• Class and Course

    Managing Service Contractor Quality - API Q2

    Course Summary

    • API Spec. Q2 was developed to address quality management systems for the service supply organizations for the upstream petroleum and natural gas industries. 
    • The course takes a comprehensive look into Q2’s requirements and interpretations and it is intended for those who want more detailed coverage of the requirements in Q2. Essentially, this course begins with the basics of the specification and moves up step-by-step through the more complex aspects.
    • This course is ideal for both newcomers and those already familiar with working under Spec. Q2 requirements. Also for those seeking Q2 certification. The interactive workshops, group exercises, and real-world case studies provide you with the basics for implementing a Q2 complaint management system.
    Course Objective
    Upon completion of this course, delegates will learn to gain an understanding of:
    • The history and importance behind creating Q2 in the industry
    • Allowable exclusions
    • QHSE Management Systems – IOGP MS
    • QHSE MS: Opportunities and barriers to successful implementation
    • Q2’s layout and terminology/definitions/abbreviations, as well as their application
    • Normative references
    • The “process approach” to quality management
    • Quality objectives
    • Management responsibility
    • Competency requirements
    • Control of documents
    • Risk assessment and management
    • Service design
    • Contingency planning
    • Management of change (MOC)
    • Customer satisfaction process
    • Fundamentals of Audits
    • Corrective action and root cause analysis
    • Measurement, analysis, and improvement
    • The Human Factor: Role in the implementation.
    • Using a combination of lectures, group discussions, practical examples, and hands-on application, this course shall give you knowledge of Q2’s requirements and interpretations, which includes the requirements of ISO 9001:2008 and ISO 19011:2011 where applicable.
    The following points shall be discussed in the course:
    • An introduction to the API
    • Key Drivers behind the development of Q2 
    • Terminology / definitions / abbreviations, 
    • Normative references 
    • Management responsibility 
    • Competency requirements 
    • Control of documents 
    • Risk assessment and management 
    • Service design preparation 
    • Importance of service quality plans
    • Contingency planning 
    • Management of change (MOC) 
    • Customer satisfaction process 
    • Fundamentals of Audits
    • Corrective action and root cause analysis
    • The Human Factor: Role in the implementation. 

    Day 1 

    • Class Set-Up and Introductions
    • A Brief History
    o API
    o API Q1 
    o API Q2 – Post-Macondo Era
    • Why is Quality important?  
    o ISO definition – Class Discussion
    • The Business Case for Quality Management
    • o Normalization of Deviance – Class Discussion & Workshop
    • The Consequences of Macondo
    o Where is the Best Application of a Management System?
    o Macondo – The Basis for API Q2; In-depth Analysis
    o Chemical Safety Board video - Class Discussion & Workshop
    • BSEE Overview: Bureau of Safety & Environmental Enforcement
    o A Brief History of BSEE
    o A Safety Case
    o BSEE Exercise - Class Discussion & Workshop

    • What is a Management System
    • How does a Management System Work?
    • How does a QMS Prevent a Macondo? 
    • Operator or Service Provider?
    • The Value to an Operator of API Q2 
    • o Excerpts from S.W. Hagan, ExxonMobil; and B. Creek, Orion Drilling (2012)
    • API Q2 -Examples in the Oil & Gas Sector
    • Tenders Questionnaires - Class Discussion & Workshop

    Day 2  Study of API Q2 Detail
    1. Scope
    2. Normative References
    3. Terms, Definitions, Abbreviations, and Acronyms
    4. Quality Management System Requirements

    • The Service Quality Plan
    • The “Process Approach” to Service Quality
    • Quality Objectives
    o Criterias for an Indicator
    Leading and Lagging Indicators
    Proactive and Reactive Monitoring

    • Quality Scenaries – Class discussion & Workshop
    • Responsibility, Accountability, Management & Leadership
    o RACI Chart
    • Competency Vs. Training
    o ISO 9000 / 10015 definitions
    o The Kirkpatrick Model

    • Work Environment - Class Discussion & Workshop
    • Document Control
    5. Realization of Service and Service-Related Product
    • Contract Review
    • Planning

    Day 3 - Study of API Q2 Detail

    • Risk Assessment & Management
    • Service Design
    • Business Continuity, Emergency & Crisis Management
    • Purchasing
    • Execution of Service
    • Calibration, Precision, Accuracy 
    • Management of change (MOC)
    • Customer Satisfaction Process
    • KPIs & Critical Success Factors
    • Audits, Assessments, and Inspections
    • Root Causation

    Day 4   
    The Fundamentals & Principles of Auditing

    • Audits, Assessments, and Inspections
    o Definitions and Principles
    o Evidence-Based Approach
    o Background - – Class Discussion & Workshop
    o Evidence-Based Approach
    o Background - – Class Discussion & Workshop

    • Ethics and Standards of Conduct for Auditors 
    • Audit Programs 
    o ISO Audit Program Guidance ISO 19001:2011
    o Pre-Audit/Pre-Inspection Activities /Familiarization

    • Audit Protocols, Inspection Checklists, Assessment Tools
    o API Q2 as an instrument
    o Document & Records Verification

    • Auditors´ Competences
    o Interviewing: The Essential Aspect of an Audit
    o The Fundamentals of Interviewing
    o The Barriers to Receiving a Message 
    o Modes of Communication
    o Interviewing Skills – Class Discussion & Workshop

    Day 5   
    6. Quality Management System Measurements, Analysis, and Improvement
    • Monitoring, Measuring, and Improving
    • Data Analysis & Findings
    o Conformance vs. Non-Conformance
    o Evidence Hierarchy – Class Discussion & Workshop

    • Continuous Improvement
    The Fundamentals of Report Writing
    Reporting & Communication of Findings  
    o Report Writing - – Class Discussion & Workshop

    • Remedial Actions and Follow-up
    • High-Reliability Organization
    o HSE Culture Ladder
    • API QMS Context Examples and Role Plays
    • Personal & Team Action Plan– Class Discussion & Workshop
    • Class Summary
    • Closure

    Any service supply organization involved with the execution of services in the upstream exploration, development, and production in the oil and natural gas industry, including
    • API Q2 licensees and applicants 
    • Quality system auditors 
    • Quality assurance personnel and management representatives 
    • Operators involved in upstream development and exploration
    • Service providers in upstream development and exploration 
    • Any organization or person involved with well construction, intervention, production, and abandonment within the Oil and Gas Industry.

    1. Class Set-Up and Introductions
    2. The expectation of ROI from this Class
    3. A Brief History of API Q2
    4. Our Perspective on API Q2
    5. The Business Case for Quality Management
    6. Macondo – The Basis for API Q2;
      1. In-depth Analysis
    7. BSEE: an Example of a Management System at Work
      1. Where is the Best Application of a Management System?
      2. How does a QMS Prevent a Macondo?
    8. How Does a Management System Work?
      1. Operator or Service Provider?
    9. The Early Adopters of API Q2: Committee Presentation
    10. Examples in the Oil & Gas Sector
    11. Study of API Q2 Detail
      1. History & Overview
      2. API Q2 Specification Requirements
      3. 1 --1.2:  Scope, Application, Exclusions
      4. 2: Normative References
      5. 3 -- 3.2:  Terms & Definitions
      6. 4 – 4.5: Documentation & Records Control
      7. 5 – 5.11: Realization & Execution of Services
      8. 6 – 6.6: Analysis & System Improvement
    12. The Fundamentals & Principles of Auditing
    13. Ethics and Practices: Conduct for Auditors
    14. Data Analysis & Findings
    15. Reporting & Communication of Findings Across Company Boundaries
    16. Remedial Actions and Follow-up (Online exploration)
    17. High-Reliability Organization
    18. BSEE Exercise
    19. API QMS Context Examples and Role Plays
    20. Personal ROI Action Plan Review


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