BILL ANALYSIS                                                                                                                                                                                                    �






                 Senate Committee on Labor and Industrial Relations
                              Senator Ben Hueso, Chair

          Date of Hearing: March 26, 2014              2013-2014 Regular  
          Session                              
          Consultant: Alma Perez-Schwab                Fiscal:Yes
                                                       Urgency: No
          
                                  Bill No: SB 1300
                                   Author: Hancock
                      As Introduced/Amended: February 21, 2014
          

                                       SUBJECT
          
                               Refineries: turnarounds


                                     KEY ISSUES

          Should the Legislature require the Department of Industrial  
          Relations to recoup from the owner of a refinery, the full costs  
          of extraordinary expenditures resulting from the division's  
          response to an emergency hazardous material release or similar  
          occurrence? 

          Should oil refineries be required to annually report their  
          schedule for "turnarounds" to the Division of Occupational  
          Safety and Health and provide documentation on refinery safety  
          and infrastructure?  

          Should the Legislature prohibit certain information on refinery  
          safety and infrastructure that is submitted to the State as a  
          "trade secret" from being released to the public?


                                      ANALYSIS
          
           Existing law  established the California Division of Occupational  
          Safety and Health (Cal/OSHA), within the Department of  
          Industrial Relations (DIR), to protect workers from health and  
          safety hazards on the job through research and standards,  
          enforcement and consultation programs. Among other things,  
          Cal/OSHA promotes worker safety through implementation of  
          training and process safety management in refineries and other  
          facilities, as specified. 









           
          Existing law, under the California Refinery and Chemical Plant  
          Worker Safety Act of 1990:

              1)   Declares that the potential consequences of explosions,  
               fires, and releases of dangerous chemicals may be  
               catastrophic; thus immediate and comprehensive government  
               action must be taken to ensure that workers in petroleum  
               refineries, chemical plants, and other related facilities  
               are thoroughly trained and that adequate process safety  
               management practices are implemented.    

             1)   Defines "process safety management" as the application  
               of management programs, as specified, when dealing with the  
               risks associated with handling or working near hazardous  
               chemicals and is intended to prevent or minimize the  
               consequences of catastrophic releases of acutely hazardous,  
               flammable, or explosive chemicals.  

             2)   Among other things, "Process Safety Management  
               Standards" require: 
             (Labor Code �7850 - 7870)

                  a.        The Occupational Safety and Health Standards  
                    Board to adopt process safety management standards for  
                    refineries, chemical plants, and other manufacturing  
                    facilities.
                  b.        An employer to develop and maintain a  
                    compilation of written safety information to enable  
                    the employer and employees operating the machinery to  
                    identify and understand the hazards posed by processes  
                    involving acutely hazardous and flammable material. A  
                    copy of this information is to be accessible to all  
                    workers.
                  c.        An employer to perform a hazard analysis for  
                    identifying, evaluation, and controlling hazards  
                    involved in the process. 
                  d.        An employer to develop, implement, and update  
                    periodically written operating procedures that provide  
                    clear instructions for safely conducting activities  
                    involved in each process consistent with the process  
                    safety information. 
          Hearing Date:  March 26, 2014                            SB 1300  
          Consultant: Alma Perez-Schwab                            Page 2

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                  e.        Each employee whose primary duties includes  
                    the operating or maintenance of a process to be  
                    trained in an overview of the process with an emphasis  
                    on the specific safety and health hazards, procedures,  
                    and safe practices applicable to the employee's job  
                    tasks as well as refresher and supplemental training  
                    documented by the employer's certification record. 
                  f.        An employer to inform contractors performing  
                    work on, or near, a process of the known potential  
                    fire, explosion, or toxic release hazards related to  
                    the contractor's work; and requires that contractors  
                    have trained their employees to a level adequate to  
                    safely perform their job.  
                   
          Existing law  requires the Division of Occupational Safety and  
          Health to annually fix and collect reasonable fees for  
          consultation, inspection, adoption of standards, and other  
          duties conducted pursuant to the act. The fees shall be  
          sufficient to cover, at a minimum, the annual cost of 15 staff  
          positions. All revenue collected is to be deposited into the  
          Occupational Safety and Health Fund and subject to appropriation  
          by the Legislature in the annual Budget Act. 
           

          This Bill  would 1) expand on the requirements for fees collected  
          from refineries, 2) define what a "turnaround" at refineries is  
          and would establish specific requirements of refineries in  
          notifying the state of any planned turnarounds, and 3) would  
          prohibit certain information submitted to the state as a trade  
          secret from being released to the public. 

           With regards to the fees collected from owners for refinery  
          safety, this bill would:
           
             1)   Authorize the Department of Industrial Relations  
               (instead of the division within the department) to fix and  
               collect reasonable fees to cover all necessary expenses,  
               including administrative and indirect costs, for the  
               existing consultation, inspection, adoption of standards  
               and other duties required under the Refinery and Chemical  
               Plant Safety Act. 

          Hearing Date:  March 26, 2014                            SB 1300  
          Consultant: Alma Perez-Schwab                            Page 3

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             2)   Additionally, authorize the fees to be used to fund  
               participation in interagency efforts to improve safety in  
               refineries and chemical plants. 

             3)   Delete the requirement in law that the fees must be  
               sufficient to cover 15 staff positions.  

             4)   Require the director of DIR to adopt rules and  
               regulations governing the criteria and procedures to fix  
               and collect the fees, including emergency regulations as  
               necessary. 

             5)   Require the director of DIR to recoup from the owner of  
               a refinery (by adding the amount expended to next year's  
               assessment), the full costs of extraordinary expenditures  
               resulting from the division's response to a hazardous  
               material release or similar occurrence.  The director shall  
               document expenses for which reimbursement is sought. 

             6)   Authorize the department to credit against the owner's  
               subsequent year's assessment, any unexpended funds or  hold  
               them in reserve as a contingency fund for expenditures  
               required by an emergency response to a hazardous material  
               release or other situation.

           With regards to "turnarounds," this bill would:
           
             1)   Define "turnaround" as a planned, periodic shutdown,  
               total or partial, of a refinery process unit or plant to  
               perform maintenance, overhaul, and repair operations and to  
               inspect, test, and replace process materials and equipment.  
                

             2)   Specify that "turnaround" does not include unplanned  
               shutdowns that occur due to emergencies or other unexpected  
               maintenance matters in a process unit or plant, or routine  
               maintenance, as specified. 

             3)   Require a refinery employer to submit to the division a  
               full schedule of planned "turnarounds" for the various  
               units on September 15 of each year. 

          Hearing Date:  March 26, 2014                            SB 1300  
          Consultant: Alma Perez-Schwab                            Page 4

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             4)   At the request of the division, require a refinery  
               employer to provide on-site access and specified  
               documentation relating to a planned turnaround at least 60  
               days prior to the shutdown of a process unit or plant,  
               including:
                  a.        Corrosion reports and risk-based inspection  
                    reports;
                  b.        Process Hazard Analyses;
                  c.        Boiler permit schedules;
                  d.        Management of change records related to  
                    repairs, design modifications and process changes;
                  e.        Work orders scheduled to be completed in the  
                    planned turnaround; and 
                  f.        Temporary repairs since the last turnaround. 

             5)   Require the refinery employer to submit notification of  
               any changes and supporting documents at least 30 days prior  
               to a planned turnaround. 

             6)   Authorize the division, by agreement with a refinery  
               employer, to modify the reporting period as to any  
               individual item of information.  

             7)   Require the division to develop an electronic  
               information management system to facilitate monitoring of  
               petroleum refineries. 

           With regard to information contained within documentation of a  
          "turnaround," this bill would:
                
             1)   Authorize a person providing information regarding a  
               "turnaround," to identify all or a portion of the  
               information submitted to the division as a trade secret. 

             2)   Prohibit any information that is submitted to the  
               division as a trade secret from being released to the  
               public.  However, the fact that the information is claimed  
               to be a trade secret is public information.  

             3)   Establish procedures for notifying a refinery of any  
               requests for the release of information claimed to be a  
               trade secret, subsequent requirements of the refinery, and  
          Hearing Date:  March 26, 2014                            SB 1300  
          Consultant: Alma Perez-Schwab                            Page 5

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               final determination by the division on whether or not the  
               information will be released. 

             4)   Establish legal proceedings for the person seeking the  
               release of information or the person requesting that the  
               information remain a trade secret. 
           


                                      COMMENTS

          
          1.  Overview on Refinery Turnarounds: 

            According to the American Petroleum Institute (API), a  
            refinery turnaround is a planned, periodic shut down (total or  
            partial) of a refinery process unit or plant to perform  
            maintenance, overhaul and repair operations and to inspect,  
            test and replace process materials and equipment. Turnarounds  
            are scheduled at least 1-2 years in advance and depending on  
            the process unit and the amount of maintenance needed, the  
            length of the turnaround can vary from 1 to 4 weeks or more.  
            API also stated that the less often units are started up and  
            taken down, the safer it is since refinery incidents are more  
            likely to occur during turnarounds. 

          2.  Background on August 2012 explosion at Chevron Richmond Oil  
            Refinery: 

            According to an Interim Investigation Report from the U.S.  
            Chemical Safety and Hazard Investigation Board on the Chevron  
            Richmond Refinery Fire: 

               On August 6, 2012, the Chevron U.S.A. Inc. Refinery in  
               Richmond, California experienced a catastrophic pipe  
               failure in the #4 Crude Unit. The pipe ruptured, releasing  
               flammable, hydrocarbon process fluid that partially  
               vaporized into a large vapor cloud that engulfed nineteen  
               Chevron employees. All of the employees escaped, narrowly  
               avoiding serious injury. The ignition and subsequent  
               continued burning of the hydrocarbon process fluid resulted  
               in a large plume of unknown and unquantified particulates  
          Hearing Date:  March 26, 2014                            SB 1300  
          Consultant: Alma Perez-Schwab                            Page 6

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               and vapor traveling across the Richmond, California, area.  
               In the weeks following the incident, approximately 15,000  
               people from the surrounding area sought medical treatment  
               due to the release. 

            Multiple agencies opened investigations in response to the  
            incident including the Division of Occupational Safety and  
            Health (Cal/OSHA), the U.S. Chemical Safety and Hazard  
            Investigation Board (CSB), and the U.S. Environmental  
            Protection Agency (U.S. EPA). Additionally, Chevron also  
            completed its own internal investigation.  All investigations  
            identified serious concerns about process safety management  
            procedures at the refinery and expressed the need for stronger  
            preventative safeguards.  

            On January 30, 2013, the Division of Occupational Safety and  
            Health issued 25 citations against Chevron USA, with proposed  
            penalties totaling nearly $1 million ($963,200 exactly), for  
            state safety standard violations related to the refinery  
            explosion.  The citations included eleven "willful serious"  
            and twelve "serious" violations, resulting in the highest  
            penalties in Cal/OSHA's history. Among Cal/OSHA's finding,  
            they reported that: 

                       Chevron did not follow the recommendations of its  
                  own inspectors and metallurgical scientists to replace  
                  the corroded pipe that ultimately ruptured and caused  
                  the fire. Those recommendations dated back to 2002. 


                       Chevron did not follow its own emergency shutdown  
                  procedures when the leak was identified, and did not  
                  protect employees.


          3. Improving Public and Worker Safety at Oil Refineries: Report  
            of the Interagency Working Group on Refinery Safety 

            Following the August 2012 explosion at Chevron's Richmond Oil  
            Refinery, Governor Brown convened a 13-agency Working Group to  
            explore ways of improving public and worker safety at and  
            around oil refineries through enhanced oversight, and to  
          Hearing Date:  March 26, 2014                            SB 1300  
          Consultant: Alma Perez-Schwab                            Page 7

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            strengthen emergency preparedness. Over an 18-month period,  
            the group met internally and with industry, labor, community,  
            environmental, academic, local emergency response and other  
            stakeholders. 

            The report details recommendations to improve emergency  
            response and preparedness. Specifically, the report made the  
            following recommendations: 

                     Coordinating regulatory activities to avoid  
                 duplication and increase effectiveness;
                     Establishing clear criteria for unified response  
                 during emergencies and aligning radio communications  
                 between industry firefighters and local first responders;  
                   
                     Improving information and data flows from refineries  
                 to the public and state and local agencies;
                     Requiring refineries to implement inherently safer  
                 systems to prevent emergencies and better protect workers  
                 and neighboring communities;
                     Strengthening enforcement capacity to ensure  
                 adequate oversight of refineries;
                     Assessing operational safety and organizational  
                 structures at refineries to reduce human factors such as  
                 lack of training, insufficient experience or fatigue that  
                 can cause hazards;
                     Providing greater community access to air quality  
                 monitoring information in and around refineries. 

            An Interagency Refinery Task Force was established in August  
            2013 to continue overseeing progress on the recommendations,  
            and will meet bimonthly to ensure proper implementation. 

          4.  Need for this bill?

            The devastating explosion that occurred at the Chevron  
            Richmond Refinery has sparked much discussion and debate on  
            current safety standards, their effectiveness, or lack  
            thereof, and need for improvement.  After several  
            investigations and the highest ever penalties issued in  
            Cal/OSHA's history, it has become clear that more needs to be  
            done. Among Cal/OSHA's findings with regards to the Chevron  
          Hearing Date:  March 26, 2014                            SB 1300  
          Consultant: Alma Perez-Schwab                            Page 8

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            Refinery explosion, were violations in Chevron's  
            implementation of its own "process safety management"  
            procedures required of all refineries.  

            Under current law, "process safety management" procedure  
            regulations require refineries to implement a comprehensive  
            safety plan that includes a precise determination of what  
            hazards exist and procedures to eliminate or reduce them.   
            Employers must ensure that machinery and equipment are in good  
            condition, that work procedures are safe, that hazards are  
            controlled, and that workers are trained to safely operate the  
            equipment, recognize hazards and respond appropriately in  
            emergency situations. Chevron's Richmond Refinery failed to  
            meet these requirements which resulted in the catastrophic  
            explosion which put many lives in danger and left the refinery  
            with an almost $1 million fine. 

            This bill is necessary to establish specific requirements of  
            refineries in notifying the department of any planned  
            "turnarounds" as well as provide documentation regarding the  
            refinery safety and infrastructure to allow for a more  
            thorough review.  

          5.  Proponent Arguments  :
            
            According to the author, oil refineries have no obligation  
            under state law to report their "turnaround" schedule to any  
            part of state or local government. Nor are they required to  
            disclose important information, such as repair schedules or  
            corrosion reports. The author argues that given the importance  
            of "turnarounds," both to the refinery itself as well as the  
            public safety risk they pose, allowing the Division of  
            Occupational Safety and Health to know this information may  
            allow it to conduct targeted inspections of refinery  
            facilities. This bill would require petroleum refineries to  
            annually report their schedule for "turnarounds" to the  
            division and would require them to also submit documentation  
            on refinery safety and infrastructure. 

            Proponents argue that in the case of Chevron, had Cal/OSHA  
            known that Chevron had not inspected the section of piping  
            that caused the explosion, it is possible that Cal/OSHA could  
          Hearing Date:  March 26, 2014                            SB 1300  
          Consultant: Alma Perez-Schwab                            Page 9

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            have done their own inspection.  Doing so, they argue, could  
            have prevented an incident that threatened public health,  
            affected the environment, and imposed severe financial costs. 

          6.  Opponent Arguments  :

            None received. 

          7.  Staff Comment  :

            On page 5, line 24-25 of the bill would require the division  
            (Cal/OSHA) to develop an electronic information management  
            system to facilitate monitoring of petroleum refineries;  
            however, the bill provides no further indication as to what or  
            how this system would work, which user it is targeting - the  
            refineries, the public or the department? The author may wish  
            to amend the bill to provide further clarification on this  
            provision. 

          8.  Double Referral  :

            This bill has been double referred and, if approved by this  
            committee, it will be sent to the Senate Judiciary Committee  
            for a hearing.

          9.  Prior Legislation  :

            SB 438 (Hancock) of 2013:  Held in Assembly Appropriations  
            Committee  
            SB 438 from last year is very similar to the provisions found  
            in this bill, however, this year the author has chosen to also  
            address costs associated with the State's response to a  
            hazardous occurrence and allows certain information to be  
            protected from public disclosure. 

            SB 71(Budget and Fiscal Review Committee) of 2013:  Chaptered 
            SB 71 included changes to Labor Code which directed the  
            Department of Industrial Relations to use its statutory  
            authority to approve a fee by March 31, 2014, to support an  
            increase in funding and at least 15 new positions for the  
            Process Safety Unit, which inspects oil refineries and  
            chemical plants. 
          Hearing Date:  March 26, 2014                            SB 1300  
          Consultant: Alma Perez-Schwab                            Page 10

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            AB 3672(Elder) of 1990:  Chaptered
            AB 3672 established the California Refinery and Chemical Plant  
            Worker Safety Act of 1990 including process safety management  
            standards to prevent or minimize the consequences of  
            catastrophic releases of toxic, flammable or explosive  
            chemicals.


                                       SUPPORT
          
          Asian Pacific Environmental Network (APEN) 
          

                                     OPPOSITION
          
          None received 
























          Hearing Date:  March 26, 2014                            SB 1300  
          Consultant: Alma Perez-Schwab                            Page 11

          Senate Committee on Labor and Industrial Relations