I3MS_User_Stories_Incident_Reporting_Review_1.docx

Incident & Investigation Information Management System (I3MS) Modernization Incident Reporting & Review User Stories

Incident Reporting Requirements (External View)

As an authorized user I want to access a secure, user-friendly, web-based application so that I can submit, search for, view, edit, and/or review the information for an incident or oil spill follow-up information report that must be reported to BSEE.

Acceptance Criteria:

· The application will be accessible both as an external/public-facing view, which allows Industry or BSEE acting as an agent of an Operator to submit, update, and view information about an incident or oil spill follow-up information report, and as an internal view, which permits BSEE reviewers to view, review, and accept the information the Lessee or Operator representative submitted, as well as to communicate with and request more information from them. The internal view will also permit BSEE investigators to view and enter additional investigation data for the incident or oil spill follow-up information report.

· Authorized users include Lessee or Operator representatives, who can be personnel of an Oil & Gas energy company or Renewable Energy company, and internal BSEE and BOEM users. Separate security roles/groups with specific entitlements will be needed for multiple Operator user types, multiple BSEE user types, and BOEM user types.

· Each Lessee or Operator representative must be granted entitlements to submit, edit, and/or view incident and oil spill follow-up information reports on behalf of a Lessee, Operator or Operators.

· Note: Lessee or Operator representatives should register and be granted access to our systems (with Administrator or General User roles), consistent with the processes described in the BSEE eWell and TIMS Web Application Manual: https://www.bsee.gov/sites/bsee.gov/files/bsee-policy-manual-section/ocs-operations/ewell-permitting-and-reporting-system-application-manual.pdf.

· Lessee or Operator representatives should only be able to view and access the regions, report types, and companies which they are authorized/entitled/permitted to view.

· Separate security roles/groups with specific entitlements will be needed for multiple BSEE and BOEM user types for each region, report type, incident report review, oil spill follow-up information report review, and investigations.

· BSEE and BOEM users can have access to incident and investigation information for all regions and all report types combined if granted the respective permissions/entitlements.

· Views/dashboards will be customized based on the roles or entitlements assigned.

· Single sign on is requested for internal users.

As a Lessee or Operator representative or Internal User (Agent For) I want to select an Operator which is associated with an incident or oil spill follow-up so that I can report a new incident or oil spill follow-up or view/update an existing report associated with the Operator.

Acceptance Criteria:

· Display the following value list options from which the Lessee or Operator representative or Internal User (Agent For) can select an appropriate Operator.

· For each Operator, display its Company Name and Number as a concatenated value.

· Note: For the Lessee or Operator representative, they can select from an Operator value list option that includes only qualified companies with which they are associated.

· Note: For the Internal User (Agent For), they can choose from an Operator value list option that contains all qualified companies, with an option to also view and select from a value list option of non-qualified companies if needed.

As a Lessee or Operator representative or Internal User (Agent For) I want to create a new incident or oil spill follow-up information report for a specified Operator so that I can report the incident or oil spill follow-up and choose the appropriate report type and region for the report.

Acceptance Criteria:

· Display an option to create a new report.

· Display a value list option from which the Lessee or Operator representative or Internal User (Agent For) can select an appropriate Region, with Alaska, Atlantic, Gulf of Mexico (GOM), and Pacific as values.

· Display a value list option from which the Lessee or Operator representative or Internal User (Agent For) can select an appropriate Report Type, with Oil & Gas Incident Report, Renewable Energy Incident Report, and Oil Spill Follow-up Information Report as values.

· Note: For incident reporting, the Report Types include Oil & Gas Incident Report and Renewable Energy Incident Report. For follow-up reporting, the Report Type includes Oil Spill Follow-up Information Report.

· Note: The appropriate data fields will be displayed for the selected Report Type in the report, e.g., only data fields relevant or related to an oil and gas incident will be shown in an Oil & Gas Incident Report.

· When a new report is created, display its Status as “Draft.” This Status and the associated Status Date and Time and Username (of the user who created the report) will be populated automatically for the report.

· Note: After receiving an immediate report of an incident via telephone or email, an Internal User (Agent For) can create an incident report on behalf of an Operator so the BSEE Reviewer and/or Investigator can enter information in the internal view of the investigation part of the incident report if the Lessee or Operator representative has not yet created the report. In those situations, the system will have an optional function for BSEE to send an email message to inform the Lessee or Operator representative of the created report and for them to complete the remainder of the report. The Internal User (Agent For) would have the option to choose from one or more authorized representatives of the selected Lessee or Operator to receive this notification.

· Note: If an Internal User (Agent For) creates an incident report, the BSEE Reviewer and/or Investigator can complete the investigation part of the incident report even when the incident report is in Draft status. However, the Lessee or Operator representative cannot cancel an incident report that was created by an Internal User (Agent For). Rather than cancel, their only option will be to request a withdrawal.

· Provide an option that saves the report automatically while in Draft status so the Lessee or Operator representative or an Internal User (Agent For) can exit the application and return to complete the report prior to submitting it.

As a Lessee or Operator representative or Internal User (Agent For) I want to find an incident or an oil spill follow-up information report associated with a specified Operator and for which I have authorized access so that I can view, edit, submit, resubmit, and/or request a withdrawal of a report that has not been accepted, or view reports of previously accepted reports.

Acceptance Criteria:

· Display reports which the Lessee or Operator representative or Internal User (Agent For) has permissions or entitlements to view or edit.

· Note: Other authorized representatives of the Operator, with appropriate permissions or entitlements, who did not create the incident or oil spill follow-up information report can view the report and edit it on behalf of the Operator.

· Reports listed should be easily distinguishable among Oil & Gas Incident Reports, Renewable Energy Incident Reports, and Oil Spill Follow-Up Information Reports.

· The Lessee or Operator representative display should only show those report types which they are authorized to view and access.

· By default, for incident reports, display those that need the attention of the Lessee or Operator representative or Internal User (Agent For) first, including ones with the following statuses: Draft, Unsubmitted, Returned, and In Rework.

· By default, for oil spill follow-up information reports, display those in Draft status first.

· Also display the following options from which the Lessee or Operator representative or Internal User (Agent For) can search, filter, and sort incident and oil spill follow-up information reports. Note that the specified meta data fields will be displayed for each appropriate Report Type.

· For an Oil & Gas Incident Report, include Company, Incident Date (MM/DD/YYYY), Incident Time, Surface Area, Surface Block, Surface Lease, District, Region, Facility Type (Platform, Rig, Pipeline, Platform/Rig, Platform/Pipeline), Platform Name, Rig Name, API Number, Incident Type(s), Status, Status Date, and Follow-Up Due Date, and any additional fields provided by the Product Owner and/or SMEs.

· For an Oil Spill Follow-up Information Report, include the same meta data fields used for an Oil & Gas Incident Report.

· For a Renewable Energy Incident Report, include Company (Lessee or Operator), Contractor, Incident Date (MM/DD/YYYY), Incident Time, Surface Area, Surface Block, Surface Lease, Project Name, Region, Facility Type (Facility, Vessel, Cable, Facility/Vessel, Facility/Cable, Vessel/Cable), Facility Name, Vessel Name, Vessel’s IMO/Registration Number, General Activity(ies), Work Process, Incident Area, Incident Type(s), Status, Status Date, and Follow-Up Due Date, and any additional fields provided by the Product Owner and/or SMEs.

· For the Follow-Up Due Date field, it needs to be color-coded based on the length of time since the Incident Date. For example: Black if today’s date is 0-10 days after the Incident Date, Orange if today’s date is 11-15 days after the Incident Date, and Red if today’s date is 15+ days after the Incident Date.

· From the default and/or filtered search results, the Lessee or Operator representative or BSEE Agent can select a report and they will be brought to the respective incident report to view, edit, submit, resubmit, and/or request a withdrawal.

· From this dashboard, the Lessee or Operator representative can also select to view a PDF of the incident report in its current status.

· Note: The content of the data to include in the PDF report will be provided by the Product Owner and/or SMEs.

As a Lessee or Operator representative or Internal User (Agent For) I want to provide information about an initial notification of an incident so that I can report such notification was made to BSEE.

Acceptance Criteria:

· Display options that allow the Lessee or Operator representative or Internal User (Agent For) to enter and edit data for the following fields of an initial notification of an incident.

· Type of Initial Notification as a value list option. Values will be provided by the Product Owner and/or SMEs, such as Phone Call, Email, In-Person Onsite, In-Person Onshore, etc.

· Date of Initial Notification with a calendar and editable in the MM/DD/YYYY format, Time of Initial Notification in the 00:00-23:59 format, Initial Notifier (Operator), Initial Notification Recipient (BSEE), and Initial Notification Remarks.

· Note: If the Type of Initial Notification was I3MS Incident Report, the subsequent fields should be auto populated based on the metadata of the report, but editable by the Lessee or Operator representative or Internal User (Agent For).

As a Lessee or Operator representative or Internal User (Agent For) I want to view header data for my incident or follow-up report so that I can easily reference them as I provide other data for the report.

Acceptance Criteria:

· Note: The displayed header data will depend on the selected Report Type and are not editable.

· If an Oil & Gas Incident Report or an Oil Spill Follow-up Information Report is selected, display the following header data fields: Operator Name/Number, Contractor Name/Number, Region, District, Incident Report Type, Incident ID, Status, Date of Incident, Time of Incident, Surface Area Code, Surface Block Number, Surface Lease Number, Structure Name, and Rig Name.

· Note: District (if available) will be an auto populated field which is based on the Surface Area Code and Surface Block Number that the Lessee or Operator representative or Internal User (Agent For) provided with the initial required incident data.

· If a Renewable Energy Incident Report or an Oil Spill Follow-up Information Report is selected, display the following header data fields: Lessee, Operator Name/Number, Contractor Name/Number, Region, Incident Report Type, Incident ID, Status, Date of Incident, Time of Incident, Surface Area Code, Surface Block Number, Surface Lease Number, Facility Name, and Renewable Project Name.

· Note: If the Lessee or Operator representative or Internal User (Agent For) updates certain data, such as the Date of Incident, Time of Incident, Surface Area Code, and Surface Block Number, then the header data for these respective fields will also be updated automatically.

As an Oil & Gas Operator representative or Internal User (Agent For) I want to input the initial required data for my incident report so that I can provide the necessary data on which other related data elements depend for the incident.

Acceptance Criteria:

· Display input options to allow the Oil & Gas Operator representative to enter the Date of Incident, Time of Incident, Surface Area Code, and Surface Block Number before they can provide any other incident data.

· For the Date of Incident input field, include a calendar and make the field editable. In addition, validate the entered date by making sure it is not a future date and is in the correct format (MM/DD/YYYY).

· If the value in the Date of Incident field is greater than 30 days prior to the current date, the user should be prompted with a message to verify the date is correct.

· For the Time of Incident input field, verify that the entered time is in the correct military format (00:00-23:59). In addition, verify that the entered time is not a future time, i.e., 1 hour ahead of the current, local date and time.

· Display a Local Time Zone field that is auto populated with a default value as the local time zone based on the selected Region. This field is also editable.

· For the Surface Area Code field, display as a value list option from which the Operator representative can select or enter a valid value to narrow the search for a specific value, with the values listed as the two-letter Area Code and in parenthesis the associated Area Name.

· Note: The Surface Area Code list includes only values associated with the selected Region.

· For the Surface Block Number, display as a value list option.

· Note: The Operator representative can select from the list or input a valid value.

· Note: Validate that the entered Surface Block Number is a valid value within the selected Surface Area Code. If not, display an error message to re-enter the correct Surface Block Number.

· Validate that the Surface Area and Surface Block combination is operated by the lessee or operator company.

As a Renewable Energy representative or Internal User (Agent For) I want to input the initial required data for my incident report so that I can provide the necessary data on which other related data elements depend for the incident.

Acceptance Criteria:

· Display input options to allow the Renewable Energy representative to enter the Date of Incident, Time of Incident, Surface Area Code, Surface Block Number, and Renewable Project Name before they can provide any other incident data.

· For the Date of Incident input field, include a calendar and make the field editable. In addition, validate the entered date by making sure it is not a future date and is in the correct format (MM/DD/YYYY).

· If the value in the Date of Incident field is greater than 30 days prior to the current date, the user should be prompted with a message to verify the date is correct.

· For the Time of Incident input field, verify that the entered time is in the correct military format (00:00-23:59). In addition, verify that the entered time is not a future time, i.e., 1 hour ahead of the current, local date and time.

· Display a Local Time Zone field that is auto populated with a default value as the local time zone based on the selected Region. This field is also editable.

· For the Surface Area Code field, display as a value list option from which the Renewable Energy representative can select or enter a valid value to narrow the search for a specific value, with the values listed as the two-letter Area Code and in parenthesis the associated Area Name.

· Note: The Surface Area Code list includes only values associated with the selected Region.

· For the Surface Block Number, display as a value list option.

· Note: The Renewable Energy representative can select from the list or input a valid value.

· Note: Validate that the entered Surface Block Number is a valid value within the selected Surface Area Code. If not, display an error message to re-enter the correct Surface Block Number.

· For Renewable Project Name, display a value list of options based on the Renewable Energy representative’s authorizations.

· Note: The Renewable Energy representative can select from the list or input a valid value.

· Note: Validate that the entered Renewable Project Name is a valid value within the selected Surface Area Code and Surface Block Number. If not, display an error message to re-enter the correct name.

· Note: Validate that the entered Renewable Project Name is associated with the Renewable Energy representative.

As an Oil & Gas Operator representative or Internal User (Agent For) I want to input the Facility data for my incident report so that I can provide the platform, rig, or pipeline information associated with the incident.

Acceptance Criteria:

· Display input options to allow the Oil & Gas Operator representative to enter the Facility information as follows.

· For Platform, display an option to allow the Oil & Gas Operator representative to select a Platform entry. Each Platform option should display the following meta data: Complex ID, Structure Number, Structure Name, Surface Lease Number, and Structure Type Code, which will be populated in the incident report upon selection.

· Include only those values associated with the Company Name/Number, the Surface Area Code, and the Surface Block Number data that the Oil & Gas Operator representative has previously provided.

· Also display the Platform Latitude and Platform Longitude input fields, which will be auto populated based on the associated Complex ID, Structure Number, and Structure Name data. These fields will also be editable.

· Note: The Platform Latitude and Platform Longitude fields should be validated against the Region and the range within that Region for which they have been selected.

· Note: The Surface Lease Number, Water Depth, and Distance from Shore input fields in the General Information portion will be automatically populated based on the selected Complex ID. They will also be editable.

· Note: The Operator representative will also be able to enter a Right of Use and Easement (RUE) or Right of Way (ROW) Number if applicable to the incident. The system will validate that the value in these fields correspond with the appropriate Operator, Surface Area, and Surface Block.

· For Rig, display an option to allow the Oil & Gas Operator representative to select a Rig entry along with the following meta data: Rig Name, Rig ID, Rig Type, and Rig Type Code.

· Also display the Rig Latitude and Rig Longitude input fields which will be auto populated based on associated rig tracking meta data. These fields will also be editable.

· For the Rig Latitude and Rig Longitude input fields, include them in the appropriate Incident table so that the original data selected by the Operator would be saved and not change based on future rig movements.

· Note: The Rig Latitude and Platform Longitude fields should be validated against the Region and the range within that Region for which they have been selected.

· For Pipeline, display an option to allow the Oil & Gas Operator representative to select a Pipeline Segment entry when the incident involves a pipeline, along with the following meta data: Originating Area/Block, Originating Lease, Originating ID Name, Destination Area/Block, Destination Lease, Destination ID Name, and Segment Number.

· Note: The Pipeline Segment Number list option is to be populated based on the Company Name/Number and Region.

· Also display the Pipeline Incident Latitude and Pipeline Incident Longitude input fields.

· Note: The Pipeline Incident Latitude and Platform Incident Longitude fields should be validated against the Region and the range within that Region for which they have been selected.

· Display an Associate Pipeline Repair Plan option that allows the Oil & Gas Operator representative to link a related BSEE’s TIMSWeb Pipeline Repair Plan record (also known as a Pipeline Damage Report record) with the following meta data: Submittal ID, Pipeline Segment Number, Company Name/Number, Submittal Status, and possibly other fields (TBD by Product Owner).

· Note: Display only the Pipeline Repair Plan record(s) associated with the company of the Oil & Gas Operator representative and exclude Pipeline Repair Plan records that are in “Draft” and “Withdrawn” Submittal statuses.

· Provide an option for the Operator representative, BSEE Agent, and/or BSEE Reviewer to view data from the associated Pipeline Repair Plan record, as determined by the product owner and/or SMEs.

· Display an “Attached to Seabed?” option with Yes/No values. This field pertains to Platform and Rig.

· Note: If a platform has been selected, the value for Attached to Seabed should be automatically entered with “Yes” if the Structure Type Code is Fixed, CT, or Cais. The Attached to Seabed field should be empty for all other structures or rigs (Structure Type Codes and Rig Type Codes).

As a Renewable Energy representative or Internal User (Agent For) I want to input the Facility data for my incident report so that I can provide information about the facility, cable, and vessel associated with the incident.

Acceptance Criteria:

· Note: Lessee should be able to add both a facility and a vessel or vessels to the same incident report. Or multiple vessels to the same incident. Examples of when this may be needed would be collision/allision, injury during personnel transfer, emergency response involving multiple vessels providing assistance, etc. SIMOPs during installation ex. Bubble curtain boat and the wind turbine installation boat working together.

· Lessee shall receive a prompt confirming the incident involved multiple vessels or facility and vessels.

· Display options to allow the Renewable Energy representative to enter the Facility information as follows.

· Display a value list option for REN Facility Type with Turbine, Substation, and Other as values.

· If the “Other” value is selected, display an input field below the list to provide details.

· Display a value list option for REN Facility Name.

· Note The Renewable Energy representative can select from the list or input a valid value.

· Display REN Facility ID as an input field.

· Display the following Vessel information.

· Display Vessel Type as a value list with Survey Vessel, Installation Vessel, Crew Transfer Vessel, Offshore Supply Vessel, Cable Lay Vessel, Scour Protection Vessel, Service Operations Vessel, Barge, Diving Support Vessel, and Other as values.

· If the “Other” value is selected, display an input field below the list to provide details.

· Display a value list option for Vessel with each value containing a Vessel Name and its accompanying IMO/Registration Number and Vessel Company. Also display an add Vessel option to allow the Renewable Energy representative to add a new Vessel (including Vessel Name, IMO/Registration Number, Vessel Company) to the list, when needed.

· Note: The Renewable Energy representative selects a Vessel Type involved in the incident and then chooses a Vessel related to the selected Vessel Type. They can provide one or more Vessel Type entries.

· Display a value list option for Cable Type with values Export Cable or Array Cable (maybe even HVAC Export, HVAC Array, HVDC Export, HVDC Array).

· Display Cable Name as an input field.

· Display KP/Segment No. as an input field.

· Display a value list option for State and is associated with the Surface Area Code/Surface Block Number, Facility Name, where the incident occurred.

· Also display the Latitude and Longitude input fields for the respective facility types, which will be auto populated based on the associated facility data, as provided by the Product Owner and/or SMEs. These fields will also be editable.

· Note: The Latitude and Longitude fields should be validated against the Region and the range within that Region for which they have been selected.

· Latitude and longitude will be input fields if the incident involves only vessels, or a cable segment.

As an Oil & Gas Operator representative or Internal User (Agent For) I want to input general information for my incident report so that I can provide such general information as API Number, Surface Lease, and Contractor.

Acceptance Criteria:

· Display a value list option to allow the Oil & Gas Operator representative or Internal User (Agent For) to select an API Number entry. To assist with selecting the API Number, the list should display the associated Surface Lease, Surface Area Code, Surface Block Number, and Well Name for each API Number option. This list will be based on the Surface Area Code, Surface Block Number, and Company Name/Number data that they had previously provided.

· Note: The selected API Number entry will also auto populate the Surface Lease input field only if the Surface Lease input field is empty.

· Display input options for the following fields: Surface Lease, Water Depth, Distance from Shore, and Follow Up Due Date.

· These fields may already be populated based on other entries but will be editable if they need to be changed for this incident report.

· For the Surface Lease, the system validates the Surface Lease, Surface Area Code, and Surface Block Number combination if the Surface Lease, Surface Area Code, and Surface Block Number have been entered.

· The Follow Up Due Date will be auto generated to 15 days after the Date of Incident per a BSEE regulation, by default.

· Note: The Oil & Gas Operator representative or Internal User (Agent For) can request an extension beyond the 15 days to complete the incident report as required by BSEE regulation, 30 CFR 250.190(a). Also, per 30 CFR 254.46, the Oil & Gas Operator representative or Internal User (Agent For) can request a 15-days extension from when the source of the spill is secured to complete an Oil Spill Follow-up Information Report.

· Provide an option to allow the Oil & Gas Operator representative or Internal User (Agent For) to request the extension with the following fields:

· Requested Follow Up Extension Date

· Operator Justification

· Regulation Authority (with values, 30 CFR 250.190(a) and 30 CFR 254.46).

· Provide an email notification to the relevant District office when an extension has been requested.

· Provide an option for the BSEE Reviewer to approve or deny the extension request, with a BSEE Follow Up Extension Decision Remarks field to allow the BSEE Reviewer to enter comments, a BSEE Follow Up Extension Decision Date/Time (auto populated), and the username of the BSEE Reviewer (auto populated).

· Provide an email notification to the Oil & Gas Operator representative or Internal User (Agent For) with the BSEE Reviewer’s decision to approve or deny the request. Content of the email to be provided by the Product Owner and/or SMEs.

· If BSEE approved the extension request, the Follow-Up Due Date will be auto populated with the Requested Follow Up Extension Date.

· Note: The system must log the date/time, user, and remarks for each extension request and decision.

· Display a value list option that allows the Oil & Gas Operator representative or Internal User (Agent For) to select one or more Contractors involved with the incident and display the values as Contractor Company Name and in parenthesis the associated Contractor Company Number.

· Note: A Contractor is a non-qualified company so the list should be populated with only non-qualified companies from an authorized BSEE data source.

· Display a Contractor Not Listed Remark input field so that the Oil & Gas Operator representative or Internal User (Agent For) can provide the requested Contractor information when “0 - Company Not Listed” is selected from the Contractor(s) list.

· Note: Display a note to inform the Oil & Gas Operator representative or Internal User (Agent For) to do the following: “If the relevant Contractor is not listed, please contact BSEE at... to add the Contractor. Please include the Contractor’s legal company name and the company representative’s name and telephone number in the Contractor Not Listed Remark text box until the Contractor is added and their contact(s) can be added in the Contacts tab.”

· Note: After the Contractor has been added to an authorized data source by BSEE, the BSEE Reviewer will inform the Oil & Gas Operator representative or Internal User (Agent For) to add the contact(s) for the Contractor and update the Contractor(s) list with the added Company Name.

· The Oil & Gas Operator representative or Internal User (Agent For) can select multiple contractors.

· Display a Contractor Remarks text field for each Contractor selected.

· Display the BSEE District Name field which will be auto populated based on the given Surface Area Code and Surface Block Number.

· Provide the following validations.

· If the Water Depth and Distance from Shore fields are not empty, validate that the Water Depth and Distance from Shore entries are between 1 and 99999.

· Since Complex ID and API Number will auto populate the Surface Lease input field, validate that if Complex ID and API Number are selected, display a message to ask the Oil & Gas Operator representative or Internal User (Agent For) to confirm the Surface Lease Number entry.

· Validate that if the API Well Number is specified, it matches with the correct surface location.

· Validate that if the API Well Number and Surface Lease are specified, the well must be associated with the surface Lease.

· Validate that if the “0 - Company Not Listed” field is selected, the Contractor Not Listed Remark field cannot be empty.

· Any other needed validations will be provided by the Product Owner, and user-friendly error messages will be provided for the fields that need validation.

As a Renewable Energy representative or Internal User (Agent For) I want to input general information for my incident report so that I can provide such general information as Surface Lease, and Contractor.

Acceptance Criteria:

· Display input options for the following fields: Surface Lease, Water Depth, Distance from Shore, and Follow Up Due Date.

· For the Surface Lease, the system validates the Surface Lease, Surface Area Code, and Surface Block Number combination if the Surface Lease, Surface Area Code, and Surface Block Number have been entered.

· Note: The Renewable Energy representative or Internal User (Agent For) will also be able to enter a Right of Use and Easement (RUE) or Right of Way (ROW) Number if Surface Lease Number is not applicable to the incident. The system will validate that the value in this field corresponds with the appropriate Operator, Surface Area, and Surface Block.

· The Follow Up Due Date will be auto generated to 15 days after the Date of Incident per a BSEE regulation, by default.

· Note: The Renewable Energy representative or Internal User (Agent For) can request an extension beyond the 15 days to complete the incident report as required by BSEE regulation, 30 CFR 250.190(a). Also, per 30 CFR 254.46, the Renewable Energy representative or Internal User (Agent For) can request a 15-days extension from when the source of the spill is secured to complete an Oil Spill Follow-up Information Report.

· Provide an option to allow the Renewable Energy representative or Internal User (Agent For) to request the extension with the following fields:

· Requested Follow Up Extension Date

· Operator Justification

· Regulation Authority (with values, 30 CFR 250.190(a) and 30 CFR 254.46).

· Provide an email notification to the relevant District office when an extension has been requested.

· Provide an option for the BSEE Reviewer to approve or deny the extension request, with a BSEE Follow Up Extension Decision Remarks field to allow the BSEE Reviewer to enter comments, a BSEE Follow Up Extension Decision Date/Time (auto populated), and the username of the BSEE Reviewer (auto populated).

· Provide an email notification to the Renewable Energy representative or Internal User (Agent For) with the BSEE Reviewer’s decision to approve to deny the request. Content of the email to be provided by the Product Owner and/or SMEs.

· If BSEE approved the extension request, the Follow-Up Due Date will be auto populated with the Requested Follow Up Extension Date.

· Note: The system must log the date/time, user, and remarks for each extension request and decision.

· Display a value list option that allows the Renewable Energy representative or Internal User (Agent For) to select one or more Contractors involved with the incident and display the values as Contractor Company Name and in parenthesis the associated Contractor Company Number.

· Note: A Contractor is a non-qualified company so the list should be populated with only non-qualified companies from an authorized BSEE data source.

· Display a Contractor Not Listed Remark input field so that the Renewable Energy representative can provide the requested Contractor information when “0 - Company Not Listed” is selected from the Contractor(s) list.

· Note: Display a note to inform the Renewable Energy representative or Internal User (Agent For) to do the following: “If the relevant Contractor is not listed, please contact BSEE at... to add the Contractor. Please include the Contractor’s legal company name and the company representative’s name and telephone number in the Contractor Not Listed Remark text box until the Contractor is added and their contact(s) can be added in the Contacts tab.”

· Note: After the Contractor has been added to an authorized data source by BSEE, the BSEE Reviewer will inform the Renewable Energy representative or Internal User (Agent For) to add the contact(s) for the Contractor and update the Contractor(s) list with the added Company Name.

· Display a Contractor Remarks text field for each Contractor selected to state the relationship of a contractor (or subcontractor).

· Display the BSEE District Name field which will be auto populated based on the given Surface Area Code and Surface Block Number.

· If no District has been assigned by BSEE, this field will be blank or include a value provided by the Product Owner and/or SMEs.

· Provide the following validations.

· If the Water Depth and Distance from Shore fields are not empty, validate that the Water Depth and Distance from Shore entries are between 1 and 99999.

· Validate that if the “0 - Company Not Listed” field is selected, the Contractor Not Listed Remark field cannot be empty.

· Any other needed validations will be provided by the Product Owner, and user-friendly error messages will be provided for the fields that need validation.

As an Oil & Gas Operator representative or Internal User (Agent For) I want to input the Activity/Operation data for my incident report so that I can provide information about the general activity and operations associated with the incident.

Acceptance Criteria:

· Display a value list option to allow the Oil & Gas Operator representative to select a General Activity entry, with values Exploration and Development/Production. This is a required field.

· Display a value list option to allow the Oil & Gas Operator representative to select one or more O&G Operation entries, with values Production, Drilling, Workover, Helicopter, Completion, Motor Vessel, Decommissioning, Construction, Site Assessment, Installation, Maintenance, Repair, and Other.

· Display the O&G Other Operation Notes input field if “Other” is selected from the O&G Operation list to allow the Oil & Gas Operator representative to provide details.

· Note: Display the O&G Other Operation Notes field only if the “Other” value is selected.

· Display a value list option for O&G Decommissioning if “Decommissioning” is selected from the O&G Operation list, with values Decommissioning – Platform Abandonment or Removal, Decommissioning – Well Abandonment (TA / PA), Decommissioning – Site Clearance, and Decommissioning – Pipeline.

· Note: Display the O&G Decommissioning list only if the “Decommissioning” value is selected.

· Display a value list option to allow the Oil & Gas Operator representative to select a Vessel Type entry, with Survey Vessel, Installation Vessel, Crew Transfer Vessel, Offshore Supply Vessel, Pipelay Vessel, Diving Support Vessel, and Other as values.

· If the “Other” value is selected, display an input field below the list to provide details.

· Display Vessel as a list with each value containing a Vessel Name and its accompanying IMO/Registration Number and Vessel Company. Also display an option to allow the representative to add a new Vessel (including Vessel Name, IMO/Registration Number, Vessel Company) to the list, when needed.

· Note: The Oil & Gas Operator representative selects a Vessel Type involved in the incident, and then choose a Vessel related to the selected Vessel Type. They can provide one or more Vessel Type entries.

· Provide the following validations.

· Validate that if “Other” is selected from the O&G Operation list, then the O&G Other Notes field cannot be empty.

· Any other needed validations will be provided by the Product Owner, and user-friendly error messages will be provided for the fields that need validation.

As a Renewable Energy representative or Internal User (Agent For) I want to input the Activity, Work Process, and Incident Area data for my incident report so that I can provide information about the activity, work process, and incident area associated with the incident.

Acceptance Criteria:

· Display the REN Activity field as a value list option with values: Survey, Construction, Operation, and Decommissioning. This is a required field.

· Display a value list option for the REN Decommissioning field only if “Decommissioning” is selected from the REN Activity value list, with values Decommissioning – Facility Abandonment or Removal, Decommissioning – Site Clearance, and Decommissioning – Cable.

· Display the REN Work Process field as a multi-selectable value list option with values: Access/egress, Anchoring, Cable pull / winching operation, Cable termination / jointing, Catering / cleaning, Certification activities, Chemical and hazardous substances (working with), Civil Works offshore including trenching, Climbing / rope access, Commissioning (hot/cold), Communications, Commuting, Confined Spaces (working in), Davit crane operations, Diving operations, Electrical systems (working with), Facility management (if activities cannot be covered by another category), Flight operations, Grouting, Hand tools/power tools (working with), Hot works, Lifting operations, Manual handling, Maritime operations, Mechanical Systems (working with), O&M building maintenance, Operating plant and machinery, Other energized system, Painting/blasting, Replacing major components, Rigging/slinging/banking, Routine maintenance, Surveys (geophysical, environmental, meterological), Training/drills/team building events, Transfer from/to vessel, Transit by vessel, MEC/UXO works, Vessel mobilization/demobilization, Vessel operation (including jack-ups and barges), Walking from A to b, Working at heights, Working on energized systems (hydraulic), and Other REN Work Process.

· Display the Other REN Work Process Notes input field only if “Other REN Work Process” is selected from the REN Work Process value list to allow the Renewable Energy representative to provide details.

· Display the REN Incident Area field as a multi-selectable value list option with values: Access ladders, Administration, Boat landing (Substation or offshore facility other than turbine), Excavation & civil works, Helicopter hoisting and landing area, Installation vessel – heavy installations (WTG, foundations, offshore substation), Kitchen & canteen, Offshore: Accommodation platform, Offshore: Civils works, Offshore: HV Substation, Offshore: Met mast, Offshore: Substation HV areas, Offshore: substation other, Staircase, Turbine / substation outside (not dedicated work areas), Turbine: Foundation external, Turbine: Hub and blades, Turbine: Nacelle, Turbine: Service lift, Turbine: Tower, Turbine: Transition piece/boat landing, Turbine: Yaw gear space, Vessel – other, Vessel: Accommodation, Vessel: Barge, Vessel: Cables Installations, Vessel: Crew transfer vessel (CTV), Vessel: Diving, Vessel: Fast rescue craft (FRC), Vessel: Guard, Vessel: Offshore Supply Vessel, Vessel: Service Operation Vessel (SOV), Vessel: Scour Protection Vessel, Vessel: Survey, Vessel: Installation Vessel, Vessel: Tug, Welfare and changing facilities, and Other REN Incident Area.

· Display the Other REN Incident Area Notes input field only if “Other REN Incident Area” is selected from the REN Incident Area value list to allow the Renewable Energy representative to provide details.

· Any needed validations will be provided by the Product Owner, and user-friendly error messages will be provided for the fields that need validation.

As an Oil & Gas Operator representative or Internal User (Agent For) I want to input the Additional Incident Types data for my incident report so that I can provide information about other incident types, such as fire, explosion, structural damage, crane, other lifting devices, damaged or disabled safety systems of equipment, property damage, incidents > $25,000 , hydrogen sulfide, required muster, shutdowns from gas release, Loss of Well Control (LWC), collision/allision and other events not listed above, associated with the incident.

Acceptance Criteria:

· Display an option that allows the Operator representative to select one or more of the following Incident Type items.

· Fire

· Explosion

· Pollution

· Structural Damage, and a Structural Damage Notes input field if this incident type is selected

· Crane

· Other Lifting Device as a multi-selectable value list option with values Air Tugger/Air Hoist, Winch, Chain Fall/Chain Hoist/Chain Pull, Come-a-long, Non Pedestal Mounted Crane, Top Drive, Elevator, Personnel Transfer Basket, Swing Rope, Other Personnel Lift Apparatus, Pipe Handling System, a nd Other. Also display the Other Lifting Device Notes input field if the “Other” value is selected from the value list.

· Other list values may be provided by the Product Owner and/or SMEs. Possible additions include Gantry Cranes or Overheard Hoist.

· Personnel Handling? as a value list option with Yes/No values.

· If the “Yes” response is selected, display a value list option with values: Personnel Transfer Basket, Swing Rope, and Other Personnel Lift Apparatus.

· If Other Personnel Lift Apparatus is selected, display a Personnel Handling Notes text field to provide more details.

· Note: Personnel Handling is not an Incident Type and is related to Other Lifting Device.

· Material Handling? as a value list option with Yes/No values.

· If the “Yes” response is selected, display the Material Handling Notes input field to describe the material that was handled.

· Note: Once additional data has been collected about common types of material, there should be an additional field for a value list, as well as an “Other” which can be the Material Handling Notes. This additional field may be helpful to include in the data model.

· Damaged/Disabled Safety Systems or Equipment, and a Damaged/Disabled Safety Systems or Equipment Notes input field if this incident type is selected

· Property or Equipment Damage Amount input field. Include a “$” label before the input field. This is a dollar amount with two decimal places so any commas entered should be removed.

· Incident > $25,000, and an Incident > $25,000 Notes input field if this incident type is selected

· H2S/15 min/20 ppm

· Required Muster

· Shutdown from Gas Release

· Loss of Well Control field as a multi-selectable value list option, with values of Underground, Surface, Diverter, Surface Equipment Failure or Procedures, and Shallow Water Flow.

· Collision/Allision > $25,000

· Collision/Allision <= $25,000

· Other Event Not Listed Above as a multi-selectable value list option, with values Item Lost Overboard, Personnel Overboard, Grating Failure, Loss of Power, Dropped Object, and Other. Also display the Other Event Not Listed Above Notes input field if the “Other” value is selected from the value list.

· Note: For a pandemic event like COVID-19, a tool tip will provide information on how to complete this field.

· Provide the following validations.

· Validate that if the “Other” value is selected from the Other Lifting Device value list then the Other Lifting Device Notes field cannot be empty.

· Validate that when the “Other” value is selected from the Other Event Not Listed Above value list then the Other Event Not Listed Above Notes field cannot be empty.

· Any other needed validations will be provided by the Product Owner, and user-friendly error messages will be provided for the fields that need validation.

As a Renewable Energy representative or Internal User (Agent For) I want to input the Additional Incident Types data for my incident report so that I can provide information about other incident types, such as fire, explosion, structural damage, crane, other lifting devices, damaged or disabled safety systems of equipment, property damage, incidents > $25000, required muster, collision/allision, and involving significant environmental damage or harm, associated with the incident.

Acceptance Criteria:

· Display an option that allows the Renewable Energy representative to select one or more of the following Incident Type items.

· Fire

· Explosion

· Pollution

· Structural Damage, and a Structural Damage Notes input field if this incident type is selected

· Crane

· Other Lifting Device as a multi-selectable value list option with values Air Tugger/Air Hoist, Winch, Chain Fall/Chain Hoist/Chain Pull, Come-a-long, Non Pedestal Mounted Crane, Personnel Transfer Basket, Personnel Elevator, Swing Rope, Other Personnel Lift Apparatus, and Other. Also display the Other Lifting Device Notes input field if the “Other” value is selected from the value list.

· Personnel Handling? as a value list option with Yes/No values.

· If the “Yes” response is selected, display a value list option with values: Personnel Transfer Basket, Swing Rope, and Other Personnel Lift Apparatus.

· If Other Personnel Lift Apparatus is selected, display a Personnel Handling Notes text field to provide more details.

· Note: Personnel Handling is not an Incident Type and is related to Other Lifting Device.

· Material Handling? as a value list option with Yes/No values.

· If the “Yes” response is selected, display the Material Handling Notes input field to describe the material that was handled.

· Note: Once additional data has been collected about common types of material, there should be an additional field for a value list, as well as an “Other” which can be the Material Handling Notes. This additional field may be helpful to include in the data model.

· Damaged/Disabled Safety Systems or Equipment, and a Damaged/Disabled Safety Systems or Equipment Notes input field if this incident type is selected

· Property or Equipment Damage Amount input field. Include a “$” label before the input field. This is a dollar amount with two decimal places so any commas entered should be removed.

· Incident > $25,000, and an Incident > $25,000 Notes input field if this incident type is selected

· Required Muster

· Collision/Allision > $25,000

· Collision/Allision <= $25,000

· Other Incidents Involving Significant Environmental Damage, or Harm

· If this incident type is selected, display a value list option with Yes/No values to indicate if it was Marine Trash and Debris. Also include an Other Incidents Involving Significant Environmental Damage, or Harm Remarks text field.

· REN Other Event Not Listed Above as a multi-selectable value list option, with values Grating Failure, Loss of Power, Dropped Object, Personnel Overboard, and Other. Also display the Other Event Not Listed Above Notes input field if the “Other” value is selected from the value list.

· Note: For a pandemic event like COVID-19, a tool tip will provide information on how to complete this field.

· Provide the following validations.

· Validate that if the “Other” value is selected from the Other Lifting Device value list then the Other Lifting Device Notes field cannot be empty.

· Validate that that if the “Other” value is selected from the REN Other Event Not Listed Above value list then the Other Event Not Listed Above Notes field cannot be empty.

· Any other needed validations will be provided by the Product Owner, and user-friendly error messages will be provided for the fields that need validation.

As an Oil & Gas Operator representative or Internal User (Agent For) I want to input Arctic related data for my incident report so that I can provide information associated with an incident in the Alaska region.

Acceptance Criteria:

· Note: These fields should only be viewable if the incident occurred in the Alaska Region.

· Display a value list option with values Yes and No to indicate whether: "Any sea ice movement or condition that has the potential to affect your operation or trigger ice management activities?"

· Display a value list option with values Yes and No to indicate whether: "Are there start and termination of ice management activities?"

· Display options to input Ice Management Start Date and Ice Management Termination Date, each with a calendar and editable in the format MM/DD/YYYY.

· Display a value list option with values Yes and No to indicate whether: "Any ‘kicks’ or operational issues that are…