ISO/TS 29001 Set To Become Oil And Gas Industry's Unique .

ISO Management Systems, www.iso.org/imsINTERNATIONALPhoto HydroISO/TS 29001 set to become oiland gas industry’s unique QMS standardA successful partnership between ISO and the international oil and gas industry hasresulted in the publication of a new technical specification for implementing ISO 9001:2000-based quality management systems in the sector.ISO/TS 29001:2003, Petroleum,petrochemical and natural gasindustries – Sector-specific quality management systems – Requirements for product and service supplyorganizations, is envisaged to becomethe common and unique basis for theoil and gas industry’s quality management system requirements worldwide.ISO/TS 29001 1) is available foruse by manufacturers of oil and gasindustry equipment and materials(upstream and downstream), serviceproviders to the oil and gas industry,purchasers of equipment, materials,and services. The document can alsobe used for organizations to performauditing and certification. This single worldwide system will replace theneed for multiple systems, audits andcertifications.Why industry specific ?Why does the oil and gas industry need an industry-specific quality management system ? The currentworldwide standard for quality management systems, ISO 9001:2000, isa generic one that must satisfy theneeds of many types of industry andorganization. It reflects feedback onBY K EN P EURIFOY ANDL ANNY G OOKIN1) ISO/TS 29001:2003, Petroleum,petrochemical and natural gasindustries – Sector-specific qualitymanagement systems – Requirementsfor product and service supplyorganizations, costs 108 Swiss francsand is available from ISO nationalmember institutes (see the completelist with contact details on ISO’s Website : www.iso.org) and ISO CentralSecretariat : sales@iso.org.ISO Management Systems – July-August 200429

ISO Management Systems, www.iso.org/imsINTERNATIONALthe previous ISO 9000 versions thatSupplementary requirementsthe requirements were not flexibleenough and did not allow for adapA technical specification, ISO/TStation for software companies, man29001 incorporates the verbatim textufacturers of simple consumer prodof ISO 9001:2000 and includes detailed,ucts, and services such as insurancesector-specific requirements for design,and banking.development, production, installationIn contrast, due to the criticaland service of products. To assist usersneeds of the international oil and gasof the document, the requirements ofindustry, this sector requires rigorousISO 9001:2000 are given in boxed text,conformity to engineering, user andfollowed by specific guidance and supregulatory requireplementary requirements. The industryments for its impleISO/TS 29001:2003handles fluids (liqmentation within theuids and gases), oftenindustry. Althoughis envisaged to becomeat high pressures,some of the supplethe common and uniquethrough a variety ofmentary requirementsproducts and procmay be viewed asbasis for the oil andesses. Considerationsnot specific to thegas industry’s qualityfor the safety of peroil and gas indussonnel, including thetry, they are neededmanagement systempublic, are of parain ISO/TS 29001 inrequirements worldwidemount importance.order to ensure thatAdditionally, protecthe requirements aretion of the environment and of busimore explicit and can be more readilyness continuity (maintenance of reveverified/audited.nue streams, both for companies andThe supplementary requirementsfor national economies) require a highof ISO/TS 29001 make the documentlevel of operational integrity.undeniably more prescriptive. Thesesupplementary requirements help toensure that additional preventiveactions are taken by the organizationsmanufacturing goods and/or performing services for use in the oil and gasindustry, which are often subjected tovery harsh and demanding environments.Supplementary requirements thatare very appealing to purchasers, engineers and users within the oil and gasindustry are detailed below.Objectivity, impartiality andindependenceA key element in the assurance ofproduct and service safety and business continuity is the quality management system implemented by goodssuppliers and service contractors.Industries in which the results of catastrophic failure are intolerable havetraditionally embraced and requiredquality management system standardsthat are more prescriptive.30ISO Management Systems – July-August 2004ISO 9001:2000 requires the “ objectivity and impartiality of the auditprocess ”. ISO/TS 29001 also requiresthe same objectivity plus “ independence ” with regard to both designreviews and final acceptance of product. These requirements are key toensuring additional safeguards forpurchased products and services.

ISO Management Systems, www.iso.org/imsINTERNATIONAL Design reviews. ISO/TS 29001,“ Design and development review– Supplementary ”, requires. “ Afinal design review shall be conducted and documented. Individual(s)other than the person or personswho developed the design shallapprove the final design.” Final acceptance. ISO/TS 29001,“ Final acceptance of product ”,requires.“ Personnel other thanthe persons who performed ordirectly supervised the productionof the materials or products shallperform final acceptance and product release.” Internal audits. To further enhancethe objectivity and impartiality of the internal audit process,ISO/TS 29001:2003 goes even further than ISO 9001:2000 to requirethat internal auditors are “ personnel independent of those who performed or directly supervised theactivity being audited ”.By requiring that “ independent ”persons perform these tasks, ISO/TS29001 goes a step further to ensurethe objectivity and impartiality of theend results of the processes.ISO/TS 29001 addresses nonconforming product that is detected afterdelivery or use has started as “ fieldnonconformities ” and requires theorganization’s procedure for managing nonconforming product to includefield nonconformities. A vital, keyaspect of quality management systems for the oil and gas industry isthe requirement for organizations totrack and analyze field failures/fieldnonconformities. Although in someinstances, field failures cannot beretrieved for analysis, field failurescan often provide invaluable information which an organization can use todevelop and implement effective corrective and preventive actions.Photo HydroField nonconformity analysisFrequency of management activitiesA key element in theISO 9001:2000 requires management reviews and internal audits tobe performed at planned intervals.ISO/TS 29001 requires specific minimum frequencies for these management activities. By requiring specific frequencies of certain process andthat specific response times are identified, ISO/TS 29001 helps to ensurethese processes are performed in atimely manner.assurance of productand service safety andbusiness continuity isthe QMS implementedby goods suppliers andservice contractors Management review. To ensurethat management reviews are performed at planned intervals thatare not too infrequent, ISO/TSISO Management Systems – July-August 200431

ISO Management Systems, www.iso.org/imsINTERNATIONALCo-authorKen Peurifoy served asProject Leader of theISO/TC 67 Project TaskGroup that developedISO/TS 29001:2003and was Chairmanof the AmericanPetroleum Institute’sC4/SC18 Task Groupthat developedthe API versionof ISO/TS 29001,‘API SpecificationQ1 7th Edition’. Aformer Chair of API’sCommittee on Qualityfor eight years, he isalso a member of theUS Technical AdvisoryGroup to ISO/TC 176.Mr. Peurifoy has been aquality professional forover 27 years. He is VicePresident and SeniorConsultant of QualitySupport International,Inc. in Spring, Texas,that provides qualityconsulting and supportprimarily to the oil andnatural gas industry.Tel. 1 281 370 6065.Fax 1 281 251 5477.E-mail ckpeurif@flash.net3229001:2003 requires, “ The management review shall be conducted atleast annually.”changes to the age demographics ofthe work force in the industry. Within the next few years, many workers inthe oil and gas industry will be reach Internal audits. ISO 9001:2000ing retirement age and younger workrequires that organizations “ conducters will need to rely on documentedinternal audits at planned intervals ”methods to perform processes andto determine whether the qualityconvey lessons learned.management system conforms toThe changing average age andrequirements and is effectivelyloss of experienced workers in the oilimplemented and maintained. ISO/and gas industry has prompted manyTS 29001 requires that “ internalorganizations in the sector to activelyaudits shall be scheduled and conpursue knowledge management (KM)ducted at least annually ”. In addition,technologies and ensure that valuISO/TS 29001 requires, “ Responseable experience is documented andtimes for submission of an actionretained for future employees. Docuplan to address detected nonconmented control features help ensureformities shall be identified.”that KM is preserved for those organizations that utilizeISO/TS 29001 as theISO/TS 29001 requiresControl featuresbasis for their qualitymanagement system.specific minimumWhile ISO 9001:2000 has reducedfrequencies forthe number of docCooperation betweenumented proceduresmanagement reviews andISO/TC 67 and therequired to six, addiAPIinternal auditstional documentedThe new docurequirements havement was the result of collaborationbeen required in ISO/TS 29001 asbetween the American Petroleumcontrol features. ISO/TS 29001 definesInstitute (API) and ISO technical com“ control features ” as an “ organizamittee ISO/TC 67, Materials, equiption’s documented method to performment and offshore structures for petroan activity under controlled condileum, petrochemical and natural gastions to achieve conformity to speciindustries.fied requirements ”. This definition isIn addition to being the Secretarikey to a number of the supplementaryat of ISO/TC 67, API has a long historequirements of ISO/TS 29001.ry of cooperation and support for ISO/For many industries, the reductionTC 67. The relationship goes back toin the number of procedures requiredthe reactivation ISO/TC 67 in 1989.to specify process requirements wasShortly thereafter, ISO/TC 67 “ fasta welcome relief. However, in the oiltracked ” a number of API standardsand gas industry, the need for procethat were then adopted as ISO Interdures or documented methods to pernational Standards.form processes under controlled conWhen it came time for the APIditions is considered necessary. A(Quality) Subcommittee 18 to revisedocumented method to perform procAPI Specification Q1, Specificationesses assists personnel in performingfor Quality Programs for the Petroleprocess tasks consistently to ensureum, Petrochemical and Natural Gasthe activities are performed in conIndustry, developing a joint API-ISOformity with specified requirements.version of the longstanding QMSDocumenting the best way to perstandard was a major priority.form a process, as well as documentingAccording to John Modine, Directhe required acceptance criteria fortor of Certification Programs for thethe process, will be key to many indusAmerican Petroleum Institute (API),tries, particularly with the upcomingISO Management Systems – July-August 2004