How to Evaluate Magnetic Drive Pump Vendor Quotations - TBE Guide
Complete technical bid evaluation guide for magnetic drive pumps including scoring methodology, common deviations, red flags, and lifecycle cost analysis for Equipment Engineers.
API 685ISO 15783
TBE Evaluation Categories
Weighted Scoring Matrix
| Category | Weight | Key Evaluation Points |
|---|
| Technical Compliance | 40-50% | Hydraulic performance, magnetic coupling, protection |
| Materials of Construction | 15-20% | Chemical compatibility, corrosion resistance |
| Vendor Experience | 10-15% | References, manufacturing history, service |
| Delivery Schedule | 10-15% | Project schedule alignment |
| Lifecycle Cost | 10-15% | Energy, maintenance, spare parts |
| Documentation Quality | 5-10% | Completeness, clarity, compliance |
Technical Compliance Evaluation
| Parameter | What to Verify | Acceptance Criteria |
|---|
| Rated Flow | Meets duty point | Within ±2% of specified |
| Rated Head | At rated flow | Within ±2% of specified |
| Efficiency | Compare at BEP and rated | -5% tolerance |
| NPSHr | Below NPSHa | NPSHa - NPSHr ≥ 0.5m |
| Operating Range | Covers all conditions | 70-120% of BEP minimum |
Critical Check: Request performance curves and verify duty point falls within preferred operating region (80-110% of BEP).
Magnetic Coupling Design
| Parameter | What to Verify | Why It Matters |
|---|
| Magnetic Loss | kW at duty point | Motor sizing, energy cost |
| Coupling Torque | Rating vs required | Decoupling prevention |
| Service Factor | Per API 685 | Safety margin |
| Magnet Material | NdFeB vs SmCo | Temperature capability |
| Max Temperature | vs process + eddy heat | Demagnetization prevention |
Protection Systems (Critical)
| Protection | Status | Notes |
|---|
| Power Monitor | MANDATORY | Detect dry-run, decoupling |
| Temperature Sensor | MANDATORY | Bearing/shell protection |
| Dry-Run Protection | MANDATORY | Flow switch or under-current |
| Minimum Flow Device | As Required | Orifice or ARC valve |
Reject if: Power monitor or dry-run protection not included
Materials Evaluation
Wetted Components Checklist
| Component | Verify Against | Common Issues |
|---|
| Casing | Process chemical | Chloride attack on SS |
| Impeller | Corrosion + erosion | Material mismatch |
| Containment Shell | Temp + chemical | Wrong grade Hastelloy |
| Bearings | Fluid compatibility | pH extremes |
| Magnet Encapsulation | Chemical + temp | Inadequate protection |
Material Deviation Analysis
| Deviation | Risk Level | Action |
|---|
| Alternative equivalent alloy | Medium | Request corrosion data |
| Different bearing material | High | Verify with fluid |
| Metallic vs non-metallic shell | Medium | Check efficiency impact |
| Different magnet encapsulation | High | Verify compatibility |
Scoring Methodology
Scoring Scale
| Score | Definition | Criteria |
|---|
| 5 | Excellent | Fully compliant + exceeds requirements |
| 4 | Good | Fully compliant with all requirements |
| 3 | Acceptable | Minor deviations, acceptable with clarification |
| 2 | Marginal | Significant deviations, needs major clarification |
| 1 | Unacceptable | Does not meet minimum requirements |
| 0 | Non-compliant | Missing or completely non-responsive |
Sample Evaluation Matrix
| Criteria | Weight | Vendor A | Vendor B | Vendor C |
|---|
| Hydraulic Performance | 20% | 4 | 5 | 3 |
| Magnetic Coupling Design | 15% | 4 | 4 | 4 |
| Materials Compatibility | 15% | 5 | 4 | 4 |
| Protection Systems | 10% | 3 | 5 | 4 |
| Vendor Experience | 10% | 5 | 4 | 3 |
| References | 5% | 5 | 3 | 2 |
| Delivery | 10% | 4 | 4 | 5 |
| Lifecycle Cost | 10% | 3 | 4 | 4 |
| Documentation | 5% | 4 | 4 | 3 |
| Weighted Score | 100% | 4.05 | 4.25 | 3.60 |
Common Deviations
Hydraulic Deviations
| Deviation | Risk | Evaluation Guidance |
|---|
| Oversized impeller | Medium | Check efficiency at duty point |
| Lower NPSHr margin | High | Verify ≥0.5m margin remains |
| Flat curve near shutoff | High | Not suitable for parallel operation |
| Different speed | Medium | Verify motor compatibility |
Material Deviations
| Deviation | Risk | Evaluation Guidance |
|---|
| Alternative alloy | Medium-High | Request corrosion data |
| Different bearing material | High | Verify with process fluid |
| Metallic vs non-metallic shell | Medium | Check efficiency impact |
Design Deviations
| Deviation | Risk | Action |
|---|
| No power monitor | Critical | REJECT |
| No dry-run protection | Critical | REJECT |
| Lower magnetic torque rating | High | Risk of decoupling |
| Different coupling configuration | Medium | Verify performance |
Red Flags in Vendor Proposals
Critical Red Flags (Potential Rejection)
| Red Flag | Why It Matters |
|---|
| No power monitor included | Undetected dry-run = magnet damage |
| Inadequate magnetic torque margin | Decoupling during transients |
| Missing dry-run protection | Bearing failure in seconds |
| Pump not rated for specified temp | Demagnetization risk |
| No eddy current loss data | Cannot verify motor sizing |
| Claiming solids handling | Mag-drive cannot handle solids |
Warning Signs (Require Clarification)
| Warning Sign | Questions to Ask |
|---|
| Significantly lower price | What is excluded from scope? |
| Very short delivery | Is this proven design or new? |
| Limited reference list | Request extended warranty |
| Incomplete data sheets | Request full completion |
| Vague deviation descriptions | Request detailed clarification |
Lifecycle Cost Analysis
Cost Components (15-20 Year Life)
| Component | % of LCC | Notes for Mag-Drive |
|---|
| Initial Purchase | 10% | Higher than sealed pumps |
| Energy | 40% | Include magnetic losses |
| Maintenance | 25% | Lower - no seal maintenance |
| Operations | 15% | Similar to sealed pumps |
| Downtime | 5% | Lower - better MTBF |
| Disposal | 5% | Similar to sealed |
Comparison: Mag-Drive vs Sealed Pump
| Factor | Sealed Pump | Mag-Drive |
|---|
| Initial Cost | Lower | 20-40% higher |
| Energy Cost | Lower | 10-15% higher |
| Seal Maintenance | $500-5,000/year | $0 |
| MTBF | 2-5 years | 8-10+ years |
| Environmental Cost | Potential leaks | Zero emissions |
| Total 10-year Cost | Baseline | Often 10-20% lower |
Energy Cost Calculation
Annual Energy Cost = (Power × Hours × Rate) / Efficiency
Example:
- Motor power: 15 kW
- Operating hours: 8,000 hr/year
- Energy rate: $0.10/kWh
- Include eddy losses: +2 kW
Annual cost = (17 × 8000 × 0.10) = $13,600/year
Required Guarantees (per API 685)
| Parameter | Tolerance | Verification |
|---|
| Flow at rated point | ±2% | Factory test |
| Head at rated point | ±2% | Factory test |
| Efficiency | -5% | Factory test |
| NPSHr | -0% / +10% | Factory test |
| Power | +4% | Factory test |
Additional Guarantees to Request
| Guarantee | Typical Terms |
|---|
| Mechanical Warranty | 18-24 months from shipment |
| Performance Warranty | Same as mechanical |
| MTBF Guarantee | 5-8 years minimum |
| Spare Parts Availability | 10-15 years |
| Magnet Life | 10+ years at rated conditions |
Vendor Experience Requirements
Reference Requirements
| Criterion | Minimum | Preferred |
|---|
| Number of References | 3 | 5+ |
| Similar Fluid Type | Same family | Identical fluid |
| Operating Pressure | Within 20% | Same or higher |
| Operating Temperature | Within 20% | Same or higher |
| Operating Duration | 1 year | 3+ years |
Questions for References
- How long has the pump been in operation?
- What has been the MTBF?
- Have there been bearing or magnet failures?
- What was vendor response to warranty claims?
- Would you purchase from this vendor again?
- Any operating limitations discovered?
- Quality of documentation?
- Spare parts availability?
Documentation Requirements
With Quotation
For Final Documentation
| Phase | Documents |
|---|
| Kickoff | Quality Plan, Schedule, Sub-vendor list |
| Manufacturing | Material Certs, NDT Reports, Progress |
| Testing | Test Procedures, Reports, Certificates |
| Shipment | Final Drawings, O&M Manual, Databook |
TBE Process Summary
1. RECEIVE BIDS
↓
2. INITIAL SCREENING (completeness, deviations)
↓
3. TECHNICAL EVALUATION (score against criteria)
↓
4. ISSUE TECHNICAL CLARIFICATION (TCL)
↓
5. RECEIVE CLARIFICATIONS
↓
6. UPDATED EVALUATION (re-score)
↓
7. LIFECYCLE COST ANALYSIS
↓
8. PREPARE TBE REPORT
↓
9. SUBMIT FOR APPROVAL
↓
10. TECHNICAL AWARD RECOMMENDATION
Key Takeaways
Must-Verify Items
- Power monitor - mandatory protection
- Magnetic torque rating - adequate margin
- Bearing material - appropriate for fluid
- Containment shell - compatible material
- NPSHr margin - minimum 0.5m below NPSHa
Must-Request Items
- Magnetic loss data at duty point
- Complete deviation list
- Verified reference list
- API 685 compliant data sheets
- Lifecycle cost estimate
Must-Reject Conditions
- No dry-run protection provided
- No power monitor in scope
- Inadequate magnetic torque
- Pump not rated for temperature
- No proven references