Deliverables/Activities

for Construction
Design
I. Typical Installation Drawings
II. Breakdown of Instrument Layout Drawing
1. Layout of Instrument Main Cableway and Main Cables
2. Plot Plans of Instrument
3. Layout of Instrument Wiring
4. Layout of Instrument Air Piping
III. Instrument Wiring List
IV. Instrument Hook-ups
1. Instrument Pressure Air Piping/Tubing Hook-up
2. Instrument Air Piping/Tubing Hook-up
3. Instrument Wiring Hook-up
4. Instrument Steam Trace Hook-up
5. Instrument Analyzer Hook-up
V. Instrument Material Take-off
1. Cable Tray Layout
2. Cable Conduit Layout
3. Direct Burial Cables
VI. Instrument Support
1. Stanchion
VII. Cable Support
1. Instrument Hook-up Materials
2. Specification
3.Miscellaneous Material for Installation
VIII. Requisition, Bid Evaluation, Procurement
1. Mechanical flow sheets
2. Panel drawings
3. Instrument location plans
4. Instrument loop drawings
5. Instrument installation details
6. Schematic control diagrams
7. Electrical wiring details
Mechanical Flow Sheets are needed to provide
information and knowledge of the entire process, an
understanding of relationship between various pieces
of equipment and comprehension of the control
schemes used for the process.

Panel Drawings include layout of instrument equipment,

piping details (if pneumatic are used) and electrical
wiring details. Piping and wiring details and necessary
for terminating tubing and cable runs between the
panel and the field.
Instrument Location Plans normally show approximate
locations of all field mounted devices.

Instrument Loop Drawings are nearly always made for

electronic instruments. The drawings show all
interconnection between elements of each loop. Less
frequently perhaps, they are made for pneumatic
systems.

Instruments Installation Details along with the electrical

wiring details provide the information necessary for the
piping and electrical craftsmen to install the instrument
hardware and accessories with the little supervision.
Schematic Control Diagrams (electrical and pneumatic)
are often necessary for the understanding of
complicated control systems.

Reference Drawings of other disciplines (piping,

electrical, architectural and structural) often speed up
for installation work and prevent mistakes.
Instrument Index may be known such as instrument list,
instrument summary sheets. It provides a complete list
of all numbered instrument items. It may contain
additional information such as reference documents
(purchase order number, Specification sheets,
installation details, etc.), service information, line or
equipment numbers, instrument makers and models,
etc.
Vendor Drawings is useful information and/or necessary
for installation, check-out and startup, but it is not
economical to reproduce all of information contained on
the drawings of vendor equipment.
 The primary purpose of installation details is to show
orientation, mounting and connections to the process.

Information necessary for the efficient installation of

instruments systems include:
a. Various types of engineering drawings
b. Instrument index list
c. Instrument specifications
d. Project schedule
e. Purchase order file
f. Vendor’s drawings
g. Construction specifications
h. Access to correspondence files
1. All materials must be suitable for the process operating
conditions (pressure, temperature, and corrosion
properties) for normal as well as extreme conditions.
Piping specifications usually designate materials for
various services and instrument specifications list
deviations from the piping specifications that are
allowed or required.

2. Where the process lines contains vapors that may

condense, the connecting instrument lines should be
arranged to self-draining, or seal pots should be
installed to ensure constant head pressure conditions
at instrument sensing elements.
3. Instrument lead lines containing dangerous fluids (i.e.
toxic, high pressure, high temperature, or corrosive)
must be properly vented or drained so that
misoperation will not result in personnel or property
damage.

4. Instrument lead lines containing fluids that may freeze

at ambient conditions must be protected by heat tracing
and insulating or by sealing with non-freezing fluid
compatible with the process fluid.
5. There are other requirements that need to be observed
for installation of instrument devices. Reference should
be made to vendors’ instruction to ensure proper
installation of various devices, particularly if the devices
serve unusual functions for special purposes.
1. Instrument drawing as per site installation
2. Instrument included for the type of the drawing
3. Material used for installation
4. Notes
A. Layout of Instrument Main Cable Way and Main Cables

B. Plot Plan of Instrument

C. Layout of Instrument Wiring

D. Layout of Instrument Air Piping and Tubing

Factors to consider:

a. Location of JB’s and Panels

b. Location of Control Room
c. Size, Type and Number of cables
d. Size of Cable Trench
e. Foundation and Equipment Layout
f. Plot Plan
a. Instrument Location Plan
b. JB Wiring
c. Piperack Drawing
d. Arrangement of Panels
1. Trench Layout for cable laying
2. Type and size of cable
3. Section and support details
4. Key plan
5. Notes and Legend
6. Reference Drawings
In this type of drawings generally are marked the
respective approximate location and elevation of
instruments.

a. Electronics Instrument Location Plan – includes

instruments with electrical signal such as 4-20mA.

b. Pneumatics Instrument Location Plan – includes

instrument with air supply.
1. Plot Plan
2. Instrument List
3. Installation Details
4. JB Wirings
5. Loop Drawings
6. P&ID
7. 3D Drawing, if available
1. Approximate location of all field instruments
2. Elevation
3. Key plan
4. Legend, notes and reference drawing
This drawing is layout of the wiring of the instrument with
electronics signal. This pertains in which JB is the
instrument connected.

Factors to be considered:
1. Electronic Device List
2. Location of JB
3. Location Of Electronic Devices
1. Instrument List/Index
2. Plot Plan
3. Instrument Location Plan
4. P&ID
5. Instrument Specification
1. Location of instruments with electronic signal
2. Wiring route
3. Cable Sizes
4. Cable support schedule
5. Cable tray installation
6. Type of instrument
7. Key plan
8. Legend, notes and reference drawing
 This drawing includes instruments with air supply.

Factors to be considered:

a. Pneumatic Device List

b. Location of Air Header
c. Location of Pneumatic Devices
d. Sizes of the Root Valves in the Header
e. Line Capacity (Number of Users per Line Size)
1. Typical Drawing of Air Piping Hook-up
2. Instrument List/Index
3. Plot Plan
4. Piping Plan
5. Instrument Location Plan
6. Instrument Specification
7. P&ID
1. Location of instrument with pneumatic signal
2. Tubing Route
3. Air supply tubing sizes
4. Instrument air consumption table
5. Key plan
6. Legend, notes and reference drawing
Instrument Wiring List is the wiring termination from field
instrument to junction box and to control room.

Factors to be considered:
a. Instruments grouping to JB’s
b. Terminal Numbers
c. Color codes of the Cable
d. Number of Pairs of Cable
e. Route of the Cable (From/To)
f. Size and Type of Cables
1. Instrument List/Index
2. Layout of Instrument Wiring
3. Plot Plan of Instruments (Instrument Location Plan)
4. Layout of Instrument Main Cable Way and Main
Cables
1. Instrument tag
2. Terminal number
3. Cable specification
4. Remarks
Instrument Hook-up Drawings is representation of
mechanical arrangement techniques for instrument
installation. It provides a utility that manages details
and components. Hook-up diagrams provides a
dynamic Bill of Materials for Instrumentation.

1. Instrument Pressure Piping/Tubing Hook-up

2. Instrument Air Piping/Tubing Hook-up
3. Instrument Wiring Hook-up
4. Instrument Steam Trace Hook-up
5. Instrument Analyzer Hook-up
The hookups are important not only for installation but
also for developing material take-offs (MTOs) for
procurement and can also used for materials
management during construction (tracking items issued
to installation contractor/department, issuing/requisition
records etc).
Factors to Considered:

a. The location of the instrument in relation to the

process connections/tapping points (whether above,
below etc), which are completed by piping department
in most cases.
b. All materials and fittings used to connect the
instrument to the process connection, the quantities of
all components (fittings, tubing, manifolds etc) are
provided.
c. The location of each component in the installation.
d. Any particulars relating to the leads such as optimum
length and sloping etc.
e. Determine the design pressure and temperature.
1. Drawing of instrument
2. Instrument tag list
3. List of materials
4. Notes
Liquid Service:
Gas Service:
Steam Service:
 Relates to the connection of devices which require air or
nitrogen for motive force, purging etc.

Factors to considered:
a. All materials and fittings used to connect the
instrument to the to the source of air or nitrogen. This
may be branch instrument air piping routed close to the
device or a manifold located some distance away
which is used to supply multiple devices. The quantities
of all components are provided.
b. The location of each component in the installation.
c. Any particulars relating to the leads such as optimum
length and sloping etc.
1. Drawing of instrument from field to air header
2. List of materials
3. Notes
Electrical Hookup diagrams are essentially to detail power
and signal connections, they may also include any
interconnections with other devices and any available
connections for communication purposes.
1. Drawing of instrument
2. Instrument tag list
3. List of materials
4. Details for specific installation
One or more of the following drawings and manufacturers’
information will supplement this specification:

a) Piping and instrument diagrams.

b) Piping orthographic drawings.
c) Piping isometrics.
d) Piping line index.
e) Product specifications, materials estimating and
installation procedures for steam tracing materials.
f) Thermal insulation specifications.
1. Drawing of Instrument
2. Instrument tag list
3. List of materials
4. Notes
Required inputs for Instrument Analyzer Hook-up:

 Drawing of Instrument
 Instrument tag list
 List of materials
 Notes
Material Take Off (MTO) is a term used in engineering
and construction, and refers to a list of materials with
quantities and types (such as specific grades of steel)
that are required to build a designed structure or item.
This list is generated by analysis of a blueprint or other
design document. The list of required materials for
construction is sometimes referred to as the Material
Take Off List (MTOL).
A Material Take Off (MTO) is the process of analyzing the
drawings and determining all the materials required to
accomplish the design. Then use the material takeoff to
create a bill of materials (BOM). Inspection does not
aid in creating a bill of materials. Procurement and
requisition are activities that occur after the bill of
materials is complete.
• Maintain a centralized and accurate record of
information for Make-To-Stock, Production,
Manufacturing and Just in Time environments.
• Improve material management by responding to
changes in production
• Control inventory levels
• Reduce obsolete parts
• Lowers manufacturing costs
• Provide what-If capabilities for estimates or
customer quotes

MTO is either an excel file or in access file format. Where

you will find the materials use for the installation,
supports, and accessories.
1. Material specifications
2. Quantity
3. Unit per materials
1. Instrument Pressure Piping/Tubing Materials
2. Instrument Air Piping/Tubing Materials
3. Instrument Wiring Materials
a. Instrument Cable
Examples of miscellaneous materials for installation:

a. U-Bolt & nuts

b. Stud bolt & nuts
c. Screw & nuts
d. Anchor bolt
e. Angle bar
f. Channel
g. Cable Ties
h. Tubing and Cable clamps (single-line, duplex,
gang strap and back plate & yoke clamp)
Stanchion is usually 2” steel pipe used to support field
instruments.

Factors to considered:
a. Number of instrument to be supported
b. Materials to be used
c. Mounting
d. Height of the stanchion
1. Drawing of stanchion
2. Details
3. Mounting details
4. Materials to be used
1. Cable Tray/Raceway Layout
In this type of layout documents, entire cable tray
routing are shown for cable layering. Interconnection
between control room to field are shown.

2. Cable Conduit Layout

In this layout, cable conduit are routed as cable
protection.

3. Direct Burial Cable Layout

Direct Burial Cables layout uses armored cables.
Required Inputs for Cable Tray/Raceway Layout:
1. Layout of cable tray routing
2. Sizes of cable tray
3. Support details
4. Elevation of cable trays
5. List of materials
6. Key plan
7. Legend, notes and reference drawing
Required Inputs for Cable Conduit Layout:
1. Conduit layout
2. Conduit sizes
3. Support details
4. List of materials
5. Key plan
6. Legend, notes and reference drawing
Requisition
Requisition is a request for something, especially a formal
written request on a pre-printed form. A requisition
document can be originated by the requester and then
using the company workflow or hierarchy rules, can be
submitted to the subsequent levels, until it is finalized
or approved and then converted to a purchase order.
While reviewing requisition, the reviewer should have
the ability to check different parameters of the
requisition with regard to the inventory levels and
financial controls.
The instrument data sheets are prepared to present a
basic information for the instrument requisition.
Bid Evaluation Analysis of the provisions of a bid or offer,
usually for the purpose of comparing the strengths and
weaknesses of the bids received based on the
requirements and criteria set forth in the invitation for
bids (IFB).
After the submission deadline, the process of opening,
examining, and evaluating bids to determine the
bidders' responsibility, responsiveness, and other
factors associated with selection of a bid for contract
award.
Procurement is the acquisition of goods and/or services at
the best possible total cost of ownership, in the right
quality and quantity, at the right time, in the right place
and from the right source for the direct benefit or use of
corporations, individuals, or even governments,
generally via a contract, or it can be the same way
selection for human resource.
Simple procurement may involve nothing more than
repeat purchasing. Complex procurement could involve
finding long term partners – or even 'co-destiny'
suppliers that might fundamentally commit one
organization to another.
Required Inputs for Instrument Requisition:
1. Project Data
2. Status and description
3. Reference persons
4. Instruction to vendor
5. Attached data sheets of instrument to be
requested
Required Inputs for Instrument Bid Evaluation:
1. Project data
2. Description
3. Requirement to be comply by vendor
4. List of different vendor
5. Result for each vendor
6. Summary
Thank You!!