Aptoris

Free CDM 2015 template

Principal Designer Appointment Letter

Download a free, editable one-page Word template for recording a written Principal Designer appointment under CDM 2015.

The Aptoris Principal Designer Appointment Letter
  • Word formatEditable .docx, no macros
  • CDM 2015Regulation 5 written appointment
  • One-page letterQuick to complete and sign
  • Editable promptsClick a prompt and type

Preview the appointment letter

A simple written record identifying the client, Principal Designer, project and effective date, with client signature and Principal Designer acknowledgement.

This is the whole template: one A4 page, shown exactly as Word renders it. Every grey prompt is a Word content control, ready to replace.

The one-page Aptoris Principal Designer Appointment Letter: fields for client, Principal Designer, project, date of letter and effective date; the appointment statement under regulation 5(1)(a) of CDM 2015; a short duties statement; a client signature block; a Principal Designer acknowledgement block; and a removable template note
Principal Designer Appointment Letter · A4, one page

What’s included?

  • Client
  • Principal Designer
  • Project
  • Date of letter
  • Effective date
  • Clear Regulation 5 appointment statement
  • Brief Principal Designer duties statement
  • Client signature
  • Principal Designer acknowledgement
  • Removable template note

A simple written appointment

Where Regulation 5 applies, the client must appoint the Principal Designer in writing. CDM 2015 does not prescribe a standard appointment form.

The template is designed to make the appointment clear (who is appointed, for which project and from when) without turning the letter into a full professional-services appointment.

Detailed services, scope, design stages, deliverables and interfaces can be dealt with through the commercial appointment, contract and other project documentation where appropriate.

Read the full appointment process

Who is this template for?

Commercial clients appointing the Principal Designer under CDM 2015 for projects in Great Britain.

When a Principal Designer must be appointed

How to use the template

  1. Step 1: Enter the project details

    Add the client, Principal Designer, project and relevant dates.

  2. Step 2: Review the appointment

    Confirm the letter clearly identifies the person or organisation being appointed and the project concerned.

  3. Step 3: Sign and issue

    The client signs the written appointment. The Principal Designer acknowledgement provides a useful record of receipt.

Principal Designer appointment letter FAQs

  • Is this Principal Designer Appointment Letter free?

    Yes. It is free to download, with no sign-up and no email address needed. Select Download the free Word template and the file downloads straight away.

  • Is the template editable in Microsoft Word?

    Yes. It is an editable Word document (.docx) with no macros. Each prompt sits in a Word content control: click it and type to replace it. Other software that opens .docx files should work, although formatting may vary.

  • When does a Principal Designer need to be appointed?

    Where more than one contractor is, or is reasonably foreseeable to be, working on the project at any time, the client must appoint a Principal Designer as soon as practicable and before the construction phase begins. HSE guidance says to appoint as early as possible in the design process. See when a Principal Designer must be appointed.

  • Does the appointment have to be in writing?

    Yes. Regulation 5 requires the client to make the appointment in writing. This letter is one simple way to do that.

  • What information should a Principal Designer appointment letter contain?

    CDM 2015 does not prescribe the content. A clear letter identifies the client, the Principal Designer, the project and the effective date, and states that the appointee is appointed as Principal Designer under CDM 2015. See what the letter should cover.

  • Does the Principal Designer have to sign the letter?

    CDM 2015 requires the client to make the appointment in writing; it does not require the Principal Designer to sign. The template’s acknowledgement section is an optional record of receipt.

  • Can an individual be appointed as Principal Designer?

    Yes. HSE guidance says the Principal Designer can be an organisation or an individual, provided they are a designer with control over the pre-construction phase and have the skills, knowledge and experience the role needs. The letter’s prompts work for either. See who can be a Principal Designer.

  • Can the appointment be included in a commercial contract instead?

    Yes. The appointment can sit within a professional-services agreement or another written document, provided the Principal Designer role, the appointee, the project and the effective date are clear. See appointments in a professional agreement.

  • Is the CDM Principal Designer the same as the Building Regulations Principal Designer?

    No. They are separate statutory roles. This template records the appointment under CDM 2015 only and does not by itself appoint a Principal Designer under the Building Regulations. See how the two roles differ.

  • Can this template be used for domestic-client projects?

    It is designed for commercial clients. Different arrangements apply to domestic clients under Regulation 7, so check the domestic client arrangements before using it.

  • Is this an official HSE Principal Designer appointment form?

    No. Aptoris is independent, and this template is not produced, approved or endorsed by HSE. CDM 2015 does not prescribe an appointment form. For authoritative requirements, refer to CDM 2015 and HSE’s guidance, L153 (opens in a new tab).

Guidance and templates for the wider appointment and the pre-construction phase.

Ready to record the appointment?