Hydrocarbon Toolkit
Hydrocarbon Toolkit
Hydrocarbon Toolkit
CONTENTS
page
In terms of process equipment the
HSE database for tracking and
trending hydrocarbon releases
primarily on equipment failures,
clearly human factors are also a
major cause of releases. Typically
12
shows 3 significant areas where these failures are in permits to work
1 Introduction
releases occur. Most occur in piping and isolation procedures, task risk
3 Tool 1 Management Commitment
steel, flanges, joints and then assessments, training & competency,
5 Tool 2 Hydrocarbon Release Database
instrumentation. Internal pipework planning & communication. The
7 Tool 3 Good Practice Guidance
corrosion, sand erosion and fatigue ‘tools’ for addressing these areas are
7 i Bolted Joints Guidelines
are the main problems in piping already well established in offshore
9 ii Flexible Hose Guidelines
steel; vibration or mechanical failure
11 iii Small Bore Tubing Guidelines operations. However for all ‘tools’ to
in instrumentation and improper
13 iv Vibration Guidelines be effective they must be regularly
make-up of flanges or joints.
15 v Corrosion Guidelines inspected and well maintained.
17 Tool 4 Awareness And Communication Half the releases occur during normal
19 Tool 5 Audit Further information on permit
operations and half are directly
23 Tool 6 References and Contacts to work systems and isolation
related to human intervention with
procedures can be found on the
equipment (many of the releases 1
Number of releases
This 'Toolkit' is a collection of these good practices, and provides a central reference to Managers,
Supervisors and the Workforce.
100
The sustained implementation of these good practices should considerably improve Asset Integrity and the
reduction of hydrocarbon releases.
50
Key points to note on the graph opposite:
1 Major releases have seen the greatest improvement from typically 20 releases per year down to 6. 0
2 Significant releases have shown a steady improvement over the years until 03/04 where the trend 93/94 94/95 95/96 96/97 97/98 98/99 99/00 00/01 01/02 02/03 03/04
appears to be reversed. Year
3 Minor releases had a dramatic increase when the Hydrocarbon Release Reduction campaign was
initiated due to heightened awareness of reporting criteria. 1 Tool 6 – References and contacts: See website no.2 for address
2 Tool 6 – References and contacts: See website no.1 for address
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TOOL #1
MANAGEMENT COMMITMENT
Strategies for ‘How’
Below are some examples of ‘How’ strategies:
34
‘How’ strategies
Fostering corporate commitment
• Develop a Leak Reduction Management System
ONE
To make serious inroads into permanently reducing hydrocarbon releases requires strong management • Allocate an appointed person who manages the programme
commitment, support and resources to see through necessary improvements. Management commitment • Develop an active leak risk management plan, including a leak register
should be demonstrated through the implementation, awareness and sustained use of the tools in this • Establish an integrity management plan covering competence, materials, make-up, testing
toolkit along with clear strategies and targets for reducing releases. Annual business plans or and post-start-up monitoring of joints
performance scorecards with specific goals demonstrate throughout any organisation the importance of • Create a system for systematically searching the plant for leaks and seeps and correcting
this issue. the defects found
• Perform an assessment of risk of leakage due to vibration/fatigue failure
The containment of hydrocarbons is a complex process and there is no single solution. • Ensure an audit process is in place to make sure these expectations are delivered
TWO
Leak Reduction Targets • Repair percentage of leaks each year
• Strive for zero dangerous occurrences (including hydrocarbon releases)
Management should set targets to address Hydrocarbon Release Reductions such as: • Promote proactive reporting
THREE
• Target % reduction by a specified date/time
• Specified year-on-year reduction • Review PTW procedure
• Reduce from X to Y with stretch of Z • Develop and implement competence profile for personnel associated with mechanical
electrical and process isolations
• Set specified number or spread of reportable releases (OIR 9Bs) • Review past data associated with hydrocarbon leaks and from OIR12 submissions and
• Set target % of equipment to be inspected each quarter identify any trends where incidents occur and develop strategies to address these
• Set number of management site visits each year
• Allocate resource to address the initiative
FOUR
• Raise operator awareness of system hazards
• Carry out compression fittings awareness, training and ensure competency of personnel
• Complete a risk assessment & toolbox talk for every job
• Carry out specification reviews to ensure correct materials being used for bolting, gaskets etc.
FIVE
• Set up a management auditing system which includes asset integrity as a fundamental and
critical component
• Ensure senior management involvement in audit program
• Implementation of asset integrity improvement plan
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TOOL #2
HYDROCARBON RELEASE DATABASE
How do I access the HCR System? 56
The HCR System HOME page If your company has not yet
at https://www.hse.gov.uk/hcr3/ registered to use the HCR System
contains general details of the site, and, after viewing the HCR HOME
Hydrocarbon release system database including a table and graph, which page information, you feel that
illustrate current reporting trends, you could benefit from further
The Hydrocarbon Releases (HCR) System contains detailed voluntary information on offshore plus a HELP file describing the information on offshore hydro-
hydrocarbon release incidents. The web-based version of the HCR System allows duty holders and various features of the HCR System. carbon releases, then please use
other authorised users password-protected access to the system to submit incident reports direct to After logging on, this HELP file the contact details given on the
HSE via online interactive forms. Statistical information is also made available in the form of standard expands to include full guidance on HOME page and in HELP to advise
reports, generated graphs and/or tables online as required. how to report releases and how to the HCR Administration team of
operate the HCR System. your requirements.
Interrogation of the database allows companies to gain valuable trending information for their own
facilities as well as being able to assess their performance compared to the rest of the industry. This
can be invaluable for setting up inspection programmes as part of the integrity management system
and also establishing an audit programme. IMPORTANT INFORMATION
Some examples of the kinds of trending you can extract from the database are: system failures resulting
For all reportable releases an OIR9B must be completed within 10 days
in HCRs; equipment failures resulting in HCRs; types of failure and leak frequencies for each system. followed by an OIR12 Supplementary Information within 28 days.
NOT ONE WITHOUT THE OTHER
TOOL #3
GOOD PRACTICE GUIDANCE
The guidelines cover: 78
Part 1 – The essential elements of a management system
TOOL #3
GOOD PRACTICE GUIDANCE
Flexible Hose Assembly 9 10
Safety Management Lifecycle Objectives and Activities table
Issue No.1 – Jan 2003
ii Flexible Hose Guidelines This table has been extracted from the UKOOA/IP guidelines:
• Hose performance
Detailed design, materials specification, • Compatibility • These Guidelines
Flexible Hose Assemblies (FHAs) are complex components used extensively for delivery of products or Detailed Design operating conditions, procurement • Operating parameters • ISO 8331
and storage. • Procurement criteria • ISO 10380
hydraulic power on a wide range of process, drilling and service/utility systems. Failures in their integrity • Certification
can create hazards such as leakage of flammable or toxic substances. Failures or defects can
compromise the operation of safety and control systems, impact on the safety of personnel or cause To ensure that FHAs are transported, • Installation and testing
Construction • Storage &
environmental problems. /Installation sorted, installed to design, and that
transportation • These Guidelines
commissioning is satisfactorily • Hose routing • ISO 8331
/Commissioning
completed.
FHAs are often an integral part of pressurised systems carrying hydrocarbons (liquids and gases), • Commissioning
high-pressure water, chemicals, fuels and high-pressure power fluids. They are also used in many
Development of a Maintenance and
drilling/well engineering applications and extensively used during bulk loading and unloading operations. Inspection Strategy for FHAs. The
• Tagging & documentation
Operations, Maintenance, • Inspection strategy
strategy should ensure that Inspection • These Guidelines
Inspection and Testing • Pressure testing
Effective management, in particular the assurance of personnel competency, is key to ensuring the frequencies align with the FHAs criticality • Rejection criteria
quality of the whole lifecycle management of FHAs. To ensure the integrity of flexible hose products, and Risk Assessment.
TOOL #3
GOOD PRACTICE GUIDANCE
• The principles of making up various fittings.
The guidelines apply to small bore tubing used for instrumentation and control purposes. They provide
an outline approach to the specification, design, operation and maintenance of small bore tubing
installations and set out issues to be considered and recommended principles to be followed:
• Principles of hazard management should be integral in the design, maintenance and operation of
small bore tubing. Root cause analysis is essential and any lessons learnt should be fed back into the
management of these systems.
• A management system should be established to ensure competency of personnel and identify the
requirement for a register of ‘Authorised personnel’. An e-learning course, ‘Compression Fittings and
3
Small Bore Tubing Awareness’ has been developed as a result of a Joint Industry Project to deliver the
awareness training requirements of these guidelines.
• Performance Standards and their typical content should be considered, if a hazardous situation could
arise as a result of fittings failures.
• Requirements for setting up a standardisation policy to specify the permitted combinations of fittings and
related devices for use when considering a new installation or altering an existing installation site.
TOOL #3
GOOD PRACTICE GUIDANCE
Remedial Action Whenever possible and practicable reduce vibration at
source (reduce the level of excitation) by installing appropriate supports/
dampening etc. For new construction the use of one piece short-bodied
13 14
forgings rather than weldolet and nipple is preferred.
iv Vibration Guidelines
2 – Transient Vibration
Fatigue failure from vibration in pipework is
Transient Vibration Guidelines for Fast Acting Valves Screening Assessment,
a common source of leaks. Vibration causes 4
produced for HSE (OTO 2002/028) .
dynamic stresses which, if above a critical
level, could initiate fatigue cracks. Fatigue They covertheory and screening methods to assess piping local to various types
cracking can lead to through-thickness of valves. The output from the assessment, in conjunction with the sbc’s
fracture and subsequent rupture. Fatigue life screening assessment in item 1, provides a risk rating which can be mitigated
of the component can be relatively short against by applying the recommendations from these same guidelines.
(minutes or days) or long (years) if the
vibration is intermittent.
3 – Vibration in Flexible Risers
5
Three of the vibration related problem areas addressed by the offshore industry are: continuous A JIP was established by BP, ExxonMobil, Statoil, the HSE and Bureau Veritas .
vibration from steady-state plant operation (the commonest); transient vibration (shock/impact loading
In the last few years several assets that utilise flexible risers for gas export have
from rapid valve closure etc.); and vibration in flexible risers from subsea lines.
experienced high levels of piping noise and vibration resulting in piping
failures and significant reductions in gas exports rate. The vortex shedding
1 – Continuous Vibration
phenomena within the flexible risers is the suspected cause.
‘Guidelines for the Avoidance of Vibration Induced Fatigue in Process Pipework’, were produced by the
Marine Technology Directorate (MTD). They address:
The JIP deliverables include:
a Different vibration mechanisms and their effect on pipework and small bore connections (sbc’s)
• Guidance to operators
b Assessment methodology for the likelihood of failure of piping systems and sbc’s for the various
• Increased awareness and understanding of the problem
excitation mechanisms
• Screening methods to identify if a problem might be experienced
c Possible design solutions/best practices for piping systems or sbc’s susceptible to vibration
• Short-term integrity solutions
d Survey methods for vibration measurement and assessment of pipework fatigue in operating plant
• Longer-term design guidance to avoid the problem
Key areas:
Identification Good awareness programmes enable the workforce to identify and record potential
threats from vibration. Anomaly reports detail which system has been affected and
under what conditions this problem was observed.
Assessment Risk assessment should be applied to all main lines and sbc’s, ensuring all types of
excitation are considered. The risk associated with the whole plant under different
operating conditions should also be assessed.
4 Tool 6 – References and contacts: See reference no.7
5 Tool 6 – References and contacts: See website no.8 for address
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TOOL #3
GOOD PRACTICE GUIDANCE
Typical example of Corrosion Management System 15 16
Corrosion Risk Inputs
v Corrosion Guidelines Assessment
Categories
Ranking Systems
TOOL #4
AWARENESS AND COMMUNICATION
Workforce Engagement
7 times x 7 ways
17 18
Involvement Communication studies show that effective information retention is best achieved by communicating
a message 7 times over, using 7 different formats, examples of which are listed below:
Why workforce involvement is important
– The workforce are the eyes and ears around the installation
– They need to understand the role they play in reducing hydrocarbon releases Video
– They need to be onboard for the tools to work Step Change website, ‘Hydrocarbon Release Reduction – raising awareness’.
E-mail Step Change for information on how to obtain a copy of the video.
There are many ways to communicate to the workforce:
Toolbox talks before any job – Remind all personnel about the importance of looking for telltale signs
of leaks or potential ‘hot spots’ and reporting them. Emphasise the need to double check all
Posters/Notes
Flexible Hose Safety – available on Step Change website
connections at the end of each task and work to procedures.
Safety meetings – Discuss any recent leaks, their root causes and any learnings from these. Show
awareness videos. Discuss any best practice guidelines. Management Visits
Roll-out of information: KPIs and scorecard updates, sharing of audit/inspection findings
Inductions – Ensure all new starts are aware of the ‘no leak culture’ and the need for vigilance at all
times for potential leaks and how to report them.
Poster campaigns, notice boards and leaflets – All help to raise awareness and ‘spread the word’.
Face-to-Face Discussions
Safety observation discussions: toolbox talks, safety meetings
Useful tips for successful communication:
– The ‘delivery’ of information is often through an individual supervisor, safety advisor, or safety
representative. It is important to ensure these individuals have the skills and the support material Websites
necessary to communicate effectively. Health and Safety Executive websites: www.hse.gov.uk/hcr for the information
database and https://www.hse.gov.uk/forms/offshore/index.htm to report a leak
– Communication mechanisms need to be as diverse as possible to ensure the message reaches
everyone and doesn’t get stale.
Scorecards/KPIs/information screens/notice boards/displays
– Generally you will find that where people have been involved in establishing a particular process Useful information is all around, you just have to look for it!
(and recognise that involvement) then they will be more receptive to further information relating to
the ongoing operation or development of the process.
– Gather the views of the workforce, particularly on the shortcomings of your existing Newsletters and Presentations
communications and processes. Seek further input from supervisors and safety reps as to the Company newsletters contain useful information about current issues
scope of future communications.
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TOOL #5
AUDIT
Are you doing all this? 19 20
Questionnaire/Check List on release reduction activities
The vital part of the system Task description yes no Tool ref.
The most important part of any process is the audit/review/feedback loop. Lots of time, effort and 1 Have any high-level company goals or targets been set for release
QUESTIONNAIRE/CHECKLIST
Tool 1
money is put into engineering solutions as well as new inspection and maintenance criteria. However reduction in your annual or longer-term Business Plans?
unless we complete the loop to ensure that these changes have been effective this is pointless. 2 Have any specific leak targets been set for individual assets/platforms
Tool 1
to achieve a reduction in releases?
Audits are the way to maintain continuous improvement in a process. Findings from the audit should be 3 Have any targets been set for monitoring and tracking specific release
discussed, lessons learned should be shared and processes amended and communicated to relevant Tool 1
activities/actions/problem areas?
parties accordingly. This is where this toolkit could be used to best advantage. Ensure your audit schedule
4 Is release performance monitored and reported on? Tool 1
includes the topics covered in this toolkit to prevent leaks.
5 Does your company keep its own hydrocarbon release
Tool 1
For an audit schedule to be effective it should include: independent audits; management-level audits; statistics/database?
system audits; procedure audits and task-based checks to ensure the full range of activities have been 6 Is past performance on releases analysed for trends and learning? Tool 1
addressed. A checklist with useful questions about what requires to be audited is overleaf.
7 Have you identified your problem areas? Tool 1
10 Is your company aware of the HSE website for accessing & reporting Tool 2
hydrocarbon HCR release info?
11 Is your company registered to use the HCR system? Tool 2
TOOL #5
AUDIT
Are you doing all this? 21 22
Questionnaire/Check List on release reduction activities (continued)
Task description yes no Tool ref. Task description yes no Tool ref.
QUESTIONNAIRE/CHECKLIST
18 Does your company plan to make flange make up training a required 36 Have these actions, to prevent vibration, been correctly implemented? Tool 3iv
QUESTIONNAIRE/CHECKLIST
Tool 3i
competency?
37 Is your company aware of the report on The Review of Corrosion
Tool 3v
19 Does your company have, or plan to have a flange tagging system? Tool 3i Management for Offshore Oil & Gas Processing (OTO 2001/044)?
20 Is your company aware of the Flexible Hose Management Guidelines? Tool 3ii 38 Has your company applied/or are applying the recommendations and
Tool 3v
good practice guidance on corrosion management?
21 Has your company committed to implementing these Guidelines? Tool 3ii
39 Have any release reduction awareness programmes been undertaken? Tool 4
22 Does your installation have a register of Flexible Hose Assemblies (FHA)? Tool 3ii
40 Have presentations/visits been made offshore to raise awareness on
23 Does your installation have an inspection strategy for Flexible Tool 4
Tool 3ii release reduction?
Hose Assemblies?
41 Has the UKOOA video on hydrocarbon release reduction been shown
24 Do you ensure the correct FHAs are being used for the application? Tool 3ii Tool 4
to all relevant staff on and offshore?
25 Is your company aware of the Guidelines on the Management of Small
Tool 3iii 42 Are there any regular reports, bulletins, newsletters etc. on release
Bore Tubing Fittings? Tool 4
reduction issues/learning?
26 Has your company committed to implementing these Guidelines? Tool 3iii
TOOL #6
REFERENCES AND CONTACTS
Contacts & websites 23 24
1 Step Change in Safety
Website: www.stepchangeinsafety.net
References
2 The Health and Safety Executive
Website: www.hse.gov.uk
1 Supplementary Guidance on Reporting Hydrocarbon Releases
A UKOOA document supported by the HSE. Prepared by the UKOOA Release Reduction 3 United Kingdom Offshore Operators Association (UKOOA)
Work Group and available electronically from UKOOA: Website: www.oilandgas.org.uk
www.oilandgas.org.uk/issues/health/reportingreleases.pdf
4 International Association of Oil & Gas Producers (OGP)
2 Guidelines on the Management of Bolted Pipe Joints Website: www.ogp.org.uk
UKOOA/IP document. Published by UKOOA Issue No.1, June 2002. Order from UKOOA at
5 International Association of Drilling Contractors (IADC)
London office. Tel: 020 7802 2400
Website: www.iadc.org
3 Flexible Hose Management Guidelines 6 HCR Database
An HSE/UKOOA/IP document. Published by UKOOA issue No.1, Jan 2003. Order from at UKOOA via Website: https://www.hse.gov.uk/hcr3/
London office. Tel: 020 7802 2400
7 Energy Institute
4 Guidelines for the Management of Small Bore Tubing Fittings Website: www.energyinst.org.uk/index.cfm
Published by IP in Nov 2000. Copies obtainable from Portland Press Ltd Colchester.
Tel: 01206 796 351 or e-mail: Sales@portlandpress.com 8 Vibration in Flexible Risers
Website: www.flexible-risers.org
5 Compression Fittings and Small Bore Tubing Awareness
For more information about this CD-ROM please contact the EI’s publication department on
Tel: 020 7467 7157 or e-mail: esciolti@energyinst.org.uk Acknowledgments
6 Guidelines for the Avoidance of Vibration Induced Fatigue in Process Pipework UKOOA would like to acknowledge the many people who have contributed to this document and, in
Originally published by MTD, available from the Energy Institute (EI). For more information or to particular, the members of the UKOOA Hydrocarbon Leak Reduction Work Group.
place an order, please contact the EI’s publication department on Tel: 020 7467 7157 or e-mail:
sfm@energyinst.org.uk
8 Corrosion Management Systems for Oil & Gas Processing © 2004 UK Offshore Operators Association ISBN 1 903003 27 X
Available from the HSE (OTO report 2001/44) or on their website at: 2nd Floor, 232-242 Vauxhall Bridge Road, London, SW1V 1AU Tel: 020 7802 2400 Fax: 020 7802 2401
www.hse.gov.uk/research/otopdf/2001/oto01044.pdf
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