Oil and Gas Management of Change (MOC) Review Checklist
Management of Change failures are a leading cause of process safety incidents. This checklist ensures all changes at oil and gas facilities are systematically reviewed per OSHA PSM 29 CFR 1910.119(l) MOC requirements.
- Industry: Oil & Gas / Energy
- Frequency: Per Change / Monthly MOC Backlog Review
- Estimated Time: 20-30 minutes
- Role: Process Engineer / PSM Coordinator
- Total Items: 31
- Compliance: OSHA 29 CFR 1910.119(l) - Management of Change, EPA 40 CFR Part 68.75 - Risk Management Program MOC Requirements, API RP 750 - Management of Process Hazards, CCPS Guidelines for the Management of Change for Process Safety
Change Description and Classification
Verify change is properly described and classified.
- Change confirmed as NOT replacement-in-kind (requires MOC review)?
- Technical basis for the change documented?
- Change type categorized (process, equipment, procedure, temporary, organizational)?
- If temporary change, expiration date and extension process defined?
- Scope of change clearly defined to prevent scope creep?
Hazard Review
Ensure hazards of the change are evaluated.
- Hazard review appropriate to change complexity conducted?
- PHA triggered if change modifies process covered by PSM?
- Any new or increased hazards identified and controls documented?
- Impact on existing safeguards and safety systems evaluated?
- Change approved by required authority level for risk level?
Documentation Updates
Verify documentation updates are planned.
- P&ID and process flow diagram updates identified and scheduled?
- Operating, maintenance, and emergency procedures updated or scheduled?
- Equipment specifications, data sheets updated per change?
- Process Safety Information (PSI) updated per 1910.119(d)?
- Pressure relief device adequacy reviewed if process conditions change?
Training and Communication
Plan training for the change.
- All affected personnel identified for change communication and training?
- Training planned before startup for all affected operators and maintenance?
- Training records to be maintained for all trained personnel?
- Contractors working in affected area informed of change?
- Change communication plan covering all shifts and rotations?
Pre-Startup Safety Review (PSSR)
Verify PSSR is planned.
- PSSR required per OSHA 1910.119(i) before startup?
- PSSR checklist prepared for the change?
- PSSR team with required expertise assigned?
- Process for tracking PSSR open items before startup defined?
- PSSR sign-off required before operating on new or modified equipment?
MOC Closeout
Verify MOC is properly closed.
- All MOC required actions completed before closeout?
- All documentation updates confirmed completed?
- Training completion verified for all required personnel?
- Temporary change expiration or extension processed?
- Completed MOC package filed in PSM documentation system?
- Lessons learned captured and shared if applicable?
Related Oil Gas Energy Checklists
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- PSM Mechanical Integrity Inspection Checklist
- Oil and Gas Safety Observation Program Review Checklist
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- Pipeline Integrity and Leak Detection Inspection Checklist
- Refinery Turnaround and Inspection Planning Checklist
Related Process Safety Checklists
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Why Use This Oil and Gas Management of Change (MOC) Review Checklist?
This oil and gas management of change (moc) review checklist helps oil & gas / energy teams maintain compliance and operational excellence. Designed for process engineer / psm coordinator professionals, this checklist covers 31 critical inspection points across 6 sections. Recommended frequency: per change / monthly moc backlog review.
Ensures compliance with OSHA 29 CFR 1910.119(l) - Management of Change, EPA 40 CFR Part 68.75 - Risk Management Program MOC Requirements, API RP 750 - Management of Process Hazards, CCPS Guidelines for the Management of Change for Process Safety. Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What does the Oil and Gas Management of Change (MOC) Review Checklist cover?
This checklist covers 31 inspection items across 6 sections: Change Description and Classification, Hazard Review, Documentation Updates, Training and Communication, Pre-Startup Safety Review (PSSR), MOC Closeout. It is designed for oil & gas / energy operations and compliance.
How often should this checklist be completed?
This checklist should be completed per change / monthly moc backlog review. Each completion takes approximately 20-30 minutes.
Who should use this Oil and Gas Management of Change (MOC) Review Checklist?
This checklist is designed for Process Engineer / PSM Coordinator professionals in the oil & gas / energy industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.