Resources

Our procedures, available before the engagement.

The asset integrity procedures, guidelines, and checklists we use in our own work — from damage mechanism review to AIM program management — available for purchase so your team can see exactly how we operate and confirm we are aligned before an engagement begins.

Browse the Catalog

Why We Sell These

Alignment on process should not require a contract first.

Every future engagement goes better when both teams already agree on how a review should be structured, what evidence it relies on, and what a usable deliverable looks like. These documents put our process on the table up front.

Each resource is the working document we follow ourselves, written to be adopted or adapted inside your own management system. If we later work together, your team will already know the process.

Catalog

Asset integrity procedures, guidelines, and checklists.

The working documents behind an asset integrity management program — the reviews and assessments teams most often struggle to formalize. Purchase any document directly by email, or schedule a call to confirm the right fit first.

Procedure

Damage Mechanism Review (DMR) Procedure

Unit-level identification of credible damage mechanisms per API RP 571: process and materials data gathering, corrosion loop development, mechanism screening, and the DMR record that inspection planning and PHA revalidation both depend on.

PDF, 26 pages + worksheets · Doc. 5DA-PR-001

Procedure

Creep Life Assessment Procedure — Theoretical Methods

Remaining-life estimation for creep-range components using time-fraction and Larson–Miller parameter methods consistent with API 579-1 Part 10: operating-history reconstruction, stress basis, uncertainty treatment, and reassessment triggers.

PDF, 22 pages · Doc. 5DA-PR-002

Procedure

Creep Life Assessment Procedure — Metallurgical Methods

Condition-based creep assessment through field metallography and replication, hardness testing, cavitation classification, and sample-based examination — including where metallurgical evidence overrides the theoretical estimate.

PDF, 20 pages · Doc. 5DA-PR-003

Procedure

Corrosion Under Insulation (CUI) Assessment & Prioritization Procedure

Susceptibility screening by service temperature, insulation system, and environment; inspection technique selection; prioritization of stripping and NDE; and disposition of findings for piping and equipment.

PDF, 24 pages + susceptibility tables · Doc. 5DA-PR-004

Procedure

Brittle Fracture Risk Evaluation Procedure

Screening and assessment of brittle fracture susceptibility per API 579-1 Part 3: MDMT verification, impact-test exemption review, pressurization and process-upset scenarios, and cold-service operating restrictions.

PDF, 18 pages · Doc. 5DA-PR-005

Procedure

Dissimilar Metal Weld (DMW) Assessment Procedure

Condition assessment and life management of ferritic-to-austenitic and nickel-transition joints: damage-driver diagnosis, inspection technique selection, repair-approach decision logic, and documentation of the repair basis.

PDF, 19 pages · Doc. 5DA-PR-006

Procedure

Risk-Based Inspection (RBI) Implementation Procedure

Probability and consequence assessment, risk ranking, inspection plan development, and evergreening requirements for process equipment RBI programs consistent with API RP 580/581.

PDF, 28 pages · Doc. 5DA-PR-007

Procedure

Fitness-for-Service Assessment Procedure — Levels 1 and 2

Structured API 579-1/ASME FFS-1 Level 1 and Level 2 assessment execution for general and local metal loss: data requirements, assessment steps, acceptance criteria, remaining-life determination, and the documented record.

PDF, 30 pages · Doc. 5DA-PR-008

Guideline

Materials Compatibility Assessment Guideline

Evaluating materials of construction against the actual and proposed service: process chemistry and excursions, temperature envelopes, ammonia and hydrogen exposure zones, and the compatibility record that must survive an MOC review.

PDF, 17 pages · Doc. 5DA-GL-101

Guideline

Preventative Maintenance Planning Guideline

Criticality-driven PM development: failure-mode basis for each task, interval setting, craft and access planning, and the review loop that removes low-value PMs instead of letting the backlog defend itself.

PDF, 21 pages + task templates · Doc. 5DA-GL-102

Guideline

AIM Program Management Guideline

Governance for an asset integrity management program: roles and accountabilities, KPIs that measure integrity rather than activity, deferral management, MOC and PSI interfaces, and management review that keeps the program owned.

PDF, 25 pages · Doc. 5DA-GL-103

Checklist

AIM Program Gap Assessment Checklist

A structured self-audit of an integrity program against recognized practice: program elements, documentation currency, inspection execution, deferral discipline, and knowledge retention — scored for action, not for a binder.

PDF, 12 pages · Doc. 5DA-CL-201

Checklist

CUI Field Screening Checklist

Walkdown-ready screening of insulated systems: damage and ingress indicators, support and sealant condition, susceptibility flags, and the record that feeds the CUI prioritization procedure.

PDF, 8 pages · Doc. 5DA-CL-202

Checklist

Turnaround Inspection Readiness Checklist

Pre-outage verification that inspection scope is executable: access, isolation, NDE technique and personnel availability, acceptance criteria agreed in advance, and disposition paths for likely findings.

PDF, 9 pages · Doc. 5DA-CL-203

Workflow

RFQ-to-Proposal Workflow Map

Exactly how we move from your RFQ to a written proposal: the information we ask for, how scope and fee are set, and what the proposal will always state. Complimentary.

PDF, 6 pages · Doc. 5DA-WF-301

How Purchasing Works

Simple terms, written for organizations.

  • Purchase by email: send us the document number, we reply with an invoice and deliver the PDF on payment
  • Prefer to talk first? Schedule a call and we will walk through any document before you buy
  • License covers internal use across your organization
  • The purchase price is credited toward a future engagement started within 12 months
  • Adaptation of any document to your management system is available as a defined study

See how the work is structured

Next Step

If our process aligns with yours, proceed with an RFQ or a working session.

Schedule a Meeting