• PMAOPS307B - Transfer bulk fluids into_out of storage facility

Assessor Resource

PMAOPS307B
Transfer bulk fluids into_out of storage facility

Assessment tool

Version 1.0
Issue Date: March 2024


The storage facility or vessel will be monitored through the use of gas and fire detection equipment. Automatic sprinkler systems or deluges will be activated in the event of fire detection and emergency shutdown systems will operate.

The equipment to be used in the transfer of product will be checked and tested before use. In some cases, before transferring, the circulation of product through pipelines, will commence. This is usually for the purpose of pipeline chilldown, and is required to minimise vapour pressure build-up in warm pipework.

A comprehensive fire water supply main may encompass the facility and/or be located on the vessel, and a suitable fire pump would be able to provide fire water requirements in emergencies.

In a typical scenario involving land based tank farms or tankers at sea, the control room operator, from the main panel, will monitor and control the transfer of product into storage facilities including controlling product levels, flows, temperatures and pressures. The operations technician will also prepare and complete all necessary documentation for the control, transfer and calculation of product volumes.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

PMAOPS201B

Operate fluid flow equipment


Employability Skills

This unit contains employability skills.




Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The Evidence Guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Assessment of this unit should include demonstrated competence on actual plant and equipment in a work environment. The unit will be assessed in as holistic a manner as is practical and may be integrated with the assessment of other relevant units of competency. Assessment will occur over a range of situations which will include disruptions to normal, smooth operation.

Simulation may be required to allow for assessment of parts of this unit. Simulation should be based on the actual plant or platform and will include walk-throughs of the relevant competency components. Simulations may also include the use of case studies/scenarios and role plays.

This unit of competency requires a significant body of knowledge which will be assessed through questioning and the use of what-if scenarios both on the plant (during demonstration of normal operations and walk-throughs of abnormal operations) and off the plant.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Competence must be demonstrated in the ability to recognise and analyse potential situations requiring action and then in implementing appropriate corrective action. The emphasis should be on the ability to stay out of trouble rather than on recovery from a disaster.

Consistent performance should be demonstrated. In particular look to see that:

early warning signs of equipment/processes needing attention or with potential problems are recognised

the range of possible causes can be identified and analysed and the most likely cause determined

appropriate action is taken to ensure a timely return to full performance

obvious problems in related plant areas are recognised and an appropriate contribution made to their solution.

These aspects may be best assessed using a range of scenarios/case studies/what-ifs as the stimulus with a walk-through forming part of the response. These assessment activities should include a range of problems, including new, unusual and improbable situations which may have been generated from the past incident history of the plant, incidents on similar plants around the world, hazard analysis activities and similar sources.

Context of and specific resources for assessment

Assessment will require access to an operating plant over an extended period of time, or a suitable method of gathering evidence of operating ability over a range of situations. A bank of scenarios/case studies/what-ifs will be required as will a bank of questions which will be used to probe the reasoning behind the observable actions.

Method of assessment

In all plants it may be appropriate to assess this unit concurrently with relevant teamwork and communication units.

In a major hazard facility, it may be appropriate to assess this unit concurrently with:

MSAPMOHS200A Work safely.

Guidance information for assessment

Assessment processes and techniques must be culturally appropriate and appropriate to the oracy, language and literacy capacity of the assessee and the work being performed.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

This describes the essential skills and knowledge and their level, required for this unit.

Required skills

For the plant system/unit:

efficient and effective operation of plant/equipment

hazard analysis

completing plant records

communication

problem solving

Required knowledge

Demonstration of competence in this unit must include knowledge of the following:

principles of operation of plant/equipment

physics and chemistry relevant to the process unit

process parameters and limits, eg temperature, pressure, flow, pH

duty of care obligations

hierarchy of control

communication protocols, eg radio, phone, computer, paper, permissions/authorities

routine problems, faults and their resolution

relevant alarms and actions

plant process idiosyncrasies

all items on a schematic of the plant item and the function of each

correct methods of starting, stopping, operating and controlling flow

causes of head loss in piping systems, including comparison of fittings using Le/d concept, fluid and pipe material properties, flow geometry etc

corrective action appropriate to the problem cause

function and troubleshooting of major internal components and their problems, such as impellors, seals or bearings

types and causes of problems within operator's scope of skill level and responsibility.

testing techniques

equipment isolation and purging

use and operation of safety equipment, including breathing apparatus

tank and product mixes

flow rates and measures

tank capacities and percentages

static electricity principles.

Sound knowledge of storage and transfer techniques required to transport oil, gas or water is expected.

The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the Performance Criteria, is detailed below. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs if the candidate, accessibility of the item, and local industry and regional contexts.

Codes of practice/ standards

Where reference is made to industry codes of practice, and/or Australian/international standards, the latest version must be used.

Context

This unit of competency includes all items of equipment and unit operations which form part of the load-out and storage system. For your facility this may include (select relevant items):

tanks, such as concrete bunded storage tanks,atmospheric pressure tanks, floating roof tanks, temperature controlled tanks (heated, chilled, refrigerated)

vessels, eg pressure storage vessels

pumps, eg transfer and circulation pumps, stripping pumps

compressors, eg boil-off gas compressors

gauges

fire protection and deluge systems, eg flare system

gas detection systems and equipment

tank dipping and measurement equipment.

instrumentation.

Safety equipment

Safety equipment on site may include:

main fire pumps

jockey pumps

fire monitors

deluge systems

sub-surface foam injection

gas detection and reporting systems

fire detection and reporting systems

emergency shutdown systems

Products

Products may include hydrocarbons, oil, gas or bulk liquid chemicals/petrochemicals.

Problems

Typical problems for your facility may include:

insufficient/inappropriate storage for product/material

interruptions to loading through adverse weather conditions

product surging

control of temperature and pressure

variations in feed

vibration

tank capacities and space.

Start up shut down as required

Start up shut down as required includes:

start up and shut down to/from normal operating conditions

start up and shut down to/from isolated, cold, empty

all other conditions experienced on the plant.

ie from any condition to any condition experienced on the plant.

Appropriate action

Appropriate action includes:

determining problems needing action

determining possible fault causes

rectifying problem using appropriate solution within area of responsibility

following through items initiated until final resolution has occurred

reporting problems outside area of responsibility to designated person.

Procedures

Procedures may be written, verbal, computer-based or in some other form. They include:

all work instructions

standard operating procedures

formulas/recipes

batch sheets

temporary instructions

any similar instructions provided for the smooth running of the plant.

For the purposes of this Training Package, 'procedures' also includes good operating practice as may be defined by industry codes of practice (eg Responsible Care) and government regulations.

Health, safety and environment (HSE)

All operations to which this unit applies are subject to stringent health, safety and environment requirements, which may be imposed through State or Federal legislation, and these must not be compromised at any time. Where there is an apparent conflict between Performance Criteria and HSE requirements, the HSE requirements take precedence.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify work requirements 
Identify and control hazards 
Coordinate with appropriate personnel 
Manage products within the tank farm or at the platform in accordance with the site/enterprise's storage types, products and locations 
Inspect storage or docking facilities for leaks or damage 
Check and test safety systems to verify their operational condition and status, and report on all equipment faults 
Conduct critical inspections of storage and tank farms (and ascertain seaworthiness of vessels at sea if required) ensuring areas are safe, clean and equipment can't be compromised by debris 
Identify and report all equipment requiring maintenance, follow up to satisfactory conclusion. 
Confirm tank mixes, capacities and quality, and determine if these are being maintained within the agreed product requirements prior to transfer 
Monitor gas detection/environmental/safety systems to ensure the storage area is a safe environment and that the safety of the area or vessel is not compromised 
Communicate storage conditions to transfer or other personnel to inform them of the operational condition and status of the storage facilities or vessel. 
Monitor load-out/transfer systems on the platform or in the terminal load-out/transfer area 
Monitor gas detection/environmental/safety systems to ensure the load-out/transfer area is a safe environment 
Inform appropriate personnel of the load-out/transfer area status, and conditions of the storage facilities. 
Communicate operational status to required personnel prior to loading 
Ensure that all start-up permissives have been satisfied and product is ready for transfer 
Set and adjust pump flow rates to keep within agreed capacities 
Monitor loading pump performance to keep within stated operational ranges and vibration is in limits 
Take and record product shipping/transfer samples as required. 
Isolate plant 
Make safe for required work 
Check plant is ready to be returned to service 
Prepare plant for return to service. 
Identify possible problems in equipment and process. 
Determine problems needing action 
Determine possible fault causes 
Rectify problem using appropriate solution within area of responsibility 
Follow up items until resolved 
Report problems outside area of responsibility to designated person. 

Forms

Assessment Cover Sheet

PMAOPS307B - Transfer bulk fluids into_out of storage facility
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

PMAOPS307B - Transfer bulk fluids into_out of storage facility

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: