Safety Checklist Form Template

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Subcontractor Approval and Competence Safety Checklist

Use our Checklist creator tool to create customised workplace safety documents. Learn more about Subcontractor Approval and Competence Safety Checklist Template below
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Create a Safety Checklist in 4 Easy Steps: Complete the checklist details below, add or edit the questions, add your logo and sign-off, then export a professional, print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

Checklist Details

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Checklist Questions

Every question is included by default. Untick any you want to leave out, or delete the ones you don't need.

Click Add Question to add your own custom checks. Click a row to edit its wording, and drag to reorder.

The Yes / No / N/A tick-boxes and comments space are added automatically on the exported PDF or Word document.

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Logo & Sign-off

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Click to sign on behalf, or leave blank for on-paper approval.

Review & Export

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Print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

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An editable Word (.doc) version with Yes / No / N/A tick-boxes and a comments space.

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A spreadsheet version for digital tracking and filtering.

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Risk Assessment Description:

This subcontractor approval and competence safety checklist template helps construction clients, principal contractors and site supervisors ensure that all subcontractors are properly vetted, competent and compliant before work begins.

It covers key areas such as pre‑qualification, risk assessments, RAMS review, insurance verification, licences and registrations, competence and training records, supervision, site conditions, plant inspections, PPE, exclusion zones, emergency arrangements and make‑safe actions. The checklist aligns with the Construction (Design and Management) Regulations 2015 and the Management of Health and Safety at Work Regulations 1999 and follows HSE guidance on using contractors.

Use this checklist for:

  • Pre‑use approval of subcontractors on construction projects.
  • Ongoing monitoring of subcontractor competence and compliance.
  • Post‑task sign‑off and site make‑safe verification.

Each item is answered Yes, No or N/A – any No response must be addressed before the work proceeds or continues. The appointed supervisor reviews each question on site, records any No answers and takes immediate corrective action. The completed checklist is retained as evidence of compliance.

Fully editable and shareable – customise the questions to your site, download as a PDF and share with your team.

Compliant with: Construction (Design and Management) Regulations 2015; Management of Health and Safety at Work Regulations 1999.

Sample PDF Document Image:

Checks covered in this Subcontractor pre‑qualification, approval and competence verification checklist

This Subcontractor pre‑qualification, approval and competence verification safety checklist template covers 20 checks. Customise the questions to your workplace, then download a professional, print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

#Checklist item
1Has a risk assessment for the subcontracted work been completed and briefed to all operatives?
2Is the subcontractor pre‑qualified and approved in accordance with the client’s pre‑qualification procedure?
3Have the subcontractor’s public liability and employer’s liability insurance certificates been verified as current?
4Are the subcontractor’s relevant licences and registrations (e.g., CSCS, CPCS) on file and valid?
5Has the subcontractor’s method statement and RAMS been reviewed and accepted?
6Is evidence of competency and training for the specific tasks provided by the subcontractor?
7Are designated supervisors appointed for the subcontracted team and are they competent?
8Is the site access route to the subcontractor’s work area safe and free of obvious hazards?
9Are ground conditions, weather and lighting suitable for the planned work?
10Have any hazardous substances that may be used by the subcontractor been assessed and safe systems of work established?
11Is appropriate PPE for the subcontracted activities available, serviceable and being worn?
12Are exclusion zones and barriers in place to protect other workers from the subcontractor’s work?
13Are emergency procedures, including first‑aid provision and evacuation routes, communicated to the subcontractor’s crew?
14Is a nominated first‑aider available on site for the subcontractor’s work area?
15Are all plant and equipment supplied by the subcontractor inspected and certified as safe before use?
16Are lifting equipment and accessories used by the subcontractor covered by current LOLER examinations?
17Is a daily pre‑use inspection of the subcontractor’s equipment performed and recorded?
18Are any observed defects or unsafe conditions reported and corrected before work continues?
19Has the subcontractor’s work been monitored for compliance with CDM duties throughout the task?
20Upon completion, has the subcontractor’s area been cleared, waste removed and the site made safe?

Frequently asked questions

Are these safety checklist templates really free to download?

Yes — completely free. Customise any checklist to your workplace and download a professional, print-ready PDF in minutes. No paywall, and no signup required for guests.

What format do the safety checklists download in?

Checklists download as a professional PDF, ready to print and complete on-site — each question has clear Yes / No / N/A tick-boxes and a comments space. You choose portrait or landscape at download. Word and spreadsheet formats are being added.

Can I customise the checklist questions to my workplace?

Yes — fully. Add your own questions, edit or remove any of the pre-written ones, and reorder them to suit your site, task or inspection before you download.

Are the safety checklists suitable for UK workplaces?

Yes. The checklists are written around UK health and safety good practice and HSE guidance, and are suitable for inspections, audits, toolbox checks and routine workplace monitoring.

Do I need an account to use the checklist templates?

No — guests can build and download a checklist for free without signing up. Register a free account if you want to save checklists to your dashboard and edit them later.

Can I add my company logo and branding to the checklist?

Yes — add your company logo, colours and details on Standard and Pro plans, so the exported checklist carries your own branding. Guests and Free downloads carry Health & Safety Zone branding.

How do I complete the checklist once it is downloaded?

The exported checklist is a blank, ready-to-use document: print it and tick Yes, No or N/A against each question and write any comments in the notes space, then sign and date it in the sign-off section.

What types of safety checklist can I create?

We are building specialist checklists across a wide range of subjects and industries — fire safety, workplace inspections, equipment and machinery checks, site inductions, vehicle checks, PPE, first aid and more. Browse by category to find the right one.

How often should safety checklists be completed?

It depends on the activity and your risk assessment — many checks are daily, weekly or monthly, while others are done before each task or shift. Completed, dated checklists provide a useful record of your monitoring.

Are the checklists a substitute for a risk assessment?

No. A checklist is a monitoring and inspection tool that complements your risk assessments and method statements — it helps confirm that controls are in place and working. Use them alongside your risk assessments.