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Evidence Guide: PMASUP444 - Plan plant preparation and isolation

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

 

PMASUP444 - Plan plant preparation and isolation

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

Confirm scope of work

  1. Examine identified work scope (e.g. what, where, who, when, why, duration and frequency)
  2. Confirm purpose of identified work
  3. Identify plant and equipment involved
  4. Negotiate any conflicts/inconsistencies with relevant stakeholders
  5. Identify possible need for temporary lifting of any isolations
Examine identified work scope (e.g. what, where, who, when, why, duration and frequency)

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm purpose of identified work

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify plant and equipment involved

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiate any conflicts/inconsistencies with relevant stakeholders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify possible need for temporary lifting of any isolations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop isolation philosophy for work

  1. Apply relevant isolation philosophy/strategy, including type of/hierarchy of isolation and lock out/tag out
  2. Determine implications of isolation
  3. Identify physical limits of affected plant and equipment
  4. Check suitability and effectiveness of existing isolation procedures
  5. Assess possible boundaries for isolations
  6. Seek local knowledge for similar isolations and preparations
  7. Identify available/permissible preparation strategies, including purging fluids and techniques
  8. Draft strategies for isolation and preparation
  9. Communicate, as appropriate, with stakeholders
  10. Negotiate isolation and preparation conflicts
  11. Prepare isolation philosophy for work
Apply relevant isolation philosophy/strategy, including type of/hierarchy of isolation and lock out/tag out

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine implications of isolation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify physical limits of affected plant and equipment

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check suitability and effectiveness of existing isolation procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess possible boundaries for isolations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek local knowledge for similar isolations and preparations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify available/permissible preparation strategies, including purging fluids and techniques

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Draft strategies for isolation and preparation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate, as appropriate, with stakeholders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiate isolation and preparation conflicts

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare isolation philosophy for work

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage hazards

  1. Identify existing hazards of plant, process and materials
  2. Identify hazards associated with performing the isolations and preparation
  3. Identify hazards associated with purging/flushing/venting materials
  4. Draft strategies for controlling any releases
  5. Estimate required preparation durations taking into account factors, such as starting conditions, safe rates of change (pressure, temperature), volumes and pressures required
  6. Make recommendations for improvement in accordance with procedures
  7. Liaise with technical experts as required
  8. Specify types of isolations and locations of isolations required
  9. Specify controls to bring hazards to ‘as low as reasonably practicable’ (ALARP)
Identify existing hazards of plant, process and materials

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify hazards associated with performing the isolations and preparation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify hazards associated with purging/flushing/venting materials

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Draft strategies for controlling any releases

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Estimate required preparation durations taking into account factors, such as starting conditions, safe rates of change (pressure, temperature), volumes and pressures required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make recommendations for improvement in accordance with procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Liaise with technical experts as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Specify types of isolations and locations of isolations required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Specify controls to bring hazards to ‘as low as reasonably practicable’ (ALARP)

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Plan required isolation and preparation

  1. Determine required sequencing of all steps
  2. Develop isolation procedure
  3. Develop preparation procedure
  4. Develop decontamination procedures
  5. Develop required procedures for plant supplementary systems
  6. Verify procedures against relevant drawings and the plant
  7. Identify and schedule required pre-work
  8. Determine competencies required to complete planned isolations and preparation
  9. Plan required de-isolation and preparation for return to service
  10. Discuss proposed plans with relevant stakeholders
  11. Complete required documentation
Determine required sequencing of all steps

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop isolation procedure

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop preparation procedure

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop decontamination procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop required procedures for plant supplementary systems

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Verify procedures against relevant drawings and the plant

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and schedule required pre-work

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine competencies required to complete planned isolations and preparation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Plan required de-isolation and preparation for return to service

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Discuss proposed plans with relevant stakeholders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete required documentation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain authority to execute plan

  1. Obtain approval to implement the isolation and preparation plan
  2. Obtain approval to implement the de-isolation and preparation for return to service plan
  3. Acquire hardware and resources for isolation and de-isolation and preparation for work and return to service
Obtain approval to implement the isolation and preparation plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain approval to implement the de-isolation and preparation for return to service plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Acquire hardware and resources for isolation and de-isolation and preparation for work and return to service

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

Confirm scope of work

1.1

Examine identified work scope (e.g. what, where, who, when, why, duration and frequency)

1.2

Confirm purpose of identified work

1.3

Identify plant and equipment involved

1.4

Negotiate any conflicts/inconsistencies with relevant stakeholders

1.5

Identify possible need for temporary lifting of any isolations

2

Develop isolation philosophy for work

2.1

Apply relevant isolation philosophy/strategy, including type of/hierarchy of isolation and lock out/tag out

2.2

Determine implications of isolation

2.3

Identify physical limits of affected plant and equipment

2.4

Check suitability and effectiveness of existing isolation procedures

2.5

Assess possible boundaries for isolations

2.6

Seek local knowledge for similar isolations and preparations

2.7

Identify available/permissible preparation strategies, including purging fluids and techniques

2.8

Draft strategies for isolation and preparation

2.9

Communicate, as appropriate, with stakeholders

2.10

Negotiate isolation and preparation conflicts

2.11

Prepare isolation philosophy for work

3

Manage hazards

3.1

Identify existing hazards of plant, process and materials

3.2

Identify hazards associated with performing the isolations and preparation

3.3

Identify hazards associated with purging/flushing/venting materials

3.4

Draft strategies for controlling any releases

3.5

Estimate required preparation durations taking into account factors, such as starting conditions, safe rates of change (pressure, temperature), volumes and pressures required

3.6

Make recommendations for improvement in accordance with procedures

3.7

Liaise with technical experts as required

3.8

Specify types of isolations and locations of isolations required

3.9

Specify controls to bring hazards to ‘as low as reasonably practicable’ (ALARP)

4

Plan required isolation and preparation

4.1

Determine required sequencing of all steps

4.2

Develop isolation procedure

4.3

Develop preparation procedure

4.4

Develop decontamination procedures

4.5

Develop required procedures for plant supplementary systems

4.6

Verify procedures against relevant drawings and the plant

4.7

Identify and schedule required pre-work

4.8

Determine competencies required to complete planned isolations and preparation

4.9

Plan required de-isolation and preparation for return to service

4.10

Discuss proposed plans with relevant stakeholders

4.11

Complete required documentation

5

Obtain authority to execute plan

5.1

Obtain approval to implement the isolation and preparation plan

5.2

Obtain approval to implement the de-isolation and preparation for return to service plan

5.3

Acquire hardware and resources for isolation and de-isolation and preparation for work and return to service

Required Skills and Knowledge

Elements describe the essential outcomes.

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

1

Confirm scope of work

1.1

Examine identified work scope (e.g. what, where, who, when, why, duration and frequency)

1.2

Confirm purpose of identified work

1.3

Identify plant and equipment involved

1.4

Negotiate any conflicts/inconsistencies with relevant stakeholders

1.5

Identify possible need for temporary lifting of any isolations

2

Develop isolation philosophy for work

2.1

Apply relevant isolation philosophy/strategy, including type of/hierarchy of isolation and lock out/tag out

2.2

Determine implications of isolation

2.3

Identify physical limits of affected plant and equipment

2.4

Check suitability and effectiveness of existing isolation procedures

2.5

Assess possible boundaries for isolations

2.6

Seek local knowledge for similar isolations and preparations

2.7

Identify available/permissible preparation strategies, including purging fluids and techniques

2.8

Draft strategies for isolation and preparation

2.9

Communicate, as appropriate, with stakeholders

2.10

Negotiate isolation and preparation conflicts

2.11

Prepare isolation philosophy for work

3

Manage hazards

3.1

Identify existing hazards of plant, process and materials

3.2

Identify hazards associated with performing the isolations and preparation

3.3

Identify hazards associated with purging/flushing/venting materials

3.4

Draft strategies for controlling any releases

3.5

Estimate required preparation durations taking into account factors, such as starting conditions, safe rates of change (pressure, temperature), volumes and pressures required

3.6

Make recommendations for improvement in accordance with procedures

3.7

Liaise with technical experts as required

3.8

Specify types of isolations and locations of isolations required

3.9

Specify controls to bring hazards to ‘as low as reasonably practicable’ (ALARP)

4

Plan required isolation and preparation

4.1

Determine required sequencing of all steps

4.2

Develop isolation procedure

4.3

Develop preparation procedure

4.4

Develop decontamination procedures

4.5

Develop required procedures for plant supplementary systems

4.6

Verify procedures against relevant drawings and the plant

4.7

Identify and schedule required pre-work

4.8

Determine competencies required to complete planned isolations and preparation

4.9

Plan required de-isolation and preparation for return to service

4.10

Discuss proposed plans with relevant stakeholders

4.11

Complete required documentation

5

Obtain authority to execute plan

5.1

Obtain approval to implement the isolation and preparation plan

5.2

Obtain approval to implement the de-isolation and preparation for return to service plan

5.3

Acquire hardware and resources for isolation and de-isolation and preparation for work and 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:

plan, prepare and develop plant preparation and isolation philosophy/activities for a particular activity

arrange resources as required

communicate effectively with stakeholders, including manufacturers, engineering personnel, designers, contractors and maintenance and other company personnel

identify hazards and risks and apply risk control procedures

complete written/electronic documentation.

Evidence must be provided that demonstrates knowledge of:

all items on a schematic of the system and functions of each

principles of operation of items of equipment in the system

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

typical requirements for preparation to ensure that plant and equipment is in a safe and appropriate condition for the required work, including:

draining

purging

inerting

decontaminating

cleaning

ventilating

controlling atmosphere (e.g. to ensure it is breathable, and is not within the flammable range)

adjusting temperature to make a workable environment

adjusting pressure (usually to atmospheric)

ensuring adequate access and egress

implications of isolation in both the area of the work and upstream and downstream, including:

upstream and downstream process implications

ability to prepare plant once isolated

integrity of plant once isolated and prepared

methods for controlling releases to the environment, including:

preventing any release

containing any release

recovery and reuse or disposal of any release.

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:

Government of Western Australia, Department of Commerce, Guidance note – Isolation of plant, 2010 (or similar state regulation)

National Offshore Petroleum Safety Authority (NOPSA) requirements, where relevant

Major Hazard Facility (MHF) Licence to operate, where relevant

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:

electricity

gas (flammable, toxic and anoxic)

gases and liquids under pressure

structural hazards

structural collapse

equipment failures

industrial (machinery, equipment and product)

equipment or product mass

plant services (steam, condensate and cooling water)

limited head spaces or overhangs

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

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

Determining competencies required

Determining competencies required for isolation and preparation includes consideration of the need for skilled/qualified/licensed personnel in the areas of the following:

electrical (normal)

electrical high voltage and hazardous area

electrical isolation/de-isolation

radiation

heights

mobile plant

plumbing

mechanical fitting

permit preparation

Isolation procedures

Isolation procedures include one or more of the following:

isolation processes

isolation list

multiple isolations

temporary lifting of isolations, when and if required

interlocks

and will include consideration of:

isolation alternatives

conflicts of isolation

Verifying procedures

Verifying procedures include one or more of the following:

checking existing documents which have been used are accurate, current and complete

checking planned isolation points do exist, are accessible, and are suitable for the isolation planned

having a history of providing the isolation desired

Relevant drawings

Relevant drawings include one or more of the following:

piping and instrumentation diagrams (P&IDs)

process flow diagrams (PFDs)

process flow sheets (PFSs)

process engineering flow sheets (PEFs)

Required pre-work

Required pre-work includes one or more of the following:

scaffolding

building up/depletion of inventories/work in progress (WIP)

obtaining of supplies

identification tags

lock out kits

Required documentation

Required documentation includes one or more of the following:

drawings

procedures

marking up existing documents

punch lists

vendor documents/engineering specifications

documentation required by the site work control system (e.g. permits)

Documents will conform to the site requirements and document control systems, and will be paper-based, electronic or in another approved form.

Authority to execute

Authority to execute includes both the authorisation to proceed and the timing of that execution. Authority will be obtained through the channels required by the organisation/facility.

The level of authority required will vary for different types of work, different types of isolation and different plants/facilities.