Shipment and Packing Specification for Equipment and Materials

1. PURPOSE

 

1.1       This global engineering specification defines the minimum requirements for packing and shipping equipment and materials to prevent damage during handling, transit, and site storage.

 

1.2       This specification is intended to ensure that materials are safeguarded during transport, handling, and storage against mechanical damage and environmental encroachment (for example, rain, humidity, temperature variations, frost, salty atmospheres, dust, and sand).

 

 

2. SCOPE

 

2.1       This specification applies to equipment and materials purchased by Company for delivery to any location.

 

2.2       This specification includes general requirements for shipping equipment. Purchase documents and equipment specifications might contain more specific requirements, which then take precedence over those contained herein.

 

 

3. RELATED DOCUMENTS

 

3.1      Company Engineering Documents

 

4WPI-SW70003     Oxygen Clean (Class AA) Inspection and Acceptance Requirements

4WPI-SW70004     Fluorine Clean (Class AAAA) Cleaning, Inspection and Acceptance

Requirements

 

3.2      International Plant Protection Convention (IPPC)

 

ISPM15      International Standards for Phytosanitary Measures Publication No. 15: Guidelines for Regulating Wood Packaging Material in International Trade

 

 

4. DEFINITIONS

 

4.1      Domestic Packing is a classification of packing that is suitable for carriage by any method with the exception of ocean freight, with a probability of minimal handling and indoor dry storage at the destination.

 

4.2      Export Packing is a classification of packing that is suitable for carriage by any method including air and ocean freight for which multiple handling during transit shall be anticipated. The packing shall be able to withstand outdoor storage at the final destination for a minimum of 12 months.

 

 

5. RESPONSIBILITIES

 

5.1       Responsibility for the provision of suitable packing and the protection of equipment and material during transit to its destination and subsequent storage on site rests with the party arranging for the packing.

 

5.2       Compliance with this specification will not relieve suppliers of their responsibilities. If they consider extra precautions to be necessary to ensure safe arrival or storage of equipment or materials on site, they are obliged to identify and take such precautions.

 

 

6. PREPARATION FOR PACKING

 

6.1      Prepacking

 

6.1.1   Items shall be prepared for transport in such a manner that they will safely undertake the expected type of transportation, regardless of the type of final packing used. Any moveable parts shall be fixed to the body of the equipment and delicate parts protected. Any sharp edges shall be covered with soft material to avoid tearing of the protective covering.

 

6.1.2   All accessories liable to damage shall be dismantled and packed separately.

 

6.1.3   All outlets and openings into the equipment shall be carefully sealed or covered.

 

6.1.4   When equipment is particularly delicate and susceptible to corrosion, dehydrating agents shall be enclosed.

 

6.1.5   Small items shall be identified and placed into waterproof bags or sacks according to type.

 

6.1.6   The tag numbers of items that have been identified as oxygen-cleaned (Class AA) or fluorine-cleaned (Class AAAA) to satisfy the requirements of 4WPI-SW70003 or 4WPI- SW70004 shall be clearly visible without the need to open the packing.

 

6.2      Internal Packing:  The supplier shall ensure that suitable internal packing is used for cushioning, protecting the contents against moisture and water, and providing general security against physical damage. Items requiring only some degree of waterproofing shall be rustproofed and wrapped with either a vapor-phase inhibitor or waterproof paper around important areas to prevent entry of water and moisture.

 

6.3      Control Equipment:  Shipping of unprotected items is unacceptable. The minimum requirement is that all vulnerable corners, projections, paint work, openings, and dials shall be protected and the equipment made suitable for fork-lifting when possible. Electrical equipment such as switchgear and control systems shall be vacuum packed and a moisture inhibitor included within the vacuum pack.

 

6.4      Machinery (Including Packaged Equipment)

 

6.4.1   All openings shall be sealed, all surfaces cleaned, and any parts liable to corrosion protected

by the manufacturer in a manner that does not compromise the specified cleanliness standard. The equipment shall be skid mounted and secured by bolting or crated, if necessary, to protect

any protruding valves, instruments, or pipework.

 

6.4.2   The outside of instruments and electrical equipment shall be wiped clean. Each item shall be then wrapped in a material capable of being heat sealed and vacuum packed. The equipment shall also be protected with an appropriate amount of desiccant.

 

6.5      Steelwork and Piping Components

 

6.5.1   All projections shall have suitable protection to prevent them being knocked or damaged. If possible, a deflection cover shall be fitted over the projection and painted bright red. Any particularly vulnerable projections or areas of the equipment shall be highlighted to the shipping contractor and appropriately shown on the transportation drawings.

 

 

6.5.2   Pipes, structural steel sections, and plates shall be strapped together in bundles of convenient size and weight. The weight of such bundles shall not exceed the breaking strain of the steel strapping. When feasible, lengths shall be kept to a maximum of 11.8 and 5.8 m (38.7 and

19.0 ft) for 40- and 20-foot containers respectively to minimize additional charges caused by material not being able to be transported in a container.

 

6.5.3   All small sections such as handrails and gusset plates shall be boxed.

 

6.5.4   Steel pipe fittings and flanges of DN50 (NPS 2) and below may be bagged.

 

6.5.5   Any bare steel parts shall be treated with an approved corrosion inhibitor.

 

6.5.6   All pipe fittings and flanges of DN80 (NPS 3) and above shall be at least palletized for

“Domestic” packing and in enclosed cases for “Export.”

 

6.5.7   Aluminum pipes, fittings, and flanges shall be packed in such a way that will ensure no

damage occurs to pipe ends or sensitive areas of fittings or flanges. All aluminum pipe shall be end capped.

 

6.5.8   All piping and fittings of different materials shall be segregated and packed separately.

 

6.6      Tanks, Heat Exchangers, and Pressure Vessels:  If the equipment is under pressure, the outer packaging shall bear a clear notice stating that the vessel is under pressure, and provisions shall be made by use of removable panels or otherwise to view the traveling pressure gauges and to be able to repressurize the vessel. The notice shall also state clearly whether air or nitrogen has been used. If applicable, clear indication that nitrogen could asphyxiate shall be displayed.

 

6.6.1   Pressure vessels or other cylindrical equipment that are to be transported horizontally shall be cradled in suitable shipping saddles for at least 120 degrees of the circumference. Lashing points shall be provided for lashing the item during transportation.

 

6.7       Spare Parts:  Any corrosion inhibitor used shall be capable of withstanding a two-year storage period.

 

 

7. GENERAL REQUIREMENTS FOR PACKING

 

7.1       Cases shall be packed in such a way that will prevent wasted space or voids, which could lead to a lack of support and subsequent weakness of the walls. Ideally, the size of cases shall be maximized to ensure minimum use of packing materials commensurate with the safety of the packed goods. Packing shall provide protection, robustness, ease of handling, and relative ease of unpacking, while ensuring security of the contents against pilferage during transit and minimizing

bulk. Any conflict of requirements shall be brought immediately to the attention of Company for resolution.

 

7.2       All equipment shall be packed in such a manner that will avoid movement during handling and transit. Sufficient internal timbers shall be used to block off the packed item to avoid any movement whatsoever, and crush battens shall be used to support the lid in the event of

over-stowing and to assist in lifting. Bare metal surfaces shall not be in contact with unprotected timber, which shall be fully wrapped in waxed paper.

 

7.3       The packing shall adequately protect the equipment or materials against damage from frequent transshipment, stowage on board ship, and shock encountered during shipment from pitching and rolling. All machinery, electrical equipment, instruments, valves, and equipment containing moving parts shall be protected against the incursion of moisture or dirt.

 

7.4       Hay, straw, or plant branches shall not be used for internal cushioning. The timber used in the construction of cases-internal timbers and all timbers used for securing items within a container shall satisfy the conditions established by the country of destination.

 

 

7.5          The life of any dehydrating agent shall be at least 12 months. The number of bags and type of dehydrating agent shall be identified by type and number on the outside of each package in which they are contained.

 

7.6         Case dimensions must be compatible with containerized movement whenever possible.

 

7.7         Packing will not be returned unless otherwise specified in the purchase order.

 

 

8. TYPES OF PACKING

 

8.1         Domestic Packing

 

8.1.1      Packing cases and open crates made of timber must be treated in accordance with ISPM15, marked accordingly, and constructed to a recognized standard.

 

8.1.2      Open crates may be used for packing items not requiring water and moisture proofing and which will not suffer damage caused by exposure to the environment.

 

8.1.3      Drums, bags, and sacks shall be water resistant, of sufficient strength to withstand frequent handling, and be palletized. Paper or hessian bags or sacks are not acceptable.

 

8.1.4      Crepe cellulose wadding and wrapping or equally efficient cushioning material shall be used to protect fragile items.

 

8.1.5      Pallets made of timber are acceptable but shall be strong enough to support the equipment through all stages of shipment. Equipment shall be secured to pallets and covered to avoid the incursion of dirt and moisture. Vulnerable projections shall be suitably protected.

 

8.1.6      Cartons are acceptable if the overall package weight does not exceed 50 kg (110 lbs) and the contents are packed to avoid movement during transit. Cartons shall withstand moisture and dirt incursion.

 

8.2         Export Packing When Requested by the Shipper/Buyer

 

8.2.1      Packing cases and open crates shall be made of timber and treated in accordance with ISPM15, marked accordingly, and constructed to a recognized standard. Fiber-board, triwall cases, cartons, bags, sacks, and pallets are not suitable as an outer package for export packing.

 

8.2.1.1   Any required certification for the country of destination shall be provided.

 

8.2.2      All cases and crates shall be constructed to allow for the following external influences and to withstand the loads imposed by them:

 

• Handling by forklift truck (the base must allow access by the forklift).

 

• Lifting by slings (the case or crate shall be strong enough to withstand crushing or chafing by the slings where they pass around the top and bottom corners).

 

• Reasonable over-stowage by other packages.

 

8.2.3   Packing cases shall be used for packing goods requiring water and moisture-proofing. The containers shall be lined with waterproof material and, after the item has been packed, a waterproof cover shall be placed on top so that the resulting case is waterproof. A lid shall then be fixed down onto the container to give a good fit and, if necessary, wooden supports with metal corners or side-edge straps added for reinforcement. For long-term storage, a humidity indicator shall be fitted to the aluminum-foil vacuum pack and shall be clearly visible through an observation point in the packing case.

 

 

8.2.4   Complete waterproofing shall be obtained by using a vacuum-pack system with heat-sealed seams. Any sharp edges that can tear or damage the vacuum pack shall be protected to keep them from doing so.

 

 

9. HAZARDOUS MATERIALS

 

9.1      The supplier shall perform the following:

 

9.1.1   Hazardous items shall be packed separately from other hazardous and nonhazardous items in accordance with the relevant regulations for the packing of such materials for the method of transportation.

 

9.1.2   Packing shall be clearly marked, identifying the technical name and the nature of the hazard.

 

9.1.3   A copy of the Technical Data Sheet for the product(s) shall be made available to the companies moving, handling, receiving, or storing the product(s). The appropriate documentation shall accompany the goods at all times during their movement.

 

9.1.4   The hazardous details shall be transmitted to the appropriate parties at the time of readiness and before shipment is made.

 

 

10. MARKING

 

10.1    The supplier shall mark packages in strict accordance with any instructions received from

Company. The size and weight of each package (height, width, and length in centimeters and/or inches; net and gross weight in kilograms and/or lbs. whichever is the acceptable standard in the country of dispatch) shall be marked on the packages.

 

10.2    Each package shall be marked on three sides minimum. If insufficient flat area is available, the marking shall be applied on plywood boards, which shall be securely fastened to the package.

 

10.3    Lettering and numbering shall be legible printed characters and shall be stenciled using paint that is water and UV-light resistant (crayon, chalk, or felt tip shall not be used).

 

10.4    Shipping marks for bundles, bags, and unpacked pieces shall be applied either to metal labels or to wooden boards and tied or fixed to the items in such a way that they cannot become detached during long-distance and ocean transport. Paper labels shall not be used.

 

10.5    On any package over 1000 kg (2205 lbs), lifting points and the center of gravity shall be marked. For any package in excess of 10 metric tons (11 U.S. tons) and/or one that has an overall dimension in excess of 5 m (16 ft), a lifting sketch shall be provided at least five days before collection or delivery.

 

10.6    Cases containing fragile items shall be labeled “FRAGILE – HANDLE WITH CARE – THIS SIDE UP” on at least three sides. The appropriate international caution symbols shall also be used.

 

10.7    Lifting points shall be clearly marked on the outside of all cases.

 

 

11. DOCUMENTATION

 

11.1    The supplier shall provide three copies of a contents list or packing list in accordance with the form attached as Appendix A to this specification, which details the ordering company’s purchase order number and itemizes all equipment and materials in each package. Other styles of contents list or packing list are not acceptable.

 

 

11.1.1    When required by the purchase order or a referenced specification, the company performing the packing shall issue a certificate stating that the contents have been checked against the contents list by a packing-company authorized representative who is independent of the packing department.

 

11.2       Suppliers shall ensure that the contents list or packing list contains no reference to prices or values, and no copy invoices shall be included in the package(s).

 

11.3       The supplier shall distribute the contents list or packing list as follows:

 

• Place one copy inside the package.

 

• Enclose one copy in a waterproof envelope or similar marked “Contents List or Packing

List” and attach it to the outside of the package.

 

• Send one copy by email, in Excel format to the Company Hersham Shipping Dept.

 

11.4       When applicable, a copy of the Company Inspection Note shall be included within the package.

 

11.5       The supplier shall ensure that all actions defined in paragraphs 11.1 to 11.4 are complete before submitting an invoice. Company reserves the right to withhold payment if this is not the case.

 

 

12. CHANGE LOG

 

Rev.	Date	Subject Matter Expert	Description of Revision
0	February 2000	Daniel Novakovich	New Document
1	May 2000	Daniel Novakovich
2	December 2005	Thomas Gaule
3	September 2006	Anthony Ball-SHIPPING
4	June 2013	Daniel Fahringer	Title Change Only
5	September 2013	Daniel Fahringer	Fixed header/footer; added rev bar to title.

 

4WGN-10001, Rev. 5, Page 7 of 7

 

Appendix A Contents List

Supplier’s Ref No:                                                                                                                                               

Supplier’s Name:                                                                                                                                                   Purchase Order No.: Suppliers Address:

 

 

IMDG Details:

 

Notes:    1. Indicate here the relevant item number from the Company purchase order.

2. Provide here a “piece small” description of each individual item shipped. More than one item description may be accompanied by the same tag number, and vice versa.