Assessor Resource

RIIOGD301E
Conduct and maintain derrick operations

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes a participant’s skills and knowledge required to apply conduct and maintain derrick operations in drilling.

This unit is appropriate for those working in operational roles.

Licensing, legislative, regulatory and certification requirements that may 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 derrick operations

1.1 Access, interpret and apply derrick operations documentation and ensure the work activity is compliant

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

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

1.4 Select the personal protective equipment appropriate for the work activity

1.5 Clarify difficulties in carrying out the instructions with the relevant personnel

1.6 Resolve coordination requirements with others at the site prior to commencing, during and on completion of the work activities and ensure briefings/handover details are read/passed on

1.7 Confirm availability and status of necessary permits to work

1.8 Confirm availability of necessary third party utilities

1.9 Confirm availability of required quantities and type of consumables against operational requirements

1.10 Identify errors, omissions and shortages and take appropriate remedial action within functional responsibility

1.11 Inform driller of current operating conditions

2. Handle tubulars and equipment

2.1 Position tubulars and equipment according to operational requirements

2.2 Assist in making and breaking connections where appropriate

2.3 Identify faults and defects accurately and take appropriate remedial action within functional responsibility

2.4 Handle equipment using safe lifting and handling techniques

3. Conduct regular checks and maintenance

3.1 Inspect and perform routine maintenance of derrick and connected equipment

3.2 Lubricate moving equipment relevant to rig specifications

3.3 Complete pre-raise and pre-circulation checks in accordance with statutory and company procedures

4. Prepare for and drill surface hole

4.1 Establish circulation

4.2 Perform pre-spud safety checks

4.3 Check all connections and valves to floor are in proper position

4.4 Maintain drilling fluid volume and properties

4.5 Inform driller of current operating conditions

4.6 Maintain written inventory of circulation system/parts

4.7 Check and record in writing fluid additives

4.8 Check availability of casing equipment

4.9 Follow all operators’ instructions

5. Participate in head-up and pressure test

5.1 Preparations for necessary equipment changes

5.2 Prepare drilling fluid

5.3 Assist in nippling-up

5.4 Assist driller in BOP testing

6. Drill main hole

6.1 Consult driller and fluid engineer’s program, and follow instructions

6.2 Maintain housekeeping and safe practices during drilling

6.3 Assist in completion or abandonment of well as required

6.4 Convert between metric and imperial measurements

7. Prepare to commence drilling operations

7.1 Align equipment on active systems for drilling

7.2 Turn on and check all appropriate machinery

7.3 Watch for returns if riser installed

7.4 Measure and log in writing pit levels regularly

8. Assist in running and cementing of casing

8.1 Follow instructions when running casing

8.2 Align valves and fluid system for casing fill-up line

8.3 Rig up, function test, lubricate and operate casing stabbing board if applicable to equipment

8.4 Attach and secure safety lines to all circulating lines

8.5 Circulate fluid in accordance with instructions

8.6 Align fluid system for displacement of cement

8.7 Monitor returns and pits to assess circulation and returns

9. Assist Driller on drill floor

9.1 Assist in handling and nippling-up of BOP stack

9.2 Carry out role of assistant to driller when on drill floor

10. Shutdown rig and rig down

10.1 Wash and drain circulation system

10.2 Inspect equipment and report any faults

10.3 Store equipment safely

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 requirements, procedures and techniques for the safe, effective and efficient completion of derrick operations and maintenance including:

complying with work instructions

using correct techniques for handling tubulars and equipment

performing conversion between imperial and metric measurements

demonstrates a range of written and verbal communications skills, including use of:

2-way radio

intercom

telephone

written instruction

oral instruction

hand signals

telephone

public address system

prepare and complete clear and legibly written reports

works effectively with others to undertake and complete the conduct and maintenance of derrick operations that meets all of the required outcomes including:

coordinating activities with others

reading and passing on handover notes and details

communicating clearly and concisely to and with the driller

assisting the driller in Blowout Prevention (BOP) testing

communicate clearly and concisely with fluid engineer and operator’s representative and inform driller of problems if they arise

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

handling tubular and equipment including making and breaking connections

inspecting all lines, equipment and attachments to the derrick

preparing fluids, checking fluid, aligning fluid, monitoring and recording fluid additives

correctly preparing for drilling

participating in pressure testing

assisting in running and cementing casings

assisting with rig shutdown and rig down

The candidate must demonstrate knowledge of the following in conduct and maintain derrick operations:

company and statutory safety guidelines, procedures and practices

safe operating procedures when operating equipment

equipment malfunction or failure and appropriate procedures

supervision and training of subordinates to provided standards

work directed by driller in timely and efficient manner

routine maintenance of derrick

preparation for drilling operations

preparation for the tripping of tubulars

process for assisting in running and cementing of casing

key tasks in assisting driller in handling and nipple up of Blowout Prevention (BOP) stack

key tasks in acting as assistant to driller on drill floor

process for keeping circulation system clean and operating well

equipment maintenance and disposing of waste properly

awareness of position of crew members on floor during handling of drill stem

safe operating procedures when operating equipment

conversion between metric and imperial measurements

rig maintenance

normal drilling operations

non-routine drilling operations

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 derrick operations

1.1 Access, interpret and apply derrick operations documentation and ensure the work activity is compliant

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

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

1.4 Select the personal protective equipment appropriate for the work activity

1.5 Clarify difficulties in carrying out the instructions with the relevant personnel

1.6 Resolve coordination requirements with others at the site prior to commencing, during and on completion of the work activities and ensure briefings/handover details are read/passed on

1.7 Confirm availability and status of necessary permits to work

1.8 Confirm availability of necessary third party utilities

1.9 Confirm availability of required quantities and type of consumables against operational requirements

1.10 Identify errors, omissions and shortages and take appropriate remedial action within functional responsibility

1.11 Inform driller of current operating conditions

2. Handle tubulars and equipment

2.1 Position tubulars and equipment according to operational requirements

2.2 Assist in making and breaking connections where appropriate

2.3 Identify faults and defects accurately and take appropriate remedial action within functional responsibility

2.4 Handle equipment using safe lifting and handling techniques

3. Conduct regular checks and maintenance

3.1 Inspect and perform routine maintenance of derrick and connected equipment

3.2 Lubricate moving equipment relevant to rig specifications

3.3 Complete pre-raise and pre-circulation checks in accordance with statutory and company procedures

4. Prepare for and drill surface hole

4.1 Establish circulation

4.2 Perform pre-spud safety checks

4.3 Check all connections and valves to floor are in proper position

4.4 Maintain drilling fluid volume and properties

4.5 Inform driller of current operating conditions

4.6 Maintain written inventory of circulation system/parts

4.7 Check and record in writing fluid additives

4.8 Check availability of casing equipment

4.9 Follow all operators’ instructions

5. Participate in head-up and pressure test

5.1 Preparations for necessary equipment changes

5.2 Prepare drilling fluid

5.3 Assist in nippling-up

5.4 Assist driller in BOP testing

6. Drill main hole

6.1 Consult driller and fluid engineer’s program, and follow instructions

6.2 Maintain housekeeping and safe practices during drilling

6.3 Assist in completion or abandonment of well as required

6.4 Convert between metric and imperial measurements

7. Prepare to commence drilling operations

7.1 Align equipment on active systems for drilling

7.2 Turn on and check all appropriate machinery

7.3 Watch for returns if riser installed

7.4 Measure and log in writing pit levels regularly

8. Assist in running and cementing of casing

8.1 Follow instructions when running casing

8.2 Align valves and fluid system for casing fill-up line

8.3 Rig up, function test, lubricate and operate casing stabbing board if applicable to equipment

8.4 Attach and secure safety lines to all circulating lines

8.5 Circulate fluid in accordance with instructions

8.6 Align fluid system for displacement of cement

8.7 Monitor returns and pits to assess circulation and returns

9. Assist Driller on drill floor

9.1 Assist in handling and nippling-up of BOP stack

9.2 Carry out role of assistant to driller when on drill floor

10. Shutdown rig and rig down

10.1 Wash and drain circulation system

10.2 Inspect equipment and report any faults

10.3 Store equipment safely

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 requirements, procedures and techniques for the safe, effective and efficient completion of derrick operations and maintenance including:

complying with work instructions

using correct techniques for handling tubulars and equipment

performing conversion between imperial and metric measurements

demonstrates a range of written and verbal communications skills, including use of:

2-way radio

intercom

telephone

written instruction

oral instruction

hand signals

telephone

public address system

prepare and complete clear and legibly written reports

works effectively with others to undertake and complete the conduct and maintenance of derrick operations that meets all of the required outcomes including:

coordinating activities with others

reading and passing on handover notes and details

communicating clearly and concisely to and with the driller

assisting the driller in Blowout Prevention (BOP) testing

communicate clearly and concisely with fluid engineer and operator’s representative and inform driller of problems if they arise

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

handling tubular and equipment including making and breaking connections

inspecting all lines, equipment and attachments to the derrick

preparing fluids, checking fluid, aligning fluid, monitoring and recording fluid additives

correctly preparing for drilling

participating in pressure testing

assisting in running and cementing casings

assisting with rig shutdown and rig down

The candidate must demonstrate knowledge of the following in conduct and maintain derrick operations:

company and statutory safety guidelines, procedures and practices

safe operating procedures when operating equipment

equipment malfunction or failure and appropriate procedures

supervision and training of subordinates to provided standards

work directed by driller in timely and efficient manner

routine maintenance of derrick

preparation for drilling operations

preparation for the tripping of tubulars

process for assisting in running and cementing of casing

key tasks in assisting driller in handling and nipple up of Blowout Prevention (BOP) stack

key tasks in acting as assistant to driller on drill floor

process for keeping circulation system clean and operating well

equipment maintenance and disposing of waste properly

awareness of position of crew members on floor during handling of drill stem

safe operating procedures when operating equipment

conversion between metric and imperial measurements

rig maintenance

normal drilling operations

non-routine drilling operations

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 derrick operations documentation and ensure the work activity is compliant 
Obtain, read, interpret, clarify and confirm work requirements 
Identify and address potential risks, hazards and environmental issues and implement control measures 
Select the personal protective equipment appropriate for the work activity 
Clarify difficulties in carrying out the instructions with the relevant personnel 
Resolve coordination requirements with others at the site prior to commencing, during and on completion of the work activities and ensure briefings/handover details are read/passed on 
Confirm availability and status of necessary permits to work 
Confirm availability of necessary third party utilities 
Confirm availability of required quantities and type of consumables against operational requirements 
Identify errors, omissions and shortages and take appropriate remedial action within functional responsibility 
Inform driller of current operating conditions 
Position tubulars and equipment according to operational requirements 
Assist in making and breaking connections where appropriate 
Identify faults and defects accurately and take appropriate remedial action within functional responsibility 
Handle equipment using safe lifting and handling techniques 
Inspect and perform routine maintenance of derrick and connected equipment 
Lubricate moving equipment relevant to rig specifications 
Complete pre-raise and pre-circulation checks in accordance with statutory and company procedures 
Establish circulation 
Perform pre-spud safety checks 
Check all connections and valves to floor are in proper position 
Maintain drilling fluid volume and properties 
Inform driller of current operating conditions 
Maintain written inventory of circulation system/parts 
Check and record in writing fluid additives 
Check availability of casing equipment 
Follow all operators’ instructions 
Preparations for necessary equipment changes 
Prepare drilling fluid 
Assist in nippling-up 
Assist driller in BOP testing 
Consult driller and fluid engineer’s program, and follow instructions 
Maintain housekeeping and safe practices during drilling 
Assist in completion or abandonment of well as required 
Convert between metric and imperial measurements 
Align equipment on active systems for drilling 
Turn on and check all appropriate machinery 
Watch for returns if riser installed 
Measure and log in writing pit levels regularly 
Follow instructions when running casing 
Align valves and fluid system for casing fill-up line 
Rig up, function test, lubricate and operate casing stabbing board if applicable to equipment 
Attach and secure safety lines to all circulating lines 
Circulate fluid in accordance with instructions 
Align fluid system for displacement of cement 
Monitor returns and pits to assess circulation and returns 
Assist in handling and nippling-up of BOP stack 
Carry out role of assistant to driller when on drill floor 
Wash and drain circulation system 
Inspect equipment and report any faults 
Store equipment safely 

Forms

Assessment Cover Sheet

RIIOGD301E - Conduct and maintain derrick 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

RIIOGD301E - Conduct and maintain derrick 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: