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Pipeline Audit Survival Boot Camp!

November 6, 2019 @ 8:00 am - November 7, 2019 @ 5:00 pm


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

For each major branch of the regulations, we crawl, jump and climb into:
• A comprehensive overview for each audit area
• Efficient pre-auditing and use of inspection protocols and considerations if available
• 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

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.

Day One Agenda

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

Fall Out! Day One

Day Two Agenda
8:00 – 8:30 a.m. Continental Breakfast

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
• Know the changes in the temperature of OQ
• PHMSA regulation, Advisory Bulletins and references
• 192 Subpart N
• API 1161
• Win DOT
• Inspection Guidance
• Protocols
• Enforcement Guidance
• Interpretations
• Enforcement Action
• Build your network
• Users’ group meetings with plan administrators
• 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
Boot Camp Ends…Fall Out!

Our Drill Instructors Bios

Bob L. Tyner, Owner, Tyner Consulting Services
Bob Tyner is the founder of Tyner Consulting Services (TCS), a consulting firm focusing on Control Room Management, Job Performance Evaluations, Underground Damage Prevention, and regulatory compliance. He has extensive experience in all aspects of the gas industry from the operations side to the regulatory compliance side.
Prior to starting Tyner Consulting Services (TCS) in 2013, Mr. Tyner was responsible for the operation and regulatory compliance for DOT Pipelines, and gas processing plants for a mid-sized production company. His duties included being part of the team that developed all of the required DOT required programs, PSM program, and the primary evaluator for the operator qualificator program for DOT pipelines. Bob was the supervisor for gas plants, and pipeline operations. Mr. Tyner has worked 35 plus years in many different capacities in the gas industry and has taught oilfield safety classes at Taft Community College (WESTEC).
Bob is currently a consultant working with many different companies focusing on control room management, job performance evaluations for several operator qualification programs, and underground damage prevention, primarily teaching utility locator classes. His knowledge of safety, DOT, specifically CRM, and damage prevention assists in identifying program gaps for his clients.

Jim Schultz, Operations Manager, Stagecoach Gas Services, Owego NY/NS1,NS2,Stagecoach Storage, and M1S Facilities
As Manager of Operations, Jim oversees the daily operational needs of the facilities and daily gas control and compliance tasks at Stagecoach Gas Services. This specifically includes the entire Control Room management and implementation into the company’s Enersys system. The system comprises all aspects of the recording log as well as the implementation of all compliance tasks as they continue to come forward through increased federal audits. Jim is also responsible for all audits and documentation for the organization.
Prior to his current role, Jim spent 12 years at Inergy Midstream as an Operator/Gas Control at Stagecoach Storage. Jim’s duties beyond gas control included anything that needed to be done operationally for the facility. This included shortly after he was hired building a machine shop that has been used to produce many different devices that have been needed for Inergy Midstream operations.
Before joining the gas industry Jim spent 37 years as a tool and die maker and manager, designing and manufacturing custom tooling used in the production of Aerospace, Automotive and Military components.

Warren Miller, Owner, Warren Miller Enterprises, LLC
Warren is the founder of Warren Miller Enterprises, LLC, a consulting firm focusing on regulatory compliance in the pipeline industry. He has extensive experience in all aspects of the natural gas and hazardous liquid industry from the regulatory compliance side.
Started Warren Miller Enterprises, LLC in April 2016, providing regulatory assistance, consultation and training to the pipeline industry. Specialties are Operator Qualification and Operations and Maintenance programs, regulatory training and guidance, and audit assistance (preparation and post audit).
In 2014, Warren worked at Veriforce over two years as Senior Regulatory Compliance Specialist, where he provided program assessments, procedure development, covered task development, regulatory training and regulatory assistance for operators and contractors.
Warren served with the Pipeline and Hazardous Materials Safety Administration (PHMSA) of the Department of Transportation (DOT) for more than 22 years. He joined the PHMSA Office of Pipeline Safety in Denver in September 1991, as a Petroleum Engineer. His duties included inspection of interstate and intrastate operations of hazardous liquid and natural gas pipelines from construction through operations, development of compliance actions addressing deficiencies found during inspection, support during specific hearings, and accident investigation. He also performed duties as a State Liaison where he evaluated the pipeline safety programs of the twelve states in the Central Region for seven years.
He later co-developed the inspection protocols, forms, training and guidance for the OQ regulations and represented PHMSA on the ASME B31Q Qualification of Pipeline Personnel Technical Committee until he retired in 2014. Warren also chaired a federal and state committee for ensuring a consistent inspection process and assisted training federal and state inspectors on OQ. In 2010, he facilitated the PHMSA OQ Federal/State Committee, whose charter was to address issues that arose in the field as inspectors inspected OQ programs and to investigate quality management benefits. Prior to his retirement, he assisted in drafting the OQ NPRM and performed an analysis and study on quality management and where it could be used in the pipeline industry. Warren retired as an Operations Supervisor overseeing six inspectors.
He maintains status as a current member of the ASME B31Q Standard Committee.  Prior to 1991, Warren consulted in the oil and gas industry for numerous operators that did not have staff to drill and complete oil and natural gas wells. He worked from Texas to Wyoming while assisting operators with regulatory requirements, from staking the location of the wells, drilling, completion and connecting production to gathering lines.


November 6, 2019 @ 8:00 am
November 7, 2019 @ 5:00 pm


Denise Raymond


Crestwood Midstream Partners
811 Main St suite 3400
Houston, TX 77002 United States
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