EN ISO TS 17969-2017 en Petroleum petrochemical and natural gas industries - Guidelines on competency management for well operations personnel.pdf

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1、BSI Standards PublicationWB11885_BSI_StandardCovs_2013_AW.indd 1 15/05/2013 15:06Petroleum, petrochemical and natural gas industries Guidelines on competency management for well operations personnel (ISO/TS 17969:2017)PD CEN ISO/TS 17969:2017National forewordThis Published Document is the UK impleme

2、ntation of CEN ISO/TS 17969:2017. It is identical to ISO/TS 17969:2017. It supersedes PD CEN ISO/TS 17969:2015, which is withdrawn.The UK participation in its preparation was entrusted to Technical Committee PSE/17, Materials and equipment for petroleum, petrochemical and natural gas industries.A li

3、st of organizations represented on this committee can be obtained on request to its secretary.This publication does not purport to include all the necessary provisions of a contract. Users are responsible for its correct application. The British Standards Institution 2018 Published by BSI Standards

4、Limited 2018ISBN 978 0 580 92111 7ICS 03.100.30Compliance with a British Standard cannot confer immunity from legal obligations.This Published Document was published under the authority of the Standards Policy and Strategy Committee on 31 January 2018.Amendments/corrigenda issued since publicationDa

5、te Text affectedPUBLISHED DOCUMENTPD CEN ISO/TS 17969:2017TECHNICAL SPECIFICATIONSPCIFICATION TECHNIQUETECHNISCHE SPEZIFIKATIONCEN ISO/TS 17969December 2017ICS 03.100.30 Supersedes CEN ISO/TS 17969:2015EUROPEAN COMMITTEE FOR STANDARDIZATIONCOMIT EUROPEN DE NORMALISATIONEUROPISCHES KOMITEE FR NORMUNG

6、CEN-CENELEC Management Centre: Avenue Marnix 17, B-1000 Brussels 2017 CEN Ref. No. CEN ISO/TS 17969:2017: EAll rights of exploitation in any form and by any means reserved worldwide for CEN national MembersPetroleum, petrochemical and natural gas industries - Guidelines on competency management for

7、well operations personnel (ISO/TS 17969:2017)Industries du ptrole, de la ptrochimie et du gaz naturel - Lignes directrices sur la gestion des comptences du personnel dexploitation des puits (ISO/TS 17969:2017)Erdl-, petrochemische und Erdgasindustrie - Leitlinien bezglich der Kompetenz von Personal

8、(ISO/TS 17969:2017)This Technical Specification (CEN/TS) was approved by CEN on 4 November 2017 for provisional application.The period of validity of this CEN/TS is limited initially to three years. After two years the members of CEN will be requested to submit their comments, particularly on the qu

9、estion whether the CEN/TS can be converted into a European Standard.CEN members are required to announce the existence of this CEN/TS in the same way as for an EN and to make the CEN/TS available promptly at national level in an appropriate form. It is permissible to keep conflicting national standa

10、rds in force (in parallel to the CEN/TS) until the final decision about the possible conversion of the CEN/TS into an EN is reached.CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Mac

11、edonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and United Kingdom.English VersionCEN ISO/TS 17969:2017 (E)European forewordThis doc

12、ument (CEN ISO/TS 17969:2017) has been prepared by Technical Committee ISO/TC 67 “Materials, equipment and offshore structures for petroleum, petrochemical and natural gas industries“ in collaboration with Technical Committee CEN/TC 12 “Materials, equipment and offshore structures for petroleum, pet

13、rochemical and natural gas industries” the secretariat of which is held by CYS.Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. CEN shall not be held responsible for identifying any or all such patent rights.This document supersede

14、s CEN ISO/TS 17969:2015.According to the CEN-CENELEC Internal Regulations, the national standards organizations of the following countries are bound to announce this Technical Specification: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Repub

15、lic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United Kingdom.Endorsement noticeThe text of ISO/TS 17969:2017 has

16、 been approved by CEN as CEN ISO/TS 17969:2017 without any modification.2PD CEN ISO/TS 17969:2017ISO 17969:2017(E)Foreword iv1 Scope . 12 Normative references 13 Terms and definitions . 14 Competency management system 34.1 General . 34.2 Benefits of a CMS . 34.3 Comparison of a CMS with an appraisal

17、 system 34.4 Development of a CMS 44.4.1 CMS cycle 44.4.2 Phase 1 Establish requirements for the CMS . 54.4.3 Phase 2 Design the CMS 64.4.4 Phase 3 Implement the CMS . 74.4.5 Phase 4 Maintain and develop competence 84.4.6 Phase 5 Verify, audit and review the CMS 105 Application of CMS requirements t

18、o well operations personnel 115.1 General 115.2 Recommended risk-based approach for well operations .115.3 Competency model . 125.3.1 Well competency catalogue . 125.3.2 Proficiency levels 145.3.3 Competency profile.155.4 Team competence 155.5 Leadership skills . 155.6 Contract personnel . 165.7 Roa

19、dmap to ensure competency 166 Examples of competency profiles 18Annex A (informative) Example competency assessment information 19Annex B (informative) Example of competency profile for drilling supervisor .23Annex C (informative) Example of competency profile for senior drilling engineer 24Annex D

20、(informative) Example of competency profile for well examiner .25Annex E (informative) Example of competency profile for operations geologist .26Bibliography .27 ISO 2017 All rights reserved iiiContents PagePD CEN ISO/TS 17969:2017ISO 17969:2017(E)ForewordISO (the International Organization for Stan

21、dardization) is a worldwide federation of national standards bodies (ISO member bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right

22、 to be represented on that committee. International organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.The procedures u

23、sed to develop this document and those intended for its further maintenance are described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the different types of ISO documents should be noted. This document was drafted in accordance with the editorial rules

24、 of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of any patent rights identifi

25、ed during the development of the document will be in the Introduction and/or on the ISO list of patent declarations received (see www.iso.org/patents).Any trade name used in this document is information given for the convenience of users and does not constitute an endorsement.For an explanation on t

26、he voluntary nature of standards, the meaning of ISO specific terms and expressions related to conformity assessment, as well as information about ISOs adherence to the World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see the following URL: www.iso.org/iso/foreword.

27、html This document was prepared by ISO/TC 67, Materials, equipment and offshore structures for petroleum, petrochemical and natural gas industries.This second edition cancels and replaces the first edition (ISO/TS 17969:2015), which has been revised to incorporate the agreed changes that were mistak

28、enly not taken into account in the publication of the first edition.iv ISO 2017 All rights reservedPD CEN ISO/TS 17969:2017Petroleum, petrochemical and natural gas industries Guidelines on competency management for well operations personnel (ISO/TS 17969:2017)1 ScopeThe purpose of this document is t

29、o help members of the oil and gas industry develop, implement, maintain and improve their own competency management systems (CMS) for well operations personnel. This document supports competency management general principles which can be applied to any operation within the industry.The annexes to th

30、is document list example competence profiles for personnel responsible for well integrity. Annex A includes an example worksheet which can be used in performing a competency assessment, to help record the assessment results versus expectation, as well as the resulting action plan to address any gaps

31、 identified.This document is applicable to all operators, service companies and drilling contractors working on wells and well operations.2 Normative referencesThere are no normative references in this document.3 Terms and definitionsFor the purposes of this document, the following terms and definit

32、ions apply.ISO and IEC maintain terminological databases for use in standardization at the following addresses: ISO Online browsing platform: available at https:/www.iso.org/obp IEC Electropedia: available at http:/www.electropedia.org/ 3.1competenceability to undertake responsibilities and to perfo

33、rm activities to a recognised standard on a regular, repeatable basisNote 1 to entry: Competence is a combination of knowledge, practical and thinking skills, and a persons behaviour.Note 2 to entry: Standards may be company specific.EXAMPLE 1 McCoys Law: competency = knowledge skills behaviours.EXA

34、MPLE 2 Blooms taxonomy: competency = knowledge skills (technical + ability).3.2competence assessmentprocess of judging evidence of an individuals performance against agreed competence requirementsNote 1 to entry: The result of such an assessment, potentially in combination with other factors such as

35、 work experience, will determine whether that individual has demonstrated competence and to which proficiency level.TECHNICAL SPECIFICATION ISO 17969:2017(E) ISO 2017 All rights reserved 1PD CEN ISO/TS 17969:2017ISO 17969:2017(E)3.3competency cataloguehierarchical structured list of the competencies

36、 required to perform any task3.4competency profileskills and behaviour, each specified at a level of proficiency, required to perform the role or activity in line with the associated risk3.5contractornon-staff member3.6independent assessorapproved assessor that utilizes specified objective evidence

37、of competency to assess an individuals skillsNote 1 to entry: The independent assessor shall be an approved individual competent in assessing ones skills based on predetermined and specified objective evidence of competence. This includes, but is not limited to, assessment and debrief techniques as

38、well as competence in the skills being assessed.Note 2 to entry: The independent assessor may not be the line manager or the direct supervisor of the individual.Note 3 to entry: The independent assessor may or may not be from within the same company.Note 4 to entry: Independence needs to be demonstr

39、ated to ensure that a balanced and fair assessment of a persons competency in the subject is completed.Note 5 to entry: If no one at wellsite can fulfil the role of independent assessor, it is recognized that there may be challenges to have extra personnel at wellsite. Therefore, companies needs to

40、leverage modern technology, simulation, remote monitoring, etc. in order to perform independent assessments.3.7major accidentsignificant emission, fire or explosion resulting from uncontrolled events3.8proficiency levellevel of ability and behaviour attributes within a specific skill3.9rubricset of

41、assessment criteria used to describe and evaluate the important components of a taskNote 1 to entry: A rubric is an effective assessment tool, because it allows different assessors to arrive at similar conclusions when comparing performance to the guidelines shown on the rubric.3.10safety-critical c

42、ompetencytype of competence required of personnel in order to carry out an operation which, if carried out incorrectly or inadvertently, can lead to a major accident hazard3.11safety-critical tasktask performed on a safety-critical element which, if performed incorrectly due to lack of technical ski

43、lls or knowledge or due to behaviour attributes, can lead to a major accident hazard2 ISO 2017 All rights reservedPD CEN ISO/TS 17969:2017ISO 17969:2017(E)4 Competency management system4.1 GeneralThe purpose of a competency management system (CMS) is to control, in a logical and integrated manner, a

44、 cycle of activities within the organization that systematically and consistently promotes the development, assurance and maintenance of competent operations personnel, particularly in safety critical activities. The CMS will enable personnel to be assessed and further developed, contributing to the

45、 goal of competent performance at work. A CMS should be user-friendly, workable, auditable and practical.If an organization has no CMS, the recommended first step is to garner support from the very top of the organization. The system should then be constructed, involving resources from multiple leve

46、ls of the organization, to create a sense of ownership.This document contains a number of examples of competency profiles which can be useful for an organization if it has to create profiles for its own staff.4.2 Benefits of a CMSAn effective, appropriate CMS provides the following benefits: assists

47、 with compliance with regulatory requirements; provides a continuous performance improvement tool for the work force; provides a more comprehensive picture of the requirements for a job than a job description alone; provides an accurate development analysis, enabling targeted and effective developme

48、nt opportunities; provides a measure to calculate the success of training and development interventions; provides a framework for ongoing coaching and feedback; provides the measurement of proficiency in a specific competency; provides a measure of an individuals readiness for a role; helps in optim

49、izing training resources and efforts targeting critical skills/competence requirements; provides an audit trail of competency assurance.4.3 Comparison of a CMS with an appraisal systemPerformance appraisals generally fall short of the rigour of a competency framework, and therefore are typically not sufficient in isolation to provide a true measure of competence. However, in more recent times many organizations have tried to move to a more competency-based appraisal system in order to provide a more specific measure o