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Evidence Guide: PMAOPS307 - Transfer bulk fluids into/out of storage facility

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

PMAOPS307 - Transfer bulk fluids into/out of storage facility

What evidence can you provide to prove your understanding of each of the following citeria?

Prepare for work

  1. Receive and give shift handover
  2. Identify work requirements
  3. Identify and control hazards
  4. Coordinate with appropriate personnel
  5. Check for recent work undertaken on storage/transfer facilities
  6. Note any outstanding/incomplete work
  7. Check operational status of storage/transfer facilities
Receive and give shift handover

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify work requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and control hazards

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Coordinate with appropriate personnel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check for recent work undertaken on storage/transfer facilities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Note any outstanding/incomplete work

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check operational status of storage/transfer facilities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare storage/transfer facilities

  1. Manage products within the tank farm or at the platform in accordance with the site/enterprise's storage types, products and locations
  2. Inspect storage and/or docking facilities for leaks or damage
  3. Check and test safety systems to verify their operational condition and status, and report on all equipment faults
  4. Conduct critical inspections of storage and tank farms (and ascertain seaworthiness of vessels at sea, if required) and transfer facilities ensuring areas are safe, clean and equipment can’t be compromised by debris
  5. Identify and report all equipment requiring maintenance, follow-up to satisfactory conclusion
Manage products within the tank farm or at the platform in accordance with the site/enterprise's storage types, products and locations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inspect storage and/or docking facilities for leaks or damage

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check and test safety systems to verify their operational condition and status, and report on all equipment faults

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct critical inspections of storage and tank farms (and ascertain seaworthiness of vessels at sea, if required) and transfer facilities ensuring areas are safe, clean and equipment can’t be compromised by debris

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and report all equipment requiring maintenance, follow-up to satisfactory conclusion

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor storage facilities

  1. Confirm tank mixes, capacities and quality, and determine if these are being maintained within the agreed product requirements prior to transfer
  2. 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
  3. Communicate storage conditions to transfer or other personnel to inform them of the operational condition and status of the storage facilities or vessel
Confirm tank mixes, capacities and quality, and determine if these are being maintained within the agreed product requirements prior to transfer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate storage conditions to transfer or other personnel to inform them of the operational condition and status of the storage facilities or vessel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor load-out/transfer platform or facility in accordance with procedures

  1. Monitor load-out/transfer systems on the platform or in the terminal load-out/transfer area
  2. Monitor gas detection/environmental/safety systems to ensure the load-out/transfer area is a safe environment
  3. Inform appropriate personnel of the load-out/transfer area status, and conditions of the storage facilities
Monitor load-out/transfer systems on the platform or in the terminal load-out/transfer area

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor gas detection/environmental/safety systems to ensure the load-out/transfer area is a safe environment

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inform appropriate personnel of the load-out/transfer area status, and conditions of the storage facilities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct load-out/transfer in accordance with procedures

  1. Communicate operational status to required personnel prior to loading
  2. Ensure that all start-up permissives have been satisfied and product is ready for transfer
  3. Set and adjust pump flow rates to keep within agreed capacities
  4. Monitor loading pump performance to keep within stated operational ranges and vibration is in limits
  5. Take and record product shipping/transfer samples if required
Communicate operational status to required personnel prior to loading

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure that all start-up permissives have been satisfied and product is ready for transfer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Set and adjust pump flow rates to keep within agreed capacities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor loading pump performance to keep within stated operational ranges and vibration is in limits

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Take and record product shipping/transfer samples if required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Isolate and de-isolate plant

  1. Isolate storage/transfer facility or its component parts
  2. Make safe for required work
  3. Check storage/transfer facility/plant item is ready to be returned to service
  4. De-isolate and prepare plant for return to service
Isolate storage/transfer facility or its component parts

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make safe for required work

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check storage/transfer facility/plant item is ready to be returned to service

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

De-isolate and prepare plant for return to service

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Resolve problems

  1. Identify possible problems in equipment and process
  2. Determine problems needing action
  3. Determine possible fault causes
  4. Rectify problem using appropriate solution within area of responsibility
  5. Follow up items until resolved
  6. Report problems outside area of responsibility to designated person
Identify possible problems in equipment and process

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine problems needing action

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine possible fault causes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Rectify problem using appropriate solution within area of responsibility

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Follow up items until resolved

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Report problems outside area of responsibility to designated person

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

Elements describe the essential outcomes.

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

1

Prepare for work

1.1

Receive and give shift handover

1.2

Identify work requirements

1.3

Identify and control hazards

1.4

Coordinate with appropriate personnel

1.5

Check for recent work undertaken on storage/transfer facilities

1.6

Note any outstanding/incomplete work

1.7

Check operational status of storage/transfer facilities

2

Prepare storage/transfer facilities

2.1

Manage products within the tank farm or at the platform in accordance with the site/enterprise's storage types, products and locations

2.2

Inspect storage and/or docking facilities for leaks or damage

2.3

Check and test safety systems to verify their operational condition and status, and report on all equipment faults

2.4

Conduct critical inspections of storage and tank farms (and ascertain seaworthiness of vessels at sea, if required) and transfer facilities ensuring areas are safe, clean and equipment can’t be compromised by debris

2.5

Identify and report all equipment requiring maintenance, follow-up to satisfactory conclusion

3

Monitor storage facilities

3.1

Confirm tank mixes, capacities and quality, and determine if these are being maintained within the agreed product requirements prior to transfer

3.2

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

3.3

Communicate storage conditions to transfer or other personnel to inform them of the operational condition and status of the storage facilities or vessel

4

Monitor load-out/transfer platform or facility in accordance with procedures

4.1

Monitor load-out/transfer systems on the platform or in the terminal load-out/transfer area

4.2

Monitor gas detection/environmental/safety systems to ensure the load-out/transfer area is a safe environment

4.3

Inform appropriate personnel of the load-out/transfer area status, and conditions of the storage facilities

5

Conduct load-out/transfer in accordance with procedures

5.1

Communicate operational status to required personnel prior to loading

5.2

Ensure that all start-up permissives have been satisfied and product is ready for transfer

5.3

Set and adjust pump flow rates to keep within agreed capacities

5.4

Monitor loading pump performance to keep within stated operational ranges and vibration is in limits

5.5

Take and record product shipping/transfer samples if required

6

Isolate and de-isolate plant

6.1

Isolate storage/transfer facility or its component parts

6.2

Make safe for required work

6.3

Check storage/transfer facility/plant item is ready to be returned to service

6.4

De-isolate and prepare plant for return to service

7

Resolve problems

7.1

Identify possible problems in equipment and process

7.2

Determine problems needing action

7.3

Determine possible fault causes

7.4

Rectify problem using appropriate solution within area of responsibility

7.5

Follow up items until resolved

7.6

Report problems outside area of responsibility to designated person

Required Skills and Knowledge

Elements describe the essential outcomes.

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

1

Prepare for work

1.1

Receive and give shift handover

1.2

Identify work requirements

1.3

Identify and control hazards

1.4

Coordinate with appropriate personnel

1.5

Check for recent work undertaken on storage/transfer facilities

1.6

Note any outstanding/incomplete work

1.7

Check operational status of storage/transfer facilities

2

Prepare storage/transfer facilities

2.1

Manage products within the tank farm or at the platform in accordance with the site/enterprise's storage types, products and locations

2.2

Inspect storage and/or docking facilities for leaks or damage

2.3

Check and test safety systems to verify their operational condition and status, and report on all equipment faults

2.4

Conduct critical inspections of storage and tank farms (and ascertain seaworthiness of vessels at sea, if required) and transfer facilities ensuring areas are safe, clean and equipment can’t be compromised by debris

2.5

Identify and report all equipment requiring maintenance, follow-up to satisfactory conclusion

3

Monitor storage facilities

3.1

Confirm tank mixes, capacities and quality, and determine if these are being maintained within the agreed product requirements prior to transfer

3.2

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

3.3

Communicate storage conditions to transfer or other personnel to inform them of the operational condition and status of the storage facilities or vessel

4

Monitor load-out/transfer platform or facility in accordance with procedures

4.1

Monitor load-out/transfer systems on the platform or in the terminal load-out/transfer area

4.2

Monitor gas detection/environmental/safety systems to ensure the load-out/transfer area is a safe environment

4.3

Inform appropriate personnel of the load-out/transfer area status, and conditions of the storage facilities

5

Conduct load-out/transfer in accordance with procedures

5.1

Communicate operational status to required personnel prior to loading

5.2

Ensure that all start-up permissives have been satisfied and product is ready for transfer

5.3

Set and adjust pump flow rates to keep within agreed capacities

5.4

Monitor loading pump performance to keep within stated operational ranges and vibration is in limits

5.5

Take and record product shipping/transfer samples if required

6

Isolate and de-isolate plant

6.1

Isolate storage/transfer facility or its component parts

6.2

Make safe for required work

6.3

Check storage/transfer facility/plant item is ready to be returned to service

6.4

De-isolate and prepare plant for return to service

7

Resolve problems

7.1

Identify possible problems in equipment and process

7.2

Determine problems needing action

7.3

Determine possible fault causes

7.4

Rectify problem using appropriate solution within area of responsibility

7.5

Follow up items until resolved

7.6

Report problems outside area of responsibility to designated person

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:

use data and own senses to monitor plant and maximise performance

perform pre-start checks, inspections and tests, start-up/shutdown procedures, and isolations and de-isolations

identify hazards and risks and apply risk control procedures

identify early warning signs of equipment/processes needing attention or with potential problems and respond in accordance with procedures.

Evidence must be provided that demonstrates knowledge of:

all items on a schematic of the storage/transfer system and functions of each

interactions between plant items/processes

process specific science (physics, chemistry and biochemistry) to the level of being able to interpret the science and extract factors controlling the process and product, causes of head loss in piping systems, including comparison of fittings using Le/d concept, fluid and pipe material properties, flow geometry and static electricity principles

systems’ operating parameters, integrity limits, product specifications and tolerances, tank and product mixes, flow rates and measures, tank capacities and percentages, process parameters and limits, including temperature, pressure, flow and pH

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

hierarchy of control

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

their possible causes

potential consequences

appropriate risk controls.

Range Statement

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:

darkness, distance over which transfer must occur

electricity

gas

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

plant services (steam, condensate and cooling water)

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

Routine problems

Routine problems include one or more of the following:

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

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, engineering specifications

remembered experience

relevant knowledge obtained from appropriate people

Start up/shut down

Start up/shut down includes the following:

start up and shut down to/from normal operating conditions

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

start up and shut down to/from other conditions/situations experienced on the plant

Permissive

A permissive is any and all permissions which are required and include one or more of the following:

authorisation

permit/clearance

other permit sanctioned by procedures

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

Operate

Operate is to monitor, adjust/make change to the production unit and/or its component items to meet specifications, by one or both of the following:

manually in the plant

using local controller in the plant

Monitor

Monitor means to continuously or frequently observe using data and/or senses.

Product

Product includes one or more of the following:

hydrocarbons

oil

gas

bulk liquid chemicals/petrochemicals