The pressure to operate safely in risk-sensitive industries such as oil and gas is always present, with many offshore drillers struggling to define and practice effective safety-driven maintenance principles on a routine basis, given the dynamic and inherently dangerous nature of drilling hazards. This has given rise to the concept of establishing a performance-based approach to safety by directly tying regulatory standards to preventive maintenance tasks in the form of performance standards. This presentation was presented at the 2015 Offshore Technology Conference in Houston, Texas.

1. OTC-26043
Performance Standards:
Bridging the Gap between
Safety Cases and Safety Critical Equipment
Troy Schwartz, PE, CRE, CSP
Principal Engineer – Houston Operations
linkedin: www.linkedin.com/in/troyschwartz
e-mail: tschwartz@LCE.com
Hubie Fix
Subsea Systems Engineer
linkedin: www.linkedin.com/in/hubiefix
e-mail: hfix@LCE.com

2. OTC-26043 • Performance Standards: Bridging the Gap between Safety Cases and Safety Critical Equipment
Presenters: Troy Schwartz and Hubie Fix
Slide 2
Outline
• Background
• Process Overview
• Analyzing Safety-Critical Elements
• Applying CAPS
• Conclusions
• Next Steps

3. OTC-26043 • Performance Standards: Bridging the Gap between Safety Cases and Safety Critical Equipment
Presenters: Troy Schwartz and Hubie Fix
Slide 3
Background & Process Overview

4. OTC-26043 • Performance Standards: Bridging the Gap between Safety Cases and Safety Critical Equipment
Presenters: Troy Schwartz and Hubie Fix
Slide 4
Phase 1: Analyzing SCEs
Step 1  Identify Major Accident Events (MAEs)

5. OTC-26043 • Performance Standards: Bridging the Gap between Safety Cases and Safety Critical Equipment
Presenters: Troy Schwartz and Hubie Fix
Slide 5
Phase 1: Analyzing SCEs
Step 1  Identify Major Accident Events (MAEs)
Example MAE Section of a Performance Standard

6. OTC-26043 • Performance Standards: Bridging the Gap between Safety Cases and Safety Critical Equipment
Presenters: Troy Schwartz and Hubie Fix
Slide 6
Phase 1: Analyzing SCEs (cont.)
Step 2  Develop the Safety Case

7. OTC-26043 • Performance Standards: Bridging the Gap between Safety Cases and Safety Critical Equipment
Presenters: Troy Schwartz and Hubie Fix
Slide 7
Phase 1: Analyzing SCEs (cont.)
Step 3  Identify Safety-Critical Elements (SCEs)
MODU = Mobile Offshore Drilling Unit

8. OTC-26043 • Performance Standards: Bridging the Gap between Safety Cases and Safety Critical Equipment
Presenters: Troy Schwartz and Hubie Fix
Slide 8
Phase 1: Analyzing SCEs (cont.)
Step 3  Identify Safety-Critical Elements (SCEs)

9. OTC-26043 • Performance Standards: Bridging the Gap between Safety Cases and Safety Critical Equipment
Presenters: Troy Schwartz and Hubie Fix
Slide 9
Phase 2: Applying CAPS
Step 4  Develop Performance Standards

10. OTC-26043 • Performance Standards: Bridging the Gap between Safety Cases and Safety Critical Equipment
Presenters: Troy Schwartz and Hubie Fix
Slide 10
Phase 2: Applying CAPS (cont.)
Step 5  Identify Trendable Data and Thresholds

11. OTC-26043 • Performance Standards: Bridging the Gap between Safety Cases and Safety Critical Equipment
Presenters: Troy Schwartz and Hubie Fix
Slide 11
Phase 2: Applying CAPS (cont.)
Step 6  Create SCE and non-SCE Maintenance Tasks

12. OTC-26043 • Performance Standards: Bridging the Gap between Safety Cases and Safety Critical Equipment
Presenters: Troy Schwartz and Hubie Fix
Slide 12
Continuous Improvement
Reference: NOPSEMA Guidance Note N04300-GN0271, Control Measures and
Performance Standards, Revision No 4, December 2012

13. OTC-26043 • Performance Standards: Bridging the Gap between Safety Cases and Safety Critical Equipment
Presenters: Troy Schwartz and Hubie Fix
Slide 13
Conclusion
• At the end of the Performance Standard development
process, the gap between Safety Cases and Safety
Critical Equipment will be effectively bridged:
– Comprehensive list of the critical assets and an
understanding of their relationship to MAEs
– Metrics for trending and continuous improvement
– Documented maintenance tasks for critical assets
Leveraging CAPS within a Risk-Based Asset
Management strategy provides the framework for
effectively managing critical asset reliability.

14. Acknowledgements / Thank You / Questions
Troy Schwartz, PE, CRE, CSP
Principal Engineer – Houston Operations
linkedin: www.linkedin.com/in/troyschwartz
e-mail: tschwartz@LCE.com
Hubie Fix
Subsea Systems Engineer
linkedin: www.linkedin.com/in/hubiefix
e-mail: hfix@LCE.com