Client Services


PTS provides a wide range of services to meet the personnel and technical needs of companies. From short term contracts for specific jobs to full scale grass roots projects, PTS provides efficient and highly competent skilled employees to compliment any staff.

By staffing jobs through PTS, managers are assured reliable and experienced personnel mobilized in a timely manner meeting a company’s requirements.

PTS provides the following services to supplement your staff:


  • Direct pre-commissioning activities
  • Protection of equipment from delivery to final acceptance
  • Maintain equipment reliability
  • Develop punch list and perform
  • Rotating equipment alignments
  • Observe installation of all equipment, buildings, and support structures
  • Planning / Scheduling utilizing programs such as Primavera, Microsoft Project, etc.
  • Factory acceptance and site acceptance Testing / Inspections / Calibration
  • Quality Assurance / Quality Control


  • Develop the “Prepare to Operate” work strategy
  • Develop “Management Control Diagram”
  • Synchronize construction turnover packages with Commissioning / Operations schedule
  • Determine commissioning schedule
  • Planning / Scheduling
  • Evaluate progress
  • Develop detailed commissioning procedures
  • Develop mechanical equipment troubleshooting guides
  • Plan / Schedule Start-up
  • Act as owner’s representative with EPC contractor(s)
  • Document control system




  • Initial systems preparation
  • Pre-Start-Up-Safety Review (PSSR)
  • Introduction of hydrocarbons
  • Introduction of feedstock
  • Initial operations




  • Plant Stabilization
  • Troubleshoot process & equipment
  • Continuation of training
  • Operations contract: short or long term
  • Establish predictive & preventive maintenance

Control System Services

  • Control system pre-commissioning
  • P&ID verification
  • Control system vendor surveillance
  • Construction QC
  • P&ID walk down
  • Control system commissioning
  • Control system QA / QC

Cold Eyes Review

A key service that Process Technical Services provides is a Cold Eyes Review of your project, also known as an Independent Project Review. Our clients have found a qualified independent audit of their project provides a unique perspective from qualified professionals.

An effective and timely Cold Eyes Review is invaluable to project success, providing critical management information and identifying targeted improvement opportunities in time for effective corrective actions.

It is difficult to obtain a qualified and objective assessment of project execution, uncertainties, and preparedness for startup.  Objectivity is often difficult for internal resources, and experienced, qualified external resources are rare.

PTS is uniquely positioned to meet this need, with proven, experienced practitioners and an established methodology.   PTS resources have extensive familiarity with application of industry best practices and in-depth experience with a broad range of projects, so they come up to speed on the particular project quickly.  These experts not only identify problems but also provide practical recommendations for corrective measures, and transfer their knowledge via “lessons learned” sharing, training, mentoring and coaching.

Cold Eyes Reviews are an effective tool in managing a Phase Gate Project delivery process, ensuring a project advances to the next phase only if it fully satisfies clearly defined requirements. These reviews become particularly valuable in helping a team prepare for startup, providing a realistic, credible assessment of startup readiness of the organization, the facility, and the work processes and systems.

A typical Cold Eyes Review takes one to three weeks.  PTS experts meet with selected project personnel in a structured process, discussing and reviewing in detail startup staffing, organization, systems, procedures and materials.  Their charter is to provide an accurate evaluation of where the project actually stands, pointing out both positive and negative factors.

The PTS reviewers will identify, in quantifiable dimensions, gaps that must be addressed as well as areas where additional effort is unnecessary. They assist in developing gap closure plans, including recommendations for improving areas that haven’t yet progressed to the necessary completion or quality for startup. These gap closure suggestions are invaluable in putting a project back on course. The Review process can also improve cost and schedule confidence, break down organizational silos, improve communication, and foster buy-in to specific action plans.  PTS will work with your organization to customize the process to your unique situation, scheduling it to optimize benefits and minimize impact on startup team activities.

QA / QC Inspection

Services Provided

  • Program Development / Writing
  • Procedure Development / Writing
  • Reports Development / Writing
  • Shop inspection
  • Field inspection
  • Plans / Audits / Remediation Scopes
  • Training
  • Computer aided drafting

Disciplines Covered

  • Architectural
  • Civil
  • Mechanical
  • Piping
  • Structural
  • Instrument & Controls
  • Electrical
  • Communications


American Society of Mechanical Engineers (ASME)

Boiler and Pressure Vessel Code, Section VIII Division 1

ASME / American National Standards Institute (ANSI) Piping B31.1 & B31.3

National Board Inspection Code (NBIC)

American Welding Society (AWS) Standard for Certification
of Welding Inspectors (CWI). Standard QS-1

American Petroleum Institute (API) Standards 510, 570, 653
and associated Certification of Inspector Programs

Instrument Society of America (ISA) Certified Control System
Technician (CCST) Program Level I, Level II, Level III

National Fire Protection Association (NFPA) Codes and Certification
Programs. NFPA 325, 496, 497 and API 500

NFPA 70, National Electrical Code (NEC) and Certification Program

Project Support Services


  • Technical
  • Safety
  • PSM compliance



  • Needs analysis
  • HAZOP Reviews
  • Pre-Start-Up-Safety Reviews (PSSR)
  • I / E Services
    • Configuration
    • Programming
    • Engineering
    • Installation


  • Construction QA / QC
  • Vendor inspection
  • Pilot plant operations
  • Review / Revise P&IDs
  • Mothball / Re-commission Plants
  • Backfill Operators / Mechanics to free up client employees

Procedure Writing

  • Commissioning
  • Operating (SOP)
  • Training modules
  • Process technology packages
  • PSM & ISO 9000 documentation
  • Review & evaluate existing procedures
  • Mechanical integrity procedures
  • Laboratory Procedures / Methods
  • Environmental
  • Safety

Training Programs

Process Technical Services provides convenient In-house training programs for industry personnel.

Qualified Technical Programs

  • Operations
  • Mechanics
  • Electricians
  • Instrument technicians
  • Control system specialist
  • Laboratory technicians
  • Warehousemen
  • Safety technicians
  • Emergency response


Project Training

  • Grassroots
  • Green Grass
  • Revamps
  • Expansions
  • Classroom
  • Field
  • Process Technology

Project Training Phases

  • Basic
  • Overview & Safety
  • Process systems
  • Job specific
  • Special training
  • Refresher


Process technology development packages

  • Seminars
  • Basic plant site operation
  • Grassroots project training phases
  • Structured training development

PTS Specialties

•  Projects / project activities
•  Grassroots / Green Grass
•  Revamps
•  Mothballing
•  Owner / EPC interface
•  Expansions
•  Preparation for operations
•  Precommissioning
•  Training
•  Commissioning
•  Initial start-up
•  Plant stabilization
•  Pilot Plant-test run / operations
•  Turnaround coordination
•  Procedure writing
•  Operations contract services
•  Work stoppages
•  HAZOP reviews

Shutdown / Turnaround

  • Planning and Scheduling Work
  • Pre-Shut-Down systems preparation
  • Pre-Shut-Down Safety Review (PSSR)
  • Shut-Down
  • Removal of hydrocarbons
  • Removal of feedstock
  • Commence maintenance work



•  Managers
•  Project
•  Commissioning
•  Maintenance
•  Operations
•  Operators
•  Chief operators
•  Advisors
•  Commissioning
•  Start-up
•  Inspectors
•  Trainers
•  Procedure writers
•  Pre-planners / Planners
•  HAZOP specialists
•  Engineers

•  Environmental
•  Engineers
•  Specialists
•  Instrument specialists
•  Electricians
•  Schedulers
•  Mechanics
•  Millwrights
•  Pipe fitters
•  Process control specialists
•  Analyzer specialists
•  Safety technicians
•  Laboratory technicians
•  Chemists
•  Contract administrators

Equipment Sourcing

Viewpoint Energy LLC

Process Technical Services has a working affiliation with Viewpoint Energy LLC which is a successful company in sourcing plants and equipment for third parties. Viewpoint’s capabilities to locate and move process plants or equipment to a client’s location is compatible with PTS’s business model of pre-commissioning, commissioning and start-up of process plants.

ViewPoint LLC

  • Brokerage
  • Barter agreements
  • Contract purchasing
  • Feasibility studies
  • Investment recovery
  • Plant & Equipment sales
  • Valuations