In This Guide
Understanding Survey Types Under HSG264
HSG264, the HSE's guidance document on asbestos surveys, defines two main survey types: Management Surveys and Refurbishment/Demolition Surveys. Each serves a distinct purpose and uses different methodologies. Choosing the correct survey type is essential for legal compliance and safety.
Management Survey: Purpose and Methodology
A management survey is designed to locate asbestos-containing materials (ACMs) that could be disturbed during normal occupancy, routine maintenance, and foreseeable activities. The survey normally involves minor intrusive work, such as lifting ceiling tiles and opening access panels, with all areas inspected as far as reasonably practicable and representative materials sampled; any areas not accessed are recorded and presumed to contain asbestos. It forms the foundation of your asbestos management plan and register.
Refurbishment/Demolition Survey: Purpose and Methodology
A refurbishment or demolition survey is required before any work that disturbs the building fabric. Its scope must match the proposed works, including investigation behind walls, above ceilings, and within floor voids as appropriate. Intrusive inspection and representative sampling of suspect materials are used to identify asbestos as far as reasonably practicable within that scope. Access restrictions, areas not inspected, and limitations are recorded in the report so they can be addressed in safe work planning.
Key Differences at a Glance
The management survey normally involves minor intrusive work and covers all areas of the building as far as reasonably practicable for ongoing management; any areas not accessed are recorded in the report and presumed to contain asbestos. The refurbishment survey is fully intrusive but limited to the work area. Management surveys assume the building remains undisturbed; refurbishment surveys assume all materials in the work area will be disturbed. Management surveys can be phased; refurbishment surveys must be complete before work starts.
When Each Survey Type Is Required
Commission a management survey when: taking on new premises, fulfilling duty to manage obligations, or updating an existing register. Commission a refurbishment/demolition survey when: planning any building work that disturbs the fabric, prior to strip-out or demolition, before installing new services, or when a management survey indicates further investigation is needed in work areas.
Can You Combine Both Survey Types?
Yes. A combined approach is often efficient when you have both ongoing management responsibilities and planned works. The management survey covers the entire building, while the refurbishment survey provides detailed intrusive inspection of specific work areas. This avoids duplicate mobilisation costs and ensures comprehensive coverage.
Need Expert Guidance?
Our BOHS-qualified surveyors can help you understand your specific requirements and ensure full compliance.
Frequently Asked Questions
Can a management survey be converted to a refurbishment survey?
No. A management survey involves only minor intrusive work and cannot simply be upgraded. A separate refurbishment survey with full intrusive inspection must be conducted for areas where work is planned.
Do I need both survey types for a partial refurbishment?
Typically yes. A management survey covers the whole building for ongoing management, while a refurbishment survey covers the specific work areas. The refurbishment survey can build on management survey data.
What if my management survey is recent—do I still need a refurbishment survey?
Yes. Even a recent management survey cannot substitute for a refurbishment survey. The methodologies are fundamentally different. The management survey may have identified suspect materials that require intrusive sampling before work begins.
How long does each survey type take?
A management survey typically takes 2-4 hours for a small commercial unit, up to several days for large or complex premises. Refurbishment surveys depend on the work area size and may require additional time for access arrangements and reinstatement.
What qualifications should surveyors hold?
Surveyors should hold a relevant qualification, such as BOHS P402 – Surveying and Sampling Strategies for Asbestos in Buildings or a comparable qualification from another training body, together with supervised field experience and assessed survey work; no qualification on its own demonstrates competence. Laboratories must be UKAS-accredited. Look for companies with established quality management systems and relevant insurance cover.