Material Cataloguing , Specification and Contract

Introduction

This 5-day course covers practical considerations essential to achieve major improvements in planning, buying, storing and disposing of the vast array of materials and spare parts needed in the oil and gas industry. Evolving best practices by major oil and gas companies are explored as three inter-related modules for inventory management, warehousing, and investment recovery.  This unique Material Cataloguing, Specifications & Storage Planning training course is aimed at assisting delegates to develop skills and competence on how to establish and maintain a comprehensive materials and product catalog to support business and operations covering all operational, maintenance and support activities. Skillset on how to ensure timely supply and services of the right products from the right sources will also be covered. Understanding and confidently provide standard product specification in line with approved standards such as API, ASTM, BS, JIS, DIN and other renowned standards.

Delegates would be able to equip themselves on how to categorize and integrate the master product catalog into User’s Parts list of equipment/plant and machinery including production, maintenance, and construction materials list. This training course will also provide delegates on how to effectively maintain records related to products, standards, specifications, and certifications to ensure the prompt provision of information including statistics and exercises related to the master catalog.

In many companies, spare parts stock represents a major investment that should ensure that the right parts are always available when needed. However, in reality, this is not the case and companies find that they have too much capital tied up and that equipment is stopped waiting for a spare.

Objectives

Upon the successful completion of this course, participants will be able to:-

• Apply the latest techniques in material cataloging and determine the various specifications of engineering materials including bearings, belts, couplings, gaskets, seals, chains, sprockets, valves, pipelines, piping, fittings, flanges, bolts, nuts, and blinds
• Identify the various specifications of metallic and non-metallic materials including iron, steel, alloys, copper, aluminum, plastics, rubbers, ceramics, glasses, and composite materials
• List spare parts and manage inventory and stores in a professional manner.
• To review, analyze and classify the stock (inventory) line items for its adequacy and completeness of specification, catalog group, validity, compliance and its linkage of the user’s requirement.
• Know how to gather and assemble data of non-stock materials (direct purchase materials) from various user divisions/departments
• Able to classify and assign appropriate product group and to integrate with master product catalog
• To understand how to develop unique product/catalog identification code/part identifications for all products and services in line with International accepted cataloging system and procedure to ensure technical and commercial integrity of the product and equipment
• Ability to use Configuration Management Systems
• To appraise standard technical specification, acceptable quality standards and in compliance with global Health, Safety, Environment and Quality Management systems
• Know how to assign storage and handling procedure based on the manufacturer’s guidelines
• Implement your new knowledge and skills of material cataloging in your CMMS and go back to your workplace with confidence 

Training Methodology

Who Should Attend?

Course Outline

Day 1: Essentials of Material Cataloguing, Specifications & Storage Planning

• What is a Material Catalogue?

• The Process for Creating a ‘Catalogue’

• Deciding what to catalogue

• How to catalogue materials

• Author information

• Title information

• Series information

• Production details

• Place of Production

• Illustrations

• Notes

• Identify Material for Cataloguing

• Submit Request, Review and Catalogue Item

Day 2: Technical Integrity of the Materials Cataloguing & Storage Planning

• Catalogue Coding Standards

• Maintaining the Materials Catalogue

• Reviewing materials catalogue to ensure it is in the specified templates/format

• Configuration Management Issues, Problems and Challenges and how to rectify

• How to Monitor and Control the Grouping

• Coding and Linking related to technical documents, plans, bills and drawings

• Approved Standards of Items, Materials, Products and Equipment

• Change Management System dealing with a change request

• How to ensure completeness of equipment and materials data in the Materials Management System

Day 3: Commercial Integrity of the Materials Cataloguing & Storage Planning

• Payment approval process – Supervision and checks of suppliers/vendors invoices

• Commercial Configuration process to improve interchangeability and deliverability

• The physical verification process, onsite visits in coordination with Inventory Control, Warehouse Operations and User’s requirements.

• Dealing with replicated and duplicated items

• Review and coordinate with vendors and manufacturers on materials and equipment specifications following queries raised during procurement and purchase

• Analysis, evaluation and coordination with Users and Inventory Control for acceptance and ensure system updates of new requirements, change request and purchase datasets

Day 4: Enhancing Materials Catalogue Management and Optimum Storage Planning

• How to deal with Obsolete and Substitute Offers

• Coordinating the collection of relevant data, service, location details, part list and drawing of Obsolete Equipment and Parts

• Potential Issues, Problems and Challenges of Obsolete and Substitute Materials and Equipment

• Gaining acceptance of substitute materials specifications for the introduction of new products

• Version control and monitoring of items of obsolete and substitute materials & equipment

Day 5: Materials & Storage Standards and Specifications

• Alternative Specification and Alternative Sources with acceptable material specification

• Multisource approaches to reduce monopoly by the single-source supplier (achieving economies of scale)

• Coordination with end-users, technical departments and manufacturers to facilitate in identifying all hazardous substances

• Modification of buying description to comply with the relevant safety standards, clauses and codes of practices in accordance with the International Safety Regulations (IMDG, SOLAS, DOT)

• Supervision, control and monitoring of Materials Safety Data Sheets for all Hazardous Materials