Course Overview:

In recent years, the industry has seen a significant shift towards hiring more and more specialist contractors to support operations. As a result, organizations are now under additional pressure to integrate service providers under the umbrella of their operations, particularly with regards to health and safety management. Statistics of some of the multinational Organizations show that Contractors and their subcontractors are involved in approximately 70% of their recordable incidents.

This highly interactive Contractor HSE Management training course has been developed to provide you with all the necessary skills and talents to successfully appoint a contractor and manage them with confidence to ensure the highest quality of their health and safety performance and consequently reduce incident rates.

Learning Outcomes/Goals

At the end of this five-days course, the delegates will learn:

• The principles of managing the health and safety of Contractors prior to and during their work onsite.
• Main reasons of incidents involving contractors.
• Importance of Contractors HSE management.
• The contractors’ management process cycle.
• 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.

Who SHould Attend?

The course is intended for all staff from all Line and Project managers, Procurement and supply chain managers, Engineers and maintenance personnel, HSE managers and auditors, and all personnel involved in selecting or vetting contractors.

The OBJECTIVES

The objectives of this training course are to ensure you gain the detailed information and competency for safely managing contractors. This training 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.

Training methodology

The course is based on a balanced combination of classroom teaching, video presentation and case studies. Delegates will learn by active participation through inspiring presentation tools and interactive techniques presented in a lively, enthusiastic, and interesting style. Delegates will take part in practical team exercises, typical case studies and open discussion forums, as related to their own organization’s operational activities.

Course Certificate

After attending all the course sessions and completing the case studies, the participants would receive the course completion certificate.

Course Content

Project Planning & Selecting Contractors

• Why do we 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.

Client/Contractor Interface - HSE Project Plan

• 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.

Managing Contractor Safety on Site

• 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.

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?

Contractor Review and Lessons Learned for Improvements

• 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.