MQ SP I 7022

Power and Water Utility Company for Jubail and Yanbu (MARAFIQ) Master Specification: MQ-SP-I-7022
Project Name: Date: 14 Jan 2011

Contract Number: Page: 1 of 5
Revision: 1
SPECIFICATION – INSTRUMENTATION FOR PACKAGED EQUIPMENT
This specification has been revised as indicated below and described in the revision record on the following
page. Please destroy all previous revisions.
Revision Date Originator's Reviewed/Checked By Pages

No. Name & Initials Name & Initials
A 7/06/2010 Cory A. Haynes Vincent E. Mezzano 4
0 11/04/2010 Cory A. Haynes Anna M. Pham 4
1 1/14/2011 Cory A. Haynes Anna M. Pham 5
APPROVALS SIGNATURES DATE
Lead Engineer Thomas B. Robinson

Project Manager: Russell Shulz
Client Approval:
ISSUED FOR : Construction X Other Approved

Revision: 1
Record of Revisions
Revision Date Description
No.
A 7/06/2010 Issued for Approval, Table of Contents Only
0 11/04/2010 Issued for Review/Approval
1 1/14/2011 Issued Approved

Revision: 1
TABLE OF CONTENTS
Section
1.0 GENERAL......................................................................................................................................................... 4
1.1 Scope of Specification ........................................................................................................................ 4
2.0 REFERENCES ................................................................................................................................................. 4
2.1 Process Industry Practices (PIP)...................................................................................................... 4
3.0 ADDITIONS TO PIP PCSPS001 - “PACKAGED EQUIPMENT INSTRUMENTATION
SPECIFICATION” ........................................................................................................................................... 4
3.1 None ..................................................................................................................................................... 4
4.0 ATTACHMENTS............................................................................................................................................. 4
4.1 Process Industry Practices (PIP)...................................................................................................... 4
4.2 Datasheets ........................................................................................................................................... 5
Revision: 1
1.0 GENERAL
1.1 Scope of Specification
This specification defines the minimum mandatory requirements governing the

specification, procurement, fabrication, inspection, and testing of instrumentation, controls
and associated systems provided as part of packaged equipment for the Power and Water
Utility Company for Jubail and Yanbu (MARAFIQ).
The governing specification will be the Process Industry Practice (PIP) PCSPS001
"Packaged Equipment Instrumentation Specification" (Dec, 2007) with the additions,
deletions, and clarifications described in Section 3.0.
2.0 REFERENCES
The selection of material and equipment, and the design, construction, maintenance, and repair of
equipment and facilities covered by this specification shall comply with the latest edition of the
references listed below, unless otherwise noted.
2.1 Process Industry Practices (PIP)
A. PCSPS001 Packaged Equipment Instrumentation Specification
B. PCDPS001 Packaged Equipment Instrumentation Documentation

Requirements Sheet and Instructions
C. PCTPS001 Packaged Equipment Instrumentation Inspection and Testing

Requirements Sheet
3.0 ADDITIONS TO PIP PCSPS001 - “PACKAGED EQUIPMENT INSTRUMENTATION

SPECIFICATION”
The following sub-sections indicate additional requirements, which were not addressed in Process
Industry Practice (PIP) PCSPS001. These sub-sections represent requirements specified in the
addition to PIP PCSPS001 “Packaged Equipment Instrumentation Specification” (Dec, 2007).
3.1 None
4.0 ATTACHMENTS
A. PCSPS001 Packaged Equipment Instrumentation Specification
B. PCDPS001 Packaged Equipment Instrumentation Documentation

Revision: 1
C. PCTPS001 Packaged Equipment Instrumentation Inspection and Testing

Requirements Sheet
4.2 Datasheets
A. MQ-DS-I-7630 - Instrumentation for Packaged Equipment

COMPLETE REVISION
December 2007
Process Industry Practices

Process Control
PIP PCSPS001
Packaged Equipment Instrumentation Specification
PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES
In an effort to minimize the cost of process industry facilities, this Practice has
been prepared from the technical requirements in the existing standards of major
industrial users, contractors, or standards organizations. By harmonizing these technical
requirements into a single set of Practices, administrative, application, and engineering
costs to both the purchaser and the manufacturer should be reduced. While this Practice
is expected to incorporate the majority of requirements of most users, individual
applications may involve requirements that will be appended to and take precedence
over this Practice. Determinations concerning fitness for purpose and particular matters
or application of the Practice to particular project or engineering situations should not
be made solely on information contained in these materials. The use of trade names
from time to time should not be viewed as an expression of preference but rather
recognized as normal usage in the trade. Other brands having the same specifications
are equally correct and may be substituted for those named. All Practices or guidelines
are intended to be consistent with applicable laws and regulations including OSHA
requirements. To the extent these Practices or guidelines should conflict with OSHA or
other applicable laws or regulations, such laws or regulations must be followed.
Consult an appropriate professional before applying or acting on any material
contained in or suggested by the Practice.
This Practice is subject to revision at any time.
© Process Industry Practices (PIP), Construction Industry Institute, The

University of Texas at Austin, 3925 West Braker Lane (R4500), Austin,
Texas 78759. PIP member companies and subscribers may copy this Practice
for their internal use. Changes, overlays, addenda, or modifications of any
kind are not permitted within any PIP Practice without the express written
authorization of PIP.
PRINTING HISTORY
December 1999 Issued
December 2007 Complete Revision
Not printed with State funds

COMPLETE REVISION
December 2007

Process Control
PIP PCSPS001
Packaged Equipment Instrumentation Specification
Table of Contents
1. Introduction................................. 2 4.19 Inspection, Testing, and
1.1 Purpose............................................ 2 Acceptance .................................... 43
1.2 Scope ............................................... 2 4.20 Documentation............................... 45
2. References .................................. 2 Data Forms

2.1 Process Industry Practices .............. 2 PIP PCSPS001-F – Owner-Approved Items
2.2 Industry Codes and Standards ........ 3 Checklist
2.3 Government Regulations ................. 3 PIP PCSPS001-D – Packaged Equipment
Instrumentation Data Sheet
3. Definitions ................................... 4
4. Requirements.............................. 5
4.1 Control System Parameters............. 5
4.2 Instrumentation - General ................ 6
4.3 Flow.................................................. 8
4.4 Level and Interface .......................... 9
4.5 Pressure......................................... 14
4.6. Temperature .................................. 16
4.7 Analytical Instruments.................... 19
4.8 Transmitters ................................... 19
4.9 Controllers...................................... 19
4.10 Automated Valves.......................... 20
4.11 Pressure Regulators ...................... 23
4.12 Solenoid Valves ............................. 24
4.13 Local Control Panels...................... 24
4.14 Equipment Protection..................... 30
4.15 Piping and Tubing .......................... 34
4.16 Instrument Electrical ...................... 38
4.17 Identification................................... 42
4.18 Preparation for Shipment ............... 43
Process Industry Practices Page 1 of 47

PIP PCSPS001 COMPLETE REVISION
Packaged Equipment Instrumentation Specification December 2007
1. Introduction
1.1 Purpose
This Practice provides minimum technical requirements for instrumentation and controls
for equipment furnished as a package.
1.2 Scope
This Practice describes the requirements and provides data sheets for the specification,
procurement, fabrication, inspection, and testing of instrumentation, control and
associated systems provided as part of packaged equipment.
Specific owner requirements are shown on the associated PIP PCSPS001-D Data Sheet.
2. References
Applicable parts of the following Practices, industry codes and standards, and references shall be
considered an integral part of this Practice. The edition in effect on the date of contract award
shall be used, except as otherwise noted. Short titles are used herein where appropriate.

– PIP ELSPS01 - Electrical Requirements for Packaged Equipment
– PIP ELSWC05 - 300-Volt Instrumentation Tray Cable Specification
– PIP PCCEL001 - Instrumentation Electrical Requirements
– PIP PCDPS001 - Packaged Equipment Instrumentation Documentation
– PIP PCFGN000 - Instrument Pipe Support Fabrication Details
– PIP PCIDP100 - Differential Pressure Transmitter Installation Details
– PIP PCIEL000 - Instrumentation Electrical Installation Details
– PIP PCIFL000 - Flow Measurement Installation Details
– PIP PCIGN100 - Instrument Pipe Support Installation Details
– PIP PCILI100 - Level Transmitter Installation Details
– PIP PCIPR100 - Pressure Transmitter Installation Details
– PIP PCSCV001 - Specification of Control Valves
– PIP PCSEL001 - Instrument Junction Boxes Specifications
– PIP PCSIP001 - Instrument Piping and Tubing Systems Specifications
– PIP PCSPA001 - Process Analyzer Project Documentation Data Sheet Instructions
– PIP PCSPA002 - Process Analyzer System Data Sheet Instructions
– PIP PCSPA002-D - Process Analyzer System Data Sheet
– PIP PCTPS001 - Packaged Equipment Instrumentation Inspection and Testing
Requirements Sheet
Page 2 of 47 Process Industry Practices

COMPLETE REVISION PIP PCSPS001
December 2007 Packaged Equipment Instrumentation Specification
2.2 Industry Codes and Standards
• American Petroleum Institute (API)

– API RP 520 - Sizing, Selection, and Installation of Pressure Relieving Devices in
Refineries
– API RP 521 - Guide for Pressure Relieving and Depressuring Systems
– API RP 576 - Inspection of Pressure Relieving Devices
– API Std 670 - Machinery Protection Systems
– API/ANSI 2530 - Natural Gas Fluids Measurement: Concentric, Square-Edged
Orifice Meters, Part 1 - General Equations and Uncertainty Guidelines
• American Society of Mechanical Engineers (ASME)
– ASME/ANSI B1.20.1 - Pipe Threads, General Purpose (Inch)
– ASME MFC-3M - Measurement of Fluid Flow in Pipes Using Orifice, Nozzle, and
Venturi
– ASME PTC 19.3 - Performance Test Code - Test Measurement
– ASME Boiler and Pressure Vessel Code
– Section I - Power Boilers
– Section IV - Heating Boilers
– Section VIII - Pressure Vessels
• American Society for Testing and Materials (ASTM)
– ASTM A269 - Standard Specification for Seamless and Welded Austenitic
Stainless Steel Tubing for General Service
• Fluid Controls Institute (FCI)
– FCI/ANSI 70-2 - Quality Control Standard for Control Valve Seat Leakage
• International Electrotechnical Commission (IEC)
– IEC Std 751 - Industrial Platinum Resistance Thermometer Sensors
• ISA
– ISA S20 - Specification Forms for Process Measurement and Control Instruments,
Primary Elements and Control Valves
– ANSI/ISA S84.00.01-2004 (IEC 61511-1-MOD) - Application of Safety
Instrumented Systems for the Process Industries
• National Fire Protection Association (NFPA)
– NFPA 70 - National Electrical Code (NEC)
– NFPA 85 - Boiler and Combustion Systems Hazards Code
2.3 Government Regulations
Federal Standards and Instructions of the Occupational Safety and Health Administration
(OSHA), including any requirements by state or local agencies that have jurisdiction
where the equipment will be installed, shall apply.

• US Department of Labor, Occupational Safety and Health Administration (OSHA)

– OSHA 29 CFR 1910 - Occupational Safety and Health Standards
• US Environmental Protection Agency (EPA)
– EPA 40 CFR Part 60 - Standards of Performance for New Stationary Sources
– EPA 40 CRF Part 63 - National Emission Standards for Hazardous Air Pollutants
for Source Categories
3. Definitions
AC safety ground: The grounding system required by NEC Article 250 to provide protection for
personnel and electrical equipment. The instrument ground bus is connected to the AC safety
ground in accordance with NEC requirements.
automated valve: A valve equipped with a pneumatic, electric, electro-hydraulic, or hydraulic

actuator designed to operate from a source of motive power
as built: Denotes the exact condition of packaged equipment at the time of completion of the Site
Acceptance Test (SAT)
as shipped: Denotes the condition of packaged equipment as it left the supplier
fiberglass: Denotes fiberglass reinforced plastic (FRP)
Instrument Ground Bus (IGB): Grounding system for all instrumentation signals that is
independent from the AC safety ground and connected to a high-quality earth ground. The IGB is
tied to the AC safety ground at only one point (near a high-quality earth ground) in accordance
with the NEC. The IGB is isolated from all other grounds.
instrument building: The term instrument building is used to indicate a walk-in type structure.
This includes rack rooms, remote instrument buildings, or any completely enclosed structure that
houses control equipment.
owner: The party who owns the facility wherein the instrumentation will be used
packaged equipment: An item or items of equipment, including ancillary and auxiliary devices,
that normally requires engineering, assembly, piping, and wiring. Packaged equipment can
further be defined as having the following characteristics:
a. Can be stand-alone, but is usually designed and built to enable or support a primary
process
b. Shop built, structurally integrated, and transportable as a unit
c. Capable of operation once integrated with the main process piping and utilities
d. Has operational complexity that may require a basic regulatory control system and an
alarm/shutdown system that monitors and protects its own health and safety
e. Has a control system of sufficient complexity to require an engineered design
purchaser: The party who awards the contract to the supplier. The purchaser may be the owner or
the owner’s authorized agent.

Safety Instrumented Systems (SIS): System composed of sensors, logic solvers, and final control
elements for the purpose of taking the process to a safe state if predetermined conditions are
violated. Other terms commonly used include Emergency Shutdown System (ESS), Safety
Shutdown System (SSD), and safety interlock system.
supplier: The party responsible for providing the instrumentation
4. Requirements
4.1 Control System Parameters

4.1.1 General
4.1.1.1 Instrumentation for packaged equipment shall be integrated with the
overall plant process control system.
4.1.1.2 The control philosophy shall require owner review and approval. Owner
approval shall not relieve supplier of the responsibility of furnishing safe
and functional equipment that meets all performance requirements.
4.1.1.3 Unless otherwise specified, owner/engineering contractor/supplier
coordination meeting shall be required to define, review, and approve
operational specification and programming approach.
4.1.1.4 Unless specified otherwise on purchaser’s PIP PCSPS001-D Data Sheet,
a complete instrumentation control system shall be provided.
4.1.1.5 Instrument ranges, pressure ratings, and materials of construction shall
be based on specified fluid properties, operating conditions, and design
constraints.
4.1.2 Packaged Control System to Process Control System (PCS)
Interface
4.1.2.1 Packaged equipment operated from a vendor-supplied control system
shall provide information to these systems by way of hard wire (analog
or discreet signals) and/or a serial digital communications link to permit
monitoring and safe operation of the equipment package.
4.1.2.2 If the owner specifies the use of a PCS, local Programmable Logic
Controller (PLC), or remote PLC, required instrumentation and
interfaces shall be provided and integrated into the overall control
system. Content and method of integration shall require owner approval.
4.1.2.3 Protocols and formats for the communication interface shall be as
defined on the completed purchaser’s PIP PCSPS001-D Data Sheet.
4.1.2.4 See the control systems section of the purchaser’s PIP PCSPS001-D
Data Sheet for requirements on location of instrumentation that monitors
rotating equipment for speed, vibration, and temperature.
4.1.2.5 The failure mode of any instrument or related component shall take the
packaged equipment to a safe state.

4.1.3 Pneumatic Instruments

4.1.3.1 Pneumatic instruments shall operate with a nominal 20 psig air supply
and 3-15 psig input and output signals.
4.1.3.2 Each pneumatic instrument shall have an individual air supply complete
with shutoff valve and air set (air filter/regulator with output gauge).
4.1.3.3 Pneumatic instruments shall fail safe on supply failure.
4.2 Instrumentation - General

4.2.1 Design
4.2.1.1 All instrument process connections shall conform to the piping
specification. See Section 4.15.2.
4.2.1.2 Dedicated, independent instrument process connections shall be used for
process measurements that are part of SIS or where required to enhance
reliability.
4.2.1.3 Design, material, equipment, and installation shall meet the specified
electrical area classification.
4.2.1.4 Process transmitters shall be used preferentially to process switches
(e.g., level, flow, pressure, temperature, etc.).
4.2.1.5 Use of process activated switches (level, flow, pressure, temperature,
etc.) shall be approved by owner.
4.2.1.6 Except for orifice meter flange sets which shall be ANSI Class 300
minimum, instrument flange ratings shall be as specified in the
applicable vessel/pipe specification.
4.2.1.7 Instruments supplied shall be in accordance with owner’s approved
manufacturer list.
4.2.1.8 All material and equipment shall be new and certified as such.
4.2.1.9 Materials shall be suitable for the process and environmental conditions
specified.
4.2.1.10 Instruments and instrument components in contact with the process
medium shall be of a suitable material. If not specified, Type 316
stainless steel shall be used as a minimum.
4.2.1.11 Valves, regulators, and level instrument chambers shall not have cast
iron bodies.
4.2.1.12 Instruments shall not contain mercury.
4.2.1.13 Instrumentation and control system shall be fully assembled, piped, and
wired except as noted in Section 4.2.1.14.
4.2.1.14 Instruments that require field installation and items that were removed
and shipped loose shall be identified on the drawings, packing lists, and
on the item itself.
4.2.1.15 All instrument equipment shall be provided, enclosed in
environmentally appropriate housings.

4.2.2 Instrument Installation

4.2.2.1 Instrumentation shall be installed in accordance with:
a. This Practice
b. Installation drawings in PIP PCIDP100, PIP PCIPR100,
PIP PCIEL000, PIP PCIFL000, and PIP PCILI100
c. Instrument manufacturer’s instructions
4.2.2.2 Instruments shall be located and installed such that:
a. Accuracy and reliability are not impaired due to vibration,
pulsation, temperature, or contamination.
b. Device readability, functional operation, and maintainability are
best satisfied.
c. The length of instrument impulse lines connected to process
pipelines or equipment is minimized.
d. Personnel can easily and safely inspect and perform maintenance
and repair (e.g., not under grating or in any place or manner not
providing a safe footing).
4.2.2.3 To ensure accessibility, instruments (e.g., transmitters and control valves
including their isolation valves) shall be positioned to satisfy one of the
following conditions:
a. No higher than 1.8 meters (6 feet) above unobstructed skid deck
level and no lower than 0.6 meters (2 feet) above skid deck surface
b. No more than 1.5 meters (5 feet) vertically or 0.3 meters (1 foot)
horizontally and 1.2 meters (4 feet) vertically from an elevated fixed
platform (skid deck). Minimum height location above a fixed
platform is 0.3 meters (1 foot).
c. No greater than 0.5 meters (1.5 feet) from fixed ladders
4.2.2.4 Instruments requiring frequent calibration or maintenance (e.g., in-line
meters, analyzers, sample systems, and safety system instruments) that
are not accessible from grade or an existing fixed platform shall have a
service platform.
4.2.2.5 Temperature indicators, temperature sensors, and pressure gauges shall
normally be line-mounted or direct-mounted on equipment.
4.2.2.6 Instruments in steam, liquid, liquid-sealed, or condensing service shall be
positioned below the process connection point.
4.2.2.7 Instruments in gas or vapor service shall be positioned above their
process connection point.
Comment: Instruments having purged impulse lines and seal loops
may be mounted above or below process connection.
4.2.2.8 Local instruments that are not line-mounted shall be supported using
prefabricated 50 mm (2-inch) SCH 40 pipestands.

4.2.2.9 Pipestands shall be:

a. Securely anchored
b. Of rigid construction
c. Plugged or sealed at top of the pipe to prevent water entry
d. Provided with a 6 mm (1/4-inch) hole above the base plate to allow
water drainage
e. Constructed in accordance with PIP PCFGN000 and
PIP PCIGN100
f. Not mounted on rails
4.2.2.10 Multiple instruments in close proximity to one another shall be
supported with a single pipestand.
4.2.2.11 Welded areas, drilled holes, and pipe threads on galvanized steel
pipestands shall be prepped and sprayed with cold galvanizing.
4.3 Flow
4.3.1 General
4.3.1.1 Custody transfer and precision flow measurement requirements are not
covered by this Practice.
4.3.1.2 Materials shall be suitable for the process and environmental conditions
specified.
4.3.1.3 See the completed purchaser’s PIP PCSPS001-D Data Sheet for flow
measurement technology requirements.
4.3.2 Sizing Flow Instruments
4.3.2.1 Flow calculation methods shall require owner approval.
4.3.2.2 Calculations for sizing concentric square-edged orifice meters shall:
a. Comply with API/ANSI 2530
b. Result in normal flow readings that are between 65% and 80% of
process maximum flow
4.3.2.3 For other types of flow meters, instrument manufacturer’s sizing and
calculation methods shall be used.
4.3.3 Orifice Meter Measurement
4.3.3.1 Orifice plate material shall be Type 316 stainless steel unless another
material is required for process reasons.
4.3.3.2 Orifice plate style shall be square edge type for use in orifice flange sets.
4.3.3.3 Orifice plates in horizontal 50 mm (2-inch) or larger piping shall have:
a. Drain holes in gas service having entrained liquids
b. Vent holes in liquid service having entrained gas

c. Effects of such holes on measurement accuracy noted or

compensated for in calculations
4.3.3.4 Orifice plates shall be installed in orifice meter flange sets.
4.3.3.5 Orifice meter flange sets shall:
a. Be ANSI Class 300 minimum rating
b. For differential pressure transmitters, have flange taps with screwed
or welded connections as required by the piping specification
4.3.3.6 Orifice meter runs shall be located in horizontal plane piping.
4.3.3.7 Orifice meter runs in vertical plane piping shall require owner approval.
4.3.3.8 For vertical lines, the direction of flow shall be through the orifice plate
downward for wet gases and saturated steam, and upward for liquids
containing vapor.
4.3.3.9 Minimum pipe size for orifice meter runs shall be 40 mm (1-1/2 inches).
4.3.3.10 The use of integral orifices, if required for flow metering in line sizes
smaller than 40 mm (1-1/2 inches), shall require owner approval.
4.3.3.11 Orifice meter straight run requirements shall be in accordance with
ASME MFC-3M or API/ANSI 2530 using a Beta ratio (ratio of orifice
bore diameter to pipe internal diameter) greater than or equal to 0.2 and
less than or equal to 0.7.
4.3.3.12 Use of straightening vanes shall require owner approval.
4.3.3.13 Thermowells used for temperature correction of flow measurement data
shall be located 5 to10 pipe diameters downstream of the orifice plate
flow element.
4.4 Level and Interface

4.4.1 General
4.4.1.1 Level and interface instruments shall:
a. Be directly connected to vessels or standpipes
b. Not be connected to process flow lines
4.4.1.2 Use of capacitance, nuclear, or non-contact level instruments (e.g., sonic,
microwave, or radar level sensing types) shall require owner approval.
4.4.1.3 Float or probe chambers and standpipes shall conform to the most
stringent piping specifications of the piping connected to the vessel.
4.4.1.4 Connections between vessels and level instruments shall be:
a. Evaluated for stress caused by level assembly weight
b. Checked for possible vibration stresses
c. Supported, if required
4.4.1.5 Piping from vessel to standpipe or level instruments shall not have traps
or pockets.

4.4.1.6 Piping from level gauges and external displacer type level instruments
shall be self-draining into a vessel or standpipe.
4.4.1.7 External standpipes shall not be used for services with process
temperatures below -40°C (-40°F).
4.4.1.8 Level instruments for services with process temperatures below -40°C
(-40°F) shall be individually connected directly to the vessel and shall
require owner approval.
4.4.1.9 Level instruments for interface services shall be individually connected
directly to the vessel block valve.
4.4.1.10 A block valve shall be located between the vessel connection and the
level instrument unless the instrument is designed to be mounted inside
the vessel.
Comment: If a block valve is not provided, the instrument can only
be maintained if the vessel can be taken out of service.
4.4.1.11 Externally mounted instruments are preferred over internally mounted
instruments. Owner approval is required for installations where the
instrument is mounted inside the vessel.
4.4.1.12 Flush diaphragm instruments may be installed without valves with
owner approval.
4.4.1.13 Probes that are internal to a vessel shall be approved for the electrical
area classification inside the tank (typically Class I; Groups B, C, or D;
Division 1).
4.4.1.14 Installations that require internal mounting of level sensor assembly
shall require owner approval.
4.4.1.15 Differences in specific gravity between the vessel contents and the
external level piping or sealing fluids shall be taken into consideration
for calibration of the level instrument.
4.4.1.16 Selection of field mounted level instruments for highly toxic services
(listed in Appendix A of OSHA 1910.119) shall require owner’s
approval.
4.4.1.17 Unless specified otherwise by owner, level gauges shall span the
vessel’s anticipated maximum operating level range, including
associated transmitters and level switches.
4.4.1.18 See Section 4.15.2 for process connection requirements.
4.4.1.19 Level transmitters and level gauges shall be piped so that they can be
independently isolated for maintenance. A single valve that will disable
both the transmitter and the gauge shall not be permitted.
4.4.2 Differential Pressure Level Instruments
4.4.2.1 See purchaser’s PIP PCSPS001-D Data Sheet for level span calculation
basis.

4.4.2.2 Unless the impulse lines are purged, level transmitters shall be mounted
at or below the centerline of the high-pressure nozzle (lower nozzle on
vessel).
4.4.2.3 Differential pressure level transmitters that have a filled low leg
(connected to the top process connection) shall be installed and piped so
that the fluid can be filled from the bottom and have a vent at the top to
insure the leg is completely full.
4.4.2.4 The diaphragm seal fluid, seal leg fluid, and purge fluid shall be
compatible with the process fluid and ambient temperature extremes.
4.4.2.5 Installation of level transmitter remote diaphragm seals shall be in
accordance with the following:
a. Transmitters shall be mounted at or below the high-pressure nozzle
(vessel lower nozzle).
b. Provisions shall be made for relieving pressure between the block
valve and the diaphragm seal for calibration and maintenance.
c. Remote diaphragm seals used in vacuum service applications shall
be specifically designed for vacuum service by the manufacturer.
d. Fill fluid shall be rated for maximum temperature and maximum
vacuum conditions.
e. Capillaries shall be in accordance with the following:
1) Capillary tubing shall be of sufficient length to account for
routing requirements.
2) Capillary tubing shall be armored.
3) Capillary tubing shall be furnished in manufacturer’s
standard lengths.
4) Long capillary lines shall be protected from exposure to

sunlight and other external heat sources which can cause
errors in measurement even in compensated systems.
5) Capillary tubing seal legs shall be mechanically protected

and adequately supported to prevent sagging.
6) Excess capillary tubing shall be coiled at the receiving

device.
7) Capillary lines shall be routed away and/or insulated if

located near steam or high temperature heat transfer media
jackets on a vessel or other high temperature sources.
8) Capillary length of both seal legs shall be identical on

differential pressure transmitter remote seals.

4.4.3 Displacement Instruments

4.4.3.1 Displacement type level instruments shall not be used for the following
applications:
a. Extremely viscous materials
b. Services which have agitated fluids
c. Services that coat or build up deposits on the displacer or rod
d. Any service that requires purging to prevent:
1) Plugging and/or sticking
2) Excessive condensation or vaporization of fluids in the

chamber due to temperature differences between the vessel
and level displacer chamber
4.4.3.2 If displacement type level measurement range exceeds 1.2 meters
(48 inches), application shall require owner approval.
4.4.3.3 Displacement type level transmitters shall have rotatable heads.
4.4.3.4 Displacement type level transmitters and switches in services with
process liquid temperatures below minus 18°C or above 204°C (below
0°F or above 400°F) shall have air fins or other means of isolating the
device from the process temperature in accordance with the
recommendations of the transmitter/switch manufacturer.
4.4.3.5 Displacer chambers shall have a Maximum Allowable Working Pressure
(MAWP) equal to or greater than that of the vessel.
4.4.3.6 Displacer chambers shall have vents and drains.
4.4.3.7 Displacer chambers shall be isolated and vented or the level instrument
shall be removed during vessel hydrotest to prevent possible displacer
damage.
4.4.3.8 Displacer element assembly shall be in accordance with the following:
a. Wetted parts, element, hanger rod, torque tube or springs, and
assembly components shall be compatible with the process fluid.
b. Displacer element shall be freely suspended in the liquid (i.e., it
shall not contact the bottom or sides of the chamber or any process
material buildup in the chamber).
c. The displacer element must be installed vertically and meet the
requirements of the displacer manufacturer.
d. For measuring liquid-liquid interface, the displacer element shall be
completely submerged.
4.4.3.9 If the liquid-liquid interface level measurements are taken using standard
displacers, the difference in specific gravity between the two liquids shall
be greater than 0.1.

4.4.3.10 Applicability of displacer instruments for interface measurements shall

be verified with the instrument manufacturer.
4.4.3.11 See Section 4.15.2 for process connection requirements.
4.4.4 Level Switches
4.4.4.1 Level switch type shall be approved by owner.
4.4.4.2 Installation of level switches shall provide for on-line testing and
maintenance of each switch.
4.4.5 Level Gauges
4.4.5.1 Gauges shall have vent and drain valves.
4.4.5.2 Installation shall include provisions for isolating and blocking in the
gauge to allow for cleaning.
4.4.5.3 Tubular glass gauges shall not be used in process applications.
4.4.5.4 Magnetic gauges shall be used for flammable, corrosive, or toxic
applications if:
a. The ASME flange rating is 600 lbs. (DIN flange rating is PN 40)
and above
b. The process temperature is 204°C (400°F) and higher
c. The visible measurement length is greater than 1.2 meters
(48 inches)
4.4.5.5 Magnetic gauges shall not be used in dirty or plugging service.
4.4.5.6 A magnetic gauge internal float shall be:
a. Compatible with the process fluid
b. Fully operable and accurate over the anticipated specific gravity
range of the fluid
c. Suitable for the maximum operating press of the vessel
d. Suitable for the maximum process fluid temperature
4.4.5.7 Reflex glass gauges shall have a minimum pressure/temperature rating of
69 barg at 316°C (1000 psig at 600°F).
4.4.5.8 For reflex glass gauges and transparent glass gauges, tempered
Borosilicate, Pyrex®, or equal glass shall be used in applications at or
below 316°C (600°F).
4.4.5.9 Transparent glass gauges shall:
a. Have a minimum pressure/temperature rating of 41 barg at 316°C
(600 psig at 600°F)
b. Comply with the ASME Boiler and Pressure Vessel Code Section I,
Part PG-60 and other applicable codes if used in boiler steam drum
service

c. Have mica shields in:

1) Boiler steam drum service rated at 41 barg (600 psig) or
greater
2) Caustic services
d. Have plastic frost shields for applications in which the process
liquid temperature is below 0°C (32°F)
4.4.5.10 If a level gauge and level transmitter are installed for the same service,
level gauge taps shall be located such that the gauge’s visible range
equals or exceeds the total span of the transmitter.
4.5 Pressure
4.5.1 General
4.5.1.1 Pressure measuring elements shall be compatible with the process and
shall be a minimum Type 316 stainless steel.
4.5.1.2 The static head in the sensor line shall be considered in the measurement.
4.5.1.3 Pressure measurement points shall meet the following criteria:
a. Gas or vapor service:
1) Top or side taps shall be used.
2) Impulse lines shall slope continuously downward from the
transmitter to the root valve so that the lines are self-
draining. Minimum slope shall be 100 mm per meter (one
inch per foot).
3) Tubing shall be routed above process line.
4) Transmitters shall be mounted above the pressure taps.
b. Liquid and condensing service:
1) Side taps shall be used.
2) Transmitters shall be mounted below the pressure taps.
3) Impulse lines shall slope continuously upward from the
transmitter to the root valve so that the lines are self-venting.
Minimum slope shall be 100 mm per meter (one inch per
foot).
4) Pressure control taps shall be located a minimum of 10 pipe
diameters from the pressure control valve.
4.5.1.4 Pressure instruments shall have diaphragm seals specified on purchaser’s
PIP PCSPS001-D Data Sheet or if used in any of the following service
conditions:
a. Viscous fluids
b. Slurries
c. Corrosive applications for fluids not compatible with measuring
element material

4.5.1.5 Pressure transmitters and liquid filled pressure gauges shall have integral
pulsation dampeners in the following services:
a. Inlet and discharge of reciprocating pumps
b. Suction and discharge of reciprocating compressors
c. Discharge of positive displacement pumps
d. Other pulsating services
4.5.2 Pressure Gauges
4.5.2.1 Pressure gauges in process services shall have:
a. 100 mm (4-1/2 inch) minimum dial
b. White face with black markings
c. Back blowout protection
d. Process connection of 1/2-inch male NPT (G ½ B Male) with
wrench flats
e. Wetted parts that are Type 316 stainless steel, unless specified
otherwise
f. All stainless steel rotary movement
g. Shatterproof glass window
h. Weatherproof and corrosion resistant cases
i. If measuring pulsating pressure, liquid filled or dampened
movements
j. Over-range travel stop
4.5.2.2 Ranges shall be selected such that:
a. Nominal working pressure is between 30% and 70% of scale range
b. Maximum working pressure does not exceed the scale range
4.5.2.3 Unless more stringent requirements are specified, pneumatic instruments
having manufacturer’s standard integral pressure gauges shall be
provided.
Comment: Examples of pneumatic instruments are local controllers
and valve positioners.
4.5.3 Pressure Switches
4.5.3.1 Use of pressure switches shall require owner approval.
4.5.3.2 Pressure switches shall not be used in process services above 21 barg
(300 psig).
4.5.3.3 Pressure switches shall be installed with a dedicated, valved process
connection.
4.5.3.4 Pressure switches in pulsating or vibrating services shall not be line-
mounted.

4.5.3.5 Pressure switch diaphragm type process sensing units shall be of all
welded construction.
4.6. Temperature
4.6.1 General
4.6.1.1 Use of temperature switches shall require owner approval.
4.6.1.2 Temperature elements shall be provided as complete assemblies,
including element, thermowell, and termination head.
4.6.1.3 Thermowell connection types (welded, screwed, or flanged) shall be
determined by the applicable piping specification.
4.6.1.4 Thermocouples/Resistance Temperature Detectors (RTDs) shall be
stainless steel (or Inconel) sheathed, mineral-insulated construction.
4.6.1.5 Except as specified in Section 4.6.1.6, process temperature sensing
devices shall be mounted in thermowells.
4.6.1.6 Temperature sensing devices for machinery bearing and skin temperature
measurements (e.g., compressor bearings and boiler tube surfaces,
respectively) shall not require thermowells.
4.6.1.7 Except as specified in Section 4.6.1.8, process service temperatures shall
be measured using thermocouples/RTDs and transmitters.
4.6.1.8 With owner approval thermocouples/RTDs may be directly wired to
locally mounted electronic devices (temperature controllers/indicators,
PLCs, etc.).
4.6.1.9 A dual temperature element shall not be used to provide separate signals
to different instruments or redundant inputs to a logic control system.
4.6.1.10 Thermocouple/RTD termination heads shall:
a. Be weatherproof
b. Be of rugged construction (such as cast aluminum)
c. Have a minimum of three terminals for thermocouples, four for
RTDs
d. Have 3/4-inch NPT (M20) electrical connections
4.6.1.11 See typical temperature thermowell fabrication details in
PIP PCFTE000.
4.6.2 Thermocouples
4.6.2.1 Thermocouple types shall be as specified on purchaser’s
PIP PCSPS001-D Data Sheet.
4.6.2.2 Thermocouples shall be grounded, unless a specific application design
requires ungrounded elements.
4.6.2.3 Dual thermocouples, if used, shall both be terminated in the head.

4.6.3 Resistance Temperature Detectors

Process temperature and machinery bearing and motor winding temperature
RTDs shall:
a. Be three- or four-wire construction, as specified on the completed
purchaser’s PIP PCSPS001-D Data Sheet
b. Be a standard 100 ohms platinum RTD
c. Have a temperature coefficient of 0.00385 ohms/ohm/°C
d. Be in accordance with IEC Std 751 (equivalent to DIN 43760, ASTM 1137)
4.6.4 Filled Systems
Use of filled thermal system instruments shall require owner approval.
4.6.5 Thermowells
4.6.5.1 Thermowells shall not be located between suction screens and inlets of
pumps, compressors, or turbines.
4.6.5.2 Construction of thermowells shall:
a. Be of minimum Type 316 stainless steel material, except if process
conditions require other alloys
b. Be fabricated from solid barstock
c. For thermocouples and RTD sensors, have a bore diameter of 7 mm
(0.26 inch)
d. Have process connections in accordance with Table 2, Section 4.15
e. Have a body that meets or exceeds piping specifications including:
1) If flanged, the flange rating
2) Body and flange of the same material

4.6.5.3 Owner’s material specialist shall be consulted for requirements on
“weld-in” thermowells on piping in services above 343°C (650°F).
4.6.5.4 Suitability of thermowell lengths with regard to fluid velocity shall be
confirmed.
4.6.5.5 If practical, a thermowell shall be installed in a piping elbow pointed
toward the flow.
4.6.5.6 A thermowell shall not be installed in a piping location where stagnation
of the flow stream is possible.
4.6.5.7 Consideration shall be given to fluid velocity impact on thermowells.
Calculations shall be performed using ASME PTC 19.3 if thermowells
are installed perpendicular to the flow and velocities exceed those listed
in Table 1.

Table 1 – Allowable Velocities for Thermowells

Insertion Length
115 mm 190 mm 265 mm
(4-1/2 inch) (7-1/2 inch) (10-1/2 inch)
Gas Velocity (MPS) (FPS) 37 (120) 24 (80) 15 (50)
Water Velocity (MPS) (FPS) 15 (50) 9 (30) 6 (20)
Notes:
1. The velocity values shown above are for a tapered Type 316 stainless
steel thermowell with 7 mm (0.260 inch) bore and a 5/8" tip diameter. The
tabulation is intended to be used only as a guide since velocities vary with
different thermowell constructions and service conditions. These velocities
are based upon:
a. Gas velocity based upon flowing air at standard operating conditions:
15.5°C (60°F) and 101.3 kPa (14.7 psia)
b. 25 mm (1-inch) screwed connection thermowells
c. The insertion length is the unsupported length assumed to all be
exposed to the air flow.
d. See PIP PCFTE000 for thermowell construction.
2. These are conservative values based on thermowells inserted into a pipe
perpendicular to the flow. These values may be increased for low
molecular weight gases.
3. For thermowells inserted in an elbow with the flow parallel to the
longitudinal axis of the thermowell, velocity-induced vibration is normally
not a consideration.
4. These velocities may be exceeded where calculations for that process
application allow higher velocity.
4.6.5.8 Thermowells shall be fabricated in accordance with PIP PCFTE000.

4.6.6 Indicators
4.6.6.1 Temperature indicators shall be:
a. Bimetallic dial thermometers for local indications
b. Electronic circuitry with digital readout for local panels
c. From temperature transmitter outputs for remote indications
4.6.6.2 Dial thermometers shall be in accordance with the following:
a. Bimetallic design
b. Every-angle construction
c. Stainless steel material
d. 6 mm (1/4-inch) stem diameter
e. External pointer adjustment
f. Dial size of 125 mm (5 inches)
g. White dial with black markings
h. Calibration in °C or °F as specified on the completed purchaser’s
PIP PCSPS001-D Data Sheet

i. Standard scale ranges that place normal operating temperature in the

middle third of scale
j. Industry standard stem lengths
k. Mechanical stops
l. Mounted in matching thermowells that are in accordance with the
requirements listed in Section 4.6.5
4.7 Analytical Instruments

4.7.1 Analytical instrumentation selection and installation drawings shall require
owner approval.
4.7.2 Installation of analytical instruments shall be in accordance with manufacturer’s
recommendations.
4.7.3 Analyzer systems shall be as specified on purchaser’s PIP PCSPA002-D Data
Sheet, PIP PCSPA001, and PIP PCSPA002.
4.8 Transmitters
4.8.1 General
4.8.1.1 Transmitters shall be smart types with outputs (analog or digital) as
specified on the purchaser’s PIP PCSPS001-D Data Sheet.
4.8.1.2 Pressure and differential pressure transmitters shall have a vent/drain
port.
4.8.1.3 Use of remote diaphragm seals with capillary tubing shall require owner
approval.
4.8.1.4 Use of pneumatic transmitters shall require owner approval.
4.8.1.5 See Section 4.15.2 for process connections.
4.8.2 Materials
4.8.2.1 Unless specified otherwise, pressure and differential pressure transmitter
process flanges, body material, and bolts shall be Type 316 stainless
steel.
4.8.2.2 Unless specified otherwise, all wetted parts of transmitters, pressure
gauges, etc., including ancillary equipment, shall be Type 316 stainless
steel.
4.9 Controllers
4.9.1 Selection
4.9.1.1 See the purchaser’s PIP PCSPS001-D Data Sheet for type and location
of the instrument control system.

4.9.1.2 Packaged equipment controls shall be electronic and distributed in

systems in accordance with the following:
a. Unless impractical, process and auxiliary system Proportional
Integral Derivative (PID) control loops and simple logic functions
(non-safety system) shall use PCSs provided by others.
b. Systems that require logic sequencing or sequencing programs shall
use a PLC system in accordance with PLC section requirements in
lieu of relay logic.
c. Systems that cannot be controlled by a PCS or a supplied PLC,
either from a technical standpoint or proprietary algorithm (e.g.,
surge controllers or vibration monitoring systems), shall use special
controllers designed for that purpose.
d. Unless specified otherwise, special product controllers shall be
capable of bi-directional communication with owner’s system.
Protocol must be specified or approved by the owner.
4.9.1.3 Controllers shall be in accordance with the requirements of Section 4.1.2.
4.9.1.4 Packaged equipment control systems that interface with a PCS or that
include a PLC, special controller, or electronic governor and the
associated programming required for such systems shall require owner
review and approval.
4.9.2 Monitoring Systems
If specified, vibration/temperature monitoring systems for rotating machinery,
shall be in accordance with API Std 670.
4.9.3 Programmable Logic Controllers
4.9.3.1 Packaged equipment PLC manufacturer and model shall require owner
approval.
4.9.3.2 A serial data link shall be provided in accordance with Sections 4.1.1.3
and 4.1.2.3.
4.9.3.3 PLC programming and configuration shall be provided.
4.9.3.4 A programming tool (handheld or PC software) shall be provided for the
PLC as specified on the purchaser’s PIP PCSPS001-D Data Sheet.
4.9.4 Local Controllers
Use of local controllers shall require owner approval.
4.10 Automated Valves

4.10.1 General
4.10.1.1 Motor-operated valves shall be in accordance with PIP ELSPS01.
4.10.1.2 Control valves shall be specified in accordance with PIP PCSCV001.

4.10.1.3 Automated valves shall be in accordance with the piping specification

with the following limitations:
a. Unless approved by owner, valves shall not be cast iron, brass, or
bronze.
b. Valves ANSI Class 125 or flanges ANSI Class 250 shall not be
used.
4.10.1.4 Automated valves installed in lines smaller than 25 mm (1 inch) shall be
line sized.
4.10.1.5 Valves in line sizes 25 mm (1 inch) and larger shall have a minimum
valve body size of 25 mm (1 inch), but not less than half the pipe size.
4.10.1.6 Globe valves are generally preferred for modulating services on
packaged equipment systems. Rotary style valves may be considered if
their unique qualities of high capacity, low cost, and small size do not
conflict with design requirements.
4.10.1.7 Use of separable flanges shall require owner approval.
4.10.1.8 If valves with separable flanges are used, the valves shall be equipped
with zinc-plated or stainless steel retaining rings.
4.10.1.9 Seat leakage of automated valves shall be in accordance with FCI/ANSI
70-2 standards.
4.10.1.10 Automated valves shall be in accordance with the specified shutoff
class.
a. ANSI Class II shall be supplied as a minimum for throttling valves.
b. ANSI Class IV shall be supplied as a minimum for quarter turn and
isolation valves.
4.10.1.11 Control valves shall have positioners.
4.10.1.12 Electro-pneumatic positioners shall be control valve manufacturer’s
standard.
4.10.1.13 Unless otherwise specified, ball or rotary valves shall be preferred for
on-off service.
4.10.1.14 Use of automated gate valves shall require owner approval.
4.10.1.15 Face-to-face dimensions shall be in accordance with ANSI/ISA
standards.
4.10.1.16 Use of multiple valves with a common actuator and linkage requires
owner approval.
4.10.1.17 Control valve body sizes shall not be 32 mm (1-1/4 inch), 65 mm
(2-1/2 inch), 90 mm (3-1/2 inch), or 125 mm (5 inch).
4.10.2 Sizing
4.10.2.1 Control valves shall be sized to control flow in accordance with the
following criteria:
a. Normal flow rates at 50% to 80% of maximum opening of the valve

b. Maximum expected flow rates at no more than 90% of the fully

open position
c. Minimum flow rates at no less than the 10% open position
d. Calculated flow rates using the anticipated valve differential
pressure
4.10.2.2 Sizing of control valves shall be in accordance with ISA standard valve
sizing equations or sizing programs of approved valve manufacturers.
4.10.3 Noise Considerations
4.10.3.1 Noise level produced by control valves shall be in accordance with
OSHA 1910.95.
4.10.3.2 Owner shall be advised if calculated noise level exceeds 82 dBA.
4.10.3.3 Calculated noise level shall not exceed 115 dBA.
4.10.4 Packing
4.10.4.1 Packing for automated valves shall be:
a. Teflon or glass-filled PolyTetraFluoroEthylene (PTFE) for services
with operating temperatures up to 232°C (450°F)
b. Graphite-based for services with operating temperatures above
232°C (450°F)
4.10.4.2 Control valves in Volatile Organic Compound (VOC) services regulated
by the EPA shall have fugitive emission packing. (Reference EPA 40
CFR Part 60 and Part 63.)
4.10.4.3 Control valves shall have bellows seals if specified.
4.10.5 Actuators
4.10.5.1 Automated valve actuators shall be spring return pneumatic diaphragm
or piston.
4.10.5.2 Actuators shall be designed to meet control, shutoff, and start-up
requirements with the specified minimum pressure air supply available.
Comment: For process conditions, use maximum inlet pressure and
zero outlet pressure (i.e., must accommodate start-up
conditions).
4.10.5.3 Actuator design shall allow the automatic valve to fail in the designated
direction on loss of either the control signal or the air supply to the
actuator. Valve failure shall be the same for loss of either the signal or
the air supply.
4.10.5.4 Use of rack and pinion piston actuators for modulation services shall
4.10.5.5 Nominal diaphragm spring ranges shall be 0.2 to 1.0 barg (3 to 15 psig)
or 0.4 to 2.0 barg (6 to 30 psig).

4.10.5.6 Except as specified in Section 4.10.5.7, piston actuators in on-off

services shall be spring return design.
4.10.5.7 Piston actuators for on-off services may utilize pneumatic return design
on large valves where spring return is not commercially available or
economical. A capacity tank may be required to ensure the valve failure
in the designated direction.
4.10.5.8 Use of capacity tanks to ensure fail safe operation shall require owner
approval and shall require special documentation.
(See PIP PCDPS001.)
4.10.5.9 Use of the following types of automated valve actuators shall require
owner approval:
a. Electric, with the exception of solenoid operated valves
b. Electro-hydraulic
c. Hydraulic
4.10.6 Automated Valve Accessories
4.10.6.1 Automated valve accessories shall be selected from list of owner’s
approved manufacturers.
4.10.6.2 Limit switches shall be in accordance with PIP PCCEL001.
4.10.6.3 Accessories and accessory mounting plates shall:
a. Be mounted using mounting bosses provided on valve
b. Not be mounted using valve bonnet or yoke mounting bolts
4.10.6.4 Accessories (e.g., I/P transducers, positioners, quick exhaust devices,
etc.) shall be:
a. Provided and mounted by valve manufacturer (if feasible)
b. Tubed in accordance with Section 4.15
4.10.7 Automated Valve Installation
Automated valves and accessories shall be installed to prevent stresses from:
a. Thermal expansion of piping
b. Weight-induced strain from an unsupported line
4.11 Pressure Regulators

4.11.1 Pilot-operated and self-operated pressure regulators shall be used only for
auxiliary services (e.g., lube oil pressure, air and nitrogen regulators, nitrogen,
gas blanketing, and burner and pilot pressure services).
4.11.2 Pressure regulator flange and body ratings shall be equal to or exceed shut-in
pressures caused by closure of downstream block valves.
4.11.3 Pressure regulator internal parts that may be damaged by shut-in pressures
arising from closure of downstream block valves shall be protected by
installation of a separate relief valve in accordance with Section 4.14.6.

4.11.4 Internal venting shall not be used to satisfy shut-in pressure relief requirements.
4.11.5 Venting of regulators shall:
a. Discharge through a tapped connection for internal venting
b. Have a bug proof screen if vented to the atmosphere
4.11.6 Regulator end connections, if piped, shall be in accordance with piping
specifications.
4.12 Solenoid Valves

4.12.1 Use of solenoid valves in applications other than instrument air service shall
4.12.2 Solenoid valves shall:
a. Have Class H high-temperature molded coils
b. Be designed for normally energized operation
4.13 Local Control Panels

4.13.1 General
4.13.1.1 Local control panels shall contain circuitry, indications, control signals,
and devices to operate and monitor the equipment package, including
the PCS and/or PLC interface.
4.13.1.2 Panels shall be complete with all instrumentation mounted, piped, and
wired.
4.13.1.3 Local panel face shall include:
a. Pushbuttons and switches for start/stop and shutdown functions
b. “Run” and “Stop” indicating lights
c. Indication for specified process variables (pressure, temperature,
etc.)
d. Read outs from applicable sensors of machine speed, vibration and
bearing temperatures
e. Sufficient number of operating and alarm lights to permit a full
understanding of any trouble or shutdown functions
4.13.1.4 Connection of power, owner instrument wiring to remote devices, and
instrument air supply shall be all that is required to place installed panel
in service.
4.13.1.5 Opening(s) and designated space shall be provided for wire and tubing
that will be installed after the package arrives at site. Field installation
shall not require cutting holes in panel or installing hardware inside the
panel to secure owner-installed wire and tubing.
4.13.1.6 All panel openings shall be plugged for shipment to prevent water or
dirt from entering during shipment or storage prior to installation.

4.13.1.7 Panel light functions that duplicate annunciator readouts shall not be
repeated from the annunciator.
4.13.1.8 Prior to fabrication, owner’s approval shall be required for:
a. Layout of panel face-mounted and internal components
b. Design of system cabinets
c. Detail drawings
d. Materials of construction
e. Nameplate wording
4.13.1.9 Process fluids other than air shall not be permitted inside any electrified
local panel.
4.13.2 Construction
4.13.2.1 The general construction of the panels shall:
a. Be in accordance with NEC Article 409 or UL 508A – Standard for
Industrial Control Panels
b. Have a minimum 5 mm (3/16-inch) thick steel plate vertical face
c. Be totally enclosed with rear access door or doors that provide
sufficient clearance for full internal access
d. Have all stainless steel hardware
e. Have a self-supporting box type main framework made of stainless
steel or carbon steel standard structural shapes coated for the
environment
f. Have lifting provision integral to panel box frame
g. Have a weather hood or canopy of minimum 12 gage metal at top of
front panel to protect the panel face instrumentation, if specified for
outdoor installation
h. Have adequate panel internal lighting, if located indoors
i. Have adequate lighting internally and externally, if located outdoors
(Area lighting shall not be assumed to be adequate.)
4.13.2.2 The rear of each local panel or panel section shall have:
a. A steel primary framework for supporting conduit, tubing, wireway,
switches, air piping, and instrument accessory items (e.g., relay
enclosures, transducers, pressure switches, valves, and air relays)
b. Framework design that does not interfere with instrument
connections or with access needed for maintenance or adjustment
4.13.2.3 Rear access doors shall be:
a. Flush fitting
b. Gasketed
c. Secured with three-point latches

d. Provided with lockable door handles

e. Provided with common keyed locks for all the doors on one panel
assembly
4.13.2.4 Panel face instruments shall be:
a. Suitable for the specified environmental conditions
b. Flush mounted
c. Provided with manufacturer’s standard finish
d. Identified by means of instrument manufacturer’s standard
nameplate holder or by plastic engraved nameplates (See Section
4.17.)
4.13.2.5 Plastic engraved nameplates shall be mounted to the panel with stainless
steel screws.
4.13.2.6 Nameplates shall be engraved with the instrument tag number and
service description.
4.13.2.7 If hinged see-through weatherproof covers are required to meet
environmental conditions, cover windows shall:
a. Be shatter-resistant materials
b. Provide adequate clearance to fully open cover and to permit
operation of instrument controls and internal access
4.13.2.8 Cold rolled carbon steel panels shall be coated as follows:
a. All surfaces shall be:
1) Primed with zinc-rich primer
2) Painted with an epoxy-based paint
b. Total thickness of primer and paint shall be 6 to 10 mils.
c. Inside color shall be white.
d. Outside color shall be gray or as specified.
4.13.2.9 Local control panels shall be:
a. NEMA Type 4 enclosures as a minimum
b. Suitable for operation in the environmental conditions specified
4.13.3 Pneumatic Supply and Signals
4.13.3.1 If pneumatic instruments are required in the control panel, air supply
design shall include:
a. Dual air filters and regulators
b. Capability of each regulator and filter to pass the required air supply
volume and pressure
c. Full block and bleed valves to provide for separate maintenance of
each set of filters and regulators

4.13.3.2 Pneumatic signal tubing shall enter local control panel through the sides
by way of bulkhead union fittings.
4.13.4 Instrument Electrical Equipment
4.13.4.1 Pilot lights, pushbuttons, and switches shall:
a. Be oil-tight, heavy duty type
b. Have open screw type terminals only
c. Have pushbuttons supplied with protective guards or that are
recessed mounted
d. Use lamps that are derated (e.g., rated for 240 volts AC if operated
at 120 volts AC)
e. Be in accordance with PIP PCCEL001, Section 4.1.8
4.13.4.2 If red and green lights are required for a single information point, the
red light shall be located above the green light.
4.13.4.3 A minimum of one common lamp test pushbutton shall be provided.
4.13.5 Grounding
4.13.5.1 In local panels, each signal pair shall be:
a. Referenced to the Instrument Ground Bus (IGB) by a single circuit
connection
b. Isolated from ground elsewhere
4.13.5.2 Local control panels shall have a copper ground bus as follows:
a. Of 8 mm by 50 mm by 250 mm (1/4-inch by 2-inch by 10-inch)
minimum dimensions
b. Complete with solderless connector for one No. 4 AWG, bare-
stranded, copper ground cable
c. On each end panel if the control panel has multiple sections or has a
panel face width greater than 1.5 meters (5 feet)
4.13.5.3 The system ground cable (copper) shall be provided and installed by the
owner.
4.13.5.4 Each panel-mounted metal instrument shall have an individual ground
wire from the chassis to the common panel AC safety ground bus
(usually provided near the power cord).
4.13.6 Wiring
4.13.6.1 An opening shall be provided for field-installed wiring. Opening shall
be plugged for shipment.
4.13.6.2 If panel contains devices that must be purged to meet electrical area
classification, owner approval shall be required and an enclosure shall
be fabricated for this device.

4.13.6.3 The enclosure shall be purged in accordance with NEC requirements.

Comment: The complete panel shall not be purged in accordance
with NEC just to satisfy the requirements of a few
devices.
4.13.6.4 AC wiring shall be separated from DC wiring within control panels.
4.13.6.5 If DC power distribution is provided within a local panel, fused
terminals shall be used for individual circuit protection unless current
limited.
4.13.6.6 120 volt AC power distribution within panels or equipment cabinets
shall meet the following requirements:
a. Each instrument shall be individually fused or breaker protected.
b. Each instrument shall have a disconnecting means for removal of
the power source.
c. AC power shall be wired directly to the consuming device.
d. Daisy chaining of power distribution wiring (both hot and neutral)
1) Shall require owner approval
2) Shall be with jumper bars unless otherwise approved by owner
3) The power wire shall be fed to both ends of circuit and all parts
of the chain shall be able to handle the maximum current load
of the feed source.
e. AC power wiring shall:
1) Be 14 AWG minimum size
2) Be 19-strand, copper conductor
3) Have THHN/THWN, 90°C/75°C, 600 V class insulation
4) Use larger size wire if overload protection exceeds 15 amperes
f. Panel shall have receptacles (inside panel) for test equipment and
shall be supplied from a dedicated circuit breaker.
g. AC receptacles shall:
1) Be 3-wire type: hot (black), neutral (white), and ground
(green)
2) Have ground wire connected to AC safety ground
h. Each panel-mounted metal instrument shall have an individual
ground wire from the chassis to the common panel AC safety
ground bus.
i. Instrument grounds shall be in accordance with manufacturer
requirements.
Comment: Instruments with integral power cords usually
include a ground wire in the power cord.

j. Each instrument power supply and chassis shall be grounded to the

cabinet frame using 14 AWG copper wire.
4.13.6.7 Each wire shall be permanently tagged and identified at both ends.
4.13.6.8 All wiring shall enter the control panel through either the bottom or the
sides of the panel. Bottom entry is preferred. Wiring shall not enter the
top of the panel.
4.13.6.9 Panel wireways shall be designed and installed to separate designated
internal (panel) and external (owner’s field cables) wiring.
4.13.6.10 Terminal strips for power supply and incoming and outgoing signals
shall:
a. Be located in the upper rear section of the panel near the points of
entry
b. Have field wiring connected to one side of the terminal strip and
internal wiring connected to the opposite side
c. Be wired in a similar manner with other wiring on the packaged
equipment
4.13.6.11 Panel light functions shall be derived directly from initiating devices.
4.13.6.12 If a local panel is provided, overall cable shield drain wires and
individual pair shields shall be grounded to the ground bus in the local
panel.
4.13.6.13 All wires of a cable, including spares and shield drain wires, shall be:
a. Landed in a continuous order on a terminal strip
b. Dressed out neatly
c. Labeled in accordance with Section 4.16
4.13.6.14 Terminal strips shall be DIN Rail mounted type terminals that use a
screw clamp connection for terminating wiring.
4.13.7 Annunciators
4.13.7.1 Annunciators shall be self-contained solid-state, lighted, nameplate type
provided with common “Acknowledge,” “Test,” and “Reset”
pushbuttons and an audible alarm.
4.13.7.2 System shall also be capable of remote “Acknowledge” and “Reset” by
DCS or other remote control system if specified.
4.13.7.3 Alarm sequence shall be as specified on the purchaser’s
4.13.7.4 All alarm points shall be individually annunciated.
4.13.7.5 Each alarm point shall be selectable for either a normally closed (NC) or
normally open (NO) initiating contact.
4.13.7.6 Owner approval shall be required for close-to-alarm design.
4.13.7.7 Alarms shall be detected by the opening of the initiating contact.

4.13.7.8 Each annunciator window shall have twin lamps.

4.13.7.9 If lighted, annunciator visual displays (e.g., alarm windows and status
indicators, including any graphics) shall have sufficient light intensity to
be visible at any time by an operator at a reasonable distance in front of
the panel.
4.13.7.10 As a minimum, annunciator systems shall have a contact for a remote
common trouble alarm.
4.13.7.11 Annunciators installed outdoors shall be minimum NEMA 4X rated.
Additional NEMA requirements shall also apply as necessary to meet
the electrical area classification requirements.
4.13.8 Gauge Boards
4.13.8.1 A locally mounted gauge board shall be permitted if required to localize
and minimize pipe-mounted instrumentation.
4.13.8.2 Lines containing process fluids can be piped to locally mounted gauge
boards.
4.13.9 Panel Location
4.13.9.1 Control panels shall be located to allow operation of the mechanical
equipment and panel instruments without exposure of personnel to
potentially unsafe conditions.
4.13.9.2 Location of panels shall allow for:
a. Performance of normal maintenance of all portions of the packaged
equipment
b. Adequate rear door clearance
c. Personnel access to the panel internal items
d. Safe emergency personnel egress from rear of panel with door
opened
4.14 Equipment Protection

4.14.1 General
4.14.1.1 A Safety Instrumented System (SIS), if required, shall be in accordance
with ISA S84.01 and owner requirements.
4.14.1.2 Equipment protection system shall be independent from the equipment
control system. Combining the equipment control and equipment
protection systems shall require owner approval.
4.14.1.3 The determination of the type of Emergency Shutdown System (ESS)
and the Safety Integrity Level (SIL) should be in accordance with ISA
S84.01.
4.14.1.4 SIS and control philosophy and hardware system shall require owner

4.14.1.5 SIS shall be designed to put the packaged equipment in a safe mode
upon initiation of a:
a. Safety system instrument input
b. Manual operator shutdown action
c. Power failure
4.14.1.6 Analog devices shall be used as inputs to the SIS. Discrete inputs may
only be used if using analog devices is not practical. Owner approval
shall be required for discrete inputs.
4.14.1.7 Initiating devices for SIS shall:
a. Be independent, dedicated primary elements
b. Have individual, dedicated process connections
c. Not be a primary element used in a control or indicating loop
4.14.1.8 Each SIS signal shall have a pre-alarm indicating an impending
activation of the SIS.
4.14.1.9 Unless specified otherwise, alarm, shutdown, and ON/OFF control
signals shall be 24 volt DC with battery back up and dual power supply.
4.14.1.10 Redundant instruments shall be powered by separate circuits and
separate branches if practical. Separate I/O cards shall be considered.
4.14.1.11 See the purchaser’s PIP PCSPS001-D Data Sheet for owner
requirements on use of energized or de-energized safety systems.
4.14.1.12 Alarm and SIS shutdown systems shall:
a. Be of fail-safe design
b. Be activated by the loss of power
c. Be normally energized
d. Go to de-energized state to initiate shutdown
e. Have solenoid valve and relay coils energized during normal
operating conditions
f. Have initiating signal contacts closed during normal operating
conditions for the following devices:
1) Direct process-operated switches
2) Signal receiving instrument switches
3) Manual shutdown stations
4) Equipment status switches
4.14.1.13 Shutdown systems shall not be pneumatic.

4.14.2 Manual Shutdown Switches

4.14.2.1 See PIP PCCEL001 for additional switch requirements.
4.14.2.2 Manually operated emergency shutdown stations (switches) shall be one
of the following types:
a. Dual-action movement (e.g., push and turn manual operations
required)
b. “Pull” action type equipped with a red “mushroom style” head
c. Covered pushbutton
4.14.3 Relays
Use of relay type SIS shall require owner approval.
4.14.4 Alarms
4.14.4.1 If packaged equipment is specified as non-critical, a trouble/pre-trip
alarm contact and a system trip alarm contact shall be provided to
owner’s control system.
4.14.4.2 For packaged equipment specified as critical, alarms shall be hard wired
alarms to owner’s DCS.
4.14.4.3 Low pre-alarm/alarm/trip points shall not be set less than 20% for
differential type flow measurements and 10% for other differential type
transmitter ranges.
4.14.4.4 High pre-alarm/alarm/trip points shall not be set greater than 90% of
instrument transmitter range.
4.14.5 Transmitters
Equipment protection transmitters shall be:
a. 4-20 mA output type
b. Powered from the safety system
c. Write-protected if smart transmitter design
d. Transmitters that have fail safe function shall be programmed to fail safe.
4.14.6 Pressure Relief Valves
4.14.6.1 The application and design of Pressure Relief Valves (PRVs) shall be in
accordance with:
a. Requirements of ASME Boiler and Pressure Vessel Code Sections I,
IV, and VIII, and API RP 520
b. Applicable local and state requirements
4.14.6.2 PRV requirements, sizes, and set pressures for protection of the
packaged equipment shall be provided.
4.14.6.3 PRV data sheets, sizing calculations, and inlet/outlet hydraulic
calculations shall be provided for review by owner.
4.14.6.4 PRV shall be accessible for inspection and maintenance.

4.14.6.5 Block valves in both inlet and outlet PRV piping, if approved by owner
for maintenance isolation, shall be:
a. Installed in accordance with ASME Boiler and Pressure Vessel
Code Section VIII and API RP 520
b. Easily distinguishable as being either open or closed
c. Equipped with provisions for car-sealing or locking valve in its
fully open and closed positions
4.14.6.6 Upstream and downstream 25 mm (1-inch) vent valves between the
PRV and the corresponding block valve shall be provided.
4.14.6.7 PRVs shall be installed in accordance with inlet and discharge piping
requirements as specified in API RP 520 and API RP 521.
4.14.6.8 Inlet piping shall drain away from the valve.
4.14.6.9 PRV discharge piping shall:
a. Prevent liquid accumulation
b. Discharge to a safe area
c. If an atmospheric vent, be square cut across the end
4.14.6.10 If PRVs relieve to a discharge header, owner shall provide necessary
back pressure information.
4.14.6.11 PRVs shall be tested in accordance with API RP 576.
4.14.7 Rupture Disks
4.14.7.1 Use of rupture disks as the pressure relief device shall require owner
approval.
4.14.7.2 Unless specified otherwise, rupture disks shall be sized in accordance
with ASME Boiler and Pressure Vessel Code Section VIII.
4.14.7.3 Rupture disks shall be installed in a holder specifically designed for the
selected rupture disk.
4.14.7.4 Rupture disk holder design shall prevent disk from being installed
backwards.
4.14.7.5 Rupture disks shall be tension-loaded or reverse buckling types. Disks
designed to open using knife blades or knife rings shall not be
permitted.
4.14.7.6 Fragmenting type rupture disks shall not be used in conjunction with a
PRV.
4.14.7.7 Reverse buckling rupture disks shall not be used in liquid relief service.
4.14.7.8 If specified by owner, a protective rupture disk shall be installed at PRV
inlet to:
a. Minimize potential PRV leakage
b. Prevent plugging from dirty or very viscous process fluid
c. Prevent corrosion of the PRV

4.14.7.9 If a rupture disk is installed at the inlet of a PRV, a method for

monitoring the integrity of the disk shall be provided. Acceptable
monitoring methods include a pressure gauge and/or pressure switch
mounted between the disk and the PRV, or other manufacturer-specific
system designed to detect premature failure of the disk.
4.14.7.10 If a rupture disk is used in conjunction with a PRV, the calculated
relieving capacity of the relief valve shall be reduced by 10% in
accordance with ASME Boiler and Pressure Vessel Code Section VIII.
4.15 Piping and Tubing

4.15.1 General
4.15.1.1 Instruments that require a process tap shall have a primary block valve
in accordance with the applicable piping specification.
4.15.1.2 Process-connected instruments that are not line-mounted shall have a
secondary isolating valve and bleeder or a valve manifold at the
instrument.
4.15.1.3 Threaded pipe connections shall be tapered and shall be in accordance
with ASME/ANSI B1.20.1.
4.15.1.4 Sealant/lubricant for threaded instrument piping connections shall be
compatible with the process service.
4.15.1.5 Threaded joints in instrument air service shall be made up using
Teflon® dispersion sealant. Teflon® tape shall be used only with owner
approval.
4.15.2 Process Connections
4.15.2.1 Process instrument piping and connections shall be made with metal
pipe or stainless steel tubing to meet service conditions (pressure,
temperature, and material of construction) in accordance with
PIP PCCIP001, PIP PCSIP001 and the piping specifications.
4.15.2.2 Process gas or liquid sensing lines shall not be piped or tubed beyond
the limits of the packaged equipment.
4.15.2.3 Instrument process connections shall be:
a. Made to either the side or top of the process equipment and process
pipelines
b. Sufficiently high to prevent plugging by dirt or suspended solids if
specified as a low-side connection
c. Located such that sensing lines are as short as practical and without
pockets
d. Oriented vertically or horizontally
4.15.2.4 Instrument process connections using a 45-degree angle mounting shall

4.15.2.5 Instrument connections and interconnecting piping in which pockets or

traps are unavoidable shall have drain valves at low points and shall
4.15.2.6 Pressure-sensing points (for pressure, differential pressure, and level
measurements) shall be located where the taps are not subject to error
from fluid impact and velocity effects.
4.15.2.7 Level instrument connections shall be made directly to vessels and not
to process flow lines or nozzles.
4.15.2.8 Threaded or flanged connection shall be determined from the piping or
equipment specification.
4.15.2.9 Instrument process connections shall be in accordance with Table 2.
Table 2 – Instrument Connections to Piping, Vessels, and Equipment
Type of Instrument Connection

Threaded Welded Flanged
Thermowells: 20 mm or 25 mm (3/4 inch or 1 inch) 40 mm (1-1/2 inch)
Pressure: 20 mm or 25 mm (3/4 inch or 1 inch) 20 mm (3/4 inch) 25 mm (1 inch)
Flow:
Orifice with flange taps 15 mm (PN 40 and under)
1/2 inch (600 # pipe class and
under)
20 mm (PN 63 and over)
3/4 inch (900 # pipe class and over)
Level:
Differential 20 mm (3/4 inch) 25 mm (1 inch)
Internal Displacement 100 mm (4 inch)
External Displacement 40 mm (1-1/2 inch)
Probe 25 mm (1 inch) 25 mm (1 inch)
Gauge Glass 20 mm (3/4 inch) 25 mm (1 inch)
Bubbler 50 mm (2 inch)
Diaphragm Seals 40 mm or 80 mm
(1-1/2 in. or 3 in.)
Notes:
1. Instrument connections on orifice with flange taps shall be threaded, welded, or socket welded in
accordance with piping specifications.
2. Instrument connections on piping shall be minimum 20 mm or 25 mm (3/4 inch or 1 inch) threaded or
welded in accordance with piping specifications.
3. Instrument connections on vessels shall be minimum 25 mm (1 inch) flanged unless specified otherwise
by owner.

4.15.3 Purging of Process Connections

4.15.3.1 To prevent plugging, freezing, or corrosion, process connections may be
purged.
4.15.3.2 Purge fluid shall be compatible with the process fluid and shall require
owner approval.
4.15.3.3 Purging system shall not induce error into the process measurement.
4.15.3.4 Temperature of the purge fluid shall not cause a change of state
(flashing, condensation, or solidification) of the process or purge fluid.
4.15.3.5 The supply source of the purge fluid shall be independent from the
process fluid such that source fluid is available even if the process is not
operating normally.
4.15.3.6 Purge fluid flow rates to each tap on an orifice meter installation shall
be equal.
4.15.3.7 Unless specifically required by design conditions, liquid purges shall
not exceed 11.4 liters per hour (3 gallons per hour).
4.15.3.8 Water purge systems shall be freeze protected if ambient temperatures
can reach freezing temperatures.
4.15.3.9 Gas purges shall be:
a. No greater than 0.08 Normal Cubic Meters/Hour (NM3/HR)
(3 standard cubic feet per hour (SCFH) )
b. Traced and insulated if condensation is a problem
c. Equipped with drains for draining condensed liquids from low
points in the piping system
4.15.3.10 Instrument connections to the process for solids-bearing streams shall
be vertical or angled up as viewed from the outside, with the opening
pointing down into the material so that it is self-draining.
4.15.3.11 Purge fluid shall be added as close to the instrument connection as
possible.
4.15.3.12 Purge systems shall include a check valve, adjustable indicating
rotameter, constant flow regulator, and independent block valves that
are not integral to the rotameter.
4.15.4 Pneumatic Supply
4.15.4.1 Use of any actuating medium other than instrument air shall require
owner approval.
4.15.4.2 Each consumer of instrument air shall have a separate air set consisting
of:
a. Filter or filter regulator (with pressure output gauge if regulation is
required to operate or protect the device)
b. Block valve for isolating instrument from the air system

4.15.4.3 Air sets shall:

a. Be rated for a maximum inlet pressure of 10.3 barg (150 psig)
b. Have filter/regulators with non-paper filter element
c. Include integral dripwell and draincock
d. Be adjustable
4.15.4.4 All equipment of the air supply system shall be capable of being
isolated by hand valves. Bypasses can be provided around all
components except the oil filter on the standby air tie-in, air dryers, and
after filters.
4.15.4.5 Quarter-turn ball valves shall have trip-proof handles.
4.15.4.6 Air header shall be sized for maximum air consumption (i.e., all air
users operating at the same time).
4.15.4.7 Minimum air header size shall be 25 mm (1 inch).
4.15.5 Tubing
4.15.5.1 Tubing shall be installed in a manner that allows for calibration of
instruments and removal of adjacent instruments, equipment, and
tubing.
4.15.5.2 Tubes and tube bundles that handle process fluids shall not be installed
in channel or cable trays that contain instrument or electrical cables.
4.15.5.3 Process and pneumatic tubing shall be:
a. Seamless or welded in accordance with ASTM A269
b. Type 316 fully annealed stainless steel
c. Minimum hardness, Rockwell B80
4.15.5.4 Process and pneumatic tube fittings shall be Type 316 stainless steel,
flareless compression type in accordance with owner’s specification.
4.15.6 Instrument Piping and Tubing Supports
4.15.6.1 Materials for instrument piping supports shall be:
a. Appropriate for the ambient conditions
b. Consistent with the materials used for other piping supports in the
facility
4.15.6.2 Design and installation of the supports shall:
a. Avoid strain on equipment, piping connections, and instruments
b. Allow the flexibility required to accommodate thermal expansion of
piping or equipment
c. Consider vibration of the process piping or equipment to which an
instrument is connected
d. Avoid vibration, sags, and vapor/liquid traps in piping and tubing
runs

e. Generally be spaced no more than 1.2 meters (4 feet) apart

f. Utilize structural channel, angle, or trays in locations where
mechanical damage is likely (even though not required for normal
support)
g. Not use process or utility piping to support tubes, tube bundles, or
associated support channels and trays
4.15.6.3 Tubing in raceways (e.g., on angle, channel, and in cable trays) shall be
firmly attached to the support at intervals not exceeding 1.8 meters
(6 feet).
4.15.6.4 Bare metal tubing shall be attached to structural angle, channel, and
cable trays with stainless steel straps or clamps.
4.15.6.5 If stainless steel tubing is routed near or supported by galvanized
materials, a suitable fireproof barrier shall be provided to prevent the
stainless steel tubing from contacting any galvanizing.
4.15.6.6 Tube bundles shall be secured with stainless steel metal straps and
clamps or plastic tie-down straps.
4.15.6.7 Tube bundle plastic tie-down straps shall be:
a. Ultraviolet resistant
b. Of suitable material for the ambient conditions
4.16 Instrument Electrical

4.16.1 General
4.16.1.1 Packaged equipment wiring shall be in accordance with this Practice,
PIP PCCEL001, PIP PCIEL000, PIP PCSEL001, and PIP ELSPS01. If
there are conflicts among these Practices, the requirements of this
Practice shall take precedence.
4.16.1.2 Wiring shall allow the removal of any single device without affecting
another device.
Comment: As an example, wiring shall not pass through one device
to connect to another device. Wiring and conduit shall
“dead end” at each device.
4.16.2 Instrument Power and Control Circuits
4.16.2.1 Mechanical or electrical systems that are designed to operate
independently shall have completely independent control devices and/or
control systems.
4.16.2.2 Loops with hard-wired signals to/from a PCS, PLC, or SIS shall be
powered by their respective PCS, PLC, or SIS.
4.16.2.3 Unless approved otherwise by owner, each powered device shall be on a
separate circuit.
4.16.2.4 Each instrument shall be protected by an individual fuse or current
limiting device.

4.16.2.5 Wireways in panels and cabinets shall be designed for 50% spare
capacity.
4.16.2.6 Dedicated wireways for separating internal and field wiring shall be
installed.
4.16.2.7 Each wire within a cable, including spares, shall be terminated either in
a single field device or a single field junction box. Splitting cables
among multiple devices/boxes in the field shall not be permitted.
4.16.3 Switches
4.16.3.1 For application of switches in equipment protection, see Section 4.14.
4.16.3.2 Alarm and shutdown switches shall be:
a. Double Pole, Double Throw (DPDT)
b. Hermetically sealed, where available
c. Provided with noble metal switch contacts if not hermetically sealed
d. Snap-acting
e. Vibration resistant
4.16.3.3 Switches shall be mounted such that mechanical vibration does not
cause malfunction or damage.
4.16.3.4 Contact ratings for switches and relays shall:
a. Be sized for the maximum load condition
b. Have a 120 volt AC, 5 ampere or 24 volt DC, 1 ampere minimum
rating
c. Be suitable for an inductive load
d. Have applications reviewed regarding the use of arc suppressors to
ensure a more reliable system
4.16.4 Enclosures
4.16.4.1 Enclosures shall be in accordance with PIP PCSEL001.
4.16.4.2 If air purging is provided for corrosion control, a tag shall be installed
on the enclosure to indicate that purge is for corrosion control purposes.
Corrosion Control shall be in accordance with purchaser’s
4.16.4.3 Explosion proof enclosures shall not have purging.
4.16.5 Conduit
4.16.5.1 Mechanical protection of wire and cables shall be provided by use of
conduit, cable trays, or physical location.
4.16.5.2 Terminations of conduit shall be in accordance with PIP PCIEL000.
4.16.5.3 Conduit shall be rigid aluminum or galvanized steel as specified on the
purchaser’s PIP PCSPS001-D Data Sheet.

4.16.5.4 PVC-coated conduit shall be used as specified on the purchaser’s

4.16.5.5 Conduits shall be:
a. Adequately supported to prevent applying loads to enclosures or
devices
b. Routed to avoid causing tripping by personnel or safety hazards
c. Installed to prevent vibration damage to the conduit systems,
internal wiring, or conduit supports
d. Installed with drains at low points. A drip loop with a low point
drain shall be used to prevent water from draining down the conduit
system into an instrument or enclosure.
4.16.5.6 Conduit unions and fittings shall be provided to facilitate replacement
of instruments and electrical devices.
4.16.5.7 Conduit fittings and junction boxes shall be installed with cover
openings in the vertical plane. Access for removal of covers shall not be
blocked.
4.16.5.8 Conduit fittings and support hardware shall be of a compatible material
that will not result in galvanic corrosion.
4.16.5.9 Electrically conducting anti-seize compounds shall be applied at
threaded joints on conduit and fittings.
4.16.5.10 PTFE compounds or other similar insulating anti-seize materials shall
not be used.
4.16.5.11 Conduits shall be terminated with flexible metallic conduit at
instrument or end device.
4.16.5.12 Flexible metallic conduits shall be specified and installed in
accordance with the NEC.
4.16.5.13 All flexible, liquid-tight metallic conduit connections shall have
bonding conductors.
4.16.5.14 Conduit seals shall not be poured by supplier.
4.16.5.15 Conduits shall enter junction boxes and enclosures from the bottom
only. Side entry requires owner’s approval.
4.16.6 Instrument Wiring
4.16.6.1 Unless approved otherwise by owner, all instrumentation wiring shall
be purchased in accordance with PIP ELSWC05 and PIP PCCEL001.
4.16.6.2 All interconnecting wiring between the instruments and the packaged
equipment mounted junction boxes and control panels shall be provided
and installed.
4.16.6.3 In junction boxes, each individual pair and all pairs from the overall
cable shall have permanent tags affixed to the pairs (both sides of
terminal strips).

4.16.6.4 If interconnected wiring is required external to the packaged equipment,

the junction boxes shall be provided with package system wires
terminated and tagged for interface wiring termination by others.
4.16.6.5 Instrument wire/cable shall be run in a cable tray, raceway, or conduit.
4.16.6.6 Digital communications between devices on the packaged system and
control systems shall be compatible.
4.16.6.7 Wiring from junction boxes to individual instruments shall be shielded
twisted pair or triad 16 AWG minimum cables in conduit.
4.16.6.8 Instrument signal (4-20 mA) wiring from junction box to junction box
or control panel shall be 20 AWG minimum, twisted pairs in multi-pair
cables with overall shield and drain wire.
4.16.6.9 120 volt AC instrument power connections from circuit breaker
(disconnect) to instrument shall be 600 V rated, THWN, 14 AWG
minimum, stranded copper wire.
4.16.6.10 Special instrument signal cable shall be provided if necessary in
accordance with instrument manufacturer’s requirements or if specified
by owner.
4.16.6.11 Wiring shall not be spliced.
4.16.6.12 In junction boxes, the overall cable shield shall be terminated to an
isolated bus.
4.16.6.13 In junction boxes, each individual pair shield shall be terminated to a
dedicated terminal.
4.16.6.14 4-20 mA instrument signal wiring and shields shall be insulated from
ground at the signal source.
4.16.6.15 All shields shall be insulated from each other, except if common (i.e.,
shields/drain wires terminated in separate terminals and linked
together) in order for multiple shields to be routed back from junction
box or local panel by way of an overall shielded cable.
4.16.7 Wiring Identification
4.16.7.1 Wiring, cable, terminal, and terminal block identification shall
correspond to and be shown on the related instrument and electrical
drawings.
4.16.7.2 Junction box identifying nameplates shall indicate the signal type (or
types) of wiring within the junction box.

4.16.8 Color Coding

4.16.8.1 Color coding shall be in accordance with Table 3:
Table 3 – Wire Color Coding
AC supply: Line Black
Neutral White
Ground Green
DC supply: Positive Red
Negative Black
DC signal: Positive Black
Negative White
Intrinsically safe system: Blue
4.16.8.2 Neutral wires shall be white, except if there is more than one. If there is
more than one neutral wire, each wire shall be color coded in
accordance with NEC Article 210.5.
4.16.9 Grounding
4.16.9.1 Special grounding requirements that result from interfacing packaged
equipment instrumentation and/or control system with a plant control
system (DCS, PLCs, etc.) shall be specified by owner.
4.16.9.2 Packaged equipment grounding system design shall require owner
approval.
4.17 Identification
4.17.1 Instruments, equipment, and enclosures shall be identified before shipment using
one of the following methods:
a. Permanently affixed name tag
b. Engraving on the instrument
c. Stainless steel tag affixed with a stainless steel wire, pins, or screws
4.17.2 Instrument tubing, including spares, shall be identified with permanent
identification tags, markers, or nameplates.
4.17.3 Identification tags shall not be paper.
4.17.4 If provided, owner’s block of tag numbers and numbering system description
shall be used in final documentation.
4.17.5 Except as specified in Section 4.17.6, plastic nameplates shall be three-layer
laminate material with black lettering engraved on a white background.
4.17.6 Safety systems nameplates shall have white lettering on a red background.

4.18 Preparation for Shipment

4.18.1 Instruments that may be susceptible to physical damage shall be disconnected,
packaged separately, and shipped with the packaged equipment.
4.18.2 Instruments removed from the equipment before shipment shall be tagged and
boxed separately from any mechanical parts or equipment. The container(s) for
the removed instruments shall be clearly marked as specified by the purchaser.
4.18.3 Instrument electrical conduit, fittings, and openings shall be sealed with threaded,
lubricated plugs.
4.18.4 Pneumatic, vent, and drain connections shall be weather protected using plastic
plugs or caps.
4.18.5 Instruments shipped separately shall be protected by sealed packaging and
shipped with desiccant inside the instrument or sealed package.
4.18.6 Instruments shipped installed on the packaged equipment shall be
weatherproofed for shipment and for outdoor storage at the owner’s facility.
4.18.7 Packaged equipment shall be free of burrs, sharp edges, and undressed stainless
steel wires.
4.19 Inspection, Testing, and Acceptance

4.19.1 General Procedures
4.19.1.1 Inspection and testing shall be performed in accordance with
purchaser’s PIP PCTPS001.
4.19.1.2 Written test procedure for conducting Factory Acceptance Testing
(FAT) and Site Acceptance Testing (SAT) of instrumentation,
protective, logic, safety, and control systems shall be submitted for
approval by owner a minimum of 4 weeks before the scheduled test.
4.19.1.3 Owner shall be notified of the estimated time required to perform the
instrumentation system acceptance test.
4.19.1.4 Owner shall be notified 2 weeks in advance of a scheduled acceptance
test or as required by the purchase order.
4.19.1.5 Material and workmanship shall be subject to inspection and
verification by owner’s representative during and after fabrication.
4.19.1.6 Owner’s inspection or lack thereof shall not provide relief from
compliance with this Practice.
4.19.1.7 Adequate time, space, facilities, utilities, test equipment, and assistance
to allow performance of inspection and testing shall be provided.
4.19.1.8 If control system is an integral part of packaged unit, owner’s
acceptance test of instrumentation and control system shall be scheduled
and performed before shipment of packaged equipment.
4.19.1.9 Full compliance with drawings and specifications listed in the purchase
order shall be verified. All instrumentation and control systems shall be
carefully inspected, checked out, and tested prior to owner’s scheduled
acceptance test and checkout.

4.19.1.10 Any items found not in compliance with this Practice during the
supplier tests shall be listed for owner review/approval along with a
statement giving reasons for noncompliance.
4.19.1.11 If supplier tests have not been performed by the scheduled arrival of
the owner’s inspector, back charges for any extra time, travel, and
living expenses required for the services of owner’s inspector shall be
paid to the owner.
4.19.1.12 Back charges for any extra time, travel, and living expenses incurred
from re-testing of packaged equipment due to lack of compliance with
this Practice shall be paid to the owner.
4.19.1.13 Test reports, including a record of any corrections performed, shall be
provided to the owner’s inspector before owner’s factory acceptance
test.
4.19.1.14 Owner shall reserve the right to review documentation provided to
verify that all materials and equipment are new.
4.19.2 Inspection
Owner’s inspector shall have the opportunity to inspect all instruments and
controls to check and verify:
a. Compliance with all requirements
b. All instruments are new (manufactured within 12 months of receipt of
order) unless otherwise approved by owner
c. All instruments are in good condition and calibrated
d. All instrumentation shall be labeled and installed to meet the electrical area
classification
e. Correct location, installation, mounting, piping, tubing, and electrical
connections of all instruments
f. Compliance with applicable codes
g. Visual inspection of all electrical circuits
h. Signal circuit segregation and separation meets requirements of this
Practice
i. All pneumatic circuits and piping and all hydraulic devices and circuits are
correct
j. Identification tags and nameplates for location, appearance, correct
attachment, and data content
k. Clearances:
1) Code required clearances
2) Clearances for maintenance access, repair, or replacement
3) Access requirements of Section 4.2.2.3

4.19.3 Testing
4.19.3.1 Procedures for conducting acceptance tests shall be subject to owner
4.19.3.2 Testing shall verify:
a. All pneumatic circuits and piping and all hydraulic devices and
circuits operate properly at correct pressures and without leaks
Comment: Leak testing should be performed as part of the site
acceptance test.
b. Proper installation of remote pressure seals and filled thermal
systems
c. Correct operation of all instruments and control systems
d. Continuity of all electrical circuits
e. Shorts and ground faults for all electrical circuits
f. Typical junction box layout
4.19.3.3 Known discrepancies, including any found during owner’s acceptance
test, shall be documented in the test report.
4.19.4 Acceptance
4.19.4.1 Correction of discrepancies (including scheduling and method of
performing the work) and responsibility for correction of work shall be
agreed to in writing before shipment.
4.19.4.2 Instrument and control system acceptance shall be valid only if signed
by owner’s authorized inspector.
4.20 Documentation
4.20.1 Documentation Requirements
4.20.1.1 See purchaser’s documentation requirements sheet, PIP PCDPS001-R
(hereafter referred to as the DRS), for documentation requirements.
4.20.1.2 The DRS shall list quantities of each document and their required
delivery dates.
4.20.2 Purchaser’s Data Sheets
4.20.2.1 Completed instrument data sheets, ISA S20 forms, or owner approved
equals, shall be prepared and submitted for owner’s review.
4.20.2.2 Data sheets shall include all specifications for purchasing instruments,
including manufacturer and model number and applicable process
details (e.g., normal, maximum, and minimum operating conditions, all
ranges, and switch settings).

4.20.3 Drawings and Documents

4.20.3.1 Typical documents and diagrams shall be submitted with quotation,
subject to format approval by owner, and shall include:
a. Instrument purchaser’s data sheets
b. Piping and instrumentation diagrams
c. Instrument index
d. Loop drawings
e. Logic drawings
f. Typical junction box layout
4.20.3.2 Logic symbols shall be in accordance with ISA S5.2.
4.20.3.3 Each instrument used shall be shown on P&ID drawings.
4.20.3.4 After receipt of the purchase order, the following information shall be
provided as scheduled on the DRS:
a. Estimate of total instrument air consumption
b. Electrical power consumption for both normal operation and
upset conditions
c. Normal operating current, inrush current, and inrush current
duration for panel fuses and circuits
d. List of all instrument electrical and instrument piping (including
instrument air piping) interface tie in connections required to
owner systems
e. Total weight of each fully assembled panel and cabinet
4.20.3.5 Instruments, junction boxes, and associated connections to equipment
and process lines shall be shown in the proper location on one or more
of the following type of drawings:
a. General arrangement drawings with dimensions
b. Piping plan and elevation drawings
c. Installation details for all equipment that was shipped loose
d. Instrument plan or location drawings
e. Local panel and system cabinet assembly drawings
f. Junction box wiring diagrams
g. Power “tie-in” points, distribution, and grounding requirement
drawings
4.20.3.6 Local control panel drawings shall include front layout, rear layout, and
typical cross sections with dimensions.

4.20.3.7 The following documentation shall be required for all instruments,

whether supplied directly or indirectly:
a. Descriptive specifications
b. Wiring information
c. Recommended spare parts lists
d. Maintenance and operating instructions
4.20.3.8 Schematic or loop diagrams shall be required for all pneumatic,
electrical, and electronic instruments.
4.20.3.9 Logic diagrams and elementary wiring diagrams shall be required for all
shutdown and interlock systems.
4.20.3.10 Electrical terminal arrangement drawings shall be required for all
electrical devices provided, including any devices to be wired by
others.
4.20.3.11 Written descriptions for all controls, interlocks, alarms, and shutdown
systems, including any required switch settings, shall be supplied in
accordance with the schedule indicated on the DRS.
4.20.4 Instrument Index
4.20.4.1 An index of all instruments, arranged in alphanumeric order, shall be
provided.
4.20.4.2 Instrument index shall be submitted during the design phase of the order
in accordance with the DRS for owner review.
4.20.4.3 Index shall include as a minimum:
a. Tag number
b. Service description
c. P&ID reference
d. Instrument range
e. Engineering units
f. Manufacturer
g. Model number
h. Additional pertinent information
4.20.4.4 Final instrument index shall be submitted in accordance with DRS for
reference only.
4.20.5 Calculations
See the DRS for calculation requirements.
4.20.6 Drawing Approvals
Drawings listed shall be submitted to owner in accordance with DRS.

OWNER-APPROVED ITEMS CHECKLIST PCSPS001-F
PACKAGED EQUIPMENT INSTRUMENTATION PAGE 1 OF 5

SPECIFICATION DECEMBER 2007
Item App’d N/A Status

4.1.1.2 The control philosophy shall require owner review and approval.
Owner approval shall not relieve supplier of the responsibility of providing
safe and functional equipment that meets all performance requirements.
4.1.1.3 An owner/Engineering Contractor/supplier coordination meeting
shall be required to define, review, and approve operational specification
and programming approach, unless otherwise specified.
4.1.2.2 If owner specifies the use of a PCS, local PLC, or remote PLC,
required instrumentation and interfaces shall be provided and integrated
into the overall control system. Content and method of integration shall
4.1.2.3 Protocols and formats for the communication interface shall be as
defined on the purchaser’s data sheet.
4.2.1.5 Use of process activated switches (level, flow, pressure,
temperature, etc.) requires owner approval.
4.2.1.7 Instruments supplied shall be in accordance with owner’s
approved manufacturer list.
4.3.2.1 Flow calculation methods shall require owner approval.
4.3.3.7 Orifice meter runs in vertical plane piping, shall require owner
approval.
4.3.3.10 The use of integral orifices, which may be required for flow
metering in line sizes smaller than 1-1/2 inches, shall require owner
approval.
4.3.3.12 Use of straightening vanes shall require owner approval.
4.4.1.3 Use of capacitance, nuclear, or non-contact level instruments
(e.g., sonic, microwave, or radar level sensing types) shall require owner
approval.
4.4.1.8 External standpipes shall not be used for services with process
temperatures below -40°C (-40°F). Level instruments for services with
process temperatures below -40°C (-40°F) shall be individually connected
directly to the vessel and shall require owner approval.
4.4.1.9 Level instruments for services with process temperatures below
-40°C (-40°F) shall be individually connected directly to the vessel and
4.4.1.10 There shall be a block valve between the vessel connection and
the level instrument unless the instrument is designed to be mounted
inside the vessel. Externally mounted instruments are preferred over
internally mounted instruments. Owner approval is required for installations
where the instrument is mounted inside the vessel. With owner approval,
flush diaphragm instruments may be installed without valves.
Comment: If a block valve is not provided, the instrument can only be
maintained if the vessel can be taken out of service.
4.4.1.12 Externally mounted instruments are preferred over internally

mounted instruments. Owner approval is required for installations where
the instrument is mounted inside the vessel.
4.4.1.13 Flush diaphragm instruments may be installed without valves with
owner approval.


4.4.1.15 Installations that require internal mounting of level sensor
assembly shall require owner approval.
4.4.1.17 Selection of field mounted level instruments for highly toxic
services (listed in Appendix A of OSHA 1910.119) shall require owner's
approval.
4.4.1.18 Unless specified otherwise by owner, level gauges shall span the
vessel’s anticipated maximum operating level range, including associated
transmitters and level switches.
4.4.3.2 If level measurement range exceeds 48 inches, application shall
4.4.4.1 Level switch type shall be subject to owner approval.
4.5.3.1 Use of pressure switches requires owner approval.
4.6.1.1 Use of temperature switches shall require owner approval.
4.6.1.8 With owner approval thermocouples/RTDs may be directly wired to
locally mounted electronic devices (temperature controllers/indicators,
Programmable Logic Controllers (PLCs), etc.).
4.6.4 Use of filled thermal system instruments shall require owner
approval.
4.6.5.3 Owner’s material specialist shall be consulted for requirements on
“weld-in” thermowells on piping in services above 343°C.
4.6.5.4 Suitability of thermowell lengths with regard to fluid velocity shall
be confirmed.
4.7.1 Analytical instrumentation selection and installation drawings shall
4.8.1.3 Use of remote diaphragm seals with capillary extensions shall
4.8.1.4 Use of pneumatic transmitters shall require owner approval.
4.9.1.2 Special product controllers shall be capable of bi-directional
communication with owner’s system unless specified otherwise. Protocol
must be specified or approved by the owner.
4.9.1.4 Packaged equipment control systems that interface with a PCS or
that include a PLC, special controller, or electronic governor and the
associated programming required for such systems shall require owner
4.9.3.1 Packaged equipment PLC manufacturer and model to be supplied
by vendor shall require owner approval.
4.9.4 Use of local controllers shall require owner approval.
4.10.2.1 Unless approved by owner, valves shall not be cast iron, brass, or
bronze.
4.10.1.7 Use of separable flanges shall require owner approval.
4.10.1.14 Use of automated gate valves shall require owner approval.
4.10.1.16 Use of multiple valves with a common actuator and linkage
requires owner approval.
4.10.5.4 Use of rack and pinion piston actuators for modulation services
requires owner approval.


4.10.5.8 Use of capacity tanks to ensure fail safe operation shall require
owner approval and requires special documentation. (See PIP
PCDPS001.)
4.10.5.9 Use of the following types of automated valve actuators shall
require owner approval:
1. Electric, with the exception of solenoid operated valves
2. Electro-hydraulic
3. Hydraulic
4.10.6.1 Automated valve accessories shall be selected from list of
owner’s approved manufacturers.
4.12.1 Use of solenoid valves in applications other than instrument air
service shall require owner approval.
4.13.1.8 Before fabrication, owner's approval shall be required for:
a. Layout of panel face-mounted and internal components
b. Design of system cabinets
c. Detail drawings
d. Materials of construction
e. Nameplate wording
4.13.6.2 If panel contains devices that must be purged to meet electrical
area classification, owner approval shall be required and an enclosure
shall be fabricated for this device.
4.13.6.6
d. Daisy chaining of power distribution wiring (both hot and neutral)
Daisy chaining, if approved, shall be with jumper bars unless
otherwise approved by owner.
4.13.7.6 Owner approval shall be required for close-to-alarm design.
4.14.1.2 Equipment protection system shall be independent from the
equipment control system. Combining the equipment control and
equipment protection systems shall require owner approval.
4.14.1.4 SIS and control philosophy and hardware system shall require
owner review and approval.
4.14.1.6 Analog devices shall be used as inputs to the SIS. Discrete inputs
should only be used if using analog devices is not practical and with owner
approval.
4.14.3 Use of relay type SIS shall require owner approval.
4.14.6.3 PRV data sheets, sizing calculations, and inlet/outlet hydraulic
calculations shall be provided for review by owner.
4.14.6.5 Block valves in both inlet and outlet PRV piping, if approved for
maintenance isolation, shall be:
a. Installed in accordance with ASME SEC VIII and API RP 520
b. Easily distinguishable as being either open or closed
c. Equipped with provisions for car-sealing or locking valve in its fully
open and closed positions
Upstream and downstream 1-inch vent valves between the PRV and the
corresponding block valve should be provided.
4.14.6.10 If PRVs relieve to a discharge header, owner shall provide
necessary back pressure information.
4.14.7.1 Use of rupture disks as the pressure relief device shall require
owner approval.


4.14.7.8 If specified by owner, a protective rupture disk shall be installed at
PRV inlet to:
a. Minimize potential PRV leakage
b. Prevent plugging from dirty or very viscous process fluid
c. Prevent corrosion of the PRV
4.15.1.5 Threaded joints in instrument air service shall be made up using
Teflon® dispersion sealant. Use of Teflon® tape shall be only with owner
approval.
4.15.2.4 Instrument process connections using a 45-degree angle
mounting shall require owner approval.
4.15.2.5 Instrument connections and interconnecting piping in which
pockets or traps are unavoidable shall have drain valves at low points and
4.15.3.2 Purge fluid shall be compatible with the process fluid and shall
4.15.4.1 Use of any actuating medium other than instrument air shall
4.16.2.3 Unless approved otherwise by owner, each powered device shall
be on a separate circuit.
4.16.6.1 Unless approved otherwise by owner, all instrumentation wiring
shall be installed in accordance with PIP ELSWC05 and PIP PCCEL001.
4.16.6.10 Special instrument signal cable shall be provided if necessary in
accordance with instrument manufacturer’s requirements or if specified by
owner.
4.16.9.1 Special grounding requirements that result from interfacing
packaged equipment instrumentation and/or control system with a plant
control system (DCS, PLCs, etc.) shall be specified by owner.
4.16.9.2 Packaged equipment grounding system design shall require
owner approval.
4.19.1.2 Written test procedure for conducting acceptance testing (FAT
and SAT) of instrumentation, protective, logic, safety, and control systems
shall be submitted by the Packaged System supplier for approval by owner
a minimum of 4 weeks before the scheduled test.
4.19.1.3 Owner shall be notified of the estimated time required to perform
the instrumentation system acceptance test.
4.19.1.4 Owner shall be notified 2 weeks in advance of a scheduled
acceptance test or as required by the purchase order.
4.19.1.5 Material and workmanship shall be subject to inspection and
verification by owner’s representative during and after fabrication.
4.19.1.6 Owner’s inspection or lack thereof shall not provide relief from
compliance with this Practice.
4.19.1.8 If control system is an integral part of packaged unit, owner’s
acceptance test of instrumentation and control system shall be scheduled
and performed before shipment of packaged equipment.
4.19.1.10 Any items found not in compliance with this Practice during the
supplier test shall be listed for owner review/approval along with a
statement giving reasons for noncompliance.


4.19.1.11 If supplier tests have not been performed by the scheduled
arrival of the owner’s inspector, back charges for any extra time, travel, and
living expenses required for the services of owner’s inspector shall be paid
to the owner.
4.19.1.12 Back charges for any extra time, travel, and living expenses
incurred from re-testing of packaged equipment due to lack of compliance
with this Practice shall be paid to the owner.
4.19.1.13 Test reports, including a record of any corrections performed,
shall be provided to the owner’s inspector before owner’s factory
acceptance test.
4.19.1.14 Owner shall reserve the right to review’s documentation
provided to verify that all materials and equipment are new.
4.19.2 Supplier shall allow owner's representative the opportunity to
inspect all instruments and controls to check and verify:
a. Compliance with all specifications
b. That all instruments are new (manufactured within 12 months of
receipt of order) unless approved by owner
c. All instruments are in good condition and calibrated
d. Equipment labels and installation meet specified electrical area
classifications
e. Correct location, installation, mounting, piping, tubing, and
electrical connections of all instruments
f. Compliance with applicable codes
g. Visual inspection of all electrical circuits
h. Signal circuit segregation and separation meets requirements of
this Practice
i. All pneumatic circuits and piping and all hydraulic devices and
circuits are correct
j. Identification tags and nameplates for location, appearance,
correct attachment, and data content
k. Clearances:
1. Code required clearances
2. Clearances for maintenance access, repair, or replacement
3. Access requirements of Section 4.2.2.3
4.19.3.1 Procedures for conducting acceptance tests shall be subject to
owner review and approval.
4.19.4.2 Instrument and control system acceptance shall be valid only if
signed by owner’s authorized inspector.
4.20.2.1 Completed instrument data sheets, ISA S20 forms, or owner
approved equals, shall be prepared and submitted for owner’s review.
ASSOC. PIP
DATA SHEET PCSPS001-D
PCSPS001
PAGE 1 OF 5
PACKAGED EQUIPMENT INSTRUMENTATION
DECEMBER 2007
ISSUED FOR: PROPOSAL PURCHASE AS BUILT

FACILITY NAME/LOCATION:
ITEM NAME: PURCHASER/LOCATION:
ITEM TAG NO.: JOB NO.:
SERVICE: PURCHASER ORDER NO.:
UNIT: SUPPLIER/LOCATION:
P&ID NO.: SUPPLIER ORDER/SERIAL NOS.: /
DATA PROVIDED BY: PURCHASER SUPPLIER SUPPLIER IF NOT BY PURCHASER

GENERAL
SITE CONDITIONS:
ELEVATION ABOVE MEAN SEA LEVEL (MSL): FT AREA ELECTRICAL CLASS: GENERAL PURPOSE
AMBIENT TEMP.: MIN.: °F MAX.: °F CLASS: GROUP: DIV.:
RELATIVE HUMIDITY: MIN.: % MAX.: % TEMPERATURE RATING:
LOCATION : INDOOR INDOOR CONTROLLED ZONE RATING:
OUTDOOR UNDER ROOF SEISMIC ZONE:
OTHER: MAX. ALLOWED SOUND PRESSURE LEVEL: dBA
SPECIAL PROCESS OR ENVIRONMENTAL CONDITIONS:
INSTRUMENTATION ENVIRONMENTAL PROTECTION REQUIREMENTS:
TROPICALIZATION WINTERIZATION METHOD: ELECTRIC STEAM
UTILITIES AVAILABLE:
CONTROL SYSTEM POWER:
AC VOLTS: PHASE: HERTZ: FROM: UPS CRITICAL AC BUS
DC VOLTS: AMPS: DC BATTERY BACKUP
INSTRUMENT AIR SUPPLY PRESSURE: MIN.: PSIG MAX.: PSIG
ALTERNATE PNEUMATIC SUPPLY PRESSURE: MIN.: PSIG MAX.: PSIG
UTILITY STEAM SUPPLY PRESSURE: MIN.: PSIG MAX.: PSIG
CONTROL SYSTEM PARAMETERS (PIP PCSPS001, SECTION 4.1)

CONTROL SYSTEM:
SELF-CONTAINED REMOTE MONITORED INTEGRATED INTO CENTRALIZED PLANT CONTROL SYSTEM
PLANT CONTROL SYSTEM: PCS PLC STANDARD ELECTRONIC CONTROL BOARD
INTERFACE PROTOCOL: MODBUS DATA HIWAY, MANUFACTURER: HARDWIRED
OTHER:
PACKAGE EQUIPMENT SHALL BE CONTROLLED BY:
PCS (BY OWNER) PLC (REMOTE BY OWNER) PLC (LOCAL BY PACKAGED SYSTEM VENDOR)
CONTROL SYSTEM COMMUNICATIONS PROTOCOL:
ROTATING EQUIPMENT MONITORING:
SPEED: INDICATED LOCALLY ON PANEL REPEATED IN PCS DATA INERFACE SIGNAL TYPE:
VIBRATION: INDICATED LOCALLY ON PANEL REPEATED IN PCS DATA INERFACE SIGNAL TYPE:
TEMPERATURE: INDICATED LOCALLY ON PANEL REPEATED IN PCS DATA INERFACE SIGNAL TYPE:
ROTATING EQUIPMENT MONITOR REQUIREMENTS:
SPEED VIBRATION TEMPERATURE
MONITOR LOCATION: ON MACHINE LOCAL PANEL REMOTE
MONITORED READOUTS AT: LOCAL CONTROL PANEL PCS OTHER:
TOTAL INSTRUMENT AIR CONSUMPTION: SCFH
INSTRUMENT/ELECTRICAL POWER CONSUMPTION: KWH
NORMAL: MAXIMUM (UPSET): 24 VDC 120 VAC
NO. DATE REVISION DESCRIPTION BY APVD.

ASSOC. PIP
PCSPS001
PAGE 2 OF 5
DECEMBER 2007
INSTRUMENTATION – GENERAL (PIP PCSPS001, SECTION 4.2)
FLOW (PIP PCSPS001, SECTION 4.3)

FLOW SPECIFIC APPLICATION REQUIREMENTS: THE PREFERRED METHOD(S) OF FLOW MEASUREMENT SHALL BE AS FOLLOWS:
CONCENTRIC ORIFICE PLATES FOR:
CORIOLIS FOR:
VORTEX FOR:
MAG METER FOR:
OTHER:
LEVEL AND INTERFACE (PIP PCSPS001, SECTION 4.4)

LEVEL GAUGES SHALL SPAN VESSEL’S ANTICIPATED MAXIMUM OPERATING LEVEL RANGE.
OTHER:
PRESSURE (PIP PCSPS001, SECTION 4.5)

PRESSURE GAUGE INTERNAL WETTED PARTS: 316 SS OTHER:
PROVIDE DIAPHRAGM SEALS FOR PRESSURE INSTRUMENTS IN THE FOLLOWING SERVICES:
VISCOUS FLUIDS SLURRIES
CORROSIVE APPLICATIONS WHERE INSTRUMENT WETTED PARTS ARE NOT COMPATIBLE WITH THE PROCESS FLUIDS
OTHER:
PNEUMATIC INSTRUMENTS SHALL BE PROVIDED WITH MANUFACTURER’S STANDARD INTEGRAL PRESSURE GAUGES.
OTHER:
TEMPERATURE (PIP PCSPS001, SECTION 4.6)

THERMOCOUPLES:
SPECIFY WHEN TO USE THERMOCOUPLES:
CONTROL INDICATION BOTH CONTROL AND INDICATION OTHER:
TYPE:
K T E DUAL THERMOCOUPLES OTHER:
THERMOWELL:
MATERIAL: 316 STAINLESS OTHER:
TYPE: TAPERED STRAIGHT OTHER:
BORE SIZE: 0.260 IN. OTHER:
RTD ELEMENT:
SPECIFY WHEN TO USE RTDs:
CONTROL INDICATION BOTH CONTROL AND INDICATION OTHER:
TYPE: PLATINUM, 100 OHMS OTHER:
WIRING CONSIDERATIONS: 3 WIRE 4 WIRE DUAL RTDs OTHER:
MOUNTING TYPE:
NON-SPRING LOADED SPRING LOADED BAYONET SPRING LOADED
SURFACE/PAD OTHER:
TEMPERATURE INSTRUMENTS:
CALIBRATED IN °F CALIBRATED IN °C
ANALYTICAL INSTRUMENTS (PIP PCSPS001, SECTION 4.7)

ASSOC. PIP
PCSPS001
PAGE 3 OF 5
DECEMBER 2007
TRANSMITTERS (PIP PCSPS001, SECTION 4.8)
TYPE: APPLICATION:
ELECTRONIC (4-20 ma DC)
SMART TRANSMITTER ANALOG MODE
SMART TRANSMITTER DIGITAL MODE
OTHER:
PROTOCOL: HART DE FOUNDATION FIELDBUS OTHER:
OPTIONS:
INTEGRAL INDICATOR
IN ENGINEERING UNITS IN PERCENT
REMOTE INDICATOR
IN ENGINEERING UNITS IN PERCENT
LIGHTNING PROTECTION FACTORY CALIBRATION REQUIRED OTHER:
MOUNTING: 2 INCH PIPE STAND OTHER:
POWER SUPPLY: 24 VDC (SYSTEM) 2 WIRES 120 VAC EX
APPROVAL RATING REQUIREMENTS:
UL FM CSA ETO OTHER:
MINIMUM ENCLOSURE RATING REQUIREMENTS:
GENERAL PURPOSE NEMA 4 NEMA 4X NEMA 7 NEMA 4 & 7 OTHER:
MATERIAL OF CONSTRUCTION:
PROCESS FLANGES: 316 SS OTHER:
INSTRUMENT BODIES: 316 SS OTHER:
PROCESS WETTED PARTS: 316 SS OTHER:
CONTROLLERS (PIP PCSPS001, SECTION 4.9)

TRANSMITTER INDICATORS: INTEGRAL TO TRANSMITTER BLIND LOCAL
PC PROGRAMMING SOFTWARE HANDHELD PROGRAMMING DEVICE
OTHER:
AUTOMATED VALVES (PIP PCSPS001, SECTION 4.10)

MINIMUM AIR PRESSURE TO BE USED FOR ACTUATOR SIZING: PSIG
VALVE CLASS SHUTOFF REQUIREMENTS:
CLASS II MINIMUM FOR THROTTLING VALVES
CLASS IV MINIMUM FOR QUARTER TURN AND ISOLATION VALVES
SEPARABLE FLANGES APPROVED FOR USE IN THE FOLLOWING APPLICATIONS:
VALVE NUMBER/APPLICATION: CLASS SHUTOFF:
OTHER:
LIST OF CONTROL VALVES REQUIRING BLOCK, BYPASS AND DRAIN VALVES:
LIST OF CONTROL VALVES REQUIRING SPECIAL ACTUATORS:
TYPE ACTUATOR REQUIRED:
PRESSURE REGULATORS (PIP PCSPS001, SECTION 4.11)

ASSOC. PIP
PCSPS001
PAGE 4 OF 5
DECEMBER 2007
SOLENOID VALVES (PIP PCSPS001, SECTION 4.12)
LOCAL CONTROL PANELS (PIP PCSPS001, SECTION 4.13)

LOCAL PANEL SHALL HAVE:
WEATHER HOOD OR CANOPY OF MINIMUM 12 GAGE METAL FOR:
PANEL FRONT PANEL REAR
NO WEATHER HOOD OR CANOPY
EXTERIOR COLOR OF LOCAL PANEL: GRAY OTHER:
EQUIPMENT PROTECTION (PIP PCSPS001, SECTION 4.14)

SAFETY INSTRUMENTED SYSTEM TO BE SUPPLIED
HAZOP REQUIRED BY OWNER WITH SUPPLIER PARTICIPATION
SHUTDOWN SYSTEMS SHALL BE DE-ENERGIZED TO TRIP
FIRE AND GAS SYSTEMS SHALL BE ENERGIZED TO TRIP
ROTATING EQUIPMENT SHALL BE ENERGIZED TO TRIP
INSTRUMENT CONTROL SIGNALS FOR ALARM, SHUTDOWN AND ON/OFF SHALL BE:
24 VDC WITH BATTERY BACKUP AND DUAL POWER SUPPLY
OTHER:
RUPTURE DISKS INSTALLED AT PSV INLETS
REMOTE ALARM “ACKNOWLEDGE” AND “RESET” FUNCTIONS
PIPING AND TUBING (PIP PCSPS001, SECTION 4.15)
INSTRUMENT ELECTRICAL (PIP PCSPS001, SECTION 4.16)

INSTRUMENT SIGNAL CABLE REQUIREMENTS:
TO MEET INSTRUMENT MANUFACTURER’S REQUIREMENT FOR:
TO MEET TABLE 3, SECTION 4.16.8 WIRE MARKERS: TUBULAR HEAT SHRINK TYPE
OTHER: OTHER:
LOCATION OF INSTRUMENT SIGNAL GROUND: GROUND POINT AT INSTRUMENT RACK ROOM
ANNUNCIATOR: ALARM SEQUENCE ISA 18.1, F3A OTHER:
TERMINAL STRIPS: MANUFACTURER: MODEL OR SERIES
WIRING DISTRIBUTION: CONDUIT CABLE TRAY
TYPE OF CONDUIT: RIGID ALUMINUM GALVANIZED STEEL PVC-COATED
CORROSION CONTROL AIR PURGE FOR: THERMOCOUPLE JUNCTION BOXES (JBs)
ELECTRONIC EQUIPMENT JBs ELECTRIC CONTROL JBs OTHER:
CORROSION CONTROL AIR METHOD: ORIFICE ROTAMETER MANUFACTURED PURGE SYSTEM
OTHER:
OWNER-SPECIFIED GROUNDING REQUIREMENT:
FOR INTERFACE OF PACKAGED EQUIPMENT SIGNALS TO OWNER’S PCS OR CONTROL SYSTEM:
OTHER:
ASSOC. PIP
PCSPS001
PAGE 5 OF 5
DECEMBER 2007
IDENTIFICATION (PIP PCSPS001, SECTION 4.17)
ENGINEERING CONTRACTOR/DESIGNER SPECIFIED TAGGING REQUIREMENTS ARE AS FOLLOWS:
AS SPECIFIED BY THE OWNER AS SPECIFIED BY THE DESIGNER
AS SPECIFIED BY THE SUPPLIER WITH OWNER APPROVAL OTHER:
PREPARATION FOR SHIPMENT (PIP PCSPS001, SECTION 4.18)
INSPECTION, TESTING, AND ACCEPTANCE (PIP PCSPS001, SECTION 4.19)
DOCUMENTATION (PIP PCSPS001, SECTION 4.20)

COMPLETE REVISION
December 2007

Process Control
PIP PCDPS001
Packaged Equipment Instrumentation
Documentation Requirements Sheet
and Instructions

PRINTING HISTORY

COMPLETE REVISION
December 2007

Process Control
PIP PCDPS001
and Instructions
Table of Contents
1. Introduction................................. 2
1.1 Purpose............................................ 2
1.2 Scope ............................................... 2
2. References .................................. 2
2.1 Process Industry Practices .............. 2
3. Instructions for Completion of

the Documentation
Requirements Sheet................... 2
4. Sample Documentation
Requirements Sheet................... 3
Data Form
PIP PCDPS001-R –

PIP PCDPS001 COMPLETE REVISION
Packaged Equipment Instrumentation Documentation Requirements December 2007
Sheet and Instructions
1. Introduction
1.1 Purpose
This Practice provides the purchaser with the method for preparing
PIP PCDPS001-R, Packaged Equipment Instrumentation Documentation
Requirements Sheet.
Packaged equipment suppliers should also become familiar with the symbology used.
1.2 Scope
This Practice contains key information about the requirements of the owner which
are important to clearly communicate to the Packaged System Supplier. The
documentation requirements sheet is to be completed by the designer with owner
input, review, and approval.
This documentation requirements sheet is to be used in conjunction with
PIP PCSPS001 and PIP PCTPS001.
2. References
Applicable parts of the following Practices, industry codes and standards, and references shall
be considered an integral part of this Practice. The edition in effect on the date of contract
award shall be used, except as otherwise noted. Short titles are used herein where appropriate.

– PIP PCSPS001 - Packaged Equipment Instrumentation Specification
– PIP PCSPS001-D - Packaged Equipment Instrumentation Data Sheet
– PIP PCTPS001 - Packaged Equipment Instrumentation Inspection and
Testing Requirements Sheet
3. Instructions for Completion of the Documentation Requirements Sheet

3.1 Below are listed the key fields which require a decision by the purchaser for
documentation requirements. This form should be completed and should accompany
the request for quotation. A completed sample of a portion of the documentation
requirements sheet is also included below to demonstrate its use.
3.1.1 Document Type Legend:
X = Original
P = Print
R = Reproducible
S = Shotdown (Reduced copy)
E = Electronic media (Disk, tape, etc.)
N/A = Not Applicable

COMPLETE REVISION PIP PCDPS001
December 2007 Packaged Equipment Instrumentation Documentation Requirements
3.1.2 Time Legend: (Weeks)

A = After contract award
B = Before work starts
C = After work complete
D = Weekly
E = Shipment
4. Sample Documentation Requirements Sheet
Document Type Legend: Time Legend: (Weeks)

X = Original S = Shotdown (Reduced copy) A = After contract award D = Weekly
P = Print E = Electronic media (Disk, tape, etc.) B = Before work starts E = Shipment
R = Reproducible N/A = Not Applicable C = After work complete
With Approval Certified As-Built
Quote Copies Copies Copies
DOCUMENTATION
No. No. No. No.
Type Type Time Type Time Type Time
1. GENERAL
2. Statement of compliance X
3. List of non-compliant items X
4. List of exceptions to specification X
5. Piping and Instrument Diagrams (P&ID) P 3P A4 2S1R B4 1E C2
6. Completed instrument data sheets P 3P A10 1E4P A16 1X1E C2
4.1 In this example, the owner requires a statement of compliance, list of non-compliant
items, and a list of exceptions to the specification to be provided by the packaged
equipment supplier along with the quote.
4.2 Regarding Piping and Instrument Diagrams (P&ID), the owner requires:
4.2.1 A sample print along with the quote (note: sample print is a specification
requirement)
4.2.2 Three approval prints four weeks after award of contract
4.2.3 Two shotdown (reduced copies) and one reproducible certified copies four
weeks before work starts
4.2.4 One electronic media copy of as-builts two weeks after work is complete

PIP PCDPS001 COMPLETE REVISION
Packaged Equipment Instrumentation Documentation Requirements December 2007
4.3 Regarding instrument data sheets, the owner requires:

4.3.1 A sample data sheet along with the quote
4.3.2 Three approval prints 10 weeks after award of contract
4.3.3 One certified electronic and four prints of certified copies 16 weeks after
award of contract
4.3.4 One original and one electronic media of as-builts 2 weeks after work is
complete
4.4 Regarding electronic media, the owner requires all files to be editable (native files).

ASSOC. PIP: DOCUMENTATION
PCDPS001-R
PCSPS001 REQUIREMENTS SHEET
PAGE 1 OF 4
PACKAGED EQUIPMENT INSTRUMENTATION DECEMBER 2007
1. Submittal of documentation is a condition of invoice payment. Refer to contract or purchase order.
2. Purchaser review of documentation shall not relieve supplier of responsibility.
Instructions
1. Complete and return this form with quotation.
2. Submit “With Quote” documentation with quotation.
3. Supplier shall submit documentation in compliance with documentation requirements sheet(s) as regards timing,
quantity, and form of documentation.
4. Documentation shall be identified by project, purchase order or contract number, and item number.
5. All drawings and documents shall be black on white with clear image suitable for reproduction. Drawings and documents
shall show information for this project only. Purchaser, at its sole discretion, may accept preprinted standard data if
applicable information is clearly indicated and nonapplicable information is cross-hatched out.
6. “As Built” documents and data books shall be submitted at time of equipment completion.
7. If hard copy data books are required, data shall be provided on three-hole paper and bound in hard covers. Unless
clarity is adversely affected, drawings shall be reduced to scale on 11-inch by 17-inch paper. If the clarity of reduced
drawings is adversely affected, large drawings shall be folded and placed in heavy-duty, three-sided plastic covers and
inserted into the binders.
8. Identify supplier representative responsible for documentation:
NAME:
TITLE:
PHONE:
DEFINITIONS
1. Approval: Submitted for purchaser review and comment.
2. Certified: Certified correct by purchaser/supplier and incorporates comments by purchaser from approval copy.
3. As Built: Incorporates modifications made during fabrication.
REMARKS
NO. DATE REVISION BY APPROVED

PCDPS001-R
PAGE 2 OF 4
ITEM TAG NO.: JOB NO.: REVISION DATE:

DOCUMENT TYPE LEGEND TIME LEGEND
X = ORIGINAL A = WEEKS AFTER CONTRACT AWARD
P = PRINT B = WEEKS BEFORE WORK STARTS
R = REPRODUCIBLE C = WEEKS AFTER WORK COMPLETE
S = SHOTDOWN D = WEEKLY
E = ELECTRONIC MEDIA (DISK, TAPE, ETC.) E = SHIPMENT
WITH APPROVAL CERTIFIED AS DATA

QUOTE COPIES COPIES BUILT BOOK
COPIES COPIES
DOCUMENTATION
QTY QTY QTY QTY QTY
TIME TIME
TYPE TYPE TYPE TYPE TYPE
GENERAL
1. Statement of compliance
2. List of non-compliant items
3. List of exceptions to specification
4. Control system philosophy narrative
5. Equipment protection philosophy narrative
INSTRUMENTATION, LOGIC, EQUIPMENT PROTECTION
AND SAFETY SYSTEMS ACCEPTANCE TESTING
PROCEDURES/REPORTS
6. Factory Acceptance Test (FAT) procedures
7. Site Acceptance Test (SAT) procedures
8. Material inspection and testing procedures
9. Material test reports
10. Acceptance test reports
11.
INSTRUMENTATION
12. Instrument Index
13. Alarm and Shutdown Setpoint List
14. Completed instrument data sheets
15. Manufacturers outline drawings
16. Installation details for shipped loose instruments
17. General arrangement (plan and elevation drawings)
18. Loop diagrams (pneumatic, hydraulic & electronic)
19. Logic diagrams
20. Program listing for programmable devices
21. Piping and Instrument Diagrams (P&ID)
22. Process sample extraction conditioning systems and
installation details
23. Sample line takeoff and return line routing
24. Analyzer house documentation (layout, dimensional,
civil information)
PCDPS001-R
PAGE 3 OF 4

COPIES COPIES
DOCUMENTATION
QTY QTY QTY QTY QTY
TIME TIME
INSTRUMENT ELECTRICAL
25. Electrical area classification certificate
26. Junction Box (JB) locations with tag id
27. JB outline dimensions with conduit entrances
28. JB terminal board layout and wiring diagram
29. Grounding system design
30.
CONTROL PANEL
31. Control panel assembly drawing
32. Layout drawing
33. Internal wiring diagram
34. Internal pneumatic circuits diagram
35. Power tie-in points, distribution and grounding
requirements drawing
SAFETY INSTRUMENTED SYSTEMS
36. Shutdown and interlock equipment protection logic
drawings
37. Shutdown and interlock equipment protection wiring
diagrams
38.
CONTROL SYSTEM CALCULATIONS
39. Fast control loops response times
40. Analyzer system response time (analyzer response
time + sample system lag time)
41. Sample system flow and pressure drop
42. Analyzer building HVAC loads
43. Where building purging is approved, the Analyzer
building purge air changes rate and velocity
44. Utility consumption (Power, Instrument Air, other)
45. Sizing of flow measuring devices
46. Thermowell frequency response limits
47. Sizing of control valves and actuators
48. Sizing of pressure relief devices
49. Control valve noise level
50.
MISCELLANEOUS
51. List of special tools including software required for
maintenance or calibration
52. List of recommended spare parts for start-up and
commissioning
PCDPS001-R
PAGE 4 OF 4

COPIES COPIES
DOCUMENTATION
QTY QTY QTY QTY QTY
TIME TIME
MISCELLANEOUS (continued)
53. List of recommended spare parts for one year
operation
54. Maintenance and operating manuals including
manufacturer’s catalog cut-sheets
55. Documentation index
56.
SHIPMENT
57. List of shipped loose items
58. One complete set of maintenance and operating
manuals shipped with equipment package
59. Record of discrepancies allowed by owner to permit
shipment of packaged equipment
60. Procedure for correction of listed discrepancies
including schedule and responsibility
Comment: Information about documents may be included on this and additional pages. Documents listed on an associated
ITRS that are required for data books should also be listed on a DRS.
COMPLETE REVISION
December 2007

Process Control
PIP PCTPS001
Inspection and Testing Requirements Sheet

PRINTING HISTORY

ASSOC. PIP: INSPECTION AND TESTING
PCTPS001-T
PAGE 1 OF 2
PACKAGED EQUIPMENT DECEMBER 2007
1. Purchaser denotes purchaser or designated representative.
2. Purchaser reserves the right to witness all aspects of manufacturing, to review and reject manufacturing equipment,
testing equipment, test procedures, and test results; and to reject product not meeting requirements.
3. Purchaser shall be given written notice ____ days before inspection or test.
4. Purchaser may perform additional testing, inspection, or both.
5. The submission of inspection and testing results is a condition of acceptance and payment.
S = Supplier supplied inspection or test
W = Purchaser witnessed inspection or test
D = Document results of inspection or test
INSPECTION OR TEST
DP = Send documentation to purchaser
S W D DP
Remarks
Yes/No Yes/No Yes/No Yes/No
INSTRUMENT AND CONTROLS ACCEPTANCE TESTING
1. Factory Acceptance Test (FAT)
2. Review of Supplier’s Test Report
3. Site Acceptance Test (SAT)
PNEUMATIC INSTRUMENTATION
4. Leakage test of all piping and tubing
5. Functional test of all instruments
6. Functional test of all control loops
ELECTRIC/ELECTRONIC INSTRUMENTATION
7. Wiring test – Proper connections and continuity
8. Wiring test – Absence of short circuits
9. Wiring test – Lack of ground faults
10. Functional test of all instruments
11. Functional test of all control loops
12. Verification of loop response to a simulated input signal
Comment: Information about inspections and tests may be included on this and additional pages.
NO. DATE REVISION BY APPROVED

ASSOC. PIP: INSPECTION AND TESTING
PCTPS001-T
PAGE 2 OF 2
PACKAGED EQUIPMENT DECEMBER 2007

MQ SP I 7022

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Power and Water Utility Company for Jubail and Yanbu (MARAFIQ) Master Specification: MQ-SP-I-7022

Project Name: Date: 14 Jan 2011

SPECIFICATION – INSTRUMENTATION FOR PACKAGED EQUIPMENT

Revision Date Originator's Reviewed/Checked By Pages

APPROVALS SIGNATURES DATE

Lead Engineer Thomas B. Robinson

ISSUED FOR : Construction X Other Approved

SPECIFICATION – INSTRUMENTATION FOR PACKAGED EQUIPMENT

A 7/06/2010 Issued for Approval, Table of Contents Only

0 11/04/2010 Issued for Review/Approval

1 1/14/2011 Issued Approved

SPECIFICATION – INSTRUMENTATION FOR PACKAGED EQUIPMENT

SPECIFICATION – INSTRUMENTATION FOR PACKAGED EQUIPMENT

1.1 Scope of Specification

This specification defines the minimum mandatory requirements governing the

2.1 Process Industry Practices (PIP)

A. PCSPS001 Packaged Equipment Instrumentation Specification

B. PCDPS001 Packaged Equipment Instrumentation Documentation

C. PCTPS001 Packaged Equipment Instrumentation Inspection and Testing

3.0 ADDITIONS TO PIP PCSPS001 - “PACKAGED EQUIPMENT INSTRUMENTATION

4.1 Process Industry Practices (PIP)

A. PCSPS001 Packaged Equipment Instrumentation Specification

B. PCDPS001 Packaged Equipment Instrumentation Documentation

SPECIFICATION – INSTRUMENTATION FOR PACKAGED EQUIPMENT

C. PCTPS001 Packaged Equipment Instrumentation Inspection and Testing

A. MQ-DS-I-7630 - Instrumentation for Packaged Equipment

Process Industry Practices

This Practice is subject to revision at any time.

© Process Industry Practices (PIP), Construction Industry Institute, The

Not printed with State funds

Process Industry Practices

2. References .................................. 2 Data Forms

Process Industry Practices Page 1 of 47

2.1 Process Industry Practices (PIP)

Page 2 of 47 Process Industry Practices

2.2 Industry Codes and Standards

• American Petroleum Institute (API)

Process Industry Practices Page 3 of 47

• US Department of Labor, Occupational Safety and Health Administration (OSHA)

automated valve: A valve equipped with a pneumatic, electric, electro-hydraulic, or hydraulic

as shipped: Denotes the condition of packaged equipment as it left the supplier

fiberglass: Denotes fiberglass reinforced plastic (FRP)

Page 4 of 47 Process Industry Practices

supplier: The party responsible for providing the instrumentation

4.1 Control System Parameters

Process Industry Practices Page 5 of 47

4.1.3 Pneumatic Instruments

4.2 Instrumentation - General

Page 6 of 47 Process Industry Practices

4.2.2 Instrument Installation

Process Industry Practices Page 7 of 47

4.2.2.9 Pipestands shall be:

Page 8 of 47 Process Industry Practices

c. Effects of such holes on measurement accuracy noted or

4.4 Level and Interface

Process Industry Practices Page 9 of 47

Page 10 of 47 Process Industry Practices

4) Long capillary lines shall be protected from exposure to

5) Capillary tubing seal legs shall be mechanically protected

6) Excess capillary tubing shall be coiled at the receiving

7) Capillary lines shall be routed away and/or insulated if

8) Capillary length of both seal legs shall be identical on

Process Industry Practices Page 11 of 47