About the Resource
An informal resource to help principal designers meet your legal duties under the Building Safety Act 2022 and CDM 2015 regulations.
Designed for use on small-scale domestic projects such as extensions and conversions (not suitable for high-rise buildings), this pack includes over 30 practical documents, including letter templates, checklists, PDF guides (freely available from the internet), and schedule templates to simplify the process and help you navigate the design and construction phases of the Building Regulations work stage with confidence.
The documents are specifically set up for those undertaking the principal designer role in the design phase only but can be easily adapted should you also undertake the principal designer role in the construction phase.
What's included?
Project checklists to track duties and progress at each work stage - Template appointment letters (2-phased), and acceptance letters
- Client ‘ready-to-use’ template letters
- Fee proposal documents and covering letters
- Site assessment and design risk assessment schedules
- Duty holder guidance for clients and project teams
- End-of-appointment letters and email templates
- Compliance declaration forms
- Informative guides to support communication with clients and building control
For a full list of the templates and documents and how to use them please view the ‘Template Documents - A guide to their use and when to issue’ below. The templates, checklists, and schedules are provided in Microsoft Word (and Excel where appropriate) for editing.
Whether you're taking on the Principal Designer role or just want to better understand your responsibilities, this toolkit provides an example of the documentation needed to manage your duties effectively from start to finish.
Review the list below to see the full content of the toolkit and when each document is used:
⚠️ Disclaimer: These templates are provided for general guidance only and are not a substitute for professional legal or regulatory advice. They are intended for use on small-scale domestic projects and are not suitable for high-rise buildings. While every effort has been made to ensure accuracy, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the documents.
By using this resource, you acknowledge that it is your responsibility to ensure that any documents you issue are compliant with current legislation, regulations, and professional obligations and are tailored to suit your project needs. We accept no liability for any loss or damage arising from the use of these templates or reliance on the information provided.
The Toolkit includes:
- Designer Duties Project Check List Schedule
- Preliminary Client Consultation Meeting Agenda
- BSA 2022 & CDM 2015 My Project Documentation Issue
- BSA 2022 & CDM 2015 Fee Proposal Covering Letter for Phases 1 and 2
- BSA 2022 & CDM 2015 Fee Proposal
- BSA 2022 & CDM 2015 Terms and Conditions
- Water Industry Act 1991 Building Over or near a Public Sewer Guide
- Party Wall etc. Act 1996 Explanatory Guide
- CDM 2015 Designer Site Assessment Schedule
- BSA 2022 & CDM 2015 Appointment Letter to Client – Design Phase Principal Designer
- BSA 2022 Informal Guide for Domestic Clients on Duty Holder Roles for Building Regulations
- CDM 2015 Informal Guide for Domestic Clients on Duty Holder Roles for Health & Safety
- BSA 2022 Building Regulations Part 2A Duty Holders and Competence Guide
- CDM 2015 HSE Need Building Work Done INDG411 Rev.1 0516 Client Guide
- BSA 2022 & CDM 2015 Appointment Letter from Client – Design Phase Principal Designer
- BSA 2022 & CDM 2015 Acceptance Letter to Client – Design Phase Principal Designer
- BSA 2022 Letter to Building Control – Design Phase Principal Designer
- BSA 2022 Client Letter to Building Control – Design Phase Principal Designer
- BSA 2022 Client Statement of Consent Letter to Building Control
- CDM 2015 Designer’s Risk Assessment Schedule for the Design
- BSA 2022 End of Appointment ‘Hand-over’ Letter to Client – Design Phase Principal Designer
- BSA 2022 End of Appointment ‘Hand-over’ Emails to Client – Design Phase Principal Designer
- BSA 2022 End of Appointment Letter to Building Control – Design Phase Principal Designer
- BSA 2022 End of Appointment Client Letter to Building Control – Principal Designer’s
- BSA 2022 End of Appointment Letter from Client – Construction Phase Principal Designer
- BSA 2022 Duty Holder’s Compliance Declarations
- BSA 2022 Client Letter to Building Control – Compliance Declaration
- CDM 2015 Blank Construction Phase Plan
- CDM 2015 On Site Common Risks Schedule
- CDM 2015 The Regulations Requirements Chart Made Simple for Clients
