Guidelines for Defining Process Safety Competency Requirements

This Guideline presents the framework of process safety knowledge and expertise versus the desired competency level in a "super-matrix" format, vertically and diagonally. The matrix references for potential remedies/required training may be tailored to a company's internally developed training, reference externally available training, or some combination of the two. Chapters include: Identify Process Safety Roles & Competency Needs; Process Safety Competency Matrix; Individual and Corporate Process Safety Competencies; Conduct Assessments vs. Needs; Develop Gap Closure Plans; and Sustaining Competencies.

Table of Contents:
Dedication xi List of Tables xvii Files on the Web Accompanying This Book  xix Acronyms and Abbreviations xxi Glossary xxiii Acknowledgements xxv Preface xxvii Executive Summary xxix ORGANIZATION OF THIS BOOK xxix INTRODUCTION 1 1.1 Why process safety competency? 1 1.2 Purpose 2 1.3 Audience 3 1.4 How to Use This Process 4 1.5 Risk Based Process Safety Elements 5 1.6 CCPS Vision 20/20 10 1.7 References 11 2. IDENTIFY PROCESS SAFETY ROLES & COMPETENCY NEEDS 13 2.1 List of generic job roles  13 2.2 List of proficiency levels 18 2.3 List of process safety knowledge/skills 21 3. PROCESS SAFETY COMPETENCY MATRIX 23 3.1 What is the matrix? 23 3.2 How to customize the matrix 25 3.3 Uses of the Matrix 31 3.4 References 38 4. INDIVIDUAL AND ORGANIZATIONAL PROCESS SAFETY COMPETENCIES 39 4.1 Develop organization specific competencies 39 4.2 Assure compliance with regulations 41 4.3 Example Templates and Checklists 44 4.4 References 46 5. ASSESS COMPETENCIES VS. NEEDS 49 5.1 Assessing existing competencies 49 5.2 Training for assessors 50 5.3 Identify Gaps between current status and needs 51 6. DEVELOP GAP CLOSURE PLAN 53 6.1 Methods for closing the gaps 54 6.2 Supporting materials 55 6.3 Pre-requisites before progressing to the next level 57 6.4 EXAMPLE of MANAGing GAP CLOSURE 57 7. SUSTAINING COMPETENCIES 59 7.1 Strategies for Sustaining Competencies 59 7.2 Review and Update Competency Needs 61 7.3 Organizational Process Safety Culture 62 7.4 References 62 APPENDIX 1: EXAMPLE COMPETENCIES FOR AUDITING 63 APPENDIX 2: PHM COORDINATOR & HA FACILITATOR QUALIFICATIONS 65 A2.1 Purpose 65 A2.2 Assumptions 65 A2.3 Full Time Equivalent (FTE) Resource Alignment 68 A2.4 Expertise and Experience 69 A2.5 EHS and PHM Alignment 69 A2.6 Overview of Duties and Responsibilities 72 A2.7 Competency-Based Knowledge (Training) Road Map for Qualification 73 APPENDIX 3: HAZOP FACILITATOR 75 APPENDIX 4: SHOWING GAP CLOSURE PROGRESS Index 81