EP FE in PHL 001 01 E Philosophy Control Instrumentation Packaged Units

OMV Petrom S.A.
Regulation
TABLE OF CONTENTS
1.
Introduction....................................................................................................................................................3
Preface ........................................................................................................................................................3
Purpose.......................................................................................................................................................3
2.
Regulatory content........................................................................................................................................3
2.1.
Codes and standards ................................................................................................................................3
2.2.
General requirements for field instruments...........................................................................................8
2.2.1.
General ...................................................................................................................................................8
2.2.2.
Environmental conditions ..................................................................................................................10
2.2.3.
Electrical terminal strips ....................................................................................................................10
2.2.4.
Pneumatic and hydraulic connections..............................................................................................10
2.2.5.
Markings and tags ..............................................................................................................................11
2.3.
Specific requirements for field instruments ........................................................................................11
2.3.1.
Requirements common for all types of instruments ......................................................................11
2.3.2.
Pressure and differential pressure instruments ..............................................................................12
2.3.3.
Flow instruments ................................................................................................................................15
2.3.4.
Temperature instruments ..................................................................................................................17
2.3.5.
Level instruments ...............................................................................................................................20
2.3.6.
Process stream analysers...................................................................................................................22
2.3.7.
Corrosion monitoring .........................................................................................................................23
2.3.8.
Control valves......................................................................................................................................23
2.3.9.
Self-contained regulators...................................................................................................................24
2.3.10.
ESD/PSD & BDV valves..................................................................................................................24
2.3.11.
Motor operated valves ...................................................................................................................26
2.3.12.
Pressure safety valves....................................................................................................................26
2.4.
Requirements for Unit Control Systems for packaged units .............................................................27
2.5.
Technical requirements for instruments utilities supplies, cabling systems and cabinets ............28
2.5.1.
Electrical power ..................................................................................................................................28
2.5.2.
Air supply.............................................................................................................................................28
2.5.3.
Cable routing .......................................................................................................................................29
2.5.4.
Cables...................................................................................................................................................29
2.6.
Technical requirements for instrumentation testing ..........................................................................31
2.6.1.
Manufacturers internal test ..............................................................................................................31
2.6.2.
Final tests.............................................................................................................................................31
2.7.
Maintenance in design............................................................................................................................31
2.8.
Documentation requirements................................................................................................................31
2.9.
Certifying authority review requirements ............................................................................................32
2.10.
Spare parts...............................................................................................................................................32
3.
Responsibilities............................................................................................................................................33
4.
Terms and abbreviations ............................................................................................................................33
5.
Obsolete regulations ...................................................................................................................................35
6.
Supporting documentation ........................................................................................................................35
7.
Distribution list ............................................................................................................................................36
8.
Amendments from previous edition..........................................................................................................36
9.
Annexes ........................................................................................................................................................36
1.1.
1.2.
OMV Petrom S.A. Philosophy - RO-EP-FE-IN-PHL-001-01-E

Philosophy for Control and
Valid from: 15 December 2010
Page 2 of 36
Instrumentation in packaged units
Edition: 1
OMV Petrom S.A. Regulation

1.
Introduction
1.1.
Preface
1.1.1. This Philosophy defines the Petrom Exploration & Production SA corporate policy on the
design of control and instrumentation included in vendor packaged units for onshore
hydrocarbon production and processing facilities. The document specifies basic
requirements and criteria, defines the appropriate codes and standards, and assists in the
standardisation of facilities design across all onshore operations.
1.1.2. The design process needs to consider project specific factors such as the location,
production composition, production rates and pressures, the process selected and the size
of the plant. This philosophy aims to address a wide range of the above variables, however
it is recognised that not all circumstances can be covered. In situations where project
specific considerations may justify deviation from this philosophy, a document supporting
the request for deviation shall be submitted to Petrom E&P for approval.
1.1.3. No OMV document regarding the same subject exists at this date.
1.2.
Purpose
1.2.1. This Philosophy together with specific Project Technical Specification and Data Sheets
covers the minimum requirements for the design of control and instrumentation system in
packaged units.
1.2.2. This document shall be used as a reference during the Front End Engineering Design and
Detailed Design whenever a new facility is to be built or an existing facility has to be
revamped.
2.
Regulatory content
2.1.
Codes and standards
2.1.1. The applicable reference standards for design, manufacture, inspection, testing and
installation of the control and instrumentation in packaged units system shall be the latest
edition, including the amendments.
2.1.2. In case discrepancies occur between the provisions of different standards referring the
same subject, these shall be brought to Petrom knowledge for a decision.
Directive 2006/42/EC
Council Directive on the approximation of the laws of

the Member States relating to machinery

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Edition: 1
Directive 94/9/EC

the Member States relating to equipment and
protective systems intended for use in potentially
explosive atmospheres - ATEX
Directive 97/23/EC

the Member States relating to pressure equipment PED

the Member States relating to electromagnetic
compatibility EMC

the Member States relating to common provisions for
both measuring instruments and methods of
metrological control
Council Directive on measuring instruments
BRML Order
Concerning the official list of measuring instruments

under legal metrological control LO-2010
EN 837
Pressure gauges. Bourdon tube pressure gauges
EN 1092-1
Flanges and their joints - Circular flanges for pipes,

valves, fittings and accessories, PN designated - Part 1:
Steel flanges
EN ISO 4126
Safety devices for protection against excessive

pressure
EN ISO 5167
Measurement of fluids by means of orifice plates and

venturi tubes inserted in circular cross section conduits
running full
EN ISO 6817
Measurement of conductive liquid flow in closed

conduits. Method using electromagnetic flowmeters
EN ISO 10497
Testing of valves Fire type-testing requirements
EN 13190
Dial thermometers

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Edition: 1
EN 13463
Non-electrical equipment for use in potentially

explosive atmospheres
EN 13480
Metallic Industrial Piping
EN ISO 15156 / NACE MR-0175
Petroleum and natural gas industriesMaterials for

use in H2S-containing environments in oil and gas
production
EN ISO 23251
Petroleum, petrochemical and natural gas industries -Pressure-relieving and depressuring systems
EN ISO 28300 / API Std 2000
Petroleum, petrochemical and natural gas industries -Venting of Atmospheric and Low-Pressure Storage
Tanks
EN 50288
Multi-element metallic cables used in analogue and

digital communication and control
EN 50290
Communication cables
EN 60079
Electrical Apparatus for Explosive Gas Atmospheres
EN 60092
Electrical installations in ships
EN 60331
Tests for Electric Cables under Fire Conditions - Circuit

Integrity
EN 60332
Tests on electric and optical fiber cables under fire

conditions
EN 60364-4-41
Low-voltage electrical installations - Part 4-41:

Protection for safety - Protection against electric shock
EN 60529
Degrees of Protection Provided by Enclosures (IP Code)
EN 60534
Industrial control valves
EN 60584
Thermocouples
EN 60654
Industrial-process measurement and control

equipment. Operating conditions. Climatic conditions
EN 60670
Boxes and enclosures for electrical accessories

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Edition: 1

EN 60751
Industrial Platinum Resistance Thermometers and

Platinum Temperature Sensors
EN 60754
Test on Gases Evolved During Combustion of Materials

from Cables
EN 60811
Common Test Methods for Insulating and Sheathing

Materials of Electric and Optical Cables
EN 61000
Electromagnetic Compatibility (EMC)
EN 61034
Measurement of smoke density of cables burning

under defined conditions
EN 61140
Protection against electric shock Common aspects for

installation and equipment
EN 61386
Conduit systems for cable management
EN 61508
Functional safety of electrical/electronic/programmable

electronic safety-related systems
EN 61511
Functional safety - Safety instrumented systems for the

process industry sector
EN 62208
Empty enclosures for low-voltage switchgear and

controlgear assemblies - General requirements
HD 60364-5-54
Low-voltage electrical installations - Part 5-54:

Selection and erection of electrical equipment Earthing arrangements and protective conductors
ISO 1000
SI units and recommendations for the use of their

multiples and certain other units
ISO 9001
Quality Systems
ISO 13443
Natural gas. Standard reference conditions
ISO 9951
Specification for turbine meters used for the

measurement of gas flow in closed conduits
ISO/IEC 80079
Explosive atmospheres - Non-electrical equipment for

use in potentially explosive atmospheres

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BS 5308
Instrumentation cables
BS 5490
Specification for degree of protection provided by

enclosure
ISA S5.1
Instrument Symbols and Identification
ISA S5.4
Instrument Loop Diagrams
ISA S84
Functional safety: Safety instrumented systems for the

process industry sector
API RP 520
Sizing, Selection, and Installation of Pressure Relieving

Devices in Refineries, Part I Sizing and Selection,
and Part II Installation
API RP 521
Guide for Pressure-Relieving and Depressurizing

Systems
API Std. 526
Flanged Steel Safety-Relief Valves
API Std. 527
Seat Tightness of Pressure Relief Valves
API RP 551
Process Measurement Instrumentation
API RP 552
Transmission Systems
API RP 553
Refinery Control Valves
API RP 554
Process Instrument and Control
ANSI/ASME B1.20.1
Pipe Threads, general purpose (inch)
ANSI/ASME B16.5
Steel pipe flanges and flanged fittings
ANSI/ASME B16.36
Orifice Flanges
ASME/ANSI B31.3
Standards of Pressure Piping
ANSI/FCI 70.2
Standard for Control Valve Leakage Classification (Fluid

Control Institute)
ANSI MC 96.1
Temperature measurement, thermocouple
ASME PTC 19.3
Temperature Measurement Instruments and Apparatus

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Edition: 1

ASTM D2843
2.2.
Standard Test Method for Density of Smoke from the

Burning or Decomposition of Plastics
General requirements for field instruments
2.2.1. General
a)
This document gives basic requirements for the application of field instruments and
identifies the major systems to be provided for the control, monitoring and safeguarding
and operations of the packaged unit.
b)
The established engineering philosophy for the plant shall be followed in the engineering
of the instrument and control systems for package units. Special attention must be given to
the compatibility of equipment/materials obtained from various sources, particularly in
relationship to interfacing package unit instrumentation and systems within the plant.
c)
Instrument systems will generally be based upon proven electronic technology. Digital
electronic systems will employ standard hardware and software. Customisation beyond the
user level will be minimised. Specialised equipment shall be selected based on the
following guidelines:
- only proven equipment which has been successfully used in similar applications
shall be short-listed;
- the more sophisticated devices shall be carefully reviewed to ensure that their
disadvantages have been identified and do not become apparent only after
installation, commissioning, operation and maintenance phases; e.g. limitations on
cabling lengths, specialised cabling, complex set-up and commissioning
requirements which require specialised equipment, and require intervention by
vendor personnel for operation and maintenance.
d)
Use of any field instrument that requires deviation from or relaxation of any standard, or
requires specialised cabling or installation methods, is not permitted, unless agreed by the
PETROM/Purchaser.
e)
Instrument design will aim to offer a cost-effective solution that is fit-for-purpose for the
operational and safety needs of the project.
f)
As far as practically possible, variations in the selection of controls and instruments for the
plant and for packaged unit used in the plant shall be kept to minimum. Standardising
instrumentation throughout the plant reduces maintenance costs and spare parts
inventory. Safety is also promoted because of operations and maintenance familiarity with
the instrumentation. Therefore, the vendor package list of proposed manufacturers and
models of instrument and control equipment shall be subject to PETROM/Purchaser
approval.

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g)
Instruments shall fail to a defined failsafe position upon component, signal, or utility
failure.
h)
All instrumentation equipment to be installed in classified areas will be supplied complete

with relevant certification issued by a recognized institute and be in accordance with the
installation requirements, as defined by EN 60079 - Explosive Atmospheres, ISO/IEC 80079
Explosive atmospheres - Non-electrical equipment for use in potentially explosive
atmospheres and EN 13463 Non-electrical equipment for use in potentially explosive
atmospheres.
i)
All SIL classified instrumentation used in Safety Instrumented Systems shall be supplied
complete with relevant certification issued by a recognized institute.
j)
Selection of the instruments explosion protection shall be made as per provision of RO-EPSR-STD-001-01-E Company Standard for Selection of Ex Equipment.
k)
Galvanic isolator protection devices will be used for intrinsically safe installations, unless
specific field instruments require Zener diode barriers in order to function correctly.
l)
The instrumentation main data shall be shown on the individual instrument Data Sheets.
m)
All the materials used shall have characteristics suitable for the operating data and
ambient, as specified on the individual Project Data Sheets. Field instruments utilised in
Sour Service require special attention to be paid to instrument diaphragms, to prevent
corrosion and hydrogen penetration. Material for impulse lines, manifolds, instrument
pressure bodies for sour service shall be in accordance with the project material selection
philosophy. In addition, process instrumentation and analysers shall have drain and vent
ports tubed to closed drain and vent/flare headers, to divert any released fluids to safe
disposal routes.
n)
All holes cases and the attachment for instrument connection shall be protected with plug
and clearly marked for identification purposes.
o)
The instruments and their accessories requiring electric power supply shall be suitable for
the feeding specified on the individual instrument Data Sheets.
p)
The instrument and their accessories requiring pneumatic feeding shall be suitable for
feeding with instrumental compressed air at the pressure specified on the individual
instrument Data Sheets.
q)
The design life of field instrumentation shall be 25 years minimum. The design life of
control systems shall be 25 years minimum. This will be based on the following
prerequisites:
- maintenance and support of the system will be available for this duration;

Page 9 of 36
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-
r)
the entire system, including all sub-components, shall facilitate upgrade and are
selected from recognised manufacturers with a proven track record of system
maintenance and essential upgrades.
All instrumentation connected to process lines and equipments shall be in compliance with
European Pressure Equipment Directive 97/23/EC (PED) and all instruments to be installed
in a hazardous area meet all the relevant requirements of the ATEX Directive (94/9/EC) and
have the
symbol clearly fixed to indicate compliance. All the electronic instrumentation
shall comply with Electromagnetic Compatibility (EMC) and radio frequency interference
(RFI) requirements in standard EN 61000 or similar applicable standard. Compliance must
be demonstrated by way of testing and/or certification performed/issued by recognised
institutes.
2.2.2. Environmental conditions

a)
The field instruments shall be erected and function in a temperate continental climate
specific to Romania. It shall be designed as to be able to function continuous indifferent of
the season or ambient temperatures.
b)
Field devices will be selected to be particularly robust to suit the environment and the
hazardous area requirements.
c)
Externally installed instrument enclosures and junction boxes will meet environmental
protection level IP65 as defined in EN 60529 - Degrees of Protection Provided by Enclosures
(IP Code).
d)
Instrument painting shall withstand weather conditions.
2.2.3. Electrical terminal strips

a)
All electric connections shall terminate at one or more terminal strips located inside of the
case of each instrument, or in an external container assembled to the case of the
instrument concerned and having the same characteristics.
b)
Each individual conductor terminal and terminal strip shall be numbered in accordance and
perfect compliance with the electrical diagrams and drawings.
c)
Terminals shall be a type suitable to ensure and guarantee the thorough contact.
2.2.4. Pneumatic and hydraulic connections

a)
All outlets relating to connections shall be marked so as to be identified in accordance with

the technical documents to be supplied by manufacturer.

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2.2.5. Markings and tags
a)
Each instrument shall be provided with corrosion - resistant nameplate, permanently

attached to the instrument body and including:
- CE mark;
- manufacturers name or trademark;
- model and serial number;
- ATEX marking and IP degree;
- range;
- inlet and outlet connections;
- material;
- working pressure;
- any other key details, for example: compliance to NACE MR-0175 (latest edition).
b)
Each instrument has to be provided with a dedicated AISI 316L plate showing the
instrument tag number according to project.
2.3.
Specific requirements for field instruments
2.3.1. Requirements common for all types of instruments

a)
The instrumentation shall be according to the P&I diagrams and shall be based on
pneumatic, electric and electronic technology.
b)
SMART type transmitters are preferred with a 420 mA output signal obtained through a
two-wire system. HART protocol shall be supported. Trip signals for ESD/PSD and Fire &
Gas applications shall be derived from analogue 420mA DC signals with the threshold
comparator implemented in controller logic, as far as possible.
c)
Voltage signals for switches, solenoids and interlocks will be 24Vdc where 420mA signals
cannot be used. Optical isolation will be used to interface to other control circuits which
utilise Low Voltages, and interposing relays will be used to interface to High Voltages.
d)
Unless otherwise indicated on the data sheet, all electronic transmitters shall have an integral
LCD indicator, capable to be configured to read in percentage or engineering units. Where
applicable, the indicator shall comply for the location and hazardous area classification. Only
where required by project P&ID, the electronic transmitter shall have remote mounted
indicator (e.g. where the transmitter is not visible from normal viewing location).
e)
Redundancy (dual control) shall be used for those controls which are critical to production
continuity and safety level.
f)
All instruments shall have the minimum degree of protection for field mounted
instruments/panel enclosures, when containing electric components, of IP65 according to
EN 60529.

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g)
As a minimum, AISI 316L material shall be employed for the instrument internal wetted
parts and for pressure and d/p transmitter bodies. Monel, Hastelloy, duplex or equivalent
corrosion resistant material shall be employed for instrument and valve wetted parts if
Chlorides and/or CO2 / H2S / H2O / SO42 are present in the process. Physical and chemical
process fluid composition shall be analyzed.
h)
Instruments shall normally be located as close as possible to process take-offs. All

instruments and process take-offs shall be accessible from grade, platforms, walkways or
fixed ladders. Instrument process connections shall be as short as possible, self-draining if
on gas, sloped to the instrument when on liquid. Where these arrangements are not
practicable, catch pots and vent/drain valves shall be provided.
i)
Instrument process and pneumatic lines shall be made by using seamless tubing and twinferrule compression fittings, throughout the whole project. Tubing material shall be AISI
316L as a minimum unless process fluid conditions justify a higher specification. Tubing
wall thickness shall be selected according to the maximum design pressure. A minimum of
10mm tubing shall be used for process impulse lines.
j)
Instrument pneumatic signal lines and supply lines from air headers shall be AISI316L
Stainless Steel.
k)
Suitable support clamps shall be used to ensure that galvanic corrosion between mild steel
and stainless steel does not occur.
l)
Instrument electrical connections shall use steel-wire armoured cables and certified cable
glands. Cables shall be fire retarding type (IEC codes) with toxic gas low emission in
accordance with cable specifications. Wire cores shall not be less than 1 mm2.
m)
Cables trays will be prefabricated type in AISI 316L. As far as practically possible, the
cables trays shall be segregated for cables type: power cables / signal cables / IS cables.
2.3.2. Pressure and differential pressure instruments

a)
General
- Pressure and differential pressure instruments will fall into four groups: transmitters,
direct reading instruments (local gauges), switches and local controllers;
-
Pressure instruments measuring absolute pressure shall have compensation for

barometric pressure changes;
Pressure instruments used on vacuum service shall have under range protection of
full vacuum;
Generally, the following measuring shall be used:

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i. bourdon-type, for a wide-range of pressure services (they will normally be
used for pressure gauges, repeaters and local controllers);
ii. diaphragm and bellow elements used for low pressure local measurements;
iii. diaphragm generally used for pressure transmitters;
iv. diaphragm seals will be generally used on liquid hydrocarbons pressure
connections, where the presence of paraffin may lead to solids formation.
b)
Fluid filled manometers shall not be used for process measurement services;
Where seals are required on corrosive or solids type processes they shall be suitable
for the process fluid and be equipped with armoured capillaries; or be directly
mounted on the vessels via flanges.
Local indication
- Local pressure measurement devices will be Bourdon tube type pressure gauges.
The dial shall be of minimum 150mm (160 mm preferred) in diameter for process
monitoring. Smaller sizes may be used on local panels, and instrument air
regulators. Other sizes will be considered for special services. The dials shall be
engraved black on white background;
-
Gauges shall be safety pattern type armoured glass and blowout discs. All gauges
installed in applications of 10 barg and above shall be full safety pattern fitted with
shatterproof safety glass. Gauges below 25 barg range shall have a safety blowout
disc in the back. Gauges for 25 barg and higher service shall have a solid front and
blowout rear;
Pressure gauges shall be suitable for pressures of 1,3 x maximum stated design
pressure. Over-range devices shall be fitted where necessary;
The gauges shall have a minimum accuracy of 1% at full scale;
Pressure gauges are to be pulsation resistant (using pressure snubbers) and

vibration resistant (using glycerine/silicon oil as filling liquid), where necessary.
Wetted parts shall be AISI 316L stainless steel as a minimum;
Siphons shall be employed when required by process conditions (generally on

steam and high temperature services);
Gauges shall be mounted on a close-coupled 2-valve manifold or on needle gauge

valve isolation and a bleeder plug for gauge venting purposes (block & bleed);
Pressure gauges will be line mounted on services as close as practical to all

pressure transmitters, switches and local controllers;

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c)
d)
Pressure and DP gauges shall be installed at points that can be viewed by the
operators. Remotely mounted indicators may be used for pressure measurements in
inaccessible plant areas;
Pressure and DP gauges shall be ranged so that the normal operating pressure is
read in the middle third of the span. Ranges shall be selected from the standard list
in EN 837;
Differential Pressure Gauges with integral switches (as required) shall be equipped
with differential pressure sensing bellows. Wetted materials shall be AISI 316L
Stainless Steel as a minimum;
Gauges shall be supplied with NPT male process connection;
When a diaphragm seal is required the pressure gauge shall generally be of the
direct mounted integral / diaphragm type without capillaries.
Transmitters
- Pressure transmitters will be Smart electronic type with AISI 316L stainless steel
wetted parts as a minimum or, if dictated by the process, an alternative material
shall be agreed with the purchaser. Carbon steel shall not be used.
-
Electronic Pressure & DP Transmitters shall provide a minimum accuracy of 0,5%;
Pressure and Differential Pressure Transmitters shall be suitable for a process

connection of NPT-M;
Differential Pressure Transmitters shall be mounted on a close-coupled 3-valve

manifold as a minimum (5-valve manifold preferred). Pressure transmitters shall be
mounted on a close-coupled 2-valve manifold. All manifolds shall be of AISI 316L
stainless steel construction as a minimum;
Remote mounted transmitters shall be suitable for 2 pipe mounting via the close
coupled valve manifold, unless otherwise specified on the data sheets;
Pneumatic transmitters will be force-balanced type. The output signal shall be from
0,2 to 1 barg, with 1,6 barg air supply.
Controllers
- Local controllers, either direct and/or receiver type, are to be used generally for less
important controls;
-
The measuring ranges shall be selected in accordance with the Manufacturers

standards; the span shall be reduced as much as allowed by process requirements
and by the use of suppressed ranges, if required.

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e)
Switches
- Pressure and DP switches shall be used by exception only where continuous
measurement from a transmitter is not practical or necessary or in simple on-off
controls services. Preferably, they shall not be used in ESD/PSD and Fire & Gas
applications;
-
Switches shall have a minimum of type AISI 316L stainless steel wetted parts with
hermetically sealed Single Pole Double Throw (SPDT) electrical contacts. The switch
shall be in the closed position when the process condition is in the Normal
Operating Range;
Conventional-type electrical pressure switches may be used as interlocking

functions within package installations.
2.3.3. Flow instruments

a)
General
- Generally, for flow rate measurements shall be carried out by means of differential
pressure method, generated via orifice plates, pitot, venturi, or v-cone where
turndown ratio is not more than 3 to 1. Reference shall be made to EN ISO 5167 Measurement of Fluid Flow by means of Differential Devices;
-
Generally, square edge orifice plate with concentric entrances and flange taps and /
or carrier ring shall be used. For critical duties the orifice plates shall be removable
under pressure, as indicated on the specific project P&IDs;
The allowable Beta ratio shall be 0,7 maximum and 0,2 minimum;
Orifice plates shall dimensionally conform to and be installed to EN ISO 5167 (latest
edition);
For Orifice plates, vent and drain holes will only be considered if the process fluid is
clean and the orifice bore is greater than 25mm. For orifice plates, minimum bore
size shall be 8mm. Orifice plates in lines less than 2 nominal size shall either have
the line adjacent to the orifice increased to 2, or a 1 or 1 1/2 meter run shall be
used;
All wetted parts shall be AISI 316L stainless steel as a minimum, unless the process
fluid requires higher quality materials;
Orifice flanges materials shall match the relevant piping specification. Flange taps
connection shall be in accordance with ANSI B16.36;
Each orifice plate shall be provided with a tab handle that is clearly visible in the
final installed position. The tab will be stamped, or deep engraved, on the upstream

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face with UPSTREAM, the tag number, orifice plate material, measured bore and
the I.D. of the pipe. The tab shall also be in line with the drain or vent hole, when
provided;
b)
The flow factors will be expressed in the following units:

i. Gas: Energy kWh/MJ; Nm3/h, referred to a 1,013 bar pressure and a 0C
temperature; Sm3/h, referred to a 1,013 bar pressure and a 15C temperature;
ii. Liquids: m3/h, as referred to a 15C temperature.
The preferred meter-range will be 2500 mm H2O; the alternative meter-ranges are:
125, 250, 500, 625, 1250, 5000, 6000, 10000 mm H2O.
Specific requirements may call for the usage of one of the following flow
instruments:
i. quick-replacement type calibrated orifice measuring elements; these shall be
used for measuring ranges exceeding the allowable rangeability for one
single plate;
ii. either Pitot tube or multihole Pitot tubes measuring elements; their
calculation and application ranges shall comply with the Manufacturers
standards;
iii. Coriolis meters, Turbine meters, Vortex meters or positive displacement
meters will be used on liquid service where a greater turndown and accuracy
are required. Vapour eliminators, where required, will be installed upstream
of the measurement device;
iv. vent / flare gas flow measurements shall utilise time of flight ultrasonic
flowmeters for high accuracy and reliability. Where lower accuracy may be
acceptable variable area meters may be used providing an interface to PCS
system is available for the meter concerned;
v. magnetic flow meters may be considered for conductive fluids, where a lowpressure drop is required and/or where corrosive fluids are involved;
vi. for low flows in small lines, variable area flow meters with magnetically
coupled indicators (where necessary) will be used.
Flow metering purposes

- Metering is performed to varying purposes having the following degrees of
uncertainty:
i. Well Testing - testing normally refers to the assessment of the volumes of
fluids produced from wells. This assessment is performed by individual
measurements of the 3 phases from a test separator, or by in-line multiphase
flowmeter. The test results are used for long term reservoir management,
and also for short to medium term planning or reporting of the production
from the facilities. If not otherwise stated, the accuracy requirements shall be
in the order of 3 percent or better for net oil and 5 percent or better for gas;

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ii. Operational Standard for optimisation of processes for long term economic
benefit and the protection of the environment. Typical accuracy requirements
for the overall operational metered values shall be in the order of 10 percent
or better;
iii. Allocation Standard - for allocation of production from facilities that produce
into common trunk line, so that the production will be properly attributed to
a source. As the measured values are not required for custody transfer from
one party to another, the accuracy and uncertainty requirements are not as
stringent as those for custody transfer metering standards. Typical
uncertainty for the overall allocation metering values shall be in the order of
5 percent or better;
iv. Fiscal/Custody Transfer Standard - for fiscal/ custody transfer from one party
to another, for the verification of quantities transferred from one party to
another. The final metered value may be expressed in terms of volume, mass
or energy terms. Typical uncertainty for the overall Custody metered values
shall be in the order of 1 percent or better.
2.3.4. Temperature instruments
a)
General
- Temperature measurements may be made by Resistance Temperature Devices
(RTDs), thermocouples, filled bulb systems, or bimetallic thermometers.
b)
Local indication
- Local thermometers shall be bimetallic with minimum 150 mm (160 mm preferred)
dials and stainless steel cases. Other sizes will be considered for special services;
c)
Thermometers will be mounted on services close to all temperature transmitters,

temperature switches and local controllers. Thermometers will be installed at points
that can be viewed by the operators;
Thermometers shall have a spring mounted any angle head to allow viewing
access from acute angles. Remotely mounted indicators will be used for
temperature measurements in inaccessible plant areas;
Scale graduations, zero adjustment and over-range protection shall be

manufactured standard, with accuracy to within 1% of span. Dials shall have black
graduations on a white background;
Filled systems may be used for local temperature indicators or where provided as
part of a mechanical package Vendors standard supply.
RTDs
- The preferred method of temperature measurement shall be via RTDs unless the
process temperature dictates otherwise. Temperature transmitters will generally use

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three-wire platinum RTD elements with a resistance of 100 ohms at 0C and a
temperature coefficient of 0,385 ohms per degree Celsius (PT100), in accordance
with EN 60751. Temperature compensation on custody transfer metering
measurements will use four-wire RTDs with direct input to flow computers;
d)
RTDs will normally be connected to temperature transmitters. Machine monitoring

temperature sensors may however use direct RTD inputs to a multi-point
temperature reading device;
All connections between thermoresistances and receiving instruments will generally

carried out by means of a 420 mA transmitter, so as to make the connections
between thermoresistances and Control Room or local Unit Control System by a 2wire transmission system;
Duplex sensors may be employed where replacement of the failed unit may be
difficult due to access or prolonged shutdown of packaged equipment is not
acceptable.
Thermoresistances shall be used for narrow spans and whenever an accurate

measurement is required;
Temperature Transmitters for RTDs shall have upscale burnout. Electronic

Temperature Transmitters shall provide a minimum accuracy of 0,5%;
Thermocouples
- Consideration shall be given to the use of thermocouple sensors only where the
temperature range falls outside that which can be achieved by using RTDs;
-
The thermocouple type shall be selected in function of the operating temperature

range to be measured. According to the EN 60584 and ANSI MC 96.1 codes as far as
possible it shall be K type;
The measuring junctions of the thermocouple shall be insulated;
Thermocouple shall be mineral insulation type and shall be provided with stainless
steel external sheathing;
Thermocouple construction features shall usually comply with:

i. standard covering mineral oxide insulation type;
ii. ANSI MC 96.1 Code.
All connection between thermocouples and receiving instruments will generally be

carried out by means of a 420 mA transmitter, to make the connection to the
control room or packages local control system by a 2-wire transmission system.

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Temperature Transmitters for thermocouples shall have upscale burnout. Electronic
Temperature Transmitters shall provide a minimum accuracy of 0,5%;
-
All short connection between thermocouples and PLC shall be provided with
balance rope;
e)
With the exception of those particular cases called for by either mechanical and/or
process requirements, duplex thermocouples located within the same thermowell
are not to be used on the following applications:
i.
control system;
ii.
safety system.
Switches
- Temperature switches shall be used by exception only where continuous
measurement from a transmitter is not practical or necessary or in simple on-off
controls services. Preferably, they shall not be used in ESD/PSD and Fire & Gas
applications.
-
Switches shall have hermetically sealed Single Pole, Double Throw (SPDT) electrical
contacts. The switch shall be in the closed position when the process condition is in
the Normal Operating Range.
f)
Controllers
- Self-regulating valves shall carry out local temperature controls.
g)
Thermowells
- Thermowells shall be provided for temperature sensing in process systems for:
i.
RTD assemblies;
ii.
Thermometers;
iii.
Test points.
-
Thermowells shall be fabricated from bar stock tapered construction, with flanged
process connections and threaded sensor head connections. Thermowell
connections to process shall be 1 1/2 flanged;
Materials for thermowells shall be dictated by the piping specification at the

respective measurement location. Thermowells shall be in accordance with piping
interface designs. Installation will meet API RP551 and will meet vortex shedding
requirements as given in ASME PTC 19.3 Part 3 - Temperature Measurement.
Thermowells for local indicators and transmitters at the same location are to be
identical, both in length and bore size;
Thermowells shall be made from AISI 316L stainless steel as a minimum;
The internal diameter of thermowells shall match the sensor elements;

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h)
The surface of the thermowell shall be smooth and free from burrs and notches;
Thermowells shall be assessed for resonance effects. Where thermowells are

installed in lines subjected to high fluid velocities, combined stress and frequency
calculations shall be carried out to a proven method;
Thermowells shall be installed such that the element and head can be withdrawn
without bending the element, or removing other equipment;
Thermowells shall be directly installed in lines 4 inches or greater. For lines smaller
than 4 inches the thermowell shall be mounted in an elbow, or in a suitably enlarged
section of line.
Filling bulbs
- Filling-type primary elements will be used for thermostats, local controllers and
temperature self-regulating valves used for less important temperature controls (i.e.
liquid in storage tanks);
-
Bulb to thermowell connection shall be made by sliding fitting with ANSI B1.20.1
NPT threaded end;
Operating ranges and application limits of instruments mercury-filled bulb type and
of thermometers dial type shall be as per manufacturer's standards.
2.3.5. Level instruments

a)
b)
General
- Level measurement instruments employed shall include gauge glasses, magnetic
gauges, floats and displacers, differential pressure type, capacitance types, radar
and microwave/radioactive types;
-
Consideration shall be taken of fluid type in selecting a measurement type.

Particular attention will be paid to fluid composition, measurement interface and
opacity;
All external level instruments mounted on the equipment shall be provided with
isolation valves, drain valve and vent valve to allow drainage/venting;
Level Transmitters shall provide a minimum accuracy of 0,5%.
Local indication
- Magnetically coupled level gauges shall be used for local indication on vessels rated
ANSI Class 900 / PN150 and above, where the risk of failure of glass type level
gauges is greater, or when dirty liquid services are involved;

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c)
d)
For applications with lower pressure ratings and clean liquids, reflex glass gauges
shall be used whereas transparent type level glasses will be adopted for two liquids
interfacing; corrosive properties of the process fluid shall be taken into
consideration. The visibility shall cover the maximum operative field of the level
gauge. The glass level gauges shall be provided with isolation valves and safety
ball check;
These devices will be mounted on bridles attached to the exterior of vessels/tanks.

Maximum gauge range shall be 1600mm. After that, over-lapping gauges shall be
used. Gauges shall overlap the range of level transmitters;
Device mounting will be such that the level indicators are given good access for
readability and routine maintenance. Acceptable means of access will include
walkways, platforms and ladders depending upon the specific application.
Backlighting shall be installed where appropriate.
Displacer and float devices transmitters

- Type AISI 316L stainless steel displacers (as a minimum), with external gauges and
rotatable heads shall be used with a maximum length of 1524 mm (60). Finned
torque tube extension shall be provided as necessary for high (>200 degC), or low
temperature service (<-20 deg C). Torque tube materials shall be Inconel as a
minimum;
-
Typical applications will include interface measurement;
Displacer chamber materials shall be Carbon steel as a minimum. The top of the
chamber shall be full size flanged to allow removal of the displacer for maintenance;
Displacer chambers with side-side process connections are preferred. All displacer
chambers shall have a rotatable head flange to enable correct orientation;
Float type gauges may be used for tank gauging on storage tanks. An integrated
tank gauging system may be provided to take an inventory of the contents of
product/storage tanks.
Differential pressure type instruments

- Differential pressure transmitters will be used for level measurement above 1500
mm range. Where seals are required on corrosive, waxy or solids type processes
they will use type AISI 316L stainless steel armoured capillaries;
-
For level measurement in atmospheric pressure tanks, a flanged differential

pressure transmitter may be used, directly connected to the tank through a 1 inch
flange. A shut-off valve shall be provided for transmitter removal;

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-
e)
DP transmitters must be capable of withstanding maximum differential in both

directions. Transmitters shall be capable of withstanding over-range pressure on
either side of the capsule at least equal to the body rating, without damage or
calibration shift.
Radar transmitters
- Radar type gauges will be used for measurements on tall tanks and vessels where
appropriate. Radar instruments used in custody transfer allocations shall be of the
high accuracy type, with resolution in millimetres. Stilling wells may be provided as
necessary;
-
An integrated tank gauging system may be provided to take an inventory of the

contents of product/storage tanks. Tank gauging systems are addressed in the
following philosophy EP FA IN 06 PH Philosophy for Tank Instrumentation.
f)
Microwave/capacitance transmitters
- Microwave / Capacitance type gauges will be used for level measurements where it
is difficult to determine actual levels or interface levels due to emulsions or foaming,
using conventional technologies described above.
g)
Interface level
- For interface level measurement in separator vessels and tanks should be used the
following principles:
i.
radar;
ii.
ultrasonic;
iii.
displacer (interface level or density: 0,08 minimum differential).
h)
Switches
- Usage of float type level switches shall be carefully assessed. It is rather preferred to
use vibrating fork as much as possible;
-
When used, external float chamber level switches, shall be used for simple controls
only. Switches shall be hermetically sealed single pole, double throw (SPDT) type.
2.3.6. Process stream analysers

a)
Process Stream Analysers installed in facilities will be completely automatic and will be
purchased from suppliers as total systems including the sample conditioning. On-line
process stream analysers will include the following services:
- density and/or gas composition analysis (as required) on export gas pipeline;
- BS&W analysis on export crude pipeline.
b)
Process stream analysers will be equipped with manual sample points for both laboratory
testing and calibration sample injection and in general, be equipped with local indicators.

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2.3.7. Corrosion monitoring
a)
Corrosion monitoring will use both sacrificial coupons and electrical probes. Coupons will
be used where an occasional only measurement is required. Electrical probes will be used
where regular measurements are needed;
b)
Consideration shall be given to both hand-held recording devices and to permanently

connected units. The latter will be used where a continuous measurement is required.
2.3.8. Control valves

a)
General
- Modulating control valves shall generally be pneumatically actuated. Control valve
signals will be 0,2 to 1,0 barg. Electro-pneumatic positioners shall be installed to
provide local feedback control where necessary. Selected positioners will be the
Smart type;
-
In areas where Instrument air is unavailable control valves will utilise electric
actuators;
Conventional control valves shall generally be installed in a horizontal position with

the actuator above the valve body. Where solenoid valves are used for intercepting
the pneumatic signal to the control valve actuator, the tubing between the two
devices shall be as short as possible and the solenoid valve shall preferably be
installed directly on the control actuator;
All the pneumatic tubing and fittings shall be in AISI 316L stainless steel;
The noise level of the valves shall not exceed 85-dB (A);
Minimum flange rating shall be ANSI Class 150/PN20;
It is possible that a single control valve manufacturer will not have the correct valve
for every application. Severe service conditions may require customisation from a
specialised vendor.
b)
Valve leakage
- Valve leakage specifications and classes will be in accordance with ANSI/FCI 70.2.
Class IV will be specified for general services. Class V or VI is to be specified for tight
shut-off applications.
c)
Valve sizing
- Valves will normally be sized for 80% open at maximum flow and for 15% open at
minimum flow. Normal pressure drop will be 33% of the total process system
frictional drop;

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d)
Control valves shall be in accordance with Cv/Kv standards. EN 60534-1 calculation

method shall be applied;
Clutched type solid hand wheel manual overrides will be provided where block and
bypass arrangements prove prohibitively expensive and where the line can be
blocked without shutting down major processes and jeopardising safety.
Valve accessories pneumatic

- Where utilised, valve accessories will use a 0,2 to 1,0 barg pneumatic signal format.
Each air-consuming valve will be provided with its own independent filter regulator.
Current to pneumatic (I/P) converters shall be used to convert electronic signals to
pneumatic signals for control valve and damper actuation.
2.3.9. Self-contained regulators

a)
Self-contained regulators will be used for simple processes (utilities) and where
approximate control only of the process parameter is required. Valve materials will be
equal or better the relevant piping line specification.
2.3.10. ESD/PSD & BDV valves

a)
General
- ESD/PSD valves shall be provided and designed according to the project
philosophy;
-
SDV valves shall be provided and designed failed closed upon loss of air or
hydraulic pressure;
BDV valves shall be provided and designed failed open upon loss of air or hydraulic
pressure;
Full bore style shall be applied for piggable lines and blow down valves and when
process specifications require a low pressure drop. Valve style, material and
technical requirements shall be in conformance with the Std. Specification indicated
in the technical piping class Spec;
The valve style shall normally be trunnion type, double block and bleed. Valves with
a size equal or greater than 2 for hydrocarbons service shall be FIRE SAFE, in
according to EN ISO 10497;
Actuators for shutdown valves will be specified by the Instruments section, while
the valves shall be specified by the Piping section, in accordance with the relevant
piping line specification;

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b)
c)
In some cases individual valves may be under the control of both the PCS and the
ESD/PSD systems. In such cases separate solenoid valves will be required for the
individual PCS and the ESD/PSD systems, connected in series along the valve
actuator air supply line. The solenoid valve under control from the ESD/PSD system
will be installed closest to the valve actuator. The solenoid valve or current to
pneumatic transducer under control from the PCS will be installed upstream of the
ESD/PSD system solenoid;
Partial stroke testing of valves in safeguarding applications shall be considered in

order to test the integrity of the system. These techniques shall be applied, based on
the outcome of the Safety Integrity Level classification.
Pneumatic actuators
- Shutdown valves shall generally be pneumatically actuated. Generally, single acting,
spring return, piston type actuators shall be used. However, this will be reviewed
after valve size and torque requirements have been established;
-
Type orientable single acting piston shall be used for size valve <8. Type orientable
double acting piston shall be used for size valve 8. Control medium: instrument air
4,2 barg (min.) 8 barg (max.) des. 10 barg. Self-unclutchable handwhells shall be
provided;
Valve manufacturer is responsible for the calculation of the applied force, of sizing
of the supporting structure and of the correct sizing of the actuator. Actuator shall
be sized including a 1,5 safety factor;
Pneumatic control system shall be supplied assembled in an AISI316L SS panel

fitted on the actuator for smaller valves or mounted on a separate stand. The valve
complete with the accessories and relevant connections necessary to carry out the
functions required: open/close valve position, solenoid valves, accumulator for
emergency operator, electrical junction box;
When the control medium is natural gas, dehydration filter with automatic
condensate drain shall be provided;
Valve actuators shall be sized to operate at a pressure equal to the lower operating
limit of the instrument air pressure and at maximum shutoff differential.
Hydraulic actuators
- In areas where Instrument air is unavailable ESD/PSD Valves shall utilise hydraulic
actuators. The hydraulic power will be derived from a common hydraulic power unit
(HPU) which will be used to provide hydraulic power to all ESD/PSD valves on the
packaged unit concerned. HPU will employ redundancy of components to ensure
high availability. Failures of any kind will be reported to operator via PCS system;

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-
The actuators must be supplied with the equipments, accessories and relative
connections necessaries to implement the control circuit required in the Project
Technical Data Sheet;
All hydraulic circuits shall be implemented with AISI316L SS tubing and

compression fittings;
Valve manufacturer is responsible for the calculation of the applied force, of sizing
of the supporting structure and of the correct sizing of the actuator. Actuator shall
be sized including a 1,5 safety factor.
2.3.11. Motor operated valves

a)
Motor operated valves (MOVs) shall have the capability to be controlled locally or from PCS
system. These valves will be connected back to the PCS for monitoring of valve status on
operator station;
b)
Normally, these valves shall not be used in safety services unless they are provided with
some means of safety elements that will make the valve to turn to a safe position, either
close or open;
c)
Typically, MOVs shall be used as switching valves (for e.g. on manifolds), or where valves
are not normally accessible to Operators (are in remote locations) or for large valves where
manual operation is not practical.
2.3.12. Pressure safety valves

a)
Pressure relief valves

- There will be four basic types of pressure relief valves used. These are as follows:
i. pilot operated relief valve;
ii. conventional spring type relief valves;
iii. balanced bellows spring type relief valves;
iv. pressure/vacuum devices for protection of low pressure storage tanks where
no atmospheric vents exist.
-
Safety and relief valves are to be in accordance with API RP520 and RP521.
Pressure/Vacuum devices for low-pressure storage tanks will be sized in accordance
with API 2000.
Pilot-operated relief valves are to be used for clean gas service or clean liquid
service, where the set point is less than 10 percent above the operating pressure or
where the total backpressure downstream of the valve exceeds 10 percent of the set
pressure. Pilot relief valves will be used only where the pilot valve is unlikely to be
subject to freezing, hydrates or accumulated foreign matter. No flow pilots will be
preferred.

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b)
2.4.
General conventional relief valves will be used for liquid, gas or thermal relief
service where limited backpressure exists downstream of the valve.
Balanced safety relief valves will be used in liquid service where the total
backpressure downstream of the valve exceeds 10 percent of the set pressure.
Bellows balanced safety relief valves may be used where it can be demonstrated
that the bellows will not be subject to rupture due to ambient temperature
conditions or excessive use.
If dual pressure relief valves are installed in a redundant configuration, an interlock

system shall be provided to ensure that one valve is always on line.
Rupture discs
- Rupture discs will generally be the reverse buckling type. They will be applied to:
i. accomplish a fast response time, which cannot be achieved with a relief
valve. This could be required to cope with a sudden gas breakthrough due to
a heat exchanger tube burst or malfunctioning of a level control valve into a
liquid filled system;
ii. prevent relief valves in vacuum service from drawing gas or air back into the
process;
iii. protect relief valves from being in continuous contact with a corrosive or
solidifying process fluid;
iv. prevent leakage of toxic substances through the relief valve.
-
If a rupture disk is installed upstream of a relief valve, pressure alarm (in pressure
service) or a pressure gauge shall be provided between the disk and the relief valve.
This will give an indication when the rupture disk has burst. The burst pressure
tolerances shall be evaluated and sufficient margin allowed between the burst
pressure and the relief valve set pressure.
Two bursting disks shall not be installed in series to provide protection against
fatigue and creep.
Safety valves, except for thermal expansion valves, shall be sized in accordance with
API RP 520. Dual PSV installation shall be mechanically interlocked.
Requirements for Unit Control Systems for packaged units
2.4.1. Field mounted/ skid mounted unit control panels may be provided for packaged units.
Main equipment packages such as compressors, turbines etc may require dedicated Unit
Control Systems that perform management and monitoring of the system to perform the
complete control as well as the associated logic.
2.4.2. The Unit Control Systems shall be interfaced to PCS system via dual redundant
configuration data interfaces for remote monitoring and control. Shut down signals or
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commands activation related with the Emergency Shut Down (ESD) system shall be
hardwired type.
2.4.3. Generally, there will be a local emergency stop button on all control panels.
2.4.4. Smaller packages may have their controls implemented in the PCS or ESD as appropriate.
The requirements will be further reviewed and defined in the Detailed Design stage.
2.5.
Technical requirements for instruments utilities supplies, cabling systems and cabinets
2.5.1. Electrical power

a)
Power supply and distribution will be in accordance with specific Project Electrical Design
Philosophy.
b)
The power supply voltage for field instruments will be standardised at 24 Vdc. However,
other direct current or alternating current supplies will be provided as necessary for
specialised instruments.
c)
Generally, field instruments shall be loop powered by the systems that they are connected
to, via the 2 wire loop.
d)
However, certain instruments may require separate power supply connections, via an
additional core in the cable (e.g. IR gas detectors), or a separate power supply cable (e.g.
vortex, ultrasonic, magnetic flowmeters, analysers). The power from the system for the
loop will be disabled accordingly.
2.5.2. Air supply

a)
Instrument air supplies will be free of oil, moisture and dust.
b)
The Instrument air pressure shall normally be 6 barg, with maximum operating pressure of
8barg (design 10barg) and minimum of 4,2 barg.
c)
The instrument air supply pressure at the various facilities will be monitored by the ESD
system to initiate an orderly shutdown in the event the pressure drops below a minimum
limit. This is in order to prevent erratic operation of the spring actuated shutdown valves.
The instrument air buffer receivers will be sized for sufficient air to allow for a safe plant
shutdown.
Where there is no instrument air supply, hydraulically actuated valves shall be considered.
d)

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2.5.3. Cable routing
a)
Cable routings for the facilities will be laid in cable trenches or overhead cable racks/trays.
The actual configuration and routings will be determined during detail design stages, when
information on local conditions and process package configurations are available.
b)
Intrinsically Safe and non-Intrinsically Safe cables shall be routed in separate cable trays.
Where this not practicable, and both types of cable need to share the same cable tray,
divider plates shall be installed to segregate the two types. Common routing of control and
power cables shall be avoided. Control cables and power cables shall be routed in separate
cable trays with a minimum distance of 150 mm between them.
2.5.4. Cables
a)
General
- Single pair copper cables will be utilised for connecting field instruments to field
junction boxes and multi-core copper cables from the field junction boxes to the
marshalling cabinets. Multi-core copper cables will be utilised for short haul data
links between control systems.
-
Cables for field instruments will be manufactured to IEC 60331 for fire resistant and
EN 60332 for flame retardant properties. The cables will be composite multi-core
construction, with solid conductors for light current application, or multi-strand for
heavier current applications. The cables and cores will be sized and selected for the
appropriate duty.
Signals will be protected against RFI through the application of individual or

collective screens.
Field cables will be mechanically protected against physical damage through the
use of embedded steel wire armouring, braiding or tape.
Specialised cables such as thermocouple extension, and system cables for
interconnection between cabinets will be utilised as appropriate.
b)
The field circuits in the marshalling cabinets shall be linked to the control equipment
in the system cabinets by multi-core system cables, which shall have plug and
socket connections.
Specific characteristics
- The cables shall have at least the characteristics listed here below:
i. resistance to environmental conditions specified, in particular the test
methods for temperature resistance stated in EN 60811;
ii. resistance to hydrocarbons in accordance with the tests stated in EN 60092;
iii. resistance to mineral oil immersion and ozone in accordance with the tests
stated in EN 60811;

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c)
External sheathing
- The cable shall be covered by an external sheathing having the same characteristics
of the internal one. The external sheathing shall be identified by a different colour:
i. for IS plants:
light blue RAL 5015
ii. for power supply systems:
black
iii. for all others plants (except IS): grey
iv. for thermocouples:
according to EN 60584-3
-
d)
If required, different external sheath colours shall be provided for cables for fire &
gas detection systems.
Cable glands
- Entry into instrument housings and junction boxes will be via cable glands. Where
cable glands are intended for use in a Hazardous Area or where specified, cable
glands shall be certified by a recognised ATEX Testing Authority.
-
e)
iv. non propagation of flame (self-extinguish and flame retardant), in accordance

with the tests stated in EN 60332;
v. fire resistance, if required, in accordance with the tests stated in EN 60331;
vi. low emission of corrosive and toxic gases, in accordance with the tests
stated in EN 60754;
vii. low emission of opaque fumes, in accordance with the tests stated in ASTM
D 2843;
viii.mechanical protection by metallic armour made in galvanised steel tape or
galvanised steel wire braid.
Any deviation from these requirements shall be agreed in writing by the
PETROM/Purchaser.
Entry into containers or cabinets will be via certified transit frames.
Cabinets
- Cabinets for housing instrumentation and control systems installed inside buildings
will be standard vendor supplied cabinets, suitable for mounting equipment in airconditioned environments.
-
Cabinets which are required for mounting in outside areas (if any), shall be
equipped with sunshades to protect against solar radiation. Equipment mounted
inside the cabinets shall be rated to withstand the ambient temperature, with
consideration given to the temperature rise due to the internal heat generated.
Air-conditioned cabinets shall be considered for long-term protection of electronic
equipment mounted inside these cabinets. Passive cooling systems will be provided
where air conditioning is not practical.

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2.6.
Technical requirements for instrumentation testing
2.6.1. Manufacturers internal test

a)
Each instrumentation unit and accessory, which due to its nature requires it, shall be
subjected to manufacturers internal tests.
b)
Internal tests shall be done before the official delivery date agreed upon, irrespectively of
the official check tests.
2.6.2. Final tests

a)
The following final tests are usually provided:

i. visual examination;
ii. dimensional check;
iii. material test;
iv. performance test.
b)
The relevant internal test certificate shall cover each instrumentation unit.
c)
Each internal test certificate shall contain as more details as possible particularly
concerning the operation checks.
2.7.
Maintenance in design
2.7.1. The instrumentation shall be designed taking maintainability into consideration by

simplifying maintenance and reducing maintenance costs where practical.
2.7.2. The SMART instruments shall have built-in test and diagnostic facilities with fault
indication.
2.8.
Documentation requirements
2.8.1. Each module shall be tagged with detailed product information minimizing the potential for
incorrect installation, operation, or misapplication of a reconfigured instrument.
2.8.2. The deliverables during Front End Design shall be as per agreed project deliverables matrix
and shall include as a minimum the following documents/drawings:
- instrument list;
- instruments data-sheet;
- sizing calculation sheets;
- instruments specifications;
- instrumentation philosophies;
- instruments layouts;
- cable lists;
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-
cable routing;
2.8.3. The deliverables during Detail Design shall be as per agreed project deliverables matrix and
shall include as a minimum the following documents/drawings:
- as above;
- instrument detailed specifications;
- general arrangement drawings;
- layout drawings;
- termination diagrams;
- loop drawings;
- data sheets;
- process hook-ups diagrams ;
- pneumatic hook-ups diagrams;
- hydraulic hook-ups diagrams;
- electrical hook-ups diagrams.
2.8.4. The use of database design tools should be considered where they are deemed to provide
a clear advantage in project design, construction, and package operation and maintenance.
2.9.
Certifying authority review requirements
2.9.1. Where required by the certifying authority the following documents shall be submitted as a
minimum for review:
- certificates/approvals;
- basis of design document;
- philosophy documentation;
- functional design specification;
- P&IDs.
2.9.2. These should be issued to the CA in a timely manner to obtain approval before
commencing construction.
2.10.
Spare parts
2.10.1. Spare parts shall be considered for commissioning and 2 years of operation.
All spare parts shall comply with the same specifications and tests as the original
instrumentation and shall be fully interchangeable with original parts without any
modification at site.
2.10.2. They shall be correctly marked with reference number and the manufacturers part
numbers and shall be properly protected to prevent deterioration during shipment and
storage.
2.10.3. To all spares shall be attached metal plates giving full information for ready identification
including makers name, serial number and purpose. All spares will be inspected before
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delivery. The protection shall be such as to afford avoidance of corrosion and spoilage for a
minimum 3 years after delivery.
3.
Responsibilities
3.1. The Contractors/Sub-contractors/Vendors/Manufacturers to comply with the requirements

stated in the current philosophy.
3.2. Facilities Engineers to ensure that the design of the packages conforms to the provisions of
the philosophy.
3.3. Project Managers to ensure that the philosophy is distributed to the successful contractors
during project development and execution.
4.
4.1.
Terms and abbreviations

Into this document it shall be used the following terms and abbreviations:
PACKAGED UNIT
Vendor packaged unit is an equipment assembly supplied

on skids, or in a framework or housing, that is ready for
hook-up and operation to accomplish a standard process
function. Examples of such packaged unit include turbine
generators, utility service compressors, pumps, dryers, and
blowers.
Vendor packaged unit is assembled and tested at the Vendor
site, shipped to the site of operation, and hooked up to the
plant or process system, at which point it is ready for
commissioning
TECHNICAL SPECIFICATION
Document that describes general requirements and basic

data of certain product, assembly or plant
DATA SHEET
Issued form specific to a certain product, assembly or plant

that involve also the required data for manufacturing and
testing
SMART field devices
Transmitters and control valves positioners that incorporate

advanced diagnostics and data transmission that allows the
information to be transferred to systems such as Asset
Management Systems for analysis and remote intervention
ESD/PSD
Short term for Emergency/Process Shut Down. It is a safety

system that ensure the automate shut down of some
equipment or plant in case of detection of an abnormal
functioning situation

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PCS
Short term for Process Control System. It is a system that

provide the Operator with a means to operate the plant
safely and efficiently and to alert the Operator to any alarms
or events that require attention / action
SCADA
Short form for Supervisory Control And Data Acquisition. It

is a computerized system for information collection and
processing in real time designated for monitoring and
control by distance of some equipment and plant
ISCIR
State Inspection for Boiler, Under-pressure Recipients of

Lifting Units
INSEMEX
National Institute for Mining Safety and Explosion Proof
ANSI
American National Standards Institute
API
American Petroleum Institute
ASME
American Society of Mechanical Engineers
IEC
International Electrotechnical Commission
EN
European Norm
IEEE
Institute of Electrical and Electronics Engineers
ISA
Instrument Society of America
BSI
British Standard Institute
TEMA
Tubular Exchange Manufacturers Association
CA
Certifying Authority
CE
European ID for conformity.

Short term of Conformite Europeene
Must
The word must is used in case of an legal requirements
Shall
The word shall is used in case of an absolute

requirements
Should
The word should is used where a solution is

recommended

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May
5.
The word may is used where alternatives are equally

acceptable
Obsolete regulations
None
6.
Supporting documentation
6.1. This document is complemented by the following PETROM and OMV philosophies:
PETROM philosophies
EP FA IN 01 PH
Philosophy for Instrumentation and Instrument Air
EP FA IN 02 PH
Philosophy for Valve Actuation
EP FA IN 03 PH
Philosophy for Flow Metering
EP FA IN 04 PH
Philosophy for Process Control Systems
EP FA IN 05 PH
Philosophy for Automation, Telecommunication and

Security Systems
EP FA IN 06 PH
Philosophy for Tank Instrumentation
EP FA IN 07 PH
Philosophy for Facilities Emergency Shut Down /

Wellhead Protection Systems
EP FA HA 01 ST
Company Standard for Area Classification
RO-EP-SR-STD-001-01-E
Company Standard for Selection of Ex Equipment
RO-EP-GE-GDL-001-01-E
Guideline for CE marking
EP FA MP 03 TS
Technical specification for piping material classes

design according to EN 13480
OMV philosophies
TO-HQ-02-021
Philosophy for Process Control Systems - Onshore
TO-HQ-02-023
Philosophy for Safety Integrity Levels - Onshore
TO-HQ-02-024
Philosophy for Emergency and Process Shutdown

Systems - Onshore

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TO-HQ-02-027
Philosophy for Flow Metering Systems - Onshore
TO-HQ-02-035
Philosophy for Overpressure Protection and

Safeguarding - Onshore
TO-HQ-02-036
Philosophy for Flare Relief & Blowdown - Onshore
6.2. Please refer also to the codes and standards listed under chapter 2.1.
7.
Distribution list
Projects & Engineering Division

Engineering Companies
8.
Amendments from previous edition

Current edition
1
9.
Amended chapters
New Philosophy
Details about relevant amendments

Not applicable
Annexes
None

Page 36 of 36
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OMV Petrom S.A.

OMV Petrom S.A. Philosophy - RO-EP-FE-IN-PHL-001-01-E

OMV Petrom S.A. Regulation

Codes and standards

Council Directive on the approximation of the laws of

OMV Petrom S.A. Philosophy - RO-EP-FE-IN-PHL-001-01-E

OMV Petrom S.A. Regulation

Council Directive on the approximation of the laws of

Council Directive on the approximation of the laws of

Council Directive on the approximation of the laws of

Council Directive on the approximation of the laws of

Council Directive on measuring instruments

Concerning the official list of measuring instruments

Pressure gauges. Bourdon tube pressure gauges

Flanges and their joints - Circular flanges for pipes,

Safety devices for protection against excessive

Measurement of fluids by means of orifice plates and

Measurement of conductive liquid flow in closed

Testing of valves Fire type-testing requirements

OMV Petrom S.A. Philosophy - RO-EP-FE-IN-PHL-001-01-E

OMV Petrom S.A. Regulation

Non-electrical equipment for use in potentially

Metallic Industrial Piping

EN ISO 15156 / NACE MR-0175

Petroleum and natural gas industriesMaterials for

EN ISO 28300 / API Std 2000

Multi-element metallic cables used in analogue and

Electrical Apparatus for Explosive Gas Atmospheres

Electrical installations in ships

Tests for Electric Cables under Fire Conditions - Circuit

Tests on electric and optical fiber cables under fire

Low-voltage electrical installations - Part 4-41:

Degrees of Protection Provided by Enclosures (IP Code)

Industrial control valves

Industrial-process measurement and control

Boxes and enclosures for electrical accessories

OMV Petrom S.A. Philosophy - RO-EP-FE-IN-PHL-001-01-E

OMV Petrom S.A. Regulation

Industrial Platinum Resistance Thermometers and

Test on Gases Evolved During Combustion of Materials

Common Test Methods for Insulating and Sheathing

Electromagnetic Compatibility (EMC)

Measurement of smoke density of cables burning

Protection against electric shock Common aspects for

Conduit systems for cable management

Functional safety of electrical/electronic/programmable

Functional safety - Safety instrumented systems for the

Empty enclosures for low-voltage switchgear and

Low-voltage electrical installations - Part 5-54:

SI units and recommendations for the use of their

Natural gas. Standard reference conditions

Specification for turbine meters used for the

Explosive atmospheres - Non-electrical equipment for

OMV Petrom S.A. Philosophy - RO-EP-FE-IN-PHL-001-01-E

OMV Petrom S.A. Regulation

Specification for degree of protection provided by

Instrument Symbols and Identification

Instrument Loop Diagrams

Functional safety: Safety instrumented systems for the

Sizing, Selection, and Installation of Pressure Relieving

Guide for Pressure-Relieving and Depressurizing

API Std. 526

Flanged Steel Safety-Relief Valves