API 1173: Starting at the Beginning

Transcription

1 25 years strategies for complex organizations API 1173: Starting at the Beginning AGA PSMS Workshop March 1-2, 2016 Dallas, TX

2 Davies Consulting Risk & Asset Management Infrastructure Investment Analysis & Optimization; Portfolio Analysis Process & Methodology AM Strategy & Life Cycle Analysis; Vegetation Management Review & Implementation Portfolio Analysis Process & Methodology Maturity Assessment; Reliability Performance Review Emergency Management Emergency Management Program Review; Emergency Response Process Improvement Exercise Creation and Support (Tabletop & Functional) Emergency & Crisis Communications Planning Post-Incident After Action Reviews/Evaluation/Benchmarking Regulatory Support Rate Case Strategy & Development Support Cost Recovery Analysis/Business Case Development Expert Testimony; Testimony Writing Witness Preparation Business Strategy Strategy Development and Execution (Corporate, Business Unit, Operational) Business Process Design/Improvement/Standardization Strategic Capabilities Roadmap Contracting Assessment and Strategy; Program Management Support 2

3 The Risk Bowtie: API 1173 addresses both sides API

4 Combined Strengths Lead to Success Utility Company Knowledge Utility Expertise Familiar with Culture Know Key Personnel Skin in the Game Third Party Assessor Objective Industry Knowledge Risk Management & Asset Management Expertise Focused; Can ask the Difficult Questions No Skin in the Game A collaborative approach is best. 4

5 API 1173 Assessment to Implementation Knowledge of client previous risk-related work On leading edge of utility evolution groundbreaking regulatory work Holistic approach (Risk Bowtie) Determine Requirements of API 1173 Determine Utility s Current State Perform Gap Analysis Roadmap and Implementation Plan Methodology API 1173 Assessment Questionnaire, Checklist, and Evaluation Framework Review Utility s Safety Management System Interviews Review documentation Review processes Use information from checklist + Davies Consulting expertise (for context) to determine Key Gaps Develop detailed plan for API 1173 Implementation Outcome(s) Identification of requirements and potential areas of focus Understanding of Current State Identification of Key Gaps Actionable implementation roadmap Prioritize by importance and by ease of implementation 5

6 API 1173 Interview Questionnaire (sample) 6

7 API 1173 Assessment Checklist (sample) 7

8 API 1173 Compliance Roadmap (sample) Actions Developmental Opportunities Continuous Improvement Deployment 1 Deployment 2 Foundational Initiatives Deployment 1 Deployment 2 Deployment 1 Deployment 2 Timeline 8

9 Lessons Learned Collaborative Effort utility lead + third party two-hour interviews Identifying interviewees; scheduling in-person Additional one-hour deep dives into emergency management team, contractors group, training Documentation is vital need note taker Tailored interviews and checklist by subject matter expertise Provide questions beforehand; shorthand checklist in questionnaire Supplement with documents (ERP, etc.) Cultural factors Not an audit Tool for improvement 9

10 API 1173 Integrates Utility Systems API 1173 Integrated Management System Regulatory Strategy 10

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