07.2025 Lesson Learned

[Audio] This is our customer training and onboarding video. In this video, we will cover important topics to assist you in your role at our company. We will discuss key lessons learned, how to handle NCs and complaints, and the results from our file and field audits. Additionally, we will address safety incidents and share best practices for maintaining a safe work environment. Let's begin!.

[Audio] In this training, we will be discussing lessons learned in customer training and onboarding. This is the second slide out of a total of eighteen and focuses on gaps identified through field and file audits and customer complaints. Throughout this video, we will go deeper into these areas and the lessons we have learned from them. The text on the slide states "LESSONS LEARNED" which is the main purpose of this presentation, to share valuable lessons learned. Learning is a continuous process and addressing our shortcomings helps us improve and grow. The next line on the slide states "GAPS FROM FIELD/FILE AUDITS AND CUSTOMER COMPLAINTS" which highlights the importance of feedback from internal and external sources. Through audits and complaints, we can assess our processes and make improvements to better meet customer needs. The date on the slide, "30 JUL 2025" reminds us that these lessons are always evolving and it's important to stay updated and adapt. Let's continue our presentation and uncover the valuable insights we can gain from these lessons learned..

[Audio] Slide number 3 of our training on Lessons Learned for Customer Training and Onboarding will focus on the usage of the APAC workbook. The updated SG workbook was introduced in September of 2024, but limited adoption has been noticed in some operational areas. This is a concern, as failure to use the latest workbook can expose Surveyors to potential risks. These risks include calculation errors and inaccurate reporting. The APAC Workbook was designed to improve efficiency and accuracy in our processes by allowing direct upload of inspection data into customer portals. This not only saves time, but also reduces transcription errors and manual data entry. We highly encourage the use of the APAC Workbook to ensure the highest level of data accuracy and traceability. We will discuss more on this topic in upcoming slides..

[Audio] During our Lessons Learned training, we have found that field verification and validation have uncovered certain risk factors. One of the major concerns is the absence of verbal confirmation, which can result in disputes or negative audit findings. This is especially critical for equipment checks, as lack of verbal confirmation can lead to misunderstandings even if the equipment was checked. Lesson 2 highlights the potential for equipment faults to go unnoticed without explicit verification. For instance, a defective bob may remain undetected if one party assumes the other has checked it properly. This underscores the importance of clear and thorough communication during equipment checks. Lesson 3 emphasizes the impact of credibility and trust in the inspection process. It is crucial for inspectors and verifiers to maintain a level of trust and credibility through effective communication. An observation from the field illustrates this point: during a pre-use check, it was noted that the surveyor did not check the bob condition. Upon further investigation, a communication gap was discovered. The surveyor failed to verbally confirm with the verifier that the gauging tape was checked and in good condition after the pre-use check. This example highlights the importance of effective communication during verification and validation. It is essential for both parties to communicate clearly and openly to ensure the accuracy and reliability of our work. As we continue with our training, let's keep these lessons in mind..

[Audio] Effective communication during equipment checks is crucial, as discussed in Lesson 1. It is important to verbalize the checks and physically demonstrate them when a verifier is present to avoid misunderstandings and ensure safety. Confirming completion of tasks with the Verifier is also important to show accountability and avoid assumptions. Clear and confident communication is essential for building trust with Verifiers and stakeholders and emphasizing the importance of safety. To foster a safety-focused culture, always prioritize effective communication during equipment checks..

[Audio] In this training video, we will be discussing Lesson 2, which addresses the issue of misapplication of API tolerances that our team has encountered during field audits. Our surveyors have observed several instances where incorrect tolerances were given, leading to inaccurate data being submitted. For example, one surveyor mistakenly gave a tolerance of 3mm instead of the required 4mm between physical and remote gauges, and another incorrectly stated the tolerance between three consecutive gauge readings to be 1mm instead of 3mm. Our team also noticed that in one case, the surveyor averaged three consecutive readings even though the difference was 4mm, which goes against API standards. Additionally, an incorrect allowable temperature stratification was reported by a surveyor, which can be attributed to a lack of understanding of API standards. It is crucial for all surveyors to have a comprehensive understanding of these standards to ensure accuracy and reliability in our work. Thank you for watching this segment of our training video. In the next lesson, we will discuss more important findings from field audits. Your dedication to maintaining safety and accuracy is greatly appreciated. We look forward to seeing you in the next segment..

[Audio] Throughout our training on Lessons Learned, we will discuss the risk factors identified in our operations. The first risk factor is related to measurement disputes with stakeholders. This can arise when stakeholders provide incorrect tolerances, resulting in disagreements with vessels, terminals, or customers. These disputes not only impact AmSpec's credibility, but also affect the overall commercial outcomes. Another risk factor is non-compliance in custody transfer, specifically regarding the use of incorrect gauge averaging methods. This can lead to inaccuracies in volume measurements, which can significantly impact commercial outcomes. Finally, we must address the issue of credibility and trust. Repeated technical errors may be perceived by customers as a lack of proper training or procedural enforcement within our company. This can damage AmSpec's reputation and potentially result in a loss of trust and business opportunities. It is essential that we remain vigilant and continuously strive to improve our procedures and training to avoid these risk factors in our operations. Let's work together to maintain AmSpec's credibility and trust with our stakeholders..

[Audio] In this customer training and onboarding video, we will discuss key learning points for inspectors regarding NCs and complaints, file and field audit findings, and safety incidents. Our first learning point is knowing the correct tolerances without guessing, but understanding and memorizing them for different scenarios. For remote versus physical gauging, the correct tolerance is 4 mm. When taking consecutive gauge readings, we should aim for an average of 3 mm. When measuring temperature stratification between UML points, the correct tolerance is 1.0 °C. Our second learning point is applying the right procedure for averaging. If three gauge readings differ by more than 3 mm, it is necessary to take a 4th and 5th reading. We should not average if the difference is 4 mm. When unsure, it is best to refer to the API MPMS standards rather than relying on assumptions. It is crucial to be thorough and accurate in our inspections and not rely on assumptions, based on the findings from field verification and validation. We will continue with our training in the next slide..

[Audio] In this lesson, we will be discussing the importance of performing verifications when using ship's equipment. During a recent field audit, it was observed that a surveyor's MMC was incompatible with the vessel's fittings. Despite this, the surveyor proceeded to use ship's gauging equipment without completing necessary cross-verification checks. This oversight was a result of not following proper procedures and not adhering to the pre-use verification process. Such actions can lead to significant risks, including high potential for measurement inaccuracies and volume errors during custody transfer. Furthermore, using unverified ship equipment can lead to customer disputes and damage the company's reputation. It is also important to note that not following customers' instructions is a violation and can result in non-compliance, which can have serious consequences for both the customer and the company. In conclusion, it is crucial to always conduct proper verifications when using ship's equipment to avoid potential risks and maintain compliance with procedures and customer instructions. These are important takeaways from our field audits and verifications..

[Audio] In this lesson, we will be discussing the importance of verification when using a ship's gauging equipment. It is crucial to remember that verification is mandatory and must be performed before using any equipment. This includes checking the condition and cleanliness of the tape, as well as the calibration of the thermometer. Even if the vessel officer has confirmed the equipment is in working order, you are still responsible for verifying it yourself. Using unverified equipment is considered a procedural breach and can render your measurements invalid. For vessel inspections, strict adherence to procedures and standards is required, and failing to verify equipment before use is a serious violation. Please continue on to the next lesson for more important points and best practices..

[Audio] In Lesson 4, we will discuss the importance of staying focused and avoiding carelessness in ullage reading. We will use a case study where a surveyor recorded 2100mm instead of 2110mm for 1 Stbd, which was discovered during the ship's CCR process. This error highlights the need for attentiveness during critical steps, as familiarity and complacency can lead to mistakes. The risk factors associated with such errors are significant. A small 10 mm difference in ullage reading can result in volume discrepancies, leading to disputes. Inaccurate readings can also result in potential claims and financial loss in custody transfer scenarios. It is important to remember that field data directly impacts quantity calculations, and one small error can have a significant impact on potential claims and reputation. To avoid these risks, we must stay focused and avoid complacency in ullage reading and other critical tasks. Double-checking and reviewing our work can help catch any potential errors. As the saying goes, "measure twice, cut once". Let's make sure we fully focus on each step to prevent costly mistakes. Our training and onboarding will improve our skills and prevent errors in the future..

[Audio] In lesson four, we will discuss important learning points for inspectors, starting with the hidden risk of complacency. Becoming complacent can be a common issue when we get too comfortable with our routine tasks. This can lead to decreased attentiveness and a higher chance of making mistakes. To prevent this, it's essential to always stay aware of complacency and take necessary measures to avoid it. Our second key point is the significance of double-checking before recording any information. It's critical to pause and review for errors before noting readings and to confirm with the commanding officer before moving on to the next task. By following these simple steps, we can greatly reduce the likelihood of errors or oversights, ensuring the accuracy and safety of our work. Let's strive for excellence and prioritize safety in all our tasks. Thank you.".

[Audio] This training video is about customer training and onboarding, specifically focusing on lesson 5 which is about Improper Flushing of Sample Bottle. During field audits, it was observed that there is a common issue of improper flushing during sample collection. This can compromise sample quality and damage customer trust. The specific issue seen is a lack of understanding in proper flushing of the first tank's appearance bottle. This can lead to significant risks for our company and customers. Improper flushing can result in misleading visual appearance assessment, leading to inaccurate readings and potential misinterpretation of results. This can have serious consequences, particularly in industries where appearance is important in determining product quality. Furthermore, an off-spec sample appearance due to improper flushing can damage customer trust and confidence in our company, potentially affecting our business and reputation. It is crucial for all training participants to understand the crucial role of proper flushing in maintaining sample integrity. Our surveyors must be fully aware of the risks associated with improper flushing and its negative impact on our customers and business. Thank you for your attention. We will now move on to the next topic for more important lessons and information..

[Audio] We are now on slide number 14 out of 18, where we will be discussing the key learning points for inspectors in regards to the Topics Lessons Learned. Specifically, we will be focusing on NCs and complaints, file and field audit findings, and safety incidents. In lesson 5, we learned about the importance of thoroughly flushing the bottle before taking a sample. This is crucial for ensuring the integrity and representation of the sample, as residue, water, or particles from storage can compromise its accuracy if the bottle is not properly flushed. Our second key learning point is to consistently follow procedures and not selectively. Flushing the bottle from the second tank onward may show inconsistency and weaken the reliability of the sample. We must remember that our habits in the field define the quality of our work. Skipping steps or maintaining poor habits may not have immediate consequences, but can affect test results or lead to complaints in the future. We must maintain discipline and consistency in our routine actions. These key learning points have been highlighted through field verification and validation, and it is imperative that we strive for continuous improvement and adhere to these practices in order to maintain high standards and prevent incidents. Let's move on to the next slide for our final topic..

[Audio] This presentation will cover the CHEVRON STANDARD INSPECTION PROCEDURES and the upcoming CHANGE HIGHLIGHTS for 2024. These procedures are vital for ensuring the safety and quality of our operations. Any deviations from the inspection procedures must be promptly reported to CHEVRON, starting from the job nomination acceptance until completion. This includes situations where the terminal uses auto gauges instead of allowing line displacements. It is essential to inform CHEVRON of these cases in a timely manner. Moving forward, for product loadings, samples must be taken from the manifold at the beginning of the loading process, after 5 and 10 minutes. Furthermore, CHEVRON now requires duplicate custody transfer samples to be sealed on-site by the Inspector. These samples will be used to create official certificates of quality. The sample report must clearly indicate which samples were taken and which are sealed. At a minimum, UML shore tank samples and vessel running samples are necessary for tanks where COQs have been issued. It is recommended to review section 1.1.4.3 for more information on this. In conclusion, it is crucial to follow these procedures to maintain the high standards of CHEVRON. Any deviations must be reported promptly and all samples must be correctly sealed and documented. Let us continue to prioritize safety and quality in our operations..

[Audio] As our training comes to an end, it is important to review some important topics we have covered. One key takeaway from our lessons is the significance of closely monitoring non-conformities and complaints, as well as conducting thorough file and field audits. These activities are essential in identifying areas for improvement and ensuring that we meet Chevron's high safety standards. We must also pay attention to the recent changes outlined in the Chevron Standard Inspection Procedures, with a stronger emphasis on gauging vessel tanks to the nearest millimetre (0.001m) instead of the nearest centimetre (0.01m) by 2024. This level of precision is crucial for maintaining accuracy and ensuring maximum safety. Additionally, when loading condensate, or natural gasoline, on "clean" ships, it must be treated as a clean product and follow specific protocols, including taking manifold samples and first foot samples. By following these procedures, we can ensure that our vessels are safe and compliant. We hope that you will apply this knowledge in your future endeavors to continuously improve safety within our operations. Let's continue to prioritize safety above all else as we move forward..

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