Office of Office of Pipeline Pipeline SafetySafety

Qualifications of Individuals:Protocol Review

Integrity Management WorkshopJuly 23-24, 2002

Office of Office of Pipeline Pipeline SafetySafety

Program Element Requirement

• §452 (f) An operator must include, at minimum, each of the following elements in its written integrity management program:

Office of Office of Pipeline Pipeline SafetySafety

•(8) A process for review of integrity assessment results and information analysis by a person qualified to evaluate the results and information (see paragraph (h)(2) of this section).

Program Element Requirement

• §452 (f) An operator must include, at minimum, each of the following elements in its written integrity management program:

Office of Office of Pipeline Pipeline SafetySafety

Protocol Objective

• Verify How the Operator Demonstrates the Qualification of Individuals Performing Integrity-Related Reviews of Assessment Results and Information Analysis

Office of Office of Pipeline Pipeline SafetySafety

Protocol ObjectiveProtocol Objective

Verify How the Operator Demonstrates the Qualification of Individuals Performing Integrity-Related Reviews of Assessment Results and Information Analysis

Verify that the Individuals Performing Integrity Related Reviews of Assessment Results and Information Analysis are Qualified

Office of Office of Pipeline Pipeline SafetySafety

Applicability

• Individuals That Interpret ILI Data to Identify Defects

Office of Office of Pipeline Pipeline SafetySafety

ApplicabilityApplicability

Individuals That Interpret ILI Data to Identify Defects

Individuals that Review Information Analysis to Identify Potential Integrity Threats

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of Individuals

• Process Expectations

° Operators Should:

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of IndividualsQualifications of Individuals

Process Expectations– Operators Should:

Determine Who Must be Qualified

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of IndividualsQualifications of Individuals

Process Expectations– Operators Should:

Determine Who Must be Qualified

Establish Minimum Qualification Standards

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of IndividualsQualifications of Individuals

Process Expectations– Operators Should:

Determine Who Must be Qualified

Establish Minimum Qualification Standards

Determine Existing Qualifications of Individuals

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of IndividualsQualifications of Individuals

Process Expectations– Operators Should:

Determine Who Must be Qualified Establish Minimum Qualification

Standards Determine Existing Qualifications of

Individuals Provide Additional Training,

Education, etc., Required for Individuals to Achieve Minimum Qualification Standards

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of IndividualsQualifications of Individuals

Process Expectations– Operators Should:

Determine Who Must be Qualified Establish Minimum Qualification Standards Determine Existing Qualifications of

Individuals Provide Additional Training, Education, etc.,

Required for Individuals to Achieve Minimum Qualification Standards

Document and Justify Qualifications

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of Individuals

• Example Approach - Qualification of Operator Employees Performing Integrity Reviews

° Job Task Analysis (JTA)

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of IndividualsQualifications of Individuals

Example Approach - Qualification of Operator Employees Performing Integrity Reviews– Job Task Analysis (JTA)

Identify Integrity Related Tasks That Require Qualification

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of IndividualsQualifications of Individuals

Example Approach - Qualification of Operator Employees Performing Integrity Reviews– Job Task Analysis (JTA)

Identify Integrity Related Tasks That Require Qualification

Identify Needed Skills (Minimum Test Scores, Demonstrated Proficiency, Experience Level, etc.)

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of Individuals

• Example Approach - Qualification of Operator Employees Performing Integrity Reviews (cont.)

° Employee Skills Assessment

Office of Office of Pipeline Pipeline SafetySafety

Example Approach - Qualification of Operator Employees Performing

Integrity Reviews (cont.)

– Employee Skills Assessment

Education (Degrees, Certifications)

Office of Office of Pipeline Pipeline SafetySafety

Example Approach - Qualification of Operator Employees Performing

Integrity Reviews (cont.)

– Employee Skills Assessment

Education (Degrees, Certifications)

Training (Classroom, OJT)

Office of Office of Pipeline Pipeline SafetySafety

Example Approach - Qualification of Operator

Employees Performing Integrity Reviews (cont.)

– Employee Skills Assessment

Education (Degrees, Certifications)

Training (Classroom, OJT)

Experience (Work history, Industry Committees, Performance Evaluations)

Office of Office of Pipeline Pipeline SafetySafety

Example Approach - Qualification of Operator

Employees Performing Integrity Reviews (cont.)

– Employee Skills Assessment

Education (Degrees, Certifications)

Training (Classroom, OJT)

Experience (Work history, Industry Committees, Performance Evaluations)

“Gap Analysis” (Compare Employee Skills w/ JTA Requirements)

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of Individuals

• Example Approach - Qualification of Operator Employees Performing Integrity Reviews (cont.)

° Documentation

Office of Office of Pipeline Pipeline SafetySafety

Example Approach - Qualification of Operator

Employees Performing Integrity Reviews (cont.)

–Documentation

Personnel Records (Position Description, Degrees and Certifications, etc.)

Office of Office of Pipeline Pipeline SafetySafety

Example Approach - Qualification of Operator

Employees Performing Integrity Reviews (cont.)

– Documentation

Personnel Records (Position Description, Degrees and Certifications, etc.)

Training Records (Training Participation, Qualifying Test Scores, etc.)

Office of Office of Pipeline Pipeline SafetySafety

Example Approach - Qualification of Operator

Employees Performing Integrity Reviews (cont.)

– Documentation

Personnel Records (Position Description, Degrees and Certifications, etc.)

Training Records (Training Participation, Qualifying Test Scores, etc.)

Experience

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of Individuals

• Qualification of Consultants/Contractors

° Formal Contractor Qualification Program

Office of Office of Pipeline Pipeline SafetySafety

Qualification of Consultants/Contractors

– Formal Contractor Qualification Program

May Include Contractual Requirements

Office of Office of Pipeline Pipeline SafetySafety

Qualification of Consultants/Contractors

– Formal Contractor Qualification Program

May Include Contractual Requirements

Operators Responsibility for Contractor Audits

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of Individuals

• Expectations

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of IndividualsQualifications of Individuals

Expectations– Qualification of Operator’s IM

Employees

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of IndividualsQualifications of Individuals

Expectations– Qualification of Operator’s IM

Employees– Qualification of Contractor’s

Personnel

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of IndividualsQualifications of Individuals

Expectations– Qualification of Operator’s IM

Employees– Qualification of Contractor’s

Personnel– Maturing Aspect of IM (New

Technology, IM Methods)

Office of Office of Pipeline Pipeline SafetySafety

Qualifications of IndividualsQualifications of Individuals

Expectations– Qualification of Operator’s IM

Employees– Qualification of Contractor’s

Personnel– Maturing Aspect of IM (New

Technology, IM Methods)– Enhanced Level of Formality

(Documented Process)