Skip to content
Download and print this by Logging in

Effective Contractor Management e-Learning Training Course

Course Highlights

  • NQF Level: 4
  • CPD Points: 2
  • Topics: 38
  • Duration: 195 Minutes
  • Audio: Yes Responsive: Yes
  • Pass Mark: 75%
learn about people


  • Occupational Health, Safety and Environmental Practitioners
  • Line Managers
  • Supervisors, and
  • Any employee that must be familiar with the basic but essential content of implementing practices to ensure that contract workers can perform their jobs safely without adding or increasing facility operational risk.


Industries often rely on contractors for specialised skills and, at certain times, to accomplish particularly hazardous tasks often during periods of intense activity, for example, turnarounds. In such considerations along with the potential lack of familiarity which contracted personnel may have with the hazards of the facility and operations, these contractors pose unique challenges for the safe utilisation of contract services.


The candidate will obtain satisfactory knowledge of system of control to ensure that contracted services support both safe facility operations as well as the company’s process safety and safety performance goals.
The candidate will learn that contractor management does not involve the procurement of goods, supplies, or off-site equipment fabrication functions which are covered by the asset integrity quality assurance Furthermore, the candidate will be knowledgeable in the following:

  • The identification of the need for contractor services such as design, construction, maintenance, and several other functions
  • The hazards involved with bringing contractors into a facility where they are unfamiliar with the hazards present in that area.
  • The possibility that contractors may expose facility personnel to new hazards that were not previously present in the facility.
  • That the contractor may unintentionally defeat or bypass facility safety controls.
  • The benefits derived from effective contractor management training and the selecting contractors carefully and applying prudent controls to manage their services.
  • The benefits that can be derived from cooperation between companies and contractors in providing a safe workplace to protect the workforce, community, environment, and the welfare and interests of the company.


To ensure that the candidate understands that while some responsibilities for the implementation of contractor management components are assigned to contractor personnel, there are tasks which are assigned to company staff either at facility or corporate levels.
To help the candidate differentiate between specific delegation of responsibilities of the contractor, corporate, and facility personnel which needs to be resolved before a relationship can be started between the contractor and the company.
To ensure that the candidate can differentiate between the following delegated roles and responsibilities of company groups:

  • Operations
  • Maintenance craft groups
  • Facility or corporate safety, and
  • The process safety group.


  • The creation of a list of pre-qualified candidate contractor firms
  • The selection of specific contractors with strong safety programs and good safety records
  • The preparation of contract employers and their employees to safely provide their services based on the understanding of the relevant risks involved, facility safety controls and procedures, and their personal safety responsibilities.
  • The safe delivery of the contracted services with improved quality and productivity.
  • Appropriate documentation of the contractor screening and selection process.
  • The safety performance of the contractor during the performance of its services, and
  • Any other issues relevant to the evaluation of the contractor for potential selection of future services.


The content of this course has been formulated around the prescriptive requirements of effective contractor management. Effective systems for qualifying candidate firms must be established not only on technical capabilities, but also on safety programs and records, including:

  • The orientation and training of contractor personnel which must be completed before work commencement
  • Responsibilities of this training which must be defined with part of the training provided by the contract employer and other parts by the contracting company.
  • The General Administrative Regulations
  • The boundaries of authority and responsibility must be clearly outlined and set for any contractor that performs work at the facility.
  • Periodic monitoring of contractor safety performance as well as the auditing of contractor management systems is mandatory.
  • At the end of the contract period, there must be a retrospective evaluation regarding the safety performance of the contractor. This will aid in determining whether the contractor can be retained or considered for future work.


The candidate attending the course will be assessed against the outcomes of each element through the completion of a subscribed knowledge assessment along with a practical assessment. These assessments will cover the essential embedded knowledge as stipulated in the course and will ensure that the candidate can apply the learning to a working situation.


To gain access to this training program, it is mandatory that the employer subscribe to the SafetyWallet membership subscription so that the learner can enrol to any of the Health and Safety e-Learning training programmes.
Attending candidates must obtain a pass mark of at least 75% or higher is necessary in each Modular Assessment. Should these conditions have been met, the candidate will receive an accredited Certificate of Completion.