43
Oil & Gas Qualifications Centre Support Day
Aberdeen Exhibition & Conference Centre
Wednesday 5 March 2008
9.30-10.00 Registration and coffee
10.00-10.15 Introduction and welcome (Drew)
10.15-11.00 Oil & Gas Project Team (David & Drew)
11.00-11.20 Break
11.20-12.30 Standardisation (Ron)
12.30-1.30 Lunch
1.30-2.30 Evidence portfolio workshop (Gareth & Ron)
2.30-3.00 Feedback (Gareth & Ron)
3.00-3.30 Plenary (All)
Agenda
David AdcockSQA Oil & Gas Business
Development Project Manager
David Adcock
Business Development Project Manager
SQA Oil & Gas
Workforce Competence
Building Capacity; Assuring Capability
The Role of SQA Oil & Gas
SQA Oil & Gas: The Team
David Adcock
Drew McNeice
Diane Anderson
Alison Spice
Hamish Brad
Gareth Cooke
Ron Gray
SQA’s Oil & Gas strategic objective
To develop and maintain an internationally recognised framework of competence
requirements and accredited qualifications together with quality assured services to support
the business needs of the oil and gas sector.
Oil & Gas industry challenges/needs
In relation to workforce development:
Higher level of technology skills
Upskilling within the sector
Succession planning – retirements/promotions
Improve retention
Increase recruitment
Safety critical environment
Improve the perception of the industry
How can SQA support these needs?
Accredits Qualifications
Approves education and training centres Qualification development Provides qualification support Assists with the assessment process Quality Assurance and Control Certificates candidates
Consultancy Services CPD activities Project Management
Key drivers
SQA supporting Government strategy National Skills Development Agenda’s Industry requirements Occupational Standards of Competence Internationalisation Benchmarking against SCQF Partnership working SQA products and services
Partnerships
Scottish Government Sector Skills Councils Standards Setting Bodies Industry Industry associations and forums SQA approved centres and training providers
SQA products and servicesSupporting competence development
Competence and qualification framework Client certification matching tool E-competence: energy — candidate portfolio Supporting materials for Assessors/Verifiers E-assessments Supporting materials for candidates Qualification registration and certification Supporting the assessment process Qualification support networks
Competence and qualification framework
Covers all relevant vocational areas:
Occupational standards
Individual Units and Group Awards (NPA, NQ, PDA, HNC/D, SVQ, IVA and Customised Awards)
Basic level to full competence
Mapped to SCQF levels
Rigorously quality assured
Electronically supported
Linked to certification matching tool
Framework in practice
Comprehensive coverage of relevant occupational standards
Easily accessible
Adaptable to company needs
Flexible qualification tariff
National/International recognition
Client competence certification matching tool
Linked to qualification framework
Basic input data — job competencies needed
Electronically searches framework for matches
Stores results for new qualification
Automatic levelling on SCQF benchmark
e-competence: energy screen
Importance of working with the industry and SQA centres
Help us to help you
Let us know your needs
Work in partnership with us
Summarising
Drew McNeiceSQA Oil & Gas Business
Development Project Officer
SVQs who does what
Awarding bodies undertake:
the approval of centres
the production of SVQ specific guidance material
external verification
certification of candidates
the preparation of a submission to the accrediting body for approval of each individual SVQ
Standard-setting bodies are funded through a UK mechanism to set:
national occupational standards
structures for SVQs
assessment strategies
Accrediting body accredits:
awarding bodies to offer specific SVQ arrangements against specified criteria and annually audits them to ensure consistency
the specific SVQ arrangements in relation to assessment, quality assurance,verification, marketing and support
How does an SVQ become an SVQ
All SVQs are based on National Occupational Standards (NOS) Sector Skills Councils (SSCs) are responsible for producing NOS for their
sector SSCs submit a request to develop standards to NOS Board The development programme of NOS, Qualification Structure and
assessment strategy presented to UK Co-ordinating Group Awarding bodies prepare submission against Criteria for SVQs
Criteria for SVQs
Awarding body quality assurance arrangements Assessment methodology Assessment guidance material Marketing information Submission made to:
— SQA accreditation unit— Accreditation Co-ordination group (ACG)
Any questions?
Ron Gray SQA Oil & Gas External Verifier
Process Operations: Hydrocarbons SVQ
Overview of assessment requirements for
Process Operations: Hydrocarbons
SVQ level 3
Unit No Unit Titles
Le
vel 3
Le
vel 3
C
RO
C2 Monitor And Maintain Health, Environment And Safety Systems
X X
C5 Control Emergencies And Critical Situations X X
C7 Create, Maintain And Enhance Productive Working Relationships
X X
PT3.1 Prepare And Start Up Integrated Process Systems*
X
PT3.2 Operate And Monitor Integrated Process Systems X
PT3.3 Prepare And Shut Down Integrated Process Systems*
X
PT3.4 Isolate And Reinstate Process Plant And Equipment
X
PTC3.1 Prepare Integrated Process Systems For Remote Control Operation
X
PTC3.2 Remotely Control Integrated Process Systems X
PTC3.3 Prepare And Shut Down Remote Integrated Process Systems*
X
PTC3.4 Facilitate The Maintenance Of Process Plant And Equipment
X
Process Operations: Hydrocarbons SVQ Candidates for the level 3 must
prove generic competence by achieving all non-technical units (C2, C5 and C7)
prove technical competence by achieving the 4 technical units:
Level 3 (Outside Technician) PT3.1, PT3.2, PT3.3 and PT3.4
Level 3 (Control Room) PTC3.1, PTC3.2, PTC3.3 and PTC3.4
Process Operations: Hydrocarbons SVQ
Technical Units must be achieved by satisfying the requirements of four out of seven scope items. To ensure the requisite amount of competence in working with Hydrocarbons candidates must demonstrate their competence in at least two of the following three scope items:
2 (Oil Storage/Discharge Process) 3 (Gas Process)
4 (Oil & Gas Process and Export)
ID Scope No of
processes No. to be assessed
Performance Evidence (inc. Knowledge)
Knowledge Evidence Only
1 Wells 2 2 1 1
2 Oil Storage/Discharge Process
2 2 1 1
3 Gas Process 7 4 1 3
4 Oil/Gas Process and Export
6 4 1 3
5 Water Injection 3 3 1 2
6 Metering 3 2 1 1
7 Utilities 13 7 2 5
ID System (Scope) Ref. Process
1 Wells 1.1 Operating Wells 1.2 Managing Well Integrity
2 Oil Storage/Discharge Process 2.1 Discharging to Tankers
2.2 Managing Storage Tanks 3 Gas Process
3.1 Compressing Hydrocarbon Gas 3.2 Dehydrating Gas 3.3 Fractionating Gas 3.4 Providing Fuel Gas 3.5 Recovering NGL. 3.6 Removing Gaseous Impurities (CO2, H2S)
3.7 Separating Liquids from Incoming Gas 4 Oil/Gas Process and Export
4.1 Disposing of Produced Water 4.2 Operating Drain and Vent System 4.3 Pipeline Pigging Operations 4.4 Producing Stabilised Hydrocarbon Fluid 4.5 Separating Well Products
4.6 Export 5 Water Injection
5.1 De-aerating Water 5.2 Filtering Water
5.3 Injecting Water 6 Metering
6.1 Metering Condensate and Oil to Fiscal Standards 6.2 Metering Gas to Fiscal Standards
6.3 Allocation Metering 7 Utilities
7.1 Disposing of Waste Water 7.2 Generating Electrical Power 7.3 Generating Nitrogen 7.4 Operating Chemical Injection 7.5 Operating Gas Turbines, Steam Turbines & Diesel
Prime Movers 7.6 Providing Chlorine 7.7 Providing Diesel 7.8 Providing Heat (Hot Oil and /or Hot Water) 7.9 Providing Heating, Ventilation and Air Conditioning
(HVAC) 7.10 Providing Instrument and Service Air 7.11 Providing Steam 7.12 Providing Water
7.13 Testing Fire and Gas and ESD Systems
ID Scope No of
processes No. to be assessed
Performance Evidence (inc. Knowledge)
Knowledge Evidence Only
1 Wells 2 2 1 1
2 Oil Storage/Discharge Process
2 2 1 1
3 Gas Process 7 4 1 3
4 Oil/Gas Process and Export
6 4 1 3
5 Water Injection 3 3 1 2
6 Metering 3 2 1 1
7 Utilities 13 7 2 5
Process Engineering Maintenance SVQ
Experienced technician An ‘experienced practitioner candidate’ would:
— typically be a maintenance technician who has been employed for a minimum of three years in their current location/organisation
— have access to maintenance history records to use as evidence
Process Engineering Maintenance SVQ
Trainee or less experienced technician Trainee technician who has completed a college course and is now working
as a trainee technician on a two-year work placement A relatively inexperienced technician who has come from another industry
and is new to the oil and gas extraction industry An inexperienced technician who is new to the installation/plant and has no
historical evidence or record as such with his current employer A technician who has been involved in construction and commissioning
work with very little exposure to carrying out complex maintenance activities
Process Engineering Maintenance SVQExperienced Practitioner
Evidence requirements that assessors should look forAccredited prior learning and proven knowledge and skills as evidence of his competence in the form of:
detailed CV incorporating areas of experience with appropriate dates and locations
copies of apprentice papers (indentures or similar) copies of formal qualifications (relevant NC/HNC/HND/City & Guilds etc) details of relevant training courses, preferably with a competence-assessed
outcome — vendor training/specialist maintenance techniques/specific training
required to comply with industry guidance or regulatory requirements other relevant in-house technical skills and aptitudes and/or qualifications
that would also provide evidence to be assessed
Process Engineering Maintenance SVQExperienced Practitioner
A more holistic approach to assessments thereby effectively reducing the number of assessment observation occasions Provide evidence for each Unit from at least one maintenance task/activity. This would inevitably require evidence to be collected from two or three different tasks
over a period of time to ensure that all Units were covered
Evidence from one complex task would likely cover several Units, eg: Evidence of jobs including work permits, risk assessments, job cards/work orders,
handover notes, written reports, logs, etc A brief front sheet for each job containing a bullet point outline of the task Signature on front sheet from candidate confirming that it is his own work and all
evidence was generated by himself Signature on front sheet from candidate’s team leader/supervisor or assessor
confirming authenticity of his evidence and that the work was carried out satisfactorily
Process Engineering Maintenance SVQ Experienced Practitioner
Further supporting evidence Candidates could also provide their assessors with a detailed
report/checklist on the different types of equipment and systems that they have experience of carrying out maintenance activities on
Assessors can then if necessary access maintenance records to confirm that candidates have sufficient and appropriate maintenance experience across a range of equipment
An example checklist format that could be used to record the range of different equipment that maintenance work has been carried out on
Trainee or less experienced technician
It would be expected that the evidence would consist of the following: Sufficient ‘Job packs’ covering each technical Unit to satisfy assessor that
competence is demonstrated. (Notionally 3) Job packs should incorporate appropriate detailed observation/activity reports and
supporting documents. One job pack could cover several Units depending on the type and range of maintenance activity carried out.
A checklist of other equipment and systems that the candidate claims he has experience of carrying out maintenance activities on over his two-year work placement.
Copies of maintenance and training records to support candidate’s claims. Copies of any other relevant skills and aptitudes and/or qualifications that the
candidate has would also be useful. Witness testimonies to support candidate’s claims. (These would be used to support
maintenance and training records if the assessor deemed that these were insufficient on their own.)
Standardisation
The challenges we face in complying with awarding body requirement for standardisation can be summarised as follows: Onshore standardisation meetings are a logistical challenge due to:
— Remote work locations of assessors and verifiers— Offshore assessors/verifiers live in areas spread across the
UK and further Offshore standardisation meetings difficult with assessors working
on different installations
Standardisation
Options to consider: Assessors/Verifiers on the same installation (site) hold regular meetings
and record minutes (Frequency dictated by assessment activity levels) SQA Co-ordinators are copied on minutes which are then distributed to
assessor/verifiers on other installations (sites) SQA Co-ordinators copy all assessor/verifiers on any SQA/OPITO
information or guidance received Assessors/Verifiers formally record receipt of any information sent from
SQA Co-ordinator
Continuing Professional Development
Similar challenges in complying with requirement for Assessors/Verifiers to maintain CPD. Similar options to standardisation apply such as:
SQA Co-ordinators copy all assessor/verifiers on any SQA/OPITO information or guidance received
Assessors/Verifiers formally record receipt of any information sent from SQA Co-ordinator
Attend any SQA workshops or events similar to this one Attend any Assessor/Verifier refresher training offered by the centre or
other bodies Demonstrate awareness of new standards, guidance, etc by reading
material posted on appropriate web sites such as SQA and OPITO
Gareth CookeSQA Oil & Gas
Senior External Verifier
Portfolio evidence workshop All comments are genuine. Honest!! Documents relate to the Deck Operations SVQ and comprise:
— Assessment Plan— Assessment Logbook for one Unit— Index of Evidence referred to
Knowledge evidence record
From the perspective of the Candidate, Assessor and Verifier please review:
— the suitability of the Unit
— the comments made
— any quality issues
Please be ready to feedback your comments
