Industry planning guidance

Health and safety planning for occupied-building refurbishment

Prepare a refurbishment brief around occupants, temporary routes, phased work, contractor coordination and return-to-use decisions.

Describe both the construction work and the activities that will continue around it. An occupied-building project needs explicit interfaces between the project team, the building operator and the people using the premises.

Record occupancy as part of the scope

List the affected areas, operating hours and people who can explain how the building is used. Include access restrictions and planned phases. A vacant-room inspection does not settle the arrangements for adjoining occupied spaces or for the next phase of work.

Keep changes tied to current information

Identify the person who maintains the current layout and communicates altered routes or work boundaries. When a phase changes, record the date and information reviewed. Comments referring to an old drawing should remain traceable rather than silently being carried forward as acceptance of a new arrangement.

Illustrative example: a corridor is handed back in stages

One section is ready for intended use while work continues beside it. The enquiry can identify the boundary, remaining works and the people responsible for the handover decision. Ask what evidence supports that decision and how outstanding items are recorded; completion of a construction task alone does not describe every occupancy interface.

Specify coordination and review outputs

Discuss contractor-plan evaluation, site inspections or project oversight according to the required service. Ask for observations that identify the phase and area visited, responses to comments and unresolved items. Training for building staff is a separate requirement that should explain their role in the changed operating environment.

Worked record

Prepare your sector-specific brief
Phased-work issuePrepareRetain
Occupied interfaceLayout and operating periodsCurrent scope boundary
Phase changeRevised programme and drawingReview reference and decision
Return to useHandover conditions and open itemsAcceptance record and follow-up owner

Related guidance and resources

Source context

  • HSE: using contractors

    General contractor coordination and information exchange. UK guidance is used for general context, not as South African law or evidence of Diba service delivery. The scenarios and procurement records on this page are original illustrative examples.

Source context checked 6 October 2026. Examples are illustrative.