# Contractor Safety Prequalification Checklist for Manufacturing Sites > Source: https://netray.co/tools/contractor-safety-prequalification-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer Screen contractors on safety performance, insurance, programs, training and site rules before they start work on your plant. ## Category ehs-workforce ## Industry Manufacturing ## Audience - Safety manager - Procurement - Maintenance manager ## Tool **Kind:** checklist **Groups:** #### Safety performance records **Items:** **Text:** Recordable incident rate for the last three years is provided and reviewed against your threshold **Critical:** true Experience modification rate or equivalent insurer rating is provided **Text:** Fatalities in the last five years are disclosed with a summary **Critical:** true Regulatory citations and penalties from the last three years are disclosed Days away, restricted or transferred rate is provided Incident investigation approach is described with an example #### Insurance and legal **Items:** **Text:** Current certificate of insurance for general liability matches contract limits **Critical:** true **Text:** Workers compensation or statutory injury cover is in force for all workers on site **Critical:** true Auto liability and umbrella cover are in place where vehicles are used Insurance names your company as additional insured where required Indemnity and safety clauses are in the contract or purchase order #### Safety management system **Items:** **Text:** Written safety program exists and has a named responsible manager **Critical:** true **Text:** Hazard assessment or job safety analysis is done for the scope of work **Critical:** true Emergency response and first aid arrangements are defined for the work Subcontractors are managed under the same requirements Alcohol and drug policy is provided where your site requires it Safety meetings, toolbox talks and inspections are documented #### Training and competence **Items:** **Text:** Workers hold required licenses or certificates for the trade, for example electrical, crane or welding **Critical:** true **Text:** Fall protection, confined space and lockout tagout training records for relevant workers **Critical:** true Hazard communication training covers site chemicals Supervisors have completed a recognized safety course Language support for the workforce is arranged for safety briefings #### Site rules and permits **Items:** **Text:** Site orientation is completed by every worker before first entry **Critical:** true **Text:** Hot work, confined space and electrical work permits are agreed in advance **Critical:** true Contractor follows host lockout tagout and the group lockout method is agreed Required PPE is specified and supplied by the contractor Equipment brought on site is inspected, for example ladders, lifts and cords **Text:** Site contact and stop-work authority are clear to all workers **Critical:** true Chemicals and waste brought on site have SDS and a disposal plan #### Approval and review **Items:** Evaluator and date recorded, with decision: approved, approved with conditions or rejected Approval period is set and a reminder for renewal is in place Contractor performance is reviewed after the job and added to the file Approved contractor list is updated in your vendor master **Scoring Note:** Do not approve a contractor with unresolved critical items. Approve with conditions only when each condition has an owner and a date. ## Content **Intro:** This checklist helps a safety manager and procurement team judge whether a contractor can work safely on your site before the first purchase order. It covers safety record, insurance, programs, training, site rules and the approval decision. **Sections:** #### How to use it **Body:** Send the contractor a short questionnaire built from the items, collect the evidence they provide, and tick each item you have verified. Items marked critical should be resolved before approval. For high-risk work such as confined space entry, hot work, work at height or electrical work, ask for the specific procedures and competence evidence, not only the generic program. #### Reading the safety record **Body:** Incident rates are most useful over three years and compared with the contractor's industry average, not an absolute number. A small firm with few hours can show a very high or zero rate by chance, so ask about near-miss reporting and leading indicators too. Check that the figures are for the same legal entity that will work on your site, and that the most recent period is complete. **Bullets:** - Use rate trends, not a single year - Ask for hours worked next to the rates - Ask how near misses are reported and closed - Verify insurance with the insurer, not only the certificate #### Common mistakes **Body:** Approving on price alone, accepting a certificate that has expired, skipping orientation for short jobs, and forgetting that subcontractors of the contractor are on your site too. Another is no clear owner after approval: assign a site sponsor who checks the work in progress and has stop-work authority. Re-qualify on an annual cycle, and after any serious incident. **Cta:** If you want contractor status, insurance expiry and permit requirements visible in the ERP vendor master and purchasing flow, we can help set that up. **Faq:** #### What incident rate should I require? **Answer:** There is no universal cut-off. Many companies compare the contractor's recordable rate with the industry average for the trade and ask for explanation above it. Set the threshold with your safety leadership and apply it consistently. #### Do I need prequalification for a short job? **Answer:** A lighter version is still wise. Even for a one-day job, check insurance, competence for the task, a hazard review, and give a site orientation. High-risk tasks need the full process regardless of duration. #### Who is responsible for contractor safety? **Answer:** Both parties. The contractor is responsible for its workers and methods, and the host employer has duties for the site hazards and for coordination. Under many laws the host cannot hand off safety simply by using a contractor. #### How long does approval last? **Answer:** Commonly one year, with earlier review after an incident, a change of ownership or a change of scope. Align the date with insurance renewal so one reminder covers both. ## Search terms contractor safety prequalification checklist, contractor safety evaluation form, contractor onboarding safety checklist, vendor safety questionnaire manufacturing, contractor EMR TRIR review, contractor orientation checklist, third party safety management --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json