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Elements and Performance Criteria

1. Plan and prepare for planning drilling program
   • 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
2. Inspect/research site for accessibility, services, hazards, legal and environmental problems
   • 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
3. Select appropriate drilling method
   • Read and evaluate available data relevant to ground conditions
   • Select optimum method of drilling and down hole tools, in consultation with other personnel
4. Prepare cost estimates, quotes and tenders
   • 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
5. Arrange permits and licences
   • Determine and obtain the required permits and licences
   • Follow correct application procedures
6. Design and organise drilling program
   • 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
7. Prepare WHS plan for site
   • 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

Performance Evidence

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

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Knowledge Evidence

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

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