Planning Horizontal Directional Drilling for Pipeline Construction

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AENV Alberta Environment Acronyms EUB Alberta Energy and Utilities Board ASRD Alberta Sustainable Resource Development BHA bottom hole assembly CAPP Canadian Association of Petroleum Producers CCG Canadian Coast Guard CEAA Canadian Environmental Assessment Act CPWCC Canadian Pipeline Watercourse Crossing Committee DFO Fisheries and Oceans Canada EM electromagnetic ERT electrical resistivity tomography GPR ground penetrating radar HADD harmful alteration, disruption or destruction of fish habitat HDD horizontal directional drilling INAC Indian and Northern Affairs Canada IOGC Indian Oil and Gas Canada I.S.R.M. International Society for Rock Mechanics MFO Minister of Fisheries and Oceans Canada NEB National Energy Board NEB Act National Energy Board Act NWPA Navigable Waters Protection Act O.D. outside diameter QAES qualified aquatic environment specialist SPT standard penetration tests
1 INTRODUCTION Horizontal directional drilling (HDD) has emerged as a preferred crossing method in many situations for the installation of oil and gas pipelines as well as other utilities under watercourses, roads, rail lines, steep slopes and other obstacles. This technology has been enthusiastically embraced by proponents, contractors and regulators as a potentially low impact construction technique. In many cases, however, the suitability of the HDD method must be evaluated and compared to more traditional open-trench construction techniques in order to ensure that an appropriate technique is chosen for the conditions and concerns present at a particular crossing. Recognition of the advantages, limitations and potential risks of HDD is an important step in this evaluation. The successful design and construction of an HDD is the result of a team effort combining the skills of the regulatory group, owner, engineering consultant, environmental consultant, inspection services and the specialist HDD contractor. Success in this endeavor is measured in more than the successful pull back of the pre-built pipeline drag section. It is the completion of the project for a reasonable cost with minimal environmental impact and in a manner that allows the contractor to make a fair profit. These should be the goals in any type of project including an HDD installation. It is important to realize that an HDD may represent the critical path on the overall project schedule. In addition, an HDD may have the highest risk of failure of any activities on a project. Therefore, all aspects of planning and design for an HDD need to be assigned a high priority or importance value due to their potential effect on the overall project. 1.1 Purpose of Guidelines The purpose of this document is to assist pipeline companies, contractors and regulators in the planning, evaluation and construction of HDD crossings. In particular, the document provides guidance for: • corporate regulatory personnel in determining the necessary course of action during permitting and approval of projects planning an HDD; • corporate engineering personnel in the planning, contracting and supervision of construction; • corporate environmental personnel in the planning and provision of support to the construction team; • contractor personnel in managing expectations of corporate and regulatory personnel; and • regulatory managers in determining realistic expectations of HDD technology. September 2004 Planning Horizontal Directional Drilling for Pipeline Construction Page 1-1
Page 1 and 2: GUIDELINE Planning Horizontal Direc
Page 3 and 4: OVERVIEW Horizontal Directionally D
Page 5 and 6: 6.1.2 Clays and Shales ............
Page 7: E.4 Drill Continuance Plan.........
Page 11 and 12: Figure 1 Watercourse Crossing - Hor
Page 13 and 14: An internal inspection of the pipe
Page 15 and 16: 2 REGULATORY AND INFORMATION REQUIR
Page 17 and 18: • the bed, if disturbed, must be
Page 19 and 20: 3 SELECTION OF HDD AS THE PREFERRED
Page 21 and 22: Sediment and erosion control protec
Page 23 and 24: 4 RISK CONSIDERATIONS As with all c
Page 25 and 26: Potential HDD Difficulty Constructi
Page 27 and 28: 5.3 Direct Costs and Benefits of HD
Page 29 and 30: during directional drilling. Conver
Page 31 and 32: to be provided to prospective HDD c
Page 33 and 34: complement to, bore hole investigat
Page 35 and 36: exit area for pipe stringing, weldi
Page 37 and 38: • interruption of fish movements
Page 39 and 40: 8 ENGINEERING DESIGN CONSIDERATIONS
Page 41 and 42: • landowner consultation during t
Page 43 and 44: Conventional two-layer extruded pol
Page 45 and 46: 9 CONTRACTUAL CONSIDERATIONS 9.1 Ty
Page 47 and 48: 9.2.5 Equipment The bid documents s
Page 49 and 50: • inability to prevent excessive
Page 51 and 52: 10 CONSTRUCTION CONSIDERATIONS 10.1
Page 53 and 54: • plugging and sealing capabiliti
Page 55 and 56: the drill path should be aligned to
Page 57 and 58: 10.3.4 Clean-up and Remediation An
Page 59 and 60:
Equipment Use Frac tanks • for ab
Page 61 and 62:
Directional Crossing Contractors As
Page 63 and 64:
APPENDICES September 2004 Planning
Page 65 and 66:
Appendix A - Glossary annular press
Page 67 and 68:
adius of curvature the bend radius
Page 69 and 70:
Appendix B - Primary Regulatory and
Page 71 and 72:
Jurisdiction Agency Purpose Northwe
Page 73 and 74:
Appendix C Example Drilling Executi
Page 75 and 76:
d) disposal plan composed of: i) an
Page 77 and 78:
Appendix D - HDD Related Conversion
Page 79 and 80:
Appendix E - Example (Alberta) - Pi
Page 81 and 82:
4. The drilling mud must be cleaned
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