Site visit and planning

Title Page

Client company
Job number
Work scope
Site Location
Conducted by
Main Client rep
Names of persons attending the site visit
Can client reveal budget or competitors
Please list competitor or budget
Who is the decision maker
what are the payment terms
Will we need to be on the clients approved contractor system
Are we already on the approved contractor listing
Get the details of the percurrent department
Do we need to build in a discount contingency
What percentage is required
Do we invoice the same main client
Who do we invoice
Day rate or price
Will the works involve a percentage of project retention
What retention rate is required
Are all the client's and site visit personnel contact details collected and my details shared.

Rams planing

Is there a head of health and safety
Is there a permit system in place
Will the site supervisor need to take a permit acceptors course
Will a client rep need to supervise the work
Are the emergency access and egress routes easily identifiable.
Will the emergency routes be highlighted in the main site induction
Is there special requirements needed for COSHH
Is there special requirements needed for waste
Will we need to arrange a skip or other specialist waste disposal

The Work site

How will the team access the site
- Issued keys and passes on site
- Issued keys and passes off site
- Security on site at all times
- Client / site manager on site at all times
Can the work team use the lifts
How many flights of stairs is there
Is There site parking
Please provide alternative
Type of roof access
- Roof hatch
- Ladder access
- MEWP access
- Window
- Fixed Ladders
- External stair case
- Fixed steel walkways
- Combination
- Scaffolding
Type of site
- School
- Factory
- Shopping centre
- public resource
- power generation and utilities
- Private offices
- Air port
- Railway affected
- Docks
- Residential
Type of work
- Structural inspection
- Structural maintenance
- ETFE roof system
- Cleaning works
- Fall protection
- Tensile Fabric
- Painting
- NDT Inspection
- Rigging and lifting
- Bird protection
Please note RAL Code
Is the structure Listed
Please give grade of listing
Method of access most applicable
- Rope Access
- MEWP
- Tower scaffolding
- Ladder Access
- Fixed Cradle
- Mobile Cradle
Dose the work involve confined spaces
Please list equipment needed
- Escape sets
- Gas monitors
- Rigging frame
- Forced air
- Additional task lighting
Is there restrictions on working times
Is there site welfare facilities available on site
Is there a secure site storage for tools and equipment.
Dose the work require, working outside normal working hours
Type of Shifts required
Is working at height necessary
Is the client aware of the risks involved with working at height.
Is there a risk to the public
Is there adequate resources to remove the risk to the public
Please describe the relevant provision
Is there a requirement for a site induction.
Is there a need power and water on site
Please give location and length hose / cable
Can the client supply site drawings and reports

The team

Duration of works
Size of team
Skill set of team
Specialist Qualifications
Please list requirements
DBS Check required
Is there accommodation required
Site qualifications
- Roof hatch
- Ladder access
- MEWP access
- Window
- Fixed Ladders
- External stair case
- Fixed steel walkways
- Combination
- Scaffolding

Materials, drawings and specialist equipment

Is there a requirement to supply materials
Can the client supply the materials
Is there a RAL match required
Is there a requirement for specialist tools and equipment not in the stores or readily available.
Please list what is required

Rope Access requirements

Will there be a need for an advanced team rescue
Is there a requirement for specialist rescue kit on site
Please list equipment needed
Type of rope access required
- Straight ropes
- Deviated ropes
- Re belays
- Aid Climbing
- Bolt climbing
- Tensioned lines
- Combination of methods
Are there obvious sharp edges visible
Please highlight type of rope protection required
Can the sharp edge be avoided with rigging differently
What equipment is required for rope protection
- Canvas rope protection
- Kevlar rope protection
- Isolated steel strop
- Gating device
- Bespoke solution
Types of anchors required
- Pre installed eye bolt
- Hanger bolts
- Structural steel
- The building structure
- Davit arms
- A frame
- Dead weight
- Abseiling rail
- Up and over
- Building section removal to find anchors
- Abseil posts
Are the anchors tested
Will we need to test the anchors