CSA Group CSA Z767:24 National Standard of Canada Process safety management

Preface

This is the second edition of CSA Z767, Process safety management. It supersedes the previous edition published in 2017.

The following are the major changes to this edition:

a) an expansion and renaming of Clause 5.4to “Conduct of operations and operational discipline”, with more explicit definition of the requirements;

b) Clause 6.3has been retitled “Risk management framework” and provides an explicit step-by-step definition of the requirements for a risk assessment including its revalidation;

c) Clause 6.4, “Human factors”, has been significantly rewritten to be both more explicit and current in its approach; and

d) the Standard now explicitly allows the use of engineering assessments (see Clause 7.3.8).

This version of the Standard continues to be Canadian-centric and incorporates learnings from pre-existing standards, guidance, and experience in PSM internationally. It is applicable to facility operators across all industries who might have dangerous energy or materials in their operations, who are in contact with other PSM models that are centred around the traditional process industry, or who have threshold quantities for applicability. It continues to empower those with pre-existing safety management systems (SMSs) to leverage their SMS to deliver on process safety performance. It continues to provide flexibility such that small-, medium-, and large-size operators all have a reasonable chance of success at leveraging PSM to improve their safety performance.

CSA Group acknowledges that the development of this Standard was made possible, in part, by the financial support of the BC Energy Regulator, Chemistry Industry Association of Canada (CIAC), Canadian Natural Resources Ltd., Cenovus Energy, the Canadian Society for Chemical Engineering (CSChE), Enbridge Gas Distribution, Environment and Climate Change Canada, Hatch, J.-P. Lacoursière Inc., Nexen Energy, NOVA Chemicals, Suncor Energy, and the Technical Standards and Safety Authority (TSSA). The evolution and growth of process safety knowledge within Canada is a key target area of the Canadian Society for Chemical Engineering (CSChE) PSM Division.

CSA Group would like to thank the CSChE for the use of its Process Safety Management Standard (2012) as a seed document in the development of this Standard.

This Standard was prepared by the Technical Committee on Standards for Process Safety Management, under the jurisdiction of the Strategic Steering Committee on Business Management and Sustainability, and has been formally approved by the Technical Committee.

This Standard has been developed in compliance with Standards Council of Canada requirements for National Standards of Canada. It has been published as a National Standard of Canada by CSA Group.

Notes:

1) Use of the singular does not exclude the plural (and vice versa) when the sense allows.

2) Although the intended primary application of this Standard is stated in its Scope, it is important to note that it remains the responsibility of the users of the Standard to judge its suitability for their particular purpose.

3) This Standard was developed by consensus, which is defined by CSA Policy governing standardization — Code of good practice for standardization as “substantial agreement. Consensus implies much more than a simple majority, but not necessarily unanimity”. It is consistent with this definition that a member may be included in the Technical Committee list and yet not be in full agreement with all clauses of this Standard

4) To submit a request for interpretation of this Standard, please send the following information to [email protected] include “Request for interpretation” in the subject line:

a) define the problem, making reference to the specific clause, and, where appropriate, include an illustrative sketch;

b) provide an explanation of circumstances surrounding the actual field condition; and

c) where possible, phrase the request in such a way that a specific “yes” or “no” answer will address the issue.Committee interpretations are processed in accordance with the CSA Directives and guidelines governing standardization and are available on the Current Standards Activities page at standardsactivities.csagroup.org.

5) This Standard is subject to review within five years from the date of publication. Suggestions for its improvement will be referred to the appropriate committee. To submit a proposal for change, please send the following information to [email protected] include “Proposal for change” in the subject line:

a) Standard designation (number);

b) relevant clause, table, and/or figure number;

c) wording of the proposed change; and

d) rationale for the change.

1 Scope

1.1 Facilities and worksites affected

This Standard identifies the requirements for a PSM system for facilities and worksites handling or storing materials that are potentially hazardous either due to an inherent chemical, biological, toxicological, or physical property of those materials, or due to the material’s potential or kinetic energy.

1.2 Minimum lifecycle requirements

This Standard applies throughout the lifecycle of a facility or worksite including

a) conceptual design;

b) facility siting;

c) preliminary and process design;

d) detailed engineering design;

e) construction;

f) commissioning and start-up;

g) operations and maintenance;

h) revamps and modifications;

i) decommissioning; and

j) site closure.

1.3 Policies, practices, and procedures

This Standard identifies the various policies, practices, and procedures that may be used to implement a PSM system.

Note: It is not the intent of this Standard to define prescriptive solutions that will meet the needs of every organization. Each facility or worksite within an organization is unique, and users of this Standard will find that a particular policy, practice, or procedure that is effective at one site might need to be modified or rewritten for it to be effective at another site. An organization may include these minimum requirements in an integrated management system or in a stand-alone PSM system in preventing incidents at facilities that manufacture, store, handle, or otherwise use potentially hazardous materials. An organization may also use this Standard as an audit tool for its PSM system.

1.4 Terminology

In this Standard, “shall” is used to express a requirement, i.e., a provision that the user is obliged to satisfy in order to comply with the Standard; “should” is used to express a recommendation or that which is advised but not required; and “may” is used to express an option or that which is permissible within the limits of the Standard.

Notes accompanying clauses do not include requirements or alternative requirements; the purpose of a note accompanying a clause is to separate from the text explanatory or informative material.

Notes to tables and figures are considered part of the table or figure and may be written as requirements.

Annexes are designated normative (mandatory) or informative (non-mandatory) to define their application.