1. RTK Contractor Management Process Book
“White Book”
Quick Reference

3. Master Contact List
A pocket card and project book sheet that contains the names and phone numbers of people to contact when an issue arises on a job or project
To give Contractors a consolidated, focused list to expedite issue resolution

5. Pre-Scoping To ensure the job’s value Setting Boundary
Understanding Need
Defining Work Elements/Deliverables
Identifying Resources
Identifying Risks and Hazards
To understand who’s doing what, when, and to reduce risk of failure
Assigning Responsibility
Resolving Schedule Conflicts
Scheduling Work
Protecting the Plan

7. Scope of Work
Outlining the division of contractor work and contractor responsibilities, and preparing the SHEA
To identify and communicate the work and its risks
Breakdown the work into manageable elements

9. Resource Identification
Estimating resources needed to produce each major deliverable
To avoid future resource problems and help assign responsibility
For each element/deliverable, ask:
What knowledge and skills are needed?
What facilities are needed?
What equipment is required?
What supplies or materials will be used?
What special or unusual resources are needed?
Document type, amount, and cost for each resource
Look at CONTRACTOR resources and KUC resources

11. SHEA / P
To ensure contractor safety related to area hazards and potential known work hazards
RTK identifies work area hazards and potential known work hazards, PPE and Special Permits related to work break down
Contractor provides plan to address hazards and requirements

13. Risk Assessment
Focus on tasks specific to work being performed by contractor
To ensure contractor safety when performing work tasks
Contractor identifies tasks and risks associated with each task
Contractor provides current risk level assessment, mitigating actions and resultant risk level assessment
Must be done jointly by RTK and Contractor
Utilize CRM on controls

15. Potential Problem Analysis (PPA)
A systematic process for protecting actions or plans
To ensure the intended value of the project is not jeopardized and to avoid being reactive
Identify potential problems
Identify likely causes
Take preventive action
Plan contingent action and triggers

17. Supporting Documents
All other documents that are needed to help the contractor achieve the goal
CRM Checklists
Drawings
Inspection forms
Applicable standards
Guiding documents

19. Issue Resolution
Driving resolution to the lowest appropriate level without impacting safety, work, budgets or schedules
To allow contractor overseers to manage their time more effectively
To document issues discussed and approved
Documented management of change orders

21. Pre-Job
Reviewing safety planning and ensuring contractor(s), customer, and contract administrators/project engineers are ready to begin
To ensure KUC’s safety values and expectations are clearly understood
Review schedule
Review SHEAP, relevant RAs, and PPA activities
Review daily communication expectations
Review Master List/escalation protocol
Checklist
Pre-job walk through if needed
To check that contractor understands RTK standards and have controls in place prior to work starting

23. Project Commercial Terms
Identify GBS Business Partner for contract
Clarify key commercial terms and restrictions on specific purchase orders related to project
Understand billable items such as:
Labor
Equipment
Materials
Mob / De-Mob

25. Contractor Engagement Plan
Understand level of engagement needed for Contractor specific to job / project
Drive consistency of engagement at each level
Continual clarification of expectations and progress against expectations