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Elements and Performance Criteria

1. Plan and prepare for planning drilling program
   • Define and confirm precise scope of work expected by client and other relevant parties
   • Access, interpret and apply drilling planning documentation and confirm work activity is compliant
   • Communicate with all parties and confirm that priorities and special requirements are understood and acted upon
   • Negotiate an achievable and acceptable contract with the client within the scope of the legal requirements and legal responsibilities of the driller
   • 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 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, according to work requirements
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 or 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 that ensures completion of program to client satisfaction, within quality, time and cost parameters
   • Select appropriate and available crew and other resources for the job
   • Communicate scope of work, job requirements, working conditions and roles and responsibilities 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 according to workplace procedures
   • 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 site after operations according to environmental requirements
7. Prepare WHS plan for site
   • Prepare plan to eliminate/mitigate hazards to designated level
   • Confirm 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 WHS plan from crew

Performance Evidence

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:

plan drilling on at least two occasions, including:

determining required 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 determine issues

evaluating ground conditions for selected site

preparing cost estimates and documenting and presenting quote/tender

identifying and arranging permits and licences

assessing site hazards and risks and preparing Work Health Safety plan.

During the above, the candidate must:

locate and apply required legislation, documentation, policies and procedures

implement the procedures and techniques for the planning of drilling programs, including:

identifying, addressing and reporting potential hazards and risks

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

work with others to complete the planning of drilling programs, including:

preparing for and organising work activities to meet all 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

using written and verbal communications to convey all activities and outcomes for rig operations to others.

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Knowledge Evidence

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 policies, procedures and established requirements for planning drilling, including those for:

risk assessment and management

workplace health and safety

environmental management

workplace communication

quality management

contract management

plant, equipment and tools maintenance

materials deliveries

developing and implementing communication systems, processes and procedures

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

inspection/research techniques for collecting data, including:

linear measurement

angular measurement

by manual/electronic means

communication documents including maps, geological and topographical data, diagrams, graphical representation (including maps and diagrams and their uses for interpretation and prediction)

special requirements for different methods of drilling

environmental requirements for drill sites.

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