Health management

contract guidelines for

clients and contractors
Addendum to Appendix 3 (HSE plan guidance) of
IOGP Report 423: HSE management guidelines for
working together in a contract environment

The global oil and gas industry association for environmental and social issues
5th Floor, 209215 Blackfriars Road, London SE1 8NL, United Kingdom
Telephone: +44 (0)20 7633 2388 Facsimile: +44 (0)20 7633 2389
E-mail: info@ipieca.org Internet: www.ipieca.org

International Association of Oil & Gas Producers

London office
5th Floor, 209215 Blackfriars Road, London SE1 8NL, United Kingdom
Telephone: +44 (0)20 7633 0272 Facsimile: +44 (0)20 7633 2350
E-mail: reception@iogp.org 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: reception@iogp.org Internet: www.iogp.org

Addendum to Appendix 3 of IOGP 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
Addendum to Appendix 3 (HSE plan guidance) of
IOGP Report 423: HSE management guidelines for
working together in a contract environment

References
IPIECA/IOGP (2006). Controlling Health Risks at Work: A roadmap to Health Risk
Assessment in the oil and gas industry. www.ipieca.org/publication/health-riskassessment
IOGP-IPIECA (2005). A guide to health impact assessments in the oil and gas
industry. www.ipieca.org/publication/health-impact-assessments
IOGP (2010). HSE management guidelines for working together in a contract
environment. IOGP Report 423, June 2010. http://www.ogp.org.uk/pubs/423.pdf
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/publication/managing-health-field-operations-oil-and-gasactivities
IOGP-IPIECA (2012). Fitness to work: Guidance for company and contractor health,
HSE and HR professionals. IOGP Report 470. www.ipieca.org/publication/fitnesswork

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
healthy workforce, community and working
environment by reducing or preventing healthrelated accidents, injuries and illness, disruptions
in operations and, most significantly, loss of life.
Active and collaborative health management by
operator, contractor and their subcontractors is
essential for effectively managing health in the
workplace. This guidance document applies to
all contracts that have a health component as
determined by the Risk Assessment.
The objectives of this document are to provide
guidance on:
l health management system elements,
requirements and deliverables;
l establishing roles and responsibilities
between contractor(s) and client/operator;
l health aspects related to the pre-qualification,
bidding and execution phase; and
l promoting transparency and effective
communication on health management in
contracts.

Although Health, Safety and Environment (HSE)

management has been described in IOGP Report
423, the health aspects of the contracting
environment have not been specifically
addressed. This document provides specific
guidance on managing health in the contract
environment and has been developed for
clients/operators and contractors to assist them
during the contracting process, and may also be
useful for supply chain/procurement, health, HSE
and operational managers.
The roles of clients/operators and contractors
may vary depending on the type of project. This
document provides an additional framework for
the development and implementation of a
sound health management system that should
be applied by clients/operators and contractors
during the contracting process. It is an addendum
to the Health Risk Assessment contained in
Appendix 3 of IOGP report 423:
l Appendix 3: HSE plan guidance;
l
Table 3: HSE plan check list;
Section 4: Risk Management;
- Subsection 4.2: Health Hazards
(see extract below).

Below: extract from Appendix 3 of IOGP report 423, HSE management guidelines for working
together in a contract environment.

Table 3 HSE plan check list

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

Check item

Section 4 Risk management

4.2 Health hazards

4.2.1

Health facilities are defined as part of the contract.

4.2.2

An occupational health programme: identifies health hazards;

assesses the health risks; provides for the control of health hazards;
identifies PPE; identifies prophylactic requirements; provides
emergency cover; applies to all work sites.

4.2.3

A welfare programme, if in place, meets the needs of isolated work

sites.

4.2.4

Local medical facilities are assessed for their appropriateness to

provide for contract needs as and when required.

Required?
y/n

Responsibility? Exists? If not available,

client/contractor
y/n
when needed?

HEALTH MANAGEMENT CONTRACT GUIDELINES FOR CLIENTS AND CONTRACTORS

This document provides a more robust and

updated health management checklist that can
be used as a framework for clients/operators and
contractors to agree on their respective
responsibilities and tasks.

A Health Management Plan should include

(see Table 1):
Section 1: Health Risk Assessment
Section 2: Industrial Hygiene and Ergonomics
Section 3: Medical Emergency Management

Benefits of this guideline include:

l supporting business continuity by preventing
health-related business disruptions;
l reducing health-related risks and improving
workforce health and working conditions;
l promoting compliance with relevant laws and
regulations;
l enhancing operator and contractor
relationships and reputation with the
community; and
l helping to ensure that the operatorcontractor relationship is effective and
efficient.
The checklist shown in Table 1 summarizes the
health requirements and processes necessary in
oil and gas operations.

Health Management Plan

The first step in developing an effective health
management system is to have a Health
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 locationspecific health risks.

Section 4: Management of Illness

Section 5: Fitness for Work Assessment and
Health Surveillance
Section 6: Health Impact Assessment
Section 7: Health Reporting and Record
Management
Section 8: Health Promotion

Contractual considerations
The checklist should be reviewed by the
client/operator and contractor during the
contracting process. It is strongly recommended
that health professionals with experience in the
type of business operation being arranged/
planned are consulted for advice and guidance
during this process.
All items should also apply to subcontractors.

IOGP IPIECA

Check item

Responsibility:
operator or
contractor?

Exists? Yes / No

Subject

Item
no.

Required?
Yes / No / n/a

Health management checklist

If not
available,
when is it
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 companys reputation. (Source: IPIECA/IOGP, 2006: www.ipieca.org/publication/health-risk-assessment)

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

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)).

Location health practices and programmes will be compliant with

the local laws and regulations.

Identified health-related risks and mitigation measures will be

communicated in a timely manner.

The risk assessment will be periodically reviewed and communicated.

The risk assessment will be reviewed in response to changes in

activities, equipment or personnel.

HEALTH MANAGEMENT CONTRACT GUIDELINES FOR CLIENTS AND CONTRACTORS

Check item

Responsibility:
operator or
contractor?

Exists? Yes / No

Subject

Item
no.

Required?
Yes / No / n/a

Health management checklist (continued)

If not
available,
when is it
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

A chemical register will be maintained at the operational site along

with the associated safety data sheets.

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/publication/managing-health-field-operations-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

IOGP IPIECA

Check item

Responsibility:
operator or
contractor?

Exists? Yes / No

Subject

Item
no.

Required?
Yes / No / n/a

Health management checklist (continued)

If not
available,
when is it
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/publication/managing-health-field-operations-oiland-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/publication/fitness-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.

HEALTH MANAGEMENT CONTRACT GUIDELINES FOR CLIENTS AND CONTRACTORS

Check item

Responsibility:
operator or
contractor?

Exists? Yes / No

Subject

Item
no.

Required?
Yes / No / n/a

Health management checklist (continued)

If not
available,
when is it
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, 2005: 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

IOGP IPIECA

Check item

Responsibility:
operator or
contractor?

Exists? Yes / No

Subject

Item
no.

Required?
Yes / No / n/a

Health management checklist (continued)

If not
available,
when is it
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.

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 industrys 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, 209215 Blackfriars Road, London SE1 8NL, United Kingdom
Telephone: +44 (0)20 7633 2388 Facsimile: +44 (0)20 7633 2389
E-mail: info@ipieca.org 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 IOGPs role in promulgating best practices, particularly in the areas of
health, safety, the environment and social responsibility.

London office
5th Floor, 209215 Blackfriars Road, London SE1 8NL, United Kingdom
Telephone: +44 (0)20 7633 0272 Facsimile: +44 (0)20 7633 2350
E-mail: reception@iogp.org 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: reception@iogp.org Internet: www.iogp.org

IOGP-IPIECA 2015 All rights reserved.