Case study - Driving Standards in HSE Management

PetroSA case study header

Client: PetroSA
Location: South Africa

The Client
The Petroleum Oil and Gas Corporation of South Africa (SOC) Limited (PetroSA) is the national oil company of South Africa. 

PetroSA’s core business activities include the exploration and production of oil and natural gas, production of synthetic fuels from offshore gas at one of the world’s largest Gas-to-Liquid (GTL) refinery, development of domestic fuels infrastructure and marketing and trading of oil and petrochemicals.

Business challenge for the client:
In 2012, PetroSA resolved to deliver a single, Group-wide approach to HSE Management across its entire scope of operations, to bring its systems into alignment internally - and with international standards - and drive stronger workforce engagement with health, safety and environmental issues.

How Lloyd’s Register helped:
PetroSA chose Lloyd’s Register to help develop a new Group HSE Management System, and to implement the new systems and procedures it needed and assist in driving cultural change within the organisation. 

Following initial scoping meetings with HSE Leaders at PetroSA HQ in Cape Town, Lloyd’s Register developed a new HSE-Management System (MS) Manual for PetroSA’s review and approval. The Manual set out the proposed HSE Management System Framework and contained a new set of twelve HSE Management System standards. The standards covered the scope of PetroSA’s activities across the petroleum supply chain - from exploration and production to the supply of domestic fuels – and aligned with the requirements of OHSAS 18001, ISO 14001, CCPS PSM and Responsible Care®. A critical success factor in this stage of the project was the early decision to overlay the HSE management requirements onto PetroSA's existing processes, thus ensuring that HSE was embedded and integrated into the "PetroSA way" of doing business. 

Lloyd’s Register then delivered a Gap Analysis of PetroSA’s existing HSE management arrangements at Corporate and Business Unit level, comparing these with the requirements of the new standards. The output highlighted areas where development was needed as well as opportunities to share existing good practice in PetroSA. 

A prioritised Implementation Plan was prepared and agreed with PetroSA and the project moved into the implementation phase.

Lloyd’s Register, along with the Corporate SHEQ group, were the key driver of the implementation process within PetroSA. We provided expertise and resources to prepare and implement new Corporate HSE standards, guidelines and procedures, to prepare roll-out plans and to prepare and deliver training . 

Implementation of the new HSE-MS standards affected HSE management arrangements at all levels in PetroSA, with the risk management and audit standards being particularly demanding since they required an integrated risk-based approach to implementation.

Prior to launch of the new system, Lloyd’s Register delivered a programme of HSE leadership training designed to drive engagement with the new HSE-MS framework. This training was delivered and customised for different levels of the organisation from the Executive Committee (the senior team in the business) to front line supervisors. An HSE engagement pack was also developed to raise Board awareness of their HSE accountabilities.

Following launch of the new requirements, we helped PetroSA develop plans for local implementation, and supported a programme of cascade training by direct delivery of training material and by delivering “train the trainer” packages to PetroSA employees.


  • Helped the client develop and implement a new HSE Management System that complies with internationally recognised standards.
  • Enhanced staff awareness, engagement and competence.
  • Created a complete line of sight of HSE risks from corporate risk registers to detailed assurance tasks.
  • Ensured all Business Units apply the same standards to manage their HSE risks, by embedding the HSE-MS Framework and Standards across the organisation.
For the first time, employees have a framework within which to understand and control HSE risk, and to provide 'assurance' all the way from the front-line workplace to the Boardroom.
  • Enhanced visibility of HSE risks.
  • Ability to demonstrate that HSE risks are effectively being controlled and managed.
  • Consistent approach to HSE across the organisation.
Client quote:
“At no time did you fail to offer a solution to what seemed from our side a major problem, and you have consistently delivered work of an exceptional standard”.
- Acting SHEQ Manager, PetroSA