Course Description

OSHA expects that process hazard analysis (PHA) team leaders be qualified to lead PHAs using such methods as the hazard and operability (HAZOP) study.

This course helps prepare team leaders to facilitate PHA study teams.  In addition to receiving expert instruction on the technical and managerial procedures involved with leading a PHA team, you’ll form a study team with other participants and take turns leading the team. This workshop exercise is overseen by an instructor who will give feedback on your performance. While Primatech’s PHA software, PHAWorks RA Edition, will be used by attendees during the workshop sessions of the course, the PHA for Team Leaders course is not a software course, and instruction in the software is not included.

Upon completing this course you will receive certification of training to satisfy OSHA’s requirements for PHA team leaders.

The course provides you with specific detailed guidelines for facilitating PHA studies, including PHA Revalidations, which you will practice in workshop sessions. Participants discover the tactics and success factors that help ensure a successful study.

You will learn:

• How hazard scenarios are defined
• Where and when to use PHA
• Regulatory requirements for PHA
• How hazards are identified
• What PHA methods are available
• Pros and cons of different PHA methods
• Why defining a study charter is important
• Requirements for team leaders, scribes, and team members
• What information to collect in advance
• Requirements for PHA facilities
• How to node process diagrams
• Rules for team behavior
• How to manage PHA teams
• How to conduct a PHA study
• How to manage study quality
• How to record PHA studies
• Use of PHA software
• Meaning of design intent in HAZOP studies
• Use of guidewords and parameters in HAZOP studies
• Guidelines for completing PHA worksheets
• Use of risk matrices to rank risks
• Importance of addressing common cause failures
• Meaning of enabling events / conditions
• How to address human factors and facility siting in PHA studies
• How to address utilities in PHA
• Importance of including all modes of operation
• How to perform PHA for process changes
• How to perform PHA on batch processes
• Procedures for updating and revalidating PHA studies
• Requirements for study documentation and reporting
• Importance of follow-up for studies
• Cautions in using PHA

Objective

Learn to organize and lead process hazard analysis studies, including PHA Revalidations, using the HAZOP and "What-If" techniques.

Target Audience

Engineers and others responsible for leading PHA studies.

Prerequisite

The ability to understand P&IDs and a technical background in process plants are required.

Course Contents

• Overview of PHA
• Hazard Scenarios
• PHA Regulatory Requirements
• Hazard Identification, HAZID
• PHA Methods Overview
  • Checklist
  • What-If
  • Hazard and Operability (HAZOP)
  • Failure Modes and Effects Analysis (FMEA)
  • Fault Tree Analysis (FTA)
  • Major Hazards Analysis (MHA)
  • Preliminary Hazard Analysis (PrHA)
  • Event Tree Analysis (ETA)
  • Cause/Consequence Analysis (CCA)
  • Bow Tie Analysis (BTA)
• Process Hazard Review (PHR)
• Preparing and Organizing PHA Studies
• Subdividing the Process for Study
• Inherent Safety Review
• The First Session
• Completing the PHA Worksheet
  • Team Leader Role and Responsibilities
  • Recording PHA Studies
  • Design Intent, Parameters and Deviations
  • Causes
  • Events
  • Consequences
  • Safeguards
  • Enablers
  • Risk Ranking
  • Recommendations
  • Overall Guidelines
• Meeting Regulatory Requirements
• Leadership Skills for Managing the Team
• Management of PHA Studies
• Multiple Failures in PHA
• Human Failures and Human Factors in PHAs
• Facility Siting in PHAs
• Utilities and Support Systems in PHA
• Modes of Operation in PHAs
• PHA of Process Changes
• PHA for Batch Processes
• Quality Control in PHA Studies
• PHA Revalidation Overview
• Preparing for PHA Revalidations
• Conducting and Documenting PHA Revalidations
• PHA Report Preparation
• Managing the Follow-Up of PHA Results

Duration / Credits

• Five days
• 3.5 CEUs or 35 PDHs awarded 

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