03.01.13 - Packing - Marking - and - Documentation - of - Goods - For - Shipment-Specification
03.01.13 - Packing - Marking - and - Documentation - of - Goods - For - Shipment-Specification
Shipment Specification
03.01.13 – Packing_Marking_and_Documentation_of_Goods_for_Shipment-Specification
Contents
Document History ................................................................................................................................................................. 3
1. Purpose ..................................................................................................................................................................... 4
2. Scope ......................................................................................................................................................................... 4
4. Specification .............................................................................................................................................................. 4
Plywood Specifications: .......................................................................................................................................................... 12
Frame Members: ...................................................................................................................................................................... 12
Skids and Rub Strips: .............................................................................................................................................................. 12
Fasteners: ................................................................................................................................................................................. 12
Construction: ............................................................................................................................................................................. 13
2. Scope
This document is approved by the <Concerned N-2/ Process owners> and applies to OQ Group of
companies.
This document aims to outline the processes steps, roles, responsibilities and requirements covering the
packing, marking and documentation of goods and materials prior to shipment.
• This document should be part of the ITT/Contract and thus becomes a contract requirement for the
Contractor / Vendor to comply with as applicable.
• This document shall be revised only by the document custodian that is OQ Projects, CoE team.
4. Specification
4.1 Responsibilities
The Seller must be ultimately responsible for the supply, protection, and application of the export packing
of project materials and equipment from the Seller's facility to ultimate destination.
The Seller must remain responsible for the adequacy of the preservation, protection, and packing of the
project cargo to reach its final destination in an "FOB" condition. Adherence to the present instructions
does not release the Seller from liability for damage as a result of faulty packaging, inadequate protection,
and / or preservation. This liability includes, but is not limited to, the costs associated with the return and
replacement of rejected items.
If specific requirements of this specification are not practical, the best alternate export packing industry
methods must be used to obtain the desired comparable degree of protection. All alternate export
packing supplies and / or methods employed by the Seller must be brought to the attention of the project
logistics Lead.
Should the manufacturer's or Seller's standard methods of protection and export packing provide equal
or better protection at the same or less cost, this information should be brought to the attention of the
project logistics Lead.
All packing materials, cases, crates, drums, saddles, and supports must become a part of the PO and
are not returnable.
Medium lift equipment is defined as any piece of equipment or cargo that is 20,412 kilograms
(45,000 pounds) or heavier and less than 45,360 kilograms (100,000 pounds). Items in this
category require special handling and planning six (6) months prior to shipping.
Oversize lift equipment includes heavy or medium lifts and their integral components or falloff
material which is equal to or greater than 13.5 Meters (45 feet) length by 3.352 meters (11 feet)
width and 3.657 meters (12 feet) height, shipped as a separate entity and whose structural
integrity requires special handling arrangements.
Lifting and sling points must be provided for each item to allow the item to be lifted in a stable,
horizontal position when lifted by one hook.
Lashing points must be provided for each item with appropriate lashing points to secure the load
during handling and transport.
All surface areas of each item which may come in contact with slings during lifting must be
covered to prevent scratches, dents, or other damage during loading.
Marking of lifting points and lateral and vertical centers of gravity on heavy lift equipment should
be with colored or contrasting marks.
Self-supporting items must provide adequate clearance for handling. Should cradle or saddles
not be adequate to permit clearance during lifting or movement, additional timber support must
be provided.
Seller is responsible for design and provision of transportation cradles or saddles unless
otherwise specified by the PO. Seller is to provide scale drawings detailing proposed cradles or
saddles for approval prior to transport from supplier facility.
Containers should be loaded and unloaded by mechanized means, e.g., low mast forklift trucks.
Any single piece weighing in excess of 35 kilograms (80 pounds) should be unitized for forklift
handling of loading and unloading.
Clearance for forklift tines should be no less than 8.9 centimeters (3.5 inches).
Materials with different PO numbers must not be consolidated together unless authorized by the
Buyer.
Individual items and unit loads must not exceed 210 centimeters (83 inches) in any dimension
or 1,375 kilograms (3,000 pounds) maximum gross weight. Deviation from these limits must be
approved by the Buyer.
Damaged goods should not be loaded into container until contents have been checked and
packages are repaired.
Weight in container should be evenly distributed over the horizontal, longitudinal, and transverse
places of the container as much as possible. The center of gravity of the loaded container should
be lower than the mid-point of the container when possible.
Wooden bracings, when necessary, should be applied to loaded container to ensure the cargo
will not fall out when the doors are opened.
Packing for over-dimensional items will be performed in accordance with airline requirements.
Bagged desiccants must be placed inside the openings before applying protective covers to
connections and openings of any equipment item susceptible to contamination from moisture
and identified with warning tags for removal before installation.
Unconnected pipe threads must be protected with threaded metal plugs or caps and must be
identified with metal tags explaining the purpose, and / or providing connection number
references used on the project, and / or vendor drawings.
All closures that are part of original equipment must fit tightly. Plastic closures and thread
protectors are prohibited.
Desiccants must be placed such that any spilled crystals will not damage parts or hinder the
functioning of item to be protected. The quantity of desiccant to be used must be determined by
item's surface area to be protected and / or the volume of the enclosed space.
Additional desiccant must be used if moisture absorbing dunnage or supporting structures are
within the enclosed space to be protected. All equipment to be shipped with enclosed
dehydrating materials must be conspicuously marked with a large red warning tag reading:
CAUTION: Desiccant materials are enclosed in this equipment. Do not operate before
removing. Should the integrity of the enclosure be broken before operation, the
desiccant must be replaced, and the enclosure resealed for continued storage.
Large special tools, such as disassembly cradles, must be prepared for shipment in the same
manner as the main equipment item, including a separate packing list identifying the items.
All equipment pieces must be skidded, pre-slung, fitted with lifting lugs—or other adequate
means of lifting—and must be accurately and clearly marked with the center of gravity, and / or
lifting points to ensure safe handling during loading, off-loading, and truck transport operations.
All Seller-supplied lifting devices shipped with major equipment items, such as lifting beams,
spreader bars, cable slings and lugs, as supplied, must be certified by an officially recognized
authority and acceptable to the authorities in loading and discharge ports. Shipping cradles and
supports for equipment items must be suitable for ocean transportation in design, strength, and
number to safely support the equipment item in transit. Equipment items must be fitted with
sufficient tie-down lugs for lashing / securing the pieces during shipment.
The nature of the commodity and degree of protection required will govern final selection and quantity of
the packing materials used. See below for selection criteria and methods of construction.
4.5.1 Wood
All wood packaging material (including dunnage) used must be in accordance with International
Standards for Phytosanitary Measures (ISPM), Publication No. 15. These requirements include
certifying that either heat treatment or chemical (methyl bromide) treatment has been performed
and wood is labeled with the International Plant Protection Convention (IPPC) accepted symbol.
Markings must be in conformance with the following IPPC standards:
4.5.3 Plywood
Only new, clean C-D exterior grades of plywood must be used for the construction of shipping
boxes.
4.5.4 Nails
All nails must be cement coated, deformed shank, or clinched wire box nails.
Note: When crates are subject to wetting and drying over an extended period of time, cement
coated nails may tend to lose some of their holding power. In this instance, hot-dip galvanized
nails should be substituted for cement coated nails.
For maximum strength, they must be driven into the side grain of the lumber. The species and
thickness of the wood govern the size of the nail to be used. See below for selection criteria.
Corrugated fasteners may be preferred to nails when packing items that are highly susceptible
to pilferage.
4.5.5 Strapping:
Unless otherwise specified, metal strapping must be non-annealed steel, minimum 1.9 cm (3/4
inch) applied with a stretching tool and secured with crimped steel seals. Metal straps must be
cut evenly at the seal leaving no sharp edges. Corner protectors must be provided to keep
strapping from cutting into packages. Not less than two straps per box, and not to exceed 36
inches center to center, must be used.
4.6 Packing
Packing materials and shipping container types must be selected to afford the best protection to items
shipped from the rigors of rough handling and international transport. It is imperative that the selection
of materials to be used be equal to the item to be shipped itself and to consider the shipping environment,
as well as the duration the item will be in open storage.
Items which completely fill the container and do not contribute to the strength of the package are normally
the most economical to package. Articles that do not completely fill the selected container must be
cushioned, braced, fastened, or blocked to prevent damage to the article itself or to the container.
Minor disassembly and nesting to conserve shipping volume and prevent damage must be followed.
Materials requiring special jigs, fixtures, tooling, or recalibration for reassembly will not be
dismantled. Parts, attachments, or fixtures of the commodity packed must be boxed or blocked and
braced within the shipping container (where practical) containing the main unit.
If the load must be kept upright, equip the container with lift handles, skids, top peaks or gables, or a
similar device to assure stowage and handling in an upright position. Break bulk items must be equipped
with lifting lugs.
Do not exceed the weight capacity of the shipping container as declared by the manufacturer.
Interior blocking and bracing must distribute the content's weight within the container.
Materials shipped in bundles must be segregated by length and size and must be secured with
steel strapping (width 1-1/4-inch thickness .035-inch HD) with a stretching tool and with crimped
steel seals (spaced 36 inches apart) and skidded to permit stacking without damaging the
product.
Sturdy commodities such as rough castings, structural or fabricated steel, heavy wall pipe, or
tanks not subject to water or handling damage, may be bundled, skidded, and / or palletized for
shipment.
In every instance, the fiberboard box and contents must bear the weight of a superimposed load
(minimum 50 pounds / square feet) without compression or collapse. Never use boxes with
bursting test strength of less than 275 pounds.
Fragile / sensitive materials subject to handling or stowage damage must be packaged and
cushioned in crates or boxes. Materials not subject to weather damage may be shipped in
unsheathed (open) crates.
Should a higher degree of protection be required, both types of methods above must be used.
Packages or pieces over 35 kilograms (80 pounds) must be provided with four-way entry pallets
that permit handling by forklift and / or slings. Minimum pallet depth must be 3-1/2 inches and
pallet ends must be chamfered.
• Boxes / crates must be constructed to allow slings to be inserted under the box for lifting
purposes.
• Bolt sizes:
− 3/8-inch diameter carriage bolts when fastening pieces up to 2-5/8 inches thick
− 1/2-inch diameter carriage bolts when fastening pieces over 2-5/8 inches thick up to
3-5/9 inches thick
− 5/8-inch diameter carriage bolts when fastening pieces over 3-5/8 inches thick
4.6.4 Crates
Open crates may be used for items that are virtually indestructible and packing is required only
to facilitate handling and stowage. Crates also serve well as overpacks to consolidate fiberboard
boxes or to provide unit pack stiffness to resist crushing. Three-way corner construction
reinforced with diagonals must be used for all crates that are not plywood sheathed. Open crates
03.01.13 – Packing_Marking_and_Documentation_of_Goods_for_Shipment-Specification l OCT 2022
Page | 11
may be used for items that are virtually indestructible and packing is required only facilitate
handling and stowage. Crates also serve well as overpacks to consolidate fiberboard boxes or
to provide unit pack stiffness to resist crushing. Three-way corner construction reinforced with
diagonals must be used for all crates that are not plywood sheathed.
Large crates must bear great superimposed loads. Ensure top strength by frequent (not more
than 38 inches apart) top joists. When sheathed, place joists under sheathing. Provide joist
supports directly under joist ends.
Reinforce crate floors at load bearing points when between skids or sill members.
To permit forklift entry, terminate end sheathing at flooring. Terminate side-sheathing 1/2 inch
above the skid bottom. To transfer the load to the forklift tines, add additional cross members at
20 inches and 40 inches from each end.
Ventilation holes must be located at intervals around the sides and ends of sheathed crates.
Provide drainage holes through the deck or space floorboards 3/8 inches apart when the crate
structure above the base is not weatherproof or if condensation can occur within fully sheathed
crates.
Additional ventilation holes must be provided when excessive heat and humidity are anticipated.
These ventilation holes must be placed through the ends near the top, but not through any frame
members. The diameters of these holes should not be greater than 1-1/2 inches nor more than
three (3) holes per two (2) lineal feet of crate length or width.
• Use 3/8-inch C-D exterior grade plywood for boxes bearing up to 10,000 pounds,
and / or spans 2 feet or less.
• Use 1/2-inch C-D exterior grade plywood or boxes bearing up to 10,000 pounds
and over and / or spans up to 4 feet.
Frame Members:
Fasteners:
Note: Mating members must be in contact since staples do not draw parts together.
Construction:
Identical small items must be packaged in cartons, bags or boxes prior to packing in the actual shipping
containers. Do not pack loose.
Protect materials' tops and sides by using waterproof shrouds or waterproof case liners. Because many
waterproof barriers contain asphalt, an additional paper liner may be necessary to prevent the asphalt
material from “bleeding” onto the materials to be shipped.
Preserved surfaces must be insulated from hydroscopic materials (wood, fiberboard, etc.) with grease-
proof, non-corrosive barriers. Do not place polyethylene film in contact with rust inhibitor coatings.
Finished and painted surfaces must be protected from abrasion. Place materials on skids, pallets, or
dunnage to keep items above collected drainage. Crates and other large containers must have drain
holes in their flooring to prevent the collection of moisture within the shipping container.
Commodities must be nested or packed to reduce volume as much as possible. Pack articles firm but
not tight. Construct containers relevant to the content's dimensions.
Moisture sensitive commodities (precision instruments, electrical, and electronic assemblies, etc.)
subject to water vapor damage must be protected by sealing materials and including ample supplies of
desiccants to form a vapor/moisture barrier.
Note: It will be the responsibility of the manufacturer / Seller to warrant that the commodity is free and
dry of all moisture both internally and externally. Re-certification may be required for items which are
known to have undergone hydro-testing.
The amount of desiccant to be used must be in proportion to the total volume of the shipping container.
Suitable cushioning must be used on all corners, edges and protrusions to protect flexible barriers from
puncture. Included air volume must be kept to a minimum. When flexible barriers are used, the barrier
must cling snugly to the enclosed item without puncture. Silica gel or desiccant must not come in contact
with critical working surfaces or finished surfaces.
In general, shipping labels and instructions should be 3 inches to 5 inches in height, where practical,
however, the size of the shipping container must dictate the acceptable size of the shipping labels /
marks.
Only those shipping instructions / marks required in the PO, plus any cautionary markings, and / or
special handling symbols must appear. Under no circumstance must Seller’s or manufacturer's
advertising or symbols which indicate the contents or other extraneous information appear.
Packages requiring special handling or storage must be clearly marked and labeled with requirements,
e.g., “This Side Up”, “Fragile”, “Flammable”, etc. Should a shipping unit require lift by mechanical means
other than pallet jack or forklift, the center of gravity and sling points must be clearly indicated on the
outermost packaging.
These symbols for package handling instructions are internationally standardized in International
Organization for Standardization (ISO) R/780.
The Seller of the equipment, such as pressure vessels, heat exchangers, etc. must attach to each piece
of equipment a warning tag stenciled in red with the following statement:
"WARNING: Any welding is prohibited during transportation from the factory to the job site"
Cargo must be loaded into shipping containers to the maximum cube available within the container.
The load of cargo must not exceed the container's weight capacity. The relevant limitations on highway
or road axle weight in the country of loading and / or transit must not be exceeded.
Cargo weight must be distributed evenly over the floor of the container.
Plywood "slip sheets" must be used between layers of stacked cargo to prevent damage to and
to distribute the weight of the over-stowed cargo.
Heavy cargo items must be loaded on the bottom layers of cargo with the lighter items placed
on top. The center of gravity must be below the half-height of the load.
Blocking and bracing of the cargo at the container entrance must be used to prevent cargo from
tumbling when the container is opened.
Ocean shipping containers must have two (2) copies of detailed load lists in waterproof packages listing
the contents of the container. One (1) load list must be secured on the inside of the container door and
one (1) load list attached to the outside of the door.
Indelible inks, paint, and waterproof labels shall be used to prevent obliteration in any way of
shipping labels, handling instructions, and symbols.
In general, shipping labels and instructions should be 3 to 5 inches in height where practical;
however, the size of the shipping container shall dictate the acceptable size of the shipping labels
/ marks.
4.13 Documentation
Shipping Documents
The Commercial Invoice, Packing List, and Certificate of Origin are the primary documents that are
required for international shipping and customs clearance purposes. The Commercial Invoice, prepared
solely for international shipping and customs declarations, is not to be confused with the Seller's invoice
to the Buyer requesting payment. Invoicing for payment instructions is contained in the PO.
Commercial Invoice
Commercial Invoices must be written in English and on the letterhead of the Seller. The Seller's complete
name and address must be clearly indicated on each document. If the Seller is not the manufacturer of
the supplied goods, the full name and address of the manufacturer must be included. If the materials
contain any foreign components, the country of origin and content percentage must be indicated.
Commercial Invoices must have original signature of the Seller. Commercial Invoices from sub-suppliers
of the Seller are not acceptable. Should Seller wish the sub supplier to produce the Commercial Invoice,
the Seller must provide the sub supplier with the letterhead of the Seller and the PO prices and correct
descriptions.
The general description of the goods, e.g., "Equipment and materials for the .
• INCOTERMS® 2020 Shipping Terms as indicated in the PO, e.g., FCA, FOB, FAS.
• Line-item numbers, tag numbers, and descriptions must be identical to that of the specific
PO line-item detailed information. Harmonized System Numbers must be noted on each
• Total metric volume and metric net and gross weights of the goods.
• Name of vessel, voyage number (air carrier and flight number), and departure date (normally
completed by the Freight Forwarder).
"I, [Name], [Title], [Name of Company] certify this invoice to be true and correct and in
accordance with our books and also that the goods referred to are of [Name of Country]
origin."
Packing List
Packing List must accurately document the contents of each package included in the shipment
in addition to the information required in the Commercial Invoice, Section 0 above.
• Type of pack (e.g., box, crate, carton, bundle, piece, skid, etc.).
• Total net and gross weight of total packages on packing list in kilograms.
• The identical PO line-item descriptions must be used in describing the contents of each
package shipped.
• One (1) Packing List copy in a protective envelope shall be placed inside each package,
and one (1) Packing List copy in a waterproof protective envelope shall be affixed / attached
to the exterior.
As requested by the project to support any additional importation requirements, the supplier
shall amend the associated shipping documentation to reflect the conveyance type and
quantities that are carrying the nominated goods.
Certificate of Origin is normally prepared by the Seller but may be prepared by the Freight
Forwarder / Shipping Agent (on behalf of Seller) based upon information taken from the Seller's
Commercial Invoice and Packing List.
Should the PO require the Seller to prepare the Certificate of Origin, such Certificates of Origin
must be prepared in accordance with the rules and regulations of the individual country of origin.
Seller must specify the type of goods and the full name and address of the manufacturer of the
items being shipped. Carrier's name, voyage / flight number, and departure date are normally
added by the Freight Forwarder.
"We certify that the information herein is true and correct to the best of our knowledge,
that the products being shipped are of [Name of Country] origin, and that they have been
manufactured in the [Name of Country]."
In the case of U.S. Certificates of Origin, should the products contain any foreign components, the
country of origin and content percentage must be indicated on a notarized Appended Declaration to
Certificate of Origin.
For all heavy haul piece (over 100,000 kg each) the supplier must provide a certified weight
certificate for each piece of equipment. Calculated engineered weights are not acceptable.
User to use this Feedback form to identify any inaccuracy, error or ambiguity to notify the
Document Authority so that appropriate action can be taken. The user is requested to return this
page fully completed, indicating precisely the Proposed Improvement & Justification.
Abbreviation Meaning
Vendors / Suppliers Third party contractors that OQ can utilize in supporting them with FM activities
PO Purchase Order
US United States
The person, group, company, or corporation who has or will have title to the facility
Company
or installation under construction. Here it means OQ.
Any organisation, party, or person under contract with Company who is responsible
Contractor for furnishing items and/or services; one who agrees to furnish items and/or
services in accordance with a contract.
Process Licensor, responsible for the development and guarantee of the process
Licensor
design for the licensed facilities.
Any organisation, entity, person or company that agrees to sell and provide
Vendor/Supplier components, equipment, materials, parts, services, or some combination thereof,
required by a Contractor or Company under a PO
Any organisation, entity, person or company who agrees to sell and provide
Sub-Vendor/Sub- components, equipment, materials, parts, services, or some combination thereof,
Supplier required by a Vendor/Supplier in fulfilment of that Vendor’s/Supplier’s obligations to
Company or Contractor.
Category Governance;
Policy N/A
Process N/A
Procedures N/A
Related
Documents and N/A
Forms