General Instrumentation Design Checklist

July 2001

Process Industry PracticesProcess Control

PIP PCCGN001General Instrumentation Design Checklist

PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES

In an effort to minimize the cost of process industry facilities, this Practice hasbeen prepared from the technical requirements in the existing standards of majorindustrial users, contractors, or standards organizations. By harmonizing these technicalrequirements into a single set of Practices, administrative, application, and engineeringcosts to both the purchaser and the manufacturer should be reduced. While thisPractice is expected to incorporate the majority of requirements of most users,individual applications may involve requirements that will be appended to and takeprecedence over this Practice. Determinations concerning fitness for purpose andparticular matters or application of the Practice to particular project or engineeringsituations should not be made solely on information contained in these materials. Theuse of trade names from time to time should not be viewed as an expression ofpreference but rather recognized as normal usage in the trade. Other brands having thesame specifications are equally correct and may be substituted for those named. AllPractices or guidelines are intended to be consistent with applicable laws andregulations including OSHA requirements. To the extent these Practices or guidelinesshould conflict with OSHA or other applicable laws or regulations, such laws orregulations must be followed. Consult an appropriate professional before applying oracting on any material contained in or suggested by the Practice.

This Practice is subject to revision at any time by the responsible Function Teamand will be reviewed every 5 years. This Practice will be revised, reaffirmed, orwithdrawn. Information on whether this Practice has been revised may be found athttp://www.pip.org.

© Process Industry Practices (PIP), Construction Industry Institute, TheUniversity of Texas at Austin, 3208 Red River Street, Suite 300, Austin,Texas 78705. PIP member companies and subscribers may copy this Practicefor their internal use. Changes, overlays, addenda, or modifications of anykind are not permitted within any PIP Practice without the express writtenauthorization of PIP.

Not printed with State funds

DATA SHEET

General Instrumentation Design Checklist

PCCGN001

July 2001

Page 1 of 23

1 Facility Name/Location: Checklist Revision Number:

2 Project Title: Purchaser Project Number:

3 Process Units: Account Number:

4 SITE CONDITIONS 5

6 Reference PIP CVC01016 - Plant Site and Project Data Sheets–Introduction and References - for Weather, Elevation,and Seismic Zone.

7 Other Parameters:

8 Frequency of Lightning Storms:

9 Chemical Corrosion (State if Heavy, Moderate, Light, or None)

10 Predominant Corrosive Airborne Contaminants

11 Toxic Gas (State Type of Gas that May Be Present)

12 PLANT UTILITIES 13 Air Supply: 14 Plant Air: Normal Pressure, psig

15 Instrument Air: Normal Pressure, psig Max, psig Min, psig

16 Dew Point, °F Excess Existing Capacity, scfm

17

18

19 Steam Supply Headers: 20 a. Psig °F

21 b. Psig °F

22 c. Psig °F

23

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25 Water Supply: 26

27

Reference PIP CVC01016 - Plant Site and Project Data Sheets–Introduction and References - for Water DistributionDesign Pressure.

28

29 ELECTRICAL AREA CLASSIFICATION 30 General Area Classification Drawing(s): Existing 31 To Be Determined

32 PERMITS PERTAINING TO INSTRUMENTATION 33 Application 34 Nuclear

35 Environmental

36 Other

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1 PROCESS UNITS OF MEASUREMENT 2 Reference Conditions for Flow Measurement: Gas: Temperature Pressure 3 Liquid: Temperature Pressure 4 5 Flow Units: 6 Gas: acfh scfh lb/h m3h kg/h Other

7 Liquid: gpm bbl/d lb/h m3h kg/h Other

8 Steam: lb/h kg/min kg/h Other 9 Other 10 11 Level Units: 12 In Process: percent ft in. m lb kg Other 13 Product/Raw Material Storage: percent ft in. m lb kg Other 14 15 Pressure Units: 16 psig psia barg kPa (gauge) kg/cm2 (gauge) Other 17 in. H2O mm H2O Other (Referenced at ___ Temperature and ___ Pressure)

18 Vacuum Units: 19 in. Hg mm Hg in. H2O Other 20 21 Temperature: 22 °F °C Other 23 24 Density: 25 Sp Gr g/ml g/cm3 lb/ft3 kg/m3 Other

26 27 Viscosity: 28 cP (Centipoise) cSt (Centistokes) Other 29

30 OPERATING PHILOSOPHY AND DEGREE OF AUTOMATION 31 Operating System Philosophy Attached Operating Philosophy Described below 32 33 34 Packaged Equipment: 35 Local Control Panels 36 Interface to Basic Process Control System 37 Controls Integrated into Basic Process Control System 38 39 40 41 42 43 44

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1 CONTROL BUILDINGS 2 Control Building Criteria: 3 PIP PCCCB001: List Options Below 4 Owner's Criteria 5 Other 6 7 8 9 10 Control System I/O Location: 11 Centralized Control Building 12 Distributed in Motor Control Center Buildings 13 Distributed throughout Process Areas 14 Remote Instrument Enclosure (RIE or Rack Room) 15 Other 16 17

18 Control Building Locations and Construction: 19 Control Room Locations: 20 New Existing Associated Process Area 21 22

23 Remote Instrument Enclosure (RIE) Locations (Rack Rooms): 24 New Existing Associated Process Area 25 26

27 Remote Instrument Enclosure (RIE) Construction: RIE Building I/O Cabinet Entry 28 Prefabricated Wiring Entry: Side Top 29 On-Site Constructed Bottom Bottom 30

31 Control Building Access Flooring (Computer Floor): 32 Control Room, RIE, and Rack Room 33 Only in Areas of High-Density Wiring 34 Not Used 35 Other 36

37 38 39 40 41 42 43 44 45 46 47 48

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July 2001

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1 BASIC PROCESS CONTROL SYSTEM DESIGN CRITERIA 2 General Control System Types: Application 3 Existing Control System(s) 4 New Control System(s) 5 Dedicated Electronic Panel Instruments 6 Digital, Shared Display, Control Equipment 7 8 Digital, Shared Display, Control Equipment System, Types: 9 Distributed Control System (DCS) Programmable Logic Controller (PLC) 10 Safety Instrumented System (SIS) Other (Specify) 11 Complete SIS Checklist Data Sheet (See Annex D) 12 13 Non-Discrete Input and Output Signal Types: 14 Input Output Isolated Non-Isolated Type Application Requirements for Signal Use 15 Smart/Analog 16 Smart/Digital 17 4-20 mADC 18 1-5 VDC 19 Frequency 20 RTD Direct 21 T/C Direct 22 Multiplexed 23 Field Bus 24 Others: 25 Note: If Any Transmitted Signals Are to Be Shared with the SIS, see ANSI/ISA S84.01 for Design Guidance. 26 Discrete Input and Output Signal Types: 27 Input Output Isolated Non-Isolated Type Application Requirements for Signal Use 28 24 VDC 29 120 VAC 30 1-5 VDC 31 Other 32 Discrete Output Contacts Types: 33 Isolated Non-Isolated Type Application 34 Normally Closed (N.C.) 35 Normally Open (N.O.) 36 N.C. Momentary 37 N.O. Momentary 38 Latching 39 Other 40 41 42 43 44 45 46 47 48

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1 BASIC PROCESS CONTROL SYSTEM DESIGN CRITERIA (CONTINUED) 2 Percentage of Installed Spare Capacity Requirements: 3 Type Spare (%) 4 I/O Cards 5 I/O Card Slots 6 Controllers 7 Processor Memory 8 Cabinet Space 9 Field Junction Box 10 Marshalling Panels 11 Spare Wire Pairs 12 Terminals 13 Other: 14 15 16 17 Operator Interface: 18 Video Size: 21 Inch Other 19 Maximum Allowable Screen Update Time: 1 Second Other ____ Second(s)

20 Video Display Printer Screen Hardcopier 21 Location Quantity Location Quantity Location Quantity 22 23 24 25 System Redundancy Requirements: Application 26 Display Electronics 27 Control Processors 28 I/O 29 Communications Hwy and Devices 30 Power Supply 31 Battery Backup in DCS Cabinet 32 Other 33 34 Communication with Other Systems: 35 Process Control Computer Maintenance System 36 Information Systems Computer Lab System 37 Programmable Logic Controller Motor Control Center 38 Safety Instrumented System Other: 39 Analyzer System 40 Tank Farm/Tank Gauging System 41 E-mail System 42 43 44 45 46 47 48 49

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1 BASIC PROCESS CONTROL SYSTEM DESIGN CRITERIA (CONT) 2 Discrete Device Control: 3 Motor Control Systems: Status Only on Shared Display Status and Stop Command on Shared Display 4 Status and Start/stop Command on Shared Display As Indicated on P&IDs 5 Other 6 On/Off Valves: No Feedback Required Confirm Fail Position 7 Confirm Close Position Only Confirm Open Position Only Confirm Both Open and Close Position 8 As Indicated on P&IDs Other

9 ENGINEERING SERVICES 10 System Configuration by: Owner Engineering Contractor System Supplier 11 Other 12 Graphics Development by: Owner Engineering Contractor System Supplier 13 Other 14 Graphics Requirements: P&I Type Diagrams with Active Process Data 15 P&I Type - Interactive with System Operated Directly from Graphics Dynamic Display 16 Other 17 Trending Requirements: Real Time Only Historical Historical with Long-Term Storage Device 18 19 Other

20 VENDOR SERVICES 21 Vendor Required to Assist with: Kick-off Meetings Client Witnessed Checkout at Manufacturer's Facility 22 Commissioning at Client's Job Site Integration Tests with Other Systems 23 Other Control System Process Start-up 24 System Training: 25 Formal System Training Purchased with System: Yes No If Yes, Describe Training Requirements. 26 Configuration 27 Operation 28 Maintenance 29 Graphics 30 Training on Site at Owner's Facility Number of Technicians to Be Trained 31 Training at Vendor's Facility Number of Engineers to Be Trained 32 Training at OEM's Facility Number of Operators to Be Trained

33 DOCUMENTATION FOR BASIC PROCESS CONTROL SYSTEM 34 Manuals Configuration Electronically Stored Documentation (Specify Documents and Format.) 35 Document Format

36 37 38 39 40 41 42 43 44 45 46 47 48

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1 BASIC PROCESS CONTROL SYSTEM POWER SOURCE 2 120 VAC Phase Hz 240 VAC Phase Hz 3 Other 4 5 Power Source Location: Primary Secondary 6 Existing Transformer (Specify) Existing Transformer (Specify) 7 New Transformer Required New Transformer Required 8 Existing UPS (Specify) Existing UPS (Specify) 9 New UPS Required (Specify) New UPS Required (Specify) 10 Other Other 11 12 UPS Application: 13 All Instrument and Controls Control System Processors Safety

Instrumented System (Shutdown/Interlocks) 14 Analyzers (Specify) Others 15 UPS System Battery Backup Time, Min 16 Additional Power Conditioning Requirements (Specify) 17 Emergency Power: Yes Voltage Level 18 No 19

20 FIELD INSTRUMENTS: TRANSMITTERS 21 Enter “Not to Be Used” under Application if Instrument Is Not to Be Considered. 22 Type Application 23 Electronic (4-20 mADC) 24 Smart Transmitter Analog Mode 25 Smart Transmitter Digital Mode 26 Multivariable 27 Other 28 If Smart Transmitters Are Used, Specify Failure Mode. Application 29 Upscale 30 Downscale 31 Last Value 32 Application Dependent 33 None 34 Other 35 Protocol Application 36 HART 37 DE 38 Foundation Fieldbus 39 Other 40 41 42 43 44 45 46 47 48

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1 FIELD INSTRUMENTS: TRANSMITTERS (CONTINUED) 2 Options 3 Integral Indicator

4 Engineering Units Percent

5 Remote Indicator

6 Engineering Units Percent

7 Lightning Protection

8 Factory Calibration Required

9 Mounting: 2" Pipe Stand Other

10 Power Supply: 24 VDC System (2 Wire) 120 VAC External

11 Other

12 Agency Approval Requirements: Yes No

13 Specify Agency: UL (Underwriters Laboratory) FM (Factory Mutual) CSA (Canadian Std Assoc)

14 Local Other

15 Enclosure Requirements: NEMA 4 NEMA 4X NEMA 7/4 NEMA 12

16 Explosion Proof General Purpose Other

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19 FIELD INSTRUMENTS: FLOW MEASUREMENT 20 Instrument Type Application 21 Magnetic Flow Meter 22 Wedge 23 Ultrasonic 24 Positive Displacement 25 Vortex Shedding 26 Pitot Tube 27 Variable Area (Rotameter) 28 Turbine 29 Target 30 Thermal 31 Orifice 32 Flow Nozzle 33 Venturi 34 Parshall Flume 35 Coriolis 36 Prefabricated Meter Runs 37 Other

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39 Flow Meter Electronic Converters to Be Mounted: Remote from Flow Element Integral with Flow Element

40 41 42 43 44 45 46 47 48

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1 FIELD INSTRUMENTS: LEVEL MEASUREMENTS 2 Instrument Type Application 3 Bubbler 4 Capacitance 5 Conductivity 6 D/P 7 D/P with Remote Seals 8 Flush Mount Diaphragm 9 Extended Diaphragm 10 Displacer 11 Float 12 Magnetically Coupled Float 13 Microwave 14 Radar 15 Nuclear 16 Ultrasonic/Sonic 17 Other 18

19 Level Gauges: Application 20 Reflex 21 Transparent 22 Magnetic 23

24 Options: Application 25 Gauge Cocks Assembled 26 Without Gauge Cocks 27 Illuminator 28 Blow-Out Shield 29 Blow-Out Protection Ball Check Valve 30

31 Bridles: Yes No 32

33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48

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1 FIELD INSTRUMENTS: PRESSURE MEASUREMENTS 2 Instrument Type Application 3 Draft Pressure 4 Gauge Pressure 5 Absolute Pressure 6 Differential Pressure 7 Transmitters with Remote Seals 8

9 Pressure Gauges: Application 10 Service Requiring Liquid-Filled Gauges: 11

12 Case Material: Application 13 Phenolic 14 Polypropylene 15 Stainless Steel 16 Other 17

18 Accuracy: Application 19 2 to 3 Percent 20 1 Percent 21 0.5 Percent 22 Other 23

24 Diaphragm Seal: Yes No Application 25 1 1/2" Flanged 26 1" Flanged 27 Other 28

29 Options: Application 30 Syphon 31 Flushing Tee 32 Dampener 33 Other 34

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1 FIELD INSTRUMENTS: TEMPERATURE MEASUREMENTS 2 Temperature Transmitters: Yes No 3 Specify Application: All Temp Measurement Control Applications Only Other 4 Mounting: Pipe Stand Directly to Thermowell Rack or Rail Conduit Mounting Other 5 Options: Indicator Electrical Isolation Burnout Protection: Upscale 6 Downscale 7 Application Dependent 8

9 Primary Temperature Sensing Elements: 10 Primary Element: RTD Thermocouple 11 RTD Element: Specify Applications Requiring RTD: 12 Control 13 Indication 14 Both Control and Indication 15 Other 16 Type RTD: Platinum, 100 ohms, DIN Standard Other 17 Configuration: 3 Wire 4 Wire Dual RTDs Other 18 Thermocouple: Grounded Other 19 Specify Application Requiring Thermocouples: 20 Control 21 Indication 22 Both Control and Indication 23 Other 24 Type Thermocouple: Application 25 T 26 K 27 E 28 Dual Thermocouples 29 Other 30 Mounting: Non-Spring-Loaded Spring-Loaded Bayonet Spring-Loaded Surface/Pad 31 Other 32

33 Thermowells: 34 Type: Tapered Other 35 Material: 316 Stainless Other 36 Bore Size: 0.260 in. Other 37

38 Temperature Gauges (Bimetal Thermometers): 39 Design Type: Straight Adjustable Angle Right Angle Other 40

41 Special Requirements: 42 43 44 45 46 47 48 49

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July 2001

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1 FIELD INSTRUMENTS: FINAL CONTROL ELEMENTS 2 Valve Type: Application 3 Ball Valve 4 Full Bore 5 Standard Bore 6 Characterized Ball Valve 7 Globe Valve (Stem Guided) 8 Globe Valve (Cage Guided) 9 Plug Valve 10 Butterfly Valve 11 Butterfly Valve (High Performance) 12 Eccentric Disc Valve 13 Pinch Valve (Diaphragm Valve) 14 Gate Valve 15 Full Bore 16 Standard Bore 17 Other 18

19 Type of Actuator: Application 20 Cylinder 21 Vane 22 Diaphragm 23 Piston-Spring Return 24 Piston-Double Acting 25 Electric 26 Other 27

28 Air Volume Tanks Required: 29 Yes List Applications: 30 No 31

32 Positioner Type: Application 33 Electro-pneumatic 34 Smart Electro-pneumatic 35 Pneumatic Positioner with I/P Transducer 36 None 37 Valve Accessories: 38 Filter/Regulator: Valve Mounted Pipe Stand Mounted Remote Mounted 39 Solenoid: Valve Mounted Pipe Stand Mounted Remote Mounted 40 I/P Transducer: Valve Mounted Pipe Stand Mounted Remote Mounted 41 42 43 44 45 46 47 48

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1 FIELD INSTRUMENTS: FINAL CONTROL ELEMENTS (CONTINUED) 2 Position Switches: 3 Proximity Type Specify

4 Electromechanical Specify

5 Position Transmitters: Application

6 Yes

7 No

8 Specify

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10 Sizing Calculations: Owner Contractor Vendor Other

11 Valve

12 Actuator

13

14 Options: Handwheel Specify

15 Tubing Fittings

16

17 Solenoid Valves: Applications 18 Explosion Proof Housing 19 Dual Coil 20 Redundant Coil 21 Single Coil 22 Hand Reset 23 Electric Reset 24 Normally Energized 25 Normally De-energized 26 115 VAC Coil 27 24 VDC Coil 28 Low Power Coil 29 Low Ambient Temp Rated, °F 30 High Ambient Temp Rated, °F 31 Electrical Classification Required

32 Other

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34 Housing: General Purpose (Industry Practice) Weather Proof Explosion Proof

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1 FIELD INSTRUMENTS: ANALYZERS 2 Measurement Required Type Analyzer 3 pH 4 ORP 5 Conductivity 6 Moisture 7 Oxygen 8 Combustibles 9 Smoke Detectors 10 Fire Detectors 11 Toxic Gas Detectors 12 Gas Chromatograph 13 Mass Spectrometer 14 Other

15 INSTALLATION REQUIREMENTS 16 Instrument Electrical: 17 Conduit Material: Aluminum Galvanized Steel PVC Coated Other 18 Instrument Power Panel: Use Existing New Installation 19 Field Junction Box: Not Required Use Existing New Installation: 20 Carbon Steel, Epoxy Coated Stainless Steel 21 Fiberglass Aluminum 22 Other 23 Marshalling Panel: Not Required Use Existing New Installation: 24 Painted, NEMA 1 25 Painted, NEMA 12 26 Other 27 Demolition Requirements: None Required Remove All Instruments, Supports, Tubing, and Wiring to: 28 Junction Box Cable Tray Control Room 29 Other 30 Wiring Method: Explosion Proof Non-Incendive Intrinsically Safe General Purpose 31 120 VAC Service: 14 AWG Min Other 32 Instrument Signals or Low Voltage Wiring: 33 Single Pair Signal Wires: Twisted and Shielded Other 34 Wire Size: 16 AWG Other 35 Multipair Signal Wire: Twisted Pairs with Overall Shield 36 Other 37 Wire Size: 20 AWG Other 38 Thermocouple Extension Wire: Single-Pair Multi-Pair 39 RTD Signal Wire: Triad Other 40 Plenum Wiring: Low Smoke Rated 41 42 43 44 45 46 47 48

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1 INSTALLATION REQUIREMENTS (CONTINUED) 2 Instrument Pneumatic System: 3 Air Tubing: 4 Material for Single Tube Runs: 5 Bare Copper PVC-Coated Copper 316 Stainless Steel Other 6 Minimum Tubing Size: Application 7 1/4 inch 8 3/8 inch 9 1/2 inch 10 Other 11 Tubing Support Material: 12 Stainless Steel 13 Other 14 Air Piping: 15 Refer to Piping Specification 16

17 Process Connections: 18 Impulse Line to Instrument: Tubing Tube Bundle Pipe - Material to Meet Pipe Specification 19 Impulse Line Minimum Size: 3/8 inch 1/2 inch Other 20 Impulse Tubing Material: 316 Seamless Stainless Steel Other 21

22 Freeze Protection: Yes No 23 Tracing Method: Application 24 Pre-traced Bundles 25 Field Traced 26 Electric Tracing: 27 Self Limiting 28 Constant Resistance 29 Steam Tracing: Pressure, psig 30 Condensate Return: Yes No 31

32 Instrument Enclosure Type: Application 33 Hard Pack 34 Full Size Half Size 35 Soft Pack 36 Other 37

38 Purge System Required: 39 Process Purges: Fluid Pressure, psig 40 Enclosure Purges: Fluid Pressure, psig 41 Purge Requirements Specified: 42 Per P&ID 43 Other 44 45 46 47 48

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1 SPECIAL APPLICATIONS 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19

20 Attachments: 21 Appendix A – Design Document List 22 Appendix B – Standards List 23 Appendix C – Vendors List 24 Appendix D – Safety Instrumented Systems 25

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APPENDIX A – DESIGN DOCUMENT LIST

Document TypeRequired by

OwnerMethod of

PresentationRecordDrawing

SampleDocument

Document No.

Process Control Diagram

P&IDs

System Block (Architecture) Diagram

Master Instrument Index

Narrative Specifications

Instrument Data Sheet

Level Instrument Documents

Control Valve Calculations

Flow Instrument Calculations

Computing Device Calculation andCalibration

Logic Narratives

Logic Diagrams

Ladder Diagrams

Cause and Effect Diagrams

Batch Sequence Diagrams

PLC Programming Guidelines

DCS Guidelines

Alarm Setpoint Listing

Layout Drawings

Instrument Location Drawings

Instrument Installation Drawings

Instrument Loop Diagrams

Complex Loop Description

Instrument Wiring Documents

Grounding System Drawings

Instrument Installation Checkout andCalibration/Configuration Procedure

Decommissioning Document

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APPENDIX B – LIST OF PIP PRACTICES

Source of PracticeSubject Practice Title PIP Practice No.

PIP Owner Contr. Other

Control Buildings Process Control Criteria for ControlBuildings

PCCCB001

Control Panels Control Panel Specification PCSCP001

Control Regulators Selection Criteria for Control Regulator PCCCR001

Guidelines for Selection of ControlRegulator

PCECR001

Control Valves Selection of Control Valves PCCCV001

Guidelines for Application of ControlValve

PCECV001

Digital ControlSystems

Digital Control Systems Criteria PCCDC001

Digital Control Systems Guidelines PCEDC001

Digital Control Systems Data Sheet PCSDC01D

Documentation Control System DocumentationGuidelines

PCEDO001

Differential Pressure Differential Pressure Installation Details PCIDP000

Electrical Instrumentation Electrical Criteria PCCEL001

Instrumentation Electrical FabricationDetails

PCIEL000

Instrumentation Electrical Details PCIEL000

Instrument Junction BoxesSpecifications (& Data Sheet)

PCSEL001 (&01D)

Flow Metering Flow Measurement Criteria PCCFL001

Flow Measurement Guidelines PCEFL001

Flow Measurement Fabrication Details PCFFL000

Flow Measurement Installation Details PCIFL000

Gas DetectionSafety Systems

Gas Detection Safety Systems Criteria PCCSM001

Gas Detection Safety SystemsGuidelines

PCESM001

Gas Detection Safety SystemsFabrication Details

PCFSM000

Gas Detection Safety SystemsInstallation Details

PCISM000

Combustible/Toxic Gas DetectorsSpecification

PCSSM001

Smoke Detector Specifications PCSSM002

Fire Detector Specifications PCSSM003

General General Instrument Design Checklist PCCGN001

General Instrument Installation Criteria PCCGN002

Process Control Document UseGuidelines

PCEGN001

Instrument Pipe Support FabricationDetails

PCFGN000

Instrument Pipe Support InstallationDetails

PCIGN000

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Instrument Air Instrument Air Systems Criteria PCCIA001

Instrument Air Systems Guidelines PCEIA001

Instrument Air Installation Details PCIIA000

Instrument Piping Instrument Piping and Tubing SystemsCriteria

PCCIP001

Instrument Piping and Tubing SystemsSpecifications

PCSIP001

Level Level Measurement Criteria PCCLI001

Level Measurement Guidelines PCELI001

Tank Gauging Criteria PCCLI002

Level Fabrication Details PCFLI000

Level Installation Details PCILI000

Package Systems Packaged Equipment InstrumentationSpecification (Large Systems)

PCSPS001

Packaged Equipment InstrumentationData Sheet

PCSPS01D

Packaged Equipment InstrumentationData Sheet and Instructions

PCSPS002

Packaged Equipment InstrumentationSpecification (Small System)

PCSPS003

Packaged Equipment InstrumentationDocumentation Requirements DataSheet and Instructions (& Data Sheet)

PCDPS001 (&01D)

Packaged Equipment InstrumentationInspection and Testing Requirements

PCTPS001

Pressure Pressure Measurement Criteria PCCPR001

Pressure Installation Details PCIPR000

Process Analyzers Process Analyzer System EngineeringGuidelines

PCEPA001

Process Analyzer Project ImplementationGuidelines

PCEPA002

Process Analyzer System Design Criteria PCCPA001

Process Analyzer SystemDocumentation Data Sheet &Instructions (& Data Sheet)

PCSPA001 (&01D)

Process Analyzer System Data Sheet &Instructions (& Data Sheet)

PCSPA002 (&02D)

Process Analyzer Shelter Data Sheet &Instructions (& Data Sheet)

PCSPA003 (&03D)

Process Analyzer Bid Proposal DataSheet and Instructions (& Data Sheet)

PCSPA004 (&04D)

Process Analyzer Field Installation PCIPA001

Process Analyzer System TestingCriteria

PCTPA001

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ProgrammableLogic Controllers

Programmable Logic ControllerSpecification

PCSPLC01

Programmable Logic Controller DataSheet and Instructions

PCSPLC02

Programmable Logic Controller DataSheet

PCSPLC1D

Programmable Logic ControllerConfiguration Guidelines

PCEPLC01

Programmable Logic ControllerDocumentation Requirements DataSheet and Instructions

PCDPLC01

Programmable Logic ControllerDocumentation Requirements DataSheet

PCDPLC1D

Programmable Logic ControllerTesting Requirements

PCTPLC01

Rotating EquipmentMonitors

Rotating Equipment MonitoringCriteria

PCCRE001

Rotating Equipment MonitoringGuidelines

PCERE001

Rotating Equipment MonitoringInstallation Details

PCIRE000

Safety Systems Safety Systems Guidelines PCESS001

Safety System Testing PCTSS001

Temperature Temperature Measurement Criteria PCCTE001

Temperature MeasurementGuidelines

PCETE001

Temperature MeasurementFabrication Details

PCFTE000

Weighing Systems Weighing Systems Criteria PCCWE001

Weighing Systems Guidelines PCEWE001

Wiring 300-Volt Instrumentation Tray Cable ELSWC005Site Conditions Plant Site and Project Data Sheets –

Introduction and ReferencesCVC01016

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APPENDIX C – VENDORS LIST

Instrument ItemsBuyer Preference 1

Vendor/ModelBuyer Preference 2

Vendor/ModelVendor Model

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APPENDIX D – SAFETY INSTRUMENTED SYSTEMS

Process Hazard Analysis (PHA) Have Been Completed: Yes No

The Following Points Relative to Safety Instrumented Systems (SIS) Have Been Addressed.

Responsibility

Owner Contr. Other

Hazardous events and associated safety functions are identified.

Safety Integrity Level (SIL) of each function are determined.

Sensors/final elements associated with the safety functions areidentified.

Special instrumented related issues, such as speed of responseand unique sensor/final element requirements, are discussed andidentified.

Common cause conditions that can result in instrument failures,such as corrosion, unusually high/low ambient temperatures,plugging, polymerization, and chemical incompatibility, areidentified.

Regulatory requirements impacting the SIS and/or its componentsare met. May be Federal, State, or Local.

Safety Functional Requirements Have Been Determined: Yes No

The Following Points Relative to Safety Functional Requirements Have Been Addressed.

Responsibility

Owner Contr. Other

Safe state defined for each safety function/event

Process inputs/final elements defined by loop number

Trip points established noting any unusual accuracy/repeatabilityrequirements

Normal operating range and limits of acceptable operation

Action of final elements on loss of utilities and/or defined SISfailures

Functional relationships between inputs and outputs (logic design)defined

Trip philosophy - energize or de-energize to trip

Manual shutdown requirements

Procedures established for loss of power to the major portions ofthe SIS (logic solvers, human machine interface, etc.)

Specifics established relative to response time for the SIS to bringthe process to a safe state for all events

Operator response for typical failures of the SIS (watchdog time-outs, etc.)

Quantity/location/special features of the human interface stations

Reset functions established (manual, auto, etc.)

Miscellaneous requirements impacting the SIS and/or itscomponents. May be corporate, departmental, or plant site specific.

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APPENDIX D – SAFETY INSTRUMENTED SYSTEMS

Safety Integrity Level (SIL) Requirements Have Been Determined: Yes No

The Following Points Relative to Safety Integrity Level Requirements Have Been Addressed.

Responsibility

Owner Contr. Other

SIL established for each event/safety function, expressed inANSI/ISA-S84.01 in terms or equivalent terms used by the userorganization

Requirements for equipment and/or user applied diagnostics (seeANSI/ISA-S 84.01 Annex B9 for additional information)

Design requirements/features that impact maintenance and testing

Requirements/features that minimize spurious trips whereshutdowns/restarts result in hazardous situations

NOTE: Many companies perform several PHA’s during the various project stages between conceptual design andstartup. The above checklist items should be reviewed for completeness following each PHA.

Conceptual Design Requirements Have Been Determined: Yes No

The Following Points Relative to Conceptual Design Requirements Have Been Addressed.

Responsibility

Owner Contr. Other

SIS architecture defined for each SIL

Assignment of safety functions to individual SIS’s

The design considerations listed in Section 6.2.3 and the referencedannexes have been reviewed for applicability to the subject project andimplemented where they are required to meet the SIL.

And/Or

Equivalent corporate standards/guidelines have been implemented.

Detailed Design Requirements Have Been Determined. Section 7: Yes No

The Following Points Relative to Detailed Design Requirements Have Been Addressed.

Responsibility

Owner Contr. Other

General requirements - Section 7.2

SIS logic solver requirements - Section 7.3

Field device requirements - Section 7.4

Interface requirements - Section 7.5

Power source requirements - Section 7.6

System environmental conditions - Section 7.7

Application logic requirements - Section 7.8

Maintenance and/or testing design requirements - Section 7.9

NOTE: Corporate standards/guidelines are to be incorporated asapplicable.

General Instrumentation Design Checklist

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Transcript of General Instrumentation Design Checklist