Group Practice

GP 0002 Engineering Technical Practice (ETP) Governance and Management Principles

DRAFT FOR REVIEW 8 March 2010 Engineering Technical Practice Engineering

Engineering Technical Practice (ETP) Governance and Management Principles

Table of Contents
Page Foreword ........................................................................................................................................ 3 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. Scope .................................................................................................................................... 4 Normative references............................................................................................................. 4 Terms and definitions............................................................................................................. 4 Symbols and abbreviations .................................................................................................... 5 ETP content ........................................................................................................................... 6 ETP approval and publication ................................................................................................ 6 ETP control............................................................................................................................ 6 ETP maintenance .................................................................................................................. 7 Generation and deletion of ETPs ........................................................................................... 7 Administrative changes to ETPs ............................................................................................ 7 ETP attributes ........................................................................................................................ 7 Supporting documents ........................................................................................................... 8 Site Technical Practices (STPs)............................................................................................. 8

Annex A (Informative) ETP workflow............................................................................................... 9 Bibliography .................................................................................................................................. 10

Copyright 2010 BP International Ltd. All rights reserved. This document and any data or information generated from its use are classified, as a minimum, BP Internal. Distribution is intended for BP authorized recipients only. The information contained in this document is subject to the terms and conditions of the agreement or contract under which this document was supplied to the recipient's organization. None of the information contained in this document shall be disclosed outside the recipient's own organization, unless the terms of such agreement or contract expressly allow, or unless disclosure is required by law. In the event of a conflict between this document and a relevant law or regulation, the relevant law or regulation shall be followed. If the document creates a higher obligation, it shall be followed as long as this also achieves full compliance with the law or regulation.

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Foreword
This is the first issue of Engineering Technical Practice (ETP) GP 0002.

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1.

Scope
This GP provides practice for the governance and document management of ETPs (GPs and GISs) and supporting documents (including GN, RD, etc.).

2.

Normative references
The following referenced documents may, to the extent specified in the subsequent clauses and normative annexes, be required for full compliance with this GP: For dated references, only the cited edition applies. For undated references, the latest edition (including any amendments) applies.

BP
GDP 5.0-0001 GP 00-10 GP 00-99 DS 00-101 DS 00-102 Integrity Management. Engineering Technical Practice (ETP) and Supporting Document Creation). Template (Example). New Group ETP Proposal. Group ETP Status Change Request.

3.

Terms and definitions

For the purpose of this GP, the following terms and definitions apply: Data Sheet ETP supporting document that when completed provides vendors with equipment specific details that may vary from one application to another. Data Sheets may also continue to provide a concise record of this detailed information throughout the life of the equipment. Engineering Technical Practices (ETPs) BP Groups validated set of Engineering Technical Practices, based, if possible, on internationally recognised industry engineering standards. ETPs consist of Group Practice (GP) and Group Instruction for Supply (GIS). ETPs (GPs and GISs) are supported by other information documents which are not considered to be ETPs. Examples of other information documents are Preambles (PRs), Data Sheets (DSs), Guidance Notes (GNs), Reference Documents (RDs), Vendor Inspection and Test Plan (ITP), and Vendor Data and Drawing Requirements (VDR). Entity or BP entity An organisational unit within BP which may be a Performance Unit, Business Unit, Strategic Performance Unit, Segments or some logical sub group of one of these, defined by the Segment, Function or Region. The term BP entity replaces the formerly used term BP Operation. ETP owner Specific category SME who manages the administration processes for an ETP including managing responses to shared learnings, comments, and periodic reviews.

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Engineering Technical Practice (ETP) Governance and Management Principles

The ETP owner is selected from the Category SMEs and ensures appropriate representation across all relevant segments in developing the ETP content. The ETP owner does not own the document content. Document content is owned by the BP Group with input from across the company. ETP subject matter expert (SME) ETP SMEs are identified by the segment EAs as required by GDP 5.0-0001, Appendix 1. The role of SMEs is defined in GP 00-05. ETP team The ETP team consists of the Director - Engineering Standards and his direct reports. ETP Working Group Group with representatives from: the segments, other parts of BP, and the Director - Engineering Standards whose responsibility is to oversee the development, maintenance, and delivery of ETPs to BP and BP vendors. It also includes the members of the ETP team working for the Director Engineering Standards. Group Instruction for Supply (GIS) Type of ETP that provides requirements, recommendations, and possibilities for procurement of materials and equipment, or installation or construction services. Group Practice (GP) Type of ETP that provides requirements, recommendations, and possibilities for engineering, design, commissioning, inspection, testing, operation, and maintenance. Guidance Note (GN) ETP supporting document that provides good practice and information that is not suitable for inclusion in ETPs, but is approved and maintained by the ETP SME team. Reference Document (RD) ETP supporting document that provides good practice and information that is not suitable for inclusion in ETPs and is not necessarily approved or maintained by the ETP SME team. Site Technical Practice (STP) Documented technical specification or practice used for the safe and environmentally sound design, modification, maintenance, and inspection of facility/plant at each BP entity. Supporting document Group document in the ETP Library that is not an ETP (GP or GIS). This includes Guidance Notes, Reference Documents, Preambles, and other document types as added to the library from time to time.

4.

Symbols and abbreviations

For the purpose of this GP, the following symbols and abbreviations apply: DS ETP Data Sheet. Engineering Technical Practice (whether Group Defined or Group Recommended).

ETP SME ETP subject matter expert.

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GIS GP OMS STP

Group Instruction for Supply. Group Practice. Operating Management System. Site Technical Practice.

5.

ETP content
a. b. c. ETPs shall be developed and written in accordance with GP 00-10. ETP content shall be formatted and edited in accordance with GP 00-99. ETP development shall be managed using the ETP Library electronic workflow process after initial draft.

6.

ETP approval and publication

ETPs, new and revised, shall go through the content approval process using the ETP Library workflow, as illustrated in Annex A. It shall include: a. b. The first stage is approval by the relevant SMEs as selected by the ETP Working Group executive members. The next stage is approval by the executive members of the ETP Working Group. The executive members of the ETP Working Group include the Director Engineering Standards, Director - Engineering and those members designated by the segment EAs. The remainder of the ETP team are not executive members. c. d. Approved ETPs shall be published in the ETP Library. ETPs that have been designated Group Defined shall be subject to approval by the Group Head of Safety and Operations. This shall be recorded by adding the Group Head of Safety and Operations to the ETP Working Group approval stage of the ETP Library electronic workflow.

7.

ETP control
a. The master controlled copy of published Group ETPs (GPs and GISs) shall be held and can be accessed in the live ETP Library - http://etplib.bpweb.bp.com for BP internal access, and http://etp.bp.com for authorised external access. Any copy, or part, of an ETP, in any format (paper or electronic) shall be considered uncontrolled. A download utility is available for the complete suite of Group ETPs to be saved on a specific computer. This marks all documents with the date and time of the individual document download. A BP entity may use these documents to produce a controlled set of practices using a local control procedure (e.g., to freeze the ETPs for design of a specific project). This is not used to produce a set of STPs.

b.

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8.

ETP maintenance
ETPs shall be subject to periodic review in accordance with the following principles: a. b. Both the ETP owner and ETP Working Group shall decide and agree priorities for periodic review. The priority for periodic reviews shall be based on the following: 1. 2. 3. 4. The importance to BP in the reduction of ongoing risk. Changes in the external standards (ISO, API, etc.) on which an ETP may be based. New technologies and/or shared learnings concerning the ETP. As a minimum ETPs shall be reviewed (and republished unchanged if appropriate) no longer than 10 years from the current published date. It is the intention of the ETP Working Group that, in time, and as the ETP content matures, that the average age across all ETPs will be maintained at approximately five years.

9.

Generation and deletion of ETPs

a. b. c. d. Generation and deletion and any other status change of existing ETPs shall be managed and approved by the ETP Working Group. Any request for generation of a new ETP shall use DS 00-101. Any request for a status change of an existing ETP shall use DS 00-102. Completed DS 00-101 and DS 00-102 request forms shall be stored by the ETP team within the ETP Working Group SharePoint site.

10. Administrative changes to ETPs

Administrative changes to ETPs shall not require formal approvals (i.e., changes that do not alter the intent of the content). Examples of these administrative changes include: a. b. c. Spelling, grammar, and numbering corrections. Revising links or updates to references. Revising terms and definitions or symbols and abbreviations.

11. ETP attributes

a. ETP attributes consist of the following and are stored against each ETP in the ETP Library as attributes. 1. 2. 3. 4. 5. 6. 7. Category. Document scope. Sub category. Date published. Retention status. Document number. Subject/title.
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8. 9.

Document class. Keywords.

10. ETP owner. 11. SME team. 12. Revision log. b. ETP attributes shall be allocated by the ETP owner and with the guidance of the ETP team at the time of publication of an ETP.

12. Supporting documents

a. b. c. Documents other than ETPs as defined in GP 00-10 shall be considered as supporting documents. Supporting documents shall be developed in accordance with GP 00-10. Supporting documents shall have simple approval processes as follows: 1. GNs shall be subject to informal approval by the Category SMEs. This approval shall take the form of the owning SME ensuring that all Category SMEs have been emailed with a copy of the GN and been given at least 15 working days to raise any concerns. After a 21 day period the owning SME may publish the GN in the library without need for further approval, providing any concerns raised within this period by the category SMEs have been addressed. The ETP Working Group shall retain the right to require other approvals for GNs at its discretion. Supporting documents, other than GNs, shall be placed in the ETP library at the discretion of any individual SME.

2.

3. 4.

13. Site Technical Practices (STPs)

a. b. c. STPs stored in the ETP Library shall not be considered Group content. STPs shall be owned and controlled by the relevant BP entity EA. STPs shall have a document management process as defined by the BP entity EA to meet the requirements of the OMS essentials. The specific requirement for an ETP/STP control procedure is specified by Element 3.6 of GDP 5.0-0001

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Annex A
(Informative)

ETP workflow

Major

New ETP Comments Minor Final Edit

Publish
Draft or Revision For Review

SMEs
Review incl. wider community

SME
SMEs & ETP Team

Yes

Yes

W.G. OK Minor No

Draft incl. wider community

Technical Editing EDS SME Approval

ETP WG Approval (see note) No

Publish

Major Changes (Rarely) Periodic Review

Shared Learnings + Comments

Industry STD Update

Note: For Group Defined ETPs the ETP Working Group approval shall include Group Head of Safety and Operations.

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Bibliography
[1] GP 00-05, Engineering Technical Practice (ETP) Subject Matter Expert (SME) Roles, Responsibilities, and Expectations.

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