Template

CBIZ BP Onsite Loss Control Visit

by Felipe Rodriguez, from the Community

This template supports onsite loss control visits for CBIZ Borden Perlman clients. It guides assessors through documenting audit details such as client or site, date, preparer, location, and personnel. Users can record discussion topics, add comments, and attach media, then define action plans or resolutions. The checklist also includes a signature field for the CBIZ BP loss control representative, helping standardize assessments and follow up actions.

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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

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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
CBIZ BP Loss Control Office Area Audit Checklist
Use this CBIZ BP Loss Control office area audit to evaluate workplace safety across emergency readiness, environment and ergonomics, equipment and electrical safety, housekeeping, and general office conditions. Verify clear exits and egress, visible extinguishers, access to procedures, adequate lighting and airflow, tidy workspaces, secure storage, safe cords and cabling, and unobstructed breaker panels. Ideal for regular office inspections.
by Felipe Rodriguez, from the Community
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Template
CBIZ BP Loss Control Warehouse Inspection Checklist
This CBIZ BP Loss Control warehouse inspection checklist helps teams assess key safety and compliance controls across warehouse areas. Review fire extinguishers, clear egress routes, electrical systems, machine guarding, housekeeping, slip and trip hazards, railings and hole guarding, ladders, and extension cords with GFCI. Verify storage racks are secured, properly loaded, and overhead storage is labeled with max loads. Check chemical storage, HAZCOM and DOT markings, labeled disconnects, NFPA and PPE signage, site security, and OSHA-compliant forklift use. Capture findings and sign off.
by Felipe Rodriguez, from the Community
Downloads: 10+
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Template
CBIZ BP Machine Guarding Assessment Checklist
Assess machine guarding and workplace safety with this CBIZ BP loss control checklist. Document machine details and guard types, verify OSHA compliance, and evaluate point of operation, power transmission, and other moving part hazards. Review non mechanical risks such as noise and exposure to harmful substances, along with electrical safety per NFPA and NEC requirements. Confirm operator training on safeguards, proper use and removal, and reporting of damaged or missing guards. Check PPE selection and safe clothing, and ensure maintenance follows lockout and tagout procedures with multiple device control where needed. Conclude with additional hazards or safe behaviors and sign off.
by Felipe Rodriguez, from the Community
Downloads: 0
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Template
CBIZ Loss Control Follow-Up Workplace Safety Assessment
This follow-up workplace safety assessment from CBIZ Loss Control helps organizations and insurers evaluate compliance and risk controls after an initial visit. It covers IIPP, HAZCOM/GHS, PPE selection and use, hearing conservation, fall protection, emergency evacuation, lockout/tagout, and incident reporting. Additional sections assess material handling equipment, heat illness prevention, fire safety, lighting, building and walkway conditions, work benches, housekeeping and trash removal, storage design, machine guarding and training, electrical safety, chemical management and SDS, ladder safety, first aid readiness, and height exposures such as scaffolds, scissor lifts, and booms. Use it to document training, verify controls, capture hazards with notes and photos, and obtain sign-off to reduce workplace risk.
by Felipe Rodriguez, from the Community
Downloads: 0
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CBIZ BP Loss Control Office Area Audit Checklist

Use this CBIZ BP Loss Control office area audit to evaluate workplace safety across emergency readiness, environment and ergonomics, equipment and electrical safety, housekeeping, and general office conditions. Verify clear exits and egress, visible extinguishers, access to procedures, adequate lighting and airflow, tidy workspaces, secure storage, safe cords and cabling, and unobstructed breaker panels. Ideal for regular office inspections.

by Felipe Rodriguez, from the Community

Get

Template

CBIZ BP Loss Control Warehouse Inspection Checklist

This CBIZ BP Loss Control warehouse inspection checklist helps teams assess key safety and compliance controls across warehouse areas. Review fire extinguishers, clear egress routes, electrical systems, machine guarding, housekeeping, slip and trip hazards, railings and hole guarding, ladders, and extension cords with GFCI. Verify storage racks are secured, properly loaded, and overhead storage is labeled with max loads. Check chemical storage, HAZCOM and DOT markings, labeled disconnects, NFPA and PPE signage, site security, and OSHA-compliant forklift use. Capture findings and sign off.

by Felipe Rodriguez, from the Community

10+

Get

Template

CBIZ BP Machine Guarding Assessment Checklist

Assess machine guarding and workplace safety with this CBIZ BP loss control checklist. Document machine details and guard types, verify OSHA compliance, and evaluate point of operation, power transmission, and other moving part hazards. Review non mechanical risks such as noise and exposure to harmful substances, along with electrical safety per NFPA and NEC requirements. Confirm operator training on safeguards, proper use and removal, and reporting of damaged or missing guards. Check PPE selection and safe clothing, and ensure maintenance follows lockout and tagout procedures with multiple device control where needed. Conclude with additional hazards or safe behaviors and sign off.

by Felipe Rodriguez, from the Community

Get

Template

CBIZ Loss Control Follow-Up Workplace Safety Assessment

This follow-up workplace safety assessment from CBIZ Loss Control helps organizations and insurers evaluate compliance and risk controls after an initial visit. It covers IIPP, HAZCOM/GHS, PPE selection and use, hearing conservation, fall protection, emergency evacuation, lockout/tagout, and incident reporting. Additional sections assess material handling equipment, heat illness prevention, fire safety, lighting, building and walkway conditions, work benches, housekeeping and trash removal, storage design, machine guarding and training, electrical safety, chemical management and SDS, ladder safety, first aid readiness, and height exposures such as scaffolds, scissor lifts, and booms. Use it to document training, verify controls, capture hazards with notes and photos, and obtain sign-off to reduce workplace risk.

by Felipe Rodriguez, from the Community

Get

CBIZ BP Onsite Loss Control Visit

About author

You might also like

CBIZ BP Loss Control Office Area Audit Checklist

CBIZ BP Loss Control Warehouse Inspection Checklist

CBIZ BP Machine Guarding Assessment Checklist

CBIZ Loss Control Follow-Up Workplace Safety Assessment

You might also like

CBIZ BP Loss Control Office Area Audit Checklist

CBIZ BP Loss Control Warehouse Inspection Checklist

CBIZ BP Machine Guarding Assessment Checklist

CBIZ Loss Control Follow-Up Workplace Safety Assessment