Information

  • Building Consultancy reference & customer name

  • Adjuster reference & name

  • Contractor

  • Provide details

  • Location
  • Weather at time of visit

  • Conducted on

  • Who was on site?

  • Clerk of Works

  • Provide details

  • Prepared by

  • Please take a front elevation photo of the property

  • Were you able to gain safe access to the property?

Site inspection report

  • Is the property clean, tidy & safe?

  • Has Health & Safety information been left at the site?

  • Any other H&S Comments?

Present position

  • Progress / activity on site since previous report

  • Repair completion date

  • Is the project on plan?

  • Is a valid extension of time required?

  • Record valid reasons for the extension of time

  • Complete extension of time documentation and issue to lead surveyor for checking and issuing

  • Extension time contract document sent to lead surveyor?

  • Enter reasons why not a valid request for an extension of time

  • Formally inform contractor of reasons why not a valid extension of time and record on file

Planned activity

  • Overview of planned activity in next two weeks

Variations

  • Is a variation to the contract required?

Variation Request

  • Is it a valid variation?

  • Enter details of why variation is not valid

  • Formally notify contractor in writing why variation is not valid and record note on file

  • Add photos of variation items / areas

  • Variation details

  • Variation required

Variation request

  • Enter cost of variation in £'s

  • Enter details of variation

  • Complete contract instruction and issue to lead surveyor for checking and issuing and enter note on file

  • Contract Instruction sent to lead surveyor?

  • Add photos of variation items / areas

Valuations

  • Is a valuation required / requested by the contractor?

Valuation request

  • Is it a valid valuation?

  • Enter details of why valuation is not valid

  • Formally inform contractor why valuation is not valid and record note on file

  • Enter details of valuation

  • Enter Valuation figure in £'s

  • Complete contract documentation and issue to lead surveyor to review and issue

  • Contract certificates sent to lead surveyor?

  • Take photos of completed work that forms the valuation

Action plan following this visit

  • Please provide details of any actions that are required in order to progress the repairs, when this needs to be done by and who needs to action this.

    If actions are required then tap on the "Add Action required" button. For each additional action either hit that button again or tap the "+ Add" button.

  • Action plan details

  • Action required
  • What needs to be done next in order to move this repair forward?

  • When does action need to be taken by?

  • Specify the person / party responsible for this action

  • Detail who this is

Instructions or Guidance required

  • Please provide details of any instructions / guidance that are required in order to progress the repairs, when this needs to be done by and who needs to action this.

    If actions are required then tap on the "Add Action required" button. For each additional action either hit that button again or tap the "+ Add" button.

  • Instructions / Guidance details

  • Action required
  • What instructions / guidance are needed?

  • When do you need the instruction / guidance by?

  • Specify the person / party responsible for this instruction / guidance

  • Detail who this is

Any additional comments

  • Please take photos of all rooms and external areas

Sign Off

  • Clerk of Works

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.