Engineering Procedure

SAEP-502 4 March 2015

Prioritization Matrix for Asset Performance
Management Implementation in Operating Facilities
Document Responsibility: Asset Management Standards Committee

Saudi Aramco DeskTop Standards

Table of Contents

1 Scope............................................................. 2
2 Applicable Documents.................................... 3
3 Definitions and Abbreviations…….….….…… 3
4 Responsibilities…………………………..……. 4
5 Instructions..................................................... 5

Appendix 1............................................................ 6
Appendix 2........................................................ ... 7
.

Appendix 3.......................................................... 11

Previous Issue: 3 July 2012 Next Planned Update: 3 July 2017

Revised paragraphs are indicated in the right margin
Primary contact: Qarni, Majed Mohammad (garnimm) on +966-13-8801945

Copyright©Saudi Aramco 2015. All rights reserved.

Document Responsibility: Asset Management Standards Committee SAEP-502
Issue Date: 4 March 2015 Prioritization Matrix for Asset Performance
Next Planned Update: 3 July 2017 Management Implementation in Operating Facilities

1 Scope

This document shall be used as an assessment tool to guide Asset Performance

Assessment Unit (APAU) and other Engineering Services (ES) departments to prioritize
the APM implementation based on the matrix result for operating facilities within:
 Upstream Operations
 Downstream Operations
 Sea Water Injection
 Utilities
 Oil and Gas Terminals

The objective of this guideline is to establish a high level matrix (criteria) for consistent
prioritization of operating facilities and their requests related to Asset Performance
Management (APM) implementation. Moreover, this guideline is to be used for
aligning Engineering Services Support to its customers for APM implementation.

This guideline addresses the major criteria utilized to prioritize implementation of the
APM program in the operating facilities.
Commentary Note:

This matrix is provided for the guidance to ES departments to prioritize the APM
implementation. The facilities with low prioritization ranking based on the matrix
evaluation will not free be from the responsibility of safeguarding and controlling the
facilities’ operations within Saudi Aramco established standards and procedures.

The decision of prioritizing the APM implementation based on the matrix ranking will
be subjected to change based on management decisions.

This guideline addresses the specific period to update the Matrix through integrating
this matrix with available systems.

2 Applicable Documents

The requirements contained in the following documents apply to the extent specified in
this procedure.

 Saudi Aramco Engineering Procedure

SAEP-372 Plant Inspection Performance Index

 General Instruction
GI-0006.001 Notification Requirements for Incidents
(Including Fires)

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Document Responsibility: Asset Management Standards Committee SAEP-502
Issue Date: 4 March 2015 Prioritization Matrix for Asset Performance
Next Planned Update: 3 July 2017 Management Implementation in Operating Facilities

SMS Safety Management System

3 Definitions and Abbreviations

3.1 Definitions and Important Terms

Asset Performance Management (APM): a proactive, risk-based, holistic and

integrated management system to ensure optimum performance of assets
throughout their life cycle to fulfill their required functions effectively and
efficiently.

Safety Management System (SMS): Corporate document aimed at safeguarding

company assets, personnel safety and the environment throughout the operations
lifecycle. SMS comprises 11 Elements (five of which are directly relevant to
asset integrity practices) with objectives, expectations and deliverables.

Plant Integrity Window (PIW): Established limits for process variables that
can affect the integrity of the equipment if the process operation deviates from
the established limits for a predetermined amount of time.

3.2 Abbreviations
APAU Asset Performance Assessment Unit
APM Asset Performance Management
APMID Asset Performance Management Integration Division
CEHA Comprehensive Environmental Health Assessment
CMP Corrosion Management Program
EPA Environmental Performance Assessments
ES Engineering Services
ID Inspection Department
LPCR Loss Prevention Compliance Review
OSPAS Oil Supply Planning & Scheduling Department
PFOS Performance Focused Organization Structure
PIPI Plants Inspection Performance Index
PIU Plant Inspection Unit
PIW Plant Integrity Window
RCM Reliability Centered Maintenance
SAMIR Saudi Aramco Major Incident Report opened recommendations
SME Subject Matter Expert

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Document Responsibility: Asset Management Standards Committee SAEP-502
Issue Date: 4 March 2015 Prioritization Matrix for Asset Performance
Next Planned Update: 3 July 2017 Management Implementation in Operating Facilities

4 Responsibilities

4.1 APAU shall perform the following:

4.1.1 Finalize the APM Prioritization Matrix with ES departments and

operating facilities.

4.1.2 Coordinate with operating facilities for updating the APM Prioritization
Matrix annually.

4.1.3 Review the APM Prioritization Matrix with ES departments, operating

facilities and other departments to enhance the matrix every three years.

4.1.4 Coordinate with ES departments on the APM implementation plan based

on the APM Prioritization Matrix ranking.

4.2 ES departments shall perform the following:

4.2.1 Review the final matrix scoring with APAU.

4.2.2 Review the APM Prioritization Matrix with APAU every three years.

4.3 Operating Plants Role

4.3.1 Fill the “Operating Facility Matrix Actual Values” in (Table 3,

Appendix 3) in accordance with the provided guidelines in this
document.

4.3.2 Provide the requested data.

4.3.3 Provide access to systems containing required data.

4.3.4 Review the APM Prioritization Matrix with APAU and ES departments
every three years.

5 Instructions

5.1 Criteria of Assessment

For the purpose of the prioritization, all facilities should be assessed against
eighteen criteria, listed in Table 1 of Appendix 1. These criteria were filtered
and selected among other different existing criteria due to their importance in
defining the level of integrity in operating facilities.

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Document Responsibility: Asset Management Standards Committee SAEP-502
Issue Date: 4 March 2015 Prioritization Matrix for Asset Performance
Next Planned Update: 3 July 2017 Management Implementation in Operating Facilities

5.2 Prioritization Matrix and Risk Scoring

5.2.1 The criteria are assembled in the Prioritization Matrix and included in
Table 2 of Appendix 2.

5.2.2 Each operating facility shall fill up the “Actual Value” column of
Prioritization Matrix Actual Values, Table 3 provided in Appendix 3
as per the criterion description provided in this document.

5.2.3 APAU and the ES SME shall validate the scoring section before logging
in the prioritization matrix.

5.2.4 A criteria assessment using a weighted scoring method is used to rank

the above criteria. The maximum weighted value is set to be 4 for all
items.

5.2.5 The final calculated scoring of the weighted risk value ranges between
zero (0) and four (4), where zero (0) reflects a lower risk for an item or
full compliance with the item and four (4) reflects a higher risk of an
item or non-compliance with the item.

5.2.6 The summation of all weighted risk values is the final score for the
operating facilities which is normalized to 100%. The higher the score,
the greater is the risk and higher prioritization preference for APM
implementation.

5.2.7 When two or more facilities are showing the same high score, APAU
will prioritize the APM implementation to the facility with higher
number of identical trains within Saudi Aramco.

Revision Summary
3 July 2012 New Saudi Aramco Engineering Procedure.
4 March 2015 Editorial revision to change document responsibility from Asset Integrity to Asset Management
Standards Committee.

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Document Responsibility: Asset Management Standards Committee SAEP-502
Issue Date: 4 March 2015 Prioritization Matrix for Asset Performance
Next Planned Update: 3 July 2017 Management Implementation in Operating Facilities

Appendix 1

Table 1 – Prioritization Assessment Factors

Criteria
Score of the last External Insurance Audit
Score of the last ID assessment (PIPI)

Score of the last LPCR Audit

Number of Repeated CEHA,EPA, items f or the last assessments
Number of current opened SAMIR items

Number of major incidents over total number of units f or the past year
Number of current equipment proposed f or Obsolescence over total
number of equipments
Solomon’s Quartile on-stream f actors rank
Operational Plant utilization vs. Operating plan f or the past year (%)
Total number of exceedances f or the past year
Number of unplanned shutdow ns/ trips f or the past year

Age of f acility
Corrosion Management Program (CMP) implementation (number of
completed units/ total number of units)
RBI Implementation (number of completed units/ total number of units)
Plant Integrity Window (PIW) implementation (number of completed
units/ total number of units)
RCM implementation (number of completed units/ total number of units)

OSPAS risk ranking

Perf ormance Focused Organization Structure Implementation (PFO's)

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Document Responsibility: Asset Management Standards Committee SAEP-502
Issue Date: 4 March 2015 Prioritization Matrix for Asset Performance
Next Planned Update: 3 July 2017 Management Implementation in Operating Facilities

Appendix 2

Table 2 – Prioritization Matrix

Risk
Required Sources
No. Factors Considered Range Weighted
Documents of Data
Value
1 Score of the last External Insurance Audit 0-100 4 Reports Facility

2 Score of the last ID Assessment (PIPI) 0-100 4 Reports Facility

3 Score of the last LPCR Audit 0-100 4 Reports Facility

Number of repeated CEHA,EPA, items for the
4 last assessments
0-10 (*) 4 Reports Facility

5 Number of current opened SAMIR items 0-10 (*) 4 Reports Facility

Number of major incidents over total number of

0-100 4 Reports Facility
6 units for the past year (%)
Obsolescence
Number of current equipment proposed for
Obsolescence over total number of equipment
0-100 4 proposals to Facility
7 PFD

8 Solomon’s Quartile on-stream factors rank 1-4 4 Reports Facility

Operational Plant utilization vs. Operating Plan
9 for the past year (%)
0-100 4 Reports Facility
Total number of environmental exceedences for
10 the past year
0-10 (*) 4 EPD Reports Facility

Number of unplanned shutdowns and trips for

0-10 (*) 4 Reports Facility
11 the past year

12 Age of facility (years) 0-100 4 Facility

Corrosion
Corrosion Management Program (CMP)
Control
implementation (number of completed units/ total 0-100 4 Document
Facility
13 number of units) (%)
(CDD)
RBI Implementation (number of completed units/
0-100 4 RBI Reports Facility
14 total number of units) (%)
Plant integrity window (PIW implementation
Monitoring
(number of completed units/ total number of 0-100 4 Dashboard
Facility
15 units) (%)
RCM implementation (number of completed
0-100 4 Facility
16 units/ total number of units) (%)
17 OSPAS risk ranking 0-100 4 OSPAS
Performance Focused Organization Structure
0-100 4 Facility
18 Implementation (PFOS) (%)

(*) Anything above 10 items will be ranked, Maximum, 4. Score

100.0
(100%)

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Document Responsibility: Asset Management Standards Committee SAEP-502
Issue Date: 4 March 2015 Prioritization Matrix for Asset Performance
Next Planned Update: 3 July 2017 Management Implementation in Operating Facilities

Description of Prioritization Criterion

1. Score of the last External Insurance Audit

This criterion corresponds to the score of the audit carried out by independent external
agencies to underwrite the operating facilities for their safety and risk mitigation
levels. The final scoring of this Audit is out of one hundred (100). The required input
is the last external insurance audit score that ranges between zero and one hundred.

2. Score of the last ID Assessment (PIPI)

This criterion corresponds to the score of PIPI which is a tool to periodically measure
PIU performance based on scoring a set of measures related to each inspection
program or function with reference to SAEP-372. The final scoring of this Audit is
out of one hundred (100). The required input is the last ID assessment score that
ranges between zero and one hundred.

3. Score of the last LPCR Audit

This criterion corresponds to the score of the last Loss Prevention Compliance
Review which is a measure of compliance with and implementation of corporate
safety management system (SMS) requirements. The final scoring of this Audit is out
of one hundred (100). The required input is the last LPCR audit score that ranges
between zero and one hundred.

4. Number of repeated CEHA, EPA, items for the last assessments

This criterion corresponds to the total number Comprehensive Environmental Health

Assessment (CEHA) and Environmental Performance Assessments (EPA).
The required input is the total number of repeated items for the last assessments.
The required input can range from zero to the maximum number of items.

5. Number of current opened SAMIR items

This criterion corresponds to the total number of Saudi Aramco Major Incident
opened recommendations. The current total number of opened SAMIR items shall be
reflected in the corresponding cell. The required input can range from zero to the
maximum number of items.

6. Number of major incidents over total number of units for the past year

This criterion corresponds to the number of the major incidents in the operating
facility that is classified as per GI-0006.001 paragraph 3.2. The number is divided by
the total number of units (plants) per the operating facility. The result between (0 to
100 %) shall be reflected in the corresponding cell.

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Document Responsibility: Asset Management Standards Committee SAEP-502
Issue Date: 4 March 2015 Prioritization Matrix for Asset Performance
Next Planned Update: 3 July 2017 Management Implementation in Operating Facilities

7. Number of current equipment proposed for obsolescence over total number of

equipment

This criterion corresponds to the number of current equipment proposed for

obsolescence over the total number of operating facility equipment. The result
between (0 to 100%) shall be reflected in the corresponding cell.

8. Solomon’s Quartile on-stream factors rank

This criterion corresponds to the Solomon quartile on stream factor ranking for
Refineries. The Solomon ranking is used to rank facilities availability given as
1st quartile, 2nd quartile, 3rd quartile and 4th quartile. Operating facility shall fill the
required input as per their quartile for the past year. The required input ranges
between one (1) and four (4),where one is Equivalent to first quartile , two for
2nd quartile, three for 3rd quartile and four is equivalent to fourth quartile.

9. Operational Plant Utilization vs. Operating Plant throughput for the past year

This criterion corresponds to the feed processed over the plant capacity for the past
year divided by the operating plan throughput. Operational Plant Utilization is
calculated as shown below:

Operational Plant Utilization = Actual Processing Capacity + Capacity Loss Due to

Design bottlenecking - Capacity Loss Due to Operation Constraints- Capacity Loss due
to Unplanned S/D - Capacity Loss Due to Planning Target) / Design Capacity.

10. Total number of environmental exceedences for the past year

This criterion corresponds to the number of SOx, NOx, H2S, Ox, etc. The total
number of exceedences for the past year shall be reflected in the corresponding cell.
The required input can range from zero to the maximum number of exceedences.

11. Number of unplanned shutdowns/trips for the past year

This criterion corresponds to the total number of unscheduled or unplanned shutdown

of any equipment which interrupts normal plant operation and/or impacts the plant
ability to operate at the desired capacity, in addition to number of trips for the past
year. The required input can range from zero to the maximum number of unplanned
shutdown and trips.

12. Age of facility

This criterion corresponds to the age of the facility since commissioning in years.
The value of the required input shall depend on the age of the facility.

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Document Responsibility: Asset Management Standards Committee SAEP-502
Issue Date: 4 March 2015 Prioritization Matrix for Asset Performance
Next Planned Update: 3 July 2017 Management Implementation in Operating Facilities

13. Corrosion Management Program (CMP) Implementation (number of completed

units/total number of units)

This criterion corresponds to the percentage of the CMP implementation all over the
plant facilities. The total number of units subjected to CMP implementation within
the facilities is divided over the total number of units within the operating facility.
The result between (0 and 100) % shall be reflected in the corresponding cell.

14. RBI Implementation (number of completed units/ total number of units)

This criterion corresponds to the percentage of Risk Based Inspection (RBI)

implementation. The total number of units subjected to RBI studies within the
facilities is divided over the total number of units within the operating facility.
The result between (0 and 100) % shall be reflected in the corresponding cell.

15. Plant integrity window (PIW) Implementation (number of completed units/total

number of units)

This criterion corresponds to the percentage of Plant Integrity Windows

implementation. The total number of units subjected to PIW implementation within
the facilities is divided over the total number of units within the operating facility.
The result between (0 and 100) % shall be reflected in the corresponding cell.

16. RCM Implementation (number of completed units/ total number of units)

This criterion corresponds to the percentage of Reliability-Centered Maintenance

(RCM) implementation within the facility. The total number of units subjected to the
RCM within the facilities is divided over the total number of units within the
operating facility. The result between (0 and 100) % shall be reflected in the
corresponding cell.

17. OSPAS Risk Ranking

This criterion corresponds to the criticality of the facility based on the OSPAS
ranking. This section is to be filled by the APAU.

18. Performance Focused Organization Structure Implementation (PFO’s)

This criterion corresponds to the implementation of the Performance Focused

Organization on the facility. The result shall be either (zero or 100%) and shall be
reflected in the corresponding cell.

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Document Responsibility: Asset Management Standards Committee SAEP-502
Issue Date: 4 March 2015 Prioritization Matrix for Asset Performance
Next Planned Update: 3 July 2017 Management Implementation in Operating Facilities

Appendix 3

Table 3 – Prioritization Matrix Actual Values

“To be filled by Operating Facilities”
Actual Required
No. Factors Considered Range
Value Documents

1 Score of the last External Insurance Audit 0-100 Reports

2 Score of the last ID Assessment (PIPI) 0-100 Reports

3 Score of the last LPCR Audit 0-100 Reports

Number of repeated CEHA,EPA, items for the last

4 assessments
0-10 (*) Reports

5 Number of current opened SAMIR items 0-10 (*) Reports

Number of major incidents over total number of units for

6 the past year (%)
0-100 Reports

Number of current equipment proposed for Obsolescence

7 Obsolescence over total number of equipment
0-100
proposals to PFD

8 Solomon’s Quartile on-stream factors rank 0-100 Reports

Operational Plant utilization vs. Operating plan for the

9 past year (%)
0-100 Reports

Total number of environmental exceedences for the

10 past year
0-10 (*) EPD Reports

Number of unplanned shutdowns and trips for the past

11 year
0-10 (*) Reports

12 Age of facility (years) 0-100

Corrosion Management Program (CMP) implementation Corrosion Control

13 (number of completed units/ total number of units) (%)
0-100
Document (CDD)
RBI Implementation (number of completed units/ total
14 number of units) (%)
0-100 RBI Reports

Plant Integrity Window (PIW) implementation (number Monitoring

15 of completed units/ total number of units) (%)
0-100
Dashboard
RCM implementation (number of completed units/ total
16 number of units) (%)
0-100

17 OSPAS Risk Ranking 0-100

Performance Focused Organization Structure

18 Implementation (PFOS) (%)
0-100

(*) Anything above 10 items will be ranked Maximum Risk (4).

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