Human Factors Engineering in Projects - hsedocs.pdo.com.om

Petroleum Development Oman LLC

Revision: 01 Effective: Nov, 2016

Human Factor Engineering in Projects

The controlled version of this CMF Document resides online in Livelink®. Printed copies are UNCONTROLLED.

Petroleum Development Oman L.L.C.

Human Factors Engineering in Projects

Document ID SP-2215

Document Type Specification

Security Restricted

Discipline Technical Safety Engineering

Document Owner Head Technical Safety Engineering (CFDH)

Month and Year of Issue May, 2020

Version 3.0

Keywords HFE, Human Factor Engineering, Human Error

© Copyright 2016: This document is the property of Petroleum Development Oman, LLC. Neither the whole nor any part of this document may be disclosed to others or reproduced, stored in a retrieval system, or transmitted in any form by any means (electronic, mechanical, reprographic recording or otherwise) without prior written consent of the owner.





Document Authorisation

Authorised For Issue

Document Authorisation

Document Owner

(CFDH)

Document Custodian Document Controller

Van Ham, Lucien MSE4

Date : 02-06-2020 12:00 AM

Petrizzo, Jose MCOH1

Date : 02-06-2020 7:35 AM

Daodu, Olufemi PDS11

Date : 19-05-2020 12:56 PM

Revision History

The following is a brief summary of the four most recent revisions to this document. Details of all revisions prior to these are held on file by the Document Custodian.

Version No. Month & Year

Author’s Name and Title Scope / Remarks

1.0 Nov, 2016 Saif AL Rawahi

Abeer Al Rashdi

Technical Safety Engineer

Original Specification

Initial Issue

2.0 March, 2018 Shaikha Wahaibi MSE45X Joe George MSE42

Jose Petrizzo MCOH1

Review and Update

3.0 May 2020 Olufemi Daodu PDS11 Jose Petrizzo MCOH1

Review and Update

User Notes:

1. The requirements of this document are mandatory. Non-compliance shall only be authorised by a designated authority through STEP-OUT.

2. A controlled copy of the current version of this document is on PDO's Livelink which can be accessed from CMF. Before making reference to this document, it is the user's responsibility to ensure that any hard copy, or electronic copy, is current. For assistance, contact the Document Custodian.

3. Users are encouraged to participate in the ongoing improvement of this document by providing constructive feedback.





Left in blank for future use





TABLE OF CONTENTS

Document Authorisation ............................................................................................................. 2

Revision History.......................................................................................................................... 2

Abbreviations ...................................................................................................................... 4

1 Introduction.......................................................................................................................... 6

3. HFE Process in Projects ..................................................................................................... 6

SELECT / BfD Phase ........................................................................................................................ 7 3.1 HFE Screening Assessment ............................................................................................. 7 DEFINE / FEED Phase ...................................................................................................................... 8 3.2 HFE Studies Report............................................................................................................ 8

3.2.1 HFE Design Studies .................................................................................... 8

3.2.2 Human Reliability ALARP Review ............................................................... 8

3.3 HFE Design Verification..................................................................................................... 8 3.4 HFE Closeout and Plan for EXECUTE / DD+CONSTRUCTION ...................................... 9

3.4.1 HFE Close Out ............................................................................................ 9

3.4.2 HFE Plan for EXECUTE / DD+CONSTRUCTION ...................................... 9

EXECUTE / DD+CONSTRUCTION Phase ..................................................................................... 10 3.5 HFE Design Verification................................................................................................... 10 3.6 HFE Plan for Construction .............................................................................................. 10 3.7 HFE Verification in OR & PSUA ...................................................................................... 10 3.8 HFE Close Out Report (EXECUTE / DD+CONSTRUCTION) ......................................... 10 4. Organization and Responsibilities..................................................................................... 11

4.1 HFE Authorized Person ................................................................................................... 11 4.2 HFE Technical Authority ................................................................................................. 11 4.3 Responsibilities ................................................................................................................ 11 References ............................................................................................................................... 13

Appendix A: HFE Screening for Projects ................................................................................. 14

Appendix B: Design and Procurement of Packaged Units ...................................................... 16

Appendix C: HFE Plan for Construction ................................................................................... 17

Appendix D: Competencies Requirements of HFE AP ........................................................... 19

Appendix E: Physical Workspace Guidelines ......................................................................... 20

Tables No table of figures entries found. Figures

Figure 1 HFE activities by project lifecycle phase* .................................................................................. 6

Abbreviations

Term Definition

ALARP As Low as Reasonably Practicable

AP Authorized Person

BFD/BOD Basis for/of Design

CMF Corporate Management Framework

DCAF Discipline Controls and Assurance Framework





DEP Design & Engineering Practice

EPC Engineering, Procurement and Construction

FEED Front End Engineering Design

FPD Flawless Project Delivery

HFE Human Factors Engineering

HMI Human-Machine Interface

O&M Operate and Maintain

OR Operation Readiness

PSSR/PSUA Pre Start-Up Safety Review/Pre-Start-Up Audit

SCTA Safety Critical Task Analysis

TA Technical Authority

TRA Task Requirements Analysis

VCA Valve Criticality Analysis





1 Introduction

Human Factors Engineering (HFE) is a multidisciplinary science that focuses on the interaction between the human and the working system in order to design the working system in a way which optimise human reliability and system performance and prevent human errors.

PDO is a large and complex organisation and there are an immense number of interfaces between people and systems, machines and processes. The result of several PDO HSE audits, inspections and investigations from the past have shown instances of a poor human-system interaction, which increases the HSE risk and the operation costs. It is also a major causal factor to major accident events occurring in industry resulting in personal injury, fatalities, significant production lost and asset damage. The Human Factors aspect of the physical design of the production system has a major role in reducing the probability of critical human errors and preventing Major Accidents.

According to PDO Occupational Health Specification SP-1231, HFE principles shall be considered and applied during the SELECT / BFD phase of all projects where design can have a critical impact on equipment usability and user safety and health.

Implementation of the project HFE Strategy shall be incorporated into the ALARP demonstration. An ALARP demonstration should include details of what action has been taken to ensure that the risk of 'unreliable human performance' to the effectiveness of barriers has also been mitigated. This demonstration should include consideration of unreliable human performance in design, as well as operational controls such as competence, procedures and avoidance of risks from factors such as fatigue. Much of the content for this demonstration should be available from the results of implementing the project HFE Strategy.

2. SCOPE

The document covers the HFE process to be applied to all projects as well as the organisation and responsibilities for applying this process.

3. HFE Process in Projects

Figure 1 summarized the HFE activities and deliverables for projects at different phases as per DCAF requirements or SP-1131.

Figure 1 HFE activities by project lifecycle phase*

*Activities Bolded in Figure 1 are DCAF deliverables.

Select / BfD

•(2.1) HFE Screening Assessment and Strategy

Define / FEED+DD

•(2.2) HFE Studies Report

•(2.3) HFE Design Verification

•(2.4) HFE Close out and Plan for Execute

Execute / Construction

•(2.5) HFE Studies Report (complete)

•(2.6) HFE Design Verification

•(2.7) HFE Plan for Construction

•(2.8) HFE Verification in OR & PSUAs

•(2.9) HFE Close out Report





SELECT / BfD Phase

3.1 HFE Screening Assessment

HFE screening is a brainstorming session for identifying the potential human factors risks in the project through a structured tool. The objective is to determine the HFE scope and complexity of the project and as a result determine the appropriate HFE Strategy for the project.

The HFE screening shall be conducted in the SELECT / BfD phase of all projects for the selected concept as required by PDO Occupational Health Specification SP-1231.

The HFE screening can be conducted in conjunction with other HSE activities/workshops (e.g., HAZID, Health Risk Assessment) for the interests of effective use of project human resources.

The input documents required to do the screening are:

Project overview and description

Project equipment’s list

Preliminary plot plan

Pictures of existing facilities

The outcome of the screening will determine the HFE strategy for the project, which shall include:

Applicable HFE specifications/DEPs for the project.

Identification of the key HFE design studies and HFE assurance activities required during project phases.

How to deliver the HFE activities (in house vs. HFE contractor, standalone HFE activities vs. incorporating with other project activities)

Define the required competency level for HFE personnel.

How to manage HFE actions in the project

3.1.1 HFE Screening for Projects

PDO HFE Screening tool shall be used for assessing projects in the SELECT / BfD phase. The procedure for using the tool can be found in Appendix A.

As minimum, the below shall be involved in the screening workshop:

Facilitator: HFE Authorised Person.

Operation and Maintenance Representative.

Project Manager/Engineer or concept lead

HSE Engineer

Process Engineer

The HFE Authorized Person (AP) has the responsibility to coordinate the workshop. The facilitator shall have at least knowledge level on HFE and approved by the MSE4 or HFE TA.

The key outcome from the screening is the HFE strategy for the project lifecycle phases. The HFE strategy is a strategy/plan for incorporating HFE into project activities during DEFINE / FEED and EXECUTE / CONSTRUCTION phases. It will include recommended actions/HFE activities based on the discussions during the HFE Screening, action owners and due dates for closing the actions.

* Requirement for Operations and Maintenance Representative in HFE workshops:

For Brownfield Projects O&M shall be familiar with existing facilities and the impact of the project scope on existing O&M activities. Therefore, it is recommended that experienced site-based be present for all Brownfield Projects.

For Greenfield Projects, Operation Readiness (OR) is recommended.





For Major o Complex Projects the facilitator shall be the PDO HFE TA.

The HFE strategy for all projects shall be included by reference in the BfD as well as the Health Management Plan for the Project.

DEFINE / FEED Phase

3.2 HFE Studies Report

HFE studies report is a DCAF deliverable for DEFINE phase or SP-1131 delivery for FEED Engineering Phases..

HFE studies report shall include the following:

HFE Design Studies.

HFE ALARP review (if required).

HFE Closeout and HFE plan for Execute / Construction.

3.2.1 HFE Design Studies

The HFE design analysis activities identified in the HFE Strategy report shall be completed. The timeline for doing the activities will depend on the required input to do the activities and on the successor impacted activities.

The purpose of HFE Design Analysis is to ensure design requirements necessary to support safe, efficient and reliable human performance on critical tasks are identified and documented in relevant project specifications.

HFE requirements also provide the basis for the HFE contribution to design reviews, model reviews and pre-start-up audits or commissioning reviews to ensure HFE issues have been effectively controlled through engineering action.

Typical HFE design studies during DEFINE / FEED phase include:

Valve Criticality Analysis (VCA).

Design and Procurement of Package Units.

Task Requirements Analysis (TRA).

Human Machine Interface (HMI) requirements analysis.

Control Room requirements analysis.

Process Safety Critical Tasks Analysis (SCTA).

Depending on the design studies and FPD output, the HFE competency level required to complete the review should be stated in the HFE Strategy plan. HFE TA should be consulted for any doubt.

HFE requirements identified through above studies shall be incorporated into the relevant project documentations (e.g. equipment procurement specifications).

3.2.2 Human Reliability ALARP Review

In projects where human intervention is relied upon to execute safe guarding action, consult HFE TA.

3.3 HFE Design Verification

For all other projects, the design shall be verified to ensure HFE requirements identified by the HFE specifications and the HFE design analysis are met.





Ensuring that HFE requirements have been satisfied during detailed design, layout and construction is central to achieving the HFE objectives. HFE verification activities during DEFINE / FEED phase will often include:

Participating in or if necessary organising and facilitating formal and informal design reviews focusing on specific HFE requirements and issues arising from the HFE Design Analysis. These can include checking for compliance with specified standards.

Supporting the review or inspection of equipment and packages to be procured from vendors.

Providing HFE support to 3D CAD model reviews and 2D GA drawing reviews where 3D CAD is unavailable. DEP 30.10.05.11-Gen contains minimum scope requirements at each stage of 3D CAD model reviews[1].

Supporting reviews of conceptual building layouts, including control rooms and operator consoles.

Ensuring HFE Requirements, appropriate to individual packages as appropriate, are included in relevant specifications, including invitation to tenders (ITTs) and bid packages.

Ensuring proper close out of the actions identified in the HFE studies.

3.4 HFE Closeout and Plan for EXECUTE / DD+CONSTRUCTION

3.4.1 HFE Close Out

At the end of DEFINE / FEED phase, the project should verify and then record that all DEFINE / FEED phase HFE scope of work and action items have either been completed or closed, or are included in the HFE Plan for completion during the EXECUTE / DD+CONSTRUCTION phase

The HFE Close out report shall include:

The Key HFE issues identified it the DEFINE / FEED phase of the project

HFE Actions which have either been completed or closed in the DEFINE / FEED phase, or are included in the HFE Plan for EXECUTE / DD+CONSTRUCTION phase

3.4.2 HFE Plan for EXECUTE / DD+CONSTRUCTION

The HFE plan for EXECUTE / DD+CONSTRUCTION shall be included in the project schedule and/or the bid package for EXECUTE / DD+CONSTRUCTION phase engineering contractors. The HFE Plan for EXECUTE / DD+CONSTRUCTION shall include:

The HFE quality control activities to be conducted during EXECUTE / DD+CONSTRUCTION phase and the roles, responsibilities and reporting, including those of the EPC Contractor and vendors, that shall be put in place.

Whether additional HFE design analysis and/or HFE Verification activities need to be conducted

The HFE Closeout and Plan for EXECUTE / DD+CONSTRUCTION report can be incorporated into the HFE studies report.

[1] The Terms of Reference for model reviews should include HFE verification of accessibility and maintainability of equipment and instrumentation at appropriate stages in line with DEP 30.10.05.11-Gen.





EXECUTE / DD+CONSTRUCTION Phase

3.5 HFE Design Verification

The design shall be verified to ensure HFE requirements identified by the HFE specifications and the HFE design analysis are met.

Verification activities during EXECUTE / DD+CONSTRUCTION phase will often include:

Review of plot plan or general arrangement drawings

Review of equipment specifications and other design documentation

Review of detail layout drawings, in particular vendor supplied packages and control panels/cabinets

Participation in 3D model reviews (30%/60%/90%)

Validation during construction inspections and walk-through

3.6 HFE Plan for Construction

Prior to commencement of Construction activities, a plan for verifying HFE compliance during construction shall be developed complying with APPENDIX C. The HFE Plan for Construction can be produced as a standalone report or included in the Construction HSE Plan.

The purpose of the HFE construction plan is to guide the construction Contractor with respect to installing equipment in accordance with the 3D CAD models as well as ‘field run’ installed equipment (e.g. small bore piping, instrument tubing, secondary cable trays etc.). The aim is to ensure that the HFE design intent is assured throughout the construction phase and is not compromised by decisions made to meet conflicting construction requirements.

It may be necessary to insert relevant requirements into the installation Contractors’ work scope, and to monitor and verify that these needs have been met. This can be met through:

Ensuring adequate competence within the construction contractor

On-site awareness sessions

Execution of HFE/Operations & Maintenance surveillance rounds.

A procedure which advises the Contractor how to deal with situations diagnosed as involving risk from an HFE perspective e.g. lifting, manual handling.

3.7 HFE Verification in OR & PSUA

HFE shall be included as a subject in Operation Readiness Plan and the pre-start-up audits (PSUAs). This shall validate that construction of the facility has met the HFE design requirements, and has not introduced new HFE risks.

For all projects associated with HFE were identified during DEFINE / FEED, an HFE TA, or Delegated Authorised Person should be involved in the pre start-up audits and inspections.

3.8 HFE Close Out Report (EXECUTE / DD+CONSTRUCTION)

An HFE Project Close-Out report shall be prepared as a standalone report or as part of start-up audit report. The report shall cover the following items:

Initiation: Was an HFE Strategy developed at an appropriate time to have effective input to defining the project standards, technical baseline, and organizational requirements?





Competence: Did the project have access to adequate resource in terms of HFE competent people, and were steps taken to ensure appropriate awareness among discipline engineers and Contractors, including construction Contractors. Implementation: Did the project effectively implement the agreed HFE Strategy for the project and the Engineering Contractor HFE Plan (if applicable) for EXECUTE / DD+CONSTRUCTION phase? Were technical HFE deviations/variances approved by the appropriate HFE TA? Results: Did the results of the pre start-up audit, or any other pre-commissioning inspections, indicate that HFE standards and requirements had been complied within the design and construction? Actions: Have all actions raised, in the HFE programme been completed or closed? ALARP Demonstration: Does the ALARP Demonstration include demonstration of the efforts taken to reduce risk of human error to ALARP through engineering and design? Remaining Risks: Are there significant HFE risks that have not been reduced to an acceptable level and that may require additional organizational controls?

Lessons Learned: Are there any issues or learnings arising from the project experience that should be fed back to improve the HFE Process or Standards? This information should also be captured in the Project Lessons Learned Report). The HFE Project Close-Out Report shall be approved by the project HFE TA.

4. Organization and Responsibilities The HFE organisational arrangements identified in the project HFE Strategy shall be implemented. This shall include ensuring the required HFE competence is available within the project team, as defined in Appendix D.

4.1 HFE Authorized Person

An individual who is assigned the responsibility to execute HFE activities on behalf of the company. The HFE Authorized Person on the project shall be approved by the HFE TA, or obtained from MSE4 approved list.

This individual has to meet the competency level specified in the HFE strategy. Competency level requirements for HFE AP are defined in Appendix D.

4.2 HFE Technical Authority

An individual within the company to provide specialist support, with authority to approve project standards and the responsibility for the overall quality assurance of the project’s implementation of the HFE strategy as per PDO DCAF system.

4.3 Responsibilities

Responsibilities for executing and supporting HFE activities shall be allocated to project members as identified on Table 1.





Table 1 Project HFE responsibilities

Project Phase

Project

Manager/Engineer

Project/ Asset TSE

Occupational Health

O&M Representative

(1)

HFE Authorized

person

HFE TA

(2)

SELECT / BFD

Contact HFE TA to define approach to HFE Screening

EXE

Conduct HFE Screening RTA RTA RTA RTA EXE* ATA

Prepare project HFE Strategy RTA RTA RTA RTA EXE ATA

DEFINE / FEED

Manage implementation of HFE Strategy

RTA EXE SUP CON

Conduct HFE Studies RTA SUP RTA RTA EXE ATA

Prepare HFE Plan for EXECUTE / DD+CONSTRUCTION phase

RTA SUP RTA RTA EXE ATA

Close-Out Report (DEFINE / FEED) RTA SUP RTA RTA EXE ATA

EXECUTE / DD+CONSTRUCTION

Manage implementation of HFE Plan RTA EXE SUP CON

HFE Plan for Construction RTA SUP RTA RTA EXE ATA

Support to Pre start-up audits SUP EXE CON

HFE Close out Report RTA SUP RTA RTA EXE ATA

Key: ATA = Accountable Technical Authority; CON = Consult; EXE = Execute; RTA= Responsible Technical Authority; SUP = Support.

*For Major or Complex Projects the facilitator shall be the PDO HFE TA.

(1) Minimum experience required: At least 3 years working in PDO fields.

(2) Minimum experience required: MSc in Ergonomics, TSE or OH. At least 10 years relevant professional experience, including at least 5 years oil & gas industry experience and Skill competences as specified in Appendix D.





References

OGP, Human Factors Engineering in Projects, Report No.454, 2011.

DEP 30.00.60.10-Gen, Human Factors Engineering in Projects

DEP 30.00.60.15-Gen, Human Factors Engineering-Control Room Design

DEP 30.00.60.16-Gen, Human Factors Engineering-Human Machine Interface Design

For Situation Awareness

DEP 30.00.60.18-Gen, Human Factors Engineering-Design and Procurement for Skids

Packaged Units

DEP 30.00.60.19-Gen., Human Factors Engineering – Design for critical tasks

DEP 30.00.60.20-Gen., Human Factors Engineering – Physical Workspace Design

DEP 30.00.60.21-Gen., Human Factors Engineering – Labelling of facilities,

equipment and piping

SP-1131 Handover and As-built documentation

SP-1231 Occupational Health

SP-2062 HSE Specifications for HSE Cases

http://pdointernet/hsems/Documents/Specifications/SP-1131%20-%20Handover%20and%20%20As-built%20documentation.docx

http://pdointernet/hsems/Documents/Specifications/SP-1131%20-%20Handover%20and%20%20As-built%20documentation.docx

http://pdointernet/hsems/Documents/Specifications/SP-2062%20-%20HSE%20Specifications%20for%20HSE%20Cases.pdf





Appendix A: HFE Screening for Projects

A.1 HFE Screening Protocol

This protocol defines a method for conducting the HFE screening using The HFE Project Screening Tool (Revised). The method is based on a meeting, facilitated by an individual with the necessary HFE competence (Knowledge), where the project is reviewed in detail against HFE elements.

The objective of this protocol is to allow projects to determine whether there is a need to implement actions related to HFE DEP standards and engage a HFE AP to support and conduct later HFE analysis.

This protocol is intended for use by the individual appointed as the HFE Authorized Person (AP). This individual shall have HFE Competence at least at the Knowledge Level.

Description of HFE Screening Activities

1. Engagement: HFE AP shall review inputs, verify proper stage and project scope. 2. Initiation: The project screening is initiated by the HFE AP after their engagement with the Project

Manager (or delegate). The project manager (or delegate) has to ensure the key inputs required to do the screening workshop are available:

Project overview and description

Project equipment’s list

Preliminary plot plan, if available

As minimum, the below shall be involved in the screening workshop:

Facilitator: HFE Authorised Person.

Operation and Maintenance Representative.

Project Manager/Engineer or concept engineer

3. User Engagement: The Project Manager or Delegate with the HFE AP advice should make contact with asset Operations and Maintenance representatives to agree how their input to the screening will be achieved (e.g. by attendance at a meeting, teleconference, review).

4. Screening report: The HFE screening meeting will start with a project scope presentation and a brief explanation of the project screening tool purposes.

The HFE AP completes the HFE screening using the HFE Screening Tool attached: http://cms.portal.corp.pdo.om/HSEAttachments/Forms/Document%20Set/docsethomepage.aspx?ID=127&FolderCTID=0x0120D52000BD4A3695D0F370468F947B11CD4E32AF&List=0ab994b9-2254-4988-b52c-43db72df0c7e&RootFolder=%2FHSEAttachments%2FSP%2D2215&RecSrc=%2FHSEAttachments%2FSP%2D2215

The HFE AP will start by filling in the Project and screening information and then will start asking the questions on the screening sheet. The eleven questions have a yes / no answer. Each question relates to the requirement to apply specific HFE DEP Standards.

Once all questions are answered by the team, a second sheet of the toot is automatically generated, which specifies the HFE Strategy. The HFE actions, responsible parties and due dates shall then be agreed among the team in order to generate the output HFE Strategy Report.

5. Validation: In the event that Operations and Maintenance attend the HFE Screening, the results will be treated as having been validated at that meeting

Once the HFE AP, Project Team and O&M representatives have agreed on the screening results, recommended actions, action parties and timing, the HFE Strategy Report should be passed to the HFE TA for approval and signature.

6. Implementation Planning: The need for further HFE actions depends on the results of the screening review.

NOTE: If it is deemed that no value will be added by applying HFE, the HFE AP or delegate, will provide a minute record of the Screening formally stating that a HFE Strategy is not required.

http://cms.portal.corp.pdo.om/HSEAttachments/Forms/Document%20Set/docsethomepage.aspx?ID=127&FolderCTID=0x0120D52000BD4A3695D0F370468F947B11CD4E32AF&List=0ab994b9-2254-4988-b52c-43db72df0c7e&RootFolder=%2FHSEAttachments%2FSP%2D2215&RecSrc=%2FHSEAttachments%2FSP%2D2215









Appendix B: Design and Procurement of Packaged Units

DEP 30.00.60.18-Gen. specifies requirements and gives recommendations for the Human Factors Engineering (HFE) aspects to be applied to the design and procurement of packaged units as well as the design of modules.

Compliance with this DEP ensures that, as far as reasonably practicable, operators and maintainers working on the package unit or module should not be placed in situations with the potential for danger to their health or safety.

This DEP applies to packaged units and modules, where design scope exists (i.e. not considered “off-the-shelf”) and where DEP 30.00.60.20-Gen., is not adopted in its entirety.

This DEP does not apply to modifications of existing package units or modules.

If the project has to comply with DEP 30.00.60.18-Gen, the process to be followed can be summarized in below steps:

1. Conduct a review to identify package units which have design scope. The review shall also identify the HFE design verification and validation activities/deliverables, Detail design requirements, based on requirements specified in DEP 30.00.60.18-Gen.

2. Finalize Invitations To Tender/ Procurement Contracts 3. The package unit Manufacturer/Supplier shall confirm electing the detail design requirements

listed in DEP 30.00.60.18-Gen (section 3) or identify the HFE design standard(s) they will apply. 4. PDO to verify and validate Design and Procurement of Packaged Units





Appendix C: HFE Plan for Construction

The purpose of the HFE construction plan is to ensure that the HFE design intent is assured throughout the construction phase and is not compromised by decisions made to meet conflicting construction requirements.

General guidance:

1. The HFE organizational arrangements for implementation of the HFE Plan for Construction shall be identified in the plan. This should include ensuring that the appropriate HFE competence is available within the project team or any other individuals responsible for HFE activities during construction.

2. PDO is responsible for confirming the appointment of the HFE Authorised Person and the HFE Technical Authority (TA) for the construction phase.

3. Responsibilities for executing and supporting the HFE activities identified in the plan should be allocated to construction team (including construction Contractor) members as appropriate.

4. Typically, the HFE Plan for construction should include the following elements:

a. Specifications for application of HFE by Contractors i. The plan should include the list of HFE designs standards or specifications referenced in the

project HFE Strategy or project’s standards baseline as appropriate for the construction phase.

ii. If no HFE design requirements were included in the Technical Standards Selection Report, the Contractor shall determine with the support of a HFE TA, whether HFE specifications or requirements should be introduced for application by construction Contractors.

b. HFE competency training i. The HFE plan for construction should include details regarding the HFE competency training

to be presented to construction staff. ii. This may include, but is not limited to the following:

HFE orientation training for all construction workers coming to site (Part of Orientation of Workers coming to site);

HFE in construction awareness training to all construction personnel, down to and including Field Supervisors. This should include flawless surveillance, as well as Operations Readiness (OR) team members as appropriate.

c. HFE verification and validation i. The HFE plan for construction should include details regarding HFE verification and validation

activities during the construction phase. ii. It can be combined with Flawless Project Delivery (FPD) O&M surveillance activities, when

deemed practical, but should include as a minimum:

Who will be conducting the HFE walk downs, inspections or surveillance activities, as well as HFE competency required

Frequency of activities

Details of checklist(s) or recording form(s) to be provided as tool for HFE walk downs, inspections or surveillance activities

Design and installation details to be made available as tools to those responsible for surveillance or inspection activities, e.g., 3D CAD model, drawings, etc.

d. HFE action log

HFE non-compliances or punch list items raised during HFE walk downs or FPD (O&M) surveillance rounds should be recorded in an action log, or punch list data base, as part of the overall punch list item control, or whatever work process or procedure is being followed during construction for dealing with Non Conformance Reports.

The plan should include who will be responsible for inputting, editing and maintaining data in the HFE action log or punch list data base.

e. HFE non-compliance issues

The plan shall include or reference an appropriate work process for dealing with HFE non-compliances or punch list items raised during HFE walk downs or FPD (O&M) surveillance rounds, as well as obtaining the necessary approvals from the project HFE TA.





f. HFE in construction report i. The plan should include the requirement for a HFE in the construction report to be prepared

by the HFE Authorised Person at the end of the construction phase. ii. This report should cover the following items and serve as input to the overall HFE Close-out

report for the project:

Competence Did the construction team have access to adequate resource in terms of HFE competent people? Were steps taken to ensure appropriate HFE awareness among construction staff?

Implementation Did the construction team effectively implement the agreed HFE Plan for Construction? Were technical HFE deviations/variances or non-compliances approved by the appropriate HFE TA?

Actions Have all HFE actions raised or HFE punch list items, been completed or closed?

Remaining Risks Are there significant HFE risks that have not been reduced to an acceptable level and that may require additional organisational controls?





Appendix D: Competencies Requirements of HFE AP

Different competencies are specified here for the HFE Authorised Person based on the complexity of HFE study to be executed and based on the project classification (minor or major). HFE TA should be consulted for any doubt. Competency and training requirements of HFE Authorised person is as per the following:

The HFE AP shall be assessed by the HFE TA as having sufficient technical knowledge and being capable of producing quality HFE deliverables, as per below requirements.

a. HFE Knowledge Level Competency Requirements 1. Knowledge competency is required for HFE AP to execute HFE studies in minor projects. 2. The HFE Authorised Person shall be able to achieve the following requirements in order to be

approved by the HFE TA: a. Successfully complete the approved knowledge level classroom training b. Demonstrate a working knowledge and understanding of the Shell HFE DEPs and PDO

HFE requirements as per SP-1231 and this document. c. Demonstrate a working knowledge of PDO’s HFE Screening tools, and competent to apply

the HFE Projects screening tool. d. Able to lead simple HFE design analyses.

b. HFE Skill Competency Requirements 1. Skill competency is required for HFE AP to execute HFE studies in major projects and for

complex HFE studies in minor projects. 2. The Skilled Level HFE Authorised Person shall be able to consistently carry out HFE activities

to the required standard, i.e.: a. Able to perform satisfactorily the majority of HFE activities, e.g. HFE Screening for Major

Projects, HFE Design Analysis, Act as HFE TA for Major Projects. b. Able to translate HFE guidelines and standards into practical actions, c. Able to solve imaginatively common HFE technical and/or operational problems, d. Able to guide and advise others on technical and/or operational aspects of HFE.

Minimum Requirements (Also for Contractor HFE Resources)

1. The individual shall have 10 years of Oil & Gas Experience including 3 years of HFE in Projects Or

2. The individual shall hold a professional Human Factors or Ergonomics Certification equivalent to Certified Ergonomics Associate (CEA) of the USA Board of Certification in Professional Ergonomics, the European Ergonomist of the Centre for Registration of European Ergonomists (CREE), or a suitable Health and Safety Degree equivalent. And

3. 5 years relative industry experience.





Appendix E: Physical Workspace Guidelines

Human Factors Engineering in Projects - hsedocs.pdo.com.om

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