Contractor Compliance Documents: The Complete Checklist

TL;DR: UK contractor accreditations require six core documents: health & safety policy, insurance certificates, risk assessments, method statements (RAMS), training records, and access to competent H&S advice. Assemble them once and you save a meaningful chunk of admin on every subsequent scheme application or client PQQ. The challenge is tracking annual renewals and re-uploading to each portal — not the initial gathering. This contractor compliance documents checklist shows what to prepare and how to keep it current so one evidence pack satisfies CHAS, SafeContractor, and every SSIP scheme.

Document	CHAS	SafeContractor	Constructionline	Common Assessment Standard
Health & safety policy	Required	Required	Required	Required
Employers' & Public Liability insurance	Required	Required	Required	Required
Risk assessments	Required	Required	Required	Required
Method statements (RAMS)	Required	Required	Required	Required
Training/competence records	Required	Required	Required	Required
Access to competent H&S advice	Required	Required	Required	Required

Every UK contractor accreditation requires the same six core documents: a health & safety policy, Employers' and Public Liability insurance certificates, risk assessments, method statements (RAMS), training records, and evidence of access to competent health & safety advice. These satisfy CHAS, SafeContractor, and every other SSIP scheme. The challenge isn't the initial assessment — it's tracking annual renewals, insurance expiry dates, and re-uploading the same evidence to each scheme and client PQQ. This checklist shows what to gather once and how to keep it current.

Most of the work in any accreditation isn't answering questions — it's gathering the evidence. The good news: the SSIP schemes ask for broadly the same core documents, so if you assemble them once and keep them current, you can reuse the same pack across schemes and client questionnaires. This page is the master checklist.

What documents do all SSIP schemes require?

Do I need a written H&S policy?

Yes — if you have five or more employees it's a legal requirement, and assessors expect to see one regardless of headcount. For CHAS, SafeContractor, Constructionline and the Common Assessment Standard, a written H&S policy is always the first document requested.

According to CHAS guidance (checked June 2026), the core health & safety assessment requires six categories of evidence. SafeContractor's SSIP accreditation guidance confirms the same list across all member schemes:

1. Health & safety policy — a written policy legally required once you have five or more employees, and expected by assessors regardless of headcount.
2. Insurance certificates — Employers' Liability and Public Liability, shown as a schedule or broker's letter with policy number, limit, excess and expiry date.
3. Risk assessments — for the typical activities you carry out.
4. Method statements (RAMS) — how you carry out higher-risk work safely.
5. Training records — competence evidence: cards, certificates, CPD.
6. Access to competent H&S advice — in-house or an external consultant.

Incomplete documentation is the most common reason a first SSIP application gets delayed — assessors return it for corrections, and you lose time in back-and-forth before the certificate is issued. Assembling the evidence for a first assessment takes a fair bit of upfront work, but that work is reusable: once the core six documents are assembled and kept current, subsequent scheme applications require only minor updates rather than starting from scratch.

What is a training matrix?

A training matrix is a simple grid mapping each employee against the qualifications, certificates and CPD they hold — it's how assessors check competence evidence quickly rather than digging through individual certificates. Most schemes, including CHAS, accept a matrix in place of (or alongside) individual training records.

Do different schemes ask for different documents?

The exact upload list varies a little by scheme and by the trade you work in. According to the SSIP Common Assessment Standard, all member schemes assess the same core health & safety criteria, so the same evidence pack covers them. You may need to re-upload it to each scheme portal and keep each copy current, but you don't usually need different documents.

For the most-requested scheme, we've broken the full list down here:

• CHAS documents checklist — the complete evidence CHAS asks for in its health & safety assessment, item by item.
• Common Assessment Standard question set — the shared question categories behind the core SSIP evidence.
• Accreditation renewal & expiry deadlines — keeping your evidence current and your certificate from lapsing.

The schemes themselves are compared in the scheme comparison hub, and how one assessment is reused across schemes is explained in SSIP mutual recognition explained.

Why is document tracking still a problem after SSIP mutual recognition?

The core assessment is recognised across SSIP schemes — but the documents behind it still have to be re-uploaded, kept in date, and re-supplied to each new client PQQ. Insurance lapses, training expires, RAMS get revised. Tracking all of that across schemes and deadlines is the residual admin that mutual recognition doesn't remove — and the reason we built TradeComply to handle it.

Frequently asked questions

What documents do I need for SSIP accreditation?

At minimum: a written health & safety policy, Employers' and Public Liability insurance certificates, risk assessments, method statements (RAMS), training and competence records, and evidence of access to competent health & safety advice. Some trades need additional role-specific documents.

Do I need different documents for each scheme?

Mostly no. The SSIP schemes assess the same core health & safety criteria, so the same evidence pack covers them. You may need to re-upload it to each scheme and keep each copy current, but you don't usually need more than one accreditation to satisfy different documents.

How long do these documents stay valid?

It varies by document. Insurance certificates and many training records have fixed expiry dates; risk assessments and method statements should be reviewed whenever your work or the law changes. Accreditation itself is renewed annually, so plan to refresh the pack each year.