Solids Control Expert Level Competency Checklist

• FIRST NAME/LAST NAME / Solids Control Expert Level Competency Checklist

• Initial Mentor Name

• Conducted on

  Date

• Picture of the Employee

  Media

Solids Control Expert Level:

Product/Equipment Knowledge

• Operates solids controls equipment for complex and custom applications including assist in troubleshooting of equipment issues, diagnose equipment issues to ensure peak performance and efficiency, provide equipment training, advise client of product/equipment status, advise on best equipment solution across all field locations;

  Yes

  No

  N/A

• Trainers name:

• Expert understanding of electrical principles and theory; Advises on electrical issue requirements across various locations and applications;

  Yes

  No

  N/A

• Trainers name:

• Understands thorough operations of an excavator and loader including more hazardous operations.

  Yes

  No

  N/A

• Trainers name:

• Expert understanding of drilling fluid properties such as drilling fluid weight, funnel viscosity, performing proper retort analysis, etc. Ability to explain drilling fluid properties to others.

  Yes

  No

  N/A

• Trainers name:

• Performs rig up and rig out of BOS equipment, including complex and custom configurations, such as Environmental Services, and leading others on how to operate.

  Yes

  No

  N/A

• Trainers name:

• Performs expert, complex operations of CFC tanks such as utilized in Environmental Services operations.<br>

  Yes

  No

  N/A

• Trainers name:

Service Operation Skills

• Thorough understanding of mechanical theory such as pressures, flows, hydraulics, stress, force, pumps, etc. Should be able to explain mechanical theory to others and demonstrate ability.

  Yes

  No

  N/A

• Trainers name:

• Thorough understanding of mechanical theory such as pressures, flows, hydraulics, stress, force, pumps, etc. Should be able to explain mechanical theory to others and demonstrate ability.

  Yes

  No

  N/A

• Trainers name:

• Performs expert, complex solids control services including air drilling, barite recover, de-watering, floc water, fluid transfers, target low gravity solids, cuttings drying/invert recovery, etc.

  Yes

  No

  N/A

• Trainers name:

• Performs expert, complex electrical services on BOS equipment such as identifying bad phase, identifying non-operating machine, and replacing variable frequency drive (VFD), ability to replace and troubleshoot VFD panel such as PLC (program logic controller); ability to read electrical phases, etc. Performs replacement of and all electrical motors including centrifuge motors, without supervision.

  Yes

  No

  N/A

• Trainers name:

Process Applications Knowledge

• Expert understanding of oil and gas drilling process including drilling process and applications including drilling fluids, solids control, fluid conservation and waste mitigation; Expert understanding of retort process

  Yes

  No

  N/A

• Trainers name:

• Expert understanding of Environmental Services including construction process such as construction waste mitigation; horizontal, directional drilling; micro-tunneling; pilings drilling; and municipal and utilities process such as horizontal directional drilling and waste mitigation, etc.

  Yes

  No

  N/A

• Trainers name:

• Expert knowledge of the different applications in various locations of Environmental Services industries (construction, utilities)

  Yes

  No

  N/A

• Trainers name:

Safety

• Utilizes safe work procedures for all products, equipment such as locate safety policies, SOPs, on location at all times.

  Yes

  No

  N/A

• Trainers name:

• Performs safe work processes at all times including HSE reporting, PPE, Fit For Duty, Stop Work Authority, Driving, Lockout-tagout,

  Yes

  No

  N/A

• Trainers name:

• Completes all required documentation such as PJRA, HSE, driving record, journey management, etc

  Yes

  No

  N/A

• Trainers name:

• Proactively performs remedies to mitigate risks, always consistently leads by example, trusted safety advisor<br>Performs lead role in this area when needed including ability to explain to others

  Yes

  No

  N/A

• Trainers name:

Problem Solving

• Uses logic and methods to solve problems with effective solutions; Utilizes reliable resources for answers; Can see hidden problems; Skilled in valid, fair analysis; Looks beyond the obvious answers and initial solutions. Recognized as an expert by external and internal field employees; Is sought out for knowledge in this area.

  Yes

  No

  N/A

• Trainers name:

Customer Service

• Is dedicated to exceeding the expectations and requirements of internal and external customers; Proactively seeks first-hand customer information and uses it for improvements in products and services; Acts with customers in mind; Establishes and maintains effective relationships with customers and gains their trust and respect.

  Yes

  No

  N/A

• Trainers name:

Interpersonal Skills

• Relates well to all kinds of people across all levels and backgrounds; Builds appropriate rapport; Builds constructive and effective relationships; Uses diplomacy and tact; Can diffuse even high-tension situations comfortably.

  Yes

  No

  N/A

• Trainers name:

Integrity and Trust

• Is widely trusted; Is seen as a direct, truthful individual; Can present the unvarnished truth in an appropriate and helpful manner; Keeps confidences; Admits mistakes; Doesn't misrepresent self for gain.

  Yes

  No

  N/A

• Trainers name:

Getting Results

• Is action oriented; Not fearful of acting with minimal planning; Seizes opportunities; Spends time on the most important priorities; Can effectively manage multiple tasks; Values time; Exceeds goals successfully and pushes others for results.

  Yes

  No

  N/A

• Trainers name:

Decision Making

• Makes good decisions based upon a mixture of analysis, wisdom, experience and judgment; Most solutions and suggestions turn out to be correct and accurate when judged over time. Makes decisions in a timely manner sometimes with incomplete information, tight deadlines and under pressure. Able to make a quick decision.

  Yes

  No

  N/A

• Trainers name:

Additional Comments

Signatures

• Name of BOS Mentor 1:

• Name of BOS Mentor 2:

• Name of BOS Mentor 3:

• Name of Supervisor:

• Name of Technician: