Template

Installer Vetting Form

by Jason Clemmit, from the Community

10+

This installer vetting form helps organizations evaluate contractors for competence, compliance, and quality. It covers company procedures and management systems (PAS2030, ISO9001/14001, Green Deal, TrustMark), complaints handling, and health and safety practices including COSHH assessments, accident records, and first aid. It assesses staffing and supervision, subcontractor selection and oversight, and reviews job contracts for clarity, cooling-off periods, CE marking, and thermal performance compliance. A site installation audit checks building regulations across structural stability, fire safety, ventilation, electrical safety, glazing safety, and more, with a quality index and consumer documentation checks. An EWI section details materials, boarding, base coat, and finish. Non-conformances, corrective actions, and certification recommendations are recorded with signatures.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Health and Safety Vetting Checklist
This Health and Safety Vetting checklist helps colleges and training providers assess partner and community sites for workplace safety and compliance. It covers written policies, procedures, and risk assessments including COSHH and fire risk; insurance details and statutory reports; accident reporting and first aid arrangements; fire equipment, testing, drills, and signage; welfare facilities; housekeeping and environment; machinery and electrical safety; hazardous materials controls; and PPE. Includes observation notes and sign off fields for both college staff and partner representatives.
by Christopher Lyle, from the Community
Downloads: 0
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Template
Contractor Vetting Review SMS Form
This contractor vetting review SMS form helps assess a supplier’s health and safety competence before approval. It guides reviewers through policy suitability and signatures, key contacts and access to competent advice, training matrices and evidence of trade and health and safety training such as asbestos awareness and work at height. It covers the quality of risk assessments and method statements, employee communication and meeting records, environmental controls including waste carriers licences, and relevant trade accreditations. The form also reviews accident and near miss data, any RIDDOR reports, insurance cover for public and employers liability, enforcement history, subcontracting policies and vetting, and whether a full health and safety audit is needed before granting contractor approval.
by Josh Finlay, from the Community
Downloads: 0
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Template
Site Inspection Form BRCC
This site inspection form supports construction audits across multiple trades and building elements. It captures contractor and project details, defines audit scope, and guides checks against building regulations including structural stability, fire safety, moisture resistance, ventilation, electrical and glazing safety, and workmanship. It includes external wall insulation checks, records observations and non-conformances, captures customer feedback, and provides sign off with certification recommendations.
by Jason Clemmit, from the Community
Downloads: 10+
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Template
Environmental Health and Safety Site Inspection
This Environmental Health and Safety site inspection checklist helps supervisors and auditors assess compliance and safety conditions on active job sites. It covers documentation and induction checks, RAMS and permit to work verification, competence and training records, daily briefings, and supervision. The checklist reviews work at height equipment, mobile tower controls, MEWP certification, and tool compliance with PUWER and LOLER. It includes electrical safety, noise controls, access and egress, housekeeping, slips and trips, tethering of tools, and cable management. It examines hazardous materials storage, COSHH assessments and MSDS, PPE compliance, signage and demarcation, manual handling practices, dust extraction and respiratory protection, lighting, material stacking, first aid readiness, emergency procedures, welfare facilities, waste segregation, and plant protection. KPI scoring sections and a final sign off are provided to close out issues.
by Melvin keyani, from the Community
Downloads: 10+
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Installer Vetting Form

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