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B01 Issued for Use Mike T Brown 18 Dec 2013 Michael Ho 18 Dec 2013 Mike T Brown 18 Dec 2013
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BP GPO-EN-SPE-30256 B01
Foreword
This document has been prepared in accordance with the BP
Standardisation Strategy. This document will be used in conjunction with
other standardisation initiatives to define the standardisation requirements
for equipment and components.
This is an interim issue of EP-GIS 30-256-1 pending formal ETP approval.
This GPO number has been allocated so that Projects use the same
document and Contractors start to see a consistent number on the
specifications.
This document will be removed from the GPO library as soon as this EP-GIS
is formally issued in the ETP Library.
It is intended that Contractors are provided with a version of this document
that shows the commentary text.
GPO-EN-SPE-30256
18 December 2013
Engineering Technical Practice
Engineering
Specification for Contractor Instrumentation Installation Requirements
Table of Contents
Page
1 Scope .................................................................................................................................... 5
2 Normative references............................................................................................................. 5
3 Terms and definitions............................................................................................................. 6
4 Symbols and abbreviations .................................................................................................... 7
5 Order of precedence .............................................................................................................. 8
6 Instruments............................................................................................................................ 8
6.1 Scope of work ............................................................................................................. 8
6.2 General....................................................................................................................... 9
6.3 Piping flushing and hydrotesting ............................................................................... 10
6.4 Hazardous areas....................................................................................................... 10
6.5 Instrument location.................................................................................................... 11
6.6 Instrument mounting ................................................................................................. 12
6.7 Environmental protection .......................................................................................... 13
6.8 Temperature instruments .......................................................................................... 13
6.9 Pressure instruments ................................................................................................ 14
6.10 Flow instruments....................................................................................................... 14
6.11 Level instruments...................................................................................................... 16
6.12 Weighing systems..................................................................................................... 17
6.13 Fire and gas devices................................................................................................. 17
7 Valve installation.................................................................................................................. 18
7.1 General..................................................................................................................... 18
7.2 Control valves ........................................................................................................... 18
7.3 Actuated block valves ............................................................................................... 18
8 Junction boxes, panels and enclosures................................................................................ 18
9 Instrument cabling and cable supports................................................................................. 19
9.1 Cable tray and rack................................................................................................... 19
9.2 Cable tray and rack installation requirements............................................................ 20
9.3 Cable ........................................................................................................................ 20
9.4 Penetrations.............................................................................................................. 23
9.5 Cable glands............................................................................................................. 24
9.6 Terminations ............................................................................................................. 25
9.7 Markings ................................................................................................................... 25
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Specification for Contractor Instrumentation Installation Requirements
List of Tables
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Specification for Contractor Instrumentation Installation Requirements
Foreword
This Specification conforms to the BP Standardisation Strategy to transform GISs
into engineering technical specifications with no cross references to GPs.
At the date of publication, this Specification conforms to the Engineering Technical
Practices (ETPs) listed in the Bibliography and any approved deviations from these
ETPs.
This Specification together with other BP documents and project specific documents
defines the scope of supply for the equipment. The applicable BP and project
specific documents will be identified in the Purchase Order documentation.
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Specification for Contractor Instrumentation Installation Requirements
1 Scope
2 Normative references
The following documents are referenced in one or more requirements in this document. For dated
references, only the version cited applies. For undated references, the latest version of the referenced
document (including any amendments) applies.
Company documents
EP-GIS 30-254-1 Specification for Contractor Instrument Design Requirements.
GIS 06-602 Specification for Coating and Painting of Supplier Equipment.
GIS 12-159 Specification for Electrical and Instrumentation Cable Glands (IEC).
GIS 12-160 Specification for Electrical and Instrumentation Cable Seals (NEMA).
GIS 12-601 Specification for Junction Boxes (IEC).
GIS 12-602 Specification for Junction Boxes (NEMA).
GIS 30-251 Specification for Instrument Tubing and Fittings - Metric Units.
GIS 30-252 Specification for Instrument Tubing and Fittings - Customary Units.
GIS 30-253 Specification for Field Instruments.
GIS 36-320 Material Specification for 22% Cr and 25% Cr Duplex Stainless Steel.
GIS 64-021 Specification for Gas Custody Transfer Measurement Package.
GIS 64-022 Specification for Liquid Custody Transfer Measurement Package.
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Specification for Contractor Instrumentation Installation Requirements
Energy Institute
Guidelines for the management, design, installation and maintenance of small bore tubing
assemblies. 2nd edition, May 2013.
NACE International
NACE MR 0103 Materials Resistant to Sulfide Stress Cracking in Corrosive Petroleum
Refining Environments.
For the purpose of this Specification, the following terms and definitions apply:
Armour
Steel wire armour or wire braid incorporated in cable.
Company
BP p.l.c., an associate or subsidiary, or other organisation acting as owner, purchaser, or customer as
designated in the Purchase Order.
Computer floor
Raised floor supported above a sub floor to allow cables to be routed into cabinets or panels.
Commonly used within control and equipment rooms.
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Contractor
Entity entering into a contract with Company to provide overall engineering construction and
installation.
Design package
The drawings and documentation generated during the design process defining the installation.
Manufacturer
Entity or sub-supplier producing the equipment item.
Severe service
Severe service includes high pressure gas, toxic service, gas with small molecules
(i.e., hydrogen, ethylene), high vibration and hydraulic service greater than
207 barg (3 000 psig), but will be defined by the project or facility.
Supplier
Entity entering into a contract with Company to provide materials, goods, supplies, equipment, or
plant and includes the successors and (or) permitted assigns of such entity.
For the purpose of this Specification, the following symbols and abbreviations apply:
ID Internal diameter.
I/O Input/output.
IP Ingress protection.
IS Intrinsically safe.
LV Low voltage.
OD Outside diameter.
PTFE Polytetrafluoroethylene.
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PVC Polyvinylchloride.
5 Order of precedence
a. The order of precedence of the codes and standards quoted in the specifications shall be:
1. International and local statutory regulations.
2. Project data sheets.
3. Project specifications.
4. This Specification.
5. Referenced Company documents.
6. Referenced national and international codes.
b. Areas of apparent conflict between documents shall be brought to the attention of
Company for resolution.
c. In the event of a conflict between this document and a relevant law or regulation, the
relevant law or regulation shall be followed. If the document creates a higher obligation, it
shall be followed as long as this also achieves full compliance with the law or regulation.
d. Design, engineering, procurement, and construction for equipment shall comply with the
statutory laws and regulations of the final location of the asset. Refer to documents
identified in the Purchase Order for a list of these regulations.
e. For projects where the final location of the asset is in the EU:
1. Products supplied shall be confirmed to comply with applicable EU directives.
2. A Declaration of Conformity shall be provided.
3. The CE mark shall be affixed to the package nameplate.
4. Components supplied shall be listed together with the EU directives with which they
comply and the rationale by which compliance has been achieved.
5. A Technical File in compliance with applicable EU directives shall be compiled and
retained for a period of 10 years.
6 Instruments
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6.2 General
a. Instruments shall be installed in conformance to the design specification, equipment
specification, approved drawings, and manufacturer’s specification.
b. If the installation cannot be carried out to 6.2a, Contractor shall present an alternative
proposal which shall be subject to agreement by Company responsible engineer.
Alternatives should be reviewed against the design and differences assessed for
impact on accuracy and reliability.
c. Contractor shall liaise with mechanical contractor to ensure flanged instruments and
valves, with particular attention to diaphragm seals, are installed to manufacturer’s
procedures and without damage.
d. During construction, Contractor shall protect instruments and panels from rain, dirt,
sandblast, weld splatter, grinding debris, paint, etc.
e. Manual handling of instruments shall be in conformance to the manufacturer’s
instructions.
f. Panel doors and instrument covers shall be kept closed except when being worked in, and
instrument connection openings shall remain plugged until final connections are made.
g. Material specification shall be confirmed to data sheets and drawings before installation
with particular attention to the following:
1. Instrument parts exposed to process fluids containing hydrogen sulphide specified
and installed to conform to NACE MR0175, NACE MR 0103 or ISO 15156, as
specified on data sheets.
2. Flanges of instruments and thermowells specified as duplex or super duplex made of
materials that conform to GIS 36-320.
3. Copper, silver, mercury or alloys containing these metals (except Alloy 400) not in
contact with process fluids.
h. Sources of energy e.g. pneumatic, hydraulic etc. shall be identified as to service, flow
direction and function at the point of distribution.
i. Mounting materials shall be installed to minimise electrolytic corrosion by avoiding the
contact of dissimilar metals. Insulating materials shall be inserted between the contact
surfaces if the use of dissimilar metals is unavoidable.
j. Welding shall not be permitted to pressure-containing parts of pressure vessels.
k. Instruments, gauge glasses, sight flow glasses, etc., shall be protected from damage during
fabrication, painting, insulation, and other assembly and construction activities. Gauges
and glasses etc. shall be free of paint, insulation and other defacing material.
l. During sandblasting and painting operations, locally mounted instruments, gauges, glasses,
control valve stems, nameplates, and working surfaces shall be covered or removed as
applicable.
m. If an instrument is inadvertently covered by paint, the paint shall be removed so as to avoid
damaging the finish.
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c. Contractor shall ensure that all certified electrical equipment has been labelled or marked
by supplier with the correct IP rating, category rating, Ex protection type, gas group, and
temperature classification where applicable and that the required certificate has been
supplied.
d. The apparatus sub-group and temperature classification shall be as stated in the project
documents.
e. Electrical apparatus for use in hazardous areas shall be installed in conformance to:
1. Standard applicable to the project.
2. Type of protection employed.
3. Conditions stated on the apparatus certificates issued by the testing authority.
f. Only trained personnel (as detailed in Contractor’s quality management system) shall
undertake the installation of hazardous area certified equipment.
g. Barrier glands shall be used if specified in project documentation.
h. Approved sealing washers shall be used if required to maintain IP rating of equipment.
i. Painting of flameproof components, other than that applied by the manufacturer, shall not
be permitted.
j. Repairs to paintwork on instruments shall be carried out in conformance to the
manufacturer’s instructions.
k. Obstructions around the flanges of flameproof equipment shall not be permitted.
l. Where corrosion inhibiting grease is required, a proprietary non-hazardous material
suitable for use with Ex d apparatus shall be applied to the flame path of equipment.
m. No alterations or substitutions shall be made to equipment unless this is permitted in the
equipment certification.
n. The number and size of gland entries into certified enclosures shall not be modified.
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i. Instruments, their supports, or connected tubing, piping, or cable shall not constitute a head
or tripping hazard.
j. Instruments shall be mounted with a clearance of at least 600 mm (2 ft) from equipment
with surface temperatures in excess of 40°C (104°F).
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q. Instruments shall be tubed so that devices are removable by detaching only the associated
tubing and cable without disrupting the functionality of other devices.
r. Atmospheric vents, particularly from solenoid valves, shall be directed to avoid a hazard to
personnel or equipment and avoid the ingress of moisture and contaminants.
In exceptional circumstances it may be required to install a U bend on the vent to
achieve this, in agreement with Company responsible engineer. Note that equipment
should not be supplied vents facing up when installed correctly.
s. Tubing shall be installed in the vent connection, routed to provide a safely directed vent.
t. Instruments requiring a vent opening shall have a self-draining, bug proof, breather screen
to eliminate blockages.
6.7.1 General
Protection will be specified if required to maintain instruments within the operating parameters
defined by the manufacturer.
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2. Shielded, single triad or quad connecting cables with stranded copper conductor, as
defined on project drawings.
3. Connected to terminal block or head mounted transmitter in RTD head.
d. Thermocouples without head mounted transmitters shall be connected with the correct type
of extension wire to eliminate sources of errors produced by dissimilar metal junctions.
e. Thermocouple extension wires shall conform to IEC 60584, Part 3, Class 1 or API RP 551,
as defined by project documentation.
f. Thermocouple heads connected to thermocouple sheaths shall be supported to protect
sheathed thermocouple elements from bending forces.
g. Temperature sensing elements using filled systems shall be installed with at least 600 mm
(24 in) of extra cable and capillary and coiled at the element to permit disconnection
without damage to the capillary tube.
h. Capillary tubing shall be supported throughout its length and not bent through a tighter
radius than 100 mm (4 in).
i. Spare capillary shall be coiled neatly, conforming to manufacturer’s guidance, secured and
supported to avoid mechanical damage. The coil shall not be less than 200 mm (8 in)
diameter.
j. Capillaries shall be protected from direct sunlight and sources of heat.
6.10.1 General
a. This Specification addresses requirements for non-fiscal flow measurement.
b. Custody transfer flow measurement installation is covered in GIS 64-021 for gas or
GIS 64-022 for liquid.
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6.11.1 General
a. Stand pipes and chambers shall be mounted vertically to a tolerance not exceeding
±1 degree.
b. For instruments having coatings vulnerable to explosive decompression, care shall be
taken during venting following any pressure test.
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6.11.7 Switches
Level switches shall be removable without the need to disconnect the cable.
6.11.8 Gauges
a. Level gauge glasses and magnetic gauges shall be installed and oriented so that they are
readable from operational areas.
b. Mechanical support for level gauges shall be reviewed to ensure gauges are supported in
conformance to manufacturer’s instructions.
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7 Valve installation
7.1 General
a. Contractor shall be responsible for:
1. Liaising to ensure control and actuated on/off valves are handled and installed
correctly.
2. Ensuring precautions are taken to avoid inner valve damage to weld end valves.
3. Installing tubing and cabling when flange bolting assembly is complete.
b. Installation shall be in conformance to project hook up details, piping arrangements and
suppliers requirements.
c. The installation shall provide access for maintenance for both valve and actuator.
d. Diaphragm and piston-actuated valves shall be installed with their stems vertical and with
accessories able to be reached from grade or platform.
e. Valves shall be mounted with the flow indication arrow correctly orientated.
f. If positioner, position indicator, or actuator need to be changed at site this shall be carried
out in conformance to the manufacturer’s procedure and may be witnessed by Company
responsible engineer.
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c. Equipment, control and I/O rooms, construction, painting, finishing, and clean-up work
shall be complete and ready for installing completed control panel, control console,
uninterruptible power supply, auxiliary racks, or other control and I/O room hardware.
d. HVAC systems shall also be complete and functioning or temporary heating and air
conditioning shall be located in the area and in operation to maintain environment to panel
supplier’s directions.
e. The following applies to panels, cabinets, equipment racks and other similar items, referred
to as “panels”:
1. Panels designed for installation indoors shall only be installed when the main
structural work is complete including the roof and doors and the facility is dustproof,
watertight and air-conditioned.
2. Before installation, Contractor shall check that:
a) Panels are positioned to allow all doors to open fully.
b) Panels and doors are positioned so that they do not impede emergency escape
routes.
3. Panels shall be located in conformance to project drawings.
4. Contractor shall provide mounting frames, if specified on project documents, to
support panels located in rooms with computer floors so that the base of the panel is
level with the finished floor.
5. Mounting frames shall be constructed and finished in conformance to project
documents.
6. Panels shall be lifted and moved in conformance to supplier’s procedure, using
designated lifting eyes, spreader beams etc. as directed.
7. Removable lifting lugs shall be removed from panels after installation and final
positioning. Lifting lug holes shall be plugged by bolts or blanking plugs, supplied by
Contractor.
8. Panels shall be bolted to the mounting frame.
9. Instruments removed from panels for transportation or delivered separately, shall be
reinstalled and reconnected by the panel supplier or by Contractor under the panel
supplier’s supervision.
10. Panels bottom gland plates shall be sealed at the cable entry.
11. Panels shall not be powered up without authorisation from Company responsible
engineer.
12. Panel doors shall be locked after installation to prevent access by unauthorised
personnel. Key distribution shall be controlled by the Contractor.
13. After installation of panels, areas shall be restricted to authorised personnel.
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Unistrut or similar.
c. Materials shall be in conformance to 6.6c.
d. Supports for cable tray runs shall be clamped, bolted or welded to steelwork as specified in
project drawings.
e. The spacing of cable ladder rack and tray supports shall be as specified on project design
drawings or in conformance to manufacturer’s recommendations.
9.3 Cable
9.3.1 General
a. Cables shall be installed to project design drawings and documents.
b. Cables shall be accurately measured prior to cutting or the cable pulled through a
calibrated measuring device.
c. Before installation, Contractor shall check that:
1. Routes are accessible and available.
2. The cable is designed for the environmental conditions and installation methods to be
used.
d. Cables shall not be attached to pipes or structural steel members.
e. Cables shall be:
1. Installed clear of process and service pipes to allow for pipe coating and insulation.
2. A minimum distance of 400 mm (16 in) from insulated lines.
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f. Cable shall be routed as a continuous length from origin to destination without joints or
splices, except if specified otherwise on project design drawings.
g. Protection against mechanical damage shall be provided as detailed on the project design
drawings where cables pass vertically through floors, platforms, walkways, etc.
h. Cables shall be handled and installed so that damage is not caused by abrasion or by
tension outside of cable manufacturer’s recommendations.
i. Tension applied to cables during installation shall be monitored to prevent stresses being
applied that exceed the cable manufacturer’s recommendations.
j. Pulling methods shall be detailed in Contractor's procedure.
k. Cables shall be laid in smooth parallel formations. Twists, crossing or intertwining of
cables shall not be acceptable.
l. Cables shall not be bent to a radius below the minimum bending radius as specified by the
manufacturer.
m. Cables shall not be handled or installed in ambient temperatures lower than those specified
by the cable manufacturer.
n. Cables shall not be cut and left exposed to the environment for more time than is necessary
to complete cable glanding and terminating.
o. Cable ends that might be exposed for more than 24 hours shall be sealed using a
proprietary method.
p. If cable ends are coiled pending installation, cables shall be coiled individually, supported
and strapped together to avoid tangling. Armouring wire shall not be used for this purpose.
q. Cable coils shall be clearly and legibly identified using non-corrosive material.
r. Coils shall be arranged in sequence and for ease of accessibility during installation.
s. IS signal cables shall be segregated from NIS signal cables in conformance to the project
design documentation.
t. Contractor shall ensure that parallel routed electronic signal cables are separated from
power cables and lighting cables in conformance to EP-GIS 30-254-1 where installed to
project drawings or site run.
u. If intersection between groups is unavoidable, the different groups of cable(s) shall cross at
right angles without touching.
v. Electronic or electrical instrumentation shall be installed with a loop of cable at the device
to facilitate removal without causing stress on the cable, and with sufficient length of cable
to permit re-glanding in case of damage.
w. Top surface cable entries into externally located enclosures shall not be permitted.
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c. Cables up to and including 40 mm (1 1/2 in) overall diameter shall be individually secured
along their length by EVA coated SS UV resistant, self locking proprietary cable ties.
d. Cables above 40 mm (1 1/2 in) overall diameter shall be individually secured along their
length by proprietary cable cleats.
e. Holding down clips, clamps or ties shall be of such dimensions that when tensioned for the
final installation they do not damage the cable sheath or substructure.
f. Cables shall be supported within 900 mm (3 ft) of termination points and where they pass
through floors, decks etc.
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9.4 Penetrations
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9.6 Terminations
a. Conductors shall be terminated with compression type lugs unless the equipment being
connected to is equipped with clamp type terminals.
b. Multi stranded cable conductors up to and including 2,5 mm2 (12 AWG) shall be
terminated via bootlace crimp ferrules.
c. Only crimping tools with a current calibration certificate shall be used for applying crimps.
d. No more than one conductor shall be connected to each terminal, except where detailed on
Contractor design drawings. In such cases the two wires shall be crimped together.
e. Multicore instrument signal cables or radials shall be protected by neoprene rubber sleeves
using a sleeve expander tool.
9.7 Markings
a. Cable numbering shall be in conformance to the project cable schedule.
b. Cable markers shall be located at each end of the cable and at both sides of cable transits,
bulkheads or where the cable enters or leaves a rack or tray.
c. Cable markers shall be clearly visible from the direction in which the cables would be
normally inspected.
d. Core identification, where specified, shall be provided in conformance to the design
drawings and be readable in the terminated position.
e. Each core of a cable entering an item of equipment shall be marked, using a proprietary
cable marking system, as specified in project documentation.
10.1 General
a. Combined thread sealant and lubricant shall be used on taper threads for instrument
connections, conforming to manufacturer’s instructions, as follows:
1. Anaerobic based fluid sealing compounds on piping and tubing fittings up to
temperatures 175°C (350°F)
2. High temperature anti-seize lubricant for services over 175°C (350°F).
b. PTFE tape shall not be used, except for analyser sample lines.
c. Analyser sample lines shall:
1. Not use sealing compounds or lubricant.
2. Use PTFE tape, applied in conformance to manufacturer’s instructions, without any
tape extending beyond or overhanging the first thread.
Anaerobic based fluid sealing compounds are not used on analyser sample lines as
the compounds affect gas analyser results. This also applies to any PTFE tape in
the flow stream.
d. Spare manifold ports shall be plugged with a similar metallurgy threaded pipe plug.
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Specification for Contractor Instrumentation Installation Requirements
a. Impulse lines shall be installed with a minimum continuous slope of 1 in 12 and as few
changes in direction as possible.
b. Low and high spots shall be avoided but if this is not possible a drain valve at the lowest
point or vent valve at the highest point shall be provided.
c. Tubing runs shall be installed in conformance to design drawings. Exceptions shall be
highlighted in conformance to 6.2b.
d. Impulse tubing and piping shall be as short as possible. The length of tube between
process isolation valve and instrument should be less than 6 m (20 ft).
e. Impulse tubing routing shall be installed in conformance to the drawing provided as part of
the design package, where provided.
f. Impulse lines, if used, shall:
1. Meet design rating and connection requirements of the process.
2. Have a block valve within 1m (3ft) of the process line and a test and isolation
manifold with vents and drains integrated with the instrument.
i. Each instrument shall have an isolation valve at the air distribution point or manifold.
j. Air supply connections to instruments shall be made with unions or “reusable” tube fittings
and shall be supplied with a shutoff valve ahead of the connection.
k. Air sub-headers shall be installed with a minimum slope of 1 in 25 and drainage shall be
provided at the low points of the headers.
l. Filter regulators will be provided as required for individual air supplies to field mounted
instruments.
m. Air supplies shall be labelled with the tag number of the user at the header end.
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10.5 Tubing
a. Tubing supplied by Contractor shall be in conformance to GIS 30-251 or GIS 30-252
(version in the Purchase Order applies).
b. Tubing shall not be run in designated high fire risk areas.
c. Tubing shall be:
1. Installed with a minimum number of joints.
2. Free of residual mechanical strain.
3. Located in instrument tray or routed to protect the tubing from mechanical damage,
liquid spills, or corrosive gasses.
d. Deformed or kinked bends shall not be permitted.
e. Thermal expansion bends shall be installed when routing straight runs of tubing.
f. Tubing shall be routed so that it does not interfere with access to or removal of facility
equipment.
g. Tubing shall not be installed where it could provide a convenient foothold or step.
h. Manufacturer approved cutting tools shall be used in conformance to the manufacturer’s
recommendations.
i. Tubing shall be de-burred inside and outside, checking that the tube is round and free from
burrs and distortions prior to installation.
j. Bends shall be used in place of fittings wherever possible.
k. The minimum bending radius shall be in conformance to manufacturer’s requirements.
Typical requirements are 6 times the outside diameter for l2 mm (1/2 in) and smaller
tube and 10 times the outside diameter for multi-tubes.
l. Tubing bends shall be made with correctly sized double roller style benders to avoid
defects introduced to tubing during the bending process.
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11.1 General
a. Earthing (grounding) and bonding associated with instrumentation systems shall be
installed.
b. Reference shall be made to project documentation with regard to earthing (grounding) and
bonding methods and requirements, in particular the instrument earthing (grounding)
philosophy diagrams.
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e. Protection against vibration shall be provided, for example by heavy duty single coil spring
washers.
f. Instrument, fire and gas, and communications devices having metal non-current carrying
enclosures and mounted within non-conducting panel framework shall be electrically
bonded to an earth (ground) stud, which in turn shall be connected to earth (ground) in
conformance to the project drawings.
g. Earth (ground) connections shall be dedicated for this purpose and made utilising devices
and materials in conformance to requirements specified in project drawings and the codes
and standards referenced therein.
h. Cover screws and mounting bolts shall not be used as earth (ground) connections.
i. The earthing (grounding) system shall be installed in conformance to the project drawings.
j. Earthing (grounding) for intrinsically safe circuits shall be in conformance to
IEC 60079-14.
k. Wire and cable used to make earth (ground) connections shall be:
1. Single core.
2. At least 6 mm² (10 AWG) stranded tinned copper conductor.
3. Sheathed green/yellow.
4. Sized to suit earth (ground) fault load if required.
l. Instrument, fire and gas, and communications equipment mounted in a non-conducting
panel framework shall be electrically bonded to the nearest protective earth (ground)
connection.
11.3 Cabling
11.3.1 General
a. Cables shall have their metal armour connected to earth (ground) at both ends, unless
specified otherwise on the project drawings.
b. Cables shall be checked for roundness before installing glands.
c. If the Contractor is responsible for sizing earthing (grounding) cables, they shall be in
conformance to the IEE recommendations applicable to the installation.
d. Spare cores of multi-core or multi-pair electrical and instrumentation cables shall be
terminated into spare terminals and collectively earthed (grounded) within the termination
enclosure in conformance to project drawings.
e. Spare cores or pairs shall be marked in conformance to project drawings.
f. Glands shall be installed in conformance to manufacturer’s instructions by personnel
trained in the procedure.
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d. Cable screens shall be sleeved and terminated on an isolated terminal in the instrument or
other device.
e. If a terminal is not available, a 70 mm (3 in) tail shall be sleeved, coiled and insulated for
testing purposes.
f. Cable screens shall be sleeved green/yellow, insulating tape shall not be permitted.
g. Screens and armouring shall be insulated from each other as defined on project drawings.
h. Screens in IS cables shall be connected to the IS earth (ground) bar in conformance to the
requirements of project drawings.
i. Screens in NIS cables shall be connected to the clean earth (ground) bar in conformance to
the requirements of project drawings.
j. Screens in cables to grounded junction type temperature measurement devices shall be
earthed (grounded) at the element end.
k. Glands screwed into an Ex d enclosure with removable gland plates that are not bolted to
the enclosure using captive nuts shall be fitted with external earth (ground) tags.
l. Glands for Ex e and Ex i certified equipment screwed into:
1. A metal enclosure with unpainted gland plates and clearance hole entries shall have
internal lock nuts and a serrated shake proof washer fitted.
2. A metal enclosure with painted gland plates and clearance holes entries shall have
internal lock nuts and a serrated shake proof washer. The serrated shake proof washer
shall be of a design to cut into the painted surface and electrically bond with the base
metal.
3. Non metallic enclosures that are not fitted with internal continuity plates connected to
an earth (ground) point shall be fitted with external earth (ground) tags, internal lock
nuts and a serrated shake proof washer fitted.
m. If the material of the gland plate cannot be identified, glands shall have external earth
(ground) tags fitted.
n. If fitted, earth (ground) tags shall be "daisy-chained" together with a minimum 6 mm²
(10 AWG) earth (ground) cable and then connected to an internal earth (ground) point on
the enclosure.
Tapped holes in one-piece flameproof Ex d certified enclosures do not require a
serrated shake proof washer or earth (ground) tag, there being five contactable
threads by definition.
An Ex d enclosure with removable gland plates that are bolted to the enclosure
using captive nuts do not require earth (ground) tags.
Tapped holes in a metal enclosure with painted or unpainted gland plates that have
at least three threads in contact with the gland thread do not require earth (ground)
tags, however an internal lock nut shall be fitted.
Non metallic enclosures fitted with internal continuity plates connected to an earth
(ground) point do not require earth (ground) tags, but shall have internal lock nuts
and a serrated shake proof washer fitted.
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Specification for Contractor Instrumentation Installation Requirements
12.1 General
a. Contractor shall ensure that:
1. Equipment and materials are labelled in conformance to project documents.
2. Labels are protected during any local surface preparation work and painting.
b. Both equipment and the equipment location shall be labelled so that when equipment is
removed for testing or calibration its location remains identified.
c. Instrument identification tags shall be SS. Engraving or die stamp shall include the
instrument tag number in numerals at least 3 mm (1/8 in) high.
d. If SS screws or bolts are not available, tags shall be affixed using SS rivets.
e. If rivets, screws or bolts are not available, then identification tags for field instruments
shall be attached with SS wire at least 0,75 mm2 (AWG 18) diameter.
f. Fixings for labels shall not reduce the IP rating of equipment by, for example, junction
boxes fitted with “top hat” brackets.
g. Labels shall be manufactured with materials ensuring long service within aggressive
environments.
h. Abbreviations shall be standardised and consistent for all titles as specified in the project
specifications.
i. Plastic markers will be permitted on cables unless otherwise defined in project documents.
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Specification for Contractor Instrumentation Installation Requirements
2. Service description.
3. Warnings of live terminals.
4. Requirement for remote isolation.
5. Service voltage (power outlets only).
6. Equipment certification details.
g. Plastic sandwich type labels shall be manufactured as follows:-
1. Labels for normal NIS services shall be plastic sandwich type white-black-white.
2. Labels for emergency and shutdown NIS services shall be plastic sandwich type
white-red-white.
3. Labels for IS services shall be plastic sandwich type blue-white-blue.
4. Labels for emergency and shutdown IS services shall be plastic sandwich type blue-
red-blue.
5. Warning labels shall be plastic sandwich type yellow-black-yellow.
h. Minimum height of lettering and numbering on labels shall be 5 mm (0,2 in).
13.1 General
a. Contractor shall be responsible for:
1. Taking delivery of "free issue" and "Company supplied" equipment and materials
2. Secure storage of all items in environmentally controlled, vibration free conditions in
conformance to Contractor's procedure.
3. Continuous stores monitoring and reporting equipment and material usage.
4. Advising Company of any anticipated shortages to avert delays.
b. Upon receipt, instruments shall be checked for:
1. Conformance to Purchase Order specifications.
2. Correct tagging.
3. Shipping damage.
4. Relevant documentation (installation and handling instructions).
c. After inspection, instruments shall be:
1. Replaced in their original factory boxes.
2. Correctly tagged.
3. Stored on shelves in a dry, enclosed area.
d. Prior to installation, instruments shall be stored in a protected and secure environment to
prevent ingress of moisture.
e. Integrity of sealed protective covers shall be maintained during storage.
f. Installed instruments shall be covered using polyethylene throughout construction
activities, except during actual work on the instrument.
g. Coverings shall be kept in place and integrity of protection maintained until final
commissioning in order to protect the device from environmental factors.
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Specification for Contractor Instrumentation Installation Requirements
h. If equipment items require special treatment during storage, shipment and installation,
Contractor shall follow the specific manufacturer’s instructions.
i. After installation, vulnerable electrical, instrument, fire and gas, and communications
equipment shall be provided with temporary mechanical protection in order to avoid
damage to them during construction and activities prior to the commencement of
precommissioning and commissioning activities.
13.2 Instruments
a. Electronic instruments shall be stored in a dust-free room between 8°C and 45°C (45°F and
110°F) or in conformance to manufacturer’s procedure if more onerous.
b. Pneumatic instruments shall be stored in a dry area, protected from the elements.
c. Instruments shall be sealed and stored in plastic wrap, placed in a box with desiccant bags
outside the plastic wrapping, and stored indoors.
The desiccant bags should not contact any wiring, terminals, or electronic parts.
d. Heating and air conditioning shall be provided where required.
e. Rotating equipment shall be periodically rotated in conformance to manufacturer’s
instructions to prevent bearing damage.
f. Lifting or slinging of equipment shall be done using only manufacturer’s prescribed lifting
methods.
g. Supply and application of consumables (purging gas, dry air, nitrogen) required for the
correct storage and handling of equipment under the care of Contractor shall be the
responsibility of Contractor.
h. Desiccant bags shall be placed inside equipment enclosures during storage.
i. Pneumatic and electrical openings shall be weatherproofed using protective plastic port
plugs if storing instruments prior to and during installation.
j. Dial thermometers, pressure gauges, and gauge glasses shall be protected against physical
damage from construction activities.
k. Devices may require removal and storage in a dry, enclosed area for protection. In that
case, process connections shall be capped or plugged with metal or plastic caps or plugs
until the instruments are installed.
13.3 Panels
a. If labelling is not visible, packaging shall only be opened just enough for identification,
then resealed.
b. Desiccant bags shall be placed inside the packaging before resealing.
c. Panels shall be placed in a dry, enclosed or protected area with temperature between 8°C
and 45°C (45°F and 110°F) unless project documentation specifies otherwise.
d. Panels with internal heaters shall be energised during storage.
13.4 Tubing
a. Storage of tubing and fittings for the project shall be managed to avoid any danger of
mixing fittings or tube of the wrong size or type.
b. Only fittings and tubing in conformance to project requirements e.g. size, wall thickness,
customary or metric, manufacturer, shall be held in store.
c. Tubing packages shall be segregated and clearly marked by material, size and wall
thickness.
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Specification for Contractor Instrumentation Installation Requirements
d. Tube that is deformed, scratched, scored or otherwise marked shall not be used.
These are safety critical requirements. It is crucial that only the correct fittings and
tubing are available. Mixing of fittings and sizing can be dangerous. To avoid
confusion, if tubing of different wall thicknesses are specified, consider only using
the higher rating tubing.
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Specification for Contractor Instrumentation Installation Requirements
14 Quality management
The quality management system shall conform to ISO 9001, API Specification Q1, or other agreed
internationally recognised standard to ensure that the products and services provided conform to the
requirements for supplier quality identified in the Purchase Order.
15.3.1 Scope
a. The site inspection covers the mechanical completion checks that shall be carried out on
the installed equipment before it is put into service.
b. Contractor shall be aware that the mechanical completion checks are to establish that the
installation work has been carried out correctly to establish that the equipment is in a ready
to energise condition.
c. All checks shall be carried out in conformance to Company approved Contractor
procedures.
d. Contractor shall rectify any faults.
15.3.2 Safety
Competent and qualified staff shall be provided by Contractor to operate the permit to work
system.
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Specification for Contractor Instrumentation Installation Requirements
15.3.4 General
a. Prior to any testing, inspection or mechanical completion certification, Contractor shall
submit the following for Company approval:
1. Procedures, complete with sample recording methods.
2. Qualifications and CV for personnel proposed for inspection activities.
b. Procedures shall fully describe:
1. Method to be employed for inspection of each type of equipment.
2. Record sheets to be used.
3. Maximum and minimum test values to be employed.
c. Accurate records shall be:
1. Kept of all checks.
2. Retained by Contractor.
3. Handed to Company upon completion as a comprehensive mechanical completion
document.
d. Equipment required for any tests and mechanical completion activities shall be provided,
unless otherwise specified in the Purchase Order, including:
1. Appliances.
2. Instruments.
3. Labour.
4. Fuel.
e. Current certificates for all test equipment to be used shall be provided.
f. If specifically required, manufacturer’s representatives will be available for supervisory
guidance for the testing of major items of equipment. This shall not relieve Contractor
from responsibility for providing competent and qualified personnel.
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15.3.6.1 General
a. Piping and tubing shall be inspected for proper support in conformance to specified
requirements.
b. A mounting inspection test should be carried out for Coriolis metering installations:
1. Test consists of unbolting one set of Coriolis meter flanges along with the piping
support fasteners on either side of the Coriolis meter
2. If a shift is seen in the alignment between the unbolted Coriolis meter’s flange and
piping flange, it is not acceptable and Contractor shall liaise, in agreement with
Company responsible engineer, to rectify the installation.
c. Tubing connections shall be tight and in conformance to manufacturer’s specifications.
d. Tubing connectors (nuts, ferrules, and fittings) shall be from the same manufacturer and of
the same type.
e. Inside diameter of tubing and piping shall be verified.
Small amounts of dirt or cutting debris may affect hydraulic piping or tubing flow.
Also, tubing inside diameter is often reduced after cutting.
f. Evidence of leak testing shall be reviewed.
g. Field mounted electrical instruments using conduit shall have seals installed with sealant as
specified.
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Specification for Contractor Instrumentation Installation Requirements
a) At least 10% of the fittings in process service (primary tubing runs) shall be
disassembled for inspection.
b) For each improperly made up fitting, an additional two fittings shall be inspected
by disassembly.
b. Inspection criteria for tubing compression fittings shall include:
1. Cleanliness.
2. Burrs or deep longitudinal scratches.
3. Tube ends square.
4. Galling of the ferrule or fitting seat.
5. Tubing is out of round from bends being located too close to the fitting.
6. Tube bottoms in fitting body.
7. Ferrule adequately biting the tube and back from the tube end.
8. Ferrule(s) fitted correct way round.
15.3.6.6 Instrument air sub header, manifold branch lines, and pneumatic signal lines
a. A leak test shall be carried out by charging with clean, dry, oil free air, or industrial
nitrogen to a pressure of 1 bar (15 psi) above the operating pressure (with individual users
capped at consumer end).
b. The pressure shall be maintained for 10 minutes and any leakage detected by means of
proprietary leak detection fluid.
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g. The following shall be checked for dimension and material conformance to manufacturer
and project specifications:
1. Flow orifice meter runs.
2. Venturi tubes.
3. Flow nozzles.
h. For orifice plates, bore shall be measured before installation for the following:
1. Bore conforms to data sheet.
2. Bore within tolerances shown in Table 2.
If applicable, preparation of equipment for transportation shall conform to the packing, marking, and
shipping instructions or other documents identified in the Purchase Order.
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Specification for Contractor Instrumentation Installation Requirements
17 Deliverables
a. Technical data, registers, documents, and drawings that together define the scope of the
Purchase Order shall conform to the requirements for supplier information identified in the
Purchase Order.
b. “As Built” documents shall be provided, based on the “AFC” drawings included in the
design package supplemented by additional drawings if these are required to convey the
status of the project.
c. If these additional drawings are of the physical installation, they shall be drawn at the same
scale and use the same symbols and format as the design package.
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Specification for Contractor Instrumentation Installation Requirements
Annex A
(Normative)
Welding qualification
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Bibliography
BP
[1] GP 12-15, Wire and Cable (3 December 2003).
[5] GP 30-10, Non-Fiscal Flow Instruments (Class 2 & 3) (29 April 2013).
[8] GP 30-35, Control Valves, Choke Valves, and Pressure Regulators (18 June 2013).
At the date of publication, this Specification conforms to the ETPs listed below and
any approved deviations from these ETPs:
• GP 12-15, Wire and Cable (3 December 2003).
• GP 12-75, Cable Trays and Raceways (12 December 2003)
• GP 30-01, Temperature Instruments (27 May 2013).
• GP 30-05, Pressure Instruments (07 May 2013).
• GP 30-10, Non-Fiscal Flow Instruments (Class 2 & 3) (29 April 2013).
• GP 30-15, Level Instruments (06 September 2012).
• GP 30-25, Field Instruments - General (30 September 2012).
• GP 30-35, Control Valves, Choke Valves, and Pressure Regulators (18 June
2013).
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