Training on Procurement of Refinery Equipment

Specialized Training for Procurement Engineers in Oil Refining and Petrochemical Projects

Pertecnica Engineering offers an advanced certification program focused on the procurement of refinery equipment, designed specifically for professionals working in upstream and downstream oil & gas projects. The course provides deep insights into the sourcing, inspection, and commercial handling of critical refinery machinery, piping systems, instrumentation, and safety devices used in crude distillation, cracking, reforming, and treatment units.

This is a project-ready program with real-time documentation formats, vendor strategies, and international compliance frameworks that refinery procurement engineers must know to successfully manage capital equipment orders and commissioning packages.

 

Course Modules

1. Process Understanding of Refining Units

  • CDU, VDU, Hydrocracker, Reformers, Desulfurization units

  • Process flow diagrams and identifying key equipment

  • Interface between mechanical, E&I, civil, and automation packages

2. Equipment Package Scoping and RFQ Drafting

  • Preparation of requisition for Reactors, Columns, Furnaces, Pumps, Compressors

  • Rotating and Static equipment specs: capacity, metallurgy, design pressure

  • Piping and valve packages, steam traps, gaskets, flame arrestors

  • Skid packages: chemical dosing, flare systems, ESD systems

3. Vendor Evaluation and Documentation

  • OEM qualification criteria and vendor capability analysis

  • API and PESO compliance documentation

  • Reviewing technical datasheets, performance curves, GA drawings

  • Key vendor documents: QAP, ITP, P&ID conformity

4. Quality Inspection and Testing

  • FAT protocols for rotating and static equipment

  • NDT, hydrotest, PMI, hardness test, radiography for weld joints

  • Testing of instrumentation devices: flow meters, transmitters, PLC panels

  • ATEX and IP-rating inspections for hazardous area devices

5. Logistics and Delivery Planning

  • Marine and inland transport: packing norms for reactors and exchangers

  • Route planning for oversize cargo

  • Delivery coordination with site teams and erection contractors

  • Export packing, preservation, and tagging systems

6. Commercial Contract Management

  • Typical LD clauses for refinery delays

  • AMC contracts and spare part provisioning

  • Procurement budget planning and cost controls

  • EPC integration, milestone-based invoicing, and vendor obligations

Model Case Studies

Case Study 1: Multimillion-dollar delay in reactor installation due to scope misalignment in piping specs
→ Learn how proper RFQ and datasheet linking could have prevented this.

Case Study 2: Failure of heat exchanger due to mismatch in metallurgy and process fluid
→ Understand MOC selection and cross-department verification processes.

Case Study 3: FAT rejection of flame arrestor due to missing ATEX certification
→ Learn the FAT checklist essentials for hazardous-area equipment.

Case Study 4: Vendor delay in compressor supply due to unclear inspection stages
→ Discover the importance of QAP alignment and milestone monitoring.

 

Who Should Join This Course

  • Procurement Engineers and EPC Buyers in Oil & Gas Refineries

  • Mechanical, Instrumentation, or Chemical Engineers in Procurement Roles

  • Contract Engineers and Tendering Professionals for Refinery Projects

  • QA/QC Engineers involved in vendor inspection and certification

  • Project Planning and Material Coordination Teams in Oil & Petrochem Projects

  • Vendor Development and Supply Chain Managers

Why This Course Is Critical

Refinery projects are highly technical, hazardous, and deadline-sensitive. Delays or errors in procurement can cause millions in losses due to equipment mismatches, spec failures, or delayed commissioning. Refinery equipment procurement involves:

  • High-pressure, high-temperature applications (HPHT)

  • Compliance with API, ASME, ASTM, ATEX, and PESO standards

  • Long-lead machinery such as distillation columns, heat exchangers, reactors, reformers, compressors

  • Interfacing multiple vendors and packages under a single commissioning schedule

This course ensures that you understand every dimension of refinery procurement—from RFQ to FAT to site delivery.

 

What You’ll Learn

  • How to prepare refinery-grade procurement specifications

  • RFQ formats for static, rotating, and E&I equipment

  • Conduct FAT, vendor audits, and documentation reviews

  • Manage logistics for large refinery equipment

  • Understand commercial and contractual handling of refinery procurement

What You’ll Receive

  • Certification in Procurement of Refinery Equipment

  • Editable RFQ formats, datasheets, inspection checklists, and sample QAP

  • Case study book with refinery procurement issues and resolutions

  • Post-course mentoring for real-time project support

  • Templates for bid evaluation, FAT report formats, and supplier documentation

 

Course Details

  • Course Start Date: Please contact us for more details

  • Course Fee: Flexible payment options available

  • Admissions Contact: +91-7842430123

  • Duration: 3 Weeks | Intensive + Documentation Based Training

  • Mode: Online Sessions with Live Q&A + Case Files & Templates Download

 

Why Pertecnica Engineering

Pertecnica Engineering is India’s top choice for procurement engineering certification, with deep domain expertise in oil & gas, petrochemical, and refinery sectors. Our course is practical, document-oriented, and globally relevant—trusted by EPC firms, O&M teams, and corporate L&D programs.

Take Your Procurement Career to the Core of the Refining Industry

Get certified. Get skilled. Get project-ready.

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