December 1999
Process Industry Practices
Process Control
PIP PCDPS01D
Packaged Equipment Instrumentation
Documentation Requirements Data Sheet
PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES
In an effort to minimize the cost of process industry facilities, this Practice has
been prepared from the technical requirements in the existing standards of major
industrial users, contractors, or standards organizations. By harmonizing these technical
requirements into a single set of Practices, administrative, application, and engineering
costs to both the purchaser and the manufacturer should be reduced. While this Practice
is expected to incorporate the majority of requirements of most users, individual
applications may involve requirements that will be appended to and take precedence over
this Practice. Determinations concerning fitness for purpose and particular matters or
application of the Practice to particular project or engineering situations should not be
made solely on information contained in these materials. The use of trade names from
time to time should not be viewed as an expression of preference but rather recognized as
normal usage in the trade. Other brands having the same specifications are equally
correct and may be substituted for those named. All Practices or guidelines are intended
to be consistent with applicable laws and regulations including OSHA requirements. To
the extent these Practices or guidelines should conflict with OSHA or other applicable
laws or regulations, such laws or regulations must be followed. Consult an appropriate
professional before applying or acting on any material contained in or suggested by the
Practice.
© Process Industry Practices (PIP), Construction Industry Institute, The
University of Texas at Austin, 3208 Red River Street, Suite 300, Austin,
Texas 78705. PIP member companies and subscribers may copy this Practice
for their internal use.
Not printed with State funds
PIP PCDPS01D
December 1999 Packaged Equipment Instrumentation Documentation Requirements Data Sheet
PCDPS01D
Packaged Equipment Instrumentation
Documentation Requirements Data Sheet December 1999
Tag No:
Req./Inq. No:
P.O. No.:
Rev: By: Date:
Document Type Legend: Time Legend: (Weeks)
X = Original S = Shotdown (Reduced copy) A = After contract award D = Weekly
P = Print E = Electronic media (Disk, tape, etc.) B = Before work starts E = Shipment
R = Reproducible N/A = Not Applicable C = After work complete
With Approval Certified As-Built
Quote Copies Copies Copies
DOCUMENTATION
No. No. No. No.
Type Type Time Type Time Type Time
1. GENERAL
2. Statement of compliance
3. List of non-compliant items
4. List of exceptions to specification
5. Control system philosophy narrative
6. Equipment protection philosophy narrative
7. INSTRUMENTATION, LOGIC, EQUIPMENT
PROTECTION AND SAFETY SYSTEMS
ACCEPTANCE TESTING PROCEDURES/REPORTS
8. Factory Acceptance Test (FAT) procedures
9. Site Acceptance Test (SAT) procedures
10. Material inspection and testing procedures
11. Material test reports
12. Acceptance test reports
13.
14. INSTRUMENTATION
15. Instrument Index
16. Alarm and Shutdown Setpoint List
17. Completed instrument data sheets
18. Manufacturers outline drawings
19. Installation details for shipped loose instruments
20. General arrangement (plan and elevation drawings)
21. Loop diagrams (pneumatic, hydraulic & electronic)
22. Logic diagrams
23. Program listing for programmable devices
24. Piping and Instrument Diagrams (P&ID)
Process Industry Practices Page 1 of 3
PIP PCDPS01D
Packaged Equipment Instrumentation Documentation Requirements Data Sheet December 1999
PCDPS01D
Packaged Equipment Instrumentation
Documentation Requirements Data Sheet December 1999
With Approval Certified As-Built
Quote Copies Copies Copies
DOCUMENTATION
No. No. Time No. Time No. Time
Type Type Type Type
INSTRUMENTATION (continued)
25. Process sample extraction conditioning systems and
installation details
26. Sample line takeoff and return line routing
27. Analyzer house documentation(layout, dimensional,
civil information)
28. INSTRUMENT ELECTRICAL
29. Electrical area classification certificate
30. Junction Box (JB) locations with tag id
31. JB outline dimensions with conduit entrances
32. JB terminal board layout and wiring diagram
33. Grounding system design
34.
35. CONTROL PANEL
36. Control panel assembly drawing
37. Layout drawing
38. Internal wiring diagram
39. Internal pneumatic circuits diagram
40. Power tie-in points, distribution and grounding
requirements drawing
41. SAFETY INSTRUMENTED SYSTEMS
42. Shutdown and interlock equipment protection logic
drawings
43. Shutdown and interlock equipment protection wiring
diagrams
44.
45. CONTROL SYSTEM CALCULATIONS
46. Fast control loops response times
47. Analyzer system response time (analyzer response
time + sample system lag time)
48. Sample system flow and pressure drop
49. Analyzer building HVAC loads
50. Where building purging is approved, the Analyzer
building purge air changes rate and velocity
51. Utility consumption(Power, Instrument Air, other)
52. Sizing of flow measuring devices
Page 2 of 3 Process Industry Practices
PIP PCDPS01D
December 1999 Packaged Equipment Instrumentation Documentation Requirements Data Sheet
PCDPS01D
Packaged Equipment Instrumentation
Documentation Requirements Data Sheet December 1999
With Approval Certified As-Built
Quote Copies Copies Copies
DOCUMENTATION
No. No. Time No. Time No. Time
Type Type Type Type
CONTROL SYSTEM CALCULATONS (continued)
53. Thermowell frequency response limits
54. Sizing of control valves and actuators
55. Sizing of pressure relief devices
56. Control valve noise level
57.
58. MISCELLANEOUS
59. List of special tools including software required for
maintenance or calibration
60. List of recommended spare parts for start-up and
commissioning
61. List of recommended spare parts for one year
operation
62. Maintenance and operating manuals including
manufacturer’s catalog cut-sheets
63. Documentation index
64.
65. SHIPMENT
66. List of shipped loose items
67. One complete set of maintenance and operating
manuals shipped with equipment package
68. Record of discrepancies allowed by owner to permit
shipment of packaged equipment
69. Procedure for correction of listed discrepancies
including schedule and responsibility
Process Industry Practices Page 3 of 3
