Making the UK the safest place to work in the worldwide oil and gas industry.

Additional Development Training for Safety Representatives

ESR Perspectives Event 28-November 2012

Nicky Elphinstone, ESR Step Change in Safety Leadership TeamNicol Webster, OPITO Standards and Development

Why additional training for safety reps?• SI 971 Regulation 27 Training:

“It shall be the duty of the duty holder to ensure that -a) a safety representative for the installation is provided with such

training in aspects of the functions of a safety representative as are reasonable in all the circumstances; and

b) any costs associated with such training, including travel and subsistence costs, are not borne by the safety representative.”

• SI 971 Guidance 105: “As a follow-up, consideration should also be given to developmental training needs”

• ESRs and trade unions campaigned vigorously for more training• Duty-holders struggling to find appropriate courses in the market• HSE SI 971 Inspection Programme – lack of involvement in key

areas• OIAC WIG identified 4 key priority areas for action

Leadership Commitment• Significant buy-in at senior levels in industry• OIAC WIG proposal endorsed by Step Change leadership team • WIG asked OPITO to develop an industry training standard to

cover the 4 key priority areas

Workforce Involvement• Listened to the feedback at SCiS & WIG events• OPITO Industry Work Group made up mainly of ESRs

(developed by your peers)

OPITO training standard process

May June July August September October November December January February March

(ESRs, Unions, HSE, WIG, Step Change, OGUK, employers)

Training aim• Support improved health and safety through

more effective workforce involvement, by giving safety representatives access to training that helps them develop their effectiveness and confidence to:1. Understand and identify major accident hazards;2. Understand risk analysis to get involved in

preparing/ revising safety cases;3. Investigate incidents and apply root cause analysis;4. Conduct independent inspections and audits and

present findings and concerns effectively.

4 pick-and-mix modulesInitial Offshore Safety

Representative TrainingRefresher Offshore Safety Representative Training

Module 1: Major Accident

Hazards 2 days

Module 2: Risk

Analysis 2 days

Module 3: Root Cause

Analysis2 days

Module 4: Inspect/Audit/ Communicate

2 days

Pre-requisite

Expectation

AdditionalDevelopmentTraining

ExistingBasic Courses

Common threads

Not mandatoryNot assessedNot e-learningNot at workplace

Pilot courses to test draft standardCourse Pilot course dates

1Major Accident HazardsDesigned to give ESRs a broad understanding of major accident hazards and safety critical elements in the context of UK offshore safety cases and performance monitoring systems

18-19 Feb 2013

2Risk AnalysisDesigned to give ESRs enough understanding of how risk management is applied in safety cases and safety management systems, so they are not blinded by jargon and are encouraged to become personally involved in preparing or revising safety cases

25-26 Feb 2013

3Root Cause AnalysisDesigned to give ESRs enough understanding of accident causation and root cause analysis to encourage them to become personally involved in incident investigation, and to question and challenge until they get to root causes

27-28 Feb 2013

4Inspect / Audit /CommunicateDesigned to give ESRs enough understanding and confidence to become personally involved in inspections and audits, and to use personal effectiveness and communication skills to secure remedial action if necessary

17-18 Dec 2012

Module 1: Major Accident Hazards• Major accident hazards and safety critical elements

• Identifying MAH and SCE outside rep’s own discipline

• The principles and structure of safety cases under the regulations

• Using an actual offshore safety case

• Safety representatives’ rights of access to safety cases

• How to access and understand installation safety case information

• Performance standards, written schemes of examination & verification

• Practical examples of performance standards, formats & topical KPIs

• Practical aspects of getting and understanding safety case information

• A clear action plan to increase personal involvement in reviewing major hazard management arrangements set out in safety case

Module 2: Risk Analysis• The concept of major accident risk and its application in the offshore industry

• Case studies to illustrate hazards, risks and controls, and the types of failure modes that led to major accidents

• The range of formal safety assessment and risk analysis processes & techniques

• The role of human error and organisational failure in accident causation

• Common failures in risk analysis & the need to challenge assumptions

• When to challenge risk assumptions and how to seek expert advice

• The safety representative’s role and involvement in risk analysis

• How to get involved effectively in formal safety assessment & risk analysis

• A clear action plan to increase personal involvement in risk analysis

Module 3: Investigate incidents (RCA)• The ESR’s role and involvement in incident investigation

• Accident causation and root cause analysis techniques

• Skills involved in exploring incidents to root causes

• Human factors, safety culture, behavioural/organisational failure types

• Practical and realistic investigation skills in the offshore environment

• Conducting your own incident investigation and overcoming barriers

• Preparing written incident investigation reports

• Identifying trends and patterns and securing remedial action

• Presenting results and recommendations and using personal power and assertiveness to secure remedial action

• A clear action plan to increase personal involvement in incident investigation and analysis

Module 4: Inspect / Audit / Communicate• The ESR’s right to conduct independent inspections and audits

• Inspection skills and techniques

• Planning and conducting a safety inspection

• Safety audit structures, processes and levels – key roles involved

• Effective reporting and presentation of inspection/audit findings

• Influencing people to reach a satisfactory conclusion for all sides

• Practice in preparing effective reports and written communications

• Practice in effective presentations to different target audiences

• Overcoming barriers to conduct independent inspections and audits

• A clear action plan to increase personal involvement in inspections & audits

Pilot courses• Run by Det Norske Veritas (DNV)

– Cromarty House, 67-72 Regent Quay, Aberdeen, AB11 5AR• Purpose of pilot is to test the unpublished standard

– 12 places per course– Must have done basic 4½-day course– DNV/Step Change certificate (not OPITO)– Course fee for pilots £650 per delegate per module– Duty-holder expected to pay for the training costs

Pilot course Dates

1. Major Accident Hazards 18th – 19th February 2013

2. Risk Analysis 25th – 26th February 2013

3. Root Cause Analysis 27th – 28th February 2013

4. Inspect/Audit/Communicate 17th – 18th December 2012

For more information

• About the training standard:– nicol.webster@opito.com

• About registering for the pilot courses:– Nichola.Dickson.Reid@dnv.com tel 01224 335115

• About any problems with payment, etc.:– esr@stepchangeinsafety.net