Information

  • Region

  • Company Name

  • Company Address

  • Company Email

  • Add a Contact Name & Position?

  • Contact Name & Position

  • Email

  • Mobile Number

  • Add another Contact Name & Position?

  • Contact Name & Position

  • Email

  • Mobile Number

  • Add another Contact Name & Position?

  • Contact Name & Position

  • Email

  • Mobile Number

  • Location
  • Inspector

  • Conducted on

  • Categories

  • Competent roofer?

Accreditations

  • Other accreditations

  • What Other accreditations?

Customer Relations

  • Customer Relations (Check procedures for monitoring customer enquiries – speed/thoroughness)

Estimates or Quotations

  • Clarity of Estimates or Quotations (Look for unambiguous, clear English with simple costings & Scope of work – showing Terms & Condition of sale, 7 day cooling off period)

  • Est./Quote Inspected:

  • T & Cs

Insurance EL and PL

  • Check Schedules of Insurance – In date and match work undertaken

  • EL

  • PL

  • PI

Standard of Work

  • Select a site(s) for Inspection for WIP. Check awareness of and compliance with BS/ENs or CoPs & Manufacturers Tech. information<br>

  • Location

  • Site inspected

  • BS/EN &/or CoPs:

  • Manufacturers Tech. Lil:

Health & Safety

  • Confirm compliance with H & S Regulations during site inspection.

  • Check H & S Policy &/or Statement & Accident Book

  • H & S Policy Current: <br>

  • Review Date Noted<br>

  • Accident Book

  • NFRC stats submitted

Guarantees

  • Check evidence of Company Guarantees Inc. Period & NFRC/TrustMark Insurance Backed Guarantees where applicable<br>

  • Co. Guarantee Period

  • Insurance backed guarantees

Complaints Procedures

  • Check for written Procedures, Records, Methods & promptness in settling.

  • Written procedures?

  • Testimonials?

Training

  • Look for a training Plan. Is training (for qualifications) encouraged?

  • Company Training Contact ?

Fiscal probity

  • Fiscal Probity Check

  • ISO 9000/9002

Additional Topics

  • Check contractor has a log in code for the web site. Take contractor on a tour through the website showing key items such as technical literature available, on line learning links, legal help and advice, links to NSCC for additional services - employment law, credit and CRB checks.

  • Remind contractor of their obligations on refurbishment works, run through the Competent Roofer scheme

  • Go through NFRC insurance backed warranties through QA National Warranties. The Co Partnership Scheme, The Commercial Scheme and the Latent Defects Policy

  • NFRC Codes of Practice – discuss any contractor specific issues mentioned by the Customer Relations Officer.

  • Discuss other events Technical & Business Seminar, Regional AGM, Congress and the Roofing Awards, Regional Golf Society

  • NFRC benefits – Go through the bullet points and leave the member with a copy

  • Trade member feedback

  • Inspector feedback

  • Inspector 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.