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SPE 86591

"Working Together for Safety”


A project to identify and recommend on use of Best Practices, involving employer’s
organisations, unions and authorities
Erik Wiig “Working Together for Safety” (SfS)

Copyright 2004, Society of Petroleum Engineers Inc.


strict and prescriptive, safety attitudes and safety in operations
This paper was prepared for presentation at The Seventh SPE International Conference on was generally poor.
Health, Safety, and Environment in Oil and Gas Exploration and Production held in Calgary,
Alberta, Canada, 29–31 March 2004. Historically, Norwegian industry in general also had a bad
This paper was selected for presentation by an SPE Program Committee following review of
safety record. Focus had for many years been on the major
information contained in a proposal submitted by the author(s). Contents of the paper, as task to rebuild the country after the Second World War, and
presented, have not been reviewed by the Society of Petroleum Engineers and are subject to
correction by the author(s). The material, as presented, does not necessarily reflect any historically nobody had bothered too much about safety,
position of the Society of Petroleum Engineers, its officers, or members. Papers presented at
SPE meetings are subject to publication review by Editorial Committees of the Society of
except when serious accidents happened.
Petroleum Engineers. Electronic reproduction, distribution, or storage of any part of this paper Typically the LTI frequency rate in some industries was in the
for commercial purposes without the written consent of the Society of Petroleum Engineers is
prohibited. Permission to reproduce in print is restricted to a proposal of not more than 300 order of 50 to 100 per million man-hours exposure.
words; illustrations may not be copied. The proposal must contain conspicuous Tragic accidents like the capsizing of Alexander Kielland
acknowledgment of where and by whom the paper was presented. Write Librarian, SPE, P.O.
Box 833836, Richardson, TX 75083-3836, U.S.A., fax 01-972-952-9435. made the industry, general public and the authorities to
demand better safety performance and safe operations. The
Abstract industry had to change.
What do you do when there is a gap in the perception of safety Large safety campaigns were introduced in the companies and
performance and safety standards between management and in the Norwegian Oil Industry Association (OLF). A huge
employees, authorities and society at large, and the industry national safety research programme was launched in mid 80ies
reputation is at stake? and ran for seven years, aiming at competence development.
This was the background for why the project ”Working The safety performance now improved steadily. Typically the
Together for Safety” (SfS) was established. How trust early improvements were impressive. But as the improvements
gradually was rebuilt between employers, authorities and got more and more difficult, the safety statistics were
employee’s organisations. flattening out. The co-operation in OLF on safety issues and
This is also about a working program, which was established the steady work did not result in notable improvements any
and agreed as a result of extensive teambuilding, and the good longer and we did not produce safety results, as was expected.
results obtained so far. The trend was even turning, and instead of improvements, we
The main task has been to identify Best Practices and could see a slight negative trend in some companies.
recommend these to the parties involved who have committed The industry was accused of not taking safety seriously any
themselves to implement the recommendations. more. Employees expressed their concern in public, and the
The project covers the whole chain of activities within E&P, public at large was very sceptical.
comprising drilling, construction, operation, logistics, The Norwegian Petroleum Directorate (NPD) had for a time
maintenance and abandonment. expressed their concern, not only based on statistical
measures, but also on an objective review of the situation
Introduction through their supervision and audits of the industry.
During the last parts of 1990ies the focus on safety was A debate took place in all media on the topic of safety,
gradually weakened in the companies working on the outlining the theme “How safe is safe enough”. While
Norwegian Continental Shelf (NCS). Rationalisation and management representatives from the industry claimed that
effectiveness were high on the agenda. Gradually priorities there had never been such an excellent safety performance and
changed while personnel involved perceived that they still high safety standards before, unions, authorities, politicians
were on a positive trend regarding safety performance. Most and public were of the opinion that safety standards had
people thought that they could keep the momentum on safety deteriorated and that safety statistics published did not give a
while at the same time focusing on cost and productivity. true picture. The differences in opinions on the actual situation
When E&P business was introduced on the NCS in the late gave clear indications that stakeholders were far apart. The
60ies, safety, or HSE for that matter, was not taken as situation culminated when the Norwegian parliament asked for
seriously as we would expect, when handling hydrocarbons. a “White Paper” on safety to be presented.
Bad safety habits and a macho culture became dominant in This was a very serious situation for the industry regarding our
many companies. Although technical safety standards were reputation and had to be managed!
2 SPE 86591

The tri-partite project “Working Together for Safety” confidence among the participants. This was a must in order to
Late autumn 2000 an internal discussion regarding the safety establish co-operation for better safety performance.
situation started in the Norwegian Oil Industry Association A series of meetings and seminars were conducted within the
(OLF). After some consultations a project was established in project task force with experts on organisational issues and
order to build confidence between the parties and to establish a change management as facilitators. Hours and hours were
sustainable safety culture within the industry. spent on talking to each other to create a true team. The
An invitation to participate in this largest tri-partite safety teambuilding was also based on social events like “away
project ever launched in Norway was sent to actual employer days”, lunches and dinners.
associations, the relevant unions and to the NPD. Key persons Gradually a mutual trust was built and one could agree on the
had already prepared a mandate for the project, and now a first activities to take part outside the project task force. First
discussion on the details started. of all it was decided to interview top managers of companies,
The tri-partite project was formally established in January contractors, unions, politicians, academia and relevant
2001, by signing an agreed mandate. The project had the authorities. Teams from the project task force conducted the
following participants: interviews.
The objective of this extensive interview task was to establish
OLF The Norwegian Oil Industry an agreed “baseline” for the safety level, and at the same time
Association assessing remedial actions needed in order to improve.
Needless to say that the interviews revealed many different
NOPEF The Norwegian Oil and opinions and suggestions for improvement. The main task for
Petrochemical Workers’ Union the project team was now to evaluate all interviews, assess the
validity, and draw conclusions.
Lo Industri Norwegian Confederation of Trade
Unions (Industry Cartel) The project team arrived at the following mutual realities:

Lederne Norwegian Association of - Communication feels difficult


Supervisors and Managers - Management has become less focused on safety
- Predictability for the industry and employees is weakened
NR Norwegian Shipowners’ - Employees are treated differently
Association - Safety is under pressure

NPD Norwegian Petroleum Directorate Communication. The communication problem was rooted in
(as observer) stakeholders’ different perceptions and knowledge.
Some managers had limited knowledge of safety, and their
perception was limited to “safety equals hard hats and safety
Later the following parties joined: boots”. Other managers had a very good knowledge including
technical integrity details of platforms, safe behaviour of
TBL Federation of Norwegian personnel, emergency preparedness etc.
Manufacturing Industries The employees’ representatives also had a wide band of
perceptions. Some of them mixed safety with comfort or
DSO The Co-operate Organisation welfare, which made some employers defensive.
(Trade union for marine personnel) The employees were all critical to the way safety was
managed and said that the safety standards had deteriorated
OFS Federation of Oil Workers’ Trade over the last decade, without being too specific on how this
Unions was measured. They were familiar with the operational
safety aspects.
To communicate understandable facts is quite simple, but to
OLF had two representatives, one representing the E&P communicate opinions or perceptions can be difficult,
companies and the other representing the contractors, while especially when the other part does not agree or understand!
the other participating organisations had one representative Admitting that you do not understand an issue is difficult.
each. The lesson learned was that we have to focus on an open and
transparent dialogue, involving all parties concerned. We have
In short the mandate spelled out the following tasks: to make sure that there is a common understanding of the issue
in question and we have to be honest with each other.
- Improve safety throughout the offshore petroleum
industry Less focused on safety. The employee perception was that
- Improve confidence to the industry and its employees management had lost focus on safety. Other important
- Strengthen confidence and co-operation between parties business objectives like production volume, cost, taxes and
- Improve the industry’s reputation rationalisation had got their priority. The result was less
maintenance work, more haste, less planning of jobs and
The very first project task was to establish trust and
SPE 86591 3

above all; corners were cut in order to meet schedules. This the mandate to establish and organise the respective
was a common view talking to the employees. workgroups, facilitate the work and to report back to the SfS
It was hard to establish if this was a general picture, but some project manager on status and with the final products.
managers admitted that elements of the description could fit Before the workgroups were established, the tasks were
with the present situation. thoroughly discussed in SfS in order to give the right
Later OLF came out as an organisation saying that focus on prioritisation and to flash out “low hanging fruits”. By
safety unfortunately had deteriorated. concentrating on a few tasks with a high likelihood of success
Some managers still argued that safety was well taken care of. we could secure enthusiasm and faith in SfS.
The SfS members were asked to nominate personnel to
Predictability. The business environment changed gradually participate in the workgroups.
in the nineties. The swing from long time contracts to shorter Deliverables from the workgroups were identified and we also
contracts was evident. Long time personal relations between specified a process for acceptance of the proposals from the
parties were substituted with a much more business like workgroups.
attitude: “Stick to the contract”. As a tri-partite project we are not in a position to operate any
The short time contracts resulted in much more pressure on platform or facility. The main task has been to identify Best
cost and efficiency. Practices and recommend these to the parties involved who
Jobs became unsecure and it was difficult to plan for the have committed themselves to implement our
future, whether you should plan company- or personal recommendations. If the Recommendation is followed by a
activities. guideline, the guideline becomes mandatory unless you have
The traditional difference between company and contractor very good reasons not to implement. To strengthen the
employment was increased. message NPD is including the SfS recommended guidelines in
their supervisory activities. Hence, not implementing the
Employees are treated differently. As a result of the guidelines has to be explained to NPD.
unpredictable business environment the different categories of The Recommendation is stipulating both scope and schedule
employees also were treated differently. You may think that for implementation of the guideline.
this difference in treatment is natural, but in the Norwegian Most of the population offshore Norway is “nomads” often
culture equivalence is a much-appreciated norm, and hence changing workplaces. By having common systems and
this phenomena was not well received. standards the safety risk will decrease because of the
The difference could be expressed in aspects like priority for uniformity of Best Practice. This is why two of the project
homebound flights, priority for single cabins, best equipment, groups have concentrated on standardisation. This
best tools etc. enhancement of standards is also related towards adoption of
There had always been a difference, but now it was international standards where applicable.
accentuated. The very first challenge in standardisation was the syndrome
of “not invented here”. Some of the facilitators have spent
Safety under pressure. The demand for cost efficiency, lower much effort in convincing the participants that they were not
manning and high production was perceived to mean that necessarily always in possession of best practice. Others, even
managers consented that “corners could be cut”. This outside Norway, may have come across good ideas well worth
perception was quite dominant in middle management. They implementing!
felt squeezed between the demand from management for lower
cost per barrel and the demand for safe operations from RESULTS
the workforce. The 18 workgroups established have worked hard on their
The normal outcome of such a conflict is that you tend to land tasks and so far we have issued 11 Recommendations, some
on what your boss is demanding from you. followed by a guideline:

Recommendation 001 “Renovation of Derrick”. Basically


Remedial actions to improve the derrick should be free of any surplus equipment. The
Another result of the interviews was that the different opinions remaining equipment and the location/securing of it shall be
on short and long term remedial actions were flashed out. All justified after careful consideration and analyses.
remedial actions were grouped and made more specific. SfS has through discussions, workshops and the project
Five main project groups were identified: Falling Objects reached the conclusion that the entire industry
must jointly implement immediate measures, and make sure
General HSE that in time procedures are implemented to ensure that no
Maritime operations objects fall on the drilling area.
Crane- and lifting operations
Standardising of safety related procedures This entails:
Standardising of safety routines - Identify and check the equipment as well as location and
securing of it in derricks
For each project group, several workgroups were identified to - Evaluate/analyse the need and remove unnecessary
undertake specific tasks. equipment
A process owner was appointed for each project group with - Move equipment into safe areas
4 SPE 86591

- Make equipment more easily accessible in order to reduce environment in that particular assignment must also be
the use of personnel in manriders in connection with described (teambuilding customer/supplier).
inspections and preventive maintenance - Customer should describe the scope of work after input
- Reduce the need for scaffolding from the tendering companies early in the tender stage.
- Remove or move equipment that represents a danger in The safety delegates shall be involved in this work.
connection with an operation (for example winch - Scope of work should comprise training and participation
operation) in the Working Environment Committees and safety
- Check the viability of established inspection and delegate services.
maintenance procedures - Establish procedures to estimate the scope of the HSE and
the safety delegate service's work
It is recommended to establish a separate project group for - Ensure that the scope of work is regulated in a fixed price
each unit consisting of personnel from the unit's own drilling format, or in a reimbursable element, which shall be
personnel, technical personnel and professional climbers removed as a competition exposed element in the tender.
whose primary job is to secure the removal and moving of - Establish procedures for follow-up during the work.
equipment.
Recommendation 004 “Falling objects in the drilling and
Recommendation 002 “Transfer of experience, derrick”. wellhead area”. The project recommends that the players
SfS recommends that the individual drilling contractor and establish a procedure for follow-up of incidents caused by
equipment supplier (main supplier) establish a procedure for falling objects in the drilling and wellhead area as a follow-up
the transfer of information and experience so that the of Recommendation 001 and 002
conditions for safe operation of derricks with equipment are
maintained in all stages. This entails:
Over the years actions have been taken in the individual - Meetings at least twice a year between the operator and
companies to reduce accidents and incidents caused by falling drilling contractor. The operator for permanent
objects in the drilling area. Statistics from the NPD and installations and rig-owner/operating company for mobile
feedback from the stakeholders indicate that these measures installations will be responsible for planning and carrying
have not been sufficient. SfS has through discussions, out these meetings
workshops and the project Falling objects reached the - Review all incidents of "falling objects" within the area
conclusion that the entire industry must jointly implement - Safeguard transfer of experience by inviting the
immediate measures and make sure that in time procedures are equipment suppliers to participate when relevant
implemented to ensure that no objects fall on the drilling area.
In this work it is important that suppliers and other users of the Recommendation 005 “Use of Manrider”. Through its
equipment are involved. project “Use of Manrider”, SfS has reached the conclusion that
the entire industry must implement immediate measures in
This entails: connection with the use of manrider.
- Establish better procedures for the flow of information A separate guideline has therefore been prepared,
between drilling contractor, supplier and other users of the OLF/NSA 078,
equipment The use of manrider should be restricted, and must never be
- Ensure that defects/flaws are reported to the equipment regarded as a routine operation.
supplier, are followed-up properly and that any measures
taken are reported back to the users Recommendation 006 “Introduction of personnel
- Establish procedures to assess the quality of the measures offshore”. SfS, through its sub-project "Introduction on
implemented and make sure that procedures for a uniform board", has reached the conclusion that the entire industry
process are established and followed-up if changes occur must implement procedures to harmonise activities related to
- Ensure that maintenance- and operating manuals are introduction of new personnel offshore.
updated when changes take place A separate guideline, OLF /NSA 080, has therefore been
prepared for the introduction of personnel. The content is also
Recommendation 003 “Statutory and regulatory imposed included in guideline OLF/NSA 002 "Guidelines for Safety
HSE conditions in contracts”. The project recommends the and Emergency training"
individual tender owners to establish procedures to ensure that
no contract has a wording, which could result in having the The purpose of OLF/NSA Guideline for " Introduction of
HSE-work and the work within the safety delegate scheme to personnel offshore" is to contribute towards achieving a
become subject to competition. common practice for informing new personnel and at the same
time contribute towards creating positive awareness of safe
This entails: conduct. After having received information and being taken on
- Statutory and regulatory HSE conditions that are relevant a familiarisation tour of the installation, the personnel will
for safety and the working environment during work must recognise the attitudes towards HSE expected.
be identified and be included in the contract as a fixed
price element. Welfare measures essential to the working Recommendation 007 “Safe use of vessels”. Two guidelines
have been prepared: OLF/NSA 061 and 061-A.
SPE 86591 5

The Guideline OLF/NSA 061 is a governing document, which Recommendation 011 “Checking in on helicopters”. SfS
inter alia covers activities related to offshore service vessel through its working group “Checking in on helicopters”
operations. The document OLF/NSA 061-A "Guidelines for recommends that the industry must implement a harmonised
Safe Anchor Handling and Towing" is a supporting document check-in procedure on helicopter to/from offshore. A separate
of OLF/NSA 061 and describes best practice related to Anchor guideline, OLF 087 has been established.
Handling and Towing. The content has been harmonised with "Guidelines for
helicopter flights to petroleum installations" (OLF 66),
Recommendation 008 “Apprentice scheme for crane "Guidelines for operating companies regarding check of
operators”. SfS, through the project "Crane and Lifting passport and work and residence permits for offshore
operations, Falling objects", has reached the conclusion that personnel south of N62 degree latitude" (OLF 050) and
the entire industry must instigate measures to ensure "Guidelines for security checks at helicopter terminals"
recruitment of new crane operators. (OLF 003A).
The objective for the OLF Guideline 087 "Checking in on
The apprentice scheme for crane operators gives the operators helicopters" is to attend to the requirement regarding uniform
and rig-owners an opportunity to recruit new crane operators check-in procedures for all personnel travelling to/from the
who will be trained in a systematic way in their profession. shelf. This to avoid misunderstandings, delays and
Operators and rig-owners have to contact the Training Council unnecessary denial of personnel.
for Oil-Related Disciplines (ORO) and together ensure that
apprenticeships are established offshore for a class of Seminars. Another important aspect of the SfS activities has
approximately 15 students. been to arrange various seminars.
Two different seminar topics shall be mentioned:
Recommendation 009 “Review of the breathing air Management of offshore platforms and Safety delegate (SD)
systems”. Based on previous working accidents offshore, SfS role and responsibilities. It has been important to support the
recommends that each offshore unit review its systems and offshore installation managers (OIM). The seminar therefore
procedures for use of breathing air on board. included both the OIMs and onshore suport and line staff.
The breathing air must be free of odour and taste, and must as These seminars will continue in the future.
a minimum satisfy the requirements for oxygen, carbon As important was the issue around safety delegates roles and
dioxide, carbon monoxide, oil and water stipulated in responsibilities. These aspects are described in the present law
NS-EN 12021 and the Directorate of Labour Inspection's order and its regulations. The theme in said seminars was more on
no. 441. Details concerning requirements for hoses and fittings local interpretation of the regulation and to build confidence in
are stated in NS-EN-139. the group of SDs. The fourth seminar for SDs will be arranged
later this year.
SfS recommends the following working procedure for
reviewing the breathing air systems (including the mobile Future work
ones): There is still a number of workgroups who are supposed to
- Conduct a risk analysis - which standards and barriers are deliver their conclusions within 2004. These are looking into
used? standardisation of definitions for Key Performance Indicators
- Define responsibilities and training needs (KPIs). An agreement has to be made with relevant Norwegian
- Review of procedures, which describe training, Authorities and the industry to come up with meaningful
maintenance, monitoring, use and labelling. indicators with an international recognition and avoid national
definitions and notions.
Recommendation 010 “Standardised Permit to Work and “Barriers” is another topic being worked at. The Norwegian
Safe Job Analysis” (PtW and SJA). SfS through its working regulation is stipulating that barriers are identified and
group “Permit to Work and Safe Job Analysis” recommends controlled in order to maintain a safe workplace. Physical
that the industry must implement routines to harmonise the barriers seem to be easy to understand. The work group shall
nomenclature and a common process for PtW and SJA. come up with definitions for a set of non-physical barriers, and
SfS is of the opinion that the introduction of common the suggested use of these “soft” barriers. As a result of their
processes for PtW and SJA will enhance and simplify the work we also have asked for a proposed text for the revised
risk control. regulation.
The implementation of common PtW and SJA processes will The most difficult task will be to expand on the topic of HSE
reduce the present need for introduction and training to Culture. Here we can see advisory work to be done both
understand and practise the different systems. With a common within organisations as well as for individuals. We are in the
system one can expect a better efficiency and at the same time process of defining our role in this context and hopefully we
reduce the risk of incidents. will be able to facilitate excellent examples of good
Recommended process: Operators to start introduction of new HSE culture.
systems described in Guidelines OLF 088 and 089, when the
training package is ready by 15.11.2003. Old procedures and Conclusions
forms have to be phased out a.s.a.p. and latest by 01.07.2004. The SfS project has become a “permanent” body in as much as
it has been decided that SfS shall identify and describe Best
Practice in industry. As Best Practice is dynamic in its nature,
6 SPE 86591

SfS will continuously monitor and suggest improvements.


Focus has been on standardisation of work practises to ease
the situation for most of the personnel working offshore. This
has given both bonuses on efficiency and reduced the
safety risk.
In the aspect of creating good working relations and hence
facilitating a good HSE culture, SfS and its work has
demonstrated that through a tri-partite process we have been
able to develop and maintain a good HSE culture within the
SfS team, despite the starting point.
Lessons learned from this process are now available to
all participants.

Acknowledgements
The author would like to acknowledge all personnel who have
participated in the SfS workgroups. They have identified Best
Practices, and made SfS recommendations possible.
My sincere thanks also go to the SfS Steering Committee.
Their co-operation has been fundamental for our success.

References
Visit our web site on www.samarbeidforsikkerhet.no where
you will find both a Norwegian and an English version.

Regarding the OLF Guidelines you can find them on


www.olf.no under Reports/Guidelines.

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