Case Study

Formalizing SMS to Improve Operational Safety

Gas Utility

The Situation

Like others in the industry, this utility began its SMS journey soon after API issued the Recommended Practice guidelines for Pipeline Safety Management Systems (API RP 1173) in 2015. After a significant pipeline safety incident, they were intent on accelerating and expanding the adoption of their SMS. They began developing an SMS-centric operations model for both gas and electric. The goal was to ensure the organization focused on process safety and effective asset risk management, which is enabled by a strong safety culture and continuous improvement principles.


Mosaic Offers a Solution

Mosaic conducted a series of in-depth internal reviews that revealed the utility needed additional formalization in the following areas to advance its SMS maturity:

  • Processes
  • Procedures
  • Roles and responsibilities
  • Documentation

Mosaic worked closely with SMS stakeholders to create a wide range of deliverables and assets:

  • A comprehensive SMS Framework that establishes SMS as the enterprise operating model and defines roles, responsibilities, and governance requirements.
  • Element standards that define how many safety and risk management programs map into the SMS and identify opportunities for improvement.
  • Nine specific processes and procedures (including documentation) that included RACIs, workflows, and KPIs.
  • Documentation templates and tools to standardize SMS materials.
  • Communication materials for stakeholders.

In 2022, this utility was recognized by Lloyds Register Quality Assurance (LRQA) for achieving conformance certification in the API RP 1173. It is the second energy provider in the world to achieve the distinction from LRQA.