Health Performance Indicators

Health

Advancing environmental
and social performance across
the energy transition
www.ipieca.org
Acknowledgements
This Report was written by the IOGP-Ipieca Health Committee.

About
The IOGP-Ipieca Health Committee has established health performance indicators (HPIs)
and a scoring system for organizations to measure the maturity and coverage of key
elements of health management system. This document is used as the basis of IOGP-Ipieca
Member Company voluntary annual HPI reporting. These Reports are available at
https://data.iogp.org.

IOGP Report 393

© Ipieca-IOGP 2023. All rights reserved.

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This publication has been developed to support the implementation of Ipieca’s and IOGP’s mission
and vision. While every effort has been made to ensure the accuracy of the information, it is intended
to provide general guidance only. It is not designed to provide legal or other advice, nor should it be
relied upon as a substitute for appropriate technical expertise or professional advice. All attempts have
been made to ensure the information is correct at of the date of publication. This publication does not
constitute a mandatory commitment which members of Ipieca or IOGP are obliged to adopt. The views
and conclusions expressed herein do not necessarily reflect the views of all Ipieca-IOGP members or the
individuals, companies and institutions that contributed to this publication.

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VERSION DATE AMENDMENTS

2.0 May 2023 Updates to elements 4, 5, 6, 8 and 9 and the scoring matrices.
1.0 January 2008 First issue
Health Performance Indicators

The global oil and gas association for advancing environmental

and social performance across the energy transition

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Contents

Introduction 5

Health performance metrics 7

Assessing performance 9

Health performance indicator elements and statements 12

3.1 Element 1 – Health risk assessment and planning 12
3.2 Element 2 – Industrial hygiene and control of workplace exposures 13
3.3 Element 3 – Management of ill health at work 14
3.4 Element 4 – Fitness for task 15
3.5 Element 5 – Health surveillance 16
3.6 Element 6 – Well-being in the workplace 17
3.7 Element 7 – Medical emergency management 18
3.8 Element 8 – Emerging and existing vector-borne and infectious diseases 19
3.9 Element 9 – Fatigue 20
3.10 Element 10 – Health impact assessment 21
3.11 Element 11 – Health reporting and record management 22
3.12 Element 12 – Public health interface 23

Leading and lagging indicators 25

4.1 Presentation of IOGP health leading indicator data 25
4.2 Lagging health performance indicators 25

Worked examples 27
5.1 Example 1: Basic scoring 27
5.2 Example 2: Scoring if statement not applicable 27
5.3 Example 3: Scoring when operating in multiple countries 28

Glossary 30

4 — Health Performance Indicators

Introduction

The IOGP-Ipieca Health Committee recognizes the potential • the maturity of the organization’s management system
for health hazards to be present within Member Company in having a process to address the health performance
activities, as well as in the geographic locations of operation. statement, including whether it has been communicated,
An effective health management system, with controls in embedded, and subject to audit/assurance activities and
place to prevent and mitigate against the risk from health continual improvement activities
hazards, forms a crucial part of the industry commitment
• the extent of coverage of the organization’s management
to excellence in maintaining and improving the health of its system implementation
workforce.
The simplification of the scoring system also enables the
The Health Committee has established health performance potential for similar leading indicators to be developed
indicators (HPIs) to measure the maturity and coverage for other management system subject matter (safety,
of key elements of health management systems within sustainability, environmental). Organizations could then have
Member Companies. Since 2011, the IOGP-Ipieca Health the ability to clearly evaluate leading indicators in support
Committee has been producing an annual report based of continuous improvement to management systems and
on these leading HPIs. The annual reports have provided performance.
a valuable benchmarking opportunity for participating
A total of 12 health performance indicators have now
Member Companies to gauge their health management
been adopted by the IOGP-Ipieca Health Committee and
performance against their peers. The collective outcomes
endorsed by their Member Companies at the time of
within these reports are also used to identify and inform
publication. These updates have been aligned with health
further areas of work for the IOGP-Ipieca Health Committee
and safety management standards such as ISO 45001:2018
to promote continual industry improvement.
- Occupational health and safety management systems
Updates to the HPIs have been made to: – Requirements with guidance for use, and incorporate
• reflect the increasing recognition of the importance of lessons from the evolution of ESG (environment, social,
mental health in the workplace and governance) reporting that have occurred since this
document was originally published in 2008.
• respond to rising numbers of emerging infectious
illnesses These updated, proactive, and preventive leading indicators
• continue to help improve future health performance set a standard for success in health management. Effective
through preventive actions assessment against the leading indicator statements will
enable organizations to continue to monitor their health
• include fatigue and well-being
management performance, and implement necessary
• separate fitness for task and health surveillance into two
measures to continue to protect the health and well-being of
elements
the workforce.
To effectively support the use of the updated HPIs, the
scoring options have been expanded to allow companies
to more easily demonstrate ongoing, incremental
improvements. The criteria used within the scoring matrices
(see Table 1) have also been updated to improve ease of
understanding of the two aspects of health management
systems assessed:

5 — Health Performance Indicators

 Section 1

Health performance
metrics

6 — Health Performance Indicators

Section 1

Health performance metrics

The use and evaluation of health performance metrics • highlight important health issues and set priorities to help
underpins consistent health management within an protect the health of the workforce and others
organization. Health performance metrics are also a
regulatory requirement in some jurisdictions. Given the
• demonstrate management commitment to continuous
health improvement
nature of the health hazards associated with Member
Company activities, both leading and lagging metrics are • improve workforce morale
recorded. Companies should use a balance of such leading • maintain credibility and confidence from within the
and lagging performance indicators to monitor performance company, the general public, and stakeholders
improvement, and enable learning, and benchmarking. IOGP- • provide meaningful input into internal and external HSE
Ipieca have focused benchmarking attention on leading and sustainability reports
indicator reporting, which is conducted on a voluntary basis • benchmark internal performance and continual
by Member Companies. Lagging indicator data are not improvement
currently collected by IOGP-Ipieca from Member Companies.
• improve cost-effectiveness
Reliance only on lagging indicator data for occupational
The updated indicators can also be used to help facilitate
illnesses provides an incomplete picture of overall health
industry-level performance benchmarking among oil and gas
management, especially within a high hazard environment
companies, with the ongoing aim of identifying and sharing
such as the oil and gas industry. Particularly for occupational
best practices.
illnesses, there may be a considerable time lapse between
exposure to health hazards and the development of any The HPI reporting guidance used by the IOGP-Ipieca
health effects. For example, exposure to carcinogens members has been amended to include the updated
(cancer-causing agents) in the workplace may cause effects scoring metrics. The IOGP-Ipieca database will be used for
which can only be observed many years after exposure. the collection of the Health Performance Indicators for the
IOGP and Ipieca Member Companies participating in the data
Any health performance monitoring system used should
collection programme.
therefore combine lagging data with the strategic and early
feedback provided by leading indicators to deliver useful The updated guidance within this document is considered to
results to assess the effectiveness of health management. remain of use to:
Leading indicators are regarded as proactive, preventive, and • the oil and gas industry, including management,
predictive. They capture and provide current information workforce, and other interested stakeholders
about the performance, activities, and processes of effective • national and regional oil and gas industry associations
workplace health management. They drive the identification, • shareholders
elimination, and control of health risks in the workplace that
can otherwise lead to illnesses, and contribute to continual
• government/regulatory authorities
health management performance improvement. • non-governmental organizations.
The principles in this Report were used to develop two data To maximize benefits, HPIs should be the responsibility of line
collection tools that have enabled: management. It is essential that performance indicators do
not remain solely with health or HSE specialists, but form part
• individual companies to assess their own health of an integrated system managed alongside other specialist
performance disciplines (e.g., safety, environment). Some indicators may
• comparison of performance between participating be regulatory requirements, and in this case a level of data
companies through the publishing of anonymized data integrity will be necessary to assure compliance.
The updated HPIs can be applied to both occupational This document is a guideline. Not all indicators may be
(work-related) and non-occupational health activities and suitable for use by every company in every situation. In
used to: some cases, the collection and dissemination of data or
• give line management a better understanding of the performance criteria may be prohibited by law. Companies
health issues relevant to their operational responsibility should decide on a case-by-case basis which they will adopt,
by collecting data to support performance improvement and indeed whether additional indicators might be required
internally or externally to meet their particular needs.
• enable measurement of performance against
predetermined targets

7 — Health Performance Indicators

 Section 2

Assessing
performance

8 — Health Performance Indicators

Section 2

Assessing performance

The use of management systems is a principal means of • Element 6: Well-being in the workplace
enabling continuous improvement of business performance.
Health management systems typically include processes to
• Element 7: Medical emergency management

address the health status of the workforce. Where applicable, • Element 8: Emerging and existing vector-borne and
infectious diseases
these processes may also extend to general health and to
the health impact associated with company activities in • Element 9: Fatigue
surrounding communities. • Element 10: Health Impact Assessment
Assessment of health management performance using the • Element 11: Health reporting and record management
IOGP-Ipieca leading indicators involves a self-assessment. • Element 12: Public health interface
This comprises a scoring system for both process maturity
Regulatory requirements are not specifically included within
and percentage of coverage across the organization for a
these health management system elements but should
series of health management system elements. These are:
be addressed to ensure local compliance as necessary. If
• Element 1: Health risk assessment and planning a reporting organization does not have the data available,
• Element 2: Industrial hygiene and control of workplace or there are applicable regulatory restrictions to data/
exposures information collection, it is recommended to enter zero to
indicate this statement or element is not applicable.
• Element 3: Management of ill-health at work
• Element 4: Fitness for task The principles outlined in this document are aligned with ISO
45001, which specifies the requirements for an Occupational
• Element 5: Health surveillance Health and Safety Management System (OHSMS).

9 — Health Performance Indicators

Section 2
Assessing performance

The scoring system includes a 0.5 score to allow The second score assesses the coverage of the process
demonstration of incremental changes and progress within across the organization. In addition, the percentage scoring
an organization for both process maturity and percentage system allows companies to qualitatively assess what
of organizational coverage, as shown below. percentage of their sites/business/personnel are at the
assessed level of maturity, and then convert that percentage
There are two scores required for each of the statements
to this numeric score.
within the elements:
The average score represents the average per country or site,
The first score assesses the extent to which a process exists
not a weighted average.
within the organization that addresses the statements in
each element. This means determining if there is a process See Section 5, Worked examples.
in place, and if it has been fully developed, rolled out,
embedded, and subject to audit, assurance, and continual
improvement activities.

Table 1: Scoring system description

PROCESS MATURITY PROCESS COVERAGE ACROSS ORGANIZATION

Description Score Percentage Score

Indicator not applicable or not available,

e.g., due to regulatory restrictions or no
0 Not implemented or not applicable 0
presence of the risk/issue. Recommend
explanatory commentary is included.

Process not in place but planned 0.5 >0 <12.5% 0.5

Process in initial development 1.0 >12.5% <25% 1.0

Process partially developed (not all

1.5 >25% <37.5% 1.5
requirements met)

Process fully developed (meets all the

2.0 >37.5% <50% 2.0
requirements)

Process is fully established

2.5 >50% <62.5% 2.5
(communicated and rolled out)

Process is fully established and subject

3.0 >62.5% <75% 3.0
to assurance/audit

Process is fully established and subject

to assurance/audit with intermittent 3.5 >75% <87.5% 3.5
review and improvement

Process is fully established and subject

to assurance/audit with continual
4.0 > 87.5% 4.0
improvement and incorporation of
learning

10 — Health Performance Indicators

 Section 3
number

Health performance
Section title
indicator elements
and statements
Intro text

11 — Health Performance Indicators

Section 3

Health performance indicator elements and statements

3.1 ELEMENT 1 – HEALTH RISK ASSESSMENT AND PLANNING

Health risk assessments are generally understood to The health plan generated by the health risk assessment (HRA):
relate to company workforce activities within the worksite.
Occupational health hazards (including work site, work
• addresses any risks identified
activity, workplace exposures, and product-related hazards) • is reviewed regularly
and psychosocial hazards are required to be identified, their • is progressed against internally set targets.
risks assessed, and a health plan produced for all current The health risk assessment element has been updated
activities, operations, and products. to specifically include psychosocial hazards, which are
increasingly recognized as a source of poor health within
the workplace. There is also an additional requirement that
progress is tracked against internally set targets in regards to
completion of health risk assessments.

Element 1. Statements

Workplace health hazards, including psychosocial hazards, are identified, their risks assessed, and a health
plan addressing any risks is implemented for the following:

Current activities and operations A

During the development stage of all new projects B

Prior to modifications to plant and equipment C

Prior to acquisition or divestiture of sites, leases, plant or other processes or materials D

To address changing public and environmental health conditions or new scientific information E

Internal targets are set for workplace health plans F

Workplace health risk management plans are reviewed regularly, and progress tracked against
G
internally set targets

Health hazards related to products are identified, their risks assessed, and a health risk management plan
is in place for the following:

Current products H

During the development stage of all new products I

Prior to acquisitions J

To address changing public and environmental health conditions or new scientific information K

Health information on all products is accurate, secure, readily available and meets legal requirements L

Internal targets are set for product health risk management plans M

Health risk management plans are reviewed regularly, and progress tracked against the internally set targets N

12 — Health Performance Indicators

Section 3
Health performance indicator elements and statements

3.2 ELEMENT 2 – INDUSTRIAL HYGIENE AND CONTROL OF WORKPLACE EXPOSURES

The aim of this leading indicator is to confirm that the To further strengthen the importance of exposure
workplace environment does not harm health. Industrial monitoring and assessment, the requirement for the
hygiene and occupational health expertise is used to assess identification of and inclusion in risk management
all health hazards and advise on the implementation of processes of local occupational exposure regulations,
appropriate controls and work practices to eliminate or standards and guidelines has been added to the statements
minimize exposures. Workplace exposure monitoring is for assessment. The use of international occupational
used to confirm ongoing effectiveness of control measures. exposure limits (OEL), such as those published by UK HSE,
Material storage, labelling, and safety data sheets are kept NIOSH, ECHA, ACGIH, etc., is recommended where no
current. Workforce are trained to understand the health risks, specific local regulations are in place.
preventive measures and emergency procedures associated
with their work. The workplace maintains adequate records
for auditing and demonstrating compliance.

Element 2. Statements

There is a comprehensive exposure monitoring programme in place A

Industrial hygiene and/or occupational health expertise (as appropriate) is used to assess and advise on
the implementation of appropriate controls and work practices to eliminate or minimize exposures to the
following:

Physical hazards (noise, temperature, ionizing and non-ionizing radiation, vibration, lighting, etc.) B

Chemical hazards (product, atmosphere, by-products, chemicals used in operations and maintenance,
C
naturally occurring chemical substances, etc.)

Biological hazards (flora, fauna, exposure to communicable diseases, etc.) D

Ergonomic hazards (stepping, handling, manual lifting, etc.) E

Workplace exposure monitoring is used to assess exposure and confirm ongoing effectiveness of
F
control measures

Validated methods are used for exposure sampling and for other industrial hygiene measurements G

Local occupational exposure standards and guidelines are identified and taken into account as part
of the risk management process - where none exist reference is made to recognized international H
occupational exposure limits, such as those published by UK HSE, NIOSH, ECHA, ACGIH, etc.

Safety data sheets are in place and kept current at point of use I

The workforce is trained to understand the health risks in their workplace and activities, the
preventive measures including the hierarchy of controls and emergency procedures associated with J
their work

13 — Health Performance Indicators

Section 3
Health performance indicator elements and statements

3.3 ELEMENT 3 – MANAGEMENT OF ILL HEALTH AT WORK

This performance indicator assesses the ability to access Given that line managers in most organizations are
relevant health practitioners who can help mitigate the ultimately the ones who refer ill employees to occupational
effects of ill-health on the ability to work effectively, health services for guidance and support, this requirement
including facilitating employee rehabilitation and return has been included in the updated performance indicator.
to work post-illness or post-injury. A system is in place to
provide access to primary, secondary, and emergency
medical facilities as well as counselling and employee
assistance where appropriate.

Element 3. Statements

Employees and line managers have access to relevant health practitioners who can:

Support the identification and assessment of work-related health risks A

Manage/treat work-related injuries and occupational illness B

Facilitate rehabilitation and return to work post-injury/illness (work-related and personal) C

A system is in place to provide access where necessary for employees to:

Primary medical care services D

Secondary care facilities E

Emergency medical care facilities F

Counselling and employee assistance G

A system is in place to register and report work-related illness H

14 — Health Performance Indicators

Section 3
Health performance indicator elements and statements

3.4 ELEMENT 4 – FITNESS FOR TASK

In this updated document, fitness for task and health health assessments performed by a competent health
surveillance have been split into two separate performance practitioner who has knowledge of the work to be
indicators as they represent very different reasons for undertaken. Pre-employment, pre-placement and periodic
assessing the health status of an individual. Fitness for health assessments are conducted as dictated by legal
task is concerned solely with ensuring that the employee’s requirements and by the health risks associated with
health status is compatible with the work that they specific tasks. Wherever possible, work is adapted so that
do and is confirmed by assessment when necessary. individuals are included rather than needlessly excluded
There is a task checklist for different job categories, and from work.

Element 4. Statements

Tasks that need specific medical fitness requirements (including any psychological assessments
as required), have been identified though health risk assessment and/or applicable regulatory and A
other requirements

Fitness for task programmes are in place and aligned with applicable regulatory or other
B
requirements, such as contractual obligations

Health assessments to match people with task are performed by a competent health practitioner
who has knowledge of the work for the following:

Prior to placing an employee in a task with fitness requirements C

Periodically as dictated by legal or company requirements D

As part of change management E

Wherever practicable, work is adapted so individuals are included rather than excluded from work F

15 — Health Performance Indicators

Section 3
Health performance indicator elements and statements

3.5 ELEMENT 5 – HEALTH SURVEILLANCE

Health surveillance is performed where required by Health surveillance, unlike any of the other performance
applicable regulation or where the work is known to be indicators, has both leading as well as lagging aspects. The
associated with the development of a recognized health statements relating to lagging indicators are related to
problem for which there is a valid method for testing. diagnosed occupational illness.

Element 5. Statements

Workplace exposures that require health surveillance have been identified A

Risk exposed groups have been identified according to set criteria and included in a health
B
surveillance programme

Surveillance is conducted by a competent health practitioner and meets the applicable legal requirements:

Prior to starting the work where there is a recognized exposure, i.e., to establish a baseline C

Periodically as indicated by the nature of the hazard D

Health Surveillance data is systematically evaluated, and cases of work-related illness reported to
E
management (lagging indicator)

Abnormal health surveillance outcome results (lagging indicators) are:

Investigated F

Root causes determined G

Lessons learned and corrective actions identified H

Corrective actions tracked to completion I

Reported to appropriate authorities as required J

16 — Health Performance Indicators

Section 3
Health performance indicator elements and statements

3.6 ELEMENT 6 – WELL-BEING IN THE WORKPLACE

This new element assesses the level of activity undertaken risk factors over which the organization has control. It also
in organizations to support and improve workforce well- includes the assessment of activities which support UN
being. In addition, this element assesses the requirement Sustainable Development Goal (SDG) 3, “Good health and
on companies to identify and address the psychosocial well-being”.

Element 6. Statements

Health promotion initiatives, campaigns/programme/strategy are in place that:

Identify key worker physical and mental health and wellness issues, e.g., smoking, obesity, heart disease,
A
stress)

Educate workers on prevention and risk reduction activities, e.g., fitness campaigns, stopping smoking B

Identify the psychosocial risk factors over which the organization should have control, such as: demands of
job roles or activities, control over work, support available in the workplace, relationships at work, role clarity C
and changes occurring in the workplace

Relevant areas of health promotion and well-being are identified and prioritized according to at-risk
D
workforce populations

Services including professional help, support activities, resources and information, e.g., promotional
E
campaigns, are in place, communicated, and accessible to the workforce

Performance indicators and targets are in place to track action plan progress, outcomes and
F
deliverables

Health promotion and well-being activities are fully supported and actively endorsed by company
G
management

17 — Health Performance Indicators

Section 3
Health performance indicator elements and statements

3.7 ELEMENT 7 – MEDICAL EMERGENCY MANAGEMENT

The purpose of a medical emergency response is to Whether the emergency medical response plan is
minimize harm to people due to medical emergencies and standalone or integrated into other emergency and crisis
optimize their recovery from a medical emergency. management procedures, to be effective it needs to be:
To optimize health outcomes, suitable and sufficient medical • communicated effectively
emergency response plans should be based on competent • practised regularly with drills
medical advice and the specific risks associated with the
worksite, work activities and required business travel. The
• reviewed to incorporate feedback from drills and lessons
learned
content of the plan and the resources made available should
be commensurate with the risk, while taking into account
locally available public and private healthcare resources.

Element 7. Statements

Provision is made for the management of medical emergencies associated with the location, type,
and risk of site operations and activities, including mass casualty planning as well as training and A
use of automated external defibrillators (AED) as required

There is an emergency medical response plan based on competent medical advice and aligned with
B
existing local provision (clinics, hospitals, etc.)

The medical emergency response plan (may be integrated into other emergency procedures) is
C
communicated effectively

The medical emergency response plan is practiced regularly with drills and reviews as appropriate D

A process is in place to ensure that lessons learned are acted upon as a result of drills or incidents E

Appropriate response times are established for first aid, emergency medical care, and evacuation
F
(local or international)

Adequate resources and trained personnel have been made available to meet established response
G
times for first aid, emergency medical care, and evacuation (local or international)

The workforce is provided with emergency contact information for medical assistance at each work site H

The workforce is provided with emergency contact information for medical assistance during travel I

18 — Health Performance Indicators

Section 3
Health performance indicator elements and statements

3.8 ELEMENT 8 – EMERGING AND EXISTING VECTOR-BORNE AND INFECTIOUS DISEASES

In the wake of the COVID-19 pandemic, as well as the diseases has become progressively more important. To
increased emphasis on infectious disease management address this, a new health performance indicator has been
within the UN Sustainable Development Goals (particularly included to specifically assessing disease management for
SDG 3, but also in SDGs 6 and 8), effective processes to vector-borne, infectious, and pandemic illnesses.
both monitor and plan for known and emerging infectious

Element 8. Statements

A monitoring process is in place for early identification of any emerging or known infectious and/or
A
vector-borne diseases

A plan is in place for the management of potential epidemics, pandemics, and outbreaks of
B
infectious diseases

The content of the disease management plan is based on competent medical advice and aligned
C
with local health provision (local health authorities and services)

An ongoing monitoring process of public health resource availability and capabilities to support
D
activities during disease outbreaks including pandemic situations is in place

The disease management plan is integrated into other emergency procedures including business
E
continuity, and plans are in place to communicate it as and when required

For the workforce, health initiatives which support UN SDG3, particularly in relation to HIV, TB,
F
malaria, as well as vaccination programmes, are in place

For the local community, health initiatives which support the UN sustainability goals (SDG3), particularly in relation
G
to HIV, TB, malaria, are in place

19 — Health Performance Indicators

Section 3
Health performance indicator elements and statements

3.9 ELEMENT 9 – FATIGUE

Fatigue has increasingly been recognized as a workplace demands, working timing, duration and patterns, as well
hazard requiring a comprehensive fatigue risk management as the workplace environmental conditions, in addition to
system to address the risk it poses to individual health and both individual and organizational factors. There should be
operational safety. This is another new health performance a process in place for the workforce to self-assess and self-
indicator element. This element requires screening for report fatigue. Work activities should be planned to ensure
the potential of fatigue risk within the office as well as that sleep loss and disruption of shift work are kept to a
operational site-based work environments. The potential minimum. In addition, fatigue management education and
for fatigue should consider the mental and physical awareness training should be provided to the workforce.

Element 9. Statements

Where the potential for fatigue exists in office and/or operational work sites, a fatigue management
A
plan has been developed

The fatigue management plan has taken into account:

Mental and physical work demands B

Working and travel (including driving) timing, duration and patterns C

Workplace environmental conditions including humidity, light, temperature and wind conditions D

Individual factors including competence, social life, family factors, underlying health conditions, medication,
E
etc.

Organizational factors including worker resourcing, supervision, work shift patterns, etc. F

A process has been developed for the workforce to self-assess and self-report fatigue G

Work activities are planned to ensure sleep loss and disruption of shift work are kept to a minimum H

Fatigue management education and awareness training is provided so that workers:

Can recognize the signs and symptoms of fatigue in themselves and others I

Know the coping strategies to prevent and manage fatigue J

Know how to access suitable medical and well-being support if impacted by fatigue K

Suitable work shift patterns are in place to reduce, minimize or eliminate disruption to sleep
L
patterns, and the subsequent risk of fatigue

20 — Health Performance Indicators

Section 3
Health performance indicator elements and statements

3.10 ELEMENT 10 – HEALTH IMPACT ASSESSMENT

Health Impact Assessments (HIA) are generally understood the development stage of applicable new projects and
to relate to the potential public health effects of the expansions (see IOGP-Ipieca Guidance on health impact
projects and operations with regard to local communities assessment). HIAs require baseline data to be established
and host governments. A health impact assessment (HIA) on the demography, community health status, air, soil,
is a structured planning and decision-making process for and water quality prior to the start of a new project. HIAs
analysing the potential positive and negative impacts of may be combined with social and environmental impact
programmes, projects, and policies on public health. These assessments. External stakeholders should be identified and
can then be addressed in a timely and appropriate manner relationships established with joint ventures, contractors, and
to achieve positive outcomes and cost benefits while also local government.
enhancing sustainability. HIAs should be initiated during

Element 10. Statements

Health Impact Assessments are initiated during the development stage of applicable new projects
A
and expansions

Prior to the start of an applicable project, the following baseline data are established:

Demography (age distribution and key social characteristics) B

Community health status, e.g., nutritional status, disease prevalence, vulnerable groups C

Key environmental factors affecting human health including air, soil, and water quality D

Assigned health impact assessors work (with social and environmental impact assessors) to outline
E
the range and types of health hazards and potential impacts/benefits from the project

External stakeholders are identified F

Regular communication and consultation occurs between project personnel and external
G
stakeholders, e.g., local community, regulators, business partners, etc.

Relationships are developed with joint venture partners, contractors, and local government, to
H
create a unified, effective approach to health management

21 — Health Performance Indicators

Section 3
Health performance indicator elements and statements

3.11 ELEMENT 11 – HEALTH REPORTING AND RECORD MANAGEMENT

Health information on operational activities, health confidentially in line with any legislation on access and data
exposures and products meets company and applicable protection. Health records are retained in accordance with
regulatory requirements and is accurate, secure, and applicable regulatory requirements. Categories and cases of
readily available. Records are maintained on raw materials, occupational ill-health are tracked and analysed on a regular
processes, products, work locations and work duties, basis, and form part of the routine presentation of operating,
as well as monitoring and assessment activities such business, and financial metrics to management. This
as health risk assessments, workplace, and personal information should also be used to form part of the business
exposure monitoring. Significant health incidents or trends planning and continual improvement process.
are investigated. Personal health records are retained

Element 11. Statements

Health information on operational activities, health exposures and products is accurate, secure,
A
readily available and meets company and applicable regulatory requirements

Records are maintained on the following:

Chemical risk assessments, e.g., raw materials and products (including safety data sheets) B

Work duties C

Health risk assessments D

Workplace monitoring results E

Personal exposure monitoring F

Fitness for task assessment outcomes G

Health surveillance H

Personal health and medical records (e.g., medical histories, blood test results, EGCs etc.) are
retained confidentially in line with applicable regulatory requirements, including data access and I
data protection

Organizational health records (e.g., surveillance, exposure assessments, fitness outcomes, etc.) are
retained for a defined number of years in line with applicable regulatory requirements (e.g., not less J
than 40 years)

Health incidents (including occupational illness) and near misses are:

investigated K

immediate and underlying/root causes determined L

corrective actions identified M

corrective actions tracked to effective completion N

reported to appropriate authorities as required O

Health data is analysed periodically and used in the business planning and continual improvement
P
process

22 — Health Performance Indicators

Section 3
Health performance indicator elements and statements

3.12 ELEMENT 12 – PUBLIC HEALTH INTERFACE

Where public health risks have been identified, sustainable key worker health issues and develop programmes to
relationships with health authorities should be established, educate around prevention and reduction of harm. Where
e.g. maintaining communications with local governments appropriate, relevant health and well-being programmes
and health authorities to plan timely response to major may extend beyond the workforce and into the community;
outbreaks of infectious diseases and associated business examples include HIV, tuberculosis, smoking, obesity, heart
impact. A programme should be in place to identify disease, malaria, and vaccination programmes.

Element 12. Statements

Where public health risks have been identified, sustainable relationships with health authorities are
A
established

A relationship between public health and occupational health has been established and maintained
B
to identify and manage major health risks and associated business impact

A programme is in place to identify key worker health issues and develop programmes to educate
C
around prevention/harm reduction

Where appropriate, relevant health and well-being programmes extend beyond the workforce and
D
into the community

23 — Health Performance Indicators

 Section 4

Leading and lagging

indicators

24 — Health Performance Indicators

Section 4

Leading and lagging indicators

4.1 PRESENTATION OF IOGP HEALTH LEADING Overall health and safety lagging performance indicators may
INDICATOR DATA also be reported collectively as incident rates/frequencies
(injuries and occupational illnesses). This may be required
Leading health performance indicator data reported to according to applicable regulatory requirements, such as
IOGP is presented in an annual report using a ‘traffic light’ Reporting of Injuries, Diseases and Dangerous Occurrences
colour coding system to give a visual indication of the Regulations (RIDDOR) in the UK and the Occupational Health
extent to which a company’s global system is in place (its and Safety Administration (OSHA) in the US. OSHA defines
degree of maturity) and the extent to which the process has occupational injuries and illness as:
global coverage within the organization. This enables easy
visualization of the health elements, and specific statements,
• any work-related fatality
in which participating companies appear to be performing • any work-related injury or illness that results in loss of
consciousness, days away from work, restricted work, or
well, and those where additional guidance and support
transfer to another job
would be useful. Analysis of data reported to IOGP by
IOGP and Ipieca Member Companies is used to inform the • any work-related injury or illness requiring medical
activities undertaken by the IOGP-Ipieca Health Committee. treatment beyond first aid
• any work-related diagnosed case of cancer, chronic
irreversible diseases, fractured or cracked bones or teeth,
4.2 LAGGING HEALTH PERFORMANCE and punctured eardrums
INDICATORS
• there are also special recording criteria for work-related
Where possible, a balance of leading and lagging indicators cases involving:
should be used to assess health performance. • ­ needlesticks and sharps injuries
Regulatory and internal company requirements for health • ­ medical removal
management, continuous improvement, and benchmarking, • ­ hearing loss
drives the need for lagging data to be accurately recorded, • ­ tuberculosis
reviewed, and acted upon.
National regulatory reporting systems differ extensively.
Voluntary sustainability reporting (e.g., Ipieca/IOGP/ It is important for organizations to report accurately to
API Sustainability reporting guidance for the oil and gas the relevant regulatory authorities within the prescribed
industry) may also require the reporting of lagging health timeframes.
performance data. Internal and external reporting rates and
frequencies may be produced separately for employees and At this time, Member Company reporting of lagging health
contractors and collectively for the whole workforce. performance data to IOGP is not required.

For reporting of lagging health performance data internally Note: In some jurisdictions, local regulations may prohibit or
or externally, organizations can use a similar suite of metrics restrict the collection and reporting of occupational illness
as for safety performance, e.g., rates for fatalities, permanent and/or the disclosure of that data to an employer.
impairments, lost time, and recordable illnesses, normalized
by work hours. See the annual IOGP Safety Performance
Indicators User Guides for calculations and rates.

25 — Health Performance Indicators

 Section 5

Worked examples

26 — Health Performance Indicators

Section 5

Worked examples

5.1 EXAMPLE 1: BASIC SCORING

A Member Company has assessed themselves at 3.0 on Element 4, fitness for task, statement A, as they have a process that
is fully established and subject to assurance/audit, but it is not yet regularly reviewed or subject to continuous improvement.
This process has been implemented in 40% of their global operations. This means that their percentage coverage score will be
2.0. Therefore, when reporting to IOGP for Element 4, Fitness for task, they should allocate scores of 3.0 and 2.0 respectively.

5.2 EXAMPLE 2: SCORING IF STATEMENT NOT APPLICABLE

Element 10, statement A, Health Impact Assessments are initiated during the development stage of all new projects and
expansions.
A Member Company has reviewed the requirements for their Health Impact Assessments (HIA) and they have no current
projects that require an HIA. They therefore scored themselves ‘not applicable’ for process maturity and percentage coverage.

27 — Health Performance Indicators

Section 5
Worked examples

5.3 EXAMPLE 3: SCORING WHEN OPERATING IN MULTIPLE COUNTRIES

A Member Company operates in two countries.
Scenario 1: It is not legal in one of the countries to collect and evaluate lagging occupational illness data.
Scoring is only required for those areas of the company’s operations where the statement is applicable.
In this situation the scoring should only reflect the country where it is possible to fulfil the requirements of Statement A,
Element 5.
Therefore, in the country where regulations permit lagging data collection, the company has assessed its process maturity as
4.0 and the process coverage is above 87.5% so it also scores 4.0.

Scenario 2: If the statement was applicable in both countries, but the process was not as mature or as fully implemented in
one, then the overall maturity score would need to be calculated as in the following bullet points:
• Country A is equivalent in the number of people and sites to country B.
• Country A is at maturity level 0.5. Country B is at maturity 4.0. The average is (4.0 + 0.5) / 2 = 2.25. This relates to a
process maturity score of 2.0 as they have not reached the level of 2.5.
• Country A is at a process coverage level of 100%; Country B is at a process coverage level of 60%. The average is 80%
which relates to a process coverage score of 3.5.

28 — Health Performance Indicators

Section 5
Worked examples

Scenario 3: If the statement was applicable to both countries with equal maturity and process coverage the overall score
would be 4.0 and 4.0.

The average score represents the average per country or site, not a weighted average.
These criteria apply for individual sites in the same way as for countries.

29 — Health Performance Indicators

Glossary

TERM DEFINITION

ACGIH American Conference of Governmental Industrial Hygienists.

Contractor An external organization providing services to the organization in accordance with agreed
specifications, terms and conditions. See ISO 45001:2018, Occupational health and safety
management systems — Requirements with guidance for use.

ECHA European Chemicals Agency.

Employee An individual on the payroll of a company, including corporate and management personnel.
An individual employed under a short-term or part-time contract is considered an
employee provided they are paid directly by the company. See IOGP Report 510 - Operating
Management System Framework.

Hazard An object, physical effect or condition with the potential to harm people, the environment
or property. See IOGP Report 510 - Operating Management System Framework.

Impact An outcome affecting people, the environment or property, whether adverse or beneficial,
resulting from an asset or project’s activities, products or services. See IOGP Report 510 -
Operating Management System Framework.

ISO International Organization for Standardization.

Legal requirements and Legal requirements that an organization has to comply with and other requirements that
other requirements an organization has to or chooses to comply with. See ISO 45001:2018, Occupational
health and safety management systems — Requirements with guidance for use.

Management System A set of interrelated or interacting elements of an organization to establish policies and
objectives and processes to achieve those objectives. See ISO 45001:2018, Occupational
health and safety management systems — Requirements with guidance for use.

Maturity A very advanced or developed form or state.

Monitor The observation, tracking or measurement of activities resulting in recorded data or

information for assessment of operating conditions, status or performance. See IOGP
Report 510 - Operating Management System Framework.

Personnel Employees and contractors. May also be referred to as workforce.

Product An article or substance that is manufactured for sale.

Project A planned activity undertaken within a limited or fixed duration to achieve a specific
objective, often involving design and construction to create or develop an asset. See IOGP
Report 510 - Operating Management System Framework.

NIOSH National Institute of Occupational Health.

30 — Health Performance Indicators

 TERM DEFINITION

OEL Occupational exposure limits.

OSHA The Occupational Health and Safety Administration in the US.

RIDDOR Reporting of Injuries, Diseases and Dangerous Occurrences Regulations.

UK HSE UK Health & Safety Executive.

Worker An employee or contractor contributing to the overall capability of the company. See IOGP
Report 510 - Operating Management System Framework.

Workforce A collective term for the human resources of the company, including all employees and
contractors, and all managers and workers. See IOGP Report 510 - Operating Management
System Framework.

Workplace A place under the control of the organization where a person needs to be or to go for work
purposes. See ISO 45001:2018, Occupational health and safety management systems —
Requirements with guidance for use.

31 — Health Performance Indicators

Ipieca is the global oil and gas association dedicated to advancing environmental and social
performance across the energy transition. It brings together members and stakeholders to
lead in integrating sustainability by advancing climate action, environmental responsibility
and social performance across oil, gas and renewables activities.
Ipieca was founded at the request of the United Nations Environment Programme in 1974.
Through its non-lobby and collaborative approach Ipieca remains the industry’s principal
channel of engagement with the UN.

The International Association of Oil & Gas Producers (IOGP) is the global voice of our
industry, pioneering excellence in safe, efficient and sustainable energy supply – an
enabling partner for a low-carbon future. Our Members operate around the globe,
producing over 40% of the world’s oil and gas. Together, we identify and share
knowledge and good practices to improve the industry in areas such as health, safety,
the environment and efficiency.

Ipieca
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IOGP
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