Ug MSW Hazard Analysis Procedure Chevron Pipe Line PDF

Chevron Pipe Line Company – Hazard
Analysis Procedure
GUG Version 1.5 [June 2012]

CPL Version 2.0 [effective January 1, 2013]
CPL – Hazard Analysis Procedure
Contents
1.0 Purpose and Objectives ..................................................................................................... 3
1.1 Scope ................................................................................................................................... 3
1.2 Requirements ...................................................................................................................... 3
1.3 Terms and Definitions......................................................................................................... 4
1.4 Roles, Responsibilities and Training Requirements ........................................................... 4
1.4.1 Initial Training ........................................................................................................ 5
2.0 Standard Instructions ......................................................................................................... 5
2.1 Performing a Planning Phase Hazard Analysis ................................................................... 6
2.1.1 Identifying the Task ................................................................................................ 7
2.1.2 Forming the Analysis Team .................................................................................... 7
2.1.3 Breaking-down the Task ......................................................................................... 7
2.1.4 Identifying Potential Hazards .................................................................................. 7
2.1.5 Developing Control Measures................................................................................. 8
2.2 Perform an On-site JSA ...................................................................................................... 8
2.2.1 Introduction ............................................................................................................. 8
2.2.2 Completing an on-site JSA involves the following activities: ................................ 9
2.3 Performing a Personal Hazard Assessment......................................................................... 9
2.4 Monitoring Effectiveness .................................................................................................. 10
2.4.1 Planning Phase HA Document Reviews ............................................................... 10
2.4.2 JSA Document Reviews........................................................................................ 10
2.4.3 JSA Observation Reviews ..................................................................................... 10
3.0 Records............................................................................................................................ 10
3.1 Required Records .............................................................................................................. 10
3.2 Retention Requirements .................................................................................................... 11
4.0 Document Control Information ....................................................................................... 11
4.1 Document Change History ................................................................................................ 11
5.0 Document List ................................................................................................................. 11
Appendix A: CPL Planning Phase Hazard Analysis Worksheet ..................................................... 13
Appendix B: CPL Job Safety Analysis Form .................................................................................. 14
Appendix C: Risk Assessment......................................................................................................... 15
Appendix D: Risk Ranking Matrix (4x4) ........................................................................................ 16
Appendix E: Chevron Hazard Identification Tool ........................................................................... 17
Appendix F: Think Incident Free (TIF) Analysis ............................................................................ 19
Appendix G: On-site JSA Competency Development Model ......................................................... 20
2 CPL Version 2.0 [effective January 1, 2013]

Printed 14 December 2012. Uncontrolled when printed
cpl_msw_hazard_analysis_procedure_(version 2.0 final).docx
Hazard Analysis
1.0 Purpose and Objectives

The purpose of this procedure is to ensure Hazard Analysis is used for the effective
identification, mitigation, control and communication of hazards.
This procedure establishes requirements for hazard analysis. The objective of Hazard
Analysis is to ensure proper consideration is given to the risks associated with completing a
particular task. This procedure follows the three phases of Hazard Analysis, as it applies to
our work; consisting of three specific activities that are recognized as separate, but
complementary components of the Managing Safe Work (MSW) Process:
 Planning Phase Hazard Analysis;
 Job Safety Analysis (JSA); and the
 Personal Hazard Assessment
NOTE: Each upstream and gas strategic business unit (SBU) or location may have additional
regulatory requirements.
1.1 Scope
This Hazard Analysis Procedure covers work performed by Chevron employees and their
delegates and contractors within Chevron Upstream and Gas (U&G) operational control.
Operational Excellence reporting boundary definitions can be found in the OE Data Reporting
Standard. For contractor activities where Chevron does not have operational control, Chevron
will encourage contractors to use hazard analysis tools.
This procedure does not apply to Facilities and Operations HES design reviews, Integrated
Hazard Identification’s, or other risk assessment studies as defined in the Corporate OE
Standard Process – HES Risk Management.
1.2 Requirements
To comply with this procedure, SBUs will meet the following requirements:
1. A hazard analysis appropriate to the phase of work shall be conducted.
2. A hazard analysis must consider actions as well as physical and environmental conditions.
3. Personnel performing hazard analysis shall be trained and competent in the roles for
which they are responsible.
4. All JSAs must be developed or revised onsite by the personnel performing the work to
ensure the systematic identification and mitigation of site-specific hazards before work
begins.
5. A Job Safety Analysis (JSA) used onsite by an individual work crew shall address
specific tasks.
6. Content of the JSA must be communicated to the work team and other affected parties
immediately prior to beginning work. Communication must occur in a language
appropriate for the work team so that they clearly understand the task hazards, control
measures and actions required to conduct the work safely.
7. Individuals must perform a Personal Hazard Assessment before starting a work task.
CPL Version 2.0 [effective January 1, 2013] 3

1.3 Terms and Definitions

The following terms and definitions apply to the Upstream and Gas – Hazard Analysis
Procedure:
Chevron Hazard Identification Tool - A tool to help persons while developing or reviewing
a hazard analysis or JSA, or while conducting a Personal Hazard Assessment, to identify
energy sources present in the work environment which may present potential hazards if
released in a an unplanned manner, or contacted in an unwanted way.
Hazard - A condition or action that has the potential for an unplanned release of, or unwanted
contact with, an energy source that may result in harm or injury to people, property or the
environment.
Hazard Analysis - A process used to assess and mitigate risks. It focuses on the relationship
between the worker, the task, the tools, and the work environment.
Operating Procedure (OP) – An OP that includes a review equivalent to a hazard analysis
that may be used as the planning phase hazard analysis for work. The OP must meet specific
standards to ensure the required level of hazard and mitigation review has occurred.
Planning Phase Hazard Analysis – A hazard analysis usually conducted remotely by project
management and subject matter experts, based on process and operational documentation and
knowledge.
Job Safety Analysis - The JSA is a tool for analyzing a task. This on-site, site-specific,
hazard analysis may be based on a review of planning phase hazard analyses, a Qualified
Standard Operating Procedure (QSOP), or a previously developed JSA for the same task, if
available.
Personal Hazard Assessment - A Personal Hazard Assessment is a self-assessment that
provides an opportunity for the individual worker to focus on a task and ensure they are
prepared to perform it safely. It is typically a reflective exercise undertaken to help each
worker understand his or her responsibility for health and safety.
Risk Assessment - A qualitative or quantitative procedure that evaluates: what can fail or go
wrong; the consequences of each event; the likelihood of each event occurring; and how the
severity and likelihood combine to give an overall statement of risk.
Task - A task is a sequence of steps or activities to complete the work. Tasks are identified
and evaluated to the appropriate level of detail.
Think Incident Free (TIF) – A tool that can be used by anyone in the workplace to identify
hazards and unsafe behaviors and then make a plan to performing work without incident.
Four points to consider for working safely are planning, state of mind, training and proper
tools and equipment.
1.4 Roles, Responsibilities and Training Requirements

There must be clearly defined roles, and personnel must meet the training requirements of this
procedure prior to starting work.
The following roles are specific to Hazard Analysis:
 Participant/User
 Facilitator
A single individual may fulfill more than one role as long as he or she meets the competency
requirements and is able to fully meet multiple responsibilities. When selecting personnel for

these positions, consideration should be given to the candidate’s level of experience and past
performance.
1.4.1 Initial Training

Personnel must meet the initial training requirements of this procedure prior to starting work.
Refer to the U&G – Training Requirements Tool.
SBUs are encouraged to adapt standard training material as needed to address local
procedures.
 Hazard Identification Tool
 Job Safety Analysis (JSA)
 Personal Hazard Assessment
A recommended on-site JSA competency development model based on training, field
observations and coaching can be found in Appendix F.
2.0 Standard Instructions

This procedure follows the three phases of hazard analysis as it applies to work. From the
initial planning phase, to the onsite Job Safety Analysis (JSA), to the individual worker’s
Personal Hazard Assessment. Hazard analysis is critical to identifying potential hazards and
developing actions and strategies to prevent incidents from occurring. Hazard analyses may
also be used as a training tool for new employees, as the basis for health, environment and
safety (HES) checklists, behavior based safety (BBS) observations and safety meeting topics,
and to write HES standards and standard operating procedures (SOPs) for new or modified
jobs. An example of a form for completing the Planning Phase Hazard Analysis, and
subsequently the JSA can be found in Appendix A.
Table 1. Summary of Hazard Analysis Methods

Analysis When to use Intent Format
Method
Planning Phase During the To identify anticipated The format must be consistent
Hazard Analysis planning phase of hazards and plan with the level of risk posed by
(e.g. Risk work: pre-work, mitigations the task, as determined by the
Assessment, Job project planning, To ensure that the right SBU. For low-risk work, could
Hazard design reviews, number of people, skill be an unwritten review of a
Analysis, execution plan sets, equipment and PPE generic (library) safety plan,
Safety Plan, development are included in the plan QSOP, operator checklist, or
Safety other form of hazard analysis;
To identify the types of
Instruction, for all other work, must be a
permits required to do the
QSOP) documented hazard analysis as
work
described in the standard
To identify the SWP instructions.
standards and SOPs
applicable to the work
For use as starting point
for onsite JSA
Job Safety During the onsite To involve the work team Typically a formal written JSA
Analysis (JSA) preparation/ to make sure that the meeting the elements of the
permitting/executi people doing the work standard instructions, for work
on phase of work: understand the tasks, not clearly identified by the SBU

Analysis When to use Intent Format

Method
prior to start of hazards and mitigations as low-risk. For low-risk work,
work To address onsite may be an unwritten JSA, job
conditions on the day of site discussion, or a Personal
the work Hazard Assessment, as
To identify mitigation determined by the SBU.
measures, and assign
responsible to verify they
are in place
To verify that work team
has proper skill level and
tools to complete the job
safely
Personal Hazard Anytime, To prompt workers to This is typically an unwritten
Assessment including during think before they act self-assessment done as a
(e.g. Think the course of To ensure that the worker reflective mental exercise by
Incident-Free performing the is looking for hazards each worker immediately prior
(TIF), Personal work while they are doing to beginning his or her specific
Safety Plan, work activities. For low risk work, this
Stop, Think, may be the only hazard analysis
To support Stop Work
Go) conducted.
Authority and the Tenets
of Operation
2.1 Performing a Planning Phase Hazard Analysis

A planning phase hazard analysis involves the following activities:
 Identifying the task
 Forming the team (for simple tasks, this may be one person)
 Breaking down the task into steps
 Identifying potential hazards
 Developing control measures to mitigate the identified hazards
 Conducting risk ranking (Optional)
Note: Information on conducting a Risk Assessment can be found in Appendix B.
CPL Blue Text
A written Planning Phase Hazard Analysis is required for project related work, where there
is a work owner (e.g. Project Manager, Engineer, Construction Representative, Project
Coordinator) and when the work activity and work tasks are associated with Safe Work
Practices (Confined Space, Excavation, Isolation of Hazardous Energy, Hot Work, Electrical,
Lifting and Rigging, Working at Heights, and Bypassing Critical Protections).
For project work managed and performed by CPL, the CPL - Planning Phase Hazard
Analysis must be used to document the analysis.
For project work managed and performed by Contractors, the Contractor Job Safety Plan
(CJSP) (formerly Job Site Safety Plan (JSSP)) must be used to document the analysis.
For non-project work, the work planning activities performed by a competent Person in
Charge are considered to be the Planning Phase Hazard Analysis. These activities include,

but are not limited to the review of relevant CPL Safe Work Practices, Maintenance and
Inspection Procedures, and other relevant safety procedures.
2.1.1 Identifying the Task

A task is a sequence of steps or activities to complete the work. Tasks are identified and
evaluated to the appropriate level of detail. “Drilling a well” or “performing a shutdown on a
gas plant” is too broad to be a single task, and tasks such as “turning on a switch” are too
narrow for effective analysis. The appropriate level of detail for a task is typically the type of
assignments that a supervisor would make (e.g., removing a pump for maintenance, collecting
an oil sample from a vessel, or installing a blind in piping).
In the planning phase for a large scope of work (e.g., capital project), the hazard analysis may
consist of a single assessment covering many tasks.
2.1.2 Forming the Analysis Team

Person(s) performing the analysis should:
 Be experienced and knowledgeable about the task and hazards
 Understand the hazard analysis procedure
 Be an experienced facilitator, if appropriate
When forming the team, consider factors such as the complexity of the task, the location of
the work and the size of the workgroup. In addition to the person doing the job, team
members should be selected as appropriate and may include other workers, supervisors and
HES professionals. If the hazard analysis is being prepared for a task that will require a
permit, the team should include participation by the Area Controller (a.k.a. Person in Charge)
and Work Team Leader (a.k.a. Person Conducting the Workge) who will be involved in the
permitting. In some cases, it may be acceptable for an analysis to be prepared by one person.
The planning phase hazard analysis may be initiated in an office setting, and be based
primarily on facility and process knowledge and documentation reviews; however,
information obtained from site visits by the person conducting the hazard analysis may
provide a more complete analysis.
2.1.3 Breaking-down the Task

Before the search for potential hazards begins, the task is broken down into a sequence of
events consisting of the major steps, with each step describing what is being done. Begin by
asking, “What step starts the task?” then, “What is the next basic step?” and so on. If too
many steps result from the analysis (over 15), consider breaking that job into more than one
task.
When beginning to document the analysis, describe and number each step on the analysis
form. Each step tells what is done, not how. The description for each step should begin with
an action word such as “remove,” “climb,” “open” or “weld.” The description of the step is
completed by naming the item to which the action applies, for example, “remove
extinguisher,” or “carry to fire.”
Check the breakdown of the steps with other team members, particularly someone who is
knowledgeable about performing the task. Obtain agreement on the description of what is
done and the order of the steps.
2.1.4 Identifying Potential Hazards

Once the basic steps have been determined, begin the search for potential and existing
hazards.

Look at physical conditions (chemicals, tools, work space, etc.), environmental factors (heat,
cold, noise, lighting, weather conditions, etc.) and actions or behaviors (need to stand on a
slippery or unstable surface, extended reach to operate a valve, lifting bulky objects).
Additional information on increasing hazard identification skills is located in the MSW
Support Materials.
An example of identifying hazards using the Chevron Hazard Identification Tool can be
found incorporated into the form in Appendix A.
2.1.5 Developing Control Measures

The next step in a hazard analysis is to identify control measures, which exist, or should be
put in place, in order to eliminate potential hazards, or mitigate them to an acceptable level of
risk. Identifying control measures for each hazard, even those already controlled will facilitate
understanding and communication. The principal control measures detailed below represent a
hierarchy (order of preference) in which they should be considered:
 Determine if the work is necessary - eliminate unnecessary work that adds risk and does
not contribute to achieving the desired result.
 Change the physical conditions that create the hazards – change in tools, materials,
equipment, layout or location. This is the preferred approach until there is general
agreement that work conditions are as safe as reasonably practical.
 Change the work procedure – ask, “What should the employee do, or not do, to eliminate
this particular hazard or prevent this potential accident?” The answer might be as simple
as standing to the side when opening the valve, or getting a good stance before lifting an
item.
 Add barriers between the hazard and the receptors – fire blankets, warning tape, personal
protective equipment (PPE), etc.
 Find a completely new way to do the job – if the above steps have not yielded a safe,
efficient way to perform the task, and then look at the task itself. Determine the goal of
the job and analyze alternative ways of reaching this goal.
Control measures should be stated so that people clearly understand what to do. There is
usually not enough space on the assessment form to explain how to do it. The needed level of
detail should be included in procedures, manuals, employee training, or in some other form so
that everyone understands how to do the task safely.
NOTE: Identifying associated procedures (when/ where applicable) is a viable mitigation
when incorporated by review and thorough understanding of individuals involved in job task
planning.
2.2 Perform an On-site JSA

2.2.1 Introduction
The Job Safety Analysis (JSA) is the final part of analyzing a task prior to starting job. This
analysis occurs at the work site prior to work beginning, and involves those individuals doing
the work and communication with those that may be affected. The JSA is performed because
the planning phase hazard analysis may not always identify onsite or working environment
hazards, as they may not always be apparent or realized during the planning process. For
example:
 Other activities in the same location may require additional controls related to
communication or safety barriers

 Environmental factors e.g. wind speed and direction may have an additional impact on the
work
 Technical aspects of the job may introduce additional hazards that require onsite changes
to be considered. These additional hazards should be assessed using the same method as
previously used in the planning phase hazard analysis process
 Other affected and/or knowledgeable persons may identify additional hazards
2.2.2 Completing an on-site JSA involves the following activities:

 For work determined to be low-risk, workers may use an unwritten hazard analysis,
Personal Hazard Assessment, job site discussion, or other undocumented hazard analysis
method.
 For work not determined to be low-risk, completion of a written JSA form with the
following elements:
 Title and summary description of the task(s) to be performed
 The Name of the person leading the work, the work location, permit #(s) and date
 A list of the steps required to accomplish the task(s)
 A list of potential hazards associated with each step
 A list of controls or mitigations for each potential hazard
 Acknowledgement of understanding by each member of the work team through
signature on the form
 A risk assessment for each step (optional)
Note: Information on conducting a Risk Assessment can be found in Appendix B.
 Conducting an Onsite Briefing/Toolbox Talk prior to commencing the work, to ensure
that the work team is aware of the hazards and control requirements. The onsite pre-job
briefing should be carried out by the Work Team Leader and include the following:
 Reviewing the JSA with the work team and other potentially affected persons
 Assessing any additional hazards at the worksite
 Ensure the appropriate control measures are in place
 Assign responsibility to ensure control measures are in place
 Emphasize the use of Stop Work Authority (SWA), and identify and discuss
examples of actions or conditions which might lead to use of SWA during this job
 Confirm work-party understanding
 Obtain the signatures of all the work-party on the JSA documentation
 Conducting additional reviews if:
 Job scope changes significantly
 New personnel are added to the work party
 Site conditions change beyond those originally identified
 A near miss, incident, or other work stoppage occurs
 A concern is raised as the result of a Personal Hazard Assessment
 Following the work, reviewing the activity and agreeing lessons learned for continual
improvement;
 Document lessons learned and update planning phase hazard analyses, SOPs, etc. for
future use.
2.3 Performing a Personal Hazard Assessment

Each individual should perform a Personal Hazard Assessment prior to beginning work tasks,
and regularly reassess the work environment. Personal Hazard Assessments encourage

individual employees to reflect on, and take ownership of identifying and ensuring controls
are in place for the hazards to which they may be exposed.
The minimum steps of an effective Personal Hazard Assessment are:
 Understanding the method to perform the task safely
 Determining the potential hazards
 Determining what can be done to eliminate the hazard
 Acting to prevent any negative consequences
 SBUs may use a variety of tools to support their Personal Hazard Assessments.
Appendix E contains an example of a Personal Hazard Assessment using the Think Incident
Free (TIF) tool.
2.4 Monitoring Effectiveness

2.4.1 Planning Phase HA Document Reviews
Planning Phase Hazard Analyses often form the basis for subsequent on-site JSAs, as well as
the hazard analyses incorporated into QSOPs, therefore, SBUs should consider assigning
responsibility to validate they are prepared correctly, this procedure is followed, and that the
results are clearly communicated to stakeholders.
A potential option designed to help ensure these hazard analyses are completed effectively
can be found in the example Hazard Analysis Team Charter.
These HA document reviews should be initiated and completed as defined in the SBU
verification matrix. HA reviews should be documented and submitted to the SBU designated
location, for review by the SBU Process Sponsor and Advisor or designee.
2.4.2 JSA Document Reviews

JSA document reviews will be used periodically (as determined by the SBU) by Supervisors
and the MSW Process Sponsor/Advisor to provide evidence of consistency in developing
effective JSAs. Note: The onsite JSA documents are only one aspect of the JSA process, and
these reviews may not provide insight into the communication of the JSA or any pre-job
briefings/discussions that may have been conducted. Results of the document reviews should
be regularly communicated to the workforce to provide for continuous improvement.
2.4.3 JSA Observation Reviews

As part of the recommended competency development activity, regular reviews of the
findings of JSA field observations should be performed and communicated to Supervisors and
the MSW Process Sponsor/Advisor to provide evidence of consistency and effectiveness of
communication of JSAs. Results of the observation reviews should be communicated to the
workforce.
3.0 Records
3.1 Required Records
The following records will be kept:
 Copies of Planning Phase Hazard Analyses, JSAs and other associated documentation
should be maintained as defined by the SBU.

3.2 Retention Requirements

In order to facilitate the review process and improve the quality of assessments, hazard
analyses should be retained at an SBU designated location for one year or as otherwise
defined by the SBU.
CPL Blue Text
CPL record retention requirements will be a minimum of 2 years.
4.0 Document Control Information

Table 2. Document Control
Description U&G Common SBU Specific
Approval Date 01 October 2011
Next Approval Due February 2012
Control Number
4.1 Document Change History

Changes to this document are listed in the table below in reverse order by change date.
Table 3. Document Change History

Date Revision Description of Change
Number
27 February 2008 1.0 Initial release of Global Upstream process

30 May 2008 1.1 Add link to hazard Analysis Risk Matrix
8 December 2008 1.2 Added bookmarks for OE Mentor
01 October 2011 1.3 Added language clarification and made formatting
changes
11 November 2011 1.4 Updated to new U&G template
01 June 2012 1.5 Updated to include Corporate Required MSW Process
Requirements
5.0 Document List

This is a complete list of the documents referenced in this process.
Table 4. Document List

Procedure/Attachment Title File Name
OE Data Reporting Standard OE Data Reporting Standard
U&G Training Requirements Tool UG_MSW_TrainingRequirementsTool.doc
U&G – MSW SWA Procedure UG_MSW_StopworkAuthorityProcedure.doc

Procedure/Attachment Title File Name

Example Hazard Analysis Team Hazard Analysis Team Charter.
Charter
MSW Process Flow Diagram MSW Process Flow Diagram
Hazard Identification Tool Hazard Identification Tool

Appendix A: CPL Planning Phase Hazard Analysis Worksheet
CPL Version 2.0 [effective January 1, 2013} 13

Printed 14 December 2012. Uncontrolled when printed.
cpl_msw_hazard_analysis_procedure_ (version 2.0 final 12-7-12).docx
Appendix B: CPL Job Safety Analysis Form

Appendix C: Risk Assessment
An additional step that may be included in a hazard analysis is an assessment of the risk associated
with each job step. Control measures are intended to either eliminate the risk of the job (task) or
reduce it to an acceptable level. Using an approved Risk Matrix as shown on the next page, each
hazard identified in a planning phase hazard analysis or in a JSA is assessed for the risk before any
control measures are applied.
Once the control measures are applied, the Risk Matrix is used to determine the potential severity
and the likelihood of the risk for each step in the job, which leads to a residual risk ranking code of
Low, Medium or High (L, M, and H). The consequence effect from a hazard does not normally
change through the implementation of a control, only the likelihood of the consequence occurring.
Where residual risk is determined to be acceptable and as low as reasonably practicable, the work
may continue based on agreement from the hazard analysis team. If the residual risk is too high
then the work should be scheduled for an alternate time when the risk can be adequately controlled.

Appendix D: Risk Ranking Matrix (4x4)

Appendix E: Chevron Hazard Identification Tool
Hazard identification tools provide a structured approach for identifying hazards and may provide
assistance when creating a hazard analysis.
The Chevron Hazard Identification Tool is based on first identifying energy sources in the workplace,
which if contacted in an unwanted way or released in an unplanned manner can pose a hazard. Look
at physical conditions (chemicals, tools, stored pressure, elevation, etc.), environmental factors (heat,
cold, noise, lighting, wet conditions, etc.) and actions or behaviors (equipment or personnel
movement, etc.). Identify all energy sources associated with each step regardless of the level of
control present, and then identify potential hazards based on unwanted contact or an unplanned
release of energy.

18 September 2011. Revision 1.4.
Company Confidential
Appendix F: Think Incident Free (TIF) Analysis

Appendix G: On-site JSA Competency Development Model
Through various lagging metric analyses, inadequate JSAs continue to be seen across U&G as a
significant issue. The following information is provided in order to specifically address opportunities
to improve the quality of on-site JSAs.
While training on the development and documentation of an on-site JSA is currently provided in the
SBUs, there is an opportunity to go beyond training to develop competency on JSA development and
delivery. Competency not only involves training on how to complete a JSA, but also requires practical
knowledge of the tasks and hazards. In addition, a demonstration of understanding of the hazard
analysis procedure and the ability to communicate with diverse work teams is also critical.
Definitions
 Competencies define the applied knowledge, skills and behaviors that enable people to
successfully perform their work.
 Knowledge is the information that allows a person to perform from an informed perspective.
 Skills are demonstrated abilities or proficiencies (e.g., Identification of Tasks at appropriate level
of detail, Hazard Identification, etc.)
 Behaviors are the manner of conducting oneself, the response of an individual to his/her
environment (e.g., Communicates Clearly, Fosters Collaborative Relationships, etc.)
Development Plan
Competency is developed in stages, and while sometimes advantageous, not all personnel involved in
the JSA process require the same level of competency. A summary of competency levels is provided
in Table 1.
NOTE: All personnel should be able reach the Basic Application level, and be seen as active
participants in the on-site JSA process.
Table 1. Competency Level Summary
Competency Level Description Source
Awareness A basic conceptual Overview presentation, general
understanding of a JSA knowledge
Knowledgeable Understanding of the need Learning activities:
for a JSA, the steps required  Web-based training
to complete a JSA, the task to  Instructor-led/classroom
be performed, the typical coursework
hazards and controls  Field discussions
associated with the task, and
the Hazard Identification
Tool
Basic Application Demonstrated understanding Participation in field activities as a
of JSA process member of a team
Demonstrated Demonstrate the ability to Observation and mentoring by work
Comprehension materially participate in team leader who leads development
development of a JSA and communication of JSA
Skilled Application Leading development (acting Observation and coaching by
as a facilitator) of JSAs, and competent personnel from outside
demonstrating ability to the work team, of leader of JSA
communicate with and development
engage all members of work
team
Analysis and Evaluation Able to evaluate The prize! If we can get a sufficient
documentation for quality, “critical mass” of personnel to this
conduct observations on level, the process will be improved.
peers and provide coaching
to improve the process
In order to identify personnel capable of progressing to a higher level of competency, observations

can be used to determine who either based on current ability or through mentoring and coaching, has
the ability for further development.

Field Observation and Coaching Guide
Planning – To identify what to observe, consider the following:
Type of Job Equipment Involved Characteristics of Workers Situations
 What scheduled jobs relate to  Do any jobs involve tools or equipment  Is there an employee, or contractor crew  Is work being done in a new
identified risks for your operations? linked to previous incidents (e.g., you have not observed? location?
 Is there unscheduled work that cranes, man-lift, back-hoe, etc.)?  Is there a crew you want to follow-up  Is work near a highly populated
warrants observation?  Does the job require isolation of from a previous observation? area?
 Is there scheduled work by non-core equipment or energy sources?  Are there any SSEs working?  Can the work be affected by
contractors to observe?  Does the job require bypassing critical  Is there a worker or crew that hasn’t adverse weather conditions?
 Is there routine work planned that has protections? worked here recently?  Does the work involve a new or
recently resulted in an incident or near  Is there a worker or crew with a history revised SOP or standard?
miss? of previous incidents?  Are there multiple workgroups
 Is there routine work that has not been involved?
recently observed based on your  Is Chevron supervision for the work
defined schedule? area new to the role?
Planning – Before Going Out Consider the following:
 Do you need SME input about the job you plan to  What information do you need about the crew you will  Confirm the job start time
observe? observe?  Determine of you want to be there at the
 What key job steps or hazards relate to this work?  What’s the crew’s safety record? beginning or after the job starts?
 Are there procedures you could review in advance?  Is this a regular crew or one that works for multiple  Make sure you have a phone number (e.g.,
 Do you have a defined scope of work or work order companies? Permit Approver, Field Specialist, Maintenance
documentation?  Is anyone on the crew just back from vacation? Sick Planner, contractor supervisor) so you can locate
leave? crew if needed.
 Is there anyone on the crew who has a record of safety
violations?
22 September 2011. Revision 1.4.

Assess QUALITY of Pre-Job Safety Planning
Get Oriented to the Job Confirm the Major Identify the Hazards Identify Their Review Their JSA Observe Their Work Provide Feedback to
Job Steps Mitigation Plan Whole Crew
At job site with the Person At job site with the
Leading Work At job site with full crew, but ask random individuals At job site At job site
Person Leading Work
Do they know what to do? Do they know how to How they can get hurt Do they know how to Did they write it Are they following Use a positive
 See the big picture? do it? doing it? keep safe? down? their pre-job safety feedback model:
 Crew experience with  Get them to point out  Their most critical  Mitigation plans for  Is JSA consistent plan?  Find something
this task? the major steps hazards? hazards? with dialogue?  Are they performing positive they’ve done
o How often? (visualize)  Test against random o Cookie cutter vs. o Validate scope steps based on and give them
o Last time? o Your job Steps specific? o Did the work preplanning? feedback
o Training? understanding of  Pinpointed? o PPE needed for this order scope the  Are they mitigating  Ask crew what they
o Experience with this the steps for this  Other hazards not task? job properly? the hazards as would do differently
equipment? job? mentioned? o When mitigation o Job steps need to necessary? (i.e., how to make it
o SSEs? o Who is doing  Other hazards with will be done? be added?  Are their mitigation safer next time
 Crew make-up? what? tools & equipment? o How? o Right number of actions preventing  Pinpoint 1 or 2 big
 First language? o Your role on this  Communication strategy crew? or controlling the things to work on
 Crew experience with step? Sample Questions for hazards, o Right tools & hazard? (i.e., what’s the
this SBU? o How does the work  Most hazardous part mitigations? equipment?  Are other risks or takeaway?)
 Crew experience with of others affect of this job? o Right sequencing unidentified hazards  Thank the crew for
this CVX? your work?  Of any specific step? with other crews? occurring? taking time away
o Right tools &  Hazards seen before o JSA reflects  Do you note scope from their job to talk
Summary: equipment in changes in scope or conditions with you about safety
on jobs like this?
place? beyond work
Right scope?  What tools did you changes?
Right tasks?  If the job is already in order? o If so, do they
use to help identify
Right people? progress, ask:  Provide feedback on discuss it?
hazards (e.g., Hazard
o What step are you thoroughness of JSA o Do they update
Right timeframe?  Wheel, TIF card,
working on now? o Correct the JSA?
etc.)? How did you
 How long will the job inconsistencies on
use this tool?
take? form or discuss
 What did you find?
 Using written with crew
procedures?
o If so, which ones?
Document Observation – Immediately after the Observation

 Complete the observation form in private  What feedback from the form needs to be shared
 Note technical safety issues you need to know more with the:  Submit observation form for review/analysis per SBU
about  Permit Approver plan
 Note any action items  Person Leading Work or Contractor Supervision

Observations of on-site JSA
Observation of the on-site JSA process is time-consuming, and should only be conducted by individuals with
demonstrated competency (e.g. SME, experienced HES personnel, etc.). Therefore, this process requires a
significant commitment of resources to be successful.
Observations should be performed consistently, using a standardized form to focus observers on JSA
development and execution. The following elements are critical to a successful observation:
 Identify specific jobs to be observed (high-risk, non-routine, incident history, etc.)
 Gather background information
 Schedule to observation with the work team
 Establish a relationship with the Supervisor and work team
 Get oriented to the job
 Confirm the major job steps
 Identify the hazards
 Identify the mitigations/controls
 Review the JSA form
 Observe the pre-job meeting and communication
 Observe the work
 Provide feedback to the supervisor and work team
 Document the observation
An example of an observation form can be found on the following pages.
24
U&G – Hazard Analysis Procedure
Current SBU Risk List Safety Observation Form—Revision 4.2—7/12/10

Risks & Key Behaviors Yes No Comments (If “No,” record why) General Information
Risk: Observer: Who is working? Work Task Being Observed:

 Contractor:
Observation Date:  Crew Pusher:
 Permit Approver:
Duration of Observation:  CVX Employees Permitted Job? Y 
N
Site Location:  Plant  Names of SSEs Present : Target Hazard(s):
Risk: Field
Name of Mentor Assigned:
Number of people observed:
Part 1: Quality of Pre-Job Safety Planning (How well did the crew prepare
before starting the work?)
Based on your DIALOGUE with the Based on your REVIEW OF THE
work crew: JSA document:
Risk:
If a No, explain the GAPS: If a No, explain the GAPS:
1. Steps  Y  Missing: Y  Missing:
Identified N N
?
 Too general  Too general
 Not in sequence  Not in sequence
 Other:  Other:
Risk:
2. Hazards  Y  Missing: Y  Missing:
identified N N
(for steps
identified)  Too general  Too general
?  Not in sequence  Not in sequence
 Other:  Other:
3. Mitigation  Y  Missing: Y  Missing:
identified  N  Too general N  Too general
(for
hazards  Not in sequence  Not in sequence
identified)  Other:  Other:

U&G – Hazard Analysis Procedure
Part 1: (CONT’D.)
Part 3: Ensure Update of Pre-Job Planning When Scope or Conditions
4. Additio  Dialogue with  JSA covered wrong  Crew began work Change
nal Y random crew job before writing JSA
 JSA was not written  Steps, hazards &  Y  N Did scope or conditions change during or before your observation? If yes:
 members
N confirmed  JSA written but not mitigations not  Y  N Did the crew(s) modify the written JSA form appropriately before you
available correlated coached or questioned them?
shared
 Canned JSA missing  Crew member
understanding of  Y  N Did the crew(s) discuss the changes? (Steps, Hazards, Mitigations)
site-/job-specific signature missing on
the steps, information JSA Part 4: Additional Questions Regarding the Crew or a Crew Member
hazards &  JSA covered too much  Other:  Wasn’t focused on the job (state of mind)  Had to use SWA
mitigations (i.e., work  Lacked knowledge or skill related to the job  Did not use the Hazard ID Wheel in their
consistency in  Job inadequately task or correct use of tools/equipment pre-job safety planning
responses) scoped (training)  Roles and responsibilities weren’t clear
Part 2: Adherence to Pre-Job Safety Planning  Missing necessary tools or equipment for this  Failed to communicate appropriately with
job each other or with other crews also working
(How well is the crew following their safety planning during the work?)
 Unfamiliar with or not following procedures
Did they related to this job
Did they mitigate
perform the Did they Part 5: Follow Up for Observer
this step anticipate Did mitigate
What job based on d hazard unplanned the 1. What good ideas or Best Practices emerged from this observation?
step(s) did their pre- effectively hazards unplanned Categories to check:
you planning? ? occur? hazard?
observe? Y or N Y or N Y or N Y or N 2. Did you/will you provide feedback to the Permit Approver?  Y  N
 Missed hazard:  R+:
 ∆:
 Missed mitigation: 3. What feedback needs to be shared with contractor company?

Categories to check:
 Missed hazard:
 4. What action items do leaders need to take, based on this observation?
 Missed mitigation: Categories to check:
 Missed hazard: 5. Have you observed this Crew Pusher before?  Y  N

If Y, are the behaviors you coached on previously performed correctly now?  Y  N
 Missed mitigation: 6. What talking points can you share at a morning meeting? (Notation, not for database.)


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Chevron Pipe Line Company – Hazard

GUG Version 1.5 [June 2012]

2 CPL Version 2.0 [effective January 1, 2013]

1.0 Purpose and Objectives

CPL Version 2.0 [effective January 1, 2013] 3

1.3 Terms and Definitions

1.4 Roles, Responsibilities and Training Requirements

4 CPL Version 2.0 [effective January 1, 2013]

1.4.1 Initial Training

2.0 Standard Instructions

Table 1. Summary of Hazard Analysis Methods

CPL Version 2.0 [effective January 1, 2013] 5

Analysis When to use Intent Format

2.1 Performing a Planning Phase Hazard Analysis

6 CPL Version 2.0 [effective January 1, 2013]

2.1.1 Identifying the Task

2.1.2 Forming the Analysis Team

2.1.3 Breaking-down the Task

2.1.4 Identifying Potential Hazards

CPL Version 2.0 [effective January 1, 2013] 7

2.1.5 Developing Control Measures

2.2 Perform an On-site JSA

8 CPL Version 2.0 [effective January 1, 2013]

2.2.2 Completing an on-site JSA involves the following activities:

2.3 Performing a Personal Hazard Assessment

CPL Version 2.0 [effective January 1, 2013] 9

2.4 Monitoring Effectiveness

2.4.2 JSA Document Reviews

2.4.3 JSA Observation Reviews

10 CPL Version 2.0 [effective January 1, 2013]

3.2 Retention Requirements

4.0 Document Control Information

Next Approval Due February 2012

4.1 Document Change History

Table 3. Document Change History

27 February 2008 1.0 Initial release of Global Upstream process

5.0 Document List

Table 4. Document List

CPL Version 2.0 [effective January 1, 2013] 11

Procedure/Attachment Title File Name

12 CPL Version 2.0 [effective January 1, 2013]

CPL Version 2.0 [effective January 1, 2013} 13

14 CPL Version 2.0 [effective January 1, 2012]

CPL Version 2.0 [effective January 1, 2013] 15

16 CPL Version 2.0 [effective January 1, 2013]

CPL Version 2.0 [effective January 1, 2013] 17

CPL Version 2.0 [effective January 1, 2013] 19

In order to identify personnel capable of progressing to a higher level of competency, observations

CPL Version 2.0 [effective January 1, 2013] 21

22 September 2011. Revision 1.4.

Document Observation – Immediately after the Observation

CPL Version 2.0 [effective January 1, 2013} 23

An example of an observation form can be found on the following pages.

Current SBU Risk List Safety Observation Form—Revision 4.2—7/12/10

Risk: Observer: Who is working? Work Task Being Observed:

CPL Version 2.0 [effective January 1, 2013} 25

 Missed mitigation: 3. What feedback needs to be shared with contractor company?

 Missed hazard: 5. Have you observed this Crew Pusher before?  Y  N

CPL Version 2.0 [effective January 1, 2013} 26

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