Principal Contractor Advisory Support
Need a Competent Health & Safety Advisor for Your CDM Project?
Practical CDM support for Principal Contractors — advice, documentation, and structured systems to help you run organised, compliant projects.
If you’re managing the Principal Contractor role alongside running the job, we provide the expert guidance and support that keeps your Construction Phase Plan, RAMS, and site records properly organised and ready when clients or auditors ask to see them.
37 Critical document templates for Principal Contractors: User Manual Index
Purpose and outcome
This resource helps you keep control of hazardous substances on site. It gives you one clear list of what’s been brought in, and links each product to the right COSHH assessment and the latest SDS (Safety Data Sheet).
Good completion looks like:
- Every hazardous product on site is listed (not just the “big ones”).
- Each item has a current SDS date and a COSHH assessment reference that matches the task and location.
- Controls are checked as “in place” (not assumed): ventilation, PPE/RPE, storage, spill response, waste.
- People who use (or could be affected by) the substance have been briefed and have signed.
- Changes are captured in the change log and the briefing is repeated when needed.
Who uses it (roles and responsibilities)
| Role | What they do |
|---|---|
| Site Supervisor / Site Manager | Owns the register on site; makes sure substances are listed as they arrive; checks controls; runs briefings; keeps sign-off up to date; cross-checks during inspections. |
| Working Supervisor / Foreperson | Keeps an eye on “day-to-day” changes (new adhesive, cleaner, paint, grout, fuel, sealant); flags missing SDS/COSHH; stops the job if controls can’t be followed. |
| Operatives / Subcontractors | Read and follow the controls; sign to confirm they’ve been briefed; report issues (strong fumes, skin irritation, wrong gloves, no extraction, mask doesn’t fit). |
| Buyer / Stores / Person receiving deliveries (if you have one) | Gets the SDS with the order (or from supplier website) and passes it to site; avoids “mystery products” arriving without paperwork. |
| Company H&S lead (or director in a small firm) | Supports with COSHH assessments; checks the register is being used properly; spot-checks during visits; keeps master copies/versions if you run multiple sites. |
| Principal Contractor (if applicable) | May ask to see the register, COSHH assessments, SDS, and briefing records as part of site inspections and audits. |
When to use it (workflow and triggers)
- Mobilisation / site set-up: start the register before works begin. Add known products (fuels, oils, silicones, expanding foam, dust-producing products, cleaners).
- As deliveries arrive: add each hazardous product immediately (don’t wait for first use).
- Before first use of a product: confirm controls are in place and brief the people involved.
- When something changes: new brand, new method (e.g., spraying instead of rolling), new area (indoors, basement, confined space), higher quantities, hot works nearby, new operative, complaints about fumes, near miss/spill.
- Inspections: use it as a cross-check during weekly inspections (or more often on busy sites).
- End of project: file it with the job records (useful for proving what was controlled and who was briefed).
Before you start (what you need to gather)
- Latest SDS for each product (check the date/version on the SDS; don’t rely on a random old printout).
- COSHH assessment for the task (ideally task-specific: “using epoxy grout indoors”, not just “epoxy”).
- Planned work location and method: indoors/outdoors, ventilation available, spraying/cutting/decanting, duration, number of people nearby.
- PPE/RPE details: glove type, eye protection, coveralls, mask type and filter, face-fit requirements (where tight-fitting masks are used).
- Storage and spill arrangements: where products will be stored, bund/tray for liquids, ignition sources, spill kit location, waste arrangements for rags/absorbents/empty containers.
- Any site rules from the Principal Contractor (e.g., banned substances, permit requirements, specific storage requirements).
How to complete it (step-by-step)
Step 1: Fill in the site details (top of the register)
- Project/site name, your company, start date, and the site supervisor’s contact number.
- Write where the COSHH file is kept (site file location, folder name, QR/link if used).
- Add a simple version/date for the register so you can show it’s current.
Step 2: List each hazardous substance as it arrives
- Use the exact product name from the label (including manufacturer and variant if possible).
- Record the task/use (e.g., “cleaning brickwork”, “bonding insulation”, “resin anchor install”).
- Record where it’s used (e.g., “basement plant room”, “external elevation”, “stair core”).
- Note the quantity on site (keep it realistic—helps with storage and spill planning).
- Write the storage spot (so anyone can find it and check it’s stored safely).
Tip: If someone brings in a product in their van (cleaner, adhesive, solvent wipes), it still counts. If it’s on site, it should be on the register.
Step 3: Link the SDS and COSHH assessment
- Enter the SDS date shown on the document (or the revision number/date).
- Enter the COSHH reference used in your site file (so it’s easy to find quickly during an inspection).
- Check the COSHH assessment matches the actual method (spray vs brush, indoors vs outdoors, small use vs continuous use).
Step 4: Write the key hazards in plain English
Keep this short and practical. You’re aiming for “what can it do to us or the job?” Examples:
- “Fumes can make you dizzy / irritate lungs”
- “Burns skin / serious eye damage”
- “Flammable”
- “Dust harms lungs (silica)”
- “Can cause asthma/skin allergy (sensitiser)”
Tip: Don’t copy chemical names. Use words the team will understand on a noisy site.
Step 5: Confirm controls are in place (not just written down)
- Ventilation: how will you ventilate the work area (openings, extraction, keeping others out of the fume zone)?
- PPE/RPE: correct gloves, eye protection, coveralls; if RPE is required, confirm mask and filters are available and suitable.
- Storage: upright, lids on, away from heat/ignition, segregate incompatible products, bund/tray for liquids, away from welfare/walkways.
- Spill: spill kit available where used/stored; plan for cleanup and disposal.
- Fire: control ignition sources; check site rules for flammables storage.
- Waste: plan for contaminated rags/absorbents and empty containers (avoid piles of soaked rags).
Rule of thumb: if the control isn’t available right now (right gloves, extraction, spill kit), the job isn’t ready.
Step 6: Brief the team and complete the sign-off
- Brief before first use, and again if there’s a change.
- Brief everyone who will use the substance and anyone who could be affected nearby (same room/area, follow-on trades).
- Cover the key controls: ventilation, PPE, storage, spill response, RPE (if needed), and waste handling.
- Get names and signatures on the sign-off section. Keep it legible.
Stop and escalate: If someone can’t follow the controls (wrong gloves, no extraction, mask doesn’t fit, strong smell, headaches/irritation), stop and tell the supervisor. Update the COSHH assessment before continuing.
Step 7: Use the change log properly
Record changes as they happen. Good examples of “changes”:
- Swapped product/brand (even if it “does the same job”).
- Moved from outdoor to indoor use.
- Increased quantity stored on site.
- New method (spraying, heated application, different mixing ratio).
- New operatives or new subcontractor starts using it.
- Spill, near miss, complaints about fumes/irritation.
Review and sign-off (what “good” checks look like)
You’re not signing the chemistry—you’re signing that site control is in place and the paperwork matches reality.
- Supervisor review: check each listed product has a matching SDS and COSHH reference and the controls are practical for the work area.
- Operative sign-off: confirms briefing received and controls will be followed.
- Escalate to company H&S lead/director: when the SDS/COSHH indicates higher risk (e.g., isocyanates, strong solvents, sensitising products, confined spaces), or when controls can’t be met with what’s available on site.
- PC review (if required): be ready to show the register, COSHH assessments and SDS during inspections.
Recordkeeping (storage, version control, retention)
- Where to keep it: in the site file in a clearly marked COSHH section. If you use a digital system, keep a site-accessible copy (tablet/QR) and a backup.
- Linking documents: make sure the SDS and COSHH assessments are filed in the same place as referenced in the register (so you can find them in seconds during an inspection).
- Version/date: update the register version/date when you add or change substances, or at least weekly on active sites.
- Retention: keep with the project H&S records after completion. If your company has a set retention period, follow it (and keep longer if there’s a specific reason such as an incident or client requirement).
- Audit readiness: file it so it tells a clear story: what was on site, what controls were set, and who was briefed.
How often to review or update
- Update immediately when a new product arrives or an existing product changes.
- Quick weekly check (or each site inspection): walk the site and storage areas and confirm everything on the shelf/van/store is on the register.
- Review after incidents (spill, exposure symptoms, fire risk concern) and record the outcome in the change log.
- Review when the job changes (moving indoors, night work with doors shut, different ventilation, more people in the same area).
Common mistakes (and how to avoid them)
- Mistake: Only listing “chemicals” and missing things like sealants, foams, resins, cement additives, solvent wipes, fuels.
Fix: Do a quick walk-round: stores, COSHH cabinet, welfare cleaning cupboard, vans, generators/fuel area. - Mistake: SDS is missing or out of date.
Fix: Make “no SDS, no use” the rule. Get SDS at ordering stage and check revision date. - Mistake: COSHH assessment doesn’t match the job (e.g., assessment says “outdoors”, but work is in a stair core).
Fix: Update assessment when location/method changes. If ventilation is different, the risk is different. - Mistake: Tick-box controls with no reality (no spill kit, wrong gloves, no extraction).
Fix: Physically check what’s on site during the “controls in place” step. - Mistake: Decanted bottles with no label (unknown contents).
Fix: Label immediately. If you can’t identify it, remove it from use and dispose of it safely. - Mistake: Sign-off done once at induction and never updated.
Fix: Re-brief when new products arrive, when methods change, and when new starters join. - Mistake: Register kept in an office while the work happens elsewhere.
Fix: Keep it accessible on site where supervisors and operatives can actually use it.
Worked scenario (what “good” looks like on a live job)
Situation: A small fit-out job moves from first fix to finishes. A subcontractor brings in an adhesive and a solvent cleaner for flooring in an enclosed area.
- The supervisor adds both products to the register when they arrive, using the label names.
- They obtain the latest SDS from the supplier and note the SDS dates on the register.
- They link each product to the correct COSHH assessment for “adhesive application indoors” and “solvent cleaning indoors”.
- They check controls: doors can be held open, a fan is available, no hot works nearby, correct gloves and eye protection are on site, and a spill kit is placed in the work area.
- Before first use, they do a 10-minute briefing: ventilation plan, no smoking/ignition sources, PPE, safe storage, what to do if someone feels unwell, and spill response.
- All operatives in the area sign the sign-off section (including a nearby trade affected by fumes).
- Two days later the adhesive is swapped to a different brand due to stock issues. The supervisor logs it in the change log, checks the new SDS/COSHH, and re-briefs the users before continuing.
Principal Contractor Support
Running a CDM Project as Principal Contractor?
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