Health, Safety, Quality & Environmental Management System

RA001 — Client Site Visit Risk Assessment

Version 2.0 | February 2026
ReferenceRA001
Version2.0
Issue Date19/02/2026
Prepared BySean Ashton
Approved ByDragos Ciordas
Next Review19/02/2027
ClassificationCRGI Information
ReplacesDC:08 Rev 1 (01/04/2025)

Client Site Visit Risk Assessment

ISO 45001 Cl. 8.1 • CDM 2015 Reg. 11 • Work at Height Regulations 2005 — Hazard identification and control for CRGI staff site visits

Download Working Register

Excel format for operational use — editable risk scores, additional hazards, print-ready

Download Excel (.xlsx)
Assessment Overview
This assessment identifies foreseeable hazards associated with CRGI Solutions staff visiting client sites for surveys, 3D laser scanning, inspections and commissioning activities. As a virtual engineering consultancy, site visits represent our primary physical risk exposure. Where CRGI is appointed as Principal Designer under CDM 2015, these controls also discharge Regulation 11 duties. All staff must hold a current PPE Awareness & Training Record (per Insurance Condition L97) and complete a site-specific briefing before attending. Refer to HPOL04 (Health & Safety Policy), HPOL15 (PPE Policy) and HPROC20 (RAMS Production).

Part 1a — Risk Assessment

# Activity / Process Foreseeable Hazard Who / What Affected Existing Controls CLRExposure New Controls & Further Action CLRExposure
1 Working at height on client sites Falls from height during roof surveys, elevated platforms, scaffold access or 3D scanning at height; fragile surfaces or unprotected edges — per Work at Height Regulations 2005 Reg. 6 CRGI staff conducting surveys or scanning at elevated positions • Pre-visit site assessment
• Client site induction
• PPE (harness EN 361, helmet EN 397)
• Competent person assessment per WAHR Reg. 5
• Avoid lone working at height
4312Moderate • Implement permit-to-work for all work above 2m
• Rescue plan documented before access per WAHR Reg. 9
• Harness inspection logged in HREG11 (6-monthly intervals)
• Fall arrest equipment checked per HPROC11 (Calibration)
• Hierarchy of control: avoid → prevent → mitigate
414Low
2 Slips, trips and falls on unfamiliar sites Uneven surfaces, wet floors, trailing cables, poor housekeeping, inadequate lighting in client industrial environments; external areas in adverse weather All CRGI staff on site visits; client personnel in shared work zones • Safety footwear S3 (EN ISO 20345)
• Client site induction
• Adequate lighting assessment on arrival
• Dynamic risk assessment
339Moderate • Pre-visit site conditions check with client contact
• Head torch carried for poorly lit areas
• Photograph hazards and report to Ops Manager
• Anti-slip overshoes available for wet/oily environments
• Refer to RA008 for detailed slip/trip controls
326Low
3 Moving vehicles and plant Struck by forklifts, cranes, HGVs or other mobile plant in operational areas; reversing vehicles in loading bays; site traffic on construction sites All CRGI staff in operational areas of client sites • Hi-vis jacket/vest Class 2 min (EN ISO 20471)
• Designated pedestrian routes
• Client site traffic management plan
• Banksman for reversing operations
5315High • Class 3 hi-vis for highways/rail environments
• Verify client traffic management before entering operational areas
• Never walk behind reversing vehicles
• Use radios where noise prevents hearing vehicles
• Refuse to enter unmanaged traffic zones
515Low
4 Manual handling of survey and scanning equipment Musculoskeletal injury from lifting, carrying and setting up 3D scanning equipment (tripods, targets, laptops); loading/unloading vehicles — assessed using TILE methodology (Task, Individual, Load, Environment) Staff handling Leica/FARO scanning equipment, targets, power supplies and laptop cases • Manual handling training (HREG06)
• Appropriate lifting technique
• Equipment cases with wheels where available
• Two-person lifts for heavy items
339Moderate • Equipment weight audit — replace items exceeding 15kg individual carry with wheeled alternatives
• Pre-plan equipment staging on site
• HSE MAC tool assessment for repetitive tasks
• Refer to RA006 for detailed manual handling assessment
313Very Low
5 Exposure to hazardous substances on client sites Contact with chemicals, dust, fumes, asbestos-containing materials (ACMs) during surveys of older buildings or industrial facilities; silica dust from cutting/grinding nearby CRGI staff surveying older buildings, chemical plants or manufacturing facilities • Client pre-visit COSHH information request
• RPE (FFP3 EN 149 for suspected ACMs)
• Gloves (EN 388)
• COSHH assessments for known substances (COSHH001, COSHH002)
• CAR 2012 duty to manage asbestos awareness
428Moderate • Formal asbestos R&D survey or management survey confirmation from client before survey of pre-2000 buildings
• Refusal to enter if ACM status unknown
• Air monitoring for dust-heavy environments
• Decontamination procedure documented
• Asbestos awareness training current for all site-visiting staff
414Low
6 Electrical hazards Contact with live equipment, overhead power lines, buried services during site surveys; use of portable electrical equipment in wet conditions CRGI staff surveying near live plant, substations or construction sites with temporary supplies • Client confirmation of isolation/de-energisation
• Safe distances from OHL per GS6 guidance
• PAT-tested portable equipment
• Residual current devices
5210Moderate • Permit-to-work required for any survey within 3m of live HV equipment
• CAT scanner/Genny for buried services checks
• All CRGI portable equipment PAT tested annually (HREG11)
• Never enter substations unescorted
• 110V supply or battery-powered tools preferred on construction sites
515Low
7 Environmental conditions Excessive noise (>80dB LEP,d), extreme temperatures, adverse weather, UV exposure during outdoor site work; confined spaces on industrial sites All CRGI staff during extended outdoor surveys or within noisy plant rooms • Hearing protection (EN 352) in designated noise zones
• Weather-appropriate clothing
• Hydration and rest breaks
• Confined space awareness
339Moderate • Noise assessment of survey area before commencing work
• Hearing protection mandatory where noise exceeds lower exposure action value (80dB) per Noise at Work Regulations 2005
• Heat stress/cold protocol for extended outdoor scanning
• Confined space entry only with client permit and trained rescue team
• Monitor weather forecast — postpone if unsafe
313Very Low
8 Driving and travel to client sites Road traffic accidents during travel to client sites; driver fatigue on long journeys; adverse weather conditions; unfamiliar routes All CRGI staff travelling by personal or hire vehicle to client sites • Valid driving licence and business insurance confirmed at induction
• Fatigue management guidance per HPOL11
• Route planning before travel
• Hands-free phone use only
4312Moderate • Maximum 2-hour continuous driving before mandatory 15-minute rest break
• Journey plan shared with Ops Manager for travel exceeding 150 miles
• No driving after 10 hours of work
• Winter driving kit maintained (de-icer, screen wash, torch)
• Postpone travel if Met Office amber/red weather warning in force
414Low

Risk Scoring Matrix — Likelihood × Consequence

Likelihood ↓ / Consequence →1 Negligible2 Minor3 Moderate4 Major5 Catastrophic
5 Almost Certain510152025
4 Likely48121620
3 Possible3691215
2 Unlikely246810
1 Rare12345
Very Low (1–3) Low (4–6) Moderate (7–12) High (13–16) Very High (17–25)
Escalation & Recording
Per HPROC01 (Risk Assessment Procedure): any hazard scoring High (13–16) or Very High (17–25) after existing controls must be escalated to the CEO for formal risk acceptance before work proceeds. All residual risks are recorded in HREG01 (Risk & Opportunity Register). OH&S hazards feed into HREG03 (Hazard Register) and environmental aspects into HREG02 (Environmental Aspects Register).
Risk Assessment Acknowledgment
Risk assessment acknowledgment is recorded via HFORM20 (Risk Assessment Acknowledgment Form) and tracked in HREG06 (Training & Competency Matrix).