Insurance Review Checklist
Instructions to the Assessor
The candidate will review the certificates of the following insurances to ensure they are current and comply
with relevant legal requirements:
Construction insurance, covering materials and building being constructed (or similar insurance)
Subcontractor insurances
Workers’ compensation insurance
The candidate will use this Insurance Review Checklist template to document their review.
Before giving this template to the candidate
1. Access and review all the mandatory insurances for the project as well as the legal requirements
relevant to these insurances. These must include, at a minimum:
Construction insurance, covering materials and building being constructed (or similar
insurance)
Subcontractor insurance
Workers’ compensation insurance
2. Organise the insurance documents/certificates of insurance that the candidate will review as part of
this task. List all the mandatory insurance under the Mandatory Insurance for Review section.
3. Review the checklist items provided here and update them to reflect all the state/territory legal
requirements that apply to these insurances.
E.g. If the project is based in New South Wales, the checklist items for the construction insurance
here must be adapted to cover NSW’s requirements for home building compensation scheme as per
NSW State Insurance Regulatory Authority (SIRA).
Before the candidate commences with their review:
1. Review and discuss the contents of this checklist with the candidate.
2. Address any questions or clarifications they may have about the task or this checklist.
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After the candidate completes their review:
1. They will submit to you their completed this Insurance Review Checklist.
2. Review the candidate’s responses in their submission against the actual insurance documents they
reviewed for this task, including at a minimum:
Construction insurance, covering materials and building being constructed (or similar
insurance)
Subcontractor insurance
Workers’ compensation insurance
3. Confirm if the candidate has checked each item below correctly.
For example, if the candidate ticked YES for an item here, the assessor will review this against the
actual document, and they will confirm if the item is really addressed in the document reviewed.
4. Record your assessment of the candidate’s review under the Assessor’s Marking Checklist column.
For each checklist, item:
Tick YES if the candidate’s finding is the same as yours in your assessment.
Tick NO if the candidate’s finding is different from yours in your assessment.
Provide written constructive comments as these will give the candidate guidance on how to improve
their performance in this workplace assessment task.
5. Complete and sign the Assessor’s Declaration section. Your signature must be handwritten.
Instructions to the Candidate
Use this Insurance Review Checklist template to document your review of the mandatory insurances required
for the project. These must include, at a minimum:
Construction insurance, covering materials and building being constructed (or similar insurance)
Subcontractor insurances
Workers’ compensation insurance
Before starting your review, discuss the contents of this checklist with your assessor. Your assessor will
provide you with additional instructions on how to go about your review as well as discuss with you the
specific practical skills that you need to demonstrate while conducting construction safety inspection.
Ensure you have completed all fields in this checklist before submitting it to your assessor.
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INSURANCE REVIEW CHECKLIST
Candidate name
Workplace/organisation
Date of review
Details of the Building and Construction Project
Name of building and
construction project
Overview of this project
Project site address
State/territory
Mandatory Insurance for Review
The assessor must list here the mandatory insurance for this project which the candidate will be
reviewing for this task.
1. [Name of mandatory insurance covering materials and building]
2. [Name of insurance covering subcontractors]
3. [Workers compensation]
4.
5.
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The checklist items below are only generic legal requirements for construction insurance. The assessor must
adapt/add more sections and checklist items in this form to cover all mandatory insurance for this building
and construction project as well as legal requirements that apply to these insurances.
Insurance for review [Name of mandatory insurance covering materials and building] e.g.
Home building compensation cover, contract work insurance etc.
Checklist items: YES/NO Comments Assessor’s Marking
Checklist
1. The certificate of YES Did the candidate correctly
insurance shows that the check this item against the
NO
insurance is current and doc reviewed?
valid.
YES NO
Comments:
2. When entering the YES Did the candidate correctly
certificate number in check this item against the
NO
[Link], doc reviewed?
the certificate reviewed
YES NO
shows as valid and
current. Comments:
Insurance for review [Name of insurance covering subcontractors], e.g. Public LIability
Checklist items: YES/NO Comments Assessor’s Marking
Checklist
1. The certificate of YES Did the candidate correctly
insurance shows that the check this item against the
NO
insurance is current and doc reviewed?
valid.
YES NO
Comments:
2. The insurance covers YES Did the candidate correctly
property damage. check this item against the
NO
doc reviewed?
YES NO
Comments:
3. The insurance covers YES Did the candidate correctly
personal injury to another check this item against the
NO
person as a result of doc reviewed?
negligence.
YES NO
Comments:
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Checklist items: YES/NO Comments Assessor’s Marking
Checklist
4. The minimum covered in YES Did the candidate correctly
this insurance is $5 check this item against the
NO
million – or the minimum doc reviewed?
required for the project.
YES NO
Assessor to record here
minimm requirement for Comments:
this insurance as required
by the project.
Insurance for review [Name of insurance covering subcontractors], e.g. Public LIability
Checklist items: YES/NO Comments Assessor’s Marking
Checklist
1. The certificate of YES Did the candidate correctly
insurance shows that the check this item against the
NO
insurance is current and doc reviewed?
valid.
YES NO
Comments:
2. The correct insurance YES Did the candidate correctly
type is: check this item against the
NO
doc reviewed?
(Assessor to specify)
YES NO
Icare
Comments:
Self-insurer
Specialised
insurer
Source: Link
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Checklist items: YES/NO Comments Assessor’s Marking
Checklist
3. The insurance agent YES Did the candidate correctly
managing policies and check this item against the
NO
claims is approved: doc reviewed?
(Assessor to specify) YES NO
Employers Comments:
Mutual NSW
Limited
Allianz Australia
Worker’s
Compensation
(NSW) Limited
GIO General
Limited.
Allianz Australia
Insurance
Limited
Employers
Mutual Limited
QBE Insurance
(Australia)
Limited (QBE).
Assessor Declaration
By signing here, I confirm that I have reviewed and assessed the candidate’s responses in this
checklist against the workplace documents they reviewed for this task:
Construction insurance, covering materials and building being constructed (or similar
insurance)
Subcontractor insurances
Workers’ compensation insurance
I confirm that the responses I provided under the Assessor’s Marking Checklist are true and
accurately reflect the candidate’s performance in this workplace task.
Assessor’s signature
Assessor’s name
Date signed
END OF INSURANCE REVIEW CHECKLIST
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