# Contractor and Mutual Aid Safety Program

> Fire Service Safety Management System, version 0.3.3 (2026-10-25). The Human Factor. Document FSSMS-PRG-24.
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> **Warning: Adoption without implementation increases legal exposure**
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> Adopting this program without the training, equipment, supervision, verification and resources to carry it out as written increases municipal and command liability in a regulatory investigation or a fatality inquiry. See [00a Copyright, Licence and Legal Notices](https://thehumanfactor.ca/library/fire-service-safety/copyright-licence-and-legal-notices).

## 1. Purpose and outcome statement

This program is the written, auditable system for the people who work in the department’s workplaces without being its members, and for the department’s members when they work under someone else’s command. When it is working, every contractor who enters a station, shop or training ground has been oriented, told the hazards, holds the permits the work needs, is supervised to the degree the risk demands, and carries workers’ compensation coverage; the department has disclosed asbestos, lockout points, exhaust, zoning and the station emergency plan before the work starts; every mutual aid and automatic aid partner operates inside the host incident management system and accountability system with radio interoperability and PPE that meets the same standards; the written agreements carry safety clauses, joint training, and a joint learning review clause so that a close call on a shared fireground is learned by both departments; and the corporate fleet and facilities services that keep the department running have written service level agreements with safety requirements and turnaround times. The program is owned by a line officer through the Facilities and Stations Program Improvement Team for contractors and the Fire Suppression and Emergency Operations team for mutual aid, verified by the health and safety officer, and consulted on by the JOHSC.

## 2. Applicability

This module is switched on for every department. It answers Program Profile Worksheet Part C question 27 ([01 Program Profile Worksheet](https://thehumanfactor.ca/library/fire-service-safety/program-profile-worksheet)): contractors in stations; aid given or received. The fleet and facilities service level elements apply where those services are provided by a corporate department or a contractor rather than by department staff. Record the arrangements.

## Definitions

Consistent with [06 Glossary and Acronyms](https://thehumanfactor.ca/library/fire-service-safety/glossary-and-acronyms).

- **Automatic aid**: a standing arrangement under which a neighbouring department is dispatched to certain calls without a request, as part of the initial response.
- **Contractor**: any person or firm, not a member, who performs work in a department workplace or on department equipment under a contract or purchase order, including subcontractors.
- **Hazard disclosure**: the written statement to a contractor of the hazards the department knows about in the work area (asbestos, lockout points, exhaust, zoning, pressure systems, confined spaces, fall hazards).
- **Host**: the department whose jurisdiction the incident is in and whose incident management system governs it.
- **Joint learning review clause**: the agreement term under which partners review events on shared incidents together, under the learning firewall, and share the findings.
- **Mutual aid**: assistance given between departments on request, under a written agreement.
- **Permit**: the written authorization for high-risk work in a department workplace: hot work, confined space entry, lockout, energized electrical work, work at heights, excavation.
- **PPE equivalence**: the condition that a partner’s protective equipment meets the same standards the host’s members must meet.
- **Service level agreement (SLA)**: the written agreement between the department and a corporate or contracted service (fleet, facilities, information technology, dispatch) that states the standard, the schedule, the qualification, the authority and the turnaround.
- **Workers’ compensation clearance**: the certificate from the provincial workers’ compensation board confirming the contractor is registered and in good standing.

## 3. Standards and legal basis

| Requirement | Source | Stage |
|:---|:---|:---|
| Employer duties to persons at or near the workplace who are not employees; contractor and constructor duties under the provincial or territorial OHS statute | The applicable OHS statute ([J02 Duties of Employers, Supervisors, Workers and Contractors](https://thehumanfactor.ca/library/fire-service-safety/j02-duties-of-employers-supervisors-workers-and-contractors)) | S1 |
| Contractors registered with the workers’ compensation board; clearance before payment | The applicable workers’ compensation statute and the board’s clearance practice ([J32 Workers' Compensation and Firefighter Presumptions](https://thehumanfactor.ca/library/fire-service-safety/j32-workers-compensation-and-firefighter-presumptions)) | S1 |
| Lockout, hot work, confined space, electrical and fall protection rules apply to contractors in the department’s workplaces | The applicable lockout, electrical, confined space and fall protection rules ([J16 Fall Protection and Rope Access](https://thehumanfactor.ca/library/fire-service-safety/j16-fall-protection-and-rope-access); [J17 Confined Space](https://thehumanfactor.ca/library/fire-service-safety/j17-confined-space); [J19 Lockout, Machine Guarding and Electrical Safety](https://thehumanfactor.ca/library/fire-service-safety/j19-lockout-machine-guarding-and-electrical-safety)); (CSA Z462:24); (CSA Z460:20) | S1 |
| Asbestos disclosure and licensed abatement | The applicable asbestos rules ([J21 WHMIS, Hazardous Materials and Asbestos](https://thehumanfactor.ca/library/fire-service-safety/j21-whmis-hazardous-materials-and-asbestos)) | S1 where present |
| Procurement, contractors and outsourcing as operational controls in the management system | (ISO 45001:2018, cl. 8.1.4); (CSA Z45001:19, cl. 8.1.4) | S2 |
| Mutual aid partners operate within the host incident management system and accountability system; written agreements | [(NFPA 1550, 2024, ch. 10 and chs. 17 to 21)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-nfpa-1550); [(NFPA 1750, 2026, mutual aid agreements written and contractual)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-nfpa-1750) | S1 |
| Partner PPE and SCBA to the same standards the host’s members must meet under the firefighter equipment rules | The applicable firefighter PPE and respiratory protection rules ([J13 Firefighter PPE and Protective Equipment](https://thehumanfactor.ca/library/fire-service-safety/j13-firefighter-ppe-and-protective-equipment); [J14 Respiratory Protection, Fit Testing and Breathing Air](https://thehumanfactor.ca/library/fire-service-safety/j14-respiratory-protection-fit-testing-and-breathing-air)); [(NFPA 1970, 2025)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-nfpa-1970) | S1 |
| Fleet maintained and tested to the in-service standard by qualified technicians under a written arrangement | [(NFPA 1910, 2024)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-nfpa-1910); [Apparatus, Driving and Roadway Operations Program](https://thehumanfactor.ca/library/fire-service-safety/apparatus-driving-and-roadway-operations-program) | S1 |
| Facilities maintained with planned maintenance and code compliance; safety upgrades identified and addressed | [(CPSE, 2019, criteria 6B.2, 6B.3)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-cpse-2019); [Facilities and Station Safety Program](https://thehumanfactor.ca/library/fire-service-safety/facilities-and-station-safety-program) | S2 |
| External agency agreements current, reviewed every three years, with a process to manage and revise them, annual evaluation of partner performance, and a conflict resolution process | [(CPSE, 2019, criteria 10A.4, 10B.1, 10B.2, 10B.3)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-cpse-2019) | S2 |
| Joint learning review of shared incidents | [(The Human Factor, 2026b, Manual 08 sector variant)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-the-human-factor-2026b); [Incident Investigation and Learning Program](https://thehumanfactor.ca/library/fire-service-safety/incident-investigation-and-learning-program) | S2 |
| Written work procedures; general duty | The applicable general duty and written-procedure duty ([J02 Duties of Employers, Supervisors, Workers and Contractors](https://thehumanfactor.ca/library/fire-service-safety/j02-duties-of-employers-supervisors-workers-and-contractors); [J06 Written Procedures and Committee Consultation](https://thehumanfactor.ca/library/fire-service-safety/j06-written-procedures-and-committee-consultation)) | S1 |

## 4. Roles

R = responsible, A = accountable, C = consulted, I = informed.

| Element | Fire chief | Deputy chief ops | Program manager (contractors) | Program manager (mutual aid) | Facilities | Fleet | Procurement | Station officer | HSO | Incident commander | JOHSC | Partner department |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|
| Contractor prequalification |  | I | A |  | R | R | R |  | C |  | I |  |
| Contractor orientation and hazard disclosure |  | I | A |  | R |  |  | R | C |  | I |  |
| Permits and supervision |  | I | A |  | R | R |  | R | C |  | I |  |
| Mutual aid and automatic aid agreements | A | R |  | R |  |  |  |  | C |  | C | C |
| Host IMS, accountability, radio, PPE equivalence |  | A |  | R |  |  |  |  | C | R | I | R |
| Joint training |  | A |  | R |  |  |  |  | C |  | I | R |
| Joint learning review |  | A |  | R |  |  |  |  | R |  | C | R |
| Fleet and facilities SLAs | A | R | R |  | R | R | C |  | C |  | I |  |

## 5. Program elements

### 5.1 Contractor prequalification

**Requirement.** Before a contractor is engaged for work in a department workplace, the department confirms: workers’ compensation registration and clearance; liability insurance; licences the work requires (electrical, gas, asbestos, elevating devices); the contractor’s own safety program for work rated high risk; and a named site supervisor. The OHS statute sets the employer’s duties to contractors’ workers and the contractor’s own duties ([J02 Duties of Employers, Supervisors, Workers and Contractors](https://thehumanfactor.ca/library/fire-service-safety/j02-duties-of-employers-supervisors-workers-and-contractors)); the compensation board sets the clearance practice ([J32 Workers' Compensation and Firefighter Presumptions](https://thehumanfactor.ca/library/fire-service-safety/j32-workers-compensation-and-firefighter-presumptions)). (S1)

**Minimum method.** Procurement attaches the prequalification checklist (toolkit T1) to the purchase order or contract; facilities or fleet verifies it; the file is kept with the contract. For low-risk, short visits (a delivery, a photocopier service) the prequalification is the clearance and insurance alone, and the orientation is the short form.

**Evidence.** Prequalification file; clearance certificate; licences.

### 5.2 Contractor orientation and hazard disclosure

**Requirement.** Every contractor worker receives a site orientation before starting, and the department discloses in writing the hazards it knows about in the work area ([Form - Contractor Orientation Checklist](https://thehumanfactor.ca/library/fire-service-safety/form-contractor-orientation-checklist)). (S1)

**Minimum method.** The station officer or the facilities contact delivers the orientation: the station emergency plan and assembly point; the apparatus bay rules (apparatus may move at any time; stay clear of doors and the apron; exhaust capture); the zoning plan and where the contractor may and may not go; the asbestos register for the building and the rule that no suspect material is disturbed; lockout points and the rule that contractors lock out with their own locks under the department’s procedure; the permit requirements; the fill station and pressure systems; the working-alone rule; who to report hazards and incidents to; and the stop-work authority. The contractor signs; the department keeps the form.

**Evidence.** Signed orientation forms; hazard disclosure attached.

### 5.3 Permits

**Requirement.** High-risk contractor work in a department workplace proceeds only under a permit issued by the department’s authorized person: hot work; confined space entry; lockout of department systems; energized electrical work; work at heights above the trigger; excavation near services; asbestos disturbance (licensed abatement only) (CSA Z462:24). The applicable lockout, electrical, confined space, fall protection, excavation and asbestos rules set the minimum for each permit ([J16 Fall Protection and Rope Access](https://thehumanfactor.ca/library/fire-service-safety/j16-fall-protection-and-rope-access); [J17 Confined Space](https://thehumanfactor.ca/library/fire-service-safety/j17-confined-space); [J18 Excavation and Trench](https://thehumanfactor.ca/library/fire-service-safety/j18-excavation-and-trench); [J19 Lockout, Machine Guarding and Electrical Safety](https://thehumanfactor.ca/library/fire-service-safety/j19-lockout-machine-guarding-and-electrical-safety); [J21 WHMIS, Hazardous Materials and Asbestos](https://thehumanfactor.ca/library/fire-service-safety/j21-whmis-hazardous-materials-and-asbestos)). (S1)

**Minimum method.** The permit books are the department’s own ([Facilities and Station Safety Program](https://thehumanfactor.ca/library/fire-service-safety/facilities-and-station-safety-program) toolkit); the facilities contact or station officer issues; the permit names the controls, the duration, the fire watch for hot work, the atmospheric testing for confined space, and the lockout verification; the permit is closed when the work is done and the area re-inspected.

**Evidence.** Permit records; closure entries.

### 5.4 Supervision

**Requirement.** Contractor work is supervised to the degree the risk demands: continuous for hot work near apparatus, confined space and work that could affect the station’s readiness; periodic for routine trades; none beyond the orientation for low-risk visits. The department’s supervisor can stop any work. (S1)

**Minimum method.** The orientation form records the supervision level; the station officer or facilities contact checks in at the start, at any permit issue and at the end; any contractor incident or near miss is reported through the department’s system and the contractor’s own.

**Evidence.** Orientation form; check-in entries; incident reports.

### 5.5 Contractors on training grounds

**Requirement.** Contractors working on training grounds (prop maintenance, gas fitters, structure demolition, acquired structure preparation) follow the same orientation and permit rules, plus the training ground’s own hazards: props that may be hot or pressurized, the burn building’s structural limits, fall hazards on towers, and scheduled training that must not overlap with their work ([Training Safety and Live Fire Program](https://thehumanfactor.ca/library/fire-service-safety/training-safety-and-live-fire-program)). (S1 where applicable)

**Minimum method.** The training division is the orientation and supervision contact on the training ground; the training schedule is blocked while contractors are present; gas-fired prop work is done only by a licensed gas fitter with a certificate on file.

**Evidence.** Orientation form; schedule block; certificates.

### 5.6 Mutual aid and automatic aid: written agreements with safety clauses

**Requirement.** Every mutual aid and automatic aid arrangement is in a written agreement, approved by the governing bodies, reviewed at least every three years, that carries the safety clauses in toolkit T2 [(NFPA 1750, 2026)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-nfpa-1750); [(CPSE, 2019, criteria 10B.1, 10B.2)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-cpse-2019). (S1)

**Minimum method.** The agreement states: the host’s incident management system governs; the host’s accountability system is used, and partners bring their tags or adopt the host’s; radio interoperability (the shared channel, the plan where none exists); PPE and SCBA equivalence to the applicable firefighter equipment rules ([J13 Firefighter PPE and Protective Equipment](https://thehumanfactor.ca/library/fire-service-safety/j13-firefighter-ppe-and-protective-equipment)) and the NFPA standards; the partner’s driver qualification and response mode rules apply and never exceed the host’s; rehabilitation and medical monitoring by the host’s program; the right of either department’s safety officer to alter, suspend or terminate an activity; injury and exposure reporting to both departments and to the partner’s workers’ compensation board; the joint learning review clause (5.8); joint training (5.9); a conflict resolution process; insurance and liability; and an annual review of how the agreement worked.

**Evidence.** Signed agreements; review dates; annual evaluation.

### 5.7 Host IMS, accountability, radio and PPE equivalence on the day

**Requirement.** When the department is host, arriving partners report to staging or the command post, are logged into accountability, receive the channel and the assignment from the host, and operate under the host’s safety officer; when the department is the partner, its members do the same under the host [(NFPA 1550, 2024, chs. 10 and 17 to 21)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-nfpa-1550); [Emergency Operations Safety Program](https://thehumanfactor.ca/library/fire-service-safety/emergency-operations-safety-program). (S1)

**Minimum method.** The partner’s officer reports face to face; the host’s accountability officer logs the crew; the channel assignment is confirmed by radio check; any PPE or SCBA that does not meet the standard keeps that member outside the hazard zone; the host’s rehab applies to everyone; a partner crew does not freelance and the host does not assign a partner crew a task outside its declared capability (the “not trained, not deployed” rule in [Emergency Operations Safety Program](https://thehumanfactor.ca/library/fire-service-safety/emergency-operations-safety-program)).

**Evidence.** Accountability records; incident reports noting partner units.

### 5.8 Joint learning review clause

**Requirement.** Events on shared incidents (near misses, maydays, injuries, collisions, equipment failures) are reviewed jointly by the departments involved under the learning firewall, and the findings are shared with both departments’ members [(The Human Factor, 2026b, Manual 08 sector variant)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-the-human-factor-2026b); [Incident Investigation and Learning Program](https://thehumanfactor.ca/library/fire-service-safety/incident-investigation-and-learning-program). (S2)

**Minimum method.** The clause (toolkit T2 item 9) names the tier triggers both departments use, who convenes (the host, unless the partner requests), the learning firewall and the conduct-concern separation in both departments’ policies, the timeline (triage within 24 hours; Tier 2 within 30 days), and the sharing rule (a de-identified summary to both departments; the JOHSC of each informed). Statutory reporting duties of each department are unaffected.

**Evidence.** Joint review records; summaries distributed.

### 5.9 Joint training

**Requirement.** Partners train together at least annually on the things that fail on shared firegrounds: command and accountability under the host system, radio, mayday, RIT, water supply between dissimilar apparatus, and roadway scene blocking with two departments’ units [(CPSE, 2019, criterion 10A.1)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-cpse-2019). (S2)

**Minimum method.** The joint session is in the annual calendar; it follows [Training Safety and Live Fire Program](https://thehumanfactor.ca/library/fire-service-safety/training-safety-and-live-fire-program) including the risk assessment and a TSO where the evolution requires one; the roster records both departments’ participants.

**Evidence.** Session records; rosters.

### 5.10 Service level agreements with fleet and facilities

**Requirement.** Where fleet maintenance, facilities maintenance, dispatch or other services are provided by a corporate department or a contractor, a written service level agreement states the safety requirements in toolkit T3: the standard, the schedule, the qualification, the authority, the turnaround for safety-critical items, and the records ([01 Roles and Responsibilities](https://thehumanfactor.ca/library/fire-service-safety/roles-and-responsibilities) section 3.17). (S1)

**Minimum method.** Fleet: the in-service standard and the annual test list, emergency vehicle technician qualification, out-of-service authority (officer and technician can place out; technician alone returns), safety defect turnaround, reserve or loaner, records to the department ([Apparatus, Driving and Roadway Operations Program](https://thehumanfactor.ca/library/fire-service-safety/apparatus-driving-and-roadway-operations-program) section 5.16). Facilities: planned maintenance, exhaust system maintenance and annual verification, safety-critical work order turnaround on the department’s one priority scale (a P1 (Imminent) item made safe the same shift and closed within 7 days; a P2 (Serious) item closed within 30 days), environmental register custody, contractor control, code compliance, the capital list for safety upgrades ([Facilities and Station Safety Program](https://thehumanfactor.ca/library/fire-service-safety/facilities-and-station-safety-program)). The agreements are signed by the fire chief and the service head, reviewed annually, and their turnaround data is an indicator.

**Evidence.** Signed agreements; annual review; turnaround data.

### 5.11 Records and program evaluation

**Requirement.** Records kept for the statutory minimum ([J09 Records Retention](https://thehumanfactor.ca/library/fire-service-safety/j09-records-retention)) and the life of each agreement; annual appraisal; annual evaluation of partner and service performance [(CPSE, 2019, criterion 10B.3)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-cpse-2019). (S1)

**Minimum method.** Records in section 9; appraisal per [06 Program Improvement Teams](https://thehumanfactor.ca/library/fire-service-safety/program-improvement-teams) section 10.

**Evidence.** Appraisal.

## Safety Differently in this program

**(a) Work-as-done.** Before any procedure in this program is written or changed, the owning teams run a learning-team session with station officers, facilities staff, the fleet shop, and officers from a partner department ([Conklin, 2012](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-conklin-2012); [Hollnagel, 2014](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-hollnagel-2014)). The session describes: what really happens when a contractor shows up at a station unannounced during a call; who orients them and what is actually said; where contractors go that they should not; how lockout works when the contractor’s lock and the department’s procedure meet; what a mutual aid arrival really looks like at a working fire, who logs them, which channel they end up on, and what their PPE looks like; what happens after a close call on a shared fireground, and whether anyone from the other department ever hears; and how long a safety-critical work order really takes and what the station does meanwhile. The procedures in section 8 are written from that description.

**(b) Capacity and margins.** This work goes right most of the time because facilities staff know their contractors, because station officers watch their buildings, because neighbouring departments know each other, and because experienced officers integrate arriving crews by habit. What erodes that capacity: a contractor sent by a corporate department with no notice to the station; a purchase order with no orientation step; a mutual aid agreement written 15 years ago that nobody has read; partner crews on a different channel; PPE that nobody checks because it would be awkward; a close call that is “their problem”; a fleet backlog with no turnaround rule. The program protects the margin by the orientation step tied to the purchase order, the permit rule, the three-year agreement review, the accountability log for every arriving crew, the equivalence rule stated in the agreement so nobody has to improvise it on the day, the joint learning clause, and the SLA turnaround.

**(c) Just culture.** A station officer who let a contractor start without an orientation because the call came in, an incident commander who assigned a partner crew without logging them, or a partner crew that freelanced is treated as a source of information about why the system made that the sensible choice [(Dekker, 2016)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-dekker-2016). The learning firewall applies in both departments: what members say in learning teams and joint reviews is used for learning and never as the basis for discipline. Conduct concerns go to each department’s separate process, and the agreement says so. Contractors are told the same thing at orientation.

**(d) Psychological safety.** Any member, contractor or partner member can stop work or an assignment and says so in plain words: “Stop, that contractor is cutting next to the fuel tank with no permit.” “Our SCBA isn’t the same standard, we’ll take the exterior.” “Command, we’re not trained for that, assign us something else.” The officer’s expected reply is to acknowledge, act, and review later for learning, with a reply to the person within five working days through the route in section 11; a partner department’s member gets the reply through their own officer. Leaders show it is safe by orienting contractors themselves when they are present, by logging partner crews in person, and by convening the joint review after a close call rather than waiting to be asked [(Edmondson, 1999)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-edmondson-1999).

**(e) Learning link.** This program feeds the After the Call tiers through [Incident Investigation and Learning Program](https://thehumanfactor.ca/library/fire-service-safety/incident-investigation-and-learning-program) ([The Human Factor, 2026a](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-the-human-factor-2026a); [The Human Factor, 2026b](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-the-human-factor-2026b)). Tier 1 After-Action Review: every shared incident beyond a single-unit response; every contractor permit job. Tier 2 Post-Incident Analysis: a contractor injury or near miss in a department workplace; a partner crew lost from accountability; a PPE equivalence failure that put a member in a hazard zone; a mayday on a shared incident; a safety-critical SLA turnaround missed with a consequence. Tier 3 Independent Learning Review: a death or critical injury of a contractor, a partner member or a member on a shared incident. The AAR questions a crew asks after a shared incident: “Did we know who was on scene and on which channel?” “Was anyone working outside their training or their gear?” “Who from the other department needs to hear what we learned?” For the full method see Manual 02 - The Three Tiers and Event Triage.

## 6. Training and competency

| Who | What | How often | How verified |
|:---|:---|:---|:---|
| Station officers and facilities contacts | Contractor orientation delivery; hazard disclosure; permit issue; supervision levels; stop-work | On appointment; refresher every three years | Program manager sign-off |
| Procurement staff | Prequalification checklist; the orientation step in purchase orders | On assignment | Record |
| Incident commanders and accountability officers | Integrating partner crews: logging, channel, assignment, PPE equivalence, rehab | Initial; annual joint session | Training record |
| All operational members | Operating under a host IMS; reporting as a partner; the joint learning clause | Initial; annual | Training record |
| Partner departments | Joint training session annually | Annual | Roster |
| Contractors | Site orientation; permits for high-risk work; lockout under the department’s procedure | Before each engagement; annually for standing contractors | Signed form |

## 7. Equipment, inspection, maintenance and testing

| Item | Interval | Who is qualified | Record |
|:---|:---|:---|:---|
| Contractor prequalification file | Before engagement; annually for standing contractors | Procurement; facilities or fleet | File |
| Orientation forms | Each engagement | Station officer or facilities contact | Signed form |
| Permits | Each job | Authorized person | Permit record |
| Mutual aid and automatic aid agreements | Review every three years; annual evaluation | Fire chief; program manager | Agreement file |
| Partner PPE and SCBA equivalence confirmation | At agreement; annually | Program manager with partner | Letter on file |
| Radio interoperability plan | Annual test | Communications | Test record |
| Fleet SLA | Annual review; turnaround data quarterly | Fire chief; fleet | Agreement; data |
| Facilities SLA | Annual review; turnaround data quarterly | Fire chief; facilities | Agreement; data |

## 8. Safe work procedures this program owns

- Owned here: the contractor orientation procedure in [Form - Contractor Orientation Checklist](https://thehumanfactor.ca/library/fire-service-safety/form-contractor-orientation-checklist)
- Shared: [SWP - Lockout and Shop Safety](https://thehumanfactor.ca/library/fire-service-safety/swp-lockout-and-shop-safety), [SWP - Diesel Exhaust and Station Zoning](https://thehumanfactor.ca/library/fire-service-safety/swp-diesel-exhaust-and-station-zoning), [SWP - Roadway Incident Scene Blocking](https://thehumanfactor.ca/library/fire-service-safety/swp-roadway-incident-scene-blocking), [SWP - Accountability and Personnel Accountability Reports](https://thehumanfactor.ca/library/fire-service-safety/swp-accountability-and-personnel-accountability-reports), [SWP - Live Fire Training Evolutions](https://thehumanfactor.ca/library/fire-service-safety/swp-live-fire-training-evolutions)

## 9. Records and forms

- [Form - Contractor Orientation Checklist](https://thehumanfactor.ca/library/fire-service-safety/form-contractor-orientation-checklist)
- Prequalification checklist (toolkit T1); mutual aid safety clause template (T2); SLA safety requirements list (T3); quarterly indicator worksheet (T4)
- Agreements file; permit records; joint review records
- Retention: agreements for their life plus the period in [05 Document Control and Records](https://thehumanfactor.ca/library/fire-service-safety/document-control-and-records); permits and orientations at least the statutory minimum.

## 10. Indicators

| Indicator | Type | Definition | Baseline measure | Target |
|:---|:---|:---|:---|:---|
| Contractor orientation completion | Leading | Percentage of contractor engagements with a signed orientation before work started, sampled quarterly | First quarter | 100 percent |
| Permit compliance | Leading | Percentage of high-risk contractor jobs with a permit on file | First quarter | 100 percent |
| Agreement currency | Leading | Percentage of mutual aid and automatic aid agreements reviewed inside three years with the safety clauses | Agreements file | 100 percent |
| Partner accountability logging | Leading | Percentage of shared incidents where every partner unit appears in the accountability record | Incident sample | 100 percent |
| Joint training completion | Leading | Joint session held with each partner inside 12 months | Calendar | 100 percent |
| SLA safety-critical turnaround | Leading | Mean days from report to repair for safety-critical fleet and facilities items | First two quarters | Within the SLA |
| Speak-up on shared incidents | Psychological safety | Count of concerns raised by members, contractors or partners about shared work per quarter, and percentage answered within five working days | First two quarters | Trend up in year one; 100 percent answered |
| Contractor incidents | Lagging | Injuries and near misses involving contractors in department workplaces per year | First year | Trend down; 100 percent reviewed |
| Shared incident events | Lagging | Maydays, accountability losses, injuries and collisions on shared incidents per year; percentage jointly reviewed | First year | 100 percent jointly reviewed |
| SLA misses with consequence | Lagging | Safety-critical items past turnaround that led to an out-of-service unit or an unsafe station condition | First year | Zero |

## 11. Accountability and closed feedback loop

| Element | Who (default) | How |
|:---|:---|:---|
| Owner | Program manager, Facilities and Stations team, for contractors and SLAs; program manager, Fire Suppression and Emergency Operations team, for mutual aid; both accountable to the deputy chief of operations; the fire chief signs agreements and SLAs | Own the outcome in section 1, the indicators, and every open corrective action until verified closed |
| Doer | Procurement (prequalification); station officers and facilities contacts (orientation, permits, supervision); incident commanders and accountability officers (partner integration); training division (joint training); HSO (joint reviews, sampling); fleet and facilities (SLA delivery) | The toolkit and the shared SWPs |
| Verifier | HSO: quarterly sample of contractor engagements against orientation and permit records; attend one joint training a year; sample shared incident accountability records. JOHSC: review contractor incidents and joint review summaries. Internal audit: annually with [Checklist - Contractors and Mutual Aid](https://thehumanfactor.ca/library/fire-service-safety/checklist-contractors-and-mutual-aid) (category 17). Independent review: every three years | Sample reports; committee minutes; audit reports |
| Feedback | Quarterly progress update (toolkit T4) to the program managers, senior leadership team and JOHSC within 15 days of quarter end; annual evaluation of each partner and service shared with them; joint review summaries to both departments’ members; a reply to whoever raised a concern within five working days, through their own officer for partner members | Cycle time measured from report to reply |
| Closure | Every deficiency (missing orientation, no permit, agreement out of date, partner crew unlogged, PPE equivalence failure, SLA miss) logged in the [Corrective Action Register](https://thehumanfactor.ca/library/fire-service-safety/corrective-action-register) within five working days (a P1 the same day) with an owner, and rated on the one priority scale: P1 (Imminent), stopped, isolated or taken out of service the same shift with the fire chief and JOHSC co-chairs told within 24 hours, plan in 2 working days, closed in 7 days; P2 (Serious), interim control within 24 hours where practicable, plan in 7 days, closed in 30; P3 (Moderate), plan in 30 days, closed in 90; P4 (Improvement), planned at the next quarterly update, closed within 365 days or by a dated budget cycle. One extension only: a P1 to 30 days by the fire chief with the interim control kept in place, a P2 to 90 days or a P3 to 180 days by the deputy chief. Closure needs evidence and the verifier’s sign-off, and the person who raised the item is told the outcome. Overdue items escalate from the program manager: a P1 to the fire chief at once; a P2 to the deputy chief at its due date and the fire chief at 30 days overdue; a P3 to the deputy chief at 30 days overdue and the fire chief at 60 days; a P4 is cancelled only with a written reason. Reported to the JOHSC monthly and to the fire chief at management review | Register; escalation record |

**Loop test.** A partner department’s captain tells the host incident commander on Monday night that their crew was assigned to an interior task with SCBA that had not been fit tested that year. By Tuesday the host’s HSO has logged it as a P2 with an interim control (no partner member works inside the hazard zone without a confirmed current fit test), the partner’s chief has been told through the agreement’s contact, and the captain has had a reply through their own officer. By Friday the joint review is convened under the clause. Within 30 days both departments have confirmed fit-test currency as part of the annual equivalence letter, the accountability log has an equivalence check item for arriving crews, a de-identified summary has gone to both departments’ members and committees, and the item is closed with evidence.

## 12. Audit

Audit category: [Checklist - Contractors and Mutual Aid](https://thehumanfactor.ca/library/fire-service-safety/checklist-contractors-and-mutual-aid) (category 17); the fleet and facilities service level items are also scored in [Checklist - Facilities and Station Safety](https://thehumanfactor.ca/library/fire-service-safety/checklist-facilities-and-station-safety). The five questions an auditor asks first:

1.  Show me the last five contractor engagements at this station: prequalification, orientation and any permits.
2.  Show me the mutual aid and automatic aid agreements. When were they last reviewed, and do they carry the safety clauses?
3.  Pick the last shared working fire. Show me the accountability record for the partner units and the channel assignment.
4.  Show me the last joint review of a shared incident, and what both departments were told.
5.  Show me the fleet and facilities SLAs and this year’s safety-critical turnaround data.

**Accreditation crosswalk.** A department preparing for peer assessment uses this program’s records as its evidence for external agency relationships and agreements, the conflict resolution process, agreement review every three years, and annual evaluation of partner performance [(CPSE, 2019, criteria 10A.1, 10A.4, 10B.1, 10B.2, 10B.3)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-cpse-2019), and for the facilities maintenance and code compliance criteria the SLAs support [(CPSE, 2019, criteria 6B.2, 6B.3)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-cpse-2019).

## 13. Lessons learned built in

Multi-agency incident reviews in Canada have found incident management systems that were mandated but not understood or respected by the agencies on scene, no written plan because the plan was in the commanders’ minds, and communications that failed between departments on different channels [(Firefighting in Canada, 2014a)](https://thehumanfactor.ca/library/fire-service-safety/contractor-and-mutual-aid-safety-program#ref-firefighting-in-canada-2014a). Firefighter fatality investigations repeatedly name lost accountability, crews operating outside the command structure, and members assigned tasks outside their training as contributing factors (NIOSH, n.d.-b); the Canadian cases, several of them members sent to tasks their department was not trained or equipped for, are summarized in [05 Design Principles and Lessons Learned](https://thehumanfactor.ca/library/fire-service-safety/design-principles-and-lessons-learned). Contractor incidents in workplaces follow the pattern every regulator describes: no orientation, no permit, no supervision, hazards not disclosed. This program answers that evidence with the orientation tied to the purchase order, the permit rule, the agreement clauses that settle command, accountability, radio and PPE equivalence before the day, the “not trained, not deployed” rule, the joint learning clause so that both departments learn from the same close call, and the SLAs that make corporate services accountable for safety-critical turnaround.

## 14. Stage 1 minimum and cost note

**Stage 1 (Foundation) minimum.** This program adopted and signed; the prequalification and orientation steps attached to purchase orders; the orientation form at every station; permit rules in force for contractor hot work, lockout, confined space, electrical and heights; every mutual aid and automatic aid agreement located and, where it lacks the safety clauses, an interim letter of understanding with the partner covering host IMS, accountability, radio and PPE equivalence; the fleet and facilities SLAs signed or an interim memo with the turnaround rule; joint review of shared incidents by agreement.

**Cost (people).** Program managers about two hours a month each; station officer orientation time about 20 minutes per contractor engagement; HSO sampling about half a day a quarter; annual joint training day per partner; counsel review of agreement clauses.

**Cost (money, order of magnitude; confirm locally).** Counsel time for agreements and SLAs; radio interoperability equipment where channels are not shared; joint training day costs; printing. The real cost is usually the fleet and facilities turnaround commitment, which belongs in the corporate budget conversation the SLA forces.

## 15. Customize

> **Note: Customize**
>
> Decide and record: the two program managers; the procurement step; who orients contractors at each station and on the training ground; the permit authorizers; the list of partner departments and the status of each agreement; the shared radio plan; the PPE equivalence confirmation method; the joint review convening rule; the fleet and facilities providers and the SLA turnaround values; the records system. Replace every placeholder in double curly braces. Check the contractor and constructor duties, the workers’ compensation clearance practice and the firefighter equipment standards for your province or territory on the topic pages listed under Jurisdiction requirements ([00 Jurisdiction Index](https://thehumanfactor.ca/library/fire-service-safety/jurisdiction-index)); where a partner department is in another province or territory, check its rules as well.

> **Information: Delivery note**
>
> Locate the mutual aid agreements first; most departments find they are older than anyone remembers. The interim letter of understanding is a one-page document that can be signed in a month while counsel reviews the full agreement. The SLA conversation with corporate fleet and facilities is the hardest part of this program and the one the fire chief must lead.

> **Tip: Volunteer and composite departments**
>
> Small departments live on mutual aid; the agreement is the safety program for half their working fires. A department that borrows a live fire instructor-in-charge or a safety officer from a neighbour writes that into the same agreement. Contractor orientation at a volunteer hall can be delivered by the facilities contact by phone with the form left at the station for signature.

## 16. Jurisdiction requirements

This chapter relies on the following legal requirements, which differ by province and territory. Check your jurisdiction’s section on each topic page before adopting it.

| Topic | What to check in your jurisdiction | Page |
|:---|:---|:---|
| Duties of Employers, Supervisors, Workers and Contractors | The employer’s duties to contractors’ workers and others at or near its workplaces, and the duties of contractors, constructors and owners | [J02 Duties of Employers, Supervisors, Workers and Contractors](https://thehumanfactor.ca/library/fire-service-safety/j02-duties-of-employers-supervisors-workers-and-contractors) |
| Written Procedures and Committee Consultation | When written work procedures are required for contractor work and shared operations, and the duty to consult the committee on them | [J06 Written Procedures and Committee Consultation](https://thehumanfactor.ca/library/fire-service-safety/j06-written-procedures-and-committee-consultation) |
| Incident Reporting and Investigation | Who reports injuries to members and to contractors’ workers to the regulator and the compensation board, and how fast, including on shared incidents | [J08 Incident Reporting and Investigation](https://thehumanfactor.ca/library/fire-service-safety/j08-incident-reporting-and-investigation) |
| Records Retention | The minimum retention period for orientation, permit and agreement records | [J09 Records Retention](https://thehumanfactor.ca/library/fire-service-safety/j09-records-retention) |
| Fire Service OHS Rules and Fireground Operations | Fire-service OHS rules (incident command, accountability, two-in and rapid intervention) that bind partner crews working under the host’s command | [J12 Fire Service OHS Rules and Fireground Operations](https://thehumanfactor.ca/library/fire-service-safety/j12-fire-service-ohs-rules-and-fireground-operations) |
| Firefighter PPE and Protective Equipment | The ensemble, SCBA and PASS standards the firefighter equipment rules set, which partner equipment must match | [J13 Firefighter PPE and Protective Equipment](https://thehumanfactor.ca/library/fire-service-safety/j13-firefighter-ppe-and-protective-equipment) |
| Respiratory Protection, Fit Testing and Breathing Air | How often SCBA users must be fit tested and by what method, for the annual equivalence letter | [J14 Respiratory Protection, Fit Testing and Breathing Air](https://thehumanfactor.ca/library/fire-service-safety/j14-respiratory-protection-fit-testing-and-breathing-air) |
| Fall Protection and Rope Access | The fall protection height and plan rules that apply to contractor work at heights | [J16 Fall Protection and Rope Access](https://thehumanfactor.ca/library/fire-service-safety/j16-fall-protection-and-rope-access) |
| Confined Space | The confined space rules that apply to contractor entries in department workplaces | [J17 Confined Space](https://thehumanfactor.ca/library/fire-service-safety/j17-confined-space) |
| Excavation and Trench | The excavation and trench rules that apply to contractor digging near services | [J18 Excavation and Trench](https://thehumanfactor.ca/library/fire-service-safety/j18-excavation-and-trench) |
| Lockout, Machine Guarding and Electrical Safety | The lockout, machine guarding and electrical rules, and the licensing of electrical and gas contractors | [J19 Lockout, Machine Guarding and Electrical Safety](https://thehumanfactor.ca/library/fire-service-safety/j19-lockout-machine-guarding-and-electrical-safety) |
| WHMIS, Hazardous Materials and Asbestos | Asbestos survey, disclosure and licensed abatement rules, and WHMIS for products contractors bring in | [J21 WHMIS, Hazardous Materials and Asbestos](https://thehumanfactor.ca/library/fire-service-safety/j21-whmis-hazardous-materials-and-asbestos) |
| Workers’ Compensation and Firefighter Presumptions | Contractor registration with the workers’ compensation board and the clearance practice before work and before final payment | [J32 Workers' Compensation and Firefighter Presumptions](https://thehumanfactor.ca/library/fire-service-safety/j32-workers-compensation-and-firefighter-presumptions) |

## 17. Implementation toolkit

### T1. Contractor prequalification checklist

| \# | Item | Required for | Verified (date, role) |
|:---|:---|:---|:---|
| 1 | Workers’ compensation registration and clearance certificate | All |  |
| 2 | Liability insurance certificate naming the municipality | All |  |
| 3 | Trade licences (electrical, gas, asbestos, elevating devices, pressure equipment) | As the work requires |  |
| 4 | Contractor safety program on file (policy, procedures for the work, training records) | High-risk work |  |
| 5 | Named site supervisor and contact | All except short visits |  |
| 6 | Subcontractors listed and prequalified | Where used |  |
| 7 | Orientation step written into the purchase order or contract | All |  |
| 8 | Hazard disclosure prepared for the work area | All |  |

### T2. Mutual aid safety clause template (insert into the agreement; counsel to review)

1.  **Incident management.** The host department’s incident management system governs every shared incident. The partner’s officer reports to the command post or staging and receives assignments from the host. No partner unit self-assigns.
2.  **Accountability.** Every partner member is logged into the host’s accountability system on arrival and released through it. Partners adopt the host’s tags or supply their own compatible tags.
3.  **Communications.** Partners operate on the channel the host assigns. The departments maintain a shared interoperability plan and test it annually.
4.  **Personal protective equipment and SCBA.** Each department warrants annually in writing that its members’ structural PPE, SCBA, PASS and fit testing meet the applicable provincial regulation and the current NFPA standards. A member whose equipment does not meet them is assigned outside the hazard zone.
5.  **Driver qualification and response.** Each department’s drivers meet its own qualification rules; response mode never exceeds the host’s matrix; personal vehicle response follows the responding department’s rules.
6.  **Rehabilitation and medical monitoring.** The host’s rehabilitation program applies to all members on scene.
7.  **Safety officer authority.** The host’s incident safety officer, and any safety officer either department assigns, may alter, suspend or terminate any activity that presents an imminent hazard.
8.  **Capability.** The host does not assign a partner crew a task outside the partner’s declared capability; the partner’s officer states the crew’s capability on arrival.
9.  **Joint learning review.** Events on shared incidents are triaged within 24 hours and reviewed jointly under both departments’ learning policies, with the learning firewall: learning information is not used for discipline in either department; conduct concerns go to each department’s separate process. The host convenes unless the partner requests. A de-identified summary goes to both departments’ members and joint committees. Statutory reporting by each department is unaffected.
10. **Injury and exposure reporting.** Each department reports for its own members to its regulator and board; the host provides incident information the partner needs for its reports.
11. **Joint training.** The departments train together at least annually on command, accountability, radio, mayday, rapid intervention, water supply and roadway blocking.
12. **Review and evaluation.** This agreement is reviewed at least every three years and evaluated annually by the chiefs; a conflict resolution process is named.
13. **Insurance and liability.** As counsel drafts.

### T3. Service level agreement safety requirements list

**Fleet.**

- The in-service standard edition adopted; the annual test list (pump, aerial and five-year non-destructive test, ground ladder, hose, chassis) with the month each is due.
- Emergency vehicle technician qualification for the systems serviced.
- Out-of-service authority: officer and technician may place out; technician alone returns.
- Safety defect turnaround on the priority scale: a P1 (Imminent) defect out of service the same shift and repaired within 7 days at most, a P2 (Serious) defect within 30 days, or faster where the SLA sets {{Days}}; reserve or loaner within {{Hours}}.
- Tire age and torque rules; split-rim cage.
- Records to the department: work orders, certificates, tire date codes, for the life of the vehicle.
- Quarterly turnaround data to the program manager.

**Facilities.**

- Planned maintenance schedule per station; code compliance; safety upgrades on the capital list.
- Exhaust system maintenance contract and annual capture verification.
- Safety-critical work order turnaround on the priority scale: a P1 (Imminent) item made safe the same shift and closed within 7 days; a P2 (Serious) item with an interim control within 24 hours and closed within 30 days.
- Environmental register custody: radon, asbestos, lead, legionella, CO and IAQ.
- Contractor control under this program; orientation step; permits.
- Fire safety systems inspections and certificates.
- Quarterly turnaround data to the program manager.

**Dispatch and communications (where external).**

- Response mode assignment per the matrix; interoperability plan; radio coverage tests; mayday handling.

### T4. Quarterly indicator worksheet

| Indicator | This quarter | Last quarter | Trend | Baseline | Target | Note |
|:---|:---|:---|:---|:---|:---|:---|
| Contractor orientation completion |  |  |  |  | 100% |  |
| Permit compliance |  |  |  |  | 100% |  |
| Agreement currency |  |  |  |  | 100% |  |
| Partner accountability logging |  |  |  |  | 100% |  |
| Joint training completion |  |  |  |  | 100% |  |
| SLA safety-critical turnaround (days) |  |  |  |  | Per SLA |  |
| Speak-up on shared work; percent answered in 5 days |  |  |  |  | Up; 100% |  |
| Contractor incidents; percent reviewed |  |  |  |  | Down; 100% |  |
| Shared incident events; percent jointly reviewed |  |  |  |  | 100% |  |
| SLA misses with consequence |  |  |  |  | 0 |  |
| Corrective actions open, closed, overdue |  |  |  |  |  |  |

### T5. Training and competency sign-off table

| Member (role) | Contractor orientation delivery | Permit issue | Partner integration (IC and accountability) | Operating under a host IMS | Joint learning clause | Date | Verified by (role) |
|:---|:---|:---|:---|:---|:---|:---|:---|
|  |  |  |  |  |  |  |  |

### T6. Accountability and closed-loop table with default roles

Section 11 holds the filled table. For a department without standing teams, name one officer for contractors and SLAs and one for mutual aid (they may be the same person), keep the verifier and closure rows unchanged, and record the substitution.

### T7. Stage 1 minimum and cost note

Section 14. For budgeting, transfer these lines to the five-year worksheet: counsel time; interoperability equipment; joint training days; SLA turnaround commitments.

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