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Oil Refinery Turnaround and Shutdown Management Audit Checklist

A comprehensive checklist for auditing turnaround and shutdown management practices in oil refineries, covering planning, execution, safety, and post-turnaround evaluation processes.

Oil Refinery Turnaround and Shutdown Management Audit Checklist
by: audit-now
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About This Checklist

Effective management of turnarounds and planned shutdowns is crucial for oil refineries to maintain operational integrity, improve efficiency, and minimize downtime. This comprehensive audit checklist is designed to evaluate the refinery's planning, execution, and post-turnaround processes for major maintenance and upgrade activities. Regular audits in this area are essential for optimizing turnaround performance, ensuring safety, controlling costs, and maximizing the value of these critical events in the refinery's lifecycle.

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Industry

Energy and Utilities

Standard

API RP 750 Management of Process Hazards, IOSH Managing Safely

Workspaces

Oil refineries

Occupations

Turnaround Manager
Maintenance Superintendent
Project Engineer
Safety Coordinator
Procurement Specialist

Turnaround Execution and Safety

(0 / 4)

1
Was the critical path monitored effectively during the turnaround?

Indicate if monitoring was effective.

To ensure that key tasks were tracked to avoid delays.
2
What feedback did contractors provide about the execution process?

Provide contractor feedback.

To gather insights on the effectiveness of contractor management during the turnaround.
3
What is the percentage of budget variance for the turnaround?

Enter the budget variance percentage.

To assess financial performance and control during the turnaround.
Min: -100
Target: 0
Max: 100
4
Is the turnaround operation compliant with safety protocols?

Select compliance status.

To ensure that all safety measures are followed during the turnaround process.
5
What was the start date of the turnaround?

Select the start date.

To track the timing of the turnaround process.
6
What was the difference between scheduled and actual duration of the turnaround?

Enter the duration difference in hours.

To assess the efficiency of the turnaround execution.
Min: -100
Target: 0
Max: 100
7
What are the key findings from the post-turnaround evaluation?

Provide a detailed summary of findings.

To document insights and lessons learned for future turnarounds.
Write something awesome...
8
How effective was the maintenance planning during the turnaround?

Select the effectiveness rating.

To evaluate the adequacy of planning in preventing downtime.
9
What was the completion date of the shutdown?

Select the shutdown completion date.

To track the timeline of shutdown activities.
10
What percentage of resources were allocated effectively during the shutdown?

Enter the percentage of effective resource allocation.

To evaluate resource management and allocation efficiency.
Min: 0
Target: 100
Max: 100
11
How effectively were shutdown tasks executed?

Select the effectiveness rating.

To assess the overall efficiency of task execution during the shutdown.
12
What documentation was prepared for the shutdown planning?

Provide details on the shutdown planning documentation.

To evaluate the completeness and clarity of shutdown planning documentation.
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13
When was the review meeting held to discuss turnaround performance?

Select the date and time of the review meeting.

To document the timing of performance review discussions.
14
How many safety training sessions were conducted prior to the turnaround?

Enter the number of safety training sessions conducted.

To assess the adequacy of safety training provided to personnel.
Min: 0
Target: 0
Max: 50
15
What was the severity level of any safety incidents that occurred?

Select the severity level of any incidents.

To evaluate the impact of safety incidents on the turnaround.
16
Was all emergency equipment available and operational during the turnaround?

Indicate if emergency equipment was available.

To ensure that emergency preparedness measures are in place.

FAQs

The checklist covers turnaround planning processes, scope definition and control, contractor management, safety protocols, critical path scheduling, budget control, quality assurance, post-turnaround performance evaluation, and lessons learned documentation.

Comprehensive audits should be conducted before and after each major turnaround event, typically every 3-5 years, with additional reviews of turnaround planning processes annually.

The audit team should include turnaround managers, maintenance superintendents, project engineers, safety coordinators, procurement specialists, and operations representatives to ensure a holistic assessment of turnaround practices.

By systematically evaluating all aspects of turnaround management, the checklist helps identify areas for improvement in planning, execution, and post-turnaround processes, leading to more efficient, safer, and cost-effective turnaround events.

Audit findings should be thoroughly analyzed, shared with management and relevant stakeholders, used to develop improvement strategies for future turnarounds, and incorporated into the refinery's overall maintenance and reliability programs.

Benefits

Enhances turnaround planning and execution efficiency

Reduces overall turnaround duration and associated production losses

Improves safety performance during high-risk turnaround activities

Optimizes resource allocation and cost control for major maintenance events

Ensures regulatory compliance and equipment reliability post-turnaround