What the work includes
- Identify the project participants and required appointments.
- Assemble relevant property and pre-construction information.
- Coordinate design and construction interfaces.
- Plan site arrangements, communication and information flow.
- Identify the required completion and future-use information.
Important decisions
CDM separates client, designer and contractor responsibilities. Projects involving more than one contractor need the relevant principal appointments. HSE describes these roles and their duties. Building regulations use separate dutyholder requirements, even where role titles are similar; government guidance explains the distinction. The appointment must identify the actual role and competence required.
Assessment and the project brief
Explain who is commissioning the work, how the property is used and what is known about its condition. Supply available surveys and identify all proposed contractors so responsibilities can be set out before construction begins.
How the project proceeds
- Identify the work, parties and required roles.
- Collect information and address design-stage risks.
- Confirm construction planning and site arrangements.
- Coordinate changes and information during delivery.
- Assemble the information needed for completion and future work.
Working in occupied properties
Occupied areas, neighbours and public access need consideration before setting up the work area. Explain what must remain usable and agree how restrictions will be communicated throughout the job.
Budget and programme factors
The scope depends on project complexity, design development, contractor interfaces and the information already available. Allow time for surveys and appointments before construction. Late discovery of a missing design decision or site constraint can affect both safe sequencing and cost.
Completion and handover
At completion, keep the project information relevant to using and maintaining the property. The appointed parties should make clear which records are required and who will provide any outstanding information.
Projects across sectors
Education needs construction activity separated from students and staff. Retail premises need public interfaces planned. Industrial sites need construction boundaries coordinated with existing operations. Explore the full sector range to connect the project with the premises and its users.
Locations covered
We work across the recorded North East England coverage area, including Newcastle, Gateshead, Sunderland, Durham and the wider Northumberland, Tyne and Wear, County Durham and Teesside locations. Find your area in the locations directory and include the full property address when discussing the project.
Frequently asked questions
Does this service automatically appoint a principal designer?
No. A principal-designer appointment must be explicit and matched to the required role and competence. Coordination support and a formal statutory appointment are different scopes.
Do CDM arrangements only apply to large projects?
No. Construction work needs the applicable arrangements regardless of whether it is described commercially as a small job. The details should be proportionate to the actual project.
Are CDM and building-regulation principal roles identical?
No. They arise under different regimes and have different duties and competence requirements. The project appointments should identify each applicable role clearly.
What information should be gathered first?
Start with the proposed work, property use, known hazards, surveys, service information and the parties involved. This gives the appointed team a useful basis for planning.
Useful guides
Use the refurbishment scope guide to make the proposed work explicit and the property handover checklist to plan the information transfer.
Related work
Continue with Project Management, Design and Build, Surveys and Feasibility. Browse all projects, services, maintenance, sectors and locations.
Discuss construction design and management
Send the property, planned work and the contractors or advisers already involved. Explain the intended start date and available surveys. Contact Black & White Property Services.