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
- 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 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 is a Oil and Gas Process Safety KPI Monthly Review Checklist?
A Oil and Gas Process Safety KPI Monthly Review Checklist is a standardized inspection form used by process safety engineer / hse manager to ensure consistent oil & gas operations. It contains 39 inspection points organized into 6 sections. FREE process safety KPI checklist PDF. Monthly oil and gas process safety key performance indicator review covering LOPC (Loss of Primary Containment) incidents, tier classification, process safety event rates, demand on safety systems, safety system functional failures, and API RP 754 Process Safety Performance Indicators for oil and gas facilities. Download FREE digital template now.
How often should I use this oil & gas checklist?
This checklist is designed to be completed monthly. Regular use ensures compliance with API RP 754 - Process Safety Performance Indicators for the Refining and Petrochemical Industries and OSHA PSM 29 CFR 1910.119 - Process Safety Management and helps identify issues before they become problems.
Can I download this Oil and Gas Process Safety KPI Monthly 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 30-45 minutes to complete.
What compliance standards does this checklist cover?
This checklist helps ensure 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. 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, Monthly Review Date, PSM Coordinator Name, and Month Being Reviewed. 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 30 to 45 minutes.
What are the key sections in this oil & gas checklist?
This oil & gas checklist is organized into 6 key 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. Each section contains specific inspection points that process safety engineer / hse manager must verify. The structured layout ensures nothing is missed during oil & gas inspections and makes the process efficient, typically taking 30-45 minutes to complete.
Who should use this Oil and Gas Process Safety KPI Monthly Review Checklist?
This checklist is primarily designed for process safety engineer / hse manager 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 Process Safety KPI Monthly Review Checklist to maintain consistency and accountability.