PSSR: Equipment Turnover Checklist
Pre-startup safety review to ensures a smooth and efficient handover of equipment, benefiting businesses by improving safety, reducing downtime, and streamlining operations, ultimately saving time and money
AA - Roanoke
01/21/2025
PSSR: Equipment Turnover Checklist
Pre-startup safety review to ensures a smooth and efficient handover of equipment, benefiting businesses by improving safety, reducing downtime, and streamlining operations, ultimately saving time and money
PSSR Team
Operations Representative
Equipment
Notes
All items marked as "Flag/Fail" must have Additional Notes at the bottom and a Corrective Action Work Order Created.
Fail (Critical Finding) = A safety, environmental, or equipment non-conformance that must be corrected prior to putting a system in service.
Flag (Non-Critical Finding) = An incomplete task that is not critical and may be completed after the system is put in service.
General
Bumping/Tripping Hazards Mitigated
LOTO Removal for Start Up Adequate
Heat Tracing Installed
Cleanup Complete
Civil/Structural
Grouting Complete
Foundation Complete
Proper/Adequate Drainage
Piping
Flange Makeup Correct
Proper Bolting Installed
Proper Gasketing Installed
Plugs Installed
Blinds/Pancakes/Skillets Removed
Ensure relief valves are not blocked in
CPVC/PVC fittings glued and secured
Mechanical
Motor Rotation Verified & Labeled
Equipment Alignment Complete
Couplings Installed
Guards Installed
Lubrication Complete
Equipment Hold Down Bolts Tightened
Oil Levels Adequate
Anchor Bolts Tightened
Insulation Blankets Installed
Instrumentation/Electrical
Instrument Calibration Complete
Alarms Active & Verified
Grounding Complete
Wiring Labeled
Breakers Labeled
Motor Lead Connections Tightened
Gauges Installed
Automated Device Controls Verified
Tanks/Vessels
Tank Clear of Debris/Contaminants/Water
Relief Valves/PVSV's/Explosion Hatch Installed
Blinds/Pancakes/Skillets Removed
Anchor Bolts Tightened
Gaskets Installed
Insulation Complete
Tank Flange Bolts Installed/Torqued
Quality Control Requirements Met (Hydro, coating, etc.)
Vents Clear of Debris/Blockage
Safety Signage in Place (NFPA, Safe Fill, Confined Space)
Hot oil/Steam Return or Bleeder Valves Open for venting
Leveling Devices Calibrated and Operational
High Level Alarms/Emergency Shutdowns Operational
Risk Reduction
Is required PPE available and been provided?
Are all applicable Safety Permits/Systems in place to prevent failure from start up operations?
Safework Permit has been completed with all affected personnel?
Have all risks to health, environment, and property been eliminated or adequately controlled in case of a failure?
Have precautions been taken to ensure that start up operations are not a source of ignition to flammable material/chemicals?
Is spill containment in place and adequate?
Emergency Response
Emergency Shutdowns visible and easily accessible?
Emergency Eyewash/Safety Showers accessible and operational?
Are Fire Extinguishers available and in proper locations?
Is product/chemical SDS readily available?
Is site ready to properly responded to an emergency/failure?
Have all affected employees been notified of the start up operation?
Final Walkthrough
Have critical/safety equipment been installed per design/project plan?
Are rotary/live parts adequately closed/guarded to prevent access/projectilies?
Are relief valves releasing to safe locations with proper containment?
Are relief valves isolated in any way to keep them from functioning properly?
Are high risk areas for potential impacts/injuries/exposure blocked off?
Does any installed equipment appear to be damaged/not operational?
Are all tank/equipment/piping nozzles and/or penetrations capped/covered. Such as Tank nozzles, pump steam/hot oil
Have process lines been walked to ensure start up operations will not be affected by closed valves, blinds, or blocks
Tank vents have been inspected and are clear of debris, blinds, seals, etc. so they are properly functioning?
Findings
Critical Findings? (Fail)
if the answer is "oneOf [Yes]"
Est. Completion Date
Assigned to complete
Comments
Non-Critical Findings? (Flag)
if the answer is "oneOf [Yes]"
Est. Completion Date
Assigned to Complete
Comments
Pre-Startup Final Sign Off (Completed by the Facility Manager)
DO NOT PROCEED with STARTUP operations until all answers are "YES"
Are Safety, Operating, and Emergency procedures/plans in place and adequate?
Has the Equipment Return to Service Checklist been reviewed and critical start up items adequate?
Has the Operations and EHS Checklist been reviewed and verified?
Has the Operations and EHS Checklist Action Items been addressed?
Manager's signature
Click here to sign
Return to service date
Source: AA - Roanoke (Community Member)