Title Page

  • Conducted on

  • Prepared by

  • Location

Customer details

  • Customer name

  • Customer address

  • Customer Email

  • Customer Contact number

Site Details (if different to above)

  • Site address

  • Do you have the 'What 3 words' location?

  • Site contact name

  • Site contact number

Quotation Details

  • Site/ Quotation details

  • Proposed system/ works

  • How many Properties are connected to the plant

  • Height of inlet drainage

  • Meterage of inlet drainage (Soft dig)

  • Meterage of inlet drainage (Hard dig)

  • How many inspection chambers required

  • Meterage of outlet drainage (Soft dig)

  • Meterage of outlet drainage (Hard dig)

  • How many outlet chambers required

  • Where is the point of discharge

  • Please specify

  • Has percolation tests been carried out?

  • Meterage of drainage field required?

  • Are there any surface water connections?

  • Do these require disconnecting by us?

  • How much work is required to disconnect

  • Any reinstatement required (If so please specify what)

  • Where is the power supply on site?

  • Is an RCD Available on site? If so please include photos.

  • How much/ what cable is required?

  • Is there an existing septic tank?

  • Does the system require emptying?

  • What Volume?

  • How much hose will be required (distance from hardstanding)

  • Any restrictions on tanker size?

  • Does the system need to be decommissioned and infilled?

  • How much gravel is required to infill?

  • Will spoil be to remove from site?

  • How will we remove spoil?

  • How many wagons will be required?

  • How many skips will we need?

Site information

  • Are there access issues? (please include the lead up to site and site itself)

  • What size vehicle is required?

  • Is there a requirement for welfare?

  • Will any ground protection be required?

  • Is there any significant site traffic?

  • Please clarify

  • What ground conditions are anticipated

  • Will shoring/ a hydrainer/ a breaker be required?

  • Is there a requirement for any fencing?

  • How many are required?

  • How many are required?

  • What signage is required?

  • Is there a storage/ compound area?

  • Are there any overhead cables or underground cables in the working area?

  • Can the customer provide service plans?

  • Are there any other notable risks on site?

Additional information

  • Is a Building Notice required?

  • Is an EA permit required?

  • Who is this point of contact

  • Contact Email

  • Contact Number

  • Who is the application for?

  • Name of the Charity

  • Charity Commission Number

  • Date Registered

  • Contact (must be named on the company's house)

  • Full name of the company

  • Company Registration number

  • Date Registered

  • Is the discharge new or existing?

  • When did it start?

  • When do we want the permit to start? (Bearing in mind the delays in approving permits)

  • Are we discharging to ground or surface water?

  • Have percolation tests been carried out as these will be required if not

  • Please confirm results

  • Please supply site plan and up to date sizing sheet.

  • Is a connection Mains sewer required?

  • What size is the proposed connection?

  • What invert is the existing drain where we propose to connect?

  • What is the method of connection?

  • Is there an existing supply to the premises?

  • What is the account number?

  • Has planning permission been applied for?

  • What type of site is it from?

  • Please confirm more details

  • How many caravans/ lodges are on site and their occupation?

  • How many properties are to be connected and how many bedrooms?

  • Estimated duration of works

  • Will directional drilling be required?

  • Have we had any quotations for the works?

  • Will we require a Section 50?

  • Please describe the works being done.

  • Where is the work taking place

  • Average depth of excavation

  • Average length of the excavation

  • Has routine maintenance been discussed?

  • Does site require an Environmental Management System file?

  • What machinery is required?

  • How much gravel is required?

  • Any additional works required before installation? (e.g. CCTV works, access etc)

  • Any additional information.

  • Photos of the site (please include pictures of access)

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.