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  1. Report No. 6.64/291 September 1999 HSE management - guidelines for working together in a contract environment IMCA leadership and commitment policy and strategic…
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  • 1. Report No. 6.64/291 September 1999 HSE management - guidelines for working together in a contract environment IMCA leadership and commitment policy and strategic objectives organisation, resources and documentation evaluation and risk management planning implementation and monitoring review a u d i t leadership and commitment policy and strategic objectives organisation, resources and documentation evaluation and risk management planning implementation and monitoring review a u d i t
  • 2. Publications Global experience The International Association of Oil & Gas Producers (formerly the E&P Forum) has access to a wealth of technical knowledge and experience with its members operating around the world in many different terrains. We collate and distil this valuable knowl- edge for the industry to use as guidelines for good practice by individual members. Consistent high quality database and guidelines Our overall aim is to ensure a consistent approach to training, management and best practice throughout the world. The oil and gas exploration and production industry recognises the need to develop con- sistent databases and records in certain fields. The OGP’s members are encouraged to use the guidelines as a starting point for their operations or to supplement their own policies and regulations which may apply locally. Internationally recognised source of industry information Many of our guidelines have been recognised and used by international authorities and safety and environmental bodies. Requests come from governments and non-government organisations around the world as well as from non-member companies. Disclaimer Whilst every effort has been made to ensure the accuracy of the information contained in this publication, neither the OGP nor any of its members will assume liability for any use made thereof. Copyright OGP Material may not be copied, reproduced, republished, downloaded, posted, broadcast or transmitted in any way except for your own personal non-commercial home use. Any other use requires the prior written permission of the OGP. These Terms and Conditions shall be governed by and construed in accordance with the laws of England and Wales. Disputes arising here from shall be exclusively subject to the jurisdic- tion of the courts of England and Wales.
  • 3. HSE management - guidelines for working together in a contract environment Report No: 6.64/291 September 1999
  • 4. These guidelines have been prepared for OGP by the Safety, Health and Personnel Competence Committee (SHAPCC), through its Contractor HSE Task Force, in consultation with the International Association of Geophysical Contractors (IAGC), and the International Marine Contractors Association (IMCA), who both endorse the use of these guidelines. Task Force membership R Kratsas Arco Chairman R Moschetta Arco C Preston Baker Hughes R Shields BG Plc D Laing BP Amoco ER Moir BP Amoco L Simpson BP Amoco M Alexander Chevron TL Thoem Conoco Y Guenard Elf E&P JL Monopolis Esso D Krahn IADC M Covil IAGC JC Sanchez PDVSA B Stene Saga Petroleum A Kjelaas Saga Petroleum G Kubala Schlumberger P Mann Shell R Sykes Shell Chairman G Van der Graaf Shell HJ Grundt Statoil P Guyonnet Total LA Tranie Total DK Hide OGP Secretary Following the Task Force work on developing the guidelines, Bob Moschetta undertook the role of Technical Editor to review and address comments and suggested amendments.
  • 5. i HSE management - guidelines for working together in a contract environment © 2000 OGP Purpose/Intent..................................................................................................................................................................... ii Description ....................................................................................................................................................................... ii 1 Introduction 1 1.1 Background ...................................................................................................................................................................1 1.2 Interrelationship with other systems..............................................................................................................................2 2 Overview of process 3 3 Planning 4 3.1 Objectives......................................................................................................................................................................4 3.2 Description of work.......................................................................................................................................................4 3.3 Risk identification .........................................................................................................................................................4 3.4 Contracting strategy......................................................................................................................................................5 3.5 Contract schedule..........................................................................................................................................................6 4 Pre-qualification 7 4.1 Objective .......................................................................................................................................................................7 4.2 Purpose and responsibilities...........................................................................................................................................7 4.3 Standard pre-qualification documents...........................................................................................................................7 4.4 Screening.......................................................................................................................................................................8 4.5 From pre-qualification to selection ................................................................................................................................8 5 Selection 9 5.1 Objective .......................................................................................................................................................................9 5.2 Bid documentation prepared by company .....................................................................................................................9 5.3 Bid preparation by contractor......................................................................................................................................10 5.4 Pre-award meetings .....................................................................................................................................................10 5.5 Incentive schemes for HSE ..........................................................................................................................................11 5.6 Contract award............................................................................................................................................................11 6 Pre-mobilisation activities 12 6.1 Objectives....................................................................................................................................................................12 6.2 Kick-off meeting..........................................................................................................................................................12 6.3 Pre-job audits...............................................................................................................................................................13 7 Mobilisation 14 7.1 Objectives....................................................................................................................................................................14 7.2 General ......................................................................................................................................................................14 7.3 Mobilisation audit .......................................................................................................................................................15 8 Execution 16 8.1 Objectives....................................................................................................................................................................16 8.2 Responsibilities............................................................................................................................................................16 8.3 Contractor compliance ................................................................................................................................................16 8.4 Competence assurance.................................................................................................................................................17 8.5 Inspection and HSE auditing/reviews .........................................................................................................................17 9 De-mobilisation 18 9.1 Objectives....................................................................................................................................................................18 9.2 Responsibilities............................................................................................................................................................18 10 Final evaluation and close-out 19 10.1Objectives....................................................................................................................................................................19 10.2Final evaluation and report..........................................................................................................................................19 APPENDIX I: HSE responsibilities for company and contractor key personnel................................................................ 20 APPENDIX II: Definition of consequence - severity of risk.............................................................................................. 22 APPENDIX III: Contractor HSE pre-qualification............................................................................................................24 APPENDIX IV: HSE pre-qualification points system........................................................................................................29 APPENDIX V: HSE Plan guideline for major contracts.....................................................................................................33 APPENDIX VI: HSE Plan guideline for small contracts....................................................................................................50 Table of contents
  • 6. ii International Association of Oil & Gas Producers © 2000 OGP The overall objective of this guideline is to improve the company and contractor health, safety and environ- mental (HSE) performance regarding exploration and production activities. Active and ongoing participation by both the company and contractors are essential to achieve this goal. While each has a distinct role to play in ensuring the ongoing safety of all involved, there is an opportunity to further enhance the company/contractor relationship by clearly defining roles and responsibili- ties, establishing expectations and maintaining com- munication throughout the relationship. For example, one role of the company is to review and assess the con- tractor’s HSE Management System and Programmes, while one role of the contractor is to provide HSE infor- mation as requested by the company. Often the infor- mation requests vary from company to company. By establishing a standard format, which streamlines the bidding process, company and contractor resources can be devoted to improving specific HSE issues. This guideline is designed to: 1 improve workplace safety, health and environmen- tal performance by assisting the company and con- tractors in administering an effective HSE program for the contract; 2 assist contractors in administering programs which are consistent with the clients expectations; 3 facilitate the interface of contractor’s activities with those of the company, other contractors and sub- contractors. These programs should be designed to protect both company and contractor personnel from workplace inju- ries and illness as well as from losses associated with the incidents, while preserving the independent contractor relationship. This information is provided to assist company and contractor management to visualise the process of man- aging contractor HSE programs. This document is not intended to replace the necessary professional judge- ment needed to recommend the specific strategy to follow. Each reader must analyse their particular situa- tion, tailor the information in this document and obtain the appropriate technical support. Due to the rapid change that is occurring in the oil and gas industry, together with the various company- contractor interface systems and management practices that are evolving, this guideline will be reviewed every two years. The Safety Health and Personnel Compe- tency Committee will make updates and modifications based upon review. Purpose/Intent Description The main section of the document covers various phases of the contracting process and the associated HSE tasks and responsibilities of the company and contractors. This is an eight-phase process, which begins with plan- ning, and ends in final evaluation and close out. The objectives, roles and responsibilities are defined for each phase. A key part of the planning phase is risk identification. It is also the prime factor in determining contracting strategy. During this step the level of risk is assessed and the most appropriate measures are identified to pre- vent incidents from occurring. Included in the appendi- ces are additional tools such as checklists for HSE Plan development, severity of risk definitions, and guidelines for small and large contracts.
  • 7. 1 HSE management - guidelines for working together in a contract environment © 2000 OGP Within the oil and gas explo- ration and production industry, the pattern of use of contractors has changed significantly over the last ten years. Figure 1 shows the pattern of company and contractor hours reported to E&P Forum for the period 1985-1998. Prior to 1985 the work force was predominately company employ- ees. Since 1990 there has been a significant increase in the use of contractor staff, with a resulting shift in responsibility and risk from the company to the con- tractor population. It can be seen from figure 2 that there have been significant improvements in the safety performance of both the Companies and their contrac- tors during this period. Historically the contractor Lost Time Injury Frequency (LTIF) has not been as good as that of companies, though the gap is narrowing. The trend is encouraging, since contractor personnel generally have a higher expo- 1 Introduction 1.1 Background 0 2 4 6 8 10 Overall Company Contractor 1998199719961995199419931992199119901989 8.1 3.0 2.73.4 2.5 3.1 6.1 5.2 4.7 4.1 3.9 6.6 2.8 3.3 3.0 2.5 2.6 1.92.0 2.0 0 200 400 600 800 1000 1200 Manhours Contractor Manhours Company 1997199519931991198919871985 Figure 1 Company contractor hours worked (millions of hours) sure to risk, and it is important this trend continues, particularly as use of contractors in the E&P industry increases. These guidelines have been produced to assist man- agement of the company-contractor interface in this changing environment and to help in the achievement of further joint improvements in safety performance. Figure 2 LTIF performance of E and P companies and contractors (number of lost workday cases, including fatalities, per million hours worked)
  • 8. 2 International Association of Oil & Gas Producers © 2000 OGP 1.2 Interrelationship with other systems While this document is designed to focus on improv- ing contractor health, safety and environmental (HSE) performance, it is an extension of the previous efforts within the E&P Industry and various governmental efforts around the globe to improve overall industrial HSE performance. This effort has utilised and built upon the E&P Forum’s “Guidelines for the Development and Application of Health, Safety and Environmental management sys- tems”; and the API recommended practices documents 2220 and 2221, which address contractor-client inter- actions and how to build an effective contractor HSE program. Additional influences are the UK Health and Safety Executive publication, “Successful Health and Safety Management”; the U.S. Occupational Safety and Health Administration’s Process Safety Management Guidelines; the ISO 9000 and 14000 systems; and numerous E&P Forum Member programs. All of these documents/programs utilise the same basic model for a system starting with leadership and com- mitment and flowing to testing and evaluation in a con- tinuous cycle. Loss of any portion results in a system failure. This guideline follows the wording and structure used in the Forum’s “Guidelines for the Development and Application of HSE-MS.” However, by following the guidelines in this document, a user should meet the basic requirements of various industry associations, gov- ernmental entities and the user’s own requirements. These guidelines were developed for the “normal activi- ties” expected in E&P operations. Each operation is, however, unique. Therefore, the user should critically evaluate these guidelines for his activities and their asso- ciated risks, and may need to adapt them for the par- ticular circumstances of the work. This guidance is primarily developed for those responsi- ble for contracting out activities, and personnel responsi- ble for interface and operational oversight of contractors, their employees and subcontractors. This guidance document is mainly for activities with a medium to high risk although similar principles may be applicable to all contracted activities. These guidelines in no way supplant a host country’s requirements.
  • 9. 3 HSE management - guidelines for working together in a contract environment © 2000 OGP 2 Overview of process Management of HSE in a business environment where two or more companies work together requires co-oper- ation between them and a clear definition of the tasks and responsibilities of each of the parties. The typical phases of a contracting process are shown in Figure 3. The sectional headings addressing the phases are shown on the right. Each section describes the tasks and responsibilities showing a clear distinction between the company and contractor(s). An overview of respon- sibilities is given in Appendix I. Joint company / contractor activities Contractor Company Description of work & risk identification Contracting strategy Planning Shortlist and screen contractors Establish bid evaluation criteria Contractor responds to questionnaire and provides HSE information Pre-qualification Contractor database Bid evaluation and clarification Contract award SelectionContractor prepares bid and HSE plan Pre-mob audits Pre-mobilisation Preparations Joint completion of HSE and execution plans Pre-execution auditMobilisation Kick-off meeting Mobilisation Execution De-mobilisation Review of de-mobilisation HSE plans De-mobilisation Final evaluation and report Review Close-out Execution, supervision and reporting Monitoring, audits and inspection Acceptance of work and restored site Report Figure 3 Phases of the contracting process
  • 10. 4 International Association of Oil & Gas Producers © 2000 OGP The objectives of this phase are to describe the work and to assess the HSE risks associated with the work. The contracting strategy is to be selected on the n
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