CHESM - Pre-Job Safety Checklist - Join Operations - Standardized SHEERS Process

Sep 4, 2026

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Pre-Job Safety Checklist is used to review contractor safety details tied to the job scope after the contractor is selected, typically within one to two weeks of starting work. The checklist also supports reviews for major jobs performed by existing contractors. It captures general project and contractor information, verifies leadership and safety expectations, defines process for approvals on scope changes, and outlines facility planning, objective targets, teams, measurements, and work-process investigation and corrective action requirements.

LanguageEnglish

CategoryForms

FormatDOCX

Pages23

Reading Time8 min

AccessFree to download

Pre-Job Safety Checklist

General Information

Leadership

Facility Planning

Objective and Targets

Teams

Measurements

Work Process

Corrective Action/Preventive Action

Shared Learnings

Pre-Task Hazard Identification

CHESM – Pre-Job Safety ChecklistJoin Operations – Standardized SHEERS Process Approved 23 May 2007 Revised 31 Oct 2019Version 1.0 ©2019 by Joint Operations This document contains proprietary information of Joint Operations. Any use of this document without express, prior, written permission from Chevron Corporation and/or its affiliates is prohibited. Pre-Job Safety Checklist This checklist is used to review specific details pertinent to the job scope relative to contractor safety after the contractor has been selected. The review is to be conducted within a week or two of beginning work. This checklist may also be used for reviewing specific details for major jobs by existing contractors to ensure discussion of details pertinent to the job scope. General Information Plant/location: FORMTEXT Project description: FORMTEXT Contract/P.O. number: FORMTEXT Contractor firm names (include sub-contractors): FORMTEXT Contract firm’s local business address: FORMTEXT Telephone number: FORMTEXT Email: FORMTEXT Alternate contact method: FORMTEXT Superintendent/Leader’s Name: FORMTEXT Phone: (_____)______________________________ What is the “work history” of the project/job superintendent (previous safety history)? FORMTEXT Foreman’s Name: FORMTEXT Phone: (_____)_____________________________________ Contractor’s EHS representative: Name: FORMTEXT Phone: (_____)_____________________________________ Full time FORMCHECKBOX Part time FORMCHECKBOX As needed FORMCHECKBOX Project start date: FORMTEXT Expected duration: FORMTEXT FORMTEXT Project manager FORMTEXT Project contact FORMTEXT Pre-job safety review facilitator Date of this review: FORMTEXT Attendees Name Title Company Leadership Review project organization project leader, maintenance, and construction personnel, contract administrator, etc. Yes Review safety expectations for each level involved in project, as well as the overall project: Contractor, project leader, plant personnel, etc. Project safety goals Project/turnaround incentives (if applicable) Yes Review process for approval of scope changes after project is in progress. How will safety be ensured as job scope changes or jobs added? Yes No N/A Restricted areas within plant identified for the workers involved? Yes No N/A Have contractor review progressive discipline policy for safety violations. Yes No N/A Existing site safety performance and expectations for positive contribution. Yes No N/A Facility Planning Ensure everyone familiar with selected work schedule: five work days/week of eight-hour/day, four work days/week of ten hour/day, 12 hour shifts, etc. Yes No Gate/entrance assignment Yes No N/A Parking facilities Yes No N/A Transportation of workers to work site: Seatbelts Speed limits Pedestrian travel Personal vehicle/motorcycles allowed? Yes No N/A Facility needs determined and plans in place to provide: Office space Restroom/wash room/change room Lunch room Drinking water Telephones Contractor computer setup - ________ Intranet and email Service shops notified and ready for additional work load (general repair shop, machine shop, sandblast booth, etc.) Fabrication area Yes No N/A If a contractor supplies any portable temporary buildings, the contractor understands responsibility for: Obtaining Fire Marshall approval or waivers Posting a copy of the certificate or letter of waiver on the doorway Providing building identification Using an inspection checklist (if on site one month or more) If occupied: Exit signs Stairways and landing platforms Location/placement reviewed per API RP752 or applicable siting criteria Yes No N/A If a temporary hand wash or other sanitary stations required, are they drained to a sanitary sewer (not storm water outfall)? Yes No N/A Plans in pla

FAQs

When should the pre-job safety checklist be completed?

The review is conducted within a week or two after beginning work, following contractor selection. It can also be used for major jobs by existing contractors to ensure scope details are discussed.

What general information must be recorded in the checklist?

It includes plant/location, project description, contract or P.O. number, contractor firm names (including subcontractors), local address, contact details, superintendent/foreman information, contractor EHS representative details, and expected project timing.

Which topics are covered under work process and safety management?

The checklist addresses safety activity planning, periodic review and evaluation expectations, incident investigation expectations and methods, reporting distribution, corrective action tracking and validation, and shared learnings across site and functional specialties.

Sep 4, 2026

Upload by Eliana