Prepared for your job
Project identity, index, agreed arrangements and document references are populated from information checked with your team.
Site paperwork, organised for the job
A construction site safety folder. Ready for your team to use.
Starting a job and need the paperwork in place? We prepare a project-specific site folder with the agreed plans, forms and registers, clearly indexed and ready to use and fill in. Delivery direct to site is agreed around your programme.
More than a pile of templates
Give the site team a clear place to start.
A new contract can bring a construction phase plan, client document requests, induction records and a stream of checks to organise. We help turn those requirements into a folder the supervisor can navigate, with project information prepared and working records ready for the team to complete.
We agree the contents around your role, activities and site. Existing approved documents can be organised into the pack; new writing, reviews and specialist inputs are identified in the scope.
What paperwork might your construction site need?
This is a starting menu, not a universal legal checklist. We select the relevant items and identify information or competent specialist input still needed before the affected work.
| Folder section | Documents and working records to consider |
|---|---|
| Project setup | Contents index, document register, key contacts, responsibilities, relevant client rules, information-gap actions and F10 details where notification applies. |
| Plans and work methods | Construction phase plan, site rules, agreed task RAMS and relevant COSHH information; references to surveys, designs and specialist plans where needed. |
| People and briefings | Site induction prompts and records, attendance records, toolbox-talk records, RAMS briefing records and competence-evidence register. |
| Welfare and emergencies | Welfare arrangements and checks, emergency contacts, first-aid arrangements, fire and evacuation information and relevant review prompts. |
| Site checks and actions | Site review sheets, equipment-check records selected for the work, defect reporting and an action register. Specialist or statutory inspection requirements are agreed separately. |
| Contractors and controlled work | Subcontractor information, coordination records and permit templates where an appropriate permit system is needed. A blank permit does not authorise work. |
| Incidents and handover | Incident and near-miss reporting forms, follow-up actions, change records and an index of relevant handover information. Personal incident information needs appropriate restricted storage. |
Ready to complete on site
Clearly labelled records capture what actually happens, who checked it, any findings and the next action.
Kept current as work changes
A revision register and agreed update route help the supervisor replace old documents and brief the changes.
Preview a sample site safety folder
Explore the index, follow a worked example and try three blank records. The free five-page sample shows how the paperwork connects; your full folder is scoped and prepared for your own project.
Download the sample folder (PDF) ↓
| Page | Sample content | How it helps |
|---|---|---|
| 1 | Folder index | Organise plans, briefings, site checks and actions into clear sections. |
| 2 | Fictional council-refurbishment example | Follow a changed work route from an information gap to an action, review and briefing. |
| 3 | Blank induction or briefing record | Record the topic, document revisions, attendees, understanding checks and outstanding questions. |
| 4 | Blank general site-check record | Capture actual findings, immediate measures and linked action references. |
| 5 | Blank action and closeout register | Record responsibility, deadlines, restrictions, evidence and verified follow-up. |
Example in practice: a revised service route enters a ceiling void outside the supplied survey coverage. The example records the information gap, keeps the affected intrusive work on hold, assigns an owner and shows what needs checking before the arrangements are updated and briefed. It is a fictional illustration, not a client case study or a work method.
Print the blank records and adapt them to your job before use. This preview is not a complete CPP, statutory inspection report, permit system or CDM health and safety file. The contractor remains responsible for suitable arrangements, supervision and acting on findings.
Worked example: a contractor wins a council refurbishment
Illustrative scenario: a principal contractor is preparing for work in an occupied building. The client has issued drawings and a survey, but the site team needs a practical folder before mobilisation.
- Agree the brief: record the work areas, trades, programme, occupied routes and client requirements. Identify survey exclusions and decisions that still need resolving.
- Prepare the agreed pack: organise the construction phase plan, contacts, relevant RAMS, induction and briefing records, welfare arrangements and an action register.
- Review before issue: the contractor checks the proposed arrangements against the job. Missing specialist information stays visible, with an owner and an affected-work hold point.
- Deliver and use: send the agreed folder to the nominated site contact. The supervisor briefs the arrangements, completes records as activities happen and escalates findings.
The example shows a way to organise the paperwork; the actual contents and work decisions are agreed for your project.
From project brief to site delivery
1. Scope and quote
Tell us the work, your role and start date. We agree the contents, information needed, document-writing allowance, format and cost.
2. Prepare and check
We organise the pack and prepare the agreed documents. Your responsible team reviews project arrangements before issue.
3. Send and hand over
We provide both a printed folder delivered to site and editable digital documents. Agree print quantities, delivery address, site contact and file formats. We explain the sections, blank records and update arrangements.
Lead time, print quantities, delivery cost and any follow-up updates are confirmed in the quote. Additional projects, revised work scopes and ongoing document maintenance are agreed separately.
Start with the information you already have
Our editable PCI checklist helps identify gaps. Explore construction phase plan writing, the small-site action record and welfare template for related support.
For the underlying Great Britain guidance, see HSE’s construction administration guidance and site rules and induction guidance. Northern Ireland has separate requirements.
Before you put it on our desk.
Can you send a ready-to-use folder directly to site?
Yes. We can prepare an indexed site folder and agree delivery to your site contact. Confirm the address, required date, printed copies and editable digital files with Lloyd before ordering. Preparation, printing and delivery are scoped and quoted for your job.
Is every document completed before the folder arrives?
Project details and agreed arrangements can be prepared from the information you provide. Records of actual inductions, briefings, inspections and other site activity must be completed by the responsible people when that activity happens. Blank records are clearly identified; signatures and inspection findings are not pre-completed.
Does every site need the same paperwork?
No. The contents depend on the work, dutyholder roles, workforce, client requirements and significant risks. We agree a contents schedule so the folder contains relevant documents rather than a large generic pack.
Is a site safety folder the CDM health and safety file?
No. The site folder supports day-to-day construction management. The CDM health and safety file contains relevant information for subsequent work on the structure. Relevant handover information can be collected during the project, but the documents serve different purposes.
Will the folder make the site compliant?
The folder supports your management arrangements. The responsible contractor still needs to review and implement the plans, provide suitable supervision, complete the right checks and act on findings. Specialist designs, surveys, assessments and statutory inspections must come from the appropriate competent people.
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