These forms and documents are updated regularly and should be used as the latest versions. Do not use copies from any other source as the information contained may be out of date.
Forms
Property Workflow Documents
Project Management
- F02 - Cost Analysis (Excel)
- PM03 - Defects & Outstanding Works Register (Excel)
- EEE04 - Exceptions & Revisions Report (M&E) (Word)
- Handover checklist (Word)
- RM12 - Minor Works Install Record (PDF) NB minor works projects only
- RM02b - Box Minor Project Filing (PDF) NB minor works projects only
- PM20 - Minor Works PND (Word)
- PM04 - OOH Security Access Notification (Word)
- PM14 - Post Project Review (Word)
- PM16 - Post Project Review Questionnaire (Word)
- PM18 - Post Project Review Guide (Word)
- PM05 - Project Closeout (Excel)
- RM02 - Box Project Filing (pdf)
- PM07 - Record of Handover(Word)
- PM17 - Risk Register (Excel)
- EEE05 - Room Data Sheet (Lab Furniture) (Excel)
- EEE06 - Room Data Sheet (M&E) (Excel)
- PM01 - Site Handover (Word)
Evaluation and approval
- Change control - outside budget (Excel)
- F04a - Change Control (Inside Budget) (Excel)
- PM22 - Client Brief (Word)
- PM21 - Project Highlight Report (Word)
- Minor works (web page)
- PM15 - STP Template (Word)
Cost Management
- F02 - Cost Analysis (Excel)
- F01 - Purchase Order Request Form (Word)
- F03 - Validation Certificate (Word)
Procurement Management
- PM10 - Notification of Compensation Event (Project Manager) (Word)
- PM06 - Practical Completion Certificate (Word)
- PM08 - Early Warning Notification (Word)
- PM09 - Early Warning Meeting Record (Word)
- PM11 - Project Manager Instruction NEC & JCT (Word)
- PM12 - Takeover Certificate (Word)
Health and Safety
- CSM21 - Area Clearance Decontamination Certificate (Word)
- CSM18 - CDM Compliance Checklist (Word)
- CSM22 - CDM Notification (Word)
- CSM05 - Day One Safety Induction Form (Word)
- CSM06 - Accident Reporting Form (Word)
- CSM20 - Equipment Decontamination Form (Word)
- CSM09 - F10 Notification (Word)
- CSM19 - Lab Permit to Work (Word)
- CSM01 - Preconstruction Information (Word)
- CSM17 - Preconstruction Health & Safety Checklist(Word)
- CSM14 - Roof Permit (Word)
- CSM03 - Safety Induction Agenda (Word)
- CSM03a - Safety Induction Certificate (Word)
Other
- Archives transfer
- ERM Agenda & Minutes (Word)
- EEE01 - ERM Terms of Reference (Word)
- EEE03 - ERM & TAG Action Tracker (Excel)
- FS01 - Fire & Security Alterations and Amendments Form (Word)
A - Z
A
- Archives Transfer
- A-Z Safety Forms (for use with decommissioning procedure)
B
-
C
- CDM Compliance Checklist [Word]
- CDM Notification [Word]
- Change Control - Inside Budget [Excel]
- Change control - outside budget [Excel]
- Client Brief [Word]
- Day One Safety Induction [Web Page]
- Compensation Event - NEC (Project Manager) [Word]
- Completion Certificate - NEC [Word]
- Consent to Commence Works [Word]
- Contractor's Submission - NEC [Word]
- Cost Analysis [Excel]
- Cost Template [Excel]
D
- Defects Certificate [Word]
- Defects Outstanding Works Register [Excel]
E
- Early Warning Notification - NEC [Word]
- Early Warning Record - NEC [Word]
- Equipment Decontamination Certificate [Word]
- ERM Agenda & Minutes[Word]
- ERM Terms of Reference [Word]
- ERM/TAG Tracker [Excel]
- Exceptions & Revisions Standard B - Mechanical/Electrical [Word]
- Exception Report [Word]
F
- F10 Notification to HSE [Word]
- Fire Security Alteration [Word]
H
- Handover checklist (Word)
- Project Board Highlight Report [Word]
I
L
M
- Minor Project Filing RM02a (pdf) NB minor works projects only
- Minor Works Install Record RM12 (doc) NB minor works projects only
- Minor Works PND [Word]
N
O
P
- Pre-Construction Information Schedule [Word]
- Pre-Construction Health & Safety Checklist [Word]
- Project Closeout [Excel]
- Project Manager Instruction - NEC/JCT [Word]
- Box Project Filing Schedule [PDF]
- Purchase Order Request Form [Word]
R
- Record of Handover [Word]
- Roof Construction Works Permit [Word]
- Room Data Sheet - Mechanical/Electrical [Word]
- Room Data Sheet - Fixture/Fittings [Word]
S
- Safety Induction Agenda [Word]
- Safety Induction Certificate [Word]
- Site Handover [Word]
T
V
- Validation Certificate [Word]
Resources
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