2014 Transmission & Distribution Benchmarking
Data Review Conference
Safety
June 25-27, 2014
Nashville, TN
1
Safety
2013YE
T&D
OSHA Recordable Injury Rate: Combined T&D
OSHA Lost Workday Case Rate: Total T&D
OSHA Lost Time Severity Rate: Total T&D
OSHA DART Incidence Rate: T&D Total
Total Frequency Rate of Accidents: Total T&D
Distribution
OSHA Recordable Injury Rate: DistLine
OSHA Lost Workday Case Rate: DistLines
OSHA Lost Time Severity Rate: DistLines
OSHA DART Incidence Rate: DistLines
Total Frequency Rate of Accidents: DistLines
Substation
OSHA Recordable Injury Rate: T&D Subs
OSHA Lost Workday Case Rate: Subs
OSHA Lost Time Severity Rate: Subs
OSHA DART Incidence Rate: Subs
Total Frequency Rate of Accidents: Subs
Trans
OSHA Recordable Injury Rate: Trans Line
OSHA Lost Workday Case Rate: Trans Lines
OSHA Lost Time Severity Rate: Trans Lines
OSHA DART Incidence Rate: Trans Lines
Total Frequency Rate of Accidents: Trans Lines
2012YE
# of
Mean
Bars
Q1
Q2
Q3
# of
Bars
2.43
0.60
25.98
1.40
7.66
1.12
0.23
2.94
0.94
5.62
1.81
0.40
20.47
1.28
6.90
2.73
0.67
50.57
1.69
7.54
17
17
16
17
17
7
7
7
7
7
2.90
0.58
29.76
1.69
10.45
1.45
0.26
7.05
0.87
8.49
2.22
0.41
25.93
1.53
8.83
3.07
0.73
39.82
1.82
11.38
10
10
10
10
9
2.16
0.94
35.82
1.22
18.56
8
8
8
8
8
2.00
0.37
0.82
1.21
6.34
0.92
0.00
0.00
0.37
3.66
1.13
0.00
0.00
0.79
5.49
2.92
0.55
1.01
1.15
8.09
11
11
10
11
10
2.68
1.66
35.08
1.94
9.53
6
6
6
6
6
0.83
0.45
11.33
0.71
8.67
0.00
0.00
0.00
0.00
4.47
0.00
0.00
0.00
0.00
6.53
1.47
0.98
6.22
0.98
8.87
9
9
8
9
7
Mean
Q1
Q2
Q3
2.83
1.17
38.96
1.99
10.98
1.53
0.49
23.12
1.07
5.31
2.37
0.86
41.38
1.31
5.98
3.78
1.29
58.75
2.71
13.66
10
10
10
10
10
4.13
0.99
46.74
2.01
7.76
1.99
0.27
19.28
0.84
5.89
2.72
0.86
38.62
1.50
6.63
3.20
1.25
65.96
1.59
10.04
1.86
0.66
23.71
0.90
20.38
0.35
0.09
0.00
0.35
8.06
0.81
0.48
3.88
0.62
10.74
1.54
0.96
28.87
1.30
7.21
0.51
0.40
2.01
0.40
3.76
1.37
0.70
15.69
1.16
8.19
2
Guidelines & Data Issues
3
Safety performance Analysis
The RIR reported in the 2nd Draft does not include fatalities. We will be revising
this. It only affects 3 companies and doesn’t change their position on the graph.
OSHA RECORDABLE INJURY RATE:
COMBINEDT&D
OSHA RECORDABLE INJURY RATE:
COMBINEDT&D (Including Fatalities)
Mean
Quartile 1
Quartile 2:
Quartile 3:
This error in our calculation caused us
to check all of our calculations…
2.8
1.5
2.4
3.8
4
Safety Reporting Guidelines
◼ Recordable Injury: This measure includes every occupational death, every non-fatal occupational illness, and
every non-fatal occupational injury which involves one or more of the following: loss of consciousness, restriction of
work or motion, transfer to another job, or medical treatment (beyond first aid). It measures the total OSHA
recordable injury and illness cases based on the exposure of 100 full-time workers, using 200,000 hours as the
equivalent (or 100 full-time employees X 2,000 hours per employee per year). The measure is calculated as: Total
Number of OSHA cases X 200,000 / Total Exposure Hours.
◼ DART Rate: OSHA lost work day rate includes every non-fatal occupational injury or illness which involves
restriction of work or motion, and/or transfer to another job (DART). It measures the total OSHA lost work day case
recordable injury and illness cases based on the exposure of 100 full-time workers, using 200,000 hours as the
equivalent (or 100 full-time employees X 2,000 hours per employee per year). The measure is calculated as: Total
of OSHA lost work day cases X 200,000 / Total Hours Worked.
◼ Severity Rate: This measure includes every non-fatal occupational injury or illness which involves one or more of
the following: restriction of work or motion and/or transfer to another job. It quantifies the severity of OSHA
incidents that have occurred by looking at the number of lost workdays that can be attributed to an OSHA incident,
based on the exposure of 100 full-time workers (using 200,000 hours as the equivalent….or 100 full-time employees
X 2,000 hours per employee per year). The measure is calculated as: Total Lost Work Days due to OSHA
recordable incidents X 200,000 / Total Exposure Hours.
◼ Lost Workday Case Rate: OSHA lost work day case rate includes every occupational injury or illness which results
in a day away from work due and/or fatality. It measures the total OSHA lost work day case recordable injury and
illness cases based on the exposure of 100 full-time workers, using 200,000 hours as the equivalent (or 100 fulltime employees X 2,000 hours per employee per year). The measure is calculated as: ((Total of OSHA lost work
day cases + Fatalities) X 200,000) / Total Hours Worked.
There are, however, some safety reporting issues:
◼ Vehicular accidents – Most utilities report all reportable accidents, whether preventable or not and regardless of
fault. In general, we want utilities to include personal vehicles when used on company business.
◼ There are some differences in how utilities treat limited duty work, which will not be resolved as part of this
benchmarking.
5
Where the Data comes from
All of the data should come from the OSHA form. We need total hours
worked by all employees for normalization and the total numbers of each
type of case, as well as, the days away and days restricted totals.
Statistic
Columns Used
Recordable Incidence Rate:
Sum (G, H, I, J)
Non-Fatal “Incidence” Rate:
Sum (H, I, J)
DART rate
Sum (H & I)
Lost Time Severity Rate:
K
Lost Work Day Case Rate aka
(Lost Time Case Rate or Lost
Time Incidence Rate)
Sum (G, H)
6
OSHA DART INCIDENCE RATE: COMBINED T&D
Mean
Quartile 1
Quartile 2:
Quartile 3:
2.0
1.1
1.3
2.7
We always like to verify zeros
on the safety charts. We
checked with this company
(27) and they checked their
data: “we did actually have one
lost day last year. For 2014
YTD, we have had no lost days
and only 2 recordables.” So
they are doing very well, but
will be correcting this data.
Calculation used
( ( S5.2A + S5.3A ) * 200000 ) / S5.1A
Page 7
7
Manhours vs Days
Question SF10 asked for two
different answers, the question
asked for “manhours”, the field
for data entry asked for “days”.
Almost everyone responded
with days. So we’d like
company 22 to convert their
response.
8
DAYS ELAPSED ON AVERAGE FROM INCIDENT UNTIL
INVESTIGATION REPORT COMPLETED
For SF140, we aren’t clear
about calendar days or working
days. We do want working
days. Also, we’re looking for
average. It’s conceivable that
some incidents will be very
brief requiring less than an hour
to investigate and that others
would take longer.
We expect smaller numbers.
Companies 35 and 28 seem
fairly large.
9
Issues Found: safety
Page #
Q#
Primary Issue
Who
28
SF10
Please convert answer to “Days”
22
54
SF140
Fairly large numbers for an “average”
35, 28
??
SF215
Missing dot table on wellness activities
1QC
??
SF225
Missing dot table on effectiveness of wellness activities
1QC
10
SF5
Update data to match email
27
???
SF5
Add RIR including Fatalities
1QC
10
Analysis and use of Text
Answers
11
Looking for Best Practices
We want to find a way to identify best practices and initiatives in the safety
area. One way to do that is to find out what the best performers are doing
that other companies aren’t doing. So we need to find out who the best
performers are. Our methodology is explained on the next pages, but we
haven’t yet identified the 2014 best performers.
12
From 2013
Total T&D Recordable Incidence Rate
Safety Record
Good
Poor
0.4
Not Improving
28
0.2
35
0
0
Slope
-0.2
0.5
1
30 1.5
31
2
2.5
3
3.5
4
22
Companies want to have
good performance and be
either stable or improving –
putting them in the lower
left corner of the chart.
•
-0.4
26
23
38
Compares the 5-year average
value to the 5-year change in
value
-0.6
-0.8
Improving
-1
39
37
27
5-year Average
13
From 2013
Total T&D lost Workday case Rate
Safety Record
Good
Not Improving
Poor
Companies want to have
good performance and be
either stable or improving –
putting them in the lower
left corner of the chart.
0.200
28
0.100
31
0.000
0.000
35
0.200
27
22
30
0.400
0.600
37
0.800
26
1.000
1.200
1.400
-0.100
-0.200
23
38
-0.300
Improving
39
-0.400
14
From 2013
Total t&D Safety Ranking - total
Putting all of the data together for the 5 measures, we calculated a total for
each company. Westar Energy had the highest total score – meaning that
they had generally low safety rates and were improving.
TOTAL SCORE
IMROVEMENT SCORE
VALUE SCORE
Total w/o
MVA
Total
w/MVA
Total w/o
MVA
Total
w/MVA
Total w/o
MVA
Total
w/MVA
Westar Energy
12
13
5
5
7
8
Tucson Electric Power
12
13
7
9
5
4
Exelon - PECO Energy
13
10
6
4
7
6
Oncor Electric Delivery
8
11
3
5
5
6
We Energies
8
11
5
6
3
5
Hydro One Networks
9
9
5
3
4
6
10
7
6
4
4
3
CenterPoint Energy
1
1
0
0
1
1
CPS Energy
4
2
5
3
-1
-1
B.C. Hydro
-4
-7
-3
-5
-1
-2
KCP&L
-5
-6
0
-2
-5
-4
Austin Energy
-8
-11
-3
-5
-5
-6
BGE
Best Performing companies: 31, 30, 35, 39
(honorable mentions: 37, 27)
15
From 2013
Total T&D Safety Ranking - Breakdown
Aside from Westar, we also took a closer look at answers from other top
performing companies when comparing answers to all of the text questions.
Value Score
Improvement Score
RIR DART LTSR LWCR MVA
RIR DART LTSR LWCR MVA
Westar Energy
2
2
2
1
1
Tucson Electric Power
2
1
2
2
2
PECO Energy
2
2
2
1
-1
We Energies
2
0
2
1
1
Hydro One Networks
0
0
2
2
2
Westar Energy
1
2
2
0
0
Oncor Electric Delivery
0
1
2
2
1
Oncor Electric Delivery
0
1
2
0
2
We Energies
0
0
2
1
2
BGE
2
1
2
1
-2
Tucson Electric Power
1
1
2
1
-1
PECO Energy
1
2
2
1
-2
BGE
1
1
2
0
-1
CPS Energy
2
-1
2
2
-2
CenterPoint Energy
1
1
-2
1
0
Hydro One Networks
2
0
2
1
-2
CPS Energy
-1
-1
2
-1
0
CenterPoint Energy
1
1
-2
0
0
B.C. Hydro
1
1
-2
-1
-1
KCP&L
2
-1
-2
1
-2
KCP&L
-1
-1
-2
-1
1
Austin Energy
-2
-1
-2
2
-2
Austin Energy
-1
-1
-2
-1
-1
B.C. Hydro
-2
1
-2
0
-2
Consistently Good companies: 31, 30, 35, 27
Improving companies: 31, 35, 37, 39
16
From 2013
Contractor Safety
Once we knew who the best performers were, we could look at text answers to see
if anything stood out as making a difference. Here’s a slide on contractor safety.
◼ Two-thirds of the respondents track contractor safety, all but two of the
◼
◼
◼
◼
top performing companies do – (SF45, pg 37);
Two-thirds of the respondents do not have incentives or penalties for
contractor safety performance, two top performing companies do (31, 39)
– (SF50, pg 39);
All but one respondent uses contractor safety as a selection criteria –
(SF55, pg 39);
Several top performing companies review contractor safety monthly or
quarterly. (30, 31, 35, 37) – (SF60, pg 40)
Several companies include safety expectations in the contract
documents (37, 30, 32, 39, 17); most provide some sort of manual or
require contractors to adhere to OSHA guidelines, several have pre-job
meetings (37, 28, 32, 17) – (SF70, pg 42)
ID numbers are color coded:
99 = consistently good; 99 = improving; 99 = both
17
From 2013
1QC Community Key Success Factors
Safety
From all of the pages where best performers stood out as doing something
different, we developed the Key Success Factors list below. For Insights we’ll
validate it against this year’s data. What’s your impression of our Key Success
Factors for Safety?
Employee contributions to policy and procedure development increases employee involvement
Leadership needs to be hands-on and in the field regularly to show support and to
understand the real issues
Regular communication is essential, but making that communication personal in the
form of verbal announcements can make a difference
Lessons learned should be shared throughout the company at all levels
Hold all employees accountable for safety, not just for themselves but for others as well
Best performing companies track contractor safety regularly
Leading Indicators are embraced by companies looking to improve performance
18
From 2013
Where Are We:
1QC Industry Perspective for Safety
Last year, we first shared this graphic at the Insights Conference. For Insights we’ll
validate it against this year’s data. What’s you’re impression of our SCQA on Safety?
Situation
Complication
• 2010 was a bad
year for most
companies. Safety • While there has
been improvement,
trends have
utilities still have not • How do we
improved since
achieved zero
• Regular, effective
then
encourage
incidents.
communications
employees to
• Good safety is a
regarding correct, safe
behave in a safe
• Companies have to
primary and
way and follow safe behaviors
avoid complacency
universal goal for
practices?
in their employees
• Share safety stories
every company’s
while still building a • How do we
and make it personal
management and
“habit” of safety.
staff.
maintain cost
• Demonstrate the
effectiveness
and
• Continuously
consequences of
efficiency while also unsafe behaviors
reinforcing the
message can cause having a safe work • Understand the root
environment and
it to be diluted.
making safety a top cause of an incident
and take action to
concern?
prevent future incidents
Question
Answer
19
Other Analysis
◼ We’ll update the trend charts.
◼ We’ll update the ranking analysis
we developed last year
◼ We’ll use these to identify
companies that are consistently
low or are continually improving.
◼ We’ll also try to correlate the
information from all the text
questions against the performance
measures.
We’ll see what develops.
20
Thank you for your Input and Participation!
Your Presenters
Dave Canon
Dave.Canon@1qconsulting.com
817-980-7909
Debi McLain Cook
Debi.McLain@1QConsulting.com
760-272-7277
Ken Buckstaff
Ken.Buckstaff@1QConsulting.com
310-922-0783
Dave Carter
Dave.Carter@1qconsulting.com
414-881-8641
Tim. Szybalski
Tim.Szybalski@1QConsulting.com
301-535-0590
About 1QC
First Quartile Consulting is a utility-focused consultancy providing a full range of consulting services including continuous
process improvement, change management, benchmarking and more. You can count on a proven process that
assesses and optimizes your resources, processes, leadership management and technology to align your business
needs with your customer’s needs.
Visit us at www.1stquartileconsulting.com | Follow our updates on LinkedIn
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21