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CRM-Brochure-V2

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A NEW GENERATION IN AUTOMATION<br />

improve your <strong>CRM</strong> performance and COMPLIANCE<br />

CONTROL ROOM<br />

MANAGEMENT SUITE<br />

REAL-TIME<br />

MONITORING<br />

ü<br />

PHMSA<br />

COMPLIANT


PHMSA COMPLIANCE<br />

API 1165, API 1167, and API 1168<br />

The Pipeline Safety Enforcement Program is designed<br />

to monitor and enforce compliance with pipeline safety<br />

regulations and confirm operators are meeting PHMSA<br />

expectations for safe, reliable, and environmentally sound<br />

operation of their facilities.<br />

PHMSA <strong>CRM</strong> Categories<br />

INFRASTRUCTURE<br />

■ General Applicability & Definitions<br />

■ Alarm Plan<br />

IT<br />

■ Roles and Responsibilities<br />

■ Adequate Information<br />

■ Displays Standards<br />

■ Fatigue Management<br />

■ Alarm Management<br />

■ Alarm Philosophy<br />

■ Alarm Response Procedure<br />

■ Change Management<br />

OPERATIONS<br />

■ Operating Experience<br />

■ Training<br />

■ Compliance Validation<br />

■ Compliance Deviations<br />

NuGen's Complete <strong>CRM</strong> Suite addresses all of the PHMSA<br />

<strong>CRM</strong> categories resulting in a smooth, organized process<br />

that allows for successful Control Room Management.<br />

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learn everything<br />

about Your CONTROL ROOM<br />

Manage your entire <strong>CRM</strong> program in one interface with<br />

the NuGen Control Room Management Suite.<br />

REAL-TIME REPORTING<br />

Our comprehensive suite of<br />

specialized tools, documentation<br />

and training materials is designed<br />

to promote compliance.<br />

REAL-TIME<br />

REPORTING<br />

100%<br />

PHMSA<br />

COMPLIANT<br />

“We have a proven track record in<br />

helping clients pass PHMSA <strong>CRM</strong> Audits<br />

and maintaining compliance.”<br />

NUGEN <strong>CRM</strong> SUITE (includes):<br />

■ Documentation Creation & Control<br />

■ Alarm Management Tools<br />

■ Fatigue Management Tools<br />

■ Real-time Workload Study<br />

■ Schedule Management<br />

■ Training<br />

■ MOC Tool<br />

■ Event/Incident Management<br />

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100%<br />

PHMSA<br />

COMPLIANT<br />

REAL-TIME WORKLOAD STUDY<br />

WORKLOAD STUDY<br />

NuGen’s analytical tools can help create a real-time workload study<br />

program, and immediately identify specific workload metrics burdening<br />

your control center.<br />

■ The only real-time workload study that is 100% PHMSA Compliant.<br />

■ Easily perform comprehensive data analysis<br />

■ Dynamic asset management system that helps the operator distribute<br />

resources and balance the workload within the control center.<br />

Workload Study<br />

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Workload Activity by Console<br />

Workload Activity Split<br />

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IS YOUR CONTROL ROOM FATIGUED?<br />

FATIGUE MANAGEMENT<br />

NuGen can help craft a program based on our custom Fatigue<br />

Management Tools that simplifies managing your Controller workforce<br />

while complying with <strong>CRM</strong> requirements. These tools include features<br />

that allow you to:<br />

■ Easily manage work schedules regardless of complexity<br />

■ Identify HOS exceptions (Hours of Service)<br />

■ Project possible exceptions with vacation coverages<br />

■ One-click reporting processes with email functionality<br />

Hours of Service Detail<br />

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SCHEDULE MANAGEMENT<br />

The NuGen Schedule Management module is designed to handle all<br />

of your scheduling needs. These tools help eliminate spreadsheets<br />

and manual processes to account for vacation scheduling, shift<br />

management, and overtime tracking. Staff coverage adjustments and<br />

adding controllers, consoles or assets can be easily achieved through<br />

the dashboard suite as well.<br />

Key Features:<br />

■ Manage and Adjust Schedule<br />

■ Forecasts Threshold Violations<br />

■ Identifies “Night to Day” Violations<br />

■ Recognizes lapses in control room coverage<br />

■ Tracks HOS<br />

■ View Monthly Schedule<br />

■ By Console<br />

■ By Controller<br />

Monthly Schedule by Console<br />

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ALARM MANAGEMENT<br />

The most time consuming and costly parts of <strong>CRM</strong> compliance<br />

are the alarm management provisions. NuGen has a proven set of<br />

tools and staff that can make the alarm management process more<br />

efficient, which in turn cuts cost.<br />

■ NuGen Alarm Rationalization Tool: NuGen has developed a<br />

tool that helps manage, record and automate all of your alarm<br />

compliance tasks required by API 1167. Our tools can be configured<br />

to be fully compatible with many SCADA products, creating a onestop<br />

shop for your alarm rationalization needs.<br />

Alarm Rationalization Tool<br />

■ NuGen Alarm Management Dashboards: Utilizing the latest<br />

in business intelligence technologies, NuGen can integrate with<br />

your SCADA platform and display existing alarm configuration and<br />

history through a visual interface to help eliminate the tedium of<br />

regulatory alarm analysis tasks.<br />

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The fully customizable visualization tools will replace most manually<br />

generated reports and allow for efficient analysis of alarm data,<br />

expediting issue identification and resolution.<br />

Alarm Management<br />

Nuisance Alarms<br />

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CONTROL ROOM MANAGEMENT<br />

and OTHER REGULATORY COMPLIANCE<br />

NuGen's audit proven <strong>CRM</strong> suite coupled with our experienced staff can<br />

create a new, or modify your existing <strong>CRM</strong> program to conform to and<br />

meet all regulatory requirements regarding pipeline control rooms.<br />

COMPLIANCE EXPERIENCE<br />

The American Petroleum Institute (API) publishes updated standards on an<br />

annual basis. NuGen Automation can help you understand and implement<br />

these standards to your <strong>CRM</strong> program to maintain compliance with PHMSA<br />

regulations. With over 20 years of hands-on control room management<br />

experience, we understand the challenges that operators and managers face<br />

while trying to preserve safe pipeline operations, manage personnel, and apply<br />

change to control room policy.<br />

AUDIT SUPPORT<br />

■ NuGen can examine your existing <strong>CRM</strong> program and through our knowledge<br />

and industry experience, perform a “gap analysis” and identify areas of<br />

improvement prior to a formal PHMSA audit.<br />

■ NuGen can support your staff during PHMSA audits to help guide the process<br />

towards a successful outcome.<br />

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CHANGE MANAGEMENT<br />

Changes made to SCADA, field equipment or operations can<br />

affect control room operations. NuGen’s MOC application<br />

handles the change process from initiation to completion,<br />

satisfying PHMSA regulations.<br />

Some advantages of the MOC application:<br />

■ Controlled user access<br />

■ Web-based user interface<br />

■ Process to Identify and Evaluate MOC’s<br />

■ Process to Approve MOC work<br />

■ Process to track Implementation of MOC work<br />

■ Process to close out MOC’s<br />

■ Database logging to track activity and MOC life cycle<br />

MOC Tool<br />

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DOCUMENTATION<br />

The documentation requirements for PHMSA regulations are<br />

extensive.<br />

Keeping operational procedures, field procedures, and <strong>CRM</strong> documentation<br />

current and compliant can be a daunting task. NuGen can help you meet<br />

the latest PHMSA requirements by developing new, or modifying your<br />

existing <strong>CRM</strong> documentation.<br />

TRAINING<br />

Ensuring that your operations staff is properly trained and competent to<br />

perform their roles and responsibilities is a must. NuGen’s training program<br />

provides a working knowledge of the pipeline system, especially during<br />

the development of abnormal operating conditions. Our training program<br />

includes the following elements:<br />

■ Pipeline Controller Roles and Responsibilities<br />

■ Adequate Information<br />

■ Alarm Management<br />

■ Change Management<br />

■ Operating Experience<br />

■ Fatigue Risk Management<br />

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COMPLIANCE<br />

The NuGen Automation <strong>CRM</strong> Suite allows an operator to manage their<br />

entire <strong>CRM</strong> program in one dynamic interface.<br />

These tools create analyzable information that provide measurable results<br />

while maintaining compliant operations.<br />

The NuGen <strong>CRM</strong> Suite is a scalable, enterprise solution which can stretch<br />

far outside of a control room. Measurable results show the effectiveness<br />

and progress of your Alarm Management program.<br />

Advantages:<br />

■ Compliant with PHMSA regulations and API 1165, 1167, and 1168<br />

■ Historical, non-subjective and measurable<br />

■ Real-time fatigue study<br />

■ Real-time study of alarms by count/type<br />

■ Serves as documentation<br />

■ Contributes to Continuous Improvement<br />

■ Can be used as a training tool<br />

■ One-click reporting processes with email functionality and alerts<br />

<strong>CRM</strong> Suite Dashboard<br />

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LOCATION<br />

NuGen Automation is located in Houston, TX<br />

NuGen Automation is strategically located in Houston, Texas next to the<br />

Houston Ship Channel and Hobby airport. Houston's economy has a broad<br />

industrial base in energy, manufacturing, aeronautics, and transportation.<br />

NuGen Automation, LLC<br />

12727 Featherwood Dr.<br />

Suite 200<br />

Houston, TX 77034<br />

Tel: 713.936.4800<br />

sales@nugenautomation.com<br />

www.nugenautomation.com<br />

We are proud to support our local charities and have a strong footprint<br />

throughout the U.S. and Canada.<br />

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About us<br />

NuGen Automation is a progressive technology-driven company that<br />

excels in the development and implementation of SCADA Automation,<br />

Distributed Control Systems, Information Technology and <strong>CRM</strong><br />

solutions.<br />

Our team consists of industry experts with years of experience<br />

delivering seamless and powerful automation systems and <strong>CRM</strong><br />

compliance to the upstream, midstream, and downstream markets of<br />

the Oil and Gas industry.<br />

The realization of our clients’ goals is our top priority. The NuGen<br />

Automation team strives to align today’s technology, regulatory<br />

requirements, and security with the needs of the customer, coupled<br />

with a commitment to surpass expectations.<br />

We use Industry best practices and a streamlined approach to ensure<br />

cost-effective solutions, delivery, service, compliance and technical<br />

excellence.<br />

Contact Us TEL: 713.936.4800<br />

www.nugenautomation.com sales@nugenautomation.com<br />

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