Category
Estates and Building Services templates
Estates and Building Services policies templates. Reviewed starting points you can read in full, then adapt for your organisation, site, and jurisdiction.
Estates and Building Services templates

Display Energy Certificate and Advisory Report Guidance
Guide schools and academies in England on when a Display Energy Certificate and advisory report may be required, and on retaining the associated documents and display or renewal records.
10 sections · v1

Estate Health and Safety Responsibilities Policy
To define how estate-related health and safety responsibilities are allocated, managed and escalated at {{school_name}}, in accordance with the school's employer or responsible body arrangements.
32 sections · v1

Estate Risk Reporting and Action Procedure
To provide a clear procedure for staff and pupils to report estate risks and for the school to record, assign, assess, control, escalate and close those reports. This procedure is intended for maintained and academy schools in England managing building and external-area health and safety, where adopted by the relevant school.
25 sections · v1

Legionella Water-System Control Scheme
To provide a documented scheme for preventing or controlling legionella risk in school water systems, with clear responsibilities for implementing, managing, monitoring and reviewing the control arrangements.
22 sections · v1

School Asbestos and Associated Building Works Coordination Plan
To coordinate asbestos removal, encapsulation or other asbestos works with associated condition, building-system and fabric works where those works are planned or in progress at a primary or secondary maintained or academy school in England.
24 sections · v1

School Asbestos Capital Funding Assessment
Guidance for maintained and academy schools in England to assess, where asbestos removal, encapsulation or related building-condition works are being considered, whether available school-building capital funding may be relevant and to record the proposed works, costs, funding route, application and decision.
20 sections · v1

School Asbestos Dutyholder and Governance Policy
To establish how the school identifies asbestos dutyholders, assigns premises responsibilities, delegates asbestos management roles, and monitors the effectiveness of asbestos arrangements where responsibility may be shared.
26 sections · v1

School Asbestos Dutyholder and Governance Policy
To define how asbestos-management responsibilities are assigned, delegated, escalated, resourced and monitored in a maintained or academy primary or secondary school in England where responsibilities may be shared between the employer, governing body, premises owner, academy trust, local authority or contractors.
27 sections · v1

School Asbestos Dutyholder Management Arrangements
To provide a clear procedure for the person or organisation responsible for maintaining or repairing a school's non-domestic premises in England to manage asbestos-related responsibilities, information, controls, work arrangements, communication, records and unresolved risks, where asbestos or presumed asbestos may be present.
29 sections · v1

School Asbestos Information and Communication Procedure
To provide relevant asbestos information to people who may work in or use school buildings, identify activities to avoid, explain what to do after accidental damage, and ensure emergency services can access current asbestos information without entering the building where asbestos or suspected asbestos is present.
18 sections · v1

School Asbestos Information and Emergency Communication Guidance
To explain how relevant asbestos locations, prohibited activities, accidental-damage actions and emergency-services information are communicated to staff, contractors, visitors, parents, carers and community users where asbestos or suspected asbestos may be present.
17 sections · v1

School Asbestos Management Plan
To provide a clear plan for managing asbestos or presumed asbestos in school buildings where it is present or may be present, including the asbestos register, responsibilities, condition information, controls, emergency arrangements, communication routes, records and corrective actions.
26 sections · v1

School Asbestos Register and Management Plan Review Record
To record the controlled annual review of a school's asbestos register and asbestos management plan, including whether the information is accurate, whether arrangements are being effectively applied, any changes or shortfalls, and how changes are communicated to staff.
19 sections · v1

School Asbestos Services Procurement Guidance
To guide maintained schools, academy schools and trusts in England when considering routes to market and procurement support for asbestos services.
10 sections · v1

School Asbestos Services Procurement Procedure
To provide a consistent procedure for specifying and sourcing asbestos services, selecting an appropriate route to market, and retaining the procurement and supplier decision records for {{school_or_trust_name}}.
18 sections · v1

School Asbestos Waste Control and Consignment Procedure
To control asbestos-containing waste generated by school works or works commissioned by the school by ensuring that the waste is contained, classified and disposed of in accordance with applicable hazardous-waste requirements, with consignment evidence retained.
18 sections · v1

School Display Energy Certificate and Advisory Report Record
To record the applicability, current Display Energy Certificate and advisory report arrangements for each qualifying school or academy building in England.
12 sections · v1

School Estate Health and Safety Arrangements Policy
To establish arrangements for managing estate-related health and safety in maintained and academy primary and secondary schools in England, including responsibility, delegated functions, competent assistance, plant and workplace safety, access controls, escalation and oversight.
34 sections · v1

School Estate Safety Records Guidance
To help maintained and academy schools in England maintain controlled records that support the safety and regulatory compliance of their school estate.
18 sections · v1

School Estate Statutory Records and Contractor Register
To help maintained and academy primary and secondary schools in England maintain documents that support the safety and regulatory compliance of the school and estate, including certificates, records, relevant assessments, inspection logs, registers and contractor contact details.
21 sections · v1

School Gas Equipment Maintenance Plan
Set out maintenance arrangements for gas appliances, pipework and other gas equipment at {{school_name}}, including manufacturer instructions, specified maintenance periods, and retention of scheduled maintenance and gas-safety check records.
12 sections · v1

School gas work competence verification procedure
To ensure that, where gas fittings are present, work on them at {{school_name}} is carried out only by a Gas Safe registered engineer qualified for the specific work.
10 sections · v1

School Interim Air-Cleaning and Ventilation Remediation Procedure
To provide a conditional procedure for using air-cleaning units as interim support where adequate ventilation cannot currently be maintained, while remedial works are undertaken and air cleaning is not used as a substitute for ventilation.
15 sections · v1

School Interim Air-Cleaning Unit Use Guidance
Guide schools on the conditional use of an air-cleaning unit as temporary support where adequate ventilation cannot temporarily be maintained and remedial works are planned, while ensuring that the unit does not replace ventilation or delay long-term remediation.
14 sections · v1

School Kitchen Gas-Extraction Interlock Procedure
To provide a procedure for schools with kitchen gas equipment and an extract system intended to remove gas fumes or leaks during cooking, covering specification, verification, testing and management of the interlock between the kitchen extraction system and the gas supply.
21 sections · v1

School New Machinery Conformity and Commissioning Procedure
To support the acceptance of new machinery for school work in Great Britain by checking the required marking, declaration of conformity and English-language instructions before commissioning.
16 sections · v1

School portable electrical equipment maintenance procedure
To provide a proportionate procedure for maintaining portable electrical equipment used in maintained and academy primary and secondary schools in England, by identifying equipment, selecting appropriate controls, arranging competent inspection or repair where needed, removing unsafe equipment from use and reviewing whether the maintenance scheme remains effective.
17 sections · v1

School RAAC Identification and Escalation Procedure
To provide schools in England with a clear process for recording concerns about possible reinforced autoclaved aerated concrete (RAAC), using visual identification guidance, obtaining confirmation from a suitably qualified building professional, and contacting the Department for Education customer help portal when RAAC is confirmed or advice is needed.
16 sections · v1

School Unsafe Gas Appliance Isolation and Recommissioning Procedure
To provide a procedure for a maintained or academy primary or secondary school in England when a gas appliance is known or suspected to be unsafe, covering withdrawal from use, competent investigation, repair or removal, and confirmation of safe status before return to use.
16 sections · v1

School Work Equipment Control Procedure
To provide a procedure for identifying work equipment and the school's ownership, operation or control responsibilities; assessing suitability and risks; arranging proportionate maintenance and inspection; controlling equipment supplied by other parties; reporting and isolating defects; and retaining evidence of applicable PUWER arrangements where school employees use work equipment or the school owns, operates or controls it.
29 sections · v1

Portable Electrical Equipment Records and Labelling Guidance
To help a school that chooses to use records or labels monitor and review the effectiveness of its portable electrical equipment maintenance scheme.
10 sections · v1