Form library · Health and safety
Site-specific safety plan template
A written safety plan for one US construction job, filled in on a phone and kept with the project. It sets out the project and contacts, a competent person for each topic, the hazards on this site with the controls for each (falls, excavations, electrical, struck-by, caught-in or between, cranes, scaffolds, silica, heat and hazardous materials), the written programs the plan relies on, orientation and training, PPE, inspections at the frequencies you set, incident reporting and OSHA recordkeeping, subcontractor requirements, and emergency information with the nearest hospital and the route. Workers sign to acknowledge it. Working in Great Britain? Use the construction phase plan template instead.
For safety managers, superintendents and project managers at US general contractors and trade contractors who need a written plan for each job, whether the owner's contract asks for one or the company wants one.
Written for US construction under OSHA's 29 CFR 1926 and 1904. For a project in Great Britain, the construction phase plan under CDM 2015 does this job: use the construction phase plan template.
- Competent persons by topic, flagged if someone lacks the authority to correct hazards
- Ten common construction hazards, each with where it arises, your controls and an owner
- Programs and plans the job relies on, with any still being prepared counted
- Inspection schedule at your frequencies, with the minimums some standards set shown alongside
- OSHA reporting and recordkeeping, subcontractor requirements, hospital and route, worker acknowledgement
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What should a site-specific safety plan include?
A safety plan is useful when it is about this job: the edges, trenches and crane picks on this site, the named competent person for each, the inspections they actually do and how often, and directions to the hospital someone can follow under stress. A plan copied from the last job with the address changed protects nobody.
Last updated . Facts checked by the SiteSurvey team on 27 October 2026 against 29 CFR 1926.20, General safety and health provisions (eCFR), 29 CFR 1926.32, Definitions (eCFR), 29 CFR 1904.39, Reporting fatalities, hospitalizations, amputations and losses of an eye to OSHA (eCFR) and 29 CFR 1926.21, Safety training and education (eCFR).
How to write a site-specific safety plan
Write it before work starts on site, then revise it when the job moves into a new phase or a new trade arrives.
Project and contacts
Enter the site, the owner, the scope and phases, the dates, the peak workforce and the key contacts with phone numbers.
Name the competent persons
For each topic that applies, such as excavations, scaffolds, fall protection or silica, name the competent person, their training and whether they are authorized to stop work and correct hazards.
Hazards and controls
Tick the hazards on this job. For each one, say where and when it arises, the controls you will use and who is responsible. Add any other hazards.
Programs, training and PPE
List the written programs the plan relies on and their status. Record what site orientation covers, toolbox talks, the orientation record and the PPE required.
Inspections, incidents and subcontractors
Set the inspection schedule, how incidents are reported and who reports to OSHA, where the 300 Log is kept, and what each subcontractor must provide.
Emergency information and sign-off
Add the location to give the 911 dispatcher, the nearest hospital and the route, first aid, the assembly point and evacuation. Record any actions, sign the plan and collect worker acknowledgements.
What makes a site-specific safety plan useful
Site hazards and controls: where and when, the controls, and who is responsible
Five-story apartment job in Denver, plan rev 0, 5 October. Falls: podium deck edges and framing floors 2 to 5. Cable guardrail on the podium edge before framing starts, openings covered and marked, framers tie off to engineered anchors until walls and guardrail are up. Responsible: J. Halvorsen, superintendent.
Fictional example. Record the actual evidence and approved arrangements for your job.
A common recording mistake
Listing every OSHA program the company owns without saying which apply here, who keeps them, or whether they are on site, so a silica plan that is still a draft looks finished.
What happens next
Issue the plan before work starts, walk every new worker through it at orientation, and revise it when the job moves into a new phase or a new trade arrives.
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Want to see one filled in? See a completed site-specific safety plan report (PDF), made by SiteSurvey from a fictional site visit.
Every question in the site-specific safety plan template
A written site-specific safety plan for one US construction job: project and contacts, competent persons by topic, each site hazard (falls, excavations, electrical, struck-by, caught-in, cranes, scaffolds, silica, heat, hazardous materials) with its controls, the programs it relies on, orientation and training, PPE, inspections with the frequencies you set, incident reporting and OSHA recordkeeping, subcontractor requirements, emergency information with the nearest hospital, actions and sign-off, and a worker acknowledgement. 12 sections and 153 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 address: the site address, from the space or the project
- Owner or client: the project's customer
Project and contacts
- ProjectShort answer
Filled in from the project in SiteSurvey.
Fills in from the project name - Site addressShort answerFills in from the site address, from the space or the project
- Owner or clientShort answerFills in from the project's customer
- Location (GPS)Short answer
- Plan date*Date
- Plan prepared by*Short answer
- Employer writing this plan*Short answer
Usually the general contractor.
- Type of projectChoose one
- New residential, multi-family
- New residential, single-family
- New commercial
- Renovation or tenant improvement
- Civil or site work
- Other
- Scope of work*Notes
What is being built, stories, structure type, main phases.
- Planned startDate
- Planned completionDate
- Most workers expected on site at onceNumber
- Building permit numberShort answer
- Plan revisionShort answer
For example Rev 0, Rev 1 after the crane arrives.
- GuidanceWhat this plan is for. Under 29 CFR 1926.20(b) the employer starts and keeps up the programs needed to comply with the construction standards, including frequent and regular inspections of the job site, materials and equipment by competent persons the employer designates. Part 1926 has no standard called a "site-specific safety plan": this form is one way to write those programs down for one site. It does not make anyone compliant; doing what it says on site does the work.
- CheckWorking in Great Britain? Use the construction phase plan form instead. It follows CDM 2015.
- Project contactsRepeat for each contact. Each one asks:
- Role*Choose one
- Project manager
- Superintendent
- Safety manager or director
- Owner representative
- Architect
- Structural engineer
- Foreman
- Other
- Name*Short answer
- CompanyShort answer
- PhoneShort answer
- Contacts listedWorked out by the form
Competent persons
- GuidanceA competent person can identify existing and predictable hazards in the surroundings or working conditions and has authorization to take prompt corrective measures to eliminate them (29 CFR 1926.32(f)). Name one for each topic that applies on this site.
- Competent persons by topicRepeat for each topic. Each one asks:
- Topic*Choose one
- Excavations and trenching
- Scaffolds
- Fall protection
- Cranes and rigging
- Silica
- Electrical
- Ladders and stairways
- Hazard communication
- Concrete and masonry
- Steel erection
- First aid and CPR
- Other
- Competent person*Short answer
- CompanyShort answer
- PhoneShort answer
- Training or experience for this topicNotes
Course, card or years of experience; keep copies with the plan.
- Authorized to stop work and correct hazards?*Yes or No
- WarningA competent person must have authorization to take prompt corrective measures (1926.32(f)). Give them that authority or name someone who has it.Shown when “Authorized to stop work and correct hazards?” is No
- Topics coveredWorked out by the form
- Without authority to correct hazardsWorked out by the form
Site hazards and controls
- GuidanceTick each hazard on this job. For each one, say where and when it arises, the controls, and who is responsible. Controls are yours: the form sets none.
- Hazards on this site*Tick all that apply
- Falls from height
- Excavations and trenching
- Electrical
- Struck-by (vehicles, equipment, falling objects)
- Caught-in or between
- Cranes and rigging
- Scaffolds
- Respirable crystalline silica
- Heat
- Hazardous materials
- GuidanceFalls from height. Unprotected sides and edges 6 feet (1.8 m) or more above a lower level need guardrails, safety nets or personal fall arrest (29 CFR 1926.501(b)(1)). A written fall protection plan is an option only for leading edge, precast concrete or residential construction work where conventional fall protection is infeasible or creates a greater hazard; a qualified person prepares it for this site and a copy stays on site (1926.502(k)).Shown when “Hazards on this site” includes “Falls from height”
- Falls from height: where and when on this jobShort answerShown when “Hazards on this site” includes “Falls from height”
- Falls from height: controls*NotesShown when “Hazards on this site” includes “Falls from height”
- Falls from height: responsible personShort answerShown when “Hazards on this site” includes “Falls from height”
- GuidanceExcavations and trenching. A competent person inspects excavations, the areas next to them and protective systems daily before work starts, as needed through the shift, and after every rainstorm or other hazard-increasing event (1926.651(k)(1)).Shown only when the answers above make it relevant
- Excavations and trenching: where and when on this jobShort answerShown only when the answers above make it relevant
- Excavations and trenching: controls*NotesShown only when the answers above make it relevant
- Excavations and trenching: responsible personShort answerShown only when the answers above make it relevant
- GuidanceElectrical. Use ground-fault circuit interrupters on 120-volt, single-phase, 15- and 20-ampere receptacles that are not part of the permanent wiring, or an assured equipment grounding conductor program (1926.404(b)(1)).Shown when “Hazards on this site” includes “Electrical”
- Electrical: where and when on this jobShort answerShown when “Hazards on this site” includes “Electrical”
- Electrical: controls*NotesShown when “Hazards on this site” includes “Electrical”
- Electrical: responsible personShort answerShown when “Hazards on this site” includes “Electrical”
- Struck-by (vehicles, equipment, falling objects): where and when on this jobShort answerShown when “Hazards on this site” includes “Struck-by (vehicles, equipment, falling objects)”
- Struck-by (vehicles, equipment, falling objects): controls*NotesShown when “Hazards on this site” includes “Struck-by (vehicles, equipment, falling objects)”
- Struck-by (vehicles, equipment, falling objects): responsible personShort answerShown when “Hazards on this site” includes “Struck-by (vehicles, equipment, falling objects)”
- Caught-in or between: where and when on this jobShort answerShown when “Hazards on this site” includes “Caught-in or between”
- Caught-in or between: controls*NotesShown when “Hazards on this site” includes “Caught-in or between”
- Caught-in or between: responsible personShort answerShown when “Hazards on this site” includes “Caught-in or between”
- GuidanceCranes and rigging. A competent person begins a visual inspection of the crane before each shift it is used (1926.1412(d)(1)). Lift plans and rigging come from the crane contractor and the lift supervisor.Shown only when the answers above make it relevant
- Cranes and rigging: where and when on this jobShort answerShown only when the answers above make it relevant
- Cranes and rigging: controls*NotesShown only when the answers above make it relevant
- Cranes and rigging: responsible personShort answerShown only when the answers above make it relevant
- GuidanceScaffolds. A competent person inspects scaffolds for visible defects before each work shift and after anything that could affect their structural integrity (1926.451(f)(3)).Shown when “Hazards on this site” includes “Scaffolds”
- Scaffolds: where and when on this jobShort answerShown when “Hazards on this site” includes “Scaffolds”
- Scaffolds: controls*NotesShown when “Hazards on this site” includes “Scaffolds”
- Scaffolds: responsible personShort answerShown when “Hazards on this site” includes “Scaffolds”
- GuidanceRespirable crystalline silica. Where silica exposure is not kept below 25 micrograms per cubic meter (8-hour TWA) under any foreseeable conditions, the employer has a written exposure control plan and a competent person who inspects to put it into practice (1926.1153(a), (g)).Shown when “Hazards on this site” includes “Respirable crystalline silica”
- Respirable crystalline silica: where and when on this jobShort answerShown when “Hazards on this site” includes “Respirable crystalline silica”
- Respirable crystalline silica: controls*NotesShown when “Hazards on this site” includes “Respirable crystalline silica”
- Respirable crystalline silica: responsible personShort answerShown when “Hazards on this site” includes “Respirable crystalline silica”
- GuidanceHeat. Some states have their own heat rule, for example California title 8 section 3395. Check the rules where the site is.Shown when “Hazards on this site” includes “Heat”
- Heat: where and when on this jobShort answerShown when “Hazards on this site” includes “Heat”
- Heat: controls*NotesShown when “Hazards on this site” includes “Heat”
- Heat: responsible personShort answerShown when “Hazards on this site” includes “Heat”
- GuidanceHazardous materials. Hazard communication in construction follows 1910.1200 (1926.59): a written program with a list of the hazardous chemicals on site, labels, safety data sheets and training, and on a multi-employer site, how other employers get the safety data sheets (1910.1200(e)).Shown when “Hazards on this site” includes “Hazardous materials”
- Hazardous materials: where and when on this jobShort answerShown when “Hazards on this site” includes “Hazardous materials”
- Hazardous materials: controls*NotesShown when “Hazards on this site” includes “Hazardous materials”
- Hazardous materials: responsible personShort answerShown when “Hazards on this site” includes “Hazardous materials”
- Other hazardsRepeat for each hazard. Each one asks:
- Hazard*Short answer
- Where and whenShort answer
- Controls*Notes
- Responsible personShort answer
- Hazards listedWorked out by the form
- Photos of site hazards and controlsPhotos
Programs and plans referenced
- GuidanceList the written programs this plan relies on. Some are required by a particular standard, for example a hazard communication program with a list of the chemicals on site (1910.1200(e), through 1926.59), or a silica exposure control plan (1926.1153(g)). An emergency action plan required by a standard covers escape routes, accounting for everyone after evacuation, rescue and medical duties, how to report emergencies, and who to contact (1926.35(b)).
- Programs and plansRepeat for each program. Each one asks:
- Program or plan*Choose one
- Fall protection plan (1926.502(k))
- Hazard communication program
- Emergency action plan
- Silica exposure control plan
- Excavation protective system design
- Crane lift plan
- Heat illness prevention plan
- Lockout or energy control
- Respiratory protection program
- Assured equipment grounding conductor program
- Fire prevention plan
- Other
- NameShort answerShown when “Program or plan” is “Other”
- Document and revisionShort answer
- Who keeps it up to dateShort answer
- Where it is kept on siteShort answer
- Status*Choose one
- In place on site
- Being prepared
- Not needed on this job
- In place byDateShown when “Status” is “Being prepared”
- Programs listedWorked out by the form
- Still being preparedWorked out by the form
- Program documentsPhotos
Orientation and training
- GuidanceThe employer instructs each employee in recognizing and avoiding unsafe conditions and the regulations that apply to their work (29 CFR 1926.21(b)(2)), with extra instruction for anyone handling harmful substances or flammable liquids, gases or toxic materials (1926.21(b)(3), (5)). Only people qualified by training or experience operate equipment and machinery (1926.20(b)(4)).
- Site orientation covers*Tick all that apply
- This plan and site rules
- Hazards on this site and their controls
- Emergency procedures and assembly point
- Reporting injuries, near misses and hazards
- PPE required
- Hazard communication and where the safety data sheets are
- Fall protection on this site
- Traffic routes and equipment zones
- Who the competent persons are
- Stop work authority
- Orientation given by*Short answer
- WhenShort answer
For example before starting work, first morning on site.
- Toolbox talksNotes
How often, who leads them, where they are recorded.
- Orientation recordRepeat for each person. Each one asks:
- Name*Short answer
- CompanyShort answer
- Orientation date*Date
- Other training for this jobShort answer
For example scaffold user, fall protection, silica, forklift.
- Cards or certificates seenShort answer
- People orientedWorked out by the form
Personal protective equipment
- Minimum PPE for everyone on site*Tick all that apply
- Hard hat
- Safety glasses
- High-visibility vest
- Work boots
- Gloves
- Hearing protection in posted areas
- Task-specific PPE*Notes
For example harness and lanyard on the deck, face shield for cutting, respirator under the silica plan.
- Who supplies and replaces PPEShort answer
- PPE for visitorsShort answer
- How PPE is checkedNotes
For example harnesses inspected before each use, damaged items tagged out.
Inspections
- GuidanceYou set the frequencies. Some standards set a minimum: scaffolds before each work shift (1926.451(f)(3)), excavations daily before work and after rain (1926.651(k)(1)), cranes before each shift they are used (1926.1412(d)(1)), and the first aid kit at least weekly on each job (1926.50(d)(2)).
- Inspection scheduleRepeat for each inspection. Each one asks:
- Inspection*Choose one
- Site safety walk
- Scaffolds
- Excavations
- Cranes before use
- Fall protection equipment
- Ladders
- Extension cords and GFCIs
- Fire extinguishers
- First aid kit
- Heavy equipment
- Housekeeping
- Other
- WhatShort answerShown when “Inspection” is “Other”
- How often*Choose one
- Before each shift
- Daily
- Weekly
- Every two weeks
- Monthly
- After storms or other events
- Other
- FrequencyShort answerShown when “How often” is “Other”
- Who inspects*Short answer
- Where it is recordedShort answer
- Inspections scheduledWorked out by the form
- How hazards found on inspection are corrected and closed out*Notes
Incident reporting and recordkeeping
- How workers report injuries, near misses and hazards*Notes
- Reported to on site*Short answer
- Who investigatesShort answer
- WarningReporting to OSHA. Report a work-related fatality within 8 hours, and an in-patient hospitalization, amputation or loss of an eye within 24 hours, to the nearest OSHA Area Office, on 1-800-321-6742, or online (29 CFR 1904.39(a)). This applies to all covered employers, including those exempt from keeping records (1904.1(a)).
- Who reports to OSHA*Short answer
- GuidanceRecords. A recordable case (death, days away, restricted work or transfer, medical treatment beyond first aid, loss of consciousness, or a significant diagnosed injury or illness, 1904.7(a)) goes on the OSHA 300 Log and a 301 within seven calendar days (1904.29(b)(3)). A site expected to last less than a year can share one 300 Log with other short-term sites (1904.30(b)(1)). Employers with 10 or fewer employees all last year generally keep no records unless told in writing (1904.1(a)). Keep the records five years (1904.33).
- Does the employer keep OSHA 300 records?*Yes or No
- Where the 300 Log for this site is keptShort answerShown when “Does the employer keep OSHA 300 records?” is Yes
- Who keeps itShort answerShown when “Does the employer keep OSHA 300 records?” is Yes
- How subcontractors report their incidents to the general contractorNotes
Subcontractor requirements
- Every subcontractor must*Tick all that apply
- Follow this plan and the site rules
- Send their written safety program before starting
- Name their competent persons
- Send safety data sheets for chemicals they bring
- Have every worker attend site orientation
- Attend toolbox talks
- Do a task hazard analysis before new tasks
- Report injuries and near misses the same day
- Inspect their own tools and equipment
- SubcontractorsRepeat for each subcontractor. Each one asks:
- Subcontractor*Short answer
- TradeShort answer
- Safety contact on siteShort answer
- PhoneShort answer
- Their safety program received?*Yes or No
- Safety data sheets for their chemicals received?Yes or No
- Their competent personsShort answer
- Subcontractors listedWorked out by the form
- Safety program not yet receivedWorked out by the form
Emergency information
- GuidanceArrange prompt medical attention before the project starts (29 CFR 1926.50(b)). Where no clinic, hospital or physician is reasonably accessible, someone with a valid first-aid certificate must be on site (1926.50(c)). Where 911 is used from a phone that does not send the caller's location, post the site's latitude and longitude or other clear location details (1926.50(f)(2)).
- Emergency number*Short answer
- Location to give the dispatcher*Short answer
Street address and entrance, or latitude and longitude.
- Nearest hospital emergency department*Short answer
- Hospital address*Short answer
- Distance (miles)Number
- Drive time (minutes)Number
- Route to the hospital*Notes
- Occupational clinic for non-emergency injuriesShort answer
- First-aid and CPR trained people on site*Short answer
- First aid kit locationsShort answer
- Assembly point*Short answer
- Fire extinguisher locationsShort answer
- Evacuation and headcount*Notes
Alarm or signal, routes, who counts heads.
- Who meets the ambulance at the gateShort answer
- Utility shut-offs and emergency contactsShort answer
- Photos of the posted emergency information, entrance and assembly pointPhotos
Acknowledgement
- GuidanceEach person signs to say they have been through the plan and the site orientation and will follow it.
- AcknowledgementsRepeat for each person. Each one asks:
- Name*Short answer
- CompanyShort answer
- Date*Date
- SignatureSignature
- People signedWorked out by the form
Actions and sign-off
- Items needing actionWorked out by the form
- ResultWorked out by the form
- ActionsRepeat for each action. Each one asks:
- Action*Notes
- PriorityChoose one
- Before work starts
- Before the hazard is reached
- This week
- At the next plan review
- Who will do it*Short answer
- Due byDate
- Status*Choose one
- Open
- In progress
- Done, checked
- Photo when donePhotosShown when “Status” is “Done, checked”
- Actions still openWorked out by the form
- Decision*Choose one
- Plan issued for use on site
- Issued: finish the listed actions
- Not ready: review before work starts
- Next check or re-inspection dateDate
- Review the plan whenShort answer
For example each new phase, a new subcontractor, after any incident.
- Summary for the clientNotes
- Plan prepared by nameShort answer
- Plan prepared by signature*Signature
- Project manager or superintendent nameShort answer
- Project manager or superintendent signatureSignature
See it filled in
A completed site-specific safety plan 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.
Site-specific safety plan FAQs
Does OSHA require a site-specific safety plan?
Part 1926 has no standard called a site-specific safety plan; a search of title 29 on eCFR for that phrase returns nothing. What 29 CFR 1926.20(b) does require is that the employer starts and maintains the programs needed to comply with the construction standards, with frequent and regular inspections of the job site, materials and equipment by competent persons the employer designates. Some standards also call for their own written plans. A site-specific safety plan is one way to write all of this down for one job. If your contract asks for one, check what it says the plan must contain.
Source: 29 CFR 1926.20, General safety and health provisions (eCFR).
What is a competent person?
Under 29 CFR 1926.32(f), a competent person is one who is capable of identifying existing and predictable hazards in the surroundings or working conditions which are unsanitary, hazardous or dangerous to employees, and who has authorization to take prompt corrective measures to eliminate them. The form asks for each competent person's training and whether they have that authority, and counts anyone who does not.
Source: 29 CFR 1926.32, Definitions (eCFR).
How often does the site need to be inspected?
Section 1926.20(b)(2) asks for frequent and regular inspections by competent persons without setting one interval. Some standards set their own minimum: scaffolds are inspected before each work shift and after any occurrence that could affect their structural integrity (1926.451(f)(3)), and excavations daily before work starts and after every rainstorm or other hazard-increasing event (1926.651(k)(1)). You set the frequency for each inspection in the plan.
Sources: 29 CFR 1926.20, General safety and health provisions (eCFR), 29 CFR 1926.451, Scaffolds: general requirements (eCFR) and 29 CFR 1926.651, Excavations: specific requirements (eCFR).
What has to be reported to OSHA, and how fast?
A work-related fatality within 8 hours, and an in-patient hospitalization, amputation or loss of an eye within 24 hours. Report to the nearest OSHA Area Office by phone or in person, on 1-800-321-6742, or online (29 CFR 1904.39(a)). The plan names who makes the report and where the OSHA 300 Log for the site is kept.
Is this the same as a construction phase plan?
No. A construction phase plan is the written plan required for projects in Great Britain under the Construction (Design and Management) Regulations 2015. This form is written for US sites under OSHA's rules. For a UK project, use the construction phase plan template instead.
Does filling in this plan make us OSHA compliant?
No. It writes down what you will do on this job. Compliance depends on doing it: competent persons inspecting, hazards controlled, people trained and incidents reported. The form helps you keep that record in one place with photos, and gives you a PDF report and a link you can share with the owner or a subcontractor.
Related
Related templates
Templates that go with the site-specific safety plan form
A job hazard analysis, also called a job safety analysis: each step of the job with its hazards and controls, PPE, permits, emergency plan, crew sign-on and review. Written for US work to OSHA guidance, with an Activity Hazard Analysis mode for USACE EM 385-1-1 contracts.
Construction site safety walk: perimeter, work at height, welfare, housekeeping, plant, hazards and actions.
An excavation inspection record with scope, shift or event trigger, ground and support observations, hazards, actions and competent inspector details.
A written heat illness prevention plan for a California site under title 8 section 3395 (and 3396 for indoor work): water with the quantity worked out, shade and cool-down rests, high-heat procedures at 95°F, acclimatization, emergency response with directions to the site, a training record, then a daily heat log and a record of each cool-down rest.
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