API BULL 97-2013 Well Construction Interface Document Guidelines (FIRST EDITION) .pdf

1、Well Construction Interface Document GuidelinesAPI BULLETIN 97FIRST EDITION, DECEMBER 2013Special NotesAPI publications necessarily address problems of a general nature. With respect to particular circumstances, local,state, and federal laws and regulations should be reviewed.Neither API nor any of

2、APIs employees, subcontractors, consultants, committees, or other assignees make anywarranty or representation, either express or implied, with respect to the accuracy, completeness, or usefulness of theinformation contained herein, or assume any liability or responsibility for any use, or the resul

3、ts of such use, of anyinformation or process disclosed in this publication. Neither API nor any of APIs employees, subcontractors,consultants, or other assignees represent that use of this publication would not infringe upon privately owned rights.API publications may be used by anyone desiring to d

4、o so. Every effort has been made by the Institute to assure theaccuracy and reliability of the data contained in them; however, the Institute makes no representation, warranty, orguarantee in connection with this publication and hereby expressly disclaims any liability or responsibility for loss ord

5、amage resulting from its use or for the violation of any authorities having jurisdiction with which this publication mayconflict.API publications are published to facilitate the broad availability of proven, sound engineering and operatingpractices. These publications are not intended to obviate the

6、 need for applying sound engineering judgmentregarding when and where these publications should be utilized. The formulation and publication of API publicationsis not intended in any way to inhibit anyone from using any other practices.Any manufacturer marking equipment or materials in conformance w

7、ith the marking requirements of an API standardis solely responsible for complying with all the applicable requirements of that standard. API does not represent,warrant, or guarantee that such products do in fact conform to the applicable API standard.All rights reserved. No part of this work may be

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9、13 American Petroleum InstituteForewordThis publication is under the jurisdiction of the API Drilling and Production Operations Subcommittee. The verbal forms used to express the provisions in this document are as follows. The term “shall” denotes a minimum requirement in order to conform to the sta

10、ndard. The term “should” denotes a recommendation or that which is advised but not required in order to conform to thestandard. The term “may” is used to express permission. The term “can” is used to express possibility or capability. The term “consider” is used to indicate a suggestion or to advise

11、 the reader; it is not used as the equivalent ofshall or should.Nothing contained in any API publication is to be construed as granting any right, by implication or otherwise, for themanufacture, sale, or use of any method, apparatus, or product covered by letters patent. Neither should anythingcont

12、ained in the publication be construed as insuring anyone against liability for infringement of letters patent.This document was produced under API standardization procedures that ensure appropriate notification andparticipation in the developmental process and is designated as an API standard. Quest

13、ions concerning theinterpretation of the content of this publication or comments and questions concerning the procedures under whichthis publication was developed should be directed in writing to the Director of Standards, American PetroleumInstitute, 1220 L Street, NW, Washington, DC 20005. Request

14、s for permission to reproduce or translate all or any partof the material published herein should also be addressed to the director.Generally, API standards are reviewed and revised, reaffirmed, or withdrawn at least every five years. A one-timeextension of up to two years may be added to this revie

15、w cycle. Status of the publication can be ascertained from theAPI Standards Department, telephone (202) 682-8000. A catalog of API publications and materials is publishedannually by API, 1220 L Street, NW, Washington, DC 20005.Suggested revisions are invited and should be submitted to the Standards

16、Department, API, 1220 L Street, NW,Washington, DC 20005, standardsapi.org.iiiContentsPage1 Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Normative References. . . . . . . .

17、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Terms, Definitions, Acronyms, and Abbreviations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23.1 Terms and Definitions. . . . . .

18、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23.2 Acronyms and Abbreviations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Drilling Contr

19、actor CSWP and Lease Operator SEMS Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64.2 Managem

20、ent Principles and Organizational Structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64.3 Safety and Environmental Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64.4 Hazards Analyses

21、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74.5 Management of Change (MOC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

22、4.6 Operating Procedures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84.7 Safe Work Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

23、 . . . . . . . . . . . . 104.8 Training. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104.9 Assurance of Quality and Integrity of Critical Equipment . . . . . . . . . . . . . . . . . . .

24、. . . . . . . . . . . . . . . . . . . 114.10 Pre-startup Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114.11 Emergency Response. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

25、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114.12 Investigation of Incidents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124.13 Audit of Safety and Environmental Management Program . . . . . .

26、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124.14 Records and Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124.15 Stop Work Authority (SWA) . . . . . . . . . . . . . . . . . . . . . . . .

27、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 Well Plan Interface (WCID-Well Plan) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . .

28、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135.2 Location and Operating Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135.3 Geologic and Geophysical . . . . . . . .

29、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145.4 Well Design. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145.5 Well Barri

30、ers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165.6 Well Plan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

31、. . . . . . . . . . . . . . 165.7 Well Activity Risk Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176 WCID Acknowledgement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

32、 . . . . . . . . . . . . . . . . . . . 17Bibliography . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Figure1 Well Construction Interface Document (WCID) Information . . . . . . . . . .

33、. . . . . . . . . . . . . . . . . . . . . . . . . . . 1vIntroductionThe purpose of the well construction interface document (WCID) is to enhance the health and safety of the workersand protect the environment by facilitating communication between the lease operator and drilling contractorregarding w

34、ell construction work (drilling, suspension, completion, testing, workover, and/or abandonment). TheWCID should emphasize barrier plans and well control practices by integrating the drilling contractors operatingguidelines with the lease operators well plan.The WCID is intended to align the well con

35、struction processes by:a) tying the safety critical well construction components/processes in the well plan documents to the drillingcontractors safe work practices;b) identifying risks associated with the proposed well work;c) identifying roles/responsibilities and communication protocols between t

36、he operator and contractor to facilitate thesafe execution of proposed well work;d) communicating essential information about the lease operators well construction execution plans to the drillingcontractor;e) addressing areas of the safety management process that may include management of change, we

37、ll control, liftingequipment, dropped objects, permit to work, helicopter operations, and incident database guidelines;f) addressing the well construction process within the context of the proposed well workdrilling, suspension,completion, testing, workover, and/or abandonment.Specific focus areas i

38、nclude: supplements of traditional drilling contractor bridging information that aligns safety systems and ensurespersonal safety during the well execution; the design basis to characterize the specific well construction environment; barrier and casing design, including:1) identification of barrier

39、requirements,2) establishment of barriers,3) testing and verification of barriers,4) operational measures taken to maintain barrier integrity (e.g. casing wear monitoring); overview of drilling and/or completions plan; management of change practices; use of stop work authority.vii1 Well Construction

40、 Interface Document Guidelines 1 Scope 1.1 This bulletin provides guidance on information that is to be shared regarding well construction and rig-specific operating guidelines. It is intended to align the lease operators safety and environmental management system (SEMS) with drilling contractors sa

41、fe work practices (CSWP). 1.2 The well construction interface document (WCID) is used to formalize the exchange of information as shown in Figure 1. Figure 1Well Construction Interface Document (WCID) Information NOTE The WCID is not intended to duplicate the health, safety, and environment (HSE) in

42、formation addressed by the lease operators HSE bridging document with the drilling contractor. 1.3 The WCID-SEMS is a bridging document that includes the elements identified in API 75 within the context of well construction activities. It is understood that work processes vary between operators and

43、contractors, which should be honored in the development of the WCID document. 1.4 The intent of the bridging document between the lease operators SEMS and the CSWP is to provide: a) an outline of responsibilities for the lease operators and drilling contractors personnel; b) acknowledgement that man

44、agement of change (MOC) and risk assessment processes should be used: during well construction activities, to address personnel or organizational changes to ensure personnel skill level is sufficient for the applicable position; c) a vehicle for the drilling contractor to be involved when operationa

45、l changes and/or conditions are identified that could require a well activity risk assessment; WCID-SEMS A bridging document between the lease operators safety and environmental management system (SEMS) and the CSWPWCID-Well Plan Summary of the well plan from lease operator to drilling contractor Dr

46、illing contractors safe work practices (CSWP) Lease operators SEMS Well design Barrier plan Risk assessment Well execution plan Drilling Contractor RigSpecific Operating Guidelines Well control practices Equipment design constraints Stationkeeping Dynamic positioning Weak point analysis Special oper

47、ations 2 API BULLETIN 97 d) a method to align all parties with regard to drilling HSE standards and applicable regulatory requirements; e) a method of communicating stop work authority. 1.5 The WCID-well plan contains the following elements (shown in Figure 1): a) well design: location and environme

48、nt, geological and geophysical; b) well barrier plan risk identification; c) well execution plan. 1.6 To enhance safe operations, the well plan provides a basis for discussion of well construction equipment, barriers, risks, and the mitigations for those risks. EXAMPLE Drilling contractor rig-specif

49、ic operating guideline examples: a) well control practices: shut-in procedures, blowout preventer (BOP) configuration; b) equipment constraints: rig capacity; c) well-specific operating guidelines: watch circle. 2 Normative References The following referenced document is indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies. API Recommended Practice 75, Recommended Practi