Contractor Safety Management

Category: Contractor Safety Management

Course Description

This highly-interactive training course will provide you with all the necessary skills and talents to successfully appoint a contractor and manage them with confidence to ensure their health and safety performance will be of the highest quality. Your organisation is never more at risk than when you outsource work without validation and it is therefore essential you have all the necessary checks and balances in place to ensure this process is well managed.

Contractors must be informed, assessed and monitored in a variety of ways to ensure their performance does not have a costly negative impact on your business. It is vital the actual performance of a contractor matches their stated intentions otherwise the statements and documents provided within any completed tender are meaningless leaving your organisation and its reputation at risk.

This training course will develop your ability to critically assess your contractors at all stages of a project to ensure you receive maximum performance with minimum risk.

This training course will highlight:

  • The key components of an effective contractor management system
  • The importance of communication, co-operation and co-ordination
  • How to positively influence the performance of contractors
  • How to carry out meaningful and effective performance monitoring
  • The visible business benefits


The objectives of this course are to ensure you gain the detailed information and competency for safely managing contractors. This course has five key objectives for contractor safety management:

  • Planning and selecting contractors – practical arrangements and methods;
  • Establishing project interface agreements, documentation and HSE Project Plan;
  • Managing contractors’ compliance, with the HSE Project Plan, on day-to-day basis
  • Monitoring – keeping track of contractor’s performance;
  • Reviewing and learning – contractor management, deciding what needs to be improved.

At the end of this training course, you will learn to:

  • How to prepare projects and select contractors
  • How to define client/contractor agreements and documentation
  • How to produce a client/contractor HSE Project Plan
  • How to supervise contractors’ operations on day-to-day basis
  • How to Monitor and review a contractor’s performance and implement improvements

Course Outline

  • Why use contractors?
  • Tender invitation and contractor evaluation process
  • Hazard identification and risk assessment of Project and/or Work Tasks
  • Establishing key client/contractor contractual elements
  • Client Pre-Project Start HSE Meeting
  • Defining, Agreeing and Documenting Client/Contractor Responsibilities
  • Establishing Client/Contractor HSE Project Plan
  • Establishing Scope of Client/Contractor Shared Activities
  • Producing an HSE Client/Contractor Interface Matrix
  • Produce Active Performance Monitoring and Audit Checklists
  • Contractor Site Awareness, Training and Competence arrangements
  • Contractor’s Incident Reporting and Investigation procedures
  • Client/Contractor Emergency Preparedness Arrangements
  • Carrying out HSE Site Inspections of Contractor activities – random and planned
  • Joint Client/Contractor HSE and Project meetings
  • Day4 – Monitoring Contractor Performance
  • Assessing Level of Supervision Needed to Oversee Contractor
  • Appraisal of Project and/or Work Tasks – Are They Being Carried Out as Planned?
  • Conducting Audit of Contractor’s Compliance – As Set out in HSE Project Plan?
  • Measuring and Recording of Contractor’s Overall Safety Performance
  • Checking If There are any Changes in Personnel?
  • Review Project Performance and/or Work Tasks Carried out by Contractor:
  • How Effective was the Project and/or Work Task Planning?
  • How Well Did the Contractor Perform?
  • How Did the Job Go Generally?
  • Record The Lessons Learned and Develop Appropriate Improvements
  • Key Point Summary of Course Topics