Safety Management Systems (SMS)

Effective Safety Management Systems (SMS) are people-oriented, integrated with work processes, and assessed periodically to ensure continued improvement and progress towards system maturity. Join us to discuss real-world examples on knowledge management, use of SMS to drive a safety culture, how SMS can be integrated into work processes to accelerate adoption and the need to conduct ongoing assessments to ensure your SMS is effective and continually improved.

Meet the Safety Management Systems (SMS) Program Development Team. For questions or more information on this track, please contact Diana Zoren at 503.318.1108.

Learn more about the Operations Conference.

Wednesday, April 21, 2021

9:00 AM – 10:15 AM
What’s Your Knowledge Playbook?
Speakers: Shalene Choon, SMS Education and Awareness Advisor, Southern California Gas Company
Karen Schuberg, Knowledge Transfer Program Manager, Principal, Pacific Gas and Electric Company
Learn the difference between Knowledge Transfer versus Knowledge Management and Explicit Knowledge versus Implicit Knowledge and their collective value to risk mitigation to build out your knowledge playbook. Additionally, receive detailed insight on a systematic approach to managing organizational changes leveraging technology to mitigate safety-related risks.

1:00 PM – 2:15 PM
Synergy Between Human Behavior and Safety Management System (SMS)
Speakers: Jodie Lamb, Manager, Pipeline Safety Planning, Avista Utilities
Jen Pearson, Human & Organizational Performance Manager, Avista Corp.
Jeff Salazar, Regulatory Business Manager, Southern California Gas Company
As defined in API RP 1173, safety culture is a collective set of attitudes, values, norms, beliefs and practices that an operator’s employees and contractor personnel share with respect to risk and safety. Within the utility industry there are numerous and complex operational activities with safety impacts. An SMS helps to cohesively and systematically manage these. Human behavior impacts safety culture, and even with the best intentions, human error can still occur. Human and organizational performance establishes safety controls and provide the organization with skills, knowledge and attitudes to strengthen the safety culture. Learn how safety culture assessments and human and organizational performance are shifting the needle for Operators Safety Management Systems.

This session is sponsored by:

Thursday, April 22, 2021

9:00 AM – 10:15 AM
Assessing the Status and Health of your Safety Management System
Speakers: Adam Norris, Senior Safety Advisor, BC Hydro
Jonathan Ngai, Project Manager, Southern California Gas Company
Benjamin Kohner, Project Manager, Southern California Gas Company
Ryanne Metcalf, Senior Safety Audit Specialist, BC Hydro
Monica Yankowski, Manager, Gas Safety Excellence, Pacific Gas and Electric Company
Determining maturity and providing assurance that a company’s Safety Management System is effectively implemented and maintained can be challenging. Learn about how different companies evaluate the effectiveness and performance of the health of their safety management systems through:

• Gap assessments
• External (Third-party) audits
• Surveys
• Interviews
• Inspections/observations

We are safe. This is how. BC Hydro’s Approach to Safety Management Systems and Assurance Gain insight into BC Hydro’s approach to managing safety risk with a focus on roles & responsibilities and assurance as the foundation. Learn how an internal approach to assessing the overall health of management system processes and safety programs can be used to support management review, business planning and prioritization.

12:30 PM – 1:45 PM
Integration of SMS with Current Business Processes
Speakers: Neil Jenest, Engineering Manager, Pacific Gas and Electric Company
Nicole Garrett, Manager Quality Assurance & SMS, MDU Utilities Group
Lindsey Rennecker, Project Manager – Safety Management Systems, EN Engineering, LLC
Greg Watkins, Manager, Policy & Procedure, Intermountain Gas Company
Considerations for the successful implementation of SMS: The industry is focused on improving safety performance and striving to zero pipeline incidents. API 1173 was designed to be flexible and scalable approach to PDCA. This discussion will provide considerations for the approach to implementing Safety Management System around existing business and change processes.

Integrating business tools with SMS: Use existing business processes and tools to close gaps and integrate SMS into company procedures. SMS gaps can be incorporated into planned procedure updates, through the MOC process, creating a collaborative approach and minimizing change to the organization.

Connecting Design and Construction Through Safety Management Systems: An engineer uses available records, and data from field investigations, to develop a design package.  However, most constructors must make field modifications due to unknown infrastructure or unidentified obstacles.  This discussion will focus on how PG&E has used a SMS framework to minimize risk and ensure field changes are executed safely and compliantly.

This session is sponsored by: