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Engineering Procedure

SAEP-1650 26 November 2012


Main Automation Contractor
Document Responsibility: Process Control Standards Committee

Saudi Aramco DeskTop Standards


Table of Contents

1 Scope............................................................ 3
2 Applicable Documents................................... 3
3 Definitions...................................................... 3
4 Instructions.................................................... 4
5 Responsibilities........................................... 12

Appendix A......................................................... 14
Appendix B......................................................... 16
Appendix C........................................................ 18
Appendix D........................................................ 20
Appendix E......................................................... 21

Previous Issue: 11 July 2012 Next Planned Update: 11 July 2017


Revised paragraphs are indicated in the right margin Page 1 of 21
Primary contact: Damluji, Ahmed Sabah on 966-3-880-1836

Copyright©Saudi Aramco 2012. All rights reserved.


Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

1 Scope

This Saudi Aramco Engineering Procedure (SAEP) defines the methodology and
responsibilities for the execution of Process Automation System (PAS) projects
utilizing the Main Automation Contractor (MAC) concept.

This procedure is applicable to all Saudi Aramco capital projects, Maintain Potential
and Master Appropriations projects which include Process Automation Systems.

2 Applicable Documents

The requirements contained in the following documents apply to the extent specified in
this procedure:

 Saudi Aramco Engineering Procedures


SAEP-12 Project Execution Plan
SAEP-14 Project Proposals
SAEP-15 Preparation of Restricted Vendor Lists for Process
Automation
SAEP-16 Project Execution Guide for Process Automation
Systems
SAEP-302 Instructions for Obtaining a Waiver of a Mandatory
Saudi Aramco Engineering Requirement
SAEP-1610 Preparation of Functional Specification Document
SAEP-1622 Preparation of Technical Bid Evaluation Plan
Document for Process Automation Systems
SAEP-1624 Preparation of System Design Document

3 Definitions

3.1 Acronyms
COTS Commercial Off the Shelf Equipment
DBSP Design Basis Scoping Paper
DCS Distributed Control System
DSS Decision Support System
ESD Emergency Shut Down System

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Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

FAT Factory Acceptance Test


HMI Human Machine Interface
LSTK Lump Sum Turn Key
MCC Mechanical Completion Certificate
MTS Maintenance Training System
OTS Operator Training Simulator
PA Process Automation
PCS Process Control System
PLC Programmable Logic Controller
PP Project Proposal
RTU Remote Terminal Unit
RVL Restricted Vendors List
SAT Site Acceptance Test
SCADA Supervisory Control and Data Acquisition
TMS Terminal Management System
TPV Third Party Vendors
TVO Total Value of Ownership
VMS Vibration Monitoring System

3.2 Terms

Commercial Off The Shelf: All personal computers, monitors, printers,


peripherals, Ethernet switches and other commercial off-the-shelf (COTS)
equipment provided by the vendor as part of its approved PA system.

Main Automation Contractor: A highly qualified, large projects experienced,


and well-resourced control systems contractor assigned to engineer,
supply/procure and manage Process Automation Solutions and associated
instrumentation for all project process areas and facilities.

Process Automation System: A network of computer-based or microprocessor-


based electronic equipment whose primary purpose is process automation.
The functions may include process measurement, control, safety, data acquisition,
advanced control and optimization, historical archiving, and decision support.
Examples of PA solutions are either standalone or integrated systems such as
DCS, SCADA, TMS, DSS, ESD, and PLC-based systems. PA solutions may
include software applications and tools to meet functional requirements.

Page 3 of 21
Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

Project Types:

Expansion:
a) Units: Adding process unit(s) within an existing operating facility
b) Equipment: Adding additional process equipment within an
existing operating facility

Grass Root: A totally new operating facility

Modernization: Replacing an existing PA system and field instruments


with a new system of a different technology. (e.g., pneumatic to DCS or
conventional to fieldbus)

Total Replacement: Replacing an existing PA system with a totally new


system from the same vendor or others.

Upgrade: Upgrading an existing PA system to a newer system by the same


vendor.

4 Instructions

4.1 Applicability

4.1.1 MAC shall apply to all Saudi Aramco capital projects, Maintain
Potential and Master Appropriations projects involving Process
Automation Systems.

4.1.2 For all project types, MAC should be pre-selected by SAPMT with the
MAC scope clearly defined and rolled directly under the LSTK
contractor(s).
Commentary Note:

SAPMT may elect to contract directly with a MAC for project types limited
to PA equipment expansion, upgrade, total replacement and
modernization if it has been determined that an LSTK contractor is not
deemed necessary.

4.1.3 In Projects with multiple LSTK contractors, the MAC scope shall be
shared by all LSTK contractors. Each LSTK scope shall cover the PA
scope specific to its area. One LSTK contractor shall have the overall
responsibility for PA system integration.

4.1.4 MAC shall be the single point responsible body for the overall PA
system scope including integration, rationalization and standardization.

Page 4 of 21
Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

4.2 MAC Execution Methodology

PA project execution shall follow current Saudi Aramco procedures SAEP-12,


SAEP-14, and SAEP-16.

Once a project DBSP is approved, SAPMT shall detail the PA section of the
DBSP in order to generate a MAC bid package as outlined in Section 4.4 of this
procedure.

SAPMT shall assign a lead process automation engineer during DBSP


development to commence executing MAC bid package development.

The MAC bid package should be developed by SAPMT with the assistance of a
specialized PA Design contractor during the time after the approval of DBSP
and prior to PP award.

4.3 MAC Selection

MAC selection process shall be based on Saudi Aramco competitive bidding


practices using currently approved RVLs.

MAC bids evaluation and selection should be based on SAEP-1622.

4.4 MAC Bid Package

The MAC bid package shall include the following as a minimum:


1. Functional Specification Document (FSD) based on SAEP-1610 and
Appendix A of this procedure.
2. MAC scope document. This shall include the following:
a) PA equipment listed in Appendix B.
b) PA engineering services listed in Appendix C.
c) Construction services specified in Appendix D.
d) Operation services specified in Appendix E.
3. Job Specification Document
4. Instructions to Bidders
5. Purchase Order Terms & Conditions

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Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

4.5 MAC Scope

4.5.1 Project Proposal

Selected MAC should be contracted by SAPMT on a time unit rate basis


to provide PA specific technical support during Project Proposal
development.

The documents that the MAC develops during the Project Proposal will
constitute the MAC/LSTK scope for the process automation part of the
project.

MAC shall be responsible for the following Project Proposal documents


and services as a minimum:
1. Develop the PA System Design Document (SDD). Refer to
SAEP-1624.
2. Identify Applicable Saudi Aramco Mandatory documents, i.e.,
Standards, SAMSS, etc.
3. Develop and finalize PA philosophy, operational requirements and
standardization of control schemes for multiple process equipment
of the same type.
NOTE: Dedicate sufficient time with designated plant personnel, MAC
rd
and 3 party vendors' personnel to ensure PA project scope is
well understood by all parties and completely finalized during
the project proposal stage.

4. Finalize risk areas and segregation requirements.


5. Conduct technology analysis and finalize decisions required to
identify latest offerings and value added technologies and
applications that would result in business benefits to the Company.
6. Develop standardization guidelines for all PA systems, i.e.,
redundancy, performance, reliability, power, grounding, etc.
7. Review and verify P&IDs process control representation
8. Update Functional Specification Document (FSD)
9. Update Job Specification Document for LSTK bid package
10. Update quantities and types of Input/output points and instruments.

Page 6 of 21
Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

11. Update MAC scope Boundaries in terms of:


a) Equipment
b) Engineering Services
c) Construction Services
d) Operation Services
12. Develop matrix of roles and responsibilities between MAC, LSTK
contractors and Saudi Aramco.
13. Develop a procedure to standardize data format and types to be
exchanged between MAC, third party equipment suppliers, major
packaged equipment vendors, and LSTK contractors based on
INtools (or equivalent) software package.
14. Develop communication procedures between MAC, third party
equipment suppliers, LSTK contractors and Saudi Aramco.
15. Develop time schedule in terms of duration (number of weeks) for
data exchange and execution of scope activities between MAC,
third party equipment suppliers, major packaged equipment
vendors, and LSTK contractor(s).
16. Establish project management and execution plan identifying
locations, organization structure and manpower requirements for
all projects phases.
17. Update change orders control document.
18. Update terms and conditions document.
19. Update man-hours for engineering services.
20. Update man-hours for construction services.
21. Update operational services requirements/cost.
22. Update MAC proposal package for LSTK competitive bidding.

4.5.2 MAC/LSTK Scope Validation

Within the two week grace period of LSTK contract(s) award, each
LSTK should verify the Process Automation scope under its
responsibility. Identified changes and clarifications shall be discussed
and resolved by SAPMT, MAC, and LSTK contractor(s). Based on the
validation process, changes affecting MAC and LSTK scopes shall be
adjusted accordingly.

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Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

4.5.3 Detail Design

4.5.3.1 General Requirements

Upon commencement of LSTK scope of work, MAC shall be


part of the LSTK(s) team to provide scope of supply, including
engineering and construction services specified in Sections 4.4
and 4.5 above.

Upon commencing of project detailed design phase, the


following activities shall be initiated:
1. SAPMT shall form a MAC Steering Committee
comprising of project senior management personnel from
SAPMT, Proponent organizations, LSTK contractors,
MAC and major 3rd party vendors. The purpose of this
committee is to maintain close communication throughout
project design and execution in order to maintain
progress, resolve issues and avoid risks.
2. MAC shall establish formal communication links with 3rd
party subsystem vendors to ensure that numerous system
interfaces are correctly implemented.
3. LSTK contractor(s) shall establish formal coordination
between the MAC and major packaged equipment
vendors to ensure that supplied instruments and control
systems are compatible with the MAC system for overall
PA solution and integration. This is essential in cases
where major packaged equipment is purchased
independently by LSTK contractor(s). Major package
equipment vendors shall follow interface requirements
provided to them by the MAC.
4. MAC shall establish proper documentation management
control for all equipment under his scope of
responsibility, including 3rd party equipment to ensure
completeness, latest revision level, and formal turnover to
Saudi Aramco.
5. LSTK contractor(s) shall be responsible for all
measurement instruments, analyzer and control valves
design and engineering. MAC shall be responsible for
procuring measurement instruments and analyzers.
Control valves positioners shall be selected by MAC and
the complete control valves assembly including

Page 8 of 21
Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

positioners shall be procured by LSTK from the original


control valve manufacturers.
6. MAC shall be required to have competent and certified
engineers for 3rd party (auxiliary) systems under his
supply at all phases of the project execution. Otherwise,
MAC shall acquire this service from the respective TPV
of each PA system. MAC compliance with this
requirement shall be based on submittal of proper
documentation including resumes and certifications.
7. MAC shall formally commit to after sales support of third
party system vendors through their local agents /
representatives regardless of location of purchase.
This shall be documented in the purchase agreement
between MAC and third party vendors. MAC shall
develop a plan outlining responsibilities of third party
vendors' local offices for after sales support.

4.5.3.2 Equipment

4.5.3.2.1 MAC responsibility is to provide PA equipment per


project scope and Saudi Aramco RVLs.

4.5.3.2.2 MAC is required to ensure that all supplied


equipment including 3rd party systems have the
latest approved hardware revision level at the time
of the hardware freeze date as defined in the
contract purchase order or the Preliminary Design
Review (PDR); whichever is later. Such revisions
shall include newly introduced technologies and
major product line releases.

4.5.3.2.3 MAC shall ensure that all supplied equipment


including 3rd party systems have the latest approved
software revision levels upon project completion
(MCC).

4.5.3.3 Engineering Services

4.5.3.3.1 MAC responsibility is to provide engineering


services per project scope and applicable Saudi
Aramco standards.

4.5.3.3.2 Selected MAC should be on board with the LSTK


early on to provide engineering services required to

Page 9 of 21
Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

complete detailed design phase per the approved


project schedule.

4.5.4 Construction Services

MAC responsibility is to provide construction services per project scope


and applicable Saudi Aramco standards.

4.6 TimeLine

The following milestones structure shall be followed in support of MAC


executed projects:

4.6.1 DBSP: DBSP is developed per current procedures and will serve as the
base line for starting MAC execution process.

4.6.2 MAC Bid Package: Upon approval of DBSP, SAPMT should


immediately commence preparation of the MAC bid package.

The MAC bid package should be developed with the assistance of a


specialized PA Design contractor.

The MAC Bid Package should be completed six weeks after DBSP
approval and no later than two weeks after the start of the Project
Proposal.

The MAC Bid Package shall be reviewed following company


procedures.

4.6.3 MAC Bid Slate Approval: MAC bid slate and execution plan shall be
developed and submitted for approval in parallel with the development
of the MAC bid package.

4.6.4 MAC Selection: The MAC bidding, evaluation, and selection should be
completed within eight weeks from the issuance of the MAC bid
package.

4.6.5 MAC Approval: MAC approval should be accomplished within 2-3


weeks from MAC selection.

4.6.6 Project Proposal: MAC should be onboard with the PP design contractor
to develop the PP package no later than twelve weeks from the start of PP.

4.6.7 MAC Scope Adjustment: MAC should adjust any scope changes during
PP development and prior to issuance of LSTK bid package per the
approved project schedule.

Page 10 of 21
Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

4.6.8 LSTK Selection: MAC should be part of the project team supporting job
explanation, clarifications, and evaluation during LSTK selection.

4.6.9 MAC/LSTK Scope Validation: Selected LSTK contractor(s) should


verify the Process Automation scope under its responsibility with MAC
within a grace period of two weeks from LSTK(s) selection.

Identified changes and clarifications shall be discussed and resolved by


SAPMT, MAC, and LSTK contractor(s). Based on the validation
process, changes affecting MAC and LSTK scopes shall be adjusted
accordingly.

4.6.10 Detailed Design: MAC is part of the LSTK(s) team to provide


engineering services per the approved project schedule.

4.6.11 Construction: MAC is part of the LSTK(s) team to provide construction


services per the approved project schedule.

MAC Project Timeline

DBSP
Completed
PP
Completed

Design Prep./
Basic design Project Proposal phase Implementation Phase

MAC BP MAC MAC Design of LSTK Work


Strategy
Prep. Bidding Sel. PAS BP Together

Bid Package Selection


Quotation LSTK award
Finalized • Award for
• MAC Bid •Project
Work on PP includes:
Package PP Phase
• PEFS’s rev A LS cost • System sizing and architecture
• Units • Unit rates • Implementation plan & execution
• etc. • etc. Duration (Weeks)
• Functional Design specs
• Project standards
• Site planning data
• New Quotation (< Ceiling)
(Ceiling = Old Quote +/- Units *
Unit rates + contingencies)

Page 11 of 21
Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

5 Responsibilities

5.1 Saudi Aramco Project Management


a) Develop MAC bid package
b) Complete MAC selection process
c) Develop PA project proposal package
d) Form and manage the MAC Steering Committee
e) Execute project per SAEP-16
f) Provide P&CSD with feedback on MAC execution to enhance this
procedure

5.2 P&CSD
a) Review/Comment on MAC Bid package
b) Participate in MAC Bids Review and selection process
c) Review/comment on MAC Scope Package
d) Support project per SAEP-16

5.3 FPD
a) Review/Comment on MAC Bid package
b) Participate in MAC Bids Review and selection process
c) Review/comment on MAC Scope Package
d) Support project per SAEP-16

5.4 Purchasing
a) Review MAC Bid Slate
b) Review Purchase Order Terms and Conditions
c) Participate in MAC Bids Review and selection process
d) Support project per SAEP-16

5.5 Saudi Aramco Operating Organization


a) Review/Comment on MAC Bid package

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Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

b) Participate in MAC Bids Review and selection process


c) Review/comment on MAC Scope Package
d) Assign permanent control system engineer(s) as part of the MAC Steering
Committee
e) Participate in finalizing PA philosophy, operational requirements and risk
areas Segregation
f) Support project per SAEP-16

Revision Summary
11 July 2012 Revised the “Next Planned Update.” Reaffirmed the content of the document, and
reissued with editorial changes and to replace primary contact person.
26 November 2012 Editorial revision to correct definition of OTS as Operator Training Simulator.

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Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

Appendix A

Functional Specification Document

The Functional Specification Document (FSD) should be developed per SAEP-1610


and should include the following as a minimum:
1. Plant Overview
2. PA scope boundaries
3. Operating Philosophy
4. Segregation requirements if applicable
5. System Layout
6. Architecture
7. Network and Communication
8. Technology
9. Platform
10. Best solution
11. Auxiliary Systems (as applicable):
a) ESD
b) VMS
c) CC/TC
d) Tank Gauging
e) etc.
12. Auxiliary Systems interfaces
13. Applications (as applicable):
a) MIS
b) AMO
c) APC
d) LDS

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Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

e) ASM
f) Etc.
14. Quantities and types of:
a) Instruments
b) Input/output points
c) Reports
d) Graphics
e) etc.
15. Lengths of cables
16. Applicable Standards
17. Inspection Requirements
18. Non Material requirements (NMR)

Page 15 of 21
Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

Appendix B

MAC Scope Boundaries (Equipment)

Following process automation equipment shall be selected to be included in the MAC


scope. Selection of this equipment shall be adjusted to meet the specific requirements
of a project.
1. Distributed Control System
2. Emergency Shutdown System
3. SCADA System
4. Computing Platforms
5. Network and Communication
6. COTS such as HMIs, printers, etc.
7. Field instruments and Transmitters
a) Conventional
b) Smart
c) Fieldbus
8. Fire and Gas Systems
9. Analyzer Systems
10. PLC Systems
11. Machinery Monitoring Systems
12. Tank Gauging
13. Compressor Control Systems
14. Turbine Control Systems
15. Cabinets
16. Startup Spares
17. Application Packages (As applicable):
a) Asset Management

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Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

b) Information Systems
c) Simulation Systems
i. Operator Training Simulator
ii. Maintenance Training System
d) Advance Control
e) Alarm Management
f) Environmental Control

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Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

Appendix C

MAC Scope Boundaries (Engineering Services)

Following engineering services shall be selected to be included in the MAC scope.


Selection of these services shall be adjusted to meet the specific requirements of a
project.
1. Review and verify P&IDs process control representation
2. Review Foundation Fieldbus segments design
3. Review and verify all PA drawings produced by LSTK contractors
4. Develop all PA documentation requirements per SAEP-16
5. Project Guidelines Development for:
a) Graphics
b) Alarms
c) Reports
d) Configuration
e) Logic Development
f) Tagging
6. Packaged Equipment Review
7. Control Room Arrangement assistance
8. PA Material Take Off
9. PA Equipment Design
10. Third Party Systems Integration
11. Value Engineering Assessment
12. Subcontractors Management
13. Configuration for:
a) Network
b) Graphics

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Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

c) Points
d) Logic
e) Third Party Systems
f) Reports
g) Databases
h) Etc.
14. Analyzer Systems
15. PLC Design & Programming
16. Plant Network and Communication
17. Commissioning Spare Parts Planning, Purchase and Management
18. FAT and Integration Testing
19. PA Installation Plans

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Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

Appendix D

MAC Scope Boundaries (Construction Services)

Following construction services shall be selected to be included in the MAC scope.


Selection of these services shall be adjusted to meet the specific requirements of a
project.
Commentary Notes:

Construction services outside the boundary of this appendix and not directly related to
Process Automation Systems (i.e., building construction, etc.) should be obtained via
applicable company contracting procedures.

Construction Services" that fall outside the guidelines contained in Supply Chain
Management Manual Procedures CU02.02 Requesting Services ("Requesting Installation
Services with Material") and CU02.03 Requesting Services ("Requesting Incidental
Service Visits to Saudi Arabia") shall be obtained via applicable company contracting
procedures

1. Field Fiber Optic cables Installation Supervision.


2. Control Room and Interface Building PA Equipment Installation Supervision.
3. Hot cutover Planning and Assistance.
4. System Grounding Installation Supervision.
5. Plant Network Equipment Installation Supervision:
a) Data Servers.
b) Switches, Routers. Protocols, IP Addressing, Subnet Mask, etc.
c) Videos.
6. Site Acceptance Testing.
7. Pre-commissioning Assistance.
8. Integrated Process Control Commissioning.
9. Start-up Assistance.

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Document Responsibility: Process Control Standards Committee SAEP-1650
Issue Date: 26 November 2012
Next Planned Update: 11 July 2017 Main Automation Contractor

Appendix E

MAC Scope Boundaries (Operation Services)

MAC should submit unit rates and prices for operational services as a separate line item
in the bid package. These services will not be part of the project scope and will be
executed directly with the operating organization.
1. Training
2. Maintenance
3. Operational Spares
4. After sale support for MAC and 3rd party equipment

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