ChevronTexaco Refining CommonView ChevronTexaco Refining CommonView Project Project

Sam ParinoSam Parino

CIO - North America CIO - North America RefiningRefining

Global R&M BusinessGlobal R&M BusinessCombined PortfolioCombined Portfolio

*Adjusted year-end 1999 capacities

Marketing Refineries

2

Africa130 MBD *

Africa130 MBD *

Europe320 MBD *Europe

320 MBD *

North America1,560 MBD *

North America1,560 MBD *

Asia Pacific

720 MBD *

Asia Pacific

720 MBD *

Central & South America

80 MBD *

Central & South America

80 MBD *

Integrates Caltex for streamlined decision-making and simplified governance

Allows integrated approach to lubricants, trading and risk management

Leverages brand presence into upstream, downstream gas and power value chains

Strong market positions in U.S., Latin America, U.K., and Caltex areas

Creates worldwide business built around a family of well-recognized international brands

Global R&M BusinessGlobal R&M Business Integration PotentialIntegration Potential

Refinery Technology DirectionsRefinery Technology Directions

• Composition- Specific Apps / Control• Abnormal Event Monitoring / Prediction• Automated Data Interpretation• Plant Data Analysis

• Plant- wide Control• Multi- period / Multi- plant Optimization• Advanced Forecasting• Operator Tools• Large- Scale Database Handling• Virtual Teams

• Planning / Scheduling• Multivariable Predictive Control• Equipment Advisory Systems• Plant Data Historians

2000

19901980

Local

Integrated

Enterprise-ScaleCreating Opportunities toConceptualize Problems in New Ways and Maximize Value

Source: M. P. R, ExxonMobil2001 NPRA Computing Conf.

TheThe Automation Steering Team Automation Steering Team

Collaboratively plan and implement business-driven Collaboratively plan and implement business-driven technology in four sectors:technology in four sectors:

– Advanced Process ControlAdvanced Process Control

– Expert Systems & SimulationsExpert Systems & Simulations

– Integration of Planning and ControlIntegration of Planning and Control

– Information ManagementInformation Management

Our team will encourage a “Think Global and Act Our team will encourage a “Think Global and Act Global” philosophy for automation technology in the Global” philosophy for automation technology in the NAP refining system. We will manage a process NAP refining system. We will manage a process designed to reduce costs, shorten implementation designed to reduce costs, shorten implementation time and increase the return on investment.time and increase the return on investment.

CPDS - Refining 2001 Automation CPDS - Refining 2001 Automation PortfolioPortfolio

Annual Spend = $12MM/year1

4.5

0.5

5.5

Simulation & ExpertSystems

InformationManagement

Integrate Planningand Control

Advanced ProcessControl

El Segundo Richmond Pascagoula Hawaii Salt Lake El Paso Burnaby Pembroke

ERP SAP

WEB Viewer Corp. Portal / INDXHQ ? ?

Desktop PI - Process Book from OSI Honeywell Honeywell

Process Monitoring PMO Excel ?

Yield Accounting Sigmafine from OSI Excel Advisor

Planning PETRO PIMS

Optimization Romeo DQP

MVC DMC RMPCT DMC RMPCT RMPCT DMC DMC DMC/RMPCT

Historian PHD PHD IP21 PI PI PI PHD PHD

DCS Honeywell Bailey Honeywell

LIMS StarLims Honeywell LIMS

Maintenance Passport SAP PM Orbit

Reliability Meridium Visions ART

Application Quilt Application Quilt

Operator CapabilityProcedures

Training

Integration of Planning and ControlPlanning

InformationManagement

Level 4

Full Auto

SeparateIntegrated S & C

Process IntegrationNone App Integration

Paper Electronic Operator Assist

Technology ImplementationAutomation Refinery OptimizationMVC RTO

Integrated P&S&C

The Payoff:The Payoff:Achieving Operational ExcellenceAchieving Operational Excellence

Level 2 Level 3

Common Model

We are Laying the Foundation Upon Which We We are Laying the Foundation Upon Which We Can Successfully Build Our Business Models . . . Can Successfully Build Our Business Models . . . Not Just Replacing Our Legacy Systems In KindNot Just Replacing Our Legacy Systems In Kind

ITSTABS-Send RAN TRIAD CPS-MD SSIMS CPS-Price NotificationTRIPS SMARTPRICECART GE-RECON CARS CORVET NCA CHIPSCPS-PricingJIIPLNT AIMSSIS-CHEERSCATS SNPSIS-SEAL LOADS CPS-TaxSTRATABOL CPS-JCACAROL SIS-S4W CAMASDFS TABS-Send SIS-CSARS1CPS-BULK CSI MSDS CPS-MDCPS-Aviation EDISIS-SMIS CPS-RentsPOPCPS-MDCPS-FESCPS-Petroex/TABSSIS-SAM Bank Depsit ReconADIDAS CPS-C/R MSDSCPS-QWN CPS-Sales RptSAP-AFISSOS CPS-Tax RptSIS-SCOPLNT AIMS RCO DepositsCPS-Stock Rpt CAROLIIS CPS-Invoicing CPS-OARSRANCIRCA REF TGS SIS-CHEERS1099MSRSCCEX COPSCPS-Govt Rpt CSI CPS-MRPTAFICPS-TPR MAARSBDF TRIO MSBS CPS-MD MKT AIMS

MARVELCPS-MDCRA

CommonView

IndXIndXLIMSLIMS

ACEACEUDSUDS

OpportunityOpportunity

Current Legacy Systems

SigmafineSigmafine

New Business ModelsExisting Business Models

We are replacing numerous systems with simplified, standardized processes and systems

Refining CommonView ProjectRefining CommonView Project

Now Some DetailsNow Some Details

BackgroundBackground

El Segundo installs Honeywell PHD historian 1Q99. El Segundo installs Honeywell PHD historian 1Q99.

El Segundo begins exploring web view for manufacturing.El Segundo begins exploring web view for manufacturing.

El Segundo and Richmond coordinate to seek single PHD El Segundo and Richmond coordinate to seek single PHD GUI beginning in 4Q99. Richmond needs emerged from the GUI beginning in 4Q99. Richmond needs emerged from the CHAMP project (PHD installation).CHAMP project (PHD installation).

Work scope for the Common GUI expanded to include other Work scope for the Common GUI expanded to include other US refineries in 4Q2000 (Pascagoula, Salt Lake City and US refineries in 4Q2000 (Pascagoula, Salt Lake City and Hawaii with El Paso added later). Hawaii with El Paso added later).

Initial public discussion of Chevron CommonView at NPRA Initial public discussion of Chevron CommonView at NPRA Computer Conference 4Q2001. Computer Conference 4Q2001.

CommonView Objectives CommonView Objectives Common view of data from disparate data sources. Common view of data from disparate data sources.

–PHD, CIM21, IP21, PIPHD, CIM21, IP21, PI

Preservation of existing investmentPreservation of existing investment–Retain existing process historians Retain existing process historians

–Avoid duplicate tag configurationAvoid duplicate tag configuration

–Structure the data for ease of access Structure the data for ease of access

Global data accessibility Global data accessibility –Users, applications, business functionsUsers, applications, business functions

–Remove connectivity as an issue Remove connectivity as an issue

Platform for future layered applicationsPlatform for future layered applications

Key CommonView Team Findings Key CommonView Team Findings

Server-based connection to many data sources.Server-based connection to many data sources.

This was a This was a radical concept radical concept fifteen months agofifteen months ago. .

OSI shared the concept OSI shared the concept andand could deliver. could deliver.

OSI ComConnector matched Chevron needs.OSI ComConnector matched Chevron needs.– PHD CC released PHD CC released

– CIM21, IP21 and OLE DB CC then in progressCIM21, IP21 and OLE DB CC then in progress

Chevron provided significant testing and feedback. Chevron provided significant testing and feedback.

Key CommonView Team Findings - Key CommonView Team Findings - 2 2

The user view has many faces.The user view has many faces.

LAN, web, PDA, phone, future viewsLAN, web, PDA, phone, future views

PI supports them allPI supports them all– LAN clients LAN clients

– Web clients Web clients

– Data access Data access

– ProcessBook development environment ProcessBook development environment

Key CommonView Team Findings - Key CommonView Team Findings - 3 3

Global data access Global data access

– In place with PI In place with PI

– Client access to any PI Server if authorizedClient access to any PI Server if authorized

– PI to PI for data transferPI to PI for data transfer

– Programmatic access Programmatic access

Platform for future applications Platform for future applications

– PI is a consistent platform for apps, regardless of process historian. PI is a consistent platform for apps, regardless of process historian.

– Variety of OSI apps Variety of OSI apps

– Third party apps Third party apps

– This is an area of focus for OSI with the PI Application Framework. This is an area of focus for OSI with the PI Application Framework.

CommonView Phase 1CommonView Phase 1

Implement OSI’s Process Book Desktop Suite and Universal Data Server– OSI’s Universal Data Server can interface to PHD and InfoPlus OSI’s Universal Data Server can interface to PHD and InfoPlus

historians. Refining can standardize on one solution at the desktop historians. Refining can standardize on one solution at the desktop for power users and provide a common interface point for for power users and provide a common interface point for applications like the new Lab System, Yield Accounting, Equipment applications like the new Lab System, Yield Accounting, Equipment Monitoring, etc.Monitoring, etc.

The CommonView Implementation The CommonView Implementation

PI Server installed at six sites (June-October) PI Server installed at six sites (June-October) OSI installation typically 3-5 days OSI installation typically 3-5 days PHD CC: typically 30-50K tagsPHD CC: typically 30-50K tags IP21 CC: about 10K tags IP21 CC: about 10K tags Lab CC: rolling out at El SegundoLab CC: rolling out at El Segundo Migrations in progressMigrations in progress

– El Paso: CIM21 to PI historianEl Paso: CIM21 to PI historian

– Hawaii: PHD to PI historianHawaii: PHD to PI historian

– Objective is reduced maintenanceObjective is reduced maintenance PI went in and worked. PI went in and worked.

CommonView use of the ModuleDB CommonView use of the ModuleDB

Site hierarchySite hierarchy Site Equipment List (Sourced from Meridium)Site Equipment List (Sourced from Meridium) Corporate drill down capability Corporate drill down capability Sigmafine report templatesSigmafine report templates Refinery transactions Refinery transactions

– archived to transfer record databasearchived to transfer record database

– Wharf, tank farm Wharf, tank farm

– Others coming Others coming Advanced Calculations Advanced Calculations See mock up next slide See mock up next slide

The drill down at the left is site to division to process unit to

equipment to the pumps list.

Note the pump properties above.

CommonView and ACE CommonView and ACE

PI initial purchase 2Q2001. PI initial purchase 2Q2001. ACE released 3Q2001, purchased 4QACE released 3Q2001, purchased 4Q Flow corrections Flow corrections

– Shared development effort (RIC, PAS) Shared development effort (RIC, PAS) Migration of PMO (unit material balances and more) Migration of PMO (unit material balances and more)

– Design in progress Design in progress

– Planned migration Excel to ACEPlanned migration Excel to ACE

– Calculations can be managed as a corporate Calculations can be managed as a corporate resource.resource.

Environmental reporting under consideration (RIC)Environmental reporting under consideration (RIC) Data extraction from rdb systems planned (RIC) Data extraction from rdb systems planned (RIC)

CommonView and Sigmafine CommonView and Sigmafine

Unique opportunity 2Q2001 tied to SAPUnique opportunity 2Q2001 tied to SAP But timing was tight. But timing was tight. Migration from mainframe IIS/YIS systems Migration from mainframe IIS/YIS systems

– Refinery inventory and volume accounting systemsRefinery inventory and volume accounting systems

Sigmafine selected 3Q2001.Sigmafine selected 3Q2001. Implementation in progress for six refineriesImplementation in progress for six refineries Pascagoula initial sitePascagoula initial site Will migrate to Application Framework/ Will migrate to Application Framework/

Sigmafine 4 Sigmafine 4

Key CommonView BenefitsKey CommonView Benefits

Operational efficiencyOperational efficiency

Incident reductionIncident reduction

Energy savingsEnergy savings

Organizational effectivenessOrganizational effectiveness

Already impacting these ongoing projects Already impacting these ongoing projects – Richmond Chevmon ReplacementRichmond Chevmon Replacement

– El Segundo Reliability Focused Operations ProjectEl Segundo Reliability Focused Operations Project

– Pascagoula Refinery Information Systems ProjectPascagoula Refinery Information Systems Project

– IIS/YIS (Stock Balance) replacement IIS/YIS (Stock Balance) replacement

Web Based, Handheld

Views

CommonView Project: A System-Wide CommonView Project: A System-Wide ExampleExample

Trends

HoneywellDistributed

ControlSystems

*STARLIMS Lab

InformationSystem

Real TimeHistorian(s)

PI UniversalData Server

AdvancedCalculationApplication

SigmafineYields

and Inventory

Operational Portal

ProcessBookand

DataLink

Step 1

Step 2

Planning Maintenance

ReliabilityEnvironmental

SafetyDocuments

Routine Duties TurnoversExceptions

Process Performance

My Conclusions My Conclusions

Buy PI. Buy PI.

Buy a lot of it. Buy a lot of it.

It just works!