5) 5.3 Heat Exchanger

Level 1, 2 &3 N/SVQ in Processing
Operations Hydrocarbons (0667)

National occupational standards
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Level 1, 2 &3 N/SVQ in Processing
Operations Hydrocarbons (0667)
National Occupational Standards
This page is intentionally blank
Contents Page
Foreword 2
Introduction 3
Qualification Structure 4
Progression Routes 5
Assessment Requirements 6 - 11
Specific Process Requirements and Lists A & B 12 - 21
National occupational standards 22 - 74
Key Skills Signposting 75- 84
Further information / SSC specific contact information 85

Foreword
This document provides details of the requirements specific to this N/SVQ

qualification which includes
the requirements for occupational competence for all those involved in
assessing and verifying performance
specific assessment requirements and
the National Occupational Standards.
This document is designed to be used in conjunction with:

the N/SVQ Candidate Guide (stock reference TS-11-0001)
and
the N/SVQ Centre Guide (stock reference EN-11-0001) which can be found on
the CD ROM entitled ‘ NVQs for the Oil and Gas Extraction and Petroleum
Industries, Centre Toolkit
Check the City & Guilds website: www.cityandguilds.com , for latest version.
Packs of multiple copies of the recording forms are also available from
Publications Sales (Recording forms for N/SVQs, stock reference TS-22-0001).
In the case of any inconsistency between the N/SVQ Centre Guide or the
N/SVQ Candidate Guide and this N/SVQ specific document, this document
shall prevail.
For details of centre and scheme approval refer to the document: 'Providing City
and Guilds qualifications' (stock code EN-00-1111) available free of charge from
the Sales Department or your regional/national City & Guilds office (details in
Further information section of this document).
Details of general regulations, registration and certification procedures, including

fees, are included in the City & Guilds Directory of N/SVQ Awards. This
information also appears on City & Guilds web site http://www.cityandguilds.com
2
Introduction
This is a new award based on new standards developed by cogent for

hydrocarbon processing operations used in the Offshore Oil and Gas Extraction
Industry, specifically Refinery Operations (Control Room).
It is designed to assess persons who are involved with the use and safety of
refinery, processing systems and associated equipment used on offshore rigs.
At Level 3, this award is aimed at those candidates who have additional, or

specialist skills and knowledge of the petroleum production processing areas. It
will also allow them to take a greater degree of responsibility.
The demand for skilled and knowledgeable personnel in this field is increasing
and it provides a progression route for candidates who already work and
operate within the plant.
The award at Level 3 will also provide an additional progression route for
candidates who have already achieved Levels 1 – 3 Processing Operations:
Hydrocarbons offered by City & Guilds.
Within the Industry opportunities will also be provided for candidates to

progress to other relevant qualifications. e.g. Technical Services, Business –
Improvement Techniques (up to Level 4), including Higher Level Qualifications
in Engineering.
There are no restrictions on candidate entry.
3
Qualification Structure
Level 3 Processing Operations Hydrocarbons (Control Room)
The NVQ consists of all seven units
City & Cogent Unit Title

Guilds Unit Unit Number
Number
Prepare Integrated Process Systems
117 PT 7 for Remote Control Operation
Remotely Control Integrated Process

118 PT 8 Systems
Prepare Integrated Process Systems

119 PT 9 for Remote Shutdown
Facilitate the Maintenance of Process

120 PT 10 Plant and Equipment
Monitor and Maintain Health and Safety

110 C2 Systems
Control Emergencies and Critical

111 C3 Situations
Create, Maintain and Enhance

112 C4 Productive Working Relationships
4
Processing Operations: Hydrocarbons Progression Routes
Occupational Relevant NQF
Roles Qualifications
Level
E
N Oil & Gas Extraction Doctorate/MPhil/Masters 5
T Platform Manager Higher Hons/Hons Degree
R Asset Manager Bachelors Degree/
A Production Director
N
T
S
W
I Oil & Gas Extraction Management N/SVQs 4
T Trainer
H Production Engineering Training & Development N/SVQ
Operations Supervisor Diploma
P
R
I
O
R
E Oil & Gas Extraction Processing Ops Hydrocarbons N/SVQ 3

X Processing Ops Hydrocarbons
P Production Technician Control Room N/SVQ
E Production/Quality Controller Information Technology N/SVQ
R Supervisor/Team Leader Training and Development N/SVQ
I Control Room Operator Management N/SVQs
E Certificate
N
C
E
&
Q Oil & Gas Extraction

U Processing Ops Hydrocarbons N/SVQ 2
A Production Operative
L Technician
I
F
I
C
A
T
I
O Oil & Gas Extraction
N
S Trainee Technician Processing Ops Hydrocarbons N/SVQ 1
ENTRY LEVEL
5
Assessment Requirements
Assessment Requirements for Awards within the Offshore Oil and Gas
Sector
Section A General Requirements
The assessment strategy for City and Guilds awards based on cogent
units is detailed below. It applies throughout the standards and must be
used as the basis for all individual assessments.
In the implementation of all cogent standards, reference should be
made back to this strategy when specifying the assessment
requirements for each unit or element of competence. The internal
and external verifier will seek evidence that the requirements have
been fulfilled by candidates and assessors at all times.
The following is in addition to City and Guilds requirements found in the
Centre Guide (EN - 11- 0001) and the Candidate Guide (TS – 11 –
0001)
1. Assessment must take place
• within the workplace (or in specialist centres which replicate the

workplace in terms of equipment and environment)
• during normal working situations.
• using relevant industrial or commercial standards and procedures.
2. Observation of normal working activity should be the primary

assessment method used.
3. Observation should be supported by documentary evidence of having

met specific components of the standard. This should be detailed in the
assessor observation report.
4. Simulation may be allowed as an alternative to direct observation in

appropriate situations e.g. where real task performance in the normal
working environment is not possible. This includes situations where
generation of performance evidence would only be possible during
emergencies or under conditions where risks to people, the environment
and the facility were present.
5. In addition to inferring knowledge from performance, knowledge will be

assessed via questioning by the assessor. This illustrates the
importance of the level of assessor occupational competence. Whilst not
precluding the use of pre-set questions, the assessor can undertake
'free-form' questioning on any aspect of competence not adequately
6
demonstrated by other forms of evidence. However the types and nature
of any such questioning must be noted for use as evidence.
6. Evidence should be produced over a period of time sufficient to

demonstrate consistency of competent performance and application of
knowledge for each element. It is not practical to apply a precise time
allocation for each individual assessment.
7. Evidence should be drawn from separate assessments taken over a

period of time in order to demonstrate that all of the requirements of the
components of the standards have been met. A typical period of time
from which to draw evidence would be between three and six months,
but the actual timescale should be consistent with the frequency and
duration of the technical activity.
8. Wherever possible a balance should be struck between using a large

number of one-off, or short-term tasks to provide evidence, and a small
number of longer-term and complex activities. Complex activities, which
may take two to three months to plan and execute, should be balanced
by incorporating them with a number of tasks of limited duration.
9. Evidence presented should be accompanied, where appropriate, by a

clear statement of the specific context in which it has been generated.
The evidence should be cross-referenced to other forms of evidence
including observation.
10. A single piece of evidence can be used to demonstrate more than one
competence and as such may apply to more than one element of the
standards. This holistic or ‘integrated assessment’ approach is strongly
recommended by City and Guilds and cogent.
11. Individual pieces of evidence should be substantially different from each

other and should be representative of the range of activities and
conditions encountered within the job role of the candidate.
12. The overall portfolio of evidence should reflect realistic work activities
which seek to satisfy all of the requisite criteria for the units specified in
the standards.
Section B Specific Requirements
Each component of the Evidence Requirements has implications for designing

an effective assessment procedure to ensure valid and reliable measurement
against the standards. These are clarified below.
1. Location and context of assessment
There must be evidence of candidates demonstrating competence in the real

(or, at least, realistic) work environment. For most candidates this means
his/her normal place of work. Short work placements or non-realistic work
7
environments, which do not replicate the pressures and requirements of normal
commercial or industrial activities, will not be acceptable. The bulk of the
candidate’s evidence should be drawn from their normal working activity and
not consist of artificially contrived opportunities for one-off demonstration of
competence. Similarly, equipment must be that used in current commercial and
industrial contexts. Procedures and standards used should be those that are
nationally or internationally recognised or devised by specific companies as
standard operating procedures.
2. Acceptable forms of evidence
Candidates will be expected to develop a portfolio of evidence which will

include the following components:
Proof that qualified assessors or third parties such as line managers have
observed the candidate correctly performing the competences required in the
standards.
The specified number of observations must be made and details of the nature
of the work being performed during the observation must also be available for
external verification. Third parties involved in the process must be
occupationally competent. They act as secondary and corroborating sources of
evidence and must be carefully selected and approved. The assessor will make
all decisions on the candidate’s competence. See 6.
For the more experienced candidate, the Accreditation of Prior Learning (APL)
method of showing competence should also be considered.
The outcomes of observations made during assessments must be formally

recorded, in hard copy or electronic form, and fully describe what has been
observed and how the activity/ task has met the standard. In addition, where
this is permitted, documentation can be used to support the successful
performance of an activity when not directly observed by the assessor.
Normally this evidence would consist of specifications or standard operating
procedures, production or process records, quality assurance records, Permit
to Work records and final records of end results.
The documentation relating to assessments must be validated as relating to the

candidate's normal work and must be clearly cross-referenced to the standards
and, where appropriate, to the specific requirements for each award. This
needs to be confirmed by line manager or IV signatures on work documents. In
some cases, additional evidence such as customer endorsements or reports of
results may be required.
3. Simulations and replication
These can be used to demonstrate particular competences that would be

difficult or dangerous to carry out directly (e.g. in dealing with emergencies).
Replication refers to a situation where the assessment is carried out off the job
but using real equipment under conditions that are a very close approximation
to those to be encountered in the actual workplace. Simulation is an activity
undertaken, either on or off the job, where it is unsafe or impractical to use real
equipment under real conditions, see examples below. They should be used
8
only where direct evidence of candidate performance cannot be obtained and
the nature and reasons for the proposed use of simulation should be made
clear to, and approved by the external verifier before simulations are used. City
and Guilds guidance and requirements for simulation should be observed.
Details of assessments using simulation to be provided to the external verifier
should include the following details:
• Which competence (and standards) the simulation was designed to

assess
• The kind of equipment, facilities and physical environment proposed for
the simulation of performance
• How the simulated activity relates to the candidate's normal work context
• How the simulation was set up and conducted, preferably supported by
physical evidence such as photographs or inspection of a test rig
• Assessors, internal verifiers and external verifiers should monitor the
proportion of evidence generated via simulations to ensure that it is not
the primary source of a candidate's claim to competence.
Therefore simulations are reserved for aspects of competence illustrated by

the following examples:
• Where demonstration of emergency shutdown and related safety
procedures would be; dangerous and/or disruptive to
plant/environment/individuals; too costly, such as total plant shutdown or
dealing with spillage of dangerous substances; where issues of
confidentiality restrict access to real work opportunities
• Demonstrating specific aspects of contingencies which rarely or never
occur due to effective Quality Assurance systems
• The capacity to integrate disparate knowledge to cope with unforeseen
events and to solve problems
4. Knowledge and Understanding
This will be assessed using pre-set and/or free-form questions, or by

inference from performance. It must cover three primary types of
knowledge:
• Knowledge of facts and procedures
• Understanding of principles and concepts underpinning procedures
• How to apply principles and procedures in specific contexts
All questions must be planned by the assessor beforehand and used at

appropriate periods throughout the assessment process. The
questioning process should preferably be linked to observed activity
and/or the review of documentary evidence.
9
The questions asked, and outlines of the answers provided by the
candidate (not verbatim responses), need to be recorded. This process
could be used as the basis for a question/answer bank for determining
the training needs of future candidates. The order in which the candidate
provides the responses is not material.
Where the candidate fails to provide a complete or satisfactory answer,

the assessor should carry out further questioning to check whether or
not the candidate has the necessary knowledge and understanding. This
can take the form of further open questioning and can provide a guide as
to how the candidate can acquire the missing knowledge for a future
assessment opportunity.
Free-form (additional or ad hoc) questioning is permissible under certain

circumstances. Assessors may ask "What if?" type questions that allow
the candidate to cover contingencies, to deal with anomalies and special
requirements, and how they would go about tackling rare occurrences,
cope with new situations or solve problems etc. However where this
questioning practice is used then the questions and outcomes must be
duly recorded, and may form a part of a candidate’s evidence.
In either case there must be some system for verifying the questions that
have been asked by
• a detailed cross-referencing to other forms of evidence
• inspecting a sample selection of candidate's responses provided in
writing
• an assessor report on when and how the questions were asked.
The precise form (e.g. sampling plans) and frequency of verification

must be agreed between the assessor, the internal verifier and the
external verifier applying specific City and Guilds and Regulatory Body
procedures.
5. The sufficiency and balance of evidence required
Candidates will be expected to collect and collate a body of different

types of evidence over a period of time which, collectively, meets all the
requirements of the Unit and the individual components of each element.
The broad requirements of Section (a) of this document must also be
met and the evidence must follow the detailed assessment guidance for
the award.
To demonstrate ‘sufficiency’, the evidence must show sustained

performance over a sufficiently long period of time to :-
• show competence across the full range of normal working
conditions
• meet all the requirements
10
• provide an adequate number of examples of varied work activity.
Three to six months of normal work activity should be sufficient to

encounter most of the contexts required in the standards for most units.
In all cases what is being looked for is the capacity of the candidate to
consistently carry out the full range of activities and assessments within
stated contexts and under the conditions required in the work
environment.
Much will depend upon the nature of the activity in

question. Some complex activities (e.g. an annual maintenance overhaul
may take a considerable period of time and involve a series of mutually
independent stages. Within the Processing context, some basic
sampling or testing activities are frequent and repetitive and may be
demonstrated over a relatively short period of time. Assessors should
always attempt to achieve an appropriate balance of types of evidence.
6. Expertise of assessor and internal verifiers
Assessors and internal verifiers must be:
• appointed by an approved centre
• sufficiently occupationally competent in the units they are

assessing/verifying. This is shown through the assessor/verifier having
achieved a relevant award and/or through a minimum of 3 years
experience (over last 5 years of work) in carrying out the associated
functions. The assessor/verifier will also need a thorough working
knowledge of the award requirements and a full understanding of
relevant standards for that part of the award for which they have
responsibility. City and Guilds will confirm this by examination of relevant
CVs and references.
• in possession of the appropriate assessor/verifier award(s). As a

minimum requirement the assessor must be in possession of unit D33.
Where a new centre wishes to deliver an award, or an existing centre
wishes to deliver an award using a different context, then the centre may
be approved if it can provide evidence that the potential assessors
satisfy the experience criteria, as given above, and are registered and
actively undertaking the D33 or the replacement A1 unit. Internal
Verifiers must be in possession of D34 or the replacement V1.
Note that any other person involved in the assessment process (as referred
to in Section B 2) must also be occupationally competent. Again City and
Guilds will confirm this through examination of relevant CVs and references.
Further Guidance
Further guidance to general procedures for the assessment of this N/SVQ

and sample recording forms for Centre and Candidate use can be found in
the Generic Centre Guide (Stock Number EN-11-0001)
11
12
Specific Process Requirements
PROCESSING OPERATIONS : HYDROCARBONS – LEVELS 1, 2 AND 3
Competence in each of the technical units will be assessed through the following:
Performance Evidence for level 1
Competence will be assessed over 4 different systems/processes from List A.
Competence will be assessed over 6 different systems/processes from List A (Note that at least
three of the six must directly involve Hydrocarbons)
Competence will be assessed over 9 different systems/processes including at least 2 systems

and 5 processes one of which must come from List B (Note that at least one of the nine must
directly involve Hydrocarbons) OR Competence will be assessed over 14 integrated
processes/systems including at least 2 systems and 5 processes at least one of which must
directly involve Hydrocarbons.
13
Processes/Systems
LIST A
1 Process
Separating Liquids from Incoming Gas (slug catcher)
The process equipment will typically be made up of the following component parts:- Pigs, slug
catchers, scrubbers, pig receivers, filter separators, valves and pipework. Plus Associated
instrumentation and system logic control.
2 Process
Distributing and Metering Condensates to Fiscal Standards
The process equipment will typically be made up of the following component parts:- Flares,
valves, pumps, heat exchangers, receivers, reboiler, fan coolers, vaporisers, flash drums,
pipework, storage tanks, slug catchers, pressure storage tanks and fiscal flow meters Plus
Associated instrumentation and system logic control.
3 System
Providing Water for Terminals
This includes the provision of pumped supplies for fire water, cooling water and service water.
The system will typically be made up of the following component parts:-Pumps, filters,
pipework, valves, heat exchangers, slug catchers, diesel and electrical prime movers, storage
tanks, reservoirs and chemicals Plus Associated instrumentation and system logic control.
4 System
Providing Pressurised Fluids
The system will typically be made up of the following component parts:- Storage tanks, pumps,
pipework, prime movers, slug catchers, filters, valves, relief systems, regulators, accumulators
and receivers Plus Associated instrumentation and system logic control.
5 Process
Odourising Gas
The process equipment will typically be made up of the following component parts:-
Pressurised storage vessels, metering pumps, flares and vents Plus Associated instrumentation
and system logic control.
6 System
Generating Electrical Power
The system which includes generation of both High and Low Voltages will typically be made
up of the following component parts:- Generators.
7 Process
Testing Fire and Gas, ESD and Venting Systems
The process equipment will typically be made up of the following component parts:- Fire water
deluge systems, foam systems, gaseous extinguishing systems, portable fire-fighting equipment,
monitors, valves and pipework Plus Associated instrumentation and system logic control.
8 System
Providing Heating, Ventilation and Air Conditioning (HVAC)
The system will typically be made up of the following component parts:-Filters, heat
exchangers, fans, mechanical refrigerators, humidifiers, trunking, flaps Plus Associated
14
9 Process
Providing Well Products (Oil and Gas)
The process equipment will typically be made up of the following component parts:- Chemical
injection package, chemicals for hydrocarbons, christmas tree manifold, pipework, slug
catchers, injection pumps, downhole safety valves, master valve, and chokes Plus Associated
10 Process
Providing Chlorine
The process equipment will typically be made up of the following component parts:- DC power
unit, electrolytic cells, hydrogen disengagement vessel, air blowers, pumps, valves, pipework
Plus Associated instrumentation and system logic control.
11 Process
Separating Well Products (Reservoir Fluids Separation)
Conventional separators, electrostatic treater, test separator, valves, pipework, slug catchers
12 Process
Providing Water (Sea, Fresh and Fire)
This includes the provision of seawater, fresh water and fire water.
The process equipment will typically be made up of the following component parts:- Pumps,
filters, pipework, valves, heat exchangers, storage tanks, diesel and electrical prime movers
and deluge valves Plus Associated instrumentation and system logic control.
13 Process
Removing Gaseous Impurities (CO2, H2S or Water) Using Solid Bed Adsorption
Scrubbers, desiccant, filters, heat exchangers, knock-out drums, valves, compressors and
pipework, slug catchers Plus Associated instrumentation and system logic control.
14 Process
Distributing and Metering Gas to Fiscal Standards and Blending for Export
The process equipment will typically be made up of the following component parts:- Re-
compressor, off gas compressor, valves, flares, hot oil, heat exchangers, knock-out drums, flash
drums, fiscal flow meters, suction drum, pipework, orifice plates, blender Plus Associated
15 System
Providing Primary Power (Gas Turbines; Steam Turbines limited to 350 HP)
This includes gas turbines and steam turbines limited to 350 HP.
The system will typically be made up of the following component parts:-

Gas turbines to include:- starter motors, weather vanes, filters, silencers, cleaning chambers,
heat exchangers, luboil systems, hydraulic systems, fuel systems, turbine cleaning system,
power turbines, gas generators, filters, pumps, axial compressors, valves, pipework Plus
15
16 Process
Producing Stabilised Hydrocarbon Fluid
The process equipment will typically be made up of the following component parts:- Reboiler,
flash drum, pumps, filter strainers, knock-out drums, stabiliser, valves, heat exchangers,
pipework and prime movers Plus Associated instrumentation and system logic control.
17 System
Disposing of Waste Water
This includes disposing of domestic water, oily water, surface water and process water.
The system will typically be made up of the following component parts:-Filters, pumps,
anaerobic digester, septic tanks, separators, skimmers, receivers, sumps, valves and pipework
18 System
Providing Heat as Hot Oil and/or Hot Water
This includes hot oil and/or hot water.
The system will typically be made up of the following component parts:-Heaters, boilers,
pumps, valves, pipework, heat exchangers and tanks Plus Associated instrumentation and
system logic control.
19 System
Providing Steam
The system will typically be made up of the following component parts:- Boiler, pumps, valves,
pipework, heat exchangers, slug catchers, water treaters, economisers, fans, tanks, brine
reservoir, prime movers and burners Plus Associated instrumentation and system logic control.
20 System
Providing Gaseous Nitrogen (Low Oxygen Air) Using Solid Bed Adsorption
Compressors, filters, molecular sieves, receivers, valves, electric prime movers, piping
distribution system and bottled nitrogen store facility.
21 System
Providing Instrument and Service Air
Compressors, valves, prime movers, pipework, adsorbers (silica gel or others), heat
exchangers, moisture separators, receivers, filters and heaters, slug catchers Plus Associated
22 System
Providing Fuel (Gas and/or Diesel)
This includes gas and/or diesel.

Pumps, tanks, valves, pipework, slug catchers, filters, centrifuges, heat exchangers, separator
drums, receivers, scrubbers and meters Plus Associated instrumentation and system logic
control.
16
23 Process
Preparing Sea Water for Injection
The process equipment will typically be made up of the following component parts:- Sea water
lift pumps, coarse filters, electrochlorination plant, booster pumps, caissons, air ejectors, sand
filters, de-aerators, vacuum packages, valves, chemical injection package, pipework, slug
catchers Plus Associated instrumentation and system logic control.
24 System
Injecting Sea Water
Booster and injection pumps, meters, water injection manifold, choke valves, christmas tree
manifold, master valve, downhole safety valve and pipework.
25 Process
Disposing of Produced Water to the Sea
The system will typically be made up of the following component parts:- Caisson, drains
(water and hydrocarbon), electrostatic treater, tanks, valves, plate separators, flash drums,
flotation units, pumps, heaters and pipework, slug catchers Plus Associated instrumentation
and system logic control.
26 Process
Distributing Processed Gas and Metering to Fiscal Standards
Valves, pipework, fiscal flow meters, pigs, pig launchers and filters Plus Associated
27 Process
Distributing Processed Oil and Metering to Fiscal Standards
valves, tanks, pipework, heat exchangers, fiscal turbine flow meters, meter provers, pigs, pig
launchers, filters Plus Associated instrumentation and system logic control.
28 System
Chemical Injection
valves, tanks, pipework, heat exchangers, fiscal turbine flow meters, meter provers, pigs, pig
launchers, filters
29 System
Drain and Vent system
Contractors, scrubbers, heat exchangers, reboiler, pumps, filters, reflux accumulator, surge
tanks and fans Plus Associated instrumentation and system logic control.
17
LIST B
30 Process
Removing Gaseous Impurities (CO2, H2S or Water) Using Amine or Triethylene
Glycol
Contactors, scrubbers, heat exchangers, reboiler, pumps, filters, reflux accumulator, surge
tanks and fans Plus Associated instrumentation and system logic control.
31 Process
Compressing Process Hydrocarbon Gas Using Compressors
The process equipment which includes rotating and/or reciprocating compressors will typically
be made up of the following component parts:-
Suction drums, filter systems, associated instrumentation and system logic control.
Centrifugal compressors to include: prime movers, tube oil systems, sea-oil systems, gear
boxes, pumps, reservoirs, heat exchangers, filters, hydraulic oil pressurised reservoirs, electric
heaters, degassing tank and sour sea-oil traps.
Reciprocating compressors to include:- lube oil systems, primemovers, heat exchangers, filters
and electric heaters).
32 Process
Producing Two Phase Fluids Using Mechanical Refrigeration
The process equipment will typically be made up of the following component parts:- Vacuum
pumps, compressors, condensers, reservoirs, moisture absorbers, economisers, receivers,
evaporators, pipework, valves, refrigerators, hydrocarbon gas chillers and prime movers Plus
33 Process
Recovering Sulphur
The process equipment will typically be made up of the following component parts:- Boiler,
condenser, catalyst beds, knock-out drums, pumps, pipework, valves, furnaces, storage pits,
thermal oxidiser and blowers Plus Associated instrumentation and system logic control.
34 Process
Producing Two Phase Fluids Using Expanders
The process equipment will typically be made up of the following component parts:- Knock-out
drum, heat exchangers, expander, compressor, separator, Joule Thompson valve, valves and
pipework Plus Associated instrumentation and system logic control.
35 Process
Fractionating Methane, Ethane, Propane, Butane, Pentane (C5+)
The process equipment will typically be made up of the following component parts:- Reboiler,
reflux drum, pumps, filter strainers, heat exchangers, trayed fractionation column(s),
separators, pipework, valves and prime movers Plus Associated instrumentation and system
logic control.
36 Process
Dehydrating Gas by Absorption Using Methanol or Glycol Injection
The process equipment will typically be made up of the following component parts:- Heat
exchangers, flash drum, reboiler, reflux drums, pumps, filter, prime mover, accumulator,
coalescer, valves, pipework Plus Associated instrumentation and system logic control.
37 Process
18
Providing Gaseous Nitrogen (Low Oxygen Air) Cryogenically
Refrigeration unit, compressors, filters, driers, CO2 adsorbers, expander and Joule Thompson
valves, receivers, valves, electric prime movers, piping distribution system, bottled nitrogen
storage facility, distillation column, heat exchangers and pumps Plus Associated
19
38 Process
Dehydrating Gas Using Glycol
valves, pipework, heat exchangers, dehydration tower, reboiler, distillation column,
accumulator, flash drum, pH control system Plus Associated instrumentation and system logic
control.
39 System
Loading Tankers
20
National occupational standards
STANDARDS OF COMPETENCE FOR THE OFFSHORE PETROLEUM INDUSTRY
Unit 102 (C1) Contribute to the Health and Safety of the Working Environment
This unit is about contributing to the Health and Safety of your working
environment.
C1.1 Conform To All Relevant Requirements
C1.2 Monitor And Maintain The Health And Safety Of Self And Others
C1.3 Monitor And Maintain Pollution Control Measures
During this work you must take account of the relevant worksite operational requirements,
procedures and safe working practices AS THEY APPLY TO YOU.
Unit Scope
Candidates must prove competence across the following items as appropriate to the
workplace and Evidence Specification:
• individual operation
• team operation
• consideration of H2S and other toxic substances
• maintaining communication
• reacting to on-site emergencies
In addition, the following terms in bold relate directly to those shown in bold in the
Performance Statements.
• Safe Systems of Work must include processes or systems that incorporate Hazard
Identification, Risk Assessment, Permit to Work and any other associated systems.
Unit-wide Knowledge
• How to use ‘Safe Systems of Work’ processes to identify hazards and mitigate or reduce
risks to as low as reasonably practicable (ALARP)
• How to select, use and care for PPE (to include sight/hearing protection, coveralls,
coveralls, gloves, footwear, hard hats, respirators)
• The implications of statutory (e.g. HASAWA and COSHH) and organisational
requirements
• How to interpret operational requirements (e.g. relevant policies, procedures, instructions,
codes of practice, standards, schedules)
21
Element102(C1.1) Conform To All Relevant Requirements
Performance Statements
In achieving this unit you must have:
1. correctly selected and used the relevant PPE

2. correctly used fire protection, first aid and survival equipment
3. adhered to all procedures relevant to fire, accident and other emergency
4. worked safely in accordance with operational requirements and associated Safe
Systems of Work
Knowledge and Understanding
You must know and understand:
1. how to obtain and interpret information on safety

2. your own responsibilities as they relate to Organisational Safety Policy, Workplace
Safety Policy, Evacuation Procedures, Fire Procedures.
Element102(C1.2) Monitor And Maintain The Health And Safety Of Self And Others
1. ensured that the area within your own personal responsibility is maintained, clean and
hazard free
2. positioned and used relevant safety equipment (including machine guards) safely and
securely
3. correctly identified and reported unsafe equipment and potential danger
4. correctly selected and used relevant PPE
5. correctly handled all materials, tools and equipment
Systems of Work
1. how to implement workplace reporting procedures

2. how to access fire protection, first aid and survival equipment
3. how to deal with materials (e.g. flammable, toxic, corrosive, explosive, cryogenic,
radioactive)
4. your own responsibilities as they relate to Organisational Safety Policy
5. how to use safe lifting and handling techniques
22
Element102(C1.3) Monitor And Maintain Pollution Control Measures
1. monitored and controlled the discharges (liquid and gas) from your area to within
prescribed limits
2. correctly identified and reported unplanned discharges (liquid and gas)
3. correctly selected and used PPE
4. correctly identified, packaged, labelled and transferred materials for disposal
Systems of Work
1. how to deal with materials (e.g. flammable, toxic, corrosive, explosive, cryogenic,
radioactive)
2. your own responsibilities as they relate to Organisational Safety Policy; the
Classification, Packaging and Labelling of Dangerous Substances Regulations;
Environmental Protection Act
23
Unit 110(C2 ) Monitor and Maintain Health, Environment and Safety Systems
This unit is about monitoring and maintaining Health and Safety systems
and understanding the Safe Systems of Work requirements.
C2.1 Administer The Safe Systems Of Work Process
C2.2 Maintain The Necessary Conditions For An Effective And Safe

Working Environment
Unit Scope
• team operation
Unit-wide Knowledge
• How to use ‘Safe Systems of Work’ processes to identify hazards and mitigate or reduce risks to as
low as reasonably practicable (ALARP)
• Safe working practices appropriate to the location
• Emergency procedures of plant
• Handover and reporting procedures
• Plant layout and its connection with other systems
• Functioning of process control including instrumentation and logic
• Normal plant conditions and the tolerances within which they operate
• Methods of depressurisation/pressurisation (to include blowdown and temperature)
• Sources of information and interpretation of drawings and manuals regarding the Plant
• All relevant sources of energy to prime movers
• Blowdown and relief systems and their limitations
• Properties of purging media
• Composition and properties of feedstock (to include toxicity, flammability, S.G. and temperature)
• Procedures for entry into confined spaces
• Drain systems associated with the plant and their limitations
• Flare/Vent systems associated with the plant and their limitations (to include capacity and radiation)
• Effects of Emergency Shutdown control system
• Effects of Fire and Gas control system
• Effects of loss of any utility and its reinstatement
• Consequences of emissions to the environment
• How to select, use and care for PPE (to include sight/hearing protection, coveralls, coveralls,
gloves, footwear, hard hats, respirators)
• The implications of statutory (e.g. HASAWA and COSHH) and organisational requirements
• How to interpret operational requirements (e.g. policies, procedures, instructions, codes of practice,
standards, schedules)
24
Element110 Administer The Safe Systems Of Work Process
(C2.1)
1. consulted and sought advice on permit to work requirements from relevant personnel
2. verified information received and given appropriate advice based on that information
3. effectively disseminated requirements relating to work activities to relevant personnel
4. correctly identified, noted and reacted to factors likely to affect operations
5. effectively and correctly recorded all relevant operations and services information
completely
Systems of Work
1. how to interpret and implement organisational policy, practices and procedures

2. how to interpret and implement health, environment, hygiene and safety legislation
3. how to interpret and implement employment and other legal requirements; industry
specific legislation; approved codes of practice; customer requirements
4. how to deal with differing types of communication (to include oral, written, computer
based, visual/pictorial)
5. how to deal with different types of information (to include work activity briefing
provided to others; clarification of operational instructions; work activity recording and
delegation to others; handovers)
25
Element110 Maintain The Necessary Conditions For An Effective And Safe
(C2.2) Working Environment
1. determined if the working conditions and the use of resources satisfy current
legislation
2. effectively maintained all relevant maintenance procedures
3. effectively maintained all relevant Health, Environment and Safety procedures
4. dealt effectively with accidents and incidents
5. accurately identified and taken appropriate action on potential or actual breaches of
requirements
6. identified and made appropriate recommendations to relevant personnel on improving
conditions
7. effectively maintained appropriate and clear (written and computer based) records
8. effectively communicated with all relevant personnel
9. taken appropriate action to improve system efficiency
Systems of Work
1. how to interpret and maintain conditions relating to the work environment, equipment,
materials, procedures, special needs
2. how to interpret and implement relevant legislation (e.g. health, environment, hygiene
and safety legislation; industry specific legislation; approved codes of practice;
organisational policies, practices and procedures; environmental legislation)
3. how to access and interface with the relevant personnel (to include line managers,
staff representatives, colleagues, customers, suppliers, those for whom you have
responsibility)
26
Unit103 Assist with the Control of Emergencies and Critical Situations
( C3)
This unit is about assisting with the control of emergencies and critical
situations.
C3.1 Assist With The Control Of Critical Situations
C3.2 React To Emergencies In Other Areas
Unit Scope
• team operation
Unit-wide Knowledge
gloves, footwear, hard hats, respirators)
requirements
• How to interpret operational requirements (e.g. policies, procedures, instructions, codes
of practice, standards, schedules)
• Emergency procedures for the plant
• The types of alarms and signals and how they are used in a critical situation (to include
audible; warning gestures; oral warnings; installation specific fixed system)
• Critical situations (to include operational difficulties; extreme weather; equipment failure;
leaks; fires)
• How to give and receive understandable and appropriate information (to include oral;
telephone; public address system; radio; hand signals)
27
Element103 Assist With The Control Of Critical Situations
( C3.1)
1. identified developing and existing critical situations

2. activated all relevant alarms and taken actions appropriate to the situation
3. effectively monitored the situation and minimised risks to personnel, process, plant
and equipment
4. reported the critical situation correctly
Systems of Work
1. what constitutes a critical situation

2. how to identify developing and existing critical situations
3. the actions required to alleviate critical situations (to include containing; rectifying;
reporting (both oral and written); recording)
4. how to minimise risks to personnel, process, plant and equipment
Element103 React To Emergencies In Other Areas

( C3.2)

3. reacted appropriately to information received
4. taken immediate action to make the situation safe
5. minimised risks to personnel, process, plant and equipment
6. worked safely in accordance with operational instructions
See Unit-wide Knowledge
28
Unit 109 Contribute to the Control of Emergencies and Critical Situations
(C4)
This unit is about contributing to the control of emergencies and critical
situations.
C4.1 Contribute To The Control Of Critical Situations
C4.2 Respond To Emergencies In Other Areas
Unit Scope
• team operation
Unit-wide Knowledge
requirements
• How to interpret operational requirements (e.g. relevant policies, procedures, instructions,
codes of practice, standards, schedules)
• Emergency procedures relevant to the workplace
29
Element 109 Contribute To The Control of Critical Situations
(C4.1)

and equipment
Systems of Work
1. the operation of and potential implications of Emergency Shutdown systems

2. the principles and operation of Fire and Gas control systems
3. the internals of equipment and their function and operation
Element109 Respond To Emergencies In Other Areas

( C4.2)

3. reacted appropriately to information received
4. taken immediate action to make the situation safe
5. minimised risks to personnel, process, plant and equipment
Systems of Work
1. the installation/site layout

2. the effect and potential implications of loss of any utility and its reinstatement
3. how to react appropriately (e.g. make safe; isolate; shutdown; evacuate the work
area)
30
Unit 111 Control Emergencies and Critical Situations
(C5)
This unit is about controlling emergencies and critical situations.
C5.1 Maintain A State Of Readiness
C5.2 Control Critical Situations
C5.3 Coordinate The Response To Emergencies
Unit Scope
• team operation
Unit-wide Knowledge
requirements
• How to interpret operational requirements (e.g. Policies, procedures, instructions, codes
• Emergency procedures for the installation
• Plant layout and its integration with other complex processes and systems
• The internals of equipment and their function and operation
• Methods and consequences of isolation and depressurisation
• Functioning of remote process control (to include instrumentation and logic)
• Normal operating parameters and their tolerances
• How to access and interpret drawings and manuals regarding the plant
• The composition and properties of produced fluids and gases (to include toxicity,
flammability, specific gravity (SG), temperature)
• The reactions taking place and the effect of changes to the physical and chemical
properties
• The effects of changes in ambient conditions on plant operation
• The principles and effect of Hydrocarbon hydrate formation, prevention and dispersion
• The operation of and potential implications of the ESD control systems
• The operation of and potential implications of the Fire and Gas control systems
• The effect and potential implications of loss of any system and its reinstatement
• Consequences of emissions to the environment
31
Element 111 Control Emergencies And Critical Situations
(C5.1)
1. effectively accessed current emergency procedures and reported all anomalies

2. identified all conditions which may affect the emergency response
3. effectively handed over all safety critical information
4. correctly taken part in drills and exercises
Systems of Work
1. how to access and interpret the status of the appropriate equipment and systems (to
include detection; protection; communications; evacuation)
2. how to access and interpret the status of operations and simultaneous operations
3. how to access and interpret information on weather conditions
4. how to access and interpret information on the availability of key emergency
response personnel
Element C5.2 Control Critical Situations

and equipment
Systems of Work
1. the operation of and potential implications of the Emergency Shutdown control

systems
2. the operation of and potential implications of the Fire and Gas control systems
32
Element 111 Coordinate The Response To Emergencies
(C5.3)
1. accurately identified and immediately taken the actions required to make the situation
safe
2. activated all relevant alarms
3. effectively communicated all relevant information and instructions
4. clarified and acted upon information received
5. recorded critical information
Systems of Work
1. how to react appropriately (to include make safe; isolate; shutdown; evacuate the
work area; informing connecting installations and others; do nothing; activate internal
emergency response teams; inform duty personnel; inform adjacent facilities; activate
ESD; account for people)
2. those who must be contacted and how to contact them
33
Unit104 Establish and Maintain Effective Working Relationships
(C6)
This unit is about establishing and maintaining effective working
relationships.
C6.1 Establish And Maintain Effective Working Relationships With Others
C6.2 Establish And Maintain Effective Communications With Others
Unit Scope
• team operation
• Others must include co-workers, supervisors, managers, other company employees,

third parties and visitors
• Situations must include informal meetings, formal meetings, normal work situations,
team briefings, contingency situations, handovers
• Information must include oral, written, visual
Identification, Risk Assessment, Permit to Work and any other associated systems
Unit-wide Knowledge
requirements
• How to interpret operational requirements (e.g. Relevant policies, procedures,
instructions, codes of practice, standards, schedules)
34
Element 104 Establish And Maintain Effective Working Relationships
( C6.1)
1. treat others in a manner which promotes and maintains goodwill and is appropriate
to the situation
2. promptly and willingly meet reasonable requests and queries from others
3. provide prompt, clear and accurate information to others
4. offer additional support when others have difficulties and seek help where necessary
5. promptly report unresolved breakdowns in working relationships to an appropriate
person
Systems of Work
1. how to treat others in a manner which promotes and maintains goodwill

2. the requirements of workplace practices relating to visitors
3. who to refer visitors to when they require information that is not within the individuals
job responsibility
4. appropriate responses to make, when dealing with work related difficulties or
breakdowns in relationships
5. workplace reporting procedures
6. emergency procedures
35
Element104 Establish And Maintain Effective Communications With Others
( C6.2)
1. use a style of communication (language and terminology) that is clear, concise and
accurate and suited to the workplace and the situation
2. follow procedures and act promptly, when dealing with communications.
3. promptly seek clarification, when difficulties are experienced interpreting
communications
4. record relevant information accurately and legibly
5. relay information (that is accurate and complete) about current operational status,
to and from relevant personnel at handover stage
6. leave the work area clean and free of hazards
Systems of Work
1. who to seek clarification from when communications cannot be clearly understood

2. where to obtain operational policies, procedures, instructions, code of practice,
standards and schedules from, and how to implement them
3. the importance of passing on information that is accurate and complete, and the
need at times, to clarify information that is received
4. methods for passing on accurate and complete information
5. the nature of work area hazards, and ways to control and/or minimise risks
36
Unit112 Create, Maintain and Enhance Productive Working Relationships
( C7)
This unit is about creating, maintaining and enhancing productive working
relationships with your line managers, staff representatives, colleagues,
customers and suppliers.
C7.1 Create And Enhance Productive Working Relationships
C7.2 Enhance Productive Working Relationships With One’s Immediate

Manager
C7.3 Carry Out Work Handovers
Unit Scope
• team operation
Unit-wide Knowledge
requirements
37
Element112 Create And Enhance Productive Working Relationships
( C7.1)
1. made clear efforts to establish and maintain productive working relationships

2. provided opportunities to discuss work-related matters with relevant people
3. provided opportunities to discuss personal problems
4. provided useful advice within limits of own responsibility and expertise
5. referred individuals to specialists where appropriate
6. dealt effectively with differences
7. effectively communicated changes in operational requirements
8. encouraged individuals to offer ideas and views and afford them due recognition
9. provide clear reasons to individuals where ideas and views are not progressed
Systems of Work
1. the main components of productive working relationships

2. the limits of your own responsibility and expertise
3. how to deal with differences
4. how to communicate effectively
5. how to progress ideas and views on behalf of individuals
38
Element 112 Enhance Productive Working Relationships With One’s Immediate
(C7.2) Manager
1. effectively communicated all relevant information on activities, progress, results and

achievements to your immediate manager
2. effectively sought information and advice from your immediate manager
3. effectively presented clear proposals
4. accurately analysed rejected proposals and, where appropriate, put forward
alternatives
5. made clear efforts to avoid damaging your relationship with your immediate manager
where disagreements occur
6. sought ways of improving the relationship with your immediate manager
7. effectively carried out your job role
8. worked safely and in accordance with operational requirements and associated Safe
Systems of Work
1. what your job role is and the limits of your responsibilities

2. what your immediate manager’s job role is and the limits of his/her responsibilities
3. how to present proposals and analyse results of discussions of those proposals
4. how to avoid damaging your working relationships
5. how to improve your working relationships
39
Element112 Carry Out Work Handovers
( C7.3)
1. effectively recorded all relevant information

2. ensured that information given to you on current operational status is accurate and
complete
3. ensured that information given by you on current operational status is accurate and
complete
4. effectively communicated all relevant operating instructions
5. left your work area clean and hazard free
6. worked safely and in accordance with operational requirements and associated Safe
Systems of Work
1. how to work with and within the Safe Systems of Work system
2. how to identify/control/minimise work area hazards and reduce risks to ALARP
3. the relevant personnel who are to give/receive information to/from you
40
Unit100 Start Up And Shut Down A Process System
( PT1.1)
This unit is about starting up and shutting down a process system.
PT1.1 Prepare And Start Up A Process System
PT1.2 Prepare And Shut Down A Process System
Unit Scope
Candidates must prove competence across the following items (or ‘systems’) as appropriate
to the workplace and Evidence Specification:
• Wells
• Oil Storage/Discharge Process
• Gas Process
• Oil/Gas Process and Export
• Water Injection
• Metering
• Utilities
Unit-wide Knowledge
requirements
• How and when to deal with other people (to include co-workers, supervisors, managers,
workers of other disciplines)
41
Element100 Prepare And Start Up A Process System
(PT1.1.1)
1. effectively obtained operational instruction

2. accurately identified and reported any difficulties with the instructions to the
appropriate personnel
3. correctly prepared a process system for start-up
4. correctly started up a process system
5. ensured that all information supplied and recorded is accurate, complete and legible
6. effectively maintained your work area to be clean and hazard free
7. worked safely in accordance with operational instructions and associated Safe
Systems of Work
1. how to identify, minimise and control real and potential hazards (to include spillages,
uncontrolled emissions, consideration of H2S and other toxic substances, extreme
weather conditions)
2. the actions to take in the event of a work area hazard
Element100 Prepare And Shut Down A Process System

(PT1.1.2)

2. accurately identified and reported any difficulties with the instructions to the
appropriate personnel
3. correctly prepared a process system for shut-down
4. correctly shut down a process system
Systems of Work
1. how to identify, minimise and control real and potential shutdown hazards (to include
standby equipment operational, vents, noise, heat, cold)
2. what the possible preparations are (to include informing relevant personnel,
continued running of the remainder of the plant, valve and equipment settings)
42
Unit 101 Monitor a Process System
(PT1.2)
This unit is about monitoring a process system to ensure a steady state
condition.
PT1.2.1 Prepare To Monitor A Process System
PT1.2.2 Carry Out Process System Monitoring
Unit Scope
• Wells
• Gas Process
• Water Injection
• Metering
• Utilities
Unit-wide Knowledge
requirements
43
Element101 Prepare To Monitor A Process System
(PT1.2.1)
1. effectively obtained monitoring instructions

2. accurately identified and correctly reported any difficulties with the instructions
3. correctly prepared to monitor the process system
4. ensured that information supplied and recorded is accurate, complete and legible
Systems of Work
1. how to access and interpret monitoring instructions

2. how to identify difficulties
3. who you should report any difficulties to
4. how to deal effectively with oral and written information
Element101 Carry Out Process System Monitoring

(PT1.2.2)
1. effectively maintained the process system in the required steady state

2. accurately identified and rectified faults and problems
3. correctly taken samples and carried out relevant tests
4. promptly reported deviations outwith acceptable limits and/or your responsibility
Systems of Work
1. what steady state conditions are and how they are achieved
2. limits of own responsibility
3. how to maintain the integrity of the plant
4. types and causes of deviations and the relevant actions to take when they occur
5. how to deal with oral and written information
44
Unit 105 Prepare Process Systems For Start Up
(PT2.1)
This unit is about preparing and starting up process systems for
operation.
PT2.1.1 Prepare To Carry Out A Production Process
PT2.1.2 Start Up Process Systems
Unit Scope
• Wells
• Gas Process
• Water Injection
• Metering
• Utilities
Unit-wide Knowledge
requirements
45
Element105 Prepare To Carry Out A Production Process
(PT2.1.1)

2. effectively organised work of self and others where appropriate
3. effectively briefed relevant personnel
4. accurately identified difficulties with relevant parts of the Safe Systems of Work
system and taken appropriate action
Systems of Work
1. work area hazards (to include spillages, uncontrolled emissions, H2S and other toxic
substances, extreme weather conditions)
2. plant layout and its connection with other systems
3. how to access and interpret drawings and manuals regarding the plant
4. the effects of changes in ambient conditions on plant operation
5. who to deal with (to include co-workers, supervisors, managers, workers of other
disciplines)
Element PT2.1.2 Start Up Process Systems
1. correctly prepared plant and utilities

2. effectively started up the process system
3. accurately identified faults and taken appropriate action
4. facilitated optimum processing
Systems of Work
1. the limits of your own responsibilities

2. how to identify faults (to include damage, wear, malfunction, process deviations,
service defects)
3. the appropriate action to take on identification of faults in the plant and utilities
4. how to achieve optimum processing
46
Unit106 Operate and Monitor Process Systems
( PT2.2)
This unit is about operating and monitoring process systems.
PT2.2.1 Operate Process Systems
PT2.2.2 Monitor Process Systems
Unit Scope
• Wells
• Gas Process
• Water Injection
• Metering
• Utilities
Unit-wide Knowledge
requirements
• Equipment internals and their function
• Sources of information and interpretation of drawings and manuals regarding the plant
• Composition and properties of feedstock (to include toxicity, flammability, S G and
temperature)
• Reactions taking place, conditions and effects of changes (to include chemical and
physical properties)
• The effects of changes of ambient conditions on plant operation
• Hydrocarbon hydrate formation – prevention – dispersion
• Effects of Emergency Shut Down control systems
47
Element106 Operate Process Systems
(PT2.2.1)
1. achieved required process system specification through appropriate work

methods/techniques
2. ensured steady state conditions by appropriate process systems throughput
3. accurately identified process system faults and taken appropriate action
4. accurately identified critical situations and taken appropriate action
Systems of Work
1. how to identify and deal with critical situations (to include process deviations, extreme
weather conditions, spillages, uncontrolled emissions)
2. how to deal with process system throughput (to include increase/decrease
throughput, specified sequence, recommended rate)
3. how to identify process system faults (to include lack of services and supply,
variances in services, mechanical and electrical breakdown, process and utility
setting deviations)
5. the actions appropriate to critical situations (to include quick shutdown, return process
with safe parameters, operate standby equipment)
6. the nature of information required (e.g. oral, written, equipment status, process
status, handover reports)
Element106 Monitor Process Systems

(PT2.2.2)

3. correctly taken samples and carried out relevant tests and comparative testing
4. promptly reported deviations outwith your responsibility
Systems of Work
3. types and causes of deviations and the relevant actions (to include report, record,
adjust) to take when they occur
5. how to perform leak testing and sampling and how to interpret results
48
Unit107 Prepare Process Systems For Shut Down
( PT2.3)
This unit is about preparing for and carrying out the shutdown of process
systems.
PT2.3.1 Prepare For Process System Shutdown
PT2.3.2 Shut Down The Process System
Unit Scope
• Wells
• Gas Process
• Water Injection
• Metering
• Utilities
Unit-wide Knowledge
requirements
• Effects of Emergency Shutdown control systems
49
Element107 Prepare For Process System Shutdown
(PT2.3.1)
1. effectively obtained operational instructions

2. accurately determined shutdown time and made appropriate preparations for
shutdown
3. effectively briefed relevant personnel on shutdown procedures
4. accurately identified real and potential hazards and protected against them
Systems of Work
1. how to access and interpret (oral and written) shutdown instructions

2. how to access and interpret operational instructions (to include sequence of
shutdown, recommended rate of shutdown)
3. the real and potential shutdown hazards (to include standby equipment operational,
vents, noise, heat)
Element107 Shut Down The Process System

(PT2.3.2)
1. accurately input and set shutdown settings, process variables and services
2. safely shut down the process system
3. effectively protected against shutdown hazards
4. effectively monitored shutdown and corrected faults and problems as appropriate
5. isolated plant and utilities from operating sources
Systems of Work
1. how to input and set shutdown settings, process variables and services
vents, noise, heat)
3. how to isolate plant and utilities from operating sources
50
Unit 108 Isolate and Reinstate Process Plant and Equipment
(PT2.4)
This unit is about preparing the plant and equipment for isolation and
reinstatement.
PT2.4.1 Prepare Plant And Equipment For Maintenance
PT2.4.2 Isolate Plant And Equipment
PT2.4.3 De-isolate Plant And Equipment
Unit Scope
• Wells
• Gas Process
• Water Injection
• Metering
• Utilities
Unit-wide Knowledge
• How to access and interpret (oral and written) shutdown instructions
• How to access and interpret operational instructions (to include sequence of shutdown,
recommended rate of shutdown)
• The real and potential shutdown hazards (to include standby equipment operational,
vents, noise, heat)
51
Element108 Prepare Plant And Equipment For Maintenance
(PT2.4.1)
1. effectively obtained instructions and organised work correctly

2. ensured that the relevant parts of the Safe Systems of Work system are operated
effectively
3. relevant personnel are briefed and work allocated to optimise effectiveness of
preparation
4. correctly prepared plant and equipment
Systems of Work
1. how to access and interpret instructions (to include process system specification,
production schedule, covering different plant and equipment)
2. how to deal with oral and written information (e.g. include work activity briefing
provided to others, clarification of operational instructions, work activity recording)
3. the factors impacting upon optimising performance (to include layout, tools and
equipment required, purging medium required)
4. how to identify hazards (to include spillages, uncontrolled emissions, extreme
weather conditions)
Element PT2.4.2 Isolate Plant And Equipment
1. effectively monitored preparations and minimised risks to personnel, environment,

process, plant and equipment
2. effectively tested for ingress of liquid and gas and confirmed safety of the plant and
equipment
3. effectively monitored and maintained the status of the isolation
Systems of Work
1. how to carry out the tests for ingress of liquid and gas
2. how to access and interpret operational instructions on safety, downtime, tools and
equipment used
3. how to minimise risks through appropriate reporting, adjusting, recording
52
Element 108 De-isolate Plant And Equipment
(PT2.4.3)
1. effectively de-isolated plant and equipment

2. monitored de-isolation and minimised risks to personnel, environment, process, plant
and equipment
effectively
4. effectively carried out leak detection tests and confirmed the plant and equipment
safe to return to service
Systems of Work
1. the principles of de-isolation

3. how to access and interpret instructions (to include safety, downtime, integration of
processes)
4. how to deal with oral and written information (to include reinstatement completion
details, work activity details)
53
Unit113 Prepare Integrated Process Systems For Start Up
( PT3.1)
This unit is about preparing and starting up integrated process systems
for operation.
PT3.1.1 Prepare To Carry Out A Production Process
PT3.1.2 Start Up Integrated Process Systems
Unit Scope
• Wells
• Gas Process
• Water Injection
• Metering
• Utilities
Unit-wide Knowledge
requirements
54
(PT3.1.1)

Systems of Work
disciplines)
Element113 Start Up Integrated Process Systems

( PT3.1.2)

2. effectively started up the process system
4. integrated the plant and utilities and facilitated optimum processing
Systems of Work

2. how to identify faults (to include damage, wear, malfunction, process deviations,
service defects)
3. the appropriate action to take on identification of faults in the plant and utilities
4. how to achieve optimum processing
55
Unit114 Operate And Monitor Integrated Process Systems
(PT3.2)
This unit is about operating and monitoring integrated process systems.
PT3.2.1 Operate Integrated Process Systems
PT3.2.2 Monitor Integrated Process Systems
Unit Scope
• Wells
• Gas Process
• Water Injection
• Metering
• Utilities
Unit-wide Knowledge
requirements
temperature)
• Hydrocarbon hydrate formation – prevention – dispersion
56
Element114 Operate Integrated Process Systems
(PT3.2.1)

methods/techniques
Systems of Work
1. how to identify and deal with critical situations (to include process deviations, extreme
weather conditions, spillages, uncontrolled emissions)
setting deviations)
5. the actions appropriate to critical situations (to include quick shutdown, return process
with safe parameters, operate standby equipment)
6. the nature of information required (e.g. oral, written, equipment status, process
Element114 Monitor Integrated Process Systems

(PT3.2.2)

Systems of Work
57
Unit115 Prepare Integrated Process Systems for Shut Down
( PT3.3)
This unit is about preparing for and carrying out the shutdown of
integrated process systems.
PT3.3.1 Prepare For Integrated Process System Shutdown
PT3.3.2 Shut Down The Integrated Process System
Unit Scope
• Wells
• Gas Process
• Water Injection
• Metering
• Utilities
Unit-wide Knowledge
requirements
• Effects of Emergency Shutdown control systems
58
Element115 Prepare For Integrated Process System Shutdown
(PT3.3.1)

shutdown
Systems of Work

vents, noise, heat)
Element PT3.3.2 Shut Down The Integrated Process System
Systems of Work
vents, noise, heat)
59
Unit116 Isolate And Reinstate Process Plant And Equipment
( PT3.4)
This unit is about preparing the plant and equipment for isolation and
reinstatement.
PT3.4.1 Prepare Plant And Equipment For Maintenance
PT3.4.2 Isolate Plant And Equipment
PT3.4.3 De-isolate Plant And Equipment
Unit Scope
• Wells
• Gas Process
• Water Injection
• Metering
• Utilities
Unit-wide Knowledge
requirements
• Methods and limitations of depressurisation/pressurisation, blowdown, temperature, relief
systems, drains, flares, vents
• How to work with and within the relevant parts of the Safe Systems of Work system
• Properties of purging media
temperature)
• Effects of Fire and Gas control systems
• Isolation devices and methods of installation
60
Element116 Prepare Plant And Equipment For Maintenance
(PT3.4.1)
1. effectively obtained instructions and organised work correctly

effectively
preparation
4. correctly prepared plant and equipment
Systems of Work
2. how to deal with oral and written information (e.g. include work activity briefing
provided to others, clarification of operational instructions, work activity recording)
weather conditions)
Element116 Isolate Plant And Equipment

(PT3.4.2)
1. effectively monitored preparations and minimised risks to personnel, environment,

process, plant and equipment
2. effectively tested for ingress of liquid and gas and confirmed safety of the plant and
equipment
3. effectively monitored and maintained the status of the isolation
Systems of Work
1. how to carry out the tests for ingress of liquid and gas
2. how to access and interpret operational instructions on safety, downtime, tools and
equipment used
3. how to minimise risks through appropriate reporting, adjusting, recording
61
Element116 De-isolate Plant And Equipment
(PT3.4.3)

and equipment
effectively
Systems of Work

processes)
62
Unit117 Prepare Integrated Process Systems for Remote Control Operation
(PTC3.1)
This unit is about preparing integrated process systems for remote control
operation.
PTC3.1.1 Prepare To Carry Out A Production Process
PTC3.1.2 Prepare Equipment For The Production Process
Unit Scope
• Wells
• Gas Process
• Water Injection
• Metering
• Utilities
Unit-wide Knowledge
requirements
• Work area hazards (to include spillages, uncontrolled emissions, H2S and other toxic
• The appropriate actions to take in the event of a work area hazard
• How to access and interpret drawings and manuals regarding the plant
• The effects of changes in ambient conditions on plant operation
• Who to deal with (to include co-workers, supervisors, managers, workers of other
disciplines)
63
(PTC3.1.1)

Systems of Work
disciplines)
64
Element117 Prepare Equipment For The Production Process
(PTC3.1.2)

3. integrated the plant and utilities and facilitated optimum processing
Systems of Work
1. the effect of equipment internals upon the integrated process system

2. the functions of remote process control including instrumentation and logic
3. the normal operating parameters and associated tolerances
4. the composition and properties of feedstock (to include toxicity, flammability, S G and
temperature)
5. the reactions taking place, conditions and effects of changes (to include chemical and
6. the principles of hydrocarbon hydrate formation – prevention – dispersion
7. the effects of loss of any system upon the integrated process system and its
reinstatement
65
Unit118 Remotely Control Integrated Process Systems
( PTC3.2)
This unit is about controlling the operation of integrated process systems
to within the required operational parameters.
PTC3.2.1 Control Integrated Process Systems
PTC3.2.2 Monitor Integrated Process Systems
Unit Scope
• Wells
• Gas Process
• Water Injection
• Metering
• Utilities
Unit-wide Knowledge
requirements
temperature)
66
Element118 Control Integrated Process Systems
(PTC3.2.1)

methods/techniques
Systems of Work
1. how to identify and deal with critical situations (to include process deviations,
extreme weather conditions, spillages, uncontrolled emissions)
setting deviations)
5. the principles and effect of hydrocarbon hydrate formation – prevention – dispersion
6. the actions appropriate to critical situations (to include quick shutdown, return
7. process with safe parameters, operate standby equipment)
8. the nature of information required (to include oral, written, equipment status, process
67
Element118 Monitor Integrated Process Systems
(PTC3.2.2)

3. taken appropriate action to maintain process parameters
Systems of Work
2. how to identify and rectify faults
7. how to monitor systems (to include flare and vent, emergency shutdown, fire and gas)
68
Unit119 Prepare Integrated Process Systems For Remote Shut Down
( PTC3.3)
This unit is about preparing for and carrying out the shutdown of remote
integrated process systems.
PTC3.3.1 Prepare For Integrated Process System Shutdown
PTC3.3.2 Shut Down the Integrated Process System
Unit Scope
• Wells
• Gas Process
• Water Injection
• Metering
• Utilities
Unit-wide Knowledge
requirements
• Methods and limitations of depressurisation/pressurisation, blowdown, temperature, relief
systems, drains, flares, vents
• Properties of purging media and its effect on systems
temperature)
• Effects of Fire and Gas control systems
69
Element 119 Prepare For Integrated Process System Shutdown
(PTC3.3.1)

shutdown
Systems of Work

vents, noise, heat)
Element119 Shut Down The Integrated Process System

(PTC3.3.2)
Systems of Work
vents, noise, heat)
70
Unit120 Facilitate The Maintenance Of Process Plant And Equipment
(PTC3.4)
This unit is about facilitating the maintenance of plant and equipment.
PTC3.4.1 Coordinate The Isolation Of Plant And Equipment For Maintenance
PTC3.4.2 Coordinate The De-isolation Of Plant and Equipment For

Maintenance
Unit Scope
Candidates must prove competence across the following items (or ‘systems’) as appropriate to
the workplace and Evidence Specification:
• Wells
• Gas Process
• Water Injection
• Metering
• Utilities
Unit-wide Knowledge
• The implications of statutory (e.g. HASAWA and COSHH) and organisational requirements
• How to interpret operational requirements (e.g. Policies, procedures, instructions, codes of
practice, standards, schedules)
• Limits of your own responsibilities
• Safe working practices appropriate to the location
• Plant layout and its integration with other processes and systems
• The effect of equipment internals upon integrated process system operation
• Functioning of remote process control including instrumentation and logic
• Normal operating parameters and their tolerances
• Sources of information and interpretation of drawings and manuals regarding the
integrated process systems
• Properties of purging media and its effects upon integrated process systems
• Composition and properties of feedstock (to include toxicity, flammability, S.G. and
temperature)
• Procedures for entry into confined spaces
• Effects and operation of Emergency Shutdown control system
• Effects and operation of Fire and Gas control system
71
Element 120 Coordinate The Isolation Of Plant And Equipment For Maintenance
(PTC3.4.1)
1. effectively obtained instructions and planned and organised work of self and others
correctly
effectively
3. effectively coordinated plans and preparations
preparation
Systems of Work
2. how to access, interpret and communicate operational requirements (to include
processes, arrangement of work area, downtime, maintenance rota)
3. how to deal with oral and written information (e.g. work activity briefing provided to
others, clarification of operational instructions, work activity recording)
weather conditions)
72
Element120 Coordinate The De-isolation Of Plant And Equipment For
( PTC3.4.2) Maintenance

and equipment
effectively
Systems of Work

processes)
73
Key/core skills signposting
Unit Title Prepare Complex Integrated Process Systems for Remote Control
(number) Operation (PT7)
Working With Others (elements)

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1 9 9 9 9 9
(Element 2
Communication (elements)
1.1 1.2 1.3 2.1a 2.1b 2.2 2.3 3.1a 3.1b 3.2 3.3
Unit 1 9 9 9 9
(Element) 2
Improving Own Learning and performance (elements)

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2
Application of Number (elements)

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1 9 9
(Element) 2 9 9
Problem Solving (elements)

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3 3.4
Unit 1 9 9 9
(Element) 2 9 9 9
Information Technology (elements)

1.1 1.2 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2
74
Unit Title (number) Remotely Control Complex Integrated Process Systems (PT8)

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2
1.1 1.2 1.3 2.1a 2.1b 2.2 2.3 3.1a 3.1b 3.2 3.3
Unit 1
(Element) 2

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1 9 9
(Element) 2 9 9

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3 3.4
Unit 1 9 9
(Element) 2 9 9 9

1.1 1.2 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2
75
Unit Title (number) Prepare Complex Integrated Process Systems for Remote Shut
Down (PT9)

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1 9 9 9 9
(Element) 2
1.1 1.2 1.3 2.1a 2.1b 2.2 2.3 3.1a 3.1b 3.2 3.3
Unit 1 9 9 9 9 9
(Element) 2

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2 9

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3 3.4
Unit 1 9 9
(Element) 2 9 9

1.1 1.2 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2
76
Unit Title (number) Facilitate the Maintenance of Plant and Equipment (PT10)

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1 9 9 9 9 9
(Element) 2
1.1 1.2 1.3 2.1a 2.1b 2.2 2.3 3.1a 3.1b 3.2 3.3
Unit 1 9 9 9 9
(Element) 2

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1 9 9
(Element) 2

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3 3.4
Unit 1 9
(Element) 2 9 9

1.1 1.2 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2
77
Unit Title (number) Monitor and Maintain Health and Safety Systems (C2)

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1 9 9 9 9
(Element) 2 9 9 9 9 9
1.1 1.2 1.3 2.1a 2.1b 2.2 2.3 3.1a 3.1b 3.2 3.3
Unit 1 9 9 9 9 9 9 9
(Element) 2 9 9 9 9 9 9 9

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3 3.4
Unit 1 9 9 9 9
(Element) 2 9 9 9 9

1.1 1.2 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1 9 9 9 9
(Element) 2 9 9 9 9
78
Unit Title (number) Control Emergencies and Critical Situations (C5)

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1 9 9 9 9
(Element) 2 9 9 9 9
3 9 9 9 9
1.1 1.2 1.3 2.1a 2.1b 2.2 2.3 3.1a 3.1b 3.2 3.3
Unit 1 9 9 9 9 9 9 9
(Element) 2 9 9 9 9 9 9 9
3 9 9 9 9 9 9 9

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2
3

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2
3

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3 3.4
Unit 1 9 9 9 9 9
(Element) 2 9 9 9 9
3 9 9 9 9

1.1 1.2 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1 9 9
(Element) 2 9 9
3 9 9
79
Unit Title (number) Create, Maintain and Enhance productive Working Relationships
(C7)

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2
3
1.1 1.2 1.3 2.1a 2.1b 2.2 2.3 3.1a 3.1b 3.2 3.3
Unit 1
(Element) 2
3

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2
3

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2
3

1.1 1.2 1.3 2.1 2.2 2.3 3.1 3.2 3.3 3.4
Unit 1
(Element) 2
3

1.1 1.2 2.1 2.2 2.3 3.1 3.2 3.3
Unit 1
(Element) 2
3
80
POH NOS Key Skill Signposting at Level 2
UNITS
C1 C2 C3 C4 C5 C6 C7 PT1.1 PT1.2 PT2.1 PT2.2 PT2.3 PT2.4 PT3.1 PT3.2 PT3.3 PT3.4 PTC3.1 PTC3.2 PTC3.3 PTC3.4
1
Com..
2
3
4
1
AoN
2
3
1
KEY SKILL
2
IT
3
1
WWO
2
3
1
IoLP
2
3
1
PS
2
3
81
Published by City & Guilds
1 Giltspur Street
London
EC1A 9DD
T +44 (0)20 7294 2800
F +44 (0)20 7294 2400
www.cityandguilds.com
City & Guilds is a registered charity

established to promote education
and training

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Level 1, 2 &3 N/SVQ in Processing

Operations Hydrocarbons (0667)

City & Guilds Group

City & Guilds

Specific Process Requirements and Lists A & B 12 - 21

National occupational standards 22 - 74

Key Skills Signposting 75- 84

Further information / SSC specific contact information 85

This document provides details of the requirements specific to this N/SVQ

This document is designed to be used in conjunction with:

Details of general regulations, registration and certification procedures, including

This is a new award based on new standards developed by cogent for

At Level 3, this award is aimed at those candidates who have additional, or

Within the Industry opportunities will also be provided for candidates to

There are no restrictions on candidate entry.

Level 3 Processing Operations Hydrocarbons (Control Room)

The NVQ consists of all seven units

City & Cogent Unit Title

Remotely Control Integrated Process

Prepare Integrated Process Systems

Facilitate the Maintenance of Process

Monitor and Maintain Health and Safety

Control Emergencies and Critical

Create, Maintain and Enhance

E Oil & Gas Extraction Processing Ops Hydrocarbons N/SVQ 3

Q Oil & Gas Extraction

Section A General Requirements

1. Assessment must take place

• within the workplace (or in specialist centres which replicate the

• during normal working situations.

• using relevant industrial or commercial standards and procedures.

2. Observation of normal working activity should be the primary

3. Observation should be supported by documentary evidence of having

4. Simulation may be allowed as an alternative to direct observation in

5. In addition to inferring knowledge from performance, knowledge will be

6. Evidence should be produced over a period of time sufficient to

7. Evidence should be drawn from separate assessments taken over a

8. Wherever possible a balance should be struck between using a large

9. Evidence presented should be accompanied, where appropriate, by a

11. Individual pieces of evidence should be substantially different from each

Section B Specific Requirements

Each component of the Evidence Requirements has implications for designing

1. Location and context of assessment

There must be evidence of candidates demonstrating competence in the real

2. Acceptable forms of evidence

Candidates will be expected to develop a portfolio of evidence which will

The outcomes of observations made during assessments must be formally

The documentation relating to assessments must be validated as relating to the

3. Simulations and replication

These can be used to demonstrate particular competences that would be

• Which competence (and standards) the simulation was designed to

Therefore simulations are reserved for aspects of competence illustrated by

4. Knowledge and Understanding

This will be assessed using pre-set and/or free-form questions, or by

All questions must be planned by the assessor beforehand and used at

Where the candidate fails to provide a complete or satisfactory answer,

Free-form (additional or ad hoc) questioning is permissible under certain