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25 years |strategies for complex organizations
API 1173: Starting at the BeginningAGA PSMS Workshop
March 1-2, 2016Dallas, TX
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25 years | strategies for complex organizations
Davies Consulting
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
Regulatory Support• Rate Case Strategy & Development Support• Cost Recovery Analysis/Business Case Development• Expert Testimony; Testimony Writing• Witness Preparation
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
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25 years | strategies for complex organizations
The Risk Bowtie: API 1173 addresses both sides
API 1173
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25 years | strategies for complex organizations
Combined Strengths Lead to Success
Third Party Assessor Objective Industry Knowledge Risk Management & Asset
Management Expertise Focused; Can ask the Difficult
Questions No “Skin in the Game”
Utility Company Knowledge Utility Expertise Familiar with Culture Know Key Personnel “Skin in the Game”
A collaborative approach is best.
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25 years | strategies for complex organizations
Knowledge of client – previous risk-related work On leading edge of utility evolution – groundbreaking regulatory work Holistic approach (Risk Bowtie)
API 1173 Assessment to Implementation
Determine Requirements of
API 1173
Determine Utility’s Current State
Perform Gap Analysis
Roadmap and Implementation
Plan
1 2 3 4
Met
hodo
logy
Out
com
e(s)
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
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
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25 years | strategies for complex organizations
API 1173 Interview Questionnaire (sample)
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25 years | strategies for complex organizations
API 1173 Assessment Checklist (sample)
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25 years | strategies for complex organizations
API 1173 Compliance Roadmap (sample)
Timeline
Foundational Initiatives
Developmental Opportunities
Continuous Improvement
Deployment 1Deployment 2
Deployment 1Deployment 2
Deployment 1Deployment 2
Actio
ns
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25 years | strategies for complex organizations
Lessons Learned Collaborative Effort – utility lead + third party 20-30 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
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25 years | strategies for complex organizations
Regulatory Strategy
API 1173 Integrates Utility Systems
API1173
Integrated Management System
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25 years | strategies for complex organizations
6935 Wisconsin Avenue, Suite 600Chevy Chase, MD 20815
Tel. 301-652-4535
www.daviescon.com
API 1173: Starting at the BeginningDavies ConsultingThe Risk Bowtie: API 1173 addresses both sides�Combined Strengths Lead to SuccessAPI 1173 Assessment to ImplementationAPI 1173 Interview Questionnaire (sample)API 1173 Assessment Checklist (sample)API 1173 Compliance Roadmap (sample)Lessons LearnedAPI 1173 Integrates Utility SystemsSlide Number 11