F-HS16 Contractor OHandS Appraisal Form
File Reference : F-HS16 Contractor OHandS Appraisal Form
Date File Updated 10-07-26
File Format MS Word
No. of files 1
Category Health & Safety Form Templates
Tags: ISO 45001, 8.1, ISO 45001:2018, contractor, appraisal, procurement, health and safety
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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.

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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.
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Further Reading
Further Reading

Further guidance on contractor management and appraisal:

Document Preparation
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How to Download

To get access to this file please click on Add to Cart to purchase for immediate download. If you have an alphaZ Subscription just click on Download Files to view all the files available to download. 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.

Implementation Support
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File Formats

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.

Andrew  McCourt

This form allows your organisation to conduct pre-screening of potential suppliers or contractors to ensure that they meet the required standard to conduct any services. It is your duty to ensure that persons conducting works or services on your premises have the relevant, competency, training, and insurances to provide the intended service.

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