Introduction:

An effective relationship between clients and contractors at all stages of the procurement / supply chain is essential for competently managing health and safety in a hydrocarbon (or any) facility. This five-day course provides the practical processes for developing and managing a contractor safety management system covering all stages of the contracting cycle based around recognized management systems, such as API Recommended Practice 2220 Improving Owner and Contractor Safety Performance and OGP guidance Managing in a Contracting Environment. The course includes advanced interviewing skills, which are taught and then used in a simulated but realistic extensive contractor selection case study exercise. The goal of this course is to explain the Contractor Safety Management (CSM) practices, policies and procedures in a process or operational environment. The major focus is to develop competent CSM leaders who can plan and execute all work that utilizes contractors. Participants will collaborate in small groups to analyze scenarios using incident videos and case studies. Throughout the course, they will work through thought-provoking exercises that will further develop their abilities to effectively use contractors safely.

Course Objectives:

By the end of this course, delegates will be able to:

• Implement a contracting supply chain strategy based on an understanding of the risks and benefits of outsourcing low risk, high risk and specialist activities
• Develop a contracting strategy based on a pre-qualification program
• Prepare a program to initiate the use of competent contractors based on bid documents covering HSE and other relevant standards
• Communicate effectively with contractors, including reporting requirements for incidents and accidents and emergency procedures
• Identify the barriers that could prevent successful implementation of a contractor safety program, and how to overcome them
• Develop a program of supply chain performance monitoring
• Perform an effective interview, including describing the benefits and disadvantages of various questioning techniques
• Provide feedback likely to initiate continual improvements in contractor performance
• Use sector management systems such as OGP, API standard 2220, and HSG65 as methodologies for initiating and maintaining continual improvements in contractor performance

Who Should Attend?

Team Leaders, Managers, Line Managers, Supervisors, Team Leaders, Project Managers, Control Center Operators and Supervisors, Emergency Dispatchers, Security Personnel and CCTV Operators, HSE Officers, HSE Personnel, HSE Professionals, Emergency Response Team Members, HSE Managers and Auditors, Health & Safety and Environmental Professionals, Coordinators, Specialists and other full-time safety practitioners, Fire Officers, Loss Control Managers, Security Directors and Managers, Security Supervisors, Facilities Directors and Managers, HR and Administrative Managers with responsibility for security, Project Managers, Safety Inspectors, Plant Managers and Supervisors, Incident Control Point (Forward Control) Team Members, Supervisors, Advisors, Auditors, Laboratory Personnel, Emergency Personnel, Maintenance Personnel, Procurement and Supply Chain Managers, Engineers & Maintenance Personnel, Experienced and new auditors linked to the company’s HSE Management Systems, HSE-MS Personnel, Personnel involved in implementing the Company’s HSE-MS, Control Center Operators and Supervisors, Security Personnel and CCTV Operators, Incident Control Point (Forward Control) Team members, Staff responsible for managing hazardous wastes, Supervisors and Line Management who have assigned responsibilities within the organization’s Safety Management System (SMS), procurement, contract, operations and maintenance managers; operations, contracting, technical, and maintenance engineers; CSM element leaders and team members; and site process safety management (PSM) leaders and team members

Course Outline:

• Introduction to CSM
• The importance of CSM
• Incidents where proper CSM would have mitigated the risks
• Comparing and contrast Capital Expansion, Turnarounds (tars), specialty contracts, and one-time and supplemental labor maintenance contracts
• Supply chain strategy
• Management systems, RP 2220, OGP guidance
• Pre-qualification; approved contractor status
• Bidding, evaluation criteria, appointment
• Communication
• Supply chain performance monitoring, interviewing skills, auditing
• Planning and Beginning Contractor Work
• The steps for planning contractor work
• Project justification, engineering due diligence, and project scope
• Planning Excellence in Contractor Work
• The parameters of contract administration including prequalification, bidding and awarding, management commitment
• Ensuring Excellence in Contractor Work
• The ways hazardous events can occur
• Applying CSM to Turnarounds: Importance of Owner's Role
• The steps for applying CSM to tars
• Unique Challenges in Developing Contracted Labor
• The challenges associated with foreign workers

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