• Ensure that technical work documents (TWDs) are developed for work activities when:
  • The safety-basis documentation (e.g., primary hazard screening, hazard analysis, documented safety analysis) process indicates a TWD is required to provide necessary detail to address specific hazards or conditions. For additional information, see the Sandia Safety Basis Manual.
  • They are required for work activities as listed in Table 1, Work Activities and Required TWDs.
  • Regulatory drivers or implementing documents, as reflected throughout ES&H procedures, mandate TWD use as an administrative control.
  • Organization-specific WP&C process graded-approach requirements indicate the necessity of a TWD.
  • Organizational procedures indicate a TWD is required.
  • It is recommended by the division ES&H team and accepted by the manager to document activity-level hazards and associated control measures for a specific work activity.
• Secure agreement with the managers of other affected organizations if a TWD involves or affects more than one organization.

Safety and health program

Site-specific health and safety plan (HASP)

Procedure

• Ensure that technical work documents (TWDs) are classified according to use and content as described below
  • General Use/Reference TWD. TWDs for simple or routine tasks that are within the skills and training of the individual completing the activities. These TWDs are for first-time usage and then primarily for reference purposes. Note: TWDs are considered General Use unless specifically identified as a Controlled Activity TWD.
  • Controlled Activity TWD. A documented process that defines the step-by-step actions (how, who, what, when, where) to be used in order to complete an activity safely, efficiently, and compliantly, with predictable results.
• Classify a TWD containing critical steps as a controlled activity TWD.

Define the scope of work covered in the technical work document (TWD) by doing the following:

• Ensure that the scope of the TWD is within the bounds of any governing safety basis document.
• Specify where the work will be conducted and to which pieces of equipment the procedure applies.
• Define when procedure action steps are allowed to be performed out of sequence.

• Identify and evaluate workplace hazards from the applicable safety basis documents, exposure assessments, or other activity-specific hazard analysis to identify hazards associated with the activity.
• Involve appropriate division ES&H team members for further analysis of hazards identified.
• Describe applicable hazardous conditions and their magnitude associated with the work activities.

• Identify activity-level work hazards and associated controls, and communicate these to Members of the Workforce.
  • Communicate control measures for each hazard identified.
  • Apply hierarchy of controls.
  • Specify engineering controls to eliminate or reduce the hazard where appropriate.
• Ensure that critical steps are clearly identified in technical work documents (TWDs).
• Ensure that Members of the Workforce understand how critical steps are used in TWDs. Note: A measure of verification should be employed when conducting critical steps. One sign-off should not be applied to more than one action.
• Specify the appropriate tools when necessary to effectively conduct the work.
• Ensure that checklists are only used as supplements to procedures and that they do not take the place of the procedure.
• Consult the appropriate division ES&H team for assistance with identifying appropriate controls.
• Provide specific direction regarding the use of personal protective equipment as it relates to hazard mitigation and control.
• Incorporate hold points at appropriate places (such as where and when ES&H support personnel must provide monitoring or surveillance).
• If warranted by severe consequences or other similar reasons, include warnings and cautions before the steps to which they apply.
• Identify trained authorized users who will be authorized to implement approved procedures. Describe the duties of authorized users that are unique to the activity, and include interfaces with other organizations.
• Reconcile conflict or contradiction between TWDs involving the same location or hazards. TWDs involving the same location or hazards must reference one another and make clear under what conditions each TWD must be used. Note: For more information, see Guidance on Developing and Using Technical Work Documents.

• Verify the usability of controlled activity technical work documents (TWDs) prior to management approval (e.g., walkdown, table-top, or mockup). Note: TWDs are read and signed by authorized users prior to work being performed.
• Ensure that controlled activity TWDs containing critical steps are on hand at the work location. On hand may include online documents.
• Conduct the TWD action steps as prescribed by the TWD. If the procedure cannot be performed as written, implement organizational change control procedure, or take appropriate action to suspend the work activity and notify the manager or person in charge.
• Do not conduct work outside the controls established for the activity-level hazards identified in the TWD.
• Ensure that control measures are implemented and maintained to prevent and abate identified and potential hazards.
• Conduct critical steps with attention to detail.

• Ensure that technical work documents (TWDs) are reviewed and updated in a timely manner when recommended improvements to a TWD that improve the safety of covered work activities are feasible to improve the safety of a project.
• Incorporate a method or statement for soliciting feedback for problems encountered or other improvement opportunities from users and identifying the author and responsible manager.

• Obtain concurrence signatures (or use another acceptable method) from all Members of the Workforce actively participating in the review process for technical work documents (TWDs).
• Ensure that TWDs are approved and signed (hard copy or via an equivalent electronic process) by the appropriate Members of the Workforce before the work activities are performed.

• Ensure that technical work documents (TWDs) are reviewed for accuracy and implementation of appropriate lessons learned.
• Determine when a revision is necessary, the review periodicity, and the extent of review and re-approval required to adequately control hazards. Note: The periodicity of TWD reviews also considers review requirements stated in other Corporate Policy System documents.
• Apply the following frequency for periodic review of TWDs:
  • High rigor – Every year at a minimum.
  • Medium rigor – Biennial (every second year) at a minimum.
  • Low rigor – Triennial (every third year) at a minimum.

Note: The above rigor levels are equivalent to the work planning and control rigor level of the work being performed.

Administrative

Modified

• Changed Procedure Manager from Bradley Elkin to Albert Bendure.
• Replaced subject matter expert Brad Elkin with Heidi Herrera.

Administrative

Modified

• In Additional Drivers, changed link for 10 CFR 830.120 to 10 CFR 830, updated link to 10 CFR 851, removed link to DOE 5480.6 and DOE 5480.19, and added link to DOE O 422.1.
• Replaced link to IM100.2.4 with link to IM100.2.2 in Related Procedures.  
• Updated SAPLE links to subject matter experts for system consistency.
• Updated links to dictionary terms to term identification numbers for system consistency.
• Removed extra blank line in Applicability field.

Administrative

Modified

• Corrected link to "critical step."
• Corrected link to "DOE 5480.6, 'Safety of DOE-Owned Nuclear Reactors'"
• Corrected link to "DOE STD-1029-92, 'Writers Guide for Technical Procedures.'"

Administrative

Modified

Updated broken or outdated hyperlinks throughout document.