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Процессная модель APQC Petroleum Upstream (Добыча нефти)

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Процессная модель APQC Petroleum Upstream

Рисунок 1. Процессы верхнего уровня модели APQC Petroleum Upstream

Перечень процессов модели APQC Petroleum Upstream приведен ниже.

1. Develop Vision and Strategy

    1.1. Define the business concept and long-term vision

      1.1.1. Assess the external environment Analyze and evaluate competition Identify economic trends Identify political and regulatory issues Identify trends in demand for oil and gas in future decades Assess new technology innovations Identify trends in Exploration & Production (E&P) and midstream asset funding Identify trends in joint venture ownership taxation and funding Analyze demographics Identify social and cultural trends Identify ecological concerns

      1.1.2. Survey market and determine customer needs and wants Conduct qualitative/quantitative assessments Assess customer needs

      1.1.3. Perform internal analysis Analyze organizational characteristics Create baselines for current processes Analyze systems and technology Analyze financial position Identify enterprise core competencies Analyze current physical asset base Analyze personnel and their knowledge/skills

      1.1.4. Establish strategic vision and goals Align stakeholders around strategic vision Communicate strategic vision to stakeholders Establish production target for the year

      1.1.5. Conduct organization restructuring opportunities Identify restructuring opportunities Perform due-diligence Analyze deal options

 Evaluate acquisition options

 Evaluate merger options

 Evaluate de-merger options

 Evaluate divesture options

    1.2. Develop business strategy

      1.2.1. Develop overall mission statement Define current business Formulate mission Communicate mission

      1.2.2. Evaluate strategic options to achieve the objectives Define strategic options Assess and analyze impact of each option Develop sustainability strategy Develop global support and shared services strategy Develop lean/continuous improvement strategy

      1.2.3. Develop business strategy Develop long-term (5 to 10 -year) business strategy Develop mid-term (1 to 3-year) business strategy Develop short-term (quarter to 1 year) business strategy Develop commodity price collapse strategy

      1.2.4. Coordinate and align functional and process strategies

      1.2.5. Create organizational design (structure, governance, reporting, etc.) Evaluate breadth and depth of organizational structure Perform job-specific roles mapping and value-add analyses Clarify role activities and assess hand-offs Perform organization redesign workshops Design the relationships between organizational units Develop role and activity analysis for key processes Assess organizational implication of feasible alternatives Migrate to new organization Evaluate effectiveness of organizational change

      1.2.6. Develop and set organizational goals Align business unit goals with company goals

      1.2.7. Formulate business unit strategies Obtain business financing Structure resources to meet goals

    1.3. Manage strategic initiatives

      1.3.1. Develop strategic initiatives

      1.3.2. Evaluate strategic initiatives

      1.3.3. Select strategic initiatives

      1.3.4. Establish high-level measures

2. Acquire, Explore and Appraise Hydrocarbon Assets

    2.1. Acquire asset (access)

      2.1.1. Strategize acquisition Define key value drivers

      2.1.2. Identify opportunities / geological prospects Gather/create opportunities Acquire data on geological prospect Screen and prioritize opportunities Develop key alignment points Engage key decision makers Select opportunities to evaluate

      2.1.3. Evaluate opportunities Form team and dedicate resources Evaluate data on geological prospect Conduct technical analysis Identify and evaluate risks associated with target acquisition and development Identify sources of value and develop business case Determine value and decide whether to pursue

      2.1.4. Pursue opportunities Confirm potential value of target Develop pursuit plan Establish price and negotiation strategy Structure deal, launch offer, close contracts Finalize agreement and prepare for integration

      2.1.5. Handover successful opportunities to exploration, development or production

    2.2. Explore asset

      2.2.1. Develop exploration strategy

      2.2.2. Acquire seismic data

      2.2.3. Process seismic data

      2.2.4. Develop seismic models

      2.2.5. Perform basin analysis

      2.2.6. "Develop geologic model of prospect Build surface geological model Build subsurface and reservoir model Identify missing developmental data Develop data acquisition plan and costs Develop prospect definition Create exploration plan Conduct cultural and onsite hydrogeological, meteorological archeologic and biological analysis Create ready-to-drill inventory Obtain stakeholder input

      2.2.7. Develop prospect drilling portfolio Develop program for data collection from exploratory wells Contract for wells and services Develop schedule and logistics for contracted field services

      2.2.8. Drill exploration wells Log well Acquire/process well log data Plug and abandon well if it does not meet minimum productivity criteria Case well Cement casing to formation Perforate casing and stimulate where necessary Run drill stem test for productivity

      2.2.9. Evaluate exploration wells and delineate geological prospects

      2.2.10. Submit regulatory reports as required

      2.2.11. Handover successful exploration wells for appraisal

    2.3. Appraise asset

      2.3.1. Gather and analyze data from exploration program Organize asset data Acquire/process seismic data R Acquire and analyze geophysical data Acquire and analyze geochemical data Estimate data uncertainty

      2.3.2. Develop asset model Update surface geological model Update seismic model Correlate well data Integrate seismic and well model Update reservoir model Characterize reservoir Estimate hydrocarbon potential

      2.3.3. Build field development scenarios Build sub-surface development scenarios Build facility infrastructure scenarios Build operating scenarios

      2.3.4. Evaluate economic viability Evaluate well costs Evaluate facility, pipeline and other infrastructure costs Perform prospect development economic analysis and alternatives Perform uncertainty analysis

      2.3.5. Propose development plan Develop proposal Compile plan Obtain corporate approval to proceed Submit regulatory reports

      2.3.6. Handover appraisal results to field development team

3. Develop, Produce and Deplete Hydrocarbon Assets

    3.1. Plan for and align supply chain resources

      3.1.1. Develop production and materials strategies Define field production targets Define labor and materials policies Define outsourcing policies Define capital expense policies Define capacities Define production network and supply constraints Define production process Define production workplace layout and infrastructure

      3.1.2. Manage demand for products and services Develop baseline forecasts Collaborate with field operations Develop consensus forecast with field operations Determine ability to deliver as scheduled/required Monitor activity against forecast and revise forecast Evaluate and revise forecasting approach Measure forecast accuracy

    3.2. Procure materials and services

      3.2.1. Develop sourcing strategies Develop procurement plan Clarify purchasing requirements

 Clarify manpower requirements

 Clarify materials/physical equipment requirements Establish qualifications for suppliers and ranking system Develop inventory strategy Match needs to vendors capabilities Analyze organization’s spend profile Seek opportunities to improve efficiency and value Collaborate with suppliers to identify sourcing opportunities Collaborate with suppliers to identify discounts / preferred vendor status

      3.2.2. Specify requirements, delivery criteria, performance level and proposal evaluation criteria Confirm AFE (authorization for expenditure) for specific request Conduct solicitation for goods and services based on field requirements Evaluate proposals from vendors

      3.2.3. Select suppliers and develop/maintain contracts Select suppliers Certify and validate suppliers Negotiate and establish contracts Manage contracts

      3.2.4. Order materials and services Process/Review requisitions Approve requisitions Solicit/Track vendor quotes Create/Distribute purchase orders Expedite orders and satisfy enquiries, goods and service field requests Record receipt of goods and services Research/resolve and document exceptions

      3.2.5. Manage suppliers Monitor/Manage supplier information Prepare/Analyze procurement and vendor performance Support inventory and production processes Monitor quality of product and services delivered

    3.3. Develop asset

      3.3.1. Develop surface facilities Prepare conceptual design

 Consider anticipated hydrocarbon and water production rates

 Consider hydrocarbon composition

 Consider number of wells and the anticipated rate of decline on wells and other pads that may feed the pipeline network Conduct archeological and environmental assessment along route and reroute field collection system as required Prepare front-end engineering design (FEED) and costs Prepare detailed design Negotiate surface right-of-way access with landowners Acquire permits for development from regulatory authorities

 Build field collection and separating facilities, utilities and pipeline to support production

   Install pipe, tankage and facilities between well

   Lease automatic custody transfer units

 Test processing facilities, lines, etc. Construct and precommission Obtain operating permit Commission and prepare handover

      3.3.2. Develop subsurface Develop preliminary well design Develop detailed well design Develop well program Construct well Modify well design based on well performance and cost

      3.3.3. Submit regulatory reports

      3.3.4. Handover to Production

    3.4. Produce asset

      3.4.1. Establish asset depletion strategy Define short-term and long-term "life of field" strategy Define term "operational" plan

      3.4.2. Operate asset Define operation architecture Define production planning Execute production Conduct surveillance Optimize production Perform maintenance Manage activities Evaluate asset

      3.4.3. Measure production of oil, gas and water Establish production data management system and hydrocarbon accounting system Measure production of hydrocarbon and produced water Measure injection of water, gas, steam, CO2, polymer Measure gas used for power production or flared/vented Measure the chemical composition of the hydrocarbons produced

      3.4.4. Submit regulatory reports

      3.4.5. Transfer hydrocarbons produced for sale

    3.5. Manage logistics and warehousing

      3.5.1. Define logistics strategy Translate customer service requirements into logistics requirements Design logistics network Communicate outsourcing needs Develop and maintain delivery service policy Optimize transportation schedules and costs Define records keeping and certifications required Define key performance measures

      3.5.2. Plan and manage inbound material flow Plan and manage inbound permits for materials Plan inbound material receipts Manage inbound material flow Monitor inbound delivery performance Manage flow of returned products

      3.5.3. Operate warehousing Track inventory deployment Receive, inspect and store inbound deliveries Track product availability Pick, pack, and ship product for delivery Track inventory accuracy Track third-party logistics storage and shipping performance

      3.5.4. Operate and optimize outbound transportation Plan and manage outbound permits for materials Check certification to operate of transporters Issue transport contracts Plan, transport, and deliver outbound product Track carrier delivery performance Manage transportation fleet Process and audit carrier invoices and documents Manage materials taken to licensed off-site disposal

      3.5.5. Manage returns; manage reverse logistics Authorize and process returns Perform reverse logistics and forwarding to other next use sites Perform salvage activities Manage and process warranty claims Manage repair/refurbishment and return to field site

      3.5.6. Submit regulatory reports for materials used and logistics

    3.6. Exit opportunity

      3.6.1. Evaluate options for disposal of subsurface and surface assets and / or infrastructure Evaluate options, costs and detailed plans for plug and abandon (P&A) of wells Evaluate options, costs and detailed plans for future monitoring and land disposition

      3.6.2. Develop exit strategy

      3.6.3. Perform sale or trade

      3.6.4. Perform abandonment Submit detailed plans for plug and abandon (P&A) of wells and facilities and remediation of site for regulatory approval Contract for plug and abandon (P&A) of wells and facilities Demolish and secure Restore site Monitor site for duration of time required by regulators Prepare handover to new operator or landowner

      3.6.5. Submit regulatory reports for plug and abandon (P&A) and site remediation for approval and release of bond for the site

4. Develop and Manage Upstream Petroleum-Related Technologies

    4.1. Manage upstream petroleum-related technology portfolio

      4.1.1. Evaluate performance of existing upstream petroleum-related technologies against market opportunities

      4.1.2. Define upstream petroleum-related technology development requirements Assess technology deficiencies by asset class and rank needs Identify potential improvements to existing upstream petroleum-related technologies

      4.1.3. Perform discovery research Identify new upstream petroleum-related technologies Assess feasibility of integrating new leading upstream petroleum-related technologies into upstream petroleum-related technology concepts Develop protocol for and conduct cost-benefit analyses Evaluate investment options based on performance and cost-benefit analysis

      4.1.4. Confirm alignment of upstream petroleum-related technology concepts with business strategy Plan and develop cost, quality and performance targets Prioritize and select new upstream petroleum-related technology concepts Specify development timing targets Plan for upstream petroleum-related technology offering modifications

      4.1.5. Manage upstream petroleum-related technology life cycle Introduce new upstream petroleum-related technologies Retire outdated / inefficient upstream petroleum-related technologies Identify and refine performance indicators

    4.2. Develop new upstream petroleum-related technologies

      4.2.1. Assess, design, build, and evaluate upstream petroleum-related technologies Assign resources to upstream petroleum-related technology project Identify existing solutions to be leveraged Prepare high-level business case and technical assessment Develop asset specific upstream petroleum-related technology design specifications Document design specifications Conduct Front End Design and Engineering FEED Build prototype Evaluate prototype in the field and evaluate feasibility for wider deployment Eliminate quality and reliability problems Identify design/development performance indicators Collaborate on design with suppliers and contract manufacturers to produce product

      4.2.2. Test new or revised upstream petroleum-related technologies Prepare detailed cost-benefit analysis of application in other assets Test application in other assets Finalize product/service characteristics and business cases Finalize technical requirements Identify requirements for changes to manufacturing/delivery processes

      4.2.3. Prepare for production Develop and test prototype production and/or service delivery process Design and obtain necessary materials and equipment Install and validate production process or methodology

5. Develop and Manage Human Capital

    5.1. Develop and manage human resources (HR) planning, policies, and strategies

      5.1.1. Develop human resources strategy Identify strategic HR needs Define HR and business function roles and accountability Determine HR costs Establish HR measures Communicate HR strategies Develop strategy for HR systems/technologies/tools

      5.1.2. Develop workforce strategy and policies Gather skill requirements according to corporate strategy and market environment Plan employee resourcing requirements per unit/organization Develop compensation plan Develop succession plan Develop employee diversity plan Develop other HR programs Develop HR policies Administer HR policies Plan employee benefits Develop workforce strategy models

      5.1.3. Monitor and update strategy, plans and policies Measure realization of objectives Measure contribution to business strategy Communicate plans and provide updates to stakeholders Review and revise HR plans

      5.1.4. Develop competency management models

    5.2. Recruit, source, and select employees

      5.2.1. Manage employee requisitions Align staffing plan to workforce plan and business unit strategies/resource needs Develop and open job requisitions Develop job descriptions Post requisitions Manage internal/external job posting Web sites Modify requisitions Notify hiring manager Manage requisition dates

      5.2.2. Recruit/Source candidates Determine recruitment methods and channels Perform recruiting activities/events Manage recruitment vendors Manage employee referral programs Monitor recruitment channels

      5.2.3. Screen and select candidates Identify and deploy candidate selection tools Interview candidates Test candidates Select and reject candidates Obtain candidate background information

      5.2.4. Manage new hire/re-hire Draw up and make offer Negotiate offer Hire candidate

      5.2.5. Manage applicant information Create applicant record Manage/track applicant data Archive and retain records of non-hires

    5.3. Develop and counsel employees

      5.3.1. Manage employee orientation and deployment Create/maintain employee on-boarding program Evaluate the effectiveness of the employee on-boarding program Execute onboarding program

      5.3.2. Manage employee performance Define performance objectives Review, appraise, and manage employee performance Evaluate and review performance program

      5.3.3. Manage employee development Define employee development guidelines Develop employee career plans Manage employee skills development

      5.3.4. Develop and train employees Align employee and organization development needs Align learning programs with competencies Establish training needs by analysis of required and available skills Develop, conduct, and manage employee and/or management training programs

    5.4. Manage employee relations

      5.4.1. Manage health and safety

      5.4.2. Manage collective bargaining process

      5.4.3. Manage labor management partnerships

      5.4.4. Manage employee grievances

    5.5. Reward and retain employees

      5.5.1. Develop and manage reward, recognition, and motivation programs Develop salary/compensation structure and plan Develop benefits and reward plan Perform competitive analysis of benefit and rewards Identify compensation requirements based on financial, benefits, and HR policies Administer compensation and rewards to employees Reward and motivate employees Deliver programs to support work/life balance for employees

      5.5.2. Manage and administer benefits Deliver employee benefits program Administer benefit enrollment Process claims Perform benefit reconciliation

      5.5.3. Manage employee assistance and retention

      5.5.4. Administer Payroll

    5.6. Re-deploy and retire employees

      5.6.1. Manage promotion and demotion process

      5.6.2. Manage separation

      5.6.3. Manage retirement

      5.6.4. Manage leave of absence

      5.6.5. Develop and implement employee outplacement

      5.6.6. Manage deployment of personnel

      5.6.7. Relocate employees and manage assignments

      5.6.8. Manage expatriates

    5.7. Manage employee information and analytics

      5.7.1. Manage reporting processes

      5.7.2. Manage employee inquiry process

      5.7.3. Manage and maintain employee data

      5.7.4. Manage human resource information systems (HRIS)

      5.7.5. Develop and manage employee metrics

      5.7.6. Develop and manage time and attendance systems

      5.7.7. Review retention and motivation indicators

      5.7.8. Manage/Collect employee suggestions and perform employee research

    5.8. Manage employee communication

      5.8.1. Develop employee communication plan

      5.8.2. Deliver employee communications

6. Manage Information Technology

    6.1. Manage the business of information technology

      6.1.1. Develop the enterprise IT strategy Build strategic intelligence Identify long-term IT needs of the enterprise in collaboration with stakeholders Define strategic standards, guidelines, and principles Define and establish IT architecture and development standards Define strategic vendors for IT components Establish IT governance organization and processes Build strategic plan to support business objectives Define functions that will operate globally vs nationally

      6.1.2. Define the enterprise architecture Establish the enterprise architecture definition Confirm enterprise architecture maintenance approach Maintain the relevance of the enterprise architecture Act as clearinghouse for IT research and innovation Govern the enterprise architecture

      6.1.3. Manage the IT portfolio Establish the IT portfolio Analyze and evaluate the value of the IT portfolio for the enterprise Provision resources in accordance with strategic priorities

      6.1.4. Perform IT research and innovation Research technologies to innovate IT services and solutions Transition viable technologies for IT services and solutions development

      6.1.5. Evaluate and communicate IT business value and performance Establish and monitor key performance indicators Evaluate IT plan performance Communicate IT value

    6.2. Develop and manage IT customer relationships

      6.2.1. Develop IT services and solutions strategy Research IT services and solutions to address business, governmental and user requirements Translate business, governmental and user requirements into IT services and solutions requirements Formulate IT services and solutions strategic initiatives Coordinate strategies with internal stakeholders to ensure alignment Evaluate and select IT services and solutions strategic initiatives

      6.2.2. Develop and manage IT service levels Create and maintain the IT services and solutions catalog Establish and maintain business and IT service level agreements Evaluate and report service level attainment results Communicate business and IT service level improvement opportunities

      6.2.3. Perform demand-side management (DSM) for IT services Analyze IT services and solutions consumption and usage Develop and implement incentive programs that improve consumption efficiency Develop volume/unit forecast for IT services and solutions

      6.2.4. Manage IT customer satisfaction Capture and analyze customer satisfaction Assess and communicate customer satisfaction patterns Initiate improvements based on customer satisfaction patterns

      6.2.5. Market IT services and solutions Develop IT services and solutions marketing strategy Develop and manage IT customer strategy Manage IT services and solutions advertising and promotional campaigns Process and track IT services and solutions orders

    6.3. Develop and implement security, privacy, and data protection controls

      6.3.1. Establish information security, privacy, and data protection strategies and levels

      6.3.2. Test, evaluate, and implement information security and privacy and data protection controls

    6.4. Manage enterprise information

      6.4.1. Develop information and content management strategies Understand information and content management needs and IT service's role in executing the business strategy Assess the information and content management implications of new technologies Identify and prioritize information and content management actions

      6.4.2. Define the enterprise information architecture Define information elements, composite structure, logical relationships and constraints, taxonomy, and derivation rules Define information access requirements Establish data custodianship Manage changes to content data architecture requirements

      6.4.3. Manage information resources Define the enterprise information/data policies and standards Develop and implement data and content administration

      6.4.4. Perform enterprise data and content management Define sources and destinations of content data Manage technical interfaces to users of content Manage retention, revision, and retirement of enterprise information

    6.5. Develop and maintain information technology solutions

      6.5.1. Develop the IT development strategy Establish sourcing strategy for IT development Define development processes, methodologies, and tools standards Select development methodologies and tools

      6.5.2. Perform IT services and solutions life cycle planning Plan development of new requirements Plan development of feature and functionality enhancement Develop life cycle plan for IT services and solutions

      6.5.3. Develop and maintain IT services and solutions architecture Create IT services and solutions architecture Revise IT services and solutions architecture Retire IT services and solutions architecture

      6.5.4. Create IT services and solutions Understand confirmed requirements Design IT services and solutions Acquire/develop IT service/solution components Train services and solutions resources Test IT services/solutions Confirm customer acceptance

      6.5.5. Maintain IT services and solutions Understand upkeep/enhance requirements and defect analysis Design change to existing IT service/solution Acquire/develop changed IT service/solution component Test IT service/solution change Retire solutions and services

    6.6. Deploy information technology solutions

      6.6.1. Develop the IT deployment strategy Establish IT services and solutions change policies Define deployment process, procedures, and tools standards Select deployment methodologies and tools

      6.6.2. Plan and implement changes Plan change deployment Communicate changes to stakeholders Administer change schedule Train impacted users Distribute and install change Verify change

      6.6.3. Plan and manage releases Understand and coordinate release design and acceptance Plan release rollout Distribute and install release Verify release

    6.7. Deliver and support information technology services

      6.7.1. Develop IT services and solution delivery strategy Establish sourcing strategy for IT delivery Define delivery processes, procedures, and tools standards Select delivery methodologies and tools

      6.7.2. Develop IT support strategy Establish sourcing strategy for IT support Define IT support services

      6.7.3. Manage IT infrastructure resources Manage IT inventory and assets Manage IT resource capacity

      6.7.4. Manage IT infrastructure operations Deliver IT services and solutions Perform IT operations support services

      6.7.5. Support IT services and solutions Manage availability Manage facilities Manage backup/recovery Manage performance and capacity Manage incidents Manage problems Manage inquiries

7. Manage Financial Resources

    7.1. Perform planning and management accounting

      7.1.1. Perform planning/budgeting/forecasting Develop and maintain budget policies and procedures Prepare periodic budgets and plans Prepare periodic financial forecasts

      7.1.2. Perform cost accounting and control Perform inventory accounting Perform cost of sales analysis Perform product costing Perform variance analysis Report on profitability

      7.1.3. Perform cost management Determine key cost drivers Measure cost drivers Determine critical activities Manage asset resource deployment and utilization

      7.1.4. Evaluate and manage financial performance Assess customer and product profitability Evaluate new products Perform life cycle costing Optimize customer and product mix Track performance of new-customer and new-product strategies Prepare activity-based performance measures Manage continuous cost improvement

    7.2. Perform revenue accounting

      7.2.1. Perform hydrocarbon accounting Record daily field production Determine contract quantities of hydrocarbons sold Value quantities sold Calculate working owner and royalty owner interest Distribute payments

      7.2.2. Process customer credit Establish credit policies Analyze/approve new account applications Review existing accounts Produce credit/collection reports Reinstate or suspend accounts based on credit policies

      7.2.3. Invoice customer Maintain customer/product master files Generate customer billing data Transmit billing data to customers Post receivable entries Resolve customer billing inquiries

      7.2.4. Process accounts receivable (AR) Establish AR policies Receive/deposit customer payments Apply cash remittances Prepare AR reports Post AR activity to the general ledger

      7.2.5. Manage and process collections Establish policies for delinquent accounts Analyze delinquent account balances Correspond/negotiate with delinquent accounts Discuss account resolution with internal parties Process adjustments/write-off balances

      7.2.6. Manage and process adjustments/deductions Establish policies/procedures for adjustments Analyze adjustments Correspond/negotiate with customer Discuss resolution with internal parties Prepare chargeback invoices Process related entries

    7.3. Perform general accounting and reporting

      7.3.1. Manage policies and procedures Negotiate service level agreements Establish accounting policies Set and enforce approval limits Establish common financial systems

      7.3.2. Perform general accounting Maintain chart of accounts Process journal entries Process allocations Process period-end adjustments (e.g., accruals, currency conversions) Post and reconcile intercompany transactions Reconcile general ledger accounts Perform consolidations and process eliminations Prepare trial balance Prepare and post management adjustments

      7.3.3. Perform joint venture accounting Record jointly controlled assets Record venturer's share of expenses and income Perform joint interest billing

      7.3.4. Perform fixed-asset accounting Establish fixed-asset policies and procedures Maintain fixed-asset master data files Process and record fixed-asset additions and retires Process and record fixed-asset adjustments, enhancements, revaluations, and transfers Process and record fixed-asset maintenance and repair expenses Calculate and record depreciation expense Reconcile fixed-asset ledger Track fixed-assets including physical inventory Provide fixed-asset data to support tax, statutory, and regulatory reporting

      7.3.5. Perform financial reporting Prepare business unit financial statements Prepare consolidated financial statements Perform business unit reporting/review management reports Perform consolidated reporting/review of cost management reports Prepare statements for board review Produce quarterly/annual filings and shareholder reports Produce regulatory reports

    7.4. Manage fixed-asset project accounting

      7.4.1. Perform capital planning and project approval Develop capital investment policies and procedures Develop and approve capital expenditure plans and budgets Review and approve capital projects and fixed-asset acquisitions Conduct financial justification for project approval

      7.4.2. Account for land and lease assets Record and track contract information Analyze obligations to meet drilling schedules Create and maintain divisions of interest for ownership

      7.4.3. Perform capital project accounting Create project account codes Record project-related transactions Monitor and track capital projects and budget spending Close/capitalize projects Measure financial returns on completed capital projects

    7.5. Process payroll

      7.5.1. Report time Establish policies and procedures Collect and record employee time worked Analyze and report paid and unpaid leave Monitor regular, overtime, and other hours Analyze and report employee utilization

      7.5.2. Manage pay Enter employee time worked into payroll system Maintain and administer employee earnings information Maintain and administer applicable deductions Monitor changes in tax status of employees Process and distribute payments Process and distribute manual checks Process period end adjustments Respond to employee payroll inquiries

      7.5.3. Process payroll taxes Calculate and pay applicable payroll taxes Produce and distribute employee annual tax statements File regulatory payroll tax forms

    7.6. Process accounts payable and expense reimbursements

      7.6.1. Process accounts payable Verify AP pay file with purchase order vendor master file Maintain/manage electronic commerce Audit invoices and key data in AP system Approve payments Process financial accruals and reversals Process taxes Research/resolve exceptions Process payments Respond to AP inquiries Retain records Adjust accounting records

      7.6.2. Process expense reimbursements Establish and communicate expense reimbursement policies and approval limits Capture and report relevant tax data Approve reimbursements and advances Process reimbursements and advances Manage personal accounts

    7.7. Manage treasury operations

      7.7.1. Manage treasury policies and procedures Establish scope and governance of treasury operations Establish and publish treasury policies Develop treasury procedures Monitor treasury procedures Audit treasury procedures Revise treasury procedures Develop and confirm internal controls for treasury Define system security requirements

      7.7.2. Manage cash Manage and reconcile cash positions Manage cash equivalents Process and oversee electronic fund transfers (EFTs) Develop cash-flow forecasts Manage cash flows Produce cash management accounting transactions and reports Manage and oversee banking relationships Analyze, negotiate, resolve, and confirm bank fees

      7.7.3. Manage in-house bank accounts Manage in-house bank accounts for subsidiaries Manage and facilitate inter-company borrowing transactions Manage centralized outgoing payments on behalf of subsidiaries Manage central incoming payments on behalf of subsidiaries Manage internal payments and netting transactions Calculate interest and fees for in-house bank accounts Provide account statements for in-house bank accounts

      7.7.4. Manage debt and investment Manage financial intermediary relationships Manage liquidity Manage issuer exposure Process and oversee debt and investment transactions Process and oversee foreign currency transactions Produce debt and investment accounting transaction reports Process and oversee interest rate transactions

      7.7.5. Monitor and execute risk and hedging transactions Manage interest-rate risk Manage foreign-exchange risk Manage exposure risk Develop and execute hedging transactions Evaluate and refine hedging positions Produce hedge accounting transactions and reports Monitor credit

    7.8. Manage internal controls

      7.8.1. Establish internal controls, policies and procedures Establish board of directors and audit committee Define and communicate code of ethics Assign roles and responsibility for internal controls Define business process objectives and risks Define entity/unit risk tolerances

      7.8.2. Operate controls and monitor compliance with internal controls policies and procedures Design and implement control activities Monitor control effectiveness Remediate control deficiencies Create compliance function Operate compliance function Implement and maintain controls-related enabling technologies and tools Comply with country-specific financial accounting and regulatory reporting requirements

      7.8.3. Report on internal controls compliance Report to external auditors Report to regulators, share-/debt-holders, securities exchanges, etc. Report to third parties (e.g., business partners) Report to internal management

    7.9. Manage taxes

      7.9.1. Develop tax strategy and plan Develop foreign, national, state, and local tax strategy Consolidate and optimize total tax plan Maintain tax master data

      7.9.2. Process taxes Perform tax planning/strategy Prepare returns Prepare foreign taxes Calculate deferred taxes Account for taxes Monitor tax compliance Address tax inquiries

    7.10. Manage international funds/consolidation

      7.10.1. Monitor international rates

      7.10.2. Manage transactions

      7.10.3. Monitor currency exposure/hedge currency

      7.10.4. Report results

    7.11. Perform global trade services

      7.11.1. Screen sanctioned party list

      7.11.2. Control exports and imports

      7.11.3. Classify products

      7.11.4. Calculate duty

      7.11.5. Communicate with customs

      7.11.6. Document trade

      7.11.7. Process trade preferences

      7.11.8. Handle restitution

      7.11.9. Prepare letter of credit

8. Acquire, Construct and Manage Property Assets

    8.1. Design and construct/acquire support facilities

      8.1.1. Develop property strategy and short-term to long-term vision Confirm alignment of property requirements with business strategy Assess the external environment Make build or buy decision

      8.1.2. Develop, construct, and modify sites

      8.1.3. Plan facility Design facility Analyze budget Select property Negotiate terms for facility Manage construction or modification to building

      8.1.4. Provide workspace and assets Acquire workspace and assets Change fit/form/function of workspace and assets

    8.2. Manage maintenance of assets

      8.2.1. Perform routine maintenance

      8.2.2. Perform corrective maintenance

      8.2.3. Overhaul equipment

      8.2.4. Manage facilities operations Relocate people Relocate material and tools

      8.2.5. Manage compliance with operating standards and regulations

      8.2.6. Develop KPIs for equipment and overall maintenance process

    8.3. Obtain and install assets, equipment, and tools

      8.3.1. Develop ongoing maintenance policies for productive assets Analyze assets and predict maintenance requirements Develop approach to integrate preventive maintenance into production schedule

      8.3.2. Obtain and install equipment Design engineering solution for the manufacturing process Install and commission equipment

    8.4. Dispose of non-productive / underperforming assets

      8.4.1. Develop exit strategy

      8.4.2. Perform sale or trade

      8.4.3. Perform exit / abandonment activities

9. Manage Enterprise Risk, Compliance, Remediation and Resiliency

    9.1. Manage enterprise risk

      9.1.1. Establish the enterprise risk framework and policies Determine risk tolerance for organization Develop and maintain enterprise risk policies and procedures Identify and implement enterprise risk management tools Coordinate the sharing of risk knowledge across the organization Prepare and report enterprise risk to executive management and board

      9.1.2. Oversee and coordinate enterprise risk management activities Identify enterprise level risks Assess risks to determine which to mitigate Develop risk mitigation and management strategy, and integrate with existing performance management processes Verify business unit and functional risk mitigation plans are implemented Ensure risks and risk mitigation actions are monitored Report on risk activities

      9.1.3. Coordinate business unit and functional risk management activities Ensure that each business unit / function follows the enterprise risk management process Ensure that each business unit/function follows the enterprise risk reporting process

      9.1.4. Manage business unit and function risk Identify risks Assess risks using enterprise risk framework policies and procedures Develop mitigation plans for risks Implement mitigation plans for risks Monitor risks Analyze risk activities and update plans Report on risk activities

    9.2. Manage compliance

      9.2.1. Establish compliance framework and policies Develop enterprise compliance policies and procedures Implement enterprise compliance activities Manage internal audits Maintain controls-related technologies and tools

      9.2.2. Manage regulatory compliance Develop regulatory compliance procedures Identify applicable regulatory requirements Monitor the regulatory environment for changing or emerging regulations Assess current compliance position, and identify weaknesses or shortfalls therein Implement missing or stronger regulatory compliance controls and policies Monitor and test, on an ongoing and scheduled basis, regulatory compliance position and existing controls, defining controls that should be added, removed, or modified as required Maintain relationships with regulators as appropriate

    9.3. Manage remediation efforts

      9.3.1. Create remediation plans

      9.3.2. Contact and confer with experts

      9.3.3. Identify/dedicate resources

      9.3.4. Investigate legal aspects

      9.3.5. Investigate damage cause

      9.3.6. Amend or create policy

    9.4. Manage business resiliency

      9.4.1. Develop the business resilience strategy

      9.4.2. Perform continuous business operations planning

      9.4.3. Test continuous business operations

      9.4.4. Maintain continuous business operations

      9.4.5. Share knowledge of specific risks across other parts of the organization

10. Manage External Relationships

    10.1. Build investor relationships

      10.1.1. Plan, build, and manage lender relations

      10.1.2. Plan, build, and manage analyst relations

      10.1.3. Communicate with shareholders

    10.2. Manage government and industry relationships

      10.2.1. Manage government relations

      10.2.2. Manage relations with quasi-government bodies

      10.2.3. Manage relations with trade or industry groups

      10.2.4. Manage lobby activities

    10.3. Manage relations with board of directors

      10.3.1. Report results

      10.3.2. Report audit findings

    10.4. Manage legal and ethical issues

      10.4.1. Create ethics policies

      10.4.2. Manage corporate governance policies

      10.4.3. Develop and perform preventive law programs

      10.4.4. Ensure compliance Plan and initiate compliance program Execute compliance program

      10.4.5. Manage outside counsel Assess problem and determine work requirements Engage/retain outside counsel if necessary Receive strategy/budget Receive work product and manage/ monitor case and work performed Process payment for legal services Track legal activity/performance

      10.4.6. Protect intellectual property Manage copyrights and patents Maintain intellectual property rights and restrictions Administer licensing terms Administer options

      10.4.7. Resolve disputes and litigations

      10.4.8. Provide legal advice/counseling

      10.4.9. Negotiate and document agreements/contracts

    10.5. Manage public relations program

      10.5.1. Manage community relations Facilitate public information and education

      10.5.2. Manage media relations

      10.5.3. Promote political stability

      10.5.4. Create press releases

      10.5.5. Issue press releases

11. Develop and Manage Business Capabilities

    11.1. Create and manage organizational performance strategy Manage business processes

      11.1.1. Establish and maintain process management governance Define and manage governance approach Establish and maintain process tools and templates Assign and support process ownership Perform process governance activities

      11.1.2. Define and manage process frameworks Establish and maintain process framework Identify cross-functional processes

      11.1.3. Define processes Scope processes Analyze processes Map processes Publish processes

      11.1.4. Manage process performance Provide process training Support process execution Measure and report process performance

      11.1.5. Improve processes Identify and select improvement opportunities Manage improvement projects Perform continuous improvement activities

    11.2. Manage portfolio, program, and project

      11.2.1. Manage portfolio Establish portfolio strategy Define portfolio governance Monitor and control portfolio

      11.2.2. Manage programs Establish program structure and approach Manage program stakeholders and partners Manage program execution Review and report program performance

      11.2.3. Manage projects Establish project scope

 Identify project requirements and objectives

 Identify project resource requirements

 Assess culture and readiness for project management approach

 Identify appropriate project management methodologies

 Create business case and obtain funding

 Develop project measures and indicators Develop project plans

 Define roles and resources

 Identify specific IT requirements

 Create training and communication plans

 Design recognition and reward approaches

 Design and plan launch of project

 Deploy the project Execute projects

 Evaluate impact of project management (strategy and projects) on measures and outcomes

 Report the status of project

 Manage project scope

 Promote and sustain activity and involvement

 Realign and refresh project management strategy and approaches Review and report project performance Close projects

    11.3. Manage enterprise quality

      11.3.1. Establish quality requirements Define critical-to-quality characteristics Define preventive quality activities Develop quality controls

 Define process steps for controls (or integration points)

 Define sampling plan

 Identify measurement methods

 Define required competencies Prove capability to assess compliance with requirements Finalize quality plan

      11.3.2. Evaluate performance to requirements Test against quality plan

 Conduct test and collect data

 Record result(s)

 Determine disposition of result(s) Assess results of tests

 Assess sample significance

 Summarize result(s)

 Recommend actions

 Decide next steps

      11.3.3. Manage non-conformance Assess potential impact Determine immediate action(s) Identify root cause(s) Take corrective or preventative action Close non-conformance

      11.3.4. Implement and maintain the enterprise quality management system (EQMS) Develop regulatory compliance procedures Plan and deploy the EQMS scope, targets, and goals Identify core EQMS processes, controls, and metrics Develop and document EQMS policies, procedures, standards, and measures Assess the EQMS performance Create environment and capability for EQMS improvement(s)

 Reward quality excellence

 Create and maintain quality partnerships

 Maintain talent capabilities and competencies

 Incorporate EQMS messaging into communication channels

 Assure independent EQMS management access to appropriate authority in the organization

 Transfer proven EQMS methods

    11.4. Manage change

      11.4.1. Plan for change Select process improvement methodology Assess readiness for change Determine stakeholders Engage/Identify champion Form design team Define scope Understand current state Define future state Conduct organizational risk analysis Assess cultural issues Establish accountability for change management Identify barriers to change Determine change enablers Identify resources and develop measures

      11.4.2. Design the change Assess connection to other initiatives Develop change management plans Develop training plan Develop communication plan Develop rewards/incentives plan Establish change adoption metrics Establish/Clarify new roles Identify budget/roles

      11.4.3. Implement change Create commitment for improvement/change Re-engineer business processes and systems Support transition to new roles or exit strategies for incumbents Monitor change

      11.4.4. Sustain improvement Monitor improved process performance Capture and reuse lessons learned from change process Take corrective action as necessary

    11.5. Develop and manage enterprise-wide knowledge management (KM) capability

      11.5.1. Develop KM strategy Develop governance model Establish central KM core group Define roles and accountability of core group versus operating units Develop funding models Identify links to key initiatives Develop core KM methodologies Assess IT needs and engage IT function Develop training and communication plans Develop change management approaches Develop strategic measures and indicators

      11.5.2. Assess KM capabilities Assess maturity of existing KM initiatives Evaluate existing KM approaches Identify gaps and needs Enhance/Modify existing KM approaches Develop new KM approaches Implement new KM approaches

    11.6. Measure and benchmark

      11.6.1. Create and manage organizational performance strategy Create enterprise measurement systems model

 Establish performance measures

 Establish performance monitoring frequency

 Set performance targets Measure process productivity Measure cost effectiveness Measure staff efficiency Measure cycle time

      11.6.2. Benchmark performance Conduct performance assessments Develop benchmarking capabilities Conduct internal process and external competitive benchmarking

 Maintain list of processes and organizations to benchmark

 Establish benchmarks

 Measure performance against benchmarks Conduct gap analysis to understand need for change and degree needed Establish need for change

    11.7. Develop and manage health, safety, security and environment (HSSE)

      11.7.1. Determine health, safety and security and environmental impacts Evaluate environmental impact of products, services, and operations Conduct health and safety and environmental audits

      11.7.2. Establish HSSE organizational structure and resources Establish supporting agreements with local, regional and specialized for HSSE support

      11.7.3. Develop and execute functional HSSE program Identify regulatory and stakeholder requirements Assess future risks and opportunities Create HSSE policy, practices and procedures Record and manage HSSE events Manage HSSE documents and records Develop and manage HSSE communications Establish and manage the management of change (MoC) process for HSSE

      11.7.4. Train and educate functional employees and responders Communicate HSSE issues to stakeholders and provide support Manage site specific and general training Manage certification process

      11.7.5. Monitor and manage functional HSSE management program Manage HSSE costs and benefits Measure and report HSSE performance Implement emergency response program Implement pollution prevention program

 Monitor emissions Implement Permit to Work (PtW) system Implement HSSE contractor and visitor access system Provide employees /families with HSSE support


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