EP 12-5-24CC

AUTOMATED VALVES FOR USE AS EMERGENCY Revision 0.0

ISOLATION AND BLOCK VALVES – BALL VALVES
Date: 11/2021
6” AND SMALLER – CORPUS CHRISTI
Page: 1 of 14

Document Owner: Taylor Beamer

TABLE OF CONTENTS

1.0 TECHNOLOGY SELECTION GUIDE SCOPE AND INTENT FOR AUTOMATED EMERGENCY ISOLATION VALVES
(AEIVS OR EIVS) & AUTOMATED BLOCK VALVES (ABVS)........................................................................................2
2.0 TECHNOLOGY SELECTION FOR EIVS & ABVS...............................................................................................2
3.0 MINIMUM VALVE ASSEMBLY REQUIREMENTS ..........................................................................................2
4.0 PACKING ...................................................................................................................................................2
5.0 ACTUATOR REQUIREMENTS ......................................................................................................................2
6.0 SWITCHES AND POSITION INDICATOR .......................................................................................................3
7.0 BRACKETS .................................................................................................................................................3
7.1 RACK AND PINION ACTUATOR TO THE VALVE ...........................................................................................................3
7.2 PISTON OR SCOTCH YOKE ACTUATOR TO THE VALVE ..................................................................................................3
7.3 ACTUATOR TO INDICATOR AND SWITCH ASSEMBLY ....................................................................................................3
8.0 COUPLINGS ...............................................................................................................................................3
8.1 COUPLING SYSTEM REQUIREMENTS (VALVE TO ACTUATOR)........................................................................................3
9.0 TAGGING REQUIREMENTS.........................................................................................................................4
10.0 VALVE TUBING AND FITTING .....................................................................................................................4
11.0 SOLENOIDS................................................................................................................................................4
12.0 SPEED CONTROL CONSIDERATIONS ...........................................................................................................4
12.1 QUICK EXHAUSTS ...............................................................................................................................................4
12.2 SPEED CONTROLS ...............................................................................................................................................5
13.0 AIR FILTERS ...............................................................................................................................................5
14.0 LOGIC REQUIREMENTS ..............................................................................................................................5
15.0 TABLES ......................................................................................................................................................6
APPENDIX A – PART NUMBER BREAKDOWN FOR JAMESBURY 7160, 7300 AND 9300 SERIES VALVES..................11
APPENDIX B – PART NUMBER BREAKDOWN FOR NELES X SERIES VALVES...........................................................12
ATTACHMENT 1 – TESTING REQUIREMENTS FOR VALVES WITH CAST BODIES.....................................................13
16.0 REVISION LOG .........................................................................................................................................14

This document may not be used or reproduced without the permission of Flint Hills Resources – Maintained by E2G

Printed copies are not controlled. Printed on 07/13/2022 18:02:44

 EP 12-5-24CC
AUTOMATED VALVES FOR USE AS EMERGENCY Revision 0.0
ISOLATION AND BLOCK VALVES – BALL VALVES
Date: 11/2021
6” AND SMALLER – CORPUS CHRISTI
Page: 2 of 14

1.0 TECHNOLOGY SELECTION GUIDE SCOPE AND INTENT FOR AUTOMATED EMERGENCY
ISOLATION VALVES (AEIVs OR EIVs) & AUTOMATED BLOCK VALVES (ABVs)
1.1 This guide was developed to capture and institutionalize “best practices” around the application
of EIVs/ABVs. The exception is for fuel gas service, which TSI007 covers. Matching the valve
technology to specific service conditions minimizes the total life cycle cost of an installation.
1.2 This guide should be used by both Flint Hills Resources (Company) employees and all contracted
engineering firms to guide the selection of EIVs & ABVs for new installations.
1.3 Valves being specified for above ANSI 300 class require individual review with the appropriate
Company site Reliability Technical Group valve technology team member.

2.0 TECHNOLOGY SELECTION FOR EIVS & ABVS.

2.1 Refer to the tables in this guide for selecting the appropriate valve for the process conditions.
2.2 All instrumented equipment will be in compliance with I&PCR – AML & Approved
Vendors/Suppliers List.
2.3 All valves will be in compliance with those listed or referenced in this selection guide.

3.0 MINIMUM VALVE ASSEMBLY REQUIREMENTS

• Class VI shutoff.
• Fire safe to API 607.
• Mechanical visual valve position indication will be required as minimum.
• Electrical components will meet Class I Div. 2 Groups C and D hazardous location
requirements.
• Actuator design for maximum allowable delta P as specified in the process conditions. 100
psig will be the minimum unless otherwise specified.
• Ambient air temp for design purposes is 60°F.

4.0 PACKING
4.1 Eseal packing for all valves in Hydro Carbon service is required.
4.2 Packing for emissions of 500 ppm or less.

5.0 ACTUATOR REQUIREMENTS

5.1 Actuation requiring equal to or less than 5000 inch-pounds will use rack and pinion design.
5.2 Actuation requiring greater than 5000 inch-pounds will use scotch yoke design.
5.3 The vendor shall supply an actuator with a minimum of 1.25 times the calculated required torque.
5.4 The actuator shall be designed to operate dependably with a 60 psig instrument air supply.
5.5 The actuator shall be designed to operate dependably with up to a 125 psig instrument air supply.
5.6 The actuator will be designed with a spring-to-close the valve on loss of air.
5.7 The actuator will be supplied with manufacturers standard paint designed for an outside service
in salt latent air.
5.8 Actuator orientation – The actuator will be installed 90° to the piping run unless otherwise
requested.

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 EP 12-5-24CC
AUTOMATED VALVES FOR USE AS EMERGENCY Revision 0.0
ISOLATION AND BLOCK VALVES – BALL VALVES
Date: 11/2021
6” AND SMALLER – CORPUS CHRISTI
Page: 3 of 14

5.9 The actuator shall be supplied with trim material which will operate in temperatures between –
0°F and +180°F.
5.10 For Manual overrides, if any see standard 4.12.

6.0 SWITCHES AND POSITION INDICATOR

6.1 All valves will be supplied with a position indicator of the Beacon design. The enclosure or switch
pack can or will be supplied with switches or position indication as required.
6.2 The enclosure will be painted using epoxy or powder coat.
6.3 Switches will be of the hermetically sealed proximity type.
6.4 The Beacon should be green and red.
6.5 Mounting should be of the NAMUR design.
6.6 The enclosure shall be explosion-proof design.
6.7 The switch shall be designed for -0°F to 160°F.
6.8 The switch shall be designed to operate at 4 amps 120 VAC minimum.

7.0 BRACKETS
7.1 Rack and Pinion Actuator to the Valve
7.1.1 Brackets shall be designed to withstand one and one half (1.5) times the maximum actuator
torque capacity, after the actuator has been sized according to Section 5.0 of this document.
7.1.2 Material to be SST unless other otherwise approved by Company engineering.
7.1.3 Bolts/Studs, Nuts, and/or Washers to be SST.
7.1.4 Coating (only required if CS is approved for use).
7.2 Piston or Scotch Yoke Actuator to the Valve
7.2.1 Brackets shall be designed to withstand 1.5 times the maximum actuator torque, after the actuator
has been sized according to section 5.0 of this document.
7.2.2 Material to be SST unless otherwise approved by Company engineering.
7.2.3 Bolts/Studs, Nuts and/or Washers to be SST.
7.3 Actuator to Indicator and Switch Assembly
SST bolts and bracket shall be used or supplied by vendor
7.4 The bracket and associated hardware retaining the bracket to the valve and actuator shall be
designed to have a higher torque capacity than the valve coupling, coupling fasteners and/or
valve stem.
7.5 All linkage kit (bracket, coupling, and associated hardware) shall be purchased as a complete kit
and not as individual parts.

8.0 COUPLINGS
8.1 Coupling System Requirements (Valve to Actuator)
8.1.1 The coupling fasteners shall be designed to withstand 1.5 times the maximum actuator torque
capacity, after the actuator has been sized according to Section 5.0 of this document.

This document may not be used or reproduced without the permission of Flint Hills Resources – Maintained by E2G

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 EP 12-5-24CC
AUTOMATED VALVES FOR USE AS EMERGENCY Revision 0.0
ISOLATION AND BLOCK VALVES – BALL VALVES
Date: 11/2021
6” AND SMALLER – CORPUS CHRISTI
Page: 4 of 14

8.1.1.1 The coupling shall be designed to withstand 1.5 times the maximum actuator torque capacity,
after the actuator has been sized according to Section 5.0 of this document. The coupler shall be
designed with either a slip-on no-play coupling design (Jamesbury) or a captured bushing (Neles).
All designs shall prevent walking or disengagement during operation.
8.1.1.2 The keyway shall capture the key to prevent disengagement.
8.1.1.3 The coupling shall be designed to prevent excessive slack between the valve and actuator
8.1.1.4 Coupling material to be either carbon steel or stainless steel
8.1.2 Coupling (Actuator to Switch)
Material recommended is SST. Aluminum is only to be used if approved by Company engineering.
8.1.3 The bracket and associated hardware retaining the bracket to the valve and actuator shall be
designed to have a higher torque capacity than the valve coupling, coupling fasteners, and/or
valve stem.
8.1.4 All linkage kits (bracket, coupling, and associated hardware) shall be purchased as a complete
kit and not individual parts.

9.0 TAGGING REQUIREMENTS

9.1 Vendors tag will be SST and attached to the valve assembly as a minimum using SST wire twisted
to the valve or actuator so it will be secure during shipment and installation.
9.2 The lettering should be a minimum of one-eighth inch and either metal stamped or engraved
legibly.
9.3 The refinery or its representative shall supply tag numbers.

10.0 VALVE TUBING AND FITTING

10.1 All tubing will be 316 seamless SST.
10.2 The tubing fittings will be Parker CPI.
10.3 The tubing will be 1/2" minimum between the actuator and the solenoid for 4" and larger valves.

11.0 SOLENOIDS
See TSI 013 for the proper solenoid selection.

12.0 SPEED CONTROL CONSIDERATIONS

12.1 Quick Exhausts
Considerations to insure fast operation or valve closure (typically for valves 4” and larger).
12.1.1 Mounting shall be as close to the actuator as physically possible.
12.1.2 Port connection size – 1/2" minimum for 4" and larger.
12.1.3 Body material will be aluminum.
12.1.4 Diaphragm material will be Viton.
12.1.5 Maximum working pressure design: 150 PSIG minimum.
12.1.6 Operating temperature 0°F to +400°F.

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 EP 12-5-24CC
AUTOMATED VALVES FOR USE AS EMERGENCY Revision 0.0
ISOLATION AND BLOCK VALVES – BALL VALVES
Date: 11/2021
6” AND SMALLER – CORPUS CHRISTI
Page: 5 of 14

12.1.7 1/2" – Schrader Bellows with Fluorocarbon diaphragm PN 0R50VB (or equal) for valves 4” and
larger.
12.2 Speed Controls
Use Parker Hannifin catalog 390 n series needle valve. Valve to be SS body and knob, tamper
proof knob and nitrile trim.

13.0 AIR FILTERS

13.1 Each valve will be supplied with a 40 micron filter.
13.2 The 40 micron filter will be supplied complete with 1/2" npt connections, metal bowl and twist
drain.

14.0 LOGIC REQUIREMENTS

See standard 4.12 for logic and operational requirements.

This document may not be used or reproduced without the permission of Flint Hills Resources – Maintained by E2G

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 EP 12-5-24CC
AUTOMATED VALVES FOR USE AS EMERGENCY Revision 0.0
ISOLATION AND BLOCK VALVES – BALL VALVES
Date: 11/2021
6” AND SMALLER – CORPUS CHRISTI
Page: 6 of 14

15.0 TABLES

Table 1 – Company Technology Selection Standard for ANSI 150-300 Ball Valves

Soft Seats < 450F Soft Seats < 450F Metal Seats -330F-1100F
General Description
(Full Port) (Reduced Port) (Full Port)

Jamesbury 9000 Jamesbury 7000

Type Neles X Series
Series(1) Series(1)
Bubble Tight, Zero
Shut Off Capabilities Bubble Tight, Zero Leak Class VI Standard
Leak
Notes:
1) Full ported valves are the valve of choice. Reduce port valves should be considered for replacement in kind.
New installations should use full ported valve unless the process indicates otherwise.

This document may not be used or reproduced without the permission of Flint Hills Resources – Maintained by E2G

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 EP 12-5-24CC
AUTOMATED VALVES FOR USE AS EMERGENCY Revision 0.0
ISOLATION AND BLOCK VALVES – BALL VALVES
Date: 11/2021
6” AND SMALLER – CORPUS CHRISTI
Page: 7 of 14

Table 2 – Light Duty Valves

Use in Fuel oil#1, #2, Naphthas and LPG Gases Like H2, Butane etc.
Position
Flange Rating, Actuator Position
Valve Part Actuator Indicator
Bore & Temp Mfr Part Indicator
Number Mfr Part
limits Number Mfr
Number

Topworx
DXP-
L21GNEB
Switches
Westlock
D281-NT-
CS 150 RF 2M06-RG-
Topworks
reduced bore Metso __7150 31 Metso VPVL___SR EX-3
and
<450F ball valve (Jamesbury) 2236 XTZ1 (Jamesbury) 4/5(1) (Feedback)
Westlock
type Or
D281-NT-
0000-RG-
EX-3
(Requires
IRTG
Approval)
Topworx
DXP-
L21GNEB
Switches
Westlock
D281-NT-
CS 300 # RF Full Topworks 2M06-RG-
Metso __9300 31 Metso VPVL___SR EX-3
Pattern <450F full and
(Jamesbury) 2236 XTZ1 (Jamesbury) 4/5(1) (Feedback)
bore ball valve type Westlock
Or
D281-NT-
0000-RG-
EX-3
(Requires
IRTG
Approval)
Topworx
DXP-
L21GNEB
4” and less Switches
Rack / Westlock
pinion(1) D281-NT-
CS 150# R F Full XT__CWGA VPVL___SR Topworks
Metso Metso 2M06-RG-
Pattern > 450 F up J2SJHADA+ 4/5 and
(Neles) (Jamesbury) EX-3
to 750F full bore T6 Westlock
6” (Feedback)
Piston Style Or
B1JU D281-NT-
0000-RG-
EX-3
(Requires

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 EP 12-5-24CC
AUTOMATED VALVES FOR USE AS EMERGENCY Revision 0.0
ISOLATION AND BLOCK VALVES – BALL VALVES
Date: 11/2021
6” AND SMALLER – CORPUS CHRISTI
Page: 8 of 14

Table 2 – Light Duty Valves

IRTG
Approval)

Topworx
DXP-
L21GNEB
Switches
4” and less Westlock
Rack / D281-NT-
pinion(1) 2M06-RG-
CS 300# RF Full XA__DWGA VPVL___SR Topworks
Metso Metso EX-3
Pattern >450F up J2SJHADA+ 4/5 and
(Neles) (Jamesbury) (Feedback)
to 750F full bore T6 Westlock
6” Or
Piston Style D281-NT-
B1JU 0000-RG-
EX-3
(Requires
IRTG
Approval)
Notes:
1) See Section 5.0 for torque requirements.

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 EP 12-5-24CC
AUTOMATED VALVES FOR USE AS EMERGENCY Revision 0.0
ISOLATION AND BLOCK VALVES – BALL VALVES
Date: 11/2021
6” AND SMALLER – CORPUS CHRISTI
Page: 9 of 14

Table 3 – Heavy Duty Valves

Use in Crude, Reduced Crude, Vacuum Gas Oils, Cycle Oil, Clarified Oil, Vacuum Tower Bottoms, and Coker Feed.
Position
Flange Ratings & Actuator Part Position Indicator Part
Mfr Part Number Actuator Mfr Indicator
Temp limits Number Number
Mfr

Topworx
4” and less(1) DXP-L21GNEB Switches
Rack / pinion Westlock
CS 150# RF Topworks D281-NT-2M06-RG-EX-
Metso VPVL___SR4/5
Full Pattern Metso (Neles) XT__CWGAJ2SJGADA+T6 and 3 (Feedback)
(Jamesbury) 6”
(0 F - +750F) Westlock Or
Piston Style
D281-NT-0000-RG-EX-3
B1JU
(Requires IRTG
Approval)
Topworx
4” and less(1) DXP-L21GNEB Switches
Rack / pinion Westlock
CS 300# RF Topworks D281-NT-2M06-RG-EX-
Metso VPVL___SR4/5
Full Pattern Metso (Neles) XA__DWGAJ2SJGADA+T6 and 3 (Feedback)
(Jamesbury) 6”
(0 F - +750F) Westlock Or
Piston Style
D281-NT-0000-RG-EX-3
B1JU
(Requires IRTG
Approval)
Topworx
4” and less(1) DXP-L21GNEB Switches
Rack / pinion Westlock
SS 150# RF Topworks D281-NT-2M06-RG-EX-
Metso VPVL___SR4/5
Full Pattern Metso (Neles) XT__CWGAS6SJGADD+T6KU and 3 (Feedback)
(Jamesbury) 6”
(0 F – +1100F) Westlock Or
Piston Style
D281-NT-0000-RG-EX-3
B1JU
(Requires IRTG
Approval)

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 EP 12-5-24CC
AUTOMATED VALVES FOR USE AS EMERGENCY Revision 0.0
ISOLATION AND BLOCK VALVES – BALL VALVES
Date: 11/2021
6” AND SMALLER – CORPUS CHRISTI
Page: 10 of 14

Table 3 – Heavy Duty Valves

Topworx
4” and less(1) DXP-L21GNEB Switches
Rack / pinion Westlock
SS 300# RF Topworks D281-NT-2M06-RG-EX-
Metso VPVL___SR4/5
Full Pattern Metso (Neles) XA__DWGAS6SJGADD+T6KU and 3 (Feedback)
(Jamesbury) 6”
(0 F - +1100F) Westlock Or
Piston Style
D281-NT-0000-RG-EX-3
B1JU
(Requires IRTG
Approval)
Notes:
1) See Section 5.0 for torque requirements.

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 EP 12-5-24CC
AUTOMATED VALVES FOR USE AS EMERGENCY Revision 0.0
ISOLATION AND BLOCK VALVES – BALL VALVES
Date: 11/2021
6” AND SMALLER – CORPUS CHRISTI
Page: 11 of 14

APPENDIX A – PART NUMBER BREAKDOWN FOR JAMESBURY 7160, 7300 AND 9300 SERIES
VALVES
**7300 31 2236 XTZ1.
**9300 31 2236 XTZ1.

** = Size
9150 = Full Port 150# RF
9300 = Full Port 300# RF
7150 = Reduced Port 150# RF
7300 = Reduced Port 300# RF

31 = RF/Fire Tight

22 = Body/Carbon Steel (WCB)

36 = Ball & Stem/316SS (CF8m)

XTZ = Xtreme/PTFE/TFM

1 = Body/Bonnet Bolting (Carbon Steel ASTM A193 Gr B7 bolts/ASTM A194 Gr 2H nuts)

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 EP 12-5-24CC
AUTOMATED VALVES FOR USE AS EMERGENCY Revision 0.0
ISOLATION AND BLOCK VALVES – BALL VALVES
Date: 11/2021
6” AND SMALLER – CORPUS CHRISTI
Page: 12 of 14

APPENDIX B – PART NUMBER BREAKDOWN FOR NELES X SERIES VALVES

XT**CWGAJ2SJHBDA+T6
XT**CWGAJ2SJGBDA +T6
&
XA**DWGAJ2SJHBDA+T6
XA**DWGAJ2SJGBDA+T6
&
XT__CWGAS6SJHADD+T6KU
XA__DWGAS6SJHADD+T6KU
XT ** C = 150#
XA ** D = 300#

** = Size

W= RF

GA = Live Load (Eseal packing)

J2 = Carbon Steel Body material

S6 = Stainless Steel – A351 gr CF8M

SJ =Ball Material (316SS with Hard Chrome coating)

SL = Ball Material (316SS with NiBo coating)

H = Seat Type (High Temp Graphite with Incoloy Spring)

G = Seat Type (High Temp Graphite with Incoloy Spring with partial proof seat)

A = Seat Material (316 SS with Cobalt based hard facing)

B = Seat Material (316 SS with Cr Carbide)

D = Body gasket (Graphite)/Steam Packing (Graphite)/Thrust Bearing (Alloy 6)

A = Bolting (B7 studs & 2H nuts)

D = Bolting for SS valve (B8M studs & 8M nuts)

T6 = Class 6 shutoff
KU = PMI for stainless valves (Company requirement for SS bodies)

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 EP 12-5-24CC
AUTOMATED VALVES FOR USE AS EMERGENCY Revision 0.0
ISOLATION AND BLOCK VALVES – BALL VALVES
Date: 11/2021
6” AND SMALLER – CORPUS CHRISTI
Page: 13 of 14

ATTACHMENT 1 – TESTING REQUIREMENTS FOR VALVES WITH CAST BODIES

Vendor/Manufacturing Offsite Requirements:

All paperwork for additional manufactured valve testing shall be attached to the corresponding valve during
transportation. Valves submitted without the attached documentation will not be considered “received” by
Company Inspection.

Onsite Requirements:

Any additional requirements, at the Company “on-site” facility, by the supplier / manufacturer for testing
activities shall be communicated at the time of order.

Testing for stainless or low alloy 300 series valves.

PMI Pressure Boundary Parts: Certified PMI testing will be conducted on all pressure boundary parts prior
to assembly.

Certified Material Test Report (CMTR): A CMTR for pressure boundary parts will be submitted to the project
manager for each valve.

Visual inspection: Visual Inspection will be conducted per MSS SP-55 requirements.

Hydrostatic test: Testing will be conducted per ASME B16.34 post final assembly.

Soft seat and metal seat valves: Testing will be conducted per API 598 for soft seated valves. Testing will
be conducted for class 6 shut off on metal seated valves.  

Testing for Carbon Steel valve bodies:

Certified Material Test Report (CMTR): A CMTR for pressure boundary parts will be submitted to the project
manager for each valve.

Visual inspection: Visual Inspection will be conducted per MSS SP-55 requirements.

Hydrostatic test: Testing will be conducted per ASME B16.34 post final assembly.

Soft seat and metal seat valves: Testing will be conducted per API 598 for soft seated valves. Testing will
be conducted for class 6 shut off on metal seated valves.

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 EP 12-5-24CC
AUTOMATED VALVES FOR USE AS EMERGENCY Revision 0.0
ISOLATION AND BLOCK VALVES – BALL VALVES
Date: 11/2021
6” AND SMALLER – CORPUS CHRISTI
Page: 14 of 14

16.0 REVISION LOG

DCMF Date
Rev. # DCMF # Brief Description
Originator Approved

1.0 N/A N/A 11/2014 Revised.

Clint George/
99.0 8653 07/2017 Converted to EP 12-5-24CC.
Hunter Hertel

Francisco Initial acceptance with changes.

0.0 8996 11/2021
Campos Revised Tables 2 and 3.

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