Form library · Construction and handover
Pre construction information template
For clients and project teams assembling pre-construction information. Record project and responsibilities, information register and constraints and gaps. Try the form below, see every question or download a blank PDF or Word copy.
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Who provides pre-construction information?
Under CDM 2015 in Great Britain, the commercial client provides relevant pre-construction information to designers and contractors. HSE describes the principal designer role in helping assemble it and providing the information others need to carry out their duties. The information must suit the project rather than being a generic document bundle.
Last updated . Facts checked by the SiteSurvey team on 6 October 2026 against HSE commercial client duties under CDM 2015 and HSE principal designer duties under CDM 2015.
Try the pre-construction information record form live
Answer a few questions and watch it adapt. Your answers are not saved, and any photos you add are deleted within the hour.
This is the real form as your team would use it: questions appear as you answer, scores work themselves out and you can add photos and signatures. No sign-up needed.
Want to see one filled in? See a completed pre-construction information record report (PDF), made by SiteSurvey from a fictional site visit.
Fill it in on a phone or tablet
Your team completes the pre-construction information record on site in the SiteSurvey app on iPhone, iPad and Android phones and tablets. The project name and address fill in for them, it works without signal, and it syncs when the device is back online with photos kept against the question they answer.
Customers and subcontractors do not need the app: send them a link and they can fill it in from any browser.
Every question in the pre-construction information record template
A pre-construction information register with existing records, site constraints, significant risks, information gaps, recipients and issue revisions. 6 sections and 35 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Site or premises address: the site address, from the space or the project
- Client or organisation: the project's customer
Record details and scope
- ProjectShort answer
Filled in from the project in SiteSurvey.
Fills in from the project name - Site or premises addressShort answerFills in from the site address, from the space or the project
- Client or organisationShort answerFills in from the project's customer
- Record date*Date
- Person completing the record*Short answer
- CheckThis is an information register and gap record. It does not replace the underlying surveys, drawings, existing health and safety file or competent design coordination.
- CheckUnder CDM 2015 in Great Britain, the commercial client provides relevant pre-construction information to designers and contractors. HSE describes the principal designer role in helping assemble it and providing the information others need to carry out their duties. The information must suit the project rather than being a generic document bundle.
Project and responsibilities
- Project scope and intended work*Notes
- Client contact responsible for information*Short answer
- Principal designer or coordinating designerShort answer
- Existing use, occupants and neighbouring activitiesNotes
- Information issue and revisionShort answer
Information register
- Information itemRepeat for each information item. Each one asks:
- Subject or risk addressed*Short answer
- Document, drawing or survey referenceShort answer
- Revision and dateShort answer
- Availability*Choose one
- Available
- Requested
- Missing
- Not applicable
- Scope, reliability and limitations*Notes
- Person supplying or resolving itShort answer
- Required-by dateDate
Constraints and gaps
- Access, services, asbestos, structure and other significant constraints*Notes
- Information gaps, implications and controls before workNotes
State what information is missing, why the work needs it and who will obtain it. Do not record an assumption as a confirmed survey result.
- Design coordination and contractor questionsNotes
Issue record
- RecipientRepeat for each recipient. Each one asks:
- Designer or contractor receiving information*Short answer
- Information package and revision*Short answer
- Date issuedDate
- Acknowledgement, questions or further information neededNotes
Actions and review
- Are further actions required?*Choose one
- Yes
- No
- Further actionRepeat for each further action. Each one asks:Shown when “Are further actions required?” is “Yes”
- Action and evidence reference*Notes
- Person responsible*Short answer
- Target dateDate
- Action status*Choose one
- Open
- In progress
- Completed
- Completion evidence*NotesShown when “Action status” is “Completed”
- Outstanding limitations and information to pass onNotes
- Record status*Choose one
- Ready for review
- Further work needed
- Work or use stopped
- Reviewed byShort answer
- Review dateDate
- Author signature*Signature
- CheckSigning records the information entered. It does not itself certify legal compliance, remove a limitation or authorise unsafe work.
Scope and responsibility
This is an information register and gap record. It does not replace the underlying surveys, drawings, existing health and safety file or competent design coordination.
What a useful entry looks like
Information gaps, implications and controls before work
State what information is missing, why the work needs it and who will obtain it. Do not record an assumption as a confirmed survey result.
Service route information for the proposed opening is missing. The design team requires verified information before finalising that detail.
Fictional example of record wording. Use the actual evidence and approved arrangements for your job; this is not a completed report or an instruction to carry out the work.
See it filled in
A completed pre-construction information record report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Pre-construction Information Record FAQs
How should I record “Information gaps, implications and controls before work”?
State what information is missing, why the work needs it and who will obtain it. Do not record an assumption as a confirmed survey result.
Is this the construction phase plan?
No. This records information needed to plan and design the work. The construction phase plan describes the arrangements for managing the construction work.
Can I mark missing information as not applicable?
Only where it genuinely does not apply, with an explanation. Use missing or requested where relevant information is not available.
Does uploading a document prove it is reliable?
No. Record its scope, revision and limitations, and resolve gaps through the responsible client and design team.
What are the limits of this template?
This is an information register and gap record. It does not replace the underlying surveys, drawings, existing health and safety file or competent design coordination.
Can I complete this form on site and share the record?
In the SiteSurvey app the form works offline, with signatures recorded against the questions. Share the completed record as a PDF or a link. Dates and action owners are recorded fields; this form does not send reminders or update other systems.
Related
Related templates
Templates that go with the pre-construction information record form
A construction phase plan record covering the team, programme, site rules, welfare, significant risks, emergency arrangements and revisions.
A design risk register linking design decisions, foreseeable lifecycle hazards, elimination options, residual risks, drawings and dutyholder communication.
A CDM health and safety file index with relevant residual risks, document revisions, maintenance information, outstanding items and client handover.
A demolition planning record linking surveys, structural advice, service isolation, sequence, exclusion zones, waste arrangements and hold-point reviews.
Record construction pre-start coordination, agreed responsibilities, outstanding information and actions before the planned work begins.
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