Home About News Products Tools Library Forum Contact search... 16-Mar-2013 Main Menu Home About News Products Tools Library Forum Contact Li brary Content Menu QA Standards General Procedures Department Procedures Work Instructions General Guides Design Guides E ngineer ing Guides General Standards Des ign Standards E ngineer ing Standa rds Specifications Requisitions Forms Cost Codes Papers PCC Software Softw are for creation of pi pe classes and mechanical calculation of piping components. Read more ... VES Software Softw are for the design and m echanical calculation of pressure vessels and heat exchangers. Read more ... HomeGeneral StandardsCM-PE-002 CM-PE-002 Preparation of Engineering Flow Diagrams and Related Documents Table of Contents 1. Purpose 2. General 3. Responsibilities 4. Procedure 5. Flowcharts 6. References 7. Attachments 1. Purpose De fine the necessar y steps to be follow ed in the preparation of engineering flow diagram s (EF D' s). Define the necess ary st eps to be follow ed in the prepar ation of documents related to the E FD ’s, i.e.: dem olition diagrams, line tables, list of revision sheets, tie-in index, miscellaneous material lists (MM). 2. Gene ral The EFD’s and related documents establish the plant configuration and are the key documents for the development of piping and instrum entatio n construction draw ings. The E FD ’s are the m ost w idely used documents during the engineering, procur em ent, const ruct ion, and startup phases of a project. Timely, complete, and high quality development of these documents enhances execution of the overall project. 3. Responsibilities
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CM-PE-002 Preparation of Engineering Flow Diagrams and Related Documents
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8/13/2019 CM-PE-002 Preparation of Engineering Flow Diagrams and Related Documents
fuel gas and oil, flare sy stems, and various flush mediums f or pump seals and instruments.
4.2.1.2 Titles and Criteria for Engineering Flow Diagram Major Issues
a. For Internal Comments
For this issue the Systems Engineer has pieced together as much process f low diagram, equipment and EFD
format information as is available at the time, in order to issue a diagram for various groups to mark-up and review .
b. For (Client) Comments/Approval
By this issue, the envisioned plant has been def ined by various input groups. The client (if required) and the input
groups are requested to comment on a fairly complete set of EFD’s prior to commencement of final detailed
engineering and design. At this point, many details such as sizes of in-line instruments, relief valves and pumps arenot know n and subjects such as miscellaneous pump piping and piping MM items are not yet defined. This issue,
how ever, contains the basic plant configuration and line sizes, pipe classes, instrument numbers, insulation and
tracing requirements, valve tag numbers, and startup and decommissioning provisions.
This issue authorizes piping design to begin piping studies.
c. Approved/Certified for Detailed Design
This issue resolves and incorporates the client (if required) and the input group's comments. It contains the control
valve sizes, relief valve s izes, other in-line instrument sizes, pump nozzle sizes, pump valve sizes, control valve
manifold valve sizes, and sample and chemical cleaning connections.
For in-house designed equipment (A, M, TT, etc.), the latest available revision of draw ings and specifications isincorporated.
For vendor designed equipment, the information f rom the latest rev ision of specification and vendor draw ings is
incorporated.
For vendor designed equipment, where the major equipment documents aff ecting the piping design are available
but complete auxiliary system documents are not available, the information from the "Certified" specification on the
major equipment details is incorporated. EFD’s f or the auxiliary systems w ould be certif ied after incorporation of
information f rom the vendor prints.
The "Certified for Detailed Design" issue authorizes the design groups to begin f inal design drawings.
Any details that cannot be finalized at this stage due to a lack of information from vendors, other disciplines, etc,should be clearly marked as "HOLD". Holds shall be restricted to the absolute minimum for this issue.
d. As Designed (Optional)
For this issue, the EFD is updated to ref lect the plant as it was f inally designed and engineered in the home off ice.
e. As-Built (Optional)
For this issue, any f ield changes are incorporated on the EFD for record purposes. This issue w ould be made only
if it is a job requirement.
f. A typical matrix is listed in Attachment 2. This matrix f orm show s the EFD technical content for major issues
reflecting the information that should be incorporated onto the major f low diagram issues.
Note that there will be additional issues of the engineering flow diagrams to keep functional groups up-to-date
with the latest information. These issues shall be titled "Updated/Revised as Marked".
All issues should be identified, this includes internal issues to a limited group of people for a particular purpose.
Thi h ll b t d i th i t l i ( f 6 3)
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This purpose shall be noted in the internal issue (ref . 6.3).
4.2.1.3 Procedure
The procedure for preparation of EFD’s is detailed below. A flow chart f or EFD preparation is attached in 5.1. This
depicts the procedure f or a Company standard project.
Signing and approval
Signing and approval of EFD’s w ill be in accordance w ith ref. 6.4.
EFD kick-off
Engineering Manager calls an EFD kick-off meeting to be attended by the Process Supervisor, the Lead SystemsEngineer (LSE), the Systems Engineers (SE), the Unit Process Engineers (UPE), the Control Systems Engineer
(CSE), the Project Control Manager, and the Engineering/Design Coordinator. The purpose of this meeting is to
discuss specific client and job EFD requirements, standard details and instrumentation requirements/formats,
schedules, required level of detail on the EFD's (consistent w ith contractual requirements), requirement f or
equipment EFD’s (e.g., for compressors, etc.), requirements and extent of UDD's. If the job-specific EFD guide (ref
6.7) has yet to be issued at this time, it should be issued as soon as possible and the same applies to the project
EFD legend and symbols sheet.
Issue for internal comments
Using the PFD's, the job specific EFD guide (ref 6.7) and any appropriate EFD's from past jobs (taking due note of
different process conditions, Client requirements, instrumentation systems and format diff erences) the Systems
Engineer (SE) hand draw s the outline of the EFD's show ing equipment outlines and major lines and valves only andtransmits them to the CAD.
The SE continues to develop the EFD's including completion of all lines, incorporating equipment details (from the
equipment data sheets), completion of the instrumentation, incorporation of all secondary lines, and relief valve
requirements.
The SE consults w ith the UPE and the CSE on a case-by-case basis to ensure that all technical job requirements
are properly represented on the EFD's. He also consults all pertinent job specifications including basic design data ,
C-1, C-2, K-1 pertinent equipment general specifications, ISA-S5.3 (f or jobs w ith distributed control sys tems), and
client specification and design requirements, process data sheets, available equipment data sheets, project
bulletins, and the project legend and symbols sheet.
The SE develops the line table (w ith line number, f luid descr iption, and to and from columns completed), requestingincorporation of the line sizes, operating and design conditions, and the (generic) piping materials by the UPE.
Af ter receiving the line sizes and materials from the UPE, the SE incorporates the line sizes on the EFD's and line
tables and completes the line classes . The job-specific C-1 specification (or client imposed equivalent) should have
been issued at this time. The SE transmits the EFD's and corresponding line table to the LSE for rev iew and issue.
The LSE review s the diagrams and line table (QC), signs them and transmits them to the Project Engineering Aide
for Issue "For Internal Comments." The corresponding line table is also issued at this time.
In conjunction w ith this issue, the LSE wr ites a memo to the Proces s Supervisor, the UPE, the Start-up Engineer (if
required), the CSE, the appropriate Equipment Engineers as required, the Engineering/Design Coordinator, and the
Engineering Manager requesting comments on this issue of the EFD's and setting a date for an internal review
meeting. A copy of the memo is sent to the SEC.
Internal review meeting
An internal EFD review meeting is held, attended by the LSE, the SE, CSE, the Start-up Engineer (if required), the
appropriate Equipment Engineers, and the UPE (mandatory), the Engineering/Design Coordinator (optional, but
t l d d) d th P S i d E i i M ( ti l) Th f thi
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strongly recommended), and the Process Supervisor and Engineering Manager (optional). The purpose of this
meeting is to collect all input into the EFD's, comments and new information, and to discuss the EFD's in detail.
Comments are agreed upon and marked on a copy of the EFD's. Prints of these copies are transmitted as
attachment to the MOM to all attendees immediately after the meeting.
Issue for Client comments
The SE prepares a composite EFD master, incorporating all decisions and comments of the rev iew meeting. The
EFD masters are transmitted to control systems for instruments numbering (if not already included) and returned to
the SE, who transmits this master to the LSE. The LSE review s the EFD masters (QC) and tr ansmits them to CAD to
be drafted.
CAD updates and back-checks the EFD's and transmits them to the appropriate SE. The SE back-checks the EFD's,
recycles them to the CAD for corrections and af ter they are acceptable, he signs them and transmits them to the
LSE.
A copy is sent to the SEC for review (QA). Comments are discussed w ith the SE, LSE, SEC, reported to the Project
Manager and incorporated by the CAD. (Note: The review by the SEC may be done in parallel w ith obtaining client
comments).
The LSE review s the EFD's, s igns them (QC) and transmits them to the Engineering Manager f or s ignature. The EM
signs them (QA) and transmits them to the Project Engineering Aide for issue, "For Clients Comments." The
corresponding line table should also be issued at this time, complete w ith line sizes and line classes.
In conjunction w ith this issue of the EFD's, the Engineering Manager establishes the time and place for a review
meeting. Requested to attend this meeting are the Process Supervisor, Unit Process Engineer, Control Systems
Engineer, LSE, individual Systems Engineer, and the client (if required).
EFD Clients review meeting
An EFD client review meeting is held. Client comments are discussed and then marked on copies of the current
EFD's. In addition, Company highlights and discusses any revisions that have developed since the last issue of the
EFD's. Prints of all comments are transmitted to the client and all meeting attendees immediately after the meeting.
Minutes of meeting are prepared by the SE and signed by the PS, EM, and the client. It is recommended to w rite the
MOM during the meeting.
The SE incorporates the c lient comments in close cooperation w ith all input groups onto the EFD master (utilizing the
CAD if required) and transmits them to the LSE for his rev iew . The SE also updates the line table and transmits to
the LSE as w ell. The LSE conf irms that all comments are correctly added to the EFD's and transmits them to the
Engineering Manager. As part of the preparation of "Certified" issue, the Engineering Manager may need to call a
review meeting to resolve any outstanding questions.
The certified issue of the EFD's is signed by all personnel, of w hom a signature is required as established in ref.
6.4. The signatures denote that signees are in agreement w ith and approve their areas of responsibility as defined
in section 3.0. The certifying authority is the Project Manager, w ho signs the "Certified" line on the title block (QA).
The client's signature may or may not be required for this issue.
Finally, the Engineering Manager transmits the signed EFD's originals to the Project Engineering Aide for issue as
"Certified."
Post-cert ification EFD issues w ill be made as needed, and w ill be based on comments generated by the UPE, Piping
Design Coordinator, CSE, Start-up, Equipment Engineers, LSE, Electrical Engineer, and the SE. It is the responsibility
of the SE to ensure that their comments are correctly interpreted and show n on EFD's. A ll of these subsequent EFDissues must be signed by the individual Systems Engineer, LSE (QC) and may require the signature of the
Engineering Manager ( ref. 6.4). Corresponding EFD revision sheets and line table revisions must accompany each
issue.
Notes:
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The procedure for the preparation of the line table is detailed below . A flow chart f or line table preparation is
attached in 5.2. This depicts the procedure f or a Company standard project.
A job specific guide (ref. 6.9) defining format and w ork systems w ill be prepared by the SE Coordinator.
A Systems Engineer fills out the overall line table cover sheet including definition of line number blocks, process
fluid abbreviations, and standard notes.
The Systems Engineer numbers lines and f ills out all line table columns using the PFD's as a bas is, marked-up w ith
Material/Pipe classes, Design Pressures and Temperatures by the UPE (the P-T diagram), and insulation/tracing
information.
The Process Supervisor review s the process line table mark-up and indicates the critical lines to be checked
before the final piping design is completed. The marked-up line table is transmitted to the LSE for incorporation intothe line table original by the SE. The LSE checks and issues the line table "For Internal Comments" w ith the
corresponding issue of the EFD's.
The list of critical lines is issued to the Engineering Manager. The Engineering Manager ensures that the piping
design is checked before being finalized by the Unit Process Engineer. The Process Supervisor signs of f on the list
of critical lines for those lines checked and approved by the Unit Process Engineer. The Engineering Manager,
notified by the Process Supervisor, arranges for the f inal piping design of the approved critical lines.
The LSE requests comments f rom the UPE, the Engineering Design Coordinator, and the Piping Design Engineer.
The Systems Engineer incorporates inputs from the process and piping design line table masters onto the line table
originals. He also fills out the balance of the insulation codes (PP, AS, etc.), and the maximum temperature for
thermal stress . This last column is done in consultat ion w ith the UPE and Pipe Stress Engineer.
The Systems Engineer consults the Painting/ Insulation/Acoustical Engineer and applies their requirements w hen
completing the relevant columns. He also consults w ith the CSE to determine if any control valves require insulation
for noise.
The Systems Engineer transfers comments from the project master and incorporate into the line table originals. The
SE assembles the line table sheets w ith its cover sheet. The LSE review s the line table originals, signs it (QC), and
transmits it to the Engineering Manager. The Engineering Manager signs it (QA) and has it issued w ith the
corresponding EFD issue as "For Clients Comments" or "For Approval" as applicable.
a. The Engineering Manager interfaces w ith the client to obtain line table comments. These are transmitted to the
LSE w ho in turn has them noted on a master copy by the SE, who checks and incorporates c lient's comments
consulting w ith any specialists involved, if required.
b. Company comments are again requested. These are transmitted to the LSE by means of the master mark-ups
from process and piping design.
The Systems Engineer incorporates both internal and client comments into the line table original.
The Systems Engineer also fills out columns: Testing Medium and Testing Pressure (using XXXX-SP-C-10 as basis),
and Service Classification using (XXXX-SP-C-1 and C-2 and ANSI B31.3). He consults the Piping Engineer and the
UPE as required.
The SE assembles the line table sheets w ith its cover sheet. The LSE review s the line table originals, signs it (QC),
and transmits it to the Engineering Manager. The Engineering Manager signs it (QA). The certified issue of the line
table is signed by all personnel of w hom a signature is required as established in ref. 6.4. The line table is issued,w ith the corresponding EFD issue as "Certified".
The line table or the cover sheet and the revised parts of the line table w ill be reissued every time their
corresponding EFD's are reissued, using accumulated comments as the basis. Subsequent issues must as a
minimum be signed by the LSE and Engineering Manager
8/13/2019 CM-PE-002 Preparation of Engineering Flow Diagrams and Related Documents
a. Index is transmitted to Process Supervisor w ho adds the peak and normal flow rates, and performs general
review .
b. Engineering/Design Coordinator uses preliminary index information and client information to locate the layout lines
entering/leaving the boundary lines.
Index is transmitted to Engineering Manager w ho signs it (QA) and has it issued "For Clients Comments" of "For
Approval." Letter is written asking for client review and also that actual minimum and maximum pressure and
temperature at battery limit, type of connection, and other client originated information to be added.
Client comments are review ed and incorporated by the LSE. LSE signs the doc ument (QC) and transmits it to the
Engineering Manager for issue. Engineering Manager review s index, signs it (QA), and has it issued "Certif ied".
Information from the index is added to the EFD’s by the Systems Engineers. The LSE adds the EFD and plot plan
draw ings numbers to the index.
The LSE signs the document (QC), and transmits it to the Engineering Manager for issue. Engineering Manager
review s the index, signs it (QA), and has it issued "Updated."
4.2.6 Preparation of Miscellaneous Materials (MM) List
4.2.6.1 Introduction
The miscellaneous material list, documents materials that are not covered in other standard specifications and lists
(such as the C-1 specification for piping items). The Engineering Manager has the overall responsibility for the
development and maintenance of the miscellaneous materials list and for the specification. The responsibilities of the Systems Engineers and the Piping Engineer are limited to identification and technical specification of
miscellaneous materials. Process Engineers assist, as required, in this task.
4.2.6.2 Procedure
Parallel w ith the development of the EFD’s, each Systems Engineer identif ies the miscellaneous items requiring MM
numbers and specif ication by adding the notation "MM" to the flow diagrams, and giving it a unique sequence
number.
The LSE is responsible for maintaining an MM-item list, ensuring uniqueness of each number.
The Systems Engineer adds the MM item number to the EFD.
Af ter the "For Client Comments" or "For Approval" issue of EFD’s, it may be assumed that a large percentage of MMitems have been identified and numbered. The MM list is issued "Preliminary” to the Engineering Manager.
The MM list is revised by the LSE after the "Certif ied" issue of the EFD's to ref lect rev ised and new or deleted items.
The MM list is issued "Certified".
The MM item list is revised and reissued during detailed design as required. The LSE maintains a master MM list
markup between issues.
5. Flowcharts
5.1 Flowchart for EFD Preparation
8/13/2019 CM-PE-002 Preparation of Engineering Flow Diagrams and Related Documents