Technical Bid Evaluation (TBE) — Final Self-Verification Checklist

Header & Document Control

• TBE title includes MR/Package number, discipline, unit/area, sheet X of Y; document numbering follows project standard.
• Revision & purpose (IFR/IFA/IFC/Tech Review) correct; prepared/checked/approved names and dates completed; change log maintained.
• Reference list complete with numbers & revs (MR, Datasheets, P&IDs, Control/Safeguarding Philosophy, C&E, Alarm & Trip, Index/I/O List, Area Classification, Specs/Standards, AVL, Vendor Q&A).

Bidder List & Receipt Control

• All invited bidders accounted for; each bid logged with date/time, revision, and completeness check (tech + attachments).
• Confidentiality maintained; no commercial content included in TBE (only technical delivery/weights allowed if per procedure).

Compliance Screening (Pass/Fail)

• Bidder meets AVL/qualification; mandatory certificates/licences provided; country-of-origin/embargo constraints cleared.
• Scope coverage complete vs MR; exclusions/assumptions highlighted; bid valid for required period and conforms to submission format.

Technical Completeness & Scope Match

• All tagged items offered with datasheets/models; bulks (glands/tubing/fittings/JB terminals/brackets) included with correct quantities.
• Accessories offered as required (manifolds, thermowells, FRL/regulators, positioners/solenoids/limit switches, heaters, nameplates).

Performance & Sizing Verification

• Transmitters: ranges/turn-down/accuracy meet datasheet; process limits/ambient ratings acceptable; diagnostics/HART/FF features confirmed.
• Control valves/SDVs: sizing and ΔP checked; Cv/R and noise/cavitation within limits; fail action/actuator sizing margins adequate; accessories matched.
• MOVs: torque/speed margins, duty cycle, enclosure/heater, feedback contacts; PST capability (if required) and power supply compliance confirmed.
• Analyzers (basic): measurement principle fit-for-purpose; sample system components, utilities, response time and shelter spec aligned with MR.

Materials, Ratings & Environment

• Wetted/pressure parts materials match corrosion/erosion requirements; fasteners/gaskets specified; chloride/sour resistance addressed as needed.
• Ingress/ambient/vibration ratings (IP/NEMA, temp range) suitable for environment (onshore/offshore/desert); coatings/HDG/passivation per spec.

Hazardous Area & Certification

• Offered certification matches Area Classification (Zone/Division, Gas Group, Temp Class, EPL); marking (IECEx/ATEX) and cert copies included.
• IS barriers/isolators (if applicable) compatible with entity parameters; flameproof/Ex e glands and thread forms correctly specified.

System Integration & Interfaces

• Signal types and protocols align with I/O List and architecture (AI/AO/DI/DO/HART/FF/Modbus/etc.); addressing/segment capacity acceptable.
• Accessories/interposing devices identified (relays, solenoids, PSUs, MUX); power supply and fail-safe policy consistent with philosophy/C&E.

Reliability, Maintainability & Lifecycle

• MTBF/MTTR and diagnostics documented; proof test intervals (if SIF-related) compatible with SRS; spares strategy and commonality considered.
• Calibration/maintenance tools, ranges and access needs identified; firmware/software update policy and licensing terms acceptable.

QA/QC, Testing & Inspection

• ITP/QAP offered with hold/witness points; calibration/functional/FAT scope meets MR; certificates list (material 3.1, Ex/IP, calibration) complete.
• Manufacturing quality system certified (e.g., ISO 9001); traceability and CoC/CoO requirements acknowledged; PMI/NDE (if required) included.

Vendor Documentation (VDR/SDRL)

• SDRL compliance table filled (datasheets, GA, wiring/pneumatic, manuals, certs, packing list, spares); formats and review cycles confirmed.
• Native files (CAD/config) deliverables accepted; language and measurement units match project; doc security/classification respected.

Schedule, Delivery & Logistics (Tech only)

• Offered delivery meets MR milestones; split shipments, inspection lead times and FAT dates realistic; preservation/storage method stated.
• Packing/marking proposal meets project spec; site services availability (supervision, SAT, training) and warranty coverage confirmed.

Deviations, Clarifications & Risk

• Compliance matrix completed; each “No/Partial” linked to numbered deviation with impact (performance, safety, schedule, cost, doc workload).
• Clarification log maintained with bidder replies; unresolved items highlighted with recommended disposition (accept/reject/condition).

Evaluation Method & Scoring

• Scoring criteria and weights defined (compliance, performance, integration, reliability, documentation, schedule, risk); applies uniformly to all bidders.
• Normalization rules applied (e.g., equal assumptions for missing data); life-cycle aspects considered where applicable (consumables, calibration, spares).
• Ties resolved using pre-agreed technical tie-breakers (delivery, risk level, standardization/commonality) — no commercial bias in TBE.

Recommendation & Conditions of Acceptance

• Preferred bidder identified with score summary; technical justification concise and linked to MR objectives and risk assessment.
• Conditions and hold points listed (mandatory deviations to be withdrawn, documents to be submitted, tests to be witnessed, spares/tools to include).

Data Integrity & Final Polish

• Numbers and units consistent across tables; attachments present and correctly referenced; hyperlinks/callouts valid; PDFs export with selectable text.
• No conflicting statements between sections; spelling/grammar pass complete; confidentiality/footer and distribution list correct.