Toledo

Refinery

Site Technical Practices

EP 1-1-3

Deviations to the Toledo Site Technical

Practices

Page 1 of 7

May 2012

Revision 0.2

TABLE OF CONTENTS
1.0
2.0
3.0
4.0
5.0

SCOPE ....................................................................................................................................................... 2
REFERENCES ........................................................................................................................................... 2
DEFINITIONS ............................................................................................................................................. 2
DEVIATIONS .............................................................................................................................................. 3
FORMS ....................................................................................................................................................... 6

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Site Technical Practices

EP 1-1-3

Deviations to the Toledo Site Technical

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Toledo
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1.0 SCOPE
1.1 This Practice covers the mandatory requirements and procedures for deviating from an existing Toledo
Site Technical Practice or BP Group/Segment/SPU Technical Practice.
1.2 Any Deviation from this Practice must be approved by the procedure provided in this Practice.
1.3 A revision bar indicates changes to the latest revision of this Practice. If the latest revision has
undergone a major rewrite, then revision bars will not be used and a statement shall be made in the
Scope to that regard.
1.4 An asterisk (*) indicates that a decision, approval, or additional information may be required by the
Owner, Owners Engineer, Technical Authority, or Purchaser (per EP 111).
2.0 REFERENCES
The latest edition of the following standards and publications are referred to herein.

STANDARDS AND PUBLICATIONS

Toledo Site Technical Practices
EP 111
EP 112

Explanation and Use of Toledo Site Technical Practices (STP) Control Procedure
Revisions/Additions/Deletions to Toledo Site Technical Practices

3.0 DEFINITIONS
3.1 Deviation Any site specific change, modification, addition or deletion to specific requirements or the
application and use of a Toledo Site Technical Practice or a BP Group/Segment/SPU Technical Practice
which has been incorporated into Toledos STP web-site is deemed a deviation.
3.2 EA (Engineering Authority) A suitably qualified, trained and competent person who is formally appointed
and has the authority to make engineering judgments which can include deviations from ETPs and STPs.
The individual who determines and approves the suite of relevant Site Technical Practices (STPs) for the
Toledo Business Unit and gains approval from the BP Refining SPU EA where these deviate from the
respective BP Group Defined or SPU(Refining) Defined Engineering Technical Practices requirements.
Also ensures that the processes for design and construction of new facilities meet the requirements of the
Group Defined Practice for Integrity Management.
3.3 EP X-X-X Designation used to identify the EP collection of documents within Toledo Site Technical
Practices (STPs).
3.4 ETPs - BP Groups set of Engineering Technical Practices, based on internationally recognized industry
engineering standards wherever possible, with preference given to International Organisation for
Standardisation (ISO) and the International Electrotechnical Commission (IEC) Standards where relevant
2

3.5 Equity Engineering Group (E G) BP Consultant providing on going maintenance and updating of the EP
collection as well as the Toledo Refinery STP website where current STPs and any approved deviations
are made available to BP personnel, engineering/maintenance contractors, vendors, etc.
3.6 Group Defined Practice (GDP) - The few mandatory group practices defining engineering and operating
requirements primarily focused on identifying, prioritizing and managing risk.
3.7 Integrity Management (IM) The prevention of loss of primary containment or the failure of an engineered
system (including mechanical, electrical, structural, lifting, process or process control, and protective
systems.

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3.8 Modification(s) Revision(s), addition(s), deletion(s), or reaffirmation(s) to Toledo Site Technical

Practices that are balloted by the EP Technical Committee.
3.9 Owner The Toledo Refinery.
3.10 Owners Engineer A Toledo Refinery appointed engineer.
3.11 Project Manager Assigned person having the ultimate responsibility for a specific project. This will
usually be a major project having its own unique organization autonomous from the established refinery
organization.
3.12 Purchaser The party placing a direct purchase order. The Purchaser is the Owners designated
representative.
3.13 Revisions Modifications to an existing Toledo Site Technical Practice.
3.14 SPU Defined ETPs - Specific subset of the Group Engineering Technical Practices (ETPs) selected or
developed by the Refining Strategic Performance Unit (SPU) whose requirements are mandatory for all
BP refineries.
3.15 STPs (Site Technical Practices) - A set of technical specifications and practices used to ensure the safe
and environmentally sound design, modification, maintenance and inspection of Toledo Refinery assets.
Most STPs have been grouped within the EP collection of documents but some reside in Process
Engineering, Inspection, Maintenance, and other departmental libraries. Requirements are consistent
with BP Group/Segment/SPU Technical Practices and the Group Defined Practice for Integrity
Management GDP 5.0-0001. These practices shall cover the whole lifecycle of an asset, including design,
procurement, construction, operation, maintenance and decommissioning.
3.16 Subject Matter Expert (SME) A line appointed site resource (also known as a Technical Reviewer)
whose duties are outlined in Section 4.0 of EP 112.
3.17 Technical Authority (TA) An engineer with specific discipline expertise appointed by the EA whose
duties are outlined in Section 4.0 of EP 112.
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3.18 Toledo Refinery STP Website An internet website maintained by Equity Engineering (E G), where
current and archived revisions of the Toledo Refinerys Site Technical Practices, any BP
Group/Segment/SPU Technical Practices which address subjects not covered within the EP collection
and Deviations can be found. The URL of the website iswww.equityeng.com/stp/.
4.0 DEVIATIONS
4.1 Deviations may apply only to the specific piece of equipment or the specific project for which they are
approved and may have limited applicability within Toledo Refinery.
4.2 There are three different types of Deviations:
1) Site wide; the Deviation is approved for sitewide application. Site wide deviations should be
permanent but may be specified as applicable for a limited time period (i.e. temporary).
2) Project specific; the Deviation is only approved for use in connection with a specific project.
3) Equipment specific; the Deviation is only approved on a onetime basis for a particular
equipment item or group of equipment.
4.3 There are two Deviation approval procedures:
The basic Deviation procedure shall be followed according to paragraph 4.4.
The Project Manager may elect to follow the alternate procedure in paragraph 4.5.

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4.4 Basic Deviation Procedure (Refinery):

1) The originator of a Deviation request shall fill in Form A and attach all relevant documentation.
The Deviation request shall then be forwarded to the Site EA, who in turn may forward the
Deviation request to the applicable Technical Authority at the site.
2) The Technical Authority (or Site EA if not forwarded) shall review the Deviation request and
approve the type of Deviation being requested per paragraph 4.2. They should also consult with
other knowledgeable resources, such as Subject Matter Experts or Inspection Authorities, on an
as needed basis.
3) The Technical Authority (or Site EA if not forwarded) shall review the requested Deviation for any
inconsistencies with requirements in BP Group/Segment/SPU Technical Practices as well as the
Group Defined Practice for Integrity Management.
4) The Technical Authority shall approve or reject the Deviation request. Once the decision has
been made by the Technical Authority, they shall forward the request to the Site EA for approval
or record, as appropriate.
5) If the deviation is to a requirement in a BP Group Defined Practice or SPU (Refining) Defined
ETP/Practice after approval by the Site EA, the deviation request shall be forwarded to, at a
minimum, the SPU EA for approval.
6) The approved Deviation shall be ultimately returned to the Site EA, who shall provide copies of
the Deviation to the originator and the Technical Authority, if applicable. The Site EA shall
2
forward a copy of Deviation to Equity Engineering Group (E G) and the project file.
2
7) The Equity Engineering Group (E G) shall post all Deviations on the Toledo Refinery STP
website.
4.5 Alternative Deviation Procedure (Major Projects):
1) The originator of a Deviation request shall fill in Form A and attach all relevant documentation.
The Deviation request shall then be forwarded to the Project EA, who in turn may forward the
Deviation request to the applicable project Technical Authority.
2) The Technical Authority (or Project EA if not forwarded) shall review the Deviation request and
approve the type of Deviation being requested per paragraph 4.2. They should also consult with
other knowledgeable resources, such as Subject Matter Experts or Inspection Authorities, on an
as needed basis.
3) The Technical Authority shall review the requested deviation for any inconsistencies with
requirements in BP Group/Segment/SPU Technical Practices as well as the Integrity
Management Standard.
4) The Technical Authority shall approve or reject the Deviation request. Once the decision has
been made by the Technical Authority, they shall forward the request to the Project EA for
approval or record, as appropriate.
5) If the deviation is to a requirement in a BP Group Defined Practice or SPU (Refining) Defined
ETP/Practice, after approval by the Project EA, the deviation request shall be forwarded to the
Site EA and then, as a minimum, the SPU EA for approval.
6) The approved Deviation shall be ultimately returned to the Project EA, who shall provide copies
of the Deviation to the originator, Technical Authority (if applicable), the Project Manager, the
2
Site EA, the project files and the Equity Engineering Group (E G).
2
7) The Equity Engineering Group (E G) shall post all project specific Deviations on the Toledo
Refinery STP website.
2

4.6 Once the Deviation is approved, it can be used immediately. The Equity Engineering Group (E G) shall
update the Deviation electronic collection on the Toledo Refinery STP website.
2

4.7 The Equity Engineering Group (E G) shall void Deviations from the Deviation Collection on the Toledo
Refinery STP website once they become void.

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Toledo
Refinery

Site Technical Practices

EP 1-1-3

Deviations to the Toledo Site Technical

Practices

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May 2012

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4.8 All sitewide and project specific Deviations should be reviewed to determine if a revision/modification to
the applicable EP should be made. Anyone can initiate a revision/modification to an EP in accordance
with the procedures provided in EP112.

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Site Technical Practices

EP 1-1-3

Deviations to the Toledo Site Technical

Practices

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5.0 FORMS
FORM A
DEVIATION REQUEST FORM - TOLEDO REFINERY
FROM:

DATE:

ORIGINATOR OF DEVIATION REQUEST:

TYPE OF DEVIATION

SITE WIDE

PROJECT SPECIFIC

EQUIPMENT SPECIFIC

PERMANENT

TEMPORARY - END DATE:

PROJECT/JOB TITLE:
REV.

EP NO.
EP TITLE:

GROUP/SEGMENT/SPU ETP NO*.

DATE:

GROUP/SPU DEFINED ETP?

YES

NO

ETP TITLE:

DESCRIPTION & RISK

Description: (List the specific sections and requirement(s) of the Practice subject to this
deviation/extension.)

Basis for Request: (Provide the context, reasons, rationale or other information supporting the request.
Cite facts, meeting minutes, discussions, etc. relevant to the request.)

Risk Consideration: (Describe the risks associated with the original requirement covered by this request
and how the request does not add risk to the BP entity.)
Options (Risk/Benefit): (Describe one or more alternatives for the BP entity to meet the requirement and
the risks/benefits of each of those options.)
Mitigation: (Describe how the risks associated with the requirement will be managed and, if possible, how
external reviews, audits, inspections, etc. will be used to ensure that the intent of the requirement is being
addressed.)
Conclusion: (Clearly state the specific deviation/extension being requested. The approver will approve or
reject this statement.)

RESOLUTION OF REQUEST
(TO BE COMPLETED BY THE APPROPRIATE ENGINEERING AUTHORITY)

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Practices

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APPROVED

Revision 0.2

SIGNED: [SIGNATURE OF ENGINEERING AUTHORITY]

APPROVED
WITH COMMENT
REJECTED
DATE: DD MONTH YYYY
COMMENTS, CONDITIONS,
OR FOLLOW-UP:

LIST ANY CONDITIONS OR FOLLOW-UP ACTION ITEMS ASSOCIATED WITH THIS REQUEST
AND HOW CONFORMANCE TO THE FOLLOW-UP ACTIONS WILL BE MONITORED.

CC: TECHNICAL AUTHORITY

CC: PROJECT MANAGER
CC: PROJECT FILE
CC: ORIGINATOR
CC: EQUITY ENGINEERING GROUP
ORIG: REFINERY EA FILE

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