Assessment Guidelines For Processing Operations Hydrocarbons

SKILLS FOR OIL AND GAS
ASSESSMENT GUIDELINES FOR OPITO

GLOBAL
VOCATIONAL QUALIFICATIONS FOR
PROCESSING OPERATIONS:
HYDROCARBONS
VERSION 1: JUNE 2014
OPITO Global Assessment Guidelines

Global Vocational Qualifications - Processing Operations:
Hydrocarbons
VERSION CONTROL
Version 1
AMENDMENT & DATE
June 2014
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Any amendments to the Assessment Guidelines made by OPITO will be recorded above.
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Contents
Section 1 - Introduction.....................................................................4
The Purpose of this Guide...............................................................4
OPITO Framework of Global Oil and Gas Technical Standards and
Qualifications................................................................................. 4
Section 2 Occupational Standards and Vocational Qualification.........6
Purpose and Structure of Occupational Standards............................6
Target Group for Occupational Standards for Processing Operations. 6
English Language Skills..................................................................6
Occupational Standards for Processing Operations: Hydrocarbons at
Oil and Gas Level 3.........................................................................7
OPITO Global Vocational Qualification Level 3: Processing Operations
(Hydrocarbons)..............................................................................8
Section 3 Assessment Principles......................................................9
Who is involved.............................................................................. 9
Assessment Methods....................................................................11
Assessment Process.....................................................................16
Section 4 Further Guidance...........................................................17
Section 5 Example Occupational Standard......................................18
Section 6 Coverage of Occupational Standards...............................22
Section 7 Example Assessment Forms............................................28
Example Assessment Plan.............................................................28
Example Observation Record.........................................................30
Example Assessment Report..........................................................32
Section 8 - Blank Forms...................................................................39
Assessment Plan..........................................................................39
Unit Achievement Record..............................................................40
Index of Evidence.........................................................................41
Witness Testimony........................................................................43
Question Record...........................................................................44
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Section 1 - Introduction
The Purpose of this Guide
These Assessment Guidelines are intended to provide specific and practical examples
of how to assess Candidates who are completing OPITO Global Occupational Standards
which form part of OPITOs Global Vocational Qualifications for Processing Operations:
Hydrocarbons. The Guidelines should be read in conjunction with The OPITO Oil and
Gas Industry Competence Assessment and Verification Guidelines. It is also
important to take into consideration any guidance or assessment requirements
specified within any Occupational Standards. Occupational Standards are often
referred to as Units of Competence or simply as Standards.
OPITO Framework of Global Oil and Gas Technical Standards

and Qualifications
The OPITO Framework of Global Oil and Gas Technical Standards and Qualifications
comprises:
Training Standards which set benchmarks for the assessment of skills and knowledge
and this provides a foundation for building the skills required to work in the oil and gas
industry
Occupational Standards which define the expected level of performance, knowledge,

understanding and behaviour an individual must achieve when carrying out job
roles/functions in the workplace
Global Certificates and Qualifications which have been developed in conjunction

with our awarding body partner SQA and which will have global recognition.
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The OPITO Framework of Global Oil and Gas Technical Standards and Qualifications was
designed in partnership with industry and covers 6 levels which reflect the range of
skills and increasing levels of complexity and risk associated with job roles in the
industry.
Oil and Gas Level

5
OIM
Oil and Gas Level

4
Process Superintendent
Oil and Gas Level

3
Process Technician, Control Room

Operator
Oil and Gas Level

2
Process Operator (routine

operations)
Oil and Gas Level

1
Entry level employment/apprentice
Oil and Gas

Foundation
Trainee at basic skills level
A typical progression route through the OPITO Framework of Global Oil and Gas
Technical Standards and Qualifications is illustrated below.
These Assessment Guidelines focus specifically on Global Vocational Qualifications.

Global Vocational Qualifications provide organisations with the opportunity to
benchmark the skills of their employees and for individuals they provide a qualification
which will be recognised globally.
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Section 2 Occupational Standards and Vocational

Qualification
Purpose and Structure of Occupational Standards
Occupational Standards define the expected level of performance, knowledge,
understanding and behaviour an individual must demonstrate when carrying out job
roles/functions in the workplace. An Occupational Standard is generally made up of
Outcomes, Performance Criteria, Scope, Knowledge and Assessment Guidance.
Outcomes describe the skills that need to be demonstrated in the workplace in order
to ensure competent performance.
The level of performance required is detailed in statements referred to as
Performance Criteria.
The Knowledge section defines what the Candidate must know and understand in
order to complete the skills being assessed. The knowledge is what is considered
essential and not what is nice to have.
The Scope section defines the range of activities that must be assessed, and the
equipment that must be used, in order to achieve the Outcomes and Performance
Criteria.
Assessment Guidance provides examples of how evidence of competence may be
generated. The Evidence Requirements define the type and quantity of evidence
that must be provided.
A typical Process Operations: Hydrocarbons Occupational Standard is shown in Section
5.
Target Group for Occupational Standards for Processing

Operations
The Occupational Standards in Processing Operations: Hydrocarbons at Oil and Gas
Level 3 describe what a Process or Production Technician in the oil and gas processing
industry needs to do in order to be deemed competent for the job role.
Individuals can be assessed as competent in individual Processing Standards. There
are currently 28 individual Processing Standards against which competence can be
assessed.
The Standards selected by individuals will reflect the plant, equipment and processes in
the processing facility, installation or terminal in which they work.
English Language Skills

Individuals will be able to express and understand complex information and talk fluently
on topics within their area(s) of specialism. They should be able to participate
effectively in meetings and easily exchange information and ideas with others.
Individuals will be able to produce clear and detailed text, summarise key points from a
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longer document and explain a topic including advantages and disadvantages of

various options. Individuals will be able to read fluently, write quickly and take notes.
This level of English corresponds to the following International Frameworks - CEFR C1,
IELTS 5.5 6.0,
ToEFL : c 50 - 70
Occupational Standards for Processing Operations:

Hydrocarbons at Oil and Gas Level 3
The Occupational Standards have been developed by practitioners from a wide range of
offshore and onshore processing facilities and cover a range of processing operations.
Wells
Operate an Oil and Gas Process (Wellheads)

Operate an Oil and Gas Process (Well Integrity)
Oil /Gas Storage/Discharge Processes

Operate
Operate
Operate
Operate
an
an
an
an
Oil
Oil
Oil
Oil
and
and
and
and
Gas Processing
Operate
Operate
Operate
Operate
Operate
an
an
an
an
an
Oil
Oil
Oil
Oil
Oil
and
and
and
and
and
Gas
Gas
Gas
Gas
Process
Process
Process
Process
(Tanker Loading - Oil)

(Storage Tank - Oil)
(Tanker Loading - Liquefied Gas)
(Storage Tank - Liquefied Gas)?
Gas
Gas
Gas
Gas
Gas
Process
Process
Process
Process
Process
(Gas Compression)
(Gas Fractionation)
(NGL Systems)
(Gas Treatment)
(Gas and Liquid Inlet Facilities)
Oil/Gas Process and Export

Operate
Operate
Operate
Operate
Operate
an
an
an
an
an
Oil
Oil
Oil
Oil
Oil
and
and
and
and
and
Gas
Gas
Gas
Gas
Gas
Process
Process
Process
Process
Process
(Produced Water Treatment)

(Vent and Flare System)
(Pigging and Sphering Operations)
(Crude Oil Stabilisation)
(Well Products Separation)
Water Injection
Operate an Oil and Gas Process (Water Injection)
Metering
Operate an Oil and Gas Process (Metering Systems)
Utilities
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
an
an
an
an
an
an
an
an
an
an
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
and
and
and
and
and
and
and
and
and
and
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Process
Process
Process
Process
Process
Process
Process
Process
Process
Process
(Drain Systems)
(Nitrogen Generation)
(Chemical Injection)
(Fuel Gas Supply)
(Diesel Supply)
(Heating Medium Supply)
(Heating, Ventilation and Air Conditioning)
(Instrument and Service Air Supply)
(Water Systems)
(Hydraulics)
More details of the coverage for each Occupational Standards are included in Section 6.
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OPITO Global Vocational Qualification Level 3: Processing

Operations (Hydrocarbons)
The OPITO Global Vocational Qualification L3: Processing Operations
(Hydrocarbons) is jointly awarded by OPITO and SQA and successful Candidates who
complete the relevant Occupational Standards will be issued with a joint OPITO/SQA
Vocational Qualification certificate.
This Vocational Qualification is at Oil and Gas Level 3. This is broadly comparable to
qualifications at SVQ/NVQ level 3, HNC, SCQF 6/7, QCF 3/4 and EQF 4/5.
To achieve the OPITO Global Vocational Qualification L3: Processing Operations
(Hydrocarbons) the Candidate needs to complete eight Standards to gain the
qualification with five Standards to be taken from Group A and a further three
Standards to be completed from either Group A or B.
Group A
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
an
an
an
an
an
an
an
an
an
an
an
an
an
an
Group B
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
Operate
an
an
an
an
an
an
an
an
an
an
an
an
an
an
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
and
and
and
and
and
and
and
and
and
and
and
and
and
and
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Process
Process
Process
Process
Process
Process
Process
Process
Process
Process
Process
Process
Process
Process
(Tanker Loading - Oil)

(Storage Tank - Oil)
(Tanker Loading - Liquefied Gas)
(Storage Tank - Liquefied Gas)
(Gas Compression)
(Gas Fractionation)
(NGL Systems)
(Gas Treatment)
(Gas and Liquid Inlet Facilities)
(Produced Water Treatment)
(Vent and Flare System)
(Pigging and Sphering Operations)
(Crude Oil Stabilisation)
(Well Products Separation)
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
Oil
and
and
and
and
and
and
and
and
and
and
and
and
and
and
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Gas
Process
Process
Process
Process
Process
Process
Process
Process
Process
Process
Process
Process
Process
Process
(Wellheads)
(Well Integrity)
(Water Injection)
(Metering Systems)
(Drain Systems)
(Heating Medium Supply)
(Fuel Gas Supply)
(Diesel Supply)
(Heating, Ventilation and Air Conditioning)
(Instrument and Service Air Supply)
(Water Systems)
(Hydraulics)
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Section 3 Assessment Principles

This section provides guidance on how to assess Candidates against the Occupational
Standards defined in the Vocational Qualifications. The guidance is founded on industry
best practice that is embedded into The OPITO Oil and Gas Industry Competence
Assessment and Verification Guidelines.
Who is involved
Candidate:
the individual or employee who wishes to be assessed as

competent against Occupational Standards for business and/or
personal development purposes
Assessor:
the qualified* individual who carries out assessments and who

makes an judgement on the competence of the Candidate
Internal Verifier:
the qualified* individual who ensures that all Assessors

consistently assess all Candidates and that assessments are
valid, reliable, equitable and fair
OPITO Auditor
Auditors will ensure that the Occupational Standards are being

assessed consistently throughout the network of Approved
Centres
Candidate collects
evidence to demonstrate
competence
Assessor assesses evidence
and makes judgement on
competence of Candidate
Internal Verifier ensures
quality and consistency of
assessment process
OPITO audits assessment
and quality assurance
processes across all
Approved Centres
*The requirements for Assessors and Internal Verifiers are defined in The OPITO Oil
and Gas Industry Competence Assessment and Verification Guidelines.
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A collaborative relationship between the Candidate and Assessor is the key to an

effective assessment process. Assessment is a staged process and the Assessor and
Candidate have clear roles and responsibilities in order to ensure a successful outcome.
The Assessors role is to:
ensure those directly affected or contributing to the assessment process are informed
ensure the Candidate understands what is to be assessed, where and when it is to be
assessed and how it is to be assessed (assessment planning)
ensure the plant and equipment and any materials required for the assessment are safe
and available
advise the Candidate on how to identify and gather evidence this will be documented
in an Assessment Plan
observe the Candidate carrying out the tasks specified in the Occupational Standards in
normal workplace conditions and record the observations
assess products of the Candidates own work e.g. job reports
question the Candidate to assess knowledge and understanding
advise the Candidates to how to present evidence
ensure that the evidence is authentic and the work of the Candidate
judge the Candidates evidence, ensuring assessment methods are valid, reliable,
equitable and fair
record the sources of evidence and assessment decisions
identify any gaps in the Candidates competence and suggest ways of gathering
additional evidence
provide the Candidate with feedback on the assessment decisions.
The Candidates role is to:
prepare for assessment - ensure that the requirements of the Occupational

Standard(s) and the individuals responsibilities within the assessment process are
clearly understood
participate in assessment planning with the allocated Assessor
gather and provide authentic evidence of work carried out
agree with the Assessor suitable opportunities for the observation of performance in
the workplace
answer questions and demonstrate knowledge and understanding to the Assessor
maintain a portfolio of evidence
receive and act on feedback from the Assessor.
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10
Assessment Methods
Principles of Assessment
The Occupational Standards have been developed by OPITO in conjunction with
industry, discipline practitioners and other interested parties. The Vocational
Qualifications have been designed so that operational, safety and behavioural skills can
be assessed in the workplace where competence is best judged. The Occupational
Standards cannot be assessed by simulation
The majority of the evidence used to assess competence should be naturally occurring
and generated from the Candidates normal place of work whilst carrying out normal
duties. This approach ensures that:
the assessment reflects normal working requirements and conditions
the Candidate is familiar with the process, plant and equipment
documentary evidence such as job reports can be naturally generated as the work is
carried out.
The assessment process must take place over a minimum of a 3 month period to
ensure that consistency of performance can be judged.
Methods of Assessment
The methods of assessment used should be valid, reliable and equitable and fair:
valid means that the assessment method should be appropriate to the Occupational
Standards and the tasks that are being carried out
reliable means that the assessment method applied should ensure consistency in
the results when used with different Candidates, different Assessors, different
assessment sites and different working environments
equitable means that assessment is accessible to all Candidates who have the
potential to be successful in it
fair means that assessments have been objectively and consistently applied,
ensuring all Candidates have equal opportunities to succeed.
Assessment of competence involves a range of assessment methods to ensure

effective cover of all the Outcomes, Performance Criteria, Knowledge and Scope
statements for each Occupational Standard.
The assessment approaches and evidence requirements are clearly stated for each
Occupational Standard. Typical statements taken from the Occupational Standard
relating to Operate an Oil and Gas Process (Wellheads) are shown on the next
page.
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11
Assessment
Assessment
approaches
Assessment Guidance
This Occupational Standard cannot be assessed by simulation.
The main means of assessment should be observation by
competent Assessors while Candidates perform tasks in the
workplace.
Safe working practices and effective working relationships should
form part of assessment checklists when assessing Candidates
performance.
Observation should be supported by questioning to ensure that
Candidates have the required knowledge and understanding.
Product evidence (e.g. workplace documents and job records) can
be used to provide evidence of work carried out this could include
work already completed.
Additional supporting evidence could include witness testimony
from individuals who can provide informed feedback on the
performance of Candidates.
Assessments should reflect normal work activities, wherever
possible.
Assessments can be integrated across the Outcomes and
(Refer to OPITO Oil and Gas Competence Assessment and
Verification Guidelines and OPITO Assessment Guidelines for
Global Vocational Qualifications Processing Operations:
Hydrocarbons for more guidance.)
Evidence
requirement
s
Assessments should include (but not limited to):

an observation for each of Outcomes 1, 2 and 3 - the observations
should include safe working systems (Outcome 5 and Scope 2) and
working relationships (Scope 3).
evidence that all the required types of isolations and reinstatements
have been successfully carried out (this could involve observations
and/or a review of job paperwork)
evidence that the process has been operated on a minimum of 3
times over a time period of a minimum of 3 months
record of questioning.
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12
Observation
The bulk of the evidence of a Candidates competence should be generated by an
Assessor observing the Candidate in the workplace carrying out normal work activities.
The use of a simulated work place or simulated assessments is not allowed.
A minimum of 3 observations must be carried out one for each for the following
stages in the process (observations can be carried out independently or integrated
where relevant):
start up the process (Outcome 1)
monitor the process (Outcome 2)
shut down the process (Outcome 3).
The observations should include safe working systems (Outcome 5 and Scope 2) and
working relationships (Scope 3). Additional observations may be carried out to assess
the Candidate carrying out isolation and reinstatement operations (Outcome 4)
although this may also be assessed through a review of job reports.
Observations must be carried out by a qualified Assessor and a record must be retained
of what has been observed and how this relates to the Occupational Standard. An
example of an observation record is included in Section 7 and a blank observation
record is included in Section 8.
When observing a Candidate carrying out an assessment task for one Occupational
Standard it will often be necessary for the Candidate to integrate this with other plant,
equipment or utilities. This will certainly occur during the start-up and shutdown of
plant and equipment. The Assessor should use these opportunities to integrate
assessments and observe the Candidate performing the tasks across a number of
Occupational Standards.
There may be situations where it is difficult for the Assessor to be present when a
Candidate is carrying out the required assessment tasks, for example, due to shift or
rotational patterns, logistical issues or where tasks are not performed frequently. In
some circumstances, therefore, it may be necessary to use an Expert Witness to carry
out an observation. This can only be done for a maximum of one observation for each
Candidate. Guidance on use of Expert Witnesses is included within The OPITO Oil
and Gas Industry Competence Assessment and Verification Guidelines. It is
recommended that the use of an Expert Witness is discussed with the OPITO Auditor.
Product Evidence
Workplace records that the Candidate produces in the course of their work can be used
to provide supporting product evidence of the Candidates competence. Examples of
this include job records, risk assessments, isolation certificates, work procedures and
handover notes.
Product evidence of work carried out could include work already completed. For
example, Candidates are required to provide evidence that all the required types of
isolations and reinstatements have been successfully carried out. This could include
job records which provide evidence of isolations carried out by the Candidate over the
previous 3 to 6 months.
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13
Knowledge and understanding

Assessment of knowledge and understanding will typically cover knowledge of facts
and procedures, understanding of principles and concepts and application of principles
and procedures.
Questions can be used to:
confirm that Candidates know why they are doing something and what actions need
to be taken if changes occur what if
confirm that the evidence collected by Candidates is valid and authentic
fill gaps in evidence where Candidates have not been able to demonstrate specific
skills as they did not occur when they were being observed
establish if the Candidates have relevant knowledge/experience to deal with non

standard or contingency situations - Candidates will have to explain what to do in a
given working situation and how to do it .
Each Occupational Standard defines the knowledge and understanding that the
Candidate must demonstrate. Although a good proportion of this knowledge and
understanding can be inferred during the assessment of performance during normal
work activities, it is inevitable that additional questioning will need to take place in
order to test the depth and breadth of knowledge and understanding which cannot be
inferred from observation of performance, for example the internal configuration of
plant and equipment, chemical reactions taking place and the composition and physical
properties of process fluids.
Some of the knowledge requirements refer to underpinning process operations
principles and are common across all of the Processing Operations: Hydrocarbons
Occupational Standards as outlined on the next page. This knowledge only has to be
assessed on one occasion. Other knowledge requirements will be specific to the
process and/or site. This is illustrated in the extract from the Occupational Standard
relating to Operate an Oil and Gas Process (Wellheads) on the next page.
Questions and their ideal responses are often prepared in advance using question
banks to ensure a consistent approach to the eliciting of underpinning
knowledge/understanding. This will also help in identifying the underpinning
knowledge that is common across the Standards and which does not need to be
repeated. The results can then be cross referenced to the knowledge requirements in
each of the Standards.
A mixture of oral and written questions could be considered as this will provide
flexibility and allow a variety of approaches to the assessment process.
Assessors should retain a record of the all questions asked for each Candidate, together
with the Candidates responses.
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14
Examples of common knowledge requirements across all Occupational

Standards
Process - general
Phases of the production process, the reactions taking place and the effect of changes
on physical and chemical properties (to include toxicity, flammability, specific gravity
(SG), temperature)
Sources of information including operational requirements, drawings and manuals
Plant procedures and layout and its integration with other processes
Functioning of process control including instrumentation and logic
Relation to control room operations
How to connect to plant and utilities
Effects of loss of any utility and its reinstatement
How to isolate plant and utilities from operating sources, including isolation devices and
methods of installation
The principles of de-isolation
How to carry out integrity tests
How to take samples and interpret results
Methods and consequences of depressurisation/pressurisation (to include blowdown and
temperature)
Blowdown and relief systems and their limitations
Safe systems of work
The implications of health, safety and environmental legislation
Work area hazards (eg toxic substances, extreme weather conditions) and how to
identify/control/minimise them and reduce risks to as low as reasonably practicable
Safe systems of work procedure
Consequences of emissions to the environment and procedures for dealing with
spillages and uncontrolled emissions
Segregation of waste materials
Critical and emergency situations
Critical conditions for process and how to control and respond to them
The effect and potential implications of loss of any critical process and its reinstatement
The principles and effect of hydrocarbon hydrate formation, prevention and dispersion
Emergency response procedures for plant and location
The operation of and implications of the emergency shutdown (ESD) control systems
The operation of and implications of the fire and gas control systems
Action to be taken in event of critical and emergency situations
Examples of Process specific knowledge in this example for Wellhead
Operations
Function and operation of equipment will include well head and associated annulus
valve; christmas tree and associated valves; downhole safety valve and hydraulics;
choke; computer control systems
Utilities required for operation of wellheads
Normal plant conditions and operating parameters for wellheads
What steady state conditions are for wellheads operations and how they are achieved
Factor impacting on performance of wellheads operations and how to achieve optimum
processing
Types and causes of deviations and faults for wellheads operations and the relevant
actions to take when they occur
The effects of changes in ambient conditions on the process operations
Drain systems associated with the plant and their limitations
Flare/vent systems associated with the plant and their limitations (to include capacity
and radiation)
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15
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16
Supporting Evidence
Examples of additional evidence which may be collected to support the assessment
process include:
witness testimony from individuals who are in a position to provide informed

feedback on the performance and behaviours of Candidates and to authenticate
evidence this could include experienced colleagues, supervisors, mentors,
technical specialists and clients
a CV or job history which can provide supporting evidence of the Candidates job
experience/history
completion of a relevant qualification/training courses which can provide evidence

that the Candidate has relevant knowledge of operational theory and procedures,
work methods, operation of the equipment and safety procedures.
If witness testimony is used then the witnesses and the opportunities for using their
testimonies should be identified during the assessment planning stage. The testimony
should record what the Candidate has demonstrated, how and under what
circumstances. The relationship between the Candidate and witness should be stated
together with a record of the witnesss familiarity with the Occupational Standards.
Where possible, the testimony should be directly referenced to the Standards. In
judging the evidence, the Assessor will need to take into consideration and judge the
value of the evidence provided by the witness testimony.
Assessment Process
Planning
The Assessor should be in regular contact with the Candidate to identify on-going
opportunities to gather evidence. This should be recorded in an assessment plan. An
example of an assessment plan is included in Section 8.
There could be a number of challenges when carrying out assessment in the workplace
which will require careful planning to ensure that the assessment process is effective,
takes account of naturally occurring evidence that will arise during normal work
activities and does not disrupt normal work operations. The Assessor should liaise with
those directly affected or contributing to the assessment and wherever possible plan
assessments around operational schedules.
Making and Recording Assessment Decisions

Assessment decisions must be related back to the requirements of the Occupational
Standards. The Assessor must record the assessment methods and evidence that was
considered to make a decision on the competence of the Candidate. An example
assessment record is included in Section 7.
It is important that all Assessors and Internal Verifiers participate in regular
standardisation meetings to ensure consistent use of assessment methods throughout
the Approved Centre and consistent approaches to assessing Candidate evidence.
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Authentication of a Candidates evidence is required when the Assessor has not

observed performance at first hand. It is taken as granted that any performance
observed by the Assessor is authentic and is the work of the Candidate. Evidence not
directly observed by the Assessor may be authenticated by the questioning of the
Candidate or by using witness testimony. Product evidence such as logs, reports and
handover notes must also be authenticated. This can be achieved by the Candidate
signing the documents and then obtaining counter-signatures from appropriate
persons, stating that the evidence is valid and attributable to the Candidate.
Assessment records will need to be countersigned by the Internal Verifier in line with
the internal verification strategy.
Evidence should be securely retained for internal verification and external audit
purposes for one year after the assessment has taken place.
Feedback and Support to Candidates

Feedback to the Candidate by the Assessor should be provided on an ongoing basis and
relate directly to the requirements of the Occupational Standards. Assessors should
meet with Candidates on a regular basis to provide feedback on the evidence collection
process and any assessment decisions that have been made.
Guidance and support should be provided if any issues have been identified with the
evidence gathered or if there is a shortfall in the evidence. The way to remedy these
issues or shortfalls should be discussed and planned.
Section 4 Further Guidance

The full specifications for the Occupational Standards are provided in the OPITO
Global Occupational Standards Specifications for Processing Operations
(Hydrocarbons).
All organisations wishing to deliver the OPITO Global Vocational Qualification L3:
Processing Operations (Hydrocarbons) must be an OPITO Approved Centre and
must meet the requirements of OPITOs Quality Criteria for Global Oil and Gas Technical
Standards and Qualifications.
For further information please contact a member of our Workforce Development team
in Dubai - mea.enquiries@opito.com
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18
Section 5 Example Occupational Standard

Title
Summary
Oil and Gas

Level
Requirement
s
References
Outcome
O
1
Start up
the
process
O
2
Operate
and
monitor
the
process
O
3
Shut
down the
process
Operate an Oil and Gas Process (Wellheads)

This process involves the operation of wellheads (oil well, gas
producing well, water injection well, gas injection well) within
operational envelopes in order to maximise the performance and
exploitation of the reservoir. The process boundary is from downhole
safety valve through the christmas tree and choke, to well fluid entry
and to the process facilities.
This Occupational Standard involves:
starting up the wellhead process
operating and monitoring the wellhead process
shutting down the wellhead process
isolating and reinstating the wellhead process
complying with HSE and safe systems of work
This Occupational Standard is at Oil and Gas Level 3.
This Occupational Standard must be assessed in the workplace in
accordance with worksite operational requirements, procedures and
safe working practices.
OGOS/L3 POH1.1 (H5BX 04)
Version 1 December 2013
Performance Criteria
Candidates must demonstrate and provide evidence that they
can:
P1.
obtain relevant operational instructions and ensure that
1
information received on current operational status is accurate
and complete
P1.
brief relevant personnel and organise work of self and others,
2
where appropriate
P1.
prepare and integrate plant and utilities
3
P1.
carry out pre-start up checks
4
P1.
start up the process in accordance with procedures
5
P1.
achieve steady state conditions
6
P1.
identify and take relevant action to deal with faults and any
7
operational issues
P2.
monitor and take relevant action to optimise the process
1
P2.
identify and take relevant action to deal with upsets in the
2
process
P2.
ensure effective on-going communication of relevant information
3
on operational status
P2.
maintain relevant records
4
P3.
1
and complete
P3.
brief relevant personnel and organise work of self and others
3
where appropriate
P3.
shut down the process in accordance with procedures
Version 1 June 2014
19
O
4
O
5
Isolate
and
reinstate
the
process
Comply
with HSE
and safe
systems
of work
Knowledge
K
1
Process general
3
P3.
4
P4.
1
monitor the shut down and take relevant action to deal with
issues
and complete
brief relevant personnel and organise work of self and others
where appropriate
isolate plant and equipment for maintenance
P4.
2
P4.
3
P4.
carry out integrity testing of the isolation and confirm safety of
4
the plant and equipment
P4.
monitor and maintain the integrity of the isolation
5
P4.
confirm completion of maintenance and associated
6
documentation
P4.
carry out integrity testing and confirm the plant and equipment
7
safe to return to service
P4.
de-isolate and reinstate plant and equipment
8
P5.
carry out relevant risk assessments and ensure that controls are
1
in place to ensure that risks are as low as reasonably practicable
P5.
ensure that relevant safety briefings are carried out
2
P5.
work in accordance with safe systems of work
3
P5.
take relevant steps to protect the environment
4
P5.
identify issues which may impact on safe systems of work and
5
take relevant action
P5.
maintain relevant safety records
6
Knowledge Criteria
Candidate must provide evidence that they know and
understand:
K1. phases of the production process, the reactions taking place and
1
the effect of changes on physical and chemical properties (to
include toxicity, flammability, specific gravity (SG), temperature)
K1. sources of information including operational requirements,
2
drawings and manuals
K1. plant procedures and layout and its integration with other
3
processes
K1. functioning of process control including instrumentation and
4
logic
K1. relation to control room operations
5
K1. how to connect to plant and utilities
6
K1. effects of loss of any utility and its reinstatement
7
K1. how to isolate plant and utilities from operating sources,
8
including isolation devices and methods of installation
K1. the principles of de-isolation
9
K1. how to carry out integrity tests
Version 1 June 2014
20
K
2
Process
well
heads
10
K1.
11
K1.
12
K1.
13
K2.
1
K2.
2
K2.
3
K2.
4
K2.
5
K2.
6
K2.
7
K2.
8
K2.
9
how to take samples and interpret results

methods and consequences of depressurisation/pressurisation
(to include blowdown and temperature)
blowdown and relief systems and their limitations
function and operation of equipment will include well head and
associated annulus valve; christmas tree and associated valves;
downhole safety valve and hydraulics; choke; computer control
systems
utilities required for operation of wellheads
normal plant conditions and operating parameters for wellheads
what steady state conditions are for wellheads operations and
how they are achieved
factor impacting on performance of wellheads operations and
how to achieve optimum processing
types and causes of deviations and faults for wellheads
operations and the relevant actions to take when they occur
the effects of changes in ambient conditions on process
operations
drain systems associated with the plant and their limitations
flare/vent systems associated with the plant and their limitations
(to include capacity and radiation)
Version 1 June 2014
21
K
3
K
4
Safe
systems
of work
Critical
and
emergen
cy
situation
s
Scope
S Equipme
1 nt
S
2
Safe
working
practices
S
3
Working
relations
hips
K3.
1
K3.
2
the implications of health, safety and environmental legislation

work area hazards (eg toxic substances, extreme weather
conditions) and how to identify/control/minimise them and
reduce risks to as low as reasonably practicable
safe systems of work procedure
K3.
3
K3. consequences of emissions to the environment and procedures
4
for dealing with spillages and uncontrolled emissions
K3. segregation of waste materials
5
K4. critical conditions for process and how to control and respond to
1
them
K4. the effect and potential implications of loss of any critical
2
process and its reinstatement
K4. the principles and effect of hydrocarbon hydrate formation,
3
prevention and dispersion
K4. emergency response procedures for plant and location
4
K4. the operation of and implications of the emergency shutdown
5
(ESD) control systems
K4. the operation of and implications of the fire and gas control
6
systems
K4. action to be taken in event of critical and emergency situations
7
Scope Criteria
Candidate evidence will typically involve (but not limited to):
well head and associated annulus valve
christmas tree and associated valves
downhole safety valve and hydraulics
choke
computer control systems
Candidates must demonstrate safe working practices at all times. This
will involve (but not limited to):
wearing correct PPE at all times
complying with regulations including control of substances, manual
handing, working at height
proactively raising safety issues and participating in a safety culture
ensuring work area is kept clear
disposing of waste in accordance with environmental requirements
taking part in safety drills and briefings.
Candidates must demonstrate effective working relationships at all
times. This will involve (but not limited to):
making clear efforts to establish and maintain productive working
relationships
ensuring effective communication with colleagues on operational
matters
communicating all relevant information on activities, progress and
results to supervisors/managers
providing support and advice for colleagues within limits of own
responsibility and expertise.
Version 1 June 2014
22
Assessment
Assessment
approaches
Assessment Guidance
This Occupational Standard cannot be assessed by simulation.
The main means of assessment should be observation by
competent Assessors while Candidates perform tasks in the
workplace.
Safe working practices and effective working relationships should
form part of assessment checklists when assessing Candidates
performance.
Observation should be supported by questioning to ensure that
Candidates have the required knowledge and understanding.
Product evidence (e.g. workplace documents and job records) can
be used to provide evidence of work carried out this could include
work already completed.
Additional supporting evidence could include witness testimony
from individuals who can provide informed feedback on the
performance of Candidates.
Assessments should reflect normal work activities, wherever
possible.
Assessments can be integrated across the Outcomes and
(Refer to OPITO Oil and Gas Competence Assessment and
Verification Guidelines and OPITO Assessment Guidelines for
Global Vocational Qualifications Processing Operations:
Hydrocarbons for more guidance.)
Evidence
requirement
s
Assessments should include (but not limited to):

an observation for each of Outcomes 1, 2 and 3 - the observations
should include safe working systems and working relationships
evidence that all the required types of isolations and reinstatements
have been successfully carried out
evidence that the process has been operated on a minimum of 3
times over a time period of a minimum of 3 months
record of questioning.
Version 1 June 2014
23
Section 6 Coverage of Occupational Standards

Process NOS
1. Wells
1.1 Wellheads
Definition
This process involves the operation of wellheads (oil well, gas
producing well, water injection well, gas injection well) within
operational envelopes in order to maximise the performance and
exploitation of the reservoir.
The process boundary is from downhole safety valve through the
christmas tree and choke, to well fluid entry and to the process
facilities.
1.2 Well
Integrity
Equipment will typically comprise:

choke
This process involves ensuring the integrity of the well (oil well,
gas producing well, water injection well, gas injection well) by
monitoring annulus, well pressure, well flows, well temperature,
reservoir and well data. Operations may include isolating the
well and coordinating leak testing.
The process boundary is from downhole safety valve through the
christmas tree and choke, to well fluid entry and to the process
facilities.

choke
2. Oil /Gas Storage/ Discharge Processes
2.1 Tanker
This process involves transferring oil from the storage tank outlet
Loading (Oil)
through loading pumps and the metering system to the marine
tanker connection.
tanks, loading pumps
emergency cut-off systems
venting and flushing systems
metering system
2.2 Storage
Tanks (Oil)
Knowledge:
VOC (volatile organic compounds) recovery
ballast systems
The process involves operating oil storage tanks by monitoring
tank levels, operating the drainage/sewerage systems, draining
free water and operating the tank inert and recirculation system.
tanks
recirculation system
Version 1 June 2014
24
drains
Version 1 June 2014
25
2.3 Tanker
Loading
(Liquefied Gas)
This process involves transferring liquified gas (LNG) from the

tank outlet through loading pumps and the metering system to
the marine tanker connection.
tanks, loading pumps
emergency cut-off systems
venting and flushing systems
metering system
2.4 Storage
Tanks
(Liquefied Gas)
Knowledge:
VOC (volatile organic compounds) recovery
ballast systems
The process involves operating liquified gas (LNG) storage tanks
by monitoring tank levels, operating the drainage/sewerage
systems, conditioning the liquid and operating the tank inert and
recirculation system.

tanks
recirculation, cooling/chilling systems
drains
3. Gas Processing
3.1 Gas
This process involves the compression of gas to a higher pressure
Compression
for the purpose of gas lift, export, fuel gas, reinjection or
fractionation.
The process boundary is from the inlet shut down valve (e.g. well
manifold, suction header, separator train) to outlet shut down
valve (e.g. gas lift header, export metering, fuel gas header).
compressor and associated ancillaries eg lube oil systems
heat exchangers
prime movers
degassing tanks
3.2 Gas
Fractionation
Knowledge:
Types of compressors e.g. centrifugal, reciprocating
This process involves delivering individual component(s) from
mixed gas supply.
The process boundary is from the raw gas supply to
component(s) stream (s) and residue.
fractionation column(s)
reboiler
reflux drum
condenser
pumps, filters
Version 1 June 2014
26
3.3 NGL
Systems
This process involves handling of NGL generated from the gas

process system.
The process boundary is from the NGL inlet (gas process knock
out pots/separator) to the NGL outlet delivery point.
3.4 Gas
Treatment

PCV
heat exchangers
pumps
This process involves the removal of impurities (eg CO2, H2S, H2O)
from the gas stream to reach the specified quality.
The process boundary is from the inlet such as separator,
compressor to outlets such as export, fuel gas, gas lift, gas
fractionation.
molecular sieve vessels
desiccant
reboiler
flash drums
contactor
heat exchanger
pumps, filters
3.5 Gas and

Liquid Inlet
Facilities
Knowledge:
gas treatments including CO2, H2S, H2O, solids/base metals,
mercury
absorbtion, adsorption
This process involves managing pig handling, slug catchers and
scrubbers.
The process boundary is from the incoming pipeline to inlet to
the gas plant process facility.

pigs, pig receiver
slug catcher
scrubbers
filters
separator.
4 Oil/Gas Process and Export
4.1 Produced
This process involves the removal and treatment of water from
Water
the process train so that that it is suitable to be released into the
Treatment
environment, or reinjected, in accordance with
regulatory/company requirements.
The process boundary is from the water draw off from
separator/the crude oil storage tank to the water injection well
header or the sea.
hydrocyclone
tilted plate separator
floatation units
filters, pumps
heat exchanger
Version 1 June 2014
27
Version 1 June 2014
28
4.2 Vent and

Flare System
4.3 Pigging/
Sphering
Operations
This process involves operating the shut down, blow down,

venting and flaring processes under normal and emergency
operating conditions.
vent
ground flare
remote flare
flare knock out pots
liquid pumps
relief vales
SSVS
auto/manual ignition system
This process involves implementing pigging/ sphering operations
to maintain the efficiency and integrity of the pipeline (e.g.
cleaning, dewatering, descaling, inspection).
The process boundary is from the pig launcher to the pig receiver.
4.4 Crude Oil

Stabilisation

pigs
pig launchers
pig receivers
spheres
venting and draining facilities
This process involves stabilising crude oil to meet export
specification.
The process boundary is from the inlet to the outlet of the
stabilisation train.
4.5 Well
Products
Separation

separators
heat exchanger
pumps
This process involves separating the well product into oil, water
and gas (gas liquid for 2nd phase separator) for further
processing.
The process boundary is from the production well manifold to
separation train outlet.

separators
5 Water Injection
5.1 Water
This process involves taking water from the water feed supply
Injection
(produced or seawater), filtering and conditioning it and injecting
it down the well.
booster and injection pumps
meters
choke
de-aerators
filters
chemical injection package
Version 1 June 2014
29
6 Metering
6.1 Metering
Systems
7 Utilities
7.1 Drain
Systems
This process involves metering of process fluids (gas and liquid)

and other products in accordance with regulatory/company
requirements.
This process involves the collection and processing of
hazardous /contaminated hydrocarbons, liquids, oils, chemicals,
slops through the open and closed drain system and collection
and filtering of non-hazardous domestic and storm water through
the drain system.
contactors
scrubbers
heat exchangers
reboiler
pumps
filters
reflux accumulator
surge tanks
7.2 Nitrogen
Generation
Knowledge:
open and close hazardous systems
This process involves the generation and distribution of nitrogen
for use within processes.
7.3 Chemical
Injection

compressors
filters
bottles
pressure swing adsorption (PSA) skids
Knowledge:
generating nitrogen cryogenically and by solid bed absorption
This process involves the storage and distribution of chemicals to
process injection points.
7.4 Fuel Gas

Supply

pumps
filters
tanks
This process involves compressing/ conditioning process gas so
that it is suitable for use in a fuel gas system.
pumps
tanks
Version 1 June 2014
30
7.5 Diesel
Supply
This process involves the storage and distribution of diesel to

end users.
7.6 Heating
Medium Supply

pumps
tanks
filters
centrifuges
separator drums
This process involves providing heating media (steam, hot
water, hot oil) to the process and other areas as required.
7.7 Heating,
Ventilation and
Air Conditioning
(HVAC)
7.8 Instrument
and Service Air
Supply
7.9 Water
Systems
7.10 Hydraulics

heaters
boilers
pumps
heat exchangers
This process involves extraction and the supply of suitable
quality air to maintain the specified environment (quality and
pressure).
filters
heat exchangers
fans
mechanical refrigerators
humidifiers
This process involves the compression and filtration,
conditioning and distribution of air for plant and instruments.
compressor
adsorbers
air treatment packages
This process involves providing water (service water, fresh
water, fire water) to the process and other areas as required.
pumps
filters
ozone generator
tank
water maker
chlorine generator
This process involves providing a pressurised system to operate
actuators, valves subsea and top side.
pumps
filters
intensifier
accumulator
manifolds
storage tanks
Version 1 June 2014
31
Section 7 Example Assessment Forms

Example Assessment Plan
OPITO Process Operations: Hydrocarbons
Assessment Plan
Approved
Centre
Candidate
Name
Assessor Name
Standard
Operate an Oil and Gas Process (Gas Compression)
Outcomes
Outcome 2: Operate and Monitor the Process

Outcome 5: Complying with HSE and safe systems of work
Date of Plan
Does the
Candidate any
special
assessment
needs?
Opportuni Assessm
ties for
ent
collecting methods
evidence
Candidate
operating
and
monitoring
the gas
compression
process
Observatio
n
Reports and
information
supplied to
others
relating to
faults and
process
upsets
identified by
the
Candidate
Operational
records and
logs
generated
and
submitted
by the
Candidate
Completion
Review of
documents
- must be
authenticat
ed by
testimonies
Plan No
Performa
nce
Criteria
referenc
es
Knowledg
e
reference
s
P2.1 to
P2.4 and
P5.1 to
P5.6
Also
working
relationshi
ps S3 and
Safe
Systems of
Work S2.
P2.1 and
P2.2.
Also
working
relationshi
ps S3
K1.1 to
K4.7, as
arising and
dependent
on ongoing
operations
Review of
logs and
records
P2.3 and
P2.4
Testing of
As
Version 1 June 2014
Assessm
ent
date(s)
and time
Assessm
ent
review
date(s)/ti
me
Feedback
date(s)
and time
K2.3 to
K2.6
K1.1 to
32
by the
Candidate
of a
questionnair
e derived
from the
standard
question
bank
the
Candidates
knowledge
and
understandi
ng using
the
question
bank
appropriate
K4.7,
Additional comments
Assessor
Signatur
e
Candidate
Comments
Signatur
e
Version 1 June 2014
Date
Date
33
Example Observation Record

Observation Record
Approved
Centre
Candidate
Name
Assessor Name
Standard
Operate an Oil and Gas Process (Gas Compression)
Outcome
Isolate and Reinstate the Process
Date of
Observation
Skills/work activities observed:
Evidence Ref No
The Candidate received instructions from the supervisor

relating to the isolation of the compressor for maintenance
purposes. He discussed the plan with other members of the
team and those affected at the toolbox talk. The necessary
isolation certificates, standard operating procedures and
isolation task risk assessment were noted and deemed
suitable for implementation.
PCs
covered
P4.1 and
P4.2
P5.1 and
P5.2
Scope
covered
S3
S2
S1
The compressor was isolated in accordance with the

standard operating procedure. No anomalies were
identified.
P4.3
Integrity testing of the isolation was effective and the safety

in respect to the compressor was confirmed to the relevant
departments and personnel.
P4.4
The integrity of the isolation was effectively monitored and

maintained throughout the maintenance activities.
P4.5
The completion of the maintenance activities was agreed

and confirmed and recorded on the appropriate
documentation.
P4.6
P4.7
Integrity testing of the compressor followed and the

Candidate confirmed that the plant was fit and safe to be
returned to normal service.
P4.8
The compressor was then de-isolated and reinstated. All
records were fully completed and activities were completed
within the Candidates shift.
S2
P5.1 to P5.6
Safe systems of work were maintained at all times.
Version 1 June 2014
34
Additional evidence:
Criteria
covered
Knowledge and understanding inferred during the observation of

performance
It was apparent during the observation of performance that the Candidate
had a good knowledge and understanding of safe systems of work, the
companys operating procedures and environmental protection and
recording policies.
Oral questions were asked during the observation whilst work being
carried out and these will supplement the written questions that will be
taken from the question bank for the Standard.
Oral questions listed in Knowledge Record
Behaviours observed
The candidate communicated effectively with the team and those affected S3
by the operations.
Assessors comments on performance and feedback to the Candidate
Sufficient performance evidence was made available during the observation to satisfy
the performance evidence requirement of the Outcome.
Assessor
Signatur
e
Candidate
Comments
Signatur
e
Version 1 June 2014
Date
Date
35
Example Assessment Report

Assessment Report
Approved
Centre
Candidate
Name
Assessor
Name
O observation
P product
evidence
Q questions
W witness
testimony
Standard
Outcome 1: Start up the process

Ref
No.
P1.1
P1.2
P1.3
P1.4
P1.5
P1.6
Achiev
ed Y/N
O/P/
Q/W
Evidence / Comments
Obtain relevant operational

instructions and ensure that
information received on current
operational status is accurate and
complete
Brief relevant personnel and organise
work of self and others, where
appropriate
Prepare and integrate plant and
utilities
Carry out pre-start checks
Start up the process in accordance
with procedures
Achieve steady state conditions
Identify and take relevant action to

P1.7 deal with faults and any operational
issues
Additional Assessor comments
Assessor
Signature
Version 1 June 2014
Assessme
nt Date
36
Outcome 2: Operate and monitor the process

Ref
No.
P2.1
P2.2
P2.3
P2.4
Achiev
ed Y/N
O/P/
Q/W
Evidence / Comments
Monitor and take relevant action to

optimize the process
Identify and take relevant action to
deal with upsets in the process
Ensure effective on-going
communication of relevant information
on operational status
Maintain relevant records
Assessor
Signature
Assessme
nt Date
Outcome 3: Shut down the process

Ref
No.
Achiev
ed Y/N
O/P/
Q/W
Evidence / Comments
Obtain
relevant
operational
instructions
and
ensure
that
P3.1 information
received
on
current
complete
P3.2 work of self and others, where
appropriate
Shut down the process in accordance
P3.3
with procedures
Monitor the shut down and take
P3.4
relevant action to deal with issues
Assessor
Signature
Assessme
nt Date
Element 4: Isolate and reinstate the process

Ref
No.
P4.1
Obtain
relevant
operational
instructions
and
ensure
that
information
received
on
current
complete
Version 1 June 2014
Achieve
d Y/N
O/P/
Q/W
Evidence / Comments
37

P4.2 work of self and others, where
appropriate
Isolate plant and equipment for
P4.3
maintenance
Carry out integrity testing of the
P4.4 isolation and confirm safety of the
plant and equipment
Monitor and maintain the integrity of
P4.5
the isolation
Confirm completion of maintenance
P4.6
and associated documentation
Carry out integrity testing and confirm
P4.7 the plant and equipment safe to return
to service
De-isolate and reinstate plant and
P4.8
equipment
Assessor
Signature
Assessme
nt Date
Element 5: Comply with HSE and safe systems of work

Ref
No.
P5.1
P5.2
P5.3
P5.4
P5.5
P5.6
Achieve
d Y/N
O/P/
Q/W
Evidence / Comments
Carry out relevant risk assessments

and ensure that controls are in place
to ensure that risks are as low as
reasonably practicable
Ensure that relevant safety briefings
are carried out
Work in accordance with safe systems
of work
Take relevant steps to protect the
environment
Identify issues which may impact on
safe systems of work and take
relevant action
Maintain relevant records
Assessor
Signature
Version 1 June 2014
Assessme
nt Date
38
Knowledge: Process - General

Ref
No.
K1
K2
K3
K4
Underpinning
knowledge/understanding
Phases of the production process, the
reactions taking place and the effect of
changes on physical and chemical
properties (to include toxicity,
flammability, specific gravity (SG),
temperature)
Sources of information including
operational requirements, drawings,
and manuals
Plant procedures and layout and its
integration with other processes
Functioning of process control
including instrumentation and logic
K5
Relation to control room operations
K6
How to connect to plant and utilities
K7
K8
K9
K10
K11
K12
K13
Achieve
d Y/N
Comments
Achieve
d Y/N
Comments
Effects of loss of any utility and its

reinstatement
How to isolate plant and utilities from
operating sources, including isolation
devices and methods of installation
The principles of de-isolation
How to carry out integrity tests
How to take samples and interpret
results
Methods and consequences of
depressurization/pressurization (to
include blowdown and temperature)
Blowdown and relief systems and their
limitations
Knowledge: Process Gas Compression

Ref
No.
K14
K15
K16
K17
K18
K19
Underpinning
Function and operation of equipment
for gas compressor
Types of compressors e.g. centrifugal,
reciprocating
Utilities required for gas compression
Normal plant conditions and operating
parameters for gas compression
What steady state conditions are for
gas compression and how they are
achieved
Factors impacting on performance and
how to achieve optimum processing
for gas compression
Version 1 June 2014
39
K20
K21
K22
K23
Types and causes of deviations and

faults for gas compression and the
relevant actions to take when they
occur
The effects of changes in ambient
conditions on gas compression
Drain systems associated with the
plant for gas compression and their
limitations (to include capacity and
radiation)
Flare/vent systems associated with the
plant for gas compression and their
limitations (to include capacity and
radiation)
Knowledge: Process Safe System of Work

Ref
No.
K24
K25
K26
K27
K28
Underpinning
The implications of health, safety and
environmental legislation
Work
area
hazards
(e.g.
toxic
substances,
extreme
weather
conditions)
and
how
to
identify/control/minimize them and
reduce risks to as low as reasonably
practicable
Safe systems of work procedure
Consequences of emissions to the
environment and procedures for
dealing
with
spillages
and
uncontrolled emissions
Segregation of waste materials
Achieve
d Y/N
Comments
Knowledge: Process Critical and emergency situations

Ref
No.
Underpinning
Critical conditions for process and how
K29
to control and respond to them
K30
The effect and potential implications of
loss of any critical process and its
reinstatement
K31
The
principles
and
effect
of
hydrocarbon
hydrate
formation,
prevention and dispersion
Emergency response procedures for
K32
plant and location
K33
The operation of, and implications of
the
emergency
shutdown
(ESD)
control systems
The operation and implications of the
K34
fire and gas control systems
Action to be taken in the event of
K35
critical and emergency situations
Version 1 June 2014
Achieve
d Y/N
Comments
40
Assessor
Signature
Assessme
nt Date
Behaviours: Working Relationships and Safe Systems of Work

(Behaviours and attitude are additional considerations for determining competent performance in
the workplace. They need to be demonstrated by the Candidate during normal work activities)
Ref
No.
1.1
1.2
1.3
1.4
2.1
2.2
2.3
2.4
Achieve
d Y/N
O/P/
Q/W
Evidence / Comments
Make clear efforts to establish and

maintain
productive
working
relationships
Ensure effective communication with
colleagues on operational matters
Communicate all relevant information
on activities, progress and results to
supervisors/managers
Provide support and advice for
colleagues within own area of
responsibility.
Wear correct PPE at all times
Comply with regulations including
control
of
substances,
manual
handling, working at height
Proactively raise safety issues and
participate in a safety culture
Ensure work area is kept clear
2.5
Dispose of waste in accordance with

environmental requirements
2.6
Take part in safety drills and briefings
Assessor
Signature
Version 1 June 2014
Assessme
nt Date
41

Assessment Summary Report
Approved
Centre
Candidate
Name
Assessor Name
Internal Verifier
Name
Standard
Assessor
declaration
I can confirm that the Candidate *has met / has not met the criteria for
this Standard and that all work undertaken was performed by the
Candidate *Delete as applicable
Feedback to Candidate:
Note: If the Candidate has not met the criteria for this Standard: state the reasons why, and
suggest any training requirement to address the competence gap.
Assessor
Signatur
e
Candidate
Comments
Signatur
e
Internal Verifier
Comments
Signatur
e
Version 1 June 2014
Date
Date
Date
42
Section 8 - Blank Forms

The forms shown on the following pages are basic examples of those generally used
within Approved Centres. Forms may be devised by the centres providing the contents
meet the requirements.
Assessment Plan
Assessment Plan
Approved
Centre
Candidate
Name
Assessor Name
Standard
Outcomes
Date of Plan
Does the
Candidate any
special
assessment
needs?
Opportuni Assessm
ties for
ent
collecting methods
evidence
Plan No
Performa
nce
Criteria
referenc
es
Knowledg
e
reference
s
Assessm
ent
date(s)
and time
Assessm
ent
review
date(s)/ti
me
Feedback
date(s)
and time
Additional comments
Assessor
Signatur
e
Candidate
Comments
Signatur
e
Version 1 June 2014
Date
Date
43
Unit Achievement Record

Achievement Record
Approved
Centre
Candidate
Name
Assessor
Name
Qualification
Requirement
Group A
Operate an Oil
Operate an Oil
Operate an Oil
Liquefied Gas)
Operate an Oil
Liquefied Gas)
Operate an Oil
Operate an Oil
Operate an Oil
Operate an Oil
Operate an Oil
Facilities)
Operate an Oil
Treatment)
Operate an Oil
System)
Operate an Oil
Operations)
Operate an Oil
Stabilisation)
Operate an Oil
Separation)
OPITO
Global
Vocational
Qualification
L3:
Processing
The Candidate needs to complete eight Standards to gain the
qualification with five Standards to be taken from Group A and a
further three Standards to be completed from either Group A or B.
Assessors
Date
signature
and Gas Process (Tanker Loading - Oil)
and Gas Process (Storage Tank - Oil)
and Gas Process (Tanker Loading and Gas Process (Storage Tank and
and
and
and
and
Gas
Gas
Gas
Gas
Gas
Process
Process
Process
Process
Process
(Gas Compression)
(Gas Fractionation)
(NGL Systems)
(Gas Treatment)
(Gas and Liquid Inlet
and Gas Process (Produced Water

and Gas Process (Vent and Flare
and Gas Process (Pigging and Sphering
and Gas Process (Crude Oil
and Gas Process (Well Products
Group B
Operate an Oil and Gas
Supply)
and Air Conditioning)
Process
Process
Process
Process
Process
Process
(Wellheads)
(Well Integrity)
(Water Injection)
(Metering Systems)
(Drain Systems)
(Heating Medium
Process
Process
Process
Process
Process
(Fuel Gas Supply)
(Diesel Supply)
(Heating, Ventilation
Process (Instrument and
Version 1 June 2014
44
Service Air Supply)

Operate an Oil and Gas Process (Water Systems)
Operate an Oil and Gas Process (Hydraulics)
Index of Evidence
Index of Evidence
Approved
Centre
Candidate
Name
Assessor
Name
OPITO
Global
Vocational
Qualification
L3:
Processing
Description of evidence
Location of the
Sampled by the IV
evidence (e.g.
(initials and date)
Qualification
Eviden
ce
Numb
er
Version 1 June 2014
Candidate portfolio,
electronic, database
etc.)
45
In Observation Record
Observation Record
Approved
Centre
Candidate
Name
Assessor Name
Standard
Outcome
Date of
Observation
Skills/work activities observed:
Evidence Ref No
PCs
covered
Additional evidence:
Scope
covered
Criteria
covered
Knowledge and understanding inferred during the observation of

performance
Behaviours observed
Assessors comments on performance and feedback to the Candidate
Sufficient performance evidence was made available during the observation to satisfy
the performance evidence requirement of the Outcome.
Assessor
Signatur
e
Candidate
Comments
Signatur
e
Version 1 June 2014
Date
Date
46
Version 1 June 2014
47
Witness Testimony
Witness Testimony
Approved
Centre
Candidate
Name
Witness Name
Witness Details
Standard
Outcome
Date of
Testimony
Details of testimony:
Evidence Ref No
PCs
covered
Scope
covered
Comments (to be written in the witnesss own hand to provide authenticity to the
testimony):
Witness
Signatur
e
Assessor
Comments
Signatur
e
Version 1 June 2014
Date
Date
48
Question Record
Oral Question Record
Approved
Centre
Candidate
Name
Assessor
Name
Qualification
OPITO
Global
Vocational
Evidence Ref
No
Questi Question (include details of
on
when asked)
Numb
er
Assessor
Signatur
e
Candidate
Signatur
e
Version 1 June 2014
Qualification
Candidate Response
L3:
Processing
Knowledg
e Criteria
Date
Date
49

Assessment Guidelines For Processing Operations Hydrocarbons

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Assessment Guidelines For Processing Operations Hydrocarbons

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SKILLS FOR OIL AND GAS

ASSESSMENT GUIDELINES FOR OPITO

VERSION 1: JUNE 2014

OPITO Global Assessment Guidelines

Version 1 June 2014

Version 1 June 2014

OPITO Framework of Global Oil and Gas Technical Standards

Occupational Standards which define the expected level of performance, knowledge,

Global Certificates and Qualifications which have been developed in conjunction

Version 1 June 2014

Oil and Gas Level

Oil and Gas Level

Oil and Gas Level

Process Technician, Control Room

Oil and Gas Level

Process Operator (routine

Oil and Gas Level

Entry level employment/apprentice

Oil and Gas

Trainee at basic skills level

These Assessment Guidelines focus specifically on Global Vocational Qualifications.

Version 1 June 2014

Section 2 Occupational Standards and Vocational

Target Group for Occupational Standards for Processing

English Language Skills

longer document and explain a topic including advantages and disadvantages of

Occupational Standards for Processing Operations:

Operate an Oil and Gas Process (Wellheads)

Oil /Gas Storage/Discharge Processes

(Tanker Loading - Oil)

Oil/Gas Process and Export

(Produced Water Treatment)

Operate an Oil and Gas Process (Water Injection)

Operate an Oil and Gas Process (Metering Systems)

Version 1 June 2014

OPITO Global Vocational Qualification Level 3: Processing

(Tanker Loading - Oil)

Version 1 June 2014

Section 3 Assessment Principles

the individual or employee who wishes to be assessed as

the qualified* individual who carries out assessments and who

the qualified* individual who ensures that all Assessors

Auditors will ensure that the Occupational Standards are being

Version 1 June 2014

A collaborative relationship between the Candidate and Assessor is the key to an

prepare for assessment - ensure that the requirements of the Occupational

participate in assessment planning with the allocated Assessor

gather and provide authentic evidence of work carried out

answer questions and demonstrate knowledge and understanding to the Assessor

maintain a portfolio of evidence

receive and act on feedback from the Assessor.

Version 1 June 2014

the assessment reflects normal working requirements and conditions

the Candidate is familiar with the process, plant and equipment

Assessment of competence involves a range of assessment methods to ensure

Version 1 June 2014

Assessments should include (but not limited to):

Version 1 June 2014

start up the process (Outcome 1)

monitor the process (Outcome 2)

shut down the process (Outcome 3).

Version 1 June 2014

Knowledge and understanding