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OSHA • EPA • Mechanical Integrity PSM Compliance Toolkit

The Foundation of Technical Rigor

“In a dry-stone arch, integrity depends on the precise fit of every component. In a process facility, safety depends on the same level of technical detail. Is your team equipped with the frameworks to manage these risks today?”

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Providing engineering and safety professionals with pre-built technical resources since 2016.
Consolidates PHA, MOC, and 97 Mechanical Integrity Procedures into one roadmap.

Dry-stone arch bridge symbolizing permanent mechanical integrity

Precision • Endurance • Compliance

“The frameworks to help identify and manage significant industrial risks already exist. The question is—does your team have access to them today?”

Safety performance is built on a foundation of technical rigor. Our toolkit provides the pre-built technical resources used by safety professionals to support OSHA/EPA compliance and identify the "minor" details before they escalate into an operational failure.

*See Professional Disclaimer regarding mechanical integrity frameworks.

Trusted Worldwide

Used by Safety and Engineering experts across the Chemical and Energy sectors since 2016.

Incident-Informed

Templates developed from real industrial incident data and OSHA PSM 1910.119 standards.

Calculated Value

Support your safety program with a calculated procurement savings of $662 compared to individual resource purchase.

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Components of the PSM Mechanical Integrity & Safety Compliance Toolkit

  • PSM Employee Participation Program Template
    Empower every member of your team to contribute directly to your PSM program. We understand that employees possess a wealth of knowledge and experience related to processes, and we want to harness that expertise to achieve the highest level of safety performance.
     
  • MOC Program Template
    Our Management of Change software guides you through the entire change process. We make it simple to have all the bases covered for each type of change encountered in the process industry. Our well-thought-out procedure and workflow, along with our form layout and form design, simplify the process considerably. We take the guesswork out of when and where plant personnel should consider the use of change management. Frankly, our easy-to-follow forms have done most of the heavy lifting for you.
     
  • PSV Service Interval Procedure Template
    Maintaining pressure safety valves (PSVs) is critical for the safe operation of your facility. Our comprehensive PSV Service Interval Procedure is designed to help you manage OSHA compliance and PSM requirements, ensuring the integrity of your equipment and the safety of your personnel.
     
  • Process Hazard Analysis (PHA) What-If Automated Excel Spreadsheet
    Question, scenario, risk, and equipment management simplified by automated Excel spreadsheet. User configurable. Start documenting your PHA studies more quickly and efficiently. Pre-loaded with a library of popular What-If questions for the chemical and process industries.
     
  • 97 PSM (Process Safety Management) Mechanical Integrity Procedures in Word Format
    These 97 PSM Mechanical Integrity Procedures span Administration, Electrical, Fixed and Rotating Equipment, Inspection, Instrumentation, and Rigging. The procedures suit multiple industries and are very useful as detailed professional templates for constructing your maintenance procedure library. Also includes a practical Mechanical Integrity Program Example for Ammonia Refrigeration.
     
  • PM Checklists - 1000+ Tasks
    Preventive Maintenance Tasks in Excel format for Major Equipment, HVAC, Construction, and Building Maintenance. Includes safety and inspection checklists. Tasks are organized within individual Excel workbooks spanning the following 30 equipment categories:

    Aerial Lift • AHU • Air Compressor • Belt Conveyor • Boiler • Building Controls • Cafeteria • CCTV • Chiller • CNC Machine • Compactor • Cooling Tower • Crane • Diesel Generator • Elevator • Escalator • Fan • Fire Sprinkler • Forklift • Heat Exchanger • Lighting • Motor • Pump • Roofing • RTU • Solar Equipment • Steam Trap • VAV • Welding • Wire Rope

    PM Checklists Product also includes: Standard Facility Maintenance TasksLockout/Tagout (LOTO) Procedures FormProcess Safety Management of Change (MOC) FormMaintenance Capacity Planner.
     
  • KPI - Leading Indicators Template
    Our Leading Indicators Template is provided in Excel format and it will help your team identify system state indicators whose performance is predictive of future safety incident likelihoods.
     
  • Integrated Contingency Plan - 60 Page Document
    Meet your compliance to EPA Risk Management Plan 40 CFR part 68. Use our template for consolidating numerous regulations and multiple emergency response plans concerning releases of hazardous substances into one functional plan. Template is fully editable and provided in Word format. Template is 60 pages and 16,893 words.
     
  • Flood Mitigation Guide
    Flood mitigation guide consists of action items organized in a checklist and provided in Excel format. The following components are covered:
    • Buildings
    • Chemical and Other Storage
    • Instrumentation and Electrical Controls
    • Power Supply
    • Water Intake, Distribution and Storage
    • Booster Stations and Other Pumps
    • Process Water Treatment Plant

Key Benefits of the PSM Mechanical Integrity & Safety Compliance Toolkit

  • Start documenting your PHA studies more quickly and efficiently
  • Take advantage of professionally written mechanical integrity procedures that span multiple industries and may serve as very useful templates for your procedure library.
  • Improve your preventive maintenance program leading to increased process reliability.
  • Avoid more costly unplanned corrective maintenance.
  • Implement safety and inspection checklists promoting a safer work environment and less down-time.
  • Use Leading Indicators to improve workplace safety, improve workers' compensation outcomes, and reduce costs.
  • Consolidate regulations and multiple emergency response plans into one functional plan.
  • Implement practical flood mitigation measures organized as action items within our Flood Mitigation Guide in Excel format.

Focus on Mechanical Integrity and Risk Reduction

We understand the critical importance of adhering to OSHA regulations and implementing effective risk reduction strategies. Our PSM Mechanical Integrity & Safety Compliance Toolkit is specifically designed to help you meet these requirements, with a strong emphasis on maintaining mechanical integrity to ensure a safe and compliant workplace.

Our product bundle provides you with tools to specifically enhance mechanical integrity and reduce risks:

  • Establish a comprehensive mechanical integrity program through our professional templates.
  • Conduct thorough Process Hazard Analysis (PHA) studies to identify mechanical integrity risks.
  • Implement robust Management of Change (MOC) procedures to control changes to equipment.
  • Maintain equipment integrity through preventative maintenance plans and checklists.
  • Enhance safety and maintenance practices by using our 97 pre-written PSM procedures.
  • Maintain PSV (Pressure Safety Valve) integrity by following our comprehensive service interval procedures.
  • Organize and consolidate compliance requirements into one easy-to-manage plan.
  • Mitigate risks with detailed flood mitigation measures.
  • Improve workplace safety using leading indicator templates.

By utilizing these tools, you can proactively maintain your mechanical systems, identify and mitigate potential risks, creating a safer and more efficient operation.

Deep Dive: Mastering Mechanical Integrity & Compliance

If you are currently auditing your facility's safety programs, explore our free technical guides and articles written for engineering and safety professionals:

MOC Best Practices

Learn the fundamentals of "Management of Change" and how to avoid common pitfalls during plant modifications.

Read Article →

PHA Revalidation Guide

Is your Process Hazard Analysis up to date? Explore the requirements for the 5-year PHA revalidation cycle.

Read Article →

PSV Service Intervals

A technical breakdown of how to effectively manage Pressure Safety Valve service intervals.

Read Article →

Frequently Asked Questions (FAQ)

What is the primary goal of a Mechanical Integrity (MI) program?

The primary goal is to ensure that process equipment is designed, installed, and maintained properly to prevent the release of hazardous chemicals. It is a critical pillar of OSHA PSM 1910.119.

Why use Excel-based templates for Process Hazard Analysis (PHA)?

Excel-based tools offer flexibility and accessibility. Unlike proprietary software that requires expensive annual licenses, Excel allows safety teams to customize "What-If" questions and risk matrices to fit their specific facility needs without recurring costs.

How does an Integrated Contingency Plan (ICP) help with EPA compliance?

An ICP, often called a "One Plan," allows a facility to consolidate multiple federal and state-required emergency response plans into a single document. This reduces duplication and ensures a faster, more coordinated response during an incident.

How soon will I receive the toolkit after purchase?

Access is delivered digitally within minutes. You will receive an email with download links to all 9 resources, including the Word templates, Excel spreadsheets, and PDF guides.

Support Your Mechanical Integrity Program

Utilize our pre-built technical frameworks to manage industrial risk and maintain compliance.

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