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ASME B31Q-2021
M00050532
New product
ASME B31Q-2021 Pipeline Personnel Qualification
standard by ASME International, 04/16/2021
Full Description
ASME has been defining piping safety since 1922. ASME B31Q establishes the requirements for developing and implementing an effective Pipeline Personnel Qualification Program. It specifies the requirements for identifying covered tasks that impact the safety or integrity of pipelines, for qualifying individuals to perform those tasks, and for managing the qualifications of pipeline personnel. ASME B31Q establishes the requirements for developing and implementing an effective Pipeline Personnel Qualification Program utilizing a combination of technically based data, accepted industry practices, and consensus-based decisions. This standard also offers guidance and examples of a variety of methods that may be used to meet selected requirements. ASME B31Q specifies the requirements for identifying covered tasks that impact the safety or integrity of pipelines, for qualifying individuals to perform those tasks, and for managing the qualifications of pipeline personnel.With the exceptions of tasks that are primarily intended to ensure personnel safety or design or engineering tasks this standard applies to tasks that impact the safety or integrity of pipelines.
Careful application of these B31 codes will help users to comply with applicable regulations within their jurisdictions, while achieving the operational, cost and safety benefits to be gained from the many industry best-practices detailed within these volumes.
Intended for liquid and gas pipeline industries, contractors, service providers, and federal and state regulators.
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Pipeline Personnel Qualification
ASME Code for Pressure Piping, B31
AN INTERNA TIONAL PIPING C ODE ®
ASME B31Q-2021
(Revision of ASME B31Q-2018)
ASME B31Q-2021
(Revision of ASME B31Q-2018)
Pipeline
Personnel Qualification
ASME Code for Pressure Piping, B31
AN INTERNATIONAL PIPING CODE®
Two Park Avenue • New York, NY • 10016 USA
Date of Issuance: April 16, 2021
The next edition of this Standard is scheduled for publication in 2023. This Standard will become effective 6 months after the Date of Issuance.
ASME issues written replies to inquiries concerning interpretations of technical aspects of this Standard. Interpretations are published on the Committee web page and under https://go.asme.org/Interpretations. Periodically certain actions of the ASME B31 Committee may be published as Cases. Cases are published on the ASME website under the B31 Committee Page at https://go.asme.org/B31committee as they are issued.
Errata to codes and standards may be posted on the ASME website under the Committee Pages of the associated codes and standards to provide corrections to incorrectly published items, or to correct typographical or grammatical errors in codes and standards. Such errata shall be used on the date posted.
The B31 Committee Page can be found at https://go.asme.org/B31committee. The associated B31 Committee Pages for each code and standard can be accessed from this main page. There is an option available to automatically receive an e-mail notification when errata are posted to a particular code or standard. This option can be found on the appropriate Committee Page after selecting “Errata” in the “Publication Information” section.
ASME is the registered trademark of The American Society of Mechanical Engineers.
This international code or standard was developed under procedures accredited as meeting the criteria for American National Standards and it is an American National Standard. The Standards Committee that approved the code or standard was balanced to assure that individuals from competentand concerned interestshave had an opportunity to participate. The proposed code or standard was made available for public review and comment that provides an opportunity for additional public input from industry, academia, regulatory agencies, and the public-at- large.
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ASME does not take any position with respect to the validity of any patent rights asserted in connection with any items mentioned in this document, and does not undertake to insure anyone utilizing a standard against liability for infringement of any applicable letters patent, nor assume any such liability. Users of a code or standard are expressly advised that determination of the validity of such patent rights, and the risk of infringement of such rights, is entirely their own responsibility.
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without the prior written permission of the publisher.
The American Society of Mechanical Engineers Two Park Avenue, New York, NY 10016-5990
Copyright © 2021 by
THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS
All rights reserved Printed in U.S.A.
CONTENTS
Foreword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Committee Roster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Correspondence With the B31 Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Summary of Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
3 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
4 Qualification Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
5 Determining Covered Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
6 Abnormal Operating Conditions (AOCs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
7 Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
8 Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
9 Qualifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
10 Portability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
11 Program Effectiveness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
12 Communicating the Qualification Program and Managing Program Changes . . . . . . . . . . 17
13 Documentation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
14 Bibliography . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Nonmandatory Appendices
A | Integrated Task List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 21 |
B | Covered Tasks and Status History by Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 88 |
C | Task List Development Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 93 |
D | Example of Evaluation Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 94 |
E | Abnormal Operating Conditions (AOCs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 95 |
F | Evaluation Method Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 96 |
G | DIF Analysis for Subsequent Qualification Intervals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 98 |
H | Implementation of ASME B31Q . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 104 |
I | Program Implementation and Effectiveness Appraisals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 122 |
Figures 5.4-1 | Fault Tree for External Corrosion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 6 |
G-5.1-1 | DIF Analysis Decision Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 102 |
H-3-1 | Creation of a Compatible Task List in Accordance With ASME B31Q . . . . . . . . . . . . . . . . . . . | 117 |
H-3-2 | Implementation of a Compatible Task List in Accordance With ASME B31Q . . . . . . . . . . . . . | 118 |
Tables B-1 | Covered Tasks and Status History by Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 88 |
C-1 | Task List Development Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 93 |
D-1 | Task 0001, Measure Structure-to-Electrolyte Potential . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 94 |
F-3-1 | Knowledge, Skills, and Abilities (KSAs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 97 |
F-4-1 | Appropriate Evaluation Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 97 |
G-3.2-1 | Sample Size Needed to Respond to DIF Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 99 |
G-3.2-2 | Example: Population Size and Corresponding Sample Size for Responding to DIF Survey for ABC Energy Co. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 99 |
G-4-1 | Summary of Difficulty Rating Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 101 |
G-4-2 | Summary of Importance Rating Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 101 |
H-2-1 | OQ Program Comparison to ASME B31Q Standard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 107 |
H-2-2 | Example of OQ Program Comparison to ASME B31Q Standard . . . . . . . . . . . . . . . . . . . . . . . | 116 |
H-3-1 | One-Year ASME B31Q-Compatible Task List Implementation Plan . . . . . . . . . . . . . . . . . . . . . | 119 |
FOREWORD
This Standard provides general and specific requirements for the qualification of pipeline personnel. The implementa- tion of this Standard is intended to minimize the impact on safety and integrity of the pipeline due to human error that may result from an individual’s lack of knowledge, skills, or abilities during the performance of certain activities.
This Standard does not impose a requirement to perform specific tasks that affect the safety or integrity of the pipeline. It does, however, set the requirements for qualification of individuals in the event these types of tasks are performed. This Standard establishes the requirements for identifying covered tasks that impact the safety or integrity of pipelines performed during operation, maintenance, or construction, properly qualifying individuals to perform those tasks, and for managing the qualifications of pipeline personnel. Design and engineering tasks are excluded because assurance of their quality is provided by the fact that appropriately educated or experienced individuals perform these tasks using guidelines and procedures for the conduct of their work. In addition, the quality of the work product is generally confirmed procedurally through review and ultimately by field inspection and testing of the design that are required by the applicable ASME Standard (B31.4 and B31.8 for hazardous liquid pipelines and gas transmission and distribution pipelines, respectively) and jurisdictional authority. Design and engineering tasks involving analysis and integration of
data associated with integrity management are excluded from this Standard.
It is recognized that this Standard is being issued at a time when numerous entities have previously developed and implemented qualification programs. Therefore, as part of implementation of this Standard, the implementer should determine what changes to provisions of its existing program (e.g., span of control, subsequent qualification intervals, and evaluation methods) are required to meet this Standard. An individual qualified to perform a covered task under the existing program could be considered to be qualified under the program described by this Standard. Individuals currently qualified under an existing program can maintain their qualifications by meeting the subsequent qualification require- ments established in this Standard. A documented performance evaluation, if not previously performed for a task that requires performance evaluation for initial qualification under this Standard, should be performed either during the implementation period or at the time of subsequent qualification. The following is a summary of the revisions incor- porated into previous editions and this edition of ASME B31Q:
The 2010 edition of the Standard was a revision of the first edition, published in 2006, and included the following improvements:
addition of four new tasks in the task list
editorial refinements
clarification on handling new technology, long-term degradation of physical abilities, qualification exemptions, and new construction
The 2014 edition of the Standard enhanced the qualification standards to provide more in-depth evaluation criteria for 145 of the 165 tasks in the task list.
The 2016 edition of the Standard included the following improvements:
refinement of the task list, including
(-a) enhancement of the qualification standards to provide more in-depth evaluation criteria for the balance of the task list
(-b) addition of seven new tasks to the task list
(-c) removal of nine tasks specific to diving that were covered sufficiently by nondestructive testing (NDT), welding, and other land-based tasks
(-d) removal of one task that had been combined with a similar task
addition of a Nonmandatory Appendix that provided guidance for implementing ASME B31Q and the nonman- datory task list
editorial clarification and refinements, including
(-a) construction documentation clarified in the definition of documentation in the nonmandatory task list
(-b) redesignation of sections and appendices to follow ASME guidelines
The 2018 edition of the Standard includes the following improvements:
editorial clarification and refinements, including
(-a) consistency in language used for task titles and reference to other tasks
(-b) addition of a definition of interval to Nonmandatory Appendix A
(-c) update of language for a few requalification intervals to match current regulatory requirements
(-d) update of example Evaluation Criteria in Nonmandatory Appendix D to match the enhanced task standards
refinement of the task list, including
(-a) addition of Task 1020, Perform Electrical Inspection of Pipe Coating (Holiday Detection or Jeeping)
(-b) removal of an unnecessary step in Task 0091, Troubleshoot Active Cathodic Protection System
(-c) clarification of the scope of tasks where portions of the work are covered by other tasks
(-d) clarification of what is covered by Task 0801, Perform Welding
replacement of Nonmandatory Appendix B with a new table of tasks sorted by category and providing the latest version status of each task
The 2021 edition of the Standard includes the following improvements:
enhancement of para. 8.1, Evaluation Process, including
(-a) additional guidance in para. 8.1.2 regarding evaluation procedures
(-b) addition of para. 8.1.3, Evaluation Security
revision of para. 9.3, Qualification Requirements for Emergency Response, including
(-a) addition of para. 9.3.1, Emergency Response Qualification
(-b) addition of para. 9.3.2, Mutual Aid
editorial clarification and refinements, including
(-a) addition of para. 1.3, Units of Measure
(-b) refinements of various tasks in Nonmandatory Appendix A to address units of measure
(-c) update of language in para. 11.1, Program Effectiveness to include guidance regarding periodicity of OQ program effectiveness reviews
(-d) revision of title for Task 1511
(-e) addition of definitions for mutual aid, emergency response provider, and first responder
Following approval by the ASME B31 Standards Committee, ASME B31Q-2021 was approved by the American National Standards Institute (ANSI) on March 9, 2021.
ASME B31 COMMITTEE
Standard for Pressure Piping
STANDARDS COMMITTEE OFFICERS
C. H. Eskridge, Chair
K. A. Vilminot, Vice Chair
J. Oh, Secretary
STANDARDS COMMITTEE PERSONNEL
D. Anderson, TransCanada Pipeline U.S.
R. J. T. Appleby, Consultant
K. C. Bodenhamer, TRC Pipeline Services
R. Bojarczuk, Retired
M. R. Braz, MRBraz and Associates, PLLC
M. Burkhart, The Burkhart Group, Inc
R. Campbell, Bechtel National, Inc.
J. S. Chin, TC Energy
D. D. Christian, Victaulic
R. P. Deubler, Becht Engineering Co., Inc.
D. Diehl, Retired
M. Engelkemier, Cargill
H. Eskridge, Worley ECR
J. Fetzner, BP Exploration (Alaska), Inc.
J. W. Frey, Joe W. Frey Engineering Services, LLC
D. R. Frikken, Becht Engineering Co.
R. A. Grichuk, S&B Engineers and Constructors, Ltd.
R. W. Haupt, Pressure Piping Engineering Associates, Inc.
G. A. Jolly, Samshin, Ltd.
K. Kaplan, Consultant
C. Kolovich, Quest Integrity
W. J. Mauro, Consultant
J. E. Meyer, CDM Smith — Industrial Division
T. Monday, Team Industries, Inc.
J. Oh, The American Society of Mechanical Engineers
D. W. Rahoi, CCM 2000
R. Reamey, Turner Industries Group, LLC
M. J. Rosenfeld, RSI Pipeline Solutions, LLC
J. T. Schmitz, Southwest Gas Corp.
S. K. Sinha, Lucius Pitkin, Inc.
W. J. Sperko, Sperko Engineering Services, Inc.
F. W. Tatar, FM Global
K. A. Vilminot, Commonwealth Associates, Inc.
P. D. Flenner, Contributing Member, Flenner Engineering Services
M. L. Nayyar, Contributing Member, NICE
B31 QUALIFICATION OF PIPELINE PERSONNEL TECHNICAL COMMITTEE
M. Burkhart, Chair, The Burkhart Group, Inc.
T. Cash, Vice Chair, Enstor Gas, LLC
A. Carrion, Secretary, The American Society of Mechanical Engineers
L. B. Ables, Enterprise Products
A. Borgmeyer, The Mosaic Co.
M. J. Bradley, TRC Companies
A. Chamblin, Kinder Morgan
J. S. Chin, TC Energy
V. Frederick III, Henkels and McCoy
S. Goodman, Consultant
M. A. Gruenberg, Southwest Gas Corp.
B. A. Heck, Miller Pipeline, LLC
G. W. Isbell, ENERGY Worldnet, Inc.
W. B. McGaughey, Jr., G2 Integrated Solutions
T. Meek, Veriforce
W. Miller, Warren Miller Enterprises, LLC
D. K. Moore, Trout Hydrodynamics, Inc.
L. P. Murray, Equix Energy Services
G. Ochs, U.S. Department of Transportation/PHMSA/Office of Pipeline Safety
V. C. Omameh, Public Utilities Commission of Ohio
K. Riddle, Magellan Midstream Partners, LP
T. A. Schumacher, Ameren Illinois
R. L. Stump, Midwest Energy Association
J. Trevino, Valero
J. R. Urtz, LIUNA Training and Education Fund
P. Williams III, OQSG, Smith System Pinion, LLC
M. Zanter, State of South Dakota Public Utilities Commission
B. C. Barker, Jr., Contributing Member, Southwest Gas Corp.
E. Fonseca, Contributing Member, Enterprise Products
J. Garland, Contributing Member, Industrial Training Services, Inc.
J. Langwell, Contributing Member, OQSG, Smith System Pinion, LLC
T. Messenger, Contributing Member, ASTAR, Inc.
E. Rodriguez, Contributing Member, Williams
E. Schlaupitz, Contributing Member, NCCER
T. Schmitz, Contributing Member, Southwest Gas Corp.
B31 EXECUTIVE COMMITTEE
A. Vilminot, Chair, Commonwealth Associates, Inc.
H. Eskridge, Vice Chair, Worley ECR
Anderson, TransCanada Pipeline U.S.
M. R. Braz, MRBraz and Associates, PLLC
M. Burkhart, The Burkhart Group, Inc.
R. Campbell, Bechtel National, Inc.
D. D. Christian, Victaulic
R. P. Deubler, Becht Engineering Co., Inc.
M. Engelkemier, Cargill
D. R. Frikken, Becht Engineering Co.
C. Kolovich, Quest Integrity
W. J. Mauro, Consultant
M. Rana, Consultant
S. K. Sinha, Lucius Pitkin, Inc.
B31 FABRICATION AND EXAMINATION TECHNICAL COMMITTEE
R. Campbell, Chair, Bechtel National, Inc.
U. D’Urso, Secretary, The American Society of Mechanical Engineers
D. Bingham, Los Alamos National Labs
B. Boseo, Burns and McDonnell
M. DeLong, IHI E&C International Corp.
Duran, Chevron
Findlan, Stone and Webster, Inc.
J. W. Frey, Joe W. Frey Engineering Services, LLC
D. R. Frikken, Becht Engineering Co.
Gingrich, AECOM
Monday, Team Industries, Inc
A. D. Nalbandian, Thielsch Engineering, Inc.
R. Reamey, Turner Industries Group, LLC
W. J. Sperko, Sperko Engineering Services, Inc.
Swezy, Jr., Boiler Code Tech, LLC
Wu, Stellar Energy Systems
P. D. Flenner, Contributing Member, Flenner Engineering Services
B31 MATERIALS TECHNICAL COMMITTEE
R. P. Deubler, Chair, Becht Engineering Co., Inc.
C. Henley, Vice Chair, Kiewit Engineering Group, Inc.
C. O’Brien, Secretary, The American Society of Mechanical Engineers
B. Bounds, Bechtel Corp.
W. P. Collins, WPC Sol, LLC
C. H. Eskridge, Worley ECR
A. Esmaeili, APA Group
R. A. Grichuk, S&B Engineers and Constructors, Ltd.
J. Gundlach, Michigan Seamless Tube and Pipe
A. A. Hassan, PGESCo
L. Henderson, Jr., Kiewit Engineering Group, Inc.
G. A. Jolly, Samshin, Ltd.
C. Melo, S&B Engineers and Constructors, Ltd.
K. Pham, Fluor Federal Petroleum Operation
D. W. Rahoi, CCM 2000
A. Schmidt, Canadoil
Tonkins, BP Americas
D. K. Verma, Bechtel Oil Gas and Chemicals
Z. Djilali, Contributing Member, Sonatrach
M. L. Nayyar, Contributing Member, NICE
B31 MECHANICAL DESIGN TECHNICAL COMMITTEE
M. Engelkemier, Chair, Cargill
D. Arnett, Vice Chair, Exxonmobil Research and Engineering
R. Rahaman, Secretary, The American Society of Mechanical Engineers
G. A. Antaki, Becht Engineering Co., Inc.
R. Bethea, HII — Newport News Shipbuilding
D. J. Fetzner, BP Exploration (Alaska), Inc.
D. Fraser, NASA Ames Research Center
J. A. Graziano, Consultant
J. D. Hart, SSD, Inc.
R. W. Haupt, Pressure Piping Engineering Associates, Inc.
B. P. Holbrook, Babcock Power, Inc.
R. A. Leishear, Leishear Engineering, LLC
G. D. Mayers, Serco, Inc.
T. Q. McCawley, TQM Engineering PC
J. E. Meyer, CDM Smith — Industrial Division
P. Moore, Burns and McDonnell
A. W. Paulin, Paulin Resource Group
M. J. Rosenfeld, RSI Pipeline Solutions, LLC
M. J. Stewart, Amentum
H. Kosasayama, Contributing Member, JGC Corp.
J. C. Minichiello, Contributing Member, Bechtel Corp.
CORRESPONDENCE WITH THE B31 COMMITTEE
General. ASME Standards are developed and maintained with the intent to represent the consensus of concerned interests. As such, users of this Standard may interact with the Committee by requesting interpretations, proposing revisions or a case, and attending Co