Document template · Free
Health and safety plan
What wins points
Providing a recognised health‑and‑safety certification such as ISO 45001, or describing a robust safety management scheme linked to Article 62, satisfies the mandatory compliance requirement and can give a qualitative edge under environmental award criteria.
What gets bids disqualified
Missing or expired certification, or failing to provide any evidence of compliance with Article 62, leads to automatic disqualification.
Evaluator's view
Ensure the certificate name, reference number and validity dates are present and match the tender’s specified requirement; include a clear compliance statement citing Article 62 of Directive 2014/24/EU.
Health and safety plan
What this is
A concise guide for contractors to demonstrate how they will meet the health and safety requirements set out by the contracting authority, ensuring compliance with EU procurement rules.
When you need it
Use this template whenever the tender documents require evidence of a health‑and‑safety management system, occupational health measures, or any specific safety certifications. It is typically mandatory when the contract involves works or services that pose risks to workers or end users and where Article 62 of Directive 2014/24/EU applies.
How to fill it in
- Identify the exact health‑and‑safety requirement(s) stated in the tender (e.g., ISO 45001 certification, a site safety plan, risk assessments).
- Provide the name of the standard or scheme and its reference number.
- Attach copies of the current certificate or a summary of the approved safety procedures.
- If no formal certificate is required, describe the specific health‑and‑safety measures you will implement (e.g., personal protective equipment policy, emergency response plan). Reference the clause in the tender that permits this evidence.
- Confirm that all information is up to date for the contract period and that it complies with Article 62 of Directive 2014/24/EU.
Template
**Health‑and‑safety requirement:** [e.g., ISO 45001, site safety plan] **Reference / certificate number:** [Enter number] **Validity period:** From [date] to [date] **Evidence attached:** Yes/No (list files) **Additional health‑and‑safety measures (if no formal certification required):** - Measure 1: … - Measure 2: … **Compliance statement:** We confirm that the above evidence satisfies the requirements of Article 62 of Directive 2014/24/EU.
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