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BPXA DOT Operator Qualification Plan Overview

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1 BPXA DOT Operator Qualification Plan Overview
Welcome to overview training on BPXA’s DOT Operator Qualification Plan. This training is not a comprehensive review of the OQ Plan and does not take the place of a full review of the Plan. It is highly recommended that you read the entire manual. May 2009 Rev 5 - 5/21/09 HLA

2 Course Objectives At the end of the training the student will be able to: Area Manager Identify their accountability for ensuring the Team Leads comply with the training and qualification requirements. Operations & Maintenance Team Leader Section 2, 3 Identify their responsibility for training and qualification of technicians completing covered tasks. Illustrate proper use of TRACCESS qualification reports. Illustrate proper use of ISNetworld qualification reports. Determine that a Performance Verification form has been properly completed. Section 5 Interpret requirements of suspension of qualification on covered tasks during an incident/accident. Interpret requirements of suspension of qualification on covered tasks for criteria other than incident/accident. Explain criteria for returning to qualified status. Interpret requirements shown in Appendix A - Covered Task List. Explain qualification tasks that Evaluators are authorized to complete. Interpret Evaluator qualification criteria. Section 6 Illustrate proper use of ISNetworld qualification reports (contractors) Section 7 Identify MOC requirements to OQ Plan changes Section 8 Conclude that a Performance Verification form has been properly completed. Explain required documentation requirements. Section 9 Explain the requirement for participation in analysis of feedback for use in continuous improvement to the Plan. Evaluator Explain the requirement of notifying supervision of a failed evaluation. Explain qualification tasks that Evaluators are authorized to complete Identify Evaluator qualification data needed by the Evaluator’s supervisor. This slide lists all of the course objectives, including the ones supported by separate presentations. The point of this slide is not to cover each objective, but to visually illustrate that the Operations & Maintenance Team Leaders have a large list of responsibilities in the OQ process. The implementation of every responsibility in the OQ Plan is important for successful compliance to DOT OQ regulation which supports the Privilege to Operate. Rev 5 - 5/21/09 HLA

3 OQ Rule Required by: 49 CFR 192 for Natural Gas pipelines (Subpart N) 49 CFR 195 for Oil and NGL pipelines. (Subpart G) BPXA’s Operator Qualification program is designed to ensure that individuals working on regulated pipeline facilities are qualified to perform specific “covered tasks” and to reduce the probability and consequences of incidents/accidents. The OQ Plan applies to BPXA employees, contractors, sub-contractors and any other entity performing a DOT “covered task” as defined in this plan on behalf of BPXA on a DOT jurisdictional pipeline facility. The qualification program requirements are found in Pipeline Safety Regulations 49 CFR and The overall objective of the OQ requirements is to reduce the probability and consequences of incidents or accidents. This is accomplished by ensuring that individuals are able to perform assigned covered tasks and are able to recognize and react to abnormal operating conditions. This includes providing training as appropriate to ensure that those individuals have the necessary knowledge and skill to perform covered tasks in a manner that ensures the safe operation of pipeline facilities. All individuals, BPXA employees or contractor employees, doing covered tasks on DOT jurisdictional pipelines must meet the requirements of BPXA’s DOT Operator Qualification Plan. Rev 5 - 5/21/09 HLA

4 BPXA OQ Responsibility Overview In serial form
The following slides demonstrate a typical series of actions that support the management of OQ qualifications for BP employees. Contractor considerations will be handled toward the end of the presentation. These slides are not a comprehensive review and do not take the place of full study of the entire OQ Plan. This overview training will walk you through the general activities performed to meet the requirements of the Plan. This presentation focuses on BPXA employees and highlights contractor considerations toward the end of the training. It is highly recommended that you read the entire BPXA DOT Operator Qualification Plan manual. Rev 5 - 5/21/09 HLA

5 First Step: Learn About Your DOT OQ Plan
OQ at BPXA Attend a class or read study guides – such as this presentation. Study/Read the BPXA DOT OQ Plan Ask Questions Successful implementation of the OQ Plan requires understanding what YOU need to do to support the process. Participating in training, reading the OQ Plan manual, and engaging in conversations with DOT subject matter experts are examples of how you can learn about YOUR OQ Plan. Rev 5 - 5/21/09 HLA

6 Next Steps: Supervisor Pre-work
OQ Determine what covered tasks are performed at your facility Determine who will perform those covered tasks BPXA has identified specific covered tasks that are performed on our pipeline facilities. The applicable covered tasks can vary from location to location and who performs those covered tasks also varies. It is the supervisor’s responsibility to determine which covered tasks are performed in their area of responsibility and to determine which individuals they will assign to perform the covered tasks. The next 8 slides will help you to understand how to figure out what covered tasks are performed at your facilities and how to assign covered tasks to individuals. Rev 5 - 5/21/09 HLA

7 Supervisor Pre-work 1) Determine what covered tasks are performed at your facility:
OQ The key document for determining which covered tasks are applicable to your facilities is the Covered Task List. A link to this list is located on the BP Alaska Regulated Pipeline Programs web site. At the “alaska intranet” home page select the DOT/Regulated Pipeline Programs link located in the dropdown list under the “tech & hse directorate” tab. Determining covered tasks applicable to your facilities can be ascertained from the Covered Task List. From the Alaska Intranet site, select the DOT/Regulated Pipelines Programs link on the tech & hse directorate tab. Rev 5 - 5/21/09 HLA

8 Supervisor Pre-work 1) Determine what covered tasks are performed at your facility: Continued
OQ At the pipeline site select the Appendix A – Covered Task List link within the Operator Qualifications menu. At the pipeline site, select the link for Appendix A – Covered Task List/Index Rev 5 - 5/21/09 HLA

9 Supervisor Pre-work 1) Determine what covered tasks are performed at your facility: Review Covered Task List to determine which are applicable to your location OQ This will open up a multi-page list of all DOT covered tasks applicable to BPXA. This slide is an example of a few of the tasks. Each covered task is numbered down the first column of the table.. If there are sub-tasks they are numbered down the second column. Sub-tasks are discrete tasks which make up the whole of the covered task title. For example Sub-task number 19.1 Valve Body winterization or corrosion inhibition is a discrete task of performing covered task 19 Valve Maintenance. Titles of the tasks or sub-tasks are the main cue for determining what tasks are performed on your facilities. If the title still doesn’t tell you enough, the next slides will explain how you can get more description information on the task. Titles of covered tasks are usually enough information to determine if they are done at your facilities. Rev 5 - 5/21/09 HLA

10 Supervisor Pre-work 1) Determine what covered tasks are performed at your facility: If task title doesn’t define the task for you, look at the covered task description available in Appendix B Covered Task Performance Verification Checklists. To get to Appendix B: Appendix B will give you access to the performance verification checklists. These checklists define the scope of the tasks. Click on the Appendix B – DOT Covered Tasks link within the Operator Qualifications menu. At the pipeline site, select the link for Appendix B – DOT Covered Tasks Rev 5 - 5/21/09 HLA

11 As an example, click on Covered Task 25
Supervisor Pre-work 1) Determine what covered tasks are performed at your facility: Appendix B Covered Task Performance Verification Checklists. This will present the complete list of performance verification checklist (PV) links for each of the covered tasks. On this example we will click on Covered Task 25 on line 18 of the list. As an example, click on Covered Task 25 Rev 5 - 5/21/09 HLA

12 Supervisor Pre-work 1) Determine what covered tasks are performed at your facility: Example Covered Task Performance Verification Checklist OQ Within the description section of the multi-page PV it will explain what the task entails. You can also read the process steps located on the same document – an example of those steps are on the next slide. The Description section of the Performance Verification Checklist gives you more detail about the task. Rev 5 - 5/21/09 HLA

13 Supervisor Pre-work 1) Determine what covered tasks are performed at your facility: Example Covered Task Performance Verification Checklist (continued) These Process Steps give a lot of detail on what is involved in performing the covered task. The process steps is the detail the Evaluators use during the evaluation of a Candidate. We will cover more about Evaluators and Candidates very soon in this presentation. Rev 5 - 5/21/09 HLA

14 Supervisor Pre-work 2) Determine who will perform those covered tasks
OQ Meet with appropriate personnel and determine who you expect to perform the covered tasks at your facilities. List who and what tasks they are expected to perform. Some considerations: The task is congruent with the individual’s discipline knowledge and skill. If a task is not performed very often, consider how you can maintain proficiency in the task – possibly limiting the number of individuals assigned to perform that task. Do you want redundant coverage to help ensure that an OQ qualified individual is always available or is it a task that has scheduling flexibility? Meet with the individuals that are to perform the covered tasks you have listed for them and explain your expectations: They are to be OQ qualified to the listed tasks They will only perform covered tasks for which they are OQ qualified They are to maintain currency in their OQ qualifications Ascertain whether they have training as appropriate for each task – if not, provide more training which may include on-the-job training, lab simulation, or other technical training. The next step is for the Supervisor to determine who they will be assigning to perform covered tasks. The process of determining who will be assigned specific tasks will vary at locations. Some possible considerations when determining who will perform a covered task are: *The task is congruent with the individual’s discipline knowledge and skill. *If a task is not performed very often, consider how you can maintain proficiency in the task – possibly limiting the number of individuals assigned to perform that task. *Do you want redundant coverage to help ensure that an OQ qualified individual is always available or is it a task that has scheduling flexibility? Step number 3 is very important for setting expectations related to OQ qualifications. The supervisor may have more than the listed 3 expectations. Step number 4 is critical for compliance to the OQ regulation. Have a discussion with the individual and/or review their training and performance records to make sure they have the fundamental knowledge and skills to perform the assigned covered tasks. If necessary, provide them additional appropriate training. Rev 5 - 5/21/09 HLA

15 Supervisor TRACCESS Assignments
OQ After determining who does what covered tasks, make covered task and AOC training assignments in TRACCESS. Note: No Covered Tasks can be performed without current AOC training documentation. For more information on TRACCESS contact: Kris Ingersoll or Make covered task and abnormal operating conditions (AOC) training assignments in TRACCESS. It is important to understand that no covered tasks can be performed without being OQ qualified in that particular task and also being current in BPXA AOC training. For more information on TRACCESS please contact Kris Ingersoll, PSM Analyst, at the listed phone numbers. Rev 5 - 5/21/09 HLA

16 Supervisor Responsibilities Some questions to ponder about OQ:
Do I know what DOT OQ covered tasks are performed in my area? Do I know who performs the DOT OQ covered tasks in my area? Do I know how to make reports in TRACCESS or read monthly compliance reports? Are my employees assigned the correct OQ qualification tasks in TRACCESS? How often do I review the qualification assignments in TRACCESS? How often do I review the TRACCESS qualification assignments with my employees? OQ On the next two slides are some OQ related questions that a supervisor should ask themselves. This will help ensure that they are carrying out their OQ responsibilities. Rev 5 - 5/21/09 HLA

17 Supervisor Responsibilities More questions to ponder:
Are my employees reported as Complete in TRACCESS for the covered tasks they perform? Do I ensure that AOC training is Complete in TRACCESS before assigning any DOT OQ covered task? Have I read and understood the BPXA DOT Operator Qualification Plan? Do I ensure that my employees, who perform OQ covered tasks, have read and understand the BPXA DOT Operator Qualification Plan? Do I provide the appropriate training for the tasks that my employees perform? This also includes such things as changes to equipment, AOCs, codes, or procedures. Do I ensure that employees are provided appropriate communication about changes and new information such as organizational changes, lessons learned, root causes, or audits? After you are done reviewing the questions we will move on to what actions the task performer needs to complete in order to become qualified to the tasks that the supervisor assigned them. Rev 5 - 5/21/09 HLA

18 Covered Task Performer Actions
Now that your supervisor has assigned AOC training, other applicable pre-requisites (if any), and OQ tasks in TRACCESS, review your status for each of the practical and knowledge elements. Notes: The monthly DOT Training Report can also be used to determine status. This report is available at all locations. A separate presentation is available on how to read the monthly report. A separate presentation is available on how to generate customized reports in TRACCESS. The individual performing covered tasks has had a discussion with their supervisor about qualification on covered tasks. These tasks and pre-requisites such as the AOC training have been assigned in TRACCESS. Currently, AOC training may be the only pre-requisite required before being evaluated on a covered task. The individual should use TRACCESS to determine the status of their assignments. The monthly DOT Training Report which is sent out by the PSM Analyst can also be used for reviewing status. A separate presentation is available for generating customized reports in TRACCESS and also a separate presentation is available for reading the monthly DOT Training Report. Rev 5 - 5/21/09 HLA

19 Covered Task Performer Actions (continued)
If the status is Incomplete for any of the assignments: Have you completed your BPXA Abnormal Operation Conditions training? This is available in TRACCESS and successful completion must be documented in TRACCESS, and is a pre-requisite to PVs. Do you have appropriate training to perform this task? If not, discuss with your supervisor to determine how your knowledge and skill needs can be supported. If your task training needs are met and you have documented completion of AOC training or any other pre-requisites identified in TRACCESS, request that an Evaluator be scheduled to evaluate your knowledge and skills on a covered task. The Evaluator will need to prepare for the evaluation. Make sure that you have completed your BPXA Abnormal Operation Conditions training – this training is a pre-requisite to an evaluation. The training is available via TRACCESS – documentation of completion of the test following the training is required. For the tasks that are assigned to you, do you feel that you have the appropriate training to perform those tasks? If not, discuss this with your supervisor. If you have documented completion of the BPXA AOC training, and any other assigned pre-requisite (this is not common), request supervision that an evaluation be scheduled. The Evaluator will need time to get prepared for the evaluation process. Rev 5 - 5/21/09 HLA

20 Evaluator The role of the Evaluator is critical in maintaining the integrity of the OQ program. The Evaluator makes the determination whether or not a candidate has properly followed and demonstrated the knowledge and skill requirements set in the Performance Verification checklist (PV). The Evaluator also helps verify that all prerequisites have been completed before evaluation. The process and procedures must be followed closely in order to maintain internal and external program credibility. Documentation and evaluation are probably the most sensitive activities that can affect the credibility of the OQ Program. It is important that the Evaluator follow the OQ Plan and the flow set out in this training – the Evaluator has direct effect on both qualification documentation and the evaluation process. Rev 5 - 5/21/09 HLA

21 Evaluator – Preparing for an evaluation
Before you evaluate a Candidate on a covered task make sure you are an approved Evaluator for that task. The Evaluator must be approved by their supervisor who uses selection criteria of: technical knowledge industry experience interpersonal skills Provide your supervisor information on how you meet the Evaluator criteria. BPXA Evaluators are authorized to administer performance evaluations (includes knowledge testing). Evaluators from outside BPXA can be approved by the BPXA DOT Pipeline Advisor. Supervision selects Evaluators based on technical knowledge, industry experience and interpersonal skills. When being considered as an Evaluator it helps to provide your supervisor with information on how you meet the criteria. BPXA Evaluators are authorized to administer knowledge and performance evaluations. The BPXA DOT Pipeline Advisor can approve Evaluators from outside of BPXA to perform OQ evaluations. For example, an OQ qualification evaluation can be an integral portion of a training course taught by an external instructor. Rev 5 - 5/21/09 HLA

22 Evaluator – Preparing for an evaluation (continued)
Print out the current copy of the Performance Verification (PV) Checklist (from Appendix B) and: Read the PV and become familiar with the scope of the covered task Understand how to recognize and react to the task specific AOCs listed in the PV Review the Reference Material list and ensure that the reference material related to your location is available Review the Knowledge Assessment and the answer key – become conversant in the answers and how they apply to your location Review the Process Steps and understand the flow of the task so that you are prepared to decide whether the candidate has demonstrated how to correctly and safely perform the covered task. Note: The PV does not take the place of a maintenance or operations procedure. Note: It is recommended that you print out a new PV, from Appendix B, on the day of the evaluation – do not use a PV that has been stored elsewhere. Only the latest version of a PV is acceptable and older versions will be rejected. It is important that evaluation preparation be done using the current copy of the PV from Appendix B. Do not use copies of PVs that are stored elsewhere. Preparation is essential to providing a smooth evaluation experience: *Read the PV and become familiar with what the width and breadth is of the covered task. *Be sure you know how to recognize and react to the task specific AOCs listed in the PV. This is important not only for determining if the Candidate knows the AOCs, but also during the evaluation you may have to intercede if the Candidate is not properly reacting to an actual AOC. Also become familiar with any other knowledge assessment item. *Make sure that the reference material that is listed in the PV is available for the Candidate if they request it. The Candidate has access to anything that is normally available during performance of the task. The Candidate will not have access to the PV during the evaluation. *Review the Process Steps and become familiar with the flow of the work. Please note that the Performance Verification checklist does not take the place of a maintenance or operations procedure. Rev 5 - 5/21/09 HLA

23 Evaluator and Candidate Meeting
An important part of the evaluation is to set an environment that allows the Candidate to perform at their normal level – with expectations understood and without undue stress. The demeanor should be “supportive” without providing coaching on the covered task performance. To that end, it helps to meet with the candidate before the evaluation to explain the evaluation process, including to what resources the candidate has access. It is also a good time to verify that the candidate has documented completion of all pre-requisites; options include: Ask the Candidate to provide a printed copy of a TRACCESS, or monthly DOT Training Report showing completion status on assigned requirements related to the covered task being evaluated. Directly review completion status in TRACCESS. Meet with the Candidate before the evaluation and explain what the evaluation will entail, including an explanation of what resources are available to the Candidate. The evaluation environment should be a supportive one. This is a good time to verify with the Candidate that they have completed all pre-requisites which in most cases is AOC Training. You can do this by asking the Candidate to provide a printed copy of a TRACCESS or monthly DOT Training Report showing completion status, or directly reviewing completion status in TRACCESS. Rev 5 - 5/21/09 HLA

24 Evaluator and Candidate Meeting (continued) General Evaluation Flow
The Evaluator will share with the Candidate any parts of the following general evaluation process flow as they see fit: General Flow – page 1 of 3 Candidate verifies that they have completed all required OQ training (pre-requisites) before requesting an evaluation. Candidate and Evaluator schedule time for the evaluation. Evaluator verifies that their supervisor approved them to be an Evaluator for the task. The Evaluator or Candidate prints out the current Performance Verification checklist from the OQ Plan or located in the Candidate’s TRACCESS folder. Evaluator verifies that the Candidate has documented completion of the pre-requisites. (As discussed in previous slide.) Evaluator explains to the Candidate what the evaluation will entail and will emphasize safety as the primary consideration during the evaluation process. These next 3 slides outline the general flow of an evaluation from evaluation preparation to documentation completion. Please read each of the bullet points. When you have gone through all 3 slides you should have a good understanding of the flow in a typical evaluation situation. This first slide covers preparation items that happen before the evaluation takes place. Rev 5 - 5/21/09 HLA

25 Evaluator and Candidate Meeting (continued) General Evaluation Flow
General Flow – page 2 of 3 During the evaluation the Evaluator must directly observe the Candidate. The Evaluator must be close enough to the work being conducted and have no obstructions between the Candidate and the Evaluator that would impede the Evaluator’s ability to take immediate corrective action. The Evaluator must take immediate corrective action as necessary in the event that the Candidate performs, or starts to perform, the covered task incorrectly. The Evaluator must not coach the Candidate during any part of the evaluation other than that specifically detailed on the Performance Verification checklist. It is recommended that the the Knowledge Assessment portion of the evaluation be administered before doing the Performance evaluation. Administer the Performance Evaluation Checklist portion of the evaluation. Note: to more accurately evaluate skills, for initial qualification, it is preferred that actual demonstration of the task takes place. This is not possible in some situations – the next preferred method is simulation, and the least preferred method is oral evaluation. This second slide gives guidance for when the evaluation is performed. Rev 5 - 5/21/09 HLA

26 Evaluator and Candidate Meeting (continued) General Evaluation Flow
General Flow – page 3 of 3 Complete all fields on the PV form. Make sure that the Evaluator and Candidate sign and date the form immediately after the evaluation. If any of the steps were not acceptable, the Candidate will not be qualified and will need to schedule a re-evaluation. Prior to the re-evaluation, it is required that the individual work with their supervisor or Operations/Maintenance Lead Techs for additional training as appropriate, which may include self-study, on-the-job review with qualified personnel or other documented options. At any time, the individual may request a different Evaluator. Supervision will be notified of any non-successful attempts at qualification. For successful evaluations, forward the signed Performance Verification checklist to the appropriate Team Lead or designee. The Team Lead is responsible that TRACCESS is updated with the qualification status and the hard copy of the PV filed. Note: A separate job aid presentation is available for performing a quality check of a PV checklist before it is filed. This last slide of the evaluation general flow gives guidance about documentation and notification. Rev 5 - 5/21/09 HLA

27 Evaluation Day Verify that it is safe and operationally prudent to perform the evaluation at the scheduled time. An evaluation does not negate any safety, operational, or procedural practice. Re-schedule the evaluation when necessary to support a credible qualification process. When scheduling an evaluation consider what impact you may have on operations or maintenance. If there are critical or safety intensive activities taking place it may be preferable not to have possible distractions or upsets caused by the evaluation during that time. Reschedule the evaluation when necessary. You learned in a previous slide that to more accurately evaluate skills, for initial qualification, it is preferred that actual demonstration of the task takes place. If there are current operational or maintenance activities that are not conducive to an actual demonstration, reschedule the evaluation. Rev 5 - 5/21/09 HLA

28 Evaluation Day (continued)
Follow the general evaluation flow described in the previous slides. It is important that documentation, in TRACCESS and hard copy, is properly completed and filed. Each location defines their filing process but must meet the retention requirements defined in the OQ Plan. Missing or incomplete documentation = not OQ qualified. It is recommended that you follow the general evaluation flow. It is extremely important that documentation is accurate and complete and that your local filing procedures are followed. Retention requirements are found in the OQ Plan. If the electronic and/or hard copy documentation is missing or incomplete the individual is considered not to be OQ qualified for that task. When someone performs a covered task without being OQ qualified it necessitates the task being done over or inspected and technically analyzed by an OQ qualified individual. Rev 5 - 5/21/09 HLA

29 Contractor OQ Considerations
Most contractor OQ qualifications are reported and documented in ISNetworld. There is a separate presentation available for viewing contractor qualifications in ISNetworld. Most contractor OQ qualification evaluations are done by an approved third party provider. There are only a few exceptions to this, such as contractors that are control room operators. BPXA Managers/Supervisors are accountable for ensuring contractors are OQ qualified when performing covered tasks on their pipeline facilities. Here are some considerations applicable to contractors. Almost all of the contractor OQ qualifications are reported and documented in ISNetworld and almost all contractor OQ qualification evaluations are done by third party providers such as NCCER, MEA, OQSG, TDW, and Clockspring. BPXA managers and supervisors are accountable for ensuring that contractors are OQ qualified when performing covered tasks at their facilities. Rev 5 - 5/21/09 HLA

30 Task Performers: How do I know if I’m performing a covered task?
Rule of Thumb: If an operations or maintenance task is performed within the DOT jurisdictional area on the pipeline it is extremely likely you are performing a covered task. To determine the DOT jurisdictional area of a pipeline look up the demarcation points described in the facility Operation, Maintenance, and Emergency Response (OMER) manual, and the facility Piping and Instrumentation Diagrams. These next 4 slides are an aid to help you determine if you are performing a covered task and what covered task it is. A rule of thumb is that if you are performing an operations or maintenance task within the DOT jurisdictional area on a pipeline or most anything attached to it, you are performing a covered task. To determine the DOT jurisdictional area of a pipeline look up the start and end points described in the facility Operation, Maintenance, and Emergency Response (OMER) manual, and the facility Piping and Instrumentation Diagrams. Rev 5 - 5/21/09 HLA

31 How do I know which covered task is being performed?
If it is a DOT Preventative Maintenance work order many will have text that defines covered task qualification requirements. If the equipment you are working on happens to be listed in Appendix B of the facility OMER you can look up, in CMMS, the PM work orders written for that tag Number. Many PM work orders with DOT in the title typically indicate there are covered tasks associated with it. If the equipment/component isn’t listed in the OMER Appendix B, you will need to look at Appendix A & B in the BPXA OQ Plan to determine which task matches the equipment. See example on the next slide. Many DOT Preventative Maintenance work orders define covered task qualification requirements in the work order text. At this time there is a different look to DOT work orders in GPB compared to ACT. Pipeline OMERs list major pieces of DOT jurisdictional equipment in Appendix B. That list is not a complete list of equipment or components that require OQ qualification. For those major pieces of equipment you can do a query in CMMS for all of the PM work orders written using that tag number. If DOT is part of the work order title it typically indicates that there is covered task information within the text. If the equipment or component is not listed in Appendix B of the OMER, you will need to refer to the OQ Plan Appendix A and B to determine which covered task matches the equipment you are working on. The next 2 slides will give an example of how you would use Appendix A and B. Rev 5 - 5/21/09 HLA

32 Example – Work on a 1” drain valve on a DOT jurisdictional pipeline
Assumptions: The valve does not show up in OMER Appendix B; it is within DOT jurisdiction; there is no PM for the valve. You know you are working on a valve therefore you will look for clues on the covered task list that indicate they are valve related. Use the guidance provided in earlier slides on how to access BPXA OQ Plan Appendix A & B. This example of a 1 inch drain valve on a DOT jurisdictional pipeline assumes that the valve does not show up in the OMER, that it is within DOT jurisdiction and there is no PM on the valve to look at. You’re working on a valve so you will look for clues on the covered task list that indicate that there are covered tasks related to a valve. Access Appendix A to review the list of covered tasks. Rev 5 - 5/21/09 HLA

33 Example – Work on a 1” drain valve on a DOT jurisdictional pipeline (continued)
Appendix A shows that: Task #19 relates to valve maintenance Task #20 relates to inspecting valves Task #21 relates to repairing valves. As you looked through the list of covered tasks you noticed that covered tasks 19, 20 and 21 relate to working on valves. There are tasks related to maintaining valves, inspecting valves and repairing valves. For this example, if you were lubricating the valve you will notice that it is specifically covered in sub-task That means that you must be OQ qualified in covered task 19 before you perform the valve lubrication. The subtasks help further define the scope of the task. For example, if you are lubricating a valve that subtask is 19.2, thus you must be qualified to covered task 19. Rev 5 - 5/21/09 HLA

34 Have questions about OQ tasks?
Contact Information Have questions about OQ tasks? GPB – GPB Compliance Coordinator ACT - Joni Johnson If you have questions related to OQ please contact the individuals listed here. Rev 5 - 5/21/09 HLA


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