ANS-TI-040 Issue 2

 BUSINESS MANAGEMENT SYSTEM
Valve Specification
ANS-TI-040
Criticality: 3
Position Signature
Jim Saunderson Integrity
Content Authority Integrity Technical Authority Manager
2019.09.06 10:36:18
+01'00'
Digitally signed by Craig
Document Owner Maintenance Manager
Craig Reid Reid
Date: 2019.09.09 16:43:59
+01'00'
Department Integrity
Revision September 2019 Issue 2

Valve Specification ANS-TI-040
Document Management
The overall process for the management of Apache BMS documentation is outlined within the
BMS Document Control Procedure (ANS-DCM-001).
Revision History
Amended By Date Issue No Description
April 2011 Issue 1 First issue.

Craig Reid September Issue 2 Reissued after thorough review.
2019
September 2019 Issue 2 2

Contents
Document Management
Revision History
Section Page
1 Introduction 6
1.1 Scope 6
1.2 Purpose 6
1.3 Definitions 6
2 Standards/Reference Documents 6
3 General Requirements 8
3.1 Pressure Ratings 9
3.2 Fire Testing 9
3.3 Corrosion Allowance 9
3.4 Valve Stems 9
3.5 Valve Drive Trains 9
3.6 Auxiliary Connections 9
3.6.1 For Valve Sizes 4in NB and Below 9
3.6.2 For sizes greater than 4in NB 10
3.7 Lifting Lugs and Brackets 10
4 Manufacture 10
4.1 Operation 11
4.2 End Connections 12
4.3 Approvals 12
5 Material Requirements 13
5.1 Carbon and Low Alloy Steel 14
5.1.1 Impact Testing (Carbon Steels) 14
5.1.2 Welding (Carbon Steels) 14

5.2 Austenitic Stainless Steel 14

5.3 6%Mo Austenitic Stainless Steel 15
5.4 22%Cr Duplex Stainless Steel 15
5.5 25%Cr Super Duplex Stainless Steel 15
5.6 17-4 PH (A564 type 630) 16
5.7 Inconel 625 16
5.8 Inconel 718 16
5.9 Inconel X750 16
5.10 Titanium 16
5.11 Non-ferrous Metals 16
5.12 Non-metallic Materials 16
5.12.1 Elastomers 17
5.12.2 Packings 17
5.12.3 Polymers 17
5.13 Carbon Steel Bolting 18
5.13.1 Alloy Steel Bolting for Non-sour Service 18
5.13.2 Alloy Steel Bolting for Sour Service 18
5.13.3 Alloy Steel Bolting for High Temperature Service 18
5.13.4 Larger Diameter Alloy Steel Bolting 18
5.14 Stainless Steel Bolting 18
6 Ball Valves 19
7 Gate Valves 20
8 Globe Valves 21
9 Check Valves 21
10 Butterfly Valves 22
11 Integral Block and Bleed Valves 23
12 Actuation 23
13 Non-destructive Examination 26

14 Pressure Testing 28
15 Function Testing 30
16 Gas Testing 30
17 Low Temperature Testing 31
18 Coatings 32
19 Packing and Marking 33
20 Certification and Traceability 34
21 Documentation 34
Table
Table 1 Summary of ESDV Pressure and Function Test
Requirements 39
Addendum 1 Testing Emergency Shutdown Valves 36

Addendum 2 Testing a Double Piston Effect Ball Valve 40
Addendum 3 List of Abbreviations 43

1 Introduction
1.1 Scope
Valve Specification (ANS-TI-040) is for use by Apache and its nominated contractors and
shall be applied to all valves for use in Apache facilities, except for the following exclusions:
• Valves used for plumbing and central heating services
• Small bore instrument valves downstream of the first piping block valve are all excluded
from this specification
Valve Specification (ANS-TI-040) is applicable to all valves in piping systems designed
and constructed in accordance with the piping classes contained in Apache’s Piping and
Valve Material Specification (ANS-FX-TI-001).
Valve Specification (ANS-TI-040) shall be read in conjunction with the relevant product
standard or specification(s) referred to in Section 2.
The valve data sheet provided with any enquiry or purchase order gives a summary of the
valve’s general and specific requirements. These data sheets shall be used in conjunction
with this specification.
1.2 Purpose
The purpose of Valve Specification (ANS-TI-040) is to supplement the information on the
valve data sheets contained in the Piping and Valve Material Specifications (ANS-FX-TI-
001). It may also be used to define some, or all, of the requirements for specific piping
special items and inline instrument items, where suitable.
1.3 Definitions
Within the context of this specification the following words shall have the meanings stated:
Term Definition
Must or Shall Indicates a mandatory requirement

Should Indicates a preferred course of action
May Indicates one acceptable course of action
2 Standards/Reference Documents
All standards quoted in the item description, Valve Specification (ANS-TI-040), and other
referenced specifications, shall refer to the latest revision in use at the time of order.
Apache Piping and Valve Material Specifications (ANS-FX-TI-001)
Apache General Coating Specification (ANS-OMA-001)
ANSI/FCI 70-2 Control Valve Seat Leakage
ASME B1.20.1 Pipe Threads, General Purpose (Inch)

ASME B16.5 Pipe Flanges and Flanged Fittings

ASME B16.10 Face to Face and End to End Dimensions of Valves
ASME B16.11 Forged Fittings, Socket-Welding and Threaded
ASME B16.25 Butt Welding Ends
ASME B16.34 Valves – Flanged, Threaded and Welding End
ASME B31.3 Process Piping
ASME VIII Rules for Construction of Pressure Vessels
ASME IX Qualification Standard for Welding and Brazing Procedures,
Welders, Brazers, and Welding and Brazing Operators
ASTM Standards Standard Specifications for Testing of Materials
API 6A718 Nickel Base Alloy 718 (UNS N07718) for Oil and Gas Drilling and
Production Equipment
API 6A/ISO 10423 Wellhead and Christmas Tree Equipment
API 6D/ISO 14313 Pipeline Transportation Systems - Pipeline Valves
API 6FA Fire Test for Valves
API 594 Check Valves: Flanged, Lug, Wafer and Butt Welding
API 598 Valve Inspection and Testing
API 599 Metal Plug Valves
API 600 Bolted Bonnet Steel Gate Valves for Petroleum and Natural
Gas Industries
API 602 Steel Gate, Globe and Check valves for sizes DN100 and
smaller, for the Petroleum and Natural Gas Industries
API 609 Butterfly Valves
BS 1868 Steel Check Valves (Flanged and Butt Welded Ends) for the
Petrochemical and Allied Industries
BS 1873 Steel Globe, Globe Stop and Check Valves (Flanged and Butt
Welded Ends) for the Petrochemical and Allied Industries
BS 5353 Specification for Steel Plug Valves
BS 6364 Specification for Valves for Cryogenic Service
BS EN ISO 5210 Industrial Valves – Multi-turn Valve Actuator Attachments
BS EN ISO 5211 Industrial Valves – Part-turn Actuator Attachments
BS EN ISO 9000 Quality Management Systems
BS EN 10204 Metallic Products. Types of Inspection Documents
BS EN ISO 10434 Bolted Bonnet Steel Gate Valves for the Petroleum,
Petrochemical and Allied Industries
BS EN ISO 10497 Testing of Valves. Fire Type-Testing Requirements

BS EN 12266-1 Testing of Valves. Pressure Tests, Test Procedures and

Acceptance Criteria. Mandatory Requirements.
BS EN 12266-2 Testing of Valves. Tests, Test Procedures and Acceptance
Criteria. Supplementary Requirements
BS ISO 12490 Petroleum and Natural Gas Industries – Mechanical Integrity and
Sizing of Actuators and Mounting Kits for Pipeline Valves.
BS EN 14161 Petroleum and Natural Gas Industries. Pipeline Transportation
Systems
BS EN ISO 15156 Materials for use in H2S Containing Environments in Oil and
Gas Production
BS EN ISO 15761 Steel Gate, Globe and Check Valves for Sizes DN 100 and
Smaller, for the Petroleum and Natural Gas Industries
BS EN ISO 17292 Metal Ball Valves for the Petroleum, Petrochemical and Allied
Industries
EEMUA 182 Integral Block and Bleed Valve Manifolds for Direct Connection
to Pipework
PD 5500 Specification for Unfired Fusion Welded Pressure Vessels
PD 8010 Code of Practice for Pipelines
3 General Requirements
The Purchaser shall supply valve data sheets which contain details of the pressure,
temperature and service fluids, as well as constructional details of the valves. The Supplier
shall request further details if required to verify valve suitability and Pressure Equipment
Regulation (PER) compliance. Where possible, valves shall be designed so that
maintenance can be carried out without the use of special tools. Where such tools are
required, the Supplier shall provide full details at the time of quotation.
The minimum wall thickness of the valve’s pressure retaining boundary shall comply with
the product standard and ASME B16.34 (where applicable), unless otherwise agreed.
For pigging and other applications where the valve through bore diameter is critical, the
valve bore shall be matched to the pipeline bore with a tolerance of +2mm to -1mm, unless
otherwise agreed. The Purchaser will specify the pipeline bore size.
Threaded body tappings open to the service containment are not permitted in hydrocarbon
lines.
Socket weld valves/joints or threaded valves/joints are not to be used in hydrocarbon
service.
The use of Polytetrafluoroethylene (PTFE) tape is forbidden on threaded connections.

3.1 Pressure Ratings

Valve design and pressure-temperature ratings shall generally be in accordance with the
original design code, or ASME B16.34 and B16.5, and be subject to relevant material
group; additional specifications and limiting factors shall apply as stated on the data sheet.
3.2 Fire Testing

All valve designs with non-metallic seats or seals intended for use in hydrocarbon service
shall be fire tested and certified in accordance with BS EN ISO 10497 or API 6FA
(where applicable).
3.3 Corrosion Allowance

All carbon and low alloy steel valve bodies shall be designed with a minimum corrosion
allowance of 3.2mm.
3.4 Valve Stems

Valve stems shall be anti-blowout by design, meaning they shall be mechanically retained
within the valve when any bolted or screwed gland is removed.
All stems shall be designed to withstand two times the maximum operating torque
of the valve.
3.5 Valve Drive Trains

The valve’s drive train shall be considered to include all components between the point
at which the input torque is applied from the operator, to the points where the torque
is reacted against within the valve and any mounting kit. This will typically include the valve
stem, keys, obturator, the valve body to bonnet/mounting plate connection(s), and any
associated mounting kit components.
The design torque, or thrust for all drive train calculations, shall be at least two times the
breakaway torque or thrust of the valve, and shall consider the maximum output torque
of the operator (including stall conditions).
As part of the design review, the Maximum Allowable Stem Torque (MAST) and Maximum
Allowable Valve Input Torque (MAVIT) shall be determined.
3.6 Auxiliary Connections

Valves shall not be supplied with auxiliary connections unless specifically required on the
data sheet or otherwise approved by the Purchaser. In cases where auxiliary connections
are considered these shall be supplied as outlined in Sections 3.6.1 and 3.6.2.
3.6.1 For Valve Sizes 4in NB and Below

On Hydrocarbon/Toxic Service: Any pressure retaining threaded connections present
on the valve (ie body vent and drain fittings) shall be blanked with solid certified plugs that
are seal welded in place. Appropriate NDE shall be completed on all weldments prior to,
and after, the valve has been pressure tested.

On Water/Non-Toxic Service: Any pressure retaining threaded connections present on the

valve shall incorporate an integral O-ring seal capable of providing corrosion protection
to the thread from the line fluids.
3.6.2 For sizes greater than 4in NB

On Hydrocarbon/Toxic Service: Any pressure retaining threaded connections present on
the valve (ie body vent and drain fittings) shall either be supplied with a studded flanged
connection in accordance with ASME B16.5, or shall be blanked with solid certified plugs
that are seal welded in place (Purchaser to approve). Appropriate NDE shall be completed
on the weldments prior to and after the valve has been pressure tested.
On Water/Non-toxic Service: Any pressure retaining threaded connections present on the
valve shall incorporate an internal O-ring seal capable of providing corrosion protection
to the thread from the line fluids.
All threaded sealant injection/lubrication fittings (ie provisionally installed to provide
lubrication to the valve seats/seals) are to remain in place to allow for future maintenance
on the valve.
After final machining, the thread form on all National Pipe Tapered (NPT) threaded
connections/fittings shall be checked using L1 plug and ring gauges to verify the correct
depth of thread and engagement.
3.7 Lifting Lugs and Brackets

Lifting brackets and/or equipment supplied by the manufacturer shall not be used for lifting
offshore, unless the lift points and/or equipment come with a valid load test certificate.
Any certified lifting points shall be designed to lift the valve complete with any associated
actuator or gearbox, as supplied. Where required the lifting points shall be certified on the
basis of a load test and supporting design calculations.
4 Manufacture
As a minimum, all Suppliers and Manufacturers shall have the following accreditations:
• Quality assurance programme that meets or exceeds the appropriate level of the
ISO 9000 family of standards or equivalent
• Have full verified compliance with ISO 9001, or equivalent quality standard, and
including, where appropriate, design approval
• For valves to be put into service in the European Community (EU) or European
Economic Area (EEA), certificates of compliance issued by a Notified Body who can
ensure compliance with the European Pressure Equipment Directive (PED) and ATEX
Where pressure containing welds are made, this work shall be carried out in accordance
with fully documented procedures approved in advance by the Purchaser. Weld repairs on
forgings shall not be permitted. Any tolerable defect size in a casting that may be repaired
by welding (including heat treatment requirements) shall comply with the product
specification for the supplied material.

The minimum thickness of the pressure retaining boundary shall comply with the product
code and ASME B16.34 (where applicable), unless otherwise agreed with Apache.
Any supplementary calculations required for the wall thickness design shall comply with
either PD5500 or ASME VIII.
Any platings or overlays applied to the valve body shall not be considered as part of the
design thickness. All steel valves are required to have a minimum of 3.2mm corrosion
allowance. Where local corrosion resistant weld overlays (ie Inconel 625) are applied
to the valve internals, the overlay will have a minimum wall thickness of 3.2mm, and the
machined inner surface PMI tested to verify the ferrite content. The maximum iron content
at the finished surface of the overlay shall not exceed 10% (mass fraction).
Flanged and hub ends shall be forged or cast integrally with the valve body, unless
otherwise agreed by the Purchaser.
4.1 Operation
Purchaser data sheets define the standard type of operator for various size ranges. Where
necessary to meet the requirements, the Supplier may offer alternative operators; this shall
be highlighted at quotation stage for Purchaser approval.
Quarter turn valves shall be fitted with stops to prevent over travel at both the fully opened
and fully closed positions.
Where valves are to be installed in a vertical line (ie with the valve stem horizontal) the
Supplier shall ensure that the valve’s drive train has adequate strength to support the
weight of the operator.
Lever operated valves shall be designed so that the lever is parallel to the pipe when the
valve is fully open. It shall not be possible to assemble the lever in an incorrect orientation.
Manually operated valves shall have a maximum lever length of 450mm or a maximum
hand wheel diameter of 750mm. Spokes shall not extend beyond the perimeter of the hand
wheel. The force required to open or close the valve shall not exceed 360N (80 lbf) at the
maximum permissible differential pressure.
Where specified by the Purchaser, the valve shall be supplied with a locking feature
designed to lock the valve in the fully open and/or fully closed position.
Position indicators shall be provided for gear-operated valves and for valves where the
stem is enclosed, eg various through conduit gate valves. It shall not be possible
to assemble the indicator in an incorrect orientation.
Where specified all manual valves shall be equipped with suitable robust brackets or other
devices to facilitate locking in the fully open or closed position.
Where valve locks or interlocks are required to be fitted by others, the Supplier shall
provide full details and drawings of the valve topworks to the lock contractor on request.
Where valves are required to be insulated in service, extended stems shall be provided
and all operating and torque tests shall be carried out with the extended stems installed.
The Purchaser shall advise when extended stems are required and what length
of extension is required. The Supplier shall submit details for approval as part of his vendor
drawing submission.

Gear operators shall be worm and wheel for quarter turn valves and bevel gear type for
multi turn valves. All types shall be enclosed suitable for outdoor service in an offshore
marine environment. Housing material shall be Spheroidal Graphite (SG) iron. Operation
shall be clockwise to close the valve.
4.2 End Connections

Faces of flanged ends, or of wafer type components designed to fit between flanges, shall
be in accordance with ASME B16.5 or API 6A as applicable.
Body end flanges for all double flanged valves shall be drilled for through bolting.
Where tapped holes are permitted (eg wafer butterfly valves), the depth of thread
engagement shall be at least equal to the nominal bolt diameter.
Butt weld ends shall be bevelled in accordance with ASME B16.25, unless otherwise
advised by the Purchaser.
Threaded ends shall be in accordance with ASME B16.11. The thread form for all male
and female threaded valve ends for connections to piping shall be National Pipe Thread
(NPT) as per ASME B1.20.1.
Note: Threaded body tappings open to service containment are not permitted in
hydrocarbon lines.
Socket weld valves/joints or threaded valves/joints are not to be used in hydrocarbon
service.
Proprietary end connections such as hubs or compact flanges shall require special finishes
and tolerances to suit the parameters defined by the patent holder or licensee. Details
of the hub or flange supplier will be advised by the Purchaser at the time of order.
The valve Supplier shall obtain necessary details and confirm compliance with the relevant
manufacturing requirements.
Flanges cast or forged integrally with the valve body are preferred. Where approved by
the Purchaser, flanges/hubs attached by welding shall have the welds subjected to 100%
radiography and 100% MPI (or 100% DPI if the material is non-magnetic).
4.3 Approvals
In some cases, data sheets and Valve Specification (ANS-TI-040) include phrases such
as ‘approved‘, ’agreed’, ‘or equal’ or ‘subject to Purchaser approval’. Where these phrases
occur, this indicates a requirement for the Supplier to obtain approval or agreement from
the Purchaser for any deviation from the preferred material or method. Such approval shall
be obtained in writing, via a written request from the Supplier, in accordance with approved
project procedures. The Supplier shall request a copy of the relevant procedure from the
Purchaser if applicable.

5 Material Requirements
All valves shall be supplied in accordance with the specific Apache Valve Data Sheet
referenced within the respective piping specification. All raw materials shall be supplied
from a European origin.
Substitutions or equivalent materials shall not be made without written consent from the
Purchaser, prior to supply.
The Supplier shall provide full details of all component materials, including procedures and
qualifications for any welds, overlays, or any other surface treatment, at the bid stage.
The Supplier shall confirm that all materials offered are suitable for extended operation
in the specified service.
When requested on the valve data sheet all materials shall be resistant to Hydrogen
Sulphide Stress Corrosion Cracking, and shall conform by material certification to the most
recent revision of BS EN ISO 15156 and NACE MR-01-75 standards.
Where obtained material hardness values are in excess of the requirements of BS EN
ISO 15156/NACE MR-01-75 the part shall be rejected. Hardness testing shall be
performed without damaging the component.
All materials supplied and installed shall be free from corrosion, mill scale, pits and defects.
All bolting materials shall be suitable for the service temperature stated on the valve data
sheet and will be supplied in accordance the relevant specification. Cadmium plated
bolting shall not be acceptable.
All forgings and castings shall be supplied in accordance with the specified product
specification. Plate or bar stock materials shall not be used for valve bodies unless
otherwise agreed by the Purchaser. Where plate is to be used the levels of ultrasonic
inspection shall be approved by the Purchaser prior to supply. Where the use of plate is
accepted for sour service (NACE) applications, all plate in contact with the process fluid
shall be subject to Hydrogen Induced Cracking (HIC) tests to an agreed specification.
Where the valve body material is specified as a casting, the equivalent forging grade shall
be acceptable. Where the valve body material is specified as a forging, the equivalent
casting grade shall be acceptable unless otherwise stated on the valve data sheet. Casting
grade LCB shall not be considered as a suitable alternative to forging grade LF2 but cast
grade LCC is considered a suitable alternative.
Where hard facings, nickel plating or overlays are supplied, the material details and the
methods of deposition shall be submitted for Purchaser approval at the quotation stage.
Where specified or offered, any tungsten carbide overlay shall be applied by a High
Velocity Oxygen Fuel (HVOF) spraying method, in accordance with a specification
approved by the Purchaser.

5.1 Carbon and Low Alloy Steel

Grades of carbon steel used for manufacturing cast or forged valve bodies and
components shall be produced in an electric furnace or by the basic oxygen process.
Carbon steels for cast and forged bodies shall be supplied in accordance with the relevant
product specification, and the following material datasheets from Norsok M-630:
• MDS C01 A105 Forgings
• MDS C02 A216 WCB/WCC Castings
• MDS C11 A350 LF2 Class 1 Forgings (Impact tested)
• MDS C12 A352 LCC Castings (Impact tested)
5.1.1 Impact Testing (Carbon Steels)

For impact tested steels, the Sulphur content shall be 0.010% maximum and the aluminium
content shall be in the range 0.015% to 0.060%.
Acceptance criteria for impact tests on A350 LF2 and A352 LCC shall be:
• 40J minimum average, 30J minimum individual for a full size (10mm x 10mm) specimen
when tested at -46°C
Where it is not possible to use full size specimens, the acceptance criteria shall apply the
following reduction factors:
• 10mm x 7.5mm specimen (0.83 x full size criteria)
• 10mm x 5.0mm specimen (0.67 x full size criteria)
5.1.2 Welding (Carbon Steels)

Carbon steel materials that are required to be welded, have weld overlays applied to them,
or may require weld repair, shall comply with the following elemental and Carbon
Equivalent (CE) requirements:
• C ≤0.20% (for materials to MDS C12: C ≤0.22%)
• S ≤0.025% (for impact tested carbon steels S ≤0.010%)
• P ≤0.030%
• CE <0.41
5.2 Austenitic Stainless Steel

All type 316 stainless steel shall be supplied dual certified as type 316/316L, with the carbon
content limited to 0.03% maximum, and the minimum tensile properties of type 316.
The use of stainless grades 303, 304, 305, 321 and 347 shall not be permitted on any
pressure retaining bolting or other valve component.
All austenitic stainless steel items shall be supplied in the solution annealed condition.
Austenitic stainless steel castings shall be produced from steel refined by the Argon
Oxygen Decarbonisation (AOD) or the Vacuum Oxygen Decarbonisation (VOD) process
or acceptable equivalent.

In addition, the materials shall be supplied in accordance with Norsok Standard M630 and
the following material data sheets:
• MDS S01 A182 Grade 316 Forgings
• MDS S02 A351 Grade CF8M Castings
5.3 6%Mo Austenitic Stainless Steel

Grade 6%Mo super austenitic stainless steels shall comply with ASTM A182 Grade F44
for forgings and grades ASTM A351 CK-3MCuN or CN-3MN for castings.
• MDS R14 A182 F44 (UNS N08367 and N08926) Forgings
• MDS R16 A351 CK-3MCuN and CN-3MN Castings
5.4 22%Cr Duplex Stainless Steel

22%Cr duplex stainless steels for cast and forged valve bodies shall be supplied in
accordance with the relevant ASTM specification.
• MDS D44 A182 F51 Forgings
• MDS D46 A995 Grade 4A (UNS J92205) Castings
Except for all items shall be impact tested at -50°C and minimum test values shall be 50J
average and 40J individual.
The material shall be corrosion tested in accordance with ASTM G48 Method A at 50°C
for 24 hours. The acceptance criteria shall be: no pitting at 20 x magnification, and weight
loss of less than 4g/m2.
5.5 25%Cr Super Duplex Stainless Steel

25%Cr super duplex stainless steels for cast and forged valve bodies shall be supplied
in accordance with the relevant ASTM specification.
• MDS D54 A182 F53 and A182 F55 Forgings
• MDS D56 A995 Grades 5A and 6A Castings
Except for all items shall be impact tested at -50°C and minimum test values shall be 50J
average and 40J individual.
Duplex and super duplex to A890 can only be supplied if specified on the valve data sheet,
or if supplied with the supplementary requirements necessary to meet the requirements
of ASTM A995 and the relevant Norsok material data sheet.

5.6 17-4 PH (A564 type 630)

Type 17-4 PH stainless steel shall comply with the requirements of ASTM A564 type 630.
The material shall be supplied in either the H1150D or H1150M condition.
The material shall comply with the requirements of ISO 15156/NACE MR0175, and shall
be impact tested at the lowest design temperature shown on the valve data sheet,
in accordance with ASME B31.3.
5.7 Inconel 625

Alloy 625 may be used in either the cast or forged product form. The alloy composition
shall meet the requirements of UNS N06625. Where sour service is specified on the data
sheet the material shall comply with the requirements of ISO 15156/NACE MR0175.
• MDS N01 UNS N06625 Forgings
5.8 Inconel 718

Inconel 718 can be used for valve trim and shall meet the requirements of API 6A718 and
ISO 15156/NACE MR0175, as specified for use in oil and gas drilling and production
environments.
5.9 Inconel X750

Alloy X750 material is acceptable for valve trim (eg Springs), and shall meet the
requirements of ISO 15156/NACE MR0175.
5.10 Titanium
Titanium materials for cast or forged valve bodies are to be supplied in accordance with
the relevant specification and the following material data sheets from Norsok M630:
• MDS T01 B381 Grade F2 Forging
• MDS TO2 B367 Grade C2 Casting
5.11 Non-ferrous Metals

Non-ferrous items shall generally be supplied in accordance with the product specification
shown on the data sheet and will be suitable for the stated service conditions, unless
5.12 Non-metallic Materials

Unless specified on the date sheet, all non-metallic materials shall be selected to be
suitable for the operating conditions, including the service medium and specified
temperature range.

5.12.1 Elastomers
The chemical compatibility of the elastomer grade shall be considered for the service
medium and temperatures specified, including the concentration of any additives such
as methanol, corrosion inhibitors, biocides, and any corrosive or aggressive compounds
present.
Where valve data sheets call for generic material types such as Fluoroelastomer (FKM)
(eg Viton), or Hydrogenated Nitrile (HNBR) (eg Nitrile), the Supplier shall consider all
service conditions on the data sheet and shall select an appropriate grade to suit the
service. Selection shall be subject to approval by the Purchaser at the quotation stage.
Where rapid gas decompression resistance is required on gas service, the O-ring section
size and fill and squeeze shall be taken into account in the design of the O-ring and its
enclosure. Extrusion gaps should be limited between the mating valve parts and backup
rings fitted on higher pressure valves to compensate for the effects of pressure dilation.
5.12.2 Packings
Unless otherwise stated on the data sheet, stem packings shall comprise of separate rings
of flexible graphite or PTFE (service dependent) and shall contain a corrosion inhibitor
where required to suit the service.
Lubricated packings for low temperature duties shall not solidify or have any detrimental
effect on the valve’s operation at the minimum temperature specified.
5.12.3 Polymers
The materials used to manufacture polymeric seats and seals shall have a proven track
record against the intended use and the specified operating service conditions. This shall
also apply to the material used for any anti-crush rings fitted.
The Supplier shall ensure that any soft seat insert material has sufficient strength
to withstand the seating forces at the pressure/temperature rating required from the valve
data sheet. The effects of any wear, debris embedment and fluid absorption by the seat
insert shall also be taken into consideration in the valve design.
The Supplier shall submit full details of all proposed soft seat and seal materials for specific
approval prior to purchase order; details shall include manufacturers’ data sheet and
temperature limits. Preferred materials shall include: PTFE, Reinforced PTFE, Nylon,
Devlon V, Peek, PCTFE and DuPont SP-21, as necessitated by the operating conditions.
Alternative soft seat materials may be proposed to suit specific design conditions.

5.13 Carbon Steel Bolting

All carbon steel bolting shall be zinc nickel plated to a minimum thickness of 10 microns,
or be fluorocarbon coated (to Stand-cote 1 or equivalent) where specified by the
Purchaser.
All carbon steel nuts supplied in accordance with ASTM A194 Grades 4, 7 and 7M shall
have received low temperature testing in accordance with supplementary test S3.
5.13.1 Alloy Steel Bolting for Non-sour Service

Alloy steel bolting in accordance with ASTM A320 L7 can be used for service down
to a minimum design temperature of -101°C. The matching nuts shall be A194 Grade 7.
5.13.2 Alloy Steel Bolting for Sour Service

Unless otherwise agreed with Apache, all bolting in valves for sour service applications
shall comply with ISO 15156/NACE MR0175.
For sour service applications and where external bolting is either buried or insulated and/or
is in contact with the process media, the respective grades will be as follows:
ASTM A320 L7M for temperatures down to -73°C with matching nuts A194 Grade 7M.
For sour service alloy steel bolting with design temperatures below -73° supplementary
impact tests shall be required at the minimum design temperature. Acceptance criteria
shall be as grade ASTM A320 L7.
5.13.3 Alloy Steel Bolting for High Temperature Service

Grade ASTM A193 B16 bolting with matching nuts A194 Grade 16 shall be used for
temperatures greater than 450°C.
5.13.4 Larger Diameter Alloy Steel Bolting

Bolt sizes greater than 1 1/8in diameter shall have an 8 threads per inch UN thread form.
Grade ASTM A320 L43 bolting with matching nuts A194 Grade 7 shall be used for bolt
sizes greater than 2 1/2in diameter.
5.14 Stainless Steel Bolting

Austenitic stainless steel bolting shall comply in accordance with ASTM A320 Gr B8M
(Classes 1 and 2). The chemical composition shall comply with the requirements of ASTM
A182 F316. When being used on a sour service application the bolting material shall be
in accordance with ISO 15156/NACE MR0175.
Stainless grades A182 F51 (22% Cr) and A182 F55 (25% Cr), and Inconel grade 625 may
be used where the material meets the specific design requirements.
Stainless material grades 303, 304, 305, 321 and 347 shall not be permitted for use
as pressure retaining bolting.

6 Ball Valves
Ball valves 1/2in NB to 1 1/2in NB shall be in accordance with BS EN ISO 17272 and the
requirements of this specification.
Ball valves 2in NB to 36in NB (ie Class 150 to 2500) shall be in accordance with API 6D
and the requirements of this specification.
High pressure ball valves (ie Class 2K to 20K) shall be in accordance with API 6A and the
requirements of this specification.
Where data sheets specify a seat supported design, trunnion mounted design shall
be an acceptable alternative in all cases.
The diameter of the reduced bore for sizes 3/4in and above shall be one nominal size
below the valve size, unless otherwise agreed by the Purchaser.
Valves shall be of anti-static design, ensuring electrical continuity between all metallic
components.
Where valve bodies are of carbon or low alloy steel, the Supplier shall propose a high alloy
(eg Inconel 625) overlay on seat pockets and other critical seal areas if this is necessary
to ensure reliable service. The need for an overlay will be dependent upon the fluid type,
criticality, valve size and the valve’s internal design, and will require consideration on an
individual basis.
Valves shall be capable of operating and sealing with the full design differential pressure
in either direction, unless otherwise specified on the valve data sheet.
Ball valves shall feature automatic body cavity relief by means of the seat design (single
piston effect). Holes drilled in the ball shall not be acceptable unless otherwise approved
by the Purchaser (eg for cryogenic applications). The manufacturer shall demonstrate
relief by type test or by calculation.
Where the seats are Single Piston Effect (SPE) one side and Double Piston Effect (DPE)
the other, the valve shall be clearly marked externally to identify the sides in which the
SPE and DPE seats are installed. The Purchaser must be consulted to ensure correct
operation and maintenance can be performed on the valve as part of the design.
Where two double piston effect seats are specified, cavity relief shall be ensured by means
of a relief valve. Holes drilled in the ball shall not be acceptable.
Valves shall be fitted with an anti-blowout stem design.
For metal seated valves, the ball and seat sealing facings shall be coated with a tungsten
carbide hard facing (to a minimum machined thickness of 150 microns), applied by an
HVOF process in accordance with a specification approved by the Purchaser.
All ball valves intended for hydrocarbon service shall be fitted with seats and seals suitable
for rapid gas decompression.
Springs shall be Inconel X750 with a maximum hardness of 35 HRC.
Manual valves shall be provided with positive stops on the fully open and closed positions.
Where the valve is of a fire safe design, the Manufacturer/Supplier shall issue an
appropriate Fire Test Certificate.

All ball valves shall be shipped in the fully open position, unless fitted with a fail close
actuator.
7 Gate Valves
Steel wedge gate valves 1/2in NB to 1 1/2in NB Class 150 to 1500 shall be in accordance
with BS EN ISO 15761 or API 602, and the requirements of this specification.
Steel wedge gate valves 2in NB to 24in NB Class 150 to 2500 shall be in accordance with
BS EN ISO 10434 or API 600, and the requirements of this specification.
Through conduit slab gate and expanding slab gate valves 1/2in NB to 24in 150 to 1500
shall be in accordance with API 6D/ISO 14313.
High pressure gate valves (ie Class 2K to 20K) shall be in accordance with API 6A and
the requirements of this specification.
All gate valves shall be full bore pattern.
Wedge type gate valves shall have a solid wedge for sizes up to 1 1/2in and a solid flexible
wedge for sizes 2in and above.
in either direction.
Gate valves shall automatically relieve pressure in excess of normal working pressure
which may build up in trapped cavities. Such pressures shall not be allowed to exceed the
body hydrostatic test pressure. Drilling of a gate or slab is unacceptable (unless being
proposed for cryogenic service) and valves must retain bi-directional sealing capability.
Valves shall be Outside Screw and Yoke (OS&Y), rising stem, non-rising hand wheel type,
unless otherwise specified on the valve data sheet. Non-rising stem valves may be
specified where space restrictions apply.
All valve stems shall be of an anti-blowout design. Valves shall be fitted with a back seat,
which shall ensure that the stem packing is isolated from the line fluid when the valve is
fully open. The stem seals on rising stem gate valves shall have a sealant injection facility.
Through conduit gate valves of the solid or expanding slab type intended for dirty, sandy
or abrasive service shall be provided with applicable features, such as hard faced lapped
seats and gates, seat skirts and body cavity vent and drain connections.
All through conduit gate valves shall be full bore. The seating surfaces shall have
a machine finish to a level of flatness 4 light bands or better, and a surface roughness not
greater than 0.2 microns CLA.
Seat and gate facings shall preferably be of tungsten carbide applied by an HVOF process
in accordance with a specification approved by the Purchaser.
Through conduit gate valves shall be shipped in the fully open position, unless fitted with
a fail closed actuator. All other gate valve types shall be shipped with the gate in the fully
closed position.

8 Globe Valves
Globe valves shall be in accordance with BS 1873 and the requirements of this specification.
Plug or ball type discs shall be acceptable for globe valves, unless otherwise noted on the
data sheet. Valves smaller than 2in NB shall have a plug type disc. Discs shall be designed
to operate permanently in throttling mode and shall be guided where necessary.
Valves shall be designed to operate with the flow from under the disc; this direction of
operation shall be clearly marked on the valve body. However, the valves shall be capable
of operation with full differential pressure applied in the reverse direction.
All valve stems shall be of an anti-blowout design. Valves shall be fitted with a back seat,
which shall ensure that the stem packing is isolated from the line fluid when the valve is
fully open.
Needle valves shall be supplied with a needle-type disc, designed for fine throttling control.
The Supplier shall provide CV data for the fully open position for all globe and needle
valves.
All globe valves shall be shipped in the fully closed position unless fitted with a fail open
actuator.
9 Check Valves
Piston and Swing type Check valves (flanged and butt welding ends) shall be in
accordance with BS 1868 and the requirements of this specification.
Wafer type Check valves shall be in accordance with API 594 and the requirements of this
specification.
Wafer pattern check valves shall be full lug type with holes through-drilled for stud bolts.
They shall be of the spring-loaded dual plate retainerless design, with no leak paths
to atmosphere.
When fully open, the plates of dual plate type valves shall maintain at least 2mm all-round
clearance with the bore of the mating piping flanges. The Supplier shall state the minimum
permissible pipe bore for the valve design.
Where spring-loaded piston type check valves are specified on data sheets, spring-loaded
ball type shall also be acceptable.
For swing and tilting disc check valves the disc or clapper retaining nut shall be
mechanically locked. All valves are to have bolted bonnets. The supplier shall state the
minimum flow velocity necessary to keep the valve in the fully open position.
The direction of normal flow shall be clearly marked with an arrow externally on the
valve body.
The hinge and disc of swing check valves shall be arranged so that, when installed in a
vertical line with flow upwards, the disc shall always close by gravity alone when flow stops.
The manufacturer shall confirm whether the valve is suitable for flow vertically downward.

Check valves which are only suitable for installation in one position (ie horizontal
or vertical) shall be designated as such on the valve tag.
In the case of valves with body penetrations (eg swing check valves), and retaining plugs
shall have a parallel thread and incorporate a seal. The plug shall be mechanically locked
to prevent accidental removal.
Check valves shall be shipped with the disc or plates secured and supported during transit.
A warning label shall be attached to the protective cover with instructions to remove and
additional supporting materials prior to installation.
10 Butterfly Valves
Butterfly valves shall be in accordance with API 609 (Category B) and the requirements
of this specification.
in either direction. Where there is a preferred sealing direction, this shall be clearly marked
externally on the valve body.
Wafer pattern butterfly valves shall be full lug type with holes either drilled and tapped
or through drilled for stud bolts (pending on the intended application), to be specified by
the Purchaser. If cap screws are required to install specific butterfly valve types because
of their stem bearing arrangement or other design details, this shall be highlighted in the
quotation before order. Such blind threaded holes shall be at least one bolt diameter deep.
When fully open, the valve disc shall maintain at least 2mm all round clearance with the
bore of the mating piping flanges. The Supplier shall state the minimum permissible pipe
bore for their valve design.
Butterfly valves may be used for throttling flow. Gear operators shall be capable of holding
the disc in any partially open position. Wrench operators shall be capable of holding the
disc in at least five equally-spaced intermediate positions between open and closed.
Valves intended for hydrocarbon service shall be of a high performance design (ie double
or triple offset type).
Valve discs shall be positively secured to the shaft. Where threaded fasteners are used,
they shall be mechanically locked.
The adequacy of the stem design and the stem to disc connection shall be verifiable
by calculations or by results of proving strength tests.
Where stub shafts are employed, these shall be inserted into the disc for a minimum
distance equal to the shaft diameter.
All bearings shall be capable of functioning for the life of the valve without lubrication.
Butterfly valves for fire water service shall be qualified and certified as fire safe in
accordance with BS EN ISO 10497.
All butterfly valves shall be shipped in the fully closed position unless fitted with a fail
open actuator.

11 Integral Block and Bleed Valves

Integral double block and bleed valves shall be in accordance with EEMUA 182 or API 6D
and the requirements of this specification.
All needle valves shall be in accordance with BS EN ISO 15761 and the requirements
of this specification.
This type of valve shall be supplied only from manufacturers who have received specific
Purchaser approval for the particular valve model.
The manufacturer shall demonstrate that the upstream and downstream obturators
provide a positive isolation with the central cavity relieved and vented.
Where the main isolates are ball valves, the requirements of Section 6 on Ball Valves shall
apply, except that reduced bore valves shall be supplied where stated on the data sheet.
The primary stem seals on all ball valves intended for hydrocarbon service is to be of an
O-ring design, unless intended for cryogenic applications where an alternative seal design
can be proposed for approval by the Purchaser.
When fully open, the design of the valve shall permit through rodding from one end to the
other (where applicable).
Where threaded inserts are used to mate the valve body and end adaptor connections,
all thread forms shall be protected from the line fluid by a sealing gasket. Joints shall be
mechanically locked to prevent accidental disassembly.
Flanged ends shall be suitable for through bolts and shall not be tapped for studs.
Valves required with probes, quills or integral check valves shall be fully defined as special
items on project-specific data sheets.
Where the main isolates are plug valves, the plugs are to be of a lubricated pressure
balanced design. Sealant injection facilities shall be provided for both seat and stem.
All plug valves shall be shipped in the fully open position unless fitted with a fail closed
actuator.
Bleed connections on double block and bleeds, 2in NB and above, are to have a flanged
bleed connection machined into the valve body. If this is not achievable, a weldoflange
is to be welded onto the bleed port. Bleed valves are to be of an integral double block and
bleed design. The Purchaser shall specify the required design of the bleed valve.
12 Actuation
Valves requiring actuation shall be cateqorised in accordance with their function and
criticality of operation. The criticality of the valve will determine the required actuator sizing
criteria and operational factors of safety as follows:
• Category 1: Pipeline Emergency Shutdown Valves
• Category 2: General Process and Blowdown Valves
• Category 3: All other actuated valves

Category 1 Valves: The output torque of the actuator shall be at least 2.0 times the
operational requirements of the valve on both the opening and closing strokes.
For gearbox operated valves the minimum output torque of the gearbox shall be at least
1.25 times the maximum required operating torque of the valve.
General terminology used within the actuator torque sizing review should include:
• MAST: Maximum Allowable Stem Torque (Valve)
• MAVIT: Maximum Allowable Valve Input Torque
• MAOT: Maximum Actuator Output Torque
Actuators used on valves manufactured under ISO 14313/API6D shall be sized in
accordance with BS ISO 12490 and the categorised minimum requirements. This will apply
to all stages of the valve’s operational stroke, ie valve ‘break’, ‘run’, ‘end’ and ‘reseat’
positions, when subject to the valve’s maximum design differential pressure.
The Supplier shall provide typical calculations or test data to demonstrate the valve and
actuator design torque values and operational factors of safety. The maximum torque/force
that can be developed by the actuator shall not exceed that which can be safely sustained
by the valve and ancillary equipment. Assessment of the effects of differential expansion
of the valve components shall be included where the design temperature exceeds 150°C.
The valve stem and drive train shall be designed to withstand the actuator’s maximum
output torque. Any associated stall torque (electric actuators) or power supply PRV set lift
pressure (pneumatic/hydraulic actuators) shall be taken into consideration.
The nominal closing and/or opening time(s) for the valve shall be as stated on the valve
data sheet and/or actuator sizing sheet. Typical response times for actuated valves shall
be 1 second per inch of the valve bore size, unless otherwise specified (eg HIPPS valves).
Where valves are required to operate within a response time of 0.25 seconds per inch bore
diameter, the required minimum operational safety factor shall be 2.0.
Where possible, the actuator’s control panel will not incorporate a PRV, and the drive train
of the valve and actuator shall be designed to transmit the output torque of the actuator at
the maximum supply pressure. Where a PRV has to be installed, the maximum actuator
output torque shall consider the torque generated at the PRV set pressure, and shall also
include an additional 10% safety factor.
All associated instrumentation shall be in accordance with Apache’s specified
requirements, and shall be approved by the Purchaser prior to supply.
The regulated pneumatic/hydraulic actuator supply pressure shall be clearly marked on
the control panel adjacent to the pressure regulator, along with the PRV’s set lift pressure
(where present).

The actuator casing shall be clearly marked with the maximum allowable working and test
pressures.
All gear operated and actuated valves shall be provided with local position indication
marked ‘open’ and ‘closed’.
The interface between the actuator and the valve shall be in accordance with ISO 5210
or ISO 5211, unless otherwise stated. The torque capabilities listed within the relevant
standards shall be adopted where ISO 5210 or ISO 5211 flanges are used.
The bolt torque/preload on any flanged connection shall generate a clamping force
sufficient to prevent rotational slippage between the mating flange faces, as a result of the
applied torque.
The reaction torque shall be considered to act at the bolting PCD, and the maximum
coefficient of friction used for design purposes shall be 0.2. The bolting shall not be
exposed to direct shear stresses as a result of the actuator’s output torque. Reaction dowel
pins should be fitted to support the bolt clamping force where required.
If the valve is to be mounted in the vertical orientation (ie stem horizontal), then the
additional load being applied by supporting the weight of the actuator should be taken into
consideration.
The design of the actuator/gearbox mounting shall take into account the potential for
leakage past the valve stem seal, and provision shall be made to ensure that in the event
of a stem seal leak, the actuator, gearbox or mounting stool shall not become pressure
retaining.
Manual valve operation shall be by lever or hand wheel/gearbox as specified on the valve
data sheet. The Supplier shall provide a gearbox in lieu of a hand lever if the operating
force requirements cannot be met by a hand lever. The force required to operate the valve
under the maximum differential pressure shall not exceed 350N at the hand wheel rim
or extremity of the lever.
The maximum lever length shall be 450mm and the maximum hand wheel diameter shall
be 750mm. Geared operators shall be provided complete with position indicators, which
shall be incapable of providing an incorrect orientation. Gear operators shall be fully
corrosion resistant to a saline atmosphere and shall permit lubrication and maintenance.
Where required, the actuator’s control system shall be supported by an accumulated
pressure storage device. The volume of stored energy within the accumulator(s) shall be
capable of moving the actuated valve assembly through three complete strokes (ie closed
– open – closed), in the event of a loss of the control system. The accumulator bladder
material shall be selected to suit the particular operating medium and operating
temperature range.

13 Non-destructive Examination
All valves shall be examined and inspected in accordance with their referenced
manufacturing standard, as a minimum. This section defines certain revised or additional
requirements for Suppliers.
NDE methods, procedures and operator qualifications are subject to Purchaser review and
approval; the requirements in ASME B16.34 Appendices I, II, III and IV shall be minimum
standards where no specific Purchaser requirements are applicable.
NDE shall be carried out after heat treatment and machining.
The NDE requirements outlined for each valve will be as tabulated below.
Inspection Levels for Forgings
Pressure
Visual MPI/DPI Ultrasonic Thickness Dimensions
Class
150# to
100% 10% N/A 100% 100%
600#
900# to
100% 100% 10% 100% 100%
1500#
Above
100% 100% 100% 100% 100%
1500#
API 6A Shall be inspected in accordance with the
100% 100%
Valves design code and the respective PSL level.
Inspection Levels for Castings
Pressure
Visual MPI/DPI Radiography Thickness Dimensions
Class
150# to
100% 10% N/A 100% 100%
300#
600# to
100% 100% 10% 100% 100%
1500#
Above
100% 100% 100% 100% 100%
1500#
API 6A Shall be inspected in accordance with the
100% 100%
Valves design code and the respective PSL level.

NDE Procedures and Acceptance Criteria
Inspection Method Inspection Procedure Acceptance Criteria
Visual Inspection ASME V – Article 9 MSS SP55

Magnetic Particle (MPI) ASTM E709 ASME B16.34
Liquid Penetrant (DPI) ASTM E165 ASME B16.34
Ultrasonic (UT) ASTM A609 (C)/A388 (F) ASME B16.34
Radiography (RT) ASTM E446/E186/E280 ASME B16.34
Wall Thickness (UT) ASTM A609 (C)/A388 (F) ASME B16.34
Manufacturer’s
Dimensional Inspection Relevant Design Code
Specification
Note: Apache may request the non-destructive examination acceptance criteria to be

in accordance with ASME VIII where specified.
(1) 100% inspection shall be taken to mean 100% of all valves.
(2) 10% inspection shall be taken to mean 100% inspection of 1 in 10 valves.
(3) Where 10% examination is specified for ultrasonic and magnetic/liquid penetrant
inspection the examination shall be carried out on the same forgings.
(4) Where 10% examination is specified for radiography and magnetic/liquid penetrant
inspection the examination shall be carried out on the same castings.
(5) The results of all inspections shall be fully documented.
(6) All valves shall be 100% visually examined on all accessible internal and external
surfaces.
(7) All valves shall be 100% dimensionally checked to verify all critical dimensions.
(8) Local areas of the pressure retaining valve enclosure having thicknesses less than
that shown on the manufacturer’s approved drawings shall meet the requirements
of the applicable design code, and any additional requirements stipulated on the
Purchaser’s valve data sheet or purchase order.
(9) For non-magnetic materials, magnetic particle inspection shall be substituted for
liquid penetrant inspection.
(10) At areas where radiography is not practical, the Supplier may substitute UT
examination for RT examination only with Purchaser approval.
All fabricated pressure containing welds shall receive NDE in accordance with ASME VIII
Div 1 in a manner that results in a joint efficiency of 1.0.
All welds made in the pressure envelope shall be examined by 100% Radiographic Testing
(RT) plus 100% Magnetic Particle (MP) Testing/Dye Penetrant (DP) Testing along their
entire length.
The weld repair of forgings is not permitted.

The weld bevels on all weld end valves shall be subject to either DPI or MPI with
acceptance criteria in accordance with ASME VIII, and shall be radiographed for a distance
of 50mm (2in) on either side of the weld bevels.
All major defects and subsequent repairs in castings shall be documented on a weld repair
map, specifying the defect location, size, and the procedure proposed/utilised to make
the repair.
A major defect/repair can be defined as follows:
• Those that cause through wall leakage during hydrostatic testing
• Those that result in repair cavities that exceed 20% of the original wall thickness,
or 25mm (1in), whichever is less
• Those that result in a repair area that exceeds 6500mm2 (10in2)
Repairs by peening, impregnating, or the use of fillers are not acceptable. Repairs by
plugging shall be subject to Purchaser approval.
All repair welds shall be examined using the same non-destructive methods used during
original manufacture. All ferritic welds and heat affected zones shall be checked for
hardness after any heat treatment, and shall meet the material requirements of ISO 15156
(NACE MR-01-75).
Straight beam ultrasonic examination of weld repairs shall be supplemented by the use
of angle probes to ensure the adequacy of the welds.
If unacceptable defects are found, the percentage of inspection shall be increased until
the adequacy of the forging or casting is established.
14 Pressure Testing
All valves (other than valves designed to API 6A or Control Valves) shall be pressure tested
in accordance with BS EN 12266-1, BS EN 12266-2, ASME B16.34 or API 598, but shall
be modified by the specific pressures and additional tests shown on the valve data sheet
and this specification.
As a minimum, each valve shall be subjected to a hydrostatic shell test at 1.5 times
the valve’s maximum design working pressure, and a hydrostatic seat (closure) test at
1.1 times the valve’s maximum design working pressure.
During the pressure tests, valve bodies shall not contain any substance other than the test
fluid (other than plug valves which can be lubricated prior to test).
Equipment used for pressure testing of split-bodied valves shall not act to restrain
or compress the valve along the bore axis.
All auxiliary threaded connections (ie body vent and drain, and all sealant injection ports)
shall be subjected to the full shell test pressure. Removal of any fitting will invalidate any
prior test.
Hydrostatic test fluid shall be a water solution with wetting agent and pH between 6.0 and
8.0. Where stainless steel valves are tested, the water shall contain less than 30ppm
chlorides. Pneumatic test fluid shall be dried and filtered air or nitrogen.

Hydrostatic testing shall be carried out before pneumatic testing. Valves shall be dried
internally immediately after hydrostatic testing is completed, and prior to completing the
pneumatic tests. Butterfly valves shall undergo a disc strength test in accordance with
BS EN 12266-2.
Block valves of the ball, gate, butterfly and in-line double block types shall have all seat
tests carried out and certified in both flow directions. Integral double block and bleed valves
shall be tested against all possible pressure combinations. All valves containing double
piston and self-relieving seat designs shall have the designs proved during test when
requested.
Maximum permissible seat test leakage rates shall be in accordance with the manufacturing
specification or the following rates as detailed in BS EN 12266-1 or API 598, whichever
is lower:
(1) Soft Seated Block Valves – Rate A.
(2) Lubricated Plug Valves – Rate A.
(3) Metal Seated Ball Valves – Rate C.
(4) Metal Seated Gate and Globe Valves – Rate B or API 598.
(5) High Performance Butterfly Valves – API 598.
(6) Metal Seated Check Valves – Rate D.
(7) Control Valves – ANSI/FCI 70-2 (Leakage Class to be specified to suit the intended
service).
All valves designed to API 6A shall be tested to the pressures and durations stipulated
within the design code for the applicable PSL level.
No leakage is permissible from the body or stem seals during valve shell hydrostatic
or pneumatic tests.
Where valves have back seats, these shall be subjected to the same tests as the main
valve seats.
Additional ESDV allowable leakage rates are separately specified in ANSL Performance
Standards and identified as per specific tag number. These specifications are to be
adhered to.
The minimum shell and seat test durations shall be as follows:
(1) Pneumatic seat tests – 2 minute duration.
(2) Hydrostatic shell test – 5 times BS EN 12266-1.
(3) Hydrostatic seat test – 10 times BS EN 12266-1.

15 Function Testing
All manually operated valves shall be subjected to functional tests during the pressure test
procedure. The tests shall involve cycling the valve from fully open to fully closed and back
to fully open before each pressure test.
Regulating valves of the angle, globe and needle type shall have all seat and torque tests
carried out in the service direction; in addition, the hydrostatic seat test and a further torque
test shall be carried out in the reverse direction.
Valves shall be torque tested at the maximum design differential operating pressure to
demonstrate that the required operating force/torque is less than the limits specified.
Where more than one valve of a specific size/rating/model has been purchased in a batch
from the same manufacturer, one torque test shall suffice to cover all the similar valves.
Block valves of the ball, gate, butterfly and in-line double block types shall have all torque
tests carried out and certified in both flow directions where specified by the Purchaser.
Actuated valves shall be tested as an assembled unit by the Supplier. Tests shall require
the actuator’s air supply pressure to be set to the original sized operating pressure.
The valve shall be operated by energisation and de-energisation of a solenoid valve.
The following detail shall be checked:
• Operation of the valve throughout its full stroke
• Stroke times required to open and close the valve
• Operation of any limit switches
• The solenoid valve reset
The valve’s operating times should be checked against any specific requirements stated
on the Valve Data Sheet or Purchase Order agreement (ie for any ESDV/HIPPS application,
refer to Addendum 1).
16 Gas Testing
All valves on hydrocarbon gas, hydrogen or toxic service shall undergo nitrogen shell leak
tests at 1.1 times the valve’s design pressure at ambient temperature, or that shown on
the data sheet. These tests shall be carried out in accordance with BS EN 12266-1.
Acceptance criteria shall be zero leakage.
Block valves on hydrocarbon gas, hydrogen or toxic service, including ball, butterfly, globe,
gate and proprietary double block and bleed valves, shall undergo nitrogen seat leak tests
at 1.1 times the valve’s design pressure at ambient temperature, or that shown on the data
sheet. These tests shall be carried out in accordance with BS EN 12266-1.
Test gas shall generally be nitrogen (or a mixture of 99% nitrogen and 1% helium), unless
Minimum shell and seat test durations shall be as follows:
(1) Gas shell test – 5 times BS EN 12266-1.
(2) Gas seat test – 10 times BS EN 12266-1.

Maximum permissible seat test leakage rates shall be in accordance with the manufacturing
specification or the following rates as detailed in BS EN 12266-1 or API 598, whichever
is lower:
(1) Soft Seated Block Valves – Rate A.
(2) Lubricated Plug Valves – Rate A.
(3) Metal Seated Ball Valves – Rate C.
(4) Metal Seated Gate and Globe Valves – Rate B or API 598.
(5) High Performance Butterfly Valves – API 598.
(6) Metal Seated Check Valves – Rate E.
No external leakage is permissible from the body or stem seals during the high-pressure
gas shell test.
Where valves have back seats, these shall be subjected to the same tests as the main
valve seats.
17 Low Temperature Testing

For the purpose of this specification a temperature range of between -73°C to -254°C will
be considered as cryogenic conditions.
Valves with a data sheet operating temperature or seal and survive temperature below
-50°C shall be type tested to demonstrate their suitability for service. The extent of such
testing shall be agreed before placement of order; recent successful tests carried out on
the specific valve type for previous orders shall generally qualify those valves for service
in similar conditions.
Where tests are required, they shall be carried out after all other pressure tests have been
completed, using gas 99% nitrogen with 1% helium.
If following a hydrostatic test, the valve shall be fully disassembled and the internals
thoroughly dried, degreased and cleaned, with all seals and packings dried or replaced
prior to conducting the low temperature tests.
Valves supplied for cryogenic service shall be provided with an extended bonnet with
a vapour space between the valve body and the gland seal, with dimensions meeting
the requirements of BS 6364.
The test of a particular valve shall also qualify valves of the same design, from the same
manufacturer, two sizes above and below and one pressure class above and below the
tested valve.
The Supplier shall provide full details of methods, procedures, equipment and personnel
for Purchaser review and approval prior to commencement of testing. The Purchaser
reserves the right to witness all tests and preparation for tests, with written results of all
tests handed to the Purchaser as each one is carried out.
Tests shall cover torque, seat leakage and shell leakage. The main requirements are
described in the following paragraphs. All tests shall be carried out after the valve has
stabilised at the applicable temperature.

Torque tests shall be carried out at the lowest operating temperature shown on the data
sheet. The force required to open or close the valve shall not exceed 360N. Two sets
of tests shall be carried out as follows:
(1) Maximum operating pressure shall be established on one side of the closed valve;
the valve shall then be operated to fully open, with maximum torque readings taken
to crack the valve open and also midway through the stroke. This test shall be
repeated with pressure on the other side of the valve. Both tests shall be carried out
twice, giving four readings.
(2) Maximum operating pressure shall be established within the open valve; the valve
shall then be fully cycled three times, with readings taken to determine maximum
opening, midway and closing torque for each cycle, giving nine readings.
Shell leakage tests shall be carried out at the lowest design operating temperature shown
on the data sheet; where this temperature is below -50°C, the tests shall be repeated at
50°C temperature increments starting at ambient. The total leakage rate through all
possible leak paths shall be measured and recorded at all pressure increments up to and
including the maximum operating pressure.
Seat leakage tests shall be carried out at the lowest design operating temperature shown
on the data sheet; where this temperature is below -50°C, the tests shall be repeated
at 50°C temperature increments starting at ambient. Maximum operating pressure shall
be established on one side of the closed valve and the leakage rate across the valve shall
be measured and recorded. This test shall be repeated with pressure on the other side
of the valve.
Acceptance criteria for the leakage tests shall be as per the following maxima:
Shell External Leakage 0.00 No Visible Leakage

Seat Leakage 6.00 scc/min/DN (mm)
18 Coatings
Valves and special piping items shall be prepared, primed and finish painted in full
accordance with the Apache Coating Specification (ANS-OMA-001), to the required colour
coding and paint system. The Purchaser shall advise the Supplier of the valve service
conditions.
All carbon steel, alloy steel, stainless and duplex/super duplex stainless steel valves shall
be painted. Copper alloy valves (eg aluminium bronze) shall not be painted unless
specifically requested by the Purchaser.
The valve interior, threaded connections (except where exposed above nuts on flanges
and closures), bevelled ends, flange contact faces, exposed parts of the stem and the
manufacturer’s identification tags shall not be painted.

19 Packing and Marking

Valves shall be thoroughly dried after hydrotest and the internals coated with an approved
protective oil (ie Mobilarama or equivalent). The end connection spigots/sealing faces shall
be coated with a light covering of grease. Seal the ends with a light plastic covering, then
fit a robust protective cover over the end connections, to prevent damage to weld
preparations or flange faces and to prevent the ingress of debris or water.
Manual ball, plug and through conduit gate valves shall be transported and supplied in the
fully open position.
Other gate, globe and check valves shall be transported and supplied in the fully closed
position.
Wedge gate or globe valves with soft seats are to have the wedge backed off to relieve
pressure on the seal.
All actuated valves shall be transported and supplied in their fail mode position.
All remaining valve types shall be supplied as recommended by the manufacturer.
For valves shipped in packing cases, a cradle or carrier shall be provided which will support
the full weight of the valve within the packing case, irrespective of orientation of the packing
case when landed. The case shall be marked externally with the name of the offshore
installation/destination, the valve tag number, the relevant purchase order number,
the gross weight, and the position of the centre of gravity.
All items shall be marked in accordance with ASME B16.34 and their applicable product
standard which will all be clearly visible after painting, plus the following project specific
data:
(1) Soft seated valves shall also include the soft seat material and the minimum/maximum
allowable working temperatures.
(2) Ball valves with Double Piston Effect (DPE) seats should be marked externally
showing the side where the DPE seat is installed.
(3) Valves with hub or compact flange ends shall also include the maximum allowable
working pressure in barg at ambient temperature, plus the relevant seal ring number
if applicable.
(4) Valves with butt welding ends shall also include the wall thickness in mm.
(5) Valves suitable for working in only the horizontal or the vertical position shall be
clearly identified.
(6) An arrow showing the preferred sealing direction (where applicable).
(7) The valve tag number shall be stamped onto a corrosion-resistant metal tag which
shall be securely attached to the valve body. Temporary flange covers are not to be
used for marking purposes.
(8) Purchase order number and order item number.
All material shall be packed suitable for transportation to offshore North Sea installations,
in accordance with the Supplier’s written specifications. These specifications shall be
subject to prior review and approval by the Purchaser.

20 Certification and Traceability

In addition to marking every valve with the CE mark where applicable, Suppliers shall
provide a declaration confirming compliance with the Pressure Equipment Regulations for
the fluid category and design conditions shown on the data sheet or provided by the
Purchaser. Any additional requirements and documentation necessary to demonstrate
compliance shall be agreed between Supplier and Purchaser before order placement.
This section shall also apply to piping special items when stated on the special item data
sheet.
Certification for all pressure containing and controlling valve components including bolting
shall be provided in accordance with BS EN 10204 type 3.1 as stated on the valve data
sheet. Other valve parts, including seals and gaskets, shall be certified in accordance with
BS EN 10204 type 2.2.
Fire type testing/certification shall be in accordance with BS EN ISO 10497 or equivalent
(ie API 607 or API 6FA).
Anti-static testing/certification shall be in accordance with BS EN 12266-2 or equivalent.
Full traceability shall be maintained throughout all stages of manufacture and supply.
Test certificates shall be supplied verifying that a satisfactory set of function and pressure
tests have been completed on the assembly prior to supply.
Records of all inspection and testing shall be kept available by the Supplier for possible
examination by the Purchaser for at least 10 years after delivery of the valves.
21 Documentation
Documentation requirements shall be fully defined in the enquiry or purchase order
package under a Supplier Data Requirements List (SDRL) and/or Product Quality Code
List (PQCL). The following list is a reference showing the minimum documentation
normally required for formal submission to obtain Purchaser approval prior to valve
manufacture/supply:
• Details of the original equipment manufacturer and country of origin
• Full detailed general arrangement and cross=sectional drawings complete with parts
list and bill of materials
• Specific design codes
• Envelope dimensions and weight data
• Valve specification sheets (where applicable)
• Torque/force sizing data for the valve and any associated operator at the maximum
design pressure, for both the opening and closing strokes
Where requested by the Purchaser, the Supplier shall also provide copies of the following
documentation for review:
(1) List of documents intended to be submitted.

(2) List of all component sub-suppliers.

(3) Production schedule.
(4) Quality control plan.
(5) Dimensional and cross-sectional drawings, including parts lists and showing full
material specifications for all parts.
(6) Weight data.
(7) Where welding is carried out at any stage in the valve manufacture, weld procedure
specifications and supporting documentation shall be submitted. This includes
pressure-retaining welds, weld repairs, weld overlays and hard facing.
(8) Torque/Force data for the valve at the maximum design pressure for opening and
closing strokes.
(9) Protective coating details (refer to General Coating Specification (ANS-OMA-001)).
The following list shows optional additional documents; these will be required for
submission only when the service or manufacture needs special consideration:
(1) Non-destructive examination and testing procedures.
(2) Heat treatment procedures.
(3) Pressure testing procedures.
(4) Certified lifting lug details and calculations.
(5) Cleaning and packing procedures.
(6) Delivery transportation details.
The following list shows additional documents which shall be supplied at time of delivery:
(1) Manufacturing data dossier.
(2) Test certificates.
(3) Material certification (BS EN 10204 type 3.1 and 2.2).
(4) Certificate of compliance (pressure equipment regulations).
(5) Electrical certification (including ATEX and Ingress Protection Certificates where
applicable).
(6) General arrangement and sectional drawings c/w parts list and bill of materials.
(7) Operating and maintenance manual.
(8) Recommended commissioning and operating spare parts.
Where valves are procured from approved Suppliers with an established quality assurance
record, the Purchaser may waive any of the above documentation requirements, at their
discretion.
All drawings and documents shall be supplied using metric units of measurement.

Addendum 1 Testing Emergency

Shutdown Valves
The following section gives procedural guidance on the requirements for pressure testing and
function testing Emergency Shutdown Valves (ESDVs).
All ESD valves have been categorised into three groupings, those being: General Process HIPPS
and Pipeline/Riser ESDVs.
HIPPS valves shall be categorised as ‘fast acting’ and ‘slow acting’ HIPPS systems. Fast acting
HIPPS valves shall be described as where the required operating speeds exceed a rate
of 4in of the valve’s nominal bore per second (eg 4in NB in 1 second).
All tests shall be done in accordance with the relevant design code.
All test pressures and hold periods are to be approved by the Purchaser. The hold period shall
not commence until the pressure has stabilised.
All external surfaces shall be thoroughly dried when conducting hydrostatic tests.
Any through bore leakage witnessed shall be verified against acceptable leakage rates approved
by the Purchaser.
All high-pressure gas tests shall be performed with the valve fully submerged in water.
Prior to commencing any pressure test, a visual inspection shall be carried out. The valve shall
be operated for three cycles (fully open to fully closed) and an alignment check made on the ball
and seats.
(1) Hydrostatic Shell Test: The valve body is to be hydrostatically tested in the partly open
position at 1.5 times the valve’s maximum working pressure, as stated in ASME B16.34
or the relevant design code.
(2) Hydrostatic Seat Tests: The valve seats are to be independently hydrostatically tested from
either end at 1.1 times the valve’s maximum working pressure, as stated within ASME
B16.34 or the relevant design code.
(3) Low Pressure Pneumatic Seat Test: The valve seats shall be independently pneumatically
gas tested from either end at a pressure of 6barg (± 1barg).
(4) Differential Pressure Function Test: Where the actuator is available the DP function tests
shall be conducted as follows:
The valve shall be filled with water in the half open position and operated to the closed
position. Increase the pressure against one seat, and following a 2-minute settling period
the valve shall then be operated to the fully open position.

The following information shall be recorded:

• Actuator pressure required to initiate opening of the valve
• Actuator pressure required to reach the valve’s mid stroke (running)
• Actuator pressure required to reach the valve’s fully open position
• Time taken to reach the fully open position, when opening against the valve’s full
differential pressure (with the actuator set at its operating supply pressure)
The valve shall then be re-pressurised back to the test pressure and after a 2-minute settling
period shall be closed using the spring return function, whilst the actuator’s supply pressure
is set at its sized working pressure.
The following information shall be recorded:
• Time taken to reach the valve’s fully closed position
The function tests shall then be repeated against the second valve seat.
The test pressure for the DP function test shall be either:
• The maximum design working pressure for the valve’s pressure class rating
• 1.1 times the intended maximum operating pressure (where approved by Apache)
• The valve’s maximum differential pressure as stated by the manufacturer, which must
not be exceeded (where approved by Apache)
Where the actuator is not available, then the function test can be waived if the valve is new
and the valve’s operating torques can be verified by the Original Equipment Manufacturer
(OEM), eg at the factory acceptance test.
When both the actuator and the valve OEM’s operating torque figures are not available,
or where the valve has recently been refurbished, then the DP function test shall be
completed using a calibrated external torquing unit. The measured operating torques for the
valve shall then be compared against the associated actuator’s output torques, and the
maximum allowable valve input torque.
The DP function test shall be repeated for a minimum of three times to verify repeatability
of the test results obtained.
(5) Hydrostatic Seat Tests: Repeat the hydrostatic seat tests (as per Step 2) to ensure that no
damage has occurred to the valve seats or obturator.
(6) Low Pressure Pneumatic Seat Test: Repeat the LP air seat tests (as per Step 3)
to ensure that no damage has occurred to the valve seats or obturator.
(7) High pressure gas tests shall only be a requirement where the valve is to be placed
on a ‘dry’ gas service, or where the percentage volume of gas in the line exceeds 30%
in a multiphase fluid. Alternatively, if the fluid is considered to have a hazardous nature
(eg where exposure to a very small quantity can produce serious irreversible harm) then
gas testing is required even if in a liquid phase (Apache to advise).
(7.1) Nitrogen Gas Shell Test: The valve body is to be gas tested in the partly open
position at 1.1 times the valve’s maximum working pressure, as stated in ASME

(7.2) Nitrogen Gas Seat Seats: The valve seats are to be independently gas tested from
either end at 1.1 times the valve’s maximum working pressure, as stated in ASME
(8) Where the valve has had any pressure retaining plugs or fittings removed during the
pressure test procedure (eg for cavity relief testing, DPE seat testing), the valve’s pressure
envelope must be completely reassembled and a final hydrostatic shell test completed to
verify the integrity of the assembled joint(s). This may be covered by the extended shell
strength test where required.
(9) Hydrostatic Shell Strength Test: A long duration hydrostatic shell test shall be required for
pipeline/riser ESDVs, when the associated valve falls within the boundaries of the main
export pipeline system. The following references can be used to determine the required test
duration:
(9.1) The hold period shall be 24 hours where the pipeline is required to comply with
PD 8010.
(9.2) 8 hours if the pipeline is required to comply with BS EN 14161.
(9.3) A minimum of 4 hours if API 6D Annex I is the relevant design code.
(9.4) If the valve has received a previous 24 or 8-hour shell strength test, then the
duration of any subsequent strength test can be reduced to a 4-hour hold period,
only if the previous test certificate is less than 12 months old, and provided there
has been no break in the valve’s pressure envelope since the previous test.
(9.5) Repeat the LP air seat tests (as per Step 3) to ensure that no damage has occurred
to the valve seats or obturator during the extended shell test.
(10) On completion of all pressure tests, the following checks shall be made on the valve:
(10.1) Operate the valve for three cycles between the fully open and fully closed positions
to verify the assembly’s smooth operation, and to function test any limit switches
being supplied.
(10.2) Place the valve in the half open position and inspect the ball and any coating
present for damage.
(10.3) Place the valve in the fully open position and repeat the through bore alignment
check. Check/reset the ball alignment mechanical stops as required.

Summary of ESDV Pressure and Function Test Requirements.
Table 1 Summary of ESDV Pressure and Function Test Requirements
General Fast Pipeline

Test Test Type Process Acting ESDV/Ris
ESDV HIPPS er
1 Hydrostatic Shell   
2 Hydrostatic Seat Tests   
3 LP Gas Seat Test   
4 Differential Pressure Function Test  (4)  (4)  (4)
5 Repeat Hydrostatic Seat Tests   
6 Repeat LP Gas Seat Tests   
7 HP Gas Shell Test (7) (7) (7)
8 HP Gas Seat Tests (7) (7) (7)
9 Long Duration Hydrostatic Shell Strength Test – –  (9)
10 Stroke Function Test   
11 Ball/Coating Inspection Check   
12 Through Bore Alignment Check   
Note: for numbers in brackets, refer to the relevant Section within Addendum 1.

Addendum 2 Testing a Double Piston Effect

Ball Valve
The following gives procedural guidance on how to pressure test and function test a double piston
effect ball valve.
All tests shall be done in accordance with the relevant design code.
All external surfaces shall be thoroughly dried when conducting hydrostatic tests.
All test pressures and hold periods are to be approved by the Purchaser. The hold period shall
not commence until the pressure has stabilised.
Any through bore leakage witnessed shall be verified against acceptable leakage rates approved
by the Purchaser.
All high-pressure gas tests shall be performed with the valve fully submerged in water.
(1) Hydrostatic Shell Test: The valve body is to be hydrostatically tested in the partly open
position at 1.5 times the valves maximum working pressure, as stated in ASME B16.34
(2) Hydrostatic Seat Tests: The valve seats are to be independently hydrostatically tested from
either end at 1.1 times the valve’s maximum working pressure, as stated within ASME
(3) Hydrostatic Double Piston Seat Test
(3.1) Pressurise valve simultaneously through end connection ‘A’ and the body cavity
connection. Record leakage into end connection ‘B’.
(3.2) Pressurise valve simultaneously through end connection ‘B’ and the body cavity
connection. Record leakage into end connection ‘A’.
(3.3) Pressurise end connections ‘A’ and ‘B’ simultaneously and check for leakage into
the body cavity.
(3.4) Pressurise valve through the body cavity and check for leakage into both end
connections ‘A’ and ‘B’.
(4) Hydrostatic Double Piston Simulation Test
(4.1) With the valve in the closed position, place the valve in a pressure balanced
condition with end connection ‘A’, end connection ‘B’, and the body cavity at test
pressure. Hold until the test pressure has stabilised.
(4.2) Reduce the pressure in end connection ‘B’ to atmospheric and monitor the
pressure at end connection ‘A’ and the body cavity for leakage.
(4.3) Reduce the pressure in the body cavity slowly to atmospheric and monitor the
pressures at end connections ‘A’ and ‘B’, checking for communication between the
cavity and both end connections.

(4.4) Increase the pressure in the body cavity back to the test pressure and monitor
the pressures at end connections ‘A’ and ‘B’, checking for communication between
the cavity and both end connections.
(4.5) Increase the pressure in end connection ‘B’ returning the valve back to its initial
condition, pressure balanced across both end connections and the body cavity.
Hold until the pressure has stabilised.
(4.6) Reduce the pressure in end connection ‘A’ to atmospheric and monitor the
pressure at end connection ‘B’ and the body cavity for leakage.
(4.7) Reduce the pressure in the body cavity slowly to atmospheric and monitor
(4.8) Increase the pressure in the body cavity back to the test pressure and monitor
(5) Low Pressure Gas Seat Tests: The valve seats are to be independently gas tested
(pneumatically) from either end at a pressure of 6barg (± 1barg).
(6) High Pressure Gas Shell Test: The valve body is to be gas tested in the half open position
at 1.1 times the valve’s maximum working pressure, as stated in ASME B16.34 or the
relevant design code.
(7) High Pressure Gas Seat Tests: The valve seats are to be independently gas tested from
either end at 1.1 times the valve’s maximum working pressure, as stated in ASME B16.34
(8) High Pressure Gas Double Piston Seat Test
(8.1) Pressurise valve with nitrogen simultaneously through end connection ‘A’ and the
valve body cavity connection. Record leakage into end connection ‘B’.
(8.2) Pressurise valve with nitrogen simultaneously through end connection ‘B’ and the
valve body cavity connection. Record leakage into end connection ‘A’.
(8.3) Pressurise end connections ‘A’ and ‘B’ simultaneously checking for leakage into
the valve body cavity.
(8.4) Pressurise valve through the body cavity and check for leakage into end
connections ‘A’ and ‘B’.
(9) High Pressure Gas Double Piston Simulation Test
(9.1) With the valve in the closed position, place the valve in a pressure balanced
condition with end connection ‘A’, end connection ‘B’, and the body cavity at test
pressure. Hold until the test pressure has stabilised.
(9.2) Reduce the pressure in end connection ‘B’ to atmospheric and monitor the
pressure at end connection ‘A’ and the body cavity for leakage.

(9.4) Increase the pressure in the cavity back to the test pressure and monitor
(9.5) Increase the pressure in end connection ‘B’ returning the valve back to its initial
condition, pressure balanced across both end connections and the body cavity.
Hold until the pressure has stabilised.
(9.6) Reduce the pressure in end connection ‘A’ to atmospheric and monitor the
pressure at end connection ‘B’ and the body cavity for leakage.
(9.8) Increase the pressure in the cavity back to the test pressure and monitor
(10) Hydrostatic Shell Test: After fitting all pressure retaining fittings (ie relief valve, plugs,
injectors) to the valve body as will be fitted on final supply, repeat the hydrostatic shell test
(as per Step 1) with the valve in the partly open position, to verify the assembled joint(s).

Addendum 3 List of Abbreviations
ANSI American National Standards Institute

ANSL Apache North Sea Limited
API American Petroleum Institute
ASME American Society of Mechanical Engineers
ASTM American Society for Testing and Materials
ATEX Atmospheric Explosibles
BS British Standard
BS EN British Standard European Norm
BS EN ISO British Standard European Norm International Organisation for Standardisation
CE European Conformity
CE Carbon Equivalent
CLA Centre Line Average
Cr Chrome
CV Coefficient of Flow
DN Nominal Diameter (metric)
DP Differential Pressure
DP Dye Penetrant
DPE Double Piston Effect
EEA European Economic Area
EEMUA Engineering Equipment and Materials Users Association
EN European Norm
ESDV Emergency Shutdown Valve
EU European Union
FCI Fluid Controls Institute
FCO Facilities Co-ordinator
HIPPS High Integrity Pressure Protection System
HNBR Hydrogenated Nitrile Butadiene Rubber
HP High Pressure
HVOF High Velocity Oxygen Fuel
IMS Integrity Management System
in Inch
ISO International Organisation for Standardisation
LP Low Pressure
MAOT Maximum Actuator Output Torque
MAST Maximum Allowable Stem Torque
MAVIT Maximum Allowable Valve Input Torque
MDS Material Data Sheets
MP Magnetic Particle

NACE National Association of Corrosion Engineers

NDE Non-destructive Examination
NORSOK Norwegian Petroleum Industry Standards
NPT National Pipe Thread
OEM Original Equipment Manufacturer
OIE Offshore Inspection Engineer
OIM Offshore Installation Manager
OSM Operations Supervisor Maintenance
PCD Pitch Circle Diameter
PCTFE Polychlorotrifluoroethylene
PD Published Document
PEEK Polyether ether ketone
PED Pressure Equipment Directive
PER Pressure Equipment Regulation
PH Hydrogen Potential
PQCL Product Quality Code List
PRV Pressure Relief Valve
PTFE Polytetrafluoroethylene (Teflon)
RPTFE Reinforced Polytetrafluoroethylene
RT Radiographic Testing
SDRL Supplier Document Requirements List
SMS Safety Management System
SPE Single Piston Effect
SS Stainless Steel
UNS Unified Numbering System
UT Ultrasonic Testing

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 BUSINESS MANAGEMENT SYSTEM

Revision September 2019 Issue 2

Amended By Date Issue No Description

April 2011 Issue 1 First issue.

September 2019 Issue 2 2

September 2019 Issue 2 3

5.2 Austenitic Stainless Steel 14

11 Integral Block and Bleed Valves 23

September 2019 Issue 2 4

17 Low Temperature Testing 31

19 Packing and Marking 33

20 Certification and Traceability 34

Addendum 1 Testing Emergency Shutdown Valves 36

September 2019 Issue 2 5

Must or Shall Indicates a mandatory requirement

September 2019 Issue 2 6

ASME B16.5 Pipe Flanges and Flanged Fittings

September 2019 Issue 2 7

BS EN 12266-1 Testing of Valves. Pressure Tests, Test Procedures and

September 2019 Issue 2 8

3.1 Pressure Ratings

3.2 Fire Testing

3.3 Corrosion Allowance

3.4 Valve Stems

3.5 Valve Drive Trains

3.6 Auxiliary Connections

3.6.1 For Valve Sizes 4in NB and Below

September 2019 Issue 2 9

On Water/Non-Toxic Service: Any pressure retaining threaded connections present on the

3.6.2 For sizes greater than 4in NB

3.7 Lifting Lugs and Brackets

September 2019 Issue 2 10

September 2019 Issue 2 11

4.2 End Connections

September 2019 Issue 2 12

September 2019 Issue 2 13

5.1 Carbon and Low Alloy Steel

5.1.1 Impact Testing (Carbon Steels)

5.1.2 Welding (Carbon Steels)

5.2 Austenitic Stainless Steel

September 2019 Issue 2 14

5.3 6%Mo Austenitic Stainless Steel

5.4 22%Cr Duplex Stainless Steel

5.5 25%Cr Super Duplex Stainless Steel

September 2019 Issue 2 15

5.6 17-4 PH (A564 type 630)

5.7 Inconel 625

5.8 Inconel 718

5.9 Inconel X750

5.11 Non-ferrous Metals

5.12 Non-metallic Materials

September 2019 Issue 2 16

September 2019 Issue 2 17

5.13 Carbon Steel Bolting

5.13.1 Alloy Steel Bolting for Non-sour Service

5.13.2 Alloy Steel Bolting for Sour Service

5.13.3 Alloy Steel Bolting for High Temperature Service

5.13.4 Larger Diameter Alloy Steel Bolting

5.14 Stainless Steel Bolting

September 2019 Issue 2 18

September 2019 Issue 2 19

September 2019 Issue 2 20

September 2019 Issue 2 21

September 2019 Issue 2 22