2014 MCBU Managing Safe Work

Refresher Training

Hazard Analysis

Hazardous analysis is a procedure for workplace hazards assessment that gives

consideration to potential hazards associated with performing work and a particular task,
including hazard identification, mitigation, control and communication.

A hazard analysis must be performed prior to the initiation of work in order to:

identify anticipated hazards and plan mitigations

ensure that the right number of people, skill sets, equipment and PPE are included in the work
plan

identify the types of permits required to do the work

use as a starting point for the onsite JSA

Planning
Phase

Permitting
Phase

Hazard
Analysis

Job
Safety
Analysis
(JSA)

Implementing
Phase

Think
Incident
Free
(TIF)
2

Job Safety Analysis

Job Safety Analysis is is a procedure for workplace hazards assessment that gives
consideration to potential hazards associated with performing work and a particular task,
including hazard identification, mitigation, control and communication.

A Job Safety Analysis (JSA) must be performed prior to the initiation of work in order to:

involve the work team to make sure that the people doing the work understand the tasks,
hazards and mitigations

address onsite conditions on the day of the work

ensure mitigations are in place

Verify the work team has proper skill level and tools
Planning
Phase

Permitting
Phase

Hazard
Analysis

Job
Safety
Analysis
(JSA)

Implementing
Phase

Think
Incident
Free
(TIF)
3

HA/JSA for Non-Permitted Work

Eliminate
Detailed
enough to
give a good
picture

Clear, start to
finish steps
for the task

Physical
conditions

Environment
al factors
Actions or
behaviors

Substitute
Contain
Reduce
Exposure

PPE

Conduct additional reviews if:

1. Job scope changes significantly

2. New personnel are added to the work crew
3. Site conditions change beyond those originally identified

4. A near miss, incident, or other work stoppage occurs

5. A concern is raised as the result of a personal hazard assessment
6. Following the work, review the activity and lessons learned for
continual improvement.

Think Incident Free

Think Incident Free is another tool in our toolbox to assist with the State of mind, planning
training and utilizing proper tools and equipment.

Think Incident Free is utilized to:

Ensure that the worker is looking for hazards while they are doing the work

Prompt workers to think before they act

Support Stop Work Authority and Tenets of Operation

Planning
Phase

Permitting
Phase

Hazard
Analysis

Job
Safety
Analysis
(JSA)

Implementing
Phase

Think
Incident
Free
(TIF)
6

Why Managing Safe Work?

Managing Safe Work is a process that provide the following four

Cs
Control Establishes Chevrons presence in the field.
Communication Provides for face to face communication with our Coworkers and Contractors (we are on the same page).
Consistency Provides for a systematic and consistent method for
providing safe work across our opcos.

Continual Improvement Provide for a mechanism for improving our work

processes.
Bottom line .when followed, keeps our employees and contractors safe !

Roles and Responsibilities

Permit Approver to review the HA/JSA with the work crew:

Are major steps of the job captured?

Are hazards identified?

How will the work crew eliminate or mitigate?

Approve all permits after walking through the job with the crew.
Permits shall be written for one shift only (12 hour max may be extended by 4 hrs.).
Ensure all relevant permits are completed and reviewed by entire work crew.

Agree who will be the Site Checker and communicate to the individual their responsibility
to monitor and verify that work is being carried out as planned and authorized.

Discuss with crew how to address changes in condition (SWA, contact Permit Approver).

Ensure permits are available at the work site.

Upon completion of work, close out and forward to respective Safety Specialist (retention

period is 1 year for a general facility or 3 year for a PSM Facility).

When completing a PTW any box, line or space left blank indicates the Permit Approver

and all affected persons have evaluated the job and the blanks are Not Applicable to the
job.
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Permit to Work
A Permit to Work is required:

Any time a Specialized work permit is required (Hot Work, Confined Space, Isolation of
Hazardous Energy, Excavation); or

When Work (including maintenance) has significant potential for injury, incident or
environmental release or risk that has been identified by incident history.

When there is a transfer of work and responsibilities from one group to another; or

When communication across more than one area, group, or technical type is required to
accomplish the task; or

If the Area Controller determines permit is required or is requested by any work team
member; or

Prior to erecting or dismantling scaffolding; or

For any crane lifts that are blind, complex, complicated or heavy; or

Any time work is necessary within 10 feet of energized overhead power lines.
MCBU D&C does not utilize the PTW as a General Work Permit.

Example: Painting of handrails or using a forklift to move materials on the drill/ well site.
9

All Required Permits General Information

Competent personnel shall initiate and prepare the Permit to Work and
associated specialized permits. Preparation of the permit documentation
should include a discussion with the Permit Approver on work scope, safe
work practices and necessary permits.
Individuals cannot self-issue a permit; that is, the same person cannot act
as Area Controller or Permit Approver, and be a Work Team
Leader/Permit User at the same time.
Upon completion, the signature of Work Team Leader and then the
Approver confirming that the work has been completed properly and the
permit can then be closed out.

10

Steps to complete the Permit to Work Hazard

Identification
Physical Hazards

11

Steps to complete the Permit to Work

Emergency Procedures
Where applicable attaching a JSA to the PTW form is an acceptable
alternative to completing the HA/JSA section of the PTW. The PTW form
must indicate that the JSA is attached.
Where applicable signatures on the attached JSA are acceptable as long
as the attached JSA with signatures is noted on the PTW form. There is
no need to sign the PTW and the attached JSA. A single signature is
adequate.

12

Changes and Conditions

Change in Conditions
When the authorizing personnel for an existing Permit to Work (e.g.,
Permit Approver, Area Controller, Work Team Leader) becomes
unavailable (through crew change, reassignment to other job duties,
illness, etc.), the Permit to Work is considered invalid until a replacement
signature can be obtained. Personnel new to the job site must be briefed
on the JSA and applicable permits prior to sign-off. The replacement
signature assumes all responsibilities of the previous signature.

13

Monitoring and Verification

Monitoring and Verification

The Site Checker shall monitor and communicate that work is being
performed safely and consistent with the permit conditions at least once
per shift and sign the permit.
Site Checker - A competent individual who is assigned responsibility to
verify work-site activities are in compliance with permit conditions
during normal activities.
As an employee or contractor for Chevron, we are responsible and
authorized to stop any work and initiate any corrective actions.
If changes in operating conditions occur that may require modifying
permits or stopping work, the Site Checker shall notify the Permit
Approver

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Completion of Permit to Work

Completion of Permit to Work (also specialized permits)

Upon completion, signature of Work Team Leader and then the Approver
confirming work has been completed properly and the permit can be
closed out.
Note: an annual documented permit review shall be conducted, including
extended, suspended and cancelled permits.

15

Guideline for completing the Permit to Work form

Work Completion
The Work Team Leader will return the permit and related documents to
the Permit Approver when the work is complete.
The Permit Approver or designee shall review the jobsite to ensure the
following:
The job site has been left in a safe, clean and orderly condition.

The work performed meets the required scope and specifications.

The Permit Approver or designee shall sign and date the permit to
acknowledge that the above conditions have been met.

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Todays date
Names & Numbers of
who you will call in an
emergency

Chevron USA
Replace pump
XYZ Co.

8:00 am

11:00 am

1123459

hydrocarbons

MCBU Permit to Work

snakes

cotton

Evacuation diagram
can be drawn here or
you can check see
attached JSA.

Joe Pumper
Head Roustabout
Joe Pumper

Crew Member

Mid-job

Head Roustabout
When received review, sign, date and forward to local HES Specialist

17

18

Permit Cancellation

Permit Cancellation
Work must be stopped and the permit canceled under any of the
following conditions:
Change of entire work crew
Change of work team leader

No qualified Entry Watch is designated for confined space entry

Change in job site conditions, such as a leak or a spill in the area, an alarm, or
the established permit conditions were exceeded
Serious injury, incident or near loss at the job site

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MCBU Excavation / Dig

Plan

MCBU Dig Plan Review

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Steps to complete MCBU Excavation Dig Plan

Above ground services and buried electrical line(s) have been identified,
isolated/de-energized, or hazards mitigated as appropriate.
For overhead power lines, utilize
goal posting/barriers (PVC pipe and
flagging or equivalent) to increase
awareness of the overhead power lines.
Goalposts should be erected on both
sides and parallel to the power lines at a
distance of 10 ft. Additionally Danger
High Voltage Overhead Power lines
signs should be posted directly under
the goal posts.

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Steps to complete MCBU Excavation Dig Plan

All lines that come within 10 ft. of the dig/bore shall be shut in and depressurized
(e.g. production flow, trunk line). Use hydrovac or shovels to daylight the location
of the following:

Known lines that have been marked where they come within 10 ft. of the dig path.

Lines identified by One Call which have not been located by the operator.

Known buried lines or equipment where the location has been verified.

The Emergency Response Plan is completed and available on location.

Note: If damage (e.g. leaks, breaks, dents, gouges, etc.) to these subsurface installations is
discovered, work will immediately be stopped. Immediate notification (e.g. supervisors,
utility companies, emergency response personnel, etc.) will occur if damage is
discovered.

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MCBU Excavation Permit - Review

24

Steps to complete the Excavation Permit

The MCBU Excavation Permit and MCBU Permit To Work shall be

completed:
a) If removing soil with power tools or any digging below 5 ft., Appendix E MCBU Excavation Digging Procedure has been consulted and Appendix
G: MCBU Excavation Permit used.
Dig Plan developed during the hazard analysis phase, or the MCBU Excavation
Digging Waiver is in place.
The Excavation Permit is to be utilized for validating the MCBU Excavation Dig
Plan.

The MCBU Excavation Dig Plan is to be revalidated each day

b) Before breaking surface for excavation less than 5 ft with personnel entry
where hazard determination by competent person requires providing a
Protection System; or

c) It is anticipated that the controls prompted by a specialized work permit

are necessary to manage the risks of the excavation

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Excavation Permit

The contractor will need to do a thorough sweep of the excavation /

trench line with a line locator for identification of unknown lines
before the work begins.
The person(s) identified to locate underground lines is/are to be trained
and competent or qualified in the operation of the locating equipment
being used.

Any lines identified with the method of Double Ditching should be added
to the line crossing spreadsheet in the MCBU Excavation Dig Plan.

NOTE: Double Ditching -- While digging or boring, an equipment operator

excavates 18 inches deep along the excavation/trench line and looks at the
dirt to see if there is a change of color that indicates there is a possible line
crossing at that point.

26

Steps to complete the Excavation Permit

On-site change in conditions Stop Work Authority to be initiated and
mitigated

Are new tools, different techniques or other procedures required to execute this job?

Are additional tasks required (i.e. Specialized Permits)?

Does the work area have different conditions from those considered during the Dig Plan
Hazard Analysis Phase?

Do the process conditions generate additional risks besides those identified in the Dig
Plan Phase HA?

Are there any adverse weather conditions (e.g. wind, rain, etc.) that could change the
excavation and job scope?

Note: Cease all work in the excavation until necessary precautions have been taken to
safeguard personnel. Personnel shall not work above other personnel without adequate
protection for the personnel working at lower levels (e.g. fall protection, scaffolding,
barriers, etc.).

27

Steps to complete the Excavation Permit

Permit Approver: A competent individual who has been trained and

authorized by the company to review and, where applicable, sign and
approve relevant forms. Distinguish if the excavation is defined as a
Confined Space.
Competent Person: This person is capable of identifying existing and predictable
hazards in the surroundings, or working conditions which are unsanitary,
hazardous, or dangerous to employees, and who has authorization to take prompt
corrective measures to eliminate them.

It is the responsibility of the Permit Approver over the digging or boring activities to
ensure that each person on the job site is focused on incident Free Operations (IFO):
Review the Dig Plan / Permits

The Excavation Permit will validate the Dig Plan pre-excavation hazard analysis, line location, and that job
scoping (Dig Plan) has been completed.

Revalidate the Dig Plan prior to the start of work each day. If there are identified gaps utilize Stop Work and
follow Tenets of Operation.

Review the HA/JSA with the work crew:

Are major steps of the job captured, hazards identified and controls/mitigations in place?

Is entry necessary? Ensure people entering an excavation are protected.

Was gas testing performed by a QGT with properly calibrated equipment?

28

Steps to complete the Excavation Permit

A competent person shall conduct inspections

Before the start of each shift
To ensure that the Permit to Work is in place
As dictated by the work being performed in the excavation
After every rainstorm

After other events that could cause increased hazards, such as windstorm,
earthquake, dramatic change in weather, etc.
When fissures, tension cracks, sloughing, underground cutting, water seepage,
bulging at the bottom, or other similar conditions occur
When there is a change in the size, location, or placement of the soil pile
When there is an indication of change or movement in adjacent structures

After any event that may damage protective equipment

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MCBU Isolation of Hazardous

Energy

Definitions

Positive Physical Isolation (may also be referred to as Daylighting, Air

Gapping or Misalignment in some locations)

A state where the equipment is positively separated from the hazardous energy
and toxic substance by use of one of the following methods:
Removal of a section (spool) of piping and isolation with blind flanges
Disconnection and or physical removal of a circuit breaker and grounding
(earthing) the system.
Removal of mechanical couplings
Use of spectacle blinds

Use of spade/skillet blinds with spacers

Zero Energy State The maximum protection against unexpected

movement or activation of equipment or machinery, release of stored
pressure, or flow of liquid or gas when maintenance or repair is performed.
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Authorized Person
The authorized person:

Knows the scope of work and procedures to be followed, AND

Can shut down, de-energize or otherwise releases hazardous energy from
equipment as required, which may include draining and purging, AND

Is an individual who understands the Equipment Isolation Procedure, AND

Can stop the work if unsafe conditions develop, AND
Can help develop procedures for safely working on energized or partially
energized equipment for testing and/or trouble-shooting purposes.
The authorized person or persons are the ones doing the work and in the
PTW process they are the ones receiving the permits.

32

Craft Locks, Supervisor Locks or Site Manager Locks

MCBU allows the additional application of different colored

Equipment Isolation locks to the Primary Energy Sources and or the
Lock Box.

They are used as a second control device for equipment or

environmental protection.

They should be used with a blue Do Not Operate tag

They are not to be used as Personal Isolation Devices.

They may also be recognized as a Facility, Workover Rep or Craft

Locks

They do not change the expectation of Blue Lock first on and last off.

They do not change the expectation of IHE.

33

The IHE Permit and Permit to Work (PTW)

The IHE Permit is required unless ALL of the following are true:

Equipment has a single energy source which can be readily identified and isolated

The isolation and locking out of that energy source will completely de-energize and de-activate the
equipment

The equipment remains isolated and de-activated during service and/or maintenance

A single lockout device will achieve a locked out condition

The lockout device is under the exclusive control of the authorized personnel performing the service or
maintenance

The servicing or maintenance of the equipment does not create hazards for other personnel.

Additional Permits may also be required depending on the nature of the work (i.e., hot work, confined
space entry).

Note: A Blue Operations Lock is always required on the primary isolation point or
points.
MCBU D&C does not require contractors to utilize Operations Blue Locks when they are
performing IHE on their own equipment.
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IHE Equipment Isolation Procedures (EIP)

These FMT/Facility specific procedures shall include:

These procedures are required for all equipment that requires annual (or
more frequent) maintenance or repair.
A specific statement for the intended use of the procedure for the
particular model of equipment the procedure is written for)
Steps to shut down, de-energize, isolate, depressurize, purge, ventilate,
drain, flush, lock/tag and start up the equipment. Diagrams or procedures
shall be readily available to identify isolation points.
Such procedures must be documented, approved by management prior to
use.
These equipment isolation procedures shall be properly maintained and
readily available for use.
EIPs require annual review.

35

36

Acceptable IHE Points

Specific butterfly valve applications will require additional hazard identification and
mitigations as approved in writing by Operations Supervisors, WSM's, DSM's and
Facilities Reps.

Blind, Skillet or Blank

A single block valve may be used as an Isolation point if the valve is.

Properly maintained and being used in the proper service and

Verified that it is rated for the pressure involved and

Verified that it is holding and shows no signs of leakage.

NOTE: A single block valve is not an acceptable positive physical isolation for jobs that involve
Confined Space Entry and Hot Work. Blinding or air gapping shall be used for these processes.

37

How to use the Lock Box (employee)

A single designated authorized employee shall:

Be responsible for the control of all energy sources affecting the group of workers,
AND
Complete an MCBU Isolation Permit, AND

Will affix Black IHE locks and completed Red IHE tags at each of the identified
energy control points. (Date and re-validate each day)

Each Authorized employee (worker) associated with the task shall:

Verify the IHE Process was complete.

Verify isolation points have been locked and tagged out.

Apply their Red personal lock and Red tag on the lock box.

During all IHE operations, where a Lock Box is used, each employee performing
work shall affix a personal Red IHE lock & tag to the Lock Box when they begin
work and remove their Red IHE lock when they stop work.
Workers may remove their personal Red locks from the lock box only after they
have completed their service or maintenance work on the equipment.

Locks and tags shall not be removed except by the persons who installed them.
38

Procedures for Contractors or

Outside Personnel
Contractors shall be informed on facility isolation procedures,
including permit procedures and shall conform to all such
requirements.
Each contractor shall use his or her own lock on the equipment or
isolation lock box.

MCBU IHE tags and IHE Permits shall be used by contractors.

Contractors may use their IHE tags and IHE Permits in addition to the
MCBU IHE tag & permit if the contract company requires it.

39

Isolation of Hazardous Energy - New Blue Language

Recording Lockout Tagout Points

When Chaining Multiple Isolation Points with one common chain,
each isolation point shall be listed on the IHE Permit. This is not a
single isolation point.

Note: It is the Permit Approvers responsibility to ensure all isolation

points are isolated and documented on the IHE Permit.

40

Using a chain for multiple isolation points on complex jobs where the chain will not
create hazards. This is convenient as it will reduce the number of locks and
provide the same level of protection.

#1

#3

Chain #4

#2

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42

 Blue locks and tags are placed at the

electrical box and flow line by
Operations.
Black locks and tags are placed at the
electrical box, control panel, and
counter weights by D&C.
Red locks and tags are placed on the
lock box by all persons performing work.

MCBU Confined Space

Entry

MCBU Confined Space Entry

1.

Space large enough and so

configured to allow an employee to
bodily enter and perform an
assigned task, AND

2.

Has limited means for entry and/or

exit, AND

3.

Is not designed for continuous

employee occupancy.

Confined Space Entry Permit

A permit used by the permit approver to grant personnel permission to perform
entry into a confined space. This permit only allows entry into the confined space.
Work activities in a confined space will require a Permit to Work and may
require additional specialized permits.
45

Assessing and Managing Confined Space Hazards

Assessing and Managing Hazards

All confined space entry must be permitted and managed in accordance with the
Upstream & Gas (U&G) - Managing Safe Work Process. The confined space
entry hazard analysis must include at least the following:
The identity and nature of the substance last contained in the confined
space
Chemical: Hazardous atmospheres, gases & vapors (benzene, carbon
monoxide, steam, etc.)
liquids (hydrocarbons, sulfuric acids, etc.)

solids (dust, welding fumes, etc.)

Physical: electrocution risk, heat stress, oxygen deficiency, noise,

naturally-occurring radioactive materials (NORM).
Other: engulfment, entrapment, fall potential, etc.

Pyrophoric Scale can form in tanks which store sulfur containing products.
Other potential hazards may need to be considered depending on the
type of work to be done.
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Assessing and Managing Confined Space Hazards

The types of personal protective equipment required

The types of engineering controls (such as ventilation) required

An arrangement for rescue, first aid and resuscitation

The number of persons occupying the space

The number of persons required outside the space to maintain equipment, to
ensure adequate communication with observation of persons within the confined
space, and to properly initiate a rescue
The structural integrity of the structure
The need for illumination
The state of health, fitness and training of the authorized entrants
Any areas that could trap and later release product or vapor

Any hazardous energy requiring isolation

A rescue plan and the rescue personnel and equipment for each confined space
entry must be in place to rescue personnel who may be in difficulty. See section 5.8
Emergency Rescue.
47

MCBU Confined Space Entry Permit

48

Guideline for completing Confined Space Entry Permit

Gas Testing
Initial Gas Testing
Initial gas testing includes testing for oxygen 19.5-23%, flammable vapor
0%(percentage of LEL) and any toxic gases or vapors, such as hydrogen
sulfide (H2S), as identified in the hazard analysis.
The types of gas testing required are to be based on the historical content
of the confined space. The results of such tests will be used to determine:

If the space is safe for entry

If additional vessel purging will be needed
Which PPE is required for entry
The time limitations for entry into the space

Initial gas testing must be performed outside the confined space prior to
the workers entry and as close as possible to the time work starts. An
extension wand must be used to sample as far into the space as practical.
NOTE: There are additional appendices for information on gas testing.
49

Guideline for completing Confined Space Entry Permit

Gas Testing
Work Delays
Entry must occur within an agreed period of time after the work is
authorized. In all cases, if entry is delayed for 30 minutes past the
allowable time specified in the permit, then gas testing must be performed
again, and the permit must be revalidated before the entry is allowed.

Follow-up Gas Testing

Continuous gas testing must occur unless the type of work to be
conducted does not allow for it. For example, continuous gas monitoring
may not be feasible during water washing of a tank.
Documentation of gas testing must occur at least every four hours.

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Guideline for completing Confined Space Entry Permit

Gas Testing
Fluctuations or Changes in Air Concentrations
Competent personnel must investigate any changes in air concentrations,
because the changes may be an indication of a hazard not considered or a
change in overall conditions
Do not be complacent if fluctuations occur within the acceptable ranges.
For example, while it may be safe to enter when the oxygen content
ranges from 19.5 to 23 percent, a 1.4 percent decrease from the normal
percentage of 20.9 percent oxygen in the air represents a minimum 14,000
parts per million (ppm) increase of another gas. It is imperative to
understand changing conditions to continue managing the risk. Oxygen
depletion and oxygen enrichment must be examined and corrected before
workers reenter the space to ensure that no health or explosion risks
exist.

When a person identifies an unsafe condition, they shall immediately initiate

Stop Work Authority.
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Guideline for completing Confined Space Entry form

Additional Requirements
The requirements of a rescue team (Continued)
Knowledge of PPE required for potential hazards
Knowledge and able to use of communication and gas monitoring equipment
If an offsite rescue service is being considered, the service shall be contacted to
plan and determine their capabilities to respond

A rescue plan shall be in place for every Confined Space Entry

Critical: Never attempt to enter a confined space, even in an emergency, until

help has arrived. Dont try to lift a person out of a hole without help.

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Guideline for completing Confined Space Entry form

Confined Space Classification (U&G Change)
Determination of a Confined Space
Confined Space with Special Hazardous Characteristics (Permit Required)
A space that meets all the criteria of a confined space and has one or more of the
following characteristics:
Contains or has a potential to contain a hazardous atmosphere, or
Contains a material that has the potential to engulf an entrant, or
Has an internal configuration such that an entrant could be trapped; or
asphyxiated by inwardly contracting walls; or by a floor that slopes downward to
a smaller cross-section, or
Contains any other recognized safety or health hazards.

53

Guideline for completing Confined Space Entry form

Confined Space Classification (U&G Change)
Confined Space Entry ( Non-Permit Required)
The act of passing any portion / part of the entrants body through an opening to a confined
space. Entry is considered to have occurred as soon as a body part breaks the plane of the
opening.

Benefits of a non-permit required CSE

The Rescue Team is downgraded to a medical response team
The medical response team is not required to be on site.
A response plan is required and will include how to get the person out of the
space as well as response numbers.

The requirement for a dedicated entry watch is lifted, however

A CSE knowledgeable person must be maintained outside the space during
entry to monitor change in conditions that would require stopping the entry.
This person can have other job duties as long as these duties do not take them
away from the CSE site.

54

Guideline for completing Confined Space Entry form

Classification Downgrade

A confined space with hazardous characteristics (Permit Required Confined Space) may be
downgraded on a case-by-case basis to a confined space entry (non-permitted required confined
space) if the following criteria are met:

Any engulfment risks associated with confined space entry have been eliminated by isolation techniques from
outside the space, AND

All actual or potential atmospheric risks have been eliminated from outside the space, AND

Data has been collected by the entry supervisor and the qualified gas tester from outside the space to
confirm entry conditions have been achieved, AND

The work to be performed inside the confined space will not create any new hazards nor change conditions
identified at the time of entry. (i.e. engulfment, entrapment, un-mitigated atmospheric hazards), AND

The entry supervisor documents the information gathered and the decision process used to downgrade the
permit-required confined space entry to a non-permit required confined space entry.

Note: The only confined space entry conditions which are downgraded when a confined space with special
hazardous characteristics is downgraded to a confined space for entry are the requirements for a Rescue Team
and the requirement for a dedicated Entry Watch.

MCBU D&C will not perform a confined space entry defined as Permit Required.

If hazards cannot be mitigated the DSM/WSM must notify their Superintendent and arrange for a rescue team to be
available.

Availability of a rescue team is based on the hazards within the confined space and the ability of the rescue team
to reach the location and perform a rescue before any injured parties succumb to their injuries. D&C personnel
should consult their HES specialists when determining if a rescue team is truly available to response or not.

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Guideline for completing Confined Space Entry form

Entry of Confined Space
Authorized Entrant
An individual who meets certain competency requirements and is
authorized by the company, by means of a permit, to enter a confined
space.
All authorized entrants have the right to observe any gas
testing/monitoring of confined spaces.
Workers potentially exposed to identified confined spaces in the
workplace shall be informed of their existence, location and potential
hazards (e.g. signage or other effective means of communication).

Excavations that will be entered:

must be evaluated individually to determine whether they meet the
definition of a confined space, AND
if the excavation meets the criteria of a confined space, then a
confined space permit will be required prior to entry.
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Guideline for completing Confined Space Entry form

Entry Watch / Log
Complete Entry Watch and Log
Entry Watch (Attendant)
The person stationed at the entry point of a permit required confined
space whose only duties are to control the entry and exit of personnel, to
monitor the acceptable entry conditions both in and outside the confined
space, to maintain communication with the entrants and to raise an alarm
if any problem should occur.

57

Guideline for completing Confined Space Entry form

Entry Watch / Log
An Entry Watch shall be onsite at all times when personnel are in the
confined space.
A. The Entry Watch must maintain an entry log which includes the name of the
entrants and the time(s) they entered and exited the confined space.
B. The Entry Watch may not leave his or her position unless a qualified
replacement Entry Watch is in place.

Workers potentially exposed to identified confined spaces in the

workplace shall be informed of their existence, location and potential
hazards (e.g. signage or other effective means of communication)

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Guideline for completing Confined Space Entry Form

Entry Watch / Log
Confined Space Entry Log
A log must be kept of all persons entering and leaving a confined space.
The log must be posted at the site of entry.
The log must be updated for each authorized entry and exit from the
confined space.

The log must include the time in and time out of each Authorized Entrant
to account for all entrants.

59

MCBU Hot Work

MCBU Definition for Hot Work

Hot Work
Any work activities that introduce a potential ignition source of any kind to the
jobsite in a Classified Area.
Open flame sources include, but are not limited to, activities such as
welding, cutting, brazing, burning and grit-blasting.
Closed flame sources may include battery-operated personal electronic
devices and portable internal combustion engines (those that are not a
properly designed and permanently installed part of the facility).

Driving vehicles into a classified hazardous area, for example, tank

impounding basins, is another source of closed flame ignition.

Disclaimer
MCBU Gas Detection Standard information is promoted throughout this
training and is located in the MSW SharePoint.

61

Designated Safe Hot Work Area

Specific area(s) can be designated to be Safe Hot Work Areas. These

areas must be pre-approved by Management in consultation with
Health, Environment and Safety subject matter experts. These areas
vary from facility to facility, and generally have the following
characteristics:
Do not contain combustible and flammable material within 35 feet of the
area
Free of flammable atmospheres

A safe hot work area is an area that has been assessed and it has
been determined that it does not contain uncontrolled flammable
material nor is there a possibility that flammable material could be
present during hot work.
MCBU D&C only utilizes designated safe hot work areas for cooking
and smoking. The required form must be posted at the SHWA.

Each SHWA must be re-established when moving to a new location.

62

Designated Safe Hot Work Area

Specific area(s) can be designated to be Safe Hot Work Areas. These

areas must be pre-approved by Management in consultation with
Health, Environment and Safety subject matter experts. These areas
vary from facility to facility, and generally have the following
characteristics:
Do not contain combustible and flammable material within 35 feet of the
area
Free of flammable atmospheres

A safe hot work area is an area that has been assessed and it has
been determined that it does not contain uncontrolled flammable
material nor is there a possibility that flammable material could be
present during hot work.
MCBU D&C only utilizes designated safe hot work areas for cooking
and smoking. The required form must be posted at the SHWA.

Each SHWA must be re-established when moving to a new location.

63

Designated Safe Hot Work Area

In addition, a safe work area must be:

At least 50 feet from potential sources of flammable vapors
Such procedures must be documented, approved by management prior to
use.

Hot Work carried out in the designated Safe Hot Work Area does not
require a Hot Work permit, except when hot work is being performed
on equipment which may have contained a flammable gas or liquid.

64

Designated Safe Hot Work Areas

The requirements for this
checklist are found in
5.2 of the MCBU Hot
Work Standard

65

Guideline for the Hot Work Permit form Gas testing

Gas testing results, signature and time

Gas testing by a Qualified Gas Tester is mandatory at any openings and
within any enclosed spaces anywhere below the location where hot work
is being conducted.

08:00
08:30

0
0

22.1
21.3

0
0

BR549
BR549

BF

BF
BF

09:00
66

Guideline for the Hot Work Permit form Acceptance

Acceptance signatures of Permit Approver and Permit Users

confirming understanding of work to be done, hazards involved and
precautions required.

The permit user shall sign the Hot Work permit form before work may
commence.
A HA/JSA/PTW shall be performed prior to initiating work.

67

Guideline for the Hot Work Permit form

Actual Start Time (start of hot work) and Actual End Time (end of
hot work)
The hot work must begin within 30 minutes after the Qualified Gas Tester
has tested the area and cleared it for hot work to start.
Fire Watch must be present where open flame hot work is carried out,
except in designated safe welding areas. Open flame sources include,
but are not limited to, activities such as welding, cutting, brazing, burning
and grit-blasting.
Note: Exclusion: A fire watch is NOT required when the hot work only involves a
non-intrinsically safe device, e.g., camera, cell phone, computer, etc. In these
cases, personnel shall carry a continuously monitoring gas detector.

68

Guideline for the Hot Work Permit form - Revalidation

Revalidation (if required)

Before a Hot Work Permit can be extended, there shall be a valid Permit to
Work in place for the period to be covered by the revalidation
Permit Revalidation
Should site conditions change the Hot Work Permit must be revalidated
before work can be restarted. Revalidation requires the Work Team
Leader and/or the Area Controller to verify that all conditions and
requirements on the permit remain in effect. The work may be resumed
only after the Permit Approver has given approval to restart the permitted
work.
During any non-emergency work stoppage, work site shall be left in a safe
condition for example, non-essential equipment shall be turned off and
secured.

Lightning storm pass through location

69

MCBU Working at Heights

What is Working at Heights?

Work performed when your feet are 6 feet or above where there is a
potential for a person to sustain injury by falling from one surface to
another surface that is not at the same level.

71

Requirements
Scaffolding shall be designed, erected, inspected, labeled and
dismantled by competent, trained persons.
Work-at-height equipment shall be inspected periodically to ensure
that it is safe to use.
Persons wearing fall-arrest systems shall not work alone and shall
use 100 percent tie off.
Rescue Personnel shall be trained and competent and have the ability
to perform their responsibilities. Rescue Personnel shall also have the
correct rescue equipment at the work location.

MCBU D&C requires a PTW to be filled out when man riding with
hoists not certified to lift personnel.
MCBU D&C management approval must be obtained for the use of
any elevated surface other than a man lift or ladder (e.g. scaffolding).
72

Definitions

Fall Prevention
A system designed to prevent a
person from falling. Fall
prevention typically involves the
use of engineering controls,
such as railings.
Fall Protection

A method of mitigating the

effects on a person who has
fallen. Fall protection is typically
accomplished through the use of
fall-arrest equipment.

73

Definitions

100 percent tie off

A control method whereby a person working at height is always
connected to an anchor so that they are protected by their fall-arrest
system or work-positioning system while ascending, descending, moving
point to point, or conducting work activity.

Fall-Arrest System
A system designed to support and hold a person in the event of a fall. A
fall-arrest system usually consists of an approved full-body harness, a
shock absorbing lanyard or short restraining lanyards or self-retracting
lifeline, self-locking snap hooks (or carabineer-type rings) and a number
of secure anchorage points. Body belts are strictly prohibited.
Anchorage Point

An anchorage point is component cast or fixed into a building or structure

for the purpose of attaching a safety line. The anchorage point shall be
certified to withstand 5,000 lbs per employee.
74

Roles, Responsibilities and Training Requirements

Inspection Personnel:
Knows the scope of work and procedures to be followed, documents
scheduled inspection
Verifies proper personal fall protection equipment meets hazard needs

Communicates needed changes in work scope or conditions to their

Supervisor immediately
Verifies that additional work at height equipment (e.g., rescue equipment,
etc.) is being used.
Person Identifying Anchorage Points:
Knows the scope of work and procedures to be followed
Is qualified to identify and verify (e.g. anchorage point testing,
engineering evaluation, etc.) the integrity of the anchorage points
Documents scheduled inspection of anchorage points, and
communicates needed changes to Supervisor immediately
75

Standard Instructions

Working at heights requires

personal fall protection,
special procedures and equipment

shall be performed only by personnel who are trained, equipped and

knowledgeable in performing work at heights.

Where feasible, use fall prevention to eliminate the need for elevated
work through design or facility modifications or through the installation
of permanent platforms with necessary fall prevention provided
(handrails, toe boards, drop bars, etc.).

76

Documentation
Permit to Work
A Permit to Work is required when conducting the following:
Erecting, modifying and/or dismantling scaffolding

Work requiring the use of personal fall arrest systems (e.g.

harnesses, lifelines, etc.)
Other work at height associated with potential risk as identified.

For D & C only-The only exceptions to this requirement are the

Derrickmans tasks of latching and unlatching elevators from the
tubing board or rod basket board.

77

Other Work at Heights issues

The requirements for fall prevention and protection shall be also

considered when:
Working at the edge of or over an excavation or pit. It is important
to consider falls below grade as well as falls above grade.
Risks associated with scaffolds

Clearance between scaffolding equipment and power lines. (Note: 10

Feet.)

78

Mobile Elevating Work Platforms (MEWPs)

MEWPs, also known as power-operated elevating work platforms, are
designed to provide a temporary working platform which can be easily
moved from one location to another. MEWPs height can be adjusted
using articulation, scissor mechanisms, telescoping booms or towers.
The platforms can be vehicle-mounted, self-propelled, towed or manually
moved.
A trained and knowledgeable person shall be designated to operate the
work platform, scissor lift, crane lift platform, building maintenance unit or
man lift.
A fall-arrest system (such as a fall-arrest harness and lanyard) shall be
used in conjunction with a MEWP.

Clearance between MEWP equipment and power lines (Note: 10 feet).

79

What are some hazards associated with a MEWP?

Risks associated with MEWP operations:

Collapse or overturning of the MEWP

Personnel falling or being thrown from the carrier or basket

Persons in the carrier or basket becoming trapped against fixed structures

Persons in the carrier or basket contacting live electrical wires

Factors in a collapse or leading to overturning incidents typically include:

Equipment failure
Soft, unstable or uneven ground conditions
Faulty outriggers, or outriggers not being used, or used incorrectly
MEWP being struck by a vehicle or other mobile platform

Overloading the carrier or basket

Carrier or basket being struck by a load

80

Anchor Point Selection

Selection of the type and location of anchorage points will depend on

the nature and location of the task and the construction of the building
or supporting structure.
Anchorage points for fall protection devices shall be, where practical,
above the head of the worker.

The anchorage point must ensure that, in the event of a fall, the path
below will be free of obstacles or other hazards, and the worker will
neither swing nor touch the ground.

81

Ladders
Although ladders are not classified as fall prevention or fall protection
devices, they are included here because they are commonly used for
working at heights.
Portable Ladders:

For some jobs of short duration, such as those in which work is within
easy reach and can be carried out with one hand, a portable ladder
may be the only practical means of access. Working while on a
portable ladder shall only be considered if there are no other practical
means of performing the work.
Defective, damaged or ladders deemed unsafe shall be tagged,
removed from service and discarded.

82

Risks of Ladders

Risks associated with Portable Ladders

Overreaching and tipping the ladder.
Not using three points of contact when ascending or descending, losing
balance and falling, for example, when hand-carrying tools. (Tools should be
raised and lowered using a hand line).
Unstable footing, causing the ladder to tip.
The base of the ladder is either too close or too far from the building. (The
correct angle for a ladder is one unit of measurement out at the base for
every four units of height).

The ladder is damaged or inappropriate for the task.

An extension ladder or folding ladder is not locked in position.
Live electrical wires are in contact with the ladder.

83

MCBU Lifting & Rigging

Workers must not be permitted to use or

operate any lifting equipment unless they
are instructed, trained and qualified by a
competent person in the use and operation
of the equipment. Documentation of
contractor qualified crane operator
qualifications must be provided upon
request as per the contract.

Requirements

1.

Competent personnel must complete (i.e., develop lift plan as required) the
steps needed to properly and safely prepare the job site and equipment for
the start of work.

2.

Lifting and rigging equipment must be engineered and certified for current
use and in good working order as verified through pre-use inspections.
Note: The use of non-certified locally fabricated or modified lifting and rigging
equipment is prohibited.

4.

Lifting and rigging equipment shall be used in accordance with the intended
design purposes and specified limits of the manufacturer and recognized
and accepted good industry practices and company standards.

5.

Confirm weight of the object and establish the loads center of gravity prior to
beginning the lift.

6.

Establish clear pick-up and lay-down areas that are within the cranes load
lifting radius.

85

Requirements

7. Ensure the load path from the beginning of the lift to the lay-down
area is clear of obstructions and has adequate lighting and
established escape routes. .
8. Rig loads appropriately and verify that loads are free of possible
restraints (hold-down bolts, etc.), debris and obstructions.

9. Ensure there is sufficient space for outrigger deployment and that

ground conditions are suitable (including any potential underground
hazards such as utilities and voids) for mobile crane lifting operations

86

MCBU D&C Lifting & Rigging

In D&C the following types of lifts require a permit:

Man-Riding

Complicated
Complex

Blind
Heavy

When overhead power lines pose a threat.

Lifts that do not fall into any of the above

categories do not require a permit.
Man-riding in the derrick during tripping operations
is prohibited.
Gin pole trucks must have an assembly completion
sticker with a rated working load.
If a power line is within the fall radius of the rig
derrick a variance is required from the
superintendent.
87

Terms and Definitions - New Terms from U&G

Table 1.
Boom Hoisting Limiting Device - Includes boom hoist disengaging device, boom hoist
shut-off, boom hoist disconnect, boom hoist hydraulic relief, boom hoist kick-outs,
automatic boom stop device or derricking limiter. These devices disengage boom hoist
power when the boom reaches a predetermined operating angle. It also sets brakes or
closes valves to prevent the boom from lowering after power is disengages
Boom Stop - Devices that restrict the boom from moving above a certain maximum
angle and toppling over backward.
Cargo Carrying Units - Cargo Containers that are approved for lifting operations (e.g.,
closed container, chemical transit tank, aviation tank, o Carrying Units - tote tank, basket,
garbage/rubbish container, drum rack, gas cylinder rack/carrier, long basket, tool carrier,
logging unit, power pack, tool box and similar containers).
Center of Gravity - The point in an object around which its weight is evenly distributed.

88

Standard Instructions Safety Precautions

The following safety precautions must be followed when personnel are

involved in lifting and rigging operations:
Workers must not be permitted to use or operate any lifting equipment
unless they are instructed, trained and qualified by a competent
person in the use and operation of the equipment. Documentation of
contractor qualified crane operator qualifications must be provided
upon request as per the contract.
Assembly and disassembly of cranes shall be under the direction of a
competent and qualified assembly/disassembly director crane
operator.
The crane or lifting equipment must not be moved when the boom is
elevated in a working position.

89

Standard Instructions

Workers should stand clear of any rope, line or cable that is under
strain. When these conditions are present, workers shall pay
adequate attention to review and mitigate these hazards. An example
would include completing a Job Safety Analysis that addresses sitespecific conditions before beginning the work.
Gloves must be worn at all times when handling and using a tag line.
Taglines must not be wrapped around any body part (e.g., hands,
arm, torso) at any time.

90

Lifting & Rigging and Permit to Work

Permit to Work is required

During lifting and rigging operations
where overhead energized power
lines may pose a threat
Work zone is defined as 360 degrees
around the equipment, up to the
equipments maximum working radius
(U&G update)
A Permit to Work may also be
required for other lifting and rigging
operations

91

Undertaking Lifting Operations U&G Updates

Before conducting critical or non-routine lifts, a written lift plan shall be

required, developed/reviewed by competent personnel and include, but
not limited to:
Complicated lifts
Complex lifts

Heavy lifts
Blind lifts

Lifts involving man riding work baskets

Other types of lifts designated by management or a certified crane
operator due to its uniqueness

92

Undertaking Lifting Operations - U&G Updates

Written lift plans shall describe how a lift will be undertaken and include, but not
limited to:

Specific crane and rigging equipment used

Required personnel and training

The load characterized with respect to dimension, weight and approximate center of
gravity (as assessed by a qualified person)

Verification that the selection of equipment and rigging is appropriate for the type of lift

Verification that the load is within the capacity and specifications of lifting and rigging
equipment

Inspection requirements

Communication requirements

Identification and mitigation of potential hazards associated with lift, including

environmental considerations

Emergency plans

Required approval for lift plan

93

Hand Signals

Hand signal charts must be either posted on the equipment or conspicuously posted in
the vicinity of the hoisting operations. MCBU shall use the Hand Signal Chart from API
RP 2D for all lifting devices except for Gin Pole/Winch trucks and Side Booms, who will
use the Hand Signal Chart for truck movement from the IADC Oilfield Gin Pole Truck
Guidelines.

The Work Team Leader is responsible for assigning the Signal Man to each lift.

94

Pre-Use Inspection
The pre-use inspection will be performed and documented before
crane use, typically daily and then as the Qualified Crane Operator
deems necessary during the day for extended operations.
The Crane Pre-Use Inspection Checklist shall be maintained in the
crane. The Qualified Crane Operator will perform this inspection.

If the Qualified Crane Operator changes, a new crane pre-use

inspection should be performed and documented by the new Qualified
Crane Operator.
Inspection of all hooks for cracks, deformation, twisted throat
openings. Shackle pin and shackle are in good condition not
twisted/bent, correct pin is installed, easy to screw in pin. Check all
slings for current certification. All slings need to be tested annually.
When in doubt check the standard to ensure equipment is in
compliance.
95

Pre-Use Inspection
Lifts that use a tag line shall be performed as
follows:

Tag lines should be attached to the load (not to

the sling).

For large loads, two tag lines are recommended

with one being placed at each end of the load.

Special lifting configurations may require longer

tag lines.

In cases where a tag line may not be considered

a safe option, the situation shall be discussed
and included on a JSA and in a pre job safety
meeting.

Tag lines shall be free of any knots, splices or

loops.except for attaching to load.

96

Personnel Transfers U&G Mandate

Cranes and/or lifting equipment classified as personnel handling will

be equipped with a boom hoist pawl to prevent the unintentional
lowering of the boom. For hydraulic boom cylinders, the crane will be
equipped with a holding device such as an integrally mounted check
valve.

97

Passenger pickup truck mounted cranes

For passenger pickup truck mounted cranes rated for loads of 3200-pounds or
less:

Consist of a purpose built permanently mounted crane

Be used in accordance with the manufacturers recommended practices as

defined in the owners manual. These practices shall address the following:

Operator Training: Documentation of the Crane Operators training shall be

kept on file at the local FMT

Crane Operation

Crane Inspection

Crane Qualification (re-certification)

Crane maintenance

98

Sling Certification CHEVRON OWNED

Chevron-owned sling certifications will be maintained on file

Each wire rope and chain sling will have a stainless steel identification tag
attached to the sling. Each synthetic web sling will have an identification
tag sewed onto the sling. Tags for both wire rope, chain and synthetic
slings will contain the following information:
The Owners name
Description, size, and length
Pertinent working load limits
The suppliers name

Proof test certification number and date

Color code identification (if applicable)

99

MCBU Bypassing Critical

Protections

Always consider if there is a viable

alternative before performing bypass of
critical protections

Requirements

Only a minimum number of critical protective devices shall be bypassed

at a time
Bypassing, isolating, or removing critical protections during
upset/abnormal conditions in order to maintain production is strictly
forbidden
Some examples of critical protections are:

ESD Systems

Gas Detectors

Level Safety high/low

Pressure Safety high/low

Pressure Safety Valves (PSV)

SCADA

Automatic Shutdown Valves

Surface Safety Valves

101

Definitions

Bypassing:
To temporarily block out, isolate, override, inhibit, force, jumper, or disable a device or
system so that it will not perform its designed function for the purpose of testing,
maintenance and start up.
Effective Monitoring:
Effective Monitoring is in effect, taking the place of the critical protections. An individual
must be able to manually provide the same level of protection as the bypassed critical
protection. It must be done in a timely manner in order to prevent an undesirable event.
Leaving the area for breaks, parts, supplies or tools would compromise Effective
Monitoring.
Remote Monitoring:
Monitoring of operating parameters on a remote site by a Qualified Person at a central
location by means of a telecommunications system such as SCADA (Control).
Temporarily Out of Service:
A component is temporarily out of service when its in stand by, shut down, or not in use
mode. However, when or if the equipment is needed, it could be returned to service
easily. This equipment has NOT been isolated from the production facilities.

102

Bypassing Steps

1. Identify the critical protection devices to bypass

2. Obtain approval to bypass the devices
3. Communicate the bypassed devices on the bypass board

4. Tag devices to be bypassed

5. Perform bypass

6. Monitor the bypassed or blocked out functions

7. Complete startup, maintenance, testing activities
8. Return critical protection devices to normal function and verify functionality

9. Check/Verify work is completed, and notify affected personnel before

removing the bypasses and tags

103

Layers of Protection

Layers of protection must be considered before bypassing critical

protection devices. Maintain as many layers of protection as
possible when bypassing critical protection devices.
Overriding extra critical protection devices to prevent nuisance
alarms or shut-ins is not permitted

104

Identifying Bypassed Critical Devices

Operations and Facilities shall identify bypassed critical protection

devices or systems by tag and either a bypass register or bypass display
board
Critical protection devices that have been bypassed must be tagged at the
bypass or isolation point
Critical protection devices and systems that are temporarily out of service shall
be tagged temporarily out of service. They shall also be tagged at the bypass or
isolation point

Bypass Tag Display Board

Should be located convenient to the work group

Excellent means of control and communication

Visual reminder of bypass location

Bypass Tag Register to be used on location

Serves as a reminder to the work group to review the days work and account
for the locations of tagged devices or systems
105

Monitoring of Operating Conditions

Site Specific Monitoring

A critical protection device that does not have a redundant or equal protection
device must be continually monitored by a qualified person at the location the
device is bypassed.

Effective monitoring can be conducted by one individual on more than one

critical protection device if the person can move freely around the general area
and effectively monitor the processes.

106

Monitoring continued

Remote Monitoring requirements when SCADA (control) has been used to

remotely bypass a critical protective device or system:
The device has been placed on bypass only for reset or startup activities
Communications must be maintained between the SCADA control operator
and the person on location
SCADA operator may only monitor a minimum number of critical protection
devices
SCADA operator must be able to view all the bypassed device data on ONE
SCADA screen
The bypassed critical protection device must be returned to service
immediately following completion of reset or startup activity
Other site specific guidelines may be required. These guidelines should be
documented and available at the remote facility
Remote monitoring of MECHANICALLY DISABLED critical protection devices
or systems is NOT allowed
107

MCBU
Simultaneous Operations

Simultaneous Operations (SimOps)

Simultaneous Operations (SimOps) is defined as, but not limited to,

performing two or more of the following operations at the same time in
close proximity:
Production Operations
Construction Operations, including Electrical and

Instrumentation (I&E)
Rig Operations or Rig Moves
Use of Shared Road Networks

Mobilization and Demobilization of Equipment

Seismic or Geotechnical Operations
Emergency and/or Spill Response

Simultaneous Operations (SimOps)

Communication Requirements
Communication shall be established prior to beginning simultaneous
operations (SimOps) and maintained daily and at shift changes between
all parties and documented on the Daily Simultaneous Operations Log.

When/Where will the functional groups communicate?

Pre-Job meeting (on site or office planning session)
Onsite during morning safety meeting

Tailgate meeting with all

JSA execution and discussion
At any time during the Job Activities

Process Tools for Communication

Review
The SimOps Controller is responsible for identifying the operations,
risks by completing the following:

Permit to Work (Assoc. Special Permits)

Simultaneous Operations Plan

Simultaneous Operations Log

Simultaneous Operations Plan Checklist

Simultaneous OPs Meeting

Simultaneous Operations Plan (SimOps)

A Simultaneous Operations Plan must be used to create a written plan

that:
Designates the responsible parties for the various operations being
performed
Establishes emergency response awareness and contacts

Identifies hazards and appropriate controls and mitigations.

Hazards to be identified are SimOps specific hazards how we

affect each others operations.

Each crew will develop their own JSA for their specific work.

During coordination meetings all affected crews will address SimOps

specific hazards and reflect them in the SimOps plan.

Clarifies communication between the various crews / operations

113

114

Simultaneous Operations Log (SimOps)

A Simultaneous Operations Log must be used during simultaneous

operations, and is to be completed daily by the SimOps Controller prior to
commencement of simultaneous operations.
It is used to document the discussion of projected activities of the day.

116

Simultaneous Operations Plan Checklist

A Simultaneous Operations Plan Checklist must be used for compliance with

the Simultaneous Operations Plan. The checklist is provided to use as a tool to
ensure ongoing compliance with the SimOps plan. It is to be completed by the
SimOps Controller.
MCBUs Field (FMTs) Production activities concurrent with construction activities
will be managed with a Permit to Work and a SimOps Plan Form. Depending on
specific hazards and complexity of the project identified by the Field Management
Team, SimOps procedures may be required.

117

118

Simultaneous Operations (SimOps)

Definitions

Company Representative A Chevron employee or designee who is

responsible for communicating with and managing the contractor to ensure
that the contractor performs the work safely in accordance with applicable
SWP standards.

SimOps Representative - A Chevron employee or designee who is

responsible for coordinating one of the contributing Simultaneous Operations
with the SimOps Controller.
SimOps Controller A Chevron employee or designee who is responsible
for coordinating the Simultaneous Operations activities at a facility.

Person in charge over the SimOps. The SimOps Controller working with the
SimOps Representatives shall develop the SimOps plan for each SimOp activity,
i.e., drilling, production, construction, etc.

The SimOps Controller has the authority if necessary to determine which operation
or phase of work has priority at a given time. They are the Person in charge.

MCBU Electrical Safe Work

Practice

Electricity Hazards

Electrical Shock
Electricity travels in closed circuits, normally through a conductor. For
electrical shock to occur, the human body must become part of an energized
circuit. You will get an electrical shock if a part of your body completes an
electrical circuit by:

Touching a live
wire and the
ground.

Touching a live wire

and another wire at
a different voltage.

A metallic part in
contact with an
energized wire while
the person is also in
contact with the
ground.
121

An Arc flash Incident includes:

35,000F
Molten Metal

Pressure Waves

Sound Waves
Copper Vapor:
(Solid to vapor
expands by
67,000 times)

Serious injuries can result.

122

Shrapnel

Hot Air-Rapid Expansion

Intense Light

Thanks DR.Sotto 2007 IEEE IAS

Electrical Safety Workshop

122

Terms and Definitions

Authorized Electrical Person An individual who is competent in
isolation of hazardous energy and is capable of recognizing electrical
hazards.
Accesses the appropriate reference materials if needed

Conducts tests to verify the equipment is in an electrically safe work

condition de-energized
Installs and removes isolation devices and safely returns equipment to
operational condition
Will use a tick tracer (also known as a hot or not) if available, to check
panels, etc. for voltage before de-energizing.

123

Roles and Responsibilities

Electrical Standby Person (must be Electrically Authorized or

Qualified):
An electrically qualified or authorized person whose responsibilities are
to observe the actions of a person performing a task, ensure his or her
safety, assist if in danger and to exercise stop work authority.
Monitors use of mobile equipment to prevent equipment or personnel
from entering the limited approach distance or coming into contact with
live exposed electrical parts

Helps establish the limited approach zone and maintains the cones
Be trained in CPR/First Aid

124

Roles and Responsibilities

Qualified Electrical Person One who has skills and knowledge related to
the construction and operation of the electrical equipment and installations
and has received safety training on the hazards involved. Most work on
electrical systems and parts must be done by a qualified electrical person.

Permit Approver shall be an Electrical Qualified Person.

Identifies and communicates any needed changes in work scope or changes in
conditions to their supervisor immediately

Reviews and participates in hazards assessment and in identifying controls to be

implemented

Verifies equipment is properly de-energized, isolated, and locked and tagged

before applying personal locks

Tests equipment before touching it to ensure it has been properly de-energized

Will use an adequately rated voltage tester to test each phase conductor or
circuit part to verify it is de-energized. Prior to, and after each test, verify that the
voltage detector is operating properly.
Note: This training does not make individuals a Qualified Electrical Person.
125

Terms and Definitions

Electrical WorkAny task that involves working on or near (that is,

within 10 feet, in most cases) any electrical system or equipment that is
operating at a voltage of 50 volts or more and that has exposed
energized electrical conductors or circuit parts. This includes work on
non-electrical equipment that is within 10 feet of equipment or lines
operating at 50 volts or more and that have exposed energized electrical
conductors or circuit parts.
Exposed - Capable of being inadvertently touched or approached nearer
than a safe distance by a person. It is applied to electrical conductors or
circuit parts that are not suitably guarded, isolated, or insulated.
First preference is always to De-Energize First

126

Boundaries

Figure A-2: Limits of Approach

Live part

Prohibited Approach Boundary

Restricted Approach Boundary

Limited Approach Boundary

Flash Protection Boundary
This is the area that is a
minimum of 10 Ft for unqualified
electrical persons

(Reprinted with permission from NFPA 70E-2004, Standard for Electrical Safety in the Workplace, copyright
2004, National Fire Protection Association, Quincy, MA 02269. This is not the complete and official position of the
NFPA on the referenced subject, which is represented only by the standard in its entirety)
127

Terms and Definitions

Electrically Safe Work Condition - A state in which an electrical

conductor or circuit part has been:
Disconnected from energized parts;
Locked/tagged in accordance with established standards;
Tested to ensure the absence of voltage; and

Grounded, if determined necessary. (check with Qualified Electrical

personnel)

128

MCBU D&C Electrical Work

MCBU D&C will not perform electrical

work on energized equipment.
Diagnostic testing is not considered live
electrical work.

MCBU D&C Qualified Electrical

Personnel shall be allowed to perform
the following jobs without a permit:

Use an approved voltage detector to measure

voltage on equipment not placed in an
electrically safe working condition
Attach grounds on equipment previously placed
in an electrically safe working condition
Check electrical phase synchronization
(phasing) using low-voltage instrumentation
Use approved live-line tools to perform switching
operations

129

Energized Electrical Work

Work on or near any energized conductors and/or exposed

equipment parts at 50 volts and above require an Energized
Electrical Work Permit be issued or be trained and qualified to use
an MCBU QEP for the specific task.
The Energized Electrical Work Permit is in addition to the Permit
to Work.
All Permit to Work requirements need to be met as well as the
requirements in the Energized Electrical Work Permit.
2 Qualified Persons and Electrical Standby Person

130

Energized Electrical Work

Ten Foot Rule

Any person that is NOT electrically Qualified or Authorized must
maintain a minimum distance of 10 feet from any exposed live part.
As the distance between a person and the exposed live part
decreases, the potential for an electrical accident increases.
Which also requires higher levels of training and PPE.

Only Qualified Electrical Persons can work at or closer than the

restricted approach boundary

131

Electrical Work Isolation

Procedures for De-Energizing Equipment (Electrical Isolation Procedure)

Identify all possible sources of electrical supply to the equipment or line.

Make sure the H-O-A, ( hand, off, auto) switch, if available, is in off
position.

After properly interrupting the load current, open the disconnecting

device(s) for each identified source. Make sure to stand to the side of
the disconnecting device while de-energizing.

Verify equipment is off by doing a bump test ( turning H-O-A switch) off
and on to make sure device is de-energized.

132

Arc Flash Hazard Analysis Label Project currently in

progress

133

Electrical Work

Procedures for Re-Energizing (Electrical Isolation Procedure)

Procedures for re-energizing equipment or lines shall include all of the
following steps:
Remove all protective grounds. (Check with qualified electrical
personnel)
Clear all workers from lines and equipment.
Remove all tags and locks.

Re-energize the equipment or lines as directed by the facility and

manufacturer recommended procedures.
134

Personal Protective Equipment

Personal protective equipment to be used will be determined by the JSA and in accordance to the Shock
and Flash Hazard Analysis conducted. A qualified electrical person taking any part of his body or
conductive object to energized circuits at 50v or above closer than the Restricted Approach Boundary,
must be protected from electrical contact by one of the following:

Long sleeves/pants that are non-conductive and flame-resistant

Undergarments must not be made of meltable fibers (e.g., acetate, nylon, polyester, etc.)

No Conductive Jewelry

Safety glasses with non-conductive side-shields

Appropriate class of rated insulating rubber gloves

Visually inspected and air tested before each use and after any event that could have resulted
in damage

Dielectrically tested every 6 months

Un-insulated parts of the body must remain out of the Restricted Approach Boundary.

The energized part operating at 50v or more is insulated from the qualified person and any other
conductive object at a different potential.

135

Electrical Safe Work Practices

Mobile Equipment
Mobile equipment capable of having parts
or its structure elevated (e.g., cranes,

mobile scaffolds, elevating platforms,

dump trucks, lift trucks, cement pumpers,
and flatbed trailer cranes) shall not come

within 10 feet of energized or potentially

energized electrical lines, components
or parts while in use.

136

Setting up the work area

OSHA
10 Safety
Circle

Safety Zone Permit to Work is

REQUIRED by a
Qualified
Electrician

Working Area

ALWAYS ASSUME ALL OVERHEAD LINES ARE ENERGIZED!!!

137

Records

Required Records
The following records will be kept for compliance:
Annual inspection and testing of electrical tools and PPE (e.g., insulating
rubber gloves are to be tested every six months).
Training records of relevant roles. FMT Permit Approver List to include
qualified workers and dates of qualification.

138

Congratulations!
You have just
completed your
MSW Refresher
Training!
139