Home
General
Cofely Industrial Energy Services
Cofely Industrial Energy Services
Paul McIver

Cofely Industrial Energy Services

Technical Audit Questionnaire

Use this Template
Print as PDF
graphic of a hand making an okay sign ×

Free Cofely Industrial Energy Services Checklist

Use this Template

Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location

  • Personnel

Boilers

Steam boilers

  • Steam pressure in Bar g?

    • Boiler

  • Type of boiler/s? Indicate shell, water tube, electric etc.

    • Boiler

  • Date of manufature? Information usually found on manufacturers plate attached to boiler

    • Boiler

  • Boiler serial numbers? Information usually found on manufacturers plate attached to boiler

    • Boiler

  • Boiler serial numbers? Information usually found on manufacturers plate attached to boiler

    • Boiler

  • Type/s of fuel available?

    • Boiler

  • Water Treatment company? Water to be controlled to BS2486: 1997

  • Insurance Company?

  • Date of last NDT? Look at previous insurance inspection reports.

    • Boiler

  • Date of last insurance inspection?

    • Boiler

  • Are there any major repairs recorded? D Patch repairs, tube replacements etc

    • Boiler

  • Location of secondary control panel (formerly PM5) to shut the boiler down in an emergency?

  • Does the boiler comply with BG01 and are all water level checks carried out at the agreed frequency? Daily checks of water level controls and weekly evapouration checks

  • Please detail.

  • Does the boiler blowdown system comply with PM60? All drain lines to run individually to the blowdown tank

  • Please detail

  • Photographic evidence

Hot Water Boilers

  • Type of boilers? HPHW, MPHW etc.

    • Boiler

  • Boiler pressure?

    • Boiler

  • Manufacturer/s? Information usually found on manufacturers plate attached to boiler

    • Boiler

  • Date of manufacturer? Information usually found on manufacturers plate attached to boiler

    • Boiler

  • Boiler serial numbers? Information usually found on manufacturers plate attached to boiler

    • Boiler

  • Type of fuel available? Natural gas, HFO, gas oil etc.

    • Boiler

  • Water treatment company? Water to be controlled to BS2486:1997

  • Insurance company?

  • Date of last NDT?

    • Boiler

  • Date of last insurance inspection?

    • Boiler

  • Are there any major repairs recorded? Patch repairs, tube replacements etc.

    • Boiler

All Boilers

  • Are comprehensive written scheme documents available and all equipment in date for inspection?

  • Please detail

  • Is the boiler and pipework insulation appropriate and in good condition? Pipe work should be colour marked with their content or labled

  • Please detail

  • photographic evidence

  • Are there PI&ID's available for all steam systems? Drawings should be comprehensive for complex systems but line diagrams will suffice for smaller systems

  • Please detail

  • Is the plant room clean and tidy with good lighting and defined walkways? Walkways should be marked or be very obvious, well lit (400 Lux) and changes in level should be marked so as not to pose a trip hazard

  • Please detail

  • Photgraphic evidence

  • Are there regular safety inspections being carried out and are the hazards being closed out in an appropriate time scale? Safety inspections should be recorded on appropriate documentation

  • Please detail

  • Are all key instruments calibrated and are records available?

  • Please detail

  • Is the chimney in good condition, inspected regularly and all reccomended repairs carried out as per inspection reports? Look for structural repairs,cracks etc, not condition of smoke band.

  • Please detail

  • Photographic evidence

  • Is there a fire detection system in place and is it tested on a regular basis? Fire valves, slam valves, smoke detectors etc.

  • Please detail

  • Are there manufacturers manuals available for all key equipment?

  • Please detail

  • Are there appropriate operating procedures, risk assessments and COSHH assessments? RAF 1 and COSHH 1 forms used? BG01 risk assessment in place?

  • Please detail.

  • Is combustion analysis carried out at least monthly and are all results within expected parimeters? O2 should be less than 5% at high fire, effeciency should be above 82%

  • Please detail

  • Is the efficiency regularly calculated and at least the same as reccomended guidlines? Check the figure quoted in the contract if appropriate.

  • Please detail.

  • Are all fuel lines in good condition, tested regularly and fit for purpose? Check for corrosion, leaks and condition of the insulation, standby fuel should be tested in the Autumn. Check there is appropriate secondary containment where required.

  • Please detail

  • Photographic evidence

  • Have all Boiler Operators had the appropriate training? Check for Cochrane, Nifes, Hamworthy, Sakke training certs and Cofely tech validation as well as BOAS Opereator and Diploma certification.

  • Please detail.

  • Are ladders recorded in a log, inspectedregularly and in good condition? LAD 1 form should be used.

  • Please detail.

  • photographic evidence

  • Is there comprehensive chemical analysis for all boilers, are the tests carried out as per the agreed frequency and are the reagents in date? Ensure that comments are added when parimeters are not being met

  • Please detail.

  • Are there any other items causing concern or recommendations for improvement?

  • Please detail.

  • Add drawing

Compressed Air

Compressed Air

  • Are service records available for all air compressors, air receivers, driers and key equipment? Check that the equipment is being serviced in line with the manufacturers guidelines.

  • Please detail

  • Are all maintenance records appropriate and up to date? Check service reports, calibration certificates and MMS

  • Please detail.

  • Are there detailed P&ID's in place and are they up to date?

  • Please detail.

  • Is the written scheme appropriate and up to date?

  • Please detail.

  • Are there appropriate operating procedures, risk assessments and COSHH assessments?

  • Please detail.

  • Are there manufacturers manuals available for all key equipment?

  • Please detail.

  • Are all compressors and driers operating efficiently? Check efficiency data, dew point etc.

  • Please detail.

  • Is the pipe work and vessels free from corrosion and leaks?

  • Please detail.

  • Photographic evidence.

  • Are there calibration records for key gauges and equipment?

  • Please detail.

  • Are there any items causing concern or recommendations for improvement?

  • Please detail.

  • Add drawing

Maintenance Management

Maintenance Management System

  • Is the MMS appropriate for the site? Large sites should have an electronic MMS such as Concept, SamFM or SAM

  • Please detail.

  • Are all staff trained to use the MMS and are records available?

  • Please detail.

  • Are all PPM's up to date? A MMS report should indicate at least 90% of jobs completed on time.

  • Please detail.

  • Are all assets listed on the MMS system? Check some minor items during the site tour and compare against the asset list.

  • Please detail

  • Are comprehensive service reports available for all major plant items and are they recorded on the MMS system?

  • Please detail.

  • Is comprehensive maintenance history available for all major plant?

  • Please detail.

  • Is the MMS system used to plan maintenance activities and record reactive works?

  • Please detail.

  • Are all repairs recorded into MMS? Check that a selection of known breakdowns are included in the system.

  • Please detail.

  • Is the MMS backed up to an external server? System should be backed up at least monthly

  • Please detail.

  • Are there any items giving cause for concern or recommended improvements?

  • Please detail.

  • Add drawing

Tools

Tools

  • Is there a tool register and is it comprehensive? All power tools, socket sets, combustion analysers, specialist tools and equipment should be on the list.

  • Please detail.

  • Are the tools being inspected regularly as per TIR01?

  • Please detail.

  • Are the tools stored in a secure area and in a tidy manner?

  • Please detail.

  • Photographic evidence.

  • Are the tools clean and fit for purpose? Check a selection of tools

  • Please detail.

  • Photographic evidence.

  • Are all electrical items in date for PAT? Details should be on PAT 1 form

  • Please detail.

  • Is all lifting equipment tagged, details recorded in a register and in date for inspection? All chain blocks, lifting slings, shackles and other lifting equipment should have an individual number and inspected regularly.

  • Please detail.

  • Photographic evidence

  • Is the workshop and workbenches clean, tidy and appropriate for safe working?

  • Please detail.

  • Photgraphic evidence.

  • Are all grinders and power tools in good condition? Check any guards, handles and cables.

  • Please detail

  • Add media

  • Are all electrical tools stored separately and comply with GS38?

  • Please detail.

  • Photographic evidence

  • Are there any concerns or recommended improvements?

  • Please detail.

  • Add drawing

Refrigeration

Refrigeration

  • Are comprehensive service reports available? Form CSL1 for self delivered service works or a Service Report.

  • Please detail.

  • Are OEM manuals available, stored in a tidy manner and appropriate for the plant?

  • Please detail.

  • Photographic evidence

  • Are there P&ID's available for all systems?

  • Please detail.

  • Is there a written scheme in place and is it up to date?

  • Please detail.

  • Are there comprehensive operating procedures, risk assessments and COSHH assessments? Check RAF1 risk assessments

  • Please detail.

  • Is the PPM up to date and is it appropriate for the plant? Check AVI 1 f annual inspection form

  • Please detail.

  • Is there a gas log available and is it being used correctly to record all gas usage? Check RCR1 form is being used.

  • Please detail.

  • Have all operators received the appropriate training? Technician Validation Books should be completed and available for inspection.

  • Please detail.

  • Are there any items giving cause for concern or recommendations for improvement?

  • Please detail.

  • Add drawing

Cooling Systems

Cooling Systems

  • Are all cooling water reports up to date and all results within control bands? Check the upper and lower control bands are appropriate and comply with BS4485-1:1969

  • Please detail.

  • Are all risk assessments in date and appropriate? All cooling systems should have a risk assessment review at least every 2 years and whenever there has been changes to the system.

  • Please detail.

  • From walking the system, are there any concerns? Check for algae growth, corrosion, water and chemical leaks etc.

  • Please detail.

  • Photographic evidence.

  • Are there clear operating instructions/ procedures?

  • Please detail.

  • Are all operators trained in L8? Managers should have at least C&G Safe Operation of Cooling Towers Certificate, operators must have had training (usually carried out by the Service Provider).

  • Please detail.

    • Operator

  • Are all cooling towers cleaned and inspected twice per year? Form CHL1 should be completed for self delivery or an appropriate certificate issued by the cleaning company.

  • Please detail.

  • Is the cooling tower/s water controlled with the appropriate chemical dosing programme? Check pH, if the pH is below 8 then Sodium Hypochlorite is sufficient, if pH is above 8 then another chemical such as Bromine is more appropriate.

  • Please detail.

  • Is the cooling tower pack removed and cleaned at least annually?

  • Please detail.

    • Cooling tower

  • Add media

  • Are drift eliminators fitted and are they in good condition?Ask to see the drift eliminators or ask to see photographic evidence.

  • Please detail

    • Cooling tower

  • Add media

  • Are there any items giving cause for concern or recommended improvements?

  • Pleaase detail

  • Add drawing

Bunds & Tanks

Bunds & Tanks

  • Are all delivery valves locked and keys kept in a secure place? All chemical and fuel tank delivery valves should have an individual lock fitted, test that keys do not open other locks.

  • Please detail

    • Delivery valve

  • Add media

  • Are all drain valves locked on tanks and bunds? All drain valves on external tanks and bunds should be fitted with individual locks.

  • Please detail

    • Drain valve

  • Add media

  • Do all tanks sit in appropriate bunds capable of holding 110% of the tanks contents?

  • Please detail

    • Bund

  • Are the safety valves fitted where appropriate?

  • Please detail

    • Bund/ tank

  • Is there any tank corrosion evident? Under insulation corrosion is a big issue for heated fuel tanks. Ask to see inspection records.

  • Please detail

    • Tank

  • Add media

  • Has there been a tank and bund risk assessment carried out to consider PPG2 guidelines?

  • Please detail.

  • Are there appropriate operating/ delivery procedures, risk assessments and COSHH assessments? RAF1, COSHH1 forms.

  • Please detail.

  • Any noticeable cracks or faults on the bund walls?

  • Please detail.

    • Bund

  • Photographic evidence.

  • Are there tank and bund inspection reports available? Thickness checks, civil engineers reports etc.

  • Is there an appropriate bund emptying procedure in place? Task must be supervised at all times to prevent pollution.

  • Please detail.

  • Are all tank and bund surfaces clear of contamination and are there any weeds growing?

  • Please detail.

    • Bund/ tank

  • Photographic evidence

  • Has there been an appropriate operational risk assessment carried out?

  • Please detail.

  • Are there any other items giving cause for concern or recommendations for improvement?

  • Please detail.

  • Add drawing

Air Conditioning

Air Conditioning

  • Are there comprehensive service reports available? CSL1 form should be used for self delivered maintenance.

  • Please detail.

  • Are there appropriate OEM manuals available and are they stored correctly.

  • Please detail.

  • Is the site refrigerant log up to date? RCR1 form used to record gas usage.

  • Please detail.

  • Are all PPM's up to date?

  • Please detail.

  • Are all statutory and visual inspections up to date?

  • Please detail.

  • Are refrigerant destruction certificates available?

  • Please detail.

  • Are there any items giving cause for concern or recommended improvements?

  • Please detail.

  • Add drawing

Domestic Water Systems

Domestic Water Systems

  • Number of electric showers

  • Number of mixer tap showers

  • Number of toilets

  • Number of sinks

  • Approximate date of installation

  • Number of cold taps tested

  • Number of hot taps tested

  • Number of cold water storage tanks

  • Number of hot water storage tanks

  • Number of calorifiers

  • Are the records up to date?

  • Please detail.

  • Are all showers flushed weekly?

  • Please detail.

  • Tap temperatures within agreed temperature range? Less than 20 degrees C for cold taps and greater than 50 degrees C for hot taps.

  • Please detail.

  • Are all water tank temperatures within limits? Max 20 degrees C for cold and at least 60 degrees C for hot.

  • Please detail.

    • Water tank

  • Are tanks inspected at least annually?

  • Please detail.

  • Are all tanks readily accessible?

  • Please detail

    • Water tank

  • Are there any dead legs on the water pipe work? Check system risk assessment.

  • Please detail.

  • Are there maintenance records for all temperature mixing valves fitted?

  • Please detail.

  • Are there any items giving cause for concern or recommended improvements?<br>

  • Please detail.

  • Add drawing

Buildings

Buildings.

  • Number of buildings under Cofely control?

  • What is the buildings main use?

  • Is Cofely responsible for repairs to the buildings?

  • Are lighting levels appropriate and has there been a recent lighting level survey carried out?

  • Please detail.

  • Are there safe transit routes for all pedestrians? Safe marked walkways should be available through all areas.<br>

  • Please detail.

  • Is the heating and ventilation adequate?

  • Please detail.

  • Are the noise levels appropriate and has there been a noise level survey carried out?

  • Please detail.

  • Are the dust and fume levels acceptable?

  • Please detail.

  • Is the fire protection appropriate for all buildings? Check fire hoses, extinguishers, heat detectors etc.<br>

  • Please detail.

    • Building

  • Is there a fire risk assessment in place?

  • Please detail.

  • Is the housekeeping in order with all areas clean and tidy?

  • Please detail.

    • Area

  • Add media

  • Are all passageways clear and free from obstruction?

  • Please detail.

    • Passegeway

  • Add media

  • Is there appropriate storage available and is it being utilised effectively?

  • Please detail.

  • Add media

  • Is access and egress to the buildings appropriate, is door signage correct for the risk?

  • Please detail.

  • Add media

  • Are all stairs and lifts in good condition?

  • Please detail.

  • Add media

  • Is parking safe and appropriate for all building users? Consider getting from parking area to buildings.

  • Please detail.

  • Is there any asbestos in the buildings, has there been an asbestos survey with findings recorded in a register?

  • Please detail.

  • Are there any items giving cause for concern or any recommended improvements?<br>

  • Please detail.

  • Add drawing

Redundant Plant

Redundant Plant

  • Is there a redundant equipment register in place? Should include all unused equipment in Cofely areas.<br>

  • Please detail.

  • Is the register comprehensive?

  • Please detail.

  • Is an inspection regime carried out and are all inspections appropriate? All redundant equipment should be inspected at least annually.<br>

  • Please detail.

  • Are there notices in place on all redundant equipment?

  • Please detail.

  • Is all redundant equipment appropriately isolated?

  • Please detail.

  • Add media

  • Are all isolation details recorded in the lock register?

  • Please detail.

  • Are all redundant tanks and vessels drained and vented?

  • Please detail.

  • Are blanks fitted to pipe ends where appropriate?

  • Please detail.

  • Add media

  • Are all fuses removed?

  • Please detail.

  • Add media

  • Is there a redundant equipment risk assessment in place?

  • Please detail.

  • Are there any items giving cause for concern or recommendations for improvement?<br>

  • Please detail.

  • Add drawing

Effluent Treatment

  • Type of effluent treatment plant

  • What is the maximum system design volume and is this within the operational limits?

  • What is the consent to discharge parameters? (Flow, pH, temperatures etc.)

  • Has there been any breaches of consent in the past 2 years?

  • Please detail.

  • From a plant tour, are there any noise or smell concerns?

  • Please detail.

  • Add media

  • Are all probes in date for calibration?

  • Please detail.

  • Are there appropriate emergency instructions to shut the plant down safely with no risk to the environment?

  • Please detail.

  • Are there appropriate operating procedures, risk assessments and COSHH assessments?

  • Please detail.

  • Are there any items giving cause for concern or recommendations for improvement?<br>

  • Please detail.

  • Add drawing

Gas Turbines

Gas Turbines

  • Does the site conform to PM84 in accordance with SOP10

  • Please detail.

  • Is the testing of the HV switch gear up to date?

  • Please detail.

  • Is the maintenance and inspections of the gas train up to date?

  • Please detail.

  • Is the maintenance and inspection of the cathodic protection up to date?

  • Please detail.

  • Are maintenance schedules and inspections on gas compressors up to date?

  • Please detail.

  • Are efficiencies of the installation monitored?

  • Please detail.

  • Are emissions monitored for environmental constraints?

  • Please detail.

  • Are adequate measures taken to ensure these are achieved?

  • Please detail.

  • Are there measures and systems in place to adequately satisfy CHPQA?

  • Please detail.

  • Are all instrumentation calibrations up to date?

  • Please detail.

  • Is the dual fuel changeover regularly checked? (if installed)

  • Please detail.

  • Are regular inspections of the duct work carried out?

  • Please detail.

  • Is the water used to clean the gas turbine correctly treated and disposed of safely?

  • Please detail.

  • If water injection is used, is this correctly treated and monitored?

  • Please detail.

  • Are there any items giving cause fro concern or recommendations for improvement?<br>

  • Please detail.

  • Add drawing

Cofely Industrial Energy Services
Paul McIver

Cofely Industrial Energy Services

Technical Audit Questionnaire

Use this Template
The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.

Related checklists

back arrow for carousel
back arrow for carousel
iAuditor Logo Icon ©SafetyCulture 2022