Heat Exchanger Installation Testing and Commissioning Method Statement

By | October 9, 2024

Unless otherwise specified, all plate heat exchanger installation shall be in accordance to approved shop drawings, manufacturer instructions and contract specifications.

Drawing plans, schematics, and diagrams indicate general location and arrangement of Heat Exchanger’s.

Install Plate Heat  Exchanger’s as indicated unless deviations to layout are approved on coordination drawings.

Plate Heat Exchanger shall be installed on the concrete foundations (provided by main civil contractor) as per approved foundation drawings, ensure adequate space is available for valves, piping and for future maintenance.

It  is important that enough space around the plate heat exchanger is kept free for servicing of the unit for renewal of plates, tightening of package.

Free space around the heat exchanger unit should be 1.5 to 2 times of the width. Examine areas and conditions with requirements for installation tolerances and other conditions affecting performance, operation and maintenance of Plate heat Exchanger.

Check the heat exchanger concrete foundation should be horizontal & smooth finishes from top. Check painting if required in civil detail.

The plate heat exchanger should be mounted in an upright position (top on the nameplate is up) to avoid trapping air or other gases.

Shifting, Lifting and Placement of Plate Heat Exchanger

For transportation of heat exchanger to project site permission will be agreed in advance with main contractor and client.

Heat exchanger will be delivered at site by trailer.

If plate heat exchangers are already available in the project store, shift plate heat exchanger from store to the area of installation  as per manufacturer’s instruction.

Plate Heat exchanger should not be lift by connections or the stud around them.

Strap should be used when lifting, place e strap according to the manufacturer’s instruction.

A level area will be cleared for the standing of the mobile crane and trailer.

Existing underground services and ground conditions will be considered prior to the positioning of the mobile crane and trailer at the site.

Prior to standing and rigging of crane on the project site, the HSE officer will be responsible for ensuring that Plant Check List is completed and that copies of all relevant documentation is attached to the lifting plan.

Where any non-conformance or defect is evident then the crane will be stood down, the lifting operation will be cancelled and immediately informed to the main contractor.

Lifting Plan will be briefed (toolbox  talk) prior to the commencement of lifting operations to all operatives and third parties involved in the activity.

The lifting area will be designated “Authorized Personnel Only” and will be demarked and signage displayed to ensure that no unauthorized personnel can gain entry to the lifting area.

Plate Heat Exchanger Lifting Procedure with Mobile Crane

Outrigger mats, or suitable timbers, will be positioned under outriggers.

The hydraulic outriggers will be extended over mats and the crane leveled.

The cranes boom will be raised and telescoped to the required length.

The ASLI (Automatic Safe Load Indicator) will be checked for correct operation.

The above sequence of rigging will be in accordance with the manufacturer’s recommendations, which will be strictly adhered to all times.

Only one Heat exchanger to be lifted one at the time.

The slingers I banksman will attach chain sling from crane hook point, hook block.

The banks man will attached 2 no’s web sling with heat exchanger and chain sling hook.

Guide ropes/Tag lines will be attached by the helpers to prevent the swinging of the load.

Once it is confirmed by the Banksman / slinger that the load is level, the lift will commence to the required position under the strict guidance of the Banks man.

The Banksman is to be in direct line of sight with the crane operator at all times.

If the crane operator cannot see the Banksman then he is to stop the lift immediately.Heat Exchanger Installation Testing and Commissioning Method Statement

One certified banks man / signaler will be appointed to control the crane movements and lifting operation and hand signals from other personnel will not be permitted and must be ignored.

Ensure that set down area is clear where the load is going to be offloaded.

Personnel remain clear of the load at all times until the load is at waist level.

Tag lines are to be used to prevent swinging.

The slinger / signaler will stand in a secure position, where they are in view of both the load and the crane operative.

Each signal will be distinct and clear.

Release lifting tackle, hoist clear and repeat until completion.

On completion of lifting operations, all lifting equipment is to be removed and stored properly.

Heat Exchanger Lifting Procedure with fork lift truck

Safe access and egress for the route of the forklift  will be determined. Access will be free of obstructions, and be properly maintained.

Heat exchanger column bar & tie rod bolts to be removed as per agreed & temporary change it with a shorter length to be able to accommodate the unit in the plant room.

The forklift utilized for the task should be safe working load capacity to lift off heat exchanger.

Lifting load will be suitably bound or lashed to ensure it is secure and on a pallet.

Forklift operator will only commence movement of the forklift  to the pickup area under the guidance of the Banks man. Signals must be clear and precise and understood by all personnel involved in the work activity.

The forklift operator will only take instruction and direction from the assigned

Banksman. No other personnel are to provide guidance or instruction.

The banks man will stand in a secure position at all times, where they are in view of both the load and the forklift truck operative. Each signal will be distinct and clear.

Forks on the forklift truck will be adjusted to give maximum support to the load being lifted.

The forklift  operator will insert the forks under the load with the guidance of the banksman.

Load will be lifted up until the forks take the load weight, whilst not lifting it off the ground, to ensure that the load is level.

Once it confirmed by the forklift operative that the load is level, the lift will commence to the required position under the strict guidance of the Banksman.

Forks will be tilted  backwards during all load movements to  ensure maximum stability of the load being moved.

The load will then be moved to the agreed location i.e. plant room/plinth  under the strict guidance of the Banks man.

Cones will be set out, including barrier tape, to exclude unauthorized entry into the loading/work area.

The load will be lifted to the height of the plinth/location and slowly moved forward and get in position to the final placement with strict guidance of banks man.

Once the load placed in required position the forks will be released.

Reassembly of the column bar & tie rods of heat exchanger to restore its original dimensional details will take In place.

If supports/shock absorbers are required to be inserted under the heat exchanger, this must be done in advance to the load being offered to the final position.

Supervisors will coordinate with the banks man for the final positioning of the heat exchanger whilst the forklift in use.

After putting down on the foundation the Plate Heat Exchanger should be leveled and aligned on the foundation.

After  alignment put rubber pad between the foundation & Plate Heat Exchanger.

Upon satisfactory positioning of Heat Exchanger’s, it should be covered with polythene sheet to secure & protect it from moisture and dust ingress until such time as the units are available for commissioning.

Heat Exchanger Piping Connections

If the connection is rubber lined, the liner will act as the flange gasket.

Bolt the connecting flange directly to the end plate using the drilled and tapped holes provided.

Tighten the bolts evenly, do not over tighten as this could strip the threads cut into the frame plate.

If loose backing flanges are fitted to the heat exchanger a suitable gasket is required to seal the flange.

The heat exchanger is usually connected for counter-current flow.

Heat exchanger inter-connecting piping and piping supports should be designed such that loads and stresses on the exchanger connections are eliminated. Thermal expansion must be taken into consideration when designing the piping system.

By-pass piping and valves should be considered to allow isolation of each side of the heat exchanger for inspection, cleaning, repairs, and replacement.

Install flexible connections onto the follower to prevent vibrations onto the heat exchanger and also the expansion of the pipework, caused by temperature  influence onto the Heat Exchanger.

Drain piping should be designed to assure complete draining. Avoid common drain manifolds.

The venting system design should take into account all applicable operator and environmental safety requirements.

Install relief valves on Heat exchanger heated fluid connection.

Install shut off valves at Heat exchanger inlet and outlet connections.

Remove all plugs, shipping covers, desiccant containers, and other protection immediately prior to connecting unit.

Avoid unnecessary exposure of internals to contaminants and moisture.

The pipe works /piping system shall be thoroughly cleaned and flushed before connecting into the heat exchanger.

After completing system installation, including outlet fitting and devices, inspect exposed finish, remove burrs, dirt and construction debris and repair damaged finishes.

Plate Heat Exchanger Inspection  and Testing

In process works shall be monitored for quality of workmanship and installation against approved construction drawing by the relevant Supervisor, Project Mechanical Engineer, Construction Manager and QA/QC Engineer.

Ensure that the installation of Plate Heat Exchanger complies with the specification requirements and notify the main contractor / consultant in advance at least 24 hours before installation inspection must be made.

Ensure a factory authorized service representative to inspect, test and adjust field assembled components and equipment installation, including connections, and to assist in field testing of plate heat exchangers.

Preparation & Pre Testing & Commissioning Work

Before start of testing & commissioning the completeness of the system shall be ensured by physical inspections and interpreting the previously submitted and approved work inspection reports/records.

All tools/equipment/instruments required are calibrated and having valid certificate.

Safe access to work areas shall be provided and shall be approved by the safety person prior to commencement of works.

Temporary electricity supply to be arranged where required.

Testing & Commissioning Sequence

Commissioning and pre-checks

Commissioning may only be done by staff which has been trained specially for the job or by suppliers commissioning engineers.

Control, maintenance and repair of the installation may only be done by authorized, trained and properly instructed staff.

Maintenance and cleaning may only be done with a shutdown heat exchanger.

Check if all connections are fitted correctly.

Filtration:

The media flowing through the heat exchanger should not contain particles larger than 0.5 mm diameter. If necessary filters should be fitted.

Check the pressures and temperatures of the media and make sure that these are not more than the values specified on the identification plate.

It is essential that the heat exchanger is not subjected to thermal or mechanical shock as this could lead to premature gasket failure

 Operation

Start cold circuit first, than the hot circuit.

  • Fully vent the system;

  • Close isolation valves between pump and exchanger;

  • Fully open valve fitted into return line from the exchanger;

  • Start the circulation pump;

  • Gradually open closed valve fitted to inlet line of exchanger;

  • Vent system again if necessary.

Repeat the above for the secondary circuit.

When using steam as one of the media:

Use slow acting control valves and mechanisms only!

Before start up:

  • Ensure that the steam control valve is fully closed

  • Ensure that the heat exchanger is fully drained of condensate

  • Start cold circuit first, then the steam side

  • Open steam control valve slowly – this prevents water hammer of any condensate in the steam line and reduces the pressure / thermal shock to the exchanger

  • Ensure that the steam trap is correctly sized to allow full condensate discharge – this prevents water clogging inside the exchanger

Check for proper operation:

  • Check for pressure pulses in the system caused by the pumps or control valves. If found, stop operation and rectify. Continuous pressure pulses will result in fatigue failure of the plates.
  • Visually check the unit for leakages.
  • Check that all vents are closed to prevent air being sucked into the system

Heat Exchangers

When in operation, the conditions should not be changed. The maximum conditions specified on the identification name plate should not be exceeded.

Shut-down for a short period

If the plate type heat exchanger has to be shut down for a short period, please

follow the following procedure:

  • Slowly close the control valve in the hot circuit whilst maintaining the full flow in the cold circuit;

  • Switch off the hot circuit pump;

  • Cool down the heat exchanger to the level of the cold medium;

  • Slowly close the control valve in the cold circuit;

  • Switch off the cold circuit pump;

  • Close all remaining isolating valves.

Shut-down for a long period

If the unit is to be taken off line for an extended period of time then the following procedure can be followed:

  • Allow unit to cool down;

  • Drain all circuits;

  • Lubricate tie bolts;

  • Loosen tie bolts until the plate pack is “relaxed” (max. “a” size + 10%).

  • The tie bolts should not be removed or loosened to such an extent that dirt is allowed to enter in-between the plates. It is recommended that a warning notice is attached to the exchanger to remind personnel that the tie bolts need adjustment before the unit can be put back into service.

  • Cover the plate pack with black plastic to exclude any sun light.

Opening the heat exchanger

When opening and assembling the heat exchanger observe the following:

  • Measure and note the actual “a” size;

  • Use the correct tools and lubricant;

  • Shut down the heat exchanger

  • Make sure the heat exchanger cools down (<40 ºC); with EPDM < 20 ºC

  • Ensure there is no pressure on any part of the unit;

  • Clean the clamping bolts and grease them;

  • Loosen the clamping bolts equally in the correct order (fig. 10) i.e. that the follower shall have a parallel opening motion.

  • Pull the follower back towards the column.;

  • Remove the plates without damaging the gaskets.

Checklists

Testing & commissioning checklist for Heat Exchanger should be used when performing the testing and commissioning of heat exchanger system.


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