Facilities Management Health & Safety Requirements

Health and safety guidance for UK facilities managers covering contractor management, building maintenance, fire safety, Legionella, asbestos, electrical systems, and regulatory compliance.

Contractor accidentsAsbestos exposureLegionella in water systemsFire safety failuresElectrical hazardsWorking at heightLift and equipment failuresBuilding-related injuriesPlant room hazardsConfined spaces

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Facilities managers sit at the intersection of multiple health and safety responsibilities. You're accountable for the safety of the buildings you manage, the people who occupy them, the contractors who maintain them, and the systems that keep them running.

Getting this wrong doesn't just mean enforcement action - it means preventable deaths, serious injuries, and buildings that aren't safe to occupy.

This guide covers the essential health and safety requirements for facilities management in the UK.

Your Core Responsibilities

As a facilities manager, your duties typically include:

Building safety:

  • Maintaining safe premises under the Workplace Regulations
  • Managing fire safety under the Regulatory Reform (Fire Safety) Order
  • Controlling access and security
  • Ensuring building fabric is safe

Systems and services:

  • Electrical installations and equipment
  • Heating, ventilation, and air conditioning (HVAC)
  • Lifts, hoists, and access equipment
  • Water systems and Legionella control
  • Pressure systems and boilers
  • Emergency systems (lighting, alarms, sprinklers)

Compliance and documentation:

  • Asbestos register and management plan
  • Statutory inspections and testing
  • Risk assessments and method statements
  • Contractor competence and coordination
  • Record keeping and audits

People management:

  • Direct reports and FM team
  • Contractor supervision and coordination
  • Training and competence
  • Incident reporting and investigation
Important:

Your role is often split: you may be the "responsible person" for some areas (like fire safety) while supporting others (like DSE assessments). Clarity on who owns what is essential.


Contractor Management

Contractor management is one of the highest-risk areas in facilities management. Contractor deaths and serious injuries on premises regularly lead to prosecutions of both the contractor and the facilities manager or building owner.

Your Legal Duties

Under the Management Regulations, you must:

  • Provide information about risks in the building
  • Coordinate activities to prevent risks to contractors and occupants
  • Ensure contractors' work doesn't create risks for building users
  • Check contractor competence
  • Share emergency procedures

Pre-Qualification and Competence

Before appointing contractors, verify:

  • Relevant qualifications and certifications
  • Insurance (public and employers' liability)
  • Health and safety policies and procedures
  • Previous experience and references
  • Membership of trade bodies where relevant
Warning:

"They've been here for years" isn't evidence of competence. Verify credentials annually, especially for high-risk activities like asbestos work, electrical installations, or working at height.

Permit to Work Systems

High-risk activities should operate under permit to work:

ActivityWhy Permit Needed
Hot work (welding, cutting)Fire risk in occupied buildings
Work on electrical systemsRisk of electrocution, building power loss
Confined space entryAtmospheric hazards, rescue difficulties
Work at heightFall risks, dropped objects
Asbestos disturbanceHealth hazard to building users
Breaking into pipeworkLegionella, scalding, flooding risks

Permit systems should cover:

  • Description of work and location
  • Identified hazards and controls
  • Precautions required
  • Emergency procedures
  • Authorisation and time limits
  • Sign-off when complete

Induction and Site Rules

All contractors should receive:

  • Building-specific induction
  • Emergency procedures (fire, first aid)
  • Key risks (asbestos locations, electrical rooms, fragile roofs)
  • Access restrictions and prohibited areas
  • Reporting requirements
  • Site rules (signing in, PPE, working hours)

Monitoring and Supervision

Don't just hand over keys and assume competence:

  • Monitor high-risk activities
  • Check method statements are followed
  • Conduct spot checks
  • Review near misses and incidents
  • Learn from problems

Good vs Poor Contractor Management

Poor Practice

  • Contractor chosen on price alone
  • No check of qualifications or insurance
  • Minimal induction or none at all
  • Left unsupervised in building
  • Incidents not reported or reviewed

Good Practice

Recommended
  • Competence verified before appointment
  • Clear scope, method statement, risk assessment
  • Site-specific induction completed
  • High-risk work monitored and permitted
  • Regular communication and safety checks

Asbestos Management

If you manage any building constructed or refurbished before 2000, asbestos is almost certainly present. As the duty holder (often the facilities manager), you have legal obligations.

The Duty to Manage

Under the Control of Asbestos Regulations 2012, duty holders must:

  • Find asbestos or presume it's there
  • Assess its condition and risk
  • Make a plan to manage the risk
  • Act on the plan
  • Review and update regularly
  • Provide information to anyone who might disturb it

Asbestos Register and Management Plan

The asbestos register must:

  • Record all known or presumed asbestos-containing materials (ACMs)
  • Note location, type, condition, and accessibility
  • Be kept up to date when work is done
  • Be accessible to anyone who might disturb materials

The management plan must:

  • Assess the risk from each ACM
  • Detail how risks will be managed
  • Set inspection schedules
  • Define trigger actions if condition changes
  • Specify training and information provision

Asbestos Surveys

Three types of survey exist:

Survey TypePurposeWhen Needed
Management SurveyTo manage ACMs during normal occupationAll buildings with potential asbestos
Refurbishment SurveyBefore refurbishment workWhen planning alterations or upgrades
Demolition SurveyBefore demolitionPrior to full or partial demolition

A management survey is NOT sufficient for refurbishment work. Many prosecutions result from contractors disturbing asbestos that wasn't identified because the wrong survey type was used.

Working with Asbestos

If work will disturb asbestos:

  • Check the register before ANY work begins
  • Provide asbestos information to contractors
  • Ensure contractors are trained and licensed (if required)
  • Supervise work to ensure controls are followed
  • Update register after work is completed

Common asbestos locations:

  • Ceiling tiles and wall panels
  • Insulation on pipes and boilers
  • Textured coatings (Artex)
  • Floor tiles and adhesives
  • Cement roofing and guttering
  • Insulating board around services
  • Fuse boxes and electrical panels

Re-Inspection

Asbestos in good condition should be inspected at least annually, or more frequently if:

  • In poor condition
  • Easily accessible or likely to be disturbed
  • In high-traffic areas
  • Subject to vibration or damage risk

Legionella Control

Facilities managers typically own Legionella risk management, as they control water systems.

Legal Requirements

The Health and Safety at Work Act and Control of Substances Hazardous to Health Regulations require assessment and control of Legionella risks. HSE's ACoP L8 provides detailed guidance.

Your Duties

  1. Identify hazards - map water systems, identify risks
  2. Assess risks - determine who might be exposed and how
  3. Manage risks - implement control measures
  4. Keep records - document assessments and control measures
  5. Review regularly - when systems change or annually

Risk Factors

Legionella thrives when:

  • Water temperature is between 20°C and 45°C
  • Water is stored or recirculated
  • Water droplets are created (showers, cooling towers, fountains)
  • Sludge, scale, or biofilm is present
  • There are dead legs or infrequently used outlets

Control Measures

Temperature control:

  • Hot water stored at 60°C minimum
  • Hot water circulating return at 50°C minimum
  • Cold water below 20°C (ideally below 15°C)

System management:

  • Remove dead legs where possible
  • Flush infrequently used outlets weekly
  • Clean and disinfect systems regularly
  • Descale shower heads quarterly
  • Keep cold water tanks covered and insulated

Monitoring and testing:

  • Monthly temperature checks at sentinel taps
  • Quarterly checks of TMVs (thermostatic mixing valves)
  • Annual inspection of tanks and calorifiers
  • Risk-based sampling and testing for Legionella
Note:

The frequency of checks depends on your risk assessment. High-risk buildings (hospitals, care homes, hotels) need more frequent monitoring than low-risk offices.

Cooling Towers and Evaporative Condensers

These are very high risk and must be:

  • Notified to the local authority
  • Subject to a written scheme of control
  • Cleaned and disinfected at least twice yearly
  • Treated with biocides
  • Monitored regularly (weekly inspections, monthly sampling)

Record Keeping

Keep records of:

  • Legionella risk assessments
  • Schematic drawings of water systems
  • Written scheme of control
  • Temperature monitoring logs
  • Inspection and maintenance records
  • Cleaning and disinfection certificates
  • Training records
  • Test results

Fire Safety

As facilities manager, you may be the "responsible person" under the Regulatory Reform (Fire Safety) Order 2005, or you may support the responsible person (often a senior manager).

The Responsible Person's Duties

  • Carry out a fire risk assessment
  • Implement and maintain fire precautions
  • Plan for emergencies
  • Provide fire safety information and training
  • Test and maintain fire systems and equipment
  • Keep records

Fire Risk Assessment

Your assessment must identify:

  • Fire hazards (ignition sources, fuel, oxygen)
  • People at risk (employees, visitors, vulnerable persons)
  • Existing fire precautions
  • Likelihood and consequences of fire
  • Additional measures needed

Common hazards in buildings:

  • Electrical equipment and installations
  • Heating systems and boilers
  • Cooking appliances
  • Portable heaters
  • Smoking materials
  • Arson risk (external waste, access points)
  • Flammable materials storage
  • Building works by contractors

Fire Detection and Warning

Fire alarm systems:

  • Type and category appropriate to building use and risk
  • Weekly alarm tests (rotate call points)
  • Six-monthly servicing by competent engineer
  • Annual full service and certification
  • Records kept of all tests and maintenance

Emergency lighting:

  • Installed in escape routes and assembly points
  • Monthly function tests (brief check lights operate)
  • Annual full discharge test (3-hour duration test)
  • Servicing by competent person
  • Records maintained

Means of Escape

Check regularly:

  • Fire doors close properly and aren't wedged open
  • Escape routes are clear of obstructions
  • Exit doors open easily in direction of escape
  • Signage is visible and illuminated
  • No storage in escape routes or stairwells
  • External routes to assembly points are clear

Fire doors wedged open is one of the most common and most serious fire safety failures. Install hold-open devices linked to the fire alarm if doors need to be held open for operational reasons.

Firefighting Equipment

  • Appropriate extinguishers for the risks present
  • Located on escape routes and near high-risk areas
  • Annual maintenance by competent person
  • Staff trained in use (fire marshals at minimum)
  • Records of maintenance and training

Fire Drills and Training

  • Fire drills at least annually (more often for high-risk or high-occupancy buildings)
  • All staff trained in fire procedures on induction
  • Refresher training annually
  • Fire marshals trained and appointed
  • Drills documented with lessons learned

Electrical Safety

The Electricity at Work Regulations 1989 place absolute duties on those controlling electrical systems and equipment.

Fixed Electrical Installations

Inspection and testing:

  • Periodic inspection and testing by competent electrician
  • Frequency based on risk (typically 3-5 years for commercial premises)
  • EICR (Electrical Installation Condition Report) produced
  • Remedial work completed for C1 and C2 codes
  • Records kept and available

Maintenance:

  • Planned preventive maintenance for distribution boards and switchgear
  • Thermal imaging for high-load circuits
  • Emergency lighting circuits tested separately
  • Generator and UPS systems tested and maintained

Portable Electrical Equipment

While "PAT testing" isn't a legal term, inspection and testing of portable equipment is required.

Risk-based testing:

  • Equipment type and use determines frequency
  • Low-risk office equipment: visual checks + testing every 2-4 years
  • High-risk equipment (construction tools, portable heaters): testing every 3-6 months
  • User visual checks before each use
  • Records kept of all testing

Common Electrical Issues in FM

  • Overloaded circuits from building modifications
  • Poor-quality temporary wiring by contractors
  • Damaged cables and equipment not taken out of use
  • Electrical rooms used for storage (fire risk, access issues)
  • Lack of isolation for maintenance work
  • Emergency systems not tested or maintained

Electrical Safety: Reactive vs Proactive

Reactive Approach

  • Test when something fails
  • No planned inspection schedule
  • Electrical rooms cluttered with storage
  • Contractor modifications not checked
  • Records missing or incomplete

Proactive Approach

Recommended
  • Regular inspection and testing schedule
  • Thermal imaging for early fault detection
  • Electrical rooms kept clear and secure
  • Modifications inspected and certified
  • Complete records and compliance tracking

Lifts and Lifting Equipment

LOLER (Lifting Operations and Lifting Equipment Regulations) applies to lifts, hoists, lifting platforms, and other lifting equipment.

Requirements

Thorough examination:

  • Before first use (or after installation)
  • At intervals specified in the scheme of examination (typically 6 or 12 months)
  • After exceptional circumstances (accident, near miss, modification)
  • By a competent person (usually specialist engineer)

Records:

  • Reports of thorough examination kept available
  • Defects noted must be addressed
  • Statutory notices displayed in lifts

Safe operation:

  • Rated capacity not exceeded
  • Only authorised persons operate (where controls are restricted)
  • Maintenance in line with manufacturer's instructions
  • Users trained where needed

Common Issues

  • Expired thorough examination certificates
  • Defects not rectified
  • Overloading (especially goods lifts)
  • Poor maintenance leading to breakdowns or entrapment
  • Emergency procedures not tested or communicated

Pressure Systems

Boilers, steam systems, compressed air systems, and other pressure systems fall under the Pressure Systems Safety Regulations 2000.

Requirements

Written scheme of examination:

  • Prepared by competent person
  • Defines what must be examined and when
  • Typically involves examination of pressure vessels, protective devices, and pipework

Examination:

  • At intervals specified in the scheme (commonly annually)
  • Before first use or after significant modification
  • By competent person (often insurance company engineer)

Operating procedures:

  • Safe operating limits defined
  • Procedures for safe operation
  • Training for operators
  • Emergency procedures

Maintenance:

  • Regular maintenance to manufacturer's instructions
  • Defects identified in examinations must be addressed
  • Records kept

Working at Height

Facilities maintenance often involves work at height - roof access, lighting changes, facade maintenance, gutter cleaning.

Hierarchy of Control

  1. Avoid working at height if possible
  2. Prevent falls using edge protection, guardrails, scaffolding
  3. Mitigate consequences with fall arrest equipment (last resort)

Common FM Scenarios

TaskSuitable Control
Roof inspectionPermanent walkways, guardrails, or harness system
Changing high-level lightsMobile elevated work platform (MEWP), podium steps, or fixed ladder with safety features
Gutter cleaningMEWP, scaffold, or ladder (short duration only)
Facade maintenanceScaffold, rope access, or MEWP
Plant room work at heightFixed platforms with guardrails

Equipment Requirements

  • Inspected before use
  • Formally inspected at required intervals (scaffolds weekly, MEWPs 6-monthly)
  • Users trained and competent
  • Rescue plans in place for fall arrest systems
  • Records kept

Building Maintenance and Inspections

Proactive inspection and maintenance prevents failures that cause injuries and regulatory breaches.

Statutory Inspections

Create a schedule of all statutory inspections:

SystemInspectionFrequency
Fire alarmTestWeekly
Fire alarmServiceSix-monthly / annual
Emergency lightingFunction testMonthly
Emergency lightingFull dischargeAnnual
Fire extinguishersServiceAnnual
LiftsThorough examination6-12 months
Pressure systemsExaminationAnnual (typically)
Electrical installationEICR3-5 years
LegionellaTemperature checksMonthly
LegionellaRisk reviewAnnual
AsbestosRe-inspectionAnnual
Gas appliancesServiceAnnual

Fabric and Maintenance

Regular checks:

  • Floor condition (trip hazards, worn surfaces)
  • Stairways and handrails
  • Glazing integrity
  • Roof condition (leaks, access safety)
  • External areas (paths, drainage, lighting)
  • Doors and access control
  • Signage (safety, wayfinding, emergency)

Workplace Welfare

The Workplace (Health, Safety and Welfare) Regulations require suitable facilities and working conditions.

Temperature and Ventilation

  • Reasonable temperature during working hours (guidance: 16°C minimum for offices)
  • Heating, ventilation, or cooling systems maintained
  • Thermometers available
  • Ventilation systems serviced (filters changed, ductwork cleaned)

Lighting

  • Adequate lighting for all work areas
  • Emergency lighting in escape routes
  • Natural light where reasonably practicable
  • Lights maintained and replaced promptly

Welfare Facilities

Toilets and washing:

  • Sufficient for workforce
  • Clean and maintained
  • Hot and cold running water
  • Soap and hand drying

Drinking water:

  • Readily accessible
  • Clearly marked
  • Cups provided

Rest facilities:

  • Suitable area for breaks
  • Seating and tables
  • Facilities for eating meals
  • Arrangements for pregnant workers and nursing mothers

Cleanliness and Maintenance

  • Regular cleaning schedules
  • Waste removed frequently
  • Pest control measures
  • Building fabric maintained
  • Repairs completed promptly

Risk Assessments and Method Statements

As FM, you'll both conduct your own risk assessments and review contractors' documents.

Your Own Assessments

For FM activities, assess:

  • Routine maintenance tasks
  • Access to plant rooms and roof spaces
  • Lone working (evening rounds, out-of-hours call-outs)
  • Manual handling (moving equipment, furniture)
  • Hazardous substances (cleaning chemicals, water treatment)
  • Vehicle movements (deliveries, loading bays)

Contractor RAMS

Review contractor risk assessments and method statements (RAMS) before work starts:

Check they address:

  • Specific hazards of the task and location
  • Risks to building users and other contractors
  • Emergency procedures
  • Permits required
  • Competence and training
  • PPE and equipment needed
Warning:

Generic RAMS copied from previous jobs are often inadequate. If a method statement doesn't mention your building by name or address site-specific hazards, send it back.


Record Keeping

Comprehensive records demonstrate compliance and support defences if incidents occur.

Essential Records

Keep up to date:

  • Asbestos register and management plan
  • Fire risk assessment
  • Legionella risk assessment and monitoring logs
  • Electrical test certificates (EICR, PAT)
  • Lift and pressure system examination reports
  • Fire alarm and emergency lighting test logs
  • Contractor competence verification
  • Permits to work
  • Training records (staff and contractors)
  • Incident reports and investigations
  • Statutory notices (lift certificates, fire safety)

Record Retention

  • Current records: readily accessible
  • Asbestos records: keep for life of building
  • Statutory inspections: keep current and previous certificate
  • Training records: keep for duration of employment plus 6 years
  • Incident records: minimum 3 years, longer for RIDDOR or personal injury

Training and Competence

Ensure your team (and yourself) have appropriate training:

Common FM Training Needs

RoleTypical Training
FM ManagerIOSH Managing Safely, asbestos awareness, fire safety, Legionella awareness
Maintenance TechnicianTrade qualifications, working at height, confined spaces, permit issuing
HandypersonManual handling, ladder safety, basic asbestos awareness
All FM staffFire safety, first aid, incident reporting

Continuing Professional Development

  • Stay current with regulation changes
  • Professional body membership (IWFM, BIFM)
  • Sector-specific updates (fire safety, asbestos, Legionella)
  • Learn from incidents and near misses
  • Share knowledge across the team

Common Compliance Failures

Based on HSE enforcement, these are frequent FM failures:

Planning and Management

  • No clear allocation of responsibilities
  • Lack of coordination between contractors
  • Inadequate contractor competence checks
  • Statutory inspections missed or expired
  • Poor record keeping

Asbestos Management

  • No asbestos survey or register
  • Register not updated after refurbishment
  • Contractors not given asbestos information
  • Wrong survey type for the work being done
  • Asbestos disturbed before being identified

Fire Safety

  • Fire doors wedged open
  • Escape routes obstructed or used for storage
  • Fire alarm not tested weekly
  • Emergency lighting not maintained
  • Out-of-date fire risk assessment

Legionella

  • No risk assessment
  • Water temperatures not monitored
  • Dead legs not flushed
  • Cooling towers not notified or maintained
  • No records of control measures

Electrical Safety

  • Expired EICR
  • Portable equipment not tested
  • Electrical rooms used for storage
  • Defects identified but not rectified
  • No isolation procedures for maintenance

Frequently Asked Questions

Frequently Asked Questions

It depends. The responsible person is usually the employer or person with control of the premises. In many organisations, this is delegated to the facilities manager. Check your job description and ask senior management for clarity in writing. If you're not the responsible person, you likely support them by managing fire systems and contractors.

Possibly. While asbestos was banned in 1999, materials containing asbestos were used until stocks ran out in the early 2000s. Buildings from 2000-2005 should be checked. Even newer buildings might contain imported materials with asbestos. If in doubt, survey or presume presence.

Weekly. Activate a different call point each week to ensure all are functional. This is a legal requirement under the Regulatory Reform (Fire Safety) Order. Also arrange six-monthly or annual servicing by a competent engineer depending on your system complexity.

A management survey is non-intrusive and identifies asbestos likely to be disturbed during normal occupation. A refurbishment survey is intrusive and identifies all asbestos in the areas where work will take place. You need an R&D survey before any refurbishment, regardless of whether you have a management survey.

No. While contractors are responsible for their own work, you have duties to coordinate, provide information about building risks, and ensure their work doesn't endanger building users. Failures in contractor management regularly lead to prosecutions of both the contractor and the building manager.

Legionella is naturally present in water systems - the question is whether conditions allow it to multiply to dangerous levels. You control risk by managing water temperatures, removing dead legs, and flushing infrequently used outlets. Testing for Legionella bacteria can be part of monitoring, but control measures are based on temperature and system management, not just testing.

It depends. A single building might have one comprehensive assessment, or separate assessments for distinct areas with different uses (e.g., office floors, retail ground floor, car park). Multi-building sites might have one overarching assessment plus building-specific details. The key is that all fire risks are identified and addressed.

Keep statutory inspection certificates (current plus previous), fire safety records (indefinitely), asbestos records (life of building), training records (employment duration plus 6 years), and incident reports (minimum 3 years, longer for serious incidents). Digital storage is acceptable if secure and accessible.

If you're competent and authorised. Permit issuers should understand the hazards of the work and building, be able to specify appropriate controls, and have authority to halt work if conditions change. Many organisations require specific training for permit issuers. High-risk work should involve senior FM or technical staff in permit authorisation.

At minimum: IOSH Managing Safely or equivalent, asbestos awareness, Legionella awareness, fire safety (responsible person level), electrical safety awareness. Depending on your role, you might also need working at height, confined spaces, permit issuing, and specific training for systems you manage. Professional body membership (IWFM) includes CPD requirements.


Getting Professional Help

Facilities management involves complex health and safety obligations. Professional advice is valuable for:

  • Complex buildings - Multiple systems, high-risk activities, large buildings
  • Specialist assessments - Asbestos, Legionella, fire safety, electrical
  • Incident support - Investigating serious incidents, responding to enforcement
  • Compliance audits - Independent verification of compliance status
  • Major projects - Refurbishments, plant replacements, building modifications

Overwhelmed by compliance demands or unclear about your responsibilities? A specialist can audit your arrangements and help you prioritise the most critical risks.

Speak to a professional

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*This guidance covers key health and safety requirements for UK facilities managers. It is not exhaustive and does not constitute legal advice.

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