Performance Appraisal: 01/01/2015 - 12/31/2015
Appraisal: Direct Manager
Manager Name : MARK BAILEY Current Phase : Final Evaluation
Pending With: Direct Manager
<p>IDENTIFY LIFTING NONCONFORMITY AND REPORT DEFICIENCIES</p><p>IDENTIFY AND
IMPLEMENT SOLUTIONS TO REACH COMPLIANCE STATUS</p><p>COMPILE A PORTFOLIO OF
LIFTING PLANS, METHOD STATEMENTS AND REVIEW TRA'S WHERE
NECESSARY</p><p>IDENTIFY TRAINING NEEDS FOR OPERATORS OF PLANT MACHINERY
AND HELP MAINTAIN TRAINING AND CERTIFICATION LEVELS.</p><p>RAISE AWARENESS
THROUGHOUT WDI OPERATIONS WITH REGARD TO THE HAZARDS ASSOCIATED
WITH LIFTING OPERATIONS.</p><p>IDENTIFY AND REGULATE HSE NONCONFORMITY WITH
3RD PARTY PLANT VENDORS IN REGARDS TO WEATHERFORD CERTIFICATION
Phase 1 Attachments
No Objectives have been uploaded to this document
STEPHEN MARTIN (LIFTING SUPERVISOR) SOUTH IRAQ
EMPLOYEE SELF-EVALUATION 2015
I have been employed since October 2014, in the position of Lifting Supervisor for Weatherford
Drilling based out of South Iraq. From the commencement of my first rotation in Iraq, I identified
several areas of non-compliance and that immediate improvement was needed.
Below are my objectives set in place December 2014, based on these historical non-conformity
issues, occurring on a daily basis within the area of Lifting Operations.
•IDENTIFY LIFTING NON-CONFORMITY
•IDENTIFY AND IMPLEMENT SOLUTIONS TO REACH COMPLIANCE STATUS
•COMPILE A PORTFOLIO OF LIFTING PLANS
•CREATE METHOD STATEMENTS
•IDENTIFY TRAINING NEEDS FOR OPERATORS OF PLANT MACHINERY
•REVIEW AND ASSIST WITH TRAINING
•REVIEW ADHERENCE TO CERTIFICATION LEVELS.
•RAISE AWARENESS OF HAZARDS ASSOCIATED WITH LIFTING OPERATIONS.
•IDENTIFY AND REGULATE HSE NON-CONFORMITY WITH THIRD PARTY PLANT
VENDORS TO COMPLY WITH WEATHERFORD CERTIFICATION REQUIREMENTS
Year 2015, the Lifting Dept. aimed to raise the standards of lifting awareness throughout
Weatherford Drilling on the 4 Workover Rigs initially, and mid-way through the year, we worked
with the 2 Drilling Rigs in South Iraq.
The areas of improvement have contributed to boosting WDI rigs to the BP/ROO number one
spot in the South Rumaila oil field out of 4 contractors. This was confirmed following the
publication of the results of the final lifting verification audit. (Please see attachments)
The majority of equipment that was being hired to us by third parties was of poor quality. There
was very little in the way of valid certification, servicing records or maintenance programs,
indeed, a number of certificates were proven to be fakes for either operators or the machinery.
As a result, I addressed this with all the contractors by inviting them to meetings held at
Weatherford City on various occasions, I highlighted the serious nature of this activity and
reinforced our company expectations. I conducted continual onsite audits and in addition, trained
the STC's to identify forged certification after holding meetings with 3rd party assessors that
issue certificates. I have given continual support to the Rig HSE to help eradicate this serious
Initially we were met with opposition, however, diligence has proved successful and contractors
understand the expectations and requirements, and are now meeting with our standards.
2. Deficiencies in accordance with BMS and OEPS.
This refers to, although is not restricted to, Lifting Plans and Method Statements, Rigging Loft
Fabrication for all rigs, implementing the management system for controlling the use of lifting
equipment, quarantine, six monthly inspections, Preventative maintenance programs, Hoist rope
certification and identifying the correct lifting equipment to be used for our rig moves and daily
This was addressed by the implementation of solutions to reach compliance status throughout,
in addition to advising changes to the BMS. The constant implementation of our BMS, OEPS,
LOLER, PUWER and BS7121 approved codes of practice, combined with my professional
knowledge and experience of 25 years in onshore and offshore installations and of course,
management and client support, has ensured ongoing compliance throughout. In addition,
coaching and implementation of the procedures are continually supported to ensure complete
understanding by the rig crews and 3rd party vendors.
I have continually highlighted the need for further training in Lifting Operations with all crews,
including senior supervision, the rig move team and crane operators. This has resulted in the
training matrix being changed to include Crane Operator training and assessments. I have
assisted and supported the training department to deliver Slinger/Banksman training and
informal Mobile Crane Awareness training onsite to crews and 3rd party vendors during the
This has improved safety awareness of dangerous over lifting practices (that has been common
in South Iraq), ground bearing requirements and understanding why we need larger mats on
certain lifting operations, the correct selection of lifting equipment to ensure we are not using
inadequate slinging arrangements to lift Weatherfords equipment at any time and in particular,
over well heads.
I have taken an active role in, and reported on Audits of 3rd party suppliers of cranes and
operators in order to identify the best quality equipment and training programs of operators to
work on our sites.
I have also compiled, produced and distributed a Lifting Audit folder for all the Rigs as an
immediate and accessible reference for the Client Lifting Verification audits. This is used as a
guidance tool for the STP's and STC's during Audit's. This has proved
extremely valuable and has proven results.
5. Lifting Plans
• The creation of a Lifting Plan and Method Statement Portfolio.
I have compiled Lifting Plans and Method statements for our operations over the last year, this
was because there were very poor quality documents being used initially, which had been
compiled by unqualified personnel, and they exhibited wrong information such as weights and
measures and slinging arrangements. I Review and update these on a regular basis and
continue to compile bespoke plans when the need arises. These are a necessary tool for
Weatherford and clients, and were built using a format that I developed for Weatherford.
6. 3RD Party – Inspections & Vendors
Supported and maintained third party relations during inspections on the last 3 rounds of 6
monthly thorough examinations. Identifying the need to directly supervise the companies in
order to improve the quality of their certification, the quality of work and to reduce the time spent
on rigs doing the inspections.
This has been successful to varying degrees and is continually monitored and supervised to
ensure the best service, in a shorter time frame, and subsequently save the company money.
I have advised and assisted in improving the quality of service of a 3rd party vendor service
which benefits WDI and the vendors. This includes helping to streamline and speed up the
Workover Rig Moves.
7. Technical & Scope of Works
I have worked closely with the supply chain manager and other members of the WDI
management team on various occasions, to assist and make improvements to the technical and
scope of work sections of the existing Workover Crane and Rig Move contracts.
In 2014/15 I feel that we have boosted lifting awareness throughout WDI, and In addition, greatly
improved our profile with our clients, and compliance to our own BMS/OEPS standards and
I am quite happy to say, that I have proved to be an extremely valuable member of the team at
Weatherford, and am committed to improving our lifting safety and our profile as the number 1
preferred drilling contractor in South Iraq.
Description Last Update Date/Time Uploaded By
12/02/2016 09:02:57AM STEPHEN MARTIN
20/01/2016 05:01:50AM STEPHEN MARTIN
20/01/2016 05:01:36AM STEPHEN MARTIN
Manager's Final Evaluation
steve has lifted the game with his input with both crews and 3rd party contractors on all issues
of safe lifting operations , both on site and during rig moves
No Attachments have been added to this document
Performance Review Rating : 2 EXCEED EXPECTATIONS
Has the employee completed the assigned compliance training? : Yes