GP 03-12-09 General Requirements for Valves October 2008

General Requirements for Valves

GP 03-12-09

Scope
[I] This Global Practice (GP) covers general requirements governing the design, inspection, testing, and
preparation for shipment of valves.

Refining/Chemicals, Downstream
For Company Use Only Version 3.0.0
Imperial Oil

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Copyright Waiver
ExxonMobil Development Company and ExxonMobil Pipeline Company hereby license the use of ExxonMobil Engineering Practices System (EMEPS) Global Practices (GPs) for
use by any ExxonMobil division, subsidiary, or more-than-50%-owned affiliate. The GPs may be downloaded and modified as necessary for project and affiliate use. Written
permission from ExxonMobil Development Company or ExxonMobil Pipeline Company is not required. However, any modified GPs must be renumbered to a project-specific or
affiliate-specific number to distinguish them from the GPs on the EMEPS web site. ExxonMobil operated joint ventures may utilize GPs to create project-specific or location-specific
specifications. It is the responsibility of individual affiliate or joint venture to ensure that the use of GPs and their derivatives is limited to joint venture related business and not
disclosed or used outside the JV without appropriate EM management approval.
 GP 03-12-09 General Requirements for Valves October 2008

Table of Contents

1. Required References ............................................................................................ 3

1.1. Global Practices–ExxonMobil Engineering Practices ................................... 3
1.2. API–American Petroleum Institute ................................................................ 3
1.3. ASME–American Society of Mechanical Engineers ..................................... 3
2. Additional Requirements ...................................................................................... 4
2.1. Global Practices–ExxonMobil Engineering Practices ................................... 4
2.2. ExxonMobil Piping GEMS–General ExxonMobil Piping Material
Specifications ............................................................................................... 4
2.3. API–American Petroleum Institute ................................................................ 4
2.4. NACE–National Association of Corrosion Engineers.................................... 4
3. Materials................................................................................................................. 4

4. Design .................................................................................................................... 5
4.1. Additional Requirements for Valves Equipped with Chainwheels ................. 5
5. Additional Requirements for Low Alloy Valves in Hydrogen Service and
Austenitic Stainless Steel Valves in High-Pressure Service ............................. 6

6. Additional Requirements for Valves in Wet H 2 S Service ................................... 6

7. Inspection and Testing ......................................................................................... 6

8. Preparation for Shipment ..................................................................................... 7

8.1. General Requirements ................................................................................. 7
8.2. Protective Coatings ...................................................................................... 7
8.3. Valve Protection ........................................................................................... 7
8.4. Identification and Labeling ............................................................................ 7
Record of Change ......................................................................................................... 9

Attachment: Purpose Code Definitions.................................................................... 11

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 GP 03-12-09 General Requirements for Valves October 2008

1. Required References
This Section lists the Practices, codes, standards, specifications, and publications that shall be used with
this document. Unless otherwise specified herein, use the latest edition.

1.1. Global Practices–ExxonMobil Engineering Practices

GP 03-12-08 Block Valve Packing Systems

1.2. API–American Petroleum Institute

API SPEC 6D Petroleum and Natural Gas Industries - Pipeline Transportation Systems
- Pipeline Valves
API STD 594 Check Valves: Flanged, Lug, Wafer and Butt-welding
API STD 598 Valve Inspection and Testing
API STD 599 Metal Plug Valves - Flanged, Threaded and Welding Ends
API STD 600 Bolted Bonnet Steel Gate Valves for Petroleum and Natural Gas
Industries
API STD 602 Steel Gate, Globe and Check Valves for Sizes DN 100 and Smaller for
the Petroleum and Natural Gas Industries
API STD 603 Corrosion-Resistant, Bolted Bonnet Gate Valves - Flanged and Butt-
Welding Ends
API STD 608 Metal Ball Valves - Flanged, Threaded, and Welding End
API STD 609 Butterfly Valves: Double Flanged, Lug- and Wafer-Type

1.3. ASME–American Society of Mechanical Engineers

ASME B16.34 Valves - Flanged, Threaded, and Welding End

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 GP 03-12-09 General Requirements for Valves October 2008

2. Additional Requirements
[*] This Section lists the additional Practices, codes, standards, specifications, and publications that shall
be used with this document only where specified. Unless otherwise specified herein, use the latest
edition.

2.1. Global Practices–ExxonMobil Engineering Practices

GP 18-03-04 Pressure Casting Quality and Inspection
GP 18-07-01 Welding Procedures
GP 18-12-01 Positive Material Identification

2.2. ExxonMobil Piping GEMS–General ExxonMobil Piping Material

Specifications
GEMS 3-43-2.2 Cryogenic Valve Testing Procedures and Requirements

2.3. API–American Petroleum Institute

API STD 607 Fire Test for Soft-Seated Quarter-Turn Valves

2.4. NACE–National Association of Corrosion Engineers

NACE MR0103 Materials Resistant to Sulfide Stress Cracking in Corrosive Petroleum
Refining Environments

3. Materials
1) [*] [R] Austenitic stainless steel and nickel alloy valves (body, bonnet, cover, and cap) shall meet the
following requirements:
a) Trim including stem and seats, gland assemblies including bolting, and trunnion support materials
shall be of the same nominal chemistry as the body. Hard facing equal to CoCr-A shall be
provided for seating surfaces when specified and is always an acceptable alternative for seating
surfaces.
Note: Hard facing (equal to CoCr-A) includes such trademarked materials as Stellite 6, Stoody 6,
and Wallex 6.
b) Bonnet and cover bolting material for valves NPS 3 and larger will be specified and shall be of
the same material specification as the bolting used for connecting piping.
2) [S] Cadmium-coated bolts shall not be used.

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 GP 03-12-09 General Requirements for Valves October 2008

3) [R] Block valve packing material shall meet the requirements of GP 03-12-08.

4. Design
1) [R] Valve design shall meet the requirements of ASME B16.34 and the following product
specification standards as applicable:
a) Check Valves—API STD 594
b) Plug Valves—API STD 599
c) Gate Valves—API STD 600, API STD 603
d) Forged Gate Valves—API STD 602
e) Ball Valves—API STD 608, API SPEC 6D
f) Butterfly Valves—API STD 609
2) [*] [R] All pressure-containing welds, and welds made on pressure-containing components, shall
meet the requirements of GP 18-07-01. Hardfacing welds on components that are not part of the
pressure boundary may be exempted from this requirement if weld adequacy is demonstrated by an
appropriate mockup.
3) [S] Valve stems and check valve/butterfly valve shafts shall be blowout proof if the stem or shaft
becomes separated from the closure device, if the stemnut becomes detached from the yoke, or if the
packing gland is removed. Valve stems shall be designed such that the weakest link is outside of the
pressure boundary.
4) [A] [M] [O] Counterweight designs for check valves shall be submitted to Purchaser for Owner's
Engineer approval. Drawings for check valves with counterweights shall clearly indicate whether the
counterweights are provided to assist quick closure or to provide damping. Drawings shall also
indicate the required counterweight location and the weight and center of gravity of all components
attached to the hinge pin.
5) [A] [O] [R] When horizontal stem orientation is required or specified for gate valves NPS 10 or
greater in horizontal lines, valve internals shall be designed to avoid wedge jamming. The design
shall be approved by the Owner's Engineer.

4.1. Additional Requirements for Valves Equipped with

Chainwheels
1) [A] [R] When chainwheels are specified, they shall be of the direct mounted adjustable sprocket rim
type. Clamp-on type chainwheels for valves greater than NPS 2 (50 mm) are not permitted unless
approved by the Owner's Engineer.
2) [S] Chainwheels shall include a supplementary retention device such as a safety chain or cable.
Chain guides shall be included.
3) [S] Valve chainwheels shall not be made with cast iron components.

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 GP 03-12-09 General Requirements for Valves October 2008

5. Additional Requirements for Low Alloy Valves in

Hydrogen Service and Austenitic Stainless Steel Valves
in High-Pressure Service
1) [*] [R] When hydrogen service is specified, low alloy valve castings (P-numbers 3, 4, and 5
materials) shall be magnetic particle and radiographically examined per GP 18-03-04.
2) [R] Austenitic stainless steel valve castings with a rating of Class 1500 or 2500 shall be liquid
penetrant and radiographically examined per GP 18-03-04.

6. Additional Requirements for Valves in Wet H2S Service

[R] Valves for use in wet H 2 S service shall meet the requirements of NACE MR0103.

7. Inspection and Testing

1) Positive Material Identification (PMI) of alloy and stainless steel valves shall be per GP 18-12-01.
2) [R] Valve closure tests shall be per API STD 598 except that all prototype designs shall be high- and
low-pressure closure tested. A valve shall be considered a prototype if any of the following apply:
a) Manufacturer has made significant changes to the standard design.
b) The manufacturing facility has no previous experience with the particular valve model.
3) [R] Quarter-turn valves shall be leak tested with the final gear operator installed.
4) [R] Low-pressure seat tests shall be conducted with the air discharge slightly below water to facilitate
determination of leakage rates.
5) [*] [R] All valves specified to have double block and bleed capability with body bleeds in the G
position per ASME B16.34 shall be tested in accordance with API STD 598 as a "double block and
bleed valve." Leakage shall be measured through the open bleed.
6) [*] [R] To verify the capability of the metal seat to provide positive shutoff for soft-sealed gate
valves, a minimum of 5 percent (minimum of one valve) of each size in the order, shall be high-
pressure closure and low-pressure closure tested per API STD 598 without the soft seal in place. The
test valve shall be stroked open and shut at least one time prior to these tests. Leakage shall not
exceed rates specified for metal-seated valves.
7) [*] [R] Valves specified to be in cold or cryogenic service shall be tested in accordance with Piping
GEMS 3-43-2.2.

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 GP 03-12-09 General Requirements for Valves October 2008

8. Preparation for Shipment

8.1. General Requirements
1) [M] Compact and extended body gate and globe valves, and soft-sealed wafer-type butterfly valves,
shall be in the closed position during shipment and subsequent storage. Other soft-sealed valves shall
be shipped in the open position.
2) [M] Valves, as well as associated operating mechanisms, shall be crated for shipment to protect
against internal and external damage.

8.2. Protective Coatings

1) [*] [M] The painting of unmachined exterior surfaces of valves shall be specified for marine or
corrosive chemical atmospheres.
2) [*] [M] Machined or threaded exterior surfaces of carbon steel, cast iron, ductile iron, and ferrous
alloys with a nominal chemistry of 12 Cr and below shall be protected from corrosion during
shipment and subsequent storage by coating with a rust preventive of a type as follows:
a) To provide protection during outdoor storage, for a period of twelve months, exposed to a normal
industrial environment
b) To be removable with mineral spirits or any Stoddard solvent

8.3. Valve Protection

1) [M] Covers for the protection of gasket surfaces of end flanges or body facings, and for the protection
of welding ends, shall be metal, hardboard, plastic, or solid wood.
2) [M] Valves with threaded or socketwelding ends shall have the ends protected with metal, wood, or
plastic caps or plugs.
3) [M] Austenitic stainless steel valves shall not be exposed to salt water or salt spray. Valves shall be
covered, or protected with a coating, and shall not be in contact with porous materials such as raw
wood.

8.4. Identification and Labeling

1) [R] Valves that have passed the API STD 598 high-pressure double block and bleed closure test with
the body bleed open shall be permanently marked or tagged "Bleed-Tested."
2) [R] Manufacturer's standard soft-seated valves shall be permanently marked or tagged with the valve
temperature pressure rating at 100°F (38°C) and at minimum and maximum rated temperature. For
valves with a preferred flow direction, this data shall be given for both the preferred and non-
preferred directions.
3) [O] Valves with a preferred flow direction shall have the direction of flow cast or stamped on the
valve body.
4) [O] When check valves are provided with a drilled orifice hole in the plate, the size of the orifice
shall be indicated on the body with a low-stress stamp.

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 GP 03-12-09 General Requirements for Valves October 2008

5) [S] All soft-seated quarter-turn valves of a design that has passed the "fire-tested" requirements of
API STD 607 shall be tagged "fire-tested design."
6) [M] Soft-seated valves with welding ends, socket welding ends, or threaded ends requiring seal welds
shall be provided with a warning tag if removal of all soft seats from the valve prior to welding is
required.

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GP 03-12-09 General Requirements for Valves October 2008

Record of Change
Version 1.0.0 Date: 03/02
Location Action Description
Initial Publish.

Version 1.0.0 Date: 07/03

Global Practice version number and format updated to comply with new
process; however, original publish date remains, and no content was
modified.

Version 2.0.0 Date: 05/04

Section 3, Item Addition Restrict the use of cadmium plated bolts.
2)
Section 4.1 Addition Provided requirements for use of chainwheel operators.
Section 6 Modified Replaced with requirements to meet NACE International Standard
MR0103.
Section 7 Deletion Stubs are no longer welded on PWHT valves and if fabricated by the
manufacturer in this fashion would not meet API STD 602.
Section 8 Renumbered Renumbered sections to be consistent with deletion of Section 7.
Section 8.6 Deletion Removed requirements of closure test because the test is addressed by
API STD 598.

Version 3.0.0 Date: 10/08

Section 1 and Modification Added additional required API and Piping GEMS references.
Section 2
Removed references not used within the document.
Section 3, Addition Added item with reference to GP 03-12-08.
Item (3)
Section 4, Addition Added item with references to ASME and API documents.
Item (1)
Section 4.1, Modification Revised to clarify that only cast iron was prohibited.
Item (3)
Section 7, Addition Added item with reference to GP 18-12-01.
Items (1)
Section 7, Addition Added item with reference to Piping GEMS 3-43-2.2.
Item (7)
Section 8.4, Modification Made editorial change from "soft-sealed" to "soft-seated."
Item (2)

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GP 03-12-09 General Requirements for Valves October 2008

Section 8.4, Modification Revised for clarity by deleting the word "steel."
Item (3)
All Global Modifications To standardize the format of the Global Practices and to meet other
Practices requirements, the following changes have been implemented:
"For ExxonMobil Use Only" has been replaced with "For Company Use
Only."
A copyright waiver has been added in the first page Footer.
The definition of asterisks in the Scope has been deleted. The asterisk is
now defined in the Purpose Code attachment and is used within brackets
as other Purpose Codes.
Multiple paragraphs within a Section have been numbered.
The standard text for Required References has been modified.
The standard text for Additional Requirements has been modified.
The [S] Purpose Code has been modified.
The following Purpose Codes have been added:
[*] for additional information or decision required of Owner's
Engineer.
[A] for approval requirements before beginning work or finalizing
design.

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GP 03-12-09 General Requirements for Valves October 2008

Attachment: Purpose Code Definitions

Code Description
* Assigned to paragraphs that require the Owner's Engineer to provide additional information or
make a decision.
A Assigned to paragraphs that require approval from the Owner's Engineer before the work may
proceed or the design is finalized.
C Assigned to paragraphs whose primary purpose is reduced costs. Reduced cost in this context
refers to initial investment cost and does not include life cycle cost considerations. Life cycle
cost considerations are captured under reliability, maintainability, or operability purpose codes.
E Assigned to paragraphs whose primary purpose is driven by environmental considerations.
Environmental considerations typically include specifications intended to protect against
emissions/leakage to the air, water, and/or soil. Deviations from the specifications contained
in such paragraphs require formal review and approval according to local environmental
policy.
I Assigned to paragraphs that provide only clarifying information, such as Scope statements,
definitions of terms, etc.
M Assigned to paragraphs whose primary purpose is to provide for maintainability of equipment
or systems. Maintainability provisions are those that facilitate the performance of maintenance
on equipment/systems either during downtimes or during onstream operations.
O Assigned to paragraphs whose primary purpose is to assure operability of equipment or
systems. Operability is the ability of the equipment/system to perform satisfactorily even
though conditions are off-design, such as during start-ups, process swings, subcomponent
malfunction, etc.
R Assigned to paragraphs whose primary purpose is to improve or assure the reliability of
equipment or systems. Reliability is a measure of the ability of equipment/systems to operate
without malfunction or failure between planned maintenance interventions.
S Assigned to paragraphs containing specifications/guidance where the primary purpose is the
avoidance of incidents impacting personnel safety, operational safety, and the public in general
and/or involving responses to emergency situations. Any deviation from the specifications
contained in such designated paragraphs requires formal review and approval according to
local safety policy.
Personnel Safety: Refers to incident-related personnel injuries or illness, e.g., burns, cuts,
abrasions, inhalation of or exposure to dangerous substances, etc., that
could result in medical treatment, restricted work, lost-time incidents, or
fatalities.
Operational Refers to the prevention and control of process releases, fires, and/or
Safety: explosions that could result in damage to equipment, process disruption,
or personnel injury or illness.

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