Operator Qualification: Changes In The Miscellaneous Rule And What To Prepare For Now

March 7, 2018 - Pittsburgh, PA


Operator Qualification (OQ) has been required for all operators since it Final Rule in 1999. The proposed NPRM (Miscellaneous Rule – 7/5/2015) and subsequent Combined Technical Committee meeting discussion provides industry insight into the regulatory changes coming.
These major changes include:
  • Program Effectiveness Review
  • Inclusion of New Construction
  • Additional Record Requirements
  • Training Requirements
  • Inclusion of Type A (Class 2) and Type B Gathering (Onshore)
  • Inclusion of Regulated Rural Hazardous Liquid Gathering 
PHMSA has also addressed developing criteria for evaluators, defined “qualified”, “emergency response tasks”, “knowledge, skills and abilities” and “direct and observe”.
These new and amended regulations would apply to interstate and intrastate natural gas and hazardous liquid pipeline facilities.
Discussion for this course is specifically around:
  • 49 CFR 192.800’s & 195.500’s
  • The components of a successful OQ Program and the factors that affect it
This goal of this training is to provide tangible understanding of the requirements and the impact of each to an existing or new OQ program.
This Training Is Useful For:
  • O&G executives and managers
  • Pipeline project managers
  • Compliance managers
  • Energy attorneys
  • Regulators and regulatory affairs personnel
  • Energy consultants
8:00 -8:30 a.m. Registration and Continental Breakfast
8:30- 9:15 a.m. OQ Background & Overview
  • History
  • NTSB Study and recommendations
  • Rulemaking
  • Advisory bulletins
  • Applicability and exclusions
9:15- 9:45 a.m. Roles & Responsibilities
  • Designated Individuals
9:45-10:15 a.m. Required Procedures & Maintenance
  • OQ written plan
  • Overall OQ program
10:15-10:30 a.m. Recordkeeping
  • Current requirements
  • Amended requirements
  • Understanding the integration of the records
10:30-10:45 a.m. Morning Break
10:45 a.m. – 12:00 p.m. Covered Tasks and Training
  • Amended four-part test
  • Development of new covered tasks
  • New construction
  • Method of evaluation for KSA’s
  • Training required for each covered task
12:00 – 1:00 Group Lunch
1:00 – 2:30 p.m. Program Effectiveness
  • Explicit requirement review
  • Development of additional PE measure(s)
  • Performance of the review
  • Follow up to review
2:30 – 3:00 p.m. Evaluator and Criteria
  • Requires defining criteria for evaluators
  • Requires established training for evaluators
  • PE requires review of evaluators
3:00 – 3:15 p.m. Afternoon Break
3:15-4:15 p.m. Management of Change
  • Policies and procedures
  • Implementation
  • Impact of changes
4:15-4:30 p.m. Remaining Questions
4:30 p.m. Day Ends
The March 7th class will be held at the
Sheraton Pittsburgh Airport Hotel.  No block has been reserved at this hotel.

If you have any questions or need any additional information, please contact us at 720-491-1173 or denise@becomekinetic.com

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Our Instructor

Warren Miller
Former Operations Supervisor, USDOT/PHMSA/OPS And Co-Developer, Inspection Protocols, Forms, Training And Guidance, OQ Regulations
Owner, Warren Miller Enterprises, LLC

Warren served with the Pipeline and Hazardous Materials Safety Administration (PHMSA) of the Department of Transportation (DOT) for more than 22 years. He joined the PHMSA Office of Pipeline Safety in Denver in September 1991, as a Petroleum Engineer. His duties included inspection of interstate and intrastate operations of hazardous liquid and natural gas pipelines from construction through operations, development of compliance actions addressing deficiencies found during inspection, support during specific hearings, and accident investigation. He also performed duties as a State Liaison where he evaluated the pipeline safety programs of the twelve states in the Central Region for seven years. 

He later co-developed the inspection protocols, forms, training and guidance for the OQ regulations and represented PHMSA on the ASME B31Q Qualification of Pipeline Personnel Technical Committee until he retired in 2014. Warren also chaired a federal and state committee for ensuring a consistent inspection process and assisted training federal and state inspectors on OQ. In 2010, he facilitated the PHMSA OQ Federal/State Committee, whose charter was to address issues that arose in the field as inspectors inspected OQ programs and to investigate quality management benefits. Prior to his retirement, he assisted in drafting the OQ NPRM and performed an analysis and study on quality management and where it could be used in the pipeline industry. Warren retired as an Operations Supervisor overseeing six inspectors.

He maintains status as a current member of the ASME B31Q Standard Committee.

Read Full Bio Here...


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(Discounted Registration $300 To Attend These Back-to-Back Trainings) Use Code CRMOQ2 at Checkout.