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2004 data
Global experience
The International Association of Oil & Gas Producers (formerly the E&P Forum) has
access to a wealth of technical knowledge and experience with its members operating
around the world in many different terrains. We collate and distil this valuable knowl-
edge for the industry to use as guidelines for good practice by individual members.
Our overall aim is to ensure a consistent approach to training, management and best
practice throughout the world.
The oil and gas exploration and production industry recognises the need to develop con-
sistent databases and records in certain fields. The OGPs members are encouraged to
use the guidelines as a starting point for their operations or to supplement their own
policies and regulations which may apply locally.
Many of our guidelines have been recognised and used by international authorities and
safety and environmental bodies. Requests come from governments and non-government
organisations around the world as well as from non-member companies.
Disclaimer
Whilst every effort has been made to ensure the accuracy of the information contained in this publica-
tion, neither the OGP nor any of its members past present or future warrants its accuracy or will,
regardless of its or their negligence, assume liability for any foreseeable or unforeseeable use made
thereof, which liability is hereby excluded. Consequently, such use is at the recipients own risk on the
basis that any use by the recipient constitutes agreement to the terms of this disclaimer. The recipient is
obliged to inform any subsequent recipient of such terms.
Copyright OGP
All rights are reserved. Material may not be copied, reproduced, republished, downloaded, stored in
any retrieval system, posted, broadcast or transmitted in any form in any way or by any means except
for your own personal non-commercial home use. Any other use requires the prior written permission
of the OGP.
TheseTermsandConditionsshallbegovernedbyandconstruedinaccordancewiththelawsofEngland
and Wales. Disputes arising here from shall be exclusively subject to the jurisdiction of the courts of
England and Wales.
Health and safety incident reporting
system users guide 2004 data
1. Summary 1
2. Structure of the reporting system 2
3. Reporting process and timescales 3
4. Instructions for data submission 4
4.1 Key definitions ............................................................................................................................................ 4
4.2 Report 1 occupational injuries ................................................................................................................. 6
4.3 Report 2 fatal incidents ............................................................................................................................ 9
4.4 Report 3 significant incidents................................................................................................................. 11
4.5 Report 4 occupational illnesses.............................................................................................................. 12
4.6 Returning the data to OGP........................................................................................................................ 14
Appendix 1 Report forms 15
Appendix 2 Medical treatment cases 20
Appendix 3 Glossary of terms 21
Health and safety incident reporting system users guide
1 Summary
The International Association of Oil & Gas Producers, OGP (formerly the E&P Forum),
has been collecting exploration and production related safety incident data from member
companies since 1985. The data collected are input directly to the OGP global safety data-
base, which is the largest database of safety performance in the industry.
As part of the 2000 data collection exercise, the industry began the process of collecting
detailed occupational illness data. Organisations were requested to provide these data in iso-
lation of, and in additional to, the traditional annual request for safety performance data.
During 2001 it was decided that, beginning in January 2002, a single annual request for
both occupational injury and illness data should be issued.
The principal purpose of the data collection and analysis is to record the global health and
safety performance of the exploration and production industry each year. The annual reports
provide trend analysis, benchmarking and the identification of areas and activities in which
efforts should be focused to bring about the greatest improvements.
The OGPs incident reporting system covers worldwide exploration and production (E&P)
operations, both onshore and offshore, and includes incidents involving both Company and
Contractor employees. Members incident data recorded on the Report Forms country by
country are consolidated and analysed in order to compute the frequency and severity of
accidents and illnesses occurring in E&P operations by region, country, function and com-
pany. A code is used to preserve company anonymity.
This Guide has been developed to assist Members in completing their annual health and
safety data return. It supersedes OGP Report no 350.
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Organisations are requested to provide their occupational injury and illness data using 4
report forms:
Report 1: occupational injuries
Report 2: fatal incidents
Report 3: significant incidents
Report 4: occupational illnesses
Report 1 is designed for reporting all recordable incidents (injury related). Recordable inci-
dents are those which result in a fatality, an injury requiring time off work or a restriction in
the work performed, or an injury requiring medical treatment.
Note: In the past, organisations were requested to classify certain occupational
illnesses as occupational injuries, and report them using the Report 1 form.
From 2001 onwards, organisations are requested to report all occupational ill-
nesses using the Report 4 form. As part of the 2004 data request, organisations
will be asked to indicate whether they collect occupational illness data, and
whether they have been able to report such data using the Report 4 form.
Report 2 is used to provide additional information concerning occupational injury related
fatalities. (Details of occupational illness related fatalities should be reported in Report 4.)
Wherever a fatality is indicated in Report 1 details should be entered in Report 2.
Report 3 is used to provide information on incidents other than fatalities, which have the
potential for serious consequences; they need not be recordable incidents.
Report 4 is used for reporting occupation illnesses.
Where available, a separate Report 1 and Report 4 form should be completed for each coun-
try in which the reporting Company has E&P operations and for each category (company
personnel onshore and offshore and for Contractor personnel onshore and offshore).
The four report forms are reproduced in Appendix 1 of this report.
A glossary of terms is provided in Appendix 3.
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Exceptions to the second category will typically be where Contractor services are not dedi-
cated to the Company, eg
factory manufacture of components together with components for others;
construction at Contractors fabrication site shared by others;
delivery of purchased goods from a supplier to Company locations by a Contractor other
than purpose-built assemblies and plants.
For reporting purposes, Sub-Contractor personnel are to be treated as if they were Contrac-
tor personnel and work-related injuries reported as Contractor incidents.
Only work related to mainstream E&P operations should be included. Data on incidents in
Member subsidiary companies dealing with renewable energy sources, coal, minerals, natu-
ral gas processing facilities, and other fields should not be reported even though they are
considered as upstream.
Onshore refers to all activities and operations that take place within a landmass, including
those on swamps, rivers and lakes. Land-to-land aircraft operations are counted as onshore,
even though flights are over water.
Offshore refers to all activities and operations that take place at sea, including activities in
bays, in major inland seas, such as the Caspian Sea, or in other inland seas directly connected
to oceans. Incidents including transportation of people and equipment from shore to the
offshore location, either by vessel or helicopter, should be recorded as offshore.
Strictly speaking, the categorisation under onshore or offshore refers to the physical loca-
tion of the incident, and not to an individuals normal place of work. However, where this
is administratively difficult, it is acceptable to record an incident as happening at the loca-
tion where the work hours are recorded, even though the incident happened elsewhere eg on
a visit. For example, a mechanic who normally works onshore is called offshore for a repair
job lasting 2 days. Whilst offshore, the mechanic suffers an injury resulting in a lost work
day. If the mechanics hours are counted as onshore hours even though he/she was physically
offshore, then the LWDC should also be counted as an onshore incident.
Joint ventures
In the case of joint ventures operated by Member companies, incident data should be
included as part of the overall company reporting.
For joint ventures NOT operated by a Member company, incident data should be reported
only if it would not otherwise be included in the OGP data submissions - ie if the joint
venture operator is not able to submit incident data to OGP for that year. This is to avoid
error due to duplication of information. (NOTE: OGP encourages incident reporting from
non-members in order that the database is as representative of industry activity as possible.)
Where joint venture data are being separately reported to OGP, Members should only submit
incident reports for their own personnel who are involved in representing their interests as
non-operator.
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Unspecified should be used for entry of data where no classification of the activity into
exploration, drilling, production or other is available.
Injuries occurring in seismic and drilling camps or on offshore platforms during off-duty
hours need not be included unless they are work-related, ie they are caused by other person-
nel who are at work.
Number employees: Enter the average number of fulltime and part-time employees involved
in E&P, calculated on a full-time basis, during the reporting year. Two part-time employees
can be treated as one fulltime employee. If data are not available, it is acceptable to divide the
recorded worked hours by 2000 to derive the average number of employees.
Hours worked (000s): Hours must be reported in multiples of one thousand and should
be rounded to the nearest thousand. An entry is required for hours for each row of data you
enterIf the whole row is empty or populated with 0 (zeros) the entry will be accepted.
For onshore activities, actual hours worked, including overtime hours, should be
recorded. The hours worked by an individual will generally be about 2000 per year.
For offshore activities, hours worked should be calculated on the basis of a 12-hour
workday. Average hours worked in a year will generally lie between 1600 and 2300 per
person and will depend upon the on/off shift ratio.
A person whose normal place of work is onshore but who occasionally visits offshore
may have all working hours booked to onshore, but then any injury occurring whilst
offshore should be recorded as an onshore incident, ie in the same location as working
hours are counted.
No. Fatal Incidents: Enter the number of fatal incidents in the reporting year for the selected
category. For each fatal incident, details should be entered in Report 2: Fatal Incidents.
Note: A fatal incident that involved only 3rd Party fatalities should not be entered
here but details should be given in Report 2.
No. Employee Fatalities: Enter the number of company/contractor (non-3rd Party) fatalities
that resulted from incidents in the reporting year. Where the date of death of a fatally injured
person is in the calendar year after the incident occurs, the death should nevertheless be
included as a fatality for the year of the incident. For each fatality, details should be entered
in Report 2: Fatal Incidents. Provision is made in Report 2 for the reporting of related 3rd
Party fatalities.
Note: Third party fatalities, such as fatalities among the general public, directly asso-
ciated with an E&P activity, eg a transport driver hitting and killing a member of the
public when swerving to avoid another danger, should not be entered here but should
be entered in Report 2.
No. Medical Cases: If medical treatment cases (MTC) are collected and reported, enter the
number of MTCs in the reporting year. Medical treatment cases are those cases not severe
enough to be reported as fatalities, lost work day cases or restricted work day cases (where
these cases are collected), but are more severe than requiring simple first aid treatment.
Further guidance on cases that qualify as medical treatment cases is given in Appendix 2.
Note: The number of total recordable incidents is the sum of fatalities, lost work day
cases, restricted work day cases, and medical treatment cases.
No. Lost Work Day Cases: The number of lost work day cases (LWDC) is the number
of non-fatal cases that involve a person being unfit to perform any work on any day after
the occurrence of the occupational injury. Any day includes rest days, weekend days, leave
days, public holidays or days after ceasing employment.
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No. of Days Unfit for Work: If the number of days unfit for work (LWDC Days) is collected
and reported, enter the sum total of calendar days (consecutive or otherwise) after the days
on which the occupational injuries occurred, where persons reported under LWDC (above)
were unfit for work and did not work.
Example
3 employees were severely injured and unfit for work after their accidents. Employee A was
unfit for 2 working days, a weekend and 2 further days. Employee B was unfit for 3 weeks,
and Employee C was fit for work the day after the injury but thereafter not fit for the three
following days.
If LWDC days are reported at least one day must be reported for each lost workday case
(LWDC).
Where absence from work extends beyond the year end, the actual or estimated days
unfit for work in the following year should be added to those for the reporting year in
computing the number of days unfit for work.
Do not include days unfit for work between a fatal incident and the date of death.
No. Restricted Workday Cases: The number of restricted work day cases (RWDC) is the
number of cases that do not result in a fatality or a lost work day case but do result in a person
being unfit for full performance of the regular job on any day after the occupational injury.
Work performed might be:
an assignment to a temporary job;
part-time work at the regular job;
working full-time in the regular job but not performing all the usual duties of the job.
No. Days Restricted Work: Days counting as restricted work are defined as for a lost work
day case (LWDC above).
If a value has been given for RWDC and data are collected and reported by your com-
pany for the number of days of restricted work (RWDC Days), enter the sum total
number of days of restricted work (RWDC Days). These should be calculated in the
same manner as for lost work day cases (LWDC above).
If RWDC days are reported at least one day must be reported for each restricted workday
case (RWDC). If this is not the case a validation error will occur and the entry will not
be accepted.
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Company/contractor employees
Function: For non-3rd Party victims select from the list the best description of the function
to which the employee was assigned.
Number company/contractor victims: Enter the total number of company or contractor
employees who died as a result of the incident. Do not include 3rd Party victims in this box.
Delayed deaths that occur after the incident are to be included if the deaths were a
direct result of the incident. For example, if a fire killed one person outright, and a
second died three weeks later from lung damage caused by the fire, both should be
reported.
If a delayed fatality occurs in the next calendar year after the incident, this should be
reported. For example, if the above fire occurred on December 21, 2003, the second
death from it might occur in January 2004. All fatalities from an incident should be
included in the report for the year of that incident.
Age and Sex of Victim: The age should be reported in years. If unknown leave blank. Enter
the gender of the victim; Male or Female. If unknown, enter unknown.
Occupation of Victim: Enter the occupation of the victim best describing the employment
type. The options are:
Administration, Management, Support Staff
Foreman, Supervisor
Engineer, Scientist, Technician
Process/Equipment Operator
Drilling/Well Servicing Operator
Transportation Operator
Heavy Equipment Operator
Maintenance, Craftsman
Manual Labourer
Other
The last category should only be used where no other is applicable, eg security staff.
Medical cause of death: This is the cause of death given on the death certificate. Where two
types of causes are provided, such as pulmonary oedema caused by inhalation of hot gases
from a fire, provide both.
Third Parties: are those persons other than Company and Contractor employees who are
fatally injured directly as a result of the Companys or Contractors activities and actions. For
example, if a pipeline explosion results in two deaths in the community, these are third-party
fatalities.
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Appendix 1
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A medical treatment case is defined as an incident other than a fatality, lost work day case or
restricted work day case and in which:
Treatment is carried out by a physician or licensed medical personnel (or would normally
have been carried out under the supervision of a Doctor).
There is an impairment of bodily functions (i.e. normal use of senses, limbs, etc.).
There is damage to the physical structure of a nonsuperficial nature (e.g. fractures).
There are complications requiring follow up medical treatment.
There was loss of consciousness in the work place. This is a recordable condition and
should be included with medical treatment cases. In general medical treatments are any
medical attention which is more serious than just a one time treatment by first aid. As a
guide a yes answer to the following questions would be a medical treatment case.
Treatment of infection?
Antiseptic during second or subsequent visits to medical personnel?
Treatment for second or third degree burns?
Application of sutures (stitches)?
Application of butterfl y adhesive dressings?
Removal of foreign body embedded in eye?
Complicated removal of foreign bodies from wound?
Use of prescription medications?
Soaking therapy (hot or cold) during second or subsequent visits to medical personnel?
Cutting away of dead skin (surgical debridement)?
Application of heat therapy during second or subsequent visits?
Whirlpool bath therapy during second or subsequent visits to medical personnel?
Positive X-ray diagnosis (fractures, broken bones, etc.)?
Admission to a hospital for treatment (more than observation)?
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Caught Between
Injury where injured person is crushed or similarly injured between machinery moving parts
or other objects, caught between rolling tubulars or objects being moved, crushed between a
ship and a dock, or similar incidents.
Company Employee
Any person employed by and on the payroll of the reporting Company, including corporate
and management personnel specifically involved in exploration and production. Persons
employed under short-service contracts are included as Company employees provided they
are paid directly by the Company.
Contractor
A Contractor is defined as an individual or organization performing work for the report-
ing company, following verbal or written agreement. Sub-contractor is synonymous with
Contractor.
Contractor Employee
Any person employed by a Contractor or Contractors Sub-Contractor(s) who is directly
involved in execution of prescribed work under a contract with the reporting Company.
Drilling
All exploration, appraisal and production drilling and workover as well as their administra-
tive, engineering, construction, materials supply and transportation aspects. It includes site
preparation, rigging up and down and restoration of the drilling site upon work completion.
Drilling includes ALL exploration, appraisal and production drilling.
Exploration
Geophysical, seismographic and geological operations, including their administrative and
engineering aspects, construction, maintenance, materials supply, and transportation of per-
sonnel and equipment; excludes drilling.
Explosion or Burn
Incident caused by burns, toxic gases, asphyxiation or other effects of fires and explosions.
Explosion means a rapid combustion, not an overpressure.
Fall
Incident caused by falling off, over or onto something.
Fatal Accident Rate (FAR)
The number of fatalities per 100,000,000 (100 million) manhours worked.
Fatal Incident Rate (FIR)
The number of fatal incidents per 100,000,000 (100 million) manhours.
First Aid Case
Cases that are not sufficiently serious to be reported as medical treatment or more serious
cases but nevertheless require minor first aid treatment, eg. dressing on a minor cut, removal
of a splinter from a finger. First aid cases are not recordable incidents.
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Hours Worked
The actual hours worked, including overtime hours, are recorded in the case of onshore
operations. The hours worked by an individual will generally be about 2000 per year.
For offshore workers, the hours worked are calculated on a 12-hour work day. Consequently
average manhours worked per year will vary from 1600 to 2300 hours per person depending
upon the on/off shift ratio. Vacations and leaves are excluded.
Hours Worked in Year (000s)
Hours worked must be reported in multiples of one thousand and should be rounded to the
nearest thousand.
Lost Time Injury (LTI)
A fatality or lost work day case. The number of LTIs is the sum of fatalities and lost work
day cases.
Lost Time Injury Frequency (LTIF)
The number of lost time injuries (fatalities + lost work day cases) per 1,000,000 manhours
worked.
Lost Work Day Case (LWDC)
Any work related injury or illness, other than a fatal injury, which results in a person being
unfit for work on any day after the day of occurrence of the occupational injury. Any day
includes rest days, weekend days, leave days, public holidays or days after ceasing employ-
ment.
Medical Cause of Death
This is the cause of death given on the death certificate. Where two types of causes are pro-
vided, such as pulmonary oedema caused by inhalation of hot gases from a fire, both are
recorded.
Medical Treatment Case (MTC)
Cases that are not severe enough to be reported as fatalities or lost work day cases or restricted
work day cases but are more severe than requiring simple first aid treatment.
Number of Days Unfit for Work
The sum total of calendar days (consecutive or otherwise) after the days on which the
occupational injuries occurred, where the persons involved were unfit for work and did not
work.
Number of Employees
Average number of full-time and part-time employees involved in exploration and produc-
tion, calculated on a full-time basis, during the reporting year.
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Number of Fatalities
The total number of Companys employees and or Contractors employees who died as
a result of an incident. Delayed deaths that occur after the incident are to be included
if the deaths were a direct result of the incident. For example, if a fire killed one person
outright, and a second died three weeks later from lung damage caused by the fire, both
are reported. In some cases, a delayed fatality occurs in the next calendar year after the
incident. For example, if the above fire occurred on December 21, 2003, the second death
from it might occur in January 2004. All fatalities from an incident are included in the
report for the year of that incident. In the above case, the fatality in 2004 is reported with
the 2003 data.
Occupational Illness
Any abnormal condition or disorder, other than one resulting from an occupational injury,
caused by exposure to environmental factors associated with employment. Occupational ill-
ness may be caused by inhalation, absorption, ingestion of, or direct contact with the hazard,
as well as exposure to physical and psychological hazards. It will generally result from pro-
longed or repeated exposure.
Examples of occupational illness are given in OGP report no. 6.78/290 Health Performance
Indicators, published June 1999. Such examples include noise induced hearing loss; respira-
tory disease such as asbestosis, asthma; skin disease such as contact dermatitis; upper limb
and neck disorder and mental ill-health.
Occupational Injury
Any injury such as a cut, fracture, sprain, amputation, etc., which results from a work related
activity or from an exposure involving a single incident in the work environment, such as
deafness from explosion, one-time chemical exposure, back disorder from a slip / trip, insect
or snake bite.
Offshore Work
All activities and operations that take place at sea, including activities in bays, in major
inland seas, such as the Caspian Sea, or in other inland seas directly connected to oceans.
Incidents including transportation of people and equipment from shore to the offshore loca-
tion, either by vessel or helicopter, should be recorded as offshore.
Onshore Work
All activities and operations that take place within a landmass, including those on swamps,
rivers and lakes. Land-to-land aircraft operations are counted as onshore, even though flights
are over water.
Other (as applied to function description)
Major construction, fabrication activities and also disassembly, removal and disposal
(decommissioning) at the end of the facility life. Includes factory construction of process
plant, yard construction of structures, offshore installation, hook-up and commissioning,
and removal of redundant process facilities. Other also includes personnel and inci-
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dents that cannot be logically assigned to exploration, drilling or production, eg. corpo-
rate finance, human resources.
Production
Petroleum and natural gas producing operations, including their administrative and engi-
neering aspects, minor construction, repairs, maintenance and servicing, materials supply,
and transportation of personnel and equipment. It covers all mainstream production opera-
tions including wireline. It does not cover production drilling and workover.
Restricted Work Day Case (RWDC)
Any work-related injury other than a fatality or lost work day case which results in a person
being unfit for full performance of the regular job on any day after the occupational injury.
Work performed might be:
an assignment to a temporary job;
part-time work at the regular job;
working full-time in the regular job but not performing all the usual duties of the job.
Where no meaningful restricted work is being performed, the incident should be recorded as
a lost work day case (LWDC).
Struck By
Incidents where injury results from being hit by moving equipment and machinery, or by
flying or falling objects.
Vehicle Incident
Incidents involving motorised vehicles designed for transporting people and goods over land
e.g. cars, buses, trucks. Pedestrians struck by a vehicle are classified as vehicle incidents. Inci-
dents from a mobile crane would only be vehicle incidents if the crane were being moved
between locations.
Work-Related Injury
See Occupational Injury.
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What is OGP?
The International Association of Oil & Gas Producers encompasses the worlds leading
private and state-owned oil & gas companies, their national and regional associations,
and major upstream contractors and suppliers.
Vision
Mission
Objectives
To improve understanding of the upstream oil and gas industry, its achieve-
ments and challenges and its views on pertinent issues.
To encourage international regulators and other parties to take account of the
industrys views in developing proposals that are effective and workable.
To become a more visible, accessible and effective source of information about
the global industry - both externally and within member organisations.
To develop and disseminate best practices in safety, health ad environmental
performance and the engineering and operation of upstream ventures.
To improve the collection, analysis and dissemination of safety, health and
environmental performance data.
To provide a forum for sharing experience and debating emerging issues.
To enhance the industrys ability to influence by increasing the size and diver-
sity of the membership.
To liaise with other industry associations to ensure consistent and effective
approaches to common issues.
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