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Occupational health and safety management systems Guidelines for the implementation of OHSAS 18001 BSI Reference: amendment 14224 www.jalali-hse.blogfa.com ----------------------------------------------------------------------------------------------------------------- Contents Replace: Annex A (informative) Correspondence between OHSAS 18001, BS EN ISO 9001 (Quality Systems) and BS EN ISO 14001 (Environmental management system) by: Annex A (informative) Correspondence between OHSAS 18001, ISO 14001:1996, ISO 9001:1994, and ISO 9001:2000 Insert: New reference to Annex B Annex B (informative) Correspondence between OHSAS 18001, OHSAS 18002, and the ILO-OSH: 2001 Guidelines on occupational safety and health management systems Insert: New references to Table A.1, Table A.2 and Table B.1 Tables Table A.1 - Correspondence between OHSAS 18001, ISO 14001:1996 and ISO 9001:1994 Table A.2 - Correspondence between OHSAS 18001, ISO 14001:1996 and ISO 9001:2000 Table B.1 - Correspondence between the clauses of the OHSAS documents and the clauses of the ILO-OSH Guidelines Update: Page numbers

Foreword Replace: paragraph 2 with the following: OHSAS 18001 is compatible with the ISO 9001:1994, ISO 9001:2000 (Quality) and ISO 14001:1996 (Environmental) management systems standards, in order to facilitate the integration of quality, environmental and occupational health and safety management systems by organizations, should they wish to do so. ------------------------------------------------------------------------------------------------------------------------ Reference publications Replace: the references to ISO 10011-1, ISO 10011-2, ISO 10011-3, ISO 14010, ISO 14011 and ISO 14012 by: ISO 19011:2002, Guidelines for quality and/or environmental management systems auditing ------------------------------------------------------------------------------------------------------------------------ Annex A Replace: The title of Annex A with Annex A (informative) Correspondence between OHSAS 18001, ISO 14001:1996, ISO 9001:1994, and ISO 9001:2000 Replace: Paragraph 1 with the following: The basic principles of management are common irrespective of the activity being managed, be it quality, environment, health and safety or other organizational activities. Some organizations can see benefits in having an integrated management system, whereas others can prefer to adopt different systems based on the same management principles. Tables A.1 and A.2 show the correspondence between OHSAS 18001, ISO 14001 and ISO 9001:1994 or ISO 9001:2000 respectively, for those operating either of these international management system standards and who now wish to integrate occupational health and safety into their management systems. The correspondence is shown for guidance only. 2

Insert: New Table A.2, following Table A.1 Table A.2 Correspondence between OHSAS 18001, ISO 14001:1996 and ISO 9001:2000 Clause OHSAS 18001 Clause ISO 14001:1996 Clause ISO 9001:2000 Introduction 0 0.1 0.2 0.3 0.4 Introduction General Process approach Relationship with ISO 9004 Compatibility with other management systems 1 Scope 1 Scope 1 1.1 1.2 Scope General Application 2 Reference publications 2 Normative reference 2 Normative reference 3 Definitions 3 Definitions 3 Terms and definitions 4 OH&S management 4 Environmental management 4 Quality management system system elements system requirements 4.1 General requirements 4.1 General requirements 4.1 5.5 5.5.1 General requirements Responsibility, authority and communication Responsibility and authority 4.2 OH&S policy 4.2 Environmental policy 5.1 5.3 8.5 Management commitment Quality policy Improvement 4.3 Planning 4.3 Planning 5.4 Planning 4.3.1 Planning for hazard identification, risk assessment and risk control 4.3.2 Legal and other requirements 4.3.1 Environmental aspects 5.2 7.2.1 4.3.2 Legal and other requirements 7.2.2 5.2 7.2.1 Customer focus Determination of requirements related to the product Review of requirements related to the product Customer focus Determination of requirements related to the product 4.3.3 Objectives 4.3.3 Objectives and targets 5.4.1 Quality objectives 4.3.4 OH&S management programme(s) 4.3.4 Environmental management programme(s) 5.4.2 8.5.1 Quality management system planning Continual improvement 4.4 Implementation and operation 4.4 Implementation and operation 7 7.1 Product realization Planning of product realization 4.4.1 Structure and responsibility 4.4.1 Structure and responsibility 5 5.1 5.5.1 5.5.2 6 6.1 6.2 6.2.1 6.3 6.4 4.4.2 Training, awareness and competence 4.4.3 Communication 5.5.3 7.2.3 4.4.2 Training, awareness and competence 4.4.3 Consultation and communication 4.4.4 Documentation 4.4.4 Environmental management system documentation 4.4.5 Document and data control Management responsibility Management commitment Responsibility and authority Management representative Resource management Provision of resources Human resources General Infrastructure Work environment 6.2.2 Competence, awareness and training Internal communication Customer communication 4.2 Documentation requirements 4.2.1 General 4.2.2 Quality manual 4.4.5 Document control 4.2.3 Control of documents 3

Table A.2 Correspondence between OHSAS 18001, ISO 14001:1996 and ISO 9001:2000 (continued) Clause OHSAS 18001 Clause ISO 14001:1996 Clause ISO 9001:2000 4.4.6 Operational control 4.4.6 Operational control 7 7.1 7.2 7.2.1 4.4.7 Emergency preparedness and response 4.5 Checking and corrective action 4.5.1 Performance measurement and monitoring 4.5.2 Accidents, incidents, nonconformance and corrective and preventive action 4.5.3 Records and records management 4.4.7 Emergency preparedness and response 4.5 Checking and corrective action 4.5.1 Monitoring and measurement 4.5.2 Nonconformance and corrective and preventive action 7.2.2 7.3 7.3.1 7.3.2 7.3.3 7.3.4 7.3.5 7.3.6 7.3.7 7.4 7.4.1 7.4.2 7.4.3 7.5 7.5.1 7.5.3 7.5.4 7.5.5 7.5.2 Product realization Planning of product realization Customer-related processes Determination of requirements related to the product Review of requirements related to the product Design and development Design and development planning Design and development inputs Design and development outputs Design and development review Design and development verification Design and development validation Control of design and development changes Purchasing Purchasing process Purchasing information Verification of purchased product Production and service provision Control of production and service provision Identification and traceability Customer property Preservation of product Validation of processes for production and service provision 8.3 Control of nonconforming product 8 Measurement, analysis and improvement 7.6 8.1 8.2 8.2.1 8.2.3 8.2.4 8.4 8.3 8.5.2 8.5.3 Control of monitoring and measuring devices General Monitoring and measurement Customer satisfaction Monitoring and measurement of processes Monitoring and measurement of product Analysis of data Control of nonconforming product Corrective action Preventive action 4.5.3 Records 4.2.4 Control of records 4.5.4 Audit 4.5.4 Environmental management 8.2.2 Internal audit system audit 4.6 Management review 4.6 Management review 5.6 5.6.1 5.6.2 5.6.3 Management review General Review input Review output Annexes A Correspondence to Annex B Correspondence to Annex A Correspondence to ISO 14001 and B ISO 14001 and ISO 9001 ISO 9001 Bibliography Annex C Bibliography Bibliography (See OHSAS 18002) Annex A Guidance on the use of the specification 4

Insert: New Annex B Annex B (informative) Correspondence between OHSAS 18001, OHSAS 18002, and the ILO-OSH:2001 Guidelines on occupational safety and health management systems B.1 Introduction This annex identifies the key differences between the International Labour Organization s ILO-OSH Guidelines and the OHSAS documents, and provides a comparative assessment of their differing requirements. It should be noted that no areas of significant difference have been identified. Consequently, those organizations that have implemented an OH&S management system that is compliant with OHSAS 18001 may be reassured that their OH&S management system will also be compatible with the recommendations of the ILO-OSH Guidelines. A correspondence table between the individual clauses of the OHSAS documents and those of the ILO-OSH Guidelines is given in B.4. B.2 Overview The two prime objectives of the ILO-OSH Guidelines are: a) to assist countries in the establishment of a national framework for occupational health and safety management systems; and b) to provide guidance to individual organizations regarding the integration of OH&S elements into their overall policy and management arrangements. OHSAS 18001 specifies requirements for OH&S management systems, to enable organizations to control risks and to improve their performance. OHSAS 18002 gives guidance on the implementation of OHSAS 18001. The OHSAS documents are therefore comparable with Section 3 of the ILO-OSH Guidelines The occupational safety and health management system in the organization. 5

B.3 Detailed analysis of Section 3 of the ILO-OSH Guidelines against the OHSAS documents B.3.1 Scope The focus of the ILO-OSH Guidelines is on workers. The focus of the OHSAS series standards, towards employees and other interested parties, is broader. The definition of Hazard in OHSAS 18001, 3.4: source or situation with a potential for harm in terms of injury or ill health, damage to property, damage to the workplace environment, or a combination of these is equally more broad than that in the ILO-OSH Guidelines, whose sole focus is towards the potential to cause injury or damage to people's health. B.3.2 OH&S management system models The models picturing the main elements of an OH&S management system are directly equivalent between the ILO-OSH Guidelines and the OHSAS documents. B.3.3 ILO-OSH Section 3.2, Worker participation In the ILO-OSH Guidelines, subsection 3.2.4 recommends that: "The employer should ensure as appropriate, the establishment and efficient functioning of a health and safety committee and the recognition of workers health and safety representatives in accordance with national laws and practice". OHSAS 18001 requires the organization to document and promote its arrangements, and to involve a wider spectrum of consultees, i.e. interested parties (due to the broader scope of application of the document). Interestingly, the ILO-OSH Guidelines would allow organizations to abdicate from the above, if national laws and practice did not stipulate such a requirement. B.3.4 ILO-OSH Section 3.3, Responsibility and accountability The ILO-OSH Guidelines recommend in 3.3.1(h) the establishment of prevention and health programmes. The OHSAS documents would require these if the organization s risk assessments, or the OH&S management system and objectives, required them. B.3.5 ILO-OSH Section 3.4, Competence and training The recommendation of the ILO-OSH Guidelines sub-section 3.4.4: "Training should be provided to all participants at no cost and should take place during working hours if possible", is not a requirement of the OHSAS documents. 6

B.3.6 ILO-OSH Section 3.10 Hazard prevention, 3.10.1 Prevention and control measures The ILO-OSH Guidelines recommend the implementation of preventive and protective measures to control hazards and risks. These are listed in an order of priority from 3.10.1(a) elimination of the hazard/risk, to 3.10.1(d) provision of personal protective equipment (PPE). The OHSAS documents are not so definitive: "Measures for the management of risk should reflect the principle of the elimination of hazards where practicable, followed in turn by risk reduction (either by reducing the likelihood of occurrence or potential severity of injury or damage), with the adoption of personal protective equipment (PPE) as a last resort." Note the reference to "practicable" means. The OHSAS documents also provide more detailed information on hazard identification, risk assessment and risk control. B.3.7 ILO-OSH Section 3.10.4, Procurement The ILO-OSH Guidelines emphasize that safety and health requirements of the organization should be incorporated into purchasing and leasing specifications. The OHSAS documents demand that such requirements be communicated to the supplier, but do not stipulate how. The ILO-OSH Guidelines also stipulate that national laws and regulations should be identified prior to procurement. In the OHSAS documents, these would Ipso facto be identified during the risk assessment process [see OHSAS 18002, 4.3.1d (1)i ]. B.3.8 ILO-OSH Section 3.10.5, Contracting The ILO-OSH Guidelines define the steps to be taken to ensure that the organization's safety and health requirements are applied to contractors (they also provide a summary of the actions needed to ensure that they are). This is implicit in OHSAS. B.3.9 ILO-OSH Section 3.12, Investigation of work related injuries, ill health, diseases and incidents, and their impact on safety and health performance The ILO-OSH Guidelines do not require corrective or preventive actions to be reviewed through the risk assessment process prior to implementation, as they are in OHSAS 18001, 4.5.2(d). 7

B.3.10 ILO-OSH Section 3.13, Audit The ILO-OSH Guidelines recommend consultation on the selection of auditors. In contrast, the OHSAS documents require audit personnel to be impartial and objective. B.3.11 ILO-OSH Section 3.16, Continual improvement This is a separate subclause in the ILO-OSH Guidelines. It details arrangements that should be taken into account for the achievement of continual improvement. Similar arrangements are detailed throughout the OHSAS documents, which consequently do not have a corresponding clause. 8

B.4 Correspondence between the clauses of the OHSAS documents and the clauses of the ILO-OSH Guidelines Table B.1 Correspondence between the clauses of the OHSAS documents and the clauses of the ILO-OSH Guidelines Clause OHSAS Clause ILO-OSH Guidelines 1 Scope 1.0 Objectives 2 Reference publications 3 Terms and definitions 4 OH&S management system elements 3.0 The occupational safety and health management system in the organization 4.1 General requirements 3.0 The occupational safety and health management system in the organization 4.2 OH&S policy 3.1 Occupational safety and health policy 4.3 Planning 3.7 3.8 4.3.1 Planning for hazard identification, risk assessment and risk control 3.10 3.10.1 3.10.2 3.10.5 4.3.2 Legal and other requirements 3.7.2 3.10.1.2 4.3.3 Objectives 3.8 3.9 3.16 Initial review System planning, development and implementation Hazard prevention Prevention and control measures Management of change Contracting Initial review Hazard prevention System planning, development and implementation Occupational safety and health objectives Continual improvement 4.3.4 OH&S management programme(s) 3.8 System planning, development and implementation 4.4 Implementation and operation 4.4.1 Structure and responsibility 3.3 3.8 4.4.2 Training, awareness and competence 3.2 3.4 4.4.3 Consultation and communication 3.2 3.6 Responsibility and accountability System planning, development and implementation Worker participation Competence and training Worker participation Communication 4.4.4 Documentation 3.5 Occupational safety and health management system documentation 4.4.5 Document and data control 3.5 Occupational safety and health management system documentation 4.4.6 Operational control 3.10.2 3.10.4 3.10.5 Management of change Procurement Contracting 4.4.7 Emergency preparedness and response 3.10.3 Emergency prevention, preparedness and response 4.5 Checking and corrective action 4.5.1 Performance measurement and monitoring 3.11 Performance monitoring and measurement 4.5.2 Accidents, incidents, non-conformances and corrective and preventive action 3.12 3.15 Investigation of work related injuries, ill health, diseases and incidents and their impact on safety and health performance Preventive and corrective action 4.5.3 Records and records management 3.5 Occupational safety and health management system documentation 4.5.4 Audit 3.13 Audit 4.6 Management review 3.14 Management review 9

Bibliography Insert: reference to ISO 9001:2000, Quality management systems - Requirements Reorder: references into numerical order ------------------------------------------------------------------------------------------------------------------------ UK Supplement Replace: the references to BS EN 30011-1, BS EN 30011-2 and BS EN 30011-3 by: BS EN ISO 19011:2002, Guidelines for quality and/or environmental management systems auditing Insert: new reference to: BS EN ISO 9001:2000, Quality management systems Requirements Re-sequence: the referenced texts into numerical order Replace: the contact information concerning the HSE Information Centre and HSE Books by: HSE Information Centre Tel: 08701 545500 Fax: 02920 859260 www.hse.gov.uk email: hseinformationservices@natbrit.com HSE Books PO Box 1999 CO10 2WA Fax: 0178 731 3995 www.hsebooks.co.uk www.jalali-hse.blogfa.com www.jalali-hse.blogfa.com 10