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When I was supposed to facilitate a crude primary distillation and a vacuum distillation unit for a BP refinery, they asked for certain experience that one of them was having enough (10 years) field and office engineering in refinery operation to fulfil the position. I have seen no sign of such requirement in item 12 HAZOP facilitator. Although there could be SME people in the team whom are refinery operation experts and will take care of technical issues and adequacy of safety and operability of the plant which could be of great help during HAZOP sessions, but there are certain things that the facilitator need to develop that prior to start of team meetings e.g. Node assignment ,extension of the nodes, developing the Scope and TOR, ability to select the team and choosing the team with adequate expertise, and… So I think B.P. criteria for picking the facilitator was adequate. (You might know that giant oil, gas and chemical companies do not rely much on the facilitator certification issued by authorities although they might have legal obligation . I have not seen such requirement for facilitator selection in nearly all papers or books regarding for this hands on engineering experience. Can you pls. advise.
Cheers
Your point is valid. Standards do not specify years of refinery experience for a HAZOP facilitator—only that they be competent and independent.
However, for complex units like CDU/VDU, companies such as BP deliberately set higher internal criteria. The facilitator’s role goes beyond moderation and includes node definition, scope and TOR development, interface management, and selecting the right team. These tasks require strong process, design, and operational understanding, not just certification.
SMEs support technical depth, but an experienced facilitator is needed to recognize gaps, challenge weak closures, and steer the study effectively.
In practice, certification meets compliance, while hands-on experience ensures quality—which is why BP’s requirement is appropriate.