Policies

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.

Guidance Template
CalmComplianceGuidance Template

School Estate Statutory Records and Contractor Register

Version
v1
Updated
1 October 2026

Fields in brackets are completed when you adapt this template.

This guidance is for [school name]. It applies to records relevant to the school's estate, systems, activities and legal or management arrangements.

Maintaining estate records

Maintain documents that help ensure the school and its estate are safe and compliant with regulations. This includes certificates and records of statutory examinations, testing and remedial work.

Keep the relevant records in the school's controlled estate register at [record location]. The register should identify the record or certificate, the relevant estate area or system, and the location of the current record.

Records required where relevant

The estate register should include the school's health and safety policy, including risk assessments and arrangements, where these form part of the school's estate safety documentation.

Where the estate contains asbestos, include the asbestos register and asbestos management plan.

Include the fire risk assessment and fire management plan.

Certificates, examinations and remedial work

Include statutory maintenance and testing certificates relevant to the school's estate and systems.

Include records of statutory examinations, testing and remedial work. Where a record relates to [estate area or system], identify that area or system in the register.

Water systems and Legionella

Where relevant to the school's estate and systems, include the Legionella risk assessment and management plan.

Inspection logs and registers

Include inspection logs and registers that are relevant to the school's estate.

Maintenance and emergency contractors

Include details and contact information for maintenance and emergency contractors relevant to the school's estate.

The current contact details for [contractor scope] are held at [contractor contact location].

Using the register

Use the register to identify the current documents and contacts relevant to the school, its estate and its systems. Records should be included only where they are relevant to the school's estate, systems, activities or legal or management arrangements.

Sources

  1. Good estate management for schools - Health and safety - Guidance - GOV.UK Department for Education
CalmCompliance · v1Template for adaptation

Template details

Type
Guidance Template
Version
v1
Updated
1 October 2026
Sections
21 sections
  • Good estate management for schools - Health and safety - Guidance - GOV.UK

Get this template

Free, editable Word document. We’ll email you a download link. No Calm account needed.

Edit in Word or Google Docs.

We record your email and the template you request. Read our privacy policy.

School Estate Statutory Records and Contractor Register template - CalmCompliance