Document Number

JIP33-MAN-WI-02

Supplier/Operator Review
Instructions
for JIP33 Specifications

Prepared by Reviewed by Approved by

Rachel Manley Philip Machin Phil Keen

Revision History

VERSION DATE PURPOSE

A03 22nd March 2021 Issued for Use

A02 5th May 2020 Issued for Use

A01 3rd September 2019 Issued for Use

Supplier/Operator Review Instructions for JIP33 Specifications

TABLE OF CONTENTS

1 Introduction ....................................................................................................................................... 3
2 JIP33 Specifications ......................................................................................................................... 3
3 Development of the Specification Package ..................................................................................... 4
4 Review Process................................................................................................................................. 4
5 Jama Connect (Jama) ....................................................................................................................... 5
6 Review in Jama ................................................................................................................................. 6
6.1 Technical Specification .............................................................................................................. 6
6.2 Data Sheet ................................................................................................................................ 7
6.3 IRS ........................................................................................................................................... 7
6.4 QRS.......................................................................................................................................... 8
6.5 Commenting in Jama ................................................................................................................ 8
Jama Review Screenshots.................................................................................................... 13

Figures

Figure 1 – Jama Reviews Window.............................................................................................................. 6

Figure 2 – Comment structure ................................................................................................................... 9
Figure 3 – Commenting on Specific Text ................................................................................................... 9
Figure 4 – Commenting Box ..................................................................................................................... 10
Figure 5 – Replying to a Comment ........................................................................................................... 11
Figure 6 – Filtering .................................................................................................................................... 11
Figure 7 – Finishing the Review ............................................................................................................... 12
Figure A.1 – Technical Specification Review........................................................................................... 13
Figure A.2 – Data Sheet Review ............................................................................................................... 14
Figure A.3 – IRS Review ........................................................................................................................... 15
Figure A.4 – QRS Main Document Review ............................................................................................... 16
Figure A.5 – QRS Annex A Review........................................................................................................... 17
Figure A.6 – QRS Annex B Review........................................................................................................... 17

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1 Introduction
The vision of the Joint Industry Programme 33 (JIP33), initiated by the International Association of Oil & Gas
Producers (IOGP), is to standardize the specifications used for procuring equipment, and to enable the supply
chain to become better, faster and cheaper at delivering to their customers.

Key to the success of this programme is the participation of equipment suppliers, whose perspective will add
significant value to the process and the aims of JIP33. It is recognized that the ultimate success of JIP33 depends
on achieving open and challenging feedback from suppliers and engineering organisations who are vital to
capturing the potential benefits from these new specifications. Reviewers are therefore highly encouraged to give
unfiltered opinion on any areas of inefficiency or missed opportunities and not to feel limited to simply commenting
on the specification and associated documents as presented.

Reviewers are requested to appraise the specification as a complete suite of documentation (refer to clause 2)
and provide open and honest comments and feedback on the content.

The main review will take place in an online tool, Jama Connect (Jama), which maintains the complete specification
content in a database, providing full traceability for each specification clause. Reviewers will also be given access
to more familiar Microsoft Word and Excel based documents for reference, but we strongly urge you to keep your
commenting within Jama, so that we can maintain traceability and consolidation of the content. The Jama review
is conducted in an open format in which comments are visible to other reviewers. Suppliers will also be issued
with a Microsoft Excel spreadsheet in which they can provide their feedback in a closed (private) format, refer to
section 4.

2 JIP33 Specifications
JIP33 specifications build on existing industry standards to provide a full set of requirements with which to purchase
equipment and packages. This set of requirements is structured into the follow documents:

• A supplementary specification to an industry standard, specifying a set of “minimum requirements” sufficient

to purchase equipment that meets the functional needs of the users.
• An information requirements specification (IRS), specifying a list of pre-defined documents and data required
to be delivered by the supplier.
• A quality requirements specification (QRS), specifying quality management system and inspection and testing
requirements.
• An equipment data sheet template, specifying the options the purchaser wishes to select, and project specific
information.

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3 Development of the Specification Package

The technical specification was created by the following process:

• Review of the chosen parent standard to identify gaps, i.e. where it is deficient in requirements, over-specifying
requirements, or unclear in its meaning.
• A rationale is written to justify the requirement needed to fill the gap.
• New requirement text is written to add to or replace the clause in the parent standard, or to delete specific text
or even a full clause from the parent standard.

NOTE Some specifications have been built-up as standalone documents as there was no applicable parent
standard to overlay. In this case, the process was the same, but gaps are identified by assessing what
requirements are needed to ensure procurement of safe and operable equipment. Some requirements may have
been written to normatively reference a selection of industry standards to avoid re-writing requirements which
already exist.

During development of the technical specification, the requirements for data sheet elements, information
requirements and quality (inspection/verification) requirements were also identified.

The data sheet was developed to support options identified in both the parent standard and the overlay and may
have been based on the parent standard data sheet (if applicable).

The IRS was developed based on the parent standard and overlay requirements for the supplier to provide
data/information, either by submittal of documents, or retaining documentation at their works.

The QRS was developed based on both the parent standard and the overlay, for purchaser intervention activities
to verify certain requirements specified. The QRS, where applicable, may also address material certification and
traceability requirements.

The reviewer should familiarize themselves with the complete suite of documents that will be available on the
JIP33 Specification Development website, to ensure an understanding of the context of the Jama items in each of
the documents.

4 Review Process
Suppliers and operators are asked to review the all components of the specification over a period of typically four
to five weeks (duration depends on type of equipment). The main part of the review will be conducted in an open
format in Jama in which review comments are visible to all and where reviewers can view and respond to each
other’s comments.

Suppliers are requested to complete a specification impact assessment spreadsheet which will be provided by
email, whereby each clause is identified as:

1) standard scope of supply;

2) available as a standard option;
3) available as bespoke/custom option.

If you do not consider that it is possible to meet the requirement, then add ”no” to each column (and mark as a
“red flag” in Jama – refer to subclause 6.5).

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A fourth option (and column in the spreadsheet) will provide a space to denote (yes/no) if you can propose an
alternative solution to the clause written that would simplify the requirement or remove the need for a costed option
(selections 2) and 3) above). If yes is selected, then the proposal should be made against the clause within Jama.

A townhall session which is open to all reviewers will be held early in the review period, typically within the first
week, to provide guidance on this process and to answer questions. We will also aim to make direct contact
individually with each of the suppliers towards the end of the review process, typically with one week left, to provide
any further clarifications or discuss specific issues that may have been raised by the supplier.

After the review close date, the Lead Subject Matter Expert (“LSME” – the author of the specification), will consider
all of the comments made by all reviewers, starting with those identified with “red flags” (refer to subclause 6.5).
As required, the LSME will collaborate with the core team of operators who have supported the development of
the specification in the preceding months.

It may be necessary, during this period, for the LSME to contact reviewers for clarification on certain comments.

A number of weeks after the review closes, the full work group of operator subject matter experts and the LSME
will attend a workshop to finalize the content of the specification, such that it can be adopted by all operators. The
complete specification package will then be finalized in Jama and exported for JIP33 steering committee and IOGP
management approval, prior to publishing.

5 Jama Connect (Jama)

The review of this specification package will be conducted within a cloud-based requirements management tool –
Jama. If there is a problem or issue with using this tool, you should discuss this with your contact at Aker Solutions,
to resolve the issue or make alternative arrangements for providing your comments.

The preferred internet browser for accessing Jama is Google Chrome. If Jama is used in other web browsers,
some functionality may be limited.

You will receive automated emails from Jama (iogp@collab.eu1.jamacloud.com) with the invitations to the reviews
that have been set up for the technical specification in question. There will be four reviews (if all are applicable),
one for each:

• technical requirements specification;

• data sheet;
• information requirements specification;
• quality requirements specification.

You can access the reviews in one of two ways:

• follow the link in the email, log in and you will be in the appropriate review;
• go to Jama (https://iogp.jamacloud.com/login.req), log in, select ”REVIEWS”, and choose the review you wish
to access (refer Figure 1).

If you have not already had a Jama user account created for you, you should contact feedback@iogp-jip33.org to
request an ID and password to be set up. A user account will be created for you, with the user ID usually consisting

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Supplier/Operator Review Instructions for JIP33 Specifications

of your given name and your family name, e.g. john.smith. Your default password will be “password” which you
will be prompted to change the first time you access Jama.

6 Review in Jama
For each document you receive to review, the main content that you will see within Jama will be the technical
content. Most of the “boiler plate” text (e.g. disclaimer, table of contents, introduction, copyright notice, etc.) will be
excluded from the Jama review. However, the complete documents can be also be accessed via the JIP33
Specification Development website.

Component of the
specification package to
be reviewed

Project name

Number of days left Number of items

until review closes remaining to be
reviewed

Figure 1 – Jama Reviews Window

6.1 Technical Specification

Figure A.1 shows a typical view of a technical specification review. The functions and fields have been marked
and described for the purpose of a quick reference guide.

Note The default view shows 50 items and you will need to change page or increase the number on view to see more items.

Due to copyright restrictions, it is not possible to replicate the parent standard text in Jama, thus the reviewer will
need to read each clause in Jama, alongside the corresponding clause in the parent standard.

Each Jama item is made up of several attributes summarized below and as shown in Figure A.1.

• Clause number corresponding to the parent standard, or may be a new (sequential) number if a clause has
been added in the overlay;
• Requirement text which is the additional or replacement text to the parent standard;
• “Above section amendment” identifies a new clause, figure or table added to the parent standard, e.g. ”Add
new subclause”. It may also be used to delete or replace clauses, figures or tables, e.g. ”Delete Figure 11”.
Sometimes it is necessary to amend a clause heading/title, or even the numbering and this field will be used
for that purpose, e.g. ”Replace clause heading with XXX”.
• “Title” is the clause/subclause heading, if applicable. It may also be the title of a figure or table.
• “Below section amendment” is similar to the above section amendment. Only one of these fields will be
completed, which will determine where the new/amended requirement text sits within the document.

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• “Justification” is an explanation of the reasoning behind the requirement.

6.2 Data Sheet
Figure A.2 shows a typical view of a data sheet review. The functions and fields have been marked and described
for the purpose of a quick reference guide. The exported document will be an Excel spreadsheet and the Jama
review represents the cells as they will appear on the spreadsheet.

Each Jama item is made up of several attributes summarized below and as shown in Figure A.2.

• The section/clause number in the parent standard or supplementary specification to which the data sheet
parameter is related;
• Name of data sheet parameter to be set by the users of the data sheet;
• Value/parameter to be set by the users of the data sheet which may be selected from a dropdown pick list
(pre-defined) or by entering free text, as appropriate;
• Units of measure if applicable (if appropriate, may be possible to select these from a pick list);
• Cells to be completed by the users of the data sheet for recording additional/supportive comments and the
revision number/letter of the data sheet when the item was last amended;
• Indication if the parameter is to be completed by the purchaser or the supplier/manufacturer, or either. In the
exported spreadsheet, colour is used to denote who is responsible for completing the data sheet item;
• “Justification” is an explanation of the reasoning behind the requirement;
• “Datasheet guidance” provides additional information to the user, about the data sheet item;
• “Default value” may apply where there is a pre-defined pick list of options.
6.3 IRS

Figure A.3 shows a typical view of an IRS review. The functions and fields have been marked and described for
the purpose of a quick reference guide.

Note The default view shows 50 items and you will need to change page or increase the number on view to see more
items.

Each Jama item is made up of several attributes summarized below and as shown in Figure A.3.

• Information deliverable requirement (data or a document).

• Description of the information deliverable requirement.
• “Condition invoking requirement” describes special conditions under which the information deliverable is
required.
• “Typical deliverable” which would normally include the information requirement.
• Requirement for “submit at proposal”, yes/no.
• Issue “purpose”, for information or for acceptance.
• Reference of the parent standard or overlay clause that requires this information.
• “Format” of the delivered data.

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6.4 QRS
Figures A.4, A.5 and A.6 show typical views of the QRS review, which is divided into three component parts of the
document – main document, Annex A and Annex B. The functions and fields have been marked and described
for the purpose of a quick reference guide.

Note 1 Annex B (material traceability) is not always applicable for review.

Note 2 The default view shows 50 items and you will need to change page or increase the number on view to see more
items.

6.4.1 QRS - Main Document

The main document is mostly made up of standard text which has already been established for the JIP33 QRS
documents, but comments are still welcome.

Each Jama item is made of up several attributes summarized below and as shown in Figure A.4.

• Clause/section number;
• Clause/section title;
• Clause/section (requirement) text.

6.4.2 Annex A (Conformity Assessment System)

Each Jama item is made up of several attributes summarized below and as shown in Figure A.5.

• Purchaser’s assessment activity, including a reference to the source of the requirement for the activity.
• Conformity assessment system (CAS) levels A to D which reflect the intended level of purchaser’s intervention
for each of the four levels, where A is the most stringent and D the least. CAS A would be applied to a high
risk scope of supply (e.g. unknown supplier, critical equipment or both) and CAS D would be applied to low
risk scope of supply (e.g. frame agreement supplier, non-critical equipment). Intervention levels are Hold,
Witness, Surveillance, Review. Refer to clause 3 and 5 of the QRS for more detail on CAS and intervention
levels.

6.4.3 Annex B (Material Traceability)

Each Jama item is made up of several attributes summarized below and as shown in Figure A.6.

• Description of the component for which material traceability is required.

• Material inspection “certificate type”, e.g. 2.2.
• “Material traceability level”, e.g. Level III.
• Any “additional requirements”.

6.5 Commenting in Jama

Comments should include the following three components:

1. Comment – your opinion; agree or disagree.

2. Rationale – what is the reasoning behind your comment?

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3. Solution – what would you do differently?

Figure 2 shows an example of a correctly structured comment containing the three components.

Comment

Rationale

Solution

Figure 2 – Comment structure

To comment on any clause in Jama, click on the speech bubble to open up the commenting box.

Alternatively, to comment on any specific component of the clause, first highlight the requirement text by clicking
and holding the left mouse button. Releasing the mouse button will automatically open the commenting box and
display the highlighted text as shown in Figure 3.

Figure 3 – Commenting on Specific Text

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Comment text can be added to the commenting box as a general comment (default), or comments can be posed
as questions (by selecting the question mark “?”), as proposed amendments (by selecting the pencil) or as a “red
flag” (by selecting the exclamation mark “!”) as shown in Figure 4.

Note that these functions may not be available if the browser used is not Google Chrome. To work around this,
use the following text in front of your comment (including the square brackets):
[QUESTION], [PROPOSAL], [ISSUE].
General comments can be left without a prefix.

Formatting tools

RED FLAG item!

Submit comment
Proposed text
amendment

General
comment

Question

Figure 4 – Commenting Box

It is also possible to add some formatting to the comment text using the formatting toolbar shown in Figure 4.

Red flags should be applied with careful consideration and must always be accompanied by a structured comment
(see Figure 2).

For suppliers of equipment or services, red flags should be applied where it is considered that the requirement is
adding excessive cost (or adding no value for the cost), if the requirement is impossible to meet or if the
requirement requires a proprietary solution. Please note that in line with competition law no actual commercial
or pricing information is requested and should not be provided to support the use of a supplier red flag.
Any commercial content in Jama will be removed by administrators.

For operators, red flags should be applied to requirements (or lack of) which may risk your organization’s adoption
of the specification.

Once a comment has been made against an item there will be two options for entering a comment. Either “Add a
new comment” which will start a new comment thread, or “Add your reply” which will allow you to respond to
existing comments by appending your response to the existing comment as shown in Figure 5.

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Start a new comment

thread

Reply to an existing
comment thread

Figure 5 – Replying to a Comment

You can keep track of requirements you have reviewed by checking the tick mark next to the speech bubble.
Content not yet reviewed can then be filtered for by opening the filter tab and checking the box next to “Needs
review ()” (refer Figure 6).

Open and close filter tab

Check the tick to mark an

item as reviewed

Filter items based on whether the

tick has been checked or not

Figure 6 – Filtering
Once you have completed your review of all the clauses/requirements, you should finish the review by selecting
“Finish”.

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You will be presented with a “Review finished” dialogue box which will summarize your review (refer Figure 7).
You will be advised of how many items were marked reviewed and how many have not been marked as reviewed.

At this stage, you have the opportunity to make an optional final overall comment to the review.

Click on the “Finish” button to complete the review.

Once you have completed the review, it can be reopened by selecting “Reopen”. Additional comments can be
made and modified in the review, up until the review deadline.

Number of comments made

Number of items marked as reviewed

Opportunity to make final

overall comment to the
review Complete by clicking on ‘Finish’

Figure 7 – Finishing the Review

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Jama Review Screenshots

Item reviewed check box

Open and close the navigation and filter tool bar Closing date of review
Change view to switch Click to complete
between: review,
statistics (stats),
Clause number – may comments (feedback)
relate to parent standard,
or new in overlay
Requirement text –
added to or to replace
parent standard text

Amendment text to advise the reader if the

following text is added to the parent standard
clause, replacing part or all of the parent
standard clause, or deleting part or all of the
parent standard clause

Subscribe and unsubscribe to

automated notifications for this item
Navigation and filter

Open comment dialogue box

Clause header/title, if applicable

Rationale for the requirement or

amended requirement

Figure A.1 – Technical Specification Review

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Click to complete
Open and close the navigation and filter tool Change view to switch
bar Closing date of review between: review, statistics
(stats), comments (feedback)

Cell used by the purchaser or

Item reviewed check supplier to denote revision of data
box sheet when data sheet entry was
Where applicable, units of last edited
Data sheet element or measure will be displayed and
optional parameter may be selectable, or pre-defined
explanation of the reasoning
behind the requirement
Optional parameter to be set by
the purchaser or the supplier as
applicable. May be selected from
a pre-defined dropdown list, or
input as free text as appropriate
Additional text to provide guidance on
the purpose of the data sheet item

Subscribe and unsubscribe

to automated notifications
for this item Cell for additional comments made
by the purchaser or the supplier,
relating to the data sheet item

Open comment
dialogue box

Responsibility for completion of

the field in the data sheet:
Purchaser, Supplier, Either

Default values (if applicable) have been

set according to essential minimum
requirements as an integral part of this
specification

Figure A.2 – Data Sheet Review

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Requirement
(Deliverable Tab – Col B)
A short description of the Information Deliverable
that would typically provide the Information
required

Description
(Definitions Tab – Col C)
An excerpt from the Parent
Standard, IOGP Supplement or
Industry Standard

Condition Invoking
Requirement
(Deliverables Tab – Col C)
Describes special condition(s)
under which the Information
Deliverable is required
Typical deliverable (Deliverables Tab – Col D)
Purchaser to advise the short description of the
Information Deliverable that would typically
include this Information Requirement

Submit at Proposal
(Deliverables Tab – Col E)
Information Deliverable is
required to be submitted with
Suppliers Proposal

Purpose
(Deliverables Tab – Col F)
Purpose for submission

Reference
(Definitions Tab – Col D) Format
Parent Standard, IOGP (Definitions Tab – Col E)
Supplement or Industry Defines the required format of the relevant
Standard that the Information Information Deliverable to be submitted
Deliverable is identified in

Figure A.3 – IRS Review

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Clause/section header
and title

Number auto-
generated by Jama.
Hyperlink to open
“single item” view

Clause/section text

Figure A.4 – QRS Main Document Review

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Conformity Assessment System level

Different levels of assessment of the
vendor’s control activities based on
evaluation of the vendor’s capability to Purchaser’s assessment activity
conform to the product or service Description of activity and references to the
specification and obligatory requirements source of the activity

CAS A reflects the highest risk and

associated extent of verification. CAS D Intervention level
is the lowest Hold, Witness, Surveillance, Review

Figure A.5 – QRS Annex A Review

Equipment or system

Component
Description of component
Material inspection certificate
Declaration of compliance “2.1”
Test report “2.2”
Inspection certificate “3.1”
Inspection certificate “3.2”

Material traceability
Level I – Full traceability
Level II – Type traceability
Level III – Compliance traceability Additional requirements

Figure A.6 – QRS Annex B Review

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