A Practical Approach to Drive Consistency in the Pipeline Industry: CEPA Integrity First®

Author(s):  
Coral Lukaniuk ◽  
Reena Sahney ◽  
Mark Jean

The Canadian Energy Pipeline Association (CEPA) is a voluntary, non-profit industry association representing major Canadian transmission pipeline companies. CEPA Integrity First® is an industry program developed by the CEPA member companies as a way to work to collectively to strengthen the pipeline industry’s performance, engagement and communications. Integrity First focuses on three main areas: safety, environment and socio-economics. Through Integrity First, members assess their internal systems, processes and practices using “guidance documents” developed through industry collaboration. These documents contain detailed, but not prescriptive “maturity tables” companies use to assess themselves against. The assessments result in the identification of areas of improvement, new standards at the member company level and for industry as a whole. After the first two self-assessments were completed in 2014, there was recognition that the foundation of the guidance documents needed improvement to ensure sustainability and value to all stakeholders. The new structure of the maturity tables is intended to have two philosophical underpinnings: scalability and relevance to the broad size and range of CEPA member company’s operations and practical maturity assessment approach for a company’s management systems. The main challenge in developing the maturity tables to form a sustainable structure lies in the broad range of jurisdictional and pipeline system requirements that are represented by CEPA’s membership. More specifically, the maturity tables needed to be flexible enough to apply to CEPA member companies with international operations crossing multiple jurisdictional boundaries with multiple pipeline networks as well as smaller scale operations encompassing pipelines operating within a single provincial jurisdiction. Further, there was recognition that multiple regulatory requirements and standards/practices existed, especially in the area of management systems, including (but not limited to) the National Energy Board Onshore Pipeline Regulations, Canadian Standards Association Z662, American Petroleum Institute 1173 and International Standards Organization 9000, 14000 and 55000 series. In light of these constraints, a key aspect of the approach was to map (cross-reference) requirements from key regulations and standards. Once alignment between the different standards was assessed, requirements were reconciled and simplified where possible. A final and thorough review of all requirements was completed to ensure that breadth, depth and wording of the maturity tables and associated criteria was consistent and comprehensive prior to engaging member companies to collect feedback. The intent with Integrity First is not to create another management system but to follow management system principles. Integrity First enables member companies to consistently assess their own systems and, through analysis and comparison, facilitates improvement across the industry. The paper will discuss the approach in more detail along with key challenges, areas of learning and outcomes.

Author(s):  
Reena Sahney ◽  
Mike Reed ◽  
Darren Skibinsky

The Canadian Energy Pipeline Association (CEPA) is a voluntary, non-profit industry association representing major Canadian transmission pipeline companies. With the advent of changes in both CSA Z6621 as well as the National Energy Board Onshore Pipeline Regulations (OPR)2, the membership determined a Recommended Practice regarding a Management Systems Approach for Facilities Integrity was needed. As such, the Pipeline Integrity Working Group (PIWG) within CEPA formed a task group to support the initiative. The outlined approach was intended to have two main philosophical underpinnings: it must comprehensively support safe pipeline system operations and it must provide a practical mechanism for implementing a management systems approach for Facilities Iintegrity. The main challenge in developing a framework for a Facilities Integrity Management System lies in the broad range of equipment and system types that the management system must encompass. That is, equipment, in the context of Facilities Integrity Management, must encompass not only station equipment (such as rotating equipment, valves, meters etc.,) but also categories such as high pressure station piping and fuel lines. Further, there was the recognition that Operators already have an array of tools, processes and techniques in place to manage their various equipment and systems. In light of these observations, the Recommended Practice describes a framework that uses major equipment types as a key differentiator. This is an approach that can be easily aligned with existing corporate computerized maintenance management systems (CMMS) such as SAP™ or Maximo™. Once the equipment categorization has been established, the Recommended Practice then provides guidance regarding the specific requirements that should be addressed for each equipment category based on the framework in CSA Z662-11 Annex N. Specific suggestions are provided in the areas of: alignment with corporate goals and objectives, scope, definitions, performance metrics, risk assessments, competency of personnel, change management as well as documentation. The approach also maximizes the opportunity to leverage existing systems and processes to the extent possible. Overall the Recommended Practice should provide operators with a practical way to achieve a greater degree of rigor and alignment of facilities integrity management while ensuring detailed study and analysis is focused in the most appropriate areas.


Author(s):  
V.V. Silaeva ◽  
◽  
V.P. Semenov ◽  

The relevance of creating integrated management systems for enterprises in a digital transformation environment is proved. New approaches to improving the management system in accordance with the new European excellence model (EFQM 2020) and international standards for achieving sustainable success and risk management are described. Approach to the development of integrated management system model based on the new EFQM 2020 model and international standards such as ISO 9004:2018 and ISO 31000:2018 is offered.


2019 ◽  
Vol 9 (3) ◽  
pp. 40-55
Author(s):  
A. V. Larionov ◽  
E. S. Salina

The study reveals features of the risk management in the payment system, taking into account the requirements of the Bank of Russia. Particular emphasis is placed on the implementation of practical aspects of organizing risk management systems in conformity with Bank of Russia Regulation No. 607-P dated 03.10.2017 “On requirements for the procedure for ensuring the smooth functioning of the payment system, indicators of the smooth functioning of the payment system and methods of risk analysis in the payment system including risk profiles”. The research uses international standards and approaches to the practical construction of risk management systems. The research suggests methodological recommendations for the construction of a comprehensive risk management system in the payment system. The results of the study can be used in the practical implementation of the Bank of Russia’s approaches to ensuring the smooth functioning of payment systems.


2020 ◽  
pp. 102-108
Author(s):  
Ольга Володимирівна Нємченко ◽  
Альона Юріївна Кисилевська ◽  
Віталій Леонідович Костенко

In recent years, the security and defense sector of Ukraine has been undergoing reforms aimed at gaining the country's membership in the NATO North Atlantic Treaty Organization. One of the many aspects of these reforms is the introduction of some specific standards, in particular, the AQAP 2000 series standards in the quality management systems of military equipment enterprises. In the case of implementation of several international standards at the enterprise, there is a need to create integrated quality management systems. The article presents options for implementing two or more standards in the QMS of the enterprise, analyzes their disadvantages and advantages. The main requirements of the AQAP 2110 standard, which should be integrated with the requirements of the ISO 9001 standard in the context of the PDCA cycle ("Plan-Do-Check-Act"), are considered. The stages of the implementation of integrated QMS are described. The scheme of deliveries of products to the customer in which there is a certification of the quality management system of the manufacturer (supplier) by the external body on conformity assessment, control over the quality of production by military representation, and the government quality assurance GQA has resulted. Government quality assurance GQA means that the authorized national body carries out the process of assessing the conformity of the quality management system of the manufacturer (supplier) to the requirements of ISO 9001 and NATO standards AQAP 2000, which allows the customer to gain confidence in the quality of defense products. A special requirement is to draw up a Quality Plan, which defines the activities, processes, resources, responsibilities of the manufacturer, etc., to convince the customer and the GQA representative that the company can manufacture and supply products of appropriate quality and on time, because in case of defective products or failure to deliver is lost time for a replacement or waiting, and this is a constant risk to the country's combat readiness. Requirements for the content and design of the Quality Plan are given in the standard AQAP 2105. In addition to the above, the following specific requirements of AQAP 2110 are analyzed as the operation of the metrological support system at the enterprise according to DSTU ISO 10012, product configuration management with software according to ACMP 2100, risk management, etc.


2019 ◽  
Vol 135 ◽  
pp. 03082
Author(s):  
Andrey Yakovlev ◽  
Anna Chernikova ◽  
Maria Livintsova ◽  
Tatiana Lebedeva

When studying the development of the modern consumer market in Russia, a large number of low-quality goods and services remains constant. All this is fixed, despite the significant amount of domestic and international standards of the market system of accreditation and certification of the production processes of goods and services that are used in our country. It casts doubt on the feasibility of using quality management systems in Russia based on ISO 9000 due to their low efficiency. This requires the creation of a more advanced quality management system and the introduction into everyday practice of an effective mechanism that excludes the possibility of low-quality goods and services appearing on the markets. Based on systematic analysis of the reviewed literature the paper shows that organizations are not interested in providing consumer goods with the required quality, and the costumer himself cannot get an objective view of the real quality of the goods or services offered to him. The paper shows the need to create equal information conditions for all market participants from producer to consumer to optimize quality management systems. In conditions of the transition to digital economy concepts, the economic practice proves the effectiveness of the “Distributed registry” technology application. The possibility of falsifying information is extremely difficult. It is the basis for solving the problem of reducing transaction costs and, as a consequence, the management mechanism formation within the quality management systems.


Author(s):  
J. A. Fournell

Double Block and Bleed (DBB) is the term commonly used to describe the systems or valving arrangements that provide double barrier pressure isolation of those performing work on a pipeline system downstream of the barrier. The consequences of releasing pipeline pressure downstream to an unsuspecting maintenance crew go without stating. If the risks are so high as to demand not single, but double barrier isolation between the fury of pipeline pressure and the safety of personnel and equipment, why then has it been so difficult to develop a consensus for the definition or description of DBB systems? This paper will explore in detail the internationally published definitions for DBB and analyze their merits with respect to pipeline safety. Definitions from organizations such as the American Petroleum Institute (API), Occupational Health and Safety (OHSA), the International Standards Organization (ISO) will be reviewed to determine what they contribute or fail to contribute to the intent of worker protection. Some Provincial Governments have written specific requirements for pipeline isolation into law, while others do not address the matter. These issues will also be explored and compared to the practices of companies operating oil and gas pipelines. Some insight on the division of definitions is offered through an understanding of the purposes or needs of the definer. For example, a valve manufacturer with a need to demonstrate that his valve will indeed block flow from both directions and thereby permit maintenance of the valve without removal from the pipeline may not fully appreciate the pipeline maintenance employee’s need to isolate himself from pipeline pressure by two independent barriers. It will be shown that standards and specifications are available to support both perspectives and that there are compelling reasons for deriving commonality between these perspectives. With the development of International Standards for oil and gas pipelines and increasing emphasis on the harmonization of various national standards, matters such as operator safety must not be compromised. Interesting opportunities exist to revisit topics such as definitions for DBB and perhaps derive a set of words that allows consensus and encompasses the true intent of the concept.


Author(s):  
Марія Василівна Фігурка

The paper offers the research findings on the implementation feasibility and specifics of internal energy management in the institutions of higher education (IHE) in Ukraine, based on ISO 50001 international standard requirements as a part of total management system within the government vector of energy saving economy framework. The emphasis is maid on exploring the overall effects on the economic position of institutions of higher education from the growing utility costs burden that influences the education high quality maintenance as well as university competitiveness on the higher education market. Rationale is provided on the validity and commonality of methods, approaches and techniques for the implementation of the internal energy management system in institutions of higher education according to the ISO 50001 standard together with demonstrating the simplicity of the given standard integration into the current management systems. It is argued that on the one hand, the implementation of energy management systems in institutions of higher education assumes certain financial investment and administrative and organizational changes, on the other, it lays the basis for attracting funding for capital projects on infrastructure modernization. The benefits of the new version of the ISO 50001: 2018 standard have been investigated, their tendency to switching to the area of service sector have been specified and the application of its basic approaches to enhance energy management systems of institutions of higher education has been proposed. The study employed the following empirical and theoretical methods: expert analysis (study on the benefits of the international standards ISO 50001 series implementation); systems and analytical (to justify the feasibility of using international standard approaches while making management decisions within IHE). The motivation behind the implementation of IHE integrated management systems based on the requirements of the international standards of the ISO 50001 series has been explored. From the semantic analysis perspective, in the context of the research subject area, a hypothesis about the need to expand the application of ISO 500001 energy management systems has been put forward. During the verification of this hypothesis a relationship between energy saving policy and the IHE economic security has been substantiated. It is argued that energy management system is an organic element in strategic management architecture which affects the competitiveness of IHE.


2017 ◽  
Vol 11 (4) ◽  
pp. 138-146
Author(s):  
Влада КОЛОЧЕВА ◽  
Vlada KOLOCHEVA

In modern conditions, the tourism sector development involves approaches aimed at better satisfying the consumers’ requirements, who want to be confident in the quality and safety of tourist product. One of the approaches to increase customer satisfaction is the introduction and operation of quality management systems (QMS) in organizations based on seven principles. The QMS refers to the part of the organization's management system aimed at quality. The article deals with issues of the essence of the quality management principle of "Leadership" and ways of its application in tourist organizations. This principle is the most important, since leadership is an integral part of the quality management system and its trigger mechanism, this is why the system functions and develops. The article is focused on studying and analyzing the provisions of ISO international standards for quality management systems with the subsequent adaptation to the activities of tourist organizations, such as tour operators, travel agents, and organizations rendering services guides, guides and interpreters and instructors. Based on the research results, the author examines and analyzes the ways to apply the quality management principle of "Leadership" in tourist organizations. On the background of the provisions of ISO 9000 standard the author reveals the main actions that must be performed by the management of the organization and advantages that the organization can obtain due to it. The article considers the requirements of ISO 9001 standard regarding top management commitment. The author also examines a methodology including a list of questions on the quality management principles. It allows to determine the level of maturity of the QMS and to develop measures to improve the activities. Based on the provisions of ISO 9004 standard, the article proposes the processes for the adopting and maintaining an organization’s effective strategy and policies.


2017 ◽  
Vol 10 (3) ◽  
pp. 476 ◽  
Author(s):  
Luis Miguel Ciravegna Martins da Fonseca ◽  
José Pedro Domingues ◽  
Pilar Baylina Machado ◽  
Mario Calderón

Purpose: The implementation and certification of Management Systems International Standards, such as ISO 9001 and ISO 14001, achieved a high international recognition, with more than 1 million organizations with their Quality Management Systems certified worldwide. Researchers have been paying considerable attention to this theme and the number of published articles has robustly growth. Although, on an overall basis, the research results support the existence of positive impacts on the use and certification of these International Standards, there are various inconsistency and contradictory results, leading to some controversy over its impacts for organizations. This study aims to bring a longitudinal time perspective to this area of research, analyzing the articles published since 1996, on the benefits of Management Systems Certification. A longitudinal perspective of countries of authors origin, keywords and journals is presented, complemented with an evaluation of the research results.Design/methodology/approach: The research was supported with a Bibliometric Study, with data collected from Web of Science, SCOPUS, and Research Gate data bases. Following the detailed analysis of the journal titles, articles abstracts and their full content, an evaluation scale was applied to access if the results support the existence of a positive relationship between MSC and economic, financial or stakeholder results.Findings: The results evidence a steep increase in the number of publications addressing Management Systems Certification benefits, that mainly originate from Europe (48%) and East Asia and Pacific (23%), with Spain as the clear leading country accounting (43% of the total number of articles published between 1996 and April 2017). Journal of Cleaner Production (EMSC) and Total Quality Management and Business Excellence journal (QMSC) are the leading journals for disseminating the research and the most used keywords are “Quality/Environment”, “ISO 9001/14001”, “Performance”, “Management Systems” and “Certification”. There are also insights that the research is now open to other Management Systems either than Quality and Environment. The systematic review of the selected papers shows that the Management Systems adoption and certification brings fairly positives benefits (average 2,34 in a 1 to 5 Likert type scale) for the certified organizations, although some variations are observed.  Some avenues for future research should consider the reliability and validation of measures; sampling and biases errors; the use of control, moderating and mediating variables; the consideration of time and situational contingencies; and the search for explanations for cause and effect relationships.The results of this research support the view that the investigation of Management Systems Certification benefits is indeed an issue of high academic and practitioners interest. This research, although subject to some subjective evaluation of the authors, and acknowledging that the research articles are not always comparable, aims to give some insights for this continuous research field.  Research limitations/implications: Although the authors took measures to reduce subjectivity, it should be noted that the evaluation could be subject to the authors own interpretation and the research articles are not always comparable.Originality/value: This research makes a longitudinal and comprehensive evaluation of the articles published since 1996 on the benefits of Management System Certification. It highlights trends and gives contribution for future research, on a field of intense academic and practitioners interest. 


Author(s):  
O. S. Bukryeyeva ◽  

Today, management system standards are an integral part of the overall system of the enterprises control system and one of the effective methods to ensure the contentment of all stakeholders in various areas of activity. The development of management theory has allowed ISO to set up common management practices in form of international standards. Since international management system standards have implications for business practices at all levels and in all industries, research of processes and practice of their development is relevant. It was revealed that the international standardization of management systems occurs in three directions: the standardization of general management systems, their concretization in various industries, and the provisioning of the recommendations for their implementation. Currently, ISO has developed 93 standards for management systems in the field of construction, innovation, energy, food and agriculture, packaging, medicine, information technology, social responsibility, mechanical engineering, safety, environment, transport. At the same time, the need to develop each standard for the management system should be confirmed by a justification in terms of its market significance. Also, to stimulate international cooperation and the practical application of management systems, ISO has developed a structure, common text and terms that should contain management system standards prepared directly by ISO or by various stakeholders at the national or industry level. It is noted that the technical committee-developer of the standard may apply additional specification to ensure that the draft standard being developed does not deviate from its terms of reference and high-level structure. It is concluded that this approach will simplify the process of developing such standards, the procedure for voluntary confirmation of conformity, the introduction of several management system standards and the creation of an integrated management system at the enterprise, which is seen as a way to better manage it.


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