020725_Attachment_A.pdf

City of Tampa David L. Tippin

BASIS OF DESIGN SUMMARY, I&C

FINAL | November

The content included in this Basis of Design has been reviewed by various organizations for technical correctness. The following individuals have provided input or technical review for this document:

Chad Warren, Carollo Engineers, Inc.

Tyler Duga, Carollo Engineers, Inc.

Vincent Hart, Carollo Engineers, Inc.

Jason Baker, Wharton-Smith Max Glynn, Garney Construction Keith Merrill, City of Tampa Ian Colantuoni, City of Tampa Crickett Luu, City of Tampa.

DLT BASIS OF DESIGN, I&C | CITY OF TAMPA

FINAL | | -

Chapter 5

INSTRUMENTATION CRITERIA

5.1 Introduction

This chapter of the BOD provides the most basic understanding of instruments and their associated criteria. This chapter is based on specific information supplied in the ICS Design Guidelines for CoT instrument preferences. This chapter also includes any expectation of specification thereof as well as implementation strategies. Although content in this section may design packages. The information contained in this section information related to the following topics:

Manufacturer & Models.

Asset Tagging & Naming Conventions.

Mounting & Installation Detail.

Material Selection Guidance.

Calibrations & Certifications.

Field Wiring Considerations.

Component Ratings & Other Design Considerations.

5.2 Acronyms

This section contains a list of typically used acronyms. The list shown are only the more commonly used acronyms. Those acronyms which are not used throughout this section are defined when used but otherwise not contained in this table.

AC Alternating Current

CofC Certificate of Conformance

DC Direct Current

HFE Human Factors Engineering

HMI Human Machine Interface

I/O Input / Output

LRV

M&TE Measurement & Testing

NIST National Institute of Standards and Technology

RTD Resistance Temperature Detector

Throw

SS Stainless Steel

URV

5.3 Terminology & Definition

This section contains a list of typically used terms and definitions.

Echo Test

An echo test is a test performed using radar level transmitter to a tank or vessel. The test is a software driven scan of the tank when empty to generate the virtual profile. Discrimination is then added to smooth out the profile to remove dead zones from the pipe nozzles, tank walls or other obstructions like mixers that may be in the tank. This allows the system to autodetect obstructions and not include these measurements in the overall averaged level.

HMI

a dashboard or screen that is used to

BODS are considered to be operator interfaces both as interface to the SCADA screens/displays on control panels, and pment from the field.

NIST Calibration

This is a calibration that is performed using standard measurement and test magnitude more accurate than the measured device. These primary standards are recorded through NIST and are traceable using serial numbers of M&TE.

This is a typical

URV and LRV

The URV and LRV are the scaled variables of a transmitter. For the output -mA

LRV. The -mA –

– psig, psig.

5.4 Codes and Standards

The following list of codes and standard are applicable to some or all aspects of manufacturer design criteria for the components listed:

ANSI/ISA- -

Control, and Laboratory Use –

- Single Seal

Temperature Sensors Tolerance Classes

Laboratory and Scientific Electrical

Electromagnetic Compatibility and Radio Spectrum Matters

- - Rough Handling Shock Testing

Local Area Network and WLAN Standards

NSF/ASNI - Drinking Water System Components

Determination of Turbidity by Nephelometry

Additional codes and standards are applicable based on manufacturer/model from the list of components included in the following lists. If a code or standard is applicable to the listed model number used for CoT preference, the code or standard is applicable to the overall purchase and is considered included in the list of codes and standards shown above.

5.5 Manufacturers & Models

The manufacturer and model numbers listed in the sections below constitute a compilation of models provided in the ICS Design Guidelines. In addition to this basic model information, those additional criteria that are listed in the ICS Design Guidelines under each process function type are included.

under each process function type and in cases where information is more specific to an instrument type, it is provided as such.

While every attempt has been made both in this Basis of Design and from direction fed into this Basis of Design to ensure that all instrument models are accurate, over time product lines from manufacturers may change which may affect the models listed – a concise list is provided in

In cases where manufacturers and models are no longer available for specification during the time of design deliverable, a substitution will be discussed.

than those specified.

5.5.1 Analytic Instruments

The following table represent those instrument types which are pre-selected as the site standard analytical instruments:

Measurement Type Manufacturer pH Endress+Hauser Memosens Series

Oxidation-Reduction Endress+Hauser

Memosens Series

Conductivity Depolox Series

Fluoride Depolox Series

Hardness Endress+Hauser

Endress+Hauser

Ammonia Residual Endress+Hauser

Turbidity Swan Analytical Monitor AMI Turbiwell

Fixed Gas Detection MSA

UV Transmittance Realtech analytical instrumentation.

5.5.1.1 General Criteria

in the line.

Isolation valves are to be supplied on each instrumentation line.

direction, they will also be designed and supplied.

Mount all analyzers as close to the process as possible. Sample system analyzers should be mounted in such a location that they are close to the process; However, all transmitters must be located indoors or within a climate-controlled area or an air-conditioned panel.

direct effects of sunlight and radiant heat.

For probes which are not part of a sample panel, process insertion type utilizing hot-taps

All wetted materials used for probes are to be compatible with the process fluid being used. Due to the nature of some probe types, it is understood that materials containing electrolyte solutions and other buffer-type fluid may be ion donors for process interactions. In these cases, the materials used and selected should ensure maximum

Reagents and harmful byproduct waste streams are to be strictly avoided in the analyzer design for use on all .

For all in-placement measurements, an inclusive temperature probe measurement should be provided, when available. This measurement may be important to temperature compensate a field taken analyzer measurement. Design should mirror good sound engineering practice in its conclusion to have a temperature probe installed.

flowmeters, and other such flow conditioning products are to be provided as a complete package.

For installation packages, it is preferred that the entire analyzer is a purchased “skid” that allows the entire installation to be provided without a piece-milled approach. These packages should include isolation valves, rotameters, transmitters, sensors, and any operates to achieve the desired measurement.

5.5.1.2 Turbidity Analyzer – Criteria

Turbidimeter is to be provided as a full system setup including calibration kit, backplane support, flow meters, mounting plates, drain kit, and all piping components.

percent accuracy on low turbidity counts percent of range for all higher value turbidity counts.

Units are intended to be operated in conditions up to degF.

sample rate.

Units are to be calibrated as NIST traceable.

5.5.2 Flow Instruments

The following table represent those instrument types which are pre-selected as the site standard flow instruments:

Measurement Type Manufacturer

Electromagnetic Endress+Hauser

Ultrasonic Endress+Hauser

Coriolis Endress+Hauser

Thermal Mass Flow Endress+Hauser -mass Series

Thermal Flow Switch Magnetrol Thermatel TD Series

Endress+Hauser

Open Channel ADS

Variable Area Flowmeter ABB instrumentation.

5.5.2.1 General Criteria

It is expected that all flow measurements components installed in DLF will operate with a goal of achieving an accuracy of +/- percent of span. If piping arrangements fail to strategies, flow straighteners, or acceptable error ratios.

Where is available is the preferred communication protocol.

Flow sensors should not be mounted on piping that is located below-ground.

All flowmeters installed at DLF upstream and downstream straight run pipe acceptable alternatives for use on matching displays only.

Magnetic flow meters should be considered where possible.

All components purchased should be specified as “high accuracy” options when available.

are NIST traceable. For these instrument -point calibration minimum is provided.

e, setup, or commission any flow measurement device must be included with the instrument.

for outdoor service conditions which are provided in documentation. It is expected that service conditions will include high humidity applications in temperatures degF.

All mounting hardware including brackets, supports, covers, etc. are to be included.

Mounting is to be considered as remote type under the following conditions: flow measurement location is out of reach, flow measurement is inaccessible, flow measurement as integral may cause obstructions or large footprint.

5.5.2.2 Magnetic Flowmeters - Criteria

If upstream and downstream criteria cannot be met, vendor shall be consulted to propose options for the design consideration. If no viable alternatives can be provided, the documented inaccuracy expectations will be provided to CoT and special case use consideration will be filed for the instrument.

Magnetic flowmeters will be chosen to ensure that the minimum and maximum flow velocities are within tolerance to the expected maximum velocity allowed.

Applications utilizing metering flow tubes should be designed such that a bypass line with isolation can be installed for maintenance and cleaning the flow tubes.

is to be long enough to install a clamp-on ultrasonic flowmeter for flow verifications. This or larger due to the nature of spacing

Only in-line, spool type magnetic flowmeters may be specified for use on Tippin Water

Grounding rings are to be supplied with all magnetic flowmeters.

5.5.2.3 Ultrasonic Flowmeters - Criteria

Ultrasonic “Clamp-On” type flowmeters are to be considered in those applications where new inline flow type measurements are not available. Such cases include installation where a non-intrusive flowmeter is preferred, existing installations where inline flow meter installation is not possible, and those places where a secondary flow measurement

All mounting accessories including clamping, ultrasonic transfer gel or pads, and

5.5.2.4 Thermal Mass Flowmeters - Criteria

Design should include a ball valve assembly kit to allow for removal and extraction of element tip for maintenance and cleaning without interrupting the process.

Flow conditioner inserts are to be used in applications where upstream and downstream

Manufacturer prefabricated cable shall be provided sufficient length to allow removal and maintenance activity of the probe.

Thermal mass flowmeters are to be specified when performing flow measurements on gas products. It is understood that the measurement method for a thermal mass any application where combustible & flammable gases may exist.

5.5.2.5 Coriolis Flowmeters - Criteria

In-line flow tube type.

Coriolis flowmeters due to the complexity and cost of design are expected to be specified as . This ordered configuration allows the CoT to actively monitor and trend multiple data streams that are available on every Coriolis model.

Due to the nature of material in use in water and wastewater applications and the general cost difference of a Coriolis flowmeter versus other technologies, this flowmeter will only be used in applications where the size disallows the use of any other product or when flowrates are very low and

As a result, only applications which are “clean” like a chemical feed, should be used with a Coriolis flowmeter.

5.5.2.6 Differential Pressure, Flowmeters - Criteria

differential pressure cell to measure pressure drop across a fixed orifice path. These are among the most inexpensive flowmeters, but due to the pressure drop across the orifice lends itself as the last available type of flowmeter to be used in non-clean water applications. This flowmeter type should only be used as a selection when cost reduction is and pressure drop is not an issue. In some cases, pressure drops associated with orifices can yield non-recoverable pressure losses in a line which may not be with standard manufacturer testing – All -style -style

- The manifolds provided are to

5.5.2.7 Variable Area Flowmeters - Criteria

control flow to samplers. Rotameters are to be sized in accordance with the application and sized appropriately.

All variable area flowmeters are to be provided as standard borosilicate glass with process O-rings and seals compatible with the intended process.

5.5.3 Level Instruments

The following table represent those instrument types which are pre-selected as the site standard level instruments:

Measurement Type Manufacturer

Radar Endress+Hauser Micropilot FMR Series

Ultrasonic Endress+Hauser

Submersible Endress+Hauser Deltapilot FMB Series

Hydrostatic – Vessel Mount Endress+Hauser Cerabar Series

Float Switch SJE Rhombus Signal Master Series

Tuning Fork Switch Endress+Hauser

Thermal Level Switch Magnetrol Thermatel TD Series

The following list are .

5.5.3.1 General Criteria

Non-contact technology is preferred over contact technology.

Radar technology is preferred over ultrasonic unless such cases where radar will not achieve the correct or most accurate measurement.

Non-the tank are not interfering with the measurement.

For radar and ultrasonic, the level sensor must be mounted such that maximum level

All level are NIST traceable. -point calibration minimum is provided.

measurement device must be included with the instrument.

for outdoor service conditions which are provided in documentation. It is expected that service conditions will include high humidity applications in temperatures

All mounting hardware including brackets, supports, covers, etc. are to be included in the specification.

For installations where more than one type of level measurement is provided, it is expected that alternative technologies are to be used for verification purposes. For provide a radar and ultrasonic level detection system as they are alternate technologies.

5.5.3.2 Radar Level Transmitter - Criteria

Radar level transmitters will be non-contact type pulse time of flight that are horn type.

Units that are mounted such that screens are otherwise inaccessible for maintenance or configure include performance of echo test.

field switches, the units are expected to include external switching contacts of Form

5.5.3.3 Ultrasonic Level Transmitter - Criteria

Ultrasonic level transmitters are to be used when the process media is such that the contents may change or be otherwise undetectable using a radar level. Ultrasonic level transmitters are not susceptible to dielectric changes in the media and are more suited for some applications.

For designs where surface agitation exists, it will be the expectation of the designer to using the location of the measurement or via an added stilling well to achieve more stationary surface.

external switching contacts of Form

5.5.3.4 Submersible Level - Criteria

For submersible levels, unused cable will be spooled onto an instrument stand.

instrument stand. Aneroid bellows installation is preferred over reference tube and desiccant filter installations.

5.5.3.5 Differential Pressure Type, Level - Criteria

from the bottom of the tank are available. These are only to be utilized when the density of the tank is known and consistent or is being monitored.

All pressure-based level instruments are to be provided with an appropriate manifold or isolation device. Materials being measured which are comprised of chemicals which may with a diaphragm seal utilizing a fill fluid that is inert and is food-grade for use in NSF compliant systems.

Wetted materials and O-ring materials are to be provided such that materials are highly compatible with the process fluid being measured.

High accuracy and high accuracy calibration options to NIST traceable standard are -based measurements.

Components shall be preset and preconfigured to measure at the appropriate field range and displayed units will be in CoT compliant units of measure and will be displayed on the HMI in both the pressure- the tank volume.

LCD

-Hauser product shall be provided as a panel meter and preconfigured to display level.

achievable at the densest Normal tank level should comfortably

- percent range of the pressure cell selected.

5.5.3.6 Float Switch - Criteria

Ball float is to be provided of waterproof floating ball type that is rated and constructed of materials that are resistant to measured process fluid.

All cables shall be than total depth of tank/sump.

Strain relief and brackets are to be provided for each float/cable.

5.5.3.7 Tuning Fork - Criteria

Tuning forks can be considered under the following list of restrictions: Low to no spray including vaporized particulates in headspace, non-corrosive, non-high vibration area.

Calibration tools Unit tines are to be appropriately coated based on the expected process fluid and vapor type present. All wetted materials are to be provided completely compatible with process fluid.

5.5.3.8 Thermal Dispersion Switches - Criteria

Thermal dispersion switches utilize a two-prong system of generating and measuring heat dissipation in a process media. Since an active heating element is utilized, these level switches are not to be used with products that are flammable or may be combustible.

These switches must include a hot tap retraction kit that will allow operator or maintenance staff the ability to retract out the element and replace or clean if needed.

Relay

All units are to be constructed using materials for wetted parts that are compatible with the process fluid measured.

percent

5.5.4 Pressure Instruments

The following table represent those instrument types which are pre-selected as the site standard pressure instruments:

Measurement Type Manufacturer

Ashcroft

Endress+Hauser Cerabar Series

Transmitter Endress+Hauser Deltabar Series

Ashcroft B Series

Annular Seal System Ashcroft

Diaphragm Seal System Ashcroft pressure instrumentation.

5.5.4.1 General Criteria

-valve -valve, or -valve valve manifolds. These components will be specified as follows:

- -valve switches, and pressure transmitters.

- -valve transmitters.

- -valve manifolds for gage-

-valve manifolds for differential-pressure transmitters are preferred.

- Manifolds are to be provided E+H compatible and pre-installed for use on all E+H transmitters.

or fluctuations are to include preassembled to the component with the manifold such devices as pressure snubbers and pulse dampening devices.

Seal systems are to be provided for all chemical-based applications and those where corrosive, abrasive, or toxic chemicals are present. These seal systems are to be provided with inert materials that are safe for NSF applications.

All lines should isolated from the process and drained/vented and cleaned when necessary.

All pressure that are NIST traceable. -point calibration minimum is provided.

measurement device must be included with the instrument.

for outdoor service conditions which are provided in documentation. It is expected that service conditions will include high humidity applications in temperatures

All mounting hardware including brackets, supports, covers, etc. are to be included in the specification.

Where a pressure switch, or any other pressure monitoring device, that does not include a local instrument readout, a pressure gauge will be provided.

regulators.

5.5.4.2 Pressure Gauges - Criteria

compliant to the process fluid being measured.

Gauges shall be of a bourdon tube style pressure gauge type and are to be specified to be high accuracy .

Windows are to be specified as shatterproof glass.

The dial dampened and will utilize with NSF compliant fill fluids.

The burst

5.5.4.3 Pressure Switches - Criteria

compliant to the process fluid being measured.

Switch setpoints and deadband are to be field-pressure measurement location capable of displaying the analog pressure measurement.

is to be chosen based on expected maximum pressures in lines.

whichever is smaller.

Units shall be specified to be general purpose and shall be capable of automatic reset upon a clearing of pressure switch deadband.

5.5.4.4 Direct (Gauge) Pressure Transmitter - Criteria

All pressure instruments are to be provided with an appropriate manifold or isolation device. Materials being measured which are comprised of chemicals which may be a diaphragm seal utilizing a fill fluid that is inert and is food-grade for use in NSF compliant systems.

Wetted materials and O-ring materials are to be provided such that materials are highly compatible with the process fluid being measured.

High accuracy and high accuracy calibration options to NIST traceable standard are -based measurements.

The components shall be preset and preconfigured to measure at the appropriate field range and displayed units will be in the appropriate CoT approved units.

The c -

LCD

-Hauser product shall be provided as a panel meter and preconfigured to display appropriate units.

- percent

- percent.

5.5.4.5 Differential Pressure Transmitter - Criteria

All pressure instruments are to be provided with an appropriate manifold or isolation device. Materials being measured which are comprised of chemicals which may be a diaphragm seal utilizing a fill fluid that is inert and is food-grade for use in NSF compliant systems.

Wetted materials and O-ring materials are to be provided such that materials are highly compatible with the process fluid being measured.

All even when the High accuracy and high accuracy calibration options to NIST traceable standard are

-based measurements.

The components shall be preset and preconfigured to measure at the appropriate field range and displayed units will be in the appropriate CoT approved units.

The c -

LCD

-Hauser product shall be provided as a panel meter and preconfigured to display appropriate units.

selected pressure sensor range is to be selected such that the minimum

- percent

- percent.

5.5.4.6 Seal System - Criteria

Both annular and diaphragm seals are used in water/wastewater applications. While annular seals are often associated with wastewater applications, they can be used in systems for water purification where the insertion of the annual seal yields more favorable application especially if clogging in a concern on smaller branch lines or tees. Diaphragm seals are the most widely used seal type and have a vast application library. When clogging is not a concern and where the media is corrosive, abrasive, toxic, or is otherwise has instrument materials that incompatible with the process fluid, a separating

Seal fluid fill is to be provided with inert materials that are safe for NSF applications.

Flanged or threaded seal systems are preferred over other seals such as hygienic and must include flushing ports for cleanouts.

the upper All capillary tubing components are to be factory assembled and sealed and properly marked.

percent accuracy tolerance on end accuracy calculation.

5.5.5 Temperature Instruments

The following table represent those instrument types which are pre-selected as the site standard temperature instruments:

Measurement Type Manufacturer

RTD Endress+Hauser

Thermocouple Endress+Hauser

5.5.5.1 General Criteria

All certificates that are NIST traceable. For these instrument calibrations, it is expected that

-point calibration minimum is provided.

e, setup, or commission any level measurement device must be included with the instrument.

for outdoor service conditions which are provided in documentation. It is expected that service conditions will include high humidity applications in temperatures

All mounting hardware including brackets, supports, covers, etc. are to be included in the

5.5.5.2 Temperature Transmitters - Criteria

A When provided, the thermowell supplied will be of bar stock or welded type as tapered or straight shaft.

Wake- to be provided to account for expected installation, pressure maximums, temperature maximums, and harmonic oscillation expected for the chosen material, shape, and profile.

replacement in the field.

direct input to a controller module.

Thermocouples are to be supplied as standard Type K or Type J applicable to the range being measured. The selected thermocouple is to be selected based on minimum and maximum temperatures that will be expected on each line.

The wetted materials used will be in accordance with process fluid in line for compatibility.

Materials which are deemed good to excellent which are chemically resistant to the process fluid may be selected as per the chemical compatibility chart in the attachments.

5.5.6 Miscellaneous Instruments

The following table represent those instrument types which are pre-selected as the site standard miscellaneous instruments:

Measurement Type Manufacturer

Loop-

5.5.6.1 General Criteria

For panel mounted applications, refer to the listed table for applicable model numbers.

All mounting hardware including brackets, supports, covers, etc. are to be included in the

5.5.6.2 Panel Meter - Criteria

Units must be programmable from the front display and must contain appropriate lettering, size, and color for maximum readability

Display must be specified to be set up with appropriate unit of measure defined for the

5.6 Substitution Process

It is the expectation that all the listed manufacturers and models for each process function type are to be adhered to. Within these families and series of components there are multiple additional options providing a high amount of variability of suppliable products that are still compliant to the

Substitutions are allowed as amendments to this Basis of Design Summary for I&C. Substitutions follows:

Supporting evidence and any user manual or technical bulletin that would provide details

The resultant substitution will be amended to this Basis of Design summary as an amendment.

5.7 Asset Tagging & Naming Conventions

Asset tagging is expected to be uniform and consistent throughout all design drawings. To ensure that consistency exists between , an attachment has been provided to clarify rules and intent.

and specific only that one device at a given location. CoT has assets in other locations that also may have the same system code and loop designation number. To ensure that these adapted to include the site as part of the tag for database purposes.

Asset Tagging for asset tagging guide and naming conventions.

5.8 Mounting & Installation Details

Mounting and installation details are divided into two categories: vendor-supplied and contractor-supplied. -supplied mounting and installation details. This section applies only to contractor-supplied components.

The mounting and installation details are supplied as “typical” details in the form of a book or collection of typical details that can be used. This section does not intend to provide those specific details; however, it does provide general guidance on when each detail is to be used and where those details can be accessed.

These typical details are displayed as a application typical that is used for each design.

All installations for contractor provided field components should reference back to a detail.

The following section provides a generalized strategy for mounting and installing components in the field.

components supplied on .

5.8.1 General Instrument Mounting Strategy

It is desired, where space is available, that components that are remotely mounted are either to be mounted to the wall or will be mounted on stands. Components that are remote mounted must be mounted to plate steel. Instrument conduit and sample tubing in these installations shall mount below or behind the instrumentation so as not to obstruct the viewability of the instrument.

Any installation which is location adhered to. Every the specific nature of the installed device; however, it will be the expectation of the design that the integrator formally specifies the installation strategy for each chosen component.

Instrument power is to be connected inside of the control panels; it is not permitted to daisy chain power in the field. Common neutral wiring is not allowed in the field.

Remote transmitters should be mounted as closely as possible to the sensing transducer or sense point. Each field device must be appropriately labeled.

Gauges, switches, and other on-line components should be designed to be on the pipe as an integral installation. If a tap point is in an inaccessible location or is otherwise inaccessible for readability or maintenance, the unit should be close coupled using a diaphragm seal system and brought to the appropriate HFE-allowable height.

be mounted in areas and locations that are HFE-acceptable. These components will be specified as “vendor-supplied remote mount” type if needed. These remote mount types should be such that the units can be panel or wall mounted to locations that are as close

Instruments and control panels that are field mounted remotely should be designed to be in areas which are not prone to overflow or flooding.

Instruments which are installed as cantilevered over sumps or other open pit areas are to

Where the sensor portion is otherwise inaccessible, typical details which allow the retraction or raising and lowering of the

Cords and stops blocks may be employed to fit the component into the correct resting position.

5.8.2 General Panel Mounting Strategy

This section provides details for generalized mounting strategy for control panels as well as other installed field panels.

Controllers are to be mounted in the top portion of the control panel. This ensures that the wiring used for main controller communication as well as intricate communications and network connections can be made without the possibility of cross-communication with higher voltage cables.

Where available, all components are to be capable of mounting to DIN rail.

Networking components should be mounted together and away from all power sources is not compromised. These components are to be neatly mounted in accordance with UL-structurally sound anchor points such as embed plates.

directly onto guard rails; however, they may be supported by guard rails, if allowed by COT and local code.

be in HFE-compliant locations for accessibility.

housekeeping pads.

however, the support used to connect must be approved for the rated weight by certified civil/structural design.

Control panels including remote and local control panels are to be mounted onto steel

These components must be predrilled.

5.9 Material Selection Guidance

process names which are considered good/excellent chemical compatibility. This list is to be used as general guidance in the selection process. Since each manufacturer may have metallurgical and manufacturing processes which may not be uniform across the industry, the integrator will be

5.10 Calibrations & Certifications

Instruments procured for use at DLF facilities as part of the are to include as standard calibration records and certifications as defined in the instrument selection guide process.

for application-based use.

5.10.1 NIST Traceable Calibration

NIST traceable calibrations are those calibrations which are performed to a NIST standard.

that can have its calibration origin traced back to a standard from a primary standards laboratory. This calibration differs from a standard field calibration in that the NIST uarantee of accuracy to a traceable source.

- - -point calibrations.

a calibration record must be included.

calibration record that is traceable to NIST standards. Field calibrations are acceptable traceable calibration and documented exception through the City.

5.10.2 Certificate of Conformance (CofC)

to be met utilized instruments and control, a CofC will be . A CofC can be provided certifies that the product provided meets the intention of the specification. This document may be itemized acceptance of criteria listed in a specification.

for all products whether they are itemized in the specification or not.

5.10.3 Material Traceability

contain hazardous, toxic, or highly dangerous fluids or gases, when supplied with materials that are exotic or alloy-based, a material traceability report is to be provided.

This report ensures sources.

traceability.

All thermowells provided for must include material traceability or heat treatment identification.

5.10.4 Hazard Area Classification Certification

intrinsically safe options and certifications.

These devices are to be specified for purchase with explosion proof housing and will be designed in accordance with wiring compliant for hazardous and explosion prone areas.

It is desirous that most applications should be mounted outside of these areas to reduce risk and cost.

These installations will be provided with separate installation details that are different from non-explosion proof installations.

5.10.5 Hydrostatic Testing

fluids.

Factory hydrostatic testing certificates, when specified, are to be completed at percent of rated nominal pressure larger. This testing

5.10.6 NSF 61 Drinking Water Certification

Components used in which are for drinking water applications must include NSF compliance certification. Although the certificate itself is was manufactured and supplied in accordance with NSF guidelines for use in drinking water applications.

5.11 Field Power & Wiring Considerations

Field powering is to be designed to originate where possible using lower voltages sources and sourced from the common control panel location. The following items should be considered during this design phase:

control panel.

internal power of a cabinet and determine if the fused power is working or not.

power supplies in the field, design will supply.

backed power if the load ensuring these components have an uninterrupted source is key. If the load amperage exceeds the current allowed by the circuit, then these sources will be derived directly from field power or lighting panel board circuits and will be accounted for in standard panel schedules and the load ent draw.

will have load estimations provided for both power loading and heat produced in the panels.

Field signals vary by components and manufacturers. In general, the following rules should be adhered to when connecting signal for field components.

the control panels. It is not permitted to land field cables directly to a controller or I/O card.

For discrete output devices, .

For analog connections, signals are to be connected .

5.12 Signal Types & Protocol Adherence

The signal types listed below are acceptable signal types that are to be utilized on Tippin Water . The information contained in this section is applicable to contractor-supplied

The list below does not apply to vendor-supplied products – are not to be utilized on any designed plant components. In the unlikely scenario that a product is is converted to a standard conventionally wired signal. protocol conversion of any provided signal, CoT for the intended signal conversion.

If accepted, the product provided must include media type conversion modules and convert to a standardized and acceptable protocol.

CoT has information is to be provided:

Expected output signals resultant from protocol conversion.

CoT is committed to evaluating product should be considered or whether to allow the protocol conversion.

5.13 Transient Protection

The topics below are provided to ensure consistency in transient protection throughout all Tippin

5.13.1 Discrete Signal Line Surge Protection

All discrete devices including components originating from local or remote panels when any portion of the circuit is located outdoors or outside of the confines of environmentally

These devices are expected to be included as field transient protection as well as internal surge protection devices.

or similar capped inline transient device are used for low voltage application.

- DIN rail mounted surge protection device are to be used.

5.13.2 Analog Signal Line Surge Protection

loop, regardless of whether the loop extends outside of the facility or building.

device are used for low voltage application.

- DIN rail mounted surge protection device are to be used.

5.13.3 Power Supply Surge Protection

power feed outside of building are to have an conductors.

building will have surge protection through the following options:

- Connection to power or lighting panel board with an

5.13.4 Communication Surge Protection

a surge protection device. CoT standard protection for use on antennas includes haser surge devices as a CoT standard.

Surge protection devices used alternately in standard design must have city-approved

Communication within buildings -thus will ground all communications devices.

External building communications are to be done via fiber optic cable only. Use of copper Ethernet cables for communication between and outside of a facility is not permitted to be included in the design.

5.14 Component Ratings & Other Design Considerations

environmental condition existing. In general, the following guidance exists for NEMA ratings on enclosures:

Those enclosures which are mounted in areas that may contact wetted process must be hardened for materials compatible with the process fluid.

overhangs, awnings, or non- – these areas are classified as standard outdoor locations.

Instruments located in climate-controlled areas minimum; however, for consistency in application and to reduce spares, it is preferred

Control panels & fiber optic patch panels are expected to be Outdoor control cabinets are to be corrosion inhibitors and sunshields.

5.15 Maintenance & Spare Parts

All instruments specified for purchase are expected to follow the standard list of guidelines below:

When possible, components are to be grouped into the smallest available options. For

This allows minimum stock items and maximizes flexibility for

Components are to be designed as simply as possible to minimize maintenance responsibility. Components that are designed for minimum maintenance are preferred over those that are designed for excessive or burdensome maintenance activities.

In addition to enclosure ratings the following installation design considerations apply for instruments:

Instruments are to be installed such that they are accessible for maintenance. In some essentially inaccessible; however, it is the design intent that units are to be accessible as maintenance, and replace instrumentations.

Chapter 6

DESIGN DELIVERABLES

6.1 Introduction

This chapter of the BOD provides the most basic understanding of design deliverable used to . This chapter of the BOD pertains specifically to design deliverables for general design components. Vendor design packages which may contain proprietary information or less stringent documentation deliverables will be

. The information contained in this section information related to the following topics:

Drawing Layout & .

Standard Symbols & Terminology.

Instrumentation Diagrams.

Specifications & ISA Datasheets.

Control Narrative.

Network Architecture & Topology Drawings.

Fiber Breakout Drawings.

, External, Bill of .

Loop Drawings.

Instrument List & Input/Output Lists.

User Manuals & Technical Brochures.

Installation Instructions.

6.2 Acronyms

This section contains a list of typically used acronyms used in HMI discussions. The list shown are only the more commonly used acronyms. Those acronyms which are not used throughout this section are defined when used but otherwise not contained in this table.

BOM Bill of Material

CAD Computer Aided

DC Design Clarification

I/O

O&M Operations & Maintenance

RFI

Small Form-

6.3 Terminology & Definition

This chapter does not contain any specific terms or definitions that are used globally throughout.

Where definition is used, it is discussed in context.

6.4 Codes and Standards

The codes listed below maintain the elements by which the HMI and SCADA structures are

Manual on Installation of Refinery Instruments and Control

- -Oxygen

Analyzers

Systems -

Instrumentation Symbols and Identification

Instrument Loop Diagrams

6.5 Scope of Delivered I&C Documentation

Documentation provided under scope define specific details of design deliverables. Under each , the standard scope of supply for delivered documentation is dictated documentation supplied to CoT is uniform in its content and structure.

The deliverables listed here are for context only. To understand what each deliverable consists of, Some documentation provided under the bid contract documents is not expected to be final, but rather serves as a marker for an anticipated design look. These documents are listed below with an asterisk – they will be submitted during the submittal and deliverable review process after bid.

All documentation listed may also be submitted later as as-builts is changes have been made These

Deliverables expected with standard bid packages:

Symbols and Legends.

Overall Network Architecture.

Network Diagrams.

Fiber Breakout Drawing .

Specifications & Datasheets*.

Control Narrative.

Digital Communications Table.

Deliverables expected post-bid:

Control .

Loop Drawings.

Instrument List.

I/O List.

Calculations .

Installation Instructions.

Datasheets.

The list provided above is the minimum expectation of deliverables for each product. These lists should serve as a guide for the planning and submission of documentation used on Tippin Water documentation, they are to be included with the drawings and documents listed above.

Review cycles for these s or engineering disciplines that are needed for thorough review. It is expected that comments when provided will be meaningful and constructive and each comment will include the following:

A statement indicating that a comment is:

- conflicts with a from -compliant to the

Comments which are marked as Conflict with a referenced conflict statement must be resolved. It is not permitted for issues which are being perceived as non-compliance to not include a statement resolving the issue discovered.

If a conflict comment is determined to be legitimate, to resolve the non-compliance and update the drawing or issue a design correction, if applicable.

- to be updated for various reasons including readability, consistency, clarity, etc.

, but should be addressed by the designer. It is suggested that since the nature of these comments may result in rework or design disagreements, active resolution of these comments should be considered.

- Identifying that a statement is an administrative comment the document administratively. By default, unless described as a conflict or suggestion, all comments on a document are assumed to be administrative in nature.

6.6 Drawing Layout & Formatting (General)

Examples are provided as Attachment - for each submittal type used in Bid Document development. Vendor submittals, integrator design drawings, as-builts, and other documents that are developed post bid set are to be done in accordance with the rules set forth in this guide and in any applicable specifications provided under the contract.

This document provides the necessary documentation to be included in the bid phase documentation package with some content on expectation of layout for any specific vendor documentation.

See Attachment : Drawing Layout & Formatting Examples.

The header used is to be in accordance with CAD standards associated with City of Tampa

– these are illustrated in Attachment .

Header will contain the following:

- percent percent percent

- City of Tampa label & logo.

- Task Order number and name.

- Drawing Title.

- Drawing number.

Drawing notes are to be separated between general notes and key notes.

- General notes are applicable to the whole drawing.

- Key notes are identified with a diamond shape and are applicable where the diamond shape is dropped on the drawing. All keynotes should have a drawing callout location.

- Drawing notes are to be in the top right corner of the drawing. This is a standard practice to keep uniformity of the notes. It is understood the complexity of some drawings may disallow this practice, so provision is made only when no other options exist to move to any other cardinal corner for readability purposes.

All typefaces for fonts is to be readable and uniform. While the font type and size are not defined, it is preferred to use Arial type fonts. If a font type is defined on a drawing, that font is to be used through the same type documents to ensure that typeface remains uniform.

6.7 Standard Symbols & Terminology

A standard library of symbols and terminology is expected to be included with each bid package For clarity purposes, these symbols and terminology are attached to this drawing under Attachment : Standard Symbols & Terminology

At a minimum, the following topics are discussed on Attachment and should remain uniform throughout :

Functional block symbols

- Field descriptions.

- Shapes and types.

- Allowable options for text, including placement.

Instrument tag identification chart.

Operator pilot device legend.

I/O designations.

Instrument t special items – .

Line symbols.

Symbology callout .

Network description callouts for cables and symbology.

Network line symbols.

Electrical schematic symbols.

6.8 Piping & Instrumentation Diagrams

the most basic process and instrumentation related deliverables which explain in detail the interaction of process with instrumentation and control.

ISA-

reference and symbology. It is expected that if any instrumentation, piping, or controls are altered in a

The following into SCADA bands will not be used in and potential resultant change that would be driven from program related changes.

Every attempt during the development and exit on the right of the drawing.

line size, fluid code, and pipe materials. This ensures and materials.

- , and channels.

drawing, service description, ranges, and applicable typical details.

If there is insufficient room for this due to the organization of information on the drawing, it is acceptable to locate in another cardinal corner of the drawing.

and numbered using the standard symbology components shown in the attachments. It is not permitted on to include empty tag bubbles or blocks with the intention of reference to a table.

It is expected that all Drawings are to be designed such that they are not overcrowded. Readability is key to the

Where arrangement is important, those labels should coincide with the expected largely to be illustrated using the side view as a preference. Some components and structures will not be able to be illustrated in this way and it is permitted when the all valves, drains, reducers, instruments, local panels, vendor panels, It is expected that the individual installations be singly shown and will have individual signals.

Signals and communication type will be provided for all function blocks to I/O.

All power sources for field instrumentation and control panels are to be provided on all sheets

6.9 Specifications & ISA Datasheets

datasheets for use on .

6.9.1 Specifications

Specification sections provided for use in I&C type design on Under should reference the appropriate specification section. These sections are identified in the table below.

These sections are identified in the table below.

It is the expectation of this Basis of Design that the following guidelines are followed as they pertain to I&C components specified for use in :

- Specifications are to be provided for all instrumentation provided by the contractor.

- Vendor-package components which contain I&C-related instrumentation are to be detailed to provide desired instrument selection criteria to the vendors. It is understood that not all vendors can or will be amiable to alternative options of information through the associated specifications is not changed.

- Specifications should include the following information:

CoT-approved pre-

Salient features of all instrumentation to include at a minimum: Enclosure rating guidance, material selection guidance, ranges, power

Some salient features may be included on accompanying datasheets which are

For , not all specifications listed in this section will be utilized.

Tippin are to select those specification section numbers which are applicable and customize for use in .

Those items in the table below which are marked in *BLUE color are those items which

Those which are marked in *GREEN color are those items which are provided in all systems which contain controllers or control system

Section Specification Description

Common Work Results for Process Control and Instrumentation Systems

Control Strategies

Specific Control Strategies

Level Measurement: Switches

Level Measurement: Ultrasonic

Common Work Results for Process Control and Instrumentation Systems

Control Strategies

Specific Control Strategies

Level Measurement: Switches

Level Measurement: Ultrasonic

Level

Flow Measurement: Switches

Flow Measurement: Magnetic Flowmeters

Flow Measurement: Coriolis

Section Specification Description

Flow Measurement: Thermal Mass

Flow Measurement: Ultrasonic Transit Time - Non-Intrusive

Flow Measurement: V Cone

Flow Measurement: Open Channel

Analyzers: pH

Analyzers: Gas Monitors

Analyzers: Residual Chlorine

Analyzers: Sludge Density Meter

Analyzers: Turbidity

Analyzers: Conductivity

Analyzers: Ultraviolet Transmittance

Analyzers: Ammonia

Analyzers: Total Organic Carbon

Analyzers: Fluoride

Hardness

Temperature Measurement: Temperature Switch

Temperature Measurement: Temperature Gauge

Temperature Measurement: RTD

Temperature Measurement: Thermocouple

Control Systems: Panels, Enclosures, and Panel Components

Control Systems: Programmable Logic Controllers

Control Systems: Network Materials and Equipment

Schedules: Field Instruments

Section Specification Description

Schedules: I/O List

Schedules: Local Operator Interface

Commissioning for Instrumentation and Controls

Fiber Optic Cable and

**Not all It is assumed that only those specifications

6.9.2 ISA Datasheets

All datasheets are to be presented and formatted in accordance with ISA-

Valves.

Bid package design ISA datasheets are written to provide process information, line information, and general salient features that allows an integrator to accurately provide

Utilizing the bid package ISA-

These products should include the following information:

-…