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Hampshire and IOW CEHOG Performance Improvement Group

Quality and Performance Matrix

OCCUPATIONAL HEALTH AND SAFETY



Score Inc Enforcement Policy 

3 0.3 Publicised using at least two methods for business

0.1 Publicised using at least two methods for the public

0.3/0.6 At least 95% of actions consistent with policy (0.3) (if 100%

additional 0.3)

2 0.6 Formally adopted by Council

0.2 Publicised1 using at least one method for both business and the

public

0.2 At least 90% of actions consistent with policy

12 0.8 Compliant with HSC S18 Guidance Note 1 and consistent with

enforcement concordat principles

0.2 At least 80% of actions consistent with policy

03 0.5 Enforcement Policy Available

0.5 At least 70% of actions consistent with policy





NB Footnotes 2 & 3 apply to all tables in this matrix









1

Publicised

Business

 Document and or summary leaflet sent to all known businesses including changes in occupier

 Publicised in business newsletter or similar at least once a year

 Summary leaflet provided following every inspection

 Document and or summary leaflet available on Council website

Public

 Publicised once a year in Council newspaper

 Document or summary leaflet provided to all persons requesting service

 Document or summary leaflet openly available in public buildings

 Document and or summary leaflet available on internet site

2

Score in this and subsequent divisions is only achieved if all the criteria in the box below (denoted by a heavier line) are achieved or

bettered.

3

The score is the total of the Score column plus the incremental score appropriate in the Inc Column





Page 1 of 13

April 2004

Hampshire and IOW CEHOG Performance Improvement Group

Quality and Performance Matrix

OCCUPATIONAL HEALTH AND SAFETY



Score Inc Quality Assurance and Management Systems 

3 0.2 External accreditation to ISO 9000 series

0.2 Procedures covering all core and health and safety activities

0.2 Full internal auditing carried out

0.2 Documented peer review scheme covering all health and safety

enforcement officers

0.2 Active participation in Benchmarking Club4

2 0.2 Procedures covering at least 75% of core activities and 6 health &

safety activities

0.2 Full document control

0.2 HELA Strategy fully adopted

0.2 Limited internal auditing with management review

0.2 At least 50% of health and safety enforcement officers covered by

documented peer review scheme5

1 0.2 Procedures covering at least 50% of core activities and 4 health &

safety activities

0.2 Limited internal auditing6 with no management review7

0.2 System8 in place to monitor and maintain integrity of database

0.2 Participates in Inter-authority auditing in accordance with HSC S18

Guidance Note 4

0.2 Service Plan in accordance with HSC Guidance Note 3 agreed by

members

0 0.3 Procedures9 covering at least 25% of core activities10 and at least 2

health & safety activities11

0.3 Limited document control12

0.4 Participates in Inter-authority auditing13









4

Attending meetings of, and providing information to, County-wide or other benchmarking club whose remit is to enable qualitative and quantitative comparison and share best practice

5

Documented Peer Review Scheme must include all of the following

 management review of at least 10% of correspondence and inspection reports

 at least one accompanied inspection with each enforcement officer per year.

 all notices subject to peer review prior to issue (except prohibition notices where peer review is not possible due to the emergency nature of the problem)

6

Internal Auditing

Full - documented audit of whole quality system with management review over a 3 year period

Limited - anything less than full audit of the system.

7

Management Review

Audit reports are fully reviewed by Departmental Management, remedial action taken where appropriate and response made to auditors

8

Must include: -

 Checking of premises database against trade directory (e.g. Yellow Pages or similar) at least every year

 Annual survey of vacant premises

 Ensuring at least annually that all premises in the database are, where appropriate, included in the inspection programme

 Ensuring at least annually that all health and safety premises are appropriately risk rated in accordance with HELA/LAC 67/1 (revised) and are included in the inspection

programme

9

Procedures means documented procedure (This definition applies to all tables in this matrix)

10

Includes:-Recruitment, training, authorisation of officers, receipt and closure of service requests, formal actions (notices, prosecutions, formal cautions and works in default),

calibration of equipment, filing inc. electronic, service planning, complaints against the Service, performance management, communication with stakeholders, financial activities and

approval of suppliers.

11

Health and Safety Activities – planned inspections or equivalent activities, OSR registration, accident investigations, service requests; prohibition procedures, health & safety

education and promotion activities

12

Document Control

Full

Control of

 Internal procedures, work instructions and forms

 Health and Safety Commission Guidance

 Approved Codes of Practice

 HSE guidance

 Legislation and case law

Limited

Control of at least three of the above

13

Inter Authority Audit Service is subject to audit by another local authority at least every 5 years







Page 2 of 13

April 2004

Hampshire and IOW CEHOG Performance Improvement Group

Quality and Performance Matrix

OCCUPATIONAL HEALTH AND SAFETY



Score Inc Staff Competency 

3 0.2 Accreditation to Investors In People (IIP)

0.3 All staff undertake at least 10 hours of training per year

0.2 Active participation in a training officers group14

0.3 All identified service related development needs met for all staff

2 0.3 All identified high priority15 development needs met for all staff

0.3 Post training assessment16 undertaken following all courses and

seminars

0.4 All staff undertake at least 5 hours of training per year

1 0.6 All staff competent for the tasks undertaken in accordance with HSC

S18 Guidance Note 5

0.4 Staff Development Policy & Programme17 in accordance with HSC

S18 Guidance Note 5

0 0.4 Service managed by Competent Person in accordance with HSC S18

Guidance Note 5

0.4 At least 50% of staff18 competent for tasks undertaken in accordance

with HSC S18 Guidance Note 5

0.2 Training19 undertaken on an ad-hoc basis









14

Means a group of officers from a number of organisations

15

High priority means training and development required to maintain competency of the individual and the service

16

Assessment means analysis of feedback from delegates regarding the suitability and quality of the training and includes the taking of

appropriate remedial action

17

Staff Development Policy and Programme A document or documents demonstrating staff development needs and a timetable for

delivering training etc to fulfil those needs (may be mentoring, formal or informal training, workshops, coaching etc.)

18

Includes appropriate administrative staff

19

Training means training in health and safety subjects and in accordance with the principles of the CIEH CPD Scheme. For

administration staff this may include appropriate training in non-technical areas.





Page 3 of 13

April 2004

Hampshire and IOW CEHOG Performance Improvement Group

Quality and Performance Matrix

OCCUPATIONAL HEALTH AND SAFETY



Score Inc Communication with Stakeholders 

3 0.2 Service covered by Charter Mark

0.2 Local Business Partnership or similar liaison arrangements in place

0.2 Authority actively seeks Lead Authority relationships

0.2 At least one method of consultation with at least two stakeholders

undertaken annually

0.2 Performance information20 publicised at least annually

2 0.2 At least one method of formal consultation21 with one stakeholder

undertaken annually

0.3 Satisfaction surveys of at least 25% business customers undertaken

annually and results reviewed and acted upon

0.3 Satisfaction surveys of at least 25% public customers undertaken

annually and results reviewed and acted upon

0.2 Translation and similar services22 available

1 0.5 Satisfaction surveys of at least 10% of business customers

undertaken annually and results reviewed and acted upon

0.5 Satisfaction surveys of at least 10% of public customers undertaken

annually and results reviewed and acted upon

0 0.4 Satisfaction surveys at least 5% of business customers undertaken

annually

0.4 Satisfaction surveys23 at least 5% of public customers24 undertaken

annually

0.2 Equal opportunities policies and procedures adopted and

implemented









20

Must include at least results of performance against published standards and targets (inc Service Plan)

21

Consultation

Means communication with customers, not, necessarily linked to an event, which may be through questionnaires, local business

partnership, focus groups etc. to ascertain their views on the level, type and delivery of the service.

22

This should include translation into appropriate ethnic languages, large print and audio services

23

Satisfaction Survey

Means a survey carried out following an event such as an inspection to ascertain customer’s views on their satisfaction with the service

provided

24

Customers

Includes anyone requesting or receiving a service –e.g. complainants, other departments, other organisations and businesses







Page 4 of 13

April 2004

Hampshire and IOW CEHOG Performance Improvement Group

Quality and Performance Matrix

OCCUPATIONAL HEALTH AND SAFETY



Score Inc Derivation of Costs 

3 0.5 Time recording system in place where all elements of the service are

included

0.5 Costs of all elements of the service available

2 0.5 Time recording system in place where at least 4 elements of the

service are included

0.5 Costs of at least 4 elements of the service available

1 0.5 Time recording limited to recording details of at least 2 elements of

work listed

0.5 Costs available of at least 2 elements of the service available

0 0.5 Time recording system25 not broken down to more than health and

safety

0.5 Costs available for health and safety only









25

Time Recording System

The ability to identify time spent in undertaking all or some of the elements of the service involved:

i.e. Inspections, service requests, accident investigations, consultations, health and safety education and promotion.



If this is based on a sample this must be derived from a minimum of three, two-week periods at four monthly intervals







Page 5 of 13

April 2004

Hampshire and IOW CEHOG Performance Improvement Group

Quality and Performance Matrix

OCCUPATIONAL HEALTH AND SAFETY



Score Inc A & B Risk Premises Inspections 

3 0.4 Over a 12 month period 100% of categories B(1-2) premises due for

inspection have been inspected

0.2 Over a 12 month period 100% of categories B(3-4) premises due for

inspection have been inspected

0.2 Lead Authority always consulted where appropriate

0.2 Revisits are made in accordance with the Council’s enforcement

policy

2 0.5 Over a 12 month period at least 95% of categories B (1-2) premises

due for inspection have been inspected

0.3 Over a 12 month period at least 80% of categories B (3-4) premises

due for inspection have been inspected

0.2 Lead Authority consulted in at least 90% of appropriate cases

1 0.2 Over a 12 month period at least 100% of category A premises due for

inspection have been inspected

0.2 Over a 12 month period at least 80% of categories B (1-2) premises

due for inspection have been inspected

0.2 Over a 12 month period at least 60% of categories B (3-4) premises

due for inspection have been inspected

0.2 Lead Authority consulted in at least 50% of appropriate cases

0.2 HELA Strategy priorities26 addressed as part of inspection

0 0.4 Over a 12 month period at least 50% category A premises due for

inspection have been inspected

0.2 Over a 12 month period at least 50% categories B (1-4) premises

due for inspection27 have been inspected28

0.4 Priority Planning system in accordance with HSC S18 Guidance Note

2 operated









26

Authorities must be able to demonstrate that a system is in place to ensure that health and safety activity is focused on the HELA

priorities, this should be reflected in Service Plans and intervention records.

27

Due for Inspection

Based on risk rating derived from HELA/LAC67/1(revised) and at the following minimum intervals:

A 1 year

B1 2 years

B2 3 years

B3 4 years

B4 5 years

28

Inspection

Includes:

 Appropriate planning

 Identification of hazard and associated risk control

 Encouraging good practice

 Identification of breaches of legislation

 Decision on and taking of appropriate action









Page 6 of 13

April 2004

Hampshire and IOW CEHOG Performance Improvement Group

Quality and Performance Matrix

OCCUPATIONAL HEALTH AND SAFETY







Score Inc C Risk Premises 



3 0.7 Visit made to 100% C Risk category premises over 5-year period

0.3 HELA Strategy priorities addressed during contact and/or visits

2 0.7 Contact is made with 100% C Risk category premises over 5 year

period

0.3 Visit made to 50% C Risk category premises over 5-year period

1 1.0 Contact is made with at least 80% C Risk category premises over 5

year period

0 1.0 Contact29 is made with at least 50% C Risk category premises over 5

year period









29

Contact

Means planned visits, mail shots, attendance at training events, accident and complaint investigations





Page 7 of 13

April 2004

Hampshire and IOW CEHOG Performance Improvement Group

Quality and Performance Matrix

OCCUPATIONAL HEALTH AND SAFETY



Score Inc RIDDOR 

3 0.5/0.5 At least 95% of other accidents investigated in accordance with the

criteria given in the attached definitions if (100% additional 0.5)

2 0.5/0.5 At least 75% of other accidents investigated (if 90 % additional 0.5)

1 0.5/0.7 At least 30% of other accidents30 investigated (if 50% additional

0.2)

0.3 All accidents investigated

0 0.5/0.7 At least 50% of accidents investigated (if 75% additional 0.2)

0.3 At least 25% of accidents31 investigated32









30

Other accidents means reportable accidents not included in those that should be investigated in accordance with Annex A

31

See Annex A for definition of accidents requiring investigation

32

Investigated includes all of the following:

 Personal contact with complainant by the investigating officer

 Contact with premises concerned

 Assessment of whether a breach of legislation has taken place or is likely to take place

 Liaison with other agencies including Lead Authority if necessary

 Consideration of appropriate enforcement action in accordance with policy

 Maintain communication with complainant

 Max. 20 working days between contacts

 Inform complainant of action to be taken









Page 8 of 13

April 2004

Hampshire and IOW CEHOG Performance Improvement Group

Quality and Performance Matrix

OCCUPATIONAL HEALTH AND SAFETY



Score Inc Service Requests 

3 0.4 At least 98% of complaints responded to within 3 days

0.3 At least 98% of consultations responded to within 10 days

0.3 At least 98% of requests for advice/assistance responded to within 3

days

2 0.4 At least 90% of complaints responded to within 3 days

0.3 At least 50% of consultations33 responded to within 10 days

0.3 At least 50% of requests for advice/assistance responded to within 3

days

1 0.6 All complaints investigated

0.4 At least 75% of complaints responded to within 3 days

0 0.6 At least 50% of complaints investigated34

0.4 At least 50% of complaints35 responded36 to within 3 days 37









33

Consultations Planning consultations, building control consultations and includes making appropriate response

34

Investigated includes all of the following:

 Personal contact with complainant by the investigating officer

 Contact with premises concerned

 Assessment of whether a breach of legislation has taken place or is likely to take place

 Liaison with other agencies including Lead Authority if necessary

 Consideration of appropriate enforcement action in accordance with policy

 Maintain communication with complainant

 Max. 20 working days between contacts

 Inform complainant of action to be taken

35

Complaint Relates to potential or actual breaches of legislation

36

Responded to means a minimum of making the person requesting the service aware of who is dealing with the issue and that persons

contact details

37

Day Means working day and excludes day of receipt.









Page 9 of 13

April 2004

Hampshire and IOW CEHOG Performance Improvement Group

Quality and Performance Matrix

OCCUPATIONAL HEALTH AND SAFETY



Score Inc Education 

3 0.4 Full range of certificated courses38 offered at least annually, either by

the authority alone or in partnership with another provider

0.6 At least 6 training events meeting identified39 training needs

provided40 for local businesses annually

2 0.4 Limited range of certificated courses41 offered at least annually, either

by the authority alone or in partnership with another provider

0.6 At least 4 training events meeting identified training needs provided

for local businesses annually

1 0.4 CIEH Foundation course or equivalent offered at least annually,

either by the authority alone or in partnership42 with another provider

0.6 At least 2 training events meeting identified training needs43 provided

for local businesses annually

0 1.0 At least one training event44 provided for local businesses annually









38

Full Range of Certificated Courses All CIEH certificated courses (or equivalent nationally recognised courses)

39

Locally identified - Identified by the local authority by a variety of means which involve proactive consultation with customers.

40

Provided A substantial part of these events should be provided by the authority.

41

At least the CIEH Foundation Course and one other

42

Partnership May include anything from simple promotion of courses to provision of facilities, materials or tutors.

43

Identified training needs – Identified by the local authority by a variety of means but which do not involve proactive consultation with

customers.

44

Training Event Includes seminars, workshops, open days, breakfast briefings, talks to business either provided by the local authority

alone or in partnership with outside bodies or other local authorities





Page 10 of 13

April 2004

Hampshire and IOW CEHOG Performance Improvement Group

Quality and Performance Matrix

OCCUPATIONAL HEALTH AND SAFETY



Score Inc Promotion 

3 0.2 Structured health and safety award scheme available with at least

2.5% take up amongst eligible local businesses

0.2 Participation in local health alliance45 or similar

0.3 Safety Newsletter produced at least twice yearly for local businesses

0.3 Participation in at least 2 national or local campaigns

2 0.3 Structured health and safety award scheme46 available

0.4 Annual newsletter produced

0.3 Participation in at least one health and safety campaign annually

1 0.4 Full range of leaflets available

0.3 Participation in at least one health and safety campaign every 2

years

0.3 At least one newsletter produced every 2 years

0 0.4 At least 50% of full range of leaflets47 available

0.6 Promotional activities limited to newsletter or campaign participation

but not less than one every two years









45

Participation in Health Alliances Must involve ensuring health and safety at work related activities are considered as part of the

alliances activities and links to the HIMP

46

Health and Safety Award Scheme – includes healthy workplace schemes or similar. The scheme must be publicised to both businesses

and the public and be subject to at least a bi-annual review with stakeholders.

47

Full Range Means at least one leaflet on each of the following subjects is available (% shall be construed accordingly):



 All LA related current HELA Strategy Priorities where not covered below

 Health and Safety at Work, etc Act 1974

 When an Inspector Calls

 Health and Safety Policies

 COSHH

 Slips, Trips and Falls

 Stress

 Workplace requirements

 PPE

 RIDDOR

 Risk Assessment

 Electrical Safety

 First Aid

 Employee Consultation

 Employers Liability Insurance

 PUWER

 LOLER

 Asbestos

 Manual Handling

 Noise at Work

 Lone Working

 DSE

 Legionellosis

 Stress







Page 11 of 13

April 2004

Hampshire and IOW CEHOG Performance Improvement Group

Quality and Performance Matrix

OCCUPATIONAL HEALTH AND SAFETY



Annex A Criteria for Investigating RIDDOR Reports



All reports that meet the following criteria should be selected for investigation, subject to the

qualifications in Part C.



A DEFINED CIRCUMSTANCES:



1 All fatalities arising out of work activities except those relating to most road traffic

incidents.



2. The following major injuries to persons at work, as defined in the Reporting of

Injuries, Diseases and Dangerous Occurrence Regulations (RIDDOR) irrespective of

cause. All amputations of digit(s) past the first joint, amputation of hand/arm or

foot/leg, serious multiple fractures, crush injuries leading to major organ damage

(e.g. ruptured spleen) serious head injuries involving less of consciousness, full

thickness burns and scalds, permanent blinding of one or both eyes, scalping.



3. All incidents that result in a RIDDOR-defined major injury in the following categories:

workplace transport incidents, electrical incidents, falls from a height of greater than

2m, confined space incidents.



4. All RIDDOR-defined asphyxiation.



5. All reported cases of disease which meet the criteria for reportability under RIDDOR,

except those arising from circumstances/situations that have already been

investigated.



B CIRCUMSTANCES REQUIRING JUDGEMENT AS TO SERIOUSNESS:



6. All incidents likely to give rise to serious public concern where ² this is related to the

seriousness of the outcome, potential outcome, or breach of health and safety law.



7. Irrespective of the potential for serious public concern, all incidents resulting in

RIDDOR-defined major injuries, where it appears from the report that there is likely

to have been a serious breach ³ of health and safety laws.



8. Dangerous occurrences, where it appears from the report that the outcome/potential

outcome or apparent breach of law is serious.



C The following circumstances may qualify the criteria in Parts A or B



1. Inadequate resources due to other priorities (must be referred to CEHO or

equivalent)



2. Impracticability of investigation e.g. unavailability of witnesses or evidence or

disproportionate effort will be required.



3. No reasonably practicable precautions available for risk reduction.





Page 12 of 13

April 2004

Hampshire and IOW CEHOG Performance Improvement Group

Quality and Performance Matrix

OCCUPATIONAL HEALTH AND SAFETY





¹ Involvement in work-related road traffic incidents will be restricted to certain specific

situations. For example, where work vehicles are engaged in specific work activities,

other than travelling, on the public highway. This would include activities such as

hedge cutting, refuse collection and vehicle unloading. The role of health and safety

enforcing authorities in work-related road safety is currently being reviewed by the

Government’s Work-Related Road Safety Task Group.



² That is concern to the public in general, rather than to those individuals immediately

involved. Unless there is clear evidence to the contrary, the presumption is that

incidents involving children, vulnerable adults, multiple casualties and also where the

outcome/ potential outcome or breach is serious, will be included.



³ A serious breach of the law is one where it is expected that an enforcement notice or

a prosecution would be the outcome of the investigation









Page 13 of 13

April 2004


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