Pipeline Integrity Management

1. Pipeline Integrity
Documentation

2. Overview
O Pipeline Documentation
O Why is documentation required?
O What documents should be retained?
O How long should documentation should be
retained?
O Data Gathering
O CSA Z662
O Task List
O Risk/Hazard Assessment

3. Pipeline Documentation

4. Why Is Documentation
Required?
O Provides a history of the pipelines
O Pipeline Rules dictates
O What inspections shall be conducted
O What the inspection intervals are
O Which documentation must be retained
O How long documentation should be retained
O Documents shall be sorted and stored and be
readily retrieved when requested by the AER

5. Due Diligence
“If it is not written down, it does not
exist.”
“If it is not written down, it does not
exist.”

6. What Documents Should Be
Retained?
O Pipeline Licensing and Maps
O Application and Amendments
O Inspection and Monitoring Activity Results
O Assessment Results
O Repair and Corrective Action Reports
O Audit and Review
O Meeting Minutes

7. Pipeline Licensing and Maps
O Pipeline Rules Section 3
3(1) Unless otherwise authorized by the Regulator, an application under
Part 4 of the Act for a licence to construct and operate a pipeline,
including any applicable installation, must be in accordance with the
requirements of Directive 056.
O Pipeline Rules Section 74
74 Unless otherwise authorized by the Regulator, an application
for approval to convert a pipeline to convey a substance other than
the substance authorized by the licence or to provide for a change
in the licensed maximum operating pressure of a pipeline must be
in accordance with the requirements of Directive 056.

8. Pipeline Licensing and Maps
O Pipeline Rules Section 82
82(1) Unless otherwise authorized by the Regulator, a
licensee shall discontinue, abandon or return to active
flowing service a pipeline that has not seen active flowing
service within the last 12 months.
(2) Unless otherwise authorized by the Regulator, a
licensee required under subsection (1) to discontinue or
abandon a pipeline or part of a pipeline shall do so in
accordance with the requirements of Directive 056 and
notify the Regulator in accordance with the requirements
of Directive 056 within 90 days of the completion of the
discontinuance or abandonment operations.

9. Pipeline Licensing and Maps
O Proper approval/notifications to the AER is
required prior to operating a pipeline
O Pipeline maps shall be kept up-to-date based
on current site conditions
O Pipeline maps shall include the following
O Location of the pipelines w/ licence number and
specifications
O Location of alterations, repair or additions
O Location of critical valves
O Location of crossings/signage (road, rail, water)
O Location of test location (UT port, corrosion
coupons, etc)

10. Pipeline Licensing and Maps
O Document Retention
O Pipeline Licence Information, Application
and Amendments
O Up-to-date Pipeline Maps
O Recommend to retain for the life of the
pipeline

11. Inspection and Monitoring
Activities
O Pipeline Rules identify the following
inspection activities
O Right-of-Way (ROW) Inspection
O Material Balance Inspection
O Shutdown Device/Isolation Valve
Inspection
O External Corrosion Mitigation
O Internal Corrosion Mitigation

12. ROW Inspection
O Pipeline Rules Section 43 to 47
43(1) The licensee of a pipeline that crosses water or unstable
ground shall at least once annually inspect the pipeline right of
way to assess
(a) the surface conditions on and adjacent to the right of way,
(b) indications of any leak in the pipeline,
(c) any construction activity performed by others,
(d) any encroachment or development near the pipeline right of way,
or
(e) any other condition affecting the operation of the pipeline.
(2) The licensee of a pipeline other than one referred to in
subsection (1) shall inspect the pipeline right of way in accordance
with that subsection at least once annually or in accordance with
the inspection intervals determined in the integrity management
component of the licensee’s manual or manuals referred to in
section 7.

13. ROW Inspection
O Shall be conducted at least annually to
assess the pipelines for:
O Surface activities/ground disturbances
O Pipeline leaks
O Damage to pipeline
O Signage – Road, water, rail crossings
O Vegetation growth/decay
O Damage to cladding and insulation
(surface pipelines)

14. ROW Inspection
O Frequency of inspections

15. ROW Inspection
O Document Retention
O ROW Inspection Documents
O Signage Inspection Documents
O Ground Disturbance Inspections Documents
O Repair/Corrective Action Documents
O Documents shall be retained for at least 2
year
O Recommend to retain for the life of the
pipeline

16. Material Balance
O Pipeline Rules Section 48, 49 and 52
48 A licensee shall interpret material balance
records in accordance with Appendix E of CSA
Z662 to determine whether a leak trend is
established.
49 A licensee who performs material balance
calculations shall use sound engineering
practices to derive measurement uncertainties
and alarm tolerances.

17. Material Balance
O Leak detection shall be monitored
continuously
O Records of material balance inspections
and calculations shall be interpreted to
determine if there is a leak
O CSA Z662 Appendix E

18. Material Balance
O Document Retention
O Material Balance Inspection and
Calculation Records
O Inspection Records for Leak Detection
Devices
O Records of all leaks, breaks or contact
damage regarding the pipelines
O Recommend to retain for the life of the
pipeline

19. Shutdown Device Inspection
O Pipeline Rules Section 50
50(1) A licensee shall conduct preventative maintenance,
servicing and function testing of the automatically actuated
emergency shutdown devices and check valves referred to
in section 13 and the safety systems referred to in section
14, including any associated sensors or operating
systems.
(2) A licensee shall conduct an annual inspection,
assessment and test, with a maximum interval of 18
months between such activities, of the automatically
actuated emergency shutdown devices and check valves
referred to in section 13 and the safety systems referred to
in section 14, including any associated sensors or
operating systems, to ensure that the devices are
operating properly.

20. Shutdown Device Inspection
O An inspection, assessment and testing of
the following devices shall be conducted
annually with a max interval of 18 months
O Shutdown devices
O Check valves
O Safety systems
O Pressure sensors
O Appurtenances

21. Shutdown Device Inspection
O Document Retention
O Pipeline Operating Conditions
O ESD Closure Parameters
O Inspection, Assessment and Testing Records
O Repair Reports
O Documents shall be retained for at least 2
years
O Recommend to retain for the life of the
pipeline

22. External Corrosion Mitigation
O Pipeline Rules Section 53
53(1) Unless otherwise authorized by the
Regulator, a licensee shall conduct an inspection
or test on all steel and aluminum lines in a
pipeline system to determine the effectiveness of
external corrosion mitigation procedures
(a) annually, and
(b) prior to the resumption of operation of a
discontinued or abandoned pipeline.

23. External Corrosion Mitigation
O Inspections and tests shall be conducted
to determine the effectiveness of external
corrosion mitigation program annually or
prior to resuming operation of a
discontinued or abandoned pipeline
O External corrosion records should be
collected throughout the to year perform
the evaluation

24. External Corrosion Mitigation
O Document Retention
O Monthly CP readings
O Annual CP Survey
O CP Repair Reports
O Annual Corrosion Evaluation
O Documents shall be retained for at least 6
years
O Recommend to retain for the life of the
pipeline

25. Internal Corrosion Mitigation
O Pipeline Rules Section 54 and 56
54(1) Unless otherwise authorized by the Regulator,
a licensee shall conduct and document an
evaluation of any operating or discontinued metallic
pipelines in a pipeline system to determine the
necessity for, and the suitability of, internal corrosion
mitigation procedures
(a) annually,
(b) prior to the commencement of operation of
a new pipeline, and
(c) prior to the resumption of operation of a
discontinued or abandoned pipeline.

26. Internal Corrosion Mitigation
O An evaluation of shall be conducted to
determine the effectiveness and suitability
an of internal corrosion mitigation program
annually, prior to operating a new pipeline
or a discontinued or abandoned pipeline
O Internal corrosion records should be
collected throughout the year to perform
the evaluation
O The internal corrosion mitigation program
may change based on the evaluation
results

27. Internal Corrosion Mitigation
O Document Retention
O Pigging Design and Records
O Chemical Injection Design and Records
O Corrosion Coupon Records
O Gas/Water Analysis Records
O Annual Corrosion Evaluation
O Documents shall be retained for at least 6
years
O Recommend to retain for the life of the
pipeline

28. Audit and Review
O Pipeline Rules Section 7
7(1) A licensee shall prepare and maintain a manual or manuals
containing procedures for pipeline operation, corrosion control, integrity
management, maintenance and repair and shall on request file a copy
of each manual with the Regulator for review.
(2) A licensee shall include in the appropriate manual referred to in
subsection (1) provision for evaluation and mitigation of stress corrosion
cracking when the licensed pipeline has disbonded or non-functional
external coatings.
(3) A licensee shall
(a) update the manuals referred to in subsection (1) as necessary to
ensure that their contents are correct, and
(b) be able to demonstrate that the procedures contained in the
manuals are being implemented.

29. Audit and Review
O Show commitment to improvement of the
integrity management program
O Recommended that internal audits be
conducted annually to determine the
effectiveness of the integrity management
program
O Highlight areas of concern
O Determine areas to improve upon
O Update procedures, manuals and task list
O The main goal is to improve and maintain the
integrity of the pipelines

30. Audit and Review
O Document Retention
O Internal Audit Report and Corrective
Actions
O Annual Update of the PLIMP and POMM
O Task List
O Procedures
O Meeting Minutes
O Recommend to retain for the life of the
pipeline

31. Data Gathering

32. Data Gathering
O Gathering the correct data to properly analyze
the integrity of the pipelines
O Internal corrosion
O External corrosion
O Third party damages
O Data gathered will assist in performing a
risk/hazard assessment on the pipelines and
improve on the pipeline mitigation program

33. Due Diligence
“If it is not written down, it does not
exist.”
“If it is not written down, it does not
exist.”

34. CSA Z662
O Pipeline Rules enforce CSA Z662 as the
minimum requirement for:
O Design
O Construction
O Testing
O Operation
O Maintenance
O Repair
O Leak Detection

35. Task List
O The task list has been developed using
the
O Pipeline Rules
O CSA Z662 Clause 9 – Corrosion Control
O CSA Z662 Clause 10 – Operating,
Maintenance and Upgrading
O The task list covers what task shall be
performed to gather the information
needed to perform the risk/hazard
assessment

37. Task A1: Pipeline Maps
O Pipeline Map Update
O Pipeline Map should show the current site
conditions
O Map in the Pipeline Operation and
Maintenance Manual (POMM) should be
redlined to include all necessary changes
O Latest map will be included in the POMM
after the annual manual review

38. Task A2 Pipeline Inventory
and Status
O Licence amendments to pipelines requires
notifying the AER and meeting the
requirement of Directive 056
O Changes to substance or pressure,
removal, resumption
O Prior approval from the AER is required
O Status amendment
O AER shall be notified within 90 days of
pipeline being discontinued or abandoned

39. Task A3: Cathodic Protection
O CSA Z662 Clause 9.5 to Clause 9.9
O Buried pipelines shall be coated and
protected by cathodic protection (CP)
O Surface pipelines do not require CP, but
shall be protected by coating or cladding
and insulation
O Bare surface pipelines may be exposed to
atmosphere if it can be demonstrated that
corrosion is not detrimental to serviceability

40. Task A3: Cathodic Protection
O Inspection and Records
O Monthly CP reading are within the desired
range
O For sacrificial anodes – ensure the anodes
are not depleted
O Inspection at risers for indications of
corrosion at the pipeline to soil interface
O Annual CP surveys are conducted
O Repair and corrective action
documentation as required

41. Task A4: Pigging Program
O CSA Z662 Clause 9.10.2
O Pigging is an effective mitigation strategy
to removal foreign material in the pipeline
O If pigging is used to clean the pipeline, the
amount of foreign material removed should
be recorded
O Frequency of pigging may be subject to
change based on foreign material removed
O Alternatively other internal corrosion
mitigation techniques may be applied

42. Task A4: Pigging Program
O Inspection and Records
O Design and implementation of the pigging
program
O Pigging Logs ensure pigging is conducted at
the required frequency
O Pigging Records indicating how much foreign
material was removed (sand, water, wax)
O Inspection of the Pig Launcher and Receiver to
verify proper operation and condition
O Repair and corrective action documentation as
required

43. Task A5: Chemical Program
O CSA Z662 Clause 9.10.2
O Chemical program consists of injecting
inhibitors into the pipeline to mitigate
corrosion from occurring
O Chemical injection
O Chemical batching
O Pig and batch train
O The amount of chemical injected shall be
recorded and the effectiveness of the
chemical injection program shall be evaluated

44. Task A5: Chemical Program
O Inspection and Records
O Design and implementation of the chemical
program
O Chemical Injection Log indicating the
chemical, when it was injected and how
much

45. Task A6: Corrosion Coupon
and Process Sample Analysis
O CSA Z662 Clause 9.10.3
O Corrosion coupons are a good monitoring
technique to determine the effectiveness
for of the internal corrosion mitigation
program
O Where corrosion coupons indicate a
corrosive medium or increase in corrosion
rates, proper mitigation strategies shall be
implemented

46. Task A6: Corrosion Coupon
and Process Sample Analysis
O Water/Gas Sample Analysis is a good
monitoring technique to determine the
substance in the pipeline contain an
corrosive elements
O H2S/CO2 corrosion
O Pitting corrosion
O Bacteria corrosion
O O2 corrosion

47. Task A6: Corrosion Coupon
and Process Sample Analysis
O Inspection and Records
O Implementation and location of corrosion
coupons
O Corrosion Coupon Results indicating pitting
and general corrosion rates
O Water Analysis Results indicating Cl, Mn,
Fe, pH and bacteria content
O Gas Analysis Results indicating H2S, CO2,
O2, N2, CH4 and C2H4+

48. Task A7: Pipeline Inspection
and Surveillance
O ROW Inspection
O Ground Disturbance/Surface Activities
O Pipeline Inspection Opportunities
O Signage
O Vegetation Growth/Decay
O Pressure Testing
O Class Location Assessment
O Leak Detection Survey

49. Task A7: Pipeline Inspection
and Surveillance
O Inspection is conducted to identify any
hazards to the integrity of the pipeline
O Hazards should be noted and corrective
action taken
O Inspection can also be used a leak
detection survey
O Vegetation shall be maintained to ensure
pipelines and signs are visible
O All repairs conducted shall be recorded
and maintained accordingly

50. Task A7: Pipeline Inspection
and Surveillance
O Inspection and Records
O ROW Inspection Report
O Ground Disturbance/Surface Activities Permit,
Forms and Reports
O Pipeline Inspection Report - for exposed
pipelines
O Signage Inspection Report for all road, water or
rail crossing
O Vegetation Growth/Decay Report and
vegetation control plan
O Pressure Testing Records as required
O Repair and corrective action documentation as
required

51. Task A8: Operation, Failure,
Repair and Modifications
O Operation
O Any operational failure or abnormal
operation shall be documented
O Pipeline equipment failure
O Operating above normal operating pressures
or temperatures
O Operating above the MOP
O An investigation shall be conducted to
determine the cause of the abnormal
operation or failure

52. Task A8: Operation, Failure,
Repair and Modifications
O Repairs
O CSA Z662 Clause 10.10 to 10.14
O Where imperfections are found on the
pipeline they shall be evaluated to the
requirements of CSA Z662
O Where the imperfection found to be a
defect, the pipeline shall be repaired using
an approved method outlined in CSA Z662

53. Task A8: Operation, Failure,
Repair and Modifications

54. Task A8: Operation, Failure,
Repair and Modifications
O Modification/Alterations
O Any modifications made to the pipeline
shall be in accordance to CSA Z662,
Directive 056 and proper
notification/approvals to the AER must be
followed

55. Task A8: Operation, Failure,
Repair and Modifications
O Inspection and Records
O Operating and Production Data – pressure,
temperature, flow rate, etc
O Abnormal Operation or Failure Reports
followed up with an investigation report and
corrective actions
O Pipeline Repairs including the Evaluation
of Imperfection
O Pipeline Modification Report

56. Task A9: Isolation Valve
Inspection
O CSA Z662 Clause 10.9.6
O Valves (ESD, check valves, etc)
necessary during an emergency shall be
inspected and partially operated annually
with a max interval of 18 months
O Ensure that the valves are not seized or
damaged and that they will operate during
an emergency

57. Task A9: Isolation Valve
Inspection
O Inspection and Records
O Inspection Report
O Inspection Log
O Critical valves shall be indicated on the
pipeline map
O Repair and corrective action
documentation as required

58. Task A10: Pressure Control and
Appurtenance Inspection
O CSA Z662 Clause 10.9.5
O Safety systems (sensors, operating
systems, etc) shall be inspected and
partially operated annually with a max
interval of 18 months
O Ensure that the safety systems are
operating properly

59. Task A10: Pressure Control and
Appurtenance Inspection
O Inspection and Records
O Inspection Report
O Inspection Log
O Repair and corrective action
documentation as required

60. Task A11: Leak Detection
O CSA Z662 Clause 10.3.3 to Clause 10.3.5,
Appendix E
O Records for monitoring leaks shall be
maintained
O Material Balance Calculation
O Sensors
O Gas Detectors
O ROW/Pipeline Surveillance
O Any and all early evidence of a leak shall be
investigated promptly

61. Task A11: Leak Detection
O Inspection and Records
O Description of the leak detection system
O Leak Detection Inspection Log – sensor
readings, material balance calculations
O Leak Detection Device Inspection Reports
to ensure device is operating properly
O Repair and corrective action
documentation as required

62. Task A12: Liner Vent Checks
O CSA Z662 Clause 13.2.8
O If thermoplastic lined pipelines are used
they shall be routinely check the annulus
to ensure there is no pressure build-up or
leaks
O Frequent monitoring of the vent pressures
shall be conducted during start-up
O Maximum interval between checks should
be three months

63. Task A12: Liner Vent Checks
O Inspection and Records
O Liner Vent Log
O Repair and corrective action
documentation as required

64. Task A13: Class Location
O CSA Z662 Clause 4.3.1 to Clause 4.3.4
O Changes in Class Location should be
determined annually (during ROW
inspection) or as required due to land
development within the Class Location
Designation area
O Class Location affects the ROW inspection
interval, rerate/derate calculations

65. Task A13: Class Location
O Class Location Designation Area shall be
1.6km long with end boundaries at least
200m from the center axis of the pipeline

66. Task A14: SCC Susceptible
Pipelines
O SCC is a result of the combination of
corrosion and tensile stress applied to the
pipeline and may lead to failure
O Segments of the pipeline that are
susceptible to SCC shall be identified and
investigation shall be performed as
required
O This may require regular inspections
O SCC locations shall be identified on the
pipeline map

67. Task A15: Risk Assessment
O CSA Z662 Annex B - guideline
O Once all the required data has been
gathered a risk assessment can be
performed for each pipeline
O Recommended to perform a risk
assessment at least annually or as
required

68. Task A15: Risk Assessment
O Risk = Likelihood X Consequence
O A risk assessment matrix should be used to
determine the associated risk of the pipeline
O High risk pipelines would require immediate
corrective action and management
O Medium risk pipelines would require active
monitoring and mitigation and correction action
as required
O Low risk pipelines would require continual
monitoring and mitigation

69. Task A15: Risk Assessment

70. Task A15: Risk Assessment
O Records
O Risk Assessment Report identifying the risk
rank for each pipeline
O Corrective Action plan to minimize the risk
rank
O Follow up reports on the corrective active
plan

71. Task A16: Audits and Reviews
O Shows that the licensee is committed to the
continual improvement of the pipelines
O Evaluate the overall effectiveness of the
integrity management program
O Determine areas of concerns and what steps
should be taken to improve
O Include new and relevant directives that may
have been issued by the AER
O Updating manuals, procedures and the task
list

72. Task A16: Audits and Reviews
O Records
O Internal Audit Report and Corrective
Actions
O Annual Update of the PLIMP and POMM
O Task List
O Procedures
O Meeting Minutes

73. Due Diligence
“If it is not written down, it does not
exist.”
“If it is not written down, it does not
exist.”

74. Conclusion
O Pipeline Integrity Documentation is required
by the Pipeline Rules to help licensees
evaluate their corrosion mitigation program
O Gather the correct data will help in the
evaluation of the corrosion mitigation program
and perform a risk/hazard assessment
O Audits and reviews shall be documented to
show the licensees commitment to continual
improvement of the pipeline integrity
management program

75. QUESTIONS