This Guide is developed to assist land based Canadian operations in developing their internal system to effectively manage service providers. This Guide can be also used by all employers to develop their own system or compare to an existing system.

Current Status: Approved

Available Formats:  Brochure available in pdf format

Click here to access Guideline on Contractor Management Systems Brochure

Forum Presentation June 16, 2010
Introducing the Guideline on Contractor Management Systems

Forum Presentation June 16, 2010
Halliburton Perspective - Guideline on Contractor Management Systems

Forum Presentation June 16, 2010
TransCanada Contractor Safety Management Program Information

Contractor Management Systems Frequently Asked Questions (FAQs)

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

• Define Scope of Work (Step One)
  Request e-mail of all Step One supporting tools safety@energysafetycanada.com file size 392 KB*
  • Contractor Management System Document Table
  • Sample Contractor Management Policy
  • Contractor Procurement Guideline
  • COAA Contractor's Health and Safety Management Process Overview
  • Vendor Accountability Process
  • Risk Matrix
  • Contractor Screening Criteria
  • Safety Specification for Integrity Critical Services
• Establish Contractor Expectations (Step Two)
  Request e-mail of all Step Two supporting tools safety@energysafetycanada.com file size 56 KB*
  • Project Manager Qualifications
  • Project Manager Specifications
  • Client Representative Qualifications
  • Pre-Job Safety Meeting Minutes Template
• Conduct Contractor Pre-Qualification and Selection (Step Three)
  Request e-mail of all Step Three supporting tools safety@energysafetycanada.com file size 102 KB*
  • Contractor EHS Pre-Qualification
  • Contractor Safety Evaluation Checklist
  • Contractor Safety Performance Assessment
  • Contractor Mitigation Plan
  • Vendor Pre-Qualification Form
• Choose and Develop the Appropriate Agreement (Step Four)
  Request e-mail of all Step Four supporting tools safety@energysafetycanada.com file size 4,028 KB*
  • Instructions for MSSA
  • Master Service and Supply Agreement
  • Safe Work Agreement
• Manage Contractors (Step Five)
  Request e-mail of all Step Five supporting tools safety@energysafetycanada.com file size 344 KB*
  • Contractor EHS Performance Evaluation
  • General Safety Orientation for Contractors
  • Contractor Safety Verification
  • Contractor Post Job Evaluation Form
  • Contractor Review Form
  • Behavioural Observation Sheet
  • Contractor Job Evaluation Worksheet
  • Project Site Hazard Assessment
  • Contractor EHS Performance Evaluation Form
  • Project Pre-Startup Inspection
  • Job Observation Checklist
  • Contractor EHS Evaluation Checklist
  • Handover Turnover Site Conditions Inspections Report
  • Safety Meeting Record
  • Worksite Use Agreement
  • Safe Work Permit
  • Safety Meeting Guidance
  • Assessing Consequences for Unsafe Performance
• Keep Records and Exercise Due Diligence (Step Six)
  Request e-mail of all Step Six supporting tools safety@energysafetycanada.com file size 123 KB*
  • Training Competency Record Drilling

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

Files

Contractor-Management-Systems.pdf