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Summary

This guideline provides direction for developing a Contractor Management System to manage the risks associated with hiring contractors and service providers.

Hiring a contractor does not remove a company’s responsibility to provide a healthy and safe workplace. This guideline outlines a structured, six-step process to help hiring companies define expectations, select qualified contractors and manage performance throughout the working relationship.
 

Who these resources are for

  • Health and safety personnel responsible for multi-employer worksites
  • Procurement and purchasing personnel involved in hiring contractors
  • Managers who monitor contractor performance
  • Auditors developing or reviewing contractor management system audits
  • It is intended for companies operating in the Canadian upstream oil and gas industry.

 

What the guideline covers

  • Define the scope of work.
  • Establish expectations for the contractor or service provider.
  • Review submitted information and qualify the contractor.
  • Develop or select an appropriate written agreement.
  • Manage the contractor at the work site.
  • Maintain records of performance to support due diligence and improvement.
  • The guideline aligns contractor management practices with a plan-do-check-act approach to support continuous improvement.
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What You Can Do With These Resources

  • Develop or strengthen your contractor management system
  • Clarify roles, responsibilities and expectations between hiring companies and contractors
  • Review contractor health and safety management systems before work begins
  • Establish written agreements that define accountability
  • Manage contractor performance at the work site
  • Maintain records to support due diligence and continuous improvement
  • The guideline provides a six-step process to improve efficiency, communication and overall contractor performance.
     

How to use these resources

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Download program materials.

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Tailor your program

Tailor the templates and tools to reflect your company’s work and culture.

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Explore Resources

Guideline Overview & Supporting Information

  • Forum Presentation – Introducing the Guideline on Contractor Management Systems

  • Forum Presentation – Halliburton Perspective

  • Forum Presentation – TransCanada Contractor Safety Management Program Information

  • Contractor Management Systems Frequently Asked Questions (FAQs)

Guidance for working with contractors

Guidance on a system for working with contractors is provided on the following:

Keep Records and Exercise Due Diligence (Step Six)

Request e-mail of all Step Six supporting tools [email protected] file size 123 KB*
 

Training Competency Record Drilling

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Use of the information provided in this Guide should contribute to continuous improvement.

Have feedback or questions?

We welcome your input. Send your comments to [email protected]

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