Project Name

CDM Analysis Report, Stage X

COVER

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Version No, DD Month YYYY to use a relevant image rather than this grey
placeholder frame.

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and the text is easily legible.

Consider using white writing and font in case

of dark image.

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to edit - choose a white version when using
darker backgrounds.

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 Document Control

Job Title: -----

Job number: 00000

Report title: Report 01

Report number: R000

Revision: 00

Date of issue: 00 Month 0000

Purpose of issue: -----

Compiled by: Forename Surname - AHMM Architects

(Name/ Company) Forename Surname - Consultant GENERIC FORMATTING INFO
Reviewed by: Forename Surname - AHMM Architects
(Name, Company) Please delete all pink markup boxes prior to
Authorised for Forename Surname - AHMM Architects issue or make layer ‘Markup & Notes’ invisible.
issue by: (Associate
Director/Associate) Document footer: This is controlled by the
Date reviewed: 00 Month 0000 Masterpage ‘A-Master’. If you change the content
on this page it will cascade onto all other pages.
Date authorised 00 Month 0000 It is advisable to keep the ‘Footer’ layer locked to
for issue:
prevent the elements from moving.
File name/ I:\AHMM Images 20XX\00000 Job
Location Name\5.0 Reports\report filename
The templates CDM1-6 have their own bespoke
masterpages. All master pages have been applied
to this sample document. In order to unlock the
Note pages click ctrl+shift and pull a selection with
This document is prepared for the sole use of our client for the mouse. Alternatively select the page in the
the respective project and no liability to any other persons
is accepted by Allford Hall Monaghan Morris Ltd.
page menu > right mouseclick > Override all
masterpage items. Keep the footer info locked.
© Allford Hall Monaghan Morris Ltd
As the templates are set up as tables it is
advisable to keep frames visible > ctrl+H
Contact details
(Project Architect name) Pages contain individual notes. Please read
(Project Architect email) them briefly and then turn the Markup layer off.
Morelands
5-23 Old Street
London
EC1V 9HL

T: 020 7251 5261

F: 020 7251 5123

Allford Hall Monaghan Morris Ltd Architects. www.ahmm.co.uk

2 Morelands, 5-23 Old Street, London EC1V 9HL T: 020 7251 5261 Construction Design Management (CDM) Report - Template Version 1_Jan 2020
CDM Analysis Report including Pre-Construction Information (PCI)
Contents

Introduction................................................................................................................................ 4

Guidance for working with the CDM Tool Kit.......................................................................... 4

Understanding the ‘CDM Toolkit’.............................................................................................. 5

1.0 Project CDM Strategy Brief (CDM1).............................................................................. 6

2.0 Site Investigation and Surveys Data Tracker (CDM2).................................................. 8

3.0 Schedule of Significant CDM Issues (CDM3)...............................................................10

4.0 CDM Analysis and Option Matrix (CDM4)....................................................................12

5.0 Health & Safety File (CDM5)..........................................................................................14

6.0 Design Risk Management - CDM Procedures for Project Teams (CDM6).................15

Appendix A................................................................................................................................16
Particular Risks

Appendix B................................................................................................................................17
GA Drawings with significant CDM Issues located

Appendix C................................................................................................................................18
Other Consultants Risk Analysis Information

Working with Tables..................................................................................................................20

Indesign formatting guidance for this toolkit

Allford Hall Monaghan Morris Ltd Architects. www.ahmm.co.uk

Morelands, 5-23 Old Street, London EC1V 9HL T: 020 7251 5261 Construction Design Management (CDM) Report - Template Version 1_Jan 2020 3
 Introduction Guidance for working with the CDM Tool Kit
(switch off ‘Markup & Notes’ layer prior to issuing)

Brief project description Aim of this document Meetings (reviews/catchups)

Please overwrite or delete The AHMM CDM Toolkit process is aimed to ensure Using templates it is required to have regular meetings
that all relevant CDM issues are captured within with the in-house CDM team. Each meeting will be
the design where we are Principal Designers and documented by the CDM team using the ‘CDM review
Designers. This process demonstrates AHMM’s report’. The frequency of meetings to be agreed with
commitment to good design and for compliance with the CDM team and Technical team co-ordinator at the
CDM regulation 2015 as Principal Designers and early stages of the project.
Designers, and to achieve well designed projects.
CDM toolkit as Principal Designer
What is the ‘CDM Toolkit’ The toolkit process will reflect the CDM issues within
The CDM templates must be set up as early as the template and should capture issues identified
possible when AHMM is appointed as a Designer or during coordination with other appointed consultants
Principal Designer for a project. The templates should on the project.
be used along side regular meetings with updates and
management of the design process until the handover. CDM toolkit as Designer
This process is called the ‘CDM Toolkit’ consisting The toolkit process will reflect the CDM issues within
of the various templates used independently and the template relevant to our design and to be shared
collectively. with the external Principal Designer.

Appointing of a CDM Champion For detailed procedures see CDM6.

A CDM champion must be appointed at an early stage
of the project within the AHMM team. He/She will be
responsible for setting-up, issuing and updating the
CDM templates and attending the regular meetings
(reviews/ catch-ups) with the AHMM CDM team or
with the external Principal Designer(depending on the
appointment). The CDM champion should arrange for
regular CDM coordination meetings with the project
team if AHMM is appointed as a Principal Designer.

Allford Hall Monaghan Morris Ltd Architects. www.ahmm.co.uk

4 Morelands, 5-23 Old Street, London EC1V 9HL T: 020 7251 5261 Construction Design Management (CDM) Report - Template Version 1_Jan 2020
Understanding the ‘CDM Toolkit’
Documents

1.0 Project CDM Strategy Brief (CDM1)

The template informs project details and client management arrangements,
setting a background for the CDM strategy. Should be regularly reviewed and
updated by the entire team.

2.0 Site Investigation and Survey Data Tracker (CDM2)

Identify the relevant surveys/data required for the project. The requested/
received information should be tracked using the template. Should be regularly
reviewed and updated by the entire team.

3.0 Schedule of ‘Significant CDM issues’ (CDM3)

The project significant CDM issues briefly captured in an executive summary
within this template with a reference number, that relates to the BIM
environment or General Arrangement drawings.

4.0 CDM Analysis and Option Matrix (CDM4)

This template will inherit the CDM issue numbering from CDM3. The CDM issues
to be explained visually using sketches/drawing/pictures based on the parameters
within the template. The template should also include text explaining the issue and
reference to relevant documents, brief, drawings and future drawings.

5.0 Health & Safety File and Tracker (CDM5)

The template is a coverpage to the H&S file documents which informs a table of
content, information status and guidance. The folder structure is saved within the
project folder and should be populated throughout the design process by the entire
team. The information collated along with the coverpage to be handed over to the
client upon completion of our appointment, or to the contractor if not PD during
construction.

6.0 Design Risk Management - CDM Procedures for Project Teams (CDM6)
Please specify

Appendix A
Particular Risks

Appendix B
Other Relevant drawings to be marked using CDM symbols.
ie: GAs, Elevations, Sections, etc.

Appendix C
Other Consultants Risk Analysis Information
Allford Hall Monaghan Morris Ltd Architects. www.ahmm.co.uk
Morelands, 5-23 Old Street, London EC1V 9HL T: 020 7251 5261 Construction Design Management (CDM) Report - Template Version 1_Jan 2020 5
 1.0 Project CDM Strategy Brief (CDM1)
CDM Strategy Brief Team Responses to Project Leader Comments - Contact details, x CDM Strategy Brief Team Responses to Project Leader Comments - Contact details, x
Notes, Dates Reviews etc.  Notes, Dates Reviews etc. 
Project Leadership
Project Details
Client Lead Contact and Organisation Email
Description of project / outline scope of
works. x Project Manager Lead Contact and Organisation Email

Principal designer Lead Contact and Organisation Email

Address/location/environment of site. 
Client Brief / Outline CDM Scope Principal contractor Lead Contact and Organisation Email

Operational requirements (e.g.any Cost Consultant- QS Lead Contact and Organisation Email
existing activities to remain e.g. Architects Lead Contact and Organisation Email
Occupation, Manufacture etc)
Designer 1 (eg: Structural) Lead Contact and Organisation Email
H&S expectations of client (if above
Statutory requirements) Designer 2 (eg: Services) Lead Contact and Organisation Email
H&S file -format & index (if different to Designer 3 (eg: Landscape) etc. Lead Contact and Organisation Email
Appendix 4 L153) of future file
(Continue as required) (Others). Lead Contact and Organisation Email
Project Timescales (what are the key stages and how long will they run for?)
Procurement Strategy
RIBA Stage 0 - Strategic Definition
Approx. Contract Sum/Anticipated
RIBA Stage 1 - Preparation and Brief Project Cost (if known)
RIBA Stage 2 - Concept Design Form of Contract (if agreed)
RIBA Stage 3 - Developed Design Communication Strategy
RIBA Stage 4 - Technical Design Team meetings anticipated, number, Will CDM issues be considered at each
frequency, length, location etc. at each DTM? or will dedicated meetings be re-
RIBA Stage 5 - Construction
workstage. DTMs, CDM, Client etc quired? Or both?
RIBA Stage 6 - Handover & Close Out

RIBA Stage 7 – In Use Design Team Induction Process for (Strategy Brief for new design team
CDM members.)
Commission/ handover/ H & S File
Visual tools, drawings, analysis (Relevant drawing, images, photos to be
Clarify at which of the above stages are documents, reviews essential from all. included in CDM report.)
you starting the CDM/Principal Designer
process Use of BIM for Health & Safety

Is there any pre-existing CDM Analysis, Health and Safety File Status (PD Up-
risk register, H&S file or relevant infor- date of DTMs or Progress Meetings)
mation & where? Client Duties
Strategic Risks (what are the significant or unusual site H&S risks or client requirments) F10 to be issued
Work involving Particular Risks - Refer Provide PCI to team
to L153-Schedule 3 (eg: offsite manu-
facture, large PC panels, working over Welfare facilities + Site establishment Assist Client and Principal Contractor with
water etc). See Appendix A Site Drawings
Strategic Design Intent and associated (Project specific brief comments eg. Atrium (Any significant suggestions,
Construction phase plan prepared Assist Client and Principal Contractor
risks (e.g. Major temporary works, Sta- essential, Public use of roof, Building over recommendations, actions.)
before construction commences
bility considerations, unusual site con- water, etc)
straints & logistics occupation on site).

x – Information required – Information received

Project: 00000 Name of Project Date: XX Month Year Design Stage: Workstage (Name) Revision No: 123
Team Consultees Client Architect AHMM Struct. Engineer Services Eng. P. Contractor
Others PM P. Designer Facade Cost Consultant Facade Access
Int. Des Fire Eng. Acoustic Lighting Design Others

Allford Hall Monaghan Morris Ltd Architects. www.ahmm.co.uk

6 Morelands, 5-23 Old Street, London EC1V 9HL T: 020 7251 5261 Construction Design Management (CDM) Report - Template Version 1_Jan 2020
1.0 Project CDM Strategy Brief (CDM1) • Project: 00000 • XX Month Year

Note
Please make layer ‘Markup & Notes’ invisible to
remove pink markup boxes after reading.
Every new textframe will repeat the table header automatically. Keep
invisible table cells visible, this will help you with editing > View >
Extras > Show Frame Edges or ctrl+h.
All CDM template from D1 - D5 are available as masterpages.
Follow-on pages simply contain empty text frames. Once a follow-on
page master is applied to a new page you’d have to manually thread
the last frame on the previous page with the newly created ones.
The margins and styles blend in with the A3 report template for
seamless integration.
Unlocking: Keep ctrl and shift pressed and create a selection with
your cursor across the page.
Applying the Red/Amber/Green status bars: They are embedded/
placed in the table cells. Simply select an existing one, then place
the cursor in the new cell and paste. You can easily allocate a new
colour to them. There are Red/Amber/Green colour swatches in the
swatches palette.

Project: 00000 Name of Project Date: XX Month Year Design Stage: Workstage (Name) Revision No: 123
Team Consultees Client Architect AHMM Struct. Engineer Services Eng. P. Contractor
Others PM P. Designer Facade Cost Consultant Facade Access
Int. Des Fire Eng. Acoustic Lighting Design Others

Allford Hall Monaghan Morris Ltd Architects. www.ahmm.co.uk

Morelands, 5-23 Old Street, London EC1V 9HL T: 020 7251 5261 Construction Design Management (CDM) Report - Template Version 1_Jan 2020 7
 2.0 Site Investigation and Surveys Data Tracker (CDM2)
Ref Item Action Owner/ Ref Item Action Owner/ Ref Item Action Owner/
Notes Status Notes Status Notes Status
24 Height Restrictions 50 COMAH Regs 2015
1 Ordnance Survey
25 National Parks 51 *Other relevant Survey Information
(Accuracy ± 400mm Urban Areas)
26 Areas of Outstanding Natural Beauty (ANOB)
2 Historical Maps
27 Green Belt
3 Existing Record Drawings from Client
4 Drawings (List of Drawings or refer to a Schedule
28 Refuse Collection Strategy Note
of Drawings) 29 Sites of Special Scientific Interest (SSSI) Please make layer ‘Markup & Notes’ invisible to
remove pink markup boxes after reading.
5 Existing Health & Safety File (CDM) from Client 30 Local Byelaws
Every new textframe will repeat the table header automatically. Keep
(Buildings completed or altered since 1995)
31 Topographic Survey - Measured Survey/Land invisible table cells visible, this will help you with editing > View >
6 Services/Utilities/Statutory Authorities (Location Survey – Features Extras > Show Frame Edges or ctrl+h.
and Capacities) possible diversions and or need All CDM template from D1 - D5 are available as masterpages.
for new infrastructure e.g. sub-station. (Gas/water/ 32 Laser Survey/ Sub scan Survey/ Cloud
Follow-on pages simply contain empty text frames. Once a follow-on
electricity/ Sewers/Telephone/Cables/ Drainage 33 Structural Survey / Condition Survey page master is applied to a new page you’d have to manually thread
condition) Note: PAS 128:2014
the last frame on the previous page with the newly created ones.
Survey Type A 34 Transport Survey
The margins and styles blend in with the A3 report template for
7 PTAL (Public Transport Accessibility Level) Rating 35 Parking Survey seamless integration.
Unlocking: Keep ctrl and shift pressed and create a selection with
8 Other Town Planning Applications 36 Archaeology
your cursor across the page.
9 Asbestos (Demolition/ ground) 37 Desktop Study/ Photographic survey/ Initial site Applying the Red/Amber/Green status bars: They are embedded/
visit report placed in the table cells. Simply select an existing one, then place
10 Aerial Photographs
38 Excavations/ Burial site survey the cursor in the new cell and paste. You can easily allocate a new
11 Historic Photographs colour to them. There are Red/Amber/Green colour swatches in the
39 Noise/Acoustic Survey swatches palette.
12 Underground Features (Tunnel/Mining/Fracking)
40 Air Quality Survey
13 Boundaries / Land Ownership
41 Arboriculture (Tree) Survey – Tree Preservation Orders/
14 Land Registry Plan Clay Shrinkage/ Clay Heave/Root Protection Zones
15 Ownership Deeds/Easements /Covenants Note: BS 5837 (2012)

16 Rights of Way 42 Ecological Survey (protected species/ bat roosts/

snails/slow worms)
17 Party Wall Matters
43 Environmental Assessment Survey
18 Rights of Light
44 Flood Risk Assessment
19 Listed Building – Historic England Listing Descrip-
tion 45 Geotechnical Survey (bore holes/trial pits- existing
features and foundations)
20 Local Development Framework
46 Contamination (Pathogens/Anthrax/ VOC’s/Radon/
21 Land Use Zones Methane)
22 Conservation Areas 47 Lead Paint Survey
23 View Corridors to 48 Unexploded Ordnance (UXO) Report
Landmarks
49 Quality of incoming water

Status Key
Information required Note - This survey tracker is for reference purposes only and should not be considered as a record of survey information or revisions. Responsibility sits with relevant
Requested surveys consultants for advising the client of surveys required to carry out their design services and for keeping an up-to-date record of latest survey information.
Information received
* This list is not necessarily comprehensive

Project: 00000 Name of Project Date: XX Month Year Design Stage: Workstage (Name) Revision No: 123
Team Consultees Client Architect AHMM Struct. Engineer Services Eng. P. Contractor
Others PM P. Designer Facade Cost Consultant Facade Access
Int. Des Fire Eng. Acoustic Lighting Design Others

Allford Hall Monaghan Morris Ltd Architects. www.ahmm.co.uk

8 Morelands, 5-23 Old Street, London EC1V 9HL T: 020 7251 5261 Construction Design Management (CDM) Report - Template Version 1_Jan 2020
2.0 Site Investigation and Surveys Data Tracker (CDM2) • Project: 00000 • XX Month Year

Project: 00000 Name of Project Date: XX Month Year Design Stage: Workstage (Name) Revision No: 123
Team Consultees Client Architect AHMM Struct. Engineer Services Eng. P. Contractor
Others PM P. Designer Facade Cost Consultant Facade Access
Int. Des Fire Eng. Acoustic Lighting Design Others

Allford Hall Monaghan Morris Ltd Architects. www.ahmm.co.uk

Morelands, 5-23 Old Street, London EC1V 9HL T: 020 7251 5261 Construction Design Management (CDM) Report - Template Version 1_Jan 2020 9
 3.0 Schedule of Significant CDM Issues (CDM3)
Significant Significant CDM Issues/ Description of Significant Risk * Mitigation, Control Measures or further information Design Issues
Risk/ Issue Generic issues to be avoided ‘So far as in reasonably practicable’ (SFARP) Status
No. Not tolerable
Ongoing
Tolerable

1.0 Site Environs and Site Establishment Strategy (incl. local features, transport corridors, AHMM
pedestrian flow, welfare provisions, vehicular access, site storage, unloading, cranage etc)

ABC

2.0 Site Enabling Strategy (incl. demolitions, de-contamination, remediation, temp. works etc.) Note
Please make layer ‘Markup & Notes’ invisible to remove
pink markup boxes after reading.
Every new textframe will repeat the table header automatically. Keep
invisible table cells visible, this will help you with editing > View > Extras
> Show Frame Edges or ctrl+h.
3.0 Existing Building and Services Strategy (incl. above and below ground features, adjoining
All CDM template from D1 - D5 are available as masterpages. Follow-on
properties, party wall issues etc) pages simply contain empty text frames. Once a follow-on page master
is applied to a new page you’d have to manually thread the last frame on
the previous page with the newly created ones.
The margins and styles blend in with the A3 report template for seamless
integration.
Unlocking: Keep ctrl and shift pressed and create a selection with your
4.0 Structural Works Strategy (incl. permanent, temporary & demolition requirements) cursor across the page.
Applying the Red/Amber/Green status bars: They are embedded/placed
in the table cells. Simply select an existing one, then place the cursor
in the new cell and paste. You can easily allocate a new colour to them.
There are Red/Amber/Green colour swatches in the swatches palette.

5.0 Heavy Component Movement Strategy (incl. large, heavy and awkward components,
method of vertical and horizontal movement for delivery storage & placement)

6.0 Off-site & On-site manufacturing and assembly strategy (incl. prefabricated, modular,
hand installed etc)

* Significant risks not necessarily those that involve the greatest risks, but those (including health risks) that are not likely to be obvious, are unusual, or likely to be difficult to manage effectively (Ref. CDM 2015 L153).

Project: 00000 Name of Project Date: XX Month Year Design Stage: Workstage (Name) Revision No: 123
Team Consultees Client Architect AHMM Struct. Engineer Services Eng. P. Contractor
Others PM P. Designer Facade Cost Consultant Facade Access
Int. Des Fire Eng. Acoustic Lighting Design Others

Allford Hall Monaghan Morris Ltd Architects. www.ahmm.co.uk

10 Morelands, 5-23 Old Street, London EC1V 9HL T: 020 7251 5261 Construction Design Management (CDM) Report - Template Version 1_Jan 2020
3.0 Schedule of Significant CDM Issues (CDM3) • Project: 00000 • XX Month Year

Significant Significant CDM Issues/ Description of Significant Risk * Mitigation, Control Measures or further information Design Issues
Risk/ Issue Generic issues to be avoided ‘So far as in reasonably practicable’ (SFARP) Status
No. Not tolerable
Ongoing
Tolerable

7.0 Safe working at height strategies (e.g. significant roof access, high ceilings, etc.)

8.0 Health Strategy (eg: excessive, dust, MSD, HAV, noise minimisation etc.)

9.0 Plant & Services design and installation strategy (e.g. location and construction issues)

10.0 Plant Replacement strategy (e.g. future access issues)

11.0 Plant, plantrooms services + riser access and Maintenance strategy

12.0 Facade access, window cleaning and glass replacement strategy

13.0 Phasing strategy (e.g. site, construction, occupation, etc.)

14.0 Miscellaneous issues (e.g. landscaping, wellbeing, Workplace Regulations etc.)

* Significant risks not necessarily those that involve the greatest risks, but those (including health risks) that are not likely to be obvious, are unusual, or likely to be difficult to manage effectively (Ref. CDM 2015 L153).

Project: 00000 Name of Project Date: XX Month Year Design Stage: Workstage (Name) Revision No: 123
Team Consultees Client Architect AHMM Struct. Engineer Services Eng. P. Contractor
Others PM P. Designer Facade Cost Consultant Facade Access
Int. Des Fire Eng. Acoustic Lighting Design Others

Allford Hall Monaghan Morris Ltd Architects. www.ahmm.co.uk

Morelands, 5-23 Old Street, London EC1V 9HL T: 020 7251 5261 Construction Design Management (CDM) Report - Template Version 1_Jan 2020 11
 4.0 CDM Analysis and Option Matrix (CDM4)
Significant Significant CDM Issues identified visually Design Control Methods Design Risk
CDM Risk* 1. Eliminate or avoid Risks (during early design stages) SFARP (so far as reasonably practicable). Brief comments, Guidance for Action & Status
Issues 2. Reduce or minimise Risks (during all design stages and include a safety system of work) ALARP (as low as reasonably practicable). future Actions etc Not tolerable
Ref No: 3. Provide further information with the design e.g. Residual Risks, Specialist Design Issues, Client FM input etc. Ongoing
4. Track action owner and status Tolerable

4.1 Construction above Underground Railway Tunnels (Example issue only - please specify) a.
Action Owner
(Insert Drawings / Images / Photos / Sketches / Annotations)

b.

c.

d.

etc.

Project: 00000 Name of Project Date: XX Month Year Design Stage: Workstage (Name) Revision No: 123
Team Consultees Client Architect AHMM Struct. Engineer Services Eng. P. Contractor
Others PM P. Designer Facade Cost Consultant Facade Access
Int. Des Fire Eng. Acoustic Lighting Design Others

Allford Hall Monaghan Morris Ltd Architects. www.ahmm.co.uk

12 Morelands, 5-23 Old Street, London EC1V 9HL T: 020 7251 5261 Construction Design Management (CDM) Report - Template Version 1_Jan 2020
4.0 CDM Analysis and Option Matrix (CDM4) • Project: 00000 • XX Month Year

Significant Significant CDM Issues identified visually Design Control Methods Design Risk
CDM Risk* 1. Eliminate or avoid Risks (during early design stages) SFARP (so far as reasonably practicable). Brief comments, Guidance for Action & Status
Issues 2. Reduce or minimise Risks (during all design stages and include a safety system of work) ALARP (as low as reasonably practicable). future Actions etc Not tolerable
Ref No: 3. Provide further information with the design e.g. Residual Risks, Specialist Design Issues, Client FM input etc. Ongoing
4. Track action owner and status Tolerable

4.2 Construction above Underground Railway Tunnels (Example issue only - please specify) a.
Action Owner
(Insert Drawings / Images / Photos / Sketches / Annotations)

b.

c.

d.

etc.

Project: 00000 Name of Project Date: XX Month Year Design Stage: Workstage (Name) Revision No: 123
Team Consultees Client Architect AHMM Struct. Engineer Services Eng. P. Contractor
Others PM P. Designer Facade Cost Consultant Facade Access
Int. Des Fire Eng. Acoustic Lighting Design Others

Allford Hall Monaghan Morris Ltd Architects. www.ahmm.co.uk

Morelands, 5-23 Old Street, London EC1V 9HL T: 020 7251 5261 Construction Design Management (CDM) Report - Template Version 1_Jan 2020 13
 5.0 Health & Safety File (CDM5)

Content Guidance If Designer Content Notes / Comments /Action required Completed 

The file must contain information about the current Where it is not possible to eliminate health and safety (Ref. CDM 2015 - L153 Appendix 4)
project likely to be needed to ensure health and safety risks when preparing or modifying designs, designers Required x
during any subsequent work, such as maintenance, must ensure appropriate information is included in the 1. Brief description of work carried out AHMM to provide 
cleaning, refurbishment or demolition. The file should health and safety file about the reasonably
NOT include things that will be of no help when practicable steps they have taken to reduce or
2. Any hazards that have not been eliminated All x
planning future construction work such as pre- control those risks. 3. Key structural principles Structural Engineer to provide
construction information, the construction phase plan, 4. Hazardous material used All
contractual documents, safety method statements
5. Information regarding the removal or Services Engineer to provide
etc. Information must be in a convenient form, clear,
dismantling of installed plant and equipment
concise and easily understandable.
6. Information about equipment provided for All
If Principal Designer cleaning or maintaining the structure
The principal designer must prepare the health & 7. The nature, location and markings of Services Engineer to provide
safety file. But this is primarily a coordination role and significant services
the PD must expect the cooperation of the rest of the
project team including the Principal Contractor and the 8. Information and as-built drawings of the Last Contract / Construction issue
Client team. This is to ensure that the structure and building, its plant and equipment
content are agreed early and who should provide the 9. Project specific additional information e.g. Fire Strategy information
relevant information and to what programme.
Progress of the file should commence from start on
site and be checked regularly at Design Team and
Progress meetings using this tracker or other suitable
means.

Project: 00000 Name of Project Date: XX Month Year Design Stage: Workstage (Name) Revision No: 123
Team Consultees Client Architect AHMM Struct. Engineer Services Eng. P. Contractor
Others PM P. Designer Facade Cost Consultant Facade Access
Int. Des Fire Eng. Acoustic Lighting Design Others

Allford Hall Monaghan Morris Ltd Architects. www.ahmm.co.uk

14 Morelands, 5-23 Old Street, London EC1V 9HL T: 020 7251 5261 Construction Design Management (CDM) Report - Template Version 1_Jan 2020
6.0 Design Risk Management - CDM Procedures for Project Teams (CDM6)
Design Pre-Construction /All Design Phases
Phases Construction Design Phase
RIBA Stages 0 1 2 3 1 2 3 4 1 2 3 4 0 1 2 3 4 5 6 0 1 2 3 4 5 6 4 5 6 7
ACTIONS IDENTIFY QUANTIFY CLARIFY NOTIFY MODIFY DELIVER
CDM Strategy Brief With Client initiate additional sur- Capture all foreseeable significant Keep project team informed of survey Project Team to advise on changes from At Tender stage Issue (PCI) Full CDM
Agree Significant Procedures

Identify the Strategic CDM issues, scope veys of site and existing buildings and site and design CDM strategic builda- & design development information and their discipline and discuss how this af- Document
A
to Action

briefing, timescales, team appointments, surroundings. Use CDM2 initially as bility, & maintainability issues in relation actions required. CDM2 fects the whole project at DTM’s, CDM4 At Start on Site commence
client H&S adviser, lead contacts, etc aide-memoire. Design concept being to other important design risk & Check client has issued the F10 to HSE and update drawings H&S File CDM5
CDM1 developed in drawings & stage reports reward/ benefit factors CDM4 as early as reasonable before construc- At Completion stage Issue Full Health &
tion starts Safety File CDM5

Initial Key Issues Selection of Key Issues Review & Discuss Regular Updates Change Control Information Flow
Collate relevant, significant, foresee- Add all new Relevant Survey infor- Review & discuss complexity of each Version control of changes to design As scheme develops it will evolve and Update CDM Document
able CDM Issues from existing H&S mation into Tracker template CDM2, “Significant issue” with other issues by information ; important to focus on issues change. Produce comprehensible
CDM Issues

B File, site surveys CDM2, early design & and add team input and discussion at meetings. key issues. Highlight changes eg. Use This needs to be managed by PD. information at each stage, especially
construction risks. CDM3 Significant CDM design issues, (not Agree Tolerability of Risks CDM4 coloured text. Contractor input also required. major workstage gateways.
Check Particular Risks generic normal issues) CDM3 All CDMs Project change notices.
Schedule 3 L153 Multi-factorial / dimensional issues only Update Strategy Brief CDM1

Visually on Drawings Visual Highlighting CDM Analysis visually Track Significant Issues Visual Communication Visual Risk Pathways
Communication

Identify “issues” by hand on GA’s, Show “issues” on drawings Inc. drawings, sketches & photos of Use a simple risk register tracking All CDM document to be circulated to Refer to CDM Analysis for design ration-
sketches or capture in early BIM model. Cross relate site issues to survey tracker. buildability into CDM Analysis CDM4 document to form an index & summary team and displayed on visual display ale before making changes especially if
Analysis &

C Use collaborative workshop methods CDM2 All multi-dimensional issues to be of the Analysis documentation. screens at meetings to facilitate informed Value Engineering.
with full project team considered in full project context NOT Referenced to drawings/GA’s with discussion on changes. PCI- All CDMs CDM3 & 4 with drawings
just Health & Safety. symbols. CDM3 & GA’s

N0. Significant Issues Concept Schedule Capture Analysis Issue CDM Analysis CDM Analysis updates Annotate Drawings
Number the Significant site & design Capture a simple list of “issues” for team Use CDM Analysis and Options Matrix to Full CDM document to be issued to Changes and design development All remaining significant issues are
Agree Time, Fees Recording &

issues in BIM or by hand on sketches discussion, location and quantification. capture complexity, options, proposed all Design Team on a regular basis as issues to be recorded in Schedule referenced and noted on project
Templates

D or drawings and develop the Significant Eg. use HARI Checklist, IOSH Toolkit, solutions, notes and actions. Also a updated from workshops or meetings. CDM3 and Analysis updated CDM4, drawings. Develop Analysis document
CDM Issues Schedule CDM3 or HSE RAG lists. CDM3 future record of key decisions. CDM4 All CDMs 1-6 & issued by PD. Contractor changes to CDM4 if more detailed analysis is
Avoid normal routine construction All team members to respond where also be reviewed. required.
risks. they are action owners. All

Agree resources Focus on Key issues Regular CDM reviews CDM Meetings Output Feedback changes H & S File Tracker
CDM Fees to be clear in the appoint- Apply Principles of Prevention as App. Discuss Key issues at DTM’s CDM discussion to be captured in Any changes, discovery or develop- From the Start on Site the compilation of
ment, inc. reviews, Client & project meet- 1 (L153). RAG tolerability status to Hold CDM catch-ups & reviews when minutes of meetings, sketches or anno- ments to be fed back from and to each the H & S File needs to be commenced.
& Meetings

ings, Gateways, workstages. be attributed to each issue in CDM Risk necessary using screens, documents & tated drawings. Visual display screens team to modify drawings, reports and Use Template CDM5.
E
PD Fee Proposal & client awareness Register. CDM3 trackers. to be used to display complex CDM4 analysis. All CDMs
letter Consider issues proportionately as All CDM’s Analysis.
Client to appoint PD & all consultants qualified by SFARP.

Design team members Design Team Mtg’s Team input Team risk analysis All Design Changes Health & Safety File
Collaborative

Identify Design Team and hold Significant CDM issues to be discussed Buildability, maintainability & All design team members to contribute All design changes to be implemented All team members to contribute to
initial meeting. Issue all CDM strategy with normal agenda in Design team usability? their significant project CDM issues to by designers & PD in updates to CDM H&S File document during design and
F
working

information to project team. Request Meetings and outcomes recorded. Early specialist engagement is desirable PD for inclusion into Analysis. documentation an coordinated drawings. construction stages as Appx. 4 (L153)
Consultant contributions CDM1, 2, 3 DTM notes e.g. Contractors & Subcontractors. CDM3 & 4 All CDMs & Drgs. Pre-handover. CDM5
DTM & Workshop Discussions

U V W X Y Z

CDM1- CDM Strategy Brief • CDM2 - Survey Tracker • CDM3 - Schedule of Significant issues • CDM4 - CDM Analysis & Options • CDM5 - H&S File Tracker & Document Format Use these boxes on smaller
Red Text - Denotes Actions PCI - Pre-Construction (Design) Information L153 - CDM 2015 Regs & Guidance *Project Team - includes Client, PM, Consultants and Contractors or simpler projects

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 Appendix A
Particular Risks

The miscellaneous other ‘Significant CDM issues’

should consider the following extract from L153
Schedule 3 Regulation 12(2):

Particular Risks * Notes / Comments / Included 

Action required Excluded x
1. Work which puts workers at risk of burial
under earth falls, engulfment in swampland
or falling from a height, where the risk is
particularly aggravated by the nature of

the work or processes used or by the
environment at the place of work or site.
2. Work which puts workers at risk from
chemical or biological substances
constituting a particular danger to the x
safety or health of workers or involving a
legal requirement for health monitoring.
3. Work with ionizing radiation requiring the
designation of controlled or supervised
areas under regulation 16 of the Ionising
Radiations Regulations 1999.
4. Work near high voltage power lines.
5. Work exposing workers to the risk of
drowning.
6. Work on wells, underground earthworks
and tunnels.
7. Work carried out by divers having a system
of air supply.
8. Work carried out by workers in caissons
with a compressed air atmosphere.
9. Work involving the use of explosives.
10. Work involving the assembly or dismantling
of heavy prefabricated components.
* Note - if these are present they must be reflected in the significant CDM Issues Schedule
and Construction Phase Plan

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Appendix B
GA Drawings with significant CDM Issues located

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 Appendix C
Other Consultants Risk Analysis Information

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 Working with Tables
Indesign formatting guidance for this toolkit

Introduction change the dimensions of rows and columns WITHIN The cell line matrix in the middle allows you to select cell is essentially turned into an image frame. Images
the confinements of the table. all lines of your selection or individual ones. can be placed with Ctrl D as usual. The position of the
This is a brief overview of essential table formatting By default all lines show in blue - this means they are image can be adjusted with the direct selection tool
features for this toolkit. Editing tables in InDesign is The following formatting options are all available ‘live’ and any change in e.g. the stroke width would (second arrow in tools panel). The embedded image
easy, intuitive and quite similar to what you are used to under > select entire cell > right mouseclick. apply to all lines. You can turn individual lines off. frame can be deleted and the cell regains its original
in Word. Simply click on the lines you do not want to change. status.
Inserting new rows and columns
Generic table settings Select a table cell (entirely, not just the text) and then > An example: Maybe you would like to turn the strokes Text editing
right mouseclick > Insert on the right of a column invisible. The margins of cells are defined by Table Options.
Select a table cell and then you can access all the You can choose where to add your new row/column 1. Select the entire column of your table. You can overwrite this with > right mouseclick > Cell
formatting options in two ways: > Top menu > Table or and how many. 2. Make sure only the line in question is blue Options > Text
more conveniently > right mouseclick. ‘ Splitting and merging cells 3. Choose 0pt as stroke setting Once a cell is selected the Control Panel shows a
There are 2 main sections, ‘Table Options’ and ‘Cell Select a table cell and then > right mouseclick > Split number of table-related options such as text direction,
Options’. cell horizontally / Split cell vertically. The stroke matrix and other features can also be vertical position within the cell, justification etc.
Table Options allow you to setup generic features such When you select 2 or more cells you can access the accessed via the Control Panel (top of your page) Clicking the Tabs key will let you jump from cell to
as margins, stroke colours, alternating row fills (if you option ‘Merge Cells’. Conveniently and importantly you cell. What if you want to add a genuine tab in your
want to give every other row a faint colour background can unmerge them again. Editing individual Cells cell? You can do this by placing your cursor and then
for legibility reasons - this makes sense for very Distribute rows/columns evenly > Type > Insert Special Character > Other > Tab
complex, long tables). Select 2 or more cells to access these options. Applying Red/Amber/Green Status Bars
However, as the tables in this toolkit already have a The horizontal status bars are not individual cells but Threading table to other frames and pages
certain style set up, you are not likely to need Table Changing existing table elements are shapes/objects that have been copied into the
Options. cell. Simply copy one and paste it in your respective Repeating Header Rows
Cell Options allow you to fine-tune the parameters of Applying colour to cells cells. There are designated red/amber/green colour The majority of top rows in this toolkit are defined as
your table cells, defining margins, row and column Select the entire cell and choose a fill colour from the swatches in the swatch panel. header rows. You cannot select a header row and the
dimensions, alignments etc. Swatches Palette or Control Panel. Should they not sit e.g. directly under the top line then following rows simultaneously.
Alternatively > right mouseclick > Cell Options > delete place your cursor above it and delete the empty One of the main benefits of a designated header row
Strokes and Fills. line. The elements will move along with your returns. is automatic repetition. In this template the header
Manipulating Strokes rows will repeat for each new frame. Similar to Word,
There are 3 ways to change your strokes. Design Issues repeated header rows are not editable.
Stroke settings for all tables would be changed in Status An exception is CDM-4 where we use individual tables
‘Table Options’. Not tolerable for each page without text flow/threading.
Ongoing
You are more likely to change individual stroke Tolerable
parameters. Select a table cell and then > right Text flow/threading
mouseclick > Cell Options > Strokes and Fills. There is one significant difference between Indesign
AHMM
Adding and moving table elements The dialog box below appears. and Word i.e. single Indesign rows/cells cannot
ABC partially flow into a different frame. Its either the
These functions are very similar to the ones you know entire row or nothing. For this reason we do not have
from MS Word. textflow in section 4 as we are essentially having
Placing images in the entire cell a single large cell as a container for your various
Moving rows and columns There might be cases where you would like to fill the drawings and annotations.
Place you cursor directly on the line - it turns into a entire cell with an image.
double arrow. Move the cell/column manually. You can do this by turning the cell into a graphic cell. Create a new text frame for your table to flow into –
Simply dragging causes your table to expand - this is Select an empty cell > top menu > Table > Convert tables do not flow into other tables.
not desirable for this template. Cell to Graphic Cell or you can access the same
Holding the ‘shift key’ at the same time enables you to feature via the right mouseclick popup menu. The text

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