The document outlines best practices for contractor safety management, emphasizing prequalification, risk assessment, training, monitoring, and post-job evaluation to enhance workplace safety. Major challenges include financial pressures leading to unsafe behaviors and a lack of integration of contractors into overall safety statistics. The Campbell Institute provides resources and research for organizations to improve contractor safety management and the overall effectiveness of their safety programs.

1. Best Practices in Contractor
Safety Management

2. Joy Inouye
Research Associate
Campbell Institute
Pat Cunningham
Director, Safety &
Auditing Services
BROWZ

3. BROWZ delivers assurance that
businesses are working with safe,
qualified, and socially responsible
contractors and suppliers.
Contractor Prequalification & Management

4. Save lives by preventing injuries and
deaths at work, in homesand
communities, and on the roads,
through leadership, research, education
and advocacy.

5. The Campbell Institute, at the
National Safety Council, is the
EHS center of excellence.

6. Participants
As of 2/15/2016

7. Featured Organizations

8. What is a contractor?
Non-employees on
company site?
What if they work
off-site?
Suppliers of equipment?
Servicers of equipment?
Long-term and embedded?
Short-term vendors?
Who here uses
contractors?
Does anyone here
act as a contractor
for other companies?

9. A Global Look
70% of organizations contract more than
5% of the workforce – KPMG study
45% of organizations struggle to attract
qualified craft labor – KPMG study
15.5 million in U.S. are self-employed; 60
million by 2020 –BLS and Intuit studies

10. Top Compromising Factors
Financial pressures that lead to shortcuts
and unsafe behavior
Lax training and supervision, broken info
flows, unclear work responsibilities
Insufficient safety standards and relaxed
enforcement

11. Contractor Life Cycle
1. Prequalification
2. Pre-job task & risk assessment
3. Training & orientation
4. Monitoring of job
5. Post-job evaluation

12. 1. Prequalification Best Practices
Analysis of safety statistics
(EMR, TRIR, DART, etc.)
Inclusion of records, logs,
continuous improvement plans

13. 1. Prequalification Best Practices
Use of third-party
verification services
Fill performance gaps, ensure
compliance for specific industries

14. 1. Prequalification Best Practices
Use of internal scale,
checklist, or rating system
Grade or rating based on
policies, statistics, history

15. WC claims, injury logs,
environmental reports,
regulatory citations
Citation records, fatalities
Continuous improvement plans

16. 2. Pre-job Task & Risk Assessment Best Practices
Risk rating of work to be
performed
• Liability categories
• Action levels
Rating based on risk matrix,
additional safety programs
for high risk

17. Risk point values for
severity, frequency,
and probability
Risk assessed in terms
of insurance liability
Higher liability projects
vetted through third
party

18. 2. Pre-job Task & Risk Assessment Best Practices
General contractors
responsible for holding
subcontractors to safety
standards
Subcontractors must meet
same requirements, submit
pre-job hazard analysis

19. 3. Training & Orientation Best Practices
Mandatory safety training
before work begins
Required tests, documented
pre-shift safety meetings

20. Training completed
within one week of
start of work
Safety video and test
directly afterward
30-hour and 10-hour
OSHA courses

21. 3. Training & Orientation Best Practices
Specialized training offered
• Hazard identification
• PPE
• Fall prevention
Annual refresher courses,
badges to indicate
specialized training

22. Specialized area trainings
completed through
online program
Refresher courses held
annually for long-term
contractors

23. 4. Job Monitoring Best Practices
Periodic assessments (e.g. daily,
weekly, monthly, annual)
Compliance with pre-task
safety plans

24. 4. Job Monitoring Best Practices
Safety observations
from contractors
Mobile apps to submit
observations, quota per month

25. Contractors submit minimum
of 2 observations per employee
per month
Uses mobile app (Lifeguard®)
to track reports of unsafe
conditions

26. 4. Job Monitoring Best Practices
Maintenance of incident &
near miss report logs
Reports on incidents & corrective
actions to evaluate performance

27. Quarterly reports on lost-time
injuries and dollar losses for
Quality Assurance Plans
Contractors maintain incident
and near-miss report logs

28. Common Challenges
Lack of specific courses of
action for contractor
infractions
Action flow chart, levels of
discipline, strict policy for
serious infractions

29. Consequences outlined for 1st-3rd
infractions; termination of contract on 4th
Flow chart of actions for contractor
infractions ending in dismissal
IDLH infractions are grounds for
immediate termination of contract

30. Common Challenges
No integration of contractors into
an organization’s safety statistics
Contractor injuries still
tracked, even if not included
in company scorecard

31. Common Challenges
No formal post-work
evaluation of contractors
Guidelines for requalification,
evaluate if work was done
safely & well

32. Post-work evaluations considered
when bidding for future jobs
Safety & Operating Inspection
completed for every process change
Periodic performance reviews
capture contractor performance

33. Common Challenges
Lack of direct oversight of
subcontractor safety
Host employer liability gap
with prime contractors
vetting subs

34. Summary of best practices
and common challenges

35. for more information on
Campbell Institute member
contractor programs and to
download the research
white paper.
Visit thecampbellinstitute.org/research

36. Contractor Management
What is the Return on Investment (ROI)?
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37. “Campbell Institute” @RWCInstitute BROWZ.com/demo