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OCCMS – SERVICE INTRODUCTION
                AND OVERVIEW




  Orion Completions & Commissioning
               Management Services
       Orion Completions and Commissioning Management Services
  (OCCMS) is the complete package that gives you a safe, structured
   and cost-effective system for all aspects of a successful project.
❱ OCCMS – 9 MODULE HIERARCHY
❱ STRATEGIES & PHILOSOPHIES
❱ PROCEDURES
❱ PROCESSES
❱ ORBIT
❱ TIMACC
❱ CLIENT MODULAR
❱ INMACC
❱ RIMACC
❱ PERSONNEL




❱ STRATEGIES & PHILOSOPHIES
〉 These are the highest level project documents to be found in OCCMS and those which
  require mandatory Project Manager Approval. The objective of the documents in
  Module A is to identify, set out and explain clearly and unequivocally the approach
  and direction which the project will take when carrying out the work to be
  undertaken during the Completions & Commissioning phase.
  The suite of documents in Module A addresses:
❱ COMPLETIONS & COMMISSIONING STRATEGY & SCHEDULE
❱ COMPLETIONS WORK WHICH PRECEDES START-UP
 Work which is specifically of a Brownfield nature is covered in the
 Brownfield Completions & Commissioning Philosophy document.




❱ IDENTIFY ❱ SET OUT ❱ EXPLAIN
❱ PROCEDURES
〉 Documents contained in this module are specifically designed to be implemented after
  Mechanical Completion has been achieved through to RFSU, to bring all disciplines
  together in a safe and controlled manner in order to check:
  • Interactive and Dynamic Functionality
  • Initial Production, Ramp-Up & Operational Performance
〉 Documents of this nature are by their very existence acutely technical and require
  a high standard of control and organisation during the preparation period. For that
  reason the module also contains a precise Tracking & Approval Process for heightened
  awareness of responsibilities and the importance of structured and formal approvals.




❱ A HIGH STANDARD OF CONTROL AND ORGANISATION




❱ PROCESSES
〉 The role of maintaining direction through a process of exact and explicit
  instructions becomes ever more necessary as the work moves into the execution.
  The means by which everyone works together and ensures that commonality
  in approach exists is critical. This module has taken what it considers to be the
  most critical key areas of work execution and has embedded within its templates,
  flowcharts and spreadsheets which if tailored to the precise needs of the project
  will provide and maintain the level required in control and direction. Every aspect
  of work activity in completion and commissioning has been identified and the
  corresponding control process for that activity has been included.




❱ TEMPLATES ❱ FLOWCHARTS ❱ SPREADSHEETS
➦




                                                                                                       ➦
                   OPERATE AND MAINTAIN                               PROJECT START > ENGINEER




  START UP AND                                                                                    MECHANICALLY
  HANDOVER                                                                                           COMPLETE
➥


                       COMMISSION                                         PRE COMMISSION
                                                                                                     ➥
❱ A BALANCED APPROACH TO MANAGING COMPLETIONS DATA
〉 Easily used by all parties (company, contractor, sub-contractor and 3rd parties) with
  write/read or read only access and with appropriate levels of security protocols for
  access management, change control and protection of information.
〉 Meets the specifications and supports the strategy laid down by a client, and where
  necessary the contract, throughout Construction, Pre-Commissioning, Static and
  Dynamic Commissioning, Startup, Performance Testing, and finally Handover,
  Acceptance and Project Close-Out.
〉 Provides full traceability and an auditable compliance and integrity path upon
  demand at any time throughout all project phases from start to finish.
〉 The choice of ITR practice within the CMS of either; paper (conventional), reduced
  paper or paperless.
〉 The means and method whereby dynamic procedures (commissioning, start-up and performance
  testing) can be ‘digitally monitored’ for status and stage completion (of the procedure).
〉 A suite of handover and acceptance certificates supporting requirements for progressive
  system completion for Mechanical Completion, Ready For Commissioning/Pre-Commissioning,
  Static and Dynamic Commissioning, Performance Testing and Final Acceptance & Handover.
〉 A database capable of rapid and automatic pre-population from standard engineering databases.
〉 Automatic allocation of equipment type by discipline to its relevant ITR.
〉 Generation of standard reports on a day to day basis to a set format.
〉 Generation of custom reports upon demand to an ad hoc format specified at the time.
〉 Management and control of changes to the data within the database.
〉 Punch list control and management.
〉 Site and technical query control and management.
〉 Preservation control and management.
〉 Interface capabilities with Engineering and Document Control.
〉 Interface capabilities with HSE especially in terms of JSA requirement to task and ITR.
〉 Interface capabilities to Materials & Spares.
〉 Optional web browser access.
❱ INMACC – INTERFACE MANAGEMENT
  IN COMPLETIONS & COMMISSIONING
〉 Through experience, Orion recognise the vulnerability and
  threat to the success of a project if communicative lines of interface are not
  maintained and the resultant exchange of information is either lost or forgotten.
〉 INMACC is a uncomplicated process which:
  • Identifies the interfaces
  • Puts the tools in place to facilitate control
  • Establishes a unified common control process
  • Prioritises, plans and schedules the interface correspondence
  • Maintains and reports progress, identifies shortfalls and closes issues when
    interfacing groups reach a mutual satisfactory conclusion
〉 The process will work between all and any interfacing parties whether they are
  client to client, client to contractor or contractor to contractor.
〉 Once again, the process will work if it is owned, applied and people are
  made accountable.



       OCCMS MODULES                                      PROJECT            ENGINEERING OPERATIONS

   A 〉 Strategies & Philosophies                                ✗                                       ✗

   B 〉 Procedures & Manuals                                     ✗                     ✗                 ✗

   C 〉 Processes                                                ✗

   D 〉 Orbit                                                    ✗                     ✗                 ✗

   E 〉 TIMACC                                                   ✗                     ✗                 ✗

   F 〉 Client Modular                                           ✗

   G 〉 INMACC                                                   ✗                     ✗                 ✗

   H 〉 RIMACC                                                   ✗                                       ✗

   J 〉 Personnel                                                ✗                                       ✗


❱ COMMUNICATION ❱ CONTROL ❱ MAINTAIN                                           ✗ = Interfaces maintained and
                                                                                      controlled through INMACC
❱ TIMACC – TOTAL INTEGRITY
  MANAGEMENT IN COMPLETIONS
  & COMMISSIONING
〉 Orion have included this process in the suite of OCCMS functionalities and have
  deliberately separated this into a unique module because of the level of
  importance and potential success it can give if applied correctly.
〉 The 13 Key Focus Areas have been chosen as those which if left unattended, or
  even given less attention than they deserve are, at the end of the day, likely to
  affect the plant’s ability to start up successfully and to ramp up to full and
  sustainable production.
〉 The process works through ownership and accountability and has a direct line
  through a steering committee to the project manager.
〉 Owners are selected from the existing project and operations teams for their
  skills, experience and expertise in their chosen field.
  Through a process of examination, advice and appropriate corrective actions
  are duty bound to ensure and ultimately report their personal satisfaction
  (to the project manager) that the Key Focus Area to which they have been
  assigned has passed the test of Total Integrity examination.
〉 The system will work, it has worked and can work for you – if the
  process is applied.


                                                                                 OCCMS – Utilised and
                                                                                 customised to your precise
                                                                                 needs and requirements




                                                                                                ❱ For further information on our
                                                                                                  services, or if you would like to
                                                                                                  talk to one of our consultants,
                                                                                                  please contact us
                                                                                                  m.+44 (0) 7894 756 789
                                                                                                  m.+44 (0) 7809 583 536
                                                                                                  www.occms.com
❱ RIMACC – RISK MANAGEMENT IN
  COMPLETIONS & COMMISSIONING
〉 RIMACC operates within the boundaries defined as Completions & Commissioning
  and is a function of the overall HSE Management Plan.
〉 RIMACC does not replace nor does it replicate other HSE processes.
〉 It is stand alone within the HSE MP and is designed to asses the risk(s) which
  correspond to the scale and nature of the task(s) being undertaken when
  carrying out Completion & Commissioning activities.
〉 The RIMACC process has 5 principal stages namely:
  • Identification of the hazards and effects which give rise to the risk
  • Evaluation of the risk level to determine it’s tolerability
  • Identification of risk reduction measures
  • Reassessment of the risk in light of the measures to confirm the risk is ALARP
  • Determine and set the requirements necessary to ensure the risks are
    managed at a predetermined level
〉 RIMACC has been developed to interface and interact directly with ORBIT and
  through electronic ‘linkage’ will ensure that the correct risk evaluation is
  undertaken prior to the relative Completion & Commissioning activities.




                                                        OCCMS SERVICES = Systems and Manpower www.occms.com



   ORION’S CV DATABASE              ORION CV DATABASE OF IN-COUNTRY LOCALS           PARTNERS – TCN CV’S


                                  COMPLETIONS AND COMMISSIONING PERSONNEL

                                          OCCMS B LIST RESOURCES
                                DESKTOP PRE-SCREEN COMMISSIONING PERSONNEL

                                          COMPETENCE PROFILING
                         ORION WORK HISTORY (CLIENT FEEDBACK – ORION ASSESSMENT)
                                   CURRENT WORK ASSIGNMENT TRACKING

                                            OCCMS A LIST RESOURCES
                                            Commissioning Managers
                                            Commissioning Leads
                                            Commissioning Engineers
                                            Commissioning Technicians
                                            Inspectors
                                            Commissioning Services Personnel
                                            Safety Personnel

                                   SELECTION CRITERIA – ASSIGNMENT MAPPING


         PROJECT 1                                   PROJECT 2                           PROJECT 3
❱ HOW DID WE GET HERE?
  COMPLETIONS AS A CONCEPT IS NOT NEW AND COMMISSIONING
  HAS BEEN AROUND FOR A LONG TIME.
  However, what is new is a “Fully Packaged” solution, complete with procedures, processes
  and documentation supported by a database holding the name and availability of every top
  class manager, project engineer, discipline engineer, supervisor and technician.

❱ TODAY’S SITUATION - ASK YOURSELF THESE QUESTIONS:
〉 Is my project fully optimised for Commissioning?
〉 Is Completions my focus right now?
〉 Do we have a system in place which binds everyone together, and into
  which everyone contributes?
〉 Are we all working towards common objectives?
〉 Are we all working as a team?
〉 How many answers were No?
  The more NOs you have the more need you have for OCCMS

❱ THE CHOICES ARE...
1) Bring in individual expertise and (hope to) create a team, who (you hope) will
   develop a system to (hopefully) do the work.
   Or:
2) Bring in a system, and support this with a team of experts who will do the work.

❱ GOAL & OBJECTIVE –– OUR GOAL IS TO SECURE SUCCESS FOR
  YOUR PROJECT. TO DO THIS WE WILL NEED TO:
  Review your project and its current position & objectives in regard to modern
  day Completions & Commissioning management.
〉 Compare and carry out a Gap Analysis (of the review) against the capabilities
  and potential of OCCMS.
〉 Submit an OCCMS solution for your project.
〉 Work with you at the earliest practical opportunity and implement OCCMS.
                                                                                             Designed by: Velocity Design Ltd, Inverness – info@velocitydesign.co.uk © OCCMS 2008



〉 Establish precise and tangible targets and objectives.
〉 Let the system do its job.




❱ OCCMS IS THE ULTIMATE
  PACKAGED SOLUTION

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OCCMS Brochure

  • 1. OCCMS – SERVICE INTRODUCTION AND OVERVIEW Orion Completions & Commissioning Management Services Orion Completions and Commissioning Management Services (OCCMS) is the complete package that gives you a safe, structured and cost-effective system for all aspects of a successful project.
  • 2. ❱ OCCMS – 9 MODULE HIERARCHY ❱ STRATEGIES & PHILOSOPHIES ❱ PROCEDURES ❱ PROCESSES ❱ ORBIT ❱ TIMACC ❱ CLIENT MODULAR ❱ INMACC ❱ RIMACC ❱ PERSONNEL ❱ STRATEGIES & PHILOSOPHIES 〉 These are the highest level project documents to be found in OCCMS and those which require mandatory Project Manager Approval. The objective of the documents in Module A is to identify, set out and explain clearly and unequivocally the approach and direction which the project will take when carrying out the work to be undertaken during the Completions & Commissioning phase. The suite of documents in Module A addresses: ❱ COMPLETIONS & COMMISSIONING STRATEGY & SCHEDULE ❱ COMPLETIONS WORK WHICH PRECEDES START-UP Work which is specifically of a Brownfield nature is covered in the Brownfield Completions & Commissioning Philosophy document. ❱ IDENTIFY ❱ SET OUT ❱ EXPLAIN
  • 3. ❱ PROCEDURES 〉 Documents contained in this module are specifically designed to be implemented after Mechanical Completion has been achieved through to RFSU, to bring all disciplines together in a safe and controlled manner in order to check: • Interactive and Dynamic Functionality • Initial Production, Ramp-Up & Operational Performance 〉 Documents of this nature are by their very existence acutely technical and require a high standard of control and organisation during the preparation period. For that reason the module also contains a precise Tracking & Approval Process for heightened awareness of responsibilities and the importance of structured and formal approvals. ❱ A HIGH STANDARD OF CONTROL AND ORGANISATION ❱ PROCESSES 〉 The role of maintaining direction through a process of exact and explicit instructions becomes ever more necessary as the work moves into the execution. The means by which everyone works together and ensures that commonality in approach exists is critical. This module has taken what it considers to be the most critical key areas of work execution and has embedded within its templates, flowcharts and spreadsheets which if tailored to the precise needs of the project will provide and maintain the level required in control and direction. Every aspect of work activity in completion and commissioning has been identified and the corresponding control process for that activity has been included. ❱ TEMPLATES ❱ FLOWCHARTS ❱ SPREADSHEETS
  • 4. ➦ OPERATE AND MAINTAIN PROJECT START > ENGINEER START UP AND MECHANICALLY HANDOVER COMPLETE ➥ COMMISSION PRE COMMISSION ➥ ❱ A BALANCED APPROACH TO MANAGING COMPLETIONS DATA 〉 Easily used by all parties (company, contractor, sub-contractor and 3rd parties) with write/read or read only access and with appropriate levels of security protocols for access management, change control and protection of information. 〉 Meets the specifications and supports the strategy laid down by a client, and where necessary the contract, throughout Construction, Pre-Commissioning, Static and Dynamic Commissioning, Startup, Performance Testing, and finally Handover, Acceptance and Project Close-Out. 〉 Provides full traceability and an auditable compliance and integrity path upon demand at any time throughout all project phases from start to finish. 〉 The choice of ITR practice within the CMS of either; paper (conventional), reduced paper or paperless. 〉 The means and method whereby dynamic procedures (commissioning, start-up and performance testing) can be ‘digitally monitored’ for status and stage completion (of the procedure). 〉 A suite of handover and acceptance certificates supporting requirements for progressive system completion for Mechanical Completion, Ready For Commissioning/Pre-Commissioning, Static and Dynamic Commissioning, Performance Testing and Final Acceptance & Handover. 〉 A database capable of rapid and automatic pre-population from standard engineering databases. 〉 Automatic allocation of equipment type by discipline to its relevant ITR. 〉 Generation of standard reports on a day to day basis to a set format. 〉 Generation of custom reports upon demand to an ad hoc format specified at the time. 〉 Management and control of changes to the data within the database. 〉 Punch list control and management. 〉 Site and technical query control and management. 〉 Preservation control and management. 〉 Interface capabilities with Engineering and Document Control. 〉 Interface capabilities with HSE especially in terms of JSA requirement to task and ITR. 〉 Interface capabilities to Materials & Spares. 〉 Optional web browser access.
  • 5. ❱ INMACC – INTERFACE MANAGEMENT IN COMPLETIONS & COMMISSIONING 〉 Through experience, Orion recognise the vulnerability and threat to the success of a project if communicative lines of interface are not maintained and the resultant exchange of information is either lost or forgotten. 〉 INMACC is a uncomplicated process which: • Identifies the interfaces • Puts the tools in place to facilitate control • Establishes a unified common control process • Prioritises, plans and schedules the interface correspondence • Maintains and reports progress, identifies shortfalls and closes issues when interfacing groups reach a mutual satisfactory conclusion 〉 The process will work between all and any interfacing parties whether they are client to client, client to contractor or contractor to contractor. 〉 Once again, the process will work if it is owned, applied and people are made accountable. OCCMS MODULES PROJECT ENGINEERING OPERATIONS A 〉 Strategies & Philosophies ✗ ✗ B 〉 Procedures & Manuals ✗ ✗ ✗ C 〉 Processes ✗ D 〉 Orbit ✗ ✗ ✗ E 〉 TIMACC ✗ ✗ ✗ F 〉 Client Modular ✗ G 〉 INMACC ✗ ✗ ✗ H 〉 RIMACC ✗ ✗ J 〉 Personnel ✗ ✗ ❱ COMMUNICATION ❱ CONTROL ❱ MAINTAIN ✗ = Interfaces maintained and controlled through INMACC
  • 6. ❱ TIMACC – TOTAL INTEGRITY MANAGEMENT IN COMPLETIONS & COMMISSIONING 〉 Orion have included this process in the suite of OCCMS functionalities and have deliberately separated this into a unique module because of the level of importance and potential success it can give if applied correctly. 〉 The 13 Key Focus Areas have been chosen as those which if left unattended, or even given less attention than they deserve are, at the end of the day, likely to affect the plant’s ability to start up successfully and to ramp up to full and sustainable production. 〉 The process works through ownership and accountability and has a direct line through a steering committee to the project manager. 〉 Owners are selected from the existing project and operations teams for their skills, experience and expertise in their chosen field. Through a process of examination, advice and appropriate corrective actions are duty bound to ensure and ultimately report their personal satisfaction (to the project manager) that the Key Focus Area to which they have been assigned has passed the test of Total Integrity examination. 〉 The system will work, it has worked and can work for you – if the process is applied. OCCMS – Utilised and customised to your precise needs and requirements ❱ For further information on our services, or if you would like to talk to one of our consultants, please contact us m.+44 (0) 7894 756 789 m.+44 (0) 7809 583 536 www.occms.com
  • 7. ❱ RIMACC – RISK MANAGEMENT IN COMPLETIONS & COMMISSIONING 〉 RIMACC operates within the boundaries defined as Completions & Commissioning and is a function of the overall HSE Management Plan. 〉 RIMACC does not replace nor does it replicate other HSE processes. 〉 It is stand alone within the HSE MP and is designed to asses the risk(s) which correspond to the scale and nature of the task(s) being undertaken when carrying out Completion & Commissioning activities. 〉 The RIMACC process has 5 principal stages namely: • Identification of the hazards and effects which give rise to the risk • Evaluation of the risk level to determine it’s tolerability • Identification of risk reduction measures • Reassessment of the risk in light of the measures to confirm the risk is ALARP • Determine and set the requirements necessary to ensure the risks are managed at a predetermined level 〉 RIMACC has been developed to interface and interact directly with ORBIT and through electronic ‘linkage’ will ensure that the correct risk evaluation is undertaken prior to the relative Completion & Commissioning activities. OCCMS SERVICES = Systems and Manpower www.occms.com ORION’S CV DATABASE ORION CV DATABASE OF IN-COUNTRY LOCALS PARTNERS – TCN CV’S COMPLETIONS AND COMMISSIONING PERSONNEL OCCMS B LIST RESOURCES DESKTOP PRE-SCREEN COMMISSIONING PERSONNEL COMPETENCE PROFILING ORION WORK HISTORY (CLIENT FEEDBACK – ORION ASSESSMENT) CURRENT WORK ASSIGNMENT TRACKING OCCMS A LIST RESOURCES Commissioning Managers Commissioning Leads Commissioning Engineers Commissioning Technicians Inspectors Commissioning Services Personnel Safety Personnel SELECTION CRITERIA – ASSIGNMENT MAPPING PROJECT 1 PROJECT 2 PROJECT 3
  • 8. ❱ HOW DID WE GET HERE? COMPLETIONS AS A CONCEPT IS NOT NEW AND COMMISSIONING HAS BEEN AROUND FOR A LONG TIME. However, what is new is a “Fully Packaged” solution, complete with procedures, processes and documentation supported by a database holding the name and availability of every top class manager, project engineer, discipline engineer, supervisor and technician. ❱ TODAY’S SITUATION - ASK YOURSELF THESE QUESTIONS: 〉 Is my project fully optimised for Commissioning? 〉 Is Completions my focus right now? 〉 Do we have a system in place which binds everyone together, and into which everyone contributes? 〉 Are we all working towards common objectives? 〉 Are we all working as a team? 〉 How many answers were No? The more NOs you have the more need you have for OCCMS ❱ THE CHOICES ARE... 1) Bring in individual expertise and (hope to) create a team, who (you hope) will develop a system to (hopefully) do the work. Or: 2) Bring in a system, and support this with a team of experts who will do the work. ❱ GOAL & OBJECTIVE –– OUR GOAL IS TO SECURE SUCCESS FOR YOUR PROJECT. TO DO THIS WE WILL NEED TO: Review your project and its current position & objectives in regard to modern day Completions & Commissioning management. 〉 Compare and carry out a Gap Analysis (of the review) against the capabilities and potential of OCCMS. 〉 Submit an OCCMS solution for your project. 〉 Work with you at the earliest practical opportunity and implement OCCMS. Designed by: Velocity Design Ltd, Inverness – info@velocitydesign.co.uk © OCCMS 2008 〉 Establish precise and tangible targets and objectives. 〉 Let the system do its job. ❱ OCCMS IS THE ULTIMATE PACKAGED SOLUTION