02 Technip-Coflexip Guide To Directive 97-23 - Ec (Ped)

PRESSURE EQUIPMENT DIRECTIVE
La Nuova Direttiva PED: quale impatto sulla

strumentazione?
AIS - Sezione di Roma
SUMMARY
− New approach Directives
− Pressure Equipment Directive (PED)
−Scope of Pressure Equipment Directive
−Notified Bodies
−Fluids
−Equipment Classification
−Modules
−Materials
−Permantent Joints
− Instrument & Automation Involvement
(Engineers and Manufacturers)
1
NEW APPROACH DIRECTIVES
Following Principles !!!!
Essential Safety Requirements (E.S.R.)
Free Movement
Standards are not mandatory
Harmonized Are presumed to be

Standards in conformity with E.S.R
Manufacturer is free to choose

any technical solution
Manufacturers may choose between

different Conformity Assessment Procedures MODULES
NEW APPROACH DIRECTIVES

FREE PRESUMPTION
MOVEMENT OF CONFORMITY
SURVEILLANCE CONFORMITY
OF MARKET ASSESSMENT
SCOPE
E.S.R 12
NOTIFIED
9 3
BODIES
6
TRANSPOSITION ADMINISTRATIVE
COOPERATION
2
1st Pressure Vessel
New Approach Directive
87/404/EEC - Simple Pressure Vessels

SCOPE
• Vessels manufactured in batch series intended to contain air or nitrogen

• Welded steel vessels (non alloy carbon and aluminium or aluminium alloy)
• Pressure from 0.5 bar to 30 bar
• Product Pressure* Volume between 50 up to 10000 barl
• Simple shape
• In force since 1st July 1992
Pressure Equipment Directive 97/23/EC
The Products
- Boilers Mandatory
- Vessels from
May 29th 2002
- Piping
- Accessories
- Safety Devices
MWP(=PS) > 0.5 Barg
Whatever the capacity !!!
3
Example of Pressure Equipment Submitted to PED
Lighters
Gauges
Bulk Containers
Fire Extinguishers
Globe Valves
Control Valves Safety Valves
Pressure Equipment Directive 97/23/EEC

Example of Pressure Equipment Submitted to PED
STEAM
EQUIPMENT
PIPING
GAS
VESSELS
4
Items Excluded From PED
Pressure Equipment Equipment
covered by other covered
by aerosol
directives
dispensers
Directive
- 84/525/EEC,
- 84/526/EEC, Vessels designed Tyres,
- 84/527/EEC for the transport and Balls
distribution of for play
drinks having : ground
- 87/404/EEC - PS*V < 500 Bar.L
- PS < 7 Bar
Bottles
and cans Steam Waterways,
for drinks Penstocks,
Nuclear Use,
Military Use,

Items Excluded From PED
Exhaust and inlet
Turbines silencers
Vessels designed to
contain liquids with
a gas pressure above
Internal
the liquid of not more
combustion
than 0.5 bar
engines
Enclosures for high-voltage elect.Equip.

(control gear, transformers,
Steam rotating machines)
engines
Pressurized pipes for the containment of
transmission systems (elect. Tele.)
10
5
Why it ’s a BIG CHANGE ?

NOTIFIED BODIES
National Authorities •Technical Competence
•Insurance
•Third Party
•Link with Nat/Eup Org.
•Wide Representation
•Professional Integrity
11
NOTIFICATIONS
European approval for materials N.B. 1
Qualification of Operating Procedures N.B./R.T.P.
Approval of Personnel for joining parts. N.B./R.T.P.
Qualification of Personnel for N.D.T. N.B./R.T.P.
Application of Modules N.B. 2/U.I.
N.B. : Notified Body

R.T.P. : Recognized Third Party organisation
U.I. : User Inspectorate
12
6
USER INSPECTORATES
u Second Party inspection body

u Property of Groups (Oil Companies, etc)
u Applicable modules are A1, C1, F and G
u Designation by Member States
u No CE marking
u Pressure Equipment used only in factories
operated by the same Group
u No free movement of equipment
13

ESSENTIAL SAFETY REQUIREMENTS
GENERAL SPECIFIC
REQUIREMENTS REQUIREMENTS
Design (parameters) Fired or otherwise heated pressure

equipment with a risk of overheating
Manufacturing
Piping
Materials Specific quantitative requirements
14
7
FLUIDS
DIRECTIVE "67/548/EEC" PED Classification
E - Explosive
- Oxidizing GROUP 1
O
F+ - Extremely flammable
F - Highly flammable
R 10 - Flammable
T+ - Very toxic Dangerous Fluids
T - Toxic
Xn - Harmful
C - Corrosive GROUP 2
Xi - Irritant
R 42 and/or R 43 - Sensitizing
Carc. Cat. - Carcinogenic
Mut. Cat. - Mutagenic
Repr. Cat. - Toxic for reproduction Fluids not referred
N and/or R 52, - Dangerous in Group 1
R 53, R 59 for environment
15

CLASSIFICATION OF EQUIPMENTS
Based on
- Type of Equipment ------> Vessel, Piping, Accessories

- Nature of fluid ------> Gas, Liquid,Steam
- Fluids ’ Danger ------> Dangerous and Other
- Maximum working pressure Ps
- Volume or nominal dimension V or DN
9 TABLES =
4 Hazard Categories
16
8
TECHNICAL REQUIREMENTS
Products Vessels Piping Fluids

Gases, liquefied gases, gases dissolved under
pressure, vapours and also those liquids TABLE 1 TABLE 6 Group 1
whose vapour pressure at the maximum
allowable temperature is greater than 0,5 bar
above normal atmospheric pressure, (1013 TABLE 2 * TABLE 7 Group 2
mbar)
Liquids having a vapour pressure at the TABLE 3 TABLE 8 Group 1

maximum allowable temperature of not more
than 0,5 bar above normal atmospheric
pressure (1013 mbar) TABLE 4 TABLE 9 Group 2
Fired or otherwise heated pressure

equipment with the risk of overheating
The demarcation lines in the conformity
intended for the generation of steam or
assessment tables indicate the upper limit TABLE 5
super-heated water at temperatures
for each category
higher than 110°C having a volum
greater than 2 l, and all pressure cookers
* All portable extinguishers and bottles for breathing apparatus are in the scope of Table 2
17

Table 1
Vessels referred to in Article 3, Section 1.1 (a), first indent (Vessels, Gas, Group 1)
10000
PS
(bar)
PS = 1000
1000
PS = 200
100
V=1l
PS*V = 1000
PS*V = 50
10
PS*V = 200
PS*V = 25
1 Article 3, paragraph 3
I II III IV
PS =0,5
0,5
0,1
0,1 1 10 100 1000 10000 100000
Exceptionally, vessels intended to contain an unstable gas and V (l)
falling within categories I or II on the basis of table 1 must be classified in category III.
18
9
Table 6
Piping referred to in Article 3, Section 1,3 (a), first indent
10000
PS
DN = 100
DN = 25
(bar)
1000
II III
100
Article 3, paragrah 3
PS*DN = 1000 PS*DN = 3500

10
DN = 350
DN = 100
1
I
PS = 0,5
0,1
0,1 1 10 100 1000 10000
Exceptionally, piping intended for unstable gases and falling within categories I or II on the DN
basis of Table 6 must be classified in category III.
19

Table 7
Piping referred to in Article 3, Section 1.3 (a), second indent
10000
PS
(bar) I II
1000
DN = 250
DN = 100
III
100
Article 3, paragraph 3
10
PS*DN = 5000
PS*DN = 1000
PS*DN = 3500
1
PS = 0,5
0,1
0,1 1 10 100 1000 10000 100000
Exceptionally, all piping containing fluids at a temperature greater than 350°C and falling DN
within category II on the basis of Table 7 must be classified in category III
20
10
Table 8
Piping referred to in Article 3, Section 1.3 (b), first indent
10000
PS
(bar)
III
1000
DN = 25
PS = 500
100
II
10 PS = 10
PS*DN = 2000
I
1
PS = 0,5
0,1
0,1 1 10 100 1000 10000 100000
DN
21

Table 9
Piping referred to in Article 3, Section 1.3 (b), second indent
10000
PS
(bar)
II
1000
DN = 200
PS = 500
100
I
PS*DN = 5000
10 PS = 10
1
PS = 0,5
0,1
0,1 1 10 100 1000 10000 100000
DN
22
11
PARTICULAR CASE
Equipment Article 3 § 3
ü Must be designed and manufactured in accordance with

the sound engineering practice
ü Are not submitted to E.S.R.
ü Are not submitted to C.A.P. (Conformity Assessment Procedure)
ü Must not bear the CE marking
ü Has the benefit of free movement
23

CONFORMITY ASSESSMENT PROCEDURE = MODULES
Define the activities necessary to preform
the Conformity Assessment
Define the responsibilities and the activities
for both Manufacturer and Notified Body.
Numbering A to H
Modules with or without QA
Modules with or without Notified Bodies
Modules for Design and Production
Choice depending on the Equipment Category
24
12
MODULES - Examples
Module B1 Module F
(Design EC examination) (Product Verification)
ð Application content (M) ð Compliance of Manufacturing
ð Description of the Equipment Processes with the Design
and Technical Documentation(M) Examination Cert. (M)
ð Review of Technical ð CE Mark the Equipment. (M)
Documentation by NB ð Verify that personnell performing the
ð Verify if the E.S.R. are fullifilled Permanent Joint are qualified. (NB)
(NB) ð Verify that Material Certificates are in
ð Assess the material selection if compliance with PED (Annex I sect.
not covered by Harmodized Std. 4.3) (NB)
or European Approval. (NB) ð Perform the final inspection and Proof
ð Issue the EC Design Test (Annex I sect. 3.2) (NB)
Examination Certificate (NB) ð Affix the NB identificatiion Number
(NB)
25

Simplified Flowchart MODULES
Design Phase Production Phase
Module A (Internal Control of Production)
Module A1 (Int. Control of Prod. with monitoring of Final Assessment)
Module D1 (Production QA - ISO 9003)
Manufacturer
Module E1 (Product QA - ISO 9002)

Module C1(conformity to type)
Module B
(Type Examination) Module D
(Production QA - ISO 9002)
Module E
Module B1 (Product QA - ISO 9003)
(Design Examination)
Module F (Product Verification)
Module G (Unit verification)
Module H (Full Quality Assurance)
Module H1 ( Full Quality Assurance with
Design Examination and Special Survelliance of Final Assessment)
26
13
Basic MODULES
Number Definition Design phase Production phase Notified Body Q/A

A Internal control of production YES YES NO NA
A1 Internal control of production YES YES NO NA
B Type-examination YES NO YES NA
B1 Type-examination YES NO YES NA
YES
D Production quality assurance NO YES + Mod. B or B1 YES
(ISO 9002)
YES
D1 Production quality assurance NO YES YES
(ISO 9002)
YES
E Product quality assurance NO YES + Mod. B YES
(ISO 9003)
YES
E1 Product quality assurance NO YES YES
(ISO 9003)
F Product verification NO YES + Mod. B or B1 YES NA
G Unit verification YES YES YES NA
YES (ISO
H Full quality assurance YES YES YES
9001)
Full quality assurance (with YES
H1 YES YES YES
special Survelliance) (ISO 9001)
27

Batch series Applicable Modules
Category
Batch (series) One-Off Produc.
without Q/A I A A
F F II
III
A1 D1 A1 E1
B+E B+C1 H B1+D B1+F H
C1 IV B+D B+F H1 G H
G
E
One-off production Batch series
without Q/A D with Q/A
A1
H1
A
E1
Category I
D1
Category II
Category III
One-off production H
with Q/A
Category IV
28
14
Conformity Assessment Modules Table
CE marking
Materi Type and Design
Final Inspection and Final Documentation

Final Inspection and Test Quality System
Quality System Permanent Joints Final Assessment /
Safety Accessories Installation Check (if

Production Quality System Assessment
Welding and NDT Procedure Approval

Examination
NDT Personnel Qualification Approval

als
Fabrication and Tests

Certification
Design Quality System Assessment
EC Type Examination Certificate
Personel Qualification Approval

CATEGORY
EC Design Exam Certificate

CHOICES
EC Design Examination
Conformity Declaration
EC Type Examination
Materials Acceptance
Conformity Certificate
Pressure Test
Assessment
applicable)
MODULES
Check
I All A Internal Controll of Production M M M M M M M M M M M
All A1 Internal Manufacturing Check (1) M M M RTP RTP M M M/I M/I M/I M
II Type D1 Production Quality Assurance M I I M M RTP RTP M M M/I M/I M/I M
Product E1 Product Quality Assurance M I M RTP RTP M M M/I M/I M/I M
B1 EC Design Examination NB I I RTP

Product
D Production Quality Assurance I I RTP RTP M M/I M/I M/I M
B1 EC Design Examination NB I I RTP
Product
F Product Verification RTP RTP M I I I M I
B EC Type Examination NB I I I RTP RTP RTP
III Type
E Product Quality Assurance I RTP RTP M M/I M/I M/I M
Type
C1 Conformity to Type RTP RTP M M/I M/I M/I M
Type H Full Quality Assurance NB I I I M M RTP RTP RTP M M/I M/I M/I M
Product H Full Quality Assurance (3) NB I I I M M RTP RTP RTP M M/I I M/I M

Type
D Production Quality Assurance I I RTP RTP M M/I M/I M/I M
IV Type
F Product Verification RTP RTP M I I I M I
Product G EC Unit Verification NB I RTP RTP RTP M I I I M I
All H1 Full Quality Assurance (2) NB I I I I I RTP RTP RTP M M/I M/I M/I M
(1) with Monitoring of the Final Assessment M Manufacturer

(2) with Design Examination and Special Surveillance of the Final Assessment NB Notified Body
(3) for one-off production of vessels and equipemnt the NB shall perform the Final Assessment for each unit I Notified body in charge of conformity assessment
RTP Recognized Third Party (art. 13) or NB
29

MODULES - Examples
B+C1
(Cat. III - Bacth Series)
Module B (EC Type examination)

ð Application content (M)
ð Description of the Equipment and Technical Documentation(M)
ð Review of Technical Documentation by NB
ð Verify if the E.S.R. are fullifilled (NB)
ð Assess the material selection if not covered by Harmodized Std. or European
Approval. (NB)
ð Issue the EC Type Examination Certificate (NB)
Module C1(Conformity to Type)

ð Compliance of Manufacturing Processes with the Type Examination Cert. (M)
ð CE Mark the Equipment. (M)
ð Perform the Final Inspection and Proof Test (Annex I sect. 3.2) (M)
ð Perform the monitoring of the production with un-expected visits (NB)
ð Verify that the manufactuter actually performs the Final Assessment(NB)
ð Affix the NB identificatiion Number (NB)
30
15
MODULES - Examples
B+E
(Cat. III - Bacth Series)

Approval. (NB)
Module E (Product Quality Assurance)

ð Application to a NB to assess the QA System Compliance to PED (M)
ð Assess the QA according to PED requirements and pay surveillance visits (NB)
ð Perform the Final Inspection and Proof Test (Annex I sect. 3.2) (M)
ð Pay un-expected visits to verify that the QA system is correctly applied and
functioning
31

MODULES - Examples
B+D
(Cat. IV - Bacth Series)
Approval. (NB)
Module D (Product Quality Assurance)

ð Perform the final inspection and Proof Test (Annex I sect. 3.2) (M)
functioning
32
16
MODULES - Examples
B+F
(Cat. IV - Bacth Series)
Approval. (NB)
Module F (Product Verification)

ð Compliance of Manufacturing Processes with the Design Examination Cert. (M)
ð CE Mark the Equipment. (M)
ð Verify that personnell performing the Permanent Joint are qualified. (NB)
ð Verify that Material Certificates are in compliance with PED (Annex I sect. 4.3) (NB)
ð Perform the final inspection and Proof Test (Annex I sect. 3.2) (NB)
33

MODULES - Examples
Module H (Full Quality Assurance, Cat. III)

ð Perform the final inspection and Proof Test (Annex I sect. 3.2) (M)
functioning
Module H1 (Full Quality Assurance, Cat. IV)

As for Module H with the following additional activities:
ð Examination of Design (NB)
ð Issue of an EC-Design Certificate (NB)
ð Increase of the survelliance with special care to the Final Inspection and
Proof Test (Annex I sect. 3.2) (NB)
34
17
MATERIALS
Harmonized Standard
CEN
European Approval
N.B. (a)
Particular Appraisal
N.B. (b)
(Cat III and IV) Particular Appraisal
Manufacturer
(Cat I and II )
35

PERMANENT JOINING
Welding Category of risk
Type of task
Brazing Category I Category II Category III Category IV
Permanent Joint
Riveting No approval R.T.P. or N.B. R.T.P. or N.B. R.T.P. or N.B.
Procedure
Expanding Permanent Joint

No approval R.T.P. or N.B. R.T.P. or N.B. R.T.P. or N.B.
Personnel
NDE of Permanent
Gluing Joints Personnel
No approval No approval R.T.P. or N.B. R.T.P. or N.B.
Joints which cannot be

disconnected except by
destructive methods
36
18
MARKING
- Name and address - Volume V in L- Nominal size DN

(identification of the manufacturer) - Test pressure PT in Bar
- Year of manufacture - Date of pressure test
- Identification of pressure equipment - Safety device set pressure in Bar
- Essential maxi/mini allowable limits - Intended use
- Filling ratio in kg/l
- Maximum filling mass in kg
- Tare mass in kg
- Product group (1 or 2)
- Etc...
37
INSTRUMENTATION & AUTOMATION

INVOLVEMENT
Level Glass
Safety Device
Assembly
Piping
Pump
Valve
(Out of PED)
Vessel
38
19
INVOLVEMENT
General
ü Define a Company General Policy for PED implementation in its
own Europen Plants
ü A set of documents issued by Company may need to be
modified to contain all the information required/needed for PED
implementation
ü If needed for QA modules the Quality System shall be adapted to
the PED
ü Pressure Equipment Classification
ü Prescription from Costumers
ü Information from Costumers
39

INVOLVEMENT
Pressure Accessories (cat. I, II and III)

Gauges TP is not the Manufacturer but purchase them
from other.
ü Standard Production (Batch Series)

There are advantage in using Q/A Modules,
Suppliers are going to use H module to
cover all applicable categories
ü Non-Standard Production (One-Off

Prod. and Big Valves)
Both Q/A and not Q/A modules may be
applied without big difference. The choice
Valves
could be left to the Manufacturer.
40
20
INVOLVEMENT
Safety Accessories (cat. IV)

TP is not the Manufacturer but purchase them
from other.
ü Standard Production (Batch Series)
There are advantage in using Q/A Modules,
Suppliers are going to use H1 module to
cover all applicable categories
ü Non-Standard Production (One-Off

Safety Valves, Prod. and Big Valves)
Rupture Disks, Both Q/A and not Q/A modules may be
and Instrument when applied without big difference. The choice
linked to Emergency could be left to the Manufacturer. I
Systems
41

INVOLVEMENT
Prescription/Information from Costumers

ü The costumer shall give some additional information such as:
w Fluid
w Category
w The intended used to avoid any limitation of use in conflict
with the required use.
42
21
INVOLVEMENT
PROPOSAL WARNING
The PED leave the «Manufacturer» free to Choice
the Notified Body .
The Costumer may or may not leave its manufacturers
free to choice the NB
Notified Bodies If the client defines a specific NB it shall be
carrefully considered in the Proposal stage
A specific statement shall be incicated in the Inquiries
and in the bids
The PED leave the «Manufacturer» free to choice the

Assessment Module upon those applicable.
Assessment Module The Costumer may or may not leave its manufacturers
Selection free to choice the Modules
If the client defines a specifics Modules it shall be
carrefully considered in the Proposal stage
43

INVOLVEMENT
Web sites
u Official Site:
u http://ped.eurodyn.com
u http://europa.eu.int/comm/enterprise/newapproach/
standardization/harmstds/reflist/equippre.html
u http://europa.eu.int/comm/enterprise/newapproach/
legislation/nb/en97-23-ec.pdf
u www.tukes.fi/englanti/pressure_equipment/directives/
pressure_directive.html
44
22

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PRESSURE EQUIPMENT DIRECTIVE

La Nuova Direttiva PED: quale impatto sulla

PRESSURE EQUIPMENT DIRECTIVE

Standards are not mandatory

Harmonized Are presumed to be

Manufacturer is free to choose

Manufacturers may choose between

PRESSURE EQUIPMENT DIRECTIVE

NEW APPROACH DIRECTIVES

PRESSURE EQUIPMENT DIRECTIVE

87/404/EEC - Simple Pressure Vessels

• Vessels manufactured in batch series intended to contain air or nitrogen

PRESSURE EQUIPMENT DIRECTIVE

Pressure Equipment Directive 97/23/EC

MWP(=PS) > 0.5 Barg

Whatever the capacity !!!

PRESSURE EQUIPMENT DIRECTIVE

PRESSURE EQUIPMENT DIRECTIVE

Pressure Equipment Directive 97/23/EEC

PRESSURE EQUIPMENT DIRECTIVE

PRESSURE EQUIPMENT DIRECTIVE

Pressure Equipment Directive 97/23/EEC

Enclosures for high-voltage elect.Equip.

PRESSURE EQUIPMENT DIRECTIVE

Why it ’s a BIG CHANGE ?

PRESSURE EQUIPMENT DIRECTIVE

Pressure Equipment Directive 97/23/EC

European approval for materials N.B. 1

Qualification of Operating Procedures N.B./R.T.P.

Approval of Personnel for joining parts. N.B./R.T.P.

Qualification of Personnel for N.D.T. N.B./R.T.P.

Application of Modules N.B. 2/U.I.

N.B. : Notified Body

PRESSURE EQUIPMENT DIRECTIVE

u Second Party inspection body

PRESSURE EQUIPMENT DIRECTIVE

Pressure Equipment Directive 97/23/EC

Design (parameters) Fired or otherwise heated pressure

PRESSURE EQUIPMENT DIRECTIVE

PRESSURE EQUIPMENT DIRECTIVE

Pressure Equipment Directive 97/23/EC

- Type of Equipment ------> Vessel, Piping, Accessories

PRESSURE EQUIPMENT DIRECTIVE

Products Vessels Piping Fluids

Liquids having a vapour pressure at the TABLE 3 TABLE 8 Group 1

Fired or otherwise heated pressure

PRESSURE EQUIPMENT DIRECTIVE

Pressure Equipment Directive 97/23/EC

PRESSURE EQUIPMENT DIRECTIVE

PS*DN = 1000 PS*DN = 3500

PRESSURE EQUIPMENT DIRECTIVE

Pressure Equipment Directive 97/23/EC

PRESSURE EQUIPMENT DIRECTIVE

PRESSURE EQUIPMENT DIRECTIVE

Pressure Equipment Directive 97/23/EC

PRESSURE EQUIPMENT DIRECTIVE

ü Must be designed and manufactured in accordance with

PRESSURE EQUIPMENT DIRECTIVE

Pressure Equipment Directive 97/23/EEC

Modules with or without Notified Bodies

Modules for Design and Production

Choice depending on the Equipment Category

PRESSURE EQUIPMENT DIRECTIVE

PSDN = 1000 PSDN = 3500