Oil and Gas Process Safety KPI Monthly Review Checklist
Process safety KPI monitoring is essential to identifying leading indicators of major accidents. This monthly review covers all Tier 1-4 process safety performance indicators per API RP 754 requirements.
- Industry: Oil & Gas / Energy
- Frequency: Monthly
- Estimated Time: 30-45 minutes
- Role: Process Safety Engineer / HSE Manager
- Total Items: 31
- Compliance: API RP 754 - Process Safety Performance Indicators for the Refining and Petrochemical Industries, OSHA PSM 29 CFR 1910.119 - Process Safety Management, CCPS Process Safety Leading and Lagging Metrics, IOGP Report 456 - Process Safety Recommended Practice on Key Performance Indicators
Tier 1 and Tier 2 Events (Lagging Indicators)
Review LOPC events by tier.
- Tier 1 LOPC events (significant consequence) count for month documented?
- Tier 2 LOPC events (lesser consequence) count for month documented?
- All Tier 1 events investigated with root cause identified?
- Tier 1 events reported to API and regulatory authorities as required?
- Process Safety Event Rate (PSER) calculated for month and year-to-date?
Tier 3 and Tier 4 Leading Indicators
Review leading indicator performance.
- Tier 3 - Demands on Safety Systems (SIL) count and rate tracked?
- Tier 3 - Safety system functional failures documented?
- Tier 3 - Process safety near-miss events reported and investigated?
- Tier 4 leading indicators (inspection overdue, CAPA overdue, training compliance) tracked?
- Overdue mechanical integrity inspections count tracked as Tier 4 indicator?
Safety Critical Element Performance
Review SCE performance.
- Safety Critical Element (SCE) performance monitoring current for the month?
- SIS functional testing completion rate on target?
- All SCE bypasses/impairments documented and managed?
- Mechanical integrity inspection completion rate meeting target?
- SCE failures investigated and corrected within required timeframes?
PSM Program Metrics
Review PSM program performance.
- MOC system - open MOCs within target completion time?
- PHA revalidation schedule on track with none overdue?
- PSM CAPA closure rate meeting monthly target?
- Process safety incident investigation completion rate on target?
- Pre-Startup Safety Reviews completed for all applicable changes?
Personnel Competency and Training
Review PSM training metrics.
- Operator initial and refresher training compliance rate meeting target?
- Contractor PSM orientation completion rate?
- Operator Qualification (OQ) current for all covered tasks?
- Process safety refresher training for critical roles on schedule?
- Emergency response and well control drills completed per schedule?
Reporting and Documentation
Compile PS KPI report.
- Monthly PS KPI report prepared with all tier data?
- Tier 1 and Tier 2 events submitted to API PSE database?
- Year-to-date trend analysis for all KPIs included?
- PS KPI report reviewed with facility management?
- Facility performance benchmarked against API industry data?
- Monthly PS KPI report filed in PSM documentation system?
Related Oil Gas Energy Checklists
- Process Hazard Analysis (PHA) Review and Update Checklist
- PSM Mechanical Integrity Inspection Checklist
- Oil and Gas Management of Change (MOC) Review Checklist
- Oil and Gas Safety Observation Program Review Checklist
- Oilfield Daily Safety and Operations Inspection Checklist
- Pipeline Integrity and Leak Detection Inspection Checklist
- Refinery Turnaround and Inspection Planning Checklist
Related Process Safety Checklists
- Process Hazard Analysis (PHA) Review and Update Checklist - FREE Download
- PSM Mechanical Integrity Inspection Checklist - FREE Download
- Oil and Gas Management of Change (MOC) Review Checklist - FREE Download
Why Use This Oil and Gas Process Safety KPI Monthly Review Checklist?
This oil and gas process safety kpi monthly review checklist helps oil & gas / energy teams maintain compliance and operational excellence. Designed for process safety engineer / hse manager professionals, this checklist covers 31 critical inspection points across 6 sections. Recommended frequency: monthly.
Ensures compliance with API RP 754 - Process Safety Performance Indicators for the Refining and Petrochemical Industries, OSHA PSM 29 CFR 1910.119 - Process Safety Management, CCPS Process Safety Leading and Lagging Metrics, IOGP Report 456 - Process Safety Recommended Practice on Key Performance Indicators. Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What does the Oil and Gas Process Safety KPI Monthly Review Checklist cover?
This checklist covers 31 inspection items across 6 sections: Tier 1 and Tier 2 Events (Lagging Indicators), Tier 3 and Tier 4 Leading Indicators, Safety Critical Element Performance, PSM Program Metrics, Personnel Competency and Training, Reporting and Documentation. It is designed for oil & gas / energy operations and compliance.
How often should this checklist be completed?
This checklist should be completed monthly. Each completion takes approximately 30-45 minutes.
Who should use this Oil and Gas Process Safety KPI Monthly Review Checklist?
This checklist is designed for Process Safety Engineer / HSE Manager 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.