What is the most critical item on a mag-drive pump checklist?

Protection systems verification is most critical. Ensure power monitor and dry-run protection are included in the scope. Without these, a mag-drive pump can fail catastrophically within seconds of a process upset.

How do I score vendor proposals objectively?

Use a weighted scoring matrix with predefined criteria. Assign weights based on project criticality (typically 40-50% for technical compliance). Score each vendor 0-5 against each criterion and calculate weighted totals.

What documentation should vendors provide with quotation?

Required: Completed datasheet, deviation list, preliminary curves, GA drawing, reference list, delivery schedule, and spare parts list. Missing documents should trigger a technical clarification request.

Magnetic Drive Pump Vendor Proposal Review Checklist

1. Technical Compliance Checklist

General Requirements

Item	Yes	No	N/A
Vendor on Approved Vendor List (AVL)	□	□	□
Pump complies with MR specification	□	□	□
API 685 compliance confirmed	□	□	□
Deviations clearly listed	□	□	□
All TQ responses addressed	□	□	□

Process Requirements

Item	Specified	Offered	Acceptable
Rated flow (m³/h)			□ Yes □ No
Rated head (m)			□ Yes □ No
NPSHr vs NPSHa			□ Yes □ No
Operating temperature (°C)			□ Yes □ No
Design pressure (barg)			□ Yes □ No
Minimum flow (m³/h)			□ Yes □ No
Maximum flow (m³/h)			□ Yes □ No

Mechanical Requirements

Item	Yes	No
Nozzle size and rating correct	□	□
Flange standard (ASME/DIN) correct	□	□
Baseplate design adequate	□	□
Coupling guard included	□	□
Drain and vent connections	□	□

2. Design Review Points

Containment Shell

Item	Specification	Offered	Status
Material			□ OK □ Deviation
Thickness (mm)			□ OK □ Deviation
Design pressure (barg)			□ OK □ Deviation
Burst pressure (barg)			□ OK □ Deviation
Shell type (metallic/non-metallic)			□ OK □ Deviation
Secondary containment	□ Req’d □ N/A	□ Yes □ No

Magnetic Coupling

Item	Yes	No
Magnet type appropriate for temperature	□	□
Torque rating exceeds requirement + SF	□	□
Service factor per API 685	□	□
Eddy current losses provided	□	□
Demagnetization temp stated	□	□

Magnet Type Comparison:

Type	Max Temp	Torque	Cost	Appropriate?
NdFeB Standard	80°C	Highest	Lower	□
NdFeB High-Temp	150-200°C	High	Medium	□
SmCo	300-350°C	High	Higher	□

Bearing Design

Item	Specified	Acceptable
Bearing material		□ Yes □ No
Bearing type		□ Yes □ No
L10 life (hours)	>25,000	□ Yes □ No
Thrust capacity		□ Yes □ No

Bearing Material Comparison:

Material	pH Range	Dry-Run	Best For
SiC	0-14	Poor	General
Carbon	3-12	Good	Clean fluids
WC	3-10	Poor	Caustics

Internal Flushing

Item	Yes	No
Internal circulation path adequate	□	□
Cooling flow sufficient for magnets	□	□
Bearing lubrication flow adequate	□	□

3. Material Verification

Wetted Parts

Component	Required	Offered	Compatible	Notes
Casing			□ Yes □ No
Impeller			□ Yes □ No
Wear rings			□ Yes □ No
Containment shell			□ Yes □ No
Internal bearings			□ Yes □ No
Shaft/sleeve			□ Yes □ No
O-rings/seals			□ Yes □ No

Compatibility Checks

Check	Yes	No
Materials verified against corrosion chart	□	□
Temperature limits within specification	□	□
Materials compatible with cleaning fluids	□	□
MTR (Mill Test Reports) required	□	□

4. Performance Curve Review

Data Verification

Item	Yes	No
Performance curve provided	□	□
Rated point clearly marked	□	□
BEP identified	□	□
NPSHr curve provided	□	□
Power curve provided	□	□
Efficiency curve provided	□	□

Operating Point Analysis

Parameter	Value	Within Range?
Duty point flow vs BEP	%	□ 70-120% OK
Duty point head vs rated	%	□ OK
Minimum stable flow	m³/h	□ Adequate
Power at duty point	kW	□ Within motor
NPSHr at duty point	m	□ < NPSHa-0.5m

Magnetic Coupling Losses

Item	Value	Notes
Eddy current loss (kW)
Friction loss (kW)
Total magnetic loss (kW)
Temperature rise at min flow (°C)
Total temp < Magnet MAT?	□ Yes □ No	Critical

5. Instrumentation Review

Required Protection Systems

Instrument	Required	Offered	Acceptable
Power monitor	□ Yes □ No	□ Yes □ No	□
Bearing temperature (RTD/TC)	□ Yes □ No	□ Yes □ No	□
Shell temperature (RTD/TC)	□ Yes □ No	□ Yes □ No	□
Minimum flow protection	□ Yes □ No	□ Yes □ No	□
Vibration monitor	□ Yes □ No	□ Yes □ No	□

Alarm/Trip Settings

Parameter	Alarm	Trip	Acceptable
Bearing temperature	°C	°C	□ Yes □ No
Shell temperature	°C	°C	□ Yes □ No
Power drop %	%	%	□ Yes □ No
Low flow	m³/h	m³/h	□ Yes □ No

6. Documentation Completeness

With Proposal

Document	Provided	Complete
Completed data sheet	□	□
Deviation list	□	□
Performance curves	□	□
GA drawing	□	□
Sectional drawing	□	□
Reference list (min 3)	□	□
Delivery schedule	□	□
Spare parts list	□	□

Drawing Review

Item	Yes	No
Overall dimensions acceptable	□	□
Nozzle locations correct	□	□
Foundation loads provided	□	□
Maintenance clearances adequate	□	□

7. Commercial Terms

Warranty

Item	Required	Offered	Acceptable
Warranty period	months	months	□ Yes □ No
Warranty start			□ Yes □ No
Warranty exclusions			□ Yes □ No

Delivery

Item	Required	Offered	Acceptable
Delivery time (weeks)			□ Yes □ No
Delivery terms (Incoterms)			□ Yes □ No
Packing for export	□ Req’d	□ Yes	□

Spare Parts

List	Provided	Priced
Commissioning spares	□	□
2-year operating spares	□	□
Insurance spares	□	□
Lead times provided	□	□

8. Exception Handling

Deviation Classification

Classification	Definition	Action
Critical	Affects safety or core function	Reject or require resolution
Major	Significant performance impact	Negotiate or accept with conditions
Minor	Limited impact	Document and accept
Clarification	Information only	Note for record

Deviation Evaluation Matrix

Deviation #	Classification	Decision
1	□ C □ M □ Mi □ Cl	□ Accept □ Reject □ Clarify
2	□ C □ M □ Mi □ Cl	□ Accept □ Reject □ Clarify
3	□ C □ M □ Mi □ Cl	□ Accept □ Reject □ Clarify

9. Scoring Template

Weighted Evaluation Matrix

Category	Weight	Score (0-5)	Weighted
Technical compliance	35%
Design adequacy	25%
Performance verification	15%
Documentation quality	10%
Commercial terms	10%
Risk assessment	5%
TOTAL	100%

Scoring Rubric

Score	Description
5	Exceeds requirements, no deviations
4	Meets all requirements
3	Minor deviations, acceptable
2	Significant deviations, needs clarification
1	Major gaps, marginally acceptable
0	Does not comply

Recommendation Template

TECHNICAL BID EVALUATION SUMMARY

Project: _______________________
Tag Number: ____________________
Date: _________________________

VENDOR RANKING:
1. Vendor ___ : Score ___/5.0
2. Vendor ___ : Score ___/5.0
3. Vendor ___ : Score ___/5.0

RECOMMENDATION:
□ Award to Vendor ___
□ Award with conditions (list below)
□ Re-bid required
□ Further clarification needed

CONDITIONS/NOTES:
_________________________________
_________________________________

Prepared by: ____________________
Reviewed by: ____________________
Approved by: ____________________

Quick Reference: Must-Check Items

Non-Negotiable Requirements

Power monitor included
Dry-run protection included
Bearing temperature monitoring
Magnetic torque rating adequate
Magnet MAT > Process temp + Eddy heat + 30°C
NPSHr < NPSHa - 0.5m
Operating point within 70-110% BEP
Materials compatible with process

Automatic Rejection Criteria

No power monitor
No dry-run protection
Inadequate magnetic torque
Pump not rated for temperature
No valid references
Incomplete mandatory documentation

Magnetic Drive Pump Vendor Proposal Review Checklist

1. Technical Compliance Checklist

General Requirements

Process Requirements

Mechanical Requirements

2. Design Review Points

Containment Shell

Magnetic Coupling

Bearing Design

Internal Flushing

3. Material Verification

Wetted Parts

Compatibility Checks

4. Performance Curve Review

Data Verification

Operating Point Analysis

Magnetic Coupling Losses

5. Instrumentation Review

Required Protection Systems

Alarm/Trip Settings

6. Documentation Completeness

With Proposal

Drawing Review

7. Commercial Terms

Warranty

Delivery

Spare Parts

8. Exception Handling

Deviation Classification

Deviation Evaluation Matrix

9. Scoring Template

Weighted Evaluation Matrix

Scoring Rubric

Recommendation Template

Quick Reference: Must-Check Items

Non-Negotiable Requirements

Automatic Rejection Criteria

❓ Frequently Asked Questions

📚 References & Sources

Need Help Evaluating Vendor Proposals?

1. Technical Compliance Checklist

General Requirements

Process Requirements

Mechanical Requirements

2. Design Review Points

Containment Shell

Magnetic Coupling

Bearing Design

Internal Flushing

3. Material Verification

Wetted Parts

Compatibility Checks

4. Performance Curve Review

Data Verification

Operating Point Analysis

Magnetic Coupling Losses

5. Instrumentation Review

Required Protection Systems

Alarm/Trip Settings

6. Documentation Completeness

With Proposal

Drawing Review

7. Commercial Terms

Warranty

Delivery

Spare Parts

8. Exception Handling

Deviation Classification

Deviation Evaluation Matrix

9. Scoring Template

Weighted Evaluation Matrix

Scoring Rubric

Recommendation Template

Quick Reference: Must-Check Items

Non-Negotiable Requirements

Automatic Rejection Criteria

❓ Frequently Asked Questions

📚 References & Sources

🔗 Related Articles

Need Help Evaluating Vendor Proposals?