📍 When to use this template
- Before any major equipment (e.g., Tower Crane, Batching Plant, Excavator, DG Set) is transported to the project site.
- Submitted by the Contractor's Plant & Machinery (P&M) in-charge to the PMC/Client for approval.
- A separate form is required for each individual piece of major equipment.
Sections & fields
Preview of the template structure. Download Excel to fill on site.
1Header / Project Information8 fields
Project Name
_____________
Contract Package No.
_____________
Form Reference No.
_____________
Date of Submission
_____________
Contractor Name
_____________
Prepared By (Contractor P&M)
_____________
Reviewed By (PMC)
_____________
Approved By (Engineer-in-Charge)
_____________
2Equipment Details8 fields
Equipment Name / Type
_____________
Make & Model
_____________
Equipment ID / Serial No.
_____________
Year of Manufacture
_____________
Capacity / Rating (e.g., 10 Ton, 500 KVA)
_____________
Proposed Location on Site (Attach Layout Drawing)
_____________
Expected Date of Arrival
_____________
Expected Duration on Site
_____________
3Operator & Crew Details6 fields
Operator Name
_____________
Operator License No. & Validity
_____________
Operator Experience (Years)
_____________
Helper/Rigger Name(s)
_____________
Skill Certification / Training Records (Attached)
_____________
Medical Fitness Certificate (Attached)
_____________
4Statutory & Safety Compliance Checklist8 fields
Third Party Inspection (TPI) Certificate (Attached)
_____________
TPI Certificate Validity Date
_____________
Road Tax / RTO Permit Copy (Attached)
_____________
Comprehensive Insurance Policy Copy (Attached)
_____________
Pollution Under Control (PUC) Certificate (Attached)
_____________
Original Purchase Invoice / Ownership Proof (Attached)
_____________
Operator's Competency Certificate (as per BOCW Rules)
_____________
Load Test Certificate (for lifting equipment)
_____________
5Mobilization Logistics5 fields
Transportation Method (e.g., Self-propelled, Trailer)
_____________
Proposed Route to Site
_____________
Required Site Preparations (e.g., Hardstand, Foundation)
_____________
Assembly / Erection Plan (if applicable)
_____________
Power / Fuel Requirement on Site
_____________
6PMC/Client Verification & Approval5 fields
Documents Verified By (PMC)
_____________
Physical Inspection Status (Pending / Done)
_____________
Remarks / Deficiencies Noted
_____________
Approval Status (Approved / Rejected / Approved with Conditions)
_____________
Signature & Stamp (Engineer-in-Charge)
_____________
💡 Sample filled excerpt
Equipment Name: Crawler Crane | Make & Model: SANY SCC600A | Capacity: 60 Ton | TPI Certificate Validity: 25-Dec-2024 | Operator Name: Mr. Suresh Kumar | License No.: MH0420180012345 (Valid till 15-Jul-2026) | Proposed Location: Grid A-5, near Tower 3.
⚖ Compliance notes
- Helps comply with BOCW Rules, 1998, Rule 56 (Transport and Earth Moving Equipment) and Rule 57 (Lifting Appliances).
- Provides necessary documentation for safety audits and inspections by the Labour Department or client safety teams.
- Forms a key part of the Contractor's Plant & Machinery (P&M) records, often required for bill certification.
- Fulfills contractual obligations under the General Conditions of Contract (GCC) regarding equipment fitness and safety.