Forms

legionella-responsible-person-appointment-record

Record the appointment of the manager responsible for legionella control arrangements, including the basis of the appointment, authority, responsibilities, and competence or support arrangements.

Form
CalmComplianceForm template

legionella-responsible-person-appointment-record

Version
v1
Updated
1 October 2026
Audience
Primary and secondary schools in England, including maintained and academy schools, where the school is an employer, controls premises, or has health and safety responsibilities for others.
Jurisdiction
england

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Legionella responsible person appointment record

Complete this record where the school is an employer, controls premises, or has health and safety responsibilities for others. The record documents the appointment of a manager responsible for legionella control arrangements and the relevant responsibilities of others.

School and appointment details

School name

Required

Enter the full name of the school.

Full school name

School type

Required

Select the type or types that describe the school.

Choose one

  • Maintained school
  • Academy school

Basis on which this record applies

Required

Select every condition that applies to the school.

Choose up to 3

  • The school is an employer
  • The school controls premises
  • The school has health and safety responsibilities for others

Appointment effective date

Required

Enter the date on which the appointment takes effect.

Day
Month
Year

Appointed manager

Name of appointed manager

Required

Enter the name of the manager appointed to be responsible for the legionella control arrangements.

Full name

Job title or role

Required

Enter the appointed manager's job title or role within the school or responsible organisation.

Job title or role

Contact details

Required

Provide a work email address, telephone number, or other contact route for the appointed manager.

Work email, telephone number, or other contact route

Authority and responsibilities

Authority provided to the appointed manager

Required

Describe the authority available to the manager to organise, implement, manage, and monitor legionella control arrangements.

Describe delegated authority, access to information, ability to arrange work, and escalation routes

Responsibilities assigned to the appointed manager

Required

Describe the responsibilities assigned to the manager and any relevant responsibilities assigned to other people or organisations.

Set out responsibilities, interfaces, reporting arrangements, and escalation responsibilities

Relevant responsibility arrangements

Required

Select the arrangements included in this appointment record.

Choose up to 5

  • Support from internal staff
  • Support from an external specialist or competent organisation
  • Management of relevant contractors
  • Interface with a premises owner, landlord, or other dutyholder
  • Defined reporting and escalation arrangements
  • Other

If other, please specify

Competence and support arrangements

Competence or support basis

Required

Describe the appointed manager's relevant competence, experience, training, or the support arrangements that enable the responsibilities to be carried out.

Describe relevant competence and experience, or identify the support and advice available

Support provider or competent organisation

Required

If support is provided by another person or organisation, enter their name and role. Enter “Not applicable” where no separate support provider is used.

Name and role, or Not applicable

Support arrangement details

Required

Describe the scope of support, advice, technical input, or training arrangement. Enter “Not applicable” where no separate support arrangement is used.

Describe the support arrangement, or Not applicable

Planned review date

Required

Enter the date when this appointment record is planned to be reviewed.

Day
Month
Year

Record confirmation

Confirmation

Required

Confirm that this record accurately documents the proposed or current appointment and the arrangements described above.

  • Tick when complete

Record completed by

Required

Enter the name and role of the person completing this record.

Name and role

Record completion date

Required

Enter the date this record was completed.

Day
Month
Year
CalmCompliance · v1Template for adaptation

Template details

Type
Form
Version
v1
Updated
1 October 2026

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