Assessor Resource

RIINHB501F
Plan drilling

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to inspect a drilling site, select an appropriate drilling method, manage costs, quotes and permits, design and organise a drilling program and prepare a work health and safety (WHS) plan for site.

It applies to those working in management or consultancy roles. They generally perform tasks involving a high level of autonomy that require the application of significant judgement in planning and determining the selection of equipment, roles and techniques for themselves and others. They are required to demonstrate the application of a broad range of technical, managerial, coordination and planning skills.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

plan drilling on at least two occasions, including:

determining required method of drilling and down hole tools in consultation with other personnel

identifying, assessing and selecting plan components

identifying required information and scope of work

consulting and negotiating with stakeholders

researching site for accessibility, services, hazards, legal and environmental problems, and exploring viable options to determine issues

evaluating ground conditions for selected site

preparing cost estimates and documenting and presenting quote/tender

identifying and arranging permits and licences

assessing site hazards and risks and preparing Work Health Safety plan.

During the above, the candidate must:

locate and apply required legislation, documentation, policies and procedures

implement the procedures and techniques for the planning of drilling programs, including:

identifying, addressing and reporting potential hazards and risks

implementing emergency response plan and procedures

identifying, addressing and reporting environmental issues

checking all contractor-supplied equipment

applying negotiation skills with clients and other parties

preparing costing, estimations and tenders

using project management tools and programs

work with others to complete the planning of drilling programs, including:

preparing for and organising work activities to meet all task requirements

communicating with others to receive and clarify work instructions

using a range of communication techniques and aids to advise others of work activity and exclusion zones

using written and verbal communications to convey all activities and outcomes for rig operations to others.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key policies, procedures and established requirements for planning drilling, including those for:

risk assessment and management

workplace health and safety

environmental management

workplace communication

quality management

contract management

plant, equipment and tools maintenance

materials deliveries

developing and implementing communication systems, processes and procedures

accessing, interpreting and applying identifying plant and equipment capabilities and limitations

inspection/research techniques for collecting data, including:

linear measurement

angular measurement

by manual/electronic means

communication documents including maps, geological and topographical data, diagrams, graphical representation (including maps and diagrams and their uses for interpretation and prediction)

special requirements for different methods of drilling

environmental requirements for drill sites.

Mandatory conditions for assessment of this unit are stipulated below. The assessment must:

include access to:

personal protective equipment

equipment required to plan drilling

be conducted in a safe environment; and,

be assessed in the context of this sector's work environment; and,

be assessed in compliance with relevant legislation/regulation and using policies, procedures and processes directly related to the industry sector for which it is being assessed; and,

confirm consistent performance can be applied in a range of relevant workplace circumstances.

Where personal safety or environmental damage are limiting factors, assessment may occur in a simulated work environment* provided it is realistic and sufficiently rigorous to cover all aspects of this sector’s workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills.

Assessor requirements

Assessors must be able to clearly demonstrate current and relevant industry knowledge and experience to satisfy the mandatory regulatory standards as set out in the Standards for Registered Training Organisations 2015/Australian Quality Training Framework mandatory requirements for assessors current at the time of assessment and any relevant licensing and certification requirements. This includes:

vocational competencies at least to the level being delivered and assessed

current industry skills directly relevant to the training and assessment being provided

current knowledge and skills in vocational training and learning that informs their training and assessment

formal relevant qualifications in training and assessment

having knowledge of and/or experience using the latest techniques and processes

possessing the required level of RII training product knowledge

having an understanding and knowledge of legislation and regulations relevant to the industry and to employment and workplaces

demonstrating the performance evidence, and knowledge evidence outlined in this unit of competency, and

the minimum years of current** work experience after competency has been obtained as specified below in an industry sector relevant to the outcomes of the unit.

It is also acceptable for the appropriately qualified assessor to work with an industry expert to conduct assessment together and for the industry expert to be involved in the assessment judgement. The industry expert must have current industry skills directly relevant to the training and assessment being provided. This means the industry subject matter expert must demonstrate skills and knowledge from the minimum years of current work experience after competency has been obtained as specified below, including time spent in roles related to the unit being assessed:

Industry sector

AQF indicator level***

Required assessor or industry subject matter expert experience

Drilling, Metalliferous Mining, Coal Mining, Extractive (Quarrying) and Civil Infrastructure

1

1 year

2

2 years

Drilling, Coal Mining, Extractive (Quarrying), Metalliferous Mining and Civil Infrastructure

3-6

3 years

Other sectors

Where this unit is being assessed outside of the resources and infrastructure sectors assessor and/or industry subject matter expert experience should be in-line with industry standards for the sector in which it is being assessed and where no industry standard is specified should comply with any relevant regulation.

*Guidance on simulated environments has been stipulated in the RII Companion Volume Implementation Guide located on VETNet.

**Assessors can demonstrate current work experience through employment within industry in a role relevant to the outcomes of the unit; or, for external assessors this can be demonstrated through exposure to industry by conducting a minimum number of site assessments as determined by the relevant industry sector, across various locations.

*** While a unit of competency does not have an AQF level, where a unit is being delivered outside of a qualification the first numeric character in the unit code should be considered as the AQF indicator level for assessment purposes.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

plan drilling on at least two occasions, including:

determining required method of drilling and down hole tools in consultation with other personnel

identifying, assessing and selecting plan components

identifying required information and scope of work

consulting and negotiating with stakeholders

researching site for accessibility, services, hazards, legal and environmental problems, and exploring viable options to determine issues

evaluating ground conditions for selected site

preparing cost estimates and documenting and presenting quote/tender

identifying and arranging permits and licences

assessing site hazards and risks and preparing Work Health Safety plan.

During the above, the candidate must:

locate and apply required legislation, documentation, policies and procedures

implement the procedures and techniques for the planning of drilling programs, including:

identifying, addressing and reporting potential hazards and risks

implementing emergency response plan and procedures

identifying, addressing and reporting environmental issues

checking all contractor-supplied equipment

applying negotiation skills with clients and other parties

preparing costing, estimations and tenders

using project management tools and programs

work with others to complete the planning of drilling programs, including:

preparing for and organising work activities to meet all task requirements

communicating with others to receive and clarify work instructions

using a range of communication techniques and aids to advise others of work activity and exclusion zones

using written and verbal communications to convey all activities and outcomes for rig operations to others.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key policies, procedures and established requirements for planning drilling, including those for:

risk assessment and management

workplace health and safety

environmental management

workplace communication

quality management

contract management

plant, equipment and tools maintenance

materials deliveries

developing and implementing communication systems, processes and procedures

accessing, interpreting and applying identifying plant and equipment capabilities and limitations

inspection/research techniques for collecting data, including:

linear measurement

angular measurement

by manual/electronic means

communication documents including maps, geological and topographical data, diagrams, graphical representation (including maps and diagrams and their uses for interpretation and prediction)

special requirements for different methods of drilling

environmental requirements for drill sites.

Mandatory conditions for assessment of this unit are stipulated below. The assessment must:

include access to:

personal protective equipment

equipment required to plan drilling

be conducted in a safe environment; and,

be assessed in the context of this sector's work environment; and,

be assessed in compliance with relevant legislation/regulation and using policies, procedures and processes directly related to the industry sector for which it is being assessed; and,

confirm consistent performance can be applied in a range of relevant workplace circumstances.

Where personal safety or environmental damage are limiting factors, assessment may occur in a simulated work environment* provided it is realistic and sufficiently rigorous to cover all aspects of this sector’s workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills.

Assessor requirements

Assessors must be able to clearly demonstrate current and relevant industry knowledge and experience to satisfy the mandatory regulatory standards as set out in the Standards for Registered Training Organisations 2015/Australian Quality Training Framework mandatory requirements for assessors current at the time of assessment and any relevant licensing and certification requirements. This includes:

vocational competencies at least to the level being delivered and assessed

current industry skills directly relevant to the training and assessment being provided

current knowledge and skills in vocational training and learning that informs their training and assessment

formal relevant qualifications in training and assessment

having knowledge of and/or experience using the latest techniques and processes

possessing the required level of RII training product knowledge

having an understanding and knowledge of legislation and regulations relevant to the industry and to employment and workplaces

demonstrating the performance evidence, and knowledge evidence outlined in this unit of competency, and

the minimum years of current** work experience after competency has been obtained as specified below in an industry sector relevant to the outcomes of the unit.

It is also acceptable for the appropriately qualified assessor to work with an industry expert to conduct assessment together and for the industry expert to be involved in the assessment judgement. The industry expert must have current industry skills directly relevant to the training and assessment being provided. This means the industry subject matter expert must demonstrate skills and knowledge from the minimum years of current work experience after competency has been obtained as specified below, including time spent in roles related to the unit being assessed:

Industry sector

AQF indicator level***

Required assessor or industry subject matter expert experience

Drilling, Metalliferous Mining, Coal Mining, Extractive (Quarrying) and Civil Infrastructure

1

1 year

2

2 years

Drilling, Coal Mining, Extractive (Quarrying), Metalliferous Mining and Civil Infrastructure

3-6

3 years

Other sectors

Where this unit is being assessed outside of the resources and infrastructure sectors assessor and/or industry subject matter expert experience should be in-line with industry standards for the sector in which it is being assessed and where no industry standard is specified should comply with any relevant regulation.

*Guidance on simulated environments has been stipulated in the RII Companion Volume Implementation Guide located on VETNet.

**Assessors can demonstrate current work experience through employment within industry in a role relevant to the outcomes of the unit; or, for external assessors this can be demonstrated through exposure to industry by conducting a minimum number of site assessments as determined by the relevant industry sector, across various locations.

*** While a unit of competency does not have an AQF level, where a unit is being delivered outside of a qualification the first numeric character in the unit code should be considered as the AQF indicator level for assessment purposes.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Define and confirm precise scope of work expected by client and other relevant parties 
Access, interpret and apply drilling planning documentation and confirm work activity is compliant 
Communicate with all parties and confirm that priorities and special requirements are understood and acted upon 
Negotiate an achievable and acceptable contract with the client within the scope of the legal requirements and legal responsibilities of the driller 
Achieve and document agreement on the drilling plan by communicating and clarifying intended objectives and contract requirements with all relevant parties 
Develop, in consultation, a time schedule for all operations 
Establish size and nature of intended drill sites and designated routes to reach them 
Assess topographical and geological features and identify preferred drilling sites 
Locate and interpret specific relevant information from maps, diagrams or from other data 
Identify legal and environmental limitations and hazards applying to site and take appropriate action 
Identify and honour locations of socially or environmentally sensitive areas according to site agreement 
Check availability and distance of water and/or other local supplies 
Read and evaluate available data relevant to ground conditions 
Select optimum method of drilling and down hole tools, in consultation with other personnel, according to work requirements 
Prepare data for quote, listing all necessary activities, materials and sub-contracting services needed 
Allow a contingency sum for identifiable but uncertain factors 
Use mathematical calculations and estimations to determine job costs 
Document and present quote or tender 
Determine and obtain the required permits and licences 
Follow correct application procedures 
Establish action plan that ensures completion of program to client satisfaction, within quality, time and cost parameters 
Select appropriate and available crew and other resources for the job 
Communicate scope of work, job requirements, working conditions and roles and responsibilities to crew involved in drilling program 
Prepare fieldwork instructions detailing project location, access, water supply, aims of project and detailed instructions 
Note variations to scope of work/contractual requirements on log according to workplace procedures 
Establish size and nature of intended drill rig sites, and routes for reaching them 
Specify any access track, clearing or bench construction sizes and compaction required to support rigs and equipment 
Clarify availability of site amenities and back up support 
Decide upon methods of controlling flow off site, disposing of wastes and restoring site after operations according to environmental requirements 
Prepare plan to eliminate/mitigate hazards to designated level 
Confirm signs, hazards and warnings are observed and consequences understood 
Determine and acquire required safety equipment 
Incorporate safety rules and regulations, legislation and specific site instructions 
Obtain sign-off on commitment to WHS plan from crew 

Forms

Assessment Cover Sheet

RIINHB501F - Plan drilling
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

RIINHB501F - Plan drilling

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: