AIM for O&M Information Creation and Handover Guidelines Workshop 2-3-08 Orlando, Fl

1. AIM for O&MInformation Creation and Handover GuidelinesWorkshop 2-3-08Orlando, Fl Sid Snitkin Vice-President & GMEnterprise Advisory Services ARC Advisory Group srsnitkin@arcweb.com Ralph Rio Research Director Asset Management ARC Advisory Group rrio@arcweb.com

2. Workshop Agenda • Introduction & Workshop Overview • Identify the Issues and Solution Options • What is AIM for O&M & Why Do We Need Guidelines? • Sid Snitkin - ARC • Owner/Operator Issues and Recommendations • Cliff Pedersen (Suncor Retired) • Dave Kwilosz (Eli Lilly) • Peter Reynolds (Irving Oil) • EPC Issues and Recommendations • Peter Staines (Bechtel) • Jim Humphries (Fluor) • Break (15 minutes) • Open Discussion to Refine Issues & Recommendations • Other Views & Issues – Equip, Services, Software Suppliers, etc. • Consensus Recommendations - What Should Guidelines Address? Who Should do What to Drive Development and Adoption?

3. What is AIM for O&M & Why Do We Need Guidelines? • What is Asset Information Management (AIM)? • What is AIM for O&M? • What is O&M Creation & Handover? • What Should Guidelines Address?

4. What Is Asset Information?What Is Its Role in Asset Lifecycle Management? Asset Information enables ALM Stakeholders to Perform. For Good Performance, it must answer: • any reasonable question, • about any asset, • for any ALM stakeholder • in a way that supports their workflow Asset Information is the “Virtual Asset” that Humans need to understand, analyze and improve the Physical Asset !

5. What Is Asset Information?What Kinds of Information are Included? Activity Records Reference Data

6. What Is Asset Information? Asset Info Ranges from Paper Drawings to Operating Data Organized by Documents Organized By “List” or “Object” • Data • Formats • Proprietary • RDB • Object DB • XML • Std XML • … • Document • Formats • Paper • Image • DWG, … • XML • Std XML • … Database Files “Drawings” P&ID Installation Electrical Piping … Virtual Views “Data” Instrument Lists Equipment lists Bill of Materials Assemblies Sub-Assemblies Standards Performance History … Virtual Models P-300-27 Data Linkages D-300-2003 Document Linkages • Meta Data • P-300-27 Document & Data Linkages “Documents” Manuals Operating Procedures Maintenance Procedures … Formal Structures Structured Information Enables Higher Productivity!

7. Where is it Created? Where Used?Stages in the Life of a Real Physical Asset Time Steady Increasein Facility Use Pilot Oper,Prod Validation Commission, Hands-on Training Optimization Wear/Obsolescence Source/Build Life Cycles of Brownfield Projects for the Asset Detailed Engr,BOMs, Exec Plan Retire FromOperation Prelim Engr, ProjBudget & Schedule Sell/Remove Analysis & Costingof Alternatives Identify Opportunity

8. Where is it Created? Where Used? Created for One Purpose, But Used for Many Historical Info to Improve Plant Info for Plant O&M Time Steady Increasein Facility Use Pilot Oper,Prod Validation Commission, Hands-on Training Optimization Wear/Obsolescence Source/Build Life Cycles of Brownfield Projects for the Asset Detailed Engr,BOMs, Exec Plan Retire FromOperation Prelim Engr, ProjBudget & Schedule Sell/Remove Analysis & Costingof Alternatives Identify Opportunity Info to Build Plant

9. How Do We Manage It?An AIM Strategy Addresses All Factors KPIs/Goals (Complete, Accurate, Consistent, Accessible, Timely) AIM Processes (Governance; Creation, Collection & ETL; QA/QC, MOC, etc.) AIM Solutions (Platform, Database, Application Support, Device Support, Security, Access Rights, etc.) Asset Information(Taxonomies, Naming Conventions, Medium, Form, Formats)

10. What Processes Does AIM Include? AIM Requires Comprehensive IS Processes

11. AIM Must Support Other ALM Strategies AIM is One of Many Interdependent ALM Strategies

12. AIM for O&M

13. What is O&M? O&M – From Plant Startup to Plant Closure The O&M Stages of the Asset Lifecycle Time Steady Increasein Facility Use Pilot Oper,Prod Validation Commission, Hands-on Training Optimization Wear/Obsolescence Source/Build Life Cycles of Brownfield Projects for the Asset Detailed Engr,BOMs, Exec Plan Retire FromOperation Prelim Engr, ProjBudget & Schedule Sell/Remove Analysis & Costingof Alternatives Identify Opportunity

14. What Asset Information is Used in O&M?O&M Uses Information from all AIM Flows The O&M Stages of the Asset Lifecycle Historical Info to Improve Plant Info for Plant O&M Time Steady Increasein Facility Use Pilot Oper,Prod Validation Commission, Hands-on Training Optimization Wear/Obsolescence Source/Build Life Cycles of Brownfield Projects for the Asset Detailed Engr,BOMs, Exec Plan Retire FromOperation Prelim Engr, ProjBudget & Schedule Sell/Remove Analysis & Costingof Alternatives Identify Opportunity Info to Build Plant

15. What is the O&M Information Landscape? IT Solutions & Data Stores for Many Different Roles Plant Engineering PlantDesign ProcessDesign ContentMgmt Auto ReliabilityMgmt ProdMgmt MRO Materials MaintMgmt EH&S Operations Maintenance

16. Asset Information Distribution within O&M? Asset Info is Shared/Replicated Across Many Data Stores Plant Engineering Legend: R-Reference Data A-Activity Records Info for D&B Info for O&M Historical Info PlantDesign ProcessDesign ContentMgmt R R R R R R R R R R A A A A A A Auto ReliabilityMgmt ProdMgmt MRO Materials MaintMgmt EH&S Operations Maintenance

17. Asset Information for O&MCreation & Handover

18. What is Asset Info Creation & Handover? Creation & Handover Crosses Two AIM Processes

19. Who is Involved in Creation & Handover?3 Players Share Most of the Responsibility for O&M EPC O/O EquipVendor D&B Info O&M Info History

20. Who is Involved in Creation & Handover?Or, 4 If You Consider Internal O/O Groups … EPC O/O D&B O&M EquipVendor D&B Info O&M Info History

21. Who is Involved in Creation & Handover?Or Even 5, If You Use O&M Outsourcing Partners O/O EPC D&B O&M O&M Service Providers Equip & SystemSuppliers O&M Info History D&B Info

22. Creation & Handover ProcessesThe Current Situation for O&M – Issues Vary Poor IS Environment to Support AIM – Only Basic Content Mgmt for D&B, Disconnected Data Bases for O&M IndividualO/O Issue EPC Well-Defined Content, Std Handover Procedures, Poor Data Interoperability D&B O&M ISO 15926Focus EquipVendor O/O or O&M Service Provider Industry IssueIdeal for Guidelines! Weak Content Definition, No Handover Procedures, Lack of Project Attention, Contractual Roadblocks D&B Info O&M Info History

23. What Should the Guidelines Address? What, Who, How, When … • What? • What are the Work Steps (eg. Collect, Transform, etc.) • What are the Work Items (eg. Maint Proc, MRO BOM, etc.) • What is the Info Content of Each Work Item • Who? • What are the various roles a party can play (eg. Primary, support, etc.) • What are the rights/responsibilities of each role? • Matrix for Assigning Responsibilities during Contract Negotiations • How? • What Information packages to group related information • What is the Form and Format of information and package • When? • Definition of O/O, EPC and Vendor activities during D&B • Matrix for defining timing of all info flows among all parties

24. Thank You For a free copy of a full ARC report on this topic please contact the author at srsnitkin@arcweb.com For more information about Asset Lifecycle Management please visit our web site at www.arcweb.com and look under “Domains/Asset Lifecycle Management”