Industry Solution

Polarion ALM for
Oil & Gas

Manage bid and tender specifications, project requirements, and contractor deliverable traceability in a single governed system — from ITT through contract close-out and asset handover.

Bid & Tender Management IEC 61511 ISO 9001 API RP 17N PSSR / PSM HAZOP Traceability

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Bid-to-handover lifecycle — Polarion ALM

The Challenge

Hundreds of requirements.
Multiple contractors.
One contract.

Major capital projects in oil and gas — subsea systems, FPSO topsides, refinery upgrades — are governed by tender documents that run to thousands of pages. Technical specifications, functional requirements, and regulatory obligations are embedded in Invitation to Tender (ITT) packages, vendor data requirements, and contract schedules.

When those requirements are tracked in Word and Excel, the gap between what was tendered and what is delivered only becomes visible at factory acceptance testing — or worse, at commissioning. The cost of late-stage scope gaps in offshore capital projects is measured in weeks of lost production, not change-order fees.

Tender Specification Fragmentation

Technical requirements scattered across ITT sections, data sheets, P&IDs, and project specifications with no single traceable list — leaving gaps invisible until testing.

Uncontrolled Change Orders

Scope changes issued mid-project with no traceability to original requirements. Impact assessment done by memory, not system — leading to unpriced risk and contractual disputes.

Vendor Deliverable Verification Gaps

Contractor data deliverables (calculations, drawings, test records) received without structured verification against the requirement they were meant to satisfy.

Regulatory Evidence at Handover

PSSR, COMAH, and operability verification require a complete evidence package at mechanical completion. Assembling this from project folders takes months and remains incomplete.

Bid & Tender Lifecycle

From ITT to close-out — fully traceable

Polarion ALM manages the complete project requirements lifecycle, not just engineering software. Here is how Corbinsoft implements it for capital project delivery.

ITT Capture

Import technical specification requirements from ITT documents into structured Polarion work items.

Bid Allocation

Allocate requirements to bid packages, cost estimates, and contractor scope schedules.

Execution Tracking

Track each requirement against contractor deliverables, inspection records, and HAZOP close-outs.

Change Control

Workflow-controlled change orders with impact assessment on scope, cost, and schedule — fully documented.

Handover Package

Generate complete PSSR and regulatory evidence package from live data at mechanical completion.

How Polarion ALM Solves It

Requirements discipline for capital project delivery

Apply the same engineering rigour that aerospace and medical use to manage their most critical requirements — to the tendering and delivery process in oil and gas.

Tender Specification Capture

Import and structure thousands of requirements from ITT documents, data sheets, and project specifications into Polarion work items — numbered, categorised, and owner-assigned from day one.

Multi-Contractor Scope Management

Allocate requirement subsets to individual contractors and sub-contractors. Each party sees only their scope. All deliverables are linked back to the originating tender requirement.

Bid-to-Delivery Gap Analysis

At any point in the project, run a gap report showing which tender requirements have verified deliverable evidence and which remain open — before the client does it for you at FAT.

Change Order Governance

Every scope change goes through a structured workflow: initiated, impact-assessed against affected requirements, priced, and approved — with a complete audit trail for contractual dispute resolution.

IEC 61511 Safety Lifecycle Traceability

Safety Instrumented System requirements from HAZOP, LOPA, and SIL determination are managed with traceability to SIS design specifications, FAT records, and site acceptance testing.

Regulatory Handover Package

Generate a structured PSSR evidence package, COMAH safety case traceability, and operability verification documentation from live Polarion data — ready for the certifying authority at plant start-up.

Standards & Frameworks

Regulatory and process frameworks supported

IEC 61511

Functional Safety — Process Industry SISGoverns Safety Instrumented Systems in the process industry. Requires SIL determination, SIS requirements, design verification, and functional safety assessment traceability.

ISO 9001

Quality Management SystemBaseline QMS requirements for design control, document control, non-conformance management, and corrective action — applied to engineering deliverables and contractor management.

API RP 17N

Subsea Production System ReliabilityAPI recommended practice for reliability, technical risk, and life cycle management of subsea production systems — requiring traceability from design requirements to operational performance data.

PSSR / COMAH

Pre-Startup Safety Review & COMAHUK and European regulatory requirements for major hazard establishments. PSSR requires documented verification that all safety-related items meet design intent before plant startup.

ISO 55001

Asset ManagementInternational standard for asset management systems. Polarion supports lifecycle traceability from design requirements through commissioning records to as-built documentation handed to operations.

PMBOK / APM

Project Requirements ManagementStructured requirements management aligned to PMBOK scope management and APM project governance principles — keeping scope, requirements, and deliverables in a single controlled system.

Polarion ALM forOil & Gas

Hundreds of requirements.Multiple contractors.One contract.