SY-EPC-LPC Converter Loan Process

SY-EPC-LPC / Converter Loan

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Context

Loan Cases

Loan Process

Loan Formulas

Loan Documentation Example

Context

This page gives the context applied to LPC converters when considering a loan to another group or CERN member.
Idea is to give some points which have to be clarified or at least considered.
Overview of parameters impacting cost can be found here for info .xlsm
This page in pdf format to be A4-printed and hand-pen completed, then scan and send back to sy-dep-epc-lpc.

Loan Classification

Topic	Grade Estimation
Topic	Very-Demanding	Demanding	Standard	Easy
Load Duration	years	months	weeks	days
EPC required: Instal. phase	Design Help & Manpower for installation	Design Calculation / Verification	Short Advices only	None
EPC required: Test Phase	> 2 days	[1..8] hours	< 1 hour	None
Availibility	24h/24h. A stop of some hours is always serious.	Can survive some hours in worst case, 1-2 days usually.	Can survive 1 day without equipment in worst case, 2-3 days usually.	Can survive any period of 2-3 days without the equipement.
Repair	At EPC cost.	Cost will be shared depending on failure cause.	EPC will repair and charge the borrower.	The borrower takes care, transparent for EPC.

Classification matrix table for appreciating a EPC equipment loan.

Loan Cases

Identifying the different user need is important, since these loans mainly rely, generally, on operationnal spares available for machine operation, but not strictly required. Neverhteless, and in very special cases, it can happen that EPC group needs to retrofit its spares from all loans to respond to a sudden operation / machine unexpected load.
Very-Demanding loans normally is normally protected against a sudden unavailibility of the promised items, since contributing to re-fill process thanks to a cost / year contribution.
Whatever the cost required by EPC is (even if considering total amount after several years), all converters being proposed for a loan, and material required for optimizing the loan (gateway) stays EPC property.

Very-Demanding	Demanding	Common & Low
EPC in charge of the loan considered as a project. Ressources (production, standby service) are identified and managed, a EPC responsible is nominated.	LPC can take this loan request as a standard section-level mission, LPC section is responsible for future actions.	LPC can take this loan request as a standard section-level mission, LPC section is responsible for future actions.
Production of the converter + spares being considered. Standby Service affected to the converter operation. Remote system has to be installed for intervention + diagnostic. borrower has to follow any converter software update. Budget code required.	Remote system should be installed for intervention + diagnostic. borrower can be asked to follow any converter software update. Budget code normally required.	No Remote system is installed for this loan particulary. Budget code may be required.
Converter is not be considered as a potential spare for operation for the initial agreed duration of the loan, and will be kept in place at the user area.	LPC / EPC can, in very specific cases, take back the converter or part of it, with a very short time notifying and without considering the user needs.	LPC / EPC can, in very specific cases, take back the converter or part of it, with a very short time notifying and without considering the user needs.
*Costs: Initial Phase: - Remote Sys. gateway - Installation if relevant On-Demand only: - customization Standby Service / year: depending on level required Loan Cost / year:** (10% of total converter price) - spares availibility - converter repair	Costs: Initial Phase: - Remote Sys. gateway - Installation if relevant On-Demand only: - damages from user - customization	Costs: On-Demand only: - damages from user - customization

Different cases being discussed.

Loan Process

Description	EPC-Contact	Deliverables	Comments
Step 1 / 6 Feasability Study	LPC Converter responsible	Info exchanges: tel, emails, short meetings. LPC Section leader is informed.	Preliminary study, to see if a loan is possible, taking in account the experience requirements and the converter limitations.
Step 2 / 6 Loan Classification Study	LPC Converter responsible	A formal document, email where conditions both sides are clear, fully detailed.	This stage is important since from the classification level, EPC will decide of a dedicated technical answer / proposal.
Step 3 / 6 Loan Acceptation	EPC + borrower Responsibles.	A formal Group Leader OK is given to follow. Responsibles from both sides identified. Planning and conditions identified.	At this stage, only some hours have been spent by EPC people, and a formal decision is required for further steps.
Step 4 / 6 Installation Work	EPC responsible	Installation of the converters + control surrounding equipement.	Depending on the loan classification, borrower can be asked to install (EPC can help) a dedicated control equipment to provide adequate support from EPC, using remote tools.
Step 5 / 6 Commissionning	EPC responsible	Converter fully functionnal in its environment. Recommandations are given to the responsibles.	This phase depends clearly on the loan classification. Nevertheless, documentation must be collected and available for any EPC member which can be asked to intervene.
Step 6 / 6 Documentation	EPC responsible	A easily retrievable document, where all information are collected. At least people in charge + specific customizations made to converter must be available.	This phase depends clearly on the loan classification. Nevertheless, documentation must be collected and available for any EPC member which can be asked to intervene.

Loan Process table.