1. Client Information
Legal Entity Type:
Individual
Company
Trust
Partnership
Full Legal Name: _______________________________
Trading Name (if different): ______________________
Company/Trust Registration Number: _______________
Contact Details
Physical Address: ______________________________
Postal Address (if different): _____________________
Primary Contact Person: ________________________
Position: _____________________________________
Phone: ______________________________________
Email: ______________________________________
GST Registered: ☐ Yes ☐ No
GST Number (if applicable): _____________________
2. Project Details
Project Name: _________________________________
Site Address: _________________________________
Legal Description: _____________________________
Current Use: _________________________________
Proposed Use: ________________________________
Building Consent
Building Consent Required:
Yes
No
Building Consent Number (if obtained): ____________
Resource Consent Required:
Yes
No
Resource Consent Number (if obtained): ___________
Project Timeline
Desired Start Date: ____________________________
Required Completion Date: ______________________
Critical Milestone Dates (if any): _________________
3. Scope of Works
Detailed Description of Works Required:
Specific Exclusions:
4. Financial Information
Budget (excluding GST): $_______________________
Preferred Payment Terms:
- ☐ Progress Payments
- ☐ Milestone Payments
- ☐ Other (specify): ____________________________
Payment Stage | Percentage | Amount (excl. GST) |
Initial Deposit | ____% | $_________ |
Foundation Complete | ____% | $_________ |
Frame Complete | ____% | $_________ |
Roof Complete | ____% | $_________ |
Lock-up Stage | ____% | $_________ |
Internal Fit-out | ____% | $_________ |
Practical Completion | ____% | $_________ |
5. Insurance Requirements
Contract Works Insurance: $_____________________
Public Liability Insurance: $_____________________
Professional Indemnity Insurance: $______________
6. Key Personnel
Role | Name | Contact Details | Qualifications |
Project Manager | __________ | __________ | __________ |
Site Manager | __________ | __________ | __________ |
Safety Officer | __________ | __________ | __________ |
7. Documentation Checklist
Please confirm which documents are attached:
- ☐ Site Plans
- ☐ Floor Plans
- ☐ Elevations
- ☐ Engineering Drawings
- ☐ Specifications
- ☐ Geotechnical Report
- ☐ Building Consent Documentation
- ☐ Resource Consent Documentation
- ☐ Insurance Certificates
8. Special Requirements
Access Restrictions: ___________________________
Working Hours: _______________________________
Noise Restrictions: ____________________________
Other Requirements: __________________________
9. Project Milestones
Pre-construction phase:
- Site preparation and excavation work
- Geotechnical assessment and site surveys
- Obtaining necessary building and resource consents
Construction phase additions:
- Electrical and plumbing installations
- External cladding work
- Internal fit-out details including walls and finishes
- Landscaping according to approved plans
Post-construction requirements:
- Final council inspections
- Obtaining code compliance certificate
- Provision of warranties and documentation
Each of these steps must comply with the Building Code requirements and relevant New Zealand Standards.
Declaration
I/We confirm that the information provided in this form is true and correct to the best of my/our knowledge.
Name: _____________________________________
Position: ___________________________________
Signature: __________________________________
Date: _____________________________________
Office Use Only
Received by: ________________________________
Date: _____________________________________
Reference Number: __________________________
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