Saxon Compliance Assessment Tool

Information

Document No.
Assessment Title
Client / Site
Conducted on
Prepared by
Location
Personnel

HSE - General

Are Saxon 15 fundamental HSE rules known and understood by the rig management and the crews?
Are Saxon's Fundamental 15 posted at appropriate places in the location?
Do the Rig Manager and Rig Superintendent understand Saxon Standards on incident reporting?
Does the rig have at least three copies of the Saxon QHSE Manual, one of which with the Company Man? Rig supervisors are familiar with and frequently refer to the QHSE Manual for guidance on QHSE issues during normal course of rig operations.
Does the operation have in place a QHSE Induction Program for all newly hired or transferred personnel that is given in the office prior to first arrival at the rig in order for them to safely carry out their duties?
The rig has a proper QHSE Briefing package (video or slide presentation, welcome package) which is completed upon arrival at the rig for all employees, customers, contractors, third parties, and visitors.
Are there records of Rig Orientation (typically three days) and Mentoring of new personnel available at the rig?
The location has a clear set of QHSE targets and objectives for the year (QHSE Scorecard/dashboard). The rig targets and objectives are in line with the country targets and objectives. There is an established QHSE Plan for achieving these targets and objectives. Required personnel are familiar with the plan.
The operation has a properly constituted, active, and visible local QHSE Loss Prevention Team (LPT), or similar process.
The Rig Manager actively participates in the rig's Hazard Identification activities. How many STRIVEs/RIRS/Observations were reported by the Rig Mgr in the last 7 days?
What is the Total STRIVE rate for the rig? (# of total risk reports/employee/year)
Key QHSE Policy Documents are clearly posted at the rig. They have been translated into the local language, if required.
All employees and contractors attend at least one General HSE Meeting weekly. Third party personnel and customer representatives are systematically advised of and invited to attend these meetings. Note how often does the Company Man attend?
The rig has a suitably qualified and trained medic or has acceptable access to medical facilities.
Is the site appropriately and adequately equipped with medicines and equipment to administer First Aid
There is an efficient process in place to replace obsolete QHSE documentation on the location.
QHSE posters, ALERTS, and associated documentation have been posted at the rig and translated into the local language where required
QHSE performance KPIs are in place for long term critical subcontractors. Performance against QHSE KPIs is regularly evaluated. Non-conformances with agreed QHSE KPIs are documented and remedial actions are agreed between parties.
Catering contractor staff are up to date with their periodic medical exams, vaccinations, and hygiene or food handling certificates as required.
Appropriate access controls, both permanent and temporary, are installed to control access to high risk areas such as pits, openings presenting risk of falling, and areas where high pressure is present.
Employees are up-to-date with their periodic medical examinations. A process exists to follow up employees with adverse medical results. Managers are familiar with the process as per country requirements.
The operation has an effective award scheme designed to promote good QHSE performance and prevention attitudes on the work site.
Medic maintains records of all medical consultations. All injury treatments, no matter how minor, are recorded in a logbook and reported to the Rig Manager, who reviews and signs the medical logbook weekly
A defined assessment and inspection program in place including the CATs
Are all personnel aware that they can stop the job if it's unsafe, and this is communicated to them during their initial orientations
Has the Operation participated in issuing any ALERTS for relevant QHSE CMS or HiPo events?
Does rig management know what and when were the last Recordable Incident and last LTI? Are they tracking the number of LTI and Recordable Injury-free days?
Has there been at least one self assessment to this CAT worksheet within the last twelve months and recorded in QUEST?
Have all the action items from the self assessment been closed?

OPS - Rig Operations

The Rig Superintendent is heavily involved in all rig operation processes and visits the rig frequently.
Rig Supervisors actively participate in the preparation of rig budget Capex and Maintenance. Rig Manager reviews same with them in a collaborative effort to optimize available resources.
Rig has a set of up-to-date references on hand such as the Equipment Maintenance Manuals, Job Descriptions, Training Matrices, etc.
Pre-tour meetings are systematically conducted on the rig with the Rig Manager leading.
Generic job procedures, TRAs, JSAs, or HARCs are in place for critical, major, and or/non-routine operations on the rig.
Toolbox meetings are systematically held prior to commencing any non-routine work.
Supervisors and crew are compliant with their position-specific technical training (Preventive Well Control, Stuck Pipe Prevention, Preventive Maintenance, etc).
Rig crew members are familiar with proper function, use, and operation of hand tools. No substandard hand tools and or machinery are in use on the rig.
Replacement of key rig personnel is well communicated to the customer in advance. Mutual agreement is reached rather than a surprise change.
Saxon contractor representatives present on the rig attend rig operation and HSE meetings. They participate in investigations whenever applicable.
Personnel systematically conduct JSAs or TRAs/HARCs and ensure adequate control measures are in place prior to commencement especially for any non-routine and/or critical work on the location.
MSDS (SDS) records are readily available and accessible for all chemicals used and handled at the location
A system of Authorization to Rig Up customer and/or third party equipment on the rig is in place.
Rig supervisors are familiar with and trained in the use and operation of the PMS
Maintenance tasks are defined, scheduled, and implemented for all critical and major rig equipment.
Equipment and systems are operated, inspected, and maintained in accordance with Saxon and/or OEM standards and procedures
No modification to the original design and/or the service of a piece of equipment or system (critical & major) is performed on a rig site, or in a designated workshop, without prior Saxon Engineering Department involvement and approval.
Is there a formal process to initiate purchase requisitions at the rig?
Purchase requisitions are prepared with adequate information (such as part numbers, descriptions, specification, quantity, unit of measure, etc.) and approved by the department head and Rig Manager prior to forwarding for management approval.
Goods received are counted, inspected, and checked by the relevant dept heads against the POs before acceptance. There is a process in place for reporting non-conformance.
A system is in place to monitor and control stock levels and re-order points for the warehouse stock.
Access to the store/warehouse is properly restricted at all times to authorized personnel only.
Fixed assets are properly managed, physical count against books, assets tagged, technical listing/characteristics available, match to serial numbers, service dates known.
Certification for all critical and major rig equipment & systems (BOPs & equipment, Foam fire fighting agents, pressure vessels, etc) is up-to-date. Certification records are available on the location for critical equipment and systems.
Where simultaneous operations (SIMOPS) (e.g., production and drilling are undertaken) the impact of one operation upon another is formally assessed and recorded. Safeguards are put in place to mitigate cumulative effects.
Classified areas of the rig location are clearly designated on an approved, updated map. Hazardous area maps are available on the location and a copy is posted.
All combustion engines located within Zone-2 areas on the rig are outfitted with appropriate safety devices.
Electrical and Rig equipment grounding complies with minimum requirements.
An updated (less than 2 years) noise survey map showing noise levels of various areas of the rig location is available and posted on the rig notice boards.
A lighting survey has been conducted on the rig location and the survey map with LUX results is available on the rig and posted on noticeboards. There is a plan to improve lighting in areas identified with substandard lighting.
Possible rig-specific operational emergency situations are reflected in ERPs. ERPs are drilled (check frequency, records, quality). Drills are recorded against a timeline and records are available for review.
The rig and camp present first class housekeeping, overall condition of painting work, and cleanliness.
Details of NPT, rig move time, flat time on the drill curve, etc. are recorded, analyzed, and compared to benchmarks to establish performance trends. Opportunities for performance improvements are identified, actioned, and made visible.
QHSE data and results (i.e., Driver Monitor data, Risk Reports, STOP program participation, RWP closure status, etc.) for the rig are regularly reviewed by location supervisors and management.
Proper certification, line usage, and maintenance records are available for Mast, Substructure, and Drawworks raising lines. Rig Supt and higher management check on the availability and accuracy of these records during their rig visits.
Is there a robust and comprehensive DROPS program in place to prevent the risk of dropped objects from height (while rigging up and day to day operations at height)?
The Drilling Program and Safe Drilling Practices are received from the customer Prior to spudding a well.
Well Control and Shut in Procedure are agreed and posted in Drilling Shelter?
Rig Manager ensures that Drillers and Tour Supervisors are always instructed in writing on the operations to be performed. Standing Instruction for Drillers (SID) or similar form are used and signed by both the Customer Representative and Rig Manager.
The Driller does not leave the rig floor unless properly relieved?
Only Saxon personnel authorized by the Rig Manager are operating the rig equipment at any time?
The Driller is responsible for properly and correctly transferring over control of the rig floor to his/her relief (status of the well, Down Hole equipment, Mud, any work in progress.
The Driller filling in Daily the Daily Drilling Report (IADC and any form as instructed by the customer )
Does Driller keep a complete record of tools and tubulars (Saxon, customer and Third pty) run into the hole ( lengths, OD�s and ID�s, S/N, fish) ?
Maximum Weight on Bit is determined as per standard Practice and approved by the customer representative and the Rig Manager?
Rig Managers and Drillers avoid operating at or near critical rotary speeds as indicated by string vibrations.
Drillers are constantly monitoring all the drilling parameters and PVT as well as all alarms available are properly set?
Mud Properties are regularly checked and noticeable changes are reported to Drillers. Mud Log book is maintained?
Rotary Bushing protector is used when drilling with TDS?
When a power tool (eg iron roughneck) is not used both rotary tongs are used to apply torque while making-up and breaking out drill pipe and drill-collars. Chain tongs are used to roate drill collars on make-up and back-out operations.
The Driller set the slips carefully and does not allow them to ride on tubulars.
Rig crew does not'kick-in' the slips during trips
On rigs using drawworks equipped with electro-mechanical auxiliary brakes, the coupling is engaged during drilling and tripping, and fitted with a locking mechanism to ensure it remains in the engaged position.
The eddy-current auxiliary brake control handle shall not be mechanically held in the full ON position.
The Crew does not allow elevators or other tools to come in contact with mating surfaces of tool joints
All thread connections are properly cleaned and greased prior to running in the hole, using suitable dope and application brushes
All tubulars picked up from the ground shall be drifted (Rabbit).
All tubulars are stored with thread protectors installed
The Driller alternates the drill stand break on successive trips
Before tripping and/or casing operations the Derrickman VERBALLY confirms that his/her safety harness is on and properly secured to the mast with a Self-Retracting Lifeline (SRL) at shoulder level and a Fixed Line at waist level. Until this confirmation has been received the Driller keeps the travelling block static.
The Derrick Man Diving Board extension is Folded in when not in use
The Derrickman must verify the integrity and safe working condition of the casing stabbing board prior to commencement of any casing operations.
The upper and lower Kelly valves in service are opened and closed on every trip.
The hole is be covered at all times when there is no drill string, casing or wireline in it. If the string has to remain still for a while and slips cannot be installed, a C-plate cover is installed.
The integrity of the crown Block saver, anti-collision systems, brake according to the PMS System, are checked as soon as practicable after the start of every new shift and after any changes in settings for any reasons. Condition of these devices are entered in the Daily Drilling Report at the end of each tour.
The Driller�s mechanical brake must be secured in an engaged position with a positive locking device when left unattended (on conventional rigs and brake systems this will be as basic as a chain). This locking device must enable lockingout the drawworks brake when needed for maintenance or operational reasons.
The Maximum Tensile Load and Pipe characteristics are posted in the driller Shelter?
The Driller must not over-pull more than 50% of the bottom-hole assembly weight until the Rig Manager is on the floorunless specific written instructions have been given by the Rig Manager in the case of highly deviated wells
Pulling above 85% of the maximum Tensile Yield are subject to assessment and written instructions approved by Rig manager, customer and approved by the Rig Superintendent
Hoisting Limits Charts are posted in Dog House? Pulling > 80% casing or stuck pipe are subject to assessment and written approved instruction by Rig manager, customer and Rig Sup?
Special Operations: Drill Stem test are not opened at night unless approved by Country Operations Manager?
Special Operations: Pressure control equipment shall be installed and tested prior to perforating and testing operations
All criticals operations (csg landing, cementation, fishing, Well control etc .. Are witnessed by the rig manager?
All Criticals Moving operations (raise/lower mast, loading critical equipmt etc..) are witnessed by the rig manager?
Prior to raising/lowering the rig�s mast, the Rig Manager ensures that the Driller is familiar with the operation and the type of mast/equipment. IF the driller is unable to perform the task a competent person is assigned to assist the Driller during the operation
Mast Pre-inspection are done JUST before raising or lowering the mast? If, for any reason, the lowering/raising operation is delayed, a new inspection is carried out
Has there been at least one self assessment to this standard within the last twelve months and recorded in QUEST?
Have all the action items from the self assessment been closed?

OPS - Well Control

At the rig site is there a designated person in charge (Normally the rig manager) and is he/she empowered to implement proper Well Control practice and Procedures?
Is the Driller empowered to take immediate corrective action i.e. shut well in?
Are the well control practices and procedures checked and accordingly adjusted to comply with more stringent local government regulations and/or operator policies?
Do all rig-site personnel assistant driller and above plus rig manager have a valid and recognized well control certificate (IWCF or equivalent)?
Do all rig site personnel assistant drillier and above plus rig manager have competency in horizontal and OBM drilling
Is the Saxon Well Control Manual the definitive well control standard at the wellsite? If the Saxon Well Control manual is not the definitive well control standard, what is and is it acceptable?
Are the Responsibilities and summary of standards of the well control manual understood and posted?
Is the well kept full at all times including tripping, casing running and are tripping records kept?
Are all the necessary flow checks performed while pulling out of and running in hole and reported on the IADC?
Are tripsheets completed properly and reviewed by Rig Manager?
Are all drilling breaks flow checked and pit volumes monitored and recorded?
Is a predetermined kick sheet in place prior to spud and updated during drilling?
Are well control drills held and documented at a minimum on a weekly basis and documented (eg in the IADC report)
Is the hard shut in method the default shut in procedure and is it posted and understood by the driller and the person in charge? If not What is the default shut-in procedure posted and is it understood by the driller and the person in charge ?
Are Standing Instructions to Driller (SIDs) received from the company representative and given specifically to the driller relating to shallow gas and other jobs on each tour? When diverting to address shallow gas
Are the "well Shut In" instruction posted in Dog House?
Are Slow Pump Rates taken each tour and after drilling fluid property changes?
In the Country manager involved in the approval of Tripping out of the hole with loss circulation?
Are BOPs pressure tested every 14 days ( 21 max)?
Are Drillers checking Manifold and BOPs set up at every tour?
Is there a MOC process to address deviations from Well Control Manual?
Is it confirmed that the BOPs' Working Pressure is greater than the maximum anticipated Surface Pressure?
Is the Kick Tolerance Calculated at every Hole section?
Are LOT or FIT tested and MAASP defined with Informations available in Driller shelter?
Is the principle of DOUBLE Barrier respected?
Are the "Kick Warning Signs" investigated sistematically?
Is Shallow Gas risk assessed on well by well basis?
Do the Drillers understand the " CONTROLLED DRILLING RATE" objectives?
Does the location have an endorsed Shallow Gas Plan?
Does the location keep a minimum Kill Mud volume ?
Is the Divertor installed and tested as per 14.7.1 and 14.7.2 requirement?
Are the Divertor Close IN procedures endorsed and posted in Driller Shelter?
Are the Divertor lines with minimum 8", with No bend, firmly secured and at sufficent distance from Rig Floor?
When diverting is the open valve and close diverter functions interlocked? And is the valve a pressure operated fully opening at a minimum to the ID of the line?
Does the location has Muster point and Windsock installed?
Are full opening safety valves �with required cross over available at the rig floor in readiness to handle a kick?
Are Drop in Valve and related subs available?
When running hole with Float valve, are pipes manually filled at least every 10 to 15 joints?
Is rig equiped with an installed and working PVT?
Is there a reliable PVT system with audible or visual warnings?
Is rig equiped with an installed and working Deltaflow/flow sensor?
Is there a reliable Delta Flow Indicator at rig floor level?
Is there a Trip Tank and adequate tank level indicator installed and operations?
Is there a reliable Trip Tank level reader on drill floor?
Is the rig compliant with minimum Stack requirement (14.3)?
Has the BOP stack and ram configuration been discussed with the client, agreed and implemented accordingly and is the drill floor schematic stack lay-out as per actual with all RKB / Annular/ ram distances marked?
Is there a diagram or other indicator of the proper space out of the drill string; in the event of a kick while drilling or tripping, posted in the drillers console or otherwise easily accessible to the Driller?
Are the BOP rubbers used, rated for the temperature, the fluid chemistry and a possible H2S environment
Is the rig equipped with active fixed combustible (CH2) and H2S gas detection system and are alarms available and set for continuous monitoring?
WELLHEAD outlets are not employed for Choke and Kill lines?
Do Ram Type BOPs has Mechanical or Hydraulic Ram Locking device installed?
Has the calculation been made to verify the capacity of the accumulator unit is suitably sized to meet compliance
Does Accumulator Unit comply with the minimum requirement 14.4.1 (Response Time")
Is the accumulator unit equipped with 2 pumping systems that have 2 independent sources of energy?
Does Accumulator Unit comply the minimum requirement 14.4.2 (Closing time and Final Pressure)
Does Accumulator have Isolation and bleed off valves on Each Bottle bank?
Is the rig compliant with 14.7.3 (Accumulator Closing test)?
Does the rig has a well control equipment testing procedure that includes the specifics of the actual rig Well control equipment?
Remore Control Panel(s) on the rig compliant with 14.4.6 of the well control manual?
Are all the Choke Manifold components upstream the Buffer Chamber with WP ? at the BOPs WP?
Is there at least two(2) valves installed between the Bops and the Choke manifold?
In drilling mode are the choke manifold valves lined as per the agreed shut-in methodology
Are the Pressure Gauges properly installed to monitored adequately both Pipe and casing Pressure?
Are Kill Line components all with WP ? at the BOPs WP?
Are Upper Kelly or TDS valves installed and tested ?
Are Lower Kelly or TDS valves installed and tested ?
Is the MGS design compliant with 14.6.5 requirement?
Is the MGS tested and have inspection compliant with 14.6.5?
Are both MGS and Vacum degasser vent line adequate?
Does the rig comply with 14.7.1 (BOPs Functions Test)?
Does the rig Comply with 14.7.2 (BOPs Pressure test)?
Are Bops tests recorded in IADC and properly documented?
Is the Stand Pipe Manifold tested at its rated WP?
Are the ram BOP equipped with ram locking devices?
Is the rig well control equipment maintained to the correct frequency of inspections and repairs
Is the rig maintenance management system current with the complete maintenance records and certification on critical BOP/well control equipment
Are the contractors and suppliers we use for the well control equipment inspections, repairs and modifications qualified as approved OEM vendors and do we audit them?

OPS - Rig Equipment

A complete and Functional Maintenance Management System is existing and in use. The system is run either on paper or computer or on a computer or specific spreadsheets or any combination of these.
Rig Management (office based and on the rig) displays a clear commitment and responsibility for adhering to the rig maintenance system, rules, and procedures.
Management drives the maintenance process thru formal periodic reviews of maintenance executed with rig based supervisors: reports, visits, minutes, evidence of last minutes.
Maintenance of equipment follows a clear statement in the system defining maintenance procedures and all maintenance personnel on the rig are aware of it.
Objectives are set for maintenance related issues. Managers and supervisors are appraised based on the objectives set.
Maintenance related targets are set and performance is monitored, i.e., the history for each equipment, schedule for all "Preventive Maintenance Tasks", equipment downtime, etc.
External sources of maintenance expertise is available to the supervisors on the rig (i.e., contacts with Original Equipment Manufacturer (OEM), approved repair shops, Access to Company Maintenance/Engineering & Tech Support Team).
On the rig, a dedicated office space is available for Maintenance staff if applicable, that includes a library of equipment manuals, a complete set of equipment maintenance guidelines, and a proper set of "as built" drawings and electrical schematics. There is a structured central filing system in place.
Is the tubular inspection company used to certify tubulars certified and has such certification been checked?
OEM - approved repair shops are used to carry out repairs on critical equipment.
For equipment repair jobs at Third Party repair shops, a detailed Scope of Work is established with the repair shop, the job is tracked till closure, including visits to witness testing, and all work done/materials used is well documented.
Third party repair facilities have been audited for process, quality, documentation, and traceability. When?
If high pressure welding is performed on the rig, is it in compliance with all requirements (i.e., welders are certified, welding procedures and materials approved and certified, and NDT testing carried out to verify integrity of the weld.)
Do personnel have an awareness of the risks incurred during equipment maintenance?
Are the risks linked to maintaining equipment recognized and mitigated for the following situations: Rotating equipment: guards, barriers, lockouts, engine shutdown devices Electrical equipment: breakers, cable run, plugs, Permit to Work system, electrical trip devices Pressure equipment: bleed offs, pressure relief, tie-down (snubbing), wall thickness Equipment used at height: barriers, safety PPE, working on travelling assembly
Is there a system in place to check certifications of cranes, fork lift, wheel loader, and winches compliance with OEM/regulatory/company requirements?
Rig management has formally allocated finances to execute the maintenance plan, maintenance supervisors are aware of this allocation and clearly track the finances used for maintenance.
Outstanding maintenance is highlighted to rig personnel by maintenance system (software or other) and reported to rig management on a regular basis (monthly report or other), with reasons for delay and remedial action plan.
Operations critical spares for equipment such as spare brake bands, SCR fuses, actuators, etc. are available on location.
Is there is a designated rubber goods store with climate control, non-UV light, proper packing, and shelving?
All tubular connections have protectors installed, they are clean and doped. Protectors are used to pick up and lay down tubulars. Tubulars for long-term storage are coated internally to control corrosion.
An oil analysis program for the engines is effectively in place, with results analyzed, overall trends established and communicated to the rig, and corrective actions taken as required.
Equipment downtime statistics are available and the information is analyzed to identify problem areas. Comparisons are made to industry standards and if needed, corrective action is taken.
Tracking system for equipment deficiencies and failures is in place with action points and follow-up till close out.
The rig can produce documentation of Third Party inspections that are carried out on rig machinery or equipment (vessel hydro tests, tubular inspection, shop BOP reworks, shop engine overhauls, hoisting package recertification, all lifting, and hoisting gears, etc.)
Is there a schedule of critical equipment inspections and is it followed by rig management with no major deficiencies?
Maintenance records are kept using an adequate system. Digital format, filing, accessibility, security of record, backups. There is an effective data backup process in place that works.
Deficiency reports are raised to share information with others rigs and when relevant, publicized as ALERTS/lessons learned.
The rig supervisor issues a Monthly Maintenance Report to the Rig Superintendent with all the Preventive Maintenance statistics.
Each department (Drilling, Mechanical, and Electrical) completes a daily and a weekly maintenance checklist.
Closure rate of action items generated from audits and inspections is >80% in <90 days.
A process is in place to carry out a formal condition evaluation check of equipment, within the time frame defined by Manufacturer/Company/Industry standards.
Detailed annual condition evaluations are used for critical and major equipment such as Drawworks, Mud Pumps, BOP, etc.
Mast, crown-block, and traveling block are covered by a 5 or 10 years re-certification program as required by the OEM.
Condition of mast raising system (wire ropes and sheaves, winches, cylinder, other) is checked before each use. A raising lines change-out program is implemented based on age and/or number of lifts. Raising and scopping masts follow in-house as well as OEM instructions.
Drawworks braking system is included in the rig NDT inspection program.
Is there a lifting gear register kept on the rig to track the certification status of all slings, lifting, and tubular handling equipment, etc.?
Randomly check if lifting equipment found on rig site is recorded in the register, with valid certification and color coding.
Integrity of high pressure lines (mud pump discharge, stand-pipe, BOP controls, etc.) is checked at regular intervals by pressure testing and UT inspection. There is compliance with Saxon engineering requirements.
All pressure vessels and associated pressure relief devices are listed and part of a calendar based inspection and certification program.
Capacity of rig power plant is sufficient for expected drilling program. Engines have received a load test as per OEM procedure at the end of the last complete overhaul.
Rig power plant can consistently deliver 80% of its rated capacity for a prolonged period (>1 hour) without deficiency or alarm (leak, overheating, noise).
Mud pump(s) can safely be run at 80% of their rated speed and pressure without presenting abnormal vibration, noise or temperature.
BOP accumulator unit has sufficient fluid and pumping capacity to comply with well control manual requirements.
Do accumulator bottles get hydrotested every 5 years or as per manufacturer/regulatory requirement?
Is well control equipment tracked for certification as per OEM/ customer requirement?
Fences, barriers, covers, guards, and handrails are fit-for-purpose and correctly installed
Has there been at least one self assessment to this standard within the last twelve months and recorded in QUEST?
Have all the action items from the last self assessment been closed?

HSE-01- Journey Management & Driving

Are only employees who are current in their Saxon driver training including commentary drive) allowed to drive Saxon vehicles or personal vehicles on company business?
Are newly transferred employees and visitors required to complete and pass a new Commentary Drive before they are allowed to drive on Company Business?
Do Saxon employees know their DriveSMARRT* Level 1 and 2 training requirements?
Is a Risk Assessment Tool (JSA/TRA) used to address specialized Driver Training? For example, Heavy Vehicles, Buses, snow and ice driving, desert driving, armoured vehicle driving, etc.
Are drivers and all occupants witnessed to be wearing seat belts, and to be in compliance with the cellular phone policy when operating Saxon vehicles or when driving personal vehicles on company business?
Are all seat belts installed either 3 point seat belts for forward seating or 4 point for lateral seating
Do managers at all levels question the need for journeys, and look for ways to eliminate them?
Are drivers physically and mentally fit and capable of completing their planned trip prior to starting a journey?
During the hiring process, where legally permissible, are Saxon Employees that will drive on company business, medically assessed for driver fitness?
Is the 16-Hour Rule being enforced? (No driving after a Saxon Driver has been awake for more than 16 hours in the previous 24-hour period.)
Is there evidence that employees are encouraged to refuse and possibly have refused to drive due to fatigue or other adverse driving conditions?
Are all Saxon vehicles fitted with approved, calibrated, and functional Electronic Driver Improvement Monitors with correct settings?
Are results from individual electronic Driver Improvement Monitors routinely analyzed with feedback given? Does Senior Management review these results?
Are all Saxon vehicles equipped with air bags and 4-wheel anti-lock brakes and where available side impact protection? Note that the seatbelt requirements are raised in Question 7. When new JM Standard is released will need to add additional questions or a checklist to verify the new requirements
Have vehicles been modified beyond the manufacturer's original configuration? If yes, has a Management of Change Form been approved?
Is there a process in place to ensure that adequate and appropriately documented inspections are performed on all vehicles? Are repairs being addressed in a timely manner?
Are loads properly secured on vehicles and within capacities specified by the manufacturer's rating and/or regulatory limits?
Are all Saxon passenger vehicles with a cargo storage area open to the passenger compartment equipped with a suitably rated and secured cargo net.
Are motorbikes (2, 3, or 4 wheeled) prohibited for use on company business?
Are Saxon drivers aware that unauthorized passengers are not to be transported in Saxon Vehicles, except in extreme emergency?
Are Saxon vehicles parked in a manner that allows the first move to be forward? When parked on a steep incline, are wheels chocked, emergency brake applied, and transmission in park or in gear?
Is the Saxon Exemption Process being used for situations that do not comply with JM requirements?
Have all contract transport providers been risk assessed and categorized as High, Medium or Low?
Has there been at least one self assessment to this standard within the last twelve months and recorded in QUEST?
Have all the action items from the last self assessment been closed?

HSE-02 HSE Event Reporting

What is the sites HSE event reporting rate? How does this compare to Saxon Global HSE reporting rate? Compliant >120% of Saxon, Non-Compliant = <80%, Partial Compliance rate between ?80% - ?120% of Saxon
Are all HSE events reported in QUEST?
Are all HSE events in QUEST correctly classified including HSE event description, severity, contractor involvement, Saxon/Non Saxon related, Potential Risk, Investigation, RWP and Residual risk?
Are all CMS and HiPo Light, Near accident and Hazardous Situations properly investigated with root cause analysis within three weeks of the event
Is an investigation review conducted by the appropriate level of management, as defined by the responsibility matrix in Appendix A of the standard, within 8 weeks of the event
Are all RWPs resulting from an HSE event investigation implemented and closed within target date with 80% of all actions including all High Priority actions, set with a target date within 60 days and closed accordingly?
Are all CMS and HiPo Light, Near accident and Hazardous Situations entered into QUEST in English within 24 hours of the event?
Do all HSE events in QUEST have the Potential Risk, Loss and Residual Risk tabs correctly completed?
Do managers, supervisors and QHSE staff have appropriate subscriptions for HSE event reporting in QUEST, as required by the responsibility matrix of the standard
Do Line Managers ensure that appropriate recognition programs are in place to reward exceptional employee contributions to the HSE event reporting, Investigation and Review process and improvement suggestions?
Are names or personal/confidential information used in the description section of QUEST?
Is full and accurate data for the site entered into QUEST's SafetyNET function by the 5th of the next month?
Have all HSE events been notified correctly to the appropriate Saxon Manager as per the Internal Reporting requirement 5.9 of the standard?
Do QUEST reports have appropriate attachments of witness statements, photographs, drawings etc uploaded?
Does the site have on file record of all accidents including First Aid Cases for the past 3 years or greater if Country regulations require
Have all QUEST reports that require it got the appropriate Access Restrictions?
Does the site comply with the regulatory requirements for verbal and written reporting of HSE events?
Have investigation team members received SCAT training
After review of an HSE CMS event is concluded, has an one page slide of the main learning points from the investigation been prepared and shared as appropriate?
Has there been at least one self assessment to this standard within the last twelve months and recorded in QUEST?
Have all the action items from the last self assessment been closed?

HSE-03 PPE

A Local Site PPE Plan showing location of fire ext, required PPE, high noise areas, smoking areas, safe muster areas, etc., based on a risk assessment (TRA/HARC or similar) of the local hazards is posted, implemented, and regularly reviewed. Compliance with the plan is enforced and monitored.
Are all designated work areas requiring PPE clearly marked and communicated to all that enter the area?
Is a copy of the Local Site PPE Plan signed by rig manager posted in all designated work areas?
Is there evidence that all employees and contractors and customer personnel comply with rig PPE requirements?
Are there sufficient coveralls, hard hats, and safety glasses, etc. available for all visitors to satisfy rig PPE requirements?
Does all line management lead by example, wearing PPE at all times, as per Saxon PPE requirements?
Are Saxon coveralls defined as long-sleeved coveralls worn by all personnel in all rig/workshop and/or yard areas?
Are ANSI Z89.1, EN397, or equivalent standard hard hats worn in all crane areas where items are stored above head height, where there is a risk of falling objects, a risk of striking the head against overhead fixtures, or being struck by a moving object?
Is ANSI standard Z87.1 or European Standard 166, or equivalent eye protection worn by all personnel in PPE required areas?
Are both safety goggles and a full-face shields meeting ANSI standard Z87.1 or European Standard 166 or equivalent worn while operating grinders or abrasive wheels?
When handling hazardous chemicals, including cement, are indirect-vented chemical goggles meeting ANSI standard Z87.1 or European Standard 166 or equivalent being worn?
Is all fall protection inspected before each use, maintained in accordance with manufacturer recommendations, and stored in the fully retracted position whenever possible to minimize exposure to dirt and corrosion? In addition one or more fall arrestors shall be permanently installed in the substructure beneath the rotary table to allow safe working access on the BOPs.
Is ANSI standard Z41 PT 91, European standard EN ISO 20345, or equivalent foot protection worn by all personnel in PPE required areas?
Is chemical resistant foot protection being worn when handling or working with hazardous or corrosive materials?
Are chemical resistant gloves being worn when handling hazardous chemicals and as per the MSDS?
Are asbestos-free, high temperature gloves being worn when handling hot equipment or material?
Has a sound survey been completed for all machinery and equipment at the location?
Is hearing protection being worn in all noise hazard areas where exposure is equal to or more than an eight hour time weighted average of 85 dBA and have all these areas been clearly marked and indicated to those that enter the area?
Are flexible ear plugs, ear muffs, or radio communication headsets being utilized to bring the level of sound exposure to or below 85dBs using industry standards for noise reduction rating (NRR)?
Is respiratory protection being worn in all areas assessed as having a harmful atmosphere under the local respiratory plan and have all these areas been clearly marked and indicated to those that enter the area?
Are finger rings removed in the workplace (except offices), and are loose clothing, traditional headgear, dangling bracelets or chains, neckties, etc. (this includes securing long hair) removed while working around machinery or moving parts?
Have Life rings or buoys been made available for personnel rescue beside each open (without grating) fluid storage pit system. Wherever possible, a suitable tie-off point shall be installed on each side of the pit system, and one life ring shall be installed per tie-off point and are they part of the rig regular maintenance inspections?
Where there is a risk of falling from height, does the site comply with local regulatory requirements?
Do local laws/regulations/customer/risk assessment require FRC? If yes, is Saxon providing FRC coveralls to all employees?
Has there been at least one self assessment to this standard within the last twelve months and recorded in QUEST?
Have all the action items from the last self assessment been closed?

HSE-05 PTW

Applicable Permit To Work (PTW) system is agreed with customer and Saxon and is documented. (If the customer does not want to sign our permits or bridge to them, please mark N/A and make comments.)
PTW Authority responsibilities and workflow are formalized, communicated, understood and followed
PTW Holder responsibilities and workflow are formalized, communicated, understood and followed
The Rig Manager (or his/her designee at night) inspects the work site prior to signing any Permit to Work and after Job is completed?
A list of activities, subject to the PTW, is defined and complies at least with the requirements of the standard
Are Permits made after careful assessment of the risk and a completed JSA/TRA/HARC is always attached to the Permit?
Before all hot work PTWs are issued a flammable gas test is carried out at the applicable work site and results are noted on the PTW
A dedicated PTW board is in place, visible, and kept up to date with all valid PTWs posted. PTW board has at least laminated well site layout on steel plate, magnets indicating locations where activities are being executed under a PTW (red for hot, blue for cold), clipboard for posting current PTWs, PTW log and PTW workflow
There is evidence that all activities subject to PTW are initiated with a PTW signed by adequate PTW Authority (Rig Manager). Please consult last 7 days of activity (IADC Report) to verify this.
A single PTW form is available and used for all activities that require it and it is correctly dispatched (one copy to PTW board, one to Rig Manager and one to PTW Holder at the worksite)
PTW Archive file contains copies of PTW as well as copies of the risk assessments, pre job meetings and supplementary certificates if applicable and go back at least a year?
An isolation certificate is always issued when it is necessary for personnel to enter and space or volume with limited or restricted means for entry or exit and that is not deigned for normal human occupancy
An Confined Space certificate is raised before a PTW is approved for all mechanical, hydraulic, or pneumatic isolations and remain in force at least until all PTWs associated with it are closed/cancelled
An Evacuation/Penetration certificate is always issued for any excavation or ground penetration work at the well site deeper than 30cm
A Vehicle Entry certificate is always issued for any vehicle entering an area at a well site location in which an explosive gas mixture is likely to occur in normal operations
A Critical Lifting Certificate including a lifting plan is always issued for all lifts defined in the standard (section 5.3)
PTW validity is clearly stated and never exceeds the duration of a 12-hr tour.
Overall is there an effective Permit to Work System being practiced at the rig?
Has there been at least one self assessment to this standard within the last twelve months and recorded in QUEST?
Have all the action items from the last self assessment been closed?

HSE-08 Environmental

Roles, responsibilities, and authorities are defined, documented in job descriptions of employees on-site, and communicated in order to facilitate compliance to Saxon QHSE Std 8 (please see note at bottom).
The appointment of an individual with clearly defined responsibility for ensuring that the site is managed in compliance with Saxon QHSE Std 8 has been made .
Is there promotion of the achievement of compliance, environmental protection and environmental performance objectives amongst the employee population on site?
Is there a documented, current, and ranked list of environmental hazards and risks is available for the site?
Has the above been communicated to employees?
Has the framework, structure, and organization of applicable environmental (enforcement) authorities been documented?
Regulatory Compliance - Identification of requirements: The site shall demonstrate via a documented process of identification & review of applicable (national and regional) environmental regulatory requirements, and provision of a checklist that summarizes applicable requirements and associated compliance activities, that it has a formal process for assurance of compliance to applicable environmental laws and regulations .
Is there an environmental performance management program, with an up-to-date list of site environmental performance objectives, available for the site? Can the site manager explain the business significance of these objectives?
Are environmental performance objectives (see previous question) and results versus those objectives, clearly and regularly communicated to all employees (with documented evidence)?
Environmental performance indicator (EPI) data (in QUEST, and any additional locally required data) is regularly reviewed, and trends are identified (with documented evidence).
Provision & Maintenance of Secondary Containment: Where hazardous materials (as defined by Saxon or by local regulations) are stored on site, secondary containment shall be provided in accordance with the requirements of Saxon HSE S008 and its associated Guideline. The containment structures must be in good condition and there must be documented evidence of regular integrity testing and of visual inspections of all secondary containment systems and of any associated hazardous liquids piping or sumps. Are all hazardous substances or wastes are stored so as to ensure 110% containment of the largest container? Note that if local regulations impose a more stringent requirement, then the regulatory requirement must be complied with
Is there a written (up-to-date) inventory of all solid, liquid, and gaseous (as applicable) wastes generated at the site?
For each waste material in the inventory, has the source been identified?
For each waste material in the inventory, has the (regulatory or other) hazard category been identified?
For each waste material in the inventory, has the monthly or quarterly amount (volume, weight) generated been identified or estimated?
For each waste material in the inventory, have storage, transportation & disposal methods been identified?
Does the site/base office have a list of approved waste management (disposal, transport, recycling, storage) vendors, with documented assessments and contracts for each of the vendors on file?
Are copies of all waste transport and disposal manifests on file?
Waste Management Process: The site shall have a site-specific written WMP that includes all of the following components, and that has been communicated (to applicable employees & other parties), and that is demonstrably implemented. Minimum plan content includes: site-specific identification and quantification of all waste streams; waste water discharge points from the site (industrial, sewage, storm); site-specific identification and qualification of waste transport and waste disposal vendors; a system for retention of all waste disposal manifests on site.
Waste Water Discharge Testing: If the site discharges industrial waste water (see S008 definitions) either direct to the environment, or to a municipal/Third Party waste water system that does not have treatment facilities, the site shall have a documented and implemented system to sample, analyze the discharges on quarterly basis, in accordance with Saxon and local regulatory requirements. All non-conformances to the waste water discharge parameters shall be documented in an HSE RIR in QUEST
Where air emissions monitoring is required, is there a documented monitoring procedure, and can adherence to that procedure be demonstrated?
Where applicable, are air emissions well controlled and within regulatory limits? Supported by estimation or monitoring records.
Environmental Incident Response: If the sites stores, or uses hazardous substances there shall be, a site-specific, written spill prevention and control (SPC) plan for environmental emergencies. Furthermore, the site shall be able to demonstrate that the plan has been implemented. (Where local regulations impose applicable and specific requirements for an SPC, those requirements shall be identified, and conformed to.)
Are Spill Response Drills conducted at lest yearly, documented in QUEST with RWPs and improvement actions as required and appropriate close out of actions?
Location of Hazardous Substances Storage Facilities: If the site uses or stores hazardous substances or hazardous wastes (as defined by Saxon or by local regulations), all storage tanks for hazardous substances and hazardous wastes shall be located above ground level. (This requirement does not apply to wash bay oil-water separators, or to water tanks, or to sewage tanks and systems, all of which can be placed under ground.)
Regulatory Compliance - Assurance of Compliance; the site shall demonstrate via an annual, documented assessment using the appropriate checklist that it complies with all applicable environmental regulations. The site shall also obtain, and at all times have valid copies of all required environmental regulatory permits.
Use of Degreasers and Solvents. A visual inspection of the site shall be made, interviews with personnel shall be performed, to confirm that no inappropriate degreasers, cleaner agents, or solvents (including chlorinated solvents) are being used. If the site uses chlorinated solvents for laboratory, calibration, or manufacturing purposes a site-specific, and material-specific, HARC must have been performed, in accordance with the requirements of Saxon S008, and documented (in QUEST).
Site Entry and Site Exit Assessments: All sites where engineering, materials storage, field training, or field operations are performed shall have an environmental risk assessment done (using dedicated Saxon checklist) both prior to entry and to exit. It shall be reviewed by Regional HSE. Assessments shall be documented (in QUEST). If this action is performed by customer (for rig sites) then this needs to be documented and records kept in QUEST (if customer will release them)
Review the environmental incident triangle for the site in QUEST environmental RIR per employee per year rate in SafetyNet, and score according to ratios/performance.
Review the environmental audits and inspections for the site in QUEST and score according to frequency, completeness, and breadth and depth of the site inspection programs and closure of RWP.
Review the data for the site in QUEST - score for completeness and accuracy of waste related data and electricity fuel, natural gas, and water consumption data .
Are there operational procedures in place for all site-specific equipment that has the potential for a significant environmental impact (e.g., wash bay, fuel storage, etc.).
Has there been at least one self assessment to this standard within the last twelve months and recorded in QUEST?
Have all the action items from the last self assessment been closed?

HSE-11 Employee & Asset Security

Is the Saxon Country Manager actively involved in the permanent monitoring of the Security Risk Level for all Regions/Cities/Location of Operations in the country?
Has a Security Risk Assessment been completed for the Country by line management, QHSE and respective Saxon Security Advisor?
Have customer locations specifications been assessed using the appropriate Saxon QUEST security template to identify possible security risk exposures?
Have all Saxon Personnel received Personnel Security Level 1 training?
Have all Saxon Personnel received Personnel Security Level 2 training?
Are the Security Service Providers being managed according to the Saxon Contracting Standard?
Has the Country Manager defined the Security Risk level and Alert State for the Country?
Do the locations have adequate access control appropriate to the security risk level?
Is all travel to Medium Risk or above locations managed through a Travel Approval Process prior to travel by line management and Personnel Security Level 2 training?
Are security events reported in QUEST?
Have all Saxon employees on international assignment registered with their respective embassies?
For all Medium Risk sites is a weekly report of all high risk Saxon Personnel sent to the Region HR
For all High Risk sites is a daily report sent to the Region including a list of all high risk Saxon Personnel
For all Medium and above sites is there an audit report in QUEST by the Regional Security Advisor, with RWP and closure in due dates?
For all High Risk sites has a desk top drill evacuation drill been carried out in the last 6 months, posted in QUEST with RWP and closure in due dates?
Has there been at least one self assessment to this standard within the last twelve months and recorded in QUEST?
Have all the action items from the last self assessment been closed?

HSE-13 Lifting

Is there a location-specific Risk Assessment for each type of Mechanical Lifting equipment (including mobile cranes and forklifts) used at the rig site?
Is a Lift Plan available for every lift? Low risk or routine lifts may be based on a JSA/TRA with more complex or high risk lifts (especially those involving mobile cranes during rig moves) requiring a more formal Lifting Plan including load details, personnel requirements, operational restrictions, equipment certifications and suitability, work instructions, communication modes, emergency plans, restrictions on the lift, SIMOPS and PTW requirements.
Are detailed Lift Plans used for all Personnel lifts not involving dedicated manriding equipment ? Do these plans conform to the detailed requirements of the standard?
Is there a system in place and locally developed checklists for a pre-job inspection for all power operated lifting equipment including manufacturers recommendations and review of all safety systems
Does ALL lifting equipment (including lifting (pad) eyes, shackles, chains and slings) have a valid periodic certificate of inspection and test as required?
Does the location have a current list of authorized operators of lifting equipment (cranes, forklifts, manriding winches, etc.) and are they all certified to use this equipment?
Does the location have a Lifting Gear Register in place, including ALL lifting gear on location? Does the register include all 9 items listed in the standard under 5.5 - ID number, description, date into service, SWL, manufacturers serial number, certificate number, date of last inspection, result of inspection, re inspection interval? Is the last review less than six months ago?
Does the location have a process (colour coding or equivalent) to ensure that only certified lifting equipment is used? Is it documented, understood, and/practiced?
Is there a Preventive Maintenance Program in place for all cranes/ forklifts/mast and all other applicable lifting gear (mechanical gear, alarm/safety devices etc) and are records readily available?
When new lifting gear is purchased, does it come with certification to specific standards including minimum requirement of ID number and Safe Working Load (SWL)?
Have the maximum number of lifts for the slings/raising lines on the mast, substructure, doghouse, degasser, BOP handlers, etc. been established? Are these recorded in MySaxon or equivalent?
Does the rig have a slip and cut/ton miles program for drilling line? Is the ton miles target appropriate?
Has everyone on location received Lifting 1 (basic awareness) training? Have lifting equipment operators received Lifting 2 training specific to that equipment?
Does the location have a system in place to limit and control access to forklift keys?
Are all inspected wire rope slings free from plastic coating?
Has location removed all painted composite webbing slings from use?
Are all inspected permanent shackle connections secured with a pin?
Are there any uncertified, home-made lifting accessories or local changes such as spliced slings, pin holes on forklift arms or eye bolts, hoisting rings, lift nubbins, etc. on the site anywhere?
Has there been at least one self assessment to this standard within the last twelve months and recorded in QUEST?
Have all the action items from the last self assessment been closed?

HSE-14 Pressure

Are any pressure vessels transported while under pressure? If yes, is Saxon following any applicable local or international regulations?
Is pressure-containing equipment ever exchanged or shared between rigs? If yes, what precautions are taken and documented?
Is there a process in place to systematically determine the maximum expected pressure prior to rigging up pressure-containing equipment?
Is all pressure-containing equipment in use supplied by Saxon or Saxon-approved suppliers?
Is there a list of all local suppliers of pressure-containing equipment showing that they have been approved according to company requirements?
Is the list of approved suppliers of pressure-containing equipment known to all key management, maintenance, and procurement personnel?
Are all pieces of required pressure-containing equipment or pressure vessels permanently marked with a unique identification number?
Is there a clear identification system in place and used to ensure there is no unsafe intermixing of pressure-containing equipment of different pressure ratings?
Are all pieces of required pressure containing equipment or pressure vessels inspected at least annually according to manufacturer requirements or industry standards?
Is there a system in place and used to ensure that only personnel deemed competent repair pressure-containing equipment?
Are all modifications to pressure-containing equipment approved by Saxon's Engineering & Technical Support Department (ETS)?
Are all repairs to pressure-containing equipment including welding, cutting, threading, or resurfacing performed by approved suppliers only?
Are all items that no longer meet pressure specifications immediately taken out of service and physically destroyed?
Does the Motorman or other competent employee do a daily visual check of all hydraulic hoses and connections?
Are there annual inspections per the Saxon PMS of wall thickness of all high pressure piping by a qualified and approved Third Party?
Does the Driller perform daily function tests of the BOP and record the results in the electronic IADC report?
Is the HPU system set at the pressure level recommended by Saxon or the OEM? What is the pressure level for this rig?
Are pressure relief valves serviced or changed-out per the Saxon PMS? What inspection frequencies are in place for relief valves on the mud pumps, Accumulator, air compressors, and hydraulic lines?
Are all relevant employees (including management) assigned to the site up to date on their assigned pressure related training?
Crew are trained to detect substandard High Pressure fittings (threaded connections, lines not snubbed, poor quality line, etc).
Has there been at least one self assessment to this standard within the last twelve months and recorded in QUEST?
Have all the action items from the last self assessment been closed?

HSE-18 Fall Protection

Is there a location-specific Risk Assessment for each risk of personnel falling at the rig site?
Does the site have a specific Personnel Fall Protection Inspection Program (recorded in the Lifting Gear Register or PMS inspection records) that includes all aspects listed in 5.14 including customer and/or regulatory requirements?
Does the Personnel Fall Protection Inspection Program include all Personnel Fall Protection Equipment found on site?
Are Rig Managers/Support Facility Managers aware of their responsibilities and can they demonstrate them?
Are QHSE Representatives aware of their responsibilities and can they demonstrate them?
Is there evidence that workplace and rig designs take into account prevention of personnel falling?
Are Elevated Work Platforms (EWPs) used, maintained, inspected, and tested in accordance with this Standard and OEM instructions?
Do all Edge Protection Systems meet the requirement of the Standard?
Do all Fall Protections Anchorages meet the requirements of the Standard especially with regards to how they are used (fall arrest system, fall/travel restraint system, work positioning or rescue system)?
Are Fall Protection Covers installed over all cellars and openings?
Do all Stairs/Fixed Stepladders meet the requirements of the Standard and in particular are designed and constructed in accordance with ETS.ENG.COR.STN.009.EN Stair and Fixed Ladder Design Standard?
Are all Fixed Vertical Ladders in compliance with the Standard and in particular designed and constructed in accordance with ETS.ENG.COR.STN.009.EN Stair and Fixed Ladder Design Standard?
Are all Mobile Elevated Work Platforms (MEWPs) purchased from approved and accredited contractors and suppliers with full certification documentation?
Is there a Risk Assessment for each MEWPs at the site?
Is it clear and understood at the site that Personnel shall not be raised or carried on the forks of a forklift?
Is the use of scaffolding managed in accordance with the Standard particularly with respect to construction, alteration, dismantling and inspection by a Competent Person?
Do all fall/travel restraint systems at the site meet recognized national or international standards and has a risk assessment been done to identify where the system is suitable for use giving consideration for slope of surface, type of supporting material and slipperiness?
Are all fall arrest systems at the site full body harnesses manufactured to a recognized national or international standard and are they cleaned and stored to avoid contact with chemicals, abrasive surfaces, dirt etc.?
Are all relevant personnel trained and competent in the use, inspection, fitting, care and maintenance of fall arrest systems and that they are not allowed to work alone?
Is there a Rescue Plan at the site for a fall or failure of equipment that has procedures that have been practiced on a regular basis and competence is maintained and recorded?
Is a PTW in place and a risk assessment done prior to commencing man riding operations and has the person being lifted completed QHSE.COR.FMR.019.EN Man Riding Operations Checklist?
Does the use of Portable Ladders at the site comply with the requirements of the Standard and are personnel knowledgeable on the requirements?
Are adequate signs in place at the site indicating risks of falling, signs showing access restrictions to sites where active fall arrest equipment is required and warning signs in place to indicate hazards?
Are personnel wearing harnesses correctly and using the appropriate lanyard for the task?
Does the Derrickman's Escape System comply with the requirements of the Standard, pre spud and monthly inspections are done and that the Derrickman fully understands the correct sequence of disconnecting from their fall protection equipment and connecting to the Derrickman's Escape System?
Can personnel at the site demonstrate the correct checks and inspections required for fall prevention equipment and anchorage and that components for fall/travel restraint are separated from components for fall arrest?
Are personnel trained in fall protection in accordance with the Saxon training matrix?
Do personnel demonstrate an awareness of fall protection hazard identification evidenced by submitted RIRs and STRIVE Cards?
Are all personnel aware of the requirement to complete a Permit to Work for all work conducted at height with safety harness, fall arrestor or safety line in accordance with Saxon's Operating Procedures?
Has there been at least one self assessment of this Standard within the last twelve months and recorded in QUEST?
Have all the action items from the self assessment been closed in QUEST?

HSE-19 Dropped Objects

For new rigs: Does the rig have a copy of the rig-specific Dropped Objects Baseline Survey performed by Engineering (ENG) during rig construction and by Operations (OPS) prior to rig startup? For existing rigs and support facilities: Does the site have a copy of a site-specific Dropped Objects Baseline Survey performed by OPS?
Does the site have a specific Dropped Objects Register to record potential dropped objects aligned with the Saxon DROPS STN, and any local regulatory and customer requirements?
Is the Dropped Objects Register divided into manageable inspection areas and zones of the site?
Is the Register correctly formatted to include a photograph of the equipment item, item ID, associated risk determined using the dropped objects consequence calculator, method of primary & secondary retention, inspection criteria, frequency of required inspection, condition (pass or fail), and the person responsible for carrying out the inspection?
Is the Register available in picture book color hard copy so that it can be physically taken to the inspection area or zone and referenced during inspections?
Are inspections completed in accordance with the required frequency stated in the STN, or more frequently after continuous jarring operations, etc.
Is the date of the last inspection recorded in the Register and is the Register signed off by the Inspector and Site Manager or designee?
Have relevant personnel including Rig Managers, Supervisors, Mechanic , and RSTC understood the purpose and basic elements of Dropped Objects Management?
Are non-conformances identified during inspections actively addressed and resolved in a timeframe appropriate for the identified risk?
Is a 'height safe' toolkit available on the site with tethered tools to be used for all Working at Height tasks?
Is the requirement for a 'height safe' toolkit specified in relevant PTWs for Working at Heights?
Are tools and parts used when working at height recorded on a Working at Heights Record Sheet?
Do crew members required to Work at Height understand the requirement to only use tethered tools and to ensure that an effective exclusion zone is established below?
Are hazards associated with potential Dropped Objects addressed within relevant Work Instructions and/or JSAs, and acknowledged by employees during Pre Job Safety Meetings?
Do employees demonstrate an awareness of Dropped Object hazard identification evidenced by submitted STRIVE Cards and RIRs
Have Saxon personnel including contractors required to work at height completed Dropped Objects Management and Fall Protection training in accordance with the HSE training matrix or equivalent?
During inspection, were there potential dropped objects not recorded in the Dropped Objects Register?
Do Rig Managers, Supervisors, and RSTCs understand the relationship between height and weight in determining potential consequence using the Dropped Objects Consequence Calculator?
Have all MOCs created since the last DROPS inspection taken into account the potential for dropped object hazards?
Has there been at least one self assessment of this standard within the last twelve months and recorded in QUEST?
Have all the action items from the self assessment been closed in QUEST?

COR-06 Emergency, Crisis & Business Continuity

Is there a risk assessment that has identified potential emergencies and crisis, the likelihood of occurrence, their impact and internal and external resources available to respond? Use of the risk assessment template and guide from Appendix A of the Standard is preferred
Is there an Emergency Response Team in place?
Is there an Emergency Response Plan in place?
Does the EMP have organisational responsibilities?
Does the EMP have generic procedures applicable to all types of emergencies, including an escalation procedure to shift from an emergency to crisis management, if necessary?
Does the EMP have specific procedures each type of hazard covered by the EMP
Does the EMP have detailed contact lists for internal and external resources that can assist during an emergency?
Does the EMP describe the communication process that local teams shall employ to communicate with Region and Corporate Management?
Is there a process for ensuring continuous administration of the EMP?
Has there been an Emergency Response Drill at the site in the last 12 months documented in QUEST, with an RWP and closure of items
Is there a Crisis Management Team in place?
Is there a Crisis Management Plan in place?
Does the CMP have detailed contact lists for internal and external resources that can assist during an emergency?
Has the CMT Spokesperson and their alternate received Specialist training in media relations and crisis communications?
Does the CMP describe the communication process that local teams shall employ to communicate with Region and Corporate Management?
Is there a process for ensuring continuous administration of the CMP?
Is there a Business Continuity Management Team in place?
Is there a Business Continuity Plan in place?
Is there a process that has identified the key business processes?
Is there an analysis of the impact of a business disruption on the organisation
Are there controls in place to manage risks threatening key business processes?
Is there a business recovery strategy including an escalation procedure to shift from business continuity to crisis management
Is there a process for ensuring continuous administration of the BCP?
Has there been at least one self assessment to this standard within the last twelve months and recorded in QUEST?
Have all the action items from the last self assessment been closed?

OPS-03 Training & Competence

What is the site's Job Related Professional Training Coefficient?
What is the site's Job Related QHSE Training Coefficient?
What is the site's Job Related Technical Training Coefficient?
What is the site's Minimum QHSE Training Coefficient?
What is the site's Overall QHSE Training Coefficient?
Is there a catalogue of training, certifications and assessments for JRPT, JRST, JRTT and MST maintained on the MySaxon portal?
Are the Training and Competency Databases (SaxonPedia, HRIS, LMS and/or manual records) easily accessible at the site?
Is the training content on the training and competency databases developed using Instructional System Design?
Has the Country Training Manager developed a process to ensure locally translated versions remain current with the English version in the Training and Certification Catalo at all times?
Can employees easily show their training status?
Have all employees been issued with KPIs related to training?
Is the training coefficients for management and supervisors at an exemplary standard?
Have management and supervisors conducted formal reviews of Competency and Training records with their direct employees in January or when new direct employees assigned
Do Senior Management conduct Training and Competency reviews during field visits, roundtables and at any other appropriate or random opportunities
Has a local risk assessment of the local environment (e.g. activities, climate, customer and regulatory requirements etc) been carried out and is there a regional or country training matrix based on the assessment?
Have all Mandatory Training requirements been acquired within 90 days of assignment?
Has a training needs analysis taken place, diligently and at the appropriate management levels?
Are monthly reports available for QHSE, Operations or any specific function from the Training and Competency Databases to verify training coefficients for any of the three types of training matrices (e.g. QHSE, Technical or Professional)?
Has there been at least one self assessment to this standard within the last twelve months and recorded in QUEST?
Have all the action items from the last self assessment been closed?

Other Observations & Sign-off

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HSE - General

OPS - Rig Operations

OPS - Well Control

OPS - Rig Equipment

HSE-01- Journey Management & Driving

HSE-02 HSE Event Reporting

HSE-03 PPE

HSE-05 PTW

HSE-08 Environmental

HSE-11 Employee & Asset Security

HSE-13 Lifting

HSE-14 Pressure

HSE-18 Fall Protection

HSE-19 Dropped Objects

COR-06 Emergency, Crisis & Business Continuity

OPS-03 Training & Competence

Other Observations

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HSE - General

OPS - Rig Operations

OPS - Well Control

OPS - Rig Equipment

HSE-01- Journey Management & Driving

HSE-02 HSE Event Reporting

HSE-03 PPE

HSE-05 PTW

HSE-08 Environmental

HSE-11 Employee & Asset Security

HSE-13 Lifting

HSE-14 Pressure

HSE-18 Fall Protection

HSE-19 Dropped Objects

COR-06 Emergency, Crisis & Business Continuity

OPS-03 Training & Competence

Other Observations

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