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Site paperwork · no management system, no certification

Site Safety Pack

126 pages across five files. Permits, inspection checklists, assessments, contractor control and site records. Drafted to ISO 45001 standard, and written for people who have no intention of ever getting certified.

If a principal contractor has just asked you for a construction phase plan, a RAMS, a ladder inspection record or a hot work permit, this is the pack.

126pages
5editable files
48toolbox talk topics

Not suitable if you are pursuing ISO 45001 certification. This pack has no policies, no manual, no procedures, no appointment letters and no registers. For that, see the ISO 45001 Complete Toolkit.

What is in it

5 permits to work30 pages

Hot work, confined space entry, work at height, electrical isolation, excavation. Each has a guidance page explaining when it is required and the legal basis, then the form: job details, hazard tick list, the controls the authoriser must physically check, authorisation, in-work monitoring and formal cancellation.

12 inspection checklists31 pages

Ladders and step ladders. Mobile access towers. Scaffold handover certificate. Scaffold weekly inspection. Harness, lanyard and fall arrest. PPE issue and inspection. Work equipment (PUWER). Portable electrical equipment. Racking and storage. First aid kits. Fire equipment and emergency lighting. General workplace inspection. Each carries who does it, how often, the legal basis and a quarantine rule.

6 assessment templates23 pages

General risk assessment with 5x5 scoring. COSHH. Manual handling using the task, individual, load and environment structure the regulations use. DSE, covering home and hybrid workers. Young persons and new or expectant mothers. First aid needs assessment.

Contractor and CDM pack28 pages

The nine-stage contractor route from specification to close-out, and the CDM 2015 duty map showing who holds what. Pre-qualification questionnaire. Insurance, accreditation and competence check. RAMS review checklist. Site induction record. Site monitoring and close-out record. Construction phase plan. Pre-construction information. Health and safety file structure.

Site records14 pages

Toolbox talk record with a list of 48 topics to work through. Incident investigation report with the RIDDOR deadlines built in. Nonconformity and corrective action form.

What makes it different

01Every document ends with what an assessor will ask

Not a summary. The actual questions an assessor puts about that document, and what to put in front of them. You will not find this in a template bundle, because template bundles are not written by people who have sat in the assessor’s chair.

02The law sits alongside the standard

Certification does not make you legally compliant, and the two are routinely confused. The statutory duties are mapped next to the clauses so neither is being satisfied by accident.

04Honest about its limits

Where a document must be produced by a competent specialist, such as a fire risk assessment, asbestos survey, legionella or health surveillance, the toolkit says so, explains how to commission one, and tells you how to judge whether what you were handed is any good. Selling you a template for those would be worse than selling you nothing.

The law, not just the standard. Certification does not make you legally compliant. This pack maps the UK statutory duties alongside the clauses so that neither is being met by accident: HSWA 1974, MHSWR 1999, RIDDOR 2013, LOLER, PUWER, COSHH, Work at Height, Confined Spaces, PPE including the 2022 amendment, CDM 2015, and fire safety law with the Scotland and Northern Ireland variations noted.

Who it is for

Contractors, electricians, scaffolders, roofers, building services and facilities firms. Anybody who has to hand paperwork to a client or a principal contractor and wants it to look like it was written by somebody who knew what they were doing.

Drafted for the United Kingdom with notes for Scotland and Northern Ireland, and structured so that the management system requirements carry across unchanged to any jurisdiction. Outside the UK you would replace the legal register entries with your own obligations; everything else holds.

Format and licence

Fully editable Microsoft Word and Excel in one zip. Every placeholder is in [SQUARE BRACKETS] so you can see at a glance what needs your input. Every guidance box is shaded so you know what to delete before you issue the document.

You may use, edit, adapt and rebrand everything within your own organisation, on as many sites and for as many people as you employ, and give completed copies to your certification body, assessor, clients, insurer or regulator.

You may not resell, share or distribute the blank toolkit outside your organisation, or repackage it as your own product.

Questions

Will this get us ISO 45001?
No, and it is not meant to. It has no policies, no manual, no procedures, no appointment letters and no registers. It is the site paperwork a principal contractor asks for, nothing more.
Why do the documents mention ISO 45001 clauses if we are not certifying?
Because the clause references are what make a permit look serious to the person receiving it, and because drafting to that standard is why the documents are structured properly in the first place. You can delete the references if you would rather.
Does it tell us when NOT to use something?
Yes, and that is deliberate. The confined space permit says plainly that two out of three confined space deaths are would-be rescuers, and that "we would call 999" is not a rescue plan. The scaffold handover says do not accept it with anything outstanding.
What format are the files?
Fully editable Microsoft Word in one zip, roughly 0.7 MB. Every placeholder is in [SQUARE BRACKETS] and every guidance box is shaded so you know what to delete before issue.