Pathnovo Logo
Free Template

Pre-Commissioning Checklist (Excel)

Free system-wise pre-commissioning checklist for EPC contractors driving Mechanical Completion handover. Tracks hydrotest, flushing, loop checks, reinstatement, and punch-list closure through to MC certificate sign-off. Or let Pathnovo auto-prepare the full dossier from your P&IDs and equipment list.

In short

A pre-commissioning checklist is the system-by-system punch list driving the EPC project from end of construction to Mechanical Completion (MC) and into commissioning. It records hydrotest per ASME B31.3, flushing per cleanliness class, instrument loop checks, electrical insulation resistance, reinstatement, and lube oil flushing. Punch categories (A blocks MC, B blocks startup, C post-startup) drive the startup curve. Get the Excel template, or Pathnovo auto-prepares the dossier in 48 hours.

Checklist Columns

System Number

Sub-System Number

System Description

P&ID Reference (Sheet + Revision)

Discipline (Piping / Mechanical / Electrical / Instrumentation / Civil)

Activity Type (Flushing / Hydrotest / Reinstatement / Loop Check / Energisation / Lube Oil Flushing)

Acceptance Criteria (Pressure / Duration / Cleanliness Class / Insulation Resistance)

Procedure Reference (Document Number + Revision)

Witness Required (Owner / Vendor / Third-Party)

Status (Not Started / In Progress / Completed / Punch A / Punch B / Punch C)

Punch List Item Number

Punch Category (A blocks MC / B blocks startup / C post-startup)

Hydrotest Pressure (Design x 1.5 per ASME B31.3)

Hydrotest Hold Time

Hydrotest Pack Reference

MC Certificate Number

MC Certificate Date

Sign-Off: Construction

Sign-Off: Commissioning

Sign-Off: Owner Representative

Handover to Commissioning Date

Notes

Frequently Asked Questions

What is a pre-commissioning checklist?

A pre-commissioning checklist is the structured punch list that tracks system-by-system readiness from end of construction through Mechanical Completion (MC) and into commissioning. It records every activity required to confirm a system is mechanically complete and safe to energise or pressurise: flushing per cleanliness class, hydrotest per ASME B31.3 or the applicable code, reinstatement, electrical insulation resistance checks, instrument loop checks, lube oil flushing on rotating equipment. Owner-operators and EPC contractors use it to drive the punch-list close-out and to support the MC certificate issued at handover to commissioning.

What columns are required in a pre-commissioning checklist?

Standard columns: system and sub-system number, system description, P&ID reference with current revision, discipline, activity type (flushing, hydrotest, loop check, reinstatement, energisation), acceptance criteria, procedure reference, witness requirement, status, punch list item number, punch category (A blocks MC, B blocks startup, C is post-startup), hydrotest pressure and hold time, MC certificate number, sign-off by construction, commissioning, and owner representative. The columns drive both the daily punch-list review and the final MC dossier the EPC submits to the owner.

How does Pathnovo auto-prepare the pre-commissioning dossier?

Pathnovo, an engineering document intelligence platform, auto-prepares the pre-commissioning dossier by parsing the system breakdown from the P&IDs and equipment list, generating the system-wise checklist with discipline-specific activities, mapping each line and equipment tag to its hydrotest pack and flushing loop, and producing the punch-list register pre-linked to MC certificates. The output feeds the owner-operator handover bundle. See the as-built documentation workflow for the full pipeline.

What is the difference between Mechanical Completion and pre-commissioning?

Mechanical Completion (MC) is the milestone: every system is physically installed, hydrotested, flushed, reinstated, and ready for energisation, with Punch A items closed. Pre-commissioning is the activity set that gets the system to MC: hydrotest, flushing, reinstatement, instrument loop checks, electrical insulation resistance, lube oil flushing. After MC, commissioning starts: water runs, chemical runs, first hydrocarbons. The checklist tracks pre-commissioning progress to MC and supports the MC certificate the EPC issues at handover.

How does the pre-commissioning checklist feed CFIHOS handover?

The pre-commissioning checklist outputs (MC certificates, hydrotest packs, flushing records, loop check sheets, reinstatement records) are CFIHOS Class 4 (Document) deliverables tied to CFIHOS Class 5 (Tag) entities. The owner-operator's CFIHOS audit confirms each MC system has the complete dossier in the handover package. See the CFIHOS standard reference and the CFIHOS handover checklist template for the full dossier scope.

Does this work for Indian PSU brownfield projects under OISD?

Yes. For Indian refinery and petrochemical brownfield work under MoPNG and PNGRB jurisdiction, the pre-commissioning checklist additionally references OISD 118 (Layout for Oil and Gas Installations) for reinstatement of inter-distance compliance, OISD 150 for fired heater commissioning where applicable, and PESO Form XIV / XV for pressure equipment energisation. The template optional columns capture OISD clause references and PESO form numbers. See the OISD 118 compliance workflow.

How does the punch-list connect to the commissioning sequence?

Punch A items block MC, the system cannot be handed over to commissioning until they are closed. Punch B items do not block MC but block startup, they must be closed before first hydrocarbons or first run on operational service. Punch C items are post-startup, they can be closed during early operations without affecting plant availability. The commissioning sequence is driven by MC dates per system, the punch-list categorisation directly drives the achievable startup curve. The template Punch Category column supports this categorisation directly.

See what your documents actually contain.

Send us 10 documents from your current project. We extract, reconcile, and show you exactly what we find in 48 hours, before any contract.

If the accuracy isn't what we promised, you owe us nothing.