CSChE ERA Guideline Development Status for PSM Division

1. CSChE ERA GuidelineDevelopment Statusfor PSM Division Manny Marta “Bridging Process Safety and Environmental Science” February 6, 2018 Original File: Jan 31, 2018 Revised File: Feb 2, 2018

2. Presentation Information • A shorter update for Feb 6, 2018 meeting • For June 2018 meeting (new participants expected) • Possible Additional information • project history • in depth review of EHI Excel Aid • etc. • Latest update on progress at that time • Unique Nature of Project (Refresher) • Latest Team Composition (Refresher) • 2017 Key Developments (Refresher) • Where We Are “On the Flight Plan” (New Info) Note: Project has no issues requiring direction from PSM Division at this time

3. Nature of Project (Refresher) • Hybrid process safety & environmental guideline unique in the world • Key Environmental Contributions • Scientific approach to assessing exposure & effects to ecological receptors and socio-economic areas from acute chemical spills/ releases; e.g., • Use of conceptual models • Transport and Fate Modelling • Use of Toxicity Reference Values for specific effects for different receptors exposed in the environment • Exposure and Effects Assessment • Complex concepts; multi-faceted • Heavy use of terminology

4. Nature of Project (Cont’d) Hybrid process safety & environmental guideline unique in the world (Cont’d) • Key Process Safety Contributions • Not found in published (traditional) ERA guidelines • Identifying/ assessing spill/ release scenarios • in addition to consequence assessment • Risk analysis • direct integration of expected frequency with consequence results • not just consequence analysis and likelihood of effect • Risk control/ management • considerations for reducing event likelihood/ minimizing consequence severities • not just post-spill remediation/ restoration

5. Nature of Project (Cont’d) Hybrid process safety & environmental guideline unique in the world (Cont’d) • Key Process Safety Aspects/ Contributions (Cont’d) • Risk Assessment/ Decision-Making • Transparent & explicit risk acceptance/ decision criteria • Based on an archived (1998) UK Dept. of Environment Risk Decision Criteria • Not Use “Risk Characterization” (Typical Narrative Approach in Published ERA GDLs) • Guideline Globally Unique Due To Information On • Best practices from process safety & environmental • Transparent risk decision-making • based on explicit risk criteria

6. Latest Team Composition • Level of active involvement in meetings varies • Listed in first name order • Process Safety • Andy Ridpath, Enbridge • Elizabeth Alderson, AMEC FW • Laura Cicinelli, Independent • Melanie Wilson, Trans-Canada Pipelines • Manny Marta, Independent (Facilitator) • Environmental • Cindy Smith, AMEC FW Environmental Services • Jerome Marty, Ph.D., Council of Canadian Academies • Jessica Aird, Nalco Environmental • Michael Pappoe, Ph. D., Independent Consultant • Matt Horn, Ph.D., RPS Group Environmental Services (Transport and Fate Modelling Expert) • Stacey Fernandes, CanNorth Environmental Services

7. Latest Team Composition (Cont’d) • Regulators • Hua Deng, Alberta Energy Regulator • Jorge Larez, Ontario TSSA • Michael Zelensky, Alberta Energy Reglator • Nicole Curnow, BC Oil & Gas Commission

8. Key 2017 Developments (Refresher) • Developed Comprehensive Key Terms and Acronyms Companion Document • ~ 229 Terms • ~ 57 Acronyms • Developed Excel Aid to Help With Assessing Environmental Harm Index (EHI) • Foundation = UK Dept. of Environment Reference • Risk = Frequency x Environmental Harm Index (EHI)

9. Key 2017 Developments (Refresher) Excel Aid (Cont’d) • Where • j – represents different toxic chemicals with different effects on different receptors • k – represents different ecosystems & socio-economic areas; e.g., aquatic, wetland, terrestrial affected by the same spill • Reference factors define a “major accident” (term used in original reference) • Current information/ criteria • directly applicable for water body contamination and effects on water- based or water-interacting fauna where • Severity/ Severityref = PEC/ LC50 • PEC - Predicted Environmental Concentration (From Transport & Fate Modelling) • LC50 – Median Lethal Concentration for identified receptor(s) (From Data Sources)

10. Key 2017 Developments (Refresher) Excel Aid (Cont’d) • Risk Criteria • For EHI of 100 (typical for major accidents) • Acceptable frequency • not more frequent than once in 1 million years • Acceptable Frequency vs. EHI Slope = -1

11. Key 2017 Developments (Refresher) Excel Aid (Cont’d) • EHI method has been enhanced to include following risk situations • As a result, the EHI risk method needs calibration for the new risk situations

12. Current Position in “Flight Plan” • Holding regular 2 hr online meetings • For 2018, changing meeting frequency from every 3 weeks to every 2 weeks (on trial basis) • Activities/ Sections Reviewed To Date () • Team Making Decision Process  • Acknowledgements  • Key Terms & Acronyms  • Separate document updated on ongoing basis • Is involving reasonable amount of discussion • Guideline Introduction  • Guideline Currency and Relevance (New Based on Discussions)  • Recommendation to review/ update guideline not less often than once every 5 years to reflect • Latest practice/ knowledge • Latest data • Latest societal issues • To have final decision by PSMD when it reviews completed draft

13. Current Position in “Flight Plan” (Cont’d) Sections Reviewed to Date (Cont’d) • General Purpose of Guideline  • Guideline Objectives or Goals  • Regulatory Requirements  • Scope for Guideline (review part-way through) • Types of Chemicals  • Fixed Facilities  • Transportation Systems  • Ecosystems – current (good) discussion  • Socio-Economic Systems/ Areas – current (good) discussion  • Areas of Concern (To be reviewed) • Spill Location Criteria (Non-Fixed) Sources (To be reviewed) • Receptors (To be reviewed)

14. Remaining “Flight Plan” To Be Reviewed • Possible Typical Applications for Use of Guideline • Typical Triggers • Overall Process Explained • includes procedural and technical flow charts • General Problem Understanding (Environmental Contribution) • includes conceptual model which formulates risk hypotheses to be analyzed • General Planning (Environmental Contribution) • Define objectives and goals for an ERA • Plan resources/ schedule/ information needed for an ERA • (Design/ Operations) Hazard Analysis and Spill Scenarios Development (Process Safety Contribution)

15. Remaining “Flight Plan” (Cont’d) To Be Reviewed (Cont’d) • Spill/ Release Consequence Analysis (Environmental Contribution) • General • Determining Release Rates and Amounts • High Consequence Area Sensitivity Ranking • Consequence Scoring • Transport and Fate Modeling • Exposure Assessment • Effects Assessment • Key Challenge

16. Remaining “Flight Plan” (Cont’d) To Be Reviewed (Cont’d) • Risk Analysis (Process Safety Contribution) • Direct Integration of Frequency with Consequence Results • Risk Assessment & Decision Making Criteria (Process Safety Contribution) • Different approaches for different needs – “fit for purpose” • Qualitative (e.g., internal screening) • Semi-Quantitative (e.g., internal decision-making) • Quantitative (e.g., convincing external stakeholders, regulators) • Risk Control/ Management (Process Safety Contribution) • Uncertainty and Confidence (Environmental Contribution) • Risk Communication (Environmental Contribution) • Longer Term Monitoring (Environmental Contribution) • Addenda (extra info, various data sources, etc.)

17. Remaining “Flight Plan” (Cont’d) After Team Reviews • Create a “clean readable” copy/ version (Content itemized and similar to format used by NFPA Standards) • Peer/ external-to-team review including PSMD, others (TBD)

18. Useful Links • Link to online shared location for Orientation Document (i.e., draft guideline), Environmental Risk Decision Methods Document, Excel Aidhttps://drive.google.com/open?id=0B4hKgrr_Gus5NGlxRTlIQlM3eEU • Link to online shared location for Key Terms and Acronyms Documenthttps://drive.google.com/open?id=0B4hKgrr_Gus5fmF0TlliNkNMNGY2b3hlYU1wTGYxeHRRQlN2U3NNUDhjT3YwbC1xNUh6aE0