MANAGEMENT OF INSTRUMENTED PROTECTIVE FUNCTIONS
This new P specifies requirements and gives recommendations for the management of
Instrumented Protective Functions (IPFs).
It aims to provide:
− a structured and practical approach to achieving and maintaining compliance with the
relevant IEC standards;
− additional practical tools to continuously improve management of IPFs.

TABLE OF CONTENTS
1. INTRODUCTION ........................................................................................................6
1.1 SCOPE........................................................................................................................6
1.2 DISTRIBUTION, INTENDED USE AND REGULATORY CONSIDERATIONS .........6
1.3 DEFINITIONS .............................................................................................................6
1.4 ABBREVIATIONS .......................................................................................................9
1.5 CROSS-REFERENCES ...........................................................................................10
2. GENERAL.................................................................................................................11
2.1 IPF MANAGEMENT PHILOSOPHY .........................................................................11
2.2 IEC STANDARDS.....................................................................................................12
2.3 THE IPF LIFE-CYCLE MODEL.................................................................................13
2.4 STRUCTURE OF THIS DEP ....................................................................................14
2.5 RELATIONSHIP WITH OTHER PROCESSES ........................................................17
3. IPF MANAGEMENT PLANNING .............................................................................19
3.1 OBJECTIVE ..............................................................................................................19
3.2 SCOPE AND TIMING ...............................................................................................19
3.3 INPUTS.....................................................................................................................19
3.4 ACTIVITIES...............................................................................................................19
3.5 CUSTODIANS AND CONTRIBUTORS....................................................................20
3.6 DELIVERABLES .......................................................................................................20
3.7 SUCCESS FACTORS ..............................................................................................20
4. RISK ANALYSIS ......................................................................................................22
4.1 OBJECTIVE ..............................................................................................................22
4.2 SCOPE AND TIMING ...............................................................................................22
4.3 INPUTS.....................................................................................................................22
4.4 ACTIVITIES...............................................................................................................23
4.5 CUSTODIANS AND CONTRIBUTORS....................................................................23
4.6 DELIVERABLES .......................................................................................................23
4.7 SUCCESS FACTORS ..............................................................................................23
5. HSE REQUIREMENTS ALLOCATION ....................................................................24
5.1 OBJECTIVE ..............................................................................................................24
5.2 SCOPE AND TIMING ...............................................................................................24
5.3 INPUTS.....................................................................................................................24
5.4 ACTIVITIES...............................................................................................................25
5.5 CUSTODIANS AND CONTRIBUTORS....................................................................26
5.6 DELIVERABLES .......................................................................................................26
5.7 SUCCESS FACTORS ..............................................................................................26
6. IPF REQUIREMENTS SPECIFICATION .................................................................28
6.1 OBJECTIVE ..............................................................................................................28
6.2 SCOPE AND TIMING ...............................................................................................28
6.3 INPUTS.....................................................................................................................28
6.4 ACTIVITIES...............................................................................................................28
6.5 CUSTODIANS AND CONTRIBUTORS....................................................................29
6.6 DELIVERABLES .......................................................................................................29
6.7 SUCCESS FACTORS ..............................................................................................31
7. DESIGN AND DEVELOPMENT - HARDWARE ......................................................32
7.1 OBJECTIVE ..............................................................................................................32
7.2 SCOPE AND TIMING ...............................................................................................32
7.3 INPUTS.....................................................................................................................32
7.4 ACTIVITIES...............................................................................................................32
7.5 CUSTODIANS AND CONTRIBUTORS....................................................................33
7.6 DELIVERABLES .......................................................................................................33
7.7 SUCCESS FACTORS ..............................................................................................33
8. DESIGN AND DEVELOPMENT - APPLICATION SOFTWARE .............................35
8.1 OBJECTIVE ..............................................................................................................35
8.2 SCOPE AND TIMING ...............................................................................................35
8.3 INPUTS.....................................................................................................................35
8.4 ACTIVITIES...............................................................................................................35
8.5 CUSTODIANS AND CONTRIBUTORS....................................................................37
8.6 DELIVERABLES .......................................................................................................37
8.7 SUCCESS FACTORS ..............................................................................................37
9. DESIGN AND DEVELOPMENT: OTHER RISK REDUCTION ................................38
9.1 OBJECTIVE ..............................................................................................................38
9.2 SCOPE AND TIMING ...............................................................................................38
10. INSTALLATION, COMMISSIONING AND VALIDATION .......................................39
10.1 OBJECTIVE ..............................................................................................................39
10.2 SCOPE AND TIMING ...............................................................................................39
10.3 INPUTS.....................................................................................................................39
10.4 ACTIVITIES...............................................................................................................39
10.5 CUSTODIANS AND CONTRIBUTORS....................................................................41
10.6 DELIVERABLES .......................................................................................................41
10.7 SUCCESS FACTORS ..............................................................................................41
11. OPERATION AND MAINTENANCE ........................................................................42
11.1 OBJECTIVE ..............................................................................................................42
11.2 SCOPE AND TIMING ...............................................................................................42
11.3 INPUTS.....................................................................................................................42
11.4 ACTIVITIES...............................................................................................................42
11.5 CUSTODIANS AND CONTRIBUTORS....................................................................44
11.6 DELIVERABLES .......................................................................................................45
11.7 SUCCESS FACTORS ..............................................................................................45
12. MODIFICATION ........................................................................................................46
12.1 OBJECTIVE ..............................................................................................................46
12.2 SCOPE AND TIMING ...............................................................................................46
12.3 INPUTS.....................................................................................................................46
12.4 ACTIVITIES...............................................................................................................46
12.5 CUSTODIANS AND CONTRIBUTORS....................................................................47
12.6 DELIVERABLES .......................................................................................................47
12.7 SUCCESS FACTORS ..............................................................................................47
13. DECOMMISSIONING ...............................................................................................48
13.1 OBJECTIVE ..............................................................................................................48
13.2 SCOPE AND TIMING ...............................................................................................48
13.3 INPUTS.....................................................................................................................48
13.4 ACTIVITIES...............................................................................................................48
13.5 CUSTODIANS AND CONTRIBUTORS....................................................................49
13.6 DELIVERABLES .......................................................................................................49
13.7 SUCCESS FACTORS ..............................................................................................49
14. FUNCTIONAL ASSESSMENT.................................................................................50
14.1 OBJECTIVE ..............................................................................................................50
14.2 SCOPE AND TIMING ...............................................................................................50
14.3 INPUTS.....................................................................................................................50
14.4 ACTIVITIES...............................................................................................................50
14.5 CUSTODIANS AND CONTRIBUTORS....................................................................51
14.6 DELIVERABLES .......................................................................................................51
14.7 SUCCESS FACTORS ..............................................................................................51
15. VERIFICATION .........................................................................................................52
15.1 OBJECTIVE ..............................................................................................................52
15.2 SCOPE AND TIMING ...............................................................................................52
15.3 INPUTS.....................................................................................................................52
15.4 ACTIVITIES...............................................................................................................52
15.5 CUSTODIANS AND CONTRIBUTORS....................................................................53
15.6 DELIVERABLES .......................................................................................................53
15.7 SUCCESS FACTORS ..............................................................................................53
16. REFERENCES .........................................................................................................54
APPENDICES
APPENDIX 1 DOCUMENTATION.........................................................................................56
APPENDIX 2 WORKED EXAMPLE: IPF MANAGEMENT PLAN .........................................59
APPENDIX 3 GENERAL GUIDELINES FOR PROOF TESTING .........................................89
APPENDIX 4 FAILURE RATES AND FAILURE RATE COLLECTION.................................99
APPENDIX 5 IPF REQUIREMENTS SPECIFICATION FOR LARGE PROJECTS ............104