Master Builder Service Agreement Checklist

Disclosure

CONSTRUCTION CONTRACT INFORMATION CHECKLIST

A. PARTY INFORMATION

1. Contractor Details

□ Full legal company name
□ Company registration number
□ Registered office address
□ Physical business address (if different)
□ GST registration number
□ Licensed Building Practitioner (LBP) number
□ Insurance policy numbers and providers
□ Authorized signatory names and positions
□ Primary contact person details:
  • Name
  • Position
  • Phone
  • Email
    □ After-hours emergency contact details

2. Client Details

□ Full legal name (company or individual)
□ Company registration number (if applicable)
□ Registered office address (if company)
□ Physical address
□ GST registration status and number (if registered)
□ Authorized signatory names and positions
□ Primary contact person details:
  • Name
  • Position
  • Phone
  • Email

B. PROJECT DETAILS

1. Site Information

□ Project site address
□ Legal description of property
□ Current site access arrangements
□ Known site constraints
□ Existing structures
□ Geotechnical information
□ Survey information
□ Archaeological or cultural considerations
□ Environmental considerations

2. Project Scope

□ Detailed description of works
□ Specific exclusions from scope
□ List of provisional sums
□ List of prime cost sums
□ Specific client requirements
□ Quality standards
□ Special conditions

3. Documentation

□ Complete list of drawings with revision numbers
□ Specifications
□ Geotechnical reports
□ Survey reports
□ Council documentation
□ Building consent status
□ Resource consent status

C. COMMERCIAL TERMS

1. Pricing

□ Contract price (excluding GST)
□ GST amount
□ Provisional sum amounts
□ Prime cost sum amounts
□ Unit rates for variations
□ Labour rates
□ Plant rates
□ Markup percentages for:
  • Variations
  • Subcontractor works
  • Materials
  • Prime cost items

2. Payment Terms

□ Deposit amount
□ Progress payment frequency
□ Payment claim dates
□ Payment schedule dates
□ Retention percentages
□ Retention release milestones
□ Bank guarantee details (if applicable)

D. PROJECT TIMELINE

1. Key Dates

□ Intended commencement date
□ Site possession date
□ Key milestone dates
□ Target completion date
□ Working hours restrictions
□ Known shutdown periods
□ Lead times for critical materials

2. Programming

□ Construction program details
□ Critical path activities
□ Client input dates required
□ Consent timing requirements
□ Subcontractor timing requirements

E. INSURANCE AND BONDS

1. Insurance Details

□ Contract works insurance:
  • Sum insured
  • Deductible
  • Special conditions
    □ Public liability insurance:
  • Coverage amount
  • Deductible
  • Special conditions
    □ Professional indemnity insurance:
  • Coverage amount
  • Deductible
  • Special conditions
    □ Motor vehicle insurance details
    □ Plant and equipment insurance details

2. Bonds and Guarantees

□ Performance bond:
  • Amount required
  • Provider details
  • Release conditions
    □ Parent company guarantee requirements
    □ Warranty bond requirements
    □ Special guarantee requirements

F. PROJECT ADMINISTRATION

1. Key Personnel

□ Contract administrator details
□ Project manager details
□ Site supervisor details
□ Health and safety representative
□ Quality assurance manager
□ Design team contacts
□ Subcontractor contacts

2. Meeting Requirements

□ Site meeting frequency
□ Required attendees
□ Meeting location
□ Reporting requirements

G. SUBCONTRACTORS AND SUPPLIERS

1. Nominated Subcontractors

□ Company names
□ Scope of works
□ Contract values
□ Special conditions

2. Nominated Suppliers

□ Company names
□ Supply scope
□ Contract values
□ Special conditions

H. SPECIFIC REQUIREMENTS

1. Quality Assurance

□ Quality management system requirements
□ Inspection and test requirements
□ Third-party testing requirements
□ Documentation requirements

2. Health and Safety

□ Site-specific safety requirements
□ Safety management plan requirements
□ Specific hazard management requirements
□ Reporting requirements

3. Environmental Management

□ Environmental management requirements
□ Waste management requirements
□ Noise control requirements
□ Dust control requirements

I. COMPLETION AND DEFECTS

1. Completion Requirements

□ Practical completion criteria
□ Required documentation
□ Training requirements
□ Handover requirements

2. Defects Liability

□ Defects liability period
□ Warranty requirements
□ Maintenance requirements
□ Response time requirements

J. SPECIAL CONDITIONS

□ List any special conditions or requirements
□ Client-specific requirements
□ Site-specific requirements
□ Local authority requirements
□ Stakeholder requirements

K. DOCUMENT CONTROL

□ Document numbering system
□ Version control requirements
□ Distribution requirements
□ Storage requirements