Section 13 — Electrical

Actuators for Motor Operated Valves

IPE Engineering Practice IPE-EP-13-22-1

Document number: IPE-EP-13-22-1 · Section: 13 — Electrical

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SCOPE

This Engineering Practice covers the requirements for electric motor actuators for valves. Included as a part of this practice are requirements for design, performance, inspection and testing of valve actuators and their motors. In addition, Data Sheets, per EP 13–22–1 DS, are provided which also outline specific equipment requirements.

Only a service–proven design shall be offered. If a design is offered that has not been proven in service for at least two years, the proposal shall indicate which parts of the motor actuator are affected, and the extent of experience with these parts.

This Practice is appropriate for attachment to an inquiry or purchase document when accompanied by the referenced IPE Engineering Practices and completed Data Sheets.

Any deviation from this Practice must be approved by the procedure described in EP 1–1–3. A revision bar indicates all changes made to this Revision.

REFERENCES

All applicable sections of the latest standards and codes listed below are a part of this Practice for design, construction and testing unless amended herein. It shall be the Manufacturer’s responsibility to be or become knowledgeable of the requirements of the standards and codes. Any changes or alterations to the equipment to make it meet the requirements shall be at the expense of the Manufacturer.

STANDARDS AND PUBLICATIONS

IPE Engineering Practices
EP 1–1–3 Deviations to IPE Engineering Practices EP 11–2–1 Fireproofing EP 13–3–1 Induction Motors NEMA Frame EP 13–3–1 DS Induction Motors NEMA Frame Data Sheet EP 13–3–2 DS Induction Motors Above 200HP EP 13–3–2 Induction Motors Above 200HP Data Sheet EP 13–6–1 Medium Voltage Motor Controllers EP 13–6–2 Motor Control Centers 600 Volt Class EP 13–7–1 480 Volt Prefabricated Switchracks EP 13–22–1 DS Actuators for Motor Operated Valves Data Sheet
NFPA Standard
70 National Electrical Code (NEC)
ANSI/NEMA Standard
ICS–6 Enclosures for Industrial Controls and Systems
APl Publication
RP550 Manual on Installation of Refinery Instruments and Control Systems

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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.

SERVICE CONDITIONS

The motor actuators shall be designed for continuous outdoor operation without protective shelter, and they shall be adequate for withstanding driven rain and snow. Unless otherwise noted in the Data Sheet, the motors shall be for use in a 150F maximum ambient, –22F minimum ambient and at an altitude of 3,300 feet or lower.

DESIGN, CONSTRUCTION AND MATERIALS

The actuator shall consist of a motor driver, reduction gearing, thrust bearing where applicable, handwheel and local position indicator, together with torque and limit switches; all furnished as a self–contained, totally enclosed unit.

Motor starter shall be remote mounted and will be supplied by others.

All equipment supplied shall meet the requirements of the area classified, as specified on the Data Sheet.

Reduction Gears for Electric Motor Actuators

Gears shall be fully enclosed and immersed in a lubricant. Seals shall be rounded to prevent leakage.

Gears shall provide an unseating torque at least 50% in excess of the valve seating torque neglecting hammer blow effect.

The gearing shall have a built–in lost motion device that permits the motor to attain full speed and a minimum travel of 135 degrees before imparting a hammer blow to start the valve in motion–either opening or closing direction.

Non–metallic gears in power train are not acceptable.

Handwheel
The actuator shall be equipped with a permanently attached handwheel of the automatic declutching type that precludes mechanical engagement of the handwheel when the driver is in operation. The hand wheel shall have an arrow and the word open to indicate required rotation. The declutching device shall:
Allow power over–ride of the handwheel operation at all times.
Permit manual handwheel operation of the valve in the event of a frozen or seized driver.
The handwheel drive shall permit the valve to be stroked open or closed in 15 minutes or less.
Handwheel clockwise rotation shall close the valve.
Valve Position Indication
Mechanical dial indication of the valve position shall be incorporated in the actuator.
Indication shall be continuous, if the valve is specified to be in regulating service.
When specified on the Data Sheet, local lamp indication shall be provided. Light indication whether remote or local shall be Red for Closed and Green for Open. In the intermediate position, both red and green lamps (alternately a separate amber color lamp may be furnished) shall be on.
When specified on the Data Sheet, contacts shall be provided for remote light indication as detailed in paragraph 5.6.3 above. Contacts shall be rated 240 VAC, 10 ampere or higher.
Controls
Local control shall only be provided, when specified on the Data Sheet for OPEN–STOP– CLOSE operation for the valve. Standard control shall be remote with no local control. Contacts for remote operation shall always be provided. Switches and lamp indication for remote control stations will be supplied by the Owner. NOTE: When control house switches for EBV Type D valves are provided, they shall have OPEN–STOP–CLOSE operation.
Position limit switches shall be provided at each end of travel for remote indication and sequencing.
Open and close torque switches for electric motor drivers shall be provided with a means to prevent tripping on torque during initial unseating.
Torque and limit switches shall be easily adjustable without special tools or removal of the switch assembly from the actuator. Repeatability of switch actuation shall be  5% of set point.
When specified, the design shall also permit the addition of auxiliary switches, each adjustable over full valve travel.
Actuator Performance
The gears shall be steel with a totally enclosed drive mechanism to prevent entrance of foreign matter.
The actuator shall be sized to open or close the valve through its full stroke at maximum specified process pressure drop and temperature. For all block–valve services, the pressure drop used for actuator sizing shall be the higher design (of either side) of the piping to which it is attached.

Actuator stroking speed shall be as specified on the Data Sheet.
The actuator shall be capable of operating at any mounting angle.
The actuator shall be capable of functioning in an ambient temperature ranging from –22F to 150F, with the requirement to include additional heat stress associated with product flowing in the valve. See the Data Sheet for product temperature.
Additional Requirements for Electric Motor Actuator Drivers
Electric motors shall meet the requirements of EP 13–3–1 or EP 13–3–2 and its associated Data Sheet. Specific motor requirements detailed in this paragraph shall have precedence over those specified in EP 13–3–1 or EP 13–3–2.
Electrical classification: Motors, enclosures and associated integral controls (i.e. push buttons) shall be suitable for outdoor service for the area classification specified on the Data Sheet.
Motors shall be 460 volt, 3 phase, high starting torque, single speed, with lifetime pre–lubricated (sealed) ball bearings. Class “H” insulating shall be provided, unless specified otherwise.
Motors shall be specifically designed for valve actuator service and suitable for the following:
Three successive open–close strokes of the valve or for 15 minutes continuous operation, whichever is the shorter time period.
Six consecutive applications of locked rotor current (as in jogging).
Sufficient size to open or close the valve against design pressures when voltage to the motor terminals is within ± 10% of the rated voltage.
Control voltage shall be as specified on the Data Sheet.
When specified, an electrically and mechanically interlocked motor starter (reversing) shall be provided in the actuator housing. The starter shall comply with the applicable portions of EP 13–7–2, EP 13–6–1 or EP 13–6–2 and its associated Data Sheet.
Torque and limit switches:
Switch design shall permit in–place change of “normally open” or “normally closed” contacts by reconnecting wiring.
Minimum switch contact break rating shall be: 5 amps at 440 VAC, and 1/2 amp at 125 VDC inductive.
The valve and actuator mounting bracket shall be designed to withstand, without damage, the stall torque of the actuator with the torque and limit switches disconnected.
Space heaters shall only be provided when specified on the Data Sheet. The space heater shall be suitable for the specified voltage.
Control circuit wiring shall be stranded copper wire, 600 volt, 14 AWG minimum, Teflon insulated. Power wire sizing shall be appropriate for motor ampere and have silicon rubber insulation with glass braid rated 200C.
Terminal box fireproofing or as specified by the Owner. Terminal boxes shall be provided with a minimum of three conduit entries, nominal 1-1/4 inch size. Each entry shall be supplied with a threaded metal conduit plug.

Alternate fireproofing designs may be proposed for approval by Owner. Such designs shall provide for the valve and actuating system to remain operational for 15 minutes when exposed to a 2000 F fire.

NOTE: Actuators for valves identified as EBV Type 4 require fireproofing under the following conditions: (1) valves located within process unit area limits and in vapor blowdown service; (2) valves which are in emergency isolation service and which are located within 25 feet of the equipment protected.

5.10 Lubrication

5.10.1 Unless specified otherwise, lubrication used with the actuator shall have an operable temperature range of –100F to 1000F with lubrication having a useful life of five years at specified temperatures and for environments typical of a petrochemical facility.

TESTING

Motor Testing
Motors shall receive a routine (commercial) test as detailed in EP 13–3–1 or EP 13–3–2.
Actuator and Valves
Assembled valves shall be given a complete operational check covering the full range of open to close position. All drives and controls shall be energized at the rated voltage and frequency. Complete valve actuator stroke times shall be verified.
If load tests are specified, they shall be made prior to assembly of the actuator to the valve. The test shall demonstrate the starting torque as well as speed of closure under load.
Witness Testing

When witness testing is specified, the Owner shall witness the complete test as specified on the Data Sheets and contract documents.

DRAWING AND DATA

The drawings and data required shall show the equipment as ordered and built. Typical drawings are not acceptable, unless revised to show as–built equipment ordered. Owner’s name, job number, P.O. number and item number shall accompany all drawings and data. Drawings and documents shall be provided in the quantities and format specified on the Data Sheet.

Data to be Supplied with Quotation
Schematic drawings for the motor actuator and for all auxiliary equipment mounted on the actuator.
List of all devices used which are not manufactured by the actuator Manufacturer. The list shall indicate the type, Manufacturer, and catalog cut sheets or similar data.
A priced list of normally recommended spare parts for each motor and actuator equipment quoted.
All exceptions to this Practice.

Applicable portions of the motor Data Sheet shall be filled out (see EP 13–3–1 DS or EP 13–3– 2 DS.)
Calculated start–up curves showing torque and current versus speed, thermal capability curve, and pulsating torque vs. speed.
The Manufacturer shall provide drawings and literature to fully describe the details of the offering or offerings. The Manufacturer shall show shaft sealing and bearing details, internal construction, gear boxes and actuator housings. This information should include all manufacture part numbers.
The motor and actuator shall have stainless steel nameplates permanently affixed to their respective parts.
Outline drawings for the actuator assembly including weights, mounting and lifting details.
A contact position chart shall be provided.
Drawings and Data to be Submitted for Owner Approval after Receipt of Order
All motor data as detailed in EP 13–3–1 or EP 13–3–2.
All the data requested in paragraph 7.1.
Certified Data to be Submitted
All items in paragraph 7.2.
Installation, maintenance, and operating manuals. (Supply prior to shipment.)
Spare parts list.
Material lists.
Test data as required in paragraph 6.0.

8.0 SPARE PARTS

Within 30 days after approval of drawings, the Manufacturer shall supply a recommended spare parts quotation on the basis of the total purchase order. This recommendation shall include spare parts required at start–up and during the first year of operation. Prices shall be valid for a minimum of 60 days after shipment.

SHIPPING

Each motor operated valve actuator shall be suitably prepared for the type and mode of shipment specified. All motors and actuators shall be prepared for at least 6 months of outdoor storage from the time of shipment in a manner requiring no disassembly prior to operation (except for bearing and seal inspections).
The vendor shall provide the Purchaser and the Owner with instructions necessary to preserve the integrity of the storage preparation after the equipment arrives at the job site.
One copy of the Manufacturer’s standard installation instructions shall be packed and shipped with equipment.

10.0 TABLES

TABLE 1

CERTIFIED INFORMATION REQUIRED IN ELECTRONIC FORMAT OR ACTUATORS FOR MOTOR OPERATED VALVES PER EP 13–22–1

Item	Description	Format	As–Built
1	Data as required in paragraphs 7.1.1, 7.1.6, 7.1.7, 7.1.9, 7.1.10 and 7.2.1.	See EP 2-5-2	Yes
2	Inspection and testing reports to include Manufacturer’s standard and items required in Section 6.0.	See EP 2-5-2	Yes
3	Spare parts list.	See EP 2-5-2	Yes
4	Installation, maintenance and operating manuals (see paragraph 7.3.2).	See EP 2-5-2	Yes

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