Information

  • Conducted on

  • Prepared by

  • Date

  • Standard/Arranged

  • Cold call

Referral Source

  • Source

Tenant/Homeowner Details

  • Name

  • Address
  • Phone Number

  • Mobile Number

  • Email Address

  • Preferred Time of Contact

  • Preferred Contact Method

Client/Landlord Details

  • Name

  • Address
  • Phone Number

  • Mobile Number

  • Email Address

  • Preferred Method of Contact

  • Preferred Time of Contact

Property details

Property Details

  • Property Type

  • Building finish

  • Number of Bedrooms

  • Type of Heating

  • Insulation Works Required

  • Structural condition

  • External Wall Condition

  • Remedial works required

  • Adequate ventilation to work area

  • Dampness or water damage

  • Photo of each elevation

  • Building defects

  • Protected species or rodents

  • Safety monitors present

  • Have the alarms all been tested by surveyor

  • Special Instructions

Access

  • On site parking

  • Client Instructions

  • Access Issues

  • Access Equipment Required

Loft Insulation

  • Photo of loft

  • Area to be insulated

  • Existing Depth

  • Photo of existing depth

  • Depth to be added

  • Loft drawing

  • Relay Required

  • Please note any pipe work that required lagging

  • Loft hatch needing D/P

  • Loft vents required

  • Areas to be omitted

  • Walkway required

  • Loft clearance

  • Additional notes

Cavity Wall Insulation

Details

  • Total area to be insulated

  • Required material

  • Average Cavity Depth

  • Total area to be omitted

  • Photos of omitted areas

  • Number of air bricks

  • HTT reason

  • Number of Cavity brushes required

  • Core vent required

  • Photo of any defects

  • List any defects

  • List all access issues

  • Photo of access issues

  • Location of chimneys

  • Location of flue

Front Elevation

  • Boroscope photo

  • Cavity Depth

  • Elevation Drawing

Rear Elevation

  • Boroscope photo

  • Cavity Depth

  • Elevation Drawing

Right hand elevation

  • Boroscope photo

  • Cavity Depth

  • Elevation Drawing

Left hand elevation

  • Boroscope photo

  • Cavity Depth

  • Elevation Drawing

Extraction

  • Total area to be extracted

  • Reason for extraction

  • Material being extracted

  • Recommended cavity drying time

  • Are all apertures sealed internally

  • Moisture reading results

  • Has client been advised on extent on drilling and core holes

Spray Insulation

  • Area to be sprayed

  • Product to be sprayed

  • Photo of area to be sprayed

  • Depth of joists

  • Depth to be sprayed

  • Finish to be applied

  • Adequate ventilation

  • Special instructions

Draught Proofing

  • Loft hatch

  • Internal Door

  • External Door

  • Standard window

  • Sash windows

Generic Risk Assessment

  • HAZARD
    Injury to employees and public
    POTENTIAL
    Slips, Trips, Falls
    EXISTING RISKS
    Medium
    CONTROL MEASURE
    H&S checklist, Good Housekeeping, Safety Signage
    REVISED RISK
    Low

  • HAZARD
    Working at height
    POTENTIAL
    Falls, Material falls
    EXISTING RISK
    Medium/long ladder, Free standing
    CONTROL MEASURE
    Complete daily checklist, Correct use of ladder, Safety signage
    REVISED RISK
    Low

  • HAZARD
    Signage control
    POTENTIAL
    Public intrusion into work area
    EXISTING RISK
    High
    CONTROL MEASURE
    Signage, Barrier use
    REVISED RISK
    Medium

  • HAZARD
    Access arrangements
    POTENTIAL
    Falls, Cuts, Damage
    EXISTING RISK
    Medium
    CONTROL MEASURE
    Survey inspection
    REVISED RISK
    Medium

  • HAZARD
    Non-floored loft
    POTENTIAL
    Trips, Property damage, Knee injury
    EXISTING RISK
    High
    CONTROL MEASURE
    Crawl boards, Knee pads, Ceiling weight checked at survey
    REVISED RISK
    Medium

  • HAZARD
    Substance hazard
    POTENTIAL
    Vapour, Dust, Inhilation, Skin contamination
    EXISTING RISK
    High
    CONTROL MEASURE
    PPE use, Face masks
    REVISED RISK
    Low

  • HAZARD
    Manual handling
    POTENTIAL
    Personal injury
    EXISTING RISK
    Medium
    CONTROL MEASURE
    PPE, Correct manual handling technique
    REVISED RISK
    Low

  • HAZARD
    Lone working
    POTENTIAL
    Illness, Injury
    EXISTING RISK
    High
    CONTROL MEASURE
    Phone use, Local emergency contacts, First aid kit
    REVISED RISK
    Medium

  • HAZARD
    Drilling
    POTENTIAL
    Debris injury
    EXISTING RISKS
    High
    CONTROL MEASURE
    Eye protection, Correct PPE
    REVISED RISK
    Medium

  • HAZARD
    Visibility
    POTENTIAL
    Falls, Trips, Errors
    EXISTING RISK
    High
    CONTROL MEASURE
    Use correct lights, Daily checklist
    REVISED RISK
    Low

  • HAZARD
    Loose electric cables, pipe work
    POTENTIAL
    Shocks, Trips, Falls, Snags
    EXISTING RISKS
    High (where present)
    CONTROL MEASURE
    Inform client, Ensure power off, Make secure
    REVISED RISK
    Low

  • HAZARD
    Material injection
    Sand/cement use
    POTENTIAL
    Harmful if ingested, Mess, Foot injury (Weight)
    EXISTING RISKS
    Medium
    CONTROL MEASURE
    Safety boots, Gloves
    REVISED RISK
    Low

  • HAZARD
    Vibration
    POTENTIAL
    VWF, Personal injury
    EXISTING RISKS
    High
    CONTROL MEASURE
    Correct grip, PPE use
    REVISED RISK
    Medium

  • HAZARD
    Birds/bees/wasps nests
    POTENTIAL
    Personal injury
    EXISTING RISKS
    High
    CONTROL MEASURE
    Inform client, Arrange removal
    REVISED RISK
    Low

  • HAZARD
    Asbestos
    POTENTIAL
    Exposure, Illness
    EXISTING RISK
    High
    CONTROL MEASURE
    Asbestos survey
    REVISED RISK
    Low

  • HAZARD
    Hand tools
    POTENTIAL
    Cuts, Bruises, damage to clothing
    EXISTING RISKS
    Medium
    CONTROL MEASURE
    Knife sheath, Daily checks
    REVISED RISK
    Low

  • HAZARD
    Confined spaces
    POTENTIAL
    Back injury, breathing
    EXISTING RISKS
    Medium
    CONTROL MEASURE
    Regular breaks, Correct PPE
    REVISED RISK
    Low

  • HAZARD
    Machinery
    POTENTIAL
    Electrocution, Limb injury
    EXISTING RISKS
    High
    CONTROL MEASURE
    Due servicing, Daily checks
    REVISED RISK
    Medium

  • HAZARD
    Noise
    POTENTIAL
    Hearing damage, Disturbance
    EXISTING RISKS
    High
    CONTROL MEASURE
    Ear defenders, Notification
    REVISED RISK
    Low/Medium

  • HAZARD
    Parking
    POTENTIAL
    Public injury, Vehicle damage
    EXISTING RISKS
    Medium
    CONTROL MEASURE
    Due care, Use banksman
    REVISED RISK
    Low

  • HAZARD
    Dust (drilling)
    POTENTIAL
    Breathing problems, Mess
    EXISTING RISKS
    Medium
    CONTROL MEASURE
    Mask use, Proper cleaning
    REVISED RISK
    Low/Medium

Dynamic Risk Assessment & Client Declaration

Dynamic Risk Assessment

  • I have assessed the conditions on site ensuring there is adequate ventilation and no evidence of damp and no remedial works required. Unless listed below, there are no additional significant hazards observed that are not addressed in the generic risk assessment for the work to be undertaken.

  • Surveyor signature

Tenant/Homeowner health & safety pre-start checks and information

  • Is there a tenant/homeowner present

  • If yes ensure that the full scope of work that is due to be carried out is fully explained

  • Ensure that the tenant/homeowner is fully aware of all the work activities (including areas to be omitted) and safety issues relating to parking, the working are, hazards, equipment being used, noise and waste

  • I have been made fully aware of all the work activities (including the ares to be omitted) due to take place at my property

  • I have been made fully aware of the hazards associated with the work and where applicable, all the additional safety measures that will have to be taken

  • I agree to the works being carried out

  • Client signature

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.