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
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