Don't be Lazy

Do the Walk

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 Workover Checklist

Checklist Sections:

General Safety
Guying & Foundation

Derrick & Carrier

Drawworks & Rig Floor

Tools & Equipment

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Well Control Equipment
General Safety Rig Checklist

ENTRANCE TO LOCATION
SIGNS PRESENT TO
ADVISE VISITORS AND
CONTRACTOR
EMPLOYEES OF
REPORTING
PROCEDURES, 'NO
SMOKING', AND
PERSONAL PROTECTIVE
EQUIPMENT
REQUIREMENTS

Road Safety is Everyone's

Business!

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The Oil Patch Is A
Dangerous Place

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 WHY BE CONCERNED WITH
EMPLOYEE SAFETY?
– Safety is good business
– Right thing to do…
– Improves employee morale/protects your most
valuable resource
– Controls costs (direct and indirect)
– Safety and health excellence correlates with
business excellence (quality, efficiency, profitability)
– Protects the reputation of the company (Good will
from the community could mean fewer confrontations
and delays)

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Hazards In The Oil Field

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Production Rigs / Workover
Rigs
Production Rigs / Workover Rigs - involving
rotary, pump, pits, and auxiliaries to
permit handling and working a drill string.
Examples of maintenance activities
associated with the well when using these
devices include:
• Removing the horse head (pumping unit only)
• Removing the wellhead
• Pulling and running rod
• Pulling and running tubing

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 Well Services
Special services operation activities include:
– Wireline operations
– Well logging
– Perforating
– Cementing
– Stimulation
– Swabbing
– Hot Oiling
– Snubbing
– Coil Tubing
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 Some Potential Hazards
and Their Sources
Hazard Source

Struck by Falling/moving pipe; tongs and/or spinning chain, kelly, rotary table, etc.;
high pressure hose connection failure causing employees to be struck by
whipping hose; tools/debris dropped from elevated location in rig;
vehicles

Caught Collars and tongs, spinning chain, and pipe; clothing gets caught in rotary
table/drill string
in/Between
Fire/Explosion/ Well blowout, drilling/tripping out/swabbing etc. results in release of gas
which might be ignited if not controlled at the surface; welding/cutting
High Pressure near combustible materials, uncontrolled ignition sources near the well
Release head, e.g., heater in the doghouse, unapproved or poorly maintained
electrical equipment; aboveground detonation of perforating gun

Rig Collapse Overloading beyond the rated capacity of the rig; improper
anchoring/guying; improper raising and lowering the rig; existing
maintenance issues with the rig structure which impacts the integrity

Falls Fall from elevated areas of the rig, i.e., stabbing boar, monkey board, ladder,
etc.; fall from rig floor to grade

Hydrogen Sulfide H2S release during drilling, swabbing, perforating operations, etc. resulting in
employee exposures; production tank gauging operations, gaugers
(H2S) Exposure sometimes exposed to H S 2

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 COMPLIANCE vs.
PERFORMANCE

• Compliance is reactive rather than proactive

and can only address problems after they
happen.
• Performance sets goals and uses past
performance to look forward.

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 Fatalities
Lost Time
Recordable Injury/Illness
First Aid

Near Miss

Unsafe Acts / Conditions

At Risk Behaviors

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 Performance Metrics
Leading Trailing
metrics metrics

Attitudes Incident
(set up conditions, Program Physical Behavior or Near
behavior) Elements conditions (action) Miss

--Perception
Perception --Training
Training -Inspections
-Inspections -Observations
-Observations --OSHA
OSHA
surveys
surveys --Accountability
Accountability -Audits
-Audits -Feedback
-Feedback Recordables
Recordables
--Communications
Communications -Risk
-Risk loops
loops --Lost
Lost
--Planning
Planning&& assessments
assessments Workdays
Workdays
Evaluation
Evaluation -Prevention&&
-Prevention --Restricted
Restricted
- Roles&&
- Roles control
control Workdays
Workdays
Procedures
Procedures
--Incident
Incident
Investigations
Investigations
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 WAYS TO INVOLVE
EMPLOYEES…
– Regular communication with employees on the
subject of safety, risk, and hazards
– Provide access to information
– Provide ways to participate in the program
– e.g., worksite self inspections, safety and health annual
evaluation process, incident investigation
– Provide ways to report hazards, injuries, and make
recommendations to control hazards

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 Performance
Building BlocksArchitecture
for a Performance Focus
Staff … at all levels …
has the knowledge and
The organization has
is empowered to
management systems that
intervene to support
ensure that objectives,
safe work. “Safety is
processes and resources are
everybody’s job” adequate and effective … and
continuously improving
Management constantly Behavior
and consistently sends
the message that the
organization is fully
committed to safe work Systems
… and that accidents are
preventable and
unacceptable
Culture

Safety is a “Value” in the Organization …

And is Integrated Pinto
bar Ythe Fabric
Safety of the
Consultants Management Process
Alberta
Canada
Hard Hat
Safety

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General Safety Rig Checklist

PUMPS, TANKS, AND OTHER AUXILIARY EQUIPMENT EXHAUSTS

POSITIONED MINIMUM OF 50 FEET AWAY AND CROSSWIND OR UPWIND
FROM THE WELL HEAD. SPARK ARRESTORS ARE REQUIRED ON ALL
EXHAUSTS WITHIN 100 FEET OF THE WELLHEAD.

50 Foot Min.

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In Alberta Part 37 Oil and Gas Wells
Application
750 This Part applies to activities and auxiliary processes associated with
exploring for and drilling, operating or servicing wells for gas, crude oil or
geothermal energy.
Competent supervisor
751(1) An employer must appoint a supervisor to supervise an exploration,
drilling, servicing, snubbing, testing or production operation.
(2) An employer must ensure the supervisor is competent in each of the
following that is within the supervisor’s area of responsibility:
(a) safe work practices, including the safe operation of a plant at the work
site;
(b) the safe handling, use and storage of hazardous substances;
(c) well control and blow out prevention;
(d) detecting and controlling worker exposure to hydrogen sulphide;
(e) handling, using, maintaining and storing personal protective
equipment;
(f) appropriate responses to emergencies at the work site;
(g) the duties and responsibilities of all workers supervised by the
supervisor;
(h) training workers supervised by the supervisor in safe work practices
and procedures;
(i) health and safety programs.

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Operating load of derrick or mast
753(1) An employer must ensure that the maximum safe operating
load of a
derrick or mast
(a) is specified in the manufacturer’s specifications or specifications
certified by a professional engineer,
(b) is prominently displayed on the derrick or mast, and
(c) is not exceeded.
(2) If a structural modification or repair is made to a derrick or
mast, an
employer must ensure that
(a) the structural modification or repair is certified by a professional
engineer,
(b) the maximum safe operating load of the derrick or mast is
determined
and certified by a professional engineer, and
(c) the load marking on the derrick or mast is replaced if the maximum
safe operating load is changed.

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Personal Protection
Hard hats protect
against against
impacts from
falling objects or
debris, electrical
shocks and burns,
penetration and
flammability.
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 Safety is no accident!

When hard hats are required

employees should know:
• Proper hard hat use (how to put on, wear, adjust,
remove)
• When it is necessary to use a hard hat
• What kind of hard hats are necessary
• The limitations of hard hats in injury protection
• How to properly clean and maintain hard hat

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 Guying Rig Checklist

Section A

• Power lines
• Rig driver – Permits
& insurance
• Fall lane of derrick Key Energy Services
is clear -
Rig Fall Line For
96 ft. Derrick

• 50 foot spacing on
exhaust 100 ft

• Spark arrestors
100 ft 100ft

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 Guying Rig Checklist

MINIMUM OF 10' CLEARANCE

FROM GUY LINES AND OTHER
EQUIPMENT TO OVERHEAD
POWER LINES When checking
fall lane include the length of
the derrick plus any
attachments to the ground and
add 10’. For example if the
derrick is 92’ and the carrier is
5’ and there is a light attached
to the top of the derrick and it
sticks up 5’ then you have a
total of 102’ of derrick plus 10’
clearance for a total fall lane of
112’. The power lines must be
112’ from the well.
NO VEHICLES OR EQUIPMENT
ARE PARKED WITHIN THE
FALL LANE OF THE DERRICK

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 Guying Rig Checklist

FOUR GROUND TO CROWN GUY

WIRES AND TWO TUBING
BOARD GUY WIRES Check for
condition of anchors and if they
have pull test tags on anchors. If
not then check to see if
production office has
documentation the anchors have
been pull tested within the last
two years. Have well operator fix
whatever issues are found on the
anchor system.

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Guying Rig Checklist

Guying

• Position, tension
and condition
• Flagging
• Anchor testing
• Tubing board guy
lines crossed
• Internal load guys
• Outriggers

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 Foundation Rig Checklist

RIG FOUNDATION IS ADEQUATE FOR SOIL

CONDITIONS, SPOTTING, AND GUYED TO
MANUFACTURER'S SPECIFICATIONS OR
ENGINEERED ALTERNATIVE SUCH AS A BASE BEAM

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 Mast/Derrick Rig Checklist

MAST SPECIFICATION PLATE PRESENT AND LEGIBLE This is usually on the

derrick leg or somewhere in the vicinity of where the operator is. It will show
the derrick serial number and what the lifting loads would be with different
strung lines. This could be 4, 6, 8 etc. lines strung.

MAST
SPECIFICATION
PLATE

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 Mast/Derrick Rig Checklist

General Condition

Derrick ladder straight and

secure -rungs begin within 18
inches of the ground or deck

Derrick fall protection in

place that provides 100% fall
protection

Tubing board and rod basket

in good condition

Y-base locking pins/bolts are

in place with safety pins or
nuts tight – Pivot pins
trapped

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 Falling Objects
• Acceleration due to Gravity
– Special case of Uniform Acceleration
• Constant force acting on an object
imparts uniform acceleration
• Gravity is a constant force
• Any dropped object accelerates uniformly

– Measuring the Acceleration due to

Gravity

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Bottom Line You Build Speed and
Weight as you Fall

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Mast/Derrick Rig Checklist

Derrick Components

• “Latch dogs” must be verified by derrickman and

flagged before pulling on anything with blocks.
• Scoping ram stabilizers functional and in a
horizontal position.
• Crown sheave guards in place.
• Rod and tubing fingers secured.
• Circulating hose, standpipe and light secured.
• Crown a contrasting color.

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 Mast/Derrick Rig Checklist

SAFETY CHAINS/LINES ON ALL TUBING BOARD FINGERS

Monkey Board Fingers

3See Any
Clips Chains
and Thimble in Cable Eye-GOOD
No Safety Chains on Tubing Fingers-BAD

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 Rig Carrier Rig Checklist

RIG SHIFTED FROM ROAD TO WINCH POSITION This

is a shift lever either by the engine or somewhere close
to the middle of the rig carrier. See that it is locked into
position and pinned.

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 Drawworks/ Rig Checklist
Winch

Tubing and winch lines inspected daily, weekly and monthly.

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Drawworks & Rig Checklist
Winch Check that Sand Line and Cable

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Drawworks & Rig Checklist
Winch Inspect and Re-inspect

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 Tools and Rig Checklist
Equipment

DOCUMENTATION OF API
INSPECTION (AS PER API RP 8B,
CATEGORY III) FOR ALL
ELEVATORS, BAILS, AND OTHER
HOISTING EQUIPMENT BY A
COMPETENT PERSON WITHIN
THE LAST YEAR AVAILABLE

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 Tools & Rig Checklist
Equipment

ELEVATORS SIZED AND MANTAINED FOR TUBING IN USE

LATCHES MUST OPERATE FREELY AND LATCH SECURELY, NO EXCESSIVE

SLACK IN HINGE POINTS

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 Tools & Rig Checklist
Equipment

ROD TRANSFERS MUST BE EQUIPPED WITH A SAFETY RING OR LATCH AND

ATTACHED TO ROD TRANSFER CABLE WITH A CLEVIS.

ROD TRANSFERS SHOULD BE REMOVED FROM THE DERRICK WHEN THEY

ARE NOT IN USE

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 Tools & Rig Checklist
Equipment

BACK UP CABLE (SNUB LINE) INSTALLED TO

SEPARATE ANCHOR POINT FROM STIFF ARM ON
TONGS.

DOOR GUARD USED AND SPRING KEEPS GUARD

CLOSED.

STIFF-ARM INSTALLED WITH BOLT, NUT, AND

RETAINER CLIP. Use a 5/8” grade 8 bolt or greater for
the stiff arm and snub line pin.

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BOP Equipment Rig Checklist

SIGN OR OTHER DEVICE USED

WHEN BOP'S ARE CLOSED This
should be a sign or device attached to
the brake control and easily
recognized by the operator of the rig
when the BOP equipment is closed.

Manual closing wheels are to be

securely attached to the ram shafts.

Accumulator controls are to be in the

open or closed position – not
“neutral”.

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 Circulating Rig Checklist
Equipment

ALL PUMP LINES, NIPPLES, AND CIRCULATING HOSES

RATED AT OR ABOVE THE RATED WORKING PRESSURE
OF THE PUMP.

Safety devices are in place if pressure is exceeded such

as “pop-off” relief valves with manufacturer approved
shear pins. Relief lines are tied back into the return tank
and the line is secured to the tank.

Pump fan, alternator, lubricating pump belt and swabs are

properly guarded to prevent contact.

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 Circulating Rig Checklist
Equipment
SAFETY CLAMPS/CHAINS ON CIRCULATING
HOSE/KELLY HOSE

Safety Clamp

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 Safety Rig Checklist
Equipment &
Practices
GERONIMO UNIT INSTALLED
[Proper angle of line which should be 2 times height i.e. 60’ height = 120’ run | If flagged
used proper materials (no rags, ropes) use vinyl or plastic tape only | Handle on the right
side of line and attached properly to derrick] INSTALLATION
RIGHT
WRONG WRONG
To
To G To
G ro G
ro u ro
un nd un
d d
WRONG
To
G
ro
Standing Kink in Geronimo Line un
d

USE
1. To Go – Move handle in To
G
2. To Stop
direction or Slow – Move
“A” ro
u nd
handle in direction
“B” A
B

1.2 Cable length should be twice the Height (Length

x H2. Cable size-7/16” or 1/2” plow steel standard
+eig2 x Height)
HEIGHT

App. 5’
TR
AC six 3. Slack-6 feet of sag
ht strand
KC 4. Dead man must be able to
AB
LE
Attachment of Geronimo support a cable pull of 3000 lbs.
Dead Man
CAUTION
Line to Permanent Anchor Do not attempt to field
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– 1 Clip Canada repair when worn or
damaged. Dispose of
 Safety Rig Checklist
Equipment &
Practices

GERONIMO UNIT INSTALLED

Proper angle of line which should be 2 times height

i.e. 60’ height = 120’ run.

If flagged used proper materials (no rags, ropes) use

vinyl or plastic tape only.

Handle on the right side of line and attached

properly to derrick or tubing board escape gate.

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 Safety Rig Checklist
Equipment &
Practices
SUFFICIENT FIRE
EXTINGUISHERS PRESENT
AND INSPECTED
[Minimum 20 lb. BC or ABC
type within 50 feet of any
potential flammable
hazards (electrical or
hydrocarbon | properly
inspected and tagged] with
a minimum of 60# of
extinguisher capacity for
rig locations.

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 Safety Rig Checklist
Equipment &
Practices

HAZARD COMMUNICATION PROGRAM, SPILL

CONTROL PLAN, AND EAP IN PLACE AND TRAINED

MSDS SHEETS UPDATED & IN PLACE FOR PRODUCTS

ON LOCATION

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 Safety Rig Checklist
Equipment &
Practices
EACH CREW HAS AT LEAST
ONE TRAINED PERSON(S)
IN CPR/1ST AID

FIRST AID SUPPLIES ARE

READILY AVAILABLE
EYE-WASH AND BODY
FLUSH ARE AVAIALABLE
WHEN CAUSTICS OR
CORROSIVES ARE
PRESENT
EMERGENCY PHONE
NUMBERS ARE
ACCURATE AND
AVAILABLE

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 Safety Rig Checklist
Equipment &
Practices
ALL PERSONAL PROTECTIVE EQUIPMENT NEEDED FOR JOB AVAILABLE

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 Safety Rig Checklist
Equipment &
Practices Confined Space Program

CONFINED SPACE
PROGRAM IN PLACE,
TRAINED AND DISCUSSED

Lockout/Tagout Program

LOCKOUT / TAGOUT
PROGRAM IN PLACE ,
TRAINED AND DISCUSSED

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 Safety Rig Checklist
Equipment &
Practices
HOT WORK PERMITTING
Hot Work Permits
PROGRAM IN PLACE ,
TRAINED AND DISCUSSED

H2S Plan

H2S CONTINGENCY PLAN

IN PLACE , TRAINED,
DISCUSSED & EQUIPMENT
AVAILABLE (IN AREAS
WHERE H2S IS PRESENT)

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Listed below are a few of the standard systems and equipment now on many
of the service and drilling rigs around the world for fall protection while at
height:
•Sealed self retracting lifelines installed at the crown and/or LADSAF ladder
safety systems installed for protection while climbing the derrick ladder.
•A sloped line cable or boom arm installed over the monkey board to provide
an anchor for a smaller self retracting lifeline used for secondary protection
to the primary positioning lanyard by the derrick-hand while tripping.
•New harness designs specific for use by rig workers for added comfort and
safety are now standard.
•Horizontal lifelines installed for use by workers when rigs are laid over and
in other areas such as above the BOPs and stabbing board.
Fall protection equipment lockers including anchoring products, double
legged lanyards and extra self retracting lifelines

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With the changes that we have seen in fall protection and rescue in
this industry there are still many other systems and equipment that
could be implemented for added safety. Some include:
•New sloped line escape systems to replace the aging and often
unsafe Geronimo escape system.
•Man rated tuggers (winch lines) and/or new load limiters that can be
used to safely raise workers to difficult to access areas up the derrick.
•Rig Floor/Deck Horizontal Lifeline Systems are now starting to
become required and installed during rig up and
down while guardrails are removed.
•Trauma suspension systems and high angle rescue products for use
post fall arrest.
. The next hurdle to now overcome includes the challenge of
providing comprehensive training for workers using the equipment;
a10 minute doghouse talk just doesn’t cut it...

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 Stop Work process
Scan the work site for
No one is in
safe or at risk
immediate danger
behaviors
Someone is in
immediate danger
“Could you stop for a
“That’s great! Thank you moment and talk with
STOP ALL WORK for doing this job safely!” me?”
Control the hazards
then assemble in a
safe area “Do you need anything “Tell me what you
to help you work are doing and why
safely?” you do it this way.”.
If an individual will not
respond to questioning, “Thank you for caring
you may need to stop about yourself and
the work and call for “How could you be
everyone else!” injured?”
their immediate
supervisor.
Do not allow anyone to Will you do it that How could you do
continue to work in an way in the future? this more safely?
at-risk situation.
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 Stop Work Authority

Who
YOU is ST O P
responsible
have the right
for
andcorrecting
obligation
to unsafe
stop unsafe
behaviors
operations!
and
conditions?
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 Closing Rig Checklist

Performing a full inspection of any worksite requires a

variety of skills and knowledge;

•Knowledge of the work being performed – keep

yourself out of danger.
•Knowledge of the equipment and the standards that
relate to it.
•The ability to recognized actions or situations that
place people at risk.
•The skill and the will to intercede – set and maintain
high standards to prevent incidents.

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SAFETY EXCELLENCE MODEL

Management
Commitment

Employee
Systems
Involvement

Safety and Health

Site Leadership

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