IM-STNS-101G As-Found Process Rev 2 (08!13!2018)

Critical Documents
IM-STNS-101G As-Found Process

Effective Date: 08/13/2018, Rev: 2.0
Critical Documents – As-Found Process
Guideline Summary
This guideline provides the methodology and instructions used by the Critical Documents Project for conducting
field work, as-found red-lines, updates, and QC of documentation that is considered in scope for the Critical
Documents Project. The process includes scoping, preliminary review, as-found red-lining, field QC, as-found
updates, drawing QC, review meetings, and document check-in.
Revision 2.0 of this guideline incorporates editorial clarifications and administrative changes based on
experience gained to date. The former Form 7 Field Activities Checklist has been removed, and its contents
merged with Form 1 Facility Site Visit Summary. Various changes were made to the review of Equipment Lists,
including that these are no longer required to be verified in the field and may be reviewed as a desk-top
exercise. Requirements for photography and videos were updated. The Instrumentation, Controls and Electrical
(ICE) Engineer was added to coordinate with for review of the Control Philosophy. A requirement was added for
the Facility Engineer (FE) / Pipeline Engineer (PLE) to wet-sign and date the approved Operating Procedures.
Revision bars are not shown in this guideline; users should become familiar with the entire document.
Target Audience
PG&E Critical Documents team, including external vendors.
Table of Contents
1 Introduction ............................................................................................................................................... 13
2 Required Documentation .......................................................................................................................... 14
3 Scoping Process ......................................................................................................................................... 15
3.1 Document Checkout .......................................................................................................................... 15
4 Process....................................................................................................................................................... 17
4.1 STEP 1 - Preliminary Review .............................................................................................................. 18
4.1.1 Background ................................................................................................................................ 18
4.1.2 Operating Diagram .................................................................................................................... 19
4.1.3 Operating & Maintenance Instructions ..................................................................................... 19
4.1.4 Operating Procedures................................................................................................................ 19
4.1.5 Control Philosophy .................................................................................................................... 20
4.1.6 Control System Architecture Drawing ....................................................................................... 20
4.1.7 Piping & Instrumentation Diagrams .......................................................................................... 20
4.1.8 Main Gas Piping Drawings ......................................................................................................... 22
4.1.9 Equipment List ........................................................................................................................... 24
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4.1.10 Line List ...................................................................................................................................... 25

4.1.11 Electrical Schematics ................................................................................................................. 26
4.1.12 Electrical Single Line Diagram .................................................................................................... 26
4.1.13 Connection Diagrams ................................................................................................................ 27
4.1.14 Hazardous Area Classification Drawings ................................................................................... 27
4.1.15 Preliminary Document Review Summary Submittal ................................................................. 28
4.2 STEP 2 - As-Found Red-Line Process .................................................................................................. 29
4.2.1 Background ................................................................................................................................ 29
4.2.9 Equipment List ........................................................................................................................... 53
4.2.10 Line List ...................................................................................................................................... 56
4.3 STEP 3 - Field Quality Control ............................................................................................................ 71
4.3.1 Background ................................................................................................................................ 71
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4.3.9 Equipment List ........................................................................................................................... 75

4.3.10 Line List ...................................................................................................................................... 75
4.4 STEP 4 - As-Found Updates................................................................................................................ 78
4.4.1 Background ................................................................................................................................ 78
4.4.9 Equipment List ........................................................................................................................... 89
4.4.10 Line List ...................................................................................................................................... 90
4.5 STEP 5 - Drawing Quality Control ...................................................................................................... 94
4.5.1 Background ................................................................................................................................ 94
4.5.6 Control System Architecture Drawings ..................................................................................... 98
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4.5.9 Equipment List ......................................................................................................................... 100

4.5.10 Line List .................................................................................................................................... 101
4.5.11 Electrical Schematics ............................................................................................................... 102
4.5.12 Electrical Single Line Diagram .................................................................................................. 102
4.5.13 Connection Diagrams .............................................................................................................. 103
4.5.14 Hazardous Area Classification Drawings ................................................................................. 104
4.6 STEP 6 - Review Meeting ................................................................................................................. 105
4.6.1 Review Meetings for Most Document Types .......................................................................... 105
4.6.2 Review Meetings for Operating Procedures ........................................................................... 106
5 Document Check In ................................................................................................................................. 107
5.1 Document Review ........................................................................................................................... 107
5.2 Document Submittal........................................................................................................................ 107
5.3 Design Drafting Acceptance ............................................................................................................ 107
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Critical Documents
List of Figures
Figure 1. PCV Set Points shown on a P&ID. ............................................................................................21
Figure 2. Example of P&ID showing Mooney valves with no sensing lines shown. ...............................22
Figure 3. Examples of Supplemental Sketch by Field Verifier. ...............................................................35
Figure 4. Example field markup of a drawing with name indicating the identity of reviewer. ..............36
Figure 5. Example QC of a portion of a document. The name of the person responsible for the QC is shown
with their highlighter. ..............................................................................................................36
Figure 6. Example of the two versions from multiple reviewers. ...........................................................37
Figure 7. Examples of photographs, showing (a) General View of a Valve, with Supports and Adjacent
Equipment Lines, and (b) Detailed View of Opposite Side of the Same Valve. .......................40
Figure 8. Example of Unclear Photograph (refer to Figure 7), in which Valve Tag is not readable. .......41
Figure 9. Examples of photographs, showing (a) General Photograph of a Pump, (b) Detailed Photograph of
Pump Equipment Tag, and (c) Detailed Photograph of Pump Control Panel Labels. ..............42
Figure 10. Example of Side-by-Side review of P&ID (right side) and MGPD (left side). ...........................47
Figure 11. Example of an Equipment Name Plate, showing Information about the Asset. .....................55
Figure 12. Typical North American Equipment Mark for HAC Rating. ......................................................56
Figure 13. Examples of Rating Plates on Electrical Equipment. ................................................................62
Figure 14. The Ex mark for ATEX-certified electrical equipment for explosive atmospheres. .................63
Figure 15. Example of Valve Configuration Table in an O&MI. ................................................................81
Figure 16. Example of a Flow Description Table (typically located in Appendix B of a Facility O&MI). ...81
Figure 17. Example of Flow Path Indicators on an Operating Diagram in an O&MI. Pentagons enclosing
numbers indicate flowlines that are referenced in the flow description table (refer to Figure 16). 82
List of Tables
Table 1. Critical Document Types and Descriptions. .............................................................................14
Table 2. Document Updating Process Steps and Responsible Persons. ................................................17
Table 3. Critical Document Interdependency Matrix. ...........................................................................18
Table 4. Key assets found on an Electrical Single-Line Diagrams, with typical examples. ....................59
Table 5. Key assets found on an Electrical Type Connection Diagram, with typical examples. ............65
Table 6. Key Assets found on a Control Type Connection Diagram, with typical examples. ................68
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Critical Documents
List of Forms
1. Form 1, Facility Site Visit Summary
2. GT&D Records Request Form
3. Form 3, Facility Specific Decision Log
4. Form 4, Preliminary Document Review Summary
5. Form 5A, QC Checklist for Operating Diagrams (ODs)
6. Form 5B, QC Checklist for Operating & Maintenance Instructions (O&MIs)
7. Form 5C, QC Checklist for Operating Procedures
8. Form 5D, QC Checklist for Control Philosophy
9. Form 5E, QC Checklist for Hazardous Area Classification Drawings
10. Form 5F, QC Checklist for Piping & Instrumentation Diagrams (P&IDs)
11. Form 5G, QC Checklist for Main Gas Piping Drawings (MGPDs)
12. Form 5H, QC Checklist for Equipment Lists
13. Form 5I, QC Checklist for Line Lists
14. Form 5J, QC Checklist for Electrical Schematics
15. Form 5K, QC Checklist for Electrical Single Line Diagrams (ESLDs)
16. Form 5L, QC Checklist for Connection Diagrams
17. Form 5M, QC Checklist for Control System Architecture Drawings
18. Form 6, Station Condition Assessment
References - Job Aids

1. Job Aid 1, Scoping Process.
2. Job Aid 2, Converting Elementary Mechanical Drawings to P&IDs.
3. Job Aid 3, Creating New Main Gas Piping Drawings from Non-Numbered Drawings.
4. Job Aid 4, Line Numbering.
5. Job Aid 5, Converting Elementary Electrical Drawings to Connection Diagrams or ESLD.
6. Job Aid 6, Resolving Symbology Discrepancies.
7. Job Aid 7, Station Condition Assessment.
8. Job Aid 8, GPS Requirements.
9. Job Aid 9, SharePoint.
10. Job Aid 10, Interactions with SAP Business Management Software.
11. Job Aid 11, Creating Valve Tags.
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References – PG&E Utility Procedures1

12. IM-STNS-100G, Critical Documents Scope.
13. TD-4551P-01, Operating and Maintenance Instructions for Transmission Major Gas Control Stations.
14. Guidance Document, Operating Procedures for Transmission Stations.
15. Guidance Document, Control Philosophies for Transmission Stations.
16. Guidance Document, Control System Architectures for Transmission Stations.
17. Guidance Document, Piping and Instrumentation Diagrams for Transmission Stations.
18. Guidance Document, Main Gas Piping Drawings for Transmission Stations.
19. Guidance Document, Equipment Lists for Transmission Stations.
20. Guidance Document, Line Lists for Transmission Stations.
21. Guidance Document, Electrical Single Line Diagrams for Transmission Stations.
22. Guidance Document, Connection Diagrams for Transmission Stations.
23. Guidance Document, Electrical Schematics for Transmission Stations.
24. TD-4551P-07, Hazardous Area Classification for Gas Transmission Facilities.
References – Developmental1
25. PG&E Utility Standard TD-4551S, Station Critical Documentation, (Rev. 2) 2017.
26. NFPA 497, Classification of Flammable Liquids, Gases or Vapors and of Hazardous (Classified) Locations
for Electrical Installations in Chemical Process Areas, National Fire Protection Association, 2017.
27. API RP 500, Recommended Practice for Classification of Locations for Electrical Installations at Petroleum
Facilities Classified as Class I, Division I and Division 2, (3rd ed) American Petroleum Industry, 2012.
28. PG&E Drawing 4803853s1r3, Piping & Instrumentation-Diagram, Symbols & Nomenclature.
29. PG&E Utility Standard TD-4050S, Security Standard for Gas Operations, (Rev. 1a) 2013.
30. PG&E Code of Safe Practices, Safety and Health Department, 2017 Edition, Binder 62-0006, Insert 62-
1492.
31. PG&E Utility Standard SAFE-1005S, Personal Protective Equipment Standard, (Rev. 1) 2015.
32. PG&E Gas Operations Personal Protective Equipment Matrix, 2018.
33. PG&E Utility Manual TD-4461M, As-Built Red-Line Handbook, (Rev. 1a) 2017.
34. PG&E Utility Procedure TD-4460P-10, Gas Transmission Operating Maps and Operating Diagrams,
(Rev. 0a) 2013.
1
PG&E Utility Standards, Procedures, and Manuals can be obtained in digital form from the company’s Technical
Information Library (TIL) linked here. PG&E Numbered Drawings can be obtained in digital form from the company’s
Documentum D2 document management system linked here.
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35. PG&E Utility Procedure TD-4414P-03, Gas Transmission and Distribution Electrical Safety, (Rev. 1) 2016.
36. PG&E Drawing 182358s1-3, Symbols Requirements - Operating Maps & Diagrams.
37. IEEE Standard 315, Graphic Symbols for Electrical and Electronics Diagrams, Institute of Electrical and
Electronics Engineers, 1975 (Reaffirmed 1993).
38. PG&E Drawing XXXXXXXs1r1, Electrical and Control Diagrams - Symbols & Nomenclature – Typical.
[Document in development.]
39. PG&E Utility Manual, Gas Operations CAD Standards Manual, (Ver. 2.0) 2016.
40. PG&E Standard C-T&CS-S0213, Work in Confined Spaces.
41. ISA-5.1, Instrumentation Symbols and Identification, International Society of Automation, 2009.
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Acronyms and Abbreviations

AMR Automatic Meter Reading L.O. Locked Open (valve)
AOC Abnormal Operating Condition MCC Motor Control Center
API American Petroleum Industry MDS Multipoint Distribution Services (radio)
BOM Bill of Materials MGPD Main Gas Pipe Drawing
CA Condition Assessment MLV Main Line Valve
CAP Corrective Action Program N/A Not Applicable
CD Critical Documents NEC National Electrical Code
C&I Control and Instrumentation NFPA National Fire Protection Association
CP Cathodic Protection OD Operating Diagram
CSA Control System Architecture OIT Operator Interface Terminal
CTCD Control Type Connection Diagram OSHA U.S. Occupational Safety and Health
DCS Digital Control System Administration
DET Detail (in a Drawing) P&ID Piping and Instrumentation Diagram
ECA 1 Engineering Critical Assessments Phase 1 PCV Pressure Control Valve
(PG&E Project) PE Professional Engineer
EE Elementary Electrical PFL Piping Features List
EFaC Electronic Facilities Collection PIT Pressure Indicator Transmitter
EM Elementary Mechanical PLC Programmable Logic Controller
ESD Emergency Shutdown Device PLE Pipeline Engineer (PG&E)
ESLD Electrical Single-Line Diagram POV Point of View
ETCD Electrical Type Connection Diagram PPE Personal Protective Equipment
FE Facility Engineer (PG&E) PRV Pressure Regulating Valve
FIMP&TS Facility Integrity Management Program & PSV Pressure Safety Valve
Technical Services (PG&E) PT Pressure Transmitter
FT Flow Transmitter QEW Qualified Electrical Worker
GPOM Gas Pipeline Operations and Maintenance QC Quality Control
(PG&E) QP Qualified Person
GT&D Gas Transmission & Distribution (PG&E) RTU Remote Telemetry Unit
HAC Hazardous Area Classification SAP Systems, Applications, and Products
HMI Human Machine Interface (Business Management Software)
HVAC Heating, Ventilation, and Air Conditioning SCADA Supervisory Control and Data Acquisition
ICE Instrumentation, Controls, and Electrical SFL Station Features List
IEC International Electrotechnical Commission TIL Technical Information Library
IFC Issued for Construction TE Temperature Element
I/O Input/Output (module) TT Temperature Transmitter
IP Ingress Protection (rating) UPS Uninterruptible Power Source
JSEA Job Safety & Environmental Analysis
L.C. Locked Closed (valve)
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Change Log
The list below summarizes document changes from Rev. 1.0 to Rev. 2.0.
Section Change Description

Page Deletion/
Deleted "DRAFT", updated date to 08/13/2018
Headings Update
All Change Minor text changes and corrections throughout.
Renamed Form 4 "Preliminary Document Review Summary" (was Preliminary
List of Forms Change
Drawing Review Summary).
Deleted Form 7 Field Activities Checklist (form was merged with Form 1 Facility
List of Forms Deletion
Site Visit Summary).
References Addition Added reference "IM-STNS-100G Critical Documents Scope"
Updated title "24. TD-4551P-07, Hazardous Area Classification for Gas
References Update
Transmission Facilities."
References Addition Added reference "Gas Operations Personal Protective Equipment Matrix"
Acronyms Addition Added some acronyms
Changed Equipment List "No", not subject to Field Verification (it was previously
2. Table 1 Change
listed as "Yes"). Also changed column heading.
3 Addition Added text referring to IM-STNS-100G.
Change/ Changed that PG&E, not DNVGL obtains and uploads documents. Clarified
3
Clarification process for requesting documents.
4. Table 2.
Changed Changed that Equipment List is not subject to Field Verification.
Note 2.
4.1.1.1 Addition Added text about Facilities Categories.
4.1.6 Addition Added description of what a CSA Drawing includes.
4.1.7 Addition Added to note missing Set Points on Form 4.
Added note stating that any highlight color not obscuring text may be used,
4.1.8.1 Addition
unles otherwise stated in this document.
4.1.8.2 Move Moved section on depicting buried piping on MGPDs from Section 3 to Section 4.
Changed to review equipment list information in Form 6, instead of the SFL
4.1.9.1 Change
summary sheet and list in SAP.
Added that duplicate terminal blocks on different sheets, should be noted on
4.1.13 Addition
Form 4.
4.2.1 Addition Added specific items to list on Form 1.
4.2.1.2 Addition Added reference to Protective Equipment Matrix.
4.2.1.3 Addition Added that Hot Work Permit may be required for cameras in hazardous areas.
4.2.1.5 Change Changed text describing highlighting and marking redlines during QC process.
Clarified procedure of combining drawings if multiple reviewers work on the
4.2.1.5 Clarification
same drawing.
4.2.1.5 Addition Added that use of cell phone to take pictures is not permitted.
4.2.1.5 Addition Added more description on what and how to photograph.
4.2.1.5 Addition Added to take photos of all tagged piping/tubing.
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4.2.1.5 Addition Added that a common file type should be used for photographs.
Changed that photographs shall be loaded to FTP site (previously to the CD
4.2.1.5 Change
SharePoint site).
4.2.1.5 Addition Added that neither videos nor photographs can replace the red-line documents.
4.2.1.5 Addition Added that a common file type should be used for videos.
Added comments about valve names with identifiers toher than "V-xxx" and to
4.2.1.5 Addition
"Cattle Tags".
4.2.7 Clarification Clarified that P&ID redlines affecting non-critical documents are out of scope.
4.2.7 Clarification Clarified that reviewing the range of instrumentation is out of scope.
4.2.7 Addition Added that tube size shall be confirmed using calipers.
4.2.7 Clarification Clarified that determining pipe wall thickness and pipe grade are out of scope.
4.2.8 Addition Added review of Bollards on MGPDs. Added explanatory text.
4.2.8 Change Changed text related to field verification of Equipment Lists.
Added "with the exception of hand valves" to the instruction that photographs
4.2.9 Addition
of each equipment shall be taken.
Clarified that duplication of effort is not required if information is recorded as
4.2.9 Clarification
part of other verificiation activities.
Deleted that the Field Verifier shall verify Equipment Tag Numbers. Only
4.2.9 Deletion
photograph of the Equipment Tag Number is needed.
4.2.9 Clarification Clarified that Equipment Name Plates shall be photographed.
Changed so that Field QC Person is not required to highlight drawings. Only
4.3.1 Change
initial and date are needed.
4.3.1 Deletion Deleted the exception for the use of Field Notes.
4.3.9 Deletion Deleted review aspects for Equipment Lists.
Clarified visual confirmation of wiring is needed only if entire wire/calbe is
4.3.11 Clarification
visible.
Clarified that discrepancies or inconsistencies should be coordinated with DNV
4.4.1 Clarification
GL personnel to resolve the issue.
4.4.2 Change Changed name and email of PG&E person to submit red-line changes to.
Added ICE engineer to coordinate with on Control Philosophy. FE and PLE are the
4.4.5 Addition
other people.
4.4.7 Clarification Clarified to check that P&IDs are consistent with Equipment List and Line List.
4.4.8 Clarification Clarified to check that MGPD is consistent with Equipment List and Line List.
4.4.8 Addition Added format for Revision Title for MGPDs
4.4.8 Change Changed one of the reference to Job Records.
Changed various activities related to Equipment List, including: creation of non-
4.4.9 Change existent Equipmetn List, addition of Cover Sheet, and specifics of information on
the list.
4.4.10 Addition Added comment about creation of non-existent Line List.
4.4.10 Addition Added "Installation Drawing Number" to Line List.
4.4.13 Clarification Clarified to check that ESLDs are consistent with Equipment List and Line List.
4.4.13 Addition Added note stating to document and keep track of inconsistent Equipment Tags.
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Clarified to check that Connection Diagrams are consistent with Equipment List
4.4.13 Clarification
and Line List.
4.5.8 Deletion Deleted requirement to determine dimension to ground level on MGPDs.
Added requirement for FE/PLE to wet-sign and date the approved Operating
4.6.2 Addition
Procedures.
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Critical Documents
1 Introduction
The Critical Documents (CD) Project is part of the Station Assessment effort overseen by PG&E Facility Integrity
Management Program & Technical Services (FIMP&TS). This effort consists of three projects: (1) Engineering
Critical Assessment Phase 1 (ECA 1), (2) Condition Assessment (CA), and (3) Critical Documents (CD). The main
objective for Station Assessment is to assist with critical management planning and improving the safety and
reliability of PG&E’s gas transmission facilities.
The CD Project specifically focuses on the creating and updating of critical documents in accordance with the
requirements of Utility Standard TD-4551S, Station Critical Documentation [Ref. 25], which describes required
documentation considered critical for the safe and reliable operation and maintenance of gas transmission
facilities. This process can be summarized as reviewing existing facility operational and construction job
documentation, performing facility walkdowns to verify that the facility is accurately represented by the existing
documentation, and then facilitating any necessary creation or update of the required critical documents. All
new or updated critical documents are retained as numbered drawings in PG&E’s Documentum D2 document
management system
Updating existing critical documents often involves more than updating existing content. The purpose and
requirements for each document type have been updated to standardize and incorporate PG&E best practices.
In some cases, the information and details recorded from field walkdowns will require the creation of a new
drawing or document.
There are additional activities related to the CD Project that will be performed in parallel to the critical
document activities. Details of those activities are contained in Job Aid 7, Station Condition Assessment [Ref. 7]
and Job Aid 8, GPS Requirements [Ref. 8].
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Critical Documents
2 Required Documentation
Utility Standard TD-4551S establishes categories to organize facilities into groups sharing common sets of
required documents that are considered critical for the safe and reliable operation and maintenance of gas
transmission facilities. The level of complexity among applicable facilities within a category can vary
considerably, and therefore the level of detail within each required document type can also vary considerably.
For the assigned facilities, the CD Project will address all document types required by Utility Standard TD-4551S,
which are listed in Table 1.
Table 1. Critical Document Types and Descriptions.
Red-Lined In
No. Critical Document Type Function Record Type
Field?
Operational and
1 Operating Diagrams (ODs) Drawing Yes
Mechanical
2 Operating & Maintenance Instructions (O&MIs) Operational Document No
3 Operating Procedures Operational Document No
4 Control Philosophy Operational Document No

Mechanical and
5 Control System Architecture (CSA) Drawings Drawing No
Electrical & Controls
6 Piping & Instrumentation Diagrams (P&IDs) Mechanical Drawing Yes
7 Main Gas Piping Drawings (MGPDs) Mechanical Drawing Yes

Mechanical and
8 Equipment Lists Document No
Electrical & Controls
9 Line Lists Mechanical Document No
10 Electrical Schematics Electrical & Controls Drawing Yes
11 Electrical Single Line Diagrams (ESLDs) Electrical & Controls Drawing Yes
12 Connection Diagrams Electrical & Controls Drawing Yes
13 Hazardous Area Classification Drawings Electrical & Controls Drawing Yes

(1) Records within the Documentum D2 document management system are considered Numbered Drawings and include traditional drawings
issued by PG&E, non-drawing multipage documents issued by PG&E, and foreign prints issued by vendors.
The list of facilities assigned under the CD Project, along with their Facility Category can be found on the
CD SharePoint Site linked here. Refer to Job Aid 9, SharePoint [Ref. 9] for user instructions.
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Critical Documents
3 Scoping Process
The determination of which facilities are included in the CD Project is done by PG&E using their scope of work
process, as described in Project Guideline IM-STNS-100G, Critical Documents Scope [Ref. 12].
Applicable facility documents must be identified prior to starting field activities. The process of identifying the
documentation for a facility is outlined in Job Aid 1, Scoping Process [Ref. 1], which consists of the following
parts:
Part 1: PG&E obtains and uploads applicable documents to PG&E’s Critical Documents SharePoint,
including the list of equipment from PG&E’s SAP Business Management Software, and Form 6
Station Condition Assessment [Ref.18], which will be filled out during the site visit. Refer to Job
Aid 10, Interactions with SAP Business Management Software [Ref. 10] for instructions on how
to extract data from SAP.
Part 2: DNV GL reviews the uploaded documents to determine if they are correct. DNV GL submits a
request to check out available numbered drawings, and then assigns the facility to a Contractor.
Part 3: Contractor performs initial review of the documents.
3.1 Document Checkout

The Document Coordinator (DNV GL) shall perform the Document Check-Out Process during the scoping process
to ensure that all Critical Document are available for update.
DNV GL personnel will fill out the GT&D Records Request Form and email the completed form to
GSMRecords@pge.com. The completed form shall also be stored on the CD SharePoint Site under that station’s
General tab.
Response time from PG&E’s Records Department will vary depending on the amount of records requested.
Requests for 10 or fewer drawings are typically completed the same day. Larger requests can take up to a week
to complete, depending on their workload.
When the checked-out documents are received, DNV GL personnel shall confirm that the files match what was
requested.
1. If the checked-out drawing is not the requested drawing, then DNV GL personnel will contact GSM
Records and ask them to send the correct drawing, and check-in any incorrectly checked-out
drawings.
2. If the checked-out drawing matches the requested drawing, then the revisions shall be checked that
they match. If the drawing and revision match, then no additional actions are required. Otherwise,
the revision description shall be checked to ensure that the drawings are not part of an Issues for
Construction (IFC) package.
i. Note: some IFC drawing types may be listed as ‘Issued for Construction’, such as
MGPDs, while others may be listed as ‘Issued for Use’, such as P&IDs.
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Critical Documents
3. If any drawings are part of an IFC package, then contact PG&E to determine the Project Manager (or
the project) and then contact the Project Manager to get additional information regarding the
project.
When drawing records are not available because they are already checked out by others, DNV GL personnel
shall contact GSM Records for clarification (if not already provided in response to the check-out request).
1. If the drawing was checked out by a PG&E Drafter, then DNV GL will email the Drafter to determine
the job status and when the drawing is expected to be completed.
2. If the drawing was checked out by a Contractor, then DNV GL will request the contact person and
Job Number from GSM Records. DNV GL personnel will email the contact person for the job that
currently has the drawing checked out, to determine the job status and when the drawing is
expected to be completed.
3. Once information regarding status and expected completion date has been received, the CD project
team will agree on the path forward.
Once the Checked-Out Documents are confirmed to match what was requested or confirmed acceptable,
DNV GL personnel shall upload all files to the CD SharePoint Site. Drawings that are part of IFC package, or on
which changes affecting field red-lines have been made shall not be provided to the Contractor prior to
determination of path forward with PG&E. The agreed upon path forward shall be documented on Form 3.
Page 16 of 107
Critical Documents
4 Process
For each of the critical documents within the CD Project scope of work, a series of required steps must be taken
prior to the document status being considered As-Found Complete. Not all documents in scope will follow the
same Document Updating Process due to their complexity. In addition, not all facilities will require the same set
of critical documents due to the Facility Category, site specific criteria, or approved exceptions to TD-4551S
requirements.
The general process is described in the sections below and consists of the steps shown in Table 2, which includes
the functional job titles and organization of the persons responsible for each step.
Table 2. Document Updating Process Steps and Responsible Persons.
Step Document Updating Process (1) Responsible Person(s)
1 Preliminary Review Reviewer (contractor)
2 As-Found Red-Line Process (2) Field Verifier (contractor)
3 Field Quality Control (Field QC) (2) Field QC Person (DNV GL)
4 As-Found Updates Updater (contractor or DNV GL)
5 Drawing Quality Control (Drawing QC) Drawing QC Person (DNV GL)
6 Review Meeting (3) DNV GL, Contractor and PG&E

(1) After Field QC, Operating Diagram red-lines are submitted to PG&E GT Mapping for updating.
(2) O&MI, Operating Procedures, Control Philosophy, Equipment List, Line List and CSA Drawings are not red-lined in
the field (see Table 1).
(3) Operating Procedures update require a separate review meeting.
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Critical Documents
4.1 STEP 1 - Preliminary Review
4.1.1 Background
As detailed in the following sections, the Reviewer (contractor) shall perform a Preliminary Review of all
documents identified during the Scoping Process, prior to As-Found Red-Line Process. The intent is to gain an
understanding of the facility prior to going on-site, to understand the interdependencies between
documentation, and to identify if any documents are missing or lacking sufficient details so that missing
information can be recorded in the field. The Preliminary Review is preparation for a logical and orderly
As-Found Red-Line Process. Potential interdependencies between the different document types are
summarized in Table 3, which is from Appendix B of Utility Standard TD-4551S [Ref. 25].
Table 3. Critical Document Interdependency Matrix.
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Operating Diagram X X X X
O&MI X X X X X X X X
Operating Procedures X X X X X
Control Philosophy X X X X X
Control System Architecture X X X X X X
P&ID X X X X X X X X X X
Main Gas Piping Drawings X X X X X X
Equipment List X X X X X X X X
Line List X X X
Electrical Schematic X X X X X X
Electrical Single Line Diagram X X X
Connection Diagram X X X X X X
Hazardous Area Classification X X X X
The Critical Document Types can be further categorized by their primary purpose or function, as listed in
Table 1; Mechanical (piping and equipment), Electrical & Controls, and/or Operational. Making these
distinctions during the preliminary review (Step 1) is useful because they allow the As-Found Red-Line Process
(Step 2) to be performed by two teams: (1) the Mechanical Review Team can focus on the Operating Diagram
(OD), HAC Drawings [piping portion], P&IDs, and MGPDs, and (2) the Electrical & Controls Review Team can
focus on HAC Drawings [electrical equipment portion], Electrical Schematics, ESLD, and Connection Diagrams.
The other Critical Document Types are not red-lined in the field. However, both teams should still review the
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O&MI, Operating Procedures, Control Philosophy, CSA Drawing, Equipment List, and Line List, as needed, to help
become familiar with the facility.
The Drawing Numbers and Title Blocks shall be reviewed to confirm the set is complete and to note if the
Document Type and content is in general agreement with PG&E’s Gas Operations CAD Standards Manual
[Ref. 39]. Identify if all equipment and piping shown on drawings is labeled, and note any missing data or
discrepancies on Form 4, Preliminary Document Review Summary, so that it can be addressed during the
As-Found Red-Line Process.
NOTE
Within this guideline, the word label is used exclusively to indicate alphanumeric identifiers
shown on drawings (i.e., printed text), and the word tag is used exclusively to indicate the
physical name plate or other physical identifier attached to facility equipment.
4.1.1.1 Facilities Categories

The CD project is responsible for updating or creating critical documentation for a specific set of facilities. This
process is based on knowing the category for each facility. A decision tree is available on the EFaC site, showing
the logic for how categories were determined.
There is also the potential that a category may change during the as-found red-line process, particularly if
updates are needed to the Operating Diagram. In the event there is a question related to the facilities category,
DNV GL will discuss this with the project team for re-evaluation.
4.1.2 Operating Diagram

The Operating Diagram (OD) is a schematic drawing of the facility that shows incoming and outgoing lines,
valves, and their normal operating positions, major equipment, supervisory control and data acquisition (SCADA)
points, and operating pressure limits and delineations. The OD shall be reviewed to obtain a general
understanding of the facility layout.
4.1.3 Operating & Maintenance Instructions

Operating & Maintenance Instructions (O&MI) are a written document that contains general information about
the facility, descriptions and depiction of the facility’s operating and control modes, and may include a list of
critical documents. The O&MI should be reviewed for a general functional overview of the facility. (O&MI
updates will include a complete and current list of critical documents in accordance with TD-4551S.)
4.1.4 Operating Procedures
4.1.4.1 Reviewer (contractor)

Operating Procedures are written documents that provide detailed procedures for operating systems,
processes, or specific pieces of equipment. Operating Procedures may also contain checklists and references to
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corresponding P&IDs to facilitate their use. Operating Procedures should be reviewed for a general functional
overview and operation of the facility.
4.1.4.2 DNV GL
For facilities requiring Operating Procedures per TD-4551S, DNV GL shall review the list of existing operations
covered by procedures with PG&E personnel. DNV GL will provide feedback on typical activities covered by
Operating Procedures so that PG&E can determine if any additional Operating Procedures are needed, or if any
existing Operating Procedures can be obsoleted.
It is also possible that the As-Found Red-Line Process may identify a need for additional Operating Procedures.
Furthermore, if any process equipment, valves, etc. have been added, deleted, or modified since the last
revision, then the Operating Procedures will be modified to incorporate the change.
The Operating Procedures review by DNV GL must include a check for missing data, such as Valve Numbers or
Equipment Numbers or Drawing Labels not specifically identified, but instead referred to generically or as V-XX.
Note any missing data or discrepancies and provide this information to the Contractor to include on Form 4, so
that it can be addressed during the As-Found Red-Line Process.
4.1.5 Control Philosophy

The Control Philosophy is a written document that contains a detailed description and discussion of the
operating and control modes of a facility, and should include descriptions of any protection systems for
abnormal operating conditions (AOCs). The Control Philosophy shall be reviewed to determine how the facility
is controlled, and shall be compared to the Control Philosophy Guidance Document [Ref. 15] to determine what
additional information may be needed for its update.
4.1.6 Control System Architecture Drawing

Control System Architecture (CSA) Drawings show, in a single-line format, the interface connections between
various network systems, including Input/Output (I/O) devices, controlling devices, operator interfaces,
peripheral devices (e.g., modems and printers), and linkages to outside networks (e.g., SCADA). The CSA
Drawing also identifies the various component platforms and communication protocols.
The CSA Drawing includes a functional block diagram for each type of control system. A detailed description of
each functional block, and the relationship between blocks is included in the stations’ Control Philosophy. The
CSA Drawing must be reviewed to understand the general control layout of the facility.
4.1.7 Piping & Instrumentation Diagrams

Piping & Instrumentation Diagrams (P&IDs) are schematic drawings of the facility showing the process flow, and
piping and instrumentation equipment. P&IDs identify and label all pipelines and equipment depicted. P&IDs
tend to be the most complex critical document type.
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If the Scoping Process recorded that the P&ID is an Elementary Mechanical (EM) document, then note this on
Form 4 and refer to Job Aid 2, Converting Elementary Mechanical Drawings to P&IDs [Ref. 2] for instructions on
how to proceed. If there is no P&ID or EM for the facility, then note this on Form 4.
P&IDs require a thorough review that follows all flow lines through the entire facility. The initial review should
follow each line from beginning to end, across all sheets, to determine that all sheets are present. If any sheets
are missing, then contact DNV GL who will attempt to locate the missing sheets. Systematic and detailed review
is necessary to complete the following tasks:
• Identify if hand valves are shown. If hand valves are not shown, then indicate on Form 4 that the
Field Verifier will need to account for more time during the As-Found Red-Line Process to locate and
identify hand valves.
• Identify if the fail open or fail closed position is listed for all controlled valves. If they are not
completely listed, then note on Form 4 that this information is missing.
• Identify if the Set Point is listed for all Pressure Control Valves (PCVs) and Pressure Safety Valves
(PSVs). If the Set Point is not listed, then note on Form 4 that this information is missing. There may
be some facilities where PCV or PSV are labeled as Pressure Regulating Valve (PRV), so check for
those as well. Figure 1 shows an example of labeled PCV Set Points.
Figure 1. PCV Set Points shown on a P&ID.
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• Identify if power gas lines2, instrument air lines, and other auxiliary lines start on the side of the
drawing, appear mid-drawing, or are not shown at all. This may be most common for older P&IDs
containing Mooney3 valves. Figure 2 shows an example of valves where the sensing lines are not
shown at all. If either the lines appear mid-drawing or they are not shown at all, then note this on
Form 4 so that the Field Verifier will need to determine the source of the power gas line, instrument
air line, etc. during the As-Found Red-Line Process.
Figure 2. Example of P&ID showing Mooney valves with no sensing lines shown.
• Review all symbols for consistency with PG&E’s Symbology Sheet [Ref. 28]. If any of the symbols are
not listed within the Symbology Sheet, or are not easily discernable as to what they represent, then
refer to Job Aid 6, Resolving Symbology Discrepancies [Ref. 6].
• Identify if there is unlabeled equipment, then Note on Form 4 that this information is missing. The
Equipment Tag, if present, shall be identified during the As-Found Red-Line Process.
4.1.8 Main Gas Piping Drawings
4.1.8.1 General Requirements

Typically, the Main Gas Piping Drawings (MGPDs) consist of a Plan View showing the aboveground and
belowground layout of the main gas piping and equipment within the facility. The MGPD may include Section
Views, Elevation Views, and Detail Views to clearly show pipe routing. MGPDs shall be reviewed to obtain a
thorough understanding of the facility layout.
2
Power gas lines are connected to main gas lines and used for control equipment.
3
Mooney valves are Pressure Reducing Valves first developed by Dick Mooney in 1984, and are currently marketed by GE as
Mooney® FlowGrid® Regulators.
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The MGPDs shall be compared with the OD to determine if the documents are consistent.
It is unlikely that there are facilities for which no drawings can be identified, but it is possible that not all
drawings are numbered drawings (see Table 1, Note 1). If numbered drawings are not available for the entire
facility, then any non-numbered drawings (e.g., plans, sketches, or isometrics) shall be reviewed along with
Job Aid 3, Creating New Main Gas Piping Drawings from Non-Numbered Drawings [Ref. 3]. Also, document on
Form 4 that only non-numbered drawings exist for the entire facility, or if applicable, a portion of the facility.
During the As-Found Updates process, content from non-numbered drawings will be added or copied to
numbered drawings in accordance with the Gas Operations CAD Standards Manual [Ref. 39].
The MGPD review must determine if all sheets are present. A key plan (i.e., small sketch of the facility) may be
present in the upper corner of the drawings, which is helpful to reference during review. The Plan View
drawing, sometimes referred to as Plot View or Plot Plan, is the central drawing showing the layout. Similar to
P&ID reviews, the review process should follow each line from beginning to end, across all the sheets.
Additionally, the review shall include a check that all Section Views, Elevation Views, or Detail Views sheets
referenced in the Plan View drawing exist. If any sheets are missing, then contact DNV GL who will attempt to
locate the missing sheets.
For each section and detail showing valve taps, compare the Section Views, Elevation Views, and Detail Views
with the Plan View and confirm if the number of taps shown matches on both drawings. (Taps shown in Plan
View are usually drawn as circles along the center of the pipe.) Highlight any areas on the Plan View, Section
Views, Elevation Views, and/or Detail Views that disagree or are inconsistent, and note this on Form 4.
Note: Any highlight color that does not obscure the underlying text may be used to mark
drawings, unless otherwise stated in this document.
If any MGPD sheet is illegible, then contact DNV GL, who will attempt to locate more legible versions of the
drawing sheet that can be used for the As-Found Red-Line Process. If more legible versions of the drawings are
located, then indicate on Form 3, Facility Specific Decision Log if those documents should be used in the
As-Found Red-Line Process.
Identify if there is unlabeled equipment. The Equipment Tag, if present, shall be identified during the As-Found
Red-Line Process.
4.1.8.2 Requirements for Depicting Buried Piping on Main Gas Piping Drawings (MGPDs)
DNV GL shall review the MGPDs to determine how buried pipe for the facility shall be shown. The information
below describes the requirements for depicting buried pipe on MGPDs. Where multiple drawings exist, DNV GL
shall identify which record shall be used for which portion of the facility.
When showing buried piping on MGPDs, use the source documents in the ordered tiers detailed below, which
applies to all buried piping, or portions of buried piping, as needed. Different portions of buried piping may
have different tiered source documents.
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Tier Version Source, Record Type Procedure

D2, Numbered Drawing – Issued As-Built 1. Use latest available, excluding Red-Line
1 As-Built OR Numbered Drawings.(3)
ECTS, Job Record – Red-Line.(1,2) 2. If Tier 1 is unavailable, then go to Tier 2.
3. Use latest available, excluding IFC
Numbered Drawings.(3)
2 Preliminary(4) ECTS - Job Record
4. Label piping and dimensions UNVERIFIED.
5. If Tier 2 is unavailable, then go to Tier 3.
6. Use line locating service.
3 No Data(5) N/A
7. Label piping and dimensions UNVERIFIED.
Table Notes:
(1) Job Records in ECTS should not contain issued As-Built drawings that incorporated Red-Line data. However, if an issued
As-Built drawing is found in ECTS that is newer than the latest available D2 Numbered Drawing, then please consult
project management for resolution.
(2) Red-Line ECTS documents may not always be in color and red-line marks may not always be red.
(3) Facilities with pending Red-Line or Issued for Construction (IFC) Numbered Drawings are normally excluded during the
CD scoping process. If either of these documents exists, then please consult project management for resolution.
(4) Preliminary documents include IFC versions, design sketches, and estimating drawings/sketches.
(5) If there is no data and line locating is not used, inconclusive, or limited to 150 feet beyond the fence line, do not show
the buried piping.
4.1.8.3 Additional Process Requirements:

• Use the highest tier record available. Review of lower tier records is not required. Note that Station
Features Lists (SFLs) provide collections and assessment of all available source documents affecting the
SFL Scope. Similar information should be recorded in Piping Features Lists (PFLs), which are accessible
from GT GIS.
• If discrepancies are observed between as-built documents (i.e., issued As-Builts drawings and Red-Line
documents), then consult project management for resolution, and provide a recommended resolution, if
available.
• Comparison of the latest available as-built record to older revisions or older red-line versions is not
required. However, if discrepancies are observed, then please report them to project management for
resolution by others. (Discrepancy resolution between different revisions or versions is not within the
CD scope.)
4.1.9 Equipment List

The Equipment List should include all existing process and electrical equipment installed at a facility. The
Equipment List contains information such as Equipment Number, the SAP Equipment Number (if it exists),
Equipment Type, Manufacturer, Model Number, reference Drawing Numbers, and electrical data such as the
Equipment HAC Rating, Voltage Rating, and Current Rating. The updated standard format for Equipment List is
provided in the Equipment List Guidance Document [Ref. 19].
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When a facility has a previously generated Equipment List, it tends to be incomplete, not up-to-date and without
listing electrical equipment. The existing Equipment List shall be reviewed in conjunction with the P&IDs to
determine roughly how much of the equipment shown on the P&IDs is contained in the list. Also, if electrical
equipment is listed, then the Equipment List shall be reviewed in conjunction with the Connection Diagrams and
the ESLD to determine which equipment on those drawings is contained in the list.
The previously generated Equipment List shall also be reviewed in conjunction with the equipment information
contained in the list of equipment currently in PG&E’s prepopulated Condition Assessment Form (Form 6). The
Form 6 data may be needed during the As Found Red-Line Process (e.g., Manufacturer Name). Contact DNV GL
if Form 6 is not located on the CD SharePoint Site and then note the issue on Form 4.
4.1.10 Line List

The Line List tabulates the piping and tubing segments shown and labeled on the P&ID. The segment
description and label correspond to non-electrical line designations in the P&ID. The Line List includes
information such as the piping or tubing Line Number, diameter, Segment Start Point and End Point, reference
P&ID Number, and Installation Drawing Number (MGPD Plan View). Existing Line Lists, which tend to be
incomplete and not up-to-date, shall be reviewed for each facility. If a Line List does not exist, then no further
action is needed.
The Reviewer shall determine how many lines on the P&ID appear to be included in the list and if the Line
Number format is in accordance with the updated format specified the Line List Guidance Document [Ref. 20].
When reviewing the Line List, the Reviewer shall compare to P&IDs to confirm the Line Numbers are shown on
the P&ID.
If the Line List is using a numbering convention that is not consistent with the P&ID Procedure [Ref. 17], and the
Line Numbers are shown on the P&ID, then the Reviewer shall contact DNV GL to determine if the existing
naming convention will prevail or if it will be replaced with the updated format. If Line Numbers are not
indicated on the P&ID, then the Reviewer shall note this on Form 4 so that the As-Found Red-Line Process will
check for Piping/Tubing Tags and consult with the Facility Engineer (FE) or Pipeline Engineer (PLE), and the Gas
Pipeline Operations and Maintenance (GPOM) representative.
4.1.10.2 DNV GL
DNV GL may need to contact the FE or PLE if there is any uncertainty regarding whether a line naming
convention shown in an existing Line List is used in other records. The line naming convention shall not be
changed if it appears on other drawings or records, or if Piping Tags and/or Tubing Tags with the same naming
convention have been applied in the field. The decision shall be documented by DNV GL on Form 3. Based on
historical use of the Line List, in most cases it is likely that line naming conventions will be maintained for to
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small diameter4 piping and tubing associated with gas racks or sensing lines, while line naming convention(s)
associated with main gas (larger diameter) pipelines will be updated to match the updated format.
4.1.11 Electrical Schematics

Electrical Schematics are drawings that schematically show the logic to operate discrete devices (e.g., solenoids
or motor starters) that involve complex (e.g., interlocking) hard-wired control logic. Electrical Schematics,
ESLDs, and Connection Diagrams are often considered together, and older drawing sets may include mixed
content titled as Elementary Electrical (EE). Among these drawings, ESLDs depict electrical circuits only and are
the least detailed, showing how power is distributed in the facility; Electrical Schematics depict electrical and
controls and are more detailed, showing the interconnectivity of systems; Connection Diagrams depict
electrical, controls, and equipment, and are the most detailed, showing every single wire connection.
If the Scoping Process determined that the Electrical Schematic is an EE, then note this on Form 4 and refer to
Job Aid 5, Converting Elementary Electrical Drawings to Connection Diagrams or ESLDs [Ref. 5] for instructions
on how to proceed. If there is no Electrical Schematic or EE for the facility, then note this on Form 4.
The Reviewer shall compare the Electrical Schematics with the CSA Drawing and Connection Diagram to
determine if each PLC card is shown on the Electrical Schematic. If not all PLC cards are shown, then the
Reviewer shall note this on Form 4 so that the As-Found Red-Line Process can identify the missing cards.
The Reviewer shall also identify if there is unlabeled equipment shown on the Electrical Schematic and note this
on Form 4 so that the As-Found Red-Line Process can identify the Equipment Tags, if present.
The Reviewer shall review that Reference Numbers to other drawings are correct and complete.
4.1.12 Electrical Single Line Diagram

An ESLD is a circuit diagram that use single lines and symbols to indicate the connections to equipment within an
electrical circuit. The ESLD is the primary reference for the set of diagrams used to depict the electric
functionality of the facility. The ESLD, which includes site utility supplies such as lighting, as well as gas asset
related supplies, is required for any facility where a voltage is present at 50 Volts (V) or above (AC or DC). As the
ESLD is a high-level drawing, a single line is used to represent three phases of a three-phase power system.
If the Scoping Process determined that the ESLD is an EE document, then note this on Form 4 and refer to Job
Aid 5 [Ref. 5] for instructions on how to proceed. If there is no ESLD or EE for the facility, then note this on
Form 4.
The ESLD shall be reviewed by following the ESLD voltage and power levels through generators, transformers,
and bus bars to determine that all sheets are present. If there are missing sheets, then contact DNV GL, who will
attempt to locate the drawing(s).
The Reviewer shall identify if the correct representations of voltages presenting danger have been used. For
smaller facilities, voltages that present danger shall be presented where practicable, e.g., 110/120V AC. For
4
Small diameter piping is defined as having a diameter of less than 2 inches.
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larger facilities, depicting such a low voltage tier may prove impracticable, but as a minimum, 220/240V AC
assets shall be shown if they exist.
The Reviewer shall confirm if the drawing is shown in current ESLD format, as described in the Electrical Single
Line Diagram Guidance Document [Ref. 21]. If the drawing is shown in a different format, or additional
information is included, then the Reviewer shall consult with DNV GL regarding how to proceed. Decisions made
regarding how to proceed with the ESLD shall be documented on Form 3.
The Reviewer shall review all symbols on the ESLD for clarity. If it is unclear what is being depicted, then refer to
Job Aid 6, Resolving Symbology Discrepancies [Ref. 6].
The Reviewer shall identify if there is unlabeled equipment shown on the ESLD and note this on Form 4 so that
the As-Found Red-Line Process can identify the Equipment Tags, if present.
4.1.13 Connection Diagrams

The Reviewer shall review the Connection Diagrams for a facility. Connection Diagrams show connections at
each wire termination location, such as specified terminal strips. Connection Diagrams are graphical
representations of the interconnection of electrical and control equipment.
If the Scoping Process determined that the Connection Diagram is an EE document, then refer to Job Aid 5
[Ref. 5] for instructions on how to proceed. If there is no Connection Diagram or EE for the facility, then note
this on Form 4.
The Connection Diagram should show the installation terminals to which connections are made. The Reviewer
shall follow each wire/circuit through the drawing to make sure that no sheets are missing. Any locations where
discrepancies in labeling are found, or where a wire/circuit cannot be followed from beginning to end, shall be
highlighted and noted on Form 4. If any terminal blocks are shown in duplicate (on different sheets of the
Connection Diagrams), then those should be highlighted and noted on Form 4.
Any conduits that are unlabeled on the drawing shall also be noted on Form 4 so that the As-Found Red-Line
Process can identify the Conduit Tags, if present.
The Connection Diagrams shall be reviewed to see if all connections to Electrical Ground Points are shown. Any
equipment for which connections to ground are not shown shall be highlighted and noted on Form 4.
The Reviewer shall review all symbols on Connection Diagrams for clarity. If it is unclear what is being depicted,
then refer to Job Aid 6, Resolving Symbology Discrepancies [Ref. 6].
4.1.14 Hazardous Area Classification Drawings

Hazardous Area Classification (HAC) Drawings for gas transmission facilities define the boundaries of National
Electrical Code (NEC) classified locations, which are areas where fire or explosion hazards may exist due to
leakage or ventilation of flammable gases or vapors in quantities sufficient to produce explosive or ignitable
mixtures (Class I), divided into two degrees of hazards (Division 1 and Division 2).
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The HAC drawing is used for design and maintenance of electrical installations at gas transmission facilities.
Electrical equipment installed within classified hazardous areas must be specially designed for that area. HAC
Drawings are prepared in Plan View, and may include Elevation Views and Details necessary to define each
hazardous area and nearby electrical equipment, all drawn to scale. Typically, the two Class I Divisions are
shown using two different shade patterns.
HAC Drawings shall be reviewed to obtain a general understanding of the hazardous areas, electrical equipment
locations and site boundaries. The review should include a general comparison to any available plot plans or
piping arrangement plans. Existing HAC drawings may have been developed using criteria different from the
current criteria presented in PG&E’s new HAC Procedure [Ref. 24]. As a result, the size or extent of existing
hazardous areas may be different from those developed using current criteria. Therefore, the review should
include an understanding of electrical equipment locations relative to the center or gas source of the hazardous
areas.
If the Reviewer identifies any missing electrical equipment on the HAC Drawing, then note this on the drawing
and on Form 4. If an HAC Drawing was not located for the facility, then note this on Form 4.
4.1.15 Preliminary Document Review Summary Submittal

Upon completion of the Preliminary Document Reviews, the contractor shall upload Form 4 to the CD
SharePoint Site and submit to DNV GL via email their expected time on-site, considering the items identified
during the Preliminary Document Review.
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4.2 STEP 2 - As-Found Red-Line Process
4.2.1 Background
The As-Found Red-Line Process consists of marking up drawings to reflect the current condition of the facility.
This requires comparing the mechanical (piping and equipment) and control (electrical & instrumentation)
systems in the drawings to the piping and equipment currently installed at a facility. Accurate red-lining is
crucial to the successful update of the drawings. For the purposes of the CD Project, only aboveground piping
and equipment, and pipe/equipment in vault boxes (i.e., pipe and equipment that is not buried) shall be verified.
Form 1, Facility Site Visit Summary shall be used to document that field-related activities are done. These
activities include:
1. Confirm list of identified critical documents to be taken to the field.
2. Confirm that Field Verification is completed.
3. Confirm that Field QC is completed.
4. Identify Tagging issues.
5. Identify Foreign Prints or other documents not previously identified.
6. Document facility-specific decisions.
4.2.1.1 Security
A PG&E employee must accompany the Field Verifier(s) during the Facility Site Visit. Upon entering a facility, a
safety orientation must be given by the Facility Operating Supervisor or designee. If required, then all personnel
shall sign-in at the facility.
Security measures may vary from facility to facility based on several factors including size, location, and overall
operational significance. Each Field Verifier shall be familiar with the facility’s site-specific security measures,
which can be obtained from the Facility Operating Supervisor or designee.
For additional information, refer to PG&E’s Utility Standard TD-4050S, Security Standard for Gas Operations
[Ref. 29].
4.2.1.2 PG&E Safety Requirements

At PG&E, nothing is more important than public, employee and contractor safety and health. PG&E’s Safety and
Health Program developed the Code of Safe Practices (CSP) [Ref. 30] to provide guidance on safety procedures
for working safely. All Field Verifiers are responsible for reviewing the CSP prior to any Field Visits.
Prior to work commencing at a facility, at a safe location, a tailgate safety meeting must be conducted with all
staff involved in the task. The items discussed shall be the tasks involved, hazards that may be present, related
safety precautions, and emergency responsibilities. It is important that all personnel (PG&E, DNV GL, and
contractors) follow the two-minute rule, which is to stop and take two minutes to think through the work/task
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and understand the hazards and the controls to improve situational awareness before beginning a task and to
check for changing conditions.
All personnel at the facility must adhere to PG&E’s personal protective equipment (PPE) rules. This includes
knowing 1) when PPE is necessary, 2) what PPE is necessary, 3) how to properly don, doff, adjust, and wear PPE,
4) limitations of PPE, and 5) the proper care, maintenance, useful life, and disposal of the PPE. DNV GL shall
identify the required PPE prior to each Field Visit. A few examples of PPE are listed below:
• Head Protection
• Foot Protection
• Face Protection
• Noise Control
• Eye Protection
• Respiratory Protection
• Hand Protection
• Fall Protection
For more information, refer to Utility Standard SAFE-1005S, Personal Protective Equipment Standard [Ref. 31], or
the 2018 Gas Operations Personal Protective Equipment Matrix [Ref. 32].
4.2.1.3 Project Specific Safety Requirements

A DNV GL Job Safety & Environmental Analysis (JSEA) shall be completed prior to field work commencing at any
site. The JSEA identifies all safety and environmental risks that may be encountered during the field work and
how each one shall be appropriately mitigated. There are certain general safety risks that will be present at
each facility (e.g., working near pressurized equipment). DNV GL personnel will contact the FE or PLE and GPOM
Supervisor prior to the site visit to identify additional site-specific safety and environmental concerns (e.g.,
facility located immediately adjacent to road without protective fence). For any wildlife concerns, the JSEA shall
stipulate the way that wildlife shall be dealt with if encountered.
The JSEA will stipulate the specific PPE and safety equipment required for the facility being visited. The required
PPE and safety equipment shall be determined based on discussion with PG&E personnel prior to the site visit
and will have been communicated to all Field Verifiers and DNV GL QC personnel who will be working at the
facility. The JSEA shall be reviewed during the tailgate safety meeting.
At a minimum, the following PPE are expected for each facility:
• Safety Shoes
• Safety Glasses / Safety Goggles
• Gloves
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• Hard Hat
• Fire Retardant Clothing
• Reflective Vest
Safety Equipment may include, as needed:
• Personal H2S or Multi-Gas Monitoring Devices

• Communication Equipment, such as Portable Radios for use in the unit
Safety Incidents or Accidents
Any safety incident or accident that occurs on-site at a facility shall be reported to PG&E. PG&E will provide
assistance on-site as needed. If additional medical care is needed, then the staff involved will use a local
hospital or an urgent care facility, as needed. For any safety incident or accident off-site, outside medical care
shall be used.
Permits
Various permits may be required to perform the project. Prior to performing the walkdowns, DNV GL staff
and/or its contractors will work with PG&E to identify and obtain any required work permits.
1. Clearance
If a clearance must be maintained to complete the work (e.g., a high voltage panel needs to be opened
or function testing will need to be performed), then PG&E personnel shall obtain the needed clearance.
The clearance will specify the days the work may be performed.
2. Energized Electrical Work Permits
An Energized Electrical work permit is required for any facility where an electrical panel above 500V will
be opened. PG&E requirements for Energized Electrical work permits shall be followed per
TD-4414P-03, Gas Transmission and Distribution Electrical Safety [Ref. 35]. Only Qualified Persons (QPs)
or Qualified Electrical Workers (QEWs) are permitted to be within the arc-flash distance for any piece of
electrical equipment, or to remove panel covers, which are examples of hazards discussed during the
pre-work tailgate safety meeting.
3. Confined Space Entry
Any DNV GL and/or Contractor personnel performing work in a confined space shall have had hands-on
confined space training. Contractor record of training shall be submitted to DNV GL prior to work on
site. At a minimum, confined space entry requires two trained personnel, the person entering the
confined space and a spotter. The spotter shall monitor the gas in the confined space. PG&E personnel
may serve as the monitor, provided they have confined space training per PG&E requirements.
C-T&CS-S0213, Work in Confined Spaces [Ref. 40], shall be followed for confined space entry.
4. Hot Work Permits
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A Hot Work permit may be required for use of (photo or video) cameras to be used in hazardous areas.
Gas Control Notification
Gas Control shall be notified prior to starting and upon completion of field work each day. Gas Control shall be
provided contact information for both the on-site GPOM representative and the DNV GL Site Lead. If Gas
Control observe any unexpected alarms or activity indicators for the facility while field work is taking place, then
they will contact the on-site GPOM representative or the DNV GL Site Lead so that the field team can confirm if
their work potentially caused the alarm.
Environmental
A given site may have environmental requirements based on local presence of wildlife. Any specific
environmental factors for the site shall be identified on the JSEA and reviewed during the pre-work tailgate
safety meeting.
4.2.1.4 Facility Site Visit Requirements

The As-Found Red-Line Process requires a Facility Site Visit. Prior to any Facility Site Visit, all personnel (PG&E,
DNV GL, and contractors) must be familiar with PG&E’s and DNV GL’s security and safety requirements, and
mandatory health and safety terms.
The Facility Site Visit shall be coordinated by DNV GL with the FE or PLE, and GPOM Supervisor. Facility Site
Visits will be scheduled to avoid any existing or scheduled projects or facility maintenance activities (e.g., digs,
replacements, tests, etc.) except at compressor stations where site visits may be coordinated to occur in
conjunction with planned maintenance work for which a clearance will already be taken.
Before the Facility Site Visit, the Field Verifier must review all critical documents available and Form 4 to become
familiar with the facility.
The following items shall be brought to the facility for the As-Found Red-Line Process:
1) Drawings to be red-lined
2) Applicable drawings referenced on the critical documents
3) Form 1, Facility Site Visit Summary
4) Form 4, Preliminary Document Review Summary
5) Form 6, Station Condition Assessment
6) Fine point pens colors red, green, and blue (or electronic tablet with Bluebeam5 software
installed)
7) Any color highlighters
5
Bluebeam Revu is a digital document creation tool, marketed by Bluebeam Software, Inc.
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8) Pi-tape6, ruler and calipers

9) Photo camera
10) White board and erasable markers
11) Video camera (optional)
All printed copies of drawings taken to the facility should be printed in size 11”x17”, provided the printed copy is
legible and of sufficient quality. If the printed copy is of poor quality, then the drawing can be printed in Arch D
size (24” x 36”) or ANSI D (22” x 34”).
Once on site, but prior to commencing the As-Found Red-Line Process, the list of documents that have been
brought to the field shall be compared against the list of critical documents indicated on Form 1, Facility Site
Visit Summary. If there are any documents that are on DNV GL’s list that have not been brought to the field,
then the Field Verifier must notify DNV GL immediately so arrangements can be made for the documents to be
printed and brought to the facility (or digitally transmitted to the Field Verifier).
For each facility, Form 1 shall be completed during the Field Visit noting any issues that were identified at the
facility during the As-Found Red-Line Process. This form shall include any safety concerns, as well as a listing of
all equipment that are either not tagged, or tagged inconsistently with the Drawing Labels. While on-site, the
Condition Assessment shall be completed in accordance with Job Aid 7, Station Condition Assessment [Ref. 7]
and GPS measurements shall be taken in accordance with Job Aid 8, GPS Requirements [Ref. 8].
Upon completion of the As-Found Red-Line Process, but prior to leaving the facility, the Field Verifier shall
confirm on Form 1 that all identified critical documents have been completely verified. Any drawings or
equipment that the Field Verifier was not able to locate, or could only partially verify, shall be brought to the
attention of the PG&E on-site personnel to assist with identifying any items that could not be located. In
addition, any non-verified or partially verified items shall be indicated on Form 1 along with the reason they
were not able to be completely verified prior to leaving the facility. DNV GL shall contact PG&E FIMP&TS
personnel (the FE), the Pipeline Engineer, or the GPOM Supervisor regarding the non-verified or partially verified
items to determine the path forward. The identified path shall be documented on Form 3.
Prior to leaving the facility, the Field Verifier shall check with the PG&E station personnel to determine whether
any copies of relevant Foreign Prints7, or other documents not previously identified, are stored on site or are
stored at nearby jointly owned facilities. If there are copies available, then the relevant Foreign Print numbers
shall be noted on Form 1. DNV GL will then submit an ECA Business Request to have the documents scanned.
NOTE
Drawings and manuals from equipment vendors are considered Foreign Prints.
6
Precision Diameter Tape manufactured by Pi Tape Texas, LLC, or equal.
7
Foreign Prints are equipment drawings and documents provided by third party suppliers. These documents can contain
various construction and materials details beyond the facility’s own drawings, such as P&IDs and MGPDs.
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If the same sheet of any drawing was marked up by multiple Field Verifiers, then each Field Verifier’s comments
shall be transcribed onto one sheet prior to submission to DNV GL.
4.2.1.5 Red-Line Requirements

All red-lining procedures should be in accordance with TD-4461M, As-Built Red-Line Handbook [Ref. 33] and
individuals responsible for the As-Found Red-Line Process should become familiar with this handbook. The
As-Built Red-Line Handbook provides general red-line requirements for all gas construction, with specific
requirements for transmission facilities in Section 5.
Any items not identified on a drawing, but found at the facility shall be ADDED using RED ink and any items that
are identified on the drawing, but not at the facility shall be DELETED using GREEN ink. If any
NOTES/COMMENTS are required regarding an item, then use BLUE ink.
RED INK Additions
GREEN INK Deletions
BLUE INK Notes and Comments
If there is not enough space to edit the existing configuration on a drawing, then indicate the portion to be
redrawn and sketch the proper configuration on a separate sheet. See Figure 3 for an example of a
supplemental sketch.
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Figure 3. Examples of Supplemental Sketch by Field Verifier.
There are two methods for verifying documents depending on whether a single sheet will be reviewed by one
reviewer or multiple. All alterations shall be done in the appropriate color pen (red for additions, green for
deletions, blue for comments). After the sheet is complete, the reviewer shall sign his/her name in the bottom
right corner with the date; see Figure 4. DNV GL shall QC the document and indicate any necessary revisions in
the appropriate color pen. If 100% QC is performed, “100% QC” and the name of the QC person shall be written
in the bottom right corner of the drawing; see Figure 5.
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Figure 4. Example field markup of a drawing with name indicating the identity of reviewer.
Figure 5. Example QC of a portion of a document. The name of the person responsible for the QC is shown
with their highlighter.
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Figure 6. Example of the two versions from multiple reviewers.
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In the case of multiple reviewers reviewing a single sheet, each reviewer shall follow the same procedure in
creating the redlined document – use yellow highlighter to indicate what is verified and appropriate pen to
indicate changes. After each Field Verifier has concluded their portion of the drawing, the drawings shall be
combined into two versions of the same drawing to indicate the combined changes on the drawing: one which
uses different colors of highlighter to indicate who has reviewed which sections, and a separate copy to indicate
only the combined changes on the drawing. See Figure 6 for an example of a single sheet reviewed by multiple
Field Verifiers. DNV GL shall use the version which includes only the changes to perform the QC of the
document.
Numbering
A thorough reference system to various numbers is a critical element of keeping track of and indicating the
relation between files. Most documents have their own number, and include references to other documents or
other relevant numbers. In all steps of the As-Founding Process, the numbers shall be red-lined as needed and
be included in the QC process, with the exception of Bill of Materials (BOM) reference numbers, which are not
being verified.
Examples of numbering include:
• Drawing Numbers
o Sheet Numbers
o Revision Numbers
Including Revision Dates
o References to Other Drawings
o References to Foreign Prints
• Project or Job Numbers

o Work Order Numbers
o Bill of Materials (BOM) Item Call-Out Numbers (verification not in-scope)
o Field Reference Numbers
o Contact Information Numbers
o PG&E Internal Reference Numbers
Photographs
If there are any red-line changes (additions, deletions, or modifications) made on a drawing, then a minimum of
two photographs shall be taken of the affected area to assist the Updater. Photographs are to be taken for
piping and equipment, as well as for electrical, instrumentation equipment. Photographs cannot replace the
red-line documents.
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a. Note: The use of cell phones to take pictures is not permitted.

At least one general and one detailed photograph shall be taken. The photographs should be taken in color and
with progressively more detail, as follows:
1. A photograph of the overall area of the facilities.
Usually this would try to include an intersection or buildings in the area. This initial photo establishes
the general location and gives enough detail that a user later can confirm the location or understand
that buildings and streets have changed.
2. The next photos should be close up in the facilities.
Photos should show the potential relationships of the facilities such as valve, frame and covers, boxes,
mark and locate, fences, curbs, sidewalks, paved areas and recent excavations in the area. The next
photos should be of a regulator set or open vault or box. This gives the general placement of and
relationship of the various features. If valve tag numbers are visible in these photos that is best.
3. The most detailed photos should be of the individual valve ratings, and valve tee caps.
Examples are shown in Figure 7.
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Detail in
Figure 8.
b
Figure 7. Examples of photographs, showing (a) General View of a Valve, with Supports and Adjacent
Equipment Lines, and (b) Detailed View of Opposite Side of the Same Valve.
The general photograph shall provide visualization of the layout of the region. This photograph shall show
several feet upstream and downstream of the affected area. The detailed photograph shall provide a close-up
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of any incoming or outgoing lines. This photograph shall include only a few inches of upstream or downstream
piping. It shall clearly depict the intended information, which the Updater can use to help make the change to
applicable documents. If there is a change in the equipment name and/or identifier (i.e., tag number), then a
photograph with the Equipment and its Equipment Tag shall be taken, which may require more than one
photograph of the specific features.
Photos should be in focus, and have sufficient resolution to see important details and/or read letters on Name
Plates and Tags. Figure 8 shows an example of an unclear photograph, which was created from an enlargement
of the digital photograph in Figure 7(b). In this case, the Valve Tag is unreadable and the image is not useful for
the Updater. The Field Verifier should have taken a close-up photograph of the tag.
Figure 8. Example of Unclear Photograph (refer to Figure 7), in which Valve Tag is not readable.
In addition to the two required photographs, for all equipment and tagged piping/tubing a photograph of the
Equipment Name Plate or Physical Tag shall be taken. It shall be noted on the drawing if a Name Plate is not
present or illegible (e.g., Name Plate painted over, worn, faded, or corroded). The intent is to know when a
photo of an illegible Name Plate is not due to a poor or out-of-focus photo. Also, note on the drawing when a
Name Plate appears to be missing (e.g., indicate Name Plate not found). If possible, then it is best to provide as
many general and detailed photographs as necessary to clearly identify the affected area, see examples in
Figure 9.
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a b
c
Figure 9. Examples of photographs, showing (a) General Photograph of a Pump, (b) Detailed Photograph of
Pump Equipment Tag, and (c) Detailed Photograph of Pump Control Panel Labels.
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Each photograph shall have a specific filename in accordance with the feature being added or deleted. A
common file type for images should be used (e.g., *.jpg, *.png, or *.gif). The filename shall include the following
information in order:
1. Equipment Number.
2. Specification of item of interest (as relevant).
EXAMPLE: If above grade pipe and valves indicating Mueller tee connections associated with valve V-1,
then the photograph file name shall be V-1_MuellerTees.
For multiple photographs taken of a feature, use the same filename convention and differentiate the
photographs by number.
EXAMPLES: V-1_MuellerTees-1, V-1_MuellerTees-2
All photographs shall be loaded to a secure File Transfer Protocol (FTP) site operated by the vendor upon
completion of the Facility Site Visit. PG&E personnel will be given access to the FTP site to download the
photographs for further packaging.
Videos
In some cases, a video may be more useful than a photograph to explain a certain configuration. Digital photo
cameras often allow for videos to be recorded in a similar format, and stored with the photographs. Video shall
not replace photographs. Neither videos nor photographs can replace the red-line documents.
If the Field Verifier elects to add a video, then there shall also be photographs of the same equipment for which
the drawings are being reviewed and updated. Where video is used, a recording shall be taken from the
perimeter of the facility from 360° looking inward. Any pipe runs shall be walked from beginning to end to give
an overall sense of the flow of gas through the facility equipment.
Each video must have a specific filename in accordance with the feature being added or deleted, as well the
facility name/location. A common file type for videos should be used (e.g., *.avi, *.mp4, or *.mov). The
filename for videos must include the same information as for photographs; refer to the paragraph above.
Tags
Tags are physical labels attached to equipment and piping, indicating the identification number, name, and/or
other details of equipment, such as hazard warnings, equipment instructions, and accident prevention
information. The types of industrial tags used at gas facilities include painted-on, sticker, and permanent tags.
Permanent tags are made of high performance, durable materials that can withstand harsh environments – both
indoors and outdoors.
Tag types include:
• Equipment Tags
o Larger, unique equipment (e.g., pumps, compressors)
o Buildings and structures
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• Piping-related
o Piping Tags
o Tube Tags
o Line Tags
o Valve Tags
o Tap Tags
o Vent Tags
• Control & Instrumentation-related
o Transmitter Tags
o Thermowell Tags
o Instrument Tags
• Electrical-related
o Cable Tags
o Wire Tags
o Conduit Tags
o Circuit Tags
The Field Verifier shall verify the tags for agreement with relevant drawings, as applicable. If there is a
disagreement, or a tag is missing, then the Field Verifier shall note this on the drawing in BLUE ink. If equipment
is tagged by either a marker or a sticker, then the Field Verifier shall note this by writing marker or sticker on the
drawing next to or near the identified equipment.
BLUE INK Disagreement or Tag Not Found
MARKER Marker Tag found in the Field
STICKER Sticker Tag found in the Field
After the As-Found Red-Line Process is complete, the following information shall be compiled onto Form 1:
• Valve Tags
o Disagreement between Valve Tags and Drawing Labels
o Include any instances where valve names have identifiers other than “V-xxx“.
o Tags missing in the field
o Labels missing on the drawings
o Tags shown are inappropriate or illegible (applied as Sticker or Marker)
o “Cattle Tags” are only acceptable inside vaults or other buried access points.
• Non-Valve Equipment Tags
o Disagreement between Equipment Tags and Drawing Labels
o Tags missing in the field
o Labels missing on the drawings
One of the deliverables within the scope is the creation of tags for installation where tags are missing. The Field
Verifier shall document the locations and collect all necessary information in the field to create replacements for
any missing tags. DNV GL shall refer to Job Aid 11, Creating Valve Tags [Ref. 11] for creating the replacement
tags.
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Vaults
Pipe and equipment located inside vaults shall be verified. If entering the vault is required to verify features,
then this will require PG&E personnel assistance. See the Safety Section of the document for requirements for
entering Confined Spaces. DNV GL shall contact the Facility Operating Supervisor or designee prior to entering a
vault to coordinate the work that may be required related to access, such as water removal.

The Field Verifier shall verify the Operating Diagram. The Condition Assessment is based on the equipment
identified on the Operating Diagram, and shall be performed in parallel with the As-Found Red-Line Process, see
Job Aid 7, Station Condition Assessment [Ref. 7].
The intent of the As-Found Red-Line Process for the OD is to verify that all piping features referenced in TP-
4460P-10, Gas Transmission Operating Maps and Operating Diagrams [Ref. 34] and found at the facility are
included on the OD and correctly match as-found conditions (e.g., routing). Valves smaller than 2 inches in
diameter are generally not shown on ODs, unless they have a unique significance that requires them to be
shown. Any identified discrepancies shall be noted on the Operating Diagram.
The Field Verifier shall be aware that valves on the OD are labeled slightly different from valves on P&IDs. The
P&ID will typically identify a valve as V-number, whereas the OD will only list the number, which is not a notable
discrepancy. Also, note that in contrast to P&IDs, the OD is a schematic that should depict the physical layout of
the piping, to the extent feasible, and include a North arrow.
The Field Verifier shall verify that pressure SCADA points, temperature SCADA points, and flow SCADA points are
indicated with inverted triangles and numbered to match the Equipment Tag. In addition, that the stem
attached to the triangle emanates directly from the piping for pressure SCADA points and that the stem
attached to the triangle emanates from a meter for flow SCADA points. For pressure transmitters, temperature
transmitters and flow transmitters, the Tag Number should match the label on the P&ID, although different
alphabetic labeling is used to identify transmitter types.
EXAMPLE: Pressure SCADA points are listed as PTs on ODs while they are listed as PITs on P&IDs.
If the SCADA Point Number is shown, then it shall be indicated on the top of the inverted triangle. It is outside
the scope of the Station Critical Documents effort to confirm the accuracy of the SCADA Point Number or to
determine those values if they are not shown. If the SCADA Point Number is shown inside the triangle (instead
of the standard Instrument Tag Number), then PG&E field personnel shall be consulted to see if they know how
the Transmitter Tag in the field translates to the SCADA Point Number. If the PG&E field personnel cannot
confirm the correlation, then the Transmitter Tag in the field shall be noted on Form 1 so that further
investigation can be performed following the Facility Site Visit.
The Field Verifier shall confirm on the OD that gas sampler SCADA points are indicated with hexagons and
sequentially numbered. In addition, that the stem of the hexagon emanates directly from the pipeline.
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There are no As-Found Red-Line activities associated with O&MIs, for the Field Verifier.

There are no As-Found Red-Line activities associated with the Operating Procedures, for the Field Verifier.

There are no As-Found Red-Line activities associated with the Control Philosophy, for the Field Verifier.

There are no As-Found Red-Line activities associated with the CSA Drawing, for the Field Verifier.

The Field Verifier shall verify the P&IDs. Since the P&ID is a schematic and the MGPD is drawn to scale, the
MGPD shall be used for determining the walkdown path to compare both drawings to the facility. The P&IDs
and MGPD shall be reviewed simultaneously (i.e., side-by-side) to ensure both drawings are consistent.
EXAMPLE: Referring to Figure 10, if the P&ID (right side in the figure) shows that V-1 connects directly to
V-5, then the MGPD (left side in the figure) should be reviewed to ensure that V-1 connects
directly to V-5 in that diagram as well.
Disagreements between as-found conditions, MGPDs and P&IDs shall be corrected on appropriate drawing(s),
per the findings from the field. All piping features shown on the MGPD shall be shown on the P&ID, except for
non-reducing elbows, tees, taps and plugged branch weldments, such as Olets. However, in some cases not all
items shown on the P&ID will be represented on the MGPD (e.g., small diameter valves and instrumentation
ports). All lines on the P&ID shall be verified in their entirety before verifying branch connections. It is outside
the As-Found process to address and resolve P&ID redline changes that affect non-critical documents.
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Figure 10. Example of Side-by-Side review of P&ID (right side) and MGPD (left side).
The first page of the P&ID drawing set is typically the Symbols and Nomenclature page. This page shall be used
in combination with the P&ID being verified to determine whether the item type on the P&ID matches what is
found at the facility. It is possible that a facility contains items for which a symbol is not presently available. If
this occurs, then it shall be noted on the drawing in BLUE ink that an item type at the facility does not have an
assigned symbol. In addition, for clarification purposes a general and a detailed photograph shall be taken of
the item at the facility that corresponds to the unknown symbol so that the appropriate symbol can be
determined after the Field Visit.
BLUE INK No Assigned Symbol for an Item
While walking the pipeline, all aboveground piping and items located inside vaults shall be reviewed. This
includes all existing items not shown on the P&ID, as well as items shown on the documents that do not exist
(i.e., not found) at the facility.
For every P&ID, the following list of items may be found at the facility and shall be reviewed:
• Valves
• Cabinets
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• Instrumentation
• Pipe Diameter
• Reducers (including Reducing Elbows)
• Branch connections
• Tubing
• Taps
• Equipment
• Vents
• Small diameter pipe
• Tags
Each item is discussed below.
Valves
All valves and valve types need to be verified. This includes aboveground small diameter valves connected via
Mueller tees, valve control components, and all valves inside cabinets. If the type of valve cannot be
determined (e.g., ball valve rather than plug valve), then a note shall be made in BLUE ink.
BLUE INK Valve type not identified
Any valves that are locked open (L.O.) or locked closed (L.C.) for operational purposes shall be noted on the
drawing by the valve as L.O. or L.C., as applicable. Isolation valves located upstream of pressure regulating
valves are the most commonly locked valve type, and would be locked open.
The size of the valve listed on the P&ID shall be visually confirmed. If the valve size is not listed on the P&ID,
then the Field Verifier shall determine the size and note it on the P&ID. If the valve size is not obvious, then the
Field Verifier shall use pi-tape to confirm the diameter of the incoming pipe. The results shall be noted on the
P&ID. Valves between a gauge/sensor and an instrument (transmitter) shall be shown on the P&ID.
Cabinets
Equipment items located inside cabinets, such as those controlling large valves, shall be verified. PG&E
personnel shall open all cabinets. If a cabinet is locked, then the Field Verifier shall notify the DNV GL person
onsite, who will make attempts to have PG&E personnel unlock the cabinet. If a DNV GL person is not present
or not available, then the Field Verifier may contact the PG&E personnel onsite directly. If the cabinet cannot be
unlocked while at the facility, then the Field Verifier shall notify DNV GL and note this on Form 1.
Instrumentation
Instrumentation can generally be divided in three categories: (1) sensors, (2) gauges, also referred to as
indicators, and (3) transmitters. On P&IDs, sensors and gauges are drawn as a single symbol, with the first letter
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referring to the measured parameter (e.g., P for pressure, T for temperature, F for flow) and the second
letter being I for indicator. On P&IDs, transmitters are drawn separately, also using a single symbol, and the
second or third letter being T for transmitter.
EXAMPLE: Pressure Indicating Transmitter = PIT
Instrumentation such as pressure, temperature, and flow sensors/gauges and transmitters shall be verified. If
the transmitter is connected through a thermowell, then the thermowell shall also be noted on the P&ID using
the appropriate symbology. The P&ID symbology sheet provides a chart to discern the meaning of letter
combinations used on additional instrumentation that may be found at a facility.
Aspects of instrumentation that require verification are as follows: 1) the location of the connection from the
instrument to the pipe or equipment, 2) the type of instrument (sensor/gauge or transmitter), and 3) the
Instrument Tag. As mentioned in the Valve section, valves between a sensor/gauge (indicator) and a transmitter
shall be shown on the P&ID. It is outside the As-Found process to review the range of instrumentation.
Tubing (Instrumentation Lines) used to connect the instrumentation to the piping shall be verified. Tubing that
is physically part of an instrument (integrated in the design) does not need verification.
Pipe Diameter
The pipe size shown on the P&ID shall be confirmed using a pi-tape. Tube size shall be confirmed using calipers.
If the pipe size (diameter) is not listed on the P&ID, then the Field Verifier shall determine the size and note it on
the P&ID. It is outside the As-Found process to review the pipe wall thickness and pipe grade.
Reducers
A reducer is a transition piece in a piping system that connects a larger diameter pipe to a smaller diameter pipe.
The presence of all reducers shall be confirmed by the Field Verifier, and marked on the P&ID along with the
diameter of the pipe or tubing connected to either side of the reducer. If these measurements are not indicated
on the P&ID, then the Field Verifier shall make a note, and if needed a supporting sketch, so that the Drafter will
understand the dimensions of the as-found configuration. Reducing elbows provide the same function as a
reducer, but with a bend, which is typically 90 degrees. Reducing elbows shall be verified following the same
requirement for reducers.
Branch Connections
The location and orientation of piping branch connections (e.g., Tees, Y-splits, Laterals and Crosses), including
taps, shall be verified. The branch pipe size and the piping shown on the P&ID shall be confirmed, as well as any
equipment installed in the branch (e.g., valves and instrumentation).
Short branches off the main line shall be verified as they appear during the walkdown. After the main line and
all short branches have been verified, any long branches (i.e., longer than a few feet) shall also be verified.
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Tubing
Tubing is defined as any gas/fluid line that is constructed with fittings and tube material. Tubing is different
from piping, which is constructed by welding and/or bolted together with flanges. Tubing generally has a small
diameter (1/2-inch or less) and is often associated with instrumentation and taps.
The Field Verifier shall verify all piping with unlabeled diameters, which is typically small diameter. In addition,
the type of termination of piping and tubing (welded, threaded connection, blind flange) shall be determined.
Any transition points from piping to tubing or changes in diameter shall be verified as well.
Taps
Taps, for the purpose of this guideline, are threaded holes in which equipment such as a valve or instrument can
be installed. All used tap locations and thermowells shall be identified on the P&IDs. All tap locations and
thermowells, regardless if they are currently being used or not, shall also be identified in all applicable views on
the MGPDs (i.e., Plan and the associated Section, Elevation, and Detail Views). An unused tap would be capped
with a threaded plug. Unused taps are not shown on P&IDs, but are shown on the corresponding MGPDs.
The Field Verifier shall identify all equipment that is associated with each tap. Information to be documented
and verified includes (1) size of the tap, and (2) distance to nearest equipment (if not currently shown on the
drawing). For thermowells, the information from the Thermowell Tag shall also be recorded (in addition to the
requirements for taps).
Equipment
All equipment associated with piping and instrumentation needs to be included in P&IDs, and shall be verified by
the Field Verifier. Equipment shall be indicated on the P&ID using standard symbology. For any equipment that
is not represented in accordance with the PG&E standard symbology sheet, the Field Verifier shall draw the
corresponding symbol next to the equipment.
If the symbol is not known, then the Field Verifier will document sufficient information and take photographs of
the equipment so that the appropriate symbol can be determined following the site visit. Information regarding
the equipment capacity shall be recorded, as applicable, such as pressure class, MAOP, and tank volumes. It is
outside the scope of the CD project to verify the pressure class, MAOP, and tank volume information recorded
while on-site through other means (such as record review).
Vents
All vents shall be indicated on the P&ID. The Field Verifier shall verify that all vents and associated piping and/or
tubing connections are shown at the correct location on the P&ID.
Small diameter pipe
Piping with a diameter of less than 2 inches is generally referred to as small-diameter pipe. Existing P&IDs may
not show all small diameter piping. The Field Verifier shall verify all small-diameter piping and add it to the P&ID
if it is missing from the drawing.
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Tags
The Field Verifier shall verify that all Tags have information consistent with the Drawing Labels shown on the
P&IDs. Labels on the P&IDs include those used for valves, pipe, tubing, equipment, and instrumentation.
If any information is missing on the P&ID, then the Field Verifier shall add this using RED ink, and comments can
be indicated in BLUE ink. In some instances, the P&ID may have more information than needed, and this shall
be indicated with GREEN ink on the P&ID being verified.
RED INK Additions
GREEN INK Deletions

The Field Verifier shall verify the MGPDs. The As-Found Red-Line Process for MGPDs shall be performed in
conjunction with the P&IDs as described in Section 4.2.7.
In addition to the review/mark-up process detailed for P&IDs in Section 4.2.7, the following aspects related to
MGPDs shall be reviewed during the walkdown.
• Dimensions
• Symbols
• Point of View
• Elbows and Tees
• Bollards
Each of these MGPD aspects is discussed below.
Dimensions
Verification of existing dimensions referenced on the MGPD is NOT included in the scope of work, and these are
NOT to be verified at the facility. However, if new equipment or taps are identified, the Field Verifier shall take
measurements to ensure accurate placement on the MGPDs.
1. For items added on an existing line, measurements shall be taken from the nearest girth weld
identified on the MGPD.
2. For new branch connections, pi-tape shall be used to determine the diameter of the branch piping.
If no girth weld is currently identified for these branch connections, then measurements shall be
taken from the centerline of the pipe, and another physical reference such as the working point of
an elbow or tee.
3. For valves added on branch connections with unlabeled pipe size, the diameter shall be measured to
determine valve size.
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If piping is insulated or has other barriers preventing as-found verification, then note that on Form 1.
Symbols
Piping on MGPDs is represented by two solid lines corresponding to the pipe diameter and a center-line. PG&E
does not have a standard symbology sheet for MGPDs. However, PG&E Gas Operations CAD Standards
Manual [Ref. 39] indicates in Chapter 4.D.8 that The standard symbols and methods for designating SECTIONS,
ELEVATIONS, and DETAILS should be used on new drawings. This means that, for all changes (additions,
deletions, or modifications) to the MGPD, the following structure is used in both the As-Found Red-Line Process
and the Document Updating process:
1. Field red-lines can be drawn as single line drawings, but shall be converted to standard double line
drawings when drafted.
2. Aboveground piping shall be shown with solid lines and buried piping shall be shown with dashed
lines.
3. The drawing convention for lines that cross shall be to show the line physically in front (depending
upon reference orientation) in the normal line format (solid line if aboveground, dashed line if
underground) and the line behind shall have the lines not shown (broken) for the area where they
cross. The center-line designation for both lines are shown continuously (i.e., unbroken and
crossing).
4. Taps – All tap locations shall be identified on the Plan View drawing with a circle designation.
o Taps located on valve bodies are not shown on MGPDs.
o An Elevation View and/or Detail View shall be created, showing specifically what equipment
is associated with the tap.
o For the Elevation View and/or Detail View, if the tap is associated with instrumentation only,
then only the tap is shown.
o If there is a small diameter valve associated with the tap, then the valve shall also be shown.
o Access Points to underground taps shall be shown on the Plan View drawing8 as a circle
within a box.
5. Valves – for all valves (regardless of diameter) shown on any MGPD (Plan Views, Section Views,
Elevation Views, and Detail Views) place the appropriate Valve Name, using the format described in
the P&ID Guidance [Ref. 17] immediately adjacent to the valve or using an arrow leader. Typical
Detail Views (i.e., applicable to multiple valves) do not require valve labeling.
o Include the valve size adjacent to the valve.
6. All Cabinets shall be shown (and labeled) on the Plan View drawing.
8
Plan View drawings are sometimes referred to as Plot View or Plot Plan drawings.
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7. Equipment – Equipment shall be shown on the MGPDs. Equipment Numbers shall be placed
immediately adjacent to the equipment or within the equipment symbol as space allows. The
symbol used for the equipment shall illustrate (simplified) the equipment based on the point of view
of the drawing.
Point of View
Verify that Section, Elevation, and Detail references are included on the MGPDs and that they depict the correct
point of view (orientation). Plan View MGPDs shall have a facility North Arrow indicator.
• Section or Elevation reference – The orientation and extent of a Section View or Elevation View is
referenced on the Plan View drawing by using reference labels (IDs). The IDs consist of either one or
two reference circles containing the reference ID letter in the top half of the circle and arrows
showing the direction of the Elevation View. The bottom half of the reference circle shall contain
the complete Drawing Number of the Elevation View drawing. The tilde character (~) indicates the
Elevation View drawing is depicted on the same sheet.
• Detail reference – The location of a detail reference can be made on either the main gas Plan View
or Elevation View drawing. The area of detail is referenced by a circle labeled with DET referring to
the numeric reference ID with an arrow leader. The tilde character (~) indicates the Detail View is
depicted on the same sheet. The Detail View Drawing is then listed with the same label and a
relevant scale for the detail.
Elbows and Tees
The orientation of tees (perpendicular or not) and elbows (90 degrees, 45 degrees, other angles) is shown on the
MGPD. The Field Verifier shall confirm the diameter of each end of the tee connection, which should match the
branch piping from the tee. The physical length of each end of the tee connection (length to the connecting
girth weld) does not need to be recorded.
Bollards
If there are existing bollards shown on the MGPD, those shall be reviewed and updated in the As-Found Red-
Line Process. If bollards are not shown on the MGPD but are present in the Field, then the number and layout of
those bollards shall be captured during the Field Visit. The approximate locations of bollards should be marked
on the MGPD. It is outside the scope of the Station Critical Documents effort to determine the GPS locations of
bollards.

The Field Verifier shall record all equipment items aboveground and inside vaults needed to compile an
Equipment List. The information for the Equipment List should be collected at the same time as the Condition
Assessment, P&ID/MGPD, and Electrical Connection Diagram verification.
For each Equipment, with the exception of hand valves, general and detailed photographs shall be taken.
Photographs should include all Equipment Tags and Name Plates, including rating plates for Electrical &
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Instrumentation equipment. The photograph naming convention shall be consistent with examples provided in
Section 4.2.
For every piece of equipment found at a facility, the following aspects shall be recorded for inclusion within the
Equipment List:
• Equipment Tag Number
• Equipment Information (Manufacturer, Model Number)
• Electrical Data (HAC Rating, Voltage Rating, Current Rating)
o For transformers, the Power Rating also needs to be recorded.
Whenever this information is recorded as part of other verification activities, duplication is not required.
Each of these Equipment List aspects is discussed below.
Equipment Tag Number
The Equipment Tag Number is used to uniquely identify a piece of equipment within a facility. The Field Verifier
shall photograph the Equipment Tag Numbers.
Equipment Information
The equipment information shall include the Equipment Type, Manufacturer Name, and Model Number.
Figure 11 depicts where this information could be found on the Equipment Name Plate, which should be
attached to the physical equipment.
• The Equipment Type is a brief description of the equipment (e.g., ball valve dehydrator, atmospheric
tanks, etc.). For valves, the Equipment Type and valve size shall be specified. For valves, the valve
type and size information shall be recorded during the P&ID As-Found Red-Line Process and does
not need to be verified twice.
• The Field Verifier shall record (photograph) the Equipment Name Plate that is attached to the
equipment for this information.
• The Manufacturer Name and Model Number may be found on the Equipment Name Plate.
• Other information can include year of manufacture, equipment ratings, and calibration information.
• It shall be noted on the drawing if an Equipment Name Plate is not present.
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Figure 11. Example of an Equipment Name Plate, showing Information about the Asset.
Electrical Data
The Field Verifier shall record (photograph) any electrical information found on the equipment, including the
equipment HAC Rating, Voltage Rating, Current Rating, and (for transformers) the Power Rating. All equipment
certified for use in hazardous areas must be labeled/marked to show the type and level of protection applied. In
addition to writing the information on the drawings, the Field Verifier shall take a photograph of each
Equipment Name Plate. In cases where a Name Plate is located such that access is limited for a photo camera, a
mirror may be used to aid in viewing the location. If photography is not possible, then the Field Verifier shall
record the information that cannot be photographed.
In North America, the suitability of equipment for the specific hazardous area must be tested by a Nationally
Recognized Testing Laboratory. Such institutes are UL, MET, FM, CSA, or Intertek (ETL), for example. The label
will always list the HAC Class(es), Division(s) and may list the Group(s) and temperature Code. Directly adjacent
on the label one will find the mark of the listing agency. Also included in the marking are the Manufacturers
Name or trademark and address, the apparatus type, name and serial number, year of manufacture, and any
special conditions of use.
All equipment in Division 1 areas must have an approval label, but certain materials, such as rigid metallic
conduit, does not have a specific label indicating the Cl./Div.1 suitability and their listing as approved method of
installation in the NEC serves as the permission. Some equipment in Division 2 areas do not require a specific
label, such as standard 3 phase induction motors that do not contain normally arcing components.
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An example of the elements of a typical HAC mark is shown in Figure 12.
Figure 12. Typical North American Equipment Mark for HAC Rating.
4.2.10 Line List

There are no as-found red-line activities associated with the Line List, for the Field Verifier.

The Field Verifier shall verify the Electrical Schematics. Note, the Field QC (Step 3) occurs in parallel with the
As-Found Red-Line Process (Step 2) of Electrical Schematics. Refer to Section 4.3.11 for Field QC instructions.
The Field Verifier shall keep in mind that the verification of Electrical Schematics shall be at an intermediate level
between the high-level ESLDs and the most detailed level Connection Diagrams.
The following shall be verified as part of the Electrical Schematics:
• The equipment shown on the Electrical Schematics is physically present in the field.
o All equipment listed in tables on the Electrical Schematic is also shown in the drawing.
o All PLC cards on the drawing are present.
o The information shown on the Electrical Schematic is consistent with the Equipment List.
o Note: To avoid potentially conflicting information on documents, the Equipment List is the
designated document for any table listing equipment. It is outside the scope of the CD
project to update BOM or other equipment list that may appear on Electrical Schematics.
• The equipment is electrically connected at the Start Point and End Point of any connection.
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The following shall not be verified as part of the Electrical Schematics:

• Any permanent connections, such as wires soldered to circuit boards.
• Numbering and specific connections at terminal ports (that activity is included in the As-Found Red-
Line Process of Connection Diagrams)
• Internals of vendor-supplied equipment.
o Note: Electrical Schematics from vendors are considered Foreign Prints.
• Wiring within Motor Control Centers (MCCs).
• Wires within conduits and cable trays.
The walkdown path for the Electrical Schematics should be the same path used for the ESLD. It may be
completed at the same time as the ESLD/Connection Diagram verification or it may be done after the
completion of those verifications, and by a separate person.
NOTE
If the review is done by a separate person, then it must either be done following completion of
the ESLD walkdown so that any added equipment is accounted for or there must be
coordination to communicate with the Equipment List Field Verifier what equipment has been
added. While walking the facility, all electrical equipment items inside cabinets shall be
reviewed and compared with the existing Electrical Schematic.
Information that is used in the As-Found Red-Line Process for Electrical Schematics is in part being gathered for
other Critical Documents. However, for those documents, more emphasis is placed on the characteristics of
discrete pieces of equipment, and less emphasis on the logic to operate the devices that involve complex hard-
wired control logic. The Field Verifier shall verify that the Electrical Schematics accurately represent the
intended interconnections and operations. This is done by visually confirming that the drawn connections exist
at the Start Point and End Point of each connected equipment on the Electrical Schematic.
NOTE
It is outside the scope of the Station Critical Documents effort to trace electrical or
instrumentation lines. The Field Verifier shall only confirm the connection points.
For example, if an Electrical Schematic shows an electrical connection should exist between a PLC and a motor-
operated valve, then the Field Verifier shall confirm the cable is present and connected. If the cable is not
present, then this should be noted on the Electrical Schematic. If the cable is present but disconnected, then
that should be noted.
The Field Verifier shall not physically change any of the as-found conditions, because that would affect
operations, and there may be a reason for a cable to be disconnected. If any conditions of potential safety
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concern are encountered, then the Field Verifier must notify DNV GL, who will contact the facility’s assigned FE
or PLE and/or GPOM.
The Field Verifier shall verify each PLC card, and confirm the presence or absence of PLCs as indicated as missing
by the Reviewer on Form 4.
The Field Verifier shall identify the pertinent information for any equipment that is unlabeled on the Electrical
Schematic. If a specific electrical configuration cannot be verified in the field, then that should be noted on the
Electrical Schematic. Disagreements between Electrical Schematics, ESLDs, and Connection Diagrams shall be
corrected on all three drawings, as needed, per the findings from the field.
The Field Verifier shall provide sufficiently detailed sketches and notes showing the as-found condition(s), so
that the Updater can revise the drawings as needed, including:
• Equipment Number, Site Function (Specification with Symbol), Manufacturer Name, Model Number,
Connection Detail, Junction boxes, Cable Tags, and location in the facility.
For each equipment that requires red-line changes on the Electrical Schematics, general and detailed
photographs shall be taken. Photographs should include all Equipment Name Plates and Tags, including rating
plates for Electrical & Instrumentation equipment. The photograph naming convention shall be consistent with
examples provided in Section 4.2.

The Field Verifier shall verify the ESLDs. Note, the Field QC (Step 3) occurs in parallel with the As-Found Red-Line
Process (Step 2) of ESLDs. Refer to Section 4.3.12 for Field QC instructions.
When beginning the As-Found Red-Line Process, the electrical walkdown should start at the site/facility
incoming power and progress down the power/voltage tiers to the respective switchgear and bus bars. This
direction is either generally drawn from the top to the bottom or from the left to the right on the ESLD.
The Field Verifier shall collect sufficient information in the Red-Lined Document so that the Updater can
determine which symbol to use for each equipment, to be consistent with IEEE 315-1975 / ANSI Y32.2-1975
[Ref. 37].
A copy of the standards for the applicable symbols and the non-standard symbols already in use are to be used
in combination with the ESLD to determine whether the electrical asset on the ESLD matches what is found at
the facility. It is possible that a facility contains assets for which a symbol is not presently available. If this
occurs, then it shall be noted on the drawing in BLUE ink that an asset type at the facility does not have an
assigned symbol. In addition, for clarification purposes, a general and a detailed photograph shall be taken of
the item that corresponds to the unknown symbol.
While walking the electrical circuit, all electrical equipment shall be reviewed. This includes all items listed and
not listed on the ESLD. For every ESLD, the following items may be found at the facility and shall be reviewed:
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• Transformers
• Generators
• Circuit Breakers
• Instrument Transformers
• Power Factor Correction Capacitors
• Bus Bars
• Conductors
For each major equipment item (defined as equipment that should have an Equipment Tag), the Field Verifier
shall record the following information, by writing it on the Red-Line Document:
• Equipment Number
• Description
• Manufacturer
• Model Number, Type

• Grounding
• Connection Detail
• Junction Boxes
• Cable Tags
• Physical Location
Table 4 lists the key assets found on an ESLD, with typical examples of the different types of markings on
engineering drawings. The BOLD asset types are those required for best practice on the ESLD. Optional
information is enclosed using angled brackets, such as <this is optional text>.
Table 4. Key assets found on an Electrical Single-Line Diagrams, with typical examples.
Site Function
Electrical Single Component Product Physical
(Specification
Line Diagram (Specification) (Specification*) (Log/Tag)
with Symbol)
Symbol Per Add reference, Add reference,
To match the
ANSI Y32.2 or legend, note, or legend, or note as
tag on the
Description ANSI Y32.9 Plus location as required. required.
Equipment
brief details as <rating plate <rating plate
Schedule
required below information> information>
Page 59 of 107
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Site Function
(Specification
with Symbol)
vvv KV
Manufacturer,
ff Hz as Object Spec
Incoming type no.
Incomer 1 www MVA or site tag
Supply e.g., PG&E 480/277,
X/R =8% e.g., BKR-001
4-wire
3/4 Wire
KVA Rating
n Phase Primary
Manufacturer,
<m phase secondary> alpha-numeric
Transformers – Station Service type no.
xxxV/yyyV <or ratio> e.g., LLL-nnn or
Power Transformer e.g., WESTINGHOUSE
Z= zz % NTR-0208
Type LV
<Cooling e.g., ONAN
or OISC>
KVA Rating
Manufacturer,
#phase
IEEE C57.13- type no.
Transformers – xxxV (/or :)yyyV
2008 Table 5 e.g., Socomec TRB 60 CPT<n>
Control/Current <Accuracy class per
Control Tx, CT 5A:5A 2.5 VA Ref 192 x
IEEE C57.13-2008
0505
table 6>
vv V
aaaa A Manufacturer,
L.V. Switchboard – Main LV Switch aa KA fault current type no. e.g., L39/E/1
General Board Bus1 nn Wire e.g., WESTINGHOUSE LV/S1 panel A
<ss S Time Rating> Type WEHD, 12 SPACE
<Class 3CF>
aa Amp
Incoming Alphanumeric
N/O or N/C
Main Fuses, or another
as applicable
Cut-Outs, Manufacturer, panel location
Safety Switch nn Poles
Switches, and type no. reference,
vv Voltage Rating
Main and Tie e.g.,
<AA fault current for
Breakers JB12b240V
ss Sec>
Thermal aa Amp
Schneider Electric
Magnetic CCT <vv Voltage Rating>
GB2C 2A 1P Pole
Breaker nn Poles L39/Motor
Circuit Breaker Thermal Magnetic
include trip AF Frame size isolator/3
Circuit Breaker, 277 V
symbols as AT Trip setting
ac, 415 V ac
applicable NA Non-automatic
Variable Winch Motor Control GE AF-600 FP
VFD VFD<n>
Frequency Drive 3P MCC-1 460Vac, 3-Phase: 1HP
Page 60 of 107
Critical Documents
Site Function
(Specification
with Symbol)
vvv V
Emergency ff Hz Manufacturer,
Standby/Main
Diesel www KVA type no. G<n>
Generator
Generator p Phase e.g., GE VHP 9394GSI
P/F = n.n e.g., 0.8
vvv V
EX ABB
ff Hz
Motor or Pump M2JA 160M 2 L39/MOTOR
Motor Pump www KVA
Type <HAC Rating EExd T4 4B2
p Phase
B3>
P/F = n.n e.g., 0.8
Number(s) per
Automatic aa Amp
IEEE Std C37.2-
Transfer vv Volt GENERAC GTS 100 ATS <n>
2008 Section 3
Switch p Phases
ATS
Symbols per IEEE Std
Protection xxKV Protection Tags to
C37.2 Multlin 350-2-1
Relays Relay 1 ANSI/ISA-5.1
e.g., 50/51, 50N, 86
Type -thermosetting
Power Cable/
XLPE or rubber.
Connection kk Conduit
Thermoplastic,
(see cable earthing cc circuit number
xx/#GND Cores - single or
and conduit number <cc circuit
multiconductor
schedules for number>
Protection - jacketed,
detail)
sheathed, or armored
All information listed on the ESLD for a piece of equipment shall be confirmed with what is physically present in
the field. If any of the information listed in BOLD is not on the drawing, then that information shall be collected
to be added to the drawing.
Large Electrical Equipment
The Field Verifier shall verify for each electrical equipment item with a rating plate, that the information
matches the ESLD. If the information on the rating plate does not match the ESLD, then make note on the
drawing.
RED INK Additions
GREEN INK Deletions
See Figure 13 below for examples of rating plates for 1) bus bar, 2) generator, 3) motor, and 4) a motor with HAC
Rating.
Page 61 of 107
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Figure 13. Examples of Rating Plates on Electrical Equipment.
Transformers
The Field Verifier shall verify the incoming lines showing voltage and size, from upstream or connection station,
and number of incoming lines, where appropriate.
Without opening live compartments, the Field Verifier shall confirm with PG&E site staff that the following is
correct:
1. The change-over mechanism type for any existing power bus switchover/isolation (e.g., automatic or
manual).
2. The change-over mechanism with regards to any control or automatic change-over across three-
phase supply to standby generators.
3. Any protection relays have their Description of use and Type correctly shown on the ESLD.
4. The description and type can be confirmed with PG&E site staff, and should be the same as what is
listed on the Asset or Manufacturer’s datasheets.
5. The ANSI/IEEE Standard Device Function Numbers are used on the ESLD.
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6. All main power cables and wire types with their associated isolating switches are correctly shown.
7. At the lowest power level of the distribution, board shows the correct load description (e.g.,
UPS/battery room, computer room air conditioning).
8. The grounding configuration and Electrical Group Points are correctly shown on the ESLD.

The Field Verifier shall verify the Connection Diagrams. Note, the Field QC (Step 3) occurs in parallel with the As-
Found Red-Line Process (Step 2) of Connection Diagrams. Refer to Section 4.3.13 for Field QC instructions.
To conduct the As-Found Red-Line Process for a Connection Diagram, in addition to the general Facility Site Visit
Requirements described in Section 4.2, the following items will be required:
• an ‘Ex’ marked voltstick (50V AC)
• an ‘Ex’ marked torch
• As a precaution, only insulated gloves should be used.
The Ex-mark is mandatory for manufacturers of ATEX9-certified electrical equipment. It refers to the European
ATEX directive 2014/34/EU, which is in effect since 20 April 2016. The Ex-mark is shown in Figure 14.
Figure 14. The Ex mark for ATEX-certified electrical equipment for explosive atmospheres.
Since the Connection Diagram is a schematic, it is not drawn to scale. The ESLD shall be reviewed as a reference
to ensure consistency amongst drawings.
EXAMPLE: If the ESLD shows a transformer with a three-phase wye/delta, star (Δ-Υ) winding with a
ground connected secondary, then the Connection Diagram will show which terminals and
which cable type is connected to the asset.
Disagreements between the ESLD and the Connection Diagram shall be corrected per findings from the Field
Verifier, with preference shown to the ESLD that has undergone Field QC, and bearing in mind that the ESLD is
the highest level or reference electrical drawing.
9
ATEX derives its name from the French title of the 94/9/EC directive: Appareils destinés à être utilisés en ATmosphères
EXplosibles.
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The features of all assets shown on the ESLD shall be shown as they are on the Connection Diagrams. However,
not all items shown on the Connection Diagram will be represented on the ESLD (e.g., low voltage and
instrumentation assets, cathodic protection (CP), lighting, and heating, ventilation, and air conditioning (HVAC)
connections may not be shown on the ESLD). The location where the assets are located shall be shown on the
ESLD (i.e., Building/Cabinet/Panel).
The walkdown should be directed to the type of Connection Diagram required for the site, depending on site
size/complexity. Larger sites normally require both internal type Connection Diagrams (sometimes referred to
as Wiring Diagrams), and external type Connection Diagrams (sometimes referred to as Interconnection or Panel
Diagrams).
Examples of Connection Diagrams that may be drawn, by type, are given below:
• Electrical – Those entirely based on the key electrical assets on the ESLD.
o For example, an Over-Voltage Protection Panel.
• Electrical non-ESLD, low power asset groups such as:
o Lighting: may be divided further into Normal/Emergency.
o HVAC
• Control and Instrumentation (C&I); i.e., those entirely based on the key C&I assets.
The electrical walkdown to review Connection Diagrams should start at the site/facility incoming power and
progress down the power/voltage tiers to the respective switchgear and bus bars. As-Found Red-Line Process of
the lowest level voltage tiers to be considered are carried out at the end of the walkdown. By checking the
location of key power equipment, such as transformer bus bars and bus transfer switches, time can be saved
retracing steps to previously visited areas of site.
The first page of the Connection Diagram should contain an index of references to the types of connections for
the site. The Field Verifier shall be aware to make a note of the Drawing Number/Title Block of existing drawings
having a differing title (e.g., a loop diagram) but showing content and information needed to complete the
Connection Diagram.
It is possible that a facility contains assets for which a symbol is not presently available. If this occurs, then it
shall be noted on the drawing in BLUE ink that an asset type at the facility does not have an assigned symbol. In
addition, for clarification purposes, a general and a detailed photograph shall be taken of the item that
corresponds to the unknown symbol.
The Field Verifier shall check for temporary equipment such as clamp-on sensors or uninterruptible power
source (UPS) equipment, which have become permanent assets based on site confirmation.
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Parameters to be entered on the Connection Diagram

The Connection Diagram is a low-level drawing, and as such does require different, generally more detailed
information for that asset to be shown, as compared with a high-level ESLD document.
Assets may be described using a variety of descriptions including symbols.
EXAMPLE: A Pressure Sensor may be described in engineering drawings using one or more of the
following descriptions:
a) Site Function Type specification
Line 1 HP and Includes the symbol.
b) Component Type with specification
Gas Pressure Sensor Max Pressure 25 bar 7 → 35 V DC BSP 1/4 IP65 ATEX.
c) Commercial Product type specification
Brand Gems Sensors Part No. 22ISBGB2500ABUA001.
d) Physical site tag or individual identifier
P-1 (site or 0 Gen – AUX1) Tag number to match Cable/Equipment Schedules.
Table 5 lists the key assets found on an Electrical Type Connection Diagram (ETCD) with typical examples of the
different types of markings on engineering drawings. The BOLD asset types are those required for best practice
on the Connection Diagram. Optional information is enclosed using angled brackets, such as <this is optional
text>.
Table 5. Key assets found on an Electrical Type Connection Diagram, with typical examples.
Site Function
Electrical Type Component Product Physical
(Specification
Connection Diagram (Specification) (Specification*) (Log/Tag)
with Symbol)
Add reference,
Symbol Per ANSI
legend, or note as To match the tag
Y32.2 or ANSI Y32.9 Add reference, legend,
required. on the
Description Plus brief location note, or location as
*Short form Spec Equipment
details as required required
from Equipment Schedule
below
Schedule
Electrical Single Line Diagrams (ESLDs)
vvv KV
Manufacturer,
ff Hz as Object Spec
type no.
Incoming Supply Incomer 1 www MVA or site tag
e.g., PG&E
X/R =8% e.g., BKR-001
480/277, 4-wire
3/4 Wire
Page 65 of 107
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Site Function
(Specification
with Symbol)
KVA Rating
n Phase Primary Manufacturer,
<m phase secondary> type no. alpha-numeric
Transformers – Station Service
xxxV/yyyV <or ratio> e.g., e.g., LLL-nnn or
Power Transformer
Z= zz % WESTINGHOUSE NTR-0208
<Cooling e.g., ONAN or TYPE EP
OISC>
KVA Rating Manufacturer,
IEEE C57.13-2008 #phase type no.
Transformers -
Table 5 xxxV (/or :) yyyV e.g., Socomec TRB CPT<n>
Control/Current
Control Tx, CT <Accuracy class per IEEE 60 5A:5A 2.5 VA
C57.13-2008 table 6> Ref 192 x 0505
vv V Manufacturer,
aaaa A type no.
L.V. Switchboard – Main LV Switch aa KA fault current e.g., e.g., L39/E/1
General Board Bus1 nn Wire WESTINGHOUSE LV/S1 panel A
<ss S Time Rating> type WEHD, 12
<Class 3CF> SPACE
aa Amp
Alphanumeric or
Incoming main fuses, Safety Switch nn Poles}
Manufacturer, other panel
Cut-outs, Switches, and (Symbol to show <vv Voltage Rating>
Type no. location ref
Main and Tie Breakers N/O or N/C) <AA fault current for ss
e.g., JB12b240V
Sec>
aa Amp
Schneider Electric
Thermal Magnetic <vv Voltage Rating>
GB2C 2A 1P Pole
CCT Breaker nn Poles L39/Motor
Circuit Breaker Thermal Magnetic
include trip symbols AF Frame size isolator/3
Circuit Breaker,
as applicable AT Trip setting
277 V ac, 415 V ac
NA Non-automatic
Winch Motor Control
VFD Manufacturer,
Variable Frequency Type no.
< Winch Motor type no. VFD<n>
Drive e.g., GE AF-600 FP
Control> e.g., GE AF-600 FP
460Vac, 3-Phase: 1HP
vvv V
Manufacturer,
ff Hz
Standby/Main Emergency Diesel type no.
www KVA G<n>
Generator Generator e.g., GE VHP
p Phase
9394GSI
P/F = n.n, e.g., 0.8
Page 66 of 107
Critical Documents
Site Function
(Specification
with Symbol)
vvv V
EX ABB M2JA
ff Hz
160M 2
Motor Pump Motor or Pump type www KVA L39/MOTOR 4B2
<HAC Rating EExd
p Phase
T4 B3>
P/F = n.n, e.g., 0.8
Number(s) per IEEE aa Amp
Automatic
Std C37.2-2008 vv Volt GENERAC GTS 100 ATS <n>
Transfer Switch
Section 3 ATS p Phases
Symbols per IEEE
xxKV Tags to
Protection Relays Std C37.2 Multlin 350-2-1
Protection Relay 1 ANSI/ISA-5.1
e.g., 50/51, 50N, 86
Non-Electrical Single Line Diagrams (Non- ESLDs)
cc Cells
nn A/H Capacity
vv V String voltage
<ff V Float Voltage>
<Add if known:
Manufacturer,
Max float Charge
Battery Strings UPS 110v battery type no. UPS110DC001
Est Weight ll Lbs
e.g., VLRA MP250
String voltage
tolerance>
Confirm if system is
Earthed & has earth
fault alarm.
vv V
p Phases 3-4 wire?
Manufacturer,
Batt Charger 24v DC ff Hz
Battery, type no. e.g., Charger
<Switch gear and a A output
Charger Systems e.g., SMS 4DC001
control> v.v V a A Float
24/1K5/15A
<equalize vv.v V aa A>
<Mass>
vv V Manufacturer,
Power Factor
Power Factor p Phases type no. e.g.,
Correction (PFC)
Correction <PFC> ff Hz e.g., Whipendell L39/E/LV/PFC
Equipment
cc KVAR Electrical L39/LV3P
Table 6 lists the key assets found on a Control Type Connection Diagram (CTCD), with typical examples of the
different types of markings on engineering drawings. The BOLD asset types are those required for best practice
on the Connection Diagram. Optional information is enclosed using angled brackets, such as <this is optional
text>.
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Table 6. Key Assets found on a Control Type Connection Diagram, with typical examples.
Site Function
Control Type Component Product Physical
(Specification
with Symbol)
Symbol Per ANSI Add reference,
Y32.2 or ANSI Add reference, legend, or note as To match the
Y32.9 Plus brief legend, note, or required. tag on the
Description
location details location as *Short form Spec Equipment
as required required from Equipment Schedule
below Schedule
Control System Architecture (CSA) Drawings
Manufacturer,
Specs for PSU,
Station RTU type no.
I/O, Comms,
Station RTU Scadapack 32 e.g., Schneider- RTU-1
Ethernet
Address 39 Electric Scadapack
Operation, Certs
32
Manufacturer,
MCS Station
type no.
SCADA Historian CIMWSSVR01
Station Historian Station Historian e.g., Cimpicity
CIMWSSVR01 @
Historian
MCS Station
CIMWSSVR01
Specs for
Manufacturer,
Protocol, Range,
Black Box RS232 type no.
Communications Speed, Operation,
to RS485 e.g., Black Box Mini R232/485-1
Units & Converters Interface,
Converter Driver MP9
Connectors,
ME775A-FSP
Power
Specs for
Construction,
Metering Comms, Manufacturer,
Chromatograph
Chromatograph Electronics, type no. Chromat-1
Controllers
Controller Performance e.g., Emerson 2350A
Measurement std
compliance
Scadapack
Manufacturer,
product
type no.
Analog Input datasheet,
I/O modules e.g., Schneider- RTU-I/O -1
Module AIN 5502 Specifying fit,
Electric ScadaPack
form and
AIN 5502
functions
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Site Function
Control Type Component Product Physical
(Specification
with Symbol)
Daniel Junior Sonic
Ultra-Sonic Meter 3400 <Series Two-
ANSI 600 2-Path, Path Gas Flow Meter
M3 Ultrasonic Bi Directional, Specs for: Meter
Meters M-3
Meter Suitable for Performance,
Measurement of Mechanical Ratings,
Natural Gas 12" Safety
Classifications>
Connections Wire color
Manufacturer,
Best practice is to have Labeling to PG&E <WHT/BLK> Circuit No
type no.
the connection policy or Wire label e.g., C19-3/4"
e.g.,
signifying the same standard e.g., J19-1 Conduit No
MANHATTAN/CDT
identity at each end. e.g., IEC62491 Cable Label e.g.
M4642-500
i.e., its function and to Identify where e.g., K-7
<Multiconductor
have that function more than one Manhattan/CDT- 2-4#16
Shielded Cable, 15
marked at the method is used. P/N M4642 15C - 2-2#16
Core, 22 AWG>
terminating point. #22
Non-Control System Architecture (Non-CSA) Drawings
Loop Diagram ANSI/ISA-S5.4 Manifold outlet 0-1000PSIG EX d
with refs, to Connection and ANSI/ISA-5.1 Pressure 1/4"-18 NPT, Conn, ANSI/ISA-5.1
Diagram No. Symbol Transmitter with 306L SST isol'n e.g., PT-1
e.g., 4800182S2 e.g., PT 0-1000PSIG EX d diaphragm
Bristol Babcock Label
Control Wave e.g., Bristol
Remote Telemetry
RTU Bristol Slot 1 Bristol RTU Slot 1 Product Data Babcock Control
Unit (RTU)
Document Wave Slot1
420DS-11b Analog in
As connections, As connections, As connections, see As connections,
Connection
see above see above above see above
Solenoid Valve
2-Way N/C. 316,
Auxiliary ASCO Model
Shut off Valve St St, 24VDC, SOV-2
Shut-Off Valve 8262G86
150 PSI-max,
DP NEMA 4
<Det-tronics 505>
Combustible Gas
ANSI/ISA-5.1 Gas Sensor Detector Transmitter
Gas Sensor GS-1
e.g., GS Det-tronics 505 Model 505,
Combustible Gas
Sensor Model CGS
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Any metallic significant conduit should be connected to earth. The Field Verifier shall confirm by inspection that
Electrical Ground Points shown on the Connection Diagram are consistent with those at the facility.
For each panel and junction box, the Field Verifier shall take photographs showing:
1. The exterior of the panel/junction box showing the name/label of the panel/junction box. If the box
is unlabeled, then a white board shall be used in the photograph to document the name.
2. The interior of the panel/junction box with the cover removed.
3. If possible, then any wires whose labeling is not consistent with the associated Connection Diagram.
4. Any conduit connected to a panel or junction box that is inconsistent with its associated label in the
Connection Diagram, untagged, or tagged but unlabeled in the Connection Diagram.

The hazardous areas are dimensioned on HAC drawings but detailed locating dimensions of the piping layout
and electrical equipment are not usually provided. However, the Field Verifier shall confirm any dimensions that
provide direct or indirect distances between gas piping and electrical equipment, and/or any dimensions of
electrical cabinets and equipment. The Field Verifier shall also confirm that electrical equipment is drawn
correctly on the HAC Drawing (i.e., properly sized and located relative to piping).
Using the orientation of the HAC drawing (North Arrow indictor) and a convenient reference point, the Field
Verifier shall use measuring tape to measure each distance necessary for the Updater to update the HAC
Drawing, with Plan View dimensions measured in a horizontal plane and Elevation View dimensions measured in
a vertical plane. In general, the distances from Point Sources (gas) to the corners of the electrical equipment
(cabinets) should be measured. Alternate measuring methods can be used, such as orthogonally, provided the
equipment can be accurately positioned relative to the gas point sources. The length and width of each cabinet
shall also be measured and recorded.
The Field Verifier shall indicate on the HAC Drawing if any changes in the physical configuration or layout are
observed, as compared with the drawing. Such changes may affect the classification of the hazardous areas.
For example, a change shall be noted if additional equipment is installed in an existing hazardous area of the
facility, but the equipment is not shown on the existing HAC drawing.
For the purpose of verifying the HAC Drawing, it is not needed to verify that the HAC Drawing classification area
matches what is shown on the Equipment Name Plate of each equipment.
The physical dimensions shown on HAC Drawings should be the same as that contained on other documents
(e.g., the MGPD is also a Plan View drawn to scale) and the equipment information is shown on other
documents as well (e.g. Equipment List). Therefore, the verification may be completed at the same time as the
other documents (e.g., P&IDs, MGPDs, Equipment Lists, Line Lists, ESLDs, Electrical Schematics and Connection
Diagrams), or it may be done after the completion of those verifications, and by a separate person.
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4.3 STEP 3 - Field Quality Control
4.3.1 Background
Field Quality Control (Field QC) is the process of reviewing the red-line changes on a drawing made by the
contractors to confirm their accuracy. All drawings that are being reviewed shall be studied prior to the Facility
Site Visit to ensure familiarity with the documents. The review shall consider items that were not changed, as
well as those that were changed. Therefore, even drawings for which no changes were identified shall be
subjected to Field QC. A Field QC check shall be conducted to ensure all identified critical documents (as
identified in Section 3) have been checked by the contractor. All field-verified documents shall be taken into the
field during the Field QC process, whether or not red-line changes have been recorded.
For each Critical Document type that has undergone As-Found Red-Line Process, 20% of each sheet’s feature
count shall be subjected to Field QC (referred to as 20% Spot Check), except for Operating Diagrams which shall
be subjected to 100% Field QC. This 20% Field QC shall include items that were not changed and those that
were changed. If any errors are found in the 20% selected, then an additional 10% shall be reviewed. Additional
percentages (10%) shall be reviewed until no additional errors are found or the document is 100% reviewed.
Additional review may be performed at the discretion of the Field QC person.
OPERATING DIAGRAMS 100% Field QC
ALL OTHER CRITICAL DOCUMENTS 20% Field QC (i.e., 20% Spot Check)
If errors are found: Additional 10% Field QC
The Field QC shall take place on the contractors’ Red-Line Documents. Once Field QC is completed, the Field QC
Person shall initial and date the bottom right hand corner.
DNV GL shall complete the Field QC of the mechanical documents in the following order: Operating Diagrams,
MGPDs (Plan View drawings and associated Section, Detail, and Elevation Views), P&IDs with MGPDs, and P&IDs
of auxiliary systems. If the Field QC Person finds a discrepancy between the Red-Lined Drawings and what is
present in the field, resolve any red-lined differences with the original reviewer(s), while at the site. If the Field
Verifier is no longer available onsite to help resolve the issue, then the Field QC Person shall take photographs to
document the situation for follow-up review.
The Field QC Review shall be based on the instructions provided in Section 4.2 unless otherwise stated. In some
cases, access considerations may prevent the review of certain portions of the document (such as vault boxes,
electrical or instrumentation panels, or confined spaces). In these cases, photographs from the Facility Site Visit
shall be used to verify the Red-Line Document. If validation is not possible by these photographs, then the
region shall not be used towards the 20% Field QC review.
Field QC Review of electrical drawings may need to be performed in parallel with the As-Found Red-Line Process
if panels/cabinets are only opened once, one at a time. At facilities where panels/cabinets stay open longer,
Field QC Review does not need to be performed in parallel with the As-Found Red-Line Process. In those cases,
documents may be subjected to Field QC Review by comparing photographs to the Red-Line Documents. If Field
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QC is to take place in person with panels open, then the DNV GL personnel must be a QP, or must stay outside of
the arc-flash distance.
As described in Section 4.2, the Field Verifier shall collect sufficient information and take supporting
photographs of any items that need red-line changes. In cases where no drawings exist (for example Equipment
Lists may not exist), the Field QC Reviewer shall check that the Field Verifier has taken supporting photographs
(sufficiently detailed and with overviews) for the Updater to create the drawings and the Equipment List.
Once DNV GL has completed their Field QC, the As-Found/QC-ed documents shall be submitted to the
contractor through the CD SharePoint Site. A meeting shall be held with DNV GL and the contractor to review
any inaccuracies found. After this meeting the As-Found/QC-ed documents will be accepted as the final red-line
document, or the contractor will revise their red-lines to create a “final” red-line document which incorporates
DNV GL’s comments. If the contractor incorporates the DNV GL comments, DNV GL will perform a back check of
resubmitted red-lines and repeat the process until DNV GL accepts the red-lines. If the DNV GL QC-ed
documents will serve as the “final” red-line document, this decision shall be documented on Form 3, Facility
Specific Decision Log.

The Field QC Person shall perform a QC Check on the verified Operating Diagram based on the red-line
requirements in Section 4.2.2. The Field QC Person shall review 100% of information on the Operating Diagram.
For every Operating Diagram, the following aspects shall be reviewed:
1. Equipment:
a. All required equipment is present.
b. All Equipment Numbers are shown.
c. All equipment is indicated with the correct symbol per the OD Symbology Sheet.
d. The Field QC Person shall check all the above for each type of equipment (valves, meters,
pumps, etc.)
2. All required transmitters points (Pressure = PT, Temperature = TT, Flow = FT) are identified on the
OD.
3. All diameter changes are noted.
4. If a fence line is shown on the OD, then check that the locations of any peripheral valves are shown
on the correct side of the fence line.
5. If a facility directly feeds another location, such as a power plant or other customer, then check that
the TO reference is correct.

There are no Field QC activities associated with the O&MI, for the Field QC Person.
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There are no Field QC activities associated with the Operating Procedures, for the Field QC Person.

There are no Field QC activities associated with the Control Philosophy, for the Field QC Person.

There are no Field QC activities associated with the CSA Drawing, for the Field QC Person.

The Field QC Person shall perform a QC Check on the verified P&IDs based on the red-line requirements in
Section 4.2.7.
For any symbology that is not present on PG&E standard symbology sheet, the Field QC Person shall check that
the corresponding symbol has been drawn next to the equipment or sufficient information has been
documented (and photographs taken) regarding the equipment such that the appropriate symbol can
subsequently be determined.
For P&IDs, the following aspects shall be reviewed:
1. Labels on the P&IDs match the Tags in the field.
2. Valves: type, Valve Labels and Valve Tags, size, and placement.
3. Cabinets: all equipment in the cabinet is shown and the cabinet boundaries are indicated on the
P&ID.
4. Instrumentation: type, Instrument Labels and Valve Tags, and placement.
5. Piping: all diameters are noted, and reducers and branch connections are sized and indicated, and
the layout is shown correctly. This includes small diameter pipe.
6. Tubing: all tubing is shown regardless of diameter, and Tubing Labels match the Tubing Tags.
7. Taps: all taps are shown, except plugged taps.
8. Equipment: type (meters, pumps, filters, drums, etc.), Equipment Labels match the Equipment Tags,
placement.
a. For gas calibration equipment, the contents of the tank (nitrogen, helium, etc.) shall be
noted.
b. For meters, the meter type shall be confirmed.
9. Vents: all vents and associated piping and/or tubing connections are shown at the correct location.
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The Field QC Person shall perform a QC Check on the verified MGPDs based on the red-line requirements in
Section 4.2.8.
For MGPDs, the following aspects shall be reviewed:
1. The MGPD is drawn to a suitable scale.
2. Measurements:
a. For newly added equipment or connections, check that measurements are marked and
appear reasonable.
b. Where measurements have not been added, either the Field QC Person can take and add
the measurements, or the Field QC Person can return the MGPD to the Field Verifier to add
the measurements.
3. Piping, Elbows, Tees, and Equipment:
a. Locations of aboveground and buried piping are indicated correctly, to the extent possible.
b. The angles of pipe elbows and tees (90 degrees, 45 degrees, other angles) are shown.
c. Equipment symbols are based on the point of view of the drawing.
4. Taps:
a. Tap locations (location along the pipe, and o’clock orientation) are identified on the
different view drawings (Plan View, Section Views, Detail Views, and Elevation Views, as
applicable).
b. Equipment associated with the tap is shown.
c. Valves associated with the tap are shown.
5. Valves and Valve Cabinets:
a. Valve size is shown adjacent to the valve
b. Valve cabinets are shown and labeled on the Plan View drawing.
6. Vault Boxes (including pull boxes)
a. Vault box shape and dimensions are correctly shown.
b. Pull boxes are placed the appropriate location on the MGPD.
7. Bollards
a. Number and layout of bollards are shown.
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There are no Field QC activities associated with the Equipment List, for the Field QC Person.
4.3.10 Line List

There are no Field QC activities associated with the Line List, for the Field QC Person.

The Field QC Person shall perform a QC Check on the verified Electrical Schematics based on the red-line
requirements in Section 4.2.11.
For Electrical Schematics, the following aspects shall be reviewed:
1. Equipment:
a. All Equipment listed in tables is also shown in the drawing.
b. The Electrical Schematic is consistent with the Equipment List.
c. Check that the following information recorded matches what is present in the field:
i. Equipment Number
ii. Equipment Type
iii. That the equipment is electrically connected.
2. Wiring:
a. Where the entire wire/cable is visible, visually confirm that the equipment is electrically
connected at the Start Point and End Point. Note, no electrical testing of the connection is
required. If portions of wire are not visible, it may not be possible to visually trace them
from Start Point to End Point. Care should be taken to avoid touching or pulling wires.
3. Check that the Reviewer’s comments on Form 4 were addressed by the Field Verifier.
4. Check that any discrepancies between Electrical Schematics, ESLDs, and Connection Diagrams were
corrected on all three drawings, per the findings from the field.

The Field QC Person shall perform a QC Check on the verified ESLD based on the red-line requirements in
Section 4.2.12. As stated in Section 4.3.1, the Field QC (Step 3) may need to occur in parallel with the As-Found
Red-Line Process (Step 2) for panels/cabinets that are opened only once, one at a time.
For the ESLD, the following aspects shall be reviewed:
1. Electrical Equipment:
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a. Check that power incoming supply and transformers are shown along with relevant
information.
i. For incoming supplies: voltage (V), frequency (Hz), Power Rating (kVA or KW),
reactance to resistance (X/R ratio), and wire size
ii. For transformers: Power Rating (kVA or KW), number of phases (n), voltage ratio
(V/V ratio), and impedance (z)
b. For major equipment (that should have an Equipment Tag), the following information
recorded on the ESLD matches what is present in the field:
i. Physical Location
ii. Equipment Number, Description, Manufacturer, Model Number, Type
iii. Grounding
iv. Connection Detail, Junction Boxes, Cable Tags
c. Protection relays have their Description of use and Type correctly shown.
d. Main power cables and wire types with their associated isolating switches are correctly
shown.
e. The lowest power level of the distribution board shows the correct load description (e.g.,
UPS/battery room, computer room air conditioning).
f. Check that sufficient information is collected in the field, so that the Updater can select the
appropriate Symbols to draw/update the ESLD.
2. Connections
a. Connections on the ESLD match what is present in the field.
b. Connections on the ESLD match those on the Connection Diagram.
i. Red-lines of both documents need to be reconciled per findings of the Field Verifier.

The Field QC Person shall perform a QC Check on the verified Connection Diagrams based on the red-line
requirements in Section 4.2.13. As stated in Section 4.3.1, the Field QC (Step 3) may need to occur in parallel
with the As-Found Red-Line Process (Step 2) for panels/cabinets that are only opened once, one at a time.
For Connection Diagrams, the following aspects shall be reviewed:
1. Connections
a. The index of references of types of connections is included as the first page of the
Connection Diagram.
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b. Connections on the Connection Diagram match what is present in the field.

i. That all Connection Diagrams were verified, including internal type (sometimes
referred to as Wiring Diagrams) and external type (sometimes referred to as
Interconnection of Panel Diagrams).
c. Connections on the Connection Diagram match those on the ESLD.
i. Red-lines of both documents were reconciled per findings of the Field Verifier.
d. Features of assets shown on Connection Diagram shall be the same as those on the ESLD.
i. Note, not all items on the ESLD are represented on the Connection Diagram.
2. Equipment and Conduits
a. If temporary equipment has become permanent (by site confirmation), then check that it is
included on the Connection Diagram, and omitted otherwise.
b. Conduit Tags, if present in the field, are shown as Conduit Labels on the Connection
Diagram.
c. Electrical Ground Points are shown.

The Field QC Person shall perform a QC Check on the verified HAC Drawings based on the red-line requirements
in Section 4.2.6.
For HAC Drawings, the following aspects shall be reviewed:
1. The distances between gas piping/equipment and electrical equipment are drawn correctly.
a. Distances are measured with respect to a convenient reference point.
2. The dimensions of electrical cabinets and equipment are consistent with the HAC Drawing.
3. Information on the HAC Drawings is consistent with other verified documents, including the P&IDs,
MGPDs, Equipment Lists, Line Lists, ESLDs, Electrical Schematics, and Connection Diagrams.
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4.4 STEP 4 - As-Found Updates
4.4.1 Background
Following the As-Found Red-Line Process and Field QC, updates to documents shall be made by the Updater
(DNV GL contractor), in accordance with the Gas Operations CAD Standards Manual [Ref. 39]. The Updater shall
update the files by systematically processing each change that the Field Verifier has indicated on the drawings,
sketches, notes, or other documents. If any discrepancies or inconsistencies are found by the Updater during
drafting, the Updater will coordinate with DNV GL personnel to resolve the issue.
On the updated drawings, the Updater may indicate all red-line changes (additions, deletions, or modifications)
with RED line coloring. Once the PG&E review meeting has been held (STEP 6), the color can be changed to
BLACK to match the rest of the document.
RED COLOR Red-Lines picked up by the Updater
BLACK COLOR Red-Lines after Drawing QC is completed
The title block of each drawing shall be updated on each drawing, and include the following:
1. ProjectWise smart boarder.
2. Drawing Number and revision.
3. Sheet Number (sequential per drawing).
a. When adding new sheets to an existing single or multi-sheet drawing, continue the Sheet
Number sequentially from the last existing sheet
b. If removing an entire sheet, then the individual sheet shall be obsoleted.
c. If it becomes necessary to insert new sheets between existing sheets, then adhere to the
Sheet Numbering requirements in the Gas Operations CAD Standards Manual [Ref. 39].
4. Location for Professional Engineer (PE) stamp.
5. Block for relevant signatures.
6. Block for revision history.
a. Revision date, description, applicable job number
b. Brief revision comment (e.g., as built, issued for use, as found, issued for use – as found)
7. Identification of any superseded drawings (i.e. SUPSDS) or drawings that supersede its final revision
(i.e., SUPSD BY).
8. Block for document name, station name, and any other associated information: e.g., subsystem
name.
9. Coordinate system around the border of the drawing (used in drawing interconnection references.)
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a. Coordinates are typically shown with an A-E designation on the vertical axis (A at the
bottom) and 1-10 designation across the horizontal axis (1 at the left).

There are no As-Found Update activities associated with the Operating Diagram, for the Updater. DNV GL shall
submit the red-lines by email to Jeff Chu at JZCI@pge.com Mr. Chu will work with PG&E’s Mapping Department,
which is responsible for making all revisions to the Operating Diagram.
With the email submittal, the sender shall include the name(s) of the PG&E personnel who were present at the
time of As-Found Red-Line Process.

The Updater shall update the O&MI, in close cooperation with the FE or PLE. Note that the O&MI was read but
not reviewed during the Preliminary Review (STEP 1), and the O&MI is not part of the As-Found Red-Line Process
(STEP 2) and Field QC (STEP 3). Therefore, changes to the O&MI require a review of the As-Found Updated
Drawings and a detailed review with the FE or PLE.
The drawing updates marked in the As-Found Red-Line Process performed for other documents (e.g., P&IDs,
MGPDs, Equipment List, Line List, ESLDs, and Connection Diagrams) are important to highlight, and consider for
potential impact to the O&MI update. Changes in O&MI need to be coordinated with changes in the associated
Operating Procedures and Control Philosophy.
Changes to other documents shall be reviewed with the FE or PLE prior to making changes to O&MI, as
applicable. The creation/revision of O&MI, and general areas to address shall include:
1. Review the red-lined Operating Diagram for major changes, such as additions, deletions, or
modifications of equipment
2. Data acquisition changes
3. Possible changes of station purpose
4. Communications changes – remote and local
5. Normal operating modes
The O&MI shall be updated based on the information above per the O&MI Guidance [Ref. 13].
The following highlights some of the areas which will require updating for each facility.
O&MI Section 3.1 Normal Operating Modes
Under the normal operating modes description for facility operation, the gas flow paths need to be described
using several tools.
The following tasks shall be completed to provide this information:
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• Discuss the station operation with the FE or PLE. Verify that the current modes of operation are still
valid.
• Identify any recently added modes of operation.
• Identify the normal operation modes and flow paths entering, existing, and within the station.
• Describe each normal operating mode narratively with a reference to a Valve Position Table. See
examples in Figure 15.
• The Valve Configuration Table shall include the Main Valves of the station that direct and control
flow entering, exiting, and within the station.
• For normal operating modes, indicate the valve position as either Open (O), Closed (C), or Throttling
(T). Different colors may be used for position indication also, using RED for Open, GREEN for Closed
and RED for Throttling.
RED Open
GREEN Closed
RED Throttling
• For manned stations, check the Operating Procedures for recent updates that will cover any recent
changes to operating modes.
• The most recent Operating Diagram shall be used for determination of operating modes.
• Describe the normal operating modes using a process flow diagram-like format (i.e., pentagon
labeled gas lines along with major valves in the flow path). Note that Operating Diagrams have a
standard configuration assumed, and will indicate valves as normally opened or normally closed.
The Operating Diagram valve positions may contradict the position needed for some of the
operating modes. As an option, a column may be added to the Flow Description Table to highlight
differences in valve position for that configuration and the Operating Diagram position.
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Figure 15. Example of Valve Configuration Table in an O&MI.
Figure 16. Example of a Flow Description Table (typically located in Appendix B of a Facility O&MI).
The table in Figure 16 is used in conjunction with the Modified Operating Diagram in Figure 17. The Column
‘Flow path per Figure 1’ uses the flowlines demarked in pentagons to indicate flow path. That is, ‘1&2 to 3&4’
indicates lines 1 & 2 will connect to lines 3 & 4.
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Figure 17. Example of Flow Path Indicators on an Operating Diagram in an O&MI. Pentagons enclosing
numbers indicate flowlines that are referenced in the flow description table (refer to Figure 16).
For showing the flow path, the following should be considered:

• For assigning Flowline Numbers, start with 1 assigned to the Main Line entering the station, and
increment the Line Numbers by 1.
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• In the Caption, highlight the Drawing Number and Revision Number on the Operating Diagram.
• Crop the Title Block to remove Drawing Number from the Operating Diagram.
The normal operation modes and Emergency Shutdown Device (ESD) conditions shall be vetted by the FE or PLE
or District Operations. For traceability and validation, the Updater shall provide email evidence such as email
correspondence and conformation that this has occurred. To document such communications, use Form 5B.
O&MI Section 3.4 Local/Manual Mode
The Field QC Person shall confirm that the Control Philosophy and Operating Procedures are referenced and that
any recent changes are incorporated.
O&MI Section 3.5 Remote Operations
The Field QC Person shall check that any changes to communications and controls are incorporated in the O&MI.
The Field QC Person shall confirm that data acquisition points and control features (e.g., open/close) are
included in the O&MI.
O&MI Section 7.0 References
The Field QC Person shall check that the new Drawing Numbers generated from the conversion of any
Elementary Mechanical Drawings and Elementary Electrical Drawings to P&IDs are included in the O&MI.
For the remaining O&MI sections, reference the guideline document for update requirements. Check that there
are no references to documents located in Walnut Creek.

The Updater shall update the Operating Procedures, in close cooperation with the assigned FE or PLE. Note that
the Operating Procedures were reviewed during the Preliminary Review (STEP 1), but are not part of the
As-Found Red-Line Process (STEP 2) and Field QC (STEP 3). Therefore, changes to the Operating Procedures
require a review of the As-Found Updated Drawings and a detailed review with the FE or PLE.
MGPDs, Equipment Lists, Line Lists, ESLDs, and Connection Diagrams) are important to highlight, and consider
for potential impact to the Operating Procedures update. Changes in Operating Procedures need to be
coordinated with changes in the associated O&MIs, Control Philosophy, HAC Drawings, and CSA Drawings.
The creation/revision of Operating Procedures, and general areas to address shall include:
1. Review the red-lined Operating Diagrams for major changes, such as additions, deletions, or
modifications of equipment
2. Data acquisition changes
3. Possible changes of station purpose
4. Communications changes – remote and local
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5. CSA Drawing changes

6. Normal operating modes
Discrepancies can occur in different places.
EXAMPLE: Valve Tags or Equipment Tags not consistent with Valve Labels and Equipment Labels in the
Operating Procedure
EXAMPLE: Drawing Numbers not mentioned in the Operating Procedure
EXAMPLE: Control Set Points missing from the procedure.
All unknown and/or inconsistent information shall be marked with YELLOW highlight, as the Operating
Procedure is developed. If information required by the Operating Procedure Guideline Document [Ref. 14] is
unavailable or missing, then that missing data shall be marked with YELLOW highlight. All YELLOW highlighted
data shall be resolved before the procedure is finalized.
YELLOW HIGHLIGHT Unknown, Inconsistent, Unavailable, or Missing Information
During the update, any information regarding Start-up and Shutdown sequencing in the Operating Procedure
that is addressed in the Control Philosophy, shall be removed from the Operating Procedure.
Any Operating Procedures identified as missing or incomplete, and Operating Procedures for any additional
(new) operations that were identified in the As-Found Red-Line Process, shall be developed during the As-Found
Updates Process.

The Updater shall update the Control Philosophy, in close cooperation with the assigned FE or PLE, and the
Instrumentation, Controls, and Electrical (ICE) Engineer. Note that the Control Philosophy was read but not
reviewed during the Preliminary Review (STEP 1), and the Control Philosophy is not part of the As-Found Red-
Line Process (STEP 2) and Field QC (STEP 3). Therefore, changes to the Control Philosophy require a review of
the As-Found Updated Drawings and a detailed review with the ICE Engineer and the FE or PLE.
MGPDs, Equipment List, ESLD, and Connection Diagrams) are important to highlight, and consider for potential
impact to the Control Philosophy update. Changes in Control Philosophy need to be coordinated with changes
in the associated O&MI, Operating Procedures, and CSA Drawing.
Changes to other documents shall be reviewed with the FE or PLE prior to making changes to the Control
Philosophy.
The creation/revision of the Control Philosophy, and general areas to address shall include:
1. The PLC logic or other program shall be downloaded and used to update or create the Control
Philosophy.
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a. The Updater shall request DNV GL to contact PG&E to determine the location where the PLC
logic/program is stored.
2. The format of the Control Philosophy shall be updated, if needed, to reflect the format shown in the
Control Philosophy Guidance [Ref. 15].
3. The red-lined or updated Connection Diagrams and P&IDs shall be referenced to ensure that the
Control Philosophy reflects the as-found condition of the equipment in the field.
4. The block diagram of the CSA Drawing for each type of control system shall be described in the
Control Philosophy.
a. A detailed description of each functional block, and the relationship between the blocks
shall be included in the station’s Control Philosophy (refer to Section 4.4.6).
As needed, the ICE Engineer, the FE or PLE and GPOM representative shall be consulted to confirm how various
units or components function.

The Updater shall update the CSA Drawing in close cooperation with the FE or PLE. Note that the CSA Drawings
were read but not reviewed during the Preliminary Review (STEP 1), and the CSA Drawings are not part of the
As-Found Red-Line Process (STEP 2) and Field QC (STEP 3). Therefore, changes to the CSA Drawings require a
review of the As-Found Updated Drawings and a detailed review with the FE or PLE.
The drawing updates marked in the As-Found Red-Line Process performed for other documents (e.g., Control
Philosophy, ESLD, Electrical Schematics, and Connection Diagrams) shall be included. In addition, changes in the
CSA Drawing need to be coordinated with any changes in the associated O&MI, and Operating Procedures.
Any changes to other documents shall be reviewed with the FE or PLE prior to making changes to the CSA
Drawing. The CSA Drawing shall be updated in accordance with the Control System Architecture Guidance
Document [Ref. 16].
The creation/revision of the CSA Drawings shall include:
2. A comparison of Control Philosophy, ESLD, Electrical Schematics, and Connection Diagrams to
ensure that all CSA references shown on those documents are accounted for in the CSA Drawing.
No references shall be made in the CSA Drawing to controls that are not shown on the referenced
documents.
a. Note: The CSA Drawings do not include Manufacturer Name, Model Type, and Model
Number.
3. A block diagram of the CSA for each type of control system shall be included, indicating how the
major functional components are connected.
a. The header of the block diagram shall include the function of the control system.
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b. Functional components in the block diagram shall include: Station RTU, I/O modules, local
control panels, Multipoint Distribution Services (MDS)10 radios, converters, fiber
optic/ethernet switches, Operator Interface Terminals (OITs), and equipment controllers
(e.g., chromatograph).
c. A detailed description of each functional block, and the relationship between the blocks is
included in the station’s Control Philosophy (refer to Section 4.4.5).
4. Redundancies to mitigate logic component failure are shown, such as duplicate PLCs.
5. Redundancies to mitigate power supply failure are shown, such as UPS, back-up batteries and
standby generators.
6. Interface connections between system components are shown:
a. I/O devices, such as Genius I/O blocks.
b. Controlling devices
i. The logic solvers type is shown, such as PLC or digital control system (DCS)
c. Operator interfaces
7. Connections to peripheral devices are shown, such as modems and printers.
a. Ethernet ports are shown.
8. Connections to outside networks are shown, such as SCADA, automatic meter reading (AMR).
a. References to SCADA include RTU Address.
9. Connections to Human Machine Interfaces (HMIs) are shown.
10. References to other drawings are numbered and named.
11. A legend section is included in the CSA drawing, showing how the drawn symbols and lines for
different component types are used.

The Updater shall update the verified and quality controlled P&IDs. Before the red-lines are added to the
diagrams, it should be determined whether the P&ID will need rearrangement and/or split into multiple sheets.
For the purposes of accommodating additional information identified in the field or reducing the amount of
content on a single drawing to avoid confusion, systems can be broken into multiple sheets. The P&ID
Procedure [Ref. 17] provides detailed instructions for arranging and splitting P&IDs. The Updater shall contact
DNV GL before splitting P&ID sheets.
10
MDS refers to devices and software for long distance communication using licensed radio bands. MDSTM Series devices
are marketed by GE Grid Solutions.
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The creation/revision of P&IDs shall include:

1. When updating the P&ID, the Updater shall make changes to reflect the red-lines.
2. The Updater shall follow the P&ID Guidance Document [Ref 17].
3. If while updating the drawing, there are any questions regarding Symbology usage, then the
Updater shall contact DNV GL. Symbols on the P&IDs shall be consistent with PG&E’s Symbology
Sheet [Ref. 28]. If any of the symbols are not listed within the Symbology Sheet, or appear different
than expected during the As-Found Red-Line Process, then refer to Job Aid 6, Resolving Symbology
Discrepancies [Ref. 6].
4. The Updater shall confirm all interconnection references are correct and update the drawings to
show all terminating valves as closed.
5. Unless there is a prevailing line naming convention for the facility, the Updater will determine the
line numbers. Job Aid 4, Line Numbering [Ref. 4] provides instructions on labeling the lines. The
Updater shall ensure that all requirements have been met, except for cases where there is prevailing
line naming convention. Existing Line Tags or Equipment Tags shall be used even if they do not
conform to the current conventions.
6. Check that the P&IDs and the MGPDs (including Sections Views and Detail Views) are consistent
with each other.
7. Check that the P&IDs are consistent with the Equipment List and Line List.

The Updater shall update the verified and quality controlled MGPDs.
• MGPDs are to be drawn/updated using standard drafting double-line techniques. When updating
the MGPDs, the Updater shall make changes to reflect the red-lines. The Updater shall follow the
MGPD Guidance Document [Ref. 18].
• If there are any questions regarding Symbology usage while updating the drawing, then the Updater
shall contact DNV GL.
The creation/revision of MGPDs shall include:
1. Lines 2-inch diameter or less should be drawn using SINGLE line format when the double-line format
is not practical due to the drawing view scale.
2. Line Numbers established on corresponding P&IDs shall be added/modified (as needed) to all
MGPDs (i.e., Plan, Section, Elevation, and Detail Views). The P&ID is the source document for line
numbers shown on MGPDs. Once drawing updates are complete for P&IDs, any changes (additions,
deletions, or modifications) made to Line Numbers on P&IDs shall be reflected on the MGPDs. This
ensures the MGPDs are consistent with the P&ID.
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3. Tap – All tap locations shall be identified on the Plan View drawing with a circle designation. On the
Elevation View and/or Detail View, if the tap is associated with instrumentation only, then only the
tap is shown. If there is a small diameter valve associated with the tap, then the valve shall be
shown (and labeled).
4. Valve – For all valves, place the appropriate Valve Name immediately adjacent to the valve or use an
arrow leader. Also, add the valve size adjacent to the valve.
5. Equipment – Equipment (e.g. main line filters, regulators, meters) shall be shown on the MGPDs.
6. Equipment Numbers shall be placed immediately adjacent to the equipment (along the center-line)
or within the equipment symbol as space allows.
7. Bollards – Number and locations of bollards shall be shown on the MGPDs.
8. Bill of Materials (BOM)
a. When revising existing MGPDs that are numbered drawings, BOM item call-outs shall be
preserved. However, it is outside the CD scope to confirm the accuracy of the BOM
Reference Drawing(s) or to identify those references if they are not shown.
b. BOM item call-outs to components that are marked for deletion (GREEN INK) shall be
deleted.
c. When transferring or converting main gas piping content from non-numbered drawings,
such as sketches and estimating drawings, do not include BOM item call-outs.
9. When Section, Elevation, or Detail Views are added, deleted, or modified, ensure that the
corresponding IDs in the referenced drawing are also added, deleted, or modified.
10. Ensure that match lines use the appropriate dashed-line style and reference the matching extension
drawing.
11. Check that the P&IDs and the MGPDs (including Section, Elevation, and Detail Views) are consistent
with each other.
12. Check that the MGPDs are consistent with the Equipment List and Line List.
When MGPDs are created from an ECTS Job Record (in their entirety or only a portion), the following shall also
be considered in the revision of the MGPD:
• All views are expected to be drawn to scale. Not to scale views should only be created when
unavoidable. Existing views (e.g., from previous revisions) that are not to scale can remain not to scale.
(Unverified buried piping drawn to scale without dimensions still requires unverified notation.)
• Reference all source documents. Identify D2 Numbered Drawings in the Reference Drawings list, and
identify ECTS Job Record documents in a common Note using the ECTS file name (w/o ext) and its
associated job number, unless the job number is embedded in the ECTS file name.
• Only include BOM item call-outs from the previous revision of the Numbered Drawing.
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• Revision Title is “As Found – Redrawn from GM #XXXXXXX” in which the GM # is the job number
associated with the estimating package.
• The notation shown below shall be included on the As-Found revision, as applicable:
NOTES
1. AS-FOUND (JOB XXXXXXX) IS BASED ON PREVIOUS REVISION, REFERENCED DRAWINGS AND
THE FOLLOWING JOB RECORDS:
MAOPXXXXXXXX (JOB XXXXXXX)
30603910S26_DRWG-DETAIL_R2_1606-01
30603910S27_DRWG-DETAIL_R2_1606-01
30603910S39_DRWG-BOM_R2_1606-01
30603910_Photos_1606-01
2. AS-FOUND (JOB XXXXXXX) EXCLUDES BILL OF MATERIAL REVISION. REFERENCED JOB
RECORDS MAY PROVIDE MATERIAL OF RECORD.
3. BURIED PIPING NOTED AS UNVERIFIED IS BASED ON BEST AVAILABLE DOCUMENTATION
AND MAY INCLUDE PRELIMINARY DESIGNS AND LINE LOCATING SURVEY.
NOTES [examples]
1. DEPTH OF BURIED PIPING IS UNVERIFIED.
2. LATERAL LOCATION OF BURIED PIPING IS UNVERIFIED.
3. LOCATION OF BURIED PIPING IS UNVERIFIED.
4. AXIAL LOCATION OF FITTINGS IS UNVERIFIED.
5. SIZE OF BURIED PIPING IS UNVERIFIED.
6. FITTINGS AND SIZE OF HORIZONTAL BURIED PIPING ARE UNVERIFIED.

The Updater shall update or create an Equipment List. Equipment List creation/updating is performed alongside
or after the completion of:
• P&ID and MGPD updates for mechanical and instrumentation equipment.
• ESLDs and Connection Diagrams for electrical equipment.
• Connection Diagrams for control type equipment.
Creation of a new Equipment List or revision of an existing Equipment List shall follow the Equipment List
Guidance Document [Ref. 19]. Equipment naming convention shall follow the standard format (or prevailing
format as agreed upon).
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The creation/revision of the Equipment List shall include:

1. Create or update the Cover Sheet for each Equipment List, in accordance with the current
Equipment List Template.
2. A comparison of reference drawings (P&IDs, MGPD, ESLDs, Connection Diagrams) and the
Equipment List to ensure that all Equipment Numbers shown on drawings are accounted for on the
Equipment List. No additional equipment shall be on the Equipment List if it is not shown on the
referenced drawings.
3. The Equipment List shall contain the following information:
a. Equipment ID Information; including Equipment Tag, SAP Equipment Number / Technical
Identification Number, Equipment Type.
b. Equipment Information; including Manufacturer Name, Model Number.
c. Drawing Reference Numbers; including P&IDs, Connection Diagrams, ESLDs, Job Orders,
Foreign Prints.
d. Electrical Data; including HAC Rating, Voltage Rating, and Current Rating.
i. Power Rating (for transformers).
• Note: The Equipment List does not have a column for Power Rating. The
Power Rating should be inserted in the Comments field.
4. Any missing information from the Equipment List fields shall be reviewed and the Updater shall
endeavor to fill in missing information.
a. For fields that are not applicable to the equipment, insert N/A in the field.
b. For fields that have no available or unknown information, leave blank.
4.4.10 Line List

The Updater shall update the Line List. Note that the Line Lists have undergone Preliminary Review (STEP 1), but
are not part of the As-Found Red-Line Process (STEP 2) and Field QC (STEP 3).
The P&ID is the source document for the Line List and the line numbers shown on MGPDs. Therefore, creation
or updating of the Line List should be performed alongside or after the completion of the P&ID and MGPD
updates. Once drawing updates are complete for P&IDs, any changes (additions, deletions, or modifications)
made to Line Numbers on P&IDs shall be reflected on the Line List. This ensures the Line List is consistent with
the P&ID.
Creation of a new Line List or revision to an existing Line List shall follow Job Aid 4, Line Numbering [Ref. 4] and
the Line List Guidance Document [Ref. 20]. If the Line Number on the P&IDs do not match the format described
in Job Aid 4 (or prevailing format as agreed upon), then the P&IDs should be revised prior to creating or
updating the Line List.
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The creation/revision of Line Lists shall include:

1. Create or update the Cover Sheet for each Line List, in accordance with the current Line List
Template.
2. A comparison of P&IDs and the Line List to ensure that all Line Numbers shown on P&IDs are
accounted for on the Line List. No additional lines shall be on the Line List if they are not shown on
the referenced P&IDs.
3. The Line List shall contain the following information:
a. Piping/Tubing and/or Instrumentation Line Number
b. Nominal Diameter
c. Segment Start Point
d. Segment End Point
e. P&ID Number
f. Installation Drawing Number (i.e., MGPD Plan View)
g. Comments

The Updater shall update the verified and quality controlled Electrical Schematics.
The creation/revision of Electrical Schematics shall include:
1. Make all updates to reflect red-line changes.
2. Update the drawing to reflect the Electrical Schematics Guidance Document [Ref. 23], with the
following exceptions:
a. Prevailing naming conventions and existing Cable Tags and Equipment Tags shall be used
even if they do not conform to the Electrical Schematics Guidance Document [Ref. 23].
3. Conversion of Elementary Electric drawings (as applicable) into Electrical Schematics.
4. Check that all references to drawings are updated.
5. Check that the ESLD, Electrical Schematics, and the Connection Diagrams are consistent with each
other.

The Updater shall update the verified and quality controlled ESLD. Before the As-Found Red-Line Documents are
added to the diagrams, it shall be determined whether the ESLD will need to be split into multiple sheets for the
purposes of accommodating additional information identified in the field or reducing the amount of content on
a single drawing to avoid confusion.
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The Updater shall contact DNV GL before splitting ESLD sheets.

The creation/revision of the ESLD shall include:
2. Update the drawing to reflect the ESLD Guidance [Ref. 21], with the following exceptions:
a. Prevailing naming conventions and existing Cable Tags and Equipment Tags shall be used
even if they do not conform to the ESLD Guidance Document [Ref. 21].
3. Check that all connections for standby supplies, UPS, and generator types are shown as normally
open.
4. Add Equipment Labels for any equipment that was identified as untagged in the field (per the
naming convention in the ESLD Guidance Document [Ref. 21], unless a different naming convention
is used at that facility).
5. Check that all references to drawings are updated, including those to Electrical Grounding Diagrams.
other.
7. Check that the ESLDs are consistent with the Equipment List and Line List.

The Updater shall update the verified and quality controlled Connection Diagrams.
The creation/revision of Connection Diagrams shall include:
2. Update the drawings to reflect the Connection Diagram Guidance [Ref. 21] with the following
exceptions
a. Prevailing naming conventions and existing Wire Tags, Cable Tags, Conduit Tags, and Circuit
Tags shall be used even if they do not conform to the Connection Diagram Guidance
Document [Ref. 22].
Note: As part of the As-Founding Process, inconsistent Equipment Tags should be
documented so that these are tracked and the physical tags on the equipment may be
corrected later. It is outside the scope of the CD project to correct other tags.
3. Check that all standby supplies, UPS, and generator types, are shown as normally open.
4. Add Equipment Labels for any equipment that was identified as untagged in the field (per the
naming convention in the Connection Diagram Guidance Document [Ref. 22] unless a different
naming convention is used at that facility).
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5. Check that the ESLDs, Electrical Schematics, and the Connection Diagrams are consistent with each
other.
6. Check that the Connection Diagrams are consistent with the Equipment List and Line List.

The Updater shall update the HAC Drawings in accordance with the HAC Guidance [Ref. 24].
The drawing updates found in the As-Found Red-Line Process performed for other documents (e.g., P&IDs,
MGPDs, Equipment List, ESLD, Electrical Schematics, and Connection Diagrams) shall be included in the HAC
Drawings. No references shall be made in the HAC Drawings to equipment or lines that are not shown on the
referenced documents.
The creation/revision of the HAC Drawings shall include:
1. Update to distances between gas piping/equipment and electrical equipment.
2. Update to dimensions of electrical cabinets and equipment.
3. Update/Create each HAC on the drawing per HAC Guidance [Ref. 24].
4. Check consistency with other verified interdependent documents: MGPDs, ESLD, Electrical
Schematics, and Connection Diagrams.
a. All HAC Drawing references on other documents shall be accounted for.
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4.5 STEP 5 - Drawing Quality Control
4.5.1 Background
Drawing Quality Control (QC) is the process of checking that the red-line changes from the As-Found Red-Line
Process are accurately represented on the newly revised (interim revision) drawings made by the contractors.
Once an updated document has been submitted to DNV GL, it shall be subjected to the Drawing QC Process for
accuracy. The Drawing QC Person shall complete the QC Checklist specific for the Document Type (Forms 5A
through 5M), to document the Drawing QC Check.
For each Critical Document type that has undergone As-Found Updates, 20% of each sheet’s feature count shall
be subjected to Drawing QC (referred to as 20% Spot Check), except for O&MIs which shall be subjected to 100%
Drawing QC, and Operating Diagrams which are not included in the Drawing QC process. If any errors are found
in the 20% selected, then an additional 10% shall be reviewed. Additional percentages (10%) shall be reviewed
until no additional errors are found. At the discretion of the Drawing QC person, additional review may be
required.
RED-LINE COMMENTS 100% Drawing QC
Examples: check that drawing, equipment, and line references are present, that all red-line written comments
have been addressed, and that formatting is per the document guidance.
O&MIs 100% Drawing QC
OPERATING DIAGRAMS Not Included in Drawing QC
ALL OTHER CRITICAL DOCUMENTS 20% Drawing QC (20% Spot Check)
If errors found: Additional 10% Drawing QC
The Drawing QC shall take place on the newly revised (interim revision) drawings made by the contractors. The
review shall be based on the instruction provided in Section 4.4 unless otherwise stated. Examples: check that
Drawing, Equipment, and Line Numbers are correct, and that Segment Start Point and End Point are labeled
correctly.
For each Drawing QC Checklist item, the Drawing QC Person shall select “Yes”, “No”, or “N/A” as appropriate. A
comment shall be included for all items that require changes. The comment shall be specific regarding the
change that is needed. Where necessary, the Drawing QC Person shall mark up the actual drawing (to show the
change needed) and submit a scanned copy of the drawing along with the Drawing QC Checklist.
Once DNV GL has completed their Drawing QC effort, the Drawing QC documents shall be submitted to the
contractor through the CD SharePoint Site. A meeting shall be held with DNV GL and the contractor to review
any inaccuracies found, as necessary. After this meeting, the contractor will revise their newly revised (interim
revision) drawings to create a final document which incorporates DNV GL’s comments.
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This section describes the methodology to be followed for Drawing QC for different document types. If
additional revisions are required (based on the DNV GL’s Drawing QC Person’s comments), then those shall be
handled as follows:
• Review the requested changes to determine if there are any questions; if there are questions, call
DNV GL or schedule a meeting.
• Perform the requested change and identify the specific change made (if any clarity is needed in the
accompanying QC Checklist).
• Contact DNV GL if there are any requested changes that cannot be resolved.
On subsequent Drawing QC Checks, only outstanding items shall be reviewed unless something has happened to
warrant a full review.

There are no Drawing QC activities associated with the Operating Diagram, for the Drawing QC Person. PG&E’s
Mapping Department makes all revisions to the Operating Diagram.

The Drawing QC Person shall perform a QC Check on the updated O&MI. The QC Check shall consist of a review
of newly revised (interim revision) O&MI per Section 4.4.3, to ensure that all necessary information has been
included.
The Drawing QC Check for the O&MIs should not be attempted until the reference drawings (P&IDs, MGPD,
ESLDs, Connection Diagrams) for the facility have been subjected to their Drawing QC Check, and any
discrepancies have been resolved. Unlike other drawings for which 20% of the features are reviewed, the
Drawing QC Check of O&MIs requires a review of 100% of the document.
The Drawing QC Check of the O&MI shall be performed to ensure correct format and to ensure consistency with
what is depicted on the reference documents. The Drawing QC Check of drafted O&MI shall be completed on
Form 5B, QC Checklist for Operating & Maintenance Instructions.
To gain an understanding of the complexity of the station and to familiarize oneself with its operation, it is
recommended that the Drawing QC Person read Section 1.0 General of the O&MI first, followed by Section 3.1
Normal Operating Modes of the O&MI. The Drawing QC Person should then read Appendix B of the O&MI that
is being reviewed, with specific attention to:
1. Flow Description Table (see example in Figure 16).
2. Modified Operating Diagram (see example in Figure 17).
Drawing QC Checks for the O&MI shall include:
1. Current Station’s purpose is included.
2. Current modes of data acquisition and communication are included.
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3. Current Station’s modes of operation are included and validated by the FE or PLE on Form 5B.
4. For Normal Operation modes (Section 3.1 of the O&MI):
a. All normal operation modes are described.
b. The normal operation modes were determined from the most recent Operating Diagram.
c. The normal operation modes are described using a process diagram-like format (i.e.,
pentagons labeled gas lines along with major valves in the flow path).
d. For each normal operation mode, flow paths entering, exiting, and within the station are
clearly identified and included in the normal operation description.
e. For each normal operation mode, a table showing valve position of pressure control valves
and MLVs, is included. This table shall be named Valve Configuration Table, see Figure 15
for an example.
f. All station Main Valves that direct and control flow entering, exiting, and within the station
are included in the Valve Configuration Table.
g. All normal operation modes are described with a reference to a valve position.
h. The valve position is indicated as either Open (O), Closed (C), or Throttling (T).
i. For each valve position the following colors are used: RED for Open (O), GREEN for Closed
(C), and RED for Throttling (T).
j. For manned stations, the changes to normal operating modes of the Operating Procedures
have been incorporated.
5. For Local/Manual Operation modes (Section 3.4 of the O&MI):
a. The Control Philosophy and Operating Procedures are referenced and any recent changes
are incorporated.
6. For Remote Operation modes (Section 3.5 of the O&MI):
a. All changes to communications and control via Gas Control are included.
b. The data acquisition points and control features (e.g., open/close) are included.
7. The O&MI contains references to the relevant sections of the Control Philosophy, as appropriate.
8. In Section 7.0 References, the new Drawing Numbers generated from the conversion of any
Elementary Mechanical Drawings and Elementary Electrical Drawings to P&IDs are included.
9. Section 7.0 References shall not include references to documents located in Walnut Creek.
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The Drawing QC Person shall perform a QC Check on the updated Operating Procedures. The QC Check shall
consist of a review of newly revised (interim revision) Operating Procedures per Section 4.4.4, to ensure that all
necessary updates have been made.
The Drawing QC Check of the Operating Procedures shall be to ensure correct format and to ensure consistency
with the Operating Procedures Guidance Document [Ref. 14]. The Drawing QC Check of the Operating
Procedures shall be completed on Form 5C, QC Checklist for Operating Procedures.
To perform the review the following documents are required:
• Updated Operating Procedure
• Original Operating Procedure

• Control Philosophy
• P&IDs
• Form 3, Facility Specific Decision Log
• Notes or other communication regarding any portions of the original Operating Procedure that were
incorrect or needed to be revised, as documented on Form 5C, QC Checklist for Operating
Procedures.
• Summary of discrepancies noted between the Operating Procedures and the inserted P&IDs (to
have been generated by the contractor).
Each revised Operating Procedure shall be checked against the original Operating Procedure to ensure that the
revised document accurately reflects any changed information.
Each revised Operating Procedure shall be reviewed against Form 5C (Excel file) to ensure that it meets the
template requirements; Items 1 – 17 of the Operating Procedures Procedure [Ref. 14].
Each valve position table shall be compared against the applicable inserted P&IDs to ensure the valve positions
are consistent.

The Drawing QC Person shall perform a QC Check on the updated Control Philosophy. The QC Check shall
consist of a review of newly revised (interim revision) Control Philosophy per Section 4.4.5, to ensure that all
necessary updates have been made.
The Drawing QC Check of the Control Philosophy shall be to ensure correct format and to ensure consistency
with the Control Philosophy Guidance Document [Ref. 15]. The Drawing QC Check of the Control Philosophy
shall be completed on Form 5D, QC Checklist for Control Philosophy.
Drawing QC Checks for Control Philosophies shall include:
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1. All changes incorporated in updated interdependent drawings and documents: P&IDs CSA Drawings,
Operating Procedures, ESLDs, and Connection Diagrams, have been incorporated.
a. Note: The Control Philosophy is agreed and checked prior to the O&MIs.
2. Check that PLC or other program was used in the Control Philosophy
3. Check that the Control Philosophy is formatted per the Control Philosophy Guidance [Ref. 15].
4. Check that the block diagram of the CSA Drawing(s) for each type of control system is described in
the Control Philosophy.
4.5.6 Control System Architecture Drawings

The Drawing QC Person shall perform a QC Check on the updated CSA Drawings. The QC Check shall consist of a
review of newly revised (interim revision) CSA Drawings per Section 4.4.6, to ensure that all noted changes from
the red-lined CSA Drawings have been addressed.
The Drawing QC Check of the CSA Drawings shall be to ensure correct format and to ensure consistency with the
Control System Architecture Guidance Document [Ref. 16]. The Drawing QC Check of the CSA Drawings shall be
completed on Form 5M, QC Checklist for CSA Drawings.
Drawing QC Checks for CSA Drawings shall include:
1. Check that red-line changes from other documents are incorporated completely and correctly:
including interface interconnections between systems, to peripheral devices, outside networks, and
HMIs.
2. Check that a block diagram of the CSA for each type of control system is included.
3. Check that redundancies to mitigate failure of logic components and/or power supply are shown.
4. Check that references to other drawings for PLC cards or Genius Blocks are correct.
5. Check that references to other drawings are numbered and named.
6. Check that a legend of drawn symbols and lines is included.

The Drawing QC Person shall perform a QC Check on the updated P&IDs. The QC Check shall consist of a review
of newly revised (interim revision) P&IDs per Section 4.4.7, to ensure that all changes on the red-lined P&IDs
have been addressed.
The Drawing QC Check of P&IDs shall include a review of the drawing format, drawing content, red-line changes,
and review for consistency between P&IDs and MGPDs. The Drawing QC Check of drafted P&IDs shall be
completed on Form 5F, QC Checklist for P&IDs. Each sheet of the P&ID shall have a separate QC Checklist.
Drawing format QC Checks for P&IDs shall include:
1. Title Block shall have a ProjectWise smart boarder and comply with PG&E requirements.
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2. Line Number shall be per current standard format.

3. Valve Number shall be per current standard format.
4. Tubing shall be labeled / designated.
5. Auxiliary piping (air) line numbering shall be complete.
6. Equipment naming convention shall be consistent.
7. Pipe to tubing connections shall be per standard format.
8. Reference Section on drawings shall be complete.
9. All symbols on sheet 1 shall be consistent with 4803853s1r3. Symbols on all subsequent sheets shall
be found on sheet 1.
10. Reducer labelling shall be consistent with standard format.
11. Line number label placement shall be consistent
12. Small bore hand operated valves shall follow standard format for valve naming.

The Drawing QC Person shall perform a QC Check on the updated MGPDs. The QC Check shall consist of a
review of newly revised (interim revision) MGPDs per Section 4.4.8, to ensure that all noted changes have been
addressed from the red-line drawings that were generated per Section 4.2.8.
The Drawing QC Check of MGPDs shall include a review of the drawing format, drawing content, red-line
changes, and review for consistency between P&IDs and MGPDs. The Drawing QC Check of drafted MGPDs shall
be completed on Form 5G, QC Checklist for Main Gas MGPDs. Each sheet of the MGPD shall have a separate QC
Checklist.
Drawing QC Checks for MGPDs shall include:
a. For stations built on multiple levels, additional Plan View drawings are made with adequate
description in the Title Block.
2. Plan View and Section, Detail and Elevation View drawings are drawn to scale, unless the original
numbered drawing was not to scale. The scale is labeled. Standard scale of 3/8” = 1’-0”.
3. Plan View drawings shall have a facility North arrow indicator.
4. Match lines use the correct dashed line style.
5. Each Section View and Elevation View is referenced to a specific Plan View drawing.
6. Detail Views are referenced to either a Plan View, Section View or Elevation View drawing.
7. Section View or Elevation View drawings are shown per the Point of View (POV) of the reference IDs.
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8. Elevation View drawings show ground level.

9. Drawing references are included (minimum of adjacent MGPD Plan View drawings, and associated
P&IDs, Section View, Elevation View, and Detail View drawings).
10. Main gas piping, valves, and equipment are labeled.
11. Labels match naming on P&IDs.
12. Number and location of bollards are shown.

The Drawing QC Person shall perform a QC Check on the updated Equipment List. The QC Check shall consist of
a review of newly revised (interim revision) Equipment List per Section 4.4.9.
The Drawing QC Check for the Equipment List should not be attempted until the reference drawings (P&IDs,
MGPD, ESLD, Connection Diagrams) for the facility have been subjected to Field QC Review, and any Equipment
Name and/or Equipment Number discrepancies have been resolved. The Drawing QC Check of the Equipment
List shall be performed to ensure correct format and to ensure consistency with what is depicted on the
reference documents. The Drawing QC Check of drafted Equipment List shall be completed on Form 5H, QC
Checklist for Equipment List.
Drawing QC Checks for the Equipment List shall include:
1. Check that the format of the Equipment List matches what is described in the Equipment List
Guidance Document [Ref. 19].
2. Check that separate rows are included for subcomponents of equipment which have separate SAP
maintenance activities (Separate SAP Equipment Number).
3. Check that all Equipment Numbers are formatted per the Equipment List Guidance Document
[Ref. 19].
4. Check the accuracy of the SAP Equipment Numbers.
5. Check that the Equipment Type is included for all equipment, and check for consistency of the
Equipment Type entries (standardized entries for clarification).
a. For mechanical equipment, the accuracy shall be checked using the symbols used in the
P&ID.
b. For electrical and instrumentation equipment, the accuracy shall be checked using ESLD and
Connection Diagrams.
6. Check that the Manufacturer Name is included for all equipment.
a. Manufacturer information may not be available for hand valves.
b. Check the accuracy of the data via photographs taken during As-Found Red-Line Process.
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7. Check that the Model Number data is included for all equipment.
a. Model Number may not be available for hand valves.
b. Check the accuracy of the data via photographs taken during As-Found Red-Line Process.
8. Check that the applicable reference Drawing Number(s) (P&ID, Connection Diagram, ESLD) are
included.
9. For electrical equipment, check that the HAC Rating for the equipment has been entered.
10. For electrical equipment, check that the Voltage Rating (V), Current Rating (Amps), and (for
transformers) the Power Rating (kVA or KW) have been entered for applicable equipment.
a. Note: The Power Rating may be inserted in the Comments field.
4.5.10 Line List

The Drawing QC Person shall perform a QC Check on the updated Line List. The QC Check shall consist of a
review of newly revised (interim revision) Line List per Section 4.4.10, to ensure that all necessary updates have
been made.
The Drawing QC Check for the Line List should not be attempted until the reference drawings (P&IDs and MGPD)
for the facility have been subjected to Field QC Review, and any Line Number discrepancies have been resolved.
The Drawing QC Check of the Line List shall be performed to ensure correct format and to ensure consistency
with what is depicted on the reference documents. The Drawing QC Check of the drafted Line List shall be
completed on Form 5I, QC Checklist for Line List.
Drawing QC Checks for the Line List shall include:
1. Check that the format of the Line List matches what is described in the Line List Guidance Document
[Ref. 20].
2. Check that separate rows are included for each diameter for a given Line Number.
a. No piping row (2” or greater) shall contain multiple diameters.
3. Check that all Piping/Tubing and/or Instrumentation Line Numbers are formatted per the Line List
Guidance Document [Ref. 20] or match the prevailing naming convention for the location.
4. Check that Nominal Diameters are included.
5. Check that the Segment Start Point and End Point, as well as the Line Number correspond to what is
shown on the P&ID and the MGPD.
6. Check that the P&ID Number is correct.
7. Check that the Installation Drawing Number (i.e., MGPD Plan View) is correct.
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The Drawing QC Person shall perform a QC Check on the updated Electrical Schematics. The QC Check shall
consist of a review of newly revised (interim revision) Electrical Schematics per Section 4.4.11, to ensure that all
noted changes from the red-lined Electrical Schematics have been addressed.
The Drawing QC Check of the Electrical Schematics shall be to ensure correct format and to ensure consistency
with the Electrical Schematics Guidance Document [Ref. 23]. The Drawing QC Check of the Electrical Schematics
shall be completed on Form 5J, QC Checklist for Electrical Schematics.
Drawing QC Checks for Electrical Schematics shall include:
2. Check that Title Block is formatted per Standard PG&E format including Title format, Drawing
Number, Revision Number (interim Revision Number), Sheet Number, and revision history.
3. Check that all symbols (including circuit breakers, transformers, capacitors, bus bars, and
conductors) are in accordance with the Electrical Schematics Guidance [Ref. 21].
4. Check that all equipment is labeled.
other.
6. Check that all red-line written comments on the Electrical Schematic have also been addressed
appropriately on the ESLD.

The Drawing QC Person shall perform a QC Check on the updated ESLD. The QC Check shall consist of a review
of newly revised (interim revision) ESLD per Section 4.4.12, to ensure that all noted changes from the red-lined
ESLD have been addressed.
The Drawing QC Check of the ESLD shall be to ensure correct format and to ensure consistency with the ESLD
Guidance Document [Ref. 21]. The Drawing QC Check of the ESLD shall be completed on Form 5K, QC Checklist
for ESLD.
Drawing QC Checks for ESLD shall include:
3. Check that all symbols (including circuit breakers, transformers, capacitors, bus bars, and
conductors) are in accordance with the ESLD Guidance Document [Ref. 21].
4. Check that only one conductor is shown (to represent three phases).
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5. Check that the components on the ESLD are shown in order of decreasing voltage levels.
6. Check that the ESLD reads from top to bottom.
other.
9. Check that all red-line written comments have been addressed appropriately on the ESLD.

The Drawing QC Person shall perform a QC Check on the updated Connection Diagrams. The QC Check shall
consist of a review of newly revised (interim revision) Connection Diagrams per Section 4.4.13, to ensure that all
noted changes from the red-lined Connection Diagrams have been addressed.
The Drawing QC Check of the Connection Diagrams shall be to ensure correct format and to ensure consistency
with the Connection Diagram Guidance Document [Ref. 22]. The Drawing QC Check of the Connection Diagrams
shall be completed on Form 5L, QC Checklist for Connection Diagrams.
Drawing QC Checks for Control Diagrams shall include:
3. Check that all symbols are in accordance with the Connection Diagram Guidance Document
[Ref. 22].
4. Check that Sheet 1 of each separate Connection Diagram Drawing Number has a reference to the
ESLD for the facility.
5. Check that there is clear representation and labeling of all termination points and the type of
termination (e.g., terminal blocks, coaxial connector, ring terminal).
6. Check that conduits and circuits are labeled according the Connection Diagram Guidance Document
[Ref. 22].
7. Check that all connections are labeled per the prevailing naming convention at the facility.
8. Check that all unconnected wires within a panel are shown using a curly que.
9. Check that the screens are shown as being connected to Electrical Ground Points.
10. Check that the off-page references are correct.
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other.
13. Check that all red-line written comments have been addressed appropriately on the Connection
Diagrams.

The Drawing QC Person shall perform a QC Check on the updated HAC Drawings. The QC Check shall consist of a
review of newly revised (interim revision) HAC Drawings per Section 4.4.14, to ensure that all noted changes
from the red-lined HAC Drawings have been addressed.
The Drawing QC Check of the HAC Drawings shall include a review of the drawing format, drawing content, red-
line changes, and review for consistency between HAC Drawings, MGPDs, and the Equipment List. The Drawing
QC Check of the HAC Drawings shall be completed on Form 5E, QC Checklist for HAC Drawings.
Drawing QC Checks for HAC Drawings shall include:
2. Check that distances between gas piping/equipment and electrical equipment are shown.
3. Check that dimensions of electrical cabinets and equipment are shown.
4. Check that HAC Drawings are formatted per the HAC Guidance Document [Ref. 24].
5. Check that Red-line changes from other documents (e.g., MGPDs and Equipment List) are
incorporated completely and correctly.
a. For stations built on multiple levels, additional Plan View drawings are made with adequate
description in the Title Block.
b. Each additional Plan View has a unique Drawing Number.
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4.6 STEP 6 - Review Meeting

This section describes the process for preparing for and conducting Review Meetings with PG&E field personnel.
There is one process for the Review Meetings for most document types, except for the Operating Procedures
which require a different type of Review Meeting (refer to Section 4.6.2).
4.6.1 Review Meetings for Most Document Types

The Review Meeting(s) for most document types will be conducted on a per-facility basis. All applicable
documents that were part of the As-Found Red-Line Process, Updates, and QC shall be discussed in the Review
Meetings. Most documents refer to and complement each other for different aspects of operation,
maintenance, and integrity management. Therefore, the documents shall be reviewed together and at the same
time, to assure consistency and an acceptable level of completeness.
The document types include P&IDs, Operating Diagram, MGPDs, Equipment List, Line List, O&MI, Control
Philosophy, ESLD, Connection Diagrams, HAC Drawings, and CSA Drawing. These documents involve the what is
there information. Once finalized, these drawings constitute the set of documentation that contains all
information about the configuration specifics of the systems at a facility.
1. For each facility, a Review Meeting shall be held with PG&E Operations and Engineering staff, and
DNV GL staff and contractors, as applicable. The Review Meeting will follow the process outlined
below:
a. A DNV GL Meeting Facilitator shall lead the review and meeting minutes shall be recorded
to document all issues.
b. The Meeting Facilitator shall be responsible for providing all redlines and updated critical in
electronic format prior to the meeting.
c. The Meeting Facilitator will present the revised drawings and describe any changes and/or
updates that were made from the observations during the As-Found Redline Process.
d. Meeting participants can ask questions, provide comments, and discuss the presented
drawings. Any unresolved discrepancies shall be discussed during the meeting.
e. If any PG&E employees identify items in the updated documents that are not correct, then
those issues shall be identified, documented, and if possible, resolved.
2. A list of outstanding issues shall be documented at the end of the Review Meeting. For each issue a
person shall be assigned to close out the issue with the Facilitator. The date required for close-out
of each issue shall be agreed.
3. The Meeting Facilitator will assume the final responsibility of ensuring that the Drawings are revised
as per the results of the Review Meeting.
4. Outstanding issues outside of the CD scope shall be noted for inclusion into a Corrective Action
Program (CAP) Notification assigned to the FE/PLE.
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4.6.2 Review Meetings for Operating Procedures

The Operating Procedures involve the how to knowledge and the when to aspect of operating the components.
Because of the detailed knowledge required of facility operations, the Operating Procedures require separate
discussion meetings with all staff involved, to assure these procedures are understood, correct, and acceptable
to all meeting participants. The Review Meeting(s) for Operating Procedures will generally be a line-by-line
review of the documents.
1. For each facility, a Review Meeting shall be held with PG&E Operations and Engineering staff, and
DNV GL staff and contractors, as applicable. The Review Meeting will take a different format than
the remainder of the reviews and will follow the process outlined below:
a. A DNV GL Meeting Facilitator will lead the review and meeting minutes shall be recorded to
document all issues.
b. The Meeting Facilitator will provide the Operating Procedures for the facility prior to the
Review Meeting.
c. Each individual Operating Procedure shall be reviewed line by line. This review will require
the participating staff to step through each procedure and each associated P&ID to ensure
that the written Operating Procedure accurately describes the activities being performed in
the field. Any existing discrepancies shall be addressed at this time.
d. If the written procedure disagrees with the appropriate field procedure, then the
discrepancies shall be identified, documented, and resolved.
e. The participating staff will determine if all necessary safety requirements/advisories have
been included in the procedures.
2. A list of outstanding issues shall be documented at the end of the Review Meeting. For each issue
or new Operating Procedure, a person shall be assigned to close out the issue with the facilitator.
The date required for close-out of each issue shall be agreed.
3. Following the review meeting, the Operating Procedures shall be updated to incorporate all
required changes. Once the changes have been made, a second review meeting will be held to go
through each of the changes.
4. After all changes have been approved, the FE/PLE shall wet-sign the Operating Procedures by adding
their initials to the title block revision history along with a wetsigned date.
5. Outstanding issues outside of the CD scope shall be noted for inclusion into a CAP Notification
assigned to the FE/PLE.
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5 Document Check In
This section describes the process for checking updated documents/drawings back in to PG&E Design Drafting.
5.1 Document Review

For each document, the drawing QC Person shall open the .dgn (or Excel or Word as appropriate) and pdf to
ensure the drawings match. Make sure that all pdf files are legible. There should not be any bubbled regions
related to changes from our project. All bubbles and other indications of changes shall have been removed. The
drawings shall be check to ensure that each pdf is wetsigned, meaning physical initials are present in the title
block revision history along with a wetsigned date. Typed initials and date should only be in the .dgn file. Also,
if the drawing is revision 1, the original drawing information shall be wetsigned and dated. All drawings shall
have a fully number revision number that is 1 higher than the version that was checked out. For example, if we
checked out revision 23, the revision number we are checking in should be 24.
5.2 Document Submittal

In order to submit the drawings, complete the PG&E Records Request Form and the station drawing list. The
Records Request Form is the same form as is used to check out drawings. Email the completed forms along with
the pdf, dgn, and any .tif files that may be associated with a given .dgn to DDQAQC@pge.com. If the files are
too large to email, they may be placed on the T: drive at the following location \\rcplexos-
nas01\gtdatavalidation-fs01\Station Assessment Program\External Support\Critical Documents\Design
Drafting\DDQAQC\. Create a subfolder with the facility name.
5.3 Design Drafting Acceptance

Once Design Drafting has reviewed the submitted documents, the assigned reviewer will email any require
modifications. Once those modifications have been made and accepted, DNV GL will receive notification that
the drawings have been moved to GSM records. At this point, hard copies of the wetsigned drawings are
delivered to Bishop Ranch. Prior to submittal, all drawings shall be folded into 8 ½ x 11 revealing the title block
in front. The drawings shall be placed in a box or envelope. The drawing list shall be included with the drawings.
The drawings can be delivered in person or via US Mail, UPS or FedEx to:
Pacific Gas & Electric Company
6121 Bollinger Canyon Road Building Z1 3rd Floor 3206D
San Ramon, CA 94583
Phone: (925) 244-3968
Page 107 of 107

IM-STNS-101G As-Found Process Rev 2 (08!13!2018)

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Critical Documents

IM-STNS-101G As-Found Process

4.1.10 Line List ...................................................................................................................................... 25

4.3.9 Equipment List ........................................................................................................................... 75

4.5.9 Equipment List ......................................................................................................................... 100

References - Job Aids

References – PG&E Utility Procedures1

Acronyms and Abbreviations

Section Change Description

Section Change Description

Section Change Description

3 Operating Procedures Operational Document No

4 Control Philosophy Operational Document No

7 Main Gas Piping Drawings (MGPDs) Mechanical Drawing Yes

10 Electrical Schematics Electrical & Controls Drawing Yes

12 Connection Diagrams Electrical & Controls Drawing Yes

13 Hazardous Area Classification Drawings Electrical & Controls Drawing Yes

3.1 Document Checkout

Step Document Updating Process (1) Responsible Person(s)

1 Preliminary Review Reviewer (contractor)

2 As-Found Red-Line Process (2) Field Verifier (contractor)

4 As-Found Updates Updater (contractor or DNV GL)

5 Drawing Quality Control (Drawing QC) Drawing QC Person (DNV GL)

6 Review Meeting (3) DNV GL, Contractor and PG&E

4.1 STEP 1 - Preliminary Review

4.1.1.1 Facilities Categories

4.1.2 Operating Diagram

4.1.3 Operating & Maintenance Instructions

4.1.4 Operating Procedures

4.1.4.1 Reviewer (contractor)

4.1.5 Control Philosophy

4.1.6 Control System Architecture Drawing

4.1.7 Piping & Instrumentation Diagrams

Figure 1. PCV Set Points shown on a P&ID.

4.1.8 Main Gas Piping Drawings

4.1.8.1 General Requirements

Tier Version Source, Record Type Procedure

4.1.8.3 Additional Process Requirements:

4.1.9 Equipment List

4.1.9.1 Reviewer (contractor)

4.1.10 Line List

4.1.10.1 Reviewer (contractor)

4.1.11 Electrical Schematics

4.1.12 Electrical Single Line Diagram

4.1.13 Connection Diagrams

4.1.14 Hazardous Area Classification Drawings

4.1.15 Preliminary Document Review Summary Submittal

4.2 STEP 2 - As-Found Red-Line Process

4.2.1.2 PG&E Safety Requirements

4.2.1.3 Project Specific Safety Requirements

• Personal H2S or Multi-Gas Monitoring Devices

4.2.1.4 Facility Site Visit Requirements

8) Pi-tape6, ruler and calipers

4.2.1.5 Red-Line Requirements

Figure 3. Examples of Supplemental Sketch by Field Verifier.

Figure 6. Example of the two versions from multiple reviewers.

• Project or Job Numbers

a. Note: The use of cell phones to take pictures is not permitted.

4.2.2 Operating Diagram