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For HVAC, Plumbing and Electrical subcontractors

The site-specific safety plan your GC asked for, in about 10 minutes

Answer questions about the job. SitePack builds the plan from a rule library of trade tasks, hazards, controls and OSHA citations. You review every section, then download Word and PDF.

You review and sign the plan; your GC decides whether to accept it.

Start with your trade:HVACPlumbingElectrical
  • Free to build and preview
  • No sign-up to start
  • Editable Word file

Built from a rule library, not a blank template

Trade, task, hazard, control, standard, program: every hazard and control in your plan traces back to a row in the library and the regulation it cites.

Rule library v0.2.1

trade tasks
41
hazards
38
controls
127
cited standards
71

How it works

Three steps from subcontract to a plan you can send

  1. Step 1

    Answer the job questions

    Site, GC, dates, crew, safety representative, emergency details, and the tasks your crew will do. Pick your trade and the common tasks are already selected.

  2. Step 2

    Review every section

    The rules add each task's hazards, controls, PPE, written programs and OSHA citations. You read and confirm each section; a completeness check flags anything missing.

  3. Step 3

    Download Word and PDF

    Send the PDF to your GC, or open the Word file to add their forms. Each file is stamped with the date, the rule-library version and who prepared and approved it.

What's in the plan

19 sections GCs look for

The same structure on every job, filled with this job's details. Sections that don't apply are left out by rule, not by guesswork.

  • Per-task hazard analysis with controls and PPE
  • Written programs the job calls for
  • Crew sign-in and approval pages
  • Cited standards listed in an appendix
  1. 1

    Project information

    Company, site, GC, dates and crew

  2. 2

    Safety policy

    Commitment and stop-work authority

  3. 3

    Responsibilities

    Safety representative, supervisor, competent persons, workers

  4. 4

    Drug and alcohol policy

    Fitness for duty, impairment and the general contractor's testing requirements

  5. 5

    Enforcement and discipline

    Progressive discipline and removal from the project

  6. 6

    Scope of work

    Narrative and selected tasks

  7. 7

    Training

    Training the applicable programs require, and the training roster

  8. 8

    Pre-task planning and safety meetings

    Daily written pre-task plans and weekly toolbox talks

  9. 9

    Task hazard analysis

    Hazards, controls, PPE and standards per task

  10. 10

    Site-specific conditions

    Site conditions answered yes and other hazards

  11. 11

    Crane and rigging lift plan

    Written lift plans, critical lifts and the load path

  12. 12

    Written safety programs

    Programs the job calls for

  13. 13

    Personal protective equipment

    PPE for this job

  14. 14

    Emergency action plan

    Emergency contacts and procedures, including severe weather

  15. 15

    Incident reporting

    Reporting and investigation

  16. 16

    Coordination with the general contractor

    Multi-employer coordination and lower-tier subcontractors

  17. 17

    Inspections

    Site and equipment inspections

  18. 18

    Crew acknowledgment

    Crew sign-in

  19. 19

    Approval

    Prepared-by and approved-by signatures

A real excerpt

What a task hazard analysis looks like

From the sample HVAC plan, generated by the same rules as yours. The job and company are fictional; the hazards, controls and citations are the library's.

9. Task hazard analysis · Set or replace rooftop units

Fictional sample
HazardControlsPPEStandard
Falls from roof edges and open sides
  • Protect anyone working 6 feet or more above a lower level at roof edges and open sides with guardrails, safety nets or personal fall arrest systems.
  • Guardrail top rails are 42 inches (plus or minus 3 inches) high and withstand a 200-pound force, with midrails or equivalent below.
  • Plan prompt rescue for anyone suspended in a harness before work at height begins.
  • Every worker exposed to fall hazards is trained by a competent person, and the written training certification is kept.
  • Personal fall arrest: full-body harness, anchorage rated for 5,000 pounds per worker or designed by a qualified person, rigged so a worker cannot free fall more than 6 feet or contact a lower level.
  • Hard hat
  • Safety-toe footwear
  • Personal fall arrest system
  • 29 CFR 1926.96
  • 29 CFR 1926.100
  • 29 CFR 1926.501
  • 29 CFR 1926.502
  • 29 CFR 1926.503
Falls through skylights, roof openings and floor holes
  • Cover skylights, roof openings and floor holes with covers that support at least twice the expected load, are secured against displacement and are color coded or marked HOLE or COVER, or guard them with guardrails.
  • Do not remove a cover or guardrail without the GC's approval and replacement protection; re-cover openings when work stops.
  • Use personal fall arrest when working at an unguarded opening, such as during curb or unit removal.
  • Hard hat
  • Safety-toe footwear
  • 29 CFR 1926.96
  • 29 CFR 1926.100
  • 29 CFR 1926.501
  • 29 CFR 1926.502
Unexpected start-up or release of stored energy
  • Shut down, isolate, lock and tag equipment (fans, pumps, compressors, boilers) and release stored energy (pressure, springs, capacitors) before working on it, then verify it cannot start.
  • Coordinate shutdowns with the GC and building owner; each worker applies their own lock and removes only their own.
  • Safety glasses
  • 29 CFR 1926.102
  • 29 CFR 1926.417
Refrigerant exposure and frostbite
  • Ventilate mechanical rooms and enclosed spaces during recovery and charging, because refrigerant displaces oxygen.
  • Only EPA Section 608-certified technicians open refrigerant circuits; recover refrigerant with certified equipment and never knowingly vent it.
  • With mildly flammable A2L refrigerants (such as R-454B and R-32), keep ignition sources away, use tools rated for A2Ls and follow the equipment manufacturer's instructions.
  • Wear safety glasses or goggles and insulated gloves when connecting hoses or handling refrigerant.
  • Safety glasses
  • Chemical-resistant gloves
  • 29 CFR 1926.95
  • 29 CFR 1926.102
  • 40 CFR Part 82, Subpart F
Manual handling and lifting
  • Use carts, dollies, pipe rollers, reel stands, material lifts and hoists instead of carrying heavy items.
  • Plan team lifts for heavy or awkward loads and keep loads close to the body.
  • Cut-resistant gloves
  • Safety-toe footwear
  • 29 CFR 1926.95
  • 29 CFR 1926.96
Read a full sample plan:HVACPlumbingElectrical

Who it's for

Trade subcontractors on GC-led commercial jobs

Companies with roughly 5 to 50 people in the field, no full-time safety department, and a GC asking for paperwork before mobilization.

  • Your subcontract's safety exhibit asks for a written, site-specific plan
  • The GC wants a named safety representative and emergency details before you start
  • You need task hazard analyses for the work your crew will actually do
  • You'd rather review and approve a draft than start from a blank template

Not a fit: general contractors writing a site-wide plan, residential service calls, or anyone looking for a plan they don't have to read.

Pricing

Free to build. Pay when you download.

One job or every job: pick what fits how often your GCs ask.

Free: the builder and the full on-screen preview of your plan. No card, no sign-up.

Start building →

Job Pack

For a single job

$49per job, one-time

One job, ready to send to the GC.

  • Site-specific safety plan for one job
  • Task hazard analysis (JHA) for every task you select
  • List of the written programs the job calls for, with citations
  • Word (.docx) and PDF downloads
Build your plan

Free to build and preview. Pay when you download.

Pro

Best for repeat jobs

For subs with jobs every month

$39per month

Every job, every reissue.

  • Unlimited jobs and one-click reissue for a new site
  • Document library for every plan you have made
  • Word (.docx) and PDF downloads
  • New documents as they ship (written programs, stand-alone JHA forms, heat plan)

Pro (annual)

Save $119 a year

For year-round commercial work

$349per year

About $29 a month, billed yearly

Pro, billed yearly.

FAQ

Straight answers

What SitePack does, what it doesn't, and who is responsible for the plan.

Will my general contractor accept the plan?

GCs set their own requirements, and they differ. Most want a written site-specific plan, a named safety representative, emergency details and task hazard analyses before you mobilize; some add their own forms or orientation.

SitePack covers those pieces from your answers. You review and confirm each section, and you can edit the Word file to match anything else your GC asks for. We can't promise that a particular GC will accept a plan, and we don't claim to.

What does the AI do, and what doesn't it do?

Fixed rules decide the content: which hazards, controls, written programs, PPE and citations go into the plan, based on the trades, tasks and site conditions you pick. No AI is involved in those choices.

AI only drafts the two narrative paragraphs (scope of work and site conditions) when you click Draft, working from your own answers. It cannot add or remove hazards or programs, its text is checked against your selections, and it stays flagged in the plan until you approve or rewrite it. Prefer to write them yourself? Skip the Draft button.

Is this legal or safety-compliance advice?

No. SitePack is a document-assembly aid. Your company is responsible for its safety plan, for checking it against the actual site and for meeting your contract and legal requirements. For advice on a specific job, talk to a qualified safety professional or a lawyer.

Can I edit the plan?

Yes. You review and confirm every section in the builder before export, and the download includes an editable Word (.docx) file alongside the PDF.

What do I need to have ready?

The site address and GC contact, start date and crew size, your site safety representative and foreman, the nearest hospital, and the tasks your crew will do on this job. With that in hand, about 10 minutes is typical.

What does it cost?

Building the plan and previewing it on screen is free. To download the Word and PDF files, pay $49 for that job, or subscribe to Pro for $39 a month ($349 a year) to cover every job and reissue.

Which trades does it cover?

HVAC, Plumbing and Electrical subcontractors working on commercial jobs. If your crew does more than one of these trades on a job, select them all and you get one plan.

Your GC is waiting on the safety plan

Answer the job questions, review every section, and see the whole plan before you pay.