Change Country

 Loading... Please wait...

Connect with us

Contractor Safety Management (CSM)

contractor safety management

Course Overview

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 thoughtprovoking exercises that will further develop their abilities to effectively use contractors safely.


The Contractor Safety Management course is designed for 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.

Learning Objectives

In order to accelerate skill development, this course features a problem-based learning approach that provides a collaborative jobfocused experience. Participants will integrate contractor safety principles into an owner/contractor engagement, implement roles and responsibilities that ensure contractor safety leadership, capture critical components for successful contractor training programs within a PSM environment, evaluate contractor performance, manage contractor safety in process or facility turnarounds, address critical safety training issues for foreign contracted workforces, and collaboratively build a personal compilation of recommendations to apply on-the-job.

Length: 3-day course

  • PSM 101: PSM Overview
  • Prior exposure to operations, maintenance, or projects

Module 1:

Introduction to CSM
This module discusses the importance of CSM and examines several incidents where proper CSM would have mitigated the risks. Participants will also compare and contrast Capital Expansion, Turnarounds (TARs), specialty contracts, and one-time and supplemental labor maintenance contracts.

Module 2:

Planning and Beginning Contractor Work
Participants will look at the steps for planning contractor work, including project justification, engineering due diligence, and project scope, among others.

Module 3:

Planning Excellence in Contractor Work
In this module, participants will look at the parameters of contract administration including prequalification, bidding and awarding, management commitment, and more.

Module 4:

Ensuring Excellence in Contractor Work
Participants will explore the ways hazardous events can occur.

Module 5:

Applying CSM to Turnarounds: Importance of Owner's Role
Participants will hear about the steps for applying CSM to TARs.

Module 6:

Unique Challenges in Developing Contracted Labor
This module looks at the challenges associated with foreign workers.

Based on our experience, we recommend that companies do the following on an organizational level:

contractor safety management diagram

Results and Path Forward

After completing this course, participants should compile a list of action items based on their learning to apply back on the job. This starts with writing new or upgrading existing CSM procedures. To build competency at the individual level, the participant should identify a coach, apply the updated procedure to select projects or contractors, evaluate the application, and get assessed on the competency requirements for applying II.

It is recommended that participants go through an e-learning refresher course once a year and instructor-led refresher training once every three years.

Call 1-800-828-8190 to speak with an account representative.