Contractor Safety Management (CSM) Training Course

PROJECT PLANNING & SELECTION OF CONTRACTORS
• Why should you use contractors?
• Tender invitation, bidding, and contractor evaluation process
• Hazard identification and risk assessment of project tasks
• Establishing key client/contractor contractual elements
• Pre-project HSE meetings with the client

DESIGNING A PROJECT, AND HOW TO CHOOSE A “CONTRACTOR”
• Preparing the project plan
• Tender bid evaluation & critical assessment of the contractor
• Identifying the risk profile of a project and workplace
• Preparing the contract and other documents relating to health and safety
• Key documentation considerations

INTRODUCTION OF CORE ELEMENTS OF MANAGING HEALTH AND SAFETY
• Legal duties of the employer and contractor
• The “Plan, Do, Act” approach
• Client-contractor meetings
• Site awareness programs

HSE GUIDELINES AND METHODS
• HSE project plan between client and contractor
• Deciding if the projected tasks match the requirements
• Planning for implementation as per the finalised project plan
• Assessing the level of risks and evaluating the legal aspects of these risks

CLIENT/CONTRACTOR INTERFACE – HSE PROJECT PLAN
• Defining, agreeing, and documenting client/contractor responsibilities
• Establishing the scope of client/contractor shared activities
• Producing an HSE client/contractor communications and interface matrix
• Defining the roles and responsibilities of the contractor and the employer
• Produce active performance monitoring and audit checklists
• Define the reporting structures

MANAGING CONTRACTOR SAFETY ON SITE
• Contractor site awareness, training, and competence arrangements
• Contractor’s incident reporting and investigation procedures
• Client/contractor emergency preparedness arrangements
• Business continuity planning
• Carrying out HSE random and planned site inspections of contractor activities
• Joint client/contractor HSE and project meetings
• Monitoring contractor performance
• Assessing the level of supervision required to monitor the contractor
• Appraisal of the project and/or work tasks
• Conducting an audit of the contractor’s compliance
• Measuring and documenting the contractor’s overall safety performance
• Checking if there are any changes in the contractor’s personnel

AUDIT AS PER HSE PROJECT PLAN
• Carrying HSE site inspection of contractor’s activities
• Maintaining a record of the contractor’s performance
• Contractor auditing as per HSE Project plan

REVIEW PROJECT PERFORMANCE AND IMPROVEMENT
• Reviewing the project and work performance of the contractor
• How did the contractor perform?
• How effective were the project and task planning activities?
• How did the project do overall?
• Identify measurable outcomes
• Assess the KPIs of the project
• How was the business/ project/workplace affected?
• Document the lessons learned and devise any potential improvements for the future
• Review of learnings and sources of improvement