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P bar Y Safety Consultants Alberta Canada

Workover Checklist

Checklist Sections:

General Safety

Guying & Foundation Derrick & Carrier

Drawworks & Rig Floor Tools & Equipment Well Control Equipment Safety Equipment &

Practices

Dog house and Crew Truck


Rig ChecklistGeneral Safety

ENTRANCE TO LOCATION SIGNS PRESENT TO

ADVISE VISITORS AND CONTRACTOR

EMPLOYEES OF REPORTING

PROCEDURES, 'NO SMOKING', AND

PERSONAL PROTECTIVE EQUIPMENT

REQUIREMENTS

Road Safety is Everyone's Business!


The Oil Patch Is A Dangerous Place


WHY BE CONCERNED WITH EMPLOYEE SAFETY?

– Safety is good business– Right thing to do…

– Improves employee morale/protects your most valuable resource

– Controls costs (direct and indirect) – Safety and health excellence correlates with business

excellence (quality, efficiency, profitability) – Protects the reputation of the company (Good will from the

community could mean fewer confrontations and delays)


Hazards In The Oil Field


Production Rigs / Workover Rigs

Production Rigs / Workover Rigs - involving rotary, pump, pits, and auxiliaries to permit handling and working a drill string. Examples of maintenance activities associated with the well when using these devices include:

• Removing the horse head (pumping unit only)• Removing the wellhead• Pulling and running rod• Pulling and running tubing


Well Services

Special services operation activities include:– Wireline operations– Well logging– Perforating– Cementing– Stimulation– Swabbing– Hot Oiling– Snubbing– Coil Tubing


Some Potential Hazards and Their Sources

Hazard Source

Struck byFalling/moving pipe; tongs and/or spinning chain, kelly, rotary table, etc.;

high pressure hose connection failure causing employees to be struck by whipping hose; tools/debris dropped from elevated location in rig; vehicles

Caught in/Between

Collars and tongs, spinning chain, and pipe; clothing gets caught in rotary table/drill string

Fire/Explosion/ High Pressure

Release

Well blowout, drilling/tripping out/swabbing etc. results in release of gas which might be ignited if not controlled at the surface; welding/cutting near combustible materials, uncontrolled ignition sources near the well head, e.g., heater in the doghouse, unapproved or poorly maintained electrical equipment; aboveground detonation of perforating gun

Rig CollapseOverloading beyond the rated capacity of the rig; improper

anchoring/guying; improper raising and lowering the rig; existing maintenance issues with the rig structure which impacts the integrity

FallsFall from elevated areas of the rig, i.e., stabbing boar, monkey board,

ladder, etc.; fall from rig floor to grade

Hydrogen Sulfide (H2S)

Exposure

H2S release during drilling, swabbing, perforating operations, etc. resulting in employee exposures; production tank gauging operations, gaugers sometimes exposed to H2S


COMPLIANCE vs. PERFORMANCE

• Compliance is reactive rather than proactive and can only address problems after they happen.

• Performance sets goals and uses past performance to look forward.


FatalitiesFatalitiesLost TimeLost Time

Unsafe Acts / ConditionsUnsafe Acts / Conditions

At Risk BehaviorsAt Risk Behaviors

Near MissNear Miss

First AidFirst AidRecordable Injury/IllnessRecordable Injury/Illness


Performance Metrics

Attitudes (set up conditions,

behavior)Program Elements

Physical conditions

Behavior (action)

- Perception surveys- Perception surveys

- Training- Accountability- Communications- Planning & Evaluation

- Roles & Procedures

- Incident Investigations

- Training- Accountability- Communications- Planning & Evaluation

- Roles & Procedures

- Incident Investigations

-Inspections-Audits-Risk assessments

-Prevention & control

-Inspections-Audits-Risk assessments

-Prevention & control

-Observations-Feedback loops

-Observations-Feedback loops

Incident or Near

Miss

- OSHA Recordables

- Lost Workdays

- Restricted Workdays

- OSHA Recordables

- Lost Workdays

- Restricted Workdays

Leading metrics

Trailing metrics


WAYS TO INVOLVE EMPLOYEES…

– Regular communication with employees on the subject of safety, risk, and hazards

– Provide access to information – Provide ways to participate in the program

– e.g., worksite self inspections, safety and health annual evaluation process, incident investigation

– Provide ways to report hazards, injuries, and make recommendations to control hazards


Performance Architecture

BehaviorBehavior

SystemsSystems

CultureCulture

Safety is a “Value” in the Organization …Safety is a “Value” in the Organization …And is Integrated into the Fabric of the Management ProcessAnd is Integrated into the Fabric of the Management Process

Building Blocks for a Performance Focus

The organization has management systems that ensure that objectives, processes and resources are adequate and effective … and continuously improving

Staff … at all levels … has the knowledge and is empowered to intervene to support safe work. “Safety is everybody’s job”

Management constantly and consistently sends the message that the organization is fully committed to safe work … and that accidents are preventable and unacceptable


Hard HatSafety


Rig ChecklistGeneral Safety

PUMPS, TANKS, AND OTHER AUXILIARY EQUIPMENT EXHAUSTS POSITIONED MINIMUM OF 50 FEET AWAY AND CROSSWIND OR UPWIND FROM THE WELL HEAD. SPARK ARRESTORS ARE REQUIRED ON ALL EXHAUSTS WITHIN 100 FEET OF THE WELLHEAD.

50 Foot Min.


In Alberta Part 37 Oil and Gas WellsApplication750 This Part applies to activities and auxiliary processes associated withexploring for and drilling, operating or servicing wells for gas, crude oil orgeothermal energy.Competent supervisor751(1) An employer must appoint a supervisor to supervise an exploration,drilling, servicing, snubbing, testing or production operation.(2) An employer must ensure the supervisor is competent in each of thefollowing that is within the supervisor’s area of responsibility:(a) safe work practices, including the safe operation of a plant at the worksite;(b) the safe handling, use and storage of hazardous substances;(c) well control and blow out prevention;(d) detecting and controlling worker exposure to hydrogen sulphide;(e) handling, using, maintaining and storing personal protectiveequipment;(f) appropriate responses to emergencies at the work site;(g) the duties and responsibilities of all workers supervised by thesupervisor;(h) training workers supervised by the supervisor in safe work practicesand procedures;(i) health and safety programs.


Operating load of derrick or mast753(1) An employer must ensure that the maximum safe operating load of aderrick or mast(a) is specified in the manufacturer’s specifications or specificationscertified by a professional engineer,(b) is prominently displayed on the derrick or mast, and(c) is not exceeded.(2) If a structural modification or repair is made to a derrick or mast, anemployer must ensure that(a) the structural modification or repair is certified by a professionalengineer,(b) the maximum safe operating load of the derrick or mast is determinedand certified by a professional engineer, and(c) the load marking on the derrick or mast is replaced if the maximumsafe operating load is changed.


Personal Protection

Hard hats protect against against impacts from falling objects or debris, electrical shocks and burns, penetration and flammability.


Safety is no accident!

When hard hats are required employees should know:• Proper hard hat use (how to put on, wear, adjust,

remove)• When it is necessary to use a hard hat• What kind of hard hats are necessary• The limitations of hard hats in injury protection• How to properly clean and maintain hard hat


Rig ChecklistGuying

Section A

• Power lines• Rig driver – Permits

& insurance• Fall lane of derrick is

clear - • 50 foot spacing on

exhaust• Spark arrestors

Key Energy ServicesRig Fall Line For96 ft. Derrick

100 ft 100 ft

100 ft


Rig ChecklistGuying

MINIMUM OF 10' CLEARANCE FROM GUY LINES AND OTHER EQUIPMENT TO OVERHEAD POWER LINES When checking fall lane include the length of the derrick plus any attachments to the ground and add 10’. For example if the derrick is 92’ and the carrier is 5’ and there is a light attached to the top of the derrick and it sticks up 5’ then you have a total of 102’ of derrick plus 10’ clearance for a total fall lane of 112’. The power lines must be 112’ from the well.NO VEHICLES OR EQUIPMENT ARE PARKED WITHIN THE FALL LANE OF THE DERRICK


Rig ChecklistGuying

FOUR GROUND TO CROWN GUY WIRES AND TWO TUBING BOARD GUY WIRES Check for condition of anchors and if they have pull test tags on anchors. If not then check to see if production office has documentation the anchors have been pull tested within the last two years. Have well operator fix whatever issues are found on the anchor system.


Rig ChecklistGuying

Guying

• Position, tension and condition

• Flagging• Anchor testing• Tubing board guy lines

crossed• Internal load guys• Outriggers


Rig ChecklistFoundation

RIG FOUNDATION IS ADEQUATE FOR SOIL CONDITIONS, SPOTTING, AND GUYED TO MANUFACTURER'S SPECIFICATIONS OR ENGINEERED ALTERNATIVE SUCH AS A BASE BEAM


Rig ChecklistMast/Derrick

MAST SPECIFICATION PLATE PRESENT AND LEGIBLE This is usually on the derrick leg or somewhere in the vicinity of where the operator is. It will show the derrick serial number and what the lifting loads would be with different strung lines. This could be 4, 6, 8 etc. lines strung.

MAST SPECIFICATION

PLATE



General Condition

Derrick ladder straight and secure -rungs begin within 18 inches of the ground or deck

Derrick fall protection in place that provides 100% fall protection

Tubing board and rod basket in good condition

Y-base locking pins/bolts are in place with safety pins or nuts tight – Pivot pins trapped


• Acceleration due to Gravity– Special case of Uniform Acceleration

• Constant force acting on an object imparts uniform acceleration

• Gravity is a constant force• Any dropped object accelerates uniformly

– Measuring the Acceleration due to Gravity

Falling Objects


Bottom Line You Build Speed and Weight as you Fall



Derrick Components

• “Latch dogs” must be verified by derrickman and flagged before pulling on anything with blocks.

• Scoping ram stabilizers functional and in a horizontal position.

• Crown sheave guards in place.• Rod and tubing fingers secured.• Circulating hose, standpipe and light secured.• Crown a contrasting color.



SAFETY CHAINS/LINES ON ALL TUBING BOARD FINGERS

See Any ChainsMonkey Board Fingers

3 Clips and Thimble in Cable Eye-GOOD

No Safety Chains on Tubing Fingers-BAD


Rig ChecklistRig Carrier

RIG SHIFTED FROM ROAD TO WINCH POSITION This is a shift lever either by the engine or somewhere close to the middle of the rig carrier. See that it is locked into position and pinned.


Rig ChecklistDrawworks/

Winch

Tubing and winch lines inspected daily, weekly and monthly.


Rig ChecklistDrawworks & Winch Check that Sand Line and Cable


Rig ChecklistDrawworks & Winch Inspect and Re-inspect


Rig ChecklistTools and Equipment

DOCUMENTATION OF API INSPECTION (AS PER API RP 8B, CATEGORY III) FOR ALL ELEVATORS, BAILS, AND OTHER HOISTING EQUIPMENT BY A COMPETENT PERSON WITHIN THE LAST YEAR AVAILABLE


Rig ChecklistTools & Equipment

ELEVATORS SIZED AND MANTAINED FOR TUBING IN USE

LATCHES MUST OPERATE FREELY AND LATCH SECURELY, NO EXCESSIVE SLACK IN HINGE POINTS



ROD TRANSFERS MUST BE EQUIPPED WITH A SAFETY RING OR LATCH AND ATTACHED TO ROD TRANSFER CABLE WITH A CLEVIS.

ROD TRANSFERS SHOULD BE REMOVED FROM THE DERRICK WHEN THEY ARE NOT IN USE



BACK UP CABLE (SNUB LINE) INSTALLED TO SEPARATE ANCHOR POINT FROM STIFF ARM ON TONGS.

DOOR GUARD USED AND SPRING KEEPS GUARD CLOSED.

STIFF-ARM INSTALLED WITH BOLT, NUT, AND RETAINER CLIP. Use a 5/8” grade 8 bolt or greater for the stiff arm and snub line pin.


Rig ChecklistBOP Equipment

SIGN OR OTHER DEVICE USED WHEN BOP'S ARE CLOSED This should be a sign or device attached to the brake control and easily recognized by the operator of the rig when the BOP equipment is closed.

Manual closing wheels are to be securely attached to the ram shafts.

Accumulator controls are to be in the open or closed position – not “neutral”.


Rig ChecklistCirculating Equipment

ALL PUMP LINES, NIPPLES, AND CIRCULATING HOSES RATED AT OR ABOVE THE RATED WORKING PRESSURE OF THE PUMP.

Safety devices are in place if pressure is exceeded such as “pop-off” relief valves with manufacturer approved shear pins. Relief lines are tied back into the return tank and the line is secured to the tank.

Pump fan, alternator, lubricating pump belt and swabs are properly guarded to prevent contact.


Rig ChecklistCirculating Equipment

SAFETY CLAMPS/CHAINS ON CIRCULATING HOSE/KELLY HOSE

Safety Clamp

F


Rig ChecklistSafety Equipment &

PracticesGERONIMO UNIT INSTALLED[Proper angle of line which should be 2 times height i.e. 60’ height = 120’ run | If flagged used proper materials (no rags, ropes) use vinyl or plastic tape only | Handle on the right side of line and attached properly to derrick] INSTALLATION

To Ground

To Ground

To Ground

To Ground

To Ground

RIGHT WRONGWRONG

WRONG

USE1. To Go – Move handle in direction “A”

A

B

2. To Stop or Slow – Move handle in direction “B”

1. Cable length should be twice the Height (Length + 2 x Height)2. Cable size-7/16” or 1/2” plow steel standard six strand

3. Slack-6 feet of sag4. Dead man must be able to support a cable pull of 3000 lbs.

CAUTIONDo not attempt to field repair when worn or damaged. Dispose of and replace

2 x Height

Dead Man

TRACK CABLE

App. 5’

HEI

GH

T

Standing Kink in Geronimo Line

Attachment of Geronimo Line to Permanent Anchor – 1 Clip P bar Y Safety Consultants Alberta Canada


Practices

GERONIMO UNIT INSTALLED

Proper angle of line which should be 2 times height i.e. 60’ height = 120’ run.

If flagged used proper materials (no rags, ropes) use vinyl or plastic tape only.

Handle on the right side of line and attached properly to derrick or tubing board escape gate.



Practices

SUFFICIENT FIRE EXTINGUISHERS PRESENT AND INSPECTED[Minimum 20 lb. BC or ABC type within 50 feet of any potential flammable hazards (electrical or hydrocarbon | properly inspected and tagged] with a minimum of 60# of extinguisher capacity for rig locations.



Practices

HAZARD COMMUNICATION PROGRAM, SPILL CONTROL PLAN, AND EAP IN PLACE AND TRAINED

MSDS SHEETS UPDATED & IN PLACE FOR PRODUCTS ON LOCATION



Practices

EACH CREW HAS AT LEAST ONE TRAINED PERSON(S) IN CPR/1ST AID

FIRST AID SUPPLIES ARE READILY AVAILABLE

EYE-WASH AND BODY FLUSH ARE AVAIALABLE WHEN CAUSTICS OR CORROSIVES ARE PRESENT

EMERGENCY PHONE NUMBERS ARE ACCURATE AND AVAILABLE



Practices

ALL PERSONAL PROTECTIVE EQUIPMENT NEEDED FOR JOB AVAILABLE



Practices

CONFINED SPACE PROGRAM IN PLACE, TRAINED AND DISCUSSED

LOCKOUT / TAGOUT PROGRAM IN PLACE , TRAINED AND DISCUSSED

Confined Space Program

Lockout/Tagout Program



Practices

HOT WORK PERMITTING PROGRAM IN PLACE , TRAINED AND DISCUSSED

H2S CONTINGENCY PLAN IN PLACE , TRAINED, DISCUSSED & EQUIPMENT AVAILABLE (IN AREAS WHERE H2S IS PRESENT)

Hot Work Permits

H2S Plan



Listed below are a few of the standard systems and equipment now on many of the service and drilling rigs around the world for fall protection while at height:•Sealed self retracting lifelines installed at the crown and/or LADSAF ladder safety systems installed for protection while climbing the derrick ladder. •A sloped line cable or boom arm installed over the monkey board to provide an anchor for a smaller self retracting lifeline used for secondary protection to the primary positioning lanyard by the derrick-hand while tripping. •New harness designs specific for use by rig workers for added comfort and safety are now standard. •Horizontal lifelines installed for use by workers when rigs are laid over and in other areas such as above the BOPs and stabbing board. Fall protection equipment lockers including anchoring products, double legged lanyards and extra self retracting lifelines


With the changes that we have seen in fall protection and rescue in this industry there are still many other systems and equipment that could be implemented for added safety. Some include:•New sloped line escape systems to replace the aging and often unsafe Geronimo escape system. •Man rated tuggers (winch lines) and/or new load limiters that can be used to safely raise workers to difficult to access areas up the derrick. •Rig Floor/Deck Horizontal Lifeline Systems are now starting to become required and installed during rig up anddown while guardrails are removed. •Trauma suspension systems and high angle rescue products for use post fall arrest. . The next hurdle to now overcome includes the challenge of providing comprehensive training for workers using the equipment; a10 minute doghouse talk just doesn’t cut it...

Stop Work process

If an individual will not respond to questioning, you may need to stop the work and call for their immediate supervisor.

Do not allow anyone to continue to work in an at-risk situation.

Scan the work site for safe or at risk

behaviors

STOP ALL WORKControl the hazardsthen assemble in a

safe area “Tell me what you are doing and why you do it this way.”.

“That’s great! Thank you for doing this job

safely!”

“How could you be injured?”

How could you do this more safely?

Will you do it that way in the future?

No one is in immediate danger

“Could you stop for a moment and talk with

me?”

Someone is in immediate danger

“Do you need anything to help you work

safely?”

“Thank you for caring about yourself and

everyone else!”


Stop Work Authority

STOPSTOPWho is responsible for

correcting unsafe behaviors and

conditions?

YOU have the right right and obligationobligation to stop unsafe

operations!


Rig ChecklistClosing

Performing a full inspection of any worksite requires a variety of skills and knowledge;

•Knowledge of the work being performed – keep yourself out of danger.•Knowledge of the equipment and the standards that relate to it.•The ability to recognized actions or situations that place people at risk.•The skill and the will to intercede – set and maintain high standards to prevent incidents.


SAFETY EXCELLENCE MODEL

Management Management CommitmentCommitment

SystemsSystems

Safety and HealthSafety and HealthSite LeadershipSite Leadership

EmployeeEmployee InvolvementInvolvement


service rig walk around

Documents

employee safety

indirect safety

subject of safety

rig structure

performance compliance

rig vehicles collars

lost lost workdays workdays

performance focusstaff