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MQ SP I 7022 PDF
MQ SP I 7022 PDF
This specification has been revised as indicated below and described in the revision record on the following
page. Please destroy all previous revisions.
Record of Revisions
Revision Date Description
No.
TABLE OF CONTENTS
Section
1.0 GENERAL......................................................................................................................................................... 4
1.1 Scope of Specification ........................................................................................................................ 4
2.0 REFERENCES ................................................................................................................................................. 4
2.1 Process Industry Practices (PIP)...................................................................................................... 4
3.0 ADDITIONS TO PIP PCSPS001 - “PACKAGED EQUIPMENT INSTRUMENTATION
SPECIFICATION” ........................................................................................................................................... 4
3.1 None ..................................................................................................................................................... 4
4.0 ATTACHMENTS............................................................................................................................................. 4
4.1 Process Industry Practices (PIP)...................................................................................................... 4
4.2 Datasheets ........................................................................................................................................... 5
Power and Water Utility Company for Jubail and Yanbu (MARAFIQ) Master Specification: MQ-SP-I-7022
Project Name: Date: 14 Jan 2011
Contract Number: Page: 4 of 5
Revision: 1
1.0 GENERAL
The governing specification will be the Process Industry Practice (PIP) PCSPS001
"Packaged Equipment Instrumentation Specification" (Dec, 2007) with the additions,
deletions, and clarifications described in Section 3.0.
2.0 REFERENCES
The selection of material and equipment, and the design, construction, maintenance, and repair of
equipment and facilities covered by this specification shall comply with the latest edition of the
references listed below, unless otherwise noted.
The following sub-sections indicate additional requirements, which were not addressed in Process
Industry Practice (PIP) PCSPS001. These sub-sections represent requirements specified in the
addition to PIP PCSPS001 “Packaged Equipment Instrumentation Specification” (Dec, 2007).
3.1 None
4.0 ATTACHMENTS
4.2 Datasheets
PIP PCSPS001
Packaged Equipment Instrumentation Specification
PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES
In an effort to minimize the cost of process industry facilities, this Practice has
been prepared from the technical requirements in the existing standards of major
industrial users, contractors, or standards organizations. By harmonizing these technical
requirements into a single set of Practices, administrative, application, and engineering
costs to both the purchaser and the manufacturer should be reduced. While this Practice
is expected to incorporate the majority of requirements of most users, individual
applications may involve requirements that will be appended to and take precedence
over this Practice. Determinations concerning fitness for purpose and particular matters
or application of the Practice to particular project or engineering situations should not
be made solely on information contained in these materials. The use of trade names
from time to time should not be viewed as an expression of preference but rather
recognized as normal usage in the trade. Other brands having the same specifications
are equally correct and may be substituted for those named. All Practices or guidelines
are intended to be consistent with applicable laws and regulations including OSHA
requirements. To the extent these Practices or guidelines should conflict with OSHA or
other applicable laws or regulations, such laws or regulations must be followed.
Consult an appropriate professional before applying or acting on any material
contained in or suggested by the Practice.
PRINTING HISTORY
December 1999 Issued
December 2007 Complete Revision
PIP PCSPS001
Packaged Equipment Instrumentation Specification
Table of Contents
1. Introduction................................. 2 4.19 Inspection, Testing, and
1.1 Purpose............................................ 2 Acceptance .................................... 43
1.2 Scope ............................................... 2 4.20 Documentation............................... 45
1. Introduction
1.1 Purpose
This Practice provides minimum technical requirements for instrumentation and controls
for equipment furnished as a package.
1.2 Scope
This Practice describes the requirements and provides data sheets for the specification,
procurement, fabrication, inspection, and testing of instrumentation, control and
associated systems provided as part of packaged equipment.
Specific owner requirements are shown on the associated PIP PCSPS001-D Data Sheet.
2. References
Applicable parts of the following Practices, industry codes and standards, and references shall be
considered an integral part of this Practice. The edition in effect on the date of contract award
shall be used, except as otherwise noted. Short titles are used herein where appropriate.
3. Definitions
AC safety ground: The grounding system required by NEC Article 250 to provide protection for
personnel and electrical equipment. The instrument ground bus is connected to the AC safety
ground in accordance with NEC requirements.
as built: Denotes the exact condition of packaged equipment at the time of completion of the Site
Acceptance Test (SAT)
Instrument Ground Bus (IGB): Grounding system for all instrumentation signals that is
independent from the AC safety ground and connected to a high-quality earth ground. The IGB is
tied to the AC safety ground at only one point (near a high-quality earth ground) in accordance
with the NEC. The IGB is isolated from all other grounds.
instrument building: The term instrument building is used to indicate a walk-in type structure.
This includes rack rooms, remote instrument buildings, or any completely enclosed structure that
houses control equipment.
owner: The party who owns the facility wherein the instrumentation will be used
packaged equipment: An item or items of equipment, including ancillary and auxiliary devices,
that normally requires engineering, assembly, piping, and wiring. Packaged equipment can
further be defined as having the following characteristics:
a. Can be stand-alone, but is usually designed and built to enable or support a primary
process
b. Shop built, structurally integrated, and transportable as a unit
c. Capable of operation once integrated with the main process piping and utilities
d. Has operational complexity that may require a basic regulatory control system and an
alarm/shutdown system that monitors and protects its own health and safety
e. Has a control system of sufficient complexity to require an engineered design
purchaser: The party who awards the contract to the supplier. The purchaser may be the owner or
the owner’s authorized agent.
Safety Instrumented Systems (SIS): System composed of sensors, logic solvers, and final control
elements for the purpose of taking the process to a safe state if predetermined conditions are
violated. Other terms commonly used include Emergency Shutdown System (ESS), Safety
Shutdown System (SSD), and safety interlock system.
4. Requirements
4.3 Flow
4.3.1 General
4.3.1.1 Custody transfer and precision flow measurement requirements are not
covered by this Practice.
4.3.1.2 Materials shall be suitable for the process and environmental conditions
specified.
4.3.1.3 See the completed purchaser’s PIP PCSPS001-D Data Sheet for flow
measurement technology requirements.
4.3.2 Sizing Flow Instruments
4.3.2.1 Flow calculation methods shall require owner approval.
4.3.2.2 Calculations for sizing concentric square-edged orifice meters shall:
a. Comply with API/ANSI 2530
b. Result in normal flow readings that are between 65% and 80% of
process maximum flow
4.3.2.3 For other types of flow meters, instrument manufacturer’s sizing and
calculation methods shall be used.
4.3.3 Orifice Meter Measurement
4.3.3.1 Orifice plate material shall be Type 316 stainless steel unless another
material is required for process reasons.
4.3.3.2 Orifice plate style shall be square edge type for use in orifice flange sets.
4.3.3.3 Orifice plates in horizontal 50 mm (2-inch) or larger piping shall have:
a. Drain holes in gas service having entrained liquids
b. Vent holes in liquid service having entrained gas
4.4.1.6 Piping from level gauges and external displacer type level instruments
shall be self-draining into a vessel or standpipe.
4.4.1.7 External standpipes shall not be used for services with process
temperatures below -40°C (-40°F).
4.4.1.8 Level instruments for services with process temperatures below -40°C
(-40°F) shall be individually connected directly to the vessel and shall
require owner approval.
4.4.1.9 Level instruments for interface services shall be individually connected
directly to the vessel block valve.
4.4.1.10 A block valve shall be located between the vessel connection and the
level instrument unless the instrument is designed to be mounted inside
the vessel.
Comment: If a block valve is not provided, the instrument can only
be maintained if the vessel can be taken out of service.
4.4.1.11 Externally mounted instruments are preferred over internally mounted
instruments. Owner approval is required for installations where the
instrument is mounted inside the vessel.
4.4.1.12 Flush diaphragm instruments may be installed without valves with
owner approval.
4.4.1.13 Probes that are internal to a vessel shall be approved for the electrical
area classification inside the tank (typically Class I; Groups B, C, or D;
Division 1).
4.4.1.14 Installations that require internal mounting of level sensor assembly
shall require owner approval.
4.4.1.15 Differences in specific gravity between the vessel contents and the
external level piping or sealing fluids shall be taken into consideration
for calibration of the level instrument.
4.4.1.16 Selection of field mounted level instruments for highly toxic services
(listed in Appendix A of OSHA 1910.119) shall require owner’s
approval.
4.4.1.17 Unless specified otherwise by owner, level gauges shall span the
vessel’s anticipated maximum operating level range, including
associated transmitters and level switches.
4.4.1.18 See Section 4.15.2 for process connection requirements.
4.4.1.19 Level transmitters and level gauges shall be piped so that they can be
independently isolated for maintenance. A single valve that will disable
both the transmitter and the gauge shall not be permitted.
4.4.2 Differential Pressure Level Instruments
4.4.2.1 See purchaser’s PIP PCSPS001-D Data Sheet for level span calculation
basis.
4.4.2.2 Unless the impulse lines are purged, level transmitters shall be mounted
at or below the centerline of the high-pressure nozzle (lower nozzle on
vessel).
4.4.2.3 Differential pressure level transmitters that have a filled low leg
(connected to the top process connection) shall be installed and piped so
that the fluid can be filled from the bottom and have a vent at the top to
insure the leg is completely full.
4.4.2.4 The diaphragm seal fluid, seal leg fluid, and purge fluid shall be
compatible with the process fluid and ambient temperature extremes.
4.4.2.5 Installation of level transmitter remote diaphragm seals shall be in
accordance with the following:
a. Transmitters shall be mounted at or below the high-pressure nozzle
(vessel lower nozzle).
b. Provisions shall be made for relieving pressure between the block
valve and the diaphragm seal for calibration and maintenance.
c. Remote diaphragm seals used in vacuum service applications shall
be specifically designed for vacuum service by the manufacturer.
d. Fill fluid shall be rated for maximum temperature and maximum
vacuum conditions.
e. Capillaries shall be in accordance with the following:
1) Capillary tubing shall be of sufficient length to account for
routing requirements.
2) Capillary tubing shall be armored.
3) Capillary tubing shall be furnished in manufacturer’s
standard lengths.
4.5.1.5 Pressure transmitters and liquid filled pressure gauges shall have integral
pulsation dampeners in the following services:
a. Inlet and discharge of reciprocating pumps
b. Suction and discharge of reciprocating compressors
c. Discharge of positive displacement pumps
d. Other pulsating services
4.5.2 Pressure Gauges
4.5.2.1 Pressure gauges in process services shall have:
a. 100 mm (4-1/2 inch) minimum dial
b. White face with black markings
c. Back blowout protection
d. Process connection of 1/2-inch male NPT (G ½ B Male) with
wrench flats
e. Wetted parts that are Type 316 stainless steel, unless specified
otherwise
f. All stainless steel rotary movement
g. Shatterproof glass window
h. Weatherproof and corrosion resistant cases
i. If measuring pulsating pressure, liquid filled or dampened
movements
j. Over-range travel stop
4.5.2.2 Ranges shall be selected such that:
a. Nominal working pressure is between 30% and 70% of scale range
b. Maximum working pressure does not exceed the scale range
4.5.2.3 Unless more stringent requirements are specified, pneumatic instruments
having manufacturer’s standard integral pressure gauges shall be
provided.
Comment: Examples of pneumatic instruments are local controllers
and valve positioners.
4.5.3 Pressure Switches
4.5.3.1 Use of pressure switches shall require owner approval.
4.5.3.2 Pressure switches shall not be used in process services above 21 barg
(300 psig).
4.5.3.3 Pressure switches shall be installed with a dedicated, valved process
connection.
4.5.3.4 Pressure switches in pulsating or vibrating services shall not be line-
mounted.
4.5.3.5 Pressure switch diaphragm type process sensing units shall be of all
welded construction.
4.6. Temperature
4.6.1 General
4.6.1.1 Use of temperature switches shall require owner approval.
4.6.1.2 Temperature elements shall be provided as complete assemblies,
including element, thermowell, and termination head.
4.6.1.3 Thermowell connection types (welded, screwed, or flanged) shall be
determined by the applicable piping specification.
4.6.1.4 Thermocouples/Resistance Temperature Detectors (RTDs) shall be
stainless steel (or Inconel) sheathed, mineral-insulated construction.
4.6.1.5 Except as specified in Section 4.6.1.6, process temperature sensing
devices shall be mounted in thermowells.
4.6.1.6 Temperature sensing devices for machinery bearing and skin temperature
measurements (e.g., compressor bearings and boiler tube surfaces,
respectively) shall not require thermowells.
4.6.1.7 Except as specified in Section 4.6.1.8, process service temperatures shall
be measured using thermocouples/RTDs and transmitters.
4.6.1.8 With owner approval thermocouples/RTDs may be directly wired to
locally mounted electronic devices (temperature controllers/indicators,
PLCs, etc.).
4.6.1.9 A dual temperature element shall not be used to provide separate signals
to different instruments or redundant inputs to a logic control system.
4.6.1.10 Thermocouple/RTD termination heads shall:
a. Be weatherproof
b. Be of rugged construction (such as cast aluminum)
c. Have a minimum of three terminals for thermocouples, four for
RTDs
d. Have 3/4-inch NPT (M20) electrical connections
4.6.1.11 See typical temperature thermowell fabrication details in
PIP PCFTE000.
4.6.2 Thermocouples
4.6.2.1 Thermocouple types shall be as specified on purchaser’s
PIP PCSPS001-D Data Sheet.
4.6.2.2 Thermocouples shall be grounded, unless a specific application design
requires ungrounded elements.
4.6.2.3 Dual thermocouples, if used, shall both be terminated in the head.
4.8 Transmitters
4.8.1 General
4.8.1.1 Transmitters shall be smart types with outputs (analog or digital) as
specified on the purchaser’s PIP PCSPS001-D Data Sheet.
4.8.1.2 Pressure and differential pressure transmitters shall have a vent/drain
port.
4.8.1.3 Use of remote diaphragm seals with capillary tubing shall require owner
approval.
4.8.1.4 Use of pneumatic transmitters shall require owner approval.
4.8.1.5 See Section 4.15.2 for process connections.
4.8.2 Materials
4.8.2.1 Unless specified otherwise, pressure and differential pressure transmitter
process flanges, body material, and bolts shall be Type 316 stainless
steel.
4.8.2.2 Unless specified otherwise, all wetted parts of transmitters, pressure
gauges, etc., including ancillary equipment, shall be Type 316 stainless
steel.
4.9 Controllers
4.9.1 Selection
4.9.1.1 See the purchaser’s PIP PCSPS001-D Data Sheet for type and location
of the instrument control system.
4.11.4 Internal venting shall not be used to satisfy shut-in pressure relief requirements.
4.11.5 Venting of regulators shall:
a. Discharge through a tapped connection for internal venting
b. Have a bug proof screen if vented to the atmosphere
4.11.6 Regulator end connections, if piped, shall be in accordance with piping
specifications.
4.13.1.7 Panel light functions that duplicate annunciator readouts shall not be
repeated from the annunciator.
4.13.1.8 Prior to fabrication, owner’s approval shall be required for:
a. Layout of panel face-mounted and internal components
b. Design of system cabinets
c. Detail drawings
d. Materials of construction
e. Nameplate wording
4.13.1.9 Process fluids other than air shall not be permitted inside any electrified
local panel.
4.13.2 Construction
4.13.2.1 The general construction of the panels shall:
a. Be in accordance with NEC Article 409 or UL 508A – Standard for
Industrial Control Panels
b. Have a minimum 5 mm (3/16-inch) thick steel plate vertical face
c. Be totally enclosed with rear access door or doors that provide
sufficient clearance for full internal access
d. Have all stainless steel hardware
e. Have a self-supporting box type main framework made of stainless
steel or carbon steel standard structural shapes coated for the
environment
f. Have lifting provision integral to panel box frame
g. Have a weather hood or canopy of minimum 12 gage metal at top of
front panel to protect the panel face instrumentation, if specified for
outdoor installation
h. Have adequate panel internal lighting, if located indoors
i. Have adequate lighting internally and externally, if located outdoors
(Area lighting shall not be assumed to be adequate.)
4.13.2.2 The rear of each local panel or panel section shall have:
a. A steel primary framework for supporting conduit, tubing, wireway,
switches, air piping, and instrument accessory items (e.g., relay
enclosures, transducers, pressure switches, valves, and air relays)
b. Framework design that does not interfere with instrument
connections or with access needed for maintenance or adjustment
4.13.2.3 Rear access doors shall be:
a. Flush fitting
b. Gasketed
c. Secured with three-point latches
4.13.3.2 Pneumatic signal tubing shall enter local control panel through the sides
by way of bulkhead union fittings.
4.13.4 Instrument Electrical Equipment
4.13.4.1 Pilot lights, pushbuttons, and switches shall:
a. Be oil-tight, heavy duty type
b. Have open screw type terminals only
c. Have pushbuttons supplied with protective guards or that are
recessed mounted
d. Use lamps that are derated (e.g., rated for 240 volts AC if operated
at 120 volts AC)
e. Be in accordance with PIP PCCEL001, Section 4.1.8
4.13.4.2 If red and green lights are required for a single information point, the
red light shall be located above the green light.
4.13.4.3 A minimum of one common lamp test pushbutton shall be provided.
4.13.5 Grounding
4.13.5.1 In local panels, each signal pair shall be:
a. Referenced to the Instrument Ground Bus (IGB) by a single circuit
connection
b. Isolated from ground elsewhere
4.13.5.2 Local control panels shall have a copper ground bus as follows:
a. Of 8 mm by 50 mm by 250 mm (1/4-inch by 2-inch by 10-inch)
minimum dimensions
b. Complete with solderless connector for one No. 4 AWG, bare-
stranded, copper ground cable
c. On each end panel if the control panel has multiple sections or has a
panel face width greater than 1.5 meters (5 feet)
4.13.5.3 The system ground cable (copper) shall be provided and installed by the
owner.
4.13.5.4 Each panel-mounted metal instrument shall have an individual ground
wire from the chassis to the common panel AC safety ground bus
(usually provided near the power cord).
4.13.6 Wiring
4.13.6.1 An opening shall be provided for field-installed wiring. Opening shall
be plugged for shipment.
4.13.6.2 If panel contains devices that must be purged to meet electrical area
classification, owner approval shall be required and an enclosure shall
be fabricated for this device.
4.14.1.5 SIS shall be designed to put the packaged equipment in a safe mode
upon initiation of a:
a. Safety system instrument input
b. Manual operator shutdown action
c. Power failure
4.14.1.6 Analog devices shall be used as inputs to the SIS. Discrete inputs may
only be used if using analog devices is not practical. Owner approval
shall be required for discrete inputs.
4.14.1.7 Initiating devices for SIS shall:
a. Be independent, dedicated primary elements
b. Have individual, dedicated process connections
c. Not be a primary element used in a control or indicating loop
4.14.1.8 Each SIS signal shall have a pre-alarm indicating an impending
activation of the SIS.
4.14.1.9 Unless specified otherwise, alarm, shutdown, and ON/OFF control
signals shall be 24 volt DC with battery back up and dual power supply.
4.14.1.10 Redundant instruments shall be powered by separate circuits and
separate branches if practical. Separate I/O cards shall be considered.
4.14.1.11 See the purchaser’s PIP PCSPS001-D Data Sheet for owner
requirements on use of energized or de-energized safety systems.
4.14.1.12 Alarm and SIS shutdown systems shall:
a. Be of fail-safe design
b. Be activated by the loss of power
c. Be normally energized
d. Go to de-energized state to initiate shutdown
e. Have solenoid valve and relay coils energized during normal
operating conditions
f. Have initiating signal contacts closed during normal operating
conditions for the following devices:
1) Direct process-operated switches
2) Signal receiving instrument switches
3) Manual shutdown stations
4) Equipment status switches
4.14.1.13 Shutdown systems shall not be pneumatic.
4.14.6.5 Block valves in both inlet and outlet PRV piping, if approved by owner
for maintenance isolation, shall be:
a. Installed in accordance with ASME Boiler and Pressure Vessel
Code Section VIII and API RP 520
b. Easily distinguishable as being either open or closed
c. Equipped with provisions for car-sealing or locking valve in its
fully open and closed positions
4.14.6.6 Upstream and downstream 25 mm (1-inch) vent valves between the
PRV and the corresponding block valve shall be provided.
4.14.6.7 PRVs shall be installed in accordance with inlet and discharge piping
requirements as specified in API RP 520 and API RP 521.
4.14.6.8 Inlet piping shall drain away from the valve.
4.14.6.9 PRV discharge piping shall:
a. Prevent liquid accumulation
b. Discharge to a safe area
c. If an atmospheric vent, be square cut across the end
4.14.6.10 If PRVs relieve to a discharge header, owner shall provide necessary
back pressure information.
4.14.6.11 PRVs shall be tested in accordance with API RP 576.
4.14.7 Rupture Disks
4.14.7.1 Use of rupture disks as the pressure relief device shall require owner
approval.
4.14.7.2 Unless specified otherwise, rupture disks shall be sized in accordance
with ASME Boiler and Pressure Vessel Code Section VIII.
4.14.7.3 Rupture disks shall be installed in a holder specifically designed for the
selected rupture disk.
4.14.7.4 Rupture disk holder design shall prevent disk from being installed
backwards.
4.14.7.5 Rupture disks shall be tension-loaded or reverse buckling types. Disks
designed to open using knife blades or knife rings shall not be
permitted.
4.14.7.6 Fragmenting type rupture disks shall not be used in conjunction with a
PRV.
4.14.7.7 Reverse buckling rupture disks shall not be used in liquid relief service.
4.14.7.8 If specified by owner, a protective rupture disk shall be installed at PRV
inlet to:
a. Minimize potential PRV leakage
b. Prevent plugging from dirty or very viscous process fluid
c. Prevent corrosion of the PRV
4.16.2.5 Wireways in panels and cabinets shall be designed for 50% spare
capacity.
4.16.2.6 Dedicated wireways for separating internal and field wiring shall be
installed.
4.16.2.7 Each wire within a cable, including spares, shall be terminated either in
a single field device or a single field junction box. Splitting cables
among multiple devices/boxes in the field shall not be permitted.
4.16.3 Switches
4.16.3.1 For application of switches in equipment protection, see Section 4.14.
4.16.3.2 Alarm and shutdown switches shall be:
a. Double Pole, Double Throw (DPDT)
b. Hermetically sealed, where available
c. Provided with noble metal switch contacts if not hermetically sealed
d. Snap-acting
e. Vibration resistant
4.16.3.3 Switches shall be mounted such that mechanical vibration does not
cause malfunction or damage.
4.16.3.4 Contact ratings for switches and relays shall:
a. Be sized for the maximum load condition
b. Have a 120 volt AC, 5 ampere or 24 volt DC, 1 ampere minimum
rating
c. Be suitable for an inductive load
d. Have applications reviewed regarding the use of arc suppressors to
ensure a more reliable system
4.16.4 Enclosures
4.16.4.1 Enclosures shall be in accordance with PIP PCSEL001.
4.16.4.2 If air purging is provided for corrosion control, a tag shall be installed
on the enclosure to indicate that purge is for corrosion control purposes.
Corrosion Control shall be in accordance with purchaser’s
PIP PCSPS001-D Data Sheet.
4.16.4.3 Explosion proof enclosures shall not have purging.
4.16.5 Conduit
4.16.5.1 Mechanical protection of wire and cables shall be provided by use of
conduit, cable trays, or physical location.
4.16.5.2 Terminations of conduit shall be in accordance with PIP PCIEL000.
4.16.5.3 Conduit shall be rigid aluminum or galvanized steel as specified on the
purchaser’s PIP PCSPS001-D Data Sheet.
4.16.8.2 Neutral wires shall be white, except if there is more than one. If there is
more than one neutral wire, each wire shall be color coded in
accordance with NEC Article 210.5.
4.16.9 Grounding
4.16.9.1 Special grounding requirements that result from interfacing packaged
equipment instrumentation and/or control system with a plant control
system (DCS, PLCs, etc.) shall be specified by owner.
4.16.9.2 Packaged equipment grounding system design shall require owner
approval.
4.17 Identification
4.17.1 Instruments, equipment, and enclosures shall be identified before shipment using
one of the following methods:
a. Permanently affixed name tag
b. Engraving on the instrument
c. Stainless steel tag affixed with a stainless steel wire, pins, or screws
4.17.2 Instrument tubing, including spares, shall be identified with permanent
identification tags, markers, or nameplates.
4.17.3 Identification tags shall not be paper.
4.17.4 If provided, owner’s block of tag numbers and numbering system description
shall be used in final documentation.
4.17.5 Except as specified in Section 4.17.6, plastic nameplates shall be three-layer
laminate material with black lettering engraved on a white background.
4.17.6 Safety systems nameplates shall have white lettering on a red background.
4.19.1.10 Any items found not in compliance with this Practice during the
supplier tests shall be listed for owner review/approval along with a
statement giving reasons for noncompliance.
4.19.1.11 If supplier tests have not been performed by the scheduled arrival of
the owner’s inspector, back charges for any extra time, travel, and
living expenses required for the services of owner’s inspector shall be
paid to the owner.
4.19.1.12 Back charges for any extra time, travel, and living expenses incurred
from re-testing of packaged equipment due to lack of compliance with
this Practice shall be paid to the owner.
4.19.1.13 Test reports, including a record of any corrections performed, shall be
provided to the owner’s inspector before owner’s factory acceptance
test.
4.19.1.14 Owner shall reserve the right to review documentation provided to
verify that all materials and equipment are new.
4.19.2 Inspection
Owner’s inspector shall have the opportunity to inspect all instruments and
controls to check and verify:
a. Compliance with all requirements
b. All instruments are new (manufactured within 12 months of receipt of
order) unless otherwise approved by owner
c. All instruments are in good condition and calibrated
d. All instrumentation shall be labeled and installed to meet the electrical area
classification
e. Correct location, installation, mounting, piping, tubing, and electrical
connections of all instruments
f. Compliance with applicable codes
g. Visual inspection of all electrical circuits
h. Signal circuit segregation and separation meets requirements of this
Practice
i. All pneumatic circuits and piping and all hydraulic devices and circuits are
correct
j. Identification tags and nameplates for location, appearance, correct
attachment, and data content
k. Clearances:
1) Code required clearances
2) Clearances for maintenance access, repair, or replacement
3) Access requirements of Section 4.2.2.3
4.19.3 Testing
4.19.3.1 Procedures for conducting acceptance tests shall be subject to owner
review and approval.
4.19.3.2 Testing shall verify:
a. All pneumatic circuits and piping and all hydraulic devices and
circuits operate properly at correct pressures and without leaks
Comment: Leak testing should be performed as part of the site
acceptance test.
b. Proper installation of remote pressure seals and filled thermal
systems
c. Correct operation of all instruments and control systems
d. Continuity of all electrical circuits
e. Shorts and ground faults for all electrical circuits
f. Typical junction box layout
4.19.3.3 Known discrepancies, including any found during owner’s acceptance
test, shall be documented in the test report.
4.19.4 Acceptance
4.19.4.1 Correction of discrepancies (including scheduling and method of
performing the work) and responsibility for correction of work shall be
agreed to in writing before shipment.
4.19.4.2 Instrument and control system acceptance shall be valid only if signed
by owner’s authorized inspector.
4.20 Documentation
4.20.1 Documentation Requirements
4.20.1.1 See purchaser’s documentation requirements sheet, PIP PCDPS001-R
(hereafter referred to as the DRS), for documentation requirements.
4.20.1.2 The DRS shall list quantities of each document and their required
delivery dates.
4.20.2 Purchaser’s Data Sheets
4.20.2.1 Completed instrument data sheets, ISA S20 forms, or owner approved
equals, shall be prepared and submitted for owner’s review.
4.20.2.2 Data sheets shall include all specifications for purchasing instruments,
including manufacturer and model number and applicable process
details (e.g., normal, maximum, and minimum operating conditions, all
ranges, and switch settings).
OTHER:
LIST OF CONTROL VALVES REQUIRING BLOCK, BYPASS AND DRAIN VALVES:
LIST OF CONTROL VALVES REQUIRING SPECIAL ACTUATORS:
OTHER:
ASSOC. PIP
DATA SHEET PCSPS001-D
PCSPS001
PAGE 5 OF 5
PACKAGED EQUIPMENT INSTRUMENTATION
DECEMBER 2007
IDENTIFICATION (PIP PCSPS001, SECTION 4.17)
ENGINEERING CONTRACTOR/DESIGNER SPECIFIED TAGGING REQUIREMENTS ARE AS FOLLOWS:
AS SPECIFIED BY THE OWNER AS SPECIFIED BY THE DESIGNER
AS SPECIFIED BY THE SUPPLIER WITH OWNER APPROVAL OTHER:
PIP PCDPS001
Packaged Equipment Instrumentation
Documentation Requirements Sheet
and Instructions
PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES
In an effort to minimize the cost of process industry facilities, this Practice has
been prepared from the technical requirements in the existing standards of major
industrial users, contractors, or standards organizations. By harmonizing these technical
requirements into a single set of Practices, administrative, application, and engineering
costs to both the purchaser and the manufacturer should be reduced. While this Practice
is expected to incorporate the majority of requirements of most users, individual
applications may involve requirements that will be appended to and take precedence
over this Practice. Determinations concerning fitness for purpose and particular matters
or application of the Practice to particular project or engineering situations should not
be made solely on information contained in these materials. The use of trade names
from time to time should not be viewed as an expression of preference but rather
recognized as normal usage in the trade. Other brands having the same specifications
are equally correct and may be substituted for those named. All Practices or guidelines
are intended to be consistent with applicable laws and regulations including OSHA
requirements. To the extent these Practices or guidelines should conflict with OSHA or
other applicable laws or regulations, such laws or regulations must be followed.
Consult an appropriate professional before applying or acting on any material
contained in or suggested by the Practice.
PRINTING HISTORY
December 1999 Issued
December 2007 Complete Revision
PIP PCDPS001
Packaged Equipment Instrumentation
Documentation Requirements Sheet
and Instructions
Table of Contents
1. Introduction................................. 2
1.1 Purpose............................................ 2
1.2 Scope ............................................... 2
2. References .................................. 2
2.1 Process Industry Practices .............. 2
Data Form
PIP PCDPS001-R –
Packaged Equipment Instrumentation
Documentation Requirements Sheet
1. Introduction
1.1 Purpose
This Practice provides the purchaser with the method for preparing
PIP PCDPS001-R, Packaged Equipment Instrumentation Documentation
Requirements Sheet.
Packaged equipment suppliers should also become familiar with the symbology used.
1.2 Scope
This Practice contains key information about the requirements of the owner which
are important to clearly communicate to the Packaged System Supplier. The
documentation requirements sheet is to be completed by the designer with owner
input, review, and approval.
This documentation requirements sheet is to be used in conjunction with
PIP PCSPS001 and PIP PCTPS001.
2. References
Applicable parts of the following Practices, industry codes and standards, and references shall
be considered an integral part of this Practice. The edition in effect on the date of contract
award shall be used, except as otherwise noted. Short titles are used herein where appropriate.
1. GENERAL
2. Statement of compliance X
3. List of non-compliant items X
4. List of exceptions to specification X
5. Piping and Instrument Diagrams (P&ID) P 3P A4 2S1R B4 1E C2
4.1 In this example, the owner requires a statement of compliance, list of non-compliant
items, and a list of exceptions to the specification to be provided by the packaged
equipment supplier along with the quote.
4.2 Regarding Piping and Instrument Diagrams (P&ID), the owner requires:
4.2.1 A sample print along with the quote (note: sample print is a specification
requirement)
4.2.2 Three approval prints four weeks after award of contract
4.2.3 Two shotdown (reduced copies) and one reproducible certified copies four
weeks before work starts
4.2.4 One electronic media copy of as-builts two weeks after work is complete
FACILITY NAME/LOCATION:
ITEM NAME: PURCHASER/LOCATION:
ITEM TAG NO.: JOB NO.:
SERVICE: PURCHASER ORDER NO.:
UNIT: SUPPLIER/LOCATION:
P&ID NO.: SUPPLIER ORDER/SERIAL NOS.: /
1. Submittal of documentation is a condition of invoice payment. Refer to contract or purchase order.
2. Purchaser review of documentation shall not relieve supplier of responsibility.
Instructions
1. Complete and return this form with quotation.
2. Submit “With Quote” documentation with quotation.
3. Supplier shall submit documentation in compliance with documentation requirements sheet(s) as regards timing,
quantity, and form of documentation.
4. Documentation shall be identified by project, purchase order or contract number, and item number.
5. All drawings and documents shall be black on white with clear image suitable for reproduction. Drawings and documents
shall show information for this project only. Purchaser, at its sole discretion, may accept preprinted standard data if
applicable information is clearly indicated and nonapplicable information is cross-hatched out.
6. “As Built” documents and data books shall be submitted at time of equipment completion.
7. If hard copy data books are required, data shall be provided on three-hole paper and bound in hard covers. Unless
clarity is adversely affected, drawings shall be reduced to scale on 11-inch by 17-inch paper. If the clarity of reduced
drawings is adversely affected, large drawings shall be folded and placed in heavy-duty, three-sided plastic covers and
inserted into the binders.
8. Identify supplier representative responsible for documentation:
NAME:
TITLE:
PHONE:
DEFINITIONS
1. Approval: Submitted for purchaser review and comment.
2. Certified: Certified correct by purchaser/supplier and incorporates comments by purchaser from approval copy.
3. As Built: Incorporates modifications made during fabrication.
REMARKS
PIP PCTPS001
Packaged Equipment Instrumentation
Inspection and Testing Requirements Sheet
PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES
In an effort to minimize the cost of process industry facilities, this Practice has
been prepared from the technical requirements in the existing standards of major
industrial users, contractors, or standards organizations. By harmonizing these technical
requirements into a single set of Practices, administrative, application, and engineering
costs to both the purchaser and the manufacturer should be reduced. While this Practice
is expected to incorporate the majority of requirements of most users, individual
applications may involve requirements that will be appended to and take precedence
over this Practice. Determinations concerning fitness for purpose and particular matters
or application of the Practice to particular project or engineering situations should not
be made solely on information contained in these materials. The use of trade names
from time to time should not be viewed as an expression of preference but rather
recognized as normal usage in the trade. Other brands having the same specifications
are equally correct and may be substituted for those named. All Practices or guidelines
are intended to be consistent with applicable laws and regulations including OSHA
requirements. To the extent these Practices or guidelines should conflict with OSHA or
other applicable laws or regulations, such laws or regulations must be followed.
Consult an appropriate professional before applying or acting on any material
contained in or suggested by the Practice.
PRINTING HISTORY
December 1999 Issued
December 2007 Complete Revision
FACILITY NAME/LOCATION:
ITEM NAME: PURCHASER/LOCATION:
ITEM TAG NO.: JOB NO.:
SERVICE: PURCHASER ORDER NO.:
UNIT: SUPPLIER/LOCATION:
P&ID NO.: SUPPLIER ORDER/SERIAL NOS.: /
1. Purchaser denotes purchaser or designated representative.
2. Purchaser reserves the right to witness all aspects of manufacturing, to review and reject manufacturing equipment,
testing equipment, test procedures, and test results; and to reject product not meeting requirements.
3. Purchaser shall be given written notice ____ days before inspection or test.
4. Purchaser may perform additional testing, inspection, or both.
5. The submission of inspection and testing results is a condition of acceptance and payment.
S = Supplier supplied inspection or test
W = Purchaser witnessed inspection or test
D = Document results of inspection or test
INSPECTION OR TEST
DP = Send documentation to purchaser
S W D DP
Remarks
Yes/No Yes/No Yes/No Yes/No
INSTRUMENT AND CONTROLS ACCEPTANCE TESTING
1. Factory Acceptance Test (FAT)
2. Review of Supplier’s Test Report
3. Site Acceptance Test (SAT)
PNEUMATIC INSTRUMENTATION
4. Leakage test of all piping and tubing
5. Functional test of all instruments
6. Functional test of all control loops
ELECTRIC/ELECTRONIC INSTRUMENTATION
7. Wiring test – Proper connections and continuity
8. Wiring test – Absence of short circuits
9. Wiring test – Lack of ground faults
10. Functional test of all instruments
11. Functional test of all control loops
12. Verification of loop response to a simulated input signal
Comment: Information about inspections and tests may be included on this and additional pages.