Reference Manual

www.Turnaround-Network.com

This document is confidential and is protected by agreement(s) between Asset Performance Networks, LLC., and the recipient company. It shall not be shared with any individual or entity, other than that to whom it was intended.

Asset Performance Networks, LLC
3 Bethesda Metro Center, Suite 925 Bethesda, Maryland 20814 U.S.A. www.AP-Networks.com Telephone (240) 683-1001 • Facsimile (240) 683-1009

Turnaround-Network.com

Preface Asset Performance Networks is a knowledge management consulting company whose mission is to drive the refining and chemical industries toward world-class performance in developing, maintaining, and operating manufacturing assets. We are uniquely qualified in developing Best-in-Class processes and tools and deploying these knowledge management products in a user-friendly, web-based environment to achieve world-class competitiveness in projects and turnarounds. The Turnaround-Network.com is an interactive, web-based community of turnaround professionals. The portal has four modules to improve managing turnarounds: • Tools for improving turnaround planning and execution • Process for defining, planning, and executing turnarounds • Reference for accessing reference material grouped by topic areas • Bulletin Board for posting questions and sharing industry Best Practices Our turnaround experience is based on both managing plant-wide turnarounds and developing turnaround management work processes for major refining and petrochemical companies. In addition, we have conducted global benchmarking studies of over one hundred (100) turnarounds and identified industry Best Practices that led to faster, safer, and more cost-effective turnarounds.
For additional information about www.turnaround-network.com or if you have any questions, please contact us at (240) 683-1001.

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Table of Contents Preface.................................................................................................................................ii Introduction..........................................................................................................................1 Relationship with NPRA..................................................................................................2 Software/Hardware Requirements...................................................................................2 Logging In............................................................................................................................5 Self-Registration..............................................................................................................5 Log In as Registered User................................................................................................6 Tools....................................................................................................................................7 Readiness Pyramid...........................................................................................................7 Features........................................................................................................................8 Accessing.....................................................................................................................8 Entering a new turnaround...........................................................................................8 Adding Yourself to an existing evaluation..................................................................9 Completing an Evaluation............................................................................................9 Reports.......................................................................................................................10 Pyramid-Process Guidelines..........................................................................................18 Features......................................................................................................................18 Accessing...................................................................................................................18 Risk Manager.................................................................................................................19 Features......................................................................................................................19 Accessing...................................................................................................................19 Reports.......................................................................................................................21 Process...............................................................................................................................23 Turnaround Work Process.............................................................................................23 Features......................................................................................................................23 Accessing...................................................................................................................23 Job-Aids.........................................................................................................................26 Features......................................................................................................................26 Accessing...................................................................................................................26 Examples....................................................................................................................26 Complexity Calculator...................................................................................................27 Features......................................................................................................................27 Accessing...................................................................................................................27 Reference...........................................................................................................................28 Features..........................................................................................................................28 Accessing.......................................................................................................................28 Bulletin Board....................................................................................................................29 Features..........................................................................................................................29 Accessing.......................................................................................................................30 Common Actions...........................................................................................................30 Help and Support...............................................................................................................33 Appendix A: Glossary........................................................................................................34

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Introduction

Welcome to www.Turnaround-Network.com, an interactive, web-based community of turnaround professionals sharing knowledge and experience via worldclass processes, decision tools, and other expert resources. The portal brings together a company's turnaround teams with other teams in the industry - no matter the location - so that the turnaround community can collaborate and share its invaluable resources. www.Turnaround-Network.com lets you: • Share Best Practices and lessons learned across a community of turnaround professionals • Leverage internal knowledge and outside experience across many facilities • Maintain corporate memory • Facilitate the integration of newly merged companies with common processes, tools, and terms. • Access specific expertise across geographic and organizational boundaries

© 2008 AP-Networks’ Proprietary All Rights Reserved

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You can download this browser for free: • Go to http://www. • You will need a program called Adobe Acrobat Reader to view some of the additional material on this site. • Follow instructions provided on the Explorer page to download and install a free copy of Internet Explorer. • Click the link with the name of your operating system (i. Macintosh.Turnaround-Network. planning.com/windows/ie/default. • Your web browser needs a plug-in called Macromedia Flash Player.com/software/flash/download/. • Go to http://www. etc. As part of the agreement. NPRA provides APN with information related to turnaround management and maintenance from recent conferences. • Go to http://www.microsoft.com.htm. • Download and install the free Flash Player software. Software/Hardware Requirements In order to get the most out of www. available on the Internet for free. © 2008 AP-Networks’ Proprietary All Rights Reserved 2 Reference Manual 01/08 . your computer will need the following software: • web browser – best results are within Microsoft's Internet Explorer • Macromedia Flash Player • Adobe Acrobat Reader The following free downloads are available: • The web browser that will give you the best result for viewing this site is Microsoft’s Internet Explorer.). • Choose the specific version of Internet Explorer 5.0 or newer that is compatible with your computer.Turnaround-Network.html • Under the "Products" column find "Acrobat Reader".com The www. select the latest version with the appropriate language of "Acrobat Reader" from the list and click on that link.e.com enables turnaround professionals to manage knowledge through the following sections: • Tools for improving turnaround planning and execution • Process for defining. and executing turnarounds • Reference for accessing reference material grouped by topic areas • Bulletin Board for posting questions and sharing industry Best Practices Relationship with NPRA Asset Performance Networks has a formal collaborative agreement with the National Petrochemical and Refiners Association (NPRA). Windows. members of Turnaround Advisory Board are former chairmen of NPRA Maintenance Conference.com/support/downloads/main.macromedia.turnaround-network. Also. • After you have clicked on the link with the name of your operating system and the new page has loaded.adobe.

5 or higher • PC users should have Windows 95 or higher You also need to make sure your screen resolution is set properly as follows: • Click on the Start button in the bottom left corner of the screen. © 2008 AP-Networks’ Proprietary All Rights Reserved 3 Reference Manual 01/08 . • Click the Settings tab.com by unauthorized entities. The hardware requirements you will need to successfully complete a course and to have the best possible web experience are as follows: • A processor with at least 90 MHz clock speed • At least 32 Mb RAM • A SVGA . • Drag the slider in the Screen Area section to either 800 x 600 or 1024 x 768.compatible monitor • Minimum 800 X 600 resolution 16 bit color video card • Audio card (does your computer have sound?) • A 33.com service is protected by current industry encryption and firewall technology. Your web browser should prompt you to select a location in which to save this file. For this course. and "Step 3" as provided on the web page that loads in your web browser.Turnaround-Network. • Follow "Step 1".com • The next web page that loads in your browser will present you with a list of features in the various Adobe Acrobat products. • Follow the prompts given by Microsoft Windows.com Security Information entered and processed through the www. • Set the color palette to the highest possible setting at your resolution. Choose a place on your computer where you will be able to easily find the file once the download is complete. • Highlight the Settings item and click the Control Panel item. you only need the basic Acrobat Reader.Turnaround-Network. Turnaround-Network. therefore. "Step 2". • Click the OK button. • Close the Control Panel window. • Double-click the Display icon.3 baud modem or better • Java and Javascript capability • Mac users should have OS 7. click on "Get Adobe Reader free!" near the bottom of the page.Turnaround-Network. • "Step 3" provides the actual download of the "Acrobat Reader" installation file. Encryption and firewall technology prevents the review and tampering of information that is entered into www.

com © 2008 AP-Networks’ Proprietary All Rights Reserved 4 Reference Manual 01/08 .Turnaround-Network.

com Logging In When a company signs-up to www. Self-Registration • Go to www. for security reasons. and Group Code and select “Log In” © 2008 AP-Networks’ Proprietary All Rights Reserved 5 Reference Manual 01/08 . Note that a company may have multiple groups.com • Select “Register now” • Enter Group Code provided by company and select “Submit” • Complete User Profile and select “Submit” • Enter Name.com. Password. If you have questions about which group to join. but a user can only register with one group. please contact your company representative. The members of the group which the company provides access to the network will receive the updated Group Code information.com.Turnaround-Network.Turnaround-Network. the Group Code may change. Periodically.Turnaround-Network. Anyone at the site with internet access and the Group Code can access turnaround-network. the company receives a site license and a Group Code.

com • Enter Name.Turnaround-Network. Password.com Log In as Registered User • Go to www. and Group Code and select “Log In” © 2008 AP-Networks’ Proprietary All Rights Reserved 6 Reference Manual 01/08 .Turnaround-Network.

The benefits of the Readiness Pyramid include: • Effectively evaluate your readiness for the turnaround at any point during the planning phases • Identify gaps between your turnaround’s readiness and our world-class performance measures • Successfully gauge your team’s alignment around critical turnaround issues and attributes • Systematically predict successes and failures with a consistent turnaround evaluation method • Promote team integration and keep communication lines clear with upper management © 2008 AP-Networks’ Proprietary All Rights Reserved 7 Reference Manual 01/08 .com Tools Readiness Pyramid The Readiness Pyramid is a self-assessment tool that enables turnaround teams to measure the readiness of their turnaround relative to Industry Best Practices. the Turnaround Pyramid provides links to specific job aids to improve the readiness of specific components. In addition to measuring the overall status and alignment.Turnaround-Network.

When the record is created. Accessing • Log into www. including a password.no outside facilitators or consultants required • Easy to use and secure .com Features Some key features of the Turnaround Pyramid include: • Evaluate status of a turnaround at any point during the scope development and planning phases.com • Select Tools from top menubar • Select Pyramid from left menubar Entering a new turnaround A record can be created within the Turnaround Pyramid for each turnaround being planned by the group. general information about the turnaround (name. location. and planning status. planned start date. and select “Submit” • Select “Start Your Evaluation Now” • Add yourself to the evaluation © 2008 AP-Networks’ Proprietary All Rights Reserved 8 Reference Manual 01/08 . The Turnaround evaluation leader creates a record with the background info the first time and the members of the turnaround team enable themselves to complete the evaluation. The readiness evaluation is: o Comprehensive with 21 major components o Scaleable to the complexity of the turnaround and the timing prior to the turnaround o Identifies gaps with Best Industry Practices o Takes less than 50 minutes to complete without pre-preparation – a great time/value investment • Gauge your team’s alignment around critical turnaround issues. The alignment is: o An objective measure of alignment by calculating the deviation between the various answers of the turnaround team members. o An enabler of dialogue between team members. including multiple team or consensus.Turnaround-Network. and with management • Tried and true method. and select “Submit” • Enter Evaluation Information. across functions.Turnaround-Network.team members can log into the network and answer the Readiness Pyramid questions from their own desk – there are multiple layers of passwords. The turnaround readiness pyramid has been applied on many turnarounds and is praised by all who have used it • Self-assessment . turnaround leader) is documented. • Access the Pyramid • Select “Add New Turnaround” • Enter Turnaround Information.

Selecting this option precludes the reporting of a team alignment measure. Make sure the circle turns solid and the text box is highlighted after clicking on the level. Ideally. or. • Answer all 21 components • After answering all 21 components. Importantly. • Click the circle next to the selected level. it is recommended to start with the first level.com • Answer the questions Multiple evaluations can and should be created for each turnaround record. and move to the next level before making final selection. this option should be used for evaluations done as a team exercise in a facilitated setting. confirm that the current characteristics meet or exceed this description. Since the questions within the Turnaround Pyramid account for time and complexity. Note that there are two (2) types of evaluations: Multiple Team Member Evaluation and Consensus Evaluation. or "Next" if there is additional subcomponents. select a planning component • Select the level among the five (5) choices that best describes the current characteristics.Turnaround-Network. Note that the questions are intended to be cumulative. selecting this option allows team alignment to be measured by the Pyramid. select "Reports" © 2008 AP-Networks’ Proprietary All Rights Reserved 9 Reference Manual 01/08 . Adding Yourself to an existing evaluation • Access the Pyramid as described above • Select “Select Existing Turnaround” • Search for the turnaround and click on the name • Enter password provided by turnaround evaluation leader • Click on evaluation name • Select “Start Your Evaluation Now” • Add yourself to the evaluation • Answer the questions Completing an Evaluation • After adding self to evaluation. • Select "Finish" if this is the last subcomponent. The overall project status is calculated as the average from the inputting individual team members. Therefore. a turnaround team should create a new evaluation when entering a new planning phase or if there are significant changes in the turnaround characteristics. in circumstances where an individual is performing an evaluation separately from the rest of the team. Each team member is given equal weight in determining the overall status. The two types are discussed as follows: • Multiple Team Member Evaluations allow team members the ability to evaluate the project individually. • A Consensus Evaluation allows only one user to provide input.

Turnaround-Network.com Reports To access the reports. do the following: • Access the Pyramid as described above • Select “Select Existing Turnaround” • Search for the turnaround and click on the name • Enter password provided by turnaround evaluation leader • Select "Reports" from the upper right menu • Select the appropriate report © 2008 AP-Networks’ Proprietary All Rights Reserved 10 Reference Manual 01/08 .

© 2008 AP-Networks’ Proprietary All Rights Reserved 11 Reference Manual 01/08 . These differences should be discussed and understood before proceeding through the decision date. There are three possible ratings: • A red light indicates a turnaround with "Weak Alignment" .com Team Report – Overall Turnaround Readiness The planning status is calculated from the responses provided in the evaluation section for the 21 components of the pyramid. some gaps from Best in Class" • A green light indicates a turnaround that is "Best in Class" The alignment measures the degree of agreement by individual team members on the turnaround status by component.Turnaround-Network.Some differences across team in rating project status. The response of each team member has equal weight in determining the overall status. then the overall status is the average score from the users. • A yellow light indicates a turnaround with "Moderate Alignment" . If multiple team members perform the evaluation.Substantial differences across team in rating project status. These differences should be discussed and resolved prior to proceeding through decision gate. The Overall Readiness reports are illustrated by the stoplight colors: • A red light indicates a turnaround with "Major gaps from Best in Class" • A yellow light indicates a turnaround that is "Borderline. This feature provides the turnaround team with an understanding on how well aligned they are as a team on the level of turnaround readiness.

Minimal difference across team in rating project status. The Pyramid's alignment feature is only reported for multiple team member evaluations and there must be a minimum of three team members participating in the evaluation for alignment to be displayed.Turnaround-Network.com • A green light indicates a turnaround with "Strong Alignment" . © 2008 AP-Networks’ Proprietary All Rights Reserved 12 Reference Manual 01/08 .

com Team Report – Turnaround Readiness Pyramid The planning status of each components is presented in the Team Report – Turnaround Readiness Pyramid. The user can "drill down" and identify the status and alignment on each major component by double-clicking on the component text.Turnaround-Network. © 2008 AP-Networks’ Proprietary All Rights Reserved 13 Reference Manual 01/08 .

The user can "drill down" and identify the status and alignment on each major component by double-clicking on the component text. the alignment of each component is presented in the Team Report – Turnaround Readiness Pyramid.com Also.Turnaround-Network. © 2008 AP-Networks’ Proprietary All Rights Reserved 14 Reference Manual 01/08 .

© 2008 AP-Networks’ Proprietary All Rights Reserved 15 Reference Manual 01/08 .Turnaround-Network. primarily to highlight the weakest areas for reevaluation. It is used to show the strongest and weakest attributes of the current turnaround.com Team Report – Turnaround High/Low The High/Low Report shows the five highest rated and five lowest rated components within the current turnaround evaluation.

The optimal level is to be well defined AND well aligned – which would be in the upper right quadrant of the graph. place the curser over the planning component in the list on the left. and the alignment of each component on the other axis. © 2008 AP-Networks’ Proprietary All Rights Reserved 16 Reference Manual 01/08 .com Team Report – Boston Square The Boston Square Report graphs the current status of each component on one axis. To find a specific component.Turnaround-Network.

com Planning Component The user can "drill down" and identify the status on each major component by doubleclicking on the component text.Turnaround-Network. Individual Reports include: • Readiness Pyramid for each individual • High/Low Reports for each individual Compare Evaluations includes: • Compare Overall Readiness • Compare Turnaround Status • Compare Turnaround Alignment • Compare Turnaround High/Low © 2008 AP-Networks’ Proprietary All Rights Reserved 17 Reference Manual 01/08 .

Work Process Linking Guidelines provides the user with a link between the planning components of the Turnaround Readiness Pyramid and the planning and execution phases of the Turnaround Work Process. and the document will summarize the key activities for that component by planning and execution phase. Accessing • Log into www.Turnaround-Network.com • Select Tools from top menubar • Select Pyramid-Process Guidelines from left menubar © 2008 AP-Networks’ Proprietary All Rights Reserved 18 Reference Manual 01/08 .com Pyramid-Process Guidelines Features The Turnaround Pyramid . Select a Pyramid component.Turnaround-Network.

and operability).Turnaround-Network. safety.results indicate specific planning components to focus on and provides links to job-aids Accessing • Log into www. startup. schedule. the risk manager also highlights specific planning components to focus on in order to minimize the impact of these potential risks. cost.answer a series of questions about the turnaround in about 15 minutes • Self-assessment .Turnaround-Network.com Risk Manager The Risk Manager is a self-assessment tool that enables turnaround teams to assess the relative risk of their turnaround based on the characteristics.com • Select Tools from top menubar • Select Risk Manager from left menubar • Select "Begin Risk Analysis" © 2008 AP-Networks’ Proprietary All Rights Reserved 19 Reference Manual 01/08 .g. Features Some key features of the Risk Manager include: • Easy to use .no outside facilitators or consultants required • Analyze and close gaps . In addition to providing risks with specific outcome performances (e.

com • • • Answer the questions and select "Calculate Risk" View the Risk Profile View planning component results by selecting "Pyramid" © 2008 AP-Networks’ Proprietary All Rights Reserved 20 Reference Manual 01/08 .Turnaround-Network.

com Reports Risk Profile © 2008 AP-Networks’ Proprietary All Rights Reserved 21 Reference Manual 01/08 .Turnaround-Network.

Turnaround-Network.com Planning Components © 2008 AP-Networks’ Proprietary All Rights Reserved 22 Reference Manual 01/08 .

Within each phase there is a set of process steps (activities and deliverables) that have to be completed. planning. where available. Accessing • Log into www.Turnaround-Network. Job-aids and definitions are integrated into the phases and process steps.com • Select Process from top menubar • Select Turnaround Work Process from left menubar • Select a Phase from left menubar • Select Process Step or Phase Characteristic for more info • Select highlighted text for Glossary and Job-Aids © 2008 AP-Networks’ Proprietary All Rights Reserved 23 Reference Manual 01/08 . and predictable turnarounds. Our process is an electronic roadmap for achieving safe.com Process Turnaround Work Process Empower your team with our comprehensive world-class turnaround management process and associated job aids. Features The turnaround work process has eight phases and five phase reviews. through definition. and post turnaround activities. event-free. starting with setting objectives. execution.Turnaround-Network.

com Process Phase © 2008 AP-Networks’ Proprietary All Rights Reserved 24 Reference Manual 01/08 .Turnaround-Network.

com Process Step © 2008 AP-Networks’ Proprietary All Rights Reserved 25 Reference Manual 01/08 .Turnaround-Network.

com Job-Aids As part of the Turnaround Work Process. Features The types of job-aids include: • Checklists • Guidelines • Procedures • Report Templates Accessing • Log into www. These PDF documents are based on industry Best Practices and are intended to help turnaround managers and team members plan and execute the turnaround more efficiently. job-aids for key activities in the specific phases and process steps are available for users.Turnaround-Network.com • Select Process from top menubar • Select Job-Aids from left menubar Examples Bid Package Management List Capital Project Integration Checklist Capturing Lessons Learned Contractor Performance Evaluation Final Turnaround Execution Plan Guidelines Inspection Checklist Labor Hours Definition Lessons Learned Action Item List Milestone Schedule Checklist Post-Turnaround Questionnaire Pre-Shutdown Execution Plan Guidelines Preliminary Execution Plan Guidelines PreShutdown Planning Checklist Procedure Management List Procurement Management List Resource Management List Roles and Responsibilities Safety Plan Team Involvement Turnaround Accounting Rules Turnaround Execution Reporting Matrix Turnaround Meeting Guidelines Turnaround Reference Book Guidelines Worklist Challenge Session Work Breakdown Structure © 2008 AP-Networks’ Proprietary All Rights Reserved 26 Reference Manual 01/08 .Turnaround-Network.

• and duration since the last planned turnaround. or Low based on some high level characteristics.com Complexity Calculator Features Recognizing that different turnarounds have different levels of complexity. Medium.com categorizes the risk as High. Turnaround complexity is determined by the following characteristics: • percentage of engineered capital in the planned scope. Turnaround-Network.Turnaround-Network. Accessing • Log into www. • planned number of labor hours.Turnaround-Network.com • Select Process from top menubar • Select Complexity Calculator from left menubar © 2008 AP-Networks’ Proprietary All Rights Reserved 27 Reference Manual 01/08 .

com with publications related to turnaround management and maintenance from recent conferences through a collaborative arrangement. National Petrochemical and Refiners Association (NPRA) provides TurnaroundNetwork. Accessing • Log into www.com contains lists of articles and other reference material grouped by topic area.com • Select Reference from top menubar • Select a topic from left menubar • Select Abstract.Turnaround-Network. Text Document.com Reference Features The Reference section of Turnaround-Network.Turnaround-Network. or Presentation © 2008 AP-Networks’ Proprietary All Rights Reserved 28 Reference Manual 01/08 .

• Select “More Options” for profiles. • Select “Search Messages” for searching messages by key word or date. Features The home page of the Bulletin Board is divided into three (3) sections: • Left Navigation Tab Menu for quick access to common actions. and messages. including: • All messages • New messages • Text Window for reading and entering text and for viewing and changing options The messages on the Bulletin Board are organized as follows: © 2008 AP-Networks’ Proprietary All Rights Reserved 29 Reference Manual 01/08 . including: • Select "Home" for general information • Select “Post Message” for posting new messages (i.e.com allows users to network with professionals by posting topics and replying to messages. e-mailing. • Messages Menu for listing messages. creating topics) within conferences.Turnaround-Network.com Bulletin Board The Bulletin Board section of Turnaround-Network.

you gain access to two user groups: • Global – which can be accessed by all registered users within the network • “Group Name” – which can only be accessed by users registered with this group Accessing • Log into www.e.com. The Group Administrator creates the conferences within the Bulletin Board.Turnaround-Network.com • Select Bulletin Board from top menubar • Select "Global" or Company-specific board Common Actions How do I view a message? • Select a conference • Select a message within the conference • The original message and all replies will appear in the text window How do I post a message (i. Users can create topics within the conferences by posting a new message. • Topics are the next level message grouping within the Bulletin Board.Turnaround-Network. • Messages are posted and replied to within the topic area by the users. create a topic)? • Click on a conference in the Messages Menu so that a “-“ appears • Select “Post” from the Left Navigation Tab Menu • Enter topic • Click on appropriate options • Enter text • Select “Post” • Correct spelling errors • Select “Post” OR • Select “Post” from the top menu of the message within a conference and proceed as above OR • Select “Post new Topic” at the end of the last reply message of a topic and proceed as above How do I reply to a message? • View a message • Select “Reply” from the top menu of the message • Proceed with post a message as described above OR © 2008 AP-Networks’ Proprietary All Rights Reserved 30 Reference Manual 01/08 .com • Conferences are the highest-level message grouping within the Bulletin Board. As a registered user of Turnaround-Network.

com • View a message • Select “Reply to: ” at the end of the last reply message of a topic and proceed as above How do I search for a message? • Select “Search” from the Left Navigation Tab Menu • Complete information for “Key Word Search” or “Date Range Search”. if necessary • Select highlighted text with number of new messages in text window OR • Select New Messages from the Message Menu How do I view today’s messages? • Select “Search” from the Left Navigation Tab Menu • Select “Today’s Messages” within the text window OR • Select “More Options” from the Left Navigation Menu Bar • Select “Today’s Messages” within the text window How do I attach a file? • Post a message or reply to a message • Click the box for Attach file • Select “Post” at the bottom of the text window • Correct spelling errors • Select “Post” • Click “Browse” and select file • Select “Upload Now” How do I delete my posted message? • View a message • Select “Delete” from the top menu of the message Note: You can only delete messages you posted. as appropriate • Click “Search” within the text window • Select Topic text to view the message How do I view new messages? • Select “Home” from Left Navigation Menu Bar. not anyone else’s • Edit the message.Turnaround-Network. not anyone else’s • Select “Yes” How do I edit my posted message? • View a message • Select “Edit” from the top menu of the message Note: You can only edit messages you posted. as appropriate © 2008 AP-Networks’ Proprietary All Rights Reserved 31 Reference Manual 01/08 .

Turnaround-Network.com • • • Select “Post” Correct spelling errors Select “Post” How do I go to a different User Group? • Select “Bulletin Board” from standard tabs across the top • Select the appropriate User Group How do I mark messages as read? • Select “More Options” from the Left Navigation Menu Bar • Select “Mark All Read” within the text window © 2008 AP-Networks’ Proprietary All Rights Reserved 32 Reference Manual 01/08 .

com home page. An email can be sent to Technical Support. These are accessible from the top right tabs of the respective sections. Glossary is available to define commonly used terms within Turnaround-Network.com Help and Support Frequently Asked Questions are available to answer common questions new users may have about the Turnaround-Network. These are accessible by selecting the highlighted text within the appropriate section or from the left tab of the Turnaround-Network.com and Help for Readiness Pyramid.com. Help is available in two sections: Help for Turnaround-Network. Support is available through both email and telephone. Telephone technical support is also available Monday – Friday at (240) 683-1001 from 9:00 AM to 5:00 PM EST. which will be responded to by a technical specialist within 24 hours. These are accessible from the left tab on the login page and Turnaround-Network.com.com home page. © 2008 AP-Networks’ Proprietary All Rights Reserved 33 Reference Manual 01/08 .Turnaround-Network.

In addition. In addition. and quotations to support the estimate.com Appendix A: Glossary Asset Improvement Plans Asset Improvement Plans are deliverables from the Long Range Strategy Phase of the work process. Also. Maintenance Capital. the authorization cost estimate is prepared with a level of accuracy of +/. Capital Projects-Integration Capital Projects should be integrated with the Maintenance activities with the same Planning and Scheduling methods.15 percent. as appropriate. Sub-Component Analysis: Capital Projects .Pyramid Component Linkage Capital Projects-Engineering Packages The Engineering Packages should be tracked during the Turnaround planning phases as being in-process. Also. in review. indirect labor.Integration Capital Projects Job Aids: Capital Projects Integration Checklist Turnaround Work Process .Turnaround-Network. The plans should include both a Long Term Strategy and a Definitive Two Year Plan Authorization Cost Estimate A deliverable of the Detailed Planning Phase. there should be seamless coordination with Maintenance. and Engineered Capital as major categories. It is also beneficial that the same management team that manages the Turnaround effort direct the capital effort during the period immediately before and during the Turnaround window.Engineering Packages Capital Projects . Capital Projects Capital Projects are typically performed during the Turnaround of a Process Plant. the direct labor. the priority of the capital projects should also be clearly communicated. Developed by cross-disciplined teams and based on economic analysis. the ownership of the engineering packages should be clearly defined. these plans provide the basis for improving the performance of the asset. Capital Projects-Team The Capital Projects representatives should be integrated into the Turnaround Team. or released. In addition.Team Capital Projects . Capital Project Portfolio © 2008 AP-Networks’ Proprietary All Rights Reserved 34 Reference Manual 01/08 . and materials for each major category should also be included in the estimate. The estimate should include Expense. records. there should be detailed calculations. as appropriate. or better.

The estimate should include Expense. The accuracy of the estimate should be about +/. Sub-Component Analysis: Contingency Planning . Contingency Planning During this phase all potential risks that threaten the turnaround execution goals are assessed on a basis of Likelihood and Consequence of Occurrence. and this component relates to the owner's contracting strategy and process for selecting contractors. payback. and Engineered Capital as major categories. indirect labor.Sub-Components Contingency Planning Job Aids: Turnaround Work Process . the direct labor. and materials for each major category should also be included in the estimate. Comprehensive Report A Comprehensive Report of the turnaround is a deliverable of the Post-Turnaround Phase.Pyramid Component Linkage Contractors Contractors play a critical role in the planning and execution of a Turnaround.com The capital project portfolio is a prioritized list of capital projects and plant modifications that clearly defines the specific value. This report captures all the planning and execution activities and can be used to capture lessons learned for future turnarounds of the same or similar processes. Communications The appropriate communication of turnaround goals and progress to achieving these goals is essential to the success of Turnaround. Also. Communication between shifts and units that must be worked together are also important. Conceptual Cost Estimate A Conceptual Cost Estimate is a deliverable of the Concept Phase.Sub-Components Communications Job Aids: Turnaround Meeting Guidelines Turnaround Work Process . and prioritization of each project. For all high risk items contingency plans to appropriately deal with the risk should be established.30 percent. this work includes all capital and expense activities planned and executed. as well any additional activities added to the scope of work.Pyramid Component Linkage Completed Turnaround Work A deliverable of the Turnaround Execution Phase. Sub-Component Analysis: © 2008 AP-Networks’ Proprietary All Rights Reserved 35 Reference Manual 01/08 .Turnaround-Network. Sub-Component Analysis: Communications . Maintenance Capital. Daily and weekly meetings to establish priorities and resolve issues must be well planned and disciplined to be effective.

and reasons for scheduled. percent completed. an organization would have both a rolling 13 week schedule process and a rolling 4 week schedule reviews and freeze. not scheduled. Contractors-Contracting Strategy The planning element includes the strategy to perform the work includes how the contracts should be structured and what type of contractors.Contracting Strategy Contractors Job Aids: Contractor Bid Package Management List Contractor Performance Evaluation Turnaround Work Process . Cost Estimating The cost estimating process is performed sequentially with more precise definitive estimates available when the detail planning is complete. Sub-Component Analysis: Cost Estimating .Pyramid Component Linkage Contractors-Contractor Selection The process for selecting contractors relates to the effectiveness of the selection criteria and the timeliness of the strategy and selection. Consideration should also be given to the utilization of incentive contracts. If the completion of any activity is delayed.Pyramid Component Linkage Critical Path Schedule A Critical Path Schedule is a deliverable of the Definition Phase and establishes a schedule of key planned work. This sequence of critical work activities is called the "critical path.Turnaround-Network. indirect and overhead costs. Typically.Sub-Components Cost Estimating Job Aids: Turnaround Accounting Rules Turnaround Work Process . schedule compliance. the completion of the turnaround will also be delayed. The schedule is based on the longest sequence of essential worklist activities that determines the minimum time a turnaround can be completed. Typically metrics include percent backlog by system. Typically the type of work scope must be compatible with type of contractor and the appropriate contract form that is established. with a work-week manager.com Contractors . A good estimating method permits cost tracking and control and financial projections once the work initiates. Typically the cost is categorized into direct. Detailed Planning © 2008 AP-Networks’ Proprietary All Rights Reserved 36 Reference Manual 01/08 . by category." Daily Routine Maintenance Maintenance performed on operating equipment on a day-to-day basis. each of these cost is tracked as part of the overall cost control effort. specialty or general are most effective. not completed work.Contractor Selection Contractors .

including Shutdown. equipment and materials. reviewed and validated by operational planning representatives. procedures tools. and tagout Inspection activities I&E activities Predictive.Sub-Components © 2008 AP-Networks’ Proprietary All Rights Reserved 37 Reference Manual 01/08 . Job Walk downs with contractors are also performed during this phase of the planning process. drawings. and training plans for contract and owner personnel. cleanup.Pyramid Component Linkage Detailed Pre-Shutdown Schedule A deliverable of the Pre-Shutdown Planning Phase. the detailed schedule should integrate all the capital and expense activities for the turnaround execution phase. Sub-Component Analysis: Detailed Planning . training. and percent work completion during the turnaround execution.g. scaffolding etc. such issues as the handling of mischarges and monitoring fieldwork progress are also identified. Detailed Turnaround Schedule A deliverable of the Detailed Planning Phase. and fieldwork activities for the pre-shutdown phase.com During this phase of the Planning Process the work scope is broken down into job packages which provide all the information to perform the work in the field including trade allocation.Sub-Components Detailed Planning Job Aids: Final Turnaround Execution Plan Guidelines Turnaround Work Process . the detailed schedule should integrate all the mobilization. preventative & corrective maintenance activities Capital project work Field support e.Turnaround-Network. It should also include the coordination of mobilization. QA/QC points Testing Startup Production ramp up Execution Control This phase of the planning process is related to the methods for controlling cost. Sub-Component Analysis: Execution Control . In Detailed planning materials required to perform the work are usually requisitioned and allocated. schedule. including Tagout/lockout activities Permits Support activities Schedule of heavy machinery The Pre-Shutdown Schedule should be integrated with the daily schedule and the turnaround schedule. Typically plant shutdown and startup sequences and procedures are developed. In addition.

resource availability. Operations. Engineered Capital Projects. etc. Inspections.Pyramid Component Linkage Frozen Worklists Frozen Worklists are deliverables of the Definition Phase.com Execution Control Job Aids: Turnaround Execution Reporting Matrix Turnaround Work Process . The lists should be created during the Definition Phase in order to understand the magnitude of each planning component. It is necessary that the Inspections findings from previous Turnarounds and any in-process inspections be accommodated in the work scope. Inspections This key functional group typically provides a large portion of the Turnaround scope. For more information. new procedures.Turnaround-Network. see the Risk Manager Tool within the Tools section.g. High Potential Risk Areas Certain inherent characteristics of turnarounds can lead to high potential risks. The utilization of Risked Based Inspection techniques to establish the Inspection scope is being increasingly used by many organizations to effectively focus the Inspection effort. After issuing the Frozen Worklists. Reliability Engineering. The worklist should be frozen only after getting the input of key functions (e. and include both the Turnaround Worklist and the Pre-Shutdown Worklist.) and after going through a challenge session to optimize the scope. commercially unproven technology. Sub-Component Analysis: Inspections . and used to track progress during the other planning phases.Sub-Components Inspection Job Aids: Inspections Checklist Turnaround Work Process .Pyramid Component Linkage Key Management Lists Key Management Lists are deliverables of the Definition Phase and are used to help manage key planning aspects at the turnaround manager level. During the Turnaround a key reliability process to assure mechanical integrity is an inspection plan to find any issues. Some of the areas include: percent of engineered capital within the scope. which must be addressed. Examples of key management lists include: Procurement Management List Bid Packages Management List Resource Management List Procedure Management List Lessons Learned Action Item List Lessons Learned © 2008 AP-Networks’ Proprietary All Rights Reserved 38 Reference Manual 01/08 . the turnaround team should initiate a documented scope control process. etc. number of field workers. Maintenance.

Contracts with all execution contractors and shops for component overhaul area also completed. schedule. cost. Sub-Component Analysis: Lessons Learned . On-spec Production © 2008 AP-Networks’ Proprietary All Rights Reserved 39 Reference Manual 01/08 .Pyramid Component Linkage Objectives Letter The Turnaround Objectives Letter is a deliverable of the Concept Phase.Pyramid Component Linkage Long Range Plan Long range planning is the process for establishing Turnarounds based on Reliability Issues. Effective Long Range Planning permits sound management of Capital Projects together with Operational and Reliability Issues and permits an organization to better allocate its Human and financial resources. and timing. Key part of this process is to understand previously encountered issues with improvement action items assigned to individuals with deadline dates for completion.Sub-Components Lessons Learned Job Aids: Capturing Lessons Learned Lessons Learned Action Item List Post-Turnaround Questionnaire Turnaround Work Process . safety awareness. critical requirements. Sub-Component Analysis: Long Range Plan . Typically this should be projected for two to three Turnaround cycles. rationale.Turnaround-Network. list of major scope items. and Economic Decision Models. Capital Planning.Pyramid Component Linkage Loss of Production The contribution to financial profits (contribution to margins) of the value of the product(s) that would have been normally manufactured during the turnaround period if the turnaround was not to commence. Sub-Component Analysis: Materials Management . work list criteria.Sub-Components Long Range Plan Job Aids: Turnaround Work Process .Sub-Components Materials Management Job Aids: Procurement Management List Turnaround Work Process . Materials Management During this Phase Materials are ordered and / or allocated and usually by equipment or project number with the computerized maintenance system.com A systematic study of critiques of previous Turnarounds and large capital projects is an important element in the preparation for a successful Turnaround. The Turnaround Team can effectively communicate to the organization the goals. At this phase the plan to control and distribute and stage the material is established.

com As a deliverable of the startup phase. this work includes all the mobilization. Pre-Shutdown Work Plans Work plans are deliverables of the Pre-shutdown Planning Phase at the appropriate level of detail and reflect a segment. grouping. Sub-Component Analysis: Pre-Shutdown Planning . The work plans contains all the necessary instructions. as appropriate. bills of materials. Sub-Component Analysis: Planning Practices . training and fieldwork activities (both capital and expense). Pre-Shutdown Planning All work scope opportunities which can be performed before the Turnaround should be planned and scheduled. Sub-Component Analysis: © 2008 AP-Networks’ Proprietary All Rights Reserved 40 Reference Manual 01/08 .Pyramid Component Linkage Pre-Shutdown Work A deliverable of the Pre-shutdown phase.Sub-Components Planning Practices Job Aids: Preliminary Execution Plan Guidelines Turnaround Work Process . drawings.Pyramid Component Linkage Work Breakdown Structure Post-Turnaround Worklist The list of items identified after the completion of the Turnaround Execution Phase that still need to be completed after the turnaround is completed.Sub-Components Pre-Shutdown Planning Job Aids: Pre-Shutdown Execution Plan Guidelines Pre-Shutdown Planning Checklist Turnaround Work Process . plant shutdown and startup sequencing is often performed in this preparatory phase of the Turnaround Process. Planning Practices Planning is the process of analyzing the work scope to determine how it most effectively could be performed in the field. Appropriate manpower planning should be completed and used as an opportunity to mobilize and train the turnaround work force.Turnaround-Network. In addition. Procedure Status Comprehensive review and revision of all procedures anticipated to be used during the Turnaround should be performed. ownership of process equipment is transferred back from the turnaround team to operations and the plant is at steady-state operations when it produces saleable on-spec product. procedures. which are identified. This phase includes the establishment of training packages for any new or revised procedures. or portion of work. The Planning Process considers logistical issues to optimize the work and to assure that all advanced preparations are complete.

and execution). The requirements should be broken down by phase (e.Pyramid Component Linkage Readiness Assessment At multiple points prior to the Turnaround start date. It is recommended that this assessment be performed by the Turnaround Team and by an outsider with turnaround experience to act as independent review of the readiness.com Procedure Status . Logistical issues and shift schedules are also addressed during this phase of the process. RBI is both a qualitative and quantitative process for systematically combining both the likelihood of failure and the consequence of failure. a Readiness assessment should be performed.Sub-Components Resource Planning Job Aids: Resource Management List Turnaround Work Process . During this phase job level © 2008 AP-Networks’ Proprietary All Rights Reserved 41 Reference Manual 01/08 . This process will uncover prioritized areas of concern that should be addressed in a short time frame.Pyramid Component Linkage Resource Planning Resource Planning involves the determination of skilled craft requirements and the staffing needs of the Turnaround management organization.Pyramid Component Linkage Resource Requirements Resource requirements are a deliverable of the Concept Phase.g. owner or contractor). pre-shutdown. From that list.g. Sub-Component Analysis: Readiness Assessment . and by type (e. Safety Planning Planning is an essential tool to obtain excellent safety performance in the Turnaround. by function (e. Risk Based Inspection Risk-based inspection (RBI) is an integrated methodology that factors risk into inspection and maintenance decision making.Turnaround-Network. definition detailed planning. Sub-Component Analysis: Resource Planning . This involves the development of site wide safety guidelines and training requirements and training packages for the workers to be brought on site. which should be updated for each phase during the Turnaround Planning and Execution. engineering support and field construction). to establish a prioritized list of total risk.Sub-Components Readiness Assessment Job Aids: Turnaround Work Process .Sub-Components Procedure Status Job Aids: Procedure Management List Turnaround Work Process . the RBI user has the opportunity to design an inspection program that manages (reduces or maintains) the risk of equipment failures.g.

Prioritization. must be able to be progressed in the field to establish proper control of the workflow. and capital projects. Sub-Component Analysis: Scope of Work .Pyramid Component Linkage Scope Control Process A documented and rigorous approval process initiated after the Scope Freeze Date that any additional worklist item submitted must go through before being added to the worklist. Scope Freeze Date Scope freeze date is the date at which the final worklist is established. Projects or jobs added to the worklist after this date should have a more rigorous approval process and are categorized separately (e.Sub-Components Safety Planning Job Aids: Safety Plan Turnaround Work Process . For a large Turnaround the scheduling is typically performed with a computerized Scheduling Program that allows " What If " type analysis. add-on work).g. inspections. which is developed.com safety analysis is performed to establish appropriate safety procedures such as LockOut / Tag.Scope Analysis. Prioritization & Evaluation Scope of Work .Pyramid Component Linkage Worklist Challenge Process Scope of Work-Analysis. Sub-Component Analysis: Scheduling Practices .Pyramid Component Linkage Scheduling Practices The Process to sequence the work in the most effective manner is part of the scheduling phase of the work process..Sub-Components Scheduling Practices Job Aids: Labor Hours Definition Milestone Schedule Checklist Turnaround Work Process . & Evaluation © 2008 AP-Networks’ Proprietary All Rights Reserved 42 Reference Manual 01/08 .Scope Development Scope of Work .Turnaround-Network. This date typically marks the end of the Definition Phase and results in a Frozen Worklist. During this phase the critical path and the manpower resources required to perform the work are typically determined. execution. Sub-Component Analysis: Safety Planning . and startup phases.Scope Growth Control Scope of Work Job Aids: Turnaround Work Process .Out and Personal Protective Equipment are determined. including maintenance. Scope of Work The scope of work for the turnaround refers to all the activities which need to be planned and executed during the shutdown. The schedule. The scope includes all types of activities.

etc. Sub-Component Analysis: Training . This involves site specific safely training for all the workers as they are mobilized on site. Operational and Maintenance training for new equipment or processes is also completed during this phase of the preparation process. but should be stakeholders that are knowledgeable with the turnaround process and its key deliverables. and timing in order for the turnaround to be viewed as successful. © 2008 AP-Networks’ Proprietary All Rights Reserved 43 Reference Manual 01/08 . Turnaround Steering Committee The Turnaround Steering Committee is a cross-functional team with the ability to enable the turnaround team by removing barriers. They are meant to capture the primary goals and outcomes of the turnaround. Turnaround Performance Metrics Key performance metrics related to the turnaround outcomes (safety. Scope of Work-Scope Growth Control After the scope is frozen a structured rigorous process to add or delete work is required to control and account for any changes to the total work effort. Integration of all work activities in one comprehensive scope document is believed to be essential.Pyramid Component Linkage Turnaround Goals Turnaround goals are deliverables from the Long Range Strategy Phase of the work process. percent add-on work.com After developing the scope of work. schedule. actual freeze date versus planned. Scope of Work-Scope Development A systematic disciplined approach to gathering the work scope and preparing the final scope document is a critical activity that must be performed early in the conceptual planning phase of the Turnaround. providing appropriate resources. and empowering the team to succeed. including the general scope. as well as some of the practices (e. and operability). cost.Sub-Components Training Job Aids: Turnaround Reference Booklet Guidelines Turnaround Work Process .g.) Turnaround Start Date The turnaround start date is the date when the process shutdown begins. cost.Turnaround-Network. this refers to the commitment by the turnaround team to plan a minimum scope of work and establish a process for analyzing and scrutinizing the scope of work. This date also marks the beginning of the shutdown phase within the Turnaround Execution. They will not be involved in the day-to-day details of the planning and execution of the turnaround. Training A Training Plan for all necessary training including how and who will perform the Training is established.

and the empowerment of the team members. Team Building to build alignment among the team members on key issues is essential to successful Turnaround execution. Turnaround Team-Organization The organization influences the Turnaround Team. It is important that the team members clearly understand their Roles and Responsibilities and work in an effective manner. or portion of work. materials. Turnaround Work Plans Work plans are deliverables of the Detailed Planning Phase at the appropriate level of detail and reflect a segment. procedures. especially with respect to the level of senior management support.g.Building Process Turnaround Team . as well as the defining of roles and responsibilities.Leadership & Composition Turnaround Team . The work plans contains all the necessary instructions.Turnaround-Network. Worklist Criteria The criteria used to prioritize worklist items in order to optimize the scope of work e. Setting aggressive team goals with consistent performance feedback is an important aspect of the team process.com Turnaround Team The Management of a Turnaround from conceptual stage to completion is a team effort. work that cannot be performed while the unit is running or is economically unattractive to do so.Pyramid Component Linkage Turnaround Team-Building Process The team building process relates to whether formal team building activities are part of the planning process. Safety or Environmental Requirement Inspection Requirement Profitability Item Compelling Operating or Mechanical Need © 2008 AP-Networks’ Proprietary All Rights Reserved 44 Reference Manual 01/08 . grouping. the alignment of the Turnaround team members. the responsibility for the outcome of the turnaround. as appropriate. and the effectiveness of feedback from the leadership team. Sub-Component Analysis: Turnaround Team .Organization Turnaround Team Job Aids: Roles and Responsibilities Team Involvement Turnaround Work Process . Turnaround Team-Leadership & Composition The leadership and composition of the Turnaround Team relates to the selection and participation of team members.

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