Mobilise the PMC team and control the site
Size the team for project complexity, work fronts, interfaces and risk. A high-rise project, live industrial facility, infrastructure corridor or constrained urban site needs a heavier field presence than a low-risk single-package job. The project director should approve an organisation chart with named deputies so inspections and decisions do not stop during absences.
2. Core roles and minimum deliverables
| Role | Primary focus | Minimum practical deliverables |
|---|---|---|
| Project Director / Project Manager | Client governance, authority, commercial and strategic escalation | Client dashboard; decision log; governance minutes; risk escalation |
| Resident Engineer / Construction Manager | Daily field coordination, discipline interfaces, progress and readiness | Daily site report; constraints log; work-front review |
| Planning Engineer | Programme, look-aheads, progress measurement and delay records | Baseline review; weekly update; critical-path narrative; recovery tracking |
| Cost Engineer / Quantity Surveyor | Budget, payment certification, changes and forecast final cost | Change register; valuation review; payment recommendation |
| QA/QC Manager and Inspectors | Inspection, testing, workmanship and NCR closure | Inspection records; test register; NCR trend report |
| HSE Manager and Inspectors | HSE assurance, field audits, incident learning and escalation | HSE dashboard; audit plan; corrective-action register; incident review |
| Technical / Design Coordinator | RFIs, shop drawings, material submissions and technical interfaces | Submittal register; RFI ageing report; design-risk log |
| Document Controller | Controlled records and transmittals | CDE administration; registers; revision and correspondence control |
2.1 Site-office operating requirements
Provide a secure office with reliable connectivity, display space for current drawings and dashboards, meeting space, printing or controlled digital review facilities, and secure storage for sensitive records. The team should reach the common data environment from the work face — tablet, controlled mobile device or field workstation. Superseded drawings must be removed from points of use promptly after a revision is issued.
3. Document control and project baselines
Establish the common data environment before full production starts. It must show which document is current and approved, who submitted it, who reviewed it, what was decided and which work area is affected. The register matters as much as the document, because it makes ageing analysis and escalation possible.
| Register | Purpose | PMC control expectation |
|---|---|---|
| Drawings and revisions | Current design information at point of use | Verify only current, approved drawings are released to construction. |
| RFIs and technical queries | Resolve design and constructability uncertainty | Track ageing, impact, ownership and design response dates. |
| Submittals and material approvals | Confirm technical compliance before procurement or installation | No procurement or installation against unapproved alternatives unless formally authorised. |
| Inspection and test records | Evidence that work meets acceptance criteria | Hold and witness points are called, attended and recorded before cover-up. |
| Non-conformance reports | Control defective or non-compliant work | Track cause, disposition, corrective action and verified closure. |
| Risk register | Manage threats to safety, cost, time and quality | Live ownership, review dates and escalation of unmitigated high risks. |
| Change and variation register | Control scope, cost and programme impact | Every instruction is recorded, valued and assessed for HSE impact. |
| Payment applications | Verify completed work and contractual deductions | Reconcile certified quantity, quality status and approved changes. |
4. Predictable management routines
Every meeting must produce an action register with a named owner, due date, status and escalation route. Repeating unresolved actions without raising the escalation level is not control.
| Frequency | Meeting or activity | Purpose and record |
|---|---|---|
| Daily | PMC and contractor site walk | Review active work fronts, access, interfaces, quality observations, safety-critical controls and constraints. Record significant observations with location and photograph. |
| Daily | High-risk work / HSE coordination | Review permits, isolations, lifts, excavations, work at height, hot work, weather triggers and simultaneous operations. Record go/no-go decisions. |
| Weekly | Progress and look-ahead meeting | Compare actual progress with plan; review the 2–6 week look-ahead, resources, critical path, constraints and recovery actions. |
| Weekly | Design and technical coordination | Review RFIs, submittals, revisions, constructability, temporary works and unresolved interfaces. |
| Weekly | Quality and HSE assurance review | Review inspections, tests, NCRs, audits, incidents, trends, overdue actions and lessons learned. |
| Weekly | Commercial / change meeting | Review notices, instructions, change valuation, payment substantiation, potential claims and programme impact. |
| Monthly | Client project review | Present progress, forecast, cost, quality, HSE performance, key risks, required decisions and escalation items. |
4.1 Daily report: minimum content
Weather, manpower, plant, active work areas, completed work, inspections, materials received, HSE observations, incidents and near misses, constraints, photographs, instructions and decisions. It is both a management record and a contemporaneous project record, so it must distinguish verified fact from forecast or contractor assertion.
6. Integrate HSE with quality, cost, change and schedule
Late design releases, compressed programmes, poor access, premature trade stacking, unsuitable procurement substitutions, cash-flow stress and unclear interfaces all raise field risk. HSE risks belong in programme and risk reviews, safety-critical changes need technical and HSE review, and no commercial pressure may override legal or life-safety requirements.
On quality, the contractor owns quality control; the PMC independently inspects and witnesses critical stages — material approval, first-work inspections, mock-ups, reinforcement before concrete placement, waterproofing before concealment, services pressure testing, fire stopping, commissioning and final snagging. On cost and delay, keep live registers for contract sum, budget, commitments, variations, potential changes, applications, retention, forecast final cost, notices, claims and delay events, recorded as events occur rather than reconstructed after a claim.
7. Handover and close-out readiness
Plan close-out long before completion. Testing, commissioning, training, as-builts, O&M manuals, warranties, authority approvals, spares, asset data, defects lists and final clean-up belong in the baseline programme. From an HSE view, handover must also confirm removal or management of temporary hazards, safe access for operations personnel, completed fire and life-safety tests, environmental restoration and accurate information on residual risks.
| Close-out area | PMC verification |
|---|---|
| Technical completion | All systems are tested, commissioned, accepted and documented against defined criteria. |
| Safety and life safety | Permanent systems are operational; temporary protection is removed only when safe; emergency arrangements transfer clearly to operations. |
| Documents and data | As-builts, O&M manuals, test certificates, warranties, asset register, training records and residual-risk information are complete and controlled. |
| Defects and final works | Snags are prioritised by safety and operational impact; responsibility and due dates are tracked through closure. |
| Environmental close-out | Waste is removed lawfully; spills and remediation are addressed; permits, monitoring and restoration obligations are complete. |
How this page is maintained
- Written and maintained by
- Michael Midgett — Founder, Site Safety LLC
- Last reviewed
- 11 September 2026
- Next scheduled review
- 11 December 2026
Primary sources
Management template only. Tailor to the executed contract, authority requirements and project conditions.
Next step
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