• Client

  • Site Address

  • Job number

  • Building type and brief description

  • Type of survey being undertaken

Project Manager - Contract Review and planning

  • Are all documents used on the project the latest controlled documents ? Please note them

  • Has a pre survey planning document (RAMS) been completed ? Ensure any specific client requirements are detailed .

  • Has the survey been planned sufficiently and are the details / scope in the pre survey planning document (RAMS) accurate ?

  • Where stated as provided by the client in the pre survey planning document have all documents been issued to the surveyor ? Ie building plans, former surveys, annotated refurb drawings etc

  • Has the project manager signed the pre survey planning document (RAMS) and does it contain the name of the client approaving the scope ?

  • Have all forseable hazards been identified and have appropriate control measures been put in place ? If NCR raised see questions below.

  • Was a site visit conducted by the PM ?

  • Has a suitable desk top study been conducted ?

  • Is the auditee suitably trained/experienced to be undertaking the work ? Seek evidence before authorising .

Surveyor - Health & Safety Plus Site Equipment

  • Have any additional unforseen hazards been added to the dynamic risk assessment and communicated to the project manager / office?

  • Does the surveyor have copies of all relevant guidance, training records available and are they in date ? P402 ,CSCS ,face fits and WAH etc

  • Is the RPE being used in good condition , complete, clean and suitably identified as the surveyors mask ? Is the surveyor clean shaven and can demonstrate a good face fit ?

  • Has the surveyor filled in his monthly exposure sheet and equipment records / ladder checks and are they up to date ?

  • Is the surveyors kit fully complete and compliant ?

  • Is there a kit box available and are samples kept separate from tools ?

  • Tablet available or data sheets being used ?

  • Digital camera or camera on tablet ?

  • Suitable torch and spare batteries available ?

  • Pens , pencils , ruler , and correction fluid available ( fluid for diagrams only ) ?

  • Resealable sample bags - various sizes available ?

  • Core borers / core samplers available ?

  • Pliers ( Flat nosed and non serrated ideally ) ?

  • Tape and sealant for repairing sample points ?

  • Hammer ?

  • Hand held sprayer with water ?

  • Knife with spare blades ?

  • Screw drivers both pos and flat head ?

  • Chisels ?

  • Polythene sheet and / or Asbestos waste bags of approached type ?

  • Wet wipes ?

  • Sample point stickers and labels ?

  • Asbestos warning stickers ?

  • Is a tool belt or equivelent available and being used when sampling at height ?

  • Warning signs ?

  • Refurb / Demo - Sledge hammer / lump hammer ?

  • Refurb / Demo - H Type vacuum and is it in service date / DOP cert available ?

  • Refurb / Demo - Crowbar ?

  • Refurb / Demo - Plasterboard saw ?

  • Refurb / Demo - Cordless Drill ?

  • Hard hat ?

  • Ear defenders ?

  • Appropriate Gloves ?

  • Hi Viz Jacket / Clothing ?

  • Are ladders available and do they have a complaint ladder tag ?

  • Is any other access equipment being used correctly and any applicable service dates compliant ? I.e MEWPs , Scaffolding , Crawl Boards

Surveyor - Surveying methodology

  • Was sampling conducted correctly ? Please note materials sampled and the protocol followed.

  • Are sample sizes / frequency adequate for the materials being sampled ? Check previous samples if required

  • Have any samples that have been cross referenced been done so correctly and without compromising the integrity of the survey ?

  • Correct labelling of sample bags ? Include check of previous samples

  • Has the surveyor accessed all relevant areas for the survey type or scope ? Breaking in frequency or accessing all areas for a management survey

  • Has the survey been conducted in logical systematic manor ie top to bottom , walls and then floors , prodding and knocking of materials routinely carried out ?

  • Have all suspect materials been identified , Surveyor to have strong evidence a material isn't likely to contain asbestos to not sample or reference it ?

  • Have any genuine non accessed areas been recorded correctly and the reason justified in the notes . Quizz whether the PM or client has been contacted to arrange access ?

  • Has site been left in a good tidy state where required and fit for reoccupation ?

  • Environmental - Have any areas where potential contamination exists, been sealed off, access restricted and PM informed ?

  • Environmental - Have all waste materials generated by the surveying process been collected by the surveyor/s ?

  • Environmental - Have all consumables and disposable PPE been correctly packaged for disposal and transportation ?

  • Environmental - Note where the waste is planned to be transported and disposed at ?

  • Tracker - Has the survey been conducted on a room by room basis and all have individual room numbers or in line with documented client requirements ?

  • Have the building plans been marked up correctly with sample points , room numbers , material extents and relevant site description info ?

  • Has a front photo been taken and has the building description been detailed correctly ?

  • Digital photographs of all sample points taken and of suitable clear quality ?

  • Have material assessments been scored correctly ?

  • Are the recommendations made by the surveyor suitable / correct ?

  • Rest of data inputted correctly ?

  • Is any applicable priority scoring correct ? What arrangements are in place to ensure this is done correctly ?

  • Code of conduct - was the surveyor polite and courteous ?

  • In the opinion of the auditor was the work undertaken in a safe manner ?

  • Was the surveyor helpful with any concerns raised by the occupier ?

Summary

  • Please summarise the audit findings and give any required recommendations

Project Manager

  • Score

  • Audit Result - Satisfactory or Non Satisfactory

Surveyor

  • Score

  • Audit Result - Satisfactory or Non Satisfactory

  • Surveyor Name and Signature

  • Auditor Name and Signature

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