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Standards Certification Education & Training Publishing Conferences & Exhibits Implementing Safety Instrumented Burner Management Systems: Challenges and Opportunities Mike Scott, PE, CFSE
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Implementing Safety Instrumented Burner …wilmingtonisa.org/files/Download/ISA-Willmington-BMS-Presentation...Standards Certification Education & Training Publishing Conferences &

Mar 17, 2018

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Page 1: Implementing Safety Instrumented Burner …wilmingtonisa.org/files/Download/ISA-Willmington-BMS-Presentation...Standards Certification Education & Training Publishing Conferences &

Standards

Certification

Education & Training

Publishing

Conferences & Exhibits

Implementing Safety

Instrumented

Burner Management Systems:

Challenges and Opportunities

Mike Scott, PE, CFSE

Page 2: Implementing Safety Instrumented Burner …wilmingtonisa.org/files/Download/ISA-Willmington-BMS-Presentation...Standards Certification Education & Training Publishing Conferences &

Presenter

Mike Scott, PE, CFSE Executive Vice President Global Process Safety

• B.S. Mechanical Engineering - University of Maryland • Masters of Engineering - University of South Carolina • Licensed Professional Engineer - AK, GA, SC, and IL • Certified Functional Safety Expert (CFSE) • Voting member of ISA S84 committee on

Electrical/Electronic/Programmable Electronic Systems (E/E/PES) for Use in Process Safety Applications

• Chairman of the ISA S84 Working Group on Performance Based Fire & Gas Systems

• ISA S84 BMS sub-committee member and liaison to the America Boiler Manufacturer’s Association (ABMA) and NFPA 86

• IEC 61511 committee member • ISA Safety and Security Division Director - Elect • ISA 2015 PCS Symposium Safety Chair • ISA Training Course Developer / Instructor • ISA Fellow

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Page 3: Implementing Safety Instrumented Burner …wilmingtonisa.org/files/Download/ISA-Willmington-BMS-Presentation...Standards Certification Education & Training Publishing Conferences &

SI-BMS

Templatization =

Significant Cost /

Schedule Savings

Page 4: Implementing Safety Instrumented Burner …wilmingtonisa.org/files/Download/ISA-Willmington-BMS-Presentation...Standards Certification Education & Training Publishing Conferences &

Challenges & Opportunities

• Possibly new field devices

• New Safety PLC

• If BMS upgrades treated as stand

alone projects, it will be costly and

take many years to remove risk from

the business

• Typically risk analysis will result in

missing SIFs, improperly defined SIFs

and orders of magnitude differences

in SIL targets for like SIFs / unit

operations

Applying the safety lifecycle to

existing brownfield BMS

installations typically results in

capital projects to close gaps

Capital Project Chaos!

Page 5: Implementing Safety Instrumented Burner …wilmingtonisa.org/files/Download/ISA-Willmington-BMS-Presentation...Standards Certification Education & Training Publishing Conferences &

Safety Lifecycle Tasks

Process Hazard Analysis

Layer of Protection Analysis

Safety Integrity Level (SIL) Selection

Safety Requirements Specification

SIL Calculations & Verification

Functional Test Plans

Functional Safety Assessments¹

¹ Stages 1, 2, & 3

What if I could

COPY and PASTE???

5

Page 6: Implementing Safety Instrumented Burner …wilmingtonisa.org/files/Download/ISA-Willmington-BMS-Presentation...Standards Certification Education & Training Publishing Conferences &

Instrumentation &

Control System Design Tasks

• Instrument Approved Vendors List in line

with SIL Calculation assumptions

• Instrument Datasheets

• Instrument Index

• I/O List

• Control Panel Design w/ Bill of Materials

• Control Panel Internal Wiring

• Field Wiring (Loops / Swing Arms /

Schematics)

• Control System Architecture Diagram

• Instrumentation and / or Electrical

Installation Details

• Instrument Approved Vendors List in line

with SIL Calculation assumptions

• Instrument Datasheets

• Instrument Index

• I/O List

• Control Panel Design w/ Bill of Materials

• Control Panel Internal Wiring

• Field Wiring (Loops / Swing Arms /

Schematics)

• Control System Architecture Diagram

• Instrumentation and / or Electrical

Installation Details

• Cable / Conduit Block Diagram

• Cable Schedule

• Software Requirements Specification

• Logic Solver Configuration

• Logic Solver Simulation Logic

• Local Flat Panel Configuration

• Historian Configuration

• Remote BPCS HMI Configuration

• Factory Acceptance Test Procedure /

Testing

• Site Acceptance Test Procedure / Testing

• Commissioning Test Procedures / Testing

What if I could

COPY and PASTE???

6

Page 7: Implementing Safety Instrumented Burner …wilmingtonisa.org/files/Download/ISA-Willmington-BMS-Presentation...Standards Certification Education & Training Publishing Conferences &

Operations & Maintenance Tasks

• Functional Test Plans, Instrument Calibration, Valve Leak Testing

loaded and scheduled into the site Computerized Maintenance

Management System (CMMS) per Proof Test Coverage

assumptions in SIL Calculations

• Spare Parts in Stores per Mean Time To Repair assumptions in SIL

Calculations

• Operations / Maintenance Trained on new SI-BMS

• Program / personnel in place to track Time in Bypass, Demand

Frequency, Cause Frequency, Dangerous Undetected Failures, and

Late / Incomplete Testing of SIFs per IEC 61511 requirements

What if I could

COPY and PASTE???

7

Page 8: Implementing Safety Instrumented Burner …wilmingtonisa.org/files/Download/ISA-Willmington-BMS-Presentation...Standards Certification Education & Training Publishing Conferences &

Configuration File

Safety / Software Requirements

Auto

Configure

Safety PLC

SI-BMS Templatization Methodology

Intelligent Engineering

Drawings Store Templates

Safety Lifecycle

Management Toolkit Store Templates

Auto

Test

Test Engine

Results

Auto

MoC

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Page 9: Implementing Safety Instrumented Burner …wilmingtonisa.org/files/Download/ISA-Willmington-BMS-Presentation...Standards Certification Education & Training Publishing Conferences &

SI-BMS Templatization Execution

• Templates – Leverage

established design standards to

ensure high quality, consistent

deliverables

• Testing – Develop design

methodology that maximizes

automated testing for critical

information capture

• Team – Dedicated high

performing small teams to execute

SI-BMS Upgrades

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Page 10: Implementing Safety Instrumented Burner …wilmingtonisa.org/files/Download/ISA-Willmington-BMS-Presentation...Standards Certification Education & Training Publishing Conferences &

SI-BMS Templatization Savings

• Cost – Using SI-BMS approach

leveraging small, high performing

teams to implement standard

templates and testing schemes

• Schedule – Operations

approval of entire SI-BMS

functionality prior to FAT to ensure

outage/TAR schedule is safely

achieved

• Quality – Continuous

improvement gains quickly realized

by using dedicated teams executing

standard designs with automated

testing

Projects moving forward

$

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Page 11: Implementing Safety Instrumented Burner …wilmingtonisa.org/files/Download/ISA-Willmington-BMS-Presentation...Standards Certification Education & Training Publishing Conferences &

COST SAVINGS!!!

x → 60%

Traditional project execution

What if I could COPY and PASTE???

Safety Lifecycle

I&C System Design

O&M Activities

TOTAL

x → 75%

x → 70%

x → 35%

x → 60%

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Page 12: Implementing Safety Instrumented Burner …wilmingtonisa.org/files/Download/ISA-Willmington-BMS-Presentation...Standards Certification Education & Training Publishing Conferences &

Standards

Certification

Education & Training

Publishing

Conferences & Exhibits

Questions?

[email protected]

1-907-301-3111