-Sparking type material.

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11. Others

Table above is one of the examples. This could be the most changeable part.
1) SPARE PART
Normally, our company informs list of Spare part through the Requisition. At a point
of tome for TBA, compare list on Requisition and vendor quotation and comment
the omitted and added if it is necessary.
Sometimes our company does not inform the list through Requisition, but ask
vendor to estimate according to vendor recommendation. In most cases,
recommended spare parts are defined on vendor’s pump maintenance manual. In
this case, check if the spare part list that vendor estimated is same as pump
recommended spare parts of pump maintenance manual, and comment It.

2) ARCV
When ARCV is necessary and estimated, compare driving condition of ARCV and
parameter at the pump MCF point, and then comment if differences are found.

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 TBA SHEET PREPARATION PROCEDURE
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12. Recommendation

This is for the final opinion of TBA person in charge.

Enter the priority order of recommendation clearly in number for others.

Rank the recommendation considering name value of vendor, experience with our
company (positive or negative), sincerity of estimation sheet reported, and attitude from
every meeting.

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 TBA SHEET PREPARATION PROCEDURE
CENTRIFUGAL PUMP

MECHANICAL

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