how to survive an audit & five ways to improve your
TRANSCRIPT
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
We protect people and the environment
by helping customers safely and efficiently
manage the world's energy infrastructure.
How to Survive an Audit & Five Ways to Improve Your Cathodic Protection Data
Management December 5, 2014
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
Webinar Basics
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All Participants Muted
Submit Questions Here
Recording will be available at
www.aiworldwide.com/pcstechnicalsupport
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
Agenda
• AI Overview
• How To Survive an Audit (and how we can help)
• Pipeline Compliance System Software (PCS) Overview
• Cathodic Protection Data Management (CPDM) Overview
• The Five Benefits of CPDM
• Summary/Questions
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© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
Introductions
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Chuck SchirberSales Manager
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
More than 85% of top US Oil & Gas companies use American Innovations
Our hardware, software and services transform the way companies collect, analyze & report
compliance information.
American Innovations
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
American Innovations
Pipeline
Compliance
Software
Allegro® field computer
Bullhorn™ remote
monitors
Micromax® current
interrupters
Remote Monitoring
& Field Data
Collection
Industry standard modular
compliance software
Product training
Data collection & loading
System integration
PCS Admin
Integrity
Management
RIPL software
Risk analysis
High consequence area
analysis
Valve placement studies
InLine inspection
program management
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
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Proud Supporters of Our Community
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
We protect people and the environment
by helping customers safely and efficiently
manage the world's energy infrastructure.
How to Survive a Field Audit
Steve Hamblin
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
Questions to ask before the audit
• What type of inspection is being conducted?
• Will there be field evaluations involved?
• What type of information will be reviewed?
• At what location will the inspection occur?
• How long will the inspection be?
• When will the inspection occur?
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
TYPES of Inspections
• Review of records for specific compliance issues
• Review of specific pipeline facilities
• Review of specific circumstances related to design, installation, operations or maintenance
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
Field Evaluations• Conducted by regulators to verify actual
compliance to the regulations and company procedures.
• Regulators have an opportunity to evaluate the operators skill and ability to conduct tests in the field.
• Operator needs to be able to do the tests that are expected to be conducted to show compliance to the regulation.
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
Location of Inspection
• When there are multiple work sites determine the locations that the inspection will be conducted.
• Try to make sure the location is in the same area as the records and field evaluations.
• If records are kept at outlying sites make an effort to either get the records or schedule an inspection for that location.
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
When & How Long?
• Know the date and time frame for the inspection.
• Know when you are needed or people that you supervise are needed.
• Determine the extent of this involvement
• Schedule adequate time for the inspection
• Add time for the unexpected!
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
Once the Questions are Answered
• Try to access a copy of the inspection form to be used in the inspection
• Review any similar inspection forms from past inspections conducted.
• Don’t be afraid to prepare for obvious questions.
• Don’t try to change any deficiencies that cannot be corrected.
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
Things to do During the Inspection
• Provide the records in the proper format for the company
• Provide the records requested during the inspection
• Allow time for unexpected requests
• If the information is not in the format of the request can it be put in that format
• What would be the time frame for getting the information into that format.
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
How to handle the Inspector
• Inspectors vary in personality and expertise just like the operating personnel
• Respect and Understanding go a long way for both parties.
• There will be disagreements within the framework of the inspection process.
• The disagreements can stem from personal preference to interpretation of information
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
After the Inspection is Completed
• Determine the need for additional information.
• Determine if there were deficiencies that need to be corrected.
• Provide a means and time frame for correction or the reason the deficiency does not apply.
• Notify additional company personnel of the concerns.
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
Conclusion
• Do not be intimidated by an inspection or inspector.
• Every one worries about inspection prior to the inspection
• Show the work you actually perform and be open to new ideas
• Discuss in detail any suggestions made by the inspector
• Determine if suggestions can help your operation and make changes only when improvements are beneficial.
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
Conclusion
• Do not be intimidated by an inspection or inspector.
• Every one worries about inspection prior to the inspection
• Show the work you actually perform and be open to new ideas
• Discuss in detail any suggestions made by the inspector
• Determine if suggestions can help your operation and make changes only when improvements are beneficial.
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
What is Pipeline Compliance System (PCS) Software?
• More than just an audit tool
• Industry standard for managing Cathodic protection data since 1985
• 85% of Transmission and 35% of Distribution pipeline operators utilize CPDM
• CPDM is American Innovations flagship product
• Customizable to the way YOU do business
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Scalable, Modular Software
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
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CPDM At-a-Glance
An Indispensable Tool for Continuous ImprovementCPDM Helps You:
Collect Analyze
ReportAct
-Inspection-Maintenance-Operational data-Work order data
-Comprehensive analysis of information from all data sources –current and historical
-Compliance Reports-Delinquency Reports-Exceptions Reports-Facility Schedules-Survey
-Make time-critical, accurate data-driven decisions. -Plan surveying and maintenance
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
Routing
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• Facility routing provides a method for you to establish and share geographic reading routes
• Routes ensure the most efficient path is followed for data gathering using mile post, address, premise ID, and any other unique identifier
• Routes can be downloaded to handheld Allegro Field PC or sent to data collection sheets
Benefit 1 – Improves Operational Efficiencies
Organize Route by utilizing any unique
Identifier: geographically, address,
etc.
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
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Benefit 2 – Saves MoneyAllocation of Manpower – Save time and money by scheduling multiple surveys on the same route based on geographical location
Predictive, Targeted Maintenance – Understand where maintenance/mitigation efforts should be prioritized and take timely action
Predict Troubled
Areas
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
Benefit 3 – Expands Knowledge
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Consolidate Multiple Data Types – Analyze as many records as you need, and compare historical to current data to identify trends and make informed decisions.
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
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Benefit 4 – Ensures Compliance
Scheduling – Easily set up and helps you stay on top of what’s due
Email Notifications – Receive notifications right in your inbox
Exception Reports – Easily pull reports on test points that don’t meet criteria and need your attention
Delinquency Reports – Quickly pull reports for past due inspections
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
Benefit 5 – Integrates Seamlessly
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Works in Conjunction with:-Allegro Field Data PC-Bullhorn Asset Tracker (BAT)
Straightforward Data Exchange with:
-Work Management Software-GIS Systems-Risk Assessment Software-Other External Applications
Import/Export from multiple types of systems/applications
© 2014 American Innovations
We protect people and the environment by helping customers safely and efficiently manage the world's energy infrastructure.
Summary
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CPDM:
• Improves Operational Efficiencies
• Saves Money
• Expands Knowledge
• Ensures Compliance
• Integrates Seamlessly
Contact me for a DEMO:
Chuck Schirber (713) 456-9399