Construction health and safety plan template (PDF & Excel) under the German Construction Site Ordinance
Health and safety plan for construction sites with more than one employer: project and parties, trades over time, cross-trade hazards, measures, shared facilities and particularly hazardous work under Annex II of the German Construction Site Ordinance.
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If employees of more than one employer work on a construction site and prior notice is required or particularly hazardous work under Annex II is planned, the client must have a health and safety plan (Sicherheits- und Gesundheitsschutzplan) drawn up before the site is set up (Section 2 (3) of the Construction Site Ordinance, BaustellV). The coordinator must draw it up and adapt it when the execution changes (Section 3 (2) and (3) BaustellV).
The template takes up the basic elements of RAB 31 in its own structure: project and parties, trades and sections over time, cross-trade hazards with agreed measures and occupational safety rules, shared facilities and the particularly hazardous work under Annex II. In Excel you calculate working days and person-days and see whether the threshold for prior notice has been reached.
What the template contains
- Landscape PDF with header data on the project, client, coordinators and prior notice
- Check of the requirements under the Construction Site Ordinance and list of companies involved
- Construction sequence with nine typical trades, checklist of ten cross-trade hazards and a table of measures
- Shared facilities, record of updates and all ten particularly hazardous types of work under Annex II
- Excel with four worksheets: construction sequence with working days and person-days, hazards and measures, facilities, Annex II
How to use the template
- 1
Clarify the requirements
Check whether more than one employer will work on site, whether the threshold for prior notice is exceeded and whether Annex II work is planned. Enter the project, client, coordinators and the companies already known.
- 2
Plan the sequence and hazards
Define the trades and sections with their time periods. Wherever work overlaps or one trade leaves hazards for the next, record the hazard, measure, responsibility and occupational safety rule – as well as the shared facilities.
- 3
Communicate and update
The plan is ready before the site is set up and ideally goes to the companies with the tender documents. It is available for inspection on site; when the construction sequence changes, you create a new version and note who it was communicated to.
Legal basis
- Section 2 (3) of the Construction Site Ordinance (BaustellV): health and safety plan before the site is set up, with the applicable occupational safety rules and special measures for work under Annex II
- Section 3 (2) and (3) BaustellV: the coordinator draws up the plan and adapts it when the execution changes
- Section 2 (2) and Annex I BaustellV: prior notice for more than 30 working days with more than 20 employees at the same time, or more than 500 person-days
- Annex II BaustellV: particularly hazardous work
- RAB 31 (Rules for Occupational Safety and Health on Construction Sites): requirements for the content and form of the health and safety plan
Frequently asked questions
Who draws up the health and safety plan?
Responsibility lies with the client (Bauherr) or a third party they have commissioned (Sections 2 and 4 BaustellV). The coordinator must draw it up or have it drawn up (Section 3 (2) no. 2 BaustellV). Under RAB 31, the coordinator agrees the plan with the client, who then decides on the measures.
Does the health and safety plan have to follow a particular format?
No. Scope and layout are left to the client; a suitably extended construction schedule is also sufficient (RAB 31 no. 3.4). As a minimum, it must cover the work sequences, cross-trade hazards, their assignment in space and time, the measures and the relevant occupational safety rules.
Does the plan replace the companies' risk assessments?
No. It coordinates measures that affect several companies or that one company cannot take alone. Risk assessment (Gefährdungsbeurteilung), instruction, safe work equipment and PPE remain each employer's task (Section 5 (3) BaustellV) – but they must take the plan into account.
You may use and adapt the template freely in your own company and for your own clients. It reflects the regulations named as they stand.
Never search a spreadsheet for a deadline again
In AMS Go, what this template covers lives in one system with reminders, history and records at the push of a button – mobile and with AI support.
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