Preparation of Restricted Vendor List

Table of Contents

1 Scope................................................................................................................................ 2

2 Applicable Documents...................................................................................................... 2

3 Definitions......................................................................................................................... 3

4 Instructions....................................................................................................................... 3

5 Responsibilities................................................................................................................. 8

6 Technical and Business Evaluation Notes…………………………………………………… 11

7 Confidentiality................................................................................................................... 15

8 References....................................................................................................................... 15

Figure 1 - Flow Diagram...................................................................................................... 16

Exhibit 1 - Process Automation Systems............................................................................. 17

Exhibit 2 - PAS, Restricted Vendor List –Business Scoring Worksheet.............................. 18

Exhibit 3 - Pas, Technical Scoring Worksheet –.Restricted Vendor List............................. 19

Exhibit 4 - Process Automation System – Restricted Vendors List..................................... 20

Exhibit 5 - Restricted Vendor List – Distribution List............................................................ 2

1 Scope

The purpose of Restricted Vendor Lists (RVLs) is to apply reasonable standardization in order to streamline procurement, reduce system lifecycle costs, and improve support of certain types of equipment for B.V. facilities. RVLs for Process Automation System (PAS) equipment are particularly necessary so that B.V. can maximize the cost-of-ownership benefits associated with automation systems technology. These benefits include reduced maintenance, training, and spare parts costs. B.V. also has the opportunity to provide significant input through Technical Steering Committees to the selected vendors regarding future developments and enhancements to the vendors' product lines. This B.V. Engineering Procedure (EP) describes the evaluation and approval steps necessary to initiate or update RVLs.

An RVL does not preclude the use of other contractors or subcontractors that may purchase process automation equipment on the behalf of B.V., provided that the equipment purchased is listed on the current RVL.

1.1 Introduction

The evaluation process utilizes technical and business criteria to identify vendors that are capable of supplying process automation equipment that is fully compliant with all of B.V. requirements. The selection of the recommended process automation vendors must achieve a balance between taking advantage of emerging technologies and maintaining a reasonable level of compatibility with B.V. installed base of systems. The recommended RVL will be limited to only those vendors necessary to satisfy B.V.PAS equipment needs for the next three years.

1.2 Process Automation System

A network of computer-based or microprocessor-based modules whose primary purpose is process automation. The functions of a PAS may include process control, safety, data acquisition, advanced control and optimization, historical archiving, and decision support. Examples of process automation systems are DCS, SCADA, TMS, PIS, ESD, PC and PLC-based systems. A flow chart summarizing this procedure is shown in Figure 1.