Assessor Resource

RIIOGD403E
Conduct drilling operations

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to commence and maintain drilling operations, drill intermediate and/or main holes, prepare for hole abandonment and conduct housekeeping activities.

This unit applies to those working in supervisory roles. They generally perform tasks involving a broad range of varied activities most of which are complex and non-routine and are responsible for the quantity and quality of the output of others.

Licensing, legislative and certification requirements that apply to this unit can vary between states, territories, and industry sectors. Users must check requirements with relevant body before applying the unit.

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:

conduct drilling operations on at least two occasions, including:

undertaking surface and main hole drilling

carrying out cementing procedures

maintaining drill hole

preparing the hole for abandonment

troubleshooting and problem solving, including rise in rotary torque and mud pressure

performing calculations, including:

quantities up-hole calculations

velocity specific calculations

gravity volumes calculations

capacities pressure calculations.

During the above, the candidate must:

locate and apply required documentation, policies and procedures

implement the requirements, procedures and techniques for conducting drilling operations, including:

identifying, addressing and reporting potential hazards and risks

carrying out emergency response

identifying, addressing and reporting environmental issues

preparing written records and reports

rectifying any identified faults and malfunctions within scope of own role and escalating where required

work with others to conduct drilling operations to meet required outcomes, including:

preparing for and organising work activities to meet 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.

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 legislation required for conducting drilling operations

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

setting up work activity

site isolation, signage and erecting barriers

work health and safety

environmental issues

selecting all plant, tools and equipment to carry out tasks and checking for faults

carrying out work to specifications

communication techniques relevant to work activities

maintaining tubular tallies

calculations, including:

quantities up-hole calculations

velocity specific calculations

gravity volumes calculations

capacities pressure calculations.

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

include access to:

personal protective equipment

equipment required to conduct drilling operations

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:

conduct drilling operations on at least two occasions, including:

undertaking surface and main hole drilling

carrying out cementing procedures

maintaining drill hole

preparing the hole for abandonment

troubleshooting and problem solving, including rise in rotary torque and mud pressure

performing calculations, including:

quantities up-hole calculations

velocity specific calculations

gravity volumes calculations

capacities pressure calculations.

During the above, the candidate must:

locate and apply required documentation, policies and procedures

implement the requirements, procedures and techniques for conducting drilling operations, including:

identifying, addressing and reporting potential hazards and risks

carrying out emergency response

identifying, addressing and reporting environmental issues

preparing written records and reports

rectifying any identified faults and malfunctions within scope of own role and escalating where required

work with others to conduct drilling operations to meet required outcomes, including:

preparing for and organising work activities to meet 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.

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 legislation required for conducting drilling operations

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

setting up work activity

site isolation, signage and erecting barriers

work health and safety

environmental issues

selecting all plant, tools and equipment to carry out tasks and checking for faults

carrying out work to specifications

communication techniques relevant to work activities

maintaining tubular tallies

calculations, including:

quantities up-hole calculations

velocity specific calculations

gravity volumes calculations

capacities pressure calculations.

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

include access to:

personal protective equipment

equipment required to conduct drilling operations

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
Obtain, interpret and confirm work requirements 
Access, interpret and apply drilling operations documentation and confirm work activity is compliant 
Identify and minimise environmental issues and potential hazards, and assess and address risks within scope of own role and according to workplace procedures 
Select and wear personal protective equipment required to the work activities 
Communicate emergency response and work health and safety requirements, including the possibility of wellbore influx and well control, to crew members 
Communicate with other personnel at site according to work requirements and confirm briefings and handover details are communicated and received 
Check, clean and lubricate equipment, including mud riser/conductor/connections and rectify and report any faults 
Check tool requirements and assembled in wellhead area 
Obtain, interpret and clarify drilling program requirements 
Undertake surface hole drilling according to work requirements and manufacturer specifications 
Commence intermediate and main hole drilling operations 
Monitor, maintain and record drilling parameters in line with drilling program 
Calculate and maintain kill sheet requirements and carry out and record integrity tests 
Maintain tubular tallies according to workplace procedures 
Inspect and prepare casing running tools and casing for operation according to manufacturer specifications and workplace procedures 
Undertake cementing preparations according to job requirements 
Run casing and prepare for cementing according to job requirements 
Undertake preparations, and give assistance in drilling stem tests and logging and coring operations 
Instruct crew on safe core recovery procedures 
Put arrangements in place for nippling-up and drilling out 
Obtain, read and confirm drilling program and timing schedule 
Check equipment and tools for sizing and integrity and rectify or report faults 
Maintain hole within deviation limits 
Adhere to sound drilling and safety practices during nippling-up and pressure testing operations 
Confirm program for completion or abandonment 
Check tools and equipment for integrity and rectify or report faults 
Complete written reports according to workplace procedures 
Clean, check, perform maintenance on and store plant, tools and equipment 
Report issues identified with plant, tools and equipment 

Forms

Assessment Cover Sheet

RIIOGD403E - Conduct drilling operations
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

RIIOGD403E - Conduct drilling operations

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: