bsd gl hal ias 802b control points document

7/18/2019 BSD GL HAL IAS 802B Control Points Document

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IAS Assurance Programs

BSD-GL-HAL-IAS-802B

Rev B

Owner: Chris Chevalier

Approved by: Dennis Lynch

Revision Date: 29-Jan-2015

http://www.halliburton.com/



2FOR INTERNAL USE ONLY

Developing

Solutions

Prepare Resources Mobilize Resources Perform Services

Demobilize

Resources

Complete Reports &

Field Tickets

Review

Performance

• Internal Review & Ac ceptance of

Design of Service Verified by

Develop Solution s Checklist

• Management of change

• Identify customer objectives/

requirements/quality plan, including

contractual agreements

• Develop preliminary DoS including

critical well review, risk assessments,

and contingency plans

• Review and approve developed

solutions output (engineering,

simulations, calculations)

• Material/Equipment Check Section

of Prepare & Mobilize Resources

Checklist Completed

• Required risk assessments completed

• Call Sheet: materials and equipment

check and pre-job lab tests

• Yard: load out requirements; safety

equipment and communication checks

• Location: calibration of testing,

measuring, and detection equipment

• Location: discharge manifold

equipment certification

• Preventative maintenance and

equipment inspection program

• Pre-job Communication Section of

Perform Services Checklist

Completed

• Confirm pre-job checklists completed

• Pre-job requirements discussed with

execution team & customer

• Tech command center operational

and functioning

• Verification of equipment; material

delivery, pressure pumping and data

acquisition systems

• Well barriers and pressure limiting

devices as per standards

• Verification of 3rd party suppliers

services/product to requirements

• Demobilize & Post Job Review

Checklists Completed

• Observe job execution crew to confirm

quality control of fluids to standards

• Adherence to multi-well and wellhead

control standards

• Verification of real time data setup &

data acquisition configured

• Confirm job performed in accordance

with DoS and project folder complete

• Customer satisfaction and post job

review performed

Design of Service (DoS) Resource Readiness Execution Readiness Job Site & Reporting

Production Enhancement - Assurance Program

P R O C E S S

A S S U R A N C E

P S L S P E C I F I C

G L O B A L

P R O C E S S

M A I N S T A Y

K E Y

Health Safety Envi ronment (HSE) Life Rules Critical Focus Areas Tier Inspections Site Self-Assessments Regulatory Compliance

Organizational Capabilit y Baseline Assessment Documented Competency Work Force HMS Training and Awareness People Process

HAL Management System (HMS) Local HMS Approved by PASQ Site-Self Assessments Management Communication MPEA Compliance

Significant Incident Review Key Performance Indicators Critical 3rd Party Suppliers

Key Control Points





Developing

Solutions


Demobilize

Resources

Complete Reports &

Field Tickets

Review

Performance

• myCem workflow initiated, and a

DOS attached or link ed to a project


• Engineer design test approval in ifacts



contractual agreements/measurement

of success

• Engineered Design Solutions: iCem,

risk analysis, contingency planning, job

design risk review/check sheet

• Identify, source & prepare resources

• “ DOS Risk Review“ c hecklist

completed in myCem

• Calibration of testing, measuring,

monitoring equipment

• Equipment PM Inspection Program:

Lab Testing, Bulk Handling, Pumping

and Mixing

• DME (Discharge Manifold Equipment)

Program – Surface Circulating

Equipment and High Pressure Manifold

Certification

• Verifiable training and competencies:

all service design and delivery

personnel

• Cement Unit Maintenance and Testing

• “Design Risk Review“ checklist

complete or justified in myCem

• Correct and traceable materials

utilized for approved design

• Material load communication,

calculation, and testing verification

• Blend and transport tanks clean

and properly labeled

• Sampling Process Execution

• Contamination mitigation for Bulk

Plant and material load out

• Representative samples tested and

results verified as meeting design

requirements in iFacts

• Customer objectives understood &

achieved (internal communication)

• Sampling Process Execution

• Equipment readiness (function test,

pressure test, etc. at the job site)

• Pre/post job review of agreed job design

and customer measurements of success

• Post job equipment review and reporting

• Key Performance Indicators

• Reporting and customer survey

Design of Service (DoS)Resource Readiness

(Equipment and People)

Execution Readiness

(Material Readiness)Job Site & Reporting

Cementing - Assurance Program

P R O C E S S

A S S U R A N C E


G L O B A L

P R O C E S

S

M A I N S T A Y

K E Y

Health Safety Environment (HSE) Life Rules Critical Focus Areas Tier Inspections Site Self-Assessments Regulatory Compliance




Key Control Points





Developing

Solutions


Demobilize

Resources

Complete Reports &

Field Tickets

Review

Performance



HAL Management System (HMS) Local HMS Approved by PASQ Site Self-Assessments Management Communication MPEA Compliance


• Document Customer Requirements &

Perform Critical Well Review (as

required)






critical well review, error free design

verification, job calculations, risk

assessments and contingency plans

• Review developed solutions output-

critical control points

• Identify, source, & prepare resources

• Conduct Pre-Job Review &

Approve DOS

• Actions arising from proposal and

critical well reviews completed

• Equipment readiness prior to delivery

(load out / back load list)

• Service personnel understand

operating procedures and

contingency plans

• Pre-job calculations are accurate and

agreed with customer

• Confirm technical specifications of

third party equipment

• Complete Maintenance ,

Ass embl y, In specti on & Test

Documentation

• Smart String Plus Workflow

• Assembly, Inspection and test

program sign-offs (job travelers, sub-

assembly & maintenance

measurement sheets and operation

& maintenance manuals)


monitoring, and detection equipment

• Equipment availability status

(red/green tag process)

• Triple Checks as required

Design of Service (DoS) Execution ReadinessResource Readiness

(Maintenance, Assembly & Test)

Completion Tools - Assurance Program

P R O C E S S

A S S U R A N C E


G L O B A L

P R O C E S

S

M A I N

S T A Y

K E Y

Job Site & Reporting

• Conduct Rig Site Pre-Job & Post-

Job Meetings

• Verify equipment status & carry out

pre-job preparation

• Validate equipment readiness

• Review well program with customer

on location

• KPI and end of well reports

• Lessons learned and best practices

documented in KM portal

Key Control Points





Developing

Solutions


Demobilize

Resources

Complete Reports &

Field Tickets

Review

Performance

• Internal Review & Ac ceptance of

Design of Service Verified by

Develop Solution s Checklist


• Verified Done Right Checklist: DoS &

Pre-job Planning Checklist





critical well review, risk assessments,


• Review and approve developedsolutions output (engineering,

simulations, calculations)

• Material/Equipment Check Section

of Prepare & Mobilize Resources

Checklist Completed


(competent teams for scope of work)

• Post & pre-job equipment checks

• Preventative maintenance and

equipment inspection program

• Supplier verification

• Equipment readiness (function test,

pressure test, etc.)

• Verification of certification andcalibration

• Pre-job briefing

• Pre-job Communication Section of

Perform Services Checklist

Completed

• Onsite job program; review and

verification with team and customer

• Equipment readiness (function test on

critical equipment)

• Tool-box talks, job safety analysis and

risk analyzes

• Pre-job inspection and pre-run in hole

checks

• Demobilize & Post Job Review

Checklists Completed

• Verified Done Right Checklist:

Post Job Review

• Operations log updates

• Final inspection and handover to

the customer

• Job output meets design of

service

• Reporting for unplanned events or

incidents (when necessary)

• Customer satisfaction and post job review performed


Production Solutions - Assurance Program

P R O C E S S

A S S U R A N C E


G L O B A L

P R O C E S

S

M A I N

S T A Y

K E Y





Key Control Points





Developing

SolutionsPrepare Resources Mobilize Resources Perform Services

Demobilize

Resources

Complete Reports &

Field Tickets

Review

Performance

• Approv e Developed So lut ion s

Output report


• Scope and Contract Elements

Analysis




• Develop Risk Assessments, Gap

Analysis, and Contingency Plans

• Identify, Source, & Prepare

Resources

• Customer Quality Plan

• Complete and approve Technical

Recommendation (Product

Selection and Application)

• Technical Survey Planning, Execution,

and Reporting

• Research and Development Project

Rationalization

• Calibration of Testing, Measuring,

Monitoring, and Detection Equipment

• Author izati on and Verif icat ion of

Customer Shipments

• Function Approvals (R&D and HSE)

• Warehouse Inventory and Ordering

Process

• Manufacturing / Supply Chain Quality

Control System

• Verification of Customer

Reporting sheet

• Analytical Testing Requirements

& Analysis

• Calibration of Testing, Measuring,

Monitoring, and Detection

Equipment

Design of Service (DoS) Technical Supply ChainJob Performance &

Reporting

Multi-Chem - Assurance Program

P R O C E S S

A S S U R A N C E


G L O B A L

P R O C E S

S

M A I N

S T A Y

K E Y





Key Control Points





Developing


Demobilize

Resources

Complete Reports &

Field Tickets

Review

Performance



HAL Management System (HMS) Local HMS Approved by PASQ Site Self-Assessments Management Communication MPEA Compliance


• Complete Load out checklist (Write-up

report)


• Identify customer objectives &

requirements, including contractual

• Identify, source & prepare resources

• Stop work authority and management of

change

• Non tender jobs: identify customer

requirements; complete risk assessment

• Complete Maintenance Report

when Equipment is installed

• Field Service pre- departure

readiness assessment (e.g.,

Equipment Sign-Off Sheet)

• Verify equipment readiness & carry

out pre-job preparation

• Journey management (leaving and

returning to base)

• Site risk assessment, tailgate

meetings and job safety analyzes

• Execute job per applicable work

method

• Complete Seal Test Reports w hen

equipment is shipped

• Equipment ordered through customer

service

• Shop Plan-Order: Equipment built to

specifications, tested per API spec,

and approved


monitoring and detection equipment

• Systems rationalization and inventory

management (shortage)

Design of Service Service CentersResource Readiness

Artificial Lift - Assurance Program (does not have VP approval)

P R O C E S S

A S S U R A N C E


G L O B A L

P R O C E S

S

M A I N

S T A Y

K E Y

Job Site & Reporting

• Complete Pulled Equipment

Reliability Report

• Site risk assessment, tailgate

meetings and job safety analyzes

• Verify equipment readiness & carry

out pre-job preparation

• After job analysis and post job

customer meeting


incidents (CPI)

Key Control Points





Developing


Demobilize

Resources

Complete Reports &

Field Tickets

Review

Performance

• Completion of Drilling Fluids,

Completion Fluids or B SS Service

Delivery Program in DOS format

• Management of Change




• Develop preliminary design of service

including critical well review, risk

assessments, and contingency plans

• Solution Creation Folder Completed

• Critical First Well


• Approved for mul atio n lab test in

iFacts database

• Fluid testing performed to Viking /

iFacts / QCDOC requirements

• Documented equipment preventative

maintenance program for BSS, fluids,

and stock point

• Material / equipment tested in

accordance with global standards



• Execution and validation of Baroid

Stock Point Material Control

Process - EX-GL-HAL-BAR-BSP-001

• Traceability of material to inventory

lists by product lot / batch number

(supply chain to warehouse)

• Authorization of batch mix and

verification of the shipment to the

customer

• System rationalization and inventory

management (forecasting compliance)

• Deliveries and traceability of material

for quality control (facility to location)

• Effective Execution of Wellsight™

program – daily fluid report and

well Recap completed

• Execute the black book and

technical processes

• Fluid composition per completions /

drilling program

• Wellbore fluid control (mud checks)

and/or solids control checks

• Reporting and customer survey

(CSS / KPI)

• Production optimization program

(POP) updated


(Laboratory & Calibration)

Execution Readiness

(Stock Point)Job Site & Reporting

Baroid - Assurance Program

P R O C E S S

A S S U R A N C E


G L O B A L

P R O C E S

S

M A I N

S T A Y

K E Y





Key Control Points





Developing


Demobilize

Resources

Complete Reports &

Field Tickets

Review

Performance

• Design of Service Completed,

Customer Confirmation of Receipt

of Final Job Program

• Ant i-Col li sio n Pl an





• Develop preliminary design of service

(DoS) including critical well review, risk

assessments, & contingency plans

• Customer review of DoS and/or drilling

well on paper completed & documented• Identify, source, & prepare resources

(project plan reviewed with crew)

• Completion of Pre Job Briefing

Ant i Co ll is ion rol es and

responsibilities Daily Reports

• Anti-collision roles and

responsibilities assigned and

understood

• Equipment mobilization notification--

check out, inventory and assembly

(including hazardous materials)

• Equipment load out requirements,

including dangerous goods

• Notify & dispatch personnel

• Pre-job briefing with crew members

• Journey management

• Reporting for unplanned events

or incidents (FAD, SIR, CPI)

• Field, run, rig down, & end of well

checklists

• Job rig site checks and pre-job

safety meeting

• Lost and damaged forms

• Post job meeting and equipment

inspection and transport

• Completed service agreement / job

ticket and customer feedback form

• Post job review with customer


(Repair & Maintenance)Execution Readiness Job Site & Reporting

Sperry Drilling - Assurance Program

P R O C E S S

A S S U R A N C E


G L O B A L

P R O C E S

S

M A I N

S T A Y

K E Y


Organizational Capability Baseline Assessment Documented Competency Work Force HMS Training and Awareness People Process



• R&M Confirmation of Equipment

Readiness by verific ation of final

assembly and testing

• Shop scheduling and priority ranking


• Equipment triage and teardown

• Inspection, quality assurance, and

quality control

• Maintain equipment and final

assembly & testing

• Return to service (“available” or

“assembly complete” status• Calibrate R&M testing and measuring

equipment

Key Control Points





Developing


Demobilize

Resources

Complete Reports &

Field Tickets

Review

Performance

• Review and Approv e Design of

Service





• Prelim design of service -- critical well

review , risk assessments, contingency

plans, and critical success factors

• Complete job planners and design

modeling

• Independent verification and final

approval

• Conduct and Document Pre Job

Briefing with Job Supervisor


• Equipment verification (SAP

maintenance) and equipment pre-job

check

• Verification of certification and

calibration

• Pre-trip checklist - journey

management, explosives & radiation

transport readiness

• Execute per Design of Service usi ng

MOC to communic ate and risk

assess any changes

• Validate equipment and resource

arrival & readiness

• Onsite job program; review and

verification with team and customer

• Complete equipment readiness checks

• Rig-up & tool configuration with special

consideration to radiation & explosives

handling

• Document Post Job Review to

ensure reporting accuracy and

document requirements

• Post-job requirements and hazmat

procedures

• Post-job tool inspection

• Post-job maintenance

• Customer survey (KPI)




Wireline & Perforating - Assurance Program

P R O C E S S

A S S U R A N C E


G L O B A L

P R O C E S

S

M A I N S T A Y

K E Y





Key Control Points





Developing


Demobilize

Resources

Complete Reports &

Field Tickets

Review

Performance

• Approv ed Customer Job Program -

DOS to be completed


• Develop design of service -- critical

well review , job calculations, risk

assessments, contingency plans, and

critical success factors


requirements, including contractual

agreements

• Customer Quality Plan

• Verify Completed Final

Inspection & Test Records

• Assembly, Inspection and test

program sign-offs (job travelers,sub-assembly & maintenance

measurement sheets and operation

& maintenance manuals)


monitoring, and detection

equipment



• Inventory Control

• Confirm third party controls and

approvals are in place

• Verify Completed Pre-Job

Meeting Checklis t

• Actions arising from proposal and

critical well reviews completed

• Equipment readiness prior to

delivery (load out / back load list)

• Service personnel understand

operating procedures and

contingency plans

• Pre-job calculations are accurate

and agreed with customer

• Verify Uploaded Performance

Database Records

• Customer review

• Bit record \ end of well report

• KPI and end of well reports

• Lessons learned and best

practices documented


(Repair and Maintenance)Execution Readiness Job Site & Reporting

HDBS - Assurance Program

P R O C E S S

A S S U R A N C E


G L O B A L

P R O C E S

S

M A I N

S T A Y

K E Y





Key Control Points





Developing


Demobilize

Resources

Complete Reports &

Field Tickets

Review

Performance

• Approv ed Des ign o f Servic e

tagged and stored in Global

Project Documentation

Repository




• Review Developed Solutions

Output

• Independent verification and final

approval

• Provision of resources and control

of competencies

• Customer Agreement and

Acc eptan ce for m tag ged an d st ored

• Identify, Source, & Prepare Resources

Changes

• DoS changes post customer sign-off

and acceptance

• Software changes related to project

• Legal and other requirement changes

• Service Execution changes outside of

Project Plan

• Timing and dollars related to scope

changes or drift from project plan

• Periodic Project Status Report

tagged and stored

• Consulting Services and

Equipment Services Executed

• Software Configuration

• Client Assessment for Onsite Job

Program Execution

• Quality Plan Deployment

• Post-job requirements including

risk analysis

• Status Reporting to Customer

and Stage Verification

• Completed KPI or Customer

Survey stored and tagged

• CPI/KPI Reporting

• Investigation and Root Cause

Analysis Trending

• Internal Post job Review

• Customer Survey (CSS)



• Lessons Learned gathered for

next job

Design of Service (DoS) Management of Change Project ExecutionCustomer Close-out and

Reporting

Landmark Software Solutions - Assurance Program

P R O C E S S

A S S U R A N C E


G L O B A L

P R O C E S

S

M A I N

S T A Y

K E Y

Health Safety Environment (HSE) Life Rules Critical Focus Areas HSE Standards Site Self-Assessment Regulatory Compliance




Key Control Points





Developing


Demobilize

Resources

Complete Reports &

Field Tickets

Review

Performance





• DOS has been internally reviewed

and approved





• Develop preliminary design of service-

- critical well review, risk assessments,


• Review developed solutions output


• JSAs have been performed and

reviewed with job site personnel

• Onsite verification of job programwith customer

• Accountability and job sign off

• Equipment readiness checks

(function test, pressure test, etc.)

• Tool string configuration, data set

up and lay out

• Post-job briefing and equipment

inspection and transport

• Pre-Job Equipment checks have

been performed and verified

• Identification & traceability



• Updated manuals, maintenance

sheets, check sheets and drawings

• Preventative maintenance,

inspection and test program



Design of Service (DoS) Job Site & ReportingResource Readiness

(Maintenance)

Testing & Subsea - Assurance Program

P R O C E S S

A S S U R A N C E


G L O B A L

P R O C E S

S

M A I N

S T A Y

K E Y

Execution Readiness

• Pre-Job Orientation meetings

have been performed wit h job

crews

• Pre-mobilization equipment check

and review, including 3rd party &

critical spares

• Pre-job Briefing Check Sheet

• Equipment load out requirements,

including dangerous goods

• Journey management

• Create job packet and update well

file

Key Control Points





Developing

Solutions

Prepare Site &

ResourcesMobilize & Install Construct Well

Demobilize

Resources

Complete Reports &

Field Tickets

Review

Performance

Project Management - Assurance Program

P R O C E S S

A S S U R A N C E

P R O J E C T

P R O C E S

S

M A I N S T A Y

• Appr oved Well Plan

• Identify customer objectives /

requirements and contractual

agreements

• Basis of Design (BOD) Approved

• Well design and program, risks and

Contingency Plans Review & Verification

• Well Program, AFE, Timeline Approved

• Technical and Operational & LogisticsExecution Plans

- Long Lead Items / Tangible Items

- PSL technology & resources

- Qualified Drilling contractors /rigs/critical 3rd Parties contractors &

Intervention / Control Plans

- Project Staff Plan

• Rig Acceptance

• Authorization to SPUD

• Location READY - Time

• Emergency Response Plan

• Operations Team READY

- Line of Command & Control Defined

• Mobilize RIG & Resources

• Rig READY – On Time

• Equipment & Materials READY

• Permits and approvals READY

• Communications & Well Documents

READY

• Contractors & 3rd Parties READY

• Scope, Cost & Time Controls in place

• Acceptance of Well o r Pro ject

• Pre-Spud Meetings

• Well Program Execution

- Monitoring & Measuring

- Information Management and Control

- Dai ly Reporting

• Drilling Practices Assurance

• Well Control Assurance

• Rig, PSL Services & other ProvidersQA/QC & HSE Controls

• Supply Assurance

• Inventory / Cost / Time Control

• Well Hand Over / Deliverables Signed Off

• Deliverables Design &

Performance Review

• End of Well or Delivery Review

• Design & Performance Reviews –

Plan vs Actual

- Variance Analysis & Reports

- Key Performance Indicators

- Lessons Learned

- BOD Updated

- Contractor’s Review

- Review’s w/ Customer

• Closeout Wells / Projects

- End of Well Reports & ProjectDelivered

- Contracts Closed

P R O J E C T

S P E C I F I C

Risk Management – Management of Change

Design of Service (DoS) Readiness Assurance Project ExecutionProject Closeout and

Reporting K E Y

Health Safety Envi ronment (HSE) & Quality Plan Contract Standards & Requirements, Bridge Documents, Critical Focus Areas, Life Rules,

HSE Standards, Regulatory Compliance, Critical Wells, Customer Provides Equipment, Critical Suppliers HSE, Q & Control Plans, Non Conformities, Significant

Incident Review, Key Performance Indicators, Incident Notification, Investigation, Root Cause

Organizational Capabilit y Project Structure, Project Staff - Training Plan & Competency, People Process, HMS Training and Awareness Infrastructure

& Work Environment

Project Management Plans Project Direction – Charter - Communication & Stakeholder Management Plan, Scope, Schedule, Cost. & Risk Management /

Control Plan, Contractors & 3rd Parties Management, Project Performance KPIs (Scope, Schedule, Cost / Financials, & Risk) Reviews, Review of Project Management

Plan

Key Control Points





Developing


Demobilize

Resources

Complete Reports &

Field Tickets

Review

Performance

• Leadership & Commitment

• Organizational Structure

• Job Competencies

• Talent Selection & Retention

• Training & Development

• Competency Assessments

• Facility Risk Assessment

• Facility Risk Register

• Job Safety Analyses

• HSE Contingency Plans


• HSE Standards

• HSE Strategy Plans

• Regulatory Requirements

• Internal HSE Communications

• Stop Work Authority

• HSE Incident Investigations

• Record Retention

• Tier I Inspections

• Tier II Inspections

• R/X Compliance Assessments

• Site Self-Assessments

• Corrective Action Plans

• Local Assessment Training

• MPEA Reports

Organizational Capabilit y Risk Management Execution Performance Assurance

J O U R N E Y T O

Z E R O

G L O B A L

P R O C E S

S

M A I N

S T A Y

K E Y

Regulations Federal State Local Municipal Radiation Explosives

Global HSE Standards Administration Field Services Health & Hygiene Equipment Hazardous Chemicals

Environmental Ergonomics General Health & Safety Transportation Personal Protective Equipment

Life Rules Driving Safety Work Permit PPE LOTO Confined Space

Working at Height Chemical Handling Dropped Objects Hand Tools Lifting and Hoisting

Health, Safety, & Environment
