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TEP 5-3-1
VALVE DESIGN AND SELECTION CRITERIA
Revision 0.2
Date: 04/2015
Page: 1 of 22
TABLE OF CONTENTS
1.0
SCOPE ....................................................................................................................................................2
2.0
REFERENCES........................................................................................................................................2
3.0
DEFINITIONS..........................................................................................................................................3
4.0
VALVE STANDARDS ............................................................................................................................6
5.0
VALVE COMPONENT MATERIALS.....................................................................................................6
6.0
GENERAL VALVE REQUIREMENTS ..................................................................................................6
7.0
SPECIFIC VALVE REQUIREMENTS ...................................................................................................9
7.1
7.2
7.3
7.4
7.5
7.6
7.7
7.8
7.9
7.10
7.11
7.12
GATE VALVES ................................................................................................................................................9

COMPACT AND EXTENDED BODY GATE AND GLOBE VALVES ......................................................................9
DUCTILE IRON GATE VALVES ........................................................................................................................9
GLOBE VALVES..............................................................................................................................................9
BELLOWS SEAL VALVES ..............................................................................................................................10
CHECK VALVES ...........................................................................................................................................10
PLUG VALVES ..............................................................................................................................................10
BALL VALVES ...............................................................................................................................................10
BUTTERFLY VALVES FOR HYDROCARBON SERVICE ...................................................................................10
BUTTERFLY VALVES FOR WATER SERVICE ................................................................................................10
PRESSURE RELIEF VALVES.........................................................................................................................10
CONTROL VALVES .......................................................................................................................................10
8.0
ADDITIONAL REQUIREMENTS FOR BLOCK VALVES AND BLEED VALVES ...........................10
9.0
VALVE INSPECTION AND TESTING.................................................................................................12
10.0
REQUIREMENTS FOR GEAR OPERATORS....................................................................................12
11.0
REQUIREMENTS FOR VALVES NOT COVERED BY THIS PRACTICE ........................................13
12.0
RECONDITIONED VALVES ................................................................................................................13
13.0
TABLES.................................................................................................................................................14
14.0
REVISION LOG ....................................................................................................................................22
This document may not be used or reproduced without the permission of Phillips 66 Pipeline LLC. Maintained by E2G
Printed copies are not controlled. Printed on: 11-23-2015 4:36 pm
TEP 5-3-1
Revision 0.2
Date: 04/2015
Page: 2 of 22
1.0
SCOPE
1.1
This Practice covers requirements governing valve selection and design, including the use of
single and double block valves and bleed valves. It also covers the requirements for gear
operators for valves. Refer to the Environmental Design TEP 3-1-1 for design requirements to
satisfy environmental regulations.
1.2
Any deviation from this Practice must be approved by the procedure described in TEP 1-1-3.
1.3
This Practice also covers minimum design and testing requirements for valves not covered by
other Transportation Engineering Practices.
1.4
An asterisk (*) indicated that a decision by the Owners Engineer or Owner is required, or that
additional information is furnished by the Purchaser.
1.5
A revision bar indicates all changes to this Revision.
2.0
REFERENCES
The latest edition of the following standards and publications are referred to herein
Standards and Publications
Transportation Engineering Practices

TEP 1-1-3
TEP 3-1-1
TEP 3-7-1
TEP 5-1-2
TEP 5-2-1
TEP 5-3-3
TEP 5-3-4
TEP 5-3-5
TEP 5-3-6
TEP 5-3-7
TEP 5-3-8
TEP 5-3-9
TEP 5-3-10
TEP 5-3-11
TEP 5-3-12
TEP 5-3-13
TEP 5-3-14
TEP 5-3-16
TEP 5-3-17
TEP 5-3-18
TEP 5-3-19
TEP 5-3-20
TEP 5-3-21
TEP 5-3-23
TEP 5-3-24
TEP 5-5-1
TEP 5-6-2
Deviations to the Transportation Engineering Practices

Environmental Design
Pressure Relieving Systems
Piping Layout
Selection of Piping Components and Materials
Gate Valves
Cast Iron and Ductile Iron Gate Valves, Flanged Ends
Globe Valves
Compact and Extended Body Steel Gate and Globe Valves
Bellows Seal Valves
Check Valves
Plug Valves
Ball Valves
Butterfly Valves for Hydrocarbon Services
Butterfly Valves for Utility Service
Cyclic Reformer Motor Operated Valves
Pressure Relief Valves
Three-Way Valves for Tandem PRV Installations
Control Valves, Actuators and Accessories
FCCU Flue Gas Block and Bypass Valves
FCCU Slide Valves
Double Flanged High Performance Rotary Valves for Hydrocarbon Service
Supplemental Requirements for Valves
Valve Packing
Valve Inspection and Testing
Piping Fabrication
Piping for Rotating Equipment
TEP 5-3-1
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Date: 04/2015
Page: 3 of 22
Standards and Publications

Material Requirements for Aggressive Environmental Services
Supplemental Requirements for Metallic Materials
Fire Protection Shields for Wafer Valves
Design of Instrumentation and Control Systems
TEP 10-2-1
TEP 10-2-2
TEP 11-2-2
TEP 12-1-1
ASME Codes and Standards

ASME I
ASME VIII-Div. 1
ASME VIII-DIv. 2
ASME B31.1
ASME B31.3
ASME B31.4
ASME B31.8
ASME B16.5
ASME B16.11
ASME B16.34
ASME B16.15
ASME B16.42
ASME B16.47
Power Boilers
Pressure Vessels, Division 1
Pressure Vessels, Alternative Rules, Division 2
Power Piping
Process Piping
Pipeline Transportation Systems for Liquid Hydrocarbons and Other Liquids
Gas Transportation and Distribution Piping Systems
Pipe Flanges and Flanged Fittings
Forged Steel Fittings, SocketWelding and Threaded
Valves Fanged, Threaded, and Welding End
Cast Bronze Threaded Fittings
Ductile Iron Pipe Flanges and Flanged Fittings
Large Diameter Steel Flanges (NPS 26 through NPS 60)
API Publications
API 591
API 526
API 594
API 598
API 599
API 600
User Acceptance of Refinery Valves

Flanged Steel Pressure Relief Valves
Check Valves: Wafer, Water-Lug, and Double Flanged Type
Valve Inspection and Testing
Metal Plug Valves Flanged, Threaded, and Welding End
Steel Gate Valves Flanged or Butt-Welding Ends, Bolted and Pressure Seal
Bonnets
Compact Steel Gate Valves Flanged, Threaded, Welding and Extended Body
Ends
Class 150, Cast, Corrosion-Resistant, Flanged End Gate Valves
Metal Ball Valves Flanged, Threaded and Welding End
Butterfly Valves: Double Flanged, Lug- and Wafer-Type
API 602
API 603
API 608
API 609
MSS Specifications
MSS SP-25
MSS SP-45
MSS SP-70
MSS SP-80
Standard Marking System for Valves, Fittings, Flanges, and Unions

By-Pass and Drain Connection Standard
Cast Iron Gate Valves, Flanged and Threaded Ends
Bronze Gate, Globe, Angle and Check Valves
Publications
Environmental Regulatory References for TEP 5-3-1 are included in the appropriate TEP 3-1-1 Piping
Appendix.
TEP 5-3-1
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3.0
DEFINITIONS
3.1
Aggressive Environmental Service (AES) Process services which result in material

degradation such as cracking, scaling, blistering, and severe pitting and/or corrosion. Examples
of such services are hydrogen service, wet hydrogen sulfide, cyanides, caustic, amine, and
hydrofluoric acid. AES process fluids are defined in TEP 10-2-1.
3.2
API Gravity API Gravity is defined by the following equation. In this equation, SG is the
specific gravity of the fluid.
API Gravity =
141.5
131.5
SG
3.3
Block Valves Are valves that provide completely on or completely off flow control of a fluid
in a piping system, generally without throttling or variable control capability. The ball, plug,
butterfly, and globe valve types may also be used as block valves.
3.4
Check Valves Valves that automatically prevent reversal of flow. The types most commonly
used in a Plant are the swing (single and dual) plate, ball and lift check valves.
3.5
Combustible Liquid Per NFPA 30, a liquid having flash point at or above 100F. Combustible
liquids are subdivided as follows:
3.6
Control Valve A valve that may be opened or closed to regulate the flow of water to all or part
of a fire protection system using water from either a private or public fire water main.
3.7
Dangerous Materials Materials as defined below:

1)
2)
3)
4)
5)
Toxic materials such as phenol, hydrogen sulfide, chlorine, and others according to
regulation and local health practice.
Highly corrosive material, such as acid, caustic, and other materials recognized as
injurious to personnel.
Flammable and combustible fluids with operating temperatures above their flash points.
Light hydrocarbons, lighter than 68 degrees API gravity (0.709 specific gravity).
Boiler feedwater and steam. ASME B16.5 Class 300 rating and higher.
3.8
Flammable Liquids Per NFPA 30, a liquid having a flash point below 100F and having a
vapor pressure not exceeding 40 psia at 100F is known as a Class I liquid. Class I liquids are
subdivided as follows:
3.9
Flammable materials Flammable liquids; hydrocarbon vapors; and other vapors, such as
hydrogen and carbon disulfide, that are readily ignitable when released to atmosphere.
3.10
General Service Applications for valves other than onstream equipment isolation, product
segregation to prevent contamination, or segregation for safety. These included process
cooling water, burner piping (at burners), and other services where special trim or type of gate
for block valves is not required. Some typical examples are: utility connections to process lines
or equipment; valves under safety valves; flushing and cleaning connections; and vents and
drains.
3.11
Inspector A Phillips 66 Pipeline LLC. appointed engineer or inspector.
3.12
Line Service Classification Defines the design pressure, temperature, (or rating), material, and
corrosion allowance of a piping system.
3.13
Lubricating Service Is defined as a hydrocarbon service 68 API and heavier and other
services which provide inherent lubricating qualities. Also, water, instrument air, and caustic.
TEP 5-3-1
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3.14
Lug Type Valve Describes a valve type which is installed between mating pipe flanges where
the valve body has bolt holes that are either through-drilled or tapped and protect the bolts. The
through-drilled lug designed valves are held in place by the compressive force transmitted from
the flange bolts to the valve body.
3.15
Manufacturer The recipient of a direct or indirect purchase order for materials and/or
equipment. In this context, a direct order is one issued to a manufacturer by a contractor or the
Owner. An indirect order is one issued to a manufacturer by a vendor (recipient of a direct
order) for materials, fabricated components, or subassemblies.
3.16
Non-Dangerous Materials As used herein, includes all materials not listed as Dangerous
Materials above.
3.17
Non-Lubricating Service Is defined as hydrocarbons lighter than 68 API, including vapor.

Also, steam, process air, and process gases are included in this category.
3.18
On-stream Equipment Isolation An application referred to in this Practice to indicate the need
for the isolation of equipment or a unit from service for the purpose of repairs, cleaning,
inspection of that equipment while the remainder of the plant continues in operation. These
services require that the valve, usually a gate, contain special trim to obtain greater assurances
of tight shutoff. Equipment which usually falls into this category includes pumps, compressors,
steam turbines, dryers, vessels, pressure relief valves and furnaces, which are provided with a
spare or are able to be bypassed. Typical locations where onstream equipment isolation is
required are: at spared equipment and equipment capable of being bypassed; at process unit
limits; and at tankage. Depending on design conditions and fluid service, either one or two
blocks valves are required for this application.
3.19
Owner Phillips 66 Pipeline LLC.
3.20
Owners Engineer A Phillips 66 Pipeline LLC. appointed engineer.
3.21
Product Segregation to Prevent Contamination Is an application referred to in this Practice to

indicate that special requirements are necessary to prevent mixing of separate fluid streams
which would result in unacceptable contamination if fluid on either side of the valve. Some
typical examples are: Jumpover connections between product lines; a valve in a unit bypass;
valves in some equipment bypasses (such as reactor inlet and effluent); and at product
distribution manifolds. Depending on design conditions and fluid service, either one or two
block valves are required for this application.
3.22
Purchaser The party placing a direct purchase order.

designated representative.
3.23
Segregation for Safety An application referred to in this Practice to indicate that special
requirements are necessary for the segregation of fluids which could result in an explosive
mixture. A typical example is cyclic reformer reactor and regeneration block valves, where air
and hydrogen-hydrocarbon vapors are segregated. Normally, two block valves are required for
this application.
3.24
Slurry Service A fluid service with a solids content greater than 0.1 lb/gal.
3.25
Soft Seat Defines valve closures employing a nonmetal to metal seat to effect a seal. In
gate valves, the nonmetallic seat is an insert, e.g. Teflon, in the gate or seat ring. Ball valve
seat rings usually contain a non-metal insert or are non-metallic.
The purchaser is the Owners
TEP 5-3-1
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3.26
Utility Service A fluid service, defined in accordance with ASME B31.3 as Category D, in
which all of the following apply:
1)
2)
3)
The fluid handled is non-flammable, non-toxic, and not damaging to human tissues as
defined in paragraph 300.2 of ASME B31.3.
The design gauge pressure does not exceed 150 psi.
The design temperature is from -20F through 366F
3.27
Valve Trim The valve trim includes the following components: stem, body/seat surface, gate
seat surface, bushing or a deposited weld for the backseat and stem hole guide, and other
internal parts that contact the fluid.
3.28
Wafer Type Valve Describes a valve type which is installed between mating pipe flanges and
is held in place by the compressive force transmitted from the flange bolts to the valve body.
This includes wafer type valves, and long body type valve which have the vane or plug fully
contained within the valve body when in the open position.
4.0
VALVE STANDARDS
Information on valve sizes, ratings, industry standards and the relevant Transportation
Engineering Practices are shown in Table 1 for the different valve types approved for use. The
use of valves produced to industry standards not listed in Table 1 is prohibited. In addition, all
valves shall be purchased to the applicable Transportation Engineering Practice listed in Table
1.
5.0
VALVE COMPONENT MATERIALS
5.1
Valve material selection shall be in accordance with TEP 5-2-1 and the additional requirements
of this Practice.
5.2
Trim materials for valves shall be in accordance with the applicable Industry Standard listed in
Table 1.
5.3
(*) Unless otherwise specified by the Owners Engineer, selection of Valve Trim materials shall
be in accordance with Table 2. The final selection of Trim materials shall be based on the order
of precedence of the Trim Service Classification Column in Table 2.
5.4
Supplemental material requirements for carbon steel, low alloy steel, stainless steel and high
alloys are stipulated in TEP 10-2-2. These requirements include items such as carbon
equivalent, chemistry control, heat treatment and Charpy impact requirements.
5.5
Material for valve stem finish, packing, and packing tolerances and clearances shall comply with
the requirements of TEP 5-3-23.
5.6
(*) Temperature limits for soft seat materials shall be as indicated in Table 3. Pressure limits at
the corresponding temperature limits shall be based on the Manufacturers standard, and are
subject to the approval of the Owners Engineer.
6.0
GENERAL VALVE REQUIREMENTS
6.1
All valves shall be suitable for the line service classification. Single or double valves at a
classification change shall be suitable for the more severe line classification on either side of the
valve(s) location. Also, refer to TEP 3-1-1 for environmental requirements for Valves.
6.2
All NPS 3/4 and larger metallic gate, globe, and angle valves (located above grade) shall be the
OS&Y type. All of these valves shall have bolted packing glands. (Exception: NPS 3 and
TEP 5-3-1
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smaller bronze gate, globe, and angle valves may be the ISRS type with a screwed packing
gland.)
6.3
Valve bonnets or covers are typically a Bolted Bonnet, Welded Bonnet, or Pressure Seal
Bonnet design. The bonnet design requirements are stipulated in Table 4. Although alternative
bonnet designs are allowed per Table 4, the following bonnet designs are recommended for all
valves except instrument-type valves:
1)
2)
3)
4)
NPS 3 and larger valves Class 1500 and less: Bolted Bonnet.
NPS 2 and smaller valves Class 1500 and less: Bolted Bonnet.
NPS 3 and larger valves Class 2500: Bolted Bonnet.
NPS 2 and smaller valves Class 2500: Pressure-Seal Bonnet.
6.4
Valves with pressure-seal bonnets may be considered for steam or other clean, non-corrosive
services, with an ASME Class 900 rating and higher.
6.5
Valves with bonnets or covers secured to bodies by less than four bolts or cap screws, or with
bonnets secured by U-bolts shall not be used.
6.6
Valve end construction requirements shall be in accordance with TEP 5-5-1 and the applicable
valve Transportation Engineering Practice, see Table 1.
6.7
(*) Unless otherwise specified by the Owners Engineer, valves NPS 2 and smaller shall have
socket welded ends. Socket weld end valves shall be supplied as follows:
1)
2)
3)
Metal seated valves in all services regardless of PWHT requirements can be supplied
without nipples. PWHT, if required, shall be in accordance with TEP 5-5-2.
Soft seated valves which are in services that require post weld heat treatment (PWHT) of
the socket weld shall have 6 inch long nipples welded into the sockets, and shall be heat
treated prior to final valve assembly. The nipple material shall be suitable for the line
service classification. This requirement must be specified on the appropriate valve data
sheet by the Purchaser.
Soft seated valves which are in services that do not require PWHT can be supplied without
nipples.
6.8
(*) Valves NPS 3 and larger inches shall be flanged, except valves in ASME Class 600 steam
service shall have buttwelding ends. The use of welding end valves for services other than
steam must be approved by the Owners Engineer.
6.9
(*) Approved integrally reinforced extended body gate valves are preferred for valve
connections NPS 2 and smaller, and shall be used instead of gate valve-plus-nipple assemblies
if available in the required materials and ASME pressure ratings.
6.10
All small forged valves (i.e. NPS 2 and smaller) must be forged to shape, not machined from a
forging.
6.11
(*) Carbon steel and low-alloy steel gate valves greater than NPS 2 shall have welded-in seats
or seal-weld threaded seats. It is preferred that carbon steel and low-alloy steel gate, globe,
and angle valves have seat rings welded into the body. If the seat rings are not hard faced and
welded into the body, they shall be solid alloy. All welding procedures are subject to approval of
the Owners Engineer.
6.12
(*) In services where zero stem leakage is required, consideration should be given to bellowssealed valves. Their use requires approval from the Owners Engineer.
6.13
(*) Ductile iron valves shall be used only in water service. Cast iron gate and check valves may
be used in firewater systems where UL/FM approval is required. Cast iron air vent and vacuum
TEP 5-3-1
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valves may be used in low pressure water and sewer service subject to approval by the
Owners Engineer. The use of cast iron valves in all other services is prohibited.
6.14
Low melting point alloy valves, such as brass or bronze, shall not be used for services in which
failure of the valve in a fire would prevent flow to any process pump, steam header, or
emergency steam line.
6.15
(*) Venturi or smaller than line size valves (with reducers) may be used instead of full port
valves of the following criteria is satisfied. The use of venturi or smaller than line size valves is
1)
2)
3)
4)
5)
6)
7)
8)
6.16
The following limitations apply to wafer and lug type valves:

1)
2)
3)
4)
6.17
The increased pressure drop is considered in the design of the piping.

The reduced section modulus is considered in the piping flexibility design.
Such valves are not used in horizontal lines sloped for continuous draining.
Drains are installed at all additional low points caused by the installation of such valves.
They are not used in erosive applications such as slurries, fluidized solids, or severe
fouling, caking, or coking services.
They are not used in lines specified to be mechanically cleaned or pigged.
They are not used as block valves associated with pressure relief devices and flare pipe
headers.
They are not to be used at pressure relief valve inlets or outlets.
Wafer type valves shall not be used in hydrocarbon service. Double flanged valves are
preferred and lug type valves may be used when there are space limitations.
Lug type valves shall not be used as the first block valve against storage tanks or vessels
containing dangerous materials.
For design temperature > 400F the body material of through-drilled lug type valves shall
have the same nominal coefficient of thermal expansion as the bolting material and
adjacent flanges.
Existing wafer type valves shall have a fire protection shield in accordance with TEP 11-22, but do not retroactively apply shields to wafer valves operating greater than 250F. This
requirement does not apply to lug type valves.
The following limitations apply to soft seated ball, plug and butterfly valves:
1)
2)
3)
Fire-safe type ball, plug, or butterfly valves shall be used for all non-Utility Fluid Services
regardless of operating temperature.
Fire-safe type ball and plug valves may be used in dangerous materials services except as
block valves to the atmosphere, or the first block valves for the holdup of large volumes of
fluids.
Fire-safe type butterfly valves may be used in dangerous material services, and other
process and general services subject to the following limitations:
They shall not be used as block valves to the atmosphere.
They shall not be used as the first block valves for the holdup of large volumes of
fluids.
The design shall be bi-directional, or shall meet the design temperatures and
pressures specified for the preferred and non-preferred flow directions, respectively.
Where double block and bleed capability is specified, the installation shall consist of
two valves with a spool piece and bleed valve between.
TEP 5-3-1
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4)
Soft seated valves must pass both the through body and external leakage requirements
per the current edition of API 607.
6.18
Valves for operating temperatures less than -150F shall have an extended bonnet so that the
packing gland is removed from the cold zone to insure proper packing protection. Extended
bonnets shall not be insulated.
6.19
(*) The use of fabricated valves per ASME B16.34, as well as the use of valves with special
class or intermediate ratings per this Standard, requires prior approval from the Owners
Engineer. All fabricated valves shall meet the requirements of Section 11.0 of this Practice.
6.20
(*) A valve Manufacturer with whom an order has been placed shall not suborder assembled
valves from other sources without approval from the Owners Engineer.
7.0
SPECIFIC VALVE REQUIREMENTS
7.1
Gate Valves
7.1.1
Gate valves shall be in accordance with the requirements of this Practice and TEP 5-3-3.
7.1.2
Motor operated gate valves used in Cyclic Reformer Service shall be in accordance with this
Practice and TEP 5-3-13.
7.1.3
Compact and Extended Body Gate Valves shall be in accordance with the requirements of this
7.1.4
Knife gate valves, bonnetless or bonnet type, shall not be used in services with dangerous
materials.
7.1.5
API 603 valves shall not be used where the specified corrosion allowance of the connecting
pipe exceeds 0.03 inches or where a pressure rating greater than ASME Class 150 is specified.
7.1.6
If lower than horizontal installation is required for flexible or solid wedge gate valves, the valve
bonnet shall be provided with a drain. Split-wedge and double-disc gate valves shall be only
installed with the valve stem in vertical position.
7.1.7
(*) For valves NPS 10 and smaller, the end flanges shall not be more than one nominal pipe
size larger than the nominal port size. API 602 and API 606 gate valves are acceptable
reduced port valves, other reduced port valves may be used when approved or specified by the
Owners Engineer. Examples are pressure seal bonnet gate valves conforming to ASME
B16.34.
7.1.8
Gate valves shall not be used to control flow. If control of flow with a gate valve is required in
an emergency, be prepared to replace valve at the next opportunity.
7.2
Compact and Extended Body Gate and Globe Valves
7.2.1
Compact and extended body gate and globe valves shall be in accordance with the
requirements of this Practice and TEP 5-3-6.
7.2.2
Requirements for valves with a bellows seal stem are stipulated in paragraph 7.6 below.
7.3
Ductile Iron Gate Valves

Ductile iron gate valves shall be in accordance with the requirements of this Practice and TEP
5-3-4.
7.4
Globe Valves
7.4.1
Globe valves shall be in accordance with the requirements of this Practice and TEP 5-3-5.
TEP 5-3-1
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7.4.2
Compact and Extended Body Globe valves shall be in accordance with the requirements of this
7.5
Bellows Seal Valves

Bellows seal valves shall be in accordance with the requirements of this Practice and TEP 5-37.
7.6
Check Valves
7.6.1
Steel and ductile iron check valves, flanged end and lug type or wafer type with single or dual
flapper plates, shall be in accordance with the requirements of this Practice and TEP 5-3-8.
7.6.2
The need for and design of external assist or damping devices for the specified check valve
type in a specific compressor discharge service shall be based on the full range of operating
flow conditions.
7.6.3
Dual and single plate lug type check valves per API 594 shall not be used in reciprocating
compressor or pump service.
7.6.4
The use of ball check and lift check valves (straight-through type) with union bonnets shall be
limited to portions of piping systems where pipe unions are permissible; see TEP 5-2-1.
7.6.5
Ball check and lift check valves shall be of the self-closing type (gravity or spring assisted) and
shall not depend on flow reversal to effect closure.
7.6.6
Lift check valves shall not be used in services subject to fouling, coking deposits, or erosion.
7.6.7
Check valves with drilled flapper plates for use with rotating equipment, see TEP 5-6-2, shall be
marked on the valve tag. The marking shall indicate the hole size in the flapper plate.
7.7
Plug Valves
Steel and ductile iron plug valves shall be in accordance with the requirements of this Practice
and TEP 5-3-9.
7.8
Ball Valves
Ball valves shall be in accordance with the requirements of this Practice and TEP 5-3-10.
7.9
Butterfly Valves for Hydrocarbon Service

Butterfly valves for use in hydrocarbon service shall be in accordance with the requirements of
this Practice and TEP 5-3-11.
7.10
Butterfly Valves for Water Service

Butterfly valves for use in utility service shall be in accordance with the requirements of this
7.11
Pressure Relief Valves
7.11.1
Pressure relief valves shall be in accordance with this Practice and TEP 5-3-14.
7.11.2
Sizing of pressure relief valves shall be per TEP 3-7-1.
7.12
Control Valves
Control valves shall be in accordance with the requirements of this Practice and TEP 5-3-17.
TEP 5-3-1
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8.0
ADDITIONAL REQUIREMENTS FOR BLOCK VALVES AND BLEED VALVES
8.1
Block valve isolation requirements are specified in Table 4 for the following services, see
Section 3.0 of this Practice for definitions.
1)
2)
3)
4)
5)
Onstream equipment isolation (including instruments).

Product segregation to prevent contamination.
Segregation for safety.
Slurry service.
General service applications.
8.2
Acceptable Emergency Block Valve (EBV) types and limitations on the use of EBVs are covered
in TEP 5-1-2. EBVs in isolation services shall be per the following:
8.2.1
EBVs shall be flanged, unless buttwelding end valves are specified.
8.2.2
EBVs designated as Type 4 and which require fireproofing of the actuator and leads shall have
an extended bonnet and stem if the valves will be operating in services above 700F.
8.2.3
A plug valve used as an EBV shall be of the lubricated type.
8.2.4
Metal-seated ball valves; or two metal-seated butterfly valves are acceptable for use as EBVs
under the following conditions:
1)
2)
3)
High-temperature stem packing and seats are used.

Valves are tested to comply with the allowable leakage rates of API 598 for metal-seated
gate valves.
Ball valves are provided with a body bleed valve; and double butterfly valve installations
are provided with a bleed valve (between the valves).
8.2.5
Soft seated fire-safe type ball plug, or butterfly valves are permitted for use as EBVs in areas
where there is only a remote chance of fire. (For example: valves located at the shore end of a
marine pier at a minimum distance of 100 feet from the source of a potential leak.)
8.2.6
Unless otherwise specified, EBVs designated as Type 2 that are size NPS 10 and larger or that
are rated above ASME B16.5 Class 300, regardless of size, shall be motor actuated. This
criterion also applies to Battery Limit (BL) valves if they are in dangerous material services.
8.2.7
Chainwheel operation is not permitted.
8.2.8
Additional requirements for EBVs are provided in TEP 3-3-1.
8.3
A single bleed valve, plugged, capped, blinded, or piped to a safe location when specified, shall
be provided for all required applications. Except for the exclusions listed in Paragraph 8.4 of
this Practice, bleed valves shall be located as follows:
8.3.1
Between all double valves.
8.3.2
For pressure relieving (PR) devices:

1)
2)
3)
Between the PR device and the inlet block valve.

Between the PR device and the outlet block valve when the PR device discharges to a
vessel, or to pressurized piping other than a flare pipe header.
When a manually operated bleeder valve is used for overpressure protection against liquid
thermal expansion, the valve shall be installed on the cooler side of all shell-and-tube and
double pipe heat exchangers.
TEP 5-3-1
Revision 0.2
Date: 04/2015
Page: 12 of 22
8.3.3
On the block valve body (position G or H, ASME B16.34 Figure 1 for gate valves), for the
following valves NPS 3 and larger:
1)
2)
3)
4)
8.3.4
Between the block valve and the associated equipment item for the following service conditions
and valves. A drain valve already specified in this location, and not piped to a closed drain
system, is sufficient to meet the requirement.
1)
2)
3)
4)
8.4
Soft seated gate, plug, and ball valves.

Double disc gate valves.
Buttwelding end valves.
All other valves not listed in the next Paragraph (8.3.4).
ASME Class 150 and 300 rating block valves used for Onstream Equipment Isolation for
Non-Dangerous Fluid Service with a design temperature less than or equal to 100F, see
Table 4.
ASME Class 150 and 300 rating block valves used for General Services with a design
temperature less than or equal to 1000F.
All butterfly valves.
All block valves NPS 1-1/2 and smaller.
Bleed valves are not required for:

1)
2)
3)
4)
Single and double block valves at instrument takeoff connections.

Single block valves used for General Services, except when a Pressure relief valve
discharges to a vessel, or to pressurized piping other than a flare pipe header.
Double block valves at vents, drains, flushing and cleaning connections.
Where PR devices are installed for thermal liquid expansion protection.
8.5
The specified bleed valve between double block valves in Slurry Service shall be on the valve
body (position C or D, ASME B16.34 Figure 1 for gate valves).
8.6
Bleed valves shall be NPS 3/4 minimum and shall have socket welded ends. Extended body
valves shall be used for bleed valves when they are available in the required materials and
ASME pressure ratings.
8.7
A double block and bleed valve arrangement shall consist of two block valves with an
intervening section of pipe fitted with a bleed valve or two valves bolted together with an
intervening bleed valve installed per MSS SP-45. No connection other than the bleed valve
shall be made between the block valves.
8.8
Two block valves with bleed connections per this Practice shall be used when a single valve
may be rendered inoperable due to auto-refrigeration of a volatile fluid. The valves shall be
separated by at least six inches of pipe; a bleed connection in the pipe is not required.
8.9
(*) When specified by the Owners Engineer, a double block and bleed valve arrangement shall
be provided to isolate equipment that has a spare or may be bypassed temporarily if it is
probable a single block valve will become corroded, eroded, or fouled such that the installation
of a blind would be hazardous.
9.0
VALVE INSPECTION AND TESTING

(*) Unless otherwise approved by the Owners Engineer, all valves shall be tested in
accordance with TEP 5-3-24.
TEP 5-3-1
Revision 0.2
Date: 04/2015
Page: 13 of 22
10.0
REQUIREMENTS FOR GEAR OPERATORS
10.1
(*) Unless otherwise specified by the Owners Engineer, gear operators (manual) shall be
supplied for gate and globe valves (which are operated more than four times a year), ball and
plug valves, and fire-safe butterfly valves in accordance with the criteria in Table 6.
10.2
When used in liquid service, manually operated quarter turn valves (plug, ball, and butterfly)
regardless of size and location in systems such that rapid closure could produce liquid transient
effects (water hammer) shall be provided with gear operators.
10.3
(*) Clamp-on type chainwheels for valves greater than NPS 2 are not permitted unless approved
by the Owners Engineer.
11.0
REQUIREMENTS FOR VALVES NOT COVERED BY THIS PRACTICE
11.1
(*) Valve body and bonnet (or cover) materials not covered in this Practice or API Standards
shall be approved by Owners Engineer.
11.2
(*) Alternative designs to that specified in this Practice shall be submitted to purchaser for
approval by Owners Engineer. Data shall include:
1)
2)
3)
4)
Demonstrated experience with this valve in similar service.

Drawings that include bolting and gasket design details and a complete bill of materials.
Proof that proposed valve model will meet the fire-safe criteria of this Practice.
Design calculations.
11.3
The minimum body thickness for steel valves shall meet the minimum requirements of ASME
B16.34 for the specified design pressure and temperature. If the specified line corrosion
allowance exceeds 1/8 inch, additional corrosion allowance shall be added to valve body in the
amount of the specified line corrosion allowance that is in excess of 1/8 inch.
11.4
Valves shall be tested in accordance with TEP 5-3-24.
12.0
RECONDITIONED VALVES
The use of reconditioned valves for new projects is prohibited.
TEP 5-3-1
Revision 0.2
Date: 04/2015
Page: 14 of 22
13.0
TABLES
Table 1 Industry Valve Standards and the Transportation Engineering Practices
Valves
Applicable
Industry
Standard(6)
Size
Range
(in)(1)
Recommend
ed Size Limit
Inches
Rating
(Class)
Fitting
Applicable
Standard(3)
Practice
Type
Body
Material
Gate,
Hard/Soft Seat
Steel
API 600
1 - 24
24
1502500(2)
B16.5
TEP 5-3-3
Gate,
Compact/Exte
nded Body
Steel
API 602
1/4 - 4
150, 300,
600, 800,
1500
B16.11
TEP 5-3-6
Gate,
Compact/Exte
nded Body
Bellows Seal
Steel
ASME
B16.34(10)
1/4 - 4
150, 300,
600, 800,
1500
B16.11
TEP 5-3-7
Gate,
Hard/Soft Seat
CRA(4)
API 603
1/2 - 2
12
150 (2)
B16.5
TEP 5-3-3
Cast
Gate,
Iron/Ductil
Hard/Soft Seat
e Iron
MSS SP70/API 600
1-1/2 - 24
24
150, 300
B16.1
B16.42
TEP 5-3-4
Gate
Bronze
MSS SP-80
1-1/2 - 3
125-350
B16.15
(9)
Globe
Steel
ASME
B16.34(10)
1-24
24
150-2500
B16.5
TEP 5-3-5
Globe,
Compact/Body
Extended
Steel
ASME
B16.34(10)
1/4 - 4
150-2500
B16.11
TEP 5-3-6
Globe,
Compact/Body
Extended
Bellows Seal
Steel
ASME
B16.34(10)
1/4 - 4
150-2500
B16.11
TEP 5-3-7
Bronze
MSS SP-80
1-1/2 - 3
125-350
B16.15
(9)
Check, Swing
Steel
API 594
1 - 24
24
1502500(2)
B16.5
TEP 5-3-8
Check, Lift/Ball
Steel
ASME
B16.34(10)
3/4 - 3
150-600
B16.11
(9)
Check, Wafer
Steel
API 594
(5)
48
1502500(2)
B16.5,
B16.47
TEP 5-3-8
Check,
Swing/Lift/Ball
Bronze
MSS SP-80
3/4 - 3
125-350
B16.15,
B16.24
(9)
Plug,
Lubricated/No
n-lubricated
Steel
API 599
1 - 36
36
1502500(2)
B16.5,
B16.47
TEP 5-3-9
Globe
(2)
TEP 5-3-1
Revision 0.2
Date: 04/2015
Page: 15 of 22
Table 1 Industry Valve Standards and the Transportation Engineering Practices

Valves
Applicable
Industry
Standard(6)
Size
Range
(in)(1)
Recommend
ed Size Limit
Inches
Rating
(Class)
Ductile
Iron
API 599
1 - 36
36
150-300
B16.42
TEP 5-3-9
Ball, Hard/Soft
Seat
Steel
API 608
1 - 24
24
1502500(2)
B16.5
TEP 5-3-10
Butterfly,
Hydro-carbon
Service
Steel
API 609
2 - 24
24
150-600
B16.5
TEP 5-3-11
TEP 5-3-12
Body
Material
Type
Plug
Fitting
Applicable
Standard(3)
Practice
(12)
API 609/
MSS-SP-67
2 - 48
48
150-300
B 16.1,
B16.5,
B16.24,
B16.42,
B16.47
Pressure
Relief Valves
Steel
ASME B &
PV
Code(7)(11)
1 - 12
12
150-2500
B16.5
TEP 5-3-14
Control Valves
Steel
ASME
B16.34 (7)
1/2 - 16
12
150-2500
B16.5
TEP 5-3-17
Butterfly, Utility
Service
Notes:
1) Varies significantly depending on material rating. Listed size represents maximum regularly produced by one or
more Manufacturers for Class 150 and 300 carbon steel. Larger sizes always available on special order basis.
2) Rating may be limited by pressure/temperature limits of soft-seat material, refer to Manufacturers Standard.
3) Valves normally produced to be compatible with the pressure/temperature ratings of the indicated ASME OR ANSI
fitting standard.
4) DELETED.
5) Valves in sizes: 2 inch through 12 inch available in all ratings; 14 inch through 18 inch available through class 900
rating: and 20 inch through 48 inch available through class 300 rating.
6) ASME B16.34 wall thickness may be specified for steel or CRA (Corrosion Resistant Alloy) valves with corrosion
allowances 1/8 inch. When another standard also applies, both can be referenced, e.g., Class 300 nickel alloy
gate valve per API 600 except wall thickness per ASME B16.34.
7) Trim material per API 600.
8) Trim material per API 594.
9) Valve shall be purchased to the applicable Industry Standard.
10) Trim material per API 600. If Class 800 is specified for carbon steel valves, the minimum body thickness shall be
as specified in API 602.
11) Pressure Relief Valves shall be designed in accordance with the ASME VIII-Div. 1 or ASME VIII-Div. 2, as
applicable, and API 526.
12) Materials include steel, ductile iron and bronze.
TEP 5-3-1
Revision 0.2
Date: 04/2015
Page: 16 of 22
Table 2 Valve Trim Selection for Block, Globe and Check Valves
Trim Service
Classification
API Trim Numbers(2) (3)

Service Description
Wet H2S, Cyanides(4)
Threaded or
Socket
Welding Ends
10
10
Block, Globe, Check
9(6)
9(6)
Block, Globe, Check
10(7)
10(7)
Segregation for SafetyCyclic Reformer Valves
Gate
Onstream Equipment
Isolation-Dangerous Fluids
Block
Hydrocarbon 68_ API and

heavier. Also water,
instrument air, insert gas
and caustic
Block
1, 5, 8
1, 5, 8
Hydrocarbon service
lighter than 68_ API and
steam with a fluid
temperature 750F
Block
5, 5A, 6, 7, 8,
8A
1, 5
Hydrocarbon service
lighter than 68_ API and
steam with >750oF
Block
Block, Globe, Check
9(6)
9(6)
Globe, Check
1, 5, 8
1, 5, 8
Rich or Lean Amine
General
Flange or
Buttwelding
Ends
Block, Globe, Check
Material Corrosion HCL(5)
Special Isolation
Valve Type(1)
Oxygen
All
Notes:
1) Block valves include gate, plug, ball and butterfly types.
2) Metal seating surfaces in soft seated block valves are also covered by this table.
3) Where more than one API Trim No. is provided for a specific trim service classification, the most economical
selection shall be made. Trim materials are selected for corrosion resistance and to prevent galling of seated
surfaces.
4) Hydrogen charge due to corrosion of CS valve body causes cracking of hardened heat affected zones due to
welding. 316SS to CS weld is much softer due to Ni content of SS versus 13 Cr to CS weld which has a higher
hardness in the Heat Affected Zone.
5)
HCL service is defined in TEP 10-2-1.
6)
7)
Monel trim limited to 450F.

For temperatures less than or equal to 200F. For temperatures greater than 200F or pressure drops greater
than 100 psig (control valves), an AISI Type 316 valve body with Hastelloy C or titanium trim shall be used.
TEP 5-3-1
Revision 0.2
Date: 04/2015
Page: 17 of 22
Table 3 Temperature Limits of Soft Seal Material

Material
Upper Temperature Limit(1) (F)
Reinforced PTFE (Teflon)
450
PTFE (Teflon)
400
FEP (Teflon)
400
Kel F
400
Viton A
400
Buna N
250
Neoprene
200
Note:
(*) The upper temperature limit may be exceeded based on Manufacturers experience, and if approved by the
Owners Engineer. The lower temperature limit for these materials shall be per the Manufacturers Standard and is
TEP 5-3-1
Revision 0.2
Date: 04/2015
Page: 18 of 22
Table 4 Block Valve Requirements
Application
ONSTREAM EQUIPMENT
ISOLATION (including
instruments), such as:
Spread equipment and

equipment capable of
being bypassed.
Process unit area limits.
Storage Tanks and

Vessels.
Control and Protective

System Valve Stations
(excluding bypass valves).
Fluid
Jumper connections
between product lines.
Unit bypasses such as

around reactors.
SEGREGATION FOR SAFETY,

such as at:
SLURRY SERVICE, such as with

solids content greater than 0.1
lb/gal
Number of
Valves (Any
Type) Single(1)
Single(2)
T400F and
Rating 300
Single(1)
T1000 F and
Rating 300
Single(2)
Non-Dangerous
Dangerous
T1000 F and
Rating 300
Single(3)
Any
Either
T > 100 F or
Rating 600
Double
PRODUCT SEGREGATION TO
PREVENT CONTAMINATION,
such as at:
Max. Fluid
Design
Temperature,
and ASME
Rating, Class
T 400 F and
Rating 600
Single or
Double(1)
Any
Either
T > 400 F or
Rating 800
Any
Any
T 400F and
Any rating
For ASME
B16.5 Class 150
rating: flexible(5)
For ASME
B16.5 Class 300
rating and
higher: flexible,
split, or double
disc(5)
For ASME
B16.5 Class 150
rating: flexible(5)
Double
For ASME
B16.5 Class 300
and higher:
flexible, split, or
double disc(5)
Double
Double disc,
flexible wedge,
or split
wedge(5)(6)
Single(3)
Any
T > 400F and
Any rating
Wedge Design
for Gate Valve
Double(4)
For ANSI Class

150 rating: solid
or flexible
For ANSI Class
300 rating and
higher; flexible,
split, or double
disc(5)
TEP 5-3-1
Revision 0.2
Date: 04/2015
Page: 19 of 22
Table 4 Block Valve Requirements
Application
Fluid
Max. Fluid
Design
Temperature,
and ASME
Rating, Class
Number of
Valves (Any
Type) Single(1)
Single(2)
T 400F and
Rating 300
Single(1)
T 1000F and
Rating 300
Single(2)
Either
T> 1000F or
Rating 600
Double(7)
Wedge Design
for Gate Valve
GENERAL SERVICES, such as

at:
Utility Connections to
Piping and Equipment.
Pressure Relieving
Systems including Relief
Valve Bypass Lines.
Control and Protective

System Valve Station
bypasses over NPS 2.
Process cooling water.
Vents, Drains, Flushing

and Cleaning
Connections.
Burner Piping for Fired

Heaters and Boilers.
Any
Solid or flexible
Notes:
1) A single soft seated gate, plug or ball valve with a body bleed installed per this Practice. Alternatively, a single
metal seated valve or, if approved by the Owners Engineer, two fire-safe butterfly valves with a bleed valve
arrangement per this Practice are permitted in cases where an economic advantage can be realized.
2) (*) A single metal seated gate, plug or ball valve.
3) A single metal seated gate, plug or ball valve with a body bleed installed per this Practice. Alternatively, two
valves with metal seats and a bleed valve arrangement per this Practice are permitted in cases where an
economic advantage can be realized.
4) (*) Applies for onstream equipment isolation and sample outlet piping only. The number of block valves for other
slurry services shall be the same as for non-slurry service based on specific applications per this table.
5) Valve NPS 2 and smaller may be of the solid wedge type.
6) Valves cycling 10 times or more a year shall have wedge guides hard faced with CoCr-A.
7) A single block valve shall be used with a blind for flanged connections. When specified by the Owners Engineer, a
single block valve with a plug may be used if these connections are only used during commissioning and
decommissioning when the equipment is at low temperature and pressure (a pressure and temperature
combination within the limits of an ASME B16.5 Class 300 rating). These connections shall be noted on the
relevant P&ID.
TEP 5-3-1
Revision 0.2
Date: 04/2015
Page: 20 of 22
Table 5 Valve Bonnet Requirements

PWHT
GATE, GLOBE, and PLUG

NPS 2
BALL and CHECK
> NPS 2
NPS 2
> NPS 2
All Classes other than ASME 2500(2)

No PWHT
Required
Bolted
Welded(3)
Bolted
Bolted
Bolted
PWHT
Required
Bolted
Welded(3)
Bolted
Bolted
Bolted
No PWHT
Required
Pressure-Seal
Welded(3)
Bolted
Pressure-Seal(3)
Welded(3)
Pressure-Seal
Bolted
Pressure-Seal(3)
PWHT
Required
Pressure-Seal
Welded(3)
Bolted
Pressure-Seal(3)
Welded(3)
Pressure-Seal
Bolted
Pressure-Seal(3)
ASME 2500
Notes:
1) Unless otherwise approved by the Owners Engineer, valves not listed in this table shall be Bolted Bonnet design
except for Class 2500 valves NPS 2 shall be Pressure-Seal design.
2) Pressure-Seal bonnet design may be considered for steam or other clean, non-corrosive services, with ASME
Class 900 rating and higher; see paragraph 6.4.
3) This noted bonnet design is not the preferred bonnet design for the valve size and pressure class per paragraph
6.3. Usage of this bonnet design requires the approval of the Owners Engineer.
TEP 5-3-1
Revision 0.2
Date: 04/2015
Page: 21 of 22
Table 6 Size Requirements for Valve Gear Operators

ASME Primary Rating,
Class
Valve Type and Size (NPS inches)(1)

Gate or Globe
Ball or Plug
Butterfly
150(2)
14
300(3)
10
600
900
1500
2500
Notes:
1) (*) Gear operators shall be provided for the following sizes and larger unless otherwise specified by the Owners
Engineer.
2) Includes ASME Class 125 and 250 cast iron.
3) Includes ASME Class 300 ductile iron.
TEP 5-3-1
Revision 0.2
Date: 04/2015
Page: 22 of 22
14.0
REVISION LOG
Action
Date
Rev.
Approver
Release
05/2013
0.0
The Equity Engineering

Group, Inc.
Revision
09/2014
0.1
Ed Hetsko
0.2
The Equity Engineering

Group, Inc.
Technical
04/2015
Description
Initial Release.
Additions and revisions to

Table 3.
Revised Table 2 to document
the trim selected for oxygen
applications currently being
used in the piping classes.

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TEP 5-3-1

VALVE DESIGN AND SELECTION CRITERIA

VALVE STANDARDS ............................................................................................................................6

VALVE COMPONENT MATERIALS.....................................................................................................6

GENERAL VALVE REQUIREMENTS ..................................................................................................6

SPECIFIC VALVE REQUIREMENTS ...................................................................................................9

GATE VALVES ................................................................................................................................................9

ADDITIONAL REQUIREMENTS FOR BLOCK VALVES AND BLEED VALVES ...........................10

VALVE INSPECTION AND TESTING.................................................................................................12

REQUIREMENTS FOR GEAR OPERATORS....................................................................................12

REQUIREMENTS FOR VALVES NOT COVERED BY THIS PRACTICE ........................................13

RECONDITIONED VALVES ................................................................................................................13

REVISION LOG ....................................................................................................................................22

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VALVE DESIGN AND SELECTION CRITERIA

A revision bar indicates all changes to this Revision.

Transportation Engineering Practices

Deviations to the Transportation Engineering Practices

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VALVE DESIGN AND SELECTION CRITERIA

Standards and Publications

ASME Codes and Standards

User Acceptance of Refinery Valves

Standard Marking System for Valves, Fittings, Flanges, and Unions

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VALVE DESIGN AND SELECTION CRITERIA

Aggressive Environmental Service (AES) Process services which result in material

Dangerous Materials Materials as defined below:

Inspector A Phillips 66 Pipeline LLC. appointed engineer or inspector.

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VALVE DESIGN AND SELECTION CRITERIA

Non-Lubricating Service Is defined as hydrocarbons lighter than 68 API, including vapor.

Owner Phillips 66 Pipeline LLC.

Owners Engineer A Phillips 66 Pipeline LLC. appointed engineer.

Product Segregation to Prevent Contamination Is an application referred to in this Practice to

Purchaser The party placing a direct purchase order.

The purchaser is the Owners

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VALVE DESIGN AND SELECTION CRITERIA

VALVE COMPONENT MATERIALS

GENERAL VALVE REQUIREMENTS

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VALVE DESIGN AND SELECTION CRITERIA

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VALVE DESIGN AND SELECTION CRITERIA

The following limitations apply to wafer and lug type valves:

The increased pressure drop is considered in the design of the piping.

They shall not be used as block valves to the atmosphere.

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VALVE DESIGN AND SELECTION CRITERIA

SPECIFIC VALVE REQUIREMENTS

Compact and Extended Body Gate and Globe Valves

Ductile Iron Gate Valves

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VALVE DESIGN AND SELECTION CRITERIA

Bellows Seal Valves

Butterfly Valves for Hydrocarbon Service

Butterfly Valves for Water Service

Pressure Relief Valves

Sizing of pressure relief valves shall be per TEP 3-7-1.

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VALVE DESIGN AND SELECTION CRITERIA

ADDITIONAL REQUIREMENTS FOR BLOCK VALVES AND BLEED VALVES

Onstream equipment isolation (including instruments).