PETRONAS TECHNICAL STANDARDS

PTS Publication

PTS 00.01.02
October 2013

© 2013 PETROLIAM NASIONAL BERHAD (PETRONAS)

All rights reserved. No part of this document may be reproduced, stored in a retrieval system or transmitted in any form
or by any means (electronic, mechanical, photocopying, recording or otherwise) without the permission of the copyright
owner. PETRONAS Technical Standards are Company’s internal standards and meant for authorized users only.
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FOREWORD

PETRONAS Technical Standards (PTS) has been developed based on the accumulated knowledge,
experience and best practices of the PETRONAS group supplemented by national and international
standards where appropriate. The key objective of PTS is to ensure standard technical practice
across the PETRONAS group.

Compliance to PTS is compulsory for PETRONAS-operated facilities and Joint Ventures (JVs) where
PETRONAS has more than fifty percent (50%) shareholding and/or operational control, and includes
all phases of work activities.

Contractors/manufacturers/suppliers who use PTS are solely responsible in ensuring the quality of
work, goods and services meet the required design and engineering standards. In the case where
specific requirements are not covered in the PTS, it is the responsibility of the
Contractors/manufacturers/suppliers to propose other proven or internationally established
standards or practices of the same level of quality and integrity as reflected in the PTS.

In issuing and making the PTS available, PETRONAS is not making any warranty on the accuracy or
completeness of the information contained in PTS. The Contractors/manufacturers/suppliers shall
ensure accuracy and completeness of the PTS used for the intended design and engineering
requirement and shall inform the Owner for any conflicting requirement with other international
codes and technical standards before start of any work.

PETRONAS is the sole copyright holder of PTS. No part of this document may be reproduced, stored
in a retrieval system or transmitted in any form or by any means (electronic, mechanical, recording
or otherwise) or be disclosed by users to any company or person whomsoever, without the prior
written consent of PETRONAS.

The PTS shall be used exclusively for the authorised purpose. The users shall arrange for PTS to be
kept in safe custody and shall ensure its secrecy is maintained and provide satisfactory information
to PETRONAS that this requirement is met.
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ANNOUNCEMENT

Please be informed that the entire PTS inventory is currently undergoing transformation exercise
from 2013 - 2015 which includes revision to numbering system, format and content. As part of this
change, the PTS numbering system has been revised to 6-digit numbers and drawings, forms and
requisition to 7-digit numbers. All newly revised PTS will adopt this new numbering system, and
where required make reference to other PTS in its revised numbering to ensure consistency. Users
are requested to refer to PTS 00.01.01 (PTS Index) for mapping between old and revised PTS
numbers for clarity. For further inquiries, contact PTS administrator at
[email protected]
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Table of Contents

1.0 INTRODUCTION ............................................................................................................... 5

1.1 SCOPE ....................................................................................................................... 5
1.2 GLOSSARY OF TERMS ................................................................................................ 5
1.3 SUMMARY OF CHANGES .......................................................................................... 6
2.0 PTS DOCUMENT MANAGEMENT PROCEDURE ................................................................... 7
2.1 INDEX TO PTS REVISION ............................................................................................ 7
3.0 TYPES OF PTS ................................................................................................................... 8
3.1 PTS DOCUMENTS ...................................................................................................... 8
3.2 OTHER DOCUMENTS ................................................................................................. 9
4.0 STANDARD STRUCTURE OF PTS DOCUMENTS ................................................................. 10
5.0 SPECIFIC RULES FOR PTS CONTENTS................................................................................ 11
5.1 CLARITY OF MEANING ............................................................................................. 11
5.2 MINIMUM REQUIREMENTS .................................................................................... 11
5.3 PROCESS SAFETY REFERENCE .................................................................................. 11
5.4 REFERENCED STANDARDS ....................................................................................... 11
5.5 MIXING OF EXTERNAL STANDARDS ......................................................................... 12
5.6 COMMERCIAL STATEMENTS .................................................................................... 12
5.7 COPYRIGHT ............................................................................................................. 13
5.8 TRADE- AND COMPANY NAMES .............................................................................. 13
5.9 PROPRIETARY INFORMATION .................................................................................. 13
5.10 USE, DISTRIBUTION & REGULATORY CONSIDERATIONS ........................................... 13
5.11 CROSS-REFERENCES WITHIN A PTS .......................................................................... 13
5.12 VALUES AND TOLERANCES ...................................................................................... 13
5.13 UNITS ...................................................................................................................... 13
5.15 KEY DESIGN MAPPING ............................................................................................. 14
6.0 BIBLIOGRAPHY............................................................................................................... 15

APPENDIX 1: STANDARD STRUCTURE OF A PTS ........................................................................... 16

APPENDIX 2: EDITORIAL AND TYPOGRAPHICAL REQUIREMENTS ................................................. 20
APPENDIX 3: WORD PROCESSOR SETTINGS................................................................................. 23
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1.0 INTRODUCTION

This PETRONAS Technical Standard (PTS) serves as a standard manual for the development
of PTS. All PTS developers and reviewers must fully understand this PTS and apply its
guidelines when developing new or reviewing current PTS

1.1 SCOPE

This PTS stipulates policies and specifies rules and standards for writing and maintenance of
PTS. It is applicable to all PTS created or revised after the issue date of this manual.

1.2 GLOSSARY OF TERMS

1.2.1 General Definition of Terms & Abbreviations

Refer to PTS Requirements, General Definition of Terms, Abbreviations & Reading Guide PTS
00.01.03 for General Definition of Terms & Abbreviations

1.2.2 Specific Definition of Terms

No Terms Description

1 Administrator Person responsible for the administration of

the PTS Management System NOTE: The
Administrator is currently GTS, PETRONAS
and may be contacted at
[email protected]

2 Author Person responsible for writing and revising

PTS. The Author acts as the focal point for
questions relating to the content and
meaning of the PTS and is assigned by a
Custodian

3 Standard Document, established by consensus and

approved by a recognised body, that
provides, for common and repeated use,
rules, guidelines or characteristics for
activities or their results, aimed at the
achievement of the optimum degree of order
in a given context

Note: Sources from ISO/IEC Guide 2

Table 1: Specific Definition of Terms

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1.2.3 Specific Abbreviations

No Abbreviations Description

1 GTS Group Technical Solutions

Table 2: Specific Abbreviations

1.3 SUMMARY OF CHANGES

This PTS 00.01.02replaces PTS 00.00.00.30 (October, 2012)

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2.0 PTS DOCUMENT MANAGEMENT PROCEDURE

The PTS documentation process from initiation, preparation, verification, review, approval
until endorsement must be followed to meet the requirements of ISO 9001: 2008. The
descriptions of these requirements are detailed out in PETRONAS Technical Standards
Management Procedure. In addition, the document functions as an instrument to ensure
that work processes are followed and understood by all staff involved in the PTS Document
Management Process within the organization.

2.1 INDEX TO PTS REVISION

The Index to PTS 00.01.01 shall be issued at least annually. It shall identify the latest edition
of the indexed PTSs and update the current status of the PTS.
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3.0 PTS TYPE

3.1 PTS DOCUMENTS

PTS documents are exclusively classified as Technical Specification and are meant for
internal and authorised external distribution.

Note: Technical Specifications aim mainly at a basis for understanding between the Owner, Contractor and Supplier providing
detailed requirements to be satisfied by a product, a material or a process and indicating the criteria to judge compliance.
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3.2 OTHER DOCUMENTS

Other documents such as Requisitions (R), Standard Forms (F) and Standard Drawings (D) are
identified by the respective codes in PTS 00.01.01 and PTS 00.11.01

i. REQUISITION (R)
Requisitions provide the engineering information required for the procurement of
equipment and materials.

ii. STANDARD FORM (F)

Standard forms are documents used to present information in a consistent manner.

iii. STANDARD DRAWINGS (D)

Standard Drawings are engineering dimensional drawings which comprises of

plan/sketch/line diagram for plant or components.
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4.0 STANDARD STRUCTURE OF PTS DOCUMENTS

Every PTS layout and basic content structure is standardized and further explained in
(Appendix 1). The basic requirements for the editorial and typographical requirements are
given in (Appendix 2). Word processor settings are described in (Appendix 3).
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5.0 RULES FOR PTS CONTENT DEVELOPMENT

5.1 CLARITY IN SPECIFYING REQUIREMENTS

5.1.1 Requirements shall be clearly specified in a concise and logical manner in order to avoid any
possible misinterpretation to ensure that requirements specified meets the minimum
standards while minimising the needs for variations The basis for a requirement should not
be stated unless considered essential to understand the requirement. There shall not be
inconsistencies between one section of text and another or between one PTS and another.
Inclusion of information that is expected to be known by the intended user should not be
included

5.1.2 PTSs shall not be ambiguous where requirements and specifications could vary according to
situation unless the variations and its differing applications are clearly defined. In such cases
if a decision is required in selecting a requirement or specification the Action Item approach
should be used as described in Appendix 1 Section 3.7 where the decision is made by the
respective discipline Technical Authority

5.1.2 Where possible it is recommended to tabulate and illustrate requirements for better clarity.
However the use of photographs are not allowed as the quality of the image may vary and
affect the overall quality of the illustration.

5.1.3 The use of the terms “shall” or “must” indicates a requirement and “should” or “may”
indicates a recommendation and these terms to be used by the authors to differentiate
between a requirement and recommendation.

5.3 PROCESS SAFETY REFERENCE

Any specific reference to Process Safety Requirements (PSR) shall be given emphasis and not
allowed to be deviated. When such process safety requirement term is used in any phrase /
sentence/ paragraph, it shall be indicated as bold shall with bracket symbol in bold (PSR) in
superscript as per example below:

“Valves controlled by Safety Instrumented System (SIS) and used either for isolating or for
depressurizing the plant under emergency conditions shall (PSR) be sized and selected fully
based on the process requirement with considerations of safety factors”.

5.4 MAKING REFERENCES TO STANDARDS

5.4.1 Copying of sections from external standards shall be avoided. However when an external
standard is adopted and amendments or supplements are required, the author shall rewrite
the required amendments or supplements without making any reference to specific clauses
of the external standards. It would serve as a “stand alone” document that indicates the
additional technical requirement over and above the adopted standard.

5.4.2 Copying of sections from other PTSs or from PETRONAS internal guidelines and manual
should be avoided. Making references to PETRONAS internal guidelines and manuals shall be
avoided as these documents are not made available to external parties.
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5.4.3 When making reference to an external standard, the following hierarchy of preference shall
be adhered to:

i. International standards;
ii. Regional standards;
iii. Local statutory & regulatory requirements;
iv. Industry standards.

5.4.4 Referencing standards in text

Referenced standards shall only be identified by the specific number of the standard and
shall not include the title of the standard. Following are examples of making references in
text for International Standards and PTS

International Standards:

“The sampling system shall be designed in accordance with guidelines in IP Petroleum

Measurement Manual Part VI Sampling Section 2, ISO 3171 and API MPMS Chapter 8 of
latest edition”.

PTS:

“The overall design of the Antisurge Control System shall comply with PTS 14.10.03. The
scope of supply of the Vendor shall be consistent with Option F as per Section 3.1 of PTS
14.10.03”.

5.4.6 Listing referenced standards in Bibliography

All referenced standards and other relevant references shall be cited in the Bibliography
section under its own heading. It shall begin with internal standards e.g. PTS and standard
drawings, requisitions and forms. This is followed by external standards arranged in
alphabetical order e.g. American, British, European, German, International etc. External
standards shall be followed by the address where the standards can be obtained. Lastly
other references shall be included e.g. Books, websites etc. .

5.4.7 When making references to other relevant material such as books websites etc. ISO 690 shall
be used as guide for referencing other materials.

5.5 MIXING OF EXTERNAL STANDARDS

References to external standards for execution should not be mixed within the PTS unless
the intent is not to override. For example if design codes are ASME, the welding detail or
material of construction shall not be as per BS standards. However some component design
is not indicated in ASME it may be considered from other codes/standards if

5.6 REFERENCE TO COMMERCIAL STATEMENTS

PTS shall only specify technical requirements and refrain to making any references to
commercial arrangements such price, warranties, guarantees etc.
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5.7 COPYRIGHT INFRINGEMENT

PTS shall not include any specific material that may infringe on any party’s copyright. If prior
written permission is obtained from the copyright holder the specific materials can be
included into the PTS

5.8 USE OF TRADE- AND COMPANY NAMES

Specific trade and company names including PETRONAS trade names shall not be used or
referred to in PTS. This is to avoid indication of favouritism to any particular brand or
supplier.

5.9 REFERENCE TO PETRONAS PROPRIETARY INFORMATION

PTS that are meant for external distribution i.e. Technical Specifications shall not contain any
PETRONAS propriety information

5.10 USE, DISTRIBUTION & REGULATORY CONSIDERATIONS

5.10.1 PTS distribution is restricted to PETRONAS Group of Companies and for joint ventures where
PETRONAS has more than 50% shareholding and/or operational control, unless otherwise
authorised by PETRONAS.

5.10.2 The Contractor shall determine as acceptable for use, the more stringent of requirements be
it of PTS or of existing national and/or local regulations or a combination of requirements
with regards to safety, environmental, economic and legal aspects. In order to comply with
national and/or local regulations, the Contractor shall inform the Owner of any exception
from the requirements in PTS. In order to follow PTS as closely as possible, the Owner may,
in turn, negotiate with the Authorities concerned.

5.11 CROSS REFERENCING WITHIN A PTS

Where cross-references to other parts of a PTS are made, the referenced section number
should be shown in brackets.

5.12 USE OF SPECIFIC VALUES AND TOLERANCES

Values specified shall be made clear whether they are nominal, maximum or minimum
values or are subject to tolerances.

5.13 REFERENCE UNITS

The International System of Units (SI) and PTS 00.01.04 shall be applied in PTS

5.14 SUMMARY OF CHANGES

When revising a PTS, a detail summary of changes needs to be recorded in APPENDIX 7 in

accordance with PTS Management Procedure and submitted to PTS Administrator as part of
the submission process. The summary of changes will be made available in PTS site on AXIS
in a separate file for user reference.
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5.15 KEY DESIGN MAPPING

For PTS that are classified as Technical Specification, it is required to tabulate a key design
mapping of specific design parameters/requirements that serves as technical basis to meet
the specified design performance. The key design mapping shall be recorded in APPENDIX 7
in accordance with the PTS Management Procedure and submitted to PTS Administrator as
part of the submission process. The key design mapping shall be made available in PTS site
on AXIS in a separate file for user reference.
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6.0 BIBLIOGRAPHY

In this PTS, reference is made to the following Standards/Publications. Unless specifically

designated by date, the latest edition of each publication shall be used, together with any
supplements/revisions thereto:

PTS STANDARDS

Index to PTS PTS 00.01.01

Index to Standard Drawings PTS 00.11.01

SI Quantities & Units PTS 00.01.04

INTERNATIONAL STANDARDS

Standardization and related activities - General ISO/IEC Guide 2

vocabulary

Information and documentation - Guidelines for ISO 690

bibliographic references and citations to
information resources

OTHER STANDARDS

PETRONAS Technical Standards Management Version 1.2

Procedure
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APPENDIX 1: STANDARD STRUCTURE OF A PTS

1.0 GENERAL

PTSs shall be structured as follows:

Title page

Foreword

Table of contents

1.0 INTRODUCTION

1.1 SCOPE

1.2 GLOSSARY OF TERMS

1.2.1 GENERAL DEFINITION OF TERMS & ABBREVIATIONS

1.2.2 SPECIFIC DEFINITION OF TERMS

1.2.3 SPECIFIC ABBREVIATIONS

1.3 ACTION ITEMS (If Applicable)

1.4 SUMMARY OF CHANGES

2.0 MAIN TEXT

BIBLIOGRAPHY

APPENDICES (if applicable)

This PTS itself serves as an example of the general structure of PTS.

Tables and figures may be inserted in the main text or in the Appendices.

3.0 PRELIMINARY PAGES

3.1 TITLE PAGE

The title page indicates the PTS title, PTS number and PTS date. The title page also includes a
standard copyright statement.
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3.2 FOREWORD

The foreword is standardized for all PTSs. It has been carefully worded and endorsed by GTS
Management. It shall not be changed unless agreed to by GTS Management and, if
necessary, endorsed by PETRONAS T&E Legal Unit.

3.3 TABLE OF CONTENTS

The table of contents shall list sections and subsections only Appendices shall be listed in the
table of contents.

3.4 INTRODUCTION

This section provides a summary of the purpose of the PTS. It shall consist of up to three (03)
subsections namely, Scope, Glossary of Terms and Summary of Changes, depending on
applicability. These subsections shall be preceded with an introductory statement or
statements that state the purpose of the PTS. If a PTS is adopted from an external standard,
the introductory statement may read: “This PTS is adopted from XX Standards with
exceptions . . .” Otherwise, the introductory statement could read: “This statement was
initiated (state reason) . . . .”

3.5 SCOPE

Every PTS shall contain a scope that specifies the extent the subject matter covers and
specific exclusions it should be a statement and should not contain requirements. A typical
scope is as follows: This PTS specifies requirements and gives recommendations for .......
......... ......... ........ ........ ....................... ............ and is valid for operating pressures up to
.......… Applications in which the operating temperature can fall below minus 10 °C are
excluded from the scope of this PTS.

3.6 GLOSSARY OF TERMS

3.6.1 General Definition of Terms

The following standard clause shall be used: “Refer to PTS Requirements, General Definition
of Terms & Reading Guide PTS 00.01.03 for General Definition of Terms”

3.6.2 Specific Definition of Terms

Definitions of words (normally technical terms) that are used in the PTS that requires
defining shall be included here. Words that are only used in a limited part of the PTS should
be defined at the first place of use rather than here.

Indicate “None”if there is no specific definition

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3.6.3 Specific Abbreviations

Abbreviations that are not commonly used shall be provided. These may be combined with
the specific definitions (3.6.2). If the abbreviations are only used in a limited part of the PTS,
it should be defined directly in the main text

Indicate “None”if there is no specific abbreviation

3.7 ACTION ITEMS

If the PTS is constructed such that a list of Action Items is considered necessary, a
description of what these mean shall be provided.

A typical clause would be:

In applying this PTS, items that require information to be provided or a decision to be made
are indicated in open and closed brackets with AI (Action Item) followed by a running
number starting with 1 in superscript placed at the end of the closed bracket. A summary
list of all such “Action Items” is given in APPENDIX.....

3.8 SUMMARY OF CHANGES

For PTS that are revised, it is required to only indicate the paragraph where the changes
have been made i.e. “The previous edition of this PTS 12.XX.XX (Month, Year) has been
revised and changes to the following paragraphs have been made: 1.2, 3.4, etc.”

If the PTS has undergone major changes to content and format, the following statement
shall be used i.e. “This PTS 12.XX.XX replaces PTS 12.XX.XX (Month, Year)”

For new PTS, the following statement shall be used i.e. “This is a new PTS”

4.0 MAIN TEXT

Development of the main text shall adhere to specific rules as stated in section (5) of this
PTS. Editorial and typographical requirements that needs to be adhered to is stipulated in
(Appendix 2)

5.0 BIBLIOGRAPHY

The following standard clause should precede the list of referenced standards:

In this PTS, reference is made to the following other Standards/Publication. Unless

specifically designated by date, the latest edition of each publication shall be used, together
with any supplements/revisions thereto:

6.0 APPENDICES
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Appendices are meant to serve as additional reference which is not practical to be included
in the main text. List of Appendices shall be included in the table of contents.
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APPENDIX 2: EDITORIAL AND TYPOGRAPHICAL REQUIREMENTS

1.0 GENERAL

This appendix describes the editorial and typographical requirements for PTS.

All PTSs are written using Microsoft Word 2010. Please refer to Appendix 3 for word
processor settings.

2.0 NUMBERING OF SECTIONS

Section numbering and further divisions of the section shall be carried out in the following
way:

Sections: 1.0., 2.0., 3.0., etc. (Title Required)

Subsections: 1.1, 1.2, 1.3, etc. (Title Required)

Sub-subsections: 1.1.1, 1.1.2, etc. (Title is optional)

All paragraphs should be numbered, unless the subsequent paragraph refers to the same
point. Use of Roman Numerical (i., ii. iii. etc.) followed by alphabets (a), b), c) etc.) if
necessary shall be used with a single tab where appropriate to highlight sub points at the
author’s discretion.

3.0. PAGE BREAKS

All sections shall start on a new page.

4.0 TYPE STYLE FOR SECTION HEADINGS

The type style for headings shall be as follows:

Sections: 1.0, 2.0, 3.0, etc. IN CAPITALS AND IN BOLD TYPE

Subsections: 1.1, 1.2, 1.3, etc. IN CAPITALS AND IN BOLD TYPE

Sub-subsections: 1.1.1, 1.1.2, etc. In Lower Case not Bold

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5.0 TYPOGRAPHICAL LAYOUT

5.1 NOTES ADDED TO TEXT

Notes shall be used to provide additional information or reference to a subject or clause and
should immediately follow the respective subject or clause. Notes should be introduced by
the word "NOTE(S):" in capital letters, point size 8, not in bold type. If there is more than one
note to a subject, the notes shall be numbered in roman numerical

5.2 PAGE NUMBERING

Page numbering shall start with the foreword (page 2).

5.3 TABLES, FIGURES AND ILLUSTRATIONS

All tables, figures and illustrations shall be referenced in the text. Such references should be
made by use of the number with the description, e.g. "Figure/Table 1: “Description”.

The methods of numbering shall be based on the section that the table, figure and
illustration appear i.e. Table 2.1, 2.2 etc. If content of tables/figures is copied from other
standards/codes/practices, please quote source. In quoting source, permission would have
been sought from the respective standards/codes publisher.

The table header is to use this colour as shade (Olive Green, Accent 3, Lighter 60%)

5.4 CHEMICAL SYMBOLS

It is not recommended to use chemical symbols directly in the text instead it should be
written out in full except when used in a formulae.

5.5 FORMULAE

The use of formulae is allowed however it is recommended to simplify it to ensure clarity

and reduce complexity. The objective is to use formulas to supplement the text to assist in
overall comprehension
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5.6 DRAWINGS

Standard Drawings are to be referenced instead of it being directly used in the PTS. When
referencing to drawings it shall be indicated in the bibliography (title & number)

6.0 GRAMMATICAL STYLE

6.1 SPELLING

British spelling shall be used for all PTS

6.2 HYPHENATION

The use of hyphenation is recommended only in situation where without its use would result
in possible misinterpretation.

6.3 CAPITALISATION

The use of capitalisation is to be avoided accept when used for proper nouns and where
required in titles, headings and tables etc.
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APPENDIX 3: WORD PROCESSOR SETTINGS

1.0 STANDARD SETTINGS

The following parameters are a brief description of the settings in the template which is
available from the PTS Administrator:

i. Recommended Word Processor: Microsoft Office 2010

ii. Page size A4 (21 x 29.7 cm);

iii. Font for entire document: Calibri

iv. Text justified (left and right);

v. Font size

1.1 Font Size

1.1.1 Front Page:

Size 20 Bold

Size 16 Bold

Size 14 Bold
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1.2 Rest of the document

Header
Size: 10

Heading & Body

Size: 11

Notes
Size: 8

1.3 Margin settings

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1.4 Paragraph setting

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1.5 Section Heading

i. Each section to begin on new page

ii. Use the following Header settings for Section, Subsection etc. For text to use
Normal.

iii. Change the font and size to standard specified

iv. Use standard indentation as indicated below:

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v. When using roman numerical and alphabets e.g. i,ii,iii and a), b), c) etc. as
subpoints the indentation shall be as follows:
a) Roman numerical
Left: 1.0”
Special, Hanging: 0.25”

b) Alphabets
Left: 1.5”
Special, Hanging: 0.25
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1.6 Header Settings

i. Insert date and document number from word standard function

ii. Select format as stipulated in the template

1.7 Table of Content

i. Following are the Table of Content Settings:

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ii. If the standard TOC1 setting does not match as above, click Modify and make
changes to the parameters as indicated below

Setting for font and paragraph are as follows:

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iii. Follow the same for TOC2 and make the setting changes as indicated below:
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