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APGA Security and Integrity Foundation. Interstate Municipal Gas Agency Annual Meeting April 30, 2008 Springfield, Illinois. Gerry Lee APGA Security and Integrity Foundation OQ Program Manager 417-766-2818 glee@apga.org. Outline of Presentation. Background. Outline of Presentation.

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gerry lee apga security and integrity foundation oq program manager 417 766 2818 glee@apga org

APGA Security and Integrity Foundation

Interstate Municipal Gas Agency Annual Meeting

April 30, 2008

Springfield, Illinois

Gerry Lee

APGA Security and Integrity Foundation

OQ Program Manager

417-766-2818

glee@apga.org

outline of presentation3
Outline of Presentation
  • Background
  • Summary of Work
outline of presentation4
Outline of Presentation
  • Background
  • Summary of Work
    • Operator Qualification
    • Distribution Integrity
    • O & M Procedures
    • Training
outline of presentation5
Outline of Presentation
  • Background
  • Summary of Work
  • Current Status
outline of presentation6
Outline of Presentation
  • Background
  • Summary of Work
  • Current Status
  • What’s Next
security and integrity foundation
Security and Integrity Foundation
  • Established in October 2004 by APGA
security and integrity foundation9
Security and Integrity Foundation
  • Established in October 2004 by APGA
  • 501(c)(3) not-for-profit corporation
security and integrity foundation10
Security and Integrity Foundation
  • Established in October 2004 by APGA
  • 501(c)(3) not-for-profit corporation
  • Created to promote operational integrity, safety and security
security and integrity foundation11
Security and Integrity Foundation
  • Established in October 2004 by APGA
  • 501(c)(3) not-for-profit corporation
  • Created to promote operational integrity, safety and security
  • Prevent, mitigate and repair damage to its system
security and integrity foundation12
Security and Integrity Foundation
  • Established in October 2004 by APGA
  • 501(c)(3) not-for-profit corporation
  • Created to promote operational integrity, safety and security
  • Prevent, mitigate and repair damage to its system
  • Demonstrate compliance with regulatory and industry standards
security and integrity foundation13
Security and Integrity Foundation
  • Established in October 2004 by APGA
  • 501(c)(3) not-for-profit corporation
  • Created to promote operational integrity, safety and security
  • Prevent, mitigate and repair damage to its system
  • Demonstrate compliance with regulatory and industry standards
  • Focus on small natural gas operators, LP operators and master meter operators
slide14

PHMSA

APGA

&

NAPSR

APGA Security and Integrity Foundation

State

Public

Service

Commission

State

Gas

Association

sif board of directors
SIF Board of Directors
  • NARUC
    • Don Mason, Ohio
    • Terry Jarrett, Missouri
  • NAPSR
    • Darin Burk, Illinois
    • Bruno Carrera, New Mexico
    • Leo Haynos, Kansas
    • David Lykken, Washington
    • Mark McCarver, Mississippi
  • APGA
    • Leonard Phillips, Missouri
    • Ben Andrews, Tennessee
    • George Bronson, Kansas
    • Steve Carter, Alabama
    • Jim Crowley, Maryland
    • Richard Worsinger, North Carolina
  • UtilitySure
    • Tim Sullivan
slide16

Why focus on

small gas utilities?

sif summary of work
SIF Summary of Work
  • Phase 1
    • Identify B31Q Covered Tasks
sif summary of work24
SIF Summary of Work
  • Phase 1
    • Identify B31Q Covered Tasks
  • Phase 2
    • Assess Training and Evaluation Materials
sif summary of work25
SIF Summary of Work
  • Phase 1
    • Identify B31Q Covered Tasks
  • Phase 2
    • Assess Training and Evaluation Materials
  • Phase 3
    • Acquire/Develop/Modify Training and Evaluation Materials
sif summary of work26
SIF Summary of Work
  • Phase 1
    • Identify B31Q Covered Tasks
  • Phase 2
    • Assess Training and Evaluation Materials
  • Phase 3
    • Acquire/Develop/Modify Training and Evaluation Materials
  • Phase 4
    • Conduct Training and Evaluation
sif summary of work phase 1 identify covered b31q tasks
SIF Summary of Work – Phase 1Identify Covered B31Q Tasks
  • Focus group of regulators and operators
sif summary of work phase 1 identify covered b31q tasks28
SIF Summary of Work – Phase 1Identify Covered B31Q Tasks
  • Focus group of regulators and operators
  • Identified B31Q covered tasks common to a majority of master meter, small natural gas and LP operators
sif summary of work phase 1 identify covered b31q tasks29
SIF Summary of Work – Phase 1Identify Covered B31Q Tasks
  • Focus group of regulators and operators
  • Identified B31Q covered tasks common to a majority of master meter, small natural gas and LP operators
  • These covered tasks form the basis of the SIF operator qualification and training programs
sif summary of work phase 2 assess training and evaluation materials
SIF Summary of Work – Phase 2Assess Training and Evaluation Materials
  • Subject Matter Expert (SME) team was formed
sif summary of work phase 2 assess training and evaluation materials31
SIF Summary of Work – Phase 2Assess Training and Evaluation Materials
  • Subject Matter Expert (SME) team was formed
  • Knowledge, Skills, Abilities and Abnormal Operating Conditions were identified for each covered task
sif summary of work phase 2 assess training and evaluation materials32
SIF Summary of Work – Phase 2Assess Training and Evaluation Materials
  • Subject Matter Expert (SME) team was formed
  • Knowledge, Skills, Abilities and Abnormal Operating Conditions were identified for each covered task
  • Criteria was developed for judging the adequacy of commercially available training and evaluation products
sif summary of work phase 2 assess training and evaluation materials33
SIF Summary of Work – Phase 2Assess Training and Evaluation Materials
  • Subject Matter Expert (SME) team was formed
  • Knowledge, Skills, Abilities and Abnormal Operating Conditions were identified for each covered task
  • Criteria was developed for judging the adequacy of commercially available training and evaluation products
  • Commercially available training/evaluation products were identified
sif summary of work phase 3 acquire develop modify training and evaluation materials
SIF Summary of Work – Phase 3Acquire/Develop/Modify Training and Evaluation Materials
  • Commercially available evaluation products were compared against the KSA’s and AOC’s
sif summary of work phase 3 acquire develop modify training and evaluation materials35
SIF Summary of Work – Phase 3Acquire/Develop/Modify Training and Evaluation Materials
  • Commercially available evaluation products were compared against the KSA’s and AOC’s
  • Products had to address all the KSA’s and AOC’s and include both written tests and hands on evaluations
sif summary of work phase 3 acquire develop modify training and evaluation materials36
SIF Summary of Work – Phase 3Acquire/Develop/Modify Training and Evaluation Materials
  • Commercially available evaluation products were compared against the KSA’s and AOC’s
  • Products had to address all the KSA’s and AOC’s and include both written tests and hands on evaluations
  • Acquire necessary licenses to use material
sif summary of work phase 3 acquire develop modify training and evaluation materials37
SIF Summary of Work – Phase 3Acquire/Develop/Modify Training and Evaluation Materials
  • Commercially available evaluation products were compared against the KSA’s and AOC’s
  • Products had to address all the KSA’s and AOC’s and include both written tests and hands on evaluations
  • Acquire necessary licenses to use material
  • Identify locations and potential qualifiers to conduct SIF Training/Evaluations
sif summary of work phase 3 acquire develop modify training and evaluation materials38
SIF Summary of Work – Phase 3Acquire/Develop/Modify Training and Evaluation Materials
  • Commercially available evaluation products were compared against the KSA’s and AOC’s
  • Products had to address all the KSA’s and AOC’s and include both written tests and hands on evaluations
  • Acquire necessary licenses to use material
  • Identify locations and potential qualifiers to conduct SIF Training/Evaluations
  • Create a database of operators
curriculum agreements
Curriculum Agreements
  • Industrial Training Services
  • HIT-KIT
  • Midwest Energy Association
  • Energy World Net
  • EWebOQ
sif summary of work phase 4 conduct training and evaluation
SIF Summary of Work – Phase 4Conduct Training and Evaluation
  • Qualify at least 1000 employees of small natural gas, LP and master meter operators
sif summary of work phase 4 conduct training and evaluation41
SIF Summary of Work – Phase 4Conduct Training and Evaluation
  • Qualify at least 1000 employees of small natural gas, LP and master meter operators
  • Set up sessions using SIF certified materials
session format
Session Format
  • 1 -3 Day Sessions
  • Independent, Self-Contained Days
  • Instructor Led
  • Maximum Class Size = 15
  • Written Evaluations
  • Hands On Ability Evaluations
  • Registration Fees: $125 – 199/ day
sif covered task categories
SIF Covered Task Categories
  • Corrosion Control (5)
  • Valves (3)
  • Tapping and Stopping (2)
  • Odorization (1)
  • Leak Investigation (2)
  • Damage Prevention (4)
  • Purging (3)
sif specific covered tasks
SIF Specific Covered Tasks
  • Corrosion Control
    • Measure Structure-to-Electrolyte Potential
    • Inspect Rectifier and Obtain Readings
    • Visual Inspection for Atmospheric Corrosion
    • Visual Inspection of Buried Pipe and Components when exposed
    • Visual Inspection of Installed Pipe and Components for Mechanical Damage
sif specific covered tasks45
SIF Specific Covered Tasks
  • Valves
    • Manually Opening and Closing Valves
    • Valve-Visual Inspection and Partial Operation
    • Valve – Preventative Maintenance
  • Purging
    • Purging with Gas
    • Purging with Air or Inert Gas
    • Isolating, Abandoning and Deactivating Pipeline Facilities
sif specific covered tasks46
SIF Specific Covered Tasks
  • Tapping and Stopping
    • Tapping a Pipeline with a Built-in Cutter
    • Squeeze off Plastic Pipe
sif specific covered tasks47
SIF Specific Covered Tasks
  • Odorization
    • Odorization-Periodic Sampling
  • Leak Investigation
    • Inside Gas Leak Investigation
    • Outside Gas Leak Investigation
sif specific covered tasks48
SIF Specific Covered Tasks
  • Locating and Damage Prevention
    • Locate Underground Pipelines
    • Install and Maintain Pipeline Markers
    • Damage Prevention during Excavation Activities by or on Behalf of the Operator
    • Damage Prevention Inspection during Third Party Excavation or Encroachment Activities as Determined Necessary by Operator
results of sessions scheduled
Results of Sessions Scheduled
  • Sessions Began in September 2006
  • Over 50 sessions have been scheduled
  • Workshops covering 13 states

Florida Mississippi

Tennessee Rhode Island

New Mexico Arkansas

Alabama Georgia

Connecticut Massachusetts

Missouri Indiana

Illinois

task 4 of cooperative agreement
Task 4 of Cooperative Agreement
  • GOAL = 1000
  • CURRENT STATUS =1002
future sessions
Future Sessions
  • Additional States in the planning stage
    • Arizona
    • Kansas
    • Georgia
    • Kentucky
    • Colorado
    • Oklahoma
    • Texas
great support from states
Arkansas

Florida

Mississippi

Rhode Island

New Mexico

Georgia

Indiana

Alabama

Illinois

Tennessee

Kansas

Missouri

Great support from states
partnerships with state associations
Partnerships with State Associations
  • Alabama Natural Gas Association
  • Tennessee Association of Utility Districts
  • Missouri Public Utility Alliance
  • Okaw Valley Gas Operator Association
  • Georgia Municipal Association
  • Municipal Gas Authority of Georgia
  • Illinois Interstate Municipal Gas Agency
phmsa cooperative agreement 2
PHMSA Cooperative Agreement #2
  • Identified the next set of covered tasks
phmsa cooperative agreement 259
PHMSA Cooperative Agreement #2
  • Identified the next set of covered tasks
  • 28 new covered tasks
phmsa cooperative agreement 260
PHMSA Cooperative Agreement #2
  • Identified the next set of covered tasks
  • 28 new covered tasks
  • New Categories:
    • Regulating Devices
    • Maintenance, Repair and Replacement
    • Meter Sets
    • Pressure Testing and Inspection
phmsa cooperative agreement 261
PHMSA Cooperative Agreement #2
  • Identified the next set of covered tasks
  • 28 new covered tasks
  • New Categories:
    • Regulating Devices
    • Maintenance, Repair and Replacement
    • Meter Sets
    • Pressure Testing and Inspection
  • More emphasis on Training
phmsa cooperative agreement 262
PHMSA Cooperative Agreement #2
  • Identified the next set of covered tasks
  • 28 new covered tasks
  • New Categories:
    • Regulating Devices
    • Maintenance, Repair and Replacement
    • Meter Sets
    • Pressure Testing and Inspection
  • More emphasis on Training
  • Develop Model DIMP Plan
new covered tasks
New Covered Tasks
  • Corrosion Control
    • Install Cathodic Protection Electrical Devices
  • Odorization
    • Odorization – Odorizer Inspection, Testing, Preventive and Corrective Maintenance
  • Leak Investigation
    • Walking Gas Leakage Survey
new covered tasks64
New Covered Tasks
  • Regulating Devices
    • Spring loaded Pressure Regulating Devices
    • Pilot Operated Pressure Regulating Devices
    • Spring Loaded Pressure Limiting and Relief Device
    • Pilot Operated Pressure Limiting and Relief Device
new covered tasks65
New Covered Tasks
  • Meter Sets
    • Installation of Customer Meters and Regulators – Residential and Commercial
    • Installing Customer Meters – Large Commercial and Industrial
    • Installation and Maintaining Customer Pressure Regulating, Limiting and Relief Device – Large Commercial and Industrial
    • Temporary Isolation of Service Lines and Service Discontinuance
new covered tasks66
New Covered Tasks
  • Pressure Testing and Inspection
    • Pressure Test – Non-Liquid Medium – Test Pressure Less than 100 psi
    • Pressure Test – Non- Liquid Medium – Test Pressure Greater Than or Equal to 100 psi
    • Leak Test at Operating Pressure
    • Visually Inspect Pipe and Components Prior to Installation
new covered tasks67
New Covered Tasks
  • Maintenance, Repair and Replacement
    • Installation of Steel Pipe in a Ditch
    • Installation of Steel Pipe in a Bore
    • Installation of Plastic Pipe in a Ditch
    • Installation of Plastic Pipe in a Bore
    • Installation of Plastic Pipe Plowing/Pull-In
    • Installation of Plastic Pipe by Plowing/Planting
new covered tasks68
New Covered Tasks
  • Maintenance, Repair and Replacement
    • Install Tracer Wire
    • Installation of Pipe Above Ground
    • Above Ground Supports and Anchors – Inspection, Preventive and Corrective Maintenance
    • Installation and Maintenance of Casing Spacers, Vents and Seals
new covered tasks69
New Covered Tasks
  • Maintenance, Repair and Replacement
    • Backfilling
    • Coating Application and Repair – Brushed or Rolled
    • External Coating Application and Repair – Wrapped
    • Install Mechanical Clamps and Sleeves - Bolted
sif covered task categories70
SIF Covered Task Categories
  • Corrosion Control (6)
  • Valves (3)
  • Regulating Devices (4)
  • Pressure Testing and Inspection (4)
  • Maintenance, Repair and Replacement (14)
  • Tapping and Stopping (2)
  • Meter Sets (4)
  • Odorization (2)
  • Leak Investigation (3)
  • Damage Prevention (4)
  • Purging (3)
integrity management
Integrity Management

The Distribution Integrity Management Rule will be proposed later this year

integrity management72
Integrity Management

The Distribution Integrity Management Rule will be proposed later this year

Small operators could be adversely affected

integrity management73
Integrity Management

The Distribution Integrity Management Rule will be proposed later this year

Small operators could be adversely affected

The SIF is developing a “Turbo-Tax” type software to walk operators through DIMP plan development

integrity management74
Integrity Management

The Distribution Integrity Management Rule will be proposed later this year

Small operators could be adversely affected

The SIF is developing a “Turbo-Tax” type software to walk operators through DIMP plan development

LIMP – TIMP – DIMP Now…..

introducing shrimp
Introducing SHRIMP!

Simple, Handy, Risk-based Integrity Management Plan

shrimp
SHRIMP

Will be a valid approach to integrity management meeting all regulatory requirements – addressing all 7 program elements

shrimp77
SHRIMP

Will be a valid approach to integrity management meeting all regulatory requirements – addressing all 7 program elements

Will ask questions about system material of construction, inspection and repair history and produce a customized DIMP Plan based on the answers

phmsa cooperative agreement 3
PHMSA Cooperative Agreement #3
  • Continue
    • OQ
    • Training
    • DIMP
phmsa cooperative agreement 379
PHMSA Cooperative Agreement #3
  • Continue
    • OQ
    • Training
    • DIMP
  • Develop Operation & Maintenance Procedures
operating and maintenance procedures
Operating and Maintenance Procedures

Many small systems do not have good O & M procedures

operating and maintenance procedures81
Operating and Maintenance Procedures

Many small systems do not have good O & M procedures

The SIF is writing step-by-step procedures for each task for which it offers training

operating and maintenance procedures82
Operating and Maintenance Procedures

Many small systems do not have good O & M procedures

The SIF is writing step-by-step procedures for each task for which it offers training

SIF-developed O & M procedures that will EXACTLY match the SIF training and OQ evaluation

operating and maintenance procedures83
Operating and Maintenance Procedures

Many small systems do not have good O & M procedures

The SIF is writing step-by-step procedures for each task for which it offers training

SIF-developed O & M procedures that will EXACTLY match the SIF training and OQ evaluation

We are working with the Georgia municipal operators and the Georgia Public Service Commission

operating and maintenance procedures84
Operating and Maintenance Procedures

Many small systems do not have good O & M procedures

The SIF is writing step-by-step procedures for each task for which it offers training

SIF-developed O & M procedures that will EXACTLY match the SIF training and OQ evaluation

We are working with the Georgia municipal operators and the Georgia Public Service Commission

Should be finished in 2008

operating and maintenance procedures85
Operating and Maintenance Procedures

Many small systems do not have good O & M procedures

The SIF is writing step-by-step procedures for each task for which it offers training

SIF-developed O & M procedures that will EXACTLY match the SIF training and OQ evaluation

We are working with the Georgia municipal operators and the Georgia Public Service Commission

Should be finished in 2008

Procedures will be readily available

observations
Observations
  • Great support from PHMSA
observations87
Observations
  • Great support from PHMSA
  • Awareness is improving
observations88
Observations
  • Great support from PHMSA
  • Awareness is improving
  • Still improving the process
observations89
Observations
  • Great support from PHMSA
  • Awareness is improving
  • Still improving the process
  • Assembling a good cadre of evaluators
observations90
Observations
  • Great support from PHMSA
  • Awareness is improving
  • Still improving the process
  • Assembling a good cadre of evaluators
  • Curriculum is excellent
observations91
Observations
  • Great support from PHMSA
  • Awareness is improving
  • Still improving the process
  • Assembling a good cadre of evaluators
  • Curriculum is excellent
  • Session evaluations have been very good
model oq plan for master meter operators93
Model OQ Plan for Master Meter Operators
  • Simple
  • SIF Evaluation Focused
model oq plan for master meter operators94
Model OQ Plan for Master Meter Operators
  • Simple
  • SIF Evaluation Focused
  • Accepted by State Program Managers
future activities
Future Activities
  • Cooperative Agreement #4
future activities96
Future Activities
  • Cooperative Agreement #4
  • Expand Training
    • OQ Related
    • Regulatory Compliance and Audit Process
future activities97
Future Activities
  • Cooperative Agreement #4
  • Expand Training
    • OQ Related
    • Regulatory Compliance and Audit Process
  • Model O & M Plan
future activities w imga
Future Activities w/IMGA
  • Multiple session scheduled for 2008-09
  • Sessions in Auburn and Pinckneyville
  • Full OQ Evaluation Sessions
  • One Day Sessions for Convenience
  • Registration Forms are available
future activities w imga99
Future Activities w/IMGA

Auburn Location

June 24 Leak Investigation

August 12 Corrosion Control

October 7 Damage Prevention

January 27 Odorization/Purging

March 24 Tapping & Stopping/Valve

future activities w imga100
Future Activities w/IMGA

Pinckneyville Location

June 26 Leak Investigation

August 14 Corrosion Control

October 9 Damage Prevention

January 29 Odorization/Purging

March 26 Tapping & Stopping/Valve

sif services
SIF Services

IMP

O & M

OQ

Training

questions
Questions?
  • glee@apga.org
  • 417-766-2818
  • www.apgasif.org