Drilling Blowout Prevention

Directive 036
Drilling Blowout Prevention

Requirements and Procedures
February 2006
Alberta Energy and Utilities Board

The Alberta Energy and Utilities Board (EUB/Board) has approved this directive on February 16, 2006.
<original signed by>
B. T. McManus, Q.C.
ALBERTA ENERGY AND UTILITIES BOARD

Directive 036: Drilling Blowout Prevention Requirements and Procedures
3rd edition, February 2006
Published by
Alberta Energy and Utilities Board

640 – 5 Avenue SW
Calgary, Alberta
T2P 3G4
Telephone: (403) 297-8311

Fax: (403) 297-7040
Web site: www.eub.gov.ab.ca
Contents
Overview..........................................................................................................................................1
Purpose of the Directive ............................................................................................................ 1
What’s New in This Directive................................................................................................... 1
What This Directive Contains ................................................................................................... 1
Alberta Municipal Affairs - Safety Services ............................................................................. 1
Non-EUB Users......................................................................................................................... 1
Waivers ................................................................................................................................... 1
EUB Responsibilities ................................................................................................................ 2
Conducting a Drilling Rig Inspection ..............................................................................................3
Introduction ............................................................................................................................... 3
EUB Inspector’s Role................................................................................................................ 3
EUB Inspector’s Focus.............................................................................................................. 3
EUB Inspector’s Safety ............................................................................................................. 4
Industry’s Role .......................................................................................................................... 4
EUB Enforcement Process ........................................................................................................ 4
Completing the Drilling Inspection/Investigation Report................................................................ 5
Drilling Inspection/Investigation Report................................................................................... 7
A General Information ........................................................................................................ 9
B Mechanical Tests ........................................................................................................... 10
C Inspection Results.......................................................................................................... 11
D Comments...................................................................................................................... 11
E Enforcement Action....................................................................................................... 11
F On-Site Discussions....................................................................................................... 12
Inspection Items Detailed ..............................................................................................................13
1 Blowout Prevention System ....................................................................................................13
1.1 Blowout Preventer (BOP) Equipment ........................................................................... 13
1.1.1 Metallic Material for Sour Service ................................................................... 13
1.1.2 Pipe Rams ......................................................................................................... 14
1.1.3 Casing Rams ..................................................................................................... 14
1.1.4 Ram Locking Devices (Hand Wheels) ............................................................. 14
1.1.5 Double Drilling/Studding ................................................................................. 14
1.1.6 Flange- and Clamp-Type Connections ............................................................. 15
1.1.7 Redundant BOP Equipment.............................................................................. 15
1.2 Casing Bowls................................................................................................................. 15
1.2.1 Sliplock............................................................................................................. 15
1.2.2 Threaded ........................................................................................................... 15
1.2.3 Welded.............................................................................................................. 16
1.2.4 Casing Bowl Flange, Outlet(s), and Valve(s)................................................... 16
1.2.5 Pressure Rating ................................................................................................. 16
1.3 Drill-Through Components ........................................................................................... 16
1.4 Stabbing Valve and Inside BOP .................................................................................... 17
1.5 Lower Kelly Cock Valve............................................................................................... 17
1.6 Stripping Operations...................................................................................................... 18
1.7 Shop Servicing and Testing of BOPs, Drill-Through Spools, and Flexible Bleed-off
and Kill-line Hoses ........................................................................................................ 18
2 Bleed-Off System .................................................................................................................... 19
2.1 Class I Wells.................................................................................................................. 19
2.1.1 Diverter Line .................................................................................................... 19
EUB Directive 036: Drilling Blowout Prevention Requirements and Procedures (February 2006) • i
2.2 Well Classes II-VI and Critical Sour Wells................................................................... 20
2.2.1 Bleed-off Line(s) .............................................................................................. 20
2.2.2 Choke Manifold................................................................................................ 22
2.2.3 Remote Drill Pipe Pressure Gauge Assembly at Choke Control...................... 22
2.2.4 Mud-Gas Separator(s) (Degasser) .................................................................... 23
2.2.5 Primary Degasser.............................................................................................. 23
2.2.6 Secondary Degasser (Critical Sour Wells) ....................................................... 24
2.2.7 Degasser Inlet ................................................................................................... 24
2.2.8 Degasser Vent Line .......................................................................................... 25
2.2.9 Flare Line(s) ..................................................................................................... 26
2.3 Flare Pits ........................................................................................................................ 27
2.4 Flare Tanks .................................................................................................................... 27
3 Kill System .............................................................................................................................. 29
3.1 Class I Wells.................................................................................................................. 29
3.2 Well Classes II-IV and Critical Sour Wells................................................................... 29
3.3 Well Classes V and VI and Critical Sour Wells ............................................................ 30
4 Flexible Hoses ......................................................................................................................... 32
4.1 Bleed-off, Kill, or Diverter Line(s)................................................................................ 32
4.2 Flare and Emergency Flare Line(s) ............................................................................... 32
4.3 Degasser Inlet Line(s).................................................................................................... 33
4.4 Degasser Vent Line ....................................................................................................... 34
5 Winterizing.............................................................................................................................. 35
5.1 Winterizing BOP, Accumulator, Bleed-off, and Kill Systems ...................................... 35
6 BOP Control Systems.............................................................................................................. 36
6.1 Accumulator System...................................................................................................... 36
6.1.1 Additional BOP Equipment.............................................................................. 38
6.2 Backup Nitrogen (N2) System ....................................................................................... 38
6.2.1 Additional BOP Equipment.............................................................................. 39
6.3 BOP Controls................................................................................................................. 40
6.3.1 Floor Controls................................................................................................... 40
6.3.2 Remote Controls ............................................................................................... 40
6.3.3 Master Hydraulic Control Manifold Location.................................................. 40
6.4 BOP Function Test ........................................................................................................ 41
6.4.1 Procedure.......................................................................................................... 41
6.4.2 Daily and Weekly ............................................................................................. 42
6.4.3 Recording ......................................................................................................... 42
6.5 Accumulator Sizing Calculations .................................................................................. 43
6.5.1 System Specifications....................................................................................... 43
6.5.2 Determining Precharge Pressure....................................................................... 43
6.5.3 Determining Usable Accumulator Hydraulic Fluid Volume at a Minimum
Pressure of 8400 kPa ........................................................................................ 43
6.5.4 Method 1........................................................................................................... 44
6.5.5 Determining BOP Component Hydraulic Fluid Requirements ........................ 44
6.5.6 Completing the Sizing Calculation................................................................... 44
6.6 Backup Nitrogen Sizing Calculations............................................................................ 49
6.6.1 System Specifications....................................................................................... 49
6.6.2 Determining Usable Backup N2 Fluid Volume at a Minimum Pressure
of 8400 kPa....................................................................................................... 49
6.6.3 Method 1........................................................................................................... 49
6.6.4 Determining BOP Component Backup N2 Requirements ................................ 50
ii • EUB Directive 036: Drilling Blowout Prevention Requirements and Procedures (February 2006)
6.6.5 Completing the Sizing Calculation................................................................... 50
7 Pressure Testing ......................................................................................................................53
7.1 Class I Wells.................................................................................................................. 53
7.2 Well Classes II to VI ..................................................................................................... 53
8 Engines ....................................................................................................................................55
8.1 Shutoff Devices ............................................................................................................. 55
8.1.1 Diesel Engine(s) ............................................................................................... 55
8.1.2 Gasoline Engine(s) ........................................................................................... 55
8.1.3 Vehicles Without Shutoff Devices ................................................................... 55
8.1.4 Testing and Recording...................................................................................... 55
8.1.5 Conducting Engine Shutoff Test(s) .................................................................. 56
8.2 Engine Exhaust .............................................................................................................. 56
9 Mud Tanks and Fluid Volume Monitoring Systems ............................................................... 57
9.1 Mud Tanks..................................................................................................................... 57
9.2 Mud Tank Fluid Volume Monitoring System ............................................................... 57
9.2.1 Nonautomated (Nonelectronic) Fluid Level Monitors ..................................... 57
9.2.2 Automated (Electronic) Mud Tank Fluid Volume Monitoring Systems.......... 58
9.2.3 Automated (Electronic) Mud Tank Fluid Volume Monitoring Systems—
Surface Casing Reductions............................................................................... 58
9.3 Trip Tank—Design and Fluid Level Monitoring .......................................................... 59
9.3.1 Well Classes I, II, and III.................................................................................. 59
9.3.2 Well Classes IV, V, and VI .............................................................................. 60
9.3.3 Critical Sour Wells ........................................................................................... 60
10 Well-Site Supervision and Certification.................................................................................. 61
10.1 Well-Site Supervision.................................................................................................... 61
10.1.1 Tripping and Well Control Situations .............................................................. 61
10.2 Blowout Prevention Certificates—Enform.................................................................... 61
10.2.1 First-Line Supervisor’s Certificate ................................................................... 61
10.2.2 Second-Line Supervisor’s Well Control Certificate......................................... 62
11 Well Control, Crew Training, and Tripping............................................................................ 63
11.1 Well Control .................................................................................................................. 63
11.1.1 Maximum Allowable Casing Pressure (MACP) .............................................. 63
11.1.2 Reduced Speed Pump Pressure (RSPP)............................................................ 63
11.1.3 Blowout Prevention and Well Control Procedures........................................... 63
11.1.4 STICK Diagram................................................................................................ 64
11.2 Crew Training................................................................................................................ 64
11.2.1 BOP Drills ........................................................................................................ 64
11.2.2 Crew Alert Method........................................................................................... 65
11.2.3 Conducting Crew BOP Drills—Inspector’s Involvement ................................ 65
11.2.4 Crew Assessment and Procedures .................................................................... 65
11.2.5 Recording BOP Drills....................................................................................... 65
11.3 Tripping ......................................................................................................................... 65
11.3.1 Flow Checks ..................................................................................................... 66
11.3.2 Hole Filling....................................................................................................... 66
11.3.3 Trip Records ..................................................................................................... 66
EUB Directive 036: Drilling Blowout Prevention Requirements and Procedures (February 2006) • iii
12 Electrical and Flame-Type Equipment .................................................................................... 67
12.1 Electrical Appliances and Electrical Devices ................................................................ 67
12.2 Electrical Motors and Electrical Generators.................................................................. 67
12.3 Flame-Type Equipment ................................................................................................. 67
12.4 Incinerators and Burn Pits ............................................................................................. 67
12.5 Smoking......................................................................................................................... 67
13 Casing Inspection .................................................................................................................... 68
13.1 30-Day Casing Inspection ............................................................................................. 68
13.2 Casing Integrity ............................................................................................................. 68
13.2.1 Test Methods .................................................................................................... 68
13.2.2 Pressure Testing the Casing.............................................................................. 68
13.2.3 Logging the Casing........................................................................................... 69
14 Drillstem Testing ..................................................................................................................... 71
14.1 Drillstem Testing (DST) ................................................................................................ 71
15 High-Hazard Area and Surface Casing Reductions ................................................................ 72
15.1 High-Hazard Area—Southeastern Alberta .................................................................... 72
15.1.1 Surface Casing.................................................................................................. 72
15.1.2 Drilling Fluid Density....................................................................................... 72
15.1.3 Emergency Flare Line ...................................................................................... 72
15.2 Surface Casing Reductions ............................................................................................ 73
15.2.1 Emergency Flare Line ...................................................................................... 73
15.3 High-Hazard Area/Surface Casing Reductions—Well Control Equipment .................. 73
16 Sour and Critical Sour Wells................................................................................................... 76
16.1 General Information ...................................................................................................... 76
16.2 Emergency Response Plan (ERP).................................................................................. 76
16.2.1 ERP Notification .............................................................................................. 76
16.3 Warning Sign in H2S Area............................................................................................. 76
16.4 Critical Sour Well.......................................................................................................... 77
16.4.1 Drilling Plan ..................................................................................................... 77
16.4.2 Intermediate Casing.......................................................................................... 77
16.4.3 BOP System and Choke Manifold.................................................................... 77
16.4.4 Shear Blind Rams ............................................................................................. 77
16.4.5 Drill Pipe .......................................................................................................... 77
16.4.6 Indicators and Recording Devices .................................................................... 77
16.4.7 H2S Monitoring ................................................................................................ 78
16.4.8 Sulphide Monitoring......................................................................................... 78
16.4.9 Drilling Fluid Volumes..................................................................................... 79
16.4.10 Testing and Coring ........................................................................................... 79
16.4.11 Underbalanced Drilling .................................................................................... 79
16.4.12 Personnel .......................................................................................................... 79
16.4.13 Ignition Criteria ................................................................................................ 80
17 Well-Site Records and Reporting............................................................................................ 83
17.1 Notification of Commencement of Drilling (Spud)....................................................... 83
17.2 Drilling and Completion Data Recording...................................................................... 83
17.3 Loss of Circulation, Kicks, and Blowouts ..................................................................... 83
17.3.1 Loss of Circulation—Recording and Reporting ............................................... 83
17.3.2 Kick—Recording and Reporting ...................................................................... 83
17.3.3 Blowout—Recording and Reporting ................................................................ 84
17.4 Deviation Surveys ......................................................................................................... 84
iv • EUB Directive 036: Drilling Blowout Prevention Requirements and Procedures (February 2006)
17.5 Directional Surveys—Critical Sour Wells..................................................................... 84
17.6 Well Licence Posting..................................................................................................... 84
18 Licensee and Contractor Inspections....................................................................................... 85
18.1 Daily Inspections ........................................................................................................... 85
18.1.1 Recording Inspections ...................................................................................... 85
18.2 Detailed Inspections ...................................................................................................... 85
18.2.1 Recording Inspections ...................................................................................... 85
19 Well-Site Fluids and Environment .......................................................................................... 86
19.1 Oil-Based Mud Systems ................................................................................................ 86
19.2 Crude Oil Used to Release Stuck Drill String (Spotting) .............................................. 86
19.3 Oil Storage Tanks .......................................................................................................... 86
19.4 Temporary Aboveground Storage Tank Diking Requirements..................................... 86
19.5 Sump Construction and Operation ................................................................................ 87
19.6 Drilling Fluid Disposal .................................................................................................. 87
19.7 Containment of Fluids and Spills .................................................................................. 87
19.8 Noise Emissions ............................................................................................................ 88
19.9 Odour Emissions............................................................................................................ 88
19.10 Waste Management ....................................................................................................... 88
19.10.1 Characterization................................................................................................ 88
19.10.2 Storage.............................................................................................................. 88
19.10.3 Disposal ............................................................................................................ 89
19.10.4 Accounting and Documentation ....................................................................... 89
20 Underbalanced Drilling ........................................................................................................... 90
21 Oil Sands Core Holes and Evaluation Wells........................................................................... 91
21.1 Surface Mineable Areas................................................................................................. 91
21.2 Outside Surface Mineable Areas ................................................................................... 92
22 Other EUB Requirements........................................................................................................ 94
23 Drilling with a Service Rig and Servicing with a Drilling Rig ............................................... 95
23.1 Drilling with a Service Rig ............................................................................................ 95
23.1.1 Drilling More Than 100 m or More Than One
Hydrocarbon-Bearing Formation ..................................................................... 95
23.1.2 Drilling Not More Than 100 m or Not More Than One
Hydrocarbon-Bearing Formation ..................................................................... 95
23.2 Servicing with a Drilling Rig......................................................................................... 95
24 Coiled Tubing.......................................................................................................................... 96
25 Well-Site Spacing.................................................................................................................. 103
25.1 Well-Site Spacing Requirements................................................................................. 103
25.2 Diverter Lines .............................................................................................................. 103
25.3 Flare Lines ................................................................................................................... 103
25.4 Flexible Hoses in the Bleed-off and Kill System ........................................................ 103
25.5 Flare Tanks and Pits .................................................................................................... 103
25.6 Accumulators, N2 Backup, and Remote BOP Controls............................................... 103
25.7 Hydraulic BOP Hoses.................................................................................................. 103
25.8 Engines ........................................................................................................................ 103
25.9 Engine Exhaust ............................................................................................................ 104
25.10 Electrical and/or Flame-Type Equipment.................................................................... 104
25.11 Incinerators and/or Burn Pits....................................................................................... 104
EUB Directive 036: Drilling Blowout Prevention Requirements and Procedures (February 2006) • v
25.12 Smoking....................................................................................................................... 104
25.13 Storage Tanks .............................................................................................................. 104
Appendices
1 Operational Deficiencies................................................................................................. 105
2 Equipment Symbols........................................................................................................ 139
3 Blowout Preventer Systems ............................................................................................ 140
4 NACE Requirements for Metallic Materials Exposed to H2S ........................................ 146
5 Shop Servicing and Testing of BOPs, Drill-Through Spools, and Flexible Bleed-off
and Kill Line Hoses ........................................................................................................ 148
6 Well-Site Spacing—Minimum Distance Requirements ................................................. 151
7 Accumulator Sizing Calculations ................................................................................... 152
8 Nitrogen Sizing Calculations .......................................................................................... 156
9 BOP Fluid Volume Requirements .................................................................................. 161
10 Crew Shut-in Procedures ................................................................................................ 179
11 Crew Training Assessment Form.................................................................................... 181
12 Fluid Level Drop from Surface....................................................................................... 183
13 Electrical Inspections of Drilling Rigs............................................................................ 186
14 EUB Field Inspection Branch ERP Review.................................................................... 187
15 Public Contact Form ....................................................................................................... 189
16 References Cited and Further Reading ........................................................................... 190
17 Summary of Changes to Directive 036 and Implementation Dates ................................ 191
Tables
1 Vessel sizing and vent line specifications......................................................................... 23
2 Accumulator bottle capacity ............................................................................................. 46
3 Manufacturer’s recommended precharge pressures.......................................................... 46
4 Low-pressure testing requirements prior to drilling out surface, intermediate, or
production casing.............................................................................................................. 54
5 High-pressure testing requirements prior to drilling out surface casing ........................... 54
6 High-pressure testing requirements prior to drilling out intermediate or
production casing.............................................................................................................. 54
Figures
1 Usable accumulator fluid volume above 8400 kPa........................................................... 48
2 Usable nitrogen fluid volume above 8400 kPa ................................................................. 52
3 High-hazard area for southern Alberta ............................................................................. 74
4 Emergency flare line configuration for high-hazard area (southeastern Alberta)
and for type 3 and type 4 surface casing reductions ......................................................... 75
5 BOP stack configurations—critical sour wells ................................................................. 81
6 Choke manifold—critical sour wells ................................................................................ 82
7 Surface mineable areas ..................................................................................................... 93
8 Coiled tubing, Class I—minimum pressure rating 1400 kPa............................................ 97
9 Coiled tubing, Class II—minimum pressure rating 7000 kPa .......................................... 98
10 Coiled tubing, Class III—minimum pressure rating 14 000 kPa ...................................... 99
11 Coiled tubing, Class IV—minimum pressure rating 21 000 kPa.................................... 100
12 Coiled tubing, Class V—minimum pressure rating 34 000 kPa ..................................... 101
13 Coiled tubing, Class VI—minimum pressure rating 69 000 kPa.................................... 102
14 Sour gas systems............................................................................................................. 147
vi • EUB Directive 036: Drilling Blowout Prevention Requirements and Procedures (February 2006)
Overview
Purpose of the Directive
Directive 36: Drilling Blowout Prevention Requirements and Procedures details the
Alberta Energy and Utilities Board (EUB) minimum equipment and procedure
requirements that the licensee must follow when drilling wells in the Province of Alberta.
In addition, the directive provides a reference for EUB drilling rig inspection staff to
assist in completing the EUB Drilling Inspection/Investigation Report.
What’s New in This Directive
This edition of Directive 36 updates and provides clarifications to the June 2004 edition.
This directive details satisfactory and low risk (L) and high risk (H) unsatisfactory
inspection results, as well as consequences for noncompliance in accordance with the
EUB’s enforcement process. (For additional information on low and high risk
enforcement, see Directive 019: EUB Compliance Assurance—Enforcement). For
provisions that do not come into effect on the issuance of this directive, see Appendix 17.
What This Directive Contains
This directive contains 25 sections that detail minimum equipment and procedure
requirements for drilling wells in the Province of Alberta. In addition, there are 17
appendices of supplemental information.
The directive also describes the role of the EUB Field Centre inspectors and includes the
EUB Drilling Inspection/Investigation Report that EUB field inspectors complete for
each site inspected.
Alberta Municipal Affairs - Safety Services
Both the EUB and Alberta Municipal Affairs - Safety Services (AMA-SS) (formerly the
Electrical Protection Branch) have responsibilities regarding electrical systems at drilling
rigs.
An agreement between the EUB and AMA-SS (see Appendix 13) describes and
formalizes the expectations of the EUB and the AMA-SS with regard to electrical
systems at rigs.
Waivers
EUB Field Centre staff may grant spacing exemptions verbally if the operator contacts
the appropriate Field Centre prior to commencing operations (Section 25).
Licensees that wish to be exempt from any other requirement of this directive must
submit a written request for the waiver involved to the EUB Well Operations Group in
Calgary.
EUB Responsibilities
The EUB’s responsibilities with respect to drilling are
EUB Directive 036: Drilling Blowout Prevention Requirements and Procedures (February 2006) • 1
• according to the Oil and Gas Conservation Act, Part 1, Section 4(b)(d)(f):
…to secure the observance of safe and efficient practices in the locating, spacing,
drilling, equipping, completing, reworking, testing, operating, and abandonment of
wells and in operations for the production of oil and gas…
…to control pollution above, at or below the surface in the drilling of wells and in
operations for the production of oil and gas and in other operations over which the
Board has jurisdiction.
2 • EUB Directive 036: Drilling Blowout Prevention Requirements and Procedures (February 2006)
Conducting a Drilling Rig Inspection
Introduction
A drilling rig inspection is normally conducted after the licensee has set surface casing
and drilled out the shoe or after the commencement of drilling operations with a diverter
system.
The EUB’s inspection selection criteria are based primarily on past operator performance,
sensitivity of the area, and potential impact of the drilling operation.
Deficiencies will not be recorded prior to drilling out the surface casing shoe or prior to
the commencement of drilling operations with a diverter system. The only exception is
when an approved specific emergency response plan (ERP) is required (see Section 16.2:
Emergency Response Plan).
EUB Inspector’s Role
The EUB inspector’s role is to ensure compliance with EUB requirements.
The EUB inspector must be receptive to concerns and questions regarding the Oil and
Gas Conservation Regulations and/or EUB requirements and provide further clarification
and information as requested.
EUB Inspector’s Focus
Whenever possible, the inspection should be conducted without prior notice being given
to the licensee and/or contractor representatives.
Upon arrival at the site, the EUB inspector must contact the licensee and contractor
representatives. If they are unavailable, the inspector should locate the driller. The
inspector should take time to get acquainted and explain the purpose of the visit.
The inspector should thoroughly evaluate equipment, procedures, and operating policies
on site, including
• well control information and procedures,
• stick diagram (offset well data, expected hydrogen sulphide [H2S] content, formation
tops and pressures, and the minimum mud weight required to control the expected
formation pressures, expressed in kilograms per cubic metre [kg/m3]), and
• crew training, kick prevention, detection, and well control.
There may be situations where the licensee and/or contractor representatives request that
the BOPs not be checked because of the current drilling operation. The inspector must
use discretion in deciding to proceed with the inspection. An abbreviated inspection may
still be conducted.
The inspector should consult with the Field Centre Team Leader if there is concern about
conducting the inspection.
EUB Inspector’s Safety
Each inspector must
• discuss with the licensee and/or contractor representatives to determine if hole

conditions are safe to conduct an inspection,
• comply with all safety procedures in EUB Internal Guide 8: Safety Manual,
specifically the Field Inspection Practices and Procedures Section, and
• comply with licensee’s and contractor’s specific safety policies.
Industry’s Role
The EUB expects the licensee and contractor representatives to understand, respect, meet,
and/or exceed the EUB’s drilling regulations and requirements. This is achieved in part
by
• internal inspections and compliance programs,
• awareness of the licensee’s EUB inspection record and taking appropriate action
where necessary,
• ongoing training of well-site personnel for safety, well control, and equipment,
• informing well-site personnel of potential hole problems, sensitive environmental

concerns, and public issues, in order to ensure that appropriate action plans are
implemented, and
• cooperation with the EUB, government, and public by open communication to

address areas of mutual concern.
EUB Enforcement Process
The EUB has adopted an enforcement process to address noncompliance issues with a
series of escalating enforcement consequences. The definitions of what constitutes a low
risk (L) or a high risk (H) unsatisfactory inspection and examples are set out in
Operational Deficiencies (Appendix 1).
The EUB reserves the right to escalate noncompliance issues to any level should
conditions warrant.
Completing the Drilling Inspection/Investigation Report
Drilling Inspection/Investigation Report
Directive 036 Inspection date
A. GENERAL INFORMATION Investigation
Licensee Licensee code Well Identifier complete date
LE LSD SEC TWP RGE M E Y M D
1 W O
I I I I I I I I I I I I
Contractor Contractor code Rig number Licence number Code Field centre
I I I I I I I I I I I I I I I
Inspection type Current depth (m) Projected depth (m) Casing setting depth (m) Well class Current operation
I I I I I I I I I I I I I I I I
B. MECHANICAL TESTS
BOP
Accumulator Recharge pump BOP controls
function test Time to operate
Make Time min No. on floor
No. of bottles Capacity (L) N2 bottles Type HCR I S
Design pressure I I I I kPa Number No. of remote Annular I S
Precharge pressure I I I I kPa Capacity (L) Type Ram I S
Pressure before I I I I kPa Average Distance m Ram I S
I I I I kPa
Pressure after I I I I kPa pressure Hand wheels Ram I S
C. INSPECTION RESULTS (Satisfactory “X”, Low Risk “L”, High Risk “H”)
E. ENFORCEMENT ACTION
1. Blowout Prevention System 12. Electric and Flame-Type Equipment
2. Bleed-off and Kill System 13. Casing Inspection

3. Kill System 14. Drillstem Testing Satisfactory inspection
High-Hazard Area and Surface Casing
4. Flexible Hoses 15. Unsatisfactory inspection
Reductions
5. Winterizing 16. Sour and Critical Sour Wells
6. BOP Control Systems 17. Well-Site Records and Reporting Consequences for future
7. Pressure Testing 18. Licensee and Contractor Inspections
noncompliance
Level ______________________
8. Engines 19. Well-Site Fluids and Environment
(see reverse)
Mud Tanks and Fluid Volume
9. 20. Underbalanced Drilling
Monitoring System Letter required? (circle one) YES NO
10. Well-Site Supervision and Certification 21. Core Holes and Oil Sands
Well Control, Crew Training, and
11. 22. Other EUB Requirements
Tripping Requirements
D. COMMENTS
F. ON-SITE DISCUSSIONS
Rig down time
Operator representative (print)
:
Contractor representative (print)
EUB inspector name (print) Telephone number ( ) Fax number ( )
F-39-2005-12 Alberta Energy and Utilities Board 640-5 Avenue SW Calgary, Alberta Canada T2P 3G4
Completing the Drilling Inspection/Investigation Report
The EUB Field Surveillance Branch has developed and implemented an on-line
computerized Field Inspection System. The inspection form detailed in this section of the
directive summarizes the inspection items that are reviewed by the EUB inspector. The
rig inspection details are recorded electronically by the inspector and are available to the
licensee on the EUB’s Web site www.eub.gov.ab.ca approximately 24 hours following
the completion of the inspection. The inspection report and completion details are
included in this directive for the inspector’s use in the event of a computer failure.
A General Information
If more than one inspection report page is required to provide

comments, be sure to
• number each page on the top right-hand corner (Page 1, Page 2,
etc.);
• complete Section A on all pages; and
• leave the remainder of the form (other than the Comments
section) blank after page 1.
Licensee Enter the full name of the licensee of the well.
Licensee Code Leave blank.
Well Identifier Enter the 13-character unique well identifier.
Inspection Date or Check the appropriate box to indicate whether this is an inspection
Investigation Complete Date or an investigation. Enter the date the inspection was conducted, or
enter the date the investigation was completed (for all investigations
conducted on drilling operations where a physical inspection of the
rig was not conducted).
Contractor Enter the full name of the contractor.
Contractor Code Leave blank.
Rig Number Enter the rig number.
Licence Number Enter the well licence number.
Field Centre Enter the 2-digit code and the full name of the Field Centre in
whose area the inspection was conducted:
03 Wainwright 07 St. Albert
04 Midnapore 08 Medicine Hat
05 Bonnyville 09 Red Deer
06 Drayton Valley 10 Grande Prairie
Inspection Type Enter “C” for complete when a pressure test of the BOPs has been
witnessed in whole or in part.
Enter “P” for partial for all other inspections if a pressure test has
not been witnessed.
Current Depth Enter the current depth in metres (m).
Projected Depth Enter the licensed depth (m).
Casing Setting Depth Enter depth of all casing set (m).
Well Class Enter the well class.
Current Operation Enter the current operation. If in doubt, ask the on-site licensee
and/or contractor representatives.
B Mechanical Tests
Accumulator Record the

• accumulator make
• number of bottles
• capacity in litres (L)
• design pressure in kilopascals (kPa)
• precharge pressure (kPa)
• pressures before and after the BOP mechanical test (kPa)
Recharge Pump Record the time required to recharge the accumulator system in
minutes (min).
N2 Bottles Record the

• number of nitrogen (N2) bottles
• capacity (L)
• combined average pressure (kPa)
BOP Controls Record the

• number of floor BOP controls
• type of floor BOP controls (air, hydraulic, electric, etc.)
• number of remote BOP controls
• type of remote BOP controls (air, hydraulic, electric etc.)
• distance of the remote controls from the well (m)
• hand wheels—indicate whether locking hand wheels for
ram-type BOPs are available by entering “Y” or “N”; if the
rams have automatic locking devices (posi-lock), enter N/A
BOP Function Test Record the type (e.g., annular, pipe ram, hydraulically controlled
valve [HCR]) of BOP function tested.
Time to Operate Enter the time, in seconds (s), to operate each BOP component.
C Inspection Results
The expectation is to inspect as many items as possible. Even if

only one rig item is examined, an inspection report must be
completed.
No box on the inspection report should be left blank. If boxes are

not applicable to the type of operation being inspected, put a
horizontal line through the box.
See Appendix 1 for operational deficiencies.
Each item under Inspection Results on the inspection report sheet is

discussed in the next sections, with a complete description of the
components to be inspected.
After inspecting all relevant components, enter the appropriate

inspection result.
• Mark “X” if satisfactory.

• Mark “L” if low risk unsatisfactory.
• Mark “H” if high risk unsatisfactory.
D Comments
Clearly define each inspection item marked unsatisfactory (L or H)

on the inspection form. Indicate the type of remedial action required
to correct the deficiency and the deadline date for compliance.
If an unsatisfactory item is corrected during the inspection, make a

note of it in this section.
E Enforcement Action
Enter “X” if the inspection is satisfactory.
Enter the appropriate code (L or H) if the inspection is

unsatisfactory.
Indicate the appropriate noncompliance level.
Indicate the consequences for future noncompliance.
Circle “Yes” or “No” to answer whether a letter to the operator is

required.
(For additional information on low and high risk enforcement, see

Directive 019.
F On-Site Discussions
The EUB inspector must review this report with the licensee
representative on site and discuss any enforcement and/or remedial
actions required.
Licensee Representative; Print the licensee’s and contractor representative’s names clearly in
Contractor Representative the space provided on the completed inspection report.
EUB Inspector Enter the inspector’s name, telephone number, and fax number,
including area codes.
Rig Down Time Enter the total time (to the nearest quarter hour) that operations
were interrupted to carry out the rig inspection and/or subsequent
remedial action.
Inspection Items Detailed
Sections 1-25 provide details on the items to be inspected as listed on the Drilling
Inspection/Investigation Report.
1 Blowout Prevention System
For purposes of the drilling blowout prevention requirements set out in this directive,
wells are classified as set out below:
• Class I: A well in which no surface casing is set
• Class II: A well in which the true vertical depth is less than or equal to 750 m
• Class III: A well in which the true vertical depth is greater than 750 m and less
than or equal to 1800 m
• Class IV: A well in which the true vertical depth is greater than 1800 m and less
• Class V: A well in which the true vertical depth is greater than 3600 m and less
• Class VI: A well in which the true vertical depth is greater than 6000 m
For more detailed information, see Appendix 3. (For coiled tubing unit requirements, see
Section 24.)
1.1 Blowout Preventer (BOP) Equipment
For all well classes, BOP equipment must be installed and maintained that is
• adequate to shut off a flow at the wellhead, whether or not any type of tool or
equipment is being used in the well;
• in accordance with the well classification and specifications as outlined in this

directive;
• adequately supported and secured (to substructure) to prevent stresses on all

connections;
• in accordance with any other applicable EUB requirements; and
• in accordance with Section 16 for critical sour wells.
1.1.1 Metallic Material for Sour Service
For critical sour wells, all pressure-containing components within the BOP, bleed-off,
and kill systems must meet current National Association of Corrosion Engineers (NACE)
MR0175: Standard Material Requirements—Sulphide Stress Cracking Resistant Metallic
Material for Oilfield Equipment.
For all noncritical sour wells, the EUB recommends that the licensee evaluate the
potential H2S content and wellbore pressures that the surface pressure controlling
equipment (BOP, bleed-off, and kill systems) may be exposed to. If a sour environment,
as defined by NACE exists, the licensee should consider deployment of surface pressure
controlling equipment constructed of alloys that meet NACE standards (see Appendix 4).
1.1.2 Pipe Rams
For well classes II to VI, the pipe rams must be the correct size for the drill pipe (or
coiled tubing string) that is in use. This may require the use of variable bore rams.
If any pipe rams are changed out during the drilling operation, they must be pressure
tested (see Section 7).
1.1.3 Casing Rams
If intermediate/production casing or a liner will be run into the well, the pipe rams do not
have to be replaced with casing rams. If pipe rams are replaced with casing rams, they
must be pressure tested (see Section 7).
1.1.4 Ram Locking Devices (Hand Wheels)
Ram-type BOPs that are not equipped with automatic ram locking devices must have a
ram locking device(s) (e.g., hand wheel(s), ratchet and socket) either installed or readily
accessible for installation.
1.1.5 Double Drilling/Studding
The double drilling/studding of BOP equipment (e.g., BOP body, BOP flanges, adapter
flanges, or spools) is acceptable. However, the following applies:
• Double studding of the BOP body to accept two sizes of API flanges (for equipment
that may have a lower pressure rating) does not result in the derating of the preventer.
• Any modification to flanged BOP equipment (e.g., double drilling or studding) to

accommodate connections to other API equipment that may have a lower pressure
rating results in a derating of the flange to the lower working pressure.
If a modified flange is to be used in an application requiring its original pressure rating,

the licensee must provide documentation from either the original equipment manufacturer
(OEM) or a professional engineer (P.Eng.) that the flange is certified for the higher-
pressure rating. The certification document must be made available upon request.
1.1.6 Flange- and Clamp-Type Connections
Clamp-type connectors that serve the same function as a high-pressure flanged assembly
may be used in the BOP system to replace a flanged connection.
Where flange- or clamp-type connections are required in the BOP system (see Appendix
3), they must meet the following requirements:
• They must be designed in accordance with the standards set by the American
Petroleum Institute (API) or the American National Standards Institute (ANSI).
Where non-API or non-ANSI flange- or clamp-type connectors are in use, they must
be certified by the OEM or a P.Eng. The certification document must be made
available upon request.
• All required studs, bolts, and nuts on any flange- or clamp-type connections must be
installed and properly made up.
• Whenever a connection is loosened or disassembled after drill-out, a pressure test

must be conducted on the connection. (It may be necessary to set a plug or packer in
the surface casing to conduct the pressure test.)
1.1.7 Redundant BOP Equipment
For all well classes whenever redundant BOP equipment (e.g., additional pipe rams,
lower kelly cock, HCR) is in use, the equipment must be
• functional at all times (unless the equipment is locked out);
• included in all pressure testing; and
• included in accumulator and backup nitrogen system volume calculations.
1.2 Casing Bowls
For class I wells, sliplock type, threaded, or weld-on casing bowls may be used.
For well classes II to VI and critical sour wells, only threaded or weld-on casing bowls
are permitted.
1.2.1 Sliplock
Sliplock type casing bowls must be installed and maintained in accordance with the
manufacturer’s specifications.
When a sliplock type casing bowl is used, the licensee must provide documentation from
either the OEM or a P.Eng. that the casing bowl is certified for the application in use.
1.2.2 Threaded
Threaded casing bowls must be properly installed with regard to make-up procedures,
torque, and the use of thread compounds as set out in the current editions of the following
documents:
• API Spec 6A: Specification for Wellhead and Christmas Tree Equipment
• API RP 5C1: Care and Use of Casing and Tubing
• API RP 5A3: Thread Compounds for Casing, Tubing and Line Pipe
1.2.3 Welded
Weld-on casing bowls must be welded in accordance with acceptable welding procedures
as set out in the current editions of the following documents:
• API Spec 6A: Specification for Wellhead and Christmas Tree Equipment (latest
edition)
• American Society of Mechanical Engineers (ASME): Boiler and Pressure Vessel

Code, Section IX
• Canadian Standards Association (CSA) Z184: Standards for Gas Pipeline Systems
• NACE MR0175
• Industry Recommended Practice (IRP) Volume 1: Drilling Critical Sour Wells, which
also contains additional details regarding welding procedures
1.2.4 Casing Bowl Flange, Outlet(s), and Valve(s)
The casing bowl must have
• a casing flange that is an integral part of the bowl,
• at least one threaded, flanged, or studded side outlet and valve on well classes I, II,
III, and IV, and
• two flanged or studded side outlets and valves on well classes V and VI.
1.2.5 Pressure Rating
The casing bowl and valve(s) installed must meet the minimum pressure rating
requirements for the class of well being drilled (see Appendix 3). Casing bowl
specifications must be available at the rig (paper copy, tag, or stamped on bowl).
If the casing bowl and/or valves do not meet the minimum pressure rating requirements
for the well class being drilled, the bowl and/or valves must be changed out. Drilling
conditions must be stable and the well must be secured (e.g., use temporary bridge plug)
prior to replacing the bowl and/or valves.
After the bowl or valve(s) has been replaced, a pressure test is required.
1.3 Drill-Through Components
For well classes III to VI and critical sour wells, drill-through component(s) positioned
between the top flange of the uppermost BOP and the rotary table (or slip table for top
drives) must be removable with pipe or tools in the wellbore (i.e., flow tees, automatic
pipe wiping devices, rotary drilling heads, etc., must be either of two-piece construction
or sized so that it can pulled through the floor with the table bushings removed).
The above does not apply to CTUs.
1.4 Stabbing Valve and Inside BOP
For all well classes, the drilling rig must be equipped with a stabbing valve and an inside
BOP. The use of a float in the drill string does not eliminate the need for an inside BOP.
The stabbing valve and inside BOP must meet the following requirements:
• For well classes V and VI and for critical sour wells, the stabbing valve must be
certified by the OEM or a P.Eng. as being capable of opening with 7000 kilopascals
(kPa) pressure below the valve.
• The stabbing valve must be full opening and equipped with a valve operating wrench.
• The stabbing valve must be stored in the open position.
• The inside BOP must be capable of stopping back flow up the drill string.
• The stabbing valve and inside BOP, as well as associated tools, must be operable and
readily accessible on the rig floor or in the doghouse.
• The drilling rig must be equipped with the necessary cross-over subs to enable the
make-up of the stabbing valve and inside BOP with the drill pipe, drill collars, or any
other tubulars in the well.
• The stabbing valve must be equipped with handles if more than one person is
required to carry the valve. A full open hanger cap assembly may be used in place of
handles. The handles and hanger cap must be removable to allow the valve to be
stripped into the well.
• The stabbing valve and inside BOP must be capable of being stripped into the
wellbore.
• For critical sour wells, the stabbing valve and the inside BOP must be constructed of
materials that meet the current NACE MR0175 standards.
For coiled tubing units where the bottomhole assembly can be fully lubricated into or out
of the well (no staged deployment), a stabbing valve is not required. Where the
bottomhole assembly must be staged, a stabbing valve is required. There is no
requirement for an inside BOP on coiled tubing units.
1.5 Lower Kelly Cock Valve
For well classes V and VI and critical sour wells, the kelly must be equipped with a lower
kelly cock valve that meets the following requirements:
• The lower kelly cock valve must be certified by the OEM or a P.Eng. as being
capable of opening with 7000 kPa pressure below the valve.
• The lower kelly cock valve must be installed at all times.
• The lower kelly cock valve must be full opening and equipped with a valve operating
wrench.
• For critical sour wells, the lower kelly cock valve must be constructed of materials
that meet the current NACE MR0175 standards.
1.6 Stripping Operations
For all well classes during normal drilling operations, the following requirements must be
met regarding stripping tubulars through the BOPs:
• Stripping of any length of drill pipe or coiled tubing is not permitted through the
sealing element of an annular preventer that is part of the required BOP equipment
(see Appendix 3).
• Stripping of any length of pipe/coiled tubing is not permitted through a pipe ram
preventer that is part of the required BOP equipment (see Appendix 3).
During well control situations, stripping through the annular preventer is permitted.
1.7 Shop Servicing and Testing of BOPs, Drill-Through Spools, and Flexible Bleed-off and
Kill-line Hoses
All BOPs, drill-through spools, drill-through adapter flanges and flexible bleed-off and
kill-line hoses used during the drilling operation must be shop serviced (dismantled and
repaired) and pressure tested at least once every three years according to the
manufacturer’s specifications or specifications prepared by a P.Eng. (see Appendix 5).
2 Bleed-Off System
The blowout prevention system must include a bleed-off system for the purpose of
bleeding off well pressure.
2.1 Class I Wells
For class I wells, the bleed-off system consists of a diverter line, which is the line from
the BOP to the flare pit or flare tank and includes the HCR. The diverter must meet the
following requirements.
2.1.1 Diverter Line
The diverter line must meet the following requirements:
• The diverter line must have a working pressure at least equal to that of the required
BOP system (see Appendix 3).
• The diverter line must have a minimum nominal diameter of 152.4 millimetres
(mm) throughout.
• The diverter line must have an HCR installed on the drilling spool outlet.
• The HCR must be connected directly to the drilling spool (no fluid turns or pipe
extensions). (See Appendix 3.)
• The diverter line downstream of the HCR may contain directional changes provided
that they are made with right-angle (90°) connections constructed of tees and crosses
blocked on fluid turns.
• Directional changes in the diverter line may also be made using flexible hose
provided that the hose meets the requirements set out in Section 4.1: Bleed-off, Kill,
or Diverter Line(s).
• The diverter line connections must be flanged, hammer union, threaded, or bolted
groove lock type.
• The diverter line must be properly made up and connected at all times.
• The end of the diverter line must terminate at least 50 m from the well in a flare pit or
flare tank. For exceptions to this requirement, see ID 91-3: Heavy Oil/Oil Sands
Operations and Directive 8: Surface Casing Depth Minimum Requirements, Section
1.1.
• The diverter line must be adequately secured at 10 m intervals and the end of the line
must be secured as close as possible to the flare pit. Stakes or weights must be used,
as dictated by the soil conditions. Stakes used in sandy or loose soil conditions are
unacceptable.
• Fluids turns such as elbows, tees, etc., are not permitted at the end of the diverter line
to direct wellbore effluent into a flare pit.
• The diverter line must be self-draining or some means be incorporated to ensure that
fluid can be drained from the line during winter operations. Precautions must be
taken to minimize environmental impact from spillage.
• The diverter line must be laid in a straight line; however, a slight curvature of the line
is acceptable.
• Auxiliary diverter line(s) must meet the same requirements as above.
• Prior to assembly, all connections between the BOP and the end of the diverter line
must be visually inspected. After assembly of the connections, an inspection must be
conducted to ensure proper make-up. The results of the inspections must be recorded
in the drilling logbook.
2.2 Well Classes II-VI and Critical Sour Wells
For well classes II-VI and critical sour wells, the bleed-off system includes bleed-off
line(s), choke manifold, flare line(s), mud gas separator(s) (degasser), degasser inlet
line(s), and degasser vent line(s).
2.2.1 Bleed-off Line(s)
The bleed-off line(s) consists of the line from the BOP stack to the manifold and includes
both the hydraulically operated and manual valves.
The bleed-off line(s) must meet the following requirements:
• The bleed off line(s) installed must meet the minimum pressure rating requirements
for the class of well being drilled (see Appendix 3).
• For well classes V and VI and critical sour wells, the bleed-off line piping must
provide complete redundancy from the BOP stack through to the manifold, so that a
separate bleed-off line from each working spool connects to a separate manifold wing
(see Appendix 3 and Section 16: Sour and Critical Sour Wells).
• The bleed-off line(s) must have a minimum nominal diameter of 76.2 mm

throughout.
• The bleed-off line(s) connections must be flanged or clamp-type connections and

designed in accordance with the standards set by the API or the ANSI. Where non-
API or non-ANSI flange- or clamp-type connectors are in use, they must be certified
by the OEM or a P.Eng. Equipment identification must be established with a
certification document.
• All required studs, bolts, and nuts on any flange- or clamp-type connections must be
installed and properly made up. Whenever a connection is loosened or taken apart
after drill-out, a pressure test must be conducted on the connection. (It may be
necessary to set a plug or packer in the surface casing to conduct the pressure test.)
• The bleed-off line(s) off the drilling spool(s) must contain two flanged valves. On the
primary bleed-off line, one of the valves must be hydraulically operated (the other
valve can be a manual valve) (see Appendix 3; also note that ram-type BOPs
manufactured with integral outlets may be used in place of drilling spools).
• During normal drilling operations, the HCR on the primary bleed-off line must be in
the closed position and the manual valve(s) must be in the open position. The same
requirement applies if an HCR is installed on a secondary bleed-off line.
• Piping extensions or fluid turns are not permitted between the drilling spool and the
innermost valve. The innermost valve must be connected directly to the drilling
spool. (See Appendix 3.) Crossover flanges between the drilling spool and the
innermost manual valve are permitted.
• Piping extensions or fluid turns are permitted between the HCR and manual valve
provided that the HCR is the innermost valve.
• Piping extensions or fluid turns are not permitted between the HCR and manual valve
if the manual valve is the innermost valve.
• During normal drilling operations, where a secondary bleed-off line is required or in

use (and no HCR is installed on the secondary line), only one of the manual valves on
the secondary bleed-off line can be in the closed position, provided that both valves
are flanged together.
• If the secondary bleed-off line (with two manual valves) is in use, piping extensions
or fluid turns are permitted between the manual valves provided that the innermost
valve is in the closed position.
• All valves in the primary and secondary bleed-off lines must be operable.
• All manual valves in the primary and secondary bleed-off lines must have the valve
handle(s) in place at all times.
• Directional changes in the bleed-off line(s) downstream of the HCR and manual
valve(s) can be made using fluid turns or flexible hose. The flexible hose must meet
the requirements set out in Section 4.1: Bleed-off, Kill, or Diverter Line(s).
• All fluid turns in the bleed-off line (where permitted) must be made with right-angle
(90°) connections constructed of tees and crosses blocked on fluid turns.
• The bleed-off line(s) must be connected to the drilling spool and choke manifold at
all times.
• The bleed-off line(s) must be properly supported to prevent stresses on connecting

valves and fittings.
• The bleed-off line(s) must be properly secured every 10 m (e.g., fastened to catwalk,
pipe racks, or staked).
• For critical sour wells, the bleed-off lines must meet current NACE MR0175
standards.
2.2.2 Choke Manifold
The choke manifold consists of high-pressure pipe, fittings, flanges, valves, pressure
gauges, and remotely and/or manually operated adjustable chokes.
The choke manifold must meet the following minimum requirements:
• The choke manifold must meet the minimum pressure rating and conform to the
minimum choke manifold design (valves, chokes, piping, etc.) for the class of well
being drilled (see Appendix 3).
• For critical sour wells, the choke manifold must conform to the minimum choke
manifold design (valves, chokes, piping, etc.) as outlined in Section 16, Figure 6. In
addition, the remotely operated choke (on the primary manifold wing) must be a
nonrubber sleeved choke.
• All chokes must be labelled to identify the fully open and the fully closed positions.
• All chokes and valves must be operable with the valve handle(s) in place at all times.
• An accurate choke manifold casing pressure gauge(s) must be installed or readily

accessible for installation for reading the casing pressure at the choke manifold
regardless of which choke line is in use and at the remote choke control location (if in
use and/or required).
• For well classes V and VI and critical sour wells, a separate casing pressure gauge is
required for each choke manifold wing.
• If only surface casing has been set, the choke manifold casing pressure gauge(s) must
have readable increments of 250 kPa or less. The range of the casing pressure
gauge(s) must not be less than the maximum allowable casing pressure (MACP).
• If intermediate casing is set, the choke manifold casing pressure gauge(s) must have
readable increments of 500 kPa or less. The range of the casing pressure gauge must
not be less than the pressure rating of the required BOP system.
• All choke manifold gauges must have isolation valves.
• For critical sour wells, the choke manifold must meet current NACE MR0175
standards.
• The choke manifold must be located outside the substructure and readily accessible.
2.2.3 Remote Drill Pipe Pressure Gauge Assembly at Choke Control
The remote drill pipe pressure gauge assembly must meet the following requirements:
• The remote drill pipe pressure gauge assembly must have an accurate pressure gauge
and other necessary equipment installed or readily accessible for installation on the
standpipe (or other suitable connection) to provide the drill pipe pressure at the choke
manifold and at the remote choke control location (if in use and/or required).
The rig crew must assemble this equipment as part of the BOP drill (only if
equipment is not already installed).
• The choke operator must be able to read the drill pipe pressure gauge when operating
the choke from the choke manifold or at the remote choke control location (if in use
and/or required).
• All remote drill pipe pressure gauges must have isolation valves.
2.2.4 Mud-Gas Separator(s) (Degasser)
Degasser design must meet the dimensional specifications provided in IRP Volume 1:
Industry Recommended Practices for Drilling Critical Sour Wells, Section 1.7: Mud Gas
Separators. It is recommended that the degasser be constructed of materials that meet
NACE MR0175 specifications for sour gas environments.
The minimum sizing requirements for mud-gas separators, inlet lines and vent lines are
outlined in Table 1: Vessel Sizing and Vent Line Specifications. Note that any variation
from Table 1 of minimum vent line diameter size must be determined by calculation.
Table 1. Vessel sizing and vent line specifications

Minimum
vessel Minimum Minimum vent line diameter (mm)**
Well Well depth diameter* vessel inlet With 0.75 m With 1 m With 2 m
class rating (m) (mm) (mm) fluid head fluid head fluid head
II 0-750 355.6 50.8 101.6 101.6 101.6
III 750-1250 406.4 50.8 101.6 101.6 101.6
1250-1800 609.6 76.2 N/A 152.4 127.6
IV 1800-2700 660.4 76.2 N/A 172.9 152.4
2700-3600 762.0 76.2 N/A 203.2 152.4
V 3600-6000 914.4 101.6 N/A 254.0 203.2
VI 6000+ 914.4 101.6 N/A 254.0 203.2
* Vessel diameter determined using a vapour load constant (k) of 0.11 m/s.
** All sizes are inside diameter (ID)
2.2.5 Primary Degasser
For well classes II-VI and critical sour wells, a primary degasser must be installed that
meets the following requirements:
• The degasser must meet the minimum sizing requirements for the well depth (see
Table 1).
• The degasser must be an atmospheric open-bottom degasser.
• The degasser must be connected to a separate vent line.
• The degasser must be ready for service, fully connected, and immersed in drilling
fluid to the minimum fluid level requirement for the well class (unless equipment,
piping, connections, and procedures are in place to allow immediate filling of the
tank). For minimum fluid level requirements, see Table 1.
• Degassers must not be located in the trip tank compartment.
2.2.6 Secondary Degasser (Critical Sour Wells)
For critical sour wells a secondary degasser is required unless the following minimum
conditions can be met:
• The maximum potential H2S release rate is less than 2.0 m3/s and the calculated
emergency planning zone (EPZ) does not intersect an urban centre, and
• the geological prognosis of the proposed well is clearly established on the basis of
offset wells, and
• normal formation pressures are expected, and
• no significant loss circulation is expected.
The secondary unit may be either an atmospheric open-bottom degasser (that meets the
criteria set out in Sections 2.2.4 and 2.2.5 for primary degassers) or an enclosed degasser.
Since enclosed degassers are not commonly found on drilling rigs, design specifications
are not provided in this directive. Design specifications of enclosed degassers are
available in IRP Volume 1, Section 1.7: Mud Gas Separators.
2.2.7 Degasser Inlet
The degasser inlet line(s) from the choke manifold to the degasser must meet the
following requirements:
• For class II wells, the degasser inlet line must have a working pressure ≥7 MPa up to
the connection on the degasser.
• For well classes III-VI, the degasser inlet line(s) must have a working pressure
≥14 MPa (schedule 40 pipe is acceptable) up to the connection on the degasser.
• For wells drilled to a depth of not more than 1250 m, the degasser inlet line(s) must
be (as a minimum) the same size or larger than the choke size in use. (See Appendix
3 for minimum choke size.)
• For wells drilled deeper than 1250 m, the degasser inlet line(s) must be (as a
minimum) 25.4 mm larger than the minimum required choke size. (See Appendix 3
for minimum choke size.) If a larger choke is installed, then the inlet line to the
degasser must be (as a minimum) the same diameter.
• The degasser inlet line must be properly made up and connected to the manifold and
the degasser at all times.
• Connections must be made using flanges, threaded fittings, or hammer unions.
• The degasser inlet line(s) may contain directional changes provided they are made
with right-angle (90°) connections constructed of tees and crosses blocked on fluid
turns.
• Directional changes in the degasser inlet line(s) may also be made using flexible
hose, provided the hose meets the requirements set out in Section 4.3: Degasser Inlet
Line(s).
• The degasser inlet line must be void of fluid traps, blown out with air, heated, or
filled with a nonfreezing fluid that is miscible with water during cold weather
operations.
• Valves or other mechanical restrictions are not permitted in the degasser inlet line.
(In-line glycol recovery drainage ports are acceptable provided they do not
compromise system integrity or function.)
• The section of the degasser inlet line from the manifold to the mud tank must be
secured at 10 m intervals, and the segment running vertically adjacent to the mud
tank wall must be secured in place.
• Prior to assembly, all connections between the choke manifold and the degasser must
be visually inspected. After assembly of the connections, an inspection must be
conducted to ensure proper make-up. The results of the inspections must be recorded
in the drilling tour book.
• For critical sour wells (when two degassers are deployed), a separate degasser inlet
line from each manifold wing to each degasser is required.
• Degasser inlet lines should be accessible full length, and it is recommended that no
portion of the line be submerged in drilling fluid. If a portion of the line is
submerged, it must be tested annually to ensure competent wall thickness.
Documentation records of this test must be available at the rig site.
2.2.8 Degasser Vent Line
The degasser vent line must meet the following requirements:
• The vent line must be designed of a suitable material composition so that it maintains
its shape, maintains a seal at the connections (no leaks), and has a steel end
(minimum of 9 m) to prevent burn back.
• The vent line must be properly made up and connected to the degasser at all times.
• Vent line(s) connections may be made up using flanged, hammer union, threaded,
inflatable air union, clamp type, or other suitable connections.
• Directional changes in the vent line(s) may be made with radiused bend fittings or
flexible hose(s) provided the hose(s) meets the requirements set out in Section 4.4:
Degasser Vent Line.
• The vent line(s) must be either self-draining or have some means incorporated to
ensure that fluid can be drained from the line(s) (the vent line must be void of fluids
during drilling operations). Precautions must be taken to minimize environmental
impact from spillage.
• The section of the line running vertically adjacent to the mud tank wall must be
rigidly secured in place. The remainder of the degasser vent line does not require
securing.
• The vent line must terminate in a flare pit located at least 50 m from the well.
• For vent line sizing specifications, refer to Table 1.
• For critical sour wells (when two degassers are deployed), each degasser must have a
separate vent line to the flare pit or flare tank.
• Degasser vent lines should be accessible full length, and it is recommended that no
portion of the line be submerged in drilling fluid. If a portion of the line is
submerged, it must be tested annually to ensure competent wall thickness.
Documentation records of this test must be available at the rig site.
2.2.9 Flare Line(s)
The flare line(s) consists of the line from the choke manifold to the flare pit or flare tank.
The flare line(s) must meet the following requirements:
• For class II wells, the flare line must have a working pressure ≥7 MPa.
• For well classes III-VI, the flare line(s) must have a working pressure ≥14 MPa
(schedule 40 pipe is acceptable). If a flare tank is in use, this pressure rating must be
maintained up to the connection on the flare tank.
• The flare line(s) must have a minimum nominal diameter of 76.2 mm throughout.
• The flare line(s) must be properly made up and connected to the manifold at all
times.
• The flare line(s) may contain directional changes, provided they are made with right-
angle (90°) connections constructed of tees and crosses blocked on fluid turns.
• Fluids turns are not permitted at the end of the flare line to direct wellbore effluent
into a flare pit.
• Directional changes in the flare line(s) can also be made using flexible hose, provided
the hose meets the requirements set out in Section 4.2: Flare and Emergency Flare
Line(s).
• The flare line(s) connections must be flanged, hammer union (metal to metal), or
threaded.
• The flare line(s) must be adequately secured at 10 m intervals, and the end of the
line(s) must be secured as close as possible to the flare pit. Stakes or weights must be
used as dictated by the soil conditions. Stakes used in sandy or loose soil conditions
are unacceptable.
• Where a flare tank is in use, interconnecting cable mechanisms may be used in place
of stakes or weights.
• The end of the flare line(s) must terminate at least 50 m from the well in a flare pit or
flare tank.
• The flare line(s) must be either self-draining or have some means incorporated to
ensure that fluid can be drained from the line(s) during winter operations. Precautions
must be taken to minimize environmental impact from spillage.
• The flare line(s) should be laid in a straight line from the manifold to the flare
pit/tank. However, a slight curvature of the flare line(s) is acceptable.
• Prior to assembly, all connections between the choke manifold and the end of the
flare line(s) must be visually inspected. After assembly of the connections, an
inspection must be conducted to ensure the flare line has been properly connected.
The results of the inspections must be recorded in the drilling tour reports.
• Auxiliary flare line(s) must meet the same requirements as above.
• For well classes V and VI and critical sour wells, a minimum of two flare lines must
be installed.
2.3 Flare Pits
The flare pit must
• be constructed to contain a minimum of 8 m3 of fluid;
• have side and back walls rising not less than 2 m above ground level;
• be constructed to resist the erosion of a high-pressure flow of gas or liquid; and
• be located a minimum distance of 50 m from the well.
2.4 Flare Tanks
For all classes of wells, the following minimum standards apply to flare tanks:
• All flare tanks must be constructed of steel to ensure fluid containment during
prolonged exposure to extreme heat. Structural integrity of the flare tank must be
maintained.
• The flare tank wall directly opposite all flare/diverter line(s) connected to the flare
tank must include an impingement plate to resist erosion from high-velocity gas,
liquids, and solids.
• Flare tanks must have a minimum of 8 m3 capacity.
• Flare tanks must be open to atmosphere.
• The flare tank must be positioned a minimum distance of 50 m from the well. (For
exceptions to this requirement, see ID 91-3: Heavy Oil/Oil Sands Operations or
Directive 8, Section 1.1.)
• The flare tank must be equipped with a minimum 50.8 mm liquid loading steel line
that is connected at all times for the purpose of drawing fluids from the tank. The
connection point of the loading line must extend a minimum of 9 m from the flare
tank.
• Degasser vent lines must be kept separated from the liquid in the flare tank. The
line(s) may be laid on the ground next to the flare tank, provided no fire hazard
exists.
3 Kill System
With the exception of class I wells, the blowout prevention system must include a kill
system for the purpose of pumping fluid into the well.
The kill system includes the mud line/standpipe isolation valve(s), all valves (manual/
check) off the drilling spool(s), and the kill line(s): that is, the line(s) from the mud line/
standpipe isolation valve(s) to the valves on the drilling spool(s).
3.1 Class I Wells
Class I wells do not require a kill system.
3.2 Well Classes II-IV and Critical Sour Wells
The kill system must meet the following requirements:
• The kill system must meet the minimum specifications (size, number of lines, flanged
valves, etc.) for the class of well being drilled. (See Appendix 3. For critical sour
wells, also see Section 16, Figure 5.)
• The kill system must have the same minimum pressure rating as the required BOP
system from the drilling spool connection up to and including the isolation valve(s)
on the mud line/standpipe connection.
• The kill system must have (as a minimum) two flanged valves installed on the
drilling spool(s) (see Appendix 3, also note that ram type BOPs manufactured with
integral outlets may be used in place of the drilling spool(s)).
• For critical sour wells, the kill system must be connected to two drilling spools. Each
spool must have two flanged valves and one flanged check valve installed (see
Section 16, Figure 5). For critical sour wells, it is acceptable to have only one kill line
running from the isolation valve on the mud line/standpipe that is teed to both
flanged check valves.
• Piping extensions or fluid turns are not permitted between the drilling spool(s) and
the innermost manual valve(s). The innermost valve must be connected directly to the
drilling spool. Crossover flanges between the drilling spool and the innermost manual
valve are permitted.
• The valve next to the drilling spool must be in the closed position during normal
drilling operations.
• All valves in the kill system must be operable with the valve handles in place at all
times.
• The kill system must be valved to isolate the mud line/standpipe from the kill line(s).
• Connections from the last valve on the drilling spool(s) to the mud line/standpipe
may be made using flange, clamp type, threaded fittings, or hammer unions.
• All flange, clamp type, threaded fittings, and hammer union connections used in the
kill system must be properly installed and made up (this includes all studs, bolts,
nuts, etc.).
• It is recommended that the kill line(s) be connected at all times. Only one broken
connection is permitted if the line is disconnected. In the event of a well control
situation, this line must be able to be reconnected immediately.
• Flexible hose(s) may be used in the kill line(s) provided the hose meets the
requirements set out in Section 4.1: Bleed-off, Kill, or Diverter Line(s).
• For critical sour wells, the portion of the kill system from the drilling spools up to
and including the check valves must meet current NACE MR0175 standards.
3.3 Well Classes V and VI and Critical Sour Wells
The kill system must meet the following requirements:
• The kill system must meet the minimum specifications (size, number of lines, flanged
valves, etc.) for the class of well being drilled. (See Appendix 3. For critical sour
wells, also see Section 16, Figure 5.)
• The section of the kill system from the drilling spool connection up to and including
the check valves must have the same pressure rating (as a minimum) as the required
BOP system.
• The kill system must have a minimum of two flanged valves and a check valve
installed on each drilling spool (see Appendix 3).
• The kill system must be valved to isolate the mud line/standpipe from the kill line(s).
• The kill line(s) and the isolation valve(s) on the mud line/standpipe must have a
minimum pressure rating of 34 MPa. It is acceptable to have only one kill line
running from the isolation valve on the mud line/standpipe that is teed to both
flanged check valves.
• Piping extensions or fluid turns are not permitted between the drilling spools and the
innermost manual valves. The innermost valves must be connected directly to the
drilling spools. Crossover flanges between the drilling spools and the innermost
manual valves are permitted.
• The valves next to the drilling spools must be in the closed position during normal
drilling operations.
• All valves in the kill system must be operable with the valve handles in place at all
times.
• Connections from the check valves to isolation valve(s) on the mud line/standpipe
may be made using flange, clamp type, threaded fittings, or hammer unions.
• All flange, clamp type, threaded fittings, and hammer union connections used in the
kill system must be properly installed and made up (this includes all studs, bolts,
nuts, etc.).
• It is recommended that the kill line(s) be connected at all times. Only one broken
connection is permitted if the line is disconnected. In the event of a well control
situation, this line must be able to be reconnected immediately.
• Flexible hose(s) may be used in the kill line(s) provided the hose meets the
requirements set out in Section 4.1: Bleed-off, Kill, or Diverter Line(s).
• For critical sour wells, the portion of the kill system from the drilling spools up to
and including the check valves must meet current NACE MR0175 standards.
4 Flexible Hoses
4.1 Bleed-off, Kill, or Diverter Line(s)
Flexible hose(s) may be installed in the bleed-off, kill, or diverter line(s) provided the
hose(s) meets the following requirements:
• Flexible hose(s) used in the bleed-off and diverter line(s) must have a minimum
working pressure equal to that of the required BOP system (see Appendix 3).
• Flexible hose(s) used in the kill line(s) for well classes II to IV must have a minimum
working pressure equal to that of the required BOP system (see Appendix 3).
• Flexible hose(s) used in the kill line(s) for well classes V and VI must have a
minimum working pressure equal or greater than 34 MPa.
• The hose must have a minimum nominal diameter that meets the requirements for the
class of well being drilled (see Appendix 3).
• The hose must have factory-installed connections.
• The hose must be fire sheathed to provide an adequate fire-resistant rating if used
within 7 m of the well. Adequate fire-resistant sheathing for flexible hoses used in the
bleed-off, kill, or diverter line(s) is defined as a hose assembly that can withstand a
minimum of 5 minutes of 700°C flame temperature at maximum working pressure
without failure.
• The hose must maintain its original shape and not contain bends with a radius less
than the manufacturer’s specified minimum bending radius.
• The hose must be supported to prevent stresses on connecting valves and piping and
protected from mechanical damage.
• All non-flange hoses must be secured.
• Flexible hose(s) used in the diverter line(s) are not permitted within 9 m of the flare
pit or flare tank.
• For critical sour wells, the metallic components of the flexible hose(s) in the bleed-
off line(s) must meet current NACE MR0175 standards.
• For critical sour wells, the elastomeric components of the flexible hose(s) must be
suitable for sour service.
• The hose must be shop serviced and tested once every three years. Certification must
be available at the rig. (See Appendix 5.)
4.2 Flare and Emergency Flare Line(s)
Flexible hose(s) may be installed in the flare and emergency flare line(s) provided the
hose(s) meets the following requirements:
• For class II wells, the hose(s) must have a working pressure equal to or greater than
7 MPa.
• For well classes III-VI, the hose(s) must have a working pressure equal to or greater
than 14 MPa.
• The hose must have a minimum nominal diameter of 76.2 mm throughout.
• The hose must be supported and protected from mechanical damage.
• The hose must be fire sheathed to provide an adequate fire-resistant rating if used
within 7 m of the well. Adequate fire-resistant sheathing for flexible hoses used in the
flare or emergency flare line(s) is defined as a hose assembly that can withstand a
minimum of 5 minutes of 700°C flame temperature at maximum working pressure
without failure.
• Flexible hose(s) used in the flare or emergency flare line(s) are not permitted within
9 m of the flare pit or flare tank.
An emergency flare line is required in the high hazard area and for type 3 and 4 surface
casing reductions (see Section 15).
4.3 Degasser Inlet Line(s)
Flexible hose(s) may be installed in the degasser inlet line(s) provided the hose(s) meets
the following requirements:
• For class II wells, the hose must have a working pressure equal to or greater than
7 MPa.
• For well classes III-VI, the hose(s) must have a working pressure equal to or greater
than 14 MPa.
• The hose must be the same size as the required inlet line(s) (see Table 1 in Section
2.2.4).
• The hose must be supported and protected from mechanical damage.
4.4 Degasser Vent Line
Flexible hose(s) may be installed in the vent line(s) provided the hose(s) meets the
following requirements:
• The hose must be the same minimal nominal diameter throughout as the required
vent line(s) (see Table 1 in Section 2.2.4).
• The hose must maintain its original shape throughout the entire length of the hose.
• Flexible hose(s) used in the vent line(s) are not permitted within 9 m of the flare pit
or flare tank.
5 Winterizing
5.1 Winterizing BOP, Accumulator, Bleed-off, and Kill Systems
During cold weather drilling operations:
• sufficient heat must be provided to the BOP stack, all associated valves, choke
manifold, and accumulator system to maintain their effectiveness;
• the bleed-off, kill diverter, flare, and degasser inlet line(s) must be
- empty, or
- filled with a nonfreezing fluid (e.g., antifreeze) that is miscible with water, or
- heated.
6 BOP Control Systems
6.1 Accumulator System
All BOPs must be hydraulically operated and connected to an accumulator system.
The accumulator system must meet the following requirements:
• For class I wells, it must be capable of providing, without recharging, hydraulic fluid
of sufficient volume and pressure to open the hydraulically operated valve (HCR) on
the diverter line, close the annular preventer on drill pipe/coiled tubing, and retain a
minimum pressure of 8400 kPa on the accumulator system.
• For well classes II, III, and IV, it must be capable of providing, without recharging,
hydraulic fluid of sufficient volume and pressure to open the HCR on the bleed-off
line, close the annular preventer on drill pipe/coiled tubing, close one ram preventer,
and retain a minimum pressure of 8400 kPa on the accumulator system. (See Section
6.1.1 if additional BOP equipment has been installed and is in use.)
• For well classes V and VI, it must be capable of providing, without recharging,
hydraulic fluid of sufficient volume and pressure to open the HCR on the bleed-off
line, close the annular preventer on the drill pipe/coiled tubing, close two ram
preventers, and retain a minimum pressure of 8400 kPa on the accumulator system.
In addition to the above functions, the accumulator system for CTUs drilling classes
V and VI wells must also provide sufficient volume and pressure to shear the coiled
tubing and retain on the accumulator system a minimum pressure of 8400 kPa or the
minimum pressure required to shear the coiled tubing, whichever is greater (sizing
calculations required; see Section 6.5).
If the existing accumulator system cannot meet these requirements because of the
closing volume requirements for the shear ram, the accumulator system’s capacity
and/or pressure must be increased or a separate accumulator system must be installed.
It is also acceptable to supplement the existing accumulator system with a nitrogen
(N2) booster that will provide sufficient volume and pressure to shear the coiled
tubing and retain a minimum accumulator pressure of 8400 kPa or the minimum
pressure required to shear the coiled tubing, whichever is greater.
• For critical sour wells, it must be capable of providing, without recharging, hydraulic
fluid of sufficient volume and pressure to open the HCR on the bleed-off line, close
the annular preventer on the drill pipe/coiled tubing, close, open, and close one ram
preventer, and if blind/shear rams are installed, provide sufficient volume and
pressure to shear the drill pipe/coiled tubing, and retain on the accumulator system a
minimum pressure of 8400 kPa or the minimum pressure required to shear the drill
pipe/coiled tubing, whichever is greater (sizing calculations required; see Section
6.5).
addition of the blind/shear rams, the accumulator system’s capacity and/or pressure
must be increased or a separate accumulator system must be installed. It is also
acceptable to supplement the existing accumulator system with a nitrogen (N2)
booster that will provide sufficient volume and pressure to shear the drill pipe/coiled
tubing and retain a minimum accumulator pressure of 8400 kPa or the minimum
pressure required to shear the drill pipe/coiled tubing, whichever is greater.
• The accumulator system must be installed and operated in accordance with the
accumulator manufacturer’s specifications. All accumulator specifications must be
available at the rig (e.g., manufacturer, number of bottles, capacity of bottles, design
pressure).
• The accumulator system must be connected to the blowout preventers and the HCR
on the bleed-off line, with hydraulic BOP lines (steel and/or nonsteel) of working
pressure equal to or greater than the manufacturer’s design pressure of the
accumulator.
• All nonsteel hydraulic BOP lines located within 7 m of the wellbore must be
completely sheathed with adequate fire-resistant sheathing.
Adequate fire-resistant sheathing for hydraulic BOP hoses is defined as a hose

assembly that can withstand a minimum of 5 minutes of 700°C flame temperature at
maximum working pressure without failure.
• All hydraulic BOP line end fittings located within 7 m of the wellbore must be fire
rated to withstand a minimum of 5 minutes of 700°C flame temperature at maximum
working pressure without failure.
• For well classes I-IV, the accumulator system must be equipped with an automatic
pressure-controlled recharge pump capable of recovering, within 5 minutes, the
accumulator pressure drop resulting from the function test (see Section 6.4.1) of the
BOP components (for the required well class) and the HCR on the diverter/bleed-off
line.
• For well classes V and VI and critical sour wells, the accumulator system must be
equipped with two separate automatic pressure-controlled recharge pumps. The
primary pump must be capable of recovering, within 5 minutes, the accumulator
pressure drop resulting from the function test (see Section 6.4.1) of the BOP
components and the HCR on the bleed-off line. The secondary pump must be capable
of recovering, within 5 minutes, the accumulator pressure drop resulting from
opening the HCR and closing the annular preventer on drill pipe (see Section 6.4.1).
• A check valve must be installed in the accumulator hydraulic system for all well
classes. The check valve must be located between the accumulator charge pump(s)
and the accumulator bottles.
• The accumulator system must be capable of closing any ram type BOP within 30
seconds.
• It must be capable of closing any annular type BOP of a size up to and including
350 mm bore diameter within 60 seconds.
• It must be capable of closing any annular type BOP of a size greater than 350 mm
bore diameter within 90 seconds.
• It must be equipped with an accurate gauge to determine accumulator system
pressure.
• It must be equipped with readily accessible fitting(s) and gauge to determine the
precharge pressure of the accumulator bottles.
• It must be readily accessible.
• It must be housed to ensure the system can be protected from the well in the event of
an uncontrolled flow.
• It must be adequately heated to maintain the accumulator’s effectiveness.
• It must be located at least 15 m from the wellbore.
• The vent on the accumulator reservoir must be installed in such a manner that venting
takes place outside the building (side or top of building).
• The accumulator system must be connected to a backup nitrogen system.
6.1.1 Additional BOP Equipment
If additional BOP equipment has been installed and is in use, there must be sufficient
usable hydraulic fluid available to close the additional BOP component(s) and meet the
requirements of Section 6.1.
All additional BOP equipment that is not in service must be locked out, have the control
handles removed, or have the lines disconnected.
6.2 Backup Nitrogen (N2) System
• For class I wells, the backup N2 system that must be capable of providing N2 of
sufficient volume and pressure to open the HCR on the diverter line, close the
annular preventer on the drill pipe/coiled tubing, and retain a minimum pressure of
8400 kPa on the backup N2 system.
• For well classes II, III, and IV, the backup N2 system must be capable of providing
N2 of sufficient volume and pressure to open the HCR on the bleed-off line, close the
annular preventer on the drill pipe/coiled tubing, close one ram preventer, and retain
a minimum pressure of 8400 kPa on the backup N2 system. (See Section 6.2.1 if
additional BOP equipment has been installed and is in use.)
• For well classes V and VI, the backup N2 system must be capable of providing N2 of
sufficient volume and pressure to open the HCR on the bleed-off line, close the
annular preventer on the drill pipe/coiled tubing, close two ram preventers, and retain
a minimum pressure of 8400 kPa on the backup N2 system.
In addition to the above functions, the backup N2 system for CTUs drilling class V
and VI wells must also provide sufficient volume and pressure to shear the coiled
tubing and retain on the backup N2 system a minimum pressure of 8400 kPa or the
minimum pressure required to shear the coiled tubing, whichever is greater.
If the existing backup N2 system cannot meet these requirements because of the
closing volume requirements of the blind shear ram, the backup N2 system’s capacity
and/or pressure must be increased or a separate backup N2 system must be installed.
It is also acceptable to supplement the existing backup N2 system with an N2 booster
(this may be the same N2 booster system that supplements the accumulator).
• For critical sour wells, the backup N2 system must be capable of providing N2 of
sufficient volume and pressure to open the HCR on the bleed-off line, close the
annular preventer on the drill pipe/coiled tubing, close, open, and close one ram
preventer, and if blind/shear rams are installed, provide sufficient volume and
pressure to shear the drill pipe/coiled tubing, and retain on the backup N2 system a
minimum pressure of 8400 kPa or the minimum pressure required to shear the drill
pipe/coiled tubing, whichever is greater.
For critical sour wells, if the existing backup N2 system cannot meet these
requirements because of the addition of the blind/shear rams, the backup N2 system’s
capacity and/or pressure must be increased or a separate backup N2 system must be
installed. It is also acceptable to supplement the existing backup N2 system with an
N2 booster (this may be the same N2 booster system that supplements the
accumulator).
• The backup N2 system must be connected so that it will operate the BOPs and HCR
on the bleed-off line, as described above, and not allow the N2 to discharge into the
accumulator reservoir or the accumulator bottles (see Appendix 3).
When the backup N2 system is tied in downstream of an accumulator regulator

valve(s), isolation valves are required to prevent venting of N2 through the regulator
into the accumulator reservoir tank.
In addition, the backup N2 system must be
• equipped with a gauge or have a gauge readily available for installation to determine
the backup N2 pressure;
• readily accessible;
• housed to ensure that the system can be protected from the well in the event of an
uncontrolled flow;
• adequately heated to maintain the backup N2 system effectiveness; and
• located at least 15 m from the wellbore.
6.2.1 Additional BOP Equipment
If additional BOP equipment has been installed and is in use, there must be sufficient
usable backup N2 available to close the additional BOP component(s) and meet the
requirements of Section 6.2.
All additional BOP equipment that is not in service must be locked out, have the control
handles removed, or have the lines disconnected.
6.3 BOP Controls
The accumulator system must include a set of operating controls that are readily
accessible from the rig floor (driller’s position) and a set of remote operating controls
(remote position) for each BOP and the HCR on the diverter/bleed-off line.
6.3.1 Floor Controls
Each BOP component and the HCR in the diverter/bleed-off line must have a separate
control located near the driller’s position.
The BOP floor operating controls must also be
• capable of opening and closing each BOP component and the HCR in the
diverter/bleed-off line;
• properly installed, readily accessible, correctly identified, and show function

operations (i.e., open and close); and
• equipped with an accurate gauge indicating the accumulator system pressure.
6.3.2 Remote Controls
Each BOP component and the HCR in the diverter/bleed-off line must have a separate
control located at the remote position (typically located at the accumulator).
The BOP remote operating controls must also be
• capable of opening and closing each BOP component and the HCR in the diverter/
bleed-off line;
• properly installed, correctly identified, and show function operations (i.e., open and
close);
• equipped with an accurate gauge to determine the accumulator system pressure;
• located a minimum of 15 m from the well;
• readily accessible and housed to ensure that the remote controls can be protected
from the well in the event of an uncontrolled flow; and
• adequately heated.
6.3.3 Master Hydraulic Control Manifold Location
The master hydraulic control manifold contains all of the four-way valves and regulators
that control the open and close functions of the BOPs and the HCR on the diverter/bleed-
off line. The four-way valve directs accumulator hydraulic fluid under pressure to the
BOPs.
For critical sour wells, the master hydraulic control manifold must be located at the
remote position.
For well classes I to VI (noncritical), it is recommended that the master hydraulic control
manifold be located at the remote position (typically located at the accumulator).
6.4 BOP Function Test
Function test requirements include checking the function of the BOPs, the HCR on the
diverter/bleed-off line, the accumulator, and the recharge pump.
All BOP components and the HCR on the diverter/bleed-off line must operate from both
the floor and remote controls.
6.4.1 Procedure
When conducting a BOP function test, the following procedures must be followed:
• If there is no drill pipe in the well, have the crew run in a single joint in order to
function test the annular and pipe rams.
• Have the crew drain the BOP stack (summer and winter). During winter operations,
have the crew close the manual valve in the bleed-off line (for the function test only)
to ensure that no drilling fluid enters the line (or, if antifreeze is used in the line, it is
not lost from the line).
• Have the crew shut off the accumulator recharge pump. The accumulator system
pressure at the time of the inspection must be used for the BOP function test. The
accumulator must not be recharged prior to conducting the test.
• Observe and record the accumulator pressure.
• Have the function test conducted using the BOP controls that actuate the hydraulic
four-way valve controls on the master hydraulic control manifold.
• For class I wells, have the crew open the HCR on the diverter line and close the
annular preventer.
• For well classes II to VI, have the crew open the HCR on the bleed-off line, close the
annular preventer, and close the pipe ram preventer. (See Section 6.1.1 if additional
BOP equipment has been installed and is in use.)
• For well classes V and VI, have the crew open the HCR on the bleed-off line, close
the annular preventer, and close both sets of pipe ram preventers. (See Section 6.1.1
if additional BOP equipment has been installed and is in use.)
• For critical sour wells, have the crew open the HCR on the primary bleed-off line
(both HCRs if two are in use), close the annular preventer, close both sets of pipe ram
preventers, and open one ram preventer.
• Observe and record the closing times.
The allowed closing time is 30 seconds for the rams, 60 seconds for annular
preventers up to 350 mm, and 90 seconds for annular preventers over 350 mm.
• Visually check the position of the annular, rams, and the HCR (to ensure that they
functioned properly).
• After the function test is completed, observe and record the accumulator pressure.
The accumulator pressure must not drop below 8400 kPa.
For critical sour wells and CTUs drilling class V and VI wells, if blind/shear rams are
installed, an accumulator sizing calculation must be conducted (see Section 6.1 and
Appendix 7, sample calculation #2, for critical sour wells).
• Have the crew turn on the primary recharge pump. The accumulator must recharge to
the original starting pressure (the accumulator pressure at which the BOP function
test started) within 5 minutes.
• Have the crew open the pipe rams, open the annular, close the HCR, and open the
manual valve on the bleed-off line.
• To ensure that the secondary recharge pump is adequate (for well classes V and IV
and critical sour wells), have the crew shut off the primary and secondary
accumulator recharge pumps. Have the crew open the HCR on the primary bleed-off
line and close the annular preventer (on drill pipe). Using the secondary pump only,
recharge the accumulator system to the original starting pressure (the accumulator
pressure at which the BOP function test started). System must recharge within 5
minutes.
• Have the crew remove the single joint of drill pipe from the well (if one was run).
• Have the crew function test the blind rams to ensure that they function properly (if no
pipe in the hole).
6.4.2 Daily and Weekly
The BOPs must be function tested as follows:
• The annular(s) and pipe rams must be function tested daily (as a minimum).
• Blind rams must be function tested daily when the drill string is out of the hole.
• The HCR must be function tested weekly (as a minimum).
• For wells with a diverter system installed, the annular and HCR must be function
tested prior to commencement of drilling.
6.4.3 Recording
The actual BOP components function tested by the crews must be recorded in the drilling
logbook (e.g., annular preventer function tested – annular fully closed in 20 seconds).
6.5 Accumulator Sizing Calculations
The inspector must complete accumulator-sizing calculations when a function test as

outlined above cannot be conducted and when blind/shear rams are in use (critical sour
wells and CTUs drilling class V and VI wells).
Accumulator sizing calculations are performed to determine if the accumulator can

provide sufficient usable hydraulic fluid at a minimum pressure of 8400 kPa (or when
blind/shear rams are in use, the minimum pressure required to shear the drill pipe/coiled
tubing, whichever is greater) to effectively close the required BOP components, open the
HCR on the bleed-off line, and operate any additional BOP equipment in use with the
accumulator recharge pump turned off.
Usable hydraulic fluid is defined as the stored hydraulic fluid available at a minimum
pressure of 8400 kPa (or when blind/shear rams are in use, the minimum pressure
required to shear the drill pipe/coiled tubing, whichever is greater).
6.5.1 System Specifications
The inspector must determine and record the accumulator system’s make, design
pressure, accumulator system pressure (upstream of any regulators), accumulator bottle
size(s), number of accumulator bottles, and total accumulator volumetric capacity (see
Table 2: Accumulator Bottle Capacity (page 46). The accumulator system pressure at the
time of the inspection must be used for the accumulator sizing calculations.
When conducting an accumulator sizing calculation, the inspector should complete a

Drilling BOP/Accumulator/Backup Nitrogen Data worksheet (see Worksheet No. 1:
BOP/Accumulator/Backup Nitrogen Data, page 47).
6.5.2 Determining Precharge Pressure
The inspector must have the crew check the precharge pressure (if wellbore conditions
allow) on each accumulator bottle to determine the average precharge pressure. This
requires depressurizing the accumulator. The inspector must record the average pressure
(see Table 3: Manufacturer’s Recommended Precharge Pressures).
6.5.3 Determining Usable Accumulator Hydraulic Fluid Volume at a Minimum Pressure of

8400 kPa
Two methods are provided:
• Method 1 uses a graph and is the preferred method to be used during inspections
because of its simplicity.
• Method 2, in Appendix 7, is the alternate method and requires more detailed

calculations. The graph used in Method 1 is derived from the equations shown in
Method 2.
If a blind/shear ram is in use, accumulator sizing calculations must be conducted using

Method 2 (see Appendix 7, sample calculation 2, for critical sour wells).
6.5.4 Method 1
Determine usable accumulator fluid volume above 8400 kPa using Figure 1 and the
following steps:
• Using Figure 1, plot the accumulator system pressure and the average precharge
pressures (obtained from Sections 6.5.1 and 6.5.2 respectively).
• Follow the accumulator system pressure line on the graph until it intersects with the
vertical precharge pressure line.
• Then follow on the horizontal line to the left vertical axis of the graph and read the
percentage (0-60%) from “Percent of Accumulator Fluid Usable Above 8400 kPa.”
• Calculate usable accumulator hydraulic fluid available at a minimum pressure of

8400 kPa by multiplying the percentage (determined above) by the volumetric
capacity of the accumulator bottle(s) (as determined from Section 6.5.1).
Usable accumulator hydraulic fluid available (at a minimum pressure of 8400 kPa)
= Percentage x Total accumulator volumetric capacity
6.5.5 Determining BOP Component Hydraulic Fluid Requirements
Determine the total hydraulic fluid volume needed to close the required BOP components
and open the HCR on the bleed-off line (see Appendix 9: BOP Fluid Volume
Requirements). Include the volume required to operate any additional BOP components
in use.
6.5.6 Completing the Sizing Calculation
Compare the total fluid volume needed to close the required BOP components (and any
additional BOP equipment in use) and open the HCR on the diverter/bleed-off line with
the volume of usable accumulator hydraulic fluid at a minimum pressure of 8400 kPa,
calculated earlier.
• The accumulator is adequately sized if the calculated usable fluid volume available
(at a minimum pressure of 8400 kPa) is greater than the fluid volume needed to close
the required BOP components, open the HCR on the diverter/bleed-off line, and
operate any additional BOP equipment in use (see Example 1: Accumulator Sizing
Calculation on next page).
Example 1. Accumulator Sizing Calculation
Rig Accumulator Specifications
Accumulator: 151.6 litres (L)

Operating pressure: 21 mPa
Precharge pressure: 7 mPa
Calculated Usable Fluid at a Minimum Pressure of 8400 kPa
Percentage of usable fluid (above 8400 kPa) available at current operating pressures (as
determined from Figure 1) = 50 %
Usable accumulator hydraulic fluid available (above 8400 kPa)

= Percent x Total accumulator volumetric capacity
50 x 151.6 = 75.8 L
100
Total Usable Fluid at a Minimum Pressure of 8400 kPa = 75.8 L
Rig BOP (21 mPa) Component Volumes
254 mm Hydril GK Annular BOP closing volume required = 28.1 L

254 mm Hydril Manual Lock Pipe Rams* closing volume required = 12.5 L
101.6 mm Cameron HCR opening volume required = 2.0 L
Total Closing/Opening Volume Required = 42.6 L
Accumulator Sizing Results
The accumulator is adequately sized, since the usable fluid volume available at a minimum
pressure of 8400 kPa (75.8 L) exceeds the fluid volume required (42.6 L) to close the
annular, pipe rams, and open the HCR.
________________
*
If two sets of pipe rams are required or in service, the closing volume for each set must be included in the
calculations.
Table 2. Accumulator bottle capacity1
Cylindrical Spherical
5 gal 10 gal 11 gal 15 gal 80 gal
bottles2 litres3 bottles2 litres3 bottles2 litres3 bottles2 litres3 bottles2 litres3
1 15.1 1 34.1 1 37.9 1 53.0 1 299.0
2 30.3 2 68.1 2 75.7 2 106.0 2 598.1
3 45.4 3 102.2 3 113.6 3 159.0 3 897.1
4 60.6 4 136.3 4 151.4 4 212.0 4 1196.2
5 170.3 5 189.3 5 265.0
6 204.4 6 227.1 6 318.0
7 238.5 7 265.0 7 371.0
8 272.5 8 302.8 8 424.0
9 306.6 9 340.7 9 477.0
10 340.7 10 378.5 10 530.0
1 Accumulator bottles are sized in U.S. gallons (U.S. gallons x 3.7854 = litres). One U.S. gallon has been subtracted from the nominal size of
each accumulator bottle to account for the displacement of the bladder or float assembly (required when determining accumulator volumetric
capacity).
2 Nominal volume in U.S. gallons.
3 Actual volume in litres (one U.S. gallon has already been subtracted from these bottles prior to converting to litres).
Table 3. Manufacturer’s recommended precharge pressures1

Accumulator system operating pressure (kPa) Recommended Precharge Pressure (± 10%) (kPa)
10 500 5 250
14 000 7 000
21 000 7 000
34 000 10 300
1 When conducting accumulator-sizing calculations, the accumulator is considered adequate, regardless of its precharge pressure, if sufficient
usable fluid is available to complete the required BOP function tests and maintain a minimum pressure of 8400 kPa on the accumulator
system, or if blind/shear rams are in service, the minimum pressure required to shear the coiled tubing/drill pipe, whichever is greater (see
Appendix 7).
Worksheet No. 1: BOP/Accumulator/Back-up N2 Data
BOP Data
CONTRACTOR RIG No. STACK: PRESSURE RATING kPa
SIZE mm
NACE TRIM
NACE CERTIFIED
Annular Annular MAKE MODEL
CLOSING VOLUME LITRES
Rams Ram : Pipe MAKE MODEL
Rams Ram : Blind MAKE MODEL
Spool HCR : MAKE SIZE
OPENING VOLUME LITRES
Rams Ram : Pipe MAKE MODEL
Spool TOTAL VOLUME LITRES
Casing bowl
ACCUMULATOR DATA NITROGEN BACKUP DATA
Make Number of bottles

Design pressure rating _______________________ (kPa) Bottle capacity (L)
Operating pressure__________________________ (kPa) Average N2 pressure (kPa)
Bottle capacity (L) Total bottle capacity (L)
Number of bottles Volume usable above 8400 kPa (L)
Average precharge pressure __________________ (kPa)
Total bottle capacity____________________________(L)
Volume usable above 8400 kPa__________________ (L)
60
50
Percentage of accumulator fluid-
usable above 8400 kPa
40
30
20
10
0
0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Precharge pressure (MPa) Accumulator system pressure (MPa)
Manufacturer's recommended precharge range (see Table 2)
Figure 1. Usable accumulator fluid volume above 8400 kPa (Drawing credit: Ken Caldwell)
6.6 Backup Nitrogen Sizing Calculations
The inspector must complete backup nitrogen (N2) sizing calculations.
N2 sizing calculations are conducted to determine if the backup N2 system can provide
sufficient usable N2 at a minimum pressure of 8400 kPa (or when blind/shear rams are in
use, the minimum pressure required to shear the coiled tubing/drill pipe, whichever is
greater) to effectively close the required BOP components, open the HCR on the
diverter/bleed-off line, and operate any additional BOP equipment in use with the
accumulator isolated.
Usable backup N2 fluid is defined as the equivalent litres of stored N2 available at a

minimum pressure of 8400 kPa (or when blind/shear rams are in use, the minimum
pressure required to shear the coiled tubing/drill pipe, whichever is greater).
The following sections outline the information and procedures required to conduct
backup N2 sizing calculations.
6.6.1 System Specifications
The inspector must determine and record the number, capacity and average pressure of
the backup N2 bottle(s) in service (see Figure 2: Usable N2 Fluid Volume Above
8400 kPa).
A Drilling BOP/Accumulator/Backup Nitrogen Data worksheet should be completed (see

Worksheet No. 1: Drilling BOP/Accumulator Data).
6.6.2 Determining Usable Backup N2 Fluid Volume at a Minimum Pressure of 8400 kPa
Two methods are provided:
• Method 1 uses a graph and is the preferred method to be used during inspections
because of its simplicity (see Section 6.6.3). As illustrated in this section, this method
assumes that all N2 bottles are the same size.
• Method 2, shown in Appendix 8, is the alternate method and requires more detailed
calculations. The graph used in Method 1 is derived from the equations shown in
Method 2.
If a blind/shear ram is in use, backup N2 sizing calculations must be conducted using

Method 2 (see Appendix 8, Sample Calculation 2 - For Critical Sour Wells).
6.6.3 Method 1
Determine usable backup N2 fluid volume at a minimum pressure of 8400 kPa using
Figure 2 and the following steps:
• Using Figure 2, plot the average pressure of the bottle(s) in service on the left vertical
axis.
• Draw a horizontal line to the right until it intersects the actual bottle size line in use.
EUB Directive 036: Drilling Blowout Prevention Requirements and Procedures ( February 2006) • 49
• Then, draw a perpendicular line from this intersection point down to the horizontal
axis.
• Read the equivalent litres of usable N2 off the horizontal axis.
• Now multiply the number of bottle(s) by the equivalent litres of usable N2.
Equivalent litres of usable N2, (at a minimum pressure of 8400 kPa)

= Equivalent litres of usable N2 x number of backup N2 bottle(s)
6.6.4 Determining BOP Component Backup N2 Requirements
Determine the total fluid volume needed to close the required BOP components and open
the HCR on the diverter/bleed-off line (see Appendix 9). Include the volume required to
operate any additional BOP equipment in use.
6.6.5 Completing the Sizing Calculation
Compare the total fluid volume needed to close the required BOP components, open the
HCR on the diverter/bleed-off line, and operate any additional BOP equipment in use
with the volume of equivalent litres of usable backup N2 at a minimum pressure of 8400
kPa calculated earlier.
• The backup N2 supply is adequate if the calculated equivalent litres of usable backup
N2 is greater than the fluid volume required to close the required BOP components,
open the HCR on the diverter/bleed-off line, and operate any additional BOP
equipment in use (see Example 2: Backup N2 Sizing Calculation).
Example 2. Backup N2 Sizing Calculation
Rig N2 Specifications
Number of bottles: 2
Bottle capacity: 42 L
Bottle 1 pressure: 17.5 mPa
Bottle 2 pressure: 14.0 mPa
Determine Average Bottle(s) Pressure
Average bottle pressure = 17.5 mPa + 14.0 mPa

2 bottles = 15.75 mPa
Calculated Equivalent Litres of Usable N2 at a Minimum Pressure of 8400 kPa
Equivalent litres of usable N2 per bottle at a minimum pressure of 8400 kPa = 37 L

(as determined from Figure 2)
Total equivalent litres of usable N2 (at a minimum pressure of 8400 kPa)

= equivalent litres of usable N2 x number of backup N2 bottle(s)
2 x 37.0 L = 74.0 L
Rig BOP (21 mPa) Component Volumes
254 mm Hydril GK annular BOP closing volume required = 28.1 L

254 mm Hydril manual lock pipe rams* closing volume required = 12.5 L
101.6 mm Cameron HCR opening volume required = 2.0 L
Total Closing/Opening Volume Required = 42.6 L
Backup Nitrogen—Backup N2 Sizing Results
The backup N2 is adequately sized, since the equivalent litres of usable N2 available
at a minimum pressure of 8400 kPa (74.0 L) exceeds the N2 volume required (42.6 L)
to close the annular and pipe rams in service and open the HCR on the bleed-off line.
________________
* If two sets of pipe rams are required or in service, the closing N2 volume for each set must be included in the
calculations.
35
34
33
21 L 42 L 50 L
32
31
30
29
28
27
Nitrogen bottle pressure (MPa)
26
25
24
23
22
21
20
19
18
17 Bottle dimensions
16 Height Diameter Capacity
15 1.52 m 0.235 m 50 L fluid
1.42 m 0.230 m 42 L fluid
14 1.22 m 0.180 m 21 L fluid
13 *Bottle height must be taken from
12 the top of the valve
11
10
9
8.4
0 10 20 30 40 50 60 70 80 90 100 110 120 130 140 150 160 170
Equivalent litres of usable nitrogen above 8400 kPa
Figure 2. Usable nitrogen fluid volume above 8400 kPa (Drawing credit: Ken Caldwell)
7 Pressure Testing
Prior to drilling out the surface, intermediate, and production casing, the licensee must
ensure that the following components (when required or in use) are pressure tested: each
BOP, casing string, stabbing valve, inside BOP, lower kelly cock, choke manifold, bleed-
off and kill lines and all associated valves.
7.1 Class I Wells
Class I wells do not require BOP pressure testing. However, a leak test of a minimal
pressure is recommended.
7.2 Well Classes II to VI
For well classes II to VI, pressure testing must be conducted as follows:
• The pressure test must be conducted using a low-viscosity fluid.
• The low-pressure test must be conducted before the high-pressure test.
• All valves in the choke manifold and bleed-off and kill systems must be individually
pressure tested to confirm their isolation.
Adjustable chokes do not require pressure testing. It is recommended that the

adjustable chokes be confirmed as functional by pumping fluid through the chokes
and noting restriction ability.
• The stabbing valve, inside BOP, and lower kelly cock (when required or in use) must
be pressure tested from the bottom.
An inside BOP consisting of pump-down check valve and a landing sub that is
integral part of the drill string must also be pressure tested.
• A casing hanger plug must be run to isolate the intermediate/production casing from
the BOPs if the required test pressure will exceed 67 per cent of the bottomhole
pressure (BHP) at the casing setting depth.
• Variable bore rams must be pressure tested on the largest and smallest drill pipe sizes
that will be used in the drill string.
• For a satisfactory pressure test, all components must maintain a stabilized pressure of
at least 90 per cent of the required test pressure over a minimum 10-minute interval.
• All pressure test details (i.e., individual BOP components tested, test duration, low
and high pressure test details) must be recorded in the drilling logbook.
Third-party pressure test documentation is an acceptable substitute for detailed

pressure test data entry in the drilling logbook. This documentation must be available
at the rig and referenced in the drilling logbook.
Tables 4, 5, and 6 summarize the pressure testing requirements.
Table 4. Low-pressure testing requirements prior to drilling out surface, intermediate, or production
casing
BOP equipment Test pressure (kPa) Test duration (minutes)
Annular 1400 10
Rams
Bleed-off line and valves
Manifold valves
Kill line and valves
Stabbing valve
Inside BOP
Lower kelly cock
Surface/intermediate/production casing
Table 5. High-pressure testing requirements prior to drilling out surface casing

Annular The lesser of 10
Rams 7000 kPa or 50 times (x) setting
Bleed-off line and valves depth (m) of the surface casing
Manifold valves
Kill line and valves
Stabbing valve
Inside BOP
Lower kelly cock
Surface casing
Table 6. High-pressure testing requirements prior to drilling out intermediate or production casing
Annular 50 per cent of the working pressure of 10
the required BOP system for the well
class (see Appendix 3)
Rams To a minimum pressure of the required 10

Bleed-off line and valves BOP system, based on the well class
Manifold valves (see Appendix 3); e.g., class III well: a
Kill line and valves minimum 14 000 kPa pressure test
Stabbing valves required
Inside BOP
Lower kelly cock
Intermediate or production casing A pressure equal to 67 per cent of the 10

BHP at the casing setting depth; if the
actual BHP is unknown, a gradient of
11 kPa/m may be used for calculating
a theoretical BHP (e.g., BHP = 11
kPa/m x casing setting depth)
8 Engines
8.1 Shutoff Devices
The purpose of shutoff devices on internal combustion engines (diesel, gasoline, propane,
etc.) is to reduce potential sources of ignition in the event of a gas blow from the well by
quickly shutting down the engines.
8.1.1 Diesel Engine(s)
Any drilling rig diesel engine operating within 25 m of a well during the drilling
operation must be equipped with one of the following:
• an air intake shutoff device(s) equipped with a remote control readily accessible from
the driller’s position;
• a system capable of injecting an inert gas into the engine’s cylinders, which must be
equipped with a remote control readily accessible from the driller’s position;
• an air intake for the engine located at least 25 m from the well; or
• another approved device.
Any other diesel engines within 25 m of a well that must remain operational (engine
running) while on lease (during the drilling operation), such as those in power tong
trucks, logging trucks, and cementing trucks, must be equipped with proper engine
shutoff devices that are readily accessible from the truck operator’s working position.
8.1.2 Gasoline Engine(s)
Any gasoline (including propane powered) engine operating within 25 m of a well during
the drilling operation must be equipped with an ignition shutoff device that is readily
accessible.
8.1.3 Vehicles Without Shutoff Devices
Internal combustion engines that operate on lease and are not equipped with an engine
shutoff device may operate for a short duration within 25 m of a well provided that the
licensee representative first assesses the on-site safety.
• This includes vehicles loading and unloading equipment, tubular goods, and supplies
(such as water and fuel).
8.1.4 Testing and Recording
For class I wells (wells using a diverter system), engine shutoff devices must be tested
prior to commencement of drilling operations and weekly thereafter (if the rig is on the
same well).
For well classes II-VI, all required internal combustion engine shutoff devices must be
tested prior to drilling out the surface casing shoe and weekly thereafter.
Test results must be recorded in the drilling logbook.
For critical sour wells, all required internal combustion engine shutoff devices must be
tested
• prior to drilling out the surface casing shoe and weekly thereafter,
• prior to drilling out the intermediate casing shoe and weekly thereafter, and
• within the 24-hour period prior to penetrating the critical zone. (If intermediate
casing is set immediately above the critical zone, this would coincide with the
above.)
Test results must be recorded in the drilling logbook.
8.1.5 Conducting Engine Shutoff Test(s)
When conducting any internal combustion engine shutoff test, the inspector must
• consult with the licensee representative to ensure that hole conditions are stable;
• ensure that the engine is idling;
• ensure that the engine being tested is isolated from other engines (clutches
disengaged, etc.), so that each engine will stop independently; and
• ensure that the engine(s) power down rapidly and stop completely for the test(s) to be
successful. (Engine lugging is not acceptable.)
8.2 Engine Exhaust
Any exhaust pipe from an internal combustion engine located within 25 m of any well,
storage tank, or other source of ignitable vapours must be constructed so that
• any emergence of flame along its length or at its end is prevented;
• the end of the exhaust pipe is not closer than 6 m from the vertical centreline
(projected upward) of the well; and
• the end of the exhaust pipe is not directed towards the well.
9 Mud Tanks and Fluid Volume Monitoring Systems
9.1 Mud Tanks
All wells being drilled must have mud tanks with an appropriate mud tank fluid volume
monitoring system. This applies to all well classes.
9.2 Mud Tank Fluid Volume Monitoring System
When drilling fluid returns are being directed to a mud tank, a fluid volume monitoring
system must be in service. In situations where drilling fluid returns are being directed to
the sump (e.g., flocculating system), the fluid volume monitoring system must be
installed and ready to be put in service.
The system must be capable of measuring an imbalance in the volume of fluids entering
and returning from the well.
9.2.1 Nonautomated (Nonelectronic) Fluid Level Monitors
For well classes I to IV, a nonautomated mud tank fluid volume monitoring system may
be used (unless well licence provisions require an automated system). A nonautomated
monitoring system may be mechanical, pneumatic, or hydraulic.
For wells that are being drilled with oil-based drilling fluids and for critical sour wells, an
automated mud tank fluid volume monitoring system is required (see Section 9.2.2).
The most commonly used nonautomated mud tank fluid volume monitoring system is
mechanical. It typically consists of a float located in a mud tank compartment (where
gains and losses in total mud tank fluid volume can be detected) and a cable and pulley
system connecting the float to a fluid level-monitoring indicator that can be read from the
driller’s position. An increase or decrease in tank volume causes the indicator to rise or
fall according to the position of the float.
The nonautomated mud tank fluid volume monitoring system must meet the following
requirements:
• The monitoring system must be capable of measuring a change of +2 m3 (maximum)

in total tank volume.
• The float/sensor for the monitoring system must be located in the appropriate mud
tank compartment.
• The monitoring indicator must have readable and accurate increments.
• The driller must know the volume of fluid per increment.
• The monitoring indicator must be located near and readable from the driller’s
position.
• The driller must know the normal fluid level at all times in the mud tanks (as
indicated by the fluid level-monitoring device).
• The fluid volume monitoring system must operate properly.
If an automated system is used on wells in classes I to IV, it must meet all the
requirements of an automated system.
9.2.2 Automated (Electronic) Mud Tank Fluid Volume Monitoring Systems
For well classes V and VI, critical sour wells, and all wells drilled with oil-based drilling
fluids, an automated mud tank fluid volume monitoring system that is electronically
operated must be used.
An automated mud tank fluid volume monitoring system consists of a series of sensors
located in each active compartment of the mud tank(s). These sensors indicate the mud
level in each compartment and transmit the data continuously to an electronic monitoring
station located at the driller’s position. The system also includes an alarm to alert the
driller to a preset increase or decrease in total tank volume.
The automated mud tank fluid volume system must meet the following requirements:
• The monitoring system must be equipped with mud tank fluid volume sensors in each
active mud tank compartment.
• The monitoring system must provide accurate mud tank fluid volume readings that
are being continuously reported on an electronic monitoring station.
• The electronic monitoring station must be readable from and located near the
Driller’s position.
For critical sour wells, the electronic monitoring station must be equipped with chart
recorders.
• The monitoring system must be capable of detecting a change of ±2 m3 (maximum)
in total tank volume.
For critical sour wells, the monitoring system must be capable of detecting a change
of ±1 m3 in total tank volume.
• The monitoring system must be equipped with an alarm to alert the driller of a
change of ±2 m3 in total tank volume while drilling.
For critical sour wells, a visual indicator must be installed (e.g., a highly visible
flashing light) that will come on automatically whenever the alarm system is shut off.
• The driller must fully understand the system being used.
A flow line sensor is another monitoring device that can be used in conjunction with an
automated mud tank volume monitoring system. The flow line flow sensor cannot be
used alone as a monitoring device, but can be installed to augment the automated mud
tank volume monitoring system.
9.2.3 Automated (Electronic) Mud Tank Fluid Volume Monitoring Systems—Surface

Casing Reductions
For wells being drilled with reduced surface casing, additional monitoring requirements
may apply. See Section 2.3 of Directive 8.
9.3 Trip Tank—Design and Fluid Level Monitoring
For all wells being drilled, a trip tank must be used.
The trip tank must

• be equipped with a fluid level-monitoring system that will accurately measure the
volume of drilling fluid required to fill the hole while tripping the drill string from the
well;
• be designed with both the suction and return lines connected to the trip tank when
tripping the drill string into and from the well; and
• be equipped with a fluid level indicator that is visible from the driller’s position in
readable increments, and the driller must know the volume of fluid per increment for
the system being used.
If the drill string is being circulated while tripping tubulars (coiled tubing units or top
drives), hole fill volumes must be monitored using an electronically operated automated
mud tank fluid volume monitoring system (see Sections 9.3.1 and 9.3.2). This procedure
(circulating while tripping) requires an isolated circulating system. Fluids must be
circulated either from the trip tank with returns back to the trip tank or alternatively from
the suction tank with returns directed back to the suction tank.
9.3.1 Well Classes I, II, and III
If a trip tank is being used with a surface area less than or equal to 3.0 m2:
• the trip tank must be designed such that a change in fluid level of 25 mm equals a
fluid volume change of not more than 0.08 m3, and
• either a nonautomated or an automated fluid volume monitoring system may be used.
If a nonautomated fluid volume monitoring system is used:

• the volume increments on the monitoring board must not be greater than 0.08 m3.
If an automated fluid volume monitoring system is used:

• the system must be capable of measuring volume changes of 0.04 m3 or less and the
monitoring system must have a minimum readout to 2 decimal places.
If a trip tank is being used with a surface area greater than 3.0 m2:
• an automated fluid volume monitoring system must be used—this system must be
capable of measuring volume changes of 0.04 m3 or less and the monitoring system
must have a minimum readout to 2 decimal places..
If a trip or suction tank is being used to monitor fluid volumes when wells are circulated
during tripping operations (coiled tubing units or top drives) (see Section 9.3):
• an automated fluid volume monitoring system must be used—this system must be
capable of measuring volume changes of 0.04 m3 or less and the monitoring system
must have a minimum readout to 2 decimal places.
9.3.2 Well Classes IV, V, and VI
Where a trip tank is being used with a surface area less than or equal to 6.0 m2:
• the trip tank design must be such that a change in fluid level of 25 mm equals a
volume change of not more than 0.15 m3; and


Where a trip tank is being used with a surface area greater than 6.0 m2:
• an automated fluid volume monitoring system must be used. This system must be
capable of measuring changes of 0.08 m3 or less and the monitoring system must
have a minimum readout to 2 decimal places.
Where a trip or suction tank is being used to monitor fluid volumes when wells are
circulated during tripping operations (coiled tubing units or top drives) (see Section 9.3):
9.3.3 Critical Sour Wells
The trip tank design must be such that

• a change of fluid level of 25 mm equals a volume change of not more than 0.08 m3,
and
• the minimum usable trip tank volume must not be less than 3.0 m3; and


10 Well-Site Supervision and Certification
10.1 Well-Site Supervision
For all wells being drilled, the licensee must provide the following:
• an on-site licensee representative (not the rig manager), who is responsible for the
supervision of the drilling operations, and
• an on-site rig manager, who is responsible for the supervision of the drilling rig.
Both of these supervisors may make trips off-site, however they must be readily available
within two hours’ travelling time.
The licensee well-site representative and the rig manager cannot supervise other
drilling/servicing operations at the same time.
For critical sour wells, prior to penetrating and during the drilling of the critical sour
zone, there must be 24-hour on-site supervision. This requires a minimum of two well-
site licensee representatives (not the rig manager) who must work no longer than a shift
of 12 hours. The licensee’s well-site representatives must be qualified and experienced in
drilling sour wells.
10.1.1 Tripping and Well Control Situations
When potential hydrocarbon-bearing zones have been penetrated, either the licensee
well-site representative or the rig manager must be on site while tripping in or out of the
well. If it becomes necessary to make an unscheduled trip when neither of these
individuals is present, the trip may commence immediately after contacting the licensee
representative or rig manager. The individual(s) must then return to the well site
immediately.
During well control situations, both of these individuals must be on site.
10.2 Blowout Prevention Certificates—Enform

(formerly the Petroleum Industry Training Service (PITS)
The licensee’s representative, rig manager, and driller must be trained and certified by
Enform in the operation of blowout prevention equipment and well control.
10.2.1 First-Line Supervisor’s Certificate
The driller must possess either a valid First-Line Supervisor’s Blowout Prevention
Certificate or a Second-Line Supervisor’s Well Control Certificate issued by Enform.
Certificates expire on the date recorded on the certificate.
If the driller does not possess a valid Enform certificate, the drilling operations must be
suspended (if safe to do so). Operations will not be allowed to resume until the driller is
replaced with a qualified individual. The EUB may allow the rig manager to temporarily
replace the driller and continue drilling operations (if safe to do so), providing that the
replacement driller is en route.
10.2.2 Second-Line Supervisor’s Well Control Certificate
The licensee’s well-site representative and rig manager must possess a valid Second-Line
Supervisor’s Well Control Certificate issued by Enform.
Certificates expire on the date recorded on the certificate.
If any of the above individuals do not possess a valid Enform certificate, the drilling
operations must be suspended (if safe to do so). Operations will not be allowed to resume
until such persons are replaced with qualified individuals. The EUB may allow drilling
operations to continue (if safe to do so), providing that the replacement individual(s) are
en route.
11 Well Control, Crew Training, and Tripping
11.1 Well Control
At all times during the drilling of a well, the licensee must conduct operations and
maintain control equipment and casing so that any oil, gas, or water encountered can be
effectively controlled.
The licensee must ensure that during overbalanced drilling, sufficient drilling fluid
density is maintained at all times to control formation pressures throughout the drilling of
the well. The licensee must also ensure that all procedures, calculations, formulas, casing
and tubular capacities and displacements, rig pump specifications, and current well data
needed to control a kick at a well are available on location.
A kick is any unintended entry of water, gas, oil, or other formation fluid into a wellbore
that is under control and can be circulated out.
11.1.1 Maximum Allowable Casing Pressure (MACP)
The MACP must be calculated in accordance with the well control procedures provided
in the Enform Second Line Supervisor’s Well Control Manual.
For well classes II – VI and critical sour wells, the maximum allowable casing pressure to
be held at surface during a well control situation must be posted at the
• manifold shack, and
• remote choke control location (when a remote choke control is installed and/or
required).
11.1.2 Reduced Speed Pump Pressure (RSPP)
The RSPP is a basic component in any well control event. The RSPP is the minimum
amount of pump pressure required to overcome the mud circulation system’s pressure
losses needed to circulate the well at a reduced rate.
For well classes II – VI and critical sour wells, when potential hydrocarbon-bearing zones
have been penetrated, the reduced pump speed and the reduced pump pressure that will
be used to circulate out a kick from the wellbore must be recorded in the drilling logbook
at least once per tour.
11.1.3 Blowout Prevention and Well Control Procedures
Blowout prevention and well control procedures must be posted in the doghouse.
Procedures posted must, as a minimum, include
• flow check procedures,
• kick warning signs,
• crew positions during well control situations,
• well shut-in procedures, and
• well control methods.
Posting of the Blowout Prevention and Well Control Procedures chart issued by the
Canadian Association of Oil Well Drilling Contractors (CAODC) is recommended.
11.1.4 STICK Diagram
A “STICK” diagram is a well data information sheet specific to the drilling operation of a
well (obtained from researching offset well records). It must provide the appropriate on-
site personnel (e.g., licensee, rig manager, driller) with sufficient well control information
to drill the well and must be posted in the doghouse.
The STICK diagram must include, as a minimum, the following information:
• geological tops,
• anticipated formation pressures and mud weights required to control them,
• potential problem zones (e.g., lost circulation, water flows, gas flows),
• abnormal pressured zones (e.g., reservoir pressure maintenance),
• potential H2S zones, and
• other well occurrence information.
The appropriate on-site personnel must review and understand the information provided
in the STICK diagram prior to drilling out the surface casing shoe or prior to the
commencement of drilling operations with a diverter system.
11.2 Crew Training
The rig crew must be trained in the operation of the BOP equipment and kick detection.
11.2.1 BOP Drills
BOP drills must be conducted as follows:
• The crew on tour must conduct a BOP drill

- prior to commencement of drilling with a class I diverter system installed, and
- before drilling out the surface, intermediate, or production casing shoe.
• Other crews must conduct BOP drills on their first tour after drill-out.
• Thereafter, BOP drills must be conducted every seven calendar days (if on the same
well).
• For critical sour wells, all crews must conduct an additional BOP drill within the
24-hour period prior to penetration of the critical zone.
11.2.2 Crew Alert Method
An operable alert device must be installed for alerting the crew in the event of a well
control situation or when conducting BOP drills.
11.2.3 Conducting Crew BOP Drills—Inspector’s Involvement
The licensee’s well-site representative and/or the rig manager should be requested to
coordinate the BOP drill, following the procedures outlined in Appendix 10:
• A crew BOP drill should be conducted during the inspection if it is operationally

prudent to do so.
• If adverse hole conditions will not permit a hands-on BOP drill, have the licensee’s
representative and/or rig manager conduct a verbal drill.
• The BOP drill conducted should determine the crew’s ability to detect a well kick
and perform a shut-in for the operation in progress at the time of the inspection.
• The crew must be capable of applying well control procedures in all drilling
situations (e.g., drilling, tripping, out of the hole).
11.2.4 Crew Assessment and Procedures
The Crew Procedures Tables (Appendix 10) and the Crew Training Assessment Form
(Appendix 11) may be used as a guide when observing drills.
If the crew is not properly trained, operations must be suspended until additional training
is provided. The on-site supervisors should provide the necessary training.
11.2.5 Recording BOP Drills
All required BOP drills must be recorded in the drilling logbook.
11.3 Tripping
For all well classes, including critical sour, prior to tripping the drill string from the well
during overbalanced drilling:
• the drilling fluid density must be adequate to exert a sufficient trip margin that will
ensure an overbalance of the expected formation pressures so that formation fluids do
not enter the wellbore;
• a bottoms-up circulation must be conducted or a weighted tripping pill must be

pumped.
For tripping requirements in the high-hazard area, see Section 15.1.2.
11.3.1 Flow Checks
For all well classes, including critical sour, when tripping the drill string out of the well, a
10-minute (minimum) flow check must be conducted and recorded in the drilling
logbook at the following intervals:
• after pulling approximately the first 5 per cent of the drill string (measured depth)
from the well;
• at approximately the midpoint depth (measured depth) of the well;
• prior to pulling the last stand of drill pipe and the drill collars from the well; and
• after all of the drill string is pulled out of the well.
For all well classes, including critical sour, when tripping the drill string into the well, a
10-minute (minimum) flow check must be conducted and recorded in the drilling
logbook at the following intervals:
• after running in the drill collars and the first stand of drill pipe; and
• at approximately the midpoint depth (measured depth) of the well.
Prior to conducting a flow check when tripping in or out of the well, the hole must be
filled to surface.
11.3.2 Hole Filling
For all well classes, including critical sour, when tripping the drill string out of the well,
the wellbore must be filled with drilling fluid at sufficient intervals so that the fluid level
in the wellbore does not drop below a depth of 30 m from surface.
See Appendix 12 for example calculations of the maximum length of pipe that can be
pulled before the fluid level in the annulus drops 30 m.
11.3.3 Trip Records
For all well classes, when tripping the drill string out of the well:
• accurate trip records (date, location, depth, type of trip, etc.) must be kept of the
theoretical and actual volumes of fluid required to fill the hole;
• the trip records must be kept at the well site until the end of the drilling operation;
and
• the total calculated and actual (measured) volumes must be recorded in the drilling
logbook for each trip.
If the drill string is being circulated while tripping tubulars (i.e., coiled tubing units or top
drives), actual hole fill volumes must be recorded at a minimum for every 100 m interval
of drill pipe removed and for every 20 m interval of drill collars and recorded on the trip
sheet. If tripping resumes without circulating, the trip tank must be used to monitor hole
fill volumes. Flow checks must be conducted and recorded at all required intervals (see
Section 11.3.1) with the well in a static condition (pump off).
In addition to the above requirements, for critical sour wells:

• when tripping the drill string out of the well (critical zone penetrated), the trip
record(s) must be signed and dated by the licensee and the contractor representatives.
12 Electrical and Flame-Type Equipment
12.1 Electrical Appliances and Electrical Devices
Any electrical appliance or electrical device that is a potential source of ignition may not
be used within a hazardous location (as defined in the Canadian Electrical Code, Part I,
and as determined by the Code for Electrical Installations at Oil and Gas Facilities)
without first shutting in the wellbore. Any electrical equipment to be used in a hazardous
location must be specifically approved and suitable for its intended application.
During drilling operations, special circumstances (e.g., pipe inspection) may require the
use of electrical devices (that are potential sources of ignition) within a hazardous
location. Before conducting operations of this nature, the licensee representative must
first assess on-site safety and ensure that strict safety procedures are set out and adhered
to. This safety assessment and proposed procedures must be reviewed with the crew and
documented in the tour reports prior to the operation being conducted.
For the purposes of oil and gas well drilling and servicing operations, the Canadian
Electrical Code essentially defines hazardous location to mean premises (substructures,
tanks, buildings, or parts thereof) in which there exists the hazard of fire or explosion due
to the fact that highly flammable gases may be present.
12.2 Electrical Motors and Electrical Generators
All electrical motors and electrical generators that are designed such that arcing is
produced during operation must not be placed or operated within a hazardous location,
unless the motor or generator is purged with an air intake located outside the hazardous
location.
12.3 Flame-Type Equipment
Flame-type equipment must not be placed or operated within 25 m
• of a wellbore without first shutting in the well;
• of a separator, oil storage tank, or other source of ignitable vapour.
Flame-type equipment is any fired heating equipment using an open flame. This includes
a space heater, torch, heated process vessel, boiler, and an electric arc or open-flame
welder, as well as well-site shacks and trailers with stoves, furnaces, and pilot lights, etc.
12.4 Incinerators and Burn Pits
Incinerators and burn pits must not be located within 50 m of a wellbore, separator, oil
storage tank, or other source of ignitable vapour.
12.5 Smoking
No person is allowed to smoke within 25 m of a wellbore, separator, oil storage tank,

other source(s) of ignitable vapour, or on a rig or derrick on a well site during the drilling
operation.
13 Casing Inspection
13.1 30-Day Casing Inspection
Surface and intermediate casing exposed to wear by pipe movement or a combination of

rotation/movement must be tested a minimum of every 30 days to determine the integrity
of the casing.
13.2 Casing Integrity
13.2.1 Test Methods
There are two acceptable methods for determining casing integrity: a pressure test may be
conducted on the casing, or a casing integrity inspection log may be run.
13.2.2 Pressure Testing the Casing
If the licensee elects to pressure test, the surface/intermediate casing must be pressure
tested as follows:
• Surface Casing—If only surface casing is set, the minimum pressure test required at
surface (in kPa) is 2.5 times the licensed true vertical depth (TVD) of the well or
drilled depth (TVD) if greater.
If an intermediate casing string will be set, the minimum pressure test required at
surface (in kPa) is 2.5 times the intermediate casing setting depth (TVD).
Surface Casing Pressure Test Example
Well Data
Current fluid density = 1000 kg/m3

Licensed well depth (TVD) = 3500 m
Surface casing depth = 450 m
2.5 times the licensed well depth (TVD) = 2.5 x 3500

= 8750 kPa
The required pressure test at surface is calculated based on a fluid density of 1000
kg/m3. The test pressure must be adjusted according to the fluid density in the wellbore
at the time of the test.
• Intermediate Casing—If intermediate casing is set, the required pressure test at

surface is 67 per cent of the BHP at the casing setting depth. If the actual BHP is
unknown or not well defined in the area, a gradient of 11 kPa/m may be used for
calculating a theoretical BHP (i.e., BHP = 11 kPa/m times the casing setting depth
[TVD]).
Intermediate Casing Pressure Test Example
Well Data - BHP (known)

Intermediate casing setting depth (TVD) = 3000 m
Test pressure = TP
BHP = 30 000 kPa
TP = 67% x BHP
TP = 67 x BHP
100
TP = 67 x 30 000 kPa
100
TP = 20 100 kPa
The required pressure test at surface is calculated based on a fluid density of

1000 kg/m3. The test pressure must be adjusted according to the fluid density in the
wellbore at the time of the test.
Well Data - BHP (unknown)

Intermediate casing setting depth (TVD) = 3000 m
Test pressure = TP
TP = 67 % x (11 kPa x casing setting depth)

TP = 67 x (11 kPa x casing setting depth)
100
TP = 67 x (11 kPa x 3000)
100
TP = 22 110 kPa
The required pressure test at surface is calculated based on a fluid density of

1000 kg/m3. The test pressure must be adjusted according to the fluid density in the
wellbore at the time of the test.
13.2.3 Logging the Casing
If the licensee elects to log the casing, the surface/intermediate casing must be logged
using a log or a combination of logs, fully interpreted on a joint-by-joint basis, which
• determines the percentage (%) penetration of anomalies,
• detects holes, pits, perforations, metal loss, and metal thickness.
Surface Casing – When a casing inspection log is used to assess the surface casing
integrity and condition, the maximum burst resistance, based on the least wall thickness
and minimum yield strength of the casing, must be greater than or equal to 2.5 times the
licensed well depth (TVD). The following equation must be satisfied:
(2Yp t)
Py = ≥ 2.5 times the licensed well depth (TVD)
D
Py = minimum internal yield (kPa)

Yp = specified minimum yield strength (kPa)
t = reduced wall thickness (mm)
D = nominal outside diameter (mm)
Intermediate Casing – When a casing inspection log is used to assess the intermediate
casing integrity and condition, the maximum burst resistance, based on the least wall
thickness and minimum yield strength of the casing, must be greater than or equal to 0.67
times the formation pressure at the casing setting depth. The following equation must be
satisfied:
(2Yp t)
Py = ≥ 0.67 formation pressure
D
Py = minimum internal yield (kPa)

Yp = specified minimum yield strength (kPa)
t = reduced wall thickness (mm)
D = nominal outside diameter (mm)
If a licensee elects to conduct a pressure test after running a casing inspection log, the
results of the pressure test will be overriding. Therefore, if a log shows that casing wear is
greater than that which is considered acceptable, but the pressure test is satisfactory, then
the EUB would consider the casing as satisfactory.
14 Drillstem Testing
14.1 Drillstem Testing (DST)
Before commencement of any DST, licensees must review and meet the requirements of
the current edition of EUB Directive 60: Upstream Petroleum Industry Flaring Guide. In
addition, when conducting a DST, the following minimum requirements must also be
met:
• A reverse-circulating sub must be installed in the drill string.
• A remote-controlled master valve must be installed on the testing head.
• A separate DST line(s) must be installed for testing purposes, and the end of the
line(s) must terminate at least 50 m from the well.
• The DST line must have a minimum nominal diameter of 50.8 mm throughout.
• For class II wells, the DST line must have a working pressure equal to or greater than
7 MPa.
• For well classes III-VI, the DST line must have a working pressure equal to or
greater than 14 MPa.
• DST line connections may be made up using flanged, hammer union, or threaded
connections.
• The DST line(s) must be secured at 10 m intervals. Stakes or weights must be used
(as dictated by the soil conditions).
• The DST manifold must have the same minimum pressure rating as the required BOP
system.
• The DST manifold must be secured to restrict it from movement.
• If liquids are produced during a DST, the liquids must be separated.
• Liquids produced during a DST must not be directed to an earthen pit.
• Disposal of waste fluids must be in accordance with EUB Directive 58: Oilfield
Waste Management Requirements for the Upstream Petroleum Industry.
Drillstem testing is not permitted on critical sour wells.
For additional information on drillstem testing, see IRP 4: Well Testing and Fluid
Handling, Section 4.1.
15 High-Hazard Area and Surface Casing Reductions
15.1 High-Hazard Area—Southeastern Alberta
Due to the high frequency of serious well control incidents within townships 19 to 24,
ranges 5 to 10, west of the 4th meridian (see Figure 3), additional well control
requirements apply to all wells being drilled in this area to the Mannville Group or
deeper.
15.1.1 Surface Casing
The surface casing must be set at a depth of no less than 180 m.
15.1.2 Drilling Fluid Density
After penetration of the Mannville Group and prior to tripping the drill string out of the
hole, the drilling fluid density must be adequate to exert a minimum of 1400 kPa
overbalance of the Mannville Group’s expected pressure.
15.1.3 Emergency Flare Line
In the high hazard area, an emergency flare must be installed. The emergency flare line
consists of two flanged valves and a flare line that is connected to the drilling spool and
extends out to a flare pit or flare tank (see Figure 4).
• The emergency flare line must have a minimum nominal diameter of 76.2 mm
throughout.
• The flare line must have a working pressure equal to or greater than 14 MPa
(schedule 40 pipe is acceptable).
• Piping extensions or fluid turns are not permitted between the drilling spool and the
innermost valve. The innermost valve must be connected directly to the drilling
spool.
• Only one of the valves on the emergency flare line can be in the closed position.
• Piping extensions or fluid turns are permitted between the valves provided that the
innermost valve is in the closed position.
• The emergency flare line valves must be operable with the valve handles installed at
all times.
• The flare line connection to the two valves must be flanged. All connections
downstream of this flanged connection must be flanged, hammer union, or threaded.
• The emergency flare line must be properly made up and connected at all times.
• The emergency flare line may contain directional changes provided they are made
with right-angle (90°) connections and constructed of tees and crosses blocked on
fluid turns. Fluid turns such as elbows, tees, etc., are not permitted at the end of the
flare line to direct wellbore effluent into a flare pit.
• Directional changes in the emergency flare line(s) can also be made using flexible
hose provided the hose meets the requirements set out in Section 4.2: Flare and
Emergency Flare Line(s).
• The emergency flare line must be adequately secured at 10 m intervals, and the end
of the line must be secured as close as possible to the flare pit. Stakes or weights
must be used as dictated by the soil conditions. Stakes used in sandy or loose soil
conditions are not acceptable.
• The emergency flare line must be either self-draining or have some means
incorporated to ensure that fluid can be drained from the line during winter
operations. Precautions must be taken to minimize environmental impact from
spillage.
• The end of the emergency flare line must terminate at least 50 m from the well in a
flare pit or flare tank.
• Prior to assembly, all connections in the emergency flare line must be visually
inspected. After assembly of the connections, an inspection must be conducted to
ensure that the line has been properly connected. The results of the inspections must
be recorded in the drilling logbook.
The emergency flare line should be laid in a straight line. However, a slight curvature of
the line is acceptable.
15.2 Surface Casing Reductions
Surface casing reductions are available for low-risk wells in a development-type setting.
Where surface casing reductions have been implemented, additional well control
requirements must be met. Specifically, where Type 3 and Type 4 surface casing
reductions (see Directive 8, Section 2) have been applied, an emergency flare line must
be installed.
The emergency flare line must meet the minimum requirements as outlined in Section
15.1.3 above.
15.3 High-Hazard Area/Surface Casing Reductions—Well Control Equipment
BOP pressure rating, accumulators, manifold requirements, etc., for wells drilled in the
high-hazard area and for surface casing reductions depend on well class (see Appendix
3).
R.11 R.9 R.7 R.5 R.3 W.4M.
T.27
T.25
T.23
T.21
T.19
T.17
High-hazard area boundary
Figure 3. High-hazard area for southern Alberta
Annular
R-Blind
Kill line Primary bleed-off
Spool To choke manifold
50.8 mm throughout 76.2 mm throughout
R-Pipe
Emergency flare line
Spool To flare pit/tank
76.2 mm throughout
50.8 mm
Note:
1. Ram type BOPs manufactured with integral outlets may be used in place of the drilling spools.
2. See Appendix 2 for equipment symbols.
Figure 4. Emergency flare line configuration for high-hazard area (southeastern Alberta) and for type 3 and
type 4 surface casing reductions
16 Sour and Critical Sour Wells
16.1 General Information
This section details additional requirements that the licensee must meet when drilling
sour and critical sour wells.
For additional information on drilling sour and critical sour wells, see Industry
Recommended Practices for Drilling Critical Sour Wells (IRP, Volume 1).
16.2 Emergency Response Plan (ERP)
Where an approved specific ERP is required:

• The ERP must be on location prior to spud and throughout the drilling operation.
• The licensee must conduct a review of its ERP involving on-site personnel required
to implement the plan, within 96 hours prior to conducting operations in the first sour
zone.
• The licensee’s representative must be familiar with the ERP.
• All equipment specified in the ERP must be available prior to entering the critical or
sour zone.
When conducting an inspection on a critical sour well, the EUB inspector must complete
a Field Inspection Branch ERP Review form (see Appendix 14).
For additional requirements regarding emergency response planning, see EUB Directive
71: Emergency Preparedness and Response Requirements for the Upstream Petroleum
Industry.
16.2.1 ERP Notification
The licensee must notify all residents within the EPZ (includes registered trappers,
industrial operators, etc.)
• prior to entering the first sour zone.
The licensee must notify the EUB and all residents within the EPZ (includes registered
trappers, industrial operators, etc.)
• after all drilling operations have been completed (rig release).
For critical sour wells with residents within the EPZ, the EUB inspector must conduct a
minimum of two resident contacts and complete the Public Contact Form (see
Appendix 15).
16.3 Warning Sign in H2S Area
An H2S warning sign must be posted at the primary entrance to the well site prior to
penetrating any potential H2S-bearing formation.
The sign must be removed or covered if no H2S is anticipated.
16.4 Critical Sour Well
16.4.1 Drilling Plan
A copy of the approved drilling plan must be on site prior to spud and throughout the
drilling operation.
16.4.2 Intermediate Casing
Intermediate casing must be set to an appropriate point above the first critical sour zone
or at a point before the cumulative release rate becomes critical.
If an exemption for setting intermediate casing has been approved by the EUB, a copy of
the approval must be on location.
16.4.3 BOP System and Choke Manifold
The BOP stack configuration must conform to one of the three BOP configurations
shown in Figure 5. If BOP Configuration 2 or BOP Configuration 3 is used, an
appropriately sized ram blanking tool that fits into the top pipe ram must be on location
and readily available. This allows the top pipe ram to perform the function of a blind ram
when the drill string is out of the hole. In addition, if BOP Configuration 3 is used, there
must be sufficient surface or intermediate casing to contain the maximum anticipated
reservoir pressure.
The choke manifold must conform to the minimum choke manifold design (valves,
chokes, piping, etc.) as shown in Figure 6. In addition, the remotely operated choke (on
the primary manifold wing) must be a nonrubber sleeved choke. See Section 2.2.2 for
additional choke manifold requirements.
16.4.4 Shear Blind Rams
Shear blind rams must be used for all critical sour wells if
• the calculated EPZ size intersects the boundaries of an urban centre, or
• the calculated EPZ encompasses more than 100 occupied dwellings.
If the licensee has received a shear blind rams waiver from the EUB Well Operations
Group, a copy of the waiver must be on location.
16.4.5 Drill Pipe
Drill pipe used in critical sour wells must be premium class or better grade drill pipe.
The EUB Operations Group in Calgary must be notified immediately of any drill string
failures.
16.4.6 Indicators and Recording Devices
Indicators must be installed and operational for measuring

• pump pressure, pump strokes per minute, hook load, and table torque.
All such indicators must be visible from the driller’s position.
A continuous recording device is also required to record

• the rate of penetration, pump pressure, pump strokes per minute, hook load, rotary
table revolutions per minute (rpm), and table torque.
This record must be kept for the entire drilling operation and be made available for
inspection at the well site.
16.4.7 H2S Monitoring
When drilling in the critical zone, the following monitoring requirements must be met:
• When water-based drilling fluid is in use, a continuous pH monitoring system must

be installed as close as possible to the flow line discharge and be equipped with an
alarm to signal a drop in pH. The pH must be maintained at 10.5 or greater.
• Ambient H2S detection is required and must consist of a continuous H2S detection
monitoring system that activates audible and visual alarms near the driller’s position
when sensing ambient air H2S concentrations of 10 parts per million (ppm) or
greater. The system must consist of at least one sensor located at the shale shaker.
Additional sensors may be placed at other locations, such as the bell nipple, rig floor,
and mud-mixing unit. Sensors must be able to detect H2S concentrations of 5 ppm
and greater. Qualified personnel must be on site to test and provide maintenance to
this instrumentation.
At least one portable ambient H2S concentration detection device must be on location.
16.4.8 Sulphide Monitoring
While drilling in the critical sour zone with water-based drilling fluid, the following
sulphide monitoring requirements must be met:
• Sulphide content must be monitored by either a continuous sulphide monitor or by

hourly HACH tests.
If soluble sulphides are detected, a Garret Gas Train Test (GGTT) must be conducted
on the filtrate every two hours and the appropriate amount of H2S scavenger must be
added to that ensure that there are no soluble sulphides in the filtrate. When no
soluble sulphides are detected in the filtrate, the licensee may revert back to
continuous sulphide monitoring or hourly HACH tests.
• A record of the sulphide content in the mud must be maintained throughout the
drilling of the critical sour zone.
While drilling in the critical sour zone with oil-based drilling fluid, the following
sulphide monitoring requirements must be met:
• Oil-based drilling fluids must be tested using a modified GGTT a minimum of three
times per day on the whole drilling fluid.
If soluble sulphides are detected in the whole oil-based mud by the modified GGTT,
the frequency of the modified GGTT must be increased to every two hours and the
appropriate amount of H2S scavenger must be added to ensure that there are no
soluble sulphides in the whole oil-based mud. When no soluble sulphides are
detected in the whole oil-based mud, the licensee may revert back to the modified
GGTT three times per day.
• A record of the sulphide content in the mud must be maintained throughout the
drilling of the critical sour zone.
16.4.9 Drilling Fluid Volumes
At all times while in the critical zone, the licensee must ensure that:
• the usable surface drilling fluid volume is a minimum of 100 per cent of the
calculated volume of a gauge hole minus the drill string displacement.
16.4.10 Testing and Coring
Critical sour zones must not be drillstem tested.
Coring is permitted on critical sour wells. However, if the well is located in an

exploratory/nondevelopment setting, the porosity of the critical zone must be penetrated
prior to tripping out for the coring assembly to ensure normal pressures or if upper porous
interface must be cored, the ability to circulate above the core barrel must be available
(e.g., ported string).
16.4.11 Underbalanced Drilling
Equipment and procedure requirements are significantly different for a critical sour well
to be drilled underbalanced. For underbalanced drilling operations on critical sour wells,
refer to EUB ID 94-3: Underbalanced Drilling and IRP Volume 6: Critical Sour
Underbalanced Drilling.
The EUB will not approve critical sour underbalanced drilling operations that have
residents inside the calculated EPZs until the regulatory requirements for these types of
wells have been reviewed and assessed and the findings published.
16.4.12 Personnel
The licensee and contractor representatives must have current Enform H2S Alive
certification and experience in drilling critical sour wells.
A minimum five-man drilling crew must be maintained and all crew members must have
Enform H2S Alive certification.
On-site service personnel (mud-men, loggers, geologists, etc.), must have previous
experience in sour well drilling operations and be trained in H2S safety.
During the critical period of the drilling operation, safety personnel and adequate safety
equipment for all workers must be on site. (Minimum requirements are specified by the
Occupational Health and Safety Act, Occupational Health and Safety Regulation, and
Occupational Health and Safety Code.
See Section 10 for additional supervision and personnel requirements.
16.4.13 Ignition Criteria
The licensee must have clear and specific plans in place to ignite an uncontrolled flow.
All critical sour wells must have a primary and a backup well ignition system during the
drilling of the critical zone. The primary ignition system must be installed such that
activation can be achieved from a safe location through a time-delayed triggering device
that will allow for complete egress of all personal from the well site prior to ignition
taking place. The backup system may be a manual system (e.g., a flare gun).
For additional requirements on ignition criteria, see EUB Directive 71.
Annular Annular Annular
Pipe ram Pipe ram Pipe ram
Blind ram Spool Spool
Spool Blind ram Blind ram
Pipe ram Pipe ram Spool
Spool Spool Pipe ram
CONFIGURATION 1 CONFIGURATION 2 CONFIGURATION 3

(preferred)
Note:
1. Hydraulic and manual valve positions in bleed-off line are interchangeable (see Section 2.2.1).
2. If BOP Configuration 2 or BOP Configuration 3 is used, an appropriately sized ram blanking tool that fits into the top pipe ram must be on location
and readily available.
3. If BOP Configuration 3 is used, there must be sufficient surface or intermediate casing to contain the maximum anticipated reservoir pressure.
4. Shear blind rams may be required in place of the blind rams (see Section 16.4.4).
Figure 5. BOP stack configurations—critical sour wells
To mud-gas separator
Remote choke
From upper spool To flare pit
From lower spool To flare pit
Manual choke
To mud-gas separator
Figure 6. Choke manifold—critical sour wells
17 Well-Site Records and Reporting
17.1 Notification of Commencement of Drilling (Spud)
Upon the commencement of the drilling of a well, the licensee must notify the EUB Field
Surveillance Branch using the EUB’s Digital Data Submission system, within 12 hours.
17.2 Drilling and Completion Data Recording
When a well is in the process of being drilled, completed, reconditioned, or abandoned,

the licensee must keep a daily record (drilling logbook) of operations performed at the
well site.
The daily report must include complete data on all operations performed during the day.
This includes drilling, surveying, logging, testing, running casing, cementing, fishing,
perforating, acidizing, fracing, abandonment operations, loss of circulation, kicks,
blowouts, etc. Suspension of any operations must also be noted on the current daily
report.
The minimum information that the daily report must contain is outlined in EUB Directive
59: Well Drilling and Completion Data Filing Requirements.
17.3 Loss of Circulation, Kicks, and Blowouts
At all times during which a well is being drilled, tested, completed, or reconditioned, the
licensee must conduct operations and maintain control equipment and casing so that any
oil, gas, or water encountered is effectively controlled.
If a loss of circulation, kick, or blowout occurs during the drilling operation, it is the
responsibility of the licensee to report the event to the EUB.
17.3.1 Loss of Circulation—Recording and Reporting
Loss of circulation occurs when drilling fluids flow from the wellbore into the formation.
In the event of a loss of circulation, the licensee must
• record loss of circulation information and remedial actions taken to control the loss of
circulation in the drilling logbook, and
• notify the appropriate EUB Field Centre immediately (only if the well requires an
EUB-approved ERP; also see reporting requirements in Directive 59).
17.3.2 Kick—Recording and Reporting
A kick is any unintended entry of water, gas, oil, or other formation fluid into a wellbore
that is under control and can be circulated out.
In the event of a kick, the licensee must

• record kick information and remedial actions taken to control the kick in the drilling
logbook, and
• notify the appropriate EUB Field Centre immediately (only if the well requires an
EUB-approved ERP; also see reporting requirements in Directive 59).
17.3.3 Blowout—Recording and Reporting
A blowout is a well where there is an unintended flow of wellbore fluids (oil, gas, water,
or other substance) at surface that cannot be controlled by existing wellhead and/or
blowout prevention equipment, or a well that is flowing from one formation to another
formation(s) (underground blowout) that cannot be controlled by increasing the fluid
density. Control can only be regained by installing additional and/or replacing existing
surface equipment to allow shut-in or to permit the circulation of control fluids, or by
drilling a relief well.
In the event of a well blowout, the licensee must

• record blowout information and remedial actions taken to control the blowout in the
drilling logbook, and
• notify the appropriate EUB Field Centre immediately, (also see reporting
requirements in Directive 59).
17.4 Deviation Surveys
The licensee must run deviation surveys at depth intervals not exceeding 150 m.
A record of surveys must be made available to the EUB upon request.
17.5 Directional Surveys—Critical Sour Wells
For critical sour wells, a deviation survey must be run at depth intervals not exceeding
150 m. However, just prior to entering the critical zone, a directional survey (azimuth and
inclination) is required. After penetration of the critical zone, directional surveys
(azimuth and inclination) must be conducted at maximum intervals of 150 m when the
wellbore has an inclination less than 3°. If the inclination is greater than 3°, a directional
survey must be conducted at maximum intervals of 60 m.
A record of the surveys must be made available to the EUB upon request.
17.6 Well Licence Posting
For all wells being drilled, the licensee must possess a valid well licence issued by the
EUB in accordance with Directive 56: Energy Development Application Guide.
A duplicate of the valid well licence must be posted and kept prominently displayed at
the well site during the drilling operations.
18 Licensee and Contractor Inspections
18.1 Daily Inspections
For all wells being drilled, the licensee and contractor representatives must conduct a
daily walk-around inspection of the rig to identify any rig deficiencies. These inspections
should be carried out in conjunction with the daily function testing of the BOP
equipment.
18.1.1 Recording Inspections
The licensee and the contractor representatives must record the daily inspections in the
drilling logbook.
18.2 Detailed Inspections

The licensee and the contractor representatives must conduct a detailed inspection of the
rig and complete a detailed inspection form. A detailed inspection form is a
comprehensive check sheet that should include all items listed in Appendix 1.
For wells without surface casing set (class I wells or wells that require a diverter system),
detailed rig inspections must be conducted
• prior to commencement of the drilling operation, and
• at least once every 7 days thereafter during the drilling of the well.
For well classes II to VI, detailed rig inspections must be conducted
• prior to drilling out the surface casing, and
• at least once every 7 days thereafter during the drilling of the well.
For critical sour wells, detailed rig inspections must be conducted
• prior to drilling out the surface casing shoe and weekly thereafter;
• prior to drilling out the intermediate casing shoe and weekly thereafter; and
• within the 24-hour period prior to penetrating the critical zone (if intermediate casing
is set immediately above the critical zone, this coincides with the above). The
licensee must notify the appropriate EUB Field Centre at least 48 hours prior to this
detailed inspection being initiated.

The licensee and the contractor representatives must record detailed inspections in the
drilling logbook.
Entering and initialling a comment such as: “Detailed inspection completed” in the
drilling logbook or initialling the applicable section of the drilling logbook is appropriate.
19 Well-Site Fluids and Environment
19.1 Oil-Based Mud Systems
The use of oil-based fluids for drilling mud must be considered potentially hazardous.
When oil-based fluids are used:
• the on-site safety of this procedure must be addressed before commencing operations;
• make-up reserve for hydrocarbon-based drilling fluid must be stored a minimum of

25 m from the well and 50 m from a flare pit/tank, incinerator, or burn pit.
Due to the potentially hazardous nature of oil-based drilling fluids and the additional
complications (e.g., gas solubility in oil-based fluids) that may occur in a well control
event, it is recommended that the licensee review control procedures with the rig crews
prior to penetrating hydrocarbon-bearing zones.
For further, more detailed information on oil-based drilling fluids, see Industry
Recommended Practice (IRP), Volume 14: Non Water Based Drilling and Completions
Fluids. Also see Section 9.2.2 in this directive for additional requirements.
The use of oil-based drilling fluids (or any other potentially toxic drilling additive) is
prohibited when drilling above the “base of groundwater protection” depth. The base of
groundwater protection refers to a depth of 15 m below the deepest nonsaline aquifer.
The Water Act (Alberta Ministerial Regulation 205/98) defines nonsaline water as water
with a total dissolved solids (TDS) content less than 4000 mg/l. (For more detailed
information on base of groundwater protection, see EUB ST-55: Alberta’s Usable
Groundwater Base of Groundwater Protection Information.)
19.2 Crude Oil Used to Release Stuck Drill String (Spotting)
The use of crude oil to release stuck drill string (spotting) must be considered potentially
hazardous.
When crude oil is used for spotting:

• the on-site safety of this procedure must be addressed before commencing operations,
• the crude oil must be dead oil and contain no H2S, and
• the licensee must ensure that control of subsurface pressures will be maintained at all
times during the spotting and circulation of the crude oil.
19.3 Oil Storage Tanks
Oil storage tank(s) (e.g., for oil recovered during a drillstem test) must not be located
within 50 m of the wellbore, flare pit/tank, incinerator or burn pit.
19.4 Temporary Aboveground Storage Tank Diking Requirements
Temporary aboveground storage of fluids produced or stored during drilling,

completions, well testing, or servicing operations do not require diking if
• the site is manned for the duration that fluids are being produced into the tank, or
• the tank is fitted with a high-level shutdown device to prevent overflowing, or
• the tank is used only for storage (i.e., produced fluids are not directed to the tank).
If a temporary aboveground storage tank is used and not diked for well drilling,
completions, well testing, or servicing operations and the fluids are just being stored, the
licensee must
• empty the tank contents within 72 hours of completing the drilling operation.
For additional requirements on temporary storage, see EUB Directive 55: Storage
Requirements for the Upstream Petroleum Industry.
19.5 Sump Construction and Operation
The licensee must ensure the following during sump construction and operation:
• The sump must be constructed from either an impervious undisturbed subsoil or if

constructed in permeable soil must be sealed with clay, a synthetic liner, or any other
approved technique that will prevent contaminants from the drilling fluid migrating
beyond the pit walls and bottom.
• The sump must be adequately sized to allow for the anticipated volume of drilling
fluid. (Although certain drilling variables may be expected, 1 m of freeboard is
considered acceptable.)
• The sump must be located and constructed so that it will not collect natural run-off
water.
19.6 Drilling Fluid Disposal
For drilling fluid disposal requirements, see EUB Directive 50: Drilling Waste
Management.
19.7 Containment of Fluids and Spills
The licensee is responsible for the immediate containment and cleanup of all unrefined
(oil, salt water, etc.) and refined (diesel, gasoline, chemicals, mud additives, etc.) fluid
spills on or off lease.
The licensee must ensure that
• all fluids used or generated during the drilling operation are properly contained;
• appropriate corrective action is initiated immediately if sump fluid, mud additives,

chemicals, fuel, or any other materials have been spilled on or off lease;
• any unrefined spill off lease or any unrefined spill in excess of 2 m3 on lease is
reported immediately to the appropriate EUB Field Centre;
• the landowner is advised of any unrefined spill off lease or any unrefined spill in
excess of 2 m3 on lease, and the licensee must adequately address all concerns;
• all contaminated spill material is handled and disposed of in accordance with EUB
Directive 58.
19.8 Noise Emissions
All noise levels generated from the drilling operation must meet the requirements of EUB
Directive 38: Noise Control Directive User Guide and ID 99-8: Noise Control Directive.
19.9 Odour Emissions
Any H2S or other odour emissions resulting from the drilling operation that could be
hazardous and/or a nuisance to the public must be identified and controlled so that the
odours do not migrate off lease.
19.10 Waste Management
It is the responsibility of the licensee to ensure that all waste generated and stored at the
well site is managed in accordance with Directive 58.
19.10.1 Characterization
The licensee is responsible for proper characterization of all wastes generated or stored
during the drilling operation. The waste characterization is then used in assessing the
appropriate handling, treatment, and disposal of the waste.
The two major categories under which oilfield wastes may be characterized are
• dangerous oilfield wastes, and
• nondangerous oilfield wastes.
As a minimum, the following information must be readily available to show proper waste
characterization:
• the type of wastes,
• the characteristics of wastes, dangerous or nondangerous, and
• the volume of wastes currently generated and stored on site.
19.10.2 Storage
All waste storage containers on site must be designed to
• contain the wastes and prevent any odour problems associated with the waste,
• prevent spills when loading or unloading waste materials, and
• ensure segregation of each waste generated or stored on site (dangerous and

nondangerous).
All waste must be removed after the completion of drilling operations.
As a minimum, the following information must be readily available to show proper

storage and handling of oilfield wastes:
• a list of all wastes generated, and
• the volume of wastes stored.
19.10.3 Disposal
The licensee is responsible for the disposition of all wastes stored and generated on site
during the drilling operation.
As a minimum, the following information must be readily available:
• the disposal plans in place for all waste stored and generated on site.
19.10.4 Accounting and Documentation
The licensee is responsible for the accounting and documentation of oilfield wastes
generated, stored, and disposed of from the drilling operation from its source to its final
destination.
The following minimum documentation is required:
• records showing the source, volume, and final disposition of wastes generated on site.
• For further, more detailed information on waste characterization, storage, disposal,

accounting, and documentation, see Directive 58.
.
20 Underbalanced Drilling
The requirements for underbalanced drilling (conventional and coiled tubing) are
currently under review. See ID 94-3: Underbalanced Drilling for the current
requirements.
For critical sour wells to be drilled underbalanced, the equipment and procedure
requirements are significantly different (see Section 16.4.10).
Deficiencies for underbalanced drilling operations are categorized as low risk (L) or high
risk (H), according to Directive 019: EUB Compliance Assurance—Enforcement.
21 Oil Sands Core Holes and Evaluation Wells
The requirements in this section apply to oil sands core holes and evaluation wells
only. The other sections of Directive 036 do not apply for these types of wells.
This section sets out the EUB’s minimum requirements with respect to surface casing and
blowout prevention practices, as well as equipment for drilling oil sands core holes and
oil sands evaluation wells not deeper than 200 m within the Surface Mineable Areas (see
Figure 7).
For wells deeper than 200 m within the Surface Mineable Areas, all the requirements set
out in Directive 36 must be complied with.
21.1 Surface Mineable Areas
For wells not deeper than 200 m and inside the Surface Mineable Areas, the licensee
must meet the following minimum requirements:
• Conductor pipe must be set into a competent formation.
• A system to divert wellbore fluids (e.g., pack-off, rotating head, diverter) and a
diverter line must be installed.
• During cold weather operation, sufficient heat must be provided to ensure proper
operation of the diverter system.
• The diverter system must be mechanically tested daily.
• The diverter line must terminate a minimum of 15 m away from the wellbore.
• The diverter line must be adequately secured. Stakes or weights must be used, as
dictated by the soil conditions.
• The mud tank or pit must be located a minimum of 2 m from the wellbore and
outside any enclosure around the wellbore.
• The drilling rig must be equipped with a stabbing valve or similar device to prevent
flow up the inside of the drill string.
• The stabbing valve must be stored in the open position.
• The stabbing valve and associated tools must be operable and readily accessible (on
the rig floor or in the doghouse).
• The drilling rig must be equipped with the necessary cross-over subs, which enable
the make-up of the stabbing valve with the drill pipe, drill collars, or any other
tubulars in the well.
• Wire line coring operations inside the drill pipe must be conducted with equipment
adequate to shut off any flow through the inside of the drill string.
• When retrieving core or pulling pipe, the hole must be kept full of drilling mud at all
times.
• All engines operating within l5 m of the well must be equipped with engine shutoff
devices:
- air shutoffs for diesel engines, or
- electric shutoffs for gasoline (includes propane powered) engines, and
- the engine shutoffs must be tested prior to commencing drilling operations.
• All enclosed areas, such as core shacks, doghouses, etc., located within 15 m of the
wellbore must have two doors. One of these doors must open facing away from the
wellbore.
• All open fires, flame-type equipment, or other sources of ignition must be located a
minimum of l5 m from the wellbore.
• Winter shrouding surrounding the wellbore must be left open at the top and bottom to
prevent the accumulation of hazardous vapours.
• The rig crew must be trained in the operation of the diverter system.
• The licensee well-site representative must possess a valid Second Line Supervisors
Well Control Certificate issued by Enform. This representative must be readily
available (within two hours) at all times.
• A daily record of operations performed at the well site must be kept.
Oil sands core hole and oil sands evaluation wells drilled within an approved mine area
(approved mine area refers to the actual mine lease within the surface mineable area) are
exempt from these requirements.
21.2 Outside Surface Mineable Areas
Wells not exceeding 200 m in total depth and within 10 km of the Surface Mineable
Areas may conform to the same blowout prevention and drilling practices as inside the
Surface Mineable Areas.
R.13 R.11 R.9 R.7 R.5W.4M.
T.98
T.96
T.94
T.92
T.90
Fort McMurray
T.88
Mineable surface boundary
Figure 7. Surface mineable areas
22 Other EUB Requirements
This inspection category is included to record noncompliance with other EUB regulations and
requirements as detailed in the Oil and Gas Act, its regulations, and other EUB directives. If a deficiency
is identified during a drilling operation that is not set out in this directive, it is categorized as low risk(L)
or high risk(H) according to Directive 019: EUB Compliance Assurance—Enforcement.
23 Drilling with a Service Rig and Servicing with a Drilling Rig
23.1 Drilling with a Service Rig
23.1.1 Drilling More Than 100 m or More Than One Hydrocarbon-Bearing Formation
When the licensee is conducting drilling operations with a service rig, the operation is
classified as a drilling operation if
• more than 100 m measured depth of new hole will be drilled, or
• more than one potential hydrocarbon-bearing formation will be penetrated.
All requirements set out in Directive 36 must be complied with.
Any modification to these requirements by the licensee requires formal approval from the
EUB Well Operations Group in Calgary.
23.1.2 Drilling Not More Than 100 m or Not More Than One Hydrocarbon-Bearing
Formation
When the licensee is conducting drilling operations with a service rig, the operation is
classified as a servicing operation if
• not more than 100 m measured depth of new hole will be drilled, or
• not more than one potential hydrocarbon-bearing formation will be penetrated.
All requirements for the well class set out in Directive 37: Service Rig Inspection Manual
must be complied with.
Any modifications to these requirements by the licensee requires formal approval from
the EUB Well Operations Group in Calgary.
23.2 Servicing with a Drilling Rig
When a licensee is servicing a well (perforating, acidizing, fracing, etc.) with a drilling
rig, the operation is classified as a servicing operation and all requirements set out in
Directive 37 must be complied with.
Any modification to this requirement by the licensee requires formal approval from the
EUB Well Operations Group in Calgary.
Deficiencies found during any of the above operations will be categorized according to
the criteria set out in Directive 36 or Directive 37.
24 Coiled Tubing
Minimum drilling blowout prevention systems for overbalanced coiled tubing operations
are provided in Figures 8 through 13. For overbalanced coiled tubing drilling operations,
there is no minimum pressure rating specified for equipment between the top of the
annular preventer and the injector head.
When a coiled tubing unit (CTU) is conducting an overbalanced drilling operation, all
requirements (e.g., equipment, procedures, spacing, training) set out in this directive must
be met. (There are some minor differences between conventional drilling rigs and CTUs
with regard to the crew shut-in procedures [while drilling, tripping, or out of the hole; see
Appendix 10] and BOP function testing [see Section 6.4]).
Figure 8. Coiled tubing, Class I—minimum pressure rating 1400 kPa
Drilling blowout prevention systems for

• wells without surface casing terminating in the Upper Cretaceous (i.e., above the Viking Zone) and/or not exceeding a true
vertical depth of 750 m
• heavy oil/oil sands wells where a surface casing reduction has been approved
• wells where surface casing is required to be set at a depth greater than 450 m
• wells where hydrocarbon-bearing formations may be encountered above the required surface casing setting depth
Vent (outside building)
Injector
head
Stripper
Lubricator
ACCUMULATOR SYSTEM
Annular
preventer
Spool
152.4 mm throughout
50.8 mm
Conductor casing
minimum 20 m
BLOWOUT PREVENTION STACK
Note:
1. The diverter line must be a minimum nominal diameter of 152 mm throughout.
2. Connections between the top of annular preventer and injector head do not have to be flanged or meet the minimum
pressure rating requirements, the stripper is optional.
Figure 9. Coiled tubing, Class II—minimum pressure rating 7000 kPa
Drilling blowout prevention systems for wells not exceeding a true vertical depth of 750 m
Injector
head
Stripper
Lubricator
ACCUMULATOR SYSTEM
Inlet line to
mud-gas separator
Annular
Blind ram
50.8 mm
Spool
76.2 mm To flare pit/tank
Pipe ram
50.8 mm
50.8 mm
BLOWOUT PREVENTION STACK CHOKE MANIFOLD
Note:
1. Bleed-off line, centreline through choke manifold, and flare line must be a minimum nominal diameter of 76.2 mm
throughout.
2. Lines through chokes must be a minimum nominal diameter of 50.8 mm throughout.
3. Kill line must be a minimum nominal diameter of 50.8 mm throughout.
4. Flanged pipe connections must be used from the drilling spool down to and including the connection to the choke manifold.
The remainder of the choke manifold may contain threaded fittings.
6. Minimum pressure rating for flare and degasser inlet lines is 7 MPa.
7. Hydraulic and manual valve positions in bleed-off line may be interchangeable (see Section 2.2.1).
8. An optional BOP stack arrangement (for class II wells only) would allow the pipe ram to be placed above the drilling spool.
9. Ram type BOPs manufactured with integral outlets may be used in place of the drilling spool.
Figure 10. Coiled tubing, Class III—minimum pressure rating 14 000 kPa
Injector
head
Stripper
Lubricator
ACCUMULATOR SYSTEM
Inlet line to
mud-gas separators
Annular
Blind ram
50.8 mm
Spool
Pipe ram
50.8 mm
50.8 mm
Note:
1. Bleed-off line, centreline through choke manifold and flare line must be a minimum nominal diameter of 76.2 mm
throughout.
4. Flanged pipe connections must be used from the drilling spool down to and including the connection to the choke
manifold. The remainder of the choke manifold may contain threaded fittings.
Figure 11. Coiled tubing, Class IV—minimum pressure rating 21 000 kPa
Injector
head
Stripper
Lubricator
ACCUMULATOR SYSTEM
Inlet line to
mud-gas separator
Annular
Blind ram
50.8 mm
Spool
Pipe ram
50.8 mm
50.8 mm
Flanged connections throughout

Note:
throughout.
4. Flanged pipe connections must be used from the drilling spool to the last valve on the choke manifold, inclusive.
Figure 12. Coiled tubing, Class V—minimum pressure rating 34 000 kPa
Injector
head
Stripper
Primary flow line

ACCUMULATOR SYSTEM
Lubricator
Annular Inlet line to

mud-gas separator
Pipe ram Remote choke

76.2 mm
Blind/shear ram

Spool 76.2 mm
76.2 mm throughout 76.2 mm throughout From upper To flare pit/tank
spool
Pipe ram
Kill line 76.2 mm

Secondary bleed-off
Spool From lower To flare pit/tank
spool
76.2 mm
50.8 mm 50.8 mm
Manual choke
Note:
1. Kill lines, bleed-off lines, choke manifold and flare lines must be minimum nominal diameter of 76.2 mm throughout.
5. Hydraulic and manual valve positions in the bleed-off line may be interchangeable (see Section 2.2.1).
6. For optional BOP stack configurations, see Figure 5: BOP stack configurations – critical sour wells.
Figure 13. Coiled tubing, Class VI—minimum pressure rating 69 000 kPa
Drilling blowout prevention systems for wells exceeding a true vertical depth of 6000 m
Injector
head
Stripper
Primary flow line

ACCUMULATOR SYSTEM
Lubricator

mud-gas separator

76.2 mm
Blind/shear ram

Spool 76.2 mm
76.2 mm throughout 76.2 mm throughout From upper To flare pit/tank
spool
Pipe ram
Kill line 76.2 mm

Secondary bleed-off
spool
76.2 mm
50.8 mm 50.8 mm
Manual choke
Note:
1. Kill lines, bleed-off lines, choke manifold, and flare lines must be minimum nominal diameter of 76.2 mm throughout.
6. For optional BOP stack configurations, see Figure 5: BOP stack configurations – critical sour wells.
25 Well-Site Spacing
25.1 Well-Site Spacing Requirements
Minimum well-site spacing requirements are listed below. For further information refer
to the indicated section(s). A spacing diagram is provided in Appendix 6.
25.2 Diverter Lines
The end of diverter line must terminate at least 50 m from the well in a flare pit or flare
tank. For exceptions to this requirement, see ID 91-3: Heavy Oil/Oil Sands Operations,
Directive 8, Section 1.1, and Section 2.1.1 of this directive.
25.3 Flare Lines
The end of the flare line(s) must terminate a minimum of 50 m from the wellbore (see
Section 2.2.9).
25.4 Flexible Hoses in the Bleed-off and Kill System
Flexible hoses in the diverter, bleed-off, and kill lines without fire sheathing must be
located a minimum of 7 m from the wellbore (see Section 4.1).
Flexible hose(s) used in the flare line(s) must not be located within 9 m of the flare pit or
flare tank (see Section 4.2).
25.5 Flare Tanks and Pits
Flare tanks and pits must be a minimum of 50 m from the wellbore. For exceptions to this
requirement, see ID 91-3: Heavy Oil/Oil Sands Operations, Directive 8, and Sections 2.3
and 2.4 of this directive.
25.6 Accumulators, N2 Backup, and Remote BOP Controls
Accumulators, N2 backup, and the remote controls must be a minimum of 15 m from the
wellbore (see Sections 6.1, 6.2, and 6.3.2).
25.7 Hydraulic BOP Hoses
All nonsteel hydraulic BOP lines (without fire sheathing) must be a minimum of 7 m
from the wellbore (see Section 6.1).
25.8 Engines
All diesel and gasoline engines not equipped with shutoff devices must be a minimum of
25 m from the wellbore, oil storage tank(s), or other source(s) of ignitable vapours (see
Section 8).
25.9 Engine Exhaust
Internal combustion engine exhausts must be a minimum of 6 m from the vertical

centreline (projected upward) of the wellbore (see Section 8.2).
25.10 Electrical and/or Flame-Type Equipment
Any electrical appliance or electrical device that is a potential source of ignition must not
be used within a hazardous location (see Section 12.1).
All electrical motors and electrical generators that are designed such that arcing is
produced during operation must not be placed or operated within a hazardous location
(see Section 12.2).
All flame-type equipment must be a minimum of 25 m from the wellbore, oil storage
tank(s), or other source(s) of ignitable vapours (see Section 12.3).
25.11 Incinerators and/or Burn Pits
Incinerators and burn pits must be a minimum of 50 m from the wellbore, oil storage
tank(s), or other source(s) of ignitable vapours (see Section 12.4).
25.12 Smoking
Smoking is not permitted within 25 m of the wellbore, oil storage tank(s), or other
source(s) of ignitable vapours (see Section 12.5).
25.13 Storage Tanks
Oil storage tank(s) must be a minimum of 50 m from the wellbore (see Section 19.3).
Make-up reserve for hydrocarbon based drilling fluid must be stored a minimum of 25 m
from the wellbore (see Section 19.1).
Make-up reserve for hydrocarbon-based drilling fluid must be stored a minimum of 50 m

from a flare pit/tank, incinerator, or burn pit (see Section 19.1).
Appendix 1 Operational Deficiencies
A drilling rig inspection is normally conducted after the licensee has set surface casing
and drilled out the shoe or after the commencement of drilling operations with a diverter
system.
Deficiencies will not be recorded prior to drilling out the surface casing shoe or prior to
the commencement of drilling operations with a diverter system. The only exception is
where an approved ERP is required (see Section 16.2).
The level of each deficiency is based on the criteria set out in Directive 019: EUB
Compliance Assurance—Enforcement.
Definitions of Unsatisfactory Inspections
• Low Risk unsatisfactory event/inspection (L) — a contravention of regulation(s) or

requirement(s) that represents an acceptable level of risk that requires mitigative
measures within an acceptable time frame.
• High Risk unsatisfactory event/inspection (M) — a contravention of regulation(s)

or requirement(s) that represents an unacceptable level of risk requiring the inclusion
of mitigative measures, provided the benefits outweigh the risks.
The EUB may escalate noncompliance issue(s) to any level should conditions
warrant.
Compliance and Noncompliance Results
Inspection results are rated “X” - satisfactory, “L” - low risk unsatisfactory, “H” - high
risk unsatisfactory.
Items below are numbered in accordance with the Drilling Inspection/Investigation

Report and Sections 1 to 25 of this directive. Items for which there are no deficiencies are
not included in this appendix; therefore, not all numbers appear here.
1 Blowout Prevention System
1.1 BOP Preventer (BOP) Equipment
H 1. No BOP(s) installed on well.
H 2. BOP pressure rating and/or stack arrangement (including spools)

does not meet minimum requirements for the well classification.
L 3. BOPs not adequately supported and/or secured (to substructure).
1.1.1 Metallic Material for Sour Service
H 1. All pressure-containing components within the BOP, bleed-

off, and kill systems do not meet NACE MR0175 requirements
(critical sour wells).
1.1.2 Pipe Rams
H 1. Improper pipe ram size for drill pipe or tubulars that are in use.
H 2. Pipe rams changed out and pressure test on rams not conducted.
1.1.3 Casing Rams
H 1. Casing rams installed and pressure test on rams not conducted.
1.1.4 Ram Locking Devices (Hand Wheels)
L 1. Ram locking devices not readily available, incorrectly sized, and/or

cannot be installed.
1.1.5 Double Drilling/Studding
H 1. Double-drilled/studded BOP equipment (including spools) does

not meet requirements.
1.1.6 Flange- and Clamp-Type Connections
H 1. Flange- or clamp-type connections not designed in

accordance with standards and/or certification not provided.
L 2. Bolts loose and/or missing from BOP system (spools/BOP outlets,

flanges, etc.).
H 3. Connection(s) loosened or taken apart and pressure test on

connection(s) not conducted.
1.2 Casing Bowls
H 1. Sliplock type, threaded, or weld-on casing bowl not used on class I

wells.
H 2. Threaded or weld-on casing bowl not used on well classes II to VI

and critical sour wells.
1.2.1 Sliplock
H 1. Sliplock type casing bowl not installed and/or maintained in

accordance with manufacturer’s specifications.
1.2.2 Threaded
H 1. Threaded casing bowl not properly installed (with regard to make-

up procedures, torque, and the use of thread compounds).
1.2.3 Welded
H 1. Casing bowl not welded in accordance with acceptable procedures.
1.2.4 Casing Bowl Flange, Outlet(s), and Valve(s)
H 1. Casing bowl flange not integral part of casing bowl.
H 2. Casing bowl does not have a side outlet and valve (well classes I,
II, III, and IV).
H 3. Casing bowl does not have flanged or studded outlet(s) and

valve(s) (classes V and VI and critical sour wells).
1.2.5 Pressure Rating
H 1. Casing bowl and/or casing bowl valve does not meet minimum
pressure rating requirements.
L 2. Casing bowl specifications not available at the rig.
1.3 Drill-Through Components
L 1. Drill-through components above BOPs not removable with

pipe/tools in the hole.
1.4 Stabbing Valve and Inside BOP
H 1. Stabbing valve and/or closing handle not on location.
H 2. Inside BOP not on location.
H 3. Stabbing valve not certified as being capable of opening with

7000 kPa pressure below the valve (well classes V and VI and
critical sour wells).
L 4. Stabbing valve and/or hanger cap not full opening.
L 5. Stabbing valve in closed position.
H 6. Stabbing valve and/or inside BOP not operable.
H 7. Stabbing valve and/or valve operating wrench not readily

accessible.
H 8. Inside BOP not readily accessible.
H 9. Drill string crossover sub(s) not available or readily accessible.
L 10. Stabbing valve carrying handles and/or hanger cap not provided
(when required).
H 11. Stabbing valve and/or inside BOP cannot be stripped into the well
(carrying handles and/or hanger cap not removable).
H 12. Stabbing valve and/or inside BOP does not meet NACE MR0175
standards (critical sour well).
1.5 Lower Kelly Cock Valve
H 1. Lower kelly cock not installed and/or not operable (well classes V
and VI and critical sour wells).
H 2. Lower kelly cock not equipped with valve operating wrench.
H 3. Lower kelly cock not certified as being capable of opening with

7000 kPa pressure below the valve.
H 4. Lower kelly cock does not meet NACE MR0175 standards (critical
sour well).
1.6 Stripping Operations
H 1. Stripping tubulars through an annular preventer that is part of the

required BOP equipment (does not apply during well control
situation).
H 2. Stripping drill pipe through a pipe ram that is part of the required
BOP equipment.
1.7 Shop Servicing and Testing of BOPs, Drill-Through Spools, Drill-

Through Adapter Flanges and Flexible Bleed-off and Kill-line Hoses
H 1. BOP certification (shop servicing and testing) does not meet

minimum requirements.
L 2. BOP certification (shop servicing and testing) has expired.
L 3. Shop servicing, testing, and storage documents not available at the

rig.
2 Bleed-off System
2.1 Class I Wells
2.1.1 Diverter Line
H 1. Diverter line does not meet minimum size and/or minimum

pressure rating requirements.
H 2. HCR not installed.
H 3. Fluid turns and/or pipe extensions between drilling spool and
HCR.
H 4. Fluid turns in diverter line not made using right-angle connections

constructed of tees and crosses blocked on fluid turns.
H 5. Diverter line connections not flanged, hammer union, threaded, or

bolted groove lock type.
L 6. Diverter line improperly connected (e.g., loose unions, bolts, etc.).
H 7. Diverter line not connected.
L 8. Diverter line does not terminate in a flare pit or flare tank.
L 9. End of diverter line does not terminate the minimum required

distance from the wellbore.
L 10. Diverter line not adequately secured.
L 11. Fluid turn installed at end of diverter line (flare pit in use).
H 12. Diverter line not self-draining and no means incorporated to ensure

that fluid can be drained (winter operations only).
L 13. Visual inspection of diverter line not conducted and/or recorded.
2.2 Well Classes II to VI and Critical Sour Wells
2.2.1 Bleed-off Line(s)
H 1. Bleed-off line(s) does not meet minimum design requirements

(e.g., size, number of lines, valves, and minimum pressure rating).
H 2. Bleed-off line flange- or clamp-type connections not designed in

accordance with standards and/or certification not provided.
L 3. Bolts loose and/or missing from bleed-off line.
H 4. HCR not installed (primary bleed-off line).
L 5. HCR in open position during normal drilling operation.
L 6. Manual valve(s) (next to HCR) in the closed position.
H 7. Fluid turns and/or pipe extensions between drilling spool/BOP

outlet and innermost valve.
H 8. Manual valve is innermost valve and fluid turns and/or piping

extensions installed between HCR and manual valve.
L 9. More than one valve on secondary bleed-off line in the closed
position.
L 10. Innermost valve on the secondary bleed-off line in open position

and fluid turns and/or piping extensions installed between the
valves.
H 11. Manual valve(s) in bleed-off line(s) not operable.
L 12. Valve handle(s) not installed on bleed-off line valve(s).
H 13. Fluid turn(s) in bleed-off line(s) not made using right-angle

connections constructed of tees and crosses blocked on fluid turns.
H 14. Bleed-off line(s) not connected to the drilling spool/BOP outlet

and/or choke manifold.
L 15. Bleed-off line(s) not adequately secured/supported.
H 16. Bleed-off line(s) does not meet NACE MR0175 standards (critical
sour wells).
2.2.2 Choke Manifold
H 1. The choke manifold does not meet the minimum pressure rating
and/or conform to the configuration (valves, chokes, piping, etc.)
for the class of well being drilled.
L 2. The remote choke is not a nonrubber sleeved choke (critical sour

well).
L 3. No adjustable choke specifications to identify the fully open and

the fully closed position on the choke body and/or on the actuator.
L 4. Valve handles missing on choke manifold valve(s).
H 5. Choke manifold valve(s) not operable.
L 6. Choke manifold casing pressure gauge not installed or readily

accessible for installation at choke manifold and/or remote choke
control.
L 7. Choke manifold and/or remote choke control casing pressure

gauge out of calibration.
H 8. Choke manifold and/or remote choke control casing pressure

gauges not available for each wing of choke manifold.

gauge does not have readable increments of 250 kPa or less (only
surface casing is set).
L 10. MACP exceeds choke manifold and/or remote choke control
casing pressure gauge range (only surface casing is set).

gauge does not have readable increments of 500 kPa or less
(intermediate casing is set).
L 12. Range of choke manifold and/or remote choke control casing

pressure gauge less than the pressure rating of the required BOP
system (intermediate casing is set).
H 13. Isolation valve not provided for choke manifold and/or remote
choke control casing pressure gauge(s).
H 14. Choke manifold does not meet NACE MR0175 standards (critical
sour well).
H 15. Choke manifold not located outside the substructure and/or readily
accessible.
2.2.3 Remote Drill Pipe Pressure Gauge Assembly at Choke Control
H 1. Remote drill pipe pressure gauge(s) not provided or readily

accessible for installation at choke manifold and remote choke
location (if in use and/or required).
L 2. Remote drill pipe pressure gauge inadequate (e.g., out of

calibration).
H 3. Isolation valve(s) not provided for remote drill pipe pressure gauge
at choke manifold and remote choke location (if in use and/or
required).
2.2.4 Mud-Gas Separator(s) (Degasser)
2.2.5 Primary Degasser
H 1. Primary degasser does not meet minimum sizing requirements for

well depth.
H 2. Primary degasser improperly designed (open bottom, construction,

etc.).
H 3. Primary degasser not connected to a separate vent line(s).
H 4. Primary degasser not ready for service and fully connected.
H 5. Primary degasser located in trip tank.
2.2.6 Secondary Degasser (Critical Sour Wells)
H 1. Secondary degasser does not meet minimum sizing requirements

for well depth.
H 2. Secondary degasser improperly designed (construction, etc.).
H 3. Secondary degasser not connected to a separate vent line(s).
H 4. Secondary degasser not ready for service and fully connected.
H 5. Secondary degasser located in trip tank.
2.2.7 Degasser Inlet
H 1. Degasser inlet line does not meet minimum pressure rating

requirements for class of well.
H 2. Degasser inlet line does not meet minimum sizing requirements for
well depth.
H 3. Degasser inlet line connections not flanged, hammer union, or

threaded.
H 4. Fluid turns in degasser inlet line not made using right-angle

connections constructed of tees and crosses blocked on fluid turns.
L 5. Degasser inlet line improperly connected (e.g., loose unions,

bolts).
H 6. Degasser inlet line not connected to the choke manifold and

degasser.
L 7. Valve(s) or other restrictions in the degasser inlet line (downstream

of the last valve on the choke manifold).
L 8. Degasser inlet line not adequately secured.
L 9. Visual inspection of degasser inlet line not conducted and/or

recorded.
H 10. Separate degasser inlet lines not installed from each manifold wing
to each degasser (critical sour well with two degassers deployed).
L 11. Wall thickness test on degasser inlet line not conducted as required
(where a portion of the line is submerged in drilling fluid) and/or
documentation records of the wall thickness test not available at
the rig site.
2.2.8 Degasser Vent Line
L 1. Vent line not made of suitable material composition (e.g., does not
maintain its shape).
L 2. Vent line connections do not have adequate seals.
H 3. Vent line does not meet minimum sizing requirements for well
depth and/or mud tank fluid level (Table 1).
L 4. Vent line not self-draining and no means incorporated to ensure

that fluid can be drained.
L 5. Vent line not void of fluids during drilling operations.
L 6. Vent line not adequately secured to mud tank.
L 7. End of vent line does not terminate 50 m (minimum) from the

wellbore in a flare pit or flare tank.
H 8. Separate vent lines not installed from each degasser to the flare
pit/tank (critical sour well with two degassers deployed).
L 9. Wall thickness test on degasser vent line not conducted as required

(where a portion of the line is submerged in drilling fluid) and/or
documentation records of the wall thickness test not available at
the rig site.
2.2.9 Flare Line(s)
H 1. Flare line does not meet minimum pressure rating requirements for
class of well.
H 2. Flare line does not have a minimum nominal diameter of 76.2 mm

throughout.
H 3. Fluid turns in flare line not made using right-angle connections

constructed of tees and crosses blocked on fluid turns.
H 4. Flare line connections not flanged, hammer union (metal to metal),

or threaded.
L 5. Flare line improperly connected (e.g., loose unions, bolts).
H 6. Flare line not connected to the choke manifold.
L 7. Flare line does not terminate in a flare pit or flare tank.
L 8. End of flare line does not terminate 50 m from the wellbore.
L 9. Flare line not adequately secured.
L 10. Fluid turn installed at end of flare line (flare pit in use).
H 11. Flare line not self-draining and no means incorporated to ensure

that fluid can be drained (winter operations only).
L 12. Visual inspection of flare line not conducted and/or recorded.
H 13. Two flare lines (minimum) not installed (well classes V and VI
and critical sour wells).
2.3 Flare Pits
L 1. Flare pit not constructed to contain a minimum of 8 m3 of fluid.
L 2. Flare pit not constructed with side and back walls 2 m above
ground level.
L 3. Flare pit not constructed to resist erosion of a high-pressure flow of

gas or liquid.
L 4. Flare pit not located a minimum distance of 50 m from the

wellbore.
2.4 Flare Tanks
H 1. Flare tank not constructed of steel.
L 2. Flare tank does not have an impingement plate.
L 3. Flare tank does not have a minimum of 8 m3 capacity.
H 4. Flare tank not open to atmosphere.
L 5. Flare tank not the minimum required distance from the wellbore.
L 6. Flare tank does not have a minimum 50.8 mm liquid loading steel
line that is connected at all times extending a minimum of 9 m
from the tank.
L 7. Liquid in flare tank cannot be isolated from the vent line.
3 Kill System
3.2 Well Classes II-IV and Critical Sour Wells
H 1. Kill system does not meet minimum design requirements (e.g.,

size, number of lines, valves, and minimum pressure rating).
H 2. Flanged check valve(s) not installed in the kill system (critical sour
well).
L 3. Fluid turns and/or pipe extensions between the drilling spool/BOP
outlet and the first manual valve.
H 4. Valve next to the drilling spool/BOP outlet in the open position.
L 5 Valve(s) in the kill system not operable and/or valve handle(s) not
installed.
L 6. Isolation valve not installed on the mud line/standpipe.
L 7. Improper connections used in kill line (from the last valve on the
drilling spool/BOP outlet to the mud line/standpipe).
L 8. Threaded fittings, hammer unions, flange, or clamp-type

connections used in the kill system not properly installed and/or
made up (this includes all studs, bolts, and nuts, etc.).
L 9. Kill line disconnected in more than one place.
L 10. The portion of the kill system from the drilling spools/BOP outlets
up to and including the check valves does not meet NACE MR0175
standards (critical sour wells).
3.3 Well Classes V and VI and Critical Sour Wells
H 1. Kill system does not meet minimum design requirements (e.g.,

size, number of lines, valves, and minimum pressure rating).
L 2. Isolation valve(s) not installed on the mud line/standpipe.
L 3. Fluid turns and/or pipe extensions between the drilling spool/BOP

outlet and the first manual valve.
L 4. Valve next to the drilling spool in the open position.
L 5. Valve(s) in the kill system not operable and/or valve handle(s) not
installed.
L 6. Threaded fittings, hammer unions, flange, or clamp-type

connections used in the kill system not properly installed and/or
made up (this includes all studs, bolts, nuts, etc.)
L 7. Improper connections used in kill line (from the last valve on the
drilling spool/BOP outlet to the mud line/standpipe).
L 8. Kill line disconnected in more than one place.
L 9. The portion of the kill system from the drilling spools/BOP outlets
up to and including the check valves does not meet NACE MR0175
standards (critical sour wells).
4 Flexible Hoses
4.1 Bleed-off, Kill, or Diverter Line(s)
H 1. Flexible hose used in bleed-off, kill, or diverter line(s) does not

meet the minimum required size and/or working pressure.
H 2. Flexible hose used in bleed-off, kill, or diverter line(s) does not

have factory-installed connections.
H 3. Flexible hose used in bleed-off, kill, or diverter line(s) (within 7 m

of wellbore) does not have adequate fire sheathing.
L 4. Flexible hose used in bleed-off, kill, or diverter line(s) does not

maintain its original shape and/or contains bends that exceed the
manufacturer’s specified minimum bending radius.
L 5. Flexible hose used in bleed-off, kill, or diverter line(s) is not

supported to prevent stresses on connecting valves and piping
and/or not protected from mechanical damage.
L 6. Non-flanged flexible hose used in bleed-off, kill, or diverter line(s)

is not secured.
L 7. Flexible hose used in the diverter line(s) within 9 m of the flare pit
or flare tank.
H 8. Metallic components of flexible hose(s) used in the bleed-off

line(s) do not meet NACE MR0175 standards (critical sour wells).
H 9. Elastomeric components of flexible hose(s) used in the bleed-off or

kill line(s) not suitable for sour service (critical sour wells).
L 10. Three-year shop servicing and testing of flexible hose used in

bleed-off, kill, or diverter line(s) does not meet minimum
requirements or certification has expired.
4.2 Flare and Emergency Flare Line(s)

H 1. Flexible hose used in flare and emergency flare line(s) does not
meet the minimum required size and/or working pressure.
H 2. Flexible hose used in flare or emergency flare line(s) does not have
factory-installed connections.
L 3. Flexible hose used in flare or emergency flare line(s) does not

maintain its original shape and/or contains bends that exceed the
L 4. Flexible hose used in flare or emergency flare line(s) is not

supported and/or not protected from mechanical damage.
L 5. Non-flanged flexible hose used in flare or emergency flare line(s)
is not secured.
H 6. Flexible hose used in flare or emergency flare line(s) within 7 m of

wellbore does not have adequate fire sheathing.
L 7. Flexible hose used in the flare or emergency flare line(s) within

9 m of the flare pit or flare tank.
4.3 Degasser Inlet Line(s)
H 1. Flexible hose used in the degasser inlet line(s) does not meet
minimum pressure rating requirements for class of well.
H 2. Flexible hose used in degasser inlet line(s) does not meet the
minimum sizing requirements for well depth.
H 3. Flexible hose used in degasser inlet line(s) does not have factory-
installed connections.
L 4. Flexible hose used in degasser inlet line(s) does not maintain its
original shape and/or contains bends that exceed the
L 5. Flexible hose used in degasser inlet line(s) is not supported and/or

not protected from mechanical damage.
L 6. Non-flanged flexible hose used in degasser inlet line(s) is not

secured.
4.4 Degasser Vent Line
H 1. Flexible hose used in degasser vent line(s) does not meet the
minimum required size.
L 2. Flexible hose used in degasser vent line(s) does not maintain its
original shape throughout its entire length.
L 3. Flexible hose used in the degasser vent line(s) within 9 m of the

flare pit or flare tank.
5 Winterizing
5.1 Winterizing BOP, Accumulator, Bleed-off, and Kill Systems
H 1. Insufficient heat provided to the BOP stack and/or all associated

valves and/or choke manifold and/or accumulator system to
maintain their effectiveness.
H 2. Bleed-off and/or kill and/or diverter and/or flare and/or degasser

inlet line(s) are not empty or filled with a nonfreezing fluid or
heated during cold weather drilling operations.
6 BOP Control Systems
6.1 Accumulator System
H 1. Accumulator pressure dropped below 8400 kPa after function test

(of all required BOP components) with the recharge pump off.
L 2. Accumulator specifications not available at the rig.
H 3. Accumulator hydraulic lines not equal to or greater than the

working pressure of the accumulator system.
H 4. Nonsteel hydraulic BOP hoses located within 7 m of the wellbore

not equipped with adequate fire-resistant sheathing.
H 5. Fire-resistant sheathing significantly damaged on nonsteel

hydraulic BOP hoses located within 7 m of the wellbore.
H 6. BOP hydraulic line end fittings located within 7 m of the wellbore

not fire rated.
H 7. Accumulator system not equipped with an automatic pressure-

controlled primary recharge pump.
H 8. Accumulator system not equipped with two separate automatic

pressure-controlled recharge (primary and secondary) pumps for
well classes V and VI and critical sour wells.
L 9. Accumulator recharge pump (primary or secondary) failed to

recharge the accumulator within 5 minutes.
H 10. Check valve not installed to allow for replacement of accumulator

recharge pump.
L 11. BOP component(s) failed to close within the required time.
H 12. Accumulator not equipped with an accurate gauge showing

accumulator system pressure.
L 13. Fittings and/or gauge not available to obtain accumulator bottle(s)

precharge pressure.
L 14. Accumulator not readily accessible.
L 15. Accumulator not housed.
L 16. Accumulator not adequately heated to maintain its effectiveness.
L 17. Accumulator not located at least 15 m from the wellbore.
L 18. Accumulator vent not installed so that venting takes place outside
the building (side or top of building).
H 19. Accumulator not connected to a backup nitrogen system.
6.2 Backup Nitrogen (N2) System
H 1. Backup N2 system improperly connected to accumulator system.
L 2. Gauge not installed (or readily available for installation) to

determine the backup N2 system pressure.
L 3. Backup N2 system not readily accessible.
L 4. Backup N2 system not housed.
L 5. Backup N2 system not adequately heated to maintain its

effectiveness.
L 6. Backup N2 system not located at least 15 m from the wellbore.
6.3 BOP Controls
6.3.1 Floor Controls
H 1. BOP floor controls not provided for each BOP component and the
HCR in the diverter/bleed-off line.
L 2. BOP floor controls not located near the driller’s position.
H 3. BOP floor controls not capable of opening and closing each BOP
component and the HCR in the diverter/bleed-off line.
L 4. BOP floor control not properly installed and/or correctly identified,

and/or function operations (i.e., open and close) not identified.
L 5. BOP floor controls not equipped with an accurate gauge indicating

the accumulator system pressure.
6.3.2 Remote Controls
H 1. BOP remote controls not provided for each BOP component and
the HCR in the diverter/bleed-off line.
H 2. BOP remote controls not capable of opening and closing each BOP
component and the HCR in the diverter/bleed-off line.
L 3. BOP remote control not properly installed and/or correctly

identified, and/or function operations (i.e., open and close) not
identified.
L 4. BOP remote controls not equipped with an accurate gauge

indicating the accumulator system pressure.
L 5. BOP remote controls not located a minimum of 15 m from the
well.
L 6. BOP remote controls not readily accessible.
L 7. BOP remote controls not housed.
L 8. BOP remote controls not adequately heated to maintain their

effectiveness.
6.3.3 Master Hydraulic Control Manifold Location
L 1. Master hydraulic control manifold not located at the remote

position (critical sour wells).
6.4 BOP Function Test
H 1. BOP(s) or HCR on the diverter/bleed-off line failed to operate

from the floor position.
H 2. BOP(s) or HCR on the diverter/bleed-off line failed to operate

from the remote position.
6.4.2 Daily and Weekly
L 1. Required BOP/HCR function tests not conducted.
6.4.3 Recording
L 1. Required BOP/HCR function tests not recorded in the drilling

logbook.
6.5 Accumulator Sizing Calculations
H 1. Accumulator has insufficient usable fluid available to operate the

required BOP components and retain on the accumulator system a
minimum pressure of 8400 kPa (sizing calculations performed).
H 2. Accumulator has insufficient usable fluid available to operate the

required BOP components, shear the drill pipe/coiled tubing and
retain on the accumulator system a minimum pressure of 8400 kPa,
or the minimum pressure required to shear the drill pipe/coiled
tubing, whichever is greater (sizing calculations performed).
6.6 Backup Nitrogen Sizing Calculations
H 1. Backup N2 system has insufficient equivalent litres of N2 available

(at a minimum pressure of 8400 kPa) to operate the required BOP
components (sizing calculations performed).
H 2. Backup N2 system has insufficient equivalent litres of N2 available

to operate the required BOP components, shear the drill pipe/coiled
tubing and retain on the backup N2 system a minimum pressure of
8400 kPa, or the minimum pressure required to shear the drill
pipe/coiled tubing, whichever is greater (sizing calculations
performed).
7 Pressure Testing
7.2 Classes II to VI and Critical Sour Wells
H 1. Low-pressure and/or high-pressure test(s) not conducted on all

required components and/or casing strings.
L 2. Pressure tests not conducted using low-viscosity fluid.
L 3. Low-pressure test not conducted before the high-pressure test.
L 4. Stabbing valve and/or lower kelly cock not pressure tested from
the bottom.
L 5. Stabilized pressure (of at least 90 per cent of the required test

pressure over a minimum 10-minute interval) not attained.
L 6. Pressure test(s) not recorded in the drilling logbook.
L 7. Third-party pressure test documentation not available at the rig.
L 8. Casing hanger plug not run to isolate the casing (test pressure
exceeded 67 per cent of the bottomhole pressure at the casing
setting depth).
L 9. Minimum 10-minute pressure test not conducted on all required

components and/or casing string(s).
L 10. Inadequate test pressure used for low-pressure and/or high-

pressure test on all required components and/or casing string(s).
8 Engines
8.1 Shutoff Devices
8.1.1 Diesel Engine(s)
L 1. Drilling rig diesel engine(s) operating within 25 m of the well not

equipped with an approved diesel engine shutoff device(s) or not
equipped with an air intake that is located 25 m from the well.
L 2. Drilling rig diesel engine(s) shutoff device does not have a remote
control readily accessible from the driller’s position to shut down
the engine(s).
L 3. Other diesel engines (power tongs, cementing units, etc.) operating

within 25 m of the well not equipped with proper engine shutoff
devices and/or not readily accessible from the truck operator’s
working position.
8.1.2 Gasoline Engine(s)
L 1. Gasoline (including propane) engine(s) operating within 25 m of

the well not equipped with an engine shutoff device(s).
L 2. Gasoline (including propane) engine(s) shutoff device is not

readily accessible to shut down the engine(s).
8.1.4 Testing and Recording
L 1. Internal combustion engine shutoff device(s) not tested as required.
L 2. Internal combustion engine shutoff device(s) test results not

recorded in the drilling logbook.
8.1.5 Conducting Engine Shutoff Test(s)
L 1. Internal combustion engine shutoff device(s) failed to operate.
8.2 Engine Exhaust
L 1. Engine exhaust(s) do not meet minimum requirements.
9 Mud Tanks and Fluid Volume Monitoring Systems

9.1 Mud Tanks
H 1. Mud tanks not provided.
9.2 Mud Tank Fluid Volume Monitoring System
H 1. Fluid volume monitoring system not provided.
9.2.1 Nonautomated (Nonelectronic) Fluid Level Monitors
H 1. Fluid level monitoring system not capable of measuring a change

of ±2 m3 (maximum) in total tank volume.
H 2. Fluid level monitoring system’s float/sensor not located in the

appropriate mud tank compartment.
H 3. Monitoring indicator does not have readable and/or accurate

increments.
H 4. Driller does not know the volume of fluid per increment.
H 5. Monitoring indicator is not readable from and/or located near the

driller’s position.
H 6. Driller does not know the normal fluid level in the mud tanks.
H 7. The fluid volume monitoring system not operating properly.
9.2.2 Automated (Electronic) Mud Tank Fluid Volume Monitoring

Systems
H 1. Automated mud tank fluid volume monitoring system that is

electronically operated not used (well classes V and VI, critical
sour wells, and all wells drilled with oil-based drilling fluids).
H 2. Monitoring system not equipped with mud tank fluid volume

sensors in each active mud tank compartment.
H 3. Monitoring system does not provide accurate and/or continuous

mud tank fluid volume readings (that are reported on an electronic
monitoring station).
H 4. Electronic monitoring station not readable from and/or located near

the driller’s position.
H 5. Monitoring system not capable of detecting a change of ±2 m3

(±1 m3 for critical sour wells) in total tank fluid volume.
H 6. Monitoring system not equipped with an alarm set to detect a

change of ± 2m3 in total tank fluid volume.
H 7. The electronic monitoring station not equipped with chart

recorders (critical sour wells).
H 8. Visual indicator (i.e., flashing light) does not come on

automatically whenever the alarm system is shut off (critical sour
wells).
H 9. Driller does not understand the monitoring system in use.
9.2.3 Automated (Electronic) Mud Tank Fluid Volume Monitoring

Systems—Surface Casing Reductions
H 1. Monitoring system does not meet minimum requirements for

surface casing reduction (Directive 8: Surface Casing Depth
Minimum Requirements).
9.3 Trip Tank—Design and Fluid Level Monitoring
H 1. Trip tank with a fluid level-monitoring system not provided, not in

use, or not operating properly.
H 2. Monitoring indicator does not have readable and/or accurate

increments.
H 3. Suction and/or return lines not connected to the trip tank while
tripping.
H 4. Monitoring indicator is not readable from and/or located near the
driller’s position.
H 5. Driller does not know the volume of fluid per increment.
H 6. Isolated circulating system with an electronic fluid volume

monitoring system not being used and drill string is being
circulated while tripping tubulars (coiled tubing units or top
drives).
9.3.1 Well Classes I, II, and III
H 1. Nonautomated fluid monitoring system not capable of detecting a

change of 0.08 m3 or less (where trip tank surface area less than or
equal to 3.0 m2).
H 2. Nonautomated fluid monitoring system in use and trip tank surface

area is greater than 3.0 m2.
H 3. Automated fluid monitoring system in use and not capable of

detecting a change of 0.04 m3 or less and/or the readout on the
monitoring display is not to a minimum of 2 decimal places.
H 4. Well being circulated during tripping operations (coiled tubing

units or top drives) and automated fluid volume monitoring system
not capable of measuring volume changes of 0.04 m3 or less and/or
the readout on the monitoring display is not to a minimum of 2
decimal places.
9.3.2 Well Classes IV, V, and VI
H 1. Nonautomated fluid monitoring system not capable of detecting a

change of 0.15 m3 or less (where trip tank surface area less than or
equal to 6.0 m2).
H 2. Nonautomated fluid monitoring system in use and trip tank surface

area is greater than 6.0 m2.

H 4. Well being circulated during tripping operations (coiled tubing

units or top drives) and automated fluid volume monitoring system
not capable of measuring volume changes of 0.08 m3 or less and/or
the readout on the monitoring display is not to a minimum of 2
decimal places.
9.3.3 Critical Sour Wells
H 1. Trip tank surface area is greater than 3.0 m2 (critical sour wells).
H 2. Usable trip tank volume is less than 3.0 m3 (critical sour wells).
H 3. Nonautomated fluid monitoring system is in use and the volume

increments on the monitoring board are greater than 0.08 m3
(critical sour well).

10 Well-Site Supervision and Certification
10.1 Well-Site Supervision
H 1. Licensee did not provide an on-site representative who is

responsible for and restricted to this drilling operation.
H 2. Licensee did not provide an on-site rig manger who is responsible

for the supervision of the drilling rig and restricted to this drilling
operation.
H 3. Licensee well-site representative and/or rig manager not readily

available.
H 4. Two well-site licensee representatives (working shifts no longer

than 12 hours) not provided (critical sour well drilling in the
critical zone).
10.1.1 Tripping and Well Control Situations
H 1. Licensee representative or rig manager not present on lease during

tripping in or out of the well (potential hydrocarbon-bearing
zones have been penetrated).
H 2. Licensee representative and rig manager not present on lease

during well control situation.
10.2 Blowout Prevention Certificates—Enform (formerly the Petroleum

Industry Training Service (PITS))
10.2.1 First-Line Supervisor’s Certificate
H 1. Driller does not possess a valid First-Line Supervisor’s Blowout

Prevention Certificate.
10.2.2 Second-Line Supervisor’s Well Control Certificate
H 1. Licensee well-site representative and/or rig manager does not

possess a valid Second-Line Supervisor’s Well Control Certificate.
11 Well Control, Crew Training, and Tripping
11.1 Well Control
H 1. Insufficient drilling fluid density to control formation pressure.
H 2. Well control data not provided.
11.1.1 Maximum Allowable Casing Pressure (MACP)
H 1. MACP improperly calculated.
H 2. MACP not posted in the manifold shack and/or at the remote

choke location.
11.1.2 Reduced Speed Pump Pressure (RSPP)
L 1. The reduced pump speed and/or reduced pump pressure not

recorded in the daily drilling report at least once per tour
(hydrocarbon-bearing zones have been penetrated).
11.1.3 Blowout Prevention and Well Control Procedures
L 1. Well control procedures not posted in doghouse.
11.1.4 STICK Diagram
H 1. STICK diagram not posted in doghouse and/or on-site personnel

have not reviewed or do not understand stick diagram information
H 2. STICK diagram does not contain all the required information.
11.2 Crew Training
11.2.1 BOP Drills
H 1. Required BOP drills not conducted.
11.2.2 Crew Alert Method
H 1. Crew alert device not provided and/or not operable.
11.2.4 Crew Assessment and Procedures
H 1. Crew did not respond to alert.
H 2. Crew training inadequate in the operation of the BOP equipment
and/or well control procedures (crew unable to properly shut in
well).
L 3. Crew training inadequate in the operation of the BOP equipment

and/or well control procedures (well properly shut in, but crew not
familiar with all BOP equipment and/or well control procedures).
11.2.5 Recording BOP Drills
L 1. Required BOP drills not recorded in the drilling logbook.
11.3 Tripping
H 1. Trip margin not sufficient to exert an adequate overbalance of the

expected formation pressures.
L 2. Bottoms-up circulation not conducted and/or weighted pill not

pumped prior to tripping pipe from the well.
11.3.1 Flow Checks
H 1. Ten-minute flow checks not conducted at the required intervals.
L 2. Flow checks not recorded in the drilling logbook.
H 3. Wellbore not filled to surface prior to conducting flow checks.
11.3.2 Hole Filling
H 1. Fluid level in the wellbore dropped more than 30 m from surface

while tripping.
11.3.3 Trip Records
H 1. Trip records not being accurately completed.
L 2. Trip records not available at the rig.
L 3. Total calculated and actual volumes not recorded in the drilling

logbook for each trip.
L 4. Trip record(s) not signed and dated by the licensee and the
contractor representatives (critical zone penetrated).
12 Electrical and Flame-Type Equipment
12.1 Electrical Appliances and Electrical Devices
L 1. Electrical appliance(s) and/or electrical device(s) that are potential

sources of ignition being used within a hazardous location
(wellbore not shut in).
L 2. Electrical appliance(s) and/or electrical device(s) that are potential

sources of ignition being used within a hazardous location where
no on-site safety assessment has been conducted and/or not
reviewed with crew and/or not documented in the tour reports.
12.2 Electrical Motors and Electrical Generators
L 1. Electrical motors and/or electrical generators (where arcing is

produced) being used within a hazardous location not purged
with an air intake located outside the hazardous location.
12.3 Flame-Type Equipment
L 1. Flame-type equipment used within 25 m of the wellbore (wellbore

not shut in).
L 2. Flame-type equipment used within 25 m of a separator, oil storage

tank, or other source of ignitable vapour.
12.4 Incinerators and Burn Pits
L 1. Incinerators and/or burn pits located within 50 m of the wellbore,

separator, oil storage tank, or other source of ignitable vapour.
12.5 Smoking
L 1. Smoking within 25 m of the wellbore, rig, derrick, separator, oil

storage tank, or other source of ignitable vapour.
13 Casing Inspection
13.1 30-Day Casing Inspection
L 1. Required casing integrity tests not performed and/or inadequate.
14 Drillstem Testing
14.1 Drillstem Testing (DST)
H 1. Reverse-circulating sub not installed in the drill string.
H 2. Remote-controlled master valve not installed on the testing head.
L 3. Separate DST line(s) not installed, and/or the end of the line(s)
does not terminate at least 50 m from the well.
H 4. DST line does not meet minimum pressure rating requirements for
class of well.
L 5. DST line does not have a minimum nominal diameter of 50.8 mm

throughout.
L 6. DST line connections not flanged, hammer union, or threaded.
L 7. DST line(s) not secured at 10 m intervals.
H 8. DST manifold does not have (as a minimum) the same pressure
rating as the required BOP system.
L 9. DST manifold not secured to restrict it from movement.
L 10. Liquids produced during DST not separated.
L 11. Liquids produced during DST directed to an earthen pit.
15 High-Hazard Area and Surface Casing Reductions
15.1.1 Surface Casing
H 1. Surface casing not set to a minimum depth of 180 m.
15.1.2 Drilling Fluid Density
H 1. Drilling fluid density not adequate to exert a minimum of 1400 kPa

overbalance (Mannville Group penetrated).
H 1. Emergency flare line not installed.
H 2. Emergency flare line does not meet minimum design requirements

(e.g., size, valves, working pressure).
H 3. Fluid turns and/or pipe extensions between drilling spool and the
innermost valve.
H 4. Fluid turns and/or piping extensions installed between the valves

and the innermost valve is not in the closed position.
L 5. More than one valve on emergency bleed-off line in the closed

position.
H 6. Emergency flare line valves not operable.
L 7. Emergency flare line valve handles not installed.
H 8. Flare line connection to the two valves not flanged and/or
remaining connections (downstream of flanged connection) not
flanged, hammer union, or threaded.
L 9. Emergency flare line improperly connected (e.g., loose unions,

bolts).
L 10. Right-angle fluid turns not used for directional changes in

emergency flare line.
L 11. Fluid turn installed at end of emergency flare line (flare pit in use).
L 12. Emergency flare line not adequately secured.
H 13. Emergency flare line is not self-draining and no means

incorporated to ensure that fluid can be drained (winter operations
only).
L 16. End of emergency flare line does not terminate 50 m from the
wellbore.
L 17. Emergency flare line does not terminate in a flare pit or flare tank.
L 18. Visual inspection of emergency flare line not conducted and/or

recorded in the drilling logbook.
15.2 Surface Casing Reductions
Deficiencies are classified as set out above in Section 15.1.3 (Emergency

Flare Line).
16 Sour and Critical Sour Wells
16.2 Emergency Response Plan (ERP)
H 1. No approved specific ERP where required.
H 2. Copy of ERP not on location.
H 3. Licensee did not conduct review of the ERP with on-site personnel
(required to implement the plan) within 96 hours prior to
conducting operations in the sour zone.
H 4. Licensee on-site representative not familiar with ERP.
H 5. All equipment specified in ERP not installed and/or on location

prior to entering the critical or sour zone.
16.2.1 ERP Notification
L 1. Licensee did not notify all residents prior to entering the first sour
zone.
L 2. Licensee did not notify the EUB and all residents after all drilling
operations were completed (rig release).
16.3 Warning Sign in H2S Area
L 1. H2S warning sign not posted as required.
L 2. H2S warning sign posted but not required (sweet well).
16.4 Critical Sour Well
16.4.1 Drilling Plan
H 1. Copy of drilling plan not on location.
16.4.2 Intermediate Casing
H 1. Intermediate casing not set as required.
L 2. Intermediate casing waiver not on location.
16.4.3 BOP System and Choke Manifold
H 1. BOP stack configuration does not conform to one of the three BOP
stack configurations.
H 2. Ram blanking tool not on location (Configuration 2 or 3 in use).
H 3. BOP stack Configuration 3 in use and insufficient surface or

intermediate casing set to contain the maximum anticipated
reservoir pressure.
H 4. The choke manifold does not meet the minimum pressure rating
for the class of well being drilled and/or conform to the required
critical sour well choke manifold configuration (valves, chokes,
piping, etc.).
L 5. The remote choke is not a nonrubber sleeved choke.
16.4.4 Shear Blind Rams
H 1. Shear blind rams not installed (where required).
L 2. Shear blind rams waiver not on location.
16.4.5 Drill Pipe
H 1. Drill pipe used not premium class or better grade.
16.4.6 Indicators and Recording Devices
H 1. Indicators for pump pressure, pump strokes per minute, hook load,
and/or table torque not installed, and/or operational, and/or visible
from the driller’s position.
H 2. Continuous recording device(s) not provided to record the rate of

penetration, pump pressure, pump strokes per minute, hook load,
rotary table revolutions per minute (rpm), and rotary torque.
L 3. Continuous recording device(s) records not available.
16.4.7 H2S Monitoring
H 1. Drilling fluid pH continuous monitoring system not installed

(water-based drilling fluid and drilling in the critical zone).
L 2. Drilling fluid pH continuous monitoring system does not have an

alarm to indicate a drop in pH (water-based drilling fluid and
drilling in the critical zone).
L 3. Drilling fluid pH not maintained above 10.5 (water-based drilling

fluid and drilling in the critical zone).
H 4. Ambient H2S detector not located at the shale shaker (during

drilling in the critical zone).
L 5. Ambient H2S monitoring system does not have audible and visible
alarms located near the driller’s position (during drilling in the
critical zone).
H 6. Portable ambient H2S concentration detection device not on

location (during drilling in the critical zone).
16.4.8 Sulphide Monitoring
H 1. Drilling fluid sulphide content not monitored as required.
L 2. Records of the sulphide content in the mud not maintained while

drilling in the critical zone.
16.4.9 Drilling Fluid Volumes
H 1. The usable surface drilling fluid volume is less than 100% of the
calculated volume of a gauge hole minus the drill string
displacement.
16.4.10 Testing and Coring
H 1. Drillstem test conducted on critical sour zone(s).
H 2. No ability to circulate above the core barrel (when required).
16.4.11 Underbalanced Drilling
H 1. Underbalanced drilling not conducted in accordance with

requirements.
H 2. Underbalanced drilling conducted where residents reside in the

calculated EPZ (within critical zone).
16.4.12 Personnel
L 1. Licensee and/or contractor representative(s) do not have a current

Enform H2S Alive certification.
L 2. Drilling rig crew member(s) does not have a current Enform H2S
Alive certification.
L 3. Five-man drilling rig crew not provided.
L 4. On-site personnel not trained in H2S safety.
L 5. Safety personnel and adequate safety equipment for all workers not
on site.
16.4.13 Ignition Criteria
H 1. Licensee does not have clear and specific plans in place to ignite
an uncontrolled flow.
H 2. Dual ignition system not installed as required.
17 Well-Site Records and Reporting
17.1 Notification of Commencement of Drilling (Spud)
L 1. Licensee did not notify the appropriate Field Centre within 12

hours of the commencement of the drilling of a well.
17.2 Drilling and Completion Data Recording
L 1. Daily record of operations not recorded in the drilling logbook.
17.3 Loss of Circulation, Kicks and Blowouts
17.3.1 Loss of Circulation—Recording and Reporting
L 1. Loss of circulation not recorded in the drilling logbook.
H 2. Loss of circulation not reported to the EUB (well requires an EUB-

approved ERP).
17.3.2 Kick—Recording and Reporting
L 1. Kick not recorded in the drilling logbook.
H 2. Kick not reported to the EUB (well requires an EUB-approved

ERP).
17.3.3 Blowout—Recording and Reporting
L 1. Blowout not recorded in the drilling logbook.
H 2. Blowout not reported to the EUB Field Centre immediately.
17.4 Deviation Surveys
L 1. Deviation surveys not conducted as required.
L 2. Records of deviation surveys not available.
17.5 Directional Surveys—Critical Sour Wells
L 1. Directional surveys not conducted as required.
L 2. Records of directional surveys not available.
17.6 Well Licence Posting
H 1. Well being drilled without a valid EUB well licence.
L 2. Well licence not posted.
18 Licensee and Contractor Inspections
18.1 Daily Inspections
L 1. Daily inspections not conducted.
L 1. Daily inspections not recorded.
18.2 Detailed Inspections
L 1. Detailed inspections not conducted as required.
L 2. EUB Field Centre not contacted 48 hours prior to conducting

detailed inspection (prior to penetrating the critical zone).
L 1. Detailed inspections not recorded.
19 Well-Site Fluids and Environment
19.1 Invert Mud Systems
L 1. Make-up reserve for invert mud system located within 25 m of the

wellbore.
L 2. Make-up reserve for invert mud system located within 50 m of a

flare pit/tank, and/or incinerator, and/or burn pit.
H 3. Use of oil-based drilling fluids (or any other potentially toxic

drilling additive) when drilling above the “base of groundwater
protection” depth.
19.2 Crude Oil Used to Release Stuck Pipe (Spotting)
L 1. On-site safety not addressed before commencing crude oil spotting

operations.
L 2. Crude oil used for spotting not dead oil and/or contains H2S.
L 3. Subsurface pressures not maintained at all times during the

spotting and circulation of the crude oil.
19.3 Oil Storage Tanks
L 1. Oil storage tank not located 50 m from the wellbore, and/or flare
pit/tank, and/or incinerator, and/or burn pit.
19.4 Temporary Aboveground Storage Tank Diking Requirements
L 1. Temporary aboveground storage of fluids produced or stored does

not meet requirements.
19.5 Sump Construction and Operation
H 1. Sump not excavated from impervious undisturbed subsoil or

constructed in permeable soil and not sealed with clay, a synthetic
liner, or any other approved technique.
L 2. Sump not sized for anticipated volume of drilling fluid.
L 3. Sump not located and/or constructed to prevent collection of

natural run-off water.
19.7 Containment of Fluids and Spills
H 1. Fluids not properly contained (spilled off lease).
L 2. Fluids not properly contained (spilled on lease).
H 3. Spill on lease (in excess of 2 m3) and/or any spill off lease not
reported to the EUB.
L 4. Landowner not advised of spill off lease or significant (in excess of

2 m3) spill on lease.
19.8 Noise Emissions
L 1. Drilling operations exceed permissible sound levels.
19.9 Odour Emissions
H 1. H2S emissions off lease.
L 2. Other odour emissions off lease.
19.10 Waste Management
19.10.1 Characterization
L 1. Information not readily available to show proper characterization

and/or volume of waste generated on site.
19.10.2 Storage
L 1. Waste generated on site not properly stored.
L 2. All waste not removed after the completion of drilling operations.
L 3. Information not readily available to show proper storage, handling,

and volume of all waste generated on site.
19.10.3 Disposal
L 1. Waste material generated on site not disposed of in an approved

manner.
19.10.4 Accounting and Documentation
L 1. Records not readily available to show the source, volume, and final
disposition of all waste generated on site.
20 Underbalanced Drilling
H/L 1. Underbalanced drilling operation does not meet the minimum

requirements set out in ID 94-3: Underbalanced Drilling.
21 Oil Sands Core Holes and Evaluation Wells
21.1 Surface Mineable Areas
H 1. Conductor pipe not set into a competent formation.
H 2. Diverter system not installed or not operable.
L 3. Sufficient heat not provided to ensure proper operation of diverter

system.
L 4. Diverter system not mechanically tested daily.
L 5. Diverter line does not terminate a minimum of 15 m away from the

wellbore.
L 6. Diverter line not adequately secured.
L 7. The mud tank or pit not located a minimum of 2 m from the

wellbore.
H 8. Stabbing valve (or similar device) not provided.
H 9. Stabbing valve and associated tools not operable and/or readily

accessible.
L 10. Stabbing valve in closed position.
H 11. Crossover subs (if required for the stabbing valve) not provided.
H 12. Equipment inadequate to shut off any flow through the inside of
the drill string (wireline coring operations).
H 13. Hole not kept full of drilling mud during coring or tripping
operations.
L 14. Engine shut off devices not provided or not operable (within 15 m
of the wellbore).
L 15. Core shacks, doghouses, etc., do not have two doors and/or one of
the doors does not open facing away from the wellbore (within 15
m of the wellbore).
L 16. Open flame and/or other sources of ignition located within 15 m of

the wellbore.
L 17. Winter shrouding surrounding the wellbore not open at the top
and/or bottom.
H 18. Crew training inadequate.
H 19. Licensee well-site representative does not possess a valid Enform

Second-Line Supervisor's Certificate and/or not readily available.
22 Other EUB Requirements
H/L 1. Noncompliance with other EUB regulations and requirements.
Appendix 2 Equipment Symbols
Vent
Nitrogen bottle Accumulator Hydraulic oil reservoir Charge pump
Threaded valve Threaded hydraulic valve Flanged valve Flanged hydraulic valve
Threaded manual choke Flanged manual choke Flanged remote choke Threaded check valve
Flanged check valve Pop valve Shock hose Bull plug Pressure gauge Flow direction
Threaded
outlets Flanged or
Hole fill
line studded outlets
Flow line
Lubricator Flow tee Casing bowls
Threaded
outlets
Flanged or
Spool Spool studded outlets
Spools
Appendix 3 Blowout Preventer Systems
Class I—minimum pressure rating 1400 kPa
Drilling blowout prevention systems for

• wells without surface casing set terminating in the Upper Cretaceous (i.e., above the Viking Zone) and/or not exceeding a
true vertical depth of 750 m
• heavy oil/oil sands wells where a surface casing reduction has been approved
• wells where surface casing is required to be set at a depth greater than 450 m
• wells where hydrocarbon-bearing formations may be encountered above the required surface casing setting depth
ACCUMULATOR SYSTEM
Annular
Spool To flare pit/tank

152.4 mm throughout
50.8 mm
Minimum conductor casing of 20 m
BLOWOUT PREVENTION STACK

Note:
1. The diverter line must be a minimum nominal diameter of 152 mm throughout.
Class II—minimum pressure rating 7000 kPa
ACCUMULATOR SYSTEM
Inlet line to
mud-gas separator
Annular
Blind ram
50.8 mm
Spool
Pipe ram
50.8 mm
50.8 mm
Note:
throughout.
7. An optional BOP stack arrangement (for class II wells only) would allow the pipe ram to be placed above the drilling spool.
Class III—minimum pressure rating 14 000 kPa
ACCUMULATOR SYSTEM
Inlet line to
mud-gas separator
Annular
Blind ram
50.8 mm
Spool
Pipe ram
50.8 mm
50.8 mm
Note:
throughout.
Class IV—minimum pressure rating 21 000 kPa
Note:
throughout.
Class V—minimum pressure rating 34 000 kPa
ACCUMULATOR SYSTEM

mud-gas separator

76.2 mm
Blind ram

Spool 76.2 mm
From upper To flare pit/tank
spool
Pipe ram
Kill line Secondary bleed-off 76.2 mm

76.2 mm throughout 76.2 mm throughout spool
76.2 mm
50.8 mm 50.8 mm
Manual choke

Note:
1. Kill lines, bleed-off lines, choke manifold, and flare lines must be a minimum nominal diameter of 76.2 mm throughout.
3. Minimum pressure rating for flare and degasser lines is 14 MPa.
5. For optional BOP stack configurations, see Figure 5: BOP stack configurations—critical sour wells.
Class VI—minimum pressure rating 69 000 kPa
Drilling blowout prevention systems for wells exceeding a true vertical depth of 6000 m
ACCUMULATOR SYSTEM

mud-gas separator

76.2 mm
Blind ram

Spool 76.2 mm
From upper To flare pit/tank
spool
Pipe ram
Kill line Secondary bleed-off 76.2 mm

76.2 mm throughout 76.2 mm throughout spool
76.2 mm
50.8 mm 50.8 mm
Manual choke

Note:
1. Kill lines, bleed-off lines, choke manifold, and flare lines must be a minimum nominal diameter 76.2 mm throughout.
5. For optional BOP stack configurations, see Figure 5: BOP stack configurations—critical sour wells.
Appendix 4 NACE Requirements for Metallic Materials Exposed to H2S
The information provided in this appendix, including Figure 14, is from the current
edition of NACE MR0175.
Sulphide stress cracking is affected by the following factors:
• metal composition, strength, heat treatment and microstructure;
• hydrogen ion concentration (pH) of the environment;
• H2S concentration and total pressure;
• total tensile stress (applied plus residual);
• temperature; and
• time.
NACE states that its standard applies to all components of equipment exposed to sour
environments where failure by sulphide stress cracking would
• prevent the equipment from being restored to an operating condition while continuing
to contain pressure, and/or
• compromise the integrity of the pressure-containment system, and/or
• prevent the basic function of the equipment from occurring.
A sour environment (as defined by NACE) exists when the partial pressure of H2S in a
wet (water as a liquid) gas phase of a gas or gas condensate or in crude oil is equal to or
exceeds 0.34 kPa (abs).
Figure 14 graphically defines a sour environment. If the H2S concentration and pressure
plot into the sulphide stress cracking region of the graph, careful attention should be
given to the control of the drilling fluid environment (to neutralize the H2S) and
consideration should be given to the use of equipment that meets NACE standards for
metallic materials.
For critical sour wells, all pressure-containing components within the BOP, bleed-off,
and kill systems must meet NACE MR0175 standards.
For further information, refer to NACE MR0175 (current edition).
Note: 1 kPa = 0.145089 psi
© 2002 by NACE International. All rights reserved by NACE: reprinted by permission. NACE standards are
revised periodically. Users are cautioned to obtain the latest edition; information in an outdated version of the
standard may not be accurate.
Figure 14. Sour gas systems
Appendix 5 Shop Servicing and Testing of BOPs, Drill-Through Spools, Drill-
Through Adapter Flanges, and Flexible Bleed-off and Kill-Line Hoses
Three-Year Certification Requirements
• All BOPs, drill-through spools, drill-through adapter flanges, and flexible bleed-off
and kill-line hoses used during drilling operations must be shop serviced and pressure
tested at least once every three years from the in-service date. The in-service date is
defined as the day the BOPs, drill-through spools, and flexible bleed-off and kill-line
hoses are placed in service after the certification process (see storage requirements
below).
• Three years after the in-service date, the BOPs, drill-through spools, drill-through
adapter flanges, and flexible bleed-off and kill-line hoses must be taken out of service
and sent to a qualified BOP repair facility for certification.
• Prior to expiry of the three-year in-service date, the BOPs, drill-through spools, drill-
through adapter flanges, and flexible bleed-off and kill-line hoses must be recertified
prior to being put back into service if they have been subjected to
- an uncontrolled flow (blowout) of reservoir fluid,
- pressures in excess of the manufacturers rating,
- a sour fluid exposure (where the equipment is not NACE MR0175 certified), or
- a serious kick or a well control operation of extended duration.
• BOPs, drill-through spools, drill-through adapter flanges. and flexible bleed-off and
kill-line hoses must not be placed on a well where the drilling program for the well
would exceed the certification expiry date. However, certification would remain in
effect for well operations in progress after the three-year expiry period if unforeseen
hole problems were encountered. This extended duration must not exceed 30 days
without approval from EUB Well Operations in Calgary.
Personnel Qualifications and Documentation
Qualified repair personnel, as described below, must supervise or perform all repairs for
the three-year certification on BOPs, drill-through spools, drill-through adapter flanges.
and flexible bleed-off and kill-line hoses.
The certifying Professional Engineer (P.Eng.) is an engineer who must have

• previous experience or training in repair of pressure vessel and pressure control
equipment,
• a practical working knowledge of BOP equipment,
• experience with general quality control standards, and
• professional status in Alberta.
The certifying P.Eng. will approve or provide inspection and repair methods, as well as
approve the quality control procedure to ensure that the repairs are completed as required
and adhere to applicable API, ASME, and AWS standards.
Personnel who perform BOP repairs must have

• knowledge of working principles of the BOP equipment,
• mechanical competency in the disassembly, repair, and reassembly of the equipment
type and model, and
• training through in-house programs, Original Equipment Manufacturer (OEM)
training, or previous on-the-job training under supervision in facilities that provide a
similar service or are otherwise approved by the certifying P.Eng.
Welders must hold a Journeyman Welding Ticket with a “B” Pressure endorsement and
should have experience in BOP repair or as specified by the OEM or certifying P.Eng.
Non-Destructive Testing (NDT) Personnel must have a minimum of a Canadian General

Standards Board (CGSB) Level II NDT Certification, or as required by the OEM or
certifying P.Eng. They should also have prior experience in the inspection of BOPs.
The certifying Party must be an OEM designated representative, a certifying P.Eng., or a

designated person with industry experience approved by a certifying P.Eng.
Shop Servicing Requirements

The following procedures are the minimum requirements for shop servicing BOPs, drill-
through spools, drill-through adapter flanges (and flexible bleed-off and kill-line hoses
where applicable):
• All mechanical and hydraulic components must be completely disassembled and
cleaned.
• During disassembly, an identification system must be employed so that all of the
unit’s component parts are traceable.
• The received condition of the equipment and all repairs required must be recorded.
• Each component must have written specifications for acceptable condition approved
by the OEM or a certifying P.Eng.
• All wearing components must be measured with calibrated and traceable measuring
and testing instruments, and the measurements recorded.
• Non-Destructive Testing (NDT) must be performed and recorded by an individual
with a minimum CGSB Level II (according to OEM specifications or a P.Eng.’s
written procedure).
• Each component repaired must have written inspection criteria, sizes, tolerance, and
part numbers, as well as written repair methods, including welding procedures, heat
treatment, and parts standards approved by the OEM or a certifying P.Eng. Reference
must be made to the appropriate API, ASME, and AWS standards. All repairs
completed must be clearly identified on the repair report.
• All elastomers must be replaced, with the exception of the annular packing elements
and ram rubbers, which are at the discretion of the “certifying party.” (Certifying
party is defined as an OEM-designated representative, a certifying P.Eng., or a
designated person with industry experience approved by a P.Eng.)
• Parts replaced or added to the BOPs, including elastomers, must be traceable and
designed for the purpose with equivalent or superior performance and must be
approved by the OEM or a certifying P.Eng. All parts replaced are to be clearly
identified on the repair report.
Pressure Testing Requirements

All BOPs must be completely assembled, function tested, and pressure tested. These tests
must be completed and recorded on the final certification before shipment:
• Closed preventer tests must be performed at low- and high-pressure with the low-
pressure test always preceding the high-pressure test.
• A low-pressure test of 1400 kPa must be applied and held below the closed preventer
(rams/annular packing unit).
• A high-pressure test at least equal to the rated working pressure of the preventer must
be applied and held below the closed preventer (rams/annular packing unit).
• An opened and closed function hydraulic chamber pressure test must be performed to
the manufacturer’s hydraulic system rating.
• All pressure tests are to be held for a 15-minute duration.
• Additional pressure tests must be conducted if required by the OEM or the certifying
P.Eng.
All drill-through spools and flexible bleed-off and kill-line hoses must be pressure tested
to their rated working pressure for a 15-minute duration.
Storage Requirements
It is acceptable to store BOPs, drill-through spools, drill-through adapter flanges, and
flexible bleed-off and kill-line hoses after certification prior to their being placed in
service. The BOPs, drill-through spools, drill-through adapter flanges, and flexible bleed-
off and kill-line hoses must be properly stored according to OEM standards or a
certifying P.Eng.’s specifications.
In-Service Date
For BOPs, if the storage period exceeds one year, the in-service date is the date that the
BOPs were certified.
For drill-through spools, drill-through adapter flanges, and flexible bleed-off and kill-line
hoses, the in-service date is the date that the equipment is placed into service.
Documentation must be available to confirm proper storage.
Documentation
Documentation consists of inspection, repair, and testing reports that have been reviewed
and signed off by the certifying party. The certification of the equipment must be retained
in a file system containing a copy of the records and repair history keyed to a unique
identification number.
A copy of the certification document must be available at the rig site and contain, as a
minimum, the following information:
• date of certification and the in-service date;
• facility where certification was completed, including work order or job number;
• manufacturer, model, pressure rating, bore size, and serial number of equipment; and
• signature of certifying party.
The EUB acknowledges the Canadian Association of Oilwell Drilling Contractors

(CAODC) for their contribution to the revision of the EUB’s Three-Year Shop Servicing
and Testing Requirements. Further information can be obtained in CAODC’s
Recommended Practice 6.0 – Blowout Preventer Inspection and Certification.
Appendix 6 Well-Site Spacing—Minimum Distance Requirements
Flexible hose in degasser

vent line or flare line
9m
Accumulator
Remote BOP Flare pit/incinerator/burn pit
controls
50 m 50 m
15 m
Hydrocarbon make-up
Internal combustion reserve (invert)
engine exhaust
25 m 25 m
6m
Flame type equipment
Internal combustion
25 m 50 m
BOP hydraulic hoses engine without shutoff
without fire sheathing devices
7m
Flexible hoses without Smoking
fire sheathing in bleed-off
and kill system Per electrical code
Electrical motors and generators (arcing without

purging) 50 m
Electrical devices that are potential sources of
ignition
Oil storage tank
Appendix 7 Accumulator Sizing Calculations
Accumulator Sizing—Method 2
Accumulator sizing calculations are performed to determine if the accumulator can

provide sufficient usable hydraulic fluid* at a minimum pressure of 8400 kPa (or for
CTUs and critical sour wells with shear rams, the minimum final pressure required to
shear the drill pipe, whichever is greater) to effectively close the required BOP
components, open the HCR on the diverter/bleed-off line, and operate any additional
BOP equipment in use with the accumulator recharge pump turned off.
Method Basis
An accumulator’s volume of usable* fluid is equal to the volume of hydraulic fluid
expelled as the pressure is reduced from the operating pressure (accumulator) to the final
pressure. The reduction in pressure causes the gas cap to expand, which expels the
hydraulic fluid.
The gas used to pressurize the accumulator is assumed to function as an ideal gas.
To Determine Usable Accumulator Hydraulic Fluid Volume at a Pressure Above 8400 kPa
P = pressure
PPRE = precharge pressure
POP = accumulator operating pressure
PF = accumulator final pressure
V = volume
VOP = gas volume at operating condition
VTOT = total bottle volume
VF = gas volume at final condition
VUSABLE = usable volume above 8400 kPa
VPRE = initial pressure, VTOT = VPRE
1) From the Ideal Gas Law, the following pressure (P), fluid volume (V) relations are
known:
VPRE PPRE = VOP POP = VFPF
2) By definition:
VTOT = VPRE
Therefore:
VTOT PPRE VTOT PPRE

VOP = VF =
POP PF
*
Usable fluid is the amount of fluid stored in the accumulator at a minimum pressure of 8400 kPa.
3) The hydraulic fluid volume (F) is the total volume minus the volume occupied by the
gas:
FOP = VTOT − VOP FF = VTOT − VF
4) The usable fluid (VUSABLE) available is the difference between the fluid available at
operation conditions and final conditions:
VUSABLE = FOP – FF
= VF – VOP
VTOT PPRE VTOT PPRE

-
= PF POP
= VTOT PPRE (1/PF – 1/POP)
The usable fluid available is equal to the accumulator volume multiplied by the precharge
pressure multiplied by the difference between the reciprocals of the final pressure and the
operating pressure.
Calculation Formula
VUSABLE = Accumulator Volume x Precharge Pressure x (1/Fin Pres – 1/Op Pres)
SAMPLE CALCULATION 1
Rig Specifications
Accumulator Data:
151.6 litre accumulator with

21.0 MPa operating pressure
7.0 MPa precharge pressure
BOP Data:
254 mm 21 MPa Hydril GK annular BOP

254 mm 21 MPa Hydril manual lock pipe rams∗
101.6 mm 21 MPa Cameron HCR hydraulic valve
Calculation Formula
Since the minimum final∗∗ pressure required is 8400 kPa (8.4 MPa),
VUSABLE = Accumulator Volume x Precharge Pressure x (1/8.4 MPa – 1/Op MPa)
∗
If precharge is greater than 8.4 MPa, final pressure must equal precharge pressure.
∗∗
If two sets of pipe rams are required or in use, the closing volume for each set must be included in the
calculations.
Step 1:
VUSABLE = Accumulator Volume x Precharge Pressure x (1/8.4 MPa – 1/Op MPa)
VUSABLE = 151.6 litres x 7.0 MPa x (1/8.4 MPa – 1 /21 MPa)

= 151.6 litres x 7.0 x 0.07143
= 75.8 litres
Step 2:
Determine fluid volume needed to function preventers (see Appendix 9).
Volume to close annular = 28.1 litres

Volume to close pipe rams = 12.5 litres
Volume to open hydraulic valve = 2.0 litres
Total volume = 42.6 litres

Conclusion
The accumulator is adequate because 75.3 litres of usable fluid is available (above
8400 kPa), when only 42.6 litres of fluid is needed to activate the BOP components.
SAMPLE CALCULATION 2—FOR CRITICAL SOUR WELLS
Rig Specifications
Drill Pipe:
114.3 mm 16.5 kg/m E grade drill pipe
Accumulator Data:
795 litre accumulator with

21.0 MPa operating pressure
7.0 MPa precharge pressure
BOP Data:
103 mm 34 MPa Shaffer Floseal HCR hydraulic valve

346 mm 34 MPa Shaffer SL manual lock pipe rams (2 sets)
346 mm 34 MPa Shaffer LWS posi lock shear/blind ram (these rams require a
minimum final accumulator operating pressure of 10 MPa to shear 114.3 mm grade E
drill pipe)
Calculation Formula
VUSABLE = Accumulator Volume x Precharge Pressure x (1/Fin Pres – 1/Op Pres)
The minimum final pressure required to shear 114.3 mm grade E drill pipe with 343 mm
34 MPa Shaffer LWS posi lock shear/blind ram is 10 MPa; therefore, the final operating
pressure cannot be less than 10 MPa.
Note that pressures required to shear drill pipe vary, depending on the drill pipe in use
and the make and model of the shear ram.
VUSABLE = Accumulator Volume x Precharge Pressure x (1/10 MPa – 1/Op MPa)
Step 1:
VUSABLE = Accumulator Volume x Precharge Pressure x (1/10 MPa – 1/Op MPa)
VUSABLE = 795 litres x 7.0 MPa x (1/10 MPa – 1 /21 MPa)

= 795 litres x 7.0 x .052381
= 291.5 litres
Step 2:
Determine fluid volume needed to operation the preventers (see Appendix 9).
Volume to close pipe ram = 16.5 litres
Volume to open pipe ram = 20.1 litres
Volume to close blind/shear ram = 40.0 litres*
Total required volume = 164.2 litres
Conclusion
The accumulator is adequate because 291.5 litres of usable fluid is available (above 10
MPa), when only 164.2 litres of fluid is needed to activate the BOP components and
shear the drill pipe.
*
If a nitrogen (N2) booster is installed (tied directly to the blind/shear rams), the closing volume requirements for
the blind/shear rams is not included in the sizing calculation for the accumulator and the minimum pressure
requirements for the accumulator remain at 8400 kPa.
Appendix 8 Nitrogen Sizing Calculations
Nitrogen Sizing— Method 2
Nitrogen (N2) sizing calculations are conducted to determine if the backup N2 system can
provide sufficient usable N2 at a minimum pressure of 8400 kPa (or for CTUs and critical
sour wells with shear rams, the minimum final pressure required to shear the drill pipe,
whichever is greater) to effectively close the required BOP components, open the HCR
on the diverter/bleed-off line, and operate any additional BOP equipment in use with the
accumulator isolated.
Method Basis
A N2 bottle’s volume of usable fluid is equal to the volume of gas expelled as the
pressure is reduced from the operating pressure, causing the gas to expand into the BOP
closing system.
N2 is assumed to function as an ideal gas.
To Determine Usable Backup N2 Fluid Volume at a Pressure Above 8400 kPa

P = pressure
POP = backup N2 operating pressure
PF = backup N2 final pressure
V = volume
VOP = gas volume at operating condition
VTOT = total bottle volume
VF = gas volume at final condition
VUSABLE = usable volume above 8400 kPa
1) From the Ideal Gas Law, the following pressure (P) volume is known:
POP VOP = PFVF

or
VF POP
=
VOP PF
2) The gas volume at operating conditions (VOP) fills the bottle volume (VTOT):
VOP = VTOT
The gas volume at final conditions (VF) fills the bottle and enters the BOP closing
system (VUSABLE):
VF = VTOT + VUSABLE
3) Substituting:
VTOT + VUSABLE POP

=
VTOT PF
⎡ POP ⎤
VUSABLE = VTOT ⎢⎣ PF - 1⎥⎦
If all bottles are the same size, then an average pressure may be used (see Section 6,
Figure 2, for bottle dimensions).
P1 + P2 +….
POP =
#N2 bottles
and the total number of N2 bottles must be used.
VTOT = V1 + V2 + …
If all bottles are not the same size, VUSABLE must be calculated for each bottle and totalled
for the system.
Calculation Formula
⎡ POP ⎤
SAMPLE CALCULATION 1
Rig Specifications
Backup N2 Data:
Two 42-litre N2 bottles @

17.5 MPa and 14.0 MPa
BOP Data:

254 mm 21 MPa Hydril manual lock pipe rams∗
101.6 mm 21 MPa Cameron HCR hydraulic valve
∗
If two sets of pipe rams are required or are in use, the closing volume for each set must be included in the
calculations.
Calculation Formula
⎡ POP ⎤
Since the minimum final pressure required is 8400 kPa (8.4 MPa),
⎡ ⎤
VUSABLE = VTOT ⎢⎢⎢ POP - 1⎥⎥⎥
⎣ 8.4 MPa ⎦
Step 1:
Average pressure of N2 bottles is 17.5 MPa + 14.0 MPa

2 bottles
= 15.75 MPa
Step 2:
Total N2 volume available is VTOT = 42 litres + 42 litres
= 84 litres
⎡ 15.75 ⎤
⎢⎣ 8.4 MPa - 1⎥⎦
Step 3: VUSABLE = 84 litres
= 73.5 litres
Step 4:
Determine fluid volume needed to operate the preventers (see Appendix 9).

Volume to close pipe rams = 12.5 litres
Conclusion
The backup N2 supply is adequate, since VUSABLE (73.5 litres) is greater than the fluid
volume required (42.6 litres) to activate the BOP components.
Sample Calculation 2—For Critical Sour Wells

Rig Specifications
Drill Pipe:
114.3 mm 16.5 kg/m grade E drill pipe
Backup N2 Data:
Five 50 litre N2 bottles @

17.5 MPa, 17.5 MPa, 17 MPa, 17 MPa, and 16.5 MPa
BOP Data:
103 mm 34 MPa Shaffer Floseal HCR hydraulic valve

346 mm 34 MPa Shaffer SL manual lock pipe rams (2 sets)
346 mm 34 MPa Shaffer LWS posi lock shear/blind ram (these rams require a
minimum final accumulator operating pressure of 10 MPa to shear 114.3 mm grade E
drill pipe)
Calculation Formula
⎡ POP ⎤
The minimum final pressure required to shear 114.3 mm grade E drill pipe with the shear
rams in use is 10 MPa; therefore, the final operating pressure cannot be less than 10 MPa.
Note that pressures required to shear drill pipe vary, depending on drill pipe in use and
the make and model of shear ram.
⎡ ⎤
VUSABLE = VTOT ⎢⎢⎢ POP - 1⎥⎥⎥
⎣10.0 MPa ⎦
Step 1:
Average pressure of N2 bottles = 17.5 MPa + 17.5 MPa + 17 MPa + 17 MPa + 16.5 MPa
5 bottles
= 17.1 MPa
Step 2:
Total N2 volume available = VTOT = 50 litres x 5 bottles
= 250 litres
⎡17.1 MPa ⎤
⎢ - 1⎥
Step 3: VUSABLE = 250 litres ⎣ 10 MPa ⎦
= 177.5 litres
Step 4:
Determine fluid volume needed to operate the preventers (see Appendix 9).

Volume to open pipe ram = 20.1 litres
Volume to close blind/shear ram = 40.0 litres
Conclusion
The backup nitrogen supply is adequate, since VUSABLE (177.5 litres) is greater than the
fluid volume required (164.2 litres) to activate the BOP components and shear the drill
pipe.
Appendix 9 BOP Fluid Volume Requirements
(Note that not all BOPs are listed in these tables)
Bowen Tools Ram-Type BOP
BOP size Litres Litres
Model or Type (mm) Working pressure (kPa) Vertical bore (mm) to close to open
51924 64 34000 64 1.4 1.1
51922 64 42000 64 0.6 0.6
60701 64 69000 64 1.6 1.3
51923 64 69000 64 0.7 0.7
50460 65 103400 65 1.1 1.1
51926 76 34000 76 1.1 0.8
51928 76 34000 76 2.0 1.9
51927 76 69000 76 1.1 0.8
51929 76 69000 76 2.0 1.9
61040 102 34000 102 3.4 3.1
61048 102 34000 102 4.5 6.1
61044 102 69000 102 3.4 3.1
61050 102 69000 102 4.5 6.1
47034 103 69000 103 1.6 1.3
60467 103 103400 103 1.6 1.3
61053 114 21000 114 3.4 3.1
61057 114 34000 114 6.9 6.2
61055 114 69000 114 3.4 3.1
61060 114 69000 114 6.9 6.2
51938 140 21000 140 5.7 5.2
63642 179 69000 179 2.8 2.8
Cameron - Ram-Type BOP (manual lock)
U 152 21000 179 4.9 4.9
U 152 34000 179 4.9 4.9
U 179 69000 179 4.9 4.9
U 179 103400 179 4.9 4.9
U 254 21000 279 12.7 12.1
U 254 34000 279 12.7 12.1
U 279 69000 279 12.7 12.1
U 279 103400 279 12.7 12.1
U 305 21000 346 22.0 20.4
U 346 34000 346 22.0 20.4
U 346 69000 346 22.0 20.4
U 346 103400 346 42.8 44.3
U 425 21000 425 37.1 40.1
U 425 34000 425 37.1 40.1
U 476 69000 476 87.1 94.3
U 508 14000 527 31.8 29.7
U 508 21000 527 31.8 29.7
U 540 14000 540 31.8 29.7
U 540 69000 540 100.3 91.2
U 680 14000 680 39.4 37.3
U 680 21000 680 39.4 37.3
UL 179 21000 179 8.7 8.3
UL 179 34000 179 8.7 8.3
UL 179 69000 179 8.7 8.3
UL 179 103400 179 8.7 8.3
T 346 69000 346 52.6 48.8
QRC 152 21000 179 3.1 3.6
QRC 152 34000 179 3.1 3.6
QRC 203 21000 229 8.9 10.2
QRC 203 34000 229 8.9 10.2
QRC 254 21000 279 10.5 12.0
QRC 254 34000 279 10.5 12.0
QRC 305 21000 346 16.7 19.3
QRC 406 14000 426 22.7 26.7
QRC 457 14000 451 22.7 26.7
QRC 508 14000 527 22.7 26.7
SS 152 21000 179 3.3 2.7
SS 152 34000 179 3.3 2.7
SS 203 21000 229 5.7 4.9
SS 203 34000 229 5.7 4.9
SS 254 21000 279 5.7 4.9
SS 254 34000 279 5.7 4.9
SS 305 21000 346 11.0 9.5
SS 356 34000 346 11.0 9.5
(continued)
Cameron - Ram-Type BOP (manual lock) (continued)
type F w/type L oper. 152 21000 179 15.0 13.1
type F w/type H oper. 152 21000 179 2.0 4.0
Type F w/type W2 oper. 152 21000 179 5.7 8.7
(continued)
Cameron - Ram-Type BOP (manual lock) (concluded)
Model or Type (mm) Working pressure (kPa) Vertical bore (mm) to close to close
type F w/type W oper. 152 21000 179 8.7 11.5
Cameron - Ram-Type BOP (posi lock)
T 476 103400 476 92.0 84.8
TL 473 34000 473 68.8 66.0
TL 473 69000 473 76.5 73.4
TL 473 103400 473 92.0 84.8
UII 476 69000 476 93.5 84.4
UII 476 103400 476 131.4 122.3
Cameron - Ram-Type BOP (manual lock shear rams)

U 152 21000 179 6.4 6.1
Ua 152 21000 179 12.5 6.1
U 152 34000 179 6.4 6.1
Ua 152 34000 179 12.5 6.1
U 179 69000 179 6.4 6.1
Ua 179 69000 179 12.5 6.1
U 179 103400 179 6.4 6.1
Ua 179 103400 179 12.5 6.1
Ua 346 34000 346 43.9 41.3
Ua 346 69000 346 43.9 41.3
Ua 425 21000 425 40.9 44.3
Ua 425 34000 425 40.9 44.3
Ua 508 14000 527 63.6 59.4
UL 179 21000 179 10.2 10.2
UL 179 34000 179 10.2 10.2
UL 179 69000 179 10.2 10.2
UL 179 103400 179 10.2 10.2
a Indicates shear ram with booster.
Dreco and Griffith Oil Tool - Ram-Type BOP

1531 179 21000 178 2.0 1.5
1101 179 34000 178 2.6 1.9
Dresser OME (Guiberson) - Ram-Type BOP
TYPE H HYD CYL 152 21000 187 4.2 3.6
TYPE H HYD CYL 203 14000 230 4.2 3.6
Hydril - Ram-Type BOP (manual lock)

SENTRY 179 21000 179 1.3 1.2
SENTRY 179 34000 179 1.3 1.2
Hydril 152 21000 179 3.8 4.9
Hydril 152 34000 179 3.8 4.9
Hydril 179 69000 179 7.2 6.8
Hydril 179 103400 179 14.0 12.9
Hydril 203 21000 229 7.2 7.2
Hydril 203 34000 229 7.2 7.2
Hydril 254 21000 279 12.5 12.1
Hydril 254 34000 279 12.5 12.1
Hydril 279 69000 279 19.7 18.9
Hydril 279 103400 279 33.3 30.7
Hydril 304 21000 346 20.4 18.5
Hydril 346 34000 346 20.4 18.2
Hydril 346 69000 346 46.2 43.9
Hydril 476 34000 476 64.7 60.9
Hydril 508 21000 527 30.7 27.3
Hydril 508 14000 539 30.7 27.3
Hydril 539 34000 539 66.2 62.8
Hydril - Ram-Type BOP (posi lock)
Hydril 152 21000 179 4.5 4.9
Hydril 152 34000 179 4.5 4.9
Hydril 179 69000 179 7.6 6.8
Hydril 179 103400 179 14.8 12.8
Hydril 279 69000 279 21.5 18.9
Hydril 279 103400 279 35.2 30.7
Hydril 279 137800 279 47.3 43.5
Hydril 304 21000 346 22.3 18.5
Hydril 346 34000 346 22.3 19.7
Hydril 346 69000 346 48.5 43.9
Hydril 346 103400 346 47.7 41.6
Hydril 425 69000 425 54.9 53.4
Hydril 476 34000 476 67.8 60.9
Hydril 476 69000 476 64.7 59.1
Hydril 476 103400 476 73.4 42.4
Hydril 508 21000 527 68.1 61.7
Hydril 508 14000 539 68.1 61.7
Hydril 539 34000 539 73.1 62.8
Hydril - Ram-Type BOP (manual lock shear rams)

Hydril 254 21000 279 20.8 18.9
Hydril 254 34000 279 20.8 28.9
Hydril 279 69000 279 33.3 31.0
Hydril 279 103400 279 33.3 30.7
Hydril 305 21000 346 43.5 42.4
Hydril 346 34000 346 43.5 42.4
Hydril 346 69000 346 46.2 43.9
Hydril 476 34000 476 64.7 60.9
Hydril 508 21000 527 65.1 61.7
Hydril 508 14000 527 65.1 61.7
Hydril 527 34000 537 66.2 62.8
Hydril - Ram-Type BOP (posi lock shear rams)
Hydril 254 21000 279 22.7 18.9
Hydril 254 34000 279 22.7 18.9
Hydril 279 69000 279 35.2 31.0
Hydril 279 103400 279 35.2 30.7
Hydril 279 137800 279 47.3 43.5
Hydril 305 21000 346 45.4 42.4
Hydril 346 34000 346 45.4 42.4
Hydril 346 69000 346 48.5 43.9
Hydril 346 103400 346 47.7 41.6
Hydril 425 69000 425 59.1 53.4
Hydril 476 34000 476 67.8 60.9
Hydril 476 69000 476 64.7 59.1
Hydril 476 103400 476 73.4 63.2
Hydril 508 21000 527 68.1 61.7
Hydril 508 14000 527 68.1 61.7
Hydril 527 34000 527 73.1 62.8
NL Shaffer - Ram-Type BOP (manual lock)
LWS 103 34000 103 1.9 1.8
LWS 103 69000 103 1.9 1.8
LWS 152 21000 179 4.5 3.8
LWS 152 34000 179 4.5 3.8
LWS 179 69000 179 24.0 22.3
LWS 179 103400 179 24.0 22.3
LWS 203 21000 229 9.8 8.6
LWS 203 34000 229 9.8 8.6
LWS 229 69000 229 9.2 9.2
LWS 254 21000 279 6.6 5.5
LWS 254 34000 279 11.3 9.9
LWS 279 69000 279 13.7 12.5
LWS 305 21000 346 12.7 11.2
LWS 346 34000 346 12.7 11.2
LWS 346 69000 346 40.1 37.2
LWS 406 21000 425 17.8 15.6
LWS 425 34000 425 25.0 22.8
LWS 508 14000 540 19.2 16.9
LWS 508 21000 540 19.2 16.9
LWP 152 21000 179 2.1 1.9
LWP 203 21000 229 2.9 2.9
SL 279 69000 279 31.2 26.5
SL 279 103400 279 35.5 30.7
SL 346 21000 346 20.6 16.9
SL 346 34000 346 20.6 16.9
SL 346 69000 346 47.8 39.8
SL 346 103400 346 47.8 39.8
SL 425 34000 425 52.9 48.1
SL 425 69000 425 54.8 47.3
B+E 152 21000 179 10.4 8.7
B+E 152 34000 179 10.4 8.7
B+E 203 21000 229 10.4 8.7
B+E 203 34000 229 10.4 8.7
B+E 254 21000 279 12.3 10.2
B+E 254 34000 279 12.3 10.2
B+E 279 69000 279 13.7 12.5
B+E 305 21000 346 13.4 11.0
B+E 356 34000 346 13.4 11.0
B+E 406 14000 394 13.8 11.4
SENTINEL 179 21000 179 2.6 2.1
NL Shaffer - Ram-Type BOP (posi lock)
LWS 179 103400 179 27.4 25.0
LWS 254 34000 279 18.0 15.8
LWS 279 69000 279 15.9 14.0
LWS 305 21000 346 20.2 17.8
LWS 346 34000 346 20.1 16.7
LWS 425 21000 425 27.4 24.2
LWS 425 34000 425 27.4 24.2
LWS 476 69000 476 57.9 50.0
LWS 508 14000 540 29.5 26.0
LWS 508 21000 540 29.5 26.0
NL Shaffer - Ram-Type BOP (posi lock shear rams)

LWS 179 69000 179 19.6 19.8
LWS 254 34000 279 35.2 32.1
LWS 279 69000 279 31.1 28.4
LWS 305 21000 346 40.0 36.4
LWS 346 34000 346 40.0 36.4
LWS 346 69000 346 43.8 39.8
LWS 425 34000 425 52.9 48.1
LWS 508 14000 540 63.9 58.1
LWS 508 21000 540 63.9 58.1
LWS 540 52000 540 60.8 52.5
LWS 540 69000 540 60.8 52.5
Shafco - Ram-Type BOP (manual lock)

RT 179 21000 179 2.6 2.1
RT 179 34000 179 2.6 2.1
NRS or RS 279 21000 279 12.3 10.2
NRS or RS 279 34000 279 12.3 10.2
NRS or RS 346 21000 346 13.4 10.9
NRS or RS 346 34000 346 13.4 10.9
Townsend International (Weatherford) - Ram-Type BOP (manual lock)
TYPE '81 179 21000 179 2.6 2.1
TYPE '81 179 34000 179 2.8 2.3
TYPE '81 229 21000 229 2.8 2.3
TYPE '81 229 34000 229 2.8 2.3
TYPE '82 179 34000 179 5.5 4.5
TYPE '82 279 21000 279 6.6 5.5
TYPE '88 229 21000 229 2.9 2.6
Wellsite Specialists Incorporated WSI - Ram-Type BOP

Duke 179 21000 179 2.7 2.2
Cameron - Annular Preventers, Diverters, and Strippers

Model or Type (MM) Working pressure (kPa) Vertical bore (mm) to close to open
A 152 34000 179 8.3 7.2
A 152 69000 179 15.1 11.7
A 279 34000 279 29.5 24.6
A 279 69000 279 45.8 39.7
A 346 34000 346 59.7 52.6
A 346 69000 346 81.4 70.8
A 425 34000 425 124.9 109.8
D and DL 179 21000 179 6.4 5.3
D and DL 179 34000 179 6.4 5.3
D and DL 179 69000 179 11.1 9.7
D and DL 179 103400 179 26.3 23.2
D and DL 179 137800 179 31.7 28.6
D and DL 279 21000 279 21.4 17.8
D and DL 279 34000 279 21.4 17.8
D and DL 279 69000 279 38.4 34.3
D and DL 279 103400 279 89.0 80.6
D and DL 346 21000 346 45.9 39.1
D and DL 346 34000 346 45.9 39.1
D and DL 346 69000 346 68.5 61.1
D and DL 425 21000 425 84.4 71.9
D and DL 425 34000 425 84.4 71.9
D and DL 476 34000 476 137.8 109.8
D and DL 476 69000 476 193.1 170.7
D and DL 527 21000 527 153.3 107.5
D and DL 540 14000 540 153.3 107.5
Griffith Oil Tool - Annular Preventers, Diverters, and Strippers
1100 179 21000 179 14.8 12.7
1100 179 34000 179 14.8 12.7
Hydril - Annular Preventers, Diverters, and Strippers
MSP 152 14000 179 10.7 7.5
MSP 203 14000 229 17.3 11.2
MSP 254 14000 279 28.1 19.8
MSP 508 14000 527 117.5 71.7
MSP 508 14000 552 117.5 71.7
MSP 749 3500 749 227.1 N/A
GX 279 69000 279 67.6 67.6
GX 279 103400 279 91.2 91.2
GX 346 34000 346 60.9 60.9
GX 346 69000 346 91.2 91.2
GX 346 103400 346 128.7 128.7
GX 476 69000 476 219.6 219.6
GL 346 34000 346 74.8 a 74.8
GL 425 34000 425 133.6 b 133.6
GL 425 (dual) 34000 425 166.6 b 166.6
GL 476 34000 476 166.6 c 166.6
GL 476 (dual) 34000 476 219.5 c 219.5
GL 540 34000 540 219.5 d 219.5
GK e 152 21000 179 10.8 8.5
GK e 152 34000 179 10.8 8.5
GK 179 69000 179 35.7 26.8
GK 179 103400 179 42.4 28.4
GK 179 137800 179 41.3 27.3
GK 211 or 203 21000 229 16.4 12.9
GK 212 or 203 34000 229 25.9 22.0
GK 229 69000 229 60.2 45.2
GK 254 21000 279 28.1 21.0
GK 254 34000 279 37.1 30.2
GK 279 69000 279 95.0 71.8
GK 305 21000 346 43.0 33.8
GK 346 34000 346 68.1 f 53.6 f
GK 346 69000 346 140.8 g 100.3 g
GK 406 14000 425 66.1 59.8
GK 406 21000 425 79.6 59.8
GK 425 34000 425 108.6 75.4
a Add 31.2 L to closing volume if secondary chamber is in use.
b Add 62.8 L to closing volume if secondary chamber is in use.
c Add 75.7 L to closing volume if secondary chamber is in use.
d Add 111.7 L to closing volume if secondary chamber is in use.
e Compact GK.
f With 216.9 mm piston stroke. Older model uses 247.7 mm piston stroke and 137.7 L to close, 93.3 L to open.
g With 266.7 mm piston stroke. Older model uses 247.7 mm piston stroke and 137.7 L to close, 93.3 L to open.
NL Shaffer - Annular Preventers, Diverters, and Strippers
SPHERICAL 103 69000 103 9.0 7.3
SPHERICAL 152 21000 179 17.3 12.2
SPHERICAL 152 34000 179 17.3 12.2
SPHERICAL 179 69000 179 64.8 52.8
SPHERICAL 203 21000 229 27.4 19.0
SPHERICAL 203 34000 229 41.4 33.1
SPHERICAL 254 21000 279 41.6 25.7
SPHERICAL 254 34000 279 70.7 55.2
SPHERICAL 279 69000 279 115.8 93.4
SPHERICAL 305 21000 346 89.0 55.5
SPHERICAL 346 34000 346 89.3 65.9
SPHERICAL 346 69000 346 194.0 161.6
SPHERICAL 425 34000 425 125.9 96.9
SPHERICAL 476 34000 476 182.3 142.4
SPHERICAL 508 14000 540 123.4 64.0
SPHERICAL 540 34000 540 232.3 180.8
Regan Forge & Engineering Co. - Annular Preventers, Diverters, and Strippers
K 76 21000 76 0.8 N/A
K 102 21000 102 3.0 N/A
K 178 21000 179 6.1 N/A
K 219 21000 200 12.9 N/A
K 245 21000 225 21.6 N/A
K 273 21000 254 28.8 N/A
K 299 21000 276 30.7 N/A
K 299 21000 283 39.0 N/A
K 340 21000 314 57.9 N/A
K 349 21000 349 75.3 N/A
K 406 21000 N/A 85.2 N/A
K 473 21000 N/A 111.7 N/A
KFD 406 2070 203 6.6 N/A
KFD 473 2070 203 9.5 N/A
KFD 508 2070 203 9.5 N/A
KFD 559 2070 203 11.4 N/A
KFD 610 2070 203 11.4 N/A
KFL 346 21000 346 73.8 N/A
KFL 346 34000 346 83.3 N/A
KFL 346 69000 346 92.7 N/A
KFL 426 21000 426 97.5 N/A
KFL 426 34000 426 109.8 N/A
KFL 426 69000 426 119.2 N/A
KFL 508 14000 527 107.9 N/A
KFL 508 21000 527 121.1 N/A
KFL 508 34000 527 132.5 N/A
KFL 762 6900 673 194.9 N/A
KFL 762 14000 673 212.0 N/A
KFL 762 6900 711 179.8 N/A
KFL 762 14000 711 196.8 N/A
TORUS 152 21000 179 16.3 N/A
TORUS 203 21000 229 30.7 N/A
TORUS 203 42000 229 30.7 N/A
Tesco - Annular Preventers, Diverters, and Strippers

DUAL 179 34000 179 12.9a 18.2a
a Each element.
Townsend International (Weatherford) - Annular Preventers, Diverters, and Strippers
TYPE '84 179 21000 179 10.8 8.5
TYPE '84 179 34000 179 10.8 8.5
TYPE '84 229 21000 229 16.4 12.9
TYPE '84 229 34000 229 16.4 12.9
TYPE '84 279 21000 279 23.3 17.4
Cameron - Hydraulically Operated Valves

LINE SIZE Litres Litres
Model or Type (mm) Working pressure (kPa) Bore size (mm) to close to open
HCR 102 21000 102 2.3 2.0
HCR 102 34000 102 2.3 2.0
HCR 152 21000 178 8.5 7.4
HCR 152 34000 178 8.5 7.4
F 51 6600/21000 46 0.4 0.4
F 51 34000/103400 46 0.6 0.6
F 51 6600/21000 52 0.4 0.4
F 51 34000/103400 52 0.6 0.6
F 64 6600/69000 65 0.8 0.8
F 64 103400 65 1.5 1.5
F 76 6600/14000 79 0.6 0.6
F 76 21000/34000 79 0.9 0.9
F 76 69000 79 1.0 1.0
F 76 103400 79 1.9 1.9
F 102 14000/34000 105 1.1 1.1
F 102 69000 105 2.2 2.2
F 152 14000/34000 156 3.2 3.2
DV 102 21000 102 3.0 4.2
DV 102 34000 102 3.0 4.2
DV 152 21000 178 7.9 13.6
DV 203 21000 229 9.1 21.2
DV 254 21000 279 21.6 43.2
DV 254 34000 279 21.6 43.2
DV 305 21000 346 44.7 85.9
NL Shaffer - Hydraulically Operated Valves
FLO-SEAL 51 21000 52 0.8 0.8
FLO-SEAL 51 (reg) 34000 43 0.8 0.8
FLO-SEAL 51 34000 52 0.8 0.8
FLO-SEAL 52 69000 52 1.5 1.5
FLO-SEAL 52 103400 52 1.5 1.5
FLO-SEAL 64 14000 65 1.1 1.1
FLO-SEAL 64 21000 65 1.1 1.1
FLO-SEAL 64 34000 65 1.1 1.1
FLO-SEAL 76 14000 79 1.1 1.1
FLO-SEAL 76 21000 79 1.1 1.1
FLO-SEAL 76 34000 79 1.1 1.1
FLO-SEAL 78 69000 78 2.3 2.3
FLO-SEAL 102 21000 103 3.0 3.0
FLO-SEAL 102 34000 103 3.0 3.0
FLO-SEAL 103 69000 103 4.9 4.9
FLO-SEAL w RAM LOCK 51 (reg) 14000 43 1.1 1.1
FLO-SEAL w RAM LOCK 51 14000 52 1.1 1.1
DB 76 21000 79 1.1 1.1
DB 76 34000 79 1.1 1.1
DB 78 69000 78 2.3 2.3
DB 102 21000 103 3.0 3.0
DB 102 34000 103 3.0 3.0
DB 103 69000 103 4.9 4.9
DB 152 21000 179 7.6 7.6
Rockwell Manufacturing - Hydraulically Operated Valves
AC VALVE w U-1 HYD 51 14000 N/A 0.5 0.4
51 21000 N/A 0.5 0.4
51 34000 N/A 0.5 0.4
51 69000 N/A 0.8 1.8
64 14000 N/A 1.0 0.9
64 21000 N/A 1.0 0.9
64 34000 N/A 1.0 0.9
64 69000 N/A 1.7 1.6
76 14000 N/A 1.1 0.9
76 21000 N/A 1.9 1.7
76 34000 N/A 1.9 1.7
102 14000 N/A 2.6 2.3
102 21000 N/A 2.6 2.3
102 34000 N/A 3.9 3.7
Appendix 10 Crew Shut-in Procedures
SHUT-IN PROCEDURES – WHILE DRILLING
Crew Member Driller Derrick Hand Motor Hand Floor Hand #1 Floor Hand #2
(1) Floor (1) Floor (1) Floor (1) Floor (1) Floor
Position
(2) Choke manifold (2) Mud Tanks (2) Choke Manifold (2) Choke Manifold (2) Messenger
Duties: CALL ALERT Go to Floor Go to Floor Go to Floor Go to Floor
RAISE KELLY Go to Mud Tanks Go to Choke Manifold Assist Motor Hand Assist Driller
STOP PUMP MONITOR TRIP TANK
OPEN HYDRAULIC VALVE
FLOW CHECK CLOSE ANNULAR PREVENTER SLOWLY CLOSE
SHUT-IN Go to choke manifold or to hydraulic choke CHOKE (Do not
control panel exceed max.
allowable SICP)
LET PRESSURES STABILIZE (5-15 min.)
REPORT INCREASE
READ & RECORD SIDPP
IN TRIP TANK
READ & RECORD SICP
VOLUME
RECORD TRIP TANK GAIN
At direction of Driller, NOTIFY
RIG MANAGER &
PREPARE TO KILL WELL
LICENSEE’S
REPRESENTATIVE
SHUT-IN PROCEDURES – WHILE TRIPPING

Position
Duties: Remain in derrick until
CALL ALERT Go to Floor Go to Floor Go to Floor
called down
POSITION UPPER TOOL JOINT
ABOVE TABLE
SET SLIPS AND SET SLIPS AND REMOVE SET SLIPS AND REMOVE
Go to Mud Tanks
REMOVE ELEVATORS ELEVATORS ELEVATORS
INSTALL STABBING
INSTALL STABBING VALVE IN
MONITOR TRIP TANK Go to Choke Manifold VALVE IN OPEN
OPEN POSITION; CLOSE
POSITION; CLOSE
FLOW CHECK OPEN HYDRAULIC VALVE
SHUT-IN SLOWLY CLOSE
CLOSE ANNULAR PREVENTER CHOKE (Do not exceed Assist Driller Assist Driller
max. allowable SICP)
INSTALL KELLY OPEN STABBING
VALVE
INSTALL KELLY INSTALL KELLY
Go to Choke Manifold or to hydraulic
choke control panel
LET PRESSURES STABILIZE (5-
REPORT INCREASE
15 min.) READ & RECORD SIDPP
IN TRIP TANK Assist Motor Hand
READ & RECORD SICP
VOLUME
RECORD TRIP TANK GAIN
At direction of Driller, NOTIFY RIG
PREPARE TO KILL WELL OR STRIP
MANAGER & LICENSEE’S
IN
REPRESENTATIVE
SHUT-IN PROCEDURES – WHILE OUT OF THE HOLE

Position
Duties: CALL ALERT Go to Floor Go to Floor Go to Floor Go to Floor
FLOW CHECK OPEN HYDRAULIC
Assist Driller
SHUT-IN VALVE CLOSE BLIND Go to Choke Manifold Assist Motor Hand Assist Driller
Go to Mud tanks
RAMS
Go to Choke Manifold or to
SLOWLY CLOSE CHOKE (Do
hydraulic choke control
MONITOR TRIP TANK not exceed max. allowable
panel
SICP)
LET PRESSURE
STABILIZE (5-15 min.)
READ & RECORD SICP REPORT INCREASE IN
RECORD TRIP TANK TRIP TANK VOLUME
AGAIN
At direction of Driller,
PREPARE TO STRIP IN,
NOTIFY RIG MANAGER &
SNUB, OR TOP KILL
LICENSEE’S
WELL
REPRESENTATIVE
Appendix 11 Crew Training Assessment Form
Licensee Unique Identifier Date
LE LSD SEC TWP RG W M EV M D Y
Licensee Representative Contractor Representative
Contractor Rig # EUB Inspector
Operations at the time of the BOP drill Drilling F Tripping F Out of hole F
FLOW CHECK PROCEDURES

DRILLING TRIPPING OUT OF HOLE
Yes No Yes No Yes No
Alert called Alert called Alert called
Rotary stopped
Kelly hoisted TJ positioned
Tool joint (TJ) positioned Slips set
Elevators removed
Stabbing valve installed
Hole filled Hole filled
Pump shut off Pump shut off Pump shut off
Flow diverted to trip tank (TT) Flow diverted to TT Flow diverted to TT
TT zeroed TT zeroed TT zeroed
Monitored TT for flow Monitored TT for flow Monitored TT for flow
SHUT-IN PROCEDURES
DRILLING TRIPPING OUT OF HOLE
Yes No Yes No Yes No
Alert called Alert called Alert called
Rotary stopped
Kelly hoisted
(TJ) positioned TJ positioned
Slips set
Elevators removed
Stabbing valve installed
Hole filled
Pump shut off Pump shut off
HCR opened HCR opened HCR opened
Annular closed Annular closed Blind rams closed
Choke slowly closed Choke slowly closed Choke slowly closed
Kelly installed
Stabbing valve opened
Pressures stabilized Pressures stabilized Pressures stabilized
SICP & SIDPP recorded SICP & SIDPP recorded SICP recorded
Gains recorded
Supervisors notified Supervisors notified Supervisors notified
Prepared to kill well Prepared to trip in or kill Prepared to trip in or kill
(continued)
Crew Training Assessment Form (page 2)
RESPONSE TIMES
Recommended Actual
1) Time to respond to alert: 1 minute ______

2) Procedures for flow checks completed; well is ready for flow check: 3 minutes ______
3) Well is shut in and ready to record pressures: 5 minutes ______
CREW ASSESSMENT (YES/NO)
1) Did all crew members respond to alert?_________________________________________

2) Did all crew members know their positions and responsibilities?________________________
3) Was flow check completed in the proper manner?___________________________________
4) Was well shut-in completed in the proper manner?______________________________________
5) Was maximum allowable casing pressure (MACP) understood by licensee and contractor representatives, driller, and
choke operator?_____________________________________________________________
6) Did crew know how to obtain SIDPP, SICP, and tank gain?_______________________________________
7) Did driller know the reduced pump speed and reduced pump pressure?_____________________________
8) Does driller understand well control methods/procedures?______________________________________
COMMENTS:
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
Appendix 12 Fluid Level Drop from Surface
Licensees must ensure that there is sufficient trip margin pressure to compensate for swab
pressures and for the loss in hydrostatic pressure that occurs when tripping the drill string
from the well (overbalanced drilling operation).
When tripping pipe from a well, the well must be filled with drilling fluid at sufficiently
frequent intervals so that the fluid level in the wellbore does not drop below a depth of
30 m from surface.
The maximum length of drill pipe that can be pulled while tripping before the level drops
30 m from surface when the pipe is removed from the well depends on
• the dimensions of the drill pipe,
• the internal diameter of the casing, and
• whether the drill pipe is pulled dry or wet.
Calculation—Pulling Dry Pipe
The calculation below is based on the assumption that the fluid level in the drill pipe
remains the same height as the fluid level in the annulus. The volume of steel removed
(drill pipe) must equal the volume of mud required to replace the resulting drop in fluid
level.
Therefore, the maximum length of drill pipe that can be pulled before the fluid level
drops 30 m from surface can be calculated with the following method:
1) Determine annular capacity (m3/m), drill pipe capacity (m3/m), and drill pipe
displacement (m3/m).
Maximum annular fluid volume drop (m3) = 30 m x [annular capacity (m3/m) + drill
pipe capacity (m3/m)]
2) The maximum allowable drill pipe length that can be pulled (m) =
maximum annular fluid volume drop (m3)
drill pipe displacement (m3/m)
Example 1
Tubular Data:
Casing size 244.5 mm Drill pipe size 114.30 mm

Grade J55/K55 Mass 29.77 kg/m
Mass 53.57 kg/m
Annular volume = 0.030 m3/m

Drill pipe capacity = 0.0067 m3/m
Drill pipe displacement = 0.0042 m3/m
1) A 30 m drop in the annulus is also a 30 m drop inside the drill pipe:

Volume of a 30 m drop = 30 m x [0.030 + 0.0067] m3/m = 1.10 m3
2) Length of dry drill pipe to be pulled to drop fluid 30 m in annulus:
Volume of 30 m drop = 1.10 m3 = 262 m of pipe
Drill pipe displacement 0.0042 m3/m
Example 2
Tubular Data:

Grade H40 Mass 20.83 kg/m
Mass 29.76 kg/m

1) A 30 m drop in the annulus is also a 30 m drop inside the drill pipe:

30 m x [0.0130 + 0.0057] m3/m = 0.561 m3
2) Length of dry drill pipe to be pulled to drop fluid 30 m in annulus:

Volume of 30 m drop = 0.561 m3 = 208 m of pipe
3
Drill pipe displacement 0.0027 m /m
Calculation—Pulling Wet Pipe
The calculation below is based on the assumption that the volume of fluid in the drill pipe
remains in the drill pipe as the pipe is being pulled. When the stand is unscrewed, the
fluid level in the drill pipe in the well remains full. Therefore, the volume of steel plus the
volume of fluid in the drill pipe removed must equal the volume of mud in the annulus
(between the casing and drill pipe) required to replace the resulting drop in fluid level.
Therefore, the maximum length of wet drill pipe that can be pulled before the fluid level
drops to 30 m can be calculated with the following method:
1) Determine the annular capacity (m3/m), drill pipe capacity (m3/m), and drill pipe
displacement (m3/m).
2) Maximum annular fluid volume drop (m3) = 30 m x annular capacity (m3/m).
3) The maximum allowable drill pipe length that can be pulled (m)
= maximum annular fluid volume (m3)
drill pipe displacement (m3/m) + drill pipe capacity (m3/m)
Example 1
Tubular Data:

Grade J55/K55 Mass 29.76 kg/m
Mass 53.57 kg/m
1) Volume of 30 m drop in annulus (but not in drill pipe) = 30 m x 0.030 m3/m = 0.9 m3
2) Length of wet pipe pulled to drop fluid 30 m in annulus
= Volume of 30 m drop
drill pipe capacity + drill pipe displacement
= 0.9 m3 = 83 m of pipe
0.0067m3/m + 0.0042 m3/m
Example 2
Tubular Data:

Grade H40 Mass 20.83 kg/m
Mass 29.76 kg/m

1) Volume of 30 m drop in annulus (but not in drill pipe) = 30 m x 0.39 m3/m = 0.9 m3
2) Length of wet drill pipe pulled to drop fluid 30 m in annulus
= Volume of 30 m drop
drill pipe capacity + drill pipe displacement
= 0.39 m3 = 47 m of pipe
0.0057m3/m + 0.0027 m3/m
Appendix 13 Electrical Inspections of Drilling Rigs
The following document describes and formalizes the roles and expectations of the EUB
and Alberta Municipal Affairs – Safety Services (AMA-SS) regarding the electrical
conditions at rigs. Electrical systems at rigs are subject to the Safety Codes Act, which is
administered by accredited municipalities, accredited corporations, and AMA-SS.
EUB Roles and Expectations
EUB inspectors conduct inspections of drilling rigs to ensure compliance with EUB
requirements. They are not inspecting the electrical systems on those rigs. However, if
during an EUB inspection an obvious problem with the electrical system is noticed
(frayed and/or tattered cords, light protectors missing, evidence of shorting and/or
sparking), the inspector should make note in the comments section of the Drilling
Inspection/Investigation Report and forward a copy to AMA-SS at the address noted at
the end of this section.
EUB staff will not follow up on these reminders. AMA-SS will coordinate resolution to
compliance issues with the appropriate inspection authority having jurisdiction.
Ultimately, it is the responsibility of the owner/operator and contractor representatives to
ensure electrical compliance with the Safety Codes Act.
Background
Electrical systems on drilling rigs are not normally inspected once the rigs are in service.
There are concerns, however, that rigs are prone to electrical system deterioration due to
their constant movement. Although EUB staff do not have formal training in electrical
systems, EUB staff can assist by reminding personnel at rigs with questionable electrical
systems of their responsibilities and informing AMA–SSB accordingly. The EUB has no
jurisdiction to enforce any requests for remedial work on electrical systems.
Goals of This Agreement
i) To help ensure that electrical systems on rigs are maintained according to the Safety
Codes Act.
ii) To coordinate government inspections efficiently, reduce duplication, and facilitate
government agencies working towards assisting each other.
iii) To emphasize that EUB staff, while willing to assist, are not trained specialists in the
area of electrical inspections, and in no way should their inspection be construed as a
complete and thorough inspection of the electrical system.
iv) To ensure that it is understood by this willingness to assist that the EUB is in no way
assuming jurisdiction of electrical systems.
v) To ensure that the EUB and its staff are protected from the potential of court actions
as a result of trying to assist a member of our government family.
René Leduc, Administrator/ Chief Dwayne Waisman, Executive Manager
Inspector-Electrical Alberta Energy and Utilities Board
Alberta Municipal Affairs – Safety 640 - 5 Avenue SW
Services Branch Calgary, AB T2P 3G4
16th Floor, 10155 – 102 Street
Edmonton, AB T5J 4L4
Appendix 14
Field Inspection Branch ERP Review
Licensee Facility Type Facility name

Date Field Centre Inspector
Mandatory
The following six requirements must be met to achieve a satisfactory inspection regarding emergency response planning:
Yes No N/A
1. Is there a site-specific emergency response plan (ERP) where required? ___ ___ ___
2. Is safety equipment specified in the ERP installed? ___ ___ ___
3. Is a copy of the ERP readily available on site? ___ ___ ___
4. Is the ERP updated yearly, with yearly exercises held and details documented? ___ ___ ___
5. Is licensee/operator on-site representative familiar with the ERP? ___ ___ ___
6. Does licensee/operator communicate regularly with residents in the emergency response zone (EPZ)? ___ ___ ___
Supporting Information
The following seven criteria must be reviewed with the licensee's representative to gauge operator awareness and ERP competencies. These criteria
will assist the inspector in determining the rating for the above requirements. Criteria 7: Resident Contact must be confirmed by a minimum of two
resident contacts per ERP. The resident contact form must also be completed.
1. Location and reporting 5. Ignition guidelines
2. Responsibilities of company personnel 6. Communication
3. Monitoring and isolating the hazard area 7. Resident contact
4. Evacuation procedures
1. Location and Reporting— Does the ERP Yes No N/A
a) identify facilities covered by the plan? ___ ___ ___
b) provide legal descriptions and maps detailing EPZs and resident locations (including trappers and places of
___ ___ ___
business)?
c) include a comprehensive list of all wells, pipelines, and production facilities, including maximum potential release
___ ___ ___
rates or volumes and the corresponding planning zones?
d) describe how incidents are reported to EUB and outside agencies? ___ ___ ___
e) describe levels of alert so that they are clearly understood? ___ ___ ___
2. Responsibilities of Company Personnel— Does the ERP Yes No N/A

a) identify personnel responsible for initiating emergency procedures? ___ ___ ___
b) outline responsibilities of key individuals? ___ ___ ___
c) identify names and telephone numbers of key individuals (especially in the emergency phone list)? ___ ___ ___
d) identify alternate/backup personnel? ___ ___ ___
3. Monitoring and Isolating the Hazard Area—Does the ERP Yes No N/A
a) describe monitoring devices and circumstances for handheld monitors (draeger units/personal monitors)? ___ ___ ___
b) identify sources of mobile and stationary air monitoring units? ___ ___ ___
c) describe procedures for blocking access routes by licensee and others (isolating hazard)? ___ ___ ___
4. Evacuation Procedures—Does the ERP Yes No N/A

a) outline methods and procedures for public evacuation and sheltering? ___ ___ ___
b) include statement of information to be given to residents within the EPZ that describes location and nature of hazard? ___ ___ ___
c) describe evacuation route(s)? ___ ___ ___
d) identify the location and phone number of the evacuation centre? ___ ___ ___
e) describe procedures for locating and ensuring the safety of transients and other industrial operators? ___ ___ ___
f) list trapper and transient phone number(s) and address(es)? ___ ___ ___
g) describe methods of transient surveys (hunters, etc.)? ___ ___ ___
h) describe procedures for notification and evacuation of schools? ___ ___ ___
i) describe procedures for calling down emergency status and resuming operations? ___ ___ ___
(continued)
5. Ignition Guidelines—Does the ERP Yes No N/A
a) identify personnel with authority to ignite release? ___ ___ ___
b) list criteria to be considered for ignition? ___ ___ ___
6. Communication— Does the ERP describe procedures for Yes No N/A

a) establishing an on-site command post (OSCP)? ___ ___ ___
b) establishing an off-site emergency operations centre (Off-Site EOC)? ___ ___ ___
c) licensee to inform and update the public of the hazard? ___ ___ ___
d) communicating with the public and media through press releases? ___ ___ ___
7. Resident Contact—Has the licensee ensured that Yes No N/A

a) resident contact has been made and/or maintained? ___ ___ ___
b) an information package has been given to residents? ___ ___ ___
c) the information package describes characteristics and hazards of H2S and SO2? ___ ___ ___
d) the information package describes key actions/responses in an emergency? ___ ___ ___
e) the information package provides 24-hour company telephone number(s)? ___ ___ ___
Based on the above criteria, rate the licensee’s enforcement for compliance/noncompliance status as detailed in Directive 36, Directive 37,
Directive 64, and Directive 66. Document the results on the appropriate Drilling And Servicing Inspection Report using the criteria listed below.
Attach this review to the licensee’s file in the appropriate Field Centre.
Legend: X - Satisfactory L - Low Risk H - High Risk
H No approved site-specific ERP where required.

H Safety equipment specified in ERP not installed.
H Copy of ERP not readily available.
H ERP manual not updated yearly, and exercises not held or details not documented.
H Operator on-site representative not familiar with ERP.
L Operator not communicating with residents in EPZ.
(For additional information on low and high risk enforcement see Directive 019: EUB Compliance Assurance-
Enforcement).
Appendix 15
Public Contact Form
Date: Field Centre: BV-05 F MH-08 F
Facility Name: Facility Code:________ DV-06 F MP-04 F
Location: GP-10 F RD-09 F
Licensee: Licensee Code:_______ SA-07 F WW-03 F
Type of Does the facility have
Facility/Operation: Battery F Pipeline F an approved ERP? Y/N
Gas Plant F ENVIR F
Drlg./Serv.Well F
Please indicate type of contact (circle one) PSSG 1st Nations Other
Inspection Results
Was inspection of facility/operation satisfactory? (circle one) Yes / No

Was resident(s) informed of EUB inspection results? (circle one) Yes / No
Contact Information (To be completed during visit or when resident contacts inspector by phone.)
Resident Name: Was resident home? Yes / No

Address: If resident not home,
Phone Number: was contact letter left? Yes / No
ERP Information
Was resident(s) aware of EUB? Yes / No

Is resident(s) aware of Industry contact? Yes / No
Does facility/operation have an Emergency Response Plan? Yes / No
Was resident(s) aware of the Emergency Response Plan? Yes / No
Did resident(s) know what to do in the event of emergency? Yes / No
Did resident(s) have any concerns? Yes / No
(If yes, identify below and complete ENV form if necessary.)
Was ENV form filled out? Yes / No
Follow-up Required:
Comments:
Inspector: Initials Time Spent (mandays)
Appendix 16 References Cited and Further Reading
EUB Documents* Acts and Regulations
Internal Guide 8: Safety Manual Energy Resources Conservation Act
Directive 8: Surface Casing Depth Minimum Oil and Gas Conservation Act
Requirements Oil and Gas Conservation Regulations
Directive 19: EUB Compliance Assurance—
Enforcement Other Documents
Directive 37: Service Rig Inspection Manual American Petroleum Institute (API) RP 5A3: Thread
Directive 38: Noise Control Directive User Guide Compounds for Casing, Tubing and Line Pipe
Directive 50: Drilling Waste Management. API RP 5C1: Care and Use of Casing and Tubing
Directive 55: Storage Requirements for the API RP-53: Recommended Practices for Blowout
Upstream Petroleum Industry Prevention Equipment Systems for Drilling Wells
Directive 56: Energy Development Application API Specification 6A: Specification for Wellhead
Guide and Christmas Tree Equipment
Directive 58: Oilfield Waste Management API Specifications 16A: Drill-Through Equipment
Requirements for the Upstream Petroleum American Society of Mechanical Engineers
Industry (ASME): Boiler and Pressure Vessel Code,
Directive 59: Well Drilling and Completion Data Section IX
Filing Requirements Canadian Electrical Code – Part 1
Directive 60: Upstream Petroleum Industry Flaring Canadian Standards Association (CSA) Z184:
Guide Standards for Gas Pipeline Systems
Directive 63: Oilfield Waste Management Facility Code for Electrical Installations at Oil and Gas
Inspection Manual Facilities – Safety Codes Council of Alberta
Directive 64: Facility Inspection Manual Industry Recommended Practice (IRP) Volume 1:
Industry Recommended Practices for Drilling
ID 91-3: Heavy Oil/Oil Sands Operations Critical Sour Wells
ID 94-3: Underbalanced Drilling IRP Volume 3: Heavy Oil and Oil Sands Operations
ID 96-3: Oilfield Waste Management Requirements IRP Volume 4: Well Testing and Fluid Handling
for the Upstream Petroleum Industry IRP Volume 6: Critical Sour Underbalanced Drilling
ID 98-3: Well Records—Data Summary Forms IRP Volume 8: Pumping of Flammable Fluids
ID 99-4: Deposition of Oilfield Waste into Landfills IRP Volume 14: Non Water Based Drilling and
ID 99-5: Disposal of Drilling Waste Associated with Completions Fluids
Alberta Energy and Utilities Board (EUB) National Association of Corrosion Engineers
Regulated Pipeline and/or Other Oil and Gas (NACE) MR0175: Standard Material
Related Below Ground Boring Activities Requirements—Sulphide Stress Cracking
ID 99-8: Noise Control Directive Resistant Metallic Material for Oilfield Equipment
ID 2000-3: Harmonization of Waste Management Enform (formerly Petroleum Industry Training
and Memorandum of Understanding between the Service (PITS)) First Line Supervisor’s Blowout
Alberta Energy and Utilities Board and Alberta Prevention
Environment Enform Second Line Supervisor’s Blowout
ID 2000-4: An Update to the Requirements for the Prevention
Appropriate Management of Oilfield Wastes
IL 98-1: A Memorandum of Understanding between

Alberta Environmental Protection and the Alberta
Energy and Utilities Board Regarding
Coordination of Release Notification
Requirements and Subsequent Regulatory
Response
________________
* EUB documents are available on the EUB Web site <www.eub.gov.ab.ca> or from EUB Information Services,
640–5 Avenue SW, Main Floor, Calgary AB T2P 3G4; Tel: (403) 297-8190; Fax: (403) 297-7040.
Appendix 17 Summary of Changes to Directive 036 and Implementation Dates
Summary of Changes to EUB Directive 036 Effective February 16, 2006
Section Changes Effective February 16, 2006

19.1 Oil-Based The use of oil-based drilling fluids (or any other potentially toxic drilling additive) is
Mud Systems prohibited when drilling above the “base of groundwater protection” depth. The base
of groundwater protection refers to a depth of 15 metres below the deepest non-
saline aquifer. The Water Act (Alberta Ministerial Regulation 205/98) defines non-
saline water as water with a total dissolved solids (TDS) content less than 4000 mg/l.
For more detailed information on base of groundwater protection, see EUB ST55:
Alberta’s Usable Groundwater Base of Groundwater Protection Information.
19.2 Crude Oil When crude oil is used for spotting, the licensee must ensure that control of subsurface
Used to Release pressures will be maintained at all times during the spotting and circulation of the
Stuck Drill crude oil.
String (spotting)
23.1.1 Drilling When the licensee is conducting drilling operations with a service rig, the operation is
More Than classified as a drilling operation if more than 100 m measured depth of new hole will
100 m or More be drilled or more than one potential hydrocarbon-bearing formation will be
Than One penetrated.
Hydrocarbon-
bearing All requirements set out in Directive 036 must be complied with.
Formation
Appendix 2 Summary of Changes to EUB Directive 036 Effective July 1, 2006
Section Changes Effective July 1, 2006
1.1.5 Double Studding flanged equipment to accommodate connections to other American
Drilling/ Petroleum Institute (API) equipment that may have a lower pressure rating results in a
Studding derating of the flange to the lower working pressure.
If a studded flange is used in an application requiring its original pressure rating,
documentation must be provided from either the original equipment manufacturer
(OEM) or a professional engineer (P.Eng.) that the flange is certified for the higher-
pressure rating.
2.1.1 Diverter The diverter line must have a working pressure at least equal to that of the required
Line BOP system (1400 kPa).
The diverter line connections must be flanged, hammer union, threaded, or bolted
groove lock type.
2.2.7 Degasser For class II wells, the degasser inlet line must have a working pressure ≥7 MPa up to
Inlet the connection on the degasser.
For well classes III-VI, the degasser inlet line must have a working pressure ≥14 MPa
(schedule 40 pipe is acceptable) up to the connection on the degasser.
Degasser inlet lines should be accessible full length, and it is recommended that no
portion of the line be submerged in drilling fluid. If a portion of the line is submerged,
it must be tested annually to ensure competent wall thickness. Documentation records
of this test must be available at the rig site.
2.2.8 Degasser Degasser vent lines should be accessible full length, and it is recommended that no
Vent Line portion of the line be submerged in drilling fluid. If a portion of the line is submerged,
it must be tested annually to ensure competent wall thickness. Documentation records
of this test must be available at the rig site.
2.2.9 Flare For class II wells, the flare line must have a working pressure ≥7 MPa.
Line(s)
For well classes III-VI, the flare line must have a working pressure ≥14 MPa (schedule
40 pipe is acceptable).
4.1 Bleed-off, Flexible hoses used in the bleed-off, kill, or diverter line(s) must be fire sheathed if
Kill, or Diverter used within 7 m of the well.
Line(s)
Adequate fire-resistant sheathing for flexible hoses used in the bleed-off, kill, or
diverter line(s) is defined as a hose assembly that can withstand a minimum of 5
minutes of 700°C flame temperature at maximum working pressure without failure.
4.2 Flare and Flexible hoses used in the flare and emergency flare line(s) must be fire sheathed if
Emergency used within 7 m of the well.
Flare Line(s)
Adequate fire-resistant sheathing for flexible hoses used in the flare or emergency flare
line(s) is defined as a hose assembly that can withstand a minimum of 5 minutes of
700°C flame temperature at maximum working pressure without failure.
6.1 Accumulator Class 1 wells require an accumulator system that is recharged by an automatic pressure
System controlled pump capable of recovering, within 5 minutes, the accumulator pressure
drop resulting from the function test of the BOP components and the hydraulically
controlled remote valve (HCR).
For class I wells, the accumulator system must be capable of providing, without
recharging, hydraulic fluid of sufficient volume and pressure to open the HCR on the
diverter line, close the annular preventer on the drill pipe, and retain a minimum
pressure of 8400 kPa on the accumulator system.
When a CTU is used to drill a class V or VI well, the accumulator system must be
capable of providing, without recharging, hydraulic fluid of sufficient volume and
pressure to open the HCR on the bleed-off line, close the annular preventer on the drill
pipe, close two ram preventers, and retain a minimum pressure of 8400 kPa on the
accumulator system. In addition to the above functions, the accumulator system for
CTUs must also provide sufficient volume and pressure to shear the coiled tubing and
retain on the accumulator system a minimum pressure of 8400 kPa or the minimum
pressure required to shear the coiled tubing, whichever is greater.
For critical sour wells, the accumulator system must be capable of providing, without
recharging, hydraulic fluid of sufficient volume and pressure to open the HCR on the
bleed-off line, close the annular preventer on the drill pipe, close, open, and close one
ram preventer, and if blind/shear rams are installed, provide sufficient volume and
pressure to shear the drill pipe and retain on the accumulator system a minimum
pressure of 8400 kPa or the minimum pressure required to shear the drill pipe,
whichever is greater.
addition of the blind/shear rams, the accumulator system’s capacity and/or pressure
must be increased or a separate accumulator system must be installed. It is also
acceptable to supplement the existing accumulator system with a nitrogen (N2) booster
that will provide sufficient volume and pressure to shear the drill pipe and retain a
minimum accumulator pressure of 8400 kPa or the minimum pressure required to shear
the drill pipe, whichever is greater.
All non-steel BOP hydraulic lines located within 7 m of the wellbore must be
completely sheathed with adequate fire-resistant sheathing.
Adequate fire-resistant sheathing for hydraulic BOP hoses is defined as a hose
assembly that can withstand a minimum of 5 minutes of 700°C flame temperature at
maximum working pressure without failure.
6.2 Backup When a CTU is used to drill a class V or VI well, the backup N2 system must be
Nitrogen (N2) capable of providing, without recharging, hydraulic fluid of sufficient volume and
System pressure to open the HCR on the bleed-off line, close the annular preventer on the drill
pipe, close two ram preventers, and retain a minimum pressure of 8400 kPa on the
accumulator system. In addition to the above functions, the backup N2 system must
also provide sufficient volume and pressure to shear the coiled tubing and retain on the
backup N2 system a minimum pressure of 8400 kPa or the minimum pressure required
to shear the coiled tubing, whichever is greater.
For critical sour wells, the backup N2 system must be capable of providing N2 of
sufficient volume and pressure to open the HCR on the bleed-off line, close the annular
preventer on the drill pipe, close, open, and close one ram preventer, and if blind/shear
rams are installed, provide sufficient volume and pressure to shear the drill pipe and
retain on the backup N2 system a minimum pressure of 8400 kPa or the minimum
pressure required to shear the drill pipe, whichever is greater. For critical sour wells, if
the existing backup N2 system cannot meet these requirements because of the addition
of the blind/shear rams, the backup N2 system’s capacity and/or pressure must be
increased or a separate backup N2 system must be installed. It is also acceptable to
supplement the existing backup N2 system with an N2 booster (this may be the same N2
booster system that supplements the accumulator).
6.3.1 Floor A gauge indicating the accumulator system pressure must be available at the floor
Controls controls.
6.3.2 Remote The BOP remote operating controls must be capable of opening each BOP component.
Controls
9.1 Mud Tanks All wells being drilled must have mud tanks with an appropriate mud tank fluid
volume monitoring system.
9.3 Trip Tank— Well classes I and II must have a trip tank with a fluid level monitoring system.
Design and
Fluid Level The trip tank must
Monitoring • be equipped with a fluid level-monitoring system that will accurately measure the
volume of drilling fluid required to fill the hole while tripping the drill string from
the well,
• be designed with both the suction and return lines connected to the trip tank when
tripping the drill string into and from the well, and
• be equipped with a fluid level indicator that is visible from the driller’s position in
readable increments, and the driller must know the volume of fluid per increment
for the system being used.
If the drill string is being circulated while tripping tubulars (coiled tubing units or top
drives), hole fill volumes must be monitored using an automated mud tank fluid
volume monitoring system that is electronically operated (see Sections 9.3.1 and 9.3.2
of Directive 036). This procedure (circulating while tripping) requires an isolated
circulating system. Fluids must be circulated either from the trip tank with returns back
to the trip tank or alternatively from the suction tank with returns directed back to the
suction tank.
9.3.1 Well If a trip or suction tank is being used to monitor fluid volumes when wells are
Classes I, II, and circulated during tripping operations (coiled tubing units or top drives) (see Section 9.3
III of Directive 036):
9.3.1 Well If a trip or suction tank is being used to monitor fluid volumes when wells are
Classes V, VI circulated during tripping operations (coiled tubing units or top drives) (see Section 9.3
of Directive 036):
11.3.3 Trip For all well classes, when tripping the drill string out of the well:
Records
• the total calculated and actual (measured) volumes must be recorded in the
drilling logbook for each trip.
If the drill string is being circulated while tripping tubulars (i.e., coiled tubing units or
top drives), actual hole fill volumes must be recorded at a minimum for every 100 m
interval of drill pipe removed and for every 20 m interval of drill collars and recorded
on the trip sheet. If tripping resumes without circulating, the trip tank must be used to
monitor hole fill volumes. Flow checks must be conducted and recorded at all required
intervals (see Section 11.3.1 of Directive 036) with the well in a static condition (pump
off).
12.1 Electrical Any electrical appliance or electrical device that is a potential source of ignition may
Appliances and not be used within a hazardous location (as defined in the Canadian Electrical Code,
Electrical Part I, and as determined by the Code for Electrical Installations at Oil and Gas
Devices Facilities) without first shutting in the wellbore. Any electrical equipment to be used in
a hazardous location must be specifically approved and suitable for its intended
application.
During drilling operations, special circumstances (e.g., pipe inspection) may require
the use of electrical devices (that are potential sources of ignition) within a hazardous
location. These procedures must only take place after the licensee representative has
first assessed on-site safety and strict safety procedures are set out and adhered to. This
safety assessment and proposed procedures must be reviewed with the crew and
documented in the tour reports prior to the operation being conducted.
For the purposes of oil and gas well drilling and servicing operations, the Canadian
Electrical Code essentially defines hazardous location to mean premises
(substructures, tanks, buildings, or parts thereof) in which there exists the hazard of
fire or explosion due to the fact that highly flammable gases may be present.
Summary of Changes to EUB Directive 036 Effective January 1, 2007
Section Changes Effective January 1, 2007
6.1 Accumulator All hydraulic BOP line end fittings located within 7 m of the wellbore must be fire
System rated to withstand a minimum of 5 minutes of 700°C flame temperature at maximum
working pressure without failure.
For well classes V and VI and critical sour wells, the accumulator system must be
equipped with two separate automatic pressure-controlled recharge pumps. The
primary pump must be capable of recovering, within 5 minutes, the accumulator
pressure drop resulting from the function test (see Section 6.4.1 of Directive 036) of
the BOP components and the HCR on the bleed-off line. The secondary pump must be
capable of recovering, within 5 minutes, the accumulator pressure drop resulting from
opening the HCR and closing the annular preventer on drill pipe (see Section 6.4.1 of
Directive 036).

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Directive 036

Drilling Blowout Prevention

Alberta Energy and Utilities Board

<original signed by>

ALBERTA ENERGY AND UTILITIES BOARD

3rd edition, February 2006

Alberta Energy and Utilities Board

Telephone: (403) 297-8311

What’s New in This Directive

What This Directive Contains

Alberta Municipal Affairs - Safety Services

The EUB’s responsibilities with respect to drilling are

EUB Inspector’s Role

The EUB inspector’s role is to ensure compliance with EUB requirements.

EUB Inspector’s Focus

• well control information and procedures,

• crew training, kick prevention, detection, and well control.

Each inspector must

• discuss with the licensee and/or contractor representatives to determine if hole

• comply with licensee’s and contractor’s specific safety policies.

• internal inspections and compliance programs,

• informing well-site personnel of potential hole problems, sensitive environmental

• cooperation with the EUB, government, and public by open communication to

EUB Enforcement Process

2. Bleed-off and Kill System 13. Casing Inspection

EUB inspector name (print) Telephone number ( ) Fax number ( )

If more than one inspection report page is required to provide

Licensee Enter the full name of the licensee of the well.

Licensee Code Leave blank.

Well Identifier Enter the 13-character unique well identifier.

Contractor Enter the full name of the contractor.

Contractor Code Leave blank.

Rig Number Enter the rig number.

Licence Number Enter the well licence number.

Projected Depth Enter the licensed depth (m).

Casing Setting Depth Enter depth of all casing set (m).

Well Class Enter the well class.

Accumulator Record the

N2 Bottles Record the

BOP Controls Record the

The expectation is to inspect as many items as possible. Even if

No box on the inspection report should be left blank. If boxes are

See Appendix 1 for operational deficiencies.

Each item under Inspection Results on the inspection report sheet is

After inspecting all relevant components, enter the appropriate

• Mark “X” if satisfactory.

Clearly define each inspection item marked unsatisfactory (L or H)

If an unsatisfactory item is corrected during the inspection, make a

Enter “X” if the inspection is satisfactory.

Enter the appropriate code (L or H) if the inspection is

Indicate the appropriate noncompliance level.

Indicate the consequences for future noncompliance.

Circle “Yes” or “No” to answer whether a letter to the operator is

(For additional information on low and high risk enforcement, see

1 Blowout Prevention System

• Class I: A well in which no surface casing is set

1.1 Blowout Preventer (BOP) Equipment

• in accordance with the well classification and specifications as outlined in this

• adequately supported and secured (to substructure) to prevent stresses on all

• in accordance with any other applicable EUB requirements; and