The guide sets out a broad process for building health and safety into contract management, which can then be adapted to specific contractual situations or industries. It was developed in response to submissions received by the 2007 Quality Regulation review.

Further information

• Health and Safety in Contracting Situations
• best practice case study of Manukau City Council’s procurement arrangements

Table of Contents

Foreword

Introduction – the duty outlined

• The application of the law to contracts in workplaces
• What the duty requires
• The extent of the duty
• Who is a principal?
• Agents and advisers
• Situations where the contractor is better resourced than the principal
• Selling, leasing or loaning goods and other equipment  
• Related duties during the progress of the contract  
• Overview of process  

1. Scoping the work

• 1.1 A process for dealing with health and safety issues in tendering.
• 1.2 Pre-tendering steps

2. Pre-qualifying the contractor

3. Contractor selection and negotiation of terms

• 3.1 Including project health and safety information in the tender
• 3.2 Tender review, evaluation and contractor selection

4. Awarding the contract

• 4.1 Documentation
• 4.2 Briefing the contractor
• 4.3 Information-sharing between principal and contractor

5. Monitoring the contract

6. Post-contract review

Case studies

• Case study 1: Contract to build a small residential development
• Case study 2: Harvesting a woodlot of plantation timber
• Case study 3: Local authority lets a contract for a new link road
• Case study 4: Motor vehicle insurer includes health and safety in its approved repairer processes
• Case study 5: Government department lets a contract for the cleaning of a large office in a suburban shopping mall

Glossary