- Identify facilities to be evaluated un-der the AIMS work process.
- Establish annual schedules for AIMS projects using risk-based criteria to prioritize sites (e.g., based on horse-power, materials handled, type of facility, setting, etc.).
- Obtain business unit (BU) leadership approval for annual schedules and budgets.
- Individual AIMS Projects:
- Prepare/update as-built drawings for selected sites
- Prepare/update P&IDs, site plans and area classification drawings
- Verify the sizing of pressure safety valves (PSVs), control valves, vents and drains
- Verify material and energy balances
- Verify aging piping and associated equipments and prepare for replacement to reduce GHGs and Methane Emissions
- Review shutdown keys
- Conduct hazard and operability studies (HAZOPs)
- Evaluate report findings, review recommendations and categorize them using the operating company risk matrix (impacts and likelihood)
- Prepare and distribute HAZOP reports
- Discuss deficiency rectification actions required of the operating company and EPCM
- Sign-off on action items after the operating company internal review
- Prepare rectification drawing package for tender to qualified contractors
- Obtain competitive pricing and select contractor to complete HAZOP recommendations
- Monitor and report the status of deficiency rectification actions to appropriate asset team leads
- Verify that deficiency rectification actions have been completed
- Modify drawings and documents as necessary to reflect ‘as-built’
- Return critical documents and drawings to the company document system
- Conduct a look back to review over-all adequacy, suitability and effectiveness of the AIMS program with oil & gas leadership team annually.
- Update AIMS schedules annually (incorporating appropriate re-validation of location-specific HAZOPs every 5-10 years).
Qualifications for EPCMs will be evaluated for each AIMs project to ensure competence based on knowledge, education, training, and relevant work experience. At a minimum, EPCMs shall have documented environment, health, and safety (EH&S) training, general liability insurance, a quality assurance (QA) manual, and an agreement with the owner company. The personnel from each EPCM must have adequate professional qualifications such that a meaningful and accountable review can take place. The senior process engineer should be a professional engineer with an appropriate engineering degree and at least 10 years working experience in the process engineering field. Other participants should have technical backgrounds in instrumentation and project management, with significant experience in their discipline.
- Risks associated with specific facilities (e.g., oil vs. gas, installed horse-power, setting, size of workforce, type of operations, etc.).
- Length of time since previous assessment (re-validation of HAZOP).
- Operations impact.
- Approved capital maintenance budgets.
- Resource availability
Schedules prepared by the AIMs manager are to be presented to the area leadership team for review and approval at an appropriate time for consideration during preparation of budgets.
Documentation and Record-keeping Requirements
Phase 3: HAZOP Recommendations. Recommendations represent the output from the HAZOP and identify those items that may pose a risk to the operability and safety of the facility in question and must be documented so that a structured follow up can be done. The status of individual deficiency rectification actions versus predefined project milestones is tracked on a weekly basis to ensure a timely completion of the rectification process. Four copies of AIMS related documents (e.g., HAZOP assessment reports) are required of each EPCM. These documents are distributed to:
- Operations Engineer,
- Drawing Control,
- Area Facilities Engineer,
- Field Operations.
- Per cent completion of AIMs studies in accordance with established schedules.
- Establishment of rectification plans for extreme/high risk deficiencies within six months.
- Correction of extreme/high risk deficiencies within one year.
- Per cent completion of deficiency rectification actions according to schedules established in location-specific HAZOPs.
- Costs vs. budget.
Reviews should be conducted by the AIMs manager every five years to verify that the AIMs work process is being carried out as planned and is meeting desired performance objectives and reported to the operations engineering advisory team lead.
ABOUT THE AUTHOR
- ASME International, Three Park Ave., New York, NY 10016-5990
- CSA International, 178 Rexdale Blvd., Toronto, Ontario, CANADA M9W 1R3
- American Petroleum Institute (API), 1220 L St., N.W., Washington, DC 20005-4070
- NACE International, The Corrosion Society, 1440 South Creek Drive, Houston, TX USA 77084-4906
- CEPA, Canadian Energy Pipeline Association of Canada, Calgary, Alberta, Canada
- University of Calgary
- Oil, Gas and Engineering Companies of Canada.