Assessor Resource

RIINHB501E
Plan drilling

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes a participant’s skills and knowledge required to plan drilling in the drilling sector.

This unit is appropriate for those working in management or technical specialist roles.

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.

1. Plan and prepare for planning drilling program

1.1 Access, interpret and apply drilling planning documentation and ensure the work activity is compliant

1.2 Define and confirm precise scope of work expected by client and other relevant parties

1.3 Communicate with all parties clearly and concisely to ensure that priorities and special requirements are understood and acted upon

1.4 Negotiate an achievable and acceptable contract with the client within the scope of the driller’s legal requirements and legal responsibilities

1.5 Achieve and document agreement on the drilling plan by communicating and clarifying intended objectives and contract requirements with all relevant parties

1.6 Develop, in consultation, a time schedule for all operations

2. Inspect/research site for accessibility, services, hazards, legal and environmental problems

2.1 Establish size and nature of intended drill sites and designated routes to reach them

2.2 Assess topographical and geological features and identify preferred drilling sites

2.3 Locate and interpret specific relevant information from maps, diagrams or from other data

2.4 Identify legal and environmental limitations, and hazards applying to site and take appropriate action

2.5 Identify and honour locations of socially or environmentally sensitive areas according to the site agreement

2.6 Check availability and distance of water and/or other local supplies

3. Select appropriate drilling method

3.1 Read and evaluate available data relevant to ground conditions

3.2 Select optimum method of drilling and down hole tools, in consultation with other personnel

4. Prepare cost estimates, quotes and tenders

4.1 Prepare data for quote, listing all necessary activities, materials and sub-contracting services needed

4.2 Allow a contingency sum for identifiable but uncertain factors

4.3 Use mathematical calculations and estimations to determine job costs

4.4 Document and present quote/tender

5. Arrange permits and licences

5.1 Determine and obtain the required permits and licences

5.2 Follow correct application procedures

6. Design and organise drilling program

6.1 Establish action plan to ensure completion of program to client satisfaction, within quality, time and cost parameters

6.2 Communicate scope of work to crew involved in drilling program

6.3 Prepare fieldwork instructions, detailing project location, access, water supply, aims of project and detailed instructions

6.4 Note variations to scope of work/contractual requirements on log

6.5 Select appropriate and available crew and other resources for the job

6.6 Communicate, clearly and concisely, with crew(s) about job requirements, working conditions and roles and responsibilities

6.7 Establish size and nature of intended drill rig sites, and routes for reaching them

6.8 Specify any access track, clearing or bench construction sizes and compaction required to support rigs and equipment

6.9 Clarify availability of site amenities and back up support

6.10 Decide upon methods of controlling flow off site, disposing of wastes and restoring the site after the operations

7. Prepare WHS plan for site

7.1 Prepare plan to eliminate/mitigate hazards to designated level

7.2 Ensure signs, hazards and warnings are observed and consequences understood

7.3 Determine and acquire required safety equipment

7.4 Incorporate safety rules and regulations, legislation and specific site instructions

7.5 Obtain sign-off on commitment to work health and safety (WHS) plan from crew

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 relevant legislation, documentation, policies and procedures

implements the procedures and techniques for the safe, effective and efficient planning of drilling programs including:

identifying, addressing and reporting potential hazards and risks

controlling identified hazards

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

works effectively with others to undertake and complete the planning of drilling programs including:

preparing for and organising work activities to meet all task requirements

communicating clearly and concisely 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 in a clear and concise manner

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

using appropriate 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 resolve issues

evaluating ground conditions and selecting site

preparing cost estimates and documenting and presenting quote/tender

identifying and arranging permits and licences

assessing site hazards and risks and prepare Work Health Safety plan

The candidate must demonstrate knowledge of the following when planning drilling programs:

legislative, organisation and site requirement and procedures for:

risk assessment and management

statutory compliance

workplace health and safety

environmental management

workplace communication

quality management

contract management

plant, equipment and tools maintenance

materials deliveries

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

inspection/research techniques for collection of data:

linear measurement

angular measurement

by manual/electronic means

development and implementation of communication systems, processes and procedures

communication documents including maps, geological and topographical data, diagrams, graphical representation (e.g. maps, diagrams and its uses for interpretation and prediction)

special requirements for different methods of drilling

environmental requirements for drill sites

WHS planning principles

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors; 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 planning drilling program

1.1 Access, interpret and apply drilling planning documentation and ensure the work activity is compliant

1.2 Define and confirm precise scope of work expected by client and other relevant parties

1.3 Communicate with all parties clearly and concisely to ensure that priorities and special requirements are understood and acted upon

1.4 Negotiate an achievable and acceptable contract with the client within the scope of the driller’s legal requirements and legal responsibilities

1.5 Achieve and document agreement on the drilling plan by communicating and clarifying intended objectives and contract requirements with all relevant parties

1.6 Develop, in consultation, a time schedule for all operations

2. Inspect/research site for accessibility, services, hazards, legal and environmental problems

2.1 Establish size and nature of intended drill sites and designated routes to reach them

2.2 Assess topographical and geological features and identify preferred drilling sites

2.3 Locate and interpret specific relevant information from maps, diagrams or from other data

2.4 Identify legal and environmental limitations, and hazards applying to site and take appropriate action

2.5 Identify and honour locations of socially or environmentally sensitive areas according to the site agreement

2.6 Check availability and distance of water and/or other local supplies

3. Select appropriate drilling method

3.1 Read and evaluate available data relevant to ground conditions

3.2 Select optimum method of drilling and down hole tools, in consultation with other personnel

4. Prepare cost estimates, quotes and tenders

4.1 Prepare data for quote, listing all necessary activities, materials and sub-contracting services needed

4.2 Allow a contingency sum for identifiable but uncertain factors

4.3 Use mathematical calculations and estimations to determine job costs

4.4 Document and present quote/tender

5. Arrange permits and licences

5.1 Determine and obtain the required permits and licences

5.2 Follow correct application procedures

6. Design and organise drilling program

6.1 Establish action plan to ensure completion of program to client satisfaction, within quality, time and cost parameters

6.2 Communicate scope of work to crew involved in drilling program

6.3 Prepare fieldwork instructions, detailing project location, access, water supply, aims of project and detailed instructions

6.4 Note variations to scope of work/contractual requirements on log

6.5 Select appropriate and available crew and other resources for the job

6.6 Communicate, clearly and concisely, with crew(s) about job requirements, working conditions and roles and responsibilities

6.7 Establish size and nature of intended drill rig sites, and routes for reaching them

6.8 Specify any access track, clearing or bench construction sizes and compaction required to support rigs and equipment

6.9 Clarify availability of site amenities and back up support

6.10 Decide upon methods of controlling flow off site, disposing of wastes and restoring the site after the operations

7. Prepare WHS plan for site

7.1 Prepare plan to eliminate/mitigate hazards to designated level

7.2 Ensure signs, hazards and warnings are observed and consequences understood

7.3 Determine and acquire required safety equipment

7.4 Incorporate safety rules and regulations, legislation and specific site instructions

7.5 Obtain sign-off on commitment to work health and safety (WHS) plan from crew

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 relevant legislation, documentation, policies and procedures

implements the procedures and techniques for the safe, effective and efficient planning of drilling programs including:

identifying, addressing and reporting potential hazards and risks

controlling identified hazards

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

works effectively with others to undertake and complete the planning of drilling programs including:

preparing for and organising work activities to meet all task requirements

communicating clearly and concisely 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 in a clear and concise manner

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

using appropriate 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 resolve issues

evaluating ground conditions and selecting site

preparing cost estimates and documenting and presenting quote/tender

identifying and arranging permits and licences

assessing site hazards and risks and prepare Work Health Safety plan

The candidate must demonstrate knowledge of the following when planning drilling programs:

legislative, organisation and site requirement and procedures for:

risk assessment and management

statutory compliance

workplace health and safety

environmental management

workplace communication

quality management

contract management

plant, equipment and tools maintenance

materials deliveries

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

inspection/research techniques for collection of data:

linear measurement

angular measurement

by manual/electronic means

development and implementation of communication systems, processes and procedures

communication documents including maps, geological and topographical data, diagrams, graphical representation (e.g. maps, diagrams and its uses for interpretation and prediction)

special requirements for different methods of drilling

environmental requirements for drill sites

WHS planning principles

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors; 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 drilling planning documentation and ensure the work activity is compliant 
Define and confirm precise scope of work expected by client and other relevant parties 
Communicate with all parties clearly and concisely to ensure that priorities and special requirements are understood and acted upon 
Negotiate an achievable and acceptable contract with the client within the scope of the driller’s legal requirements and legal responsibilities 
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 the 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 
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/tender 
Determine and obtain the required permits and licences 
Follow correct application procedures 
Establish action plan to ensure completion of program to client satisfaction, within quality, time and cost parameters 
Communicate scope of work 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 
Select appropriate and available crew and other resources for the job 
Communicate, clearly and concisely, with crew(s) about job requirements, working conditions and roles and responsibilities 
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 the site after the operations 
Prepare plan to eliminate/mitigate hazards to designated level 
Ensure 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 work health and safety (WHS) plan from crew 

Forms

Assessment Cover Sheet

RIINHB501E - 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

RIINHB501E - 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: