Template

Contractor Approval Questionnaire Template

by Samuel Giuffre, from the Community

Use this Contractor Approval Questionnaire template to prequalify and approve contractors before engagement. Capture company details and job references, verify workers compensation, public liability, and professional indemnity insurance, and attach certificates. Review WHS practices, assess high-risk tasks, confirm the presence of JSAs/SWMS and a safety management system, and record any regulator notices and corrective actions. Check staff training and required licenses at induction to ensure compliance and site readiness.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Contractor Management Checklist Audit
Conduct a thorough contractor management audit with this checklist. Verify contracts and service agreements, confirm current certificates of currency for workers compensation, public liability and general insurance, ensure site inductions are completed and recorded, and check that contractors follow policies and procedures. Capture and review business and personal licenses and qualifications, collect SWMS, JSAs and risk assessments for high-risk tasks, and validate work permits with attached safe work methods detailing identified risks. Includes sections for multiple contractors and sign-off by department representatives and auditors.
by Neil Dorward, from the Community
Downloads: 20+
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Template
Contractor Induction Checklist for Alamanda
Use this contractor induction checklist to onboard contractors safely before work begins. Cover general site induction such as health and safety, incident reporting, emergency procedures, traffic plans, first aid, conduct rules, and hazardous substances. Review SWMS or equivalent, capture licenses and qualifications, verify public liability insurance minimum 10 million and workers compensation, and note asbestos information and required permits for high risk tasks like hot work, confined spaces, and working at heights. Includes sections for scope of works, risk controls, and manager and contractor sign-offs.
by Estate Manager, from the Community
Downloads: 0
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Template
Contractor Spot Check
This Contractor Spot Check template helps supervisors verify on-site contractor compliance and safety in minutes. It covers induction and sign-in, availability of JSAs or safe work procedures, correct use of PPE and controls, up-to-date SDS for chemicals, suitability and condition of tools and equipment, test and tag status, RCD use, housekeeping, and verification of licenses. Use findings to record issues and assign corrective actions.
by Samuel Giuffre, from the Community
Downloads: 10+
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Template
Contractor HSEQ Capability Assessment
Use this comprehensive checklist to assess the health, safety, quality and environmental capability of contractors, subcontractors and suppliers before approval. Review health and safety policy, roles and training, plant and equipment safety, safe work methods for high risk tasks, hazard identification and control, inductions, toolbox talks, drug and alcohol policy, subcontractor selection and verification, incident reporting and investigation, emergency preparedness and first aid, and PPE. Evaluate quality management processes including ISO 9001 readiness, document control, purchasing and supplier evaluation, inspection and testing, corrective and preventive actions and audits. Verify environmental management practices including ISO 14001, consents and permits, waste minimisation and recycling, transport and fuel management, staff training and regulatory compliance. Capture references and confirm insurance coverage to complete prequalification.
by Karin Haigh, from the Community
Downloads: 200+
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Contractor Approval Questionnaire Template

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Contractor Management Checklist Audit

Contractor Induction Checklist for Alamanda

Contractor Spot Check

Contractor HSEQ Capability Assessment

You might also like

Contractor Management Checklist Audit

Contractor Induction Checklist for Alamanda

Contractor Spot Check

Contractor HSEQ Capability Assessment