Company

Example Mechanical, LLC

Company address

410 Sample Industrial Blvd, Garland, TX 75041

Company phone

(972) 555-0142

Contractor license

TACLA00000C (sample)

Project

Medical Office Building - Rooftop Unit Replacement (sample)

Site address

1200 Example Parkway, Plano, TX 75074

General contractor

Example Builders, Inc.

GC contact

Jordan Lee, Superintendent, (214) 555-0187

Owner

Example Medical Properties, LP

Start date

November 16, 2026

Expected completion

January 29, 2027

Work hours

Monday to Friday, 6:30 am to 3:30 pm

Trades

HVAC

Peak crew size

6

This site-specific safety plan describes how Example Mechanical, LLC will control the hazards of its HVAC work at Medical Office Building - Rooftop Unit Replacement (sample). It supplements Example Mechanical, LLC's written safety programs and the general contractor's site safety requirements; it does not replace them.

Example Mechanical, LLC keeps a copy of this plan on site, reviews it with the crew before work starts, and updates it when the scope, crew or site conditions change.

Example Mechanical, LLC is committed to sending every worker home safe from Medical Office Building - Rooftop Unit Replacement (sample). Safety comes before schedule and cost.

Every worker has the authority and the responsibility to stop work they believe is unsafe. No one will be disciplined for stopping work in good faith; the supervisor and the site safety representative resolve the concern before work resumes.

Workers follow this plan, Example Mechanical, LLC's safety rules and the general contractor's site rules. Supervisors enforce them consistently.

Site safety representative

Dana Whitfield

Safety representative title

Safety Manager

Safety representative phone

(972) 555-0163

Safety representative email

safety@example-mechanical.test

Safety representative qualifications

OSHA 30-Hour Construction

Field supervisor

Marco Diaz

Field supervisor phone

(972) 555-0158

Competent and qualified persons

Dana Whitfield (Safety Manager) is Example Mechanical, LLC's site safety representative for this project and the general contractor's contact for safety matters. The safety representative makes sure this plan is followed, attends the general contractor's safety meetings and follows up on corrective actions.

The field supervisor leads daily pre-task planning, checks that workers have the training and equipment their work requires, and stops work when hazards are not controlled.

The competent persons for this job are able to identify existing and predictable hazards in their area of responsibility and are authorized to take prompt corrective measures to eliminate them.

Each worker follows this plan, uses the required protective equipment, takes part in pre-task planning, and reports hazards, injuries and near misses to the supervisor immediately.

Example Mechanical, LLC keeps a drug- and alcohol-free workplace. No one works on this project under the influence of alcohol, illegal drugs or misused prescription drugs, and no one brings them onto the site.

Workers who take a medication that could affect their ability to work safely tell the field supervisor before starting work, without having to name the medication, so their work can be adjusted.

Example Mechanical, LLC follows the general contractor's drug and alcohol testing requirements for this project, such as testing before site access, at random, after an incident and on reasonable suspicion, where the law allows them.

A supervisor who reasonably suspects that a worker is impaired removes the worker from work right away, arranges a safe ride home, and follows Example Mechanical, LLC's testing and discipline procedures.

Supervisors enforce this plan, Example Mechanical, LLC's safety rules and the general contractor's site rules the same way for every worker on Example Mechanical, LLC's crew.

Violations are handled in steps: a documented verbal warning, then a written warning, then removal from the project. Each step is recorded with the date, the rule broken and the corrective action, and the general contractor is told of every removal.

A serious violation can mean removal from the project the first time, for example working at height without the required fall protection, working on equipment that has not been locked out when this plan requires it, being impaired by alcohol or drugs, fighting or horseplay, or removing guardrails, covers or barricades without permission.

No worker is disciplined for reporting an injury, an illness, a near miss or a hazard.

Example Mechanical, LLC will perform HVAC work on the Medical Office Building - Rooftop Unit Replacement (sample) project at 1200 Example Parkway, Plano, TX 75074 for general contractor Example Builders, Inc. Work is scheduled from November 16, 2026 to January 29, 2027, with a peak crew of 6 workers on site. This plan covers the following tasks: set or replace rooftop units; install ductwork and hangers overhead; recover, evacuate and charge refrigerant; braze and solder refrigerant and copper lines; start up, test and balance systems; install hangers, supports and anchors overhead; install, test and connect fuel gas piping; receive, stage and move materials and equipment. Replace four packaged rooftop units (10 to 25 tons) on new curb adapters, reconnect supply and return ductwork, gas piping, power and controls, and start up, test and balance the new units.

The tasks listed are the work Example Mechanical, LLC expects to perform on this project, and the task hazard analysis in this plan covers each of them. Work not listed is planned with the field supervisor and added to this plan before it starts.

Before starting work on site, every worker attends the general contractor's site orientation and reviews this plan with the field supervisor. Workers receive the training listed above before they do that work.

Workers are instructed in recognizing and avoiding the unsafe conditions of their work and in the regulations that apply to it. Training is given in a language workers understand.

Crew languages on this project: English, Spanish.

Example Mechanical, LLC keeps a training roster for this project that lists each worker with the training and certifications they hold and their dates, such as OSHA 10-hour or 30-hour construction cards, equipment operator and rigging qualifications, and first aid and CPR. The roster, and the records and cards behind it, are available to the general contractor before each worker starts on site and on request.

At the start of each shift, and again when the work or the conditions change, the field supervisor and the crew complete a written pre-task plan for the day's work: the tasks, their hazards and controls from this plan, any new hazard found on site, and the permits and equipment the work needs. Every crew member signs it before starting work.

The field supervisor holds a toolbox talk with the crew at least once a week, on a topic tied to the current work and in a language the crew understands, and records the date, the topic and who attended.

Completed pre-task plans and toolbox talk records are kept on site with this plan and given to the general contractor on request.

Set or replace rooftop units

Install ductwork and hangers overhead

Recover, evacuate and charge refrigerant

Braze and solder refrigerant and copper lines

Start up, test and balance systems

Install hangers, supports and anchors overhead

Install, test and connect fuel gas piping

Receive, stage and move materials and equipment

The crew reviews the hazards and controls for each task in the daily pre-task plan, before the work begins, and adds any hazard found that day. Controls are listed in order of preference: eliminate the hazard, then engineering and work-practice controls, then personal protective equipment. A hazard that several tasks share has its controls listed under the first of those tasks.

If site conditions differ from this analysis, workers stop and the supervisor updates the plan with the crew before work continues.

The preparer identified 12 site conditions at the Medical Office Building - Rooftop Unit Replacement (sample) site that add the following hazards to this plan: falls from ladders; falls from roof edges and open sides; falls through skylights, roof openings and floor holes; falls and tip-overs from aerial and scissor lifts; struck by suspended loads; struck by falling tools and materials; struck by vehicles and mobile equipment; striking embedded conduit, cables or post-tension tendons; temporary power and cord-connected tools; fire from brazing, soldering, welding and torch cutting; compressed gas cylinders; flammable liquids and gases; fuel gas leaks during piping and purging; stored energy during pressure testing; respirable crystalline silica dust; noise; brazing and welding fumes; occupants and the public near the work. The table below lists the hazards each condition adds and where their controls are. Other site hazards identified by the preparer: Rooftop air intakes for the occupied clinic are next to two of the units; coordinate with the building engineer before brazing or running engine-driven equipment near them.

Other hazards identified for this site

Rooftop air intakes for the occupied clinic are next to two of the units; coordinate with the building engineer before brazing or running engine-driven equipment near them.

Example Mechanical, LLC tells the general contractor about any new site hazard it identifies, and follows the general contractor's controls for hazards created by other trades.

No crane, boom truck or hoist lift is made on this project without a written lift plan. A qualified person prepares it, such as the crane company's lift planner or Example Mechanical, LLC's lift supervisor, and reviews it before the lift with the operator, the qualified rigger, the signal person and the general contractor.

Each lift plan records the crane's make, model and configuration and the date of its last annual inspection; the operator's certification; the weight of the load, including rigging; the lift radius, the rated capacity at that radius and the percent of capacity used; ground conditions and outrigger support; clearance from power lines; the wind limit; the rigging; the swing radius, exclusion zone and load path; and the names of the qualified rigger and the qualified signal person.

A lift is a critical lift when the load is more than 75 percent of the crane's rated capacity at the planned radius, when the load passes over an occupied building or area, or when more than one crane lifts the load. Example Mechanical, LLC and the general contractor approve a critical lift's plan before the lift, and a multiple-crane lift also needs a plan developed by a qualified person (29 CFR 1926.1432).

Loads do not pass over occupied areas unless the lift plan allows it and the area below is cleared or protected as the general contractor and the building owner approve. Where available, the load travels a route that keeps workers' exposure to it to a minimum (29 CFR 1926.1425).

Example Mechanical, LLC keeps the written programs listed above separately from this plan and makes them available to the general contractor and to workers on request.

The field supervisor keeps the chemical inventory, a list of every hazardous chemical product Example Mechanical, LLC brings on site by the product identifier on its safety data sheet, together with the safety data sheets in the site copy of this plan, where workers can read them during every shift (29 CFR 1910.1200(e)(1) and (g)(8)). Both are updated before a new product comes on site.

Example Mechanical, LLC gives the general contractor a copy of the chemical inventory before work starts, and other employers on site can see its safety data sheets through the field supervisor (29 CFR 1910.1200(e)(2)).

Workers wear hard hats, safety glasses and safety-toe footwear in active work areas, plus the task-specific equipment listed above, unless the general contractor's rules require more.

Example Mechanical, LLC provides the required protective equipment, trains workers in its use, and replaces it when it is damaged or worn out.

Emergency number

911

Site address for responders

1200 Example Parkway, Plano, TX 75074

Nearest hospital

Example Regional Medical Center (sample)

Hospital address

500 Sample Avenue, Plano, TX 75075

Hospital phone

(972) 555-0100

Assembly point

North parking lot by the GC's trailer

First-aid kit

Example Mechanical gang box at the base of the roof ladder

Fire extinguishers

At each hot work location and in the GC's trailer

First-aid/CPR responder

Marco Diaz (First aid/CPR)

General contractor contact

Jordan Lee, Superintendent, (214) 555-0187

Additional contacts

Building engineer: (214) 555-0199

In an emergency, call 911 first, then notify the field supervisor and the general contractor. Give the dispatcher the site address shown above and send someone to meet responders at the site entrance.

When an alarm sounds or the general contractor orders an evacuation, workers stop work, make equipment safe if they can do so without risk, and go to the assembly point: North parking lot by the GC's trailer. The supervisor accounts for every worker and reports anyone missing to responders.

First-aid supplies are kept at: Example Mechanical gang box at the base of the roof ladder. Workers report every injury, however minor, to the supervisor right away.

Workers who use personal fall arrest have a rescue plan so that a fallen worker can be reached promptly; suspended workers are rescued as quickly as possible.

If a fire starts during hot work, workers stop the work, use the fire extinguisher only on a small fire they can safely put out, and evacuate and call 911 if it grows.

The field supervisor checks the weather forecast before each shift and watches for severe weather alerts during it. When thunder is heard or lightning is seen, outdoor work stops and workers take shelter in a building or an enclosed vehicle until 30 minutes after the last thunder. Before high winds or other severe weather, the crew secures loose materials and equipment if it is safe to do so and follows the general contractor's severe weather plan.

Workers report every injury, illness, near miss and property damage to the field supervisor immediately. The supervisor notifies the general contractor immediately, leaves the scene as it is except to help the injured or prevent further harm, and gives the general contractor a written incident report within 24 hours, on its form if it has one.

Example Mechanical, LLC reports to OSHA any work-related fatality within 8 hours, and any work-related in-patient hospitalization, amputation or loss of an eye within 24 hours (29 CFR 1904.39).

The supervisor and the site safety representative investigate each incident to find its causes, correct them and share the lessons with the crew.

Example Mechanical, LLC follows the general contractor's site safety rules and attends its coordination and safety meetings. The field supervisor coordinates daily with Example Builders, Inc. and other trades on overlapping work such as overhead work, shutdowns and work in shared areas.

Example Mechanical, LLC does not remove or alter guardrails, hole covers, barricades or other protection installed by others. If the work requires it, the field supervisor arranges it with the general contractor and replaces the protection before leaving the area.

Hazards created by other employers are reported to the general contractor, and Example Mechanical, LLC workers stay out of areas where they would be exposed to uncontrolled hazards.

If Example Mechanical, LLC brings lower-tier subcontractors to this project, it tells the general contractor before they start. Each lower-tier subcontractor follows this plan and the general contractor's site rules, attends the site orientation, and sends its workers' training records, and any lift plans or permits its work needs, to the general contractor through Example Mechanical, LLC.

The field supervisor inspects the work area at the start of each shift and as work changes. Competent persons make the inspections that the controls in this plan call for, and workers check their tools and equipment before use.

Hazards found are corrected immediately, or the area is barricaded until they are. Example Mechanical, LLC takes part in the general contractor's site inspections and closes out its findings.

By signing below, each worker confirms that this plan was reviewed with them, that they understand the hazards and controls of their work, and that they will follow it and stop work if conditions become unsafe.

This plan was prepared by Dana Whitfield (Safety Manager) and approved by Chris Example (Operations Manager) for Example Mechanical, LLC. Example Mechanical, LLC is responsible for its content and for reviewing it against actual site conditions.

Prepared by

Dana Whitfield, Safety Manager

Approved by

Chris Example, Operations Manager

Date

November 9, 2026