LRMS Technical Guidance · Health & Safety

    Managing Contractors Safely: A Practical Guide

    How to select, induct, monitor and review contractors so that work carried out on your premises does not create unmanaged risk.

    Technical Governance MetadataStatus: CURRENT
    Author: Louanne Lanahan (CMIOSH · OSHCR)
    Jurisdiction: England & Wales (UK Statutory Guidance)
    Published: 2026-04-18
    Last Technical Review: 2026-08-20
    Primary Statutory Sources:
    • Health and Safety at Work etc. Act 1974
    • Construction (Design and Management) Regulations 2015
    • HSE Guidance INDG368: Using Contractors

    The contractor management challenge

    When you engage contractors, you share responsibility for how their work affects safety on your premises. Effective contractor management is a four-stage process: selection, pre-work assessment, on-site control, and post-work review. The HSE guidance INDG368 explains the basics.

    Selection

    Assess competence before engagement:

    • Request evidence of qualifications, memberships and insurance
    • Review their risk assessments and method statements (RAMS)
    • Check references from comparable work

    Pre-work assessment

    Exchange information about:

    • Site-specific hazards (asbestos, working at height, hot work)
    • Permit-to-work requirements
    • Emergency procedures and site rules

    On-site control

    • Induct contractors before work begins
    • Monitor compliance with agreed RAMS
    • Use permit-to-work systems for high-risk activities

    Post-work review

    • Inspect completed work
    • Record any incidents or near misses
    • Feed lessons learned back into future contractor selection

    For construction work, the Construction (Design and Management) Regulations 2015 impose additional duties on dutyholders.

    Frequently Asked Questions

    What is contractor management in health and safety?

    Contractor management is the four-stage process of selecting, pre-work assessing, on-site controlling, and post-work reviewing contractors so that their work does not create unmanaged risk on your premises.

    What should I check before engaging a contractor?

    Request evidence of qualifications, memberships and insurance, review their risk assessments and method statements (RAMS), and check references from comparable work.

    Do the CDM Regulations apply to contractor management?

    For construction work, the Construction (Design and Management) Regulations 2015 impose additional duties on dutyholders, including contractor management and co-ordination.

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    About Louanne Lanahan

    Founder & Director · CMIOSH · OSHCR

    Chartered Safety Practitioner (CMIOSH), registered on OSHCR, MIFSM, AIFireE, and NFRAR. Founder and Director of Lanahan Risk Management Services Ltd since 2014.

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