1. API Monogram Program Monogram Program Staff – SC Liaison Report
2015 Summer E&P Standards Conference
Aaron Duke, Senior Associate, Monogram-APIQR
Introduction of yourself and role.
Liaison that works with the Standards Associate and MPB Liaison to facilitate communication between the specific SC stakeholder groups and the Monogram Program.
Ensure that everyone is up to date on changes, roles, products/specs in the program, voice concerns with auditing and the program.
Two-way communications.
This presentation is the first step in the process to improving the communications and focusing efforts on improving the quality of the Monogram Program.

2. Monogram Program Board & Monogram 2020
Initiatives to improve Monogram Program quality and improve value of the program to industry stakeholders (Users and Manufacturers)
AUDIT PROGRAM INITIATIVES
Improve the Monogram Program audit quality, effectiveness and rigor
COMMUNICATION INITIATIVES
Better education and outreach to stakeholder groups
MP-SC liaisons – You are better informed, We are better informed
Monogram Program Board is the governing board that reports to CSOEM and provides guidance to the Monogram Program.
Monogram 2020
MPB and API Monogram program staff initiative to improve the program. Provide value back to the stakeholders.
Re-focus on quality of the program.
MPB initiative to improve the audit program – better audits – and to improve communications.
Audit Program Initiatives
Improve consistency of the audit process and standard/spec application; auditor consistency and competency; audit to specific parts of the specifications; shorter focused and more frequent audits; increased audit frequency
Communication Initiatives – Educate stakeholder base; provide better information to all stakeholders; key messages to specific stakeholder groups; reason we are presenting to the SCs
MP Staff – Liaisons – work with Standard’s Associate to keep SCs updated on Monogram Program issues and to have information flow on technical issues coming back to Monogram Program
New specifications and changes to specifications – drive our color coding, audit questions, auditor tools

3. The Meaning of the API Monogram
The use of the API Monogram on product constitutes a representation and warrantee by the licensed manufacturer that, on the date of manufacture, the product conforms to all applicable, current editions of specifications, standards and requirements of API.
Monogram is a protected trademark
Monogram can only be used on new equipment
License is facility and product specific
Licensees must have a API Spec Q1 management system in place
Licensees must meet legally enforceable program requirements
API regularly audits to all the program requirements
Rolling out a refresh to educate the stakeholders on the Meaning of the Monogram.
Actually a 2-page insert in the Standards Program on this topic.
Will be educational materials prepared and posted on the website and to provide to Users on this topic.

4. Where can you help?
COLOR CODING PRODUCTS ELIGIBLE FOR LICENSING (aka LIFs) AUDIT QUESTIONS AUDIT TOOLS & AUDITOR TRAINING MATERIALS
This is really the important aspects of the MP Staff – SC liaison role
Making sure that MP staff stay in tune with changing specifications and new specifications.
Facilitation of the color coding process, identification of the products eligible for licensing, develop the audit questions, and work on auditor tools and training materials.
Audit questions and auditor tools and training materials key to support Monogram 2020 initiatives to improve the consistency and competency of the auditors.
May be worth considering establishment of a TG to address these items

5. Where can you help? Development/Revision of the Specs
COLOR CODING
Required by S1 for any standard that will be used in the Monogram Program
Performed as part of the publication process
Identifies auditable requirements – criteria for products
Used to identify purchaser specified requirements for purchasing guidelines
PRODUCTS ELIGIBLE FOR LICENSING (aka LIFs)
Based on specification and auditable requirements
Adequate design, material, inspection, testing and technical requirements
Provide some more details on what these things are..
Color Coding
Most value when this is completed and reviewed as part of the publication and revision process. After a document has been published it really is not valuable.
Uses pre-defined colors (Annex E of S1) to identify Auditable shalls/requirements, un-auditable items such as may, should, approximate, where applicable, etc, and problems / conflicts
API uses a qualified contractor to generate the output for input to the SC work. Meant as information to inform the development and revision process. Ultimately up to the SC to review and decide if the color coding is relevant and applicable (i.e., a should or an approximation may be perfectly reasonable based on the product and the context it is used in the specification).
Products within scope of document that are eligible for licensing
Need to be specifically identified in the specification
Adequate technical requirements and auditable areas. What is adequate really is up to the SC but should consider design, testing, material and manufacturing requirements.
Lots of purchaser specified requirements are difficult to audit and standardize
Take them to website and show them the LIFs and the purchasing guidelines

6. Where can you help? Audit Program & Auditors
AUDIT QUESTIONS
Requirements checklists for audits
Based on products identified from the color coding and SC review
Give auditors a checklist of requirements to cover based on the specific products
AUDITOR TOOLS & TRAINING MATERIALS
Recent success with 5CRA
SC5 established a TG on “audit effectiveness” and developed some outputs
Options can include process checklists, presentations on the specs and products, identification of critical processes, gap analysis, etc…
The color coding leads the development of the audit questions for the audits.
Audit Questions
Checklists of requirements to be used by the auditors
Concept and original audit questions developed by SC18 TG on auditing based on industry concerns that auditors were not covering enough spec requirements
Went from the initial checklists for 4 specs (6A, 5L, 5CT, and 7 (now 7-1)) to 50 plus.
We have had to adjust some of the original criteria relating to the selection of questions, the wording now just based strictly on the requirements, the number of question and ranking.
These need to be vetted and reviewed by the SC for accuracy and application
Auditor Tools and Training Materials
As part of Monogram 2020 we need to address auditor competencies related the product specifications and improve the technical auditing within the program
Need your help as the SC to identify what’s important, process specifics and to develop auditor training materials
Will be actively looking to form more TGs and get SMEs involved to improve our tools and training materials

7. NCR Website
Report nonconforming product, process and QMS concerns to API Monogram-QR at:
Nonconformance reporting website: OR
Yaw Addae-Mintah at and Aaron Duke at
Information kept confidential
All complaints investigated and actions taken
Website to be updated with process and other information
We encourage all stakeholders to use this site.
We get and review all kinds for reports, product nonconformities, MS issues, capability issues, product failures, some misuse / fraud reports
All NC reports logged as complaints and reviewed by legal and operations for actions.
In most cases we do periodic / for-cause audits to investigate the complaints and take actions against the licensed / certified companies.
The periodic audits focus on the management system and the processes that yielded the NC. This would include a detailed audit of the product realization, customer complaint, CA and NC processes, etc. Complaint information used as sampling data for the system and process audit.
We are not doing failure analysis and investigation but investigating the system issues that lead to the NCs to determine the effectiveness of the system and if the organization MS has generated or has the potential to generate NC products.
Specific actions would include changes in licensing / certification status based on audit results, implementation of corrections and corrective actions to address the issues which could include product recalls, customer notifications,

8. API Monogram-APIQR Programs & ISO 9001: 2015
New version of ISO 9001 due end of this year
APIQR will continue to offer accredited QMS certification in conjunction with Licensing and API Spec Q1 certification
APIQR transition in 6-months
Internal processes, procedures, staff & auditor competence
All ISO 9001 certificates transitioned by end of 2018
API SC18 forming TG to evaluate changes
We will use output from SC18 TG on the evaluation to inform our transition process when it comes to auditor training, etc.
We will keep issuing ISO 9001 certificates in conjunction with our Licensing and Q1/Q2 certification programs

9. API GIS AXIS 2016 – CALL FOR PAPERS
API GIS Exhibition on International Standards
Kuala Lumpur, Malaysia - January 13-15, 2016
Educate the international stakeholders on API standards
Upstream Topics
Quality Management (Q1, Q2, Life Cycle Management)
Monogrammed equipment specifications (wellhead and BOP)
Unconventional exploration and production standards
Deepwater operations
Safety
CALL FOR PAPERS and SMEs to participate
CONTACT Aaron Duke at /
Need help from the stakeholders.
API GIS international conference to educate the international oil and gas community on our standards and their use within the programs.
Have downstream and upstream sessions.
Upstream focusing on quality, equipment specification in the MP, unconventional operations, deepwater operations and safety.
Looking for abstracts for sessions OR those that are interested in participating on the planning committee that will vet and review the presentations.
If you have operations in SE Asia please let them know as we would support the use of local SMEs for the sessions as well.
Contact Aaron Duke with any interest.
There is also a flyer being distributed at the conference.
Looking forward to your participation.

10. THANK YOU Aaron Duke dukea@api.org 1-202-682-8524
Do you need new or revised documents color coded?
Are you concerned about the products in the Monogram Program?
Does your SC want to see the audit questions and review them?
Any concerns about audits and gaps in the program?
Do you have ideas to assist in auditor training and audits?
Interested in more information on API AXIS 2016?
Aaron Duke
Moving forward… I will be the liaison that works with the Standards Associate to keep up to date on happenings and documents that are being revised or published that can have an impact on the Monogram Program.
We would like you to seriously consider some sort of TG or WG to facilitate some of the items we have reviewed.
If you have any questions about the Monogram Program please contact me.
Any questions???