PERMIT TO WORK PROCEDURE

SYSTEM
PERMIT TO WORK
CONTENT

• PTW System definition

• PTW Procedure
• Distribution of roles an responsibilities
• PTW package
• Works requiring no permit
• Typical PTW flow chart
• PTW validity
• PTW & Changing conditions
• PTW suspension/closure
• Critical issues while filling in PTWs
DISCLAIMER

• This training is developed for educational purposes

and does not automatically give an attendee the right
of signature as a PTW Authority;

• An Authority is appointed by a Company Oder signed

and stamped by personnel having right of approval.
 PTW SYSTEM

Works can be carried out safely if:

• Well planned
• Anticipated risks are identified
• Preventive measures are implemented
• Personnel involved received training and all
instructions
• Supervision is sufficient and adequate
PERMIT TO WORK PROCEDURE IT

The Permit to Work System aims at:

• Hazard identification, risks control and compliance with accepted safety
procedure while performing highly hazardous operations
• Providing adequate supervision and management of high-risk operations
• Establishing communication among construction groups
• Prevention of conflicting activities on the base of SIMOPS procedure
PTW SYSTEM
SIMOPS’ General Principles
Simultaneous Operations (SIMOPS) is defined as two or more activities (involving live
and/or non-live processes) under the control of different teams and that occur at SITE at
the same time.

The three main team / entities will be:

 CONTRACTOR's Construction Team (and Pre-commissioning);

 CONTRACTOR's and GENERAL CONTRACTOR’s Construction or Commissioning Team
(and Start-up);
 GENERAL CONTRACTOR’s direct Contractors’ operations
 OWNER's direct Contractors’ operations

SIMOPS process is one of the risk management tools aiming at prevention of conflicting
operations/activities by involving of all parties into HAZID/RA process, working out
Conflicting Activities Risk Mitigation plan and maintaining cooperation and communication
at all stages of simultaneous works till their end.
PTW PROCEDURE

• Established criteria of specific hazardous and non-routine

work execution compliant with local RF Legislation and
OWNER’s/ GENERAL CONTRACTOR’s requirements;
• Is applicable to all the companies involved in PTW
process;
• Defines the approach/process, outlines the principles and
provide guidelines to ensure that SUBCONTRACTORS
have undertaken steps to ensure that risks in the
workplace have been reduced to ALARP level;
• Is part of the CONTRACTOR HSE Management System
and shall be used in conjunction with other Project plans
and procedures;
• Assists Managers and/or Foremen/Supervisors in
conducting activities in a safe manner designed to
minimize HSE risks, protect health and safety of all
employees, and the environment in which they operate.
ROLES AND RESPONSIBILITIES
CONTRACTOR Construction
Director (CD)
•
•
Has overall responsibility for compliance with PTW Procedure
Provides resources for effective work of PTW System
• Ensures competence of involved personnel

CONTRACTOR/ •
•
Verifies compliance with and effectiveness of PTW procedure
Ensues PTW(s) are carried out per requirements as approved
SUBCONTRACTOR • Ensures staff is trained
• Ensures all employees, Vendors and all Lower tier Subcontractors follow the procedure
Site Manager (SM) • Provides personnel, facilities, and other resources necessary to effectively implement and
enforce PTW procedure

•
CONTRACTOR/ •
Ensures training for concerned staff
Develops, approves, maintains, audits and continuously monitors implementation of PTW
SUBCONTRACTOR Procedure
• Provides feedback on performance and assists site supervision to plan and coordinate
HSE Manager work for effective implementation of PTW procedure

CONTRACTOR Issuing Authority • Direct subordinate of the CONTRACTOR Site Manager, certified in PTW and Approval
Assessment process
• Ensures all controls stated in JSA associated with work are in place before PTW issue
• Verifies by supervision that stated conditions in a work place and PTW are maintained

CONTRACTOR Work Permit
Coordinator (WPC)
•
Verifies permits are correctly completed by the Issuing Authority and Performing
Authority
• Proves PTW package verification by signature
• Ensures conformity of every PTW package with PTW Procedure requirements
• Ensures permits are distributed, opened and closed as to procedural requirements
• Maintains PTW Register
• Archives PTW packages after PTW cancellation upon work completion
ROLES AND RESPONSIBILITIES
SUBCONTRACTOR Work
Performer`s
Supervisor (Permit Requestor)
SUBCONTRACTOR Work
Performer
(Work Performing Authority)
Employees
Authorized Gas Tester
•
•
SUBCONTRACTOR’s employee authorized in writing by SUBCONTRACTOR’s Site Manager
Shall complete CONTRACTOR’s PTW Training Course and approval assessment process.
• Shall be competent, certified and skilful in his/her discipline and line management (process organization).
• Individually responsible for implementation and enforcement of PTW procedure.
• Responsible for quality and safety of work.
• Appoints Work Performer responsible for work execution
•
•
Prepares PTW package together with CONTRACTOR Issuing Authority the permit for work activities.
Complies with PTW conditions.
• Lists correctly all tools and equipment required for job execution.
• Provides PPE specified on the Permit.
• Keeps PTW original copy always available in place of work.
• Applies all safety measures specified Work Permit and maintains their effectiveness.
• Hold a pre-job talk (STARRT) in order to share the risk assessment with the performing group/crew.
• Leave work site in tidy and safe condition before declaring the work completion.
•
Must know, understand and comply with the health, safety and environmental requirements of PTW
procedure as applicable to their work scope.
• Must attend STARRT Meeting and do RA prior to work Must report any unsafe condition, tool and equipment
that may affect safety of operation to their direct Supervisor
• Must advise their direct Supervisor whenever unsure or unclear instructions received for a task, or where
concerned about the safety status of any task.
• Must keep the workplace in safe condition and clean it up after work completion.
•
•
Nominated by the CONTRACTOR HSE Manager and/or Commissioning Manager.
Specifically trained and experienced in use of Gas Testing Equipment
• Familiar with atmospheric hazards and hazardous gas characteristics
• Performs gas tests according to periodicity required by PTW
• Maintains the gas test records
PTW PACKAGE – MAIN PERMITS

•• Work
Work
Required does
whenever
that notthethe
requires create
task
enough heat
involves
use of athe toatolift
use of
crane flame ignite
or
flammable
other potentialgas-air
sourcemixtures
of
material
of flammable
ignition
and equipment
in an areamaterials
that has a in
for
highHeavy
operating orfor
potential Critical
units
fire or or
combustible
lifting materials
(this does
explosion. not in the
area
• include being
EXAMPLES: chainworked.
falls or
o
• Work that does not require
Welding
other
o Flame manually
cutting powered
specialized permits
hoisting
o Grinding devices):
• EXAMPLES:
/ Cutting
oo Grit blasting
20/50 tons or more
ooPneumatic / Hydraulic testing
Use of powered
o Spading
o Exceeding 75% steel
of max wirerated
and de-spading of systems
brushes
capacity
under pressure or which contain
osubstances
Use of electrical/electronic
o Two or more whichcranes
are flammable,
equipment
toxic which has not been
or corrosive
o Crane
o Chemical load
certifiedcleaningline deviates
as suitable for use in
from
o Handling vertical
flammable of hazardous
atmospheressubstances
ooe.g.,
Poor radioactive
access, sources,
Non-destructive clearances
test bytoxic /or
corrosive/flammable chemicals.
ground
ionizing bearing
o Painting
/ radiation
operations
pressure
o
o Working
Metal concern
Poses cutting, chipping
o at Height on safety
o Work
o Requires special
on isolated handling
electrical equipment
PTW PACKAGE – COMPLEMENTARY PERMITS

EXCAVATION WORK
FIRST ENERGIZING
CONFINED SPACE
RADIOGRAPHY PERMIT
ENTRY
WORK PERMIT
PERMIT

Is• Required
For issued
Ituse oftoindustrial
cover
any
is mandatory timeall excavation
foran personworks
electrical
any
radioactive item to a
to enter
isotopes,
ensure
e.g.requiresthat
confined
in the precautions
energization,
space.
x-ray are
of welds.even taken to avoid
if temporary,
Usually such
• or
damage
works aretoPTW
A becomes
main underground
a shall
live system
performed services
always
at the(i.e.
be
time e.g. jointly
panels,
issued
of
pipelines,
boards, electrical
cabinets,
with a Confined
minimum personnel or
Spacetelecommunication
transformer
Entry
staying or (for
on permit.
site
cables etc.at nights).
equipment
example, is energized for the first
time).
 PTW PACKAGE – WORK METHOD STATEMENT AND JOB
SAFETY ANALYSIS

WORK METHOD STATEMENT (WMS)

To be prepared by SUBCONTRACTOR and reviewed by CONTRACTOR/ GENCONTRACTOR

• To be specific for the particular activity and workplace

• To have an approved and stamped by HSE cover sheet and signed review sheet when PTW is issued,
with three first pages and the last page ONLY to be submitted all following times.
• To be communicated to the workforce
• To be relevant revision, available at the workplace with PTW and ready for GC review at first request
PERMIT TO WORK PROCEDURE IT

JOB SAFETY ANALYSIS (JSA)

• To be prepared by SUBCONTRACTOR
• To be particular for the task
• To be communicated to the workforce
• To be used as a source of information for STARRT
 PTW PACKAGE – STARRT CARD

• Safety Task Analysis Risk STARRT

ELECTRICAL
TASK CHECKLIST
EMERGENCY EQUIPMENT
SAFETY TASK ANALYSIS RISK REDUCTION TALK
Reduction Talk (STARRT) should
LOCKED / TAGGED Y N FIRE EXTINGUISHER / BLANKETY N
TRY & TEST Y N SAFETY SHOWER / EYEWASH Y N
LOCATION: DISCONNECTED Y N ACCESS / EGRESS Y N
SUPERVISOR: INSPECTED Y N WEEKLY ALARM TEST Y N
DATE:

be used to summarize and JOB DESCRIPTION:

POTENTIAL RISK PREVENTIVE MEASURES

EXCAVATION
SHORED OR SLOPED
LADDER PROVIDED
DAILY INSPECTION
Y
Y
Y
N
N
N
PERMITS
HOT WORK
CONFINED SPACE
LINE BREAKING
Y
Y
Y
N
N
N

highlight the essential points of COMPETENT PERSON

AIR MONITORING
PERMIT
Y
Y
Y
N
N
N
TIE-IN
CRITICAL LIFT PLAN
PERSONAL BASKET
Y
Y
Y
N
N
N

the JSA, including any associated

FALL HAZARDS BARRICADES
PLANNING CHECKLIST (SUPERVISORS) YES NO FALL FROM > 1.8m Y N FIXED BARRICADE Y N
FALL FROM < 1.8m Y N CAUTION TAPE ERECTED Y N
HAVE I/WE ASSIGNED THE RIGHT EMPLOYEES TO THE TASK SLIP / TRIPS Y N SIGNS ON BARRICADES Y N
FALLS FROM LADDERS Y N OWNERSHIP TAGS

documentation. HAVE I/WE PROVIDED THE RIGHT MATERIALS?

HAVE I / WE PROVIDED THE RIGHT TOOLS?

PROPER ANCHORAGE
FLOOR HOLES COVERED
Y

SECURE/SIGN HOLE BELOW Y

N

N
INSTALLED / MAINTAINED

PERSONAL PROTECTIVE EQUIPMENT

Y N

• Copy of the STARRT must be

HARNESS INSPECTED Y N SAFETY HELMET Y N
I/WE UNDERSTAND THE CORRECT PROCEDURE FOR PERFORMING LANYARD INSPECTED Y N SAFETY GLASSES Y N
THE JOB SAFELY? INERTIA REEL INSPECTED Y N FACE SHIELDS Y N
STATIC LINE INSPECTED Y N MONOGLASSES Y N
HAVE I / WE PROVIDED THE PROPER COMMUNICATION AND TASK FOOT GUARD Y N

attached with the PTW if the job INSTRUCTIONS NECESSARY TO PERFORM THE TASK SAFELY?

PLANNING CHECKLIST (EMPLOYEE) YES NO

HANDS
PINCH POINTS
EYES ON TASK
JEWELLERY REMOVED
Y
Y
Y
N
N
N
HEARING PROTECTION

BACK BELTS
CORRECT TYPE GLOVES
Y
WELDING LENS / OXY GOGGLESY
Y
Y
N
N
N
N
PERMIT TO WORK PROCEDURE IT

is being carried out under a PTW.

I/WE HAVE DISCUSSED INJURIES OR ACCIDENTS THAT COULD RESULT MSDS REVIEWED Y N
FROM THIS TASK?
ASSEMBLY POINT: 1. 2. 3.
I/WE HAVE RECEIVED ADEQUATE INSTRUCTIONS TO PERFORM THIS

• Ensure that all personnel in the

TASK? I / WE ACCEPT RESPONSIBILITY FOR SAFE BEHAVIOUR AND ENVIRONMENTAL
ISSUES FOR MYSELF DURING THE TASK
DO I/WE KNOW HOW TO DO THIS TASK SAFELY AND WITHOUT
ENVIRONMENTAL INCIDENT? EMPLOYEE (PRINT) SIGNATURE
1

work team understand the DO I/WE HAVE THE CORRECT TOOLS TO DO THE TASK SAFELY?

EMPLOYEE QUESTIONS / QUERIES / CONCERNS COMPLETED?

2
3
4
5

hazards and control measures Y

Y
N

N
6
7
8
9

identified in JSA and that any STARRT REVIEWED FOR ADDITIONAL ACTION
Y

Y
N

N
10
11
12
13

new member joining the team is

14

AREA MANAGER DATE HSE MANAGER DATE SUPERVISOR'S APPROVAL:

fully briefed
WORKS REQUIRING NO PERMIT

• Routine, non-hazardous tasks

• Housekeeping (without use of plant, equipment),
• Works performed by hand tools, e.g. adjustable wrench, chisel,
hammer, axe etc., (formworks, rebar cage tying, wire conduit
assembling etc.).
• Works performed in lay down areas (given that an area is
fenced and signed adequately, unauthorized persons removed
and no lifting equipment is used);
• Routine works in workshops where all safety precautions have
been already taken as required
• Manual excavation with the depth no greater than 1,3 meter.
TYPICAL PTW PROCESS FLOW
REQUEST PREPARATION APPROVAL
48 HOURS PRIOR SUBCONTRACTOR Performing Authority CONTRACTOR Issuing Authority
SUBCONTRACTOR & CONTRACTOR Issuing Authority • Revision of PTW pack
Performer`s Supervisor • Task assessment, HAZID, RA • Work site condition verification
Fills in the REQUEST part of PTW • Controls
(signature) • Method Statement, STARRT, JSA
• Complementary Permit packages
• Emergency Response Plan CONTRACTOR Commissioning Manager
• SIMOPS considerations • Final approval (signature)
• Plan for personnel training etc. • ONLY AT PRE-/COMMISSIONING STAGE OF
THE PROJECT
WORK START
SUBCONTRACTOR
Performing Authority and
GC Construction Representative
Crew Members • Final approval (signature) (if any
• TBT familiarization with
ISSUE/ACCEPTANCE
additional instructions/notes)
information in:
oPTW/s CONTRACTOR Issuing Authority
oJSA • PTW issue (signature)
oMethod Statement • PTW copies distribution
oSTARRT Card SUBCONTRACTOR Performing 24 HOURS PRIOR
• Performing pre-start Risk Authority CONTRACTOR WPC
Assessment • PTW acceptance (signature) • PTW registration
• Signatures
CHANGING CONDITIONS
• There is a continuous obligation on the part of the CONTRACTOR
Issuing Authority to ensure, by supervision, that conditions stated in
PTW and at work site are maintained.

• Any person, including crew members and SUBCONTRACTOR Job

Performer Supervisor, must always be alert to the possible changes in
conditions.

• Where work is stopped, the CONTRACTOR Issuing Authority must be

informed and the PTW withdrawn.

• Work will only be resumed when safe conditions are re-established

and the permit returned or possibly a new permit (because of
changed conditions) is issued.
PTW VALIDITY

• 12 hour shift on initial issue

• Can be extended by 6 additional shifts (PTW “Extension”

Section)

• Will not be extended if:

o Work situation changed
o Working environment changed
o Scope of work changed
o Not all controls stated are in place
o New controls are required
 PTW SUSPENSION/ CLOSURE

When a permit is issued:

• Original is at the work site under responsibility of Performing Authority
• First copy is under responsibility of CONTRACTOR’s WPC
• Second copy is under responsibility of CONTRACTOR’s IA

When a permit is closed:

• Original and two copies are returned to CONTRACTOR’s WPC for archiving
PERMIT TO WORK PROCEDURE IT

When a permit is suspended:

• SUBCONTRACTOR Job Performer`s Supervisor and CONTRACTOR Issuing Authority
sign the original permit form
• The signed form shall be handed over to CONTRACTOR WPC for project records.
SPECIFIC REQUIREMENTS

• For each 50 workers there should be 1 (one) HSE Specialist.

• It is allowed to issue one PTW for several work places that are in the area
of work performer`s clear visibility, except for highly hazardous works.

• In case a work was stopped due to violation/s of safety requirements, a

dedicated Act shall be issued according to GC Procedure, with the
reason of work stoppage to be indicted in PTW.

• PTW validity period for pre-fabrication and painting workshops is 30

working shifts. The working crew composition can be changed in
exceptional cases that go in accord with the RF legislation, with changes
to be indicted in PTW and STARRT Card.
MAIN PTW FORMS – COLD WORK PERMIT/ HOT WORK PERMIT
MAIN PTW FORMS
Work start date

Task description and Isolation Certificates

There is a number of
any specific work will be used atComplementary
Pre-
Signature of Work Commissioning
conditions and
PTW(s), to be used
Performer`s Commissioningwhen stages
applicable,
Supervisor of the Project
depending on types of
work to be carried out
JSA, Method
Statement and STARRT
Card are obligatory
The sufficient number documents.
of workers qualified to
perform work/ for
night shifts and highly Tools and equipment to be
hazardous works used should be clearly
shouldn`t exceed 20identified, taking in mind the
persons in total development of work situation
MAIN PTW FORMS

Controls that
will be
present/ put in
Cross-reference
Controls that should be givenplace during
to No.
should be in work
of PTWs under which
place/ execution. Pay
simultaneous
If some hazards
prepared
were identified operationsattention
are to
before work
that are not performed inthetheEntry
commences.
listed in Hazards work area“Others”.
Pay attention Also carefully
Reminder on
Section, they consider the
to the Entry the PTW
should be development
“Others”. original/copies
written in the of working
additional line distribution
situation.
MAIN PTW FORMS

Additional
instructions or
notes from GC,
if any. If not,
the Section is
Commissioning
Manager`s √ left blank

signature will be
By signing
required at
here, the SUB
Pre-/Commissioni
WPAngtakes
stage of the
responsibility
Project
By signing here, the SUB
for every word
WPA takes responsibility
underlined
for every word
above.
underlined above.
MAIN PTW FORMS

• Gas Test is performed by Authorised Gas Tester and registered in this Section.
• If this section is insufficient due to the number of periodic tests during one 12-
hour shift, Gas Test continuation sheet is available and can be included in the
permit pack.
MAIN PTW FORMS

• All PTW conditions should be observed to grant the extension of the

permit
• All three signatures should be in place to prove the PTW conditions
are still observed
MAIN PTW FORMS
The PTW shall be closed anyway when:
o Expiration date has been reached
o Controls stated in PTW are not effective
o Working conditions changed
o Scope of work changed
o Emergency happened in work place
A reminder:
SUBCONTRACTOR WPA and
CONTRACTOR IA are responsible for
bringing the work place in safe
conditions before work completion
can be declared.
MAIN PTW FORMS - LIFTING

LIFTING PTW will also

require, as minimum:
• Lifting plan
• Rigging scheme
• Copy of slings
certificate
• Crew qualification
certificates
MAIN PTW FORMS

There are no such entries as:

1. Isolation Certificate
2. Complementary Permit
3. Equipment/Tools to be Used

“Number of workers” entry is

covered in right-hand PREPARATION
Section

The same way of preparing this

Section, with some specific
information to be added:
1. Lift Classification
2. Plot plan with indication of
working places if lifting will be
performed in different locations
during validity period
MAIN PTW FORMS

The lower
However,part person
of the Section concerns
responsible
hazards
shouldn`tapplicable mainlyhazards
forget about to lifting
associatedoperation:
with the work place
1. the
Crane/Boom
lifting conditions
operation will and
be
The list of personnel
capacityengaged in the
Liftingperformed
Operation
2. Ground
and
is thoseinfrom
shown
conditions the right-
handadjacent
section,
3. Load
areas
as that might
compared
characteristics to the
endangerof
“Number safety of the operation.
personnel” Sections in
4. Lifting gear conditions
CWP
5. andsetup
Crane HWP.
All the rest sections are filled in the
same way as previously described for
CWP and HWP
COMPLEMENTARY PTW FORMS
CONFINED SPACE ENTRY PERMIT REQUIREMENTS
Pay attention to the necessity of
• Compulsory training providing detailed description of
• WMS and JSA conditions check each
safe means time to/egress
of access
from a CS.
before entry It is very important for a person
• Drawing with identified exits, outside
responsible anchor
to check access/egress
conditions and provide for
points for lifelines adequate ones if unsafe.
• Attendant
• Entry log book
• Entry board
The main compulsory
• Rescue and communication
• In case where some work is to be performed in a CS, gas test/s plan
should
precautionary beare listed
measures
• Gas test below to ensure:
registered in CSE Permit (not the•correspondent Section of •CWP
Ventilation (if necessary) or HWP).
Safe access
• In case there is insufficient space in the Section, a continuation•
Safe atmosphere
sheet (which
• Communication between
is a
part of Confined Space Entrance Sheet) can be included into the
entrants
• Etc.
PTW pack.
and attendant
COMPLEMENTARY PTW FORMS
EXCAVATION PERMIT REQUIREMENTS
• Drawing of underground commutations and utilities
• Identification of the utilities belonging to SNEMA, if any
(underground electrical utilities operating company)
• Plot plan with identified lines and utilities
• Verification and approval by SNEMA`s stamp both on the
CWP and the drawing.
COMPLEMENTARY PTW FORMS

FIRST ENERGIZING PERMIT

ADDITIONAL DOCUMENTATION
• Layout drawing with highlighted
energy source and equipment under
the voltage fed by the source
• Single line diagram
• LOTO (Log-out Tag-out)
• Isolation certificate
• Electrical certification of personnel
COMPLEMENTARY PTW FORMS
RADIOGRAPHY PERMIT ADDITIONAL DOCUMENTATION
• Applicable equipment licenses
• Record of leak test
• Record of latest radiological survey instrument
calibration
• Scheme of defined CONTROLLED and SUPERVIZED
AREAS
SITE PREPARATIONS:
• Isolation of plant/equipment
• Unauthorized personnel removed
• Amber flashing lights sited at radioactive source position
• Area barricaded off with warning tape
• Red flashing light sited at barrier perimeter
• Safe access/egress provided to and from radioactive
source/
• Fire fighting equipment
• Dosimeter/Badges
• Communication
SIGN-UP SHEET
• Each permit has the list of personnel assigned to
perform work.
• If appears that the number of personnel is
insufficient, a Supervisor can add the additional
personnel on condition that:
o The added number doesn`t exceed 50% of initially
registered
o For each 20 names a foreman should be appointed
o The list is given to CONTRACTOR WPC and is registered
accordingly
• Personnel signs up in PTW only once per the
permit duration period
• By signing, the personnel declares that:
o They understand the task
o Qualified for the task execution
o Agree with the method work will be done with
o Agree with sufficiency of hazard/risk controls
o Believe their safety will not be jeopardized.
QUESTIONS
?