Operator Qualification Plan

TDW Pub. No.
70-223-0201
Origination Date: April 27, 2001
Fifth Revision: April 1, 2011
TDW Services, Inc.
Operator Qualification Plan
Meets Requirements for:
TDW Quality Management Systems per ISO 9000
Pipeline Industry Standards
DOT Pipeline Safety Operator Qualification Rules
Approval by:
TDW Services - Manager, Central Services
TDW Pipeline Services Operation Manager
TDW Services - Applicable Regional Manager
TDW Services - Manager, Technical Services
TDW Services - Applicable Service Center Manager
TDW Services - Global Training Manager
TDW Quality Assurance Manager
TDW Operator Qualification Compliance Manager
TDW Pipeline Services Safety & Training Coordinator
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Table of Contents
Paragraph Title Page
1.0 Purpose 1
1.1 T.D. Williamson, Inc. Policy 1
1.2 U.S. Department of Transportation Pipeline Safety Regulations 1
1.3 Other Government Regulations 1
1.4 ISO 9000 1
1.5 ASME B31Q 2
2.0 Scope 2
3.0 Definitions 2
3.1 Covered Task List 6
4.0 Evaluation Process 6
4.1 Methodology 6
4.2 Abilities Required 6
4.3 Overview 7
4.4 On-the-Job TrainingThe Knowledge/Skills Inventory 7
4.5 Technician Training Schools 7
4.6 Initial Technician Approval Process and Board Review 8
4.7 File Location 8
4.8 Schedule Monitor/Record Keeper 9
5.0 Suspension and Revocation 9
5.1 Suspension 9
5.2 Procedure Following Suspension of Qualification 9
5.3 Reinstatement 10
5.4 Revocation 10
6.0 Communications of Qualification Revisions 10
7.0 Interval for Evaluation and Reevaluation 11
7.1 Subcontractors 11
8.0 Record Keeping 11
9.0 Identification of TDW Field Technicians 11
10.0 Quality Assurance and Program Effectiveness 11
10.1 Review Intervals 12
11.0 Revision History 13
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Appendices
Administration
Appendix 1 Covered Task List 18
Appendix 2 Abnormal Operating Conditions (AOCs) 19
Appendix 3 Prevention of Accidental Ignition of Gas 21
Appendix 4 Technician Badge 22
Appendix 5 Technician Database 23
Appendix 6 Employee Incident Prevention Program 24
Appendix 7 Field Audit Questionnaire 27
Appendix 8 TDW Approved Evaluators 30
Hot Tapping & Plugging
Appendix 9 Knowledge & Skills Inventory 33
Appendix 11 Directed/Observed Form 43
Appendix 12 Field Performance Report 44
Appendix 13 Evaluation Form Hot Tapping & Plugging 45
Composite Wrap Installation
Launch or Receive Pipeline Pigs and Inline Inspection Tools
Appendix 22 Evaluation Form Pigging and Inline Inspection 77
Welding on Pipelines
Appendix 23 Evaluation Form Maintenance Welding on Pipelines 83
Suspension of Qualification Guidelines
Appendix 24 Suspension Guidelines and Form 86
TDW Services, Inc. (TDW)
Operator Qualification Plan
1.0 Purpose
1.1 TDWs Commitment
TDWs Commitment to Quality: At TDW, quality means understanding customer needs
with a focus on meeting their requirements without error, on time, every time. As an
organization, we anticipate and respond to the maintenance needs of owners and
operators of pressurized piping systems worldwide. By dedicating the resources
necessary, our organization commits to making Quality an integral part of our business
operating practices.
This plan establishes the Qualification requirements for TDW technicians to perform
covered tasks on pipeline facilities according to rigorous TDW quality standards.
TDW has maintained a rigorous Technician Qualification program for many years. All
TDW technicians are currently qualified.
Note: TDW is a contractor, not a pipeline owner/operator and cannot by law qualify
TDW technicians. TDW trusts that domestic pipeline owner/operators will accept the
TDW Qualification Program and reference their acceptance.
1.2 U.S. Department of Transportation Pipeline Safety Regulations
This plan meets all Department of Transportation (DOT) Research and Special Program
Administration Regulations in adherence to the Pipeline Safety Act of 1992 and the
accountable Pipeline Safety and Partnership Act of 1996. This plan has been prepared
to meet the minimum requirements specified in 49 CFR Part 192, Subpart N, and 49
CFR Part 195, Subpart G. This plan also follows the Operator Qualification Inspection
Protocol guidelines.
1.3 Other Government Regulations
This plan meets all the requirements required for Operator Qualification by the following
government entities:
State of Illinois Commercial Code Pipeline Safety Regulations Title 83 Chapter 1 Sub-
Chapter D Gas Utilities Part 52a.
1.4 ISO 9000
This plan meets policy and procedural requirements of TDW Quality Management
Systems, which meets or exceeds ISO 9001: 2008 Quality Management standard
requirements for employee training programs. These procedures include identification of
training needs, development of the training plan, verification of conformance to
regulatory, market and organizational requirements, training, documentation of training
received and evaluation of the training.
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1.5 ASME B31Q
This plan uses the ASME B31Q Personnel Qualification Standard as guidance material.
2.0 Scope
This plan will assure pipeline operators who contract with TDW for covered task
services that TDW field technicians are trained in the classroom, tested and observed in
simulated and live situations, and have documented all subcontract records meeting
DOT Operator Qualification requirements and the highest standards in the domestic and
international pipeline industry.
This plan became effective April 27, 2001, and applies to both initial qualification of
trainees and subsequent qualification of veteran technicians. Revisions are noted on the
cover page.
3.0 Definitions
Ability: The mental and physical ability to perform a task.
Abnormal Operating Condition: A pipeline condition, identified by the pipeline
operator, that may indicate a malfunction of a component or deviation from the normal
operations, which may indicate a condition exceeding design limits or result in a hazard
to persons, property or the environment. See Appendix 2.
Affected Individual: An individual who performs a covered task(s) or who has
qualification program implementation responsibility.
AOCs: Abnormal operating conditions.
Approval: The process whereby the individuals successful evaluation and qualification
steps are formally approved by an appropriate Approval Board of TDW management
personnel.
Auditor: A Qualified Technician Director/Observer or Technical Services Management
serving as an Observer.
Covered Task: An action that has been identified and approved by the pipeline
operator that:
1. Is performed on a pipeline facility,
2. Is an operations or maintenance task,
3. Is performed as a requirement of DOT regulations 49 CFR 192 and 195, and
4. Affects the operation, safety or integrity of the pipeline.
Also: Any task that is considered to be covered by the pipeline operator.
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See 3.1 Covered Task List and Appendix 1 for more information.
DI Analysis: An analysis that explores the difficulty (D) and importance (I) of each task.
DIF Analysis: An analysis that explores the difficulty (D), importance (I) and frequency
of performance (F) of each task.
Directed-Observed: The process that allows a qualified individual to provide oversight
to non-qualified and disqualified individuals and to take the appropriate corrective action
as necessary during the performance of the covered task.
Disqualified: An individual who has been previously qualified and able to perform
covered tasks, but may no longer perform the task without being directed/observed by
an individual who is qualified to perform the covered task until the qualification of the
individual in question is reviewed or is re-qualified.
An individual who has not performed a process and/or operated a specific machine for
24 months will be classified as disqualified for that process and/or specific machine. An
individual may be re-qualified for a process and/or specific machine by way of an
evaluation.
Entity: Any individual or organization utilizing any portion of this standard to develop or
implement a qualification program or portion thereof, including pipeline operators,
contractors, subcontractors, service providers, etc.
Evaluation: The process (or processes) that assesses and documents an individuals
qualifications to perform a covered task. The process may entail one or more evaluation
methods and one or more distinct evaluation instruments.
Evaluation Criteria: The specific knowledge and skill an individual must possess and
demonstrate to be qualified to perform a covered task.
Evaluation Instrument: The materials that are used to conduct an evaluation, including
but not limited to: written, oral interview, and performance evaluation materials.
Evaluator: An individual selected or credentialed to conduct performance or oral
interview evaluations to determine if the individual is qualified. See Appendix 8.
Field Performance Report (FPR): A documented problem that occurs on a service job,
which may or may not require corrective action. Not Considered to be an Incident or
Accident. The Field Performance Report is issued when any operational problem
occurs or when a potential problem is discovered and corrected. Any unplanned event
or customer concern, regardless of its significance should be reported with an FPR. See
Appendices 12, 17, and 21.
Incident (Part 191.3): An event that involves the unplanned release of product from a
pipeline and results in a death or personal injury necessitating in-patient hospitalization;
an estimated property damage, including cost of gas lost worth $50,000 or more; or a
condition or event that is significant in the judgment of the operator with or without an
associated release of product. An event that is significant in the judgment of the
operating company, even though it does not meet the DOT criteria above, can be
considered an Incident.
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Incident (Part 195.50 Accident): Reporting Incidents. An Incident Report is required
for each failure in a pipeline system subject to this part in which there is a release of the
hazardous liquid or carbon dioxide transported resulting in any of the following:
(a) Explosion or fire not intentionally set by the operator.
(b) Loss of 5 gallons (19 liters) of hazardous liquid or carbon dioxide.
(c) Escape to the atmosphere of more than 5 barrels (0.8 cubic meters) a day of
highly volatile liquids.
(d) Death of any person.
(e) Bodily harm to any person resulting in one or more of the following:
(1) Loss of consciousness.
(2) Necessity to carry the person from the scene.
(3) Necessity for medical treatment.
(4) Disability which prevents the discharge of normal duties or the pursuit of
normal activities beyond the day of the accident.
(f) Estimated property damage, including cost of clean-up and recovery, value of
lost product, and damage to property of the operator or others, or both,
exceeding $50,000.
An event that is significant in the judgment of the operating company, even though it
does not meet the DOT criteria above, can be considered an Incident.
See Incident
An individual technician who has been involved in an incident or accident will be
suspended immediately and will be drug tested. Notification will be made to the HSE
Department, Service Center Manager, the Regional Manager and Central Services
Group.
Knowledge: A body of information applied directly to the performance of a task.
KSA: Knowledge, skill and ability.
Monitoring: A means of confirming that an individual performs covered tasks in
accordance with applicable standards or procedures.
Non-Qualified: An individual who has not been successfully evaluated and is not able
to perform a covered task without being directed/observed by an individual who is
qualified to perform the task.
On-the-Job Training: Instruction at or near the work setting.
Operator: An individual who performs a covered task; also known as a Technician.
Performance: Demonstration of the knowledge, skills and abilities (KSAs) required to
complete a task.
Pipeline Facility: A pipeline segment that is physically connected to an active pipeline
system regardless of whether or not product is flowing through the pipeline. An
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appurtenance that has been temporarily removed from the system for maintenance is
not considered part of the facility in its removed state.
Proctor: One selected to administer a written examination.
Qualified: An individual who has been successfully evaluated by using the evaluation
methods specified by TDW and is able to properly perform a specified task and
recognize and react to the abnormal operating conditions that may be encountered
during the performance of the task. Pipeline operator personnel and Contractor
personnel must be qualified in accordance with DOT Operator Qualification regulations
in the USA.
Revocation: Cancellation of an individuals qualification to perform an identified
covered task(s).
Safety or integrity: The state of a pipeline being operationally sound (as affected by
maintenance, construction, and operation activities) or having the ability to withstand the
stresses imposed during operations.
Safety Training: The comprehensive process each TDW technician is required to
maintain. Safety training is not a direct requirement of Operator Qualification
Regulations. However, it is a vital requirement of the TDW Operator Qualification Plan.
See Appendix 6.
Skill: The ability to perform mental and physical activities acquired or developed
through training or experience.
Span of Control: The number of non-qualified individuals that a qualified individual can
direct and observe for the conditions under which the task is being performed. The
Qualified person must be able to take immediate corrective action.
Subject Matter Expert (SME): An individual who possesses knowledge and experience
in the process / discipline they represent.
Subsequent Qualification: Re-qualification at required intervals. Evaluations for
subsequent qualification have the same content as initial evaluations, including a written
or oral test and a performance verification by an approved evaluator.
Suspension: Temporary prevention of a qualified individual from performing identified
covered task(s).
Task: A defined unit of work, having an identifiable beginning and end, and specific
actions that are observable and measurable.
Technical Services: The department within TDW with responsibility for technical
integrity or a designated technical authority.
Technician: An individual who performs a covered task; also known as an operator.
Test Proctor: A person designated to assure controlled environment during written
tests. This person is not required to be a qualified technician.
Trainer: An individual who possesses knowledge and experience in the process /
discipline they represent necessary to train others in a particular task.
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Training: Instructing individuals using materials designed to convey the skills and
knowledge necessary to perform a particular task.
Training Program: The written description, processes, procedures, training materials,
and training tests that establish and document training.
3.1 Covered Task List (See Appendix 1)
This plan currently includes the covered tasks listed in Appendix 1. The covered tasks
were identified by meeting the four part test, by consensus of industry groups, and by
consensus of pipeline operators. As contractors, TDW must accept the covered task
determination of pipeline operators.
4.0 Evaluation Process
Persons with the responsibility for evaluating an individuals qualifications to perform
covered tasks will have the required knowledge through education, training or experience
to ascertain the ability of the individual. Persons who observe a Technician or Trainee in
a simulated or live task must be qualified technicians or an established subject matter
expert (SME). See Appendix 8 for current evaluators and their individual credentials.
4.1 Methodology
The methodology for evaluating covered tasks will include all of the following:
1. Written exams
2. Oral exams
3. Observation during:
A. Simulation
B. Live jobs
This plan provides for TDW and third party tests and performance verification forms.
See Appendix 1 (Covered Task List) for source.
TDW Technicians also undergo the following activities to assure technical quality:
1. Mandatory attendance at training sessions.
2. Historic review of work performance.
3. Field audits of live jobs.
4. Review Board after initial qualification / evaluation.
4.2 Abilities Required
The evaluation of qualification will include an individuals ability to:
1. Perform the task.
2. Recognize and react to Abnormal Operating Conditions. See Appendix 2.
3. Perform work requirements in a safe manner.
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4.3 Overview
TDW field technicians receive extensive, on-the-job training, including classroom
training, hands-on training and testing during their trainee status. Trainees also
accompany and observe live jobs conducted by Qualified Technicians. This on-the-job
training process is covered by the appropriate Knowledge/Skills Inventory Form. Each
entry is approved by a Manager / Supervisor, Qualified Technician or Technical
Services Personnel.
Trainees and TDW field technicians attend mandatory technicians schools. Provided by
TDW, these schools are formal and rigorous, and include technical product and
methodology updates.
Re-qualification / evaluation is conducted when expirations are near and follows the
same requirements of initial qualification.
4.4 On-the-Job Training (OJT) The Knowledge/Skills Inventory
This process is documented, on-the-job training, under the supervision of a Qualified
Technician and management. This process includes the following:
1. Equipment operating capability
2. Field training
3. Equipment knowledge
4. Covered task procedures (See Appendix 1)
5. Prevention of accidental ignition of gas (See Appendix 3)
6. Recognition of Abnormal Operating Conditions (See Appendix 2)
7. Safety training (See Appendix 6)
Oral and written tests are administered throughout the process in a proctored and
controlled environment. See specific forms in Appendix 6 for each Technician level on
specific equipment and situations. These forms indicate the progressive equipment and
application requirements for each level.
4.5 Technician Training Schools
This process is conducted under the direction of Technical Services Management, the
Global Training Manager and the Pipeline Services Management Team. Typical
sessions include the following components:
1. Classroom instruction: Includes basic equipment operation, procedural and
technical updates, specific applications and Abnormal Operating Conditions and
Safety Training.
2. Hands-on: Instruction, observation and evaluation in simulated or live situations.
3. Testing: Review and correction under the direction of Technical Services
Personnel with special emphasis on correcting deficiencies within a specified
time frame.
4. Shared technician experience.
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4.6 Initial Technician Approval Process and Board Review
This review and approval process conducted by the appropriate Approval Board
includes the following steps:
1. Complete review of all signatures listed under the Knowledge/Skills Inventory format.
2. Cumulative Qualification testing score of not less than 80 percent. See Appendix 7.
3. Performance verification results.
4. Complete review of Field Performance Reports (FPR). See Appendix 12, 17 and 21.
5. Complete review of Technician Field Audits. Note: At least one Field Audit must
be done on each Technician or Trainee before a position change.
6. Process approval by DOT Compliance Manager
7. Approval Board Members:
TDW Services Manager, Central Services
TDW Pipeline Services Operations Manager
TDW Services Applicable Regional Manager
TDW Services Manager, Technical Services
TDW Services Applicable Service Center Manager
TDW Services Global Training Manager
TDW Operator Qualification Compliance Manager
All members of the Approval Board, after a complete review of the above steps, must
approve each Technician evaluation and qualification. After receiving formal approval,
the Technician is issued a new Qualification badge and the Technician database is
updated. See Appendix 4 and 5.
4.7 File Location
Complete technician qualification files are maintained in Tulsa, Oklahoma, with select
files at each local service center. Files consist of the following documentation:
Knowledge/Skills Inventory
Training Materials
Training and Records
Results of the written or oral test
Performance Verification Form
Communication of Change Affecting Covered Tasks
Field Service Reports
Field Audit Reports
Records of Suspension
Board Approval
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4.8 Schedule Monitor/Record Keeper
The TDW designated administrative assistants, working with local services centers
assures that qualification and re-qualification recordkeeping requirements and
schedules are maintained.
5.0 Suspension and Revocation
The qualification program includes a provision to suspend and reinstate or revoke
qualifications.
Note: See Appendix 24 for details regarding suspension of Qualification Guidelines.
5.1 Suspension
1. When an individuals performance of a covered task contributes to an Incident
(Part 191.3) or an Accident (Part 195.50). See definition of incident and accident
in this plan.
2. If a Qualified Technician goes 24 months without performing a specific task with
specified equipment.
3. When the established cycle for re-qualification of the covered task expires.
4. When an individual fails evaluation or performance requirements.
5. When there is reason to believe an individual is no longer certified to perform the
covered task.
6. When a physical or medical impairment prevents an individual from performing
essential functions of the job. This includes loss of motor skills, loss of vision and
other impairments.
7. When willful or repeated failure to perform in accordance with established
policies or procedures are exhibited by an individual.
8. When an individual receives a suspension of duty for substance abuse.
9. When safety performance is lacking or safe operating procedures are not
followed.
NOTE: A pipeline operator or primary contractor may choose not to use a particular
individual for the current job.
NOTE: Disqualified individuals may perform a covered task when they are being
directed / observed by a qualified individual except when the disqualification is due to a
physical or medical impairment that prevents the individual from performing the
essential functions of the job, or a suspension from duty for substance abuse.
5.2 Procedure Following Suspension of Qualification
1. The suspended individual will be notified immediately.
2. The suspended individuals immediate supervisor will be notified.
3. All appropriate management personnel will be notified.
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5.3 Reinstatement
The suspended qualification will be reinstated when one of the following has been
completed:
1. It is determined that the technician did not warrant suspension.
2. The technician has completed action to resolve the concern leading to
suspension.
3. The qualification has been reestablished through evaluation.
5.4 Revocation
The suspended technicians qualification will be revoked for the following:
1. The suspension concerns could not be resolved.
2. The suspended technician no longer has the ability to perform the task.
6.0 Communications of Qualification Revisions
Circumstances may arise that will require modification and/or subsequent evaluation of
technicians. These circumstances may include, but are not limited to, the following
reasons:
1. Modifications to operator policies or procedures.
2. Changes to state or federal regulations.
3. Use of new equipment and/or technology.
4. Product/equipment recalls and industry alerts.
5. Results of Field Performance Reports.
6. Involvement in incidents.
7. Changes in Abnormal Operating Conditions (AOCs)
8. Significant company changes.
If the impact of the circumstances is considered significant, the qualification process will
be modified and all personnel will be notified and a copy of the communication will be
placed in the file for audit purposes. If the impact of the circumstances is major,
management will direct that individuals be evaluated again.
Communication methods include e-mail, Web-based, fax, or hard copy. Communication
will go to TDW Services, Inc. management, regional manager, service center manager,
coordinator, office manager, Pipeline Services operations manager, and safety and
training manager. Official copies of change documents will be maintained.
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7.0 Interval for Evaluation and Re-evaluation
See Covered Task List in Appendix 1 for qualification intervals.
7.1 Subcontractors
It will be the responsibility of TDW to confirm qualification of all subcontractor operators
at the same level of a TDW technician, and that they meet the Operator Qualification
requirements of the pipeline operator.
8.0 Record Keeping
Qualification records of each technician performing covered tasks will include the
following:
1. Name and Photo
2. Social Security number (or other identifier for international personnel)
3. Employee number
4. Covered tasks for which qualifications are held.
5. Method/s used to evaluate
6. Last evaluation approval date and hire date
7. Person responsible for the evaluation
8. Training history
9. Job history
10. Qualification suspensions, revocations and reinstatement, as well as the action
taken to reinstate qualification.

Records may be originals, copies or electronic. Records will be kept on file for each
individual for five years from the last performance of a covered task. Pipeline operator
may have access to all of the above data on request. Records are kept in Tulsa,
Oklahoma, at division headquarters and at the service center where the technician is
based.
9.0 Identification of TDW Field Technicians
All TDW Services Field Technicians carry a photo ID. Individual technician data is
available upon request.
TDW technician qualifications are also listed with NCCER / ISN and Veriforce. See
Appendix 1.
10.0 Quality Assurance and Program Effectiveness
TDW reviews the following data on an annual basis to assure program quality and
program effectiveness. Review reports are filed with the compliance manager, regional
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manager, TDW Services, Inc. management, Pipeline Services operations manager, and
safety and training manager.
1. Review of jobs performed.
2. Review of Field Performance Reports.
3. Review of the number of Incident Reports, or events that adversely affect the
safety or integrity of a pipeline.
4. Knowledge and skill inventories of each technician.
5. HSE Training.
6. Management Review Boards.
TDW has an ISO-approved Quality Assurance Program, which assures a flow of
information to all.
10.1 Review Intervals
At a minimum, TDW will review the above measures at 12-month intervals.
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11.0 Revision History
Document Control Revision History
Page Reason for Change Rev. Reviewer Date Revised
Original Document 0 New
1 10/15/05
2
3
4 8/13/09
17 Added Revision History 5 4/1/11
13 Added Note in 5.0 (Suspension Guidelines) 5 4/1/11
75 & 76 Added Appendix 23
5 4/1/11
Signature: Date:
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Appendices
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16
Administration
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8
APPENDIX 2
Abnormal Operating Conditions (AOCs)
INTRODUCTION
The United States Department of Transportation, in adherence to the Pipeline Safety
Act of 1992 and the accountable Pipeline Safety and Partnership Act of 1996, requires
maintenance personnel to recognize and react properly to abnormal operating
conditions.
Abnormal operating conditions are defined as a pipeline condition identified by the
operator that may indicate a component malfunction, or a deviation from normal
operations. The malfunction or deviation may:
1. Indicate a condition exceeding design limits; or
2. Result in a hazard(s) to persons, property, or the environment.
TDW technicians should recognize the following conditions as being abnormal:
1. Apparent unplanned release of a pipeline fluid (gas or liquid). T.D. Williamson hot
tapping and plugging equipment is designed to contain pressurized products.
2. Fire or explosion.
3. Obvious misalignment of the equipment attached to the pipeline facility (fittings,
valves, adapters, tapping machines, plugging machines, clamps, etc.).
4. Out-of-date elastomers.
5. Malfunction of the equipment or fittings attached to the pipeline facility.
6. Presence of pipeline pressures exceeding the design limits of the fittings or
equipment.
7. Unplanned flow rates.
8. Obvious physical damage to equipment or the pipeline facility.
9. Activation of safety devices.
10. Unplanned status (start up, shut down, open valves, etc.).
11. Interruption of communication.
12. Inadequate odorization of gas or reports of odor.
13. Actual pipeline conditions differ from information on technicians job info sheet.
When abnormal operating conditions exist, the Technician shall:
1. Stop operations and inform project site manager.
2. Follow safety regulations and procedures agreed to with the Pipeline Operator
prior to the operation.
3. Take appropriate corrective actions.
4. Inform project site manager and stop working on his portion of the job if the
above steps have not corrected the condition.
TDW Services Technicians are trained to recognize abnormal operating conditions.
Detailed information on Abnormal Operating Conditions is contained in TDW Services
training materials for specific machines and applications.
19
TDW technicians are evaluated with NCCER AOC General #AOC FIELD and with
Prevention of Accidental Ignition of Gas.
TDW technicians are trained with a complete Health, Safety and Environmental
Package.
20
APPENDIX 3
Prevention of Accidental Ignition of Gas
TDW Services training is based on TDW CT50 and EWEBOQ materials for Prevention
of Accidental Ignition of Gas Modules.
21
APPENDIX 4
Technician Badge
Below is a sample technician badge.
22
APPENDIX 5
Technician Database

TDW Services, Inc.
Qualified Pipeline Technician
Name: ___________________________ Technician Level: ____________
Employee #: ________________
Current Covered Tasks:
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
________________________________________

Current Certification Date: _____________ Initial Certification Date: _________
Certified By:________________________ Title: ________________________
Certification Method: Oral Test, Written Test, Observation, Work Record
Equipment Certifications: See Knowledge Skill/Inventory Forms
Job History: See Knowledge Skill/Inventory Forms
Training History:
Training Title Training Date
23
APPENDIX 6
Employee Incident Prevention Program
This Employee Incident Prevention Program has been developed for the safety of TDW
Services employees and consists of the following components:
1. Statement of Corporate Commitment to Health, Safety and the Environment (HSE).
This statement outlines TDWs commitment to our personnel, customers and
community.
2. TDW Services provides annual HSE training in a variety of safety subjects to meet
TDW, OSHA and DOT requirements associated with our work. See Required Training
Programs below.
Required Training Programs:
Asbestos Awareness
Basic Rigging Safety
Benzene Safety
Blood borne Pathogens
Compressed Gas Cylinders
Confined Space Entry
Crane Safety
Driver Training
Electrical Safety (non-qualified)
Environmental Awareness
Excavation Safety (shoring)
Fall Prevention/Control
Fire Prevention/Control
First Aid/CPR
Forklift Safety
Hand and Power Tool Safety
Hazard Communication
HAZWOPER
Heat Stress
Hearing Conservation
Hotworks Permits
Housekeeping
Hydrogen Sulfide
Incident Reporting/Investigations
Ladder Safety
Lifting Safety (back injury prevention)
Lockout/tagout (Energy Isolation)
24
Materials Handling and Storing
Personal Protective Equipment
Prevention of Slips, Trips and Falls
Respiratory Protection
Safety Orientation
Scaffolding Safety
Supervisor HSE Management
Unsafe Condition Reporting (Hazard Identification/Near-Miss)
Vehicle Safety
3. TDW Services HSE Manual.
The HSE Manual, issued with a revision date, represents the most current formal HSE
program information. The TDW HSE Manual is available in CD-ROM format or on the
TDW internal Web site, InfoWorld.
The HSE Manual Table of Contents is as follows:
Corporate Commitment to HSE.
Incident Investigation Policy.
Abrasive Wheel Program.
Asbestos Program.
Assured Grounding Program.
Benzene Safety Program.
Blood borne Pathogen Program.
Compressed Gas Program
Contractor Management Program.
Corrective Action/Disciplinary Program.
Excavation Safety Program.
Fall Protection Program.
Fire Safety Program.
Hazard Communication Program.
HAZWOPER, Emergency Response Program.
Hazard Identification/Near-Miss Reporting.
Hearing Conservation Program.
Heat Stress Safety Program.
Hoisting Equipment Program.
Housekeeping Program.
HSE Meeting Policy.
HSE Performance Goals Policy.
25
Hydrogen Sulfide Safety Program.
Lead/Cadmium Awareness Program.
Management of Change Program.
Medical Services/First Aid Program.
Metals Exposure Program.
NORM (Naturally Occurring Radioactive Materials) Program.
OSHA Inspection Policy.
Personal Protective Equipment (PPE) Program.
Powered Industrial Lift Truck (Forklift) Program.
PSM (Process Safety Management) Program.
Respiratory Protection Program.
Safe Works Program
34.1 Confined Space Program.
34.2 Hot Work Program.
34.3 Lockout/Tagout, Control of Hazardous Energy Program.
34.4 Permit Form.
Scaffolding and Ladder Guidelines.
Short Service Employee Program.
Toxic Substance Control Program.
Vehicle Safety Program.
It is the responsibility of T.D. Williamson, Inc. management to assure that these
programs are implemented and enforced at all T.D. Williamson, Inc. facilities.
The Health, Safety and Environment Department, reporting directly to the VP Human
Resources, will audit T.D. Williamson, Inc. facility operations and direct management
towards achieving compliance with the HSE Programs and employee training
requirements.
TDW Field Technicians are required to complete a Pre-Job Site Risk Assessment using
the appropriate HSE form before each job.
26
APPENDIX 7
Field Audit Questionnaire (All Tasks)
TDW Services
Pre-Audit Information Requirements
Conducted by TDW Technical Services Personnel
No DirectionObserve Only
Job Number __________________________ Date ________________
Technician __________________________ Customer ___________
Customer Contact _____________________ Phone _______________
Address
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
Job Location
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________

Brief Job Description
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
Remarks: (Weather, Job Site Conditions, Other)
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
27
APPENDIX 7 (Continued)
Field Audit Questionnaire (All Tasks)
TDW Services
List any procedures or actions of technician that should be considered for inclusion in
the standard procedures.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
____________________________________________________________
List any procedures or actions of technician you disapprove of and why.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
____________________________________________________________
List any equipment or combinations of equipment that might be unusual but made the
job easier.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
____________________________________________________________
List any equipment that you consider needs special attention and why.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
____________________________________________________________
General Remarks:
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
____________________________________________________________
28
TDW Services
General Comments on Technician & Equipment (All Tasks)
Yes No
Does technician wear all required personal protective safety equipment as
applicable?
Does technician wear TDW uniform?
Is the uniform clean? (Give adequate consideration to site conditions, etc.)
Is the TDW vehicle clean? (Give adequate consideration to site conditions,
etc.)
Does technician have all safety equipment per Technician Manual Section
19.14.2?
Is the service equipment clean?
Is the appearance of the equipment satisfactory?
Did TDW present a professional image?
29
APPENDIX 8
TDW Approved Evaluators
(Revised April 1, 2011)
Al Butler Associates Degree from Tulsa Community College, 25 years industry
experience as a geometry pig field technician, pig tracker technician,
leak detection technician, corrosion detection technician, factory field
representative and troubleshooter. Approved OQ Evaluator by TDW,
NCCER and Veriforce.
Brent Deaville Nashville Automotive/Diesel and Welding College Certificate, Louisiana
Licensed Plumber, 20 years experience with TDW as a hot tapping and
plugging technician, project coordinator, Master Technician and
Trainer/Evaluator. Approved OQ Evaluator by TDW, NCCER and
Veriforce.
Tom Giles 9 years as oil field technician, 21 years experience with TDW as
machinist, buyer, customer service representative and hot tapping and
plugging technician. Approved OQ Evaluator by TDW, NCCER and
Veriforce.
John Morrow BS Oral Roberts University, MBA, 15 years experience, Qualified
Pipeline Services Project Manager, Approved Customer Trainer,
NCCER Approved Evaluator.
Jackie Morton 20 years experience at TDW as Customer Trainer and hot tapping and
plugging technician. Approved OQ Evaluator by TDW, NCCER and Veriforce.
Lloyd Pirtle BS Texas A&M University, 5 years experience, Qualified Pipeline
Services Project Manager, Approved Customer Trainer, NCCER
Approved Evaluator.
Lee Shouse BS University of Oklahoma, 25 years experience, Qualified Pipeline
Services Field Operations Manager, Approved Customer Trainer,
NCCER Approved Evaluator.
Tanner Tibbets 10 years experience, Qualified Pipeline Services Field Superintendent,
Approved Customer Trainer, NCCER Approved Evaluator.
Darrel Trout 20 years experience at TDW as Customer Trainer and hot tapping and
plugging technician, PE pipe welder. Approved OQ Evaluator by TDW,
NCCER and Veriforce.
30
31
32
APPENDIX 9
Knowledge & Skills Inventory
KNOWLEDGE/SKILLS INVENTORY (Hot Tapping & Plugging) Name:
Hot Tapping Technician (Hot Tap Only)
HT&P Application Orientation: Gain operator capability through intensive field training.
Equipment: Sales Order Job Description Supervisor Date
T-101
Model 360
Model 660/760
Model 1200
Model T-203
Plate Taps
Pipeline Medium PressureTemperature
Gas
Liquid
LPG
Hi-Flow
Other
Equipment Orientation: Identify and describe the major components of the equipment.
Equipment: Approval* Date
T-101
Model 360
Model 660/760
Model 1200
Model T-203
Cutters
Equipment Orientation: Describe the operation and procedures a technician will follow for
service jobs requiring the following equipment or applications.
T-101
Model 360
Model 660/760
Model 1200
Model T-203
Plate Taps
Approval* = Approved by Master Technician or Technical Services personnel
TDW Services
TDW SERVICES - 235
(Rev. 6/03)
33
KNOWLEDGE/SKILLS INVENTORY (Hot Tapping & Plugging)
Hot Tapping and PluggingTechnician
Equipment:
Sales
Order Job Description Supervisor Date
SHORTSTOPP
60 Plugging Machine
SHORTSTOPP
275 Plugging Machine

SHORTSTOPP
II Plugging Machine
SHORTSTOPP
300D Plugging Machine

STOPPLE
Plugging < 500 psi

Tapping >1000 psi
Pipeline Medium Pressure Temperature
Gas
Liquid
LPG
Hi-Flow
Other
SHORTSTOPP
60 Plugging Machine
SHORTSTOPP

SHORTSTOPP
II Plugging Machine
SHORTSTOPP

SANDWICH
Valve
SHORTSTOPP
60 Plugging Machine
SHORTSTOPP

SHORTSTOPP
II Plugging Machine
SHORTSTOPP

SANDWICH
Valve
TDW Services
TDW SERVICES - 235
(Rev. 6/03)
34
Hot Tapping and Plugging Technician Level 1
Equipment:
Sales
T-203
Angle Tap
Plate Tap
Model 1200
Taps > 400 F
STOPPLE
Plugging > 500 psi

Pipeline Medium Pressure Temperature
Gas
Liquid
LPG
Hi-Flow
Other
T-203
Model 1200
Angle Tap
Plate Tap
SHORTCUTT
Valve
SANDWICH
Valve
T-203
SHORTSTOPP
275/500
Angle Tapping
Plate Tapping
TDW Services
TDW SERVICES - 235 (Rev. 6/03)
35
Hot Tapping and Plugging Technician Level 2
Model 1220 Plugger 1
STOPPLE
Plugging > 1000 psi

Intermediate-Temp job < 400 F
Gas
Liquid
LPG
Hi-Flow
Other
Model 1220 Plugger
Model 1200
STOPPLE
Plugging > 500 psi

TDW Fittings: Assembly components and basic codes
Model 1220 Plugger
STOPPLE
Plugging >500 psi

TDW Services
TDW Services - 235 (Rev. 6/03)
36
Hot Tapping and Plugging International Master Technician
Equipment:
Sales
STOPPLE
Plugging > 36"

Folding Plugger > 24"
Tapping >500 psi
STOPPLE
Plugging >500 psi

Special Applications
Troubleshooting
Gas
Liquid
LPG
Hi-Flow
Other
Equipment Orientation: Qualify performance of maintenance and repair and diagnostics.
Equipment Approval* Date Equipment Approval* Date
Folding Plugger
STOPPLE
Plugging > 36"

High-Temperature job (all)
904
Tapping >500 psi
STOPPLE
Plugging > 36"

904
Folding Plugger
TDW Services
37
Hot Tapping and Plugging Master Technician
High-Temperature job > 400 F
High-Temperature job > 400 F
Large Diameter Folding Plugging >30"
STOPPLE
Plugging > 36"

STOPPLE
Plugging >500 psi

Tapping >1200 psi
Freeze Plug
Special Applications
Troubleshooting
High-Temperature job < 4" ; >14"
Gas
Liquid
LPG
Hi-Flow
Other
Equipment Orientation: Qualify performance of maintenance and repair and diagnostics.
Equipment: Approval* Date Equipment: Approval* Date
904
Freeze Plug
STOPPLE
Plugging >500 psi

STOPPLE
Plugging > 36"

Tapping > 1480 PSI
Freeze Plug
Troubleshooting
Approval* = Approved by Technical Services personnel
TDW Services
38
APPENDIX 10
Field Audit Questionnaire for TDW Services
Technicians Performing Work on Job Site
PURPOSE
To verify that at certain intervals the technicians, while working in the field covered
tasks, follow the instructions as provided by TDW manuals and procedures. Variations
will be listed and need to be discussed with the immediate supervisor and the technician
who performed the job.
Yes No
1. Has technician received proper instructions from his immediate
supervisor?
2. Does technician have a clear understanding of what the job
entails?
3. Has technician discussed the project with the customer, and is
there a clear understanding of what is expected from TDW and from
the customer?
4. Has technician reviewed HSE issues by completing TDWs Pre-
Job Site Assessment form and received clearance from the
customers Safety Representative?
5a. Has fitting installation received inspection, including pressure
test?
5b. Is there written evidence of a pressure test? If not, technician
has to initiate this test.
6a. Has technician checked for proper installation (gaskets, correct
centering) of equipment, including SANDWICH
Valve and cutter?

6b. In the case of LOCK-O-RING
Flanges, has technician checked

free movement of LOCK-O-RING
Segments, counted turns of

segment screws, took dimensions of face of flanges, and properly
listed on measuring card?
7. Is TDW equipment in proper condition? (This reflects the care at
the Service Center and transport.)
39
Appendix 10 (Continued)
Field Audit Questionnaire/TDW Services Technicians
(Hot Tapping & Plugging)
Yes No
8a. Are manuals available with technician?
8b. Does technician use them?
9. Check that measurement cards are being used and dimensions
properly taken and filled out on the card.
10. Check for proper alignment of tapping machine.
11. Correct cutter speed in relation to cutter size.
12. Proper purging of adapter.
13a. Is tapping machine working correctly?
13b. Is maintenance required?
14. Does technician keep contact with customer during work and
advise him of progress? Also, observe in what manner he does keep
this contact.
15. After completion of hot tap, is proper care taken while venting
tapping adapter?
16. Was the proper sequence of steps followed in reentry /
LOCK-O-RING

Plug recovery?
17. When a STOPPLE
plugging operation is required, check for

installation of STOPPLE
equipment.
18. Is sealing element correct I.D., based on information from
customer and coupon?
19. Is oil leaking out of observation hole on hydraulic cylinder?
20. Are bypasses (if installed) opened before STOPPLE
Plugging
Heads are set in line and air properly vented?
21. Is the setting of the plugging heads performed as described in
the manual Pub. No. S2A (i.e., use of bar clamp and possible
movement of bar while venting isolation section)?
22a. Is isolated section properly vented to atmosphere?
22b. Has it been discussed with customer so that no hazardous
gases are vented in the atmosphere without customer approval?
40
Audit Questionnaire/TDW Services Technicians
Yes No
23a.Before pipe is cut, has there been a check for leakage past the
sealing elements; and, if so, what has been done to correct it?
List Corrective Actions:
23b. Has the cold cutting operation been discussed with the
customer before the cut begins?
24. Does the customer check for explosion-proof condition before
welders make tie-in? (This is a customer responsibility, but a
comment from the technician in case this is not done would prove to
be very helpful).
25. After customer has performed tie-in work, does technician use
proper method of line fill and pressure equalization?
26. Check for correct sequence of STOPPLE
Plugging Head
removal.
27. Closing of SANDWICH
Valves.
28. Proper de-pressurizing of bypass (if any).
29. De-pressurizing of STOPPLE
Plugging Head Housing.

30. Proper preparation of LOCK-O-RING
Plug installation in tapping

machine adapter.
31. Checking and listing the correct dimension on card in regard to
LOCK-O-RING
Plug setting.
32. Check to see that Technician has LOCK-O-RING
Plug
completely retracted into the tapping adapter.
33. Is there an external bypass?
34. Does technician use procedures as listed in technician manual?
35. Check to see if SHORTPLUG
or LOCK-O-RING
Plug is in
secure position (down and final up).
41
Field Audit Questionnaire/TDW Services Technicians
Yes No
36. Pressure venting of adapter after bypass is closed off.
37. Dismantling of equipment and review with customer. (Comments,
etc., received by customer should be listed, positive and negative.)
Auditor: ____________________________ ____________
Signature Date
Supervisor: _________________________ ____________
Signature Date

42
APPENDIX 11
Directed/Observed Form (Hot Tapping & Plugging)
TDW SERVICES Technician Skills Report
Part of OJT
To: From: Date:
Technician: ___________________________ SO#:____________________________
Customer: _________________________ Location:_________________________
Job Description: _______________________
Review Project with Customer:
______________________________________________________________________
Moving Equipment:
______________________________________________________________________
Mounting Equipment:
______________________________________________________________________
Making Taps:
_________________________________________________________________
Assembling STOPPLE

Plugging Head:
______________________________________________________________________
Setting STOPPLE

Plugging Head:
______________________________________________________________________
Pulling STOPPLE

Plugging Head:
______________________________________________________________________
______________________________________________________________________
Setting Plug:
_____________________________________________________________________
Removing Equipment:
______________________________________________________________________
Measurement Card:
______________________________________________________________________
Comments:
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
cc: Technician/Coordinator/Technical Services/Master File
__________________________________________________
Observer Signature
43
APPENDIX 12
Field Performance Report Hot Tapping & Plugging
# ____________________________________
DATE: _____________________________ CUSTOMER: __________________________
_____________________________________
INITIATOR: _________________________ JOB DESCRIPTION: ____________________
_____________________________________
SALES ORDER# ____________________
A. Nature of Problem (to be completed by Initiator):
B. Probable Root Cause: (to be completed by Service Center Manager or Designee):

C. Corrective/Preventive Action Required: (to be completed by Service Center Manager or Designee)
Yes No
Implementation By_ ___________________ Effective Date__ ______________________
Corrective/Preventive Action: _________________________________________________

D. Corrective/Preventive Action Implemented: (to be completed by Director, Technical Solutions or Designee)
_______ Suitable & Effective:________
Incident Report Codes: (to be completed by Director of
Technical Solutions or Designee)
Distribution:
TDW Services Manager, Central Services Hot Tap ________ Equipment Set Up
TDW Pipeline Services Operation Manager STOPPLE
________ Jobsite
TDW Services Applicable Regional Manager Plug Setting ________ Conclusions
TDW Services Manager, Technical Services Coordination ________ Originator
TDW Services Applicable Service Center Manager ORIGIN: I (Internal) E (External)
TDW Services Global Training Manager
TDW Quality Assurance Manager ______________________________________________
TDW Operator Qualification Compliance Manager Signature
44
This form is to be used for the advancement From Tech Trainee to Hot Tap Technician
Name: Date:
Total Evaluation: 0
Current Job Title
Requested Job Title
Comments:
Action Plan:
1
2
3
APPROVAL BOARD:
Regional Manager
Service Center Manager
Central Services Engineering/Manager
Quality Assurance
Operator Qualification Trainer / Evaluator
Global Training Manager
HTP-12
Attachment 6.1 (B)
TDWS-228
(Rev. 11/10)
Specific Reasons This Person is Ready for Promotion
Specific Actions to be taken for future promotion or to address
performance deficiencies.
TDW TECHNICIAN PROMOTION EVALUATION FORM
To Be Completed by the Service Center Manager
45
Technician Evaluation: Date:
SKILLS PERFORMANCE WEIGHTED VALUE
Job Performance 0 X 35% = 0.0
Test Scores 0 X 25% = 0.0
Customer Relations 0 X 25% = 0.0
Attitude 0 X 10% = 0.0
Communication 0 X 5% = 0.0
JOB PERFORMANCE (35% OF Total Rating)
A. 0
B. 0
C. 0
D. 0
E. 0
TEST SCORES (25% of Total Rating)
A.
B. 0 Test Score -
Ambassador Training for Technicians New to TDW (Safety, Value System, OQ, ISO, Legal
Issues, HR Issues, Finance, Reports & FPR's) - Yes or No
Hot Tapping Test (Ave.of HT1 and HT2)
3 0 Serious Concern
Maintains knowledge and practices all TDW HSE requirements in the shop and completes Job
Safety Analysis forms as needed. (Score 0 through 10) (Completed by Manager.)
Maintains knowledge and practices all TDW HSE requirements in the field and completes Pre-
Job Safety Assessment form for all jobs. (Score 0 through 10)(Completed by Trainer/Mentors in
field)
1 6 Monitor
2 3 Some Concern
# of Tech Error FPR's Score Response
0 10 Our Target Goal
NOTE: COMPLETE ALL AREAS HIGHLIGHTED IN YELLOW
0
Able to do standard jobs satisfactorily-may not be able to handle variables-Jobs selected by SC
Manager (Score 0 through 10)
Conscientiously operates HT&P Equipment, Trucks, and Hand Tools in such a way as to
conserve TDW capital. (Score 0 through 10)
Technician Errors Recorded on FPR's
46
CUSTOMER RELATIONS (25% of Total Rating)
Score
A. 0
B. 0
ATTITUDE (10% of Total Rating)
A. 0
B. 0
C. 0
D. 0
COMMUNICATION and ADMINISTRATION (5% of Total Rating)
A. 0
B. 0
80%
80% HOT TAP TECHNICIAN TOTAL EVALUATION
Administration Scoring (Accurate and Timely Completion of Reports - FPR's, Job Paperwork,
Expense Reports, Training Forms) (Score 0 through 10)
Career Plan (Optional)- Give as much detail as possible
PASSING SCORES
WRITTEN TEST SCORES: FOR ALL LEVELS
Seeks ways to improve their and/or TDW performance (Score 0 through 10)
Manages Expenses, Credit Card Account and Travel Arrangements. (Score 0 through 10)
Obeys Orders / Commands (Score 1 through10)
Cooperation (Score 0 through 10)
Self-starter - Looks for work to do in the Shop or Field, whether it is "Their Job" or not.
(Score 0 through 10)
1 3
0 0
3+ 10
2 6
3 0 Serious Concern
Written and/or Verbal Commendations
# of Commendations Score
1 6 Monitor
2 3 Some Concern
# of Complaints Score Response
Please rank using the scale below each item
Validated complaints within the past year from customers.
47
This form is to be used for the advancement From Hot Tap Technician To Level 1
Name: Date:
Total Evaluation: 0.00
Current Job Title
Requested Job Title
Comments:
Action Plan:
1
2
3
APPROVAL BOARD:
Regional Manager
Quality Assurance
HTP-12
Attachment 6.1 (B)
TDWS-228
(Rev. 11/10)
48
A. 0
B. 0
C. 0
D. 0
E. 0
A. 0 Test Score -
Score
A. 0
2 3 Some Concern
3 0 Serious Concern
1 6 Monitor
Plugging Test Score
3 0 Serious Concern
field)
1 6 Monitor
2 3 Some Concern
Able to do standard jobs satisfactorily-may not be able to handle variables-Jobs selected by SC
Manager (Score 0 through 10)
49
B. 0
C. 0
A. 0
B. 0
C. 0
D. 0
A. 0
B. 0
C. 0
80%
85% LEVEL I TECHNICIAN TOTAL EVALUATION
PASSING SCORES
Reports are Suitable for Customer Use. (Score 0 through 10)
Needs Work 3
Poor 0
Excellent 10
Good 8
Average 5
0 0
Observance shows good customer relationship while performing job and in handling job variables
and difficult situations. (Score 0 through 10) (To be given to SCM by Trainer from Field Audit)
Customer Relationship Score
2 6
1 3
3+ 10
50
This form is to be used for the advancement From Tech Level 1 to Tech Level 2
Name: Date:
Current Job Title
Requested Job Title
Comments:
Action Plan:
1
2
3
APPROVAL BOARD:
Regional Manager
Quality Assurance
HTP-12
Attachment 6.1 (B)
TDWS-228
(Rev. 11/10)
51
A. 0
B. 0
C. 0
D. 0
E. 0
A. 0 Test Score -
Score
A. 0
2 3 Some Concern
3 0 Serious Concern
1 6 Monitor
Applicable Test Score(s)
3 0 Serious Concern
field)
1 6 Monitor
2 3 Some Concern
Completes standard jobs satisfactorily and is able to follow instructions or adapt for the variations
from standard. Able to analyze variations on job site to be able to phone for recommendations
and/or assistance. (Score 0 through 10)
52
B. 0
C. 0
A. 0
B. 0
C. 0
D. 0
A. 0
B. 0
C. 0
D. 0
80%
85% TOTAL EVALUATION
LEVEL II TECHNICIAN
Has acceptable reporting capabilities for project status and limited technical issues.
PASSING SCORES
Needs Work 3
Poor 0
Excellent 10
Good 8
Average 5
0 0
2 6
1 3
3+ 10
53
This form is to be used for the advancement From Tech Level 2 to International Master Technician
Name: Date:
Current Job Title
Requested Job Title
Comments:
Action Plan:
1
2
3
APPROVAL BOARD:
Regional Manager
Quality Assurance
HTP-12
Attachment 6.1 (B)
TDWS-228
(Rev. 11/10)
54
A. 0
B. 0
C. 0
D. 0
E. 0
A. 0 Test Score -
Score
A. 0
B. 0
0 0
2 6
1 3
3+ 10
2 3 Some Concern
3 0 Serious Concern
1 6 Monitor
International Master Review Board and
Test (Average of all test scores)
3 0 Serious Concern
field)
1 6 Monitor
2 3 Some Concern
Does all jobs satisfactorily and is capable of making suggestions and/or recommendations about
equipment and procedures for the unusual job - can review and recommend to resolve incidents.
55
C. 0
A. 0
B. 0
C. 0
D. 0
A. 0
B. 0
C. 0
D. 0
80%
90%
* - Not used in the US
INT'L MASTER TECHNICIAN* TOTAL EVALUATION
Needs Work 3
Poor 0
PASSING SCORES
Excellent 10
Good 8
Average 5
56
This form is to be used for the advancement From Tech Level 2 to Master Technician
Name: Date:
Current Job Title
Requested Job Title
Comments:
Action Plan:
1
2
3
APPROVAL BOARD:
Regional Manager
Quality Assurance
HTP-12
Attachment 6.1 (B)
TDWS-228
(Rev. 11/10)
57
A. 0
B. 0
C. 0
D. 0
E 0
A. 0 Test Score -
Score
A. 0
B. 0
0 0
2 6
1 3
3+ 10
2 3 Some Concern
3 0 Serious Concern
1 6 Monitor
Master Review Board and Test (Average
of all test scores)
3 0 Serious Concern
field)
1 6 Monitor
2 3 Some Concern
0
Does all jobs satisfactorily and is capable of making suggestions and/or recommendations about
equipment and procedures for the unusual job - can review and recommend to resolve incidents.
58
C. 0
A. 0
B. 0
C. 0
D. 0
A. 0
B. 0
C. 0
D. 0
80%
90% MASTER TECHNICIAN TOTAL EVALUATION
PASSING SCORES
Needs Work 3
Poor 0
Excellent 10
Good 8
Average 5
59
60
Composite Wrap Installation
61
62
APPENDIX 14
Composite Wrap Repair
RES-Q
Composite Wrap Training Completion Date Location

Level I
Level II
Train-the-Trainer
Skills Size Date
Installations
Straight Pipe
Elbow
Tee
Other
High Temperature (Note install temp: )
Through-Wall
Identification Banding
TDW Services
63
APPENDIX 15
Field Audit Questionnaire/TDW Services Composite Wrap
PURPOSE
To verify that at certain intervals our technicians, while performing a covered task in the
field, follow the instructions as provided by TDW manuals and procedures. Variations
will be listed and need to be discussed with the immediate supervisor and the individual
that performed the job.
Yes No
1. Did technician receive proper instructions from his / her
immediate supervisor?
2. Did technician have a clear understanding of what the job
entails?
3. Did technician discuss the project with the customer, and was
there a clear understanding of what was expected from TDW and
from the customer?
4. Did technician review HSE issues by completing TDWs Pre-
Job Site Assessment form and receive clearance from the
customers Safety Representative?
5. Was a Solution Assessment with an assigned Case Number
(CN) completed, and information verified with the customer prior
to installation?
6. Engineering Design Calculations CN matched with Solution
Assessment for the Wrap Installation?
7. Did technician identify materials required to complete the wrap
installation to the Packing List included with wrap materials?
8. Did technician inspect the repair area and determine the
requirements consistent with the installation instructions and
Solution Assessment?
9. Were epoxy sets stored at a temperature between 60 F and
80 F for a minimum of 12 hours prior to use?
64
Yes No
10. Did technician check the use before date of the kits to
ensure they are current for use?
11. Did technician wear protective gloves and safety glasses
during preparation and during installation of the wrap?
12. Did technician properly match epoxy sets prior to mixing for
use?
13a. Did technician measure and record the surface roughness of
the pipe?
13b. Was the surface roughness between 1 and 4 mils?
14. Was the repair area marked with tape two inches beyond
wrap width?
15. Was a dry wrap completed prior to application on tees,
elbows, irregular surfaces or components?
16. Was the epoxy filler mixed to consistent color and applied to
pipe component to fill or prepare defect level with circumference
of pipe surface?
17. If used, was the matched primer set mixed to consistent color
before application?
18. If used, was the primer applied to pipe approximately 20 mils
thickness extending to inside edge of tape?
19. If used, did technician inspect both sides of barrier fabric to
ensure total saturation in the wet-out process?
20. Did technician inspect both sides of carbon fabric to ensure
total saturation in the wet-out process?
21. Did technician start wrap edge 90 degrees to the pipe surface
to be wrapped?
22. Did technician smooth out wrap to ensure tightness of layers?
65
Yes No
23. Did technician remove marking tape from pipe?
24a. Was the peel ply material applied to the wet composite?
24b. Was the customer informed on when and how to remove the
peel ply?
25. Did technician dispose of all used containers and materials?
26. Was the customer advised of cure time, estimated time to
return to full service?
Auditor: ____________________________ ____________
Signature Date
Supervisor: _________________________ ____________
Signature Date
66
APPENDIX 16
Directed/Observed Form Composite Wrap
TDW SERVICES Installer Skills Report
Part of OJT
To: From: Date:
Installer : _________________________ SO#: ____________________
Customer: _________________________ Location: __________________
Job Description:
_____________________________________________________________________
Review Solution Assessment, Design Calculations, and installation plan for project with
Customer:
______________________________________________________________________
Composite Wrap Materials:
______________________________________________________________________
Preparation of Composite Wrap:
______________________________________________________________________
Preparation of the Pipeline:
______________________________________________________________________
Documentation for project completed, distribution to Customer and Service Center:
________________
Clean up and disposal of materials:
______________________________________________________________________
______________________________________________________________________
Comments:
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
___________________________________

cc: Coordinator/Technical Services/Master File
_________________________
Observer Signature
67
APPENDIX 17
Field Performance Report Composite Wrap
# ____________________________________
DATE: _____________________________ CUSTOMER: __________________________
_____________________________________
_____________________________________
SALES ORDER# ____________________ COMPOSITE INSTALLER: _______________
A. Nature of Problem (to be completed by Initiator)
(Case Number CN# - Attach copy of Solution Assessment, Design Calculations)
Yes No

Distribution:
Surface Prep ________ Equipment Set Up
TDW SERVICES Manager Central Services Installation ________ Jobsite
TDW SERVICES Applicable Regional Manager Finish, Clean up ______ Conclusions
TDW SERVICES Manager of Technical Services Coordination ________ Originator
TDW SERVICES Applicable Service Center Manager ORIGIN: I (Internal) E (External)
TDW SERVICES Quality Assurance Manager
TDW SERVICES Operator Qualification Trainer ______________________________________________
TDW SERVICES Pipeline Rehabilitation Manager Signature
68
Launch or Receive Pipeline Pigs
and Inline Inspection Tools
69
70
APPENDIX 18
TDW Pipeline Services
Employee Name:
Approved by:
Mgr., KALIPER
Date General Manager Date

FIELD TRAINING:
Electronic KALIPER
Surveyor
KALIPER
360
Leak Detection Service
Pig Tracking
Pipeline Cleaning Services
EQUIPMENT PREPARATION:
Maintenance and Repair
Finger Assembly and Modification
Complete Build-Up and Test
EQUIPMENT AND/OR APPLICATIONS:
Launch and Receive
Start-up/Download
Mechanical Chart Analysis
EKP Chart Analysis
KALIPER
360 Chart Analysis

Pipeline Pigs include cleaning, batching,
spheres.
See Performance Verification Form on
Page 70.
71
Pig Launching and Receiving
Performance Verification Form
This is a checklist that each technician should follow prior to conducting the actual event
of launching or receiving a pipeline pig.
STEP Completed
1) Verify the location and position of all valves that
are connected to the pig trap that will be used
during the launching/receiving process.
2) Notify operations that a pig launching/receiving
event is beginning to take place and receive
verification to proceed.
3) Verify pipeline pressure and pressure contained in
launcher/receiver.
4) Verify appropriate type fire extinguisher is readily
accessible in case of accident.
5) Verify personnel are wearing appropriate safety
equipment.
6) Verify pig to be used is of right type and in working
condition.
7) Verify safety meeting is conducted with all those
involved in process.
8) Verify with operations that flow rates and pressures
are sufficient to launch and move pig through
pipeline.
9) Verify pig indicators are in working condition and in
reset mode.
10) If appropriate, verify pig tracking equipment is in
working condition.
11) Conduct launch or receive procedure according to
the design sequence of the launcher or receiver
facility.
Operator:
_____________________________________________________________________
Observer: ____________________________________ Date: __________________

72
APPENDIX 19
Field Audit Questionnaire
Date: Taken By: Region: WHR EAM FEAP LAM
Company Name: ________________________ Telephone No.: __________________
Contact Name: _________________________ Fax No.: ______________________

Description of Job:

Address:
_______________________________________
_______________________________________
_______________________________________
_______________________________________
Nature of Feedback:
______________ Technician Timeliness
____________________ Price
______________ Technician Conduct
____________________ Timeliness of Final Report
______________ Freight Related
____________________ Clarity of Final Report
______________ Instrument Performance
____________________ Survey Results

Other _____________________________________________________________
______________________________________________________________________
Description of Feedback:
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
First Response/Corrective Action (if necessary):
____________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
73
Management Review Response/Suspected Root Cause:
_______________________________________
______________________________________________________________________
______________________________________________________________________
_____________________________________________________________________
Track for Trend: Y / N
No Further Action Required (CLOSED) _____________________
Requires Root Cause Analysis and Further Corrective Action (OPEN) ______________
Establish a C.A.T. Yes _____________ No _____________
Root Cause Corrective Action:
___________________________________________________________
______________________________________________________________________
______________________________________________________________________
Feedback Closed: Date _______________________ Authorization: ______________
74
APPENDIX 20
Directed/Observed Form
TDW Services Installer Skills Report
Part of OJT
To: From: Date:
Technician: _________________________ SO#: _____________________
Customer: _________________________ Location: _______________________
Job Description:
_____________________________________________________________________
Review with Customer:
______________________________________________________________________
Launch or Receive Plan Complete:
______________________________________________________________________
Preparation of Pig or Tool:
____________________________________________________________
Preparation of the Launcher or Receiver:
______________________________________________________________________
Documentation for project completed, distribution to Customer and Service Center:
_____________
Clean up and disposal of materials:
______________________________________________________________________
______________________________________________________________

Comments:
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
cc: Coordinator/Technical Services/Master File
_________________________
Observer Signature
75
APPENDIX 21
Field Performance Report
# ____________________________________
DATE: _____________________________ CUSTOMER: __________________________
_____________________________________
_____________________________________
SALES ORDER# ____________________
A. Nature of Problem (to be completed by Initiator):
Yes No

Distribution: Pig/Tool Prep ________ Equipment Set Up
Manager, KALIPER
Operations Installation ________ Jobsite

Manager Pipeline Cleaning Services Finish, Clean up ______ Conclusions
TDW SERVICES Manager, Technical Services Coordination ________ Originator
Pipeline Integrity Sales Manager ORIGIN: I (Internal) E (External)
______________________________________________
Signature
76
APPENDIX 22
TDW Services Pigging and Inline Inspection
Technician Qualification Evaluation Form
Name: ______________________________________________ Date: ____________
Total Evaluation: 0
Inventory Level:
Comments:
Action Plan:
1.
2.
3.
APPROVAL BOARD
________________________________ ____________________________
TDW Services - Applicable Service TDW Quality Assurance Manager
Operations Manager
________________________________ ________________________
TDW Pipeline Services Operations Manager TDW Pipeline Services Safety and
Training Coordinator

________________________________ _______________________
TDW In-Line Inspection Manager TDW Operator Qualification Compliance
Manager
________________________________
TDW Pipeline Rehabilitation Manager

77

Technician Evaluation Date:
Skills Performance Weighted
Value
Field Performance X 40% =
Test Scores X 20% =
Customer Relations X 15% =
Attitude X 15% =
Communication X 10% =
______
Total
In rating factors for the skills performance, it is recognized that some perform better
than others but the following assumes that unsatisfactory performance is not part of this
process. The following scoring is based on the premise that 20% may be below average
and 20% may be above average. The remaining 60% is divided into a high and low
average, but acceptable performance.
JOB PERFORMANCE (40% of Total Rating)
A. Able to do standard jobs satisfactorily-may not be able to handle variables. (0
through 20)
B. Completes standard jobs satisfactorily and is able to follow instructions or adapt for
the variations from standard. (21 through 40)
C. Able to analyze variations on job site to be able to phone for recommendations
and/or assistance. (41 through 60)
D. Does all jobs satisfactorily and is capable of making suggestions and/or
recommendations about equipment and procedures for the unusual job - can review
and recommend to resolve incidents. (61 through 80)
E. Maintains knowledge of and practices all TDW HSE requirements and completes Job
Safety Analysis form for all jobs. (81 through 100)
Certification Session Testing
78
A. Has had two or more complaints from customers within the past year. (0 through 20)
B. Has had no negative feedback from customers. (21 through 50)
C. Observance shows good customer relationship in handling job variables. (51 through
80)
D. Good customer relationship allows Technician to handle all difficult situations with
customer. (81 through 100)
A. Performs as instructed-nothing extra. (0 through 20)
B. Self-starter in jobs needing to be done when within his responsibility. (21 through 50)
C. Self-starter in jobs needing to be done, whether or not it is his responsibility. (51
through 80)
D. Cooperative concerning whatever needs to be done - seeks ways to improve his
and/or TDW performance. (81 through 100)
COMMUNICATION (10% of Total Rating)
A. Reports are difficult to read - grammar and syntax lacking. (0 through 20)
B. Reports are complete and readable - suitable only for internal use. (21 through 50)
C. Reports are complete and readable - suitable for customer use. (51 through 80)
D. Has acceptable reporting capabilities for project status and limited technical issues.
(81 through 100)
79
80
Welding on Pipelines
81
82
APPENDIX 23
TDW Services Maintenance Welding on Pipelines
Name: ______________________________________________ Date: ____________
Total Evaluation: 0
Inventory Level:
Comments:
Action Plan:
1.
2.
3.
APPROVAL BOARD
________________________________ ____________________________
TDW Services - Manager, TDW Quality Assurance Manager
Central Services

TDW PointOne
Manager TDW Operator Qualification Compliance

Manager
________________________________ ________________________
TDW Services - Applicable Regional Manager TDW Services Manager of Technical
Services
________________________________ _______________________
TDW Services Operator Qualification TDW Services Applicable
Trainer Service Center Manager
83
Technician Evaluation Date:
Skills Performance Weighted
Value
Field Performance X 40% =
Test Scores X 20% =
Customer Relations X 15% =
Attitude X 15% =
Communication X 10% =
______
Total
In rating factors for the skills performance, it is recognized that some perform better
than others but the following assumes that unsatisfactory performance is not part of this
process. The following scoring is based on the premise that 20% may be below average
and 20% may be above average. The remaining 60% is divided into a high and low
average, but acceptable performance.
JOB PERFORMANCE (40% of Total Rating)
A. Able to do standard jobs satisfactorily-may not be able to handle variables. (0
through 20)
B. Completes standard jobs satisfactorily and is able to follow instructions or adapt for
the variations from standard. (21 through 40)
C. Able to analyze variations on job site to be able to phone for recommendations
and/or assistance. (41 through 60)
D. Does all jobs satisfactorily and is capable of making suggestions and/or
recommendations about equipment and procedures for the unusual job - can review
and recommend to resolve incidents. (61 through 80)
E. Maintains knowledge of and practices all TDW HSE requirements and completes Job
Safety Analysis form for all jobs. (81 through 100)
Certification Session Testing
84
A. Has had two or more complaints from customers within the past year. (0 through 20)
B. Has had no negative feedback from customers. (21 through 50)
C. Observance shows good customer relationship in handling job variables. (51 through
80)
D. Good customer relationship allows Technician to handle all difficult situations with
customer. (81 through 100)
A. Performs as instructed-nothing extra. (0 through 20)
B. Self-starter in jobs needing to be done when within his responsibility. (21 through 50)
C. Self-starter in jobs needing to be done, whether or not it is his responsibility. (51
through 80)
D. Cooperative concerning whatever needs to be done - seeks ways to improve his
and/or TDW performance. (81 through 100)
COMMUNICATION (10% of Total Rating)
A. Reports are difficult to read - grammar and syntax lacking. (0 through 20)
B. Reports are complete and readable - suitable only for internal use. (21 through 50)
C. Reports are complete and readable - suitable for customer use. (51 through 80)
D. Has acceptable reporting capabilities for project status and limited technical issues.
(81 through 100)
85

APPENDIX 24
Service Center Management to determine if a Field Performance Report is to be
written. FPR Committee to determine if the Field Technicians actions contributed to
the FPR and if an investigation should be conducted into their Operator
Qualifications.
The FPR Committee should notify the OQ Department of possible Suspension. The
OQ Department will verify if the employee is qualified for the particular task and fill
out the Operation Qualification Status Change Form where it pertains to the
individual(s) involved.
Suspend employees qualification for the particular task pending investigation.
Employee can no longer perform task until investigation is completed
Upon investigation if employee is found NOT to have contributed to the FPR, the OQ
Department need only to check off the Employee did NOT contribute to Field
Performance Report and Reinstate Date portion of the Operation Qualification
Status Change Form. Retain form in Field Technicians file and send to FPR
Committee for attachment to the actual FPR.
If it is determined by the investigation that employee error contributed to the incident
the employee must be formally disqualified and the provisions of the Operator
Qualification Procedure will be administered.
The OQ Department will complete the, Operation Qualification Status Change
Form using the Employee DID contribute to FPR. This should be filled in its
entirety. Retain form in Field Technicians file and send to FPR Committee for
attachment to the actual FPR.
Evaluator(s) will re-qualify the Field Technician in accordance with the Operator
Qualification procedure and forward completed Evaluation Forms to OQ Department
for processing and notification of the Technician, Service Center Management, and
the Customer involved.
If employees qualifications are revoked, due to termination, change jobs, change
classification, extended illness or any other type of Special circumstances then the
Revocation portion needs to be checked off and a detailed explanation needs to be
filled out. Send Original to OQ Administrator.
86
OPERATION QUALIFICATION STATUS CHANGE FORM
Purpose of this form: To document a Suspension, Disqualification, Re-qualification, or Revocation of an
individuals qualifications as it relates to work performance of a Covered Task.
Individual: ____________________________________
Employee I.D #: ____________________________________
Location: ____________________________________
Supervisor (print) ____________________________________
Regional Manager (print) _______________________________
Qualification number(s)
______________ ______________ ______________ ________
______________ ______________ ______________ ________
______________ ______________ ______________ ________
______________ ______________ ______________ ________
_____ FPR Date (if applicable): _____________
_____ Suspension Pending Investigation: Date: _____________
_____ Qualification Suspended: Date: ____________
_____ Employee did NOT contribute to Work Performance Issue: Date: ______________
_____ Employee Reinstated: Date: ______________
_____ Employee DID contribute to Work Performance Issue: Date: _________________
_____ Employee Disqualified: Date: _________________
_____ Employee Re-qualified: Date: _________________
_____ Qualifications Revoked. Use explanation in detail below: Date: _____________
Method to Re-qualify employee: ____ training ____ simulation _____ on the job
Date: ______________
Explanation:
_____________________________________________________________________________________
_____________________________________________________________________________________
________________________________________________________________
Supervisor: _______________________________________ Date: ______________________
Regional Manager : ________________________________ Date: ______________________
Reported Above Information to OQ: ___________________________________
Send to:
OQ Department
Attn: Patty Gauldin patty.gauldin@tdwilliamson.com
Fax: 918-446-6327
87
T.D. Williamson, Inc. is ISO 9001:2008 Certified.
TDW Pub. No. 70-223-0201 Revised
April 2011
Printed in USA Copyright 2009
All rights reserved.
T.D. Williamson, Inc.
88

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TDW Pub. No.

275 Plugging Machine

300D Plugging Machine

Plugging < 500 psi

275 Plugging Machine

300D Plugging Machine

275 Plugging Machine

300D Plugging Machine

Plugging > 500 psi

Plugging > 1000 psi

Plugging > 500 psi

Plugging >500 psi

Plugging > 36"

Plugging >500 psi

Plugging > 36"

Plugging > 36"

Plugging > 36"

Plugging >500 psi

Plugging >500 psi

Plugging > 36"

Valve and cutter?

Flanges, has technician checked

Segments, counted turns of

plugging operation is required, check for

Plugging Head Housing.

Plug installation in tapping

Composite Wrap Training Completion Date Location

Date General Manager Date

360 Chart Analysis

Operations Installation ________ Jobsite

Manager TDW Operator Qualification Compliance

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