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rent and accessible within a single repository.
2. Pre-Job Task and Risk Assessment: The second step in the
contractor lifecycle is standardizing a method to evaluate the risk of the work to be performed in order to place contractors in an ap- propriate risk category.
Best practices:
■ Stratifying risk based on work type; this may include con- tractor self-assessment questionnaires, then assigning risk levels based on the work they perform for the host employer.
Common challenges:
■ Host employers may not be aware of the span of work con- tractors perform, allowing prime or general contractors to vet their sub-contractors, which may present conflicts of interest and/or questions around completion.
3. Contractor Orientation & Training: The third step of the con- tractor lifecycle takes place prior to contractors starting work. In this step, contractors receive site orientation or induction training.
Best practices:
■ Standardized video presentations, with competency-based quizzes requiring 80 percent accuracy. Other standards include the requirement of an OSHA 30-hour pre-arrival orientation course for supervisors and an OSHA 10-hour course for workers.
Common challenges:
■ Significant amount of contractor face time to complete site ori- entation and appropriate technology to collect and maintain records.
4. Monitoring of Job: The fourth step in the lifecycle involves the host employer going to the job site to conduct field oversight of the contractor’s job safety performance. This step may also include con- tractors conducting self-assessments of their job safety performance.
Best practices:
■ Host employer—daily sight checks, safety talks, weekly walk-throughs, quota systems, contractor self-assessments with a quota requirement, use of mobile apps, contractor incident report- ing requirements, and tracking corrective actions.
Common challenges:
■ Tracking incident reports or job-site observation deficien- cies. Host employers may not have a standardized contractor safety infraction disciplinary policy.
5. Post-Job Evaluation: The final step in the contractor lifecycle is the establishment of a formal contractor post-job evaluation process.
Best practices:
■ Very basic collection of information on whether the work was completed safely and within the expectations of the host employer.
Common challenges:
■ Campbell Institute members indicated this was the most difficult aspect to manage and communicate within the contrac- tor lifecycle. Most host employers didn’t dedicate time for lessons learned before they moved to another project. Many lacked a com- mon standard and repository (access) between departments and lacked resources for data analysis.
For any company looking to create or improve its efforts in contractor management, the Campbell Institute white paper is an excellent resource to understanding best practices and common challenges from some of the best companies in the world. The five steps of the contractor lifecycle can be used by all companies as a model to conduct a gap analysis in assessing their current efforts in contractor management and in creating a continuous process improvement initiative.
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