COMPLETE REVISION

January 2018

Process Control

PIP PCDPS001
Packaged Equipment Instrumentation Documentation
Requirements Sheet and Instructions
 PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES

In an effort to minimize the cost of process industry facilities, this Practice has
been prepared from the technical requirements in the existing standards of major industrial
users, contractors, or standards organizations. By harmonizing these technical requirements
into a single set of Practices, administrative, application, and engineering costs to both the
purchaser and the manufacturer should be reduced. While this Practice is expected to
incorporate the majority of requirements of most users, individual applications may involve
requirements that will be appended to and take precedence over this Practice.
Determinations concerning fitness for purpose and particular matters or application of the
Practice to particular project or engineering situations should not be made solely on
information contained in these materials. The use of trade names from time to time should
not be viewed as an expression of preference but rather recognized as normal usage in the
trade. Other brands having the same specifications are equally correct and may be
substituted for those named. All Practices or guidelines are intended to be consistent with
applicable laws and regulations including OSHA requirements. To the extent these
Practices or guidelines should conflict with OSHA or other applicable laws or regulations,
such laws or regulations must be followed. Consult an appropriate professional before
applying or acting on any material contained in or suggested by the Practice.

This Practice is subject to revision at any time.

© Process Industry Practices (PIP), Construction Industry Institute, The University of Texas
at Austin, 3925 West Braker Lane (R4500), Austin, Texas 78759. PIP Member Companies
and Subscribers may copy this Practice for their internal use. Changes or modifications of any
kind are not permitted within any PIP Practice without the express written authorization of
PIP. Authorized Users may attach addenda or overlays to clearly indicate modifications or
exceptions to specific sections of PIP Practices. Authorized Users may provide their clients,
suppliers and contractors with copies of the Practice solely for Authorized Users’ purposes.
These purposes include but are not limited to the procurement process (e.g., as attachments to
requests for quotation/ purchase orders or requests for proposals/contracts) and preparation
and issue of design engineering deliverables for use on a specific project by Authorized
User’s client. PIP’s copyright notices must be clearly indicated and unequivocally
incorporated in documents where an Authorized User desires to provide any third party with
copies of the Practice.

PUBLISHING HISTORY
December 1999 Issued January 2018 Complete Revision
December 2007 Complete Revision
February 2014 Reaffirmation with
Editorial Revision
Not printed with State funds
 COMPLETE REVISION
January 2018

Process Control

PIP PCDPS001
Packaged Equipment Instrumentation Documentation
Requirements Sheet and Instructions
Table of Contents
1. Scope ........................................... 2
2. References .................................. 2
Process Industry Practices ...................... 2

3. Instructions for Completion of

the Documentation
Requirements Sheet ................... 2
4. Sample Documentation
Requirements Sheet ................... 3

Data Form
PIP PCDPS001-R – Packaged Equipment
Instrumentation Documentation
Requirements Sheet

Process Industry Practices Page 1 of 4

PIP PCDPS001 COMPLETE REVISION
Packaged Equipment Instrumentation Documentation Requirements January 2018
Sheet and Instructions

1. Scope
This Practice provides the purchaser with the method for preparing
PIP PCDPS001-R, Packaged Equipment Instrumentation Documentation Requirements Sheet.

Packaged equipment suppliers should also become familiar with the symbology used.

This Practice contains key information about the requirements of the owner which are important
to clearly communicate to the Packaged System Supplier. The documentation requirements sheet
is to be completed by the designer with owner input, review, and approval.

This documentation requirements sheet is to be used in conjunction with PIP PCSPS001 and PIP
PCTPS001.

2. References
Applicable parts of the following Practices shall be considered an integral part of this Practice.
The edition in effect on the date of contract award shall be used, except as otherwise noted. Short
titles are used herein where appropriate.

Process Industry Practices (PIP)

– PIP PCSPS001 - Packaged Equipment Instrumentation Specification
– PIP PCSPS001-D - Packaged Equipment Instrumentation Data Sheet
– PIP PCTPS001 - Packaged Equipment Instrumentation Inspection and Testing
Requirements Sheet

3. Instructions for Completion of the Documentation Requirements Sheet

3.1 Below are listed the key fields which require a decision by the purchaser for
documentation requirements. This form should be completed and should accompany the
request for quotation. A completed sample of a portion of the documentation
requirements sheet is also included below to demonstrate its use.
3.1.1 Document Type Legend:
X = Original (native file)
P = Print
E = Electronic searchable file
N/A = Not Applicable
3.1.2 Time Legend: (Weeks)
A = After contract award
B = Before work starts
C = After work complete
D = Weekly
E = Shipment

Process Industry Practices Page 2 of 4

PIP PCDPS001 COMPLETE REVISION
Packaged Equipment Instrumentation Documentation Requirements January 2018
Sheet and Instructions

4. Sample Documentation Requirements Sheet

Document Type Legend: Time Legend: (Weeks)

X = Original A = After contract award D = Weekly
P = Print E = Electronic searchable file B = Before work starts E = Shipment
N/A = Not Applicable C = After work complete

With Approval Certified As-Built

Quote Copies Copies Copies
DOCUMENTATION
No. No. No. No.
Type Type Time Type Time Type Time

1. GENERAL
2. Statement of compliance X
3. List of non-compliant items X
4. List of exceptions to specification X
5. Piping and Instrument Diagrams (P&ID) P 3P A4 1E2P B4 1E C2

6. Completed instrument data sheets P 3P A10 1E4P A16 1X1E C2

4.1 In this example, the owner requires a statement of compliance, list of non-compliant
items, and a list of exceptions to the specification to be provided by the packaged
equipment supplier along with the quote.
4.2 Regarding Piping and Instrument Diagrams (P&ID), the owner requires:
4.2.1 A sample print along with the quote (note: sample print is a specification
requirement)
4.2.2 Three approval prints four weeks after award of contract
4.2.3 One electronic and two printed certified copies four weeks before work starts
4.2.4 One electronic media copy of as-builts two weeks after work is complete
4.3 Regarding instrument data sheets, the owner requires:
4.3.1 A sample data sheet along with the quote
4.3.2 Three approval prints 10 weeks after award of contract
4.3.3 One certified electronic and four prints of certified copies 16 weeks after award
of contract
4.3.4 One original and one searchable electronic media of as-builts 2 weeks after work
is complete
4.4 Regarding original electronic media, the owner requires all files to be editable (native
files).
4.5 Specific electronic file types may be specified by owner in PIP PCDPS001-R, as shown
in the following example.

Process Industry Practices Page 3 of 4

PIP PCDPS001 COMPLETE REVISION
Packaged Equipment Instrumentation Documentation Requirements January 2018
Sheet and Instructions

ELECTRONIC FILE TYPE FOR FINAL DOCUMENTATION (example only)

Category File Type

Piping and Instrument Diagrams (P&ID) Autocad version 2017

Completed instrument data sheets Microsoft Excel .xlsx file

Process Industry Practices Page 4 of 4

 ASSOC. PIP: DOCUMENTATION
PCDPS001-R
PCDPS001 REQUIREMENTS SHEET
PAGE 1 OF 4
PACKAGED EQUIPMENT INSTRUMENTATION JANUARY 2018

FACILITY NAME/LOCATION:
ITEM NAME: PURCHASER/LOCATION:
ITEM TAG NO.: JOB NO.:
SERVICE: PURCHASER ORDER NO.:
UNIT: SUPPLIER/LOCATION:
P&ID NO.: SUPPLIER ORDER/SERIAL NOS.: /
1. Submittal of documentation is a condition of invoice payment. Refer to contract or purchase order.
2. Purchaser review of documentation shall not relieve supplier of responsibility.
Instructions
1. Complete and return this form with quotation.
2. Submit “With Quote” documentation with quotation.
3. Supplier shall submit documentation in compliance with documentation requirements sheet(s) as regards timing,
quantity, and form of documentation.
4. Documentation shall be identified by project, purchase order or contract number, and item number.
5. All drawings and documents shall be black on white with clear image suitable for reproduction. Drawings and
documents shall show information for this project only. Purchaser, at its sole discretion, may accept preprinted standard
data if applicable information is clearly indicated and nonapplicable information is cross-hatched out.
6. “As Built” documents and data books shall be submitted at time of equipment completion.
7. If hard copy data books are required, data shall be provided on three-hole paper and bound in hard covers. Unless
clarity is adversely affected, drawings shall be reduced to scale on 11-inch by 17-inch paper. If the clarity of reduced
drawings is adversely affected, large drawings shall be folded and placed in heavy-duty, three-sided plastic covers and
inserted into the binders.
8. Identify supplier representative responsible for documentation:
NAME:
TITLE:
PHONE:
EMAIL:

DEFINITIONS
1. Approval: Submitted for purchaser review and comment.
2. Certified: Certified correct by purchaser/supplier and incorporates comments by purchaser from approval copy.
3. As Built: Incorporates modifications made during fabrication.

REMARKS

NO. DATE REVISION BY APPROVED

 ASSOC. PIP: DOCUMENTATION
PCDPS001-R
PCDPS001 REQUIREMENTS SHEET
PAGE 2 OF 4
PACKAGED EQUIPMENT INSTRUMENTATION JANUARY 2018

ITEM TAG NO.: JOB NO.: REVISION DATE:

DOCUMENT TYPE LEGEND TIME LEGEND
X = ORIGINAL A = WEEKS AFTER CONTRACT AWARD
P = PRINT B = WEEKS BEFORE WORK STARTS
C = WEEKS AFTER WORK COMPLETE
E = ELECTRONIC SEARCHABLE FILE D = WEEKLY

E = SHIPMENT
WITH APPROVAL CERTIFIED AS DATA
QUOTE COPIES COPIES BUILT BOOK
COPIES COPIES
DOCUMENTATION
QTY QTY QTY QTY QTY
TIME TIME
TYPE TYPE TYPE TYPE TYPE
GENERAL
1. Statement of compliance
2. List of non-compliant items
3. List of exceptions to specification
4. Control system philosophy narrative
5. Equipment protection philosophy narrative
INSTRUMENTATION, LOGIC, EQUIPMENT PROTECTION
AND SAFETY SYSTEMS ACCEPTANCE TESTING PROCEDURES/REPORTS
6. Factory Acceptance Test (FAT) procedures
7. Site Acceptance Test (SAT) procedures
8. Material inspection and testing procedures
9. Material test reports
10. Acceptance test reports
11. Instrumentation calibration reports
12.
INSTRUMENTATION
13. Instrument Index
14. Alarm and Shutdown Setpoint List
15. Completed instrument data sheets in project format
16. Manufacturers outline drawings
17. Installation details for shipped loose instruments
18. General arrangement (plan and elevation drawings)
19. Loop diagrams (pneumatic, hydraulic & electronic)
20. Logic diagrams
21. Program listing for programmable devices
22. Piping and Instrument Diagrams (P&ID)
23. Process sample extraction conditioning systems and
installation details
24. Sample line takeoff and return line routing
25. Analyzer house documentation (layout, dimensional,
civil information)
 ASSOC. PIP: DOCUMENTATION
PCDPS001-R
PCDPS001 REQUIREMENTS SHEET
PAGE 3 OF 4
PACKAGED EQUIPMENT INSTRUMENTATION JANUARY 2018

ITEM TAG NO.: JOB NO.: REVISION DATE:

PACKAGE CONTROL SYSTEM INTERFACE
26. Network diagram
27. Network interface requirements (protocol)
28. Interface hardware and software requirements (fiber,
panels, media converters, hardware/software
version, etc.)
29. Data mapping tables and definitions

30. Hardwired I/O list

31.
INSTRUMENT ELECTRICAL
32. Electrical area classification
33. Junction Box (JB) locations with tag id
34. JB outline dimensions with conduit entrances
35. JB terminal board layout and wiring diagram
36. Grounding system design
37. Power tie-in points / distribution
38.
CONTROL PANEL
39. Control panel assembly drawing
40. Layout drawing
41. Internal wiring diagram
42. Internal pneumatic circuits diagram
43. HMI screen layouts
44. Certification requirements
45.
SHUTDOWN and INTERLOCK SYSTEMS
46. Shutdown and interlock equipment protection logic
or cause & effect drawings
47. Shutdown and interlock equipment protection wiring
diagrams
48. Equipment safety manual
49.
CALCULATIONS
50. Fast control loops response times
51. Analyzer system response time (analyzer response
time + sample system lag time)
52. Sample system flow and pressure drop
53. Analyzer building HVAC loads
54. Where building purging is approved, the Analyzer
building purge air changes rate and velocity
55. Utility consumption (Power, Instrument Air, other)
56. Sizing of flow measuring and/or flow restricting
devices
57. Orifice plate stress calculations
58. Thermowell wake frequency calculations
 ASSOC. PIP: DOCUMENTATION
PCDPS001-R
PCDPS001 REQUIREMENTS SHEET
PAGE 4 OF 4
PACKAGED EQUIPMENT INSTRUMENTATION JANUARY 2018

ITEM TAG NO.: JOB NO.: REVISION DATE:

59. Sizing of control valves and actuators
60. Sizing of pressure relief devices
61. Control valve noise level
62. Intrinsically safe / non-incendive design calculations
63.
MISCELLANEOUS
64. List of special tools including software required for
maintenance or calibration
65. List of recommended spare parts for start-up and
commissioning

66. List of recommended spare parts for one year

operation
67. Maintenance and operating manuals including
manufacturer’s catalog cut-sheets
68. Documentation index
69.
SHIPMENT
70. List of shipped loose items
71. Complete set of maintenance and operating
manuals shipped with equipment package
72. Record of discrepancies allowed by owner to permit
shipment of packaged equipment
73. Procedure for correction of listed discrepancies
including schedule and responsibility
74.
Comment: Information about documents may be included on this and additional pages. Documents listed on an associated
ITRS that are required for data books should also be listed on a DRS.
ELECTRONIC FILE TYPE FOR FINAL DOCUMENTATION
Category File Type