Occupational Standards for Oil and Gas Engineering Maintenance

SKILLS FOR OIL AND GAS

ASSESSMENT GUIDELINES FOR OPITO GLOBAL

VOCATIONAL QUALIFICATIONS FOR

OIL AND GAS ENGINEERING MAINTENANCE

VERSION 1: JUNE 2014

OPITO Global Assessment GuidelinesGlobal Vocational Qualifications – Engineering Maintenance

VERSION CONTROLVersion 1 June 2014AMENDMENT & DATE PAGES CHANGES

MADE BYCHECKED BY APPROVED

BY

Any amendments to the Assessment Guidelines made by OPITO will be recorded above.

Version 1 – June 2014 2


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 Qualifications................................................6

Purpose and Structure of Occupational Standards......................................................................6

Target Group for Occupational Standards for Oil and Gas Engineering Maintenance..................6

English Language Skills...............................................................................................................7

Occupational Standards for Oil and Gas Engineering Maintenance.............................................8

OPITO Global Vocational Qualification Level 2: Oil and Gas Engineering Maintenance.............10

Section 3 – Assessment Principles................................................................................................13

Who is involved........................................................................................................................13

Assessment Methods...............................................................................................................15

Assessment Process.................................................................................................................22

Section 4 – Further Guidance.......................................................................................................23

Section 5 – Example Occupational Standards...............................................................................24

Section 6 – Scope of Engineering Maintenance Standards............................................................32

Section 7 – Example Assessment Forms.......................................................................................34

Example Assessment Plan........................................................................................................34

Example Observation Record...................................................................................................36

Example Assessment Report....................................................................................................38

Section 8 - Blank Forms................................................................................................................46

Assessment Plan......................................................................................................................46

Unit Achievement Record.........................................................................................................47

Index of Evidence.....................................................................................................................48

Witness Testimony...................................................................................................................50

Question Record......................................................................................................................51



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 OPITO’s Global Vocational Qualifications for Oil and Gas Engineering Maintenance. 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.

TrainingTraining for safety,

behaviours, knowledge, equipment and tools

Skills AssessmentAssessment of skills in a

simulated/ realistic working environment

Competence Assessment

Assessment of competence in the workplace.

Foundation Certificate in Oil and Gas

Global Training Certificates

Global Skills Qualification

Global Vocational Qualification

Training Standards Occupational Standards

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.



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.

A typical progression route through the OPITO Framework of Global Oil and Gas Technical Standards and Qualifications is illustrated below.

Training Skills Assessment Competence Assessment

Oil and Gas Foundation

Oil and Gas Level 1

Oil and Gas Level 2

Oil and Gas Level 3

Training Certificate: Introduction to

Workshop Practice

Training Certificate: Basic Maintenance

Practice

Training Certificate: Maintenance Practice

– M, E, I&C

Skills Qualification: Maintenance

Techniques – M, E, I&C

Vocational Qualification:) Oil and Gas Engineering Maintenance – M, E, I&C

Vocational Qualification: Oil and Gas Engineering Maintenance – M, E, I&C

M = Mechanical, E = Electrical and I&C = Instrument and Control


Oil and Gas Level 5 Professional, senior/department manager.

Oil and Gas Level 4 Expert, specialist, first line manager

Oil and Gas Level 3 Maintenance technician, supervisor

Oil and Gas Level 2 Maintenance craftsman, apprentice

Oil and Gas Level 1 Entry level employment/apprentice

Oil and Gas Foundation Trainee at basic skills level


Section 2 – Occupational Standards and Vocational Qualifications

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 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.

Examples of typical Engineering Maintenance Occupational Standard are shown in Section 5.

Target Group for Occupational Standards for Oil and Gas Engineering Maintenance

The Occupational Standards in Engineering Maintenance describe what maintenance craftsmen and technicians in the oil and gas industry need to do in order to be deemed competent for their job roles.

There are currently 36 Engineering Maintenance Occupational Standards:

9 Occupational Standards have been developed at Oil and Gas Level 2 covering the skills required for routine maintenance – these standards would be suitable for craftsmen

9 Occupational Standards have been developed at Oil and Gas Level 3 covering the skills required to diagnose maintenance requirements – these standards would be suitable for experienced technicians

9 Occupational Standards have been developed at Oil and Gas Level 3 covering the skills required to adjust the performance and condition of plant and equipment – these standards would be suitable for experienced technicians

9 Occupational Standards have been developed at Oil and Gas Level 3 covering the skills required to maintain components of plant and equipment – these standards would be suitable for experienced technicians.

The scope of the standards in each of these 4 maintenance areas is outlined below.

Individuals can be assessed as competent in individual Engineering Maintenance Occupational Standards as well as undertaking Vocational Qualifications. Full details of the Occupational Standards and Vocational Qualifications are on pages 8 to 12.



Scope for Engineering Maintenance Occupational Standards

Routine maintenance activity

This will typically involve: carrying out planned routine maintenance e.g. during operations and/or post job –

could include replenishing consumables; tightening fastenings; checking tensions; lubricating; cleaning

carrying out preventive maintenance e.g. inspection for damage/wear/corrosion

Diagnosing maintenance requirements

This will typically involve: reviewing maintenance history and relevant evidence information/data on the

performance and condition of plant /equipment implementing and interpreting relevant assessments to diagnose maintenance

requirements determining feasibility of repair/action required to return plant/equipment to

specification recording and reporting diagnosis and recommendations

Adjusting the performance and condition of plant and equipment

This will typically involve: carrying out modifications carrying out repairs rectification of faults, defects and variations carrying out calibrations carrying out overhauls

Maintaining components of plant and equipment

This will typically involve: removing components assembling components replacing components

English Language Skills

Individuals undertaking Level 2 Occupational Standards and Occupational Standards should have the ability to express themselves in a limited way in familiar situations and to deal in a general way with non-routine information. They should be able understand the main points of clear standard input on familiar matters regularly encountered in the workplace. They should have the ability to produce simple written and spoken responses on topics that are familiar. This level of English corresponds to the following International Frameworks - CEFR B1 – B2, IELTS 4.0 – 5.0, ToEFL : c 30 – 45.

Individuals undertaking Level 3 Occupational Standards and Occupational Standards should 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 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 Oil and Gas Engineering Maintenance

The Engineering Maintenance Occupational Standards cover electrical, mechanical and instrument & control disciplines and the standards completed by individuals will reflect the plant, equipment in the work areas in which they work.

The 36 Occupational Standards are listed below. More details of the scope for each of the Standards are included in Section 6.

Routine Maintenance – Oil and Gas Level 2

Mechanical

Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Prime Movers)Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Transmission Systems & Components)Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Distribution Systems)

Electrical

Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Rotating Equipment & Tools)Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Electrical Distribution Systems)Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Protection Systems)

Instrument & Control

Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Process Measurement Systems & Equipment) Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Process Control Systems & Equipment)Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Protection & Detection Systems)


Mechanical

Rotating Equipment &

Tools

Prime Movers

Process Measurement

Systems & Equip

Electrical

Electrical Distribution

Systems

Transmission System &

Components

Process Control Systems & Equipment

Instrument& Control

Protection Systems

Distribution Systems

Protection & Detection Systems


Diagnosing Maintenance Requirements – Oil and Gas Level 3

Mechanical

Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Prime Movers)Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Transmission Systems & Components)Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Distribution Systems)

Electrical

Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Rotating Equipment & Tools)Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Electrical Distribution Systems) Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Protection Systems)


Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Process Control Systems & Equipment)Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Process Measurement Systems & Equipment)Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Protection & Detection Systems)

Adjusting Performance and Condition – Oil and Gas Level 3

Mechanical

Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Prime Movers)Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Transmission Systems & Components)Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Distribution Systems)

Electrical

Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Rotating Equipment & Tools)Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Electrical Distribution Systems) Adjust the Performance & Condition of Plant & Equipment (Protection Systems)


Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Process Measurement Systems & Equipment) Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Process Control Systems & Equipment) Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Protection & Detection Systems)

Component Maintenance – Oil and Gas Level 3

Mechanical

Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Prime Movers) Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Transmission Systems & Components)Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Distribution Systems)

Electrical

Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Rotating Equipment & Tools)Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Electrical Distribution Systems) Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Protection Systems)


Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Process Control Systems & Equipment) Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Process Measurement Systems & Equipment) Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Protection & Detection Systems)



OPITO Global Vocational Qualification Level 2: Oil and Gas Engineering Maintenance

The OPITO Global Vocational Qualifications for Engineering Maintenance are 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.

Qualifications 1, 2 and 3 are at Oil and Gas Level 2 and would be suitable for craftsmen. This is broadly comparable to SVQ/NVQ level 2, SCQF 5, QCF 2, EQF 3.

Qualifications 3, 4 and 5 are at Oil and Gas Level 3 and would be suitable for technicians. This is broadly comparable to qualifications at SVQ/NVQ level 3, HNC, SCQF 6/7, QCF 3/4 and EQF 4/5.

Qualification 1: OPITO Global Vocational Qualification L2: Oil and Gas Engineering Maintenance (Electrical)

Carry out Routine Maintenance on Electrical Oil & Gas Plant & Equipment (Rotating Equipment & Tools)Carry out Routine Maintenance on Electrical Oil & Gas Plant & Equipment (Electrical Distribution Systems)Carry out Routine Maintenance on Electrical Oil & Gas Plant & Equipment (Protection Systems)

2 Occupational Standards to be completed to achieve the qualification

Qualification 2: OPITO Global Vocational Qualification L2: Oil and Gas Engineering Maintenance (Mechanical)

Carry out Routine Maintenance on Mechanical Oil & Gas Plant & Equipment (Prime Movers)Carry out Routine Maintenance on Mechanical Oil & Gas Plant & Equipment (Transmission Systems & Components)Carry out Routine Maintenance on Mechanical Oil & Gas Plant & Equipment (Distribution Systems)


Qualification 3: OPITO Global Vocational Qualification L2: Oil and Gas Engineering Maintenance (Instrument & Control)

Carry out Routine Maintenance on Instrument & Control Oil & Gas Plant & Equipment (Process Measurement Systems & Equipment) Carry out Routine Maintenance on Instrument & Control Oil & Gas Plant & Equipment (Process Control Systems & Equipment) Carry out Routine Maintenance on Instrument & Control Oil & Gas Plant & Equipment (Protection & Detection Systems)




Qualification 4: OPITO Global Vocational Qualification L3: Oil and Gas Engineering Maintenance (Electrical)

Group 1Diagnose Maintenance Requirements of Electrical Oil & Gas Plant & Equipment (Rotating Equipment & Tools)Diagnose Maintenance Requirements of Electrical Oil & Gas Plant & Equipment (Electrical Distribution Systems)Diagnose Maintenance Requirements of Electrical Oil & Gas Plant & Equipment (Protection Systems)

Group 2Carry out Maintenance on Components of Electrical Oil & Gas Plant & Equipment (Rotating Equipment & Tools)Adjust and Optimise the Performance/Condition of Electrical Oil & Gas Plant & Equipment (Rotating Equipment & Tools)Carry out Maintenance on Components of Electrical Oil & Gas Plant & Equipment (Electrical Distribution Systems)Adjust and Optimise the Performance/Condition of Electrical Oil & Gas Plant & Equipment (Electrical Distribution Systems)Carry out Maintenance on Components of Electrical Oil & Gas Plant & Equipment (Protection Systems)Adjust and Optimise the Performance/Condition of Electrical Plant & Equipment (Protection Systems)

2 Occupational Standards be completed from Group 1 and 3 from Group 2 to achieve the qualification

Qualification 5: OPITO Global Vocational Qualification L3: Oil and Gas Engineering Maintenance (Mechanical)

Group 1Diagnose Maintenance Requirements of Mechanical Oil & Gas Plant & Equipment (Prime Movers) Diagnose Maintenance Requirements of Mechanical Oil & Gas Plant & Equipment (Transmission Systems & Components)Diagnose Maintenance Requirements of Mechanical Oil & Gas Plant & Equipment (Distribution Systems )

Group 2Carry out Maintenance on Components of Mechanical Oil & Gas Plant & Equipment (Prime Movers)Adjust and Optimise the Performance/Condition of Mechanical Oil & Gas Plant & Equipment (Prime Movers)Carry out Maintenance on Components of Mechanical Oil & Gas Plant & Equipment (Transmission Systems & Components)Adjust and Optimise the Performance/Condition of Mechanical Oil & Gas Plant & Equipment (Transmission Systems & Components)Carry out Maintenance on Components of Mechanical Oil & Gas Plant & Equipment (Distribution Systems) Adjust and Optimise the Performance & Condition of Mechanical Oil & Gas Plant & Equipment (Distribution Systems)




Qualification 6: OPITO Global Vocational Qualification L3: Oil and Gas Engineering Maintenance (Instrument & Control)

Group 1Diagnose Maintenance Requirements of Instrument & Control Oil & Gas Plant & Equipment (Process Measurement Systems & Equipment)Diagnose Maintenance Requirements of Instrument & Control Oil & Gas Plant & Equipment (Process Control Systems & Equipment) Diagnose Maintenance Requirements of Instrument & Control Oil & Gas Plant & Equipment (Protection & Detection Systems)

Group 2Carry out Maintenance on Components of Instrument & Control Oil & Gas Plant & Equipment (Process Measurement Systems & Equipment) Adjust and Optimise the Performance/Condition of Instrument & Control Oil & Gas Plant & Equipment (Process Measurement Systems & Equipment) Carry out Maintenance on Components of Instrument & Control Oil & Gas Plant & Equipment (Process Control Systems & Equipment) Adjust and Optimise the Performance/Condition of Instrument & Control Oil & Gas Plant & Equipment (Process Control Systems & Equipment) Carry out Maintenance on Components of Instrument & Control Oil & Gas Plant & Equipment (Protection & Detection Systems)Adjust and Optimise the Performance /Condition of Instrument & Control Oil & Gas Plant & Equipment (Protection & Detection Systems)




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

*The requirements for Assessors and Internal Verifiers are defined in the OPITO Oil and Gas Industry Competence Assessment and Verification Guidelines.


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


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 Assessor’s 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 Candidate’s own work e.g. job reports, maintenance checklist

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 Candidate’s evidence, ensuring assessment methods are valid, reliable, equitable and fair

record the sources of evidence and assessment decisions

identify any gaps in the Candidate’s competence and suggest ways of gathering additional evidence

provide the Candidate with feedback on the assessment decisions.

The Candidate’s role is to:

prepare for assessment - ensure that the requirements of the Occupational Standard(s) and the individual’s 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.



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 majority of the evidence used to assess competence should be naturally occurring and generated from the Candidate’s 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 procedures, 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. Examples of assessment requirements for an Oil and Gas Level 2 Occupational Standard and an Oil and Gas Level 3 Occupational Standard are outlined on the next 2 pages.



Extract from Oil and Gas Level 2 Occupational Standard: Carry out Routine Maintenance on Mechanical Oil & Gas Plant & Equipment (Prime Movers)

Assessment Assessment GuidanceAssessment approaches

This Occupational Standard must be assessed in the workplace in accordance with worksite operational requirements and procedures.

Product evidence (e.g. maintenance checklists, job records, handover reports) should be used to provide evidence of work carried out – this could include work already completed.

Observations by competent Assessors while Candidates perform tasks in the workplace should also be carried out and recorded on observation checklists.

Safe working practices and effective working relationships should form part of observation checklists when assessing Candidates’ performance.

Product evidence and observations should be supported by questioning to ensure that Candidates have the required knowledge and understanding.

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 Performance Criteria.

Evidence requirements

Assessment evidence should include (but not limited to): an observation for each of Outcomes 1, 2 and 3 - observation checklists should

include safe working systems and working relationships product evidence that a range routine maintenance activities have been carried

out on examples of plant/equipment from 2 of the following plant/equipment types: diesel engines - on at least 3 occasions power generation gas turbines - on at least 3 occasions air compressors - on at least 3 occasions

evidence that maintenance activities have been carried out in the workplace over a time period of a minimum of 3 months

record of questioning.



Extract from Oil and Gas Level 3 Occupational Standard: Diagnose Maintenance Requirements of Electrical Oil & Gas Plant & Equipment (Electrical Distribution Systems)



Product evidence (e.g. diagnostics assessments and records) should be used to provide evidence of work carried out.



Product evidence and observation should be supported by questioning to ensure that Candidates have the required knowledge and understanding.





include safe working systems and working relationships product evidence that diagnosis of maintenance requirements has been carried

out on examples of plant/equipment from the following plant/equipment type: electrical distribution systems - on at least 3 occasions

plus either cells & batteries and uninterruptable power supply systems - on at least 3

occasionsor

heating ventilation and air conditioning equipment - on at least 3 occasions evidence that diagnostic activities have been carried out in the workplace over a

time period of a minimum of 3 months record of questioning.



Observation

The bulk of the evidence of a Candidate’s competence should be generated by an Assessor observing the Candidate in the workplace carrying out normal maintenance activities. The use of a simulated work place or simulated assessments should only be used in exceptional situations. It is recommended that the use of simulation should be discussed with the OPITO Auditor.

A minimum of 3 observations must be carried out as Candidates carry out normal maintenance activities. The observations should include safe working systems and working relationships, as well as the practical maintenance skills. Additional observations may be carried out as required.

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 carrying out maintenance tasks Candidates may work with more than one type of equipment. The Assessor should use these opportunities to integrate assessments across more than one Occupational Standard wherever possible.

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 performed infrequently. 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

Whilst carrying out maintenance operations a Candidate will generate a considerable amount of information in both paper and electronic formats that support maintenance activities. This may be used by the Assessor to provide evidence of both practical skills and the Candidate’s knowledge and understanding of maintenance operations and is termed ‘Product Evidence’.

If the Candidate is working in a team it is essential that any product evidence is directly attributable to the Candidate.

Product evidence of work carried out could include authenticated evidence of maintenance tasks carried out by the Candidate over the previous 3 to 6 months.



Product evidence relating to maintenance activities could include, but is not limited to:

maintenance checklists

maintenance logs

maintenance reports

work logs

job records

handover reports

diagnostics assessments and records

raising of work packs

red-lining of procedures and work instructions

entries in the maintenance management system

emails relating to the raising of queries and operational updates

requisitions for parts and labour

marking up of P&IDs

risk assessments

permits to work

notes of toolbox talks (TBT) showing proactive contribution by the Candidate

minutes of operational meetings showing proactive contribution by the Candidate

minutes of team meetings showing proactive contribution by the Candidate

safety observations

stop cards

recommendations for changes to maintenance practices

vendor’s records and reports.



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 maintenance 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 workings of plant and equipment and potential faults.

Some of the knowledge requirements refer to underpinning maintenance principles and are common across several of the Occupational Standards – this is illustrated on the next page for the Occupational Standards relating to routine maintenance. This knowledge only has to be assessed on one occasion. Other knowledge requirements will be specific to the plant/equipment. This is illustrated in the extract from the Occupational Standard relating to Carry out Routine Maintenance on Mechanical Oil & Gas Plant & Equipment (Prime Movers) 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 Occupational 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 Candidate’s responses.



Examples of common knowledge requirements across all Occupational Standards for routine maintenance (Oil and Gas Level 2)

Maintenance - general

K1.1 maintenance methods and proceduresK1.2 maintenance routines, schedules and timescalesK1.3 maintenance authorisation procedures and limits of responsibility in line with

company and manufacturers’ proceduresK1.4 reporting procedures, documentation, details required by different partiesK1.5 handover procedures for plant/equipment - when handover should occur, why it

is important to confirm the precise moment of transfer, how to confirm the precise moment of transfer

K1.6 quality control proceduresK1.7 materials, tools, equipment and services required for maintenance activitiesK1.8 responsibilities for the care and control of tools and equipment during

maintenance activityK1.9 behavioural and communication expectations for working relationships –

colleagues, line managers and at handoversMaintenance - technical

K2.1 document systems that relate to the maintenance of plant and equipmentK2.2 role and implementation of operational instructions e.g. maintenance schedules,

maintenance checklists, work methods, product worksheets, test checklists, safe working practices checklists

K2.3 content and use of technical guidelines e.g. engineering /technical drawings (schematics/processing and instrumentation diagrams (P&IDs), isometrics), plant layouts, general arrangements, technical specifications/manuals, manufacturers’ specifications/manuals

K2.4 how to access operational instructions and technical guidelinesK2.5 document care and control procedures and responsibilities for ensuring data is

current and that any issues with documentation are reportedK2.6 standards and regulations that relate to the maintenance of oil and gas plant and

equipment, e.g. British Standards, Codes of Practice, International Standards, company specific standards, manufacture specific standards

K2.7 conventions, symbols, legends and abbreviations used within the oil and gas industry

Examples of equipment specific knowledge – in this example for Carry out Routine Maintenance on Mechanical Oil & Gas Plant & Equipment (Prime Movers)

Plant/ equipment

K3.1 function and operation of plant/equipment: diesel engines power generation gas turbines - heavy industrial; aero-derivative air compressors: reciprocating; rotary

K3.2 normal operating parameters and tolerances of plant/equipment listed aboveK3.3 typical routine/planned maintenance required for plant/equipment listed aboveK3.4 maintenance routines/schedules determined by company and manufacturers for

plant/equipment listed aboveK3.5 typical signs of damage/wear/corrosion for plant/equipment listed above



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 the Candidate 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 Candidate’s job experience/history

completion of a relevant qualification/training courses which can provide supporting 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 witness’s 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 and plan for observations. This should be recorded in an assessment plan. An example of an assessment plan is included in Section 7 and a blank 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.



Authentication of a Candidate’s 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 (e.g. supervisor), 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 Oil and Gas Engineering Maintenance.

All organisations wishing to deliver the Global Vocational Qualifications for Oil and Gas Engineering Maintenance must be an OPITO Approved Centre and must meet the requirements of OPITO’s 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 - [email protected]


mailto:[email protected]

Section 5 – Example Occupational Standards

Title Diagnose Maintenance Requirements of Mechanical Oil & Gas Plant & Equipment (Prime Movers)

Summary This Occupational Standard involves: reviewing maintenance history and relevant evidence information/data on the

performance and condition of plant/equipment implementing and interpreting relevant assessments to diagnose maintenance

requirements for prime movers determining feasibility of repair/action required to return plant/equipment to

specification making recommendations for maintenance requirements recording diagnostic activity handing over plant and equipment complying with safe systems of work

Oil and Gas Level This Occupational Standard is at Oil and Gas Level 3.Requirements This Occupational Standard must be assessed in the workplace in accordance with

worksite operational requirements, procedures and safe working practices.References OGOS/L3 – MM10 (H5EC 04) Version 1 – December 2013Outcome Performance Criteria

You must demonstrate and provide evidence that you can:O1

Prepare for diagnostic process

P1.1 obtain and confirm relevant handover and operational instructionsP1.2 comply with relevant risk assessments and ensure that risks and hazards are

as low as reasonably practicableP1.3 participate in briefing sessions for relevant personnelP1.4 ensure that the work area is suitable for diagnostic process and that all

necessary service supplies are connected and ready for useP1.5 obtain and prepare relevant tools, materials and equipmentP1.6 compete relevant paperwork

O2

Carry out the diagnostic process

P2.1 extract and use relevant information from technical guidelinesP2.2 review maintenance history and relevant evidence information/data on the

performance and condition of plant /equipmentP2.3 implement and interpret relevant assessments to diagnose maintenance

requirementsP2.4 determine feasibility of repair/action required to return plant/equipment to

specificationP2.5 record and report diagnosis and recommendationsP2.6 report instances where the diagnosis cannot be completedP2.7 work in accordance with safe systems of work

O3

Complete the diagnostic process

P3.1 confirm that the maintenance activity is complete and handover plant/equipment

P3.2 complete relevant paperworkP3.3 restore the work area to a safe conditionP3.4 store tools, materials and equipment in appropriate locationsP3.5 segregate and dispose of waste material in accordance with procedures


Knowledge Knowledge CriteriaCandidate must provide evidence that they have working knowledge of:

K1 Maintenance - general


company and manufacturers’ proceduresK1.4 reporting procedures, documentation, details required by different partiesK1.5 handover procedures for plant/equipment - when handover should occur,

why it is important to confirm the precise moment of transfer, how to confirm the precise moment of transfer



colleagues, line managers and at handoversK2 Maintenance

- technicalK2.1 document systems that relate to the maintenance of plant and equipmentK2.2 role and implementation of operational instructions e.g. maintenance

schedules, maintenance checklists, work methods, product worksheets, test checklists, safe working practices checklists


K2.4 how to access operational instructions and technical guidelinesK2.5 document care and control procedures and responsibilities for ensuring data

is current and that any issues with documentation are reportedK2.6 standards and regulations that relate to the maintenance of oil and gas plant

and equipment, e.g. British Standards, Codes of Practice, International Standards, company specific standards, manufacture specific standards


K3 Plant/ equipment

K3.1 function and operation of plant/equipment listed in Scope 4 belowK3.2 normal operating parameters and tolerances of plant/equipment listed in

Scope 4 belowK3.3 factors impacting on performance of plant/equipment listed in Scope 4 below

and how to achieve optimum performanceK3.4 types and causes of deviations and faults for plant/equipment listed in Scope

4 below and the relevant actions to take when they occurK3.5 typical maintenance required for equipment types listed in Scope 4 below

K4 Diagnostic processes

K4.1 evidence to be considered when carrying out diagnostics e.g. data, technical specs, fault reports

K4.2 fault finding/diagnostic methods/techniques e.g. monitoring, testing, inspection, failure mode analysis, fault finding, comparison diagnosis, sectional isolation

K4.3 factors impacting on feasibility of maintenance recommendations e.g. implications for work schedules, safety considerations, costs considerations, time considerations, location considerations

K4.4 records to be maintained eg test results, data sheets, diagnostic processes



K5 Safe systems of work

K5.1 responsibilities in respect of health, safety and environment – for own health and safety and the health and safety of others

K5.2 relevant safe working practices, procedures and regulations required within work area, including control of substances, manual handing, working at height

K5.3 methods, procedures, legislation and regulation for waste segregation and disposal

K5.4 required PPE and how to wear and maintain itK5.5 implementation of risk assessment systemsK5.6 work area hazards and how to ensure that risks and hazards are as low as

reasonably practicableK5.7 responsibilities and procedure for raising safety issues and participating in

safety drills and briefingsK5.8 safe use of tools and equipmentK5.9 action to be taken in event of critical and emergency situations

Scope Scope CriteriaS1 Diagnostic

processCandidate evidence should demonstrate the implementation of diagnostic processes - this will typically involve (but not limited to): evidence considered assessments carried out maintenance issues identified records completed feasibility factors considered

S2 Operational instructions/ technical guidelines

Candidate evidence should demonstrate the use of a range of instructions/guidelines – this will typically include (but not limited to): engineering drawings/schematics/processing and instrumentation diagrams

(P&IDs); technical specifications/manuals; manufacturers’ specifications/manuals maintenance checklists, work methods maintenance programmes/schedules

S3 Handover Candidate evidence should demonstrate handover from and to line manager or production/process personnel – it may also involve: handover at shift changes handover during operational conditions handover to other maintenance technicians/specialists

S4 Equipment Plant/equipment to be maintained will typically include (but not limited to): diesel engines power generation gas turbines - heavy industrial; aero-derivative air compressors: reciprocating; rotary

S5 Safe systems of work

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

S6 Working relationships

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

expertiseAssessment Assessment GuidanceAssessment approaches








(Refer to OPITO Oil and Gas Competence Assessment and Verification Guidelines and OPITO Assessment Guidelines for Oil and Gas Maintenance Global Vocational Qualifications for more guidance.)




out on examples of plant/equipment from 2 of the following plant/equipment types: diesel engines - on at least 3 occasions power generation gas turbines - on at least 3 occasions air compressors - on at least 3 occasions

evidence that diagnostic activities have been carried out in the workplace over a time period of a minimum of 3 months

record of questioning.



Title Diagnose Maintenance Requirements of Electrical Oil & Gas Plant & Equipment (Electrical Distribution Systems)

Summary This Occupational Standard involves: reviewing maintenance history and relevant evidence information/data on the

performance and condition of plant/equipment implementing and interpreting relevant assessments to diagnose maintenance

requirements of electrical distribution systems determining feasibility of repair/action required to return plant/equipment to

specification making recommendations for maintenance requirements recording diagnostic activity handing over plant and equipment complying with safe systems of work

Oil and Gas Level This Occupational Standard is at Oil and Gas Level 3.Requirements This Occupational Standard must be assessed in the workplace in accordance with

worksite operational requirements, procedures and safe working practices.References OGOS/L3 – ME13 (H5E3 04) Version 1 – December 2013Outcome Performance Criteria

You must demonstrate and provide evidence that you can:O1

Prepare for diagnostic process

P1.1 obtain and confirm relevant handover and operational instructionsP1.2 comply with relevant risk assessments and ensure that risks and hazards are

as low as reasonably practicableP1.3 participate in briefing sessions for relevant personnelP1.4 ensure that the work area is suitable for diagnostic process and that all

necessary service supplies are connected and ready for useP1.5 obtain and prepare relevant tools, materials and equipmentP1.6 compete relevant paperwork

O2

Carry out the diagnostic process

P2.1 extract and use relevant information from technical guidelinesP2.2 review maintenance history and relevant evidence information/data on the

performance and condition of plant /equipmentP2.3 implement and interpret relevant assessments to diagnose maintenance

requirementsP2.4 determine feasibility of repair/action required to return plant/equipment to

specificationP2.5 record and report diagnosis and recommendationsP2.6 report instances where the diagnosis cannot be completedP2.7 work in accordance with safe systems of work

O3

Complete the diagnostic process

P3.1 confirm that the maintenance activity is complete and handover plant/equipment

P3.2 complete relevant paperworkP3.3 restore the work area to a safe conditionP3.4 store tools, materials and equipment in appropriate locationsP3.5 segregate and dispose of waste material in accordance with procedures



Knowledge Knowledge CriteriaCandidate must provide evidence that they have working knowledge of:

K1 Maintenance - general


company and manufacturers’ proceduresK1.4 reporting procedures, documentation, details required by different partiesK1.5 handover procedures for plant/equipment - when handover should occur,

why it is important to confirm the precise moment of transfer, how to confirm the precise moment of transfer



colleagues, line managers and at handoversK2 Maintenance

- technicalK2.1 document systems that relate to the maintenance of plant and equipmentK2.2 role and implementation of operational instructions e.g. maintenance

schedules, maintenance checklists, work methods, product worksheets, test checklists, safe working practices checklists


K2.4 how to access operational instructions and technical guidelinesK2.5 document care and control procedures and responsibilities for ensuring data

is current and that any issues with documentation are reportedK2.6 standards and regulations that relate to the maintenance of oil and gas plant

and equipment, e.g. British Standards, Codes of Practice, International Standards, company specific standards, manufacture specific standards


K3 Plant/ equipment

K3.1 function and operation of plant/equipment listed in Scope 4 belowK3.2 normal operating parameters and tolerances of plant/equipment listed in

Scope 4 belowK3.3 factors impacting on performance of plant/equipment listed in Scope 4 below

and how to achieve optimum performanceK3.4 types and causes of deviations and faults for plant/equipment listed in Scope

4 below and the relevant actions to take when they occurK3.5 typical maintenance required for equipment types listed in Scope 4 below

K4 Diagnostic processes

K4.1 evidence to be considered when carrying out diagnostics e.g. data, technical specs, fault reports

K4.2 fault finding/diagnostic methods/techniques e.g. monitoring, testing, inspection, failure mode analysis, fault finding, comparison diagnosis, sectional isolation

K4.3 factors impacting on feasibility of maintenance recommendations e.g. implications for work schedules, safety considerations, costs considerations, time considerations, location considerations

K4.4 records to be maintained eg test results, data sheets, diagnostic processes



K5 Safe systems of work

K5.1 responsibilities in respect of health, safety and environment – for own health and safety and the health and safety of others

K5.2 relevant safe working practices, procedures and regulations required within work area, including control of substances, manual handing, working at height

K5.3 methods, procedures, legislation and regulation for waste segregation and disposal

K5.4 required PPE and how to wear and maintain itK5.5 implementation of risk assessment systemsK5.6 work area hazards and how to ensure that risks and hazards are as low as

reasonably practicableK5.7 responsibilities and procedure for raising safety issues and participating in

safety drills and briefingsK5.8 safe use of tools and equipmentK5.9 action to be taken in event of critical and emergency situations

Scope Scope CriteriaS1 Diagnostic

processCandidate evidence should demonstrate the implementation of diagnostic processes - this will typically involve (but not limited to): evidence considered assessments carried out maintenance issues identified records completed feasibility factors considered

S2 Operational instructions/ technical guidelines

Candidate evidence should demonstrate the use of a range of instructions/guidelines – this will typically include (but not limited to): engineering drawings/schematics/processing and instrumentation diagrams

(P&IDs); technical specifications/manuals; manufacturers’ specifications/manuals maintenance checklists, work methods maintenance programmes/schedules

S3 Handover Candidate evidence should demonstrate handover from and to line manager or production/process personnel – it may also involve: handover at shift changes handover during operational conditions handover to other maintenance technicians/specialists

S4 Equipment Plant/equipment to be maintained will typically include (but not limited to): single and 3 phase electrical distribution systems cells & batteries and uninterruptable power supply systems heating ventilation and air conditioning equipment

S5 Safe systems of work

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

S6 Working relationships

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









(Refer to OPITO Oil and Gas Competence Assessment and Verification Guidelines and OPITO Assessment Guidelines for Oil and Gas Maintenance Global Vocational Qualifications for more guidance.)




out on examples of plant/equipment from the following plant/equipment type: electrical distribution systems - on at least 3 occasions

plus either cells & batteries and uninterruptable power supply systems - on at least 3

occasionsor

heating ventilation and air conditioning equipment - on at least 3 occasions evidence that diagnostic activities have been carried out in the workplace over a

time period of a minimum of 3 months record of questioning.



Section 6 – Scope of Engineering Maintenance Standards

Equipment Group Scope Evidence RequirementsElectricalRotating Equipment and Tools

generators and voltage regulation (HV & LV)

single phase and 3 phase AC motors and serviceable components

DC motors electrical hand tools

At least 3 required from scope: generators and voltage regulation (HV & LV) single phase and 3 phase AC motors and

serviceable components DC motorsAdditional: electrical hand tools

Electrical Distribution Systems

single and 3 phase electrical distribution systems

cells & batteries and uninterruptable power supply systems

heating ventilation and air conditioning equipment

At least 2 required from scope: electrical distribution systemsPlus cells & batteries and uninterruptable power

supply systemsOr heating ventilation and air conditioning

equipmentProtection Methods

protection devices of electrical equipment in hazardous areas

circuit protection devices and power protection relays

Level 2 – one required from scopeLevel 3 – both required from scope

Equipment Group Scope Evidence RequirementsMechanicalPrime Movers diesel engines

power generation gas turbines - heavy industrial; aero-derivative

air compressors: reciprocating; rotary

At least 2 required from scope

Transmission Systems and Components

bearings and seals gearboxes and gearing

mechanisms transmission components

including mechanical actuators, belt and chain drives, shafts and couplings and clutches


Distribution Systems

heating, ventilation and air conditioning systems

centrifugal pumps, reciprocating pumps and valves

piping and pipe connections




Equipment Group Scope Evidence RequirementsInstrument and ControlProcess Measurement Systems and equipment

process equipment including measurement instruments for: pressure; level; flow; temperature

process control valves small bore tubing metering devices & fiscal

metering

At least 3 required from scope: process equipment including

measurement instruments process control valves small bore tubingAdditional: metering devices & fiscal metering

Process Control Systems and equipment

programmable logic controller systems

distributed control systems condition Monitoring systems subsea control systems emergency shutdown systems


Protection and Detection Systems

fire and gas detection systems: infra-red, optical and UV flame detectors; smoke detectors; heat detectors; gas detectors

protection methods and instrument equipment in hazardous areas

One from required from scope



Section 7 – Example Assessment Forms

Example Assessment Plan

OPITO Oil and Gas Engineering MaintenanceAssessment Plan

Approved Centre

Candidate NameAssessor Name

Standard Diagnose Maintenance Requirements of Mechanical Oil & Gas Plant and Equipment (Prime Movers)

Outcomes Carry out the diagnostic process

Date of Plan Plan NoDoes the Candidate any special assessment needs?Opportunities for collecting evidence

Assessment methods

Performance Criteria references

Knowledge references

Assessment date(s) and time

Assessment review date(s)/time

Feedback date(s) and time

Candidate diagnosing faults on the power generation system

Observation of the candidate in the workplace

P2.1 to P2.7 of Outcome 2.Also working relationships S6 and Safe Systems of Work S5.

Knowledge sections K1 to K4 with emphasis on K3 (Plant and Equip) and K4 (Diagnostic Processes)

Reports and information supplied to others relating to any diagnosis that cannot be completed together with recommendations

Review of testimonies of others

P2.5 and P2.6 K2, K3 and K4

Operational records and logs generated and submitted by the candidate

Review of logs and records

P2.5 K1.9 and K4.4

Completion by the candidate of a questionnaire derived from the standard question bank

Testing of the candidate’s knowledge and understanding using the standardised question bank

As appropriate

All

Additional comments



Assessor

Signature Date

CandidateComments

Signature Date



Example Observation Record

OPITO Oil and Gas Engineering MaintenanceObservation Record

Approved Centre


Standard Diagnose Maintenance Requirements of Mechanical Oil & Gas Plant and Equipment (Prime Movers)

Outcome Carry out the diagnostic process

Date of Observation Evidence Ref No

Skills/work activities observed: PCs covered Scope coveredThe candidate sourced information from available documents including the Standard Operating Procedure and the maintenance management system for historical information relating to the power generation system.Diagnosis was carried out following a full assessment of the requirements in order to determine any maintenance requirements required to bring the equipment back to normal operating conditions and specification.The results and findings of the diagnosis were recorded and entered into the maintenance management system.On this occasion there were no instances of where the diagnosis could not be completed.The candidate followed the safe systems of work including working at height and manual handling.

P2.1 and P2.2

P2.3 and P2.4

P2.5

P2.6

P2.7

S2

S1

S1

S5

Additional evidence: Criteria covered

Knowledge and understanding inferred during the observation of performanceIt was apparent during the observation of performance that the Candidate had a good knowledge and understanding of safe systems of work, the company’s 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 RecordBehaviours observedThe candidate communicated effectively with the team and those affected by the operations.

S6

Assessor’s comments on performance and feedback to the CandidateSufficient performance evidence was made available during the observation to satisfy the performance evidence requirement of the Outcome.



Assessor

Signature Date

CandidateComments

Signature Date



Example Assessment Report

OPITO Oil and Gas Engineering MaintenanceAssessment Report

Approved Centre


Standard Diagnose Maintenance Requirements of Mechanical Oil & Gas Plant & Equipment (Prime Movers)

O – observationP – product evidenceQ – questionsW – witness testimonyOutcome 1: Prepare for diagnostic process

Ref No. Performance Criteria Achieved Y/N

O/P/ Q/W Evidence / Comments

P1.1 Obtain and confirm relevant handover and operational instructions

P1.2Comply with relevant risk assessments and ensure that risks and hazards are as low as reasonably practicable

P1.3 Participate in briefing sessions for relevant personnel

P1.4Ensure that the work area is suitable for diagnostic process and that all necessary service supplies are connected and ready for use

P1.5 Obtain and prepare relevant tools, materials and equipment

P1.6 Compete relevant paperworkAdditional Assessor comments

Assessor Signature Assessment Date



Outcome 2: Carry out the diagnostic process



P2.1 Extract and use relevant information from technical guidelines

P2.2Review maintenance history and relevant evidence information/data on the performance and condition of plant /equipment

P2.3 Implement and interpret relevant assessments to diagnose maintenance requirements

P2.4 Determine feasibility of repair/action required to return plant/equipment to specification

P2.5 Record and report diagnosis and recommendations

P2.6 Report instances where the diagnosis cannot be completed

P2.7 Work in accordance with safe systems of work

Additional Assessor comments


Outcome 3: Complete the diagnostic process



P3.1 Confirm that the maintenance activity is complete and handover plant/equipment

P3.2 Complete relevant paperwork

P3.3 Restore the work area to a safe condition

P3.4 Store tools, materials and equipment in appropriate locations

P3.5 Segregate and dispose of waste material in accordance with procedures





Knowledge - Maintenance - General

Ref No. Underpinning knowledge/understanding Achieved Y/N Comments

K1 Maintenance methods and procedures

K2 Maintenance routines, schedules and timescales

K3Maintenance authorisation procedures and limits of responsibility in line with company and manufacturers’ procedures

K4 Reporting procedures, documentation, details required by different parties

K5

Handover procedures for plant/equipment - when handover should occur, why it is important to confirm the precise moment of transfer, how to confirm the precise moment of transfer

K6 Quality control procedures

K7 Materials, tools, equipment and services required for maintenance activities

K8 Responsibilities for the care and control of tools and equipment during maintenance activity

K9Behavioural and communication expectations for working relationships –colleagues, line managers and at handovers

Knowledge - Maintenance - Technical


K2.1 Document systems that relate to the maintenance of plant and equipment

K2.2

Role and implementation of operational instructions e.g. maintenance schedules, maintenance checklists, work methods, product worksheets, test checklists, safe working practices checklists

K2.3

Content and use of technical guidelines e.g. engineering /technical drawings (schematics/processing and instrumentation diagrams (P&IDs), isometrics), plant layouts, general arrangements, technical specifications/manuals, manufacturers’ specifications/manuals

K2.4 How to access operational instructions and technical guidelines

K2.5

Document care and control procedures and responsibilities for ensuring data is current and that any issues with documentation are reported

K2.6 Standards and regulations that relate to the



maintenance of oil and gas plant and equipment, e.g. British Standards, Codes of Practice, International Standards, company specific standards, manufacture specific standards

K2.7Conventions, symbols, legends and abbreviations used within the oil and gas industry

Knowledge - Plant/ equipment


K3.1 Function and operation of plant/equipment listed in Scope 4 below

K3.2 Normal operating parameters and tolerances of plant/equipment listed in Scope 4 below

K3.3Factors impacting on performance of plant/equipment listed in Scope 4 below and how to achieve optimum performance

K3.4Types and causes of deviations and faults for plant/equipment listed in Scope 4 below and the relevant actions to take when they occur

K3.5 Typical maintenance required for equipment types listed in Scope 4 of the Standard

Knowledge - Diagnostic processes


K4.1Evidence to be considered when carrying out diagnostics e.g. data, technical specs, fault reports

K4.2

Fault finding/diagnostic methods/techniques e.g. monitoring, testing, inspection, failure mode analysis, fault finding, comparison diagnosis, sectional isolation

K4.3

Factors impacting on feasibility of maintenance recommendations e.g. implications for work schedules, safety considerations, costs considerations, time considerations, location considerations

K4.4 Records to be maintained eg test results, data sheets, diagnostic processes



Knowledge: Process – Safe System of Work


K5.1Responsibilities in respect of health, safety and environment – for own health and safety and the health and safety of others

K5.2

Relevant safe working practices, procedures and regulations required within work area, including control of substances, manual handing, working at height

K5.3 Methods, procedures, legislation and regulation for waste segregation and disposal

K5.4 Required PPE and how to wear and maintain itK5.5 Implementation of risk assessment systems

K5.6Work area hazards and how to ensure that risks and hazards are as low as reasonably practicable

K5.7Responsibilities and procedure for raising safety issues and participating in safety drills and briefings

K5.8 Safe use of tools and equipment

K5.9 Action to be taken in event of critical and emergency situations





Scope


S1

Diagnostic process: evidence considered assessments carried out maintenance issues identified records completed feasibility factors considered

S2

Operational instructions/ technical guidelines:Range of instructions/guidelines: engineering drawings/ schematics/ processing and

instrumentation diagrams (P&IDs); technical specifications/manuals; manufacturers’ specifications/manuals

maintenance checklists, work methods maintenance programmes/schedules

S3

Handover:handover from and to line manager or production/process personnel – plus : handover at shift changes handover during operational conditions handover to other maintenance

technicians/specialists

S4

Equipment: diesel engines power generation gas turbines - heavy

industrial; aero-derivative air compressors: reciprocating; rotary

S5

Safe systems of work: 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

S6 Working relationships: 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



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)



1.1 Make clear efforts to establish and maintain productive working relationships

1.2 Ensure effective communication with colleagues on operational matters

1.3Communicate all relevant information on activities, progress and results to supervisors/managers

1.4 Provide support and advice for colleagues within own area of responsibility.

2.1 Wear correct PPE at all times

2.2 Comply with regulations including control of substances, manual handling, working at height

2.3 Proactively raise safety issues and participate in a safety culture

2.4 Ensure work area is kept clear

2.5 Dispose of waste in accordance with environmental requirements

2.6 Take part in safety drills and briefingsAdditional Assessor comments


OPITO Oil and Gas Engineering MaintenanceAssessment Summary Report

Approved Centre

Candidate NameAssessor NameInternal 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

Signature Date

CandidateComments

Signature Date

Internal VerifierComments

Signature Date

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

OPITO Oil and Gas Engineering MaintenanceAssessment Plan



Approved Centre


Standard

Outcomes

Date of Plan Plan NoDoes the Candidate any special assessment needs?Opportunities for collecting evidence

Assessment methods

Performance Criteria references

Knowledge references

Assessment date(s) and time

Assessment review date(s)/time

Feedback date(s) and time

Additional comments

Assessor

Signature Date

CandidateComments

Signature Date

Unit Achievement Record

OPITO Oil and Gas Engineering MaintenanceAchievement Record

Approved Centre

Candidate NameAssessor NameQualification



Requirement

Standard Assessor’s signature Date



Index of Evidence

OPITO Oil and Gas Engineering MaintenanceIndex of Evidence

Approved Centre

Candidate NameAssessor NameQualificationEvidence Number

Description of evidence Location of the evidence (e.g. Candidate portfolio, electronic, database etc.)

Sampled by the IV (initials and date)

In Observation Record



OPITO Oil and Gas Engineering MaintenanceObservation Record

Approved Centre


Standard

Outcome

Date of Observation Evidence Ref No

Skills/work activities observed: PCs covered Scope covered

Additional evidence: Criteria covered

Knowledge and understanding inferred during the observation of performance

Behaviours observed

Assessor’s comments on performance and feedback to the Candidate

Assessor

Signature Date

CandidateComments

Signature Date



Witness Testimony

OPITO Oil and Gas Engineering MaintenanceWitness Testimony

Approved Centre

Candidate NameWitness NameWitness Details

Standard

Outcome

Date of Testimony Evidence Ref No

Details of testimony: PCs covered Scope covered

Comments (to be written in the witness’s own hand to provide authenticity to the testimony):

Witness

Signature Date

AssessorComments

Signature Date



Question Record

OPITO Oil and Gas Engineering MaintenanceOral Question Record

Approved Centre

Candidate NameAssessor NameQualification

Evidence Ref No

Question Number

Question (include details of when asked) Candidate Response Knowledge Criteria

Assessor

Signature Date

Candidate

Signature Date


Occupational Standards for Oil and Gas Engineering Maintenance

Documents

Transcript of Occupational Standards for Oil and Gas Engineering Maintenance