Health management

contract guidelines for

clients and contractors
Guide to preparing HSE plans and Bridging
documents – Supplement to Report 423
The global oil and gas industry association for environmental and social issues

5th Floor, 209–215 Blackfriars Road, London SE1 8NL, United Kingdom
Telephone: +44 (0)20 7633 2388 Facsimile: +44 (0)20 7633 2389
E-mail: [email protected] Internet: www.ipieca.org

International Association of Oil & Gas Producers

London office
5th Floor, 209–215 Blackfriars Road, London SE1 8NL, United Kingdom
Telephone: +44 (0)20 7633 0272 Facsimile: +44 (0)20 7633 2350
E-mail: [email protected] Internet: www.iogp.org

Brussels office
Boulevard du Souverain 165, 4th Floor, B-1160 Brussels, Belgium
Telephone: +32 (0)2 566 9150 Facsimile: +32 (0)2 566 9159
E-mail: [email protected] Internet: www.iogp.org

Addendum to IOGP report 423-02: Guide to preparing HSE plans and Bridging
documents - A supplement to report 423

© IOGP-IPIECA 2015 All rights reserved.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any
means, electronic, mechanical, photocopying, recording or otherwise, without the prior consent of IPIECA/IOGP.
Health management
contract guidelines for
clients and contractors
Guide to preparing HSE plans and Bridging
documents – Supplement to Report 423

References

IPIECA/IOGP (2006). Controlling Health Risks at Work: A roadmap to Health Risk

Assessment in the oil and gas industry. www.iogp.org/bookstore/product/a-
roadmap-to-health-risk-assessment-in-the-oil-gas-industry

IOGP-IPIECA (2016). Health impact assessment. A guide for the oil and gas industry.
www.ipieca.org/news/ipieca-iogp-launches-the-revised-health-impact-
assessment-guide

IOGP (2017). HSE management guidelines for working together in a contract

environment. IOGP Report 423, April 2017.
www.iogp.org/bookstore/product/hse-management-guidelines-for-working-
together-in-a-contract-environment

IOGP-IPIECA (2011). Managing health for field operations in oil and gas activities. A
guide for managers and supervisors in the oil and gas industry. IOGP Report 343.
www.ipieca.org/resources/good-practice/managing-health-for-field-operations-
in-oil-and-gas-activities

IOGP-IPIECA (2012). Fitness to work: Guidance for company and contractor health,
HSE and HR professionals. IOGP Report 470. www.ipieca.org/resources/good-
practice/fitness-to-work

Acknowledgements
This document was prepared by the Company-Contractor Relationship in Health
Management Task Force on behalf of the Health Committee.
 IOGP • IPIECA

Purpose
Effective health management systems promote a Although Health, Safety and Environment (HSE)
healthy workforce, community and working management has been described in IOGP Report
environment by reducing or preventing health- 423, the health aspects of the contracting
related accidents, injuries and illness, disruptions environment have not been specifically
in operations and, most significantly, loss of life. addressed. This document provides specific
guidance on managing health in the contract
Active and collaborative health management by environment and has been developed for
operator, contractor and their subcontractors is clients/operators and contractors to assist them
essential for effectively managing health in the during the contracting process, and may also be
workplace. This guidance document applies to useful for supply chain/procurement, health, HSE
all contracts that have a health component as and operational managers.
determined by the Risk Assessment.
The roles of clients/operators and contractors
The objectives of this document are to provide may vary depending on the type of project. This
guidance on: document provides an additional framework for
l health management system elements, the development and implementation of a
requirements and deliverables; sound health management system that should
l establishing roles and responsibilities be applied by clients/operators and contractors
between contractor(s) and client/operator; during the contracting process. It is an addendum
l health aspects related to the pre-qualification, to IOGP Report 423-02: Guide to preparing HSE
bidding and execution phase; and plans and Bridging documents – supplement to
l promoting transparency and effective Report 423:
communication on health management in l Annex A—HSE Plan Checklist;

contracts. l Section 5: Risk assessment and control;

- Subsection 5A: Health—Risk assessment
and control (page 19)
(see extract below).

Annex A – HSE Plan Checklist

The following generic checklist can be applied by clients in Mode 1 or the contractor operating in Mode 2 or 3.

Item Check item Required? Responsibility – Exists? If not available,

y/n client or contractor y/n when needed?
Section 5: Risk assessment and control
Sub-section 5A: Health – Risk assessment and control

5.9 Address risks related to ill health including; effective controls/

barriers to eliminate or reduce risks, to prevent escalation,
mitigate consequences and facilitate recovery to be implemented
with respect to each risk are documented. These have been
communicated to contract personnel.

5.10 A Health Management Plan has been established, if relevant, for

the contract (part of HSE plan) including:
A. Health Risk Assessment
B. Industrial Hygiene and Ergonomics
C. Medical Emergency Management
D. Management of Illness
E. Fitness for Work Assessment and Health Surveillance
F. Health Impact Assessment
G. Health Reporting and Record Management
H. Health Promotion.

2
 HEALTH MANAGEMENT CONTRACT GUIDELINES FOR CLIENTS AND CONTRACTORS

This document provides a more robust and A Health Management Plan should include
updated health management checklist that can (see Table 1):
be used as a framework for clients/operators and
Section 1: Health Risk Assessment
contractors to agree on their respective
responsibilities and tasks. Section 2: Industrial Hygiene and Ergonomics

Section 3: Medical Emergency Management

Benefits of this guideline include:
l supporting business continuity by preventing
Section 4: Management of Illness
health-related business disruptions; Section 5: Fitness for Work Assessment and
l reducing health-related risks and improving Health Surveillance
workforce health and working conditions;
Section 6: Health Impact Assessment
l promoting compliance with relevant laws and

regulations; Section 7: Health Reporting and Record

l enhancing operator and contractor Management
relationships and reputation with the
Section 8: Health Promotion
community; and
l helping to ensure that the operator-

contractor relationship is effective and

efficient. Contractual considerations

The checklist shown in Table 1 summarizes the The checklist should be reviewed by the
health requirements and processes necessary in client/operator and contractor during the
oil and gas operations. contracting process. It is strongly recommended
that health professionals with experience in the
type of business operation being arranged/
Health Management Plan planned are consulted for advice and guidance
during this process.
The first step in developing an effective health
management system is to have a Health All items should also apply to subcontractors.
Management Plan. This plan should be based on
good practices in occupational health and
industrial hygiene, emergency medicine, primary
care, wellness, and health promotion and public
health, which address local legal requirements,
the health needs of the workforce and location-
specific health risks.

3
 IOGP • IPIECA

Health management checklist

Exists? Yes / No
Yes / No / n/a
If not

Required?
Responsibility:
Item available,
Subject Check item operator or
no. when is it
contractor?
needed?

Section 1: Health Risk Assessment

The Health Risk Assessment (HRA) is a systematic process to identify health risks and prevent and mitigate these risks. The HRA identifies
risks that have the potential to: cause injury or illness; disrupt operations owing to medical issues; and increase costs owing to lost
productivity, medical treatments and potential litigation. This helps to improve workforce health and safety and regulatory compliance,
and protects the company’s reputation. (Source: IPIECA/IOGP, 2006: www.iogp.org/bookstore/product/a-roadmap-to-health-risk-
assessment-in-the-oil-gas-industry)

1 Health hazards will be identified and risks assessed.

a) Geographical location, e.g. altitude, temperature
b) Physical, e.g. noise, vibration
c) Chemical, e.g. mercury, benzene, silica
d) Biological, e.g. legionella, mould, blood-borne pathogens,
malaria
e) Psychosocial, e.g. remoteness, substance misuse, fasting
observance
f ) Ergonomics hazards
g) Health hazards resulting from fatigue

2 A plan will be in place to prevent, mitigate and control health risks in

conformance with the hierarchy of controls (elimination,
substitution, modification, containment, isolation, procedures,
education and training and personal protective equipment (PPE)).

3 Location health practices and programmes will be compliant with

the local laws and regulations.

4 Identified health-related risks and mitigation measures will be

communicated in a timely manner.

5 The risk assessment will be periodically reviewed and communicated.

6 The risk assessment will be reviewed in response to changes in

activities, equipment or personnel.

4
 HEALTH MANAGEMENT CONTRACT GUIDELINES FOR CLIENTS AND CONTRACTORS

Health management checklist (continued)

Exists? Yes / No
Yes / No / n/a
If not

Required?
Responsibility:
Item available,
Subject Check item operator or
no. when is it
contractor?
needed?

Section 2: Industrial Hygiene and Ergonomics

The oil and gas working environment can potentially expose people to hazards (e.g. physical, chemical, biological, ergonomic and
psychosocial) that may result in injury and illness. Industrial hygiene involves the anticipation, recognition, evaluation and control of
workplace hazards. Proper ergonomic design is necessary to prevent musculoskeletal disorders, which can develop over time and can
lead to long-term disability. It also helps prevent major accidents and improves productivity.

7 Workplace exposure monitoring based on the HRA (see Section 1)

will be used to confirm the magnitude of risk and the ongoing
effectiveness of control measures, and identify workers for health
surveillance (see Section 5).
a) Physical, e.g. noise, vibration
b) Chemical, e.g. mercury, benzene, silica
c) Biological, e.g. legionella, mould, blood-borne pathogens

8 A chemical register will be maintained at the operational site along

with the associated safety data sheets.

9 Ergonomics assessments will be conducted based on the HRA

(see Section 1)

Section 3: Medical Emergency Management

Medical emergency management is the process for providing resources, such as qualified personnel (e.g. first-aiders, medics, doctors),
transportation options (e.g. ambulance, helicopter) and appropriate medical facilities (e.g. primary care clinic) for emergency response.
This process should be site-specific based on the HRA. It should be communicated, integrated in the operating location procedures and
drilled on a regular basis.
Resources and recommendations for minimum medical emergency management can be found in IOGP-IPIECA, 2011: Managing health
for field operations in oil and gas activities. A guide for managers and supervisors in the oil and gas industry.
(www.ipieca.org/resources/good-practice/managing-health-for-field-operations-in-oil-and-gas-activities)

10 A risk-based Medical Emergency Response Plan (MERP) will be

developed, documented and reviewed, and should include a mass
casualty scenario. The MERP will be drilled and regularly updated.

11 The MERP will identify appropriate communication and

transportation options for various emergency scenarios.

12 The MERP will be integrated into company processes and procedures,

clearly communicated to the workforce and subject to regular drills.

13 The risk-based assessment will define the provision of first aid and
the use of cardiopulmonary resuscitation (CPR)/defibrillator which,
ideally, should be provided within 4 minutes.

continued …

5
 IOGP • IPIECA

Health management checklist (continued)

Exists? Yes / No
Yes / No / n/a
If not

Required?
Responsibility:
Item available,
Subject Check item operator or
no. when is it
contractor?
needed?

… Section 3: Medical Emergency Management (continued)

14 The risk-based assessment will define the provision of emergency

medical care by an approved health professional which, ideally,
should be provided within 60 minutes.

15 The MERP will identify approved primary (emergency stabilization,

e.g. heart attack) secondary and tertiary health-care providers
(hospital).

16 Provision and management of the following will be defined:

l Healthcare facility

l Healthcare staff

l Equipment, supplies and medication and communication

modes, clinical and pharmacological protocols

l Ambulance or medical transport

17 Programmes will be in place to respond to, and manage, infectious

disease outbreaks occurring within operational locations.

Section 4: Management of Illness

Managing illness requires access to medical facilities, as well as counselling and employee assistance where appropriate.

18 Access to work-related and non-work-related medical care will be

available as determined by the HRA. (Source: IOGP-IPIECA, 2011:
www.ipieca.org/resources/good-practice/managing-health-for-field-
operations-in-oil-and-gas-activities)

Section 5: Fitness for Work Assessment and Health Surveillance

The fitness for work process assesses the workers’ physical, mental and social capabilities to perform specific jobs/tasks safely with or
without restriction or limitation. (Source: IOGP-IPIECA, 2012: www.ipieca.org/resources/good-practice/fitness-to-work)

Health surveillance monitors the health of the worker exposed to workplace health hazards. Health surveillance may be required by
local regulations or law if the employees are exposed to some specific risks (noise, chemicals, etc).

19 Job tasks and assignments requiring fitness for work evaluation will
be identified.

20 Fitness for work process and protocols (e.g. OGUK) will be established
and compliant with local legal requirements and best practices.

21 Health surveillance (e.g. audiometry) will be conducted, where

indicated by exposure monitoring (e.g. noise), and compliant with
local legal requirements and HRA.

6
 HEALTH MANAGEMENT CONTRACT GUIDELINES FOR CLIENTS AND CONTRACTORS

Health management checklist (continued)

Exists? Yes / No
Yes / No / n/a
If not

Required?
Responsibility:
Item available,
Subject Check item operator or
no. when is it
contractor?
needed?

… Section 5: Fitness for Work Assessment and Health Surveillance (continued)

22 Process and Protocols for health surveillance will be established and

compliant with local legal requirements and HRA.

Section 6: Health Impact Assessment

Health Impact Assessment (HIA) is the process of assessing the potential impact of a policy, project or company operations on the
health of local communities (outside the fence). It may be integrated with the environmental and social impact assessment where
relevant. (Source: IOGP-IPIECA, 2016: www.ipieca.org/publication/health-impact-assessments)

23 An HIA will be conducted.

24 Control plans will be communicated and implemented.

Section 7: Health Reporting and Record Management

The purpose of this section is to ensure that work-related health incidents are reported and work- and non-work related health records
are managed and retained.

25 Work related illness and injury cases will be recorded and reported.

26 A process to monitor sickness absence will be in place.

27 Employee health records (work- and non-work related) are

maintained, confidentially in compliance with the local
legislation/regulations.

28 A record management process will be implemented and maintained

for these records:
a. Safety Data Sheets (raw materials and products)
b. Work duties/tasks
c. Health risk assessments
d. Health impact assessments
e. Exposure monitoring results (both workplace and worker)
f. Fitness for work assessments
g. Health surveillance
h. Communicable diseases

continued …

7
 IOGP • IPIECA

Health management checklist (continued)

Exists? Yes / No
Yes / No / n/a
If not

Required?
Responsibility:
Item available,
Subject Check item operator or
no. when is it
contractor?
needed?

Section 8: Health Promotion

An effective interface between public health agencies and clients/operator and contractor occupational health can mitigate major
business risks and help plan timely response to major outbreaks of infectious diseases. Health conditions, e.g. cardiovascular disease,
obesity, tobacco use, mental health issues and substance misuse, may impact workforce productivity. Communicable diseases and
broader pandemics can also pose a threat to workforce health. Health promotion efforts can positively impact productivity, reduce
absence and costs, and improve morale.

29 A programme will be in place to identify key worker health and the

wellness concerns of workers (e.g. smoking, obesity, heart disease,
high-risk behaviour).

30 A programme will be in place to educate workers on prevention and

risk reduction (e.g. anti-smoking and fitness campaigns).

31 Workers will have access to healthy food options.

32 Workers will have access to fitness options.

33 Sourcing, provision and preparation of food and water will be

defined.

34 Food and drinking water safety management processes will be

established and maintained in line with Hazard Analysis Critical
Control Point (HACCP) principles.

35 Inspections and audits will be conducted to monitor HACCP

controls.

36 Worker welfare programme will be defined (e.g. culture, recreation,

communication, psychological support).

37 Where living accommodations are provided, they will be consistent

with the relevant international housing (heating ventilation and air
conditioning) and sanitation standards e.g. International Finance
Corporation (IFC), International Maritime Organization (IMO)
standards.

8
This page is intentionally blank
IPIECA is the global oil and gas industry association for environmental and social issues. It develops,
shares and promotes good practices and knowledge to help the industry improve its environmental and
social performance, and is the industry’s principal channel of communication with the United Nations.
Through its member-led working groups and executive leadership, IPIECA brings together the collective
expertise of oil and gas companies and associations. Its unique position within the industry enables its
members to respond effectively to key environmental and social issues.

5th Floor, 209–215 Blackfriars Road, London SE1 8NL, United Kingdom
Telephone: +44 (0)20 7633 2388 Facsimile: +44 (0)20 7633 2389
E-mail: [email protected] Internet: www.ipieca.org

IOGP represents the upstream oil and gas industry before international organizations including the
International Maritime Organization, the United Nations Environment Programme (UNEP) Regional
Seas Conventions and other groups under the UN umbrella. At the regional level, IOGP is the industry
representative to the European Commission and Parliament and the OSPAR Commission for the North
East Atlantic. Equally important is IOGP’s role in promulgating best practices, particularly in the areas of
health, safety, the environment and social responsibility.

London office
5th Floor, 209–215 Blackfriars Road, London SE1 8NL, United Kingdom
Telephone: +44 (0)20 7633 0272 Facsimile: +44 (0)20 7633 2350
E-mail: [email protected] Internet: www.iogp.org

Brussels office
Boulevard du Souverain 165, 4th Floor, B-1160 Brussels, Belgium
Telephone: +32 (0)2 566 9150 Facsimile: +32 (0)2 566 9159
E-mail: [email protected] Internet: www.iogp.org

© IOGP-IPIECA 2015 All rights reserved.