Document Title: Materials and Corrosion Assessment Template
Logos: DECC / HSE / OSDR Logos
Case Title - [Safety Case Title]
Duty Holder – [Company Name]
COIN Numbers - [Case] / [SVC Number]
Topic Assessor – [Name]
MATERIALS AND CORROSION ASSESSMENT TEMPLATE
Work Instructions
Topic specialists should use this template to record their assessment of the Materials and Corrosion aspects of a safety case. The scope of a Materials and
Corrosion assessment is listed overleaf. Assessment should be against the requirements of SCR2015.
Exemplar Approach - This template should be used in accordance with the scope of the Assessment Instructions when the topic is included for assessment.
An exemplar approach may be sufficient if some material has been previously accepted and has not materially changed. For example a CMAPP or SEMS
from an existing, accepted safety case.
The template is one of a series covering all assessment topics, which together form a complete record of the safety case assessment and create evidence of
how the decision to accept the case, or not, was reached. The templates identify the specific regulatory requirements of SCR2015 for the topic and indicate
what the competent authority expects to find within a safety case to demonstrate that those requirements are met. The template complements the published
guidance that supports the regulations and topic sector guidance. The templates are available to promote transparency and assist duty holders in drafting
submissions.
Green text indicates regulatory requirements that are new in SCR2015.
Black text represents regulatory requirements that are contained in both SCR2005 and SCR2015.
Non Acceptance Issue - A Non Acceptance Issue (NAI) is a deficiency in the demonstration made within a safety case, which, if not resolved, will prevent the
case from being accepted under the relevant statutory provisions. Non Acceptance Issues must be sent by a formal letters to the duty holder requiring them
to be dealt with in the appropriate manner, giving the duty holder a clear understanding of how to address the deficiency.
Clarification - A Clarification is an explanation provided by a duty holder on request during assessment to enable the assessing Inspectors to be confident of
their interpretation of the information in a safety case. Clarifications are a routine part of assessment work and should be raised with a duty holder promptly.
Clarifications do not require formal letters. Communicating by telephone and email is sufficient. A meeting between the duty holder and relevant topic
specialists may also be appropriate in some circumstances for clarifications. Clarification is not a first stage before raising non-acceptance issues. Any
aspect that could credibly lead to a Non-Acceptance Issue should be raised as such in the first instance.
Design or Relocation Notification - Where the template is used to aid the inspection of a Design or Relocation Notification, Inspectors should consider if the
information provided meets the requirements of Schedule 5 of the regulations. The inspection must identify any Potential Non Acceptance Issues to draw to
the duty holder’s attention. Reference to these requirements outlined in Sections 1(a) to 1(e) of this template may be useful when forming an opinion. A
record of the inspection should be made in Section 7.
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Owner: ED4.3
Page 1 of 14
Document Title: Materials and Corrosion Assessment Template
Logos: DECC / HSE / OSDR Logos
Case Title - [Safety Case Title]
Duty Holder – [Company Name]
COIN Numbers - [Case] / [SVC Number]
Topic Assessor – [Name]
Scope of Materials and Corrosion Assessment
A Materials and Corrosion assessment will include the major accident hazards of ‘Loss of Containment – Process’ GASCET section
5.1 plus elements from GASCET section 3 ‘Structural Integrity’. The relevant sections are listed below. The materials and corrosion
assessment applies to all fixed process platforms, mobile installations, and to floating production installations. Draft regulatory
requirements are included at the end of this template.
Relevant Pre-Existing Guidance

APOSC Principles:
Most APOSC principles can be used to guide a Materials and Corrosion assessment. The most commonly used are listed
below:
Principle 1
The factual information should meet the SCR05 requirements and provide sufficient detail to support the arguments made in the case
Principle 2
The safety case should demonstrate that the management system is adequate to ensure compliance with the relevant statutory provisions
Principle 3
The management system should show appropriate levels of control during each phase of the installation life cycle
Principle 4
A systematic process should be used to identify all reasonably foreseeable major accident hazards that apply to the installation, together with
potential initiating events or sequences of events
Principle 10
The identification of risk reduction measures should be systematic and take into account new knowledge
Principle 11
The reasoning behind the choice of risk reduction measures to be implemented should be described. Decisions on implementation should take
reasonable practicability into account
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Document Title: Materials and Corrosion Assessment Template
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Case Title - [Safety Case Title]
Duty Holder – [Company Name]
COIN Numbers - [Case] / [SVC Number]
Topic Assessor – [Name]
Principle 12
Risk reduction measures identified, as part of the risk assessment, should be implemented if they are reasonably practicable
Principle 13
In deciding what is reasonably practicable, the case should show how relevant good practice and judgement based on sound engineering,
management and human factors principles have been taken into account
Principle 15
Measures taken to manage major accident hazards should be described
Principle 16
The safety case should explain how inherently safer design concepts have been applied in the design decisions taken
Principle 17
The measures for preventing major accident hazards should take account of the various activities undertaken during the installation's current
phase of operation
Principle 26
A design notifications should describe how the principles of risk evaluation and management are being applied to the design to ensure that major
accident risks will be controlled

GASCET sections:
Section 2.2.1
’Structural Integrity’
G17 Management System procedures
G18 Inadequate design
G19 Inadequate Inspection, Repair and Maintenance during Fabrication and Operation
G20 Inadequate Re-assessment
G21 Inadequate Verification
F10 Use of best design practice
F14 Maintenance Management Procedures
F18 Maintenance and Repair Management Procedures
Section 2.3.1 ‘Loss of Containment – Process’
All sections
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Document Title: Materials and Corrosion Assessment Template
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Case Title - [Safety Case Title]
Duty Holder – [Company Name]
COIN Numbers - [Case] / [SVC Number]
Topic Assessor – [Name]
Additionally for semi-sub, FPSO or jack-up installations entering the UKCS for the first time the following sections of Gascet may
apply:
Section 2.2.2 Stability – Maritime Integrity
F11 Concept design
F13 Maintenance policies
Section 2.2.3 “Position keeping - systems failure”
HS1 Mooring system
F2 System specific data

HID Inspection Guides (Offshore)
Offshore Installation Maintenance Management
Offshore Loss of Containment

Energy Institute Guidelines
Guidance on corrosion management in oil and gas production and processing
1. Materials and Corrosion Management Requirements
8.— (2) In the case of a body corporate or un-incorporate, the safety and environmental management
system must include the organisational structure, responsibilities, practices, procedures, processes
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NAI
SCR2015 Regulation 8 – Safety and Environmental Management System
SCR2015 Regulatory Requirement
Clarific
ation
Note: This section applies across all materials and corrosion topic areas. The following sections have additional requirements for
specific materials/corrosion topics
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Document Title: Materials and Corrosion Assessment Template
Logos: DECC / HSE / OSDR Logos
Case Title - [Safety Case Title]
Duty Holder – [Company Name]
COIN Numbers - [Case] / [SVC Number]
Topic Assessor – [Name]
and resources for determining and implementing the corporate major accident prevention policy.
Assessment Criteria / Minimum Information
SC Ref
Criteria Met / Not Met - Assessment Comments
Does the SEMS provide sufficient information about the
materials and corrosion roles and responsibilities for the
duty holder both onshore and offshore. For
corrosion/integrity engineering the relevant key roles
should be described.
Assessment Criteria / Minimum Information
SC Ref
Criteria Met / Not Met - Assessment Comments
Safety and environmental-critical elements and specified
plant have been identified. Examples include:
 Hydrocarbon containing pressure equipment
 Structural elements
NAI
The duty holder must establish a scheme (a “verification scheme”) for ensuring, by the
means described in paragraph (2), that the safety and environmental-critical elements and the
specified plant—
(a) are or, where they remain to be provided, will be suitable; and
(b) where they have been provided, remain in good repair and condition.
Clarification
SCR2015 Regulation 9 – Establishment of verification scheme
SCR2015 Regulatory Requirement
15.—(1) The operator of a production installation which is to be established in external waters
must—
(a) prepare a design notification containing, subject to paragraph (6), the particulars specified
in Schedule 5
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NAI
SCR2015 Regulation 15 – Design and relocation notifications for production installation
SCR2015 Regulatory Requirement
Clarification
See Schedule 4 for more detail
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Document Title: Materials and Corrosion Assessment Template
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Case Title - [Safety Case Title]
Duty Holder – [Company Name]
COIN Numbers - [Case] / [SVC Number]
Topic Assessor – [Name]
Assessment Criteria / Minimum Information
SC Ref
Criteria Met / Not Met - Assessment Comments
Eliminating risk at source through good design and
materials selection is preferable to retrospective or
mitigating action.
Note the regulation only applies to the major accident
hazards aspects of the design. The regulation requires the
duty holder to provide a broad overview of the design and
the design process.
(c) all hazards with the potential to cause a major accident have been identified;
Assessment Criteria / Minimum Information
SC Ref
Criteria Met / Not Met - Assessment Comments
NAI
SCR2015 Regulation 16 – Management and Control of Major Hazards
SCR2015 Regulatory Requirement
Clarific
ation
See Schedule 5 for details of what should be included
Evidence should be provided showing that the major
accident hazards and the initiating events for a major
accident due to corrosion or loss of integrity have been
identified and addressed. From a materials and corrosion
engineering perspective these could arise from:


Internal or external corrosion resulting in pressure
equipment failure e.g. hydrocarbon vessel or flow
line
Loss of structural integrity due to external corrosion
SCR2015 Regulation 23 – Review of Safety Case
SCR2015 Regulatory Requirement
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C
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a
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i
A
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i
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a
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i
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n
See schedule 6 for a production installation and Schedule 7
for a non-production installation
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Document Title: Materials and Corrosion Assessment Template
Logos: DECC / HSE / OSDR Logos
Case Title - [Safety Case Title]
Duty Holder – [Company Name]
COIN Numbers - [Case] / [SVC Number]
Topic Assessor – [Name]
A duty holder must revise a current safety case—
(a) when appropriate; and (b) when directed to do so by the competent authority
Assessment Criteria / Minimum Information
SC Ref
Criteria Met / Not Met - Assessment Comments
Is there evidence in the thorough review of the safety case
in respect of:
 modifications or repairs to the structure or any plant
where changes may have an impact on safety
 introduction of new activities (including changes to
chemical injection rates, dosages or types)
 consideration of the cumulative effect of a number
small changes which may impact on safety
 an extension of use beyond original design life
 any major changes in technology
 the continued relevance of existing procedures
Assessment Criteria / Minimum Information
SC Ref
NAI
Every duty holder must cooperate with the competent authority to establish and
implement a priority plan for the development of standards, guidance and rules which will give
effect to best practice in major accident prevention, and limitation of consequences of major
accidents should they nonetheless occur.
Clarification
SCR2015 Regulation 32 – Standards and guidance on best practice
SCR2015 Regulatory Requirement
Criteria Met / Not Met - Assessment Comments
Does the duty holder have systems in place to identify
when new standards and guidance are issued and to
benchmark and if necessary update their existing ones.
For corrosion management this could cover new guidance
issued by, for example the Energy Institute on corrosion
management, on inspection techniques for pressure
equipment, safety alerts/notices.
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Case Title - [Safety Case Title]
Duty Holder – [Company Name]
COIN Numbers - [Case] / [SVC Number]
Topic Assessor – [Name]
Regulation 8
1. The dutyholder must prepare a document setting out its safety and environmental management system
4. The SEMS must address the particulars in Schedule 3
Assessment Criteria / Minimum Information
SC Ref
Criteria Met / Not Met - Assessment Comments
NAI
Schedule 3–Particulars to be addressed in a Safety and Environmental Management System
SCR2015 Regulatory Requirement
Clarification
Document Title: Materials and Corrosion Assessment Template
3. The nature and frequency of examination and testing.
4. The arrangements for the making and preservation of records showing—
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NAI
Schedule 4 – Matters to be provided for in Verification
SCR2015 Regulatory Requirement
Clarifi
cation
Matters relevant for corrosion management include:
 organisational structure/roles and responsibilities
 identification & control of major hazards (i.e. a clear
link between MH risk assessment and preventative
measures
 control of modifications
 performance monitoring
 audit and review arrangements
Page 8 of 14
Document Title: Materials and Corrosion Assessment Template
Logos: DECC / HSE / OSDR Logos
Case Title - [Safety Case Title]
Duty Holder – [Company Name]
COIN Numbers - [Case] / [SVC Number]
Topic Assessor – [Name]
(a) the examination and testing carried out;
(b) the findings of the examination and testing;
(c) any remedial action recommended; and
(d) the remedial action performed.
6. The arrangements for review and revision of the scheme.
Assessment Criteria / Minimum Information




SC Ref
Criteria Met / Not Met - Assessment Comments
The verification scheme identifies the nature and
frequency of examination and testing to be
undertaken for pipework, vessels and structure
A system is in place to ensure the above activities
are undertaken and that the results are recorded.
Where remedial actions are required these are
documented and recorded when completed
There are review arrangements in place, and, if
necessary, a revision of the verification scheme for
relevant plant/strucure.
Assessment Criteria / Minimum Information
SC Ref
NAI
15.—(1) The operator of a production installation which is to be established in external waters
must—
(a) prepare a design notification containing, subject to paragraph (6), the particulars specified
in Schedule 5
Clarification
SCR2015 Schedule 5 – Particulars to be included in a design notification or a relocation notification for a production
installation
SCR2015 Regulatory Requirement
Criteria Met / Not Met - Assessment Comments
Does the safety case provide a description of:




the principal features of the design of structure and plant
the types of operation which the installation is capable of
performing
any novel techniques, materials or equipment planned
for use
the principal systems on the installation
TRIM: 2015/______
Revised: [Date] - DRAFT
Owner: ED4.3
Page 9 of 14
Document Title: Materials and Corrosion Assessment Template
Logos: DECC / HSE / OSDR Logos
Case Title - [Safety Case Title]
Duty Holder – [Company Name]
COIN Numbers - [Case] / [SVC Number]
Topic Assessor – [Name]







the installation layout
materials selection details for topsides pipework and
vessels
chemical composition of the fluids to be processed with
identification of aggressive species (CO2, H2S etc)
corrosion risk/threats assessment and corrosion
management scheme
the process technology to be used
a description of the verification scheme
reference to relevant benchmarks (regulations,
standards, guidance etc)
Assessment Criteria / Minimum Information
SC Ref
NAI
8. (c)a description of how the dutyholder has ensured, or will ensure, the suitability of safety and environmentally critical elements
(e) any relevant codes, standards and guidance used in the construction and commissioning
of the installation.
11. A description, with suitable diagrams, of the installation, including a description of—
(a) the main and secondary structure of the installation and its materials;
(b) its plant;
(c) the layout and configuration of its plant;
(d) any connections to any pipeline or other installation; and
(e) any relevant codes, standards and guidance used in the construction and commissioning
of the installation
13. Particulars of the plant and arrangements for –
(c) the containment of hazardous substances
Clarification
SCR2015 Schedule 6 – Particulars to be included in a safety case for a production installation
SCR2015 Regulatory Requirement
Criteria Met / Not Met - Assessment Comments
Does the SC give a clear description of the SEMS
Is there a description of the verification scheme
Does the safety case provide a description of:

the principal features of the design of the installation, the
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Document Title: Materials and Corrosion Assessment Template
Logos: DECC / HSE / OSDR Logos
Case Title - [Safety Case Title]
Duty Holder – [Company Name]
COIN Numbers - [Case] / [SVC Number]
Topic Assessor – [Name]




materials used and the layout
any novel techniques, materials or equipment planned
for use
the materials used for the topsides plant and pipework
corrosion risk/threats assessment and associated
corrosion management scheme
integrity/maintenance management strategy to ensure
compliance with 8 (c) and 13 (c)
Is there sufficient evidence in the safety case that relevant
materials selection standards and guidance have been
employed in the construction and commissioning of the
topsides plant and pipelines
Are descriptions and diagrams provided suitable e.g.
process flow diagrams (with inventories, normal operating
pressures/temperatures, ESDV’s) utility schematics, etc)
Assessment Criteria / Minimum Information
SC Ref
NAI
7. A description of the main requirements in the specification for the design of the installation
and its plant, which must include—
(c) a description of how the owner has ensured, or will ensure, the suitability of the safety
and environmental-critical elements; and
(d) any relevant codes, standards and guidance used in the construction and commissioning
of the installation.
10. A description, with suitable diagrams, of the installation, including a description of—
(a) the main and secondary structure of the installation and its materials;
(b) its plant;
(c) the layout and configuration of its plant
12. Particulars of the plant and arrangements for the control of –
(c)the containment of hazardous substances
Clarification
SCR2015 Schedule 7 – Particulars to be included in a safety case for a non-production installation.
SCR2015 Regulatory Requirement
Criteria Met / Not Met - Assessment Comments
Does the SC give a clear description of the SEMS
Does the SC provide a description of the verification
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Document Title: Materials and Corrosion Assessment Template
Logos: DECC / HSE / OSDR Logos
Case Title - [Safety Case Title]
Duty Holder – [Company Name]
COIN Numbers - [Case] / [SVC Number]
Topic Assessor – [Name]
scheme
Does the SC provide a description of the main
requirements in the specification for the original design of
the installation with reference to standards employed
Does the safety case provide a description of:






the principle features of the design of structure and plant
any novel techniques, materials or equipment planned
for use
the principle systems on the installation
the installation layout
details of corrosion control measures chosen
integrity/maintenance management strategy
Assessment Criteria / Minimum Information
SC Ref
Clarification
20.—(1) The operator of a fixed installation in external waters must ensure that it is not
dismantled unless—
(a) the operator has prepared revisions to the current safety case containing, subject to
paragraph (2), the particulars specified in regulation 16 and Schedule 8
NAI
SCR2015 Schedule 8 – Particulars to be included in a current safety case in respect of the dismantling of a fixed
installation
SCR2015 Regulatory Requirement
Criteria Met / Not Met - Assessment Comments
Are the dismantling start and finish dates given.
Does the SC demonstrate that safe methods of isolating
and containing hydrocarbons during the various state of the
project have been assessed
Does the SC explain the methods by which equipment
remaining in service is identified from redundant plant
Does the SC demonstrate how other safety critical plant
(e.g. utilities) will be protected from damage during the
dismantling phases.
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Document Title: Materials and Corrosion Assessment Template
Logos: DECC / HSE / OSDR Logos
Case Title - [Safety Case Title]
Duty Holder – [Company Name]
COIN Numbers - [Case] / [SVC Number]
Topic Assessor – [Name]
MATERIALS AND CORROSION ENGINEERING REQUIREMENTS – ASSESSMENT SUMMARY
SCR2015 Regulatory Requirement
Clarification
Required
NAI
Required
Conclusion
1. Materials/Corrosion Requirements
a) SCR2015 Regulation 8 – Safety and
environmental management systems (SEMS)
b) SCR2015 Regulation 9 – Establishment of
verification scheme
c) SCR2015 Regulation 15 – Design and relocation
notifications for production installations
d) SCR2015 Regulation 16 – Management and
control of major accident hazards
e) SCR2015 Regulation 17 – Safety Case for
production installation
f) SCR2015 Regulation 18 – Safety Case for nonproduction installation
g) SCR2015 Regulation 19 – Design notification and
safety case for non-production installation to be
converted
h) SCR2015 Regulation 20 – Safety Case for
dismantling fixed installation
i) SCR2015 Schedule 3 – Particulars to be
addressed in a safety and environmental
management system
j) SCR2015 Schedule 4 – Matters to be provided
for in a verification scheme
k) SCR2015 Schedule 5 – Particulars to be included
in a design or relocation notification for a
production installation
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Document Title: Materials and Corrosion Assessment Template
Logos: DECC / HSE / OSDR Logos
Case Title - [Safety Case Title]
Duty Holder – [Company Name]
COIN Numbers - [Case] / [SVC Number]
Topic Assessor – [Name]
l)
SCR2015 Schedule 6 - Particulars to be included
in a safety case for a production installation
m) SCR2015 Schedule 7 – Particulars to be included
in a safety case for a non-production installation
n) SCR2015 Schedule 8 – Particulars to be included
in respect of the dismantling of a fixed
installation
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