Project Manager Quality Control Audit

• Project Manager:

• PM QC Audit Month:

• Date of Completion:

  Date

Template Control

• Company: HF

• TEMP Ref: HF-EFRM-MDL-0097-Project Manager Quality Control Audit Rev 01

• CONTROLLED TEMPLATE – DO NOT MODIFY

Objective

• Ensure all jobs completed within the quarter follow the QC Process. This means each jobs will have the following on file;

• - Pre Handover Snagging Checklist
  - Completed Asset Check (new door, ART, Firestopping, Meter Boxes, Fire Curtains)
  - Completed Client Handover Document
  - Completed Certs & O&M Manuals (in place within 5 days of sign off, and in advance of billing).
  - Completed on site PM QC Audit

Measure of Success

• Desk top Audit of 5 jobs each month will be presented to demonstrate each of the items listed (in left column) are present and correct for jobs completed within the month .

• In addition, 3 on site QC audits will be carried out on completed jobs (1 site visit per month in Oct, Nov, and Dec), with evidence presented to demonstrate each item listed is present and correct, and the quality observed on site matched with that reported from site teams, and met HF / Client standards.

Date for Completion

• All completed projects to follow this process with immediate effect.

• Desktop audits to be completed by end of each month (5 per month, with evidence provided at end of each month).

• Site quality audits;

• 1st Audit complete by end of month 1 in quarter.
  2nd Audit complete by end of month 2 in quarter.
  3rd Audit complete by end of month 3 in quarter.
  

• a) Provide a full list of all completed jobs in the month.

• b) On that list, highlight the five jobs that have been subject to your desktop audit in the month.

• c) Also on that list, highlight the one job that has been subject to your on site audit in the month.

• d) For each job highlighted (6 in total), provide the following:
  
  a. Job number, job name, brief scope of works, date completed.
  
  b. Copy of or Snip of the completed Pre Handover Snagging Checklist
  
  c. Snip (from Simpro) of the Completed Asset Check List relevant to the works carried out (e.g. new door, ART,
  Firestopping, Meter Box, Fire Curtain).
  
  d. Confirmation that the Asset Check passes, and the date it passed.
  
  e. Copy of or Snip of the Completed Handover Document. If the client has been unwilling to complete this, then some
  form of written communication that the client has accepted the job as complete and to the required quality.
  
  f. Copy of or Snip of the completed Certificate(s) including confirmation of the date the certificate was created /
  submitted, and whether that is within 5 days of Asset Check sign off.
  
  g. Snip of completed O&M Manual. Looking for demonstration that this has been provided to the client, and the date
  it was provided, and whether that was within the 5 days of Asset Check sign off. If this isn’t required by the client
  for the particular contract, then state as such.
  
  h. For the on site audit, the above should be supported with photo’s from your visit, together with any commentary
  regarding your own findings on site in respect of the quality of works.
  
  

QC Audit 1

• Audit Type

  On Site

  Desktop

• Project Name:

• Project Number:

• Scope of Work

• Date of project completion:

  Date

• Pre-Handover Snagging List (Insert copy or snip of completed document here)

  Media

• Completed Asset Check (insert snip from Simpro here)

  Media

• Date of Check

  Date

• Check Pass

  Yes

  No

• Completed Handover Document (insert copy or snip of completed document here)

  Media

• If no document available, provide copy of snip of written confirmation from client that the job has been signed off as complete and accepted

• Completed Certificate (insert copy or snip of completed certificate here)

  Media

• Date of Certificate

  Date

• Within 5 Days of Completed Asset Check

  Yes

  No

• O&M Manual required

  Yes

  No

• Completed O&M Manual (insert copy or snip of completed certificate here)

  Media

• Date of O&M Manual

  Date

• Within 5 Days of Completed Asset Check

  Yes

  No

• QC Audit supporting Photo's and documents

  Media

• QC Audit supporting notes and comments

• Completed Audits should be submitted by end of the sixth working day of the month for the previous month.

• e.g.
  
  - March 2024 submission should be submitted by 8th April.
  - April 2024 submission should be submitted by 8th May.

• The completed desk top audits must relate to jobs completed in the audit month. (e.g. March’s submission relates to jobs completed in March).
  

• The completed audit must take place within the relevant month. (e.g. the Site Audit for March has to take place in March).

Stage 1: Practical Completion

• KPI: related to targets and forecast

Stage 2: Pre Handover Snagging

• KPI: To be completed within 4 days of PC. Target 100% completed. 90% within 3 days.

Stage 3: Asset Checklist

• KPI: To be completed within 4 days of PC. Target 100% completed. 90% within 5 days.

Stage 4: Client Handover

• KPI: To be completed within 7 days of PC. Target 100% completed. 85% within 7 days.

• KPI: Signed Handover Form filed and / or written confirmation of handover acceptance received from client. Target 100%.

Stage 5: Certification / O&M Manuals Submitted

• KPI: To be completed with 5 days of Asset Checklist Completion. Target 100% completed. 100% within 3 days.

Stage 6: PM Audit

• KPI: 100% jobs desk top audited by Project Admin for certification purposes.

• KPI: PM completes desk top audit on 30% of all completed jobs.

• KPI: PM completes on site audit of 10% of all completed jobs (minimum 1 per month).