Gerry LeeAPGA Security and Integrity

FoundationOQ Program Manager

417-766-2818glee@apga.org

APGA Security and Integrity Foundation

Interstate Municipal Gas Agency Annual MeetingApril 30, 2008

Springfield, Illinois

Outline of Presentation

Background

Outline of Presentation

Background

Summary of Work

Outline of Presentation

Background

Summary of Work Operator Qualification Distribution Integrity O & M Procedures Training

Outline of Presentation

Background

Summary of Work

Current Status

Outline of Presentation

Background

Summary of Work

Current Status

What’s Next

Background of SIF

Security and Integrity Foundation

Established in October 2004 by APGA

Security and Integrity Foundation

Established in October 2004 by APGA 501(c)(3) not-for-profit corporation

Security and Integrity Foundation

Established in October 2004 by APGA 501(c)(3) not-for-profit corporation Created to promote operational

integrity, safety and security

Security and Integrity Foundation

Established in October 2004 by APGA 501(c)(3) not-for-profit corporation Created to promote operational

integrity, safety and security Prevent, mitigate and repair damage

to its system

Security and Integrity Foundation

Established in October 2004 by APGA 501(c)(3) not-for-profit corporation Created to promote operational integrity,

safety and security Prevent, mitigate and repair damage to its

system Demonstrate compliance with regulatory

and industry standards

Security and Integrity Foundation

Established in October 2004 by APGA 501(c)(3) not-for-profit corporation Created to promote operational integrity, safety

and security Prevent, mitigate and repair damage to its system Demonstrate compliance with regulatory and

industry standards Focus on small natural gas operators, LP operators

and master meter operators

PHMSAAPGA

APGA Security and Integrity Foundation

StatePublicService

Commission

StateGas

Association

NAPSR

&

SIF Board of Directors NARUC

Don Mason, Ohio Terry Jarrett, Missouri

NAPSR Darin Burk, Illinois Bruno Carrera, New Mexico Leo Haynos, Kansas David Lykken, Washington Mark McCarver, Mississippi

APGA Leonard Phillips, Missouri Ben Andrews, Tennessee George Bronson, Kansas Steve Carter, Alabama Jim Crowley, Maryland Richard Worsinger, North Carolina

UtilitySure Tim Sullivan

Why focus on small gas utilities?

Meters Served by Munis

Municipal gas system by customer count

499

311

72 37 16 6 70

200

400

600

1000 5000 10000 20000 50000 100000 More

# of customers

# of

sys

tem

s

Meters Served by MunisNearly 90% deliver to < 5000

Municipal gas system by customer count

499

311

72 37 16 6 70

200

400

600

1000 5000 10000 20000 50000 100000 More

# of customers

# of

sys

tem

s

Employees

# of employees in Municipal Gas Systems

206

300

179

10373

22 18

050100150200250300350

2 5 10 20 50 100 More

# of employees

# o

f S

ys

tem

s

EmployeesOver 75% employ ≤ 10

people

# of employees in Municipal Gas Systems

206

300

179

10373

22 18

050100150200250300350

2 5 10 20 50 100 More

# of employees

# o

f S

ys

tem

s

Investor Owned UtilitiesSource: EIA form 176 - 2002 data

4237

1720

31

20

79

28

0

10

20

30

40

50

60

70

80

90

1000 5000 10000 20000 50000 100000 500000 More

Number of Customers

Num

ber

of co

mpan

ies

Summary of Work

SIF Summary of Work Phase 1

Identify B31Q Covered Tasks

SIF Summary of Work Phase 1

Identify B31Q Covered Tasks Phase 2

Assess Training and Evaluation Materials

SIF Summary of Work Phase 1

Identify B31Q Covered Tasks Phase 2

Assess Training and Evaluation Materials

Phase 3 Acquire/Develop/Modify Training and

Evaluation Materials

SIF Summary of Work Phase 1

Identify B31Q Covered Tasks Phase 2

Assess Training and Evaluation Materials Phase 3

Acquire/Develop/Modify Training and Evaluation Materials

Phase 4 Conduct Training and Evaluation

SIF Summary of Work – Phase 1Identify Covered B31Q Tasks

Focus group of regulators and operators

SIF Summary of Work – Phase 1Identify Covered B31Q Tasks

Focus group of regulators and operators

Identified B31Q covered tasks common to a majority of master meter, small natural gas and LP operators

SIF Summary of Work – Phase 1Identify Covered B31Q Tasks

Focus group of regulators and operators

Identified B31Q covered tasks common to a majority of master meter, small natural gas and LP operators

These covered tasks form the basis of the SIF operator qualification and training programs

SIF Summary of Work – Phase 2Assess Training and Evaluation

Materials

Subject Matter Expert (SME) team was formed

SIF Summary of Work – Phase 2Assess Training and Evaluation

Materials

Subject Matter Expert (SME) team was formed

Knowledge, Skills, Abilities and Abnormal Operating Conditions were identified for each covered task

SIF Summary of Work – Phase 2Assess Training and Evaluation

Materials

Subject Matter Expert (SME) team was formed

Knowledge, Skills, Abilities and Abnormal Operating Conditions were identified for each covered task

Criteria was developed for judging the adequacy of commercially available training and evaluation products

SIF Summary of Work – Phase 2Assess Training and Evaluation

Materials

Subject Matter Expert (SME) team was formed

Knowledge, Skills, Abilities and Abnormal Operating Conditions were identified for each covered task

Criteria was developed for judging the adequacy of commercially available training and evaluation products

Commercially available training/evaluation products were identified

SIF Summary of Work – Phase 3Acquire/Develop/Modify Training

and Evaluation Materials

Commercially available evaluation products were compared against the KSA’s and AOC’s

SIF Summary of Work – Phase 3Acquire/Develop/Modify Training

and Evaluation Materials

Commercially available evaluation products were compared against the KSA’s and AOC’s

Products had to address all the KSA’s and AOC’s and include both written tests and hands on evaluations

SIF Summary of Work – Phase 3Acquire/Develop/Modify Training

and Evaluation Materials

Commercially available evaluation products were compared against the KSA’s and AOC’s

Products had to address all the KSA’s and AOC’s and include both written tests and hands on evaluations

Acquire necessary licenses to use material

SIF Summary of Work – Phase 3Acquire/Develop/Modify Training

and Evaluation Materials

Commercially available evaluation products were compared against the KSA’s and AOC’s

Products had to address all the KSA’s and AOC’s and include both written tests and hands on evaluations

Acquire necessary licenses to use material Identify locations and potential qualifiers

to conduct SIF Training/Evaluations

SIF Summary of Work – Phase 3Acquire/Develop/Modify Training

and Evaluation Materials

Commercially available evaluation products were compared against the KSA’s and AOC’s

Products had to address all the KSA’s and AOC’s and include both written tests and hands on evaluations

Acquire necessary licenses to use material Identify locations and potential qualifiers to

conduct SIF Training/Evaluations Create a database of operators

Curriculum Agreements

Industrial Training Services HIT-KIT Midwest Energy Association Energy World Net EWebOQ

SIF Summary of Work – Phase 4Conduct Training and Evaluation

Qualify at least 1000 employees of small natural gas, LP and master meter operators

SIF Summary of Work – Phase 4Conduct Training and Evaluation

Qualify at least 1000 employees of small natural gas, LP and master meter operators

Set up sessions using SIF certified materials

Session Format

1 -3 Day Sessions Independent, Self-Contained Days Instructor Led Maximum Class Size = 15 Written Evaluations Hands On Ability Evaluations Registration Fees: $125 – 199/ day

SIF Covered Task Categories

Corrosion Control (5) Valves (3) Tapping and Stopping (2) Odorization (1) Leak Investigation (2) Damage Prevention (4) Purging (3)

SIF Specific Covered

Tasks Corrosion Control

Measure Structure-to-Electrolyte Potential Inspect Rectifier and Obtain Readings Visual Inspection for Atmospheric

Corrosion Visual Inspection of Buried Pipe and

Components when exposed Visual Inspection of Installed Pipe and

Components for Mechanical Damage

SIF Specific Covered

Tasks Valves

Manually Opening and Closing Valves Valve-Visual Inspection and Partial

Operation Valve – Preventative Maintenance

Purging Purging with Gas Purging with Air or Inert Gas Isolating, Abandoning and Deactivating

Pipeline Facilities

SIF Specific Covered

Tasks Tapping and Stopping

Tapping a Pipeline with a Built-in Cutter

Squeeze off Plastic Pipe

SIF Specific Covered

Tasks Odorization

Odorization-Periodic Sampling

Leak Investigation Inside Gas Leak Investigation Outside Gas Leak Investigation

SIF Specific Covered

Tasks Locating and Damage Prevention

Locate Underground Pipelines Install and Maintain Pipeline Markers Damage Prevention during Excavation

Activities by or on Behalf of the Operator Damage Prevention Inspection during

Third Party Excavation or Encroachment Activities as Determined Necessary by Operator

Current Status

Results of Sessions Scheduled

Sessions Began in September 2006 Over 50 sessions have been scheduled Workshops covering 13 states

Florida MississippiTennessee Rhode IslandNew Mexico ArkansasAlabama GeorgiaConnecticut MassachusettsMissouri IndianaIllinois

Task 4 of Cooperative Agreement #1

GOAL =

1000

Task 4 of Cooperative Agreement

GOAL = 1000

CURRENT STATUS =

1002

Future Sessions Additional States in the planning stage

Arizona Kansas Georgia Kentucky Colorado Oklahoma Texas

Great support from states Arkansas Florida Mississippi Rhode Island New Mexico Georgia

Indiana Alabama Illinois Tennessee Kansas Missouri

Partnerships with State Associations

Alabama Natural Gas Association Tennessee Association of Utility

Districts Missouri Public Utility Alliance Okaw Valley Gas Operator Association Georgia Municipal Association Municipal Gas Authority of Georgia Illinois Interstate Municipal Gas Agency

What’s Next?

PHMSA Cooperative Agreement #2

Identified the next set of covered tasks

PHMSA Cooperative Agreement #2

Identified the next set of covered tasks

28 new covered tasks

PHMSA Cooperative Agreement #2

Identified the next set of covered tasks

28 new covered tasks New Categories:

Regulating Devices Maintenance, Repair and Replacement Meter Sets Pressure Testing and Inspection

PHMSA Cooperative Agreement #2

Identified the next set of covered tasks

28 new covered tasks New Categories:

Regulating Devices Maintenance, Repair and Replacement Meter Sets Pressure Testing and Inspection

More emphasis on Training

PHMSA Cooperative Agreement #2

Identified the next set of covered tasks 28 new covered tasks New Categories:

Regulating Devices Maintenance, Repair and Replacement Meter Sets Pressure Testing and Inspection

More emphasis on Training Develop Model DIMP Plan

New Covered Tasks Corrosion Control

Install Cathodic Protection Electrical Devices

Odorization Odorization – Odorizer Inspection, Testing,

Preventive and Corrective Maintenance

Leak Investigation Walking Gas Leakage Survey

New Covered Tasks

Regulating Devices Spring loaded Pressure Regulating

Devices Pilot Operated Pressure Regulating

Devices Spring Loaded Pressure Limiting and

Relief Device Pilot Operated Pressure Limiting and

Relief Device

New Covered Tasks Meter Sets

Installation of Customer Meters and Regulators – Residential and Commercial

Installing Customer Meters – Large Commercial and Industrial

Installation and Maintaining Customer Pressure Regulating, Limiting and Relief Device – Large Commercial and Industrial

Temporary Isolation of Service Lines and Service Discontinuance

New Covered Tasks

Pressure Testing and Inspection Pressure Test – Non-Liquid Medium –

Test Pressure Less than 100 psi Pressure Test – Non- Liquid Medium –

Test Pressure Greater Than or Equal to 100 psi

Leak Test at Operating Pressure Visually Inspect Pipe and Components

Prior to Installation

New Covered Tasks

Maintenance, Repair and Replacement Installation of Steel Pipe in a Ditch Installation of Steel Pipe in a Bore Installation of Plastic Pipe in a Ditch Installation of Plastic Pipe in a Bore Installation of Plastic Pipe Plowing/Pull-In Installation of Plastic Pipe by

Plowing/Planting

New Covered Tasks

Maintenance, Repair and Replacement Install Tracer Wire Installation of Pipe Above Ground Above Ground Supports and Anchors –

Inspection, Preventive and Corrective Maintenance

Installation and Maintenance of Casing Spacers, Vents and Seals

New Covered Tasks

Maintenance, Repair and Replacement Backfilling Coating Application and Repair – Brushed

or Rolled External Coating Application and Repair –

Wrapped Install Mechanical Clamps and Sleeves -

Bolted

SIF Covered Task Categories Corrosion Control (6) Valves (3) Regulating Devices (4) Pressure Testing and Inspection (4) Maintenance, Repair and Replacement (14) Tapping and Stopping (2) Meter Sets (4) Odorization (2) Leak Investigation (3) Damage Prevention (4) Purging (3)

Integrity Management The Distribution Integrity

Management Rule will be proposed later this year

Integrity Management The Distribution Integrity

Management Rule will be proposed later this year

Small operators could be adversely affected

Integrity Management The Distribution Integrity

Management Rule will be proposed later this year

Small operators could be adversely affected

The SIF is developing a “Turbo-Tax” type software to walk operators through DIMP plan development

Integrity Management The Distribution Integrity

Management Rule will be proposed later this year

Small operators could be adversely affected

The SIF is developing a “Turbo-Tax” type software to walk operators through DIMP plan development

LIMP – TIMP – DIMP Now…..

Introducing SHRIMP! SSimple, HHandy, RRisk-based

IIntegrity MManagement PPlan

SHRIMP

Will be a valid approach to integrity management meeting all regulatory requirements – addressing all 7 program elements

SHRIMP Will be a valid approach to integrity

management meeting all regulatory requirements – addressing all 7 program elements

Will ask questions about system material of construction, inspection and repair history and produce a customized DIMP Plan based on the answers

PHMSA Cooperative Agreement #3

Continue OQ Training DIMP

PHMSA Cooperative Agreement #3

Continue OQ Training DIMP

Develop Operation & Maintenance Procedures

Operating and Maintenance Procedures

Many small systems do not have good O & M procedures

Operating and Maintenance Procedures

Many small systems do not have good O & M procedures

The SIF is writing step-by-step procedures for each task for which it offers training

Operating and Maintenance Procedures

Many small systems do not have good O & M procedures

The SIF is writing step-by-step procedures for each task for which it offers training

SIF-developed O & M procedures that will EXACTLY match the SIF training and OQ evaluation

Operating and Maintenance Procedures

Many small systems do not have good O & M procedures

The SIF is writing step-by-step procedures for each task for which it offers training

SIF-developed O & M procedures that will EXACTLY match the SIF training and OQ evaluation

We are working with the Georgia municipal operators and the Georgia Public Service Commission

Operating and Maintenance Procedures

Many small systems do not have good O & M procedures

The SIF is writing step-by-step procedures for each task for which it offers training

SIF-developed O & M procedures that will EXACTLY match the SIF training and OQ evaluation

We are working with the Georgia municipal operators and the Georgia Public Service Commission

Should be finished in 2008

Operating and Maintenance Procedures

Many small systems do not have good O & M procedures

The SIF is writing step-by-step procedures for each task for which it offers training

SIF-developed O & M procedures that will EXACTLY match the SIF training and OQ evaluation

We are working with the Georgia municipal operators and the Georgia Public Service Commission

Should be finished in 2008 Procedures will be readily available

Observations

Great support from PHMSA

Observations

Great support from PHMSA Awareness is improving

Observations

Great support from PHMSA Awareness is improving Still improving the process

Observations

Great support from PHMSA Awareness is improving Still improving the process Assembling a good cadre of

evaluators

Observations

Great support from PHMSA Awareness is improving Still improving the process Assembling a good cadre of

evaluators Curriculum is excellent

Observations

Great support from PHMSA Awareness is improving Still improving the process Assembling a good cadre of

evaluators Curriculum is excellent Session evaluations have been very

good

Model OQ Plan for Master Meter Operators

Simple

Model OQ Plan for Master Meter Operators

Simple

SIF Evaluation Focused

Model OQ Plan for Master Meter Operators

Simple

SIF Evaluation Focused

Accepted by State Program Managers

Future Activities

Cooperative Agreement #4

Future Activities

Cooperative Agreement #4 Expand Training

OQ Related Regulatory Compliance and Audit

Process

Future Activities

Cooperative Agreement #4 Expand Training

OQ Related Regulatory Compliance and Audit

Process Model O & M Plan

Future Activities w/IMGA

Multiple session scheduled for 2008-09

Sessions in Auburn and Pinckneyville

Full OQ Evaluation Sessions One Day Sessions for Convenience Registration Forms are available

Future Activities w/IMGA

Auburn LocationJune 24 Leak Investigation

August 12 Corrosion ControlOctober 7 Damage PreventionJanuary 27 Odorization/PurgingMarch 24 Tapping &

Stopping/Valve

Future Activities w/IMGA

Pinckneyville LocationJune 26 Leak Investigation

August 14 Corrosion ControlOctober 9 Damage PreventionJanuary 29 Odorization/PurgingMarch 26 Tapping &

Stopping/Valve

SIF Services

OQ

IMP O & M

Training

Questions?

glee@apga.org 417-766-2818 www.apgasif.org