stage,action,completion_evidence,responsible_owner,due_date,completed_date,evidence_reference,exception_and_action
Define the service and exclusions,"Write a task catalogue covering surfaces, rooms, frequencies, operating hours and acceptance criteria. Exclude hazardous work, unassessed height/confined-space tasks, regulated pest control and security guarding unless separately qualified and authorised. Section 7 of the sanitation law prohibits hazardous sewer/septic cleaning; ordinary cleaning contracts must not become a route to such work.",Task specification and prohibited/out-of-scope work list.,,,,,
Survey the site safely,"Record areas, occupancy patterns, access, utilities, storage, sensitive equipment and risks. Ask who controls isolation, permits-to-work and emergency response. Photograph only with lawful consent and avoid personal information. A quick floor-area measurement does not capture washrooms, high-touch areas, waste arrangements or restricted work windows.",Site survey and risk assessment.,,,,,
Build the staffing and equipment plan,"Estimate task hours, travel, setup, supervision, leave and relief from the actual scope. Select suitable equipment and chemicals with competent advice and supplier instructions. Do not mix chemicals or improvise hazardous methods. Plan safe storage, personal protection and training rather than expecting staff to bring undocumented products.",Resource plan and product/equipment register.,,,,,
Determine employment and site obligations,"Clarify who employs and supervises workers and how the client’s site obligations interact with the contractor’s duties. Assess applicable labour, establishment and local requirements for the actual workforce and activity. Use current operative rules and wage notifications, not a generic national labour-cost percentage.",Jurisdiction and role-based compliance matrix.,,,,,
Price the service with change protection,"Include wages, applicable employment costs, relief, consumables, equipment maintenance, travel, supervision, insurance and credit cost. Define a process for extra areas, events, changed frequency and wage revisions. A low fixed quote without change control can become loss-making as the client quietly expands the scope.",Cost sheet and signed change mechanism.,,,,,
Train and induct the team,"Verify role competence, provide appropriate training and explain safe use, access, emergency and grievance procedures. Coordinate with the site owner before work starts. Keep chemical information accessible and prevent untrained staff from tackling unfamiliar hazards. Staff should know they can stop unsafe work without being penalised for meeting a sales promise.","Induction, training and acknowledgement records.",,,,,
Mobilise with a baseline inspection,"Agree the starting condition and any pre-existing damage, inventory customer-provided equipment and define service acceptance. Test the reporting and escalation channel. Separate recoverable mobilisation costs and deposits from recurring service fees. Confirm the client contact authorised to request extras and approve service reports.",Handover baseline and mobilisation checklist.,,,,,
Deliver and verify quality,"Use task checklists, proportionate attendance evidence and supervisor sampling. Record missed or restricted areas and corrective work rather than marking every task complete automatically. Protect occupants, privacy and property. Quality measures should relate to the agreed service and safety, not only photographs or staff headcount.",Service log and signed exception/correction record.,,,,,
Invoice and manage service failures,"Submit the agreed service evidence, approved extras and invoice reconciliation. Distinguish an actual service defect from a new requirement. Investigate property damage or safety complaints promptly and use insurance/contract remedies where appropriate. Avoid arbitrary wage deductions to recover a disputed client deduction.",Invoice pack and complaint/claim record.,,,,,
Renew or demobilise orderly,"Review contribution by site after rework, travel, relief and payment delay. Reprice or exit persistently unviable contracts through lawful notice and handover. Return access cards and client property, settle workers and suppliers, remove materials safely and preserve relevant incident and service records.",Renewal decision and demobilisation sign-off.,,,,,