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PRACTICAL GUIDE

How to prepare pre-construction information for a construction project

A practical way to gather, organise and share pre-construction information, with a fictional refurbishment example and links to HSE guidance.

By The Logic Suite · Published 12 October 2026 · Sources checked 12 October 2026

Founder: Lloyd Godsall — qualifications and experience. These guides use official sources and illustrative examples; they are not accounts of completed pilot projects.

Building interior during refurbishment
Site photography by Lloyd Godsall. Photograph illustrates construction context, not the fictional example.

Pre-construction information, or PCI, helps designers and contractors understand the project and the health and safety information relevant to their work. For a commercial client, HSE identifies providing PCI to designers and contractors as a client duty. Gathering files is only part of the task: the information needs to be relevant, understandable and available to the people who need it.

HSE: commercial client responsibilities. Domestic client arrangements differ; check the relevant guidance for the project.

Start with the project and intended work

Record the location, scope, current design stage and proposed activities. Identify the people coordinating information and the intended recipients. For a project involving more than one contractor, involve the principal designer early enough to help identify information needs and gaps.

Organise the information into useful groups

This is an organising structure, not an exhaustive statutory checklist. The project determines what is needed. HSE’s CDM guidance L153, Appendix 2 explains PCI and the dutyholders’ contributions.

A worked example of a refurbishment information register

Fictional learning example. The entries illustrate information management and are not a survey or confirmation that a building is safe.

A commercial client plans to refurbish part of an occupied building. The design team receives an old drawing set, but the proposed work extends beyond the area covered by a supplied survey. The information coordinator records the limits instead of describing the pack as complete.

ItemWhat is knownGap and action
Existing drawingsDrawings supplied with an earlier revision date.Confirm applicability to the current scope. Owner: information coordinator.
Survey coverageSupplied report covers only part of the intended work area.Seek suitable information for the remaining area. Owner: client representative, coordinating with the principal designer.
Occupied areasPart of the building will remain in use.Confirm constraints and interfaces with the occupier. Owner: client representative.

Make a gap visible and actionable

A useful entry includes a document reference, source, date, scope limitation, action owner and required date. Mark the item unresolved until the information is checked. “Report received” and “report covers the proposed work” are different conclusions.

Share and maintain the record

Share relevant information at the appropriate stage with the people bidding for or carrying out the work. Keep revisions identifiable. Add new information as design develops and explain material changes to recipients. Record questions and their answers so that a file upload does not become the only evidence of communication.

PCI and the construction phase plan

PCI informs planning. The construction phase plan describes the arrangements for managing the construction phase. They serve different purposes; a PCI folder should not be presented as the construction phase plan. Check the duties and timing for the specific project.

Using CDMlogic

CDMlogic is available for pilot conversations and supports organising project information, dutyholder details and evidence. It does not assume dutyholder responsibilities or guarantee compliance.

See the wider CDM project record guide, download the blank document register or request a walkthrough.