Risk Management Professionals

Optimizing Your Remote

HAZOP/LOPA Experience(GCPS-2018 – Paper 513605)

Steven T. Maher, PE CSP

Risk Management Professionals

949/282-0123

www.RMPCorp.com

Presentation/Handout – http://www.RMPCorp.com/Events-and-Resources/Conferences/GCPS/

Risk Management Professionals

Steven T. Maher, PE CSPRisk Management Professionals

• 38-Year Engineer – 34 in Process Safety Consulting Specializing in

Hazard Analysis and QRA

• Mechanical Engineering

– BS – Duke University

– MS – Carnegie-Mellon University

• Professional Engineer – Mechanical & Chemical Engineering

• CCPS Technical Steering Committee – mid-1980s

• Past-President Southern CA Society for Risk Analysis

• Landmark Efforts

– Platform Safety Shutdown System Effectiveness Study

– Torrance Refinery Safety Advisor for MHF Conversion

• Paper & Book Publications – See www.RMPCorp.com

Risk Management Professionals

Optimizing Your Remote

HAZOP/LOPA Experience(GCPS-2018 – Paper 513605)

Steven T. Maher, PE CSP

Risk Management Professionals

949/282-0123

www.RMPCorp.com

Presentation/Handout – http://www.RMPCorp.com/Events-and-Resources/Conferences/GCPS/

Risk Management Professionals

Key Topics

• Importance of a Quality PHA

• PHA History and Regulatory Requirments

• Evolution of Telecollaboration

• Large Capital Project Implementation Changes

• Sensible Remote HAZOP/LOPA Applications

• Planning Tips

• Preparation Tips

• Summary

• Questions

Risk Management Professionals

Why is a Quality Process Hazard

Analysis Important

Saratoga News Photo Tragedies to Avoid

Risk Management Professionals

Brief History of Key PHA

Techniques and Regulatory

Requirements

Evolution of SMS Guidelines & Regulations to

Performance (Goal) – Based Standards

Onshore Process Safety (USA)

Offshore Safety Management Systems (USA)

Offshore Safety Management Systems (UK)

HAZOP & LOPA are Core Elements of

Hazard Evaluation

LV-1

Malfunctions

Open

LT/LIC-1

Fails High

Bypass Valve

Inadvertently

Open by

Operator

Alarm

Fails

to

Annunciate

LT/LIC-1

Fails High

Operator

Fails to

Respond to

Alarm

PSV-1

Fails to Open

on Demand

PSV-2

Fails to Open

on Demand

Significant Damage

due to Fire / Explosion

LV-1 or

Bypass Open

Operator

Response to

Alarm Fails

Pressure

Relief

Failure

Protection Layers (OP Action,

Control Sys, Prot Sys)

Null

Null

Flange Leakage

Vessel Failure

What-If

HAZOP

Checklist

FMECA

CHAZOP

LOPA

Risk Management Professionals

Evolving Technical Platforms

and

Collaboration Techniques

Risk Management ProfessionalsRisk Management Professionals

HAZOP & LOPA

Developmental Milestones

HAZOP & LOPA Developmental Milestones

Risk Management ProfessionalsRisk Management Professionals

Remote HAZOP/LOPA Software

• GoToMeeting➢ Screen Sharing

➢ Video Calls with multiple Cameras

➢ 50 Participants

➢ Ranked 2 on G2crowd.com

➢ https://www.gotomeeting.com/

• Skype for Business➢ Screen Sharing

➢ Video Calls with multiple Cameras

➢ 250 Participants

➢ Ranked 3 on G2crowd.com

➢ https://www.skype.com/en/business/

Risk Management ProfessionalsRisk Management Professionals

Remote HAZOP/LOPA Software

• WebEx➢ Screen Sharing

➢ Video Calls with multiple Cameras

➢ 250 Participants

➢ Ranked 4 on G2crowd.com

➢ https://www.webex.com/

• Zoom➢ Screen Sharing

➢ Video Calls with multiple Cameras

➢ 100 Participants

➢ Ranked 1 on G2crowd.com

➢ https://zoom.us/

Risk Management Professionals

Changes in Large Capital

Project Implementation

Risk Management ProfessionalsRisk Management Professionals

Changes in Capital Project

Implementation

• Financial pressures to accelerate project

schedule

• Use of package vendors to accelerate project

schedule and compartmentalize design work

• Increased spreading of financial project risk over

many companies

• Financial pressures to avoid re-work and start-

up challenges

Risk Management Professionals

Changes Affecting

HAZOP/LOPA Dynamics

• Number of Stakeholders

• Geographic Separation

• Time is Money

• Vendor Packages

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Sensible Applications for

Remote HAZOP/LOPA

Risk Management Professionals

Remote HAZOP/LOPA(Large Projects)

• Involvement of large groups of individuals

• Assembling individuals in the same room is

cost-prohibitive

• Logistics of getting the right people in the room

compromise the usefulness of HAZOP/LOPA

• Additional resources that can’t be present are

needed (e.g., subject matter experts)

• Casual observers can “listen in”

Risk Management Professionals

Remote HAZOP/LOPA(Small Projects)

• Short PHAs

– Travel time/costs are significant

• Management of Change (MOC) Exercises

– Typically short effort and short turnaround

Risk Management Professionals

Example Sensible Applications

Note that time utilization of Remote HAZOP/LOPA Session may be only 80% as

effective as an in-person session.

Co-Location

is

Cost-Effective

SME

Needed

Multiple

Locations

Large

Groups

Fast-Paced

Design

Projects

Co-Location

is

Practical

MOC

Exercises

Co-Location HAZOP/LOPA Remote HAZOP/LOPA

Operating

Facilities/

Units

Short

PHAs

Hybrid:

Core-Team

Co-Located

Risk Management Professionals

Planning Tips for the Remote

HAZOP/LOPA

Risk Management ProfessionalsRisk Management Professionals

Planning Tips(Process Engineer)

• Process Engineer Supporting Interactive P&ID Display

– Multiple Screens

– P&ID Grid Format

– P&ID Augmentation

Risk Management ProfessionalsRisk Management Professionals

Planning Tips(Scribe)

• Quality Scribe Support is Essential for Remote HAZOP/LOPA

– Familiarity with HAZOP/LOPA techniques

– Familiarity with reading engineering drawings

– Familiarity with the telecollaboration software

– Robust understanding of the communications environment

• Scribe Support Cost-Balance

Risk Management ProfessionalsRisk Management Professionals

Planning Tips(Remote “Deputy” and Language Barriers)

• Remote Location “Deputy”

– Someone to control otherrooms in the study

• Minimize Language Barriers

– Remote HAZOP/LOPA increases communication challenges

Risk Management Professionals

Preparation Tips for the

Remote HAZOP/LOPA

Risk Management ProfessionalsRisk Management Professionals

Preparation Tips(Equipment)

• Adequate Computers/Displays

• Cameras

• Pre-arrange Communications Access and IT

Support

• Testing

Risk Management ProfessionalsRisk Management Professionals

Preparation Tips(Physical Access & Room Configuration)

• Verify Room and Location

• Check Power and Communications

Connections for All Computer Equipment

– Verify sufficient communications bandwidth!!!

– Verify that equipment is contemporary.

Risk Management ProfessionalsRisk Management Professionals

Preparation Tips(Technical Preparation)

• Pre-define and Communicate Causes

– Completeness

– Future Use

– Quickly locating Equipment on P&ID During

Session

– Grouping Causes

• Pre-define and Communicate Questions

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Summary

Risk Management ProfessionalsRisk Management Professionals

Remote HAZOP/LOPA

• Requires extra planning and preparation

– Camera Checks, Software Checks, Pre-causing

• Should not become the standard for all PHA, but for many important applications, the advantages outweigh the disadvantages

• Remote HAZOP/LOPA can:

– accelerate the progress of efforts such as capital projects,

– aid in project control,

– enhance teamwork, and

– result in tangible savings to the Owner/Operator.

Risk Management ProfessionalsRisk Management Professionals

Remote HAZOP/LOPA

• Technological advances will continue to facilitate telecollaboration.

• Process Safety Professionals must continue to adapt and embrace new ways of working together.

Risk Management Professionals

Questions?

Steven T. Maher, PE CSPSteve.Maher@RMPCorp.com

877/532-0806

www.RMPCorp.com

Risk Management Professionals