ISO 29001:2020 Oil & Gas QMS Templates
ISO 29001:2020 Oil & Gas QMS Templates
ISO 9001 supplies the discipline; ISO 29001:2020 adds what the petroleum, petrochemical and natural gas industries require on top of it.
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Read the guide: A Complete Guide to ISO 29001:2020 — Quality Management for the Oil, Gas & Petrochemical Supply Chain

By document type
| Category | Files |
|---|---|
| Manuals | 2 |
| Procedures & SOPs | 18 |
| Forms & Records | 54 |
| Checklists & Audit Tools | 11 |
| Registers, Logs & Matrices | 1 |
| Training & Awareness | 5 |
| Guides & Work Instructions | 6 |
Key documents
| Reference | Document | Format |
|---|---|---|
| QM-01 | Quality Manual | Word |
| QP-13 | Procedure for Contingency Planning | Word |
| QP-14 | Procedure for Management of Change | Word |
| QP-01 | Procedure for Risk Assessment | Word |
| F-SYS-14 | Contingency Plan | Word |
| F-SYS-12 | Risk Assessment and Opportunity Sheet | Word |
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Overview
ISO 29001:2020 specifies quality management system requirements for the design, development, production, installation and service of products for the petroleum, petrochemical and natural gas industries. It supplements ISO 9001 with provisions for the particular risks and technical demands of these sectors, where reliability, safety and defect prevention are paramount, and it reaches manufacturers of equipment and materials as well as related service providers. On top of the Annex SL structure and risk-based thinking it inherits, it adds sector requirements for design control, contingency planning, preventive maintenance and validation of processes.
This set models the business as a chain of processes: production and blending, quality control and product release, storage and preservation, dispatch and delivery, engineering and maintenance. The operational layer is where the sector shows — incoming material inspection, blending readiness, finished product release, preservation checks, preventive maintenance checkpoints, defined calibration periodicity and a housekeeping, HSE and layout inspection.
What this system covers
- Production and blending control — readiness before a run and control during it
- Quality control and product release — incoming inspection, release and disposition of nonconforming output
- Storage, preservation and dispatch — protecting product identity and condition to the customer
- Design and development — planning, review, verification, validation and change control
- Engineering and maintenance — maintenance schedules, equipment history, critical spares and calibration periodicity
- External provider control — purchasing, and the evaluation, selection and approval of suppliers
- Risk-based governance — risk assessment, quality objectives, internal audit and management review
- Competence and awareness — competence requirements, induction and ISO 29001 awareness material
Who it's for
Built for quality and operations managers at blending plants, refineries and manufacturers of equipment and materials serving the energy supply chain. The trigger is usually a major operator's procurement process asking suppliers to demonstrate conformity, or a scheduled audit by an accredited certification body. The plant ends up with production control, release, maintenance and supplier management traceable to the clauses an auditor asks about.
Everything you get
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If a document is wrong, missing or not as described, tell us within 14 days. We fix it or refund you.
Frequently asked questions
What exactly do I receive?
A downloadable ZIP containing the full set of ready-to-use documents for this toolkit — manuals, procedures, forms, records, checklists, guidance and training material, all in editable Word and Excel format. The exact document count is shown at the top of this page.
Are the documents really editable?
Yes. Every file is native Microsoft Word or Excel — no locked PDFs. Add your logo, change wording, and tailor the content to your organisation. The toolkit is yours to keep and reuse.
Does this certify my organisation?
No. These are documentation toolkits aligned to the relevant standard to help you prepare. Certification itself is issued by an accredited certification body after their audit. Our toolkits give you a strong, audit-ready starting point.
How is it delivered?
Instantly and digitally. There's no physical shipment — you download the files right after payment and receive a backup link by email.
Do I get updates?
Yes, for 12 months. Fixes and revisions to this toolkit are free for 12 months from your order. Email us with your order number to get them.
What is your refund policy?
If a document is wrong, missing or not as described, tell us within 14 days of your order. We fix it or refund you. If you have not downloaded yet, we can cancel the order and refund you in full. We don't refund a change of mind after download. See the Refund policy.
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