BH CP Service Cert IOM Xxxxxa 062921 Review1

Channel Partner
Service Center
Certification
Manual (Rev.A)
F T
R A
D
Baker Hughes Data Classification: Public

Copyright 2021 Baker Hughes Company. All rights reserved. Channel Partner Service Center Certification Manual | 1
Contents
1. Scope of Document...........................................................................................................................................................3
2. Minimum Requirements for Certifications ��3
Consolidated.............................................................................................................................................................................................. 3
Masoneilan................................................................................................................................................................................................. 4
3. Definitions of Channel Partner Certifications ��5

4. Minimum Requirements....................................................................................................................................................5
A. Service Provider Contracts.................................................................................................................................................................... 5
B. On-Line Tools......................................................................................................................................................................................... 5
1.Welcome Package . ......................................................................................................................................................................................................5
2.BOM Update Tool .........................................................................................................................................................................................................6
3.Channel Partner Portal .................................................................................................................................................................................................6
4.Channel Connect ..........................................................................................................................................................................................................6
5.Valvkeep .......................................................................................................................................................................................................................6
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6.Valves.BakerHughes.com..............................................................................................................................................................................................6
C. Masoneilan & Consolidated ValvFAST Program �� 7
D. Inventory Levels ................................................................................................................................................................................... 7
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E. Production Shop Resources.................................................................................................................................................................. 7
1 Documentation...............................................................................................................................................................................................................7
2.Hand Tools.....................................................................................................................................................................................................................8
3.Fixed Equipment............................................................................................................................................................................................................8
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4.Special Tools..................................................................................................................................................................................................................9
5.Minimum Test Systems................................................................................................................................................................................................10
F. Special Processes................................................................................................................................................................................ 11
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G. Required Valve University Graduates & Service Technicians �� 13
H. Technical Standards - Consolidated �� 14
5. Required Products & Certifications...............................................................................................................................17
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Consolidated............................................................................................................................................................................................ 17
Masoneilan............................................................................................................................................................................................... 17
6. Certification Process .....................................................................................................................................................17

Discrepancy Risk Matrix . ........................................................................................................................................................................ 20
Discrepancy Definitions............................................................................................................................................................................ 21
Service Provider Excellence Program �� 21
Appendix A: Non-ASME GTC R/A/F Process ��22

1.0 Purpose . .......................................................................................................................................................................................... 22
2.0 Scope & Applicability . ...................................................................................................................................................................... 22
3.0 Contents............................................................................................................................................................................................ 22
4.0 Process Requirements & Instructions �� 22
5.0 References........................................................................................................................................................................................ 25
6.0 Quality Records . .............................................................................................................................................................................. 26
7.0 Compliance Dates............................................................................................................................................................................. 26
Appendix B. Quality System Requirements ��27

Statement of Authorization ...................................................................................................................................................................... 27
Organization Chart .................................................................................................................................................................................. 27
Scope of Work . ....................................................................................................................................................................................... 27
Document Control / Record Retention �� 27
Drawings / Specification Control: ............................................................................................................................................................ 27
Material Contro: . ..................................................................................................................................................................................... 27
Special Processes (Welding, Paint, NDE, Heat Treatment) �� 27
Customer Related Processes ................................................................................................................................................................. 27
Valve Assembly & Disassembly .............................................................................................................................................................. 28
Valve Repair ............................................................................................................................................................................................ 28
Valve Testing ........................................................................................................................................................................................... 28
Auxiliary Lifting Device ............................................................................................................................................................................ 28
Valve Sealing and Tagging ...................................................................................................................................................................... 28
Calibration ............................................................................................................................................................................................... 28
Qualification of Equipment ...................................................................................................................................................................... 28
Non-Conformances ................................................................................................................................................................................. 28
Training/Qualification/Competency ......................................................................................................................................................... 28
Audit Programs to Include Field Audits �� 28
Exhibits..................................................................................................................................................................................................... 28
2 | Baker Hughes Copyright 2021 Baker Hughes Company. All rights reserved.
1. Scope of Document
This document is intended to be used as a reference document for Baker Hughes channel partners. It describes the
certifications that are available and the minimum requirements to achieve and maintain these certifications.
No part of this document is intended to modify or change any contractual requirements. In case of conflict between this
document and any provision in the service provider contract, the service provider contract will take precedence.
2. Minimum Requirements for Certifications

Consolidated
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Consolidated
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GTC N/A & Canada
GTC-A EU
GTC-R
GTC-A
A

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Valid Service Provider Contract X X X X
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Quality System (approved by BH) X X X X
ValvKeep X X X X
Current Channel Portal Access X X X X
Technical Standards Certifications in Accordance with Section 4 (j) X X
Minimum Inventory Levels based on MAP X X X X

Steam Test Facilities X
Air Test Facilities X X X X
Liquid Test Facilities X X X X
Field Service Capability X
Machining X X X X
Auxiliary Lift Devices X
Tooling in Accordance with Section 4 (f) X X X X
Certified Service Technicians in Accordance with Section 4 (h) X X X X
Valve University Graduates in Accordance with Section 4 (i) X X X X
Minimum Requirements for Certifications (cont.)
Masoneilan
Masoneilan
VALV FAST
MARC-P
MARC

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Valid Service Provider Contract X X X
Quality System approved by BH X X X
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Valvkeep X X X
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Current Channel Portal Access X X X
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Minimum Inventory Levels based on MAP X X X
Test Equipment in Accordance with Section (f) X X X
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Field Service Capability X X
Machining X X
Welding X X
NDE X X
Digital Tools X
Tooling in Accordance with Section 4 (f) X X X
Certified Service Technicians in Accordance with Section 4 (h) X X X
Valve University Graduates in Accordance with Section 4 (i) X X X
3. Definitions of Channel Partner Certifications
• GTC: Is a full-service Consolidated service provider channel partner that stocks inventory, supports an assigned
territory with new valve assembly, and supports all service requests in their assigned territory. The GTC will have
the capability and ASME/NBIC certifications to assemble, repair, and test Section I and VIII valves on all media.
• GTC-R: is a Consolidated service provider channel partner that stocks inventory and provides service support for
their assigned territory. This certification is limited to channel partners outside of North America.
• GTC-A: is a Consolidated service provider channel partner that stocks inventory, assembles new valves and
provides service for an assigned territory. This certification is limited to channel partners outside of North America
and requires the channel partner to have any local certification that may be required.
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• MARC Platinum: is a Masoneilan service provider channel partner that stocks inventory, supports an assigned
territory with new product assembled from the Valvfast program, and is capable of restoring all Masoneilan
products to a like new condition. They are also able to provide application and system support using Masoneilan’s
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digital offerings and also perform advanced diagnostic evaluations and troubleshooting using Masoneilan Digital
Tools.
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• MARC: is a Masoneilan service provider channel partner that stocks parts inventory, and is capable of restoring
Masoneilan valves to a like new condition. They can also perform basic diagnostic evaluations and troubleshooting
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using Masoneilan Digital Tools.
• ValvFast Assembler: is a Masoneilan channel partner that stocks inventory and supports an assigned territory with
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new product assembled from the ValvFast program
4. Minimum Requirements
A. Service Provider Contracts
Each channel partner must have a completed service provider contract prior to the issuance of any site certification.
B. On-Line Tools:
1. Welcome Package
The Welcome Package Tool is a view of the Channel Partners install base for their designated territory. It also
allows the CP to find a valve and quickly develop a set of spare parts and quote it fast. In fact, it is the easiest
and fastest way to quote spares for a valve. The tool has many other sections of it too such as a channel
inventory sharing portal to upload your inventory and share it amongst the network, it provides a means to submit
a Field/Warranty Issue, provides a means for exploding a BOM/Kit and seeing cross referenced part numbers.
The tool can be found from Channel Connect section called ON-LINE-TOOLS there you will find a link to the
Welcome Package.
The tool has a great HELP & SUPPORT section; simply go to the top right section and click on the drop down
menu; here you will find “mini-video’s” including a user guide and brief video’s; as a starting point for each new
user, it is highly recommended to minimally watch these video’s: Introduction to WP, Global Search and How to
Quote Spare Parts.
Registration to the tool should be automatic once a new user has been setup in Channel Connect. If, for some
reason, you have any issues, go to the HELP & SUPPORT and scroll to the bottom for “Contact Us”; Here you
can request setup and resolution to this issue or for that matter any other issue a user may have.
On-Line Tools (cont.)
2. BOM Update Tool
The BOM update tool located within Welcome Package is a simple and user-friendly process to update the BOM.
Starting with the SN#, the tool opens the BOM for the assembly or completed valve and allows the user to input
part numbers which define the as-built configuration provided to the end user. It will also allow the user to add
non-Baker Hughes PN#’s if a customer requested us to use a competitors positioner. The Welcome Package
tool not only updates the BOM, but it tracks who made the changes and when and why they were made;
ensuring full traceability for changes. Support and training for the feature is available in the help section of the
welcome package tool under Help and Support.
The use of the BOM update tool is mandatory for all channel partners during the initial assembly process, the
repair process, or any modification/conversion requests from either Baker Hughes or the Customer.
If the channel partner experiences technology issues supporting this requirement, they may work through the
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Aftermarket Product Line Team and Regional Sales Manager to develop an alternate means to ensure the BOM
database is maintained.
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3. Channel Partner Portal
Baker Hughes will maintain a web based portal to ensure our channel partners have access to all required
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information. The channel partner should coordinate with their Regional Sales manager to ensure they have
access to the latest systems.
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4. Channel Connect
Channel connect is the current web based portal for most needed information and also host the links to
numerous other systems that are used by the channel partner. Access to channel connect is through individual
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account login.
New accounts are created directly through the website and your primary contact is your Regional Service
Manager
5. Valvkeep
ValKeep is a proprietary software program for valve maintenance and management licensed to channel partners.
License fees cover continual upgrades and enhancements to the software.
The tool is designed to ensure all of the valve configuration and service records are available to both you
and your customers. Repair, service, test and performance data are combined to create a permanent, easily
accessible database. It helps GTC customers to achieve a lower ownership cost while attaining the highest
performance from their valves. The program is useful for managing internal records as well as customer valve
data. ValvKeep is only available to Baker Hughes Channel Partners.
It is required that all channel partners obtain the appropriate license for ValvKeep and enter all records including
new valve assembly, repair valves, and Test Only Valves
Contact Aftermarket services for pricing.
6. Valves.BakerHughes.com
The valves.bakerhughes.com website is the external facing public website of the F&PT product line. Customers
can find links to all products, information on available training, access and download brochures, manuals, fact
sheets, software and more. The website will also direct customers to their closest channel partner.
C. Masoneilan & Consolidated ValvFAST Program
This program provides pre-assembled and tested Masoneilan and Consolidated kits for local final assembly and
testing by an authorized channel partner in order to accommodate shorter lead times and end user demands.
The details of each program and availability by product line is described in the associated engineering and marketing
documents available through channel connect. See EG 524 and CES 1096.
Each Consolidated assembly is issued a Serial Number (SN#) by the originating factory which will serve as its
unique identifier through its life cycle. Each Masoneilan body sub-assembly is issued a Serial Number (SN#) by
the originating factory which will serve as its unique identifier through its life cycle. It should NEVER be changed,
removed or altered by the channel partner.
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The assembly and unique SN# is loaded into the Welcome Package Tool as it is shipped from the factory.
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As part of the certification program, it is mandatory that the final valve configuration is updated using the BOM
Update feature within the Welcome Package Tool.
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D. Inventory Levels
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One of the Channel Partner’s major responsibilities is to maintain sufficient inventory to support the locally assigned
territory. This inventory profile is develop based on the local install base and agreement from the commercial team.
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Your Regional Sales Manager will periodically review your inventory profile and future requirements.
E. Production Shop Resources

(Note that these are minimum requirements and may need to be adjusted based on the scale of individual sites and
the requirements of the installed base)
1. Documentation
MARC & P
GTC-R /
GTC-A
GTC
Production Shop Resources

VF
AS / PT procedures for assembly, testing and paint X X
CES / ES procedures for assembly, testing and paint (H-6.1) X X
IOM / Maintenance Manuals (H-6.3) X
VRMs (H-6.3) X X
E. Production Shop Resources (cont.)
2. Hand Tools
GTC-R
GTC-A
MARC
GTC
&P
VF
/
Pipe wrenches up to 24 inches X X X X
Impact / Socket Wrenches up to 3 inches X X X X
Crow’s feet or similar sockets X X
Open end and box-end wrench up to 2 inches X X X X
Pliers: needle nose, wire cutters, regular X X X X
Hammers: standard and rubber heads bronze??? X X X X
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Allen wrenches X X X X
Channel lock type wrenches up to 12 inch X X X X
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Tap and die sets X X X
Open end and box-end wrench up to 2 inches X X X X
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Packing removal tools X
Seat ring wrenches all standard sized for 10000 / 21000 / 30000 / 35000
X X
Series valves
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3. Fixed Equipment
D GTC-R
GTC-A
MARC
GTC
&P
VF
/
Appropriate storage shelving / bins / racks to properly store product X X X X
Appropriate storage shelving / bins / racks to properly store tooling X X X X
Fork lift - or comparable MHE to move product / parts X X X X
Compressor (Pressure adequate for valve testing) X X X
Sand Blasting Unit X X X
Bench Grinder X X X
Washing area, hot water pressure washes X X X
Degreasing capability X X X
Painting Equipment (booth, etc.) Adhere to: PC-010 / CES-1036 X X
Paint capability: Must adhere to PC-010 / CES-1036 requirements. VF -
touch up capability; MARC: full capability to perform a Class A repair. Paint X X
process can be outsourced.
Portable / fixed gantry cranes with chain block (2 ton) - needed to lift and
move the valves and parts during assembly. Necessary straps and lifting X X X X
equipment
Lathe(s), minimum 12” x 40”, include 3 & 4 jaw chucks, tool post, coolant
X X X
system, drill chuck.
Nameplate / Tag stamping machine to inscribe valve information on serial
X X X X
plates
Vertical mill, variable speed, with X & Y axis power feeds, digital readout on
X
X & Y axis, associated vise, collets, chucks and end mills.
Drill press for stem pinning, bead X
Horizontal band saw (suggest at least 9” x 14”) .75 to 1.0” blade, & coolant
X
system
4. Special Tools
MARC-P
GTC-R /
GTC-A
MARC
GTC
VF
HART and Field Bus Communication Modem X X X
Signal generator, 4-20 mA, 10-50 VDC X X X
Variable air regulator X X X
ValVue 3 software & license X X X
Hollow jack for spring compression - recommended (if within scope)
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Optical flats including light table are highly recommended X X
Measuring magnifier-measuring nozzle seat width, AS132 X X
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Finish comparator to measure finished machined surfaces, AS230 X X
Elcometer (or comparable) for measuring paint thickness. X X
Pressure Gauges Analog and Digital X X X X X
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Micrometers: depth and width X X X X
Calipers 6-inch to 24-inch X X X X X
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Torque Wrenches X X X X X
Dial Indicators X X X X
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EVT-Pro (Auxillary Lifting Devices) X
Hydroset (Steam Test Only) X
Seal imprinting and crimping tool X X
Valve Scope Pro X
5. Minimum Test Systems:
Note: these are minimum requirements and each channel partner should ensure that their test systems
are capable to support the installed base at the customer’s site in the assigned territory
Consolidated:
GTC, GTC-R, GTC-A:
• Air & Water:
Size range from 1/2 – inch to at least 8 inches
Minimum air pressure 2500 psi (172 bar)
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Minimum water test 2500 psi (172 bar)
4 SCF Accumulation
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½ connection between accumulator and test opening
• Steam:
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Size range from 1/2 – inch to at least 8 inches
Minimum steam test 1500 psi (103 bar)
100 SCF accumulation
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½ connection between accumulation and test opening
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• A lift assist device may be used in to meet these minimum requirements. Lift assist testing needs to comply with
Consolidated approved equipment and test procedures. Lift assist testing requires at least 50% system pressure
to be used safely.
• Test stands must have tools and fixturing to perform required seat leakage and back pressure tests.
Test fixture compliant to API 527
Outlet Flange Covers
• Pilot test stand meeting the requirements of AS 205 (If pilot valves are included in the scope)
Masoneilan:
Test Systems Minimum Requirements:
Note: these are minimum requirements and each channel partner should ensure that
their test systems are capable to support the installed base at the customer’s site in the
assigned territory.
VF/MARC/MARC-P:
The control valve test stand shall be able to securely hold the valve body (8” minimum) in place and shall have
the ability to perform seat leak testing for ANSI Class II thru IV and VI, per CES-1002. The test stand must also
measure air input pressure (supply) as well as seat leakage rate via rotometers (flowmeters) or other approved
methods as described in CES-1002, para # 7.5. The test stand shall incorporate the flowmeters or other testing
apparatus as required for the MARCs applied scope of work.
F. Special Processes
Consolidated:
Welding:
• Channel partners are not allowed to perform welding on new Consolidated product.
• Channel Partners may perform welding using on R-Stamp holder as described in the National Board Inspection
Code for valve repairs.
• Sites without National Board certification may conduct welding on repair components utilizing the same methods
described for an R-Stamp holder in the National Board Inspection Code.
NDE:
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• Channel partners are not allowed to perform code required NDE on new Consolidated product.
• Channel partners may conduct non-code required NDE to support customer’s request.
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• Channel partners may complete NDE for valve repairs.
• Channel partners may utilize a third party approved in accordance with their quality system. The NDE must be
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completed to the Consolidated specifications. The third party may be subject to audit by the Baker Hughes team.
Machining:
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• All Service providers must have machining capability.
• Channel partners are only allowed to perform machining on new Consolidated product as part of a Consolidated
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Engineering specified conversion. Approved Conversions are included in Section _____
• Channel partners are allowed to preform machining for valve repairs in accordance with the corresponding
Maintenance Manuals
Painting:
• Channel partners are not required to have paint systems to meet the requirements of PC-010
• Channel Partners shall use the guidance provided in PC-010 if they operate their own systems to support the local
install base
• Channel partners shall comply with all local regulations in the installation and maintenance of a paint system.
• Channel partners may utilize a third party approved in accordance with their quality system. The Painting must be
completed to the requirements of PC-010. The third party may be subject to audit by the Baker Hughes team.
Special Cleaning:
• Channel Partners may establish special cleaning operations in accordance with the appropriate Engineering
Specification.
F. Special Processes (cont.)
Masoneilan:
Welding:
• Channel partners are not allowed to preform welding on new Masoneilan product.
• Channel Partners may preform welding on repair components. This welding must be done in accordance with
ASME Section IX. The welding may be outsourced through a third party approved in accordance with their quality
system. The welding must be completed to the Masoneilan Engineering specifications. The third party may be
subject to audit by the Baker Hughes team.
NDE:
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• Channel partners may perform NDE on new or repair valves either at their location or through a third party
approved in accordance with their quality system. The NDE must be completed to the Masoneilan Engineering
specifications. The third party may be subject to audit by the Baker Hughes team.
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Machining:
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• MARC & MARC-P Channel partners shall have access to machining capability. The third party may be subject to
audit by the Baker Hughes team.
• Channel partners are only allowed to preform machining on new Masoneilan product as part of a Masoneilan
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Engineering specified instruction.
• Channel partners are allowed to perform machining for valve repairs in accordance with the corresponding
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Maintenance Manuals
Painting:
• MARC & MARC P Channel Partners shall have a painting process in accordance with PC-010/CES-1036.
• VF sites are not required to have paint systems to meet the requirements of PC-010/CES-1036.
• VF sites shall follow the RAL standards in PC-010/CES-1036 for any touch-up required during assembly.
Special Cleaning:
• Channel partners may establish processes for special service applications provided they are in accordance with
the appropriate CES
G. Required Valve University Graduates & Service Technicians
1. Service Technicians
It is the intent of the channel partner program that each organization have enough certified personnel to support
the local customer base. This is done through Baker Hughes’s Valve University and the Technician Training
Programs. Only Baker Hughes certified technicians should complete documents that require acceptance or
approval. The below list is the minimum required number of personnel and certifications required to obtain and
maintain site certification:
Consolidated:
GTC:
• Two (2) GTC Level 2 Technicians &
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• One (1) GTC Level 3 Technicians
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GTC R/A:
• Two (2) GTC Level 1 Technicians if scope is limited to Liquid and Air Section VIII Applications
A
• One (1) GTC Level 2 Technicians if scope includes Steam, Section I applications or Lift Assists Devices
Masoneilan:
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MARC-P:
• Two (2) MARC Level 2 Technicians
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• One (1) MARC Level 3 Technician
MARC:
VF:
2. Valve University:
Consolidated:
• GTC: One (1) Consolidated Level 2 Masters in Pressure Relief Valves
• GTC R/A: One (1) Consolidated Level 1 Bachelors in Pressure Relief Valves
Masoneilan:
• VF: One (1) Masoneilan Level 1 Bachelors in Control Valve Fundamentals
• MARC: One (1) Masoneilan Level 1 Bachelors in Control Valve Fundamentals & One (1) Masoneilan Level 1 in
Digital Products
• MARC-P: One (1) Masoneilan Level 2 Masters in Control Valve Fundamentals & One (1) Masoneilan Level 2
Masters in Digital Products & One (1) Digital Products Champion
H. Technical Standards - Consolidated
1. ASME
The ASME Boiler and Pressure Vessel Code (BPVC) is an American Society of Mechanical Engineers (ASME)
standard that provides rules for the design, fabrication, and inspection of boilers and pressure vessels.
A pressure component designed and fabricated in accordance with this standard will have a long, useful
service life, and one that ensures the protection of human life and property. Volunteers, who are nominated
to its committees based on their technical expertise and on their ability to contribute to the writing, revising,
interpreting, and administering of the document, write the BPVC.
Originating in 1914, the ASME Boiler and Pressure Vessel Code is now adopted in part or in its entirety, by all
states and numerous municipalities and territories of the United States, most provinces of Canada and other
countries around the world.
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The consolidated product line uses the ASME code requirements as the basis for all design activities and the
product line fully meets all ASME performance requirements if assembled by a site maintaining the appropriate
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certifications.
In conjunction with the ASME requirements, potential channel partners must complete the National Board of
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Boiler and Pressure Vessel Inspectors’ “NB” certification and maintain the appropriate capacity certifications
for the products that they wish to sell. Each certification requires a design review, rating factor testing and
demonstration of capability through production samples.
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The Following Products are available for certification through the GTC Program:
Certificate
Design Name
Number
1541,1543, 1541-3, 1543-3 18032
1700 & 2700 18100
1700 & 2700 (Restricted Lift version of Cert. # 18100) 18111
1811, 1511 18122
1900D-2, 1900-30D-2 18144
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1900E-2, 1900-30E-2 18166
1900, 1900-30, 1900-35 18201
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1900, 1900-30, 1900-35 (R.L.) 18223
A
1900D/P, 1900-30D/P 18256
1900E/P, 1900-30E/P 18278
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1900/P, 1900-30/P 18290
D
1982 18379
1982 LS 18380
3900 (39PV, 39MV pilots) 18447
3900 (39PV, 39MV pilots, liquid) 18458
1900D-2, 1900-30D-2 LA & DALA (Liquids) 18751
1900E-2, 1900-30E-2 LA & DALA (Liquids) 18762
1900, 1900-30 1900-35 LA & DALA (Liquids) 18784
2900 (39PV & 39MV pilots) 18863
2900 (39PV & 39MV pilots - Liquid) 18874
2900 POSRV (39 PV, 39 MV Pilots) 18964
1900-DM 19066
19110M & 19110H (Liquids) 19077
1900-DM-D 19088
1900-DM-E 19099
2900 – TM 01427
3900 – TM ………
ASME Part Conversions
ASME BPVCC Section I PG 73.4 & Section VIII UG 136 allow channel partners to convert original finished parts
for use in assemblies based on manufacturer’s specifications. These conversions will be reviewed and approved
during the annual audit program. The following conversions are approved by Consolidated:
Consolidated
Name
Document
1900 LIFT RESTRICTOR SIZING & MACHINING EG-321
1900 D&E LIFT RESTRICTOR MACHINING AS-030
1900 INSTALL GAG – DRILL & TAP CAP AS-202
SPRING & SPRING WASHER FITTING SAFETY & SAFETY RELIEF VALVES AS-070
DISC HOLDER AND NOZZLE MACHINING FOR O-RING CONVERSIONS – SAFETY
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AS-154
RELIEF VALVES
HIGH PRESSURE DISC MACHINING FROM HIGH TO LOW ON 1511/1811 & 1541/43
AS-182
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SAFETY VALVES
HIGH PRESSURE DISC HOLDER MACHINING FOR MEDIUM & LOW-PRESSURE
AS-160
APPLICATION – SAFETY RELIEF VALVES
A
3900 POSRV SEAT BUSHING MODIFICATION AS-230
1700/2700 RESTRICTED LIFT ADJUSTMENT AS-099
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1900 DM DISC HOLDER HP to LP BELLOWS & NONBELLOWS AS-235
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National Board VR
To supplement the initial construction of pressure relief devices, the National Board created an additional
guidance for the purpose of promoting greater safety to life and property by securing concerted action and
maintaining uniformity in post-construction activities of pressure-retaining items, thereby ensuring acceptance
and interchangeability among Jurisdictional authorities responsible for the administration and enforcement of
various codes and standards. In keeping with the principles of promoting safety and maintaining uniformity, the
National Board originally published The NBIC in 1946, establishing rules for inspection and repairs to boilers
and pressure vessels. The National Board Inspection Code (NBIC) Committee is charged with the responsibility
for maintaining and revising the NBIC. In the interest of public safety, the NBIC Committee decided, in 1995,
to revise the scope of the NBIC to include rules for installation, inspection, and repair or alteration to boilers,
pressure vessels, piping, and nonmetallic materials.
The National Board VR certification provides the framework to ensure that all modifications or repairs are
completed in accordance with the original manufacture’s specifications and the relief device will operate in a “as
new” condition.
Additional details associate with ASME and National Board certifications should be obtained through the
corresponding websites.
2. PED
The (PED) European Pressure Equipment Directive (European Commission Directive no. 97/23/EC) is similar
to the ASME Boiler and Pressure Vessel Code in that it provides requirements for certain pressure equipment.
However, there is one major difference between the ASME Code and the PED; as a directive, or European law,
PED compliance is mandatory within the European Union (EU) and for components being sent to the EU, for
work on pressure-retaining equipment as defined under that law.
The PED Requirements apply to the assembly of new product for both the Masoneilan and Consolidated product
lines. Channel Partners may be required to obtain the Certification at their own expense if required to support
their assigned region and installed base. The Baker Hughes engineering and quality functions will support the
certification process but will not add the channel partner’s location to an existing certification.
5. Required Products & Certifications
Consolidated:
GTC:
• ASME Section I
• ASME Section VIII
• The below list of certifications are considered core products to the Consolidated Product Line and sites are require
to obtain National Board Capacity certifications:
1900 SRV 1811/1511 SV 3900 POSV
19000 SRV 1541/1543 SV 2900 POSV
• National Board VR Certification
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Note: a business entity may exclude a required certification at a location provided
it can demonstrate that the business entity can support the product from another
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location. These exclusions should be reviewed and approved by the Baker Hughes
Regional Sales Manager
GTC-R/A:
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• These sites do not require any specific technical certifications but are required to complete the internal Baker
Hughes certification process
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• GTC-A sites located in the European Union must also obtain an individual site level PED certification to assemble
each specific product.
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Masoneilan:
• VF & MARC sites do not require any specific technical certifications but are required to complete the internal Baker
Hughes certification process
• Sites located in the European Union must also obtain an individual site level PED certification to assemble each
specific product from Valve Fast kits.
6. Certification Process
a. Valve University Certification:
• Valve University team members will work with regional management in scheduling training workshops in the
global regions—in alignment with the regional priorities, strategies and regional training demands. Training
locations outside the USA will be set by the region management but in general, our preference will be to conduct
and hold the workshops where Baker Hughes training facilities are available.
• Channel Partners interested in participating in these classes should reach out to their Regional Sales Manager
and the Valve University Team.
b. Technician Certification:
1. Initial Certification:
• The Baker Hughes Training and Certification Team currently offers Consolidated, Masoneilan technician
certification by classroom and hands-on instruction. These certifications are intended to develop a
technician’s technical abilities and specific product knowledge. These classes are also designed to
demonstrate the proper application of the product line using the proprietary documentation systems,
manufacturing documentation and detailed product specifications.
• Certification is only eligible for channel partner technicians with a valid distributor or service provider contract
and are only valid while the individual is an employee of that channel partner.
• Certification is granted after attendance of the complete course of instruction and successful completion of
both written examinations and practical demonstrations.
• Certifications are good for the current calendar year and must be renewed annually. Certifications issued in
the fourth quarter of the calendar year are good for the entire following year.
• Details for each course are available in the course catalog
Summary of Certifications:
Note: A detailed description of each course is available in channel connect)
Consolidated GTC-1 GTC-2 GTC-3

Masoneilan MARC-1 MARC-2 MARC-3
2. Continuing Certification:
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• Each technician is required to recertify their certification on an annual basis. The recertification is
accomplished by completing an on-line examination to demonstrate they still possess the knowledge and
ability associated with their level of certification.
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• All Channel Partners will register their active GTC and MARC technicians for annual recertification through
the channel connect portal under the F&PT Channel Partner Service Technician & Training section. The
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window for registration typically starts in November.
• This process will require body of knowledge exam based of the level of certification (i.e. : GTC-001, MARC-
002, etc.) to which the technician is authorized to perform work.
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• All technicians will need a unique email address in order to access the recertification test. This email address
does not need to be provided by the employer but must be unique to each technician and serves as the
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access code to the tests.
• Site Quality/Training leader will receive an email from the Training Manager with the recertification test links to
Classmarker.com for their technicians once all qualifications are verified by the training team. These links will
allow each technician to take the test up to 2 times. After a second failure, the Quality/Training leader must
perform a study session with the technician, and when they are ready, may request a one-time link to allow
the technician one final attempt to pass the test. A third failure will require the technician to re-attend the
certification class.
• Upon passing the recertification test, the technician will receive an email with a link to their annual
recertification certificate, which they must provide to their Quality/Training leader. If the Channel Partner
would prefer to receive these certificates automatically, they can send an email to AftermarketTraining@
BakerHughes.com and their email will be registered to automatically receive the certificates for their team.
• Technicians must score above 75% to receive a passing score. Technicians that score below 25% will not be
allowed to re-certify and will be required to attend the training course a second time.
3. Technicians with a Lapse in Certification:

• Technicians with a lapse in certification less than 24 months will be allowed to recertify using the normal
recertification process. The Site Quality/Training leader should contact the training team to process the
request.
• Technicians with a lapse in certification greater than 24 months will be allowed to take a special exam for the
respective certification level and they must achieve 90%. Technicians scoring below 90% will be required to
attend the training course. Note: this exception does not apply to GTC-3 certification. A lapse greater than
two years in certification for GTC-3 requires attendance at the certification course
c. Site Certification:
1. Initial Certification:
• Once the potential channel partner has met the minimum requirements listed in this document, they will
partner with the Regional Sales Leader and the audit team to schedule the initial evaluation.
• The initial evaluation will consist of:
Minimum Requirement Review
Complete Service Provider Audit
Product Assembly Demonstration (based on scope)
• Baker Hughes will accept ASME Certification under Section I or VIII in lieu of the product assembly
demonstration for Consolidated Products
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• All other sites will complete the Consolidated product assembly demonstration process in Appendix A
• Upon successful completion of the required steps, site certification will be issued for the length of the current
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service provider contract.
2. Continuing Certification:
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• GTC Sites
Site performance is evaluated through annual audits and performance management. Site Certification will be renewed in
conjunction with the contract renewal.
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• GTC R/A Sites
Site performance is evaluated through annual audits and performance management.
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Sites will need to complete the Consolidated product assembly demonstration process in Appendix A prior to renewal
• MARC-P/MARC/VF
Site performance is evaluated through annual audits and performance management. Site Certification will be renewed in
conjunction with the contract renewal.
Note: Site Certifications may be withdrawn at any time for significant issues observed during
the annual audits or during the performance management process.
d. Service Provider Audits:
In accordance with the service provider agreement, an annual on-site audit will be scheduled
for each channel partners’ site within their territory. This audit is based on ASME/ NBIC / API
and ISO 9001 elements along with contractual requirements that are described in the service
provider agreement. The audit includes:
• Desk audit of the channel partners’ quality program manual (before the on-site audit);
• Compliance screening review (before the on-site audit);
• Demonstration of technicians’ proficiency (based on re-certification testing performance):
• Review of required test equipment, tooling and processes:
• Review of documented worked performed on Baker Hughes products:
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• Verification of previous nonconformities;
Audit duration is:
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• one day for a GTC or ValvFast / MARC
• two days for a combination GTC & MARC
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• up to three days for initialor renewal of GTC-R certification
• up to five days for an initial or renewal for GTC-A
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Auditors will have an opening and closing meeting with business/site management to ensure the
scope of the audit is addressed as well as any deficiencies found so they can describe what they
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witnessed. A written report is provided.
Audit discrepancies are classified based on risk and severity. The risk matrix below is based on
potential impact to the Baker Hughes products and the severity definitions follow the general ISO
9001 definition.
Discrepancy Risk Matrix:

Area Risk
Valve Testing
Valve Assy/Shop Repair/Field Repair
Qualification of Personnel
Performance Test Equipment High
Inspection, Measurement & Test Equipment
Tooling & Equipment
Special Processes Machining, Welding, Paint, NDE
Customer Related processes
Health, Safety & Environment
Documenting Work Performed
Medium
Material Control
Nameplates and Tags
Document Control
Non-Conformities
Quality Manual Requirements
Internal Audit Low
Manual Control
Quality Management Review
Discrepancy Definitions:
• Major: The absence of required element or a significant failure to implement or maintain a required element;
also repeat findings of a Major or Minor finding from a prior audit
• Minor: A system weakness or minor issue that could lead to a major finding if not resolved.
• Requires Correction: Minor issue that is not systemic in the overall implementation of the element.
The annual audit conclusion are as follows:

• Complete with no deficiencies: The site is recommended for continued certification. No further action is
required
• Completed with low or medium risk deficiencies. The site is recommended for continued certification but must
respond within 90 days with objective evidence of issue resolution.
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• Completed with medium or high-risk deficiencies. The site has 30 days to respond with objective evidence of
issue resolution. Once accepted by the auditor, the site will be recommended for continued certification will
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be recommended
• Completed with medium or high-risk deficiencies. The site has 30 days to respond with objective evidence of
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issue resolution. BH’s audit team will require a follow up audit at your expense to verify documented actions.
Once accepted by the team, the site will be recommended for continued certification
• Audit not completed. This site is not recommended for continued certification. Major improvements are
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required in the quality system. BH’s FPT Sales Management will contact site management and/or visit your
facility within 30 to 60 days to determine the next steps in the certification process.
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A global annual schedule and updated audit checklist are published each January and posted on
Channel Connect
Service Provider Excellence Program

A service provider may be considered for the Service Provider Excellence program if it meets
criteria listed below. This program is based on performance and would allow for a biennial audit
frequency. It is not applicable for ASME certified sites.
VF/MARC or
VF/GTC-A MARC/GTC-R VF/MARC & GTC-A & R
GTC-A & R
> 30 Valve > 50 Valve
> 30 Valve
Volume Complete Valve Assemblies & > 50 Valve Assemblies (1)
Assemblies
Repairs Repairs
Recurring NCNs None Allowed from Prior Year’s Audit
New NCNs No High/Med discrepancies / RCs must be closed in 30 days
Technicians < 25% technician turnover; all must be recertified

Annual changes to requirements implemented within 90 days of release & evidence
QMS
sent to Regional Auditor
CIRs None attributed to channel partner
1: VF/MARC combined with GTCs cannot have any High/Med discrepancies associated with the GTC program.
Appendix A: Non-ASME GTC R/A/F Process
Standard for Qualifying as a non-ASME
Consolidated Pressure Relief Valve
Assembler and Repair Facility
Table of Contents
1.0 Purpose: 6
2.0 Scope & Applicability: 6
3.0 Contents 7
4.0 Process Requirements & Instructions 7
5.0 References: 13
6.0 Quality Records 13
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7.0 Compliance Dates 13
Appendix A: Applicable Consolidated Documents: 15
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1.0 Purpose:
This standard establishes the process for Baker Hughes qualification, approval and authorization of channel partners for
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assembling and repairing Consolidated Relief Devices. Not all channel partners in the world are required to comply with
the ASME or NBIC standards for valve assemblers. For this reason, Baker Hughes provides this standard for defining the
method of authorizing a prospective channel partner to assemble and repair Consolidated Pressure Relief Valves and
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a Quality System meeting Baker Hughes requirements. Repair of valves may take place in the workshop and/or field
locations.
2.0 Scope & Applicability:
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This procedure is applicable to existing and prospective Non-ASME channel partners for assembling, testing, repairing
and certifying Pressure Relief. The following certifications are applicable under this procedure:
2.1 GTC-A: A channel partner that is authorized to repair and assemble Consolidated Products. GTC-A certification is
approved on a valve model and service media basis. Available models are listed in section 6.
2.2 GTC-R: A channel partner that is authorized to repair Consolidated Products. The repair may be in the workshop
or the field based on the approved scope. The GTC-R certification is granted for the following product scopes:
2.2.1 Safety Relief Valves
2.2.2 Pilot Operating Safety Relief Valves
2.2.3 Safety Valves
2.2.4 Each scope will include Service Media and “Shop and Field” or “Shop Only” designation.
2.3 GTC-F: A channel partner that is authorized to repair Consolidated Pressure Relief Valves. The repair is only in
the field environment.
2.4 Steam to Air Correlations is only allowed for products/product configurations identified in Section 3.0 of EG422 for
a GTC and is not approved for GTC-A or GTC-F sites.
3.0 Contents
3.1 Appendix A: Applicable Consolidated Documents
4.0 Process Requirements & Instructions
4.1 Business Approval
4.1.1 The proposed channel partner shall be approved and accepted by Baker Hughes as a sustainable
business unit. This requires completing all application and business documents for obtaining approvals required
by the Baker Hughes Business and Sales Organizations. From the information on the applicable documents
financial ability will be established to act as a Channel Partner within the Baker Hughes network. Sr. VP of
Sales and Legal Teams are responsible for approving the proposed GTC as a sustainable business unit per the
Channel Partner Approval Process.
4.1.2 Following necessary business approvals, proposed territories where business will be conducted will be
established. The territories will be granted authorization by Baker Hughes to operate as a Channel Partner.
4.1.3 The proposed channel partner will work with the appropriate Baker Hughes Certification Team &
Product Line Manager to establish a facility scope.
4.1.4 Upon final commercial approval, the proposed channel partner will request certification through the
Baker Hughes Global Certification Manager and Baker Hughes Product Line Leader.
4.2 Quality Management System Requirements
4.2.1 The proposed Channel Partner shall establish a Quality Management System. The Quality Management
System shall be documented in a Quality Manual and necessary second tier procedures that describe the system
to be implemented. The Quality Manual shall be produced in the English language.
4.2.2 The Quality Management System Requirements are listed in the current release of Global GTC, VF & MARC
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Audit Reports/Checklist available through channel connect.
4.2.3 The Quality Manual shall include a list of products that the proposed channel partner will assemble, test, and
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deliver to customers.
4.2.4 If the proposed channel partner has been in the valve repair or assembly business, and has an existing
Quality Manual, their Quality Manual may be updated to include all requirements specified in Baker Hughes Quality
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System Requirements.
4.2.5 The Quality Manual and a completed copy of the Global GTC, VF & MARC Checklist shall be submitted for
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review and approval to the Regional Auditor with copies of the submittal email or other correspondence sent to the
Baker Hughes Product Manager working with the proposed channel partner to achieve Baker Hughes authorization
and certification to use the Baker Hughes Certification Mark.
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4.2.6 As part of the Quality Manual review and approval, a pre-assessment at an additional cost to the proposed
channel partner may be conducted by the Regional Audit team. The proposed channel partner may be required to
submit objective evidence that it meets the minimum requirements and has the correct equipment to function as a
channel partner. Once the review and assessment are complete. the entire Quality Management System shall be
demonstrated through an audit and practical demonstration conducted by a Baker Hughes Auditor.
4.3 Available Valve Models for Certification
4.3.1 Non-ASME potential channel partners (GTC-A) have the following models available for certification:
4.4 Certification Audit and Practical Demonstrations

4.4.1 Prior to requesting certification, the proposed channel partner must ensure the following requirements are
in place:
4.4.1.1 Functioning Quality Management System
4.4.1.2 Two GTC Level-2 trained technicians
4.4.1.3 Functioning test equipment. While the certification process will qualify the test equipment, it is highly
recommended that the potential channel partner conduct a self-verification prior to the audit
4.4.1.4 Access to Baker Hughes Channel Connect for Consolidated Assembly and Test Documentation
listed in Appendix A
4.4.2 The audit and practical demonstration of the proposed channel partner shall be conducted at the location
where valve assembly and repair will be accomplished.
4.4.3 The audit shall consist of the following as a minimum:
4.4.3.1 The implementation of the Quality System.
4.4.3.2 Verification of purchase orders utilized to procure any required valve components
4.4.3.3 Verification that all required procedures are available at the proposed channel partner site
4.4.3.4 Verification that training records and Baker Hughes Technician Certifications are available and
appropriate for proposed scope
4.4.3.5 Verification that the proposed GTC facility has the required minimum tools, shop equipment, and test
and inspection equipment in place at the audited facility.
4.4.4 The practical demonstration shall consist of the following as a minimum:
4.4.4.1 Benchmark testing to assure qualification of test equipment
4.4.4.2 Demonstration of valve assembly. The valve types and quantities are included in Section 9.0.7.
4.4.4.3 Demonstration of valve set and test
4.4.4.4 Dis-assembly inspection by Baker Hughes audit team
4.4.4.5 Upon satisfactory completion of this audit and practical demonstrations, the proposed GTC will be
recommended by the Auditor for certification to assemble and repair valves at the facility location audited.
4.4.5 Upon satisfactory completion of this audit and practical demonstrations, the proposed GTC will
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be recommended by the Auditor for certification to assemble and repair valves at the facility location
audited.
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4.5 Channel Partner Required Facility & Equipment
4.5.1 Tools & Other Equipment (minimum)
4.5.2 Test Equipment
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4.5.2.1 Steam generator or boiler: 1500 PSIG minimum pressure rating when steam service valves will be
offered to satisfy customer applications. This only applies if the Channel Partner will be conducting repair
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and assembly of steam related valves.
4.5.2.2 Valve Test Stands. 1” to 8” flanged and screwed connections. Test stands for steam, water, and air
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as required for the products assembled or repaired. Test stands are required to be qualified by comparison of
an acceptable tested pressure relief valve tested on a qualified test stand and the test repeated successfully
on the stand being qualified. Maximum deviation on set pressure between the two test stands is +/- 2 psig or
+/- 3%; whichever is greater.
4.5.2.3 Compressor with pressure capability adequate for testing valves on air or water at pressures
required to set valves for customer applications.
4.5.2.4 Pressure gauges, analog and/or digital, for valve test stands: 0-2500 PSIG, or higher as required for
valve testing. Dial gauges used in setting valves shall have a range such that the required set pressure will
be in the middle third of the dial scale. Test gauges shall have minimum divisions of 0.5% full scale trading.
4.6 Channel Partner Certification Process
4.6.1 All potential Non-ASME channel partners will complete the required steps for GTC-R certification.
4.6.1.1 The GTC-R certification process will require two Baker Hughes personnel for three days
4.6.1.2 The GTC-R certification process consists of:
4.6.1.2.1 Quality System Audit
4.6.1.2.2 Spring selection validation examination
4.6.1.2.3 Benchmarking and test stand qualification
4.6.1.2.4 Repair/Conversion demonstration
4.6.1.2.5 Assembly demonstration
4.6.1.2.6 Set & Test demonstration
4.6.1.2.7 Dis-assembly validation
4.6.2 The Baker Hughes audit team will provide the valves required for GTC-R validation but the potential
channel partner is responsible for arranging shipment of the valves. The valves will be returned to Baker Hughes
after the validation.
4.6.3 Once the GTC-R certification is completed, the potential channel partner may request certification as a
GTC-A.
4.6.4 The GTC-A certification process will require two Baker Hughes personnel for two to four days depending
on the valve models requested.
4.6.4.1 The GTC-A certification process consists of:
4.6.4.2 Valve configuration and procurement based on the region’s current process.
4.6.4.3 Quality system audit specific to new valve assembly
4.6.4.4 Assembly demonstration
4.6.4.5 Set and Test demonstration
4.6.4.6 Dis-Assembly validation
4.6.5 The audit team will provide the required valve model numbers and the potential channel partner is
responsible to configure the valves and procure the required components. They potential channel partner may
return these components to their inventory after a successful demonstration and validation
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4.6.5.1 The following is the quantity of valves required by model for GTC-A certification:
4.6.6 The GTC-R and GTC-A certification processes may be combined into one week with prior approval by the
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Baker Hughes certification team.
4.6.7 Upon successful completion of the certification process, the potential partner will be granted authority to
perform work as a Baker Hughes channel partner
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4.7 Continuing Certification
4.7.1 Initial GTC-A, GTC-R and GTC-F certifications are valid for a period of three years. Re-certification will be
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required at the end of that time period.
4.7.2 All Channel Partners will have an annual surveillance review. The review will consist of a complete quality
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system audit and practical demonstrations
4.7.3 Practical demonstrations are mandatory during the annual surveillance reviews. The channel partner is
responsible to ensure they have product available for demonstrations and is responsible for the cost of the re-
certification audit.
4.8 Nonconformance’s
4.8.1 All nonconformance discovered during the audit or practical demonstrations will be documented by the
Baker Hughes auditor.
4.8.2 Depending on the severity of the issue, the audit team may close the nonconformance at the site, accept
written confirmation of the correction or may require an in-person verification of the corrective action.
4.8.3 The channel partner is responsible for the travel cost for any additional in-person verification.
4.8.4 Corrective actions from the channel partner are due within 30 days of issuance
4.8.5 Initial certification will not be complete until all nonconformance’s have been resolved
4.9 Compliance to other Technical Regulations and Standards
4.9.1 This procedure makes no statement relative to local approvals required to do business in a particular
country or region. It is the responsibility of the subject channel partner to research and understand what
requirements are needed to supply relief devices in the market and obtain any other regulatory approvals.
5.0 References:
• Appendix A: Applicable Consolidated Documents
• GEFPT-FF-7.2.1-001: Test Bench Qualification Report
• GEFPT-FF-7.2.1-002: 1900 Testing and Assessment
• EG 422 AIR / STEAM CORRELATION FOR SETTING OF CONSOLIDATED 1900 SERIES PRV
6.0 Quality Records
The following records produced by this procedure are considered Quality Records and shall be maintained and controlled
according to the requirements in GP-02 – Quality Management System Policy:
• Audit Reports
• Audit Checklist
• Product Line Evaluation Checklist
• Test Stand Qualification
7.0 Compliance Dates

The following timeline is expected from all organizations within scope of this document:
• Full compliance to this process within 90 days of document publication.
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• Newly-acquired business entities must comply with the time table requiring Quality Management System
assimilation as planned by the Business Development team.
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Baker Hughes Quality Management System
Title: STANDARD FOR QUALIFYING AS A NON-ASME CONSOLIDATED PRESSURE RELIEF VALVE ASSEMBLER AND REPAIR
A
FACILITY
Reference: <reference>
Revision: 1.0
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Application Date: <applicationdate>
Expiration Date: <expirationdate>
Author: <text1>
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External References:
Appendix A: Applicable Consolidated Documents:

AS 004 1700 MAXIFLOW 1,2,3,4,5,6,7,Q,&R&RR”S”
AS 030 RES LIFT OF TY 1900D&E-2 VALVES,1900 STD
AS 043 CAP CODE NP INSTAL WARN TAG INSTAL&SEAL
AS 070 SPRING&SPRING WASHER FITTING SAFETY&SRV
AS 132 1900 and 1900/P
AS 154 INST. FOR CONV OF CONS SRV TO “O” RING
AS 159 ASSEMBLY INST FOR 2700 SV
AS 160 DISC HOLDER MACH INST LOW PRESS 1900
AS 183 SRV, TYPES 19000
AS 187 1900 CONVERSION PROCEDURES
AS 191 3900-3 MAIN VALVE & PILOT ASSEMBLY
AS 196 2900 MAIN VALVE & PILOT ASSEMBLIES
AS 232 TO DEFINE STAMPING CRITERIA
EG 030 1900 O RING CONVERSION
EG 031 1900 CONV FROM CONVENTIONAL TO BELLOWS
PT 007 SET & TEST ALL 1900,1982&820000 SER TY SRV
PT 032 STEAM TESTING INST COMM 1700 & 2700 VALVE
PT 121 SET & TESTINST, 1700 & 2700 LOW PRESS SERV
PT 130 SETTING & TESTING 19000 SRV
PT 136 39PV,49PV,39MV&49MV W/2900/3900&4900
Appendix B. Quality System Requirements
Cover Page, Table of Contents, Revision Log, Glossary of Terms:
• The Cover Page needs to include the correct name of the business; the site address (or addresses) where the
Quality System Manual applies and can include the Revision Log in a matrix. The Revision Log can also be on
a separate page. The next page should be a Table of contents that shows each of the Quality System Elements
and what page you can find them on. A Glossary of Terms is recommended if there are terms not familiar to all
personnel who will need to read and use the Quality Manual. The Quality Manual needs to be produced in both the
local language and English.
Statement of Authorization:
• A Statement of Authorization is a direct statement, signed by an Officer of the Company that states: that the Quality
System stated in the Manual is to be followed, relative to the scope, and it defines who (job title) is responsible for
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each of the Quality System elements contained within.
Organization Chart:
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• The Service Provider needs to define its organizational structure. It can use an Excel chart or any other software to
graphically portray the organization structure.
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Scope of Work:
• The scope of work section needs to define the extent of the work they are going to perform, such as: control
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valve (or PRV) assembly; shop repair; field repair. The types of valve families (for NEW assemblies), such as:
Masoneilan 21k; 35k or Consolidated 1900; 19000, etc. It is assumed that repair centers will repair all types of
valves within their scope (control / safety). It needs include the specific testing capabilities relative to maximum
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valve size (may be limited by material handling equipment) as well as maximum allowable working pressures
(MAWP) for the various test stands.
Document Control / Record Retention:

• The Service Provider needs to describe how it manages its’ document control process. This needs to include
internal documents that the Service Provider produces including but not limited to: the Quality System Manual;
Requisitions; Spec Sheets; Travelers; BoMs.
Drawings / Specification Control:

• The Service Provider needs to describe how it manages its’ drawing and specification control process. This needs
to include external documents that the Service Provider acquires, including but not limited to: product drawings;
product specifications; BoMs; assembly and repair documents as well as how they manage revisions to these
documents when they are made available.
Material Control:
• The Service Provider needs to define their process on how (and who, by title) they purchase material, receive
material (in-coming inspection), store material and issue material for a requisition.
Special Processes (Welding, Paint, NDE, Heat Treatment):

• The Service Provider needs to define their special processes: machining, welding; heat treating, NDE. How they
will accomplish these? In-house or will they outsource these processes. If they perform these operations in-house,
what is their program? If they are outsourced, they need to define how the supplier is chosen; the quality of the
service they provide and continued use of that supplier (i.e; annual audits, etc). This can also include oxygen clean
or other special processes relative to customer requirements.
Customer Related Processes:

• The Service Provider must define their customer related processes, such as: request for quotes; requisitions;
contract review; order entry as well as processing customer complaints
Valve Assembly & Disassembly:
• The Service Provider needs to describe their process for how they process an order and how the order gets into
production. This should include: order entry; scheduling; requisition of product; and transfer to shop floor.
Valve Repair:
• The Service Provider needs to define their process for valve repair, both in the shop and the field. This must
include: receipt; teardown and inspection; parts requisition; re-assembly.
Valve Testing:
• The Service Provider needs to define their valve testing processes to include: pre-tests (if customer requirement);
specific manufacturer testing requirements for different valve types as well as functional / digital testing; final
setting and testing.
Auxiliary Lifting Device:
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• The Consolidated Service Provider needs to describe their use of auxiliary lifting devices as required by NBIC Pt 4.
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Valve Sealing and Tagging:
• The Service Provider needs to describe their process for valve sealing (Consolidated / ASME / NB) and nameplate
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tagging. This would include how the SP obtains the current required nameplates.
Calibration:
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• The Service Provider needs to describe their calibration program for measuring & test equipment, and how that
program ensures all calibrated equipment can be traced to a national standard, the process when a piece of M&TE
is found to be out of specification; and how the M&TE used on product is traced to that specific product.
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Qualification of Equipment:
• The Consolidated Service Provider must define how they have qualified their equipment relative to the
requirements described in NBIC, Pt 4.
Non-Conformances:
• The Service Provider needs to describe their system for managing nonconformities. This includes: identifying,
containing and correcting non-conforming product; customer complaints; audit non-conformances as well as non-
conformities from other sources.
Training/Qualification/Competency:
• The Service Provider needs to describe their process for ensuring their personnel are trained and competent
to perform valve assembly, repair and testing on valves within their scope of work. This includes: formal
manufacturers’ training; annual review of training competencies; training on the Quality Systems Manual; Health,
Safety & Environment; review of work performed as well as periodic training on new or revised product information.
Audit Programs to Include Field Audits:

• The Service Provider needs to describe their system for scheduling annual internal audit(s) to ensure they
encompass their entire Quality System, are robust and identified corrective actions are implemented expeditiously.
This section needs to include provisions of personnel audits as well as field audits
Exhibits:
• Exhibits are examples of the forms (or screens) used to complete the entire process. These should include, but
are not limited to: quotes; orders; invoices; in-shop and field travelers; inspection & test forms; measurement & test
equipment calibration and verification forms; nonconformance reports; equipment qualification; training; health,
safety & environment.
•
Notes:
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Channel Partner

Baker Hughes Data Classification: Public

5. Required Products & Certifications...............................................................................................................................17

6. Certification Process .....................................................................................................................................................17

2. Minimum Requirements for Certifications

Current Channel Portal Access X X X X

Technical Standards Certifications in Accordance with Section 4 (j) X X

Minimum Inventory Levels based on MAP X X X X

Tooling in Accordance with Section 4 (f) X X X X

Certified Service Technicians in Accordance with Section 4 (h) X X X X

Valve University Graduates in Accordance with Section 4 (i) X X X X

Quality System approved by BH X X X

Test Equipment in Accordance with Section (f) X X X

Tooling in Accordance with Section 4 (f) X X X

Certified Service Technicians in Accordance with Section 4 (h) X X X

Valve University Graduates in Accordance with Section 4 (i) X X X

E. Production Shop Resources

Production Shop Resources

AS / PT procedures for assembly, testing and paint X X

CES / ES procedures for assembly, testing and paint (H-6.1) X X

IOM / Maintenance Manuals (H-6.3) X

1700 & 2700 18100

1700 & 2700 (Restricted Lift version of Cert. # 18100) 18111

1811, 1511 18122

1900D-2, 1900-30D-2 18144

1900, 1900-30, 1900-35 18201

1900E/P, 1900-30E/P 18278

3900 (39PV, 39MV pilots) 18447

3900 (39PV, 39MV pilots, liquid) 18458

1900D-2, 1900-30D-2 LA & DALA (Liquids) 18751

1900E-2, 1900-30E-2 LA & DALA (Liquids) 18762

1900, 1900-30 1900-35 LA & DALA (Liquids) 18784

2900 (39PV & 39MV pilots) 18863

2900 (39PV & 39MV pilots - Liquid) 18874

2900 POSRV (39 PV, 39 MV Pilots) 18964

19110M & 19110H (Liquids) 19077

• National Board VR Certification

Consolidated GTC-1 GTC-2 GTC-3

3. Technicians with a Lapse in Certification:

 Complete Service Provider Audit

 Product Assembly Demonstration (based on scope)

Discrepancy Risk Matrix:

The annual audit conclusion are as follows:

Service Provider Excellence Program

New NCNs No High/Med discrepancies / RCs must be closed in 30 days

Technicians < 25% technician turnover; all must be recertified

4.4 Certification Audit and Practical Demonstrations

7.0 Compliance Dates

• Full compliance to this process within 90 days of document publication.

Appendix A: Applicable Consolidated Documents:

Document Control / Record Retention:

Drawings / Specification Control:

Special Processes (Welding, Paint, NDE, Heat Treatment):

Customer Related Processes:

Auxiliary Lifting Device:

Audit Programs to Include Field Audits:

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Complete Service Provider Audit

Product Assembly Demonstration (based on scope)