Initiated by the owner operator community, Capital Facilities
Information Handover Specification (CFIHOS - pronounced
“see-fos”) is an emerging standard for a consistent approach to
information handover meant to reduce the inefficiencies and costs in the information supply chain. As one of the initiative’s earliest adopters, Mike Curtin, VP Capital Project IM/IT, discusses how Shell’s project execution approach is evolving to align with the new standards, the impacts of CFIHOS on the industry and who is affected, and finally how technology is changing to support the shift. Mike also covers Shell’s journey from document to data centric information management for CFIHOS readiness, and finally, the next steps in their path towards digitalization across greenfield project execution and operations of existing assets.
3. Copyright of Shell International
Definitions & cautionary note
The companies in which Royal Dutch Shell plc directly and indirectly owns investments are separate legal entities. In this presentation “Shell”, “Shell group” and “Royal Dutch Shell” are sometimes used for
convenience where references are made to Royal Dutch Shell plc and its subsidiaries in general. Likewise, the words “we”, “us” and “our” are also used to refer to subsidiaries in general or to those who work
for them. These expressions are also used where no useful purpose is served by identifying the particular company or companies. ‘‘Subsidiaries’’, “Shell subsidiaries” and “Shell companies” as used in this
presentation refer to companies over which Royal Dutch Shell plc either directly or indirectly has control. Entities and unincorporated arrangements over which Shell has joint control are generally referred to as
“joint ventures” and “joint operations” respectively. Entities over which Shell has significant influence but neither control nor joint control are referred to as “associates”. The term “Shell interest” is used for
convenience to indicate the direct and/or indirect ownership interest held by Shell in a venture, partnership or company, after exclusion of all third-party interest.
This presentation contains forward-looking statements concerning the financial condition, results of operations and businesses of Royal Dutch Shell. All statements other than statements of historical fact are, or
may be deemed to be, forward-looking statements. Forward-looking statements are statements of future expectations that are based on management’s current expectations and assumptions and involve known
and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in these statements. Forward-looking statements include, among
other things, statements concerning the potential exposure of Royal Dutch Shell to market risks and statements expressing management’s expectations, beliefs, estimates, forecasts, projections and assumptions.
These forward-looking statements are identified by their use of terms and phrases such as ‘‘anticipate’’, ‘‘believe’’, ‘‘could’’, ‘‘estimate’’, ‘‘expect’’, ‘‘goals’’, ‘‘intend’’, ‘‘may’’, ‘‘objectives’’, ‘‘outlook’’, ‘‘plan’’,
‘‘probably’’, ‘‘project’’, ‘‘risks’’, “schedule”, ‘‘seek’’, ‘‘should’’, ‘‘target’’, ‘‘will’’ and similar terms and phrases. There are a number of factors that could affect the future operations of Royal Dutch Shell and
could cause those results to differ materially from those expressed in the forward-looking statements included in this presentation, including (without limitation): (a) price fluctuations in crude oil and natural gas;
(b) changes in demand for Shell’s products; (c) currency fluctuations; (d) drilling and production results; (e) reserves estimates; (f) loss of market share and industry competition; (g) environmental and physical
risks; (h) risks associated with the identification of suitable potential acquisition properties and targets, and successful negotiation and completion of such transactions; (i) the risk of doing business in developing
countries and countries subject to international sanctions; (j) legislative, fiscal and regulatory developments including regulatory measures addressing climate change; (k) economic and financial market
conditions in various countries and regions; (l) political risks, including the risks of expropriation and renegotiation of the terms of contracts with governmental entities, delays or advancements in the approval of
projects and delays in the reimbursement for shared costs; and (m) changes in trading conditions. No assurance is provided that future dividend payments will match or exceed previous dividend payments. All
forward-looking statements contained in this presentation are expressly qualified in their entirety by the cautionary statements contained or referred to in this section. Readers should not place undue reliance on
forward-looking statements. Additional risk factors that may affect future results are contained in Royal Dutch Shell’s Form 20-F for the year ended December 31, 2016 (available at www.shell.com/investor and
www.sec.gov ). These risk factors also expressly qualify all forward-looking statements contained in this presentation and should be considered by the reader. Each forward-looking statement speaks only as of
the date of this presentation, Wednesday 14th February. Neither Royal Dutch Shell plc nor any of its subsidiaries undertake any obligation to publicly update or revise any forward-looking statement as a result
of new information, future events or other information. In light of these risks, results could differ materially from those stated, implied or inferred from the forward-looking statements contained in this
presentation. This presentation may contain references to Shell’s website. These references are for the readers’ convenience only. Shell is not incorporating by reference any information posted on
www.shell.com. We may have used certain terms, such as resources, in this presentation that United States Securities and Exchange Commission (SEC) strictly prohibits us from including in our filings with the
SEC. U.S. investors are urged to consider closely the disclosure in our Form 20-F, File No 1-32575, available on the SEC website www.sec.gov.
3
5. Copyright of Shell International
Oil companies, EPCs & Equipment suppliers all suffer due to
lack of information handover standards
5
M
A
N
U
F
A
C
T
U
R
E
R
S
information
information
information
information
information
information
information
information
information
information
information
OWNER
OPERATOR
EPC
CONTRACTOR(S)
EQUIPMENT
SUPPLIERS
specification
specification
specification
specification
specification
specification
specification
1. START
6. FINISH
specification
2.
3.
4.5.
information
information
information
information
# = ~100-1000# = 1-7# = 1
6. Copyright of Shell International
CFIHOS gives the Supply Chain a common language
6
What is CFIHOS?
A specification of information requirements for operators,
contractors and equipment manufacturers and suppliers
1. A technical specification document
2. A data Model
3. A dictionary (Reference Data Library)
4. A process & guidance document
5. A set of requirements for
implementation software
Background:
• Industry standard developed by www.uspi.nl
• Based on Shell DEP used on ~80 projects
over last 10 years.
• Based on ISO 15926 & EPISTLE handover
guide
Participants:
7. Copyright of Shell International
CFIHOS core use cases
7
Project Execution
1.Interoperability
2.Debottlenecking
3.Accelerated handovers
Operations
1.Speed up searches for information
2. Reduce operational risk
8. Copyright of Shell International
Agree
generic
software
architecture
and set of
functional
requirements
Agree
common
equipment
information
requirements
Align on
most content
definitions
and
overlaps
Start
alignment
with other
standardi-
zation
efforts
Aligned
Tag classes
and
Document
Metadata.
52
members
joined
12 member
companies in
project team
joined
CFIHOS
EIS used
on ca
80
projects
and
assets in
Shell
Shell
Engineering
Information
Specification
Join the orchestra….
Exercise your right to shape the DIGITAL FUTURE ….and create value for your
company and our industry
DIGITAL
FUTURE
Convergence
to a common
language via
CFIHOS,
transferred
into a well-
maintained
ISO standard
To join CFIHOS contact
Paul van Exel, Director
of www.USPI.nl at
stichting@uspi.nl
2004 2012 2017 2018 2019
11. Copyright of Shell International
How is CFIHOS implemented?
11
Specify information
1. Define IM specification for project scope
using CFIHOS templates
2. Embed IM specification in EPCM contract
clauses
Manage Information Review
3. Staff up Information Management team
4. Define Data and Document review
processes
5. Set up information handover systems –
loading, validation, staging
Handover Information
6. Map to target systems and transfer
information
Manage
Information
Review
Specify Information
Handover
Information
Owner Operator
Contractor
Contract
Award
12. Copyright of Shell International
CFIHOS gives the supply chain a common language
12
CFIHOS is a specification of the
taxonomy, classification and
object-relationships (e.g. tag-
document links) required for the
“packages” of data and
documents to be handed over
from projects to operations.
Plant Breakdown
Structure
Asset Classification
Document Classification
RDL_objects 33
RDL_object_attributes 189
Tag Class 603
Equipment Class 603
Property 565
Tag/Equipment/Model Class Property 3761
Property Picklist 130
Property Picklist Values 1506
Discipline 42
Discipline Document Type 856
Starting point: Shell EIS RDL , i.e. Typical Oil & Gas Industry requirements for Asset Management
Mapped to ISO 15926 Part 4 which will be updated to complete gaps identified
13. Copyright of Shell International
Oil companies, EPCs & Equipment suppliers all suffer due to lack of
information handover standards
13
M
A
N
U
F
A
C
T
U
R
E
R
S
information
information
information
information
information
information
information
information
information
information
OWNER
OPERATOR
ASSET HIERARCHY
EQUIPMENT VENDOR DOCS
EQUIPMENT DATA SHEETS
DESIGN DOCUMENTS
COMMISSIONING MGT
OPERATIONS
CORROSION MANAGEMENT
MAINTENANCE MANAGEMENT
REAL TIME OPERATIONS
M&I
# = 1
EPC
CONTRACTOR(S)
ENGINEERING
PROJECT
SERVICES
PROCESS MODEL
PROCESS DESIGN - P&ID
INSTRUMENTATION*
ELECTRICAL*
MECHANICAL*
2D DRAWINGS
3D DESIGN
PROCUREMENT
CONSTRUCTION
COMMISSIONING
PLANNING & RISK MGT
COST ESTIMATING
COST ENGINEERING
CONTRACT MGT
PROJECT ENGINEERING
# = 1-7
EQUIPMENT
SUPPLIERS
EQUIPMENTSUPPLIERS
CONTRACTO
RS
PACKAGES
STATIC EQUIPMENT
ELECTRICAL EQUIPMENT
CONTROL SYSTEMS
FABRICATORS
YARDS
AUTOMATION
CONSTRUCTION
INSTRUMENTATION
ELECTRICAL EQUIPMENT
ROTATING EQUIPMENT
FIRE AND GAS
SITE SERVICES
# = ~100-1000
inform
ation
specification
specification
specification
specification
specification
specification
specification
specification
specification
specification
1. START
6. FINISH
specification
2.
3.
4.
5.
14. Copyright of Shell International
Standards make best practice common practice.
14
15. Copyright of Shell International
Standards are part of every area of our daily lives
15
16. Copyright of Shell International
Why we need all hands on deck…
Exercise your right to shape the digital future of our industry
Timeline:
1. 2004 Shell Engineering Information Specification (EIS) DEP 82.10.30.00 rev 1
2. 2014-12 EIS used on ca 80 projects and assets in Shell
3. 2012 EIS shared with industry to create CFIHOS revision 1.0, 12 member companies in project team is
4. 2017 CFIHOS gains critical mass 52 members, all key IOCs and most EPCs join.
5. 2017 Aligned Tag classes and Document Metadata. Defined deployment process for OO’s & EPC’s
6. 2017 Start alignment with other standardization efforts – Dexpi, Mimosa, EPIM STI and JIP33 .
7. 2018 Goal: Align on most content definitions and overlaps with other standards
8. 2019 Goal: Agree common equipment information requirements (input to JIP33)
9. 2019 Goal: Agree generic software architecture and set of functional requirements
Outcome: Convergence towards a common language via CFIHOS, converted into a well-maintained ISO standard
1. Reduced costs of information delivery, consolidation and integration
2. Ease of use – no surprises of scope and consistency with other data standards
3. Reuse of equipment information
4. Accelerated information maturation, transparency of status, bottlenecks, rules of credit calculations
5. Lowers IT costs – no reconfigurations and fewer mappings, tool agnostic
17. Copyright of Shell International
Agree
generic
software
architecture
and set of
functional
requirements
Agree
common
equipment
information
requirements
(input to
JIP33)
Align on
most content
definitions
and
overlaps
with other
standards
Start
alignment
with other
standardiz
ation
efforts –
Dexpi,
Mimosa,
EPIM STI
and JIP33
Aligned
Tag classes
and
Document
Metadata.
Defined
deployment
process for
OO’s &
EPC’s
CFIHOS
gains
critical
mass 52
members,
all key
IOCs and
most EPCs
join.
EIS shared
with industry
to create
CFIHOS
revision 1.0,
12 member
companies in
project team
is
EIS used
on ca
80
projects
and
assets in
Shell
Shell
Engineering
Information
Specification
(EIS) DEP
82.10.30.00
rev 1
Why we need all hands on deck….
Exercise your right to shape the DIGITAL FUTURE ….
And create value for your company and our industry…
1. Reduced costs of information delivery, consolidation and integration
2. Ease of use – no surprises of scope and consistency with other data standards
3. Reuse of equipment information
4. Accelerated information maturation, transparent status, bottlenecks, rules of credit calculations
5. Lower IT costs – no reconfigurations and fewer mappings, tool agnostic
DIGITAL
FUTURE
Convergence
to a common
language via
CFIHOS,
transferred
into a well-
maintained
ISO standard
To join CFIHOS contact
Paul van Exel, Director
of www.USPI.nl at
stichting@uspi.nl
2004 2012 2017 2018 2019
