Knowella

Contractor Equipment Verification

This record decides what is allowed to start working. Each item a contractor brings through the gate is checked for a tag, a current inspection, a certificate you can actually see, sound condition, and fitness for the task and the environment. Its recurring failure is that the check reads paperwork instead of equipment: a current tag on a machine that is wrong for a wash-down chill hall passes, and the record is later produced as proof the site looked.

KnowContractorInspectionCON-02749 fields across 5 sectionsFull researchSee the form

Reviewed by Siddarth SinghCSPLast reviewed 16 August 2026

Basis
ISO 45001 cl.8.1.4
Workspace
KnowContractor
Form type
Inspection
Verification point
At the gate before entry, and again at any equipment changeover
Feeds
Vendor record, asset register, contractor scorecard

The short version

  • Verification is a gate, not a survey. The evidence that it works is an item that was turned away, which is why Items Rejected and Rejected From Site are on the form; a programme that has never refused anything has never been tested.
  • The tag is the weakest evidence on the record. Inspection Tag Present scores three, but a tag only proves a tag. Inspection Current and Certificate Available carry the statutory weight, and Certificate Available set to On request scores one rather than three for a reason.
  • Suitability splits in two deliberately. Suitable For The Task is a question the contractor can answer; Suitable For Our Environment is not. Cold stores, wash-down areas, open product zones and ammonia plant rooms reject equipment that is faultless anywhere else.
  • Under PUWER, duties follow control rather than ownership. Regulation 3(3) applies the suitability, maintenance and inspection duties to anyone with control of work equipment to any extent, which puts the host inside the regulation the moment the machine starts working on its floor.
  • In the United States the same exposure arrives through OSHA's multi-employer citation policy: the controlling employer can be cited for a contractor's defective equipment it could reasonably have detected. The verification record is the evidence that it tried.
  • Mobilisation-day verification decays. Hire companies swap machines and subcontractors arrive with their own kit, which is why Verification Point offers Changeover and Periodic during run: the equipment population on a six-week job is a moving thing, not a list.

What this is

What is a contractor equipment verification?

What is a contractor equipment verification?

A host-side check, made before contractor plant and tools may work, that each item is identified, tagged, in inspection date, supported by a certificate that has been seen rather than promised, sound in condition, and suitable for both the task and the environment. It records a result per item, pass, pass with conditions or fail, and names who verified it and who from the contractor stood beside them.

Which equipment does it cover?

Everything the contractor brings that could hurt someone or contaminate product. The repeating Equipment section names the vehicle classes explicitly, from forklifts and pallet trucks to cleaning machines and access platforms, and the Specific categories section carries the statutory families: electrical test, lifting certification, fall protection, access equipment, gas detection calibration and the materials rule for food areas.

Is this the same as the contractor's own inspection?

No, and it does not replace it. The contractor or the hire company owns the maintenance regime and the statutory thorough examination. This record is the host's check that the regime produced something current, and that the item in front of you is the item the paperwork describes. Reading a thorough examination report is not performing one; as a gate rather than a substitute, it is the most productive twenty minutes of the mobilisation.

Scope

When is a contractor equipment verification required?

This record sits at the front of an engagement, alongside induction and access authorisation, and it examines objects rather than people or methods. Its common misuse is being stretched to cover the operator, the work or the contractor's management system, each of which has its own template.

Use this template when

  • A contractor is mobilising and bringing plant, tools or protective equipment onto site for the first time
  • Equipment is swapped or added mid-engagement, including hire replacements arriving without notice
  • A periodic check falls due on a long engagement where the original items are still in service
  • A site safety audit or an incident has raised doubt about a specific contractor item
  • Work is moving into an area with its own equipment rules: cold store, wash-down, open product or covered process

Do not use it for

  • Verifying the operator rather than the machine, which is Contractor Competency Verification (CON-010) and a separate refusal reason at the gate
  • Performing the statutory examination, which is a competent person's duty under LOLER reg.9 and cannot be discharged by reading a tag
  • Auditing the contractor's own inspection and maintenance system, which is the Contractor Documentation Audit (CON-026)
  • Judging how the work is carried out once it starts, which is the Contractor Site Safety Audit (CON-025) whose ID this record links to
  • Inspecting your own plant, which belongs to the site equipment inspection programme in KnowMaintain, on different intervals with different owners

Compliance mapping

Which ISO 45001 cl.8.1.4 requirements does this satisfy?

Equipment law is written about the equipment, not about whose name is on the side of it. Suitability, maintenance and inspection duties attach to whoever has control of work equipment to any extent, and food schemes go further, controlling what may be carried into a production area at all.

ClauseRequirementWhere it lands
ISO 45001 cl.8.1.4.2Coordinate with contractors so that the requirements of the OH&S management system are met before and during the workHeader
PUWER 1998 reg.4Work equipment must be suitable for the purpose for which it is used and for the conditions of useEquipment
PUWER 1998 reg.6Inspection at suitable intervals by a competent person, with evidence of the last inspection available and the result recordedEquipment
OSHA 29 CFR 1910.178(q)(7)Powered industrial trucks examined before being placed in service and at least daily, and withdrawn where the examination shows an adverse conditionEquipment
LOLER 1998 reg.9Thorough examination of lifting equipment and accessories at statutory intervals, with the report available to the person using itSpecific categories
Electricity at Work Regulations 1989 reg.4(2)Electrical systems and equipment maintained so as to prevent danger, which for portable equipment means an inspection and test regimeSpecific categories
BRCGS Food Safety Issue 9 cl.4.9Control of physical contamination, including the materials of tools and equipment permitted in open product areasSpecific categories
ISO 45001 cl.9.1.1Monitor and measure whether operational controls are effective, which for a gate means knowing what it stoppedResult

What it does not cover

  • Contractor Competency Verification (CON-010), which evidences that the person operating the item is trained and authorised; a compliant truck with an unlicensed driver is a compliant truck.
  • The statutory thorough examination itself, which under LOLER reg.9 must be carried out by a competent person on a defined interval and cannot be replaced by a host walkaround.
  • The owner's maintenance regime, which under PUWER reg.5 keeps equipment in efficient working order between examinations; this record is a snapshot of one morning.
  • Task authorisation, which is the permit system, checked by the Contractor Permit Compliance Check (CON-036); passing a machine at the gate authorises nothing at the work point.
  • Your own equipment inspection programme, which covers site-owned plant on its own intervals; this template deliberately looks only at what the contractor brought.

Global

Contractor Equipment Verification requirements by country

Every regime imposes inspection and suitability duties on equipment at work. What differs is how directly the duty reaches a host who did not buy the machine.

United States

29 CFR 1910.178(q)(7), 1910.334(a), 1926.404(b)(1)(iii); OSHA Multi-Employer Citation Policy CPL 02-00-124

Equipment-specific examination duties, plus a citation policy reaching the controlling employer on a multi-employer site.

OSHA can cite the host for a contractor's defective equipment where the host could reasonably have detected and corrected the condition, which is exactly the ground a verification record covers.

United Kingdom

PUWER 1998 regs 3(3), 4, 5 and 6; LOLER 1998 reg.9; Electricity at Work Regulations 1989 reg.4

PUWER duties fall on any person with control of work equipment to any extent; lifting equipment carries statutory examination intervals; electrical equipment must be maintained against danger.

Regulation 3(3) is the sentence that matters: a site controlling the work is not a bystander to the plant working on its floor, however clearly the contract allocates the machine.

European Union

Directive 2009/104/EC on the use of work equipment, articles 4 and 4a

Work equipment must be suitable for the work and inspected by competent persons, with records kept and available.

National implementations set the intervals, and the expected evidence is the inspection record travelling with the equipment, which is what a host should be asking to see.

Canada

Provincial OHS regulations; CSA B335 for lift trucks; prime contractor duties

Pre-use inspection and maintenance duties sit with the employer operating the equipment, coordinated by the prime contractor.

Prime contractor status makes the host answerable for contractor plant it allowed to work, so the verification is the artefact that answers the question.

Australia

Model WHS Regulations Part 5.1 (plant) and Schedule 5 (registered plant)

Duties on plant cover inspection, maintenance and, for listed items, registration; overlapping PCBUs share the duty.

Registered plant arriving without its registration and examination record should not start, and shared duties mean both the contractor and the host answer for it.

International

ISO 45001 cl.8.1.4; GFSI-benchmarked schemes (BRCGS cl.4.7 and 4.9)

Contractor arrangements must be verified before and during the work; food schemes control what may be taken into production areas.

The food schemes bite harder than safety law here: a wooden ladder or an absorbent tool handle in an open product area is a finding in its own right, whatever its inspection status.

How to complete it

How to complete a contractor equipment verification, step by step

The form will happily produce a ninety-four percent on four answered questions about two machines. The judgement calls are about denominators, about who answers which question, and about what a conditional pass commits anyone to.

Decide what you are counting before you start

The record carries Items Checked in the Header and Items Assessed, Items Failed and Items Rejected in Result, and they are not the same population. Items Checked counts equipment; Items Assessed counts checkpoints and explicitly excludes anything marked Not applicable. Pick one convention, write it into the programme, and read Score Percent only alongside Completeness Percent.

Answer Suitable For Our Environment yourself

This is the one question the contractor cannot answer and the one most often delegated to them, because they are holding the pen and the host has been called away. Only the site knows the wash-down regime, the chill hall, the allergen boundaries and the plant room with an ammonia inventory. Marginal is a legitimate answer, and it obliges you to write the condition that makes it acceptable.

Write down what Pass with conditions means

The form offers the option and gives you nowhere to state the condition, which is how conditional passes quietly become passes. If an item goes to work with a restriction, indoor use only, no lifting above head height, escorted through the packing hall, put it on an action record and carry the CAPA ID here. A condition that lives only in a gate conversation expires at the shift change.

Do the walk with the contractor beside you, then sign

The record asks for two signatures, Verified By and Contractor Supervisor, and the point is not shared liability. A rejection argued out at the gate with the supervisor present stays rejected; one emailed afterwards gets re-litigated while the machine is already working. Walk to each item and put hands on it: verification from a folder is a document review with a signature block.

What auditors find

Most common contractor equipment verification findings

Findings divide cleanly: half concern evidence that was never obtained, half concern equipment that was compliant somewhere else and wrong here.

FindingClauseWhat fixes it
Inspection tag present and in date, but the report behind it never seen; Certificate Available recorded as On request.PUWER 1998 reg.6Obtain the report before the item works and record its reference on this record.
Hired plant accepted on the hire company's delivery note with no current thorough examination report.LOLER 1998 reg.9Make the current report a condition of the hire order, so it arrives with the machine rather than being chased.
Verification carried out once at mobilisation; replacement and additional equipment arriving later never checked.ISO 45001 cl.8.1.4.2Raise a Changeover verification on any swap and a Periodic during run check on engagements past a stated length.
Portable electrical tools, leads and transformers in use with no inspection or test evidence; Electrical Equipment Tested left blank.Electricity at Work Regulations 1989 reg.4(2)Treat blank as No, and require evidence for every cord-connected item, leads and transformers included.
Harnesses and lanyards in service past their inspection interval, with no pre-use inspection regime evidenced.OSHA 29 CFR 1926.502(d)(21)Check the item's own inspection record rather than the bag it came in, and quarantine anything out of date on the spot.
Powered truck or access platform accepted with no evidence of the daily pre-use examination.OSHA 29 CFR 1910.178(q)(7)Ask for the day's check sheet at the gate; a machine with no check for today has not been examined.
Item passed as suitable for the task with no separate consideration of the environment it will work in.PUWER 1998 reg.4Answer Suitable For Our Environment separately, against the written rules of the zone the work enters.
Wooden ladders, absorbent tool handles and unsealed toolboxes taken into open product areas.BRCGS Food Safety Issue 9 cl.4.9State the materials rule in the contract and check it at the gate; Some is a fail where product is exposed.
Gas detection instruments accepted without calibration or bump test evidence before confined space work.OSHA 29 CFR 1910.146(d)(5)Require the calibration certificate and a bump test on the day, and record the instrument serial number.
Result recorded as Fail with Rejected From Site left blank, and the item observed in use the same shift.ISO 45001 cl.9.1.1Make rejection an event: tag the item, photograph it, tell the gate, and require a fresh verification before it returns.

Case in point

Case in point: the platform that was certified for the wrong building

A chilled distribution centre engaged a mechanical contractor for a three-week pipework package at roof level over the chill hall. The verification was completed on the mobilisation morning: fourteen items, tags present, inspections current, condition good, one item passed with conditions, nothing rejected, ninety-four percent. It was signed by both parties and, as far as it went, it was honest.

Eleven days later the hire company swapped the diesel boom lift for a larger machine because the reach was short. No verification was raised, and the record on file still described a machine that had left the previous week. The crew worked with the dock doors closed to hold temperature, the chill hall carbon monoxide detection alarmed, the hall was evacuated and two operatives were assessed on site. Reviewing the original record, the site found Suitable For Our Environment answered Yes in the contractor supervisor's handwriting: the contract owner had been called away halfway through the walk.

Neither failure was a failure of the form. The record treated a moving equipment population as a fixed list, and it let the party being verified answer the only question the host was qualified to answer. The corrective actions were structural: hire orders naming the machine and forbidding substitution without re-verification, a goods-in trigger raising a Changeover verification against any open engagement, and Suitable For Our Environment restricted to host users.

The template

The template, field by field

The form exactly as it installs. Every field, option, score and conditional rule is editable, and the links to other templates come with it.

49fields
5 sections
Reference
CON-027
Archetype
Inspection
Record ID
CEV-2026-000
Scoring
Pass or fail
Direction
High is good
Singleton
No
Basis
ISO 45001 cl.8.1.4
Links
Links Vendor, Asset
Tags
Contractor, Equipment
Sections
5
Fields
49
Follow up fields
5
Repeating sections
1
Links out
4
Field typesOwn ID, generated on saveCase thread and parentPick list from a registryLinked to another templateFollow up, dashed outlineScored

Header

12 fields
Text

Verification ID*

Generated on save

Auto sequence. Format CEV-2026-000.

The record's own ID. Other templates point at this value.

Single Choice

Status*

Scored

Drives who this goes to next.

  • Planned2 pts
  • In progress2 pts
  • Complete3 pts
  • Deferred0 pts
  • Open0 pts
  • Closed3 pts
  • Overdue0 pts
Date & Time

Date and Time*

Users

Completed By*

Pick List

Site*

From FDN-001 Site NameFilter: Status is Active
Text

Site ID*

Linked

Format SITE-000.

Links to FDN-001 Site ID

Pick List

Contractor*

From FDN-005 Vendor NameFilter: Status is Approved
Text

Vendor ID*

Linked

Format VEN-0000.

Links to FDN-005 Vendor ID

Info

Their Equipment, Your Site, Your Problem

A failed harness or an untested extension lead brought onto your site becomes your incident. Check it at the gate, not after somebody is hurt.

Users

Verified By*

Single Choice

Verification Point*

At the gate before entry, at the work point, or during an audit.

Start upChangeoverPeriodic during runEnd of run
Numeric Answer

Items Checked*

Equipment

Repeats14 fields
Single Choice

Equipment Type*

ForkliftPallet truckOrder pickerTow tractorCleaning machineAccess platform
Text

Identification Number

Optional
Single Choice

Owner*

Contractor owned, hired, or subcontractor owned.

Contractor ownedHiredSubcontractor owned
Single Choice

Inspection Tag Present*

Scored
  • Yes3 pts
  • No0 pts
Single Choice

Inspection Current*

Scored
  • Yes3 pts
  • Expired0 pts
Single Choice

Certificate Available*

Scored
  • Yes3 pts
  • On request1 pt
  • No0 pts
Single Choice

Visual Condition*

Scored
  • Good3 pts
  • Acceptable2 pts
  • Poor0 pts
Single Choice

Guards And Safety Devices Intact*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Suitable For The Task*

Scored
  • Yes3 pts
  • Marginal1 pt
  • No0 pts
Single Choice

Suitable For Our Environment*

Scored

Wash down areas, cold stores and food zones all impose requirements a general site does not.

  • Yes3 pts
  • Marginal1 pt
  • No0 pts
Single Choice

Food Area Compatible

OptionalScored
  • Yes3 pts
  • Not applicable3 pts
  • No0 pts
Single Choice

Result*

Scored
  • Pass3 pts
  • Pass with conditions2 pts
  • Fail0 pts
Single Choice

Rejected From Site

OptionalShows if Result equals Fail
YesNo
File Upload

Photo

OptionalShows if Result equals Fail

Specific categories

6 fields
Single Choice

Electrical Equipment Tested

OptionalScored
  • Yes3 pts
  • Not applicable3 pts
  • No0 pts
Single Choice

Lifting Equipment Certified

OptionalScored
  • Yes3 pts
  • Not applicable3 pts
  • No0 pts
Single Choice

Fall Protection In Date

OptionalScored
  • Yes3 pts
  • Not applicable3 pts
  • Expired0 pts
Single Choice

Access Equipment Inspected

OptionalScored
  • Yes3 pts
  • Not applicable3 pts
  • No0 pts
Single Choice

Gas Detection Calibrated

OptionalScored
  • Yes3 pts
  • Not applicable3 pts
  • No0 pts
Single Choice

No Wooden Or Absorbent Items In Food Areas

OptionalScored
  • Confirmed3 pts
  • Some1 pt
  • Many0 pts

Related records

1 field
Text

Site Audit ID

OptionalLinked

The audit that examined this equipment.

Links to CON-025 Audit ID

Result

16 fields
Numeric Answer

Items Assessed*

Excludes anything marked N/A.

Numeric Answer

Items Failed*

Numeric Answer

Score Percent*

Scored

Calculated on submission. High is good. N/A items leave the denominator.

Single Choice

Result Band*

Scored
  • Pass3 pts
  • Caution1 pt
  • Fail0 pts
Numeric Answer

Completeness Percent*

How much of the template was actually answered. A high score on a half completed form is not a high score.

Numeric Answer

Items Rejected*

Scored
Single Choice

Work Delayed

Optional
NoYes
Checkbox

Feeds Scorecard*

Single Choice

Action Required*

Scored

Raise the action record, then enter its reference here.

  • No2 pts
  • Yes0 pts
Single Choice

Priority

OptionalScoredShows if Action Required equals Yes
  • High0 pts
  • Medium1 pt
  • Low3 pts
Text

CAPA ID

OptionalLinkedShows if Action Required equals Yes

Format CAPA-2026-00000.

Links to FDN-014 CAPA ID

Users

Action Owner

OptionalShows if Action Required equals Yes
Users

Verified By*

Signature

Signature*

Users

Contractor Supervisor*

Signature

Second Signature*

CON-027 · record IDs look like CEV-2026-000 · Links Vendor, Asset

Open in Knowella

Run it with agents

From a document you fill in to a programme that runs itself

The check itself takes twenty minutes and works. What fails around it is the certificate that was going to be emailed, the replacement machine that arrived on a Friday, and the rejection the gate was never told.

KnowContractor

Holds each verification against the vendor record and the engagement, so any open job without a current verification of the equipment actually on site shows as an exception.

KnowMaintain

Tracks contractor and hired items in the asset register with their examination and test dates, and flags an item whose certificate expires mid-engagement before it expires.

Ella
Ella

Watches goods-in and hire movements against open engagements, raises the Changeover verification, and chases the certificates recorded as On request until they are seen or the item is stopped.

KnowQuality

Applies the food area rules, so equipment materials, absorbent items and wash-down compatibility are judged against the zone the work enters rather than the site as a whole.

This template lives in KnowContractor — contractor management. Prequalification, approval, induction, permits and performance.

Meet KnowContractor→

Glossary

Contractor Equipment Verification definitions and key terms

Thorough examination
A statutory examination of lifting equipment by a competent person at six or twelve month intervals, producing a written report that must be available to the user.
Competent person
For examination purposes, someone with the knowledge to detect defects and assess their significance, independent enough to report them without pressure.
Pre-use check
The operator check at the start of each shift, distinct from statutory examination; for powered trucks a daily requirement, not a good practice.
Inspection tag
A label asserting when an item was last inspected and when it is next due; evidence that a regime exists, not that the item is sound.
Hired plant
Equipment on short-term hire rather than contractor owned, where the examination records sit with a third party and are the evidence most often missing.
Pass with conditions
A result that admits an item only under a stated restriction; without the restriction recorded and communicated it is an unconditional pass with extra words.
Environment suitability
Whether the item can be used safely and hygienically in this area: wash-down, temperature, atmosphere classification, exhaust emissions and product exposure.
Controlling employer
In OSHA's multi-employer citation policy, the employer with general supervisory authority over a worksite, citable for hazards it could have detected and corrected.

FAQ

Frequently asked questions about contractor equipment verification

The contractor is approved and insured. Why check their equipment at all?+

Because insurance pays afterwards and approval describes a management system, not the machine at your gate. The duty also follows you: PUWER reg.3(3) applies to anyone with control of work equipment to any extent, and OSHA's multi-employer policy reaches the controlling employer. Choosing not to look does not move the duty; it removes the evidence that you exercised it.

How often should we re-verify on a long engagement?+

On every equipment change, without exception, and periodically for the rest. Monthly is defensible for powered plant, lifting and access equipment; quarterly is thin. A Changeover check on two items takes minutes and is the highest-yield check in the programme.

Can we accept a certificate on request?+

For non-statutory items, briefly and with a date. For lifting, access and portable electrical items, no. On request scores one where Yes scores three, because the value of the check is that somebody compared the document's dates and serial number with the machine. A promised report and no report are the same record.

Who should answer Suitable For Our Environment?+

A host user, always. The contractor knows the machine; you know the chill hall, the wash-down schedule and the open product boundary. If nobody present knows the area's rules, that is not a reason to write Yes; it is a reason to get the area owner to the gate before the item moves.

What do we do with an item that fails?+

Tag it, record Rejected From Site, photograph it, and make sure the gate knows the item number, because rejected equipment reappears. Then let it cost the contractor something visible: Items Rejected and Work Delayed feed the scorecard, and a supplier refused twice should hear about it at the next award.

Does passing a machine mean we have taken on the risk of it?+

No, and the fear of that is why some sites do not check. Verification does not transfer the contractor's duty to maintain and examine their equipment, and it does not make you the competent person. It evidences control you already had. The alternative is not neutrality; it is a documented absence of oversight on a site where the duty applied anyway.

Keep going

Related templates and programmes

Siddarth Singh

Written and reviewed by

Siddarth Singh

Founder & Chief Executive Officer, Knowella

Certified Safety Professional and industrial and systems engineer with more than a decade inside food supply chain, freight and manufacturing operations. This page was written against the current text of the standards it cites, not against secondary summaries of them.

  • Certified Safety Professional (CSP), Board of Certified Safety Professionals
  • MBA, University of Chicago Booth School of Business
  • MS and BS, The Ohio State University, Industrial and Systems Engineering
  • Six Sigma Black Belt
Verify with BCSP →

Sources and last review. Reviewed 16 August 2026 against:

  • ISO 45001:2018 clause 8.1.4, procurement and contractors
  • Provision and Use of Work Equipment Regulations 1998, regulations 3, 4, 5 and 6 (GB)
  • Lifting Operations and Lifting Equipment Regulations 1998, regulation 9, thorough examination (GB)
  • Electricity at Work Regulations 1989, regulation 4 (GB)
  • OSHA 29 CFR 1910.178(q)(7), 1910.334(a) and 1926.502(d)(21) (US)
  • OSHA Multi-Employer Citation Policy, CPL 02-00-124 (US)
  • BRCGS Food Safety Issue 9, clauses 4.7 maintenance and 4.9 physical contamination control

This page is general guidance, not legal advice. Confirm requirements with your jurisdiction’s regulator.

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