swp permit to work guidelines

Permit to Work GOM Procedure

Revision 2.1 11 November 2014

Company Confidential

2011 by Chevron Corporation

This document contains proprietary information of Chevron Corporation. Any use of this document without express, prior, written permission from Chevron Corporation and/or its affiliates is prohibited.

Company Confidential

GOM Permit to Work

Permit to Work

1.0 Introduction A permit to work (PTW) system is a mechanism to identify, communicate, mitigate and control hazards associated with work that has the potential to adversely impact health, the environment and safety. This procedure defines the U&G requirements for permit to work. Refer to the Permit to Work Procedure Workflow Diagram for a visual depiction of this procedure. The U&G written Permit to Work Procedure includes the following elements:

General permit to work Specialized permits Work plans

Self-permitting is never allowed. This procedure applies to work performed by Chevron employees and their delegates and contractors within Chevron Upstream and Gas.

2.0 Procedure It is the Person Managing Control of Works (PLW) responsibility to ensure that permits (general and specialized) and/or work plans are generated in conformance with this detailed procedure. The Person Managing Control of Work (PLW) is responsible for ensuring that permit/ work plan conditions are communicated, work is conducted in accordance with permit/work plan conditions and permits/ work plans are closed. Note: It is optional for SBUs to use the U&G permit forms. SBU specific permit forms must contain at a minimum all information specified on the U&G permit forms. Step 1: Use the Table 9 below to identify when a permit and/or work plan is needed.

Table 9. Determining When a Permit/Work Plan is Required

Permits/Work Plans are Required Under the Following Circumstances

Examples (including but not limited to)

Work has a significant potential for injury, incident or loss of containment. (Permit(s))

Work involving breaking into a line, equipment or vessel

Specialized work (e.g. confined space entry, hot work, excavation, diving, complex lifts, etc.)

Work identified through historical incidents as having medium/high hazard potential. (Permit(s))

Vacuum truck operations involving highly volatile liquids and/or other flammable, explosive material

Work requiring fall protection

Transfer of work and responsibility from one group to another. (Permit(s))

Transfer of work between crafts/trades Transfer of work between contract

companies Transfer of work between contract

11 November 2014. Revision 2.1 1 Printed 24 March 2015. Uncontrolled when printed. GOM_Permit to Work.docx Company Confidential

GOM Permit to Work

companies and Chevron

Simultaneous operations (SIMOPs). (Work Plan(s))

Operations and maintenance activities taking place in the same area

Construction and operations activities taking place in the same area

Production and drilling operations taking place at the same location

Upon request. (Permit(s) and/or Work Plan(s))

Area Controller Person Managing Control of Work(PLW) Any member of the work team

Step 2: If required per Table 7 in the U&G Hazard Analysis Procedure, conduct a planning phase hazard analysis (PPHA). Step 3: If required per Table 9, generate a general work permit per the instructions listed below.

1. Document the work to be performed in a language(s) that is appropriate for the work team, including but not limited to:

a. Short description of the work to be performed. b. Description of the equipment to worked on. c. Date the work will be performed. d. Location where the work will be performed. e. Name of the person(s) requesting the work. f. Permit duration (not to exceed a 16 hour period without revalidation). g. Revalidation period (if a permit is revalidated). h. PPHA reference number, if required (i.e. document the PPHA number

on the permit or attach the PPHA). i. List of operating, maintenance and/or drilling & completions

procedures that are required for the work activity to be performed, if required.

j. List of special work permits and/or documented work plans that are required for the work to be performed.

k. Identify the need for any special equipment (e.g. crane, heavy motorized equipment, etc.) or tools.

l. Describe any SIMOPs activities taking place. m. Describe gas testing needs if applicable (i.e. testing frequency, identify

gasses that must be tested). n. Describe if additional personnel are required (e.g. Subject Matter

Experts, electrician, additional work team members, etc.).

Step 4: If required, generate specialized work permits per the instructions listed below. 1. Document the work to be performed in a language(s) that is appropriate for

the work team, including but not limited to: a. Short description of the specialized work to be performed. b. Date the work will be performed. c. Location where the work will be performed. d. Permit duration (not to exceed a 16 hour period without revalidation

except when an emergency response has been activated). e. Revalidation period (if a permit is revalidated). f. General permit to work reference number (i.e. document the PTW

number on the specialized permit and attach the specialized work permit to the general work permit prior to issuing the work pack).


GOM Permit to Work

g. Identify the need for any special equipment (e.g. crane, heavy motorized equipment, etc.) or tools.

h. Describe any additional needs (e.g. Subject Matter Experts, Entry Watch, Fire Watch, rescue plans, emergency equipment, Dive Tenders, etc.).

i. Describe any other information required per the applicable U&G MSW Standards (e.g. Commercial Diving Standard, Confined Space Entry Standard, Hot Work Standard, etc.).

Step 5: If required per the U&G MSW Standards generate work plans (i.e. Lift and SIMOPs Plans) per the instructions listed below.

1. Document the plan in a language(s) that is appropriate for the work team, including but not limited to:

a. Short description of the specialized work to be performed. b. Date the work will be performed. c. Location where the work will be performed. d. General and specialized permit to work reference numbers (attach the

work plan to the work pack). e. Identify the need for any special equipment (e.g. technical rescue

equipment, communication equipment, etc.) or tools. f. Describe any additional needs (e.g. Subject Matter Experts, Spotters,

Signalmen, standby personnel, etc.). g. Describe any other information required per the applicable U&G MSW

Standards (i.e. Lifting & Rigging Standard and SIMOPs Standard). Step 6: All permits and work plans must be approved per the instructions below, prior to beginning work.

1. SBUs must maintain a documented list of all personnel authorized to approve permits and work plans (including a list of Authorized Remote Permit Approvers).

2. Work plans must be acknowledged and approved, via wet signature, by the roles listed below and in the following order:

a. SIMOPs plans must be developed with the SIMOPs Representatives and the SIMOPs Controller (at a minimum). i. Acknowledged by the onsite Person Managing Control of Work

(PLW). ii. Acknowledged by the SIMOPs Representatives. iii. Approved by the SIMOPs Controller.

b. Lift plans must be developed by and/or reviewed by a Competent Person. i. The Competent person must sign the plan.

3. Specialized work permits must be approved, via wet signature (if using the Permit to Work IT Tool electronic signature is acceptable), by the roles listed below and in the following order:

a. If required, SME (e.g. hot tapping, diving, etc.). b. Permit Approver. c. Onsite Person Managing Control of Work(PLW)

4. General work permits must be approved, via wet signature (if using the Permit to Work IT Tool electronic signature is acceptable), by the roles listed below and in the following order:

a. Permit Approver. b. Onsite Person Managing Control of Work(PLW)


GOM Permit to Work

c. If required, high level Chevron manager (e.g. hot tapping, hot work while diving, use of explosives while diving, diving in a confined space, entry into inert atmospheres, etc.).

5. Permits and work plans that are approved remotely (e.g. via telephone, handheld device, electronic PTW system, etc.) must meet the following additional requirements:

a. The onsite Person Managing Control of Work (PLW), responsible for generating permits and work plans at the remote location, must be trained and qualified as a Permit Approver.

b. The Authorized Remote Permit Approver (i.e. not located at the immediate worksite) must be knowledgeable about the worksite location and the type of work being conducted.

c. The onsite Person Managing Control of Work (PLW) must document the date and time approval is received and the name of the Authorized Remote Permit Approver on the permits (in the permit approver section) and work plans. Self permitting is never allowed.

Step 7: Issue the work pack (e.g. permits, work plans, hazard analysis documents, etc.) to the onsite Person Managing Control of Work (PLW).

Step 8: Use the standardized U&G Job Safety Analysis (JSA) form to conduct a documented onsite JSA immediately prior to performing work per the instructions listed in the U&G Hazard Analysis Procedure.

The JSA must be maintained onsite with the work pack.

Step 9: Implement/confirm isolations and barriers, if required, in accordance with the appropriate U&G MSW standard(s) (e.g. Isolation of Hazard Energy Standard, Work at Height, etc.).

Note: When implementing isolations in an area with a potentially hazardous atmosphere, gas testing must occur prior to isolating, in accordance with the U&G Portable Gas Detection Standard.

Step 10: Conduct gas testing must be conducted immediately prior to beginning work, if required, in accordance with the U&G Portable Gas Detection Standard.

Step 11: Review and communicate the JSA, permit and work plan conditions to the entire work team (in a language that is appropriate for the workforce).

Step 12: Conduct work in accordance with the conditions described in the permits, work plans and hazard analysis documents.

While conducting work, a copy of the work pack (including applicable JSAs, general work permit, specialized work permits and work plans, etc.) must be maintained onsite and in a central location/control room (if available).

1. Work must be monitored by the work team and the onsite Person Managing Control of Work (PLW) to ensure work is being performed safely and in accordance with the permit/work plan conditions.

2. Permits must be re-validated on site via wet signature by the Person Managing Control of Work(PLW) (reason for work stoppage and new validity period must be documented), except in emergency response situations, before work can continue when:

a. The Person Managing Control of Work (PLW) becomes unavailable. Work must stop until a new Person Managing Control (PLW) of Work is onsite and has revalidated the permit conditions, via wet signature.


GOM Permit to Work

b. Previously undocumented unsafe conditions are recognized. i. Work must be stopped, unsafe conditions must be mitigated and

the Person Managing Control of Work (PLW) must revalidate the permit conditions, via wet signature.

c. Safety concerns are raised by any worker. i. Work must be stopped, unsafe conditions must be mitigated and


d. Established permit conditions are exceeded. i. Work must be stopped, unsafe conditions must be mitigated and


e. Facility emergency alarms are activated. i. Work must stop until the worksite has been deemed safe. ii. Permit conditions must be revalidated, via wet signature, by the

Person Managing Control of Work (PLW). f. Events from an adjacent location(s) occur that can potentially impact

work. i. Work must stop until the worksite has been deemed safe. ii. Permit conditions must be revalidated, via wet signature, by the

Person Managing Control of Work (PLW). g. The work site is left unattended for any period of time.

i. The Person Managing Control of Work (PLW) must revalidate the permit conditions, via wet signature, prior to work resuming.

h. Work exceeds the 16 hour permit validity period. i. Work must stop. ii. Permit conditions must be revalidated. iii. A new 16 hour validity period must be established on the permit. iv. Permit must be re-approved, via wet signature, by Person

Managing Control of Work (PLW). i. Work site conditions change at the work location (e.g. severe weather,

housekeeping, etc.). i. Work must be stopped until the documented permit conditions are

restored and revalidated, via wet signature, by the Person Managing Control of Work (PLW) or;

j. Work team member(s) change (e.g. 1 work team member changes, 3 work team members change, etc.) i. The new work team member(s) must be briefed and must sign

onto the JSA prior to the new work team members beginning work. k. An injury, incident or near miss occurs at the work site.

i. Work must stop until the worksite has been deemed safe. ii. Permit conditions must be revalidated, via wet signature, by the

Person Managing Control of Work (PLW). l. If the scope of work changes (e.g. introduction of additional work

steps, equipment and/or SIMOPs activities, etc.), permits must be cancelled. i. Work must be re-evaluated per the U&G Hazard Analysis

Procedure. ii. New permits must be developed and issued.

Gulf of Mexico Note: In addition to the PLW, the permit approver must also approve any revalidations or re-approvals via verbal or written signature.


GOM Permit to Work

** Note: Work will be periodically observed and verified by MSW Group 3 leaders in accordance with the U&G MSW Leadership Engagement Procedure.

Step 13: Upon completion of work, the onsite Person Managing Control of Work (PLW) must inform the Permit Approver that work is complete and:

1. Control devices have been removed (e.g. isolations, barricades, etc.). 2. Equipment has been returned to service. 3. The worksite has been returned to normal operating conditions. 4. A work closeout discussion with the work team has been conducted and

documented (including lessons learned) on the onsite JSA. 5. Work permits must be closed, via signature, by the roles listed below and in

the following order: a. Person Managing Control of Work (PLW). b. If required, SME (e.g. hot tapping, diving, etc.). c. Permit Approver.

6. Permits that are approved remotely (e.g. via telephone, handheld device, electronic PTW system, etc.) must be closed per the following:

a. The Authorized Remote Permit Approver (i.e. not located at the immediate worksite) must be notified that work is complete.

b. The onsite Person Managing Control of Work (PLW) must document the work closure notification date and time on the permits.

Work pack documents must be retained for the period of time specified in Table 5 in the MSW Process Section 8.0 (Critical Information Table).

Titles and Roles within Permit to Work Systems

Generic Title SBU-Specific Title Role

Permit User Person Performing Work or one who represents those performing work.

Person(s) performing work

Permit Approver OS, OIM, DSM, WSM, or the Designee

Approver of a permit

Person Managing Control of Work

Person Leading Work

(PLW)

Person in charge of the work PLW Roles and Responsibilities Poster

SWP PLW Handbook 2011

Area Controller Operations Representative

Person responsible for the equipment in the area where the work is to be performed

3.0 Terms and Definitions Link to be updated


Permit to Work GOM Procedure1.0 Introduction2.0 Procedure3.0 Terms and Definitions Link to be updated

swp permit to work guidelines

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