140R4026R0002_Attachment_1_3_33_05_22_-_Horizontal_Directional_Drilling_(HDD)_0005.pdf

Navajo-Gallup Water Supply Project Amendment No. 003005 San Juan Lateral – Block 2-3 Horizontal Directional Drilling Solicitation No.

Revised Horizontal Directional Drilling 33 05 22 - 1

SECTION 33 05 22

HORIZONTAL DIRECTIONAL DRILLING (HDD)

PART 1 GENERAL

1.01 MEASUREMENT AND PAYMENT

A. Shumway Arroyo Pilot Bore:

1. Measurement: Horizontally along pipe centerline, without allowance for slope, between ends of pipe in place.

1. Payment: Linear foot prices offered in the Price Schedule 1 (Reach 2).

a. Contractor to select plastic or steel pipe. Linear foot price depends on selected pipe material.

B. Shumway Arroyo Horizontal Directional Drilling (HDD):

1. Measurement: Horizontally along pipe centerline, without allowance for slope, between ends of pipe in place.

2. Payment: Linear foot prices offered in the Price Schedule 1 (Reach 2):

a. Includes:

1) Preparation of drilling site (entry/exit points) and pullback areas, topsoil segregation, grading, filling, annular backfill, gravel, geofabric, final grading, inspection, clean-up, and restoration of construction site.

2) Mobilization and demobilization of HDD drilling and support equipment.

3) Hole reaming, cleaning, and completing the drilled hole to specified diameter.

4) Hauling and disposal of drilling fluid, byproducts, and cuttings.

5) Furnishing specified HDD Pipe (product pipe).

6) Contractor to select plastic or steel pipe. Linear foot price depends on selected pipe material.

7) Pre- and post-pullback testing of pipe.

8) Costs for providing:

a) Sacrificial length of HDD pipe at each end that shall be long enough to prevent settlement and strain recovery effects of HDD Pipe from retracting pipe ends below ground surface.

b) Design and fabrication of shielded bundled pulling head.

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c) Two temporary end caps or blind flanges, one at each end, of HDD Pipe to prevent contamination or other debris from entering HDD Pipe before connection to Line Pipe (by others).

9) Pipe that is damaged beyond repair during installation, as determined by OGR, or is not retrieved from an unsuccessful pullback installation, is at expense of Contractor.

b. Does not include:

a) Pilot bore drilling at the site.

b) Conductor casing and installation.

c) Water needed for filling and testing pipe. See Section 01 51 00 –

Temporary Utilities, for measurement and payment of water for construction.

C. Shumway Arroyo Conductor Casing:

1. Measurement: Installed length along pilot bore.

2. Payment: Linear foot prices offered in the Price Schedule 1 (Reach 2).

D. San Juan River Pilot Bore:

1. Measurement: Horizontally along pipe centerline, without allowance for slope, between ends of pipe in place.

2. Payment: Linear foot prices offered in the Price Schedule 1 (Reach 2).

E. San Juan River Horizontal Directional Drilling (HDD):

1. Measurement: Horizontally along pipe centerline, without allowance for slope, between ends of pipe in place.

2. Payment: Linear foot prices offered in the Price Schedule 1 (Reach 2):

a. Includes:

1) Preparation of drilling site (entry/exit points) and pullback areas, topsoil segregation, grading/filling, annular backfill, gravel, geofabric, final grading, inspection, clean-up, restoration of construction site.

2) Mobilization and demobilization of HDD drilling and support equipment.

3) Hole reaming, cleaning and completing the drilled hole to specified diameter.

4) Hauling and disposal of drilling fluid, byproducts, and cuttings.

5) Furnishing specified HDD Pipe (product pipe).

6) Pre- and post-pullback testing of pipe.

7) Costs for providing:

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a) Sacrificial length of HDD pipe at each end that shall be long enough to prevent settlement, and strain recovery effects of HDD Pipe from retracting pipe ends below ground surface.

b) Design and fabrication of shielded bundled pulling head.

c) Two temporary end caps or blind flanges, one at each end, of HDD

Pipe to prevent contamination or other debris from entering HDD Pipe before connection to Line Pipe (by others).

8) Pipe that is damaged beyond repair during installation, as determined by OGR, or is not retrieved from an unsuccessful pullback installation, is at expense of Contractor.

b. Does not include:

1) Pilot bore drilling at the site.

2) Conductor casing and installation.

3) Water needed for filling and testing pipe. See Section 01 51 00 –

Temporary Utilities, for measurement and payment of water for construction.

F. San Juan River Conductor Casing:

1. Measurement: Installed length along pilot bore.

2. Payment: Linear foot prices offered in the Price Schedule 1 (Reach 2).

G. Nenahnezad Bluff Pilot Bore:

1. Measurement: Horizontally along pipe centerline, without allowance for slope, between ends of pipe in place.

2. Payment: Linear foot prices offered in the Price Schedule 1 (Reach 2).

H. Nenahnezad Bluff Horizontal Directional Drilling (HDD):

1. Measurement: Horizontally along pipe centerline, without allowance for slope, between ends of pipe in place.

2. Payment: Linear foot prices offered in the Price Schedule 1 (Reach 2):

a. Includes:

1) Preparation of drilling site (entry/exit points) and pullback areas, topsoil segregation, grading/filling, annular backfill, gravel, geofabric, final grading, inspection, clean-up, restoration of construction site.

2) Mobilization and demobilization of HDD drilling and support equipment.

3) Hole reaming, cleaning, and completing the drilled hole to specified diameter.

4) Hauling and disposal of drilling fluid, byproducts, and cuttings.

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5) Furnishing specified HDD Pipe (product pipe).

6) Pre- and post-pullback testing of pipe.

7) Costs for providing:

a) Sacrificial length of HDD pipe at each end that shall be long enough to prevent settlement and strain recovery effects of HDD Pipe from retracting pipe ends below ground surface.

b) Design and fabrication of shielded bundled pulling head.

c) Two temporary end caps or blind flanges, one at each end, of HDD

Pipe to prevent contamination or other debris from entering HDD Pipe before connection to Line Pipe (by others).

8) Pipe that is damaged beyond repair during installation, as determined by OGR, or is not retrieved from an unsuccessful pullback installation, is at expense of Contractor.

b. Does not include:

1) Pilot bore drilling at the site.

2) Conductor casing and installation.

3) Water needed for filling and testing pipe. See Section 01 51 00 –

Temporary Utilities, for measurement and payment of water for construction.

I. Nenahnezad Bluff Conductor Casing:

1. Measurement: Installed length along pilot bore.

2. Payment: Linear foot prices offered in the Price Schedule 1 (Reach 2).

J. Chaco River Pilot Bore:

1. Measurement: Horizontally along pipe centerline, without allowance for slope, between ends of pipe in place.

2. Payment: Linear foot prices offered in the Price Schedule 2 (Reach 3).

K. Chaco River Horizontal Directional Drilling (HDD):

1. Measurement: Horizontally along pipe centerline, without allowance for slope, between ends of pipe in place.

2. Payment: Linear foot prices offered in the Price Schedule 2 (Reach 3):

a. Includes:

1) Preparation of drilling site (entry/exit points) and pullback areas, excavation for entry and exit pits, topsoil segregation, grading/filling, annular backfill, gravel, geofabric, final grading, inspection, clean-up, restoration of construction site.

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2) Mobilization and demobilization of HDD drilling and support equipment.

3) Hole reaming, cleaning, and completing the drilled hole to specified diameter.

4) Hauling and disposal of drilling fluid, byproducts, and cuttings.

5) Furnishing specified HDD Pipe (product pipe).

6) Pre- and post-pullback testing of pipe.

7) Costs for providing:

a) Sacrificial length of HDD pipe at each end that shall be long enough to prevent settlement and strain recovery effects of HDD Pipe from retracting pipe ends below ground surface.

b) Design and fabrication of shielded bundled pulling head.

c) Two temporary end caps or blind flanges, one at each end, of HDD

Pipe to prevent contamination or other debris from entering HDD Pipe before connection to Line Pipe (by others).

8) Pipe that is damaged beyond repair during installation as determined by OGR, or is not retrieved from an unsuccessful pullback installation, is at expense of Contractor.

b. Does not include:

1) Pilot bore drilling at the site.

2) Conductor casing and installation.

3) Chaco River access roads.

4) Water needed for filling and testing pipe. See Section 01 51 00 –

Temporary Utilities, for measurement and payment of water for construction.

L. Chaco River Conductor Casing:

1. Measurement: Installed length along pilot bore.

2. Payment: Linear foot prices offered in the Price Schedule 2 (Reach 3).

M. Chaco River Access Roads:

1. Measurement: Horizontally along road centerline, without allowance for slope.

2. Payment: Linear foot prices offered in the Price Schedule 2 (Reach 3).

a. Includes:

1) Stripping, clearing, and grubbing of area.

2) Repairs and maintenance to new and existing roadways.

3) Final grading, inspection, clean-up, and restoration of area.

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1.02 DEFINITIONS

A. Horizontal Directional Drilling (HDD): Steerable trenchless technology method of installing underground utilities in a shallow recurve arc along prescribed bore path by using a surface-launched drilling rig. Consists of furnishing materials, equipment, and labor associated with installing underground utilities under obstacles such as river crossings and steep terrain. A surface-to-surface pipeline installation technique used to install pipelines or conduits along pre-determined straight and curved alignments in soil or rock formations. The installation technique is comprised of four primary stages including pilot bore drilling, reaming pass(es), swab pass, and product pipe installation. Drilling fluids, comprised of a mixture of water, bentonite, or polymers are continuously pumped into the bore during all stages to facilitate the installation process and stabilize the bore. Tracking of the drilling string is achieved using downhole wireline survey tools that may be augmented with an energized wire grid at the ground surface or by using a gyroscopic survey tool.

B. Pilot Bore: First stage of installation process whereby a guided and steerable pilot bore is drilled along a planned alignment from an entry location to an exit location.

C. Drilling Fluid/Mud: Mixture of water, bentonite, or polymers specially designed for HDD operations within the anticipated geotechnical conditions and continuously pumped through the drilling equipment to facilitate the installation process and stabilize the bore.

D. Cutting Shoe: Steel bands welded to leading edge of pipe to increase stiffness and impact loads of advancing edge of pipe. Cutting shoe may consist of both an exterior and interior band.

E. Product Pipe Installation: Stage of the installation process whereby product pipe is installed within the bore. Also noted as HDD Carrier Pipe or HDD Pipe.

F. Pipe sizes and classes: HDD Carrier Pipe is designated on plan and profile drawings by an alphanumeric symbol:

1. Symbol identifies pipe diameter, cover class and hydraulic transient head as follows:

a. First number in symbol indicates nominal diameter in inches.

b. Second number in symbol is maximum hydraulic transient head measured to centerline of pipe.

c. A symbol of 36HDD500 means pipe is 36-inches in diameter with a hydraulic transient head of 500-feet at centerline of pipe.

2. Unless specific reference is made to outside or inside diameter of pipe, pipe diameters shown on drawings and used in this section are nominal pipe diameters.

3. Pipe working class pressures as shown in Table 33 05 22A – Working Class Pressures

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Table 33 05 22A – Working Class Pressures

HDD Crossing Designated Pipe Class Maximum Working Pressure (psi)

Shumway Arroyo (Metallic)

36HDD375 108

Shumway Arroyo (Plastic) 36HDD350 98

San Juan River (Metallic Only)

36HDD525 130

Nenahnezad Bluff (Metallic Only)

42HDD600 217

Chaco River (Metallic Only)

36HDD550 235

G. Reaming Pass: Second stage of installation process whereby a reamer is used to increase the diameter of the bore to its final diameter. This shall include multiple reaming passes/diameters if necessary.

H. Swab Pass: Third stage of installation process whereby the reamed hole is prepared for product pipe installation by making a pass through the hole with the tooling to collect residual cuttings and loose materials in the hole that may impede pipe installation. Swab pass is completed after the entire bore has been reamed to its final diameter and before product pipe installation begins.

I. Installation Load: Tensile load or force that is applied to the drill string and product pipe that is required to install the product pipe.

J. Obstruction: Object lying completely or partially within the bore path that prevents forward advancement of the drill pipe, reamer, or product pipe along the proposed alignment, after all reasonable efforts by the Contractor to advance past or around the object have failed.

K. Annular Space Grout: Grout that is injected into the annular space between the installed product pipe and the excavated bore following completion of the product pipe installation phase of the HDD installation process.

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1.03 REFERENCE STANDARDS

A. American Petroleum Institute (API)

1. API RP 13B-1 Field Testing Water-based Drilling Fluids

2. API RP 7G-2 Inspection and Classification of Used Drill Stem

Elements, Second Edition

B. ASTM International (ASTM)

1. ASTM A139/A139M-22 Electric-Fusion (Arc) – Welded Steel Pipe (NPS 4 and Over)

2. ASTM D2241-24 Poly (Vinyl Chloride) (PVC) Plastic Pipe (SDR-

PR).

3. ASTM F1962-25 Use of Maxi-Horizontal Directional Drilling for

Placement of Polyethylene Pipe or Conduit Under Obstacles, Including River Crossings

4. ASTM F2160-22a Solid Wall High Density Polyethylene (HDPE) Conduit Based on Controlled Outside Diameter

5. ASTM F2164-21 Field Leak Testing of Polyethylene (PE) and Crosslinked Polyethylene (PEX) Pressure Piping Systems Using Hydrostatic Pressure

6. ASTM F2620-24 Heat Fusion Joining of Polyethylene Pipe and Fittings

7. ASTM E165 Liquid Penetrant Testing for General Industry

8. ASTM D2513-24 Polyethylene (PE) Gas Pressure Pipe, Tubbing, and

Fittings

9. ASTM F2634-15(2021) Laboratory Testing of Polyethylene (PE) Butt

Fusion Joints using Tensile-Impact Method

10. ASTM E18-24 Rockwell Hardness of Metallic Materials

11. ASTM A519/A519M-24a Seamless Carbon and Alloy Steel Mechanical

Tubing

12. ASTM D3350-24 Polyethylene Plastics Pipe and Fittings Materials

13. ASTM D1784-20 Rigid Poly (Vinyl Chloride) (PVC) Compounds and

Chlorinated Poly (Vinyl Chloride) (CPVC) Compounds

14. ASTM E2700-20 Contact Ultrasonic Testing of Welds Using Phased Arrays

C. American Welding Society, Inc. (AWS)

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1. AWS D1.1/D1.1M-25 Structural Welding Code – Steel

D. American Water Works Association (AWWA):

1. AWWA C110-21 Ductile-Iron and Gray-Iron Fittings for Water

2. AWWA C151/A21.51-23 Ductile-Iron Pipe, Centrifugally Cast, for Water or

Other Liquids

3. AWWA C206-23 Field Welding of Steel Water Pipe

4. AWWA C900-16 Polyvinyl Chloride (PVC) Pressure Pipe and

Fabricated Fitting, 4-In through 60-In.

5. AWWA C906-21 Polyethylene (PE) Pressure Pipe and Fittings, 4-In.

through 65-In. (100 mm through 1,6500 mm), for Waterworks

6. AWWA M11 Steel Pipe: A Guide for Design and Installation, Fifth Edition

7. AWWA C605-21 Underground Installation of Polyvinyl Chloride (PVC) and Molecularly Oriented Polyvinyl Chloride (PVCO) Pressure Pipe and Fittings

8. AWWA C600-23 Installation of Ductile-Iron Mains and Their Appurtenances

9. AWWA C604 Installation of Buried Steel Water Pipe – 4 In. (100 Mm) And Larger

E. International Organization for Standardization

1. ISO 9001:2015 Quality Management Systems - Requirements

F. North American Society for Trenchless Technology (NASTT)

1. ISBN 978-1-928984-10-8 HDD Good Practices Guidelines, 5th Ed. 2024

G. National Sanitation Foundation (NSF)

1. NSF/ANSI 61-16 Drinking Water System Components – Health

Effects

H. Pipeline Research Council International

1. PR-277-144507-Z01 Installation of Pipelines by Horizontal

Directional Drilling, “An Engineering Design Guide” (2015).

I. Plastic Pipe Institute

1. Handbook of Polyethylene Pipe 2nd Edition, Chapter 12, Horizontal

Directional Drilling

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2. TR-33-2012 Generic Butt Fusion Joint Procedure for Field Joint of Polyethylene Pipe

1.04 REQUIREMENTS

A. Furnish labor, equipment, supplies and materials necessary to use horizontal directional drilling (HDD) construction practices to install water pipeline crossings as shown on the drawings and specified herein.

B. Develop a drilling and reaming installation strategy that minimizes the volume of drilling fluids lost to the environment by maximizing drilling fluid returns to the drill rig location.

C. Develop a pipeline installation strategy for pulling the product pipe from the exit point to the entry point.

1.05 SUBMITTALS

A. Submit the following in accordance Section 01 33 00 – Submittals.

B. Submit RSN 33 05 22-1, Key Personnel Resumes and RSN 33 05 22-2, General Work Plan for all HDD Crossings prior to remaining submittals. For subsequent submittals, submit no more than one full HDD package within a 21-day period.

1. If additional full HDD packages are submitted within 21 days, Government will require an additional 21 days for review of each additional package.

a. One full HDD package includes submittals for Drilling Plan and Calculations for one specific crossing.

C. RSN 33 05 22-1, Key Personnel Resumes:

1. Includes at a minimum:

a. HDD Contractor:

1) In accordance with 33 05 22 Section 1.06 – Qualifications and include corporate resume.

b. Project Engineer registered as a Professional Engineer in the State of New

Mexico.

c. Drilling Fluid (mud) Engineer.

d. Drilling Fluid (mud) Technician.

e. HDD rig operator(s).

f. Annular Grout Contractor, if subcontracted.

g. Intersection Surveyor or Guidance Technician, for intersection method HDDs.

1) If subcontracted, provide corporate resume of subcontractor.

2. Submit personnel changes with a minimum notice of 48-hours to COR:

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a. Changes shall be approved by COR prior to work being performed by new personnel.

D. RSN 33 05 22-2, General Work Plan for all HDD Crossings:

1. Submit a work plan complete with drawings, sketches, schedules, written descriptions, manufacturer’s information, and other documents defining the Contractor’s plans and procedures for completing the HDD components of the work for each site. Identify the details of the proposed method of construction and the sequence of operations during construction. Field verify dimensions, elevations, potential alignment obstructions, and installation criteria prior to preparing the General Work Plan.

2. Include:

a. Drawings for each site showing:

1) Contractor proposed bore path revisions (Plan and Profile), including entry and exit locations, based on field verified conditions or for Contractor convenience.

2) Equipment setup and laydown areas shown within the allowable working limits for construction. Include any required grading.

3) Excavations, including:

a) Surface dimensions and depths of slurry return/mud recycling pits,

b) Entry and exit pits,

c) Unwatering, if used,

d) Shoring, if used.

4) Entry, exit, and smallest bend radius for pipe during pullback.

5) Pipe laydown areas, as shown on drawings, for joining/welding and testing prior to pullback. Include calculations for pipe stress in laydown area prior to pull back.

6) Drill rig anchor system, if needed.

b. Schedule shall include:

1) Hours of operation proposed and length of work week (work plans shall be subject to compliance with applicable regulatory requirements for construction activities, and any offsite impacts).

2) Site preparation.

3) Conductor casing installations; where applicable. Include a means of fluid containment (e.g. packer, seal, backflow of conductor casing).

4) Entry and exit pit excavations/preparation.

5) Equipment mobilization.

6) Pilot bore drilling, reaming, swab pass, and product pipe installation.

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7) Fusion welding and testing of plastic pipe or welding and testing of metallic pipe.

8) Casing weld tests appropriate for pipe material.

9) Pressure testing of HDD Pipe prior to and following installation.

10) Annular space grouting.

11) Mandrel/pig testing.

12) Cleanup and backfilling of excavations.

13) Surface restoration.

14) Demobilization.

c. Submit photographs and details of proposed downhole tooling, including alternate tooling.

d. Certificate of inspection for drill rods and tooling joints shall be in accordance with API RP 7G-2 and provided within 30 days of transporting.

e. Disposal location permit status and authorization to dispose fluid, cuttings, and other waste products.

E. RSN 33 05 22-3, General Contingency Plans:

1. Include contingency plans for the following possible conditions, at a minimum:

a. Frac-Out and Surface Spill Contingency Plan describing procedures for preventing drilling fluid losses, spills, or inadvertent returns to the ground surface along the alignment. The plan shall address roles and responsibilities, monitoring, prevention, containment, cleanup and documentation procedures. Containment and cleanup equipment shall include, but not be limited to, heavy weight, plastic, gravel-filled and sealed bags, filter bags, splash board, several 5-gallon pails, heavy duty push brooms, flat blade shovels, silt fence, T post or straw bales, straw logs, portable pumps, hoses, and a vacuum truck (available for response within one (1) hour of a frac out event).

b. Inadvertent drilling fluid migration and release in soil, fractured or permeable bedrock formations.

1) Include sample of Fluid Release Contingency Containment Report

(quantity of fluid released, location, response time, and clean-up activities required).

c. Loss of drilling fluid circulation within the bore prior to completing the pilot bore or reaming pass(es).

d. Uncontrolled release of full drilling fluid column height during pilot bore, reaming, or pull back operations for crossings that utilize packer or seal at low elevation.

e. Development of high drilling fluid pressures within bore.

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f. Equipment malfunction or failure.

g. Separation equipment unable to adequately separate spoils.

h. Pullback forces reach 80 percent of calculated maximum allowable pulling force.

i. Stuck pipe.

j. Damage to existing utilities.

k. Encountering subsurface obstruction within the bore path.

l. Running sands.

m. Deviation outside of pilot bore tolerances, difficulties building/maintaining grade of angle during pilot bore drilling, or loss of steering control.

n. An abrupt change in hole deviation during intersection drilling that creates an intersect point and exceeds bend radii.

o. Pressure control.

p. Hole collapse.

q. High installation loads and stresses that exceed the strength of the product pipe.

r. Pipe collapse, buckling, kinking, or deformation.

s. Hole abandonment.

t. Inability to pass mandrel through installed pipe after installation and grouting operations.

F. RSN 33 05 22-4, Drilling Plan for Shumway Arroyo HDD:

1. Include:

a. Installation equipment and methodology.

b. Size and type of drill rig, including size of motors and pumps, torque, thrust, and pulling capacities. Verify that the capacity of the rig is greater than the anticipated installation loads. Mud pump capacity and noise ratings at 25 feet, separation plant information with noise ratings at 25 feet, soundproofing added to the equipment, manufacturer’s descriptions, calibrations, appropriate drawings, and photographs. Include specifications and manufacturer’s data for all primary and ancillary equipment to be used.

c. Shift plan to operate and maintain drill rig and associated equipment.

d. Provide conversion factors from hydraulic pressure to force for the drill rig thrust/pullback.

e. Conductor casing installation method and equipment. Include specifications and manufacturer’s data.

f. Conductor casing spoil removal equipment and system details

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g. Conductor casing size, thickness, length, and alignment with details and dimensions of cutting shoe in accordance with applicable RSN 33 05 22-5 – Calculations for Shumway Arroyo HDD.

h. Description of tracking equipment and methodology for the proposed alignment, including any down-hole survey instrumentation and surface location equipment:

1) Type of tracking equipment, including its stated accuracy.

2) Pilot survey equipment, including its stated accuracy.

3) Sketch of cable layout for survey instrumentation and surface location equipment, if applicable to survey equipment system used.

4) Written documentation that surveying equipment used for downhole tracking of the bore path and drilling assembly has been properly inspected and calibrated by the equipment manufacturer prior to use.

5) Operating procedures for survey equipment, including measures to verify the accuracy of readings at the required installation depth.

i. Pilot bore hole diameter, each reaming step diameter, and final bore hole diameter.

j. Diameter, type, and grade of drill pipe.

k. Submit photographs and details of proposed downhole tooling, including alternate tooling.

l. Maximum drilling and reaming rates for pilot bore and each reaming pass.

Confirm that the mud pump capacity is sufficient for these anticipated drilling rates.

m. Equipment required to obtain, filter, and process water for drilling.

n. Source and quantity of water required for drilling operations with estimated maximum daily rate to be consumed.

o. Drilling fluid system, including fluid travel path, return path, planned recycle or reuse plan, filtration equipment and details, sedimentation/settling pond location, and other relevant details.

p. Method and equipment for monitoring fluid pressures within the bore outside of the drill bit during pilot bore drilling operations.

q. Drilling fluid composition, additives, consistency, viscosity, density, and components. Include planned density and viscosity ranges and anticipated fluid pumping rate. Include plan detailing how drilling fluid properties and pressure will be monitored and frequency of monitoring. Include Materials Safety Data Sheets (MSDS) with manufacturer’s descriptions and warranties for drilling fluid materials.

r. Drilling fluid and cuttings handling and hauling plan, disposal method, and location.

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s. Drilling fluid containment strategies. Indicate how drilling fluid will be contained within borehole and how it will be released in a controlled manner within crossings with elevation differences greater than 20 feet.

t. Equipment and procedures for borehole cleaning or swabbing pass.

u. Equipment and procedures for HDD Pipe cleaning (pigging) after pullback, and prior to final testing.

v. Pipe pull-back plan including type and spacing of rollers, pipe supports (as defined in this Section), and equipment proposed for handling the pipe string during the installation process.

w. Plans for ballasting product pipe during pull-back, if applicable. Describe methods and procedures for filling the product pipe with clean potable water and eliminating bore slurry from entering the product pipe during installation.

x. Procedure for monitoring alignment for drilling fluid release which include monitoring of waterways.

y. Plan for pipe fabrication and pullback support number and sizes of pullback equipment (i.e. number of side booms, cranes, and other support equipment).

z. Diagram of equipment and site layout, including dimensions and required clearances (horizontal and vertical).

aa. Plan for site grading, including entry and exit pits, and access road preparation, including support mats.

bb. Sample of daily reports.

cc. Drawing of pullback head with shield, swivel, and connection to HDD Pipe designed or approved by Professional Engineer familiar with HDD practice and design.

G. RSN 33 05 22-5, Calculations for Shumway Arroyo HDD:

1. Design calculations shall be presented in a neat, readable format, with figures, values and units included to facilitate ease of verification. HDD Design and construction calculations, including:

a. Required wall thickness of HDD Pipe.

1) Calculations shall demonstrate that the pipe material, diameter, and thickness design is sufficient to meet pressures required as shown on drawings. Calculations shall also show the Contractor’s proposed means and methods.

b. Minimum bending radius for HDD Pipe.

c. Required pulling force in pounds including:

1) Estimated installation loads for the conditions and operating practices anticipated.

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2) Estimated pullback force on product pipe and assumptions for calculating pullback force.

3) If and where mid-weld pulls are anticipated. Include for each mid-weld a onetime 10 percent increase of pull back load to re-initiate pullback.

Verify rig and pipe capacity.

4) Show pull forces with and without ballast and net buoyant forces. If ballast is required, indicate percentage and gallons of water needed.

5) Assumptions used in the calculations, including the radius of curvature, assumed drilling fluid weights, and full pipe during installation, shall be provided.

d. Borehole Stability:

1) If HDD is anticipated to be completed without full head of drilling fluid, “dry bore”, evaluate borehole stability.

2) If dry bore conditions are present, account for additional frictional loads during pull back.

e. Maximum tensile and circumferential (hoop) stress of pipe during pullback and construction. Include maximum stress and location for each pipe during pullback.

f. Buckling stability during pullback and construction.

g. Ratio of vertical deflection to outside diameter of pipe, from earth loading, while pipe is empty.

h. Compressive stress from external hydrostatic pressure and earth load, while pipe is empty.

i. Combined stresses from pipe curvature and circumferential (hoop) stress.

j. Total length of pipe relaxation following pullback.

k. Projecting length of HDD Pipe required to prevent retraction below the ground surface due to conduit settlement and Poisson’s effects following pullback.

l. Hydro-fracture analysis:

1) Perform using standard industry practices, including minimum required pressures, maximum anticipated drilling fluid pressures, and maximum allowable drilling fluid pressure during drilling and pullback operations.

2) Hydro-fracture calculations shall clearly present equations. Define variables, referenced data or engineering judgement used for design values of variables, and other assumptions and material properties.

3) Calculations shall be performed at a minimum of 50-foot intervals and shall capture lowest elevation difference between ground surface and HDD pipe, highest elevation difference between HDD entry elevation, and HDD pipe.

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4) At least one example calculation that clearly shows method and calculation steps used as input for spreadsheet or software input.

5) If software (BoreAid, Technical Toolboxes, etc.) is used to provide an output report for verification, provide at least one example calculation sheet that shows model is valid.

6) Graphical plot of maximum formation pressure, minimum (annular) pressure required, factor of safety, and identify any potential areas of hydro-fracture. At a minimum, x-axis shall include project stationing and y-axis shall include anticipated pressures (minimum and maximum) during construction activities.

7) Minimum pressures shall account for static, dynamic or frictional pressures.

8) Calculation to include the factor of safety against hydro-fracture along alignment. Minimum factor of safety of 1.5 shall be used in soil and 1.3 shall be used in bedrock for allowable formation pressures to estimate potential impact areas.

9) For Bi-Directional HDDs:

a) Shall include calculations and graphical plots of minimum

(annular) pressures from both points of entry and maximum allowable formation pressure.

b) Based on calculations and graphical plots, a zone of intersection shall be identified visually on graphical plots or on modified drawings of plan and profiles.

m. When possible, zone of intersection shall occur within a tangent feature (entry, bottom, or exit).

n. Zone of intersection shall be confirmed and verified by Guidance Subcontractor, if used. Maximum stresses on pipe while supported in laydown area prior to pullback operations.

o. Shoring design for any excavation shoring.

p. All calculations shall be signed and stamped by a professional engineer with a minimum of 5 years’ experience in HDD design and pipe stress analysis for HDD installations.

2. Conductor Casing Calculations, if used:

a. Show steel casing can withstand installation stresses (static, dynamic, and impact).

b. Estimate drivability of conductor casing and ensure minimum or proposed casing diameter, length, and thickness is feasible.

c. Based on calculations and estimations, verify proposed trenchless technology equipment is sufficient for installation.

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H. RSN 33 05 22-6, Drilling Plan for San Juan River HDD:

1. Includes all requirements identified in RSN 33 05 22-4, Drilling Plan for Shumway

Arroyo HDD.

I. RSN 33 05 22-7, Calculations for San Juan River HDD:

1. Includes all requirements identified in RSN 33 05 22-5, Calculations for Shumway

Arroyo HDD.

J. RSN 33 05 22-8, Drilling Plan for Nenahnezad Bluff HDD:

1. Includes all requirements identified in RSN 33 05 22-4, Drilling Plan for Shumway

Arroyo HDD.

K. RSN 33 05 22-9, Calculations for Nenahnezad Bluff HDD:

1. Includes all requirements identified in RSN 33 05 22-5, Calculations for Shumway

Arroyo HDD.

L. RSN 33 05 22-10, Drilling Plan for Chaco River HDD:

1. Includes all requirements identified in RSN 33 05 22-4, Drilling Plan for Shumway

Arroyo HDD.

M. RSN 33 05 22-11, Calculations for Chaco River HDD:

1. Includes all requirements identified in RSN 33 05 22-5, Calculations for Shumway

Arroyo HDD.

N. RSN 33 05 22-12, Photo Documentation:

1. Prior to alteration of each work site, make digital recordings of entire area, including entry and exit points.

O. RSN 33 05 22-13, General HDD Pipe Retention Plan:

1. Secure pipe before, during, and following pullback and testing operations. Submit stability calculations and methods of securing pipe to OGR:

a. Method for securing pipe, and equipment to prevent movement during construction and testing, may remain in place at completion of project.

P. RSN 33 05 22-14, Daily Reports:

1. Submit daily reports at end of each work shift during the Pilot Bore Stage, Reaming/Swab

Stages, and Product Pipe Installation Stage. Include:

a. Supervisor on-site, crew members on-site, and shifts and time worked.

b. Description of work, tools in use, and footage completed.

1) Include photographs of tooling as it arrives on site for each stage of work.

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c. Daily total of drilling fluid used and total to date.

d. Drill fluid additives used.

e. Loss of drilling fluid circulation, pressure or inadvertent fluid return.

f. Drilling fluid and slurry return properties:

1) Mudweight and funnel viscosity of raw drilling fluids –at least one hour between readings.

2) Mudweight and sand content of returns – at least one hour between readings.

3) Measurements must be completed using a calibrated Marsh funnel and mud balance.

g. Vertical and horizontal pilot drill deviations from the planned bore path and steering inputs made to maintain line and grade.

h. Instances of retraction and re-drilling.

i. Pipe number and drilling penetration rates for each pilot or reaming pipe.

j. Copy of directional survey report and report from tracking system indicating locations of drill head via downhole tooling (gyroscopic), walkover electronic guidance system, or energized surface grid (wireline system). Pilot Bore Stage only.

k. Data to calculate minimum radius of each 3-joint segment of pilot boring.

l. Disposal quantities of drilling fluid and cuttings.

m. Drilling schedule and plan updates.

n. Details of, and perceived reasons for, unusual events and delays greater than one hour excluding normal breaks.

o. Note any safety incidents, including near misses, in daily report. Include details about measures taken to prevent future incidents.

2. During the installation of the product pipe, monitor and record installation loads once per drill pipe.

3. During annular space backfill, provide volume of backfill material placed and permeability testing results for field samples of backfill material.

Q. RSN 33 05 22-15, Drilling Fluid Daily Report:

1. Include, per API RP 13B-1:

a. Density of drilling fluid (mud) weight.

b. Viscosities:

1) Apparent viscosity.

2) Plastic viscosity.

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3) Yield point.

c. Funnel viscosity: Using Marsh Funnel.

d. Gel strength.

e. Solids and sand content.

f. Water loss: Filtration.

g. Chemical quantity of make-up water and drilling fluid:

1) pH.

2) Chlorides.

3) Hardness.

R. RSN 33 05 22-16, General Drill Fluid and Cuttings Management and Disposal Plan:

1. Include:

a. Description of planned haul and disposal methods and location(s).

b. Letter from the permanent disposal site indicating their willingness and legal authority, including any relevant Permitting and Approval, to accept the described and anticipated waste products including, but not limited to, drilling fluid, cuttings, waste oil, fuel, discharge water, and byproducts at their facility.

c. Details on sub-contractors involved with disposal activities, to include at a minimum: Company name, normal and emergency contact information, and role(s) for this project.

d. Drilling fluid composition with Safety Data Sheets (SDS) for each material or component.

e. Additives with SDS.

f. Cuttings composition, including any byproducts, to be disposed.

g. Intervals of disposing of drilling fluid:

1) Duration between loads.

2) Volume per load.

h. Disposal hauler details, including equipment used, safety details and procedures to be implemented, and loss prevention methods employed to prevent environmental contamination.

i. Estimated daily and total quantities for disposal.

2. Submit changes to OGR for approval prior to implementation.

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S. RSN 33 05 22-17, Disposal Report:

1. Include:

a. Quantity of drilling fluid, byproducts, and cuttings hauled from drill sites.

b. Bill of lading and trip ticket for each truck load.

c. Lab sample results in accordance with disposal permit: minimum 1 per drilled site.

T. RSN 33 05 22-18, Annulus Backfill Plan:

1. Include:

a. Subcontractor qualifications and resumes, if subcontracted.

b. Description of equipment, handling and placement methods, and materials to be used.

c. Locations and extents of backfill material placement for each HDD crossing with elevation difference equal to or greater than 10-feet between entry and exit pits.

d. Mix designs for backfill material to be used.

e. Provide estimated volume quantities to minimum elevations shown in Table 33 05

22C and quantity verification plan.

f. Provide testing plan for permeability field testing or sampling for backfill material, including:

1) Frequency and quantity of sampling and testing.

2) Test method, as appropriate for the material and mix design by Contractor.

3) Method for sampling, as appropriate for the material and mix design by

Contractor.

g. Certification that materials are new and suitable for use in this environment/installation.

U. RSN 33 05 22-19, Fluid Release Contingency Containment Report:

1. Report shall be required for any efforts related to collecting and clean-up after a drilling fluid release has been detected:

a. Submit report to OGR within 48-hours of a drilling fluid release being detected.

V. RSN 33 05 22-20, Final Report:

1. Submit in accordance with Section 01 78 30 – Project Record Documents.

2. Include:

a. Copy of computerized printout and electronic file of directional survey report and instrumentation report, or equal, made during drilling operation and an as-built plan and profile of the pilot bore within 3 days of completing each pilot bore.

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b. As-built map of horizontally drilled section showing the “x”, “y”, and “z” coordinates of final pipe location. Spacing between coordinate points shall be 30-foot maximum.

W. RSN 33 05 22-21, HDPE Heat Fusion Joint Operator Qualifications:

1. Certifications from manufacturer.

2. Inspections results.

3. Date of Certification.

X. RSN 33 05 22-22, HDPE Fusion Procedures:

1. Fusion temperature.

2. Interface pressure.

3. Cooling time.

4. Record of pipe size and DR being joined and each joint fusion temperature, interface pressure, and cooling time.

Y. RSN 33 05 22-23, PVC Fused Pipe Information:

1. Manufacturer’s instructions for fusing and installation.

2. Fusing technician’s qualifications.

Z. RSN 33 05 22-24, Ductile Iron Commercial Products:

1. Joint restraint products.

1.06 QUALIFICATIONS

A. Contractor; shall have a minimum 10-years' experience on HDD projects. Successfully completed at least (3) previous HDD projects consisting of:

1. HDD crossings of similar size and scope to longest of proposed drill sites.

2. Similar geologic conditions as described in Division 53.

3. HDD equipment, pilot bore tooling, reaming, swivels, drilling fluid parameters, additives, and annular pressures used in successful project.

4. Representative projects that utilized bi-directional or intersection method HDD installation method. Include survey methods used.

a. A minimum of one project shall include conductor casing used on both entry and exit locations.

5. Minimum of one project shall have an elevation difference of 250-feet or greater between the entry and exit locations.

6. Annular backfill of entry and exit tangents of plugs after product pipe installation.

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7. Provide contact information (project name, contact name, phone number, and email address) for each of (3) successful projects listed above.

B. Qualified welding procedures and welders in accordance with requirements listed in AWWA C206-23.

C. HDPE Heat Fusion Joint Machine Operator:

1. Certified by machine manufacturer or representative.

2. Trained on specific fusion machine and bonding procedure and shall:

a. Perform 1 pipe-to-pipe bond on each machine to be used.

b. Bonds made as part of operator certification:

1) Visually inspected and testing in accordance with PPI and ASTM standards.

3. Qualification remains in effect for 6-months from date of qualification:

a. Ability to be revoked by certifying entity.

D. PVC Pipe Fusing Technicians: Certified within the last 12-months by pipe manufacturer.

E. Pipe manufactures shall be certified in accordance with ISO:9001 or similar nationally certified program approved by COR.

F. Annular Backfill Grouting Contractor:

1. Grouting Supervisor: Minimum of 5 years of experience in responsible charge of grouting for construction similar in nature to that required by this contract.

2. Other grouting personnel: Minimum of 2 years of experience in grouting for construction similar in nature to that required by this contract.

3. Maintain sufficient qualified personnel to perform required work.

G. Intersection Surveyor or Guidance Technician:

1. Minimum 5-years of hands-on HDD steering experience. Successfully completed at least

(3) previous HDD projects consisting of:

a. Documented experience in large-diameter, long-distance, and intersect HDDs.

b. HDD crossings of similar size and scope to that required by this contract.

c. Successfully completed at least two (2) intersect HDD projects in the past 5 years.

H. Drilling Fluid (mud) Engineer:

1. Minimum 5-years of experience on HDD projects. Successfully completed at least (3) previous HDD projects of similar size and scope to longest of proposed drill sites.

I. Drilling Fluid (mud) Technician:

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1. Minimum 3-years of experience on HDD projects. Successfully completed at least (3) previous HDD projects of similar size and scope to that required by this contract.

1.07 QUALITY ASSURANCE

A. COR will review submittals including Daily Reports to confirm compliance with Drawings and Specifications.

B. Perform work in accordance with Horizontal Directional Drilling Good Practices Guidelines and Directional Crossing Contractors Association (DCCA).

C. OGR shall be present during testing required per Specifications. COR shall be notified at least 24-hours prior to tests performed for compliance with Specifications.

PART 2 PRODUCTS

2.01 GENERAL

A. Provide equipment and materials necessary to complete the work as shown on the drawings and specified herein. Equipment and materials must be contained within the limits of construction as shown on the drawings.

2.02 EQUIPMENT

A. Equipment shall have the capacity, stability, and necessary safety features required to fully comply with the contract documents without showing evidence of undue stress or failure. It is the responsibility of the Contractor to ensure that equipment is in sound operating condition.

Backup equipment shall be required in the event of an equipment breakdown and where the condition of the equipment to be used indicates that routine component replacement or repair will likely be necessary during the work.

B. Drill equipment:

1. Directional drill rig of enough size and capacity to perform bore and pullback of pipe.

2. Drill fluid mixing and delivery system of enough capacity to complete boring.

3. Guidance system to accurately guide boring operations:

a. Single Drill: Shall include walkover magnetic system (wireline), down hole magnetic system (active or passive), or a downhole gyroscopic system. Guidance system shall be able to track at maximum anticipated depth of crossings.

b. Bi-Directional (Intersection) Drill: Shall include passive magnetic intersect, active magnetic intersect, radar intersect, or direct gyroscopic to gyroscopic intersect.

4. Provided with the required ancillary equipment necessary to complete the installation including, but not limited to, drill pipe, soil and rock drilling bits, reamers and hole

33 05 22 - 25 openers, auger flights, swivels, expanders, control cabin, generators, mud pump, mixing equipment, separation plant for drilling fluid returns, shaker screens, hydrocyclones, downhole survey equipment, energized surface grid, pipe handling equipment, crane, backhoe, side boom equipment, rollers, and fluid pressure and flow rate monitoring equipment.

a. Provide high quality drill pipes that have been properly inspected and maintained.

Bent, cracked, or fatigued drill pipes shall not be used.

b. Drilling equipment shall be capable of advancing through the anticipated geologic conditions along the bore. Sufficient drilling equipment shall be available to replace worn out or broken tooling necessary to excavate the geologic materials.

c. Provide reaction foundation, lateral passive resistance, or block if necessary for HDD rig at full capacity.

d. The drilling equipment shall be fitted with a permanent alarm system capable of detecting an electric current. The system will have an audible alarm to warn the operator when the drill head nears electrified cables. The drilling equipment shall be grounded, protected, and operated in accordance with manufacturer’s requirements for electric strike safety.

C. Equipment: In safe operating condition with enough supplies, materials, and spare parts on-hand to maintain system in working order for duration of project.

D. Supply adequate number of trained and competent personnel, including key personnel identified in this Section, during work.

2.03 DRILL SYSTEM

A. Drill Rig:

1. Consists of a hydraulically powered system to rotate, push and pull back hollow pipe into ground at a variable angle while delivering a pressurized fluid mixture to a guidable drill (bore) head. Ensure bearing capacity and passive lateral resistance of ground at drill rig site can accommodate reactions from installation and construction loads transferred to ground through drill rig and anchorage system.

2. Drill rig anchor system to be designed and stamped by licensed Professional Engineer.

3. Hydraulic power unit shall be self-contained, with sufficient pressure and volume to power drilling operations. Hydraulic system shall be free of leaks.

4. Must contain a system to monitor and record fluid pressures and flow rates, and a force gage to measure maximum forces during pullback operations.

B. Drill Head:

1. Steerable by changing the drill heads’ rotation and face angle.

2. Provide cutting surfaces and drill fluid jets.

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3. Contains instrumentation to determine orientation and angle of the cutting face.

C. Mud Motors:

1. Adequate power and torque to turn required drilling tools.

2. Capable of withstanding and always supplying the required flow rate and pressures of the anticipated drilling fluid viscosity during boring and reaming operations.

D. Drill Pipe:

1. Constructed of high quality 4130 seamless tubing, Grade D or better, with threaded box and pins. Tool joints hardened to 32-36 Rockwell C (HRC) hardness minimum.

E. Drilling Fluid:

1. Drilling fluids, including makeup water, bentonite, polymers, or other additives, shall be designed by the Contractor for the anticipated geologic conditions along the bore. Select drilling fluids to ensure continuous circulation, cutting suspension, bore stability, reduced drag on the product pipe, and complete filling of the annular space between the bore and the pipe.

2. Liquid bentonite clay slurry made using clean water from approved sources. Drilling fluids, muds, and chemical additives shall be non-hazardous materials composed and used in compliance with applicable local, State, and Federal environmental regulations.

3. Additives: Environmentally compatible products meeting requirements of Section 01 57 30 – Water Pollution Control. Do not use oil-based drilling fluids or fluid containing additives that can contaminate soil or groundwater.

4. Maximum unit weight of drilling fluid with cuttings to be limited to 9.5 pounds per gallon (ppg).

F. Guidance and Tracking System:

1. Contractor shall use an approved tracking system to track the location of the drill head during the pilot bore drilling operation. Tracker shall be capable of tracking at depths up to 250 feet in any ground condition, including soil and rock. It shall enable the driller to guide the drill head by providing immediate information on the tool face, azimuth (horizontal direction), and inclination (vertical direction).