Global Marketing Managing Safe Work Practices Process Assessing Hazards and Managing High- Risk Work Procedure Awareness Plus Global Marketing Managing Safe Work Practices Process Notes go here.

Training Objectives To explain how the Assessing Hazards and Managing High-Risk Work Procedure is used to control hazards and manage potential risks in work, so that the work can be executed safely To describe the minimum requirements for Identifying potential hazards, Selecting control measures, Communicating information to affected personnel, and Confirming that work in progress is being executed safely.

Scope of Procedure The Assessing Hazards and Managing High-Risk Work Procedure includes minimum requirements for managing job tasks involving the following high risk safe work practices: Confined Space Entry Electrical Work Excludes electrical work <50 volts having low capacity Hot Work Isolation of Hazardous Energy Work at Height Excavation

Assessing Hazards and Managing High-Risk Work Process Flow Diagram 1.0: Identify Work In Scope 2.0: Conduct Hazard Assessment & Control Risks 3.0: Perform Work Safely 4.0: Assess Performance Determine if high-risk work applies If yes, act accordingly Conduct hazard assessment Develop JLA controls or use approved written procedure Update written work plan Complete the permit Implement control measures Conduct pre-job briefing Conduct LPSA Review and sign permit Start and monitor work Determine if work can progress or needs to be stopped Conduct post-job debrief Update, if required, any documentation Purpose here is to review – at a high level - the “Assessing Hazards and Managing High-Risk Work Process.” Action: Suggest handing out the process flow diagram and walking through the key stages for each of the four sections. Would be helpful to print a copy or project the process flow and go through each stage individually. This is to be discussed at a high level. Section 1: Determine if SWPs apply to given work Section 2: Requires competent persons to conduct the hazard ID. If at any time there’s doubt, ask others to review the assessment. Even ‘routine’ work has unique hazards including weather, other work occurring in the area, turnovers, etc. Then, identify JLA controls, update a written work plan (the level of detail will be determined by the business, complete the permit, then implement control measures. Section 3: Start by conducting a pre-job briefings, conducting LPSAs (or similar), all must review the sign the permit, start and monitor work (monitoring work in progress is critical to success) and then determine if work can continue or if changes are required. Section 4: Allows for all to be involved in a post-job debrief, and if required any documentation changes should be planned and completed prior to any similar job/task occurring.

Assessing and Managing Hazards Step 1: Identify and Classify Work The first step of this procedure occurs during the job planning phase. The employee requesting that work be completed will need to adequately describe the work and clearly define the following: Location Equipment Time frame Activity Limitations The employee requesting the work will next obtain or create an initial work plan. The initial work plan should include an outline of work steps in enough detail to determine if any of the SWP apply

Step 2: Conduct Written Hazard Assessment and Manage Risks The purpose of this step is to identify and to assess potential hazards that may arise when conducting work and to then implement the controls needed to manage risks. The hazard assessment must be documented in the form of a written Job Loss Analysis (JLA) for high-risk work.

Conduct Hazard Assessment and Evaluation The following personnel may participate on the JLA/JSA Development team: Manager/Supervisor Maintenance worker or contract supervisor Operations representative of affected facility Competent person or subject matter expert (SME) OE/HES personnel

Conduct Hazard Assessment and Evaluation The team will inspect the job site and take note of any hazards that may impact the performance of safe work. An existing JLA/JSA may be used; however, it must be thoroughly reviewed by the team to ensure it is still relevant and accurate. The JLA/JSA must be modified as needed to reflect any changes in materials, equipment, or procedures.

Identify Control Measures One or more control measures, listed in order of preference below, should be used to eliminate or control the hazards. Elimination of the hazards is the most desirable method of hazard control. If elimination can not be achieved, then passive controls are preferred over active controls. Hazard Passive controls – Are control methods that do not rely on the worker to undertake some action to be effective, e.g. safety cages and railings Active controls – Are control methods that rely on the worker to undertake (or not undertake) some action to be effective (e.g. properly using a fall arrest harness)

Assessing and Managing Hazards Hazard Control PASSIVE ACTIVE * PPE should only be used as a last resort when all other control measures have failed to control the risk adequately or in an emergency response.

Fill Out Permit Document the permit requirements with information from the work plan. This step does not authorize the work to start; it describes the requirements for the work to occur. Section A – Describes the work Section B – Identifies the controls and requirements for the permitted work

Fill Out Permit – Section A Section A is to be completed the Permit Requester and verified by the Permit Issuer. The information for Section A can generally be ascertained from the Work Plan. Section A includes room for: Initial date and time for the work permit Permit Requester’s name Permit Requester’s Company Facility name Description of the work to be done with job limitations noted Location of the job site or area What the equipment last contained Cross-reference to other permit forms and applicable documentation that is needed Number of workers at job site (to include the Permit Requester) Identification of special tools/equipment required to do the work safely

Fill Out Permit – Section B Section B is to be completed the Permit Issuer and acknowledged by the Permit Issuer. The information for Section B should be determined from the Work Plan and the JLA/JSA. Gas Testing requirements and results: Check box if requirement is applicable Include additional controls and hazards identified in JLA/JSA X Section B includes room for: Hazardous energy isolation requirements Specific hazards identified in the pre-job risk assessment The precautions and restrictions (control measures) required to eliminate or mitigate identified or anticipated hazards

Implement Permit Conditions Implement the controls listed on the permit and the JLA/JSA, including actions such as performing required gas testing, covering drains, washing down areas, removing combustible materials, positioning fire extinguishers, installing blinds, implementing positive isolation, and providing personal protective equipment, etc.

Implement Permit Conditions Implementation of the controls listed on the permit and the JLA/JSA may require an initial General Work Permit to prepare the equipment and, or the worksite.

Verify Permit Requirements and Conditions Verify that all site conditions and control measures have been effectively implemented The Permit Issuer or their designated responsible person initials the General Work Permit in section B indicating verification that each condition or requirement has been met or completed. Finalization and Issue of Confined Space Entry Form Permit Issuer will complete the Confined Space Entry Form The Permit Issuer will verify the following before signing and issuing the Confined Space Entry Form: • A valid General Work Permit for the job task is in place • All conditions and requirements and control measures determined in the pre-job risk assessment have been listed on the Confined Space Entry Form in the appropriate section • A Qualified Gas Tester has performed and recorded the gas test • The gas test results indicate the Confined Space atmosphere is within the acceptable range for some form of entry • All conditions, requirements and controls listed on the General Work Permit, Confined Space Entry Form and JSA have been fully met in the field • No other work including operational work is or will be performed in the immediate vicinity that could impact the safety of personnel entering the Confined Space • The Permit Requester/Holder clearly understands and is in full agreement with the conditions and requirements of the Confined Space Entry Form and its related General Work Permit • Confirms the Permit Requester/Holder fully understands his and his workers duties and responsibilities related to the Confined Space Entry • A designated trained and qualified Entry Watch has been assigned and is at site (refer to Attachment 3) • A rescue plan, personnel and equipment are in place to rescue persons who may be in difficulties in the confined space • If it was deemed required a Permit Approver signature has been obtained. For high risk job tasks the Facility’s Management may determine an additional permit approver signature is required on the General Work Permit as well as on the Confined Space Entry Form • The Permit Requester/Holder has signed the Confined Space Entry Form Once all of the above items have been completed the Permit Issuer will: • Sign and issue the original copy of Confined Space Entry Form and issue to the Permit Requester/Holder • Check if the associated General Work Permit has already been signed off and issued and if not it will be done at the same time as the Confined Space Entry Form • Will retain a copy of the Confined Space Entry Form which will be maintained in an active work permit file until the permit is no longer valid or as required by local legislation Ensure other work being performed in the immediate vicinity will not impact the permitted work.

Step 3: Perform Work Safely Safe work depends on the safe performance of daily activities. Safe work begins with clear work direction and a clear identification of work hazards and the controls identified in the JLA. Reviewing familiar tasks with affected personnel is an important step, but emphasizing new, different, or increased hazards may help guard against complacency and focus attention on the work at hand. Distracted personnel put everyone at risk by either performing steps incorrectly or skipping steps altogether.

Hold Pre-Job Briefing The supervisor or appropriate person in charge of the work will meet with everyone working on the job site to review the hazards identified in the JLA, the work plan, and the permit controls. This meeting should occur at the facility or the jobsite whenever possible, and all workers are required to sign the pre-job briefing form This is the appropriate time to remind workers that they have both the authority and the responsibility to stop work if they see any unsafe acts or conditions.

Conduct Self-Readiness Check and Fix Discrepancies Prior to the start of any work and during work, it is important for workers to assess the risk, analyze how to reduce the risk, and act to ensure that the job is done safely. Personnel will use the Loss Prevention Self Assessment (LPSA) Procedure to verify that work conditions have not changed, controls are in place and operating as designed, and work permit authorizations remain current. If any discrepancies are identified, then they must be corrected before work begins.

Approve / Sign Permit (Authorize Work) The Permit Issuer goes to the job site to verify that the permit conditions are met and that other work being performed in the vicinity will not introduce additional hazards. Once this has been accomplished, the Permit Issuer is ready to authorize work. The permit issuer signs the permit authorizing work to begin The Permit Requester also signs the permit Remember to place the start time on permit when authorizing the work.

Self-Permitting If it is not practical or feasible for an organization’s facilities personnel to be present at the job site to permit authorization to work (for example, underground storage tank [UST] removal at remote service stations), then pre-approved self-permitting by select contractors may be considered a viable option. Each Business Unit will maintain an up-to-date list of all contractor personnel authorized to be a Permit Issuer or Permit Approver for self-permitting. See the Global Downstream – Contractor HES Management Process for the General Qualification Guideline for Contractor Self-Permitting and the Sample Tracking Sheet for Self-Permitting.

Start Work and Monitor Controls Affected personnel are given the authority to begin work only after all control measures are in place. They are required to follow the established work plan and controls as specified by the work permit and applicable form(s). All non-compliance (unapproved deviations) to standards and procedures will be reported and investigated (as appropriate) using the LPS Loss Investigation/Near Loss Investigation Procedure.

Conduct Field Review and Monitor Conditions The supervisor or other person in charge will conduct a field review of the work in progress at least once during the shift. The intent is for someone with authority and SWP competence to physically visit the work site to check on the job. This review ensures: that work permit processes and procedures are being followed the controls are effective the conditions have not changed.

Conduct Field Review and Monitor Conditions For jobs that run continuously on a 24-hour schedule, the work may be reviewed once during the 24-hour period. Field reviews may need to be carried out more frequently as necessary, appropriate to the level of risk. The in-progress field review should be documented using the appropriate CHESM form, the Downstream Shared – Managing SWPs LPO or other LPO form specific to the high-risk work being done, or using the Daily Pre-Job Safety Briefing Tool. NOTE: For work where the duration is less than a full shift a field review of work in progress is not required, but should be considered based on the nature and risk of the work, and the prior performance of the workers performing the work.

Changes in Work Conditions? Stop Work Work crews will remain vigilant of changing conditions, be prepared to stop work if necessary, and report changed conditions as soon as possible to the supervisor and the permit approver, as applicable. Work must be stopped and the permit revoked if the scope of work or conditions change and a new hazard assessment must be conducted.

Conditions for Work Stoppage Work must be stopped and the general work permit must be returned to the permit issuer for re-evaluation if: there is a serious safety concern (EVERYONE must know they MUST stop the work and be made aware) the facility emergency alarm sounds there is an occurrence of a minor incident or a minor near loss the initial time limit is reached a lunch break or other work stoppage where the time away from the work site that is greater than 30 minutes

Conditions To Cancel the Permit Work must be stopped, the general work permit returned to the Permit Issuer and cancelled: Change of the entire work crew Change of the permit requester Change of the scope of work Reached maximum hours for a calendar day Change in the job site conditions resulting in a potential hazard, such as a spill or a leak Serious injury, incident or serious near loss Withdrawal of the work permit by the issuer.

Continue Work If there are no changes in work conditions, then work may continue. However, after a work stoppage, the work may continue only after the necessary steps are taken. Personnel will follow the LPS steps to restart work – review the JLA and note additional considerations on the permit Conduct an LPSA Hold a pre-job briefing The revalidation of conditions must be documented

Step 4: Assess Performance A post-job debrief is to be conducted, at the discretion of facility or project management, depending on the risk and scale of the work. The post-job debrief may be informal for small jobs or more formal for large projects. Attendees may include various levels of management, supervisors, permit issuers, OE/HES professionals, and personnel who performed the work.