Shutdown Work Checklist Category 3 - 3.1 To 3. 4

PMPT TASC TURNAROUND MANAGEMENT SYSTEM CHECKLIST
Shutdown Work List Generation "Management" Checklist

Category 3 Section 1 Sub ITEM No. Checklist Item
Shutdown Work List
Checklist
Shutdown Work List
Generation Checklist
3.1 3.1.1 Does the turnaround master milestone schedule include a target date for the submission
of the following shutdown work request lists; should be 90 to 120 days after the just
completed shutdown
3.1 3.1.2 A list of scheduled work that was deferred from the last shutdown is provided to the
incoming turnaround team at the formal turnaround turnover meeting
3.1 3.1.3 A list of scheduled but cancelled work from the last shutdown is provided to the
3.1 3.1.4 Were all shutdown work requests since the Operations plant start up given to the
3.1 3.1.5 Has all scheduled but deferred work received a review by the turnaround team to
familiarize themselves with the amount and type of work
3.1 3.1.6 Has all scheduled but cancelled work been reviewed by the turnaround team to see if it
should be reinstated on the next shutdown work list
3.1 3.1.7 Have all new work submissions since the plant start up gone through the full submission
and review process by the incoming turnaround team
3.1 3.1.8 Does the incoming turnaround team have a designated person for receiving and
maintaining the dynamic shutdown work list
3.1 3.1.9 Quality Assurance (QA): Work due to corporate or jurisdictional regulatory authority of
inspecting plant assets at predetermined intervals (API 510 code – vessel inspection,
pressure relieving devices)
3.1 3.1.10 QA: Plant asset inspection with predetermined inspection intervals that requires a non-
operating plant for non destructive testing (NDE) with an on-site specialty contractor due
next shutdown
3.1 3.1.11 QA: Work due to the external inspection of plant assets such as piping system replace in
kind (RIK) usually predetermined by corrosion rate analysis
3.1 3.1.12 QA: Work due to the internal inspection of plant assets and corrosion rate analysis that
indicate will require repair, replacement or follow up inspection during the next plant
shutdown
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3.1 3.1.13 QA and Engineering: ‘Found’ work due to inspection, having had a risk base assessment
by Maintenance Engineering and supported by Quality Assurance, Operations and senior
management
3.1 3.1.14 Maintenance: Work that is required by the Insurance Underwriters on a plant asset and
the plant must be shutdown
3.1 3.1.15 Maintenance: Work that is required to maintain warranty on a plant asset and the plant
must be shutdown
3.1 3.1.16 Maintenance: Routine maintenance work on plant assets that requires a non‑operating
plant such as major mechanical units or major electrical systems
3.1 3.1.17 Maintenance: Hot work that cannot be completed due to potential volatility of
combustion that requires a non-operating plant such as welding in the plant unit
3.1 3.1.18 Engineering: Scheduled long lead work to de-bottleneck the process
3.1 3.1.19 Engineering: Scheduled long lead work for the replacement of mechanical, electrical or
instrumentation plant assets
3.1 3.1.20 Engineering: Scheduled long lead upgrade of technology by mechanical,
electrical/instrumentation, process control (computer) or environmental (HSE) that
requires a non-operating plant to install
3.1 3.1.21 Engineering: Work requested by design/project engineering to upgrade the plant facility
such as safety issues
3.1 3.1.22 Engineering: Work requested by design/project engineering to upgrade the plant
process system such as expansion
3.1 3.1.23 Engineering: Work requested by design/project engineering for expansion tie-ins due to
anticipated future upgrades to the plant systems
3.1 3.1.24 Operations: Anticipated work for catalyst change out or other process systems that need
internal media change
3.1 3.1.25 Operations: Work requested due to process integrity loss through the plant facility life
cycle
3.1 3.1.26 Operations: Anticipated work based on the history of process fouling, both internal and
external to the process
3.1 3.1.27 Other: Work requiring a plant shutdown due to breakage, unanticipated process wear or
wish lists that is collected between the formal turnover meeting and the work list cut-off
date to be added to the shutdown work submission list for review by the turnaround
team
3.1 3.1.28 Work is submitted on a shutdown work request form (see Shutdown Work Request
Checklist) and reviewed by the turnaround team (Turnaround Team Work Request
Review Checklist), and if accepted prior to the work list cut-off date, is sent to the
planner for work package preparation

3.1 3.1.29 After the work list cut-off date, shutdown work request submissions to be added to or
deleted from the shutdown work list also requires senior management review due to the
impact on budget and potential impact on schedule
3.1 3.1.30 Are there archived master technical files for plant asset shutdown work, that is repetitive
during the life cycle of the plant facility (see Master Technical File (Work Package)
Checklist
3.1 3.1.31 Has the turnaround team reviewed the shutdown work lists generated from the
turnaround support plans
3.1 3.1.32 Are there master turnaround support plan files archived from previous plant facility
turnarounds

Estimated Actual
Task Required Person Completion Completion
Yes/No Responsible Date Date
Additional Comments


These work tasks and activities will normally be scheduled

pre/post shutdown. The turnaround team needs to review
and approve this work. It is then sent to the planner for
work package development

Shutdown Work Request "Procedure" Checklist

Category 3 Section 2 Sub ITEM No. Checklist Item
Shutdown Work List
Checklist
Shutdown Work Request

Procedure Checklist
3.2 3.2.1 Is there a standardized form for generating a shutdown work request (see Shutdown
Work Request Checklist)
3.2 3.2.2 Was this shutdown work request form approved by the current turnaround team
members
3.2 3.2.3 Is a turnaround team member delegated the responsibility of receiving and tracking the
shutdown work requests
3.2 3.2.4 Is this shutdown work request form available to the organization
3.2 3.2.5 Has the submitted shutdown work request form been completed correctly
3.2 3.2.6 Was the shutdown work request received before the shutdown work list cut-off date
3.2 3.2.7 Has the turnaround team reviewed the shutdown work request (see Turnaround Team
Work Request Review Checklist)
3.2 3.2.8 Is the submitted shutdown work request a recognized shutdown outage requirement
such as internal tower inspection or process fouling
3.2 3.2.9 Has a priority been assessed to the submitted shutdown work request
3.2 3.2.10 Does the shutdown work request provide enough detail for the turnaround team to make
a decision on adding it to the master shutdown work request list; if yes, then send to the
shutdown planner
3.2 3.2.11 Should this shutdown work request be sent to Maintenance or Engineering for alternative
work scope procedure
3.2 3.2.12 Can this shutdown work request submission be completed as part of regular maintenance
with the plant on line; if yes, then send to the maintenance planner
3.2 3.2.13 Does this shutdown work request require a full, partial or opportunity outage for the
work to be completed (see Shutdown Work List Generation Checklist for many types that
will)
3.2 3.2.14 Has a turnaround team member been delegated the responsibility of tracking the master
shutdown work list
3.2 3.2.15 Was the accepted shutdown work request added to the master shutdown work list

3.2 3.2.16 Was an acknowledgement sent to the shutdown work request submitter
3.2 3.2.17 Has the planner received the submitted and approved plant asset shutdown work request
3.2 3.2.18 Is there a maximum received/completion lag time for the planner to complete the plant
asset shutdown initial work package development for quantity and/or time before other
resources may need to be added
3.2 3.2.19 Is this maximum received/completion lag time review on the master milestone schedule
for the plant asset initial work package development
3.2 3.2.20 Is this maximum received/completion lag time acceptable to the planner and the
turnaround team for the plant asset initial work package development
3.2 3.2.21 Is there a plant asset master technical file associated with this accepted shutdown work
request
3.2 3.2.22 Is the plant asset master technical file up to date with the last shutdown information
3.2 3.2.23 Did the master technical file reduce the plant asset work package development time
3.2 3.2.24 Is the plant asset shutdown master initial work package completed and ready for a
turnaround team review
3.2 3.2.25 Has the turnaround team received the plant asset shutdown initial master work package
3.2 3.2.26 Has each turnaround team member reviewed and commented on the plant asset
shutdown master initial work package
3.2 3.2.27 Has each turnaround team member signed off on the plant asset shutdown master initial
work package review
3.2 3.2.28 Was the plant asset shutdown master initial work package review returned to the planner
for the plant asset shutdown master final work package development
3.2 3.2.29 Has the planner received the turnaround team review and comments regarding the plant
asset shutdown master initial work package
3.2 3.2.30 Has the planner completed the plant asset shutdown final master work package
3.2 3.2.31 Has the plant asset final master work package been received by the turnaround team
3.2 3.2.32 Has the turnaround team reviewed the plant asset final master work package
3.2 3.2.33 Has the turnaround team accepted the plant asset final master work package
3.2 3.2.34 Is there a maximum received/completion lag time for the planner to complete the plant
asset shutdown final master work package for quantity and/or time before other
resources may need to be added
3.2 3.2.35 Is this maximum planner received/completion lag time review on the turnaround master
milestone schedule for the plant asset final work package development

3.2 3.2.36 Is this maximum planner received/completion lag time acceptable by the planner and
turnaround team for the plant asset final work package development
3.2 3.2.37 Has the turnaround team sent the accepted plant asset final master work package back to
the planner for development of sub work packages
3.2 3.2.38 Has the turnaround team sent the accepted plant asset final master work package to the
scheduler to start loading time commitments and resource needs
3.2 3.2.39 Are the shutdown support plans work request final receiving dates added to the
turnaround master milestone schedule
3.2 3.2.40 Were the shutdown support plan work requests received by the turnaround team before
the work list cut-off date
3.2 3.2.41 Have the shutdown support plan work requests been reviewed by the turnaround team
3.2 3.2.42 Has the turnaround team accepted the shutdown support plan work requests
3.2 3.2.43 Has the turnaround team forwarded the shutdown support plans to the planner for
shutdown support plan initial master work package development
3.2 3.2.44 Has the planner received the turnaround team shutdown support plans from the
turnaround team
3.2 3.2.45 Is there a maximum received/completion lag time for the planner to complete the
shutdown support plan initial master work packages
milestone schedule for the shutdown support plan initial master work package
development
3.2 3.2.47 Is this maximum planner received/completion lag time acceptable by the planner and
turnaround team for the shutdown support plan initial master work package
development
3.2 3.2.48 Are there previous shutdown support plan work package files that the planner can access
3.2 3.2.49 Is the completion of shutdown support plan initial master work packages included on the
3.2 3.2.50 Has the planner sent the shutdown support plan initial master work packages to the
turnaround team for review
3.2 3.2.51 Is the turnaround team shutdown support plan initial master work package review on the
3.2 3.2.52 Has the turnaround team reviewed, commented and accepted the shutdown support
plan initial master work packages
3.2 3.2.53 Has the turnaround team forwarded the support plans to the planner for support plan
final master work package development
3.2 3.2.54 Has the planner received the turnaround team accepted initial shutdown support plans
from the turnaround team

3.2 3.2.55 Is there a received/completion lag time for the planner to complete the shutdown
support plan final master work package
milestone schedule for the shutdown support plan final master work package
development
3.2 3.2.57 Is this maximum received/completion lag time acceptable by the planner and turnaround
team for the shutdown support plan final master work package development
3.2 3.2.58 Are there archived shutdown support plan final master work package files that the
planner can access
3.2 3.2.59 Is the completion of shutdown support plan final master work packages included on the
3.2 3.2.60 Has the planner sent the shutdown support plan final master work packages to the
turnaround team for review
3.2 3.2.61 Has the turnaround team reviewed, commented and accepted the shutdown support
plan final master work packages
3.2 3.2.62 Is the turnaround team shutdown support plan final master work packages review on the
3.2 3.2.63 The turnaround team sends the accepted shutdown support plan final master work
packages to the planner for development of sub work packages
3.2 3.2.64 The turnaround team sends the accepted shutdown support plan final master work
packages to the scheduler to start loading time commitments and resource needs
3.2 3.2.65 Has the plant asset/support plan work list cut-off date been added to the turnaround
master milestone schedule
3.2 3.2.66 Is the turnaround team final work package approval date later than the work list cut-off
date to allow for work package development time
3.2 3.2.67 Is the turnaround team final work package approval included in the turnaround master
milestone schedule
3.2 3.2.68 Has the control budget final development been added to the turnaround master
milestone schedule
3.2 3.2.69 Has the control budget been developed
3.2 3.2.70 Has the control budget been presented by the Turnaround Manager to senior
management
3.2 3.2.71 Has senior management approved the control budget
3.2 3.2.72 Are the plant asset shutdown work packages ready for contractor bid package
development
3.2 3.2.73 Are the shutdown support plan work packages ready for contractor bid package
development

3.2 3.2.74 Is the contractor bid package development completion on the turnaround master
milestone schedule
3.2 3.2.75 Are there plant asset/support plan work requests submitted to the turnaround team after
the work list cut-off date
3.2 3.2.76 Are there plant asset/support plan work request deletions or modifications submitted to
the turnaround team after the work list cut-off date
3.2 3.2.77 Does the original decision making process to determine if the work request is required
work during a plant outage also include an Engineering risk based assessment
3.2 3.2.78 Does the original decision making process updated by the turnaround team to determine
if the work request can be deleted or modified also include an Engineering risk based
assessment
3.2 3.2.79 Has the Turnaround Manager requested senior management involvement to review
required shutdown work after the work list cut-off date
3.2 3.2.80 Has senior management accepted this involvement
3.2 3.2.81 Has senior management delegated this responsibility
3.2 3.2.82 Have new work, cancellations or work package modifications been approved by senior
management
3.2 3.2.83 Have new work, cancellations or work package modifications to either the plant assets or
support plans caused changes to the shutdown master execution schedule
3.2 3.2.84 Have new work, cancellations or work package modifications to either the plant assets or
support plans caused changes to the control budget
3.2 3.2.85 Have new work, cancellations or work package modifications been forwarded to the
planner to change the plant asset shutdown master work package and the associated sub
packages
3.2 3.2.86 Have new work, cancellations or work package modifications been forwarded to the
planner to change the support plan shutdown master work package and associated sub
packages
3.2 3.2.87 Has the scheduler made changes to the shutdown master execution schedule regarding
new work, cancellations or modifications of the plant asset or support plan work
packages
3.2 3.2.88 Has the control budget been updated regarding the new work, cancellations and
modifications
3.2 3.2.89 Has senior management approved the shutdown master execution schedule changes
3.2 3.2.90 Has senior management approved the changes to the control budget
3.2 3.2.91 Has the shutdown master work list been updated

Task Estimated Actual

Required Person Completion Completion
Yes/No Responsible Date Date
Additional Comments

Work package development from a previously

developed master technical file is approximately 5% of
the original time commitment


To update previously created support plans is

approximately 2% of the original time commitment


Shutdown Work Request "Submission" Checklist

Task Estimated Actual
Required Person Completion Completion
Responsible
Category 3 Section 3 Sub ITEM No. Checklist Item Additional Comments
Yes/No Date Date
Shutdown Work List
Checklist
Shutdown Work
Request
Submission
Checklist
Is the name of the person submitting the request on the shutdown work request
3.3 3.3.1 submission form
3.3 3.3.2 Is the requestor’s contact information provided: phone, fax, e-mail, cell
3.3 3.3.3 The person submitting the request: operating unit/trade, submission location
3.3 3.3.4 The date of the request
3.3 3.3.5 Who was the original request being sent to
3.3 3.3.6 How was the request originally sent: written, digital, fax, scan/e-mail
3.3 3.3.7 What plant asset or tag number is the shutdown work request for
3.3 3.3.8 Was a drawing, P&ID or sketch attached by the requester
For piping, was an isometric drawing, sketch or other location detail attached to the
3.3 3.3.9 request
3.3 3.3.10 Did the shutdown work request provide a detailed description
3.3 3.3.11 What is the priority of the shutdown work request
3.3 3.3.12 What is the history of the shutdown work request: did it break, wear out, mystery
3.3 3.3.13 Has this shutdown work request been sent before and when
Has the turnaround team recognized this as a duplicate request from two separate
3.3 3.3.14 operating teams
3.3 3.3.15 Could the requester suggest a repair procedure for this shutdown work request
Is there any way this shutdown work request can be completed without shutting the plant
3.3 3.3.16 down; if not, provide explanation why not
3.3 3.3.17 Can this shutdown work request be completed with only a partial plant outage
3.3 3.3.18 Can the shutdown work request be completed during an outage of opportunity
If a shutdown work request submission form was generated, was the work list cut‑off date
3.3 3.3.19 on it
If a shutdown work request submission form was generated, does it include the contact
information of the turnaround team member delegated the responsibility of receiving
3.3 3.3.20 shutdown work requests

Turnaround Team Work Request "Review" Checklist

Task Person Estimated Actual
Required Responsible Completion Completion
Category 3 Section 4 Sub ITEM No. Checklist Item Additional Comments Yes/No Date Date
Shutdown Work List
Checklist
Turnaround Team
Work Request Review
Checklist
3.4 3.4.1 Was a submission date indicated on the shutdown work request
3.4 3.4.2 Was the work request submitted to the right person/place
3.4 3.4.3 How was the shutdown work request submitted
3.4 3.4.4 What date was the shutdown work request received and is the submission system
working
3.4 3.4.5 Was the shutdown work request received after the work list cut-off date
3.4 3.4.6 Is there a name and contact information on the shutdown work request submission
3.4 3.4.7 Is there a plant asset or tag number, major piping system identifier
3.4 3.4.8 Has this request been submitted before as a double submission or reoccurrence
3.4 3.4.9 Was there a drawing, sketch, P&ID or other location information attached
3.4 3.4.10 What is the shutdown work requested
3.4 3.4.11 Is the shutdown work request complete or is further information required from the
person who made the submission
3.4 3.4.12 Has this shutdown work request been returned for more detail
3.4 3.4.13 Does a turnaround team member need to follow up with the requestor for clarification
or more detail
3.4 3.4.14 Has a turnaround team member met with the requestor and this submission is a
clarification or more detail
3.4 3.4.15 Does this work request require a full plant shutdown; if not, was there an explanation of
why not
3.4 3.4.16 Can this work be completed in a partial plant outage
3.4 3.4.17 Can this work be completed during an outage of opportunity
3.4 3.4.18 Should this shutdown work request be sent to Maintenance or Engineering for an
alternative work scope procedure
3.4 3.4.19 What is the priority of the shutdown work request
3.4 3.4.20 Is this shutdown work request accepted by the turnaround team as requiring a plant
shutdown
3.4 3.4.21 Is this shutdown work request ready to be conveyed to the planner for work package
development
3.4 3.4.22 Has the shutdown work request been sent to the planner
3.4 3.4.23 Has the shutdown work request be entered onto the master shutdown work list
3.4 3.4.24 Was acknowledgement of the shutdown work request sent to the requestor as accepted
or rejected

Shutdown Work Checklist Category 3 - 3.1 To 3. 4

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Shutdown Work Checklist Category 3 - 3.1 To 3. 4

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PMPT TASC TURNAROUND MANAGEMENT SYSTEM CHECKLIST

Shutdown Work List Generation "Management" Checklist

JMC Consulting Ltd. www.pmpt.org john@pmpt.org

JMC Consulting Ltd. www.pmpt.org john@pmpt.org

JMC Consulting Ltd. www.pmpt.org john@pmpt.org

JMC Consulting Ltd. www.pmpt.org john@pmpt.org

JMC Consulting Ltd. www.pmpt.org john@pmpt.org

These work tasks and activities will normally be scheduled

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Shutdown Work Request "Procedure" Checklist

Shutdown Work Request

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JMC Consulting Ltd. www.pmpt.org john@pmpt.org

JMC Consulting Ltd. www.pmpt.org john@pmpt.org

JMC Consulting Ltd. www.pmpt.org john@pmpt.org

JMC Consulting Ltd. www.pmpt.org john@pmpt.org

Task Estimated Actual

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Work package development from a previously

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To update previously created support plans is

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JMC Consulting Ltd. www.pmpt.org john@pmpt.org

Shutdown Work Request "Submission" Checklist

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Turnaround Team Work Request "Review" Checklist

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