Oil and Gas Skills Assessment Guide

SKILLS FOR OIL AND GAS
ASSESSMENT GUIDELINES FOR OPITO

VOCATIONAL QUALIFICATIONS FOR
PROCESSING OPERATIONS: HYDROCARBONS
REVISION 0: January 2017

OQMSAC ID08 - Assessment Guidelines for Processing Operations:
Document Control
Revision 0 January 2017
Amendment & date Pages Changes Checked by Approved by
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Any amendments to the Assessment Guidelines made by OPITO will be recorded above.
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Contents
Section 1 - Introduction ................................................................................................................ 4
The Purpose of this Guide ......................................................................................................... 4

OPITO Framework of Oil and Gas Technical Standards and Qualifications .................................. 4
Section 2 – Occupational Standards and Vocational Qualification ................................................. 7
Purpose and Structure of Occupational Standards .................................................................... 7

Target Group for Occupational Standards for Processing Operations ......................................... 7
English Language Skills.............................................................................................................. 7
Occupational Standards for Processing Operations: Hydrocarbons at Oil and Gas 3 ................... 8
OPITO Vocational Qualification 3: Processing Operations (Hydrocarbons) ................................. 9
Section 3 – Assessment Principles .............................................................................................. 10
Who is involved ...................................................................................................................... 10

Assessment Methods.............................................................................................................. 12
Assessment Process ................................................................................................................ 17
Section 4 – Further Guidance ..................................................................................................... 18
Section 5 – Example Occupational Standard ............................................................................... 19
Section 6 – Coverage of Occupational Standards ........................................................................ 23
Section 7 – Example Assessment Forms ...................................................................................... 31
Example Assessment Plan ....................................................................................................... 31

Example Observation Record .................................................................................................. 33
Example Assessment Report ................................................................................................... 35
Section 8 - Blank Forms .............................................................................................................. 41
Assessment Plan ..................................................................................................................... 41

Unit Achievement Record .............................................................. Error! Bookmark not defined.
Index of Evidence .......................................................................... Error! Bookmark not defined.
Witness Testimony ........................................................................ Error! Bookmark not defined.
Question Record ............................................................................ Error! Bookmark not defined.
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Section 1 - Introduction
The Purpose of this Guide

These Assessment Guidelines are intended to provide specific and practical examples of how to assess
Candidates who are completing OPITO Occupational Standards which form part of OPITO’s Vocational
Qualifications for Processing Operations: Hydrocarbons. The Guidelines should be read in conjunction with
The OPITO Oil and Gas Industry Competence Assessment and Verification Guidelines. It is also important to
take into consideration any guidance or assessment requirements specified within any Occupational
Standards. Occupational Standards are often referred to as Units of Competence or simply as Standards.
OPITO Framework of Oil and Gas Technical Standards and Qualifications

The OPITO Framework of 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
 Certificates and Qualifications which have been developed in conjunction with our awarding body partner
SQA and which will have global recognition.
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The OPITO Framework of Oil and Gas Technical Standards and Qualifications was designed in partnership
with industry and covers 6 levels which reflect the range of skills and increasing levels of complexity and risk
associated with job roles in the industry.
Oil and Gas 5 OIM
Oil and Gas 4 Process Superintendent
Oil and Gas 3 Process Technician, Control Room Operator
Oil and Gas 2 Process Operator (routine operations)
Oil and Gas 1 Entry level employment/apprentice
Oil and Gas Foundation Trainee at basic skills level
A typical progression route through the OPITO Framework of Oil and Gas Technical Standards and
Qualifications is illustrated below.
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These Assessment Guidelines focus specifically on Vocational Qualifications. Vocational Qualifications

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

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

The Occupational Standards in Processing Operations: Hydrocarbons at Oil and Gas 3 describe what a
Process or Production Technician in the oil and gas processing industry needs to do in order to be deemed
competent for the job role.
Individuals can be assessed as competent in individual Processing Standards. There are currently 30
individual Processing Standards against which competence can be assessed.
The Standards selected by individuals will reflect the plant, equipment and processes in the processing
facility, installation or terminal in which they work.
English Language Skills

Individuals will be able to express and understand complex information and talk fluently on topics within
their area(s) of specialism. They should be able to participate effectively in meetings and easily exchange
information and ideas with others. Individuals will be able to produce clear and detailed text, summarise key
points from a 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
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Occupational Standards for Processing Operations: Hydrocarbons at Oil and Gas 3

The Occupational Standards have been developed by practitioners from a wide range of offshore and
onshore processing facilities and cover a range of processing operations.
Wells
Operate an Oil and Gas Process (Wellheads)
Operate an Oil and Gas Process (Well Integrity)
Oil /Gas Storage/Discharge Processes
Operate an Oil and Gas Process (Tanker Loading - Oil)
Operate an Oil and Gas Process (Storage Tank - Oil)
Operate an Oil and Gas Process (Tanker Loading - Liquefied Gas)
Operate an Oil and Gas Process (Storage Tank - Liquefied Gas)?
Gas Processing
Operate an Oil and Gas Process (Gas Compression)
Operate an Oil and Gas Process (Gas Fractionation)
Operate an Oil and Gas Process (NGL Systems)
Operate an Oil and Gas Process (Gas Treatment)
Operate an Oil and Gas Process (Gas and Liquid Inlet Facilities)
Oil/Gas Process and Export
Operate an Oil and Gas Process (Produced Water Treatment)
Operate an Oil and Gas Process (Vent and Flare System)
Operate an Oil and Gas Process (Pigging and Sphering Operations)
Operate an Oil and Gas Process (Crude Oil Stabilisation)
Operate an Oil and Gas Process (Well Products Separation)
Water Injection
Operate an Oil and Gas Process (Water Injection)
Metering
Operate an Oil and Gas Process (Metering Systems)
Utilities
Operate an Oil and Gas Process (Drain Systems)
Operate an Oil and Gas Process (Nitrogen Generation)
Operate an Oil and Gas Process (Chemical Injection)
Operate an Oil and Gas Process (Fuel Gas Supply)
Operate an Oil and Gas Process (Diesel Distribution)
Operate an Oil and Gas Process (Heating Medium Supply)
Operate an Oil and Gas Process (Heating, Ventilation and Air Conditioning- HVAC)
Operate an Oil and Gas Process (Instrument and Service Air Supply)
Operate an Oil and Gas Process (Water Systems)
Operate an Oil and Gas Process (Hydraulic Control Systems)
Operate an Oil and Gas Process (Power Generation and Prime Movers)
Operate an Oil and Gas Process (Testing Emergency Safety Systems)
More details of the coverage for each Occupational Standards are included in Section 6.
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OPITO Vocational Qualification 3: Processing Operations (Hydrocarbons)

The OPITO Vocational Qualification 3: Processing Operations (Hydrocarbons) is jointly awarded by OPITO
and SQA and successful Candidates who complete the relevant Occupational Standards will be issued with a
joint OPITO/SQA Vocational Qualification certificate.
This Vocational Qualification is at Oil and Gas 3. This is broadly comparable to qualifications at SVQ/NVQ
level 3, HNC, SCQF 6/7, QCF 3/4 and EQF 4/5.
To achieve the OPITO Vocational Qualification 3: Processing Operations (Hydrocarbons) the Candidate
needs to complete eight Standards to gain the qualification with five Standards to be taken from Group A
and a further three Standards to be completed from either Group A or B.
Group A
Operate an Oil and Gas Process (Tanker Loading - Oil)
Operate an Oil and Gas Process (Storage Tank - Oil)
Operate an Oil and Gas Process (Tanker Loading - Liquefied Gas)
Operate an Oil and Gas Process (Storage Tank - Liquefied Gas)
Operate an Oil and Gas Process (Gas Compression)
Operate an Oil and Gas Process (Gas Fractionation)
Operate an Oil and Gas Process (NGL Systems)
Operate an Oil and Gas Process (Gas Treatment)
Operate an Oil and Gas Process (Gas and Liquid Inlet Facilities)
Operate an Oil and Gas Process (Produced Water Treatment)
Operate an Oil and Gas Process (Vent and Flare System)
Operate an Oil and Gas Process (Pigging and Sphering Operations)
Operate an Oil and Gas Process (Crude Oil Stabilisation)
Operate an Oil and Gas Process (Well Products Separation)
Group B
Operate an Oil and Gas Process (Wellheads)
Operate an Oil and Gas Process (Well Integrity)
Operate an Oil and Gas Process (Water Injection)
Operate an Oil and Gas Process (Metering Systems)
Operate an Oil and Gas Process (Drain Systems)
Operate an Oil and Gas Process (Heating Medium Supply)
Operate an Oil and Gas Process (Nitrogen Generation)
Operate an Oil and Gas Process (Chemical Injection)
Operate an Oil and Gas Process (Fuel Gas Supply)
Operate an Oil and Gas Process (Diesel Distribution)
Operate an Oil and Gas Process (Heating, Ventilation and Air Conditioning - HVAC)
Operate an Oil and Gas Process (Instrument and Service Air Supply)
Operate an Oil and Gas Process (Water Systems)
Operate an Oil and Gas Process (Hydraulic Control Sysytems)
Operate an Oil and Gas Process (Power Generation)
Operate an Oil and Gas Process (Testing Emergency Safety Systems)
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Section 3 – Assessment Principles

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

Occupational Standards for business and/or personal development purposes
Assessor: the qualified* individual who carries out assessments and who makes an
judgement on the competence of the Candidate
Internal Verifier: the qualified* individual who ensures that all Assessors consistently assess all
Candidates and that assessments are valid, reliable, equitable and fair
OPITO Auditor Auditors will ensure that the Occupational Standards are being assessed
consistently throughout the network of Approved Centres
Candidate collects evidence to

demonstrate competence
Assessor assesses evidence and

makes judgement on competence
of Candidate
Internal Verifier ensures quality

and consistency of assessment
process
OPITO audits assessment and

quality assurance processes across
all Approved Centres
*The requirements for Assessors and Internal Verifiers are defined in The OPITO Oil and Gas Industry
Competence Assessment and Verification Guidelines.
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A collaborative relationship between the Candidate and Assessor is the key to an effective assessment
process. Assessment is a staged process and the Assessor and Candidate have clear roles and responsibilities
in order to ensure a successful outcome.
The 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
 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.
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Assessment Methods
Principles of Assessment
The Occupational Standards have been developed by OPITO in conjunction with industry, discipline
practitioners and other interested parties. The Vocational Qualifications have been designed so that
operational, safety and behavioural skills can be assessed in the workplace where competence is best
judged. The Occupational Standards cannot be assessed by simulation
The majority of the evidence used to assess competence should be naturally occurring and generated from
the 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 process, plant and equipment
 documentary evidence such as job reports can be naturally generated as the work is carried out.
The assessment process must take place over a minimum of a 3 month period to ensure that consistency of
performance can be judged.
Methods of Assessment
The methods of assessment used should be valid, reliable and equitable and fair:
 valid means that the assessment method should be appropriate to the Occupational Standards and the
tasks that are being carried out
 reliable means that the assessment method applied should ensure consistency in the results when used
with different Candidates, different Assessors, different assessment sites and different working
environments
 equitable means that assessment is accessible to all Candidates who have the potential to be successful
in it
 fair means that assessments have been objectively and consistently applied, ensuring all Candidates
have equal opportunities to succeed.
Assessment of competence involves a range of assessment methods to ensure effective cover of all the
Outcomes, Performance Criteria, Knowledge and Scope statements for each Occupational Standard.
The assessment approaches and evidence requirements are clearly stated for each Occupational Standard.
Typical statements taken from the Occupational Standard relating to Operate an Oil and Gas Process
(Wellheads) are shown on the next page.
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Assessment Assessment Guidance

Assessment  This Occupational Standard cannot be assessed by simulation.
approaches  The main means of assessment should be observation by competent Assessors while
Candidates perform tasks in the workplace.
 Safe working practices and effective working relationships should form part of
assessment checklists when assessing Candidates’ performance.
 Observation should be supported by questioning to ensure that Candidates have the
required knowledge and understanding.
 Product evidence (e.g. workplace documents and job records) can be used to
provide evidence of work carried out – this could include work already completed.
 Additional supporting evidence could include witness testimony from individuals
who can provide informed feedback on the performance of Candidates.
 Assessments should reflect normal work activities, wherever possible.
 Assessments can be integrated across the Outcomes and Performance Criteria.
(Refer to OPITO Oil and Gas Competence Assessment and Verification Guidelines for
more guidance.)
Evidence Assessments should include (but not limited to):

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

 confirm that Candidates know why they are doing something and what actions need to be taken if
changes occur – what if…
 confirm that the evidence collected by Candidates is valid and authentic
 fill gaps in evidence where Candidates have not been able to demonstrate specific skills as they did not
occur when they were being observed
 establish if the Candidates have relevant knowledge/experience to deal with non–standard or
contingency situations - Candidates will have to explain what to do in a given working situation and how
to do it .
Each Occupational Standard defines the knowledge and understanding that the Candidate must
demonstrate. Although a good proportion of this knowledge and understanding can be inferred during the
assessment of performance during normal work activities, it is inevitable that additional questioning will
need to take place in order to test the depth and breadth of knowledge and understanding which cannot be
inferred from observation of performance, for example the internal configuration of plant and equipment,
chemical reactions taking place and the composition and physical properties of process fluids.
Some of the knowledge requirements refer to underpinning process operations principles and are common
across all of the Processing Operations: Hydrocarbons Occupational Standards – as outlined on the next
page. This knowledge only has to be assessed on one occasion. Other knowledge requirements will be
specific to the process and/or site. This is illustrated in the extract from the Occupational Standard relating
to Operate an Oil and Gas Process (Wellheads) on the next page.
Questions and their ideal responses are often prepared in advance using question banks to ensure a
consistent approach to the eliciting of underpinning knowledge/understanding. This will also help in
identifying the underpinning knowledge that is common across the Standards and which does not need to be
repeated. The results can then be cross referenced to the knowledge requirements in each of the Standards.
A mixture of oral and written questions could be considered as this will provide flexibility and allow a variety
of approaches to the assessment process.
Assessors should retain a record of the all questions asked for each Candidate, together with the Candidate’s
responses.
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Examples of common knowledge requirements across all Occupational Standards
Process - general
Phases of the production process, the reactions taking place and the effect of changes on physical and
chemical properties (to include toxicity, flammability, specific gravity (SG), temperature)
Sources of information including operational requirements, drawings and manuals
Plant procedures and layout and its integration with other processes
Functioning of process control including instrumentation and logic
Relation to control room operations
How to connect to plant and utilities
Effects of loss of any utility and its reinstatement
How to isolate plant and utilities from operating sources, including isolation devices and methods of
installation
The principles of de-isolation
How to carry out integrity tests
How to take samples and interpret results
Methods and consequences of depressurisation/pressurisation (to include blowdown and temperature)
Blowdown and relief systems and their limitations
Safe systems of work
The implications of health, safety and environmental legislation
Work area hazards (eg toxic substances, extreme weather conditions) and how to identify/control/minimise
them and reduce risks to as low as reasonably practicable
Safe systems of work procedure
Consequences of emissions to the environment and procedures for dealing with spillages and uncontrolled
emissions
Segregation of waste materials
Critical and emergency situations
Critical conditions for process and how to control and respond to them
The effect and potential implications of loss of any critical process and its reinstatement
The principles and effect of hydrocarbon hydrate formation, prevention and dispersion
Emergency response procedures for plant and location
The operation of and implications of the emergency shutdown (ESD) control systems
The operation of and implications of the fire and gas control systems
Action to be taken in event of critical and emergency situations
Examples of Process specific knowledge – in this example for Wellhead Operations
Function and operation of equipment –will include well head and associated annulus valve; christmas tree
and associated valves; downhole safety valve and hydraulics; choke; computer control systems
Utilities required for operation of wellheads
Normal plant conditions and operating parameters for wellheads
What steady state conditions are for wellheads operations and how they are achieved
Factor impacting on performance of wellheads operations and how to achieve optimum processing
Types and causes of deviations and faults for wellheads operations and the relevant actions to take when
they occur
The effects of changes in ambient conditions on the process operations
Drain systems associated with the plant and their limitations
Flare/vent systems associated with the plant and their limitations (to include capacity and radiation)
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Supporting Evidence
Examples of additional evidence which may be collected to support the assessment process include:
 witness testimony from individuals who are in a position to provide informed feedback on the
performance and behaviours of Candidates and to authenticate evidence – this could include
experienced colleagues, supervisors, mentors, technical specialists and clients
 a CV or job history which can provide supporting evidence of the Candidate’s job experience/history
 completion of a relevant qualification/training courses which can provide evidence that the Candidate
has relevant knowledge of operational theory and procedures, work methods, operation of the
equipment and safety procedures.
If witness testimony is used then the witnesses and the opportunities for using their testimonies should be
identified during the assessment planning stage. The testimony should record what the Candidate has
demonstrated, how and under what circumstances. The relationship between the Candidate and witness
should be stated together with a record of the 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. This should be recorded in an assessment plan. An example of an assessment plan is included in
Section 8.
There could be a number of challenges when carrying out assessment in the workplace which will require
careful planning to ensure that the assessment process is effective, takes account of naturally occurring
evidence that will arise during normal work activities and does not disrupt normal work operations. The
Assessor should liaise with those directly affected or contributing to the assessment and wherever possible
plan assessments around operational schedules.
Making and Recording Assessment Decisions
Assessment decisions must be related back to the requirements of the Occupational Standards. The
Assessor must record the assessment methods and evidence that was considered to make a decision on the
competence of the Candidate. An example assessment record is included in Section 7.
It is important that all Assessors and Internal Verifiers participate in regular standardisation meetings to
ensure consistent use of assessment methods throughout the Approved Centre and consistent approaches
to assessing Candidate evidence.
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Authentication of a 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, 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 – Processing Operations
All organisations wishing to deliver the OPITO Vocational Qualification 3: Processing Operations
(Hydrocarbons) must be an OPITO Approved Centre and must meet the requirements of OPITO’s Quality
Criteria for Oil and Gas Technical Standards and Qualifications.
For further information please contact a member of our Workforce Skills Development team in Dubai -
mea.enquiries@opito.com
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Section 5 – Example Occupational Standard
Title Operate an Oil and Gas Process (Wellheads)

Summary This process involves the operation of wellheads (oil well, gas producing well, water
injection well, gas injection well) within operational envelopes in order to maximise the
performance and exploitation of the reservoir. The process boundary is from downhole
safety valve through the christmas tree and choke, to well fluid entry and to the process
facilities.
This Occupational Standard involves:
 starting up the wellhead process
 operating and monitoring the wellhead process
 shutting down the wellhead process
 isolating and reinstating the wellhead process
 complying with HSE and safe systems of work
Oil and Gas 3
Requirements This Occupational Standard must be assessed in the workplace in accordance with
worksite operational requirements, procedures and safe working practices.
Outcome Performance Criteria
Candidates must demonstrate and provide evidence that they can:
O1 Start up the P1.1 obtain relevant operational instructions and ensure that information received
process on current operational status is accurate and complete
P1.2 brief relevant personnel and organise work of self and others, where
appropriate
P1.3 prepare and integrate plant and utilities
P1.4 carry out pre-start up checks
P1.5 start up the process in accordance with procedures
P1.6 achieve steady state conditions
P1.7 identify and take relevant action to deal with faults and any operational issues
O2 Operate and P2.1 monitor and take relevant action to optimise the process
monitor the P2.2 identify and take relevant action to deal with upsets in the process
process P2.3 ensure effective on-going communication of relevant information on
operational status
P2.4 maintain relevant records
O3 Shut down P3.1 obtain relevant operational instructions and ensure that information received
the process on current operational status is accurate and complete
P3.3 brief relevant personnel and organise work of self and others where appropriate
P3.3 shut down the process in accordance with procedures
P3.4 monitor the shut down and take relevant action to deal with issues
O4 Isolate and P4.1 obtain relevant operational instructions and ensure that information received
reinstate on current operational status is accurate and complete
the process P4.2 brief relevant personnel and organise work of self and others where appropriate
P4.3 isolate plant and equipment for maintenance
P4.4 carry out integrity testing of the isolation and confirm safety of the plant and
equipment
P4.5 monitor and maintain the integrity of the isolation
P4.6 confirm completion of maintenance and associated documentation
P4.7 carry out integrity testing and confirm the plant and equipment safe to return to
service
P4.8 de-isolate and reinstate plant and equipment
O5 Comply with P5.1 carry out relevant risk assessments and ensure that controls are in place to
HSE and ensure that risks are as low as reasonably practicable

safe systems P5.2 ensure that relevant safety briefings are carried out
of work P5.3 work in accordance with safe systems of work
P5.4 take relevant steps to protect the environment
P5.5 identify issues which may impact on safe systems of work and take relevant
action
P5.6 maintain relevant safety records
Knowledge Knowledge Criteria
Candidate must provide evidence that they know and understand:
K1 Process - K1.1 phases of the production process, the reactions taking place and the effect of
general changes on physical and chemical properties (to include toxicity, flammability,
specific gravity (SG), temperature)
K1.2 sources of information including operational requirements, drawings and
manuals
K1.3 plant procedures and layout and its integration with other processes
K1.4 functioning of process control including instrumentation and logic
K1.5 relation to control room operations
K1.6 how to connect to plant and utilities
K1.7 effects of loss of any utility and its reinstatement
K1.8 how to isolate plant and utilities from operating sources, including isolation
devices and methods of installation
K1.9 the principles of de-isolation
K1.10 how to carry out integrity tests
K1.11 how to take samples and interpret results
K1.12 methods and consequences of depressurisation/pressurisation (to include
blowdown and temperature)
K1.13 blowdown and relief systems and their limitations
K2 Process – K2.1 function and operation of equipment –will include well head and associated
well heads annulus valve; christmas tree and associated valves; downhole safety valve and
hydraulics; choke; computer control systems
K2.2 utilities required for operation of wellheads
K2.3 normal plant conditions and operating parameters for wellheads
K2.4 what steady state conditions are for wellheads operations and how they are
achieved
K2.5 factor impacting on performance of wellheads operations and how to achieve
optimum processing
K2.6 types and causes of deviations and faults for wellheads operations and the
relevant actions to take when they occur
K2.7 the effects of changes in ambient conditions on process operations
K2.8 drain systems associated with the plant and their limitations
K2.9 flare/vent systems associated with the plant and their limitations (to include
capacity and radiation)
Revision 0 (24/01/2017) 20
K3 Safe systems K3.1 the implications of health, safety and environmental legislation
of work K3.2 work area hazards (eg toxic substances, extreme weather conditions) and how
to identify/control/minimise them and reduce risks to as low as reasonably
practicable
K3.3 safe systems of work procedure
K3.4 consequences of emissions to the environment and procedures for dealing with
spillages and uncontrolled emissions
K3.5 segregation of waste materials
K4 Critical and K4.1 critical conditions for process and how to control and respond to them
emergency K4.2 the effect and potential implications of loss of any critical process and its
situations reinstatement
K4.3 the principles and effect of hydrocarbon hydrate formation, prevention and
dispersion
K4.4 emergency response procedures for plant and location
K4.5 the operation of and implications of the emergency shutdown (ESD) control
systems
K4.6 the operation of and implications of the fire and gas control systems
K4.7 action to be taken in event of critical and emergency situations
Scope Scope Criteria
S1 Equipment Candidate evidence will typically involve (but not limited to):
 well head and associated annulus valve
 christmas tree and associated valves
 downhole safety valve and hydraulics
 choke
 computer control systems
S2 Safe working Candidates must demonstrate safe working practices at all times. This will involve (but
practices 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.
S3 Working Candidates must demonstrate effective working relationships at all times. This will
relationships 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.
Revision 0 (24/01/2017) 21
Assessment Assessment Guidance

Assessment  This Occupational Standard cannot be assessed by simulation.
approaches  The main means of assessment should be observation by competent Assessors while
Candidates perform tasks in the workplace.
 Safe working practices and effective working relationships should form part of
assessment checklists when assessing Candidates’ performance.
 Observation should be supported by questioning to ensure that Candidates have the
required knowledge and understanding.
 Product evidence (e.g. workplace documents and job records) can be used to
provide evidence of work carried out – this could include work already completed.
 Additional supporting evidence could include witness testimony from individuals
who can provide informed feedback on the performance of Candidates.
 Assessments should reflect normal work activities, wherever possible.
 Assessments can be integrated across the Outcomes and Performance Criteria.
(Refer to OPITO Oil and Gas Competence Assessment and Verification Guidelines and
OPITO Assessment Guidelines for Vocational Qualifications – Processing Operations:
Hydrocarbons for more guidance.)
Evidence Assessments should include (but not limited to):
requirements  an observation for each of Outcomes 1, 2 and 3 - the observations should include
safe working systems and working relationships
 evidence that all the required types of isolations and reinstatements have been
successfully carried out
 evidence that the process has been operated on a minimum of 3 times over a time
period of a minimum of 3 months
 record of questioning.
Revision 0 (24/01/2017) 22
Section 6 – Coverage of Occupational Standards
NOS Reference Definition

Wells
OPIPOH1 This process involves the operation of wellheads (oil well, gas producing well,
Wellheads water injection well, gas injection well) within operational envelopes in order to
maximise the performance and exploitation of the reservoir.
The process boundary is from downhole safety valve through the christmas tree
and choke, to well fluid entry and to the process facilities.
Equipment will typically comprise:
 choke
OPIPOH2 This process involves ensuring the integrity of the well (oil well, gas producing
Well Integrity well, water injection well, gas injection well) by monitoring annulus, well
pressure, well flows, well temperature, reservoir and well data. Operations may
include isolating the well and coordinating leak testing.
The process boundary is from downhole safety valve through the christmas tree
and choke, to well fluid entry and to the process facilities.
 choke
2. Oil /Gas Storage/ Discharge Processes
OPIPOH3 This process involves transferring oil from the storage tank outlet through
Tanker Loading loading pumps and the metering system to the marine tanker connection.
(Oil)
 tanks, loading pumps
 emergency cut-off systems
 venting and flushing systems
 metering system
Knowledge:
 VOC (volatile organic compounds) recovery
 ballast systems
OPIPOH4 The process involves operating oil storage tanks by monitoring tank levels,
Storage Tanks (Oil) operating the drainage/sewerage systems, draining free water and operating the
tank inert and recirculation system.
 tanks
 recirculation system
 drains
Revision 0 (24/01/2017) 23
Revision 0 (24/01/2017) 24
OPIPOH5 This process involves transferring liquified gas (LNG) from the tank outlet through
Tanker Loading loading pumps and the metering system to the marine tanker connection.
(Liquefied Gas)
 tanks, loading pumps
 emergency cut-off systems
 venting and flushing systems
 metering system
Knowledge:
 VOC (volatile organic compounds) recovery
 ballast systems
OPIPOH6 The process involves operating liquified gas (LNG) storage tanks by monitoring
Storage Tanks tank levels, operating the drainage/sewerage systems, conditioning the liquid
(Liquefied Gas) and operating the tank inert and recirculation system.
 tanks
 recirculation, cooling/chilling systems
 drains
3. Gas Processing
OPIPOH7 This process involves the compression of gas to a higher pressure for the purpose
Gas Compression of gas lift, export, fuel gas, reinjection or fractionation.
The process boundary is from the inlet shut down valve (e.g. well manifold,
suction header, separator train) to outlet shut down valve (e.g. gas lift header,
export metering, fuel gas header).
 compressor and associated ancillaries eg lube oil systems
 heat exchangers
 prime movers
 degassing tanks
Knowledge:
 Types of compressors e.g. centrifugal, reciprocating
OPIPOH8 This process involves delivering individual component(s) from mixed gas supply.
Gas Fractionation
The process boundary is from the raw gas supply to component(s) stream (s) and
residue.
 fractionation column(s)
 reboiler
 reflux drum
 condenser
 pumps, filters
Revision 0 (24/01/2017) 25
OPIPOH9 This process involves handling of NGL generated from the gas process system.
NGL Systems
The process boundary is from the NGL inlet (gas process knock out
pots/separator) to the NGL outlet delivery point.
 PCV
 heat exchangers
 pumps
OPIPOH10 This process involves the removal of impurities (eg CO2, H2S, H2O) from the gas
Gas Treatment stream to reach the specified quality.
The process boundary is from the inlet such as separator, compressor to outlets
such as export, fuel gas, gas lift, gas fractionation.
 molecular sieve vessels
 desiccant
 reboiler
 flash drums
 contactor
 heat exchanger
 pumps, filters
Knowledge:
 gas treatments including CO2, H2S, H2O, solids/base metals, mercury
 absorbtion, adsorption
OPIPOH11 This process involves managing pig handling, slug catchers and scrubbers.
Gas and Liquid
The process boundary is from the incoming pipeline to inlet to the gas plant
Inlet Facilities
process facility.
 pigs, pig receiver
 slug catcher
 scrubbers
 filters
 separator.
4 Oil/Gas Process and Export
OPIPOH12 This process involves the removal and treatment of water from the process train
Produced Water so that that it is suitable to be released into the environment, or reinjected, – in
Treatment accordance with regulatory/company requirements.
The process boundary is from the water draw off from separator/the crude oil
storage tank to the water injection well header or the sea.
 hydrocyclone
 tilted plate separator
 floatation units
 filters, pumps
 heat exchanger
Revision 0 (24/01/2017) 26
OPIPOH13 This process involves operating the shut down, blow down, venting and flaring
Vent and Flare processes under normal and emergency operating conditions.
System
 vent
 ground flare
 remote flare
 flare knock out pots
 liquid pumps
 relief vales
 SSVS
 auto/manual ignition system
OPIPOH14 This process involves implementing pigging/ sphering operations to maintain the
Pigging/ Sphering efficiency and integrity of the pipeline (e.g. cleaning, dewatering, descaling,
Operations inspection).
The process boundary is from the pig launcher to the pig receiver.
 pigs
 pig launchers
 pig receivers
 spheres
 venting and draining facilities
OPIPOH15 This process involves stabilising crude oil to meet export specification.
Crude Oil
The process boundary is from the inlet to the outlet of the stabilisation train.
Stabilisation
 separators
 heat exchanger
 pumps
OPIPOH16 This process involves separating the well product into oil, water and gas (gas
Well Products liquid for 2nd phase separator) for further processing.
Separation
The process boundary is from the production well manifold to separation train
outlet.
 separators
5 Water Injection
OPIPOH17 This process involves taking water from the water feed supply (produced or
Water Injection seawater), filtering and conditioning it and injecting it down the well.
 booster and injection pumps
 meters
 choke
 de-aerators
 filters
 chemical injection package
Revision 0 (24/01/2017) 27
6 Metering
OPIPOH18 This process involves metering of process fluids (gas and liquid) and other
Metering Systems products – in accordance with regulatory/company requirements.
7 Utilities
OPIPOH19 This process involves the collection and processing of hazardous /contaminated
Drain Systems hydrocarbons, liquids, oils, chemicals, slops through the open and closed drain
system and collection and filtering of non-hazardous domestic and storm water
through the drain system.
 contactors
 scrubbers
 heat exchangers
 reboiler
 pumps
 filters
 reflux accumulator
 surge tanks
Knowledge:
 open and close hazardous systems
OPIPOH20 This process involves the generation and distribution of nitrogen for use within
Nitrogen processes.
Generation
 compressors
 filters
 bottles
 pressure swing adsorption (PSA) skids
Knowledge:
 generating nitrogen cryogenically and by solid bed absorption
OPIPOH21 This process involves the storage and distribution of chemicals to process
Chemical Injection injection points.
 pumps
 filters
 tanks
OPIPOH22 This process involves compressing/ conditioning process gas so that it is suitable
Fuel Gas Supply for use in a fuel gas system.
 pumps
 tanks
Revision 0 (24/01/2017) 28
OPIPOH23 This process involves the storage and distribution of diesel to end users.
Diesel Distribution
 pumps
 tanks
 filters
 centrifuges
 separator drums
OPIPOH24 This process involves providing heating media (steam, hot water, hot oil) to the
Heating Medium process and other areas as required.
Supply
 heaters
 boilers
 pumps
 heat exchangers
OPIPOH25 This process involves extraction and the supply of suitable quality air to
Heating, Ventilation maintain the specified environment (quality and pressure).
and Air Conditioning
(HVAC)
 filters
 heat exchangers
 fans
 mechanical refrigerators
 humidifiers
OPIPOH26 This process involves the compression and filtration, conditioning and
Instrument and distribution of air for plant and instruments.
Service Air Supply
 compressor
 adsorbers
 air treatment packages
OPIPOH27 This process involves providing water (service water, fresh water, fire water) to
Water Systems the process and other areas as required.
 pumps
 filters
 ozone generator
 tank
 water maker
 chlorine generator
OPIPOH28 This process involves providing a pressurised system to operate actuators,
Hydraulic Control valves subsea and top side.
Sysytems
 pumps
 filters
 intensifier
 accumulator
 manifolds
 storage tanks
Revision 0 (24/01/2017) 29
OPIPOH29 This process involves the generation of electricity from a generator driven by an
Power Generation engine.
• electrical generation unit
• fuel gas and/or diesel engine
OPIPOH30 This process involves the testing of installation safety systems

Testing Emergency
Safety Systems
• gas, smoke, heat, H2S and flame detectors
• deluge and other fire detectors
• emergency stop functions
Revision 0 (24/01/2017) 30
Section 7 – Example Assessment Forms
Example Assessment Plan
OPITO Process Operations: Hydrocarbons

Assessment Plan
Approved Centre
Candidate Name
Assessor Name
Standard Operate an Oil and Gas Process (Gas Compression)
Outcome 2: Operate and Monitor the Process
Outcomes
Outcome 5: Complying with HSE and safe systems of work
Date of Plan Plan No
Does the Candidate
any special
assessment needs?
Activities Performance Methods of Assessment Assessment Evidence Links to other
Criteria Assessment date time already Unit/Elements
available
Candidate P2.1 to P2.4 Observation K1.1 to K4.7, as
diagnosing faults and P5.1 to arising and
on the power P5.6 dependent on
generation Also working ongoing
system relationships operations
S3 and Safe
Systems of
Work S2.
Reports and P2.1 and P2.2. Review of K2.3 to K2.6
information Also working documents -
supplied to others relationships must be
relating to any S3 authenticated
diagnosis that by
cannot be testimonies
completed
together with
recommendations
Operational P2.3 and P2.4 Review of logs
records and logs and records
generated and
submitted by the
candidate
Completion by As Testing of the K1.1 to K4.7,
the candidate of a appropriate Candidate’s
questionnaire knowledge
derived from the and
standard question understanding
bank using the
question bank
Revision 0 (24/01/2017) 31
Additional comments
Assessor
Signature Date
Candidate
Comments
Signature Date
Revision 0 (24/01/2017) 32
Example Observation Record

Observation Record
Approved Centre
Candidate Name
Assessor Name
Qualification/Unit Operate an Oil and Gas Process (Gas Compression)
Outcome Isolate and Reinstate the Process
Date of Observation Evidence Ref No
Skills/work activities observed: PCs covered Scope covered
The Candidate received instructions from the supervisor relating to the P4.1 and P4.2
isolation of the compressor for maintenance purposes. He discussed the P5.1 and P5.2 S3
plan with other members of the team and those affected at the toolbox
talk. The necessary isolation certificates, standard operating procedures
and isolation task risk assessment were noted and deemed suitable for S2
implementation.
The compressor was isolated in accordance with the standard operating P4.3 S1
procedure. No anomalies were identified.
Integrity testing of the isolation was effective and the safety in respect to P4.4
the compressor was confirmed to the relevant departments and
personnel.
The integrity of the isolation was effectively monitored and maintained P4.5
throughout the maintenance activities.
The completion of the maintenance activities was agreed and confirmed P4.6
and recorded on the appropriate documentation.
Integrity testing of the compressor followed and the Candidate confirmed P4.7
that the plant was fit and safe to be returned to normal service.
The compressor was then de-isolated and reinstated. All records were
fully completed and activities were completed within the Candidate’s shift. P4.8
Safe systems of work were maintained at all times. P5.1 to P5.6 S2
Revision 0 (24/01/2017) 33
Additional evidence: Criteria

covered
Knowledge and understanding inferred during the observation of performance
It was apparent during the observation of performance that the Candidate had a good
knowledge and understanding of safe systems of work, the 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 Record
Other Units/Elements to which this evidence may contribute
S3
Assessor’s comments on performance and feedback to the Candidate
Sufficient performance evidence was made available during the observation to satisfy the performance
evidence requirement of the Outcome.
Assessor
Signature Date
Candidate
Comments
Signature Date
Revision 0 (24/01/2017) 34
Example Assessment Report

Assessment Report
Approved Centre
Candidate Name
Assessor Name
Standard O – observation
P – product evidence
Q – questions
Outcome 1: Start up the process
W – witness testimony
Achieved O/P/
Ref No. Performance Criteria Y/N Q/W Evidence / Comments
Obtain relevant operational instructions and
P1.1 ensure that information received on current
operational status is accurate and complete
Brief relevant personnel and organise work of
P1.2
self and others, where appropriate
P1.3 Prepare and integrate plant and utilities
P1.4 Carry out pre-start checks
Start up the process in accordance with
P1.5
procedures
P1.6 Achieve steady state conditions
Identify and take relevant action to deal with
P1.7
faults and any operational issues
Additional Assessor comments
Assessment
Assessor Signature
Date
Revision 0 (24/01/2017) 35
Outcome 2: Operate and monitor the process

Achieved O/P/
Monitor and take relevant action to optimize
P2.1
the process
Identify and take relevant action to deal with
P2.2
upsets in the process
Ensure effective on-going communication of
P2.3
relevant information on operational status
P2.4 Maintain relevant records
Assessment
Assessor Signature
Date
Outcome 3: Shut down the process
Achieved O/P/
P3.2
Shut down the process in accordance with
P3.3
procedures
Monitor the shut down and take relevant action
P3.4
to deal with issues
Assessment
Assessor Signature
Date
Element 4: Isolate and reinstate the process
Achieved O/P/
P4.2
Revision 0 (24/01/2017) 36
P4.3 Isolate plant and equipment for maintenance

Carry out integrity testing of the isolation and
P4.4
confirm safety of the plant and equipment
Monitor and maintain the integrity of the
P4.5
isolation
Confirm completion of maintenance and
P4.6
associated documentation
Carry out integrity testing and confirm the plant
P4.7
and equipment safe to return to service
P4.8 De-isolate and reinstate plant and equipment
Assessment
Assessor Signature
Date
Element 5: Comply with HSE and safe systems of work
Achieved O/P/
Carry out relevant risk assessments and ensure
P5.1 that controls are in place to ensure that risks
are as low as reasonably practicable
Ensure that relevant safety briefings are carried
P5.2
out
P5.3 Work in accordance with safe systems of work
P5.4 Take relevant steps to protect the environment
Identify issues which may impact on safe
P5.5
systems of work and take relevant action
P5.6 Maintain relevant records
Assessment
Assessor Signature
Date
Revision 0 (24/01/2017) 37
Knowledge: Process - General

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

Effects of loss of any utility and its
K7
reinstatement
How to isolate plant and utilities from operating
K8 sources, including isolation devices and
methods of installation
K9 The principles of de-isolation
K10 How to carry out integrity tests
K11 How to take samples and interpret results

Methods and consequences of
K12 depressurization/pressurization (to include
blowdown and temperature)
Blowdown and relief systems and their
K13
limitations
Knowledge: Process – Gas Compression

Achieved
Function and operation of equipment for gas
K14
compressor
Types of compressors e.g. centrifugal,
K15
reciprocating
K16 Utilities required for gas compression
Normal plant conditions and operating
K17
parameters for gas compression
What steady state conditions are for gas
K18
compression and how they are achieved
Factors impacting on performance and how to
K19 achieve optimum processing for gas
compression
Revision 0 (24/01/2017) 38
Types and causes of deviations and faults for

K20 gas compression and the relevant actions to
take when they occur
The effects of changes in ambient conditions on
K21
gas compression
Drain systems associated with the plant for gas
K22 compression and their limitations (to include
capacity and radiation)
Flare/vent systems associated with the plant for
K23 gas compression and their limitations (to
include capacity and radiation)
Knowledge: Process – Safe System of Work

Achieved
The implications of health, safety and
K24
environmental legislation
Work area hazards (e.g. toxic substances,
extreme weather conditions) and how to
K25
identify/control/minimize them and reduce
risks to as low as reasonably practicable
K26 Safe systems of work procedure
Consequences of emissions to the environment
K27 and procedures for dealing with spillages and
uncontrolled emissions
K28 Segregation of waste materials
Knowledge: Process – Critical and emergency situations

Achieved
Critical conditions for process and how to
K29
control and respond to them
The effect and potential implications of loss of
K30
any critical process and its reinstatement
The principles and effect of hydrocarbon
K31
hydrate formation, prevention and dispersion
Emergency response procedures for plant and
K32
location
The operation of, and implications of the
K33
emergency shutdown (ESD) control systems
The operation and implications of the fire and
K34
gas control systems
Action to be taken in the event of critical and
K35
emergency situations
Revision 0 (24/01/2017) 39
Assessment
Assessor Signature
Date
Behaviours: Working Relationships and Safe Systems of Work
(Behaviours and attitude are additional considerations for determining competent performance in the workplace. They
need to be demonstrated by the Candidate during normal work activities)
Achieved O/P/
Make clear efforts to establish and maintain
1.1
productive working relationships
Ensure effective communication with
1.2
colleagues on operational matters
Communicate all relevant information on
1.3 activities, progress and results to
supervisors/managers
Provide support and advice for colleagues
1.4
within own area of responsibility.
2.1 Wear correct PPE at all times
Comply with regulations including control of
2.2
substances, manual handling, working at height
Proactively raise safety issues and participate in
2.3
a safety culture
2.4 Ensure work area is kept clear
Dispose of waste in accordance with
2.5
environmental requirements
2.6 Take part in safety drills and briefings
Assessment
Assessor Signature
Date
Revision 0 (24/01/2017) 40
Section 8 - Blank Forms

The forms shown on the following pages are basic examples of those generally used within Approved
Centres. Forms may be devised by the centres providing the contents meet the requirements.
Assessment Plan
Assessment Plan
Approved Centre
Candidate Name
Assessor Name
Standard
Outcomes/Elements
Date of Plan Plan No
Does the Candidate
any special
assessment needs?
Activities Performance Methods of Assessment Assessment Evidence Links to other
Criteria Assessment date time already Unit/Elements
available
Additional comments
Assessor
Signature Date
Candidate
Comments
Signature Date
Revision 0 (24/01/2017) 41
Unit Achievement Record
Unit Achievement Record

Approved Centre
Candidate Name
Assessor Name
Qualification
Requirement
Performance Criteria Knowledge Reference Evidence

Reference
Revision 0 (24/01/2017) 42
Index of Evidence
Index of Evidence
Approved Centre
Candidate Name
Assessor Name
Qualification/ Unit
Evidence Description of evidence Location of the evidence Sampled by the IV
Number (e.g. Candidate portfolio, (initials and date)
electronic, database etc.)
In
Revision 0 (24/01/2017) 43
Observation Record
Observation Record
Approved Centre
Candidate Name
Assessor Name
Qualification/ Unit
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
Other Units/Elements to which this evidence may contribute
Assessor’s comments on performance and feedback to the Candidate

Sufficient performance evidence was made available during the observation to satisfy the performance
evidence requirement of the Outcome.
Assessor
Signature Date
Candidate
Comments
Signature Date
Revision 0 (24/01/2017) 44
Witness Testimony
Witness Testimony
Approved Centre
Candidate Name
Witness Name
Witness
Designate/relationship
to candidate
Qualification/Unit
Outcome
Date of Testimony Evidence Ref No
Details of testimony: PCs covered Scope
covered
Comments:
Witness
Signature Date
Assessor
Comments
Signature Date
Revision 0 (24/01/2017) 45
Records of Questions and Answers
Records of Questions and Answers

Approved Centre
Candidate Name
Assessor Name
Qualification/Unit/
Element
Evidence Ref No
Question Question (include details of when asked) Candidate Response Knowledge
Number Criteria
Assessor
Signature Date
Candidate
Signature Date
Revision 0 (24/01/2017) 46
Revision 0 (24/01/2017) 47

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SKILLS FOR OIL AND GAS

ASSESSMENT GUIDELINES FOR OPITO

REVISION 0: January 2017

The Purpose of this Guide ......................................................................................................... 4

Section 2 – Occupational Standards and Vocational Qualification ................................................. 7

Purpose and Structure of Occupational Standards .................................................................... 7

Section 3 – Assessment Principles .............................................................................................. 10

Who is involved ...................................................................................................................... 10

Section 4 – Further Guidance ..................................................................................................... 18

Section 5 – Example Occupational Standard ............................................................................... 19

Section 6 – Coverage of Occupational Standards ........................................................................ 23

Section 7 – Example Assessment Forms ...................................................................................... 31

Example Assessment Plan ....................................................................................................... 31

Section 8 - Blank Forms .............................................................................................................. 41

Assessment Plan ..................................................................................................................... 41

The Purpose of this Guide

OPITO Framework of Oil and Gas Technical Standards and Qualifications

Oil and Gas 5 OIM

Oil and Gas 4 Process Superintendent

Oil and Gas 3 Process Technician, Control Room Operator

Oil and Gas 2 Process Operator (routine operations)

Oil and Gas 1 Entry level employment/apprentice

Oil and Gas Foundation Trainee at basic skills level

These Assessment Guidelines focus specifically on Vocational Qualifications. Vocational Qualifications

Section 2 – Occupational Standards and Vocational Qualification

Purpose and Structure of Occupational Standards

The level of performance required is detailed in statements referred to as Performance Criteria.

A typical Process Operations: Hydrocarbons Occupational Standard is shown in Section 5.

Target Group for Occupational Standards for Processing Operations

English Language Skills

Occupational Standards for Processing Operations: Hydrocarbons at Oil and Gas 3

OPITO Vocational Qualification 3: Processing Operations (Hydrocarbons)

Section 3 – Assessment Principles

Candidate: the individual or employee who wishes to be assessed as competent against

Candidate collects evidence to

Assessor assesses evidence and

Internal Verifier ensures quality

OPITO audits assessment and

The Assessor’s role is to:

The Candidate’s role is to:

Assessment Assessment Guidance

Evidence Assessments should include (but not limited to):

Knowledge and understanding

Questions can be used to:

Examples of common knowledge requirements across all Occupational Standards

Examples of Process specific knowledge – in this example for Wellhead Operations

Making and Recording Assessment Decisions

Feedback and Support to Candidates

Section 4 – Further Guidance

Title Operate an Oil and Gas Process (Wellheads)

HSE and ensure that risks are as low as reasonably practicable

Assessment Assessment Guidance

Section 6 – Coverage of Occupational Standards

NOS Reference Definition

OPIPOH30 This process involves the testing of installation safety systems

Section 7 – Example Assessment Forms

Example Assessment Plan

OPITO Process Operations: Hydrocarbons

Example Observation Record

OPITO Process Operations: Hydrocarbons

Safe systems of work were maintained at all times. P5.1 to P5.6 S2

Additional evidence: Criteria