77L30 A03 Prepare a Petroleum Sample Submission, Receipt, and Testing SOP

TRAINING SUPPORT PACKAGE (TSP)
TSP Number
77L30 A03
TSP Title
Prepare a Petroleum Sample Submission, Receipt, and Testing SOP
Individual
Task Number(s)
/ Title(s)
101-523-3400, DIRECT LABORATORY PROCEDURES
Effective Date
01 Oct 1999
Supersedes
TSP(s)
None
TSP Users
MOS 77L30 Petroleum Laboratory Specialist, BNCOC
Proponent
The proponent for this document is Quartermaster Center and School.
Comments /
Recommendations
Send comments and recommendations directly to:
Department of the Army
Training Directorate
ATCL-A
401 1st St. Suite 227
Fort Lee, VA 23801-1511
Or e-mail: [email protected]
Foreign
Disclosure
Restrictions
This product has been reviewed by the product developers in coordination with the
U.S. Army Combined Arms Support Command foreign disclosure authority. This
product is releasable to military students from foreign countries on a case-by-case
basis.
1
PREFACE
Purpose
This Training Support Package provides the instructor with a standardized lesson
plan for presenting instruction for:
Task Number: 101-523-3400
Title: DIRECT LABORATORY PROCEDURES
Conditions: Given an operational petroleum laboratory , and soldiers to perform tasks.
Manuals/materials needed: Completed DA Form 2077, MIL-HDBK 200, FM 10-67-2, FM 710-2-1,
DD Form 1348-6, DA Form 2765-1, product specification, FEDLOG and applicable ASTM Test
Method.
Standards: Direct laboratory operations to include evaluating laboratory testing procedures,
making recommendation for off-specification products, developing a supply program and a
laboratory SOP.
2
This TSP
Contains
TABLE OF CONTENTS
PAGE
Preface ............................................................................................................................................. 2
Lesson
Section I Administrative Data ..................................................................................... 4
Section II Introduction ................................................................. 7
Terminal Learning Objective - Develop an SOP which identifies procedures
for submision, receipt, and testing of petroleum products samples...................................... 7
Section III Presentation ................................................................................................ 9
Section IV Summary................................................................................................... 14
Section V Student Evaluation .................................................................................... 15
Appendix A Practical Exercise ........................................................ Error! Bookmark not defined.
3
77L30A03 version TATS / Prepare a Petroleum Sample Submission, Receipt, and Testing SOP
01 Oct 1999
SECTION I.
All Courses
Including This
Lesson
Task(s)
Taught(*) or
Supported
ADMINISTRATIVE DATA
Course Number
Academic
Hours
DIRECT LABORATORY PROCEDURES
Task Number
101-523-3402
Task Title
IMPLEMENT A PETROLEUM ENVIRONMENTAL
STEWARDSHIP PROGRAM
The academic hours required to teach this TSP are as follows:
ADT
Hours/Methods
Total Hours:
Clearance
Access
Task Title
Individual
Test
Test Review
Prerequisite
Lesson(s)
77L30, PETROLEUM LABORATORY SPECIALIST,
BNCOC
Task Number
101-523-3400 (*)
Reinforced
Task(s)
Course Title
491-77L30
Lesson Number
QM 5180
1.5 / Conference / Discussion
1.0 / Practical Exercise (Performance)
.0
.0
2.5
Lesson Title
Direct Laboratory Operations
Security Level: Unclassified
Requirements: There are no clearance or access requirements for the lesson.
4
References
Number
Title
Date
ASTM
STANDARDS
DA PAM 710-2-1
Annual Book of ASTM
Test Methods
Using Unit Supply
System (Manual
Procedures)
(Standalone Pub)
(This Item is on EM
0001)
PETROLEUM
SUPPLY UNITS
Petroleum Laboratory
Testing and
Operations
Military
Standardization
Handbook: Quality
Surveillance
Handbook for Fuels,
Lubricants, and
Related Products
Quality Surveillance
for Fuels, Lubricants,
and Related Products
01 Jan 1997
FM 10-426
FM 10-67-2
MIL-HDBK-200
MIL-STD-3004
Additional
Information
31 Dec 1997
12 Jun 1997
02 Apr 1997
01 Jan 1996
01 Nov 1999
Student Study
Assignments
The soldier must complete ACCP QM 5180 prior ro reporting for Active Duty
Training.
Instructor
Requirements
One primary and one alternate per class if conference.
Additional
Support
Personnel
Requirements
None
Equipment
Required
for Instruction
Name
Materials
Required
Quantity
None
Instructor Materials:
Training Support Package
Light Pro Projector
Projector Video Data
VGT (1-8)
Student Materials:
Notepad
Pen/Pencil
5
Expendable
Classroom,
Training Area,
and Range
Requirements
GENERAL INSTRUCTION BUILDING
Ammunition
Requirements
Name
Instructional
Guidance
NOTE: Before presenting this lesson, instructors must thoroughly prepare by studying this
lesson and identified reference material.
Student Qty
Misc Qty
None
Ensure facilities and materials are ready prior to class time.
Proponent
Lesson Plan
Approvals
Name
Harold A. Williams
Mark A. Rudd
Rank
GS-13
CSM
6
Position
Chief, QM-PWD, TD
Commandant, NCO Academy
Date
SECTION II.
INTRODUCTION
Method of Instruction: Conference / Discussion
Instructor to Student Ratio is: 1:12
Time of Instruction: 5 mins
Media: Small Group Instruction (SGI)
Motivator
As a petroleum laboratory supervisor, you are responsible for ensuring samples
received from customers are properly submitted and tested by your activity. The
development of an SOP can aid you in establishing and implementing sample
submission procedures, assigning tests for technicians, and organizing the
workload.
NOTE: Show VGT 01
Terminal
Learning
Objective
NOTE: Inform the students of the following Terminal Learning Objective
requirements.
At the completion of this lesson, you [the student] will:
Action:
Develop an SOP which identifies procedures for submision, receipt,
Conditions:
Standards:
Safety
Requirements
and testing of petroleum products samples.
Given an operational petroleum laboratory , and soldiers to perform
tasks. Manuals/materials needed: Completed DA Form 2077, MILHDBK 200, MIL-STD-3004, FM 10-67-2, DA PAM 710-2-1, DD
Form 1348-6, DA Form 2765-1, product specification, FEDLOG and
applicable ASTM Test Method.
IAW an appropriate SOP format such as FM 10-426 (AppendixB).
while addressing environmental concerns.
Follow all classroom safety procedures as stated below:
1. Aisles are to be kept clear for hasty exits.
2. Identify and point out primary and alternate fire exits.
3. Observe all routine safety procedures.
4. Observe all safety precautions.
5. Observe all applicable environmental considerations.
Risk
Assessment
Level
Environmental
Considerations
Evaluation
Low
None
Refer students to the Student Evaluation Plan.
7
Instructional
Lead-In
Test results can be affected by how a sample is handled prior to testing.
Developing an SOP for petroleum laboratory sample submission, receipt, and
testing will ensure that we are providing the best quality service possible.
8
SECTION III.
1.
PRESENTATION
Learning Step / Activity 1. Sampling receiving and in-processing procedures.
Method of Instruction:
Instructor to Student Ratio:
Time of Instruction:
Media:
Conference / Discussion
1:12
1 hr 15 mins
Small Group Instruction (SGI)
NOTE: Show VGT 02 and 03
a. Check sample tag (DA Form 1804) for required information. The
following information should be entered on the sample tag for each
sample taken and/or submitted.
1) Product
2) From (Requesting Activity)
3) Sample No. (Entered by lab)
4) Laboratory No.
5) Specification No.
6) Amt. Product Sample Represents
7) From (Where sample was taken from)
8) Source (What storage type sample was taken from: Truck no., Tank
No., Other)
9) Sampled By (Individual)
10) Stock Number
11) Date Sampled
12) Shipment Delivery Date
13) Fuel Origination
14) Sample Type
b. Acceptable Condition for Samples and Sample Containers.
1) Samples.
(a) Samples should be taken IAW the appropriate ASTM Test
Method and MIL-HDBK-200.
9
(b) Samples should be representative of the information on the
sample tag.
2) Sample Containers.
(a) Containers should be tightly closed, with no wax, paraffin,
rubber gaskets, pressure sensitive tape, or any other
contaminating substances.
(b) Kerosene, jet fuel, and gasoline should be stored in cans or
brown bottles to protect the product from the sunlight.
(c) Aviation fuel samples should be stored in brown or clear glass
bottles if they are to be submitted for water and sediment tests.
c. Assign a laboratory number and enter it into the top section of the
sample tag.
NOTE: Show VGT 04
d. The following information is to be logged in the sample logbook
adjacent to the laboratory number assigned: 1. sample number, 2.
submitting unit, 3. grade of product, 5. source of sample, 6. quantity
represented, 7. date sampled, and 10. date test completed, (Blocks 9
through 11 are completed as work is done.)
NOTE:
Conduct a check on learning and summarize the learning activity.
2.
Learning Step / Activity 2. Determine test sequence and type of test to be performed.
Method of Instruction:
Instructor to Student Ratio:
Time of Instruction:
Media:
Conference / Discussion
1:12
0 hrs
Small Group Instruction (SGI)
a. The sequence of samples to be tested will be first come, first serve
in the following priority:
1)
2)
3)
4)
5)
Samples for emergency vehicles and aircraft.
Samples for crashed aircraft.
Re-samples for off-specification products.
Special samples.
Routine samples.
b. Type test to be performed will be determined from MIL-HDBK-200
and product specifications.
10
NOTE:
Conduct a check on learning and summarize the learning activity.
3.
Learning Step / Activity 3. Determine laboratory test capabilities.
Method of Instruction:
Instructor to Student Ratio:
Time of Instruction:
Media:
Conference / Discussion
1:12
0 hrs
Small Group Instruction (SGI)
NOTE: Show VGT 05
The senior laboratory technician will supervise all testing and will
assign all tests to technicians. This will allow performance of many
different tests concurrently, eliminating unnecessary man-hours.
a. The number of hours required for one technician to perform various
types of tests is as follows:
MAN-HOURS PER TEST TYPE
Type of Product
Type of Test
B1
6
B2
6
B3
6
C
3/4
AVGAS
12 1/2 (1)
24 (1)
24 (1)
1/4
MOGAS
3 (1)
24 (1)
9(1)
1/4
Diesel Fuel/Kerosene
46
6
1
Burner Fuel
3
6
1
1
Lube/grease
2
8
NA1
2
Jet
1) Hours will vary depending on capability of performing lean and
rich mixture rating.
2) Example of a projected workload computation:
NOTE: Show VGT 06
Projected Workload
No.
10
10
2
20
40
100
10
40
Type
B1
C
B2
B1
B1
C
B1
B1
Product
JP4
JP4
AVGAS
MOGAS
MOGAS
MOGAS
KERO
DF
11
x
x
x
x
x
x
x
x
Units
6.00
.75
24.00
3.00
24.00
.25
4.00
4.00
=
=
=
=
=
=
=
=
Total M/H
60.0
7.5
48.0
60.0
960.0
25.0
40.0
160.0
100
25
10
25
10
C
B2
B1
B2
C
DF
BF
LUBES
LUBES
LUBES
x
x
x
x
x
1.00
6.00
2.00
8.00
2.00
=
=
=
=
=
TOTAL
b) Man-hours available.
1) Workdays. Twenty-two workdays in a month. Eight hours per
day.
2) Assigned Personnel. One E-7 (supervisor), four E-5's, and five
E-4's.
3)
Hours Available. 4 x 22 x 8 = 704
5 x 22 x 8 = 880
1,584
c) As can be seen in the example, the lab falls short 266.5 hours
(1,850.5 - 1,584 hours). The figure will actually be greater when
extra duties, passes, leaves and training time are considered. This
can be determined on a past history basis. The solution to the
shortage of man-hours can be made by 1. overtime, 2. increased
manpower, and/or 3. having supervisor become a worker in busy
times. Local policy will dictate the solution.
d) Assign test to technician. Assignment of test lab technicians can
be accomplished by:
(1) Informal test memorandum
(2) Worksheet. DA Form 2077 (Petroleum Products Laboratory
Analysis Report) is filled out according to data on the sample
tag.
NOTE:
Conduct a check on learning and summarize the learning activity.
4.
Learning Step / Activity 4. Out-processing test results.
Method of Instruction:
Instructor to Student Ratio:
Time of Instruction:
Media:
Conference / Discussion
1:12
0 hrs
Small Group Instruction (SGI)
NOTE: Show VGT 07
After all test memorandums and worksheets are returned to the senior
laboratory technician, the result of out-processing begins.
12
100.0
50.0
20.0
200.0
20.0
1850.5
a. W/S's are reviewed to identify analysis results and to record the
results and recommended disposition in the "Remarks" section of
the W/S by the laboratory NCOIC.
b. DA Form 2077 is typed from the W/S (one original and three
copies) and then reviewed by the laboratory NCOIC and signed by
the laboratory officer.
c. DA Form 2077 disposition:
1) Original for the laboratory official result file (filed in laboratory
number sequence).
2) One copy to the laboratory's higher command.
3) Two copies to the sample submitting unit.
d. The sample tag is removed from the testing file and stapled to the
W/S and test memorandums. They are filed in laboratory number
sequence in the completed working file.
NOTE:
Conduct a check on learning and summarize the learning activity.
5.
Learning Step / Activity 5. Soldier will complete a practical exercise.
Method of Instruction:
Instructor to Student Ratio:
Time of Instruction:
Media:
Practical Exercise (Performance)
1:6
1 hr
Small Group Instruction (SGI)
Refer to Practical Exercise Sheet PE 1, Appendix B
NOTE:
Conduct a check on learning and summarize the learning activity.
13
SECTION IV.
SUMMARY
Method of Instruction: Conference / Discussion
Instructor to Student Ratio is: 1:12
Time of Instruction: 5 mins
Media: Small Group Instruction (SGI)
Review /
Summarize
Lesson
NOTE: Show VGT 08
The following key points were discussed within the lesson unit:
a. Sample in-processing procedures
b. Determine test sequence and type of test to be performed
c. Determine laboratory test capabilities
d. Out-processing test results
Check on
Learning
Determine if the students have learned the material presented by soliciting student
questions and explanations. Ask the students questions and correct
misunderstandings.
1) What standard set of procedures is usually used by the petroleum laboratory for
sampling and gaging operations?
(D-4057)
2) What publication contains information needed to determine the minimum
frequency for sampling and testing?
(MIL-HDBK-200, Tables I and II)
3) What is used to record incoming sample information?
(Sample Logbook)
4) What documents are used to complete DA Form 2077?
(Worksheet, DA Form 1804)
14
SECTION V.
STUDENT EVALUATION
NOTE: Describe how the student must demonstrate accomplishment of the TLO
standard. Refer student to the Student Evaluation Plan.
Testing
Requirements
The student must score a passing score of 70% by correctly solving the scenariobased examination according to the provided solution for the End of Annex Exam.
The scenario-based examination will be administered following a block of
instruction and is located in the Instructor Test Package. Refer to the Course
Management Plan/Program of Instruction (CMP/POI) for guidance on
administering the test.
NOTE: Rapid, immediate feedback is essential to effective learning. Schedule
and provide feedback on the evaluation and any information to help answer
students' questions about the test. Provide remedial training as needed.
Feedback
Requirements
15
Appendix A Practical Exercises
PRACTICAL EXERCISE SHEET 491-77L30A03 TATS
Title
Prepare a Petroleum Sample Submission, Receipt, and Testing SOP
Lesson
Number/Title
77L30A03 version TATS / Prepare a Petroleum Sample Submission, Receipt, and
Testing SOP
Introduction
This practical exercise will provide you with the skills and knowledge required to
develop petroleum sample submission, receipt, and testing SOP.
Motivator
With the proper materials and references, SOP can be one of the most important
tools to ensure an efficient and safe laboratory operation.
Terminal
Learning
Objective
NOTE: The instructor should inform the students of the following Terminal
Learning Objective covered by this practical exercise.
At the completion of this lesson, you [the student] will:
Action:
Develop an SOP which identifies procedures for submision, receipt,
Conditions:
Standards:
Safety
Requirements
and testing of petroleum products samples.
Given an operational petroleum laboratory , and soldiers to perform
tasks. Manuals/materials needed: Completed DA Form 2077, MILHDBK 200, MIL-STD-3004, FM 10-67-2, DA PAM 710-2-1, DD
Form 1348-6, DA Form 2765-1, product specification, FEDLOG and
applicable ASTM Test Method.
IAW an appropriate SOP format such as FM 10-426 (AppendixB).
while addressing environmental concerns.
Follow all classroom safety procedures as stated below:
1. Aisles are to be kept clear for hasty exits.
2. Identify and point out primary and alternate fire exits.
3. Observe all routine safety procedures.
4. Observe all applicable environmental considerations.
Risk
Assessment
Level
Low
Environmental
Considerations
None
Evaluation
AR 200-1 delineates TRADOC responsibilities to integrate environmental requirements
across DTLOMS and ensure all training procedures, materials, and doctrine, include
sound environmental practices and considerations. The Army's environmental vision is
to be a national leader in environmental and natural resource stewardship for present
and future generations as an integral part of all Army missions. This Training Support
D-16
Package meets this standard.
Instructional
Lead-In
Now, let’s put together the information we’ve learned to develop a very important tool
that will help ensure quality control measures are integrated into everyday lab
procedures.
Resource
Requirements
Instructor Materials:
The student must score a ”GO“ on all items of the ”GO / NO GO“ checklist to receive a
”GO“ for the practical exercise.
Student Materials:
Pen/Pencil
Notepaper
Ruler
Special
Instructions
None
Procedures
Preparation of Standing Operating Procedures (SOP).
1. The requirement for this practical exercise is to write SOP (working in small
groups) on sample submission, receipt, and testing within one hour. You are
provided the following information:
a. Location - Seaman Petroleum Laboratory
Fort Lee, VA 23801
[You are the NCOIC of the laboratory.]
b. References: MIL-HDBK-200 and FM 10-67-2, FM 10-426 (Appendix B).
Insure that all students have the required references, and materials
concerning this practical exercise.
c. Required Content:
1) Purpose. Tell the reason you are establishing SOP for your
laboratory.
2) Scope. Specify procedures and requirements to be covered by
SOP.
3) Responsibility. State which duty position in the laboratory has
responsibility for supervising each subject area within the SOP.
4) Procedures. State which operating procedures are to be used.
5) Miscellaneous. Any additional pertinent information to be included.
a) Definition section.
b) Signs and symbols.
D-17
c) Any special instructions.
6) Sample In-processing Procedures
(a) DA Form 1804 Procedures
(b) Frequency of testing procedures
7) Test Sequence and type of test
8) Determining Laboratory Test Capabilities Guidelines
9) Out-processing Results Procedures
2. The group leader will collect all information, write the SOP, and submit
it to the instructor.
Feedback
Requirements
Schedule and provide feedback on the evaluation of any information to help answer
students’ questions about the test. Provide remedial training as needed. Correct any
student misunderstandings. Rapid, immediate feedback is essential to effective
learning.
D-18