| Standard Operating Procedure | SOP No. |
| --- | --- |
| Start-Up Procedures & Verification for Tanks | 8.044 |
|  | Effective: 6/14/99 Supersedes: New Revision Date: New Page No.: 1 of 6 |
| DCR No.: 98231 Revision No.: New |  |

## 1

## Purpose

1.1 Provide a standard procedure for start-up and commissioning of HVAC equipment.

1.2 Provide a standard procedure for coordinating selection, receiving, check out, and acceptance of new equipment.

## 2

## Scope

2.1 This procedure applies to (but is not limited to) the following types of equipment: Expansion Chemical Surge Storage.

## 3

## Responsibility

3.1 Project managers have overall responsibility for new equipment from procurement to start-up. To assure optimum selection of equipment and smooth commissioning, the project manager is responsible for coordinating the following activities:

3.1.1 Review of customer and specific job specifications.

3.1.2 Review of equipment selected with Service prior to ordering. Assure equipment is on approved list.

3.1.3 Review drawings, assure drawing schedules, and equipment details are correct.

3.1.4 Coordinate delivery and commissions schedule with all team members including (but not limited to): Site Foremen, Balance and Service (start-up), Customer, General Contractor, and Safety (as needed).

3.1.4.1 In most cases, Start-up should be scheduled a month in advance.

3.1.4.2 If exact date is known, Service should be notified with estimated time frame.

3.1.4.3 Communicate specific requirements to all team players in writing and verbally.

3.1.4.4 Provide appropriate job number to team members.

3.2 Therma Service/Start-up has responsibility for the following activities:

3.2.1 Therma will provide a qualified service mechanic to perform equipment start-up.

3.2.2 The start-up technician will perform the start-up tasks as specified in the commissioning Standard Operating Procedure for that equipment.

3.2.3 Service will provide estimated time required to Project Manager (PM) prior to start-up. Service will meet agreed upon schedules to assure customer satisfaction.

3.2.4 The start-up technician will fully complete a start-up sheet for each piece of equipment. A copy of this sheet will be provided to the Project Manager with the turnover documents: A second copy will be filed in service by customer name and address.

3.2.5 All time will be charged to the appropriate job number as specified by the Project Manager. If requested, Time and Material sheet(s) shall be completed.

3.3 The Start-up/Commissioning Coordinator has responsibility for the following activities:

3.3.1 Provide a communication path between the Project Manager and the Field Foremen.

3.3.2 Schedule qualified personnel for start-up, balance, test, and room certification as required.

3.3.3 Coordinate punch-list completion with Project Managers.

3.3.4 Coordinate start-up, service, balance, and test report documentation.

## 4

## Procedures

4.1 General: Service Technician is responsible for filling out start-up sheet FN 8.044.1 for Tank. A start-up sheet will be completed for each piece of equipment. Each sheet requires the following information:

4.1.1 Job identification: The job name, job number, and job address are to be completed by the start-up/commissioning coordination. These will be provided to the service technician.

4.1.2 Section 5 - Equipment Description.

4.1.3 Section 6 - Equipment Pre-Installation Inspection.

4.1.4 Section 7 - Equipment Installation Inspection.

4.1.5 Section 8 – Operational Inspection.

4.1.6 Signature - As each section and page is completed, the Service Technician must print and sign his/her name and record the date. This document should also be signed off by an owner representative when required.

## 5

## Equipment Description

5.1 This section should be completed by the Service Technician. Any design documentation specifying equipment should be recorded in this section. This includes: Specification number, Submittal number, Process and Instrumentation Diagram number, and Drawing number. Also, record which area this equipment will be serving.

5.2 In the “design” column, record the following information as specified on the design documents. Unit Tag number (per drawings) Manufacturer (per equipment schedule and/or approved submittals) Model number (per equipment schedule and approved submittals)

5.3 Fill in filter and belt information.

## 6

## Equipment Pre-Installation Inspection

6.1 For each of the following items: Check Yes, No or N/A for not applicable. If No is checked, describe the difference in the comment section and notify the Project Manager immediately. Initial and date each item as it is checked.

6.2 Nameplate data matches vendor specifications. When the equipment is delivered, verify it matches specifications. Complete Section 5. In the “actual on site” column, record the actual data as shown on the equipment and verify that it matches design criteria.

6.3 All parts are received and verify the packing slip(s).

6.4 No visible signs of damage, leak, or defective parts. Note any discrepancies and notify the Project Manager.

6.5 Operation and Maintenance (O&M) manual is available in the field.

6.6 Start up technicians reviewed factory start up procedures in the Operation and Maintenance manual.

## 7

## Installation Inspection

7.1 For each of the following items: Check Yes, No or N/A for not applicable. If No is checked, describe the difference in the comment section and notify the Project Manager immediately. Lock Out/Tag Out procedure should be observed before most of the following steps.

7.2 Unit is installed level. Check Operation and Maintenance literature some equipment needs to be level to 1/8” or better to allow proper drainage and or operation.

7.3 Tag number is attached to the unit. Tag should be attached to service disconnect or near unit identification plate, if mounted in a ceiling system, tagging should reflect location above or below.

7.4 Service clearance is adequate for maintenance. Service clearance includes access to the equipment through the ceiling systems, over duct work etc. Filter access for removal and replacement are essential.

7.5 Bolted and screwed connections are tight. Check Operation and Maintenance literature.

7.6 Unit has been pre-charged to system design operating pressure. Check Operation and Maintenance literature.

7.7 No leaks were found at flanges or fittings. Check Operation and Maintenance literature.

7.8 Air charging valve is installed. Check Operation and Maintenance literature.

7.9 No leaks were found at air valve.

7.10 Isolation and drain valve(s) are installed. Check Operation and Maintenance literature.

7.11 Cover plate nuts are tight.

7.12 Any connections not used are plugged and checked for leakage.

## Document Approval

Service Manager

2011

S-19 Date

999

Service Supervisor

5/19/99 Date

R

thus Li

Quality Assurance Manager

5-28-99

Date