Assessor Resource

RIIOGD504D
Manage drilling operations

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes a participant’s skills and knowledge required to manage drilling operations in Drilling .

This unit is appropriate for those working in management roles.

Licensing, legislative, regulatory and certification requirements that apply to this unit can vary between states, territories, and industry sectors. Relevant information must be sourced prior to application of 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.

1. Plan and prepare for managing drilling operations

1.1 Access, interpret and apply documentation for managing drilling operations and ensure the work activity is compliant

1.2 Obtain, read, interpret, clarify and confirm work requirements

1.3 Identify and address potential hazards, risks and environmental issues and implement control measures

1.4 Select and wear personal protective equipment appropriate to the work activities

1.5 Resolve coordination requirements with others at the site prior to commencing, during and on completion of work activities

2. Implement drill management strategies

2.1 Obtain and check copies of contract and well program, design implementation strategies and communicate to relevant personnel

2.2 Prepare daily drilling written reports and tour sheets

2.3 Undertake inspections of operating site and camp, record and report

2.4 Establish communication strategies and confirm with operator’s representative

2.5 Review, interpret and confirm company requirements

2.6 Implement and communicate reporting procedures

2.7 Establish and communicate rig maintenance arrangements

3. Manage work health and safety obligations

3.1 Implement and conduct crew meetings, record minutes and communicate to relevant personnel

3.2 Establish, implement, monitor, record and report safety inspection strategies

3.3 Induct new employees into site operations and establish monitoring strategies

3.4 Establish, implement, monitor and documentpermit-to-work procedures

3.5 Identify and implement emergency response arrangements

3.6 Identify, implement, monitor and document environmental and company requirements

3.7 Identify, rectify and report variances to relevant personnel

4. Oversee drilling operations

4.1 Obtain, confirm and clarify drill program

4.2 Select and access drilling plant, tools and equipment, ensure fit-for-service and report/repair any faults

4.3 Establish and monitor reporting mechanisms

4.4 Implement, maintain and monitor well control and blowout prevention strategies and report

4.5 Identify and investigate non-conformances,report and implement corrective strategies

4.6 Carry out and monitor appropriate tests and report

5. Oversee housekeeping activities

5.1 Clean, check, maintain and store plant, tools and equipment

5.2 Report issues identified with plant, tools and equipment

Evidence is required to be collected that demonstrates a candidate’s competency in this unit. Evidence must be relevant to the roles within this sector’s work operations and satisfy all of the requirements of the performance criteria of this unit and include evidence that the candidate:

locates and applies applicable documentation, policies and procedures

implements the requirements, procedures and techniques for the safe, effective and efficient management of drilling operations including:

identifying, addressing and reporting potential hazards and risks

controlling identified hazards

carrying out emergency response

identifying, addressing and reporting environmental issues

preparing written records and reports

rectifying and/or reporting faults and malfunctions

works effectively with others to undertake and complete the managing of drilling operations to meet all required outcomes including:

communicating clearly and concisely with others to receive, give and clarify work instructions

preparing for and organising work activities to meet all task requirements

establishing and maintaining coordination with others relating to the work activity

demonstrates completion of the management of drilling operation that safely, effectively and efficiently meets all of the required outcomes on more than one (1) occasion including:

undertaking routine inspections

identifying, rectifying and reporting non-conformances

inducting new employees into site operations

assessing safe work practices and adherence to drilling instructions

monitoring and reporting all drilling operations activity

carry out numerical calculations including:

addition, subtraction, multiplication, division

relate normal pressure to temperature

using calculator if required

using estimated skills (e.g. mental arithmetic, visualisation of size and quantity)

basic geometry (e.g. interpreting depth, direction)

use of metric and imperials and conversion between the two

interpreting of gauges, graphs etc

calculations relating to pressure (hydrostatic, surface, downhole, circulating), density, volume (fluid, air, gas), height, velocity, length, weight

measurements (penetration rate, rotary torque, rpm, pump pressure

budget and monitor operating costs

The candidate must demonstrate knowledge in the management of drilling operations through:

accessing, interpreting and applying legislative, organisation and site requirements and procedures for:

identifying and managing risks

identifying, addressing and reporting environmental issues

setting up work activity

site isolation, signage and erecting barriers

work health and safety

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

carrying out work to specifications

â—¦standard working practices and procedures

applying correct methods to control identified hazards

applying technical solutions to drilling operations

well control

downhole problems and solutions

An assessor of this unit must satisfy the requirements of the NVR/AQTF or their successors; and Industry regulations for certification and licensing; and,

this unit must be assessed in the context of this sector’s work environment; and,

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

assessment may be conducted in conjunction with the assessment of other Units of Competency; and,

assessment must confirm consistent performance can be applied in a range of relevant workplace circumstances; and,

assessors must demonstrate the performance evidence, and knowledge evidence as outlined in this Unit of Competency, and through the minimum years of current* work experience specified below in an Industry sector relevant to the outcomes of the unit; or,

where the assessor does not meet experience requirements a co-assessment or partnership arrangement must exist between the qualified assessor and an Industry subject matter expert. The Industry subject matter expert should hold the unit being assessed (or an equivalent unit) and/or demonstrate equivalence of skills and knowledge at the unit level. An Industry technical expert must also demonstrate skills and knowledge from the minimum years of current work experience specified below in the Industry sector, including time spent in roles related to the unit being assessed; and,

assessor and Industry subject matter expert requirements differ depending on the Australian Qualifications Framework Level (AQF) of the qualification being assessed and/or Industry Sector as follows:

Industry sector

AQF** Level

Required assessor or Industry subject matter expert experience

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

1

1 Year

2

2 Years

Drilling, Coal Mining and Extractive (Quarrying)

3-6

3 Years

Metalliferous Mining and Civil Construction

3-6

5 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.

*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 frequent site assessments across various locations.

**Where a unit is being delivered outside of a Qualification the first numeric character in the Unit code should be considered to indicate the AQF level


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.

1. Plan and prepare for managing drilling operations

1.1 Access, interpret and apply documentation for managing drilling operations and ensure the work activity is compliant

1.2 Obtain, read, interpret, clarify and confirm work requirements

1.3 Identify and address potential hazards, risks and environmental issues and implement control measures

1.4 Select and wear personal protective equipment appropriate to the work activities

1.5 Resolve coordination requirements with others at the site prior to commencing, during and on completion of work activities

2. Implement drill management strategies

2.1 Obtain and check copies of contract and well program, design implementation strategies and communicate to relevant personnel

2.2 Prepare daily drilling written reports and tour sheets

2.3 Undertake inspections of operating site and camp, record and report

2.4 Establish communication strategies and confirm with operator’s representative

2.5 Review, interpret and confirm company requirements

2.6 Implement and communicate reporting procedures

2.7 Establish and communicate rig maintenance arrangements

3. Manage work health and safety obligations

3.1 Implement and conduct crew meetings, record minutes and communicate to relevant personnel

3.2 Establish, implement, monitor, record and report safety inspection strategies

3.3 Induct new employees into site operations and establish monitoring strategies

3.4 Establish, implement, monitor and documentpermit-to-work procedures

3.5 Identify and implement emergency response arrangements

3.6 Identify, implement, monitor and document environmental and company requirements

3.7 Identify, rectify and report variances to relevant personnel

4. Oversee drilling operations

4.1 Obtain, confirm and clarify drill program

4.2 Select and access drilling plant, tools and equipment, ensure fit-for-service and report/repair any faults

4.3 Establish and monitor reporting mechanisms

4.4 Implement, maintain and monitor well control and blowout prevention strategies and report

4.5 Identify and investigate non-conformances,report and implement corrective strategies

4.6 Carry out and monitor appropriate tests and report

5. Oversee housekeeping activities

5.1 Clean, check, maintain and store plant, tools and equipment

5.2 Report issues identified with plant, tools and equipment

Evidence is required to be collected that demonstrates a candidate’s competency in this unit. Evidence must be relevant to the roles within this sector’s work operations and satisfy all of the requirements of the performance criteria of this unit and include evidence that the candidate:

locates and applies applicable documentation, policies and procedures

implements the requirements, procedures and techniques for the safe, effective and efficient management of drilling operations including:

identifying, addressing and reporting potential hazards and risks

controlling identified hazards

carrying out emergency response

identifying, addressing and reporting environmental issues

preparing written records and reports

rectifying and/or reporting faults and malfunctions

works effectively with others to undertake and complete the managing of drilling operations to meet all required outcomes including:

communicating clearly and concisely with others to receive, give and clarify work instructions

preparing for and organising work activities to meet all task requirements

establishing and maintaining coordination with others relating to the work activity

demonstrates completion of the management of drilling operation that safely, effectively and efficiently meets all of the required outcomes on more than one (1) occasion including:

undertaking routine inspections

identifying, rectifying and reporting non-conformances

inducting new employees into site operations

assessing safe work practices and adherence to drilling instructions

monitoring and reporting all drilling operations activity

carry out numerical calculations including:

addition, subtraction, multiplication, division

relate normal pressure to temperature

using calculator if required

using estimated skills (e.g. mental arithmetic, visualisation of size and quantity)

basic geometry (e.g. interpreting depth, direction)

use of metric and imperials and conversion between the two

interpreting of gauges, graphs etc

calculations relating to pressure (hydrostatic, surface, downhole, circulating), density, volume (fluid, air, gas), height, velocity, length, weight

measurements (penetration rate, rotary torque, rpm, pump pressure

budget and monitor operating costs

The candidate must demonstrate knowledge in the management of drilling operations through:

accessing, interpreting and applying legislative, organisation and site requirements and procedures for:

identifying and managing risks

identifying, addressing and reporting environmental issues

setting up work activity

site isolation, signage and erecting barriers

work health and safety

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

carrying out work to specifications

â—¦standard working practices and procedures

applying correct methods to control identified hazards

applying technical solutions to drilling operations

well control

downhole problems and solutions

An assessor of this unit must satisfy the requirements of the NVR/AQTF or their successors; and Industry regulations for certification and licensing; and,

this unit must be assessed in the context of this sector’s work environment; and,

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

assessment may be conducted in conjunction with the assessment of other Units of Competency; and,

assessment must confirm consistent performance can be applied in a range of relevant workplace circumstances; and,

assessors must demonstrate the performance evidence, and knowledge evidence as outlined in this Unit of Competency, and through the minimum years of current* work experience specified below in an Industry sector relevant to the outcomes of the unit; or,

where the assessor does not meet experience requirements a co-assessment or partnership arrangement must exist between the qualified assessor and an Industry subject matter expert. The Industry subject matter expert should hold the unit being assessed (or an equivalent unit) and/or demonstrate equivalence of skills and knowledge at the unit level. An Industry technical expert must also demonstrate skills and knowledge from the minimum years of current work experience specified below in the Industry sector, including time spent in roles related to the unit being assessed; and,

assessor and Industry subject matter expert requirements differ depending on the Australian Qualifications Framework Level (AQF) of the qualification being assessed and/or Industry Sector as follows:

Industry sector

AQF** Level

Required assessor or Industry subject matter expert experience

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

1

1 Year

2

2 Years

Drilling, Coal Mining and Extractive (Quarrying)

3-6

3 Years

Metalliferous Mining and Civil Construction

3-6

5 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.

*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 frequent site assessments across various locations.

**Where a unit is being delivered outside of a Qualification the first numeric character in the Unit code should be considered to indicate the AQF level

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
Access, interpret and apply documentation for managing drilling operations and ensure the work activity is compliant 
Obtain, read, interpret, clarify and confirm work requirements 
Identify and address potential hazards, risks and environmental issues and implement control measures 
Select and wear personal protective equipment appropriate to the work activities 
Resolve coordination requirements with others at the site prior to commencing, during and on completion of work activities 
Obtain and check copies of contract and well program, design implementation strategies and communicate to relevant personnel 
Prepare daily drilling written reports and tour sheets 
Undertake inspections of operating site and camp, record and report 
Establish communication strategies and confirm with operator’s representative 
Review, interpret and confirm company requirements 
Implement and communicate reporting procedures 
Establish and communicate rig maintenance arrangements 
Implement and conduct crew meetings, record minutes and communicate to relevant personnel 
Establish, implement, monitor, record and report safety inspection strategies 
Induct new employees into site operations and establish monitoring strategies 
Establish, implement, monitor and documentpermit-to-work procedures 
Identify and implement emergency response arrangements 
Identify, implement, monitor and document environmental and company requirements 
Identify, rectify and report variances to relevant personnel 
Obtain, confirm and clarify drill program 
Select and access drilling plant, tools and equipment, ensure fit-for-service and report/repair any faults 
Establish and monitor reporting mechanisms 
Implement, maintain and monitor well control and blowout prevention strategies and report 
Identify and investigate non-conformances,report and implement corrective strategies 
Carry out and monitor appropriate tests and report 
Clean, check, maintain and store plant, tools and equipment 
Report issues identified with plant, tools and equipment 

Forms

Assessment Cover Sheet

RIIOGD504D - Manage 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

RIIOGD504D - Manage 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: