Professional Documents
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Safety Management
NMA SBU Standardized OE Process
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NMA SBU/GU Contractor HES Management
Contents
1.0 Process Overview .......................................................................................................................... 1
2.0 Procedures ..................................................................................................................................... 3
3.0 Resources, Roles and Responsibilities .......................................................................................... 7
4.0 Measurement and Verification .................................................................................................... 11
5.0 Continual Improvement .............................................................................................................. 13
6.0 Document Control Information ................................................................................................... 13
7.0 Document List ............................................................................................................................. 13
1.2 Scope
A contractor is defined as any company or individual that is under contract, subcontract or
purchase order that performs work or provides services to or for Chevron.
This process is not intended to be applied for personal service contractors (one-person
contractor firms or individuals directly contracted by Chevron).
The attached NMA SBU CHESM Operational Control Diagram provides further description
of the interpretation of operational control in the context of OE processes. This diagram was
developed by the CIEP Incident Investigations and Reporting Community of Practice in
alignment with Chevrons Operational Excellence Data Requirements and Definitions and
the CHESM process scope.
1.2.2 Sub-Contractors
For the purpose of this CHESM process, subcontractors are considered part of the contractor
workforce; therefore, this process does apply to subcontractors. However, it is the responsibility
of the main contractors to ensure that their subcontractors are evaluated and meet the process
requirements.
3. A set of key performance indicator targets for each high and medium risk contract shall
be established and monitored and agreed to by the Contract Owner and the Contractor
Management Representative.
4. Contractor engagement activities designed to build HES culture for all levels of
contractor personnel shall be established, conducted and monitored.
5. Each contractor considered for selection shall be assigned an HES rating based on the
scope of services as specified in the contract(s) according to the qualification procedure.
Selection of contractor shall include consideration of the contractor's current HES rating
and capability.
6. An SBU standard HES exhibit outlining HES expectations shall be included in each
contract. This SBU HES exhibit shall be aligned with the Global Upstream standard
HES Exhibit.
7. Pre-job activities shall be held before the start of work to ensure that contractors have
the appropriate procedures, risk identification and mitigation plans in place.
8. Interim contractor performance review shall be conducted at a minimum annually for
high and medium risk contracts, or more frequent if significant events warrant review.
9. End-of-contract HES performance evaluation shall be completed for every contract
within one month of the end of the contract period.
2.0 Procedures
2.1 Overview
In alignment with the Chevron Contractor Safety Management Guidance Document, the
procedures within this CHESM process are structured as follows:
Leadership roles and accountability
Active contractor engagement
Business planning
NMA SOP 103Evaluation and selection
Pre-job review
Work in progress
End-of-contract evaluation
2.2 Details
Each section below links to a document or procedure related to CHESM.
The NMA SBU CHESM-LT shall conduct its meetings on a regular basis, at least
once per quarter. Subjects to be addressed in the meetings are listed in the
procedure.
A Contract Owner is a Chevron employee who is assigned to specific contract/s
to ensure that the HES aspects of those contracts are properly managed. The
Contract Owner shall be held accountable for the HES performance of the
assigned contract. Responsibilities of Contract Owners are listed in the linked
procedure.
Each contracting firm shall identify a management representative who shall be
the primary contact person for the Contract Owner. This Contractor Management
Representative shall be an individual who has commercial authority for the
contractor firm represented.
Within the NMA SBU, the Contract Owner is accountable for this process but
can identify and designate a representative to assist with the implementation of
this process.
Contract Owners and the Strategic Procurement and Contracts Manager, assisted
by the HES Manager, are responsible for the business planning procedure.
The Contract Owner or designee is responsible for the completion of NMA SBU
CHESM New Project/Job Checklist and approval by operations.
2.2.8 Training
Title: NMA SBU CHESM Training Material
Description: All leaders in NMA SBU who have a contractor workforce in their work unit and
all HES and contract/supply chain personnel dealing with third-party services
shall be required to go through a training session to ensure understanding of this
process and its requirements. NMA SBU specific training materials will be
provided by the NMA SBU OE/ HES Group and additional support materials
may be provided to the GU CHESM Community of Practice.
2.2.9 Glossary
Title: NMA SBU Glossary of CHESM Terms
Description: This document contains definitions for the major terms used in the CHESM
process.
NMA SBU CHESM Process Supo Shadiya Director CNL /NNPC JV Operations
Sponsor:
NMA SBU CHESM Process Sola Oyetade Team Lead Contractor Safety
Advisor:
The following table outlines the roles and responsibilities associated with this process.
Table 2: Responsibilities and Competencies
Some roles associated with the CHESM process vary in involvement for the individual
procedures. To provide a summary view of these different roles and responsibilities relative to
each procedure, a NMA SBU CHESM Roles and Responsibilities Matrix is provided in the
NMA SBU - CHESM Support Materials folder.
4.1 Measurement
The following metrics shall be tracked to determine that the CHESM process is effective in
meeting its stated purpose. Measures shall include the following:
4.2 Verification
The following steps shall be conducted to verify process performance.
5.3 Contents
The continual improvement plan for OE processes shall identify the following:
Improvement opportunities and gaps to be closed
Resources required
Responsible person(s)
Timing and milestones for improvements
NMA SBU CHESM Mitigation Plan NMA SBU -- CHESM Mitigation Plan Tracking Table
Tracking Table
NMA SBU / GU Contract HES Exhibit NMA SBU Contract HES Exhibit
NMA SBU CHESM New Project/Job NMA SBU CHESM New Project/Job Checklist
Checklist
NMA SBU / GU CHESM Work-In- NMA SBU CHESM Work-In-Progress Procedure
Progress Procedure
NMA SBU / GU CHESM End-of- NMA SBU CHESM End-Of-Contract Evaluation Procedure
Contract Evaluation Procedure
NMA SBU / GU Glossary of CHESM NMA SBU Glossary of CHESM Terms
Terms
NMA SBU / GU CHESM Roles and NMA SBU CHESM Roles and Responsibilities Matrix
Responsibilities Matrix
NMA SBU CHESM Support Materials NMA SBU - CHESM Support Materials
NMA SBU / GU CHESM Contract NMA SBU CHESM Contract Owner Key Responsibilities Log
Owner Key Responsibilities
NMA SBU / GU CHESM Quality Fitness NMA SBU CHESM Quality Fitness Review (QFR)
Review (QFR)
Continual Improvement Plan Template NMA SBU - Continual Improvement Plan Template