Installer Vetting form

• Contractor Name

• Prepared by

• Audit Type (multiple selection)

  Select Glazing External Wall Insulation Internal Wall Insulation Loft Insulation Floor Insulation Draft Proofing Conservatories Builders - 27 Carpenter & Joiners - 20 Damp, Timber & Underground Waterproofers - 37 Leadwork Specialists - 42 Painters & Decorators - 33 Plasterers & Renderers - 34 Plumbers - 35 Roofers – 36

  • Glazing
  • External Wall Insulation
  • Internal Wall Insulation
  • Loft Insulation
  • Floor Insulation
  • Draft Proofing
  • Conservatories
  • Builders - 27
  • Carpenter & Joiners - 20
  • Damp, Timber & Underground Waterproofers - 37
  • Leadwork Specialists - 42
  • Painters & Decorators - 33
  • Plasterers & Renderers - 34
  • Plumbers - 35
  • Roofers – 36

• Audit Scope

  Select Competent Person Green Deal TrustMark

  • Competent Person
  • Green Deal
  • TrustMark

Management Systems

• Q1. Is the company aware of the Certass logo use policy, technical handbooks, scheme rules (available from the Certass members area)

  Yes

  No

  N/A

• Q2. What are the management procedures for the company? (tick all that apply)

• PAS2030 Management System

• ISO9001/14001 Management System

• Other Externally audited management system

• Informal internal management procedures

• Q3. If Applicable - Does the system meet all Green Deal PAS2030 requirements, including site related processes and paperwork

  Yes

  No

  N/A

• Outline details of the management systems

• Q4. Are the Management systems adequate to operate the business?

  Yes

  No

  N/A

• Observations / Comments

Complaints Handling

• Q5. Was a complaints handling procedure available?

  Yes

  No

  N/A

• Q6. Are any complaint records available to review?

  Yes

  No

  N/A

• Q7. Does the contractor have an adequate method for recording and tracking consumer complaints?

  Yes

  No

  N/A

• Observations / Comments

Health and Safety Procedures

• Number of Employees

• Q8. COSHH assessments and other relevant risk assessments inspected

  Yes

  No

  N/A

• Q9. Accident Book Inspected

  Yes

  No

  N/A

• Q10. First Aid person appointed?

  Yes

  No

  N/A

• Observations / Comments

Office Based Staff Assessment

• Company Principals are suitably qualified and experienced.

  Yes

  No

  N/A

• Q12. Suitably qualified and experienced administrative staff are employed, appropriate to the nature of the work.

  Yes

  No

  N/A

• Q13. Site supervisor’s work is adequately allocated and monitored by Company Principals.

  Yes

  No

  N/A

• Q14. The level of site supervision is adequate and appropriate to the nature of the work.

  Yes

  No

  N/A

• Q15. Site supervisory staff are suitably qualified and experienced.

  Yes

  No

  N/A

• Q16. Do company principles and supervisors understand the Building Regulation issues relating to the installation which must not make the situation worse

  Yes

  No

  N/A

• Q17. Do company principles and supervisors understand the mandatory requirements of the Building Regulations for the installation

  Yes

  No

  N/A

• Q18. Is the contractor aware of what they can and can’t register with Certass e.g cant register porches, conservatories, new extensions

  Yes

  No

  N/A

• Observations / Comments

Sub-Contractor Allocation

• Q19. Does the company use sub- contractors

  Yes

  No

  N/A

• Q20. Contractor has appropriate mechanisms for ensuring that sub-contractors remain aware of changes to standards and regulations.

  Yes

  No

  N/A

• Q21. Contractor has appropriate mechanisms for choosing sub-contractors, to ensure that they are suitably qualified and experienced.

  Yes

  No

  N/A

• Q22. Contractor has appropriate mechanisms for ensuring that the quality of sub-contractors work will ensure that the finished works are fit for purpose.

  Yes

  No

  N/A

• Observations / Comments

Job contract review, sample 3 job files

• List job files sampled

• Q23. Does the company paperwork issued to consumers have the company details displayed

  Yes

  No

  N/A

• Q24. Contract/quotation is written in clear unambiguous English

  Yes

  No

  N/A

• Q25. Reference is made in the contract to cooling off periods or an opt out clause is completed by the consumer

  Yes

  No

  N/A

• Q26. Scope of work is simply presented and adequately described.

  Yes

  No

  N/A

• Q27. Timetable for the works stated.

  Yes

  No

  N/A

• Q28. Payment rules are clearly stated.

  Yes

  No

  N/A

• Q29. Associated documents are available e.g survey notes, consumer queries

  Yes

  No

  N/A

• Q30. Evidence that purchased products are compliant to thermal performance requirements

  Yes

  No

  N/A

• Materials used are covered by appropriate and relevant quality assurance provisions. e.g CE Marking

  Yes

  No

  N/A

• Observations/comments

Fitting Teams

• Number of Fitting Teams

• Enter Qualified Fitting Team member

Person

• First Name

• Last Name

• Date of Birth

  Date

• Qualification

  MTC qualified

  NVQ Qualified

  No qualification

• Q32. Are installers all suitably qualified or in suitable training programmes?

  Yes

  No

  N/A

• Observations/Comments

Surveyors

• Number of surveyors

• Surveyor Details

Person

• First Name

• Surname

• Date of Birth

  Date

• Qualification

  MTC qualified

  NVQ Qualified

  No qualification

• Q33. Are all surveyors suitably qualified or in suitable training programmes?

  Yes

  No

  N/A

• Observations/Comments

Sub-contractors

• Do subcontract installers have suitable qualifications

  Yes

  No

  N/A

• Observations/Comments

Site details

• Installation Address
  Address

• Property Description

• Front Elevation photo

  Media

• Installation details /scope of works

• Q35. BUILDING REGULATION CHECKS (CLICK TO THE RIGHT TO ADD EACH INSTALLATION LOCATION)

INSTALLATION CHECKS

• Location

• Structural Stability

  Pass

  Non-Conformance

  N/A

• Fire Safety

  Pass

  Non-Conformance

  N/A

• Resistance to contaminants and moisture

  Pass

  Non-Conformance

  N/A

• Toxic Substances

  Pass

  Non-Conformance

  N/A

• Resistance to sound

  Pass

  Non-Conformance

  N/A

• Ventilation

  Pass

  Non-Conformance

  N/A

• Sanitation, Hot Water Safety and Water Efficiency

  Pass

  Non-Conformance

  N/A

• Drainage and waste disposal

  Pass

  Non-Conformance

  N/A

• Heat producing appliances

  Pass

  Non-Conformance

  N/A

• Protection from falling

  Pass

  Non-Conformance

  N/A

• Conservation of fuel and power

  Pass

  Non-Conformance

  N/A

• Access to and Use of Buildings

  Pass

  Non-Conformance

  N/A

• Glazing safety

  Pass

  Non-Conformance

  N/A

• Electrical Safety

  Pass

  Non-Conformance

  N/A

• Approved Document 7 (Workmanship and Materials)

  Pass

  Non-Conformance

  N/A

• Scheme Rules

  Pass

  Non-Conformance

  N/A

Quality and Customer Care

• Q36. Quality Index (1 worst, 5 Average, 10 Best - prize winning standard)

• Q37. Does the installation meets the specification and survey note requirements

  Yes

  No

  N/A

• Q38. Has the consumer been provided with a contract, guarantee and aware of an IBG

  Yes

  No

  N/A

• Any feedback from the consumer

EWI

• Q39. Is the installation for External Wall Insulation

  Yes

  No

• N/ A in checklist = Not Applicable or Not Able to view at stage of contruction

General

• Correct materials on site?

  Yes

  No

  N/A

• Correct storage of materials?

  Yes

  No

  N/A

• Base track level?

  Yes

  No

  N/A

• Cills correctly fitted?

  Yes

  No

  N/A

Insulation Boarding

• Bossed render removed & dubbed out?

  Yes

  No

  N/A

• Verge trims fitted correctly?

  Yes

  No

  N/A

• Board sizes greater than 200mm?

  Yes

  No

  N/A

• Base track level?

  Yes

  No

  N/A

• Boards bedded if required?

  Yes

  No

  N/A

• Fixing pattern correct?

  Yes

  No

  N/A

• L shapes around windows?

  Yes

  No

  N/A

• Gaps between boards filled?

  Yes

  No

  N/A

• Solidly fixed?

  Yes

  No

  N/A

• Sealing tape at abutments / openings / base / verge?

  Yes

  No

  N/A

• Boarding flat?

  Yes

  No

  N/A

• Firebreaks in place and stainless pins used?

  Yes

  No

  N/A

• Insulation rasped / joints smoothed off?

  Yes

  No

  N/A

Base Coat Render

• Beading lined and levelled?

  Yes

  No

  N/A

• Base coat notch trowelled?

  Yes

  No

  N/A

• Stress patches in place?

  Yes

  No

  N/A

• Mesh fully embedded if applicable?

  Yes

  No

  N/A

• Correct depth of base coat?

  Yes

  No

  N/A

• Flattened off sponge smooth finish?

  Yes

  No

  N/A

Finish

• Printing correct colour, no runs?

  Yes

  No

  N/A

• Texture /Pebble dash / Brickslip properly applied, even finish?

  Yes

  No

  N/A

• Rubbed up to proper thickness, no bald spots?

  Yes

  No

  N/A

Special details

• Movement/ Expansion joints correctly fitted, fixed?

  Yes

  No

  N/A

• Overpainted? Even, smooth finish?

  Yes

  No

  N/A

• Ashlar details? Sufficient drip, smooth finish?

  Yes

  No

  N/A

Observations

• Observations / comments

Non Conformances

• Q40. Are there any non conformance issues

  Yes

  No

  N/A

• N/C List

Issues

• Location

• N/C Description

• Requirement for improvement

Certification Recommendation

• Recommendation for Certification

  Yes

  No

  N/A

• Justification for recommendation

• Action plan agreed for any remedial action

  Yes

  No

  N/A

• Contractor signature

  Sign

• Auditor Signature

  Sign