Bringing in a contractor means taking on their risk too. Before appointing one, this appraisal checks their safety arrangements, certification, insurance and record, so you know they can work safely before they are on site.

Effective Form Templates

This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
The following document labelling is included in the footer:

• Form number and title
• Information-classification
• Version
• Page number / total pages

alphaZ documents - beautifully designed, tried and tested form templates. No junk, jargon or unnecessary fields. Simple and usable form templates developed over 25 years through practical use in the real world.

Further Reading

Further guidance on contractor management and appraisal:

• Managing Agency Workers and Integrated Contractors
• Managing Health and Safety at Work
• Competence and Training

Logo Update Service

Download this form template with your company name and logo already added!
Document Preparation is included with the alphaZ subscription.

How to Download

This file is included in the alphaZ subscription. This form is also included in the ISO 45001 Toolkit and every alphaZ ISO toolkit that covers health and safety, so if you need the wider set of documents for contractor appraisal and management, the toolkit route gives you this file plus everything else you need in one download.

Need Help Implementing?

If you'd like hands-on help setting up your contractor appraisals or your wider health and safety management system, our remote support services provide direct expert input from our team, by the day, by project, or on an ongoing basis.

Contractor OH&S Appraisal Template

A contractor occupational health and safety appraisal for vetting contractors before appointment. It gathers company and contact details, certification and memberships, licences and insurance, any convictions or enforcement history, and a picture of their health and safety arrangements, management system, training and monitoring.

Organisations must make sure contractors are competent to work safely, and ISO 45001 expects the health and safety implications of procurement and contractors to be controlled. This appraisal gives you a structured pre-appointment assessment and supports the operational control requirements of ISO 45001.

Built for Contractor Control and ISO 45001

The appraisal supports the operational control requirements of ISO 45001 (clause 8.1, including procurement and contractors):

• Company details, products or services, certification and memberships
• Licences and insurance captured, with copies requested
• Any health, safety, environmental or information-security convictions or enforcement declared
• Health and safety arrangements, management system, responsibilities, monitoring, training and competence reviewed

What's Included in this Contractor Appraisal

The form is a structured pre-appointment questionnaire:

• Company details - name, address, contact, products or services
• Credentials - certification (ISO 9001 / 14001 / 45001 / 27001), memberships, licences and insurances
• Compliance history - health and safety, environmental and information-security convictions or enforcement, and policies held
• H&S arrangements - management system, responsibilities, performance monitoring, accident investigation, awareness, training and qualifications

Who Needs a Contractor OH&S Appraisal?

Any organisation that appoints contractors or suppliers and needs to assure their safety competence - construction, facilities, manufacturing and any business managing a supply chain. It supports any organisation working towards or maintaining ISO 45001 certification.

Included in the ISO 45001 Toolkit

This form is part of the ISO 45001 Toolkit - risk assessments, registers, procedures and guidance for managing health and safety in one download - and is included in every alphaZ ISO toolkit that covers ISO 45001.

Pairs with the Site Pre-Start

Once appointed, bring contractors onto site with the F-HS22 Site Pre-Start.