ML20204F974
| ML20204F974 | |
| Person / Time | |
|---|---|
| Site: | Fermi  |
| Issue date: | 03/04/1987 |
| From: | Agosti F, Kremer S DETROIT EDISON CO. |
| To: | |
| Shared Package | |
| ML20204F025 | List: |
| References | |
| 11.000.107, NUDOCS 8703260314 | |
| Download: ML20204F974 (14) | |
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DETROIT EDISON 11.000.107 d
FERMI 2 Revision 1 NUCLEAR OPERATIONS INTERFACINO PROCEDURE Page 1 4
l REQUISITIONING PROCESS FOR ITEMS AND SEl: VICES l
1 Approved By:
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Frank E. Agosti /s/
02/26/87 j
Vice President, Nuclear Operations Date i
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Originating Organization: Fiscal and Materials Management t
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Safety Classification: SR Revision Summary: This revision represent t
I c rp n f 11 0108 which will be superseded by this procedure. The following requirements have been added:
1 1.
POA review of Q. CO. ASME lil, and selected NX requisitions (Sections 6.1.4 and 6.1.5) 2.
Examples of requisitions not forwarded to Nuclear Procurement (Section 6.1.7) ll POA concurrence for technical changes originally reviewed by POA (Section 6.2.1.1)
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1 3.
4.
Requirements for stock items (Section 6.3), reordering stock items (Section 6.4),
requisitioning services (Section 7.0), and records (Section 8.0) j ihe following requiremerits have been changed:
s 1.
Documentation of the reason for a change request is no longer required to be on the i
Change Request form itself (Section 6.2.1.3).
2.
The responsible section head has been replaced by a signature authority in the list of j
persons verbally approving emergency requisitions (Section 6.5.3).
1. Instructions for Accessing Requisition Status System (RSS), has been deleted.
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implementation Plan: These requirements are in effect upon approval.
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Licensing commitments: The following commitments are listed against this procedure: 0870, 2569,2570,5367,5391. Action has been taken to ensure that these commitments have not been j
negated.
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i Scott E. Kremer /s/
02/23/87 l
Signature of Originator Date i
ARMS - INFORMATION SYSTEMS l
DTC TPPADM DSNhgggggq Rev 1
Date _j-d4 P7 PIS PIS File 1703 01 Recipient =f f" D T i
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0703260314 070317 l
h'DH ADUCK 05000341 i
d 11.000.107 Revision 1 4
Page 2 i
TABt.E OF CONTENTS I
Page 3
1.0 Purpose 3
2.0 Scope 3
3.0 References j
3 4.0 Definitions i
5 5.0 Responsibilities 5
6.0 Requisitioning items
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5 6.1 New Purchases Process i
6 62 Changes to Purchase Requisitions 6
6.3 Stock Items 7
6.4 Reordering Stock Items 8
6.5 Emergency Requisitions 8
7.0 Requisitioning Services 8
8.0 Records L-%
i Attachments i
1 Purchase Requisition (Nuclear)
Instructions for Completing a Purchase Requisition (Nuclear) i 2
3 Change Request (Nuclear)
Instructions for Completing a Change Request (Nuclear) 4 i
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11.000.107 Revision 1 Page 3 REQUISITIONING PROCESS FOR ITEMS AND SERVICES 1.0 PURPOSE 1.1 To provide instructions for completing and processing purchase requisitions foh items and services. This procedure also provides instructions for emergency requisitions, changes to purchase requisitions, and for requisitioning to stock.
1.2 This procedure complies with QAPRs 4 and 7.
2.0 SCOPE 2.1 This procedure applies to all Fermi 2 requisitions for items and services, except special nuclear material.
2.2 This procedure applies to any organization and/or individual requesting the procurement of items and services for use at Fermi 2. unfess precluded by other requirements.
3.0 REFERENCES
3.1 General Order (G.O.) 196, Delegation of Authority
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3.2 Materials Management System (MMS) Requisitioners Manual 3.3 Quality Assurance Program Requirements 3.3.1 OAPR 4, Procurement Document Control 3.32 QAPR 7, Control of Purchased Material, Equipment and Services l
3.4 Nuclear Operations interfacing Procedures 3.4.1 NOIP 11.000.110. Prc, uring items and Services (later) i 3.4.2 NOIP 11.000.124, Verification of Initial Personnel Qualifications 4.0 DEFINITIONS l
l 4.1 Commercial Grade item - Item that is:
i' 4.1.1 Not subject to design or specification requirements unique to nuclear-related facilities or activities licensed by the Nuclear Regulatory l
Commission (NRC)
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4.1.2 Used in applications other than nuclear-related facilities or activities l
licensed by the NRC i
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l 11.000.107 Revision 1 Page 4 4.1.3 To be ordered from the supplier on the basis of specifications set forth in the manufacturer's published product description 4.2 Commodity / Service Code - Designation of the commodity category that has been assigned to an item by Edison.
4.3 Dedication - Designation of a commercial grade item for use as a safety-related item, which is accomplished through inspection, test, source surveillance, or other means that provide evidence of product quality.
4.4 Emergency Spare Quantity (ESQ) - A quantity of stock items that is set aside for use in an emergency to ensure prompt restoration of service.
4.5 ltem - Any level of unit assembly, including structure, system, subsystem, subassembly, component, part, or material.
4.6 Procurement Classification / Purchase Code (Edison Code) - A classification / codification of items to be purchased that identifies the procurement quality requirements as a function of the quality of the intended application.
4.6.1 O or Safety-Related Classification - ltem to be used in a safety-related application that shall be procured as safety-related from a supplier with an approved quality assurance program 4.6.2 Safety-Related - CO or Commercial Quality Classification - ltem to be used in a safety-related application that shall be procured as commercial grade and dedicated prior to acceptance for plant use 4.6.3 Nonsafety-Related NX Classification - Item to be used in a nonsafety-related application with special quality requirements 4.6.4 Nonsafety-Related or NO Classification - Item to be used in a nonsafety-related application with no special quality requirements 4.6.5 ASME I!! Classification - Item to be used in a safety-related or nonsafety-related application, but covered by the American Society of Mechanical Engineers (ASME) Boiler and Pressure Vessel Code, Section ill, Divisions 1 and 2 4.7 Procurement Documents - Documents such as purchase requisitions, orders, buyer worksheets, description inquiries (DSCINQs), and change requests that identify and define the requirements that items or services must meet to be acceptable by the purchaser, 4.8 Purchase Requisition (Nuclear) (Attachment 1) - The Edison form (DE 963-2694) used to requisition new items or services. Attachment 2 provides instructions for completing this form.
4.9 Requisition Status System (RSS) - A computerized informational system for the tracking and statusing of purchase requisitions. Information for each purchase requisition is entered into this system by the groups involved in the requisitioning process as they complete each step.
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11.000.107 Revision 1 Page 5 4.10 Service - The performance of activities such as design, fabrication, inspection, modification, nondestructive examination, repair, installation, audit. surveillance, training, and consultation.
4.11 Supplier - Any individual or organization that furnishes items or services to the specifications of a purchase document. This definition includes the terms vendor, seller, contractor, subcontractor, fabricator, consultant, and subtier levels.
4.12 Technical Review - An evaluation performed on requisitions in accordance with approved Nuclear Engineering procedures to ensure that all technical and quality aspects for safety-related/nonsafety-related. ASME/non-ASME items are addressed.
5.0 RESPONSIBILITIES 5.1 Nuclear Procurement has primary responsibility for implementing this procedure.
5.2 The following organizations or individuals are also required to take actions by this procedure:
5.2.1 The requisitioner 5.2.2 The Materiel Engineering Group (MEG) 5.2.3 Procuroment Quality Assurance (POA) 5.2.4 The Nuclear Materials group 6.0 REQUISITIONING ITEMS 6.1 New Purchases Process 6.1.1 The requisitioner shall prepare a Purchase Requisition (Nuclear)
(Attachment 1) as described in Attachment 2. The requisition shall then be forwarded to the Nuclear Materials group.
6.1.2 The Nuclear Materials group shall review the requisition and forward it to the MEG for technical review.
6.1.3 The MEG shall perform the technical review, sign the requisition, obtain PGA concurrence when required, and forward the requisition to the l
Nuclear Materials group.
6.1.4 PQA shall perform a review of each Q. CQ, and ASME Ill requisition and sign the requisition, indicating concurrence. This concurrence shall depend on fulfillment of requirements contained in approved POA procedures.
6.1.5 As determined by the MEG, PQA may be requested to review and sign requisitions for NX items.
r 11.000.107 Revision 1 Page 6 6.1.6 The Nuclear Materials group ensures that the requisition is:
1.
Reviewed for prcper approvals 2.
Completed in scordance with MMS requirements 3.
Copied and filaa for ready retrieval when items arrive 6.1.7 All requisitions shall be forwarded to Nuclear Procurement for preparation of a purchase order, except for those that do not require purchase orders. Examples of requisitions not forwarded to Nuclear Procurement are Contract Agreement-Stockless Purchasing (CASP) orders, shop orders, sub orders. petty cash, requisition on stores, and 3
requisitions for fabrication, upgrading, calibration, or testing at Warren Service Center.
6.2 Changes to Purchase Requisitions 6.2.1 The individual needing a change for requested items or services should either access RSS or contact Nuclear Procurement to determine if a purchase order has been issued.
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1.
If a purchase order has not been issued, changes may be made to the original procurement document. Technical changes shall be evaluated by the MEG. If onginally reviewed by POA, the technical change shall require PGA concurrence.
2.
If a change is required after a purchase order has been issued, a Change Request (Nuclear) (Attachment 3), with a copy of the purchase order attached, shall be initiated in accordance with the instructions provided in Attachment 4. Reviews shall be made in accordance with Sections 6.1.2 through 6.1.5.
NOTE: Changes that do not affect technical or quality assurance requirements need not be reviewed by the MEG or PQA. Examples of such changes are price, quantity, priority, and cosmetic.
3.
The reason for the change should be documented.
l3 4.
Cancelled items are considered changes that require review by the original technical and POA reviewers.
6.2.2 The completed Change Request (Nuclear) shall be forwarded to the Nuclear Materials group.
6.3 Stock items l
6.3.1 After items purchased for stock are received and accepted, a Request To Stock (RTS) form shall be prepared and checked by Nuclear Materials.
Descriptions and technical and quality assurance information shall be consistent with information indicated on the approved requisition.
6.3.2 The RTS form shall then be forwarded to General Purchasing's Standards Division for stock number issuance.
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11.000.107 Revision 1 Page 7 6.3.3 General Purchasing shall meet MMS requirements.
6.4 Reordering Stock Items 6.4.1 When the quantity of stock items is reduced to its established reorder point or below the ESO. the buyer worksheet for reorder of items is automatically generated by the MMS and routed to Nuclear Procurement.
6.4.2 Nuclear Procurement shall verify receipt of the buyer worksheet by date-stamping.
6.4.3 An assigned buyer shall review the buyer worksheet to determine if the ship to work / location is Fermi 2 and if a technical review is applicable.
NOTE: A technical review is not required when the buyer worksheet is to be cancelled, the quantity is to be added to a previously evaluated worksheet, or the worksheet is a credit-only item return.
6.4.4 The buyer worksheet shall be forwarded to the MEG for a technical review.
6.4.5 Buyer worksheets and changes thereto shall be subject to original technical review controls as applicable.
6.4.6 The MEG shall forward each O. CO, or ASME Section ill buyer worksheet
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to POA for review in accordance with approved POA procedures. Any comments shall be resolved with the MEG. When POA concurrence is obtained, the MEG shall receive the buyer worksheet and/or change from POA and forward the original to Nuclear Procurement and a copy to the Nuclear Materials group.
6.4.7 The Nuclear Materials group receives the copy of the buyer worksheet and uses it as a requisition. Upon receipt of a copy of the purchase order, the copies of the buyer worksheet and purchase order are matched and filed until the items are received. If the MEG has made any description changes on the buyer worksheet, the Nuclear Materials group uses a PD 36 (Standards Suggestion for Spare Parts, Standards and Tools Catalogs form) to change the description in MMS.
6.4.8 Nuclear Procurement personnel shall comply with MMS requirements and I
shall:
1.
Issue a purchase order to fulfill buyer worksheet requirements.
2.
Review buyer worksheets regarding purchase codes and PQA and MEG review.
I 3.
Ensure that any item or QA level changes for Q, CQ, ASME, or NX items have been reviewed by the MEG.
4.
Ensure that any item or QA level changes for Q, CO, or ASME items have been reviewed by PQA.
11.000.107 Revision 1 Page 8 6.5 Emergency Requisitions Spare / replacement parts may be procured on an ~ emergency" basis. When this is done, the procurement shall undergo the same review and approval as stated in Section 6.1. However, reviews and approvals may be given verbally rather than on the documents themselves. When verbal approvals are given, the requisitioner shall obtain signatures from these groups on the requisition the following workday.
Verbal approval shall be obtained from each of the following:
6.5.1 The MEG 6.5.2 PQA for Q CO, and ASME items 6.5.3 A signature authority 6.5.4 Nuclear Procurement 7.0 REQUISITIONING SERVICES 7.1 Requisitions for services shall meet all requirements of Section 6.0.
7.2 Requisitions for services shall also meet the requirements of NOlP 11.000.124.
7.3 Plant-related items to be provided by a supplier representative shall be included on the requisition to ensure proper review by the MEG. If the supplier brings items on site not included on the requisition, a new requisition or change request shall be written and processed prior to installation. Plant-related items provided by a supplier representative in an emergency shall meet the requirements of l
Section 6.5.
8.0 RECORDS Purchase requisitions, change requests, and buyer worksheets become part of the purchase order package and shall be maintained in accordance with NOIP 11.000.110.
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11.000.107 Revision 1 Page 9 ATTACHMENT 1 PURCHASE REQUISITION (NUCLEAR)
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l 11.000.107 Revision 1 Page 10 ATTACHMENT 1 (Continued)
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11.000.107
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Revision 1 l'-
Page 11 ATTACHMENT 2 INSTRUCTIONS FOR COMPLETING A PURCHASE REQUISITION (NUCLEAR) i 6
Obtain Purchase Requisition / DECO Stock Form DE 963-2694. Forms are available from supervisors and must be filled out in black ink or typewritten.
1.
Enter 6-digit requisition number to complete 5 sequence. Call Materials Group Office, Warehouse B, for requisition number 2.
Enter date when requisition is written.
4 3.
Enter requisition department (available from division supervisor).
i 4.
Obtain authorized signature and I.D. number in accordance with G.O.196. Fermi Authorized Signature List available from group supervitor. Signature authority enters employe I.D. number.
5.
Enter date items are rcquired at job site if all items require same date. Enter date at item entry (13) if items have different required dates.
j 6.
Enter priority code if allitems have the same priority code. Refer to codes below, Enter priority codes at item entry (14) if items have different priority codes.
PRIORITY CODES
established by the buyer.
- M" - More than full lead time allowed. Used when orders are placed in advance of normal l
lead time, which is possible due to product market.
"A" - Full lead time allowed. Used when delivery is required within the normal lead time for that item. (For normal lead time, see Materials Clerk.)
- B* - Less than full lead time allowed. Used when the item is required at destination in i
less than normal or full lead time. Neither special transportation nor supplier overtime are 1
authorized.
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- U* - No lead time allowed. Used when there is an urgent need for the item. Special transportation is authorized, supplier overtime is not.
- E" - No lead time allowed. Used when the item is considered an emergency. Special l
transportation and supplier overtime are authorized.
- EE" - No lead time allowed. Used for a generation-related item, and then only when the need for the item is critical. Usage of this code means generation availability has been affected and there is a loss of megawatts. Only Plant Superintendents or their superiors are authorized to sign *EE" coded requisitions.
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11.000.107 Revision 1 Page 12 i
a ATTACHMENT 2 (Continued) 7.
Total order estimate optional entry for requisitioner. Requisitioner should have i
estimate of total order for signature authority purposes.
8.
Enter use for items and applicable PIS number. Include term "New Stock" for new stock requests. Enter use at item entry (16) if items have different uses.
I 9.
Enter number of work order that accepts charges for items. Enter at item entry (17) if more than one work order is required. Obtain work order number from superviser.
10.
Enter number of items desired.
11.
Enter appropriate abbreviation for unit of measure being requisitioned, for example: ea
= each, bbi = barrels.
12.
Enter unit price. If price is unavailable to requisitioner, give estimate.
13.
Enter required date if total order has different required dates. Required date block (5) should be blank.
14.
Enter priority code if different for each item. Priority code block (6) should be blank.
15.
Enter description of item. Use original item description when possible, a.
Use catalog description when available. (Noun first; for example: Bearing, roller, duplex.)
b.
Include catalog name, date, and page number if available.
c.
ASME Code items require ASME section class, year, and addenda.
d.
Attach copies of drawings, DERs, etc., to aid technical and QA reviewers in determining where item will be used and that it is being added properly.
16.
Enter use if different for each item. Use block (8) should be blank.
17.
Enter work order numbers and corresponding allocated percentage, as applicable, when different for each item. Work order number block (9) should be blank.
i 18.
Enter Edison number if applicable (refers to Edison stock). Leave blank if unknown.
19.
If necessary, complete Purchase Requisition Cnntinuation Sheets (Form DE 963-3591).
l Enter requisition, page, and item numbers, then follow Steps 10-18.
20.
Enter total number of item entries for all pages.
21.
Enter sum of item quantities for all pages.
22.
Enter total number of pages on first page and on all subsequent pages.
AT THIS POINT, THE PURCHASE REQUISITION IS TO BE SENT TO THE NUCLEAR MATERIALS GROUP l
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11.000.107 Revision 1 Page 13 O
ATTACHMENT 3 CHANGE REQUEST (NUCLEAR)
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11.000.107 Revision 1 Page 14 ATTACHMENT 4 INSTRUCTIONS FOR COMPLETING A CHANGE REQUEST (NUCLEAR)
If a change is required after the purchase order or change order has been issued, a Change Request (Form DE 963-6361) must be initiated. Forms are available from supervisors anc must be filled out in black ink or typewritten.
1.
Enter original purchase order number, and attach original purchase order if available.
2.
Enter current date.
3.
Obtain authorized signature and I.D. number in accordance with G.O.196. Fermi i
Authorized Signature List available from group supervisor. Signature authority enters employe I.D. number.
4.
Check Change item or Add item, and complete other item entry changes that may apply.
5.
Enter new item number. Change in item description or QA level shall be forwarded to a technical reviewer. Changes that do not affect technical or PQA requirements need not be reviewed by a technical reviewer. (if in doubt. contact MEG and/or PQA.)
AT THIS POINT, THE CHANGE REQUEST IS TO BE SENT TO THE NUCLEAR MATERIALS GROUP END
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