1. API Quality Specifications and the Efficiency of Leveraging a QHSE Management System
2013 Safety Driven Performance Conference
9-10 October 2013
Robyn Stephens, PhD CRMA
Principal Consultant
Atkins, Energy, Oil & Gas

2. Agenda
Who is Atkins? What is the link between Quality and Safety? What is a Management System History of API Q1 and Q2 Understanding API Q1 and Q2 Examples of Overlap with HSE/PS MS Advantages of Integration

3. Songjiang Shimao Intercontinental Hotel People’s Republic of China
Who is Atkins?
Why are they here?
Architecture, structural engineering, civil engineering 3

4. Who is Atkins? Plan Design Enable
Atkins is one of the world's leading design, engineering and project management consultancies.
Plan
Design
Enable

5. Why are they Here? Management Systems

6. Capital Fort, Sofia Bulgaria
What is the link between Quality and Safety?
Project Name:
Capital Fort, Sofia
Location:
Sofia, Bulgaria
Services provided:
Multidiscipline concept design, architecture, landscape, structures and building services engineering.
Project text:
Originally inspired by the cathedral arches of Sofia, Atkins created the concept design for Fort Noks, a mixed used development in Bulgaria. A high rise tower and ‘L’ shaped low rise office building sit over a podium comprising a wide range of retail and conference facilities accessed through a grand atrium lobby.
With some of the most spectacular views of Vitosha Mountain, the high rise office building reaches 135 metres high and is set to create a distinctive landmark in Sofia’s skyline. It will be visible to visitors driving in and out of the city centre and from the air as aircrafts approach Sofia International Airport. When completed it will be the tallest building in Bulgaria and the Balkans.
Architecture, interior design, mechanical, electrical, civil and structural engineering, BREEAM assessor, acoustics, ICT strategy

7. Risk Management Different Sons of the Same Mother . . .
Procedure Failure
Work Interruption
Equipment Failure
Release to Environment
Loss of Primary Containment
Human Error
Fire and/or Explosion

8. Olympic Park London 2012 Games
What is a Management System?
How risks are controlled
Multidisciplinary engineering infrastructure design, project managing enabling works,
site clearance and remediation,
environmental impact assessment 8

9. Management System Fundamentals
A Management System is
a System of processes
Sustainable
Suitable to the organization
“The way we do business“

10. Typical Hierarchical Structure
Management System Structure
Organizational Structure
Framework of Expectations
Corporate
Methodologies and Standards
Business 1
Business 2
Site Specific Procedures
Site A
Site B
Site C

11. What is a Process
Resources
Input
Output
Process
Controls

12. A Sustainable System
Plan Do
Check
Act

13. Burj Al Arab United Arab Emirates
History of API Q1 and Q2
Quality Management Systems
Architecture,
civil and structural engineering,
MEP engineering,
cost consultancy

14. Evolution of Q1 and Q2
Originally titled "Specification for Quality Programs for the Petroleum and Natural Gas Industry"
QMS for "product" – originally manufacturing oriented
Jointly managed with ISO as ISO 29001
ISO/API Separation 2012
Q1 8th Edition released December 2007
Quality impacts to industry rising
Failures of equipment
Problems with service delivery
Increase in Nonproductive Time (NPT) exacerbated
Increasing complexity of wells
Increasing rig costs

15. Evolution of Q1 and Q2 - continued
Root causes of NPT:
Competency/Training
Lack of procedures or adherence
Lack of robust Mechanical Integrity programs
Lack of contingency planning
Lack of history data
Lack of effective change management
Need for industry standardization

16. Evolution of Q1 and Q2 - continued
SC18 TG 5 Created Developed & balloted document in less than 9 months Published Q2 in Dec 2011 Specification for Quality Management System Requirements for Service Supply Organizations for the Petroleum and Natural Gas Industries Q1 9th Edition issued June 2013 – effective June 2014 Specification for Quality Management System Requirements for Manufacturing Organizations for the Petroleum and Natural Gas Industry

17. World Trade Center Redevelopment United States of America
Understanding API Q1 9th and Q2 1st
Differences from Q1 8th Edition
Program management,
cost consultancy 17

18. New Quality Elements Q1 9th & Q2 1st Over Q1 8th / ISO 29001
Documented competency of personnel Risk assessment and management Contingency planning Supply chain controls – critical / non-critical services Specific evaluation and selection requirements for "critical" product or service providers Product / Service Quality Plan Preventive Maintenance, Inspection and Test Program Management of Change (MoC)

19. Bahrain World Trade Center Bahrain
Examples of Overlap
SEMS Requirements
Name of project:
Bahrain World Trade Center
Location:
Manama, Bahrain
Services provided by Atkins:
Architecture, civil and structural engineering, MEP engineering, sustainable design, construction supervision
What:
Atkins provided architecture, civil and structural engineering, MEP engineering, sustainable design and construction supervision services for the twin 240m high office towers and shopping mall.
The Atkins solution:
Atkins achieved a world first by aesthetically incorporating commercial wind turbines into the fabric of the building. The three 29m diameter wind turbines and the shape of the paired towers have a direct and tangible relationship via wind dynamics. The Carbon Critical Design of the Bahrain World Trade Center meant it was fully tenanted by major regional businesses from day one. Atkins also received a number of accolades for the design including a Best Tall Building award from The Council for Tall Buildings and Urban Habitat, a Construction Week award and an Innovation award from the Building Exchange.
Architecture,
civil and structural engineering,
MEP engineering, sustainable design,
construction supervision

20. Overlap with SEMS 30 CFR 250 Subpart S
SEMS/RP 75 Requirement
API Q1 / Q2
(1) General (see § )
4.1.2 Quality Policy
4.1.3 Objectives
4.1.4 Planning
4.1.5 Communications
4.2 Management Responsibility
4.3.2 Human Resources
6.5 Management Review
5.9 Product/Service Validation
6.2.2 Internal Audit
6.3 Analysis of Data
(2) Safety and Environmental Information (see § )
4.4 Documentation Requirements
4.5 Control of Records
6 Quality Management System Measurement, Analysis, and Improvement
(3) Hazards Analysis (see § )
5.3 Risk Assessment and Management
(4) Management of Change
(see § )
5.11 Management of Change

21. Overlap with SEMS 30 CFR 250 Subpart S
SEMS/RP 75 Requirement
API Q1 / Q2
(5) Operating Procedures (see
§ )
4.4 Documentation Requirements
5.7.2 Product/Service Quality Plan
(6) Safe Work Practices and Contractor Selection (see § )
4.3.2 Human Resources
4.5 Control of Records
5.6.1 Purchasing Control
5.6.3 Verification of Purchased Products and Services
(7) Training (see § )
(8) Mechanical Integrity (Assurance of
Quality and Mechanical Integrity of
Critical Equipment) (see § )
5.6 Purchasing
5.7.6 Identification and Traceability
5.7.8 Preventive Maintenance, Inspection, and Test Program
5.8 Control of Testing, Measuring, Monitoring, and Detection Equipment

22. Overlap with SEMS 30 CFR 250 Subpart S
SEMS/RP 75 Requirement
API Q1 / Q2
(9) Pre-startup Review (see
§ )
5.1.1 Requirements Review
5.4.4 Design and Development Verification
5.4.5 Design and Development Final Review and Approval
(10) Emergency Response and Control (see § )
5.5 Contingency Planning
(11) Investigation of Incidents (see
§ )
5.10 Control of Nonconformities
6.4.2 Corrective Action
6.4.3 Preventive Action
(12) Auditing (Audit of Safety and
Environmental Management Program
Elements) (see §§ )
6.2.2 Internal Audit
(13) Recordkeeping (Records and
Documentation) and additional
BOEMRE requirements (see § )
4.4 Document Control
4.5 Control of Records

23. Processes vs. Procedures
Required Documented Procedures
Q1 8th Edition
Q2 1st Edition
Q1 9th Edition
Control of Documents
Control of Records
Internal Audit
Control of Nonconforming Product
Corrective Action
Preventive Action
6 Procedures
Plus 18 More – Total 24
Plus 17 More – Total 23

24. Hurricane Protection United States
Advantages of Integration
Name of project:
Hurricane Protection   
Location:  
United States
Services provided: 
PgM/PM/CM, coastal restoration, engineering, environmental, GIS support, cost estimating, CPM scheduling
Project text: 
PBS&J works with the US Army Corps of Engineers to develop and manage the $14 billion post-Hurricane Katrina Storm Damage Risk Reduction program in New Orleans and southern Louisiana.
 PBS&J works side by side with USACE staff in developing and managing the Risk Reduction program as a part of Task Force HOPE. Management by CPM schedule is critical for the success of this effort. The work includes levees and floodwalls, locks, dams and sector gates, pump stations, as well as freshwater diversions, marsh creation and barrier island restoration.
PgM/PM/CM, coastal restoration, engineering,
environmental, GIS support,
cost estimating, CPM scheduling

25. Advantages of Integration
Consistency in Risk Tolerance & Appetite Silo Minimization Clarity on Applicability and Accountability Reduced number of Procedures More Consistent Procedure Application Minimize Duplicative Infrastructures More Efficient Governance and Administration System Management – Process Interaction Improved System Management

26. Opportunity Realization
QHSE MS
HSE MS
QMS

27. Solan Offshore Development People’s Republic of China
Questions
Structural design & assessments
Mechanical engineering
Safety Process engineering
Concept design 27

28. Table of Contents Q1 and Q2
1 Scope
2 Normative References
3 Terms, Definitions, and Abbreviations
3.1 Terms and Definitions
3.2 Abbreviations
4 Quality Management System Requirements
4.1 Quality Management System
4.2 Management Responsibility
4.3 Organization Capability
4.4 Documentation Requirements
4.5 Control of Records

29. Table of Contents Q1 and Q2
5 Product Realization
5.1 Contract Review
5.2 Planning
5.3 Risk Assessment and Management
5.4 Design and Development
5.5 Contingency Planning
5.6 Purchasing
5.7 Production and Servicing Provision
5.8 Control of Testing, Measuring, and Monitoring Equipment
5.9 Product Release
5.10 Control of Nonconforming Product
5.11 Management of Change (MOC)

30. Table of Contents Q1 and Q2
6 Quality Management System Monitoring, Measurement, Analysis, and Improvement
6.1 General
6.2 Monitoring, Measuring, and Improving
6.3 Analysis of Data
6.4 Improvement
6.5 Management Review
Annex A (informative) Use of API Monogram by Licensees
Annex B (informative) Cross-reference from API Q1, 9th Edition to API Q1, 8th Edition
Annex C (informative) Cross-reference from API Q1, 8th Edition to API Q1, 9th Edition