Serving the energy industry for over 30 years
By - Jon Brown

Advanced Pipeline Control Room Management
Lessons Learned, Enforcement Trends, Metrics and Guidance
October 30, 2018 | Houston, TX

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The Pipeline and Hazardous Materials Safety Administration (PHMSA) published final regulations on December 3, 2009, for control room management (CRM). The regulations prescribe extensive safety 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. 

Owners and operators of liquid and gas pipelines have significant and ongoing regulatory responsibilities under the CRM Rule, including developing, implementing and documenting policies and procedures, training personnel, and incorporating CRM requirements into operations across pipeline systems. Although called Control Room Management, regulations have broad implications to the operation and maintenance of pipeline systems. Recent CRM Inspections by PHMSA resulted in significant findings of deficiencies and enforcement. This Advanced Pipeline Control Room Management course will review the regulation and specific issues with implementation. Attendees will be instructed on how to reach the next level of continual improvement with their CRM plan, development of meaningful metrics, and ensuring ongoing implementation of the plan. PHMSA audit findings and trends will be shared and discussed. 

Note: This course is not designed to provide OQ certification for controllers. It is designed for control room managers, in-house counsel and compliance managers.


Learning Outcomes 

  • Review knowledge of control room management (CRM) regulations 
  • Review the CRM audit process 
  • Discuss techniques and tips for identifying and addressing deficiencies in your CRM plan or CRM implementation 
  • Identify how to best prepare for CRM audit interview 
  • Discuss the role of compliance managers and in-house counsel in managing audits in achieving and demonstrating compliance 
  • Discuss controlling and protecting company records while demonstrating compliance 



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 0.8 CEUs for this event.


Requirements for Successful Completion of Program 

Participants must sign in/out each day and be in attendance for the entirety of the course. 

Instructional Methods

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


Tuesday, October 30, 2018

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


8:30 a.m. – 5:00 p.m. :: Course Timing


12:00 – 1:15 p.m. :: Group Luncheon

CRM Background & Overview

  • NTSB Study and recommendations
  • Rulemaking
  • Advisory bulletins
  • Applicability and exclusions
  • Regulations vs. best practices

Required Documents & Procedures

  • Normal and abnormal operating conditions and emergencies

Adequate Information

  • Display standard
  • Point to point verification
  • Communication and training: test and verify
  • Backup
  • SCADA systems
  • Shift change and hand-over

Fatigue Mitigation & Managing Hours of Service Requirements

  • HOS rules and emergency deviations
  • Workload analysis
  • Fatigue mitigation strategies and documentation issues
  • Incident/near miss investigation
  • Research and best practices
  • Metrics and performance measurement

Alarm Management

  • Defining “safety related” alarms
  • Developing and validating alarm philosophy
  • Managing and correcting alarm set points
  • Alarm bundling and overload
  • Benchmarking and performance metrics
  • Addressing deficiencies
  • Managing pipelines and multiple SCADA systems
  • Documentation or periodic, monthly and annual requirements

Change Management

  • Understanding the rule and how it applies beyond the control room
  • Engaging stakeholders

New CRM Regulations


Charlene B. Wright,Managing Member, Wright & Associates PLLC 

Ms. Wright advises clients on complex federal and state laws, agency regulations and industry standards including the Pipeline Safety Act, Federal Hazardous Materials Transportation law, Occupational Safety and Health Act, (OSHA) Toxic Substances Control Act, (TSCA), the PCB Mega Rule, LP Gas Code and NFPA Standards. 

She represents clients in compliance, enforcement and permitting matters include those under the authority of the U.S. Pipeline and Hazardous Materials Safety Administration (PHMSA), Federal Energy Regulatory Commission (FERC), Bureau of Ocean Energy Management (BOEM), U.S. Environmental Protection Agency (EPA), Federal Motor Carrier Safety Administration (FMSCA), United States Coast Guard, (USCG), State and Local LP Gas Agencies, the Texas Railroad Commission, and Transport Canada. Her experience includes drafting comments to proposed rules impacting the industry and analysis of legislative initiatives. 

Ms. Wright defends energy clients in litigation resulting from rupture, leak, fire and explosion in state and federal courts. She has handled litigation in California, Colorado, Illinois, Kansas, Michigan, Minnesota, Missouri, New Mexico, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Utah, and Wisconsin. 

Alex Monetti, Associate, Wright & Associates

Alexander Monetti advises clients on federal and state environmental regulations, pipeline safety regulations and occupational health and safety laws impacting the oil and gas industry and the transportation of hazardous materials in North America.

Mr. Monetti conducts privileged environmental audits at pipeline facilities and assists with permitting applications and failure investigations. He assists clients with preparation for federal and state pipeline safety regulator audits.


hotel photo

Hyatt Regency Houston

1200 Louisiana St

Houston, TX 77002

Reserve your room:

please call 1-713-654-1234

Please indicate that you are with the EUCI  OCTOBER HOUSTON group to receive the group rate.

Click here to book online

Room Block Reserved For:

Nights of October 28 – 29, 2018

Room rate through EUCI:

$193.00 single or double plus applicable taxes
Make your reservations prior to October 8, 2018.


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