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What this material is

Hoshen's professional guidance

This material reflects Hoshen's professional practice. It is not legislation and establishes no legal duty. Adapt it to your site, your risks and the requirements that apply to you.

Items marked N/A are not required on every job. Tick only what is relevant to the work in front of you.

Contractor and work identification

DoneN/ANotes
Company name, registration number and contact
The contractor's site supervisor and contact details
Description of the work, its location and planned duration
The site's contact, and who approves the work
A list of the workers who will enter the site
Insurance certificates, where the site requires them
Subcontractors — who they are and the extent of their work

Site rules

DoneN/ANotes
Permitted working hours and entry and exit procedures
Smoking prohibition and permitted areas
Prohibited or restricted areas, and how they are marked
Who to report a hazard, accident or near miss to
Stop-work authority — whose it is, and when it is used
Traffic, parking and vehicle route rules on site
Order, cleanliness and waste clearance at the end of each day

Emergency arrangements

DoneN/ANotes
What the alarm sounds like and how to raise it
Escape routes from the work area and the assembly point
Where first aid equipment is and who is qualified to give it
The site's emergency numbers
Spill arrangements, and where the spill kit is

Personal protective equipment

DoneN/ANotes
The protective equipment required to enter the site
Additional equipment required for the specific work
The contractor supplies serviceable equipment, checked before entry
Respiratory protection, after matching to the type of exposure
Hearing protection in areas where the noise level requires it

Work permits

DoneN/ANotes
Hot work permit — welding, cutting, grinding, heating
Work at height — certification, equipment and anchor points
Confined space entry — dedicated procedure, atmosphere testing and watch
Energy isolation and lock-off before working on equipment
Excavation — locating underground services before starting
Lifting — in-date equipment and a certified operator

Site hazards

DoneN/ANotes
The specific hazards in the area where the work will be done
Hazardous materials in the area, and their safety data sheets
Known sensitive materials on site and the limits on them
Adjacent work that could interact
Live systems in the area — gas, electricity, water, fire detection

Acknowledgement

DoneN/ANotes
The contractor and their workers were briefed and understood the above
Signature of the contractor's representative, name and date
Signature of the site's representative, name and date

The Hoshen service

About this service

Request support with contractor management

Request support with contractor management

Reviewed on: 22 August 2026