Contents

Page
1 Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-1
2 Responsibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-1
2.1 Preplanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-1
2.2 Jobsite Receiving and Inspection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-1
2.3 General Instructions—Jobsite Protection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-2
2.4 Lubricants and Preservatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-5
2.5 Bolts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-6
2.6 Spare Parts, Special Tools, and Miscellaneous Loose Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-6
2.7 Auxiliary Components for Rotating Equipment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-6
2.8 Machinery—General Short Term Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-8
2.9 Reciprocating Compressors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-8
2.10 Centrifugal Compressors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-9
2.11 Fans and Blowers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-10
2.12 Gearboxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-11
2.13 Pumps—General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-11
2.14 Centrifugal Pumps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-12
2.15 Vertically Suspended Pumps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-12
2.16 Reciprocating Pumps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-13
2.17 Steam Turbines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-13
2.18 Rotary Screw Compressors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-14
2.19 Motors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-15
2.20 Instrumentation on Packaged Machinery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-17
Annex A (informative) Characteristics of Conventional Storage Preservatives . . . . . . . . . . . . . . . . . . . . . . . .3-19
Annex B (informative) Machinery Receiving and Protection Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-21
Annex C (informative) Machinery Receiving and Inspection Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-27
Annex D (informative) Inert Gas Purge Maintenance Log. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-28

1 Scope
1.1 This recommended practice (RP) defines the minimum requirements for protecting project machinery and
related components from deterioration while in field storage, after installation, and during the period prior to
commissioning.
1.2 In all cases where the manufacturer’s requirements or recommendations differ from the instructions provided in
this document, the user-designated representative shall be consulted to determine which takes precedence.
1.3 An inspection and protective maintenance program shall be initiated and maintained by the user-designated
representative for stored and installed equipment until it is turned over to the care, custody, and control of the user.
1.4 All design and installation requirements shall be ensured as being complete by completing the Machinery and
Protection Checklist at the end of this chapter and submitting it to the user or his designated representative.
2 Responsibility
Overall responsibility for protecting project machinery from deterioration in the field, per this RP, rests with the
construction manager and his/her designated representative until the machinery is turned over to the user.
2.1 Preplanning
2.1.1 Verify that all procurement schedules, shipping lists, manufacturer’s storage recommendations, installation
manuals, and drawings have been forwarded to the designated machinery representative.
2.1.2 Review weights, configuration, and method of shipping before arrival at the jobsite. Determine type of
equipment required to unload the shipment, (that is, forklift, boom truck, crane, and so forth) and schedule
accordingly.
NOTE See Chapter 2—Rigging and Lifting, for further details. Care must be taken to ensure that safe and appropriate rigging
procedures are followed.
2.1.3 When specified, schedule the manufacturer’s representative for receiving inspection. Schedule user’s
inspectors, where required, such as rotating equipment, instrument, and electrical engineers.
2.2 Jobsite Receiving and Inspection
Upon arrival of the machinery or portions thereof at the jobsite, follow the steps below.
a) Visually inspect components for physical damage or contamination by opening packages and crates. Hermetically
sealed containers should not be opened, but visually inspected for damage and the hermetic seal maintained.
b) Verify that shipping protection has been applied and is still in effect.
c) Verify that shop inspection has been completed and that the vendor has supplied the purchase order
documentation and packing lists.
d) Verify that loose components and separate packages match the packing lists.
e) Verify that special handling instructions are provided and carried out.

f) Verify proper identification of the components.

g) Perform visual inspection of components for compliance with project requirements.
h) Inspect carbon steel or other ferrous flange faces for damage and coat with Type A, Type B, or Type D
preservative, unless prohibited by process application (see Note 1). Reinstall protective covers. Where car seals on
inspection covers or flanges have been specified, inspect the car seals for integrity (see Note 2).
NOTE 1 Preservative types are described in Annex A. Final selection of the preservative depends on the type of storage
(indoor, outdoor, sheltered), weather conditions, and atmospheric corrosion potential. Equipment datasheets and manufacturer’s
instructions shall be reviewed to determine if there are specific preservative requirements. Refer to the notes in Annex A for
additional details.
NOTE 2 Use caution with soft-gasketed flanges. Soft gaskets may absorb water and corrode carbon steel flanges.
i) Verify that plugs and caps are in place, desiccants are unsaturated, and equipment is lubricated, as required.
Nonmetallic (such as plastic) plugs and caps shall not be used.
j) Verify that inert-gas-purged (see Annex D) equipment still has the required pressure applied. Report failures to the
manufacturer and request corrective action. This equipment shall remain sealed unless otherwise instructed by the
designated machinery representative.
k) Inspect grout surfaces for proper factory blasting and coating.
l) Tapped openings in the stuffing boxes and gland plates shall be closed and sealed with pipe plugs. Plug material
shall be of the same or better than seal gland plate metallurgy. As a minimum, the plugs shall be stainless steel.
m)When specified, impact-measuring devices shall be inspected to determine if the equipment has been exposed to
any excessive shock loads. Where required, the manufacturing representative shall be present.
n) Record all inspections (refer to Annex B and Annex C).
o) Report any damage to the shipping company and vendor immediately. Ensure that any claim forms required by the
shipper or vendor are completed.
2.3 General Instructions—Jobsite Protection
2.3.1 Manufacturer’s or vendor’s recommendations for storage and protective care shall be reviewed by a userdesignated
representative and shall be strictly followed when transmitted to the field. If the manufacturer’s
recommendations are not available, the information included in this RP shall be used as a minimum acceptable
guide.
NOTE Failure to follow vendor’s recommendation for storage and protective care may void the warranty.
2.3.1.1 Review the procurement documents to determine if the equipment had been prepared for a predetermined
storage period. For example, if the equipment was procured per API standards, preparation for shipment would be
“suitable for six months of outdoor storage from time of shipment, with no disassembly required before operation,
except for inspection of bearings and seals. If storage for a longer period is contemplated, the purchaser will consult
with the vendor regarding the recommended procedures to be followed.”
NOTE It is recommended that where machines are to be partially or completely disassembled for storage preservation or
inspection by the contractor or user, the vendor’s service representative should be on site to ensure the accuracy of the work and
the preservation of the warranty.
2.3.1.2 Protective storage requirements for specific items of equipment such as pumps, blowers, fans,
compressors, and gearboxes are found in subsequent sections of this procedure.