Health and safety requirements - overview tool

Use this tool to guide your discussions with your 'competent person' so you can:
> Keep track of requirements across your trust, including any remedial actions that need to take place
> Evaluate whether you have the right measures in place for each
> Report to your board

Instructions:
- Copy the sheet as many times as you need to have 1 for each school
- Check your scheme of delegation and adapt the spreadsheet to suit your context. Fill in the 'person responsible' column where applicable
- Use the questions as prompts to discuss each area and help you evaluate whether the measures you have in place are appropriate and whether any
remedial actions are needed (the questions in bold relate to specific requirements, the others relate to good practice)
- Assign a RAG rating to help you prioritise the items
- Clarify your next steps

Further information
For more information on your health and safety duties, visit our article: https://schoolleaders.thekeysupport.com/uid/efec83fe-32d3-4622-aa3b-
7007fb6b68d0/

Note: this tool isn’t an exhaustive list of requirements and good practice – your competent person will deal with this level of detail as part of their day-
to-day responsibility for health and safety. Instead, the tool is intended to cover your key requirements and help you ask the right questions to assure
yourself that your schools are compliant and safe.

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ether any

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heir day-
assure

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 AREA / PERSON LAST NEXT
QUESTIONS TO ASK RAG
REQUIREMENT RESPONSIBLE REVIEW REVIEW

Is this person (or persons) in place?

Is their training up to date?
Appoint a Is there a clear job description for this role, including
competent person reporting responsibilities?
Are there clear lines of accountability for this role,
including the management of contractors?
Does the school have a health and safety policy
Health and safety adapted to its setting?
policy
Does it need to be reviewed?
Does the school have all the necessary risk
assessments in place?
Do staff know about any risks identified and
protective measures to manage these?
Are the risk assessments conducted by a
competent person?
Have any significant findings from the risk
Statutory risk
assessments been recorded, including the
assessments
potential hazard, who is at risk and any controls in
place?
Do we need to act on any of the findings within the
risk assessments?
Are there any additional risk assessments that the
school needs to complete?
Are the risk assessments up to date and to hand?
Does the school keep an accident book?
Does the school keep records for 3 years?
Does the school record all necessary incidents
Incident recording according to the Health and Safety Executive
and reporting (HSE) guidance?
Do we report all necessary incidents to the HSE?

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 Do we provide staff with relevant information and
training to manage risks on a day-to-day basis?

Do we train relevant staff on specific health and

safety issues, such as managing asbestos and
Staff training storing hazardous materials?
Do staff know how to meet their responsibilities
as set out in the health and safety policy?
Is staff training kept up to date?
Are the records of training up to date?
How do we ensure contractors are competent for
the task they're employed to do?
Are there clear, written guidelines for contractors to
Contractor
follow, including the need to read the school's site
management
visit guidelines?
Are the records of contractor visits and works carried
out up to date and to hand?
Does the school have an asbestos register and
management plan? Are these reviewed regularly?
Has the school carried out an absestos risk
assessment?
Asbestos Have we appointed someone to take responsibilitiy for
management asbestos management in the school?
Do staff know the whereabouts of any asbestos in
their school and understand how to manage any
associated risks?
Are the records of any checks and remedial work up
to date and to hand?
Has the school carried out a fire risk assessment,
put in place appropriate safety measures and
informed staff about these?
Is the fire risk assessment regularly reviewed?
Is there an evacuation plan in place and have we
reviewed it recently?
Are fire fighting equipment, fire doors and fire
alarms inspected as required?
Fire safety

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 Fire safety
Do staff have the necessary information, fire
safety instructions and training?
Is there at least 1 appointed competent person to
assist with fire preventive and protective
measures?
Is there a regular fire alarm testing schedule in place,
and are the records of these up to date?
Are fire safety records up to date and to hand?
Do we have adequate first aid provision, including
the additional provision for Early Years
Foundation Stage (EYFS) settings?
Do we have the appriopriate equipment, and is it
labelled and clearly accessible?
Are there sufficient first-aiders available for the
First aid number of pupils in the school?
Has the school carried out a first aid risk
assessment to ensure adequate provision?
Is there an appointed person to take charge of
first aid arrangements?
Is their training up to date, and is it clear who they
are?
Do we inspect glazing weekly across the site for
any cracks or damage?
Building structure
and fabric Are buildings inspected periodically to check for
damage?
Are the records of the above up to date and to hand?
Do we inspect and service gas installations every
year?
Do we inspect and test local exhaust ventilation
Heating, ventilation every year?
and water systems
Do we test, clean and risk assess for legionella
every year?
Are the records of this up to date and to hand?
Do we inspect and test all fixed electrical
Other building supply/installations every 5 years?
services and fixed
equipment

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 Other building
services and fixed Do we inspect any lifts and lifting equipment
equipment every 6 months?
Are the records of this up to date and to hand?

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 ACTIONS

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