Title Page

  • Site conducted

  • Client company

  • Work scope

  • Type of work

  • Site Location
  • Conducted by

  • Main Client rep

  • Names of persons attending the site visit

  • Who is the decision maker

  • Planned date for works

  • Level of priority

  • Level of project value

  • Source of inquiry

  • Dose the client allow the use of drones and the capture of imagery on site

The Work site

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  • How will the team access the site

  • 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

  • Type of site

  • Is the structure Listed

  • Please give grade of listing

  • Method of access most applicable

  • Dose the work involve confined spaces

  • Please list equipment needed

  • 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

Materials, drawings and specialist equipment

  • Can the client supply drawings

  • Is there a need to supply materials

  • Is there need for a RAL Mach

  • Can the client specify materials

  • Is there a QAQC Procedure

Rope Access requirements

  • Method of access required

  • Type of strops - clamps for aid climbing - taking in to account sharp edges

  • Is there a risk of falling from steel - no end stops on steel

  • Length of strop - sling required

  • Is there a diameter restriction on the slings or strops

  • Height of structure requiring access

Rams planing

  • Is there a need for a site specific site induction

  • Please note time of induction and location

  • Is there a head of health and safety

  • Who is responsible for rams sign off

  • 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 requirement need for waste

  • Will we need to arrange a skip or other specialist waste disposal

Barrier and site security planning

  • Is there a need for signage and barriers

  • Is there a need for chapter 8

  • Is there a need for harras fencing

  • Is there a need for a ground man additional to team

The team

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  • Duration of works

  • Is there accommodation required

  • Size of team

  • Site qualifications

  • Skill set of team

  • Personality type

  • DBS Check required

Communication

  • Is there a requirement for more advanced communication

  • Is there a need to sign in and out everyday

  • Is there a need to speak to the client / rep everyday

Plant and equipment required

  • Is there a needed for lifting equipment

  • Is there a need for equipment not in stores

  • Is there a requirement for ordering equipment in advance

  • Please note requirement

  • Is there a need for drivable lifting equipment

  • Is there a need for a MEWP

  • Type of MEWP required

  • Size of MEWP required

  • Reach of MEWP required

  • Is there a requirement for ground - floor protection

  • Is there a need for 4 wheel drive

  • Is there a weight restriction

  • Is there a need for tyre covers

  • Is there a need to protect the floor - Ground

  • Is there restrictions on the access for MEWP

Finance planning

  • Who is the end user / bill Payer

  • Is a credit required

  • Is the work TAX chargeable

  • Can the payments be staged

  • Is there a level of project retention - Priority is NO

  • Level of agreed project retention

  • Can client reveal budget

  • Are there others quoting on the works

  • Clients project stage

  • Payment Terms

  • Can materials be charged for on delivery

Additional work opportunities

  • Are there additional job opportunities

  • Additional Opportunity's

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.