si971.com

The one-stop shop for the offshore safety representative

Safety Case

Relevant Statutes:

Offshore Installations (Safety Case) Regulations 2005 [SCR]

A Safety Case is a description of the procedures and arrangements that an installation duty holder has put in place to eliminate or minimise the likelihood of a major accident or mitigate the effects of a major accident. Offshore Installations cannot be constructed, operated or decommissioned in the UK or UK waters unless they have a safety case that has been accepted by the HSE. Once the safety case has been accepted the procedures and arrangements it contains have to be followed and they become the basis of inspections.

The SCR 2005 replace the 1992 regulations. The changes brought about include extension of the life of the safety case from 3 to 5 years. Further details of the changes are contained in Operation Notice 71 issue date May 2006

General Duty

A safety case has to be prepared by,

a) the operator of a fixed installation; prior to or during design allowing time for him to take account of any design matters (relating to health and safety) raised by the HSE who have 3 months to raise such matters months before commencing decommission

b) by the owner of a mobile installation, months prior to moving into UK waters c) the owners or operators of installations involved in combined operations. weeks before the operation commences weeks before commencing operations on a well connected to (but not underneath or immediately adjacent to) an installation.

Note that no operation of any kind (moving into relevant waters, drilling, combined operation, decommissioning etc.) can commence until the HSE has accepted the safety case. Once the HSE has accepted the safety case, duty holders shall ensure that the procedures and arrangements it describes are followed. However procedures are not to be blindly followed and it is a legal defence to demonstrate that it was not in the best interests of health and safety to follow the procedures and/or arrangements.

Particulars to be specified in a safety case

These are given in a series of schedules and regulation 8 of the safety case regulations. The particulars in the schedules include:

- the duty holders particulars

- description, diagrams and a scale plan of the location (if appropriate) of the installation

- particulars of types of operations and activities

- maximum PoB

- particulars of the plant and arrangements for controlling all operations with the potential to cause a major accident

- particulars of operational limits

- particulars of plant and arrangements for detecting gases fires etc. and for protecting persons from the effects of incidents and a statement of performance standards to be achieved

- a demonstration by way of QRA that risks have been reduced to the lowest level that is reasonably achievable

- particulars of any remedial work required with timescales

Other particulars include a demonstration that:

- the SMS is capable of ensuring that legal obligations are met

- there are adequate arrangements for audit and reporting the findings

- all hazards with the potential to cause a major accident have been identified

- risks have been evaluated and measures have been taken to reduce risks to the lowest level that is reasonably practicable.

Here audit means:

- the systematic assessment of the adequacy of the SMS to achieve its purposes has been carried out by independent persons to ensure that the assessment is objective.

- the independent person(s) may be employed by the duty holder.

Revision of safety cases

These must be submitted:

- 3 months before a material change (such as a change of duty holder)

- 6 weeks prior to implementing the revision if it relates to combined ops but only 21 days prior to implementation if the revision relates to well operations

- after an accumulation of small changes could constitute a material change and in any case 3 months before the end of the 3 year life of a safety case

Notification of well operations

The Duty Holder shall ensure that the drilling of a well (and for a mobile installation, any well operations) shall not commence until at least 21 days after notifying the HSE.

Particulars required in the notification include:

1. Operators details

2. particulars of fluids to be used to control the well

3. particulars of any plant not described in the safety case which is to be used

4. particulars of type of well, its number, slot number and name of field 5. scale diagrams and particulars of -

- the location of the top of the well

- the directional path of the well bore

- the terminal depth and location

- its position, and that of nearby wells, relative to each other

6. A description of the operations on the well or involved in the drilling of the well, and a programme of works which includes:

- commencement and finish dates

- the intended operational state of the well at the end of the operations

7. A description of -

- any simultaneous activities with the potential to cause a major accident

- the hazards associated with such simultaneous activities

8. For a well which is to be drilled

- geological data and any hazards with the potential to cause a major accident

- procedures for monitoring the direction of the well-bore and minimising the likelihood and effects of intersecting nearby wells

- a description of the design of the well, including its safe operational use

9. In the case of an existing well -

- a diagram of the well, its state of repair and its physical condition

- a summary of earlier operations and the purposes for which it has been used

- its current operational state and its production capacity

10. For a mobile installation -

- the foreseeable meteorological and oceanographic conditions

- the depth of water and the properties of the sea bed

- particulars of the arrangements with the operator for managing the operation

For particulars to be included in notification of well operations from a vessel that is not an installation see schedule 6A of the Safety Case Regulations

Documents

The Duty Holder shall keep at an address notified to the HSE and the installation:

a) a copy of the safety case and any revisions, a copy also to be kept on the installation

b) a copy of each audit report for 3 years (also to be kept on the installation) and

- the main findings and recommendations of the report

- the actions and timescales proposed to implement the recommendations

c) a record of any actions taken in consequence of an audit report

d) a copy of the verification scheme (see verification) and any modifications for 6 months after it was current

e) records to show the matters relating to a verification scheme, until 6 months after the scheme has ceased.

Records can be kept electronically or on film provided the information can be reproduced and is secure from loss or interference.

Certification schemes

See verification.

Co-operation

Every person shall co-operate with the duty holder(s) including those involved in combined operations, so far as is necessary to enable them to comply with theprovisions of the safety case regulations.

Further Recommended Reading

A guide to the Safety Case Regulations L 30 HMSO ISBN 0 11882055 9