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    Background

    I have been fascinated by the process of commissioning chemical and processing

    plants ever since my introduction to the discipline. At that time I had worked at ICI

    (Imperial Chemical Industry) for four years and then as a process plant operator. While

    operating and assisting in the commissioning of a new plant, I was intrigued by the

    activities that had to be compiled and organizedthe checking out, the testing, and the

    rechecking of many plant itemsto allow the asset to be started up in an efficient and

    effective way. As I became engrossed by the experience and moved from the first

    commissioning project to the second, I was amazed that the whole process had to be

    rethought, almost reinvented, and that there was so much scrambling by the

    commissioning engineers on the new project to piece together the paperwork,procedural format, and general documentation from past commissioning campaigns to

    allow the new plant to begin to be organized so that its delivery could be completed. By

    that time I had subconsciously chosen commissioning as my future career and made a

    personal commitment to document the whole process in the best way I could. The result

    was my book Chemical and Process Plant Commissioning Handbook.

    Process plant commissioning in the chemical industry and related industries has an

    interesting dynamic, as there are few or no formal qualifications for commissioning a

    new plant. Process engineering has elements that address the subject, but the lack of

    published works on the topic has created the potential for commissioning to be a

    discipline that can be susceptible to serious problems during the key stage in a projects

    delivery. There is a three-step methodology that works well and has formed the basis of

    my career in process plant commissioning, which has now spanned more than 30

    years.

    The Three-Phase Methodology

    The commissioning of a process plant should be considered and implemented in three

    distinct phases.

    Prepare

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    This phase covers activities undertaken to set up the commissioning, gather

    information, select the commissioning team, develop the schedule, and create

    documentation. These all are typically home office tasks.

    Implement

    This phase, which traditionally has been perceived as commissioning, involves

    examining the facets that address the installation, checking out, precommissioning, wet

    and dry commissioning, and start-up of the new equipment at the job site.

    Closeout

    This is the final stage of the commissioning process and the one most often neglected.

    It entails ensuring that all paperwork systems and trials are complete and updated to as

    commissioned status and that the plant and equipment have met the performance and

    acceptance criteria, allowing the plant to be handed to the ongoing operations group.

    For optimum success in a commissioning exercise, the members of a project team

    responsible for the commissioning phase should be involved at an early stage of the

    project to ensure that all considerations related to the start-up of the plant are

    considered.

    Much emphasis is placed on the design and construction phases of a project, yet what

    is arguably the most important phasethe start-up and delivery of the assetis an

    activity that may be neglected. Commissioning teams can turn up toward the end of

    construction and hurriedly compose the documents normally created during the

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    preparation phase, but I believe that what you get out of an endeavor is directly

    proportional to the effort you put in; if your preparation for the commissioning of a new

    asset is sloppy, late, without research, ill prepared, and unplanned, the start-up will be

    pretty much the same. Projects that are driven with a successful start-up as the aim andthat have duly considered and implemented the commissioning tend to be the most

    successful.

    The main activities associated with and conducted in each of the three commissioning

    phases are shown in Table 1.

    Table 1 Main Activities and Phases

    Phase Activities

    Prepare

    Appoint the commissioning manager.

    Define the commissioning scope.

    Systemize the plant into commissioning systems by using the project

    piping and instrument diagrams (P&IDs) and other relevant documents,

    including layout drawings, mechanical flow diagrams, and equipment lists.

    Integrate commissioning systems into the engineering documents, line

    tables, instrument index, P&IDs, equipment lists, and procurement plans.

    Input to Design:

    Attendance at the following reviews is required to ensure that

    commissioning activities are considered and relevant operational

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    experience is brought to the table: P&IDs, plant layout, constructability, 3-

    D model, project schedule, safety integrity level (SIL), layers of protection

    analysis (LOPA), and control philosophy.

    Compile the commissioning philosophy.

    Compile the commissioning estimate and/or budget.

    Agree on the interface/handover procedure with project, client, and

    construction groups.

    Obtain pertinent and relevant engineering documents and establish the

    electronic commissioning team library.

    Attend various hazard studies.

    Compile the initial commissioning schedule (level 2).

    Set up the site commissioning base and compile the commissioning

    consumables list.

    Determine the initial fill chemicals and simulants and procure them.

    Create the commissioning manual.

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    Compile the standard operating procedures (SOP).

    Compile the training packages.

    Agree on safe systems of work with all interested parties.

    Compile the commissioning procedures.

    Give input as required to the user requirement specification (URS) for a

    distributed control system (DCS) or supervisory control and data

    acquisition (SCADA).

    Compile the initial commissioning schedule (level 3).

    Compile the decontamination procedures.

    Implement

    Attendance at the factory equipment acceptance and predelivery tests.

    Attendance at the computer hardware factory acceptance tests (HFATs),

    software factory acceptance tests (SFAT), and review functional design

    specification (FDS) for the DCS.

    Attendance at the site acceptance tests (SATs) for a DCS control system.

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    Be involved with the management and decommissioning and/or

    decontamination of existing plant if required.

    Check construction progress and quality.

    Start the commissioning log.

    Test and clean pipe work and equipment.

    Generate the punch list as required for each commissioning system.

    Commence training of plant and maintenance personnel.

    Manage handover construction to commissioning and/or operations.

    Attend to and/or manage pre-start-up safety checks.

    Complete all leak testing.

    Precommission the systems.

    Manage post-start-up modifications.

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    Manage the introduction of safe process chemicals.

    Move the team to a shift management role if required.

    Issue first draft of the standard operating procedures.

    Start up the plant.

    Validate plant performance with the quality team.

    Closeout

    Update to all commissioning documents and standard operating

    procedures to as commissioned status.

    Manage post-start-up modifications

    Update to training documents to as commissioned status.

    Run and manage the plant to predetermined design production rates and

    initial output for the required duration.

    Commissioning Logic

    The logical steps required to complete the three-phase commissioning process can be

    shown to flow in accordance with a simple logic, although it is accepted that some

    activities may run in parallel when actually delivered (see Figure 1).

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    Figure 1 Logic of the Three-Phase Commissioning Project

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    Prepare

    The major preparatory activities before the work actually commences in the field can

    include the following main elements. Some of the tasks more relevant to milestone

    events are not explained here.

    Appoint the Commissioning Manager

    The commissioning manager is an important part of the project team, and by its nature,

    the role requires a close working relationship with both the construction manager and

    the operations manager to ensure that the delivery of the new asset as a fully functional

    operation plant is completed in the most cost-effective and schedule-efficient manner. A

    good commissioning manager must have the ability to understand chemical processes;

    have knowledge of instrument, electrical, and control systems; be familiar with

    structured work methodologies; and be experienced in commissioning plant and

    equipment.

    Define the Commissioning Scope

    The area that can cause the most confusion if it is poorly prepared and drafted in a

    contract for commissioning services is scope definition. The exact role of the

    commissioning organization, the full scope of its activities, and definitions of when those

    activities are deemed complete should be documented clearly. It is important to specify

    clearly who will draft operating procedures and prepare and deliver training packages.

    In any scope document mention should be made of the practical factors such as who

    will operate valves, how control of energy introduction will be managed, and who has

    management control of all the various commissioning stages.

    Prioritized Asset Systemization

    Once the commissioning scope of the project has been defined and the initial key

    project documents (P&IDs, layout drawings, plot plans, and mechanical handling

    drawings) have been drafted and issued, commissioning systems can be identified in

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    priority order. This is the first and one of the most important activities the commissioning

    team will undertake as it provides the structure for all the other organizational tasks the

    team will perform, sets the priority for document and checkout progress management,

    and assists in the efficient initial plant commissioning and start-up in the most effectiveand timely way.

    Input to Design

    As was indicated above, commissioning engineers are typically experienced individuals

    in their initial disciplines and invariably have commissioning-specific and operational

    experience. This type of expertise is invaluable at engineering design reviews, and the

    engineers attendance should be encouraged. Their experience adds value to the

    appreciation of P&IDs, 3-D models, and control philosophy reviews.

    Create the Commissioning Philosophy

    The aim of this document is to identify the key commissioning project aims, objectives,

    activities, and general philosophy; this should be compiled at an early stage in the

    commissioning teams life, after the team scope definition. The initial commissioning

    plan most often is utilized when a contracting commissioning organization is appointed

    to a project, and it may be the first indication to the client project management and

    operations and engineering teams of how the commissioning will be planned and the

    activities managed.

    Compile the Commissioning Estimate and/or Budget

    Many factors should be considered for inclusion in the commissioning team budget,

    including labor power costs, initial chemical fill costs, travel, and accommodation at the

    job site. Typically calculated on a simple spreadsheet, each cost should be

    accompanied with adequate descriptions of the expense in question. Many projects

    have a percentage commissioning cost scheme in place; in general, these costs range

    from 2 to 3% of the overall capital spent on simple projects up to 25% of the capital cost

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    for complicated nuclear facility commissioning, where much simulant testing must be

    developed and performed.

    Devise Handover Procedure

    It is absolutely crucial to clarify, agree on, and document the various handover steps

    among the range of engineering disciplines in a project. The focus here is on handovers

    between the construction group and the commissioning team and then between the

    commissioning team and the operations team. It is important to clarify what will be

    handed over and how and what the acceptance criteria are.

    Compile Initial Commissioning Schedules (Levels 2 and 3)

    The level 2 commissioning schedule, which is compiled at an early stage in the

    commissioning teams formation, entails drafting acurate estimates of all the teams

    activities. These activities include tasks in all three phases of a project. However, other

    than showing the duration of an activity (e.g., compilation of commissioning documents),

    the actual commissioning system in question is not specified.

    The level 3 schedule will provide a very acurate timeline for all the in-depth

    commissioning activities, typically from the mechanical completion phase. The schedule

    is compiled on a task-by-task basis and written on a system-by-system basis and is very

    detailed.

    Create Commissioning Documents and the System File

    In the commissioning of a processing plant, the creation of the specific documents and

    the accompanying filing system is of some significance. The suite of commissioning

    documents produced provides a demonstration and shows that everything necessary

    has been done by the commissioning team to check and countercheck the constructed

    plant. This allows the delivery of the project to design specifications in the most safe,

    effective, and timely manner, to the highest possible standard, backed up by correct,

    prudent, and accurately composed documentation that is completed and signed off on

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    in full. Anything undertaken in a commissioning campaign must be documented and

    stored in the system file to which it belongs; hence, the complete picture of all that has

    been done to commission the plant safely and efficiently can be demonstrated.

    Implement

    The field execution activities will change the plant from a build project to an operating

    asset.

    Attendance at Factory Acceptance Tests

    Much of the work to start the checkout of equipment can be completed at the factory

    before delivery to the site, and the completion of this work should be encoraged as it

    has the potential to save costs and time if vendor equipment does not perform initially.

    Activities performed at the factory acceptance test can include leak tests, intial

    operational runs, control system checkout, cleanliness checks, and test fitting of

    internals.

    Check Construction and Quality of Build

    The commissioning team plays a key role in the checkout of the systems in conjunctionwith the main plant construction. Schedule time and costs can be reduced by means of

    prompt identification and correction of faults; these faults can range from equipment

    installed incorrectly to valve handles protruding into walkways, causing safety hazards.

    Cleaning Procedures and Drying

    Before pipes and equipment are put in service, it is important that good cleaning

    procedures be conducted to help ensure a successful and trouble-free start-up.Unfortunately, it is not uncommon for an initial plant commissioning period to be marred

    by foreign materials that have been left inside pipe work and then find their way to

    pumps and other equipment, causing significant damage and schedule delay as a result

    of rectification work. The following methods of cleaning are common to fulfill this task:

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    cleaning by blowing (air or nitrogen), steam blowing, cleaning via flushing (water),

    chemical cleaning, use of a pig, and mechanical cleaning and visual inspection.

    Vessel Check Sheets

    Conducting the checkout of the plant and equipment being installed requires

    documentary evidence that each item has been installed in accordance with the design

    and is fit for ongoing commissioning and operations. No plant item should be closed

    until an internal inspection has taken place. This documents that an inspection with

    authority to close equipment has been made.

    Commissioning Punch Listing

    This is one of the major activities the commissioning team will conduct. The setting of

    high standards, principles, and methodology for effective punch listing, snagging, or

    checkout of the system that has

    been constructed is vitally important to the smooth ongoing commissioning of the asset

    and is the standard and key indicator by which a commissioning team will be measured.

    Precommissioning Hazard and Operability Studies or Pre-Start-Up

    Before the introduction of hazardous chemicals into a commissioning system or

    systems, a detailed check must be made to ensure that the plant is ready and fit for

    ongoing operation.

    Commissioning Leak Testing

    During the construction phase, hydrostatic tests will have been conducted to prove pipe

    integrity; however, many potential leak path points will still exist in an untested state.The object of a full system leak test is to test all leak potential suitably and practically

    before the introduction of process and hazardous chemicals.

    Commissioning and initial Start-Up-Plus Procedures

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    This activity could be described as the flagship activity among the many the team will

    undertake during a project. Here, where possible, safe chemicals are

    introducedwater, steam, and airto simulate closely the unit in actual operation and to

    provide an indication of how the plant will perform when the process chemicals areintroduced and the main commissioning and start-up event takes place. During

    commissioning execution, all safety-related systems are checked rigorously, including

    confirmation of alarm activation points by means of manipulation of the actual process

    variables; confirmation of the operation of all control system software trip logic by

    various means, including variability of the process conditions both manually and via the

    control system; confirmation of all hardwired emergency shutdown systems by various

    documented operational means; and confirmation of the operation and control of all

    DCS sequences, including full testing of all failure monitoring. All aspects of future

    operation are tested, including starting up, scheduled and emergency shutdowns, and

    the actions required after a loss of site services, including power and instrument air.

    Closeout

    The activities in the final phase are all associated with the successful and efficient

    closeout of the commissioning teams actions.

    Conclusion

    Monitoring and helping to mold the transformation of a plant from initial design intent,

    through the building and construction site phase, to successful commissioning and

    operation is an occupation that requires much organization and disciplined delivery.

    However, when it is based on and assisted by a methodology such as the one

    described here, it can lead to commissioning being a career that provides job

    satisfaction and pride.

    Enjoy safe and happy commissioning.

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    So what is commissioning?

    In my experience commissioningis often viewed in different terms. My belief is that commissioningis best described

    when broken into three categories; all three composing the greater item, commiss ion ing;

    1. Pre-commissioning, activities carried out, starting during the construction phase of a project that prepare and

    enable the unit to move to the main commissioning phase, the range of pre-commissioning activities include;

    installation of filters, packing of distillation columns, filling a reactor with catalyst, cleaning pipes and

    equipment, vendor and factory acceptance testing, punch listing and instrument, electrical and motor loop

    testing.

    2. Commissioning, here the various systems and items of equipment are first put into initial operation. Utility

    systems, Instrument Air, Cooling Water and General Purpose Water are made live and the core processsystems are first made operational typically with safe chemicals, air or water. The unit is leak tested, started

    up, shut down, distillation columns and scrubbing columns put into use, all to gain the confidence that when

    process chemicals are introduced the plant will operate as designed and intended.

    3. Start-up, The plant is brought into actual operation.

    With my view of commissioning having now been explained, I want to stress one vitally important and critical factor to

    the success of a project...

    Commissioning isthe use of a disciplined, systematic and professional methodology, to convert newly constructed

    process plant into a fully integrated and operational unit in the most safe, efficient, cost effective and timely of

    manners, to achieve start-up and production targets whilst, where at all possible conforming with the ideal of getting it

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    "right first time".

    Fundamentally commissioning is a series of checks and counter checks that confirm newly constructed chemical

    plant is fit for purpose and suitable for ongoing operation, these checks being made at all stages of a projects life, not

    just after construction is complete.

    Follow this methodology and the steps explained within the handbook on all manner of projects, irrespective of size

    and the journey within commissioning should be made that much simpler...

    "I strongly b elievea logical, structured approach to correct commissioning practiceswill help transform any plant system, on any duty, into a production unit operating

    safety, effectively and fully delivering to its design intent within all time and cost

    constraints."

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    The three phases of commissioning

    Chemical plant commissioning has developed significantly and at some pace over the last 25 years, as the

    constraints of primarily cost and schedule, bore heavily on project management teams. A methodology had to be

    developed that no longer had the luxury of distinct and separate construction, commissioning and handover to the

    operations group phases. The Chemical and Process Plant Commissioning Handbook explains the guidelines, based

    on current known best practice, of how the commissioning function can be best integrated within the greater project,

    to fulfill the aim of always achieving an "on-time" successful plant startup.

    Having described above what commissioning is, my methodology and therefore the handbook approaches the topic

    of delivering of the actual commissioning process in three distinct stages.

    Although the stages are depicted in a continuous flow path, many of the subtle steps within each section overlap and

    potentially run in parallel to each other.

    The basic composition of these phases is:

    Prepare- Activities to be undertaken to set commissioning up, gather information, select the team, develop the

    schedule and create documentation.

    Implement- This phase traditionally perceived as "commissioning", examines the facets that address the installation,

    checking out and start-up of the new equipment.

    Close-out- The final stage of the commissioning process and the one most neglected, ensuring that all paperwork

    systems and trials are complete, the plant or equipment has met its acceptance criteria enabling the plant to be

    handed to the ongoing operations group

    Each stage within my commissioning approach and indeed the handbook has been well used and tested. All the

    steps within each stage should be considered for any project, of any size, to ensure all of the commissioning activities

    required are included in the management system, thus generating the best opportunity of a timely and successfulplant start up.

    Commissioning of chemical plant is fun and where-ever possible should be treated as such. I t is busy, bordering on

    hectic and at certain times is an all-consuming activity; however there are few other project disciplines that give its

    personnel the self satisfaction and reward commissioning offers. Witnessing and more importantly being part of a

    successful commissioning and start-up team is, to me, the most rewarding of occupations.

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    Please refer to theCommissioning Logicsection of this site for further information on the overall commissioning

    process.

    "what you get out of something, is directly proportional to the effort you put in" and

    if your preparation to the commissioning of a new asset is sloppy, without research,

    unprepared and unplanned, the resultant start-up will be fairly much the same.

    http://www.martinkillcrosscommissioning.com/index.php?page=commissioning-logic.htmlhttp://www.martinkillcrosscommissioning.com/index.php?page=commissioning-logic.htmlhttp://www.martinkillcrosscommissioning.com/index.php?page=commissioning-logic.htmlhttp://www.martinkillcrosscommissioning.com/index.php?page=commissioning-logic.html
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    Commissioning Logic

    Overview of Commissioning Stages

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    Check, Check and Check again, the foundation

    of successful

    commissioning

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    Key Commissioning Elements

    As identified within the commissioning logic diagram, there are many phases to a successful commissioning effort;

    here I further describe perhaps the most important, key elements of the process

    PREPARE

    Preparatory activities prior to the work actually commencing in the field.

    Appointing the Commissioning Manager

    The commissioning manager is a fundementally important position within the project team and by it's nature, the roledemands a close working relationship with both the construction manager and the operations manager to ensure the

    delivery of the new asset to a fully functional operation plant is completed in the most cost effective and schedule

    efficient manner. A good commissioning manager must possess the ability to understand chemical processes, have

    knowledge of instrument, electrical and control systems, structured work methodologies and experience of

    commissioning plant and equipment.

    Prioritized asset Systemization

    Once the commissioning scope of the project has been defined and initial key project documents (P&ID's, layout

    drawings, plot plans and mechanical handling drawings) have been drafted and issued then commissioning systems

    can be identified in pr ior i tyorder. This is the first and one of the most important activities the commissioning team

    will undertake as it gives the structure for all the other organization the team will then perform, set the priority for

    document and checkout progress management and help assist in the efficient initial plant commissioning and startup

    in the most effective and timely way.

    Create commissioning documents and the System File

    Within the entity that is the commissioning of processing plants the creation of the specific documents and filing

    system thereof is of some significance. The suite of commissioning documents produced provide the demonstration

    and security that all has been done by the commissioning team to check and counter check the constructed plant,

    being then able to deliver the project to design specification in the most safe, effective and timely of manners, to the

    highest possible standard, backed up by correct, prudent and accurately composed documentation, completed and

    signed off in full.

    Devise Handover ProcedureIt is absolutely crucial requirement to clarify, agree and document the various handover steps between the range of

    engineering disciplines within a project, handbook appraises the key features of this phase with regard to the

    commissioning organization. The Handovers focus on those between the Construction Group to the Commissioning

    Team, then the Commissioning Team to the Operations Team.

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    IMPLEMENT

    The field execution activities that will change the plant from a build project to that of an operating asset.

    Check Construction and Quality of Build

    The commissioning team play a key role in the check-out of the systems in conjunction with the main plant

    construction

    Cleaning procedures and drying

    Prior to pipes and equipment being put into service, it is important that good cleaning procedures be conducted to

    help ensure a successful and trouble free start-up. Unfortunately it is not un-common for an initial plant

    commissioning period to be marred by foreign materials having been left inside pipe work, which then find there way

    to pumps and other equipment causing significant damage and schedule delay due to rectification procedures. The

    importance of robust cleaning procedures is the basis of this book chapter and the following methods of cleaning are

    reviewed in detail; Cleaning by blowing (air or nitrogen), Steam blowing, cleaning via flushing (water), chemical

    cleaning, use of a "pig" and mechanical cleaning and visual inspection.

    Vessel Check Sheets

    Conducting the check-out of the plant and equipment being installed will require documentory evidence that each

    item has been installed as per the design and is fit for ongoing commissioning and operations.

    Commissioning Punch listing

    This is a significant and one of the major activities the commissioning team will conduct; the setting of high standards,

    principles and methodology for effective punch listing, snagging or check-out of the system having been constructed

    is vitally important to the smooth ongoing commissioning of the asset and is the standard and key indicator that a

    good commissioning team will measured by.

    Pre-commissioning HAZOP Studies or Pre Start-Up

    Prior to the introduction of hazardous chemicals into a commissioning system, or systems, a detailed check must be

    made to ensure the plant is ready and fit for on going operation.

    Commissioning Leak Testing

    During the construction phase hydrostatic tests will have been conducted to proved pipe integrity, however many

    potential leak path points will still exist, untested. The object of the full system leak test is to suitably and practically

    test all leak potential prior to the introduction of process and hazardous chemicals.

    Commissioning and initial Start-up plus procedures

    This activity could be described as the "flagship" activity in the many the team will undertake during a project. Here,

    where possible "safe" chemicals are initially introduced, water, steam and air, to simulate closely the unit in actual

    operation and to give an indication of how the plant will probably perform when then process chemicals are

    introduced and the main commissioning and start-up event takes place. During commissioning execution all safety

    related systems are rigorously checked including; confirmation of alarm activation points via manipulation of the

    actual process variables, confirmation of the operation of all control system software trip logic via various means

    including variability of the process conditions both manually and via the control system, confirmation of all hard wired

    emergency shut down systems by various documented operational means and the confirmation of the operation and

    control of all DCS sequences including full testing of all failure monitoring. All aspects of future operation are tested

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    including starting up, scheduled and emergency shut-downs and the actions required upon a loss of site services

    including power and instrument air.

    CLOSEOUT

    The final phase of activities are all associated with the successful and efficient close out the commissioning teams

    actions.

    Complete Training and operating proceudres to "as commissioned"

    The importance to review all training packages and operating procedures and to update them with known operational

    experience.

    Good projects have a successful start-up as the main aim, soundcommissioning practices are a key element in the delivery of that goal.

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    The Commissioning System File

    Many documents will be compiled within the prepare phase of commissioning preparation, a system is required tomanage the documents produced. My methodology incorporates the use of a file, per commissioning system to

    house these documenst, a typical file table of contents is provided below.

    System P&ID's

    Decontamination procedure & isolation register

    System cleaning procedures

    Hazard Study and actions

    Equipment Check Sheets, off and on site checks

    System Punch lists

    Action upon Alarm Sheet

    Handover Certificate Construction/Maintenance to Commissioning Project documentation check sheet prior to introduction of safe chemicals

    Safe Chemical Commissioning authorization and Pre-commissioning Procedures

    Leak Test Checklist and Procedures

    Instrument Check Sheet

    Motor Check Sheet

    Interlock check procedures

    Emergency Shut Down System check procedures

    DCS sequence test procedures

    Relief Stream Check Sheets

    Critical Insulation Checks

    Critical Gasket Installation Checks

    Lubrication Check Sheet

    PSSR, Plant Check-out prior to introduction of Hazardous Chemicals

    Documentation Requirements for Ongoing Maintenance Group

    Authority to Introduce Process Chemicals, check sheet & Certificate

    Commissioning Procedures

    Standard Operating Procedures

    Commissioning to Plant Handover Certificate

    A complete, well planned and accurately documented commissioning effort is one of

    the key factors that can contribute to a trouble free start-up and smooth transition toa production unit manufacturing to full design rate and within product specification.