TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
PURPOSE
This Standard describes the requirements for gas and liquid steel pipeline design and
installation employing the Horizontal Directional Drilling (HDD) method on behalf of
the Company in Canada, the U.S. and Mexico.
SCOPE/APPLICABILITY
This Standard applies to all HDD design requirements and operations conducted
during the construction of gas and liquid steel pipelines in Canada, the U.S. and
Mexico. Sections 2 to 7 apply to HDD design, and sections 8 to 20 specify the
requirements during HDD construction. Section 1 applies to both HDD design and
construction.
Within an Engineering Standards Collection (ESC) document, the following terms and
definitions apply for requirements:
•
“Company” means the TC Energy entity for whom work, services and/or
materials are being provided.
•
“Shall”, “Must” or similar term is used to express a requirement (meaning a
provision that the user is obliged to satisfy in order to comply with the ESC
document or applicable standard).
•
“May” is used to express an option or that which is permissible within the limits
of the applicable standard.
•
“Should” shall in all instances be interpreted in the same manner as “Shall”,
unless one of the following requirements has been met:
o
to the extent the Company has expressly waived in writing strict compliance
with such standard in such circumstance; or
o
the Contractor has performed a detailed documented analysis provided to
the Company in advance of taking action, which analysis justifies, on
reasonable grounds, the action taken to a level consistent with the
applicable standard.
Wherein governmental or regulatory requirements conflict with this Standard, the
more stringent requirement shall govern.
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Page 1 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
Table of Contents
1 GLOSSARY.............................................................................................................................................................. 6
2 GEOTECHNICAL PROGRAM REQUIREMENTS FOR HDD DESIGN.................................................................... 9
2.1
General................................................................................................................................................... 9
2.2
Sampling Interval and Technique ......................................................................................................... 10
2.3
Laboratory Testing ............................................................................................................................... 11
2.4
Geotechnical Data Report Requirements ............................................................................................. 11
3 SURVEY REQUIREMENTS FOR HDD DESIGN ................................................................................................... 12
3.1
General................................................................................................................................................. 12
4 BORE PATH DESIGN REQUIREMENTS .............................................................................................................. 12
4.1
General................................................................................................................................................. 12
4.2
HDD Entry and Exit Angles .................................................................................................................. 12
4.3
Depth of Cover ..................................................................................................................................... 13
4.4
Bore Tangents ...................................................................................................................................... 13
4.5
Radius of Curvature ............................................................................................................................. 13
4.6
Horizontal and Vertical Curves ............................................................................................................. 14
4.7
Setback Distance ................................................................................................................................. 14
4.8
Installation Length ................................................................................................................................ 14
5 HDD DESIGN REQUIREMENTS ........................................................................................................................... 15
5.1
General................................................................................................................................................. 15
5.2
HDD Feasibility Report Requirements.................................................................................................. 15
5.3
Work Space and Staging Area ............................................................................................................. 16
5.4
Drill and Intersect Installation Methodology .......................................................................................... 17
5.5
Temporary Starter or Conductor Casing Pipe ...................................................................................... 17
5.6
Buoyancy Control Measures ................................................................................................................ 18
5.7
No-Drill Zone Requirements ................................................................................................................. 18
5.8
Intermediate Weld During Pullback Operations.................................................................................... 18
6 CROSSING-SPECIFIC HDD DESIGN DRAWINGS .............................................................................................. 19
6.1
General................................................................................................................................................. 19
7 ENGINEERING DESIGN CALCULATIONS ........................................................................................................... 19
7.1
General................................................................................................................................................. 19
7.2
Pipe Wall Thickness ............................................................................................................................. 20
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Page 2 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
7.3
Minimum Allowable Pipe Bending Radius ............................................................................................ 21
7.4
Pipe Design Bending Radius................................................................................................................ 21
7.5
Steering Radius .................................................................................................................................... 21
7.6
In-Service Operating Stress ................................................................................................................. 21
7.7
Hydraulic Fracture Evaluation .............................................................................................................. 22
7.8
Product Pipe Installation Load and Stresses ........................................................................................ 24
7.9
Roller Spacing ...................................................................................................................................... 25
7.10
Break-Over Stress Evaluation .............................................................................................................. 25
7.11
Over-Bend Stress Evaluation ............................................................................................................... 26
7.12
Highway and Railroad Crossing Stress Evaluation .............................................................................. 26
7.13
Ground Surface Settlement Evaluation ................................................................................................ 27
7.14
Risk Characterization ........................................................................................................................... 27
8 CONSTRUCTION REQUIREMENTS..................................................................................................................... 27
8.1
Company Responsibilities .................................................................................................................... 27
8.2
Environmental Plan .............................................................................................................................. 28
8.3
Safety Plan ........................................................................................................................................... 28
8.4
Workspace and Access Requirement Drawing .................................................................................... 28
8.5
Drilling Schedule and Planning ............................................................................................................ 28
9 SITE-SPECIFIC HDD EXECUTION PLAN............................................................................................................. 28
9.1
General................................................................................................................................................. 28
9.2
Lifting and Pullback Plan ...................................................................................................................... 29
9.3
Drill Rig Anchoring Plan ....................................................................................................................... 30
9.4
Site-Specific Contingency Plan ............................................................................................................ 30
9.5
Engineered Drilling Fluid Management and Composition Plan ............................................................ 30
9.6
Drilling Equipment Specifications, Condition and Integrity ................................................................... 31
9.7
Site-Specific Disposal Plan .................................................................................................................. 32
10 CONSTRUCTION EXECUTION – GENERAL REQUIREMENTS.......................................................................... 33
10.1
Protection of Other Facilities ................................................................................................................ 33
10.2
Workspace and Access ........................................................................................................................ 33
10.3
Water Sources Used for HDD .............................................................................................................. 33
11 CONSTRUCTION EXECUTION – DRILLING OPERATION .................................................................................. 33
11.1
Equipment Standard............................................................................................................................. 33
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Page 3 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
11.2
Lost or Lodged Tools............................................................................................................................ 33
11.3
Inspection of Drill Pipe and Other Tubulars .......................................................................................... 34
11.4
Electronic Drilling Recorder (EDR) ....................................................................................................... 34
11.5
Casing Requirements ........................................................................................................................... 35
11.6
Radio Communication and Access to Instruments ............................................................................... 36
11.7
Reporting of Drilling Status................................................................................................................... 36
12 CONSTRUCTION EXECUTION – DRILLING FLUID SYSTEM ............................................................................. 37
12.1
Instrumentation..................................................................................................................................... 37
12.2
Drilling Fluid Pressure and Circulation ................................................................................................. 37
12.3
Drilling Fluid Containment Management .............................................................................................. 37
13 CONSTRUCTION EXECUTION – DRILLING FLUID COMPOSITION .................................................................. 38
13.1
Drilling Fluid Properties ........................................................................................................................ 38
13.2
Reporting of Drilling Fluid Properties .................................................................................................... 38
14 CONSTRUCTION EXECUTION – DISPOSAL OF DRILLING FLUID AND CUTTINGS ........................................ 39
14.1
General................................................................................................................................................. 39
14.2
Disposal Reporting ............................................................................................................................... 39
15 CONSTRUCTION EXECUTION – DRILLING FLUID MIGRATION, PREVENTION, AND RESPONSE ................ 39
15.1
General................................................................................................................................................. 39
15.2
Minimum Pump Pressure ..................................................................................................................... 39
15.3
Safe Drilling Practices .......................................................................................................................... 40
15.4
Ground Surface Monitoring .................................................................................................................. 40
15.5
Water Quality Monitoring ...................................................................................................................... 40
15.6
Reporting of Drilling Fluid Migration ..................................................................................................... 40
15.7
Notification and Response ................................................................................................................... 41
15.8
Surface Containment and Removal ..................................................................................................... 41
15.9
In-Stream Containment and Removal .................................................................................................. 41
16 CONSTRUCTION EXECUTION – PILOT HOLE DRILLING, TRACKING, AND SURVEYING .............................. 41
16.1
General................................................................................................................................................. 41
16.2
Entry/Exit Angle, Horizontal Alignment and Depth ............................................................................... 42
16.3
Pilot Hole Drill Radius........................................................................................................................... 43
16.4
Pilot Hole Drill Corrections ................................................................................................................... 44
17 CONSTRUCTION EXECUTION – HOLE REAMING ............................................................................................. 44
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TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
17.1
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
General................................................................................................................................................. 44
18 CONSTRUCTION EXECUTION – PIPE FABRICATION AND TESTING PRIOR TO PULLBACK ........................ 45
18.1
Welding ................................................................................................................................................ 45
18.2
Pipe and Coatings ................................................................................................................................ 46
18.3
Pre-Pullback Hydrostatic Testing ......................................................................................................... 46
19 CONSTRUCTION EXECUTION – PIPE PULLBACK ............................................................................................. 47
19.1
General................................................................................................................................................. 47
19.2
Acceptance of Installation .................................................................................................................... 48
19.3
Preparation of Final Tie-In .................................................................................................................... 49
19.4
Final Reporting ..................................................................................................................................... 49
20 CONSTRUCTION EXECUTION – SITE CLEAN UP AND RESTORATION .......................................................... 50
20.1
Grouting and Sealing of Abandoned Holes .......................................................................................... 50
20.2
Site Restoration .................................................................................................................................... 50
21 VARIANCES........................................................................................................................................................... 50
22 ROLES AND RESPONSIBILITIES ......................................................................................................................... 50
23 REFERENCES ....................................................................................................................................................... 51
24 DOCUMENT HISTORY.......................................................................................................................................... 54
25 DESCRIPTION OF CHANGE................................................................................................................................. 55
26 APPROVALS.......................................................................................................................................................... 56
List of Tables
Table 16-1: Tolerance for the Pilot Hole Drill ............................................................................................................... 42
Table 22-1: Roles and Responsibilities ........................................................................................................................ 50
Table 23-1: Regulatory References ............................................................................................................................. 51
Table 23-2: External Industry References .................................................................................................................... 52
Table 23-3: Internal References................................................................................................................................... 53
List of Appendices
APPENDIX A
REQUIRED DOCUMENT LIST .......................................................................................................... 57
APPENDIX B
SAMPLE DRAWINGS ........................................................................................................................ 58
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TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
1
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
GLOSSARY
Agreement
"Agreement" refers to the contract, release order or purchase order, collectively, the
body of the agreement and all attached Schedules, as each of the foregoing may be
amended and supplemented from time to time.
As-built
A drawing showing the component’s location and other facility attachments after
construction. May be referred to “as-constructed drawing.”
Azimuth
The angle at which the downhole probe is projecting in the horizontal plane at a
particular down-hole survey point (magnetic north corresponds to zero degrees).
Break over
The section of the product pipe behind the pipe entry location that is lifted into the air
along a designed arc using cranes and/or side booms to transition the product pipe
from being staged on top of the ground surface to being installed within the
completely reamed and swabbed HDD bore.
Centralizing casing
Casing used to centralize the drilling assemblies within larger diameter casing pipes.
Circulating pressure
The required drilling fluid pressure observed during circulation of drilling fluids within
the bore without further advancement of the pilot bore.
Competent
Adequately qualified, suitably trained and with enough experience to safely perform
the work as outlined, independently or with only a minimal degree of supervision.
Compound curve
An alignment curve that bends in both the horizontal and vertical planes
simultaneously.
Construction line list
A list provided in the project description that provides an up-to-date list of the
landowners affected by the work and the legal land description. The list may define
specific requirements for the work on that property and the status of any agreements
between the Company and the landowner. Such agreements are included in the
work to be performed by the Contractor.
Design bend radius
The bend radius used to develop the bore geometry for the specific crossing.
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TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
Drawings
All drawings referenced in the Agreement or issued to the Contractor by the
Company for the performance of the work; this includes all design and construction
drawings, typical drawings or sketches, route maps, alignment drawings,
environmental alignment drawings, and any other drawings issued to help define,
clarify, or assist the work.
Drill and intersect
An HDD installation whereby an HDD rig is used to complete the pilot bore phase of
the installation process from both sides of the alignment. Each drill rig is used to drill
independent pilot bores that meet within a target intersect location.
Drilling pressure
The drilling fluid pressure observed during advancement of the pilot bore.
HDD crossing design drawing
A drawing (prepared by a professional engineer) showing the crossing in plan and
profile (specifies the depth, length, minimum allowable bend radius, maximum pull
load).
HDD entry location
The established location at the end of the installation where the HDD rig will be set
up and used to complete the pilot bore drilling operation.
HDD exit location
The established opposite location at the end of the installation where the pilot bore
exits the ground surface upon completion of drilling operations.
Intermediate weld
Any weld introduced to the prefabricated pipe during pullback operation.
Minimum allowable pipe bend radius
The elastic pipe bending radius at which the stress limits of the pipe will be reached
based on stress design calculations. This value represents the actual curvature
radius of the installed product pipe and not the curvature of the bore profile.
Minimum allowable single or one joint steering radius
The minimum radius of curvature allowed for pilot hole measured over an arc length
of 10 m (30 ft). Minimum allowable single joint steering radius shall be equal to or
greater than minimum allowable pipe bend radius.
Minimum allowable three joint steering radius
The minimum radius of curvature allowed for the pilot hole measured through three
(3) points over an arc length of 30 m (100 ft). Minimum allowable three (3) joint
steering radius shall be at least 10% greater than the minimum allowable single or
one joint steering radius.
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TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
No-drill zone
An exclusion zone established for the specific crossing upon which the HDD
installation is not allowed to encroach during all phases of the installation process.
Over-bend fitting
Cold bends or elbow fittings at the HDD tie-ins with the rest of the pipeline.
Pipe entry location
Location where the product pipe enters the ground surface drilled borehole.
Pipe exit location
Location where the product pipe exits the ground surface drilled borehole.
Product pipe
The pipe that is installed during HDD which carries the liquid or gas.
S-curve
An alignment curve that bends in one direction followed by a bend in the opposite
direction. A tangent may or may not occur between the two opposing curves.
Telescoping casing
A casing strategy that involves installation of multiple casing pipes of successively
smaller diameters into the ground surface. The largest diameter casing is installed
first, subsequently followed by a smaller diameter casing installed within the larger
diameter casing.
Third party inspection
An agent independent of the Contractor. The inspection shall be performed by a
person with the expertise, knowledge and training to perform the inspection.
Washover casing
Casing used during or prior to pilot bore drilling operations that is pushed into a
portion of the existing previously drilled pilot to help convey drilling fluid flow back to
the HDD entry location.
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Page 8 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
2
GEOTECHNICAL PROGRAM REQUIREMENTS FOR HDD DESIGN
2.1
General
2.1.1
A geotechnical investigation shall be completed for the proposed crossing by a
professional service provider that is qualified by the Company. Geophysical scope of
work, including electrical resistivity tomography (ERT) and/or seismic refraction (SR),
should be considered in the overall geotechnical scope of work.
2.1.2
A professional service provider that is qualified by the Company shall develop a Field
Execution Plan for all geotechnical investigations. The plan shall, at a minimum,
include:
•
location including coordinates (e.g., confirmed with One Call, First Call, Call
Before You Dig)
•
tree clearing requirements
•
type of drill rig required
•
access requirements
•
fresh water requirements
•
environmental constraints including mud disposal requirements
•
size of pads
•
access for geotechnical investigation
•
pad construction details
•
planned termination
•
depth of the boreholes
2.1.3
If ERT and SR surveys are implemented, the depth of interpretation and the
longitudinal extents of the surveys should be selected such that the stratigraphy along
the entire HDD alignment can be interpreted.
2.1.4
Subsurface geotechnical information shall be obtained in support of all HDD designs.
If available, existing geotechnical data from previous Company projects in the area of
the proposed installation should be used to develop requirements for the geotechnical
investigation.
2.1.5
The number and spacing of boreholes shall be consistent with the known
geotechnical information and identified crossing-specific conditions and risks for the
project. The number of borings to be completed shall be discussed with the Company
to determine adequacy of extent, locations, and spacing. Consideration should be
given to both land and water-based borings.
2.1.6
If specified in the Agreement, the depth of boreholes shall be a minimum of 15 m
(50 ft) below the anticipated pipe profile at the location of the nearest borehole to
characterize the site conditions in the event a deeper alignment is required during the
design.
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TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
2.1.7
Geotechnical boreholes shall not be on the HDD alignment (path). Geotechnical
borings should be located a minimum of 10 m (30 ft) and a maximum of 100 m (330
ft) perpendicularly offline of the proposed HDD centerline alignment to reduce the
possibility of frac-out during drilling.
2.1.8
Geotechnical borehole spacing should range between 150 m (490 ft) and 300 m
(990 ft).
2.1.9
Actual boring locations shall be surveyed so that the horizontal and vertical positions
of the borings are known.
2.1.10
Boring locations shall be referenced to the same horizontal and vertical control
system used in the bore path design.
2.1.11
Upon completion, each boring shall be abandoned in accordance with regulatory
requirements and project-specific Environmental Protection Plan (EPP), with the
exception of those borings that house instrumentation to monitor groundwater, slope
stability, etc.
2.1.12
At a minimum, each boring shall be grouted with a weak strength mixture of cement
grout and a bentonite product to promote expansion and sealing of the boring.
2.1.13
Cuttings may be used to backfill the upper 1.5 m (5 ft) of land borings or in
accordance with project-specific EPP.
2.1.14
For installations that parallel an existing pipeline or utility installation, additional
geotechnical investigations shall be completed if the depth of the proposed HDD
installation is greater than 10 m (30 ft) below the depth of the previous installation or
investigation, or if the geotechnical data is deemed to be insufficient. If required by the
Company, the additional geotechnical investigations shall include completion of
additional boreholes to the full depth of the proposed installation plus a minimum of
15 m (50 ft).
2.2
Sampling Interval and Technique
2.2.1
Sampling interval and technique shall be selected based on the anticipated
subsurface material characteristics and site-specific conditions.
2.2.2
Standard penetration tests shall be performed during drilling to provide an indication
of the relative density or consistency of the soil.
2.2.3
Split spoon samples shall be taken within soils at 1.5 m (5 ft) depth intervals, in
accordance with ASTM D 1586: Standard Test Method for Penetration Test and Split
Barrel Sampling of Soils.
2.2.4
Thin-wall tube samples may be taken in accordance with ASTM D 1587 Standard
Practice for Thin-Walled Tube Sampling of Soils for Geotechnical Purposes.
2.2.5
Bedrock shall be continuously cored in accordance with ASTM D 2113 Standard
Practice for Rock Core and Sampling of Rock for Site Investigation.
2.2.6
Percent recovery and rock quality designation (RQD) values shall be obtained during
coring.
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TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
2.2.7
Geotechnical soil/bedrock samples shall not be discarded until the successful
completion of the crossing.
2.3
Laboratory Testing
2.3.1
Laboratory testing shall be completed on collected samples to provide data necessary
for soil classification in accordance with ASTM D 2487 Standard Practice for
Classification of Soils for Engineering Purposes (Modified Unified Soil Classification
System).
2.3.2
Grain size distributions/sieve analyses shall be completed on collected coarsegrained soil samples (soils containing gravels and larger particles) in accordance with
ASTM D 422 Standard Test Method for Particle-Size Analysis of Soils.
2.3.3
Unconfined compressive strength, direct simple shear and triaxial tests shall be
considered for cohesive soil samples.
2.3.4
For installations in very soft or soft cohesive soils, unconfined compressive strength
tests may be completed in accordance with ASTM D 2166 Standard Test Method for
Unconfined Compressive Strength of Cohesive Soil.
2.3.5
For bedrock materials, the following laboratory tests shall be considered:
•
unconfined compressive strength tests
•
Cerchar abrasivity tests
•
splitting tensile strength (Brazilian tensile strength) tests
•
Modified Jar Slake Test (Santi, 1998) to characterize slake durability and
slaking categories for argillaceous (clay/silt based) bedrock materials
2.4
Geotechnical Data Report Requirements
2.4.1
A geotechnical data report (GDR) shall be developed for each crossing.
2.4.2
The GDR shall present all of the factual subsurface information gathered for use in
the design and construction of the HDD installation.
2.4.3
The GDR at a minimum shall include the following components:
•
general geologic review
•
description of the subsurface geotechnical exploration program
•
description of the laboratory testing program
•
borehole logs for all borings and/or test pits
•
all field and laboratory test results
•
long term monitoring data (groundwater data, slope inclinometer data, etc.)
•
recommendation for crossing feasibility
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TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
3
SURVEY REQUIREMENTS FOR HDD DESIGN
3.1
General
3.1.1
Survey shall be completed for the proposed crossing by a professional service
provider that is qualified by the Company.
3.1.2
Surveyed alignments for the proposed bore path, in addition to the 2D (horizontal
chainage) and 3D chainages (slack, contour, or grid chainage), shall include a
Universal Transverse Mercator (UTM) coordinate, elevation, and the applied
combined scale factor (CSF), if applicable, for each point generated.
3.1.3
The surveyor shall label each column appropriately so that the type of chainage used
is clearly understood.
3.1.4
A hydrotechnical assessment should be performed for major waterbody crossings
(i.e., major creeks, rivers, lakes) unless otherwise approved by the Company.
4
BORE PATH DESIGN REQUIREMENTS
4.1
General
4.1.1
The bore profile shall be designed within geotechnical soil or bedrock materials
deemed favorable to an HDD installation, based on site-specific conditions.
4.1.2
The HDD designer shall be responsible for confirming the adequacy of the proposed
geotechnical program (in consideration of the minimum requirements established
below) and addressing any questions the Company may have prior to and during the
field investigations.
4.1.3
The HDD designer must document the installation risks associated with the
anticipated geotechnical materials on the comprehensive risk register established by
the designer for the crossing.
4.1.4
The bore profile shall consider presence of no-drill zones or other identified
environmentally sensitive areas (e.g., mangroves).
4.1.5
The bore profile and alignment shall meet all required federal, provincial/state and
territorial regulations.
4.1.6
A horizontal tangent shall be incorporated into the HDD bore geometry to separate all
curves of differing different orientation and/or design bend radii.
4.1.7
HDD entry and exit locations shall be selected in consideration of site constraints (i.e.,
topography, setback distance, required entry and exit angles, existing utilities, and
other crossing-specific requirements).
4.2
HDD Entry and Exit Angles
4.2.1
The entry angle should range between 8° and 18°.
4.2.2
The exit angle should range between 6° and 12°. The exit angle should be as small
as practical to minimize steering requirements, equipment for staging the product
pipe, height of break-over geometry, and installation induced stresses as the product
pipe transitions into the bore.
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Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
4.2.3
The selection of entry and exit angles shall consider the anticipated geotechnical
conditions, site constraints, topography, depth of cover, setback distance, and other
crossing-specific requirements.
4.3
Depth of Cover
4.3.1
The HDD designer shall select required depth of cover based on:
•
anticipated geotechnical conditions
•
risks of an inadvertent drilling fluid return
•
recommendations from hydrotechnical analysis
•
site constraints (see section 4.1.7)
•
setback distance
•
installation length
•
crossing requirements
•
design bending radius
•
presence of existing pipelines, utilities and/or structures
•
no-drill zones (NDZ) – HDD designer shall determine NDZ based on
hydrotechnical and geotechnical considerations
•
allowable tolerances for vertical deviation, as set in the construction part of this
Standard (refer to Table 16-1 for details)
•
magnitude of acceptable ground surface settlements for existing pipelines,
utilities, and/or structures accounting for potential over-excavation of the
geotechnical materials and/or collapse of the annular space
4.3.2
Clearances between the proposed HDD bore and existing pipelines, utilities and other
surface features shall be indicated on the HDD design drawing.
4.3.3
The minimum clearance between the HDD bore and an existing utility shall be 10 m
(30 ft) to account for allowable grade tolerances and over-sizing of the pilot bore
during reaming operations. Actual clearance shall consider requirements by the utility,
grade tolerances for the pilot bore, diameter of the final bore, and the potential for
reamers or hole openers to up-cut the bore during drilling operations.
4.4
Bore Tangents
4.4.1
An entry and exit tangent length of at least 15 m (50 ft) shall be incorporated into the
bore geometry to avoid elastic rebound loads on the tie-in point to the pipeline.
4.4.2
A tangent of at least 15 m (50 ft) shall be used to separate curves in the bore
geometry.
4.5
Radius of Curvature
4.5.1
The design bore radius of curvature should be at least 1,200 times the nominal
product pipe diameter.
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TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
4.5.2
An in-service operational stress evaluation shall be used to establish the minimum
allowable pipe bending radius. Stress evaluations shall be in accordance with section
7 of this Standard.
4.6
Horizontal and Vertical Curves
4.6.1
Length of all curves shall be minimized to the maximum extent possible.
4.6.2
Horizontal and S-curves and/or drop curves should be avoided. Designs having a
horizontal curve shall be authorized by the Company.
4.6.3
Where a compound curve is required, individual vertical and horizontal bend radii
shall be increased such that the combined curve radius is equal to the design bending
radius of at least 1,200 times the nominal product pipe diameter.
4.6.4
If a compound curve is incorporated into the design, the note related to the calculated
single or three joint steering radius on the HDD design drawings shall be: “The
minimum allowable compound curve steering radius shall be calculated based on the
combined effects of steering in both the vertical and horizontal orientations. Under no
circumstances shall the HDD Construction Contractor assume that minimum
allowable compound curve steering radius be considered to apply individually to the
vertical and horizontal curve radii.”
4.6.5
A combined radius of curvature shall be used where bore geometry includes
concurrent vertical and horizontal curves. The combined radius shall be calculated
using:
𝑅𝑅𝑉𝑉2 𝑅𝑅𝐻𝐻2
𝑅𝑅𝐶𝐶 = � 2
𝑅𝑅𝑉𝑉 + 𝑅𝑅𝐻𝐻2
Where:
𝑅𝑅𝐶𝐶 = combined radius of curvature, metres
𝑅𝑅𝑉𝑉 = vertical radius of curvature, metres
𝑅𝑅𝐻𝐻 = horizontal radius of curvature, metres
4.7
Setback Distance
4.7.1
A setback distance shall be designed between the entry location and the first crossing
feature to provide the required depth of cover beneath all crossing features. Special
consideration shall be given to local regulatory requirements, permitting requirements,
river bank dynamics, depth of cover beneath thalweg, riparian areas, slope stability
and other environmental features.
4.8
Installation Length
4.8.1
The design installation length shall be as short as possible. Site-specific conditions
and/or other related issues (e.g., cover, geotechnical, land etc.) shall be considered
for design installation length.
4.8.2
The proposed installation length shall be compared with previously completed HDD
crossing lengths in similar geotechnical materials to evaluate achievable installation
length based on project site conditions.
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Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
4.8.3
Installation lengths in excess of the completed HDD installation experiences of the
HDD industry shall be authorized by the Company. If authorization is required, the
longer installation length shall be documented on the risk register developed by the
HDD designer for the crossing. Refer to section 7.14 for further details.
5
HDD DESIGN REQUIREMENTS
5.1
General
5.1.1
The Company should perform a field reconnaissance to identify site-specific risks and
constraints, preferred entry and exit locations, available staging area, existing
exposures of surficial overburden and bedrock materials, and other crossing
characteristics.
5.1.2
For proposed installations where an elevation difference of at least 10 m (30 ft) exists
between the HDD entry and exit locations, the HDD designer should establish the
HDD entry location on the lower elevation side of the crossing (or both sides should
the drill and intersect approach be specified).
5.1.3
For proposed installation of pipe size NPS 36 and above, HDD entry and exit
elevation shall be levelled unless approved by the Company.
5.1.4
The HDD designer shall document bore instability risks arising from a lack of
supportive drilling fluid pressure within the portion of the HDD bore above the
elevation of the lower side on the risk register for the crossing. Refer to section 7.14
for further details.
5.1.5
The HDD design should allow for utilization of one (1) rig at entry location and one (1)
at exit location to aid with reaming and mud handling for HDD installation of NPS 36
and larger.
5.1.6
The HDD designer should assume the HDD installation temperature is -10°C (14°F).
5.2
HDD Feasibility Report Requirements
5.2.1
The HDD designer shall provide the HDD Feasibility Report. The HDD Feasibility
Report shall be reviewed, checked, authenticated, and delivered to the Company for
review and endorsement by the project. The minimum requirements for this document
shall include:
•
general project and crossing information
•
short introduction including project description
•
alignment drawing
•
anticipated geotechnical conditions
•
soil and/or bedrock characterization
•
geohazard identification (terrain instability, hydrotechnical hazards)
•
HDD considerations
•
•
entry and exit location details
design bending radius
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•
•
•
•
•
•
•
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
casing pipe requirements
drill and intersect requirements
workspace delineation
fresh water requirements
disposal requirements
schedule duration
design calculations and evaluations, including:
•
•
•
•
•
•
•
•
•
•
•
•
pipeline properties
minimum allowable pipe bending radius calculation
single and three (3) joint pipe bending radius
operating stress calculation
hydraulic fracture calculation
HDD installation load and stress calculations
break-over stress calculation and design
over-bend stress calculation and design, if applicable
railroad or highway stress calculations, if applicable
settlement calculations, if applicable
scour and thalweg calculation for waterbodies crossings, when available
other applicable calculations
•
detailed risk discussions including risk register
•
feasibility assessment and recommendations
5.3
Work Space and Staging Area
5.3.1
The HDD designer shall select entry and exit locations to provide the minimum
staging area necessary for equipment and materials. Entry and exit locations should
allow space (e.g., 80 m [260 ft] in width by 80 m [260 ft] in length) for temporary
containment (e.g., sump pit/tank) of drilling fluids during drilling and pullback
operations to minimize hydrovac traffic. Smaller staging area width and/or length may
be sufficient depending on the diameter of pipe used on the project.
5.3.2
The HDD designer should center the HDD entry and exit location laterally within the
workspace area.
5.3.3
The HDD designer should locate the HDD entry location within the staging area.
5.3.4
The HDD designer should select the HDD entry location such that approximately
25 percent of the length of the staging area occurs in front of the HDD entry location
and 75 percent behind the HDD entry location.
5.3.5
The HDD designer should allow for a product pipe staging area of a minimum width of
40 m (130 ft) by the length of the fully fabricated product pipe plus an additional 60 m
(200 ft) for vehicle turnaround.
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TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
5.4
Drill and Intersect Installation Methodology
5.4.1
The HDD designer shall determine if a drill and intersect installation strategy should
be used for each specific crossing. Consideration shall include:
•
requirement for temporary casing on each end of the proposed installation
•
installation length
•
site topography
•
anticipated and allowable drilling fluid pressures
5.4.2
The HDD designer should consider the use of the drill and intersect method for
installation lengths over 1,250 m (4,100 ft).
5.4.3
The HDD designer should establish the intersection location in the horizontal tangent
section of the bore, where steering requirements are minimal.
5.4.4
The HDD designer should allow for a target intersection window length of, at
minimum, 200 m (660 ft).
5.4.5
The HDD designer shall identify the intersection location on the HDD design
drawings.
5.5
Temporary Starter or Conductor Casing Pipe
5.5.1
The HDD designer shall determine the casing requirements for each HDD location
and identify them on the HDD design drawings.
5.5.2
The HDD designer should keep the length of required casing pipe to a minimum.
5.5.3
The HDD designer should oversize the final casing pipe (i.e., minimum 300 mm [12
in.] larger than the final ream size) to allow free passage of tooling through the casing.
5.5.4
The minimum thickness of the casing pipe shall be at least 19 mm (0.75 in.). The
HDD designer shall determine if additional wall thickness is required for projectspecific requirements. Casing material at a minimum shall meet ASTM A139
Standard Specification for Electric-Fusion (Arc)-Welded Steel Pipe (NPS 4 and Over)
Grade B equivalent or better.
5.5.5
The HDD designer shall design for centralizing casing during all pilot bore and
reaming operations.
5.5.6
In the event casing pipe is deemed necessary at the HDD entry and exit location, the
HDD designer should set up the installation as a drill and intersect installation
strategy.
5.5.7
The HDD designer should allow for telescoping for casing lengths of greater than
50 m (165 ft).
5.5.8
If casing is required, the HDD designer shall identify risks on casing installation and
removal upon completion of pullback operations on the risk register established by the
HDD designer for the crossing. Refer to section 7.14 for further details.
5.5.9
The Company shall authorize casing removal prior to pullback operations.
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Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
5.6
Buoyancy Control Measures
5.6.1
The HDD designer shall implement buoyancy control measures to facilitate
installation for all pipe diameters equal to or larger than NPS 24.
5.6.2
The HDD designer may implement for buoyancy control measures for smaller pipe
diameters.
5.6.3
The HDD designer shall specify buoyancy control measures on the HDD design
drawings.
5.6.4
The HDD designer should allow for use of a liner for pipe sizes greater than NPS 36
for continuous buoyancy control during pullback.
5.7
No-Drill Zone Requirements
5.7.1
The HDD designer shall consider the following inputs into the no-drill zone including,
but not limited to:
•
regulatory or permitting requirements
•
setback distance or depth of cover concerns
•
geotechnical
•
slope stability
•
environmental
•
hydrotechnical
5.7.2
At no location shall the reamed diameter encroach into the no-drill zone.
5.7.3
Once the bore path has been determined, the HDD designer shall take the actual nodrill zone for the crossing as the design bore path plus any allowance for vertical
deviations and final reamed diameter.
5.7.4
The HDD designer shall specify the no-drill zone on the HDD design drawings and
HDD Feasibility Reports.
5.8
Intermediate Weld During Pullback Operations
5.8.1
Intermediate welds and coating application during pullback operations shall not be
allowed, unless authorized by the Company.
5.8.2
Where intermediate welds are authorized by the Company, the HDD designer shall
document the installation risks associated with prolonged stoppages necessary to
complete an intermediate weld, NDE and coating application on the risk register
established by the HDD designer for the crossing. Refer to section 7.14 for further
details.
5.8.3
The HDD designer shall plan for completion of intermediate welds, NDE, and coating
application before the pipe string enters the break-over section in the vicinity of the
pipe entry location. The performance of intermediate welds during installation, and not
previously planned during HDD design, shall be authorized by the Company.
5.8.4
An installation strategy minimizing the length of installed product pipe within the bore
shall be followed to minimize the installation loads to re-establish pullback operations.
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Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
5.8.5
The HDD designer shall define the number of required pipe strings that are separated
by an intermediate weld during pullback on the HDD design drawings.
5.8.6
The HDD designer shall consider the increased force required to re-establish pullback
operations following a prolonged stoppage in the estimated installation load and
stress calculations.
6
CROSSING-SPECIFIC HDD DESIGN DRAWINGS
6.1
General
6.1.1
The HDD designer shall complete all HDD design drawings in accordance with the
Company’s drawing standards referenced in section 23.
6.1.2
Drawings shall indicate the pipe design radius, the minimum allowable steering radius
over a single joint (10 m or 30 ft) length, the minimum allowable steering radius over a
three (3) joint (30 m or 100 ft) length and the maximum pullback load (with and
without buoyancy control, as applicable)
6.1.3
The HDD designer shall prepare HDD design drawings for plan, profile, and breakover and pipe staging area. Drawings shall indicate entry and exit angles, tangent and
arc lengths, clearance to the object of crossing, ERT and SR, soil profiles at borehole
locations. Refer to APPENDIX B for sample HDD design drawings.
6.1.4
The HDD designer shall ensure HDD drawings contain the required labelling of all
features, borehole logs, and construction notes to be used on each drawing. Refer to
APPENDIX B for sample HDD design drawings.
6.1.5
The HDD designer shall add crossing-specific notes informing the HDD Construction
Contractor of additional site-specific crossing requirements to the HDD design
drawings.
7
ENGINEERING DESIGN CALCULATIONS
7.1
General
7.1.1
The HDD designer shall complete and submit the following design calculations to the
Company for review for all HDD installations:
•
pipe wall thickness
•
minimum allowable pipe bending radius
•
Single and three (3) joint steering radius
•
in-service operating stresses
•
product pipe installation load and stresses including maximum pullback load
•
pullback loads and stresses with buoyancy control, if applicable
•
break-over stresses
•
over-bend stresses, as applicable
•
overburden pressure
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Item ID: 1003103090
7.1.2
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
•
maximum allowable drilling pressure and zone of operating drilling pressure
•
hydraulic fracture evaluations
The HDD designer shall complete the following design calculations for all HDD
installations (if required):
•
highway and railroad crossing stresses
•
ground surface and critical utility settlements
•
scour and thalweg calculation for waterbodies, when available
7.1.3
The HDD designer shall provide all assumptions and input parameters. Copies of the
installation load and stress calculations shall be provided in the HDD Feasibility
Report.
7.1.4
References for this calculation include the latest editions of the following, as
applicable:
•
TEN-ME-PWT-GL Pipe Wall Thickness Design Standard (CAN-US-MEX) (Item
ID: 1009372841)
•
CSA Z662 Oil and Gas Pipeline Systems
•
PRCI Installation of Pipelines Using Horizontal Directional Drilling – An
Engineering Design Guide (PR-227-144507)
•
ASCE Manual of Practice No. 108 Pipeline Design for Installation by Horizontal
Directional Drilling
•
ASME B31.8 Gas Transmission Distribution and Piping Systems
•
ASME B31.4 Oil Transmission Distribution and Piping Systems
7.2
Pipe Wall Thickness
7.2.1
The HDD designer shall determine the initial minimum pipe wall thickness in
accordance with the Company TEN-ME-PWT-GL Pipe Wall Thickness Design
Standard (CAN-US-MEX) (Item ID: 1009372841)
7.2.2
The dimension ratio (outer diameter to wall thickness) shall be less than 60. The HDD
designer shall give consideration to ratios below 50 for HDD installations with depth of
cover greater than 30 m (100 ft).
7.2.3
The HDD designer shall complete minimum allowable wall thickness evaluation in
accordance with the latest editions of the following standards as applicable:
•
CSA Z662 Oil and Gas Pipeline Systems
•
ASME B31.8 Gas Transmission Distribution and Piping Systems
•
ASME B31.4 Oil Transmission Distribution and Piping Systems
•
NOM-007-ASEA Transporte de gas natural, etano y gas asociado al carbón
mineral por medio de ductos (Transmission of Natural Gas, Ethane and Coal
Gas Through Pipelines)
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TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
•
PRCI Installation of Pipelines Using Horizontal Directional Drilling – An
Engineering Design Guide (PR-227-144507)
•
ASCE Manual of Practice No. 108 Pipeline Design for Installation by Horizontal
Directional Drilling
7.2.4
The HDD designer shall consider the presence of rock, boulders, or other hard
materials that could cause denting of the pipe for selection of the final wall thickness
in addition to geotechnical data and the HDD designer’s experience.
7.2.5
The HDD designer shall not allow for wall thickness transitions to be installed within
the HDD bore.
7.3
Minimum Allowable Pipe Bending Radius
7.3.1
The HDD designer shall calculate the minimum allowable pipe bending radius for the
proposed pipe properties (e.g., pipe diameter, wall thickness, pipe grade or specified
minimum yield strength [SMYS]) using the design and location factors and maximum
in-service operating conditions (including pressure and thermal expansion
temperature).
7.3.2
The HDD designer shall design the minimum allowable single joint steering radius to
be equal to or greater than the minimum allowable pipe bending radius.
7.4
Pipe Design Bending Radius
7.4.1
The HDD designer shall design the pipe design bending radius to at least 25 percent
greater than the minimum three (3) joint allowable steering radius to allow for steering
corrections during the HDD installation.
7.4.2
The HDD designer shall ensure the minimum allowable pipe bending radius limits the
maximum shear stress in the pipe to 45 percent of SMYS when subjected to the
maximum in-service operating conditions.
7.5
Steering Radius
7.5.1
The HDD designer shall design the minimum three (3) joint allowable steering radius
to be at least ten (10) percent greater than the minimum single joint allowable steering
radius.
7.5.2
The minimum allowable steering radii (for single and three pipes joint length) shall
consider the ease of passing the required tool through the bore without over stressing
reamers or hole openers in areas of reduced bore curvature from the design radius.
7.6
In-Service Operating Stress
7.6.1
The HDD designer shall complete the in-service operating stress in accordance with
PRCI design guidelines or ASCE Manual of Practice No. 108, as suggested by
CSA Z662 and ASME B31.4 and B31.8 for HDD applications.
7.6.2
Calculations shall consider:
•
proposed pipe properties (pipe diameter, wall thickness, pipe grade or SMYS)
•
design and location factors
•
operating conditions
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Status: Published
Publish Date: 2019-Nov-01
•
maximum operating pressure
•
temperature conditions of the pipeline (lowest installed temperature and
maximum operating temperature)
7.6.3
The HDD designer shall base all stress calculations on the minimum allowable pipe
bend radius for the selected product pipe (as opposed to the higher design bend
radius used to establish the bore path geometry).
7.6.4
The HDD designer shall calculate and document all longitudinal, hoop and combined
bi-axial stress states.
7.6.5
The HDD designer shall complete and compare calculated stresses to limit values
provided in the reference codes and standards found in section 7.1.4 .
7.7
Hydraulic Fracture Evaluation
7.7.1
The HDD designer shall complete hydraulic fracture or hydrofracture evaluations
along the design alignment and in consideration of the allowable vertical deviation
during construction.
7.7.2
The HDD designer shall complete hydraulic fracture calculations in accordance to the
Delft Geotechnics approach as outlined in Appendix A of Guidelines for Installation of
Utilities beneath Corps of Engineers Levees Using Horizontal Directional Drilling for
all soil installations. Bedrock installations shall also be based on this method, applying
appropriate soil strength parameters (degree of jointing and fracture determining
strength parameters) to the bedrock materials. Following items shall be considered in
the hydraulic fracture calculations:
7.7.2.1
The HDD designer shall identify all input parameters, including unit weights
(saturated and unsaturated), cohesion, internal angle of friction, shear modulus, pilot
bore radius, radius of plastic zone, mud properties (i.e., mud weight, yield point,
plastic viscosity).
7.7.2.2
The HDD designer shall take a conservative approach for all input parameters. This
conservative approach refers to the selection of strength properties for the overlying
geotechnical materials. Engineering judgment is required to identify the appropriate
input parameters. Reliance on high strength values (i.e., cohesion, internal angle of
friction and shear modulus) shall be clearly identified and discussed with Company.
Justification for input parameters shall be provided in the Feasibility Report.
7.7.2.3
The HDD designer shall base the total overburden stress calculations on the actual
soil/bedrock layers along the alignment. Input parameters shall be selected based on
the anticipated stratigraphy of the geotechnical materials.
7.7.2.4
The HDD designer shall base the maximum allowable radius of the plastic zone on
limiting this radius to competent layers that provide sufficient strength to resist drilling
fluid pressures. This radius shall be limited to a maximum of three (3) times the pilot
hole diameter and shall not extend into layers containing very soft to soft cohesive
soils and/or very loose to loose cohesionless soils.
7.7.2.5
The HDD designer shall take the minimum required pressure as the required
pressure necessary to complete the installation, based on anticipated drilling fluid
parameters (i.e., pump rate, annular velocity, and drilling fluid properties). The
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Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
required pressure shall consider both the hydrostatic pressure exerted by the column
of drilling fluid at any given location and the dynamic pressure required for drilling
fluid flow to the HDD entry location.
7.7.2.6
The HDD designer shall ensure the anticipated circulating pressure (lower limit of the
required drilling fluid pressure range) is below the calculated total overburden stress
along the alignment.
7.7.2.7
The HDD designer shall apply a factor of safety of 2.0 to the calculated pressure
threshold to determine the depth of cover requirements. Consideration shall be given
to a higher factor of safety for crossings of highly sensitive areas.
7.7.3
The HDD designer shall complete calculations at a minimum of every 10 m (30 ft)
along the HDD alignment and at critical areas not captured with this frequency.
7.7.4
The HDD designer shall ensure that hydraulic fracture evaluations identify the
anticipated required drilling fluid pressure range based on the geotechnical materials
and their anticipated strength.
7.7.5
The HDD designer shall determine the lower limit of the required drilling fluid pressure
range using anticipated drilling fluid properties and flow rate.
7.7.6
The HDD designer shall design the upper limit of the required drilling fluid pressure
range to not exceed the lower limit by more than 25 percent.
7.7.7
The HDD designer shall identify the calculation method used to complete the drilling
fluid pressure calculations in the Feasibility Report. All factors of safety applied to the
calculations shall be clearly identified.
7.7.8
The HDD designer shall produce a drilling fluid pressure chart that is part of HDD
profile drawing, and is included in the HDD Feasibility Report and HDD design report.
This chart shall identify the following parameters along the HDD alignment and
beneath all critical features:
7.7.9
•
ground surface profile
•
design alignment
•
required drilling fluid pressure and the required drilling fluid pressure upper limit
(defined as 125 percent of the required drilling fluid pressure)
•
zone of operation clearly identified (pressure between required drilling fluid
pressure and drilling fluid pressure upper limit)
•
overburden resistance based on Delft approach and applied safety factor of 2.0
•
total overburden stress (soil limiting overburden and rock limiting overburden)
•
drill path
The HDD designer shall provide all calculations, assumptions and input parameters in
the HDD Feasibility Report.
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
7.8
Product Pipe Installation Load and Stresses
7.8.1
The HDD designer shall complete installation loads and stress calculations in
accordance with PRCI design guidelines and ASCE Manual of Practice No. 108, as
suggested by CSA Z662, ASME B31.4 and B31.8, and all other applicable industry
standards for HDD applications as referenced in section 23.
7.8.2
The HDD designer shall complete the input of the pipe profile relative to project
location and elevation, segment horizontal length, segment radius and segment
inclination.
7.8.3
When elevations are not provided, the HDD designer shall establish an arbitrary
reference elevation and station for recording the ground surface and bore entry and
exit elevations.
7.8.4
Where possible, the HDD designer shall take pipe profiles from AutoCAD renderings.
If AutoCAD files are unavailable, profile elevations shall be interpreted from hard copy
renderings that have been printed to scale.
7.8.5
The HDD designer shall use all tangents and vertical and/or horizontal curves in
determining the estimates of installation loads and stresses. The addition of more
than two alignment curves and additional tangent segments require modification to
installation load and stress calculations to include the additional curve and straight
sections. Averaging or simplification of the bore alignment is not permitted.
7.8.6
The HDD designer shall use a combined radius of curvature where bore geometry
includes concurrent vertical and horizontal curves. The combined radius shall be
calculated as specified in section 4.6.5.
7.8.7
The HDD designer shall calculate installation loads in the direction from the pipe entry
location to the exit location.
7.8.8
The HDD designer shall include tail string loads in the installation load evaluation.
Loads associated with the tail string shall decrease as more of the product pipe is
installed.
7.8.9
The HDD designer shall calculate tail string loads using the weight of the pipeline, the
friction coefficient of the rollers and the pipe string length.
7.8.10
The HDD designer shall identify all input parameters, including pipe weight (in air),
buoyant or effective pipe weight, downhole drilling fluid weight, frictional drag
coefficient, fluidic drag coefficient, roller coefficients, etc. and provide them in the
HDD Feasibility Report.
7.8.11
The HDD designer shall use dynamic friction coefficients to estimate moving and
start-up loads. Static friction factors following prolonged stoppages for intermediate
welds shall be 1.5 to 2.5 times higher to reflect the higher installation loads
encountered when re-establishing pullback operations.
7.8.12
Where intermediate welds have been authorized by the Company, calculations shall
consider increased installation loads associated with prolonged stoppages for
completion of intermediate welds, NDE and coating application during pullback
operations.
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
7.8.13
Calculated stresses shall be compared to limit values in accordance with Company
stress specifications referenced in section 23 and PRCI, PR-227-144507 Installation
of Pipelines Using Horizontal Directional Drilling – An Engineering Design Guide. All
bending stress calculations shall be based on both the design radius and the
minimum allowable pipe bend radius to be used during construction.
7.8.14
The HDD designer shall ensure stress calculations include tensile stress, bending
stress, external hoop stress, and combined installation stresses (combinations of
tensile, bending, and external hoop stresses).
7.8.15
The HDD designer shall limit tensile stress to 60 percent of the SMYS for all pipe
diameters.
7.8.16
If more than one maximum tensile stress is determined for a given pull section, the
greater shall govern for calculation of pull loads.
7.8.17
The HDD designer shall provide copies of the installation load and stress calculations
in the HDD Feasibility Report.
7.9
Roller Spacing
7.9.1
The HDD designer shall determine and check the maximum roller spacing for the
product pipe.
7.9.2
The HDD designer shall verify that stresses from rollers spacing stress evaluation
such as bending and uniform axial stresses induced in the pipe due to self-weight and
other loads (e.g., pipe filled with water due to buoyancy control or pressure testing) do
not exceed 80% of SMYS.
7.9.3
The HDD designer shall ensure the maximum roller spacing does not allow the
product pipe to come into contact with the ground between supports.
7.10
Break-Over Stress Evaluation
7.10.1
The HDD designer shall perform the break-over stress evaluation.
7.10.2
The HDD designer shall complete break-over stress evaluations in order to determine
the required sideboom and/or crane spacing and lift heights. A minimum allowable
bend radius of 600 times the nominal product pipe diameter should be considered in
the calculation.
7.10.3
The HDD designer shall avoid a compound radius for the break-over section. If a
compound bend is required within the break-over section, the horizontal bending
should be facilitated across different sidebooms and/or cranes, forward of the
sidebooms and/or cranes facilitating vertical bending.
7.10.4
The HDD designer shall include a tangent at the pipe entry location that is at least 5
m (15 ft) in length and in-line with the HDD installation in the break-over geometry to
avoid the product pipe from contacting the bore or casing pipe wall.
7.10.5
When a break-over profile does not have a constant bend radius which results in a
complex stress profile, the HDD designer should perform calculations using structural
finite element software. (e.g., AutoPIPE).
Next Review Date: 2023-Nov-01
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Approval Date: 2019-Oct-24
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Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
7.10.6
The HDD designer shall calculate contact stresses on the pipe wall from roller
cradles, side booms and other lifting points to determine that loading will not damage
the pipe.
7.10.7
The HDD designer shall verify that break-over installation stress from bending and
uniform axial stresses induced in the pipe due to the sideboom and/or crane spacing,
self-weight, bore entry and other loads shall not exceed 80% of SMYS.
7.11
Over-Bend Stress Evaluation
7.11.1
The over-bend stress evaluation may be performed by another design contractor.
7.11.2
Over-bend stress evaluations shall be completed in order to determine the stresses
during in-service design conditions for the elbow or cold bend connecting the mainline
pipeline to the HDD section.
7.11.3
Stress calculations shall be performed in accordance with Company pipeline stress
analysis specification TES-ME-STRPI-GL Pipeline Stress Analysis Specification
(CAN) (Item ID: 1005882376) and the references listed in section 23, as applicable.
7.11.4
Stress calculations shall consider the geometry and soil conditions on the adjoining
pipeline for a length at least equal to the calculated virtual anchor length beyond the
HDD tie-in point.
7.11.5
Calculations shall be performed using structural finite element software (e.g.,
AutoPIPE). The HDD designer or other design Contractor must seek authorization
from the Company for proposed software prior to use for this evaluation.
7.11.6
The software calculated stresses shall be completed and compared to allowable
stress limits provided in the codes and standards reference in section 7.1.4.
7.12
Highway and Railroad Crossing Stress Evaluation
7.12.1
The HDD designer shall complete railroad and highway crossing evaluations in
accordance with the following, as applicable:
•
Transport Canada, TC E-10
•
American Railway Engineering and Maintenance-of-Way Association (AREMA)
Specifications Part 5 Pipeline
•
API Recommended Practice 1102
•
specific railroad owner requirements/specifications
7.12.2
The HDD designer shall use the associated railroad or highway specification for
pipeline occupancy in the evaluation. The more stringent of the specifications shall
govern.
7.12.3
Where possible, the HDD designer shall take the installation details beneath railroad
tracks and highways from AutoCAD renderings. If AutoCAD files are unavailable,
profile elevations shall be interpreted from hard copy renderings that have been
printed to scale.
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
7.13
Ground Surface Settlement Evaluation
7.13.1
If required by the Company, the ground surface settlement evaluation may be
performed by another contractor.
7.13.2
Estimated ground surface settlements should be evaluated for critical crossing
locations including, but not limited to, highway crossings, railroad crossings and
nearby surface structure crossings.
7.13.3
Settlement calculations should be completed using a normal distribution probability
curve approach. If completed, calculation shall be submitted to the Company for
review.
7.13.4
Settlement calculations should consider any allowances for vertical deviations along
the proposed HDD alignment.
7.13.5
Ground surface settlement evaluations should be completed based on the following
conditions:
•
full annular space collapse
•
partial annular space of 75 percent of the annular space
•
partial annular space of 50 percent of the annular space
7.13.6
The HDD designer shall document the ground surface settlement risks for each of the
above considerations (including probability of occurrence) on the risk register for the
crossing. Refer to section 7.14 for further details.
7.14
Risk Characterization
7.14.1
The HDD designer shall complete a formal evaluation and submit an HDD risk
register to the Company.
7.14.2
The HDD risk register shall identify the risk and/or opportunity, probability of
occurrence, consequence of risk and/or opportunity, and proposed mitigation for any
risk.
7.14.3
The HDD designer shall revaluate identified risks as the design matures, additional
information becomes available and as design changes are completed to ensure the
likelihood and potential impacts are not affected.
7.14.4
The HDD risk register shall be a living document and updated through the design and
construction phases of the project.
8
CONSTRUCTION REQUIREMENTS
8.1
Company Responsibilities
8.1.1
The Company shall supply the following, unless otherwise specified in the Agreement:
•
Environmental Protection Plan
•
monitoring and reporting of water quality (turbidity), if applicable
•
product pipe for pullback
•
an engineered crossing design drawing showing the crossing in plan and profile
Next Review Date: 2023-Nov-01
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•
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
geotechnical report
8.2
Environmental Plan
8.2.1
The HDD Construction Contractor shall comply with all environmental requirements
contained in the contract and HDD design drawings, including the Company’s
Environmental Protection Plan.
8.2.2
The HDD Construction Contractor shall implement noise control measures as
mandated by legislative or permit requirements.
8.3
Safety Plan
8.3.1
The HDD Construction Contractor shall include a site-specific safety plan with its sitespecific HDD Execution Plan and shall meet or exceed all legislative and Company
requirements.
8.3.2
Compressed air shall not be used to clear mud and/or liquid lines unless the system is
specifically designed and inspected by a Professional Engineer.
8.4
Workspace and Access Requirement Drawing
8.4.1
The Company shall identify the workspace and access requirements to the HDD
Construction Contractor.
8.5
Drilling Schedule and Planning
8.5.1
The HDD Construction Contractor shall submit a drilling schedule for Company
review.
9
SITE-SPECIFIC HDD EXECUTION PLAN
9.1
General
9.1.1
The HDD Construction Contractor shall submit a site-specific HDD Execution Plan in
accordance with the HDD design drawings.
9.1.2
The site-specific HDD Execution Plan shall outline the procedures to be used in the
completion of drilling, including
•
lifting and pullback plan
•
drilling rig anchoring plan
•
drill pipe inspection plan
•
site-specific contingency plan
•
casing installation and removal plan, including equipment list, centralization
method, seal check procedure, welding procedure, installation, removal methods
•
design drawing and detail use of a casing driving shoe (as applicable)
•
site-specific environmental monitoring plan
•
engineered drilling fluid management plan
•
site-specific safety plan
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
•
the use of drill bit directing and tracking equipment to confirm the drill path while
avoiding the no-drill zone and providing acceptable as-built information
•
list of competent personnel executing the HDD
•
plan workspace requirements for equipment at entry and exit points, and to
layout pipe drag section as provided by the Company in the HDD design
drawings
•
drilling equipment specifications, condition, and integrity
•
a survey cable layout sketch intersect method (if required)
•
pilot hole size, each reaming step size, and final hole size
•
swab or cleaning run assembly details
•
anticipated and maximum penetration rates to maintain for the subsurface
formations
•
chronological drilling, reaming, and pullback plan describing sequence, size and
cutting direction of drilling and reaming passes, expected direction of fluid flow,
and fluid and cuttings handling provisions
•
accommodation requirements
•
plan for site grading and preparation including support mats (or as per the
Agreement)
9.2
Lifting and Pullback Plan
9.2.1
The HDD Construction Contractor shall provide a lifting and pullback plan to the
Company for review 14 days prior to the pullback operation, including:
•
equipment size
•
type
•
spacing
•
lift heights
9.2.2
The lifting equipment shall be capable of withstanding the maximum pullback forces
with a safety factor of 2.0.
9.2.3
The final lifting and pullback plan shall include a list of equipment to be used, with
load support capacity.
9.2.4
Lifting and pullback plan shall be in accordance with the HDD design drawings.
Minimum break-over radius as defined in HDD design drawings shall be adhered to
during pullback.
9.2.5
The HDD Construction Contractor shall submit any deviation from the final lifting and
pullback plan to the Company for review.
Next Review Date: 2023-Nov-01
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Approval Date: 2019-Oct-24
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Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
9.3
Drill Rig Anchoring Plan
9.3.1
The HDD Construction Contractor shall provide a site-specific drill rig anchoring plan,
authenticated by a Professional Engineer, certifying the suitability of the proposed
anchoring system, to be included in the site-specific HDD Execution Plan.
9.3.2
The drill rig anchor shall be sufficient to withstand expected pulling loads, plus a 50
percent safety factor or maximum rig pull capacity, whichever is greater.
9.4
Site-Specific Contingency Plan
9.4.1
The HDD Construction Contractor shall provide a site-specific contingency plan
including a frac-out mitigation and response plan for the Company to review at least
30 days prior to commencement of the work.
9.4.2
The site-specific contingency plan shall address:
•
mitigation of potential detrimental effects of geological formations
•
loss of circulation, high and low annular pressure, and inadvertent drilling fluid
migration and release
•
collecting and cleaning after drilling fluid releases, including detailed descriptions
of all equipment and materials to be used, and an inventory of equipment and
materials to be on site
•
all of the following events:
•
•
•
•
•
•
•
•
•
•
a product pipe becoming stuck
severe damage of coating
severe product pipe damage and/or drill hole collapse during pullback
casing removal difficulties
equipment lost in the hole
steering correction procedure and contingencies for variation from design
site preparation plans, including provisions for spill prevention and
containment
site-specific disposal plan
inventory of equipment and material on site for fluid release
notification, containment, and response mechanisms
9.4.3
The HDD Construction Contractor shall update the site-specific contingency plan as
necessary and submit for the Company’s review.
9.5
Engineered Drilling Fluid Management and Composition Plan
9.5.1
The HDD Construction Contractor shall provide an engineered drilling fluid
management plan for the Company to review at least 30 days prior to commencement
of the work.
9.5.2
The engineered drilling fluid management plan shall include:
•
water volume requirements, including total and maximum daily rate consumed
Next Review Date: 2023-Nov-01
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Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
•
drilling fluid system, including recycling equipment (specify capacity of fluid
system and supporting equipment)
•
model of expected circulating and hydrostatic annular pressure
•
drilling fluid pressure calculations
•
drilling fluid composition, including additives
•
Safety Datasheet (SDS) for both the drilling fluid and additives
•
target drilling fluid properties
•
minimum and maximum fluid viscosities that shall be maintained in sand, silt,
clay, rock, and gravel (if applicable)
•
minimum and maximum fluid densities that shall be maintained in sand, silt,
clay, rock, and gravel (if applicable)
•
proposed maximum percentage of solids to be maintained during the drilling
operation; describe the operation that shall be implemented if the percentage of
solids exceeds the proposed maximum
•
total volume of mixing tank (m3) or (ft3)
•
total volume of cleaning tank (m3) or (ft3)
•
anticipated mud pump volumes (m3/min) or (ft3/min) to maintain on each reaming
pass for clay, sand, silts, rock, and gravel where applicable
•
available volume of water storage on site (minimum 50 m3) or (1,766 ft3)
•
equipment (e.g., pumps, hoses) required to obtain water
•
estimated disposal volumes for solids and liquids
•
drilling fluid and hole cuttings disposal method and location as provided by the
Company
•
sample drilling fluid daily report
9.5.3
The HDD Construction Contractor shall submit SDS for any changes to the drilling
fluid composition or use of additives during construction for Company review.
9.5.4
Any additives not included in the plan will not be allowed on-site or used without prior
Company review.
9.6
Drilling Equipment Specifications, Condition and Integrity
9.6.1
The HDD Construction Contractor shall provide a site-specific drilling equipment list
for the Company to review at least 30 days prior to commencement of the work.
9.6.2
The drilling equipment as stated below shall meet the minimum requirements as
outlined in the HDD design drawings or as prescribed by the Company:
•
type of drilling rig, including push and pull force and rotary torque capabilities
Next Review Date: 2023-Nov-01
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Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
•
pilot survey equipment types and specifications (including accuracy) with sketch
of tracking cable layout
•
type of pilot hole bits (include manufacturer, model, size, and type)
•
type of hole opening tools (include manufacturer, model, size, and type)
•
type of pullback swivels
•
diameter, type, and grade of the drill pipe
•
type of mud motor (if applicable)
•
electronic drilling recorder (EDR) type and functions monitored
•
annular pressure monitoring equipment type and specifications
•
location of survey probe in relation to drill bit
•
location of down-hole annular pressure monitoring in relation to drill bit
•
scalping shakers – quantity and mesh size
•
desander/desilter cones – quantity
•
desander/desilter cleaning ability – m3/min or ft3/min
•
centrifuges – quantity
•
centrifuges cleaning ability – m3/min or ft3/min
•
mud pumps capabilities (entry side): manufacturer, liner size, maximum
pressure, maximum flow rate (m3/min) or (ft3/min) and (m3/stroke) or (ft3/stroke)
•
mud pumps capabilities (exit side): manufacturer, liner size, maximum pressure,
maximum flow rate (m3/min) or (ft3/min) and (m3/stroke) or (ft3/stroke)
•
spare equipment and parts inventory
9.7
Site-Specific Disposal Plan
9.7.1
The HDD Construction Contractor shall include a site-specific disposal plan for drilling
fluid and cuttings for review by the Company.
9.7.2
The plan shall include:
•
description of Contractor’s plans for disposal of drilling fluid and cuttings
•
contact information (e.g., names, addresses, telephone numbers) of
subcontractors performing any portion of the disposal activities
•
anticipated intervals of disposing of the drilling fluid (duration between loads and
volume per load)
•
estimated quantities to be disposed
•
disposal equipment
•
disposal location as provided by the Company
Next Review Date: 2023-Nov-01
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Approval Date: 2019-Oct-24
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Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
9.7.3
The site-specific disposal plan shall be updated when necessary, and submitted to
the Company prior to commencement of work for review.
10
CONSTRUCTION EXECUTION – GENERAL REQUIREMENTS
10.1
Protection of Other Facilities
10.1.1
The HDD or Mainline Construction Contractor shall, prior to commencing the drilling
operation, contact the appropriate utility locating service specific to each site, confirm
and positively locate and stake all existing underground facilities, and modify drilling
practices and down-hole assemblies to prevent damage to underground or
aboveground facilities.
10.1.2
The HDD or Mainline Construction Contractor should expose all existing underground
facilities crossing the drill path.
10.1.3
The HDD or Mainline Construction Contractor shall prevent damage to adjacent
structures or facilities (above or below ground) due to its HDD operation.
10.2
Workspace and Access
10.2.1
The HDD or Mainline Construction Contractor shall review the HDD design drawings
and perform a site visit, as required, to confirm work can be performed in the space
and location provided by the Company and confirm with the Company in writing.
10.2.2
The Company shall mark the boundaries of construction workspace and sensitive
areas.
10.3
Water Sources Used for HDD
10.3.1
The Company shall identify water sources and obtain any required permits for water
withdrawal.
10.3.2
The HDD or Mainline Construction Contractor shall comply with site-specific
environmental plans.
11
CONSTRUCTION EXECUTION – DRILLING OPERATION
11.1
Equipment Standard
11.1.1
The HDD equipment shall meet the requirements of the HDD design drawing.
11.1.2
The HDD rig shall have the capacity of 1.5 times the calculated maximum theoretical
pull force.
11.1.3
The HDD Construction Contactor shall ensure all tanks, piping, portable lines, hoses
and connections are suitable and rated for the service in which they are used.
11.1.4
The HDD Construction Contactor shall ensure all pressure containing tanks, piping,
portable lines, hoses and connections are free of wear or damage prior to
pressurizing.
11.2
Lost or Lodged Tools
11.2.1
The HDD Construction Contractor shall report any tool or other metal object lost or
lodged downhole to the Company.
Next Review Date: 2023-Nov-01
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Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
11.2.2
The HDD Construction Contactor shall fully recover objects and put aside for
Company inspection prior to pipe pullback operation. Failure to recover metal objects
lost or lodged downhole in a reasonable time may result in rejection of the drill hole.
11.3
Inspection of Drill Pipe and Other Tubulars
11.3.1
The HDD Construction Contactor shall use API 5D double white band, of sufficient
size and grade to support the required torsional and longitudinal loads required for the
HDD installation for the work.
11.3.2
For ream sizes 762 mm (30 in.) and greater, 6 5/8 in. or greater drill pipe shall be
used. Consideration should be given to using 7 5/8 in. drill pipe for ream sizes 1067
mm (42 in.) and greater.
11.3.3
A third-party inspector shall inspect and certify downhole tools such as crossover
subs, monels and heavy weight pipe as well as threaded connections on items such
as pullback swivels and reamers after any previous use, prior to project start and
again prior to each subsequent drill. The third-party inspector shall provide inspection
documentation to the Company prior to project start.
11.3.4
The third-party inspector shall inspect and certify drill pipe after any previous use,
prior to project start and again prior to each subsequent drill. The third-party inspector
shall provide inspection documentation to the Company prior to project start.
11.3.5
The HDD Construction Contractor shall develop and implement an intermediate
inspection plan (as part of the HDD Execution Plan) for drill pipe to monitor and
confirm the integrity of the drill pipe being used during drilling.
11.3.6
The inspection plan shall, as a minimum, consist of visual, ultrasonic, thread, and wall
thickness testing in accordance with API 5D and API RP-7G on a specified
percentage of the drill pipe. The HDD Construction Contractor shall submit the results
to the Company in accordance with the Company-reviewed plan
11.3.7
As a minimum, HDD Construction Contractor shall re-inspect all drill pipe, subs, and
bottom hole assemblies after the completion of each 42 inch and larger ream pass
during the HDD installation.
11.3.8
The third-party inspector shall inspect drill pipe and crossover subs (i.e., wobble joint)
on either side of reamer 762 mm (30 in.) and greater prior to re-use. HDD
Construction Contractor shall replace the wobble joints with newly inspected drill pipe.
Previously used wobble joints shall only be re-used after the pipe joints are fully
inspected and certified.
11.4
Electronic Drilling Recorder (EDR)
11.4.1
The HDD Construction Contractor shall supply and operate an Electronic Drilling
Recorder (EDR) for rig size greater than or equal to 100,000 lbs, including
modification of HDD equipment to accommodate the EDR equipment.
11.4.2
The EDR shall continuously and accurately record drill string axial and torsional loads,
drill string rotations per minute, drilling fluid pump rate and discharge pressure, bit
depth, stand pipe drilling fluid pressure, annular pressure, drilling fluid tank volumes,
and instantaneous rate of penetration.
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
UNCONTROLLED IF PRINTED – LATEST CONTROLLED COPY IN FILENET P8
Page 34 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
11.4.3
The EDR shall record each of the above listed parameters on a one-minute basis or
at least every 0.1 m or (4 in.), whichever is more frequent.
11.4.4
The HDD Construction Contractor shall supply the Company with separate access to
these readings (e.g., Pason), as well as provide real-time access to data for on and
off-site viewing.
11.5
Casing Requirements
11.5.1
The HDD or Mainline Construction Contractor shall be responsible for installing
casing pipe (if required) to facilitate the drill.
11.5.2
If the casing length specified in the drawings cannot be installed in one section, the
HDD or Mainline Construction Contractor shall telescope the casing to reach the final
length by installing the required diameter casing within a larger initial casing as far as
practical.
11.5.3
The HDD or Mainline Construction Contractor shall provide a welded casing
procedure in accordance with CSA Z662 and/or other industry-applicable
specifications for the Company’s review (NDE may be required by the Company).
11.5.4
The HDD or Mainline Construction Contractor shall ensure all welds required for
casing pipe are sufficient to resist the loads necessary to install the casing prior to
pilot bore drilling and full removal following completion of drilling operations.
11.5.5
The HDD or Mainline Construction Contractor shall install a centralizer casing within
the specified casing to allow the pilot hole to exit the casing coaxially to the
longitudinal axis of the specified casing.
11.5.6
The HDD or Mainline Construction Contractor shall install an engineered reinforcing
shoe to achieve a minimum of double the casing’s wall thickness for at least the first 1
m (39 in.) of the leading edge of each casing diameter.
11.5.7
The HDD or Mainline Construction Contractor should not conduct auguring within 5 m
(16 ft) of the casing’s leading end (if it is submerged in the water table) to reduce the
risk of subsidence.
11.5.8
The HDD or Mainline Construction Contractor should keep the casing full of water or
drilling fluid to an elevation of 1 m (39 in.) higher than the water table to balance the
hydrostatic pressure and reduce the risk of subsidence.
11.5.9
After installing the casing to the final depth, the HDD or Mainline Construction
Contractor shall fill the casing with water or drilling fluid, and the resulting conditions
monitored to ensure a seal exists between the casing and sub-surface materials.
11.5.10
If the casing does not seal, the HDD or Mainline Construction Contractor shall
hammer additional casing until the fluid level in the casing does not drop (to prevent
fluid migration from the borehole).
11.5.11
The HDD Construction Contractor shall install the casing in accordance with HDD
design drawings.
11.5.12
Casing material shall be steel, free of cracks and free of deformations greater than
two percent of the casing diameter.
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
UNCONTROLLED IF PRINTED – LATEST CONTROLLED COPY IN FILENET P8
Page 35 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
11.5.13
Casing material shall meet ASTM A139 Grade B equivalent or better.
11.5.14
Spiral weld pipe shall not be used as a casing material.
11.5.15
The HDD Construction Contractor shall provide the procedure to follow to ensure free
passage of drill bits, reamer assemblies, and pull head assembly through the casing
pipe’s leading edge, where the pipe is pulled into the casing.
11.5.16
The HDD Construction Contractor shall give consideration to the upward or downward
cutting of the tooling in the vicinity of the casing pipe’s leading edge to avoid snagging
the leading-edge during assembly passage.
11.5.17
Upon completion of the HDD, the HDD or Mainline Construction Contractor shall
completely remove the casing.
11.5.18
Any casing which fails to meet the requirements of this Standard shall be removed
and replaced by a new casing that meets all requirements.
11.6
Radio Communication and Access to Instruments
11.6.1
The Company shall have access inside the drill cab, separation plant and to all
instruments and their readings at all times.
11.6.2
The HDD Construction Contractor shall provide a two-way radio and the frequencies
used on-site to the Company prior to commencement of drilling operation.
11.7
Reporting of Drilling Status
11.7.1
The HDD Construction Contractor shall submit daily drilling status reports (on
Company-approved forms) to the Company at end of each work shift.
11.7.2
The daily reports shall include the following information:
•
supervisor on site, crew members on site, shifts, and time worked
•
description of the work, tools in use, meterage completed
•
daily total of drilling fluid components used, and total quantities used to date
•
loss of drilling fluid circulation and time of occurrence
•
quantity of drilling fluid lost or released and status of the clean-up, as applicable
•
deviations between the recorded position of the drill string and the HDD design
drawings and/or radius violations shall be documented and immediately brought
to the attention of the Company.
•
maximum torque and thrust values on each pilot or reaming joint
•
reasoning for any excessive torque or thrust or pullback values beyond normal
operating conditions
•
penetration rates for each pilot or reaming joint
•
copy of directional survey report, data verification report and report from survey
tracking, including calculated one and three joint radii (e.g., ParaTrack or
equivalent system) during pilot and reaming operations
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
UNCONTROLLED IF PRINTED – LATEST CONTROLLED COPY IN FILENET P8
Page 36 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
•
calculated three-dimensional coordinates, measured depth, inclination
measurement, azimuth measurement, type of survey (down-hole tool or surface
tracking), and the corresponding measured drilled radius for each survey point
during pilot and reaming operations. These items shall be listed by the
measured distance along the drilled path at each survey point.
•
annular pressure recorded for each joint drilled (i.e., minimum, maximum, and
average)
•
annular pressure in electronic format (e.g., excel chart)
•
volumes added to the drilling fluid system
•
drilling fluid system updates
11.7.3
The HDD Construction Contractor shall report data in a format suitable for
independent calculation of the pilot hole profile. The Company reserves the right to
request this information at any time or during any shift.
11.7.4
The HDD Construction Contractor shall provide continuous and open access to the
Company for all drilling operations, plans and data.
12
CONSTRUCTION EXECUTION – DRILLING FLUID SYSTEM
12.1
Instrumentation
12.1.1
The HDD Construction Contractor shall locate the downhole annular pressure
monitoring equipment as close to the drill bit as possible.
12.1.2
The Company shall have access to these instruments and their readings at all times.
12.2
Drilling Fluid Pressure and Circulation
12.2.1
The HDD Construction Contractor shall maintain annular pressure within the zone of
operation in accordance with the HDD design drawings.
12.2.2
The HDD Construction Contractor shall take immediate steps to restore full circulation
if annular circulation is lost.
12.3
Drilling Fluid Containment Management
12.3.1
The HDD Construction Contractor shall provide adequate containment wherever rigs
are located.
12.3.2
The containment shall be of sufficient size to contain all drilling fluids resulting from
the drilling operation.
12.3.3
The HDD Construction Contractor shall remove all fluid and solids upon completion,
and dispose of the fluids and solids at Company-approved disposal sites.
12.3.4
All containment shall comply with project-specific EPP.
12.3.5
The HDD Construction Contractor shall not discharge water, drilling fluid or cuttings
into any watercourse or area surrounding the drilling sites unless at a Companyapproved disposal location.
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
UNCONTROLLED IF PRINTED – LATEST CONTROLLED COPY IN FILENET P8
Page 37 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
13
CONSTRUCTION EXECUTION – DRILLING FLUID COMPOSITION
13.1
Drilling Fluid Properties
13.1.1
Any drilling fluid and additives not included in the site-specific HDD Execution Plan
shall not be allowed on-site without prior approval from the Company.
13.1.2
The HDD Construction Contractor shall stay within the threshold limits for each
additive on the approved list. Refer to project-specific EPP.
13.1.3
The HDD Construction Contractor shall use clean mud for circulation and return mud
shall be maintained to a weight of no greater than 1,200 kg/m3 (74.9 lbs/ft3) and a
funnel viscosity within a range of 70 to 110 s/l (seconds per litre) (66 to 104 s/qt
[seconds per quart]). Each mud cleaning component shall be capable of cleaning mud
to the weight and viscosity required to match the full mud pump capacity.
13.1.4
The HDD Construction Contractor shall submit, at least 72 hours in advance, a Safety
Data Sheet (SDS) for any changes to the drilling fluid properties or use of additives
during construction, for Company approval.
13.2
Reporting of Drilling Fluid Properties
13.2.1
The HDD Construction Contractor shall check and record drilling fluid properties in
accordance with the latest edition of API RP 13B-1 Recommended Practice for Field
Testing Water-based Drilling Fluids.
13.2.2
The HDD Construction Contractor shall record the test results for clean and return
mud every four (4) hours (minimum) in the drilling fluid report.
13.2.3
The HDD Construction Contractor shall submit a copy of the drilling fluid report to the
Company at the end of each shift.
13.2.4
The drilling fluid report should include the following:
13.2.5
•
drilling fluid density or weight, at both the intake to the drilling fluid cleaning
system and in the suction pit, for the drilling fluid pump
•
viscosity, including apparent viscosity, plastic viscosity, and yield point
•
funnel viscosity, using a marsh funnel
•
solids and sand content
•
chemical quality of make-up water and drilling fluid (e.g., pH, chlorides,
hardness, sodium)
•
a detailed log of tank volumes and water make-up volumes
The HDD Construction Contractor shall collect a sample (minimum of 500 g [1 lb]) of
the pilot hole drill cuttings for every joint of drilled pipe for further laboratory analysis if
deemed necessary by the Company. The sample shall be clearly marked with
measured depth, date and time and be submitted to the Company.
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
UNCONTROLLED IF PRINTED – LATEST CONTROLLED COPY IN FILENET P8
Page 38 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
14
CONSTRUCTION EXECUTION – DISPOSAL OF DRILLING FLUID AND
CUTTINGS
14.1
General
14.1.1
The Company may supply a disposal location and disposal permit for approved
drilling fluid and cuttings.
14.2
Disposal Reporting
14.2.1
The HDD Construction Contractor shall submit daily disposal reports to the Company.
14.2.2
The reports should include the following:
•
certification of disposal equipment cleaned and un-contaminated prior to use
•
lab sample results in accordance with disposal permit
•
the quantity of drilling fluid and cuttings hauled from drill sites
•
a bill of lading or trip ticket for each truck load
15
CONSTRUCTION EXECUTION – DRILLING FLUID MIGRATION, PREVENTION,
AND RESPONSE
15.1
General
15.1.1
The Company may designate certain facilities (e.g., highways or sensitive natural
areas) for the HDD Construction Contractor to monitor full-time during drilling
operation.
15.1.2
The spill containment and collection equipment shall be capable of containing and
collecting a typical release of drilling fluids to the ground surface, wetlands, or water
bodies.
15.1.3
The HDD Construction Contractor shall immediately cease drilling and notify the
Company upon detection of reduced drilling fluid returns, drilling fluid and/or mud
release to the ground surface or water body, or detection of drilling fluid and/or mud
migration under pavement, foundation, utilities or other structure. Operations shall not
resume without the Company’s approval.
15.1.4
The HDD Construction Contractor shall clean all areas affected by drilling fluid
migration and restore to requirements of regulatory agencies having jurisdiction, and
to the original condition.
15.2
Minimum Pump Pressure
15.2.1
The HDD Construction Contractor shall maintain drilling fluid pump pressure at the
minimum necessary to maintain good circulation and to keep the borehole clear of
cutting.
15.2.2
In the event a reduction in circulation is observed, and at the discretion of the on-site
drill technician, adjustments to drilling fluid properties (e.g., density, viscosity), rate of
drill head advance, and reaming diameter should be considered before pump
pressure is increased.
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
UNCONTROLLED IF PRINTED – LATEST CONTROLLED COPY IN FILENET P8
Page 39 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
15.2.3
If mud circulation is lost, the HDD Construction Contractor must complete a frac-out
walk, and attempt to seal the zone in question with loss circulation material. If loss
circulation material (LCM) does not allow for circulation to be restored, then additional
attempts to restore circulation shall be made. If these methods were not already
outlined in the Contractor’s execution plan, they must be reviewed by the Company
prior to implementation.
15.2.4
The HDD Construction Contractor shall not proceed with drilling without restoring full
circulation.
15.3
Safe Drilling Practices
15.3.1
The HDD Construction Contractor shall maintain operations within those specified in
the HDD design drawings provided by the Company and outlined in the HDD
Construction Contractor’s execution plan.
15.4
Ground Surface Monitoring
15.4.1
Monitoring shall be in accordance with this Standard, crossing agreements, regulatory
agencies having jurisdiction, and site-specific environmental plans.
15.4.2
The HDD Construction Contractor shall monitor the ground surface, facilities and
other sensitive areas within 150 m (490 ft) on either side of the drill path for drilling
fluid migration.
15.4.3
The HDD Construction Contractor shall perform an inspection every four (4) hours (as
site conditions permit) or more often if fluid migration is detected.
15.4.4
The HDD Construction Contractor shall perform continuous surface inspection until
the drill is completed or full drilling fluid returns are restored.
15.5
Water Quality Monitoring
15.5.1
The HDD Construction Contractor shall provide personnel to monitor for observable
fluid migration conditions in water bodies as required by the Company during drilling
activities.
15.5.2
If drilling fluid migration is suspected (based on fluid returns and tank volume), the
HDD Construction Contractor shall perform continuous water quality monitoring.
Monitoring shall continue until the location of the suspected drilling fluid migration is
found, the drill is completed, or measures to remedy the drilling fluid migration are
successful.
15.5.3
Company environmental inspections should occur at least once every four (4) hours
while pumping, and for 24 hours after pumping is terminated, or as indicated in
project-specific EPP. Monitoring on ice or in water or wetlands shall be discontinued
when conditions render the activity unsafe.
15.6
Reporting of Drilling Fluid Migration
15.6.1
The HDD Construction Contractor shall submit a daily report of the quantity of drilling
fluid released, location and clean up activity.
15.6.2
The daily drilling fluid migration report shall include:
•
time and quantity of drilling fluid migration
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
UNCONTROLLED IF PRINTED – LATEST CONTROLLED COPY IN FILENET P8
Page 40 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
•
circulating pressure
•
fluid mixture composition
•
fluid viscosity
•
location and depth of the drill head
•
rate of drill advance
•
location of the release
•
cleanup activities
•
photographs of release and cleanup
Publish Date: 2019-Nov-01
15.7
Notification and Response
15.7.1
Upon first indication of a potential drilling fluid migration, the HDD Construction
Contractor shall stop the drilling fluid pump, continue rotation of the drill string, and
pullback the drill head in an attempt to stop or substantially reduce the rate of fluid
loss.
15.7.2
Upon first indication of a suspected drilling fluid migration, the HDD Construction
Contractor shall immediately notify the Company.
15.7.3
Once a drilling fluid migration is visually confirmed, the Company shall coordinate the
notification to the appropriate regulatory agencies and the landowners.
15.8
Surface Containment and Removal
15.8.1
The HDD Construction Contractor shall determine the appropriate containment
equipment and materials to use.
15.8.2
The Company shall obtain the landowner’s permission prior to accessing any sites for
fluid containment and removal operations, except in an emergency where inaction
would pose an imminent threat to human health, sensitive environment or property.
15.9
In-Stream Containment and Removal
15.9.1
Prior to commencing any HDD, the HDD Construction Contractor shall ensure
appropriate equipment is available at each HDD location to contain and recover
drilling fluid flow from the release sites.
15.9.2
No containment or recovery activities shall be allowed in water bodies or wetlands
without regulatory agency approval. If this cannot be achieved, the HDD drill shall be
suspended until appropriate approvals are obtained.
16
CONSTRUCTION EXECUTION – PILOT HOLE DRILLING, TRACKING, AND
SURVEYING
16.1
General
16.1.1
The HDD Construction Contractor shall drill the pilot hole along the path shown on the
HDD design drawings.
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
UNCONTROLLED IF PRINTED – LATEST CONTROLLED COPY IN FILENET P8
Page 41 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
16.1.2
The HDD Construction Contractor shall perform a profile survey of the proposed
crossing location to verify the Company-supplied HDD design drawings.
16.1.3
The survey shall include the location of the drill entry point, the angle of the hole to be
drilled and the drill exit location in accordance with the HDD design drawings. If the
HDD Construction Contractor detects any discrepancies, it shall notify the Company.
16.1.4
The HDD Construction Contractor shall monitor the drill string position using downhole survey instruments and verify the position with surface location equipment (e.g.,
ParaTrack, TruTracker, Gyro or equivalent).
16.1.5
The HDD Construction Contractor should provide the Company with the as-built
surface coil position with an accuracy of +/- 0.15 m (6 in.) and submit the coordinates.
16.1.6
The HDD Construction Contractor shall compute the position in the X, Y and Z-axis
relative to ground surface from downhole survey data a minimum of once per length
of each drill pipe.
16.1.7
The HDD Construction Contractor shall use surface tracking equipment wherever
possible to supplement the downhole survey tools. The surface tracking equipment
should be installed all along the crossing, where possible, or for at least 150 m (490
ft) on both entry and exit sides.
16.1.8
Upon exit of the pilot hole, the HDD Construction Contractor shall take the final survey
at the ground elevation.
16.1.9
In the case of a pilot hole intersect drill, the HDD Construction Contractor shall survey
the entire drilled hole after the intersect from one side of the crossing to the other in a
continuous run using only one steering tool to calculate the final pilot hole survey and
drilled radii.
16.1.10
The HDD Construction Contractor shall complete a four-point roll test of the steering
tool, and calibrate the annular pressure monitoring tool in accordance with
manufacturer’s recommendation on surface, prior to installing the steering tool into
the bottom hole assembly.
16.1.11
Calibration data shall be provided to Company prior to start of pilot hole drilling.
16.1.12
Should the steering tool require replacement during the drill, the four-point roll test
and calibration shall be performed in accordance with 16.1.9 and 16.1.11.
16.2
Entry/Exit Angle, Horizontal Alignment and Depth
16.2.1
Pilot hole drills shall follow the path shown on the HDD design drawings within the
tolerances shown in Table 16-1.
Table 16-1: Tolerance for the Pilot Hole Drill
Item
Tolerance
Pilot hole entry angle
Increase angle up to 1° (steeper), but no decrease in angle allowed.
Pilot hole entry location
As staked by Company. No changes without Company approval.
Pilot hole exit angle
Decrease angle up to 1° (flatter), increase angle up to 1° (steeper) in exit angle allowed.
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
UNCONTROLLED IF PRINTED – LATEST CONTROLLED COPY IN FILENET P8
Page 42 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
Item
Tolerance
Pilot hole exit location
Up to 5 m (16 ft) longer or 3 m (10 ft) shorter than exit stake.
Pilot hole depth
Up to 2 m (7 ft) in pipe design depth (shallower) allowed. Up to 3 m (10 ft) increase in
pipe design depth (deeper) allowed. Under no circumstances shall the HDD Construction
Contractor drill within the no-drill zone established for the specific crossing as shown on
the HDD design drawings.
Pilot hole alignment
Between 2 m left and 2 m (7 ft) right of the Company survey centerline but not within one
2 m (7 ft) of the right-of-way boundary.
16.2.2
The Company shall locate and stake preliminary entry and exit points on the ground
as shown on HDD design drawings using traditional survey methods.
16.2.3
If site grading is required at entry or exit points, the Company shall locate and stake
the coordinates for entry or exit points upon completing of grading.
16.2.4
The HDD Construction Contractor shall measure the three-dimensional coordinates of
two known reference points in the Contractor’s local coordinate system established
for tracking the crossing.
16.2.5
One reference point shall be established at each HDD entry and exit staging areas in
a location that is protected from movement of equipment and the influence of drilling
operations.
16.2.6
The reference points shall be chosen by the Company or a surveyor designated by
the Company.
16.3
Pilot Hole Drill Radius
16.3.1
The minimum allowable single joint steering radius shall be at least equal to or greater
than the minimum bending radius provided on the HDD design drawings. The
specified minimum single joint steering radius refers to the resulting drilled bend
radius from the combined effects of steering in both the vertical and horizontal planes.
16.3.2
Calculations of the minimum drilled single and three joint steering radii shall be
completed by the HDD Construction Contractor in accordance with this Standard.
16.3.3
Where a compound curve (i.e., where steering simultaneously occurs in the vertical
and horizontal planes) is drilled, the minimum drilled steering radius of each
component shall be used to calculate the combined compound curve drill radius.
16.3.4
The pilot hole shall be drilled at a radius in accordance with the HDD design
drawings, for consecutive one and three-joint steering radii (moving average).
16.3.5
For steering solely within either the vertical or horizontal plane, the HDD Construction
Contractor shall calculate the drilled steering radius over all consecutive one (1) and
three (3) joint segments using the following:
RV or RH = (Ldrilled/Aavg) * (360 / 2π)
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
UNCONTROLLED IF PRINTED – LATEST CONTROLLED COPY IN FILENET P8
Page 43 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Where:
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
RV = average drilled radius over Ldrilled in the vertical plane in meters
RH = average drilled radius over Ldrilled in the horizontal plane in meters
Ldrilled = length drilled over one (1) or three (3) joints of drill pipe (either 10
m (30 ft) or 30 m (100 ft) approximately)
Aavg = total change in inclination (for RV) or azimuth (for RH) over Ldrilled
The total change in angle (Aavg) shall be computed using the Minimum Curvature
Method.
16.3.6
For steering along a compound curve, where steering occurs simultaneously
(concurrently) within the vertical and horizontal planes, the HDD Construction
Contractor shall calculate the combined compound curve drilled radius over any one
and three joint segments using the following formula:
Where:
𝑅𝑅𝑉𝑉2 𝑅𝑅𝐻𝐻2
𝑅𝑅𝐶𝐶 = � 2
𝑅𝑅𝑉𝑉 + 𝑅𝑅𝐻𝐻2
RC = combined compound curve drilled radius over Ldrilled
RV = drilled vertical radius over Ldrilled as calculated above
RH = drilled horizontal radius over Ldrilled as calculated above
16.3.7
For compound curve pilot bores, the minimum allowable steering radius refers to the
resulting drilled compound curve drilled radius from steering inputs from each plane
concurrently. The resulting compound curve drilled radius shall be equal to or higher
than the minimum allowable steering radii stated on the HDD design drawings.
16.3.8
Under no circumstances shall the stated minimum allowable steering radius be used
to compare individual vertical and/or horizontal drilled radii separately where a
compound curve is drilled.
16.4
Pilot Hole Drill Corrections
16.4.1
The HDD Construction Contractor shall notify the Company of any pilot hole failing to
meet the HDD design drawings.
16.4.2
The HDD Construction Contractor shall re-drill or pullback and correct the pilot hole
and provide documentation confirming the pilot hole is in accordance with HDD
design drawings.
17
CONSTRUCTION EXECUTION – HOLE REAMING
17.1
General
17.1.1
HDD installation of NPS 36 and above should use one (1) rig at entry location and
one (1) rig at exit location to aid with reaming and drilling fluid handling.
17.1.2
The HDD Construction Contractor shall determine the type and size of reamers as
well as the number of passes according to the formation being drilled and the
limitations of the HDD Construction Contractor’s equipment.
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
17.1.3
The HDD Construction Contractor shall incorporate a stabilizer into the bottom hole
reaming assembly for all reaming passes equal to or greater than 1,067 mm (42 in.).
The HDD Contractor’s execution plan shall include all bottom hole assembly details.
17.1.4
The HDD Construction Contractor should “trip” back to surface and clean the ream
hole as follows:
•
every 30 joints
•
when drilling fluid returns slow down from full return
17.1.5
Pushing on drill pipe shall not be allowed during reaming. The HDD Construction
Contractor shall minimize cyclic stresses induced in the drill string throughout the
course of drilling to minimize overstressing of drill pipe and fatigue.
17.1.6
The minimum final ream size shall be 1.5 times the product pipe outside diameter for
pipelines equal to or less than NPS 20 and 300 mm (12 in.) larger than the product
pipe outside diameter for pipelines greater than NPS 20.
17.1.7
The HDD Construction Contractor shall not increase the reamed diameter by more
than 300 mm (12 in.) increments for reamers greater than or equal to 762 mm (30 in.)
or as approved by the Company.
17.1.8
Upon the completion of the last reaming pass, the HDD Construction Contractor shall
make at least one (1) cleaning (wiper) pass to remove excess cuttings from the
previously reamed hole to ensure a clean reamed hole.
17.1.9
The HDD Construction Contractor shall keep the reamed hole clean and in good
condition for pipe installation until the pullback operation starts.
17.1.10
The HDD Construction Contractor shall meet with the Company and review reaming
and cleaning pass data before product pipe pullback begins.
18
CONSTRUCTION EXECUTION – PIPE FABRICATION AND TESTING PRIOR TO
PULLBACK
18.1
Welding
18.1.1
The HDD or Mainline Construction Contractor shall conduct all welding and nondestructive testing in accordance with the Company specifications:
•
TES-WELD-PL Welding of Pipelines and Tie-Ins Specification (CDN) (Item ID:
003670960)
•
TES-WL-APIWL-GL Welding of Pipelines and Facilities Specification (US-MEX)
(Item ID: 1001828218)
•
TES-NDT-RT Radiographic Examination of Welds Specification (CDN) (Item ID:
003671368)
•
TES-RT-API Radiographic Examination of Welds Specification (US-MEX) (Item
ID: 004472888)
•
TES-NDT-UT Ultrasonic Examination of Girth Welds Specification (CDN) (Item
ID: 1001829033)
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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Page 45 of 60
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TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
•
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
TES-UT-API Ultrasonic Examination of Girth Welds Specification (US-MEX)
(Item ID: 1001828660)
18.2
Pipe and Coatings
18.2.1
External coating shall be inspected in accordance with the Company specification
TES-CO-EPU-GL Field-Applied External Liquid Coating Systems for Steel Pipe
Specification (CAN-US-MEX) (Item ID: 003671710) with an approved electrical
holiday detector during fabrication, after field joints are coated, and immediately prior
to pipe being pulled into the drill hole.
18.2.2
The HDD Construction Contractor or Mainline Construction Contractor shall comply
with Company specification TES-CO-EPU-GL Field-Applied External Liquid Coating
Systems for Steel Pipe Specification (CAN-US-MEX) (Item ID: 003671710) for
surface preparation, applying field joint coating, and all pipe coating repairs.
18.2.3
The HDD Construction Contractor or Mainline Construction Contractor shall coat all
girth welds in accordance with the Company specification TES-CO-EPU-GL FieldApplied External Liquid Coating Systems for Steel Pipe Specification (CAN-US-MEX)
(Item ID: 003671710) after completing the pre-testing of the fabricated pipe.
18.3
Pre-Pullback Hydrostatic Testing
18.3.1
The HDD or Mainline Construction Contractor shall conduct a one-hour pre-test on all
pipe segments used for the pullback sections. Refer to TES-PRES Pipeline and
Facility Piping Pressure Testing Specification (CDN) (Item ID: 1001810638) and TEPPRES Pipeline and Facility Piping Pressure Testing Procedure (Item ID: 1001810622)
for Canadian pre-testing requirements and TEN-ME-PRES-GL Pressure Testing
Standard (US-MEX) (Item ID: 1003107276), TES-ME-PRES-GL Pressure Testing
Specification (Item ID: 1003107294) and TEP-ME-PRES-GL Pressure Testing
Procedure (US-MEX) (Item ID: 1003107361) for the U.S. and Mexico pre-testing
requirements.
18.3.2
The water source and disposal location for the hydrostatic test shall be at Companyapproved locations.
18.3.3
Pipe may be hydrotested on skids or rollers, provided the HDD or Mainline
Construction Contractor performs the test in accordance with the following
requirements:
18.3.3.1 Girth welds shall not be coated prior to hydrostatic pretesting.
18.3.3.2 The test medium shall be water.
18.3.3.3 The minimum and maximum test pressures shall be as shown on the HDD design
drawings.
18.3.3.4 The maximum support spacing shall be in accordance with criteria specified in TESME-STRPI-GL Pipeline Stress Analysis Specification (CAN) (Item ID: 1005882376),
TES-ME-STRPA-GL Pipe Stress Engineering Analysis and Design of Pipeline
Assemblies Specification (CAN-US-MEX) (Item ID: 007808806) and the references
listed in section 23, as applicable.
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
18.3.3.5 Each support shall have a weight capacity sufficient to support the water-filled pipe
with an appropriate safety factor.
18.3.3.6 Supports shall be arranged so they are loaded approximately equally.
18.3.3.7 Supports located in low areas shall be raised to keep the drill section as straight as
possible.
18.3.3.8 Supports shall closely conform to the shape of the pipe (e.g., rollers, chocks,
notched out timber).
18.3.4
The Company shall take samples during fill and dewatering operations.
18.3.5
The HDD or Mainline Construction Contractor Construction Contractor may install pull
heads and associated equipment after dewatering and prior to pressuring with air.
18.3.6
If the prefabricated pipe is ready more than six (6) weeks prior to pullback, the HDD
or Mainline Construction Contractor should pressure the pullback section with 350
kPa (50 psig) of air or nitrogen and monitor this pressure daily until the section is
ready for pullback.
19
CONSTRUCTION EXECUTION – PIPE PULLBACK
19.1
General
19.1.1
The HDD Construction Contractor should begin pullback operation during daylight
hours.
19.1.2
During pullback the pipe shall be supported on rollers. All lifting and support
equipment shall be capable of withstanding the maximum exerted forces with a safety
factor of 2.0.
19.1.3
All rollers shall be in good mechanical and physical condition and shall be located in
accordance with HDD design drawings and lifting and pullback plan sufficient to
support the pipe. The Company shall have the right to stop work if insufficient or
inadequate rollers are used.
19.1.4
Maximum pullback load on the product pipe shall be in accordance with the HDD
design drawings.
19.1.5
Pulling force exerted on the product pipe during pullback shall not exceed the
maximum working strength of the weakest pulling assembly component and drill pipe.
19.1.6
During pipe pullback, the HDD Construction Contractor shall circulate drilling fluid at
sufficient rate to remove excess cuttings from the drilled hole. The HDD Construction
Contractor shall have sufficient equipment and storage on-site to manage excess fluid
displaced by the pullback section.
19.1.7
The HDD Construction Contractor shall monitor and record the minimum, maximum
and average pullback forces for each joint of drill pipe pulled during the pullback
operation.
19.1.8
Recorded forces shall be compared to the expected pullback forces to monitor the
reamed hole condition and effectiveness of the buoyancy control (if buoyancy control
has been implemented).
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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Page 47 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
19.1.9
The HDD Construction Contractor shall use a pullback swivel assembly to connect
the pull section to the drill string to minimize torsional stress imposed on the pull
section.
19.1.10
The pipe pulling swivel assembly and pipe pulling head shall be rated at a working
load equivalent to 1.5 times the rig pullback capacity by the manufacturer or a
professional engineer. A copy of this certification and inspection reports (e.g., visual,
magnetic particle, radiographic) shall be provided to the Company prior to project
start.
19.1.11
The HDD Construction Contractor shall install the pipeline in one continuous string
with no intermediate welds, unless otherwise indicated in the HDD design drawings.
19.1.12
The HDD Construction Contractor shall begin the pullback operation immediately
(within 8 hours) after the final cleaning pass has been completed. Once the
Contractor begins pullback operations, installation shall not cease until pullback
operations are completed.
19.1.13
The HDD Construction Contractor shall not use any hammering or ramming device to
aid in the installation of the product pipe.
19.1.14
The HDD Construction Contractor shall modify buoyancy as required and/or when
conditions dictate. A buoyancy control plan shall be part of the HDD Construction
Contractor’s site-specific HDD Execution Plan.
19.1.15
During the pullback operation, the HDD Construction Contractor shall monitor roller
operation and shall use side booms or cranes if required to assist movement of the
pipe. Situations that cause coating damage shall be corrected immediately.
19.1.16
Holiday detection shall be performed continuously during pullback operation.
19.1.17
The HDD or Mainline Construction Contractor shall repair coating damage in
accordance with Company specification TES-CO-EPU-GL Field-Applied External
Liquid Coating Systems for Steel Pipe Specification (CAN-US-MEX) (Item ID:
003671710) before pullback operations resume.
19.1.18
If the pipe becomes lodged in the drilled hole during pullback and cannot be
recovered, the HDD Construction Contractor shall seal the pipe and existing drilled
hole, as specified by the Company. This shall include grouting or cementing of the
drilled hole and pipe as specified by the Company.
19.2
Acceptance of Installation
19.2.1
The HDD Construction Contractor shall pull the product pipe out of the drilled hole at
the pipe exit side at least 6 m (20 ft) to allow for visual inspection of potential coating
or pipe damage.
19.2.2
If damage is evident to the coating or pipe, the HDD Construction Contractor may be
required to pull additional length of pipe as required by the Company to adequately
assess the conditions and determine the acceptance.
19.2.3
The pipe coating shall be inspected and be in accordance with the applicable
Company specifications:
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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Page 48 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
•
TES-COAT-EP External Polyethylene Coating for Steel Pipe (CDN-US-MEX)
(Item ID: 003678529)
•
TES-COAT-HPPC High Performance Powder Coating (CDN-US-MEX) (Item ID:
003845380)
•
TES-CO-FBE-GL External Fusion Bond Epoxy for Steel Pipe Specification
(CAN-US-MEX) (Item ID: 003670892)
•
TES-CO-EPU-GL Field-Applied External Liquid Coating Systems for Steel Pipe
Specification (CAN-US-MEX) (Item ID: 003671710)
•
TEN-CP-SURVY-GL Corrosion Prevention Survey Standard (CAN-US-MEX)
(Item ID: 1003456006)
19.2.4
The HDD Construction Contractor shall run a gauging pig, or equivalent tool, to
ensure that the pipe has no buckles, wrinkles, gouges, dents or internal restrictions.
Pipe dents and ovality shall meet the criteria as mentioned in TES-CT-GEN-L Pipeline
Construction Specification (US) (Item ID: 005408266), TES-CT-GEN-GL Pipeline
Construction Specification (CAN) (Item ID: 003745282), TES-CT-GEN-G Pipeline
Construction Specification (US-MEX) (Item ID: 1013154643)
19.2.5
The Mainline Construction Contractor shall conduct a hydrostatic test on the HDD
installed pipe together with the mainline pipe. Refer to TES-PRES Pipeline and
Facility Piping Pressure Testing Specification (CDN) (Item ID: 1001810638) and TEPPRES Pipeline and Facility Piping Pressure Testing Procedure (Item ID: 1001810622)
for Canadian testing requirements and TEN-ME-PRES-GL Pressure Testing Standard
(US-MEX) (Item ID: 1003107276), TES-ME-PRES-GL Pressure Testing Specification
(Item ID: 1003107294) and TEP-ME-PRES-GL Pressure Testing Procedure (Item ID:
1003107361) for the U.S. and Mexico testing requirements.
19.2.6
The Company shall review the drill profile survey information, hydrostatic test data,
gauging pig run data, internal pipeline inspection report, coating tests and any
material inspection data to determine the acceptability of installed HDD crossing.
19.3
Preparation of Final Tie-In
19.3.1
The HDD Construction Contractor should nitrogen purge and 100 kPa (15 psig)
pack/fill the pipeline if the HDD crossing is installed in advance (six (6) weeks or
more) of the tie-ins to the pipeline to eliminate the possibility of internal corrosion.
19.3.2
The HDD crossing pipe ends shall be installed at a depth and angle suitable for final
tie-in to the proposed and/or existing pipeline. Final tie-in piping shall have
appropriate support (as applicable) during construction and prior to backfill.
19.3.3
The HDD or Mainline Construction Contractor shall install weld caps or seal welded
plates with vents on the crossing pipe ends if tie-ins to the pipeline are delayed.
Buried pipe ends shall be marked for future tie-in by the HDD or Mainline
Construction Contractor.
19.4
Final Reporting
19.4.1
The HDD Construction Contractor shall provide the Company with the complete
directional survey report (e.g., ParaTrack, TruTracker or equivalent) made during the
Next Review Date: 2023-Nov-01
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Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
drilling operation and an as-built plan and profile drawing showing the X, Y, and Z
coordinates of the pipeline’s final location.
19.4.2
The maximum spacing between coordinate points shall be every joint of drill pipe
(approximately 10 m [30 ft]).
19.4.3
The HDD Construction Contractor shall furnish the as-built drawing within five (5)
days after the pilot hole is complete.
20
CONSTRUCTION EXECUTION – SITE CLEAN UP AND RESTORATION
20.1
Grouting and Sealing of Abandoned Holes
20.1.1
The HDD or Mainline Construction Contractor shall meet all regulatory requirements,
and project- specific EPP requirements for any abandoned hole drilled or abandoned
pipe.
20.1.2
The HDD or Mainline Construction Contractor shall fill and seal the abandoned hole
drilled (excluding the top 2 m [7 ft]) with cemented grout.
20.1.3
The HDD Construction Contractor shall place compacted soil in the top 2 m (7 ft) of
the hole. The Contractor shall comply with direction provided by the Company if the
Company requires more extensive grouting up to and including grouting of entire
abandoned drilled hole to prevent ground subsidence, frac-out of adjacent HDD
paths.
20.1.4
The HDD Construction Contractor shall submit a grouting plan (including grouting
mix) for Company review.
20.2
Site Restoration
20.2.1
The HDD or Mainline Construction Contractor shall perform final clean up and restore
all work areas to the satisfaction of the Company.
21
VARIANCES
Any deviation shall follow the Company Controlled Document Library Variance
Procedure (Cdn-US-Mex) (EDMS: 007728702). Contractors shall contact the
Company for variance approval.
22
ROLES AND RESPONSIBILITIES
Table 22-1 below outlines the roles and responsibilities required for the use of this
Standard.
Table 22-1: Roles and Responsibilities
Role
Responsibilities
Company
TC Energy entity for whom work, services and/or materials are being
provided
HDD Construction Contractor
Any person, firm, or corporation contracting with the Company to
perform the HDD construction work as set out in the Agreement.
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
23
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
Role
Responsibilities
HDD Designer
A qualified individual who prepares the design and is responsible for
preparing engineering designs, bills of materials, specifications, reports
and other engineering documents. Responsible for reviewing and
accepting responsibility for use of applicable industry codes, standards
and regulations, Company Design Standards and project specific
requirements.
Mainline/ Pipeline Construction
Contractor
Any person, firm, or corporation contracting with the Company to
perform the construction work other than HDD as set out in the
Agreement.
Inspector
Any person designated by the Contractor, Company, or any authority to
perform inspection tasks.
Third-Party Inspector
An agent independent of the Contractor. The inspection shall be
performed by a person with sufficient expertise, knowledge and training
to competently perform the inspection.
REFERENCES
This document relies on a number of references to regulation, industry codes and
standards, general industry guidance as well as internal references. These
documents are listed in Table 23-1, Table 23-2 and Table 23-3. Use the latest
document revision, unless otherwise approved by the Company.
Table 23-1: Regulatory References
Organization/Document No.
Title
49 CFR 192
Transportation of Natural and Other Gas by Pipeline
49 CFR 195
Transportation of Hazardous Liquids by Pipeline
NOM-007-ASEA-2016
Transporte de gas natural, etano y gas asociado al carbón mineral por
medio de ductos (Transmission of Natural Gas, Ethane and Coal Gas
Through Pipelines)
SOR/99-294
National Energy Board Onshore Pipeline Regulations (NEB OPR)
Fisheries and Oceans (DFO)
Navigable Waters Protection Act (NWPA)
Pipeline Hazardous Material Safety Administration (PMHSA)
Water Quality Act
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
Table 23-2: External Industry References
Organization/Document No.
Title
2A-WSD
API Recommended Practice
API 1102
Steel Pipelines Crossing Railroads and Highways
API 5D
Standard for Drill Pipe
API 5L
Standard for Line Pipe
API RP 7G
Recommended Practice for Inspection and Classification of Used Drill Stem
Elements
API RP 13B-1
Recommended Practice for Field Testing Water-based Drilling Fluids
AREMA
Part 5, Pipeline
ASCE Manual of Practice No. 108 Pipeline Design for Installation by Horizontal Directional Drilling
ASME B31.4
Pipeline Transportation Systems for Liquids and Slurries
ASME B31.8
Gas Transmission and Distribution Piping Systems
ASTM A 139
Standard Specification for Electric-Fusion (Arc)-Welded Steel Pipe (NPS 4
and Over)
ASTM D 422
Standard Test Method for Particle-Size Analysis of Soils
ASTM D 1586
Standard Test Method for Penetration Test and Split Barrel Sampling of Soils
ASTM D 1587
Standard Practice for Thin-Walled Tube Sampling of Soils for Geotechnical
Purposes
ASTM D 2113
Standard Practice for Rock Core and Sampling of Rock for Site Investigation
ASTM D 2166
Standard Test Method for Unconfined Compressive Strength of Cohesive
Soil
ASTM D 2487
Standard Practice for Classification of Soils for Engineering Purposes
(Modified Unified Soil Classification System)
Canadian Association of
Petroleum Producers (CAPP)
Publication 2004-0022
Planning Horizontal Directional Drilling for Pipeline Construction
CSA Z245.1
Steel Pipe
CSA Z662
Oil and Gas Pipeline Systems
Construction Productivity
Guidelines for Installation of Utilities Beneath Corps of Engineers Levees
Advancement Research Program Using Horizontal Directional Drilling. C.A. Latorre, L.D. Wakeley, and P.J.
Technical Report ERDC/GSL TR- Conroy. U.S. Army Corps of Engineers, Waterways Experiment Station.
02-09
Next Review Date: 2023-Nov-01
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Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
Organization/Document No.
Title
NACE
Standard Test Method of Protective Coating Electrical Conductance of
Underground Pipelines
PRCI, PR-227-144507
Installation of Pipelines Using Horizontal Directional Drilling – An
Engineering Design Guide
Transport Canada, TC E-10
Standard Respecting Pipeline Crossing Under Railways
Table 23-3: Internal References
Organization/Document No.
Title
Item ID: 007728702
Controlled Document Library Variance Procedure (CDN-US-MEX)
Item ID: 1003456006
TEN-CP-SURVY-GL Corrosion Prevention Survey Standard (CAN-US-MEX)
Item ID: 1003107276
TEN-ME-PRES-GL Pressure Testing Standard (US-MEX)
Item ID: 1009372841
TEN-ME-PWT-GL Pipe Wall Thickness Design Standard (CAN-US-MEX)
Item ID: 1001810622
TEP-PRES Pipeline and Facility Piping Pressure Testing Procedure (CDN)
Item ID: 1003107361
TEP-ME-PRES-GL Pressure Testing Procedure (US-MEX)
Item ID: 1013154643
TES-CT-GEN-G Pipeline Construction Specification (US-MEX)
Item ID: 003745282
TES-CT-GEN-GL Pipeline Construction Specification (CAN)
Item ID: 005408266
TES-CT-GEN-L Pipeline Construction Specificatin (US)
Item ID: 003678529
TES-COAT-EP External Polyethylene Coating for Steel Pipe (CDN-US-MEX)
Item ID: 003671710
TES-CO-EPU-GL Field-Applied External Liquid Coatings for Steel Pipeline
Systems Specification (CAN-US-MEX)
Item ID: 003670892
TES-CO-FBE-GL External Fusion Bond Epoxy for Steel Pipe Specification
(CAN-US-MEX)
Item ID: 003845380
TES-COAT-HPPC High Performance Powder Coating (CDN-US-MEX)
Item ID: 1003041252
TES-DR-2DSTD-GLE 2D Drawings Specification (CAN-US-MEX)
Item ID: 1001810598
TEN-PRES Pressure Testing Standard (CDN)
Item ID: 1003107294
TES-ME-PRES-GL Pressure Testing Specification (US-MEX)
Item ID: 007808806
TES-ME-STRPA-GL Pipe Stress Engineering Analysis and Design of
Pipeline Assemblies Specification (CAN-US-MEX)
Item ID: 1005882376
TES-ME-STRPI-GL Pipeline Stress Analysis Specification (CAN)
Item ID: 003671368
TES-NDT-RT Radiographic Examination of Welds Specification (CDN)
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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Construction Standard (CAN-US-MEX)
Item ID: 1003103090
24
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
Organization/Document No.
Title
Item ID: 1001829033
TES-NDT-UT Ultrasonic Examination of Girth Welds Specification (CDN)
Item ID: 1001810638
TES-PRES Pipeline and Facility Piping Pressure Testing Specification
(CDN)
Item ID: 004472888
TES-RT-API Radiographic Examination of Welds Specification (US-MEX)
Item ID: 1001828660
TES-UT-API Ultrasonic Examination of Girth Welds Specification (US-MEX)
Item ID: 003670960
TES-WELD-PL Welding of Pipelines and Tie-Ins Specification (CDN)
Item ID: 1001828218
TES-WL-APIWL-GL Welding of Pipelines and Facilities Specification (USMEX)
DOCUMENT HISTORY
Rev.
01
Description
Effective Date
Revision
2019-Nov-01
Rationale Statement
Authenticating Engineer
This document was developed/revised in order to address the following
requirements:
•
align with new Company template
•
reduce ambiguity
•
removal of scope of work requirements
•
updated to align with CSA Z662 latest edition
•
updated to include lessons learned from completed projects
•
updated to include all stakeholder comments
Dawood Habib
Impact Assessment Summary
Document Owner
There will be no cost impact based on changes made to the HDD
document. The document language has been improved and simplified
to avoid confusion and duplication, Drivers for this update are as
follows;
1)TES-ME-HDD-GL will be updated as an standard, as per definition
provided by Technical Center.
2) This document has been updated as per its regular review cycle, its
include lessons learnt from the past projects, comments from the
reviewer.
3) Based on latest CSA Z662 there will be some wording change in the
requirements but overall there will be no cost impact.
4) SOW and contractual terms removed from the document
Engineering Standard
Governace
Next Review Date: 2023-Nov-01
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Approval Date: 2019-Oct-24
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Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
Rev.
00
Description
Effective Date
New document
2017-Mar-20
Rationale Statement
Authenticating Engineer
This document was developed/revised in order to address the following
requirements:
•
25
Combine HDD design and construction requirements into one
specification.
Dawood Habib
Impact Assessment Summary
Document Owner
N/A
Dawood Habib
DESCRIPTION OF CHANGE
Section
Description of Change
Regulatory
8.2
Included reference to Mexican regulations
Industry Standards
Throughout
Updated to include latest CSA Z662 requirements
General
7.1
Updated to clarify HDD design drawing requirements
8.3
Updated to clarify steering tolerance requirements
8.12
Updated to clarify feasibility report requirements
11.3
Added drill pipe inspection plan requirements
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
UNCONTROLLED IF PRINTED – LATEST CONTROLLED COPY IN FILENET P8
Page 55 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
26
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
APPROVALS
APPROVALS
Document Contact
Dawood Habib, P. Eng.
Pipeline Engineer
Pipeline Engineering
Discipline Checker
Mustafa Yulek, P. Eng.
Geotechnical Engineer
Pipeline Engineering
Discipline Checker
Jarett McInenly, C. Tech.
SME Trenchless
Pipeline Engineering
Document Owner Manager
Robert Phernambucq, P.Eng.
Manager
Engineering Standards Governance
Dawood Habib, P.Eng.
Pipeline Engineer
Gas Projects Pipeline Engineering
Responsible Engineer
Signature/Date
APEGA Permit to Practice P7100
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
APPENDIX A
Status: Published
Publish Date: 2019-Nov-01
REQUIRED DOCUMENT LIST
Phase of Project
Design
Pre-Construction
Construction
Driver: Regulatory
Section in Standard
Requirement
2.1
Geotechnical Field Execution Plan
2.4
Geotechnical Data Report
5.2
HDD Feasibility Report
7.14
HDD Risk Register
8.2
Environmental Plan
8.3
Safety Plan
8.4
Workspace and Access Requirement Drawing
8.5
Drilling Schedule
9
Site Specific HDD Execution Plan
9.2
Preliminary Lifting/Pullback Plan
9.3
Drill Rig Anchoring Plan
9.4
Site-Specific Contingency Plan
9.5
Engineering Drilling Fluid Management and Composition
Plan
9.6
Drilling Equipment List
9.7
Site-Specific Disposal Plan
11.7
Drilling Status Report
13.2
Drilling Fluid Report
14.2
Disposal Report
15.4
Ground Surface Monitoring Report
15.5
Water Quality Report
15.6
Drilling Fluid Migration and Release Report (if required)
19.4
Final Report
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
APPENDIX B
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
SAMPLE DRAWINGS
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
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TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
UNCONTROLLED IF PRINTED – LATEST CONTROLLED COPY IN FILENET P8
Page 59 of 60
TC Energy Engineering Standard
TEN-ME-HDD-GL HDD Design and
Construction Standard (CAN-US-MEX)
Item ID: 1003103090
Rev.: 01
Driver: Regulatory
Status: Published
Publish Date: 2019-Nov-01
Next Review Date: 2023-Nov-01
FOIA and CEII CONFIDENTIAL TREATMENT REQUESTED
Approval Date: 2019-Oct-24
UNCONTROLLED IF PRINTED – LATEST CONTROLLED COPY IN FILENET P8
Page 60 of 60