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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
Risk Management Professionals
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
Risk Management Professionals
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 [email protected]
877/532-0806
www.RMPCorp.com
Risk Management Professionals