Documentation Appraisal Sheet

It is recommended that this form is used by EFD Representatives/ Named University Contact to appraise the documentation received for all contractor works. If used, this form must be saved with all the documentation for the works.

Contractor(s)
Date work to commence
Location of work
Description of work
Circle Status
STATUS A / Work may proceed. Risk controls to be implemented (eg regular monitoring and review).
STATUS B / Work may proceed, however proposed minor supplementary control measures MUST be implemented before work commences. Risk controls to be implemented.
STATUS C / Work may NOT proceed until further control measuresare in place. Re-assessment to be undertaken.
Check / Are measures suitable? / Comments
N/A / Yes / No
  1. Scope of Works, Method and Sequence

Description of work with scope defined by specific location
Definition of how work will be carried out, including sequence and any temporary works
Co-ordination between trades/ contractors
Description of tools/ plant to be used, reference to inspections/ checks
Access equipment detailed, reference to inspections/ checks
Means of lifting and fixing location
Barrier and signage required, segregation between work and public
Permits to work referenced
  1. Risk Assessment

Complete risk assessment for task(s)
Specific PPE/ RPE identified
Specific training identified (eg IPAF, Confined Spaces, PASMA)
  1. Supporting Documentation

Relevant specifications (eg BS, pressures, sizes, lengths)
Reference drawings
Program of works
  1. Health, Safety and Environment

Hazards and risks identified (egHAVs, slip/ trip/ falls, manual handling)
All relevant assessments referenced or attached to method statement
Details of control measures
Relevant COSHH assessments referenced or attached
Materials- security and storage
Materials- transportation and handling
Disposal methods
Copies of waste carriers licences and exemptions/permits for waste disposal companies reviewed
Environmental limitations (eg adverse weather)
  1. Supervision

Nominated supervisor identified (contact details provided)
Training requirements identified for supervisor (eg confined spaces supervision)
Nominated supervisor to give method statement briefing to workers
  1. Emergency Requirements

Fire requirements (eg exit routes identified, placement of extinguishers)
Accident/ incident procedure
Emergency evacuation procedure(s)
Emergency evacuation special requirements (eg confined spaces, working at heights)
First aiders named
Environmental– spill kits, method of disposal
  1. Compliance

Name of person(s) responsible for compliance with method statement
All pre-construction information received by contractor and where appropriate included in risk assessment and method statement (eg asbestos report)
  1. Comments

Name:
EFD Representative/ Named University Contact / Signature: / Date:

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