Stage 2 Health and Safety Evaluation

The Stage Two Evaluation assesses the contractor’s competence to do the type of work they are tendering for. The following must be specifically considered during the Stage Two Health and Safety Assessment:

• References on quality and health and safety performance. References templates for this are in Part 3, Forms and Checklists.
• Contractors reference form – General - Appendix 4
• Contractors reference form – Construction – Appendix 5

At least 2 references should be provided by the contractor and they should include details of:

• their experience of the Contractors for carrying out works was undertaken safely (including, in the case of construction work the experience of duty holders i.e. designers, principal contractors, contractors and the principal designers if applicable);
• the training given to staff for the type of work to be undertaken;
• the company’s financial stability for the value of the works undertaken;
• that sufficient time has been allocated to health and safety issues, as unrealistic timescales can mean that health and safety is sacrificed to complete the job on time, and
• how health and safety is monitored and managed on the job by the contractor.

Minimum requirements apply to certain work e.g. work on the highway, asbestos, gas, construction, food hygiene for which  qualifications or membership of an approved body, e.g. Gas Safe Register for gas fitting, FASTCO for forestry work, IEE membership for electrical contractors, etc, are required. The person organising the contract must ensure that these are taken into account when drawing up the contract and determining competency as part of the qualification process.

Contracting officers or consultants assessing contractors for a contract award or suitability for inclusion on a Council List of Contractors or for a CDM duty holder’s role must be competent to make such assessments (see definition of competency in Part 3 Forms and Checklists, Appendix 16).

Work must not be awarded to any contractor who has not achieved full compliance with the requirements of this policy.

All contractors must be made aware that they may be removed from the Council List of Contractors or their contract may be terminated should there be serious or persistent breaches of accepted safe working practice. Provision for this must be made within the contract.

Some Health and Safety Stage 2 proforma assessment forms are available from CHAS www.chas.co.uk