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“How Industry Learns” --- Proposed Project ---
Karen Paulk, ConocoPhillips, Chair, Process Safety Group&
Ron Chittim, API
CRE Chairs & Sponsors WorkshopMay 15, 2011Seattle, WA
• “We have a problem with the refinery industry,” (whose investigations of refinery accidents have uncovered a pattern of safety lapse)”
• “We have decreasing staff levels, disinvestment in safety, a lack of training, and accidents or near-misses — indicators of catastrophe — being ignored”
• “Serious incidents at refineries continue to occur at alarming frequency”
• “U.S. oil refiners are compromising mechanical integrity of their equipment by extending cycles on their plants”
• “Oil industry’s “run to failure” mentality”• “It’s all about the money - the refiners run the units longer to sell as
much product as possible”• “The large number of fatal or catastrophic incidents in the petroleum
refining industry indicates the need for a national emphasis program.”
Recent Media Quotes from CSB, USW & OSHA
Problem Statement
• Public perception that refineries are not operating safely and responsibly
• Continued allegations by CSB, USW and others that refiners are not “serious” about safetyNot learning lessons from refinery incidentsAging refinery equipment
• Upcoming 2012 Labor negotiations Health & Safety will be a major focus of USW
• Refinery safety issue has some attention in Congress
Proposed Project – How to Address Problem Statement • Focus is on safety first (vs. cost, business impact,
etc.)• Develop general statements to describe current
industry efforts• Develop specific statements with clear examples • Examples need to be impactful, highlight efforts and
must be easily understood• Consider both reactive and proactive efforts• Sustained “evergreen” effort
Address short-term need Develop longer-term plan to formalize effort
• Result – ready resource that describes “step-change” or significant efforts vs. incremental activities
Resources & Information Needed to Address Problem Statement • Need input from CRE, PSG & SFPG - as part of standards
management efforts, consider identifying:o Improvements in safety or fill a safety gapo Responses to learnings from issues/incidents in
refineries o Significant steps taken to improve mechanical integrityo New provisions that monitor condition/prevent failure
by triggering maintenance/repair/replacemento Risk prevention & mitigation improvementso Other (?)
• CRE Sponsors & Subcommittee Chairs – communicate this project to task forces and encourage information collection per above
Resources & Information Needed to Address Problem Statement • Contact other standards developing organizations and other
industry groups for examples of efforts to add to this project Probably consider as a Phase 2
• When appropriate, think beyond “standards” (e.g., training, certification, workshops, etc..)
• API staff will collect input and develop draft communications package for review and comment
• API staff and committee leadership to develop long-term structure
• ”Network” of subject matter experts review, update, and strengthen industry standards for refinery maintenance, inspection, and repair
• Mechanical integrity is addressed through conformance with API equipment specific standards and recommended practices
• National and regional safety conferences where lessons-learned are shared among industry representatives
• API’s Inspector Certification Programs have certified about 8000 inspectors in U.S. employed by over 2000 companies
• API is collecting leading and lagging incident data per API RP 754 – Process Safety Performance Indicators
• Mechanical integrity of equipment is managed by condition, not age
What is Industry Doing to Address “How Industry Learns?”
General Statements – Work in Progress
• PetroArch Database - sustainable documentation of the data that underpins the technical basis of many codes and standards
• API 510/570 Pressure Vessel and Piping - inclusion of MOC and internal/external auditing language
• API 580/581 Risk-Based Inspection - what, when, and how to inspect based on documented prioritization using consequence and probability
• API RP 584 Integrity Operating Windows – establishing damage avoidance parameters
• API RP 571 Damage Mechanisms - identification and effectiveness
• [add Process Safety and Fire & Safety examples]
What is Industry Doing to Address “How Industry Learns?”
Specific Efforts – Potential Examples - work in progress
(needs further explanation)
Back Up Slides
• Implement a robust mechanical integrity programs with an emphasis on thorough inspections of critical equipment
• Monitor process safety performance using appropriate leading and lagging indicators to measure process safety before major accidents occur
• Maintain an open and trusting safety culture where near-misses and loss of containment incidents are reported and investigated
Dr. Moure-Eraso urges companies to take action to prevent accidents, including: