The following provides guidance on how to implement the Group Contractor Performance Management Standard. The Standard should be read alongside this guidance. It applies to the Supply Chain, S&SD and Social Performance disciplines and defines five steps in the contractor-management process. For each step, the Standard outlines the minimum requirements at a high level.

The guidance in this section is structured according to those same five steps – or ‘tasks’, as outlined below ‒ but focuses on the social performance aspects of contractor management in more detail. The Standard and this guidance apply to all types of contracts, from large EPCM contractors to smaller contractors providing transportation services, for example.

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Figure 4B.1 ‒ Contractor management process steps

While this section does not explicitly follow the Plan Do Check Act cycle, it does so implicitly. The Plan stage of Plan Do Check Act is covered in the Define and Plan, Sourcing and Contracting and Pre-Commencement steps of the Group Contractor Performance Management Standard. The Do stage is covered in the contract execution component of the Contract Execution and Performance Management step. The Check stage is covered in the performance management component of the Contract execution and Performance Management step, as well as in the Close-out step of the Group Contractor Performance Management Standard where lessons learned are identified. The lessons learned should be used to improve contractor social management policies, processes and activities at the site, and inform future contractor selection.