1

Road Transport Forum

September 18, 2013

Fort St. John, BC

2

Agenda

AGENDA

8:00 - 8:15 Opening Remarks /– Sean Martin (Shell Canada)

8:15 - 9:00 Safety Moment / Anti Trust / Review of Trends – Sean Martin

9:00 – 10:00 Reviews of DATS system and it’s Capabilities – Paul Rolfe - Bonnetts

10:00 - 10:20 Break

10:20 - 10:40 Rollover Bowtie – Mike Bertamini

10:40 - 11:10 Contracts – Sam Beggs

11:10 - Noon Leaner's Test & Team building exercise

Noon - 1:00 Lunch

1:00 – 1:45 How to give Feedback to Drivers on IVMS Performance / Qaulcom System / Digital log books – Bruce - Trimac

1:45 - 2:00 Open Discussion / Closeout

3

Meeting Ground Rules

Arrive on time, keep to time

Be open, in

your

contribution Switch off mobile phones

Be short and to the point

No side talks

Respect others’ opinions

No cross talks

Be present and participate

One voice at a time

No unsafe acts

4

Safety Moment

Exits

Muster Point

Restrooms

Please complete the sign in sheet with contact information

5

Emergency Traffic Control Landscapers Municipal

Road Builders Road Maintenance

Tow Truck

6

Drive with Care Your Car Weighs Up to Two Tons.

A Cone Won’t Slow it Down. Your Right Foot Will.

A Cone Zone is all about control…

Three Simple Acts Can Save a Worker’s Life Thousands of roadside workers are depending on drivers to keep control of their vehicle in a Cone Zone. Here’s what

they want you to do:

1. Slow down and drive with extreme care near a Cone Zone.

2. Stay alert and minimize distractions.

3. Think about every cone as if a human being were standing behind it.

How to Drive Safely in a Cone Zone • Slow Down

• Plan your route and allow extra travel time

• Expect the unexpected and don’t tailgate

• Slow down to posted speed limits and pay attention

• Allow extra space between your vehicle and the one in front of you

• Keep your eyes (and ears) on the road

• Never use a cell phone or text while driving.

• Follow sign and flag directions.

• Get to know the work zone signs.

• Show respect for roadside workers

• Make eye contact.

• Keep your cool and be patient.

• Slow down even if you don’t see anyone working. Hazards such as traffic shifts or lane reductions may appear

suddenly.

7

Antitrust Guidelines

It is Shell policy to strictly comply with all Federal and Provincial antitrust

laws. Meeting participants are reminded that during, before and after

meetings, there shall be no discussion of competitively sensitive

information, including but not limited to prices, costs, customers,

suppliers, output or production, commercial plans, allocation of territories

or customers, or any other discussion that could be viewed as restraining

competition or limiting any person or company from free access to any

business, market, customer, or vendor.

Discussion should be limited to agenda items only. Any questions about

the propriety of a discussion item should be raised immediately and

should be addressed with an abundance of caution. When in doubt,

participants should table issues until reviewed by legal.

8

Antitrust Guidelines – Things to Remember

Don’t discuss prices with competitors.

Don’t forget that conviction of antitrust violations is criminal and

can lead to personal incarceration and substantial fines for you as

well as your company.

Don’t agree with competitors to boycott suppliers or customers.

Don’t prepare documents or make presentations without

considering antitrust implications.

Don’t discuss with competitors levels of production outputs.

9

Safety Message from UA VP Logistics

Colleagues,

As we begin 2013, it is very concerning to me that we’ve already experienced 3 recordable injuries and one significant

incident in Upstream Americas Logistics. All of the injuries were the result of hazards not being recognized while engaging

in routine activities. This trend is not sustainable, and hence the reason for this note. In 2013 and beyond, I will have

higher expectations of you as senior leaders. I’m expecting you to demonstrate a higher level of personal ownership of

HSE performance, and for developing and implementing improvement plans throughout the year. I will be holding you, our

long term partners, accountable for the results, and applying consequence management as necessary. Our conversations

will be different – some may be difficult. At the end of the day, the intent is for us to have a much better understanding of

the issues that affect our staff, identifying and addressing the actions, so that collaboratively we can break the barriers to

achieving Goal Zero.

Growth always comes with challenges, and we certainly experienced our share of them. Logistics contractors experienced

a total of 18 recordable injuries in 2012. While half of these injuries were minor, there were a number of serious events.

Nine of the injuries took place in our Marine business, and five were the result of road transport accidents (mostly from

rollovers). Our investigation of the incidents suggests that we had issues with improper use of tools, improper PPE, failure

to recognize hazards (JSA), and distraction. Although we were able to reach Goal Zero milestones at a number of our

locations, our overall 2012 HSE performance is unacceptable. In the past year, the organization was challenged to more

than double the logistics-supported people and material movements, with activities stretching all corners of North and

South America, including the major startups of operations in two new theaters – French Guiana and Alaska. I know this

presented challenge to you. With your help, we were able to deliver the growth initiatives identified in Upstream Americas

and I truly thank you for that.

I would appreciate your feedback and written commitment that you will take personal ownership to significantly

improve our Safety Performance in 2013. So please send me a reply to this letter or give me a call to discuss any areas

of misalignment. I look forward to working with each of you to make 2013 a successful year in UA Logistics and within your

companies!

Kind Regards,

Dan Flynn

Vice President - Logistics & Infrastructure

Upstream Americas

10

Introductions – Canada Road Transport Safety Team

Mike Bertamini – Canada Road Transport Lead

Sean Martin / Trevor Kostrosky – Groundbirch

Andrew Ward / Eric Larson – Deep Basin

Dean Dobrescu – Peace River (Calgary Based)

Dan Derzaph – Peace River (Field Based)

Dwaine Stovka – Albian (Calgary Based)

Ged Vose – Albian (Field Based)

Julian Serfontein – JM & IVMS

11

UA Road Transport Safety

Rollovers & Road Departures

12

Chronic Unease – UA Road Departures (2010 – Aug 2013)

Fatalities

Rollovers

Road

Departures

1

68

292

Fountain Incident Management System: January 2010 – July 2013

13

UA Road Departures By Month – All Vehicle Types

0

10

20

30

40

50

60

70

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2010 2011 2012 2013

14

UA Road Departures By Asset – All Vehicle Types

0

10

20

30

40

50

60

70

2010 2011 2012 2013

15

UA Road Departures & Rollover Statistics

No improvement over the last four years.

How do we break the cycle???

2010 2011 2012 2013 (June YTD)

Road Departures 35 95 111 51

Resulting in Rollovers 9 17 29 13

Ratio (Departures to Rollovers) 4:1 6:1 4:1 4:1

16

Rollover Breakdown by Scope of Work

42%

30%

11%

10%

6%

1%

Fluid

LV

Aggregate

Freight

Other

People

Majority of Rollovers

(~70%) associated with

Fluid Haulers and LV

17

ROLLOVERS – Weather Conditions

Weather and Speed are big factors on Rollovers, esp. on LGV

0

5

10

15

20

25

Fluid LGV Travel Aggregate Freight Other (blank) Heavy Haul

Clear Ice Conditions Rain/Snow/Resticted Visibility (blank)

18

ROLLOVERS – Speeds

Weather and Speed are big factors on Rollovers, esp. on LGV

0

5

10

15

20

25

Fluid LGV Travel Aggregate Freight Other (blank) Heavy Haul

Less than 15 MPH / 24 km/hr

Between 15 and 25 MPH / 25 to 40 km/hr

Between 26 and 45 MPH / 41 to 72 km/hr

Greater than 45 MPH / 73 km/hr

(blank)

Most LV Rollovers take place under Ice/Snow

conditions, while traveling >41 km/h

Most Fluid truck Rollovers

take place while traveling at

very low speeds - <24 km/hr

19

Rollovers by Year by Scope of Work

0

5

10

15

20

25

30

35

2009 2010 2011 2012 2013

Fluid LV Aggregate Freight Other People

20

Rollovers by Month by Scope of Work

0

2

4

6

8

10

12

14

16

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Fluid LV Aggregate Freight Other & People

21

0

5

10

15

20

25

2009 2010 2011 2012 2013

Rollovers by Asset

22

UA Rollover Summary

97% of all rollovers are with Contractors…not Shell staff.

HGV's involved in 68% of total rollovers.

LV tend to have rollovers during winter months (Nov to Dec)

56% of rollovers occur during daylight.

over 60% of drivers were experienced drivers (not SSE's).

22% of rollovers occurred during commutes.

47% of rollovers occurred on straight & flat roadways.

54% of all incidents occurred at speeds greater than 26 mph.

58% of the HGV rollovers occurred at speeds under 25 mph.

85% of the LV rollovers occurred at speeds greater than 26 mph.

50% of all rollovers occurred during clear weather conditions.

where fluid was being hauled, 53% of the units were full.

23

UA Rollover Summary

97% of all rollovers are with Contractors…not Shell staff.

HGV's involved in 68% of total rollovers.

LV tend to have rollovers during winter months (Nov to Dec)

56% of rollovers occur during daylight.

over 60% of drivers were experienced drivers (not SSE's).

22% of rollovers occurred during commutes.

47% of rollovers occurred on straight & flat roadways.

54% of all incidents occurred at speeds greater than 41 km/hr.

58% of the HGV rollovers occurred at speeds under 24 km/hr.

85% of the LV rollovers occurred at speeds greater than 41km/hr.

50% of all rollovers occurred during clear weather conditions.

where fluid was being hauled, 53% of the units were full.

24

HOW ARE WE GOING TO BREAK THE CYCLE???

Engagement

Why do you think Rollovers have been on the rise?

What are the main hazards, besides weather

conditions?

What can be done to mitigate the hazards?

What are the barriers to mitigating the hazards? What

can we do differently?

What current actions do we have in place? Are they

working?

25

UA Road Transport Safety

Incident Review

Paul Rolfe With Bonnetts & The Capabilities of DATS.

26

UA Road Transport Safety

Rollover Bowtie

27

Bow-tie Example

Slide 27

Death or Injury

Financial

Costs

Vehicle

Damage

Consequence

Hazard:

Movin

g

vehic

le

Vehicle

Collision

Top Event -

Journey Management

Process

Fitness to Drive

Drive time limits

Stop and Rest

Barriers

Bad Weather

Fatigue

Speeding

Threat

Emergency Response Plans

Vehicle Spec - Airbags

First Aid Training

Wear a Seat Belt Recovery Measures

28

ROLLOVER BOW TIE

Control Barriers Consequence Recovery Measures

Specs (Airbags, ABS, etc.)

Fall Protection

JMP Comm. Plan

Fitness to Work

Seat Belt

Headrests

Rollover Prevention

Maintenance

Top Event

Rollover

Life Saving Rules

Driver Recruitment

Vehicle Maintenance

Journey Management Process

Headlights Usage

Subcontractor Management

Hours of Service

Fitness to Work

Unauthorized passenger policy

IVMS

D&A Testing

Local Risk Assessment

Hazard

Mo

vin

g ve

hic

le

Threat

Weather &

Environment

Poor Driving

Habits (e.g.

Speeding)

Fatigue &

Distraction

Driver

Inexperience

Death or

Injury

Vehicle

Damage

$ Costs

Reputation

Impacted

Spill

Driver Training

3 yrs driving experience

Skilled Mechanics

Daily Vehicle Inspections

Emergency Response

Plans

Rollover Protection

Local legislation

Incident Reporting &

Follow-up

Load Securement

Vehicle Selection

29

ROLLOVER BOW TIE

Control Barriers Consequence Recovery Measures

Specs (Airbags, ABS, etc.)

Fall Protection

JMP Comm. Plan

Fitness to Work

Seat Belt

Headrests

Rollover Prevention

Maintenance

Top Event

Rollover

Life Saving Rules

Driver Recruitment

Vehicle Maintenance

Journey Management Process

Headlights Usage

Subcontractor Management

Hours of Service

Fitness to Work

Unauthorized passenger policy

IVMS

D&A Testing

Local Risk Assessment

Hazard

Mo

vin

g ve

hic

le

Threat

Weather &

Environment

Poor Driving

Habits (e.g.

Speeding)

Fatigue &

Distraction

Driver

Inexperience

Death or

Injury

Vehicle

Damage

$ Costs

Reputation

Impacted

Spill

Driver Training

3 yrs driving experience

Skilled Mechanics

Daily Vehicle Inspections

Emergency Response

Plans

Rollover Protection

Local legislation

Incident Reporting &

Follow-up

Load Securement

Vehicle Selection

30

2013 BARRIER & RECOVERY MEASURE FAILURES

Control Barriers Consequence Recovery Measures

Specs (Airbags, ABS, etc.)

Fall Protection

JMP Comm. Plan

Fitness to Work

Seat Belt

Headrests

Rollover Prevention

Maintenance

Top Event

Rollover

Life Saving Rules

Driver Recruitment

Vehicle Maintenance

Journey Management Process

Headlights Usage

Subcontractor Management

Hours of Service

Fitness to Work

Unauthorized passenger policy

IVMS

D&A Testing

Local Risk Assessment

Hazard

Mo

vin

g ve

hic

le

Threat

Weather &

Environment

Poor Driving

Habits (e.g.

Speeding)

Fatigue &

Distraction

Driver

Inexperience

Death or

Injury

Vehicle

Damage

$ Costs

Reputation

Impacted

Spill

Driver Training

3 yrs driving experience

Skilled Mechanics

Daily Vehicle Inspections

Emergency Response

Plans

Rollover Protection

Local legislation

Incident Reporting &

Follow-up

Load Securement

Vehicle Selection

86%

71%

57%

31

Control Barrier 1 - Journey Management Process

Barrier Maintenance

Driver did not recognize the changing driving conditions (HAZID).

Review weather/road conditions before shift and re-evaluate during

shift.

Drivers to “Stop Work” when conditions change.

Communicate.

Barrier Improvement

“Stop work” training.

Review seasonal hazards.

Route assessments before dispatching drivers.

Best Practice – adopt Life Saving Rules for all activity.

Drivers must understand the reason for a JMP.

32

Control Barrier 2 - Driver Training

Barrier Maintenance

Is the training Fit for Purpose?

Have lessons been internalized?

Robust refresher training?

Barrier Improvement

Address the likelihood of rollovers.

Address Driver’s Role in handling a ditch or soft-shoulder entry.

“What If” scenarios are discussed and shared.

Manoeuvrability and handling characteristics (Center of Gravity).

Share incident learning with other drivers.

Behaviour Based Safety Management Program.

Robust mentoring & coaching process.

33

Control Barrier 3 - Driver Recruitment

Barrier Maintenance

Lack of documented recruitment and retention processes.

Lack of effective Short Service Employee programs.

Lack of or ineffective mentoring program.

Lack of refresher training.

Barrier Improvement

Develop & implement driver assessment program.

Develop & implement driver mentoring program.

34

Control Barrier 4 — IVMS

Barrier Maintenance

IVMS equipment to capture minimum data, including seat belt usage.

A “Coaching” Tool and not a “Gotcha” Tool.

Regular (weekly) feedback, is required.

Know the capabilities of IVMS options in the market and not wait for the “Next

Best Thing”.

Barrier Improvement

Analyze and share results (Track, Rank & Publish).

BBSM system – don’t focus on “problem drivers”; ensure that attention is paid to

those driver’s that have not had a problem yet.

IVMS should be upgraded to include In-Vehicle Event Recorders (cameras).

The best time to update IVMS was before the incident…the second best time is

today.

35

Control Barrier 5 — 3 Years Driving Experience

Barrier Maintenance

Recognition that demand for experienced drivers outpaces supply.

Understand effects of a “graying” workforce.

Effective Short Service Employee programs.

Ongoing mentoring and refresher training.

Barrier Improvement

Strong training is leveraged to overcome lack of experience.

Use electronic feedback devices (IVMS/IVER) to accelerate driver’s

learning…positive coaching.

Ensure the SSE mentoring program is robust and employees are tested

to ensure they understand policies/procedures.

SSE’s must be signed-off by Shell OSR, as per Shell Policy.

Develop safety culture in workforce new to the industry.

36

Recovery Barrier 1 - Rollover Prevention

Barrier Maintenance

Rollover Prevention Device

A device or system of devices installed on a motor vehicle to detect and

reduce the risk of rollover by either:

Monitored and coach drivers on system.

Barrier Improvement

Recognition that most Rollover Prevention Systems work best for

over-correction and steady-state turn scenarios.

Driver Training takes into account the importance of the Driver’s

Role in handling a ditch or soft-shoulder entry.

37

Recovery Barrier 2 – Emergency Response Plan

Barrier Maintenance

Lack of documented ERP

ERP is not thorough

ERP is not communicated to staff

Barrier Improvement

Yearly drills – use a real life scenario…not a fire drill at the office.

38

Recovery Barrier 3 – JMP Communication Plan

Barrier Maintenance

Learning from Incidents was not distributed by the Business or

Road Transport.

Barrier Improvement

Share learnings to re-enforce the desired behaviors

39

Recovery Barrier 4 — Seat Belts

Barrier Maintenance

Seatbelts on before tires move - ALWAYS .

The act of putting on a seatbelt IS an in-cab distraction.

IVMS units track seatbelt usage and non-conformance is

properly handled.

All occupants wear seatbelts.

Barrier Improvement

Prevailing culture is that Seatbelts are worn because they save

lives…not because it is the rule.

Others intervene when seatbelt non-compliance is witnesses

without hesitation .

40

Why Do You STOP WORK OR PAUSE?

PAUSE

Means That

You’re Using

Your Brain.

40

41

Learners Test & Team Building

42

UA Road Transport Safety

Bruce Brady With Trimac

The Capabilities Qualcomm &

IVMS performance feedback.

43

Open Discussion / Closeout