Installation of API 610 Centrifugal Pumps to

achieve a Flawless Start up for a Large

Project

Presentation by:
Rob Vaughan &
Bill Robertson

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Scotford Upgrader Expansion 1 (SUEX-1)

Shell’s Oil Sands Scotford Upgrader Expansion 1 Project installed

251 API 610 centrifugal pumps. The plant was successfully started
up in the spring of 2011. Shell has developed a worldwide quality
program aimed at delivering a Flawless Start-up. This presentation
focuses on the installation of these API 610 centrifugal pumps.
Topics from each phase of the project will be discussed from initial
design, specification, inspection, installation, preservation, and
commissioning & start-up.

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Scotford Upgrader Expansion 1 (SUEX-1)

Introduction to Project &

Pump Scope
• 21 orders for 251 pumps from 1 vendor
• Ranging from 10-3000KW all API610 design
• 8 manufacturing sites worldwide
• $100M total for purchase order
• 4 Area Works Construction Contractors
• 5 process units for a 100 BBPD Heavy Oil Upgrading Facility
• Engineering and procurement done from 5 locations worldwide with 17 EPC Design
Engineers working on rotating equipment with oversight from 3 Shell rotating equipment
personnel
• Prime construction contractor was a joint Shell and Bechtel owners team.

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 Presentation Outline: What Will Be Covered
Rotating Equipment Path to Start-up
Design
1. Review Lessons Learned from previous Shell projects and incorporate into Purchasing
Documentation & Technical Specifications
2. Specification selection leading to clarification rounds with vendors to ensure alignment on
expectations
3. Key Learning’s from Design Phase
Procurement
4. Identify ITP and Quality Surveillance Strategy
- 3rd Party Inspection vs. Client Inspection
5. Key Learning's from Procurement Phase
Construction
6. Rotating Equipment Construction Organization
7. Engineering Receipt Inspection Program & Non Conformance Record Generation
8. API 686 Installation & Shell’s Minimum Requirements for Rotating Equipment
9. Inspection and Test Plan
10. Construction Installation Issues
11. Key Learning’s from Construction Phase
Start-up
12. Mechanical Completion
13. Pre-Start-up Issues
14. Start-up Issues and Outcome
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Design: LL and Specification Selection

Shell’s Quality Program Flawless Project Delivery

•Shell has a formal World Wide Quality Program aimed at delivering a Flawless Start-up

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Design: LL and Specification Selection

Shell’s Quality Program Flawless Project Delivery

•Lessons learned (LL) and Practices Worth Repeating (PWR) were reviewed and carried forward from
previous projects. It is important to capture both positive and negative experiences from a variety of
sources (previous project mgmt, maintenance, operations, industry colleagues, etc)

•Our LL list went through many review cycles producing quality input being placed in the contractual
language of the purchase order. (Sources of contractual language include ITP’s, audit plan, technical
specifications, technical notes, drawings, etc)

•Specification selection leading to clarification rounds with vendor is a process that can not be rushed
and needs to take multiple rounds. All relevant LL and PWR were reviewed with vendor

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Design: LL and Specification Selection
Lessons Learned Example:
LCF Charge Pump
— Experienced Erosion issues led to diminished performance and poor life of thrust bearing
— Leaks occurred at the head gasket due to differential expansion in the casing during the
warm up of the pump, especially in the winter time
— This was reviewed with the vendor and led to design a centrifugal, between bearing, 9 stage,
radially split, double casing BB5 pump including a:
— Oversized balance drum with solid tungsten carbide bushing
— Carbon steel barrel with Stainless Steel Overlay
— Addition of 4 temperature indicators, top / bottom, inboard and out board of the casing to help
operator to warm up pump evenly
— External balance line with Ultra sonic flow meters
— Tungsten Carbide direct laser deposit on impellers and sleeves

— String Test of Prototype LCF Charge Pump revealed issues with rotor dynamics with balance
drum and vibration issues with skid and motors

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 Design: LL and Specification Selection
Key Learning's from Design Phase
— To do a proper and complete Lessons Learned Review takes a lot of time! {PLAN AHEAD}
— Incorporating these learning's into the contractual language of the Purchasing Documents is
Critical to being able to get what you need.

— Specification clarification / review meetings with vendor can not be rushed and need to be
documented to ensure alignment on expectations.
— Our Project experienced too many late changes to purchasing documents resulting in
escalating costs and projected schedule delays due to confusion of specifications requiring
more clarifications.
— There were too many drawing inconsistencies with fabricated equipment. Issues found after
fabrication had begun, due to coinciding events of concurrent fabrication and engineering.
— Developed an effective process with vendors and EPC to keep track of all new relevant
issues to track them to closures. Rolling Action Item List (RAIL) worked well.

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 Procurement

Identify ITP Requirements & Quality Surveillance Strategy

- Having detailed clear Inspection and Test Plans is very important as this provides a leading
indicator of the quality of the equipment you will be receiving

- Debate between 3rd party contract inspectors being used for inspections vs. client personnel
(maintenance, operations, project resources) for inspections

- SUEX-1 used a combination of 3rd Party contract inspectors and dedicated client personnel
inspection. We had dedicated client personnel providing full time inspection at vendor shops
during fabrication of critical equipment orders

- Schedule many multidisciplinary visits to package equipment vendors to ensure that all
disciplines get adequate representation during inspection

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 Procurement

Key Learning's from Procurement

- 3rd Party Inspection was an expensive program that produced ultimately poor results with regards
to pre-inspected equipment being sent to site with obvious poor quality.

- Need to have better alignment on expectations and alignment with 3rd party contract inspector to
ensure goals are clear. Remind them they are to report all findings and they work for the Client
not the Fabricator.

- Do not let Procurement / Expediting drive the quality out of vendor shop. If necessary keep
equipment at vendor’s shop as long as possible to provide time to correct known deficiencies.
Transferring scope or known rework to site is not a good idea as it will push out your schedule
and drive up your costs.
- Use more client personnel for critical equipment inspection, { Example BB5 Charge Pumps}
especially for prior to shipment inspection. Best results are to have the receipt inspection done
at the vendor shop prior to shipping of equipment.

- For Packaged Equipment use multi-disciplinary client inspection teams. Our results indicated that
rotating equipment vendors are being asked to package and their competence or experience is
not high within the other disciplines, etc (tubing, piping, heat trace, wiring, CSA, CRN & ABSA
issues…etc)

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 Construction
Construction Program Outline

Construction Organization Alignment

Engineering Receiving Inspection Program {Top Findings, upon receipt of
equipment}
Installation Procedures {API 686 Installation & Shell’s Minimum Requirements for
Rotating Equipment Installation}
Field Construction Inspection Test Plans

Construction Issues
—Cleanliness & Preservation {Pre and Post Installation}
—Levelling & Soft Foot
—Grouting
—Field Machining
—Piping Installation

Alignment
Construction Key Learning's

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 Construction
Construction Organization

Daily meetings with Operations, Vendor Field Representative, Shell Millwrights & Project
Engineering staff for inspection assignments and overall alignment
Formal weekly meetings with Area Works Construction Contractor. These meetings have Rolling
Action Item Lists and allow the AWC to have clear communication lines to the project for
immediate issue resolution
AWC has direct access and works continually with Shell Inspection on a daily basis
Rotating Equipment Installation Workshops once a month, site meetings to review installation
procedure at various stages of project. Key aspects of upcoming jobs

Benefits of this Construction Organization

Resulted in Success
Clear open lines of communication between field and engineering
across all companies e.g. (Construction Contractor, Projects & Operations)
Timely issue resolution
Management aware of team progress and sometimes included into meetings

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 Construction Issues

Engineering Inspection Receipt Program & NCR Generation

- EIR Program consisted of all Equipment to receive inspection upon arrival to site by Shell
Operations and Maintenance Staff.
- For the Rotating Equipment the team consisted of 8 millwrights, 2 contract inspectors, and 3
engineers dedicated to program
- All equipment received inspection according to premade checklists & all deficiencies were
photographed and recoded for NCR records (used API 686 Ch 3 as guide for checklist
development)

- For 251 pumps a total of 1062 ERRORS FOUND CAUSING 313 NCR’S TO BE WRITTEN!

- Typical Deficiencies Discovered during EIR Inspections

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 Construction Issues

Engineering Receipt Inspection Check lists

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 Construction Issues
Typical EIR Program Deficiency Findings From Several Shell Projects

Why is an EIR Program Necessary:

To find missed items from factory inspection, it is critical to catch prior to installation
{Last chance to verify, to get it right}
For Documentation Reasons, you need accurate records (photographs of every issue works
best)
Capture the LL for the next project and pass along the findings to improve the quality of the
equipment coming from our future vendors

When to perform an EIR inspection:

ASAP... at PM warehouse
Important to take equipment out of packing and inspect it; then start preservation program.
Do not want the Construction Contractor to have to deal with late known problems that should
have been found at either the pre-shipment inspection or during an EIR.
EIR findings that require action are very expensive and distracting to a construction contractor’s
schedule.

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 Construction Issues
Typical EIR Program Deficiency Findings From Several Shell Projects

Typical issues:
1. Damage due to shipping
2. Verify ship loose items (misplaced, lost in transit, never shipped, etc...)
3. Shims not laser cut and/or are the wrong size
4. Motor does not have 8 jacking bolts
5. Suction/discharge/drain flanges are not covered with a metal closure
6. Water present in the case and drain lines
7. Oil mist lubricated bearings preserved with grease
8. Mounting pads do not meet the level requirements of API 610 and Purchase Order
9. Baseplate lacks levelling screws
10. Motor is bolt bound

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Installation Procedures

Installation Procedure {API 686 &

Shell’s Minimum Requirements for
Rotating Equipment Installation}
Need to be reviewed and signed off
by Constructor, and Shell
Important to obtain input from
Operations & Project staff as well as,
for AWC buy in

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Inspection and Test Plan
Key Points ITP’s
Important to provide list of key surveillance, review, witness and hold points to
construction contractor for ITP development
Need clear expectations on ITP steps as the ITP is contractual language

For SUEX-1 the Major Hold and Witness Points for the Field Inspection and Test Plan
for Centrifugal Horizontal Pumps were:

Hold:
— Submit Contractor Installation Work Packages (first of every kind)
— Pre-grouting Meeting for alignment of path forward
— Oil System Installation, verification and flushed
— Final Alignment

Witness:
— Pre-installation Baseplate level check
— Pre-installation Preliminary alignment
— Pre-installation soft foot check
— Soft foot check
— Piping equipment / suction system cleanliness
— Pipe stress and flange alignment
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 Inspection and Test Plan
Field Inspection and Test Plan of Centrifugal Horizontal Pumps

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Construction Issues

Preservation & Cleanliness

{Pre and Post Installation}

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 Construction Issues
Preservation {Pre Installation}
Important to have constant
surveillance as conditions on a
construction site change daily
with work activities, weather,
etc.

Heated indoor storage and

constant auditing are best
preservation program (API 686
Ch 3 par 1.5.1-1.5.19)

Assign ownership of program

early {our experience went
through 2 preventative
maintenance companies during
project}

Define on an equipment tag

basis what equipment needs
what type of PM; have PM
Cards and an overall database;
follow up with regular
inspection.
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Construction Issues
Preservation
{Post Installation}
Issues
Hoarding damaged / removed
exposing equipment to weather

Water in Lube Oil skids

Short / modified dip sticks

Gear boxes with no oil

Uncovered flanges

Tubing and insulation damage

Incomplete PM cards

Key to audit regularly and

express importance to
construction contractor
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Leveling & Soft Foot

Room for levels on pump

pedestal so pump does not have
to be removed to mount level

Ensure motor is not bolt bound;

this is critical for alignment

API 686 tolerance of 0.002” per

foot is a very tight (API 686 Ch 5
3.9.4.4 leveling & Ch 7, paragraph
5.4.4.1 soft foot)

Level can only be achieved after

a constant temperature of the
steel, concrete and air is
normalized {anticipate 24-36 hrs
of constant temperature}

Test & calibrate levels regularly.

Use multiple levels to ensure
accuracy {these things get
dropped, damaged and
uncalibrated very easily}

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 Construction Issues
Leveling & Soft Foot

Follow Procedure
Test if pump or pedestal is not level
(API 686 Ch 5 Appendix D Figures D1-D10)
Need Pre Grout NCR Agreement Sign off by vendor
“YOU GROUT IT YOU OWN IT”

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Construction Issues Grouting
Desire to achieve Concrete Surface Profile 9
Chipping (not bush hammering) to remove top
laitance layer and expose cracked aggregate
(API 686 Ch 5 par 3.6.2)
Preparation of bottom of base plate (buff/clean)
Ensure area is clean (no oil, water, dust, rags)

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Construction Issues Grouting
New U-Channel Design
Advantages of less grouting
(only of Main I-Beams),
cheaper construction time,
safer design for product
leaks or spills path to main
drain

Requires Rigid Base plates

(offshore base plates
design)

Experienced a design error

as civil wanted the U-
channel to reside in the
grout layer and mechanical
wanted it in the concrete
foundation

Caused some extra time

and drawing revision to
resolve

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 Construction Issues Grouting

Need continuous
temperature of 25 C,
Hoarding required for
temperature control even in
summer time
Heat is the key to getting
good grout flow

Important that temp of bags,

concrete, foundation & base
plate are all constant at
temperature prior to
starting; may need
circulation fans to keep
temperature; leave on for
24 hrs post grout (API 686 Ch
5 par 3.12.9)

Perform sample test cubes

for quality assurance

Perform a pre and post

level check for verification
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 Construction Issues
Field Machining

Field Machined 30 out of 251 base plates

approximately 12%
Estimated ~ $20,000 per base plate and a
week to ten days schedule delay to resolve
Need to be sure if it is the Pump feet or the
Pedestal that is to be machined
Critical for NCR’s agreement from vendor
prior to grouting
“YOU GROUT IT YOU OWN IT”
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 Construction Issues
Piping Installation
API 686 Piping Alignment Requirements are defined in (API 686 Chapter 6
paragraph 4.6.1-4.6.4)
4.6.1 No Sprung flanges to connect piping (i.e. use of straps, chains, blocking etc.)
Experienced no issues with requirement
4.6.2 Pipe Flange and Pump Flange need to line up within 1/16 inch Experienced no
issues with requirement
4.6.3 Flange Faces shall be parallel to within 0.001 inch per inch of flange outer
diameter Experienced no issues with requirement
4.6.4 Flange face separation shall be within the gasket spacing plus or minus 1/16 inch
Experienced many issues with this requirement

The Issue with 4.6.4:

The piping designer intentionally allowed a vertical load to be applied to the pump
nozzles in the cold condition. (i.e. the piping and pump flanges will be in contact)
The Piping Fitters were unaware of this intentional load and were trying to meet
the dimensions of the isometric drawing and API 686 Ch 6 par 4.6.4
This caused excessive and costly piping alignment / installation time
The resolution was to verify the load on the nozzle in the cold condition as per the
piping design. This entailed providing the pump nozzle loads to the field and
performing verification (i.e. prybar or load weigh scale)

Adjustment of the spring hangers or spring supports as a method of achieving

piping alignment is not acceptable. (API 686 Chapter 6 paragraph 4.7.3). Must be in
the cold locked position Experienced no issues with requirement

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Construction Issues Piping Installation

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 Construction Very few alignment issues as all parties agreed that
alignment needs to be per API 686
(API 686 CH 7 par 5.4.2.4) All shims shall be full bearing, with
Alignment max of 5 shims (API 686 CH 7 par 5.4.2.1)
We experienced good success with alignment. Success
can be attributed to earlier leveling, soft foot checks and
rough alignment chart

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 Construction
Key Learning’s from Construction
Job site demands and tasks are ever changing and daily meetings with owner
inspection team is vital
Need a strong relationship between Construction Contractor, Operations and
Project Team to ensure clear communication and for rise and resolution of issues
Our monthly workshops were excellent forums to get alignment and increase trust
in building working relationships
Vendor Representation on site full time to approve NCR’s for immediate
implementation is vital to construction phase success
API 686 tolerance of 0.002” per foot is a tight tolerance to achieve
Ensure all pressure vessels related to rotating equipment (filters, seal pots, etc.)
have proper ABSA registration and Canadian registration numbers
Ensure all tubing related to rotating equipment receives proper documented
pressure testing as per requirements stated in Pressure Equipment Safety
Regulation Section 4 criteria defined in B31.3 (pressure tubing is to be tested as
pressure piping)

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Mechanical Completion

Requires Multidisciplinary Organized Walk downs!

There will be findings
Key learning - budget time to resolve issues &
determine what needs to be resolved before or after
Start-up.

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 Pre-Startup Issues & Checklist
Pre-Start-up Issues

Experienced leaks on pump seals due to

poor preservation (residual hydro test
fluid)

Flushing of auxiliary lube oil and barrier

fluid systems took a lot of time.
Cleanliness issues found

Motor Bump testing done to IEEE

Standard for (TEFC) Totally Enclosed Fan
Cooled Squirrel Cage Induction Motors
found high vibration issues, resulting in
additional stiffening support being
required

The need to loop check and fully function

check all instrumentation prior to start up
is critical and takes a great deal of effort
and time

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 Start-up

Start-up Issues and Outcome

Issues
Unanticipated high vibration of pumps running off of BEP
Minor cavitation issues
Very few leaks, casing, tubing, instrumentation, etc
Mechanical Seals preservation damage (residual hydro test fluid)
Minor vibration of motor bases
Strainers with a weak delta pressure design

Outcome
Plant was commissioned and Start-up in Spring of 2011
No major incidents, and start-up progression achieved a Flawless Start-up

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Questions