PTWS – Permit Orientation Training
Permit to Work System
Permit Orientation Training
Typical work at our site
Introducing:
• Sue – who has come to repair the toilet at Z Mana
• Fred – who has come to install new electrical socket
• Jack – who has come to install a tank for a new site
• Lisa – who has come to drop off tobacco at Z Skyway
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PTWS Requirements
At Z, we reckon everybody should work safe and
go home safe.
The PTWS is:
• Risk focused
• Specific to Z work activities
• Specific to Z site environments
• A system to ensure hazards are:
-
identified,
- risk assessed,
- controls established and
- work undertaken by competent people
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PTWS– Other HSSE
Z policies/systems/rules for HSSE:
These include:
- HSSE Management System Manual
- Life Saving Rules
- Working at height policy
- Contractor Prequalification
- Site specific rules (e.g. ChCh airport depot, Retail sites,
construction sites); Standard Operating Procedures
- Permit to work system
All workers are required to comply with all regulatory requirements and
Z policies/systems/rules.
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PTWS Requirements
Authority:
• All Z employees, site representatives, contractors and workers, are
authorised to stop the work if there is a HSSE concern.
• This new PTWS requirements - effective as of 1 May 2014.
• Existing requirements remains in force until then.
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Z’s Life Saving Rules
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PTWS Applicability
• Applies to all workers conducting work for and on behalf of Z
on premises operated by Z.
• The PTWS is mandatory and applies to non- routine work
being completed at workplaces under Z operational control,
Retail sites, Mini Tanker Zee sites, work conducted under a Z
Construction Contract, or when working on Z owned
equipment at sites owned or operated by others.
• A permit is required for all permitable activities.
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Non-routine Work
Non-routine Work - Work that is NOT performed regularly in a controlled
environment with an approved Standing Operating Procedure or
equivalent document.
For example non-routine work is a work activity that is, but not limited to,
any of the below:
• Performed infrequently
• Outside of normal duties
• Does not have an approved standing operating procedure
• Performed in a different way from the standing operating procedure
• Has never been performed before
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Roles
Z CEO – overall owner of PTWS
HSSE Manager – PTWS custodian, responsible for the implementation of
this PTWS.
PTWS Orientation Trainer – provides PTWS training.
PTWS Administrator –administering documents, records, PTWS website
Senior Permit Issuer –monitors operational performance of the PTWS
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Roles
Permit Issuer - prepares, authorises and issues Permits to Work
Permit Holder – ensures the permit requirements are put in practice;
taking all necessary steps to perform the work in a safe and
environmentally sound manner
Authorised Gas Tester – tests and confirms the environmental working
condition is safe to work in
Site Representative - the site staff member who confirms the site
environment is safe for the contractor to work; sign contractor on and
off site via the Work Clearance Form (WCF)
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Responsibilities
Permit Issuer primary responsibility:
By signing the permit the Permit Issuer agrees that they have reviewed and
discussed the work scope and required documentation with the Permit
Holder, and identified any hazards they are aware of in the permit
Permit Holder primary responsibility:
By signing the permit the Permit Holder agrees to comply by putting in
place the permit and supporting documents requirements and
continuously supervising the work
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Roles Matrix
Role
Issue permits
Self permits
Appoints PI
PTWS assurance
activities system
Stop work if
necessary
HSSE Manager
X
X
X


Administrator
X
X
X


Trainer
X
X



Senior Permit Issuer

X
X


Permit Issuer

X
X
X

Permit Holder
X
X
X
X

Authorised Gas
Tester
X
X
X
X

Z Site Representative
X
X
X
X

Workers
X
X
X
X

Z Staff
X
X
X
X

Key: X = is not responsible and cannot undertake the task/role
= is responsible and can undertake the task/role
PTW System – PI Training
Activity Risk Levels
Work activities are categorised based on risk:
Permitable (High Risk) activities
Non-permitable:
• Medium Risk activities,
• Low Risk activities, and
• Deliveries
Each risk category has different control measure requirements
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Permitable Activities
Permitable Activities - High Risk:
• Hot work in hazardous area
• Confined space entry
• Excavations >/= 1.5 m
• Live Electrical Work
• Abnormal work or maintenance - overriding/disabling safety critical device
• Hazardous substance exposure of high residual risk or greater
• Energised high pressure system work to hydrant lines
• Live Product Line Work
• Work at height exceeding 1.8 metres (refer exclusions)
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Permitable Activities
Permitable Activities continued - High Risk:
• Shop roof construction and/or installation
• Canopy construction and /or installation
• Working on single skin canopy roof
• Working on a non-trafficable secondary surface
• Tank Removal and/or installation
• Demolition – excluding soft strip out
• Crane work – excluding standard stock deliveries
• Any other activity that has a high or extreme residual risk
• Any other activity as determined by Z senior management/permit issuer
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Non Permitable
Medium Risk Activities:
• Restricted Space
• Excavations between 0.5 metres and 1.5 metres
• High pressure system work to a compressed air system
• Work at height 0.5 metres or greater (excluding permitable)
• Non powered hoist use involving a suspended load
• Work off site in roadways
• Work on electrical equipment and circuits
• Erection structures
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Non Permitable
• Medium Risk Activities continued:
• Pump out of product from tanks
• Drilling of monitoring wells or soil borings
• Hazardous substance exposure of medium residual risk
• Hot work outside of the hazardous zone
• Any other risk that has a medium residual risk
• Any other activity as determined by Z senior management/permit issuer
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Non Permitable
Low Risk:
• Any other activity deemed low risk using Z’s risk matrix
• E.g. changing the washer on the tap
Deliveries:
• Delivery only services – drop off and pickup standard deliveries of
stock
• For example:
- Coca cola delivery to retail store or
- construction material to a stock pile on site
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Documentation
Documentation for the PTWS is available at www.z.co.nz/ptwinfo.
• Work Clearance Form must be completed daily by all Contractors for
all work prior to starting work
• Safe Work Method Statement must be completed for Permitable
activities – high risk prior to obtaining the permit
• Job Safety Analysis or equivalent must be completed for Medium risk
work prior to performing the work
• Permit (permit to work) must be completed by the PermitIssuer for
Permitable work.
• Certificates where applicable must be used with a Permit
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Permit Certificates
Certificates:
• A – Hot Work Certificate
• B – Confined Space Certificate
• C - Work at Height - roofs, canopies and temporary structures
• D – Excavation Certificate
• E – Isolation Certificate
• F – Tank Removal / Installation Certificate
• G - Demolition Certificate
• H - Overhead Crane Certificate
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Work Clearance Form
Work Clearance Form:
• a process of hazard identification
• designed to stop work or trigger the need for a Permit etc
• completed by the contractor/worker performing the work in conjunction
with the Z Site Representative for manned sites/offices.
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Z Risk Assessment Matrix
CONSEQUENCES
LIKELIHOOD
90-100% probability that the event
will occur in the next 12 months
Almost
Certain
1
50-90% probability that the event
will occur in the next 12 months
Likely
2
25-50% probability that the event
will occur in the next 12 months
Possible
3
5-25% probability that the event will
occur in the next 12 months
Unlikely
4
0-5% probability that the event will
occur in the next 12 months
Rare
5
MEDIUM
Risk is generally acceptable
provided that the risk is managed.
Report Medium residual risks up
through the management chain to
the appropriate Operational
Manager. Risk mitigation actions are
to be developed or introduce
sufficient controls to lower risk level as
soon as possible.
Further treatment should be
considered. High risks must
be reported to the Executive
as soon as possible after it
has been identified.
Requires Z Executive Team
management attention and
at least quarterly review.
Monitoring of control
effectiveness is important.
Risk without control shall be
treated immediately and
controls put in place.
LOW
In general risks rated as Low
residual risk should be able to
be accepted. Acceptable
risks do not require treatment;
however the controls,
procedures and practices will
need periodic monitoring to
ensure that the level of the
risk has not changed.
Environmental impact
Further treatment should be
considered immediately. Consider
ceasing operations created by the
risk or revise the strategy to increase
the opportunity for treatment.
Critical risks must be reported to the
Executive and the CEO immediately
upon its identification. Critical risks
require Z Executive Team level
management review and
acceptance if the risk is to continue.
Monitoring of control effectiveness is
critical. Risks without control shall be
treated immediately.
HIGH
Damage and loss
CRITICAL
Health and
injury
Reporting and Mitigation Actions
Insignificant
Minor
Moderate
Major
Extreme
A
B
C
D
E
Injuries with severity up to first aid Medical treatment case ,
Lost work day cases resulting in
cases.
restricted work case, & lost work up to 21 days away from work.
day cases resulting in up to 7
days away from work.
Life-threatening consequences;
Permanent total disability (PTD)
or injury with irreversible health
problems resulting from injury or
occupational illness.
Fatality or multiple or
widespread long-term health
impacts.
Little damage or threat to
health.
Minor health effect, fully
reversible in the short term
Diagnosed occupational illness
case, irreversible damage to
health; long-term disabilites.
Loss of containment (LOC) or loss
of primary containment (LOPC)
up to 5 litres (except marine oil
spill which is of higher risk)
Loss of containment (LOC) or loss
of primary containment (LOPC)
up to 70 litres (except marine oil
spill which is of higher risk)
Loss of containment (LOC) or loss
of primary containment (LOPC)
above 70 litres and up to 700
litres (except marine oil spill)
Loss of containment (LOC) or loss
of primary containment (LOPC)
above 700 litres (except marine
oil spill)
Tier 1 marine oil spill
Tier 2 marine oil spill
Tier 3 marine oil spill
Frequent (1 or 2 per year)
exceedance of statutory
environmental limits, requiring
remediation work of a between
1 week and 1 month.
Multiple environmental impacts
(more than 2 within 12 months)
resulting in remediation work for
a period of greater than 1
month and less than 3 months.
Medium/Long-term
environmental impacts requiring
remediation work for a period
greater than 3 months.
Single exceedance of statutory
environmental limits requiring
remediation work of no more
than 7 days.
Damage and remediation <
$100K except when process
safety related)
Damage and remediation $100K Damage and remediation $1M - Damage and remediation $10M Damage and remediation >
- $1M (except when process
$10M (except when process
- $50M (except when process
$50M
safety related)
safety related)
safety related)
Incident results in temporary
Temporary loss of local
shutdown of infrastructure for less infrastructure (less than a week)
than 4 hours.
Tier 2 process safety incident
Tier 1 process safety incident
Loss of major infrastructure for
period of 1 month.
Loss of major infrastructure for a
period of greater than 1 month
and less than 3 months.
Loss of major infrastructure for a
period greater than 3 months
SWMS/JSA Hierarchy of Controls
Hierarchy of controls for determining control measures in order:
1. Eliminate the hazard e.g. by changing the work
2. Substitute e.g. change material/equipment to one with less
hazards
3. Isolate the hazard e.g. by providing a form of barrier
4. Engineering Controls e.g. physical guards, structures, stop
buttons
5. Administration Controls e.g. SWMS, Procedures, Training
6. PPE e.g. by providing protective equipment
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Hierarchy of Fall Protection Controls
Fall Protection hierarchy of controls for determining work at height
control measures in order:
1. Eliminate the work at height e.g. by changing the work
2. Work from permanent guard rail
3. Work from temporary guard rail or elevating working
platform (scissor lift/boom
4. Work with fall restraint means - PPE
5. Work with fall arrest means - PPE
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Permit Validity
Permit is valid for:
• a specific activity, site, within a specific period of time.
• only issued for a maximum of 5 consecutive calendar days.
• applied for in advance of the work – ideally 10 working days
• issued immediately prior to the start of the permitable work
• renewed via the Work Clearance Form each day by Permit Holder
• expires after 5 days regardless of the activity
Self Permits
• No one is allowed to issue a Permit to themselves
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Permit Validity
Remote Permits
A remote Permit can ONLY be issued if ALL of the following criteria
is satisfied:
- The PI has knowledge of the site or has reliable drawings
and site data
- The PI has a detailed knowledge of the task and activities
to be permitted
- The PI has experience working with the Contractor and
individual PH.
- The Z senior permit issuer or delegate confirms remote
permitting is appropriate and the above criteria have
been met.
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Permit Validity
Contractor Permitting
• A PI may issue a Permit to another person in the same Contractor
organisation.
Blanket Permits
• Blanket Permits are not permitted.
Derogations and standard operating procedure approval
• SOP more appropriate for repetitive, routine activities.
• Refer to PTWS Manual for procedure to obtain derogation approval
Changes in Conditions
• Stop work and notify Permit Issuer
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Training and Competency
Permit Issuer Training
Roles
Training Courses / Certification Completed
Permit Issuer
Z PTWS Orientation quiz 90% pass, (can retest up to 3 times)
Permit Issuer
2 Supervised Permits and recommended as PI
Permit Issuer
4 years work experience for relevant activities they want to issue Permits for
Permit Issuer
Permit Issuer - Hot Work
Permit Issuer - Confined Space
Permit Issuer - Excavation
Permit Issuer - Isolation
Permit Issuer - Work at Height
Permit Holder (Recommend)
Permit Holder (Recommend)
Key Personnel Z
Key Personnel Contractors (Recommended)
Work Clearance Form - Z Site Rep/Site Manager
US 17590
Hot Work Certificate Issuer
Confined Space Certificate Issuer
Excavation Certificate Issuer
Isolation Certificate Electrical / Mechanical Issuer
Working at Height Issuer
Z PTWS Orientation
US 17588
Z PTWS Orientation attendance (record by COD pass on to them)
Z PTWS Orientation attendance
Z PTWS site rep Litmos module (records in Litmos)
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Training and Competency
Permit Issuer Training – specific activity requirements
Permit Type
Confined Space
Qualification
US 3058 Gas testing in high risk industries
US 25510 Atmospheric testing
US 17599 Confined Space planning
US 18426 Hazard Identification
Hot Work
US 3058 Gas testing in high risk industries
US 25510 Atmospheric testing
US 25043 Energy isolation
Work at Height
US 17600 Safe work practices for working at
heights
US 25045 Employ height safety equipment in
the workplace
Excavation
US 14611 Excavation hazards and traffic
control
US 10543 Protect underground services during
excavation and reinstatement
Electrical /
Mechanical Isolation
US 25043 Energy isolation
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PTWS Documentation Available
• www.z.co.nz/ptwinfo
Contacts
•
Andy Velasquez
•
Andy.velasquez@z.co.nz
• Tracy – PTWS Orientation Trainer
• Tracy.evans-tracy@z.co.nz
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Transition Timeline
PTWS transitional requirements timeframe :
• 1 May 14 - effective date for all criteria except:
- 30 Jun 14
- 1 Jul 14
Updated Z PTWS Orientation training completed
SWMS template compliance by Permit Holder
- 1 May 15
Updated Safetrac training completed by Z employees
- 1 May 15
Updated legal documents
- 1 May 15
Full Permit Issuer competency requirements compliance
(plan to meet requirements and progress evidence to be
submitted to the PTWS Trainer by 30 Jun 14, 1 Dec 14, 1 Mar 15
- 1 May 15
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Full compliance to PTWS Manual
Typical work at our site
Introducing:
• Sue – who has come to repair the toilet at Z Mana
• Fred – who has come to install new electrical socket
• Jack – who has come to install a tank for a new site
• Lisa – who has come to drop off tobacco at Z Skyway
PTW System –PI Training
Tank installation
Tank installation
Tank installation
Tank installation
Tank installation
Tank installation
Tank installation