Wem Pu 6089 A

CPM-SU-5244-B
Preservation of New Equipment
Operation Environment: LNG, Onshore, Pipelines, Subsea, Topsides
This document is the confidential property of Chevron U.S.A. Inc. and its affiliates. When made available
to any contractor providing services to Chevron U.S.A. Inc. or its affiliates, the contractor’s use of this
document shall be governed by the confidentiality provisions of the applicable contract or bid package.
Without limiting the foregoing, neither the whole nor any part of this document may be disclosed by the
contractor to any third party, other than an affiliate of the contractor that requires this information for
purposes of the contract with the Chevron entity, without the prior written consent of the Chevron entity
that has disclosed this document to the contractor. When requested by Chevron U.S.A. Inc. or its
disclosing affiliate, the contractor must return all copies of this document to the Chevron entity
requesting such return and delete any electronic copies from the contractor’s systems.
Any and all modifications (changes, amendments, etc.) to this document must follow approved Chevron
Engineering Standards governance processes.
Rev. Date Description Author Technology Leader

— 08/10 Initial release. M. Anderson D. Cooke (sponsor)
A 09/15 General revision. M. Delgadillo B. Akinpelu
B 10/17 General revision. S. Pisarik / V. Hancock B. Akinpelu
October 2017 © 2010–2017 Chevron U.S.A. Inc. All rights reserved. Confidential – Restricted Access 1 of 52
Preservation of New Equipment CPM-SU-5244-B
Summary of Changes
Revised technical content may be marked with change bars in the right margin as directed by Author.
The Author denotes the following technical changes to this revision as detailed below:
Author notations regarding this revision
Merged the requirements of MAC-SU-2454 for machinery preservation into this specification.
Preservation requirements for all equipment are based on API RP 686 Chapter 3. This specification now
includes additions and exceptions to API RP 686 Chapter 3.
Added requirement for project preservation plan to assign responsible parties for the requirements of this
specification.
Modified the language describing the use of plastic preservation films/wraps to remove ambiguity around the
definition of preservation films.
Safety Critical Changes (if applicable) are noted below
n/a
Contents
1.0 Scope............................................................................................................................................... 5
2.0 References ...................................................................................................................................... 6
2.1 Company Documents.......................................................................................................... 6
2.2 Industry Codes and Standards ........................................................................................... 6
2.3 Conflict Resolution .............................................................................................................. 7
3.0 Terminology .................................................................................................................................... 7
3.1 Acronyms ............................................................................................................................ 7
3.2 Definitions ........................................................................................................................... 7
4.0 Preservation Responsibility Overview ......................................................................................... 8
4.1 Preservation Plan ................................................................................................................ 8
4.2 Equipment Vendor Responsibility ....................................................................................... 8
4.3 Contractor Responsibilities ................................................................................................. 9
4.4 Company Responsibilities ................................................................................................... 9
5.0 Preservation Preplanning ........................................................................................................... 10
6.0 Preservation of Equipment Prior to Shipping ........................................................................... 11
6.1 Cleaning Equipment Prior to Preservation ........................................................................ 11
6.2 Preservation Maintenance Requirements Preparation ..................................................... 12
6.3 Initial Preservation............................................................................................................. 13
7.0 Packaging and Crating ................................................................................................................ 16
7.1 General ............................................................................................................................. 16
7.2 Export Packing .................................................................................................................. 18
7.3 Packaging Materials .......................................................................................................... 18
7.4 Packing Methods............................................................................................................... 19
7.5 Boxes ................................................................................................................................ 20
7.6 Package/Crate Marking and Identification ........................................................................ 21
8.0 Jobsite Receiving and Inspection .............................................................................................. 22
9.0 Storage and Jobsite Protection .................................................................................................. 23
9.1 General Requirements ...................................................................................................... 23
9.2 Random Inspection During Storage .................................................................................. 25
9.3 Gas, Electrical, and Special Services Required ............................................................... 25
9.4 Additional Requirements for Corrosion Resistant Alloy Material ...................................... 26
9.5 Additional Requirements for Installed Machinery Equipment ........................................... 26
10.0 Documentation ............................................................................................................................. 27
10.1 Preservation Record ......................................................................................................... 27
10.2 Preservation Record Sheets ............................................................................................. 27
10.3 Preservation Labels .......................................................................................................... 28
10.4 Electronic Recording ......................................................................................................... 28
11.0 Minimum Preservation Maintenance Requirements ................................................................ 28

11.1 Minimum PMR: Piping....................................................................................................... 29
11.2 Minimum PMR: Instrumentation ........................................................................................ 33
11.3 Minimum PMR: Electrical .................................................................................................. 35
11.4 Minimum PMR: Mechanical .............................................................................................. 43
11.5 Minimum PMR: Pressure Vessels .................................................................................... 43
11.6 Minimum PMR: Heat Exchangers ..................................................................................... 45
11.7 Minimum PMR: Special Equipment .................................................................................. 47
Appendix A Preservatives and Uses .................................................................................................. 49
1.0 Scope
1. This specification defines the minimum acceptable preservation requirements for new
equipment during both of the following:
a. Initial preservation, including packaging for shipping, by equipment Vendor.
b. Storage preservation and inspection by the Contractor during facility construction and
installation.
2. This specification applies to both domestic and international shipping as well as onshore
and offshore (topside) storage environments.
3. This specification is intended to provide minimum acceptable requirements for preservation
of new equipment during transportation and storage for the required time frame necessary
as defined by the Company.
4. Company preservation requirements defined in this specification shall be applied during
jobsite storage and through installation until plant commissioning.
5. Preservation requirements for all new equipment (not limited to machinery) are based
on and supplemental to those of API Recommended Practice 686 (PIP REIE 686),
“Recommended Practice for Machinery Installation and Installation Design,” Second
Edition, December 2009, hereinafter referred to as API 686.
a. This document only addresses Chapter 3 “Jobsite Receiving and Protection” of
API 686.
b. The requirements of API 686, Chapter 3, in addition to the supplemental requirements
of this specification, shall not be limited to machinery equipment and instead shall
apply to all new equipment.
c. API 686 and this specification shall be used in conjunction with equipment Vendor’s
requirements.
6. Alterations to API 686 are indicated in this specification by the following:
Additional Requirements and Changes to

API RP 686 (PIP REIE 686), Chapter 3, December 2009
a. Paragraph numbers under this header bar correspond to those in API RP 686.
b. A replacement to an API paragraph noted as [Replace with] deletes and replaces the
entire API paragraph.
c. An addition to an API paragraph noted as [Add] expands the requirements or selects
options. [Add] is also used to add a new paragraph to a section.
d. A deletion noted as [Delete] eliminates the entire paragraph.
e. Requirements of API RP 686 that are not revised remain applicable.
2.0 References
1. The following documents are referenced herein and are considered an integral part of this
specification.
2. Unless otherwise specified in Section 2.1 or Section 2.2, use the latest edition of the
referenced documents.
2.1 Company Documents

EXH-SU-1826 Air-Cooled Heat Exchangers – Exception to API 661
EXH-SU-2583 Shell-and-Tube Heat Exchangers – Exception to API 660
EXH-SU-4870 Plate-and-Frame Heat Exchangers – Exception to API 662, Part 1
EXH-SU-5162 Core-in-Shell Heat Exchangers
EXH-SU-6081 Cold Boxes for General Cryogenic Service
PVM-SU-5004 Hydroprocessing Reactors and High Pressure Vessels Manufactured
from 2 1/4Cr-1Mo and 2 1/4Cr-1Mo-1/4V Low-Alloy Steels
2.2 Industry Codes and Standards

American Petroleum Institute (API)
Spec 5L Specification for Line Pipe
RP 686 Recommended Practice for Machinery Installation and Installation
Design, Chapter 3, Jobsite Receiving and Protection
American Society for Testing and Materials (ASTM)

D1478 Standard Test Method for Low-Temperature Torque of Ball Bearing
Grease
Norsk Sokkels Konkuranseposisjon (NORSOK)

Z-006 Preservation
U.S. Navy‒Naval Sea Systems Command (Ship Systems)

MIL-C-16173D Corrosion Preventive Compound, Solvent Cutback, Cold-Application
(MIL-PRF-16173E W/INT AMD 1)
MIL-G-10924 Grease, Automotive and Artillery
(MIL-PRF-10924H)
MIL-G-81322 Grease, Aircraft, General Purpose, Wide Temperature Range, NATO
Code G-395
(MIL-PRF-81322G)
MIL-PRF-16173E Corrosion Preventive Compound, Solvent Cutback, Cold-Application
2.3 Conflict Resolution

Conflicts between this specification and Vendor or Contractor recommendations shall be
submitted in writing to the Company for resolution.
3.0 Terminology
3.1 Acronyms
DGS Dry Gas Seal
FAT Factory Acceptance Test
FEED Front-End Engineering and Design
IFB Insulating Fire Brick
IP Ingress Protection
MCC Motor Control Center
MCT Multi-Cable Transit
MSDS Material Safety Data Sheet
OD Outside Diameter
OEM Original Equipment Manufacturer
P&ID Piping and Instrumentation Diagram
PMR Preservation Maintenance Requirement
QA/QC Quality Assurance/Quality Control
SS Stainless Steel
UV Ultraviolet
VpCI Vapor Phase Corrosion Inhibitor
3.2 Definitions
Preservation Labels Labels attached to the preserved piece of equipment
and containing information on type of preservative,
last maintenance, equipment material, hazards, etc.
See NORSOK Z-006 for more information.
Preservation Maintenance The upkeep and verification of preservation for

given equipment (e.g., replacing desiccant bags on a
set interval).
Preservation Maintenance Requirements Requirements for the preservation of specific types

of equipment, including preservatives, storage, and
inspection requirements.
Preservation Record Log of preservation record sheets for a given piece

of equipment.
Preservation Record Sheets Electronic or physical sheets used in the above

record (may also be referred to as maintenance
cards).
Preservation System Database where preservation records are kept.
Re-preservation The process of re-applying preservative as required

for equipment in long-term storage.
4.0 Preservation Responsibility Overview

Note: The responsibilities listed in this section provide an overview of the requirements for
equipment Vendor, Contractor, and Company regarding preservation activities. This
overview of general responsibilities is not comprehensive and does not relieve a
responsible party from fulfilling the requirements of the remaining sections of this
specification regarding specific preservation, packing, inspection, and storage
activities.
4.1 Preservation Plan

1. A project preservation plan shall be developed by the Contractor based on the requirements
of the Company’s preservation program management guide and this specification
(refer to Section 5.0).
2. The requirements of this specification shall be implemented by the Contractor in
conjunction with the Company’s project preservation plan.
4.2 Equipment Vendor Responsibility

1. Equipment Vendor shall develop preservation maintenance requirements (PMR) for the
specific type of equipment supplied.
2. Equipment Vendor shall be responsible for the following:
a. Identifying and describing preservation requirements for both the initial preservation
and any additional preservation that shall be required including inspection and re-
preservation requirements for long term storage, if applicable.
b. Performing the initial preservation to include cleaning and packaging equipment for
shipment.
c. Performing or coordinating preservation maintenance during transportation and storage
of equipment prior to Contractor receipt, in accordance with the reviewed and accepted
PMR.
d. Filling out preservation labels and affixing to the equipment in accordance with this
specification.
e. Documenting preservation activities in accordance with this specification.
4.3 Contractor Responsibilities

The Contractor, or the Contractor’s designated preservation Sub-Contractor, shall be
responsible for the following items. The assignment of these responsibilities to various
Sub-Contractors shall be documented in the preservation plan.
1. Prior to shipping, Contractor shall review and accept proposed PMR from Sub-Contractors
or Vendors.
2. After shipping, Contractor shall be responsible for the following:
a. Receiving inspection, as detailed in Section 8.0.
b. Ensuring that preservation is adequate for length of storage.
c. Storage.
d. Inspections during storage as outlined in PMR.
e. Complying with PMR requirements including re-preservation, if applicable.
f. Removal of preservatives and temporary preservation monitoring equipment prior to
plant startup.
3. Contractor shall be solely responsible for the care and cleanliness of the equipment upon
signoff of adequate receiving inspection until final plant acceptance by Company.
4. Contractor shall be responsible for reconciling any non-conformities to this specification or
to equipment PMRs identified by Company during inspection.
5. Contractor shall be responsible for the following documentation:
a. Preparation of preservation record where applicable.
b. Maintaining preservation records from equipment Vendor.
c. Recording preservation activities on preservation records.
d. Updating the Contractor’s computer-based preservation system or interfacing with
Company to update Company’s computer-based preservation system.
e. Filing and maintaining of material safety data sheets (MSDSs) in the preservation
record for all preservation products used.
4.4 Company Responsibilities

1. At Company’s option, Company may review proposed PMR from Vendor and/or
Contractor.
2. Company shall review exceptions to the requirements of this specification submitted by
equipment Vendor and/or Contractor.
3. Company or Company-designated representative shall perform witness inspection of
activities through-out equipment life as specified in Table 1.
Table 1: Company Inspection Points

Activity Inspection
Equipment draining/cleaning at Vendor Witness
Equipment preservation at Vendor prior to shipping Witness
Jobsite receiving inspection Witness
Jobsite storage inspection Monitor
Installed equipment inspection Monitor
4. At Company’s option, Company may conduct random inspection of the preservation

status/condition of equipment at any time prior to the commissioning.
5.0 Preservation Preplanning

For all equipment types, all requirements of API 686, Chapter 3, Section 2.1 shall apply except
as follows:

2.1 Preplanning
[Add]
Contractor shall work with the Company project team to develop comprehensive preservation
plans for each system prior to shipment of equipment.
2.1.1 [Add]
a) During the front-end engineering and design (FEED) phase, the Contractor shall develop a
plan indicating expected shipping dates of equipment and components for the project.
Contractor shall then develop the requirements for shipping protection and ensure that all
requirements are met.
b) The preservation plan shall specify the resource requirements necessary over time to
execute the preservation scope at all locations of the equipment (Vendor shop, receiving
yard, installation site).
c) The preservation plan shall account for expected Customs inspection and quarantining,
when required. Such inspections may compromise preservation (e.g., wraps, covers).
Preservation and quarantine managers shall jointly develop plans and procedures to ensure
preservation personnel are alerted and available to rectify damaged preservation caused by
Customs or quarantine inspections.
d) The shipping protection plan shall consider the safety of the equipment before, during, and
after transportation; the assumed storage location; and shall ensure safe access to the
storage site at any time for periodic checks or preventive maintenance. The plan shall also
consider extreme environmental conditions to which the equipment may be exposed, such
as tropical marine environment, hurricanes, and dry, dusty winds. The plan shall be
developed in conjunction with Company representatives and discipline specialists,
designated Sub-Contractors, and equipment Vendors.
e) The preservation plan shall also be extended to the fabrication yards where the equipment
may be stored for extended periods prior to shipment to site. Specific preservation method
may be required to be developed considering the environmental conditions of the
fabrication yards.
f) An installed equipment preservation plan shall be developed during the detailed design
phase to protect the equipment following installation. This plan shall ensure that when the
process and/or auxiliary piping are made up to the package, open piping does not expose
the equipment to contamination. The facility piping and instrumentation diagrams (P&IDs)
shall be marked up to identify required isolation points, preservation skillets, nitrogen
injection points, and nitrogen monitoring ports for preservation efforts. Color coding of the
P&ID shall distinguish piping/equipment that is either nitrogen purged or oil filled. When
equipment is oil filled, the location of ‘candy cane’ vents to atmosphere to prevent
overpressure shall be depicted on the P&IDs.
g) The preservation plan shall also address general requirements for removal of preservation
during commissioning and start-up. This shall include any cleaning agents, tolls, and
procedures that are required to restore equipment to condition ready for start-up.
--- End Additional Requirements ---
6.0 Preservation of Equipment Prior to Shipping

1. Preservation shall include a thorough cleaning of equipment as defined in Section 6.1 and
the application of preservatives as defined in Section 6.3.
2. Exceptions to the requirements of this specification shall be submitted in writing to
Company for review and acceptance.
6.1 Cleaning Equipment Prior to Preservation

1. Immediately upon completion of equipment Vendor quality assurance/quality control
(QA/QC) tests and inspections prior to preservation (e.g., factory acceptance tests [FATs]),
equipment including machinery casings, vessels, and piping shall be thoroughly drained,
dried, and cleaned of scale, dirt, and other foreign material as follows:
a. Liquids used for cleaning or hydrostatic testing shall contain a non-fouling, rust-
preventing fluid.
b. Equipment cavities, cooling passages, mechanical seals, and positive displacement
pump plunger cavities shall be drained of water.
c. Visible surfaces shall be dried with forced air until no visible moisture remains.
d. Any internal passage or non-visible surface shall be dried with forced air until outlet air
reaches a dew point of –3ºF (–20ºC), unless otherwise specified in Section 11.0.
2. Equipment Vendor shall ensure that protective coatings used during fabrication, such as
masking tape, masking paper, etc., are removed from equipment, including areas such as
instrumentation, packing gland nuts, followers, and seal plates and nuts on mechanical
seals.
3. In addition to general good housekeeping practices, the requirements for specific surfaces
listed in the Section 6.1.1 through Section 6.1.5 shall apply.
6.1.1 Decorated or Finished Surfaces

1. Dust, dirt, stains, hand marks, paint spots, and like defects shall be completely removed
from the surfaces.
2. Metal surfaces shall be cleaned and polished, using only non-corrosive and non-abrasive
materials.
3. Natural finished woodwork shall be cleaned and polished.
6.1.2 Fixtures
1. Plumbing fixtures and like items shall be cleaned and polished.
2. Lighting fixtures shall be free of dust, dirt, stains, or waste material.
6.1.3 Glass
Glass shall be washed and polished on both sides and left free of dirt, marks, labels, stains,
or spots.
6.1.4 Floors
1. Vendor shall remove spots, soil, and paint and shall wash, mop dry, and ensure that floors
are free of streaks or stains.
2. Resilient flooring shall be freshly waxed and buffed unless no-wax flooring is used.
6.1.5 Hardware
Hardware shall be cleaned and polished for all trades and shall include the removal of stains,
dust, dirt, paint, etc.
6.2 Preservation Maintenance Requirements Preparation

1. PMRs shall include cleaning, preservation, storage, and inspection interval requirements for
the specified time frame of preservation as defined by the Company for each type of
equipment covered. PMRs shall nominally include the following:
a. Company and Contractor inspection or hold points for all PMR steps.
b. Cleanliness requirements prior to preservation.
c. Types of preservatives used.
d. If applicable, PMR requirements for long term storage intervals as specified by
Contractor or Company.
e. Identification of and provisions for preservation requirements, including frequency
and/or timing, during both shipping and storage, such as shaft rotation, corrosion
protection, gas purging, etc.
f. Re-preservation requirements, including frequency and procedure, where applicable.
g. Method for removal of the preservation used on the equipment.
2. Equipment Vendor PMRs shall, at a minimum, comply with the requirements of the
applicable PMR in Section 11.0 for the type of equipment being preserved and stored.
Note: For equipment types not specifically listed in Section 11.0, use Section 11.0 for
general guidance by referencing the most similar equipment type and by consulting
with the Company.
3. In shipments containing more than one item, such as skid packages, the main piece of
equipment shall have a primary PMR and each piece of ancillary equipment to be installed
on, or associated with, the main equipment item shall have a secondary PMR.
4. Prior to use, equipment Vendor PMR shall be submitted to Contractor and Company for
review and acceptance.
6.3 Initial Preservation

1. Initial preservation methods shall be developed considering the following:
a. Shipment mode.
b. Storage conditions, including time in storage.
c. Required preservation period including long term periods, if applicable.
2. As a minimum, initial preservation shall comply with the developed PMR for the type of
equipment being preserved. Refer to Section 11.0 for PMRs.
a. Initial preservation of equipment shall be referenced to its primary PMR as well as to
other applicable PMRs.
b. This may apply to ancillary equipment installed on, or associated with, the main
equipment item (e.g., electric motors, batteries, and chargers).
Note: Refer to Appendix A for a list of preservatives. Appendix A includes preservatives

that have been industry accepted at the time of publication of this specification;
however, a Company-accepted equivalent may be used when appropriate.
Appendix A is not a complete list of preservatives. Local jurisdiction or specialty
equipment may require the use of corrosion inhibitors that are not listed in these
tables. For rotating machinery packages, Appendix A includes the equivalents of
those referenced by API RP 686, Section 2.4 and Annex A.
3. Equipment shall be cleaned and dried as defined in Section 6.1 before applying
preservative materials.
4. Mineral spirits such as Varsol™ (or similar) shall be used for cleaning machined, uncoated
internal and external metal surfaces prior to applying required rust preventatives.
5. Measures shall be taken to protect against breakage, dampness, pilfering, and tampering
during transportation, handling, and storage.
6. Equipment shall be adequately prepared to provide protection against entry of dirt or water
during shipping and/or storage.
7. Equipment having stainless steel (SS) components shall be protected against contact with
chlorides.
8. Vendor shall ensure that preservative and storage lubricants are suitable for the specific
application and meet the following requirements:
a. Grease- or oil-based products shall not be in contact with components to be installed in
oxygen or chlorine service.
b. Preservatives shall not contaminate interiors of fluorochlorohydrocarbon refrigeration
compressors.
c. Hydrocarbon flush oil shall not contaminate synthetic oil passages.
Note: Preservatives and storage lubricants can adversely affect the safety and operating
life of equipment if they react with the process fluid or operating lubricant.
9. Threaded openings and connections shall be protected by long shank plugs or galvanized
caps of metallurgy equal to the component being capped or plugged.
a. Threads shall be coated with Teflon® pipe thread compound.
b. Plastic plugs shall be acceptable only for non-hydraulic/pneumatic systems.
c. Tapped openings that are plugged under normal service conditions shall be plugged per
the appropriate piping PMR.
10. The use of desiccant shall be subject to the following conditions:
a. For rotating machinery preservation, the preference shall be to not use desiccants to
remove moisture in equipment. If a desiccant is required as a condition to ensure
protection, the following shall apply:
1) Equipment Vendor shall provide a waterproof warning tag affixed to the machinery
indicating the use of desiccant and the start-of-use date for the desiccant.
2) Desiccant pods or bags shall be attached to a removal line that is secured to the
backs of flange covers or shall be installed in desiccant cages/holders placed on the
back of the flange.
3) A humidity indicator shall be installed with proper display from the outside.
4) Contractor shall be responsible for periodic inspection, renewal, and removal of
desiccant at the proper time.
b. For all other equipment, desiccant-bag type protection may be provided when specified
by the static equipment PMR.
c. In all cases, desiccant shall not be in direct contact with metallic surfaces.
11. Equipment shall be tagged with the date of preservation and indicate the preservation
expiration date.
12. Unless otherwise specified by equipment PMR, the following shall apply:
a. Oil-lubricated bearing housings, wet seal housings, stuffing boxes, hydraulic
equipment, and gear cases of small and medium-sized equipment (less than 500 HP)
shall be protected by oil filling to overflowing with Type 4 or 3 rust preventative.
1) Shaft shall be rotated to cover all parts, then the rest preventative shall be drained
from the housing.
2) Solvent shall be allowed to evaporate.
3) All connections shall be plugged with minimum 4.5-inch (11.4-cm) long bar stock
plugs of equal metallurgy, and all openings shall be closed with plastic or similar
fitted covers, including shaft openings at housings.
b. Dry gas seals (DGS) shall be removed from the compressor prior to shipment of
compressors. DGSs shall be either stored in a nitrogen purged transportation box
(longer term storage) or wrapped in preservation wrapper with exposed metal surfaces
coated with corrosion inhibitor.
c. External machined surfaces including, but not limited to, equipment shafts, couplings,
exposed machined surfaces for equipment mounting, etc., shall be protected with a
pliable, film-forming rust preventative. Preservative shall be a Company-accepted
Type 4.
d. External surfaces shall be protected with a petroleum-grease rust preventative where a
lubricating feature is desired (e.g., valve stems, shaft extensions, etc.).
e. Internal machined surfaces such as bearing surfaces, cylinder walls, shafts, etc., shall be
coated with a Type 2, 3, or 4 lubricating oil based rust preventative. (For details on
preservative types, see Appendix A.)
f. Bare carbon steel internal surfaces of exchangers, pressure vessels, tanks, etc., shall
have their interiors protected by a Company-accepted Type 5 vapor-phase inhibitor.
Application of inhibitor shall be witnessed by Company representative.
Note: Always follow vapor phase corrosion inhibitor (VpCI) manufacturer

recommendations for application. VpCI should be applied with an atomizing
nozzle and not sprayed or painted onto the surface. Over application of VpCI
via improper nuzzling and too many coats can result in a ‘gummy’ film that
collects debris and cannot be removed or dissolved.
g. Grease-lubricated bearings shall meet manufacturer specifications.
h. Mechanical protection of burnished probe track areas shall be provided in the form of
electrical tape or similar protection.
1) The tape shall not be removed by cutting or other mechanical means and shall be
clearly marked with the words “DO NOT CUT.”
2) Any protective coating of the burnished areas shall be removed by solvent only to
prevent damage to the probe track area.
i. Rotating shafts shall not be rotated after initial preservation. When shaft rotation is not
allowed, a waterproof tag shall be affixed to the shaft (i.e., coupling end) stating “This
equipment has been treated with preservative. DO NOT ROTATE.”
13. A quality inspection of the physical condition of the equipment and applied preservation
shall be completed by the Company and Contractor prior to shipment of the equipment
from the Vendor facility to ensure the preservation requirements are adhered to and
followed by the Vendor.
7.0 Packaging and Crating

7.1 General
1. Items shall be packaged to protect against the environmental conditions specified in the
requisition technical requirements and, when applicable, any MSDS.
2. Equipment shall be packaged and weather protected for transit and outdoor storage in a
high-humidity, saline environment for the duration specified by the Contractor.
3. Instruments and items that can be damaged by exposure to a high-humidity environment, as
designated by the equipment PMR, shall be individually packaged so that no component
surface is unprotected.
a. Each piece of equipment or part of an item shall be vacuum sealed in plastic film prior
to being crated.
b. Desiccant bags shall be placed inside the vacuum-sealed plastic covering.
c. Sufficient buffering material shall be wrapped around fragile items, including
instruments, to protect against shock damage.
4. Desiccant-type protection shall be used in instrument and electrical control panels.
5. Small parts that are easily damaged or lost shall be removed from major equipment
components, tagged to facilitate reassembly, and adequately protected from damage during
shipping and storage.
6. Instruments shipped installed on skid packages or on equipment shall be wrapped with
desiccant inside to protect against moisture and corrosion.
7. Vendor shall tag each item removed for shipment with a securely attached 316 SS tag and
wire.
a. Vendor shall mark up a set of drawings as a reassembly guide referencing the tag
numbers.
b. Marked-up drawings shall be packed in a waterproof envelope inside the crate prior to
shipment.
8. Packing and crating shall include new gaskets and bolting required for reassembly of
removed components at the installation site.
9. Ten percent extra bolting shall be provided for any bolted connections that are dismantled
for shipping.
10. Connections for purposes such as instrumentation, cooling fluids, insulating oil, and
lubricating oil shall be identified with securely attached 316 SS metal tags and crimped,
braided wire.
a. Any tag wire used shall be braided 316 SS.
b. Tags shall identify the purpose of the connection and the instrument or line of the
connecting piping.
11. Exposed bolted connections and flanges that are part of larger assemblies shall be protected
by marine-grade plywood cover plates secured by proper nuts and bolts.
a. A full-faced rubber gasket shall be placed between the coated flange faces and the
wooden cover plate.
b. Plastic flange covers shall not be acceptable.
Note: For individually supplied flanges or valves with flanged ends, see the flange
protection requirements in Section 11.1
12. Uncoated flange surfaces shall have a Type 2 preservative applied prior to installation of
protective covers.
13. Removal of surface rust from uncoated flange surfaces shall be cleaned by hand
(no power brushes or grinders).
14. Unassembled components of skid-mounted packages shall have couplings and
instrumentation terminals adequately protected to prevent damage and to exclude dirt and
moisture during shipping and storage.
15. Terminals and assembly screws shall be tightened.
16. Large or heavy items shall be securely bolted or affixed to appropriately sized skids for
shipment.
17. Temporary supports shall be provided for parts or components that may become damaged
during shipping.
a. High-standing pieces of equipment shall be guyed or braced as required.
b. Temporary supports shall be painted a bright, fluorescent color with the word
“Temporary” clearly visible.
18. Where temporary supports and packaging are internal to the equipment or package, a
warning tag shall be placed in a prominent location external to the equipment.
19. Items to be shipped by sea shall be completely enclosed in waterproof wooden crates.
20. Openings that include multi-cable transits (MCTs), louvers for ventilation systems, etc.,
shall meet the following requirements:
a. Be fixed in the closed position.
b. Be covered with a firmly attached marine-duty cover.
c. Have edges sealed with heavy-duty tape.
21. Doors and windows shall be fixed in the closed position and locked.
a. Edges shall be sealed with heavy-duty tape.
b. Exterior face of doors and windows shall be protected with a firmly attached marine
duty cover and edges sealed with heavy-duty tape.
22. Covers shall be designed for easy removal.
23. Walkways and handrails that are shipped loose to be assembled or installed at site shall be
secured to avoid damage during shipment.
24. Loose items, including items easily damaged, shall be packaged and secured to the
equipment skid with temporary bracing to ensure stability during transportation and
handling on the platform.
a. Bracing shall be designed for easy removal with no damage to any portion of the
platform.
b. Vendor shall submit the ‘loose item’ securing plan to Contractor for acceptance at least
30 days prior to scheduled loadout.
25. Fiberglass material shall be protected from ultraviolet (UV) degradation.
26. Carbon and low alloy steel tie-downs shall be sandblasted, primed, and painted.
27. Panels, doors, cabinets, and other items with locks shall be secured and locked prior to
shipment. Five sets of keys to lockable items shall be presented to Contractor at shipment
or as determined by Contractor.
28. Telltale holes and weld skips in reinforcing pads shall be plugged with grease.
29. Blind flanges shall be installed on drain and sample points.
7.2 Export Packing

1. When specified, equipment shall be prepared for export shipment.
2. Packaging standards shall serve as general minimum requirements for export commercial
packaging.
3. Compliance to minimum standards shall not relieve packers of responsibility for adequately
packing materials, supplies, and equipment.
7.3 Packaging Materials

1. Lumber shall be sound and well-seasoned. Knots shall be permitted provided they are
sound, tight, and do not exceed one-third of the board width.
2. Nails shall be galvanized.
3. Metal strapping shall be in the unannealed condition, and shall be applied to packages with
a stretching tool and secured with crimped steel seals.
4. Cloth or other suitable material shall be placed between metal strapping and painted
surfaces.
5. Only steel, nonreturnable export drums shall be used.
6. If sacks are used in packaging, the packer shall be guided by the recommendations of the
package manufacturer.
Note: In general, a 6-ply waterproof sack with one external Osnaburg cloth sack is
acceptable.
7. Boxes constructed with lumber that are not being used for sea transport shall be lined with
water-repellent paper.
a. Prior to installation of the paper liner, 1-inch (25-mm) diameter ventilation holes shall
be drilled upward at 45 degrees and at 2-foot (0.6-m) intervals around the sides and
ends of the box.
b. Drainage holes shall be provided in the base of skidded items.
c. Boxes shall contain desiccant bags.
7.4 Packing Methods

1. When consolidating material in a box or crate, items shall be packed or nested to reduce
volume as much as possible.
a. Items shall be braced or cushioned as necessary within the container to prevent damage
from shock, vibration, and rough handling.
b. Shipping containers shall be tightly packed.
c. Voids shall be filled with cushioning material or blocked off to prevent movement of
contents.
d. Finished and painted surfaces shall be protected from abrasion and damage.
2. Each container shall be packed to ensure an even distribution of weight within the case.
3. Heavy items shall be securely blocked and braced to prevent damage to lighter material
packaged in the same box.
4. Where possible, heavy items shall be packed on the bottom with lighter items on top.
5. Palletizing techniques, including strapping, shall be employed to facilitate handling large
items that can be conveniently secured to a pallet.
Note: This technique is applicable only to items that are impervious to moisture and not
susceptible to external damage.
6. Bundling techniques shall be employed for those items that do not lend themselves to other
forms of packaging.
a. Such items shall be segregated by length and size, and bundled into units.
b. Weight of a bundled unit shall not exceed 2240 lbs (1.016 metric tons or
1016.05 kilograms) unless reviewed and accepted by Contractor.
c. Bundle shall be bound with steel strapping spaced no more than 36 inches (91 cm)
apart.
a. Strapping shall be applied with a stretching tool and secured with crimped steel
seals.
b. Item finish/coating shall be protected from damage by the strapping.
d. Loose items shall be crated and securely mounted within the confines of the associated
skid to minimize shipping charges.
e. To prevent or eliminate damage to skid components by a moving/shifting crate, crated
items shall be securely mounted so that no movement is possible.
7.5 Boxes
1. Construction and reinforcement of a wooden box shall depend upon the size of the box and
the weight of its contents.
a. Boxes shall be strapped with a minimum of two steel bands running parallel to the
skids.
b. Band sizes shown in Table 2 shall be used for the noted conditions/weights.
Table 2: Steel Band Sizes for Various Box Weights

Box Weights Steel Band Size
< 1000 lbs (< 450 kg) 3/4-inch (21-mm) banding
≥ 1000 lbs but < 4000 lbs (≥ 450 kg but < 1800 kg) 1 1/4-inch (32-mm) banding
≥ 4000 lbs (≥ 1800 kg) 2-inch (50-mm) banding
2. Section 7.5.1 through Section 7.5.4 shall be referenced as minimum requirements for
various weights.
7.5.1 Up to 300-Pound (136-Kg) Capacity

1. Box shall be constructed using 1-inch (19-mm) lumber or 3/8-inch (7-mm) marine-grade
plywood panels for sheathing.
2. Frames shall be made with 1-inch × 4-inch (19-mm × 89-mm) lumber and shall have
completely cleated ends.
3. Boxes greater than 50-pound capacity shall be skidded using 2-inch × 4-inch
(38-mm × 89-mm) lumber for the skids.
7.5.2 From 300- to 1000-Pound (136- to 450-Kg) Capacity

plywood panels for sheathing with 2-inch (38-mm) nominal decking.
2. Frames shall be made with 2-inch × 4-inch (38-mm × 89-mm) or 2-inch × 6-inch
(38-mm × 140-mm) lumber and shall have completely cleated ends.
3. Seams shall be backed with an upright or brace.
4. Skids shall be made with 2-inch × 4-inch (38-mm × 89-mm) lumber.
7.5.3 From 1000- to 10,000-Pound (450- to 4535-Kg) Capacity

plywood for sheathing.
2. Frames shall be made with 2-inch × 4-inch (38-mm × 89-mm) or 2-inch × 6-inch
(38-mm × 140-mm) lumber and shall be structurally braced with corner posts, side braces,
and stiffening members.
3. Load-bearing members shall be placed as needed.
4. Top and upper edge members shall be reinforced with 4-inch × 4-inch × 6-inch
(89-mm × 89-mm × 140-mm) lumber to prevent crushing when the box is handled with
hooks or lifting slings.
5. Floor of the box shall be made with 2-inch (38-mm) lumber and the skid base shall be made
with 4-inch × 4-inch (89-mm × 89-mm) lumber.
7.5.4 Open Crates

1. An open crate shall be constructed using the same size lumber for framing and skidding as
the comparable capacity box.
2. Open crates shall be diagonally braced on faces.
7.6 Package/Crate Marking and Identification

1. Clearly visible and weatherproof instructions, written in English, for lifting, loadout, and
handling shall be securely attached to, or painted on, the exterior of packages/crates.
2. Packages that are large or heavy enough to require mechanical lifting shall be clearly
marked identifying the following:
a. Upright position.
b. Lifting points.
c. Weights.
d. Center of gravity.
e. Dimensions.
3. Material (including spare parts) shipped separately from its main unit, shall be tagged or
marked with the equipment tag number and serial number of the main unit.
4. Each package or item prepared for shipment and storage as a separate piece shall also be
identified with the equipment tag number, serial numbers, and tag numbers of the items in
the package.
5. Electrical connections for supply to space heaters inside packages shall be identified and
labeled with voltage, frequency, and wattage requirements.
6. Electrical connections for space heaters shall be brought outside the package for electrical
power during shipping and storage of equipment, as necessary. Temporary arrangements
made for this purpose shall be rated for ingress protection 56 (IP 56) or better.
7. Packages containing easily damaged items shall be clearly marked on package exterior
“FRAGILE − HANDLE WITH CARE.”
8. Packages and crates shall be identified using waterproof ink on two adjacent sides. The
following information shall be included on each side:
a. Project/platform name.
b. Final destination.
c. Contact name (phone number).
d. Purchase order number.
e. Item number/tag number.

f. Serial number.
g. Package number.
h. Dimensions.
i. Gross weight.
j. Net weight.
9. Shipping lists shall be sealed in waterproof plastic and attached to the exterior and interior
of packages and crates.
a. Shipping list shall show the purchase order number and tag number for each item inside
the package.
b. A third copy of the shipping list shall be sent under separate cover to Contractor.
10. Vendor equipment preservation plan and installation instructions shall be sealed in plastic
and attached to the exterior and interior of packages and crates.
11. Startup spare parts and special tools shall be packaged separately and marked as such.
8.0 Jobsite Receiving and Inspection

For all equipment types, all requirements of API 686, Chapter 3, Section 2.2 shall apply except
as follows:

2.2 Jobsite Receiving and Inspection

[Replace with]
Upon delivery to final destination or intermediate destination, the condition of preserved
equipment shall be inspected by Contractor and the following shall be verified:
[Add]
a) Humidity detector status shall be noted.
[Replace with]
b) Verify that shipping protection has been applied in accordance with the requirements of this
specification and PMR and is still in effect.
[Replace with]
h) Inspect carbon steel or other ferrous flange faces for damage and re-coat with Type 2
preservative if necessary. Reinstall protective covers. Where car seals on inspection covers
or flanges have been specified, inspect the car seals for integrity.
[Replace with]
l) Tapped openings in the stuffing boxes and gland plates shall be closed and sealed with pipe
plugs. Plug material shall be of the same seal gland plate metallurgy.
[Add]
p) Immediately inform the equipment Vendor and Company if there is evidence that the
preservation box/seal was opened while clearing Customs.
Note: The equipment warranty may be voided if the preservative system is not properly
maintained and documented at the jobsite.
q) Inspect the bearing probe track areas and report if any corrosion or damage is found.
r) Discrepancies in the preservation of equipment shall be rectified according to the PMR.
9.0 Storage and Jobsite Protection

Note: The requirements of this section pertain to all storage facilities, fabrication yards, and
installed jobsite locations.
9.1 General Requirements

1. Necessary periodical inspection shall be carried out and recorded as per the PMR.
2. For equipment packages that are internally preserved and hermetically sealed with fitted
humidity detectors, the equipment Vendor’s PMR requirements shall be followed for
frequency of humidity detector probe replacement.
3. Sensitive equipment, including critical DGS, electrical equipment, instrumentation, and
telecommunications equipment (e.g., computer systems, control panels, and analyzers),
shall be stored in an environmentally-controlled building to protect against moisture and
condensation.
4. Unless required by the equipment Vendor for warranty purposes, rotating machinery shafts
shall not be rotated after the initial preservation. If rotation is required, the preservative
shall be reapplied following rotation.
5. Vapor seals shall be protected until the equipment is serviced for start-up. Damage to the
seals prior to start-up shall be repaired immediately.
6. Stacking and spacing of equipment and material shall be done in a manner to avoid damage
and promote ease of periodical inspection.
7. Good housekeeping shall be practiced to maintain equipment preservation.
8. For all equipment types, all requirements of API RP 686, Chapter 3, Section 2.3 shall apply
except as follows:

2.3 General Instructions – Jobsite Protection
2.3.1 [Add]
Contractor shall ensure that all equipment Vendor’s requirements for equipment protection are
included in the jobsite protection plan to maintain the equipment warranty. If equipment
Vendor has failed to take the necessary precautions as required in Section 6.0, Contractor shall
determine the condition of equipment. If undamaged, Contractor shall complete the protection
requirements. Company shall be notified of damaged equipment and Contractor shall obtain
Company’s acceptance before proceeding with the repair. Damaged equipment shall be
promptly repaired to an ‘as-new’ condition and then protected in accordance with the
requirements of API 686 and this specification.
2.3.3 [Add]
a) Unless otherwise specified, equipment shall be preserved for outdoor storage. In addition to
the PMR preservation requirements, plastic wraps may be used to cover equipment in
outdoor storage. Plastic tarps or wraps shall not be used in lieu of preservation
requirements; however, they can be used in conjunction with the minimum preservation
requirements to improve the overall preservation.
b) If plastic is used to cover equipment, a specialty corrosion protection film shall be used.
Selection of specialty corrosion protection film shall be reviewed and accepted by
Company prior to use.
Note: Specialty corrosion protection films (i.e. Cortec VpCI®-126 HPUV, Cortec Milcorr®,
Zerust ICT®510-OPS, and Intercept Shrink Film™) have shown superior performance
compared to standard plastic wrapping when minor damage to the film has occurred.
2.3.10 [Add]
a) Corrosion protection of exterior machined surfaces during the storage period shall be
verified and/or accomplished by Contractor per the equipment Vendor PMR. At a
minimum, a protective coating of a film-forming rust preventative shall be applied. Interior
surfaces shall be similarly protected. The coating may be applied by rotating the parts to be
protected in their own reservoir filled with the rust preventive, or by dipping, swabbing,
brushing, flushing, or spraying.
b) The Contractor shall be responsible for maintaining a list of all preservative materials used
and the specific equipment or components on which they are used. MSDSs shall be
maintained by the Contractor for all preservative materials.
2.3.12 [Add]
Equipment and instrumentation shall be protected from damage due to welding or sandblasting
throughout storage and installation periods.
a) As a minimum, a flame retardant cover shall be provided for protection from welding.
b) Where grinding or sandblasting occurs near or above installed electrical equipment, the
electrical equipment shall be completely covered or wrapped to prevent conductive dust
from entering.
c) Closures on machinery and fixed equipment nozzle flanges shall be immediately replaced if
they are removed during installation. Closures shall be kept securely fastened until piping is
made up to the equipment. When piping is made up to equipment, Contractor shall ensure
that process and auxiliary piping are not left open-ended allowing equipment exposure to
moisture or contamination.
2.3.13 [Replace]
Periodic rotation of equipment shall be conducted if specified by equipment Vendor PMR.
2.3.14 [Add]
Identical preservatives (or Company-accepted equivalent), vapor phase inhibitors, internal

coatings, or lube oils shall be used when replacement or renewal is required.
2.3.15 [Add]
For rotating machinery equipment, borescope inspections shall be conducted every 6 months to
confirm the effectiveness of the purge.
9.2 Random Inspection During Storage

1. Company shall reserve the right to inspect the preservation status/condition of equipment at
any time prior to the plant acceptance.
2. Notice of inspection shall be subject to Company’s discretion.
9.3 Gas, Electrical, and Special Services Required
One or more of the following types of service, if required, shall be provided for the
preservation and storage of any particular equipment item:
1. Nitrogen gas service for equipment or materials requiring a nitrogen gas purge to be
maintained.
2. Electrical service for equipment or materials requiring electrical power to energize space
heaters.
3. Special service for equipment or materials having special requirements as defined by
Vendor recommendations.
9.4 Additional Requirements for Corrosion Resistant Alloy Material

1. A segregated and secured receiving and storage area shall be created and maintained to
avoid iron contamination of SS material.
a. Alloy material shall be staged for receiving inspection and separate from carbon steel
material until it is released for storage in a secure and segregated location.
b. After receiving inspection, alloy materials shall be maintained in a secure and
segregated location until issued to the installing contractor.
2. Mark numbers for shop-fabricated pipe spool pieces shall be verified upon receipt.
9.5 Additional Requirements for Installed Machinery Equipment

1. The following protection shall be provided for installed machinery equipment by the
Contractor after installation at the jobsite and prior to initial startup:
a. Neither a system hydrostatic test or line flushing shall be applied through the
equipment. The equipment shall be blinded-off or disconnected during hydrostatic
testing or line flushing of the piping system.
b. Unless otherwise required by the equipment Vendor for warranty purposes, shaft
rotation for alignment shall be delayed until as near to start-up as is practical.
1) If rotation is required earlier than 4 weeks before start-up, the rust preventive shall
be reapplied to bearings, gears, and external machined shaft surfaces in accordance
with equipment Vendor’s instructions.
2) If plant start-up will occur within 4 weeks, equipment shall be prepared for startup
and then rotated once a week.
c. Large equipment such as gas turbines, compressors, and engines may require the
presence of an equipment Vendor’s field service representative, in which case
instructions for equivalent corrosion protection shall be followed.
d. Canned type pumps and expanders (cryogenic) shall be kept under a constant nitrogen
blanket after installation. Monitoring of nitrogen blanket pressure shall be part of
preservation routines.
2. The following preparation shall be made prior to plant start-up. Preparations shall be
performed within 4 weeks of machinery start-up to prevent premature removal of
preservation.
a. To remove possible accumulations of dirt and grit, rust preventive oil coating shall be
removed from exposed sliding surfaces (such as reciprocating pump and compressor
rods) using flush oil or cleaning solvent.
b. Bearing housings, gearboxes, etc., shall be flushed with solvent before filling with final
lubricant. Bearing condition and cleanliness shall be verified following flushing.
c. Governor and overspeed trip parts on turbines and similar control linkages on other
machinery shall be solvent cleaned to prevent malfunction due to sticking.
d. Except for non-lubricated compressors, machined parts shall be covered with regular
lubricating oil after solvent cleaning. Removal of rust preventive from other internal
surfaces shall not be required unless specified by Company or equipment Vendor.
e. Corrosion inhibitor shall be removed from compressor DGS as well as cavities and
porting to DGS. These shall be inspected by Company engineer and original equipment
manufacturer (OEM) prior to installation of the DGS.
f. Once DGSs are installed in compressors, a means of preservation shall be established
(e.g., purge nitrogen or dry air through seal gas panel) to preserve the DGSs if they are
installed longer than 4 weeks before seal system is operational.
g. The removal of rust preventive or other corrosion protection from internal surfaces
shall be performed under the supervision of both a Company representative and an
equipment Vendor representative if such removal requires equipment disassembly,
which could void equipment Vendor’s warranty.
h. The Contractor shall ensure the removal of preservation skillets, breathers, and nitrogen
monitoring equipment prior to startup.
10.0 Documentation
10.1 Preservation Record
1. Preservation records shall be completed by the equipment Vendor.
2. Each piece of equipment shall have a preservation record that includes the following:
a. PMR.
b. Preservation record sheets. For more information, refer to Section 10.2.
c. Tagged equipment list per maintenance and construction package.
d. MSDSs for preservation products used.
e. Additional PMRs.
3. Stand-alone tagged equipment shall have one preservation record.
10.2 Preservation Record Sheets

1. The physical documentation and recording of preservation activities shall be carried out
using the preservation record sheets.
2. Preservation record sheets shall meet the requirements in NORSOK Z-006.
3. Preservation record sheets shall be completed by equipment Vendor and submitted to
Contractor before shipment for acceptance as part of the preservation record.
4. Bulk equipment orders (e.g., pipe, valves, untagged instruments, etc.) shall not be required
to include a preservation record sheet for each item composing the shipment.
10.3 Preservation Labels

1. Vendor shall generate preservation record labels and affix to appropriate equipment prior to
shipping.
2. Preservation labels shall be affixed to equipment as follows:
a. Stand-alone tagged equipment shall have one preservation label for each 316 SS tag.
b. Bulk equipment (e.g., pipe, valves, untagged instruments, etc.) shall not be required to
have individual preservation tags.
Note: Refer to NORSOK Z-006 for specific tag requirements.

3. Prior to shipment, Vendor tagging plan shall be submitted to the Contractor for acceptance.
10.4 Electronic Recording

1. An electronic-based system shall be used by Contractor to administer the periodic
preservation requirements of equipment.
2. Contractor shall perform the following functions:
a. Maintain and update the electronic preservation system.
b. Report the initial preservation status by signing the applicable preservation record
sheets.
c. Register the status indicated on the preservation record sheets into the preservation
record upon receipt.
11.0 Minimum Preservation Maintenance Requirements
Note: This section describes the basic minimum preservation maintenance requirements
(PMRs) separated by equipment type.
1. Requirements shall be appropriate for the timeframe of preservation.
2. The basic organization of requirements is outlined in Table 3.
3. Rotating machinery packages shall follow the PMR supplied by the equipment Vendor. If
not available, the minimum requirements of API RP 686, Chapter 3 shall be followed.
Table 3: PMR Systems

Equipment Category PMR Topic
Piping PMR 1.1 — Pipe

PMR 1.2 — Valves
PMR 1.3 — Flanges and Special Connectors
PMR 1.4 — Bolts and Nuts
Instrumentation PMR 2.1 — Electronic Instruments

PMR 2.2 — Hydraulic and Pneumatic Instruments
PMR 2.3 — Instrument Cases
PMR 2.4 — Local Control Panels
PMR 2.5 — Dial Thermometers, Pressure Gauges, Gauge Glasses
Electrical PMR 3.1 — Electrical Equipment

PMR 3.2 — Electric Motors and Generators
PMR 3.3 — Switchgear, Motor Control Centers, and Electric Panels
PMR 3.4 — Transformers
PMR 3.5 — Batteries and Chargers
PMR 3.6 — Computers and Related Electronic Equipment
PMR 3.7 — Cables and Cable Reels
PMR 3.8 — Emergency Generator
Mechanical PMR 4.7 — Pedestal Cranes/Bridge Cranes/Jib Cranes/Monorail Hoists
Pressure Vessels PMR 5.1 — Pressure Vessels

PMR 5.2 — Reactors
Heat Exchangers PMR 6.1 — Air-Cooled Heat Exchangers/Waste Heat Recovery Units
PMR 6.2 — Shell and Tube Heat Exchangers
PMR 6.3 — Plate and Frame Heat Exchangers
PMR 6.4 — Core-in-Shell Heat Exchangers
PMR 6.5 — Cold Boxes for General Cryogenic Service
Special Equipment PMR 7.1 — Refractory, Bulk

PMR 7.2 — Refractory Lining, Shop-Installed
11.1 Minimum PMR: Piping
11.1.1 PMR 1.1 — Pipe
Equipment Item: Pipe
Storage Required: Open; UV protection for coated pipe
Preservatives Required: Type 2 Externally, Type 5 Internally
1. At least 8 weeks prior to shipment, manufacturer shall submit loading instructions and
diagrams for pipe shipped by truck or vessel to Contractor for review and acceptance.
2. Contractor’s acceptance of loading instructions shall not relieve manufacturer of
responsibility for any damage during shipment.
3. Precautions shall be taken during shipping to ensure that salt contamination of the pipe
during shipping or at the receiving facility is avoided.
4. Dimensional tolerances and pipe surface conditions specified herein and in API 5L shall
apply to the pipe condition as received by Contractor at the jobsite.
5. When loading, special care shall be taken to ensure that, upon delivery, pipe can be safely
unloaded.
6. Pipe shall not be stacked on the ground or on raw wooden timber.
7. Pipes shall not be stacked pipe-to-pipe; they shall instead be separated by wood, rope, or
polymer spacers.
8. Pipe shall not be nested one diameter inside another.
9. End protectors shall be firmly attached on flanges, weld bevels, threads, and socket ends.
10. Mill varnish may be applied over the stencil identification to minimize deterioration of this
marking.
11. Pipe stored for more than 6 months shall be coated externally with Type 2 preservative.
Type 5 preservative shall be applied internally in conjunction with the use of end caps.
12. Coated pipe shall be protected from UV exposure (i.e., covered with a tarpaulin) to prevent
coating deterioration.
13. Pipe shall be stored a minimum of 2 degrees from horizontal to prevent any moisture
buildup and shall be allowed to drain freely. Where end caps are used in combination with
vapor phase inhibitor, the pipe shall be inspected every month to ensure that water has not
collected in the inner diameter.
14. Hooks shall not be used for handling devices, nor shall any device that contains copper or
copper alloys be used.
15. Visual inspection of equipment during storage shall be conducted and preservation status
shall be verified at 6-month intervals.
11.1.2 PMR 1.2 — Valves
Equipment Item: Valves
Storage Required: Enclosed, non-climate controlled; or covered (roof only)
Preservatives Required: Type 4
1. Valves that are assembled in skids or modules shall be completely drained of water and
dried using forced air until outlet air reaches a dew point of –3ºF (–20ºC).
2. Loose valves shall be shipped in a wooden crate or on a wooden pallet and shall be packed
to prevent shifting within the container.
3. Valves shall be shipped with the correct stem packing installed and the gland follower
tightened.
4. Gate and globe valves shall be in the closed position for shipment.
a. Plug and ball valves shall be shipped in the open position.
b. Butterfly valves shall be shipped with the disc cracked open (i.e., off the seat), unless
otherwise specified by Vendor.
c. Valves that are actuated shall be shipped per the recommended practice of the Vendor.
5. Check valves that have blocking between the seat and piston/disk/ball to prevent in-transit
damage to the seat shall be tagged to indicate that blocking is installed.
a. Tag shall indicate that the blocking must be removed before installation.
b. Vendor shall be responsible for determining if valves require blocking.
6. Threaded or socket-welded openings shall be closed with metal protectors to prevent dirt
and other foreign matter from entering the interior of the valve.
7. Tapped openings in the stuffing boxes and gland plates shall be closed and sealed with pipe
plugs. Plug material shall be of the same seal gland plate metallurgy.
8. High alloy valves shall be enclosed by wrapping in a vapor-proof barrier material.
9. Flange facings and butt-welding ends shall be protected over the entire gasket-seating
surface or butt-welding end with wood, plastic, or metal covers.
a. Protection covers shall prevent dirt and other foreign matter from entering the interior
of the valve and damaging the flange facings or butt-welding bevels.
b. If flange facings or butt-welding bevels are protected with metal covers, a layer of
nonmetallic material shall be provided between the valve and the cover.
c. Tape shall not be used as the sole covering method.
10. Valves shall be prepared for shipment in a manner that will avoid damage to, or
atmospheric corrosion of, internal or external surfaces or parts during sheltered storage and
transport.
11. Load rated padded slings, cables, chains, or bands shall be used to prevent damage to
valves during handling and transportation.
12. Unless otherwise specified, machined or threaded surfaces of ferritic valves shall be coated
with Type 4 preservative. Valves cleaned for special service shall not have a preservative
applied.
shall be verified at 2-month intervals. Identical inspection intervals shall also be followed
for equipment that is installed but not yet commissioned.
14. Flange faces and internal bores to be stored outdoors for periods exceeding 6 months or in
corrosive atmospheres (saltwater air, industrial, etc.) shall be inspected and re-coated
internally with corrosion inhibitor.
15. Protective flange covers shall be re-installed after inspection with the original covers and
water/dust tight sealing using a rubberized water proof tape.
16. Care shall be taken to protect gasket surfaces from damage during handling and storage.
17. Preservatives shall be removed from all surfaces with a suitable solvent prior to installation
of the components.
18. The following requirements shall apply during commissioning:
a. Corrosion inhibitor shall be added to the hydrotest water (percentage varies by
manufacturer, although typically it is 1–2 percent).
b. Time shall be minimized when leaving the valves in the half open position as this may
damage the seating surfaces.
c. After hydrotesting, the valves shall be completely drained ensuring the cavity is dry.
d. Additional VpCIs shall be added to the valve cavity.
11.1.3 PMR 1.3 — Flanges and Special Connectors
Equipment Item: Flanges and Special Connectors
Storage Required: Open, controlled access
Preservatives Required: Type 2, Type 4
1. Flanges and special connectors to be stored outdoors for periods exceeding 6 months or in
corrosive atmospheres (i.e., saltwater air, industrial, etc.) shall be coated externally and
internally with thinned Type 2 preservative.
2. Flanges and special connectors shall be coated with Type 4 preservative on gasket faces,
including access hatch covers.
3. Flanges shall be blinded with oil-resistant rubber gaskets and steel or water-resistant
plywood plate with galvanized bolting sufficient to provide mechanical protection and
water/dust tight sealing.
4. Flanges bolted face-to-face need not be separated for inspection; however, the face-to-face
crevice shall be coated with Type 4 preservative prior to storage.
5. Flanges for prefabricated piping and lube-oil systems shall be gasketed and covered with
3/16-inch (5-mm) metal covers.
6. Care shall be taken to protect gasket surfaces from damage during handling and storage.
7. Preservatives shall be removed from all surfaces with a suitable solvent prior to installation
of the components.
11.1.4 PMR 1.4 — Bolts and Nuts
Equipment Item: Bolts and Nuts
Preservatives Required: Type 4
1. Type 4 preservative shall be applied to the threaded portion of anchor bolts, washers, and
nuts that are not galvanized or plated to protect against atmospheric corrosion.
2. If packaged, labeling of the package shall make the contents readily identifiable while in
storage.
3. Preservatives shall be removed from all surfaces with a suitable solvent prior to installation.
11.2 Minimum PMR: Instrumentation
11.2.1 PMR 2.1 — Electronic Instruments
Equipment Item: Electronic Instruments
Storage Required: Enclosed, climate controlled
Preservatives Required: As required
1. After inspection, instruments shall be replaced in their original factory boxes, properly
tagged, and stored on shelves.
2. Electronic instruments shall be stored in a dust-free room between 45°F and 110°F
(8°C and 45°C).
3. Nonterminated cable ends shall be fitted with heat shrinking protector.
4. Aluminum-sheeted glass fiber cloth shall be used to envelope pressure gauges, controllers,
panels, junction boxes, temperature instruments, telecom equipment, detectors,
transmitters, heaters, pushbuttons, and connection boxes.
5. Equipment furnished with electric space heaters shall be connected to a continuous power
supply of the proper rating and inspected at 1-month intervals. If possible, an indicator
lamp shall be installed to provide a visual indication of the power supply status.
6. If humidity level is excessive or day/night temperature deltas can lead to condensation, the
instruments shall be sealed and stored in plastic wrap, and placed in a box with desiccant
outside the plastic wrapping. Care shall be taken so that the desiccant does not contact any
wiring, terminals, or electronic parts.
11.2.2 PMR 2.2 — Hydraulic and Pneumatic Instruments
Equipment Item: Hydraulic and Pneumatic Instruments
2. Openings in hydraulic/pneumatic tubing shall be provided with caps or solid shank plugs of
metallurgy equal to the metallurgy of the component being capped or plugged. Nonmetallic
plugs shall not be used.
11.2.3 PMR 2.3 — Instrument Cases

Equipment Item: Instrument Cases
2. Sensitive instrumentation shall be stored in a dust-free, temperature-controlled environment
between 45°F and 110°F (8°C and 45°C).
11.2.4 PMR 2.4 — Local Control Panels

Equipment Item: Local Control Panels
a. When in a high-humidity area, desiccant shall be placed inside packaging before resealing.
b. When original boxes are not available, aluminum-sheeted glass fiber cloth shall be used
to envelope pressure gauges, controllers, panels, junction boxes, temperature
instruments, telecom equipment, detectors, transmitters, heaters, push buttons, and
connection boxes.
2. Prefabricated panel boards shall be stored upright in a temperature-controlled environment

between 45°F and 110°F (8°C and 45°C).
3. Spare cable entrances in panels and boxes shall be plugged.
4. Glass in instruments/panel fronts shall be covered with a minimum of 0.2-inch (6-mm)
plywood during shipment and storage.
11.2.5 PMR 2.5 — Dial Thermometers, Pressure Gauges, Gauge Glasses

Equipment Item: Dial Thermometers, Pressure Gauges, Gauge Glasses
1. Process connections shall be capped or plugged.

2. Instrument equipment containing electronics shall be protected with desiccant.
3. Aluminum-sheeted glass fiber cloth shall be used to envelope pressure gauges, controllers,
panels, junction boxes, temperature instruments, telecom equipment, detectors,
transmitters, heaters, push buttons, and connection boxes.
11.3 Minimum PMR: Electrical
11.3.1 PMR 3.1 — Electrical Equipment
Equipment Item: Electrical Equipment—General Requirements
Storage Required: As noted by other specific PMRs
1. Electrical equipment shall be properly packaged and stored to be protected from damage at
all times.
2. Storage shall be inside a clean, dry building or enclosed shelter unless material can be
stored outdoors without suffering damage.
3. Equipment furnished with space heaters shall be connected to a continuous power supply of
the proper rating.
a. Space heater leads shall be checked monthly with an ammeter to verify that the space
heaters are functioning properly. Records of ammeter readings shall be maintained.
b. If possible, an indicator lamp shall be installed to provide a visual indication of the
power supply status.
4. Ends of power cables and multiconductor cables shall be completely sealed with heat-
shrinkable end caps to prevent entry of moisture.
5. Provisions shall be made prior to shipment of a skid or module to protect electrical systems
against entrance of water or moisture.
a. Openings shall be plugged, capped, or covered by accepted means. Equipment and
panels with top or bottom entry of connections shall be sealed by metallic covers using
gaskets and bolts.
b. Sufficient supports shall be provided against sea forces and vibration expected during
transportation of the equipment.
6. Lighting fixtures suspended from flexible hangers shall be tied off (e.g., with nylon rope) as
required to prevent damage during shipment.
7. Loose items shall be securely tied down or braced to prevent damage and loss during
shipment.
8. Weather protection shall be provided for ocean shipment and open-air storage.
9. Light bulbs shall not be required to be removed and packed for shipment of modules or
skid-mounted equipment.
11.3.2 PMR 3.2 — Electric Motors and Generators
Equipment Item: Electric Motors and Generators
1. Indoor storage (Class A) shall be required for electric motors and generators except those
mounted on skids or on equipment that is suitable for outdoor storage/service. Motors and
generators stored outdoors shall have a protective covering permitting good ventilation and
providing access to a continuous power supply.
2. Enclosure openings not intended to be open during operation shall be sealed with leak-tight
plugs. Temporary plugs shall be replaced with permanent-type plugs or covers.
3. Electric motors shall have power to the motor space heaters during storage and after installation.
b. If possible, an indicator lamp should be installed to provide a visual indication of the
4. Motors and generators shall be stored in their normal operation orientation (e.g., vertical
motors) in an upright position with the shaft extension downward/upward.
5. Generators and motors shall have the insulation resistance values of each winding
measured and recorded upon initial inspection and at 3-month intervals. If resistance of
winding insulation is low, Company shall be notified for resolution.
6. Exposed shaft areas shall be wrapped with an oil cloth prior to storage.
a. Equipment arriving at the storage facility with shafts already wrapped shall be cleaned,
inspected for corrosion, and re-wrapped.
b. Other exposed shafts, coupling hubs, and machined surfaces shall be cleaned with
Varsol™ and coated with a Type 4 corrosion preventative compound.
7. Motors and generators with oil-lubricated bearings shall have their housings and internal
surfaces coated with a Type 1 preservative and their vent and drain connections plugged or
capped with steel fittings.
8. During storage, motors with grease-lubricated bearings shall have the bearing grease
inspected at 3-month intervals by removing the plug adjacent from the grease fitting and
pumping grease through the bearing until old grease is forced out through the opening.
a. The plug shall then be reinstalled.
b. If the grease shows visible signs of deterioration, Company shall be notified for
resolution.
9. During storage and while installed (pre-commissioning), motor and generator shafts shall
be marked and rotated 2-1/4 turns at 1-month intervals.
a. Records of shaft rotation and position shall be maintained.
b. Identical inspection intervals shall also be followed for equipment that is installed but
not yet commissioned.
11.3.3 PMR 3.3 — Switchgear, Motor Control Centers, and Electric Panels
Equipment Item: Switchgear, Motor Control Centers, and Electric Panels
1. Switchgear, motor control centers (MCCs), starters, electrical panels, etc., shall be stored
indoors in a warm, dry location where humidity and condensation cannot occur. If high
relative humidity or large changes in temperature are expected, heaters shall be used to
maintain a temperature above the dew point.
2. If high humidity is unavoidable, equipment shall be removed from its shipping crates and
desiccant bags or heat lamps shall be placed inside the metal enclosure to prevent moisture
or mildew forming on internal contacts.
a. Desiccant bags shall be inspected and/or replaced at 1-month intervals.
b. If heat lamps are used, Vendor shall dictate the minimum distance allowable between
the heat source and electrical wiring insulation to prevent damage.
3. Vendor shall ensure that switchboards/MCCs with top or bottom cable entry or bus duct
entry are sealed by metallic covers using gaskets and bolts installed on flanged connections
to prevent moisture ingress. This requirement shall be verified by Company’s quality
inspection representative and specifically recorded with photographic evidence before
shipment.
4. Freestanding metal enclosures shall be stored in their upright position.
5. Insulation resistance of parts such as operating coils shall be spot checked upon arrival at
the storage facility and at 3-month intervals during storage if they are accessible without
uncrating the equipment. Identical inspection intervals shall also be followed for equipment
that is installed but not yet commissioned.
11.3.4 PMR 3.4 — Transformers
Equipment Item: Transformers
Storage Required: Preferred: Enclosed, non-climate controlled; covered (roof only); or

open, controlled access
For water-cooled transformers, storage in an enclosed unit (either
climate controlled or non-climate controlled)
1. Transformers intended for outdoor installation may be stored outdoors without protective
covering. Large indoor units shall be stored in a location that is enclosed and non-climate
controlled, or under a shed roof with tarpaulin siding.
2. For water-cooled dry-type transformers, storage shall be in an enclosed location, which
may be either climate controlled or non-climate controlled. A preservation plastic wrap
with humidity control and humidity indicators shall also be applied.
3. Transformers shall be placed on wooden timbers suitable to maintain the unit level to avoid
distortion.
4. Water-cooled dry-type transformers shall have water-wetted surfaces thoroughly dried by
blowing with clean, warm, and dry air.
a. Warm: Minimum 140ºF (60ºC).
b. Dry: Dew point ‒22ºF (‒30ºC).
5. Drying shall be considered complete when outlet air reaches a dew point of –3ºF (–20ºC).
6. Following drying, nitrogen purge shall be introduced. A temporary pressure gauge shall be
installed to monitor gauge pressure.
7. Nitrogen shall be flowed through the transformer coils until the following conditions are
met:
a. The nitrogen content at the outlet is 100 percent when measured with a 02/N2 sensor.
b. The dew point is less than ‒20ºF (‒29ºC) when measured with a moisture sensor.
8. Ends shall be plugged to maintain positive nitrogen pressure of 3‒5 psi (20.7–35.5 kPa).
9. For the first two weeks after applying the nitrogen purge/blanket, pressure shall be checked
daily.
a. For the following two weeks, pressure shall be checked weekly.
b. For the remaining duration of storage, pressure shall be checked monthly and recorded.
c. Equipment shall be refilled with nitrogen as necessary to maintain pressure of 3‒5 psi
(20.7–35.5 kPa).
10. Oil-filled, conservator type power and distribution transformers shall only be shipped to
site when the project is ready to execute the installation and oil filling of the units. The
timing of shipment shall align with the Vendor’s preservation requirement for replacing the
inert gas-filled transformer with oil.
11.3.5 PMR 3.5 — Batteries and Chargers
Equipment Item: Batteries and Chargers
1. Batteries shall not be exposed to direct sunlight (via windows, etc.).

2. Batteries shall be kept clean with adequate protective finish, such as neutral grease on posts
and connections.
3. Batteries with significant electrolyte loss incurred due to improper handling during
shipment shall be refilled to the correct operating level prior to storage.
4. Battery chargers shall be stored indoors in a warm, dry location where humidity and
condensation cannot occur. If high relative humidity or large changes in temperature are
expected, heaters shall be used to maintain a temperature above the dew point.
5. If high humidity is unavoidable, the equipment shall be removed from its shipping crate
and desiccant bags or heat lamps shall be placed inside the metal enclosure to prevent
moisture or mildew forming on internal contacts.
a. Desiccant bags shall be inspected and/or replaced at 1-month intervals.
b. If heat lamps are used, Vendor shall dictate the minimum distance allowable between
the heat source and electrical wiring insulation to prevent damage.
6. Batteries shall be unpacked, installed, and charged as soon as possible after receipt.
a. If batteries cannot be installed at the time of receipt, they shall be stored indoors in a
clean, cool, and dry environment.
b. If the batteries are stored for long periods of time, a freshening charge shall be required.
c. Batteries shall not be stored on a concrete or conducting surface. Batteries shall be
stored on shelves or wooden timbers.
7. Upon receipt, batteries designated for storage shall be checked per cell voltage and specific
gravity requirements.
a. If these conditions are not met, the batteries shall be charged to meet the requirements.
b. Thereafter, specific gravity and voltage requirements shall be checked at 3-month
intervals.
c. Batteries that are stored wet shall be placed on a nonconductive surface.
shall be verified at 2-month intervals with the reapplication of an adequate protective
finish, such as neutral grease on posts and connections, if necessary.
11.3.6 PMR 3.6 — Computers and Related Electronic Equipment
Equipment Item: Computers and Related Electronic Equipment
1. Computers and electronic equipment shall be stored in an enclosed, climate-controlled

environment.
2. Special care shall be taken to provide easy access to the interior of panels.
3. Equipment shipped with desiccant bags shall be inspected at 1-month intervals and the
desiccant replaced as required, unless stored in a climate controlled building.
4. Additional or special preservation procedures shall be performed as specified by the
Vendor’s operation and maintenance manual.
5. During storage, visual inspection of equipment shall be conducted and preservation status
shall be verified at 1-month intervals with desiccant replacement at that time.
11.3.7 PMR 3.7 — Cables and Cable Reels
Equipment Item: Cables and Cable reels
Storage Required: Short period: Open, controlled access.

Long term: Indoor or weather protected storage preferred.
1. Cables shall be prepared for storage during long periods in the open air.
2. Cables shall be coiled around wooden reels or metallic reels, depending on their type and
length.
3. Cable reels shall be protected by wooden staves.
4. Factory-applied protective wrapping or lagging shall be left in place until the time of
installation of the cable.
5. For any remnants after installation, and if applicable, the ends of cables shall be completely
sealed by means of self-vulcanizing tape and vinyl electrical tape to prevent corrosion and
entry of moisture.
6. Visual inspection of cables and reels during storage shall be conducted and preservation
status shall be verified during storage at 6-month intervals.
11.3.8 PMR 3.8 — Emergency Generator
Equipment Item: Emergency Generator
1. Generator packages shall be placed on wooden timbers or sleepers located on firm soil or
pavement, level throughout the length and width of the skid to avoid permanent distortion.
2. Openings shall be inspected for preservatives, gaskets, and covers.
a. Flanges shall be protected with a Type 2 preservative and leak-tight cover.
b. Threaded openings shall be plugged with threaded plugs of metallurgy similar to the
equipment.
3. Openings in the enclosure shall be sealed air tight, including the engine exhaust, air inlet
louvers, pipe penetrations, etc., with the exception of the enclosure doors.
4. Exposed shafts, coupling hubs, and machined surfaces shall be cleaned with Varsol™ and
coated with a Type 4 corrosion preventative compound.
5. The jacket water system antifreeze and rust inhibitor shall be inspected and renewed, if
required.
6. Electric space heaters shall be connected to a continuous power supply of the proper rating.
b. If possible, an indicator lamp should be installed to provide a visual indication of the
7. If possible, an indicator lamp should be installed to provide a visual indication of the power
supply status.
8. The generator and electric motors shall be protected in accordance with Section 11.3.2
(PMR 3.2).
9. The starting batteries and battery charger shall be protected in accordance with
Section 11.3.5 (PMR 3.5). In addition, these batteries shall be kept on trickle charge per
Vendor’s recommendation.
10. Additional or special preservation procedures shall be performed as specified by Vendor’s
operation and maintenance manuals.
11. Preservatives shall be inspected and renewed during storage, as required, at 2-month
intervals. Identical inspection intervals shall also be followed for equipment that is installed
but not yet commissioned.
11.4 Minimum PMR: Mechanical
11.4.1 PMR 4.7 — Pedestal Cranes/Bridge Cranes/Jib Cranes/Monorail Hoists
Equipment Item: Pedestal Cranes/Bridge Cranes/Jib Cranes/Monorail Hoists
1. Crane booms shall be inspected for damage. Damaged boom sections shall be recorded and
reported to Company for resolution.
2. Electric motors shall be protected in accordance with Section 11.3.2 (PMR 3.2).
intervals.
11.5 Minimum PMR: Pressure Vessels
11.5.1 PMR 5.1 — Pressure Vessels
Equipment Item: Pressure Vessels, Tanks, and Columns
Storage Required: Open
Tanks and Columns

1. After fabrication, ladders, platforms, and other removable items supplied by vessel
fabricator shall be completely installed on the vessel, in the shop, to ensure proper fit-up,
and then disassembled and shipped separately.
a. Platform and ladder sections shall be identified with a metal tag, loosely wired to each
section.
b. Loose-shipped items shall be properly tagged as described in Section 7.0.
2. Unpainted finished surfaces (e.g., flange gasket faces, threads, etc.) shall be coated with
suitable rust preventative or grease.
a. Bolting shall be lubricated with thread lubricant prior to final installation.
b. Telltale holes and weld skips in reinforcing and saddle pads shall be plugged with
heavy grease.
3. Flange faces shall be coated with a Type 2 preservative and protected by a leak-tight cover.
4. Threaded openings and couplings, except telltale holes in reinforcing pad and saddles, shall
be protected with a forged steel hex-head pipe-plug rated for the maximum allowable
working pressure of the vessel. Plugs shall be of metallurgy similar to that of the
equipment.
5. Threads (internal and external) shall be lubricated with a recognized brand of high
temperature, molybdenum disulfide-based lubricant (Jet Lube 550 or Jet Lube Riser).
6. Vendor shall provide suitable supports for internal parts that might be damaged during
shipment as follows:
a. When required for large vessels, fabricator shall design and fabricate steel shipping
saddles for supporting the vessel during transportation to the job site. Contractor shall
review and accept the saddle designs, based on applicable sea, barge, and/or land
transport inertial loads specified for vessel quotation.
b. Temporary internal supports shall be painted yellow, and the vessel shall be clearly
identified or tagged as having temporary internal supports.
c. If removal of the supports is required prior to putting the vessel into service, Contractor
shall be notified in writing, with a drawing showing the supports to be removed.
7. Storage requirements specific to the piece of equipment shall be provided by the fabricator.
8. Vendor shall be responsible for loading and securing vessels on transport truck/vessel at
Vendor’s manufacturing facility.
9. Vendor shall ensure that loading and securing the vessel for shipment provides protection
against damage during shipping
10. If carbon steel vessels are specified to be stored, Vendor shall provide suitable type and
quantity of desiccant for the stated storage period.
11. Desiccant shall be placed in bags and tagged for ease of identification, removal, and
replacement.
12. Vendor shall notify Contractor and Company in writing of any special handling procedures,
such as the following:
a. Limitations on lifting or sling angles.
b. Restrictions on laying vertical vessels in the horizontal position.
c. Internal supports necessary for shipment.
d. Height restrictions (e.g., bridges, power lines, etc.), along land transportation routes of
the completed vessel(s).
13. Each removable piece of equipment to be shipped separately from the vessel shall be
identified with a SS tag as described in Section 7.0.
14. The identification tag shall include the vessel tag name and number to which each piece
corresponds.
15. Fabricator shall clearly mark, in 2-inch (50-mm) letters, the proper information required to
identify the items inside crates.
16. A bill of lading placed into a waterproof container shall be attached to both the inside and
outside of each crate.
17. If Vendor is responsible for shipping, Contractor shall be notified at least one week in
advance of the intended vessel delivery.
18. Vessel and tank internals shall be protected with a Type 5 preservative.
19. Vessels and tanks having welded nozzles with reinforcement pads shall be inspected to
ensure that telltale holes are plugged with heavy grease. If not, the holes shall be packed
with grease.
20. Stainless steel equipment, components, or materials shall be protected from contact with
the soil or with porous supports such as raw wood.
21. Austenitic SS shall be protected from salt water or salt spray.
22. Fiberglass tanks and vessels, if not supplied painted, shall be protected from direct sunlight
by means of a tarpaulin, dark plastic sheeting, or a shed-type roof.
24. Preservatives shall be inspected and renewed, as required, at 2-month intervals during
storage. Identical inspection intervals shall also be followed for equipment that is installed
11.5.2 PMR 5.2 — Reactors

For additional transportation and storage requirements, refer to PVM-SU-5004.
11.6 Minimum PMR: Heat Exchangers
11.6.1 PMR 6.1 — Air-Cooled Heat Exchangers/Waste Heat Recovery Units
Equipment Item: Air-Cooled Heat Exchangers/Waste Heat Recovery Units
Preservatives Required: Type 1 (if required), Type 2
1. Heat exchangers shall be placed on wooden timbers located on firm soil or pavement, level
throughout the length and width of the unit to avoid permanent distortion to the frame
and/or tubes.
b. Threaded openings shall be plugged with threaded plugs of similar metallurgy.
3. Carbon steel header boxes shall be inspected for corrosion. If corrosion is present, the
header box shall be cleaned with Varsol and protected with a Type 1 preservative.
6. Electric motors shall be protected in accordance with Section 11.3.2 (PMR 3.2).

Note: Refer to EXH-SU-1826 for additional transportation and storage requirements for
air-cooled heat exchangers.
11.6.2 PMR 6.2 — Shell and Tube Heat Exchangers
Equipment Item: Shell and Tube Heat Exchangers

b. Threaded openings shall be plugged with threaded plugs of similar metallurgy.
2. Heat exchanger internals (shell and tubes) shall be protected using a Type 5 preservative.
Note: Refer to EXH-SU-2583 for additional transportation and storage requirements for shell
and tube heat exchangers.
11.6.3 PMR 6.3 — Plate and Frame Heat Exchangers
Equipment Item: Plate and Frame Heat Exchangers
1. Bent or broken nozzles or flanges shall be recorded and reported to Contractor and
Company for resolution.
2. Openings shall be inspected for preservatives, gaskets, and covers. Flanges shall be
protected with a Type 2 preservative and leak-tight cover.
3. Threaded draw bolts shall be inspected for rust preventatives. In the absence of
preservatives, the bolts shall be cleaned with Varsol and protected with a Type 3
preservative.
6. Additional or special preservation procedures, particularly for non-metallic gaskets, shall
be performed as specified by Vendor’s operation and maintenance manuals.
Note: Refer to EXH-SU-4870 for additional transportation and storage requirements for
plate and frame heat exchangers.
11.6.4 PMR 6.4 — Core-in-Shell Heat Exchangers

Additional transportation and storage requirements for core-in-shell heat exchangers shall be
per EXH-SU-5162.
11.6.5 PMR 6.5 — Cold Boxes for General Cryogenic Service

Additional transportation and storage requirements for cold boxes shall be per EXH-SU-6081.
11.7 Minimum PMR: Special Equipment
11.7.1 PMR 7.1 — Refractory, Bulk
Equipment Item: Refractory, Bulk
1. Materials shall be protected from the weather and kept dry until ready for use.
2. Refractory brick shall be kept clean to facilitate bonding with the mortar.
3. Insulating fire brick (IFB) shall not be stacked higher than Vendor recommendations.
4. During storage, visual inspection of equipment shall be conducted at 2-month intervals to
ensure refractory is kept dry.
11.7.2 PMR 7.2 — Refractory Lining, Shop-Installed
Equipment Item: Refractory Lining, Shop-installed
1. Shop-installed brick lining shall be prepared for shipment in a manner that ensures delivery
to the destination in the original lined and fired condition.
2. Equipment shall be reinforced using spiders, truing rings, braces, etc., to maintain the
equipment shape and prevent damage to the linings during handling and shipment.
3. Openings shall be sealed, and a means shall be provided to keep linings dry during
shipment, storage, and post-erection before start-up.
4. Proper supports, external bracing, rigging, and lifting techniques shall be used to prevent
flexing of the equipment during handling, shipping, and erection.
5. Orientation of the equipment during shipment and storage shall maintain the integrity of the
lining.
6. Visual inspection of equipment during storage shall be conducted at 2-month intervals to
ensure refractory is kept dry. Identical inspection intervals shall also be followed for
equipment that is installed but not yet commissioned.
Appendix A Preservatives and Uses

A.1 Industry Preservatives
Table 4 lists industry accepted preservatives available at time of publication. It is not a
complete list of acceptable preservatives. Local jurisdiction or specialty equipment may require
the use of corrosion inhibitors that are not listed in this table. Cortec® and Zep® product
description information can be found on their company websites.
Note: Table 4 also lists the equivalent API RP 686, Chapter 3 type.
The preservative manufacturer’s recommendations should always be followed for application.
VpCI should be applied with an atomizing nozzle and not sprayed or painted onto the surface.
Over application of VpCI via improper nuzzling and too many coats can result in a ‘gummy’
film that collects debris and cannot be removed or dissolved.
Table 4: Preservatives
Type of
Equipment Purpose Preservative
Preservative
Type 1 Bearings, bearing Used as a VpCI. Cortec VpCI-322

(API 686 Type C) housings, cylinders, This preservative shall be an oil- or Company-
and internal based VpCI blended with the accepted
surfaces/cavities. applicable lube oil in accordance equivalent.
with manufacturer’s
recommendations.
Type 2 External surfaces Used where a firm, durable finish Cortec VpCI-368
(API 686 Type D) (e.g., flange faces). is desired. or Company-
This preservative shall be a rust accepted
preventative in accordance with equivalent.
MIL-C-16173D, Grade 1.
(Note that MIL-PRF-16173E
meets this requirement)
Type 3 External surfaces Used where a lubricating feature Chevron

(API 686 Type B) (e.g., valve rods, shaft is desired. Ultra-Duty EP #1
extensions, coupling This preservative shall be a or Company-
hubs, and machined petroleum grease-based rust accepted
surfaces). preventative meeting equivalent.
MIL-G-10924, or a high
temperature corrosion resistant
grease.
Type 4 Shaft extensions, Used as a rust inhibitor. Zep Inc.

(API 686 Type A) coupling hubs and This preservative shall be a LINEBACKER
machined surfaces. spray-coated, pliable, film-forming aerosol or
Exposed machined rust inhibitor. Company-
surfaces, including accepted
equipment shafts, equivalent.
couplings, and
coupling hubs.
Type of
Equipment Purpose Preservative
Preservative
Type 5 Heat exchangers, Used to prevent corrosion. Cortec

pressure vessels and These two preservatives shall be VmCI-307, or
tank internals to distributed at the rate of Company-
prevent corrosion. 0.3 ounces (8.4 grams) per accepted
1.0 cubic foot of internal volume. equivalent.
Cortec
VmCI-309, or
Company-
accepted
equivalent.
A.2 Chevron Product
A.2.1 Chevron Ultra-Duty Grease EP #1

The following is the product description information for Type 3 preservative referenced in
Table 4.
Product Description
Chevron Ultra-Duty Greases EP are versatile, high pressure greases with good adhesive
properties designed for a wide variety of automotive and industrial applications. Typical
physical properties and performance are summarized in Table 5.
Customer Benefits
Chevron Ultra-Duty Grease EP delivers value through the following:
‒ Shock load protection.
‒ Load-carrying protection.
‒ Corrosion and rust protection.
‒ Water resistant.
‒ Maximum service lubrication.
Features
Chevron Ultra-Duty Greases EP are manufactured using selected highly refined, high viscosity
base oils, a lithium-12 hydroxystearate thickener, rust and oxidation inhibitors, and extreme
pressure and tackiness additives. They are red in color and stringy in texture.
Chevron Ultra-Duty Greases EP provide thicker shock absorbing oil film protection and greater
water resistance than conventional multipurpose greases due to their high viscosity
components. The high viscosity components and tackiness additive give Chevron Ultra-Duty
Greases EP an excellent adhesive quality that provides a tenacious lubricating film in working
parts. The lubricants stay in place under abrasive operating conditions to resist water washout
and shock load wear.
The tackiness characteristics of Chevron Ultra-Duty Greases EP make these products somewhat
harder to pump than the historically soft, buttery greases. For this reason, the use of a heavy
follower plate with air-driven grease pumps is recommended.
Chevron Ultra-Duty Greases EP lubricate well at low temperatures. The ASTM D1478 low
temperature torque test shows that they retain their lubricating capacity as defined by
MIL-G-81322 down to about –15ºF (–26ºC).
Applications
Chevron Ultra-Duty Greases EP are recommended for use in automotive and industrial
equipment operating under severe service except where very high operating temperatures are
encountered. Typical applications are mining equipment, construction equipment, material
handling equipment, marine deck equipment, marine deck cranes, oil field equipment, offshore
drilling equipment, paper machines, dredging equipment, logging equipment, rock quarry
equipment, etc., and operating in water, mud, or dusty conditions.
Chevron Ultra-Duty Greases EP provide the needed shock load and rust protection and,
best of all, they stay put, which means less frequent regreasing. They are not the primary
recommendation for high temperature wheel bearings. Chevron Delo® Greases EP, Chevron
RPM® Automotive LC Greases EP, or Chevron Black Pearl® Greases EP are preferred for
wheel bearing applications.
In industrial service, Chevron Ultra-Duty Greases EP are recommended for use in all types
of plain and antifriction bearings from 1-1/2 inch (38.1 mm) outside diameter [OD] to over
16 inch (40.64 cm) OD, operating at speeds from 50 to 3000 rpm, as well as slides, gears,
ways, etc.
Table 5: Chevron Ultra-Duty Greases EP Property Data
Property Value
Product Number 238012
MSDS Number 6790
Operating Temperature, °C (°F) ‒26 – 138

(‒15 – 280)
Penetration, (Worked 60 Strokes) at 25°C (77°F) 325
Dropping Point, °C (°F) 172 (342)
Four Ball Weld Point, kgf 315
Four Ball Wear Scar, mm 0.45
Timken OK Load, lb (kg) 70 (30.75)
Water Washout, wt% 10
Water Spray-off, wt% 40
Lincoln Ventmeter, psig (kPa) at 30 s, at:

75°F (24°C) 100 (689)
30°F (‒1°C) 400 (2758)
0°F (‒18°C) 1750 (12,066
Thickener, %Type 7.2 Lithium
ISO Viscosity Grade, Base Oil Equivalent 460
Viscosity, Kinematic
*cSt at 40°C (104°F) 400
cSt at 100°C (212°F) 24.3
Viscosity, Saybolt
*SUS at 100°F (38°C) 2160
SUS at 210°F (99°C) 121
Viscosity Index* 76
Flash Point, °C (°F)* 274 (525)
Oil Separation, mass % 4
Texture Stringy
Color Red
Notes:
* Determined on mineral oil extracted by vacuum filtration.
Minor variations in product typical test data are to be expected in normal manufacturing.
1. Minimum operating temperature is the lowest temperature at which a grease, already in place,
could be expected to provide lubrication. Most greases cannot be pumped at these minimum
temperatures.
2. Maximum operating temperature is the highest temperature at which the grease could be used
with frequent (daily) relubrication.

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CPM-SU-5244-B

Preservation of New Equipment

Operation Environment: LNG, Onshore, Pipelines, Subsea, Topsides

Rev. Date Description Author Technology Leader

Author notations regarding this revision

Safety Critical Changes (if applicable) are noted below

11.0 Minimum Preservation Maintenance Requirements ................................................................ 28

Additional Requirements and Changes to

2.1 Company Documents

2.2 Industry Codes and Standards

American Society for Testing and Materials (ASTM)

Norsk Sokkels Konkuranseposisjon (NORSOK)

U.S. Navy‒Naval Sea Systems Command (Ship Systems)

2.3 Conflict Resolution

Preservation Maintenance The upkeep and verification of preservation for

Preservation Maintenance Requirements Requirements for the preservation of specific types

Preservation Record Log of preservation record sheets for a given piece

Preservation Record Sheets Electronic or physical sheets used in the above

Preservation System Database where preservation records are kept.

Re-preservation The process of re-applying preservative as required

4.0 Preservation Responsibility Overview

4.1 Preservation Plan

4.2 Equipment Vendor Responsibility

4.3 Contractor Responsibilities

4.4 Company Responsibilities

Table 1: Company Inspection Points

4. At Company’s option, Company may conduct random inspection of the preservation

5.0 Preservation Preplanning

Additional Requirements and Changes to

--- End Additional Requirements ---

6.0 Preservation of Equipment Prior to Shipping

6.1 Cleaning Equipment Prior to Preservation

6.1.1 Decorated or Finished Surfaces

6.2 Preservation Maintenance Requirements Preparation

6.3 Initial Preservation

Note: Refer to Appendix A for a list of preservatives. Appendix A includes preservatives

Note: Always follow vapor phase corrosion inhibitor (VpCI) manufacturer

7.0 Packaging and Crating

7.2 Export Packing

7.3 Packaging Materials

7.4 Packing Methods

Table 2: Steel Band Sizes for Various Box Weights

7.5.1 Up to 300-Pound (136-Kg) Capacity

7.5.2 From 300- to 1000-Pound (136- to 450-Kg) Capacity

7.5.3 From 1000- to 10,000-Pound (450- to 4535-Kg) Capacity

7.5.4 Open Crates

7.6 Package/Crate Marking and Identification

e. Item number/tag number.

8.0 Jobsite Receiving and Inspection

Additional Requirements and Changes to

2.2 Jobsite Receiving and Inspection

--- End Additional Requirements ---

9.0 Storage and Jobsite Protection

9.1 General Requirements

Additional Requirements and Changes to

2.3 General Instructions – Jobsite Protection

Periodic rotation of equipment shall be conducted if specified by equipment Vendor PMR.

Identical preservatives (or Company-accepted equivalent), vapor phase inhibitors, internal

--- End Additional Requirements ---

9.2 Random Inspection During Storage

9.4 Additional Requirements for Corrosion Resistant Alloy Material

9.5 Additional Requirements for Installed Machinery Equipment

10.2 Preservation Record Sheets