1. Thanks for your time today. Introduce yourself (if needed).
Have you heard of PEC?
Can you tell me a little more about your organization?
How do you currently manage your contractors?
What are you verifying?
How are you handling insurance?
What types of audits are you conducting?
How are you tracking who is coming on and off of your site?
How do you verify your training?
Are your contractors managing their subs?
What are you currently requiring of your contractors?

2. Who is PEC Safety?
PEC is a Louisiana based, family owned company founded in 1993 with over 120 employees.
Office Locations:
Mandeville, Louisiana
Morgan City, Louisiana
Midland, Texas
Dallas, Texas
Houston, Texas
San Antonio, Texas
Regional Representatives in Oklahoma, North Dakota and Pennsylvania
Created 1st online Standardized Safety Questionnaire in 1996
PEC is a family based SAFETY company
We have expanded with regional representatives in most energy producing regions of US
In 1996 PEC created 1st online safety questionnaire to help standardize the contractor prequalification system in the GOM
Now over 15,000 contractors are managed within our database

3. Philosophy of Standardization
Our Philosophy of Standardization
Standardized Safety Questionnaire
Standardized Orientation
SafeGulf
SafeLandUSA
Shared SSQ Verifications & Audits
Our mission is to help your employees get home safely to their families
Our Philosophy has always been that through standardization we can help eliminate wasteful duplication.
PEC’s mission is to provide standardized training programs and contractor evaluation processes ensuring quality control and minimizing risks that an Operator is exposed to when using Contractors.
Everything from our standardized questionnaire, that’s 160 questions not 1200 like some other systems, to the standardized orientations we helped create which are now industry recognized, our mission is to help the people in the field get back home safely each night to their families
“PEC Safety’s mission is to provide standardized training programs and contractor evaluation processes ensuring quality control and minimizing risks that an Operator is exposed to when using Contractors. Through standardization, we strive to minimize unnecessary duplication of efforts and expenses, while ultimately making the workplace a safer environment.”

4. PEC at a Glance

5. Strengths and Experience
Helped develop and manage SafeGulf and SafeLandUSA orientations
PEC has increased our customer support manpower by 140% since 2013
We are a SAFETY company! NOT a software company.
Proven to respond under extreme conditions: Trained, tracked and badged 150,000 responders in 4 months for BP MC252 Blowout
We began 20 years ago as a safety company providing training to Operators and Contractors.
We are a SAFETY company that developed software. NOT a software company that is trying to learn Safety.
Over a half million students have utilized our standardized orientations
We have reinvested a lot of money into service (HOW)
We trained, badged and tracked over 150,000 responders to BP MC 252 Blowout in 4 months!
One of the biggest things that sets us apart from other similar services is our customer service which is driven by a human element that customers receive when thy call into our office whether they are an operator or a contractor.

6. History of PEC Safety PEC Safety is Incorporated & Training Begins
SSQ/SHERP Developed
Creation of SafeGulf
We have more experience and knowledge than anyone in the industry working with Contractor Management and training. We started this process in 1993, 10 years before anyone else even thought about helping Operators manage their Contractors and safety.
Creation of SafeLandUSA
PEC Safety Administers SafeLandUSA Database
BP Oil Spill – PEC Safety Trains 150k Response Workers in 3 months

7. What is the SSQ? Standardized Safety Questionnaire (SSQ)
140 – 160 standardized questions
Ability to add Operator specific questions
Scoring for different Business Units, locations, service lines, etc.
Easily score, evaluate, and rank, your contractors
20 years ago we got 10 Operators and 10 Large Contractors together to create the first online Standardized Safety Questionnaire (SSQ) to cut down on duplicate paper questionnaires.
The two groups formed an Operator Development Team (ODT) and Contractor Development Team (CDT)
The ODT and CDT meet every year to ensure that the appropriate questions are added/subtracted based on industry needs while also easing the workload on the contractors that are required to fill it out.
Our questionnaire asks Contractors to answer questions that apply to the services they provide. We are not going to ask a transportation company to answer questions about their Confined Space program if they do not provide that service.
Each operators has the ability to add company specific questions that may not be covered in the Standardized Questionnaire along with being able to breakout and score contractors in specific categories based on risk.
The customization for you comes with Operator specific questions , scoring and rankings Your Contractors can be divided into multiple categories, like Business units, all with customizable scoring

8. What is the SSQ?
Over 15,000+ contractors complete the SSQ for at least one Operator
Typically, 70% of a new client’s contractor list is already in the system
Each contractor updates their SSQ quarterly
Contractor’s OSHA/EMR documentation, policies, safety manuals, etc. can be uploaded, viewed, archived for 6 years
Implementation into our CMS is easy considering 70% of your contractors are already in our database which eases process of onboarding your contactors so you can begin managing them quickly.
We started as a small contractor so we understand the work it takes to meet these requirements form their perspective.
We understand that some small contractors might not be tech savvy. They can print and mail their SSQ to us and we will input the info for them.
A snap shot of the questionnaire and uploaded documents are taken at the end of each month and archived for 6 years.
They are viewable by both the Contractor and Operator
Quarterly updates and document archiving gives you and your contractor peace of mind because important safety information will be saved no matter what mother nature may blow your way.
PEC’s customer support reps ensure that all contractors update their questionnaires on a quarterly basis so that our customers are evaluating up to date information and statistics.
If you send us a list of current Contractors we will provide you with a Comparison report to show how many of them are currently in our system

9. SSQ Topics General Incident Statistics Training Communications
Safety Meetings
PPE
Alcohol and Drug Program
Incident Procedures
Subcontractors
Environmental Issues
Safety, Health and Environmental Management
Industrial Hygiene/ Occupational Health
Fines and Citations
Subpart “0”
Subpart “S”
Marine Vessel
SEMS
MSA/MCA Insurance Verification
Our questionnaire covers these topics
Offshore topics are only required of offshore contractors
Again, Operator specific questions and sections can be added based on your need.

10. Contractor Dashboard
Once you’ve searched and found a contractor, you will be directed to their homepage that consist of a dashboard, links to their questionnaire and training tracker as well as icons that represents subscriptions and verifications that have been performed by PEC
The Dashboard is customizable and linked to the scoring and ranking
We do offer 100 point scoring system based on Industry Best Practices that can be used as a baseline. Scoring and rankings are all customizable.
You can customize your dashboard view to show “Show Stoppers” or any other variables you are trying to analyze during the prequalification process
PEC wants to make our system easy for your field personnel to verify the contractor’s status. Users can be set up with different levels of permissions.

11. Verified
All info uploaded by Contractors will be archived for a minimum of 6 years
OSHA 300 & 300A logs
EMR documentation
Certificate of Insurance
Fines and Citations
Training per employee
As we all know the information in our system as well as the information in all other systems is only as good and accurate as the individual filing it out.
PEC will verify the listed information for each of your contractors once its uploaded into our system
As I said before all of this information is archived for at least 6 years
Our Training Tracker, which we will talk more in-depth later in this presentation, will track all training including PEC, in-house and 3rd party for each employee.
Other Contractor Management Systems can only track whether or not the contracting company has utilized the training as an organization. Not whether or not each individual employee is trained properly.
Training is archived FOREVER in our Training Tracker.

12. Verified Face to Face SSQ Verification
PEC sends verifier to contractor’s location
Review of company’s safety policy and procedures
Verify if answers and documents in SSQ are accurate
Review recent training records
OSHA logs and EMR information for the past 3 years are evaluated
Face 2 Face Verifications are an additional service that we are able to offer that no one else can. By utilizing our professional training network of individuals across the country, we can go out and provide a Face to Face verification of your contractors information in our system.
A recent study showed that 84% of the contractors in our system have a hundred employees or less, which means that they probably do not have a full time HSE staff.
We can provide a local resource and while on site, we verify that what is in the SSQ is accurate.
Any changes or deficiencies are reported to the Contractor and Operator along with a corrective action plan.
Once the Verification is completed an icon will be placed on the Contactor homepage for all parties to be notified of the verification

13. Insurance Verified
PEC partnered with ICA to provide human support for insurance verification
Contractor will be notified by an ICA rep of deficiencies and offered support to correct and re-submit documentation.
All of this documentation will be stored in SSQ and viewable on PEC Contractor dashboard.
As a company we thought long and hard about whether or not we were going to begin verifying insurance certificates.
Through countless horror stories, we knew that the current process offered by other services was very cumbersome for the Contractors
When we decided to move forward with the insurance process we chose to use real live humans to verify, not software
In order to provide this service to the Operator without creating headaches within the Contractor workforce we partnered with ICA (Insurance Certificate Administrators) out of Dallas. They have been providing this service to our industry for 20 years and are experts at oil and gas insurance and MSA’s
This verification process is seamless to your contractors and if there are any deficiencies they will hear from a live person to help them through the compliance process.
You and your Contractor will only have to interface with PEC’s system
Verification of insurance is posted in dashboard on Contractor homepage and is archived for 6 years once verified

14. Standardized Orientation
How familiar are you with SafeLand as an orientation and what do you currently use as an orientation for your company and your contractors?

15. SafeLandUSA Students
SafeLandUSA is recognized as the preferred orientation for the Onshore Oil & Gas Industry and continues to increase yearly.
Over 60 Operators either accept and/or require
As you can see SafeLand’s growth has been steady and now most all Operators accept and/or require it of any personnel entering the site of work.
The SafeLand Advisory Group is made up of small and large Operators that have accredited 3 organizations to administer this program.
Those organizations are PEC, IADC and ETC.

16. Effects of SafeLandUSA
Onshore Oil & Gas Contractors (25 Employees or Less)
These graphs indicate that if your small Contractors are not using SafeLand as an orientation they probably aren’t giving their employees any other additional training either.

17. Effects of SafeLandUSA
All Onshore Oil & Gas Contractors
On average onshore oil & gas contractors that use SafeLandUSA have a 1.57 TRIR and contractors that do not use SafeLandUSA have an average TRIR of 3.31.
As you can see the larger Contractors perform better but still see an improvement when utilizing Safeland.

18. SafeLandUSA Training Providers
With over 2,000+ authorized PEC training providers in over 38 states, PEC Safety makes it easy for anyone to acquire SafeLandUSA.
To find a trainer in your area visit:
2000+ instructors throughout 38 states.
Finding an instructor is as easy as accessing our website and searching our map.
This is also a great resource for your contactors that don’t have full time HSE staffs and need help with safety issues.

19. Acquiring SafeLandUSA
PEC Safety Offers Three Ways to Acquire SafeLandUSA
Find a PEC authorized trainer in your area
Become an authorized PEC trainer
Have your in-house safety orientation accredited
Find a PEC authorized trainer in your area: PEC has hundreds of authorized professional trainers around the country that can supply your company with SafeLandUSA. To find a trainer in your area, simply go to and select your state. All PEC authorized trainers and facilities are audited to make sure they meet PEC’s and SafeLandUSA requirements and all training is consistent across the country.
Become an authorized PEC trainer: For companies that have an in house trainer, PEC offers a train the trainer in our PEC Basic (8 hour) and PEC Core Compliance (24 hour). Both courses are accredited by SafeLandUSA. This option allows you to train on your schedule and at your own facility. For more information about PEC’s Train the Trainer, visit
3. Have your in-house safety orientation accredited: As an accrediting organization, PEC has the ability to accredit your existing safety orientation as SafeLandUSA.

20. Standardized Orientation
PEC Basic Orientation
PEC Basic is a SafeLandUSA accredited course
1 day class
PEC enters student data into Training Tracker
PEC QC’s test and prints permanent cards
Each student leaves class with a Temporary card
Our PEC Basic Orientation is approved by both the SafeLandUSA and SafeGulf Advisory Groups.
Conducting nearly 80% of all Orientation Training, PEC is one of 3 accrediting organizations for SafeLandUSA and SafeGulf.
The SafeLandUSA advisory group chose PEC’s database to house all SafeLandUSA training records from PEC, IADC and ETC.
PEC Basic Orientation meets OSHA Tier 1 orientation and OSHA chose to forego developing an Oil and Gas specific 10 hour course
Each student leaves with a temporary card and their training is entered by PEC into the database that is used to house and verify all these credentials.
PEC then mails out a permanent picture ID with barcode that can be swiped and/or scanned to access training tracker.
If student looses or forgets his/her card the training is viewable via computer or smart phone on

21. Standardized Badging
Training Tracker allows Contractor to create customized badges:
Company logo
Employee photo/ID
PEC number
Completed training listed on the back
Customizable to include in-house and 3rd party training
Do you currently have a way to track the contracted workforce that are entering your sites on a daily basis? How about their subs? And the subs of your subs? Right…. there is no good way of doing that unless you create a badging system within your contractor workforce.
By requiring any personnel entering your site to have a minimum of SafeLand and/or SafeGulf you are beginning the creation of a badging system within your contractor workforce that is verifiable 24/7 365 via the internet using a computer or smart phone.
Contractors can upload all in-house and 3rd party training into the training tracker and print cards showing all training received for their employees before they enter your site.
Each student has a unique PEC number and their training is archived for the contractor.

22. Standardized Training
PEC Core Compliance
Meets SafeLandUSA requirement
24 hour 3-day course that can be divided
1 day yearly refresher
Meets 85% of TRAV requirements
Exceeds Awareness level and meets Training requirements
As effective as the SafeLand/SafeGulf Orientation is, PEC can provide you and your contractors with training that is above the awareness level.
PEC Core meets OSHA yearly training requirements.
It’s a 3 day course that does not have to be taught three consecutive days and must be refreshed annually.
This course is also approved by SafeLand and SafeGulf Advisory Groups

23. Training Tracker
Employee training records and certificates of completion can be uploaded into PEC’s Advanced Training Tracker
PEC offers a Training Tracker to house all contractor employees training records and certificates
Enter training records for specific personnel to arrive on Operator location
Upload training certificates and documentation to verify training
PEC’s online Training Tracker helps Contractors and Operators track and verify an individual employee's training and refreshers.
Our Training Tracker is unique in that training is tracked at an employee level and all students that have received SafeLand and/or SafeGulf are automatically entered into PEC database by PEC once training is validated.
Our competitors track whether or not a company has utilized the training in the past. It does not track or verify whether or not the guy about to get in a hole is properly trained to do so.
A contractor can upload all training and attach actual certificates of completion for each course
Employees can be categorized by multiple classifications and matrices can be built based on each of those classifications
Your Contractors receive the ability to use the Training Tracker with their purchase of the Document Upload Training Tracker bundle

24. Training Tracker
Here is a closer look at the classifications within the Training Tracker.
Active and non active employees are tracked.
Remember we do not delete individuals from our database. If an employee quits or gets fired they can be moved to inactive but all training history is still viewable

25. Training Tracker Benefits
Supply Contractors operator training matrices
Run training needed and taken reports
All PEC training is automatically added
Contractors able to print badges with training listed
Operators can post required training matrices on our site so contractors can make sure they are meeting requirements to enter site.
Both Operators and Contractors can run reports based on Training Taken, Training needed and refresher dates.

26. Training Tracker Benefits
Here is a closer look at an individuals training needed report.
All reports can be exported to PDF and Excel spreadsheets.

27. Verify Orientation and Training
PEC’s Training Card Lookup Application
Verify training on-site through any broadband connected computer or smart phone.
Verify training pre-employment
Free of charge
Operator can verify 3rd party and in-house training
As I’ve said all training can be verified beforehand or on site by utilizing
Not only can you verify SafeLand and SafeGulf credentials you can also dive into the contractors Training tracker and view all in house and 3rd party training.
If a guy shows up to a site at 3am and he forgot his card….his training can be verified right then and there via the internet instead of an angry early morning phone call being made.

28. Contractor Information Meetings
Inform contractors on:
How to use the system
Explanation of contractor evaluation
Review operator’s requirements
Contact information for assistance
Answer any questions
PEC will hosts contractor information meetings in cities where you have large concentrations of contractors.
This will be a joint meeting with PEC and your company representatives present to explain our relationship, the new requirements, roll out, timeframe, contact information and how to sign up and begin the process with PEC.
It also gives us an opportunity to have our regional employees meet your contractors at the local level and offer them support throughout this process.
The reason we conduct these meetings is we want to make your contractors successful in meeting your compliance requirements and it gives you a chance to roll out additional information, if needed.

29. This slide shows our yearly charge to your contactors for the Training tracker and ability to upload and archive all safety and insurance documents required.
Insurance verification is included in this bundle price
Contractor only pays PEC once a year for Document Upload and Training Tracker no matter how many Operators they work for in our system.
The far left column is the number of employees, the blue number is the PEC yearly fee associated with that contractor. The orange number is the fee that our largest competitor charges the same contractor.
As you can see we really have worked hard to keep the charge to the contractor minimal as compared to our competitors.

30. Testimonials
“There are many companies that provide services and products to the industry that help us to deliver safe and compliant operations. PEC has been a leader in the industry and it shows by your day to day actions.
….The service that you provide contractor companies and their employees is more important than any data that you collect. You should be proud of what you have accomplished and I hope that you are able to impact many more employees in our industry in the years to come.”
Troy Mayo
Contractor Safety Advisor
BP North America Gas SPU
December 2010

31. Testimonials
“None of the above results would be possible without the dedication, commitment and hard work by you and your entire staff to provide the quality products and services that you do. I am extremely grateful to have you and your team as part of our team here in USP.”
Milton G. Bell Contractor Safety Coordinator ExxonMobil U.S. Production
After receiving the highest possible score for evaluating, selecting and monitoring Third Party Services on ExxonMobil’s external assessment.

32. Now What? As An Operator, What Do I Do Now?
Get PEC Current Contractor List
Approved Proposal, Contracts, Notification Letter
PEC Sends Out Notification Letter
PEC Conducts Information Meetings
PEC Begins Onboarding Process: Phone Calls, s… etc