Workshop #1

CONTRACTOR CATEGORIZATION
1. Identify a task /activity that your company acquire
services from service provider.

2. Assess to determine the type of contract (low, medium

and high) and the use of category to determine the
requirements.
 CONTRACTOR CATEGORIZATION

TYPE OF CONTRACT
PROPRIETARY
CONTRACTOR
COMPANY
ACTIVITY /TASK REQUIREMENTS/ CLASS

DURATIO
FINANCE
CONTROLS

SKILL
QUALIFICATIONS

RISK

N
 Contractor EHS Pre-qualification

EHS Criteria should include the following:

 Injury and illness performance data

 Special skills & training (e.g. TESDA certifications, registrations,
licenses and experience)
 EHS Management Program
 Compliant with applicable regulatory requirements in contracting (e.g.
PCAB, DO 18A, DO 174, RA 11058 (DO 198-18))
 Work History/Project Accomplishment and feedbacks
 Financial Stability
 Contractor Categories
PROPRIETARY
TYPE OF CONTRACTOR
CLASS CATEGORY ACTIVITY COMPANY
CONTRACT REQUIREMENTS
CONTROLS
• Construction
• Critical Maintenance
Advance Safety
• Offshore drilling
Management System Conduct pre-
• Underground working High Risk
selection audit
• High voltage electrical
Loss Control Suitable resources and
works High
system insurance Ensure resources,
• Long term partnerships ( Finance
requirements finances insurance,
e.g. catering, janitorial)
A are identified Stability & Suitability business plan,
• Transport Long
as satisfying business plan workforce are
• Waste disposal Duration
the demands suitable via audit
• Contracts involving
of contract Skilled trained
interaction with Highly
motivated workforce Reference checks,
chemicals, biological Skilled
visits, meetings
agents, radioactive
sources, explosives, etc
 Contractor Categories
PROPRIETARY
TYPE OF CONTRACTOR
CLASS CATEGORY ACTIVITY COMPANY
CONTRACT REQUIREMENTS
CONTROLS
• Construction
• Critical Maintenance
• Offshore drilling
Involve same • Underground Appropriate Safety
activities but working Management System
assessments • High voltage Moderate Risk Conduct appropriate
may show the electrical works Appropriate resources level of pre-selection
risk to be less • Long term Medium Finance and insurance audit to ensure the
severe, the partnerships ( e.g. contractors can
B requirements catering, janitorial) Short/ Medium Appropriate business comply with defined
of the • Transport Duration plan standards,
contracts less • Waste disposal requirements &
demanding, or • Contracts involving Skill As defined by work scope of work
the duration of interaction with Requirements scope
the contract chemicals, biological
limited agents, radioactive
sources, explosives,
etc
 Contractor Categories
PROPRIETARY
TYPE OF CONTRACTOR
CLASS CATEGORY ACTIVITY COMPANY
CONTRACT REQUIREMENTS
CONTROLS
Basic Health & Safety
System Pre-selection
checks, meeting,
Low Risk
Minimum insurance as questionnaire,
• Part time
Contracts may required reference checks.
• Housekeeping Low Finance
involve “low risk”
C • Laundry
activities Available Define rules,
services Short Duration
standards &
As required requirements
Basic /Semi Skills
Monitor