Serving the energy industry for over 35 years
By - Jon Brown

Advanced Pipeline Control Room Management
Ongoing Efforts to Continuously Improve Operational Effectiveness & Compliance Status
January 26, 2021 | Online :: Central Time

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The Pipeline and Hazardous Materials Safety Administration (PHMSA) published final regulations on December 3, 2009, for control room management (CRM). Otherwise known as the CRM Rule, these regulations prescribe extensive safety and operational requirements for controllers and control rooms that remotely monitor, and control liquid and gas pipelines regulated under 49 C.F.R. Parts 192 and 195

This course will move beyond reviewing the content of the CRM Rule and its initial implementation, and into the ongoing efforts required to continuously improve an operator’s operational effectiveness and compliance status, while also maintaining adequate levels of preparedness in the event of a state or federal inspection.

Since the initial release of the CRM Rule, additional inspection protocols, frequently asked questions, and regulatory requirements have provided clarity towards intent, but have also added to the complexity of CRM implementation. Meanwhile, operators of liquid and gas pipelines have engaged their regulatory responsibilities under the CRM Rule, including developing, implementing, and documenting policies and procedures, training personnel, and responding to audit requests and enforcement actions.

At a basic level, this course will address the importance of the CRM Rule and its effect on the control room. However, it will also strive to go beyond the basic understanding of the initial release of the rule, and into the details of how operators are effectively, and sometimes ineffectively, responding to the said requirements. From the background and history of the CRM Rule, to the upcoming Gas Mega Rule, this course will help attendees to understand what is required of them, and what they can do to move past initial implementation, into continuous improvement of their CRM Programs.

Learning Outcomes 

  • Attendees shall develop an advanced appreciation for:
    • What led to the creation of the CRM Rule
      • Past incidents and regulatory gaps
      • History of the rule making process
    • The content of the CRM Rule
      • Section by section approach
    • What PHMSA expects
      • Potential areas of focus
      • Documentation
    • How other operators approach CRM
      • In class discussion
      • Operator shares approach
    • How to prepare for an audit
      • Responsiveness
      • Gap Analysis, CAPs, Training
      • Follow up
    • What to expect from PHMSA moving forward
      • Mega Rule
      • Areas of Focus
      • Upcoming Inspection Initiative



EUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).  In obtaining this accreditation, EUCI has demonstrated that it  complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard.

EUCI is authorized by IACET to offer 0.7 CEUs for this event.

Requirements for Successful Completion of Program 

You must be logged in for the entire presentation and send in the evaluation after the course is completed.

Instructional Methods

Case studies, PowerPoint presentations, and classroom exercises will be used in the instruction of this course. 


Tuesday, January 26, 2021 – Central time

9:00 – 9:15 a.m. :: Login and Welcome 

9:15 a.m. – 4:30 p.m. :: Course Timing

12:30 – 1:15 p.m. :: Lunch Break

Background and History

  • Significant Pipeline Incidents and NTSB Recommendations
  • The Rulemaking Process

The CRM Rule

  • Cover Each Section of 49 CFR 192.631 and 49 CFR 195.446
    • Letter of the law
    • Notable FAQs
    • Where other internal teams can help
    • How to address Policy
    • How to address Implementation

Audit Preparation

  • Integrated Inspection Vs. Control Room Inspection
  • Initial Questionnaire
  • GAP Analysis
  • Corrective Action Plan
  • How do Different Roles Help in Audit Prep?
  • How to Best Equip Controllers
  • Document Availability

Audit Experience

  • What to Expect
  • Enforcement Action and Response
  • Review Enforcement Examples

What to Expect from PHMSA Moving Forward?

  • Gas Gathering Rule
  • Upcoming Audit Initiative

Available Resources



Ross Adams, Regulatory Manager, EnerSys Corporation

Ross Adams is an experienced regulatory compliance consultant and client success advocate within the oil and gas industry. His career began in the offshore sector, assisting clients with conforming to the Bureau of Safety and Environmental Enforcement’s 30 CFR 250.1902 Subpart S – Safety and Environmental Management Systems (SEMS) regulations. Grounded in the American Petroleum Institute’s Recommended Practice 75, this regulation is a comprehensive approach towards a proactive compliance culture for the offshore industry. Mr. Adams worked to ensure that clients were compliant with applicable regulations in the context of Personnel Training, Facility Inspections, Hazardous Material Communication, Spill Response, and Mechanical Integrity.

In recent years, Mr. Adams’ area of focus has shifted to the pipeline sector where he works side by side with operators to design, implement, manage, and continuously improve their compliance state as it pertains to 49 CFR 192.631 and 49 CFR 195.446, otherwise known as the Control Room Management (CRM) Rule. Mr. Adams has further demonstrated his knowledge of the CRM Rule via the design and execution of EnerSys’ Compliance Facilitator Program, Audit Support Services. These programs work to ensure clients are audit-ready in advance of either federal or state CRM inspections. 

Mr. Adams is an active member of the American Gas Association, Southern Gas Association, GPA Midstream, and the American Petroleum Institute. Mr. Adams is a graduate of Texas A&M University, holding a degree in Political Science.

Online Delivery

Our courses are designed to be the best possible use of your valuable time – get the information you need to improve your position in the market in an interactive, dynamic format.

We will be using Microsoft Teams to facilitate your participation in the upcoming event. You do not need to have an existing Teams account in order to participate in the broadcast – the course will play in your browser and you will have the option of using a microphone to speak with the room and ask questions, or type any questions in via the chat window and our on-site representative will relay your question to the instructor.

  • You will receive a meeting invitation will include a link to join the meeting.
  • Separate meeting invitations will be sent for the morning and afternoon sessions of the course.
    • You will need to join the appropriate meeting at the appropriate time. 
  • If you are using a microphone, please ensure that it is muted until such time as you need to ask a question.
  • The remote meeting connection will be open approximately 30 minutes before the start of the course. We encourage you to connect as early as possible in case you experience any unforeseen problems.


Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

If you are unable to attend at the scheduled date and time, we make recordings available to all registrants for three business days after the event

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