TDW Qualification Plan - T.D. Williamson, Inc.

TDW Pub. No. 70-223-0201 

Origination Date: April 27, 2001 

Sixth Revision: Sep 1, 2011 

TDW Services, Inc. 

Operator Qualification Plan 

Meets Requirements for: 

TDW Quality Management Systems per ISO 9000 

Pipeline Industry Standards 

DOT Pipeline Safety Operator Qualification Rules 

Approval by: 

TDW Services - Technical Services Engineering 

TDW Pipeline Solutions Manager 

TDW Services - Global Training Manager 

TDW Operator Qualification Compliance Manager 

TDW Services Quality Manager 

TDW Pipeline Solutions Training Manager

This page intentionally left blank. 

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Table of Contents 

Paragraph Title Page 

1.0 Purpose 1 

1.1 T.D. Williamson, Inc. Policy 1 

1.2 U.S. Department of Transportation Pipeline Safety Regulations 1 

1.3 Other Government Regulations 1 

1.4 ISO 9000 1 

1.5 ASME B31Q 2 

2.0 Scope 2 

3.0 Definitions 2 

3.1 Covered Task List 6 

4.0 Evaluation Process 6 

4.1 Methodology 6 

4.2 Abilities Required 6 

4.3 Overview 7 

4.4 On-the-Job Training—The Knowledge/Skills Inventory 7 

4.5 Technician Training Schools 7 

4.6 Initial Technician Approval Process and Board Review 8 

4.7 File Location 8 

4.8 Schedule Monitor/Record Keeper 9 

5.0 Suspension and Revocation 9 

5.1 Suspension 9 

5.2 Procedure Following Suspension of Qualification 9 

5.3 Reinstatement 10 

5.4 Revocation 10 

6.0 Communications of Qualification Revisions 10 

7.0 Interval for Evaluation and Reevaluation 11 

7.1 Subcontractors 11 

8.0 Record Keeping 11 

9.0 Identification of TDW Field Technicians 11 

10.0 Quality Assurance and Program Effectiveness 12 

10.1 Review Intervals 12 

11.0 Revision History 13 

12.0 Plan Review History 14 

iii

Appendices 

Administration 

Appendix 1 Covered Task List 18 

Appendix 2 Abnormal Operating Conditions (AOCs) 19 

Appendix 3 Prevention of Accidental Ignition of Gas 21 

Appendix 4 Technician Badge 22 

Appendix 5 Technician Database 23 

Appendix 6 Employee Incident Prevention Program 24 

Appendix 7 Field Audit Questionnaire 27 

Appendix 8 TDW Approved Evaluators 30 

Hot Tapping & Plugging 

Appendix 9 Knowledge & Skills Inventory 33 


Appendix 11 Directed/Observed Form 43 

Appendix 12 Field Performance Report 44 

Appendix 13 Evaluation Form – Hot Tapping & Plugging 45 

Composite Wrap Installation 





Launch or Receive Pipeline Pigs and Inline Inspection Tools 





Appendix 22 Evaluation Form – Pigging and Inline Inspection 77 

Welding on Pipelines 

Appendix 23 Evaluation Form – Maintenance Welding on Pipelines 83 

Suspension of Qualification Guidelines 

Appendix 24 Suspension Guidelines and Form 89 

Exam Review 

Appendix 25 Exam Review Form 92 

iv

TDW Services, Inc. (“TDW”) 

Operator Qualification Plan 

1.0 Purpose 

1.1 TDW’s Commitment 

TDW’s Commitment to Quality: At TDW, quality means understanding customer needs 

with a focus on meeting their requirements without error, on time, every time. As an 

organization, we anticipate and respond to the maintenance needs of owners and 

operators of pressurized piping systems worldwide. By dedicating the resources 

necessary, our organization commits to making Quality an integral part of our business 

operating practices. 

This plan establishes the Qualification requirements for TDW technicians to perform 

covered tasks on pipeline facilities according to rigorous TDW quality standards. 

TDW has maintained a rigorous Technician Qualification program for many years. All 

TDW technicians are currently “qualified.” 

Note: TDW is a contractor, not a pipeline owner/operator and cannot by law “qualify” 

TDW technicians. TDW trusts that domestic pipeline owner/operators will accept the 

TDW Qualification Program and reference their acceptance. 

1.2 U.S. Department of Transportation Pipeline Safety Regulations 

This plan meets all Department of Transportation (DOT) Research and Special Program 

Administration Regulations in adherence to the Pipeline Safety Act of 1992 and the 

accountable Pipeline Safety and Partnership Act of 1996. This plan has been prepared 

to meet the minimum requirements specified in 49 CFR Part 192, Subpart N, and 49 

CFR Part 195, Subpart G. This plan also follows the Operator Qualification Inspection 

Protocol guidelines. 

1.3 Other Government Regulations 

This plan meets all the requirements required for Operator Qualification by the following 

government entities: 

State of Illinois Commercial Code Pipeline Safety Regulations Title 83 Chapter 1 Sub- 

Chapter D Gas Utilities Part 52a. 

1.4 ISO 9000 

This plan meets policy and procedural requirements of TDW Quality Management 

Systems, which meets or exceeds ISO 9001: 2008 Quality Management standard 

requirements for employee training programs. These procedures include identification of 

training needs, development of the training plan, verification of conformance to 

regulatory, market and organizational requirements, training, documentation of training 

received and evaluation of the training. 

1

1.5 ASME B31Q 

This plan uses the ASME B31Q Personnel Qualification Standard as guidance material. 

2.0 Scope 

This plan will assure pipeline operators who contract with TDW for covered task 

services that TDW field technicians are trained in the classroom, tested and observed in 

simulated and live situations, and have documented all subcontract records meeting 

DOT Operator Qualification requirements and the highest standards in the domestic and 

international pipeline industry. 

This plan became effective April 27, 2001, and applies to both initial qualification of 

trainees and subsequent qualification of veteran technicians. Revisions are noted on the 

cover page. 

3.0 Definitions 

Ability: The mental and physical ability to perform a task. 

Abnormal Operating Condition: A pipeline condition, identified by the pipeline 

operator, that may indicate a malfunction of a component or deviation from the normal 

operations, which may indicate a condition exceeding design limits or result in a hazard 

to persons, property or the environment. See Appendix 2. 

Affected Individual: An individual who performs a covered task(s) or who has 

qualification program implementation responsibility. 

AOCs: Abnormal operating conditions. 

Approval: The process whereby the individual’s successful evaluation and qualification 

steps are formally approved by an appropriate Approval Board of TDW management 

personnel. 

Auditor: A Qualified Technician Director/Observer or Technical Services Management 

serving as an Observer. 

Covered Task: An action that has been identified and approved by the pipeline 

operator that: 

1. Is performed on a pipeline facility, 

2. Is an operations or maintenance task, 

3. Is performed as a requirement of DOT regulations 49 CFR 192 and 195, and 

4. Affects the operation, safety or integrity of the pipeline. 

Also: Any task that is considered to be “covered” by the pipeline operator. 

See 3.1 Covered Task List and Appendix 1 for more information. 

2

DI Analysis: An analysis that explores the difficulty (D) and importance (I) of each task. 

DIF Analysis: An analysis that explores the difficulty (D), importance (I) and frequency 

of performance (F) of each task. 

Directed-Observed: The process that allows a qualified individual to provide oversight 

to non-qualified and disqualified individuals and to take the appropriate corrective action 

as necessary during the performance of the covered task. 

Disqualified: An individual who has been previously qualified and able to perform 

covered tasks, but may no longer perform the task without being directed/observed by 

an individual who is qualified to perform the covered task until the qualification of the 

individual in question is reviewed or is re-qualified. 

An individual who has not performed a process and/or operated a specific machine for 

24 months will be classified as disqualified for that process and/or specific machine. An 

individual may be re-qualified for a process and/or specific machine by way of an 

evaluation. 

Entity: Any individual or organization utilizing any portion of this standard to develop or 

implement a qualification program or portion thereof, including pipeline operators, 

contractors, subcontractors, service providers, etc. 

Evaluation: The process (or processes) that assesses and documents an individual’s 

qualifications to perform a covered task. The process may entail one or more evaluation 

methods and one or more distinct evaluation instruments. 

Evaluation Criteria: The specific knowledge and skill an individual must possess and 

demonstrate to be qualified to perform a covered task. 

Evaluation Instrument: The materials that are used to conduct an evaluation, including 

but not limited to: written, oral interview, and performance evaluation materials. 

Evaluator: An individual selected or credentialed to conduct performance or oral 

interview evaluations to determine if the individual is qualified. See Appendix 8. 

Field Performance Report (FPR): A documented problem that occurs on a service job, 

which may or may not require corrective action. Not Considered to be an “Incident or 

Accident.” The Field Performance Report is issued when any operational problem 

occurs or when a potential problem is discovered and corrected. Any unplanned event 

or customer concern, regardless of its significance should be reported with an FPR. See 

Appendices 12, 17, and 21. 

Incident (Part 191.3): An event that involves the unplanned release of product from a 

pipeline and results in a death or personal injury necessitating in-patient hospitalization; 

an estimated property damage, including cost of gas lost worth $50,000 or more; or a 

condition or event that is significant in the judgment of the operator with or without an 

associated release of product. An event that is significant in the judgment of the 

operating company, even though it does not meet the DOT criteria above, can be 

considered an “Incident.” 

3

Incident (Part 195.50 Accident): Reporting Incidents. An Incident Report is required 

for each failure in a pipeline system subject to this part in which there is a release of the 

hazardous liquid or carbon dioxide transported resulting in any of the following: 

(a) Explosion or fire not intentionally set by the operator. 

(b) Loss of 5 gallons (19 liters) of hazardous liquid or carbon dioxide. 

(c) Escape to the atmosphere of more than 5 barrels (0.8 cubic meters) a day of 

highly volatile liquids. 

(d) Death of any person. 

(e) Bodily harm to any person resulting in one or more of the following: 

(1) Loss of consciousness. 

(2) Necessity to carry the person from the scene. 

(3) Necessity for medical treatment. 

(4) Disability which prevents the discharge of normal duties or the pursuit of 

normal activities beyond the day of the accident. 

(f) Estimated property damage, including cost of clean-up and recovery, value of 

lost product, and damage to property of the operator or others, or both, 

exceeding $50,000. 

An event that is significant in the judgment of the operating company, even though it 

does not meet the DOT criteria above, can be considered an “Incident”. 

See “Incident” 

An individual technician who has been involved in an incident or accident will be 

suspended immediately and will be drug tested. Notification will be made to the HSE 

Department, Service Center Manager, the Regional Manager and Central Services 

Group. 

Knowledge: A body of information applied directly to the performance of a task. 

KSA: Knowledge, skill and ability. 

Monitoring: A means of confirming that an individual performs covered tasks in 

accordance with applicable standards or procedures. 

Non-Qualified: An individual who has not been successfully evaluated and is not able 

to perform a covered task without being directed/observed by an individual who is 

qualified to perform the task. 

On-the-Job Training: Instruction at or near the work setting. 

Operator: An individual who performs a covered task; also known as a Technician. 

Performance: Demonstration of the knowledge, skills and abilities (KSAs) required to 

complete a task. 

Pipeline Facility: A pipeline segment that is physically connected to an active pipeline 

system regardless of whether or not product is flowing through the pipeline. An 

4

appurtenance that has been temporarily removed from the system for maintenance is 

not considered part of the facility in its removed state. 

Proctor: One selected to administer a written examination. 

Qualified: An individual who has been successfully evaluated by using the evaluation 

methods specified by TDW and is able to properly perform a specified task and 

recognize and react to the abnormal operating conditions that may be encountered 

during the performance of the task. Pipeline operator personnel and Contractor 

personnel must be qualified in accordance with DOT Operator Qualification regulations 

in the USA. 

Revocation: Cancellation of an individual’s qualification to perform an identified 

covered task(s). 

Safety or integrity: The state of a pipeline being operationally sound (as affected by 

maintenance, construction, and operation activities) or having the ability to withstand the 

stresses imposed during operations. 

Safety Training: The comprehensive process each TDW technician is required to 

maintain. Safety training is not a direct requirement of Operator Qualification 

Regulations. However, it is a vital requirement of the TDW Operator Qualification Plan. 

See Appendix 6. 

Skill: The ability to perform mental and physical activities acquired or developed 

through training or experience. 

Span of Control: The number of non-qualified individuals that a qualified individual can 

direct and observe for the conditions under which the task is being performed. The 

Qualified person must be able to take immediate corrective action. 

Subject Matter Expert (SME): An individual who possesses knowledge and experience 

in the process / discipline they represent. 

Subsequent Qualification: Re-qualification at required intervals. Evaluations for 

subsequent qualification have the same content as initial evaluations, including a written 

or oral test and a performance verification by an approved evaluator. 

Suspension: Temporary prevention of a qualified individual from performing identified 

covered task(s). 

Task: A defined unit of work, having an identifiable beginning and end, and specific 

actions that are observable and measurable. 

Technical Services: The department within TDW with responsibility for technical 

integrity or a designated technical authority. 

Technician: An individual who performs a covered task; also known as an operator. 

Test Proctor: A person designated to assure controlled environment during written 

tests. This person is not required to be a qualified technician. 

Trainer: An individual who possesses knowledge and experience in the process / 

discipline they represent necessary to train others in a particular task. 

5

Training: Instructing individuals using materials designed to convey the skills and 

knowledge necessary to perform a particular task. 

Training Program: The written description, processes, procedures, training materials, 

and training tests that establish and document training. 

3.1 Covered Task List (See Appendix 1) 

This plan currently includes the covered tasks listed in Appendix 1. The covered tasks 

were identified by meeting the four part test, by consensus of industry groups, and by 

consensus of pipeline operators. As contractors, TDW must accept the covered task 

determination of pipeline operators. 

4.0 Evaluation Process 

Persons with the responsibility for evaluating an individual’s qualifications to perform 

covered tasks will have the required knowledge through education, training or experience 

to ascertain the ability of the individual. Persons who “observe” a Technician or Trainee in 

a simulated or live task must be qualified technicians or an established subject matter 

expert (SME). See Appendix 8 for current evaluators and their individual credentials. 

4.1 Methodology 

The methodology for evaluating covered tasks will include all of the following: 

1. Written exams 

A. Review missed question(s) to verify 100% understanding.(Appendix 25) 

2. Oral exams 

3. Observation during: 

A. Simulation 

B. Live jobs 

This plan provides for TDW and third party tests and performance verification forms. 

See Appendix 1 (Covered Task List) for source. 

TDW Technicians also undergo the following activities to assure technical quality: 

1. Mandatory attendance at training sessions. 

2. Historic review of work performance. 

3. Field audits of live jobs. 

4. Review Board after initial qualification / evaluation. 

4.2 Abilities Required 

The evaluation of qualification will include an individual’s ability to: 

1. Perform the task. 

2. Recognize and react to Abnormal Operating Conditions. See Appendix 2. 

3. Perform work requirements in a safe manner. 

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4.3 Overview 

TDW field technicians receive extensive, on-the-job training, including classroom 

training, hands-on training and testing during their trainee status. Trainees also 

accompany and observe live jobs conducted by Qualified Technicians. This on-the-job 

training process is covered by the appropriate Knowledge/Skills Inventory Form. Each 

entry is approved by a Manager / Supervisor, Qualified Technician or Technical 

Services Personnel. 

Trainees and TDW field technicians attend mandatory technicians’ schools. Provided by 

TDW, these schools are formal and rigorous, and include technical product and 

methodology updates. 

Re-qualification / evaluation is conducted when expirations are near and follows the 

same requirements of initial qualification. 

4.4 On-the-Job Training (OJT) — The Knowledge/Skills Inventory 

This process is documented, on-the-job training, under the supervision of a Qualified 

Technician and management. This process includes the following: 

1. Equipment operating capability 

2. Field training 

3. Equipment knowledge 

4. Covered task procedures (See Appendix 1) 

5. Prevention of accidental ignition of gas (See Appendix 3) 

6. Recognition of Abnormal Operating Conditions (See Appendix 2) 

7. Safety training (See Appendix 6) 

Oral and written tests are administered throughout the process in a proctored and 

controlled environment. See specific forms in Appendix 6 for each Technician level on 

specific equipment and situations. These forms indicate the progressive equipment and 

application requirements for each level. 

4.5 Technician Training Schools 

This process is conducted under the direction of Technical Services Management, the 

Global Training Manager and the Pipeline Services Management Team. Typical 

sessions include the following components: 

1. Classroom instruction: Includes basic equipment operation, procedural and 

technical updates, specific applications and Abnormal Operating Conditions and 

Safety Training. 

2. Hands-on: Instruction, observation and evaluation in simulated or live situations. 

3. Testing: Review and correction under the direction of Technical Services 

Personnel with special emphasis on correcting deficiencies within a specified 

time frame. 

4. Shared technician experience. 

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4.6 Initial Technician Approval Process and Board Review 

This review and approval process conducted by the appropriate Approval Board 

includes the following steps: 

1. Complete review of all signatures listed under the Knowledge/Skills Inventory format. 

2. Cumulative Qualification testing score of not less than 80 percent. See Appendix 7. 

3. Performance verification results. 

4. Complete review of Field Performance Reports (FPR). See Appendix 12, 17 and 21. 

5. Complete review of Technician Field Audits. Note: At least one Field Audit must 

be done on each Technician or Trainee before a position change. 

6. Process approval by DOT Compliance Manager 

7. Approval Board Members: 

TDW Services – Technical Services Engineering Manager / Designee 

TDW Pipeline Solutions Manager 

TDW Services – Applicable Regional Manager 

TDW Services – Applicable Service Center Manager 

TDW Services – Global Training Manager 

TDW Quality Assurance Manager / Designee 

TDW Operator Qualification Compliance Manager 

TDW Operator Qualification Trainer / Evaluator 

TDW Pipeline Solutions Training Manager 

All members of the Approval Board, after a complete review of the above steps, must 

approve each Technician evaluation and qualification. After receiving formal approval, 

the Technician is issued a new Qualification badge and the Technician database is 

updated. See Appendix 4 and 5. 

4.7 File Location 

Complete technician qualification files are maintained in Tulsa, Oklahoma, with select 

files at each local service center. Files consist of the following documentation: 

Knowledge/Skills Inventory 

Training Materials 

Training and Records 

Results of the written or oral test 

Performance Verification Form 

Communication of Change Affecting Covered Tasks 

Field Service Reports 

Field Audit Reports 

Records of Suspension 

Board Approval 

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4.8 Schedule Monitor/Record Keeper 

The TDW designated administrative assistants, working with local services centers 

assures that qualification and re-qualification recordkeeping requirements and 

schedules are maintained. 

5.0 Suspension and Revocation 

The qualification program includes a provision to suspend and reinstate or revoke 

qualifications. 

Note: See Appendix 24 for details regarding suspension of Qualification Guidelines. 

5.1 Suspension 

1. When an individual’s performance of a covered task contributes to an Incident 

(Part 191.3) or an Accident (Part 195.50). See definition of incident and accident 

in this plan. 

2. If a Qualified Technician goes 24 months without performing a specific task with 

specified equipment. 

3. When the established cycle for re-qualification of the covered task expires. 

4. When an individual fails evaluation or performance requirements. 

5. When there is reason to believe an individual is no longer certified to perform the 

covered task. 

6. When a physical or medical impairment prevents an individual from performing 

essential functions of the job. This includes loss of motor skills, loss of vision and 

other impairments. 

7. When willful or repeated failure to perform in accordance with established 

policies or procedures are exhibited by an individual. 

8. When an individual receives a suspension of duty for substance abuse. 

9. When safety performance is lacking or safe operating procedures are not 

followed. 

NOTE: A pipeline operator or primary contractor may choose not to use a particular 

individual for the current job. 

NOTE: Disqualified individuals may perform a covered task when they are being 

directed / observed by a qualified individual except when the disqualification is due to a 

physical or medical impairment that prevents the individual from performing the 

essential functions of the job, or a suspension from duty for substance abuse. 

5.2 Procedure Following Suspension of Qualification 

1. The suspended individual will be notified immediately. 

2. The suspended individual’s immediate supervisor will be notified. 

3. All appropriate management personnel will be notified. 

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5.3 Reinstatement 

The suspended qualification will be reinstated when one of the following has been 

completed: 

1. It is determined that the technician did not warrant suspension. 

2. The technician has completed action to resolve the concern leading to 

suspension. 

3. The qualification has been reestablished through evaluation. 

5.4 Revocation 

The suspended technician’s qualification will be revoked for the following: 

1. The suspension concerns could not be resolved. 

2. The suspended technician no longer has the ability to perform the task. 

6.0 Communications of Qualification Revisions 

Circumstances may arise that will require modification and/or subsequent evaluation of 

technicians. These circumstances may include, but are not limited to, the following 

reasons: 

1. Modifications to operator policies or procedures. 

2. Changes to state or federal regulations. 

3. Use of new equipment and/or technology. 

4. Product/equipment recalls and industry alerts. 

5. Results of Field Performance Reports. 

6. Involvement in incidents. 

7. Changes in Abnormal Operating Conditions (AOCs) 

8. Significant company changes. 

If the impact of the circumstances is considered significant, the qualification process will 

be modified and all personnel will be notified and a copy of the communication will be 

placed in the file for audit purposes. If the impact of the circumstances is major, 

management will direct that individuals be evaluated again. 

Communication methods include e-mail, Web-based, fax, or hard copy. Communication 

will go to TDW Services, Inc. management, regional manager, service center manager, 

coordinator, office manager, Pipeline Services operations manager, and safety and 

training manager. Official copies of change documents will be maintained. 

10

7.0 Interval for Evaluation and Re-evaluation 

See Covered Task List in Appendix 1 for qualification intervals. 

7.1 Subcontractors 

It will be the responsibility of TDW to confirm qualification of all subcontractor operators 

at the same level of a TDW technician, and that they meet the Operator Qualification 

requirements of the pipeline operator. 

8.0 Record Keeping 

Qualification records of each technician performing covered tasks will include the 

following: 

1. Name and Photo 

2. Social Security number (or other identifier for international personnel) 

3. Employee number 

4. Covered tasks for which qualifications are held. 

5. Method/s used to evaluate 

6. Last evaluation approval date and hire date 

7. Person responsible for the evaluation 

8. Training history 

9. Job history 

10. Qualification suspensions, revocations and reinstatement, as well as the action 

taken to reinstate qualification. 

Records may be originals, copies or electronic. Records will be kept on file for each 

individual for five years from the last performance of a covered task. Pipeline operator 

may have access to all of the above data on request. Records are kept in Tulsa, 

Oklahoma, at division headquarters and at the service center where the technician is 

based. 

9.0 Identification of TDW Field Technicians 

All TDW Services Field Technicians carry a photo ID. Individual technician data is 

available upon request. 

TDW technician qualifications are also listed with NCCER / ISN and Veriforce. See 

Appendix 1. 

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10.0 Quality Assurance and Program Effectiveness 

TDW reviews its Operator Qualification Plan at least annually or during each Customer 

OQ Audit. 

If TDW makes significant changes to its Operator Qualification Program, those changes 

will be communicated to the applicable Operator. 

TDW has an ISO-approved Quality Assurance Program, which assures a flow of 

information to all. 

10.1 Review Intervals 

At a minimum, TDW will review its Operator Qualification Plan at 12-month intervals. 

12

11.0 Revision History 

Document Control Revision History 

Page Reason for Change Rev. Reviewed Date Revised 

Original Document 0 New 

1 10/15/05 

2 

3 

4 8/13/09 

13 Added Revision History 5 4/1/11 

9 Added Note in 5.0 (Suspension Guidelines) 5 4/1/11 

86 & 87 Added Appendix 24 

5 4/1/11 


14 Added Section 12.0 - Plan Review History 6 Jul 2011 So-Cal Audit 9/1/11 

6 4..1 (#1) 100 % Understanding of exam and 

Added Appendix 25 - Exam Review Form 

18 Appendix 1 (Hot Tapping & Plugging Span of 

Control – added *1.1 Based on Operator) 

12 10.0 – Added sentence to address 

TDW Significant Program Changes 

6 Jul 2011 So-Cal Audit 9/1/11 



Cover Page (Updated Approval List) 6 Aug 2011 9/1/11 

8 4.6 (#7) - Updated Approval Board Members 6 Aug 2011 9/1/11 

Signature: 

Date: 

13

12.0 Plan Review History 

Document Control Review History 

Date Reviewed Type of Review 

(Annual or Audit) 

Changes 

Made 

Section 

Significant 

Y or N 

July 2011 So-Cal Audit Yes 4.1, 4.6, 10.0, 12.0, 

Appendix 1 

N 

Signature: 

Date: 

14

Appendices 

15


16

Administration 

17

MichCon 

SAP 

SO Cal 

610 

6.1 

Appendix 1: T.D. Williamson Operator Qualification Plan - Current Covered Task List 

Covered Task Description 

Evaluation 

Interval, 

Method 

Span of 

Control TDW B31Q API Veriforce MEA 

Hot Tapping and Plugging 

Abnormal operating conditions 

general (NCCER) AOCF_1 

Prevention of accidental release 

of gas 

Composite material repair sleeve 

Launch a pipeline pig or 

instrument pig 

Receive a pipeline pig or 

instrument pig 

Inspection for Physical damage 

to buried or submerged pipeline 

Measuring with a Pit Gauge 

Insert and remove Coupons 

Perform Internal Corrosion 

Mediation 

Prep Surface for Coating 

Visual inspection of a surface 

Use of Probe equipment 

Pressure Test 

36 months 

P & W/O 

1:2 or 1.1* CT 50, 

T 50, 

D 50 

1081, 

1091, 

1111, 

1131 

36 months 

W/O - CT 50 - 

40.6, 

40.7, 

40.8, 

40.9, 

40.91 

Gas 

Liquids 

611, 

612 

201 

1414, 

1425, 

1426 

1414.03 

1425.01 

1426.02 

1426.02.01 

1426.02.02 

36 months 

P & W/O 1:2 CT 50 - - - CTS2011 2011.01 

36 months 

P & W/O 

1:2 W 50 1061 40.3 705, 706 1432 1432.04 

36 months 

P & W/O 1:2 LR 50 - 29.1 

36 months 

P & W/O 1:2 LR 50 - 29.2 

36 months 

P & W/O 1:1 - 

0211, 

0201, 

0151 

36 months 

P & W/O 1:1 - 0211 8.1 

36 months 

P & W/O 

1:1 CT50 0131 10.1 

36 months 

P & W/O 1:3 - 1021 11 

36 months 

P & W/O 1:5 - 

36 months 

P & W/O 1:1 - 

0991, 

1001, 

1011 

0211, 

0201, 

0151 

5.1 

13.4 

15.1 

36 months 

P & W/O 

1:1 - 1291 16.1 

36 months 

0561, 

P & W/O 1:2 - 

0571, 

0581 

Welding As specified 1:0 - 0801 42 

Install Mechanical Clamps and 

Sleeves 

36 months 

P & W/O 1:2 - 1041 

*Based on Operator 

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APPENDIX 2 

Abnormal Operating Conditions (AOCs) 

INTRODUCTION 

The United States Department of Transportation, in adherence to the Pipeline Safety 

Act of 1992 and the accountable Pipeline Safety and Partnership Act of 1996, requires 

maintenance personnel to recognize and react properly to abnormal operating 

conditions. 

Abnormal operating conditions are defined as a pipeline condition — identified by the 

operator — that may indicate a component malfunction, or a deviation from normal 

operations. The malfunction or deviation may: 

1. Indicate a condition exceeding design limits; or 

2. Result in a hazard(s) to persons, property, or the environment. 

TDW technicians should recognize the following conditions as being abnormal: 

1. Apparent unplanned release of a pipeline fluid (gas or liquid). T.D. Williamson hot 

tapping and plugging equipment is designed to contain pressurized products. 

2. Fire or explosion. 

3. Obvious misalignment of the equipment attached to the pipeline facility (fittings, 

valves, adapters, tapping machines, plugging machines, clamps, etc.). 

4. Out-of-date elastomers. 

5. Malfunction of the equipment or fittings attached to the pipeline facility. 

6. Presence of pipeline pressures exceeding the design limits of the fittings or 

equipment. 

7. Unplanned flow rates. 

8. Obvious physical damage to equipment or the pipeline facility. 

9. Activation of safety devices. 

10. Unplanned status (start up, shut down, open valves, etc.). 

11. Interruption of communication. 

12. Inadequate odorization of gas or reports of odor. 

13. Actual pipeline conditions differ from information on technician’s job info sheet. 

When abnormal operating conditions exist, the Technician shall: 

1. Stop operations and inform project site manager. 

2. Follow safety regulations and procedures agreed to with the Pipeline Operator 

prior to the operation. 

3. Take appropriate corrective actions. 

4. Inform project site manager and stop working on his portion of the job if the 

above steps have not corrected the condition. 

TDW Services Technicians are trained to recognize abnormal operating conditions. 

Detailed information on Abnormal Operating Conditions is contained in TDW Services 

training materials for specific machines and applications. 

19

TDW technicians are evaluated with NCCER AOC General #AOC FIELD and with 

Prevention of Accidental Ignition of Gas. 

TDW technicians are trained with a complete Health, Safety and Environmental 

Package. 

20

APPENDIX 3 

Prevention of Accidental Ignition of Gas 

TDW Services’ training is based on TDW CT50 and EWEBOQ materials for Prevention 

of Accidental Ignition of Gas Modules. 

21

APPENDIX 4 

Technician Badge 

Below is a sample technician badge. 

22

APPENDIX 5 

Technician Database 

TDW Services, Inc. 

Qualified Pipeline Technician 

Name: ___________________________ 

Employee #: ________________ 

Technician Level: ____________ 

Current Covered Tasks: 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

________________________________________ 

Current Certification Date: _____________ 

Certified By:________________________ 

Initial Certification Date: _________ 

Title: ________________________ 

Certification Method: Oral Test, Written Test, Observation, Work Record 

Equipment Certifications: See Knowledge Skill/Inventory Forms 

Job History: See Knowledge Skill/Inventory Forms 

Training History: 

Training Title 

Training Date 

23

APPENDIX 6 

Employee Incident Prevention Program 

This Employee Incident Prevention Program has been developed for the safety of TDW 

Services employees and consists of the following components: 

1. Statement of Corporate Commitment to Health, Safety and the Environment (HSE). 

This statement outlines TDW’s commitment to our personnel, customers and 

community. 

2. TDW Services provides annual HSE training in a variety of safety subjects to meet 

TDW, OSHA and DOT requirements associated with our work. See Required Training 

Programs below. 

Required Training Programs: 

Asbestos Awareness 

Basic Rigging Safety 

Benzene Safety 

Blood borne Pathogens 

Compressed Gas Cylinders 

Confined Space Entry 

Crane Safety 

Driver Training 

Electrical Safety (non-qualified) 

Environmental Awareness 

Excavation Safety (shoring) 

Fall Prevention/Control 

Fire Prevention/Control 

First Aid/CPR 

Forklift Safety 

Hand and Power Tool Safety 

Hazard Communication 

HAZWOPER 

Heat Stress 

Hearing Conservation 

Hotworks Permits 

Housekeeping 

Hydrogen Sulfide 

Incident Reporting/Investigations 

Ladder Safety 

Lifting Safety (back injury prevention) 

Lockout/tagout (Energy Isolation) 

24

Materials Handling and Storing 

Personal Protective Equipment 

Prevention of Slips, Trips and Falls 

Respiratory Protection 

Safety Orientation 

Scaffolding Safety 

Supervisor HSE Management 

Unsafe Condition Reporting (Hazard Identification/Near-Miss) 

Vehicle Safety 

3. TDW Services — HSE Manual. 

The HSE Manual, issued with a revision date, represents the most current formal HSE 

program information. The TDW HSE Manual is available in CD-ROM format or on the 

TDW internal Web site, InfoWorld. 

The HSE Manual Table of Contents is as follows: 

• Corporate Commitment to HSE. 

• Incident Investigation Policy. 

• Abrasive Wheel Program. 

• Asbestos Program. 

• Assured Grounding Program. 

• Benzene Safety Program. 

• Blood borne Pathogen Program. 

• Compressed Gas Program 

• Contractor Management Program. 

• Corrective Action/Disciplinary Program. 

• Excavation Safety Program. 

• Fall Protection Program. 

• Fire Safety Program. 

• Hazard Communication Program. 

• HAZWOPER, Emergency Response Program. 

• Hazard Identification/Near-Miss Reporting. 

• Hearing Conservation Program. 

• Heat Stress Safety Program. 

• Hoisting Equipment Program. 

• Housekeeping Program. 

• HSE Meeting Policy. 

• HSE Performance Goals Policy. 

25

• Hydrogen Sulfide Safety Program. 

• Lead/Cadmium Awareness Program. 

• Management of Change Program. 

• Medical Services/First Aid Program. 

• Metals Exposure Program. 

• NORM (Naturally Occurring Radioactive Materials) Program. 

• OSHA Inspection Policy. 

• Personal Protective Equipment (PPE) Program. 

• Powered Industrial Lift Truck (Forklift) Program. 

• PSM (Process Safety Management) Program. 

• Respiratory Protection Program. 

• Safe Works Program 

• 34.1 Confined Space Program. 

• 34.2 Hot Work Program. 

• 34.3 Lockout/Tagout, Control of Hazardous Energy Program. 

• 34.4 Permit Form. 

• Scaffolding and Ladder Guidelines. 

• Short Service Employee Program. 

• Toxic Substance Control Program. 

• Vehicle Safety Program. 

It is the responsibility of T.D. Williamson, Inc. management to assure that these 

programs are implemented and enforced at all T.D. Williamson, Inc. facilities. 

The Health, Safety and Environment Department, reporting directly to the VP Human 

Resources, will audit T.D. Williamson, Inc. facility operations and direct management 

towards achieving compliance with the HSE Programs and employee training 

requirements. 

TDW Field Technicians are required to complete a Pre-Job Site Risk Assessment using 

the appropriate HSE form before each job. 

26

APPENDIX 7 

Field Audit Questionnaire (All Tasks) 

TDW Services 

Pre-Audit Information Requirements 

Conducted by TDW Technical Services Personnel 

No Direction—Observe Only 

Job Number __________________________ Date ________________ 

Technician __________________________ Customer ___________ 

Customer Contact _____________________ Phone _______________ 

Address 

____________________________________________________________________ 

____________________________________________________________________ 

____________________________________________________________________ 

____________________________________________________________________ 

Job Location 

___________________________________________________________________ 

___________________________________________________________________ 

___________________________________________________________________ 

___________________________________________________________________ 

Brief Job Description 

___________________________________________________________________ 

___________________________________________________________________ 

___________________________________________________________________ 

Remarks: (Weather, Job Site Conditions, Other) 

___________________________________________________________________ 

___________________________________________________________________ 

___________________________________________________________________ 

___________________________________________________________________ 

27

APPENDIX 7 (Continued) 

Field Audit Questionnaire (All Tasks) 


List any procedures or actions of technician that should be considered for inclusion in 

the standard procedures. 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

____________________________________________________________ 

List any procedures or actions of technician you disapprove of and why. 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

____________________________________________________________ 

List any equipment or combinations of equipment that might be unusual but made the 

job easier. 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

____________________________________________________________ 

List any equipment that you consider needs special attention and why. 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

____________________________________________________________ 

General Remarks: 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

____________________________________________________________ 

28



General Comments on Technician & Equipment (All Tasks) 

Yes 

No 

Does technician wear all required personal protective safety equipment as 

applicable 

Does technician wear TDW uniform 

Is the uniform clean (Give adequate consideration to site conditions, etc.) 

Is the TDW vehicle clean (Give adequate consideration to site conditions, 

etc.) 

Does technician have all safety equipment per Technician Manual Section 

19.14.2 

Is the service equipment clean 

Is the appearance of the equipment satisfactory 

Did TDW present a professional image 

29

APPENDIX 8 

TDW Approved Evaluators 

(Revised April 1, 2011) 

Al Butler 

Brent Deaville 

Tom Giles 

John Morrow 

Jackie Morton 

Lloyd Pirtle 

Lee Shouse 

Tanner Tibbets 

Darrel Trout 

Associate’s Degree from Tulsa Community College, 25 years industry 

experience as a geometry pig field technician, pig tracker technician, 

leak detection technician, corrosion detection technician, factory field 

representative and troubleshooter. Approved OQ Evaluator by TDW, 

NCCER and Veriforce. 

Nashville Automotive/Diesel and Welding College Certificate, Louisiana 

Licensed Plumber, 20 years experience with TDW as a hot tapping and 

plugging technician, project coordinator, Master Technician and 

Trainer/Evaluator. Approved OQ Evaluator by TDW, NCCER and 

Veriforce. 

9 years as oil field technician, 21 years experience with TDW as 

machinist, buyer, customer service representative and hot tapping and 

plugging technician. Approved OQ Evaluator by TDW, NCCER and 

Veriforce. 

BS Oral Roberts University, MBA, 15 years experience, Qualified 

Pipeline Services Project Manager, Approved Customer Trainer, 

NCCER Approved Evaluator. 

20 years experience at TDW as Customer Trainer and hot tapping and 

plugging technician. Approved OQ Evaluator by TDW, NCCER and Veriforce. 

BS Texas A&M University, 5 years experience, Qualified Pipeline 

Services Project Manager, Approved Customer Trainer, NCCER 

Approved Evaluator. 

BS University of Oklahoma, 25 years experience, Qualified Pipeline 

Services Field Operations Manager, Approved Customer Trainer, 

NCCER Approved Evaluator. 

10 years experience, Qualified Pipeline Services Field Superintendent, 

Approved Customer Trainer, NCCER Approved Evaluator. 

20 years experience at TDW as Customer Trainer and hot tapping and 

plugging technician, PE pipe welder. Approved OQ Evaluator by TDW, 

NCCER and Veriforce. 

30


31


32

APPENDIX 9 

Knowledge & Skills Inventory 

KNOWLEDGE/SKILLS INVENTORY (Hot Tapping & Plugging) 

Name: 

Hot Tapping Technician (Hot Tap Only) 

HT&P Application Orientation: Gain operator capability through intensive field training. 

Equipment: Sales Order Job Description Supervisor Date 

T-101 

Model 360 

Model 660/760 

Model 1200 

Model T-203 

Plate Taps 

Pipeline Medium 

Pressure Temperature 

Gas 

Liquid 

LPG 

Hi-Flow 

Other 

Equipment Orientation: Identify and describe the major components of the equipment. 

Equipment: Approval* Date 

T-101 

Model 360 

Model 660/760 

Model 1200 

Model T-203 

Cutters 

Equipment Orientation: Describe the operation and procedures a technician will follow for 

service jobs requiring the following equipment or applications. 


T-101 

Model 360 

Model 660/760 

Model 1200 

Model T-203 

Plate Taps 

Approval* = Approved by Master Technician or Technical Services personnel 


TDW SERVICES - 235 

(Rev. 6/03) 

33




Hot Tapping and PluggingTechnician 


Sales 

Equipment: 

Order Job Description Supervisor Date 

SHORTSTOPP ® 60 Plugging Machine 


SHORTSTOPP ® II Plugging Machine 

SHORTSTOPP ® 300D Plugging Machine 

STOPPLE ® Plugging < 500 psi 

Tapping >1000 psi 

Gas 

Liquid 

LPG 

Hi-Flow 

Other 









SANDWICH ® Valve 











TDW SERVICES - 235 

(Rev. 6/03) 

34




Hot Tapping and Plugging Technician Level 1 


Sales 

Equipment: 

Order Job Description Supervisor 

T-203 

Angle Tap 

Plate Tap 

Model 1200 

Taps > 400° F 

STOPPLE ® Plugging > 500 psi 

Gas 

Liquid 

LPG 

Hi-Flow 

Other 



Date 



T-203 

Model 1200 

Angle Tap 

Plate Tap 

SHORTCUTT ® Valve 





T-203 

SHORTSTOPP ® 275/500 

Angle Tapping 

Plate Tapping 



TDW SERVICES - 235 (Rev. 6/03) 

35




Hot Tapping and Plugging Technician Level 2 



Model 1220 Plugger 1 




Intermediate-Temp job < 400° F 




Gas 

Liquid 

LPG 

Hi-Flow 

Other 



Model 1220 Plugger 

Model 1200 



TDW Fittings: Assembly components and basic codes 




Model 1220 Plugger 

STOPPLE ® Plugging >500 psi 




TDW Services - 235 (Rev. 6/03) 

36




Hot Tapping and Plugging International Master Technician 


Sales 

Equipment: 

Order Job Description Supervisor Date 


STOPPLE ® Plugging > 36" 

Folding Plugger > 24" 



Special Applications 

Troubleshooting 

Gas 

Liquid 

LPG 

Hi-Flow 

Other 



Equipment Orientation: Qualify performance of maintenance and repair and diagnostics. 

Equipment Approval* Date Equipment Approval* Date 

Folding Plugger 


High-Temperature job (all) 

904 







904 

Folding Plugger 




37




Hot Tapping and Plugging Master Technician 



High-Temperature job > 400° F 

High-Temperature job > 400° F 

Large Diameter Folding Plugging >30" 




Freeze Plug 

Special Applications 


High-Temperature job < 4" ; >14" 

Gas 

Liquid 

LPG 

Hi-Flow 

Other 



Equipment Orientation: Qualify performance of maintenance and repair and diagnostics. 

Equipment: Approval* Date Equipment: Approval* Date 


904 

Freeze Plug 







Tapping > 1480 PSI 

Freeze Plug 


Approval* = Approved by Technical Services personnel 



38

APPENDIX 10 

Field Audit Questionnaire for TDW Services 


Technicians Performing Work on Job Site 

PURPOSE 

To verify that at certain intervals the technicians, while working in the field covered 

tasks, follow the instructions as provided by TDW manuals and procedures. Variations 

will be listed and need to be discussed with the immediate supervisor and the technician 

who performed the job. 

1. Has technician received proper instructions from his immediate 

supervisor 

2. Does technician have a clear understanding of what the job 

entails 

3. Has technician discussed the project with the customer, and is 

there a clear understanding of what is expected from TDW and from 

the customer 

4. Has technician reviewed HSE issues by completing TDW’s Pre- 

Job Site Assessment form and received clearance from the 

customer’s Safety Representative 

5a. Has fitting installation received inspection, including pressure 

test 

5b. Is there written evidence of a pressure test If not, technician 

has to initiate this test. 

6a. Has technician checked for proper installation (gaskets, correct 

centering) of equipment, including SANDWICH ® Valve and cutter 

6b. In the case of LOCK-O-RING ® Flanges, has technician checked 

free movement of LOCK-O-RING ® Segments, counted turns of 

segment screws, took dimensions of face of flanges, and properly 

listed on measuring card 

7. Is TDW equipment in proper condition (This reflects the care at 

the Service Center and transport.) 

Yes 

No 

39

Appendix 10 (Continued) 

Field Audit Questionnaire/TDW Services Technicians 

(Hot Tapping & Plugging) 

8a. Are manuals available with technician 

8b. Does technician use them 

9. Check that measurement cards are being used and dimensions 

properly taken and filled out on the card. 

10. Check for proper alignment of tapping machine. 

11. Correct cutter speed in relation to cutter size. 

12. Proper purging of adapter. 

13a. Is tapping machine working correctly 

13b. Is maintenance required 

14. Does technician keep contact with customer during work and 

advise him of progress Also, observe in what manner he does keep 

this contact. 

15. After completion of hot tap, is proper care taken while venting 

tapping adapter 

16. Was the proper sequence of steps followed in reentry / 

LOCK-O-RING ® Plug recovery 

17. When a STOPPLE ® plugging operation is required, check for 

installation of STOPPLE ® equipment. 

18. Is sealing element correct I.D., based on information from 

customer and coupon 

19. Is oil leaking out of observation hole on hydraulic cylinder 

20. Are bypasses (if installed) opened before STOPPLE ® Plugging 

Heads are set in line and air properly vented 

21. Is the setting of the plugging heads performed as described in 

the manual Pub. No. S2A (i.e., use of bar clamp and possible 

movement of bar while venting isolation section) 

22a. Is isolated section properly vented to atmosphere 

22b. Has it been discussed with customer so that no hazardous 

gases are vented in the atmosphere without customer approval 

Yes 

No 

40


Audit Questionnaire/TDW Services Technicians 


23a.Before pipe is cut, has there been a check for leakage past the 

sealing elements; and, if so, what has been done to correct it 

List Corrective Actions: 

23b. Has the cold cutting operation been discussed with the 

customer before the cut begins 

24. Does the customer check for explosion-proof condition before 

welders make tie-in (This is a customer responsibility, but a 

comment from the technician in case this is not done would prove to 

be very helpful). 

25. After customer has performed tie-in work, does technician use 

proper method of line fill and pressure equalization 

26. Check for correct sequence of STOPPLE ® Plugging Head 

removal. 

27. Closing of SANDWICH ® Valves. 

28. Proper de-pressurizing of bypass (if any). 

29. De-pressurizing of STOPPLE ® Plugging Head Housing. 

30. Proper preparation of LOCK-O-RING ® Plug installation in tapping 

machine adapter. 

31. Checking and listing the correct dimension on card in regard to 

LOCK-O-RING ® Plug setting. 

32. Check to see that Technician has LOCK-O-RING ® Plug 

completely retracted into the tapping adapter. 

33. Is there an external bypass 

34. Does technician use procedures as listed in technician manual 

35. Check to see if SHORTPLUG or LOCK-O-RING ® Plug is in 

secure position (down and final up). 

Yes 

No 

41


Field Audit Questionnaire/TDW Services Technicians 


36. Pressure venting of adapter after bypass is closed off. 

37. Dismantling of equipment and review with customer. (Comments, 

etc., received by customer should be listed, positive and negative.) 

Yes 

No 

Auditor: ____________________________ ____________ 

Signature 

Date 

Supervisor: _________________________ 

Signature 

____________ 

Date 

42

APPENDIX 11 

Directed/Observed Form (Hot Tapping & Plugging) 

TDW SERVICES Technician Skills Report 

Part of OJT 

To: From: Date: 

Technician: ___________________________ SO#:____________________________ 

Customer: _________________________ Location:_________________________ 

Job Description: _______________________ 

Review Project with Customer: 

______________________________________________________________________ 

Moving Equipment: 

______________________________________________________________________ 

Mounting Equipment: 

______________________________________________________________________ 

Making Taps: 

_________________________________________________________________ 

Assembling STOPPLE ® Plugging Head: 

______________________________________________________________________ 

Setting STOPPLE ® Plugging Head: 

______________________________________________________________________ 

Pulling STOPPLE ® Plugging Head: 

______________________________________________________________________ 

______________________________________________________________________ 

Setting Plug: 

_____________________________________________________________________ 

Removing Equipment: 

______________________________________________________________________ 

Measurement Card: 

______________________________________________________________________ 

Comments: 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

cc: 

Technician/Coordinator/Technical Services/Master File 

__________________________________________________ 

Observer Signature 

43

APPENDIX 12 

Field Performance Report – Hot Tapping & Plugging 

DATE: _____________________________ 

INITIATOR: _________________________ 

SALES ORDER# ____________________ 

A. Nature of Problem (to be completed by Initiator): 

# ____________________________________ 

CUSTOMER: __________________________ 

_____________________________________ 

JOB DESCRIPTION: ____________________ 

_____________________________________ 

B. Probable Root Cause: (to be completed by Service Center Manager or Designee): 

C. Corrective/Preventive Action Required: (to be completed by Service Center Manager or Designee) 

Yes No 

Implementation By_ ___________________ Effective Date__ ______________________ 

Corrective/Preventive Action: _________________________________________________ 

D. Corrective/Preventive Action Implemented: (to be completed by Director, Technical Solutions or Designee) 

_______ Suitable & Effective:________ 

Incident Report Codes: (to be completed by Director of 

Technical Solutions or Designee) 

Distribution: 

TDW Services – Manager, Central Services Hot Tap ________ Equipment Set Up 

TDW Pipeline Services Operation Manager STOPPLE ® ________ Jobsite 

TDW Services – Applicable Regional Manager Plug Setting ________ Conclusions 

TDW Services – Manager, Technical Services Coordination ________ Originator 

TDW Services – Applicable Service Center Manager ORIGIN: I (Internal) E (External) 

TDW Services – Global Training Manager 

TDW Quality Assurance Manager 

______________________________________________ 

TDW Operator Qualification Compliance Manager Signature 

TDW Pipeline Services Safety & Training Coordinator 

44

APPENDIX 13 

TDW Services – Hot Tapping & Plugging 

Technician Qualification Evaluation Form 

45

TDW TECHNICIAN PROMOTION EVALUATION FORM 

To Be Completed by the Service Center Manager 

This form is to be used for the advancement From Tech Trainee to Hot Tap Technician 

Name: Date: 

Total Evaluation: 0 

Current Job Title 

Requested Job Title 

Comments: 

Specific Reasons This Person is Ready for Promotion 

Action Plan: 

1 

Specific Actions to be taken for future promotion or to address 

performance deficiencies. 

2 

3 

APPROVAL BOARD: 

Regional Manager 

Service Center Manager 

Central Services Engineering/Manager 

Quality Assurance 

Operator Qualification Trainer / Evaluator 

Global Training Manager 

HTP-12 

Attachment 6.1 (B) 

TDWS-228 

(Rev. 11/10) 

46

NOTE: COMPLETE ALL AREAS HIGHLIGHTED IN YELLOW 

Technician Evaluation: 0 

Date: 

SKILLS PERFORMANCE 

WEIGHTED VALUE 

Job Performance 0 X 35% = 0.0 

Test Scores 0 X 25% = 0.0 

Customer Relations 0 X 25% = 0.0 

Attitude 0 X 10% = 0.0 

Communication 0 X 5% = 0.0 

JOB PERFORMANCE (35% OF Total Rating) 

A. 0 

Able to do standard jobs satisfactorily-may not be able to handle variables-Jobs selected by SC 

Manager (Score 0 through 10) 

B. 0 

Conscientiously operates HT&P Equipment, Trucks, and Hand Tools in such a way as to 

conserve TDW capital. (Score 0 through 10) 

C. 0 

D. 0 

E. 0 

Technician Errors Recorded on FPR's 

# of Tech Error FPR's Score Response 

0 10 Our Target Goal 

1 6 Monitor 

2 3 Some Concern 

3 0 Serious Concern 

Maintains knowledge and practices all TDW HSE requirements in the shop and completes Job 

Safety Analysis forms as needed. (Score 0 through 10) (Completed by Manager.) 

Maintains knowledge and practices all TDW HSE requirements in the field and completes Pre- 

Job Safety Assessment form for all jobs. (Score 0 through 10)(Completed by Trainer/Mentors in 

field) 

TEST SCORES (25% of Total Rating) 

A. 

Ambassador Training for Technicians New to TDW (Safety, Value System, OQ, ISO, Legal 

Issues, HR Issues, Finance, Reports & FPR's) - Yes or No 

B. 0 Test Score - 

Hot Tapping Test (Ave.of HT1 and HT2) 

47

CUSTOMER RELATIONS (25% of Total Rating) 

Please rank using the scale below each item 

Score 

A. 0 

Validated complaints within the past year from customers. 

# of Complaints Score Response 


1 6 Monitor 



B. 0 

Written and/or Verbal Commendations 

# of Commendations Score 

3+ 10 

2 6 

1 3 

0 0 

ATTITUDE (10% of Total Rating) 

A. 0 

B. 0 

C. 0 

D. 0 

Obeys Orders / Commands (Score 1 through10) 

Cooperation (Score 0 through 10) 

Self-starter - Looks for work to do in the Shop or Field, whether it is "Their Job" or not. 

(Score 0 through 10) 

Seeks ways to improve their and/or TDW performance (Score 0 through 10) 

COMMUNICATION and ADMINISTRATION (5% of Total Rating) 

A. 0 

Manages Expenses, Credit Card Account and Travel Arrangements. (Score 0 through 10) 

B. 0 

Administration Scoring (Accurate and Timely Completion of Reports - FPR's, Job Paperwork, 

Expense Reports, Training Forms) (Score 0 through 10) 

Career Plan (Optional)- Give as much detail as possible 

PASSING SCORES 

WRITTEN TEST SCORES: 

HOT TAP TECHNICIAN 

80% 

80% 

FOR ALL LEVELS 

TOTAL EVALUATION 

48



This form is to be used for the advancement From Hot Tap Technician To Level 1 

Name: Date: 

Total Evaluation: 0.00 



Comments: 



1 



2 

3 








HTP-12 



(Rev. 11/10) 

49


Technician Evaluation: Date: 






Attitude 0 X 10% = 0.0 



A. 0 

Able to do standard jobs satisfactorily-may not be able to handle variables-Jobs selected by SC 

Manager (Score 0 through 10) 

B. 0 



C. 0 

D. 0 

E. 0 




1 6 Monitor 







field) 


A. 0 Test Score - 

Plugging Test Score 



Score 

A. 0 




1 6 Monitor 



50

B. 0 



3+ 10 

2 6 

1 3 

0 0 

C. 0 

Observance shows good customer relationship while performing job and in handling job variables 

and difficult situations. (Score 0 through 10) (To be given to SCM by Trainer from Field Audit) 

Customer Relationship 

Score 

Excellent 10 

Good 8 

Average 5 

Needs Work 3 

Poor 0 


A. 0 

B. 0 

C. 0 

D. 0 







A. 0 

B. 0 

C. 0 


Reports are Suitable for Customer Use. (Score 0 through 10) 






LEVEL I TECHNICIAN 

80% 

85% 



51



This form is to be used for the advancement From Tech Level 1 to Tech Level 2 

Name: Date: 




Comments: 



1 



2 

3 








HTP-12 



(Rev. 11/10) 

52








Attitude 0 X 10% = 0.0 



A. 0 

Completes standard jobs satisfactorily and is able to follow instructions or adapt for the variations 

from standard. Able to analyze variations on job site to be able to phone for recommendations 

and/or assistance. (Score 0 through 10) 

B. 0 



C. 0 

D. 0 

E. 0 




1 6 Monitor 







field) 



Applicable Test Score(s) 



Score 

A. 0 




1 6 Monitor 



53

B. 0 



3+ 10 

2 6 

1 3 

0 0 

C. 0 




Score 

Excellent 10 

Good 8 

Average 5 

Needs Work 3 

Poor 0 


A. 0 

B. 0 

C. 0 

D. 0 







A. 0 

B. 0 

C. 0 

D. 0 



Has acceptable reporting capabilities for project status and limited technical issues. 







80% 


LEVEL II TECHNICIAN 

85% TOTAL EVALUATION 

54



This form is to be used for the advancement From Tech Level 2 to International Master Technician 

Name: Date: 




Comments: 



1 



2 

3 








HTP-12 



(Rev. 11/10) 

55








Attitude 0 X 10% = 0.0 



A. 0 

Does all jobs satisfactorily and is capable of making suggestions and/or recommendations about 

equipment and procedures for the unusual job - can review and recommend to resolve incidents. 


B. 0 



C. 0 

D. 0 

E. 0 




1 6 Monitor 







field) 



International Master Review Board and 

Test (Average of all test scores) 



Score 

A. 0 




1 6 Monitor 



B. 0 



3+ 10 

2 6 

1 3 

0 0 

56

C. 0 




Score 

Excellent 10 

Good 8 

Average 5 

Needs Work 3 

Poor 0 


A. 0 

B. 0 

C. 0 

D. 0 







A. 0 

B. 0 

C. 0 

D. 0 










80% 


INT'L MASTER TECHNICIAN* 

90% 


* - Not used in the US 

57



This form is to be used for the advancement From Tech Level 2 to Master Technician 

Name: Date: 




Comments: 



1 



2 

3 








HTP-12 



(Rev. 11/10) 

58


Technician Evaluation: 0 

Date: 






Attitude 0 X 10% = 0.0 



A. 0 

Does all jobs satisfactorily and is capable of making suggestions and/or recommendations about 

equipment and procedures for the unusual job - can review and recommend to resolve incidents. 


B. 0 



C. 0 

D. 0 

E 0 




1 6 Monitor 







field) 



Master Review Board and Test (Average 

of all test scores) 



Score 

A. 0 




1 6 Monitor 



B. 0 



3+ 10 

2 6 

1 3 

0 0 

59

C. 0 




Score 

Excellent 10 

Good 8 

Average 5 

Needs Work 3 

Poor 0 


A. 0 

B. 0 

C. 0 

D. 0 







A. 0 

B. 0 

C. 0 

D. 0 










80% 


MASTER TECHNICIAN 

90% 


60

Composite Wrap Installation 

61


62

APPENDIX 14 


Composite Wrap Repair 

RES-Q ® Composite Wrap Training Completion Date Location 

Level I 

Level II 

Train-the-Trainer 

Skills Size Date 

Installations 

Straight Pipe 

Elbow 

Tee 

Other 

High Temperature (Note install temp: ) 

Through-Wall 

Identification Banding 



63

APPENDIX 15 

Field Audit Questionnaire/TDW Services Composite Wrap 

PURPOSE 

To verify that at certain intervals our technicians, while performing a covered task in the 

field, follow the instructions as provided by TDW manuals and procedures. Variations 

will be listed and need to be discussed with the immediate supervisor and the individual 

that performed the job. 

1. Did technician receive proper instructions from his / her 

immediate supervisor 

2. Did technician have a clear understanding of what the job 

entails 

3. Did technician discuss the project with the customer, and was 

there a clear understanding of what was expected from TDW and 

from the customer 

4. Did technician review HSE issues by completing TDW’s Pre- 

Job Site Assessment form and receive clearance from the 

customer’s Safety Representative 

5. Was a Solution Assessment with an assigned Case Number 

(CN) completed, and information verified with the customer prior 

to installation 

6. Engineering Design Calculations CN matched with Solution 

Assessment for the Wrap Installation 

7. Did technician identify materials required to complete the wrap 

installation to the Packing List included with wrap materials 

8. Did technician inspect the repair area and determine the 

requirements consistent with the installation instructions and 

Solution Assessment 

9. Were epoxy sets stored at a temperature between 60° F and 

80° F for a minimum of 12 hours prior to use 

Yes 

No 

64



10. Did technician check the “use before” date of the kits to 

ensure they are current for use 

11. Did technician wear protective gloves and safety glasses 

during preparation and during installation of the wrap 

12. Did technician properly match epoxy sets prior to mixing for 

use 

13a. Did technician measure and record the surface roughness of 

the pipe 

13b. Was the surface roughness between 1 and 4 mils 

14. Was the repair area marked with tape two inches beyond 

wrap width 

15. Was a dry wrap completed prior to application on tees, 

elbows, irregular surfaces or components 

16. Was the epoxy filler mixed to consistent color and applied to 

pipe component to fill or prepare defect level with circumference 

of pipe surface 

17. If used, was the matched primer set mixed to consistent color 

before application 

18. If used, was the primer applied to pipe approximately 20 mils 

thickness extending to inside edge of tape 

19. If used, did technician inspect both sides of barrier fabric to 

ensure total saturation in the wet-out process 

20. Did technician inspect both sides of carbon fabric to ensure 

total saturation in the wet-out process 

21. Did technician start wrap edge 90 degrees to the pipe surface 

to be wrapped 

22. Did technician smooth out wrap to ensure tightness of layers 

Yes 

No 

65



23. Did technician remove marking tape from pipe 

24a. Was the peel ply material applied to the wet composite 

24b. Was the customer informed on when and how to remove the 

peel ply 

25. Did technician dispose of all used containers and materials 

26. Was the customer advised of cure time, estimated time to 

return to full service 

Yes 

No 

Auditor: ____________________________ ____________ 

Signature 

Date 

Supervisor: _________________________ 

Signature 

____________ 

Date 

66

APPENDIX 16 

Directed/Observed Form – Composite Wrap 

TDW SERVICES Installer Skills Report 

Part of OJT 


Installer : _________________________ SO#: ____________________ 

Customer: _________________________ Location: __________________ 

Job Description: 

_____________________________________________________________________ 

Review Solution Assessment, Design Calculations, and installation plan for project with 

Customer: 

______________________________________________________________________ 

Composite Wrap Materials: 

______________________________________________________________________ 

Preparation of Composite Wrap: 

______________________________________________________________________ 

Preparation of the Pipeline: 

______________________________________________________________________ 

Documentation for project completed, distribution to Customer and Service Center: 

________________ 

Clean up and disposal of materials: 

______________________________________________________________________ 

______________________________________________________________________ 

Comments: 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

___________________________________ 

cc: Coordinator/Technical Services/Master File 

_________________________ 


67

APPENDIX 17 

Field Performance Report – Composite Wrap 

# ____________________________________ 

DATE: _____________________________ 

INITIATOR: _________________________ 

SALES ORDER# ____________________ 

A. Nature of Problem (to be completed by Initiator) 

(Case Number CN# - Attach copy of Solution Assessment, Design Calculations) 

CUSTOMER: __________________________ 

_____________________________________ 


_____________________________________ 

COMPOSITE INSTALLER: _______________ 



Yes No 







Distribution: 

Surface Prep ________ Equipment Set Up 

TDW SERVICES Manager Central Services Installation ________ Jobsite 

TDW SERVICES Applicable Regional Manager Finish, Clean up ______ Conclusions 

TDW SERVICES Manager of Technical Services Coordination ________ Originator 

TDW SERVICES Applicable Service Center Manager ORIGIN: I (Internal) E (External) 

TDW SERVICES Quality Assurance Manager 

TDW SERVICES Operator Qualification Trainer ______________________________________________ 

TDW SERVICES Pipeline Rehabilitation Manager 

Signature 

68

Launch or Receive Pipeline Pigs 

and Inline Inspection Tools 

69


70

APPENDIX 18 

TDW Pipeline Services 




Employee Name: 

Approved by: 

Mgr., KALIPER ® Date General Manager Date 

FIELD TRAINING: 

Electronic KALIPER ® Surveyor 

KALIPER ® 360 

Leak Detection Service 

Pig Tracking 

Pipeline Cleaning Services 

EQUIPMENT PREPARATION: 

Maintenance and Repair 

Finger Assembly and Modification 

Complete Build-Up and Test 

EQUIPMENT AND/OR APPLICATIONS: 

Launch and Receive 

Start-up/Download 

Mechanical Chart Analysis 

EKP Chart Analysis 

KALIPER ® 360 Chart Analysis 

Pipeline Pigs include cleaning, batching, 

spheres. 

See Performance Verification Form on 

Page 70. 

71


Pig Launching and Receiving 

Performance Verification Form 

This is a checklist that each technician should follow prior to conducting the actual event 

of launching or receiving a pipeline pig. 

STEP 

1) Verify the location and position of all valves that 

are connected to the pig trap that will be used 

during the launching/receiving process. 

2) Notify operations that a pig launching/receiving 

event is beginning to take place and receive 

verification to proceed. 

3) Verify pipeline pressure and pressure contained in 

launcher/receiver. 

4) Verify appropriate type fire extinguisher is readily 

accessible in case of accident. 

5) Verify personnel are wearing appropriate safety 

equipment. 

6) Verify pig to be used is of right type and in working 

condition. 

7) Verify safety meeting is conducted with all those 

involved in process. 

8) Verify with operations that flow rates and pressures 

are sufficient to launch and move pig through 

pipeline. 

9) Verify pig indicators are in working condition and in 

reset mode. 

10) If appropriate, verify pig tracking equipment is in 

working condition. 

11) Conduct launch or receive procedure according to 

the design sequence of the launcher or receiver 

facility. 

Completed 

Operator: 

_____________________________________________________________________ 

Observer: ____________________________________ 

Date: __________________ 

72

APPENDIX 19 

Field Audit Questionnaire 



Date: Taken By: Region: WHR EAM FEAP LAM 

Company Name: ________________________ Telephone No.: __________________ 

Contact Name: _________________________ Fax No.: ______________________ 

Description of Job: 

Address: 

_______________________________________ 

_______________________________________ 

_______________________________________ 

_______________________________________ 

Nature of Feedback: 

______________ Technician Timeliness 

____________________ Price 

______________ Technician Conduct 

____________________ Timeliness of Final Report 

______________ Freight Related 

____________________ Clarity of Final Report 

______________ Instrument Performance 

____________________ Survey Results 

Other _____________________________________________________________ 

______________________________________________________________________ 

Description of Feedback: 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

First Response/Corrective Action (if necessary): 

____________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

73

Management Review Response/Suspected Root Cause: 

_______________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

_____________________________________________________________________ 

Track for Trend: Y / N 

No Further Action Required (CLOSED) _____________________ 

Requires Root Cause Analysis and Further Corrective Action (OPEN) ______________ 

Establish a C.A.T. Yes _____________ No _____________ 

Root Cause Corrective Action: 

___________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

Feedback Closed: Date _______________________ Authorization: ______________ 

74

APPENDIX 20 

Directed/Observed Form 



TDW Services Installer Skills Report 

Part of OJT 


Technician: _________________________ SO#: _____________________ 

Customer: _________________________ Location: _______________________ 

Job Description: 

_____________________________________________________________________ 

Review with Customer: 

______________________________________________________________________ 

Launch or Receive Plan Complete: 

______________________________________________________________________ 

Preparation of Pig or Tool: 

____________________________________________________________ 

Preparation of the Launcher or Receiver: 

______________________________________________________________________ 

Documentation for project completed, distribution to Customer and Service Center: 

_____________ 

Clean up and disposal of materials: 

______________________________________________________________________ 

______________________________________________________________ 

Comments: 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

______________________________________________________________________ 

cc: Coordinator/Technical Services/Master File 

_________________________ 


75

DATE: _____________________________ 

INITIATOR: _________________________ 

SALES ORDER# ____________________ 

A. Nature of Problem (to be completed by Initiator): 

APPENDIX 21 

Field Performance Report 



# ____________________________________ 

CUSTOMER: __________________________ 

_____________________________________ 


_____________________________________ 



Yes No 







Distribution: Pig/Tool Prep ________ Equipment Set Up 

Manager, KALIPER ® Operations Installation ________ Jobsite 

Manager Pipeline Cleaning Services Finish, Clean up ______ Conclusions 

TDW SERVICES Manager, Technical Services Coordination ________ Originator 

Pipeline Integrity Sales Manager ORIGIN: I (Internal) E (External) 


______________________________________________ 

Signature 

76

APPENDIX 22 

TDW Services – Pigging and Inline Inspection 


Name: ______________________________________________ Date: ____________ 


Inventory Level: 

Comments: 


1. 

2. 

3. 

APPROVAL BOARD 

________________________________ 

TDW Services - Applicable Service 

Operations Manager 

____________________________ 


________________________________ 

TDW Pipeline Services Operations Manager 

________________________ 

TDW Pipeline Services Safety and 

Training Coordinator 

________________________________ 

TDW In-Line Inspection Manager 

_______________________ 

TDW Operator Qualification Compliance 

Manager 

________________________________ 

TDW Pipeline Rehabilitation Manager 

77




Technician Evaluation 

Skills Performance 

Date: 

Weighted 

Value 

Field Performance X 40% = 

Test Scores X 20% = 

Customer Relations X 15% = 

Attitude X 15% = 

Communication X 10% = 

______ 

Total 

In rating factors for the skills performance, it is recognized that some perform better 

than others but the following assumes that unsatisfactory performance is not part of this 

process. The following scoring is based on the premise that 20% may be below average 

and 20% may be above average. The remaining 60% is divided into a high and low 

average, but acceptable performance. 

JOB PERFORMANCE (40% of Total Rating) 

A. Able to do standard jobs satisfactorily-may not be able to handle variables. (0 

through 20) 

B. Completes standard jobs satisfactorily and is able to follow instructions or adapt for 

the variations from standard. (21 through 40) 

C. Able to analyze variations on job site to be able to phone for recommendations 

and/or assistance. (41 through 60) 

D. Does all jobs satisfactorily and is capable of making suggestions and/or 

recommendations about equipment and procedures for the unusual job - can review 

and recommend to resolve incidents. (61 through 80) 

E. Maintains knowledge of and practices all TDW HSE requirements and completes Job 

Safety Analysis form for all jobs. (81 through 100) 


Certification Session Testing 

78





A. Has had two or more complaints from customers within the past year. (0 through 20) 

B. Has had no negative feedback from customers. (21 through 50) 

C. Observance shows good customer relationship in handling job variables. (51 through 

80) 

D. Good customer relationship allows Technician to handle all difficult situations with 

customer. (81 through 100) 


A. Performs as instructed-nothing extra. (0 through 20) 

B. Self-starter in jobs needing to be done when within his responsibility. (21 through 50) 

C. Self-starter in jobs needing to be done, whether or not it is his responsibility. (51 

through 80) 

D. Cooperative concerning whatever needs to be done - seeks ways to improve his 

and/or TDW performance. (81 through 100) 

COMMUNICATION (10% of Total Rating) 

A. Reports are difficult to read - grammar and syntax lacking. (0 through 20) 

B. Reports are complete and readable - suitable only for internal use. (21 through 50) 

C. Reports are complete and readable - suitable for customer use. (51 through 80) 

D. Has acceptable reporting capabilities for project status and limited technical issues. 

(81 through 100) 

79


80

Welding on Pipelines 

81


82

APPENDIX 23 

TDW Services – Maintenance Welding on Pipelines 


Name: ______________________________________________ Date: ____________ 


Inventory Level: 

Comments: 


1. 

2. 

3. 

APPROVAL BOARD 

________________________________ 

TDW Services - Manager, 

Central Services 

____________________________ 


TDW PointOne Manager 

TDW Operator Qualification Compliance 

Manager 

________________________________ 

TDW Services - Applicable Regional Manager 

________________________ 

TDW Services – Manager of Technical 

Services 

________________________________ 

TDW Services – Operator Qualification 

Trainer 

_______________________ 

TDW Services – Applicable 


83




Technician Evaluation 

Skills Performance 

Weighted 

Value 

Date: 

Field Performance X 40% = 

Test Scores X 20% = 

Customer Relations X 15% = 

Attitude X 15% = 

Communication X 10% = 

______ 

Total 

In rating factors for the skills performance, it is recognized that some perform better 

than others but the following assumes that unsatisfactory performance is not part of this 

process. The following scoring is based on the premise that 20% may be below average 

and 20% may be above average. The remaining 60% is divided into a high and low 

average, but acceptable performance. 

JOB PERFORMANCE (40% of Total Rating) 

A. Able to do standard jobs satisfactorily-may not be able to handle variables. (0 

through 20) 

B. Completes standard jobs satisfactorily and is able to follow instructions or adapt for 

the variations from standard. (21 through 40) 

C. Able to analyze variations on job site to be able to phone for recommendations 

and/or assistance. (41 through 60) 

D. Does all jobs satisfactorily and is capable of making suggestions and/or 

recommendations about equipment and procedures for the unusual job - can review 

and recommend to resolve incidents. (61 through 80) 

E. Maintains knowledge of and practices all TDW HSE requirements and completes Job 

Safety Analysis form for all jobs. (81 through 100) 


Certification Session Testing 

84





A. Has had two or more complaints from customers within the past year. (0 through 20) 

B. Has had no negative feedback from customers. (21 through 50) 

C. Observance shows good customer relationship in handling job variables. (51 through 

80) 

D. Good customer relationship allows Technician to handle all difficult situations with 

customer. (81 through 100) 


A. Performs as instructed-nothing extra. (0 through 20) 

B. Self-starter in jobs needing to be done when within his responsibility. (21 through 50) 

C. Self-starter in jobs needing to be done, whether or not it is his responsibility. (51 

through 80) 

D. Cooperative concerning whatever needs to be done - seeks ways to improve his 

and/or TDW performance. (81 through 100) 

COMMUNICATION (10% of Total Rating) 

A. Reports are difficult to read - grammar and syntax lacking. (0 through 20) 

B. Reports are complete and readable - suitable only for internal use. (21 through 50) 

C. Reports are complete and readable - suitable for customer use. (51 through 80) 

D. Has acceptable reporting capabilities for project status and limited technical issues. 

(81 through 100) 

85


86

Suspension of Qualification 

87


88

APPENDIX 24 


• Service Center Management to determine if a Field Performance Report is to be 

written. FPR Committee to determine if the Field Technician’s actions contributed to 

the FPR and if an investigation should be conducted into their Operator 

Qualifications. 

• The FPR Committee should notify the OQ Department of possible Suspension. The 

OQ Department will verify if the employee is qualified for the particular task and fill 

out the “Operation Qualification Status Change Form” where it pertains to the 

individual(s) involved. 

• Suspend employee’s qualification for the particular task pending investigation. 

Employee can no longer perform task until investigation is completed 

• Upon investigation if employee is found NOT to have contributed to the FPR, the OQ 

Department need only to check off the “Employee did NOT contribute to Field 

Performance Report” and “Reinstate Date” portion of the “Operation Qualification 

Status Change Form”. Retain form in Field Technician’s file and send to FPR 

Committee for attachment to the actual FPR. 

• If it is determined by the investigation that employee error contributed to the incident 

the employee must be formally disqualified and the provisions of the Operator 

Qualification Procedure will be administered. 

• The OQ Department will complete the, “Operation Qualification Status Change 

Form” using the “Employee DID contribute to FPR”. This should be filled in its 

entirety. Retain form in Field Technician’s file and send to FPR Committee for 

attachment to the actual FPR. 

• Evaluator(s) will re-qualify the Field Technician in accordance with the Operator 

Qualification procedure and forward completed Evaluation Forms to OQ Department 

for processing and notification of the Technician, Service Center Management, and 

the Customer involved. 

• If employee’s qualifications are revoked, due to termination, change jobs, change 

classification, extended illness or any other type of “Special circumstances” then the 

“Revocation” portion needs to be checked off and a detailed explanation needs to be 

filled out. Send Original to OQ Administrator. 

89


OPERATION QUALIFICATION STATUS CHANGE FORM 

Purpose of this form: To document a Suspension, Disqualification, Re-qualification, or Revocation of an 

individual’s qualifications as it relates to work performance of a Covered Task. 

Individual: 

____________________________________ 

Employee I.D #: ____________________________________ 

Location: 

____________________________________ 

Supervisor (print) ____________________________________ 

Regional Manager (print) _______________________________ 

Qualification number(s) 

______________ ______________ ______________ ________ 

______________ ______________ ______________ ________ 

______________ ______________ ______________ ________ 

______________ ______________ ______________ ________ 

_____ FPR Date (if applicable): _____________ 

_____ Suspension Pending Investigation: Date: _____________ 

_____ Qualification Suspended: Date: ____________ 

_____ Employee did NOT contribute to Work Performance Issue: Date: ______________ 

_____ Employee Reinstated: Date: ______________ 

_____ Employee DID contribute to Work Performance Issue: Date: _________________ 

_____ Employee Disqualified: Date: _________________ 

_____ Employee Re-qualified: Date: _________________ 

_____ Qualifications Revoked. Use explanation in detail below: Date: _____________ 

Method to Re-qualify employee: ____ training ____ simulation _____ on the job 

Date: ______________ 

Explanation: 

_____________________________________________________________________________________ 

_____________________________________________________________________________________ 

________________________________________________________________ 

Supervisor: _______________________________________ 

Regional Manager : ________________________________ 

Date: ______________________ 

Date: ______________________ 

Reported Above Information to OQ: ___________________________________ 

Send to: 

OQ Department 

Attn: Patty Gauldin – patty.gauldin@tdwilliamson.com 

Fax: 918-446-6327 

90

Exam Review 

91

APPENDIX 25 

EXAM REVIEW 

Purpose of this form: To document a review of missed question(s) to verify 100% understanding. 

Date:___________________ 

Class / Test Given:_________________________________________________________ 

Student Name:____________________________________________________________ 

(Please Print) 

Service Center:____________________________________________________________ 


Trainer Name:_____________________________________________________________ 


Test Score:______________ 

Questions Missed:__________________________________________________________ 

On this date I have reviewed the questions ____________________ missed with 

(Student’s Name) 

him / her and he / she now understands the material and the concepts involved. 

Student Signature:______________________________ 

Trainer Signature:_______________________________ 

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93

T.D. Williamson, Inc. is ISO 9001:2008 Certified. 

TDW Pub. No. 70-223-0201 

Revised 

September 2011 

Printed in USA © Copyright 2009 

All rights reserved. 

T.D. Williamson, Inc.

TDW Qualification Plan - T.D. Williamson, Inc.

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