IN-PERSON CLASSROOM SEMINARS

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Pipeline Audit Survival Boot Camp
In Partnership with Kinetic

A Two-Day Classroom Seminar

In this Pipeline Audit Survival Boot Camp, our drill instructors take you through a rigorous training of the four major audit areas: Integrity Management (IM), Operations and Maintenance (O&M), Operator Qualifications (OQ), and Control Room Management (CRM).

This boot camp provides the framework for a proactive, system-like-approach to complying with pipeline regulations. Our instructors will break down each section in a down-to-earth format and add real world examples. Through team exercises, group discussion, and lectures, participants will build a blueprint that will allow them to properly prepare for a successful audit in a highly interactive setting.

Our Drill Instructors:

Leticia Bailey Prevost, Pipeline Compliance Manager, Air Products

Susie Richmond, Manager, Pipeline Compliance and Training, Kinetica Partners, LLC

Darren Hunter, Partner, Rooney Rippie & Ratnaswamy LLP (R3)

What You Will Learn
  • Efficient pre-auditing and use of inspection protocols
  • Records (and their weak links)
  • The preparation of records, reports, unit description and agency questions
  • Public Awareness Plans
  • Training your team members for the inspection
  • Setting the tone for the inspection and working with different personalities
  • Proactively resolving issues during the inspection
  • "Closing the loops" with daily inspection memos and inspection closeout
Seminar Agenda
Untitled Document

Wednesday, September 24, 2014

8:00 - 8:30 a.m. Continental Breakfast and Registration

8:30 - 11:30 a.m.  Operations and Maintenance Inspection

Efficient pre-auditing and use of inspection protocols;

  • Identifying the parameters of the audit
  • Identifying the audit protocols
  • Locating, merging and reviewing records
  • Field preparation
  • Identifying and addressing weak links in records;
  • Filling in the gaps on missing records
  • Record Organization

Preparation of records, reports, unit description  and agency questions;

  • What to prepare
  • How to organize it
  • How to protect it

Preparing your team members for the inspection;

  • Focused and Aware

Setting the tone for the inspection and working with different personalities;

  • Build a team and find common ground
  • Opinions vs regulations

Issue Resolution during the inspection;

  • Field Support
  • Office Support

Daily inspection memos and inspection closeout.

  • Communicating inspection progress, focus and action items
  • Follow up on unresolved issues

11:30 - 12:30 p.m. Group Lunch

12:30 - 5:00 p.m. Integrity Management (IM)
Comprehensive review of the CRM regulations 

  • Scope of Part 192 regulations for transmission integrity management
  • Scope of Part 192 regulations for distribution integrity management
  • Scope of Part 195 regulations for liquids integrity management 
  • How to determine High Consequence Areas (HCAs)
  • Address applicable inspection protocols, advisory bulletins, FAQs, flowcharts, technical reports, other guidance and Appendix E to Part 192
  • History of IM rulemakings
  • Changes on the Horizon

Preparation for a IM audit

  • Know your IM plan
  • Know your system
  • Know your contractors
  • Know your regulators

From an audit perspective for transmission lines and liquid lines, cover:

  • Required elements
  • Identification of HCAs
  • Threat identification
  • Knowledge and training of personnel
  • Baseline assessment plan
  • Direct assessments
  • Internal corrosion direct assessments (ICDA)
  • External corrosion direct assessments (ECDA)
  • Direct assessments for stress corrosion cracking (SCCDA)
  • Confirmatory direct assessments (CDA)
  • Additional preventive and mitigative measures
  • Continuing evaluations and assessments of the system
  • Reassessment intervals
  • Recordkeeping
  • Notices to PHMSA

From an audit perspective for distribution lines, cover:

  • Required elements
  • Mechanical fittings
  • Identify threats
  • Evaluate and rank risks
  • Identify measures to reduce risks
  • Measure performance and monitor results
  • Periodic reevaluation

5:00 p.m. Fall Out! Day One

 

Thursday, September 25, 2014

8:00 - 8:30 a.m. Continental Breakfast and Registration

8:30 a.m. - 12:00 p.m. Operator Qualification Inspection 
Preparation for an OQ Inspection (any inspection really)

  • Know your plan
  • Know and related internal procedures/guidelines (ie Purchasing; D&A, Risk/Insurance)
  • Know the regulation(s)
  • Know your team
  • Know your contractors
  • Know your regulator

PHMSA regulation, Advisory Bulletins and references

  • 192 Subpart N
  • GPTC
  • API 1161
  • ASME B31Q
  • Win DOT

Inspection Guidance

  • Protocol
  • Enforcement Guidance
  • Interpretations
  • Enforcement Action

Build your network

  • Users' group meetings with plan administrators (ie Veriforce)
  • Industry Group Meetings (ie LGA, SGA, API, ASME B31Q committee)
  • Contractor Group Meetings
  • Regulator meetings (federal and state)

12:00 - 1:00 p.m. Group Lunch

 

1:00 - 4:45 p.m. Control Room Management (CRM) 
Comprehensive review of the CRM regulations 

  • Scope of Part 192 regulations
  • Scope of Part 195 regulations
  • Address applicable advisory bulletins, FAQs and other guidance
  • CRM jurisdiction
  • History of CRM rulemakings
  • Changes on the Horizon

Preparation for a CRM audit

  • Know your CRM plan
  • Know your control rooms
  • Know your controllers
  • Know your facilities
  • Know your regulators

From an audit perspective, cover:

  • Roles and responsibilities
  • Adequate information
  • Fatigue mitigation
  • Alarm management 
  • Change management
  • Operating experience
  • Training
  • Compliance and deviations

4:45 - 5:00 p.m. Final Words of Wisdom and Wrap Up

5:00 p.m. Boot Camp Ends…Fall Out!

Hotel and Seminar Information
This two-day seminar will be held at the hotel. The seminar will start promptly at 8:00 AM and will finish at 5:00 PM on the first day. On the second day, the seminar will resume at 8:00 AM and will finish at 5:00 PM. The program includes continental breakfast, lunch, and coffee breaks. Dress is casual for all seminars.
COVID 19 Information: Please click here for the PGS Covid-19 policy. You can confirm each hotel's specific COVID 19 policy using the link(s) provided below.
Registration Fee and Discounts
The price for this comprehensive two-day seminar is $1,495 (USD).
Register online or Call (843) 212-4038.
  • Additional attendees and government employees receive a 10% discount.
  • Register 4 or more attendees and receive 20% Off. Special pricing is available for groups of 5 or more.
    If you want attendees to pay with separate credit cards or have other questions, please call (843) 212-4038 for assistance.
Payments and Cancellations
Payment is due prior to the start of the seminar by Visa, Master Card, American Express, or corporate check. Seminar fees will be charged to your credit card at the time of registration unless other arrangements have been made. Please make checks payable to "PGS Energy Training" 26 Teal Lane • Hilton Head Island, SC 29926. Cancellations will result in a credit that is good for 2 years which can be transferred to a colleague. Substitutions may be made at any time. For more information on PGS policies regarding administrative matters and complaint resolution, please contact our offices at (843) 212-4038.
Who Should Attend

O&G Executives and Managers; Pipeline Project Managers; Safety managers; Compliance Managers; Energy Attorneys; Regulators and regulatory affairs personnel; Engineers; Risk-Management Consultants; Energy Consultants.

Prerequisites and Advance Preparation

None.

Why Choose PGS?

PGS seminars are known for their clear explanations and in-depth content. Register for a PGS class today, and join the over 10,000 energy professionals who have already attended one of PGS's proven programs.

Program Level & Delivery Method
Intermediate level. CPE delivery method is "Group-Live."