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Don't be LazyDon't be LazyDo the WalkDo the Walk
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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
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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!
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The Oil Patch Is A Dangerous Place
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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)
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Hazards In The Oil Field
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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
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Well Services
Special services operation activities include:– Wireline operations– Well logging– Perforating– Cementing– Stimulation– Swabbing– Hot Oiling– Snubbing– Coil Tubing
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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
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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.
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FatalitiesFatalitiesLost TimeLost Time
Unsafe Acts / ConditionsUnsafe Acts / Conditions
At Risk BehaviorsAt Risk Behaviors
Near MissNear Miss
First AidFirst AidRecordable Injury/IllnessRecordable Injury/Illness
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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
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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
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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
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Hard HatSafety
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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.
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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.
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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.
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Personal Protection
Hard hats protect against against impacts from falling objects or debris, electrical shocks and burns, penetration and flammability.
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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
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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
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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
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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.
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Rig ChecklistGuying
Guying
• Position, tension and condition
• Flagging• Anchor testing• Tubing board guy lines
crossed• Internal load guys• Outriggers
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Rig ChecklistFoundation
RIG FOUNDATION IS ADEQUATE FOR SOIL CONDITIONS, SPOTTING, AND GUYED TO MANUFACTURER'S SPECIFICATIONS OR ENGINEERED ALTERNATIVE SUCH AS A BASE BEAM
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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
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Rig ChecklistMast/Derrick
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
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• 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
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Bottom Line You Build Speed and Weight as you Fall
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Rig ChecklistMast/Derrick
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.
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Rig ChecklistMast/Derrick
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
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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.
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Rig ChecklistDrawworks/
Winch
Tubing and winch lines inspected daily, weekly and monthly.
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Rig ChecklistDrawworks & Winch Check that Sand Line and Cable
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Rig ChecklistDrawworks & Winch Inspect and Re-inspect
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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
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Rig ChecklistTools & Equipment
ELEVATORS SIZED AND MANTAINED FOR TUBING IN USE
LATCHES MUST OPERATE FREELY AND LATCH SECURELY, NO EXCESSIVE SLACK IN HINGE POINTS
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Rig ChecklistTools & Equipment
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
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Rig ChecklistTools & Equipment
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.
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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”.
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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.
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Rig ChecklistCirculating Equipment
SAFETY CLAMPS/CHAINS ON CIRCULATING HOSE/KELLY HOSE
Safety Clamp
F
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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
Rig ChecklistSafety Equipment &
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.
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Rig ChecklistSafety Equipment &
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.
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Rig ChecklistSafety Equipment &
Practices
HAZARD COMMUNICATION PROGRAM, SPILL CONTROL PLAN, AND EAP IN PLACE AND TRAINED
MSDS SHEETS UPDATED & IN PLACE FOR PRODUCTS ON LOCATION
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Rig ChecklistSafety Equipment &
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
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Rig ChecklistSafety Equipment &
Practices
ALL PERSONAL PROTECTIVE EQUIPMENT NEEDED FOR JOB AVAILABLE
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Rig ChecklistSafety Equipment &
Practices
CONFINED SPACE PROGRAM IN PLACE, TRAINED AND DISCUSSED
LOCKOUT / TAGOUT PROGRAM IN PLACE , TRAINED AND DISCUSSED
Confined Space Program
Lockout/Tagout Program
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Rig ChecklistSafety Equipment &
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
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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
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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!”
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Stop Work Authority
STOPSTOPWho is responsible for
correcting unsafe behaviors and
conditions?
YOU have the right right and obligationobligation to stop unsafe
operations!
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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.
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SAFETY EXCELLENCE MODEL
Management Management CommitmentCommitment
SystemsSystems
Safety and HealthSafety and HealthSite LeadershipSite Leadership
EmployeeEmployee InvolvementInvolvement
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