This CDM compliance checklist helps you stay on top of legal duties under the Construction (Design and Management) Regulations, making it easier to manage roles, responsibilities, and documentation across all project phases. With this template, you’ll have an organized way to monitor appointments, safety plans, and risk assessments. Whether you’re a principal contractor, designer, or site manager, it allows you to standardize compliance checks so your projects stay on track.
Key elements of the CDM compliance checklist
The checklist features the following sections for clear documentation:
- Project and stakeholder information: This section captures core details like the project name, location, client, CDM coordinator, principal designer, and principal contractor. Having this information readily available ensures accountability and clarity around who’s responsible for what.
- Planning and preparation checks: You’ll verify that key roles have been appointed, health and safety plans are in place, and you’ve gathered pre-construction information. This helps identify gaps early, reducing risks before work begins.
- Design and construction oversight: This part confirms that all designers and contractors have fulfilled their CDM duties. It also checks that workers have received site-specific inductions and necessary training, promoting a culture of safety on-site.
- Handover and closeout requirements: The final section focuses on project completion—confirming your team has prepared the health and safety file, handed it over to the client, and archived all relevant documents for future reference.
Customizing the CDM compliance checklist
You can easily edit the checklist to fit your organization’s unique needs.
First, feel free to include company-specific safety protocols. Every company has its own way of implementing safety standards. You can modify the checklist to include these protocols—whether it’s incorporating procedures for working at heights or hazardous material handling.
It’s also possible to scale the checklist to match project complexity. Not all projects require the same level of detail. A large infrastructure project with multiple contractors will need extensive sections covering role assignments, design risk assessments, and subcontractor management. In contrast, a small office renovation might only need more basic checks.
Another option is to use diverse input types. You can incorporate text entries, photo uploads, digital signatures, and even GPS tags for site verification. For example, during site inspections, uploading photos of safety hazards directly into the checklist provides real-time evidence.
Get started with Lumiform’s CDM compliance checklist today
Stay on top of construction safety requirements with this compliance checklist. It’s designed to keep your team organized, from tracking key appointments to monitoring health and safety documentation throughout every project phase. Add custom fields, assign responsibilities, and document compliance with ease—from small sites to large-scale builds.