Management Site Audit Rev2

• Document No.

• Audit Title (site or contract name)

• Client / Site ( Customer name)

• Conducted on

  Date
• Location
  Address

• Team

  Select 405 404 403 402 Projects Security Projects HVAC/BMS

  • 405
  • 404
  • 403
  • 402
  • Projects Security
  • Projects HVAC/BMS

1.0 HSE and Legislative Compliance

• Every contract/project has to have a classification to determine HSE and Environmental risk, the Classification should not be more than 12 months old and if the contract scope has changed during this time, the classification is to be updated as well.

• 1.1 Contract Classification available?

  Yes

  No

  N/A

• 1.2 Contract classification up to date?<br>

  Yes

  No

  N/A

• 1.3 Contract Classification result - Safety

  Major

  Minor

• 1.3.1 Is the Site Safety Plan appropriate and up to date

  Yes

  No

  N/A

• 1.3.2 Are all site technicians and sub contractors being properly inducted?

  Yes

  No

  N/A

• 1.3.3 Are inductions being recorded?

  Yes

  No

  N/A

• 1.3.4 Are JSA (Job Safety Assessments) in place and being produced?

  Yes

  No

  N/A

• 1.3.5 Are Risk Assessment being done 100% of the time?

  Yes

  No

  N/A

• 1.3.6 Are sufficient SOS's being done?

  Yes

  No

  N/A

• 1.3.7 Is there sufficient and appropriate signage?

  Yes

  No

  N/A

• 1.3.8 Are all Technicians required licenses up to date and relevant?

  Yes

  No

  N/A

• 1.3.9 Is the Site Risk Assessment valid, accurate and up to date

  Yes

  No

  N/A

• 1.3.10 Are all site technicians and sub contractors being properly inducted?

  Yes

  No

  N/A

• 1.3.11 Are inductions being recorded?

  Yes

  No

  N/A

• 1.3.12 Are JSA (Job Safety Assessments) in place and being produced?

  Yes

  No

  N/A

• 1.3.13 Are sufficient SOS's being done?

  Yes

  No

  N/A

• 1.3.14 Is there sufficient and appropriate signage?

  Yes

  No

  N/A

• 1.3.15 Are all Technicians required licenses up to date and relevant?

  Yes

  No

  N/A

• 1.4 Contract Classification result - Environmental

  Significant

  Minor

  Insignificant

• Environmental Aspect and Impact assessment required.
  Implement environmental management processes and controls.
  Manage sub contractors according to their risk profile
  Site Environmental Plan (EMP) required
  Manage contract progress according to EMP

• 1.4.1 Environmental Aspect and Impact Assessment available and in date?

  Yes

  No

  N/A

• 1.4.2 Are contractors being managed according to their risk profile?

  Yes

  No

  N/A

• 1.4.3 Is the Environmental Management Plan appropriate and up to date?

  Yes

  No

  N/A

• 1.4.4 Is the contract being managed according to the EMP?

  Yes

  No

  N/A

• Environmental Aspect and Impact assessment required.
  Implement environmental management processes and controls.

• 1.4.5 Environmental Aspect and Impact Assessment available and in date?

  Yes

  No

  N/A

• 1.4.6 Are contractors being managed according to their risk profile?

  Yes

  No

  N/A

• No further action required

• Are there any Non Compliance,s in Section 1

  Yes

  No

  N/A

• Enter Non compliance s and actions into this section, actions will auto increment

Action

• SOS, ETS or OFI number if relevant

• Comments/issue

• Assigned to manager...

  Select Mark Doble Mark Irwin Pack Dane McCarthy Angus Paxton Steve Jessop Cris Rielly Colleen Parminter Wayne Nimmo John Geoghagen

  • Mark Doble
  • Mark Irwin Pack
  • Dane McCarthy
  • Angus Paxton
  • Steve Jessop
  • Cris Rielly
  • Colleen Parminter
  • Wayne Nimmo
  • John Geoghagen

• Date assigned

  Date

• Completion date

  Date

2.0 Contract & operations

• 2.1 Is there a signed contract in place that is not out of date?

  Yes

  No

  N/A

• 2.2 Is the contract accurately recorded and forecast in EPSF?

  Yes

  No

  N/A

• 2.3 Are all assets accurately and comprehensively recorded?

  Yes

  No

  N/A

• 2.4 Are all assets accurately and comprehensively recorded in SMS/FX?

  Yes

  No

  N/A

• 2.5 Is renewal and other work that impacts assets being properly captured?

  Yes

  No

  N/A

• 2.6 Are updated asset lists (e.g after renewal work) provided to sales?

  Yes

  No

  N/A

• 2.7 Are the service (PM) schedules understood, recorded and carried out In line with the contract?

  Yes

  No

  N/A

• 2.7.1. Is the service schedule in place and accurate?

  Yes

  No

  N/A

• 2.7.2. Does the last service carried out match the time and frequency of the "Service Schedule"?

  Yes

  No

  N/A

• 2.7.3 is the available documentation that indicates that maintenance is being carried out in accordance with the "Service Schedule"

  Yes

  No

  N/A

• 2.7.4. Is maintained equipment as per contract listing?

  Yes

  No

  N/A

• 2.8 Are the service schedules (PM) in SMS /FX

  Yes

  No

  N/A

• 2.9 Are all inclusions and exclusions understood by relevant personnel?

  Yes

  No

  N/A

• 2.10 Are all site Honeywell personnel performing satisfactorily?

  Yes

  No

  N/A

• 2.11 Are all site sub-contractors /suppliers performing satisfactorily?

  Yes

  No

  N/A

• Are there any Non Compliance,s in Section 2

  Yes

  No

  N/A

• Enter Non compliance s and actions into this section, actions will auto increment

Action

• SOS, ETS or OFI number if relevant

• Comments/issue

• Assigned to manager...

  Select Mark Doble Mark Irwin Pack Dane McCarthy Angus Paxton Steve Jessop Cris Rielly Colleen Parminter Wayne Nimmo John Geoghagen

  • Mark Doble
  • Mark Irwin Pack
  • Dane McCarthy
  • Angus Paxton
  • Steve Jessop
  • Cris Rielly
  • Colleen Parminter
  • Wayne Nimmo
  • John Geoghagen

• Date assigned

  Date

• Completion date

  Date

3.0 Customer Interface

• 3.1 is there a customer survey setup with the appropriate people?

  Yes

  No

  N/A

• 3.2 Are all survey scores 8 or above?

  Yes

  No

  N/A

• 3.3 Are all actions related to previous surveys addressed?

  Yes

  No

  N/A

• 3.4 Are the weekly/monthly/quarterly reports being distributed on time?

  Yes

  No

  N/A

• 3.5 Are the weekly/monthly/quarterly reports of sufficient quality?

  Yes

  No

  N/A

• 3.6 Are all customer requests (quotes, product info etc) being addressed?

  Yes

  No

  N/A

• Are there any Non Compliance,s in Section 3

  Yes

  No

  N/A

• Enter Non compliance s and actions into this section, actions will auto increment

Action

• SOS, ETS or OFI number if relevant

• Comments/issue

• Assigned to manager...

  Select Mark Doble Mark Irwin Pack Dane McCarthy Angus Paxton Steve Jessop Cris Rielly Colleen Parminter Wayne Nimmo John Geoghagen

  • Mark Doble
  • Mark Irwin Pack
  • Dane McCarthy
  • Angus Paxton
  • Steve Jessop
  • Cris Rielly
  • Colleen Parminter
  • Wayne Nimmo
  • John Geoghagen

• Date assigned

  Date

• Completion date

  Date

4.0 Financial Performance

• 4.1 is the C/B equal or above the booked C/B?

  Yes

  No

  N/A

• 4.2 Is there an adequate recovery Plan in place?

  Yes

  No

  N/A

• 4.3 Is there a budget in place?

  Yes

  No

  N/A

• 4.3.1. Is the budget appropriate?

  Yes

  No

  N/A

• 4.3.2. Are Materials appropriate?

  Yes

  No

  N/A

• 4.3.3. Is Labour appropriate?

  Yes

  No

  N/A

• 4.3.4. Are there corrective/risk provisions?

  Yes

  No

  N/A

• 4.4. Can the site Technician/Supervisors demonstrate adherence to the contract?

  Yes

  No

  N/A

• 4.5 Is there evidence that out of scope/exclusions are being charged?

  Yes

  No

  N/A

• 4.6 Is spot work being processed through SWQ and properly priced?

  Yes

  No

  N/A

• 4.7 are surcharges being accurately added?

  Yes

  No

  N/A

• Are there any Non Compliance,s in Section 4

  Yes

  No

  N/A

• Enter Non compliance s and actions into this section, actions will auto increment

Action

• SOS, ETS or OFI number if relevant

• Comments/issue

• Assigned to manager...

  Select Mark Doble Mark Irwin Pack Dane McCarthy Angus Paxton Steve Jessop Cris Rielly Colleen Parminter Wayne Nimmo John Geoghagen

  • Mark Doble
  • Mark Irwin Pack
  • Dane McCarthy
  • Angus Paxton
  • Steve Jessop
  • Cris Rielly
  • Colleen Parminter
  • Wayne Nimmo
  • John Geoghagen

• Date assigned

  Date

• Completion date

  Date

Other actions...

• Are there any other actions to be assigned?

  Yes

  No

  N/A

• Enter Non compliance s and actions into this section, actions will auto increment

Action

• SOS, ETS or OFI number if relevant

• Comments/issue

• Assigned to manager...

  Select Mark Doble Mark Irwin Pack Dane McCarthy Angus Paxton Steve Jessop Cris Rielly Colleen Parminter Wayne Nimmo John Geoghagen

  • Mark Doble
  • Mark Irwin Pack
  • Dane McCarthy
  • Angus Paxton
  • Steve Jessop
  • Cris Rielly
  • Colleen Parminter
  • Wayne Nimmo
  • John Geoghagen

• Alternative assignment to...

• Date assigned

  Date

• Completion date

  Date

• Audit Completed by..,

  Sign

• Actions completed on...

  Date