EMDC DRILLING OIMS

Presentation 2

Kevin Milazzo

DRILLING TECHNICIAN SCHOOL

ExxonMobil Development Company
Houston, Texas
2004 1
 OIMS Training Session Objectives

• Communicate the purpose, scope and importance

of Operations Integrity Management Systems.

• Increase knowledge of EMDC Drilling OIMS and

related processes.

• Understand application of key Drilling OIMS

Systems.

• Define OIMS responsibilities & accountabilities.

2
 What is Operations Integrity?

Operations having sustained reliability . . .

that comply with all applicable laws and
regulations and which eliminate safety,
health and environmental incidents.
ExxonMobil’s structured approach to
management of Safety, Health,
Environmental and Operational issues

3
 What is OIMS?

• Operations Integrity Management System

• Systematic, structured, disciplined approach to the reduction

of SH&E risk in ExxonMobil activities

• Focus is on
identifying hazards
and managing risks

• Framework comprised
of 11 Elements and 60
Expectations

• Applied consistently across

all ExxonMobil operating units

4
 What is OIMS?

• Corporate-wide commitment
with a high level of
involvement and ownership

• Successful OIMS results

require additional level of
documentation and execution
effort versus less systematic
approaches

• Implementation, execution
and improvement is a Line
Management responsibility

5
 Operations Integrity Management System

Overarching System
(Corporate-wide) Operations Integrity Management System

Safety Management Program Drilling OIMS Manual Standard Operations Manuals

Management Systems • SMP Manual • Regulations • Floating

(Drilling-wide) • Incident Database • ExxonMobil Standards • Jack-up
• Incident Management • Industry Standards • Land / Platform
• Contractor Standards

Worksite Safety Plan Site Specific Design Operations Documents

• Contractor Selection • Casing Design • Formal Risk Assessment

• Safe Behaviors / Leadership • Drilling Fluid Design • Ops Manual Supplement
• Rig Induction / Training • Well Control • Bridging Documents
Site Specific • Checklists • Riser / Mooring Program • Emergency Response
(Each Drill Team) • Schedule of Drills • Personnel Requirements • Oil Spill Response
• Job Safety Analysis • Technical Specifications • Drilling Programs
• Stepback 5 x 5 or similar • Drilling Procedures
• Safety Awards / Recognition • SIMOPS Manual
• Work Permit System • Mooring Programs
• MSDS for Hazardous Matls • Management of Change
• Occ. Health Inspection
• PPE Requirements
• Incident Management

6
 What Are the Motivations Behind OIMS?

• OIMS is a systematic approach to incident prevention.

• A series of industry incidents during the 1980s that revealed

traditional systems, while managing most risks well, were not meeting
expectations regarding high consequence, low probability risks.

• Traditional, experienced-based methods largely rely on feedback from

actual accidents and other unintended results to identify
improvements.

• High consequence events are guarded against by multiple layers of

safeguards.

• Without verification and measurement, unlikely to know how many of

the safeguard layers are impaired unless (until?) an actual incident
occurs.

7
 What Are the Motivations Behind OIMS?

• In some countries, OIMS type

systems are becoming a legal
requirement, backed by criminal
penalties.

• The premise of the systematic

approach is that it is more likely to:
– have comprehensive safeguards,
– identify impaired safeguards,
– withstand changes in personnel,
and
– address root causes rather than
symptoms; thus,
– minimizing the chance and severity
of high consequence incidents.

8
 A Sample of Major Industrial Incidents since 1980

• Alexander Kielland MODU (1980) - structural failure, 123 fatalities, $100M loss
• Mobil Ocean Ranger MODU (1982) - capsized during storm off of eastern Canada, 84
fatalities, $125M loss
• ARCO Glomar Java Sea MODU (1983) - sank during South China Sea typhoon, 81
fatalities, $35M loss
• Union Carbide Bhopal chemical plant (1984) - toxic gas release, ~3000 fatalities
• Petrobras Enchove platform (1984) - blowout and fire, 42 fatalities, $530M loss
• Oxy Piper Alpha platform (1988) - fire & explosion, 167 fatalities
• ARCO Ocean Odyssey MODU (1988) - North Sea blowout and fire, 1 fatality, $150M
loss
• Exxon Valdez tanker (1989) - grounding, 258 kbbl oil spill, >$1G loss
• Phillips Pasadena Texas chemical plant (1989) - explosion, 23 fatalities, $750M loss
• Saga Treasure Saga MODU (1989) - North Sea subsurface blowout, $284M loss
• UNOCAL Seacrest MODU (1989) - capsized during Gulf of Thailand typhoon, 91
fatalities

9
 OIMS - Origins

• Series of industry incidents

in late 1980’s
• Operations Excellence Program
undertaken in 1989
• Upstream workgroup formed from all Regions
– Institute broad safety / environmental management
framework
– Conduct systematic reviews of operations and projects
– Upgrade capabilities in operations integrity areas (risk
assessment, additional training, documented
procedures, etc.)

10
 OIMS - Origins

• Operations Integrity Management

Framework (OIMF) instituted
– Original version in 1992; followed by Regional
guidelines/requirements
– Management Systems defined in 1994 (glossary added /
MSOI issued)
– Minor OIMF revisions made in 1995
– OIMF reissued 1/2000 with common Upstream
Guidelines incorporating Mobil EHSMS concepts

11
 OIMS Structure Overview

OIMS Component Purpose

• Corporate Framework • Identifies key management
of 11 Elements areas
• Sets out what is expected
in each area

• 60 Expectations • Provide specific guidance

on meeting Expectations

• 254 Upstream Guidelines • Implement Expectations

and Guidelines in
operations / projects

12
 OIMS Structure - Drilling

1 1 E le m e n ts

60 Expectations

254
Guidelines
19 Management
Systems Processes &
Procedures

13
 Operations Integrity Management System

Operational Elements

#2 Risk Assessment
#3 Design Standards
Vision
#4 Information/Documentation
Priorities
#5 Personnel & Training Operations
Element #1 Resources Integrity
Management #6 Operations & Maintenance S ustained reliability
Decisions #7 Management of Change Regulatory compliance
#8 Third Party Services Eliminate incidents

#9 Incident Invest. & Analysis

Assessment
#10 Community Awareness
Reports

#11 Assessment & Improvement Element

14
 Drilling System Owners & Administrators

SYSTEM # DRILLING SYSTEM OWNER ADMINISTRATOR

ELEMENT SUB
1 Management of OIMS Garcia Milazzo

2 Risk Assessment and Management Kiker Milazzo

3 A Development of Drilling Programs and Procedures (Barnhill) Barnhill

3 B Design Standards (Barnhill) Barnhill

3 C Quality Control Sandlin Barnhill

4 Information and Documentation (Barnhill) Williams

5 A Personnel Selection and Placement Sandlin (Barnhill)

5 B Training (Barnhill) Orban

5 C Employee Performance Assessment Krall Boughton

5 D Safety and Occupational Health Anglin Parker

6 A Implementation of Plans and Procedures Kiker Gean

6 B Regulatory Compliance Anglin Roberts

6 C Hazardous Materials Anglin Parker

7 Management of Change Sandlin Newman

8 A Third Party Services Garcia Grindle

8 B Critical Safety Devices and Work Permits Kiker Parker

9 Incident Investigation and Analysis Anglin Parker

10 Emergency Preparedness Kiker Newman

11 Operations Integrity and Improvement Garcia Milazzo

15
 Example: Element to Procedure

Element 2 - Risk Assessment and Management

Comprehensive risk assessments can reduce risk to safety, health and environment, and mitigate the
consequences of incidents by providing essential information for decision making.

Expectation 2.1 - A system is in place to identify hazards, assess consequences and

probabilities, and evaluate prevention and mitigation measures for the ongoing management of
risk.

Guidelines (See page 9 of Upstream Guidelines for details)

2.1.1 … personnel … identify hazards … estimate consequences ... take ... action ...
2.1.2 ... assessments ... conducted ...
2.1.3 ... assessments ... result in an action plan ...
2.1.4 ... methods ... selected according ... level of risk. ...
2.1.5 Results ... considered in ... emergency response ...
2.1.6 ... learnings are shared ...

Management System - System 2: Risk Assessment and Management

Procedures - Identify Project Risk Assessment Team
- Perform Risk Assessment utilizing Generic Templates
- etc..

16
 The 5 Characteristics
Of A Management System

17
 Management System Characteristics

1. Scope and Objectives - “WHAT” and “WHY”

• Scope
– Identifies Expectations, Guidelines and other requirements
addressed, including laws/regulations
– Identifies boundaries / interfaces
• Objectives
– States clearly defined purpose
– Lists specific, measurable results/outputs

18
 Management System Characteristics

2. Processes and Procedures - “HOW” Identify

contract
requirements
Contractor
Selection
• Process
Develop list of
– What the System does potential
contractors
– How it functions

Develop
Request for
• Task Procedure Proposal
– How to carry out a System
process function
Marine
– Often found in a review
separate document

etc.
19
 Management System Characteristics

3. Responsible & Accountable Resources - “WHO”

• Responsibilities and Accountabilities specified for:

– Persons who implement the System (Owners & Administrators)
– Persons who execute System procedures (Users of work
permits, for example)
• Must identify:
– Authority to enable System responsibilities to be carried out
– Experience level / training requirements - skills to do the work
– Mechanism for communicating
continuous improvement
opportunities

20
 Management System Characteristics

4. Verification & Measurement - “How well”

• Verification
– Determines that
processes and
procedures are
functioning

• Measurement
– Provides indication of the degree to which system
objectives / results are being achieved

21
 Management System Characteristics

5. Feedback (and Improvement) - “IMPROVE”

• Feedback
– Utilizes results of verification/measurement activities,
assessments, and user input
– Information that allows System Owner to confirm the
effectiveness of the System or recognize inadequacies
of the System
• Improvement
– Ensures actions are taken to
improve System suitability
and effectiveness

22
 Drilling OIMS Manual - Organization

• Table of Contents
• OIMS Introduction and Glossary
including Drilling System
Owners/Administrators and
Characteristics Analysis
• Eleven OIMS Elements (19 Drilling Systems)
• Guidelines for each Element
• System Name - some Elements
have more than one System
• Scope & Objectives are in italics
• Processes & Procedures
• Responsible & Accountable
Resources identified
• Verification & Measurement
• Feedback
• Also references to other documents
• Approval and exception
authorities identified
• Appendix in each Element
• Index

23
 System 1: Management of OIMS

• Establish & maintain policies, expectations, priorities, resources

and leadership for successful operations integrity.
• Defines general OIMS Responsibilities by position.
• Requires OIMS Action Planning Meetings & Status Reports
• Operations Performance Indicators (LTIs, TRIs, Fines, Fatalities,
Near Misses, Environmental Goals, etc., via monthly Financial &
Operating (F&O) Report). Bridging Documents.
“Drilling Supervisors are responsible for implementation of OIMS at the rig
site. They insure that rig operations comply with the Drilling OIMS Manual”

• .

24
 OIMS Bridging Document -- Typical Issues

ELEMENT
1  Overall OIMS management and stewardship responsibilities
2  Risk assessment responsibilities are defined and assessment scope and
frequency is established
3  Facility/equipment (surface facilities, wells, etc.) design and approval
responsibilities
 The required physical interconnects between unit operations are identified and
provided
4  Responsibilities are clearly defined for the provision and maintenance of OIMS-
related documentation, to include all regulatory requirements
5  Training requirements for critical personnel
 Occupational health responsibilities and procedures
6  Responsibilities for carrying out maintenance of critical safety equipment
 Applicable work permit systems
7  Applicable MOC processes and responsibilities
8  Responsibilities and criteria are defined regarding contractor evaluation,
selection, and performance monitoring
 Responsibilities regarding shared contracts
9  Responsibilities for incident reporting, investigation, analysis, and
documentation are clearly defined, including notification of regulatory
authorities
10  Emergency response plans, services, and equipment are identified and
responsibilities for maintenance
 Procedures for engaging the community and media
11  Responsibilities for Internal and External Assessments

25
 System 2: Risk Assessment

• Rig Operations: Drilling, testing, completions

and workovers
• Generic Risk Assessments: Land, Floater,
Deepwater Floater, Jackup, Platform, Barge
• Single Scenario RA, single unique event
• Follow-up RA
1 Upgrade OIMS Man

• RA Training 2 Upgrade system

3 Ensure Fiel
4 Perform assessm
(Level I = all team members) 5 Implement a proc
6 Strengthen the

26
 System 2: Risk Assessment

• RA Planning Checklist, Risk Matrix

(Probability/Consequence)

• RA Worksheets

• Risk Matrix Summary 1 Upgrade OIMS Man

2 Upgrade system
3 Ensure Fiel
4 Perform assessm
5 Implement a proc
6 Strengthen the
• Approval Authority

27
 System 2: Risk Assessment

Drilling Risk Assessment

• Drilling, testing, completions and workovers

falling under the authority of a Field Drilling
Manager shall be covered by a structured Risk
Assessment

• Individual or Regional

• Utilize Generic Risk Assessment templates (Land,

Floater, Deepwater Floater, Jack-up, Barge and
Platform operations)
28
 System 2: Risk Assessment

Single Scenario Risk Assessments

• One time event covering a single

hazard scenario

• Changes occurring after original

risk assessment issued

• Unique operations such as Single

Riser Operations, SBM cuttings
discharge, etc.

29
 System 2: Risk Assessment

Follow-up Risk Assessments

• Should be prepared whenever

a significant incident has
occurred which should be
considered in a future Risk
Assessment Hazard Scenario
(Use Risk Matrix Summary)

• Copy to Final Well Report and

Drilling OIMS Coordinator

30
 System 2: Risk Assessments

Other Risk Assessments

Aviation

Regional Health

Security

31
 System 3: Design Standards

3A Development of Drilling Programs and Procedures

• A Drilling Program, based on explicit well objectives,

shall be prepared and approved for each well

• The Drilling Stakeholder Alignment Process

(EMEC/EMDC wells > $10M gross or EMPC > $10M
working interest)

32
 System 3: Design Standards

3A Development of Drilling Programs and Procedures

(continued)

• Well Plans shall be based on ExxonMobil Drilling

Design Standards (System 3B)

• Production/DST Programs, Completion Programs,

Workover and Abandonment Programs (contents and
considerations)

33
 System 3: Design Standards

3B Upstream Design Guidance Manual

• Plans, procedures, and operations shall be in
compliance with approved standards and shall
reflect consideration of established references:

– Wellheads and Christmas Trees

– Subsea Production Systems
– Service Vessel Safety Deviations from Design
– Mooring Systems for Mobil Offshore Units Guidance Requirements =
Drilling Ops Manager
– Materials Selection approval
– Platform Escape, Evacuation, and Rescue Systems
Deviations from Ops &
– Mobile Offshore Unit Marine Safety Maintenance
– Offshore Drilling Vent and Discharge Systems Requirements = Field
Drilling Mgr
approval.

34
 System 3: Design Standards

Other Standards/References
– Surface BOP & Well Control Equipment Manual
– Upstream Aviation Ops Guide
– Offshore Lifting Management Guide
– Crane Guide - Lifting Safety Management
– Environmental Management Plan (EMP)
– Drill String Design, Casing/Tubing Design

35
 System 3: Design Standards

3B Environmental Management Plan (continued)

An Environmental Management Plan, if not already

developed by the Affiliate, shall be developed for
each drilling operation or operational area

36
 System 3: Design Standards

3B Environmental Management Plan (continued)

• Seven Steps To preparing an EMP:

1) Understand all relevant regulations
2) Develop an environmental profile
3) Define activities and tasks associated with project
4) Associate potential enviro impacts with each activity/task
5) Identify and evaluate mitigation options and alternatives
6) Develop and distribute EMP or integrate with Drilling
Program
7) Evaluate effectiveness of action plan and adjust as needed
(ongoing)

37
 System 3: Design Standards

3C Quality Control

• Quality Standards for Critical Equipment and

Services
– Casing & Tubing Inspection (EM Standard & API Specs),
Connection qualification standards

– DP/BHA Inspection

– Wellhead & Christmas Tree inspection

– Procedures to assess Rig Foundation

adequacy

– List of Drilling Standards and References

38
 System 3: Design Standards

3C Quality Control (continued)

• Work-in-Progress:

– EM Quality System Manual (EMQSM):

 Quality system to support procurement of casing,

tubulars, wellhead equipment, downhole equipment,
and engineered equipment.

– Drilling Quality Management System (QSM):

 Standardized key processes for equipment and

services.

39
 System 4: Information and Documentation

Drilling Reporting System (DRS):

– Well Job Setup, Daily Report, Casing, Cementing, Drill
string & bit info, Mud checks/additives
– Operations Superintendent Rig Inspections
– BOP Pressure Tests
– BOP Drills, Fire Drills, Abandon Ship Drills
– JSAs
– Safety Incidents
– Regulatory/Environmental Citations and Fines
– Oil and Chemical Spills
– Regulatory Agency Visits and Inspections

40
 System 4: Information and Documentation

• Final Well Report

• Integrity Critical Documents Required at the Rig

(Drill Prog, ERP, EMP, Drlg Std Ops Manual, Drlg
OIMS, SMP, etc.)

• Designated Emissions, Discharges and Waste

reporting

41
 System 4: Information/Documentation

Drilling Environmental Performance Indicators Report

• The Engineering Manager and Supervising Engineer are responsible
for ensuring that the EPI report is completed and forwarded to the
Drilling Environmental Coordinator in Houston within 10 working days
after completion (cessation of operations) of the well.

• A copy should also be placed into the Final Well Report.

Spills, exceedances,
emissions, NAF cuttings
offshore, hazardous
waste

42
 System 5: Personnel and Training

5A Personnel Selection and Placement

• Selection and assignment, job description,
training/experience matrix
• Fitness For Work (Alcohol and Drug
Designated Positions): Ops Supt’s and Drilling
Supervisors

5B Training
• Requirement for Individual Training Plan
• Training Requirements (Well Control, Health)
and records

43
 System 5: Personnel and Training

5C Employee Performance Assessment

• Performance Appraisal and Development Plan
(PADP)

5D Safety and Occupational Health

• Drilling Safety Management Program (SMP)
Manual (requires site Operations Safety Plan)

• Drilling Position Descriptions

44
 System 5: Personnel and Training

• Drill Team operations

personnel shall attend
approved well control training
at least every 24 months. For
new hires, every 12 months
until judged competent in their
area of operations consistent
with their level of responsibility
by their Engineering Manager
and Field Drilling Manager.

• FDMs and Drill Team Engineers

shall attend well control
training no less than every four
years.

45
 System 5: Personnel and Training

• Drill Team operations

personnel and engineers shall
attend Drilling Health training
every 5 years.

46
 System 6: Operations and Maintenance

6A Implementation of Plans and Procedures

• Drilling Standard Operations Manuals (Land,

Floater, Jack-up)
• Ops Manual Supplements
• Construction/Mobilization Plans
• BOP equipment testing
• EMP implementation, etc.

47
 System 6: Operations and Maintenance

6B Regulatory Compliance
• Regulatory Compliance Plan
– Addresses major permits, approval requirements,
notifications, regulatory reporting, compliance
measurement requirements and environmental
performance measures, (Environmental Impact
Assessment(EIA) & Environmental Management
Plan (EMP) commitments)
6C Hazardous Materials
• PPE, MSDS, Handling hazardous materials,

• Unapproved Materials (asbestos, chromate

compounds, mercury, paraformaldehyde, etc.)

48
 System 6: Operations and Maintenance

6B Regulatory Compliance Plan

• Prior to initiating operations, a regulatory review

shall be conducted to develop or update a
Regulatory Compliance Plan.
• This plan will address each major permit,
approval requirements, notifications,
implementation responsibilities, regulatory
reporting, compliance measurement
requirements and environmental performance
measures (commitments made in the EIA and
EMP).

49
 System 6: Operations and Maintenance

6B Regulatory Compliance Plan (continued)

• EMDC Regulatory is responsible for providing the

Regulatory Compliance Plan for wells drilled for
EMDC and EMEC in emerging areas.

• EMPC wells will operate under the appropriate

EMPC Affiliate’s Regulatory Compliance Plan

50
 System 7: Management of Change

• Significant Change
• MOC Documentation /
Approvals
• Key Personnel
Replacement (FDM, Ops.
Sup’t., Engineering
Manager)
• Exceptions To Design
Standards
• MOC Summaries/Annual
Report

51
 System 7: Management of Change

Changes in Plans and Procedures

• Exceptions to the Drilling Standard Ops Manual
are not subject to the MOC requirements unless
they specifically meet the definition of a
significant change.

• If a change in the risk matrix increases either the

probability of occurrence or the severity of
consequences for a given risk scenario, then the
change is considered significant and requires an
MOC.

52
 System 7: Management of Change

Potential Significant Changes to

Plans & Procedures

• Well Design:
– Casing size, weight, grade,
connection (excluding design and
safety factors)
– Wellhead & Christmas tree
equipment (excluding design &
materials)

53
 System 7: Management of Change

Potential Significant Changes to

Plans & Procedures (continued)

• Programs & Standard Ops

Manual Procedures:
– Mud density outside of Drilling
Program tolerance or range
– Change in any number outside of a
critical specified range

54
 System 7: Management of Change

Potential Significant Changes to

Plans & Procedures (continued)

• Drilling equipment:
– BOP stack equipment, control
system & capacity
– Diverter equipment (except as
defined in design standards,
System 3)
– Mooring system (except as defined
in design standards, System 3)

55
 System 7: Management of Change

Plan/Procedure Approval Authority

• Field Drilling Manager or commensurate with the level

of anticipated risk (see System 2):

1) High Risk = Drilling Operations Manager

2) Medium Risk = Field Drilling Manager
3) Low Risk = Drilling Operations Supt.

56
 System 7: Management of Change

Exceptions to Upstream Design Guidance

Standards Approval Authority

• Deviations from Design Guidance Requirements require

Drilling Operations Manager approval and a copy sent to
the Drilling Technical Manager (ref: System 3B Design
Standards)

• Deviations from Operations & Maintenance Requirements

require Field Drilling Manager Approval

57
 System 7: Management of Change

Typical Exceptions to Design Standards

• Casing design (design & safety factors)

• Wellhead & Christmas tree equipment (design &
materials)
• BOP equipment (diverters, choke and kill lines)
• MODUs (safety, mooring)
• Service vessels
• Drill string design

58
 System 7: Management of Change

Management of Change Summaries

• Drill Teams shall maintain a record of all

significant changes and exceptions and prepare a
listing of these on the MOC Summary utilizing the
form in the Appendix of System 7, Drilling OIMS
Manual.

• This form, not the MOC Worksheets, will be

forwarded by the Drill Team to the Drilling OIMS
Coordinator at year end.

59
 System 7: Management of Change

Key Personnel Replacement

• Replacement of the following Drill Team personnel

is considered a significant change and requires
adequate documentation, review, and management
approval
– Field Drilling Manager

– Operations Superintendent

– Engineering Manager

• Identification of Key Personnel replacement is the

responsibility of the Senior Drilling Leadership
Team.
60
 System 8: Third Party Services

8A Third Party Services

• To ensure that 3rd party services perform in a
manner that is consistent with company policies
and business objectives.
– Critical Services Contract Provisions
– General Rig Specifications
– Marine Safety Specs
– Exposure Suits
– Rig Considerations for Non-Aqueous Drilling Fluids
– Contractor Selection Criteria
– Acceptance Procedures for Rig/Safety
Equipment/Mooring Equipment/Marine Service
Vessels
61
 System 8: Third Party Services

8A Third Party Services (continued)

– Occupational Health Inspection
– Contractor Safety Strategies
– Periodic Drilling Rig/Marine Vessel Inspections
– Lifting Equipment
– Radioactive & Explosive Sources
– Contractor Performance Evaluations

8B Critical Safety Devices and Work Permits

• Identify Critical Equipment requiring work permit
system, temporary defeat
– Permit To Work System (hot work, confined space, LOTO,
etc.)

62
 System 8A: Third Party Services

RIG INSPECTIONS

• The Operations Superintendent will lead the initial

Inspection Team onsite and will lead two or more
monthly inspections until satisfied with the level of
rig safety compliance. The Operations
Superintendent shall continue to lead an
inspection once each calendar quarter. The Field
Drilling Manager may make the determination that
more frequent inspections are required for any rig
and may delegate other Drill Team personnel to
lead any inspections that are in addition to the
quarterly inspections being led by the Operations
Superintendent.
63
 System 8A: Third Party Services

RIG INSPECTIONS (continued)

• The "Operations Superintendent Rig Inspection

Report" in the Drilling SMP Manual shall be used
as a guidance document during these
inspections.

64
 System 8: Third Party Services

Contractor Performance Evaluation

• A Contractor Evaluation Form is to be completed

for all critical third party services:

– After the initial 4 months

– Annually
– At the end of the contract period

• Forms will be sent to the Well File and the Drilling

Procurement Manager

65
 System 9: Incident Investigation and Analysis

• Basic Standards (SMP, ERP for

Well Control Incidents, EMDC
Incident Management Guide,
EMDC Emergency Response
Guide)
• Severity Assessment matrix
(Level 0 - Level 3)
• Incident Management &
Investigation
• Incident Analysis (Root Cause,
Near Misses, etc.)

66
 System 9: Incident Investigation and Analysis

• Contractor is encouraged to
lead the investigation and
perform a root
cause analysis.
• Incident Reporting
• Hazard Loss Report Form
8021A (fatality or Spill/Incident
WI loss >$50k)
• Interface with Affiliates and
Law Department

67
 System 10: Community Awareness and
Emergency Preparedness

• Must have Emergency

Response Plans for each
operating area
• Drill Team ERP contents
• Medical Emergency plans
• Search & Rescue
• Oil Spill
• Drills

68
 System 10: Community Awareness and
Emergency Preparedness

Emergency Response Corporate Objectives

• Safeguard ………... People

• Protect the …….….Environment

• Protect company ...Assets

• Protect company ...Reputation

69
 System 10: Community Awareness and
Emergency Preparedness

ExxonMobil Emergency Response Model

Headquarters
Corp Response
Leadership
Issues
Management Business Unit
ESG

In-Country
ESG

ER
Incident Field

NE
Tier III Response

T
Management

W
DO
Regional Response Team

OR
NO

K
EN
T
AL

DO
Tier II

TE

RS
Mutual Aid/Co-op

ED
Response

-
Tier I
Facility Response
70
 System 10: Community Awareness and
Emergency Preparedness

Drill Team Exercise Requirement

• Each Drill Team shall conduct or
participate in an annual Tabletop
or Simulation drill

• Each Drill Team shall conduct

quarterly Notification Drills

• Houston Drilling Well Control

Support Team will conduct
annual Tabletop, Simulation
Drill, or actual event

71
 System 10: Community Awareness and
Emergency Preparedness

Well Control Team Responsibilities

• On-Site Drilling Well Control Team is

responsible for both implementing all
well control procedures and
procuring any pertinent well control
data required by the Office Support
Well Control team(s).

• The Drilling Office Well Control

Support Teams (In-Country and
Houston based) are responsible for
preparing all well control procedures,
and for organizing and preparing
directional relief well plans.

72
System 10: Community Awareness and
Emergency Preparedness

Drilling Emergency Response Plans

• The Drilling Emergency

Response Plan for Well Control
Incidents Manual is to be used as
a basis for developing a site
specific Well Control Emergency
Response Plan.

73
 System 10: Community Awareness and
Emergency Preparedness

Emergency Preparedness

• Drill Team Emergency Response

Plans should be provided to the
Drilling Operations Manager

• Emergency Response Plans are to

be appropriately interfaced with
bridging documentation to
contractor and Affiliate Emergency
Response Plans, if applicable.

74
 System 10: Community Awareness and
Emergency Preparedness

Drills: Definitions
 Training Session – Education of the team or segments of the team in any
process, technical, or specialized subject to enhance knowledge or
understanding related to emergency response. May be in house or outside
the Company including seminars or visits. Training may be initial
orientation, refresher, continuing education, hands on, or new subjects.

 Notification Drill -- Notification of team members to test the callout process

and the ability to contact members at various times.

 Tabletop Exercise – Team practice or discussion of roles, responsibilities,

and duties. May revolve around aspects of a scenario or of multiple
scenarios, but generally will not involve external or control team inputs or
simulations.

 Simulation Exercise – Team exercise that is based around, and driven by, a
specific practice emergency incident. The team responds and reacts to
scripted inputs geared to lead the team through their expected actions in
the event of a real incident. Occasionally this exercise will include external
agencies and organizations to add realism to the exercise.

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 System 10: Community Awareness and
Emergency Preparedness

Documentation of Drills
• Drill Teams will provide an
annual summary along with a
written critique of all tabletop
or scenario-driven simulation
drills conducted by the Drill
Team (or participated in with
Affiliates).

• This summary should be sent

to the Drilling OIMS
Coordinator by mid-January.

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 System 10: Community Awareness &
Emergency Preparedness

Well Control Incident Classifications

Level 3/2 Surface Blowout

Directed by the Drilling Operations Manager. Requires On-Site Support

Team, In-Country Drill Team Support and Houston Office Support (Command Center)
Well Control Teams. (3 teams)

Level 1 Underground Blowout (or level 0 incident >24 hours)

Directed by the Field Drilling Manager and Operations Superintendent.

Requires On-site and In-country Office Support Well Control Teams. (2 teams)

Level 0 Well Kick (<24 hours)

Directed by the Operations Superintendent. Requires On-site and optional

In-country Drill Team Well Control Support Teams. (2 teams)

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System 11: Operations Integrity Assessment

• Internal OIMS Assessments

• External OIMS Assessments
• Annual System
Owner/Administrator Review
• Drilling OIMS Compliance Checklist

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 Standard Manuals

OIMS and other Standards Manuals: ExxonMobil LAN- I : \Emdc \ Drilling \ Technical \
Tech Library and available on CD:

EMDC Drilling SMP Manual EMDC Incident Management

Guide
EMDC Emergency Response Guide Safety and Operations Alerts
EUDC Floating Drilling BOP Manual IADC Deepwater Well
Control Guidelines
EUSA Drilling Fluids Technology EPR Casing and Tubing
Manual
EM Upstream Aviation Guide Upstream Design Guidance
Documents

Standard Operations Manuals - Land, Floating, and Jack-Up

EMDC Drilling Emergency Response Plan for Well Control Incidents
EMDC Surface Blowout Prevention and Well Control Equipment Manual
U. S. MMS OCS Regulations
ExxonMobil Management Systems for Operations Integrity Guide (MSOI).
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 EMDC Drilling OIMS Resources

• Julie Myre, Librarian

– Standards/References
– CD Manuals

• Computer:
– LAN Electronic Manuals
– Generic Risk Assessments
– Forms
– Information/Data

• Drilling Technical GlobalShare

• Drilling OIMS Coordinator

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