Purchase of Valves General Specification

Document No : KS-PE-SPC-0045 Rev 0

01 December 2019

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Synopsis

This is a general specification for Purchase of Valves for use globally. This specification describes the
minimum requirements for the procurement of valves listed in the Piping Material Class specifications.

Each office using this specification on their project may modify some contents to suit the location/region
specific conditions, materials used locally, region-specific codes and standards requirements,
regulatory/statutory requirements and the specific needs on the project.

PROJECT - Purchase of Valves General Specification -

Rev Description Originator Reviewer Worley Approver Revision Date Customer Approver Approval Date

Rev 0 Issued for Use Rev Date Approval Date

Initial.Surname Initial.Surname Worley Approval

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Table of Contents
1. General................................................................................................................................................
1.1 Scope of Specification.....................................................................................................................
1.2 Definitions.......................................................................................................................................
1.3 Abbreviations..................................................................................................................................
1.4 Site Locations and Environmental Conditions.................................................................................
1.5 Site Access and Accommodation.....................................................................................................
1.6 Units of Measure.............................................................................................................................
2. Applicability Standards and Publications..............................................................................................
2.1 Order of Precedence.......................................................................................................................
2.2 National, International and Industry Standards..............................................................................
3. Health, Safety and Environment...........................................................................................................
3.1 Hazardous Materials........................................................................................................................
4. Technical Requirements.......................................................................................................................
4.1 Design..............................................................................................................................................
4.1.1 General........................................................................................................................
4.1.2 Design Deviation.........................................................................................................
4.2 Materials.........................................................................................................................................
4.2.1 Acceptable Substitutions.............................................................................................
4.3 Fabrication and Manufacture..........................................................................................................
4.3.1 Ball, Butterfly and Plug Valves.....................................................................................
4.3.2 Gate, Globe and Check Valves.....................................................................................
4.3.3 Butt-Welding End Valves.............................................................................................
4.3.4 Flange Finish................................................................................................................
4.3.5 Valve Operators..........................................................................................................
4.3.6 Valve Body Tappings...................................................................................................
4.3.7 Pressure Relief of Valve Cavity....................................................................................
4.3.8 Marking for Flow Direction.........................................................................................
4.3.9 Extended Bonnet Valves.............................................................................................
4.3.10 Blowout Proof Stems/Shafts.......................................................................................
4.3.11 Repair Work................................................................................................................
4.4 Painting and Surface Protection......................................................................................................
4.5 Marking...........................................................................................................................................
4.5.1 Manufacturer’s Marking.............................................................................................
4.5.2 Valve Tagging Guidelines.............................................................................................
5. Quality Inspection, Testing...................................................................................................................
5.1 General............................................................................................................................................
5.2 Quality Assurance (Examination by purchaser)...............................................................................
5.3 Pressure Testing..............................................................................................................................
5.4 Vacuum Testing...............................................................................................................................
5.5 Non-Destructive Examinations........................................................................................................
5.6 Fire Testing......................................................................................................................................

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6. Preservation, Packing and Shipping......................................................................................................
7. Documentation....................................................................................................................................

List of Tables
Table 1 Definitions..........................................................................................................................................20
Table 2 Abbreviations.....................................................................................................................................21
Table 3 National, International and Industry Standards.................................................................................23
Table 4 Size of Valves.....................................................................................................................................29

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This Template is to be used for the preparation of specifications on Worley projects. It is appropriate for
specifications that will be issued to external parties (e.g. to providers of equipment, materials or
services). It is based on the standard Worley template for externally issued reports. The template
includes suggested section headings that cover the required content of many, typical specifications. This
is intended to provide a standardized and logical approach to the way information is organized within
Worley specifications. The template also includes guidance on appropriate specification content,
methods of specifying, references to codes and standards, and language usage. It identifies some
common and acceptable terms and practices. The guidance text will help to prevent the more common
errors made when preparing specifications.

Specifications are contractual documents that contain the technical / engineering details and
requirements for the equipment, material or service. Specifications are typically referenced in the
Requisition. They do not include Scope of Work items or reference to terms and conditions of Purchase
Order / Contract (these are covered in other documents such as data sheets, lists, the Requisition etc.).
This document is intended to be a framework for defining the requirements for supplied equipment, not
services. It is recognized that there is often a small services component associated with the supplied
equipment (e.g. site supervisions, site testing, user training, etc..) and this can be included herein with
caution. If the scope of services becomes significant, it is recommended that that scope be defined in a
separate Scope of Services (or Scope of Work) document, rather than within this specification.

A Specification is a technical description of the requirements for design, fabrication, equipment,

materials, and services acquired and used to complete a project. Specifications generally fall into the
following types:

 Procurement Type Specification:

Procurement type specifications provide the specific requirements for the procurement of materials,
services and fabricated, engineered, or manufactured equipment, structures, commodities, or work
items. These specifications contain the engineering technical requirements for each specific piece of
equipment, material or service.

 Construction / Site Services Type Specification:

Construction / site services type specifications define the methods, procedures, materials, fabrication,
erection, installation, testing, inspection and other construction requirements to a third party (e.g.
construction contractor).

 Functional / Performance Specifications:

Functional and performance specifications essentially set the following:

 Performance Criteria.
 Base equipment requirement.
 Any standardized supply requirements, if required.
 Other Specifications:
These documents can be produced for a variety of reasons (e.g. for design services, to deal with basic
design criteria or overall system concepts and provide guidance and direction in executing design work).

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SPECIFYING METHODOLOGY:

1. Coordination with Datasheets:

 Specifications may not be required for simple equipment that can be adequately defined by the
information on an equipment datasheet. Specifications are more likely to be required for complex
equipment or where it is necessary to provide extra specifying information that is not covered by the
datasheet or not appropriate for inclusion on the datasheet.
 Where a specification is written to cover multiple equipment items of the same type (e.g. a
specification for centrifugal pumps or for electric motors), the specification will define the
requirements applicable to all covered equipment items (e.g. all centrifugal pumps or all electric
motors). The data sheets will identify the differences between individual tagged equipment items
(e.g. will indicate requirements specific to each individual pump or motor).
 It may not be possible to eliminate duplication of information between specifications and
datasheets, but this should be avoided as far as practical.
2. Coordination with Drawings:

 As a rule, both the performance requirements and the codes and standards belong in the
specifications, not on the drawings.
 Show sizes and dimensions on drawings, not in the specifications.
 Specifications and drawings shall be complementary and without duplication or contradiction.
3. Coordination with Requisitions:

Ensure that the associated Requisition includes line items corresponding to all equipment, materials
(including consumables) and services that are defined in the specifications and datasheets

4. Codes and Standards:

 As far as possible, specify materials, equipment, and workmanship by reference to documents

generally known to the industry (e.g., API, ASME, and ANSI). These references shall be to nationally
recognized industry standards, technical society standards, federal regulations, and military
specifications, as appropriate.
 To the maximum extent practical, reference to requirements in other documents (such as Codes and
Standards) shall be to those that are normally used by industry and set minimum acceptable
standards that suppliers are familiar with. The advantages of using these types of references include:
 Reducing the volume of information in our specifications.
 Preventing unnecessary writing where such standards exist.
 Providing proven and accepted standards of manufacturing and construction.
 A blanket statement requiring conformance to the entire publications of any industry is not
enforceable and should not be included in the specification. For example, do not use the statement
"shall conform to NFPA." Each citation shall reference the specific standard to which the work must
conform (e.g. shall conform to NFPA 70).
 Provide a complete reference to the code or standard being cited. For example, a correct code
reference will read "NEMA MG1, Type 2 motor." The statements "NEMA Type 2 motor" or a "Type 2
motor" are not complete or correct.
5. Cross Referencing:

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 When making cross-references to other specifications, avoid nominating section numbers in the
referenced specification.
 Use cross-referencing to general / project specifications, wherever they are applicable, to minimize
repetition and to standardize products and work.
6. Manufacturer References:

 A reference to a specific manufacturer, manufacturer's model number or part number should be

avoided to prevent skewing of the tender process. It is usually not acceptable in government
specifications. Where possible, always specify performance requirements, materials, industry codes
and standards.
 Sole Sources:
Whenever possible, avoid specifying sole source. Do not sole-source specify a product without the
approval of the Project Manager. Follow the customer's guidelines and approval procedures in the
use of sole-source procurement.

 Approved Equal
Whenever possible, avoid using "approved equal" references. Specify the product by reference to an
acceptable industry standard, technical society standard, federal specification, military specification,
or by writing a comprehensive performance specification. Specify the essential features of the
product to establish the basis for determining the equality of another manufacturer's product. When
"approved equal" must be used, identify the approval authority in the specification (e.g. contractor,
customer, or purchaser).

 Use of Manufacturer's Data and Specifications:

Great care is needed to ensure that a specification can be used for open bidding. Examine
performance characteristics and product features carefully to ensure that they are generic and not
unique to only one manufacturer's product. Wherever possible, avoid using information from a
specific manufacturer as the basis for writing a specification.

7. Attachments:

 Wherever possible, avoid attachments to a specification.

8. Over-specifying:

 Specifications identify the technical requirements that are required to meet the project needs. Do not
go beyond those needs (e.g. unnecessary labelling or unnecessary testing) as this introduces
additional cost or delivery time. Specifications should reflect requirements that are typical of the
industry being serviced.
9. Motherhood Statements:

 Avoid vague non-descript words and statements. Such terms as "first class", "good workmanship",
"skillful", "all applicable standards", “fit for purpose” and "best" are not definable and must not be
used. These statements lead the engineers and the customer into a false sense of security and
usually result in an unenforceable and inadequate specification or additional cycles of effort in
tender review when suppliers take exception to these statements.
10. Commercial Warranties and Guarantees:

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 Commercially relevant factors associated with warranties and guarantees are not included in a
specification. Instead, these are included in the commercial sections of the purchase order or
subcontract agreement. Keep the specification technical. Commercial matters are a subject to be
covered in the commercial paperwork generated by procurement / contracts personnel.
11. Performance Guarantees:

 The technical aspects of any performance guarantees should be included in the specification and
must be specific. The following must be clear.
 What is to be guaranteed
 What are the minimum or maximum values involved
 What type of tests are required
 What records must be made
 The specification should not contain any commercial details of any performance guarantees. Values
of penalties or bonuses in connection with performance capabilities belong in the commercial part of
the purchase documents.
 The originator is required to identify any additional areas of performance that warrant penalties or
bonuses. These requirements are to be highlighted in the Instructions to Procurement in the
Requisition.
RECOMMENDED LANGUAGE AND WRITING STYLE:

12. Specification titles should be simple, direct, and generic.

13. Specifications are written communications that state general and specific procedures and
requirements for a project. They are legally enforceable as part of the contract documents and
should be treated with concern and respect for their legal status. Therefore, it is essential that a
specification be clear, correct, complete, and concise.
14. Good writing style promotes accuracy, brevity, and clarity. Writing styles that sometimes cause
problems in specifications are complicated sentences and stilted language. The following are some
simple rules for good style:

 Use short sentences.

 Use complete sentences rather than fragments, except in lists.
 Whenever possible, use simple declarative statements.
 Avoid complicated sentences where the omission or insertion of a comma (or other punctuation) can
change the meaning or create ambiguity.
15. Generally, refer only to the two parties of a contract (e.g., the Contractor and the Owner) as defined
by project management. Avoid references to a manufacturer, installer, and subcontractor where
possible.
16. Spell out the month's name (e.g. 24 December 1985, or December 1985).
17. Identify specified values either as maximum, minimum, or approximate (or a similar identifier).
Alternatively, include a tolerance range.
18. Vocabulary

 Select and use words carefully. Use each in its precise meaning.

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 Use the same word or phrase for each reference to an item to avoid confusion. Once a word and its
meaning are selected for use, use the same word throughout the specification whenever that
meaning is intended.
 Do not use synonyms that may have a slightly different meaning.
 Choose words and terms that are clearly understood. Define any word or term that has a possibility
of ambiguity or misinterpretation.
 Verify with management the use of the following terms: "at the expense of the contractor," "at no
additional cost," and "at no cost to the construction manager."
 The following are some common examples of misuse or ambiguity in terms found in specifications
along with suggested guidance for their correct use:
 Amount and Quantity:
Use the word “amount” when writing about money. Use the term “quantity” when writing about
number, linear measure, area, and volume.

 And, Or, And / Or:

“And” joins elements of equal grammatical value or of contrasting characteristics. “And” can also
mean plus or added to the preceding quantity. “Or” is used to introduce any of the possibilities in a
series. Use one or the other, because the two words together (and/or) are meaningless.
 Any:
The word “any” can mean a limited number selected at the discretion of the reader. “Repair any
cracks” can mean the cracks selected by the contractor, while “repair cracks” definitely means every
crack.
 Approval:
When using the term "approval" or “approved” be clear on what is intended. Is it written approval,
approval by TQ, or other? Always identify the approval authority (e.g. approved by the purchaser).
 Balance and Remainder:
Use the word “balance” when writing about money. Use the term “remainder” for the left over.
 Bidder:
The word "bidder" should not be used in the specification.
 Consists of, consisting of:
When describing a portion of the work, do not use the words "consists of" or "consisting of" because
these are too restrictive. Use more general words such as "includes" or "including."
 Contractor:
The meaning of the terms "contractor" and "contracting officer" will vary, depending on the
customer.

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  Either and Both:
Use of the word “either” implies a choice between two options. Do not use the term “either” (e.g.
“glass sidelights on either side of the door”), if the requirement is to have glass sidelights on both
sides of the door.
 Install, Furnish, and Provide:
“Install” means to place in position for service or use. “Furnish” means to provide or supply, and
“provide” means to furnish, supply, or make available.
 Insure, Assure, and Ensure:
To “insure” is to issue or procure an insurance policy. “Assure” is to give confidence to or convince a
person of something. “Ensure” is to make certain in a way that eliminates the possibility of error.
 Manufacturer:
The term "manufacturer" means the person or firm producing or fabricating the product. When
requesting installation instructions, product data, or similar items in a construction or procurement
contract, use the word "Manufacturer's" and not "Contractor's" or "Supplier's."
 Observe and Supervise:
“Observe” means to watch or view the execution of work, while “supervise” means to oversee and
have direction of the work.
 Party and Entity:
The word “party" refers to a signatory of a contract, such as the owner or the contractor (in an
owner contractor agreement). When the intent is to include persons, firms, subcontractors, or others
involved in the construction process who are not signatories of the contract, use the generic term
“entity”.
 Replace and Provide New:
“Replace” can be construed to mean requiring re-installation of removed materials in contrast to
providing and installing new materials.
 Shall:
Use "shall" when a required task or action is mandatory (e.g. gears shall be lubricated with...).
 Should:
Use “should” to indicate when a task or action is recommended, but not mandatory.
 Will:
Use "will" to indicate an action that will take place but will be accomplished by someone or
something other than the Supplier / Contractor. This is not a required command, policy, order, or
regulation (e.g. water will freeze at..., the purchaser will witness the test).
 Must, Is To:
Avoid using the terms “must” and “is to”.

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  Shop Drawing:
The term "shop drawing" means working drawings that are used or furnished by the manufacturer
(or construction contractor) and that provide complete and detailed fabrication requirements.
 Site:
The word "site" means the area or location in which the work is to be installed and/or constructed.
 Supplier:
The term "supplier" means the party (manufacturer, fabricator, agent, or supplier) entering into a
procurement contract or purchase order to supply materials or equipment described in the contract
documents.
 The following are indefinite terms that should not be used because they cannot be enforced:
 Accurate workmanship
 Carefully performed
 Etcetera (etc.)
 First class workmanship
 Good working order
 Highest quality or grade materials
 Intended purpose
 Neatly finished
 Pleasing lines or appearance
 Properly connected or assembled
 Reputable manufacturer
 Securely fastened, mounted, or installed
 Skillfully fitted or placed
 Smoothly finished
 Suitable for the intended purpose
 Suitably housed
 Thoroughly cleaned
 Workmanlike manner
 Best practice
 Do not use the following terms:
 Hereinafter
 Hereinbefore
 Herewith
 Wherein
DOCUMENT STRUCTURE AND CONTENT:

The following sections define the recommended structure for Specifications. The content of each
specification will be dependent upon its subject, so it is not possible to define a structure that suits all
specifications. The following structure will be generally appropriate for many (typical) specifications.
Sections should be deleted where they are not appropriate (e.g. the “Construction and Erection” section
may be deleted from an equipment specification, or the “Design” section may be deleted from a
construction specification). Sections should be added where required. Sections may be re-arranged or re-
defined when necessary, however the overall structure and order of applicable sections should be
maintained if it is appropriate. Some sections may be covered by another project specification (e.g. there

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may be a project Site Conditions specification that covers the requirements of the “Site Location and
Environment Conditions” section). In such situations, the applicable section may be retained, with a
reference to the appropriate project specification.

DO NOT repeat items that are covered in general project specifications such as surface protection, piping
materials, noise limits, site conditions and climate. DO NOT repeat items covered by applicable national,
international or other industry standards. If applicable, these specifications and standards should be
nominated in Section 2 of this document and referenced in the body text where appropriate.

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This checklist is a checking tool for use while creating the specification. It should not be included in the
issued version of the specification. This checklist should be deleted from the specification document after
the checklist has been completed.

Objective To ensure that all key parameters are included when preparing technical specifications.

Applicability This checklist covers the required content for equipment specifications. It is particularly applicable to
Package Unit Equipment and Major Equipment Packages.

Item Description Y N NA Comments

GENERAL

1. The specification provides details for: ☐ ☐ ☐

2.  List all applicable codes, standards, regulatory and permit requirements. ☐ ☐ ☐

3.  Where there is discrepancy between statutory, international, national ☐ ☐ ☐

and local codes and this specification or its attachments, the hierarchy for
applying standards is defined. This statement is included in the
specification.

4.  Special process, operating, safety, environmental, human factor ☐ ☐ ☐

engineering, maintenance or quality requirements to be met.

5.  Technical requirements for safety reviews (e.g. HAZID, HAZOP, Control ☐ ☐ ☐

HAZOP, constructability, etc.), other design or model reviews. Do not
define scope of supply.

6.  Interface details at equipment limits, or other tie-in points / battery ☐ ☐ ☐

limits. Each discipline provides specific details.

7.  Design margins and contingency allowances. ☐ ☐ ☐

8.  The requirement for equipment layout to allow for possible future ☐ ☐ ☐

expansion or plot size limitations.

9.  The requirements for pre-assembly / modularization (for major field ☐ ☐ ☐

assembled packages).

10.  Any special transportation requirements or limits. This includes ☐ ☐ ☐

dimensions, weights, lifting methods, packaging and protection for
shipping, allowances for dynamic forces during transportation, etc. It also
includes requirements for any long-term site storage prior to installation.

11.  Technical requirements for spare parts, special tools, maintenance and ☐ ☐ ☐
lifting devices.

12.  Design life. ☐ ☐ ☐

13.  List any 3rd Party audits or reviews. ☐ ☐ ☐

14.  Technical aspects of any required performance guarantee(s). Do not ☐ ☐ ☐

include contain any commercial details.

15.  Technical requirements for Factory Acceptance Testing and Site ☐ ☐ ☐

Acceptance Testing, as applicable.

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 Item Description Y N NA Comments

16.  Safety, environmental and quality requirements. ☐ ☐ ☐

17.  Technical requirements for temporary supports and bracing for ☐ ☐ ☐

transportation.

18.  The choice of name plates. State whether name plates are to be ☐ ☐ ☐
Supplier’s standard, submitted Customer approval, or Customer’s
standard. As a minimum, name plates must be meet statutory
requirements for the installed location.

19.  Match-marking, if required for site assembly by others, including bolt ☐ ☐ ☐

tensioning limits and earthing / grounding connections across flanges.

20.  For offshore projects located in seismic zones, the weight and position of ☐ ☐ ☐
center of gravity of equipment is critical. In this case the proposed weight
control procedure and maximum allowable acceleration forces are
designated by Worley.

21.  The specification states the Supplier’s responsibility to: ☐ ☐ ☐

22.  Comply with the specifications. ☐ ☐ ☐

23.  Use proper design, workmanship and materials in meeting the ☐ ☐ ☐

specification requirements.

24.  Provide instrumentation, motors, etc. to specified standards from ☐ ☐ ☐

Preferred Equipment List for reasons of standardization.

25.  Select appropriate materials of construction. Refer to project Basis of ☐ ☐ ☐

Design document. If there is any doubt as to what materials are
appropriate, consult a materials specialist. Asbestos bearing materials are
not allowed.

26.  Declare the presence of all hazardous materials. ☐ ☐ ☐

27.  Bring to the attention of the Principal any conflicts between technical ☐ ☐ ☐
specifications and codes.

28.  Supply equipment that is easily and safely maintained and operated. ☐ ☐ ☐

29.  Spelling / grammar check has been completed. Proofing language has ☐ ☐ ☐
been set to that required by the project.

ERECTION / SITE WORKS

30. Where applicable, the specification provides details for:

31.  Pre-commissioning and commissioning at the job site. ☐ ☐ ☐

32.  Erection of the equipment or materials at job site. Include information of ☐ ☐ ☐

any national and/or local labor agreements, and site conditions of
contract.

33.  Any relevant site work practice requirements, including any site ☐ ☐ ☐
construction / site safety / conduct requirements / permitting that the
Customer may have.

34.  Customer induction requirements. ☐ ☐ ☐

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 Item Description Y N NA Comments

35.  Site access, accommodation and travel requirements. ☐ ☐ ☐

36.  Cyclone or storm readiness requirements, if applicable. ☐ ☐ ☐

37.  Any special mobilization / demobilization requirements, including ☐ ☐ ☐

inspection or weed control requirements for equipment and machinery
brought to site.

SITE CONDITIONS AND UTILITIES AVAILABLE

38. The specification provides details for:

39.  The installation location of the equipment. ☐ ☐ ☐

40.  Environmental conditions to which the equipment will be exposed. ☐ ☐ ☐

Include meteorological Data and Miscellaneous Data from the Design
Criteria.

41.  Other relevant sections of Design Criteria. ☐ ☐ ☐

42.  All utilities available at the site, and where necessary, attach prints of the ☐ ☐ ☐
Utilities and Water Analysis sheets from the Basic Design Criteria.

43.  Requirements for winterization, steam tracing, electric heating, sand / ☐ ☐ ☐

dust storm protection and sun protection.

44.  Any other considerations arising from consultation with the Construction ☐ ☐ ☐
and Contracts Departments.

PIPING AND INSTRUMENTATION DIAGRAMS / PROCESS REQUIREMENTS

45. The reference documents shall include:

46.  Typical Piping and Instrumentation Diagrams (P&IDs), Process Flow ☐ ☐ ☐

Diagrams, equipment list, line lists and valve schedules (where available)
according to the Project Standards.

47.  P&ID legend sheet (where applicable). ☐ ☐ ☐

48.  Numbering requirements for equipment, instruments, piping and valves, ☐ ☐ ☐

where applicable.

49.  Heat and Material Balances and Process Flow Diagrams (where ☐ ☐ ☐
applicable).

50.  The specification provides details for: ☐ ☐ ☐

51.  Requirements for overpressure protection and pressure relief systems. ☐ ☐ ☐

52.  Requirements for low temperature protection. ☐ ☐ ☐

53.  Equipment sparing and isolation philosophy. ☐ ☐ ☐

PIPING REQUIREMENTS

54. The specification provides details for:

55.  Any project specific specifications for piping design, materials, valves and ☐ ☐ ☐

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 Item Description Y N NA Comments

fittings. These documents are not issued if the Supplier’s standards are
accepted.

56.  Any mandatory layout requirements (such as equipment spacing, ☐ ☐ ☐

personnel access, egress and clearances, maintenance clearances,
operability, accessibility and visibility of valves and instruments.

57.  Any transportation size limitations for module piping. ☐ ☐ ☐

58.  Utility connections for each utility. ☐ ☐ ☐

59.  The provision of mating or blind flanges. Details specified by Piping ☐ ☐ ☐

Section.

60.  Minimum and non-standard pipe sizes (e.g. 1¼”, 2½”, 5”, etc.). ☐ ☐ ☐

61.  The limit of any allowable nozzle loads. ☐ ☐ ☐

62.  Any special package limit conditions, such as cutting length allowances for ☐ ☐ ☐
hook-up spools, accessibility requirements, overall dimensions, overall
weight, etc.

63.  Location of tie-in points and tie-in schedule. ☐ ☐ ☐

64.  Any requirement for Supplier’s supply of piping materials for ‘on site’ ☐ ☐ ☐
assembly. State whether fabricated spools, unconnected elements of
spools or removable spools are to be provided.

65.  Piping layout to allow for fitting of insulation. ☐ ☐ ☐

66.  Piping to be complete with hydrostatic vents and low point drains for site ☐ ☐ ☐
hydro-testing.

STRUCTURAL REQUIREMENTS

67. The specification provides details for:

68.  Any special requirements for certification or weight control. ☐ ☐ ☐

69.  Any project specific specifications for ladders, platforms, railings, floor ☐ ☐ ☐
openings and structural steel. These documents are not issued if the
Supplier’s standards are accepted.

70.  Use of grid mesh or checker-plate for walkways, etc. ☐ ☐ ☐

71.  Any requirement for skid-mounting of the equipment. If skid mounted, ☐ ☐ ☐

the skid must be suitable for lifting and anchoring to foundations.

72.  Any requirement for the Supplier to provide platforms, ladders and ☐ ☐ ☐
railings when large components are not supplied as assembled units.

73.  Any requirement for the Supplier to provide anchor bolts, levelling shims, ☐ ☐ ☐
embedment plates, grout material etc.

74.  List how equipment will be supported (i.e. gravel, concrete, piles or other ☐ ☐ ☐
structure, etc.). If supported on piles or metal work, then the number and
spacing of piles should be specified.

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 Item Description Y N NA Comments

75.  Details of fire proof coatings for structural steel, where required. ☐ ☐ ☐

76.  The specification states the Supplier’s responsibility to identify where ☐ ☐ ☐

protective packing of a skid unit differs from remainder of the equipment.

MECHANICAL ENGINEERING REQUIREMENTS

77. The specification provides details for:

78.  Any project specific specifications for vessels, heat transfer equipment, ☐ ☐ ☐
pumps, compressors and turbines. These documents are not issued if the
Supplier’s standards are accepted.

79.  HVAC requirements, where relevant ☐ ☐ ☐

80.  Special requirements for lubricants, where required. ☐ ☐ ☐

INSTRUMENTATION REQUIREMENTS

81. The specification attachments include project specific:

82.  Instrument Cable Specification. ☐ ☐ ☐

83.  Instrument Material Specification. ☐ ☐ ☐

84.  Instrument Installation Specification. ☐ ☐ ☐

85.  Automation and Control Specification. ☐ ☐ ☐

86.  Instrumentation Requirements for Packaged Equipment Specification ☐ ☐ ☐

87.  Instrument Earthing Specification ☐ ☐ ☐

88.  Instrument Junction Box Specification ☐ ☐ ☐

89.  Fire and Gas Requirements. ☐ ☐ ☐

90.  Approved Supplier List for Instrumentation. ☐ ☐ ☐

91.  Cause and Effect Diagrams. ☐ ☐ ☐

92.  Instrument Testing Specification. ☐ ☐ ☐

93.  Instrument tags / labels. ☐ ☐ ☐

94.  Control logic philosophy. ☐ ☐ ☐

ELECTRICAL REQUIREMENTS

95. The specification provides details for: ☐ ☐ ☐

96.  A project specific specification for electrical equipment. ☐ ☐ ☐

97.  The electric motor specification. ☐ ☐ ☐

98.  Electric Cable Specification. ☐ ☐ ☐

100.  Electrical Installation Specification ☐ ☐ ☐

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 Item Description Y N NA Comments

101.  Junction / terminal box specification. ☐ ☐ ☐

101.  Hazardous Area Classification of the equipment. ☐ ☐ ☐

102.  Earthing / grounding philosophy. ☐ ☐ ☐

103.  Wiring requirements for equipment: ☐ ☐ ☐

104.  Completely pre-wired by Supplier, terminating in junction boxes; ☐ ☐ ☐

105.  Wired up on site. ☐ ☐ ☐

106.  Location of termination and junction boxes for cables for battery ☐ ☐ ☐
limits.

107.  Electrical equipment detailing parameters (available voltage levels and ☐ ☐ ☐

their defined uses, frequency, etc.).

108.  Heat tracing requirements. ☐ ☐ ☐

109.  Cathodic protection requirements ☐ ☐ ☐

SAFETY AND RISK ENGINEERING REQUIREMENTS

110. The specification provides details for:

111.  Escape route and safety equipment layout criteria (for package units). ☐ ☐ ☐

112.  Fire proof zone requirements. ☐ ☐ ☐

113.  Blast Protection. ☐ ☐ ☐

114.  Allowable vibration and noise limits. ☐ ☐ ☐

115.  Emission, discharges and waste limits. ☐ ☐ ☐

116.  Requirements for safety guards. ☐ ☐ ☐

117.  Requirements for safety signs. ☐ ☐ ☐

PAINTING REQUIREMENTS

118. Where the equipment or materials are painted by the Supplier, a painting
specification is provided that includes:

119.  The surface preparation required. ☐ ☐ ☐

120.  The requirements for prime coats and final finish. ☐ ☐ ☐

121.  Galvanization requirements. ☐ ☐ ☐

122.  Different treatments for different elements (e.g. exposed or non-exposed ☐ ☐ ☐

surfaces, insulated areas, carbon or stainless steel).

123.  Any required color coding and / or labelling for piping and other systems. ☐ ☐ ☐
Any required finish colors for equipment.

THERMAL INSULATION REQUIREMENTS

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 Item Description Y N NA Comments

124. The specification provides details for:

125.  A project specification for insulation providing details for heat ☐ ☐ ☐

conservation, personnel protection or cold conservation insulation

126.  List refractory specifications for fired equipment. ☐ ☐ ☐

127.  Any requirement for insulation for other reasons. If so, specify which ☐ ☐ ☐
items are to be insulated and whether insulation is to be fitted or
supplied loose. In the latter case specify that installation instructions must
be provided by the Supplier.

128.  Requirements for heat tracing, where applicable. ☐ ☐ ☐

ACOUSTIC INSULATION REQUIREMENTS

129.  List maximum allowable noise level. ☐ ☐ ☐

130.  The requirements are specified separately, but similarly to Thermal ☐ ☐ ☐

Insulation above.

METALLURGICAL AND WELDING REQUIREMENTS

131. The specification provides details for:

132.  Any information concerning special or unusual corrosive / erosive / low ☐ ☐ ☐

temperature conditions.

133.  Any requirement for material certification (e.g. impact testing, ☐ ☐ ☐

normalizing, stress relief, material tracing reports, heat treatment
records, or positive material identification) that is extra to Code.

134.  Non-Destructive Examinations performed by the Supplier. ☐ ☐ ☐

QUALITY ASSURANCE (QA) REQUIREMENTS

135.  The project QA requirements for a plant must be detailed fully and ☐ ☐ ☐
included in the specification documentation.

Comments

Specification for the delivery of 3D models, CAD drawings.

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1. General

1.1 Scope of Specification

This specification, along with the relevant codes and standards and the other prescribed / referenced
general specifications and related documents determine the overall technical requirement for design,
materials, manufacture, marking, inspection and testing, packing and shipment of valves.

1.2 Definitions
List definitions of terminology used in this specification only.
DO NOT include definitions of Contractor, Supplier, Principal, etc. These are defined in the Purchase Order
or Contract terms and conditions. Where reference to these terms is required in the text of the
specification, the author shall ensure that the reference matches the definitions in the Contract Terms
and Conditions. Speak to your project’s Procurement/Contracts team to understand what terminology
you should use in this and other project documents when describing the various entities involved. This
provides consistency between the commercial and technical documents that form the enquiry package /
purchase order.
The following definitions shall apply to this specification.

Table 1 Definitions

Term Definition

Approved Unless specifically stated otherwise, the term “approved”, where used in this specification,
shall mean approved in writing by the Purchaser.

Purchaser The party that awards the contract to the supplier. The purchaser may be the owner or owner’s
authorized agent.

Company Name of the Company

Manufacturer The Organization selected to manufacture the product

Project Name of the project

Shall The word ‘shall’ indicate a requirement

Should The word ‘should’ indicate a preference

Inspector Company nominated third party or Company designated representative

NACE “NACE” means compliance with requirements of NACE MR0103 / NACE MR 0175 / ISO 16156 (as
applicable)

New Valve Unused valves from the original manufacturer through the supplier and received by purchaser
without modifications by parties other than the original manufacturer or other third-party
organizations approved by purchaser.

Valve purchase descriptions Within the scope of this specification, this term refers to the purchase order, the valve
descriptions attached to this specification, and the requirement of this specification.

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1.3 Abbreviations
Where the below list of abbreviations exceeds one page, it is recommended to move this list to an
Appendix. In which case, replace the table below with a sentence referring the reader to the relevant
Appendix
The following abbreviations shall apply to this specification.

Table 2 Abbreviations

A a

AWWA American Water Works Association

ASTM American Society for Testing and Materials
ASME American Society of Mechanical Engineers
API American Petroleum Institute

B b

BS British Standards

M m

MRP Material Requisition to Purchase

MRQ Material Requisition to Quote
MSS Manufacturers Standardization Society

N n

NACE National Association of Corrosion Engineers

NSF National Sanitation Foundation
NPS Nominal Pipe Size

P p

PO Purchase Order
PWHT Post Weld Heat Treatment

1.4 Site Locations and Environmental Conditions

Provide the required information about the site, equipment operating conditions, environmental
conditions for construction workers, as appropriate to the equipment, materials or service being
specified. Refer to standard project specifications, or transfer information from the Project Basis of
Design / Design Criteria to here, as appropriate.

1.5 Site Access and Accommodation

This section is applicable to specifications involving elements of construction or site services. Include this
text when not covered by other project specifications, or cross refer to the applicable general project
specifications.

1.6 Units of Measure

Include when not covered by other general project specifications.

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2. Applicability Standards and Publications

When specifying applicable standards, always nominate those listed in the project Basis of Design or
Design Criteria. Do not specify alternate standards to the Basis of Design or Design Criteria. Transpose
information from Project Basis of Design / Design Criteria to here, as appropriate.
Avoid highlighting certain features within a code. Unless a requirement is deleted, everything within the
referenced code is assumed to be required. Highlighting parts of a code merely serves to devalue the
remainder of the code and can lead to confusion or ambiguity.
The list of the international codes and standards specified shall be used as a guideline for Purchase of
Valves General Specification. However, care shall be taken to specify / list the codes and standards
prevalent in the country / region where the project is located, and which may be stipulated by the local
regulatory / statutory authorities.
All work shall comply with the applicable standards and publications listed in this section. Unless specified
otherwise, the latest issue of a code or standard shall be defined as the issue, including addenda or
supplements, termed mandatory by the code authority at the date of the award of the order, unless
otherwise determined by the regulatory agency having authority over the item’s final location. If an
applicable standard or publication is revised and re-issued during the execution of the Purchase Order /
Contract, the Supplier / Contractor shall bring this to the attention of the Principal / Purchaser / Customer.
The Principal / Purchaser / Customer will determine which revision shall apply.
Some requirements in this specification may be modified by specific requirements in the Purchase
Specification. In case of conflict, the specific requirements in the purchase specification supersede this
specification. Conflicts between this specification, the contract documents, the Purchaser’s drawings
and/or other specifications or a specific issue of a referenced code or standard shall be brought, as soon as
possible, to the PURCHASER’s attention. The SUPPLIER or Construction Subcontractor shall request a
written resolution from the PURCHASER and shall not proceed with the work until a written resolution is
received from the PURCHASER.
Any deviation from this specification must be approved, in writing, by PURCHASER. Such written approval
must be obtained prior to the commencement of any work which would constitute such a deviation.

2.1 Order of Precedence

Order of Precedence of documentation will often be specified in the enquiry documentation created by
procurement, in which case Section 2.1 below should be deleted. As a minimum, the spec author should
confirm the correct order of precedence with the project manager and/or procurement.
The requirements of the standards and publications referenced in this specification shall be applied in the
following order of precedence:

a. Government acts, regulations and statutory requirements.

b. Purchase Order
c. Project Data Sheets
d. Project Drawings
e. This Specification
f. Principal Specifications and Publications
g. Referenced Codes and Standards

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Any conflict between the minimum requirements of the above documents shall be brought to the
Purchaser’s attention for resolution, prior to award.
An alternate specification or design may only be used when it satisfies the government and statutory
requirements and offers a benefit to the project. All such alternatives shall require approval from
Principal.

2.2 National, International and Industry Standards

Indicate the standard number, title and revision (or issue date) of the required standards. Generally, the
latest / current edition (revision) will be required. Always confirm that the revision (or issue date) listed in
the specification is current (or correct as required by the Basis of Design or Design Criteria).
The applicable national, international and industry standards and publications include:

Table 3 National, International and Industry Standards

Document Number Revision Document Title

or Date

American Petroleum Institute (API)

API 20A Carbon Steel, Alloy Steel, Stainless Steel and Nickel Base Alloy Castings for use in
the Petroleum and Natural Gas Industry

API 594 Check Valves: Flanged, Lug, Wafer, and Butt-welding

API 598 Valve Inspection and Testing

API 599 Metal Plug Valves – Flanged, Threaded and Welding Ends

API 600 Steel Gate Valves – Flanged and Butt-welding Ends, Bolted Bonnets

API 602 Gate, Globe, and Check Valves for Sizes DN 100 (NPS 4) and Smaller for the
Petroleum and Natural Gas Industries

API 607 Fire Test for Quarter-turn Valves and Valves Equipped with Non-metallic Seats

API 608 Metal Ball Valves-Flanged, Threaded and Welding Ends

API 609 Butterfly Valves: Double-flanged, Lug-and Wafer-Type

API 623 Steel Globe Valves –Flanged and Buttwelding Ends, Bolted Bonnets

API 6D Specification for Pipeline and Piping Valves

API 6FA Specification for Fire Test for Valves

API 6FD Specification for Fire Test for Check Valves

American Society of Mechanical Engineers (ASME)

ASME Boiler and Welding and Brazing Qualifications

Pressure Vessel Code,
Section IX

ASME Section I Power Boilers

ASME B1.1 Unified Inch Screw Threads (UN and UNR Thread Form)

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 Document Number Revision Document Title
or Date

ASME B1.20.1 Material Verification Program for New and Existing Alloy Piping Systems

ASME B16.5 Pipe Flanges and Flanged Fittings

ASME B16.10 NPS ½ Through NPS 24 Metric/Inch Standard

ASME B16.11 Face-to-Face and End-to-End Dimensions of Valves

ASME B16.25 Forged Fittings, Socket-Welding and Threaded

ASME B16.34 Buttwelding Ends

ASME B16.47 Valves – Flanged, Threaded and Welding Ends

ASME B31.3 Large Diameter Steel Flanges

ASME B36.10M NPS 26 Through NPS 60 Metric/Inch Standard

ASME B36.19M Process Piping

Manufacturers Standardization Society (MSS)

MSS SP-06 Standard Finishes for Contact Faces of Pipe Flanges

MSS SP-25 Standard Marking System for Valves, Fittings, Flanges and Unions

MSS SP-45 Bypass and Drain Connections

MSS SP-55 Quality Standard for Steel Castings for Valves, Flanges and Fittings and Other
Piping Components – Visual Method for Evaluation of Surface Irregularities

MSS SP-80 Bronze Gate, Globe, Angle, and check Valves

MSS SP-134 Valves for Cryogenic Service, including Requirements for Body/Bonnet
Extensions

National Association of Corrosion Engineers (NACE)

MR0103 Petroleum, petrochemical and natural gas industries – Metallic materials

resistant to sulphide stress cracking in corrosive petroleum refining
environments.

MR0175 / ISO 15156-1 Petroleum and natural gas industries –Materials for use in H2S-containing
environments in oil and gas production.

National Sanitation Foundation (NSF)

NSF-61 Drinking Water System Components – Health Effects

American Water Works Association (AWWA)

AWWA C515 Reduced-Wall, Resilient-Seated Gate Valves for Water Supply Service

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3. Health, Safety and Environment

3.1 Hazardous Materials

The following materials shall not be used or installed:

 Asbestos in any form.

 PCBs (poly-chlorinated biphenyls).
 Mercury.
 Any paints containing lead or chromates.
The following is text that applies in Australia
In addition, there are strict guidelines for the handling of Synthetic Mineral Fibers (SMF) in Western
Australia. These may only be used when there is no alternative material available and only when
approved by the Principal. Detection of these products by Australian Customs or AQIS (Australian
Quarantine and Inspection Services) agents will delay delivery and require removal prior to release.

4. Technical Requirements

This section covers the requirements for design, assembly, fabrication and manufacture, assembly,
construction, erection and surface protection.
The structure of this section will be entirely dependent upon the type of equipment, material or service
being specified. The sub-sections shown here are merely suggestions. It may be appropriate to break this
section up by discipline, by equipment component or by other means.

4.1 Design

4.1.1 General
 The valve purchase order description and purchase specifications detailed in this specification shall be
used in the purchase and specification of new valves. Any substitution to or variance from this
specification shall be approved in writing by purchaser before implementation.
 Codes, standards, and specifications referred to in this specification, in the valve purchase descriptions,
or in any referenced document forming a part of the requirements of this specification in the manner
and to the extent specified.
 Modifications shall not be performed on a valve to bring it into conformance with the valve purchase
description without the written approval of the purchaser.
 Modification to a valve shall maintain the manufacturer’s warranty.
 Valve dimensions shall conform to the dimensions specified in ASME B16.10, Face-to-Face and End to-
End Dimensions of Ferrous Valves.
 All valves shall be capable of sealing with design pressure applied from either end of the valve, with the
exception of check valves.
 Valves in liquid service shall be designed to avoid trapping liquids in the valve body.

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 As a minimum, all ‘o’-rings and elastomers used in valve classes CL600 and above shall be explosive
decompression resistant / anti-explosive decompression (AED) types.
 All valves with non-metallic seats or intended for use in hydrocarbon service shall be fire tested and
certified in accordance with API 607 or API 6FA.
 Where possible, valves shall be designed so that maintenance can be carried out without the use of
special tools. Where such tools are required, the Supplier shall provide full details at the Quotation
stage.
 Valves in firewater service shall be fire safe qualified and certified in accordance with UL listings and
FM approvals.
 Flanged ends shall be forged or cast integrally with the valve body. Valves offered with flanges welded
to the valve body shall be clearly identified at the quotation stage.
 Removal of flanges from cast body valves for the supply of butt weld end valves, is not allowed.
 When cast steel bodies are specified, it shall be of one-piece cast. Welding to pressure retaining parts
is not permitted.
 Where butt weld ends are specified, the weld preparation shall be in accordance with ASME B16.25
and 100% radiographed after machining.
 Valve bonnet, cover or cap type (bolted, welded, pressure seal, etc.) will be defined on the valve data
sheet. A welded bonnet or cap shall be secured with a full-strength full penetration weld. The weld
quality, heat treatment and examination requirements shall be in accordance with API 602.
 Whenever necessary as per the requirements of the project, individual detailed valve datasheets shall
be furnished and referenced in the purchase material requisition of valves for the procurement of the
valves.
 Bolting for valves shall be as specified in the Valve Datasheet / Descriptions. However, bolt diameters
less than ½” can be supplied as per manufacturer’s standard. Valves in sour service shall have sour
service bolts.
 Valves to be used in sour service shall have all components conform to NACE MR0103. The valve
descriptions will indicate this requirement by one of the following statements:
a. “Sour”
b. “Sour Service”
c. “NACE”
d. “NACE MR0103”
e. “MR0103”

 Where metal is deposited as an overlay such as satellite, both the parent material and the overlay shall
conform to NACE MR0103.
 Flanged valves 24-inch NPS and smaller shall have ASME B16.5 flanges. For valves larger than 24
inches, flanges shall be ASME B16.47 Series A unless otherwise specified.
 When forged valve bodies are specified, substitution of casting is not permitted.
 Bonnet gaskets shall be as follows:
a. Class 150 and 300 Soft iron, corrugated, or serrated, or Spiral wound SS with
Graphoil filler.
b. Class 600 and up Spiral wound SS with Graphoil filler.

 Valve pressure-temperature ratings shall be in accordance with ASME B16.34 or the referenced
standard.

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 If requested in the purchase order, information on pressure-temperature ratings shall be submitted for
approval by the purchaser.
 Valves provided with integral by-passes shall conform to the same codes and standards as the principal
valve. The bypass valves shall be a globe or other Purchaser approved type.
 Socket weld end valves made of drilled / reamed threaded end valves shall be acceptable if all of the
following apply:
a. All threads are removed
b. The socket step is in accordance with API 602
c. The minimum wall thickness specified by API 602 is not compromised
d. Fabrication is performed in an authorized shop

4.1.2 Design Deviation

In the event of the Supplier proposing a deviation to the specified design after order placement, the
Supplier shall submit a Design Deviation Request form for approval in accordance with the procedure
referenced in the “Applicable Documents” list included in the Purchase Requisition.
In the absence of any specific deviations, the Bid shall be construed as full compliance to specifications and
standards and any deviations after the placement of Purchase Order will not be considered for acceptance.

4.2 Materials
A clear definition of allowable materials of construction is necessary either in the specification or the
data sheet(s). Alternatively, statements of supplier / contractor liability to provide suitable materials
that conform to the design conditions and performance guarantees may be substituted. These
requirements need to be aligned with the project Materials Selection Report.

 Materials shall be as specified in the valve purchase descriptions. All materials shall be new and
unused.
 Consideration shall be given to pressure/temperature limitations of secondary materials not
specifically identified (e.g., soft sealing and seat/ seat ring materials).
 Substitution of castings in which pressure-retaining parts have been specified as forged shall not be
permitted without the written approval of the purchaser.
 Substitution of materials for materials specified on the purchase order or in the valve purchase
description shall not be permitted without the written approval of the purchaser.
 If not specified, bonnet bolting material shall be in accordance with the valve design standard.
 Rubber and plastic components in contact with process fluid shall be manufactured from virgin
materials. Reprocessed materials shall not be permitted.
 Lubricants with a viscosity greater than kerosene shall not be used in the assembly of internal “wetted”
components, including the stems of valves without approval of the purchaser.
 NACE valves including bolting shall conform to NACE requirements.
 Valve trim materials, seals and gaskets are generally specified in the valve description. The supplier
shall request approval in writing for use of alternative material at the quotation stage. An example of
such substitution might be SS 17.4PH in lieu of SS316, which will be acceptable in some applications
but not in others. In all cases, the Supplier shall consider possible galling and corrosion in his selection
of trim materials.
 All Jointing, packing and sealing materials shall be asbestos free.

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 When valves are required to conform to NACE MR0175 or MR0103, the hardness requirements of the
standard must not be exceeded. Hardness testing shall be performed without damaging any
component. For small items, e.g., springs, pins etc. which cannot be hardness tested individually, the
manufacturer shall conduct tests on a random basis by selecting components from production runs or
stores batches to ensure that the product complies fully with NACE MR0175 or MR0103 requirements.
All springs manufactured from Inconel shall be grade X750.
 When post weld heat treatment (PWHT) of valves is required, the valve manufacturer's
recommendations shall be followed to prevent damage.
 All materials, substances, products or manufacturing and fabrication processes shall not constitute a
toxic, microbiological or organoleptic hazard.
 Selection of stem packing and sealing materials shall consider the effects of extrusion, creep, thermal
expansion, thermal decomposition, erosion resistance and compatibility with the service fluid(s).

4.2.1 Acceptable Substitutions

 Where ASTM A216 Gr. WCB bodies are specified, substitution with ASTM A216 Gr. WCC is acceptable.
 Where ASTM A216 Gr. WCB bodies are specified, substitution with ASTM A352 Gr. LCC is acceptable, as
long as the trim material is consistent with the purchase order.
 Where API Trim 1 or API Trim 8 is specified, substitution with API Trim 5 is acceptable.
 Where API Trim 10 is specified, substitution with API Trim 12 is acceptable.
 Where type 304 SS is specified, substitution with type 316 SS is acceptable. Maximum carbon content
must also match.

4.3 Fabrication and Manufacture

State the required fabrication / manufacturing techniques, such as forged, cast and welding. Include heat
treatment, machining, special surface preparation or any other special features.

4.3.1 Ball, Butterfly and Plug Valves

 Ball valves with resilient seats shall have electrical continuity in accordance with API 608.
 Sleeve-lined plug valves shall have electrical continuity in accordance with API 599.
 Ball valves having the ball extending outboard of the valve ends shall not be permitted without the
approval of the purchaser.
 All ball valves that are required to be fire safe shall be certified to the requirements of API 607 or
where applicable as a minimum to API 6FA. “Mono-block” type double or single block and bleed ball
valves shall be of manufacturers proven design and shall comply with the technical requirements of
this specification and the details on the applicable valve datasheet.
 Unless specifically modified on the datasheet, or with written Customer agreement, all plug valves shall
be pressure balanced, metal seated, tapered plug, with regular pattern thru-bore. The plug shall be
case hardened and coated with the manufacturer’s standard anti-friction coating. If there are
requirements for specific CV due to pressure throttling, this shall be noted on the valve data sheet or
PO.
 Ball valves shall be of anti-static design. The anti-static design / device used shall ensure electrical
continuity between ball, stem and body. The use of a conductive stem seal is not permitted as the sole
means of achieving anti-static function.
 Lubrication and sealant injection systems shall be provided on the valve where stated on the applicable
datasheet(s). Injection points shall incorporate a check valve and a button head universal grease nipple

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 with a screwed cap. Ball and seals shall be self-lubricating unless otherwise specified. The
manufacturer shall supply details of recommended lubricants.
 The butterfly valves shall be High Performance Triple Offset. All high-performance triple offset butterfly
valves shall be double flanged, bi-directional sealing zero leakage, metal seated design. Valve body
seats maybe insert replaceable or integral. Integral body seats, if used, shall be suitably hard faced.
Generally, disc seats shall be the replaceable type retained via bolting/screws, per manufacturers
standard design Discs on butterfly valves shall be attached to the valve shaft by mechanical means
(keyed or spline, etc.) only.
 All ball and butterfly valves shall be bidirectional unless specifically specified.
 Valve handles shall be heat resistant and capable of withstanding direct exposure to fire without
becoming inoperable.
 All ball valves shall be equipped with external positive stops in the closed and open positions and an
integral locking device using plates with holes for a lock. It shall be able to be locked in the fully open
and fully closed position.
 When specified, the drain valve/cavity relief valve shall be a flanged or welded valve.
a. The size of the valves shall be in accordance with Table 4 below unless otherwise specified on the
valve’s description.

Table 4 Size of Valves

NPS Main Valve NPS Drain Valve

2 – 4 inches (DN 50 – DN 100) ½ inch (DN 15)

6 – 8 inches (DN 150 – DN 200) ¾ inch (DN 20)

10 – 48 inches (DN 250 – DN 1200) 1 inch (DN 25)

 Supplier shall submit allowable pressure-temperature curves or tables with the quotation/bid package
for ball, butterfly, plug and other type of valves which may not conform entirely to ASME B16.34 full
flange pressure-temperature rating.
 Metal seated ball valves shall be designed in accordance with API 608. All other ball valves shall be
designed to ASME B16.34.
 The minimum pressure rating of “soft seated” ball valves shall be as listed in API 608 Table 1 for PTFE
seats in Class 150 and 300. In higher classes the pressure rating for “soft seated” ball valves up to 100°F
(38°C) shall meet the rating of the flanges and shell.
 The pressure temperature ratings for metal seated valves shall be the same as the flanges and body.
 If lever operators are specified in the purchase order, the supplier is to notify the Purchaser if the
required lever for the valve is longer than 36 inches (914 mm).
 As appropriate, butterfly valves shall be designed in accordance with API 609. All other butterfly valves
shall be designed to ASME B16.34.
 The minimum pressure rating of “soft seated” butterfly valves up to 400°F (204°C) shall meet the
pressure temperature ratings in API 609 Table 3.
 For bolt sizes 1 1/8” diameter and larger use 8-pitch-thread series.

4.3.2 Gate, Globe and Check Valves

 Gate valves 2” NPS through 24” NPS shall be designed to API 600.
 Gate, globe, and check valves ¾” NPS through 1 ½” NPS shall be designed to API 602.

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 Wafer check valves shall be designed to API 594.
 All other gate, globe, or check valves shall be designed to ASME B16.34.
 Stem packing for gate and globe valves shall be “Graphoil” or equivalent.
 Gate and globe valves shall be of the back-seating design.
 All gate valves for NPS 6” and up shall be provided with “flexible wedges”.
 Butt weld valves in the 600, 900, 1500, and 2500 lb. ratings shall be “short pattern”, unless otherwise
stated in the Purchase Order. The removal of flanges from cast body valves to supply butt weld ended
valves is not allowed.
 Bolted bonnets / covers shall be used, unless the applicable datasheet nominates a welded style
bonnet. The welds on welded bonnet valves shall be full penetration welds. Threaded bonnet valves
with seal welds are not acceptable.
 For piping systems where pressure surges are a concern or other cases where special types of check
valve not covered by the above are required (i.e. axial flow non-slam types), these shall be designated
as SP items and fully detailed on datasheet(s).
 Unless specified on the datasheet(s), check valve bodies shall be of one-piece cast or forged design,
including integral flanged designs/types. Body seat rings, where not integral, shall be securely locked in
position.
 Gate and globe valves shall be outside screw and yoke (OS&Y) rising stem types.
 Generally straight pattern globe valves with standard conical type plug / disc shall be used. Where
pressure drop across the globe valve exceeds 50 percent of the upstream pressure or specific CV
curves is required, then the disc/plug shall be wing guided or of the "V" port pattern or multi disc
labyrinth type. All such cases shall be properly detailed on a data sheet.

4.3.3 Butt-Welding End Valves

 Weld bevel and end preparation for butt-welding end valves shall be in accordance with ASME B16.25.
a. Carbon and alloy steel valves shall be in accordance with ASME B16.25, Figures 2 and 3.
b. Stainless steel, nickel, and nickel alloy valves shall be in accordance with ASME B16.25, Figures 4,
5, and 6.

 If necessary to furnish butt-welding end valves with ends internally taper-bored to match the specified
schedule (weight or thickness), end to-end (or center-to-end for angle valves) dimensions shall be
furnished if tapering results in nonstandard end-to-end (or center-to-end) dimensions. This
information shall be submitted as part of the quotation.
 The bore of butt-welding end valves specified as Schedules 10, 20, 30, 40, 60, 80, 100, 120, 140, or 160
(without the suffix ‘S’) and standard, extra strong, or double, extra strong shall be in accordance with
ASME B36.10M.
 The bore of butt-welding end valves specified as Schedules 5S, 10S, 40S, and 80S shall be in accordance
with ASME B36.19M.

4.3.4 Flange Finish

 Unless otherwise specified in the valve purchase description or purchase order, the finish for gasket
contact faces of flanged ends shall be in accordance with ASME B16.5 or B16.47, as applicable.
 Scratches or other damage to gasket contact surfaces greater than permitted in accordance with ASME
B16.5 or B16.47, whichever is applicable, shall not be permitted.

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4.3.5 Valve Operators
 Unless otherwise specified in the valve purchase descriptions, manually operated valves shall be
designed to function with a maximum of 360 N (80 lbf) total rim force on the operator at a differential
shut-off pressure equal to 100 percent of full pressure rating at 38ºC (100ºF) rating across the valve.
 Manually operated valves shall be provided with individual levers, wrenches, handles, or handwheels.
All levers, wrenches, handles, and handwheels shall be made of metallic materials and coated or
painted.
 Gear operated valves shall be provided in accordance with the following:
a. Gear operators shall be weatherproof, dust proof, and filled with a grease suitable for -50°F (-
46°C).
b. Gear operator shall have an integrally mounted mechanical position indicator showing the fully
open and fully closed position and shall be rotatable a minimum of 90 degrees.
c. The valve manufacturer or manufacturer’s authorized distributor shall install gear operators.

4.3.6 Valve Body Tappings

 Location of valve body tappings, if specified, shall be in accordance with ASME B16.34 or MSS SP 45.
 Tappings having female taper pipe threads in accordance with ASME B1.20.1 shall be fitted with solid
forged plugs. These plugs shall be in accordance with ASME B16.11 and be of the same basic
metallurgy as the valve body material.
 Tappings having socket-welding openings shall be in accordance with ASME B16.34 and shall be fitted
with plastic plugs.
 The valve purchase description shall state tapping connection type and orientation.
 Threaded tapped holes in valve bodies, if required for bolting to external flanges, shall be in
accordance with ASME B1.1.

4.3.7 Pressure Relief of Valve Cavity

 Generally, valve shall have self-relieving seats unless otherwise specified. If valves are required to have
the high-pressure face of the ball (plug, wedge, etc.) drilled to relieve fluid trapped in the valve cavity,
the high-pressure side of the valve body shall be stamped. API 6D double block (DDB) or double
isolation options provide further details on this characteristic and shall be specified on the valve data
sheet, if needed.

4.3.8 Marking for Flow Direction

 Globe valves shall be marked by a permanent means with a flow arrow or bridge wall marking to
indicate the direction of flow, which results from pressure under the valve seat or disc. The preferred
method of marking is for arrows to be cast or forged into the valve body.
 Check valves and other valves with unidirectional flow shall be marked by a permanent means with a
flow arrow to indicate the direction of flow.
 Use of stamping or other marking method shall not affect the required pressure thickness. Stamping
shall be with “low stress” steel stamps.

4.3.9 Extended Bonnet Valves

 Stems for extended bonnet valves for cryogenic service shall be made of one piece only and be per
MSS SP-134. Welded stems and stems of two or more pieces shall not be permitted.

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 Extended bonnets shall be designed to permit the valve to be installed with the stem in the vertical
position or within 45 degrees of vertical without risk of leakage or seizure.
 Cryogenic Service: When Cryogenic Service is specified in the valve item description, valves are
intended for service between below -101°C (-150°F) and -196°C (-321°F).

4.3.10 Blowout Proof Stems/Shafts

 The stem or shaft shall be designed so that if failure of the stem-to-disc, failure of the shaft-to-disc, or
internal failure of the stem or shaft occurs, no portion of the stem or shaft can be ejected from the
valve as a result of internal pressure.

4.3.11 Repair Work

Provide some instructions regarding the responsibility of the supplier around repair work

 Casting repairs shall be made in accordance with the API 20A/ASTM specification to which the casting
was procured.
 Repair of castings by impregnation with metallic or non-metallic materials shall not be permitted.
 Weld repairs shall not be permitted on cast iron, ductile iron, or bronze valves.
 All weld repairs must be brought to the attention of the purchaser for approval. The purchase has the
option to reject any casting that requires weld repairs.

4.4 Painting and Surface Protection

Only include special requirements for painting, coating or surface protection that are not covered by
other general project specifications. Otherwise reference those specifications. Ensure that project
standards or requirements for finish colors are covered.

 Unless otherwise specified, austenitic stainless steel, nickel-based alloy, and nonferrous valves shall not
be painted.
 Unless otherwise specified, all external surfaces of ferritic valves shall be prepared, primed, and / or
painted in accordance with the manufacturer’s standard paint/ procedure.
 Where ever required, the valve shall be painted as per Project Specific Painting System and
Specification and shall be clearly referenced in the Valve Purchase Requisition.

4.5 Marking

Include requirements for name plates and labels where not covered by other general project
specifications. Otherwise reference those specifications.

4.5.1 Manufacturer’s Marking

 Each valve shall be marked in accordance with ASTM material specifications, valve design standards,
and MSS SP-25.
 Valves manufactured with dual-certified materials shall have both material designations shown.
 Forgings or castings not marked in accordance with their applicable ASTM standards shall not be
permitted.
 If valve is specified for a particular service in the valve description, supplier/manufacturer shall attach
an additional tag identifying the service (e.g., for catalyst service).

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4.5.2 Valve Tagging Guidelines
 Each valve shall be tagged with the purchaser’s valve tag number that accurately represents the valve.
 Valve tags shall be configured as follows:
a. Tags shall be 16-gauge (min) 316 stainless steel material and shall be 20 mm (3/4”) high x 75 mm
(3”) long min.
b. Letter and number heights shall be a minimum of 4.5 mm (3/16 inch).
c. Tags attached to valve handles shall not be permitted.

 Tags shall be attached in a manner that does not interfere with the installation or operation of the
valves.
 For carbon steel valves in Low Temperature Service (LCC / or LF2 body material), an additional tag
showing “LOW TEMP SERVICE” shall be attached.
 Tags shall be clearly stamped with the project valve number (and contract number, if specified).
 If specified on the purchase order, each valve shall be tagged with a separate tag showing the valve
packing material/type.
 All markings shall be clearly legible.

5. Quality Inspection, Testing

The structure of this section will be entirely dependent upon the type of equipment, material or service
being specified. The sub-sections shown here are merely suggestions. It may be appropriate to break this
section up by discipline, by equipment component, by test type, or by other means.

5.1 General
 Prior to shipment each valve shall be checked visually. Any valve not in the “as-new” condition will be
cause for rejection by the Purchaser.
 Prior to shipment each valve shall be checked for proper tagging. Improper tagging will be cause for
rejection by the Purchaser.
 Each valve shall be given both an in-process and final inspection by the manufacturer.
 Inspectors shall review all internal and external surfaces of each valve for the following features:
a. Steel surfaces shall be in accordance with MSS SP-55.
b. Stems shall be free of scratches, dents, or other types of damage.
c. Pressure-containing welds shall be visually checked to be in accordance with ASME B31.3, for
normal service.
d. Threads shall be free of defects or damage.

5.2 Quality Assurance (Examination by purchaser)

Inspection and/or tests shall be reviewed and/or witnessed by the purchaser at the supplier’s or the
manufacturer’s facility at a mutually convenient time.

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5.3 Pressure Testing
 All valves, after full completion of assembly, shall be hydrotested at the highest test pressure stipulated
in the applicable codes and standards. No parts shall be removed or replaced with shop parts without a
written consent by the Purchaser.
 High pressure closure tests shall be performed on all Class 1500# gate, globe and check, valves 3” NPS
and larger in accordance with API 598.
 The optional high pressure and low-pressure closure test for ball valves shall be conducted in
accordance with API 598. High pressure closure test will be witnessed by the purchaser at his option.
 Pressure testing of austenitic stainless-steel valves shall be in accordance with the following:
a. Water having less than 50 ppm chloride content shall be used for pressure testing.
b. After pressure testing, test water shall be immediately drained, and valves shall be dried by
blowing with oil-free dry air or dry nitrogen (-29°C [-20°F] dew point) at a temperature not greater
than 60°C (140°F).

 The type or style of valve stem packing (or seals) used during pressure testing shall be the same as that
specified to be provided with the valve.
 Test durations shall not be less than those nominated in API 6D for valves complying with API-6D.
Other valves, as indicated on the applicable valve datasheet shall have hydrostatic testing carried out
per API-598.
 High performance butterfly and ball valves shall be tested as follows:
a. Resilient Seated Valves
“Zero leakage” in accordance with Section 3 of API 598.
b. Metal Seated Valves
“Class V” bi-directional in accordance with Section 4.2.5 of ANSI / FCI 70-2 or equivalent.

 Valve leakage rate shall be as per API 6D for soft and metal seated valves.

5.4 Vacuum Testing

When a vacuum service is specified in the valve item description, vacuum testing shall be performed in
accordance with a procedure approved by the purchaser. Purchaser's Inspector shall witness the test, and
the test results shall be submitted to the Purchaser for review.

5.5 Non-Destructive Examinations

Non-destructive examinations shall be conducted by qualified personnel to the extent specified in the
applicable ASTM, API, and/or ASME specifications.

5.6 Fire Testing

All soft seated ball valves that are specified as fire rated must be tested and approved in accordance with
the latest edition of API 607/API 6FA/6FD.

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6. Preservation, Packing and Shipping

Only include special requirements of a technical nature regarding shipment that are not covered by other
standard packing / shipping specifications or instructions. Specify requirements for on-site storage.
Include contingency to allow for delays in site construction.

 Valves shall be shipped in a cardboard box, in a wooden crate, or on a wooden pallet and shall be
packed to prevent shifting within the container.
 Valves shall be shipped with the correct stem packing installed and the gland follower tightened.
 Closure positions for valves for shipment shall be as follows:
 Gate and globe valves shall be shipped in the closed position.
 Plug and ball valves shall be shipped in the open position.
 Butterfly valves shall be shipped with the disc cracked open (i.e. off the seat).
 Check valves that have blocking between the seat and piston / disk / ball to prevent in-transit damage
to the seat shall be tagged to indicate that blocking is installed. The tag shall indicate that the blocking
is required to be removed before installation. The manufacturer shall be responsible for determining if
valves require blocking.
 Threaded or socket-welded openings shall be closed with metal or plastic protectors to prevent dirt
and other foreign matter from entering the interior of the valve.
 Flange facings and butt-welding ends shall be protected for shipment as follows:
a. The entire gasket seating surface or butt-welding end shall be covered with wood, plastic, or metal
covers.
b. The protection covers shall prevent dirt and other foreign matter from entering the interior of
the valve and damaging the flange facings or buttwelding bevels.
c. If flange facings or butt-welding bevels are protected with metal covers, a layer of non-
metallic material shall be provided between the valve and the cover.
d. Tape shall not be used as the sole covering method.

 Valves shall be prepared for shipment in a manner that avoids damage to or atmospheric corrosion of
internal or external surfaces or parts during sheltered storage and transport.
 If required by purchaser, outdoor storage shall be indicated in the valve purchase description.
 Padded slings, cables, chains, or bands shall be used to prevent damage to valves during handling and
transportation.
 Unless otherwise specified, machined or threaded surfaces of ferritic valves shall be coated with an
easily removable, rust-preventive compound. For valves that have been cleaned for special service,
rust-preventive compounds shall not be permitted.
 If specified in the purchase order, austenitic stainless-steel valves shall be enclosed by wrapping in a
vapor-proof barrier material.

7. Documentation

Reference any relevant project documentation standard(s) that are applicable to Suppliers or
Contractors. Consider any specific documentation requirements for both pre-award and post award.
Requisitions will include a Supplier Data Requirements List (SDRL). This section should not be a repetition

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of the SDRL but may provide additional detail that supports the SDRL.
Engineering Data Requirements (Submittals)

 Certified Drawings
If requested by the purchaser, certified dimensional drawings shall be provided that show the
following information.
a. Valve design code/standard.
b. Valve inspection and testing code/standard.
c. NACE compliance standard (if applicable).
d. End-to-end dimensions.
e. Center line to the top of the valve stem or operator dimensions in both the open and closed
positions.
f. Weight of individual valves (including weight of operators).

 Welding Procedures
a. Welding Procedure Specifications (WPS) and Procedure Qualification Records (PQR) shall be in
accordance with ASME Boiler and Pressure Vessel Code, Section IX.
b. Individual WPS and PQR shall be available for examination by the purchaser upon request.
c. If specified on the purchase order, a WPS and a PQR shall be submitted to the purchaser for
approval before the start of manufacturing.

 Material Certification
a. This section shall apply to all valves with body and bonnet material specified to an ASME (SA
or SB) specification.
b. If requested by purchaser, the manufacturer’s certificate of compliance with the referenced
ASME specification for the body and bonnet shall be provided.
c. The certification shall also state compliance with applicable ASME specifications for the
bonnet bolting.
d. If required by purchaser, these documents shall be identified with the purchaser’s purchase
order number and valve tag number and shall be signed by the manufacturer’s authorized agent.
e. ASTM materials may be substituted for materials specified as ASME if the ASME specification is
indicated (below the title) to be identical with the corresponding ASTM specification for the grade,
class or type produced.
f. The manufacturer shall state the dual certified on the certificate of compliance.
g. ASTM specification substitutions shall be submitted for approval by purchaser before
processing the purchase order.

 Material Test Reports

a. If requested by purchaser, the manufacturer’s Material Test Reports for the body and bonnet
that show actual results of chemical analyses and mechanical tests in compliance with the
referenced ASTM specification shall be furnished.
b. The test reports shall be traceable to each valve production lot.
c. The test reports shall be identified with the purchaser’s purchase order number and valve tag
number and shall be signed by the manufacturer’s authorized agent.

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 d. If required by purchaser, impact testing shall be in accordance with the requirements of ASME
B31.3. Results shall be recorded on the manufacturer’s Material Test Reports.

 Installation Instructions
a. The manufacturer’s instructions for installation, welding, and post weld heat treatment for all
socket-welding and butt-welding end valves shall be provided.
b. If required by purchaser, instructions for disassembly and reassembly of valves shall be
provided.
c. If disassembly of valves is required, a list of the manufacturer’s recommended replacement
parts shall be provided.
d. If a manufacturer does not require special procedures, a written certification to this effect
shall be provided with the valves.

 Other Manufacturer Documents

a. For all valves not manufactured in accordance with a national standard, both the maximum
allowable hydrostatic shell and closed-seat test pressures that valves can be subjected to during
field pressure testing shall be provided.
b. If requested by purchaser, the following procedures shall be provided:

i. Bolted joint connection (i.e., bolting pattern and torque).

ii. Cleaning.
iii. Field installation.
iv. Final inspection.
v. Heat treatment.
vi. In-process inspection.
vii. Marking.
viii. Non-destructive examination.
ix. Packing.
x. Painting.
xi. Pressure testing.
xii. Repair.
xiii. Shipping.
xiv. Supplemental high-pressure testing.
xv. Tagging.
xvi. Valve assembly.
xvii. Welding.

c. The procedures shall be written such that a person familiar with the type of work described can
complete the task by following instructions in the document.
d. If engineering data other than that listed in this specification is required by the purchaser, a
statement of those requirements shall be included in the request for quotation and/or purchase
order.

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