Assessor Resource

PMAOPS410
Operate remote production facilities

Assessment tool

Version 1.0
Issue Date: May 2024


This unit of competency covers the skills and knowledge required to operate and monitor remote process/plant, including production facilities and its associated ancillary equipment and services, from a remote, off-site control system using ground based, satellite or other communications systems. It applies to remote facilities, such as wellheads, separation facilities, utility systems, compressor/pumping stations, treatment stations and satellite processes.

This unit of competency applies to senior technicians or similar roles who are required to apply in depth knowledge of process and plant to in order to operate, monitor and optimise the remote facility, perform tests and isolations, solve process problems and liaise with other plants and facilities.

This unit of competency would typically require the use of a control system, such as a distributed control systems (DCS) or supervisory control and data acquisition (SCADA).

It is not expected that there would be a ‘field operator’ available full time at the remote facility and arranging for one to attend could be part of the role.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

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



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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Prepare for operation of remote facility

1.1

Receive and give shift handover

1.2

Identify work requirements

1.3

Identify and control remote facility hazards

1.4

Check for recent work undertaken on remote facility

1.5

Note any outstanding/incomplete work

1.6

Check operational status of remote facility

1.7

Liaise with field operator and other personnel responsible for remote facility confirming expected attendance time and work to be performed

2

Operate the remote facility

2.1

Monitor the remote facility, its component plant items, utilities and environment frequently and critically throughout shift using measured/ indicated data

2.2

Describe impacts of any environmental changes and changes upstream and downstream

2.3

Recognise actual and developing situations which may require action

2.4

Apply operational knowledge to resolve problems

2.5

Take other actions on abnormal situations which cannot be resolved during the shift to ensure safety and the resolution of the situation

2.6

Follow through items initiated until final resolution has occurred

3

Recover and measure product

3.1

Monitor quality and quantity of products and wastes generated

3.2

Maximise recovery of product and transfer in accordance with procedures

3.3

Ensure all waste is treated in accordance with procedures and waste disposed of is within environmental/licence limits

3.4

Ensure measuring, sampling, testing and data logging is occurring to schedule

4

Organise required onsite activities

4.1

Identify job scope and timing of required on-site work from monitored data, job schedules and observations of remote facility operations

4.2

Arrange for appropriate personnel to attend remote site within the required timeframe

4.3

Liaise with personnel attending site from their departure for remote site, their activities on remote site and their return to base

4.4

Check effectiveness of on-site work before personnel leave remote site

5

Isolate and de-isolate remote facility

5.1

Arrange to have personnel on site in accordance with procedures

5.2

Complete any required pre-start checks

5.3

Start up/shut down remote facility according to the type and duty in liaison with other personnel

5.4

Start up/shut down/changeover component plant items within unit according to their type and duty in liaison with other personnel

5.5

Isolate entire remote facility and/or any component plant item

5.6

Make safe for required work

5.7

Check remote facility/plant item is ready to be returned to service

5.8

De-isolate and prepare remote facility/plant item for return to service

Evidence required to demonstrate competence in this unit must be relevant to and satisfy the requirements of the elements and performance criteria, and include the ability to:

interpret and respond to panel messages and alarms

obtain and interpret data from the control system to minimise variation and maximise performance

predict impact of a change in one unit/area on other plant units/areas and take action

apply process knowledge to monitor and predict the need for adjustments to system components

identify early warning signs of equipment/processes needing attention or with potential problems and take action

identify hazards and risks and apply risk control procedures.

Evidence must be provided that demonstrates knowledge of:

all items on a schematic of the remote system and the function of each

remote terminal unit, functions, operation and problems

nature/condition of materials entering and leaving each stage of the process

changes which have occurred in that stage and why they have occurred

methods of changing production rates and the advantages and disadvantages of each

effect of specific climatic and environmental factors

process parameters and limits (e.g. temperature, pressure, flow and pH)

principles of operation of plant/equipment

physics and chemistry relevant to the process unit and the fluids involved

local lease and well operations requirements and constraints

corrective action appropriate to the problem cause

function and troubleshooting of major components and their problems

hierarchy of control

hazards that may arise in the job/work environment, and:

their possible causes

potential consequences

appropriate risk controls.

The unit should be assessed holistically and the judgement of competence based on a holistic assessment of the evidence.

The collection of performance evidence:

should occur over a range of situations which include typical disruptions to normal, smooth operations

will typically include a supervisor/third-party report focusing on consistent performance and problem recognition and solving. A supervisor/third-party report must be prepared by someone who has a direct, relevant, current relationship with the person being assessed and who is in a position to form a judgement on workplace performance relevant to the unit of competency

must include the use of industrial type remote facilities allowing operation

may use industry-based simulation for all of the unit particularly where safety, lack of opportunity or significant cost is an issue.

Assessment should occur in operational workplace situations. Where this is not possible, or where personal safety or environmental damage are limiting factors, assessment must occur in a sufficiently rigorous simulated environment reflecting realistic operational workplace conditions. This must cover all aspects of workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills.

Assessment in a simulated environment should use evidence collected from one or more of:

walk-throughs

pilot plant operation

demonstration of skills

industry-based case studies/scenarios

‘what ifs’.

Knowledge evidence may be collected concurrently with performance evidence (provided a record is kept) or through an independent process, such as workbooks, written assessments or interviews (provided a record is kept).

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Conditions for assessment must include access to all tools, equipment, materials and documentation required, including relevant workplace procedures, product and manufacturing specifications associated with this unit.

The regulatory framework will be reflected in workplace policies and procedures and is not required to be independently assessed.

Foundation skills are integral to competent performance of the unit and should not be assessed separately.

Assessors must satisfy the assessor competency requirements that are in place at the time of the assessment as set by the VET regulator.

In addition, the assessor or anyone acting in subject matter expert role in assessment must demonstrate both technical competency and currency. If the assessor cannot demonstrate technical competency and currency they must assess with a subject matter expert who does meet these requirements.

Technical competence can be demonstrated through one or more of:

relevant VET or other qualification/Statement of Attainment

appropriate workplace experience undertaking the type of work being assessed under routine and non-routine conditions

appropriate workplace experience supervising/evaluating the type of work being assessed under routine and non-routine conditions

Currency can be demonstrated through one or more of:

being currently employed undertaking the type of work being assessed

being employed by the organisation undertaking the type of work being assessed and having maintained currency in accordance with that organisation’s policies and procedures

having consulted/had contact with an organisation undertaking the type of work being assessed within the last twelve months, the consultation/contact being related to assessment

conducting on-the-job training/assessments of the type of work being assessed

being an active member of a relevant professional body and participating in activities relevant to the assessment of this type of work.


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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Prepare for operation of remote facility

1.1

Receive and give shift handover

1.2

Identify work requirements

1.3

Identify and control remote facility hazards

1.4

Check for recent work undertaken on remote facility

1.5

Note any outstanding/incomplete work

1.6

Check operational status of remote facility

1.7

Liaise with field operator and other personnel responsible for remote facility confirming expected attendance time and work to be performed

2

Operate the remote facility

2.1

Monitor the remote facility, its component plant items, utilities and environment frequently and critically throughout shift using measured/ indicated data

2.2

Describe impacts of any environmental changes and changes upstream and downstream

2.3

Recognise actual and developing situations which may require action

2.4

Apply operational knowledge to resolve problems

2.5

Take other actions on abnormal situations which cannot be resolved during the shift to ensure safety and the resolution of the situation

2.6

Follow through items initiated until final resolution has occurred

3

Recover and measure product

3.1

Monitor quality and quantity of products and wastes generated

3.2

Maximise recovery of product and transfer in accordance with procedures

3.3

Ensure all waste is treated in accordance with procedures and waste disposed of is within environmental/licence limits

3.4

Ensure measuring, sampling, testing and data logging is occurring to schedule

4

Organise required onsite activities

4.1

Identify job scope and timing of required on-site work from monitored data, job schedules and observations of remote facility operations

4.2

Arrange for appropriate personnel to attend remote site within the required timeframe

4.3

Liaise with personnel attending site from their departure for remote site, their activities on remote site and their return to base

4.4

Check effectiveness of on-site work before personnel leave remote site

5

Isolate and de-isolate remote facility

5.1

Arrange to have personnel on site in accordance with procedures

5.2

Complete any required pre-start checks

5.3

Start up/shut down remote facility according to the type and duty in liaison with other personnel

5.4

Start up/shut down/changeover component plant items within unit according to their type and duty in liaison with other personnel

5.5

Isolate entire remote facility and/or any component plant item

5.6

Make safe for required work

5.7

Check remote facility/plant item is ready to be returned to service

5.8

De-isolate and prepare remote facility/plant item for return to service

This field allows for different work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included.

Regulatory framework

The latest version of all legislation, regulations, industry codes of practice and Australian/international standards, or the version specified by the local regulatory authority, must be used, and include one or more of the following:

legislative requirements, including work health and safety (WHS)

industry codes of practice and guidelines

environmental regulations and guidelines

Australian and other standards

licence and certification requirements

All operations to which this unit applies are subject to stringent health, safety and environment (HSE) requirements, which may be imposed through state/territory 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.

Hazards

Hazards include one or more of the following:

remoteness/single operator

electricity

gases and liquids under pressure

structural hazards

structural collapse

equipment failures

industrial (machinery, equipment and product)

equipment or product mass

noise, rotational equipment or vibration

working at heights, in restricted or confined spaces, or in environments subjected to heat, dusts or vapours

flammability and explosivity

hazardous products and materials

unauthorised personnel

sharp edges, protrusions or obstructions

slippery surfaces, spills or leaks

extreme weather

other hazards that might arise

Procedures

All operations must be performed in accordance with relevant procedures.

Procedures are written, verbal, visual, computer-based or in some other form, include one or more of the following:

emergency procedures

work instructions

standard operating procedures (SOPs)

safe work method statements (SWMS)

formulas/recipes

batch sheets

temporary instructions

any similar instructions provided for the smooth running of the plant

Routine problems

Routine problems are predictable problems with known solutions and include one or more of the following:

variations in feed

contamination of product

control of temperature and pressure

variations in waste

equipment malfunction

vibration

Non-routine problems

Non-routine problems are unexpected problems, or variations of previous problems and must be resolved by applying operational knowledge to develop new solutions, either individually or in collaboration with relevant experts, to:

determine problems needing action

determine possible fault causes

develop solutions to problems which do not have a known solution

follow through items initiated until final resolution has occurred

report problems outside area of responsibility to designated person

Operational knowledge includes one or more of the following:

procedures

training

technical information, such as journals and engineering specifications

remembered experience

relevant knowledge obtained from appropriate people

Remote production facility

This unit of competency includes all such items of equipment and unit operations which form part of the remote production facility, including as appropriate to the facility, one or more of the following:

valves

pumps

prime movers

compressors

separators

instrumentation

storage tanks, ponds and dams

filters

wellheads

hydraulic well control panels

fire and gas safety systems

Evidence required to demonstrate competence in this unit must be relevant to and satisfy the requirements of the elements and performance criteria, and include the ability to:

interpret and respond to panel messages and alarms

obtain and interpret data from the control system to minimise variation and maximise performance

predict impact of a change in one unit/area on other plant units/areas and take action

apply process knowledge to monitor and predict the need for adjustments to system components

identify early warning signs of equipment/processes needing attention or with potential problems and take action

identify hazards and risks and apply risk control procedures.

Evidence must be provided that demonstrates knowledge of:

all items on a schematic of the remote system and the function of each

remote terminal unit, functions, operation and problems

nature/condition of materials entering and leaving each stage of the process

changes which have occurred in that stage and why they have occurred

methods of changing production rates and the advantages and disadvantages of each

effect of specific climatic and environmental factors

process parameters and limits (e.g. temperature, pressure, flow and pH)

principles of operation of plant/equipment

physics and chemistry relevant to the process unit and the fluids involved

local lease and well operations requirements and constraints

corrective action appropriate to the problem cause

function and troubleshooting of major components and their problems

hierarchy of control

hazards that may arise in the job/work environment, and:

their possible causes

potential consequences

appropriate risk controls.

The unit should be assessed holistically and the judgement of competence based on a holistic assessment of the evidence.

The collection of performance evidence:

should occur over a range of situations which include typical disruptions to normal, smooth operations

will typically include a supervisor/third-party report focusing on consistent performance and problem recognition and solving. A supervisor/third-party report must be prepared by someone who has a direct, relevant, current relationship with the person being assessed and who is in a position to form a judgement on workplace performance relevant to the unit of competency

must include the use of industrial type remote facilities allowing operation

may use industry-based simulation for all of the unit particularly where safety, lack of opportunity or significant cost is an issue.

Assessment should occur in operational workplace situations. Where this is not possible, or where personal safety or environmental damage are limiting factors, assessment must occur in a sufficiently rigorous simulated environment reflecting realistic operational workplace conditions. This must cover all aspects of workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills.

Assessment in a simulated environment should use evidence collected from one or more of:

walk-throughs

pilot plant operation

demonstration of skills

industry-based case studies/scenarios

‘what ifs’.

Knowledge evidence may be collected concurrently with performance evidence (provided a record is kept) or through an independent process, such as workbooks, written assessments or interviews (provided a record is kept).

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Conditions for assessment must include access to all tools, equipment, materials and documentation required, including relevant workplace procedures, product and manufacturing specifications associated with this unit.

The regulatory framework will be reflected in workplace policies and procedures and is not required to be independently assessed.

Foundation skills are integral to competent performance of the unit and should not be assessed separately.

Assessors must satisfy the assessor competency requirements that are in place at the time of the assessment as set by the VET regulator.

In addition, the assessor or anyone acting in subject matter expert role in assessment must demonstrate both technical competency and currency. If the assessor cannot demonstrate technical competency and currency they must assess with a subject matter expert who does meet these requirements.

Technical competence can be demonstrated through one or more of:

relevant VET or other qualification/Statement of Attainment

appropriate workplace experience undertaking the type of work being assessed under routine and non-routine conditions

appropriate workplace experience supervising/evaluating the type of work being assessed under routine and non-routine conditions

Currency can be demonstrated through one or more of:

being currently employed undertaking the type of work being assessed

being employed by the organisation undertaking the type of work being assessed and having maintained currency in accordance with that organisation’s policies and procedures

having consulted/had contact with an organisation undertaking the type of work being assessed within the last twelve months, the consultation/contact being related to assessment

conducting on-the-job training/assessments of the type of work being assessed

being an active member of a relevant professional body and participating in activities relevant to the assessment of this type of work.

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
Receive and give shift handover 
Identify work requirements 
Identify and control remote facility hazards 
Check for recent work undertaken on remote facility 
Note any outstanding/incomplete work 
Check operational status of remote facility 
Liaise with field operator and other personnel responsible for remote facility confirming expected attendance time and work to be performed 
Monitor the remote facility, its component plant items, utilities and environment frequently and critically throughout shift using measured/ indicated data 
Describe impacts of any environmental changes and changes upstream and downstream 
Recognise actual and developing situations which may require action 
Apply operational knowledge to resolve problems 
Take other actions on abnormal situations which cannot be resolved during the shift to ensure safety and the resolution of the situation 
Follow through items initiated until final resolution has occurred 
Monitor quality and quantity of products and wastes generated 
Maximise recovery of product and transfer in accordance with procedures 
Ensure all waste is treated in accordance with procedures and waste disposed of is within environmental/licence limits 
Ensure measuring, sampling, testing and data logging is occurring to schedule 
Identify job scope and timing of required on-site work from monitored data, job schedules and observations of remote facility operations 
Arrange for appropriate personnel to attend remote site within the required timeframe 
Liaise with personnel attending site from their departure for remote site, their activities on remote site and their return to base 
Check effectiveness of on-site work before personnel leave remote site 
Arrange to have personnel on site in accordance with procedures 
Complete any required pre-start checks 
Start up/shut down remote facility according to the type and duty in liaison with other personnel 
Start up/shut down/changeover component plant items within unit according to their type and duty in liaison with other personnel 
Isolate entire remote facility and/or any component plant item 
Make safe for required work 
Check remote facility/plant item is ready to be returned to service 
De-isolate and prepare remote facility/plant item for return to service 

Forms

Assessment Cover Sheet

PMAOPS410 - Operate remote production facilities
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

PMAOPS410 - Operate remote production facilities

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: