Tubular Handling Appraisal Form

TUBULAR HANDLING APPRAISAL FORM
Rig Name Type of Rig Owner Year of Manufacture Drilling Contractor Sheet Completed By Position Checked By Position Date Completed
Highlight each cell for input or right click a cell to view the guidance notes
SUMMARY FORM
Can space be made available? (Y, N or E) What is the structural impact? (H, M or L)
Version 3.3 22th August 2005 imc What's the impact on maintenance offshore? (H, M, L) Risk mitigation measures, recommendations and reasons
Derrick
Derrick Crane Derrick Crane Pipe Racking System Tuggers Tuggers Tuggers Finger Board Finger Board Offline Tubular Building Man Riding Non Manriding Dual Use Mechanised Finger Board Manual Monkey Board Telescopic Stabbing and Basket Vertical Hoist Type Stabbing Basket
Rig Floor
Iron Roughneck Slips Slips Slips Slips Dog Collar Elevators Elevators Elevators Casing Stabbing System Stabbing Arm Mouse Hole Mouse Hole 2 Automatic Thread Doper Top Drive Pipe Spinners Hydraulic Cathead Rotary Table Drawworks Auxiliary Braking System Block Control System (KEMS) Battery Backup System Crown and Floor Saver Systems Pick Up/Lay Down Machines Mud bucket V Door Pick Up/Lay Down Machine Drill Pipe Drill Collar Tubing Drill Pipe Drill Collar Casing Tubing
Pipe Deck
Riser Handling System Gantry Crane Knuckle Boom Crane Pipe Deck Pipe Transfer Machine Pipe Conveyor Catwalk Tugger Electronic Pipe Measuring Device
Other Handling Tasks/Equipment
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Would there be an issue with rig interfaces? (H, M or L)
Can benefit be achieved by working practices? Y or N
Difficulty of installation? (H, M or L) Whats the impact on competency assessment? (Y or N) Whats the training impact offshore? (H,M,L)
Whats the training impact onshore? (H, M, L)
Frequency of use? (H,M,L) N=Not Applicable
Current situation additional information
Are utilities available? (Y, N, T or U)
Safety benefit (H,M,L)
Current situation?

0 0 0 0 0 0 0 0 0 0
Rig Name Type of Rig Owner Year of Manufacture Drilling Contractor Sheet Completed By Position Checked By Position Date Completed
ADDITIONAL DATA SHEET

Operational Program Additional Information
Version 3.3 22th August 2005 imc
Highlight a cell to show the appropriate data entry dialogue box
Risk Mitigation Measures
Recommendations
Reasons
Derrick
Derrick Crane Derrick Crane Pipe Racking System Tuggers Tuggers Tuggers Finger Board Finger Board Offline Tubular Building Iron Roughneck Slips Slips Slips Slips Dog Collar Elevators Elevators Elevators Casing Stabbing System Stabbing Arm Mouse Hole Mouse Hole 2 Automatic Thread Doper Top Drive Pipe Spinners Hydraulic Cathead Rotary Table Drawworks 0 0 0 Telescopic Stabbing and Basket Vertical Hoist Type Stabbing Basket 0 Man Riding Non Manriding Dual Use Mechanised Finger Board Manual Monkey Board 0
Rig Floor
0 Drill Pipe Drill Collar Casing Tubing 0 Drill Pipe Drill Collar Tubing 0 0 0 0 0 0
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Highlight a cell to show the appropriate data entry dialogue box Auxiliary Braking System Block Control System (KEMS) Battery Backup System Crown and Floor Saver Systems Pick Up/Lay Down Machines Mud bucket Riser Handling System Gantry Crane Knuckle Boom Crane Pipe Deck Pipe Transfer Machine Pipe Conveyor Catwalk Tugger Electronic Pipe Measuring Device 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 V Door Pick Up/Lay Down Machine 0
Risk Mitigation Measures
Recommendations
Reasons
Pipe Deck
0 0 0 0 0
Other Handling Tasks/Equipment
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Tubular Handling Appraisal Form Help

Macro Macro Security Security Problems Problems This spreadsheet This spreadsheet requires requires that that macros macros are are enabled enabled in in order order to to function function correctly. correctly. If If you you think think that that the the spreadsheet spreadsheet is is not not working working the the way way it it should should then then you you can can test test if if the the macros macros are are enabled enabled by by pressing pressing the the [Return [Return to to Form] Form] button button at at the the top top of of this this screen. screen. If If you you are are returned returned back back to to the the main main form form then macros macros are are enabled. enabled. If If clicking clicking on the button does not return you you to to the the main main form form then then it it is is probably probably because because macros macros are are not not enabled. enabled. There There are are two two ways ways to to resolve resolve this. this. Standard Formatting 1. or Disable macros when you opened this 1. Did Did you you see a message asking you to choose to Enable Reviewing sheet? sheet? If If the the answer answer is is yes yes then then you you should should close close this this sheet sheet and and reopen reopen and and click click on on Enable Macros when when prompted. prompted. 2. 2. The The Excel Excel macro macro security may be set to High High which which automatically automatically disables disables ALL ALL macros. macros. To To change change this this setting, click on the Tools | | Macro Macro | | Security... Security... menu option, select the Medium Medium security security option option and and click click on on the the [OK] [OK] button. button. You You will will now now have have to to close close Excel Excel and and reopen reopen it it again again and and when when you you open open this this spreadsheet spreadsheet you you will will be be asked if you want to enable or disable macros, please click on Enable Macros when prompted. asked if you want to enable or disable macros, please click on Enable Macros Using Using The The Form When When using using the the form form it it is is possible possible to to get get additional additional help help for for each each question. question. If If the the user user right-clicks right-clicks on on a a cell cell a a popup popup dialogue dialogue box box will will be be displayed displayed offering offering extended extended guidance notes. Data Data Entry Entry Some Some of of the the cells cells have have data data validation validation rules rules attached attached to to them them that that will will require require you you to to provide provide one one of of a preset preset list list of of answers, answers, for for example example Y, Y, N N for for yes yes or or no no or or H, H, M, M, L L for for high, high, medium medium or or low. low. If If you you get get an an error error message message when when entering entering your your answers it will most probably be because your response does not match match one one of of the the preset answers. Some Some cells cells on on the the worksheet worksheet will will popup popup an an extended extended dialogue dialogue box box when when selected. selected. One One example example of of this this is is the the Rig Rig Name Name cell cell at at the the top top left left of of both both the the Summary Summary form form and and the the Additional Additional Data Data form. form. Highlighting Highlighting any any of of the the cells cells in in this this group group will will display display the the data data entry entry input input dialogue dialogue box. box. On On the the Summary Summary form form there there is is a a column column titled titled Risk Risk Mitigation Mitigation Measures. Measures. Clicking Clicking on on this this column column will will popup popup a a dialog dialog box box into into which which risk, risk, recommendation recommendation and and reason reason text text can can be be entered. entered. When When risk risk mitigation mitigation measure measure text text has has been been entered, entered, the the column column will will show "Yes" in each cell where text text has has been entered. You can also view this text by looking at the Additional Data form. been entered. You by looking at the Additional Data form.
170454731.xls Help
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Tubular Handling Appraisal Form Guidance

Background Late 2004, a cross industry Workgroup was formed to look at developing an agreed methodology which would allow duty holders to be able to demonstrate a robust and well-reasoned process to determine the level of tubular handling mechanisation employed on any installation, and to be able to formally justify these decisions using an appraisal tool. This had been prompted by several forums questioning whether increased mechanisation of tubular handling processes could result in better safety performance. Several attempts to fully address the issue had been made in recent times, but none had been entirely successful. The HSE were asked by the Offshore Industry Advisory Committee (OIAC) to formally address this issue and, following discussions with industry representatives during 2004, accepted the recommendation that a cross industry Steering Group and Workgroup be formed to work on developing an agreed appraisal methodology for tubular handling operations. Details of Steering Group and Workgroup participating members are shown below. Guidelines A key objective of this initiative is to assist operators and contractors to identify areas within Tubular Handling Operations which have the potential to be conducted more safely, and to look at the practicalities of reducing manual handling by the introduction of mechanical aids, or changes/amendments to current working practices. Duty Holders continue to voice the view that increased mechanisation does not necessarily lead to a reduction in incident rates, and many would support this view. However, with the mechanisation issue being raised after every incident, everyone agrees that development of a robust methodology for justifying tubular handling equipment decisions is necessary. The HSE consider it unlikely that this appraisal methodology will highlight a requirement for major changes in equipment usage offshore in the immediate future. Conducting an Appraisal Each company should appoint a Team Leader/Project Manager with responsibility to oversee the appraisal on all units owned by the company. Offshore It is recommended that initially an offshore appraisal is conducted with the following personnel participating in the appraisal team: Offshore Installation Manager Rig Superintendent/Senior Toolpusher or Assistant Rig Super./ Night Toolpusher Maintenance Supervisor Deck Foreman or Crane Driver This team of appraisers need not rely solely on their own knowledge and experience, but are encouraged to involve personnel from within their organisation. This could include: Persons with experience Persons with experience Persons with experience Persons with experience Persons with experience Persons with experience
on different installations of different types of installations of working in different countries of working with different drilling contractors in working for different operators in working in different disciplines
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When conducting the Appraisal consideration should be given to how often any given task is performed, any planned future operations for the unit (if known) and what the expected operational life of the unit is. Also the level and detail of the assessment will depend on the extent of any Tubular Handling Equipment that may or may not be installed on the unit. The Template The attached Tubular Handling Appraisal Form is a tool in template format for Microsoft Excel which has been developed to allow users to formally document the factors leading to the choices of equipment and level of mechanisation used on offshore installations. A key element is that the template should be in a user-friendly format, which could be easily completed by offshore personnel during the course of their everyday business. The template is designed to be followed through to a conclusion, however it may identify any possible show stoppers as progress is made through the process. Should a show stopper be identified offshore it should be fully analysed and discussed with the onshore team prior to furthering the assessment. While the template has been developed with the expectation that this will for the most part be completed electronically, an accompanying guidance sheet has been included which should assist users in completing the spreadsheet in paper format when the electronic version (with its enhanced information features) is unavailable. By right-clicking on each cell on the form, a pop-up window provides additional guidance or information. If more than yes/no answers are required, further text should be included in the risk mitigation section. In the top row, after completing the self explanatory rig details, users are asked to consider a number of features which have a direct relevance to mechanisation decisions. These range from frequency of task, availability of utilities, through to competency and maintenance issues. Boxes should be completed for each item of equipment (grouped into categories), according to the questions asked and using the guidance available. An important section allows the user to document recommendations from the assessment of each piece of equipments usage, and the reasons behind these. Risk mitigation measures already carried out should also be noted. Onshore Once completed the appraisal should be forwarded to the Project Manager onshore for review and approval. Some appraisals will require further review and consideration by an onshore team to clarify any outstanding points raised during the offshore appraisal, and decide if any further action is required (e.g. ascertain budget requirements or constraints). The onshore team should include the following disciplines, and should possess the necessary experience and knowledge to deliver a comprehensive appraisal: Project Manager, Drilling Operations, Engineering, Health and Safety The Project Manager shall agree an action plan with the offshore and onshore appraisal teams.
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Appraisals should be carried out for all installations, even those which are non-operational or stacked, and new appraisals should be completed should the installations operational status or work programme change. After Completion Once the template is completed and rig owners have developed any action plan necessary, this should be retained as a reference document. During safety case assessment or incident investigation, the HSE may ask rig owners to use the appraisal tool to demonstrate that the necessary steps have been taken, to justify ALARP practices. It may be considered technically limiting if the costs involved are high and the operational future of the unit is short or available work limited.
A definition of technically limiting could be where additional costs (e.g. these could be shipyard and mooring costs, major structural changes and power generation costs [electrical or otherwise]) accumulate to 100% of the costs of providing new mechanised equipment plus ancillary equipment. Any additional costs in the region of 10%-100% of the cost of new mechanised equipment plus ancillary equipment costs would support arguments from the duty holder that the provision cannot be fully met. If deemed appropriate, the HSE may sample the appraisal, and/or inspect action plan implementation. Acknowledgements Tubular Handling Steering Group Members Mark Burns (Noble Drilling /IADC NSC Chairman 2004) Dominic Cattini (IADC) Margaret Copland (HSE) Michael Griffin (Maritime Hydraulics) Bob Kyle (UKOOA) Jimmy Moore (Diamond Offshore) Chris Ness (GlobalSantaFe/IADC NSC Chairman 2005) Dave Richardson (National Oilwell Varco) Ferdinand Gubler (SSOM) Mohamed El Halimi (DEA) Tubular Handling Workgroup Richie Adams (Maersk Contractors/BROA) John Bowie (Maritime Hydraulics) Ian Clydesdale (GlobalSantaFe) Kenny Dey Billy Gill (National Oilwell Varco) Allan Green (HSE) Peter Mayo (BP) Alan MacLeod (ENSCO Offshore) Wes McDonald (Rowan Drilling) Ian McKay (ENSCO Offshore) Gerry Murphy (KCA Deutag) Martin Nuttall (GlobalSantaFe) Martin Reekie (Shell) Eddie Sarkis (Maersk Contractors) - Workgroup Chairman Richard Tait (Maritime Hydraulics) Tom Whalen (Talisman)
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Steering and Work Group Facilitators Val Hood (IADC North Sea Chapter) Vicky Reid (IADC North Sea Chapter)
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Tubular Handling Appraisal Form Question Guidance

Current Situation Please indicate what the current situation is regarding this equipment. For most equipment, please indicate: Yes=The equipment is onboard, No=The equipment is not onboard For some equipment you will be asked to indicate if the equipment is: A=Automatic, S=Semi Automatic, M=Manual, No=Not Applicable For Drawworks, please indicate: B=Band, D=Disc or Y=Dynamic For Crown and floor saver, please indicate: C=Crown only or CF=Crown and floor. For Electronic pipe measuring device, please indicate: On=Onshore, Off=Offshore Additional Information Where appropriate, please provide additional information about each item of equipment, for example: For winches, please indicate the number of winches onboard. For slips, elevators, pipe spinners and pipe handlers etc, please indicate the maximum size in inches. For Hydraulic Cathead, please indicate the maximum line pull in ftlbs. For auxiliary braking system please indicate water, electric (ElMagCo) or dynamic. Frequency of Please indicate what the frequency of use is for this piece of equipment. Use H=Used daily, M=Several times per fortnight, L=Seldom, once per month or less, N=Not applicable
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Working Practices Consider each piece of equipment separately when answering this column. Consider the item of equipment and its layout, then consider the working practices, procedures and risk assessments used to operate the equipment. Consult all users of the equipment and explore if working practices, procedures or ergonomics can be adjusted to improve the operational safety of this equipment. When considering if benefit can be gained by simply making changes to current work practices, other risks, which may be introduced by the use of new equipment with increased mechanisation, should be taken into account. These risks may include being caught between moving machinery, pressurised hydraulic leaks, more compact areas to work in due to an increased amount of equipment placed in the area, dropped objects due to an increase in equipment being deployed, and operating within the area, and coordination of movements for mechanised equipment and manpower. Consultation with other units within your company which are mechanised may provide operational feedback which may be beneficial to your assessment and final conclusion. Examples of changes to working practices could be BHAs pre-assembled in shore base. The use of tuggers to handle tubulars in the derrick etc. The Step Change booklet Best Practice Guide to Handling Tubulars may also be a source of guidance to assist in any decisions and recommendations made. Y=Yes (If yes, please add your comments to the Risk Mitigation box), N=No
Safety Benefit
Consider each piece of equipment separately when answering this column. If working practices etc. were to be changed in line with suggestions (if any) in previous column or by installing new equipment, what would be the benefit to the safety of your operation and reduced risk to personnel? Prior to deciding on safety benefits each team should research and assess their past safety record in order to determine if the current situation is causing concerns, and if not, this could be taken into consideration when deciding if change is the correct course of action for the unit at this moment. It is recognised that each company will have their own variation of risk assessment procedures and system. However when deciding on safety benefits some very good examples of questions and items for consideration can be located in the Step Change for Safety document "Task Risk Assessment". Review of this document may be of benefit to the team at this point in the appraisal. This risk assessment should be conducted by the team without requiring the involvement of an external agency on a higher level. H=High, implementation of new practices (if any) which have been identified, or further investigations into installation of new equipment is required, M=Medium, introduction of new practices, or equipment may not significantly improve safety or reduce risks. Technically limiting considerations should be further investigated, L=Low, little or no safety benefit by the introduction of new practices, procedures or equipment.
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Space Available Consider each piece of equipment separately when answering this column. If you have determined, from the previous columns, that additional equipment is required then this column is designed to look at how practical it would be to install the desired hardware. Note this section only looks at space. Deck loading is considered in another column. This is just an initial appraisal; in any case a full engineering exercise would be required for any rig modification. Some of the areas to consider would be: Is there the physical space available to install the equipment? Can the equipment be brought to the location easily (there might be the space but not the access) For the installation of new equipment, can the space be made available without compromising any other equipment or aspect of the operation? Y=Yes, this would be an initial appraisal based on the deck space. N=No, there is no obvious way the desired equipment could be installed. E =Engineering work required, there is some doubt about how the equipment would be installed and further engineering work to prove or disprove the concept is needed.
Structural Impact
Consider each piece of equipment separately when answering this column. If you have determined, from the previous columns, that additional equipment is required and there is the space and utilities available, this column looks at the structural impact of the equipment installation. This is just an initial appraisal; in any case a full engineering exercise would be required for any rig modification. With some installations this may be the limiting factor, especially where the jacket loading is already high, where the allowable deck loading is low or where increasing the equipment loading may impact on some other critical factor like maximum allowable forces on the derrick structure (this is especially the case with topdrive installation, for example) Some of the areas to consider would be: Is the existing deck loading capable of taking the additional equipment? Can the installation (jacket, substructure) take the additional load? In mobile rigs the overall effect on stability would need to be included. What is the structural impact? H=High, significant structural modifications required. That would be major additional beams and modification resulting in disruption to the rig operations. M=Medium, spreader beams required. That would be some structural calculations required to prove that the spreader beams would be all that is needed. L=Low, none or very minor structural modifications required. This would be where the additional equipment doesnt exceed the current deck loading.
Utilities Available
If equipment upgrades are identified as the best method of tubular handling, please indicate if the utilities (air, water, electrical or hydraulic) are available. Y=Yes, N=No, T=Temporary power can be used, U=No equipment upgrade identified.
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Difficulty of Installation Please indicate what you consider would be the difficulty of installation. H=High, total shutdown required greater than 3 days, M=Medium, total shutdown required less than 3 days, L=Low, work can be carried out offline Competency Consider each piece of equipment separately when answering this column. If you were Assessment to recommend changes to existing work practices or the installation of new equipment, do you think your personnel are already competent to carry out safe operations with this new practices/procedures/equipment. Some competencies may be operation of the equipment, maintenance of the equipment both mechanical and electrical as well as electronic, PLC, and computer based. Y=Yes, current competency modules adequately cover required standards personnel are already competent to carry out new tasks, N=No, new competency modules will require to be written to cover new requirements.
Offshore Training
Consider each piece of equipment separately when answering this column. When recommending new work practices or the installation of new equipment do you think additional training will be required to be conducted? Consideration should be given to drill crews, deck crews and maintenance crews. This training may include operations, repairs and planned maintenance. H=High, training will be required both on shift and off shift over a number of days, which will impact on rig time. M=Medium, training can be achieved on shift only, and in one shift. L=Low, very little training will be required and this can be conducted during normal operations with little to no effect on rig time.
Onshore Training
Consider each piece of equipment separately when answering this column. What is the time and resource impact for onshore training? This question may require to be assessed by shorebased staff, however offshore staff may contribute by considering if further Electrician and Mechanic training may be required for example in PLCs, computer software, hydraulics, pneumatics etc. And for Drillers Top Drive and PRS Simulator training etc. H=High, more than two days. M=Medium, up to two days. L=Low, less than one day.
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Rig Interface Consider each piece of equipment separately when answering this column. If you have determined, from the previous columns, that additional equipment is required and there is the space, utilities and deck loading available, this column looks at the impact of the equipment generally. Some of the areas to consider would be that: By installing some equipment the use of other nearby hardware would be compromised, that is reduced work area, restricted escape routes; possible conflicts if both machines were to operate simultaneously, etc. Would existing practices be altered. Even if a change is beneficial, a great change in the way the crew works may have an initial impact on operations, safety and performance. Would there be an issue with existing rig interfaces? H=High, requiring changes to other equipment and practices. M=Medium, requiring major changes to existing practises. L=Low, little or no impact. Offshore Please indicate what you consider would be the impact on maintenance offshore. Maintenance H=High, requiring additional staff offshore, M=Medium, requiring more than 3 days onshore training for existing staff, L=Low, can be carried out by existing staff with on the job or offshore training.
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TUBULAR HANDLING APPRAISAL FORM

Other Handling Tasks/Equipment

Would there be an issue with rig interfaces? (H, M or L)

Can benefit be achieved by working practices? Y or N

Whats the training impact onshore? (H, M, L)

Frequency of use? (H,M,L) N=Not Applicable

Current situation additional information

Are utilities available? (Y, N, T or U)

Safety benefit (H,M,L)