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Gerry LeeAPGA Security and Integrity
FoundationOQ Program Manager
APGA Security and Integrity Foundation
Interstate Municipal Gas Agency Annual MeetingApril 30, 2008
Springfield, Illinois
Outline of Presentation
Background
Outline of Presentation
Background
Summary of Work
Outline of Presentation
Background
Summary of Work Operator Qualification Distribution Integrity O & M Procedures Training
Outline of Presentation
Background
Summary of Work
Current Status
Outline of Presentation
Background
Summary of Work
Current Status
What’s Next
Background of SIF
Security and Integrity Foundation
Established in October 2004 by APGA
Security and Integrity Foundation
Established in October 2004 by APGA 501(c)(3) not-for-profit corporation
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 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 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 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
PHMSAAPGA
APGA Security and Integrity Foundation
StatePublicService
Commission
StateGas
Association
NAPSR
&
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
Why focus on small gas utilities?
Meters Served by Munis
Municipal gas system by customer count
499
311
72 37 16 6 70
200
400
600
1000 5000 10000 20000 50000 100000 More
# of customers
# of
sys
tem
s
Meters Served by MunisNearly 90% deliver to < 5000
Municipal gas system by customer count
499
311
72 37 16 6 70
200
400
600
1000 5000 10000 20000 50000 100000 More
# of customers
# of
sys
tem
s
Employees
# of employees in Municipal Gas Systems
206
300
179
10373
22 18
050100150200250300350
2 5 10 20 50 100 More
# of employees
# o
f S
ys
tem
s
EmployeesOver 75% employ ≤ 10
people
# of employees in Municipal Gas Systems
206
300
179
10373
22 18
050100150200250300350
2 5 10 20 50 100 More
# of employees
# o
f S
ys
tem
s
Investor Owned UtilitiesSource: EIA form 176 - 2002 data
4237
1720
31
20
79
28
0
10
20
30
40
50
60
70
80
90
1000 5000 10000 20000 50000 100000 500000 More
Number of Customers
Num
ber
of co
mpan
ies
Summary of Work
SIF Summary of Work Phase 1
Identify B31Q Covered Tasks
SIF Summary of Work Phase 1
Identify B31Q Covered Tasks Phase 2
Assess Training and Evaluation Materials
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 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 1Identify Covered B31Q Tasks
Focus group of regulators and operators
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 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 2Assess Training and Evaluation
Materials
Subject Matter Expert (SME) team was formed
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 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 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 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 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 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 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 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
Industrial Training Services HIT-KIT Midwest Energy Association Energy World Net EWebOQ
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 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
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
Corrosion Control (5) Valves (3) Tapping and Stopping (2) Odorization (1) Leak Investigation (2) Damage Prevention (4) Purging (3)
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
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
Tasks Tapping and Stopping
Tapping a Pipeline with a Built-in Cutter
Squeeze off Plastic Pipe
SIF Specific Covered
Tasks Odorization
Odorization-Periodic Sampling
Leak Investigation Inside Gas Leak Investigation Outside Gas Leak Investigation
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
Current Status
Results of Sessions Scheduled
Sessions Began in September 2006 Over 50 sessions have been scheduled Workshops covering 13 states
Florida MississippiTennessee Rhode IslandNew Mexico ArkansasAlabama GeorgiaConnecticut MassachusettsMissouri IndianaIllinois
Task 4 of Cooperative Agreement #1
GOAL =
1000
Task 4 of Cooperative Agreement
GOAL = 1000
CURRENT STATUS =
1002
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
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
What’s Next?
PHMSA Cooperative Agreement #2
Identified the next set of covered tasks
PHMSA Cooperative Agreement #2
Identified the next set of covered tasks
28 new covered tasks
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 #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 #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 Corrosion Control
Install Cathodic Protection Electrical Devices
Odorization Odorization – Odorizer Inspection, Testing,
Preventive and Corrective Maintenance
Leak Investigation Walking Gas Leakage Survey
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 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 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 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 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 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 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 The Distribution Integrity
Management Rule will be proposed later this year
Integrity Management The Distribution Integrity
Management Rule will be proposed later this year
Small operators could be adversely affected
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 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! SSimple, HHandy, RRisk-based
IIntegrity MManagement PPlan
SHRIMP
Will be a valid approach to integrity management meeting all regulatory requirements – addressing all 7 program elements
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
Continue OQ Training DIMP
PHMSA Cooperative Agreement #3
Continue OQ Training DIMP
Develop Operation & Maintenance Procedures
Operating and Maintenance Procedures
Many small systems do not have good O & M procedures
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 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 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 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 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
Great support from PHMSA
Observations
Great support from PHMSA Awareness is improving
Observations
Great support from PHMSA Awareness is improving Still improving the process
Observations
Great support from PHMSA Awareness is improving Still improving the process Assembling a good cadre of
evaluators
Observations
Great support from PHMSA Awareness is improving Still improving the process Assembling a good cadre of
evaluators Curriculum is excellent
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 Operators
Simple
Model OQ Plan for Master Meter Operators
Simple
SIF Evaluation Focused
Model OQ Plan for Master Meter Operators
Simple
SIF Evaluation Focused
Accepted by State Program Managers
Future Activities
Cooperative Agreement #4
Future Activities
Cooperative Agreement #4 Expand Training
OQ Related Regulatory Compliance and Audit
Process
Future Activities
Cooperative Agreement #4 Expand Training
OQ Related Regulatory Compliance and Audit
Process Model O & M Plan
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/IMGA
Auburn LocationJune 24 Leak Investigation
August 12 Corrosion ControlOctober 7 Damage PreventionJanuary 27 Odorization/PurgingMarch 24 Tapping &
Stopping/Valve
Future Activities w/IMGA
Pinckneyville LocationJune 26 Leak Investigation
August 14 Corrosion ControlOctober 9 Damage PreventionJanuary 29 Odorization/PurgingMarch 26 Tapping &
Stopping/Valve
SIF Services
OQ
IMP O & M
Training
