Pre works checklist

Details of repair

• Property address

• Bertram reference

• Client Reference

• Client

• Completed by

• Conducted on

  Date
• Your location can be autofilled here (for speed, good signal required) this will not be as accurate as manually completing the address
  Address

Trades required

• Please select trades required

• Underpinning

• Shire pile

• External decorating

• Bricklaying

• Pebble dashing

• Patio laying/paving

• Landscaping

• Concreting

• Internal decorating

• Wallpapering

• Replacement ceiling

• Plastering

• Helical bars

• Rendering

• Grout injection

• Tiling

• Drainage specialist

• Electrical works requiring specialist

• Gas works

• Plumbing

• Roof specialist

• Carpenter

• Floor laying

• Select laminate wood other

  • laminate
  • wood
  • other

• Carpeting

• Other

• Specify other trades required

Checklist and general information

• Anticipated start date

  Date

• Anticipated duration in weeks (please add details to general notes if necessary)

• Add details if under Notifiable CDM and requires a coordinator and F10

• Is policyholder moving into alternative accommodation

  yes

  no

• Add details

• Is there a party wall issue?

  Select Yes No

  • Yes
  • No

• Enter details

• Does the council need to be contacted?

  Select Yes No

  • Yes
  • No

• Enter details

• Is parking permit required?

  Select Yes No

  • Yes
  • No

• Enter details

• Is congestion charge applicable?

  Select Yes No

  • Yes
  • No

• Enter details

• Is there an access issue?

  Select Yes No

  • Yes
  • No

• Enter details

• Is a damp report required?

  Select Yes No

  • Yes
  • No

• Enter details

• Please add photo(s) showing access issue

  Media

• Is drying and certificate required?

  Select Yes No

  • Yes
  • No

• Enter details

• Is building notice applicable?

  Select Yes No

  • Yes
  • No

• Enter details

• Is herras/security fencing required?

  Select Yes No

  • Yes
  • No

• Enter details

• Is asbestos an issue? (detail in risk assessment)

  Select Yes No

  • Yes
  • No

• Enter details

• Is a skip licence required?

  Select Yes No

  • Yes
  • No

• Enter details (including location, duration, and if required on day 1)

• Is scaffold required?

  Select Yes No

  • Yes
  • No

• Indicate the approximate duration in weeks

• Indicate the approximate height in meters

• Location

• Is tower required?

  Select Yes No

  • Yes
  • No

• Indicate the approximate duration in weeks

• Indicate the approximate height in meters

• Location

• Is the hire of a port-a-loo required?

  Select Yes No

  • Yes
  • No

• Indicate the approximate duration in weeks

• Is the hire of a storage pod required?

  Select Yes No

  • Yes
  • No

• Indicate the approximate duration in weeks

• Does the work involve demolition?

  Select Yes No

  • Yes
  • No

• Enter details

• Standard of finish required

  Select High specification Normal standard

  • High specification
  • Normal standard

Supporting Documentation (photos/scanned docs/drawings)

• Would you like to add a drawing?

  Select Yes No

  • Yes
  • No

• Please add drawing here

  Drawing

• Would you like to add a photo or scanned document picture?

  Select Yes No

  • Yes
  • No

• Many photos can be added here from the camera or the library. Just keep selecting the + sign to add another photo.

  Media

• General site notes

Materials & operative team

• Are there any materials that need to be put on order?

  Select Yes No

  • Yes
  • No

• Enter details

• Has material choice been discussed or been chosen?

  Select yes no NA

  • yes
  • no
  • NA

• Enter details

• Has a material choice sheet been left for the policy holder?

  Yes

  No

  N/A

• Please detail the material required and approximate amounts

• Helibars

• How many bars?

• Resin

• How many tubs?

• Grout

• How many tubs?

• Carpet protector

• How many rolls?

• Megafilm

• How many rolls?

• Do you have an operative team in mind?

  yes

  no

• Details of preferred operatives

Reminders

• Has the H&S Risk Assessment been completed?

  Yes

  No

  N/A

• If you have difficulties in answering aspects of the Risk Assessment: Please refer to the H&S manual or contact Capita Symonds. 020 8761 7830 07785 454783 richard.leppard@capita.co.uk

• Has a 360 Site View video been done?

  Yes

  No

  N/A

• Has the Policy holder mandate been completed? (electronic template available)

  Yes

  No

  N/A

• Has the XS been collected during the visit?

  Yes

  No

  N/A

• Ensure that the Excess Payment form has been completed and return cheque to Bertram finance.

• Has the PH been left a PH leaflet?

  Yes

  No

  N/A

• Has the PH/occupant shared welfare certificate been completed?

  Yes

  No

  N/A

Sign-off

• Name & Signature

  Sign

• Please email this form to your coordinator and cc allocation manager