CAODC Oil and Gas Well Service Rig Permit
2014 (ABMOA) Permit Conditions
Permit Type: Oil and Gas Well Service Rig
Under the provisions of Section 62 of the Traffic Safety Act, RSA 2000 C.T-6, the Permit
Holder is exempt from the specified requirements while operating a service rig as
defined under this permit.
For the purpose of this permit, a “service rig” is defined as a mobile service vehicle,
composed of a derrick, drawworks and capable of pulling and running jointed tubulars
and conventional sucker rods, as well as attendant support vehicles such as pump
trucks, winch trucks, portable doghouses (crew change facilities), and a rig manager’s
vehicle.
Note: a coil tubing unit is not a service rig for the purpose of this permit.
For the purpose of this permit, a “support vehicle” is defined as vehicles dedicated to
the operation of a specific mobile service rig or its crew, and do not include
maintenance or other types of vehicles that service multiple service rigs or attendant
vehicles.
For the purpose of this permit, a “convoy” is defined as two or more vehicles travelling
at a speed of no more than 80 kilometers per hour and at a distance of no more than 5
minutes apart.
1. The Permit Holder and drivers employed by the Permit Holder must comply with
the Memorandum of Agreement, conditions and appendices outlined in this permit.
Note: a driver operating one of the Permit Holder’s vehicles that is complying with
regulatory requirements and not operating under the authority of this permit does
not need to comply with this permit, its terms or conditions, or the appendices.
2. The Permit Holder must develop and implement written policies and procedures to
ensure that all terms, conditions and appendices outlined in this permit are
complied with.
3. The Permit Holder must ensure a copy of this permit accompanies each vehicle
operated under its authority, in a place that is known to the driver. The driver of a
vehicle operating under this permit shall produce a copy of this permit when
requested to do so by a peace officer.
Note: the appendices of this permit do not have to accompany this permit in the
vehicle or be produced to a peace officer at roadside as compliance to the
appendices can only be verified through a facility audit.
Last amended: September 30, 2015
4. The conditional exemptions provided in this permit are only valid within Alberta.
5. Where a driver does not hold the appropriate class of operator’s licence to operate
a service rig as defined under this permit, a driver employed by the Permit Holder
may operate a service rig registered to the Permit Holder on a highway with a
subsisting Class 5, 4, 3 or 2 operator’s licence providing the following
requirements are met:
a) The driver has received training and passed all requirements outlined in
Appendix A of this permit;
b) The Permit Holder has met all requirements outlined in Appendix A of this
permit;
c) The Permit Holder and driver have met the terms and conditions of this
permit;
d) The Permit Holder has issued the driver a Heavy Duty Training Certificate
(HDTC) as per Appendix A of this permit;
e) The vehicle being operated is done so in accordance with the definition of a
convoy in this permit;
f) All drivers operating a vehicle under the authority of a Heavy Duty Training
Certificate (HDTC) must do so in convoy only and;
g) The drivers of the other vehicle(s) must have been issued either a Convoy
Training Certificate (CTC) or a Heavy Duty Training Certificate (HDTC)
required under Appendix A, when in a convoy (see Conditions #7 and #8).
6. A driver that holds a Probationary Operator’s (Graduated Driver’s) Licence
pursuant to Section 33 of the Operator Licensing and Vehicle Control Regulation
(AR320/2002) may not be issued or possess a Heavy Duty Training Certificate
(HDTC).
7. All drivers operating vehicles equipped with air brakes must comply with Section
27 of the Operator Licensing and Vehicle Control Regulation (AR320/2002) and
have the appropriate “Q” Endorsement on their operator’s licence when applicable.
8. A driver may not operate as part of a convoy under this permit unless they have
been issued a Convoy Training Certificate (CTC) or a Heavy Duty Training
Certificate (HDTC) by the Permit Holder as per the requirements in Appendix A
(this includes drivers with a Class 1 operator’s licence).
Note: not all persons in route with the service rig are necessarily part of the
convoy. It is only the drivers of these vehicles that must meet the terms and
conditions established under this permit.
Last amended: September 30, 2015
9. A driver may operate as part of a convoy providing the following requirements are
met:
a) The driver possesses the appropriate class of operator’s licence and a
Convoy Training Certificate (CTC);
b) The Permit Holder and driver have met all requirements outlined under
Appendix A of this permit to issue and hold a Convoy Training Certificate
(CTC);
c) When forming part of a convoy, the driver of each vehicle shall carry and
produce to a peace officer their Convoy Training Certificate (CTC) or Heavy
Duty Training Certificate (HDTC) issued by the Permit Holder;
d) The vehicle being operated is done so in accordance with the definition of a
convoy in this permit;
e) The Permit Holder and driver meet the terms and conditions of this permit.
10. Providing a driver is an employee of the Permit Holder, and has met all the
requirements outlined in Appendix A of this permit, the employee may operate a
commercial vehicle, not towing a trailer, registered in the employee’s name as part
of a convoy under this permit (e.g. many rig managers are employees of the
Permit Holder and operate a commercial vehicle registered in their name).
11. While being trained or assessed for a Heavy Duty Training Certificate (HDTC), the
Trainee may operate a service rig having only been issued a Convoy Training
Certificate (CTC) providing the following requirements are met:
a) The Permit Holder has issued the Convoy Training Certificate (CTC) to the
Trainee in accordance with the requirements in Appendix A;
b) The Trainee carries and produces the Convoy Training Certificate (CTC) to
a peace officer upon demand and;
c) The Trainee is not operating under a Probationary Operator’s (Graduated
Driver’s) Licence;
d) Issued pursuant to Appendix A, the Trainee is accompanied by an
Approved Trainer or Approved Assessor that either:
i. Holds the proper Class of operator’s licence for the vehicle being
operated; or
ii. Possesses a valid Class 5, 4, 3 or 2 operator’s licence and a Heavy
Duty Training Certificate (HDTC) issued in accordance with the
requirements in Appendix A.
Last amended: September 30, 2015
Note: the Approved Trainer or Approved Assessor must either be in the
vehicle with the Trainee or, if the vehicle being operated has been
manufactured without a secondary seat position, follows the Trainee in
another vehicle that is in view of the vehicle being operated by the Trainee
and is capable of communicating directly with the Trainee via 2-way radio
communication device.
If the Trainee is stopped by a peace officer for an inspection, the Approved Trainer
or Approved Assessor must immediately stop in a safe location and make
themselves available for inspection.
12. Notwithstanding Section 29(3) of the Operator Licensing and Vehicle Control
Regulation (AR320/2002) an Approved Trainer may conduct on-road driver
training to Trainees qualifying for a Heavy Duty Training Certificate (HDTC) and
possessing only a Convoy Training Certificate (CTC) providing:
a) The Approved Trainer holds the proper Class of operator’s licence for the
vehicle being operated by the Trainee, and a Convoy Training Certificate
(CTC) (when training in convoy) or;
b) The Approved Trainer holds a valid Class 5, 4, 3 or 2 operator’s licence and
an Heavy Duty Training Certificate (HDTC):
•
When conducting on-road training the Approved Trainer must carry
and produce, on demand of a peace officer, their Heavy Duty
Training Certificate (HDTC).
13. Notwithstanding Section 29(3) of the Operator Licensing and Vehicle Control
Regulation (AR320/2002) an Approved Assessor may conduct on-road driver
assessments to Trainees being assessed for their Heavy Duty Training Certificate
(HDTC) providing:
a) The Approved Assessor holds the proper Class of operator’s licence for the
vehicle being operated by the Trainee and a Convoy Training Certificate
(CTC) (when training in convoy); or
b) The Approved Assessor holds a valid Class 5, 4, 3 or 2 operator’s licence
and an Heavy Duty Training Certificate (HDTC):
•
When conducting on-road training the Approved Assessor must carry
and produce on demand, of a peace officer, their Heavy Duty
Training Certificate (HDTC).
14. Regarding service rigs that would normally require an annual inspection under the
Commercial Vehicle Inspection Program (CVIP) pursuant to Section 19(1) of
the Vehicle Inspection Regulation (AR 211/2006), once the Permit Holder has
Last amended: September 30, 2015
obtained a valid inspection, that inspection shall be valid for five years from the
inspection date.
Transportation may, at any time, cancel a CVIP certificate;
The driver of the vehicle must produce to a peace officer:
a) A CVIP inspection form that was completed within the last five years and
issued in the Permit Holder’s name;
b) The Permit Holder’s semi-annual maintenance inspection documented on a
CAODC Semi-Annual Maintenance Inspection Form and dated within the
previous 6 months; and
c) The Permit Holder must comply with all requirements set out in Appendix B
of this permit.
15. The Permit Holder must investigate every traffic accident involving a commercial
vehicle that is registered to the Permit Holder and has a registered gross vehicle
weight in excess of 4,500 kgs that has resulted in:
a) A fatality;
b) An injury requiring treatment by a medical doctor;
c) A condition that causes an employee to lose consciousness; or
d) Damage to all property, including cargo, totaling $2,000 or more.
These investigation results must be documented.
Collisions found to have occurred while operating under this permit are subject
to the following requirements:
a) Shall be evaluated to determine if the collision was preventable on the
part of the Permit Holder and/or their driver(s). Each evaluation must use
the criteria established by the National Safety Council;
b) Each evaluation and follow-up action(s) taken must be fully documented
and retained by the Permit Holder for at least the current year and the
following 4 years;
c) Any collision considered non-preventable
to Transportation for evaluation.
may
be
submitted
Note: evaluated non-preventable collisions will not be used to help determine the
carrier’s risk associated with operation under this permit.
Last amended: September 30, 2015
Note that submission of a Collision Report Form to the Director of Carrier
Services is no longer required under this permit. However, at any time the
Director may verify that collision evaluations are being conducted, preventability
is being determined as specified, reports are being prepared and retained, and
actions are being taken to ensure future similar collisions are being avoided.
16. The Permit Holder must retain a copy of the ABMOA, permit conditions and
Appendices at their principal place of business, and must be able to produce these
documents in the event a peace officer is conducting an inspection at the Permit
Holders principal place of business.
17. The Permit Holder shall produce any record or document required by legislation,
this permit, or its appendices to a peace officer or other person authorized by the
Director or Manager of Investigations, Carrier Services or Transportation at a time
and place specified.
18. Transportation may conduct an audit or investigation of a Permit Holder to
measure their compliance with transportation safety legislation, the regulations, a
permit, or the requirements of this Agreement.
In the case of a non-resident Permit Holder, Transportation may request the
assistance of another jurisdiction.
The Permit Holder may be required to pay for the cost of an investigation or audit
where a third party auditor is used.
19. Transportation will require that a CAODC MOA Audit be conducted by a third party
at least once every three years to measure the Permit Holder’s compliance with
the permit conditions and this ABMOA.
The three year period will start from the completion date of the previous audit, or in
the case of a new permit, the date the permit was issued.
The cost of the audit will be the responsibility of the Permit Holder. To be valid, an
audit must be:
a) Completed by an auditor that has been approved by Transportation and the
Association;
b) Conducted based on the criteria approved by Transportation, and
c) Recorded on a form acceptable to Transportation.
The audit may be conducted in conjunction with the Certificate of Recognition
(COR) program.
Last amended: September 30, 2015
20. All expenses incurred, related to the Permit Holder complying with this permit, its
terms and conditions, audits, or the appendices shall be the responsibility of the
Permit Holder.
21. Failure to comply with the terms and conditions of this permit, any of the
appendices or any transportation legislation as defined in Section 132(1) of
the Traffic Safety Act may result in this permit being amended or cancelled.
22. The Director of Carrier Services in Alberta may cancel this permit for failure to
comply with any provisions or conditions of this permit.
Last amended: September 30, 2015
Appendix A
Driver Training and Certification - Performance Standards and Measures
CONDITIONAL EXEMPTION
PERFORMANCE STANDARD
PERFORMANCE MEASURE
To allow a driver with a Class 5, 4, 3 or When issuing a CAODC Heavy Duty Training Certificate (HDTC), a
2 operator’s licence to operate a Contractor must conduct adequate training, evaluation, and certification
service rig as defined under the Alberta of their drivers based on:
Memorandum of Agreement (ABMOA).
• The Alberta Memorandum of Agreement (ABMOA);
Note for clarification:
• Appendix A – Driver Training and Certification Performance
As per Section 27 of The Operator
Standards and Measure;
Licensing
and
Vehicle
Control
Regulation (AR 320/2002), all drivers
that operate a vehicle equipped with air
brakes must have a Q Endorsement.
•
The permit conditions and;
•
The CAODC Service Rig Vehicle & Drivers Standards Guide.
A. TRAINING
A. TRAINING
For
each driver operating under the permit, the Contractor shall
Contractors shall, in addition to complying with motor transport
regulatory legislation as defined in Section 130(1)(g) of The Traffic maintain a record of training that documents the following:
Safety Act and attendant regulations, provide training in:
• The content of each course completed;
• The Contractor’s Safety and Maintenance plans;
• The date(s) and duration(time) of the courses taken (class room
and behind the wheel); and
• Cargo Securement using the Oil and Gas Industry Cargo
Securement Best Practice (see Annex 1);
• The name of the person who conducted the training;
• General safety by viewing CAODC’s Service Rig Driver Safety
• Cargo Securement;
Training Video;
•
Last Amended – September 17, 2015
The operation of a service rig where the driver has a valid Class
5, 4, 3 or 2 operator’s licence but requires a Class 3 or 1 licence.
•
Viewing of the CAODC’s Service Rig Driver Safety video.
1
Appendix A
Driver Training and Certification - Performance Standards and Measures
PERFORMANCE STANDARD
PERFORMANCE MEASURE
Training must, at a minimum, include all items noted in the
All training shall meet the performance standards outlined in this
Appendix.
CAODC’s Service Rig Vehicle & Driver Standards Guide.
Training must include both theory and behind-the-wheel training.
B. DRIVER EVALUATION AND CERTIFICATION
B. DRIVER EVALUATION AND CERTIFICATION
Contractors shall, in addition to complying with the requirements
prescribed in The Traffic Safety Act and attendant regulations, conduct
driver evaluations that meet the following:
For Convoy Training Certification (CTC), a Contractor must:
•
Verify the driver has a valid Class 5, 4, 3, 2 or 1 operator’s
licence, and
•
Administer the CAODC Service Rig Convoy Training Certificate
Exam.
For Heavy Duty Training Certification (HDTC), a Contractor must:
•
Last Amended – September 17, 2015
Ensure that a driver does not hold a Class 5 Probationary
Operator’s (Graduated Driver’s) Licence as defined in Section
33 of The Operator Licensing and Vehicle Control Regulation
(AR 320/2002);
•
Ensure the driver holds a CTC;
•
Complete a trip inspection assessment of the driver’s skills; and
For those drivers holding a CTC, the Contractor shall have on file a
copy of the driver’s completed CAODC Service Rig Convoy Training
Certificate Exam. The driver must have passed the exam with a
score of 85% or greater.
For drivers that have obtained an HDTC by completing the CAODC
Driver Training program, the Contractor shall have on file:
•
A completed copy of the CAODC Trip Inspection Competency
Assessment Form (see Annex 2);
•
A completed copy of the CAODC On-Road Competency
Assessment Form (see Annex 3).
To be considered complete, all forms must be fully completed in a
legible manner and be signed and dated by all parties.
2
Appendix A
Driver Training and Certification - Performance Standards and Measures
PERFORMANCE STANDARD
•
PERFORMANCE MEASURE
Conduct an on-road competency assessment of the driver’s For each driver issued a CTC or HDTC, a copy of the certificate(s) shall
be placed in the employee’s file.
skills.
C. PREVIOUS TRAINING BY ANOTHER CONTRACTOR
C. PREVIOUS TRAINING BY ANOTHER CONTRACTOR
Notwithstanding the driver training requirements set out in this When a driver holds either a CTC or an HDTC issued by a previous
Appendix, where a driver has been issued either a CTC or an HDTC by employer, the Contractor must document the following:
a previous employer, the Contractor presently employing that driver will
• The driver’s CTC or HDTC issued by the previous
have been deemed to meet all training requirements if:
employer and;
• A copy of the CTC or HDTC issued by the previous employer is
• A copy of the driver’s current CTC or HDTC issued by the
filed in the driver’s employee file.
current employer (Contractor).
(If the driver’s previous certificate is not on file, the driver and
Contractor must comply with this Appendix before a training Contractors are not obligated to accept a previously issued CTC or
HDTC and have the option to require a driver be re-evaluated if they so
certificate is to be issued), and
choose.
• A new CTC or HDTC is issued to the driver and a copy of that
If the driver cannot produce either a CTC or an HDTC issued by a
certificate is filed in the driver’s employee file.
previous employer, they are required to repeat training as outlined in
this Appendix.
Note: A driver holding an HDTC is recognized to hold both levels of
certification (CTC and HDTC).
D. ON-ROAD DRIVER TRAINING AND APPROVED TRAINER D. ON-ROAD DRIVER TRAINING AND APPROVED TRAINER
QUALIFICATIONS
QUALIFICATIONS
A driver receiving on-road driver training to qualify for an HDTC may Compliance verified at roadside.
operate a service rig possessing only a CTC providing:
Last Amended – September 17, 2015
3
Appendix A
Driver Training and Certification - Performance Standards and Measures
PERFORMANCE STANDARD
•
They carry and produce, on demand of a peace officer, their
CTC;
•
The Trainee is not operating under a Probationary Operator’s
(Graduated Driver’s) Licence;
PERFORMANCE MEASURE
An Approved Trainer is either in the vehicle with the Trainee or,
if the vehicle being operated has been manufactured without a
secondary seat position, the Approved Trainer follows the
Trainee in another vehicle that is in view of the vehicle being
operated by the Trainee and is capable of communicating
directly with the Trainee via 2-way radio communication device.
An Approved Trainer may conduct on-road driver training to Trainees The person conducting on-road driver training must meet the
qualifying for an HDTC and possessing only a CTC providing:
performance standards outlined in this Appendix or be otherwise
approved by Transportation.
• The Approved Trainer holds the proper Class of operator’s
licence for the vehicle being operated by the Trainee, and a
CTC (when training in convoy); or
•
The Approved Trainer holds a valid Class 5, 4, 3 or 2 operator’s
licence and an HDTC.
o
In the case where the Approved Trainer holds an HDTC,
they shall also hold a senior position in the company such
as a Driller/Operator, Rig Manager and Field
Superintendent or equivalent;
When conducting on-road training the Approved Trainer must carry and
produce, on demand of a peace officer, their HDTC.
Last Amended – September 17, 2015
4
Appendix A
Driver Training and Certification - Performance Standards and Measures
PERFORMANCE STANDARD
PERFORMANCE MEASURE
E. ON-ROAD COMPETENCY ASSESSMENTS AND APPROVED
ASSESSORS’ QUALIFICATIONS
A driver undergoing an assessment to receive their HDTC may operate
a service rig under the authority of a CTC providing they carry and
produce their CTC on demand of a peace officer.
E. ON-ROAD COMPETENCY ASSESSMENTS AND APPROVED
ASSESSORS’ QUALIFICATIONS
The person conducting on-road assessments must meet the
performance standards outlined in this Appendix or be otherwise
approved by Transportation.
Approved Assessors may conduct on-road competency assessments to
drivers qualifying for an HDTC providing:
•
The Approved Assessor holds the proper Class of operator’s
licence for the vehicle being operated by the Trainee and a CTC
(when assessing in convoy); or
•
The Approved Assessor holds a valid Class 5, 4, 3 or 2
operator’s licence and an HDTC.
In the case where the Approved Assessor holds an HDTC, they
shall also hold a senior position in the company such as a
Driller/Operator, Rig Manager and Field Superintendent or
equivalent.
Where the Approved Assessor is an employee of the Contractor, their
qualifications must be documented in their employee file, including title
with the company and a copy of their driver’s abstracts dated within six
months prior to any assessment conducted within the past three years.
When conducting on-road training the Approved Assessor must carry
and produce, on demand of a peace officer, their HDTC.
Approved Assessors must also meet one of the following qualifications:
Last Amended – September 17, 2015
•
Be an Enform Certified Assessor who has completed Enform’s
Service Rig Competency Assessor course;
•
Possess a valid Class 1 operator’s licence for at least two
years;
5
Appendix A
Driver Training and Certification - Performance Standards and Measures
PERFORMANCE STANDARD
PERFORMANCE MEASURE
•
Be employed as a driver trainer at the time of the assessment Where the Approved Assessor is not an employee of the
with an institution that has been licensed for that function by Contractor, evidence of their qualifications must be documented and
produced as required.
Transportation, or
•
Be otherwise approved by Carrier Services, Transportation.
The requirement to obtain and review a Commercial Driver
Abstract does not apply to an Approved Assessor that, at the
time of the assessment, was licensed for that function by Alberta
Transportation.
Where an Approved Assessor has been otherwise approved by
Carrier Services, a letter from Carrier Services must be on file.
No Approved Assessor shall have more than seven demerit points
on their operator’s licence at the time of an assessment.
No Approved Assessor shall conduct an assessment if they have
more than seven demerit points on their operator’s licence.
F. Monitoring (Commercial Driver’s Abstracts and Carrier Profile)
F. Monitoring (Commercial Driver’s Abstracts and Carrier Profile)
Note: effective July 1, 2013 contractors must obtain Commercial Driver Standard abstracts obtained before July 1, 2013 will be accepted
Abstracts (CDA) on all drivers operating under the ABMOA. Standard to satisfy the conditions of Section 41(1)(c) of The Commercial
Abstracts will no longer be an acceptable form of driver monitoring.
Vehicle Certificate and Insurance Regulation.
At least every six months the Contractor shall obtain and review:
•
CDAs on all drivers that operate vehicles under the permit and;
The CDA shall be reviewed to ensure drivers have the proper class
of licence, the licence is valid and, for those drivers that have been
issued an HDTC, the licence it is not a Probationary Operator’s
(Graduated Driver’s) Licence.
A driver’s employee file shall contain copies of their CDA which have
been obtained for at least six month intervals.
Last Amended – September 17, 2015
6
Appendix A
Driver Training and Certification - Performance Standards and Measures
PERFORMANCE STANDARD
PERFORMANCE MEASURE
CDA’s must be retained from the date the driver obtained a CTC, HDTC
or for five years, whichever is less.
•
Carrier Profile reports to identify drivers who have committed a The Contractor shall maintain on file copies of their Carrier Profile reports
that are dated at no more than six month intervals. The reports shall be
violation.
maintained on file for at least three years. The person reviewing the
commercial driver abstract (CDA) shall ensure that:
•
The driver has a valid Class 5, 4, 3 or 2 operator’s licence;
•
Drivers who hold an HDTC do not hold a Probationary Operator’s
(Graduated Driver’s) Licence.
Note: The initial review of the above can be completed by
administrative staff.
Where a CDA or Carrier Profile identifies a violation of a safety law or Each profile event documented on the CDA, that was identified while the
a collision while an employee is driving one of the Contractor’s driver was operating one of the Contractor’s vehicles, must be:
vehicles, the event must be investigated and discussed with the
• Investigated by a Safety Officer or Manager;
driver. The review shall be conducted by a Safety Officer or a
Manager, and remedial action must be documented in the employee’s
• Discussed with the driver.
file.
In such circumstances, appropriate action must be taken and the process
and/or any outcomes, documented in the driver’s employee file.
Where an event has been investigated and signed off previously, it
does not have to be reinvestigation and signed off a second time.
Last Amended – September 17, 2015
A Contractor must be able to show that each profile event (conviction,
CVSA inspection, collision and violation) on their profile has been:
•
Investigated by a Safety Officer or Manager;
•
Discussed with the driver;
7
Appendix A
Driver Training and Certification - Performance Standards and Measures
PERFORMANCE STANDARD
PERFORMANCE MEASURE
•
Appropriate action has been taken; and
•
The process and/or outcomes documented in the driver’s
employee file.
G. DRIVER TRAINING - GRANDFATHERING PROVISION
G. DRIVER TRAINING - GRANDFATHERING PROVISION
Notwithstanding the driver training requirements set out in this Drivers who have been grandfathered under any of referenced
Appendix, drivers who have met one of the following provisions must have a current HDTC in their employee file.
requirements under this grandfathering provision are deemed
to have met the standards set out in this Appendix:
Last Amended – September 17, 2015
G1
The driver possessed a CAODC Driver
Certificate (CDTC);
G2
The driver was employed with the Contractor since
November 1, 2010 and successfully completed the
CAODC Service Rig Vehicle Driver Competency
Evaluation;
G3
Prior to June 1, 2011, been issued an HDTC For drivers who have been grandfathered under G.3, a copy of their
and obtained one of the following Enform Enform certificate and a copy of their current HDTC must be in their
certifications:
employee file.
• Derrickhand Competency;
•
Driller Competency; or
•
Well Servicing BOP.
Training
For drivers who have been grandfathered under G.2, a completed
copy of a CAODC On-Road Assessment Evaluation Competencies
form (see Annex 4), and a copy of their current HDTC must be in
their employee file.
8
th
1150, 800 6 Avenue SW, Calgary, AB T2P 3G3
Phone:
(403) 264-4194
Fax:
(403) 263-7174
th
800, 540 5 Avenue SW, Calgary, AB T2P 0M2
Phone:
(403) 264-4311
Fax:
(403) 263-3796
No part of this publication may be reproduced or transmitted in any form or
by any means, electronic or mechanical, including photocopy, without
permission in writing from the Petroleum Services Association of Canada
and the Canadian Association of Oilwell Drilling Contractors.
2006. All rights reserved.
Copyright
Cargo Securement Best Practice
Table of Contents
Disclaimer ..........................................................................................................
2
Introduction .......................................................................................................
3
Production Equipment ......................................................................................
5
Coil Tubing Operations ....................................................................................
7
Securement of Injectors
Securement of Coil Tubing Reels
Vacuum Truck Operations ................................................................................ 11
Drilling and Service Rig Tubulars..................................................................... 14
Pipe Tubs
Pipe Tables
Large Diameter Pipe
Rig Moving ......................................................................................................... 19
Masts
Skidded and Enclosed Loads
Skidded and Non-Enclosed Loads
Non-Skidded and Non-Enclosed Loads
Non-Skidded and Non-Enclosed “Junk Loads”
Securement of Tools and Loose Pieces
Other Tubular Products..................................................................................... 39
Line pipe – coated and non-coated
Oilfield Country Tubular Goods (OCTG)
Sucker Rods
Drill pipe and drill collars
Large diameter pipe
Tie-Downs – Inspection for Wear …………………………………………………
47
Appendices
Appendix 1: Acknowledgements .......................................................................... 48
Disclaimer
Every effort has been made to ensure completeness, accuracy, and reliability of the data
contained in this Best Practice. The Petroleum Services Association of Canada (PSAC)
and
the
Canadian
Association
of
Oilwell
Drilling
Contractors
(CAODC),
its
subcommittees, and individual members make no representation, warranty, or guarantee
in connection with this Best Practice or any publication referred to therein. They hereby
disclaim liability or responsibility for loss or damage resulting from the use of this Best
Practice or for violation of any statutory or regulatory requirement with which this Best
Practice may conflict. In the case of inconsistency or conflict between this Best Practice
and applicable legislative requirements, the legislative requirements shall prevail. This
Best Practice is meant to provide clarification and interpretation of the regulators’
requirements. Final interpretation and enforcement are the jurisdiction of the appropriate
regulatory body.
It is the joint responsibility of the carrier, owner, and shipper to ensure the cargo
securement systems are properly designed, engineered, installed and used to ensure
cargo, meaning equipment used in the oil and gas industry, is safely secured whenever
it is on a highway.
The regulatory authorities in Alberta, British Columbia and
Saskatchewan by reviewing this document are not certifying the design, engineering, or
use of these cargo securement systems, or indemnifying PSAC, CAODC, carriers,
shippers or vehicle operators in any way.
PSAC and the CAODC do not endorse the use of any particular manufacturer’s product.
Any descriptions of product types or any schematics of components that bear
resemblance to a specific manufacturer’s product are provided strictly in the generic
sense.
2
Introduction
The Canadian Association of Oilwell Drilling Contractors (CAODC), the Petroleum
Services Association of Canada (PSAC) and transportation authorities in Alberta, British
Columbia, and Saskatchewan, together with industry, have developed this Best Practice
to address compliance with the North American Cargo Securement Standard (the
“Standard”) introduced in January 2005.
The full Standard is available online at
http://www.ccmta.ca/english/pdf/nsc10_e_sept04.PDF
This Best Practice is specific to the transportation of equipment used in Canada’s oil and
gas industry, and has been designed to meet or exceed the requirements of the
Standard. The Best Practice is intended as a compliment to the Standard and not a
replacement for it.
Owners/Shippers/Carriers MUST be in compliance with the Standard at all times.
Part 1 - General Provisions - Division 1 - Application of the Standard states:
(1) A carrier shall not permit a driver to operate a vehicle where the cargo
transported in or on the vehicle is not contained, immobilized or secured in
accordance with this Standard.
(2) A driver shall not operate a vehicle where the cargo transported in or on the
vehicle is not contained, immobilized or secured in accordance with this
Standard.
There is also a responsibility on the part of the owner/shipper to ensure that their
equipment is designed and/or adapted in such a way that it meets the
requirements of the Standard.
3
Part 1 - General Provisions - Division 2 – General Performance Criteria states:
5(1) The cargo securement system shall be capable of withstanding the forces that
result if the vehicle is subjected to each of the following accelerations:
(a
0.8 g deceleration in a forward direction;
)
0.5 g deceleration in a rearward direction;
(b
0.5 g acceleration in either sideways direction.
)
(c) cargo securement system shall provide a downward force equal to at least
5(2) The
20% of the weight of an article of cargo if the article is not fully contained
within the structure of the vehicle.
5(3)The load on a component of a cargo securement system that reacts to a
force referred to in subsection (1) or (2), shall not exceed the working load limit
of the component.
Reference should also be made to the following web site for interpretations
guides for the Standard: www.ccmta.ca/english/cargo/interpretation.htm
4
Production Equipment
Photo courtesy of CAODC
Introduction
Examples of Production Equipment Include:
• Compressors
• Pipe clusters
• Treaters
Key Considerations
Dimensions
Weight
Structural Integrity
Centre of Gravity/Balance
Securement Considerations
Anchor Points
Friction
Securement Devices
Containment
Transportation Performance Criteria
Manufacturers must ensure that all new equipment can be shipped in compliance with
the Standard. Anchor points must be present, clearly identified, with the rating clearly
stated.
Equipment currently in use still needs to be moved and carriers will have to develop
ways to meet the requirements of the Standard by cross chaining loads, using lift points
5
as tie down points, using friction mats, etc.
In cases where equipment cannot
be transported in compliance with the Standard, the owners of the equipment will
have to retrofit it to ensure compliance before it can be transported.
Best Practice
Equipment manufacturers and carriers will have to work together to ensure compliance
with the Standard and manufacturers should consult with carriers during the equipment
design stage.
Manufacturers can also assist in retrofitting existing equipment.
In
many cases, manufacturers are currently required to identify and rate tie down
points for shipments overseas and this information could be made available for
shipments within Canada. In cases where equipment cannot be tied down in a manner
that complies with the Standard, manufacturers or owners will have to provide a
container to house the equipment for transport.
The Standard specifies that by 2010, all tiedowns, or components of a tie down must
be marked by the manufacturer with respect to the working load limit. No distinction is
made between new and existing equipment. Carriers will not be able to use any tie
downs that are not clearly marked.
Education and enforcement will be key in ensuring compliance with the
Standard. Carriers must refuse to transport equipment that cannot be transported in
compliance with the Standard. There must be no exceptions.
Links to Transport Canada’s Standard 905 and TSD 905:
http://www.tc.gc.ca/acts-regulations/GENERAL/m/mvsa/regulations/mvsrg/900/mvsr905.html
http://www.tc.gc.ca/roadsafety/mvstm_tsd/tm/9050_e.htm
6
Coil Tubing Operations
Photo courtesy of Sanjel Corporation
Introduction
Examples of Coil Tubing Equipment Include:
• Injectors
• Reels
• Accessories & Tools
• Well Control Equipment
Key Considerations
•
Containment
•
Dimensions
•
Weight
•
Structural Integrity
Securement Considerations
•
Securement Devices
•
Containment
7
Securement of Injectors
The vehicles in these examples have been specifically designed to carry this equipment.
The onus is on the manufacturer to ensure that performance criteria have been met. If
they are properly maintained, then they should be in compliance with the Standard.
This first injector rests on a saddle
and is angled towards the front of
the vehicle. A locking pin is placed
across the injector using the chassis
to keep the injector in place.
Photos courtesy of Sanjel Corporation
The second type of injector is
saddled in place at a steeper angle
than the first.
It is held in place
using 2 pins located at the upper
right hand corner.
8
Photos courtesy of Sanjel Corporation
The above photos show the locking pins used to hold down the injector.
Additional securement on the front (chains, straps and additional securement pins) could
be used in the event there is any question as to whether or not these units can meet the
requirements for 0.5g deceleration in a rearward direction set out in the Standard.
9
Securement of Coil Tubing Reels
The photos on this page show a coil tubing reel on a lowboy trailer. The coil tubing unit
is pinned to a skid – another option is to bolt the unit to the skid. The onus is on the
manufacturer of the unit to ensure that it has been properly designed.
The reel has been cross-chained for transport.
The pins, number and strength of
tiedowns must meet the requirements of the Standard. Chains must be properly placed.
Photos courtesy of Sanjel Corporation
10
Vacuum Truck Operations
Introduction
Examples of Vacuum Truck Equipment Include:
• Hoses
• Accessories & Tools
Key Considerations
•
Accessories & Hoses
Securement Considerations
•
Securement Devices
•
Containment
Vacuum trucks such as the one
shown here have been designed and
engineered
to
carry
specialized
equipment.
The
onus
is
on
the
manufacturer to ensure that hoses
etc. can be secured in compliance
with the Standard.
Best Practice requires that hoses be
secured in such a way that they do not
fall off or obscure the lights or vehicle
licence plate.
Photos Courtesy of Wellco Energy Services Trust
11
Not in Compliance
In this photo, the hoses drape over the
back, obscuring the lights. Hoses must
not drape over the back of the vehicle.
Not In Compliance
Any items placed in with the hoses must
be firmly secured.
The hitch assembly
placed on top of the hoses is too heavy
for the tarp strap being used to secure
it. The hoses themselves are not
enough to hold other items in place.
Hoses are flexible tubes, and the
problem is that they can, and do flex.
Hoses must be immobilized.
Photos courtesy of Wellco Energy Services Trust
This photo does not show a vacuum
truck. However, it makes the point that
hoses are cargo. They must not come
loose.
The hoses pictured here are
secured to sides of the vehicle with
locking pins. Tarp straps may be used
as a secondary source of securement.
Photo Courtesy of CAODC
12
If tarp straps are used, they must be in good working order - no knots or damaged or
weakened components.
Section 4 (2) of the Standard specifies that all components of a cargo securement
system must be in good working order.
13
Drilling and Service Rig Tubulars
Introduction
Examples of Drilling and Service Rig Tubulars Include:
• Drill pipe
• Drill collars
• Tubing
Key Considerations
•
Containment
•
Weight
•
Bulkheads
Securement Considerations
•
Securement Devices
•
Containment
•
Securement Effectiveness
The transportation of tubular products can be a high risk and challenging operation if not
carried out correctly. This is particularly so when transporting mixed or miscellaneous
loads.
These loads, which may contain tubular products of different length and
diameter, pose significant securement challenges.
Refer also to the Section of this Best Practice dealing with “Other Tubular
Products”.
14
Pipe Tubs
Photo courtesy of PSAC
Best Practice
Due to the hazardous nature of this type of cargo, loose pipe must be secured to the
trailer in accordance with the requirements of the Standard. Pipe in tubs or on tables
must be secured to the tub or table, and the tub or table must then be secured to the
trailer in accordance with the Standard.
If a pipe tub/table is being used to transport pipe, the pipe must be placed in the
tub/table with the least amount of room possible between the ends of the pipe and the
bulkhead. The pipe must then be secured in the pipe tub/table and the pipe tub/table
secured to the trailer in accordance with the requirements of the Standard.
For pipe longer than 3.04 meters two tie-downs are required for the first 3.04 meters and
one extra tie-down is required for each additional 3.04 meters or fraction of 3.04 meters.
If the friction between the pipes is not sufficient to immobilize the pipe during transport
consideration must be given to using a bulkhead as a secondary means of containment.
15
Not in Compliance
Loose items being transported on top of tubulars must be
secured according the Standard. The use of a basket is
recommended. The basket in this photograph has not
been secured in compliance with the Standard.
Photo courtesy of PSAC and CAODC
Pipe Tables
Not in Compliance:
More straps will be needed to meet the 3.04 meter
requirement
Photo courtesy of PSAC and CAODC
Pipe tables, such as the one shown above are widely used throughout industry and can
be transported in a manner that complies with the requirements of the Standard. One of
the significant challenges with pipe tables is their width. With a width of 3.04 meters, it is
difficult, if not impossible, to secure the centre of the table. As a secondary means of
containment, pipe tables must have bulkheads to stop forward and rearward movement.
The pipe must then be placed as close to the bulkhead as possible. The pipe must then
be strapped to the pipe table according to the requirement for straps contained in the
Standard and the table must be secured to the vehicle in accordance with requirements
for skidded loads.
16
Not In Compliance
This photo shows various sizes of pipe
stored under the catwalk and is an
example of non-compliant transportation
of tubulars. However, if the owner of the
equipment contained the pipe so as not to
affect the stability or manoeuvrability of
the load, it could become a compliant
load.
Photo courtesy of PSAC and CAODC
Photo courtesy of PSAC and CAODC
Not in Compliance
This photo illustrates the difficulty of securing pipe of different lengths. Even with the
required number of straps, the pipe cannot be properly secured to this pipe rack in such
a way as to prevent shifting or movement. Additionally, the lumber placed on top of the
pipe is not properly contained and the pipe cannot act as a stable base for loose items to
be secured to.
17
In cases where these types of loads cannot be transported in accordance with the
requirements of the Standard, owners/shippers must provide a skidded and enclosed
storage container similar to a “Sea Can” to contain the load.
Refer also to Division 6 of the Standard dealing with “Intermodal Containers”.
18
Rig Moving
Introduction
Examples of Rig Equipment Include:
• Masts (Derricks)
• Skidded and Enclosed Loads
• Skidded and Non-Enclosed Loads
• Miscellaneous and Loose Equipment
Key Considerations
•
Containment
•
Weight
•
Dimensions (irregular shapes)
•
Housekeeping and Organization
Securement Considerations
•
Anchor points
•
Securement Devices
•
Containment
•
Securement Effectiveness
Photo courtesy of F.S.J. Land Transport LP
19
Masts
Photos courtesy of F.S.J. Land Transport LP
In moving a mast such as the one shown above, the issue is containment of other items.
Everything inside the mast (e.g. blocks, drilling line, cables, sheaves, monkey board,
etc.) has to be secured. Systems and appliances must be designed to ensure that the
items are secured within the confines of the mast. Other non- compliance issues can
result from housekeeping; ropes, etc. must be in good
repair and tied properly.
The Standard provides two options for securing the mast
to deck/carrier. In some situations, securement may be
used every 3.04 meters (as per the Standard) to meet
the number of tie-downs required for the length of the
mast. In other situations, the weight of the mast may be
used to satisfy the requirements in Section 5(1) of the
20
Standard relating to “Performance Criteria” relating to 0.8 g deceleration in a forward
direction, 0.5 g in a rearward direction and 0.5 g acceleration in either sideways direction
and 0.2 g in an upward direction.
For drilling and service rig moves, most equipment can be classified into the following
categories:
•
Skidded and enclosed loads (e.g. pump houses, light plants, etc.)
•
Skidded and non-enclosed loads (e.g. mud tanks, centrifuges, etc.)
•
Non-Skidded and non-enclosed loads (e.g. matting, junk boxes, etc.)
Skidded and Enclosed Loads (e.g. pump houses, light plants, etc.)
Photos courtesy of PSAC and CAODC
Compliance Standards
The key issues are weight, dimension and anchor points. For example, if the gross
weight of the load were 45 000 kg and the nature of its construction factored in, i.e.
indivisible load with front and rear anchor points, a securement application would be
required to achieve a static force preventing the load from shifting when subjected to a
deceleration force of 0.8 g in a forward direction, 0.5 g in a rearward direction,
acceleration of 0.5 g acceleration in either sideways direction, and 0.2 g in an upward
direction.
This requirement could be achieved by using any one of a combination of accepted
securement appliances or systems. Because the full weight of the cargo is making
21
contact with the deck/carrier, an additional minimum aggregate securement device
consisting of a weight load limit of 50% of the cargo weight will be required e.g. bulk
head; block and brace; chains; webbing, etc.
For example and taking into account the “friction” factor* and provided that the has the
proper securement points (standard oilfield skid pick up throats front and rear) five 13
mm Grade 70 Transport Chains each rated at 5 130 kg for a total of 25 650 could be
used to secure this load in compliance with the requirements of the Standard. Three
chains could be used at the front of the load - two chains secured directly from the load
to the deck anchor points (cross chained) applying a force rearward and one indirect
chain applying force downward (gut wrap).
The other two chains would be applied to
the rear of the load in a directly applied configuration applying the force downward.
* Friction is a variable securement application that must be applied with caution.
Contamination of the two contacting surfaces can greatly reduce the amount of friction
created. Oil, ice and water to name a few contaminants can reduce the friction between
the two surfaces to the extent that there is no friction at all and in essence will
compromise the integrity of the securement. Additional securement devices must be
used whenever the friction is compromised in this manner.
Refer also to page 43 of the Standard for working load limits for welded steel
chain.
22
Photo courtesy of PSAC
In Compliance
This photo is an example of a best practice. The neck of the trailer is being used as a
bulkhead. The neck of the trailer must therefore comply with Division 5 requirements for
front-end structures.
24 (1) The height of the front end structure of the vehicle shall not be shorter
than the shorter of
(a) the height at which it prevents the cargo from moving forward, and
(b) 122 centimeters above the deck.
(2) The width of the front end structure of a vehicle shall not be narrower than
the narrower of
(a) the width of the vehicle, and
(b) the width at which it prevents the cargo being transported from moving
forward.
Best practice requires that the cargo be firmly up against the neck of the trailer which is
acting as a bulkhead. There must be no gap.
The front-end structure must comply with the strength requirements set out in Part 1 –
Division 5 of the Standard.
23
Photo courtesy of PSAC
Length and weight are the main issues to consider when transporting this type of cargo.
The overhang at the back means that a 45 degree angle for cross chaining cannot be
achieved.
The Standard requires that articles of cargo longer than 3.04 meters be
secured with two tie-downs for the first 3.04 meters of length and with one extra tie-down
for each additional 3.04 meters or fraction thereof.
The owner/shipper must give
consideration to fitting anchor
points to the skid of the building.
Skidded buildings in excess of
12.2m
in
length
require
additional anchor points every
1.5m
on
both
ends
of
the
building skids in order to enable
the building to be loaded from
either end.
Photo courtesy of PSAC
24
Attention should also be paid to Part 1, Division 4-Tiedowns, Section 22(4) and to Part 2,
Division 6 – Intermodal Containers 85(3)(a).
When preparing buildings for transportation, owners and shippers must ensure that all
items within the building that have enough weight or mass to affect the stability and
maneuverability of the transporting vehicle in the event they shift during transport are
fully secured in compliance with the Standard. They must also ensure that any items
that are not secured will not affect the stability and maneuverability of the transporting
vehicle in the event they shift during transportation.
If there is any question about
whether or not the loose objects would affect stability, then best practice requires that
they be secured.
The Standard states that the driver must “ensure that the cargo does not interfere with
the driver’s ability to drive the vehicle safely” (Part 1 – Division 1). If the load is a closed,
sealed unit, it may be difficult to determine whether or not the items inside the unit will
affect the stability and maneuverability of the vehicle.
The Standard specifies that the driver must inspect the cargo and the cargo securement
system unless the cargo is sealed or loaded in a manner that makes it inaccessible.
Subsections (2) and 3) do not apply to a driver where
(a) the cargo is sealed in a vehicle and the driver has been ordered not to open it
to inspect the cargo, or
(b) the vehicle is loaded in a manner that makes the cargo, or portions of the
cargo, inaccessible.
Best Practice
The Standard requires that the driver ensure that the cargo does not interfere with their
ability to drive the vehicle safely. If a building has been sealed and the driver has been
instructed not to open it, the owner/shipper shall provide the driver with written
instructions to that effect. If the vehicle has been loaded in such a manner that the
cargo or portions of the cargo are inaccessible, the owner/shipper shall provide the
25
driver with written confirmation that all of the cargo has been secured in compliance with
the Standard.
Skidded and Non-enclosed Loads
The sub must be butted up against the
bulkhead in order to prevent forward
movement and the skid secured to the
trailer in order to be in compliance
with the Standard.
Not In Compliance
This photograph illustrates a typical
way in which the industry transports
equipment. All of the loose items
have been chained but are not
secured in a manner compliant with
the Standard. The items must be
placed in a container.
This is a photograph of a “junk-load” –
skidded and non-enclosed. These
loads tend to be made up of a variety
of miscellaneous items. This type of
load must be covered in such a
manner that nothing can be lost from
the load or sides must be added to the
skid. Tarps are not acceptable for
Photos courtesy of PSAC and CAODC
26
these types of loads as they are not strong enough to secure the weight of many of the
items.
Not in Compliance
Loads can be transported without a cover,
provided that the walls of the container are
higher than any part of the load and that the
load itself is of sufficient weight to remain
within the container.
The load shown below must be covered in
such a manner as to secure it within the
container.
Photos courtesy of PSAC and CAODC
Best Practice
One option for transporting this type of load is a “Sea-Can” on skids. Sea-Cans are
used for shipping on ocean going container ships and have the structural strength to
meet the requirements of the Standard.
27
Non-Skidded Non-Enclosed Loads
These loads are often problematic in terms of compliance with the Standard, because
the equipment being moved was not designed or constructed with transportation
securement in mind. The equipment was designed for a specific field use, and as such,
will not easily meet the requirements of the Standard.
Items of the same shape and size e.g. mats, can be secured together. Items of different
shape and size can be secured together provided the cargo securement system
sufficiently engages each individual article.
Photo courtesy of PSAC
Best Practice
In this example, the matting has been secured by the weight of the equipment on top of
it and the equipment has been secured in accordance with the requirements of the
Standard. (Section 10 (Division 3) and Section 22 (Division 4)).
28
Photos courtesy of PSAC
This load meets the requirements of the Standard.
The spreader is tied down on top of the mats, and its
weight is holding the mats down. However because
the spreader is an irregular shape, it would be
advisable to exceed the securement requirements of
the Standard
In Compliance
Note: Edge protectors may be required on the spreader and training provided to ensure
the proper use of the web slings.
29
Photo courtesy of Nabors
Not in Compliance
Everything on the catwalk must be independently secured. In this example, there are
insufficient anchor points on the catwalk to allow for every loose item to be secured in
compliance with the Standard. An equipment skid should be used.
The pipe shown here cannot be
secured
in
compliance
with
the
standard and should be removed or
boxed in.
All the lines must be secured.
Photo courtesy of Nabors
30
Non-Skidded and Non-Enclosed “Junk Loads”
The primary concerns with these loads are the loose pieces of equipment. In the past,
equipment such as flare lines, planks, valves, etc, have been stacked or piled wherever
they would fit during rig moves. However, these types of loads do not comply with the
requirements of the Standard, and this equipment will have to be independently secured
or added to a different load where it can be secured.
Not in Compliance
Because this load contains
planks of different lengths and
widths, it is not possible to
secure it in accordance with
the Standard.
Best Practice
This type of load must be fully
contained in a bin or basket or
the load refused.
Photo courtesy of PSAC
In Compliance But Not Best Practice
In this example, the pieces of
lumber are piled “neatly” in a
rack and attempts have been
made to secure them to the
trailer. However, there exists a
possibility that they have not
been immobilized sufficiently
to ensure that they do not work
loose
during
transit.
Consideration should be given
to placing this type of load into
a container.
Photo courtesy of PSAC
31
Securement of Tools and Loose Pieces
Best Practice
The use of a tool box, such as the
one shown here, will help ensure
that all tools are contained and
immobilized.
In Compliance ?
While the hammers shown here
appear to be secured in compliance
with the Standard, an inspector
might have some concerns that the
size of the rack holes would allow
the hammers to “knock” each other
out of the container. To avoid this
type of problem, it is recommended
that some other type of securement
be used, for example a tarp strap as
outlined in Division 3 – Section 9 on
Photos courtesy of Sanjel Corporation
page 6 of the Interpretation Guide
issued by the CCMTA and dated November 18, 2005.
Posts or pins can be used to secure equipment as long as the securement device is of
sufficient height and strength. Use the rule of “flush or higher”. This rule requires that
pins or posts must be at least as high, if not higher, than the equipment being secured.
32
In Compliance
A pegging system such as the one
shown here will help prevent the cargo
from sliding. However, the same issue
arises as in the previous example and
consideration
should
be
given
to
additional securement.
Best Practice
This pegging system is within an
enclosed box, ensuring that anything
placed on the pegs will stay there.
Not In Compliance
The snipes shown here would not have to bounce very
high in order to come out of the bottom restraint and
slide sideways or fall off of the vehicle. A pin or clip
should be used to lock the snipes in place.
Photos courtesy of Sanjel Corporation
33
Not In Compliance
The pails in this photograph have not been
properly secured or restrained.
A cargo net placed over the top would help
bring this load into compliance.
In Compliance
The pails in the photograph have been placed
in a cage that is higher than the tops of the
pails.
Best Practice
The pails shown here are in cage that is
higher than the tops of the pails and a cover
placed on cage as an additional precaution to
prevent the pails from bouncing out of the
cage during transit.
Photos courtesy of Sanjel Corporation
34
In Compliance
But Not Best Practice
Best Practice requires that all cargo be
both contained within a structure and
immobilized. While this load may meet
the requirements of the Standard, best
practice requires that the hose be
immobilized.
In Compliance ?
Photo courtesy of Sanjel Corporation
This photograph shows the center of a
coil tubing truck being used to hold a
number of loose pieces of equipment.
The same issues arise as with the loads
shown on page 32 of this document.
Photos courtesy of Sanjel Corporation
The Interpretation section of the Standard defines contained with respect to cargo as:
(i)
the cargo fills a sided vehicle
(ii)
every article is in contact with or close to a wall or other articles, and
(iii)
the cargo cannot move or tip
Best Practice would be to use a cage. The cage must be high enough to fully contain
whatever is placed inside it.
35
Photos courtesy of Sanjel Corporation
The cage shown in the photograph on the right is higher than the one shown on the left
and would help ensure that items in the cage are fully contained.
Best Practice
The chains shown here are
secured on hooks long enough
to contain them and a clip is
used as an additional measure
to ensure that the chains will not
bounce off the hooks.
Photo courtesy of PSAC
36
Photos courtesy of Precision Well Servicing, a Division
of Precision Drilling Corporation
Tire chain hooks must be a minimum of three times taller than the height of
the tire chains, or hooks must be a minimum of three inches taller then
the tallest point of the tire chains.
37
Division 3 – General Requirement 9 of the Standard states:
Cargo shall be firmly immobilized or secured on or within a vehicle by structures of
adequate strength, blocking, bracing, dunnage or dunnage bags, shoring bars, tiedowns
or a combination of these.
38
Tubular Products
Introduction:
Examples of tubular products include:
•
Line pipe – coated and non-coated e.g. yellow jacket, insulated pipe
•
OCTG – Oilfield country tubular goods – 60 mm (23/8”) – 339 mm (133/8”)
•
Sucker rods
•
Drill pipe and drill collars
•
Large Diameter Pipe
Key Considerations
•
Coated vs. Non-coated
Pipe coating decreases the friction properties of the load. Snow, ice and
water will also reduce the amount of friction between the load and the
securement devices and in these circumstances consideration should be
given to the use of additional securement devices, such as cement powder.
•
Length
Cargo netting will help to limit movement of the load on steep/extreme
grades. The netting material must be appropriate and durable with respect to
the physical load composition. N.B - cargo netting is NOT a load bearing
securement device.
•
Unitization of Cargo
Tubular goods may be secured using either (or combination of) a “pyramid” or
“bunking” technique. When using a pyramid and/or bunking, the number of
straps/chains must be in accordance with Part 1 - Division 3 & 4 of the Cargo
Securement Standard.
Chocks shall be placed at both ends of the dunnage between tiers so as to
prevent lateral movement of pipe that is not bundled – not including the
bottom row of dunnage (i.e. the bearing pieces on the trailer deck) which are
39
already secured by the deck pins. There should be a minimum of one strap
for every second tier for pipe less than 11.5 cm (4 ½”) in diameter and a
minimum of one strap every tier for pipe more than 11.5 cm (4 ½”) in
diameter.
A “pyramid” is defined as, each successive tier of tubular goods having, at
most, one less joint of pipe than the total number of joints in the tier below it.
Joints of pipe are placed on top of and between two joints of pipe directly
below.
When securing a pyramid, a minimum of one belly wrap is
recommended to unitize as a bundle.
40
41
•
Loading practices
The first tier shall be tight with no movement. Deck pins no shorter than ¾
height of the first tier. Deck pins shall be spaced one every 3.5 meters with
no less than 3 pins per side.
•
Properties
Soft metal e.g. production casing vs. hard metal e.g. drill pipe
•
Conditions/Contamination
Oil, mud, hydrocarbon based contamination, NORMs, etc.
•
Road/Weather conditions
Load friction will vary under different environmental conditions.
Pipe has
been lost due to a decrease in friction from wet, cold and icy conditions.
42
•
Front-End Structures
See Part 1 – General Provisions - Division 5 – Front End Structures of the
Cargo Securement Standard.
•
Load Inspections
See Part 1 – General Provisions – Division 1 – Application of the Standard for
information regarding en-route load inspections.
•
Load configuration
Mixed loads - each tier shall be equal to or less than the width of the
preceding load beneath it.
Collared pipe - should be staggered to increase load friction.
The Standard calls for straps every 3 meters and two within the first 3 meters.
However, companies that use 2 straps at either end of the load within 2.5
meters and every 2.5 meters thereafter report that they have not lost a single
tubular product to load shift. Straps provide better load friction than chains.
The use of a minimum of three pins on each side of a tubular load is
recommended.
Experience has shown that bowing and other damage is
more likely to result when using only two pins on each side of a tubular load.
The use of a minimum of three pins on each side will also reduce the
possibility of the load falling off the trailer in the event one of the pins breaks
during transportation.
Securement Conditions
•
•
•
•
•
Dunnage/cradles
Bunks
Front-end structures
Rope
Securing devices – chains, straps
43
Best Practice
Manufacturers shall provide carriers with details of the surface condition of their
products (e.g. coated/non-coated, type of coating, environmental conditions) and
the required or recommended securement devices and materials (e.g. chains;
straps; dunnage; tarps, load configuration, cement powder). Refer to examples
below.
Shippers shall provide carriers with details of any contaminants (e.g. oil or any
other substances) or construction (e.g. light-wall pipe) that could affect
securement of the product. Shippers shall also provide the carriers with details
of any Naturally Occurring Radioactive Materials (NORMs) that may be present
in or on the product.
Carriers shall secure the cargo in compliance with the Standard and according to
the information supplied by the manufacturer/shipper.
Equipment
•
Dunnage - 90° corners, preferably one piece, the full width of the trailer,
rough-cut and in good condition.
•
Securement devices – See Standard Part 1 – General Provisions – Division 3
– Requirements for Cargo Securement System.
Large Diameter Pipe
These large diameter pipes weigh approximately 11,000 pounds each. Because the
pipe is coated, chains cannot be used to secure the load. The securement shown in this
picture does not meet the requirements of the Standard. 10 straps would be required to
meet the 50% load requirement.
44
Photo courtesy of Premay Pipline
Not in Compliance
Five belts front and back are required
to meet the Standard.
The wooden bunks that the pipe sits in
are carpeted to help avoid damage to
the pipe coating.
Photo courtesy of Premay Pipline
In Compliance
This small diameter pipe has been
strapped and tarped for transport.
Photo courtesy of Premay Pipline
45
Examples of tubular products and securement methods
=
=
iáåÉ=máéÉ=
aìåå~ÖÉ=
1.
2.
3.
Coated vs. noncoated e.g. yellow
jacket, insulated
pipe, and
placement/spacing
Pipe coating
decreases friction
Environmental
considerations (i.e.
frost, snow, water)
l`qd=
1.
2.
3.
4.
5.
iç~Ç=`çåÑáÖìê~íáçå=
pÉÅìêÉãÉåí=aÉîáÅÉë=
pí~åÇ~êÇ=p~óëW=
1.
2.
3.
4.
5.
6.
7.
1.
2.
3.
4.
5.
Length
Diameter
Weight
Pipe ends
Deck pins
Tarpaulin
Mixed-loads
Chains
Straps
Rope
Cement powder
Chocks
See Division 4 – Tie-downs
1.
2.
3.
4.
5.
6.
7.
8.
aêáää=éáéÉLÇêáää=Åçää~êë==
pìÅâÉê=oçÇë=
Environmental Contamination
1.
(i.e. frost, snow, dirt).
Hydro-carbon-based
contamination
Manufacturer/Shipper
Coatings
Post-Production
Contamination (i.e. “mud”,
Naturally Occurring
Radioactive Materials
(NORMs)).
Slotted (oily)
9.
Pyramid
Tiered
Bundled
Weight
Length
Diameter
Mixed loads
Thread protection
Tarps
1.
2.
3.
4.
5.
Chains
Straps
Chocks
Binders
Deck pins
=
46
1.
Hydro-carbon-based,
2.
NORMs
3.
1.
Crated
loads
Tier,
New rods – Crated
Used rods – Bundled
1.
2.
See Part 1, Divisions 2-5
Contamination –
Straps
Banding
mixed
Environmental
contamination (i.e. frost,
snow, dirt).
Hydro-carbon-based
contamination.
Manufacturer/Shipper
coatings
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
1.
2.
3.
4.
5.
6.
Pyramid
Tiered
Mixed loads
Bundled
Weight
Length
Diameter
Deck pins
Pipe ends
Thread protection
Tarps
Chains
Straps
Chocks
Binders
Deck pins
Baskets
7.
Pipe tables
8.
Pipe tubs
See Part 1, Divisions 2-5
Tie-downs - Inspection for Wear
The following is an extract from the North American Cargo Securement
Standard Instructor Guide, November 2003:
Chains, load binder attachments, and anchor points must be maintained in good
condition.
A complete listing of what constitutes defective securing devices can
be found in the Commercial Vehicle Safety Alliance’s (CVSA) Cargo Securment
Tiedown Requirements and Out-of-Service criteria. Here are some commonly cited
deficiencies that would prohibit the use of tie-down equipment.
The following conditions in tie-downs are not acceptable for load securement:
•
Chain containing cracked welds or links
•
Chain containing bent, twisted, stretched, or collapsed links
•
Chain links weakened by gouges, nicks or pits
•
Chains incorrectly repaired
•
Links obviously worn or showing other visible evidence of loss of strength
•
Knots in any portion of the chain, wire rope, or webbing
•
Spread or disturbed grab hooks
•
Cuts, nicks, or splits in nylon webbing
•
Wire cable with missing strands or wraps
•
An anchor point that is weakened or shows loss of strength due to cracks,
breaks or distortion
•
Split lumber that is used as dunnage to prevent movement or distribute the
load
See also The CVSA “Cargo Securement Tie-Down Guidelines at: www.cvsa.org
47
Acknowledgements
The Petroleum Services Association of Canada (PSAC) and the Canadian Association
of Oilwell Drilling Contractors (CAODC) gratefully acknowledge the assistance of the
following people in developing this Best Practice.
Laverne Allen
NWP Trucking
Greg Baker
Universal Compression
Evo Borle
BJ Services Company Canada
Bob Brownlee
Calfrac Well Services Ltd
Lyle Campbell
FSJ L.A.N.D. Transport
Mike Carlson
Precision Energy Services
Andrew Cipywnyk
Saskatchewan Highways and Transportation
Patrick Delaney
Petroleum Services Association of Canada
Pat Diemert
SWANBERG
Perry Doyle
OK Drilling Services
Harold Drok
Transco Energy Services Ltd.
Claude Duval
Wellco Energy Services Trust
Doug Elliot
BC Ministry of Transportation
Darryl Faye
Finnie Hauling & Storage Ltd
Gene Gauthier
Producers Oilfield Services Inc.
Kelly Gauthier
Newalta Corporation
Andrew Hall
Wellco Energy Services Trust
Donna Hennig
H & H Technical Writers
Derek Hibbard
Canadian Association of Oilwell Drilling Contractors
Mike Hillis
Pentastar Energy Services Ltd.
Bryan Howree
Winalta Transport Ltd
Lorne Hyvonen
Canadian Sub-Surface Energy Services
Jason Inverarity
Kinnell Drilling Ltd.
John Inverarity
Kinnell Drilling Ltd
Bruce Jones
Joyline Inc.
Ian Klarenbach
Pentastar Energy Services Ltd
Ken Klym
Schlumberger – Oilfield Services
Robert Knowles
Precision Energy Services
Peter Krenz
Mullen Oilfield Services
Preston Kurash
Precision Well Servicing
Marty Lasante
Schlumberger Well Services
Yvette Lester
Jade Oilfield/Canyon Technical Services
John Malavlay
Lonkar Well Testing Ltd
48
Jim McGratton
BJ Services Company Canada
Dave Meade
Schlumberger – Oilfield Services
Harold Miller
Precision Drilling
Doug Mylie
Pentastar Energy Services Ltd.
Steve Nemeth
Newalta Corporation
Jim Olson
Crude Oil Production and Transportation Association
Matt O’Neill
Precision Well Servicing
Lisa Paradis
Creative Expressions
Harry Parenteau
Alberta Infrastructure and Transportation
Ted Parks
Precision Energy Services
Dennis Permann
Universal Compression Inc.
John Quartel
Andy’s Oilfield Hauling
Wes Roth
Alberta Infrastructure and Transportation
Denver Rush
NWP Trucking
Darrell Sanderson
Pe Ben Industries
Rick Saulnier
Rockwell Servicing Partnership
Rick Schlamb
Shaw Pipe Protection
Dave Schmelzle
Precision Drilling
Paul Scholtz
Premay Pipeline
Don Scobie
Kos Corp Oilfield
Trent Smith
Toromont Energy Systems
Glen Stang
Nabors Drilling Ltd.
Darren Thatcher
Calfrac Well Services
Jim Tycholaz
BJ Services Company Canada
Mike Vanak
BJ Services Company Canada
Max Wallace
Newalta Corporation
Bruce Wilson
Trican Well Service
Ngai Wong
Sanjel Corporation
Len Wren
Conex Rentals Corp
John Wright
Schell Equipment Ltd
49
CAODC TRIP INSPECTION COMPETENCY ASSESSMENT FORM
Vehicle trip and air brake inspections must be completed within a maximum of 60 minutes on a tractor/trailer combination where the trailer, or a
combination of trailers, weigh more than 4,600 kg and is equipped with air brakes. If more than the allowable number of competencies are missed and/or
inadequately completed (i.e. a maximum of 5 for Section I – Vehicle Trip Inspection and a maximum of 3 for Section II – Air Brake Trip Inspection), the
Trip Assessment must be retaken. Driver trainees must complete a CAODC Trip Inspection Competency Assessment Form as part of the assessment
process.
I. VEHICLE TRIP INSPECTION: If more than 5 of the following competencies are missed and/or inadequately completed, the Assessment must be retaken.
Vehicle Area
Component
Competency
The candidate …
Assessment
Readiness
Chock Wheels
Immobilizes vehicle on level ground
Suitable Tools and PPE
Is prepared with the appropriate tools and PPE to conduct trip inspection
Seat & Seat Belt
Ensures adjustment and operation
Mirrors
Ensures adjustment and inspects condition
Windshield and Windows
Inspects condition
Windshield Wipers and Washer Fluid
Ensures functionality
Horn(s)
Ensures functionality (electric and/or air)
In Cab
Heater/Defroster
Ensures functionality
Fuel Gauge/Level
Ensures functionality and checks that fuel level is adequate
Check if
Satisfied
Ensures the electrical system is charging
Instrument Cluster
Ensures water temperature is within an acceptable range
Ensures oil pressure is within an acceptable range
Emergency Equipment
Low and High Beam Headlights
Lights and
Reflectors
Brakes
Hazard Warning Signals
Clearance/Marker
Reflector Tape
License Plate
Leaks
Ensures operation and inspects condition
Ensures operation and inspects condition
Ensures operation and inspects condition
Inspects condition
Ensures operation and inspects condition
Ensures that coolant levels are adequate
Ensures all other fluid levels are adequate (e.g. power steering, windshield washer etc.)
M
Other Fluids
Assesses tension and inspects condition
Ensures connection and inspects condition
Steering Components
Ensures securement and inspects condition
Frame
Inspects condition
Drive Shaft/Differential Axles
Inspects condition
Exhaust System
Ensures securement and inspects condition
Suspension
Ensures securement and inspects condition
Landing Gear
Ensures securement and inspects condition
Doors and Gates
Ensures securement and operation
Battery
Ensures securement/connection and inspects condition
Fuel Tank and Cap
Ensures securement and inspects condition
Storage Compartments
Ensures securement
Cargo Securement
Inspects condition
Flags
Ensures securement and inspects condition
Mud Flaps
Ensures securement
License Plate
Ensures securement and inspects condition
Inspection Decal
Assesses validity of inspection decal
Hub
Inspects condition
Wheel Nut Indicators
Ensures securement and inspects condition
SA
Outside Vehicle
Ensures operation and inspects condition
Ensures that engine oil levels are adequate
Coolant
Hoses
Inspects condition and ensures securement
Inspects for leaks both under and in the engine compartment
Engine Oil
Belts
Ensures required equipment is readily available (e.g. fire extinguisher, first aid kit, advance warning triangles)
Ensures operation and inspects condition
Turn Signals
Under Hood
Ensures functionality
PL
E
Instrument Lights
Wheels
Coupling
Devices
Trip Inspection Report
Rims
Inspects condition
Tire Condition
Inspects condition
Fifth Wheel Lock System
Ensures securement and inspects condition
Pintle Hitch System
Ensures connection
Air Lines/ Electrical Cables/Chains
Ensures securement and inspects condition
Completes trip inspection report correctly
Comments:
CAODC13 (112008)
Page | 1
CAODC TRIP INSPECTION COMPETENCY ASSESSMENT FORM
II. AIR BRAKE INSPECTION
If more than 3 of the following competencies in Sections II are missed and/or inadequately completed, the Assessment must be retaken.
Vehicle Area
Check if
Satisfied
Competency: The candidate …
Inspects condition and ensures securement of brake chamber
Service Circuits
Inspects condition of each push rod
Determines if brakes require adjustment by measuring push rod travel
Ensures engine is off, with the key in the ‘run’ position
Tractor Protection
System
Confirms wheels are chocked
Applies trailer air supply valve (red button); park control valve (yellow button) should be pulled
Disconnects both air lines to the trailer
Confirms if low air pressure warning comes on by 60 PSI
Confirms if trailer air supply valve (red button) "pops" out at 40-60 PSI or higher
Applies and holds foot or hand valve ensuring no air leaks from the open trailer service line
Pushes park control valve (yellow button) and pump the foot valve
Park Control Valve
Confirms if park control valve (yellow button) "pops" out at 20-45 PSI
Reconnects both air lines to the trailer
Inspects condition and ensures securement of air lines and glad hand connectors
PL
E
Inspects condition and ensures securement of air compressor
Supply Circuits
Starts and runs the engine at a fast idle around 1200 RPM
Performs compressor build-up test
Builds air pressure to maximum ensuring governor cuts out at 120-135 PSI
Pumps service brakes until governor cuts in. Confirms cut-in is 20-25 PSI less than cut-out pressure
Chocks wheels
Air System Leaks
Releases both park brakes
Builds air pressure to cut-out (maximum) pressure
Shuts down engine and turns key to “on” position
Performs a full brake pedal application and holds for at least 1 minute
Monitors air loss rate on gauges
Releases brake pedal and applies park brakes
Records results on trip inspection report and immediately reports major defects to Rig Manager and/or supervisor
Demonstrates ability to perform full service brake application to maintain adjustment of manual and/or automatic slack adjusters
M
Brake Adjustment
Confirms brake adjustment on both brakes of one axle
Removes wheel chocks and releases spring park brakes
Service Brake
Response
Demonstrates ability to perform a brake response test using foot valve
Demonstrates ability to perform a tug test using trailer hand valve
SA
Total Vehicle Trip Inspection competencies missed and/or inadequately completed (no more than 5 allowed)
Total Air Brake Inspection competencies missed and/or inadequately completed (no more than 3 allowed)
Comments:
DECLARATION
I, the Trainee, acknowledge that I have completed the assessment as specified above:
Name of Driver (please print)
Operator’s Licence Number
Signature of Driver
Date of Assessment
I, the Approved Assessor, confirm the Trainee named above has demonstrated each of the competencies as specified in this assessment. I acknowledge the Trainee is
competent in the operation of a service rig (as defined by the MOA) and as such is eligible to be issued a CAODC Heavy Duty Certificate:
Name of Approved Assessor (please print)
Operator’s Licence Number
Signature of Approved Assessor
Date of Assessment
Carrier Name
NSC Carrier Number
Carrier Representative (please print)
Signature of Carrier Representative
THIS IS NOT A LICENCE
CAODC13 (112008)
Page | 2
CAODC ON-ROAD COMPETENCY ASSESSMENT FORM
Driver competency must be demonstrated in a single, on-road assessment and performed using a
tractor/trailer combination where the trailer, or a combination of trailers, weigh more than 4,600 kg and is
equipped with air brakes. In order to successfully complete a component, all identified competencies must be
conducted and completed in a safe manner. Assessments must include the minimum requirements listed.
Check if
Satisfied
Component
Competency - The candidate …
Coupling
Tractor and
Trailer
Properly aligns pintle hook and safety latch system to pintle ring (pintle hitch
system only), or
Properly aligns fifth wheel lock to kingpin (fifth wheel lock only)
Minimum
Requirements
Chocks trailer wheels
Ensures fifth wheel jaws are open
1 Coupling
Ensures securement of fifth wheel jaws around the kingpin (fifth wheel lock only)
Ensures securement of safety latch by performing a pull test
Connects air lines and electrical cable to trailer
Raises landing gear and ensures securement
Removes chocks
Accelerating
Ensures seatbelt is fastened
Accelerates at a speed appropriate for the conditions (not too fast)
N/A
Braking and
Stopping
Demonstrates correct use of brakes (decelerates smoothly)
Stops an appropriate distance from vehicle ahead (at least 2 meters)
PL
Places hands in appropriate position
Steering
E
Accelerates smoothly
Keeps vehicle in straight line when necessary
1 Stop on level
ground
N/A
Maintains appropriate lane position through curves – does not go off track
Shifting
(if applicable)
Knows gear locations and shifts into appropriate gear (including low to high range
where applicable)
Shifts without needing to look down
Demonstrates correct use of clutch (smooth start, does not ride clutch)
N/A
M
Shifts at appropriate times (not too early/late or while turning)
Demonstrates double clutching
Shifts to avoid unnecessary one-arm steering when approaching a turn
Maintains appropriate lane position
Lane
Positioning
Stays within lane
SA
Uses the left lane only when necessary (i.e. when passing other vehicles)
N/A
Selects proper turning lanes well in advance
Signals at appropriate time (not too late or too soon)
Signaling
Signals only when necessary
N/A
Demonstrates hand signals when appropriate
Turns from correct lane
Turning
Blocks right/left lane when necessary
4 left turns (2 at
a controlled
intersection)
Turns without cutting corners (no contact with curb or crossing center of road)
Maintains proper turning arc
Finishes turn in proper lane
4 right turns (2
at a controlled
intersection)
Anticipates ahead
Intersections
Comes to a complete stop
Stops close enough to observe intersection, but not over stop line, crosswalk or
into intersection
Demonstrates appropriate action for traffic lights and signs
N/A
Stops on amber light unless unsafe to do so
Takes right of way when appropriate
Right of Way
Yields right of way when appropriate
Travels within posted speed limits, or as per convoy requirements
Speed Control
Maintains a speed appropriate for the conditions
N/A
1 posted low
speed zone
(e.g.: school
zone)
Performs maneuvers without hurrying
Demonstrates appropriate use of jake brake where not prohibited
CAODC13 (112008)
1 highway speed
zone
Page | 1
Starts from a stopped position while on an incline (without rolling back)
Hills
Demonstrates ability to shift gears while moving uphill
Demonstrates appropriate shifting technique while traveling downhill
Demonstrates appropriate braking technique while traveling downhill
1 start from
stopped
position while
on incline
Walks around vehicle prior to reversing
Reversing
Determines clear path prior to reversing
Sounds horn prior to reversing
Reverse at
least 3 vehicle
lengths
Maintains slow, steady speed while reversing
Uses controlled steering
Uses all available mirrors while reversing
Knowledgeable of Workers Guide to Hand Signals for Directing Vehicles
Parks without striking curb or other objects
Parking
Parks within 50 centimeters of curb
Turns wheels correctly for grade when parking on an incline/decline
Sets gear
1 park on
incline/
decline
Sets parking brakes
Ensures ignition is off
Scans road ahead
Checks mirrors frequently
E
Observation
N/A
Observes blind spots
Chocks trailer wheels
Uncoupling
PL
Anticipates hazards
Applies tractor/trailer spring park brakes
Releases safety latch on pintle latch (pintle hitch system only)
Lowers landing gear and ensures legs are high enough for tractor to drive away
1 Uncoupling
Disconnects air lines and electrical cable from trailer
Ensures fifth wheel clearance from trailer
SA
M
COMMENTS
DECLARATION
I, the Trainee, acknowledge that I have completed the assessment as specified above:
Name of Driver (please print)
Operator’s Licence Number
Signature of Driver
Date of Assessment
I, the Approved Assessor, confirm the Trainee named above has demonstrated each of the competencies as specified in
this assessment. I acknowledge the Trainee is competent in the operation of a service rig (as defined by the MOA) and
as such is eligible to be issued a CAODC Heavy Duty Certificate:
Name of Approved Assessor (please print)
Operator’s Licence Number
Signature of Approved Assessor
Date of Assessment
Carrier Name
NSC Carrier Number
Carrier Representative (please print)
Signature of Carrier Representative
THIS IS NOT A LICENCE
On-Road Assessment Competencies
Each of the following competencies (100%) must be demonstrated in a single, on-road assessment in a truck equipped with air brakes towing a trailer that
weighs more than 4600 kg. In order to fully demonstrate a competency, each of the adjacent components must be completed in a safe manner.
Assessments must include the minimum requirements listed.
ON-ROAD ASSESSMENT
Shifting
(if applicable)
Signaling
Backing
Hills
Back-up at least 3
vehicle lengths
SA
Parking
Back up the vehicle and turn in an area with little traffic, including:
 Walk around vehicle prior to backing
 Determine path is clear prior to backing
 Sound horn prior to backing
 Maintain steady slow speed
 Use controlled steering
 Use all necessary mirrors while backing
Start from a stopped position on an incline, including:
 Start from a stopped position on an incline (without rolling back)
 Shift gears while moving uphill
 Demonstrate appropriate braking and shifting when traveling downhill
Park at the side of the road, including:
 Park within 30 centimetres of curb
 Park without striking curb or other objects
 Turn wheels correctly for grade when parking on an incline/decline
 Set gear
 Set parking brakes
 Ensure ignition is off
 Demonstrate appropriate observation
Complete left and right turns, including:
 Maintain proper turning arc
 Turn without cutting corners (no contact with curb or crossing centre of road)
 Block right/left lane when necessary
 Finish turn in proper lane
 Demonstrates appropriate observation
Negotiate through intersections, including:
 Anticipate ahead
 Demonstrates appropriate action for traffic lights and signs
 Come to a complete stop
 Stop close enough to observe intersection, but not over stop line, crosswalk or into
intersection
 Stop on amber light unless unsafe to do so
 Demonstrates appropriate observation
Take/yield right of way when necessary, including:
 Give right of way when appropriate
 Not yield right of way when unnecessary
Maintain speed control, including:
 Travel within speed limits
 Maintain appropriate speed for conditions and intersections/objects/hazards
 Accelerate/decelerate smoothly
 Demonstrate appropriate use of engine brake retarder where not prohibited
 Perform maneuvers without hurrying
Maintain an appropriate road position, including:
E
Steering
Minimum
Requirements
1 stop on level ground
PL
Starting/Stopping
Components
The candidate can …
Start and stop vehicle, including:
 Stop appropriate distance from vehicle ahead (at least 2 meters)
 Demonstrate correct use of brake (smooth stop)
 Demonstrate correct use of clutch (smooth start, does not ride
clutch)  Move off from start at appropriate speed for conditions (not
too fast)  Observe conditions/mirrors/blind spot
Steer vehicle, including:
 Keep vehicle in straight line when necessary
 Place hands in appropriate position
 Maintain appropriate lane position through curves – does not go off track
Shift gears, including:
 Shift to avoid unnecessary one-arm steering
 Know gear locations and shift into appropriate gear (including low to high range where
applicable)
 Shift at appropriate times (not too early or too late or while turning)
 Use clutch appropriately
 Shift without needing to look down
Signal appropriately, including:
 Signal at appropriate time (not too late or too soon)
 Signal only when necessary
M
Competency
Turns
Intersections
Right of Way
Speed Control
Road Position
CAODC12 (112008)
1 start from stopped
position on incline
1 park on incline/
decline
4 left and 4 right turns
including minimum of
2 each conducted at
a controlled
intersection.
1 posted low speed
zone (e.g.: school
zone)
1 highway speed
zone
Page 1
Uncoupling
Coupling
Observation
Components
The candidate can …
 Stay an appropriate distance from lane marking and centre of road
 Select necessary turning lanes early enough
 Remain in left lane only when necessary
 Turn from correct lane
 Stay within lane
 Demonstrate appropriate observation
Uncouple the tractor from the trailer, including:
 Disconnect air lines and electrical cable
 Release fifth wheel latch
 Apply parking and trailer brakes
 Block trailer wheels
 Lower landing gear and check supports are even and touching ground
 Check fifth wheel clearance
Couple the tractor with the trailer, including:
 Connect air lines and electrical cable
 Line up pin with fifth wheel or line up to hitch
 Check fifth wheel/hitch/chains for security
 Raise landing gear and check for security
 Complete tug test
Observe conditions, including:
 Scan road ahead
 Check mirrors
 Observe blind spots
Name of Driver
Signature of Driver
1 uncoupling
1 coupling
PL
DECLARATION
I completed the assessment as specified above:
Minimum
Requirements
E
Competency
Driver’s Licence Number
Date
Name of Assessor
SA
Signature of Assessor
M
I conducted the assessment in compliance with the standards specified above:
CAODC12 (112008)
Driver’s Licence Number
Date
THIS IS NOT A LICENCE
Page 2
Appendix B
Extension of Commercial Vehicle Inspection Certificate to a
Maximum of Five Years - Performance Standards and Measures
CONDITIONAL EXEMPTION
PERFORMANCE STANDARD
PERFORMANCE MEASURE
Expiry date of inspections conducted under the In addition to meeting all regulatory requirements regarding
Commercial Vehicle Inspections Program (CVIP) implementation of a written maintenance program, daily trip
inspection requirements and record keeping, Contractors must
extended to up to five years.
also complete semi-annual internal vehicle inspections.
Note for clarification:
1.
Contractors obtaining CVIP inspections as
per regulatory requirements do not need to
comply with this Appendix;
2.
Daily trip inspection report forms and the
semi-annual internal vehicle inspection report
forms must be maintained in the Contractor’s
vehicle maintenance file at the Contractor’s
principal place of business in Alberta as
defined in The Commercial Vehicle Safety
Regulation (AR 121/2009)
A. DAILY TRIP INSPECTIONS
A. DAILY TRIP INSPECTIONS
The driver of a vehicle, or a person designated by the Contractor
to do so, shall complete a daily trip inspection as per regulatory CAODC Service Rig Trip Inspection Forms or forms meeting the
requirements of the Commercial Vehicle Safety Regulation, AR
requirements.
121/2009 must be completed and retained by the Contractor for six
months
as per regulatory requirements.
If operating under this permit, the person completing the daily
trip inspection shall use the CAODC Service Rig Trip Inspection
Form (see Annex 1) or a form meeting the requirements
of Commercial Vehicle Safety Regulation, AR 121/2009.
Last Amended – September 17, 2015
1
Appendix B
Extension of Commercial Vehicle Inspection Certificate to a
Maximum of Five Years - Performance Standards and Measures
PERFORMANCE STANDARD
PERFORMANCE MEASURE
All other daily trip inspection forms completed within the past
six months must be maintained in the Contractor’s vehicle
maintenance file at their principal place of business in Alberta as
per regulatory requirements.
B. SEMI-ANNUAL MAINTENANCE INSPECTIONS
Where required by Alberta Regulation, the Contractor must
have obtained a CVIP inspection on their service rigs.
B. SEMI-ANNUAL MAINTENANCE INSPECTIONS
Once the Permit Holder has obtained a valid CVIP inspection as
required The Vehicle Inspection Regulation (AR 211/2006), the
inspection shall be valid for five years from the inspection date. This
When exercising the CVIP extension provided for in initial CVIP inspection must be performed to the following standards:
this Appendix, the Contractor must not use a CVIP inspection
form that was completed under a different registered owner.
• Completed by a technician as defined by The Vehicle
For those vehicles registered at a weight of 11,794 kgs or
greater, Contractors must inspect each vehicle at least every 6months (semi-annually) under their preventative maintenance
program.
Inspection Regulation (AR 211/2006);
•
CVIP inspections performed by a technician must be
conducted in a registered and valid CVIP facility.
Contractors must have all CVIP forms, or a copy thereof, issued for
each service rig in the past five years in their vehicle
maintenance file. All CVIP forms must be issued in the Contractor’s
name.
The
most
current
CAODC
Semi-Annual
Maintenance
Inspection Form must be carried in the vehicle and a copy
filed in the Contractor’s vehicle maintenance file.
Semi-annual inspections must be documented on a
CAODC Semi-Annual Maintenance Inspection Form (see
Annex 2). All items on the form must be inspected to CVIP
standards.
Last Amended – September 17, 2015
CAODC Semi-Annual Maintenance Inspection Forms, or copies
thereof, must be retained for at least five years from the
inspection date and maintained in the Contractor’s vehicle
maintenance file at their principal place of business in Alberta.
2
Appendix B
Extension of Commercial Vehicle Inspection Certificate to a
Maximum of Five Years - Performance Standards and Measures
PERFORMANCE STANDARD
PERFORMANCE MEASURE
Semi-annual inspections are not required on vehicles that
have been placed not in service.
Contractors must have a process in place that documents
vehicles that have been placed not in service (e.g. the date the
vehicle was placed not in service, why the vehicle was placed not in
service, and the date the vehicle was returned to service).
This record must be filed in the Contractor’s vehicle maintenance
file. Any vehicle that has been identified as not in service must
not be operated on a highway until a CAODC Semi-Annual
Maintenance Inspection Form has been completed.
Contractors must have a process in place to ensure any vehicle
defects identified are repaired and signed off. Any vehicle that has
been identified as not in service must not be operated on a
highway until repairs are made.
Where an employee, Contractor, or peace officer has detected a
vehicle defect, the defect shall be noted in the Contractor’s vehicle
maintenance file. Once repaired, the person completing the repairs
shall sign off that repairs have been completed. The notice of repair
shall be retained for 5 years from the inspection date.
A person conducting the semi-annual maintenance inspection
Where a certified Heavy Equipment Technician - Truck and
shall be one of the following:
Transport Mechanic journeyperson has conducted the semi-annual
1. A certified Heavy Equipment Technician - Truck and preventative maintenance inspection, their journeyperson certificate
Transport Mechanic journeyperson as defined in number must be documented on the inspection form.
the Apprentices Program Regulation (AR 258/2000); or
Last Amended – September 17, 2015
3
Appendix B
Extension of Commercial Vehicle Inspection Certificate to a
Maximum of Five Years - Performance Standards and Measures
PERFORMANCE STANDARD
2. An employee of the Contractor approved in writing by
a Heavy Equipment Technician - Truck and Transport
Mechanic journeyperson as competent of completing
the semi-annual
maintenance inspection to CVIP
standards.
PERFORMANCE MEASURE
Where approval is given to an employee of the Contractor by a
journeyperson,
a
completed
CAODC
Semi-Annual
Maintenance Inspection – Consent Form (see Annex 3) must
be in that employee’s file stating they have been trained and are
competent in inspecting all items on the CAODC Semi-Annual
Maintenance Inspection form to CVIP standards.
The journeyperson shall specify an expiration date of The Consent Form must be signed, dated and placed in the
their choosing to a maximum of three years that the employee’s file. Incomplete forms will not be considered as valid.
consent form was signed.
A journeyperson’s approval expires on the date provided on the
Semi-Annual Maintenance Inspection – Consent Form and must be
refreshed by completing a new Consent Form before that time
expires.
Last Amended – September 17, 2015
4
CAODC SERVICE RIG TRIP INSPECTION FORM
CARRIER NAME:
DATE OF INSPECTION:
TIME OF INSPECTION:
AM / PM
LOCATION OF INSPECTION:
ODOMETER READING:
HUBOMETER READING:
UNIT #:
LICENSE PLATE #:
CVIP #:
CVIP EXPIRY:
LICENSE PLATE # (TRAILER):
CVIP # (TRAILER):
CVIP EXPIRY (TRAILER):
OIL AND GAS WELL SERVICE RIG PERMIT #
COUNTY PERMIT #:
CHECK MARK = OK
REPAIR REQUIRED = X
NOT APPLICABLE = N/A
DOCUMENTATION
Valid Operator’s License and Certification
Vehicle Registration & Insurance
Log Book
PL
E
TDG Certification
CVIP/PMVI Inspection Form and CAODC Semi-Annual Preventative Maintenance Check form (if applicable)
CVIP/PMVI Certificate (decal)
CAODC Oil and Gas Well Service Rig Permit (if applicable)
Other Applicable Permits & Decals (if applicable)
EMERGENCY EQUIPMENT & SAFETY DEVICES
Fire Extinguishers (inspect condition and ensure securement)
First Aid Kits (ensure kit is adequately stocked and secured in the cab of the vehicle)
Advance Warning Triangles/Reflectors (check location and serviceability and inspect condition)
Reflector Tape (inspect condition)
MECHANICAL
Air Brake System
Cab
Cargo Securement
M
Wheel Chocks
MINOR
MAJOR
YES
NO
SA
Coolant Level (ensure adequate coolant level) Do not check coolant that is under pressure or hot
Coupling Devices
Dangerous Goods
Driver Controls
Driver Seat
Electric Brake System
Exhaust System
Fan Belts (assess tension and inspect condition)
Frame and Cargo Body
Fuel System
Fuel Gauge / Level (ensure functionality and adequate fuel level)
General
Glass and Mirrors
Heater / Defroster
Horn
Hydraulic Brake System
Lamps and Reflectors
Engine Oil (ensure level is adequate, check for leaks)
Oil Pressure (ensure pressure is in acceptable range)
Steering
Suspension System
Tires
Wheels, Hubs and Fasteners
Hub Oil Level (ensure hub is adequately lubricated and no leaks present)
Windshield Wiper / Washer
MECHANICAL DEFECT FOUND
CAODC13 (112008)
Page | 1
DECLARATION
PL
E
COMMENTS (deficiencies identified):
I certify the vehicle identified on this trip inspection report has been inspected in accordance with the applicable requirements
outlined in NSC Standard 13: Trip Inspection, Schedule 1 – Truck, Tractor & Trailer.
Inspector’s Name (please print)
Signature
SA
M
Driver’s Name (If different from Inspector’s Name)
Signature
CAODC13 (112008)
Page | 2
SEMI-ANNUAL MAINTENANCE INSPECTION FORM
CARRIER NAME:
DATE OF INSPECTION:
TIME OF INSPECTION:
AM / PM
VEHICLE MAKE:
MODEL:
YEAR:
ODOMETER READING:
HUBOMETER READING:
LOCATION OF INSPECTION:
HOUR METER:
UNIT #:
LICENSE PLATE #:
CVIP/PMVI #:
CVIP/PMVI EXPIRY:
INSPECTED BY:
INSPECTOR LICENSE #:
PHONE #:
FAX #:
COMPANY NAME:
SIGNATURE:
POWER TRAIN
TIRES AND WHEELS
OK
REPAIR
FUEL SYSTEM
BUMP TIRES/TIRE PRESSURE
EXHAUST SYSTEM
TREAD DEPTH: 4/32 – STEERING (Minimum)
BELTS
OK
REPAIR
OK
REPAIR
2/32 – REAR (Minimum)
DRIVE SHAFTS
CONDITION
ENGINE/TRANSMISSION MOUNT
RIMS AND LOCK RINGS
ENGINE SHUT DOWN
WHEEL NUTS, STUDS AND/OR CLAMPS
NEUTRAL SAFETY SWITCH & SHIFT PATTERNS
WHEELS
SUSPENSION
TIRES AND WHEELS
REPAIR
E
OK
HOOD OR REAR ENGINE COMPARTMENT DOOR
SPRINGS AND ATTACHMENTS
BODY
TORSION BAR SUSPENSION
REAR BUMPER / FRONT BUMPER
TANDEM AXLE WALKING BEAMS
STEPWELL (ENTRANCE AND EXIT STEPS)
AIR SUSPENSION
FLOOR PAN / BAGGAGE FLOOR
AIR SUSPENDED NON-DRIVING AXLE
DOORS
SHOCK ABSORBERS
CAB MOUNT HANDLE & STEP
PL
SUSPENSION ATTACHMENTS
WINDSHIELD
AIR BRAKES – RECORD RESULTS
WINDSHIELD WIPERS / WASHER
OK
AIR COMPRESSOR
SIDE WINDOW / REAR WINDOW
REPAIR
FRAME RAILS & MOUNTS
LOW AIR PRESSURE WARNING SYSTEM
AIR SYSTEM LEAKAGE
SUN VISORS
EXTERIOR REAR VIEW MIRROR
COMPRESSED AIR RESERVE
AIR RESERVOIR & CHECK VALVES
TREADLE VALVE
DRIVER’S SEAT
SEAT BELT / OCCUPANTS RESTRAINTS
HEATER
QUICK RELEASE VALVES
RELAY VALVES
WINDSHIELD DEFROSTER
FENDERS OR MUD FLAPS
TRACTOR PROTECTION VALVE
FRAME & CROSS MEMBERS
SA
M
AIR PARKING & EMERGENCY BRAKE
5TH WHEEL
AIR BRAKE COMPONENTS
BRAKE MECHANICAL COMPONENTS
CAM ROTATION TEST:
STEERING
1.
6.
STEERING WHEEL TEST
2.
7.
STEERING LASH / TRAVEL
3.
8.
STEERING LINKAGE
4.
9.
GAUGES
5.
10.
POWER STEERING
OK
REPAIR
OK
REPAIR
OK
REPAIR
BALL JOINTS
INSTRUMENTS & AUXILIARY EQUIPMENT
OK
REPAIR
LAMPS
FIRE EXTINGUISHER
HAZARD WARNING KIT
LAMPS
HORN
INSTRUMENT LAMP
SPEEDOMETER/ODOMETER
HEADLIGHTS
INDICATOR LAMPS
TAIL LIGHTS
INSTRUMENTS
TURN SIGNALS
IDENTIFICATION
AUXILIARY EQUIPMENT
4-WAY EMERGENCY
FIRST AID
CLEARANCE LIGHTS & REFLECTORS
ELECTRICAL SYSTEM
OK
BRAKE LIGHTS
DOCUMENTATION
REPAIR
WIRING
VEHICLE REGISTRATION & INSURANCE
BATTERY
CVIP/PMVI INSPECTION & CERTIFICATE (DECAL)
SWITCHES
OTHER PERMITS (IF APPLICABLE)
BRAKE ADJUSTMENT
OK
REPAIR
DISC BRAKES
ANTI-LOCK BRAKE SYSTEM
COMMENTS
© CAODC REV. JANUARY 2014
WHITE - UNIT
YELLOW - OFFICE
GREEN - INSPECTOR
9.00442
CAODC Semi-Annual Maintenance Inspection – Consent Form
Date:
I, ________________________, certify that ________________________ has been
Certified Journeyperson
Employee name
trained and is competent in inspecting all items on the CAODC Semi-Annual
Maintenance Inspection Form to CVIP/PMVI standards. In addition, the employee
named therein understands the inspection requirements as it pertains to service rigs
in relation to the Oil and Gas Service Rig permit.
Certified Journeyperson Name (print)
Carrier Representative Name (print)
Certified Journeyperson Signature
Carrier Representative Signature
Journeyperson Certificate #
Consent Form Expiry Date*
*Journeyperson to specify the expiration date of their choosing to a maximum of three
years from the date this consent form was signed). A journeyperson’s approval
expires on the date indicated above and must be refreshed by completing a new
CAODC Semi-Annual Maintenance Inspection – Consent Form before that time
expires.
TRIP INSPECTION COMPETENCY ASSESSMENT FORM
Vehicle trip and air brake inspections must be completed within a maximum of 60 minutes on a tractor/trailer combination where the trailer, or a
combination of trailers, weigh more than 4,600 kg and is equipped with air brakes. If more than the allowable number of competencies are missed and/or
inadequately completed (i.e. a maximum of 5 for Section I – Vehicle Trip Inspection and a maximum of 3 for Section II – Air Brake Trip Inspection), the
Trip Assessment must be retaken. Driver trainees must complete a CAODC Trip Inspection Competency Assessment Form as part of the assessment
process.
I. VEHICLE TRIP INSPECTION: If more than 5 of the following competencies are missed and/or inadequately completed, the Assessment must be retaken.
Vehicle Area
Component
Competency
The candidate …
Assessment
Readiness
Chock Wheels
Immobilizes vehicle on level ground
Suitable Tools and PPE
Is prepared with the appropriate tools and PPE to conduct trip inspection
Seat & Seat Belt
Ensures adjustment and operation
Mirrors
Ensures adjustment and inspects condition
Windshield and Windows
Inspects condition
Windshield Wipers and Washer Fluid
Ensures functionality
Horn(s)
Ensures functionality (electric and/or air)
In Cab
Heater/Defroster
Ensures functionality
Fuel Gauge/Level
Ensures functionality and checks that fuel level is adequate
Check if
Satisfied
Ensures the electrical system is charging
Instrument Cluster
Ensures water temperature is within an acceptable range
Ensures oil pressure is within an acceptable range
Emergency Equipment
Low and High Beam Headlights
Lights and
Reflectors
Brakes
Hazard Warning Signals
Clearance/Marker
Reflector Tape
License Plate
Leaks
Ensures operation and inspects condition
Ensures operation and inspects condition
Ensures operation and inspects condition
Inspects condition
Ensures operation and inspects condition
Ensures that coolant levels are adequate
Ensures all other fluid levels are adequate (e.g. power steering, windshield washer etc.)
M
Other Fluids
Assesses tension and inspects condition
Ensures connection and inspects condition
Steering Components
Ensures securement and inspects condition
Frame
Inspects condition
Drive Shaft/Differential Axles
Inspects condition
Exhaust System
Ensures securement and inspects condition
Suspension
Ensures securement and inspects condition
Landing Gear
Ensures securement and inspects condition
Doors and Gates
Ensures securement and operation
Battery
Ensures securement/connection and inspects condition
Fuel Tank and Cap
Ensures securement and inspects condition
Storage Compartments
Ensures securement
Cargo Securement
Inspects condition
Flags
Ensures securement and inspects condition
Mud Flaps
Ensures securement
License Plate
Ensures securement and inspects condition
Inspection Decal
Assesses validity of inspection decal
Hub
Inspects condition
Wheel Nut Indicators
Ensures securement and inspects condition
SA
Outside Vehicle
Ensures operation and inspects condition
Ensures that engine oil levels are adequate
Coolant
Hoses
Inspects condition and ensures securement
Inspects for leaks both under and in the engine compartment
Engine Oil
Belts
Ensures required equipment is readily available (e.g. fire extinguisher, first aid kit, advance warning triangles)
Ensures operation and inspects condition
Turn Signals
Under Hood
Ensures functionality
PL
E
Instrument Lights
Wheels
Coupling
Devices
Trip Inspection Report
Rims
Inspects condition
Tire Condition
Inspects condition
Fifth Wheel Lock System
Ensures securement and inspects condition
Pintle Hitch System
Ensures connection
Air Lines/ Electrical Cables/Chains
Ensures securement and inspects condition
Completes trip inspection report correctly
Comments:
CAODC13 (112008)
Page | 1
CAODC TRIP INSPECTION COMPETENCY ASSESSMENT FORM
II. AIR BRAKE INSPECTION
If more than 3 of the following competencies in Sections II are missed and/or inadequately completed, the Assessment must be retaken.
Vehicle Area
Check if
Satisfied
Competency: The candidate …
Inspects condition and ensures securement of brake chamber
Service Circuits
Inspects condition of each push rod
Determines if brakes require adjustment by measuring push rod travel
Ensures engine is off, with the key in the ‘run’ position
Tractor Protection
System
Confirms wheels are chocked
Applies trailer air supply valve (red button); park control valve (yellow button) should be pulled
Disconnects both air lines to the trailer
Confirms if low air pressure warning comes on by 60 PSI
Confirms if trailer air supply valve (red button) "pops" out at 40-60 PSI or higher
Applies and holds foot or hand valve ensuring no air leaks from the open trailer service line
Pushes park control valve (yellow button) and pump the foot valve
Park Control Valve
Confirms if park control valve (yellow button) "pops" out at 20-45 PSI
Reconnects both air lines to the trailer
Inspects condition and ensures securement of air lines and glad hand connectors
PL
E
Inspects condition and ensures securement of air compressor
Supply Circuits
Starts and runs the engine at a fast idle around 1200 RPM
Performs compressor build-up test
Builds air pressure to maximum ensuring governor cuts out at 120-135 PSI
Pumps service brakes until governor cuts in. Confirms cut-in is 20-25 PSI less than cut-out pressure
Chocks wheels
Air System Leaks
Releases both park brakes
Builds air pressure to cut-out (maximum) pressure
Shuts down engine and turns key to “on” position
Performs a full brake pedal application and holds for at least 1 minute
Monitors air loss rate on gauges
Releases brake pedal and applies park brakes
Records results on trip inspection report and immediately reports major defects to Rig Manager and/or supervisor
Demonstrates ability to perform full service brake application to maintain adjustment of manual and/or automatic slack adjusters
M
Brake Adjustment
Confirms brake adjustment on both brakes of one axle
Removes wheel chocks and releases spring park brakes
Service Brake
Response
Demonstrates ability to perform a brake response test using foot valve
Demonstrates ability to perform a tug test using trailer hand valve
SA
Total Vehicle Trip Inspection competencies missed and/or inadequately completed (no more than 5 allowed)
Total Air Brake Inspection competencies missed and/or inadequately completed (no more than 3 allowed)
Comments:
DECLARATION
I, the Trainee, acknowledge that I have completed the assessment as specified above:
Name of Driver (please print)
Operator’s Licence Number
Signature of Driver
Date of Assessment
I, the Approved Assessor, confirm the Trainee named above has demonstrated each of the competencies as specified in this assessment. I acknowledge the Trainee is
competent in the operation of a service rig (as defined by the MOA) and as such is eligible to be issued a CAODC Heavy Duty Certificate:
Name of Approved Assessor (please print)
Operator’s Licence Number
Signature of Approved Assessor
Date of Assessment
Carrier Name
NSC Carrier Number
Carrier Representative (please print)
Signature of Carrier Representative
THIS IS NOT A LICENCE
CAODC13 (112008)
Page | 2
ON-ROAD COMPETENCY ASSESSMENT FORM
Driver competency must be demonstrated in a single, on-road assessment and performed using a
tractor/trailer combination where the trailer, or a combination of trailers, weigh more than 4,600 kg and is
equipped with air brakes. In order to successfully complete a component, all identified competencies must be
conducted and completed in a safe manner. Assessments must include the minimum requirements listed.
Check if
Satisfied
Component
Competency - The candidate …
Coupling
Tractor and
Trailer
Properly aligns pintle hook and safety latch system to pintle ring (pintle hitch
system only), or
Properly aligns fifth wheel lock to kingpin (fifth wheel lock only)
Minimum
Requirements
Chocks trailer wheels
Ensures fifth wheel jaws are open
1 Coupling
Ensures securement of fifth wheel jaws around the kingpin (fifth wheel lock only)
Ensures securement of safety latch by performing a pull test
Connects air lines and electrical cable to trailer
Raises landing gear and ensures securement
Removes chocks
Accelerating
Ensures seatbelt is fastened
Accelerates at a speed appropriate for the conditions (not too fast)
N/A
Braking and
Stopping
Demonstrates correct use of brakes (decelerates smoothly)
Stops an appropriate distance from vehicle ahead (at least 2 meters)
PL
Places hands in appropriate position
Steering
E
Accelerates smoothly
Keeps vehicle in straight line when necessary
1 Stop on level
ground
N/A
Maintains appropriate lane position through curves – does not go off track
Shifting
(if applicable)
Knows gear locations and shifts into appropriate gear (including low to high range
where applicable)
Shifts without needing to look down
Demonstrates correct use of clutch (smooth start, does not ride clutch)
N/A
M
Shifts at appropriate times (not too early/late or while turning)
Demonstrates double clutching
Shifts to avoid unnecessary one-arm steering when approaching a turn
Maintains appropriate lane position
Lane
Positioning
Stays within lane
SA
Uses the left lane only when necessary (i.e. when passing other vehicles)
N/A
Selects proper turning lanes well in advance
Signals at appropriate time (not too late or too soon)
Signaling
Signals only when necessary
N/A
Demonstrates hand signals when appropriate
Turns from correct lane
Turning
Blocks right/left lane when necessary
4 left turns (2 at
a controlled
intersection)
Turns without cutting corners (no contact with curb or crossing center of road)
Maintains proper turning arc
Finishes turn in proper lane
4 right turns (2
at a controlled
intersection)
Anticipates ahead
Intersections
Comes to a complete stop
Stops close enough to observe intersection, but not over stop line, crosswalk or
into intersection
Demonstrates appropriate action for traffic lights and signs
N/A
Stops on amber light unless unsafe to do so
Takes right of way when appropriate
Right of Way
Yields right of way when appropriate
Travels within posted speed limits, or as per convoy requirements
Speed Control
Maintains a speed appropriate for the conditions
N/A
1 posted low
speed zone
(e.g.: school
zone)
Performs maneuvers without hurrying
Demonstrates appropriate use of jake brake where not prohibited
CAODC13 (112008)
1 highway speed
zone
Page | 1
Starts from a stopped position while on an incline (without rolling back)
Hills
Demonstrates ability to shift gears while moving uphill
Demonstrates appropriate shifting technique while traveling downhill
Demonstrates appropriate braking technique while traveling downhill
1 start from
stopped
position while
on incline
Walks around vehicle prior to reversing
Reversing
Determines clear path prior to reversing
Sounds horn prior to reversing
Reverse at
least 3 vehicle
lengths
Maintains slow, steady speed while reversing
Uses controlled steering
Uses all available mirrors while reversing
Knowledgeable of Workers Guide to Hand Signals for Directing Vehicles
Parks without striking curb or other objects
Parking
Parks within 50 centimeters of curb
Turns wheels correctly for grade when parking on an incline/decline
Sets gear
1 park on
incline/
decline
Sets parking brakes
Ensures ignition is off
Scans road ahead
Checks mirrors frequently
E
Observation
N/A
Observes blind spots
Chocks trailer wheels
Uncoupling
PL
Anticipates hazards
Applies tractor/trailer spring park brakes
Releases safety latch on pintle latch (pintle hitch system only)
Lowers landing gear and ensures legs are high enough for tractor to drive away
1 Uncoupling
Disconnects air lines and electrical cable from trailer
Ensures fifth wheel clearance from trailer
SA
M
COMMENTS
DECLARATION
I, the Trainee, acknowledge that I have completed the assessment as specified above:
Name of Driver (please print)
Operator’s Licence Number
Signature of Driver
Date of Assessment
I, the Approved Assessor, confirm the Trainee named above has demonstrated each of the competencies as specified in
this assessment. I acknowledge the Trainee is competent in the operation of a service rig (as defined by the MOA) and
as such is eligible to be issued a CAODC Heavy Duty Certificate:
Name of Approved Assessor (please print)
Operator’s Licence Number
Signature of Approved Assessor
Date of Assessment
Carrier Name
NSC Carrier Number
Carrier Representative (please print)
Signature of Carrier Representative
THIS IS NOT A LICENCE
SERVICE RIG TRIP INSPECTION FORM
CARRIER NAME:
DATE OF INSPECTION:
TIME OF INSPECTION:
AM / PM
LOCATION OF INSPECTION:
ODOMETER READING:
HUBOMETER READING:
UNIT #:
LICENSE PLATE #:
CVIP/PMVI #:
CVIP/PMVI EXPIRY:
LICENSE PLATE # (TRAILER):
CVIP/PMVI # (TRAILER):
CVIP/PMVI EXPIRY (TRAILER):
OIL AND GAS WELL SERVICE RIG PERMIT #:
COUNTY PERMIT #:
CHECK MARK = OK
REPAIR REQUIRED = X
NOT APPLICABLE = N/A
DOCUMENTATION
TDG Certification
Vehicle Registration & Insurance
Log Book
CVIP/PMVI Inspection Form and CAODC Semi-Annual Preventative Maintenance Check form (if applicable)
CVIP/PMVI Certificate (decal)
CAODC Oil and Gas Well Service Rig Permit (if applicable)
Other Applicable Permits & Decals (if applicable)
EMERGENCY EQUIPMENT & SAFETY DEVICES
Fire Extinguishers (inspect condition and ensure securement)
First Aid Kits (ensure kit is adequately stocked and secured in the cab of the vehicle)
Advance Warning Triangles/Reflectors (check location and serviceability and inspect condition)
Reflector Tape (inspect condition)
E
Wheel Chocks
MECHANICAL
Air Brake System
Cab
Cargo Securement
MINOR
MAJOR
YES
NO
Coupling Devices
Dangerous Goods
Driver Controls
Driver Seat
M
PL
Coolant Level (ensure adequate coolant level) Do not check coolant that is under pressure or hot
Electric Brake System
Exhaust System
Fan Belts (assess tension and inspect condition)
Frame and Cargo Body
Fuel System
Fuel Gauge / Level (ensure functionality and adequate fuel level)
General
Glass and Mirrors
Heater / Defroster
Horn
Hydraulic Brake System
Lamps and Reflectors
Engine Oil (ensure level is adequate, check for leaks)
SA
Oil Pressure (ensure pressure is in acceptable range)
Steering
Suspension System
Tires
Wheels, Hubs and Fasteners
Hub Oil Level (ensure hub is adequately lubricated and no leaks present)
Windshield Wiper / Washer
MECHANICAL DEFECT FOUND
COMMENTS (deficiencies identified):
DECLARATION
I certify the vehicle identified on this trip inspection report has been inspected in accordance with the applicable requirements outlined in NSC Standard 13: Trip
Inspection, Schedule 1 – Truck, Tractor & Trailer.
© CAODC REV. JANUARY 2014
Inspector’s Name (please print)
Signature
Driver’s Name (If different from Inspector’s Name)
Signature
WHITE - OPERATIONS OFFICE
YELLOW - FIELD STATION
GREEN - UNIT
9.00446
SEMI-ANNUAL MAINTENANCE INSPECTION FORM
CARRIER NAME:
DATE OF INSPECTION:
TIME OF INSPECTION:
AM / PM
LOCATION OF INSPECTION:
VEHICLE MAKE:
MODEL:
ODOMETER READING:
HUBOMETER READING:
YEAR:
HOUR METER:
UNIT #:
LICENSE PLATE #:
CVIP/PMVI #:
CVIP/PMVI EXPIRY:
INSPECTED BY:
JOURNEYPERSON CERTIFICATE # (if applicable):
PHONE #:
FAX #:
COMPANY NAME:
SIGNATURE:
POWER TRAIN
TIRES AND WHEELS
OK
REPAIR
FUEL SYSTEM
BUMP TIRES/TIRE PRESSURE
EXHAUST SYSTEM
TREAD DEPTH: 4/32 – STEERING (Minimum)
BELTS
OK
REPAIR
OK
REPAIR
2/32 – REAR (Minimum)
DRIVE SHAFTS
CONDITION
ENGINE/TRANSMISSION MOUNT
RIMS AND LOCK RINGS
ENGINE SHUT DOWN
WHEEL NUTS, STUDS AND/OR CLAMPS
NEUTRAL SAFETY SWITCH & SHIFT PATTERNS
WHEELS
SUSPENSION
TIRES AND WHEELS
REPAIR
E
OK
HOOD OR REAR ENGINE COMPARTMENT DOOR
SPRINGS AND ATTACHMENTS
BODY
TORSION BAR SUSPENSION
REAR BUMPER / FRONT BUMPER
TANDEM AXLE WALKING BEAMS
STEPWELL (ENTRANCE AND EXIT STEPS)
AIR SUSPENSION
FLOOR PAN / BAGGAGE FLOOR
AIR SUSPENDED NON-DRIVING AXLE
DOORS
SHOCK ABSORBERS
CAB MOUNT HANDLE & STEP
PL
SUSPENSION ATTACHMENTS
WINDSHIELD
AIR BRAKES – RECORD RESULTS
WINDSHIELD WIPERS / WASHER
OK
AIR COMPRESSOR
SIDE WINDOW / REAR WINDOW
REPAIR
FRAME RAILS & MOUNTS
LOW AIR PRESSURE WARNING SYSTEM
AIR SYSTEM LEAKAGE
SUN VISORS
EXTERIOR REAR VIEW MIRROR
COMPRESSED AIR RESERVE
AIR RESERVOIR & CHECK VALVES
TREADLE VALVE
DRIVER’S SEAT
SEAT BELT / OCCUPANTS RESTRAINTS
HEATER
QUICK RELEASE VALVES
RELAY VALVES
WINDSHIELD DEFROSTER
FENDERS OR MUD FLAPS
TRACTOR PROTECTION VALVE
FRAME & CROSS MEMBERS
SA
M
AIR PARKING & EMERGENCY BRAKE
5TH WHEEL
AIR BRAKE COMPONENTS
BRAKE MECHANICAL COMPONENTS
CAM ROTATION TEST:
STEERING
1.
6.
STEERING WHEEL TEST
2.
7.
STEERING LASH / TRAVEL
3.
8.
STEERING LINKAGE
4.
9.
GAUGES
5.
10.
POWER STEERING
OK
REPAIR
OK
REPAIR
OK
REPAIR
BALL JOINTS
INSTRUMENTS & AUXILIARY EQUIPMENT
OK
REPAIR
LAMPS
FIRE EXTINGUISHER
HAZARD WARNING KIT
LAMPS
HORN
INSTRUMENT LAMP
SPEEDOMETER/ODOMETER
HEADLIGHTS
INDICATOR LAMPS
TAIL LIGHTS
INSTRUMENTS
TURN SIGNALS
IDENTIFICATION
AUXILIARY EQUIPMENT
4-WAY EMERGENCY
FIRST AID
CLEARANCE LIGHTS & REFLECTORS
ELECTRICAL SYSTEM
OK
BRAKE LIGHTS
DOCUMENTATION
REPAIR
WIRING
VEHICLE REGISTRATION & INSURANCE
BATTERY
CVIP/PMVI INSPECTION & CERTIFICATE (DECAL)
SWITCHES
OTHER PERMITS (IF APPLICABLE)
BRAKE ADJUSTMENT
OK
REPAIR
DISC BRAKES
ANTI-LOCK BRAKE SYSTEM
COMMENTS
© CAODC REV. JANUARY 2014
WHITE - UNIT
YELLOW - OFFICE
GREEN - INSPECTOR
9.00442