When do we need to consider Pre-Sales site reviews?

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Existing buildings
Major or multiple cut ins
When a phased installation will be used
A building expansion
5 If we do not have good historical records. (Complete as-builts- Panel information) or if we have negative customer experiences in
past projects
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If we are to use reworked equipment (If not we need a statement in contract regarding refurbishment or acceptable levels etc)
If expectation is that we have to match existing systems
Interfacing with non-Rapistan Equipment
Complex header steel, platforms sortations systems
If system is being put in a congested area or an existing complex solution
High risk customers or consultants

Who should go to these reviews? (Above and beyond Sales staff)

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Any person from any department that meets one of the following criteria:
If one person- Person must have basic understanding of all categories
Controls if major controls rework (support for Electrical Installation) ( to get current PLC software??)
Previous Engineering leads for this customer
Field Engineering staff if they are close to the site
Installation staff if they are near to the site.
SAE staff as determined by the SAE Estimating Lead.
Mechanical Application Engineers should have manager review and sign the form upon return.
Project Leads are required to scan and save the form in PMC

Who triggers a site review?

1 If above $3M, PM should trigger
2 If below $3M, estimator should trigger

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Release: 2/24/09
Approved: Kevin Grevengoed

Site Review Checklist

Name

PROJECT #

AREA:

Date

Tools to bring:
Tach
Tape Measure / Laser tool
Digital camera / and or video as needed.
Layout Dwgs / cabinet drawings/ Estimating drawings / Laptop to get latest PLC software.

Walk the intended conveyor path looking for obstructions

Lighting

Keep in mind minimum height package clearance

above conveyors.
Required clearance:

ft

Keep in mind minimum height personnel clearance

above walkways.
Required clearance:

ft

Columns
Rack
Joist

Research available info prior to trip, discuss with steel group, loading

HVAC
Sprinkler
Roof Drains
Conduit
Verify prior as-built accuracy of drawings & header steel drops
Other conveyor/Catwalk
Other conveyor supports
Walk the intended path of stairs and catwalks looking for general obstructions
Confirm location of aisles
Make sure a path exists for egress
Confirm location/elevations of all interface points with existing system
Confirm location and size of dock doors, fire doors, and other wall penetrations
Review Crossover/Stair/Backstop locations
Check condition of any equipment to be re-used. Attach a separate list with model and condition noted
Does contract have Re-furb clause?
Make sure adaquate clearance exists for cabinet and cabinet door openings (as per code required clearance)
Document on separate sheet exact existing cabinet locations or verify as builts
TACH speeds and functionality of APC as well as interface equipment
What company did existing PLC? Do we have copy of program?
Verify sales defined: available lay down area, available receiving doors, existing compressor and sizes/capacity
Location and condition of computer room for server location
Control stations / consoles
Hours of operation & building access requirements

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Released: 12/23/11
Approved: Dan Amrhein

Safety policies, obtain written copy if possible

Site conditions; temperature, dirt , lavatories, parking (trailers), utilities
Security requirements
Vendor personnel policies- Bathrooms, Break areas, exits to trailers and porta potties.etc.
Shelving or rack details if we are to duplicate
Cross-overs, color, vertical or stair, walkovers, existing locations
Colors of equipment: catwalk, handrail, header steel, platforms
Power distribution, locations, capacities
Fire doors and fire interlocks: brand, model, wall side
Bar code information, details , specifications. Obtain samples of all types of barcodes if possible
Verify sales defined product to be handled (Condition, tote details dimensions, weights)
Type of physical interface to software system (i.e. serial / ethernet, ect.)
If using something like DeviceMaster or Rocketport, ect., how many ports are available.
Document software screens and functionality.
Verify control cabinet FLA and feeder size
Determine where work will need to be performed inside live energized cabinets.
Are cabinets/switchgear labeled with arc-flash boundary and hazard category rating for PPE?
Are arc-flash analysis results and one-line diagrams available?
Bring back copies of customer controlled drawings of all affected areas, if available
Upload running PLC programs of all affected areas if possible
Software revision levels, product types (i.e. rapidroute), factuality (standard & custom).
Maintenance manager contact info:
Header steel: Max distance from panel point, ESFR requirements, threaded rod or angle drops
Locations of existing wireways (not conduit) - is there room to add more
If Dematic is doing power for trailer loaders, air compressor, lighting, outlets
get info on existing house power locations and spare breaker openings, and breaker brand

335624458.xls/What

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Released: 12/23/11
Approved: Dan Amrhein

What should we add to the contract language if we do not go to site?

1 Reference to what revision of existing drawings are being used.
Anything not matching these drawings may require additional cost
2 If variance in site conditions (clearances . Customer will be reponsible to pay for additional rework)
Cabinets must have room for additional components as noted.
3 Clarify that we may not use existing conduit and panduits.
4 An expectation on the condition of existing equipment

Revision History
Revision date 2/24/09: Katie Russell has added multiple items to the checklist and other tabs based on
meeting with stakeholders.
Added rev date and approver name to print footer.
Revision date 12/22/11: Added "Confirm location and size of dock doors, fire doors, and other wall
penetrations" per Mike Jones.
Revision date 10/09/2014: Added "Locate any new and existing control cabinets and ensure they have a
48 clearance in from the doors (or adequate clearance determined by controls engineer)"
"Mechanical Application Engineers should have manager review and sign the form upon return. "

335624458.xls/Contract Language&RevHistory

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Revision Date: 2/24/09

Approved by: Kevin Grevengoed