Section 12 — Instruments and Controls

Supplemental Requirements for Control Systems

IPE Engineering Practice IPE-EP-12-1-2

Document number: IPE-EP-12-1-2 · Section: 12 — Instruments and Controls

SCOPE

• This Practice covers supplemental requirements relating to documentation, data, quality control, inspection, and shipping of instrumentation items and components.
• Any deviation from this Practice shall be approved by the procedure described in EP 1–1–3.
• A revision bar indicates all changes made to this Revision.

2.0 REFERENCES

The following codes and standards shall be considered as part of this Practice. All documents shall be the latest editions in force on the date of issuance of this Practice.

STANDARDS AND PUBLICATIONS

DEFINITIONS

• Contractor - Company or business that agrees to furnish materials or perform specified services at a specified price and/or rate to the Owner.
• Inspector - A Inflection Point Engineering, LLC . appointed engineer or inspector.
• Manufacturer - The recipient of a direct or indirect purchase order for materials and/or equipment. In this context, a direct order is one issued to a manufacturer by a contractor or the Owner. An indirect order is one issued to a manufacturer by a vendor (recipient of a direct order) for materials, fabricated components, or subassemblies.
• Owner - Inflection Point Engineering, LLC.
• Owner’s Engineer - A Inflection Point Engineering, LLC . appointed engineer.
• Purchaser - The party placing a direct purchase order. The purchaser is the Owner’s designated representative.
• Vendor - Recipient of a direct purchase order.

DATA FURNISHED BY THE PURCHASER

• Procurement Documents
• Applicable IPE Engineering Practices with authorized deviations per EP 1–1–3.
• Completed Data Sheet
• Sub–vendor names and addresses

VENDOR’S RESPONSIBILITY

• General

• The Vendor shall assume responsibility for designing, fabricating, or procuring the instrument item to perform in accordance with the specified operating and service conditions as indicated in the Purchase Order.

• The Vendor’s responsibility for complete compliance with the specified operating and service conditions shall not be relieved, in whole or in part, by anything contained in or omitted from the Purchase Order.
• The Vendor shall refer all conflicting requirements contained in the Purchase Order to the Owner’s Engineer, in writing, for clarification and resolution before proceeding with the manufacture or procurement of the affected instrument.
• Quality Control
• The Vendor shall have as part of his usual business practice an established, routine, and documented quality control program. This program shall be used to provide verifiable evidence that the materials, design, fabrication, examination, inspection, and testing of the instrument conform to the specifications and requirements established in the Purchase Order. This program shall also ensure that all factors affecting the reliability, safety, operability, and durability of the instrument have been considered, evaluated, tested, and controlled.
• When requested, the Vendor shall submit his quality control program prior to acceptance of a Purchase Order.
• The Vendor shall supply instruments, components, and materials only from manufacturers which have been approved by the Purchaser.
• Instrument Protection
• All threaded, socket-weld, bevelled, and plain open ends of meter runs, flow tubes, and flow nozzles shall be closed with metal or plastic protectors that fit either inside or outside to prevent damage and entrance of foreign materials.
• Threaded openings other that those discussed in the above paragraph shall be plugged with hexagonal headed threaded plugs of the same material as the connected part and sealed with an appropriate thread sealant.
• Flanged openings shall be protected with plywood or plastic covers as a minimum.
• The inside of all instruments and components shall be dry and free of debris before the covers or caps are attached.
• Marking and Identification
• Each separate instrument, component, or assemble shall, as a minimum, be identified with the following information by means of a corrosion resistant metal tag securely wired, screwed, or riveted to the component or assembly:
• Purchaser’s tag number
• Manufacturer’s model number
• Any applicable electrical requirements or ratings.
• Service Description.
• Calibrated Range
• Gauge cocks, try cocks, and gauge glass bodies and covers shall be permanently marked by stamping or nameplates with the manufacturer’s pressure and temperature rating.

• Thermowells shall each be identified with the Purchaser’s tag number by means of die stamping, on a visible surface when the well in installed. Thermocouple assemblies shall have the metal tags required by the previous paragraph attached to the chain of the head fitting cover.

• Packaging and Shipping
• The Vendor shall be responsible for suitably packaging each item to protect it from damage or loss during handling and shipment and for any special requirements or storage conditions specified in the Purchase Order.
• The Vendor shall optimize the size, weight, and complexity of the packaging and packaging materials to minimize the cost of transport, handling, storage, and field removal of packaging material. Instrument items which are sufficiently protected may be palletized to facilitate handling. All palletized items shall be secured to the pallet by strapping.
• All packaging and protective material shall maintain its integrity and perform its intended function through all phases of handling, transport, and storage.
• The item shall be clear of debris and free of all dirt and foreign matter, and be thoroughly cleaned inside and out, in accordance the Manufacturer’s standard procedure, before packaging and shipment.
• Each shipping package shall be durably marked with the receiving address, Purchaser’s equipment item number, Purchase Order Number, Requisition number, and Project Number.
• Package markings shall be in English
• Instrument items shall not be transported open or as above deck cargo without prior written approval of the Purchaser.
• The Vendor shall provide any special protection or packaging, and details of any storage, shelf life, or maintenance instructions which pertain to the Vendor’s guarantee or are otherwise necessary for protection of the instrument or component.

6.0 DOCUMENTATION

• The Vendor shall submit the documentation required in this Practice to the Purchaser at the address shown in the Purchase Order. In addition, the Manufacturer shall furnish drawings and data in accordance with the Vendor Drawing and Data Sheets, when submitted by the Purchaser.
• The Vendor shall identify all documentation with the following information.
• Purchase Order and Requisition numbers
• Purchaser’s Client
• Item or Tag number and item name
• Service, if applicable
• The Vendor shall submit detailed special instructions as described by Section 5 of this Practice.
• The Vendor shall include the following with each shipment:
• A packing list; listing the contents by assembly piece mark, individual instrument tag number and piece mark, or by item number of each shipping package. The list shall state whether the contents are complete or partial.

• A copy of each instruction manual: all drawings required for assembly, installation, or erection; and any additions data required by the Purchase Order to be included with the shipment. These documents shall be attached, preferable to the inside of the largest crate in the shipment and this crate shall be marked accordingly.
• Material records shall be retained when specified by the applicable code, material specification, or the Purchase Order. All material records retained shall be fully identified with the specific material they represent.

7.0 DESIGN AND ITEM PERFORMANCE TESTING REQUIREMENTS

The Manufacturer shall test each piece of equipment to insure that all mechanical and electrical components function properly. All components shall be tested for proper fit and alignment.

INSPECTION AND REJECTION BY PURCHASER

• Inspection
• All Vendor facilities, materials, and fabrication work shall be subject to inspection by the Purchaser.
• The Purchaser’s inspector is not to be construed as the Authorized Inspector responsible for performing code inspections.
• Rejection
• Instruments items or components containing defects originating with the Vendor’s design, materials, or workmanship; or that are not in complete compliance with the requirements of the Purchase Order will be rejected.
• Discovery of conditions warranting rejection, after inspection and acceptance of the instrument by the Purchaser, does not relieve the Vendor of responsibility to comply with the Order.
• Instruments or components not in accordance with the original inquiry may be rejected after award if the Vendor is discovered not to have submitted a proper base quotation or if all alternatives were not properly indicated.

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