Remove Watermark Wondershare

PDFelement

PCSB PERMIT TO WORK (PTW)

Certification Training (Level-2)

© 2014 PETROLIAM NASIONAL BERHAD (PETRONAS)

All rights reserved. No part of this document may be

reproduced, stored in a retrieval system or transmitted in any
form or by any means (electronic, mechanical, photocopying,
recording or otherwise) without the permission of the copyright
owner.
©UPSTREAM HSE 2017 1
Open
 Remove Watermark Wondershare
PDFelement

OUTLINE

MODULE

PETRONAS ZeTo Rule

HSE General and Human Failure (H & M)

Permit to Work

Job Hazard Analysis

Associated Procedures: CSE, EI & BSCPD

Post Training Assessment

©UPSTREAM HSE 2017 2

Open
 Remove Watermark Wondershare
PDFelement

COURSE SCHEDULE

Day 1 Day 2
0830 Introduction & Ice 0830 Recap of day 1
Breaking 0930 JHA
0930 ZeTo 1030 Break
1030 Break 1045 JHA
1045 General HSE and H&M 1230 Lunch
1230 Lunch 1400 Associated Procedures
1400 PTW 1530 Break
1530 Break 1545 Associated Procedures
1545 PTW 1700 End Day 1
1700 End Day 1

©UPSTREAM HSE 2017 3

Open
 Remove Watermark Wondershare
PDFelement

PETRONAS ZeTo Rule

©UPSTREAM HSE 2017 4

Open
 Remove Watermark Wondershare
PDFelement

ZeTo Rules

 ZeTo stands for Zero Tolerance:

 A principle to ensure all activity is carried out in a safe manner

 Must be complied to at all times by all PETRONAS & Contractors staff and visitor when
working for PETRONAS Group.

 Accountability for ZeTo compliance:

 All PETRONAS and Contractor staff are accountable for full compliance with ZeTo Rules.

 The Management of the respective Asset/Country/Project shall ensure the effective

implementation of ZeTo Rules across its organization

1. Effective implementation of ZeTo Rules means the rules are understood and abided by all PETRONAS and contractors’ staff.

©UPSTREAM HSE 2017 5

Open
 Remove Watermark Wondershare
PDFelement

©UPSTREAM HSE 2017 6

Open
 Wondershare

ZeTo Rules – Consequence

Remove Watermark
PDFelement

Management
 Every observed breach and confirmed violation of ZeTo Rules is followed by
Consequence Management

 ZeTo Rules Consequence Management is important to:

 Safeguard the health and safety of individuals affected; and

 Avoid recurrence of ZeTo Rules violation;

©UPSTREAM HSE 2017 7

Open
 Remove Watermark Wondershare
PDFelement

Consequence Management Process Flow

Possible Punishment
ANY or a COMBINATION of the following
Disciplinary Punishments on PETRONAS
staff
1. Warning;
2. Suspension without pay for 1 week; Consequence Management
3. Suspension without pay for 2 Process
weeks;
1. Violation observed during audit/ inspection,
4. No increment for 1 year; the recommended Potential Consequence
5. No performance bonus for 1 year; shall be used.
6. Dismissal Verification of Violation 2. Violation linked to a HSE incident, use Actual
1. Confirm the act/activity relates to violation Consequence if higher than the Potential
of a ZeTo Rule. Consequence.
2. Determine the Category of ZeTo Rule 3. Multiple violations conducted by one staff and
Violation observed in one event, use the more severe
Cat 1: injury/illness not leading to violation as principal.
disability or fatality 4. Repetition violation may lead to dismissal.
Cat 2: Single or permanent disability 5. If during verification, there are elements of
Reporting & Recording of ZeTo Cat 3: Multiple fatalities
coercion, inducement, encouragement, etc.
Violation from any person, such person shall receive
3. Ascertain gap(s) in Training & Procedures. more severe punishment than the violator
1. Observed any breach of ZeTo rule
4. Deliberate and decide on course of action,
2. STOP any unsafe act/conditions which may include DAPP
3. Record & report e.g. ZeTo violation
form, UAUC, email etc.
Verification shall be done within 48 hours
after report

©UPSTREAM HSE 2017 8

Open
 Remove Watermark Wondershare
PDFelement

Consequence on Contractor Staff

 All ZeTo Rule Violations by Contractor staff shall also be subjected to verification process to
drive down message of non-tolerance of violation.

 Standardized consequence for Contractor staff following confirmed ZeTo Rule violation, e.g.

 1st offense: Ban from entering Company’s site/facility for 1 month following
confirmation of offense.

 2nd offense: Ban from entering Company’s site/facility indefinitely.

©UPSTREAM HSE 2017 9

Open
 Remove Watermark Wondershare
PDFelement

Consequence on Contractor Company

 Consequence on Contractor Company following confirmed verification of ZeTo Rules violation
conducted by Contractor staff would be at Operational and/or PETRONAS level:

 Operational Level:
 Issuance of warning letter.
 Record non-compliance in PETRONAS’ Supplier Relationship Management (SRM)
system
 Payment deduction for any lost work day (if applicable)
 Cost of legal, fines, claims and damages incurred resulting from violation (if
applicable).

 PETRONAS Level:
 For ZeTo Rules violation linked to a major HSE incident, the Company shall
automatically be rated “D” in the Contractor Performance Evaluation (CPE)

©UPSTREAM HSE 2017 10

Open
 Remove Watermark Wondershare
PDFelement

Thank you

©UPSTREAM HSE 2017 11

Open
 Remove Watermark Wondershare
PDFelement

PTW SYSTEM TRAINING REV 5

SECTION ON HSE GENERAL AND HUMAN FAILURES

© 2014 PETROLIAM NASIONAL BERHAD (PETRONAS)

All rights reserved. No part of this document may be

reproduced, stored in a retrieval system or transmitted in any
form or by any means (electronic, mechanical, photocopying,
recording or otherwise) without the permission of the copyright
owner.
©UPSTREAM HSE 2017 12
Internal
 Remove Watermark Wondershare
PDFelement

PETRONAS Carigali HSE Policy

What is it?
• A statement describing PCSB’s
commitment and expectation with
regards to upholding HSE excellence.

What is expected from its

employees and contractors?
• Employees and contractors to
adhere to HSE policy at all times.

©UPSTREAM HSE 2017 13

Internal
 Wondershare

Occupational Safety and Health

Remove Watermark
PDFelement

Act 1994
• Duties of employers among others are:
 Provide and maintain plant and system of work that are safe and without risk to health.

 Provide information, training and supervision to ensure safety and health of employees.

 Provide and maintain a safe working environment for employees.

 Take reasonable care for the safety and health of himself and of others who may be
affected by his acts or omissions at work.

 Wear or use at all times any protective equipment or clothing provided by the employer
for the purpose of preventing risks to his safety and health.

 Comply with any instruction or measure on occupational safety and health instituted by
his employer or any other person by or under this Act.

©UPSTREAM HSE 2017 14

Internal
 Remove Watermark Wondershare
PDFelement

PETRONAS Carigali HSE Culture

• A simple way of defining PCSB HSE culture is “the way we do things with
regards to HSE here”. This is demonstrated through policies, procedures,
work processes and communication.

• The followings are samples of our HSE communication slogans and their
intents:

1. “Everybody goes home safely”

– That you think and take care of your own safety and safety of others at all times to
ensure everybody can complete their job safely and goes home to their love ones.

2. “No work is so urgent that we cannot take time to do it safely”

– Do not take short cut.

3. “Comply & Intervene / Patuh & Tegur”

– Follow rules and procedures. Step in when you see non-compliance or unsafe acts.

©UPSTREAM HSE 2017 15

Internal
 Remove Watermark Wondershare
PDFelement

HSE Compliance
• What is HSE Compliance?
– Complies with HSE requirements to prevent accidents at workplace

• Why must you comply with HSE requirements?

– You may cause incidents resulting in near misses, minor injury or fatality, damage to
environment, loss of assets and loss of company reputation.

HSE Compliance ensures “Everybody goes home safely”

©UPSTREAM HSE 2017 16

Internal
 Remove Watermark Wondershare
PDFelement

Human Failures Types

• Human Failures Type model
 Describes how people committed unsafe acts

• Human failures types can be categorized as:

 Errors and Violations

©UPSTREAM HSE 2017 17

Internal
18 Remove Watermark Wondershare
PDFelement
Understanding how people do unsafe acts through Human Failures Types
model
Slips of actions
Skill based
errors
Lapses of
Errors memory

INCIDETNT / ACCIDENT
Rule-Based
Human Mistake
Mistake
Failures
Knowledge-Based
Mistakes

1.Routine
Violations 2. Situational
3. Exceptional

Internal

©UPSTREAM HSE 2017 18

 Remove Watermark Wondershare
PDFelement

Human Failure Types - Errors

• An “error” is best defined as unintended unsafe act.

• Errors can be categorized into skill based errors and mistakes

• Two types of skill based errors are slips of action and Lapses of memory

• “Slip of action” can be described as “action done” not as planned for

example operating wrong switch.

• “Lapse of memory” can be described as lapses cause an individual to forget

to carry out an action

• Two main causes of errors are distractions and interruptions to tasks

©UPSTREAM HSE 2017 19

Internal
 Remove Watermark Wondershare
PDFelement

Human Failure Types - Mistakes

• Two types of mistakes are rule based mistakes and knowledge based
mistakes

• “Mistakes” can be described as an individual did the wrong thing believing

it to be right

• “Rule based mistake” can be described as an individual behavior based on

remembered rules or familiar procedures

• Rule based mistakes be minimized by improving communications on

changed rules, procedures and circumstances

• “Knowledge based mistakes” can be described as an individual run out of

pre-packaged solutions and have to think out the solutions.

©UPSTREAM HSE 2017 20

Internal
 Remove Watermark Wondershare
PDFelement

Human Failure Types - Violations

• “Violation” can be described as deliberate deviations from rules,
procedures, instructions and regulations

• Why “violations” happen?

– It is motivated by desire to carry out the job despite the prevailing constraints, goals and
expectations

• Three types of violations are routine, situational and exceptional

• Routine violation can be described as breaking rules or procedure is the

normal way of working

• Routine violations be reduced through increased monitoring to detect

violation, increased workers’ acceptance of procedures, explaining
relevance of procedures to workers and improving ergonomics / design
factors

©UPSTREAM HSE 2017 21

Internal
 Remove Watermark Wondershare
PDFelement

Human Failure Types - Violations

• “Situational violation” can be described as breaking rules due to pressure

from the job. This may include insufficient time, lack of manpower,
unavailability of right equipment or extreme weather conditions

• “Exceptional violation” can be described as follows: “When to solve a

problem, an individual feel he need to break a rule even though he is
aware that he will be taking a risk”

©UPSTREAM HSE 2017 22

Internal
 Remove Watermark Wondershare
PDFelement

Human Failure Types - Violations

How to prevent errors, mistakes and violations?

• Ensure workers are competent for their tasks

• Ensure workers have enough rest and observe fatigue management
• Reduce distraction and interruption
• Improve communication
• Ensure workers are involved in work / task hazards identification
• Ensure strong supervision and monitoring

©UPSTREAM HSE 2017 23

Internal
 Remove Watermark Wondershare
PDFelement

Thank you

©UPSTREAM HSE 2017 24

Open
 Remove Watermark Wondershare
PDFelement

PCSB PERMIT TO WORK (PTW)

Certification Training (Level-2)

© 2014 PETROLIAM NASIONAL BERHAD (PETRONAS)

All rights reserved. No part of this document may be

reproduced, stored in a retrieval system or transmitted in any
form or by any means (electronic, mechanical, photocopying,
recording or otherwise) without the permission of the copyright
owner.
©UPSTREAM HSE 2017 25
Open
 Remove Watermark Wondershare
PDFelement

OUTLINE

MODULE

Introduction

Roles & Responsibilities

PTW System Implementation

Supporting Certificates

Training

Inspection and Assurance

©UPSTREAM HSE 2017 26

Open
 Remove Watermark Wondershare
PDFelement

PCSB PERMIT TO WORK

OVERVIEW

©UPSTREAM HSE 2017 27

Open
 Remove Watermark Wondershare
PDFelement

Objectives
By the end of this session, the participants are expected to:

Recognise the importance of PTW system

Understand the requirements of PTW system

©UPSTREAM HSE 2017 28

Open
 Remove Watermark Wondershare
PDFelement

What is PTW?
 The PTW is a written document authorizing persons to carry out

the work concerned, warning them of possible hazards and spell

out all the precautions needed for the job to be done safely.

 A permit to work is not just a permission to carry out a dangerous

job, it is an essential part of a system which determines how that

job can be carried out safely.

©UPSTREAM HSE 2017 29

Open
 Remove Watermark Wondershare
PDFelement

What is PTW?
 A permit does not, by itself, make a job safe, it can only be

achieved by those preparing for the work and those carrying it out.

 The permit therefore, should not be regarded as a statement that

all hazards and risks have been eliminated from the work area.

©UPSTREAM HSE 2017 30

Open
 Remove Watermark Wondershare
PDFelement

Why do we need PTW?

©UPSTREAM HSE 2017 31

Open
 Remove Watermark Wondershare
PDFelement

SECTION 1
INTRODUCTION

©UPSTREAM HSE 2017 32

Open
 Remove Watermark Wondershare
PDFelement

1.1 Purpose
This Procedure defines PETRONAS Carigali Permit to Work (PTW)
system and the process of obtaining work permits including the
requirements of obtaining Certificates where required

©UPSTREAM HSE 2017 33

Open
 Remove Watermark Wondershare
PDFelement

1.2 Scope
 As a general principle, PTW shall be applied for all activities which
may harmfully affect the personnel, environment, asset or
reputation carried out on PETRONAS Carigali facilities.

Example of work requiring permit: welding, lifting, pigging, erecting

scaffolding, machinery repair etc.

©UPSTREAM HSE 2017 34

Open
 Remove Watermark Wondershare
PDFelement

1.2 Scope
Situation for special PTW arrangements:

 Shipping Operations (e.g. MISC Berhad, Oil Tanker Company, etc.)

– governed by international regulations such as ISGOTT, SOLAS
etc.;

 Activities at fabrication or construction sites (e.g. MMHE Holding

Berhad) including building construction (e.g. KLCC Holdings Sdn.
Bhd. and Putrajaya Holding Sdn Bhd); and

 Construction activities at Greenfield project sites - PTW in

accordance to PTS 18.51.03 – Permit to Work System for Projects
at Greenfield Sites.

©UPSTREAM HSE 2017 35

Open
 Remove Watermark Wondershare
PDFelement

1.3 Glossary of Terms

No. Terms Description
1. Applicant/RA The person who applies for the PTW e.g. the foreman/ supervisor

2. Appointed Person (AP) The person trained for certain duties (e.g. isolation/ deisolation of electrical equipment, synchronising, etc.) and has sufficient
technical knowledge and experience to enable him to avoid danger.

3. Approving Authority The person authorised by the Approving Authority (AA) to carry out safety precautions prescribed in the PTW or Certificates prior
Representative (AAR) to commencement of work.

4. Approving Authority (AA) The person who is responsible for approving the PTW and shall ensure all precautions are specified and controls in place.
Offshore/Onshore Installation Manager, Terminal Superintendent, Warehouse Manager or any person authorized by PETRONAS
Carigali.

5. Approving Authority for The person who is appointed to approve and issues specific certificates, such as electrical isolation, physical isolation, excavation
Certificates (AAC) certificates. For PCSB the approving authority for the certificates is the PTW AA.

6. Authorised Competent Person The person registered with Energy Commission or equivalent local authority and authorised by Management. He has the authority
(ACP) to issue and cancel Electrical Isolation Certificate and Limit of Electrical Access on Electrical Equipment/System.

7. Authorised Gas Tester (AGT) A person who is trained and qualified to carry out gas testing. The AGT should attend training provided by PETRONAS Carigali
recognised training organisation.

8. Authorised Supervisor (AS) Supervisor authorised by PETRONAS Carigali Management to endorse PTW - Production Supervisor/Operation Supervisor or
Maintenance Supervisor or any person authorised by the Approving Authority can take the role of the Authorised Supervisor.

9. Certificate Written and signed statement that specified checks or tests have been carried out by an authorized person and that conditions
are acceptable. Certificates do not replaced the PTW but are complementary.

10. Display Board A board which displays all active work permits at an installation/facility. It is normally located in the main operations control
room.

©UPSTREAM HSE 2017 36

Open
 Remove Watermark Wondershare
PDFelement

1.3 Glossary of Terms

No. Terms Description
11. Entry Supervisor (ES) The person trained on safe working in confined space AND appointed to supervise confined space entry. (Malaysian regulation
requires the ES to attend training, be certified and registered with DOSH for confined space entry activity)

12. Gas Testing Gas testing is done to check a workplace, prior to the commencement and during work activities for the level of oxygen,
flammable and toxic gases. This is to alert personnel involved should the environment become dangerous.

13. Greenfield Project Site Located more than 500 meters away from existing process facilities or infrastructures, starting from site preparation until
completion of construction activities defined below:

• Process Plants, Facilities or Infrastructures - Introduction of any hydrocarbons or hazardous chemicals into the system
(except for chemical cleaning purposes) or completion of tie-in with existing nearby process system whichever comes first.

• The Project Management Team should define the ending date of the construction period and include in the project
commissioning and start-up plan when to use operations PTW system.

• Residential, Commercial or Administration Buildings - Issuance of Certificate of Fitness for Occupancy.

In case where the 500 meters distance specified above still resides within the plot plan or fence of the existing process facility, the
PTW system and arrangement for the project shall be mutually agreed by the PMT and owner of the existing facility.

14. Isolation A physical barrier between a source of energy and a place of work.

15. Job Hazard Analysis (JHA) Job Hazard Analysis (JHA) is the application of the hazards and effects management process at the task level, identifying and
assessing the hazards of each element of the task and defining appropriate controls and recovery measures.

16. Override/Bypass The temporary bypass of a safety device, to allow certain work to proceed without causing an unnecessary process shutdown or
fire alarm (e.g.) fire detectors overridden during welding operations.

©UPSTREAM HSE 2017 37

Open
 Remove Watermark Wondershare
PDFelement

1.3 Glossary of Terms

No. Terms Description
17. Permit to Work (PTW) Written and signed statement by an authorized person for work to be carried out under stated precautions.

18. Radiation Protection Officer/ The Radiation Protection Officer/ Radiation Protection Supervisor is a person with the technical competency and approved by
Radiation Protection Supervisor Atomic Energy Licensing Board to supervise the implementation of the radiation protection programme including all the
(RPO/RPS) appropriate radiation protection regulations, measures and procedures.

19. Toolbox Talk A safety briefing carried out by the Work Leader (WL) highlighting to all those directly or indirectly involved in the work of the
potential hazards associated with the work and the precautions to be taken throughout the execution of the work. Carried out
before work begins, preferably at the worksite.
20. Work Crew A group of people working together led by the Work Leader (WL).

21. Work Leader (WL) The person who leads or carries out the work:

• confirms conditions of PTW and agreement by signing;

• explains Job Hazard Analysis (JHA) content and PTW conditions to workers;

• supervises and is at site at all times;

• ensures no deviation to PTW conditions;

• returns PTW to Receiving Authority (RA); and

• ensure all the safety precautions prescribed in the PTW/Certificates are carried out prior to commencement of work.

©UPSTREAM HSE 2017 38

Open
 Remove Watermark Wondershare
PDFelement

1.4 PTW Requirements

The criteria for PTW system application:

 For work carried out on PETRONAS Carigali facilities – use

PETRONAS Carigali PTW System.

 For work carried out on Contractor’s facilities - Contractor’s PTW

may be used subject to PETRONAS Carigali review and
acceptability.

1. When Contractor PTW system is used, PETRONAS Carigali representatives (e.g. OIM, CSR,
Drilling Supervisor) shall be included as part of the signatory for acknowledgement.

2. For workover/infill drilling work carried out on the rig floor, where Contractor’s PTW is used,
a photocopy of the Contractor’s PTW shall be provided to the OIM for reference

©UPSTREAM HSE 2017 39

Open
 Remove Watermark Wondershare
PDFelement

1.4 PTW Requirements

PTW applicability:

1. Hot Work:

– Any activities or equipment which may have the potential to generate

incentive sparks or other sources of ignition (welding, flame cutting, grinding,
grit/sandblasting, taking photo with camera & flash, use of non-intrinsically
safe equipment, opening of junction boxes, use of portable internal
combustion engines and / or similar operations etc.);

2. Cold Work:

– Any activities or equipment which does not have the potential to generate
sparks (erecting/ dismantling of scaffolding, cold cutting, etc.).

©UPSTREAM HSE 2017 40

Open
 Remove Watermark Wondershare
PDFelement

1.4 PTW Requirements

PTW applicability:

3. Work in confined space :

– Any enclosed or partially enclosed space, either above or below ground or

deck level, where entry is possible and where accumulation of dust or gases
which are flammable or hazardous to health

4. Excavation work of the ground in excess of 150mm (15cm / 6in) -

brownfield

5. Mechanical lifting activities involving pedestal, mobile and gantry crane

©UPSTREAM HSE 2017 41

Open
 Remove Watermark Wondershare
PDFelement

1.4 PTW Requirements

PTW applicability:

6. Bypass of Safety Critical Protective Devices (SCPD) i.e. for

maintenance activities or faulty/prolong SCE

7. Work requiring Energy Isolation (physical, electrical and radiation)

8. Diving activities e.g. inspection and maintenance of subsurface structures,

decommissioning of facilities, etc.

9. Vehicle Entry to PETRONAS Carigali designated / process area

Job Method Statement may be used to determine

whether an activity require multiple PTW or not.
Some activities may be clustered under one scope
with one PTW.

©UPSTREAM HSE 2017 42

Open
 Remove Watermark Wondershare
PDFelement

1.5 Hot Work in non-hydrocarbon Facilities

 Work may be carried out without conducting gas test as it is not
expected presence of Hydrocarbon (liquid or vapour) in the area.

 However, other controls and recovery measures in making safe the

activity shall still be implemented.

Non-hydrocarbon facilities are:

• do not process, store or operate hydrocarbon or any flammable materials in its facilities.
E.g. supply base, office, base camp, fabrication yard, etc.

©UPSTREAM HSE 2017 43

Open
 Remove Watermark Wondershare
PDFelement

1.6 Hot Work In Hazardous Area

Hierarchy of hot work management in hazardous area;

 Where possible, hot work should not be carried out in hazardous

area.

 However, if the hot work is unavoidable, the next preference is to

shutdown, depressurise and render hydrocarbon-free. This is to
minimize the potential source of fuel that may be ignited by the
spark produced from the hot work activities.

 If hot work needs to be carried out on live facilities, the conduct of

hot work shall comply with the hierarchy of hot work management.

1. No draining or venting of hydrocarbon within 15m radius of the location of hot work
2. Inspect all equipment used before and during hot work e.g. welding machine, cable, hose, gas cylinders,
torches, fire blanket, gas regulators.
3. Proper control of vehicle entry into process areas
©UPSTREAM HSE 2017 44
Open
 Remove Watermark Wondershare
PDFelement

Hazardous Area – Zone 0

Hazardous area in which a flammable atmosphere is continuously
present or present for a long period

Limitation

 No hot work, unless the facility is shutdown, de-pressurise and

render hydrocarbon-free.

©UPSTREAM HSE 2017 45

Open
 Remove Watermark Wondershare
PDFelement

Hazardous Area – Zone 1

Hazardous area in which a flammable atmosphere is likely to occur in normal
operation.

Limitation

 For open flame hot work e.g. oxy cutting, grinding etc. - the facility shall
be shutdown, depressurise, hydrocarbon-free and positively isolated.

 For blasting - the activity shall only proceed after conversion of instrument
gas to instrument air, flanges are wrapped and the area is barricaded

 Non-open flame/non-blasting hot work e.g. use of portable hand-held and

mobile non-intrinsically safe (non-Ex) equipment e.g. mobile genset,
mobile air-compressor, etc. - may proceed with implementation of other
control and recovery barriers (e.g. PETI).

For blasting on process piping where the remaining wall thickness is less than the corrosion
allowance, the piping/equipment shall be shutdown prior blasting.
©UPSTREAM HSE 2017 46
Open
 Remove Watermark Wondershare
PDFelement

Hazardous Area – Zone 1 Decision Flowchart

©UPSTREAM HSE 2017 47

Open
 Remove Watermark Wondershare
PDFelement

Hazardous Area – Zone 2

Hazardous area in which a flammable atmosphere is not likely to occur in
normal operation and if it occurs will exist only for a short period

Limitation

 Open flame hot work on live facility shall only proceed with use of
Pressurised Habitat

 For blasting - the activity may only proceed after conversion of instrument
gas to instrument air, flanges are wrapped and the area is barricaded

 Non-open flame/non-blasting hot work e.g. use of portable hand-held and

mobile non-intrinsically safe (non-Ex) equipment e.g. mobile genset,
mobile air-compressor, etc. - may proceed with implementation of other
control and recovery barriers (e.g. PETI).

For blasting on process piping where the remaining wall thickness is less than the corrosion
allowance, the piping/equipment shall be shutdown prior blasting.
©UPSTREAM HSE 2017 48
Open
 Remove Watermark Wondershare
PDFelement

Hazardous Area – Zone 2 Decision Flowchart

©UPSTREAM HSE 2017 49

Open
 Remove Watermark Wondershare
PDFelement

1.6 Hot Work In Hazardous Area

Additional requirements

 Rigorous risk assessment shall also be conducted for all hot work
activities and attach to the permit.

 Regular gas testing at site shall be carried out for any hot work
activity.

 For hot work inside confined space, in addition to the hot work
requirement, the confined space entry requirement (e.g. medical
declaration, CSE training, etc.) shall be fully complied with.

©UPSTREAM HSE 2017 50

Open
 Remove Watermark Wondershare
PDFelement

SECTION 2
Roles and Responsibilities

©UPSTREAM HSE 2017 51

Open
 Remove Watermark Wondershare
PDFelement

2.1 PTW Signatories

 All PTW Signatory and user shall completed PTW Level 2 or Level 3
and passed the required assessment.

 PTW signatories shall be formally appointed by Head of Asset or

equivalent through issuance of appointment letter.

©UPSTREAM HSE 2017 52

Open
 Remove Watermark Wondershare
PDFelement

2.1 PTW Signatory Matrix

Signatories Personnel

Approving Authority (AA) Offshore Installation Manager (OIM)/ Terminal

Superintendent (TS)/ CSR1/ Drilling Supervisor2

Authorised Supervisor
Operations Supervisor/ Maintenance Supervisor
(AS)

Approving Authority
Senior Technician/Technician
Representative (AAR)

Applicant/Receiving Competent PETRONAS Carigali / Contractors’

Authority (RA) Personnel

Competent PETRONAS Carigali / Contractors’

Work Leader (WL)
Personnel

1. Shall be appointed by company, for a project at location that is out of sight of OIM/TS.
2. Shall be appointed by company and agreed with area/location OIM, a drilling activities not
on a platform, e.g. drilling rigs or jacket.

©UPSTREAM HSE 2017 53

Open
 Remove Watermark Wondershare
PDFelement

2.1.1 Approving Authority (AA)

Accountability
1. Approve work permit, ensure all precautions are specified, controls in place and work performed in a safe and
efficient manner.
2. Update list of authorised PTW signatories regularly.
3. Instruct AAR to inspect work site is safe for work start and completion.
4. Ensure handover for outstanding work each shift/crew change is effective.

OIM/TS/Drilling Supervisor/CSR
Who Shall be formally appointed through issuance of appointment letter or approved list of AA signed by Head
of Asset or Equivalent
Prior to 1) All hazards associated with jobs are identified and risks have been reduced to ALARP;
approve
the PTW, 2) Authorized work does not endanger other ongoing operations;
AA shall 3) All personnel involved in work described in work permit are competent;
verify and
ensure: 4) All workers aware of conditions as stated in PTW/Certificate and precautions to be implemented
before start of work;
5) Other PTW/work activities that may interact are cross-referenced;
6) All approved supporting certificates/documents attached & made known to all concerned parties;
7) Required equipment and PPE are adequate for completion of work safely; and
8) Applicant/RA are aware on contents and requirements of PTW prior to work execution.

©UPSTREAM HSE 2017 54

Open
 Remove Watermark Wondershare
PDFelement

2.1.2 Authorised Supervisor (AS)

Accountability
1. Ensure all precautions are specified, controls in place, and work performed safe and efficiently.
2. May be the AA upon approval from respective management.

Responsible
1. Update list of authorised PTW signatories regularly.
2. Responsible to instruct AAR that work site shall be inspected and safe before and completion of work
3. Ensure handover for outstanding work is effective.
Who Production Supervisor, Maintenance Supervisor, Operation Supervisor, CSR, etc.
Prior to 1) All hazards associated with work are identified and risks have been reduced to ALARP;
endorse the
PTW & 2) Authorized work does not endanger other ongoing operations in the facility;
certificates, 3) Work preparation such as energy isolation/ LOTO have been completed and applicable
AS shall verify
and ensure: certificates have been approved;
4) JHA had been reviewed with RA/WL/Applicant before endorsing it;
5) Other PTW/work activities that may interact have been cross-referenced;
6) Supporting certificates ensure they are made known to concerned parties; and
7) Required equipment and PPE are adequate for completion of work safely.

©UPSTREAM HSE 2017 55

Open
 Remove Watermark Wondershare
PDFelement

2.1.3 Approving Authority Representative (AAR)

Who A competent company technician:
Shall 1. Conduct site verification (JSV) to ensure all conditions and safety precautions set out on the
PTW/Certificates implemented on site before work to proceed;
2. Ensure hazards associated with job are identified and risks have been reduced to ALARP;
3. Ensure authorized work does not endanger other ongoing operations in the facility;
4. Physically mark, barricade and place tag on items/equipment to be worked onsite;
5. Cross reference other PTW/work activities that may interact;
6. Verify implementation all control stated in supporting certificates and ensure that
certificates/relevant documents attached and made known to all concerned parties;
7. Ensure required equipment and PPE are adequate for safe completion of the work;
8. Ensure work site is inspected before work begins, suspended and on completion; and
9. Ensure effective handover for outstanding work after each shift/crew change.

©UPSTREAM HSE 2017 56

Open
 Remove Watermark Wondershare
PDFelement

2.1.4 Work Leader (WL)

Responsible
1. Responsible for planning and supervising safe execution of work.

Who A company or Contractors personnel e.g. Technician, Engineer, Planner etc.

WL shall 1) Confirm site conditions is safe for work execution as required by PTW form and certificates and
agree by signing them;
2) Explain to workers on JHA and PTW requirements at start of each shift or commencement of
work;
3) Supervise work and remain at work site at all times during work execution;
4) Ensure scope of work in each PTW form is limited to a single job;
5) Conduct joint site inspection (JSV) at work site with AAR to verify all precaution and mitigation
in placed prior to work execution;
6) Ensure no deviation from condition as defined in PTW form. WL may take on additional
responsibilities as RA when deemed necessary; and
7) Return PTW form to RA for suspension or upon completion of work.

To prevent ineffective work supervision, Approving Authority should decide the number of work
a WL can supervise at one time.
©UPSTREAM HSE 2017 57
Open
 Remove Watermark Wondershare
PDFelement

2.1.5 Applicant/Receiving Authority (RA)

Responsible
1. Responsible in execution, planning and supervising of the work.

A Company or Contractor personnel formally appointed through issuance of appointment letter or

Who
approved list of Applicant/Receiving Authority signed by The Contract Holder or OIM.
He / She shall 1) Describe work activity, tools/equipment, number of workers, work equipment/location
2) Complete the JHA specifying hazards and precautions to be taken;
3) Prepare worksite and implement all identified control and recovery barriers;
4) Discuses detail work scope with AS and/or Approving Authority (AA);
5) Ensure PTW display at work site and workers briefed on PTW & JHA requirements;
6) Ensure precautions are complied with throughout work activity;
7) Ensure workers understand any change, work shall stop and advice sought;

©UPSTREAM HSE 2017 58

Open
 Remove Watermark Wondershare
PDFelement

2.1.5 Applicant/Receiving Authority (RA)

Responsible
1. Responsible in execution, planning and supervising of the work.

A Company or Contractor personnel formally appointed through issuance of appointment letter or

Who
approved list of Applicant/Receiving Authority signed by The Contract Holder or OIM.
He / She shall 8) Ensure scope of work in each PTW is limited to a single job;
9) Ensure workers stay within work limits as defined in PTW form; and
10) Ensure site is kept in safe and AS and/or AA duly informed on completion or suspension of the
work.

Approving Authority has the right to limit the number of work permits RA can apply. This is to
ensure sufficient time is allocated to identify hazards associated with the work and to ensure
effective control barriers can be proposed.

©UPSTREAM HSE 2017 59

Open
 Remove Watermark Wondershare
PDFelement

2.2 Entry Supervisor (ES)

Person trained on safe working in confined space AND appointed to supervise confined space
Who
entry. (Malaysian regulation requires ES to be trained, certified and registered with DOSH)
ES specifically 1) Plan work and prepare required documentation;
for the CSE
shall: 2) Lead risk assessment or JHA development;
3) Supervise activity before, during and after entry operation;
4) Verify gas tests specified in PTW/entry permit conducted and space is safe for entry;
5) Confirm understanding and acceptance of conditions of PTW and entry certificate;
6) Explain JHA contents, emergency response and PTW conditions to workers;
7) Identify all authorised entrants, standby person and alternate;
8) Verify entry conditions remain safe whenever responsibility is transferred and at intervals
dictated in PTW form;
9) Verify control measures are in place e.g. ventilation, designated PPE, RPE are used;
10) Terminate entry if acceptable entry conditions cannot be maintained; and
11) Verify rescue services are available before any entry and that means for summoning them are
operable.

©UPSTREAM HSE 2017 60

Open
 Remove Watermark Wondershare
PDFelement

2.3 Firewatcher
 Prepare area for hot work, e.g. check fire extinguisher, barricade,
cover trenches, use fire retardant blankets, pressurised water
hose, etc.;

 Respond when there is fire during hot work; and

 If trained as a gas tester, monitor LEL if continuous monitoring is

required for hot work.

©UPSTREAM HSE 2017 61

Open
 Remove Watermark Wondershare
PDFelement

2.4 CONTRACTOR’S MANAGEMENT

Shall ensure their employees:

 Undergo PETRONAS Carigali PTW awareness training and/or

PETRONAS Carigali Certification Training (for signatories); and

 Qualified and competent to execute their duties as per contract

requirement.

©UPSTREAM HSE 2017 62

Open
 Remove Watermark Wondershare
PDFelement

2.5 INDIVIDUALS WORKING UNDER PTW SYSTEM

He / She Shall ensure that:

 Attended PTW Level 1 Competency Training and has passed the

assessment before going to worksite

 Start work required PTW/certificate until it has been properly

authorised and issued;

 Being briefed by WL on the particular work and understand

hazards and precautions including those stipulated in JHA to
ensure safe execution of work;

 Fully comply with instructions/conditions specified in PTW

form/certificate;

©UPSTREAM HSE 2017 63

Open
 Remove Watermark Wondershare
PDFelement

2.5 INDIVIDUALS WORKING UNDER PTW SYSTEM

He / She Shall ensure that:

 Stop work and consult the WL, if in doubt, or if circumstances

change;

 Make safe site and equipment when work stop or suspended; and

 Upon completion of work restore work site to its normal condition.

For a worker that required to go to worksite before attending and complere PTW Level 1
Competency Training, procedural management of change (PMOC) to be raised and obtain
necessary approval. He shall attend the training at the worksite and pass the assessment
before allowed to work at the worksite.

©UPSTREAM HSE 2017 64

Open
 Remove Watermark Wondershare
PDFelement

SECTION 3
PTW System Implementation

©UPSTREAM HSE 2017 65

Open
 Remove Watermark Wondershare
PDFelement

3.1 PTW General Requirements

Site Management shall ensure:-

 PTW signatory & SME to approve supporting certificate is available

and updated.

 Facilities for preparation of PTW application are available.

 Adequate time for identification of hazards, effects, precautions

and control measures.

 Related permits/certificates are being referred to.

 System isolated as per the Energy Isolation Procedure.

 PTW requirements communicated to all i.e. toolbox meeting.

 Display PTW forms for works within their sites on display board.

©UPSTREAM HSE 2017 66

Open
 Remove Watermark Wondershare
PDFelement

3.1 PTW General Requirements

Site Management shall ensure:-

 PTW & Certificates recoded in PTW Logbook.

 All PTW and Certificates revalidated and tracked to closure.

 Records retained - one year/as specified by local authority. Related

to incident cases - throughout the facilities’ lifecycles

 Sections 1 - 8 of PTW form & Hand back Section mandatory to be

filled.

 Specific Job Hazard Analysis (JHA) shall be developed for all PTW
application.

 PTW Validity Period is up to 7 consecutive days provided no

changes from the original application, except work in confined
space.

©UPSTREAM HSE 2017 67

Open
 Remove Watermark Wondershare
PDFelement

3.1 PTW General Requirements

In PETRONAS Carigali there are two different PTW documents :

1. Hot Work permit (an A3 document)

©UPSTREAM HSE 2017 68

Open
 Remove Watermark Wondershare
PDFelement

3.1 PTW General Requirements

In PETRONAS Carigali there are two different PTW documents :

2. A Cold Work permit (an A3 document)

©UPSTREAM HSE 2017 69

Open
 Remove Watermark Wondershare
PDFelement

3.1 PTW General Requirements

The Following details shall be logged:

©UPSTREAM HSE 2017 70

Open
 Remove Watermark Wondershare
PDFelement

3.1 PTW General Requirements

Tool Box Meeting

 Applicant/RA/WL shall conduct Tool Box Meeting whenever PTW is applied

and approved.

 A new toolbox meeting shall be conducted if new PTW is applied or prior to

revalidation of the PTW.

 Plan for the work activity is explained

 Individual responsibilities are identified

 Procedures reviewed

 Hazards discussed

 Refresher meeting if necessary

 Conduct final identification of hazard of worksite conditions

 Associated certificates requirements

The Toolbox Meeting shall only be conducted after the PTW has been approved.

©UPSTREAM HSE 2017 71

Open
 Remove Watermark Wondershare
PDFelement

3.2 Hot Work – Application & Site Preparation

 Discuss with AA/AS/AR on the activities, PTW & JHA requirements.

 Complete and submit the Hot Work Permit

 Details of the Hot Work

 Hazardous area classification

 Identify hazards & control, precautions, and PPE required.

 Attach required certificates, JHA and other documents. AS verify

and propose additional precautions to minimise the risk associated
with the work to ALARP.

 AS determine Gas Test requirements

 Identify parties, communicate and get initial from identified

parties.

©UPSTREAM HSE 2017 72

Open
 Remove Watermark Wondershare
PDFelement

3.2 Hot Work – Application & Site Preparation

 After all requirements are met and relevant documents attached,

RA sign, AS to endorse and AA approve the PTW/JHA/Certificates.

 After site preparation completed

 Conduct Joint Site Visit (AAR and RA/WL)

 Sign to confirm work requested can be carried out safely

and proceed with Hot Work activity.

 In the event that non-conformities or new hazards are found

 Permit shall not be signed or suspended i.e. activity

stopped.

 Activity shall be resumed after rectification and site

conditions is safe and subsequent approval from AA
obtained.

©UPSTREAM HSE 2017 73

Open
 Remove Watermark Wondershare
PDFelement

3.3 Cold Work – Application & Site Preparation

 Discuss with AA/AS/AR on the Activities, PTW & JHA requirements.

 Complete and submit Cold Work Permit

 Details of Cold Work

 Additional precautions, AS confirm hazardous area

classification.

 Identify hazards and risk controls, precautions and PPE

required.

 Attach required certificates, JHA and other documents. AS verify

and propose additional precautions to minimise the risk associated
with the work to ALARP.

 AS determine Gas Test requirements.

©UPSTREAM HSE 2017 74

Open
 Remove Watermark Wondershare
PDFelement

3.3 Cold Work – Application & Site Preparation

 Identify parties, communicate and get initial from identified

parties.

 After all requirements are met and relevant documents attached,

RA sign, AS to endorse and AA approve the PTW/JHA/Certificates.

 After site preparation completed

 Conduct Joint Site Visit (AAR and RA/WL)

 Sign to confirm work requested can be carried out safely

and proceed with Cold Work activity.

For work that is conducted by Contractors where CSR is at site (e.g. drilling, construction), the
CSR shall be one of the mandatory parties to be informed of the work. He/she shall indicate
acknowledgement by signing in Section 6 of the Cold Work PTW form.

©UPSTREAM HSE 2017 75

Open
 Remove Watermark Wondershare
PDFelement

3.3 Cold Work – Application & Site Preparation

 In the event that non-conformities or new hazards are found after

work commences,

 permit shall be suspended and activity stopped.

 Only resume after rectification/site conditions is safe and subsequent

approval from AA obtained.

©UPSTREAM HSE 2017 76

Open
 Remove Watermark Wondershare
PDFelement

3.3 Cold Work – Application & Site Preparation

 For URGENT UNPLANNED cold work on REMOTE FACILITIES,

 AAR shall obtain approval from AA first. The communication recorded

electronically or in log book for assurance references.

 AAR shall provide the following information to AA for AA’s decision making:

1) Details of cold work to be carried out including special instructions;

2) Job Hazard Analysis;

3) PPE for the work required; and

4) Complementary certificates required.

• Applicant fill in the PTW form accordingly, after AAR obtained the approval from the AA,
write “Discussed and approved verbally” on the AA signatory section/column.

©UPSTREAM HSE 2017 77

Open
 Remove Watermark Wondershare
PDFelement

3.4 Work Execution for Hot and Cold Work

 Applicant/RA and/or WL

 brief all workers on hazards and conditions of PTW before work.

 verify precautions are continuously implemented by site and regularly

check work site to identify and correct any deviation to PTW requirements.

 PTW form & certificates displayed at work site & copy retained in CCR.

 AS and/or AAR regularly check work site

 Conduct Gas Test as specified

 Execute STOP Work policy if conditions unsafe

©UPSTREAM HSE 2017 78

Open
 Remove Watermark Wondershare
PDFelement

3.4 Work Execution for Hot and Cold Work

 Suspended PTW until conditions are made safe or closed if

necessary.

 At the suspension of the activity (e.g. end of shift, stop work,

alarm, etc.) PTW shall be suspended and return to operations
team.

 Daily revalidation and endorsement by WL, AAR and AA may be

given provided PTW validity conditions are met.

• For any work activity that to be extended beyond the normal shift period, the activity may
continue and the handover to the incoming AA & AAR shall be performed as part of the shift
handover process.
• Extended working hour shall observed the PCSB Fatigue Management at the Workplace
requirements
©UPSTREAM HSE 2017 79
Open
 Remove Watermark Wondershare
PDFelement

3.5 Work Completion

 When work completed restored site to normal condition.

 AAR verify worksite and sign-off PTW if condition is satisfactory.

 AA shall sign-off PTW for work completion and permit hand-back

(closure).

©UPSTREAM HSE 2017 80

Open
 Remove Watermark Wondershare
PDFelement

3.6 PTW Validity

PTW Validity Conditions:-

 Work is conducted within the period of issuance, up to 7

consecutive days, inclusive of the day of issuance;

 Work Leader remain the same;

 Equipment remain the same;

 Work activity remain the same;

 Work site conditions remain the same;

 All Contractors/workers involved has been briefed on JHA & PTW

form contents; and

 Required signatures are in place.

©UPSTREAM HSE 2017 81

Open
 Remove Watermark Wondershare
PDFelement

3.6 PTW Validity

 For Wireline Operations, extension shall be allowed provided that:

 During suspension, the well made safe by reinstate SCSSV

and SSV daily;

 Single control panel shall be switched to Wellhead Control

Panel (WHCP);

 Tools shall be retrieved from well; and

 Operation is performed by same crew on same well.

 During equipment test run, all PTW for cold work and wireline
operations suspended. All PTW for hot work shall be closed and re-
applied to resume the work.

©UPSTREAM HSE 2017 82

Open
 Remove Watermark Wondershare
PDFelement

3.6 PTW Validity

 During Emergency Shutdown (ESD) / General Platform Alarm

(GPA) activation

 all work shall stop and PTW suspended.

 secured and made safe worksite.

 all personnel proceed to designated muster stations.

 If false alarm or emergency drill, work may resume after AA

confirmed, condition remains the same and safe.

 For confirmed emergency, all PTW and associated

certificates cancelled and re-applied prior to resume work as
worksite condition has changed.

©UPSTREAM HSE 2017 83

Open
 Remove Watermark Wondershare
PDFelement

3.6 PTW Validity

 PTW validity shall be suspended daily (as per the Fatigue

Management requirements) and daily revalidation required to
verify conditions remains the same and all controls are in place.

1. A PTW may require several certificates before it may be validated.

2. If change of AAR or AS or AA during the validity period, the new AAR or AS or AA shall do
the revalidation.

©UPSTREAM HSE 2017 84

Open
 Remove Watermark Wondershare
PDFelement

PTW Process Flow

Application & Site Preparation Work Execution Work Completion

START

RA & WL
Communicate the PTW requirements
Applicant/RA
Fill in Sect..1 to 4 of PTW
WORKERS
Sign on JHA to accept the requirements
NOTE:
Applicant/RA
At the end of the shift/work, JSV shall
Prepare & Attach required Certificates RA/WL be conducted by WL/RA/Applicant and
Monitor/Ensure safety & AAR to confirm housekeeping and site is
conditions of the worksite restore to it original conditions

Applicant/RA/WL & AS
Discuss works cope, hazards,
precautions and PPE requirements RA/WL
Applicant/RA Place & display copies of the
Raise required/additional WL/RA and/or
PTW as required AAR
certificates
AS Implement additional Applicant/RA
Verify attached Certificated & Record control to make safe Rectify, housekeeping and restore
Cert. No. in Sect. 5 AS and/or AAR the worksite the worksite to satisfactory
Check site regularly

NO
All certificates WL
available? Confirm completion by signing in
Safe worksite?
Sect.11
NO
YES

YES WL, AAR & AA

AA Stop work & suspend Revalidate and verify
Identify other parties need to be PTW Worksite
requirements and
NOTE: communicated on the PTW in Sect. 6 condition NO
conditions and sign in
For work requiring gas restore to
Sect. 10
test, AS shall determine WL/RA/AAR normal?
the test frequency Applicant/RA, AS & AA Rectify & improve work condition
Sign for Accept, Endorse & Approve in YES
Sect. 7
NO
AAR
Safe worksite? Verify completion at worksite and
Applicant/RA
sign off at Sect.11
Obtain initials from the identified parties
in Sect. 6
YES
NOTE:
Continue/Resume work After the 7 days or any of
AAR & Applicant/RA/WL the PTW validity criteria is
AA
activities Close the PTW and Sign off at
Conduct joint site visit and verify PTW not meet, the PTW shall be
Requirements closed and new PTW to be Sect.11
applied

Work complete WL & AAR

AAR & WL at the end of NO Suspend and return the
Sign verification confirmation in shift? PTW and sign at Sect. 9
END
Sect. 8

YES

©UPSTREAM HSE 2017 85

Open
 Remove Watermark Wondershare
PDFelement

Summary of PTW System Implementation

Task Condition
Preparation Work activities requiring PTW shall be planned and coordinated, especially in managing risks associated with simultaneous activities.

Coordination Best achieved by one person i.e. AA to control the issue of PTW:
 Retain overall responsibility for all work activity
 Ensure each work is carried out efficiently
 Ensure one work activity does not interfere with another work.
Planning Proper planning required to ensure:
 Approval is obtained
 All are aware of the safety precautions
 All are aware that there shall be no interaction with other work activities
 Adequate time is available for identification of potential hazards, implementation of precaution and worksite preparation
Note:
• All planned job/PTW should be discussed in the daily afternoon coordination meeting for advance planning.

Isolation To ensure safe execution of work, isolation principle shall be adopted, prior to carrying out maintenance or repair. This shall be
determined by a number of factors, such as potential for pressure, dangerous substances, moving machinery and other hazards.

PTW Effective communication shall include:

Communication  Description and the scope of the work to be carried out;
 Potential hazards, precautions and controls;
 Proactive actions in the event of an emergency

PTW Display  Usually located in the main operations control room or designated by the plant management.
 On a remote area can be at a Central Location.
 All permits for the day are displayed on the board so that:
Communication on simultaneous activities
Facilitate PTW planning and work coordination
PTW Log Book  PTW and its associated certificates are approved, the details shall be recorded in a log book.
 This record serves as an information source when tracking or issuing additional documents.
 The log book must be maintained by AS for the facility.

©UPSTREAM HSE 2017 86

Open
 Remove Watermark Wondershare
PDFelement

SECTION 4
SUPPORTING CERTIFICATES

©UPSTREAM HSE 2017 87

Open
 Remove Watermark Wondershare
PDFelement

4.1 Certificate Type & Application Process

 PETRONAS Carigali PTW system has fourteen (14) supporting

certificates and one (1) form as below:

1. Confined Space Entry Certificate; 8. Temporary Electrical Installation

2. Radiation Certificate; Certificate;

3. Physical Isolation Certificate (PIC); 9. Lifting Certificate;

4. Electrical Isolation Certificate (EIC); 10. Excavation Certificate;

5. Limit of Electrical Access Certificate 11. Vehicle Entry Certificate;

(LoEA); 12. Road Obstruction/Closure Certificate;

6. Safety System Bypass/Override 13. Diving Certificate;

Certificate (SSBOC) - PM; 14. Working at Height Certificate.
7. Safety System Bypass/Override 15. Gas Form
Certificate (SSBOC) – Faulty/Prolong

©UPSTREAM HSE 2017 88

Open
 Remove Watermark Wondershare
PDFelement

4.1 Certificate Type & Application Process

 Certificates attached to PTW - assurance to AA appropriate safety

precaution taken and work is safe to be conducted.

 Required certificates completed and endorsed by Subject Matter

Expert (SME) of the activities – ensure all precautions are in place
prior to PTW application.

 The certificates dependent of the PTW, will follow the validity of

the PTW, and the requirements in the certificates shall be fulfilled
prior to the revalidation of the PTW.

©UPSTREAM HSE 2017 89

Open
 Remove Watermark Wondershare
PDFelement

4.1 Certificate Type & Application Process

 Cases for Standalone Certificates.

Certificate Reason for Standalone

Safety System Bypass/ Certificate may remain active after completion of work.
Override Certificate E.g. due to spare parts unavailability, which requires
(SSBOC) bypass of SCPD to be extended.

Physical Isolation
Certificate Certificates may remain active if work is yet to complete
Electrical Isolation and energy need to remain isolated. However, PTW form
Certificate need to be suspended and revalidated accordingly, up to 7
days.
Radiation Certificate

Certificate may remain active if work is yet to complete and

the work area may remain excavated, barricaded and
warning signs posted to prevent inadvertent access to the
Excavation Certificate
area. If the excavation area requires road closure, the road
shall remain closed. However, PTW form need to be
suspended and revalidated accordingly, up to 7 days.

Certificate may remain active if the work which involved

Road Obstruction road closure e.g. excavation, radiography test, etc., is yet
Certificate to complete. However, PTW form need to be suspended
and revalidated accordingly, up to 7 days.

©UPSTREAM HSE 2017 90

Open
 Remove Watermark Wondershare
PDFelement

4.1 Certificate Type & Application Process

 General Certificate Application Process Flow

START

Applicant/RA fill in information and work description in

the relevant certificate

Specialised
NO
work?

YES

SME for the activity will verify implementation of all

precautions and sign the certificate

AS will endorse that all precautions, controls and

mitigations has been identified and the activity is safe WL will verify implementation of all
to proceed by signing the certificate precaution and sign the certificate

AA will provide approval and indicate certificate

validation with conditions that all precautions and
controls are in placed and to be verified by the AAR

AAR conduct site verification and satisfy that the

activity is safe to proceed and provide confirmation by
signing the certificate

END

©UPSTREAM HSE 2017 91

Open
 Remove Watermark Wondershare
PDFelement

4.1 Certificate Type & Application Process

No. Certificate Application
1 Gas Test Form • Filled and attached to PTW form which requires gas testing, i.e. hot work and
work in confined space.

• Authorized Gas Tester (AGT) responsible to conduct gas testing and fill form.

• Conducted as part of site preparation and JSV to qualify that work place is
safe for work to commence

No Parameter Acceptable Limit

1 Oxygen (without BA) 20% to 20.9%
2 LEL Less than 10%
3 H S Less than or equal to 5ppm

2 Confined Space • Filled and attached to PTW for all work in confined space.
Entry Certificate
• Entry Supervisor shall be the person to declare all precautions required for
work in confined space has been implemented.

3 Safety System • Filled for any bypass/override/isolation/defeating of SCPD.

Bypass/Override • Bypass/override/isolation/defeating of SCPD shall be managed via two
Certificate
certificates i.e.:
(SSBOC)
I. Bypass/override/isolation/defeating of SCPD due to Planned Preventive
Maintenance; and
II. Bypass/override/isolation/defeating of SCPD due to faulty/prolong
bypass.

©UPSTREAM HSE 2017 92

Open
 Remove Watermark Wondershare
PDFelement

4.1 Certificate Type & Application Process

No. Certificate Application
4 Radiation • Filled for handling and isolating of equipment containing ionising radiation
Certificate; source.

• For isolating of equipment containing ionising radiation source, the certificate

may be standalone.

• RPO/RPS declare that all precautions required for work involving ionising
radiation source have been implemented.
5 Physical • Filled for work on process lines and equipment to confirm energy is positively
Isolation isolated.
Certificate (PIC)

6 Electrical • Filled for work on electrical equipment.

Isolation
Certificate (EIC) • Authorized competent person shall confirm that he/she has electrically
isolated the equipment to be worked on and has taken suitable precautions to
prevent accidental reconnection.
7 Limit of • Filled for Testing of Live Voltage conductors or for work in close proximity to
Electrical Access live conductors/equipment/ apparatus.
Certificate
(LoEA); • ACP/AP declare all precautions for work near live
conductors/equipment/apparatus have been implemented.
8 Temporary • For control of temporary electrical installation such as generator set, Earth
Electrical Leakage Circuit Breaker (ELCB) and power cable and socket.
Installation
Certificate;

©UPSTREAM HSE 2017 93

Open
 Remove Watermark Wondershare
PDFelement

4.1 Certificate Type & Application Process

No. Certificate Application
9 Excavation • Filled for all excavation work deeper than 150mm.
Certificate; • Competent person has checked worksite of a planned excavation, studied
layout drawings to ensure proposed excavation did not damaging existing
buried facilities (pipelines, drains and electric cables)
• Information and validity of Excavation Certificate shall be in line with
excavation plan.
• Additional documentation - Excavation plan, JHA and worksite layout
drawings.
10 Vehicle Entry • Control of entry of non-company vehicle into process areas.
Certificate
• One PTW valid for more than one certificate. One vehicle shall have one
certificate.
11 Road
• Filled whenever closure of road may affect or obstruct emergency/escape
Obstruction/Clo
route.
sure Certificate;
• Additional documentation - Plot plan indicate road closure and alternative
route.
12 Diving • For any work requiring diving activities e.g. pipeline inspection and
Certificate; maintenance, installation of subsurface structures and decommissioning.
• Diving Supervisor shall be the person to declare all precautions required for
diving work have been implemented.
• Additional documentations - Diving Plan and JHA.
• Diving work
• within 500m radius of the platform, relevant OIM shall be AA of PTW.
• outside 500m radius of the platform, CSR should be AA of PTW.
©UPSTREAM HSE 2017 94
Open
 Remove Watermark Wondershare
PDFelement

4.1 Certificate Type & Application Process

No. Certificate Application
13 Working at • Used for control of working at height activity.
Height
Certificate.
14 Lifting • Filled and attached to PTW whenever any of the following conditions exist:
Certificate i. Lifting over unprotected process equipment or wellheads;
ii. Lifting dangerous goods;
iii. Lifting exceeding 8 tonnes;
iv. Lifting inside confined spaces;
v. Lifting with sling not made of wire rope;
vi. Lifting with greater than four leg;
vii. Multiple crane lifts;
viii. Lifting at night;
ix. When removing or installing well head hatch cover/grating; or
x. When a safety device is bypassed.

• Lifting checklist shall be filled by Crane Operator for critical lifting which meets
criteria below:
i. Percent of capacity between 86% - 100% of load chart;
ii. Multiple cranes are used for lifting; or
iii. Any other criteria classified as critical lifting as per PTS 18.52.06: Lifting
(previous PTS no. 60.2103).

• AAR should have attended rigging and slinging training.

• Additional documentation - Lifting Plan (for critical lifting) and JHA.

©UPSTREAM HSE 2017 95

Open
 Remove Watermark Wondershare
PDFelement

Temporary Electrical Installation Certificate

 A temporary electrical installation – combination of electrical

equipment installed which intended to be used for temporary
period

START
Issue reject/Red
Sticker
NO

WL request
Installed YES
equipment Acceptable?
equipment at site
inspection

Notify WL to
Installed Blue
rectify or NO Acceptable? Perform Test run
sticker
replace

YES

API endorse PETI

AA approves the
Certificate and END
PETI certificate
record

©UPSTREAM HSE 2017 96

Open
 Remove Watermark Wondershare
PDFelement

Working at Height (WAH)

 Site supervisor

 Apply the WAH certificate when work permit to be issued,

 prepare WAH rescue plan (e.g. when working at scaffolding or permanent

platform above 6m, constructing/dismantling temporary platform, rope
access, working at the edge

 supervise/monitor the activity

 Site Manager

 ensure the engineering design execution including installation of plants and

equipment as per the WAH standards.

 Contractor Management

 provide all resources (manpower/equipment for WAH activities)

©UPSTREAM HSE 2017 97

Open
 Remove Watermark Wondershare
PDFelement

WAH Requirements

 All Ladder to be registered, maintained and inspected annually

 User shall inspect the full body harness and lanyard before used
and every 6 month by WAH Focal and Tagged.

 All precautions shall be specified in the Section 3 of WAH

certificate

 Thorough risk assessment shall be conducted for WAH at

night/adverse weather

 Minimum rescue at height equipment at worksite

 Ladder, Rescue pole, Rescue rope
 Spider (ascending & descending kit)
 Stokes litter/stretcher
 Block & tackle
 Rescue helmet

©UPSTREAM HSE 2017 98

Open
 Remove Watermark Wondershare
PDFelement

WAH Rescue

 Type of rescue
Snatch Rescue Ascent Rescue Descent rescue Cross Haul rescue Confines Space Stretcher Rescue
Tripod Rescue
A rescue where the A rescue where the A rescue where A rescue where the A rescue where the A rescue where the
casualty is slightly casualty is raised to the casually is casualty is casualty is raised casualty needs to be
raised so that their Fall the required lowered to the transferred from vertically out of a immobilized by the
Arrest Lanyard can be extraction location required one location to confined space is use of a Stretcher
removed from its extraction another location known as due to injury before
anchor and the location whilst in Suspension or after being
casualty can be either rescued
raised or lowered

 Rescue Requirement

Offshore Facilities on a Mother

Onshore Facilities
Platform
rescue team by Central emergency and primary rescue team shall come from
fire Services, primary rescue available the company/PCSB.
at site prior to the activity

©UPSTREAM HSE 2017 99

Open
 Remove Watermark Wondershare
PDFelement

SECTION 5
TRAINING

©UPSTREAM HSE 2017 100

Open
 Remove Watermark Wondershare
PDFelement

5.1 Training and Competency

Level 1: Awareness Level 2: Certification – Contractor Level 3: Certification – PCSB Staff

1. Duration 1-day 1. Duration 3-day 1. Duration 3-day

2. Assessment will cover topics 2. Assessment will cover topics below: 2. Assessment will cover topics below:
below: i. PTW Module; i. PTW Module;
i. PETRONAS ZeTo & General ii. JHA Module; ii. JHA Module;
HSE Heart & Mind iii. Associated Procedures iii. Confined Space Entry Module;
ii. PTW Module;  Confined Space Entry Module; iv. Energy Isolation Module;
iii. JHA Module;  Energy Isolation Module; v. Bypassing of Safety Critical Protective
iv. Associated Procedures  Bypassing of Safety Critical Device Module; and
 Confined Space Entry Protective Devices Module; and vi. PETRONAS ZeTo & General HSE Heart &
Module; iv. PETRONAS ZeTo & General HSE Mind
 Energy Isolation Heart & Mind 3. His/her appointment letter should state:
Module; and 3. His/her appointment letter should state: i. Approved to be a PCSB PTW Approver;
 Bypassing of Safety i. Approved to be a PCSB PTW ii. Accountable for all related activities stated
Critical Protective Applicant/user; in the PTW;
Devices Module. ii. Accountable for all related activities iii. Responsible to ensure PTW is
stated in the PTW; and implemented as per PCSB PTW
iii. Responsible to ensure PTW is requirements;
implemented as per PCSB PTW iv. Required to carry out PTW Tier-1 HSE
requirements. Assurance as required; and
v. Required to carry out daily PTW
Inspection.

1. Training conducted by PCSB Certified PTW Trainers.

2. Validity of the training shall be three (3) years.
3. The assessment passing mark is 85%.

©UPSTREAM HSE 2017 101

Open
 Remove Watermark Wondershare
PDFelement

5.1 Training and Competency

The minimum training requirements for different parties in PTW system are:
Level 1: Level 2: Certification - Level 3: Certification -
PTW Training Refresher
Awareness Contractor PCSB
√
Relevant Staff and Contractor Workers √
(1 day)
Firewatcher √ √
Permit Applicant √ √ √
Receiving Authority (RA) √ √ √
Work Leader (WL) √ √ √
Approving Authority (AA) √ √
Authorised Supervisor (AS) √ √
Approving Authority Representative (AAR) √ √
Authorised Gas Tester (AGT) √ √
Approving Authority for Certificate (AAC) √ √
Entry Supervisor √ √
Company Site Representative (CSR) √ √
Site Discipline Engineer √ √
Endorser for the Risk Assessment/ SSBOC e.g.
SME/TP/TA
√
PTW Trainer √ √
PTW SME √ √
©UPSTREAM HSE 2017 102
Open
 Remove Watermark Wondershare
PDFelement

SECTION 6
INSPECTION AND ASSURANCE

©UPSTREAM HSE 2017 103

Open
 Remove Watermark Wondershare
PDFelement

6.1 Daily Inspection

 AA shall instruct site personnel to carry out daily inspection.

 A daily checklist shall be used for this activity.

 Adequate PTW sampling during inspection. Minimum of 10% of PTW

volume for the day.

 Findings shall be reported for corrective actions.

©UPSTREAM HSE 2017 104

Open
 Remove Watermark Wondershare
PDFelement

6.2 Quarterly PTW Assurance

 AA shall plan and conduct Tier-1 HSE assurance on PTW minimum
quarterly.

 To comply with MCF requirements.

 Tier-1 HSE assurance checklist shall be used for this activity.

 Assurance shall cover all phases of PTW system.

 Non - compliance and deficiencies observed shall be corrected and track

until closure.

©UPSTREAM HSE 2017 105

Open
 Remove Watermark Wondershare
PDFelement

PCSB PERMIT TO WORK (PTW)

Prepare PTW and Certificate Process

© 2014 PETROLIAM NASIONAL BERHAD (PETRONAS)

All rights reserved. No part of this document may be

reproduced, stored in a retrieval system or transmitted in any
form or by any means (electronic, mechanical, photocopying,
recording or otherwise) without the permission of the copyright
owner.
©UPSTREAM HSE 2017 106
Open
 Remove Watermark Wondershare
PDFelement

HOT WORK PERMIT

Permit Application Process

©UPSTREAM HSE 2017 107

Open
 Remove Watermark Wondershare
PDFelement

Hot Work Permit Form

©UPSTREAM HSE 2017 108

Open
 Remove Watermark Wondershare
PDFelement

Hot Work Permit – Section 1

Applicant/RA will enter the following:-
1. Own name and identity number (e.g. side)
Parmjit Singh) 9. Work Description (e.g. welding on
2. Date of application (e.g. 8th April 2013) cracked pump skid)
3. Own department/company’s name (e.g. 10. Area classification (e.g. Zone 1)
Dayang Enterprise Sdn. Bhd) 11. Special work instruction, if applicable
4. Name facility (e.g. Angsi Platform) (e.g. HAZMAT suit is mandatory to be
5. Equipment No (e.g. P-1010A) worn)
6. Location (e.g. ANDP-A) 12. Type of hot work allowed – cross
7. Work Order No (if any) whichever is applicable (e.g. welding,
grinding)
8. Specific Worksite (e.g. Cellar Deck, East

1 2 10
4 11
3
7
5
8
6

12

©UPSTREAM HSE 2017 109

Open
 Remove Watermark Wondershare
PDFelement

Hot Work Permit – Section 2

1. Applicant/RA will cross [X] the hazards associated with the work. In determining
the hazards, the Applicant/RA may refer to:
 Work procedures
 JHA
 Consultation with AS and/or CSR (any other relevant hazards shall be added
by the AS and/or CSR)
2. The AS is accountable to ensure that hazards are adequately identified

Any relevant box has to be ticked, instead of inserting as ‘NOT APPLICABLE’

©UPSTREAM HSE 2017 110

Open
 Remove Watermark Wondershare
PDFelement

Hot Work Permit – Section 3

1. Applicant/RA will cross [X] the applicable worksite preparations and precautions. In determining
the precautions, the Applicant/RA may refer to:
 Work procedures
 JHA
 Hazards and Effects Register (HER)
 Consultation with AS and/or CSR (any other relevant precautions shall be added by the AS
and/or CSR)
2. Specific hot work precautions shall also be identified with a cross [X]. The gas test frequency (if
required) to be determined by the AS.
3. Any additional precautions shall be specified by the Applicant/RA.
4. The AS is accountable to ensure that worksite preparation/precaution are adequately identified.

The gas test results shall be recorded in the Gas Test Form.

©UPSTREAM HSE 2017 111

Open
 Remove Watermark Wondershare
PDFelement

Hot Work Permit – Section 4

1. Applicant/RA will cross [X] the applicable PPE for the work. In determining the
required PPE, the Applicant/RA may refer to:
 Work procedures
 JHA
 Hazards and Effects Register (HER)
 Consultation with AS and/or CSR (any other relevant PPE shall be added by the
AS and/or CSR)

©UPSTREAM HSE 2017 112

Open
 Remove Watermark Wondershare
PDFelement

Hot Work Permit – Section 5

1. The AS will verify the submission of the certificates and other relevant documents. If
required, the AS will identify the needs of other certificates/documents.

2. The AS will record the certificate/documents number.

©UPSTREAM HSE 2017 113

Open
 Remove Watermark Wondershare
PDFelement

Hot Work Permit – Section 6

1. The AA shall then determine the relevant parties that need to be informed with
regards to the work. For work where CSR is at site, he/she shall be one of the
mandatory signatory in the acknowledgement column.
2. The Applicant/RA shall then obtain the relevant signatures.

The signature may be obtained prior or during the JSV for acknowledgement by the relevant parties before the work start.

©UPSTREAM HSE 2017 114

Open
 Remove Watermark Wondershare
PDFelement

Hot Work Permit – Section 7

1. Prior to the joint site verification, the Applicant/RA shall then obtain the relevant
signatures.
2. The Applicant/RA shall sign the permit to accept the requirements and conditions
stated in the Hot Work.
3. AS sign to endorse all relevant documentation and requirement, precautions and
mitigation has been identified and to be implemented at site prior to the work.
4. Then the AA sign to approve/authorise the Hot Work Permit with conditions that all
requirements, mitigation, control barrier, precautions to be implemented accordingly
for the safe execution of the work

©UPSTREAM HSE 2017 115

Open
 Remove Watermark Wondershare
PDFelement

Hot Work Permit – Section 8

1. Joint site visit will be carried out by the AAR together with the Applicant/RA/WL to
verify worksite preparations is completed and all the mitigation, precautions and
control barrier are in placed prior commencement of work.
2. The Applicant/RA/WL and AAR shall then sign the permit to indicate confirmation
and satisfied that it is safe to proceed with the work requested.

• During the site visit, the AAR shall bring along the whole set of the PTW with other relevant documents.
• Any nonconformity or new hazard observed/discovered during the JSV, AAR shall not sign and proceed with the Permit, until
the nonconformity/hazard has been mitigated, recorded and discussed with the AA.

©UPSTREAM HSE 2017 116

Open
 Remove Watermark Wondershare
PDFelement

Hot Work Permit – Section 9

1. WL to return PTW form to RA for suspension or upon completion of work.
2. WL and AAR to sign and indicated the reason for suspension.
3. During the suspension worksite to be secure and make safe, PTW shall be
suspended and return to operations team.

• PTW shall be suspended until conditions are made safe. In the event conditions remain unsafe, PTW shall be closed.
• In the event that the work activity extended beyond the normal shift hours, the suspension may not be required upon
agreement between the current and incoming AAR & AA as part of the shift handover process.

©UPSTREAM HSE 2017 117

Open
 Remove Watermark Wondershare
PDFelement

Hot Work Permit – Section 10

1. PTW validity shall be suspended when the work is suspended e.g. end of shift and
daily revalidation shall be required to verify conditions of worksite remains the same
and all controls are in place and meet all the conditions specified in sub-section 3.6
PTW Validity.
2. AA revalidate to authorise the work to be resume, and Applicant/WL/RA and AAR
conduct the JSV and at site and verify to satisfy the work can be proceed safely.
3. In the event there is change of AAR or AS or AA during the validity period, the new
AAR or AS or AA shall do the revalidation in Section 10 in the next shift where
necessary.

• Toolbox briefing should be carried out at worksite before start of work (every shift) by Work Leader (WL) to his work crew
highlighting potential hazards associated with work and precautions to be taken throughout execution of work

©UPSTREAM HSE 2017 118

Open
 Remove Watermark Wondershare
PDFelement

Hot Work Permit – Section 11

1. After completion of work, the WL will collect all the PTW copies and sign in Section
11 to confirm that the worksite has been restored to its normal state.
2. The AAR shall then carry out site verification to ensure the worksite is safe and
restored to its normal condition. He/she will then sign the permit to indicate
acceptance and informed AS/AA.
3. The AA will confirm that the work has been completed and closed by signing in
Section 11.

• The WL/RA will inform on the completion of work to the AS or AA. The AS or AA will then instruct the AAR to carry out Joint
Site Verification. For work on remote installation, the completion of the work shall be informed to the AAR.

©UPSTREAM HSE 2017 119

Open
 Remove Watermark Wondershare
PDFelement

COLD WORK PERMIT

Permit Application Process

©UPSTREAM HSE 2017 120

Open
 Remove Watermark Wondershare
PDFelement

Cold Work Permit Form

©UPSTREAM HSE 2017 121

Open
 Remove Watermark Wondershare
PDFelement

Cold Work Permit – Section 1

Applicant/RA will enter the following:-
1. Own name and identity number (e.g. 8. Specific Worksite (e.g. Cellar Deck, East
Parmjit Singh) side)
2. Date of application (e.g. 8th April 2013) 9. Work Description (e.g. welding on
3. Own department/company’s name (e.g. cracked pump skid)
Dayang Enterprise Sdn. Bhd) 10. Area classification (e.g. Zone 1)
4. Name facility (e.g. Angsi Platform) 11. Special work instruction, if applicable
5. Equipment No (e.g. P-1010A) (e.g. HAZMAT suit is mandatory to be
6. Location (e.g. ANDP-A) worn)
7. Work Order No (if any)

1 2 10
11
3 4

5 7

6 8

©UPSTREAM HSE 2017 122

Open
 Remove Watermark Wondershare
PDFelement

Cold Work Permit – Section 2

1. Applicant/RA will cross [X] the hazards associated with the work. In determining
the hazards, the Applicant/RA may refer to:
 Work procedures
 JHA
 Consultation with AS and/or CSR (any other relevant hazards shall be added
by the AS and/or CSR)
2. The AS is accountable to ensure that hazards are adequately identified

Any relevant box has to be ticked, instead of inserting as ‘NOT APPLICABLE’

©UPSTREAM HSE 2017 123

Open
 Remove Watermark Wondershare
PDFelement

Cold Work Permit – Section 3

1. Applicant/RA will cross [X] the applicable worksite preparations and precautions. In determining
the precautions, the Applicant/RA may refer to:
 Work procedures
 JHA
 Hazards and Effects Register (HER)
 Consultation with AS and/or CSR (any other relevant precautions shall be added by the AS
and/or CSR)
2. Specific hot work precautions shall also be identified with a cross [X]. The gas test frequency (if
required) to be determined by the AS.
3. Any additional precautions shall be specified by the Applicant/RA.
4. The AS is accountable to ensure that worksite preparation/precaution are adequately identified.

The gas test results shall be recorded in the Gas Test Form.

©UPSTREAM HSE 2017 124

Open
 Remove Watermark Wondershare
PDFelement

Cold Work Permit – Section 4

1. Applicant/RA will cross [X] the applicable PPE for the work. In determining the
required PPE, the Applicant/RA may refer to:
 Work procedures
 JHA
 Hazards and Effects Register (HER)
 Consultation with AS and/or CSR (any other relevant PPE shall be added by the
AS and/or CSR)

©UPSTREAM HSE 2017 125

Open
 Remove Watermark Wondershare
PDFelement

Cold Work Permit – Section 5

1. The AS will verify the submission of the certificates and other relevant documents. If
required, the AS will identify the needs of other certificates/documents.

2. The AS will record the certificate/documents number.

©UPSTREAM HSE 2017 126

Open
 Remove Watermark Wondershare
PDFelement

Cold Work Permit – Section 6

1. The AA shall then determine the relevant parties that need to be informed with
regards to the work. For work where CSR is at site, he/she shall be one of the
mandatory signatory in the acknowledgement column.
2. The Applicant/RA shall then obtain the relevant signatures.

The signature may be obtained prior or during the JSV for acknowledgement by the relevant parties before the work start.

©UPSTREAM HSE 2017 127

Open
 Remove Watermark Wondershare
PDFelement

Cold Work Permit – Section 7

1. Prior to the joint site verification, the Applicant/RA shall then obtain the relevant
signatures.
2. The Applicant/RA shall sign the permit to accept the requirements and conditions
stated in the Hot Work.
3. AS sign to endorse all relevant documentation and requirement, precautions and
mitigation has been identified and to be implemented at site prior to the work.
4. Then the AA sign to approve/authorise the Hot Work Permit with conditions that all
requirements, mitigation, precautions to be implemented accordingly for the safe
execution of the work

©UPSTREAM HSE 2017 128

Open
 Remove Watermark Wondershare
PDFelement

Cold Work Permit – Section 8

1. Joint site visit will be carried out by the AAR together with the Applicant/RA/WL to
verify worksite preparations is completed and all the mitigation, precautions and
control barrier are in placed prior commencement of work.
2. The Applicant/RA/WL and AAR shall then sign the permit to indicate confirmation
and satisfied that it is safe to proceed with the work requested.

• During the site visit, the AAR shall bring along the whole set of the PTW with other relevant documents.
• Any nonconformity or new hazard observed/discovered during the JSV, AAR shall not sign and proceed with the Permit, until
the nonconformity/hazard has been mitigated, recorded and discussed with the AA.

©UPSTREAM HSE 2017 129

Open
 Remove Watermark Wondershare
PDFelement

Cold Work Permit – Section 9

1. WL to return PTW form to RA for suspension or upon completion of work.
2. WL and AAR to sign and indicated the reason for suspension.
3. At the suspension of the activity e.g. end of shift, worksite to be secure
and make safe, PTW shall be suspended and return to operations team.

• PTW shall be suspended until conditions are made safe. In the event conditions remain unsafe, PTW shall be closed.
• In the event that the work activity extended beyond the normal shift hours, the suspension may not be required upon
agreement between the current and incoming AAR & AA as part of the shift handover process.

©UPSTREAM HSE 2017 130

Open
 Remove Watermark Wondershare
PDFelement

Cold Work Permit – Section 10

1. PTW validity shall be suspended during the suspension of the activity and daily
revalidation shall be required to verify conditions of worksite remains the same and
all controls are in place and meet all the conditions specified in sub-section 3.6 PTW
Validity.
2. AA revalidate to authorise the work to be resume. Applicant/WL/RA and AAR
conduct the JSV and at site and verify to satisfy the work can be proceed safely.
3. In the event there is change of AAR or AS or AA during the validity period, the new
AAR or AS or AA shall do the revalidation in Section 10 in the next shift where
necessary.

• Toolbox briefing should be carried out at worksite before start of work (every shift) by Work Leader (WL) to his work crew
highlighting potential hazards associated with work and precautions to be taken throughout execution of work

©UPSTREAM HSE 2017 131

Open
 Remove Watermark Wondershare
PDFelement

Cold Work Permit – Section 11

1. After completion of work, the WL will collect all the PTW copies and sign in Section
11 to confirm that the worksite has been restored to its normal state.
2. The AAR shall then carry out site verification to ensure the worksite is safe and
restored to its normal condition. He/she will then sign the permit to indicate
acceptance and informed AS/AA.
3. The AA will confirm that the work has been completed and closed by signing in
Section 11.

• The WL/RA will inform on the completion of work to the AS or AA. The AS or AA will then instruct the AAR to carry out Joint
Site Verification. For work on remote installation, the completion of the work shall be informed to the AAR.

©UPSTREAM HSE 2017 132

Open
 Remove Watermark Wondershare
PDFelement

CERTIFICATES
Certificate Application Process

©UPSTREAM HSE 2017 133

Open
 Remove Watermark Wondershare
PDFelement

Supporting Certificates
The PTW system has fourteen (14) certificates and one (1) form. Each is intended for a
specific purpose, as the name implies, and each has a designated colored border
No Certificate/Form Color Indication

1 Confined Space Entry Certificate Grey

2 Safety System Bypass/Override Certificate (SSBOC) for Preventive Maintenance Maroon

3 Safety System Bypass/Override Certificate (SSBOC) for Faulty/prolong Light Red

4 Electrical Isolation Certificate (EIC) Purple

5 Physical Isolation Certificate (PIC) Orange

6 Radiation Certificate Yellow

7 Excavation Certificate Light Green

8 Lifting Certificate Light Orange

9 Road Obstruction/Closure Certificate Dark Blue

10 Vehicle Entry Certificate Royal Blue

11 Limit of Electrical Access Certificate (LoEA) Light Purple

12 Diving Certificate Grey

13 Temporary Electrical Installation Certificate Light Green

14 Working at Height Certificate Dark Green

15 Gas Test Form Dark Purple

©UPSTREAM HSE 2017 134

Open
 Remove Watermark Wondershare
PDFelement

CERTIFICATES
Excavation Certificate

©UPSTREAM HSE 2017 135

Open
 Remove Watermark Wondershare
PDFelement

Excavation Certificate

©UPSTREAM HSE 2017 136

Open
 Remove Watermark Wondershare
PDFelement

Excavation Certificate: Section 1 & 2

1. The Applicant/RA shall specify the general information in Section 1 of the certificate
i.e. excavation certificate number, PTW number, facility, excavation equipment and
tag number (if applicable). In addition, the Applicant/RA’s and Work Leader’s name
and ID number shall also be specified
2. The Applicant/RA specify the details of the excavation work and methods
of excavation.

• If the excavation work involved road obstruction, the Road Obstruction Certificate shall be filled up and attached together
with the PTW application

©UPSTREAM HSE 2017 137

Open
 Remove Watermark Wondershare
PDFelement

Excavation Certificate: Section 3

3. The Applicant/RA shall identify the precautions required for the work to ensure that
the work will be conducted safely.

©UPSTREAM HSE 2017 138

Open
 Remove Watermark Wondershare
PDFelement

Excavation Certificate: Section 4 & 5

4. The Work Leader (WL) shall verify the precautions identified by the Applicant/RA.
For any additional precautions required, the WL shall specify in Section 4 of the
certificate

5. Section 5: The WL shall sign in Section 5 of the certificate to declare that the
precautions are in place for the work to be carried out safely.

©UPSTREAM HSE 2017 139

Open
 Remove Watermark Wondershare
PDFelement

Excavation Certificate: Section 6

6. Prior commencement of the excavation work, relevant parties shall be acknowledged
to ensure that the worksite is safe to be excavated e.g. to identify location of any
underground utilities piping, electrical cables etc. The Applicant/RA shall obtain the
acknowledgement from relevant personnel which has been identified during
formulation of the Excavation Plan in Section 6.

©UPSTREAM HSE 2017 140

Open
 Remove Watermark Wondershare
PDFelement

Excavation Certificate: Section 7, 8 & 9

7. The AS sign in Section 7 acknowledge that all the required control and precautions
has been identified and sufficient for the work is safe to proceed

8. The AA shall indicate the certificate validation and approve the work in Section 8 with
condition that all control and precautions to be in placed accordingly.

9. The AAR shall verify at site and sign the certificate to confirm that the precautions
have been implemented and the work can proceed and be carried out safely in
section 9

©UPSTREAM HSE 2017 141

Open
 Remove Watermark Wondershare
PDFelement

Excavation Certificate: Section 10 & 11

10. Upon completion of work, the WL shall sign Section 10 of the certificate to indicate
that the work has completed and the worksite has been restored to its normal
condition

11. The AA shall then close the certificate by signing in Section 11 of the certificate to
acknowledge the work completion and agree with the worksite restoration.

©UPSTREAM HSE 2017 142

Open
 Remove Watermark Wondershare
PDFelement

CERTIFICATES
Lifting Certificate

©UPSTREAM HSE 2017 143

Open
 Remove Watermark Wondershare
PDFelement

Lifting Certificate

©UPSTREAM HSE 2017 144

Open
 Remove Watermark Wondershare
PDFelement

Lifting Certificate: Section 1 & 2

1. The Applicant/RA shall fill up detail in Section 1:
 Certificate number
 PTW number
 Facility
 Location
 Lifting equipment and tag no
 Date of application
 Name of Applicant/RA and ID no
2. The Applicant/RA describe the lifting work (e.g. lifting cargo basket from supply
vessel to main deck)

©UPSTREAM HSE 2017 145

Open
 Remove Watermark Wondershare
PDFelement

Lifting Certificate: Section 3

3. The Crane Operator (the SME for lifting) shall fill up type of lifting equipment, lifting
weight details and lifting chart details.

©UPSTREAM HSE 2017 146

Open
 Remove Watermark Wondershare
PDFelement

Lifting Certificate: Section 4 & 5

4. The Crane Operator (the SME for lifting) shall cross [X] the required precautions for
the lifting work, declare whether the load contains hazardous/flammable materials
and state the weight of the load. Any additional precautions shall also be specified.

5. The Crane Operator (the SME for lifting) shall declare that he understands the
scope of work, the required lifting equipment and the precautions to be taken.

©UPSTREAM HSE 2017 147

Open
 Remove Watermark Wondershare
PDFelement

Lifting Certificate: Section 6, 7 & 8

6. The AS shall indicate acknowledgment and endorse the lifting work to proceed by
signing in Section 6.

7. The AA shall indicate the duration allowed for the lifting work and approve the work
in Section 7 with condition that all control and precautions to be in placed
accordingly. The duration for the work may be determined via:
 Discussion with the work parties.
 Reference to the lifting plan

8. The AAR shall verify at site and sign the certificate to confirm that the precautions
have been implemented and the work can proceed and be carried out safely in
section 8

• For critical lifting, AS shall ensure that the lifting checklist and lifting plan are attached together with the certificate.

©UPSTREAM HSE 2017 148

Open
 Remove Watermark Wondershare
PDFelement

Lifting Certificate: Section 9 & 10

9. Upon completion of work, the WL shall sign Section 9 of the certificate to indicate
that the lifting work has completed and the worksite has been restored to its normal
condition

10. The AA shall then close the certificate by signing in Section 10 of the certificate to
acknowledge the work completion and agree with the worksite restoration.

• The closure of the certificate may be done in parallel with the closure of the PTW.

©UPSTREAM HSE 2017 149

Open
 Remove Watermark Wondershare
PDFelement

CERTIFICATES
Road Obstruction/Closure Certificate

©UPSTREAM HSE 2017 150

Open
 Remove Watermark Wondershare
PDFelement

Road Obstruction/Closure Certificate

©UPSTREAM HSE 2017 151

Open
 Remove Watermark Wondershare
PDFelement

ROC Certificate: Section 1 & 2

1. The Applicant/RA shall fill up Section 1:
 Certificate number and PTW number
 Facility/ Location/ Road Name/Number
 Date of application
 Name and ID for Applicant/RA and WL

2. The Applicant/RA shall describe the work activity (e.g. closure of road to allow for
lifting activities) and provide the reason for obstruction (e.g. lifting of K-1100 from
low loader to skid across the road) and Duration of the obstruction

©UPSTREAM HSE 2017 152

Open
 Remove Watermark Wondershare
PDFelement

ROC Certificate: Section 3, 4 & 5

3. The Applicant/RA shall cross [X] the required precautions to ensure the road
obstruction work is carried out safely.

4. The WL shall verify the precautions identified by the Applicant/RA and add any
additional precautions required in Section 4.

5. The WL shall then declare that the area is safe and all precautions have been
implemented by signing in Section 5.

©UPSTREAM HSE 2017 153

Open
 Remove Watermark Wondershare
PDFelement

ROC Certificate: Section 6, 7 & 8

6. The AS shall indicate acknowledgment and endorse the road obstruction to proceed
by signing in Section 6.

7. The AA shall indicate the duration allowed for road obstruction and approve Section
7 with condition that all control and precautions to be in placed accordingly. The
duration for the work may be determined via:
 Discussion with the work parties.
 Reference to relevant work plan e.g. excavation plan, lifting plan, etc.

8. The AAR shall verify at site and sign the certificate to confirm that the precautions
have been implemented and the road closure can proceed safely in section 8

©UPSTREAM HSE 2017 154

Open
 Remove Watermark Wondershare
PDFelement

ROC Certificate: Section 9 & 10

9. Upon completion of work, the WL shall provide confirmation that the work requiring
road obstruction is completed and the worksite is safe and ready to resume normal
operations and sign in Section 9.

10. The AA shall then sign in Section 10 to provide acceptance on completion of work
and close-out the certificate.

• The closure of the ROC certificate may be done in parallel with the closure of the PTW.

©UPSTREAM HSE 2017 155

Open
 Remove Watermark Wondershare
PDFelement

CERTIFICATES
Vehicle Entry Certificate

©UPSTREAM HSE 2017 156

Open
 Remove Watermark Wondershare
PDFelement

Vehicle Entry Certificate

©UPSTREAM HSE 2017 157

Open
 Remove Watermark Wondershare
PDFelement

Vehicle Entry Certificate: Section 1 & 2

1. The Applicant/RA shall specify the general information in Section 1 of the certificate
i.e. plant/facility and location of vehicle entry. In addition, the Applicant/RA’s name
and ID number shall also be specified

2. The Applicant/RA shall specify the description of work in Section 2 of the certificate

©UPSTREAM HSE 2017 158

Open
 Remove Watermark Wondershare
PDFelement

Vehicle Entry Certificate: Section 3 & 4

3. The Applicant/RA shall fill up the details of vehicle operator e.g. name, ID number,
license number and expiry in Section 3 of the certificate

4. The Applicant/RA shall fill up the details of vehicle e.g. vehicle model, registration
number, fuel type, vehicle height, etc., in Section 4 of the certificate

©UPSTREAM HSE 2017 159

Open
 Remove Watermark Wondershare
PDFelement

Vehicle Entry Certificate: Section 5 & 6

5. The Vehicle Operator shall conduct visual inspection on the vehicles and state the
status in Section 5 of the certificate. For any special precautions required, the Vehicle
Operator shall specify in this section

6. The Vehicle Operator shall sign in Section 6 of the certificate to declare that the
precautions are in place for the work to be carried out safely

©UPSTREAM HSE 2017 160

Open
 Remove Watermark Wondershare
PDFelement

VE Certificate: Section 7, 8 & 9

7. The AS shall indicate acknowledgment and endorse the vehicle is safe to enter the
premises by signing in Section 6.

8. The AA shall indicate the certificate validation and approve the entry in Section 7 of
the certificate with condition that all control and precautions to be in placed
accordingly.

9. The AAR shall verify the vehicle and site and sign the certificate to confirm that the
precautions have been implemented and the vehicle can enter the premises safely in
section 8

©UPSTREAM HSE 2017 161

Open
 Remove Watermark Wondershare
PDFelement

VE Certificate: Section 10 & 11

10. Upon completion of work, the Vehicle Operator shall sign Section 10 of the
certificate to indicate that the work has completed and the worksite has been
restored to its normal condition

11. The AA shall then close the certificate by signing in Section 11 of the certificate to
acknowledge the work completion and agree with the worksite restoration.

©UPSTREAM HSE 2017 162

Open
 Remove Watermark Wondershare
PDFelement

CERTIFICATES
Gas Test Form

©UPSTREAM HSE 2017 163

Open
 Remove Watermark Wondershare
PDFelement

Gas Test Form

©UPSTREAM HSE 2017 164

Open
 Remove Watermark Wondershare
PDFelement

Gas Test Form: Section 1 & 2

1. The Authorized Gas Tester (AGT) shall specify the general information in Section 1
of the certificate i.e. PTW number, date of work, facility, location, equipment, tag
number and equipment service

2. The AGT shall fill in his/her details e.g. name, personal ID, company, certification
number along with the issue date and expiry date in Section 2

©UPSTREAM HSE 2017 165

Open
 Remove Watermark Wondershare
PDFelement

Gas Test Form: Section 3

3. The AGT shall record the gas test result in Section 3 of the certificate. Among the
parameters that shall be recorded are date, time, oxygen level, percent LEL and
percent H2S. The AGT shall then sign at the dedicated column for each gas test. The
acceptable parameters indicated in the Gas Test Form shall be made reference during
the gas testing.

• The frequency for gas testing shall follow the interval determined or agreed by the AS.

©UPSTREAM HSE 2017 166

Open
 Remove Watermark Wondershare
PDFelement

CERTIFICATES
Radiation Certificate

©UPSTREAM HSE 2017 167

Open
 Remove Watermark Wondershare
PDFelement

Radiation Certificate

©UPSTREAM HSE 2017 168

Open
 Remove Watermark Wondershare
PDFelement

Radiation Certificate: Section 1 & 2

1. The Applicant/RA shall specify the general information in Section 1 of the certificate
i.e. PTW number, Physical Isolation Certificate (PIC), Electrical Isolation Certificate
(EIC), if applicable, facility, location, equipment and tag number. In addition, the
Applicant/RA’s and Work Leader’s name and ID number shall also be specified

2. The Applicant/RA shall specify the description of work in Section 2 of the certificate
including the purpose of the radiation work

©UPSTREAM HSE 2017 169

Open
 Remove Watermark Wondershare
PDFelement

Radiation Certificate: Section 3

3. The Radiation Protection Officer (RPO), Radiation Protection Supervisor
(RPS) or Radiation Protection Worker (RPW) and Radiographer shall fill the
information on the radiation work in Section 3. The information required are:
 Type of personnel radiation monitoring
 Type of radioactive source
 Type of radiation

The RPO/RPS/RPW/Radiographer shall then indicate the name of the person

authorised to carry out the radiation work including his/her exposure badge
number and license number. The authorised person shall then indicate his
agreement by signing at the same section

©UPSTREAM HSE 2017 170

Open
 Remove Watermark Wondershare
PDFelement

Radiation Certificate: Section 4, 5 & 6

4. The RPO/RPS/RPW/Radiographer shall identify the precautions required for the
work in Section 4 of the certificate to ensure that the work will be conducted safely

5. The RPO/RPS/RPW/Radiographer shall indicate confirmation that the work can

be carried out safely and the radiation source is positively isolated in Section 5 of this
certificate

6. The Applicant/RA/WL shall then indicate confirmation in Section 6 of this

certificate that he has been briefed on the risk and precautions for the work and
understand the obligations to implement the precautions to make safe the activities

©UPSTREAM HSE 2017 171

Open
 Remove Watermark Wondershare
PDFelement

Radiation Certificate: Section 7, 8 & 9

7. The AS sign in Section 7 of the certificate to acknowledge that the precautions has
been identified and to be implemented for the work is safe to proceed

8. The AA shall indicate the certificate validation and approve the work in Section 8 of
the certificate with condition all precautions and control to be put in placed
accordinglly.

9. The AAR shall sign in Section 9 of the certificate to confirm that all the precautions
have been implemented and the work can be carried out safely

©UPSTREAM HSE 2017 172

Open
 Remove Watermark Wondershare
PDFelement

Radiation Certificate: Section 10 & 11

10. Upon completion of work, the WL shall sign Section 10 of the certificate to indicate
that the work has completed and the worksite has been restored to its normal
condition

11. The AA shall then close the certificate by signing in Section 11 of the certificate to
acknowledge the work completion and agree with the worksite restoration.

©UPSTREAM HSE 2017 173

Open
 Remove Watermark Wondershare
PDFelement

CERTIFICATES
Diving Certificate

©UPSTREAM HSE 2017 174

Open
 Remove Watermark Wondershare
PDFelement

Diving Certificate

©UPSTREAM HSE 2017 175

Open
 Remove Watermark Wondershare
PDFelement

Diving Certificate: Section 1 & 2

1. The Applicant/RA shall specify the general information in Section 1 of the certificate
i.e. facility, location, equipment and tag number. In addition, the Applicant/RA’s name
and ID number shall also be specified

2. The Applicant/RA shall specify the description of work in Section 2 of the certificate

©UPSTREAM HSE 2017 176

Open
 Remove Watermark Wondershare
PDFelement

Diving Certificate: Section 3 & 4

3. The Applicant/RA shall identify the type of diving operation in Section 3 of the
certificate. The diving operation shall be specified based on the diving plan. If there
are more than one diving operation involved, the Applicant/RA shall cross all diving
operations involved in the relevant boxes in this section

4. The Diving Supervisor shall verify the precautions are in place and indicate
confirmation in Section 4 of this certificate by writing ‘Y’ (Yes), ‘N’ (No) or ‘NA’ (Not
applicable).

• For any ‘N”, the Diving Supervisor shall not allow the diving operation to proceed until the issue is rectified
©UPSTREAM HSE 2017 177
Open
 Remove Watermark Wondershare
PDFelement

Diving Certificate: Section 5 & 6

5. For any additional precautions required, the Diving Supervisor shall specify in
Section 5 of the certificate

6. The Diving Supervisor shall sign in Section 6 of the certificate to declare that
he/she has done the checks and that the precautions are in place for the work to be
carried out safely

©UPSTREAM HSE 2017 178

Open
 Remove Watermark Wondershare
PDFelement

Diving Certificate: Section 7, 8 & 9

7. The AA/AS/CSR shall indicate the certificate validation and approve the work in
Section 7 of the certificate with condition that all precaution shall be implemented
accordinglly.

8. The Diving Supervisor’s Superior on-Board shall sign in Section 8 of the certificate
to provide endorsement that all the required precautions have been implemented to
make safe the diving operation

9. The CSR shall sign in Section 9 of the certificate to acknowledge that the precautions
are implemented and the work is safe to proceed

©UPSTREAM HSE 2017 179

Open
 Remove Watermark Wondershare
PDFelement

Diving Certificate: Section 10 & 11

10. Upon completion of work, the Diving Supervisor shall sign Section 10 of the
certificate to indicate that the work has completed and the worksite is safe and ready
to resume its normal operations

11. The AA shall then close the certificate by signing in Section 11 of the certificate to
acknowledge the work completion and agree that the worksite may return to its
normal operations .

©UPSTREAM HSE 2017 180

Open
 Remove Watermark Wondershare
PDFelement

CERTIFICATES
Limit of Electrical Access Certificate

©UPSTREAM HSE 2017 181

Open
 Remove Watermark Wondershare
PDFelement

Limit of Electrical Access (LoEA) Certificate

©UPSTREAM HSE 2017 182

Open
 Remove Watermark Wondershare
PDFelement

LoEA Certificate: Section 1 & 2

1. The Applicant/RA shall specify the general information in Section 1 of the certificate
i.e. PTW number, facility, location, equipment and tag number. In addition, the
Applicant/RA’s and Work Leader’s name and ID number shall also be specified

2. The Applicant/RA shall specify the description of work in Section 2 of the certificate

©UPSTREAM HSE 2017 183

Open
 Remove Watermark Wondershare
PDFelement

LoEA Certificate: Section 3 & 4

3. The Authorised Competent Person/Appointed Person (ACP/AP) shall fill the
information of live equipment in the adjacent vicinity as well as the precautions
required in Section 3 of the certificate. The information required are:
 Identification of live equipment, Location of warning sign posted
 Precautions required to make safe the activities
 Name of person(s) accompanying the ACP who have been briefed on the risks and precautions
required
4. The ACP/AP should fill Section 4, which is the declaration that it is safe to conduct
work on nearby live equipment

• Electrical TA agreed that Section 3 & 4 can be filled by same ACP/AP.

©UPSTREAM HSE 2017 184

Open
 Remove Watermark Wondershare
PDFelement

LoEA Certificate: Section 5 & 6

5. The Applicant/RA/WL shall then indicate confirmation in Section 5 of this
certificate that he has been briefed on the risk and precautions for the work and
understand the obligations to implement the precautions to make safe the activities

6. The AS sign in Section 6 of the certificate to acknowledge that the precautions are
implemented and the work is safe to proceed

©UPSTREAM HSE 2017 185

Open
 Remove Watermark Wondershare
PDFelement

LoEA Certificate: Section 7 & 8

7. The AA shall indicate the certificate validation and approve the work in Section 7 of
the certificate with condition all precautions and control shall be implemented
accordingly and verified.

8. The AAR shall verify and sign in Section 8 of the certificate to confirm that that the
precautions have been implemented and the work can be carried out safely

©UPSTREAM HSE 2017 186

Open
 Remove Watermark Wondershare
PDFelement

LoEA Certificate: Section 9 & 10

9. Upon completion of work, the WL shall sign Section 9 of the certificate to indicate
that the work has completed and the worksite is safe and ready to resume its normal
operations

10. The AA shall then close the certificate by signing in Section 10 of the certificate to
acknowledge the work completion and agree that the worksite may return to its
normal operations

©UPSTREAM HSE 2017 187

Open
 Remove Watermark Wondershare
PDFelement

CERTIFICATES
Temporary Electrical Installation Certificate

©UPSTREAM HSE 2017 188

Open
 Remove Watermark Wondershare
PDFelement

Temporary Electrical Installation Certificate

©UPSTREAM HSE 2017 189

Open
 Remove Watermark Wondershare
PDFelement

PETI Certificate
1. The Applicant/RA shall specify the Work Particular information on PTW No., Work
description, Location and required validity period of the installation.

2. Describe the details of the equipment i.e. Tag No, Model no. and Sticker Expiry Date

©UPSTREAM HSE 2017 190

Open
 Remove Watermark Wondershare
PDFelement

PETI Certificate
1. The Applicant/RA shall sign to request for the installation of the equipment.

2. The AP/ACP shall check, verify and sign if the equipment is safe for installation.

3. The AA approved the equipment to be install and used.

©UPSTREAM HSE 2017 191

Open
 Remove Watermark Wondershare
PDFelement

CERTIFICATES
Working at Height Certificate

©UPSTREAM HSE 2017 192

Open
 Remove Watermark Wondershare
PDFelement

Working at Height Certificate

©UPSTREAM HSE 2017 193

Open
 Remove Watermark Wondershare
PDFelement

WAH Certificate: Section 1 & 2

1. The Applicant/RA shall specify the general information in Section 1 of the certificate
i.e. plant/facility, location, date, work description and PTW number. In addition, the
Applicant/RA’s and Work Leader name shall also be specified

2. The Applicant/RA shall specify the type of working at height to be performed abd
tick the appropriate boxes.

©UPSTREAM HSE 2017 194

Open
 Remove Watermark Wondershare
PDFelement

WAH Certificate: Section 3

3. The Applicant/RA and WAH Focal Point shall verify the precautions are in place
and indicate confirmation in Section 3 of this certificate by writing ‘Y’ (Yes), ‘N’ (No)
or ‘NA’ (Not applicable).

©UPSTREAM HSE 2017 195

Open
 Remove Watermark Wondershare
PDFelement

WAH Certificate: Section 4 & 5

4. The AS shall verify the precautions identified by the Applicant/RA and add any
additional precautions required in Section 4.

5. The WL shall then declare that the area is safe and all precautions have been
implemented by signing in Section 5.

©UPSTREAM HSE 2017 196

Open
 Remove Watermark Wondershare
PDFelement

WAH Certificate: Section 6, 7 & 8

6. The WAH Focal Person shall conduct verification inspection on equipment, tools and
area and satisfy it safe to proceed with the activities.

7. The AS shall sign in Section 7 to endorse and acknowledge that all the precautions
are in place for the work to be carried out safely

8. The AA to indicate the validity period and approve the working at height activity can
be proceed accordingly.

©UPSTREAM HSE 2017 197

Open
 Remove Watermark Wondershare
PDFelement

WAH Certificate: Section 9 & 10

9. Upon completion of work, the WL shall sign Section 9 of the certificate to indicate
that the work has completed and the worksite has been restored to its normal
condition

10. The AA shall then close the certificate by signing in Section 10 of the certificate to
acknowledge the work completion and agree with the worksite restoration.

©UPSTREAM HSE 2017 198

Open
 Remove Watermark Wondershare
PDFelement

Confined Space Entry Certificate

©UPSTREAM HSE 2017 199

Open
 Remove Watermark Wondershare
PDFelement

Safety System Bypass/Override Certificate - PM

©UPSTREAM HSE 2017 200

Open
 Remove Watermark Wondershare
PDFelement
Safety System Bypass/Override Certificate –
Faulty/Prolong

©UPSTREAM HSE 2017 201

Open
 Remove Watermark Wondershare
PDFelement

Electrical Isolation Certificate

©UPSTREAM HSE 2017 202

Open
 Remove Watermark Wondershare
PDFelement

Physical Isolation Certificate

©UPSTREAM HSE 2017 203

Open
 Remove Watermark Wondershare
PDFelement

Thank you

©UPSTREAM HSE 2017 204

Open
 Remove Watermark Wondershare
PDFelement

Permit to Work
Frequently Asked Question (FAQ)

©UPSTREAM HSE 2017 205

Open
 Remove Watermark Wondershare
PDFelement

Frequently Asked Questions (FAQ)

1. Is PTW only applicable for non-routine work?
√ As a general principle, PTW shall be applied for all activities which may have potential hazard and
affect the wellbeing of personnel, environment, asset or reputation.

2. Is PCSB PTW applicable for work carried out on Contractors’ facilities?

√ No. Contractors may use their own system, provided that their system is acceptable by PCSB and
PCSB representative shall be one of the signatory parties for acknowledgment.

3. Is PCSB PTW applicable for any work carried out within 500m radius of facility, even
though the activity is conducted on Contractor’s facility e.g. marine seismic?
√ No. Contractors may use their own system, provided that their system is acceptable by PCSB and
PCSB representative shall be one of the signatory parties for acknowledgment.

4. Is there any specific management for hot work in hazardous zone?

√ Yes. Please refer to the requirement specified in Section 1 (1.6).

5. Is PTW required for hot work at non-hydrocarbon facilities e.g. office?

√ Yes, PTW is required.

6. Does gas test need to be performed for hot work in non-hydrocarbon facilities?
√ No, gas test is not required for hot work at non-HC facilities.

©UPSTREAM HSE 2017 206

Open
 Remove Watermark Wondershare
PDFelement

Frequently Asked Questions (FAQ)

7. Is PTW required for work that has SOP?
√ Yes, job such as pigging requires PTW, as the worksite condition and hazards may be different.

8. Can the person who acts as AAR endorse and approve the PTW at remote location?
√ No, approval/endorsement can only be given by the respective AA/AS, through any mean possible,
provided it is recorded in the log book and the PTW form.

9. Should the Applicant/RA, WL, AAR, AS & AA be formally appointed?

√ Yes. Formal appointment shall be via formal appointment letter or approved list signed by head of
Asset or equivalent.

10. Is the AS the one who identified the hazards for the work?
√ Not exactly. The Applicant/RA shall be responsible of recognizing the hazards for the work. The AS
will then verify the hazards and add if necessary.

11. Who determines the gas test frequency?

√ AS .

12. Can the AAR approve any unplanned COLD work on remote facility? (PTW)
√ Yes, subject to consultation and verbal approval from AS and AA. He has to get the AA and AS initial
immediately he comes back to the main platform

©UPSTREAM HSE 2017 207

Open
 Remove Watermark Wondershare
PDFelement

Frequently Asked Questions (FAQ)

13. Can the work to be continue to more than one shift?
√ Yes, as long as the conditions applied for the 7 days validity are meet and observed the Fatigue
Management requirements.

14. Can more than one certificate applied for a single PTW?
√ Yes a combination of a few certificates can be applied together with a PTW e.g. Road Closure
Certificate and Vehicle Entry Certificate.

15. What are the certificates that can be stand alone?

√ Bypass of Safety Critical Equipment - faulty/prolong (BSCE), Physical Isolation certificate (PIC),
Electrical Isolation Certificate (EIC), Radiation Certificate (RC), Excavation Certificate and Road
Obstruction Certificate

16. Can more than one vehicle entry use the same Vehicle Entry Certificate?
√ Answer: No, one Vehicle Entry Certificate is applicable for one vehicle only.

17. Is the Vehicle Entry Certificate applicable for plant vehicle?

√ Answer: No, the Vehicle Entry Certificate shall be applied only for non-plant vehicle. Plant vehicle has
its own periodic schedule maintenance check/certification.

©UPSTREAM HSE 2017 208

Open
 Remove Watermark Wondershare
PDFelement

Frequently Asked Questions (FAQ)

18. Is the Lifting Certificate needs to be applied for each load if more than one item to be
lifted per lifting session?
√ Only one Lifting certificate is required. The information on the Lifting Certificate shall be based on
the heaviest load per lifting session.

19. Should the OIM be the AA for all diving activities?

√ The OIM shall only be the AA for diving activities within 500m radius from the platform.

20. Can one (1) JHA be shared with multiple PTWs?

√ Yes, provided the JHA is written to address multiple activities e.g Confined Space entry and any
works to be done inside the Confined Space

21. Does Excavation Plan need to be attached with Excavation Certificate while seeking
for approval?
√ Yes, it does as additional documentation to supplement the PTW

22. When there is a change of team members or change of PTW, does the toolbox
meeting need to be re-conducted?
√ Answer: Yes, whether there’s a change of team member or change of PTW, new toolbox meeting
needs to be re-conducted

©UPSTREAM HSE 2017 209

Open
 Remove Watermark Wondershare
PDFelement

Frequently Asked Questions (FAQ)

23. Should all PTW attachments be made available for each PTW copy?
√ Answer: Only the certificates be made available for all PTW copy. Other supporting documents e.g.
JHA, excavation plan, diving plan, etc shall only be attached with PTW Top Copy.

24. Who should record and track the closure of all PTW and certificates?
√ Answer: Authorised Supervisor.

25. Is PTW Certification mandatory for all personnel and Contractors?

√ Answer: PTW Certification is mandatory for personnel or Contractors who are appointed as PTW
signatories.

26. Can the SHO conduct PTW Certification training?

√ Answer: Yes, provided the SHO meets the criteria for PTW Trainer and he/she is a PCSB personnel.

27. Can the Contractor’s SHO conduct PTW Awareness training?

√ Answer: Yes, provided the Contractor’s SHO has attended PCSB Certification training, passed the
assessment and fully understands the PCSB PTW system.

28. Are all the signatories for certificates required to attend the PTW Certification
training?
√ Answer: Yes.

©UPSTREAM HSE 2017 210

Open
 Remove Watermark Wondershare
PDFelement

Frequently Asked Questions (FAQ)

29. Are all the Subject Matter Expert (SME) required to attend the PTW Certification
Training?
√ Yes, if the SME are part of the PTW signatories.

30. Can the Contractor’s SHO conduct PTW daily monitoring?

√ The Contractor’s SHO may conduct the checking on implementation of the control/recovery barriers
for the activities under his care. However, the monitoring on compliance to PTW system shall be
conducted by PCSB’s SHO.

31. How is the application (usage) of PTW at PCSB’s construction worksite e.g. SSGP,
SOGT, etc.?
√ Ideally, PCSB PTW should be used. However, for project that has few stakeholders involved where
special concerns need to be addressed, a dedicated PTW system for the project may be developed,
but shall be in line with PCSB’s PTW system. The new PTW shall be approved by Managements from
all stakeholders.

32. If the new/specific PTW system above is used, when shall PCSB PTW system be
implemented?
√ For facilities that will be operated by PCSB, the PCSB PTW system shall be applied during
commissioning of the facilities (first gas).

©UPSTREAM HSE 2017 211

Open
 Remove Watermark Wondershare
PDFelement

Frequently Asked Questions (FAQ)

33. For diving activity that has interface with PCSB’s facilities, which PTW should be
applied; Contractor’s or PCSB’s PTW system? (PTW)
√ PCSB’s PTW and diving certificate shall be applied.

34. For the same work at different location i.e. different platform module, is 1 PTW
suffice?
√ Different PTW should be applied for work at different work location, to cater for hazards at the
specific location.

35. Is hazardous zoning applicable at construction site?

√ No, as hydrocarbon is not yet introduced.

36. How many number of PTW that the Applicant/RA can apply?
√ The AA will decide the number of PTW that the Applicant/RA can apply.

37. Can the CSR be the AA or AS or AAR?

√ The CSR may be the AA or AS or AAR for certain projects where the Project Manager may reside in
the office. However, for work that is conducted on PCSB’s facilities, and within 500m radius, OIM
shall be the AA, CSR may be the AS or AAR. However for works outside 500m radius, the CSR may be
the AA, AS or the AAR for both PTW and diving certificate.

©UPSTREAM HSE 2017 212

Open
 Remove Watermark Wondershare
PDFelement

Frequently Asked Questions (FAQ)

38. Is the assignment of WL by activity or by location?
√ By activity.

39. For diving activity that has 2 types of diving e.g. saturation diving and ROV, is 1
diving certificate suffice?
√ For diving activities within the same diving plan and under the care of the same Diving Supervisor,
only 1 diving certificate should be applied. The different type of diving shall be indicated in Section 3
of diving certificate. However, for diving activities that are managed separately (different diving plan
and different Diving Supervisor), different diving certificate shall be required.

40. When does the PCSB PTW system applicable during hook-up and commissioning?
√ The Contractors’ PTW may be used during hook-up activities while PCSB PTW shall be applicable
during introduction of hydrocarbon i.e. during commissioning.

41. Which certificate is applicable for road closure?

√ The Road Obstruction Certificate can be utilized for road closure.

42. Can Crane Operator become Approving Authority Representative (AAR)?

√ Yes, if the Crane Operator is a PCSB personnel and has attended and passed the PTW Certification
training

©UPSTREAM HSE 2017 213

Open
 Remove Watermark Wondershare
PDFelement

Frequently Asked Questions (FAQ)

43. In Vehicle Entry certificate, is petrol-powered vehicle allowed into the plant area?
√ No

44. For extension of Cold Work Permit from one shift to another, shall the new crew sign
the 4 hour PTW extension? (PTW)
√ No, since the validity of the PTW is revised to 7 days, any incomplete activity from the pervious shift
shall be communicate and handover to the incoming crew via Shift handover process.

45. Which copy of the Gas Test form shall be updated?

√ Top Copy – the one which is displayed at site.

46. For any wireline work for 7 days, should 2 permits be raised (one for day and one for
night shift)?
√ Yes, two permit will be required, since two work leader will be involved in the activity.

47. Does other OPUs (who have the interest to work at PCSB facilities) have to attend
PCSB PTW training as well? e.g. auditors, PML (downstream clients) etc.?
√ Depending on the roles that these people will be playing. If they are the signatory parties, the shall
attend the 3-day PTW Certification training and pass the assessment. However, if they are not the
signatory parties they shall attend the half-day PTW Awareness training only.

©UPSTREAM HSE 2017 214

Open
 Remove Watermark Wondershare
PDFelement

Frequently Asked Questions (FAQ)

48. Does other OPUs (who have the interest to work at PCSB facilities) have to attend
PCSB PTW training as well? e.g. auditors, PML (downstream clients) etc.?
√ Depending on the roles that these people will be playing. If they are the signatory parties, the shall
attend the 3-day PTW Certification training and pass the assessment. However, if they are not the
signatory parties they shall attend the half-day PTW Awareness training only.

49. Can pressurised habitat be used for open flame Hot Work at Zone 1?
√ No, the requirement is clearly stated as below

50. How many jobs (work permit) that Work Leader can supervise?
√ WL shall discuss with AA.

51. If there is no unique number assigned to Offshore Crane and Operator in Section 9 of
Lifting Certificate, what shall we do?
√ Insert Not Applicable (NA).

52. Do we need close the current PTW and apply a new test-run PTW to do test-run and
troubleshooting of equipment?
√ No, we do not require to close the current PTW and apply for test run Permit for that particular job.
Test run is already included in the 1st permit.

©UPSTREAM HSE 2017 215

Open
 Remove Watermark Wondershare
PDFelement

Frequently Asked Questions (FAQ)

53. On Diving Certificate, what is the meaning of all the Diving Method in Section 3 i.e.
Air, Saturation, Scuba Replacement, Surface Diving and ROV?
√ Method - How the diving is to be carried out, e.g. air diving is diving less than 50m, saturation >50m.
There will be specific requirement to be fulfilled for each method.

54. For JHA retention – does it need to be kept for 1 year as per PTW as well?
√ Yes, the retention period of JHA is same as PTW – at least 1 year.

55. On Diving Certificate: Section 3 “Any No, Certificate cannot be issued”. For ROV
Diving/Operation, would the certificate be issued?
√ Based on discussion with P&E, certificate shall not be issued. The CSR would be able to provide
advice as well.

56. If the main worker in the group changes, e.g. the Lead Mechanic only, does a new
PTW need to be applied?
√ No, however he is required to be brief on the PTW, JHA and Certificate requirements.

57. If all unskilled labor changes, does a new PTW need to be applied?
√ OIM’s judgment is needed in such cases, where common sense prevails. If the OIM decided to used
the same PTW, the Work Leader is required to brief them on JHA and PTW and obtained all their
initial as an evidence of acknowledgment.

©UPSTREAM HSE 2017 216

Open
 Remove Watermark Wondershare
PDFelement

Thank you

©UPSTREAM HSE 2017 217

Open
 Remove Watermark Wondershare
PDFelement

PCSB JOB HAZARD ANALYSIS (JHA)

Certification Training (Level-2)

© 2014 PETROLIAM NASIONAL BERHAD (PETRONAS)

All rights reserved. No part of this document may be

reproduced, stored in a retrieval system or transmitted in any
form or by any means (electronic, mechanical, photocopying,
recording or otherwise) without the permission of the copyright
owner.
©UPSTREAM HSE 2017 218
Open
 Remove Watermark Wondershare
PDFelement

OUTLINE

MODULE

Introduction

Roles & Responsibilities

Job Hazard Analysis Process

Training and Competency

JHA Update and Assurance

Exercises

©UPSTREAM HSE 2017 219

Open
 Remove Watermark Wondershare
PDFelement

Objectives
By the end of this session, the participants are expected to:

Understand the standards and requirements

of JHA

Effectively implement the JHA standards and

requirements to ensure safety and integrity
of assets

©UPSTREAM HSE 2017 220

Open
 Remove Watermark Wondershare
PDFelement

PCSB JOB HAZARD ANALYSIS

Introduction

©UPSTREAM HSE 2017 221

Open
 Remove Watermark Wondershare
PDFelement

Introduction of JHA
WHAT is Job Hazard Analysis (JHA)?

 JHA is the application of the hazards and effects management

process at the task level

 Identifying and assessing the hazards of each element of

the task

 Defining appropriate controls and recovery measures

WHY to apply Job Hazard Analysis (JHA)?

 To ensure potential hazards related to the job task are identified

before executing the job

 To ensure required control and recovery barriers are identified as

part of managing the risks associated with the job task to As Low
As Reasonably Practicable (ALARP)

©UPSTREAM HSE 2017 222

Open
 Remove Watermark Wondershare
PDFelement

Scope
WHO/WHEN to apply Job Hazard Analysis (JHA)?

 Shall be applicable for all activities that require PTW at all work
locations throughout PETRONAS Carigali global operations,
including works/activities carried out by Contractors and Sub-
Contractors engaged for work on Company facilities

 Every JHA needs to be submitted in advance (at least one shift

before the issuance of PTW)

©UPSTREAM HSE 2017 223

Open
 Remove Watermark Wondershare
PDFelement

Job Hazard Analysis Form

Detail/Action Page

Approval Page

©UPSTREAM HSE 2017 224

Open
 Remove Watermark Wondershare
PDFelement

Glossary of Terms
No. Terms Description
1. Consequence An event or chain of events that results from the hazard being released; consequence is defined in
terms of impact to people, environment, asset and reputation.

2. Hazards Anything that has the potential to cause harm, ill health or injury, damage to property, plant,
products or the environment, production losses or increased liabilities. This definition can be extended
to include social/cultural disruption.
3. Job Hazard Analysis JHA is the application of the hazards and effects management process at the task level, identifying
(JHA) and assessing the hazards of each element of the task and defining appropriate controls and recovery
measures.

4. Likelihood The possibility of an event happening.

5. Recovery Barrier Also referred to as Recovery Preparedness Measures. All technical, operational and organizational
measures that limit the chain of consequences arising from a hazardous event (or the top event).
These can reduce the likelihood that the first hazardous event or top event will develop into further
consequences and provide life-saving capabilities should the top event develop further.

6. Pre-job meeting A meeting that is conducted prior job starts that addresses, amongst others, the procedure and work
permit conditions for the work.

7. Permit to Work (PTW) A formal written system used to control certain types of work which are identified as hazardous. It is
also a mean of communication between site/installation management, plant supervisors and
operators and those who carry out the work.

8. Residual Risk Residual Risk refers to the risk that remains after the identified actions have been put in place.

9. Risk The measure of likelihood of occurrence of an undesirable event and of the potentially adverse
consequences which this event may have upon people, the environment or economic resources. It is
a combination of probability of occurrence of any HSE hazards and the severity of its effects
(consequences) to people, environment, asset and reputation.

©UPSTREAM HSE 2017 225

Open
 Remove Watermark Wondershare
PDFelement

Glossary of Terms
No. Terms Description
10. Toolbox meeting A safety briefing carried out by the Work Leader (WL) highlighting to all those directly or indirectly
involved in the work of the potential hazards associated with the work and the precautions to be
taken throughout the execution of the work.

Carried out before work begins, preferably at the worksite.

11. Top Event The first event as a result of the hazard being released.

12. Work Leader (WL) The person who leads or carries out the work:

 confirms conditions of PTW and agreement by signing;

 explains Job Hazard Analysis (JHA) content and PTW conditions to workers;

 supervises and is at site at all times;

 ensures no deviation to PTW conditions;

 returns PTW to Receiving Authority (RA); and

 ensure all the safety precautions prescribed in the PTW/Certificates are carried out prior to
commencement of work.

©UPSTREAM HSE 2017 226

Open
 Remove Watermark Wondershare
PDFelement

PCSB JOB HAZARD ANALYSIS

Role and Responsibility

©UPSTREAM HSE 2017 227

Open
 Remove Watermark Wondershare
PDFelement

Roles and Responsibilities

OFFSHORE INSTALLATION MANAGER (OIM)/TERMINAL
SUPERINTENDENT (TS)/BASE MANAGER (BS)
• Implement the JHA System in his respective plant or facility.

• Ensure that all personnel who involved in preparing JHA and execution supervisors
and team leaders are trained and competent.

• Ensure the JHA is reviewed and approved

Contractor’s Management
• Ensure all their authorised personnel understand PETRONAS Carigali JHA system and
are trained and competent.

• Assure the performance of their employees with regards to effective implementation

of JHA system with clear roles and responsibilities.

JHA Approver
• Activity/Task with low and medium risks, JHA approver shall - Production Supervisor/
Maintenance Supervisor/ Base Supervisor/ Functional Supervisor (PS/MS/BS/FS).

• Activity/Task with high risk, JHA shall be approved by the OIM/TS/Project Manager.

©UPSTREAM HSE 2017 228

Open
 Remove Watermark Wondershare
PDFelement

Example of JHA Approver

Work Activity JHA Approver
Plant/Equipment Preventive Maintenance Supervisor
Maintenance, Reactive
Maintenance, repair,
Troubleshooting etc.
Operation related activities e.g. Production Supervisor
Pigging Operations, hydrocarbon
Sampling etc.
FIP related project, tie-in and Project/Construction Supervisor,
commissioning etc. Site Engineer/Production
Supervisor
Well work over, Drilling related Well Supervisor/Production
activity Supervisor

©UPSTREAM HSE 2017 229

Open
 Remove Watermark Wondershare
PDFelement

Roles and Responsibilities

Work Leader
• Planning and supervising the safe execution of the work.

• Review the JHA prior work execution and communicate it to the work team members

• Ensure all precautions are specified, controls in place, and work is performed in a
safe and efficient manner.

Work Team Member

• Receive a briefing from the Work Leader (WL) on the particular task

• Understand and recognize the hazards and control/recovery measures associated

with the task.

• Actively monitor the work area and surrounding for any change and identify any new
hazard.

• STOP work when there is any concern on safety or when any one of the barrier is
missing or compromised.

• Share knowledge and experience on task hazards during Tool Box or Pre-Job meeting

• Full compliance to the instructions/conditions specified in the permit/certificate;

©UPSTREAM HSE 2017 230

Open
 Remove Watermark Wondershare
PDFelement

Roles and Responsibilities

Action Party

• Ensure all the barriers are in place prior to work execution;

and

• Ensure all hazards associated with the job are identified.

Company Site Representative (CSR)

• Ensure all precautions are specified, controls in place, and

work is performed in a safe and efficient manner;

• Ensure all hazards associated with the job are identified

• Ensure all authorised personnel understand PETRONAS

Carigali JHA System and are trained and competent.

©UPSTREAM HSE 2017 231

Open
 Remove Watermark Wondershare
PDFelement

JHA RACI Chart

(Production / Maintenance
e.g. GM / Project Manager

Action Party identified in

Contractor Management

Work Team Member /

Warehouse Manager)

/ Base / Warehouse)
/ Engineer In charge
(OIM / TS / Base /

Work Leader
(Technician)
Supervisor

PTW AAR
PTW AA

PTW AS

the JHA
Worker
CSR
ACTIVITY

Prepare and develop the

JHA for the work A I I C C R R I

Conduct review of the

develop JHA A A/C A A/C C R I I

Approve the JHA

A/R C C R I I I I

Communicate the approved

JHA to all workers A I I A I R I I

Implement the action items

identify in the JHA I I/C I A I R R R

Observe and adhere to the

A I/R I A R R R R
requirements in the JHA

Monitor, revise and improve

I I/C I A R R I I
the JHA in used.
©UPSTREAM HSE 2017 232
Open
 Remove Watermark Wondershare
PDFelement

PCSB JOB HAZARD ANALYSIS

Job Hazard Analysis Process

©UPSTREAM HSE 2017 233

Open
 Remove Watermark Wondershare
PDFelement

JHA Process
Preparation

 Developed during planning stage or prior to commencement of a

work activity.

 Brainstorming group discussion - identifying the job steps, the

potential hazard and consequence in each step and identify
effective barriers.

 JHA inputs:

 Direct observation; and

 Recall and check.

©UPSTREAM HSE 2017 234

Open
 Remove Watermark Wondershare
PDFelement

Overall JHA Requirements

Phase

Preparation Job Execution

Conduct daily
Pre-job planning for
Tool Box Proceed/
next day’s Job st Develop/Write Review & Increase level
START New JHA / 1 day of job? YES Meeting/ re- Execute END
• 1st time JHA to be New JHA Approve JHA of supervision
communicate Job
developed/written
the JHA
NO

Work scope change? YES More discussion No PTW Runner

E.g. identify 1st
timer (1st time during toolbox /
working on PCSB pre-job meeting
facilities) and NO (2 ways
communicate on communication) Assets rep (e.g.
PCSB requirement SHO, HSE Exec) to
Any incident/near miss? YES join/supervise /
verify high risk
activity
NO
Write the hazard/barriers
on the photocopied JHA
New/unforeseen develop new additional JHA reviewed by
YES
hazard? space for signing and brief Work Leader Company/ site
the new hazard/barrier to personnel to
all working crew supervise tool-
box meeting and
NO join walkabout

Brief JHA to new

Identify/Write the
worker & signed
Change Work Leader/ new Action Party’s NOTE: Pre-prepared/photocopied JHA
YES on the may be used, however discussion with
Foreman/Worker? name on the
communication the team member on the JHA shall be
photocopied JHA performed before the work start.
column

NO
Photocopy the
JHA (with daily
validation)

©UPSTREAM HSE 2017 235

Open
 Remove Watermark Wondershare
PDFelement

Job Hazard Analysis – Flowchart

JHA to be
Pre-job Planning Conduct Daily Tool
START reviewed/ NO Approved JHA
Box on PTW & JHA
Develop the JHA
updated?

YES
Crew Sign Daily
1. Change of work scope JHA form
2. After incident/near miss
3. New/ unforeseen hazard observed Review/ amend/
4. Change of work leader/worker write new JHA

 Add/revise job step Perform the work

 Add/identify new hazards & and adhere to JHA
control/recovery barriers
 Identify/assign new action party

WL monitor and
supervise the
workers and
activities

END

©UPSTREAM HSE 2017 236

Open
 Remove Watermark Wondershare
PDFelement

3.1 Preparation
There are two sources of input for JHA development

Direct
Recall & Recheck JHA Worksheet
Observation

•The person conducting the analysis •Recall

actually observes the work activity  Work Leader prepares a draft
carried out to conclude the version of JHA on the basis of
following: recalling when the work activity
 The job step involved was done previously
 Existing and potential hazards
 Controls and recovery barriers •Recheck
 Draft version is checked by
•Operating Procedures, Prompters, discussing it with others OR by
Hazard & Effect Register (HER), observing part of the work
Hazards & Effects Management activity when in doubt
Process (HEMP) and lesson learnt
can be used as reference
Check
•Advantages:
 Recognition
Check
 Experience
 Environment Double Check

©UPSTREAM HSE 2017 237

Open
 Remove Watermark Wondershare
PDFelement

3.2 Written the JHA

• To demonstrate the risk assessment process the following step
shall be perform:-
• Breakdown activity into step
• Identify potential hazard of each step
• Assess the risk and potential consequence each hazard
• Identify control & recovery barriers to address the Hazard
• Assigned parties to execute the control & recovery barriers.

• Applicant/RA/WL shall fully understand and able to demonstrate

the understanding during the discussion/review with AA/AS/AAR

• The JHA shall be written clearly either handwritten or printed.

• Previous JHA may be used after being reviewed and discussed with the relevant parties e.g.
AA/AS/AAR/SME/Team member.
• JHA may be translated to the native language understand by the workers
©UPSTREAM HSE 2017 238
Open
 Remove Watermark Wondershare
PDFelement

3.3 Developing JHA

• JHA Development Team Member

Work Leader
• The person who leads
or carries out the work

OIM/TS/
PS/MS
FSO/FPSO Master

The team requirements:-

 Have the required knowledge, skills and

experiences in tasks being assessed.
Expert or Operation
Specialist JHA representative
 Confirm the steps described for the
• As per when required Development • Instrument/ tasks are adequate and in the right
e.g. occupational
hygienists, design Team Mechanical/ Process
technicians sequence.
engineers

 Actively participates in JHA discussion.

 Generate ideas in identifying potential

hazards from the tasks and relevant
Other Personnel HSE personnel
• Who perform the • SHO, HSE executives
control and recovery measures to
activity (contractors) etc. reduce the likelihood on an
Persons most
incident/accident occurring
familiar with the
work activity and
its hazard

©UPSTREAM HSE 2017 239

Open
 Remove Watermark Wondershare
PDFelement

3.3 Developing JHA

JOB HAZARD ANALYSIS DEVELOPMENT PROCESS FLOW

Work Leader and Work Team

Member START

List down and describe each job step

Identify potential hazard of each job

step

During the development

Identify potential consequence of of JHA, these document
each potential hazard can be used as reference/
guide:
• Pre-prepared JHA
• Previous JHA
JHA Team Members Identify control & recovery
• JHA prompter
barriers
• E-JHA
Identify Action Party for each
barriers

Identify the basic information

Installation/facility/location, JHA
number, PTW Number, Work Permit
type, Work description, equipment
number etc.

Work Leader & JHA Approver JHA & PTW Approval

Work Leader Communicate the JHA during NOTE:

Tool Box meeting At the end of the shift/work, JSV shall
be conducted by WL/RA/Applicant and
AAR to confirm housekeeping and site
END is restore to it original conditions

©UPSTREAM HSE 2017 240

Open
 Remove Watermark Wondershare
PDFelement

3.3 Developing JHA

• Hierarchy of identify the control barrier.

Active Passive
Control Control

Eliminate Substitute Engineering Administrative PPE

Physically remove the Replace the hazard Controls Control Protecting
hazard • E.g. cleaning toilet Isolate the Change working workers with
• E.g. cleaning a chandelier bowl with baking exposure of the step/pattern PPE
by lowering down the unit soda, substituting • E.g. warning sign, • E.g. chemical
the harmful/ hazard
to the ground instead of labelling, standard glove, apron,
climbing a ladder, hazardous chemical. • E.g. using crane to procedures, shift face shield, hard
eliminate working at lift heavy load work rotation. head, safety
height hazard. instead of manual boot, etc.
lifting.

Training and Supervision

©UPSTREAM HSE 2017 241

Open
 Remove Watermark Wondershare
PDFelement

PCSB JOB HAZARD ANALYSIS

Step-by-step to fill up JHA worksheet

©UPSTREAM HSE 2017 242

Open
 Remove Watermark Wondershare
PDFelement

JHA Worksheet – Step 1

1.WL/Applicant/RA define the scope of activity to be done at site:
JHA Number : as per described in PTW form
PTW Number : as per described in PTW form
Work Permit Type : as per described in PTW form
Facility : where the work will be performed (terminal/building/platform)
Location : location of the worksite (name of the platform/terminal/building)
Specific Workstation : as per described in PTW form
Equipment No. : Equipment tag number
Work Description : Specific details of the work to be done, and any special work

©UPSTREAM HSE 2017 243

Open
 Remove Watermark Wondershare
PDFelement

JHA Worksheet – Step 2

2. WL/Applicant/RA list down and describe each job step:
i. Provide a statement of what is to be done
ii. Describe each job step including the equipment/ tools/ materials (if any) required to complete the
task
iii. Begin with an action verb (install, remove, assemble etc.)
iv. In principal, the job step should not be less than 8 and not more than 15
v. Job steps exceeding 15 should be split into separate tasks.

E.g.
1. Inform and apply the PTW for the site survey and photo taking
activities.
2. Identify and familiarize with the site/ location/ area for the photo
taking
3. Prepare the Camera for the photo taking

©UPSTREAM HSE 2017 244

Open
 Remove Watermark Wondershare
PDFelement

JHA Worksheet – Step 3

3. WL/Applicant/RA identify potential hazard of each job step:
i. Hazards shall be described in a simple and clear manner, e.g. slippery floor, exposed circular saw
blade, broken wire rope, etc.
ii. If there are no hazards associated with a particular job step, it shall be written as “Not Applicable
(NA)” in the hazards column
iii. JHA team may take a step further by asking the “What If” questions

E.g.
• Site Chemical, Mechanical and Biological Hazard
• Slip, trip and fall
• Sharp Edges
• Pinch point
• Source of ignition / spark

©UPSTREAM HSE 2017 245

Open
 Remove Watermark Wondershare
PDFelement

JHA Worksheet – Step 4

4. WL/Applicant/RA identify potential impact of each potential hazard:
i. The potential impact from each hazard to People, Environment, Asset and Reputation (PEAR) shall
be defined

E.g.
• Equipment Damage
• Hand and finger injury
• Personnel Injury
• Pollution to the environment

©UPSTREAM HSE 2017 246

Open
 Remove Watermark Wondershare
PDFelement

JHA Worksheet – Step 5

5. WL/Applicant/RA identify control and recovery barriers :
i. For each potential hazard in each step, identify existing and/or recommended control and recovery
barriers (including the action party) in order to eliminate or minimize the risk and impact
ii. The identified barriers shall be possible to be implemented/ provided immediately at site before
work execution

E.g.
CONTROL BARRIERS ACTION PARTY RECOVERY BARRIERS ACTION PARTY

 Correct body posture. (to indicate specific posture during depending on site condition) • Photographer team  Report to Medic (Fitness to Work  Photographer team
 When operating manual valves, ensure correct hand placement. (to indicate specific Programmed).
hand placement depending on site condition)  Wear proper hand gloves.

 Avoid congested area • Photographer team • Correct Position during working • Photographer team
 Don’t stand in between the pipes
 Gas testing/monitoring conducted as per approved / specified interval • AGT  Adequate and proper PPE  Photographer Team
 ERP  ERT Team
 Correct hand placement (to indicate specific hand placement depending on site • Photographer  Wear hand glove  Camera Handler
condition)  First aid treatment  First Aider

©UPSTREAM HSE 2017 247

Open
 Remove Watermark Wondershare
PDFelement

JHA Worksheet – Step 7

7. After JHA and PTW have been approved, the WL shall communicate the JHA to all the
work team members during Pre-Job or Toolbox Meeting and shall be signed by all
work team members
i. The work team member shall sign the JHA after the daily pre-job/toolbox meeting as part of
the revalidation process of PTW.

• After PTW has been approved, toolbox meeting shall be conducted onsite so that the
workforce can be aware of the potential hazards, control, etc. and familiar themselves with
the site and its environment

©UPSTREAM HSE 2017 248

Open
 Remove Watermark Wondershare
PDFelement

Sample of JHA
• Sample of JHA Worksheet

©UPSTREAM HSE 2017 249

Open
 Remove Watermark Wondershare
PDFelement

Sample of JHA Prompter

• Sample of JHA Prompter

©UPSTREAM HSE 2017 250

Open
 Remove Watermark Wondershare
PDFelement

PCSB JOB HAZARD ANALYSIS

Training and Competency

©UPSTREAM HSE 2017 251

Open
 Remove Watermark Wondershare
PDFelement

Training & Competency

Training

• JHA Certification Training is mandatory for JHA signatories.

• All personnel who are involved in JHA preparation, review, approval or

implementation shall attend JHA Awareness Training

Competency

• The person involved as members or leading the JHA should have a level of
technical competence relevant to the job to be performed

©UPSTREAM HSE 2017 252

Open
 Remove Watermark Wondershare
PDFelement

PCSB JOB HAZARD ANALYSIS

JHA Update & Assurance

©UPSTREAM HSE 2017 253

Open
 Remove Watermark Wondershare
PDFelement

5.1 Review and Update of JHA

JHA content shall be reviewed and updated upon the following
conditions:-

I. Change in job scope;

II. After an incident related to job;

III. Findings arising from incident investigation;

IV. Findings from assurance/audit;

V. Unforeseen hazards/barriers;

VI. Change in related job procedure; and/or

VII. Change in Work Leader/foreman/members.

©UPSTREAM HSE 2017 254

Open
 Remove Watermark Wondershare
PDFelement

5.2 Assurance
• Shall be conducted as part of PTW assurance per PETRONAS
Carigali PTW procedure.

• Typical JHA site observation questionnaire during site walkabout

Did all members participate in a discussion of the task (toolbox talk)?

1

Are members working as described in the JSA? (appropriate tools, methods)

2

Are team members wearing the designated PPE for the task?
3

Are team members applying the mitigations identified in the JSA?

4

Are members using the JSA while the task is in progress?

5

Do members believe the JSA improved their safe execution of the task
6

Can a randomly-selected worker:

7 a. Identify the relevant hazards on the site?
b. Explain the scope of the task?
c. Describe his/her role and responsibilities within the team?

©UPSTREAM HSE 2017 255

Open
 Remove Watermark Wondershare
PDFelement

5.3 Record Retention

• The retention period of JHA shall be as per PTW requirements or at
least for one (1) year period.

• The JHA along with PTW relating to any incident in the OPU’s shall
be kept throughout the duration of the life of the plant.

©UPSTREAM HSE 2017 256

Open
 Remove Watermark Wondershare
PDFelement

Job Hazard Analysis

Frequently Asked Question (FAQ)

©UPSTREAM HSE 2017 257

Open
 Remove Watermark Wondershare
PDFelement

Frequently Asked Questions (FAQ)

1. In wireline activities, can Wireline Supervisor approve the JHA? (JHA)
√ No, only Production Supervisor (PS)/Maintenance Supervisor (MS) can approve
the JHA

2. For project activities during SIPROD, who should review and approve the JHA? (JHA)
√ The work pack complete with JHA needs to be submitted in advance by the
project team to be reviewed and approved by Production Supervisor
(PS)/Maintenance Superivisor (MS)

3. Normally when does the briefing and communication of JHA to be done to the team
members? (JHA)
√ After PTW and JHA are approved by AA and PS/MS respectively. It shall be done
during the toolbox meeting and to be conducted at worksite such that the
workforce can see the real sites and the potential hazards, control, etc.

4. Apart from observation and by experience of personnel, what can be used as

reference in developing JHA? (JHA)
√ Operating Procedures (OP) and Hazard Effect Register (HER)

5. Can the same JHA be used for more than one shift?
√ Yes, because the validity of the JHA will depend on the PTW validity applied.

©UPSTREAM HSE 2017 258

Open
 Remove Watermark Wondershare
PDFelement

Job Hazard Analysis

Exercise

©UPSTREAM HSE 2017 259

Open
 Remove Watermark Wondershare
PDFelement
Exercise 1

1. Choose any of the tasks/main activities below and complete the pre-filled
JHA by using the Prompter as guidance

 Potable water bunkering between vessel and platform

 Wellhead valve leak test at wellhead area

 Wellhead crude oil sampling

 3M or 6M planned maintenance of smoke detector

 3M planned maintenance of HVAC system

©UPSTREAM HSE 2017 260

Open
 Remove Watermark Wondershare
PDFelement

Thank you

©UPSTREAM HSE 2017 261

Open
 Remove Watermark Wondershare
PDFelement

PCSB PTW SYSTEM

ASSOCIATED PROCEDURES
Certification Training (Level-2)

© 2014 PETROLIAM NASIONAL BERHAD (PETRONAS)

All rights reserved. No part of this document may be

reproduced, stored in a retrieval system or transmitted in any
form or by any means (electronic, mechanical, photocopying,
recording or otherwise) without the permission of the copyright
owner.
©UPSTREAM HSE 2017 262
Open
 Remove Watermark Wondershare
PDFelement

ENERGY ISOLATION

©UPSTREAM HSE 2017 263

Open
 Remove Watermark Wondershare
PDFelement

Overview of Energy Isolation

WHAT is Energy Isolation?

Removal of an energy source from an equipment, pipeline or process system,

which shall be carried out in a correct manner to prevent accidental or
inadvertent re-energisation of the energy source.

WHY is Energy Isolation is important?

To prevent occurrence of personal injury or damage to property and

environment as release of energy could result in personal injury or damage to
property and environment.

©UPSTREAM HSE 2017 264

Open
 Remove Watermark Wondershare
PDFelement

Requirements of Energy Isolation

WHO is impacted by Energy Isolation?

Applicable throughout PETRONAS Carigali global operations

Including Contractors and Sub-Contractors working on PETRONAS facilities

WHEN to apply Energy Isolation?

Shall be required for opening of process system, equipment and pipeline on

activities such as maintenance services, inspection, installation and
modification works done safely

Shall be approved through Risk Assessment shall be The mode of operation during
the application and issuance conducted prior isolation in the duration of energy
of: order to: isolation shall be
communicated to all parties

• Physical Isolation Certificate • Prevent accidental or • Toolbox

(PIC) • Inadvertent re-energisation • Logbook
• Electrical Isolation of energy source • LOTO
Certificate (EIC) • Notices
• Radiation Certificate (RC)

©UPSTREAM HSE 2017 265

Open
 Remove Watermark Wondershare
PDFelement

Categories of Energy Sources

• Energy source is any form of energy that has the potential to cause harm
to people, environment, asset and reputation.

Energy Source

Physical Electrical Ionising Radiation

Mechanical

Hydraulic

Thermal

Pneumatic

Chemical

©UPSTREAM HSE 2017 266

Open
 Remove Watermark Wondershare
PDFelement

Consequences of Release of Energy

Electrical Chemical
Electrocution, burn Chemical burn, cold burn

Pneumatic Mechanical
High impact injury, cut Cut, flying object

Radiation Hydraulic
Burn, cell mutation Injury, cut

Thermal
Burn

©UPSTREAM HSE 2017 267

Open
 Remove Watermark Wondershare
PDFelement

Physical Isolation Method

 Most secured method

Positive  Always the primary method of isolation
 Isolation is to be as close as possible to the
Isolation inlet and outlet of the equipment to be
isolated

Double  Acceptable method provided valves are

Block & not passing i.e. able to maintain reliable
seal upon demand
Bleed

Single  Acceptable method where isolation

valve involves non-hazardous system and
positive isolation may be compromised
Isolation

©UPSTREAM HSE 2017 268

Open
 Remove Watermark Wondershare
PDFelement

Positive Isolation
 How to apply Positive Isolation
 Spool Removal, i.e. removal of piping section; and
 Blind/Spade Isolation, (rating, material & size)
 A standard isolation/blinding/spade list, shall be prepared and approved by the AA
prior to physical isolation of equipment or process.

 When to apply for Positive Isolation

 Confined space entry;
 Hot or cold work on a system containing/connected to other systems containing
energy/hazardous materials (high temperature, high pressure, asphyxiate, toxic,
corrosive, irritant, etc.); and
 Maintenance activities e.g. vessel cleaning, glycol filter change-out, etc.

• For heat exchangers, positive isolation shall be used on both sides of the exchanger.
• If positive isolation is not feasible, use of double block and bleed isolation may be used
after a specific procedure has been developed and approved. However for hot work and
for CSE it is not allowed.

©UPSTREAM HSE 2017 269

Open
 Remove Watermark Wondershare
PDFelement

Double Block & Bleed

 DBB acceptable methods provided the valves are not passing i.e. able to
maintain a reliable seal upon demand.

 Shutdown valves (SDV) may be used as part of DBB isolation, provided the
valve is reliable and able to be fully closed.

Valve Closed

Energy Area of safe

Source isolation

Valve Open
vent/drain to
safe location

• If an actuator valve is used as an isolation valve, the mechanism of disengaging the

actuator valve e.g. by clamping, shall be clearly stated in the JHA.
©UPSTREAM HSE 2017 270
Open
 Remove Watermark Wondershare
PDFelement

Single Valve Isolation

 Used if positive isolation can be compromised and the consequences of
event is acceptable

 Example - potable water system and cooling water system

 A valve used for SVI shall have a reliable seal and shall be tested

Energy Area of safe

Source isolation

Valve Closed

1. Non-return valves (NRV), flow control valves (FCV) and other valves which may not provide tight shut-
off shall not be used
2. Double block valves without a bleed or a single block with downstream bleed may reduce the risk of
leakage, but does not provide an equivalent standard to DBB without the application of additional
safeguards.
3. Closing several valves in series in the absence of a bleed or vent shall be classified as SVI.
©UPSTREAM HSE 2017 271
Open
 Remove Watermark Wondershare
PDFelement

Physical Isolation Certificate (PIC)

©UPSTREAM HSE 2017 272

Open
 Remove Watermark Wondershare
PDFelement

Electrical Isolation Method

 The most secured.

 Shall be used as primary method of isolation.
Rack Out  Shall be carried out by switching OFF the
circuit breaker and remove the rack from
switchgear

 For work of a non-electrical nature on

Switch electrical consumers, (e.g. electrically driven
equipment) the circuit of the electrical
OFF equipment concerned shall be switched OFF
at the designated isolation devices

©UPSTREAM HSE 2017 273

Open
 Remove Watermark Wondershare
PDFelement

Electrical Isolation Device

 Appropriate isolation devices shall be used to prevent the transmission or
release of electrical energy.
 Example of electrical isolation device:
 A manually operated circuit breaker e.g. VCB, VCU, ACB
 A disconnect switch

Switch Breaker Vacuum Contactor Unit Vacuum Circuit Breaker Air Circuit Breaker

• Push buttons, selector switches and other control circuit-type devices are not energy
isolating devices

©UPSTREAM HSE 2017 274

Open
 Remove Watermark Wondershare
PDFelement

Electrical Isolation Certificate (EIC)

 Prior to commencement of physical isolation work, EIC shall be applied and
approved

 EIC is not a permit to work. The necessary work permit request shall follow
the normal PETRONAS Carigali PTW Procedure and shall be issued only
after approved PIC is produced.

 Where other source of energy present in the system e.g. physical or

radiation; the energy source shall also be isolated and appropriate
certificates i.e. PIC or RC shall be raised and approved accordingly.

 In cases where isolation cannot be removed after work completion, the

PTW for the work shall be closed but the accompanying EIC shall remain
active until the isolation is removed.

©UPSTREAM HSE 2017 275

Open
 Remove Watermark Wondershare
PDFelement

Electrical Isolation Certificate (EIC)

©UPSTREAM HSE 2017 276

Open
 Remove Watermark Wondershare
PDFelement

Electrical Isolation Certificate (EIC)

 For work in the substation, the associated Limit of Electrical Access
Certificate (LoEAC) should be raised and approved.

 Earthing:

 Required - For low voltage (LV) and high voltage (HV) electrical equipment to ensure
current safely flow to the ground.

 Not Required - If the equipment is disconnected from the distribution of the supply
system. But other approved means e.g. portable earth connections should be
adopted to flow the current to earth.

 To confirm de-energisation:

 Electrical equipment - voltage test shall be conducted

 Non electrical equipment - push the START/STOP button

©UPSTREAM HSE 2017 277

Open
 Remove Watermark Wondershare
PDFelement

Requirement of Radiation Certificate (RC)

 RPO/RPS/RPW/Radiographer shall issue a Radiation Certificate (RC), for
isolation of ionizing radiation source

 When an ionising radiation source has been isolated or removed from its
operating location, a lockout device and tag shall be installed at that
location by the RPO/RPS/RPW or RA assigned.

 The lockout device and tag shall be recorded on the RC and the key placed
in the Lockout Box. These lockout devices shall have a key separate from
those used to secure the other energy isolating devices in the system

 When the related work is completed, the Approving Authority shall request
the RPO/RPS/RPW to remove the lockout device and tags, reinstating it to
its operating location or condition.

 Radiation restricted area shall be barricade with warning sign to keep non-
classified personnel out of the radiation area. E.g. flashing warning lamp or
audible alarm.

©UPSTREAM HSE 2017 278

Open
 Remove Watermark Wondershare
PDFelement

Radiation Certificate (RC)

©UPSTREAM HSE 2017 279

Open
 Remove Watermark Wondershare
PDFelement

What is LOTO?

Lock Out
 The placement of a locking device on
an energy isolating device to hold
energy isolating devices in the safe
position to prevent inadvertent re-
energising of a machine, equipment or
piping

Tag Out
 The placement of a tag on an energy
isolating or lock out device to warn
other personnel that energy isolating
device and the equipment shall not be
removed/operated, until the tag is
removed

©UPSTREAM HSE 2017 280

Open
 Remove Watermark Wondershare
PDFelement

LOTO Device
Type Device Sample
a) Clamp
Lock Out
b) Lock
(with
individual c) Chain
number)
d) Lock Out Box
Blue Tag
 Operations or equipment
owner isolation
 Permanent Tag (Plastic)
 Blue – HTML Colour Code :
Tag Out (with
#3333FF
individual
 Size :6 in x 3.5 in
number)
Green Tag
 Used to identify Space/Blind
location
 Disposable tag with serial
number, duplicated on
perforated section.
(Paper/Tyvek)
 Green - HTML Colour Code :
#00B050
 Size: 6in x 3.5in + perforated
Open
tag 1in x 3.5in. ©UPSTREAM HSE 2017 281
 Remove Watermark Wondershare
PDFelement

LOTO Device
Type Device Sample

Red Tag
 Us by Electrical Chargeman for
Electrical Isolation
 Permanent (Plastic)
 Red - HTML Colour Code:
#FF00000
 Size: 6in x 3.5in

Tag Out (with

individual
number)
Brown Tag
 Use with locks on Lockout Box.
Used to identify Space/Blind
location
 Disposable tag (Paper/Tyve)
 Brown – HTML Colour Code:
#CC6600
 Size: 4.5 in x 2.5in

©UPSTREAM HSE 2017 282

Open
 Remove Watermark Wondershare
PDFelement

LOTO Device
Type Device Sample
Yellow Tag
 Use by RPO/RPS for ionising
radiation isolation
 Permanent (Plastic)
 Yellow – HTML Colour Code:
#FFFF00
 Size: 6in x 3.5in

Tag Out
Black Tag
 Use by the OIM for Equipment
not in use
 Permanent (Plastic)
 Black – HTML Colour Code:
#000000
 Size: 6in x 3.5in
 Shall be installed after
appropriate MOC raised.

©UPSTREAM HSE 2017 283

Open
 Remove Watermark Wondershare
PDFelement

Group LOTO
What is Group LOTO?
 A series of locks and keys (or with a single common master key*) along
with tags which are used to isolate the system after which the key/keys is
placed in a secure Lockout Box.

Why apply Group LOTO?

 To manage multiple disciplines and/or multiple works activities requiring
isolation of similar equipment or system.

Permission/instruction for isolation shall be obtained from the AA prior to

commencement of isolation activities including placement of LOTO devices.

1. Spare keys shall be available under strict control by the AA or AAR for remote facilities or satellite
platform

©UPSTREAM HSE 2017 284

Open
 Remove Watermark Wondershare
PDFelement

Group LOTO Requirement

Role & Responsibilities

OIM/TS
Operation/AAR
ACP/AP/RPS/RPO
• Execute physical isolation
• Install blue tag on breaker
• Authorised the after red & yellow tag
isolation installed
• Conduct electrical
• Keep the master
equipment testing with
keys ACP/AP to confirm energy is
isolated. • RPS/RPO perform isolation of
• ACP/AP perform electrical
• Conduct mechanical/ equipment containing radiation
isolation
hydraulic equipment testing source
to confirm the energy is • First and last to place/remove
isolated. • First and last to place/remove LOTO
LOTO for electrical (red tag)
for radiation source (yellow tag)
• First and last party to
place/remove LOTO for
Physical Isolation

©UPSTREAM HSE 2017 285

Open
 Remove Watermark Wondershare
PDFelement

Group LOTO Process

•When all the LOTO Removal &

Normalisation
Install LOTO at isolation lock keys
site placed in lockout box. Lock Key •Record and log all the
•The Lockout Box is Management LOTO information and •Work completed RA
•Operation
then closed and status in the PIC remove LOTO & close
personnel
•Effected discipline locked by AA with •Place the lock keys in •Work for the associated PTW
confirm
Install Lock and Tag at brown tag the respective PTW may be executed •All works completed, AA
isolation
the isolation point & •Respective RA install discipline key box. accordingly. remove his LOTO.
equipment lock & brown tag for •AS keep keys for •Discipline obtain keys and
Confirm Isolation •Place the lock out key associated PTW Discipline Box remove LOTO at site
in the lockout box •Update PIC/EIC
Record LOTO
•Re-energise/normalize
Install LOTO at
Lockout Box

Electrical Isolation Physical Isolation

1. ACP/AP isolate breaker 1. Test equipment to confirm energy isolated
2. Install LOTO (Red & Blue Tag) & install Blue Tag.
3. Record breaker number in EIC/PIC 2. Attached perforated green tag for
4. Bum test electrical equipment & confirmed spade/blind in PIC or install Blue Tag for
isolated & install Blue Tag DBB & SVI .

• Minimum two Operation personnel witness/conduct positive isolation activities

• At remote facilities with limited space, lockout boxes maybe at the main platform, for any ad-hoc
isolation, the keys and locks to be send out to remote platform via Field Support Vessel or prior
arrangement between the AA/AS and AAR.
©UPSTREAM HSE 2017 286
Open
 Remove Watermark Wondershare
PDFelement

Validity & Extension of Energy Isolation

VALIDITY

Energy isolation certificate - In cases where energy isolation is

maximum period of 12 weeks. more than 12 weeks, e.g. due to
Revalidation of relevant certificate awaiting spare parts, prolong
shall be weekly. equipment troubleshooting, etc.,
the extension should be allowed
For isolation period of more than 12 with the following conditions:
weeks, approval from the Head of
Production is required for the • Maximum cumulative energy
waiver of weekly validation isolation shall not exceed 24 weeks
(6 months).
• The integrity of the isolation
device shall be checked as part of
the validation exercise

EXTENSION
• For an energy isolation period of more than 24 weeks, a MOC and proper risk assessment shall be raised
accordingly.
©UPSTREAM HSE 2017 287
Open
 Remove Watermark Wondershare
PDFelement

COMMUNICATION, DOCUMENTATION AND TRACKING

1. Certificates shall be 1. ALL energy isolation shall 1. Record in log book;

Communications

Documentation
Tracking
printed as follows: dedicated logbook for each
 PIC – an A3 single- be tracked to completion type of energy isolation
sided paper printed and the certificates are  PIC/EIC/RC number
 EIC – an A3 single-  Name of equipment
sided paper printed; closed including tag number
and  Date and time of
 RC – a carbonised A4 2. Prolong isolation shall be isolation
single-sided printed tracked  Date and time of
with 3 copies normalization
2. A photocopy of the 3. Log book shall be updated  Name and signature
PIC/EIC should accompany of AA or AA
the Permit to Work, to delegates/ ACP or AP/
indicate that equipment to RPS or RPO
be worked on has been
securely isolated by all
parties responsible for and 2. Padlock and Key
who will be working on the management logbook to
equipment. monitor lock utilization
3. Tags at site  Lock Number
 Lockout Box number
 Date taken
 Date return
 Name and signature

3. E.g. Supporting document

 Approved
Isolation/Lockout
device list
 P&ID
 Electrical Single Line
Drawing
 Switching Procedure
 Purging Procedure
©UPSTREAM HSE 2017 288
Open
 Remove Watermark Wondershare
PDFelement

CONFINED SPACE ENTRY

©UPSTREAM HSE 2017 289

Open
 Remove Watermark Wondershare
PDFelement

Overview of Confined Space

WHAT is Confined Space?

 A space which:

 Not intended as regular workplace

 Has restricted means of entry/exit

 Large enough, so configured that a worker can bodily enter and perform assigned
work

 At atmospheric pressure during occupancy

Manhole Manhole Duct

Tank Tunnel

©UPSTREAM HSE 2017 290

Open
 Remove Watermark Wondershare
PDFelement

Overview of Confined Space

WHAT is Confined Space?

 A space which:

 Includes all excavation more than 1.5 meters deep (refer to Excavation Safety
Guideline for detailed requirements)

Trench
1.5 meters

©UPSTREAM HSE 2017 291

Open
 Remove Watermark Wondershare
PDFelement

Overview of Confined Space

WHY is Confined Space Entry Procedure important?

 To highlight the precautions for safe entering and working in confined

spaces.

WHO is impacted by Confined Space Entry Procedure?

 Applicable throughout PETRONAS Carigali global operations

 Including Contractors and Sub-Contractors working on PETRONAS facilities

WHEN to apply Confined Space Entry Procedure?

 Shall be required for safe entering and working in confined spaces.

©UPSTREAM HSE 2017 292

Open
 Remove Watermark Wondershare

Common factors leading to confined

PDFelement

space incidents

Risk Assessments
• Incomprehensive JHA e.g. too
generic
• Failed to anticipate /
recognize hazards

Workers Factors Ventilation Plan /

Lack/Incompetent worker ERP
Fatigue causing errors
• Insufficient planning
• substandard implementation

Communication
• Lack/insufficient understanding of
SSOW e.g. PTW, EIS, ERP
• None/Less effective hazard
communication e.g. toolbox, safety
briefing

©UPSTREAM HSE 2017 293

Open
 Remove Watermark Wondershare
PDFelement
Requirement of Risk Management in Confined Space Entry

Risk assessment shall

be carried out before
allowing entry into
confined space to
ensure risk are
managed to As Low As
Reasonably Practicable
(ALARP) via correct
identification of
hazards and
implementation of the
e.g. Job Hazard Analysis required control and
recovery measures

©UPSTREAM HSE 2017 294

Open
 Remove Watermark Wondershare
PDFelement

Typical Hazards in Confined Space

As part of the risk assessment, the following hazards shall be considered
and assessed:

Oxygen Deficiency/Oxygen Flammability, fire and

Enrichment explosion (LEL)
(< 19.5%/> 23.5% vol. oxygen)

Physical Hazards
Chemical Hazards
(e.g. structural failure, falling
(e.g. glycol, biocide) tools, inadequate lighting)

Biological Other Hazards

(e.g. poor visibility,
Hazards unpleasant odor,
(e.g. bacteria, fungi) contaminant, ergonomic)

©UPSTREAM HSE 2017 295

Open
 Remove Watermark Wondershare
PDFelement
Technologically Enhanced Naturally Occurring
Radioactive Materials (TENORM)
• A radioactive material consisting of Calcium carbonate scale or dust which
emits Alpha particles that may be found inside a vessel.

• For CSE a proper arrangement for measurement and cleaning to monitor

the level of the radiation is required

• RPO/RPS/RPS to monitor the radiation activity

©UPSTREAM HSE 2017 296

Open
 Remove Watermark Wondershare
PDFelement

Oxygen Deficient Atmosphere

19.5 % Minimum acceptable oxygen level
15-19% Decreased ability to work strenuously
Impaired coordination. Early symptoms
12-14% Respiration increases. Poor judgment
10-12% Respiration increases. Lips blue
8-10% Mental failure. Fainting. Nausea
Unconsciousness. Vomiting
6-8% 8 minutes - fatal
6 minutes - 50% fatal
4-5 minutes - possible recovery
4-6% Coma in 40 seconds. Death

©UPSTREAM HSE 2017 297

Open
 Remove Watermark Wondershare
PDFelement

Chemical Hazards Effect

Materials Limit Effect
Hydrogen 10 PPM (TWA) • Highly flammable, explosive gas, possible life-threatening, rapid unconsciousness
sulfide, H2S
Carbon 25 PPM (TWA) • Headache, dizziness, weakness, vomiting, chest pain, confusion.
monoxide, CO • Large exposures result in loss of consciousness, arrhythmias, seizures, or death.
Benzene 0.5 PPM (TWA) • Cancer, bone marrow abnormalities and cardiovascular disease,
• Acute myeloid leukemia (AML), aplastic anemia, myelodysplastic syndrome (MDS), acute lymphoblastic
leukemia (ALL), and chronic myeloid leukemia (CML).
Toluene 50 PPM (TWA) • Psychoorganic syndrome, visual evoked potential (VEP) abnormality, toxic polyneuropathy, cerebellar,
cognitive, and pyramidal dysfunctions, optic atrophy; and brain lesions.
• Pregnant women - fetal development disruption to neuronal development.
Ethyl Benzene 100 PPM (TWA) • Carcinogenic
Xylene (o-, m- 100 PPM (TWA) • Irritate nose, throat and eyes, harm the nervous system, headache, nausea, dizziness, drowsiness and
, p- isomers) confusion, unconsciousness, Skin pain, redness, and swelling.
• Aspiration hazard, severe lung damage, death.
• Teratogenicity / Embryotoxicity - low birth weight or size, learning disabilities.
TENORM 0.5 µSv/h (external • Bone cancers and other bone abnormalities.
dose rate)
Elemental 0.025 mg/m3 (PEL) • Tremors, mood swings, irritability, nervousness, excessive shyness, insomnia ,neuromuscular changes,
Mercury headaches, disturbances in sensations, changes in nerve responses, poor tests of mental function,
• Higher exposures kidney - effects, respiratory failure and death.
Organic (Alkyl) 0.01 mg/m3 (PEL) • Loss of peripheral vision, "pins and needles" feelings in the hands, feet, and around the mouth
Mercury • Lack of coordination of movements, impairment of speech, hearing, walking, muscle weakness
Inorganic (Aryl 0.1 mg/m3 (PEL) • Skin rashes and dermatitis, mood swings, memory loss, mental disturbances, muscle weakness
Mercury)

©UPSTREAM HSE 2017 298

Open
 Remove Watermark Wondershare
PDFelement

Types of Contaminant & Measurement Principles

©UPSTREAM HSE 2017 299

Open
 Remove Watermark Wondershare
PDFelement

Procedures of Confined Space Entry

There are 5 main requirements in Confined Space Entry

Equipment
Preparation

Entry into Inert

Space Condition of
Entry

Working in
Work
Confined
Completion
Space

©UPSTREAM HSE 2017 300

Open
 Remove Watermark Wondershare
PDFelement

CSE Equipment Preparation

Depressurisation and/or As per approved safe operating procedures.
Cooling

Purging/Flushing/Steaming of
Confined Space from • Freed from hazardous materials, e.g. hydrocarbon gas <1% LEL, H2S, etc. purging with inert gas, flushing with water or steaming.
Hazardous Materials/ • draining, venting and cleaning.
Substances

• Blinding, disconnecting and blanking of lines, Equipment de-energized, Energy Source Isolated, Physical isolation, Electrical isolation,
Isolation
Disconnect control signal on Pneumatic/Electrical Solenoids, Mechanical Couplings.

•Lock-out and Tag-out process shall be conducted as per requirements described in the PETRONAS Carigali Energy Isolation Procedure to
Lock-out and Tag-out
prevent inadvertent/ accidental use

• After purging/flushing/steaming - remove the PSV (Pressure Relief Valve), open the low point drains and install an air extractor to ventilate
Opening the vessel the vessel. The vessel shall only be opened after ventilating the vessel and all the necessary safety precautions taken.
Note: At this point no entry shall be allowed into the confined space.

Ventilation Appropriate and continuous ventilation to displace flammable or toxic gases, continuous wetting (pyrophoric materials ) to avoid auto ignition.

• Gas test represents the condition of the entire area of the confined space measured at the manhole.
• Vent point, drain point, gas accumulation, etc. shall also be tested at regular intervals or continuous monitoring.
Gas Testing
• Explosimeter/gas testing equipment used shall be Suitable, Intrinsically safe, Maintained and Calibrated.
• Gas testing by a Confined Space Entry Authorised Gas Tester (CSE AGT), Test results shall be recorded

Radiation Monitoring i.e. sludge or from radiography activity, works need to be within the safe working radius or distance as determined by the
RPS/RPO. The radiation exposure to worker shall be monitored to ensure the exposure is within the allowable limit.
Other requirements
TENORM - proper arrangement for measurement and cleaning to be considered special protective clothing is required.
Any present of mercury - Mercury Decontamination

©UPSTREAM HSE 2017 301

Open
 Remove Watermark Wondershare
PDFelement

Condition of Entry

ENTRY INTO GAS-FREE SPACES ENTRY INTO NON GAS-FREE SPACES

 CSE - nontoxic, non-flammable, and non- Entry may be permitted subject to very stringent
asphyxiate, for persons to enter and work in. precautions documented in the PTW.
 Gas test by Confined Space Entry Authorised Gas Entry with appropriate breathing apparatus and with
Tester (CSE AGT) before entry to check the level of continuous gas monitoring:
oxygen and the presence of flammable and/or
Oxygen Less than 19.5% by vol.
toxic gases. Flammable gas 1 - 10% of LEL
 Adequate ventilation provided before entry, and Toxic Vapors More than 50% of the PEL
during the period of any person is inside the
confined space, manhole lids, access covers and
outlets shall be opened to improve natural
ventilation.
 Entry without breathing apparatus shall only be
permitted subject to the following conditions:
Oxygen 19.5-23.5 % by vol.
Flammable gas Less than 1% of LEL
Toxic Vapors Less/equal to 50% of the PEL

©UPSTREAM HSE 2017 302

Open
 Remove Watermark Wondershare
PDFelement

Atmospheric Testing

1. Fit-for-purpose sampling equipment (e.g., type, calibration)

2. Contaminants to be sampled based on risk assessment (e.g., HRA / CHRA)
3. Sampling practices (i.e. sequence of testing, sampling points, duration of
sampling)

©UPSTREAM HSE 2017 303

Open
 Remove Watermark Wondershare
PDFelement

Condition of Entry
 Requirements for the different atmospheres

Type of atmosphere/ RESPIRABLE NON-RESPIRABLE

INERT atmosphere
Requirements atmosphere atmosphere

Breathing apparatus –
Not required Required Required
SCBA or supplied air

Head of Production or
Approving Authority PTW AA Head of Asset
equivalent

Entrants Authorised Entrants Authorised Entrants Trained Specialist

 Examples of inert entry work includes work to service or replace catalyst in reactors or inspection of vessels containing pyrophoric material, where
the flammability cannot be eliminated

©UPSTREAM HSE 2017 304

Open
 Remove Watermark Wondershare
PDFelement

Working in Confined Space

 Valid/approved PTW with relevant cert/forms displayed at site
 Ignition Sources
 shall be removed if there are flammable or combustible vapors in the work area
 Illumination/Electrical Equipment
 shall be explosion proof or intrinsically safe. Use of voltage above 50VAC and non intrinsically safe
lighting is strictly prohibited.
 Ventilation
 remove any remaining inert gas used for purging & dilute remaining hydrocarbons to below LEL & PEL
 Continuously ventilate the confined space during entry
 Thermal stress
 Radiant heat, limited air ventilation, excessive work, heavy PPE worn.
 Means of Access and Egress
 obstruction nearby the manhole shall be removed/dismantled
 Control of Unauthorized Access
 barricade & signage
 Temporary Suspension of External Work
 suspend activities affect/endanger those working in confined space
 Constant communication with standby person
 Wear suitable PPE & personal gas monitor (if required) at all times

©UPSTREAM HSE 2017 305

Open
 Remove Watermark Wondershare
PDFelement

Ventilation
 Due to the unique characteristics of confined
spaces, natural ventilation is usually not adequate
and would require the use of mechanical
ventilation.
 Mechanical ventilation can largely be classified into
two main types:
 Forced (supplied) ventilation; and
 Local exhaust ventilation (LEV)

©UPSTREAM HSE 2017 306

Open
 Remove Watermark Wondershare
PDFelement

Ventilation
Factors to consider in determining the type of
ventilation to use include:
DUST
 The nature of contaminants;

 The configuration of the space; and

 The expected work to be performed in the

confined space.

©UPSTREAM HSE 2017 307

Open
 Remove Watermark Wondershare
PDFelement

Forced (Supplied) Ventilation

 Forced ventilation introduces fresh air into the
confined space through the use of a mechanical
air moving devices such as a blower.
 Forced ventilation used to dilute contaminants is
usually more suitable when:
– The contaminants released are of relatively low toxicity
(PEL≥500 ppm);
– The rate of emission or release is relatively constant and
of small quantities;
– Contaminants are gases or vapours or finely suspended
solids;
– The release of the contaminants is widespread; or
– There is sufficient distance between the worker and the
source and allow effective dilution to take place.

©UPSTREAM HSE 2017 308

Open
 Remove Watermark Wondershare
PDFelement

Local Exhaust Ventilation

 Exhaust ventilation is done by extracting air out of the
confined space at the source of contaminant
 The use of LEV should be considered when dilution
ventilation is not effective or when there is generation
of high concentrations of contaminants during work
activities such as welding and chemical cleaning.
 In general, LEV is suitable when:
 The released contaminants are of relatively moderate to
high toxicity (PEL≤500 ppm);
 The rate of emission or release is of large quantity;
 The contaminants are fumes or solids that are difficult to
remove by dilution ventilation;
 The release of the contaminants is localised; and
 There is insufficient distance between the worker and the
source to allow effective dilution to take place.

©UPSTREAM HSE 2017 309

Open
 Remove Watermark Wondershare
PDFelement
Confined space ventilation work process

Pre- entry ventilation

Duration depends on:

3(m /min)

 Initial concentration of the

contaminants (ppm)
 Capacity of the fan (blower
or extractor) used (m3/min)
 Volume of confined space
(m3)

Ventilation During Entry

Required ventilation rate is

determined by:

 Rate of contaminants
generation (m3/min)
 Target concentration (ppm)
 Safety factors

©UPSTREAM HSE 2017 310

Open
 Remove Watermark Wondershare
PDFelement

Assessment, Certificate & Declaration Documents

Health Assessment Fitness to Work Certificate Health Declaration

Frequency – 2 yearly or Issued by Occupational Prior entry, it shall be filled

more if clinically indicated Health Doctor and valid for up and signed by entrant to
Focus on respiratory & 2 years confirm no medical
cardiovascular system Lung condition/illness as per
Shall be maintained in Fitness Standard
function test, ECG, good order and the record
audiometry testing and kept for 30 years To be kept by the Project
urine drug testing Owner or Contractors for
Chest X-ray if clinically their own employees
indicated

©UPSTREAM HSE 2017 311

Open
 Remove Watermark Wondershare
PDFelement

PCSB Confined Space Certificate

©UPSTREAM HSE 2017 312

Open
 Remove Watermark Wondershare

Sample of Ventilation Plan

PDFelement

©UPSTREAM HSE 2017 313

Open
 Remove Watermark Wondershare
PDFelement

Rescue
 Pre-Incident Action Plan (PIAP) shall be in place to rescue person/s working in a
confined space if there is an emergency.

 As a minimum the following are required:

 Competent Damage Control Team (DCT);

 Drills prior commencement of confined space entry work and subsequently once a month;

 Specific CSE Pre-Incident Action Plan (PIAP) approved before commencement of CSE work;

 Readiness of rescue and resuscitation equipment available; and

 First Aider.

©UPSTREAM HSE 2017 314

 Remove Watermark Wondershare
PDFelement

Rescue Procedure
 Action during incident/emergency in confined space:-

 Standby person shall raise the alarm and inform the Entry Supervisor;

 Entry Supervisor shall immediately arrange for rescue operations;

 Rescue team shall ensure continuous supply of air through the air line for rescue team inside the
confined space; and

 Immediate evacuation of victim unless if IP is seriously injured and requires special handling.

©UPSTREAM HSE 2017 315

 Remove Watermark Wondershare
PDFelement

Rescue Equipment
 The required rescue equipment shall be clearly identified in the Pre-Incident Action
Plan.

 No rescue shall be attempted without the following equipment:

 Breathing Apparatus;

 Harness; and

 Lifeline

©UPSTREAM HSE 2017 316

Open
 Remove Watermark Wondershare
PDFelement

DON’Ts of Confined Space Entry

DO NOT ENTER a Confined Space, unless you have been Trained in
Confined Space Entry Procedure

©UPSTREAM HSE 2017 317

Open
 Remove Watermark Wondershare
PDFelement

BYPASSING OF SAFETY
CRITICAL PROTECTIVE
DEVICES

©UPSTREAM HSE 2017 318

Open
 Remove Watermark Wondershare
PDFelement

Requirement for SCPD Bypass

Routine Maintenance Activities

• Instrumentations calibration and testing
• Special plant test runs.
• Equipment maintenance and/or equipment test run.
• Maintenance of F&G systems.

Faulty SCPD
• Faulty instrumentations due to unavailability of spare parts (e.g. I/O cards,
processor cards, communication cards, power supplies, etc.)
• Faulty of F&G detection/protection system (e.g. emergency alarm, detection
device)

Startup
• Bypassing/isolating/defeating of SCE during startup shall be incorporated in
the Startup Operating Procedure of the particular facility.
• Plant startup and shutdown

©UPSTREAM HSE 2017 319

Open
 Remove Watermark Wondershare
PDFelement

BSCPD Exception
1. Bypassing of SCPD shall not involve any changes
 logic, set points, alarm points or
 any site mechanical modifications, i.e. the equipment shall be returned to
its original state upon normalization of the bypass
2. SCPD Maintenance not affecting the protection system but changing of the
philosophy of the overall operation/protection system.
 E.g. one of the 3 x 50% fire water pumps was taken out of service for
maintenance, whereas the overall platform firefighting capability remains
intact with the 2 x 50%, operational philosophy has temporary changed,
no back up, therefore this maintenance activity should be addressed by
MOC.
3. Alarm enforcement or bypassing, i.e. Alarm Shelving, Alarm Suppression, Alarm
Silencing or Alarm off (AOF).
4. Any temporary or permanent change of critical operating parameter settings
should be handled by MOC.
5. Non-critical settings changes or bypass shall be handle by operational
procedures.

©UPSTREAM HSE 2017 320

Open
 Remove Watermark Wondershare
PDFelement

SSBOC VS MOC APPLICATION

START
(required to bypass an equipment

Is it a Check tag
NO protective NO in SAP – is it
function? SCE?

YES
SSBOC not required
YES

Consult TA for advice whether

SBOC should be applied
(exceptional case)

Is it intended
bypass on an
NO instrumented
component of
the SCE??

YES

Apply MOC

Raise SSBOC to bypass

©UPSTREAM HSE 2017 321

Open
 Remove Watermark Wondershare
PDFelement

Safety Critical Protective Devices

 SCPD is a component of Safety Critical Element (SCE) whose failure could lead to
the release of a major hazard or whose purpose is to prevent or limit the
consequences of a major incident (Major Accident Hazard-MAH):
 An uncontrolled major breach of containment of flammable/toxic
materials.
 A process related incident with potential severe injuries or death
 A release of materials that could have serious environmental impact
 A breach of security access for sabotage or other serious consequences
(e.g. failure of access control systems)
 SSBOC shall only be applied to instrumentation related components of the SCE
groups.
 Deviation to SCE operation philosophy shall be managed by Management of
Change (MOC) procedure e.g. auto standby of the fire water pump is no longer
available, the hardware barrier is removed from site (e.g. lifeboat).

©UPSTREAM HSE 2017 322

Open
 Remove Watermark Wondershare
PDFelement

Hardware Barrier – Safety Critical Element (SCE)

PREVENT DETECT CONTROL MITIGATE

Structural
Process
Integrity Ignition
Containment Detection Protection
Control Shutdown Emergency
Systems Systems Systems Response
Safe Lifesaving
Operation

Escalating
Consequences

SCE Swiss-cheese Model

SI001 PC001 IC001 DS001 PS001 SD001 ER001 LS001

Structure (Jacket / Vessel Hull/ GBS / Pressure Vessels Hazardous Area Ventilation Fire and Gas Detection Deluge Systems Emergency Shutdown (ESD) Control Temporary Refuge (TR) / Primary Personal Survival Equipment (PSE)
Foundation / Weathering Enclosure / System Muster Areas
Piles etc.) PC002 IC002 DS002 PS002 LS002
Heat Exchangers Non-Hazardous Area Ventilation Security Systems Explosion Protection including Blast SD002 ER002 Rescue Facilities (Incl. Standby Vessel /
SI002 Barriers and Venting Provisions Emergency Depressurisation Escape Routes Man Overboard boat / Fast Rescue
Topsides Primary Structure (Incl. PC003 IC003 DS003 (Blowdown) Craft
Helidecks, Crane Pedestals, Bridges, Rotating Equipment Certified (Ex-rated) Electrical Water in Condensate / Gas PS003 ER003
Flare Tower etc.) Equipment Helideck Fire Fighting Systems SD003 Emergency / Escape Lighting LS003
PC004 High Integrity Pressure Protection TEMPSC / Lifeboats
SI003 Tanks (Incl. IBC's) Containing IC004 PS004 Systems (HIPPS) ER004
Heavy Lift Cranes and Mechanical hazardous (flammable, toxic etc.) Cargo Tanks Inert Gas System Fire Water Pumps (Incl. Caissons, Tank Internal, External and Emergency LS004
Handling fluids and Supports) SD004 Communication Alternate Means of Escape (Liferafts,
IC005 Well Isolation Scramble Nets and Ladders to Sea)
SI004 PC005 Electrical Earthing Continuity (Earth PS005 ER005
Stability systems(Incl. Ballast, Bilge, Hydrocarbon Piping Bonding) Fire Main and Other Distribution SD005 Uninterruptable Power Supply (UPS)
Cargo, FPSO offloading, Computer System Pipeline Isolation Valve (Riser)
Management systems) PC006 IC006 ER006
Pipelines and Risers Fuel Gas Purge System PS006 SD006 Helicopter Facilities (Incl. Markings,
SI005 Passive Fire Protection (Incl. Doors, Emergency Shutdown Valves (ESDV) Nets, Obstacle Marking / Lighting etc.)
Road Vehicles PC007 IC007 Walls and Penetrations)
Relief System (PRV, PSV etc.) Inert Gas SD007 ER007
SI006 PS007 Subsea Isolation Valves (SSIV) System Emergency Power (Incl. Generation
Mooring Systems PC008 IC008 Gaseous Fire Protection Systems and Distribution)
Wells' Hydrocarbon Containment Miscellaneous Ignition Control SD008
SI007 Components (hot surface protection, PS008 Drilling well Control Equipment ER008
Drilling Systems PC009 inert gas) Fine Water Spray Systems Manual Fire Fighting Equipment
Fired Heaters SD009
SI008 IC009 PS009 Utility Air ER009
Bridge connections to support Vessel PC010 Flare Tip Ignition System Sprinkler Systems Process Control and Alarms
Gas Tight Floors and Walls
SI009 PS010 ER010
Station Keeping / Propulsion / Dynamic PC011 Power Management System Bunding and Drains (Hazardous and
Positioning / Thrusters Tanker Loading Systems Non-Hazardous)
PS011
PC012 Fixed Foam Systems ER011
Helicopter Refueling Equipment Oil Spill Contingency (Oil Booms and
PS012 Dispersants)
PC013 Sand Filters
Well Intervention / Well Control
Equipment (Incl. BOP System / PS013
Connector / Diverter, Cement System, Chemical Injection Systems
Ramrig, Drilling Instrumentation, Well
Control Equipment) PS014
Navigation Aids (Aircraft)
PC014
Moveable and Temporary Equipment PS015
Navigation Aids (Marine)

PS016
Metocean Data Gathering Systems

©UPSTREAM HSE 2017 323

Open
 Remove Watermark Wondershare
PDFelement

Typical Example of SCPD

1. Emergency Shutdown Systems or • Vessel Range Monitors, Sprinkler /deluge system,
Instrumented Protective Function Emergency Release Systems Shower / eyewash, Fixed /
• Safety Instrumented System 6. Remote actuated emergency semi fixed foam system,
(SIS) isolation valves Emergency alarms, manual
2. Pressure Relieving Devices 7. Turbine over speed trips call points, fire siren, PA
• Safety Valves, Thermal Relief 8. Electrical protective systems, e.g. system and fire telephone,
Valves, Pressure / Vacuum protection system of motors, Gas leak, heat (inclusive of
Vents, Rupture Discs generators, transmission lines rim seal heat detector) and
3. Vacuum Relieving Devices 9. Critical electrical equipment smoke detection devices
4. Detectors (including uninterrupted power
• Hydrocarbon, Toxic Vapors, supply)
Fire, Smoke, Heat

©UPSTREAM HSE 2017 324

Open
 Remove Watermark Wondershare
PDFelement

BSCPD General Process

Record and
Risk Assessment
implementation
• Applicant specify the • Review and endorsed • Normalise the SCPD
requirement for bypass the RA by relevant soonest after
• BSCPD Coordinator TP/TA rectification
• Coordinate risk • Implemented all
register the BSCPD assessment for SCPD • Approved the SSBOC by precaution and control • Closed the SSBOC
bypass/override by the appropriate level of AA barrier
SME • Record in logbook
• Implement LOTO
SSBOC Endorsement &
Initiated the SSBOC Normalization and
Approval based on
application Closed
bypass duration

SSBOC can be raise for bypass period of 24 hours and can be extended to 7 days but maximum up to 12
week only with appropriate Risk Assessment and Approval. .

©UPSTREAM HSE 2017 325

Open
 Remove Watermark Wondershare
PDFelement

Bypass of SCPD Process

 For any PPM that required bypass of SCPD, SSBOC shall be raised
and approved with maximum duration of 24 hours.

 All BSCPD shall be discussed, reviewed and agreed by the

Immediate Supervisor and SSBOC Reviewer prior to application.

 Risk Assessment shall be endorsed by relevant TP/TA/SME and

approved the AA.

 In the event that bypass of SCPD to be extended, the risk

assessment shall be reviewed to assess the situation and the re-
endorsement shall be escalated to the next level of authority.
 GTA shall be notified of any SCPD bypass with High and Very High risk

 AA shall only approve the application upon agreement to the precautions

and prescribed alternative controls identified in the risk assessment.

©UPSTREAM HSE 2017 326

Open
 Remove Watermark Wondershare
PDFelement

PCSB Safety System Bypass Override Certificate

(SSBOC)

©UPSTREAM HSE 2017 327

Open
 Remove Watermark Wondershare
PDFelement

4.2 Risk Assessment (RA)

Immediate
Normal bypassing Residual Risk bypassing or
Emergency

 A Pre-Prepared Risk Assessment (PPRA)  Where the residual risk is o Pre-prepared Risk Assessment (PPRA)
may be prepared for various bypasses Very High, exhaustive efforts
shall be taken to reduce the to be prepared by site team to
scenarios to facilitate timely execution facilitate the verbal approval by the
of SSBOC. PPRA shall be endorsed by level of risk to High or
Medium. appropriate Approving Authority (AA)
relevant TPs/TAs/SME and approved by and shall be recorded in the daily
relevant AAs  If the residual risk is still Very
High, bypassing may be operations log.
 RA shall identify adequate alternative o The approved SSBOC shall be initiated
controls to as low as reasonably allowed if only the risk level
is not directly correlated to within 48 hours after bypassing of the
practicable (ALARP).
the SIL. SCPD.
 RA for IPF loops shall be based SIL
ratings..
 RA for non-IPF loop shall be based on
PETRONAS HSE Risk Matrix.

©UPSTREAM HSE 2017 328

Open
 Remove Watermark Wondershare
PDFelement

Typical Risk Assessment Tools

HAZID

Identify qualitatively all

types of potential hazards
and threats, both from
internal and external
factors that could affect
the facilities and identifies
scenarios with
consequence affecting
beyond plant boundary.

©UPSTREAM HSE 2017 329

Open
 Remove Watermark Wondershare
PDFelement

SSBOC Approval & Endorsement

 The Approval and endorsement of the SSBOC certificate shall be
determined according to the duration of the bypass.

SCPD BYPASS DURATION

Level 1: Level 2: Level 3:
<24 hours 24 hours < x <7 days 7 days <x<12 weeks
Endorser Approver Endorser Approver Endorser Approver
Principal
SMS Staff TP/SME Head of
OIM/TS or Field Manager TP/SME
(JG G03/G04 (JG G05/G06 Production or
equivalent or equivalent (JG G07/G08
equivalent) equivalent) equivalent
equivalent)

Equivalent - same Job Grade with relevant technical competency and position, Certified as PTW/Certificates signatory and officially appointed by the
Company E.g. Production Head equivalent are Head of Production from other Sectors, Head of Infrastructure, Head of Technical Services, Head of Terminals
etc.; OIM/TS equivalent are Roving OIM/TS, Field Managers, Head of Specialised Maintenance etc.

1. Very High Risk or SIL 4 rated SCPDs shall not be bypassed at any time
2. Appointed signatories shall be endorsed by BSCPD Custodian
3. Appointed SMEs shall be endorsed by relevant discipline GTAs

©UPSTREAM HSE 2017 330

Open
 Remove Watermark Wondershare
PDFelement

Validity and Extension

 Bypassing of SCPD shall be controlled through limited bypass
duration to prevent prolonged continued operations without the
protection from the affected SCPD.

 The duration for SCPD bypass shall not exceed 12 weeks from the
date of initiation.

 Weekly revalidation of Risk Assessment shall be performed by

TP/TA/SME and approved by AA.

 For bypasses > 12 weeks, Temporary Management of Change

(TEMOC) shall be applied and approved before the expiry of
SSBOC certificate

©UPSTREAM HSE 2017 331

Open
 Remove Watermark Wondershare
PDFelement

Communication & Documentation

 Shall be properly communicated to all affected parties
 Prevent any inadvertent normalisation of the SCPD.
 Identified alternative controls known and not defeated
5.2
during the duration of bypass.
 The certificates shall be printed as follows:
 Carbonised A4 single-sided printed with 2 copies;
Documentation
 SSBOC with PTW, shall be displayed at worksites
 Standalone SSBOC, original copy shall be kept at CCR.
 Panel Man shall fully understand his/her actions during the  Recorded detail of bypass in a log book/sheet
bypass duration.  SSBOC number
 Extended bypass beyond one shift shall be explained during  Date and time of bypassing
shift handover (AS and Panel man).
 Name of the SCPD, including tag number
 Equipment on Bypass tags at worksite
 Location of the bypass i.e. filed, DCS, Marchalling
 Notice or indicator on the DCS console or control panel
rack, etc.
 Purpose of bypass
 Risk level i.e. High/Medium/Low
 Level of approval
 Action Items

5.1
 Date and time of normalization
 Supporting documents shall be attached to the SSBOC.
E.g.:

Communication  Risk Assessment Report

 P&ID
 Safe Operating Limit
 Safeguarding Memorandum

All SSBOC shall be retained for at least one year. However any SSBOC related to any incident shall be retained throughout the
Open
duration of the facility or as per local authority imposed.
©UPSTREAM HSE 2017 332
 Remove Watermark Wondershare
PDFelement

Monitoring Performance
 Site/location/asset on a monthly basis shall report
a) No. of assurance conducted on SCPD bypass system against planned;
b) No. of NCR raised against SCPD bypass system;
c) No. of overdue action items;
d) No. and duration of the bypass more than 7 days;
e) No. of overdue Bypasses (yet to be extended based on escalation
requirement)
 Report of all bypasses shall be submitted to UHSE, PTS – Standard & Performance
for management review once every 6 months:
a) No. and duration of the bypass;
b) No. of overdue bypasses (yet to be extended based on escalation
requirement);
c) Potential risk caused by the overdue bypasses;
d) Reason for the overdue;
e) Mitigation to address the risk;
f) No. of NCR raised against SCPD bypass system
g) Mo of overdue action items arising from assurance

©UPSTREAM HSE 2017 333

Open
 Remove Watermark Wondershare
PDFelement

Assurance
 BSCPD assurance shall be conducted as per current requirements
of PETRONAS Assurance process using guided Functional
Checklist for BSCPD.

 The frequency for Functional Assessment is as per IAP-ASE-P-00-

005 PETRONAS First Line Assurance Guideline.

 The bypass status shall be reported or communicated in the

following:

 Daily Operations log

 Operations shift handover

 Daily operations meeting

 Bypasses shall be reviewed as follows:

 At each shift change; and

Open
 At the daily operations. ©UPSTREAM HSE 2017 334
 Remove Watermark Wondershare
PDFelement

TRACKING AND FOLLOW-UP

 All bypassing shall be tracked daily by site management and
BSCPD Administrator.
 Prolonged bypassing shall be tracked to closure - tracking and
monitoring the implementation of alternative controls identified
during risk assessment.
 The log in the control room shall be updated upon normalisation.
 For facility with FSM, the status of the bypass will be displayed in
the FSM.
 The bypass status shall be reported, reviewed and discussed with
key personnel via:
a) Daily Operations log;
b) Operations shift handover; and
c) Daily operations meeting.

©UPSTREAM HSE 2017 335

Open
 Remove Watermark Wondershare
PDFelement

PTW SYSTEM TRAINING

©UPSTREAM HSE 2017 336

Open
 Remove Watermark Wondershare
PDFelement

PTW System Training and Competency

Level 1: Awareness Level 2: Certification – Contractor Level 3: Certification – PCSB Staff

1. Duration 1-day 1. Duration 3-day 1. Duration 3-day

2. Assessment will cover topics 2. Assessment will cover topics below: 2. Assessment will cover topics below:
below: i. PTW Module; i. PTW Module;
i. PTW Module; ii. JHA Module; ii. JHA Module;
ii. JHA Module; iii. Confined Space Entry Module; iii. Confined Space Entry Module;
iii. Confined Space Entry iv. Energy Isolation Module; iv. Energy Isolation Module;
Module; v. Bypassing of Safety Critical Protective v. Bypassing of Safety Critical Protective
iv. Energy Isolation Module; Devices Module; and Device Module; and
and vi. Leadership/Safe Behavior Module vi. Leadership/Safe Behavior Module and
v. Bypassing of Safety Critical and ZeTo rule. ZeTo rule
Protective Devices 3. His/her appointment letter should state: 3. His/her appointment letter should state:
Module. i. Approved to be a PCSB PTW i. Approved to be a PCSB PTW Approver;
vi. Leadership/Safe Behavior Applicant/user; ii. Accountable for all related activities stated
Module and ZeTo rule ii. Accountable for all related activities in the PTW;
stated in the PTW; and iii. Responsible to ensure PTW is
iii. Responsible to ensure PTW is implemented as per PCSB PTW
implemented as per PCSB PTW requirements;
requirements. iv. Required to carry out PTW Tier-1 HSE
Assurance as required; and
v. Required to carry out daily PTW
Inspection.

1. Training conducted by PCSB Certified PTW Trainers.

2. Validity of the training shall be three (3) years.
3. The assessment passing mark is 85%.

©UPSTREAM HSE 2017 337

Open
 Remove Watermark Wondershare
PDFelement

Training and Competency

The minimum training requirements for different parties in PTW system are:
Level 1: Level 2: Certification - Level 3: Certification -
PTW Training Refresher
Awareness Contractor PCSB
√
Relevant Staff and Contractor Workers √
(1 day)
Firewatcher √ √
Permit Applicant √ √ √
Receiving Authority (RA) √ √ √
Work Leader (WL) √ √ √
Approving Authority (AA) √ √
Authorised Supervisor (AS) √ √
Approving Authority Representative (AAR) √ √
Authorised Gas Tester (AGT) √ √
Approving Authority for Certificate (AAC) √ √
Entry Supervisor √ √
Company Site Representative (CSR) √ √
Site Discipline Engineer √ √
Endorser for the Risk Assessment/ SSBOC e.g.
SME/TP/TA
√
PTW Trainer √ √
PTW SME √ √
©UPSTREAM HSE 2017 338
Open
 Remove Watermark Wondershare
PDFelement

Other Training Requirements

1. Specialized Competency and Knowledge Training for

 ACP/AP

 RPO/RPS/RPW

2. Relevant AA, TA, TP and SME shall attend the BSCPD (SSBOC) Awareness
training to understand the work/process flow and the requirements on
bypassing of the SCPD.

3. For Confined Space Entry

 AUTHORISED ENTRANT & STANDBY PERSON

 AUTHORISED GAS TESTER (CS AGT) & ENTRY SUPERVISOR (ES)

 SEARCH & RESCUE (SAR) TEAM

©UPSTREAM HSE 2017 339

Open
 Remove Watermark Wondershare
PDFelement

Confined Space Training Requirements

AUTHORISED GAS TESTER (CS

AUTHORISED ENTRANT &
AGT) & ENTRY SUPERVISOR SEARCH & RESCUE (SAR) TEAM
STANDBY PERSON
(ES)

Attended and passed the competency Attended and passed the Authorized Trained to use properly, the personal
assessment for the Authorized Entrant Gas Tester and Entry Supervisor protective equipment and rescue
and Standby Person training for training for Confined Space and possess equipment necessary for rescue from
Confined Space minimum of three (3) years confined spaces.
experienced working in confined space

Attend and passed the examination

training for AGT and ES conducted by
NIOSH or training provider registered
Attended and passed the examination with DG. (Malaysia) All member shall attend the course on
conducted by NIOSH or training rescue and emergency services
provide registered with DOSH and the conducted and certified by Malaysia
training module shall be approved by AGT & ES registered with DG Fire Rescue Department (BOMBA)
DOSH (Malaysia)

• Authorised Entrant, Standby Person, Authorised Gas Tester and Entry Supervisor shall
undergo a refresher training every two (2) years.
©UPSTREAM HSE 2017 340
Open
 Remove Watermark Wondershare
PDFelement

PTW SYSTEM INSPECTION

AND ASSURANCE

©UPSTREAM HSE 2017 341

Open
 Remove Watermark Wondershare
PDFelement

Daily Inspection
 AA shall instruct site personnel to carry out daily inspection.

 A daily checklist shall be used for this activity.

 Verify that the energy isolation is still required, ensure normalisation have been duly
complied with upon completion of work activities
 Checking of site log.
 Checking on the weekly verification and validity of the respective certificates
(SSBOC/PIC/EIC).

 Adequate PTW sampling during inspection. Minimum of 10% of PTW

volume for the day.
 Daily Inspection of Energy Isolation by Operations Personnel.

 Findings shall be reported for corrective actions.

©UPSTREAM HSE 2017 342

Open
 Remove Watermark Wondershare
PDFelement

Quarterly PTW System Assurance

 AA shall plan and conduct Tier-1 HSE assurance on PTW and associated
procedures minimum quarterly.

 To comply with MCF requirements.

 Tier-1 HSE assurance checklist shall be used for this activity.

 Assurance shall cover all phases of PTW system and Associated Procedures
(PTW, EI, CSE, BSCPD & WAH).
 Assessment prolong energy isolation, the integrity of the LOTO at isolation points;
and
 Assessment on the adequacy of energy isolation system compliance.

 Non - compliance and deficiencies observed shall be corrected and track

until closure.

©UPSTREAM HSE 2017 343

Open
 Remove Watermark Wondershare
PDFelement

Audit, Documentation & Record

Compliance Audit

• Shall be documented and any non-compliance arising shall be highlighted

• Action items arising from the compliance audit shall be tracked to closure

Documentation & Record

• All PTW, Certificates, checklist and all other relevant documents shall be kept for a period of
at least one year as stated in the PETRONAS Carigali Permit to Work Procedure (WW ALL S

05 002).
• The fitness to work assessment record or a copy shall be maintained in good order and the
record kept for a period of 30 years

©UPSTREAM HSE 2017 344

Open
 Remove Watermark Wondershare
PDFelement

Thank you

©UPSTREAM HSE 2017 345

Open