This Customer Plant Demonstration and Handover SWMS (Safe Work Method Statement) is pre-filled for hire branches demonstrating plant to customers and handing it over. It covers 25 activities, from licence and competency checks and between-hire inspections to loading, delivery, handover paperwork and emergency response, with the hazards, control measures and risk ratings before and after controls for each. It's written by WHS specialists, aligned to Australian WHS legislation, and fully editable in Microsoft Word.
Who it's for
Equipment and plant hire companies
Hire branch counter and yard workers
Machinery dealers who demonstrate plant to buyers
Tool and equipment hire franchises
Delivery drivers who hand over hire plant on site
A SWMS isn't only for construction. Plenty of hire businesses use one as the written risk assessment for a task, the same way others use a JSA or Safe Work Procedure.
Use it to
Show clients, insurers and auditors how you manage the risks
Apply for tenders, contracts and supplier panels
Get through prequalification with Avetta, Cm3 and other contractor portals
Induct new workers and train them in the task
What this SWMS covers
Checking customer licences, competency and plant suitability before release
Between-hire inspection, function testing and electrical test and tag
Yard traffic, demonstration area set-up and keeping visitors and children clear
Refuelling, LPG and lithium-ion battery fire risks
Running the plant and the customer's supervised trial run
Carbon monoxide from engines run indoors and silica from concrete saws and grinders
EWP and mobile scaffold familiarisation, and overhead powerlines
Noise and hand-arm vibration from repeat demonstrations
Loading onto customer vehicles and trailers, and load restraint
Delivery to customer sites and after-hours or remote hires
Customer aggression at the counter and handover documentation
Emergency response to crush, entanglement, falls, fire or injection injuries
What's included
Hazards and control measures for 25 work activities
Risk ratings before and after controls, with a 5x5 risk matrix and the hierarchy of controls
PPE requirements checklist and high risk construction work checklist
Plant and equipment list, materials, between-hire inspections, test and tag and EWP logbook requirements
Relevant Australian Standards, including AS/NZS 3760 for electrical testing and AS 2550.10 for EWPs
Licence guidance for telehandlers, including why an LF licence doesn't cover them
Site specific hazards section for anything unique to your job
Worker sign-off sheet and worker consultation record
Why use this template
Saves hours compared with writing a SWMS from a blank page
Covers the most common hazards and control measures for this work, ready to use out of the box
Fully editable, so you can add, remove or change anything to suit your site and how your team works
Helps your business stay compliant, with risk ratings, worker sign-off and consultation records already set up
How it works
Buy online and download straight away. You'll also get an email with your link.
Add your logo, ABN, project and site details.
Check it suits your site and task, edit anything you need to, and consult your workers before you finalise it.
Brief your team and collect signatures.
Common questions
Do I need a SWMS for plant demonstrations and handovers?
At the branch, no. Demonstrating and handing over hire plant isn't high risk construction work, so a SWMS isn't a legal requirement there. If you hand over on a construction site, one may be needed, for example where powered mobile plant is moving or someone could fall more than 2 metres. Either way you still have to manage the risks, and a SWMS is a practical way to record how.
Does it cover telehandler licences?
Yes. It explains that a telehandler isn't a forklift, so an LF licence doesn't cover it, and that the licence class depends on the jurisdiction, the machine's rated capacity and the attachment fitted. It also notes the Victorian rule for non-slewing telehandlers rated over 3 tonnes.
Can I change it?
Yes. It's a Microsoft Word file, so you can add, remove or change any hazard, control or rating, and add your own logo and details.
Does it suit my state?
Yes. It's written to the model WHS laws and suits all states and territories, including Victoria under the OHS Act and Regulations.
What if it doesn't suit my work?
You're covered by our 30-day money-back guarantee if it isn't fit for purpose.
