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
  • 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?

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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 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 is a Oil and Gas Management of Change (MOC) Review Checklist?

A Oil and Gas Management of Change (MOC) Review Checklist is a standardized inspection form used by process engineer / psm coordinator to ensure consistent oil & gas operations. It contains 39 inspection points organized into 6 sections. FREE MOC review checklist PDF. Oil and gas facility management of change review covering technical change categorization, hazard review requirements, P&ID updates, procedure updates, training requirements, equipment specifications, temporary change controls, and OSHA 29 CFR 1910.119 PSM Management of Change requirements for process facilities. Download FREE digital template now.

How often should I use this oil & gas checklist?

This checklist is designed to be completed per change / monthly moc backlog review. Regular use ensures compliance with OSHA 29 CFR 1910.119(l) - Management of Change and EPA 40 CFR Part 68.75 - Risk Management Program MOC Requirements and helps identify issues before they become problems.

Can I download this Oil and Gas Management of Change (MOC) Review Checklist as a PDF?

Yes, you can download this checklist as a FREE PDF for printing or offline use. The checklist includes 39 fields across 6 sections and typically takes 20-30 minutes to complete.

What compliance standards does this checklist cover?

This checklist helps ensure 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. Following these standards protects your organization and ensures best practices.

How do I complete this oil & gas inspection checklist?

Begin by completing the header fields for Facility Name, MOC Review Date, MOC Reviewer Name, and MOC Number. Work through each of the 6 sections, marking items Yes or No as applicable. Finally, complete the footer fields and add your signature. The entire process takes approximately 20 to 30 minutes.

What are the key sections in this oil & gas checklist?

This oil & gas checklist is organized into 6 key sections: Change Description and Classification, Hazard Review, Documentation Updates, Training and Communication, Pre-Startup Safety Review (PSSR), MOC Closeout. Each section contains specific inspection points that process engineer / psm coordinator must verify. The structured layout ensures nothing is missed during oil & gas inspections and makes the process efficient, typically taking 20-30 minutes to complete.

Who should use this Oil and Gas Management of Change (MOC) Review Checklist?

This checklist is primarily designed for process engineer / psm coordinator working in oil & gas operations. However, it is also valuable for quality assurance teams, safety officers, compliance managers, and supervisors who need to verify that oil & gas standards are being met. Organizations of all sizes can benefit from using this Oil and Gas Management of Change (MOC) Review Checklist to maintain consistency and accountability.

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