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Pipeline Personnel Qualification ASME B31Q Update Presented by Jerry Schmitz, P.E. Southwest Gas Corporation B31Q Technical Committee Chair.

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Presentation on theme: "Pipeline Personnel Qualification ASME B31Q Update Presented by Jerry Schmitz, P.E. Southwest Gas Corporation B31Q Technical Committee Chair."— Presentation transcript:

1 Pipeline Personnel Qualification ASME B31Q Update Presented by Jerry Schmitz, P.E. Southwest Gas Corporation B31Q Technical Committee Chair

2 Historical Perspective 1999: PHMSA published Operator Qualification (OQ) rule 1999: PHMSA published Operator Qualification (OQ) rule 2002: NTSB labeled Operator Qualification as “unsatisfactory” 2002: NTSB labeled Operator Qualification as “unsatisfactory” 2003: PHMSA issued 13 areas they considered as gaps in the rule 2003: PHMSA issued 13 areas they considered as gaps in the rule 2003: Four public meetings held to address the 13 issues 2003: Four public meetings held to address the 13 issues 2003: ASME B31Q Project Team formed to develop a technically sound, holistic, consensus standard for the qualification of pipeline personnel 2003: ASME B31Q Project Team formed to develop a technically sound, holistic, consensus standard for the qualification of pipeline personnel 2005: PHMSA amended OQ rule to address training, on- the-job performance and reporting significant plan changes 2005: PHMSA amended OQ rule to address training, on- the-job performance and reporting significant plan changes 2006: ASME published the first edition of B31Q 2006: ASME published the first edition of B31Q

3 13 Implementation Issues Scope of OQ inspections Scope of OQ inspections Evaluation of knowledge, skills and abilities Evaluation of knowledge, skills and abilities Re-evaluation intervals Re-evaluation intervals Maintenance vs. New Construction Maintenance vs. New Construction Treatment of Emergency Response Treatment of Emergency Response Missing covered tasks (excavation) Missing covered tasks (excavation) Extent of documentation Extent of documentation Generic vs. task specific Abnormal Operating Conditions Generic vs. task specific Abnormal Operating Conditions Treatment of Training Treatment of Training Criteria for small operators Criteria for small operators Use of directing and observing Use of directing and observing Noteworthy practices Noteworthy practices Persons contributing to an accident Persons contributing to an accident

4 ASME B31Q American Society of Mechanical Engineers (ASME) selected as entity to help develop and house standard American Society of Mechanical Engineers (ASME) selected as entity to help develop and house standard ASME B31Q committee selected ASME B31Q committee selected –State and Federal Regulators –Operators from all segments of the industry –Contractor community –Industry Associations –Trade Associations –Vendors Started August 2003 and published 2006 Started August 2003 and published 2006

5 ASME B31Q

6 Underlying Principles of ASME B31Q Scope covers tasks that impact the safety or integrity of the pipeline Scope covers tasks that impact the safety or integrity of the pipeline Technically based Technically based Prescriptive and Performance options Prescriptive and Performance options –Performance options should have higher expectations on processes –Limited number of simple processes for each technical issue with freedom to develop operator’s own methods

7 Underlying Principles of ASME B31Q Clear – should be clear and concise Clear – should be clear and concise Durable – adequate for multiple cycles Durable – adequate for multiple cycles Complete – answers all known technical issues Complete – answers all known technical issues Sound – technically sound foundation Sound – technically sound foundation Use existing rule where practical Use existing rule where practical Not a regulatory document Not a regulatory document

8 Major Aspects of ASME B31Q Based on holistic approach to address OQ programs in full, not pieces Based on holistic approach to address OQ programs in full, not pieces Addresses 12 of PHMSA’s 13 implementation issues Addresses 12 of PHMSA’s 13 implementation issues Fourteen chapters in B31Q Fourteen chapters in B31Q –Prescriptive language –Performance language (equivalent options for all major requirements) Eight Non-mandatory Appendices Eight Non-mandatory Appendices –Integrated Task List

9 B31Q Standard Content Foreword Foreword Introduction Introduction Definitions Definitions References References Qualification Program Qualification Program Determining Covered Tasks Determining Covered Tasks Abnormal Operating Conditions Abnormal Operating Conditions Training Training Evaluation Evaluation Qualifications Qualifications Portability Portability Program Effectiveness Program Effectiveness Communicating the Qualification Program and Managing Changes Communicating the Qualification Program and Managing Changes Documentation Requirements Documentation Requirements Bibliography Bibliography

10 Non Mandatory Appendices Appendix 5A – Integrated Task List Appendix 5A – Integrated Task List Appendix 5B – Summary of Integrated Task List Appendix 5B – Summary of Integrated Task List Appendix 5C – Task List Development Process Appendix 5C – Task List Development Process Appendix 5D – Evaluation Criteria Appendix 5D – Evaluation Criteria

11 Non Mandatory Appendices Appendix 6A – Abnormal Operating Conditions (AOCs) Appendix 6A – Abnormal Operating Conditions (AOCs) Appendix 8A – Evaluation Method Selection Appendix 8A – Evaluation Method Selection Appendix 9A – DIF Analysis for Subsequent Qualification Intervals Appendix 9A – DIF Analysis for Subsequent Qualification Intervals Appendix 11A – Program Implementation and Effectiveness Appraisals Appendix 11A – Program Implementation and Effectiveness Appraisals

12 ASME B31Q Benefits Standardized task list Standardized task list Standardized requalification frequencies Standardized requalification frequencies Identifies key qualification components Identifies key qualification components Allows for portability Allows for portability Rationales are embedded in document Rationales are embedded in document Accepted by PHMSA Accepted by PHMSA

13 Overview of B31Q Committee Part of B31 Committee Part of B31 Committee History History –B31Q Project Team –B31Q Technical Committee Membership Membership –32 voting member positions –About 10 contributing members

14 Organization of Committee Chair Chair Vice-Chair Vice-Chair Secretary Secretary Teams (Sub-Committees) Teams (Sub-Committees) –Team 1: Technical Issues – Task Related –Team 2: Technical issues – Non Task Related –Team 3: Administrative Membership Diversity Membership Diversity –Hazardous Liquids- Federal Regulators –Gas Transmission- State Regulators –Gas Distribution- Contractors –Small Operators - Labor –Industry/Trade Assoc.- Vendors

15 Key Issues Being Addressed Work-in-progress from 2006 Standard Work-in-progress from 2006 Standard Editorial refinement Editorial refinement New tasks New tasks Other items Other items

16 Work-in-Progress from 2006 Standard Portability Portability Jobs vs. Tasks Jobs vs. Tasks Qualification exemptions Qualification exemptions New construction New construction

17 Editorial Refinement Program effectiveness Program effectiveness AOC list items AOC list items Scope and forward revisions Scope and forward revisions Typographical corrections Typographical corrections

18 New Covered Tasks Under Consideration Purging Purging Pigging Pigging Operations and maintenance of auxiliary equipment Operations and maintenance of auxiliary equipment –Dehydrators –Separators –Heaters –Coolers

19 Other Non Task Related Items Under Consideration New technology New technology Long-term degradation of physical abilities Long-term degradation of physical abilities

20 Ways to Participate Comments to secretary Comments to secretary Work through members Work through members Attend meetings Attend meetings Upcoming meetings Upcoming meetings –Nashville, October 20-21, 2009 –Albuquerque, March 2010 Web site: www.asme.org Web site: www.asme.orgwww.asme.org –Search on B31Q Committee

21 ANSI Process Technical Committee approval Technical Committee approval B31 Committee approval B31 Committee approval Public comments Public comments Publication of approved revisions Publication of approved revisions

22 Standards vs. Regulations Keeping Things in Perspective International standards International standards No jurisdictional bounds No jurisdictional bounds Regulators can adopt all or part of a standard Regulators can adopt all or part of a standard

23 PHMSA Perspective B31Q addresses the OQ non- compliance issues found to date. B31Q addresses the OQ non- compliance issues found to date. PHMSA has publicly stated –” If you meet ASME B31Q, you will meet the regulation.” PHMSA has publicly stated –” If you meet ASME B31Q, you will meet the regulation.”

24 Summary Value of current standard Value of current standard More work to be done More work to be done Your participation is welcome Your participation is welcome Using the standard now and in the future Using the standard now and in the future

25 Questions


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