TECHNICAL REVISION

May 2002

Process Industry Practices Work Processes

PIP ADG006 Specification for the Revision of PIP Practices

PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES In an effort to minimize the cost of process industry facilities, this Practice has been prepared from the technical requirements in the existing standards of major industrial users, contractors, or standards organizations. By harmonizing these technical requirements into a single set of Practices, administrative, application, and engineering costs to both the purchaser and the manufacturer should be reduced. While this Practice is expected to incorporate the majority of requirements of most users, individual applications may involve requirements that will be appended to and take precedence over this Practice. Determinations concerning fitness for purpose and particular matters or application of the Practice to particular project or engineering situations should not be made solely on information contained in these materials. The use of trade names from time to time should not be viewed as an expression of preference but rather recognized as normal usage in the trade. Other brands having the same specifications are equally correct and may be substituted for those named. All Practices or guidelines are intended to be consistent with applicable laws and regulations including OSHA requirements. To the extent these Practices or guidelines should conflict with OSHA or other applicable laws or regulations, such laws or regulations must be followed. Consult an appropriate professional before applying or acting on any material contained in or suggested by the Practice. This Practice is subject to revision at any time by the responsible Function Team and will be reviewed every 5 years. This Practice will be revised, reaffirmed, or withdrawn. Information on whether this Practice has been revised may be found at www.pip.org.

Process Industry Practices (PIP), Construction Industry Institute, The University of Texas at Austin, 3925 West Braker Lane (R4500), Austin, Texas 78759. PIP member companies and subscribers may copy this Practice for their internal use. Changes, overlays, addenda, or modifications of any kind are not permitted within any PIP Practice without the express written authorization of PIP.

PIP will not consider requests for interpretations (inquiries) for this Practice.
PRINTING HISTORY March 2000 May 2002 Issued Technical Revision

Not printed with State funds

TECHNICAL REVISION
May 2002

Process Industry Practices Work Processes

PIP ADG006 Specification for the Revision of PIP Practices

Table of Contents 1. Introduction .................................. 2
1.1 Purpose ............................................. 2 1.2 Scope................................................. 2

7. Technical Corrections ................. 5 8. Balloting ....................................... 5

8.1 Reaffirmation or Withdrawal .............. 5 8.2 Editorial Revisions ............................. 5 8.3 Technical Revisions .......................... 6

2. References.................................... 2
2.1 Process Industry Practices................ 2

3. Definitions .................................... 2 4. Invitation for Comment................ 3

4.1 Information Included on Each Practice ............................... 3 4.2 Information Included on Website....... 3

9. Numbering.................................... 6 10. Formatting of Revisions............ 6

10.1 Archive............................................... 6 10.2 Revision Markings ............................. 6 10.3 Style................................................... 7

5. Comments .................................... 4 6. Revision Cycle ............................. 4

Appendix A................................... A-1 Appendix B................................... B-1

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PIP ADG006 Specification for the Revision of PIP Practices

TECHNICAL REVISION
May 2002

1.

Introduction
1.1 Purpose The purpose of this guideline is to describe the procedures for making revisions and updates to existing PIP Practices. 1.2 Scope This Practice covers all types of revisions to existing PIP Practices, including the handling and solicitation of comments, the revision cycle, the numbering, the formatting of revisions, and the balloting and approval process for revisions, as well as notification and distribution of revisions.

2.

References
Applicable requirements in the latest edition, revision, or addendum of the following codes, standards, and references shall be considered an integral part of this Practice. 2.1 Process Industry Practices PIP ADG001 Specification for Authors Developing Process Industry Practices PIP ADG002 Specification for Technical Writers Developing Process Industry Practices PIP ADG004 Guide for Authors Producing CAD Graphics for Process Industry Practices PIP Operations Manual

3.

Definitions
For the purposes of this Practice the following definitions apply: complete revision: An existing Practice shall be considered to have undergone a complete revision when the responsible Function Team (FT) determines that 50 percent or more of the content within a Practice has been altered by the revision. The responsible FT shall notify the PIP office in all cases when a Practice has undergone a complete revision. Complete revisions require Member Company Review (MCR) and Steering Team Ballot (STB). editorial revision: A change to the content of an existing Practice that is required because of a typographical error, syntax, grammar, or for any other reason that is editorial in nature. Editorial changes require FT approval only and do not require MCR or Steering Team (ST) approval. reaffirmation: An existing Practice that the responsible Task Team determines requires no changes whatsoever. The fact that the Practice was reaffirmed is noted in the printing history and in the header of the Practice.

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TECHNICAL REVISION
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PIP ADG006 Specification for the Revision of PIP Practices

technical correction: A change to the content of an existing Practice to correct a technical error. Technical corrections are detailed by the FT on the Practice Revision Proposal (PRP), and ST approval of that proposal is the only requirement for proceeding with the change. technical revision: A change to the content of an existing Practice that modifies the technical intent of the content, the process, or the details of the Practice. Technical revisions require MCR and STB. withdrawal: The removal of an existing Practice from publication. Withdrawals require ST approval.

4.

Invitation for Comment

4.1 Information Included on Each Practice 4.1.1 4.1.2 Practices shall contain a paragraph on the verso of the cover sheet to define the revision cycle. (Refer to Appendix A.) This paragraph shall state the following: This Practice is subject to revision at any time by the responsible FT and shall be reviewed every 5 years. The Practice shall be revised, reaffirmed, or withdrawn. Information on whether this Practice has been revised can be found at http://www.pip.org. 4.2 Information Included on Website 4.2.1 The PIP website providing information on revision and submission guidelines and the web page indicating Practices that have been revised shall be made available to all users, including nonmember companies. The PIP web page containing information on comments shall state the following: While PIP does encourage comments to published Practices, PIP makes no promises to incorporate comments in future Practice revisions nor does an implied warranty or liability attach that obligates PIP to incorporate those comments in future Practice revisions.

4.2.2

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TECHNICAL REVISION
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5.

Comments
5.1 Comments from member or nonmember companies for possible revision of a Practice shall be accumulated by the PIP office. As comments are received, the PIP office shall make them available to the appropriate Function Team Leader (FTL) (in a manner agreed by the office and the team leader) for evaluation. A copy of the comments shall also be maintained on file at the PIP office until after the 5-year revision cycle has been completed. Each FT shall determine how to handle the comments. Each team shall be responsible for establishing its own review/revision process within the minimum guidelines described in Section 6 of this Practice.

5.3

6.

Revision Cycle
6.1 6.2 Each FT shall formulate and follow a revision process that meets the minimum requirements of this section. Practices shall be revised or reaffirmed on a 5-year cycle by the FT that authored the Practice; however, a Practice may be revised at any time if the FT determines that to be necessary. To minimize the number of revisions between 5-year review cycles, editorial revisions shall normally be made on the 5-year cycle or as part of a revision that is required by technical issues. If a FT feels that an editorial revision must be made before the 5-year cycle, the reasons for doing so shall be clearly stated on the PRP. In the 5-year revision cycle, member and nonmember company comments shall be reviewed. The FT shall review any addenda created by member companies to determine whether any of the addenda information can be incorporated into the Practice. Member companies are requested to send to the PIP office for forwarding to the appropriate FTL any addenda added to any Practice at the time the addenda are added to the Practice by the member company. To ensure that all member company addenda are available for review, the PIP office shall send a request for addenda to member companies 36 months into the review cycle, or when requested by the FTL. 6.6 Forty-two months into the review cycle, the PIP office shall send a notice advising the FTL that the Practice is due for review. The office shall make available (in a manner agreed by the office and the team leader) any member company addenda and other comments that have been accumulated for the Practice. After reviewing this information, and by the fourth-year anniversary of the Practice, the FT shall submit a PRP requesting either reaffirmation of, withdrawal of, or approval to revise the Practice. If a revision is requested, the reasons for the revision shall be stated, including an indication of whether the revisions are expected to be editorial, technical, or complete. If a Practice is jointly authored by two or more FTs, the FT that has primary responsibility for the Practice shall collaborate with the other teams in reviews and decisions regarding the need for revisions. Upon ST approval of the PRP, the FT shall proceed with the revision effort.

6.3

6.4 6.5

6.7

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PIP ADG006 Specification for the Revision of PIP Practices

Note: If a reaffirmation or withdrawal request was submitted and approved, the PIP office shall proceed with that action. 6.8 When the revision draft reaches the FT approval stage, the FT shall confirm to the PIP office whether the revisions are editorial, technical, or complete. If the revisions are editorial, only FT approval is required. Following FT approval, final editing by the PIP office, and signoff by the FTL, the revised Practice shall be issued. If the changes represent a technical or complete revision, however, MCR and ST approval are required. Typically, to achieve publication by the end of the 5-year review cycle, a Practice that is undergoing a complete or technical revision needs to be submitted for MCR by the end of the 54th month in the cycle. If the FT determines that additional time is needed to complete the revision process, the FTL may request an automatic 1-year extension from the PIP office.

6.9

7.

Technical Corrections
7.1 If the FT discovers a technical error in a document that requires correction, the team shall submit a PRP requesting a Technical Correction. The technical correction shall be fully described on the PRP. Upon approval by the ST, the PIP office shall incorporate the correction and, after final review and agreement by the FTL, shall publish the revised document. Note: A technical correction shall not reset the clock on the normal review cycle for the Practice. 7.2 If the FTL and sponsor determine that an immediate revision is required because of a technical error that could compromise the safety of personnel or equipment, the PIP Director is empowered to approve an emergency revision without producing a PRP or gaining approval from the ST. However, the ST shall be notified of this action.

8.

Balloting
8.1 Reaffirmation or Withdrawal After reviewing the accumulated comments and member company addenda received from the PIP office, the FT shall determine whether the Practice should be reaffirmed or withdrawn. If the team agrees, by 75 percent majority vote, that the Practice may be reaffirmed or withdrawn, the team shall indicate such on the PRP that is submitted to the PIP office. Following approval of the PRP by the ST, the PIP office shall publish the reaffirmed Practice or withdraw the Practice, accordingly. If the FT does not agree that the Practice should be reaffirmed or withdrawn, then a revision is required. If a Practice is jointly authored by two or more FTs, the FT that has primary responsibility for the Practice shall collaborate with the other teams in reviews and decisions regarding reaffirmation, withdrawal, or the need for revisions. 8.2 Editorial Revisions 8.2.1 When a revision reaches the FT approval stage, the responsible FT shall determine by voting whether the revision is editorial or technical per the definitions in Section 3. If a 75 percent majority vote for editorial is not

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PIP ADG006 Specification for the Revision of PIP Practices

TECHNICAL REVISION
May 2002

obtained, the revision shall be considered technical. If a Practice is jointly authored by two or more FTs, the FT that has primary responsibility for the Practice shall collaborate with the other teams in reviews and decisions regarding the type of revision. 8.2.2 If the revision is determined to be editorial, the revision may be approved by a 75 percent majority vote of the FT. The editorially revised Practice shall be sent to the PIP office for final editing. After final editing, the revised Practice shall be returned to the FT for final approval. On final approval by the FT, the revised Practice shall be published.

8.3

Technical Revisions If the revision is technical or complete, the FT shall approve the change by a 75 percent majority vote and send the revised document to the PIP office. If a Practice is jointly authored by two or more FTs, the FT that has primary responsibility for the Practice shall collaborate with the other teams in reviews and decisions regarding revisions. The PIP office shall prepare and distribute the Practice for MCR and STB per the PIP Operations Manual.

9.

Numbering
PIP revisions shall be referred to by the date of issue. The date of issue and the type of revision shall be located in the header of every page of the Practice. See Appendix B for an example of how the revision date and type appear in the header of the document.

10.

Formatting of Revisions
10.1 Archive The PIP office procedures shall ensure that an archival copy of the previous issue has been made before publication of the revised practice. 10.2 Revision Markings 10.2.1 The standard editing practice of placing a vertical line along the outside margin shall be used to indicate changes in the revised Practice. If the Practice had been revised previously, vertical lines from the previous revision shall be removed. 10.2.2 In the case of a complete revision, vertical lines shall not be shown, and a statement similar to the following shall be included in the introduction section: This document is a complete revision of PIP xxxxxxxx and, therefore, revision markings are not provided. 10.2.3 In the case of a change to a graphic, a vertical line shall be placed along the outside margin of the entire graphic. 10.2.4 A printing history that includes the current revision shall be printed on the title page. The printing history shall indicate the following information for each revision to the Practice:

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Process Industry Practices

TECHNICAL REVISION
May 2002

PIP ADG006 Specification for the Revision of PIP Practices

Practice number Month and year of issue Type of revision: complete revision, editorial revision, reaffirmation, technical correction, technical revision, or withdrawal

An example is illustrated in Appendix A. 10.2.5 If an FT feels that it is necessary to include a narrative description of the changes incorporated in the revision, the team has the option of including a Revision Summary section. This section, if included, shall be located as the last section under the Introduction. 10.3 Style Revisions shall be written in the styles specified in PIP ADG001 and PIP ADG002, or shall be drawn according to PIP ADG004.

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PIP ADG006 Specification for the Revision of PIP Practices

TECHNICAL REVISION
May 2002

Appendix A
Example of PIP Title Page Verso with Revision Notice and Printing History

PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES In an effort to minimize the cost of process industry facilities, this Practice has been prepared from the technical requirements in the existing standards of major industrial users, contractors, or standards organizations. By harmonizing these technical requirements into a single Practice, administrative, application, and engineering costs to both the purchaser and the manufacturer should be reduced. While this Practice is expected to incorporate the majority of requirements of most users, individual applications may involve requirements that will be appended to and take precedence over this Practice. Determinations concerning fitness for purpose and particular matters or application of the Practice to particular project or engineering situations should not be made solely on information contained in these materials. The use of trade names from time to time should not be viewed as an expression of preference but rather recognized as normal usage in the trade. Other brands having the same specifications are equally correct and may be substituted for those named. All Practices or guidelines are intended to be consistent with applicable laws and regulations including OSHA requirements. To the extent this Practice or guideline should conflict with OSHA or other applicable laws or regulations, such laws or regulations must be followed. Consult an appropriate professional before applying or acting on any material contained in or suggested by the Practice.

This Practice is subject to revision at any time by the responsible FT and will be reviewed every 5 years. The Practice will be revised, reaffirmed, or withdrawn. Information on whether this Practice has been revised can be found at http://www.pip.org.

Process Industry Practices (PIP), Construction Industry Institute, The University of Texas at Austin, 3925 West Braker Lane (R4500), Austin, Texas 78759. PIP member companies and subscribers may copy this Practice for their internal use.
PRINTING HISTORY June 1998 June 2001 Issued Reaffirmed June 2002 December 2002 Technical Revision Editorial Revision July 2005 September 2006 Complete Revision Withdrawal

Not printed with State funds

Page A-1

Process Industry Practices

TECHNICAL REVISION
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PIP ADG006 Guide for Revision of PIP Practices

Appendix B
Example of PIP Practice Header Showing Revision Date

PIP ADG006 Guide for Revision of PIP Practices

TECHNICAL REVISION
January 1998

Page B-1

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PIP ADG006 Guide for Revision of PIP Practices

TECHNICAL REVISION
May 2002

Page C-1

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