What Is Mechanical Integrity and What Are The Requirements of An MI Program - Life Cycle Engineering
What Is Mechanical Integrity and What Are The Requirements of An MI Program - Life Cycle Engineering
Organizations have worked diligently to address the PSM Rule requirements since its
inception, specifically focused on those programs related to safety and management of risk
associated with handling hazardous materials covered by the standard. However, many
continue to struggle with the Mechanical Integrity, element (j), and how it relates to an
effective Asset Management system that addresses not only safety requirements, but also
provides effective asset policy, strategy, objectives and plans to ensure best-in-class
management of assets that mitigates risk over the entire life cycle of the assets.
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Management Responsibility:
“Everyone has responsibility for safety” is a phase that we often hear within a facility. It’s just as
true that “everyone has responsibility for reliability”, i.e. effective management of assets.
However, an effective asset management program must be driven from the “top down” and
effectively implemented from the “bottom up”.
Management must be visible and actively involved in a facility’s hazard management system in
order to help prevent incidents. Key responsibilities are:
Provide the right people for the job
· Set the direction through effectively communicated policy and strategy discussions
Insist that schedules are planned and met
Ensure that appropriate system controls are in place
Roles and responsibilities for the asset management processes should be well-defined using a
Responsible, Accountable, Support and Informed (RASI) matrix which is visible and well
communicated. Reports on MI compliance should be data-driven and focused around
compliance metrics and recognized gaps that need to be addressed by the site leadership.
The classic Plan, Do, Check, Act audit process should be employed to understand the
effectiveness of the MI activities. Reinforcement for proper behavior around identifying and
closing gaps to improve the program is a must, and best delivered from site leadership or
corporate management.
Equipment Selection:
Early in the development of the MI program, the boundaries for equipment within the program
must be identified. This is often accomplished through establishment of an MI Team. A
screening process to prioritize operating units within the site can also be used to direct the MI
Team to the most critical and significant value-contributing assets on site for early
consideration. This process includes:
Consistent review and application of program objectives
Application of a documented equipment selection criteria
Selection of appropriate level of detail for specific assets
· Documentation of all aspects of the program in the site’s Enterprise Asset Management or
Computerized Maintenance Management systems
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Once the scope of the MI program has been defined and equipment selected, the level of
detail of “task” to be done by asset or asset group is defined. Each task should be properly
planned and effectively executed, documented and monitored.
Personnel Qualifications:
It is obvious but must be reinforced that personnel involved in an MI program must be properly
and continually trained to bring the necessary skills to bear when considering or impacting the
health of an asset. A requirement of an effective MI program is to validate and document
training effectiveness, i.e. whether the person can execute effectively on what they just
learned. Certifications are important to ensure that your program is recognized by OSHA, your
insurance carrier or anyone conducting program audits or assessments.
Contractors, consultants and any other individual that can become engaged in the MI program
must also be trained to understand fully the hazards that are present and mitigating strategies
that are in place to manage potential incidents.
The process that pulls all these phases and MI considerations together is shown in Figure 4.
Additional detail can be “built out” for each step in this process. The emphasis here is that
everything discussed around the key phases of MI program development is included in this
process as well as effective asset management principles, such as management
responsibilities for policy, strategy and objectives that can be molded into effective Asset
Management plans for application and use in the field.
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2/24/2020 What is Mechanical Integrity and what are the requirements of an MI program? — Life Cycle Engineering
This article is an excerpt from the whitepaper Using an Asset Management Framework to
Drive Process Safety Management and Mechanical Integrity , which is accessible on
www.LCE.com.
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