SOUTHERN CALIFORNIA EDISON Craft Driven Safety Program Walt Johnston Vice President, Power Delivery Randy Heldoorn Senior Assistant Business Manager, IBEW Local 47
What is the Craft Driven Safety Program? CDSP is a safety program built on a partnership between SCE and IBEW Local 47 at all levels Focuses on high-consequence safety rule violations Rules That Will Keep You Alive (RTWKYA) Allows Union to hold its members accountable Union applies corrective action to craft (field) employees involved in a safety incident or rule violation that does not mandate reporting to the Company Relies on two roles created for the program Union Safety Representative and Union Safety Board Holds craft employees accountable to one another for their personal safety and their peers safety Brother s Keeper principle Southern California Edison 2
Prior to 2009: CREATING ACCOUNTABILITY & PARTNERSHIP Craft Safety Teams and Congresses Southern California Edison 3
Craft Safety Teams and Congresses Give craft employees in each craft discipline a pathway to address safety issues identified by those closest to the work Develop a structure to bring these concerns and innovations to local management, business line management, senior management and across Power Delivery where appropriate Establish forums where members discuss issues and brainstorm solutions Use forums to achieve buy-in and socialize change Build a culture of accountability and partnership between management and craft employees Southern California Edison 4
Craft Safety Teams and Congresses Each craft discipline has a Safety Congress Carrier Solutions, Distribution, Grid Operations, Planning & Field Accounting, Substation, Transmission Members are primarily qualified electrical workers close to the work Safety Congresses and council open forum to discuss safety issues Members engage with senior management, providing input on topics and presenting solutions Safety Team/Congress Structure Each work location has a Local Safety Team Local Safety Team representatives convene at Safety Congresses Safety Congresses address issues specific to line of work Safety Congress representative serves on Safety Oversight Council Safety Oversight Council addresses global safety issues affecting all craft employees Southern California Edison 5
2009-2010: HARBINGERS OF CHANGE Safety Performance Pulse-Check, Benchmarking, Safety Game Changers Southern California Edison 6
A Look at Our Safety Performance (2009) Began benchmarking with peer companies in Edison Electric Institute (EEI) survey; results positioned SCE almost last in the quartile rankings Met with two of the top-ranked companies to identify best practices Implemented several safety initiatives in 2010: Safety Game Changers Southern California Edison 7
The Beginning: Safety Game Changers Field Observation Program Managers/supervisors perform observations of crews in the field Peer-to-Peer, No Name, No Blame observations Weekly Incident Conference Call Senior/Executive Management reviews incidents on conference call with all managers and supervisors in each craft discipline Reporting supervisor is accountable for finding/implementing solutions Lessons learned communicated back to all affected employees Effective Metric Reporting Improved metrics for assessing safety, productivity and cost efficiency Rules That Will Keep You Alive Program (RTWKYA) Enforced five core safety rules RTWKYA violations resulted in 20 days, unpaid suspension and a last chance letter Southern California Edison 8
Results of the Safety Game Changers Power Delivery OSHA Recordable Injury rates dropped 18% between 2009 and 2011 SCE still ranked last All safety initiatives launched and widely accepted, except RTWKYA RTWKYA triggered widespread dissatisfaction; negative toll on safety culture Proceeded to gather input from craft Safety Congresses 8.00 7.00 6.00 5.00 4.00 3.00 2.00 1.00 0.00 8.00 7.00 6.00 5.00 4.00 3.00 2.00 1.00 0.00 T&D OSHA Recordable and DART Injury Rates 2005 2006 2007 2008 2009 2010 2011 DART Rate OSHA Recordable Rate PWRD OSHA Recordable and DART Injury Rates 2005 2006 2007 2008 2009 2010 2011 DART Rate OSHA Recordable Rate Southern California Edison 9
2011: A CALL TO ACTION Kansas City, Safety Culture Initiative Team, Craft Driven Safety Program Southern California Edison 10
A Visit to Kansas City Power & Light Safety Oversight Council (SOC) members reviewed safety results and concerns related to RTWKYA a year after the launch: Rules were ambiguous Discipline component was widely criticized Morale was strained and weakened Workforce was paralyzed; people stopped looking out for one another Selected SOC members [Safety Culture Initiative (SCI) subteam] visited KCP&L to benchmark and observe their craft safety program KCP&L S STORY After devastating serious injuries, craft employees took ownership of safety Company and union work together to address safety incidents Union is heavily involved in applying discipline Program results: Significant reduction in injuries Improved morale Southern California Edison 11
A Leap of Faith : Safety Culture Initiative (SCI) SCI team returned and designed a similar safety program, reframing RTWKYA Program Presented concept to Power Delivery Vice President Walt Johnston Asked for a leap of faith, allowing craft employees to take ownership of safety Members of the SCI team discuss the concept of the CDSP to management. Southern California Edison 12
A New Horizon: Craft Driven Safety Program KEY PROPOSED CHANGES: 1. Empower Union to hold its own members accountable Leap of faith 2. Create a new craft role, the Union Safety Representative (USR) Craft-nominated employees selected as USRs USR plays a prominent role in new safety culture Union Safety Board (USB) presides over review of safety incidents Ineffective USRs can be removed by their peers 3. Focus resources and investigations on serious rule violations and incidents, not minor issues 4. Revise discipline associated with safety violations Reduce 20 days of unpaid suspension for serious violation to 1 day paid Revise existing last chance/suspension letters Southern California Edison 13
A New Horizon: Craft Driven Safety Program OBJECTIVES: 1. Reduce safety incidents and injuries by improving safety culture Move away from an us vs. them mindset Support Brother s Keeper principle 2. Establish a positive and productive partnership between the Union and SCE in area of safety Increase level of trust and commitment between the SCE and the Union Increase efficiency of investigations Decrease time, expense and frustration associated with discipline process 3. Support craft through Union Safety Representative (USR) Acts as safety liaison to craft employees Provides coaching and guidance Southern California Edison 14
A New Horizon: Craft Driven Safety Program ANTICIPATED BENEFITS Southern California Edison 15
A New Horizon: Craft Driven Safety Program IMPLEMENTATION: Company officers approved two-year pilot Formed a team (SCE, Union and Craft representatives) to develop program Developed comprehensive project plan: Program Design Program Communication/Marketing Program Evaluation Engaged all craft employees across service territory via roadshows Separate manager meetings held to train and garner support and buy-in Identified and trained USRs and USB members Launched CDSP Aug. 8, 2012 USRs began participating in all accident investigations USB began convening to review safety incidents Southern California Edison 16
HOW DOES THE CDSP WORK? Program Elements, Rules That Will Keep You Alive, Stakeholder Roles Southern California Edison 17
CDSP At First Glance Previous Program CDSP Managed solely by SCE Long durations for investigation and RTWKYA resolution 20-day unpaid suspension + last chance letter Challenges with interpretation and administration of RTWKYA New roles: USR and USB Faster results from investigations 1-day paid suspension + discipline letter Revised/simplified RTWKYA Southern California Edison 18
Key Elements of the CDSP Union Safety Representative (USR) Union Safety Board (USB) Safety Incident Investigation Process Corrective Action Process Simplified Rules That Will Keep You Alive Southern California Edison 19
Union Safety Representative A USR is An existing craft employee who assumes an additional role as a safety liaison to craft employees; nominated by peers and selected by the Union Business Manager A neutral party in the investigation process A gatekeeper for safety issues: Decision Monitors safety issues addressed at crew level Personally investigates safety issues Decides whether to elevate safety issue to USB Decides whether to notify Company of safety issue Mode Phone In-person Meeting Union Involvement Company involvement Southern California Edison 20
Union Safety Representative Support Provides coaching and mentoring to improve safety attitudes Functions as a liaison on safety-related matters Incident Investigations Investigates safety incidents/injuries with T&D management; all safety investigations will have a USR present Conducts interviews to gather facts surrounding incident May bring in a Subject Matter Expert (SME) with approval USR is not involved in final disciplinary/corrective action decisions reached by T&D but is involved in initial discussions Communication Attends monthly safety meetings to share information on an as-needed basis Maintains personal records of activities and contacts that can be shared with T&D management at USR s discretion Southern California Edison 21
Union Safety Board The USB is A board of craft employees managed by the Union to oversee the CDSP The USB Support Oversees and supports USRs Incident Investigations Reviews incidents and may recommend corrective action, including mentoring and training Recommends maximum 1 day donation of pay to the Injured Worker s Fund for safety rule violations Communication Keeps open lines of communication with USRs Southern California Edison 22
Safety Incident Investigation Process Depending on the safety incident, one of several processes below is initiated Incident is resolved by the crew Incident requires the USR s involvement Incident triggers the Serious Incident/Injury Protocol Incident meets one of the following seven criteria, which requires mandatory reporting to the Company and may launch a routine investigation or a report: 1. Injury 2. Primary Circuit Outage 3. Primary Flash 4. Third-Party Incident 5. Equipment/Property Damage 6. Environmental Event 7. Switching Event Switching Event An unplanned operation of any device (switch, disconnect, tap, branch fuse, PMH/PME fuse, etc.) or protective scheme that did not achieve the desired result Southern California Edison 23
Safety Incident Investigation Process Flow Incident is Resolved by Crew USR is Contacted Incident Results in a Serious Injury Incident Requires Mandatory Reporting USR involvement is not required Option 1: USR decides if foreman and crew can resolve issue Serious Incident/Injury Protocol is initiated Initiate standard investigation process with USR s involvement If crew employee requests a USR, the USR must be contacted Option 2: USR personally investigates issue USR is called to the investigation Option 3: USR decides to elevate matter to USB USR notifies USB Option 4: USR decides to elevate matter to T&D mgmt Southern California Edison 24
Corrective Action Process After the investigation of a safety incident, the corrective action process is initiated Out of CDSP corrective action process Director-level approval required to go out of CDSP process SCE determines whether to stay in or move out of CDSP program In CDSP corrective action process SCE proceeds directly to implement appropriate discipline SCE and USR determine whether a clear RTWKYA violation occurred Southern California Edison 25
Corrective Action: RTWKYA Violation SCE will issue to the employee 1 day paid suspension and a disciplinary letter USR is not involved in the decision and administration of discipline The USR is informed of the decision and the matter is then referred to the USB If the USR/USB agree with the decision, the employee may be requested to donate up to a day s pay to the Injured Worker s Fund Southern California Edison 26
Corrective Action: Non-RTWKYA Violation USR determines if the matter needs to be referred to the USB for review If the USB s review is not required, no further action will be taken USB decides if corrective action is warranted If the USB decides corrective action is not warranted, the process is completed If the USB decides to address corrective action, they will decide if: 1. USB will implement or recommend corrective action (donation, training, mentoring, etc.) 2. It is appropriate to refer the matter back to SCE to address corrective action Southern California Edison 27
Rules That Will Keep You Alive Mutual collaboration to simplify the RTWKYA Organizations given the opportunity to compile their own RTWKYA specific to their workgroup Increased emphasis on the spirit of the RTWKYA: Focus on the principle behind each rule Southern California Edison 28
Rules That Will Keep You Alive 1. Must wear required flame-resistant clothing when performing any task that involves working on or near energized lines and equipment. 2. Use required fall protection while in an aerial lift or climbing a wood pole. 3. When required, use protective cover and high-voltage rubber gloves while working on or near high-voltage lines and equipment. 4. Lines and equipment, normally energized above 600 volts, must be tested and grounded when required, utilizing personal grounds between the work location and every source of supply, prior to contact. Southern California Edison 29
Stakeholder Roles T&D Management Supports USRs in their role Meets commitments to established timelines and timely communication Union Management Supports the USB Selects USRs from nominations submitted by craft employees Addresses USR performance Communicates with Union members as appropriate Craft Employees Contact USR for safety issues that cannot be addressed by the crew Hold peers accountable for working safely May choose to opt out or be discharged from the CDSP by the Union Employees who opt out or are removed from the program will be disciplined by the Company Southern California Edison 30
2013: TAKING OUR TEMPERATURE Safety Performance Pulse-Check, Journey to Best-in-Class Southern California Edison 31
A Look at Our Safety Performance Now PWRD Injury rate dropped another 22.7% between 2011 and August 2013 YTD PWRD Injury rates declining since August 2012 17 % OSHA Recordable Injury Rate reduction 29 % DART Injury Rate reduction Overall reduction 2009 to now: 37% OSHA Recordable Injury Rate reduction 45 % DART Injury Rate reduction 8.00 7.00 6.00 5.00 4.00 3.00 2.00 1.00 0.00 8.00 7.00 6.00 5.00 4.00 3.00 2.00 1.00 0.00 T&D DART and OSHA Recordable Injury Rates 2005 2006 2007 2008 2009 2010 2011 2012 2013 DART Rate OSHA Recordable Rate YTD PWRD DART and OSHA Recordable Injury Rates 2005 2006 2007 2008 2009 2010 2011 2012 2013 YTD DART Rate OSHA Recordable Rate Southern California Edison 32
A Look at Our Safety Performance Now Despite reduction, SCE remains in the 4 th quartile Southern California Edison 33
A Journey Toward Best-in-Class Continue to enable employees to take ownership of safety Implemented Craft Close Call Reporting Program in April 2013 Allows confidential close-call reporting; published and shared among craft employees Supports Brother s Keeper principle: Keep others safe. Report close calls. Keep eye on high-consequence events, but expand focus High-voltage safety incidents are serious but are occurring less frequently Strains and sprains make up the majority of injuries Enlist expertise of USRs and craft employees to identify opportunities to prevent strains and sprains Stretching programs tailored for each trade/specific line of work Craft Close Call Reporting Program Southern California Edison 34
It won t be overnight, but we will get there.