Pre-Construction(6 items)
Perform Background Checks On Client
Social media review/Google search, ability to pay, credit check
2 resources
Quote or Estimate Checked for Accuracy
Has this been properly QS'd or at least doublechecked for any missing items or detail
2 resources
Contract Read, Understood and Signed by Both Parties
Ensure contract is properly executed with all terms agreed
2 resources
Confirm Works Don't Require Consent or Obtained Consent Where Required
Particularly relevant with the "Granny Flat" exemption
2 resources
Insurance Arranged
If Client Responsible then Builder Confirms Cover Is Placed
2 resources
Site Risk Assessment Completed
Comprehensive site assessment covering all pre-construction risk factors
1 resource
During Construction(8 items)
All Variations Approved in Writing
The contract should have a variation schedule or use a provided template
2 resources
All Invoices Sent as CCA Compliant Payment Claims
Construction Contracts Act protection - invoice must be in specific form to comply
2 resources
Subbies and Contractors Briefed
Contracts/terms of trade signed and insurance confirmed prior to visiting site
1 resource
Health & Safety Programme in Effect
Refer to your health & safety programme and SSSP
3 resources
Site Supervision & Quality Checks
Undertaken regularly and documented using tools like Artisan or project WhatsApp group
2 resources
Clear Communication Channel for Issues
Daily site log and regular check-ins via system or WhatsApp group
1 resource
Ongoing Cost Reviews
All costs logged to job using Xero or a job management system
2 resources
Notify Insurer of Delays or Value Increases
Request updated certificate if client is responsible for insurance
1 resource
After Completion(5 items)
Walk Through Completed and Documented
Certificate of Practical Completion signed by client, consider video recording
2 resources
All Warranties and Documentation Provided
Maintenance schedules, Records of Work and producer statements - recommend Gtee.com
2 resources
Review Job with Staff and Contractors
Gather feedback and learnings including health & safety review
1 resource
Back Cost Project
Identify any overruns and document learnings using system records or template
2 resources
Book 3 Month Post-Completion Assessment
Identify latent issues (maintenance, defects, materials) - leads to extra work and referrals
1 resource