CDM Setup Form — Parallel Architecture

Internal use — complete at or after site visit. Outputs a structured payload for Claude.

⚠ Internal form — not for client distribution. Complete the fields below and click Generate to produce the submission text. Copy it into the Cowork chat window to set up the project.

Appointing Company

Which company is making this appointment? *

Determines the company name used in the appointment document and footer. Robbie handles all correspondence regardless of selection.

Project Identity

Job Name *

A short identifier for this project. The CDM job number (PCDM-YYMM-NN) will be auto-assigned by Cowork when the project is set up.

Site Address — Line 1 *

Address Line 2

Town / City *

Postcode *

Site Visit Date

Local Authority

Client

Client Name *

Client Email *

Client Phone

Client Classification *

Buy-to-let, developer and corporate clients are commercial under CDM 2015 regardless of building use.

Fee

Fee Amount

VAT Treatment

Fee Proposal Reference

Construction-stage CDM continuation (Module B)?

Module B adds construction-stage PD services to the appointment. Fee is charged separately from the base fee above.

Works

Brief Description of Works *

F10 Notifiable?

>30 working days OR >500 person-days OR >20 simultaneous workers

BSA Higher-Risk Building?

Applies to residential buildings 18m+ or 7+ storeys. If in doubt, select "Not sure".

Property Occupied During Works?

Notes

Any other notes (site observations, hazards noticed, context)

✓ Submission ready

Or copy the text below directly into Claude Cowork

Or email it to yourself and paste from your inbox.

✉ Email to myself