1. Client Site Evaluations and Touring Potential Job Sites

2. Why evaluations are necessary
OSHA General Duty Clause
Insurance Program Requirements
Other Reasons…

3. The General Duty Clause
Section 5 (a) Each Employer:
Shall furnish to each of his employees, employment and a place of employment which are free from recognized hazards that are causing or are likely to cause, death or serious harm to employees
Shall comply with occupational safety and health standards promulgated under this Act

4. What does this have to do with Insurance?
Assesses risk due to knowledge of existing hazards and the controls in place to deal with them
Provides additional due diligence information for marginal class code exposures
Heavily weighted as an essential element of a loss control program by A-rated insurance carriers

5. What are the elements of a good evaluation?
Preparation
Interviews
Facility Tour
Record Reviews
Follow up

6. Know about the customer Know about the process
Preparation
Know about the customer
Know about the process
Know about the market
Look at the OSHA history
Ask for help if you need it

7. Interviews with the Customer
Job duties
Hours, breaks, etc.
Safety training
PPE issues/requirements
OSHA Log issues
Accident and Injury protocols

8. Interviews with the Employees
May or may not be verbal
Observe/ask about PPE issues and safety rules
Observe enforcement by supervisors
Ask about safety meetings/training

9. Discuss your findings with the client.
Touring the Facility
You should be prepared for:
Ergonomic Concerns
Machines and Tools
Chemical hazards
Housekeeping
Signage
Job Observations
Lifting (Patient Handling)
Use of PPE
Discuss your findings with the client.

10. OSHA Logs and Summaries, including Needle Stick Logs
Records Review
Safety Programs:
Bloodborne Pathogens
Emergency Evacuation
Infection Control
Hazard Communication
OSHA Logs and Summaries, including Needle Stick Logs
Workers Comp history (EMR)
Posted materials such as accident trends or reports
Emergency Evacuation Drills
Check for a posting area dedicated to safety

11. Would you work at this site?
Making a Decision
Would you work at this site?
Would you want a family member to work there?
Why or why not?

12. Do you see any safety hazards?
There are guarding and housekeeping concerns

13. Would you send an employee to this job site? Why or why not?
Unguarded fan
Chemical issues
Housekeeping

14. This is a site where people work. How many hazards can you find?

15. Which storage is safer? A. B.

16. If the decision is to take on this new customer:
Follow up with the employees that you assign there
Safety rules
Overall culture
Follow up with the customer concerning the safety performance of your employees
Following rules
Obeying orders

17. Viewing Job Orders & Facilities

18. We Need a Clean Up Person
It is a basic construction site
Nothing special, just a few pieces of equipment and there are some other contractors working in the area
Your employee will not have to do any construction work, just clean up
What do you think? Let’s take a look…

19. How many safety issues can you find?
Working under a suspended load
Fall hazards
Poor lifting technique, look at the guy bending at the waist
Excavation issues

20. We need a laborer to help out at the plant
There is some elevated work, but we use fixed metal ladders and handrails.
We have some equipment, but your employee won’t have to operate anything, maybe just help the operator from time to time.
Can we count on you to help us out?

21. Look at the “fixed ladder” in this photo
Creative Engineering
Look at the “fixed ladder” in this photo
What are some safeguards that can prevent injury from press operations?

22. We need a mechanic helper
It is a nice little garage, we don’t do a lot of fancy stuff
We wash a few cars and do basic repairs
Your employee will just be sort of a “jack-of-all-trades”
We really would like to do business with you, can we count on you?

23. What do you think?

24. Most of our placements are clerical
Is it that important to check out the site?

25. Could changing a light be dangerous?

26. Could a simple air compressor be dangerous?

27. Review Doing CSE’s is a legal and insurance program compliance issue.
There are 5 essential elements of the process.
Prep
Interviews
Facility Tour
Records Review
Follow Up
They should be done for all new clients prior to assigning employees and for existing clients if changes in management or processes create new hazards.
Follow up at intervals not exceeding 90 days with a facility tour and interviews as needed.

28. Review
Job orders may not always be what they seem to be, people do not have to lie to deceive.
How we view a job site is a function not only of what we know about safety, but what we want to see. Train yourself to look for hazards and to offer solutions to the client rather than criticism.
If you would not allow a loved one to work at a site that you evaluate for fear of illness or injury, why would you allow an employee to work there?