Health, Safety and Environment

Health, Safety and Environment | Process Safety and Risk Management

PHA/HAZOP Facilitation Training

Course Code: N641
Course Outline:  Download
Format and Duration
3 days


This 3-day PHA / HAZOP course is designed to deliver expert instruction on how to successfully plan and execute Process Hazards Analysis (PHA) studies efficiently and effectively. This includes understanding the principles behind each of the major PHA methods (HAZOP, What-if?, Checklist, FMEA), learning how to deal with challenging personalities within the PHA team and how to avoid common pitfalls and traps so your PHA studies run smoothly.


Great instructor. Lots of years of experience. Provided us with tips on facilitation and how to look at HAZOPs and What-IF PHAs

Duration and Training Method

Three classroom days providing 2.4 CEU (Continuing Education Units) or 24 PDH (Professional Development Hours)

Course Overview

Participants will learn to

1. Develop a robust understanding of the key concepts of Process Hazards Analysis (PHA) and its role in Health, Safety and Environment management.
2. Define and apply the most common PHA hazard identification techniques.
3. Characterize the responsibilities involved in PHA participation and leadership.
4. Identify and apply the basic skills and practices of What-If? and HAZOP techniques.
5. Construct realistic guidelines and effective leadership strategies to facilitate PHA’s within organizations.
6. Distinguish the principles behind each of the major PHA methods (HAZOP, What-If, Checklist, FMEA).
7. Formulate strategies for dealing with challenging personalities within the PHA team and avoid common pitfalls during PHA studies.
8. Provide practical opportunities to prepare drawings, populate software and facilitate studies using Piping and Instrumentation Diagram (P&ID) drawings.

Day One
1. Introduction
     a. Piping and Instrumentation Diagram (P&ID)
2. Quantitative and qualitative hazard analysis
3. Elements of facility risk
4. PHA teams
5. PHA methods
     a. Hazards and Operability Study (HAZOP)
     b. Preliminary Hazards Analysis
     c. Checklist Analysis
     d. What-If Analysis
     e. Combined Checklist / What-If? Analysis
     f. Failure Modes and Effects Analysis (FMEA)

Day Two
6. Method selection criteria
7. PHA documentation issues
8. PHA leadership
     a. PHA Facilitation Skills
     b. Team Leader Qualifications
     c. PHA Leader Responsibilities
     d. PHA Group Dynamics
9. PHA management
     a. Defining Scope and Objective
     b. Estimating Time Requirements
     c. Documenting the Study
10. PHA Workshop
     a. HAZOP “Practice” Study

Day Three
11. PHA Workshop (continued)
      a. PHAZOP “Practice” Study
      b. What-If? “Practice” Study

  • Supervisors, managers and engineers responsible for PHA studies
  • PHA / HAZOP Team Leaders & scribes
  • Health & Safety / HSE professionals
  • Process Safety Management (PSM) / Loss Management specialists

Richard Carter

Richard Carter is a Professional Engineer, and is qualified as a Functional Safety Engineer (F.S. Eng.) in Process Hazards and Risk Analysis through the TÜV Rheinland Functional Safety Program. Richard is an experienced facilitator of Process Hazards Analysis (PHA) studies, such as Hazard and Operability (HAZOP), Layer of Protection Analysis (LOPA), Hazard Identification (HAZID) and What-If Analysis. He has facilitated more than 120 PHA studies for some of the largest operating and engineering organizations in Canada and the United States, and has field experience in oilsands and petrochemicals facilities.

Richard is a training instructor, and teaches the 2-day P&ID/Engineering Drawings Interpretation course, the 1-day Introduction to Process Hazards Analysis course, and the 3-day PHA/HAZOP Facilitation course at ACM Facility Safety. He has also managed ACM’s education and training program for public and private offerings, and developed customized PHA procedures and education materials to meet the specific needs of clients.

Courses Taught
N639 - Introduction to PHA/HAZOP
N640 - P&ID (Piping and Instrumentation Diagram) and Engineering Drawings Interpretation

Marcel Leal-Valias

Mr. Leal-Valias has more than 50 years of experience in engineering/design and project management in the petrochemical industry in North and South America and Australia and 27 years as a certified PHA specialist and trainer. He holds a diploma in Mechanical Engineering from Centro de Treinamento Industrial, Rio de Janeiro, Brazil and diplomas in Management and Supervision from People Growth Inc., Los Angeles, USA. Mr. Leal-Valias has conducted a multitude of PHA studies that comply with OSHA Process Safety Management guidelines in North and South America, the Middle East, Asia and the Caribbean and also has delivered P&ID and PHA training courses to many companies in Canada and overseas.

He is a member of ASET, the Society of Piping Engineers and Designers, Project Management Institute and the Canadian Institute of Energy.

Courses Taught
N639 - Introduction to PHA/HAZOP
N640 - P&ID (Piping and Instrumentation Diagram) and Engineering Drawings Interpretation
N641 - PHA/HAZOP Facilitation Training

Jamie Merriam

Mr. Jamie Merriam is an Electrical Engineer (automation) with over 24 years of experience in the energy industry. His experience includes construction, maintenance and project engineering. Mr. Merriam began leading Hazop/LOPA reviews in 2002 as part of his duties with Suncor.  Now with ACM, Mr Merriam continues to support Suncor, Cenovus and other clients execute effective hazard analysis.  He has applied knowledge in Instrumentation, Process Control and Functional Safety for the energy industry.  Mr. Merriam’s communication and leadership skills, combined with his understanding of Process Safety make him an effective and competent facilitator and educator. Mr. Merriam is a professional engineer and TÜV Functional Safety Engineer.

B.Sc. Elec. Eng., P. Eng., TÜV (Rheinland) F.S. Eng. Functional Safety Engineer / Instructor

Courses Taught
N637 - Fundamentals of Risk Based Process Safety Management
N638 - Fundamentals of the Safety Lifecycle
N640 - P&ID (Piping and Instrumentation Diagram) and Engineering Drawings Interpretation
N641 - PHA/HAZOP Facilitation Training

CEU: 2.4 Continuing Education Units
PDH: 24 Professional Development Hours
Certificate: Certificate Issued Upon Completion
RPS is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. We comply with the ANSI/IACET Standard, which is recognised internationally as a standard of excellence in instructional practices.
We issue a Certificate of Attendance which verifies the number of training hours attended. Our courses are generally accepted by most professional licensing boards/associations towards continuing education credits. Please check with your licensing board to determine if the courses and certificate of attendance meet their specific criteria.