Management Procedure for the

Management of New Works, Modifications

and Repairs

GD/PM/G/17
Issue Date: January 2020

This document is a reference document within the Company’s Safety Case, all changes to this document
shall be notified to the Head of SHES before any changes are initiated.

GD/PM/G/17
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Version Control
Implementation date
January 2020

Review date
January 2025

Document owner
Raj Chatha

Management approval
Head of Engineering

Disclaimer
This safety and engineering document is provided for use by Cadent Gas Limited and such of its contractors as are
obliged by the terms and conditions of their contracts to comply with this document. Where this document is used by any
other party it is the responsibility of that party to ensure that this document is correctly applied.

Mandatory & Non-Mandatory requirements:

In this document:
Shall: Indicates a mandatory requirement.
Should: Indicates best practice and is the preferred option. If an alternative method is used then a suitable and
sufficient risk assessment must be completed to show that the alternative method delivers the same,
or better, level of protection
The Company: Any reference in this document to ‘the Company’ shall be taken to mean Cadent Gas Limited.

Document History

Description Date Reference

First published as T/PM/G/17 January 1999 T/PM/G/17

Revised and Re-issued April 2001

Editorial update to reflect demerger November 2000 June 2001

Revised to incorporate minor amendments January 2002

Revised to incorporate T/PR/EL/14 May 2003

Revised to incorporate T/GN/98/01 & align to Gas August 2004

Requirements Manual
Editorial update for National Grid re- branding October 2005

References to National Grid Metering removed December 2016

Editorial update for Cadent re- branding August 2018 GD/PM/G/17

Document editorial update. Content revised with January 2020 GD/PM/G/17

minor amendments including for new G17 digital
system

Comments and queries regarding the technical content of this document should be directed to:
Cadent
Ashbrook Court, Prologis Park, Central Boulevard, Coventry, CV7 8PE

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Contents
Version Control ............................................................................................................................... 2
Document History ........................................................................................................................... 2
Document Summary ....................................................................................................................... 4
Purpose ....................................................................................................................................... 4
Responsibilities ........................................................................................................................... 4
INTRODUCTION ............................................................................................................................ 5
1. SCOPE ........................................................................................................ 6
2. REFERENCES ............................................................................................. 8
3. DEFINTIONS ............................................................................................... 8
4. ROLES & RESPONSIBILITIES .................................................................... 8
5. ASSESSMENT OF DESIGN ORGANISATIONS ........................................ 12
6. ASSESSMENT OF APPROVERS & APPRAISERS ................................... 12
7. PROCESS STAGE OVERVIEW ................................................................. 14
8. PROCESS STAGE DETAILED DESCRIPTION ......................................... 22
9. AUDITING .................................................................................................. 30
10. G17 MoC System ....................................................................................... 31
11. Project Manager Competance for Managing Technical Changes ............... 33
APPENDIX A - REFERENCES ..................................................................................................... 34
APPENDIX B - DEFINITIONS ....................................................................................................... 36
APPENDIX C - Assessment of Design Organisation ..................................................................... 43
APPENDIX D - Assessment, Appointment and Audit of Approvers and Appraisers ...................... 45
APPENDIX F - RISK IMPACT ASSESSMENTS ........................................................................... 49
APPENDIX I - Key Changes ......................................................................................................... 53
DOCUMENT CONTROL - Document Reviewers .......................................................................... 54
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Document Summary

Purpose
This Management Procedure was approved by the Head of Engineering, in January 2020 for use
throughout the Company.
Users should ensure that they are in possession of the latest edition and related bulletins
by referring to the Cadent Gas Documents Library, available through the company intranet.
Compliance with this safety and engineering document does not confer immunity from prosecution
for breach of statutory or other legal obligations.

Responsibilities
This document applies to all those working directly for the Company e.g. employees, or under the
direction of the Company, e.g. contractor mate working in a direct labour team.
This document is provided for use by the Company and as such its contractors are obliged by the
terms and conditions of their contracts to comply with this document.

Where this document is used by any other party, it is the responsibility of that party to ensure that
this document is correctly applied.

Copyright © 2020 Cadent Gas Limited - All Rights Reserved

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INTRODUCTION
This Management Procedure incorporates the philosophy outlined in the Institution of Gas
Engineers & Managers (IGEM) guidance document IGEM/GL/5 “Managing new works,
modifications and repairs” which is the recommended process for technical Management of
Change (MoC) for new works and modifications to gas transportation and associated support
systems. This management procedure provides the specific requirements which overlay or
supercede that of IGEM/GL/5.
Management of Change is about identifying potential hazards that a change can introduce,
assessing the risks associated with these hazards, and systematically addressing them.
Any change to plant or process could introduce risk. In addition, changes can have unintended or
unsuspected consequences. A review of incidents across industry indicates that ineffective
Management of Change processes can result in:
• Change management that focuses on the expected benefits without properly considering
the possible risks
• Failure to communicate changes to the people affected by the change
• Failure to update or revise key documents such as operating procedures or drawings within
core systems or document libraries
• Failure to address all relevant aspects of a change i.e. all disciplines
• Failure to comply with Company technical specifications
Therefore, a formal process that is used to manage technical change from initation through to
implementation is essential to identifying foreseeable potential hazards and managing their risks.
Cadent use a digital Management of Change (MoC) system to facilitate and document the process
outlined within this Management Procedure to manage technical changes to engineering assets.
Regulation 4 of the Pressure Systems Safety Regulations 2000 (PSSR) covers the design,
construction, repair and modification of pressure systems and puts a duty on all concerned to
ensure that the pressure system is fit for purpose. HSE guidance on PSSR advises that designs
are independently verified and approved. To ensure compliance with the PSSR and other relevant
legislation, it has been necessary to put into place robust procedures for the Design Appraisal and
Approval of the design of new plant and the modification of existing plant.
IGEM/GL/5 Section 3 details UK legislation which following this management procedure may
require the reader to comply with or at least have knowledge of.

INDIVIDUALS WHO WILLFULLY CIRCUMNAVIGATE THE MINIMUM REQUIREMENTS OF THIS

MANAGEMENT PROCEDURE SHALL BE LIABLE TO DISCIPLINARY PROCEEDINGS.
EXTERNAL CONTRACTORS SHALL BE BARRED FROM FURTHER USE AT THE
DESCRETION OF THE COMPANY USER.
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1. SCOPE
1.1 Application
This Management Procedure applies to the management and control of new works, modifications
or repairs to assets utilised for the transportation, distribution and gas metering as follows:
• Gas transportation systems up to and including the emergency control valve (ECV),
including pipelines operating above 2 barg1 or with slam shut protective devices set above
2.7 barg.
• Supply point metering installations with an inlet pressure above 2.0 barg.
• Gas storage installations.
• Pressure vessels and associated pipework, including meter installations, operating above
0.5 barg and a stored energy capacity exceeding 250 barg litres.
• Composite repairs within the scope of GD/PM/P/25, at all pressure ranges.
• All electrical2, instrumentation and control systems and any associated software.
1
Design Appraisal of other plant considered appropriate is at the discretion of the User, but it is
strongly recommended that appropriate sections of the design process are followed.
2
Electrical installations within non-operational buildings are excluded from the scope of this
Management Procedure, however, it is recommended that the appropriate sections of the design
process are followed.
This Management Procedure encompasses all disciplines outlined in Table 1 and applies to both
in-house and outsourced activities.

The engineering disciplines covered within GD/PM/G/17 are:

Cathodic Cathodic Protection Systems
Protection Coatings
Civil Engineering
Civil/Structural Structural Engineering
Geotechnical Engineering
Electrical – High Voltage
Electrical Electrical – Low Voltage
Hazardous Equipment
HAZID Studies
HAZOP Studies
Safety
Functional Safety Assessments
Engineering
Quantitative Risk Assessments
Emergency Planning Studies
Safety Related
Non-Safety Related
Control Systems
Instrumentation
Telemetry Systems
PLC Systems
Hazardous Equipment

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Above 2 Bar Mains and Pipelines

Above 2 Bar Pressure Reduction Installations and Metering
Mechanical HP Storage Systems
Pipework Stress Analysis
Hazardous Zoning
Process System Process Design
Engineering
Safety Related
Software
Non-Safety Related
Table 1: Engineering Disciplines

1.2 Outside of scope

The below activities do not need to follow the management of change process outlined within this
management procedure:
• Routine maintenance such as replacement of O-rings, seals, valve diaphragms, filter
elements etc, generically known as ‘soft parts’.
• Valve maintenance and major overhauls.
• Site works that are not modifications to the system e.g. grit blasting, wire brushing,
painting, manual removal of surface corrosion, fitting of flange banding.
• Like for like gasket replacement.
• Replacement and repairs to pipe coating.
• Reaffirmation of MOP’s.
• Cathodic protection works not in contact with pressure containing parts, that have no
detrimental impact on the performance of the corrosion protection e.g. replacement of
ground beds and anodes.
• Realignment or retightening of existing stud bolts and nuts.*
• Updating of pressure systems drawings or records.
• The renewal of glycol and hydraulic oil
• The renewal of ferrules / glands / pipe work coupling.
E&I examples include:
• Renewal of termination connections (e.g. ferrules, lugs).
• Replacement of lamps and fluorescent tubes (with equal rating).
• Replacement of batteries (as recommended by equipment manufacturer).
• Installation / replacement of cable supporting devices (e.g. cable tray, cable ladders).
The above examples tend to fall under the category of maintenance activities that will normally be
covered by a Work Procedure. Should a Work Procedure not be available then a new work or
defect form will be raised which may initiate the G/17 process.
It should be noted that for works that do not require the formal procedures to be raised, asset
records may still need to be updated. This includes the date of installation for batteries, lamps etc.
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2. REFERENCES
This Management Procedure makes references to the documents listed in Appendix A. Unless
otherwise specified, the latest editions of the documents apply, including all amendments.

3. DEFINTIONS
The requirements and definitions applying to this management procedure are listed in Appendix B.

4. ROLES & RESPONSIBILITIES

4.1 Project Managers (formally known as ‘Initiators’)
The G17 management of change Project Manager is the individual having the responsibility for
progressing the G17 through all of its stages from the initiation to final records completion.
Competency as a ‘competent’ Project Manager is determined by initial assessment (see Section
11) and on-going monitoring of G17 submissions.
Upon successful assessment, candidates will be given access to initiate technical changes and
take on the role as Project Manager for G17 technical management of change activities.
Specific Project Manager responsibilities include:
• Ensuring the technical change has been initiated and completed as per the requirements of
this G17 Management Procedure.
• Ensuring the initiation details; description, location and risk impact assessment of the
change are accurately documented.
• Ensuring that the design assurance is adequate for the risk impact assessment outcome
for the technical change and that queries from Approvers and Appraisers are adequately
closed.
• Ensuring that there is consideration throughout the design and design assurance for the
consideration of the operational and maintenance requirements for all plant and equipment.
This is essential in all designs as required under Construction and Design Management
Regulations (CDM).
• Demonstrating that hazards associated with the change have been identified and the risks
controlled to a tolerable level if they cannot be eliminated. Ensuring all necessary Formal
Process Safety Assessments (FPSAs) have been undertaken and completed, whilst
making sure actions have been suitably closed.
• Ensuring any deviations to Company standards and specifications have been agreed and
accepted with the discipline User. Deviations should be accompied with a risk
assessmentassessing the risk of deviating from clauses within standards and
specifications, and the mitigations to be put in place, such that the residual risk is tolerable.
• Verifying on site that the works (installation and commissioning) have been carried out and
fully completed as per the approved design and compliant with all relevant Cadent Policies,
Procedures and Specifications.
• Complete and return PSSR commissioning inspections and completed results to the
standards of the relevant examination specifications of GD/PM/PS/3. The completed
inspection sheets shall be returned to the A2B PSSR team within 28 days of the inspection
beng completed.

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• Ensuring all technical change, design, construction as built and commissioning

documentation is uploaded onto G17 MoC system
• Ensuring all design changes post ‘design freeze’ stage (Part C) are captured and
documented within the digital management of change system
• Ensuring that all of the relevant drawings updates, records, test results and paperwork are
completed and entered into Company core systems.
• Ensuring the timely completion of the technical change in line with the initated anticipated
completion date.
• Handover of G17s shall be to another competent Project Manager and recorded within G17
MoC system.
Project Managers should be-able demonstrate that they understand and are competent to
implement the G/17 procedure and User specific requirements. They will also be expected to
demonstrate an appreciation of the disciplines and sub-disciplines relevant to the works they are
undertaking.

4.2 Discipline Design Approver

Is an Engineer with the relevant competencies (in specified discipline(s)) to technically approve
new works, design and modifications. Principally to check;
• Design compliance with scope of works, code and Company specifications
• Design can be constructed and maintained safely
• Consideration of the operational and maintenance requirements for all plant and
equipment. This is essential in all designs as required under CDM.
• All (100% of) design details, drawing markups, assessments, calculations are correct
• All management of change documentation is complete
The Design Approver takes on the majority of legal ownership / liability for the works. The
Approver thus shall only agree and sign off on a design package for their discipline once
completely satisfied for it to proceed for submission to the User.
The Approver shall populate a comments response sheet to document items and potential issues
raised. This sheet shall be uploaded onto the G17 MoC system.
All Design Approvers are responsible for ensuring they are qualified to undertake the work in
question and that they have no restrictions or limitations recorded on the CDA Register that would
exclude them from undertaking the work. The project manager should check the limitations of
proposed design approvers to ensure they are suitable for the design reviews to be undertaken.
The Design Approver shall ensure that the Designer has considered their CDM Regulations
responsibilities.
The Design Approver shall not approve their own work, i.e. not be the Designer.
Approvers shall be listed on the CDA Register.

4.3 Discipline Design Appraiser

Is an Engineer with the relevant competencies to appraise design work in specified discipline(s).
The Appraiser shall be demonstrably independent of the work to be appraised. Key responsibilities
include:
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• Ensuring the appropriate codes, polices, procedures and standards have been applied.
• Ensuring no technical scope or review oversights within the detailed design from the
Project Manager or Approver(s). The Appraiser shall ensure that the full scope of the
technical change has been formally approved.
• Ensuring the sequence of suggested construction work is feasible for a given design.
• Ensuring design assurance comments and responses have been recorded and responded
to appropriately.
The Appraiser does not have the responsibility to check or approve 100% of the design, although
selective checking may be carried out to prove specific aspects of the design. This includes focus
on ensuring the higher risk aspects of the design have been approved appropriately.
Where there have been multiple Approvers on different sections of a large complex design, for a
single discipline, it is expected that a single Appraiser shall oversee the scope of all the approvers.
This ensures one Appraiser has overview of entire modification / design for each discipline, and
thus is better suited to judge if the technical Approval covers the full scope of the technical change
to take place.
The Appraiser shall populate a comments response sheet to document items and potential issues
raised. This sheet shall be uploaded onto the G17 MoC system.
Where Approvers and Appraisers are contracted out externally, they can be completed within the
same design organisation providing the Appraiser confirms in writing or by comment within the
G17 MoC system that they have been independent from the design to date.
Where Approvals and Appraisals are undertaken internally with Cadent, the following will apply:
• Approvals should be completed within the Network in which the design change is occurring.
• Appraisals shall be undertaken and completed by individuals within a separate network or
central function.

All Design Appraisers are responsible for ensuring they are qualified to undertake the work in
question and that they have no restrictions or limitations recorded on the CDA Register that would
exclude them from undertaking the work. The project manager should check the limitations of
proposed design approvers to ensure they are suitable for the design reviews to be undertaken.
In all cases, design Appraisers shall be listed on the CDA Register.

4.4 Competent Design Authority (CDA)

Nominated CDA’s shall assess the competency of Design Approvers and Design Appraisers in
accordance the Company’s minimum expectations on knowledge of technical specifciations and
management procedures.

The G/17 CDA Register (called ‘MyCDA’) contains details of the Approvers and Appraisers for all
engineering disciplines. This register is maintained by DNVGL.
The following organisations currently carry out CDA duties on behalf of Cadent:
• DNV-GL
o Maintaining a CDA register on behalf of gas operators
o Assessing Approvers and Appraisers for all disciplines
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• ROSEN
o Assessing internal mechanical discipline Approvers and Appraisers for limited
scopes on Cadent activities only (see Appendix D).

4.5 User
The User is the Cadent Head of Engineering. The User has delegated sign off to individuals
technically competent in each discipline.
For Electrical, Instrumentation and Software, the role of user is designated to the E&I Engineering
Manager (also the Electrical Duty Holder as defined in the Electricity at Work Regulations).
For other disciplines, the role of designated User is delegated by the Head of Engineering to
individuals with the competence, experience and professional accreditation from within the
Engineering Services team.
User delegates have the following primary responsibilities:
• Ensure for the discipline technical change that the Design, Approval and Appraisal process
has been followed with no gaps prior to accepting the change.
• Ensure that the design is suitable for installation and commissioning, and for Cadent to
subsequently safely and practically operate and maintain.
• Be satisfied that the change does not introduce new hazards which have not been
addressed.
• Be satisfied and assured of the safety and integrity of the proposed design.
• Ensure Project Manager developed or collated change documentation packs are complete
at point of management of change closure.
• Ensure necessary updates to Pressure System Database (PSDB) and Written Scheme of
Examination (WSoE) have been made.

4.6 Installer / Installation Contractor

The Installer or organisation who undertakes installation and construction activities.
The design organisation and the Installer may be part of the same company.
The Installer is required to digitally sign the G17 Part D confirming that installation has been
completed and carried out in accordance with the approved design and the Company’s standards
and specifications.
The Installer shall upload as-built ‘post-construction’ redline and/or ‘as-laid drawings and
documents onto G17 digital system, or at the very least make these available to the Project
Manager for uploading. A copy of redline post-construction documentation shall be kept at site
through the subsequent commissioning, until replaced with formally updated copies (i.e. ELD’s,
E&I line diagrams, GA’s etc).
Deviation from an approved design shall go through the design change process. Failure to submit
design changes are a non-compliance and may result in disciplinary procedures.
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4.7 Commissioner / Commissioning Contractor

The Commissioninng engineer or organisation with the relevant competencies to undertake the
relevant commissioning activity and make ready the system/asset for operation. The
commissioning may cover subset activities including; pre-commissioning, dynamic system
commissioning and process start-up.
The Commissioning engineer is required to sign the G17 Part E confirming that the assets have
been commissioned as per the approved design requirements and relevant Company procedures.
The Commissioning engineer shall oversee the necessary legislative inspections, including PSSR
and DSEAR. PSSR inspections shall be completed and the inspection results returned to the A2B
PSSR team (via the Project Manager) within 28 days. The inspectors shall have proven
competencies and STCs to perform the inspections.
The Commissioning engineer uploads commissioning records, drawings and documents onto G17
digital system, or at the very least make these available to the Project Manager for uploading.
Deviation from an approved design shall go through the design change process. Failure to submit
design chnages are a non-compliance and may result in disciplinary procedures.

5. ASSESSMENT OF DESIGN ORGANISATIONS

5.1 Assessment and Appointment
A Design Organisation’s capabilities shall be assessed by a nominated CDA. A record of the
assessment and any appointment shall be written and made available within the Company as
required.
Refer to Appendix C for the assessment of Design Organisations.
5.2 Communications
At contract award, the Design Organisation shall inform the Project Manager, or their nominated
representative, in writing of all the appointed persons associated with the design process for each
technical discipline.
Prior to commencement of the detailed design work the Design Organisation shall inform the
Project Manager in writing of any matters requiring a resolution or clarification.
Should the need for Deviations be foreseen or arise, the Design Organisation shall advise the
Project Manager in writing who shall follow the Management Procedure GD/PM/GR/2 for
resolution to the deviation.

6. ASSESSMENT OF APPROVERS & APPRAISERS

6.1 Assessment and Appointment
The Design Approvers and Appraisers capabilities shall be assessed by a CDA. Personnel shall
only be considered for appointment as an Approver or Appraiser when they have demonstrated
the appropriate competency. Competency being defined as both relevant training and experience.
A record of the assessment and any appointment shall be written, and made available within the
Company as required.
Refer to Appendix D for the assessment, appointment and auditing requirements of Design
Approvers and Design Appraisers.

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6.2 CDA Register

The CDA shall maintain a Register (‘MyCDA’) of assessed and appointed Approvers and
Appraisers including a file of assessment reports and letters of appointment. Access to MyCDA is
administered by DNV-GL.
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7. PROCESS STAGE OVERVIEW

7.1 General
There are a number of key stages for the management of a new works, modification or repair
project. These key stages are outlined within this section with further explanation via process
mapping in Appendix E.
To ensure that the project meets its overall objectives, engineering controls are required at each
key stage. These controls ensure that the responsible persons agree and accept that the objective
of each stage has been met.
There are 6 distinct process stages:
Stage Description
Initiation
Part A What, Where & Why, PS no, disciplines, risk assessments, book out
drawings/documents (through statutory records)
Design and Design Assurance
Part B
Hazard identification and control, design approval & appraisal

Part C User Acceptance

Part D Installation Completion

Part E Commissioning Completion

Records Update Completion

Part F
Asset data, information, records on core systems - updated, submit MoC pack
Table 2: Management of Change Process Stage Overview
The relevant proforma’s for approver/appraiser and user comments are downloadable for use from
the ‘documents’ section within the G17 MoC system.

7.2 Change Risk Impact Assessment

During the Initiation stage, the risk impact of the change shall be assessed through the G17 MoC
digital system. The level of design assurance required will be dependent on the risk impact
assessment outcome. This risk based approach takes into account:
• The complexity of the proposed works
• The inherent risks associated with the installation, testing and commissioning of the
proposed works
• The uniqueness of the proposed design or modification
• The risk of changing the integrity or protective devices of the existing assets.
When initiating a technical change on the G17 MoC system, it is a mandatory requirement to fill
out the selected discipline impact assessments prior to progressing onto the next stage.

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7.2.1 Low Risk Changes/Modifications

Low risk modifications do not require a Design Approval or Appraisal. These include 'like-for-like'
changes of a component and minor site works that are not defined as a modification and generally
only Parts A, C, D, E and F require completion. However, if the ‘like-for-like’ change is to a
component listed in Section 2 of the Written Scheme of Examination, then the full Design Appraisal
process shall be undertaken (Parts A to F).
In order to be classed as ‘like for like’ the modification shall satisfy the following conditions:
1) The replacement part, device, make, model or system shall be fully compatible with
the existing equipment.
2) The specification of the replacement part shall be identical to the existing part
specification.
3) Documentation shall be available to prove that it is a like for like change.
Photographic or datasheet proof should be submitted of old equipment/component
and new equipment/component.
4) Change shall be accepted by User at Part C.
Examples of low risk modifications include:
• Auxiliary components
• Relief valves (not including primary protective devices)
• Stainless steel impulse pipework and/or fittings
.
7.2.2 Medium Risk Changes/Modifications
Medium risk modifications require only Design Approval. Medium risk technical changes and
modifications generally fall under two categories; ‘Replacement in Kind’ or ‘Minor Modifications’.
Replacement in Kind (RIK);
• Where an item, part, device or system meets the original design specification but cannot be
classed as ‘like for like’. The change does not adversely affect the functionality, reliability or
safety of the item or related items. The replacement item, part, device or system shall meet
current specifications.
• Equipment which is a manufacturer’s replacement but is not the same as the original
because it is no longer manufactured.
• Same manufacturer, same specification but a change in model number.
• Identical specification but from a different manufacturer.
This would include replacement of a damaged temperature probe or a faulty electrical component
which is classed as a ‘simple device’ such as a platinum resistance thermometer (PRT) or limit
switch. It would also include regulator replacements.
Minor Modifications;
• Where a simple change is carried out that does not impact the overall design criteria of the
asset or the safety of the site. This includes:
o Changes to vent pipework.
o Replacement of vent, sealant or grease lines to valves.
o Removal of redundant mechanical equipment that only requires plugging or
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o Blanking off at a valve.

o Replacement of plugs on a Cameron Ball Valve with sealant points.
o Welding of handrails on an access platform.
o E&I Minor Works.
Medium risk design approvers can either be chosen from those registered on the CDA database or
those assessed to meet the experience and qualification criteria in Appendix D.6 by the User. For
medium risk approvers assessed against the criteria of Appendix D.6, and not on the CDA register,
the individuals will only be available for selection if the risk impact is judged as being medium risk.
Prospective medium risk approvers shall produce a brief Curriculum Vitae (CV) outlining their
qualifications and experience in line with the requirements listed in Appendix D.6. The CV shall be
supported by their line manager and sent to the User for review and assessment. A register of
medium risk approvers shall be managed on the G17 digital MoC system.
The Approver of a medium risk technical change or modification cannot be the same person as the
Project Manager or original designer. This ensures that the design has had an independent
assessment.

7.2.3 High Risk Changes/Modifications

High risk modifications require both Design Approval and fully independent Design Appraisal
undertaken by registered persons on the relevant CDA database register.
A high risk project involves complex design issues, the modification of pressure vessels and piping
systems or modification of a primary protective device. For instance, a detailed design of a new
pipeline and pig trap installation, or the installation of a new pressure reduction installation, or the
cut out and replacement of pressure containing pipework on the recommendations of an integrity
assessment, are examples of high risk projects.

7.3 Model Design Appraisals

Before a new G/17 documentation package is raised, consideration should be given to using a
Model Design (Commonly referred to as a ‘G/19 design’). These are a suite of pre-approved and
pre-appraised standard designs for a selection of commonly undertaken modification and repair
works. These Model Design Appraisals are intended to be generic in nature and should reduce the
work required each time the standard is used. It is, however, essential that the specific application
of the model design is appropriate for use on the site in question and a site-specific G/17 Design
Appraisal is raised which includes the Model Design Appraisal. As a part of User Acceptance, the
User shall ensure that the G/19 Model Design Appraisal is suitable for use at the specific site
without deviation from the design.
When using a Model design, three situations may become apprarent:
1) If the Model Design covers the full scope of technical change within a G/17 technical
change, then no further approval or appraisals are required.
2) If the Model Design does not cover the full scope, with only review of integration aspects of
the Model Design onto the site not covered, then only a Design Appraisal is required.
3) If the Model Design covers only part of the total technical change (i.e. more than just site
integration requirements), then full Approval and Appraisal is required to ensure the entire
scope is covered.

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To develop a Model Design Appraisal reference should be made to GD/PM/G/19 ‘Management

Procedure for Application of Model Design Appraisals’. As the Model Design Appraisal has the
potential to be used on a number of occasions, a formal Design Approval and Design Appraisal
shall be undertaken before it can be registered by the User as a Model Design Appraisal.
The Model Design Appraisal may only be used where the parameters detailed match the model in
every respect. Any variation from the model will require a full Design Approval and Design
Appraisal submission for the whole of the works to be undertaken.
Projects or modifications involving Model Design Appraisals shall be categorised as medium or
high risk as by their nature there are aspects to the work that require a supporting site specific
assessment e.g. relocating mobile pig traps which is a repeatable routine activity but has to
consider the likes of the rating of the mobile pig trap, site access and temporary bridle piping etc.
7.4 Temporary Changes
Where a modification or technical change is implemented for a short time and may be classed as
temporary, the normal design process shall still be followed. A temporary change shall receive the
same level of scrutiny as a permanent change and will still fall under Low, Medium or High risk, or
a Model Design Appraisal.
7.5 Project Manager Handover
Project managers shall ensure that all new works and modifications for which they have
responsibility for are up to date on the G/17 MoC system. In the event of a change in Project
Manager, whereby they will no longer have direct responsibility for a project, the departing Project
Manager shall instigate a formal handover process so that a smooth transition of responsibilities to
any new Project Manager takes place. The G/17 system shall be updated with any new project
manager details by contacting the A2B PSSR team. The Network Manager shall be given
adequate notice of a change of Project Manager to ensure all the necessary handover
arrangements can take place without interruption to ongoing projects. Early notice of any
impending Project Manager change is the responsibility of the Project Manager involved
particularly if the individual is leaving the Company. The incoming Project Manager shall already
be an existing G17 assesed competent Project Manager.
7.6 Major Projects
On Major [multi-discipline] Projects, where several separate discipline Design Appraisals are
undertaken in parallel, the scheduling of the Design and Design Appraisal activities shall be based
on a common target completion date. This target date shall include an allowance to review the
interaction of the various different discipline Designs and Design Appraisals and the potential
impact each will have on the overall project.
Where a single discipline requires phased acceptance, an agreement with the User shall be
sought on how to record and track completion of work against the agreed accepted scope only.
This will be agreed and denoted in the comments tab on the G17 MoC system. Stage by stage
acceptance (within a single discipline) is at the User’s discretion and is progressed at the Project
Managers own risk.
7.7 Part B - Functional Design Specification
To assist network teams submit consistent detailed design submissions, below is a brief outline of
the expected Detailed Design Report / Functional Design Specification.
Functional Design Specification:
• Background for change / Why change is required.
• Change scope stated and listed.
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• Standards and specifications used.

• Design limits change shall be designed to.
• Risk assessment of change and possible hazards that may be introduced. #
• Designers risk register
• Set-points of equipment before and after change.
• Any G/19 Model Designs to be used (upload as an attachment).
• Interface design considerations with site.
• QA/QC requirements / expectations / set pressures, i.e.
o Material certificates
o Strength testing
o Inspection test plans
o Etc.
• Changes to maintenance and inspection schedules.
• Testing and Inspection.
o List hydrostatic and leak test boundaries and set points.
• Updated / Marked up drawings.
o Pressure System Diagram / Electronic Line Diagram
o General Arrangement (GA)
o Any other drawings held within GUARD/ESRI affected by change
o Any new drawings required in GUARD/ESRI
o Construction and Commissioning drawings
o Hazardous Area Zoning diagrams
o Datasheets
• Material Take-off (MTO).
• Calculations (design dafety factor, velocity, fatigue, stress analysis).
• Assumptions made.
• Sequencing of proposed works (drawings to illustrate)
• Formal Process Safety Assessment reports.
• Completed signed off TQs and/or Deviations.
• All supplier/vendor and procured item equipment documentation attached. Mark/highlight
specific detail for the actual equipment selection ordered.
The above are suggestions, other requirements may be necessary given the nature and
complexity of the change.

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GD/PM/G/17 19 of 55

7.8 Design Freeze

A design freeze is applied after Part C acceptance and no changes to the Design or Design Output
Package can be made without authorisation from the User. See detail within Section 8.1 for
process to record and have design changes authorised by the user delegate.

7.9 Installation, Inspection and Testing

Equipment that is newly installed, replaced or modified that is detailed in Section 2 of the Written
Scheme of Examination (WSoE) should be inspected following commissioning. Details on the
relevant inspection requirements can be found in GD/PM/PS/3 ‘Management Procedure for
Ensuring Compliance with the Pressure Systems Safety Regulations 2000’.

Electrical and instrumention systems shall be examinated to ensure they are fit for purpose and
adequate for the hazardous area zoning they are to be installed within,
The Commissioning stage shall ensure that the installation, repair or modification has been
appropriately checked for operational readiness and integrity before being brought into service.
It should also ensure that all necessary training has been undertaken and that the maintenance is
correctly defined.
The Commissioning Engineer(s) and Project Manager shall ensure that all relevant ‘as installed’
status drawings, calculations, test data, documentation and commissioning reports are available
for the User following commissioning.
A minimum of two full sets of drawings including red line and/or as-laid mark ups are required as
part of the G/17 records packs. One set needs to be forwarded by the Project Manager to the
relevant records departments within the Company to update the permanent record systems, with
one set available on site for use by operational staff until the formal permanent drawings are
updated and complete with supporting records, are available and issued to the site.
The Project Manager should ensure that any drawings and records held on site that are not current
are removed.
Upon completion of Commissioning, the G/17 Part E Commission Completion section within the
G17 MoC system shall be completed respectively by the Commissioning Engineer and Project
Manager.
7.10 Decommissioned Assets
Where work is planned on an asset that has been fully isolated and decommissioned the removal
of redundant assets can proceed without the need for a G/17 Design Appraisal.
The actual decommissioning of assets is within the scope of this document.
In some cases, full decommissioning of assets can be processed as ‘low risk’, only requiring Parts
A, D, E and F to be completed. This shall be agreed with the User prior to the commencement of
any work. An example of this would be the full decommissioning and removal of a telemetry
system on a ‘monitor only’ site.
Partial decommissioning shall be processed through the full G/17 process.
7.11 Records Completion
The Project Manager shall check and collate all relevant ‘as built’ drawings, asset data, test results
and commissioning details. This includes but is not limited to:
• PSSR Schematic drawings
GD/PM/G/17 20 of 55

• ESRI Map as-laid drawing markups

• Site general arrangement drawings
• Plant drawings
• Process line diagrams
• Valve arrangement schematics
• Control system schematics
• Electrical/instrumentation system schematics
• Cathodic Protection system schematics and records
• Hazardous area classification reports, calculations and drawings
• Wayleave/easement drawings
• Software specifications and drawings
• Asset hierarchy and repositories (e.g. SAP)
• Material certificates
• Equipment order and serial details
• Inspection, testing and commissioning certificates
• Site specific guidance documents
• Records as required by GD/PM/DR/23
GD/PL/RE/1 ‘Policy for the Capture, update and retention of engineering asset records’ should be
referred to for guidance. The period between making changes to the asset configuration in the
field, and having access to records which correctly reflect that change, should be minimised.
The normal maximum permissible delay between commissioning operational assets and
establishing the record of that action is:
• 5 working days for alphanumeric records
• 30 working days for graphical records
The site operation and maintenance activities should be reviewed by the Project Manager in
conjunction with the Asset Data Integrity (ADI) team and amended where necessary. Guidance on
maintenance requirements can be found in GD/PL/MAINT/99.
The User (or nominated representative) shall review the Part F form to ensure that the Project
Manager has completed all the necessary records. The G/17 Part F Records Completion Form
shall be completed and signed by the Project Manager and signed by the User before the technical
change is signed off and closed.

7.12 Emergency Modifications

An emergency situation is defined as one requiring immediate intervention to prevent; loss of life,
damage to plant or a large release of uncontrolled gas.
In emergency situations, it may be necessary to install new or modify existing plant and equipment
without the prior adoption of this Management Procedure. Should this be necessary then this
Management Procedure should be complied with retrospectively, by the Project Manager, as a

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matter of urgency up to Part C which shall be submitted for User Acceptance within 10 working
days.
Before implementing the emergency change, a risk assessment should be carried out to determine
the impact. The change should be agreed with the User and where possible the Approver. The
change shall have at least a Part A initiated and the User informed of the number.

7.13 MoC Key Performance Indicators (KPIs)

The following are the MoC KPIs used to track G17 project manager performance and /or
compliance to this Management Procedure:
• Time taken for G17 to gain user acceptance
• G17s past there Part F records completion due dates.
• G17s past there retrospective completion following an emergency change.
• G17s taking longer than 90 days to close from commissioning completion to records
completion.
GD/PM/G/17 22 of 55

8. PROCESS STAGE DETAILED DESCRIPTION

8.1 Process Stage Descriptions

Stage Responsibility Proforma / Docs

Part A INITIATION

• Identify the change1 All elements of this

section are populated
• Populate initiation details: Network, Change onto the G17 MoC
category, Type of MoC digital system Part A
• Part F / MoC completion date initiation section
• If work occurs on an offtake or shared site
• Title (of change)
• Location (site name, city/town, postcode)
• Brief description of change
• Selection of Disciplines associated with
technical change / modification
Project
• Selection of affected pressure system Manager
number
• Completion of Discipline Risk Impact
Assessments
• Add any stakeholder email addresses under
‘Stakeholders’ tab
• Upload any attachments relevant to this Part Any format of
A initiation (i.e. list of documents to be attachments are
updated within core systems)2 accepted.

• Press ‘Notify’ when wanting to send

automated email to oneself and
stakeholders to confirm G17 has been
initated.
• Request extension to Part F / MoC
completion date. Enter jusitifcation [to be Project
reviewed by User] into ‘Comments’ tab.
Manager / User

Part B DESIGN AND DESIGN ASSURANCE

FPSA ‘proforma’
• Completed FPSA proforma uploaded3 GD/SP/HAZ/9
• Upload detailed documentation / design Project GD/SP/HAZ/14
pack / marked up drawings / functional Manager
design specification as per Section 7.7. 5
Section 7.7

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• Upload / Attach copies of G19 Model G19 Model Designs -

Designs utilised. search Gas
Documents Library
• Assign discipline G17 approver and Project
appraisers via using the drop down menu
Manager
• Select ‘Notify’, on approver section, when DNV-GL ‘MyCDA’
ready for Approver to review the technical
change and design documentation.
• Approver reviews documentation and
completes Approver Comments Report back Approver Comments
to Project Manager. Upload onto G17 MoC Report ‘Proforma’9
system.
• Project Manager to review and address Project
comments. Download, update Approver
Manager
Comments Report document and re-attach
onto the system updated documents.
• Approver reviews. Assuming comments Discipline
have been addressed adequately, Approver
completes and closes the items on the
Approver Comments Report. Upload onto
G17 MoC system. Sign off digitally the G17
discipline review. 6
• Select ‘Notify’ on appraiser section, when Project
ready for Appraiser to review the technical Manager
change and design documentation.
• Appraiser reviews documentation and Appraiser Comments
completes Appraiser Comments Report Report ‘Proforma’9
back to Project Manager. Upload onto G17
MoC system.
• Project Manager to review and address Project
comments. Download, update Appraiser Manager
Comments Report document and re-attach
onto the system.
Discipline
• Appraiser reviews. Assuming comments Appraiser
have been addressed adequately,
completes and closes the items on the
Appraiser Comments Report. Upload onto
G17 MoC system. Sign off digitally the G17
discipline review. 6

When the discipline is confirmed as approved

and appraised, a notification is sent to the
discipline User advising that the technical
change is ready for review.
GD/PM/G/17 24 of 55

Part C USER ACCEPTANCE

• Ensure Initiation and Design Assurance

process has followed the minimum
requirements of this management
procedure.
• Review quality of design submission against
Cadent specdifications and standards
(where needed).
• Ensure changes that need to be made to
WSoE have been identified. User Comments
User Report ‘Proforma’9
• Ensure all Formal Process Safety Delegate
Assessments have been undertaken and
completed to the standards expected.
• Accept the submission with or without
comments, or reject the submission with
comments. Populate comments on ‘User
Comments Report’ and attach to G17 on
MoC system.
• Digitally sign-off the G17 technical change
when deemed acceptable.

At point of Part C User discipline delegate sign-

off, the design is considered frozen.

Post-Part C DESIGN CHANGES

If a design change is required, the following

steps should be taken to formally record the
change and the approval process.
• Project Manager raises ‘Design Change’ on
Part C tab. Select the relevant discipline and
in the comments, outline the design change, Project Approver and
including which documents have been Manager Appraiser Comments
uploaded. Ensure updated documents are Report ‘Proforma’
uploaded for viewing. Submit design
change.
• User reviews the design change within the
Part B section. Determines if additional User
approval and appraisal is required. Delegate
• If design re-approval and re-approval is Project
required, then user checks the appropriate Manager
box. Project Manager to advise approver
and appraiser, whom shall review

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documentation and digitally sign-off

appropriate sections when satisfied.
Approver and appraiser comments reports
shall be updated.
• User will review and accept design change Project
when satisfied. Manager

Every notification of design change is recorded.

N/a G17 COMPLETION EXTENSION

• Project Manager raises request for

‘Extension’ on Part A tab of G17 MoC
system. Enter proposed date. Enter in Project
comments tab the justifications for the Manager
extension, including why the risk of an
extension is tolerable.
• User reviews the extension date and User
justification proposed. Leave comment and Delegate
accept or reject the extension.

If the extension is accepted, the Part F due date

is automatically updated.
Every request for extension is recorded
including the outcome.

Part D INSTALLATION COMPLETION

• Project Manager populates on Part D stage

tab the details of Individuals that have
responsibility for each discipline installation
completion. 7
Project
• Press ‘Notify’ Manager
• An email will be sent to the chosen
‘installer’. The installer will beable to sign off
on the installation being complete digitally.
• The Project Manager shall walk-down the Project
system with the installer. The Project Manager /
Manager shall agree with the installer that Installer
the installation is complete. 8
• All as-built documentation and installation
records shall be uploaded onto the G17 Installer
MoC system as attachments.
•
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• The Project Manager shall check the

completeness of the attachments and Project
ensure all required documents are present. Manager

• At this point, the installer shall sign off

digitally that the installation is complete. Installer

When installation has been marked as

complete, the activity and individual discipline
can commence to towards the commissioning
phase. 4

Part E COMMISSIONING COMPLETION

• Project Manager populates on Part E stage

tab the details of Individuals that have
responsibility for each discipline Project
commissioning completion. Manager

• Press ‘Notify’
• An email will be sent to the responsible
’commissioning engineer’. This engineer will
beable to sign off on the commissioning Project
being complete digitally. Manager /
Commissioning
• The Project Manager shall walk-down the Engineer
system with the commissioning engineer.
The Project Manager shall agree with that
the commissioning is complete.
• All as-built documentation and Commissioning
commissioning records shall be uploaded Engineer
onto the G17 MoC system as attachments.
• The Project Manager shall check the Project
completeness of the attachments and Manager
ensure all required documents are present.
• At this point, the responsible commissioning
Commissioning
engineer shall sign off digitally that the
Engineer
commissioning is complete.
• The Project Manager also requires to
counter-sign off that the commissioning is
complete and that thus the technical change Project
can enter the next stage of the process, Manager
ensuring records completion and update
onto core systems.
All discipline activity streams require to be
signed off as ‘commissioned’ to enable to the
project manager to countersign.

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GD/PM/G/17 27 of 55

Part F RECORDS UPDATE COMPLETION

• Attach the records through the Part F tab,

selecting the document that is being
uploaded. For asset records or other data
records, a word document shall be uploaded
detailing the changes made. For drawings,
either redline markups shall be submitted or
CAD copies from design houses.
• The Project Manager shall select which Project
records do not require update by selecting Manager
‘N/A’ from drop down menu.
• The ‘Notify’ buttons shall be selected to
send notification to the department
delegates who update core systems and
records (ADI, Stat Records etc) that records
are requiring update.
• Department delegates shall login to the G17
MoC System, navigate to the attachments
Part F tab. At this location all relevant files
under there department name shall be
updated into core systems. A screenshot or
a copy of the new core record shall be Department
uploaded in the G17 MoC system through Delegates
the Part F tab as confirmation of the record
in the core system.
• Where clarifiations are required between the
project manager and department delgates, Project
these can be made offline (i.e. by email). Manager /
The email train can be then uploaded as an Department
attachment. Delegates
• Department delegates shall then digitally
sign off on Part F tab that the
record/drawings have been updated within Department
core systems. Delegates

• The Project Manager is responsible in

ensuring all record/drawings updated within
core systems and record drawings uploaded
onto the G17 MoC system by department
delegates are satisfactory with no
ommissions.
Project
• When the Project Manager is satisfied all Manager
records have been correctly updated, the
‘records complete’ section can be signed off
digitally. This moves the G17 technical
change towards the next stage of closure
review by the User.
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• The User or (nominated contractor on behalf

of the User) shall review the change
submission and close the G17 technical
change or revert back to the Project
User
Manager for further information. The Project
shall ensure requests for further information
and clarifications are provided to enable the
G17 to be closed.

Table 3: Management of Change Process Stage Descriptions

Superscripts
1) All installation, modification and repair work carries a certain amount of risk. The Project
Manager should consider the risks at each phase of design and seek expert advice where
required.
2) Consideration should be made to the asset records, drawings and documentation that will
be required to develop the design and what is going to be updated to form the records
completion in Part F. This should be listed on the Initiation form under the project drawings
and documentation.
3) GD/SP/HAZ/9 ‘The application of Formal Process Safety Assessments During Engineering
Design Phases’ summarises the Formal Process Safety Assessment (FPSA) techniques
that are required at the design stage of projects to ensure any identified hazards are
appropriately mitigated.
GD/PM/HAZ/14 ‘Management Procedure for Gas Distribution Formal Process Safety
Assessment Studies’ has been developed for Gas Distribution projects to support the
application of GD/SP/HAZ/9 and gives guidance on which of the FPSA techniques it is
appropriate to apply across typical design and modification situations.
The output of the GD/SP/HAZ/9 assessment may require further assessments under
GD/PM/INS/9 ‘Management Procedure for Functional Safety, Specifying and Achieving
Safety Functions for Safety Related Systems’ which would impact on Electrical and
Instrumentation designs.
4) At this stage, Installation completion, as the best practice, asset data should be updated
and passed to the PSSR, Asset Data Integrity (ADI) and SAP team so that it is available
prior to commissioning. This allows commissioning data and results to be entered
electronically into the Company’s records system. This information update shall then be
formally recorded as completed at Part F stage with the ADI team.
5) It is expected that when using a design house, that designs and supporting documentation
and drawings are subject to the organisations internal design check and review processes.
These processes are independent from the design approval and appraisal and shall be
completed prior to the design being submitted for design assurance approval.
6) The Approvers and Appraiser shall confirm all documentation reviewed including revisions,
issue dates, etc. by either listing the documentation in the Comments Reports. Any
documents reviewed, with no further comment, shall also noted in the Comments Reports
with ‘N/a’, ‘No comments’ or equivalent denoted agains that document.

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GD/PM/G/17 29 of 55

7) The Project Manager shall be satisfied that the Installer is fully briefed on the design and
what is required of them. This includes making sure designers and installers collaborate.
8) The Installer shall ensure that all personnel involved in the installation and testing of the
works have a full understanding of what is required of them and that the works are
undertaken in accordance with the approved design and the relevant Company policies,
procedures and specifications.Cadent shall ensure that the installer (including if external)
has necessary STCS or competency assessment arrangements in place.
9) The relevant proforma’s for approver/appraiser and user comments are downloadable for
use from the ‘documents’ section within the G17 MoC system.
GD/PM/G/17 30 of 55

9. AUDITING
A nominated CDA shall conduct a sample audit of the organisations carrying out Design Approval
and Design Appraisal work. Audits are required in order to demonstrate:
• Compliance with legislation (reference Section 3 of IGEM/GL/5), the Company’s Corporate
Policy and Directives, and the Gas Requirements Manual.
• That adequate management control systems are in place and are implemented.
• That Health, Safety & Environment issues are properly addressed.
• That a continuing improvement in the application of the process is achieved.
• That consistency of Design Approvals and Appraisals is achieved.
The auditor may examine any or all of the following aspects of the Design Approval and/or
Appraisal process:
• How an organisation manages and controls Design Approval / Appraisal work.
• How an individual Appraiser undertakes a Design Approval / Appraisal.
• How any specific or particular Design Approval / Appraisal is undertaken and managed.
• The effectiveness of a particular Design Approval / Appraisal by undertaking a parallel
Design Approval / Appraisal.
• The ongoing competence and suitability of a particular Design Approver / Appraiser.
The audit shall include an examination of the organisation's understanding and application of this
Management Procedure and of relevant documentation. The execution of one or more completed
Design or Design Appraisal contracts should be examined in detail by means of discussion with
the User/Project Manager, Design Approver and Design Appraiser, and by inspection of relevant
documentation.
The frequency of audits should be determined by the Company and shall be based on content,
quality and regularity of the work undertaken in accordance with the Company’s safety
management framework but as a minimum shall be carried out every 5 years. Where appropriate,
the costs of the audits shall be borne by the Design Approver, Design Appraiser or their employer,
the CDA should manage the requirements of the audit. If an approver or appraiser moves or
leaves a design organisation, they are expected to update their contact details on the MyCDA
database via DNV-GL.
Projects to be audited will be selected from an index provided by the Company to the CDA of
recent or current projects.

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10. G17 MoC System

10.1 Purpose
The G17 Management of Change (MoC) System supercedes the pre-January 2020 access
database which documented technical changes and their status.
It is the intention that the G17 MoC system is able to facilitate the process set out by this
management procedure with minimal human intervention needed and eliminating the need for
interpretations.

10.2 Functionality
The G17 MoC System is on a web based app platform which allows Project Managers to do the
following:
• Initiate new technical changes
• Progress existing technical changes, select approvers and appraisers to be utilised and
upload documentation of all types (except .exe files).
• Search for existing G17 technical changes (of all stages). Beable to extract the list.
• Access to document proformas to be used
• Link to the latest version of this Management Procedure
• Seach through all approvers and appraisers, user delgates and project managers
Internal approvers and apprasiers (whom have Cadent windows accounts) will have full access to
view all technical changes on the system.
External approvers and appraisers will be able too:
• Have access to only the G17 technical changes they are nominated on, for a period of 30
days from initial nomination. The project manager will need to reset the approvers and
appraisers access should they not complete there actions within 30 days.
• Upload comments response reports for the Project Manager to view and edit
• Digitally sign off on technical changes
• View all documents uploaded and associated with the technical change
Note that once the approver or appraiser signs off on the technical change, access will be lost to
the G17 technical change, and only granted again if further approval and appraisal is required.
Documents cannot be removed once uploaded to the system.
Installers and commissioners will have access to the specific technical changes linked to there
email accounts for 30days from first notification by a project manager. If the time period lapses,
then the project manager can re-send a notification.
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10.3 Access
Below is the website address to access the system:

https://g17.azurewebsites.net

When an approver, appraiser, installer and commissioner is nominated within a technical change
for the first time, they will be sent two separate emails:
1) First email will contain the access link to the specific G17 technical change and basic details of
the change.
2) The second email will contain an autogenerated (non-changeable) password which can be
used.
Once associated with a change, if then associated with another, the same password will apply to
access all technical changes involved within.

The super user for the G17 MoC system will be the A2B PSSR team. Please contact for help or
advice: A2B.PSSR@cadentgas.com

10.4 Internet browser optimisation

The G17 MoC system works best on a Google Chrome browser. The zoom should not be set
higher than 90%.

10.5 Completed G17 technical change packs pre-Jan 2020

It is the intention, that all completed and closed G17 techncial changes pre-January 2020 are to be
populated within the G17 digital MoC system, and to make these technical changes searchable
and viewable. Contact the A2B PSSR team for further information.

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11. Project Manager Competance for Managing Technical Changes

11.1 Basic Training and Expectations

Before being granted full access to the G17 MoC system, prospective project managers shall
attend a G/17 Management of Change awareness course where the following will be delivered:
• The minimum requirements of this management procedure, including project managers
responsibilities in regards to change management.
• An exercise to familiarise themselves with the G17 MoC System.
All attendees must undertake and pass (with 100% score) an assessment with view of testing
prospective project managers with knowledge of this management procedure.
Network engineers and supervisors, shall only take the role of project manager if they have the
competence and experience to understand the requirements of the technical changes. The
responsibility to ensure this is obeyed is with the prospective project manager and their line
manager.
If prospective project managers pass the assessment, they shall be given access to intiate
changes on the G17 MoC system.

11.2 Refresher training

Refresher training shall be undertaken every 3 years under via CBT (Computer Based Training).
[As of January 2020, this training is under development].

11.4 Continuous Monitoring

The performance and quality of technical changes submitted by Project Managers will be
monitored by the A2B PSSR team within Engineering Services.
Project managers who continually show poor performance in complying with this management
procedure will have their access revoked with a reassessment of basic competency necessary.
The performance of approvers and appraisers shall also be monitored.
Ecamples of poor performance are:
• Records submitted for update being of poor quality or inaccurate
• G17 technical change management packs being submitted to the User incomplete or of
poor quality (i.e. not documenting the change clearly, non-compliant)
• Response reports not being populated

11.5 Non-compliances
Non-complaince to this management procedure must be reported to the A2B PSSR team within
engineering services (A2B.PSSR@cadentgas.com).
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APPENDIX A - REFERENCES

This Policy makes reference to the documents listed below:

International Standards
ISO 9001 Quality Manahement and Quality Standards
Institution of Gas Engineers & Managers
IGEM/GL/5 Plant Modification Procedures
IGEM/SR/25 Hazardous Area Classification of Natural Gas Installations
Internal
GD/PL/PSR/5 Major Accident Prevention Document
GD/PL/MAINT/99 Maintenance Policy for Gas Transmission and Distribution Assets
GD/PL/RE/1 Policy for the Capture, update, and retention of Engineering asset records
GD/PM/GR/2 Management Procedure for The Control of Engineering Standards
GD/PM/PS/3 Management Procedure for Ensuring Compliance with the Pressure
Systems Safety Regulations 2000 for Gas Pressure Systems
GD/PM/G/19 Management Procedure for Application of Model Design Design
Appraisals.
GD/PM/INS/9 Management Procedure for Functional Safety in Safety Related Systems
GD/PM/STC/1 Management Procedure for Safety and Technical Competency
GD/SP/HAZ/9 Management Procedure for the Application of Formal Process Safety
Assessments and Environmental Assessments During Engineering
Design Phases
GD/SP/HAZ/14 Management Procedure for Gas Distribution Formal Process Safety
Assessment Studies
UK Legislation
- The Health and Safety at Work etc Act (HASWA)
SI 2015/51 The Construction (Design & Management) (CDM) Regulations
SI 1989/635 The Electricity at Work Regulations
SI 1996/825, The Pipeline Safety Regulations
SI 2003/2563 (Amendment)
SI 2015/483 The Control of Major Accident Hazards Regulations
SI 2002/2776 The Dangerous Substances and Explosive Atmospheres Regulations.
European Directives
97/23/EC Pressure Equipment Directive
2006/42/EC Machinery Directive
94/9/EC Also known as ATEX 95 or the ATEX Equipment Directive. Applies to

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GD/PM/G/17 35 of 55

equipment and protective systems used in potentially explosive

atmospheres.
99/92/EC Also known as ATEX 137 or the ATEX Workplace Directive. Applies to all
operators and employees whose processes use or produce potentially
explosive atmosphers.
Others
L122 Safety of Pressure Systems (HSC)
L138 Dangerous Substances and Explosive Atmospheres
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APPENDIX B - DEFINITIONS

A relational database managed by the CDA holding Appraisers and

Approvers for all disciplines registered to undertake new works and
CDA Register modifications on the Company’s gas systems.
DNVGL are the CDA who currently manage this database. The database
is called ‘MyCDA’.
Appraisers of all disciplines should ensure that the Designer has
considered their CDM duties by reviewing the overall safety of
construction, operation, maintenance (including cleaning) and eventual
CDM Duties decommissioning and demolition of the works. These regulations place
duties on clients, designers, contractors and principal designers and
principal contractors to ensure that health and safety is taken into account
during all stages of the construction project.
Capability to perform satisfactorily an assigned function by appropriate
training in the methods and equipment to be used, and related experience
Competence and accomplishments including professional / industry certifications and/or
licenses. The combination of skills, knowledge and understanding to
perform consistently to the standards expected.
The Competent Design Authority (CDA) is a body appointed by the
Competent Design Company having responsibilities for the assessment of Design
Authority Organisations and Appraisers and who may exercise controls within the
design acceptance process.
The Commissioning Engineer is an Engineer within the Company or within
Commissioning
an external organisation with the relevant competencies and authority to
Engineer
commission and put systems into use.
This phase may be defined as the stage where the most practicable ideas
and working principles for the project are selected from the Feasibility
Study. The Conceptual Study defines the minimum level of detail needed
to develop the preferred solution to a problem. HAZOPs, HAZIDs and
Conceptual Study other safety assessment studies may be undertaken at this stage and
Safety Integrity Levels (SIL) allocated to the safety functions as
appropriate. The requirement for a Conceptual Study is dependent upon
the project's complexity and/or the User’s need to identify commercial
benefits.
The Appraiser is an Engineer with the relevant competencies to appraise
design work in a specified discipline(s). The Appraiser shall be
Design Appraiser
demonstrably independent of the work to be appraised. Appraisers shall
be nominated through the project plan or in writing to the Project Manager.
Undertaken by the Design Approver to ensure that the Design Output
Package is in compliance with the Company’s requirements, the Design
Design Approval Brief, design codes, legislation, and standards and is safe. A numerical
and quantitative design approval should be undertaken for each
engineering discipline.
Design A summary of the Approver’s/Appraiser’s assessment of the design output
Approval/Appraisal package. See examples in Appendix G.

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Report The Approver/Appraiser shall produce a report of the Design

Approval/Appraisal, detailing all his/her comments, graded according to
the following criteria:
A. Integrity: comments under this category have system integrity or
code compliance implications and shall be resolved within the
Design Approval/Appraisal procedure.
B. Design: comments under this category relate to aspects of the
Design. These comments are raised to highlight an issue which the
Appraiser considers should be addressed.
C. General: comments under this category will include minor points of
interest raised for information purposes. The adoption of this
category of comment will be at the Project Manager’s discretion.
All comments should be relevant, justifiable and objective in terms of
compliance with Codes, Standards, and Specifications etc.
This report will be signed by the Approver/Appraiser and issued to the
Project Manager for onward transmission to the Designer.
Department Teams and individuals within those teams responsible for updating core
Delegates systems with Company asset records, drawings and documentation.
Is an Engineer with the relevant competencies (in specified discipline(s)) to
technically approve new works, design and modifications. Principally to
check;
• Design compliance with scope of works, code and Company
specifications
• Design can be constructed and maintained safely
• Consideration of the operational and maintenance requirements for
Design Approver
all plant and equipment. This is essential in all designs as required
under CDM.
• All (100% of) design details, drawing markups, assessments,
calculations are correct
• All management of change documentation is complete
The Design Approver takes on the majority of legal ownership / liability for
the works
The Design Brief is a descriptive statement, which outlines the project-
preferred solution The Project Manager ensures that the Design Brief is
produced. The Design Brief shall be agreed by the User or their nominated
Design Brief representative prior to issue. HAZOPs, HAZIDs and other safety
assessment studies may be undertaken at this stage, and Safety Integrity
Levels (SIL) allocated to the safety functions where appropriate. A Design
Brief is required for all projects.
A Design Check shall be carried out to ensure the detailed design is in
compliance with the Company’s requirements and are suitable for
Design Check approval. Checking should be carried out within the Design Organisation
which produces the Design, by a person other than that who carried out
the design (independent).

Design The person or organisation who undertakes the detailed design of a

project. The approver or appraiser may be apart of the design
Organisation organisation.
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A Design Output Package is the set of checked and approved drawings,

calculations and other detailed design documentation required for the
Design Output specification and construction of the Asset. Checking and approval shall be
Package carried out within the Design Organisation, which produces the Design
Output Package. A schedule of the documents in the package shall be
included.
The designer ensures that the design is developed and is consistent with
Designer the Design Brief, legislation, standards and all aspects of the contract. The
designer shall clearly present the design output package including
specifications, drawings, calculations and other relevant documentation.
This is the process of developing the required drawings, calculations and
associated documentation to achieve the objectives of the Design Brief.
Continued refinement of the design is a feature of this phase, but no major
changes should be necessary. However, if any major changes are
Detailed Design required, they shall be discussed and agreed with the User. Safety and
Design Assessment Studies shall, where required, also be carried out at
this stage (HAZOP/ HAZID etc.) Detailed design is required for ALL high
risk projects. On completion of the detailed design the design shall be
appraised and frozen. Any changes to the detailed design thereafter shall
be subject to a Design Appraisal.
A change from the requirements of an Engineering Document. The original
Deviation requirements of the document shall be adhered to until a deviation is
approved following the GD/PM/GR/2 Management Procedure.
An emergency is any situation which has, or could result in, a gas release
Emergency or loss of containment or where the safety of the public or personnel could
be affected.
The Feasibility Study identifies a number of solutions to the project
requirements, with appropriate cost/benefit analyses for further
consideration by the Company. Some of these ideas will be unsuitable for
Feasibility Study development and will be discarded before the next stage. Hazard
Identification Studies (HAZID) and other safety assessment studies need
only be undertaken at this stage as appropriate to support any cost/benefit
issues. The need for a Feasibility Study is dependent upon the User’s
requirements.
G/17 Management A web based platform used for facilitating technical changes from initation
of Change (MoC) through to closure. This includes storing closed records and being able to
System track existing open records.

The Impact Assessment is the IA1 or IA2 form in Appendix F which is

completed by the Project Manager to determine the extent of any
Impact associated hazard that may be involved as the result any change or
Assessment modification. The result of the Impact Assessment will determine whether a
further assessment or Design Appraisal is required. The Impact Assessment
outcome shall be agreed by the User.
Impact The Impact Assessment Approver checks and approves a completed
Assessment Impact Assessment when the Project Manager does not meet the criteria
Approver specified in Appendix D.6.

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Initiator The person within the Company who starts the G/17 process, now called
the Project Manager.
The person or organisation who undertakes installation, inspection,
Installer testing and commissioning activities
Note: The Design Organisation and Installer may be the same company
Where the replacement part, device, system, make, model and
functional specification is fully compatible with the existing equipment,
Like for Like
the specification of the replacement part etc. is identical to the existing
specification and you have the documentation to prove it is identical.

A Major Project is one where the level of design detail is significant and
requires in depth checking and approval. Scrutiny and documentation
are substantial in order to achieve the desired goal in a safe, reliable and
efficient manner. Major Projects can be single discipline based but
Major Project because of the complexity of the works and the potential for non-
compliance with a code are required to follow the full G/17 Design
Appraisal process.
Appropriate levels of assessment for safety, health and environment
shall be carried out prior to approval.

The Medium Risk Design Approver is an Engineer with the relevant

competencies to approve a design that has been classified as medium
risk following the Impact Assessment. The Medium Risk Design
Medium Risk Approver ensures that the design meets the requirements of the Design
Design Approver Brief, legislation, standards and is safe. Medium Risk Design Approvers
do not need to be registered on the G/17 database register of
Approvers/Appraisers but do need to meet the experience and
qualification criteria in Appendix D.6.

A simple modification that does not impact the overall design criteria of
the asset or the safety of the site. Minor modifications are classed as a
Minor Modification
medium risk project. An example of a minor modification is changes to
vent pipework or minor E&I work classified in BS 7671.

A suite of model Design Appraisals has been produced by the CDA

which provide pre-appraised standard designs for a selection of
commonly undertaken company repair and modification works. These
Model Design Appraisals are generic in nature and are intended to
reduce the work required each time the standard design is used. It is,
however, essential that the specific application of the standard design
is appraised on each and every occasion and the site-specific Design
Model (“Generic”) Appraisal shall reference the model Design Appraisal. See
Design Appraisals GD/PM/G/19 for further guidance.
These Model Design Appraisals may only be used where there is a
100% match with the parameters detailed in the Model Design
Appraisal. Any variation from the match will require a full GD/PM/G/17
submission for the whole of the works being undertaken.
An example of a Model Design Appraisal is for a standard connection to a
< 7 barg pipeline. The mechanical connection design, specifications and
materials need not be appraised each time, but the application of the
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standard design shall be appraised to ensure that the standard design is

not being installed on an inappropriate class of pipeline.

The individual having the responsibility for the management of the

technical change throughout all the stages outlined in this
management procedure. The Project Manager ensures that the project
progresses through all of its stages from the initiation stage to the final
commissioning stage, and that all of the relevant drawings, test results
Project Manager
and paperwork are available for the User. This including reviewing the
risk assessments and obtaining User agreement on the result of the
assessment, making available G/17 supporting documentation,
ensuring the update of core system records and closing out of the G/17
technical change

An item, part or equipment that meets the original design specification

of the item being replaced. Not an exact replacement but performs the
same function as set forth by meeting the original design specification.
Replacement in The alternative shall not in any way adversely affect functionality,
Kind (RIK) reliability or safety of that item or related items. Replacement in kind
falls under a medium risk project. An example of replacement in kind is
equipment which is a manufacturer’s replacement but is not the same
as the original because it is no longer manufactured.

Where a self-lay/third party asset is offered for adoption, compliance

with the GD/PM/G/17 process during the design process will make
acceptance easier because the technical Design Appraisals will have
been carried out. The eventual User within the Company should
Self-Lay/Third
advise the Self-Lay Organisations of this requirement and also of the
Party Assets
need for Appraisers to be acceptable to the company. The company
uses external service providers to undertake Design Appraisals. Self
Lay Organisations may consider the use of these service providers
but shall make their own commercial and contractual arrangements

Compliance with this Management Procedure can be simplified when

new works are undertaken to standard designs. In such situations the
standard design shall be submitted under this Management
Standard Designs Procedure, together with a statement regarding the specific scope of
application. Where standard designs have been approved and
appraised (Model Design Appraisal), the User shall ensure that the
conditions of the design approval are satisfied.

The User is a person representing the Company who is responsible

for the use of the GD/PM/G/17 process and grants acceptance for the
work to be undertaken. The specific duties of the User with regard to
User
pressure systems are described in GD/PM/PS/3 ‘Management
Procedure for Ensuring Compliance with the Pressure Systems Safety
Regulations 2000 for Gas Pressure Systems’.

Specifies what parts of the system are to be examined, the nature of

Written Scheme of
any examination, the preparatory work required, if any, the frequency
Examination
of examination, critical dates and the name of the Competent Person
(WSoE)
as defined in PSSR.

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GD/PM/G/17 41 of 55

Disciplines

Defined as a form of protection against corrosion utilising electrical

power. Cathodic Protection is an essential component in ensuring the
Cathodic integrity of the gas transportation system. It is therefore intended that
Protection CP Design Appraisal should be included within both the mechanical
and electrical Design Appraisals, as aspects of each discipline impact
upon the integrity of CP design.

Defined as the design and construction of all civil and structural

elements which protect, support or enclose the pressure-containing
elements, or their supporting equipment, to ensure that they are able
Civil/Structural
safely to resist the forces to which they may be subjected, along with
the suitability and capability of the soils to support such civil and
structural elements without causing any detrimental effects.

Defined as the design, installation, testing and commissioning of all

electrical and instrumentation equipment, plant and systems which
protect and support production, transmission, distribution and storage
installations.

Electrical & All electrical work (design, installation, testing and commissioning) shall
Instrumentation comply with The Electricity at Work Regulations (1989). The
Regulations cover all electrical equipment, which includes switchgear,
control panels, distribution boards, electrical accessories, portable tools
and equipment and cables. The Regulations apply to all electrical
systems including portable generators, batteries and instruments
containing or operating from a source of electricity.

Defined as the physical processes applied to the gas during

transportation. This will include filtration, pre-heating, metering, Local
Gas Treatment, pressure regulation and expansion, compression,
Gas (Process)
metering, and other processes. It is not intended that it should include
Engineering
the physical availability of the gas supply for a particular application –
this is the reserve of Asset Planning and System Operation and is not a
design issue.

Defined as the pressure-containing plant, equipment, pipe work, etc.

Mechanical
which form the physical pressurised system.

Defined as the Hazard and Reliability aspects of gas transportation, e.g.

COMAH, Risk Analysis and Assessment, HAZOP, HAZID, HAZCON
etc. It is not intended, nor is it possible, that this should include day-to-
day site-specific safety issues such as scaffolding and excavation
Safety registers, lifting equipment certification, COSHH etc. See the end of this
Engineering section for general CDM duties. Guidance is given in GD/SP/HAZ/9
‘The application of Formal Process Safety Assessments During Design
Phases’ on the decision making process used to determine when it is
appropriate to complete a formal risk assessment and hazard
identification exercise.

Software Defined as the design, installation, testing and commissioning of all

software for electrical and instrumentation equipment, plant and
GD/PM/G/17 42 of 55

systems which protect and support production, transmission,

distribution and storage installations. All software contained within
instrumentation and electrical system should be appraised and
approved by a registered person.

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APPENDIX C - Assessment of Design Organisation

C.1 Organisation
An assessment shall be made of the size and nature of the Design Organisation. This shall
include:
a) the number of people engaged in each technical discipline allocated to the particular project
b) the levels of competence and experience of those personnel
c) communication process between technical disciplines and inter-discipline checking
d) responsibility chain
e) Maintaining training and competency levels.
C.2 Management of Design Approvers
An assessment shall be made of the Design Organisation's systems for ensuring the competence
of Design Approvers. This shall include processes for:
a) assessing staff technical competence
b) Maintaining technical competence on an on-going basis (e.g. evaluation of development
needs, training).
C.3 Work Management
An assessment shall be made of the Design Organisation's processes for work management
including:
a) compliance with ISO 9001
b) project management, work planning and control
c) allocation of sufficient competent resource at the required time
d) use of specialist technical expertise
e) change management
f) Ability to cope with varying resource demand.
C.4 Design Process
An assessment shall be made of the Design Organisation's procedure. In particular, the following
shall be confirmed:
a) level of understanding of key/selected personnel of this Management Procedure
b) which personnel are responsible for ensuring statutory and design code requirements are
met, good engineering practice is followed, the design meets the design specification and is
fit for purpose
c) the steps taken to incorporate operating experience in the design
d) the steps taken to ensure cost effectiveness of the design, capital, lifecycle
e) checking procedure
f) Access to standards and specialist technical support.
C.5 Computer Facilities
In all cases the following shall be confirmed:
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a) There is a software management system, which ensures that only fully validated
programmes are used for production work and that latest versions are satisfactorily
introduced. A record should be kept of the validation process
b) Users are suitably trained and training records are maintained.
Available software acceptable to the Company shall be identified.
C.6 Client Involvement
The Design Organisation shall demonstrate the processes for client involvement and approval.
This shall include identifying what is done to ensure (and who is responsible for ensuring) that:
a) client requirements are understood and tested for feasibility/optimised
b) adequate information for design is available
c) codes, standards and “good engineering practice” are agreed
d) the client is involved during design (client approval stages)
e) Client understanding of the key design issues during design development is facilitated.
C.7 Design Sub-Contractors
The contract shall identify under what circumstances design is sub-contracted. The Design
Organisation shall confirm how design sub-contractors are selected, and what is done to ensure
that the work from design sub-contractors is technically correct, compliant with codes and statutory
requirements, fit for purpose and meets the clients' requirements.
Design sub-contractors shall only be used with the prior agreement of the Company
C.8 Vendors
The Design Organisation shall confirm the processes for procurement, including vendor selection,
how the quality/fitness for purpose of products/services from vendors is ensured and how material
selection is controlled.
Vendors shall be agreed with the Company at the start of the contract and shall be on the Qualified
Vendors Directory to supply design services.

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APPENDIX D - Assessment, Appointment and Audit of Approvers and Appraisers

D.1 Types Design Approvers and Appraisers

There are three type of design approvers and appraisers. These are:
- Un-restricted
- Company Restricted
- Medium risk only

Unrestricted
Un-restricted approvers and apprasiers have passed a assessment by a nominated CDA to
approve or appraise designs of any nature or complexity for their particular discipline (subject to
any special limitations). These individuals are generally able to approve or appraise designs
across all GDNs.

Restricted
Restricted approvers and apprasiers have passed an internal Cadent Assessment (held by a
CDA) and demonstrated their ability to approve and appraise small ‘high risk’ projects or designs
within their designated disciplines. Company restricted approvers/apprasiers are only able to
conduct reviews for Cadent and are removed from the CDA database if they depart the Company.
The process for becoming a restricted is as below:
• Contact the Engineering Manager - Assurance & Compliance (>2barg) with your CV.
Arrange a meeting to discuss if experience or competency meets requirements expected
from an internal approver and appraiser.
• Determine the categories wished to be assessed on:
o Pressure Reduction Station Equipment
o Piping modification on AGI
o Pig Trap installation and Bridle Pipework
o Pipeline and pipework damage and defect repair
o Stoppling operations and equipment
• Undertake an initial mock assessment with the Engineering Manager - Assurance &
Compliance
• The Engineering Manager shall nominate the individual to a CDA when assessed to be at
the desired competency.
• Undertake the assessment with the CDA
The assessment has been produced using requirements from unrestricted assessment
requirements.

Medium risk only

Medium risk approvers are only able to approve Medium risk designs or projects within their
disciplines. The process for becoming a medium risk approver is as follows:
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• Contact the Engineering Manager - Assurance & Compliance (>2barg) with your CV.
Arrange a meeting to discuss if experience or competency meets requirements expected
from a medium risk approver and appraiser.
• Undertake an assessment with the Engineering Manager - Assurance & Compliance.

D.1 Assessment of Design Approvers and Appraisers

The assessment of potential Approvers and Appraisers (conducted by a nominated CDA) shall
take the following approach:
D.1.1 Interview
The interview aims to assess the individual's competence in the areas listed below. This involves
reviewing past experience to determine the depth of fundamental understanding of the relevant
technical field. Prior to the interview, the candidate shall provide an up-to-date curriculum vitae
(CV) and a training record to the CDA. Prior to, or at the interview, the candidate's Technical
Competence Assessment Forms shall be completed.
The assessment procedure shall include the completion of documentation as follows:
a) A cover sheet with Name, Name of Company, Job Title, Discipline and Qualifications
b) Curriculum Vitae
c) Training records
d) Safety Technical Competencies Assessment Forms for the discipline concerned
e) Assessment of results
f) Any restrictions to the appointment.
The assessment shall include:
a) Knowledge of the relevant design codes and standards
b) Knowledge of the relevant legislation
c) Ability to interpret the above
d) Knowledge of the background to the above
e) Knowledge of the key interface issues with other technical disciplines
f) Ability to deal with Designers where design packages require to be rectified
g) Independence from the particular project
h) Experience in past projects.
D.1.2 Induction into the G/17 Design Approval and Design Appraisal Process
The induction involves making the candidate aware of the objectives and nature of the Design
Appraisal process. This shall follow a set procedure covering the range of problems likely to be
encountered and could include a desktop Design Appraisal and visit to a suitable site
D.2 Appointment of design approvers and design Appraisers
Following the assessment of a candidate, the CDA that carried out the assessment should advise
the candidate and the organisation proposing them of any appointment. The appointment shall be
made in writing stating the Technical Competency Group and any limitations on the type of work.
The appointment to approver and/or Appraiser shall take into account the range of experience of
the candidate, and the appointment shall be restricted to that area.

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D.3 Design approver and Design Appraisal Log

Approvers and Appraisers shall complete a record of all G/17 work with key information (e.g.
Project Manager, Job Description, Disciplines involved, Date submitted, Date required, Date
Design Appraisal completed, Problems encountered and time to complete Design Appraisal). This
record shall be made available to the CDA as required.
D.4 Auditing of design approver and design Appraisers' Performance
A regular audit by the CDA, including a review of Design Appraisal Logs, shall be undertaken to
verify the quality of the Approval or Design Appraisals and provide a means of feedback on best
practice. The frequency of auditing shall be decided by the Company and should be dependent on
the results received from previous audits and the type and quantity of Approvals and Design
Appraisals being carried out.
D.5 Communication between the Company and Design Appraisers
Exchange of information between Design Appraisers and the CDA should be maintained to
facilitate common learning and increase ability and confidence to deal with a variety of issues.
Communications may take various forms, for example, electronic discussion database (e-mail or
internet website), newsletter and a yearly meeting to discuss ongoing development of procedures
and guidelines on the process.
A periodic report shall be prepared by the CDA. Design Appraisers shall be invited to provide
information to form this report, which shall include typical issues facing Appraisers and the most
common questions asked. The report shall include any recommendations for the development of
this Management Procedure.
D.6 Approver and Appraiser Qualifications & Experience (Including Medium Risk3)
The range of acceptable qualifications and experience for each discipline are detailed in the table
below.
Table 2: Qualifications and Experience
Plant type Qualifications1, 4 Relevant experience2

All plant C.Eng 3 yrs experience

I.Eng 5 yrs experience
HNC/HND/BSc 7 yrs experience

1
Qualifications shall be appropriate to the plant type e.g. for the category Electrical and
HNC/HND/BSc etc. shall be in Electrical and Electronic Engineering, specialising in power
systems.
2
Relevant experience means proven design / operational experience at an appropriate level for the
equipment and system Design Appraisal being undertaken. The criteria are outlined in the
Company’s Safety and Technical Competency (STC) management procedure GD/PM/STC/1.
3
Medium Risk design approvers shall meet the above experience criteria but are not required to be
registered on the G/17 database.
4
Where individuals are being assessed as approvers and appraisers for limited high risk scopes
on Cadent jobs only, it is at the judgement of the interviewing panel and Engineering Manager -
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Assurance & Compliance to apply or relax the requirement for formal qualifications. Relevant
operational experience and demonstration of technical knowledge would substitute for formal
qualifaction requirements being necessary.

Additional Guidance
1. All Approvers / Appraisers should have at least 2 years recorded design operational
experience. Design Experience is defined as “undertaking designs”.
2. Approvers / Appraisers involved with designs intended for installation in, or associated with
Hazardous Gaseous Environments, shall have completed a formal training course within the
past 5 years, on “The Dangerous Substances Explosive Atmosphere Regulations”, relevant
British / European Standards and the appropriate use of certified equipment suitable for
operation within such an environment.
3. Approvers / Appraisers of Electrical designs need to have undertaken a formal course
covering the current edition of the Electrical Wiring Regulations and a formal course covering
the “Electricity at Work Regulations”. They should also be able to demonstrate knowledge of
other relevant regulations, standards, codes of practice and company procedures.

D.7 Removal from the G/17 Register

If the registered person requests to be removed from the Company’s G/17 Register the individual’s
details will be retained on the register but marked as ‘Left the Company’ for a period of 5 years
then all details will be deleted from the G/17 Register.
Once a year, the CDA will conduct a contact audit through an e-mail to those registered persons, if
the registered person fails to respond to the e-mail, contact will be attempted via telephone, if there
is still no contact the person will be marked as ‘Left the Company’ and no further attempts made to
contact the registered person. If within 2 years the registered person contacts the CDA and
provides new contact details the registered person shall be reinstated. Any contact after the 2-year
period the person shall be reassessed before being reinstated. If no contact after 5 years the
registered person shall be removed from the G/17 Register.
Every 5 years every registered person shall be reassessed, any refusal shall result in the
registered person being marked as ‘Left the Company’ and will be removed from the G/17 Register
after another 5 years.
If a registered person is marked as ‘Left the Company’ that person can no longer conduct either
Design Approvals or Design Appraisals.
If feedback suggests that the registered person is not demonstrating the required level of
competence, the User can request the CDA to remove the registered person from the register
either permanently or temporarily.

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APPENDIX E - RISK IMPACT ASSESSMENTS

F.1 Low Risk Impact Questions (Across all applicable technical disciplines)

• Is the change a true Like for Like (i.e. same make, manufacturer, size)?
• Do you have evidence that the change is a true Like for Like (i.e. comparative datasheets,
confirmation from manufacturer)?

F.2 Mechancial Risk Impact Questions

• Is the work classified as a Major Project contract for a new pipeline, diversion or above
ground installation?
• Will the work potentially increase noise levels above occupation limits or environmental or
planning limits?
• Does the work require formal statutory notification under PSR or any Planning Consent?
• Will the work extend the hazardous area and/or impact on other equipment or extend the
hazardous zone outside the site?
• Does the modification or repair affect or alter any of the statements in Safety Reports?
• Will there be a change in process condition which is outside the normal operating
parameters?
• Are there changes to the operating methods, start-up procedures, emergency procedures
etc.?
• Will the work involve modification/installation of pipework (excluding small bore impulse,
sealant or vent pipework)?
• Is the equipment to be installed, replaced or modified detailed in Section 2 of the Written
Scheme of Examination (WSoE)? This excludes replacement for like changes for bursting
discs and bursting disc carriers.
• Will the work involve changes to a Primary Protective Devices impulse pipework (excluding
like for like)?
• Will the work impact on the flexibility and/or stress analysis of pipework?
• Will the work involve welding to a vessel containing high pressure hazardous substances?
• Does the work affect a Safety Instrumented Function?
• Will the work involve a new utility, (electricity, steam, nitrogen, air, gas supply)?

F.3 Electrical Risk Impact Questions

• Is the work classified as a Major Project (Refer to G/17 definitions)?

• Will the work extend the hazardous area and/or impact on other equipment or extend the
hazardous zone outside the site boundary?
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• For example will the work involve modification or installation of pipe work (excluding small
bore impulse)?
• Will there be a change in process conditions which are outside the normal operating
parameters? (e.g. changing an actuator from remote to local or modifying flow control
systems).
• Does the work affect a Safety Instrumented Function?
• Are there changes to the operating methods, start-up procedures, emergency procedures
etc.?
• ATEX Certified Equipment:
o Is the current SR/25 or HAZ/3 drawing unavailable?
o If the new equipment certificate number has an ‘X’ (e.g. BAS09 ATEX1234X), does
the ‘special conditions of use’ require a deviation from the normal installation,
operation or maintenance procedures?
o Is the new equipment unsuitable for the hazardous zone in which it will be installed?
o Are the cable glands unsuitable for the method of protection?
• Will the work involve a new DNO supply?
• Will the work affect the existing earthing arrangement?
• Will the work involve installation of a new distribution fuseboard?
• Will the work require any electrical protective devices to be resized, settings adjusted,
altered from the original design in a way that will increase the original protection rating?
(i.e. Fuses, circuit breakers, RCDs)
• Will the work involve the installation of any individual equipment with a load requirement
greater than 10A?
• Will the work involve the installation of any new single phase circuit with a total load
requirement greater than 10A?
• Will the work involve the installation of any equipment with moving parts with a load
requirement greater than 300 W? (i.e. motors)
• Will the work involve the installation of additional motorised valves and valve actuators?
• Will the modifications involve working on a DC system above 120 V?

F.4 Instrumentation Risk Impact Questions

• Is the work classified as a Major Project (Refer to G/17 definitions)?

• Will the work extend the hazardous area and/or impact on other equipment or extend the
hazardous zone outside the site boundary?
• For example will the work involve modification or installation of pipe work (excluding small
bore impulse)?
• Will there be a change in process conditions which are outside the normal operating
parameters? (e.g. changing an actuator from remote to local or modifying flow control
systems).

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• Does the work affect a Safety Instrumented Function?

• Are there changes to the operating methods, start-up procedures, emergency procedures
etc.?
• ATEX Certified Equipment:
o Is the current SR/25 or HAZ/3 drawing unavailable?
o If the new equipment certificate number has an ‘X’ (e.g. BAS09 ATEX1234X), does
the ‘special conditions of use’ require a deviation from the normal installation,
operation or maintenance procedures?
o Is the new equipment unsuitable for the hazardous zone in which it will be installed?
o Are the cable glands unsuitable for the method of protection?
• Will the work result in a Remote Telemetry Unit (RTU) minor configuration change that will
impact on alarm handling processes or control functionality?
• Have any of the ‘IS Safety Parameter’ checks failed for each piece of equipment in the
loop? (I.S. Equipment only)?
• Will operating parameters be affected by this modification / upgrade? (i.e. Instrument
calibration range)?

F.5 Software Risk Impact Questions

• Is the work classified as a Major Project (Refer to G/17 definitions

• Will the work extend the hazardous area and/or impact on other equipment or extend the
hazardous zone outside the site boundary?
• For example will the work involve modification or installation of pipe work (excluding small
bore impulse)?
• Will there be a change in process conditions which are outside the normal operating
parameters? (e.g. changing an actuator from remote to local or modifying flow control
systems).
• Does the work affect a Safety Instrumented Function?
• Are there changes to the operating methods, start-up procedures, emergency procedures
etc.?
• ATEX Certified Equipment:
o Is the current SR/25 or HAZ/3 drawing unavailable?
o If the new equipment certificate number has an ‘X’ (e.g. BAS09 ATEX1234X), does
the ‘special conditions of use’ require a deviation from the normal installation,
operation or maintenance procedures?
o Is the new equipment unsuitable for the hazardous zone in which it will be installed?
o Are the cable glands unsuitable for the method of protection?
• Will any new ISAGRAF unproven software be required in the RTU configuration file?
• Unable to adhere to the approved Management Procedure for modifying the configuration
of a Company approved telemetry system? (i.e. INE/013, INE/014 or INE/015).
GD/PM/G/17 52 of 55

F.6 Civils / Structural Risk Impact Questions

• Does the modification include any new supports for pressure containing equipment?
• If limited to the repair of a support for pressure containing equipment, is the repair
structural?
• Will the works be in contact with or in close proximity that could cause detrimental effect of
any mechanical/pressure containing equipment?
• Do the works involve a soil retaining or geotechnical structure (e.g. retaining wall,
foundation, slab) which supports or could interact with any mechanical/pressure containing
equipment?
• Do the works include a new building or structural repairs to a building that does, will or may
in future contain pressurised equipment?
• Are the works related to ISS projects?
• Are the works part of a major project contract for a new pipeline, diversion or new above
ground installation?
• Do the works require formal Planning Consent?

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APPENDIX F - KEY CHANGES

Revision Amendments
Document editorial update. Content revised with minor
January 2020 amendments including for new G17 digital system
GD/PM/G/17 54 of 55

DOCUMENT CONTROL - Document Reviewers

Name Position Date

Raj Chatha Engineering Manager - A&C 21/01/20

Luke Hollis Policy Engineer 21/01.20
Kay Conway CDM Specialist 21/01/20
Paul Eaver Network Engineer 21/01/20
Mark Thornton Project Manager TBC
Peter Wainwright Integrity Engineer TBC
Eugene Kobani E&I Engineering Manager TBC
Marcin Gwozdz Integrity Engineer 21/01/20

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