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SKILLS FOR OIL AND GAS
ASSESSMENT GUIDELINES FOR OPITO
VOCATIONAL QUALIFICATIONS FOR
PROCESSING OPERATIONS: HYDROCARBONS
REVISION 0: January 2017
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Any amendments to the Assessment Guidelines made by OPITO will be recorded above.
Document Control
Revision 0 January 2017
Amendment & date Pages Changes made by
Checked by Approved by
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Contents
Section 1 - Introduction ................................................................................................................ 4
The Purpose of this Guide ......................................................................................................... 4
OPITO Framework of Oil and Gas Technical Standards and Qualifications .................................. 4
Section 2 – Occupational Standards and Vocational Qualification ................................................. 7
Purpose and Structure of Occupational Standards .................................................................... 7
Target Group for Occupational Standards for Processing Operations ......................................... 7
English Language Skills .............................................................................................................. 7
Occupational Standards for Processing Operations: Hydrocarbons at Oil and Gas 3 ................... 8
OPITO Vocational Qualification 3: Processing Operations (Hydrocarbons) ................................. 9
Section 3 – Assessment Principles .............................................................................................. 10
Who is involved ...................................................................................................................... 10
Assessment Methods.............................................................................................................. 12
Assessment Process ................................................................................................................ 17
Section 4 – Further Guidance ..................................................................................................... 18
Section 5 – Example Occupational Standard ............................................................................... 19
Section 6 – Coverage of Occupational Standards ........................................................................ 23
Section 7 – Example Assessment Forms ...................................................................................... 31
Example Assessment Plan ....................................................................................................... 31
Example Observation Record .................................................................................................. 33
Example Assessment Report ................................................................................................... 35
Section 8 - Blank Forms .............................................................................................................. 41
Assessment Plan ..................................................................................................................... 41
Unit Achievement Record .............................................................. Error! Bookmark not defined.
Index of Evidence .......................................................................... Error! Bookmark not defined.
Witness Testimony ........................................................................ Error! Bookmark not defined.
Question Record ............................................................................ Error! Bookmark not defined.
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Section 1 - Introduction The Purpose of this Guide These Assessment Guidelines are intended to provide specific and practical examples of how to assess Candidates who are completing OPITO Occupational Standards which form part of OPITO’s Vocational Qualifications for Processing Operations: Hydrocarbons. The Guidelines should be read in conjunction with The OPITO Oil and Gas Industry Competence Assessment and Verification Guidelines. It is also important to take into consideration any guidance or assessment requirements specified within any Occupational Standards. Occupational Standards are often referred to as Units of Competence or simply as Standards.
OPITO Framework of Oil and Gas Technical Standards and Qualifications The OPITO Framework of Oil and Gas Technical Standards and Qualifications comprises:
Training Standards which set benchmarks for the assessment of skills and knowledge and this provides a foundation for building the skills required to work in the oil and gas industry
Occupational Standards which define the expected level of performance, knowledge, understanding and behaviour an individual must achieve when carrying out job roles/functions in the workplace
Certificates and Qualifications which have been developed in conjunction with our awarding body partner SQA and which will have global recognition.
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The OPITO Framework of Oil and Gas Technical Standards and Qualifications was designed in partnership with industry and covers 6 levels which reflect the range of skills and increasing levels of complexity and risk associated with job roles in the industry.
A typical progression route through the OPITO Framework of Oil and Gas Technical Standards and Qualifications is illustrated below.
Oil and Gas 5 OIM
Oil and Gas 4 Process Superintendent
Oil and Gas 3 Process Technician, Control Room Operator
Oil and Gas 2 Process Operator (routine operations)
Oil and Gas 1 Entry level employment/apprentice
Oil and Gas Foundation Trainee at basic skills level
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These Assessment Guidelines focus specifically on Vocational Qualifications. Vocational Qualifications
provide organisations with the opportunity to benchmark the skills of their employees and for individuals
they provide a qualification which will be recognised globally.
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Section 2 – Occupational Standards and Vocational Qualification
Purpose and Structure of Occupational Standards Occupational Standards define the expected level of performance, knowledge, understanding and behaviour an individual must demonstrate when carrying out job roles/functions in the workplace. An Occupational Standard is generally made up of Outcomes, Performance Criteria, Scope, Knowledge and Assessment Guidance. Outcomes describe the skills that need to be demonstrated in the workplace in order to ensure competent performance. The level of performance required is detailed in statements referred to as Performance Criteria. The Knowledge section defines what the Candidate must know and understand in order to complete the skills being assessed. The knowledge is what is considered essential and not what is nice to have. The Scope section defines the range of activities that must be assessed, and the equipment that must be used, in order to achieve the Outcomes and Performance Criteria. Assessment Guidance provides examples of how evidence of competence may be generated. The Evidence Requirements define the type and quantity of evidence that must be provided. A typical Process Operations: Hydrocarbons Occupational Standard is shown in Section 5.
Target Group for Occupational Standards for Processing Operations The Occupational Standards in Processing Operations: Hydrocarbons at Oil and Gas 3 describe what a Process or Production Technician in the oil and gas processing industry needs to do in order to be deemed competent for the job role. Individuals can be assessed as competent in individual Processing Standards. There are currently 30 individual Processing Standards against which competence can be assessed. The Standards selected by individuals will reflect the plant, equipment and processes in the processing facility, installation or terminal in which they work.
English Language Skills Individuals will be able to express and understand complex information and talk fluently on topics within their area(s) of specialism. They should be able to participate effectively in meetings and easily exchange information and ideas with others. Individuals will be able to produce clear and detailed text, summarise key points from a longer document and explain a topic including advantages and disadvantages of various options. Individuals will be able to read fluently, write quickly and take notes. This level of English corresponds to the following International Frameworks - CEFR C1, IELTS 5.5 – 6.0, ToEFL : c 50 - 70
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Occupational Standards for Processing Operations: Hydrocarbons at Oil and Gas 3 The Occupational Standards have been developed by practitioners from a wide range of offshore and onshore processing facilities and cover a range of processing operations.
Wells Operate an Oil and Gas Process (Wellheads) Operate an Oil and Gas Process (Well Integrity)
Oil /Gas Storage/Discharge Processes Operate an Oil and Gas Process (Tanker Loading - Oil) Operate an Oil and Gas Process (Storage Tank - Oil) Operate an Oil and Gas Process (Tanker Loading - Liquefied Gas) Operate an Oil and Gas Process (Storage Tank - Liquefied Gas)?
Gas Processing Operate an Oil and Gas Process (Gas Compression) Operate an Oil and Gas Process (Gas Fractionation) Operate an Oil and Gas Process (NGL Systems) Operate an Oil and Gas Process (Gas Treatment) Operate an Oil and Gas Process (Gas and Liquid Inlet Facilities)
Oil/Gas Process and Export Operate an Oil and Gas Process (Produced Water Treatment) Operate an Oil and Gas Process (Vent and Flare System) Operate an Oil and Gas Process (Pigging and Sphering Operations) Operate an Oil and Gas Process (Crude Oil Stabilisation) Operate an Oil and Gas Process (Well Products Separation)
Water Injection Operate an Oil and Gas Process (Water Injection)
Metering Operate an Oil and Gas Process (Metering Systems)
Utilities Operate an Oil and Gas Process (Drain Systems) Operate an Oil and Gas Process (Nitrogen Generation) Operate an Oil and Gas Process (Chemical Injection) Operate an Oil and Gas Process (Fuel Gas Supply) Operate an Oil and Gas Process (Diesel Distribution) Operate an Oil and Gas Process (Heating Medium Supply) Operate an Oil and Gas Process (Heating, Ventilation and Air Conditioning- HVAC) Operate an Oil and Gas Process (Instrument and Service Air Supply) Operate an Oil and Gas Process (Water Systems) Operate an Oil and Gas Process (Hydraulic Control Systems) Operate an Oil and Gas Process (Power Generation and Prime Movers) Operate an Oil and Gas Process (Testing Emergency Safety Systems) More details of the coverage for each Occupational Standards are included in Section 6.
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OPITO Vocational Qualification 3: Processing Operations (Hydrocarbons) The OPITO Vocational Qualification 3: Processing Operations (Hydrocarbons) is jointly awarded by OPITO and SQA and successful Candidates who complete the relevant Occupational Standards will be issued with a joint OPITO/SQA Vocational Qualification certificate. This Vocational Qualification is at Oil and Gas 3. This is broadly comparable to qualifications at SVQ/NVQ level 3, HNC, SCQF 6/7, QCF 3/4 and EQF 4/5. To achieve the OPITO Vocational Qualification 3: Processing Operations (Hydrocarbons) the Candidate needs to complete eight Standards to gain the qualification with five Standards to be taken from Group A and a further three Standards to be completed from either Group A or B.
Group A Operate an Oil and Gas Process (Tanker Loading - Oil) Operate an Oil and Gas Process (Storage Tank - Oil) Operate an Oil and Gas Process (Tanker Loading - Liquefied Gas) Operate an Oil and Gas Process (Storage Tank - Liquefied Gas) Operate an Oil and Gas Process (Gas Compression) Operate an Oil and Gas Process (Gas Fractionation) Operate an Oil and Gas Process (NGL Systems) Operate an Oil and Gas Process (Gas Treatment) Operate an Oil and Gas Process (Gas and Liquid Inlet Facilities) Operate an Oil and Gas Process (Produced Water Treatment) Operate an Oil and Gas Process (Vent and Flare System) Operate an Oil and Gas Process (Pigging and Sphering Operations) Operate an Oil and Gas Process (Crude Oil Stabilisation) Operate an Oil and Gas Process (Well Products Separation)
Group B Operate an Oil and Gas Process (Wellheads) Operate an Oil and Gas Process (Well Integrity) Operate an Oil and Gas Process (Water Injection) Operate an Oil and Gas Process (Metering Systems) Operate an Oil and Gas Process (Drain Systems) Operate an Oil and Gas Process (Heating Medium Supply) Operate an Oil and Gas Process (Nitrogen Generation) Operate an Oil and Gas Process (Chemical Injection) Operate an Oil and Gas Process (Fuel Gas Supply) Operate an Oil and Gas Process (Diesel Distribution) Operate an Oil and Gas Process (Heating, Ventilation and Air Conditioning - HVAC) Operate an Oil and Gas Process (Instrument and Service Air Supply) Operate an Oil and Gas Process (Water Systems) Operate an Oil and Gas Process (Hydraulic Control Sysytems) Operate an Oil and Gas Process (Power Generation) Operate an Oil and Gas Process (Testing Emergency Safety Systems)
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Section 3 – Assessment Principles This section provides guidance on how to assess Candidates against the Occupational Standards defined in the Vocational Qualifications. The guidance is founded on industry best practice that is embedded into The OPITO Oil and Gas Industry Competence Assessment and Verification Guidelines.
Who is involved
Candidate: the individual or employee who wishes to be assessed as competent against Occupational Standards for business and/or personal development purposes
Assessor: the qualified* individual who carries out assessments and who makes an judgement on the competence of the Candidate
Internal Verifier: the qualified* individual who ensures that all Assessors consistently assess all Candidates and that assessments are valid, reliable, equitable and fair
OPITO Auditor Auditors will ensure that the Occupational Standards are being assessed consistently throughout the network of Approved Centres
*The requirements for Assessors and Internal Verifiers are defined in The OPITO Oil and Gas Industry Competence Assessment and Verification Guidelines.
Candidate collects evidence to demonstrate competence
Assessor assesses evidence and makes judgement on competence of Candidate
Internal Verifier ensures quality and consistency of assessment process
OPITO audits assessment and quality assurance processes across all Approved Centres
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A collaborative relationship between the Candidate and Assessor is the key to an effective assessment process. Assessment is a staged process and the Assessor and Candidate have clear roles and responsibilities in order to ensure a successful outcome. The Assessor’s role is to:
ensure those directly affected or contributing to the assessment process are informed
ensure the Candidate understands what is to be assessed, where and when it is to be assessed and how it is to be assessed (assessment planning)
ensure the plant and equipment and any materials required for the assessment are safe and available
advise the Candidate on how to identify and gather evidence – this will be documented in an Assessment Plan
observe the Candidate carrying out the tasks specified in the Occupational Standards in normal workplace conditions and record the observations
assess products of the Candidate’s own work e.g. job reports
question the Candidate to assess knowledge and understanding
advise the Candidates to how to present evidence
ensure that the evidence is authentic and the work of the Candidate
judge the Candidate’s evidence, ensuring assessment methods are valid, reliable, equitable and fair
record the sources of evidence and assessment decisions
identify any gaps in the Candidate’s competence and suggest ways of gathering additional evidence
provide the Candidate with feedback on the assessment decisions.
The Candidate’s role is to:
prepare for assessment - ensure that the requirements of the Occupational Standard(s) and the individual’s responsibilities within the assessment process are clearly understood
participate in assessment planning with the allocated Assessor
gather and provide authentic evidence of work carried out
agree with the Assessor suitable opportunities for the observation of performance in the workplace
answer questions and demonstrate knowledge and understanding to the Assessor
maintain a portfolio of evidence
receive and act on feedback from the Assessor.
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Assessment Methods Principles of Assessment The Occupational Standards have been developed by OPITO in conjunction with industry, discipline practitioners and other interested parties. The Vocational Qualifications have been designed so that operational, safety and behavioural skills can be assessed in the workplace where competence is best judged. The Occupational Standards cannot be assessed by simulation The majority of the evidence used to assess competence should be naturally occurring and generated from the Candidate’s normal place of work whilst carrying out normal duties. This approach ensures that:
the assessment reflects normal working requirements and conditions
the Candidate is familiar with the process, plant and equipment
documentary evidence such as job reports can be naturally generated as the work is carried out. The assessment process must take place over a minimum of a 3 month period to ensure that consistency of performance can be judged.
Methods of Assessment
The methods of assessment used should be valid, reliable and equitable and fair:
valid means that the assessment method should be appropriate to the Occupational Standards and the tasks that are being carried out
reliable means that the assessment method applied should ensure consistency in the results when used with different Candidates, different Assessors, different assessment sites and different working environments
equitable means that assessment is accessible to all Candidates who have the potential to be successful in it
fair means that assessments have been objectively and consistently applied, ensuring all Candidates have equal opportunities to succeed.
Assessment of competence involves a range of assessment methods to ensure effective cover of all the Outcomes, Performance Criteria, Knowledge and Scope statements for each Occupational Standard. The assessment approaches and evidence requirements are clearly stated for each Occupational Standard. Typical statements taken from the Occupational Standard relating to Operate an Oil and Gas Process (Wellheads) are shown on the next page.
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Assessment Assessment Guidance
Assessment approaches
This Occupational Standard cannot be assessed by simulation.
The main means of assessment should be observation by competent Assessors while Candidates perform tasks in the workplace.
Safe working practices and effective working relationships should form part of assessment checklists when assessing Candidates’ performance.
Observation should be supported by questioning to ensure that Candidates have the required knowledge and understanding.
Product evidence (e.g. workplace documents and job records) can be used to provide evidence of work carried out – this could include work already completed.
Additional supporting evidence could include witness testimony from individuals who can provide informed feedback on the performance of Candidates.
Assessments should reflect normal work activities, wherever possible.
Assessments can be integrated across the Outcomes and Performance Criteria. (Refer to OPITO Oil and Gas Competence Assessment and Verification Guidelines for more guidance.)
Evidence requirements
Assessments should include (but not limited to):
an observation for each of Outcomes 1, 2 and 3 - the observations should include safe working systems (Outcome 5 and Scope 2) and working relationships (Scope 3).
evidence that all the required types of isolations and reinstatements have been successfully carried out (this could involve observations and/or a review of job paperwork)
evidence that the process has been operated on a minimum of 3 times over a time period of a minimum of 3 months
record of questioning.
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Observation
The bulk of the evidence of a Candidate’s competence should be generated by an Assessor observing the Candidate in the workplace carrying out normal work activities. The use of a simulated work place or simulated assessments is not allowed. A minimum of 3 observations must be carried out – one for each for the following stages in the process (observations can be carried out independently or integrated where relevant):
start up the process (Outcome 1)
monitor the process (Outcome 2)
shut down the process (Outcome 3). The observations should include safe working systems (Outcome 5 and Scope 2) and working relationships (Scope 3). Additional observations may be carried out to assess the Candidate carrying out isolation and reinstatement operations (Outcome 4) although this may also be assessed through a review of job reports. Observations must be carried out by a qualified Assessor and a record must be retained of what has been observed and how this relates to the Occupational Standard. An example of an observation record is included in Section 7 and a blank observation record is included in Section 8. When observing a Candidate carrying out an assessment task for one Occupational Standard it will often be necessary for the Candidate to integrate this with other plant, equipment or utilities. This will certainly occur during the start-up and shutdown of plant and equipment. The Assessor should use these opportunities to integrate assessments and observe the Candidate performing the tasks across a number of Occupational Standards. There may be situations where it is difficult for the Assessor to be present when a Candidate is carrying out the required assessment tasks, for example, due to shift or rotational patterns, logistical issues or where tasks are not performed frequently. In some circumstances, therefore, it may be necessary to use an Expert Witness to carry out an observation. This can only be done for a maximum of one observation for each Candidate. Guidance on use of Expert Witnesses is included within The OPITO Oil and Gas Industry Competence Assessment and Verification Guidelines. It is recommended that the use of an Expert Witness is discussed with the OPITO Auditor.
Product Evidence Workplace records that the Candidate produces in the course of their work can be used to provide supporting ‘product evidence’ of the Candidate’s competence. Examples of this include job records, risk assessments, isolation certificates, work procedures and handover notes. Product evidence of work carried out could include work already completed. For example, Candidates are required to provide evidence that all the required types of isolations and reinstatements have been successfully carried out. This could include job records which provide evidence of isolations carried out by the Candidate over the previous 3 to 6 months.
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Knowledge and understanding Assessment of knowledge and understanding will typically cover knowledge of facts and procedures, understanding of principles and concepts and application of principles and procedures. Questions can be used to:
confirm that Candidates know why they are doing something and what actions need to be taken if changes occur – what if…
confirm that the evidence collected by Candidates is valid and authentic
fill gaps in evidence where Candidates have not been able to demonstrate specific skills as they did not occur when they were being observed
establish if the Candidates have relevant knowledge/experience to deal with non–standard or contingency situations - Candidates will have to explain what to do in a given working situation and how to do it .
Each Occupational Standard defines the knowledge and understanding that the Candidate must demonstrate. Although a good proportion of this knowledge and understanding can be inferred during the assessment of performance during normal work activities, it is inevitable that additional questioning will need to take place in order to test the depth and breadth of knowledge and understanding which cannot be inferred from observation of performance, for example the internal configuration of plant and equipment, chemical reactions taking place and the composition and physical properties of process fluids. Some of the knowledge requirements refer to underpinning process operations principles and are common across all of the Processing Operations: Hydrocarbons Occupational Standards – as outlined on the next page. This knowledge only has to be assessed on one occasion. Other knowledge requirements will be specific to the process and/or site. This is illustrated in the extract from the Occupational Standard relating to Operate an Oil and Gas Process (Wellheads) on the next page. Questions and their ideal responses are often prepared in advance using question banks to ensure a consistent approach to the eliciting of underpinning knowledge/understanding. This will also help in identifying the underpinning knowledge that is common across the Standards and which does not need to be repeated. The results can then be cross referenced to the knowledge requirements in each of the Standards. A mixture of oral and written questions could be considered as this will provide flexibility and allow a variety of approaches to the assessment process. Assessors should retain a record of the all questions asked for each Candidate, together with the Candidate’s responses.
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Examples of common knowledge requirements across all Occupational Standards
Process - general
Phases of the production process, the reactions taking place and the effect of changes on physical and chemical properties (to include toxicity, flammability, specific gravity (SG), temperature)
Sources of information including operational requirements, drawings and manuals
Plant procedures and layout and its integration with other processes
Functioning of process control including instrumentation and logic
Relation to control room operations
How to connect to plant and utilities
Effects of loss of any utility and its reinstatement
How to isolate plant and utilities from operating sources, including isolation devices and methods of installation
The principles of de-isolation
How to carry out integrity tests
How to take samples and interpret results
Methods and consequences of depressurisation/pressurisation (to include blowdown and temperature)
Blowdown and relief systems and their limitations
Safe systems of work
The implications of health, safety and environmental legislation
Work area hazards (eg toxic substances, extreme weather conditions) and how to identify/control/minimise them and reduce risks to as low as reasonably practicable
Safe systems of work procedure
Consequences of emissions to the environment and procedures for dealing with spillages and uncontrolled emissions
Segregation of waste materials
Critical and emergency situations
Critical conditions for process and how to control and respond to them
The effect and potential implications of loss of any critical process and its reinstatement
The principles and effect of hydrocarbon hydrate formation, prevention and dispersion
Emergency response procedures for plant and location
The operation of and implications of the emergency shutdown (ESD) control systems
The operation of and implications of the fire and gas control systems
Action to be taken in event of critical and emergency situations
Examples of Process specific knowledge – in this example for Wellhead Operations
Function and operation of equipment –will include well head and associated annulus valve; christmas tree and associated valves; downhole safety valve and hydraulics; choke; computer control systems
Utilities required for operation of wellheads
Normal plant conditions and operating parameters for wellheads
What steady state conditions are for wellheads operations and how they are achieved
Factor impacting on performance of wellheads operations and how to achieve optimum processing
Types and causes of deviations and faults for wellheads operations and the relevant actions to take when they occur
The effects of changes in ambient conditions on the process operations
Drain systems associated with the plant and their limitations
Flare/vent systems associated with the plant and their limitations (to include capacity and radiation)
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Supporting Evidence
Examples of additional evidence which may be collected to support the assessment process include:
witness testimony from individuals who are in a position to provide informed feedback on the performance and behaviours of Candidates and to authenticate evidence – this could include experienced colleagues, supervisors, mentors, technical specialists and clients
a CV or job history which can provide supporting evidence of the Candidate’s job experience/history
completion of a relevant qualification/training courses which can provide evidence that the Candidate has relevant knowledge of operational theory and procedures, work methods, operation of the equipment and safety procedures.
If witness testimony is used then the witnesses and the opportunities for using their testimonies should be identified during the assessment planning stage. The testimony should record what the Candidate has demonstrated, how and under what circumstances. The relationship between the Candidate and witness should be stated together with a record of the witness’s familiarity with the Occupational Standards. Where possible, the testimony should be directly referenced to the Standards. In judging the evidence, the Assessor will need to take into consideration and judge the value of the evidence provided by the witness testimony.
Assessment Process
Planning The Assessor should be in regular contact with the Candidate to identify on-going opportunities to gather evidence. This should be recorded in an assessment plan. An example of an assessment plan is included in Section 8. There could be a number of challenges when carrying out assessment in the workplace which will require careful planning to ensure that the assessment process is effective, takes account of naturally occurring evidence that will arise during normal work activities and does not disrupt normal work operations. The Assessor should liaise with those directly affected or contributing to the assessment and wherever possible plan assessments around operational schedules.
Making and Recording Assessment Decisions Assessment decisions must be related back to the requirements of the Occupational Standards. The Assessor must record the assessment methods and evidence that was considered to make a decision on the competence of the Candidate. An example assessment record is included in Section 7. It is important that all Assessors and Internal Verifiers participate in regular standardisation meetings to ensure consistent use of assessment methods throughout the Approved Centre and consistent approaches to assessing Candidate evidence.
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Authentication of a Candidate’s evidence is required when the Assessor has not observed performance at first hand. It is taken as granted that any performance observed by the Assessor is authentic and is the work of the Candidate. Evidence not directly observed by the Assessor may be authenticated by the questioning of the Candidate or by using witness testimony. Product evidence such as logs, reports and handover notes must also be authenticated. This can be achieved by the Candidate signing the documents and then obtaining counter-signatures from appropriate persons, stating that the evidence is valid and attributable to the Candidate. Assessment records will need to be countersigned by the Internal Verifier in line with the internal verification strategy.
Evidence should be securely retained for internal verification and external audit purposes for one year after the assessment has taken place.
Feedback and Support to Candidates Feedback to the Candidate by the Assessor should be provided on an ongoing basis and relate directly to the requirements of the Occupational Standards. Assessors should meet with Candidates on a regular basis to provide feedback on the evidence collection process and any assessment decisions that have been made. Guidance and support should be provided if any issues have been identified with the evidence gathered or if there is a shortfall in the evidence. The way to remedy these issues or shortfalls should be discussed and planned.
Section 4 – Further Guidance The full specifications for the Occupational Standards are provided in the OPITO Global Occupational Standards – Processing Operations All organisations wishing to deliver the OPITO Vocational Qualification 3: Processing Operations (Hydrocarbons) must be an OPITO Approved Centre and must meet the requirements of OPITO’s Quality Criteria for Oil and Gas Technical Standards and Qualifications. For further information please contact a member of our Workforce Skills Development team in Dubai - [email protected]
Section 5 – Example Occupational Standard
Title Operate an Oil and Gas Process (Wellheads) Summary This process involves the operation of wellheads (oil well, gas producing well, water
injection well, gas injection well) within operational envelopes in order to maximise the performance and exploitation of the reservoir. The process boundary is from downhole safety valve through the christmas tree and choke, to well fluid entry and to the process facilities.
This Occupational Standard involves:
starting up the wellhead process
operating and monitoring the wellhead process
shutting down the wellhead process
isolating and reinstating the wellhead process
complying with HSE and safe systems of work
Oil and Gas 3
Requirements This Occupational Standard must be assessed in the workplace in accordance with worksite operational requirements, procedures and safe working practices.
Outcome Performance Criteria Candidates must demonstrate and provide evidence that they can:
O1 Start up the
process
P1.1 obtain relevant operational instructions and ensure that information received on current operational status is accurate and complete
P1.2 brief relevant personnel and organise work of self and others, where appropriate
P1.3 prepare and integrate plant and utilities
P1.4 carry out pre-start up checks
P1.5 start up the process in accordance with procedures
P1.6 achieve steady state conditions
P1.7 identify and take relevant action to deal with faults and any operational issues
O2 Operate and
monitor the
process
P2.1 monitor and take relevant action to optimise the process
P2.2 identify and take relevant action to deal with upsets in the process
P2.3 ensure effective on-going communication of relevant information on operational status
P2.4 maintain relevant records
O3 Shut down
the process
P3.1
obtain relevant operational instructions and ensure that information received on current operational status is accurate and complete
P3.3 brief relevant personnel and organise work of self and others where appropriate
P3.3 shut down the process in accordance with procedures
P3.4 monitor the shut down and take relevant action to deal with issues
O4 Isolate and
reinstate
the process
P4.1 obtain relevant operational instructions and ensure that information received on current operational status is accurate and complete
P4.2 brief relevant personnel and organise work of self and others where appropriate
P4.3 isolate plant and equipment for maintenance
P4.4 carry out integrity testing of the isolation and confirm safety of the plant and equipment
P4.5 monitor and maintain the integrity of the isolation
P4.6 confirm completion of maintenance and associated documentation
P4.7 carry out integrity testing and confirm the plant and equipment safe to return to service
P4.8 de-isolate and reinstate plant and equipment
O5 Comply with P5.1 carry out relevant risk assessments and ensure that controls are in place to
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HSE and
safe systems
of work
ensure that risks are as low as reasonably practicable
P5.2 ensure that relevant safety briefings are carried out
P5.3 work in accordance with safe systems of work
P5.4 take relevant steps to protect the environment
P5.5 identify issues which may impact on safe systems of work and take relevant action
P5.6 maintain relevant safety records
Knowledge Knowledge Criteria Candidate must provide evidence that they know and understand:
K1 Process -
general
K1.1 phases of the production process, the reactions taking place and the effect of changes on physical and chemical properties (to include toxicity, flammability, specific gravity (SG), temperature)
K1.2 sources of information including operational requirements, drawings and manuals
K1.3 plant procedures and layout and its integration with other processes
K1.4 functioning of process control including instrumentation and logic
K1.5 relation to control room operations
K1.6 how to connect to plant and utilities
K1.7 effects of loss of any utility and its reinstatement
K1.8 how to isolate plant and utilities from operating sources, including isolation devices and methods of installation
K1.9 the principles of de-isolation
K1.10 how to carry out integrity tests
K1.11 how to take samples and interpret results
K1.12 methods and consequences of depressurisation/pressurisation (to include blowdown and temperature)
K1.13 blowdown and relief systems and their limitations
K2 Process – well heads
K2.1 function and operation of equipment –will include well head and associated annulus valve; christmas tree and associated valves; downhole safety valve and hydraulics; choke; computer control systems
K2.2 utilities required for operation of wellheads
K2.3 normal plant conditions and operating parameters for wellheads
K2.4 what steady state conditions are for wellheads operations and how they are achieved
K2.5 factor impacting on performance of wellheads operations and how to achieve optimum processing
K2.6 types and causes of deviations and faults for wellheads operations and the relevant actions to take when they occur
K2.7 the effects of changes in ambient conditions on process operations
K2.8 drain systems associated with the plant and their limitations
K2.9 flare/vent systems associated with the plant and their limitations (to include capacity and radiation)
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K3 Safe systems
of work
K3.1 the implications of health, safety and environmental legislation
K3.2 work area hazards (eg toxic substances, extreme weather conditions) and how to identify/control/minimise them and reduce risks to as low as reasonably practicable
K3.3 safe systems of work procedure
K3.4 consequences of emissions to the environment and procedures for dealing with spillages and uncontrolled emissions
K3.5 segregation of waste materials
K4 Critical and
emergency
situations
K4.1 critical conditions for process and how to control and respond to them
K4.2 the effect and potential implications of loss of any critical process and its reinstatement
K4.3 the principles and effect of hydrocarbon hydrate formation, prevention and dispersion
K4.4 emergency response procedures for plant and location
K4.5 the operation of and implications of the emergency shutdown (ESD) control systems
K4.6 the operation of and implications of the fire and gas control systems
K4.7 action to be taken in event of critical and emergency situations
Scope Scope Criteria
S1 Equipment Candidate evidence will typically involve (but not limited to):
well head and associated annulus valve
christmas tree and associated valves
downhole safety valve and hydraulics
choke
computer control systems
S2 Safe working practices
Candidates must demonstrate safe working practices at all times. This will involve (but not limited to):
wearing correct PPE at all times
complying with regulations including control of substances, manual handing, working at height
proactively raising safety issues and participating in a safety culture
ensuring work area is kept clear
disposing of waste in accordance with environmental requirements
taking part in safety drills and briefings.
S3 Working relationships
Candidates must demonstrate effective working relationships at all times. This will involve (but not limited to):
making clear efforts to establish and maintain productive working relationships
ensuring effective communication with colleagues on operational matters
communicating all relevant information on activities, progress and results to supervisors/managers
providing support and advice for colleagues within limits of own responsibility and expertise.
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Assessment Assessment Guidance
Assessment approaches
This Occupational Standard cannot be assessed by simulation.
The main means of assessment should be observation by competent Assessors while Candidates perform tasks in the workplace.
Safe working practices and effective working relationships should form part of assessment checklists when assessing Candidates’ performance.
Observation should be supported by questioning to ensure that Candidates have the required knowledge and understanding.
Product evidence (e.g. workplace documents and job records) can be used to provide evidence of work carried out – this could include work already completed.
Additional supporting evidence could include witness testimony from individuals who can provide informed feedback on the performance of Candidates.
Assessments should reflect normal work activities, wherever possible.
Assessments can be integrated across the Outcomes and Performance Criteria. (Refer to OPITO Oil and Gas Competence Assessment and Verification Guidelines and OPITO Assessment Guidelines for Vocational Qualifications – Processing Operations: Hydrocarbons for more guidance.)
Evidence requirements
Assessments should include (but not limited to):
an observation for each of Outcomes 1, 2 and 3 - the observations should include safe working systems and working relationships
evidence that all the required types of isolations and reinstatements have been successfully carried out
evidence that the process has been operated on a minimum of 3 times over a time period of a minimum of 3 months
record of questioning.
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Section 6 – Coverage of Occupational Standards
NOS Reference Definition
Wells
OPIPOH1 Wellheads
This process involves the operation of wellheads (oil well, gas producing well, water injection well, gas injection well) within operational envelopes in order to maximise the performance and exploitation of the reservoir.
The process boundary is from downhole safety valve through the christmas tree and choke, to well fluid entry and to the process facilities.
Equipment will typically comprise:
well head and associated annulus valve
christmas tree and associated valves
downhole safety valve and hydraulics
choke
computer control systems
OPIPOH2 Well Integrity
This process involves ensuring the integrity of the well (oil well, gas producing well, water injection well, gas injection well) by monitoring annulus, well pressure, well flows, well temperature, reservoir and well data. Operations may include isolating the well and coordinating leak testing.
The process boundary is from downhole safety valve through the christmas tree and choke, to well fluid entry and to the process facilities.
Equipment will typically comprise:
well head and associated annulus valve
christmas tree and associated valves
downhole safety valve and hydraulics
choke
computer control systems
2. Oil /Gas Storage/ Discharge Processes
OPIPOH3 Tanker Loading (Oil)
This process involves transferring oil from the storage tank outlet through loading pumps and the metering system to the marine tanker connection.
Equipment will typically comprise:
tanks, loading pumps
emergency cut-off systems
venting and flushing systems
metering system Knowledge:
VOC (volatile organic compounds) recovery
ballast systems
OPIPOH4 Storage Tanks (Oil)
The process involves operating oil storage tanks by monitoring tank levels, operating the drainage/sewerage systems, draining free water and operating the tank inert and recirculation system.
Equipment will typically comprise:
tanks
recirculation system
drains
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OPIPOH5 Tanker Loading (Liquefied Gas)
This process involves transferring liquified gas (LNG) from the tank outlet through loading pumps and the metering system to the marine tanker connection.
Equipment will typically comprise:
tanks, loading pumps
emergency cut-off systems
venting and flushing systems
metering system Knowledge:
VOC (volatile organic compounds) recovery
ballast systems
OPIPOH6 Storage Tanks (Liquefied Gas)
The process involves operating liquified gas (LNG) storage tanks by monitoring tank levels, operating the drainage/sewerage systems, conditioning the liquid and operating the tank inert and recirculation system.
Equipment will typically comprise:
tanks
recirculation, cooling/chilling systems
drains
3. Gas Processing
OPIPOH7 Gas Compression
This process involves the compression of gas to a higher pressure for the purpose of gas lift, export, fuel gas, reinjection or fractionation.
The process boundary is from the inlet shut down valve (e.g. well manifold, suction header, separator train) to outlet shut down valve (e.g. gas lift header, export metering, fuel gas header).
Equipment will typically comprise:
compressor and associated ancillaries eg lube oil systems
heat exchangers
prime movers
degassing tanks Knowledge:
Types of compressors e.g. centrifugal, reciprocating
OPIPOH8 Gas Fractionation
This process involves delivering individual component(s) from mixed gas supply.
The process boundary is from the raw gas supply to component(s) stream (s) and residue.
Equipment will typically comprise:
fractionation column(s)
reboiler
reflux drum
condenser
pumps, filters
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OPIPOH9 NGL Systems
This process involves handling of NGL generated from the gas process system.
The process boundary is from the NGL inlet (gas process knock out pots/separator) to the NGL outlet delivery point.
Equipment will typically comprise:
PCV
heat exchangers
pumps
OPIPOH10 Gas Treatment
This process involves the removal of impurities (eg CO2, H2S, H2O) from the gas stream to reach the specified quality.
The process boundary is from the inlet such as separator, compressor to outlets such as export, fuel gas, gas lift, gas fractionation.
Equipment will typically comprise:
molecular sieve vessels
desiccant
reboiler
flash drums
contactor
heat exchanger
pumps, filters Knowledge:
gas treatments including CO2, H2S, H2O, solids/base metals, mercury
absorbtion, adsorption
OPIPOH11 Gas and Liquid Inlet Facilities
This process involves managing pig handling, slug catchers and scrubbers.
The process boundary is from the incoming pipeline to inlet to the gas plant process facility.
Equipment will typically comprise:
pigs, pig receiver
slug catcher
scrubbers
filters
separator.
4 Oil/Gas Process and Export
OPIPOH12 Produced Water Treatment
This process involves the removal and treatment of water from the process train so that that it is suitable to be released into the environment, or reinjected, – in accordance with regulatory/company requirements.
The process boundary is from the water draw off from separator/the crude oil storage tank to the water injection well header or the sea.
Equipment will typically comprise:
hydrocyclone
tilted plate separator
floatation units
filters, pumps
heat exchanger
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OPIPOH13 Vent and Flare System
This process involves operating the shut down, blow down, venting and flaring processes under normal and emergency operating conditions.
Equipment will typically comprise:
vent
ground flare
remote flare
flare knock out pots
liquid pumps
relief vales
SSVS
auto/manual ignition system
OPIPOH14 Pigging/ Sphering Operations
This process involves implementing pigging/ sphering operations to maintain the efficiency and integrity of the pipeline (e.g. cleaning, dewatering, descaling, inspection).
The process boundary is from the pig launcher to the pig receiver.
Equipment will typically comprise:
pigs
pig launchers
pig receivers
spheres
venting and draining facilities
OPIPOH15 Crude Oil Stabilisation
This process involves stabilising crude oil to meet export specification.
The process boundary is from the inlet to the outlet of the stabilisation train.
Equipment will typically comprise:
separators
heat exchanger
pumps
OPIPOH16 Well Products Separation
This process involves separating the well product into oil, water and gas (gas liquid for 2nd phase separator) for further processing.
The process boundary is from the production well manifold to separation train outlet.
Equipment will typically comprise:
separators
5 Water Injection
OPIPOH17 Water Injection
This process involves taking water from the water feed supply (produced or seawater), filtering and conditioning it and injecting it down the well.
Equipment will typically comprise:
booster and injection pumps
meters
choke
de-aerators
filters
chemical injection package
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6 Metering
OPIPOH18 Metering Systems
This process involves metering of process fluids (gas and liquid) and other products – in accordance with regulatory/company requirements.
7 Utilities
OPIPOH19 Drain Systems
This process involves the collection and processing of hazardous /contaminated hydrocarbons, liquids, oils, chemicals, slops through the open and closed drain system and collection and filtering of non-hazardous domestic and storm water through the drain system.
Equipment will typically comprise:
contactors
scrubbers
heat exchangers
reboiler
pumps
filters
reflux accumulator
surge tanks Knowledge:
open and close hazardous systems
OPIPOH20 Nitrogen Generation
This process involves the generation and distribution of nitrogen for use within processes.
Equipment will typically comprise:
compressors
filters
bottles
pressure swing adsorption (PSA) skids Knowledge:
generating nitrogen cryogenically and by solid bed absorption
OPIPOH21 Chemical Injection
This process involves the storage and distribution of chemicals to process injection points.
Equipment will typically comprise:
pumps
filters
tanks
OPIPOH22 Fuel Gas Supply
This process involves compressing/ conditioning process gas so that it is suitable for use in a fuel gas system.
Equipment will typically comprise:
pumps
tanks
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OPIPOH23 Diesel Distribution
This process involves the storage and distribution of diesel to end users.
Equipment will typically comprise:
pumps
tanks
filters
centrifuges
separator drums
OPIPOH24 Heating Medium Supply
This process involves providing heating media (steam, hot water, hot oil) to the process and other areas as required.
Equipment will typically comprise:
heaters
boilers
pumps
heat exchangers
OPIPOH25 Heating, Ventilation and Air Conditioning (HVAC)
This process involves extraction and the supply of suitable quality air to maintain the specified environment (quality and pressure).
Equipment will typically comprise:
filters
heat exchangers
fans
mechanical refrigerators
humidifiers
OPIPOH26 Instrument and Service Air Supply
This process involves the compression and filtration, conditioning and distribution of air for plant and instruments.
Equipment will typically comprise:
compressor
adsorbers
air treatment packages
OPIPOH27 Water Systems
This process involves providing water (service water, fresh water, fire water) to the process and other areas as required.
Equipment will typically comprise:
pumps
filters
ozone generator
tank
water maker
chlorine generator
OPIPOH28 Hydraulic Control Sysytems
This process involves providing a pressurised system to operate actuators, valves subsea and top side.
Equipment will typically comprise:
pumps
filters
intensifier
accumulator
manifolds
storage tanks
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OPIPOH29 Power Generation
This process involves the generation of electricity from a generator driven by an engine.
Equipment will typically comprise:
• electrical generation unit
• fuel gas and/or diesel engine
OPIPOH30 Testing Emergency Safety Systems
This process involves the testing of installation safety systems
Equipment will typically comprise:
• gas, smoke, heat, H2S and flame detectors
• deluge and other fire detectors
• emergency stop functions
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Section 7 – Example Assessment Forms Example Assessment Plan
OPITO Process Operations: Hydrocarbons Assessment Plan
Approved Centre
Candidate Name
Assessor Name
Standard Operate an Oil and Gas Process (Gas Compression)
Outcomes Outcome 2: Operate and Monitor the Process Outcome 5: Complying with HSE and safe systems of work
Date of Plan Plan No
Does the Candidate any special assessment needs?
Activities Performance Criteria
Methods of Assessment
Assessment date
Assessment time
Evidence already available
Links to other Unit/Elements
Candidate diagnosing faults on the power generation system
P2.1 to P2.4 and P5.1 to P5.6 Also working relationships S3 and Safe Systems of Work S2.
Observation K1.1 to K4.7, as arising and dependent on ongoing operations
Reports and information supplied to others relating to any diagnosis that cannot be completed together with recommendations
P2.1 and P2.2. Also working relationships S3
Review of documents - must be authenticated by testimonies
K2.3 to K2.6
Operational records and logs generated and submitted by the candidate
P2.3 and P2.4 Review of logs and records
Completion by the candidate of a questionnaire derived from the standard question bank
As appropriate
Testing of the Candidate’s knowledge and understanding using the question bank
K1.1 to K4.7,
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Additional comments
Assessor
Signature Date
Candidate
Comments
Signature Date
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Example Observation Record
OPITO Process Operations: Hydrocarbons Observation Record
Approved Centre
Candidate Name
Assessor Name
Qualification/Unit Operate an Oil and Gas Process (Gas Compression)
Outcome Isolate and Reinstate the Process
Date of Observation Evidence Ref No
Skills/work activities observed: PCs covered Scope covered
The Candidate received instructions from the supervisor relating to the isolation of the compressor for maintenance purposes. He discussed the plan with other members of the team and those affected at the toolbox talk. The necessary isolation certificates, standard operating procedures and isolation task risk assessment were noted and deemed suitable for implementation. The compressor was isolated in accordance with the standard operating procedure. No anomalies were identified. Integrity testing of the isolation was effective and the safety in respect to the compressor was confirmed to the relevant departments and personnel. The integrity of the isolation was effectively monitored and maintained throughout the maintenance activities. The completion of the maintenance activities was agreed and confirmed and recorded on the appropriate documentation. Integrity testing of the compressor followed and the Candidate confirmed that the plant was fit and safe to be returned to normal service. The compressor was then de-isolated and reinstated. All records were fully completed and activities were completed within the Candidate’s shift. Safe systems of work were maintained at all times.
P4.1 and P4.2 P5.1 and P5.2 P4.3 P4.4 P4.5 P4.6 P4.7 P4.8 P5.1 to P5.6
S3 S2 S1 S2
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Additional evidence: Criteria covered
Knowledge and understanding inferred during the observation of performance It was apparent during the observation of performance that the Candidate had a good knowledge and understanding of safe systems of work, the company’s operating procedures and environmental protection and recording policies. Oral questions were asked during the observation whilst work being carried out and these will supplement the written questions that will be taken from the question bank for the Standard. Oral questions listed in Knowledge Record
Other Units/Elements to which this evidence may contribute
S3
Assessor’s comments on performance and feedback to the Candidate Sufficient performance evidence was made available during the observation to satisfy the performance evidence requirement of the Outcome.
Assessor
Signature Date
Candidate
Comments
Signature Date
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Example Assessment Report
OPITO Process Operations: Hydrocarbons Assessment Report
Approved Centre
Candidate Name
Assessor Name
Standard O – observation P – product evidence Q – questions W – witness testimony
Outcome 1: Start up the process
Ref No. Performance Criteria Achieved
Y/N O/P/ Q/W Evidence / Comments
P1.1 Obtain relevant operational instructions and ensure that information received on current operational status is accurate and complete
P1.2 Brief relevant personnel and organise work of self and others, where appropriate
P1.3 Prepare and integrate plant and utilities
P1.4 Carry out pre-start checks
P1.5 Start up the process in accordance with procedures
P1.6 Achieve steady state conditions
P1.7 Identify and take relevant action to deal with faults and any operational issues
Additional Assessor comments
Assessor Signature Assessment Date
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Outcome 2: Operate and monitor the process
Ref No. Performance Criteria Achieved
Y/N O/P/ Q/W Evidence / Comments
P2.1 Monitor and take relevant action to optimize the process
P2.2 Identify and take relevant action to deal with upsets in the process
P2.3 Ensure effective on-going communication of relevant information on operational status
P2.4 Maintain relevant records
Additional Assessor comments
Assessor Signature Assessment Date
Outcome 3: Shut down the process
Ref No. Performance Criteria Achieved
Y/N O/P/ Q/W Evidence / Comments
P3.1 Obtain relevant operational instructions and ensure that information received on current operational status is accurate and complete
P3.2 Brief relevant personnel and organise work of self and others, where appropriate
P3.3 Shut down the process in accordance with procedures
P3.4 Monitor the shut down and take relevant action to deal with issues
Additional Assessor comments
Assessor Signature Assessment Date
Element 4: Isolate and reinstate the process
Ref No. Performance Criteria Achieved
Y/N O/P/ Q/W Evidence / Comments
P4.1 Obtain relevant operational instructions and ensure that information received on current operational status is accurate and complete
P4.2 Brief relevant personnel and organise work of self and others, where appropriate
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P4.3 Isolate plant and equipment for maintenance
P4.4 Carry out integrity testing of the isolation and confirm safety of the plant and equipment
P4.5 Monitor and maintain the integrity of the isolation
P4.6 Confirm completion of maintenance and associated documentation
P4.7 Carry out integrity testing and confirm the plant and equipment safe to return to service
P4.8 De-isolate and reinstate plant and equipment
Additional Assessor comments
Assessor Signature Assessment Date
Element 5: Comply with HSE and safe systems of work
Ref No. Performance Criteria Achieved
Y/N O/P/ Q/W Evidence / Comments
P5.1 Carry out relevant risk assessments and ensure that controls are in place to ensure that risks are as low as reasonably practicable
P5.2 Ensure that relevant safety briefings are carried out
P5.3 Work in accordance with safe systems of work
P5.4 Take relevant steps to protect the environment
P5.5 Identify issues which may impact on safe systems of work and take relevant action
P5.6 Maintain relevant records
Additional Assessor comments
Assessor Signature Assessment Date
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Knowledge: Process - General
Ref No. Underpinning knowledge/understanding Achieved
Y/N Comments
K1
Phases of the production process, the reactions taking place and the effect of changes on physical and chemical properties (to include toxicity, flammability, specific gravity (SG), temperature)
K2 Sources of information including operational requirements, drawings, and manuals
K3 Plant procedures and layout and its integration with other processes
K4 Functioning of process control including instrumentation and logic
K5 Relation to control room operations
K6 How to connect to plant and utilities
K7 Effects of loss of any utility and its reinstatement
K8 How to isolate plant and utilities from operating sources, including isolation devices and methods of installation
K9 The principles of de-isolation
K10 How to carry out integrity tests
K11 How to take samples and interpret results
K12 Methods and consequences of depressurization/pressurization (to include blowdown and temperature)
K13 Blowdown and relief systems and their limitations
Knowledge: Process – Gas Compression
Ref No. Underpinning knowledge/understanding Achieved
Y/N Comments
K14 Function and operation of equipment for gas compressor
K15 Types of compressors e.g. centrifugal, reciprocating
K16 Utilities required for gas compression
K17 Normal plant conditions and operating parameters for gas compression
K18 What steady state conditions are for gas compression and how they are achieved
K19 Factors impacting on performance and how to achieve optimum processing for gas compression
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K20 Types and causes of deviations and faults for gas compression and the relevant actions to take when they occur
K21 The effects of changes in ambient conditions on gas compression
K22 Drain systems associated with the plant for gas compression and their limitations (to include capacity and radiation)
K23 Flare/vent systems associated with the plant for gas compression and their limitations (to include capacity and radiation)
Knowledge: Process – Safe System of Work
Ref No. Underpinning knowledge/understanding Achieved
Y/N Comments
K24 The implications of health, safety and environmental legislation
K25
Work area hazards (e.g. toxic substances, extreme weather conditions) and how to identify/control/minimize them and reduce risks to as low as reasonably practicable
K26 Safe systems of work procedure
K27 Consequences of emissions to the environment and procedures for dealing with spillages and uncontrolled emissions
K28 Segregation of waste materials
Knowledge: Process – Critical and emergency situations
Ref No. Underpinning knowledge/understanding Achieved
Y/N Comments
K29 Critical conditions for process and how to control and respond to them
K30 The effect and potential implications of loss of any critical process and its reinstatement
K31 The principles and effect of hydrocarbon hydrate formation, prevention and dispersion
K32 Emergency response procedures for plant and location
K33 The operation of, and implications of the emergency shutdown (ESD) control systems
K34 The operation and implications of the fire and gas control systems
K35 Action to be taken in the event of critical and emergency situations
Additional Assessor comments
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Assessor Signature Assessment Date
Behaviours: Working Relationships and Safe Systems of Work (Behaviours and attitude are additional considerations for determining competent performance in the workplace. They need to be demonstrated by the Candidate during normal work activities)
Ref No. Performance Criteria Achieved
Y/N O/P/ Q/W Evidence / Comments
1.1 Make clear efforts to establish and maintain productive working relationships
1.2 Ensure effective communication with colleagues on operational matters
1.3 Communicate all relevant information on activities, progress and results to supervisors/managers
1.4 Provide support and advice for colleagues within own area of responsibility.
2.1 Wear correct PPE at all times
2.2 Comply with regulations including control of substances, manual handling, working at height
2.3 Proactively raise safety issues and participate in a safety culture
2.4 Ensure work area is kept clear
2.5 Dispose of waste in accordance with environmental requirements
2.6 Take part in safety drills and briefings
Additional Assessor comments
Assessor Signature Assessment Date
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Section 8 - Blank Forms The forms shown on the following pages are basic examples of those generally used within Approved Centres. Forms may be devised by the centres providing the contents meet the requirements.
Assessment Plan
Assessment Plan
Approved Centre
Candidate Name
Assessor Name
Standard
Outcomes/Elements
Date of Plan Plan No
Does the Candidate any special assessment needs?
Activities Performance Criteria
Methods of Assessment
Assessment date
Assessment time
Evidence already available
Links to other Unit/Elements
Additional comments
Assessor
Signature Date
Candidate
Comments
Signature Date
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Unit Achievement Record
Unit Achievement Record
Approved Centre
Candidate Name
Assessor Name
Qualification
Requirement
Performance Criteria Knowledge Reference Evidence Reference
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Index of Evidence
Index of Evidence
Approved Centre
Candidate Name
Assessor Name
Qualification/ Unit
Evidence Number
Description of evidence Location of the evidence (e.g. Candidate portfolio, electronic, database etc.)
Sampled by the IV (initials and date)
In
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Observation Record
Observation Record
Approved Centre
Candidate Name
Assessor Name
Qualification/ Unit
Outcome
Date of Observation Evidence Ref No
Skills/work activities observed: PCs covered Scope covered
Additional evidence: Criteria covered
Knowledge and understanding inferred during the observation of performance
Other Units/Elements to which this evidence may contribute
Assessor’s comments on performance and feedback to the Candidate Sufficient performance evidence was made available during the observation to satisfy the performance evidence requirement of the Outcome.
Assessor
Signature Date
Candidate
Comments
Signature Date
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Witness Testimony
Witness Testimony
Approved Centre
Candidate Name
Witness Name
Witness Designate/relationship to candidate
Qualification/Unit
Outcome
Date of Testimony Evidence Ref No
Details of testimony: PCs covered Scope covered
Comments:
Witness
Signature Date
Assessor
Comments
Signature Date
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Records of Questions and Answers
Records of Questions and Answers
Approved Centre
Candidate Name
Assessor Name
Qualification/Unit/Element
Evidence Ref No
Question Number
Question (include details of when asked) Candidate Response Knowledge Criteria
Assessor
Signature Date
Candidate
Signature Date
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