Templates / Contractor Approval Form
Contractor Approval Form
A contractor pre-qualification form checking insurance, method statements and safety record before work begins.
Download the template
The PDF is free once you have an account. The editable Word file is included too, so you can adapt and issue it under your own document control.
Every template is a starting point, not a finished document. Replace the headings and fields with your own project detail before you issue it.
A vetting and approval form template for engaging site contractors.
About this template
The Contractor Approval Form is designed to be quick to complete and easy to adapt to your own workplace. Start from the template rather than a blank page, tailor the hazards, controls and responsibilities to your site, and keep a completed copy on file as evidence that the right checks were made.
How it links to the standards
Where this template names protective equipment or a control measure, the equipment itself is governed by a published standard that defines what it must withstand and how it is tested. The full EN standards library covers each one in plain language so you can confirm you are specifying the right level of protection.
Related guidance
Filling the template in is easier when you know the reasoning behind each control. These notes cover the practical detail:
- Tips and Tricks — the full technique-note library for this kind of work
Insurance and competence evidence should be checked before approval.
Frequently asked questions
What does the Contractor Approval Form cover?
A pre-qualification form checking insurance, method statements and safety record before work begins, so approval happens before a contractor starts on site rather than after.
Why check a contractor's safety record before approving them?
Past incidents and enforcement history are a practical indicator of how a contractor actually manages risk in practice, not just what their paperwork claims.
What documents does this form typically require from a contractor?
Proof of insurance, a method statement for the work involved, and evidence of relevant competence or certification for the task.
Should contractor approval be a one-time check?
Approval should be reviewed periodically or when the scope of work changes significantly, since insurance can lapse and a contractor's safety performance can change over time.