Tubular Handling Appraisal Form

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TUBULAR HANDLING APPRAISAL FORM

Rig Name SUMMARY FORM Version 3.3 2

Type of Rig

Currentsituation?

Safetybenefit(H,M,L)

Owner

Year of ManufactureDrilling Contractor

Sheet Completed By

Position

Checked By

Position

Date Completed

DerrickDerrick Crane Telescopic Stabbing and Basket

Derrick Crane Vertical Hoist Type Stabbing Basket

Pipe Racking System

Tuggers Man Riding

Tuggers Non Manriding

Tuggers Dual Use

Finger Board Mechanised Finger Board

Finger Board Manual Monkey Board

Offline Tubular Building

Rig FloorIron Roughneck

Slips Drill Pipe

Slips Drill Collar

Slips Casing

Slips Tubing

Dog Collar

Elevators Drill Pipe

Elevators Drill Collar

Elevators Tubing

Casing Stabbing System

Stabbing Arm

Mouse Hole

Mouse Hole 2

Automatic Thread Doper

Top Drive

Pipe Spinners

Hydraulic Cathead

Rotary TableDrawworks

Auxiliary Braking System

Block Control System (KEMS)

Battery Backup System

Crown and Floor Saver Systems

Pick Up/Lay Down Machines V Door Pick Up/Lay Down Machine

Mud bucket

Pipe DeckRiser Handling System

Gantry Crane

Knuckle Boom Crane

Pipe Deck Pipe Transfer Machine

Pipe Conveyor

Catwalk Tugger

Electronic Pipe Measuring Device

Other Handling Tasks/Equipment

Currentsituation

additionalinformation

Frequencyofuse?

(H,M,L)N=NotApplicable

Canbenefitbeachievedby

workingpractices?YorN

Canspacebemadeavaila

ble?

(Y,NorE)

Whatisthestructuralimpact?

(H,MorL)

Areutilitiesavailable?

(Y,N,TorU)

Difficultyofinstallation?

(H,MorL)

Whatstheimpacton

competency

assessment?(YorN)

Whatsthetrainingimpact

offshore?(H,M,L)

Whatsthetrainingimpact

onshore?(H,M,L)

Highlight each cell for input or right click a cell toview the guidance notes


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TUBULAR HANDLING APPRAISAL

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0 Rig Name ADDITIONAL DATA SHEET

0 Type of Rig

0 Owner Operational Program Additional Information

0 Year of Manufacture

0 Drilling Contractor0 Sheet Completed By

0 Position

0 Checked By

0 Position

0 Date Completed

Risk Mitigation Measures Recommendations

Derrick

Derrick Crane Telescopic Stabbing and Basket

Derrick Crane

Pipe Racking System 0

Tuggers Man Riding

Tuggers Non Manriding

Tuggers Dual Use

Finger Board Mechanised Finger Board

Finger Board Manual Monkey Board

Offline Tubular Building 0

Rig FloorIron Roughneck 0

Slips Drill Pipe

Slips Drill Collar

Slips Casing

Slips Tubing

Dog Collar 0

Elevators Drill Pipe

Elevators Drill Collar

Elevators Tubing

Casing Stabbing System 0

Stabbing Arm 0

Mouse Hole 0

Mouse Hole 2 0

Automatic Thread Doper 0

Top Drive 0

Pipe Spinners

Hydraulic Cathead 0

Rotary Table 0

Drawworks 0

Highlight a cell to show the appropriate data entry dialoguebox

Vertical Hoist Type StabbingBasket


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TUBULAR HANDLING APPRAISAL F

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Risk Mitigation Measures RecommendationsHighlight a cell to show the appropriate data entry dialogue

box

Auxiliary Braking System 0

Block Control System (KEMS) 0

Battery Backup System 0Crown and Floor Saver Systems 0

Pick Up/Lay Down Machines V Door Pick Up/Lay Down Machine

Mud bucket 0

Pipe DeckRiser Handling System 0

Gantry Crane 0

Knuckle Boom Crane 0

Pipe Deck Pipe Transfer Machine 0

Pipe Conveyor 0

Catwalk Tugger

Electronic Pipe Measuring Device 0

Other Handling Tasks/Equipment0 0

0 0

0 0

0 0

0 0


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170454731.xls Help Pages 4 of 13 09/07/2013 21:05:32

Standard

Formatting

Reviewing

Tubular Handling Appraisal FormHelp

Macro Security Problems

This spreadsheet requires that macros are enabled in order to function correctly. If you think that thespreadsheet is not working the way it should then you can test if the macros are enabled by pressingthe [Return to Form] button at the top of this screen. If you are returned back to the main form then

macros are enabled.

If clicking on the button does not return you to the main form then it is probably because macros arenot enabled. There are two ways to resolve this.

1. Did you see a message asking you to choose to Enable or Disable macros when you opened thissheet? If the answer is yes then you should close this sheet and reopen and click on Enable Macroswhen prompted.

2. The Excel macro security may be set to High which automatically disables ALL macros. To change

this setting, click on theTools | Macro | Security... menu option, select the Medium security option andclick on the [OK] button.

You will now have to close Excel and reopen it again and when you open this spreadsheet you will be

asked if you want to enable or disable macros, please click on Enable Macros when prompted.

Using The Form

When using the form it is possible to get additional help for each question. If the user right-clicks on acell a popup dialogue box will be displayed offering extended guidance notes.

Data EntrySome of the cells have data validation rules attached to them that will require you to provide one of a

preset list of answers, for example Y, N for yes or no or H, M, L for high, medium or low. If you get anerror message when entering your answers it will most probably be because your response does not

match one of the preset answers.

Some cells on the worksheet will popup an extended dialogue box when selected. One example of this

is the Rig Name cell at the top left of both the Summary form and the Additional Data form.Highlighting any of the cells in this group will display the data entry input dialogue box.

On the Summary form there is a column titled Risk Mitigation Measures. Clicking on this column willpopup a dialog box into which risk, recommendation and reason text can be entered. When riskmitigation measure text has been entered, the column will show "Yes" in each cell where text has

been entered. You can also view this text by looking at the Additional Data form.

Macro Security ProblemsThis spreadsheet requires that macros are enabled in order to function correctly. If you think that the

spreadsheet is not working the way it should then you can test if the macros are enabled by pressingthe [Return to Form] button at the top of this screen. If you are returned back to the main form then

macros are enabled.

If clicking on the button does not return you to the main form then it is probably because macros arenot enabled. There are two ways to resolve this.

1. Did you see a message asking you to choose to Enable or Disable macros when you opened this

sheet? If the answer is yes then you should close this sheet and reopen and click on Enable Macroswhen prompted.

2. The Excel macro security may be set to High which automatically disables ALL macros. To changethis setting, click on theTools | Macro | Security... menu option, select the Medium security option andclick on the [OK] button.

You will now have to close Excel and reopen it again and when you open this spreadsheet you will beasked if you want to enable or disable macros, please click on EnableMacros when prompted.

Using The FormWhen using the form it is possible to get additional help for each question. If the user right-clicks on a

cell a popup dialogue box will be displayed offering extended guidance notes.

Data EntrySome of the cells have data validation rules attached to them that will require you to provide one of apreset list of answers, for example Y, N for yes or no or H, M, L for high, medium or low. If you get an

error message when entering your answers it will most probably be because your response does not

match one of the preset answers.

Some cells on the worksheet will popup an extended dialogue box when selected. One example of thisis the Rig Name cell at the top left of both the Summary form and the Additional Data form.Highlighting any of the cells in this group will display the data entry input dialogue box.

On the Summary form there is a column titled Risk Mitigation Measures. Clicking on this column willpopup a dialog box into which risk, recommendation and reason text can be entered. When risk

mitigation measure text has been entered, the column will show "Yes" in each cell where text hasbeen entered. You can also view this text by looking at the Additional Data form.


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Background

Guidelines

Conducting an Appraisal

Offshore

Tubular Handling Appraisal FormGuidance

Late 2004, a cross industry Workgroup was formed to look at developing an agreed methodologywhich would allow duty holders to be able to demonstrate a robust and well-reasoned process todetermine 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 tubularhandling processes could result in better safety performance. Several attempts to fully address theissue 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 therecommendation that a cross industry Steering Group and Workgroup be formed to work on

developing an agreed appraisal methodology for tubular handling operations. Details of SteeringGroup and Workgroup participating members are shown below.

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 thepracticalities of reducing manual handling by the introduction of mechanical aids, orchanges/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 mechanisationissue being raised after every incident, everyone agrees that development of a robust methodologyfor 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 inthe immediate future.

Each company should appoint a Team Leader/Project Manager with responsibility to oversee the

appraisal on all units owned by the company.

It is recommended that initially an offshore appraisal is conducted with the following personnelparticipating in the appraisal team:

Offshore Installation Manager

Rig Superintendent/Senior Toolpusher or Assistant Rig Super./ Night ToolpusherMaintenance 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 on different installations

Persons with experience of different types of installations Persons with experience of working in different countries

Persons with experience of working with different drilling contractors Persons with experience in working for different operators

Persons with experience in working in different disciplines


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The Template

Onshore

When conducting the Appraisal consideration should be given to how often any given task isperformed, 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 TubularHandling Equipment that may or may not be installed on the unit.

The attached Tubular Handling Appraisal Form is a tool in template format for Microsoft Excel whichhas been developed to allow users to formally document the factors leading to the choices ofequipment 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 personnelduring 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 identifiedoffshore it should be fully analysed and discussed with the onshore team prior to furthering theassessment.

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 assistusers 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 riskmitigation 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 oftask, availability of utilities, through to competency and maintenance issues. Boxes should becompleted 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 carriedout should also be noted.

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 anyoutstanding 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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After Completion

Acknowledgements

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.

Once the template is completed and rig owners have developed any action plan necessary, this shouldbe retained as a reference document. During safety case assessment or incident investigation, theHSE 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 arehigh 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 befully met.

If deemed appropriate, the HSE may sample the appraisal, and/or inspect action planimplementation.

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 WorkgroupRichie Adams (Maersk Contractors/BROA)John Bowie (Maritime Hydraulics)Ian Clydesdale (GlobalSantaFe)

Kenny DeyBilly 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 ChairmanRichard Tait (Maritime Hydraulics)

Tom Whalen (Talisman)


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Steering and Work Group FacilitatorsVal Hood (IADC North Sea Chapter)

Vicky Reid (IADC North Sea Chapter)


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Tubular Handling Appraisal FormQuestion Guidance

CurrentSituation

Please indicate what the current situation is regarding this equipment. For mostequipment, 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

AdditionalInformation

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

Use

Please indicate what the frequency of use is for this piece of equipment.

H=Used daily, M=Several times per fortnight, L=Seldom, once per month or less, N=Notapplicable


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WorkingPractices

Consider each piece of equipment separately when answering this column. Consider theitem 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 andexplore 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 workpractices, other risks, which may be introduced by the use of new equipment with

increased mechanisation, should be taken into account. These risks may include beingcaught between moving machinery, pressurised hydraulic leaks, more compact areas to

work in due to an increased amount of equipment placed in the area, dropped objectsdue 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 provideoperational feedback which may be beneficial to your assessment and final

conclusion.

Examples of changes to working practices could be BHAs pre-assembled in shorebase. 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 guidanceto 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 orby installing new equipment, what would be the benefit to the safety of your operationand 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 ifnot, 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 theirown variation of risk assessment procedures and system. However when deciding on

safety benefits some very good examples of questions and items for consideration canbe 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 anexternal agency on a higher level.

H=High, implementation of new practices (if any) which have been identified, orfurther investigations into installation of new equipment is required, M=Medium,

introduction of new practices, or equipment may not significantly improve safetyor reduce risks. Technically limiting considerations should be further investigated,

L=Low, little or no safety benefit by the introduction of new practices, proceduresor equipment.


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SpaceAvailable

Consider each piece of equipment separately when answering this column. If youhave 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 desiredhardware. 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 berequired 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 withoutcompromising 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 andthere is the space and utilities available, this column looks at the structural impact of theequipment 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 jacketloading is already high, where the allowable deck loading is low or where increasing theequipment loading may impact on some other critical factor like maximum allowable

forces on the derrick structure (this is especially the case with topdrive installation, forexample)

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 additionalbeams 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.

UtilitiesAvailable

If equipment upgrades are identified as the best method of tubular handling, pleaseindicate 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 ofInstallation

Please indicate what you consider would be the difficulty of installation.

H=High, total shutdown required greater than 3 days, M=Medium, total shutdownrequired less than 3 days, L=Low, work can be carried out offline

CompetencyAssessment

Consider each piece of equipment separately when answering this column. If you wereto 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 equipmentboth mechanical and electrical as well as electronic, PLC, and computer based.

Y=Yes, current competency modules adequately cover required standards personnel arealready competent to carry out new tasks, N=No, new competency modules will requireto 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 thinkadditional training will be required to be conducted? Consideration should be given todrill 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 normaloperations with little to no effect on rig time.

OnshoreTraining

Consider each piece of equipment separately when answering this column. What is thetime 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 berequired 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 havedetermined, 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 theequipment generally.

Some of the areas to consider would be that: By installing some equipment the use of other nearby hardware would becompromised, 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 andperformance.

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.

OffshoreMaintenance

Please indicate what you consider would be the impact on maintenance offshore.

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 onthe job or offshore training.

Documents

Tubular Handling Appraisal Form