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Construction Phase Plan Template (CDM 2015, OSHA 1926)

Construction phase plan: dutyholders, site rules, significant hazards, Schedule 3 risks, welfare, emergency, incident reporting, inspections

KonstruksiLengkapUK CDM 2015 reg. 12, Schedules 2 and 3, HSE L153; US 29 CFR 1926 and 1904.39phaseplan

Cara menggunakan: Use it before site set-up to record how the construction phase will be managed safely. Fill the dutyholder contacts, site rules and significant hazards first. The main pitfall is padding the plan with generic risk assessments instead of linking task RAMS.

Pratinjau

Construction Phase Plan: [Project name]

The site health and safety plan for the construction phase of a building or civil engineering project: project description, management arrangements, site rules, the significant hazards and how they are controlled, welfare, and fire and emergency arrangements. The structure follows the topics HSE lists for a construction phase plan under regulation 12 of the UK Construction (Design and Management) Regulations 2015 (CDM 2015, guidance L153), and adds the matching US OSHA construction rules in 29 CFR Part 1926 as a second worked example. Other jurisdictions have their own rules: name yours in section 1.3. Replace every [bracketed] value and every row marked Example. This is a documentation format, not legal or safety advice: check the current official text and a qualified health and safety professional. Facts checked October 2026.

Document control

FieldValue
Document ID[CPP-FHL-001]
Project[Project name and code]
Site address[Address, grid reference or what3words-style locator]
Version[1.0]
Status[Draft / Issued for construction / Superseded]
Owner[Principal contractor's project manager, @name]
Approvers / reviewers[Client representative @name], [Principal designer @name], [Health and safety adviser @name]
Last updatedYYYY-MM-DD
Next scheduled reviewYYYY-MM-DD
Classification[Project internal; site copy displayed in the site office]
Jurisdiction and rules applied[For example: Great Britain, CDM 2015; or United States, 29 CFR 1926 and state plan]
Notifiable project[Yes, F10 reference / No, with reason]
Related documentsPre-construction information [PCI-FHL-001], RAMS register [RAMS-FHL], health and safety file [HSF-FHL-001]

Approvals

RoleNameDecisionDate
Principal contractor, project manager[@name][Author, issued]YYYY-MM-DD
Principal contractor, site manager[@name][Accepted for site use]YYYY-MM-DD
Principal designer[@name][Design risk information incorporated]YYYY-MM-DD
Client[@name][Plan in place before construction starts]YYYY-MM-DD

Revision history

VersionDateAuthorChange summary
0.1YYYY-MM-DD[@name]First draft from pre-construction information
1.0YYYY-MM-DD[@name]Example: Issued before site set-up, Schedule 3 measures added for steel erection
1.1YYYY-MM-DD[@name]Example: Revised for the envelope phase: scaffold access, rooflight openings, new crane lift plan

Contents

1. Project description

1.1 Scope of the works

[Describe the structure, the main construction methods and any demolition, refurbishment or work in occupied premises.]

Example: New three-storey library and learning centre, gross internal area 2,400 m2, on a former car park. Piled foundations, ground-bearing slab, steel frame with composite metal-deck floors, curtain wall on two elevations, brick cladding elsewhere, flat roof with eight rooflights and roof-mounted plant. An occupied primary school shares the north boundary.

1.2 Key dates

MilestonePlanned dateNotes
Site set-up and hoarding completeYYYY-MM-DDExample: Plan v1.0 must be in force before this date
Piling startYYYY-MM-DD
Steel frame erectionYYYY-MM-DD to YYYY-MM-DDExample: Schedule 3 item 10, see section 9
Building watertightYYYY-MM-DD
Completion and handoverYYYY-MM-DDHealth and safety file handed to the client

1.3 Legal framework applied

State which rules apply to this site. This template gives two examples; confirm the current text with a qualified adviser.

JurisdictionMain rules for the construction phaseWhere the plan is required
Great Britain (Example)Construction (Design and Management) Regulations 2015 (SI 2015/51); Management of Health and Safety at Work Regulations 1999CDM 2015 reg. 12(1) to (4): principal contractor draws up, reviews and revises the plan; reg. 12(2) lists what it must set out
United States (Example)OSH Act and 29 CFR Part 1926 (Safety and Health Regulations for Construction); state plan where one appliesPart 1926 has no single "construction phase plan"; the plan gathers the programmes and plans its sections require, such as the safety programmes the employer must start and maintain (1926.20(b)(1)), training (1926.21) and emergency action plans (1926.35)
[Your jurisdiction][Law and regulator][Clause that requires a plan, or "practice"]

Notification: under CDM 2015 reg. 6 a project is notifiable when the construction work is scheduled to last longer than 30 working days with more than 20 workers working at the same time at any point, or to exceed 500 person-days. The client notifies HSE (form F10) and the notice is displayed in the site office. Record the notification reference in the document control table.

2. Project team and dutyholders

RoleOrganisationNamed personPhone (24 h)Email
ClientExample: Fernhollow Town Trust[@name][+00 000 000 0000][email]
Principal designerExample: Marrowpike Architects[@name][phone][email]
Principal contractorExample: Quillmere Construction[@name][phone][email]
Site managerExample: Quillmere Construction[@name][phone][email]
Health and safety adviser[Organisation][@name][phone][email]
Structural engineer (temporary works design)Example: Okeburn Structures[@name][phone][email]
Temporary works coordinator[Organisation][@name][phone][email]
Appointed first aiders[Organisation][@names][phone]

2.1 Contractors and their scopes

PackageContractorStartFinishRAMS referencePeak workers
PilingExample: [Piling contractor]YYYY-MM-DDYYYY-MM-DDRAMS-FHL-0038
Steel frameExample: [Steel erector]YYYY-MM-DDYYYY-MM-DDRAMS-FHL-00712
Roofing and rooflightsExample: [Roofing contractor]YYYY-MM-DDYYYY-MM-DDRAMS-FHL-0116
Mechanical and electricalExample: Tessaline Building ServicesYYYY-MM-DDYYYY-MM-DDRAMS-FHL-01418

3. Health and safety aims

AimMeasureTargetReviewed at
Everyone inducted before starting workInduction records against the daily sign-in100%Weekly site meeting
RAMS accepted before each activity startsActivities started without accepted RAMS0Weekly site meeting
Close-out of inspection actionsActions closed by due date[90%]Monthly review
Near-miss reporting cultureNear misses reported per 1,000 hours worked[Set after month 1]Monthly review
[Aim][Measure][Target][Forum]

4. Management of the work

4.1 Management structure and responsibilities

  • The site manager is responsible day to day for implementing this plan, briefing site rules and stopping unsafe work.
  • Each contractor supervisor briefs their RAMS to their own team before work starts and records the briefing.
  • The temporary works coordinator keeps the temporary works register, checks designs and issues permits to load or strike.
  • Any person on site may stop work they believe is unsafe without penalty.

4.2 Cooperation and coordination

ForumFrequencyChairAttendeesOutput
Daily coordination briefingDaily, before workSite managerContractor supervisorsAgreed work areas, permits, interfaces; recorded in the daily site report (construction/daily-site-report)
Weekly contractors' meetingWeeklyProject managerAll contractors, principal designer as neededTwo-week look-ahead, RAMS status, inspection actions
Design and risk reviewAt each design changePrincipal designerDesigners, principal contractorUpdated risk information to section 8

4.3 Permits to work

Permit typeIssued byApplies to
Hot workSite managerWelding, cutting, grinding, torch-on roofing
Excavation and breaking groundSite manager after service locationAny dig deeper than [300 mm]
Confined space entryCompetent personManholes, tanks, voids
Lifting operationAppointed person (lifting)All crane lifts; each lift follows a lift plan
Electrical isolationAuthorised personWork on or near live systems

4.4 Design changes and site information

Design changes reach site through the request for information process (construction/rfi-log) and the change process (construction/change-order-variation). Before a changed detail is built, the site manager checks whether it changes a hazard in section 8 and, if it does, updates the relevant RAMS and this plan.

4.5 Site security and public protection

[Describe the hoarding line, gates, out-of-hours security, and protection of the public and neighbours.]

Example: 2.4 m solid hoarding on the public boundary; two gated entrances, each with a banksman during deliveries; deliveries scheduled outside school arrival and departure times (08:15 to 09:00 and 15:00 to 15:45); CCTV and intruder alarm out of hours.

5. Site rules

IDRule
SR-01Sign in on arrival and sign out when you leave, every day
SR-02No work before site induction; visitors are escorted at all times
SR-03Minimum PPE everywhere beyond the welfare area: safety helmet, high-visibility vest, safety boots, gloves and eye protection; task-specific PPE as stated in your RAMS
SR-04Do not start an activity until its RAMS has been accepted and briefed to you
SR-05Use designated pedestrian routes; keep out of the exclusion zones of plant and lifting operations
SR-06Do not alter, remove or overload any scaffold, edge protection or temporary works; report damage
SR-07Hot work only under a hot work permit, with a fire watch for [60] minutes after work stops
SR-08No smoking or vaping except in the designated area
SR-09Mobile phones are not used while operating plant or working at height
SR-10No alcohol or drugs; prescribed medicine that can affect safety is reported to your supervisor
SR-11Report every accident, near miss and unsafe condition the same day
SR-12Keep work areas tidy; clear waste to the designated skips at the end of each shift
SR-13Parking only in the contractor car park; no parking on the school access road
[SR-nn][Rule]

6. Induction, training and competence

6.1 Site induction content

  1. Project overview, site layout, access routes and restricted areas.
  2. Site rules (section 5) and consequences of breaking them.
  3. Significant hazards on this site now (section 8).
  4. Welfare facilities and first aid arrangements.
  5. Fire and emergency procedures, assembly point, alarm sound.
  6. How to report incidents, near misses and concerns.
  7. How workers are consulted and who represents them.

6.2 Competence checks

TaskEvidence requiredChecked by
Plant operation[Plant operator card or equivalent] and employer authorisationSite manager
Scaffold erection and inspection[Scaffolding qualification]Scaffold contractor and site manager
Slinging and signalling[Slinger or signaller qualification]Appointed person (lifting)
First aidValid first aid certificateSite manager
[Task][Evidence][Role]

In the US example, 29 CFR 1926.21(b)(2) requires the employer to instruct each employee in recognising and avoiding unsafe conditions, and 1926.20(b)(4) limits equipment operation to employees qualified by training or experience. Record how each contractor meets these duties.

7. Worker involvement and communication

MethodFrequencyOwnerRecord
Toolbox talksWeekly per contractorContractor supervisorsSigned attendance sheet
Worker forumMonthlySite managerMinutes and action log
Suggestion and concern box or appContinuousHealth and safety adviserLog with responses
Notice boardUpdated weeklySite managerBoard photo in weekly report

8. Significant hazards and controls

IDHazard and activityWho is at riskMain controlsDetailed inOwner
HZ-01 (Example)Falls from height at slab edges and roof during frame and envelopeErectors, roofers, all tradesEdge protection installed by the frame erector before handover of each floor; nets under deck; rooflight openings covered and marked until units fittedRAMS-FHL-007, RAMS-FHL-011Site manager
HZ-02 (Example)Lifting operations with a mobile crane next to an occupied schoolSite team, school users, publicLift plans by appointed person; exclusion zones; lifts outside school arrival and departure windows; no lifts over the boundaryLift plan LP-FHL-001Appointed person
HZ-03 (Example)Buried services found in the former car parkGroundworkersService drawings, cable locator scan, trial holes by hand, permit to digRAMS-FHL-002Site manager
HZ-04 (Example)Plant and pedestrian interfaceAll workers, delivery driversOne-way traffic route, segregated walkways, banksman at gates and reversing pointsTraffic management plan TMP-FHL-001Site manager
HZ-05 (Example)Respirable crystalline silica from cutting blocks and concreteMasons, groundworkersOn-tool extraction or water suppression; face-fit tested respirators where exposure remainsRAMS-FHL-009Contractor supervisor
HZ-06 (Example)Manual handling of curtain wall unitsGlaziersVacuum lifter, team lifts, delivery to floor by craneRAMS-FHL-012Contractor supervisor
HZ-07 (Example)Fire during construction, especially hot work and stored materialsEveryone on siteHot work permits, fire points, combustible storage limits, fire plan reviewed at each phaseSection 11Site manager
[HZ-nn][Hazard][Who][Controls][RAMS or plan][@owner]

US example: fall protection is required for employees on walking or working surfaces 6 feet (1.8 m) or more above a lower level, under 29 CFR 1926.501(b)(1), subject to the exceptions in that section. Check the subpart that applies to each activity (for example Subpart L scaffolds, Subpart P excavations, Subpart CC cranes).

9. Work involving particular risks

CDM 2015 Schedule 3 lists ten categories of work involving particular risks. Summarised in our own words:

No.Category (summary)Applies?Specific measures and reference
1Risk of burial under earthfalls, engulfment in swampland, or falls from height, made worse by the work, process or environmentExample: Yes, roof work and deep pile cap excavationsEdge protection and nets (HZ-01); battered or supported excavations inspected daily (RAMS-FHL-002)
2Chemical or biological substances of particular danger, or where health monitoring is required by law[Yes / No][Measures]
3Ionising radiation needing controlled or supervised areas[Yes / No][Measures]
4Work near high voltage power lines[Yes / No][Measures]
5Risk of drowning[Yes / No][Measures]
6Wells, underground earthworks and tunnels[Yes / No][Measures]
7Divers with an air supply[Yes / No][Measures]
8Caissons with a compressed air atmosphere[Yes / No][Measures]
9Use of explosives[Yes / No][Measures]
10Assembly or dismantling of heavy prefabricated componentsExample: Yes, steel frame and curtain wall unitsErection sequence by the steel designer, lift plans, temporary stability checks signed off by the temporary works coordinator (HZ-02)

10. Welfare facilities

FacilityProvisionLocationSized forMaintained by
ToiletsExample: [n] flushing toilets, separate facilities where neededWelfare cabinPeak of [60] workersSite manager
WashingHot and cold running water, soap, towels or dryersNext to toiletsPeak workforceSite manager
Drinking waterMains supply, marked cups or fountainCanteenAll workersSite manager
Changing and storageChanging area, lockers, drying roomWelfare cabinPeak workforceSite manager
Rest areaHeated canteen with seating, means to heat food and boil waterWelfare cabinLargest shiftSite manager
First aidKits at [n] points, first aid roomSite officeWorkforce and riskAppointed first aiders

11. Fire and emergency arrangements

11.1 Emergency contacts

ContactNumber
Emergency services[999 / 112 / 911, as applies]
Site manager (24 h)[phone]
Nearest emergency department[Hospital name, address, route map reference]
Utility emergency lines[Gas, electricity, water]
Client out-of-hours contact[phone]

11.2 Procedures

EmergencyRaise the alarmResponseAssembly pointAccount for people
FireExample: Air horn, three long blasts, and call emergency servicesStop work, make plant safe, leave by the nearest marked routeExample: Contractor car park, AP-1Fire marshal checks sign-in list
Serious injuryCall first aider and emergency servicesFirst aider treats; site manager meets ambulance at gate 1Not applicableSite manager
Rescue from height or confined spaceRadio to site managerRescue plan in the RAMS for the task; rescue kit at the work positionNot applicableSupervisor
Service strike (gas, electricity)Call site manager and utility emergency lineClear the area, isolate if safe, do not re-enterAP-1Site manager
[Emergency][Alarm][Response][Point][Who]

11.3 Fire plan

  • Fire points with extinguishers at each stair core and at the site office; checked weekly.
  • Escape routes from each floor kept clear and signed; at least two routes once the frame passes the first floor, where practicable.
  • Combustible materials stored away from the building or in a designated area; waste removed daily.
  • Fire drill within [four] weeks of start and every [three] months.

12. Incident reporting and investigation

StepTimingResponsible
Report to supervisor and site managerSame shiftPerson involved or witness
Record in the incident log and the daily site reportSame daySite manager
Decide whether the event is reportable to the regulatorSame dayHealth and safety adviser
Investigate root cause and agree actionsWithin [5] working daysSite manager with contractor
Share lessons at toolbox talksNext weekly briefingContractor supervisors

Statutory reporting examples (check the current rules):

  • Great Britain: RIDDOR, the Reporting of Injuries, Diseases and Dangerous Occurrences Regulations; HSE publishes the categories and deadlines at the link in section 15.
  • United States: 29 CFR 1904.39 requires a report to OSHA within 8 hours of a work-related fatality, and within 24 hours of an in-patient hospitalisation, amputation or loss of an eye.

13. Monitoring, inspection and review

InspectionFrequencyByRecord
Site safety walkDailySite managerDaily site report
Scaffold inspectionExample: Before first use, at least every 7 days, and after events likely to affect stabilityCompetent personScaffold register
Excavation inspectionExample: At the start of each shift and after events that may affect stability (US example: 1926.651(k))Competent personExcavation register
Lifting equipmentAs required by the applicable rules and the lift planAppointed personLifting register
Health and safety auditMonthlyHealth and safety adviserAudit report with actions
Plan reviewAt each phase change, after significant design change or incident, and at least every [3] monthsProject managerRevision history of this plan

29 CFR 1926.20(b)(2) in the US example requires frequent and regular inspections of job sites, materials and equipment by competent persons designated by the employer.

14. Information for the health and safety file

ItemSourceDuePassed toStatus
Example: As-built pile layout and pile cap levelsPiling contractorTwo weeks after piling completesPrincipal designer[Open]
Example: Roof access, fall arrest anchor locations and test certificatesRoofing contractorBefore handoverPrincipal designer[Open]
Example: Location of buried services diverted during the worksGroundworks contractorBefore handoverPrincipal designer[Open]
[Item][Source]YYYY-MM-DD[Role][Status]

The full handover pack is managed in the punch list and handover record (construction/punch-list-handover).

15. Glossary and references

15.1 Glossary

TermMeaning in this plan
Principal contractorThe contractor appointed by the client to plan, manage and coordinate the construction phase on a project with more than one contractor (CDM 2015)
Principal designerThe designer appointed to plan, manage and coordinate health and safety in the pre-construction phase (CDM 2015)
Pre-construction informationInformation about the project and site provided by the client to designers and contractors
RAMSRisk assessment and method statement for an activity
Competent personUnder 29 CFR 1926.32(f), a person able to identify existing and predictable hazards and authorised to take prompt corrective measures
Temporary worksParts of the works that allow or enable construction and are usually removed afterwards, such as props, formwork and excavation support
Exclusion zoneAn area around plant or a lift that people may not enter while it operates

15.2 References

  • Construction (Design and Management) Regulations 2015, SI 2015/51, legislation.gov.uk.
  • HSE, Managing health and safety in construction, L153 (2015), hse.gov.uk: regulation 12 text, Schedule 3, Appendix 3 (construction phase plan) and Appendix 4 (health and safety file).
  • HSE, notifying a project (F10), hse.gov.uk.
  • HSE, RIDDOR reporting, hse.gov.uk.
  • 29 CFR Part 1926, Safety and Health Regulations for Construction, eCFR.
  • 29 CFR 1904.39, reporting to OSHA, eCFR.
  • Related templates: construction/rams, construction/daily-site-report, construction/punch-list-handover, construction/bim-execution-plan, compliance/iso-45001-hazard-register, project/project-management-plan.

Standard and licence note

Based on the UK Construction (Design and Management) Regulations 2015, regulation 12 and Schedules 2 and 3, and the topic list in HSE guidance L153 Appendix 3, with US examples from 29 CFR Parts 1904 and 1926, as checked in October 2026. Regulations are summarised in original wording; no text is copied beyond short titles. Laws and guidance change: check the current official text and take advice from a qualified health and safety professional before relying on this plan. This is not legal advice. Template licence: MIT.

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