Material Requisition (MR)
Template (Excel)

A material requisition (MR) is the EPC technical procurement package issued to vendors for RFQ. It bundles the datasheet, specification, applicable code (ASME / API / IEC / IS / OISD), inspection and test plan (ITP), quality requirements, vendor document requirements (VDR), shipping and packing, schedule, and site conditions for one equipment or material category. Vendors price and bid against the MR. After commercial and technical evaluation (TBE), the awarded MR becomes the basis of the Purchase Order. EPC contractors typically issue 200 to 600 MR packages per project.

Required sections: MR cover sheet with number and revision, scope of supply summary, equipment tags covered, datasheet references with revision, specification references (project specs and industry standards like ASME Section VIII, API 610, IEC 61511), applicable code, ITP reference, quality plan, vendor document requirements (drawings, datasheets, calculations, test reports the vendor must submit), shipping and packing requirements, special tools and spares, schedule, site conditions reference, hold items, deviation register reference, sign-off block (originator, discipline lead, project engineer). The template includes all required sections.

Pathnovo, an engineering document intelligence platform, assembles the MR package from the equipment datasheet, the piping material spec (PMS), the project specifications, and the applicable code references. It cross-references the equipment list to pick up all tags within the scope, populates the ITP per code (ASME VIII vessel ITP differs from API 610 pump ITP), and populates the VDR per standard EPC requirements. Typical MR turnaround is reduced from 5 to 10 days manual to 24 hours auto-assembled. See the MR package assembly workflow.

The datasheet is the technical specification for one equipment item (process design data, mechanical design data, materials, nozzle schedule). The MR is the procurement package that bundles datasheet plus everything else a vendor needs to bid (applicable code, ITP, VDR, schedule, commercial terms). One MR typically covers multiple equipment tags of the same type (e.g., one MR for all centrifugal pumps in a unit, referencing 12 individual datasheets). The MR is the procurement-facing document; the datasheet is the engineering-facing document. See the equipment datasheet template.

VDR (Vendor Document Requirement) is the list of documents the vendor must submit at each project stage. Typical VDR entries: vendor datasheet at bid stage, certified drawings and calculations after PO, material test certificates (MTRs) per ASTM / ASME / IS standards for materials supplied, NDE reports per ITP, hydrostatic test certificates, factory acceptance test (FAT) reports, inspection release notes (IRNs), packing list, shipping documents. The VDR drives the Vendor Document Schedule (VDS) that the document controller maintains through the project life. See the vendor document schedule template.

Downstream consumers: the MR is issued to qualified vendors with a bid commercial form for RFQ. Vendor bids return as Technical Bid Evaluation (TBE) candidates, evaluated parameter by parameter against the MR. The awarded MR becomes the basis of the Purchase Order. During fabrication, the ITP from the MR drives inspection visits. At delivery, the VDR from the MR drives the vendor data closeout package. The MR is the master technical procurement document for the full equipment lifecycle. See the TBE compliance matrix template.

Indian PSU refineries (IOCL, BPCL, HPCL, GAIL) and PSU EPC contractors (EIL, L&T-S&L, Tata Projects) require specific MR sections per their internal procurement procedures, plus OISD-aligned ITP for hydrocarbon equipment, PESO compliance for pressure equipment, CCOE compliance for tank farm equipment, and IBR compliance for boiler-side equipment. The MR template OISD / PESO / CCOE / IBR cross-reference columns capture these. See the Indian EPC compliance bundle for the unified compliance automation.