Material Requisition (MR) — Final Self-Verification Checklist

Use this before the first formal review (internal/external). For tagged instruments (PT/TT/FT/LT, control/SD valves, MOVs), panels/JBs, analyzers, and bulk materials (tubing, fittings, glands, cables, accessories).

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Header & Document Control

Document number/title per project standard; “Material Requisition” includes MR number, package title, unit/area, and sheet X of Y.
Revision and purpose (IFR/IFA/IFC/IFD) correct; prepared/checked/approved names & dates completed; change log updated.
References listed with numbers & revs (P&IDs, Instrument Index, Datasheets, Control/Safeguarding Philosophy, C&E Matrix, Alarm & Trip, Hook-Ups, Installation Details, Area Classification, Painting/Coating, QA/QC, Client standards, AVL).

Scope, Items & MR Strategy

Scope of supply clearly defined (tagged items, bulks, accessories, services); inclusions/exclusions and battery limits stated (e.g., installation by others).
Itemization table complete: item numbers, descriptions, qty, UoM, tag numbers/series, commodity codes, and long-lead flag where applicable.
Packages grouped logically (e.g., transmitters bundle; control valves; SDV/MOV; analyzers; JB/panels; tubing/fittings; cable glands); avoid over-fragmentation.

Core Input Data Verification (The Cross-Check)

Quantities reconcile with Instrument Index/Tag list and Hook-Ups: DP manifolds, thermowells, gauges, air sets, bracket kits, nameplates included.
Cable gland/junction box counts match Cable Schedule, Termination Diagrams, and Area Classification (Ex d/e/i, IP/NEMA, thread type) — no gaps or extras.
Valve accessories cross-check: positioners, solenoids, limit switches, air volume boosters, lock-ups, quick exhausts, filters/regulators per philosophy.
Analyzer scope matches P&ID/narrative: sample probe, conditioning, shelters, utilities, purge; interfaces with DCS/SIS defined (hardwired/comms).
AVL (Approved Vendor List) applied; any non-AVL vendor request documented with deviation approval reference.

Technical Requirements & Specifications

Datasheets attached for each tagged item; ranges/accuracy/turn-down, comms (HART/FF/Profibus), materials, ambient limits and certification stated.
Control valves: body/trim/material, rating, Cv/R/Dp, noise/cavitation limits, fail action, actuator sizing, positioner type/air quality, leak class per spec.
SDV/MOV: torque/speed margins, duty cycle, fail-safe policy, partial stroke (if any), enclosure/heater, feedback contacts, hazardous approvals listed.
Junction boxes/panels: enclosure material/rating, terminal type/rating, segregation, gland plate details, space factor, earthing and nameplate requirements.
Bulks: tubing size/material, fittings type (compression/flare), clamps, supports, sealants; cable glands by type/size/thread; tags/labels specifications.

Materials, Ratings & Environment

Hazardous area compliance defined (Zone/Division, Gas Group, Temp Class, EPL); marking (IECEx/ATEX) and certificates required in MR text.
Ingress/environmental: IP/NEMA rating, UV/sand/salt exposure, ambient temperature range, vibration; offshore/coastal requirements stated if applicable.

Painting, Coating & Corrosion Protection

Coating system required per project spec (system ID, DFT, color RAL/Munsell); stainless passivation or no-paint rules clarified; fastener coatings defined.
Corrosion category and test requirements (salt fog, adhesion) listed where applicable; touch-up kit and paint data sheets requested in VDR.

Inspection, Testing & Certification

Inspection class/criticality set; ITP/QAP required with hold/witness points (calibration, pressure/leak, functional, FAT/SAT where applicable).
Certificates requested: conformity, material 3.1/3.2 (where required), IP/Ex, calibration traceable, painting/coating, PMI/NDE if specified.

Vendor Documentation Requirements (VDR/SDRL)

SDRL/VDR table included: datasheets, GA drawings, wiring/pneumatic schematics, manuals, certificates, ITP/QAP, packing list, spares/tooling lists, as-built docs.
Submission format (native + PDF), transmittal codes, review cycles, document language, and e-portal requirements specified; retention of native files stated.

Spares, Special Tools & Consumables

Commissioning/start-up spares and 2-year operational spares requested per list or % rule; critical spares identified where applicable.
Special tools, calibration adapters, software/licenses, dongles, and consumables (ferrules, seals, O-rings) specified where needed.

Packaging, Preservation, Marking & Shipping

Preservation requirements stated (end caps, desiccants, humidity indicators, N₂ purge if applicable, shock/tilt monitors); IP maintained in packing.
Case marking includes MR/PO, item, tag, qty, net/gross, CoO; barcode/QR if required; packing list and certificates outside the case in waterproof pouch.

Commercial & Delivery (Tech Stage Placeholders)

Delivery terms placeholders present (Incoterms, ship-to/site, required on-site date/lead time, partial shipments policy) — no pricing in technical MR.
Warranty duration/coverage stated; compliance with local content/certifications (if any) noted; export control/sanctions/ITAR statements where required.

Compliance, Deviations & Alternatives

Compliance matrix included against project/client standards; each “No/Partial” linked to a numbered deviation/clarification form.
Alternatives (if allowed) requested with full technical comparison and impact on performance, certification, weight/dimensions, MTO/adaptors.

Data Integrity & Final Polish

All tables filled; units and decimals consistent; “TBD/NA” minimized and justified; no conflicting requirements across sections/attachments.
Attachments present and referenced (datasheets, SDRL, ITP, AVL, specs, drawings); PDF export uses selectable text; page breaks/indices correct.
Confidentiality/footer correct; revision history complete; transmittal list aligned; spelling/grammar pass done.

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Use this checklist before issuing the MR for first formal review or RFQ release.

Material Requisition (MR) – Comprehensive I&C Engineering Checklists for EPC Projects

Material Requisition (MR) — Final Self-Verification Checklist

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