JOIN US FOR OUR FALL VIRTUAL TRAINING WEEK EVENT OCTOBER 18 - 22 - REGISTRATION IS OPEN! Save Your Spot
Asset Management

Execute an effective plant turnaround in seven easy steps

Follow these tips to make a plant turnaround run smoothly and efficiently

By Lawrence Crynes, Ph.D. February 4, 2021
Courtesy: Swagelok Co.

Refineries and chemical plants do not undertake plant turnarounds lightly due to their inherent complexity. A turnaround can often entail the use of hundreds of technicians from multiple vendors, all aiming to finish important maintenance, revamping, and renewal projects either on specific systems or across entire plants at once.

In addition, plant turnarounds often require facilities to halt production. Owners and operators have a vested interest to make sure a turnaround goes smoothly. The longer turnarounds take, the longer contractors are on-site, which increases costs and risks for the plant’s management. Sometimes, particularly in larger plants, a turnaround can involve years of planning and constitute a major investment by the owner. In fact, it is not unusual for turnarounds to be a significant part of the plant’s annual maintenance budget. As a result, a poorly managed turnaround can be costly for plant managers.

Taking all that into account, the following seven tips will help owners and operators ensure effective turnaround management, enabling them to save significant time and money – not to mention headaches.

#1. Engage early with trusted suppliers

Given the complexity of many plant turnarounds, it can sometimes take years of planning before the work ever starts. It is important for owners and operators to prepare as much as possible to minimize potential project challenges.

Part of being adequately prepared for a turnaround is the willingness of an operator to enlist the help of critical parts and service suppliers as early in the process as possible. The complexity of major fluid systems means specialized parts and components constructed from specific alloys will be needed for various processes. Such parts typically require longer lead times, so early engagement of authorized vendors will help to ensure these highly engineered parts will be available when needed. By talking with your suppliers early in the process, those timelines can be synched.

#2. Identify areas of new opportunity

When turnarounds are planned, owners’ minimal expectations are that systems will be returned to their original working condition. However, turnarounds also offer another key opportunity: a chance for plants to upgrade and improve their systems, which can mean higher reliability and performance.

Improving systems does not happen by chance. Owners must sign off on system adjustments well before a turnaround event. Plants that have already reached out to their vendors ahead of time – see tip #1 – are at an advantage and can enhance their outcomes by engaging their vendors for expert recommendations on system improvements.

Replacing traditional grab sampling elements in a system with pre-engineered and assembled grab sampling panels is just one example of a potential system improvement. This practical option does not require the plant to retool its design. Rather, the vendor will customize the panels to the plant’s specifications and optimize the components inside for accuracy and safety, simplifying future maintenance and repair needs while also enhancing the ability of owners to draw proper samples more easily (see Figure 1).

Figure 1: Replacing traditional grab sampling elements in a system with pre-engineered and preassembled grab sampling panels can enable efficiencies from the system design stage to installation to maintenance. Courtesy: Swagelok Co.

Figure 1: Replacing traditional grab sampling elements in a system with pre-engineered and preassembled grab sampling panels can enable efficiencies from the system design stage to installation to maintenance. Courtesy: Swagelok Co.

#3. Be prepared for the unexpected

As with any major project, variables and contingencies are inevitable, so anticipating them is another way owners can improve overall turnaround effectiveness.

Thanks to the large and complex nature of fluid systems in chemical plants and refineries, it is difficult to know the precise number and nature of the components that will be needed during a typical turnaround. As a result, it helps to have a variety of hoses, valves, and adapters on hand before the project begins. It will save time and money to have basic parts on-site at the plant instead of having to order them once the project has already commenced. Sometimes waiting for a single part can cause significant progress delays.

The trick is balancing the need for basic parts while avoiding the pitfall of unused inventory. Project managers should try to negotiate terms with suppliers that would let plants stock temporary or consignment inventory, so the proper parts are always available. That way, plant operators will only be charged for the actual parts used for the project.

Figure 2: Using standardized mechanical seal support systems can streamline installations, servicing, and replacements, while also improving mechanical seal longevity. Courtesy: Swagelok Co.

Figure 2: Using standardized mechanical seal support systems can streamline installations, servicing, and replacements, while also improving mechanical seal longevity. Courtesy: Swagelok Co.

#4. Ensure the availability of local support

No matter how well you plan, there will be unforeseen issues that arise – and they may require you to order parts to solve the challenges. That is why it is critical to use vendors that can offer localized support near your project so they can deliver the necessary parts in a timely fashion. Quick-turnaround deliveries are often a necessity to maintain overall progress, and a local supplier may be able to provide a part within a day or less after being ordered.

#5. Installation training is critical

Turnarounds often involve hundreds of workers from different companies, making it difficult to maintain consistent levels of installation knowledge. But inconsistency can doom a turnaround project and cost owners’ money.

Figure 3: A fully documented, prefabricated fast-loop system like this enables consistent, simplified installations during plant turnarounds to enhance efficiencies. Courtesy: Swagelok Co.

Figure 3: A fully documented, prefabricated fast-loop system like this enables consistent, simplified installations during plant turnarounds to enhance efficiencies. Courtesy: Swagelok Co.

What can you do to standardize installations and ensure proper practices are used across the variety of contractors working on the turnaround? Attempt to incorporate training and certification levels in your specifications. That way, anyone working on the turnaround will be required to have the same baseline knowledge and will be cognizant of sound installation best practices. Internal plant personnel who will be involved in turnaround projects can also benefit from a training refresher, so consider partnering with a supplier to review a variety of installation basics. For example, training on fluid system installations may include a review of basics such as how to properly prepare and bend tubing, as well as best practices for tightening and inspecting fittings.

#6. Seek out prefabricated assemblies

Fluid systems in chemical plants and refineries are often complex, but if plant managers specify prefabricated, preassembled, and pretested systems before the turnaround begins, contractors will have a much easier time installing them.

Figure 4: Engaging early with trusted suppliers can lead to the implementation of best practices that save time and money, including heading off potential delays for critical, highly engineered parts and systems. Courtesy: Swagelok Co.

Figure 4: Engaging early with trusted suppliers can lead to the implementation of best practices that save time and money, including heading off potential delays for critical, highly engineered parts and systems. Courtesy: Swagelok Co.

With prefabricated assemblies, the concerns about inconsistent knowledge and installation practices between vendor groups can be partially relieved and free up workers for other tasks. As noted above, prefabricated grab sampling assemblies and panels enable easy plug-and-play installations, helping to accelerate new implementations and replacements, while ensuring all components are built to specifications, tested, and verified prior to installation.

Standardized mechanical seal support systems are another option. Such kits and assemblies comply with approved American Petroleum Institute API 682 designs and consider such aspects as convenient locations for vents and drains, proper flow and circulation paths for fluids, and safety mechanisms. Their standardized nature enables easy replacements, while their overall design can help improve the longevity of mechanical seals, saving plants money and downtime (see Figure 2).

Figure 5: Vendors that offer localized support can often deliver parts in a timelier manner – sometimes within a day or less – to help keep turnarounds on schedule. Courtesy: Swagelok Co.

Figure 5: Vendors that offer localized support can often deliver parts in a timelier manner – sometimes within a day or less – to help keep turnarounds on schedule. Courtesy: Swagelok Co.

Finally, fast loops, field stations, calibration and switching modules, sample probes, and fluid distribution headers can also be simplified and bring consistency to your operations. Suppliers can provide fully documented fluid sampling and control systems that eliminate the need to otherwise acquire and assemble multiple parts (see Figure 3).

#7. Maintain tight quality control

Quality control over parts and equipment is essential to executing a successful turnaround. If specifications offer too much flexibility, contractors might use less expensive – but lower-quality – parts. With inconsistent part quality comes inconsistent performance, unnecessary maintenance requirements, and/or downtime. Tight, up-to-date specifications lead to higher-quality components being used in your fluid systems, which makes turnarounds more effective and efficient. Consistent specifications will reduce the intermixing of parts from different suppliers, making the job of keeping the systems in working order much easier in the future.

Figure 6: Supportive suppliers can help plant owners and operators be prepared for the unexpected by anticipating supply needs and offering the stocking of temporary or consignment inventory. Courtesy: Swagelok Co.

Figure 6: Supportive suppliers can help plant owners and operators be prepared for the unexpected by anticipating supply needs and offering the stocking of temporary or consignment inventory. Courtesy: Swagelok Co.

Keys to efficient turnarounds

A plant turnaround will nearly always be major endeavor, but it does not have to be a major headache – especially when you plan ahead. Remember to get trusted suppliers on board early to not only be prepared to deliver timely supplies and support, but also to help you plan logistics and potential contingencies to ensure efficient turnarounds. Using these best practices as your guide can help your plant turnarounds go much faster and more efficiently, while also enabling the potential to upgrade the long-term dependability and performance of your fluid systems.


Lawrence Crynes, Ph.D.
Author Bio: Lawrence Crynes, Ph.D., is market manager, oil & gas, for Swagelok Co.