CSChE ERA Guideline Development Status for PSM Division “Bridging Process Safety and Environmental Science” Manny Marta February 6, 2018 Original File: Jan 31, 2018 Revised File: Feb 2, 2018

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

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

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

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

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

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

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)

Key 2017 Developments (Refresher) Excel Aid (Cont’d) 𝑬𝑯𝑰 𝑻𝒐𝒕𝒂𝒍 = 𝒌 𝒋 𝑬𝑯𝑰 𝑩𝒊𝒐𝒕𝒊𝒄 + 𝑬𝑯𝑰 𝒔𝒐𝒄𝒊𝒐−𝒆𝒄𝒐𝒏𝒐𝒎𝒊𝒄 𝒋 𝒌 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 𝑬𝑯𝑰 𝒙 = 𝑬𝒙𝒕𝒆𝒏𝒕 𝑬𝒙𝒕𝒆𝒏𝒕 𝒓𝒆𝒇 x 𝑺𝒆𝒗𝒆𝒓𝒊𝒕𝒚 𝑺𝒆𝒗𝒆𝒓𝒊𝒕𝒚 𝒓𝒆𝒇 x 𝑹𝒆𝒄𝒐𝒗𝒆𝒓𝒚 𝑹𝒆𝒄𝒐𝒗𝒆𝒓𝒚 𝒓𝒆𝒇 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)

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

Key 2017 Developments (Refresher) Excel Aid (Cont’d) EHI method has been enhanced to include following risk situations Contamination to socio−economic water areas (recreational, commercial, social) Terrestrial contamination + flora/ fauna effects + contamination to socio−economic areas (recreational, commercial, social) As a result, the EHI risk method needs calibration for the new risk situations Calibration work will start when Team first discusses concepts in draft guideline (when review reaches this point)

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

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)

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)

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

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.)

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)

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