© BP p.l.c.

Global Projects
Security classification: BP Internal
Organisation

Specification for Contractor Instrumentation Installation

Requirements

B01 Issued for Use Mike T Brown 18 Dec 2013 Michael Ho 18 Dec 2013 Mike T Brown 18 Dec 2013
Rev Reason for Issue Author Date Checked Date Approved Date
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be reproduced without the permission of
BP GPO-EN-SPE-30256 B01
 Foreword
This document has been prepared in accordance with the BP
Standardisation Strategy. This document will be used in conjunction with
other standardisation initiatives to define the standardisation requirements
for equipment and components.
This is an interim issue of EP-GIS 30-256-1 pending formal ETP approval.
This GPO number has been allocated so that Projects use the same
document and Contractors start to see a consistent number on the
specifications.
This document will be removed from the GPO library as soon as this EP-GIS
is formally issued in the ETP Library.
It is intended that Contractors are provided with a version of this document
that shows the commentary text.

GPO-EN-SPE-30256 Page 2 of 2 Rev: B01

© BP p.l.c. BP Internal
Upstream Instruction for Supply

GPO-EN-SPE-30256

Specification for Contractor Instrumentation

Installation Requirements

18 December 2013
Engineering Technical Practice
Engineering
Specification for Contractor Instrumentation Installation Requirements

Table of Contents
Page
1 Scope .................................................................................................................................... 5
2 Normative references............................................................................................................. 5
3 Terms and definitions............................................................................................................. 6
4 Symbols and abbreviations .................................................................................................... 7
5 Order of precedence .............................................................................................................. 8
6 Instruments............................................................................................................................ 8
6.1 Scope of work ............................................................................................................. 8
6.2 General....................................................................................................................... 9
6.3 Piping flushing and hydrotesting ............................................................................... 10
6.4 Hazardous areas....................................................................................................... 10
6.5 Instrument location.................................................................................................... 11
6.6 Instrument mounting ................................................................................................. 12
6.7 Environmental protection .......................................................................................... 13
6.8 Temperature instruments .......................................................................................... 13
6.9 Pressure instruments ................................................................................................ 14
6.10 Flow instruments....................................................................................................... 14
6.11 Level instruments...................................................................................................... 16
6.12 Weighing systems..................................................................................................... 17
6.13 Fire and gas devices................................................................................................. 17
7 Valve installation.................................................................................................................. 18
7.1 General..................................................................................................................... 18
7.2 Control valves ........................................................................................................... 18
7.3 Actuated block valves ............................................................................................... 18
8 Junction boxes, panels and enclosures................................................................................ 18
9 Instrument cabling and cable supports................................................................................. 19
9.1 Cable tray and rack................................................................................................... 19
9.2 Cable tray and rack installation requirements............................................................ 20
9.3 Cable ........................................................................................................................ 20
9.4 Penetrations.............................................................................................................. 23
9.5 Cable glands............................................................................................................. 24
9.6 Terminations ............................................................................................................. 25
9.7 Markings ................................................................................................................... 25

Copyright © 2013 BP International Ltd. All rights reserved.

This document and any data or information generated from its use are classified, as a
minimum, BP Internal. Distribution is intended for BP authorised recipients only. The
information contained in this document is subject to the terms and conditions of the
agreement or contract under which this document was supplied to the recipient's
organisation. None of the information contained in this document shall be disclosed
outside the recipient's own organisation, unless the terms of such agreement or contract
expressly allow, or unless disclosure is required by law.

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Specification for Contractor Instrumentation Installation Requirements

10 Instrument piping and tubing................................................................................................ 25

10.1 General..................................................................................................................... 25
10.2 Impulse lines............................................................................................................. 25
10.3 Installation of instrument air supply ........................................................................... 26
10.4 Fusible loops............................................................................................................. 27
10.5 Tubing....................................................................................................................... 27
10.6 Tubing fittings ........................................................................................................... 28
10.7 Tubing valves............................................................................................................ 29
10.8 Tubing supports ........................................................................................................ 29
10.9 Pulsating or high vibration service............................................................................. 30
11 Earthing (grounding) and bonding........................................................................................ 30
11.1 General..................................................................................................................... 30
11.2 Equipotential bonding and earthing (grounding)........................................................ 30
11.3 Cabling ..................................................................................................................... 31
11.4 Cable racks and cable tray........................................................................................ 32
12 Equipment identification and labelling .................................................................................. 33
12.1 General..................................................................................................................... 33
12.2 Company and supplier labels. ................................................................................... 33
12.3 Contractor supplied labels......................................................................................... 33
13 Receiving and storage of instruments and equipment on site .............................................. 34
13.1 General..................................................................................................................... 34
13.2 Instruments ............................................................................................................... 35
13.3 Panels....................................................................................................................... 35
13.4 Tubing....................................................................................................................... 35
13.5 Items delivered with equipment................................................................................. 36
13.6 Chemical safety data sheets ..................................................................................... 36
14 Quality management............................................................................................................ 37
15 Inspection, test, and certification .......................................................................................... 37
15.1 Inspection and test plan ............................................................................................ 37
15.2 Inspection access ..................................................................................................... 37
15.3 Instrument installation inspection .............................................................................. 37
16 Packing, preservation, marking, and shipping ...................................................................... 44
17 Deliverables ......................................................................................................................... 45
Annex A (Normative) Welding qualification ................................................................................... 46
A.1 Demonstration of competence ............................................................................................. 46
A.2 Contractor certification ......................................................................................................... 46
Bibliography .................................................................................................................................. 47

List of Tables

Table 1 - Minimum air supply sizes ............................................................................................... 26

Table 2 - Tolerances for orifice diameters ..................................................................................... 44

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Specification for Contractor Instrumentation Installation Requirements

Foreword
This Specification conforms to the BP Standardisation Strategy to transform GISs
into engineering technical specifications with no cross references to GPs.
At the date of publication, this Specification conforms to the Engineering Technical
Practices (ETPs) listed in the Bibliography and any approved deviations from these
ETPs.
This Specification together with other BP documents and project specific documents
defines the scope of supply for the equipment. The applicable BP and project
specific documents will be identified in the Purchase Order documentation.

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Specification for Contractor Instrumentation Installation Requirements

1 Scope

a. This Specification provides instructions for Contractor controls and instrumentation

installation requirements.
b. This Specification does not include the requirements of any local regulations which may
need to be applied to construction activities. It is the responsibility of the Contractor to
familiarise themselves with these and use them to control their activities where applicable.
c. This Specification does not include requirements for installation of telecommunications
equipment.
d. This Specification does not include requirements for installation of controls and
instrumentation on supplier packaged equipment.
e. The scope of this Specification does not include installation activities relating to integrated
control systems, unless otherwise stated in Purchase Order.
Installation of the control system will fall within the scope of a main automation
contractor.
f. The Scope of this Specification does not include any flanged process connections to piping
specification which will be carried out by mechanical, including supply of bolts and
gaskets.
This Specification provides controls and instrumentation installation requirements
outlining the procedures and activities required from the Contractor.

2 Normative references

The following documents are referenced in one or more requirements in this document. For dated
references, only the version cited applies. For undated references, the latest version of the referenced
document (including any amendments) applies.

Company documents
EP-GIS 30-254-1 Specification for Contractor Instrument Design Requirements.
GIS 06-602 Specification for Coating and Painting of Supplier Equipment.
GIS 12-159 Specification for Electrical and Instrumentation Cable Glands (IEC).
GIS 12-160 Specification for Electrical and Instrumentation Cable Seals (NEMA).
GIS 12-601 Specification for Junction Boxes (IEC).
GIS 12-602 Specification for Junction Boxes (NEMA).
GIS 30-251 Specification for Instrument Tubing and Fittings - Metric Units.
GIS 30-252 Specification for Instrument Tubing and Fittings - Customary Units.
GIS 30-253 Specification for Field Instruments.
GIS 36-320 Material Specification for 22% Cr and 25% Cr Duplex Stainless Steel.
GIS 64-021 Specification for Gas Custody Transfer Measurement Package.
GIS 64-022 Specification for Liquid Custody Transfer Measurement Package.

American Petroleum Institute (API)

API Specification Q1 Specification for Quality Programs for the Petroleum, Petrochemical and
Natural Gas Industry.
API RP 14C Recommended Practice for Analysis, Design, Installation, and Testing of
Basic Surface Safety Systems for Offshore Production Platforms.

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Specification for Contractor Instrumentation Installation Requirements

API RP 551 Process Measurement Instrumentation.

Energy Institute
Guidelines for the management, design, installation and maintenance of small bore tubing
assemblies. 2nd edition, May 2013.

International Electrotechnical Commission (IEC)

IEC 60079-14 Explosive atmospheres - Part 14: Electrical installations design, selection
and erection.
IEC 60079-17 Explosive atmospheres - Part 17: Electrical installations inspection and
maintenance.
IEC 60584 Thermocouples.
IEC 61000-5-2 Electromagnetic compatibility (EMC) - Part 5: Installation and mitigation
guidelines Section 2: Earthing and cabling.

International Organisation for Standardisation (ISO)

ISO 4406 Hydraulic fluid power - fluids - method for coding the level of
contamination by solid particles.
ISO 9001 Quality management system - Requirements.
ISO 3834-1 Quality requirements for welding. Fusion welding of metallic materials,
Part 1. Guidelines for selection and use.
ISO 3834-2 Quality requirements for welding. Fusion welding of metallic materials.
Part 2. Comprehensive quality requirements.
ISO 15156 Parts 1 to 3 Petroleum and natural gas industries - Materials for use in H2S-containing
environments in oil and gas production (ANSI/NACE MR 0175).

NACE International
NACE MR 0103 Materials Resistant to Sulfide Stress Cracking in Corrosive Petroleum
Refining Environments.

3 Terms and definitions

For the purpose of this Specification, the following terms and definitions apply:

Armour
Steel wire armour or wire braid incorporated in cable.

Company
BP p.l.c., an associate or subsidiary, or other organisation acting as owner, purchaser, or customer as
designated in the Purchase Order.

Company responsible engineer

Company engineer responsible for the technical requirements of the item.

Computer floor
Raised floor supported above a sub floor to allow cables to be routed into cabinets or panels.
Commonly used within control and equipment rooms.

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Specification for Contractor Instrumentation Installation Requirements

Contractor
Entity entering into a contract with Company to provide overall engineering construction and
installation.

Design package
The drawings and documentation generated during the design process defining the installation.

Manufacturer
Entity or sub-supplier producing the equipment item.

Severe service
Severe service includes high pressure gas, toxic service, gas with small molecules
(i.e., hydrogen, ethylene), high vibration and hydraulic service greater than
207 barg (3 000 psig), but will be defined by the project or facility.

Supplier
Entity entering into a contract with Company to provide materials, goods, supplies, equipment, or
plant and includes the successors and (or) permitted assigns of such entity.

4 Symbols and abbreviations

For the purpose of this Specification, the following symbols and abbreviations apply:

AFC Approved for construction

AWG American wire gauge.

COMPEX Competency validation and certification for electrotechnical and mechanical

craftspersons working in potentially hazardous or explosive atmospheres.

EVA Ethylene vinyl acetate.

ID Internal diameter.

I/O Input/output.

IP Ingress protection.

IS Intrinsically safe.

ITP Inspection and test plan.

LV Low voltage.

MAWP Maximum allowable working pressure.

MSDS Material safety data sheet.

NIS Non intrinsically safe.

OD Outside diameter.

PTFE Polytetrafluoroethylene.

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Specification for Contractor Instrumentation Installation Requirements

PVC Polyvinylchloride.

RTD Resistance temperature device.

SS 316 or 316L stainless steel.

uPVC Unplasticised polyvinylchloride.

5 Order of precedence

a. The order of precedence of the codes and standards quoted in the specifications shall be:
1. International and local statutory regulations.
2. Project data sheets.
3. Project specifications.
4. This Specification.
5. Referenced Company documents.
6. Referenced national and international codes.
b. Areas of apparent conflict between documents shall be brought to the attention of
Company for resolution.
c. In the event of a conflict between this document and a relevant law or regulation, the
relevant law or regulation shall be followed. If the document creates a higher obligation, it
shall be followed as long as this also achieves full compliance with the law or regulation.
d. Design, engineering, procurement, and construction for equipment shall comply with the
statutory laws and regulations of the final location of the asset. Refer to documents
identified in the Purchase Order for a list of these regulations.
e. For projects where the final location of the asset is in the EU:
1. Products supplied shall be confirmed to comply with applicable EU directives.
2. A Declaration of Conformity shall be provided.
3. The CE mark shall be affixed to the package nameplate.
4. Components supplied shall be listed together with the EU directives with which they
comply and the rationale by which compliance has been achieved.
5. A Technical File in compliance with applicable EU directives shall be compiled and
retained for a period of 10 years.

6 Instruments

6.1 Scope of work

a. The scope of work for Contractor will be defined in the Purchase Order and may include:
1. Receiving and storage of instrument equipment.
2. Supply of other items required to complete the installation, such as:
a) Cable.
b) Cable glands.
c) Cable tray and rack.
d) Support material for cable and tubing.

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Specification for Contractor Instrumentation Installation Requirements

3. Installation of cable, tube, and associated support systems.

4. Installation and connection of instruments.
5. Termination of cable to instruments.
6. Installation inspection and checks.

6.2 General
a. Instruments shall be installed in conformance to the design specification, equipment
specification, approved drawings, and manufacturer’s specification.
b. If the installation cannot be carried out to 6.2a, Contractor shall present an alternative
proposal which shall be subject to agreement by Company responsible engineer.
Alternatives should be reviewed against the design and differences assessed for
impact on accuracy and reliability.
c. Contractor shall liaise with mechanical contractor to ensure flanged instruments and
valves, with particular attention to diaphragm seals, are installed to manufacturer’s
procedures and without damage.
d. During construction, Contractor shall protect instruments and panels from rain, dirt,
sandblast, weld splatter, grinding debris, paint, etc.
e. Manual handling of instruments shall be in conformance to the manufacturer’s
instructions.
f. Panel doors and instrument covers shall be kept closed except when being worked in, and
instrument connection openings shall remain plugged until final connections are made.
g. Material specification shall be confirmed to data sheets and drawings before installation
with particular attention to the following:
1. Instrument parts exposed to process fluids containing hydrogen sulphide specified
and installed to conform to NACE MR0175, NACE MR 0103 or ISO 15156, as
specified on data sheets.
2. Flanges of instruments and thermowells specified as duplex or super duplex made of
materials that conform to GIS 36-320.
3. Copper, silver, mercury or alloys containing these metals (except Alloy 400) not in
contact with process fluids.
h. Sources of energy e.g. pneumatic, hydraulic etc. shall be identified as to service, flow
direction and function at the point of distribution.
i. Mounting materials shall be installed to minimise electrolytic corrosion by avoiding the
contact of dissimilar metals. Insulating materials shall be inserted between the contact
surfaces if the use of dissimilar metals is unavoidable.
j. Welding shall not be permitted to pressure-containing parts of pressure vessels.
k. Instruments, gauge glasses, sight flow glasses, etc., shall be protected from damage during
fabrication, painting, insulation, and other assembly and construction activities. Gauges
and glasses etc. shall be free of paint, insulation and other defacing material.
l. During sandblasting and painting operations, locally mounted instruments, gauges, glasses,
control valve stems, nameplates, and working surfaces shall be covered or removed as
applicable.
m. If an instrument is inadvertently covered by paint, the paint shall be removed so as to avoid
damaging the finish.

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Specification for Contractor Instrumentation Installation Requirements

6.3 Piping flushing and hydrotesting

a. Flushing and hydrotesting of piping will be carried out by the mechanical contractor but
Contractor shall be responsible for liaison and ensuring no damage occurs to instruments
during these operations.
b. Any instrument damaged during or as a result of hydrotesting shall be replaced with an
identical item.
Company should back charge Contractor the cost of any instruments damaged in
this way.
c. Contractor shall generate a list of spool pieces required, following review of instruments to
be left in for flushing or other activities.
d. Pipe spool pieces required to replace in line flow devices during piping fabrication,
flushing and hydro testing shall be supplied.
e. Non-inline instruments, including all pressure instruments, shall be removed or physically
isolated from the process during piping hydrotesting.
f. Control valves, PSVs, rupture discs and regulators shall not be inline during piping line
flushing. They shall either be replaced with spool pieces or blinded, depending on the
flushing route.
g. Inline flow elements shall be removed before lines are hydrotested.
h. PSVs and rupture discs shall be removed or blinded before lines are hydrotested.
i. Regulators shall be removed and replaced with a spool piece for hydrotest.
j. Control valves shall be manually opened for flushing or hydrotesting.
k. During hydrostatic pressure tests, differential pressure type flow instruments shall have:
1. Orifice tap block valves closed.
2. Drain valves opened.
l. Internal float and displacer type level instruments shall be removed during hydrotesting.
m. The float chamber of external float and displacer instruments shall be blinded, drained, and
vented during hydrotesting.
n. Analysers shall be protected during hydrotesting as follows:
1. Sample taps isolated.
2. Analyser tubing disconnected.
o. After completion of the hydrotesting, sample piping shall be blown dry and sealed.
p. Integrity of the instrument in line connection shall be tested after re-installation by means
of a leak test using nitrogen at 1,1 times the design pressure or MAWP of the associated
piping system.

6.4 Hazardous areas

a. Contractor supplied equipment and materials for use in a hazardous area shall be selected
in conformance to the project standard for the zone and area classification.
b. Contractor shall provide copies of certificates for all such equipment and material which
shall be subject to Company approval prior to use.
Review documents to ensure certificates match equipment and the certification is
suitable for the hazardous area, and follows the project philosophy.

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Specification for Contractor Instrumentation Installation Requirements

c. Contractor shall ensure that all certified electrical equipment has been labelled or marked
by supplier with the correct IP rating, category rating, Ex protection type, gas group, and
temperature classification where applicable and that the required certificate has been
supplied.
d. The apparatus sub-group and temperature classification shall be as stated in the project
documents.
e. Electrical apparatus for use in hazardous areas shall be installed in conformance to:
1. Standard applicable to the project.
2. Type of protection employed.
3. Conditions stated on the apparatus certificates issued by the testing authority.
f. Only trained personnel (as detailed in Contractor’s quality management system) shall
undertake the installation of hazardous area certified equipment.
g. Barrier glands shall be used if specified in project documentation.
h. Approved sealing washers shall be used if required to maintain IP rating of equipment.
i. Painting of flameproof components, other than that applied by the manufacturer, shall not
be permitted.
j. Repairs to paintwork on instruments shall be carried out in conformance to the
manufacturer’s instructions.
k. Obstructions around the flanges of flameproof equipment shall not be permitted.
l. Where corrosion inhibiting grease is required, a proprietary non-hazardous material
suitable for use with Ex d apparatus shall be applied to the flame path of equipment.
m. No alterations or substitutions shall be made to equipment unless this is permitted in the
equipment certification.
n. The number and size of gland entries into certified enclosures shall not be modified.

6.5 Instrument location

a. Location of instruments shall be as shown on project drawings.
b. Deviation from the designed location greater than 500 mm (20 in), shall be subject to
approval by Company responsible engineer prior to installation.
Instruments located on stands and brackets etc. may not be able to be positioned at
the exact location on the drawing, which may actually show the tapping point.
c. Instruments shall be accessible from grade or from a permanent platform for operability
and maintenance.
d. Indicating and recording instruments shall be installed such that the centre of the
instrument is approximately 1,3 m (4 ft 3 in) above grade, finished deck level, access
platform, or walkway.
e. Indicators shall be visible from operating positions and under normal (natural or artificial)
lighting levels at the location.
f. If an indicating instrument is required for local control it shall be readable from the manual
control location.
Local indicators should be visible from applicable local controller or valve.
g. Instruments shall be oriented so that electronics are accessible for maintenance.
h. Instruments, panels, and associated mounting, wiring and piping connections shall not
obstruct aisles, walkways, platforms, or stairways.

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i. Instruments, their supports, or connected tubing, piping, or cable shall not constitute a head
or tripping hazard.
j. Instruments shall be mounted with a clearance of at least 600 mm (2 ft) from equipment
with surface temperatures in excess of 40°C (104°F).

6.6 Instrument mounting

a. Instruments shall be installed level and aligned, unless that deviates from the
manufacturer’s installation instructions.
b. Instruments shall not be:
1. Installed on handrails.
2. Installed with saddle clamps on pipework.
3. Supported by instrument tubing.
c. Field supports and hardware for instruments, junction boxes, tubing bundles, and cable tray
or rack shall be suitable for the environment for which they are located, as follows or as
specified in project documents:
1. Hot dip galvanised for onshore facilities
2. SS for offshore and coastal facilities.
d. Assembly bolts or screws and associated fixings shall be SS.
e. Supports fabricated as part of structural steel shall be the same material as the structure and
coated to the same procedures.
f. Other tray supports, equipment mounting supports, and miscellaneous supports, shall be
installed, blasted, and coated in conformance to GIS 06-602 prior to installation of cables,
electrical or instrument equipment, and tray systems.
g. Drilled holes shall be coated in conformance to GIS 06-602.
h. Instrumentation brackets or stands shall be bolted or welded to structural steel and not
grating systems.
i. Wherever possible, existing structural steel shall be used for equipment, tray, and tubing
supports rather than adding supports.
j. Stud threads shall be protected prior to painting.
k. Supports and brackets shall be free from rough or sharp edges.
l. Installation shall be reviewed for mechanical integrity accounting for potential static and
dynamic loads.
m. Instrument brackets and stands shall be based on project drawings.
n. When connecting instrumentation to cathodically protected pipelines, care shall be taken to
ensure that protection currents do not flow into the instrumentation earth (ground) system.
Special insulating kits for flanges and insulating tube unions allow impulse lines to
be earthed (grounded) and electrically isolated from the pipeline.
o. Instrument piping and connections shall be supported to relieve strain on equipment and
pipework to instrument interface.
p. Instruments that require manifolds shall:
1. Have manifolds mounted to the stand or bracket.
2. Be attached to the manifolds so that the instruments can be removed without
disturbing the manifolds, pipe support brackets, or other installation components.

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q. Instruments shall be tubed so that devices are removable by detaching only the associated
tubing and cable without disrupting the functionality of other devices.
r. Atmospheric vents, particularly from solenoid valves, shall be directed to avoid a hazard to
personnel or equipment and avoid the ingress of moisture and contaminants.
In exceptional circumstances it may be required to install a U bend on the vent to
achieve this, in agreement with Company responsible engineer. Note that equipment
should not be supplied vents facing up when installed correctly.
s. Tubing shall be installed in the vent connection, routed to provide a safely directed vent.
t. Instruments requiring a vent opening shall have a self-draining, bug proof, breather screen
to eliminate blockages.

6.7 Environmental protection

6.7.1 General
Protection will be specified if required to maintain instruments within the operating parameters
defined by the manufacturer.

6.7.2 Heat tracing, enclosures and rain protection

a. Instruments requiring heat tracing will be detailed in project design documents.
Heat tracing may be for winterising or process reasons.
b. Steam or electrical trace heating and heated enclosures shall be installed as specified in
project design documentation.
c. Rain shields, if specified and shipped separately, shall be re-attached to panels.

6.7.3 Radiated heat and solar protection

a. Equipment may be specified with solar-shields or shelters to facilitate maximum protection
against radiated temperature and to avoid possible deterioration of components due to
excessive heat and ultra-violet radiation.
b. Shields shall be correctly orientated to provide protection against the source of heat.
c. Enclosures specified with cooling shall be installed to the project documentation and
manufacturer’s instructions.
d. Contractor shall review the protection specified and advise if there are areas of potential
exposure which may need additional protection.
e. Cable racks and trays shall be fitted with covers if specified.
f. Project documentation will define requirements for solar protection.

6.8 Temperature instruments

a. Thermowells shall be checked for correct fit in line or vessel before installation by trial fit
and visual assessment.
b. Temperature devices shall maintain positive contact with base of thermowells.
Elements will be spring loaded in conformance to GIS 30-253 and should be
checked by lifting against the spring and checking there is positive spring pressure
on the bottom of the thermowell.
c. RTD lead wires shall be:
1. Continuous wire without intermediate terminations from RTD head to transmitter or
direct reading temperature instrument such as local display.

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2. Shielded, single triad or quad connecting cables with stranded copper conductor, as
defined on project drawings.
3. Connected to terminal block or head mounted transmitter in RTD head.
d. Thermocouples without head mounted transmitters shall be connected with the correct type
of extension wire to eliminate sources of errors produced by dissimilar metal junctions.
e. Thermocouple extension wires shall conform to IEC 60584, Part 3, Class 1 or API RP 551,
as defined by project documentation.
f. Thermocouple heads connected to thermocouple sheaths shall be supported to protect
sheathed thermocouple elements from bending forces.
g. Temperature sensing elements using filled systems shall be installed with at least 600 mm
(24 in) of extra cable and capillary and coiled at the element to permit disconnection
without damage to the capillary tube.
h. Capillary tubing shall be supported throughout its length and not bent through a tighter
radius than 100 mm (4 in).
i. Spare capillary shall be coiled neatly, conforming to manufacturer’s guidance, secured and
supported to avoid mechanical damage. The coil shall not be less than 200 mm (8 in)
diameter.
j. Capillaries shall be protected from direct sunlight and sources of heat.

6.9 Pressure instruments

a. Pressure gauges shall be mounted as close as possible to their sensing points.
b. Pressure gauges of diameter 150 mm (6 in) diameter or smaller may be close coupled and
supported by their own connections if the impulse piping is flanged or welded.
c. Pressure gauges shall be installed with siphon devices or pigtails for vapour service above
65ºC (150ºF) and for steam service.
d. Pressure instruments shall be installed in conformance to project hook-up and installation
drawings, with particular attention to:
1. Location of instrument above or below tapping.
2. Direction of slope of impulse lines.
3. Location of vent and drain points and condensate pots.
4. Access to drain and vent valves.
e. Gauge blow out protectors shall not be obstructed.
f. Protectors shall face away from the operator.
g. The back of solid front pressure gauges shall be at least 25 mm (1 in) away from any
obstruction.
h. Pressure instrument vents and drains shall be piped to containment systems consistent with
facility environmental requirements and in conformance to project drawings.

6.10 Flow instruments

6.10.1 General
a. This Specification addresses requirements for non-fiscal flow measurement.
b. Custody transfer flow measurement installation is covered in GIS 64-021 for gas or
GIS 64-022 for liquid.

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Specification for Contractor Instrumentation Installation Requirements

c. In line devices shall be installed in conformance to:

1. Manufacturer’s recommendations.
2. Project hook up details.
3. Project drawings.

6.10.2 Differential pressure flowmeters

a. Orifice flanges shall have “jack bolts” that allow flanges to be forced apart for insertion of
the metering orifice plate and new gaskets.
b. Weld penetrations upstream and downstream of orifice flanges shall be inspected and any
protrusion ground flush with the pipe bore to give a smooth finish.
c. Orifice plates shall be trial fitted, removed and packaged for installation during
commissioning.
d. After trial fitting orifice plates shall be replaced with a spacer.
e. Care shall be taken to ensure that the flow plate is correctly orientated with regard to
direction of flow and plate drainage provisions with sharp edge of the orifice facing
incoming flow.
f. Pairs of impulse lines shall be, as near as possible:
1. Of equal length.
2. Routed together.
g. Instruments shall be installed in conformance to project process hook-up drawings. These
will define:
1. Above or below tapping.
2. Slopes.
3. Vents.
4. Drains.
h. Refer to instrument index. This will define, for each instrument, requirements for:
1. Insulation.
2. Heat tracing.

6.10.3 Coriolis flowmeters

a. It shall be confirmed, before installation, that:
1. Flanges are visually in line so that any imposed pipe stress is minimised.
2. Pipe supports are provided each side of the meter, in conformance to project drawings
and manufacturer’s requirements.
b. Coriolis instruments shall be installed so that vibration is minimised.

6.10.4 Magnetic flow meters

a. Copper braid jumpers in conjunction with bonding plates shall be installed to electrically
bond the body of the flowmeter with the upstream and downstream pipework and to the
plant earth (ground), in conformance to manufacturer’s requirements and project
documents.
b. Flange bolts shall not be used as jumper connections.

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6.10.5 Annubars and pitot tubes

Annubars and pitot tubes shall be installed, within the manufacturer’s stated limits, such that the
device is:
a. Perpendicular to the pipe axis.
b. Aligned on a diameter of the pipe.
c. Aligned to flow direction.

6.11 Level instruments

6.11.1 General
a. Stand pipes and chambers shall be mounted vertically to a tolerance not exceeding
±1 degree.
b. For instruments having coatings vulnerable to explosive decompression, care shall be
taken during venting following any pressure test.

6.11.2 Stilling wells

a. Stilling wells shall be supported throughout their length, typically every 3 m (10 ft) or as
defined on project drawings.
b. Stilling wells shall be inspected before installation with particular attention to the
following:
1. Weld points through the stilling well or chamber confirmed to have no weld
penetration.
2. The presence of weld burrs and nicks within stilling well removed prior to
installation.
3. Use of a profilometer to verify well smoothness is in conformance to manufacturer’s
instructions.

6.11.3 Displacer level

a. Care shall be exercised in handling displacer type instruments to avoid damage to the
torque tube and displacer.
b. Shipping clamps shall remain in place until the instrument is finally located.

6.11.4 Differential pressure level

a. External differential pressure level instruments shall be mounted at the same level as the
lowest connection (i.e. the highest pressure connection) or lower or as specified in project
documents.
b. If impulse lines require gas purge:
1. Transmitter shall be installed with a condensation or overfill bend at least 1 m (3 ft)
high in the low pressure measurement leg.
2. Purge supply lines shall be run in a vertical direction, down into the measurement
lines.
c. Capillary tubing shall be supported throughout its length and not bent through a tighter
radius than 100 mm (4 in).
d. Spare capillary shall be coiled neatly, conforming to manufacturer’s guidance, secured and
supported to avoid mechanical damage. The coil shall not be less than 200 mm (8 in)
diameter.

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e. Capillaries shall be protected from direct sunlight and sources of heat.

f. Impulse lines that are liquid purged shall have purge supply lines run horizontally into the
measurement lines.

6.11.5 Radar level

Open path radar antenna shall be installed parallel to the well or chamber within a tolerance of
±1 degree.

6.11.6 Nucleonic level

a. Weight of source holder shall be considered during design of the mounting brackets and
supports.
b. A dummy container without a radioactive source may be provided and shall then be used
to check installation.
c. Nucleonic level instruments shall have the sources installed by the supplier under the
control of Company radiation protection advisor.
d. Winterisation material shall not be installed between the source and detector.
e. Consideration shall be given to the location of steelwork. The source detector path should
not pass through major steelwork.
f. Plate or mesh shall be installed to prevent the possibility of people putting their hands
between the source and the vessel, as defined in project drawings.

6.11.7 Switches
Level switches shall be removable without the need to disconnect the cable.

6.11.8 Gauges
a. Level gauge glasses and magnetic gauges shall be installed and oriented so that they are
readable from operational areas.
b. Mechanical support for level gauges shall be reviewed to ensure gauges are supported in
conformance to manufacturer’s instructions.

6.12 Weighing systems

Electrical connections and earth (ground) bondings between a moving weighing platform and
stationary surroundings shall be horizontal allowing for movement without affecting the
accuracy of the weighing operation.

6.13 Fire and gas devices

a. Fire and gas devices shall be installed in conformance to the project design drawings and
manufacturer’s instructions.
b. Deviation from the designed location greater than 200 mm (8 in), shall be subject to
approval by Company responsible engineer prior to installation.
In some cases devices may be installed outside of this tolerance if a more suitable
location is apparent on site e.g. if a device is intended to be mounted on a separate
post but there is steel structure close by which can be used. The effectiveness of the
device in the alternative location needs to be verified so that the design functionality
is achieved.
c. Devices shall be aligned, where applicable, using the manufacturer’s tools and procedure.
d. For fusible plugs, see 10.4.

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7 Valve installation

7.1 General
a. Contractor shall be responsible for:
1. Liaising to ensure control and actuated on/off valves are handled and installed
correctly.
2. Ensuring precautions are taken to avoid inner valve damage to weld end valves.
3. Installing tubing and cabling when flange bolting assembly is complete.
b. Installation shall be in conformance to project hook up details, piping arrangements and
suppliers requirements.
c. The installation shall provide access for maintenance for both valve and actuator.
d. Diaphragm and piston-actuated valves shall be installed with their stems vertical and with
accessories able to be reached from grade or platform.
e. Valves shall be mounted with the flow indication arrow correctly orientated.
f. If positioner, position indicator, or actuator need to be changed at site this shall be carried
out in conformance to the manufacturer’s procedure and may be witnessed by Company
responsible engineer.

7.2 Control valves

a. Only devices directly related to the actuator shall be mounted on the actuator.
b. Associated instruments such as filter regulators shall be mounted in an accessible position
adjacent to the control valve.

7.3 Actuated block valves

a. Actuators shall not be dismantled from valves.
b. If the actuator and valve body have been separated for shipment, care shall be taken to
ensure that during re-assembly the actuator and valve are correctly aligned.
c. Re-assembly shall be carried out by the manufacturer’s representative or in conformance to
manufacturer’s instructions.
d. If fireproofing is specified, Contractor shall:
1. Install any fireproofing materials supplied with the valve.
2. Liaise to ensure fireproofing is installed with access for maintenance.
3. Ensure fireproofing covers cable and tube entries.
e. Local valve control panels, for operating control valves, shall be installed in an accessible
position close to the valves being operated.

8 Junction boxes, panels and enclosures

a. Junction boxes and remote I/O panels shall:

1. Be located in conformance to project documents.
2. If not defined, close to groups of associated instruments to minimise length of wiring.
3. Not impede maintenance equipment access ways.
b. Junction boxes shall be in conformance to GIS 12-601 or GIS 12-602 (version in the
Purchase Order applies).

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c. Equipment, control and I/O rooms, construction, painting, finishing, and clean-up work
shall be complete and ready for installing completed control panel, control console,
uninterruptible power supply, auxiliary racks, or other control and I/O room hardware.
d. HVAC systems shall also be complete and functioning or temporary heating and air
conditioning shall be located in the area and in operation to maintain environment to panel
supplier’s directions.
e. The following applies to panels, cabinets, equipment racks and other similar items, referred
to as “panels”:
1. Panels designed for installation indoors shall only be installed when the main
structural work is complete including the roof and doors and the facility is dustproof,
watertight and air-conditioned.
2. Before installation, Contractor shall check that:
a) Panels are positioned to allow all doors to open fully.
b) Panels and doors are positioned so that they do not impede emergency escape
routes.
3. Panels shall be located in conformance to project drawings.
4. Contractor shall provide mounting frames, if specified on project documents, to
support panels located in rooms with computer floors so that the base of the panel is
level with the finished floor.
5. Mounting frames shall be constructed and finished in conformance to project
documents.
6. Panels shall be lifted and moved in conformance to supplier’s procedure, using
designated lifting eyes, spreader beams etc. as directed.
7. Removable lifting lugs shall be removed from panels after installation and final
positioning. Lifting lug holes shall be plugged by bolts or blanking plugs, supplied by
Contractor.
8. Panels shall be bolted to the mounting frame.
9. Instruments removed from panels for transportation or delivered separately, shall be
reinstalled and reconnected by the panel supplier or by Contractor under the panel
supplier’s supervision.
10. Panels bottom gland plates shall be sealed at the cable entry.
11. Panels shall not be powered up without authorisation from Company responsible
engineer.
12. Panel doors shall be locked after installation to prevent access by unauthorised
personnel. Key distribution shall be controlled by the Contractor.
13. After installation of panels, areas shall be restricted to authorised personnel.

9 Instrument cabling and cable supports

9.1 Cable tray and rack

a. If detailed in project drawings, a network of support starter brackets shall be welded to the
secondary steel (using doubling plates) prior to surface treatments. The cable ladder rack
and tray supports shall then be clamped, bolted, or welded to the starter brackets.
b. Cable ladder rack and tray supports if used under floors of control and equipment rooms
shall be fabricated or proprietary U and H shaped return lip channel.

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Unistrut or similar.
c. Materials shall be in conformance to 6.6c.
d. Supports for cable tray runs shall be clamped, bolted or welded to steelwork as specified in
project drawings.
e. The spacing of cable ladder rack and tray supports shall be as specified on project design
drawings or in conformance to manufacturer’s recommendations.

9.2 Cable tray and rack installation requirements

a. Contractor shall bring major route clashes discovered during installation to the attention of
Company responsible engineer for resolution, so that the integrity of the route is
maintained and further clashes eliminated.
b. Site run cable ladder rack or tray shall be installed to minimise cable lengths and clash
checked by Contractor prior to installation.
c. Site run routes should be minimised by grouping field mounted items.
d. Cable ladder rack and trays shall be in conformance to cable tray and rack requirements in
EP-GIS 30-254-1.
e. Contractor shall use proprietary manufactured sections consisting of straights, bends,
risers, reducers, tees, crosses and other components to provide a continuous cable support
system.
f. Burrs and sharp edges formed on the cable ladder racks, tray or supports, if cut, shall be
removed so that the exposed edge will not damage cables or injure personnel and will
permit protective coatings to adhere to the exposed edge.
g. Galvanised supporting steel work, cable tray or ladder that is cut or drilled shall have the
exposed surfaces protected with a cold galvanising coating.
h. Contractor designed cable support systems shall be subject to agreement by Company
responsible engineer prior to installation.
Ensure proposed routing and support system is in line with project requirements.
i. Cable rack and tray shall be completely assembled and earthed (grounded) prior to
installation of cables.

9.3 Cable

9.3.1 General
a. Cables shall be installed to project design drawings and documents.
b. Cables shall be accurately measured prior to cutting or the cable pulled through a
calibrated measuring device.
c. Before installation, Contractor shall check that:
1. Routes are accessible and available.
2. The cable is designed for the environmental conditions and installation methods to be
used.
d. Cables shall not be attached to pipes or structural steel members.
e. Cables shall be:
1. Installed clear of process and service pipes to allow for pipe coating and insulation.
2. A minimum distance of 400 mm (16 in) from insulated lines.

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f. Cable shall be routed as a continuous length from origin to destination without joints or
splices, except if specified otherwise on project design drawings.
g. Protection against mechanical damage shall be provided as detailed on the project design
drawings where cables pass vertically through floors, platforms, walkways, etc.
h. Cables shall be handled and installed so that damage is not caused by abrasion or by
tension outside of cable manufacturer’s recommendations.
i. Tension applied to cables during installation shall be monitored to prevent stresses being
applied that exceed the cable manufacturer’s recommendations.
j. Pulling methods shall be detailed in Contractor's procedure.
k. Cables shall be laid in smooth parallel formations. Twists, crossing or intertwining of
cables shall not be acceptable.
l. Cables shall not be bent to a radius below the minimum bending radius as specified by the
manufacturer.
m. Cables shall not be handled or installed in ambient temperatures lower than those specified
by the cable manufacturer.
n. Cables shall not be cut and left exposed to the environment for more time than is necessary
to complete cable glanding and terminating.
o. Cable ends that might be exposed for more than 24 hours shall be sealed using a
proprietary method.
p. If cable ends are coiled pending installation, cables shall be coiled individually, supported
and strapped together to avoid tangling. Armouring wire shall not be used for this purpose.
q. Cable coils shall be clearly and legibly identified using non-corrosive material.
r. Coils shall be arranged in sequence and for ease of accessibility during installation.
s. IS signal cables shall be segregated from NIS signal cables in conformance to the project
design documentation.
t. Contractor shall ensure that parallel routed electronic signal cables are separated from
power cables and lighting cables in conformance to EP-GIS 30-254-1 where installed to
project drawings or site run.
u. If intersection between groups is unavoidable, the different groups of cable(s) shall cross at
right angles without touching.
v. Electronic or electrical instrumentation shall be installed with a loop of cable at the device
to facilitate removal without causing stress on the cable, and with sufficient length of cable
to permit re-glanding in case of damage.
w. Top surface cable entries into externally located enclosures shall not be permitted.

9.3.2 Above ground and offshore

a. Cables shall be secured as follows:
1. At intervals of not greater than 900 mm (3 ft) on horizontal cable ladder rack.
2. At intervals of not greater than 600 mm (2 ft) on vertical cable ladder rack.
3. At each bend.
4. At each change of direction.
b. If cables are not laid on top of horizontal ladder rack or tray, supplementary EVA coated
SS straps shall secure the cable at no greater than 3 m (10 ft) intervals to prevent the
release of a cable during fire conditions.

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c. Cables up to and including 40 mm (1 1/2 in) overall diameter shall be individually secured
along their length by EVA coated SS UV resistant, self locking proprietary cable ties.
d. Cables above 40 mm (1 1/2 in) overall diameter shall be individually secured along their
length by proprietary cable cleats.
e. Holding down clips, clamps or ties shall be of such dimensions that when tensioned for the
final installation they do not damage the cable sheath or substructure.
f. Cables shall be supported within 900 mm (3 ft) of termination points and where they pass
through floors, decks etc.

9.3.3 Under floor

a. Cable below computer floors, where not fully detailed, shall be subject to the same
segregation requirements as cables in other locations. Refer to EP-GIS 30-254-1.
b. Instrument signal cable shall be laid on ladder below the computer floor.
c. Power cables shall be installed in trays in specific paths to avoid signal cables.
d. Serial communication cables (indoor unarmoured) and indoor fibre optic patch cables shall
be protected by routing in tray under the computer floor.
e. Cable crossing under computer floors between instrument cable and electrical cable shall
be avoided wherever possible.
f. If unavoidable, such crossings shall be made at right angles and shall be provided with
cable tray bridges by the Contractor.

9.3.4 Below ground

a. The method and depth of installing buried cables shall be in conformance to project design
drawings.
b. If the design drawings do not detail the method, Contractor shall install them in
conformance to Contractor’s approved standard installation details.
c. Contractor shall ensure that cables routed below ground are protected against compressive
damage by routing them inside dedicated cable ducts, cable trenches or, if direct buried, at
a depth to avoid compressive cable damage.
d. Cables below ground shall be buried at a depth of 800 mm (32 in) minimum to the top
cable or as specified on project drawings.
e. Cables shall be protected against contamination from liquids, unless the cable is designed
for installation and operation while in contact with such contamination.
f. Cables crossing roads, access-ways, under permanent equipment or any other such
obstruction, shall be routed in ducts or cast trenches, and shall not be direct buried.
g. Trenches shall be free from obstacles, stones, slag and other waste materials.
h. Stone and slag free filler (earth or sand) shall be tipped onto the cable lying flat on the foot
of the trench up to a depth of at least 150 mm (6 in) above the cable, and lightly tamped
and levelled.
i. Sand-encased cable trenches in areas of increased hazard, as specified on project drawings,
shall be protected against damage with cable protection covers or cable cover plates.
j. When the cable trench is filled, compacting machinery shall be employed only when
coverage of the cable is at least 300 mm (12 in) deep.
k. A warning strip of corrosion-proof material e.g. soft PVC shall be placed at a distance of
300 mm (12 in) to 400 mm (16 in) above the cable.

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l. Protective earth (ground) cables shall be installed in trenches in conformance to

IEC 61000-5-2 if specified in project documents.

9.3.5 Optical fibre cable

a. Only staff independently certified as competent shall perform the installation, splicing,
termination and testing of optical fibre cable.
b. Contractor shall ensure that personnel hold a valid certificate of competency for the work
undertaken including a valid photo identification of the holder.
c. The certificate shall be given a unique number which shall be attached to the test
certification for each part of the installation.
d. Installation of optical fibre cables shall be in conformance to the manufacturer’s
instructions, particularly with regard to pulling, terminations, joints and testing.
e. Optical fibre shall be protected from excessive strains, produced axially or in bending,
during installation.
f. Contractor shall determine any measures necessary to prevent the optical fibre within the
optical cable experiencing direct stress following installation.
g. Optical cables may need to deviate from the vertical if long vertical runs are proposed, at
intervals as recommended by the manufacturer by the inclusion of short horizontal runs,
loops or support arrangements.
h. The bending of optical fibre cable under tension during installation shall be avoided.
i. Special tools shall be used for cutting and attaching couplers to the ends of fibres. The
surfaces on the ends of the fibres shall be kept clean and dry.
j. After installation, the continuity, signal losses and attenuation of the optical transmission
system shall be checked in conformance to the approved manufacturer’s recommended
procedure.
k. Failures shall be rectified.

9.4 Penetrations

9.4.1 Mechanical protection

a. Cables shall be protected where they pass through floors, decks, or walls, or where they
rise from a cable trench.
b. Protection shall be installed as specified on project drawings or using one of the following:
1. uPVC ducts for cables rising from below through a floor or out of a trench.
2. Kick protection around openings in floors and decks, either solid or grating.

9.4.2 Cable transit frames

a. Cables crossing a fire or gas barrier, for example a firewall or gas tight wall, will be
designed to pass through a certified multi-cable transit to maintain the characteristics of the
barrier.
b. Transits shall be installed in conformance to manufacturer’s instructions and the project
design drawings.
c. The project design drawings will indicate for each particular cable the transit frames
through which the cable is to pass.
d. Contractor shall ensure that:
1. On horizontal routes the lower transit frames are used first.

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2. On vertical routes the inboard frames are used first.

e. Selection of which transit window is used within each multi-frame shall be determined by
each cable's physical position on the rack or tray so that cables enter the transit window
neatly.
f. As frames are filled and completed the blocks shall be installed and the transit sealed.
g. Split blocks shall be used for all cables, including spare entries. Solid blocks shall not be
used.

9.5 Cable glands

a. Cables shall use glands in conformance to GIS 12-159 or GIS 12-160 (version in the
Purchase Order applies) on entry to:
1. Instruments.
2. Enclosures in hazardous areas.
3. Enclosures designed for glanded cable entry.
b. Sealing components shall be provided as necessary to maintain ingress protection specified
for the terminal enclosure.
c. Cable entry into junction boxes and enclosures shall be in conformance to project
documentation.
d. Glands shall be installed in conformance to supplier’s instructions.
e. Contractor shall confirm before installation that cable glands are in conformance to the
applicable hazardous area certification requirements.
f. Cable gland type and size shall be as specified in project design drawings and documents.
Gland size and type will normally be detailed in the cable schedule.
g. Dual certified Ex d and Ex e certified glands shall be used for equipment certified for use
in hazardous areas.
h. The number and size of gland entries into certified enclosures with fixed gland plates shall
not be modified.
i. Unused gland entries shall be plugged with a certified plug.
j. Removable gland plates shall be separately bonded to the parent equipment.
k. Tapped gland entries into metal enclosures shall have paint or sealant material completely
removed from the threads to ensure good metallic contact.
l. Clearance holes entries into enclosures shall have internal locknuts and a serrated shake
proof washer fitted.
m. In non-hazardous areas cabinets may not be designed for glanded entry and then cables
shall be stripped to the armour layer and clamped using proprietary cable clamps.
This will commonly apply to bottom entry cabinets above for installation in
equipment rooms with computer floors. These should have a proprietary clamping
and sealing system incorporated into the cabinet floor.
n. In such cases the cables entering the cabinet shall be sealed to maintain the cabinet IP
rating.
o. Clamps shall be connected to the instrument protective earth (ground).
p. Glands shall not be fitted with shrouds.

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9.6 Terminations
a. Conductors shall be terminated with compression type lugs unless the equipment being
connected to is equipped with clamp type terminals.
b. Multi stranded cable conductors up to and including 2,5 mm2 (12 AWG) shall be
terminated via bootlace crimp ferrules.
c. Only crimping tools with a current calibration certificate shall be used for applying crimps.
d. No more than one conductor shall be connected to each terminal, except where detailed on
Contractor design drawings. In such cases the two wires shall be crimped together.
e. Multicore instrument signal cables or radials shall be protected by neoprene rubber sleeves
using a sleeve expander tool.

9.7 Markings
a. Cable numbering shall be in conformance to the project cable schedule.
b. Cable markers shall be located at each end of the cable and at both sides of cable transits,
bulkheads or where the cable enters or leaves a rack or tray.
c. Cable markers shall be clearly visible from the direction in which the cables would be
normally inspected.
d. Core identification, where specified, shall be provided in conformance to the design
drawings and be readable in the terminated position.
e. Each core of a cable entering an item of equipment shall be marked, using a proprietary
cable marking system, as specified in project documentation.

10 Instrument piping and tubing

10.1 General
a. Combined thread sealant and lubricant shall be used on taper threads for instrument
connections, conforming to manufacturer’s instructions, as follows:
1. Anaerobic based fluid sealing compounds on piping and tubing fittings up to
temperatures 175°C (350°F)
2. High temperature anti-seize lubricant for services over 175°C (350°F).
b. PTFE tape shall not be used, except for analyser sample lines.
c. Analyser sample lines shall:
1. Not use sealing compounds or lubricant.
2. Use PTFE tape, applied in conformance to manufacturer’s instructions, without any
tape extending beyond or overhanging the first thread.
Anaerobic based fluid sealing compounds are not used on analyser sample lines as
the compounds affect gas analyser results. This also applies to any PTFE tape in
the flow stream.
d. Spare manifold ports shall be plugged with a similar metallurgy threaded pipe plug.

10.2 Impulse lines

Design should specify that instruments are close-coupled to the primary process
connection utilising an instrument manifold and thus eliminating the need for
impulse lines, unless it creates access and maintenance issues.

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a. Impulse lines shall be installed with a minimum continuous slope of 1 in 12 and as few
changes in direction as possible.
b. Low and high spots shall be avoided but if this is not possible a drain valve at the lowest
point or vent valve at the highest point shall be provided.
c. Tubing runs shall be installed in conformance to design drawings. Exceptions shall be
highlighted in conformance to 6.2b.
d. Impulse tubing and piping shall be as short as possible. The length of tube between
process isolation valve and instrument should be less than 6 m (20 ft).
e. Impulse tubing routing shall be installed in conformance to the drawing provided as part of
the design package, where provided.
f. Impulse lines, if used, shall:
1. Meet design rating and connection requirements of the process.
2. Have a block valve within 1m (3ft) of the process line and a test and isolation
manifold with vents and drains integrated with the instrument.

10.3 Installation of instrument air supply

a. Installation shall be in conformance to project hook up details and piping arrangements.
b. The main instrument air supply header will be shown on project design drawings and will
show main instrument air supply isolation valves.
c. Take off points shall be installed on the top of the main header.
d. Sub headers from the main air supply header to air distribution points or manifolds, shall
be site routed in conformance to project design drawings.
e. Individual instrument air supply tubing or pipe work shall be site routed.
f. Air supply tubing shall be used for instrument air up to and including 25 mm (1 in).
g. Piping to project pipe specification shall be used for larger sizes.
h. Instrument air sub header shall be sized in conformance to Table 1.

Table 1 - Minimum air supply sizes

Number of devices Minimum subheader size

(DN) (NPS)
1 to 6 20 3/4
7 to 14 25 1
15 to 25 40 1 1/2
26 to 50 50 2

i. Each instrument shall have an isolation valve at the air distribution point or manifold.
j. Air supply connections to instruments shall be made with unions or “reusable” tube fittings
and shall be supplied with a shutoff valve ahead of the connection.
k. Air sub-headers shall be installed with a minimum slope of 1 in 25 and drainage shall be
provided at the low points of the headers.
l. Filter regulators will be provided as required for individual air supplies to field mounted
instruments.
m. Air supplies shall be labelled with the tag number of the user at the header end.

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10.4 Fusible loops

a. Equipment requiring fusible plugs and routing of fusible plug loop system tubing will be
defined on project drawings.
b. Fusible plugs shall be installed in conformance to API RP 14C Appendix C Table C-1.
c. Exact fusible plug locations shall be subject to agreement by Company responsible
engineer.
Locations should be reviewed against project design and actual mounting details.
d. Fusible plug tubing shall be supported in tray, except laterals up to 450 mm (18 in) at
fusible plugs may be self-supporting.
e. Tray shall be supported from vessel clips where provided by vessel supplier.
f. For other applications, e.g. wellheads or vessels without clips, fusible plug tubing tray shall
be attached to adjacent structural steel, vessel supports, lifting lugs, platforms, ladder
brackets, etc. using welded on angle, flat plate and tubing clamps and hardware as needed.
g. Piping and other peripherals shall not be used for support.
h. Fusible plugs shall be mounted facing downward to prevent accumulation of fusible
material inside tubing or fittings.
i. Final installed location of plugs shall be 250 mm to 300 mm (10 in to 12 in) from the
surface of the protected equipment.

10.5 Tubing
a. Tubing supplied by Contractor shall be in conformance to GIS 30-251 or GIS 30-252
(version in the Purchase Order applies).
b. Tubing shall not be run in designated high fire risk areas.
c. Tubing shall be:
1. Installed with a minimum number of joints.
2. Free of residual mechanical strain.
3. Located in instrument tray or routed to protect the tubing from mechanical damage,
liquid spills, or corrosive gasses.
d. Deformed or kinked bends shall not be permitted.
e. Thermal expansion bends shall be installed when routing straight runs of tubing.
f. Tubing shall be routed so that it does not interfere with access to or removal of facility
equipment.
g. Tubing shall not be installed where it could provide a convenient foothold or step.
h. Manufacturer approved cutting tools shall be used in conformance to the manufacturer’s
recommendations.
i. Tubing shall be de-burred inside and outside, checking that the tube is round and free from
burrs and distortions prior to installation.
j. Bends shall be used in place of fittings wherever possible.
k. The minimum bending radius shall be in conformance to manufacturer’s requirements.
Typical requirements are 6 times the outside diameter for l2 mm (1/2 in) and smaller
tube and 10 times the outside diameter for multi-tubes.
l. Tubing bends shall be made with correctly sized double roller style benders to avoid
defects introduced to tubing during the bending process.

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m. Instrument tubing routing shall be:

1. Straight.
2. Run vertically or horizontally (except if slopes are required).
3. Neatly arranged. (Tubing shall be ganged vertically rather than horizontally).
4. Securely supported in conformance to 10.8.
n. Tubing runs shall be tagged in conformance to project specification, including the flow
direction.
o. Identification tags shall be SS engraved and affixed with SS wire.
p. Tubing of any length that passes through a wall, bulkhead, or equipment obscuring one end
from the other shall be tagged at each side of the penetration.
q. Tube fittings (connectors, unions, and tees) shall be staggered and offset when making
multiple runs to provide maintenance access and save space.
r. Tubing shall be installed so single lines can be removed, minimising disturbance to other
tubing runs.
s. Tubing should not be run underground.
t. If not avoidable, underground routing shall be encased in a conduit sleeve, and sealed at
both ends. Inspection boxes and vaults shall be used where fittings are located
underground for future inspection and maintenance requirements.

10.6 Tubing fittings

a. Fittings supplied by Contractor shall be in conformance to GIS 30-251 or GIS 30-252
(version in the Purchase Order applies).
b. Fittings shall only be supplied by the designated project supplier.
c. Fittings shall be installed in conformance to manufacturer’s procedure.
d. Fittings shall only be installed by personnel who have:
1. Undergone training by the fitting manufacturer.
2. Maintained this training as required by the manufacturer.
3. Have current documentary evidence of this training.
e. Fittings shall only be used on the range of tube wall thicknesses specified by the
compression fitting manufacturer.
f. The tube end shall be round, undamaged, and have no scoring marks over the length
entering the compression fitting.
g. Fittings that are gaugeable shall be tested for correct installation and tightening.
h. Foreign material shall not be permitted to enter lines before and during installation.
i. Lines shall be blown dry with clean, filtered air before connection to instruments and
equipment.
j. Pipes or tubing which has been installed but not connected shall have the ends closed to
prevent entry of foreign material. For a period of up to one day adhesive tape may be
used. For longer periods, plastic caps or plugs shall be used.
k. Interfaces of dissimilar materials between instrumentation and piping shall be avoided or
managed via provision of insulating flange gaskets or dielectric union isolation kit.
l. In cathodic protection applications where electrical current flowing through a pipe or tube
line needs to be isolated from instrumentation and metering equipment, dielectric tube

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fittings will be specified and shall be installed in conformance to the manufacturer’s

instructions.
m. Following installation of tubing and fittings the following inspection and testing shall be
carried out:
1. Inspection of fittings in conformance to manufacturer’s recommendations.
2. Pressure testing using one of the following, based on system design pressure or
MAWP, whichever is the lesser:
a) Pneumatic to 110%.
b) Hydro test to 150%.
n. Proprietary bubble fluid for locating leaks shall be used.
o. Welding shall be carried out by personnel assessed in conformance to Annex A.
p. An automated orbital welding system shall be used for making tubing butt welds in lieu of
tubing unions. Hand welding shall not be used.

10.7 Tubing valves

a. Instrument tubing valves supplied by Contractor shall be needle, or ball type, twin ferrule
design, in conformance to GIS 30-251 or GIS 30-252 (version in the Purchase Order
applies).
b. Tubing valves shall be supported by a rigid mount to prevent rotation of the valve body
during operation, reducing strain placed on the tubing.

10.8 Tubing supports

a. Tubing runs in excess of 1 m (3 ft) in length shall be routed in trays, on channel, or on
angle to provide support, prevent sagging and to protect from mechanical damage.
b. Multiple runs of tubes shall be fixed to tubing trays for support.
c. Tubing shall be run with minimum changes of direction.
d. Single tubing shall be attached to supports, a minimum of:
1. Every 1 m (3 ft) on vertical runs.
2. Every 1m (3 ft) on horizontal runs.
3. Within 150 mm (6 in) of tangents or changes of direction.
4. More frequently in compliance with regulatory requirements.
e. Trays shall be installed in a vertical plane.
f. For Class 1500 and above, using compression fittings, tubing shall be mechanically
secured so that the tubing cannot blow out of the fitting body in the event of a fitting to
tubing failure.
g. Free-hanging unsupported tubing shall not be permitted except as required by 10.9b.
h. Tubing shall be supported within 150 mm (6 in) of:
1. Entering and departing tangents of a vertical change in direction.
2. Instruments.
i. Tubing shall not be supported from handrails.
j. Tubing tray, channel, angle, and mounting brackets shall be of corrosion resistant material.
Any material that is cut or drilled shall have the exposed surfaces protected with a cold
galvanising coating

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k. Proprietary clamps shall be used to secure tubing.

l. Tube clamps used on SS materials shall be of a type to prevent chloride induced corrosion
problems previously experienced with enclosed type clamps.
m. Clamps shall enable quick assembly to perforated trays without damage to tube surfaces
and with the ability to double stack tubes.
n. Metal on metal clamps used for the installation, support and routing of tubing shall be
avoided.
o. Installation, support and routing of tubing shall account for thermal expansion and tubing
load.
p. Hydraulic hoses run along tray for more than 5 m (16 ft) shall be secured to avoid any
movement.

10.9 Pulsating or high vibration service

a. Accessories, filter regulators, valves, etc., shall be supported by a rigid mount to reduce
vibration induced problems.
b. Movement shall be absorbed by additional tubing length and bends between the pipe
tubing interface and first support or at the final instrument connection.
However, unsupported tubing may cause resonant movement and excessive loading
on fittings leading to premature tubing failures.
c. If severe vibration is expected, the hook up may define a particular tubing arrangement
which shall be installed exactly as defined in project drawings.
d. If ferruled tubing fittings or welded tubes are used in pulsating or high vibration service,
offsets or sufficient lengths and bends in lieu of straight runs of tubing shall be
implemented.
Correctly welded fittings provide increased protection against leakage in critical
severe service applications.

11 Earthing (grounding) and bonding

11.1 General
a. Earthing (grounding) and bonding associated with instrumentation systems shall be
installed.
b. Reference shall be made to project documentation with regard to earthing (grounding) and
bonding methods and requirements, in particular the instrument earthing (grounding)
philosophy diagrams.

11.2 Equipotential bonding and earthing (grounding)

a. Instrumentation equipment attached to steelwork not welded to the structure shall be earth
(ground) bonded by the Contractor to the nearest main or secondary structural steel.
b. Earth (ground) connections shall be visible and accessible from operational area or
platform.
c. If the enclosure does not have an earth (ground) point fitted, the earth (ground) cable shall
be taken to the closest earth (ground) point.
d. Earthing (grounded) points, including bolted connections to steelwork, shall be protected
against corrosion after completion by the application of anti-corrosive paste supplied by
Contractor.

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e. Protection against vibration shall be provided, for example by heavy duty single coil spring
washers.
f. Instrument, fire and gas, and communications devices having metal non-current carrying
enclosures and mounted within non-conducting panel framework shall be electrically
bonded to an earth (ground) stud, which in turn shall be connected to earth (ground) in
conformance to the project drawings.
g. Earth (ground) connections shall be dedicated for this purpose and made utilising devices
and materials in conformance to requirements specified in project drawings and the codes
and standards referenced therein.
h. Cover screws and mounting bolts shall not be used as earth (ground) connections.
i. The earthing (grounding) system shall be installed in conformance to the project drawings.
j. Earthing (grounding) for intrinsically safe circuits shall be in conformance to
IEC 60079-14.
k. Wire and cable used to make earth (ground) connections shall be:
1. Single core.
2. At least 6 mm² (10 AWG) stranded tinned copper conductor.
3. Sheathed green/yellow.
4. Sized to suit earth (ground) fault load if required.
l. Instrument, fire and gas, and communications equipment mounted in a non-conducting
panel framework shall be electrically bonded to the nearest protective earth (ground)
connection.

11.3 Cabling

11.3.1 General
a. Cables shall have their metal armour connected to earth (ground) at both ends, unless
specified otherwise on the project drawings.
b. Cables shall be checked for roundness before installing glands.
c. If the Contractor is responsible for sizing earthing (grounding) cables, they shall be in
conformance to the IEE recommendations applicable to the installation.
d. Spare cores of multi-core or multi-pair electrical and instrumentation cables shall be
terminated into spare terminals and collectively earthed (grounded) within the termination
enclosure in conformance to project drawings.
e. Spare cores or pairs shall be marked in conformance to project drawings.
f. Glands shall be installed in conformance to manufacturer’s instructions by personnel
trained in the procedure.

11.3.2 Screened cables

a. Screens shall be continuous and isolated from any earth (ground) between the field device
and control equipment.
b. Screens shall be earthed (grounded) in conformance to project design drawings.
Screens shall normally be earthed (grounded) at the control room equipment end
only.
c. Cables terminated at junction boxes shall have insulating sleeves to maintain the screen
isolation.

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d. Cable screens shall be sleeved and terminated on an isolated terminal in the instrument or
other device.
e. If a terminal is not available, a 70 mm (3 in) tail shall be sleeved, coiled and insulated for
testing purposes.
f. Cable screens shall be sleeved green/yellow, insulating tape shall not be permitted.
g. Screens and armouring shall be insulated from each other as defined on project drawings.
h. Screens in IS cables shall be connected to the IS earth (ground) bar in conformance to the
requirements of project drawings.
i. Screens in NIS cables shall be connected to the clean earth (ground) bar in conformance to
the requirements of project drawings.
j. Screens in cables to grounded junction type temperature measurement devices shall be
earthed (grounded) at the element end.
k. Glands screwed into an Ex d enclosure with removable gland plates that are not bolted to
the enclosure using captive nuts shall be fitted with external earth (ground) tags.
l. Glands for Ex e and Ex i certified equipment screwed into:
1. A metal enclosure with unpainted gland plates and clearance hole entries shall have
internal lock nuts and a serrated shake proof washer fitted.
2. A metal enclosure with painted gland plates and clearance holes entries shall have
internal lock nuts and a serrated shake proof washer. The serrated shake proof washer
shall be of a design to cut into the painted surface and electrically bond with the base
metal.
3. Non metallic enclosures that are not fitted with internal continuity plates connected to
an earth (ground) point shall be fitted with external earth (ground) tags, internal lock
nuts and a serrated shake proof washer fitted.
m. If the material of the gland plate cannot be identified, glands shall have external earth
(ground) tags fitted.
n. If fitted, earth (ground) tags shall be "daisy-chained" together with a minimum 6 mm²
(10 AWG) earth (ground) cable and then connected to an internal earth (ground) point on
the enclosure.
Tapped holes in one-piece flameproof Ex d certified enclosures do not require a
serrated shake proof washer or earth (ground) tag, there being five contactable
threads by definition.
An Ex d enclosure with removable gland plates that are bolted to the enclosure
using captive nuts do not require earth (ground) tags.
Tapped holes in a metal enclosure with painted or unpainted gland plates that have
at least three threads in contact with the gland thread do not require earth (ground)
tags, however an internal lock nut shall be fitted.
Non metallic enclosures fitted with internal continuity plates connected to an earth
(ground) point do not require earth (ground) tags, but shall have internal lock nuts
and a serrated shake proof washer fitted.

11.4 Cable racks and cable tray

a. Electrical continuity shall be maintained:
1. At splices between sections of cable ladder rack or tray by the use of splice plates.
2. Between all cable support systems and primary steel.

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b. Continuity shall be demonstrated by conductor readings.

c. If continuity is not achieved, bonding conductors shall be installed.

12 Equipment identification and labelling

12.1 General
a. Contractor shall ensure that:
1. Equipment and materials are labelled in conformance to project documents.
2. Labels are protected during any local surface preparation work and painting.
b. Both equipment and the equipment location shall be labelled so that when equipment is
removed for testing or calibration its location remains identified.
c. Instrument identification tags shall be SS. Engraving or die stamp shall include the
instrument tag number in numerals at least 3 mm (1/8 in) high.
d. If SS screws or bolts are not available, tags shall be affixed using SS rivets.
e. If rivets, screws or bolts are not available, then identification tags for field instruments
shall be attached with SS wire at least 0,75 mm2 (AWG 18) diameter.
f. Fixings for labels shall not reduce the IP rating of equipment by, for example, junction
boxes fitted with “top hat” brackets.
g. Labels shall be manufactured with materials ensuring long service within aggressive
environments.
h. Abbreviations shall be standardised and consistent for all titles as specified in the project
specifications.
i. Plastic markers will be permitted on cables unless otherwise defined in project documents.

12.2 Company and supplier labels.

a. If labels are supplied with equipment, Contractor shall ensure that labels are securely
attached at all times.
b. If labels are supplied loose for site fitting, Contractor shall ensure that labels are securely
attached to the correct item of equipment in conformance to the requirements of project
drawings.

12.3 Contractor supplied labels

a. Contractor shall supply and fit all other labels including equipment and instrument location
labels.
b. Equipment supplied by the Contractor shall be labelled in conformance to project
documents.
c. Labels shall be securely fixed without affecting the certification of the equipment.
d. Nucleonic installations shall be marked with radiation signs and posted warnings in
compliance with local regulatory requirements.
e. Plastic sandwich type labels shall be permanently attached to the equipment support or
local steelwork adjacent to instruments, fire and gas devices and field located
communications equipment.
f. Equipment locations shall be identified with plastic sandwich type labels permanently
attached and engraved with:
1. Equipment tag number.

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2. Service description.
3. Warnings of live terminals.
4. Requirement for remote isolation.
5. Service voltage (power outlets only).
6. Equipment certification details.
g. Plastic sandwich type labels shall be manufactured as follows:-
1. Labels for normal NIS services shall be plastic sandwich type white-black-white.
2. Labels for emergency and shutdown NIS services shall be plastic sandwich type
white-red-white.
3. Labels for IS services shall be plastic sandwich type blue-white-blue.
4. Labels for emergency and shutdown IS services shall be plastic sandwich type blue-
red-blue.
5. Warning labels shall be plastic sandwich type yellow-black-yellow.
h. Minimum height of lettering and numbering on labels shall be 5 mm (0,2 in).

13 Receiving and storage of instruments and equipment on site

13.1 General
a. Contractor shall be responsible for:
1. Taking delivery of "free issue" and "Company supplied" equipment and materials
2. Secure storage of all items in environmentally controlled, vibration free conditions in
conformance to Contractor's procedure.
3. Continuous stores monitoring and reporting equipment and material usage.
4. Advising Company of any anticipated shortages to avert delays.
b. Upon receipt, instruments shall be checked for:
1. Conformance to Purchase Order specifications.
2. Correct tagging.
3. Shipping damage.
4. Relevant documentation (installation and handling instructions).
c. After inspection, instruments shall be:
1. Replaced in their original factory boxes.
2. Correctly tagged.
3. Stored on shelves in a dry, enclosed area.
d. Prior to installation, instruments shall be stored in a protected and secure environment to
prevent ingress of moisture.
e. Integrity of sealed protective covers shall be maintained during storage.
f. Installed instruments shall be covered using polyethylene throughout construction
activities, except during actual work on the instrument.
g. Coverings shall be kept in place and integrity of protection maintained until final
commissioning in order to protect the device from environmental factors.

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h. If equipment items require special treatment during storage, shipment and installation,
Contractor shall follow the specific manufacturer’s instructions.
i. After installation, vulnerable electrical, instrument, fire and gas, and communications
equipment shall be provided with temporary mechanical protection in order to avoid
damage to them during construction and activities prior to the commencement of
precommissioning and commissioning activities.

13.2 Instruments
a. Electronic instruments shall be stored in a dust-free room between 8°C and 45°C (45°F and
110°F) or in conformance to manufacturer’s procedure if more onerous.
b. Pneumatic instruments shall be stored in a dry area, protected from the elements.
c. Instruments shall be sealed and stored in plastic wrap, placed in a box with desiccant bags
outside the plastic wrapping, and stored indoors.
The desiccant bags should not contact any wiring, terminals, or electronic parts.
d. Heating and air conditioning shall be provided where required.
e. Rotating equipment shall be periodically rotated in conformance to manufacturer’s
instructions to prevent bearing damage.
f. Lifting or slinging of equipment shall be done using only manufacturer’s prescribed lifting
methods.
g. Supply and application of consumables (purging gas, dry air, nitrogen) required for the
correct storage and handling of equipment under the care of Contractor shall be the
responsibility of Contractor.
h. Desiccant bags shall be placed inside equipment enclosures during storage.
i. Pneumatic and electrical openings shall be weatherproofed using protective plastic port
plugs if storing instruments prior to and during installation.
j. Dial thermometers, pressure gauges, and gauge glasses shall be protected against physical
damage from construction activities.
k. Devices may require removal and storage in a dry, enclosed area for protection. In that
case, process connections shall be capped or plugged with metal or plastic caps or plugs
until the instruments are installed.

13.3 Panels
a. If labelling is not visible, packaging shall only be opened just enough for identification,
then resealed.
b. Desiccant bags shall be placed inside the packaging before resealing.
c. Panels shall be placed in a dry, enclosed or protected area with temperature between 8°C
and 45°C (45°F and 110°F) unless project documentation specifies otherwise.
d. Panels with internal heaters shall be energised during storage.

13.4 Tubing
a. Storage of tubing and fittings for the project shall be managed to avoid any danger of
mixing fittings or tube of the wrong size or type.
b. Only fittings and tubing in conformance to project requirements e.g. size, wall thickness,
customary or metric, manufacturer, shall be held in store.
c. Tubing packages shall be segregated and clearly marked by material, size and wall
thickness.

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d. Tube that is deformed, scratched, scored or otherwise marked shall not be used.
These are safety critical requirements. It is crucial that only the correct fittings and
tubing are available. Mixing of fittings and sizing can be dangerous. To avoid
confusion, if tubing of different wall thicknesses are specified, consider only using
the higher rating tubing.

13.5 Items delivered with equipment

a. Documentation and other items delivered with equipment shall be retained and stored.
b. Documents shall be filed by tag number or equipment number where applicable.
c. Documents for bulk items shall be filed by supplier purchase order number.
d. Documents may include:
1. Hazardous area certificates.
2. Calibration certificates.
3. Instruction manuals.
e. Other items shall be identified by tag number or equipment number where applicable or
purchase order number for items associated with bulks.
f. Items shall be stored with associated equipment.
g. These items may include:
1. Installation tools.
2. Spare parts.

13.6 Chemical safety data sheets

a. Chemicals received at Company facilities shall have a MSDS.
b. At time of shipping, MSDS shall be provided for chemicals shipped with instrumentation.
c. Equipment or materials that contain or are coated with any of the following shall be
prominently tagged at openings to indicate nature of contents and precautions for shipping,
storage, and handling:
1. Insulating oils.
2. Corrosion inhibitors.
3. Antifreeze solutions.
4. Desiccants.
5. Chemical substances.
6. Hydrocarbon substances.
d. Before shipment, a current MSDS shall be forwarded to Company for each substance
shipped in or with equipment that may be locally regulated.
e. Copies shall be affixed in protective envelopes to the outside of the shipment.
f. Hazardous MSDS shall comply with local regulations and shall include a statement that the
substance is considered hazardous.

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14 Quality management

The quality management system shall conform to ISO 9001, API Specification Q1, or other agreed
internationally recognised standard to ensure that the products and services provided conform to the
requirements for supplier quality identified in the Purchase Order.

15 Inspection, test, and certification

15.1 Inspection and test plan

a. Prior to the start of installation, an ITP shall be submitted for approval by Company
responsible engineer.
Approval is given providing that the ITP meets the surveillance requirements
determined by the criticality rating established by the criticality assessment.
b. The ITP shall include inspection and testing activities to be performed, including those at
sub-suppliers’ works and shall make reference to all testing procedures, control documents,
and resulting records and reports.

15.2 Inspection access

a. Company and the Company appointed representative shall at all times have access to the
workshops and testing facilities, including workshops of sub-suppliers engaged in
supplying material or in fabricating the equipment for the purpose of inspecting the
purchased equipment.
b. Company and the Company appointed representative shall be granted permission to
photograph the equipment in the scope of the Purchase Order during manufacturing,
assembly and test.

15.3 Instrument installation inspection

15.3.1 Scope
a. The site inspection covers the mechanical completion checks that shall be carried out on
the installed equipment before it is put into service.
b. Contractor shall be aware that the mechanical completion checks are to establish that the
installation work has been carried out correctly to establish that the equipment is in a ready
to energise condition.
c. All checks shall be carried out in conformance to Company approved Contractor
procedures.
d. Contractor shall rectify any faults.

15.3.2 Safety
Competent and qualified staff shall be provided by Contractor to operate the permit to work
system.

15.3.3 Test equipment

a. Test equipment shall be provided with current certification and traceability documentation.
b. Validity of test equipment shall be checked before being used for any tests.
c. Contractor shall maintain validity of test equipment and associated records.
d. Company shall have the right to verify the accuracy of any test equipment at any time.

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15.3.4 General
a. Prior to any testing, inspection or mechanical completion certification, Contractor shall
submit the following for Company approval:
1. Procedures, complete with sample recording methods.
2. Qualifications and CV for personnel proposed for inspection activities.
b. Procedures shall fully describe:
1. Method to be employed for inspection of each type of equipment.
2. Record sheets to be used.
3. Maximum and minimum test values to be employed.
c. Accurate records shall be:
1. Kept of all checks.
2. Retained by Contractor.
3. Handed to Company upon completion as a comprehensive mechanical completion
document.
d. Equipment required for any tests and mechanical completion activities shall be provided,
unless otherwise specified in the Purchase Order, including:
1. Appliances.
2. Instruments.
3. Labour.
4. Fuel.
e. Current certificates for all test equipment to be used shall be provided.
f. If specifically required, manufacturer’s representatives will be available for supervisory
guidance for the testing of major items of equipment. This shall not relieve Contractor
from responsibility for providing competent and qualified personnel.

15.3.5 Instrument installation checks

a. It is not the intention to verify the calibration of the instruments.
b. Instruments will be factory calibrated and supplied with a calibration certificate.
c. Installation inspection for instruments and associated components (including junction
boxes, control valves, relief valves, and meters) includes checks for the following, as
applicable:
These checks are necessary to verify that instruments have been installed properly
and that nothing in either the installation or manner of installation will inhibit
manufacturer guaranteed performance or jeopardise the safety of personnel.
1. Identification tags shall be checked as follows:
a) Conform to instrument data sheets.
b) Properly engraved.
c) Properly attached.
d) Identify each device.
2. Missing or damaged tags shall be replaced.
3. Engraved nameplates have been provided and correctly installed.

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4. Location of the instrument tagged.

5. Location, material, and orientation conform to manufacturer’s recommendations and
installation design drawings.
6. Shipping and transportation materials removed.
7. Instrument and system configuration is correct.
8. Access for observing, adjusting, setting, and calibrating does not require climbing
over, under, or through equipment and piping.
This ensures clearance for maintenance and removal of the instrument (including
control valves, inline elements, and elements internal to process vessels).
9. Piping connections have been made, and piping and valving conforms to
manufacturer’s recommendations and installation design drawings.
10. Capability to rod out instrument piping has been provided, if required.
11. Sloping of instrument piping and tubing is correct direction and gradient.
12. Instruments are supported in conformance to specified requirements and no excessive
strain is placed on connected tubing.
13. Electrical equipment is certified for the process area in which it is being used, as
specified on project drawing. Manufacturer nameplates or stickers shall indicate that
the instruments or systems are listed or approved for use in the specified electrical
area classification.
14. Case bolts, stem clamps, yoke lockouts, and travel indicators are tight and packing
gland bolts are torqued in conformance to manufacturer’s instructions.
15. Low-temperature thread sealants have not been used in high temperature applications.
16. High point vents and drains have been provided and are capped.
17. Air vents and exhaust ports have bug screens installed.
18. No physical damage, including paint damage or cracked glass, has occurred to the
equipment.
19. Unused instrument and electrical equipment are plugged with proper plugs.
20. For instruments and tubing that require heat tracing, installation inspection shall be to
project drawings and the following:
a) Verification of coverage, arrangement, and accessibility, where Contractor is
responsible for design.
b) Continuity testing of the heat tracing installation.
c) Heat limiting arrangement to prevent boiling in impulse lines and accelerated
corrosion.
21. Inspection of equipment and materials shall include:
a) Cleanliness of the equipment.
b) Correct installation of special instruments to manufacturer’s instructions.
c) Correctness of equipment component parts to “approved for construction”
drawings.
d) Correct equipment degree of protection, particularly with regard to cable gland
entries.
e) Configuration, alignment and tightness of fixing and holding down bolts.

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f) Earth (ground) bonding of equipment.

g) Mechanical and electrical interlocks, door and isolating handle interlocks, key
interlocks, etc.
h) Padlocking facilities.
i) Correctly fitted guards and protective covers.
j) Correctness of circuit details with interconnection diagrams.
k) Tube fitting gauging for correct tightness.
22. Inspection of hazardous area equipment shall be performed by a COMPEX or
equivalent trained person in conformance to IEC 60079-17.
23. As each instrument is checked, a record shall be completed. These records shall
include the following information, where applicable:
a) Complete listing of any calibration test equipment being used and acceptable
tolerances.
b) Record of test equipment calibration checks that have been performed.
c) Readout or output values from the calibration.
d) Deficiencies noticed.

15.3.6 Piping and tubing

15.3.6.1 General
a. Piping and tubing shall be inspected for proper support in conformance to specified
requirements.
b. A mounting inspection test should be carried out for Coriolis metering installations:
1. Test consists of unbolting one set of Coriolis meter flanges along with the piping
support fasteners on either side of the Coriolis meter
2. If a shift is seen in the alignment between the unbolted Coriolis meter’s flange and
piping flange, it is not acceptable and Contractor shall liaise, in agreement with
Company responsible engineer, to rectify the installation.
c. Tubing connections shall be tight and in conformance to manufacturer’s specifications.
d. Tubing connectors (nuts, ferrules, and fittings) shall be from the same manufacturer and of
the same type.
e. Inside diameter of tubing and piping shall be verified.
Small amounts of dirt or cutting debris may affect hydraulic piping or tubing flow.
Also, tubing inside diameter is often reduced after cutting.
f. Evidence of leak testing shall be reviewed.
g. Field mounted electrical instruments using conduit shall have seals installed with sealant as
specified.

15.3.6.2 Tubing compression fittings

a. For instrument tubing runs, compression fittings shall be inspected by one of the following
methods:
1. Manufacturer go or no-go inspection gauges.
2. Disassembly, whereby the fitting is disconnected after makeup, inspected, and made
up again.

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a) At least 10% of the fittings in process service (primary tubing runs) shall be
disassembled for inspection.
b) For each improperly made up fitting, an additional two fittings shall be inspected
by disassembly.
b. Inspection criteria for tubing compression fittings shall include:
1. Cleanliness.
2. Burrs or deep longitudinal scratches.
3. Tube ends square.
4. Galling of the ferrule or fitting seat.
5. Tubing is out of round from bends being located too close to the fitting.
6. Tube bottoms in fitting body.
7. Ferrule adequately biting the tube and back from the tube end.
8. Ferrule(s) fitted correct way round.

15.3.6.3 Impulse tubing

a. After disconnecting the instrument and with the process isolation valve closed, maximising
the tested joints, impulse lines shall be leak tested at 1,1 times the design pressure of the
associated piping system with clean, dry, oil free air, or industrial nitrogen.
b. The pressure shall be maintained for 20 minutes and any leakage detected by means of
proprietary leak detection fluid.

15.3.6.4 Hydraulic tubing

a. Pressure testing using approved hydraulic fluid shall be performed at 1,5 times design
pressure for 20 minutes.
b. Tubing shall be flushed and cleaned in conformance to ISO 4406, class 17/15/12 prior to
connection to hydraulic panels or devices.
c. Once cleanliness has been achieved and accepted, connections shall be made to the
hydraulic system and labelled as "complete not to be disconnected".

15.3.6.5 Analytical sample lines

a. Sampling lines for online process analysers shall be pressure tested, flushed and cleaned to
the same standard as the associated process line.
b. On acceptance of test and cleanliness, connections shall be made, tubing blown dry, and
labelled as "complete not to be disconnected".

15.3.6.6 Instrument air sub header, manifold branch lines, and pneumatic signal lines
a. A leak test shall be carried out by charging with clean, dry, oil free air, or industrial
nitrogen to a pressure of 1 bar (15 psi) above the operating pressure (with individual users
capped at consumer end).
b. The pressure shall be maintained for 10 minutes and any leakage detected by means of
proprietary leak detection fluid.

15.3.7 Wire and cable

a. Cables shall be tested on the drum no more than 24 hours prior to the first pull, with results
recorded for:

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1. Insulation between each conductor.

2. Insulation between each conductor and the conductor screen.
3. Insulation between each conductor and cable armour.
4. Insulation between each conductor screen and cable armour.
b. A calibrated insulation tester shall be used, rated for the maximum rated voltage of the
cable.
c. On completion of circuits but prior to power up, gland bodies shall be tested for continuity
to earth (ground) and fittings shall be visually inspected to ensure cores are correctly
terminated.
d. Earth (ground) loop impedance tests shall be carried out from the control or equipment
room marshalling, to the last device (conductors only). Field devices shall be disconnected
for the test.
e. Field wiring shall be inspected at each end to project drawings including the following:
1. Instrument cable routing conforms to project installation design drawings.
2. Cable is supported and fixed correctly.
3. Confirm wire and cable labelling is correct.
4. Verify wire size and type, including extension wire.
5. Check for proper circuit isolation at junction boxes and terminations.
6. Low voltage signals shall be isolated from power.
7. IS circuits have barriers and isolation.
8. Screen connections
9. Verify wiring terminals are the correct type and wiring has been dressed-out to allow
access to terminations.
10. Point to point continuity checks.
f. Electrical gland connections shall be tight and no electrical tape added as filler.
g. Earth (ground) path resistance, conductivity tests, and earth (ground) loop impedance tests
shall be carried out in conformance to project mechanical completion procedures
(resistance and conductivity tests) and project commissioning completions procedures
(impedance tests).
h. Main earth (ground) connections for racks, panels and main earth (ground) bars shall be
tested for continuity to earth (ground). Maximum resistance to earth (ground) shall be
1,0 Ohm.

15.3.8 Control valves

a. Control valves and regulators shall be checked to ensure that installation orientation agrees
with process flow direction.
b. Lubricators and isolating valves shall be checked for proper installation.
c. Valve plugs and shaft orientation on rotary valves shall be checked.
d. Control valves, regulators, and accessories shall be checked against nameplate data and
instrument data sheets.
e. Pressure regulator nameplate set pressure value shall be checked against manufacturer
specification data.
f. Throttling butterfly valves shall be checked for a mark to indicate vane position.

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Specification for Contractor Instrumentation Installation Requirements

g. Valve visual inspection and checks shall include the following:

1. Verify that internal moving parts of valve actuators are correctly lubricated (where
applicable) to ensure safe operation.
2. Visually inspect facility piping systems and valve internals for damage and verify the
correct installation of internals.
3. Verify that valves are in the correct fail open or fail closed operating mode.
4. Stems inspected for burrs or paint, which shall be removed if present.
h. If required, valves shall be lubricated in conformance to manufacturer’s instructions.

15.3.9 Temperature instruments

a. Thermocouple systems shall be checked for:
1. Type.
2. Polarity.
3. Double reversals.
4. Proper point identification.
5. Proper burnout indication.
b. For thermocouple elements, the following shall be verified:
1. Element type as specified (for example, E, K, R).
2. Junction type correct i.e. earthed (grounded) or unearthed (ungrounded).
c. RTD transmitters and receivers shall be checked to ensure that RTD material matches data
sheets.
d. Thermowells shall be checked to verify that they conform to data sheets including:
1. Material.
2. Flange rating.
3. Insertion length.

15.3.10 Flow instruments

a. Correct flow direction shall be verified.
b. For differential pressure type flow instruments, the primary instrument piping connections
shall be verified at both the element connection and differential pressure instrument
connections.
c. Correct orientation of high side versus low side shall be verified.
d. Lines containing inline flow elements shall be cleaned and flushed before installation of
the flow element.
e. Variable area meters shall be checked to ensure:
1. Installation is vertical.
2. Shipping stops removed and floats inserted.
f. The following meters shall be checked for free operation of internal parts:
1. Variable area meters.
2. Turbine meters.
3. Positive displacement meters.

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Specification for Contractor Instrumentation Installation Requirements

g. The following shall be checked for dimension and material conformance to manufacturer
and project specifications:
1. Flow orifice meter runs.
2. Venturi tubes.
3. Flow nozzles.
h. For orifice plates, bore shall be measured before installation for the following:
1. Bore conforms to data sheet.
2. Bore within tolerances shown in Table 2.

Table 2 - Tolerances for orifice diameters

Orifice diameter Tolerance (+/-)

mm in mm (per mm of in (per inch of
diameter) diameter)
6 0,250 0,0075 0,0003
9,5 0,375 0,01 0,0004
12 0,500 0,0125 0,0005
25 1,0 0,0125 0,0005
25+ 1,0+ 0,0125 0,0005

i. Results shall be recorded on certification documentation.

j. Orifice plates shall be visually checked for an upstream sharp edge.
k. Orifice plates shall be installed after flushing and cleaning operations are complete.
l. Orifice plate installation shall be checked to ensure that orifice plate is correctly aligned.

15.3.11 Level instruments

a. Following shall be checked for proper installation in conformance to project documents:
1. Gauge glasses.
2. Gauge cocks.
3. Illuminators.
4. Ball checks.
5. Heat tracing.
6. Other accessories.
b. External float and displacer type level instruments shall be checked as follows:
1. The operation checked mechanically by raising and lowering the displacer with water.
2. The cage checked to ensure it is vertical.

15.3.12 Pressure instruments

Pressure instruments installation shall be inspected to confirm conformance to project
documents.

16 Packing, preservation, marking, and shipping

If applicable, preparation of equipment for transportation shall conform to the packing, marking, and
shipping instructions or other documents identified in the Purchase Order.

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Specification for Contractor Instrumentation Installation Requirements

17 Deliverables

a. Technical data, registers, documents, and drawings that together define the scope of the
Purchase Order shall conform to the requirements for supplier information identified in the
Purchase Order.
b. “As Built” documents shall be provided, based on the “AFC” drawings included in the
design package supplemented by additional drawings if these are required to convey the
status of the project.
c. If these additional drawings are of the physical installation, they shall be drawn at the same
scale and use the same symbols and format as the design package.

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Specification for Contractor Instrumentation Installation Requirements

Annex A
(Normative)
Welding qualification

A.1 Demonstration of competence

a. Contractors undertaking welding of instrument impulse tubing shall demonstrate

conformance to ISO 9001.
b. Contractor shall demonstrate that:
1. Their welding quality requirements and systems meet the guideline principles of
ISO 3834-1.
2. Control of their operations involving welding is in conformance to the principles of
ISO 3834-1 and the detailed “comprehensive quality” requirements of ISO 3834-2.

A.2 Contractor certification

a. Contractors shall be certified by an accredited independent third party as meeting the

requirements of ISO 3834 or similar standards. The certification is awarded on completion
of a technical audit to the satisfaction of an accredited independent audit authority.
b. The certificate issued by the independent third party shall be valid at the date of review by
Company and shall have at least 6 months remaining validity before expiry.
c. Contractor may also be required to demonstrate that arrangements are in place for the next
review by the third-party in order that certification is continuous.

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Bibliography

BP
[1] GP 12-15, Wire and Cable (3 December 2003).

[2] GP 12-75, Cable Trays and Raceways (12 December 2003)

[3] GP 30-01, Temperature Instruments (27 May 2013).

[4] GP 30-05, Pressure Instruments (07 May 2013).

[5] GP 30-10, Non-Fiscal Flow Instruments (Class 2 & 3) (29 April 2013).

[6] GP 30-15, Level Instruments (06 September 2012).

[7] GP 30-25, Field Instruments - General (30 September 2012).

[8] GP 30-35, Control Valves, Choke Valves, and Pressure Regulators (18 June 2013).

At the date of publication, this Specification conforms to the ETPs listed below and
any approved deviations from these ETPs:
• GP 12-15, Wire and Cable (3 December 2003).
• GP 12-75, Cable Trays and Raceways (12 December 2003)
• GP 30-01, Temperature Instruments (27 May 2013).
• GP 30-05, Pressure Instruments (07 May 2013).
• GP 30-10, Non-Fiscal Flow Instruments (Class 2 & 3) (29 April 2013).
• GP 30-15, Level Instruments (06 September 2012).
• GP 30-25, Field Instruments - General (30 September 2012).
• GP 30-35, Control Valves, Choke Valves, and Pressure Regulators (18 June
2013).

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