Upon completion of this course, participants will be able to:

• Identify key regulatory bodies and standards (e.g., OSHA, EPA, NFPA) relevant to maintenance.
• Integrate regulatory-mandated inspection and maintenance tasks into the CMMS.
• Develop and manage required compliance documentation and audit trails.
• Ensure adherence to environmental regulations (e.g., spill prevention, waste disposal).
• Understand and manage requirements for Process Safety Management (PSM).
• Develop a compliance audit readiness plan and corrective action process.
• Manage contractor compliance with site-specific regulatory requirements.
• Establish procedures for managing change (MOC) within a regulated environment.

• Maintenance Managers and Directors
• EHS (Environmental, Health, and Safety) Managers
• Compliance and Quality Assurance Specialists
• Maintenance Planners and Schedulers
• Engineers responsible for regulatory-mandated assets
• Anyone involved in external audits and regulatory reporting

• Group workshop on integrating a new PSM requirement into the CMMS work flow
• Case studies on the maintenance causes of EPA/OSHA violations and their resolution
• Individual assignment developing an audit checklist for LOTO compliance documentation
• Discussions on best practices for managing contractor safety and compliance on site
• Role-playing an interaction with a regulatory inspector during a site audit.

Unit 1: The Regulatory Landscape

• Overview of federal, state/provincial, and local regulatory requirements (e.g., OSHA, EPA).
• Understanding industry-specific regulations (e.g., FDA, NERC, DOT).
• Introduction to international standards (e.g., ISO 55001, global safety standards).

• Distinguishing between mandatory compliance and voluntary industry best practices.
• The legal and financial consequences of non-compliance (fines, downtime, liability).

Unit 2: Integrating Compliance into Maintenance Work

• Structuring the CMMS to flag and track regulatory-mandated tasks and intervals.
• Creating work order types and priorities specifically for compliance activities.
• Linking regulatory documents (e.g., permits, inspection reports) to asset records.

• Developing standard operating procedures (SOPs) for compliance-critical tasks.
• Ensuring LOTO and Confined Space Entry procedures meet all local requirements.

Unit 3: Asset Integrity and Process Safety Compliance

• The 14 elements of PSM and maintenance's role in Mechanical Integrity (MI).
• Compliance requirements for pressure vessels, relief devices, and piping systems.
• Ensuring compliance with Management of Change (MOC) procedures.

• Compliance for air emissions, wastewater discharge, and solid/hazardous waste disposal.
• Maintenance requirements for Spill Prevention, Control, and Countermeasure (SPCC) plans.

Unit 4: Documentation, Audit, and Training

• Establishing a robust system for compliance record retention and access.
• Preparing required reports for submission to regulatory agencies.
• Developing a system for tracking and closing non-conformities and audit findings.

• Ensuring all personnel are trained and certified to perform compliance-related work.
• Developing an internal audit schedule and checklist for compliance readiness.

Unit 5: Contractor and Change Management

• Vetting contractors for safety and regulatory compliance history.
• Ensuring contractor personnel adhere to site-specific safety and environmental rules.
• Managing contractor documentation and training records.

• Defining MOC and its triggers (design, operational, procedural changes).
• The process for reviewing and approving changes that affect regulatory compliance.
• Ensuring maintenance documentation is updated immediately after MOC.