Permit to Work Standard PL-STAN-HSSEIA-007

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PETROFAC LIMITED

HSSEIA STANDARD

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PERMIT TO WORK STANDARD
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PL-STAN-HSSEIA-007
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Originator Name: Chukwuka Maduekeh Date: 11/02/2016

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Safety Adviser Signature:

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Approver Name: Jim McQueenie Date: 24/02/2016

Group Head of Safety Signature:

Owner Name: Chris Allen Date: 10/03/2016

Group Director HSSEIA Signature:

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Permit to Work Standard PL-STAN-HSSEIA-007

DISTRIBUTION LISTING

Copy Number Document Holder

Master (signed
Group Director HSSEIA
hardcopy)
Master
Group Director HSSEIA
(electronic)
Distribution
Only electronic copies of this document are issued. Current copies shall be communicated via
the Group HSSEIA section of PetroNet.

REVISION CONTROL

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Issue Description of Change Date

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VOIDING OR REPLACEMENT
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THIS DOCUMENT RENDERS INVALID OR REPLACES THE FOLLOWING:
DOCUMENT
TITLE REVISION
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NUMBER
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Petrofac HSSEIA level 1, 2 and 3 documents

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This document is
Level 1 (L1).
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Permit to Work Standard PL-STAN-HSSEIA-007

TABLE OF CONTENTS
DISTRIBUTION LISTING ........................................................................................................... 2
REVISION CONTROL ................................................................................................................ 2
VOIDING OR REPLACEMENT .................................................................................................. 2
PETROFAC GROUP HSSEIA STANDARDS ............................................................................. 4
1.0 PURPOSE AND OBJECTIVES ....................................................................................... 5
1.1 Purpose ............................................................................................................................................ 5
1.2 Objectives ......................................................................................................................................... 5
2.0 APPLICABILITY .............................................................................................................. 5
3.0 TERMS, DEFINITIONS AND ABBREVIATIONS ............................................................. 6
3.1 Terms and Definitions ...................................................................................................................... 6

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3.2 Abbreviations .................................................................................................................................... 6
4.0 EXPECTATIONS AND PERFORMANCE REQUIREMENTS .......................................... 7

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4.1 Golden Rules of Safety – Permit to Work ........................................................................................ 7
4.2 Planning ........................................................................................................................................... 7
4.2.1 Control of Work ................................................................................................................................ 8
4.2.2 Risk Assessment .............................................................................................................................. 8

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4.2.3 Process Overrides ............................................................................................................................ 8
4.2.4 Interaction ......................................................................................................................................... 8
4.3 Permit to Work .................................................................................................................................. 9
4.3.1 Supporting Certification .................................................................................................................. 10
4.3.2
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Tool Box Talk ................................................................................................................................. 10
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4.3.3 Authorisation .................................................................................................................................. 10
4.3.4 Display ............................................................................................................................................ 11
4.3.5 Works Being Carried Out ............................................................................................................... 11
4.3.6 Suspension ..................................................................................................................................... 11
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4.3.7 Re-validation .................................................................................................................................. 11

4.3.8 Completion and Return to Service ................................................................................................. 12
4.4 Documentation and Records .......................................................................................................... 12
4.5 Verification and Monitoring ............................................................................................................. 12
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4.6 Training and Competence .............................................................................................................. 12

5.0 RESPONSIBILITIES ..................................................................................................... 13
6.0 REFERENCES ............................................................................................................. 13
7.0 FURTHER GUIDANCE ................................................................................................. 13
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Permit to Work Standard PL-STAN-HSSEIA-007

PREFACE

PETROFAC GROUP HSSEIA STANDARDS

This Petrofac Health and Safety, Security, Environment and Integrity Assurance Management
(HSSEIA) Standard describes the expectations and performance requirements to be met with
regard to risks to health and safety, threats to security, aspects of our environmental impact and
assurance of the integrity of our assets. This document sets out the approach taken to
implement the Petrofac Limited Policies for HSSEIA.

This standard has been approved by the Petrofac Group Director HSSEIA and is mandatory for
all Petrofac Limited subsidiaries, Joint Ventures where Petrofac have control and contractor

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activities insofar as these are referenced in the contract.

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Each Petrofac division and business unit is required to adopt this standard as a mandatory
requirement. Guidelines, tools and supporting information relating to this standard are provided.

Current Petrofac Limited HSSEIA policies and standards, as well as a framework document

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describing our approach to managing HSSEIA, can be found on the HSSEIA section of
PetroNet or by emailing Horizon.Zero@Petrofac.com

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Permit to Work Standard PL-STAN-HSSEIA-007

1.0 PURPOSE AND OBJECTIVES

1.1 Purpose

The purpose of this standard is to define the Expectations and Performance

Requirements necessary to ensure conformance with:
• Petrofac’s HSSEIA Policies
• Petrofac’s Health, Safety, Security and Environment Framework (PL-STAN-
HSSE-001)
• Petrofac’s Asset Integrity Standard (BMS-PRO-X-0947)
• Horizon Zero – Golden Rule of Safety – Permit to Work

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1.2 Objectives

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The objectives of this standard are to:
• provide structure for the implementation of the above documents with regards to
permit to work
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define clear expectations and performance requirements for the management
and implementation of permit to work systems across Petrofac
• define the accountabilities, roles and responsibilities for implementing permit to
work systems across Petrofac
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• provide a consistent approach to the implementation of permit to work systems
for the management of risks associated with work activities across Petrofac
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• provide assurance to internal and external stakeholders that Petrofac has
effective processes in place to manage risks arising due to implementation of
permit to work systems across its business activities
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2.0 APPLICABILITY

This Standard shall apply to all:

• Petrofac Limited (hereinafter referred to as Petrofac) subsidiaries, their business
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activities and locations under their control

• work activities performed by employees, third party contractors and fixed term
contractors acting on Petrofac’s behalf
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• Joint Ventures, where Petrofac have operational control

• contractors, in so far as this standard and supporting documents are referenced
by contract
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In the event of any conflict or contradiction between the provisions of this document and
local legislation the applicable laws must be met.
The approval authority for management of change or any request for dispensation
relating to any of the expectations or performance requirements of this standard is the
Group Director HSSEIA.
This document shall be reviewed by the Group Director HSSEIA, as a minimum every
three years to ensure it remains fit for purpose and effective.

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Permit to Work Standard PL-STAN-HSSEIA-007

3.0 TERMS, DEFINITIONS AND ABBREVIATIONS

3.1 Terms and Definitions

Area Authority Person in control of the location where work is to be

carried out. In some cases, this person can also be
called; nominated area operator, responsible person or
system operator.

Guideline A document that recommends at least one method of

working to accomplish an objective. Other methods may
be adopted providing the original objective is achieved.

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Hazard Anything with the potential to cause harm. The harm
could be personal injury or fatality, environmental
damage, asset damage, reputational damage or loss of

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production.

Isolating Authority The person responsible for the design and installation of
isolations as requested by the Area Authority. This

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includes the isolation of specific sections of plant or
equipment.

Issuing Authority The person responsible for authorising work, which is the
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subject of a permit to work, to proceed. In some cases,
this person can also be called the responsible person or
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permit issuer.

Performing Authority Person accepting the permit on behalf of the permit

users. In some cases this person can also be called,
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acceptor, nominated person, work leader or person in

charge of the work.

Petrofac Refers to Petrofac Limited and its subsidiaries.

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Permit to Work A formal written system used to control certain types of

work which are identified as potentially hazardous.

Permit User(s) Person(s) working under the terms of the permit. In most
cases, they can also be referred to as the competent
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person(s).

Standards Outline mandatory expectations and performance

requirements that apply globally.
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3.2 Abbreviations

BU Business Unit
HSSE Health, Safety, Security and Environment
HSSEIA Health, Safety, Security, Environment and Integrity
Assurance
ORA Operational Risk Assessment

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Permit to Work Standard PL-STAN-HSSEIA-007

4.0 EXPECTATIONS AND PERFORMANCE REQUIREMENTS

These are the minimum expectations and performance requirements placed upon
Divisions and BUs. Brief advice on compliance with the standard is given within the
document.
There is always a potential for a serious accident whenever oil and gas activities are
performed, given the large quantities of flammable and toxic materials being handled. To
prevent them, it is vital that adequate control of work system is implemented. The permit
to work is an essential part of this control of work system.
The permit to work determines how the job could be carried out safely. It is not a
statement that all hazards and risks have been eliminated from the work area. The issue
of a permit does not, by itself, make a job safe. Safety on a job can only be achieved by
those preparing for the job and those carrying it out.

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4.1 Golden Rules of Safety – Permit to Work

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BUs shall adopt the Golden Rules of Safety to ensure safe implementation
of permits to work.
Before conducting work that involves confined space entry, work on energy

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systems, ground disturbance in locations where buried hazards may exist, or hot work in
potentially explosive environments, a permit must be obtained that:
• defines scope of work
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identifies hazards and assesses risk
establishes control measures to eliminate or mitigate hazards
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• links the work to other associated work permits or simultaneous operations
• is authorised by the responsible person(s)
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communicates above information to all involved in the work

• ensures adequate control over the return to normal operations
All work activities that require a permit shall only proceed when the Permit to Work
Golden Rule of Safety (together with any other applicable Golden Rules of Safety)
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requirements have been met.

4.2 Planning

Permit to work shall be implemented as part of the overall control of work process. A
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permit shall be considered wherever it is intended to carry out work which may adversely
affect the safety of personnel, the environment or the plant (i.e. any potentially
hazardous work). Such works include but are not limited to:
• non-routine activities
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• non-production work (e.g. maintenance, repair, inspection, testing, alteration,

construction, dismantling, adaptation, modification, cleaning, etc.)
• jobs where two or more individuals or groups need to co-ordinate activities to
complete the job safely or work simultaneously
• jobs where there is a transfer of work and responsibilities from one group to
another
The requirement for a permit is not applicable to all activities. BUs shall assess the risks
of their activities and identify specific activities which shall be subjected to permit to work
systems.

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Permit to Work Standard PL-STAN-HSSEIA-007

In addition, the permit to work system shall ensure that all necessary precautions such
as energy isolation, provision of access barriers, etc. are identified by a task risk
assessment before any work is undertaken.

4.2.1 Control of Work

Works requiring permits shall be carried out as part of the overall control of work
process. As such, the steps involved may already be present but shall be part of an
interdependent system that meets with requirements of the Control of Work Standard
(PL-STAN-HSSEIA-013).

4.2.2 Risk Assessment

As part of the planning process, the permit shall be accompanied by a risk assessment

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used to identify all hazards associated with the work. The risk assessment shall be
conducted in line with the requirements of the HSSEIA Risk Management Standard (PL-

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STAN-HSSEIA-009). The risk assessment shall identify and control:
• both site and task specific/process hazards
• hazards associated with the task which may impact on the surrounding

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environment/site
• the potential for other activities to impact upon the task
The permit shall contain details of all necessary precautions which shall be in place prior
to the work taking place.
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The Performing Authority shall ensure that all relevant precautions set out in the permit
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are in place before the work begins.
Where there is a requirement to remove safety critical equipment from service, the
permit to work system shall ensure that:
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all relevant parties, including the safety critical equipment’s responsible persons,
are notified and, where required, approve the work before it starts
• the potential effects of removing such equipment from service shall be fully
assessed, as part of an ORA, if required, and that all identified controls and
contingency measures are applied
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4.2.3 Process Overrides

Where an override/inhibit is required for a work activity, this shall be recorded on the
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permit. The number of overrides/inhibits required shall be kept to a minimum.

Overrides/inhibits shall be returned to service as soon as possible to minimise risk.
Cancelled overrides/inhibits shall be indicated on the permit.

4.2.4 Interaction
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Every site shall have a process in place to formally assess and control risks associated
with simultaneous operations (SIMOPS). This process shall:
• include the identification and management of interfaces between working parties
that have a potential to impact each other
• ensure that permits for conflicting activities are not issued simultaneously
Where a number of permits are active simultaneously, the Issuing Authority shall ensure
that all interfaces are effectively managed.
Work activities requiring a permit shall be planned and co-ordinated in order to avoid
risks caused by combined operations or simultaneous activities. A permit co-ordinator
shall be appointed to control the issue and return of all permits to work.

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It is important to make sure that one activity under a permit to work does not create
danger for another, even if the other work does not require a permit to work. The Issuing
Authority shall be aware of potential interaction and shall ensure that when a permit is
prepared, the work to be carried out takes account of other activity currently planned or
underway.
It may be that the interacting activities are covered by separate Responsible Authorities,
in which case close liaison shall be necessary, e.g. through cross-referencing on the
permit, the task risk assessment or in the work pack.
If an isolation is common to more than one work activity then it shall be clearly detailed
and an isolation certificate attached to each associated permit. The isolation shall be
separately locked out by each relevant Performing Authority.

4.3 Permit to Work

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The permit to work system shall have specific permit types for the following categories of

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work: Hot – Naked Flame; Hot – Spark Potential; Cold; Cold – Breaking Containment.
Each permit shall contain or refer to the following information (not exhaustive):
• description of the task to be done

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• exact description of work location
• exact description of plant/equipment to be worked on including the
plant/equipment number
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details of the work party and tools to be used
details of potential hazards and precautions taken
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• details of protective equipment to be used or worn
• reference to any required supporting documentation (e.g. method statements,
drawing, etc.)
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• time of permit issue and validity period

• other persons to approve or be notified of work
• signature of person in charge of the work
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• signature of person issuing the permit

• signature for handover of responsibilities between shifts
• declaration by person in charge of work that work is complete or incomplete and
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site has been left in a safe condition

• signature of person issuing the permit confirming that the site has been checked,
including whether equipment may be reinstated or left safely isolated, and that
the permit is cancelled
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4.3.1 Supporting Certification

Energy Isolation
Any work that will be undertaken that requires isolation (mechanical, electrical, process,
etc.) shall have a supporting isolation certificate attached to the associated permit. If this
is not in place the work shall not proceed. All energy isolations shall be planned and
conducted in line with the requirements of the Energy Isolation Standard (PL-STAN-
HSSEIA-003).
Where work is being carried out under a permit with an associated isolation, the Isolating
Authority must sign off the isolation certificate and associated permits. The Performing
Authority however is responsible for validating that the isolation is in place and adequate
prior to commencing the work.

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Confined Space

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Any work to be undertaken in a confined space shall have a supporting confined space
entry certificate attached to the associated permit. If this is not in place the work shall not
proceed. All confined space entry work shall be planned and conducted in line with the
requirements of the Confined Space Entry Standard (PL-STAN-HSSEIA-001).

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Ground Disturbance
Any work that involves digging, excavation or boring shall have a supporting ground
disturbance certificate attached to the associated permit. This certificate which is also
known as excavation or heavy equipment movement certificate ensures that no
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underground services or pipework is affected. If this is not in place the work shall not
proceed. All works involving ground disturbance shall be planned and conducted in line
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with the requirements of the Ground Disturbance Standard (PL-STAN-HSSEIA-002).
Gas Testing
Any worksite where there is likely presence of flammable or toxic gases or oxygen
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deficiency or enrichment shall have a supporting gas testing certificate attached to the
associated permit.

4.3.2 Tool Box Talk

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A tool box talk section shall be included within the permit. Prior to the start of work, the
Performing Authority shall conduct an onsite tool box talk with all members of the work
party to ensure that they are aware of all the hazards and details of the work and the
permit. The tool box talk shall be signed by all participants. The permit shall be updated
to reflect any additional hazards and control measures which have been identified.
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4.3.3 Authorisation

The Permit to Work system shall ensure that the Issuing Authority and the Performing
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Authority is not the same person for any permit. All permits shall be authorised by the
Issuing Authority. Those performing authorisation of permits to work shall be suitably
qualified and competent to do so.

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4.3.4 Display

Permits shall be appropriately displayed at:

• the worksite
• the main control/co-ordination room
so as to enable those who need to be aware of them, or refer to them, to do so. In
addition, a copy of the permit shall be kept with the Issuing Authority or with the Area
Authority if that person is not located at the worksite or control room.

4.3.5 Works Being Carried Out

Whilst the work is in progress, the Performing Authority and the permit users shall be

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aware of the requirement, to stop the job if at any time they feel that:
• it is unsafe to continue

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• one of the control measures dictated by the permit is noted as not being in place
• there is any change to the work which needs to be managed

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4.3.6 Suspension

Where work being carried out under a permit is stopped before completion, the permit
shall either be suspended or cancelled. In such cases appropriate controls shall be in
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place to ensure the integrity of the equipment and the safety of all site personnel.
Permits must not remain suspended beyond their validity period and a suspended permit
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shall remain live until it is cancelled. Suspended permits shall remain on the permit
recording system. In addition, the condition in which the plant has been left and the
consequences for other activities shall be specified.
In the event of an emergency, all work shall cease and the permit shall be suspended.
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When a permit is suspended or cancelled, the work should not be restarted until the
Issuing Authority/Area Authority have verified that it is safe to do so and has re-validated
the permit or issued a new permit.
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4.3.7 Re-validation

A permit shall only be issued for one shift with a maximum period of 12 hours. If work is
required to continue, the permit can be re-issued on an on-going basis but only up to its
validity period. The validity period of any permit shall not exceed 14 days.
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When a permit is to be re-issued for a new shift, the two associated Performing
Authorities shall be required to visit the work site together and clearly communicate the
status of the activity. A shift handover procedure shall be in place to support the Permit
to Work system.
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4.3.8 Completion and Return to Service

Upon completion of work, the permit shall be returned to the point of issue. Both the
Issuing Authority and the Performing Authority, after a site inspection, shall sign to
indicate completion. Other parties to the permit, i.e. those made aware of the work who
may have been signatory to the permit, shall also be informed.
Returning plant/equipment, which was under permit to work, back to service shall only
proceed if:
• the work on the equipment has been completed
• the plant/equipment has been left in a safe condition and that this has been
verified by the person signing off the permit
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all isolations/overrides pertaining to the plant/equipment have been removed or
the status of any remaining isolations/overrides is known to operations personnel

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• the operations person responsible for that area formally acknowledges his
acceptance of the plant/equipment

4.4 Documentation and Records

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Appropriate document control process shall be applied to all permits to work. Permits
shall be retained for a minimum of 12 months.

4.5 Verification and Monitoring d

Issued permits shall be verified and monitored to assure their effectiveness. The extent
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and frequency of this verification and monitoring shall be determined by the BUs.
Permits shall be audited on an annual basis.

4.6 Training and Competence

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The permit to work system shall clearly identify all training and competency requirements
for each defined role. These shall be met by all personnel, as per the specific role that
they fulfil within the permit to work system.
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5.0 RESPONSIBILITIES

Petrofac Group To advise and provide guidance as required to BU

Heads of HSSEIA Management on current Group standards.
To assure the Petrofac board that the Group policies and
standards covering HSSEIA performance are appropriate
and being implemented by the BUs.

Division and To recognise that HSSEIA is a line management

Business Unit responsibility and that they are therefore accountable for
Management HSSEIA for their area of responsibility.
To ensure that Petrofac policies and standards covering
HSSEIA performance and compliance are implemented and

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that such implementation is monitored and assured.

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To make sure that potentially hazardous work activities in
their various areas are identified and adequate Permit to
Work Systems implemented.

Division and To work with division and BU management to ensure that

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Business Unit permit to work systems are implemented as appropriate.
HSSEIA

6.0 REFERENCES
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PL-STAN-HSSE-001 Health, Safety, Security and Environment Framework
PL-STAN-HSSEIA-001 Confined Space Entry Standard
PL-STAN-HSSEIA-002 Ground Disturbance Standard
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PL-STAN-HSSEIA-003 Energy Isolation Standard

PL-STAN-HSSEIA-009 HSSEIA Risk Management Standard
PL-STAN-HSSEIA-013 Control of Work Standard
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BMS-PRO-X-0947 Asset Integrity Standard

7.0 FURTHER GUIDANCE

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Additional guidance is available from:

• OGP Guidelines on Permit to Work (P.T.W.) Systems: Report No. 6.29/189,
1993.
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• HSE Guidance on Permit to Work Systems: HSG250, 2005.

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