Checklists & RFIs

The checklist is the heart of compliance assessment. It contains all the items that must be verified before a building permit can be issued.

Checklist Items Tab

Open any project and click the CHECKLIST ITEMS tab to see the compliance checklist.

Checklist Structure

The checklist is organized into categories with expandable items:

Checklist Categories

Checklist items are grouped by category:

Admin Items

Core administrative requirements:

• Purchase Order provided
• Building Contract provided
• Building Contract amount
• RBS Appointment Letter provided
• Domestic Building Insurance provided
• Proof of Ownership provided
• Certificate of Title Documents provided
• Plan of Subdivision provided
• Section 173 Agreement provided
• Caveat provided
• Design Guidelines provided
• Developers Approval provided
• Re-Establishment Survey provided
• Architectural Drawings provided
• Energy Rating Report provided
• Energy Endorsed Drawings provided
• Electrical Plan
• Artificial Light Wattage Calculations
• Engineering Structural Drawings Provided
• Engineering Structural Computations Provided
• Engineers Structural Certification Provided
• Engineers Structural Dual Certification Provided
• Soil report provided
• Soil class
• Soil report number
• Compaction report provided
• Building information reg 5.1.2 provided
• CIL provided
• LPOD provided
• Sewer information provided
• BAL report provided
• PIC provided
• Flood certificate provided
• Velocity Flow Rate Report provided
• Developer Estate Engineering provided
• Report & Consent provided
• Planning Permit provided
• Performance Solution Provided
• PSDB - Performance Solution Design Brief provided
• Section 10 provided
• Plan of subdivision number

Planning Requirements

Planning and zoning compliance:

• Schedule 6 planning
• Planning permit required
• Is Garden Area requirement 76A applicable
• Is BushFire prone applicable

Plan of Subdivision

Subdivision-related checks:

• Is a Building Envelope applicable
• Is Developer Approval Applicable
• Is an MCP applicable
• Plan of Subdivision items

Part 5 Regulations

Building regulations compliance (Part 5):

• Regulation 71 - Approved building envelope design overrides using requirements
• Regulation 72 - Application of Division
• Regulation 73 - Maximum street setback
• Regulation 74 - Minimum street setback
• Regulation 75 - Building height
• Regulation 76 - Site Coverage
• Regulation 76 A - Minimum garden area
• Regulation 77 - Permeability
• Regulation 78 - Car parking
• Regulation 79 - Side and rear setbacks
• Regulation 80 - Walls and carports on boundaries
• Regulation 81 - Daylight to existing habitable room windows
• Regulation 82 - Solar access to existing north-facing habitable room windows
• Regulation 83 - Overshadowing of recreational private open space
• Regulation 84 - Overlooking
• Regulation 85 - Daylight to habitable room windows
• Regulation 86 - Private open space

NCC (National Construction Code)

• National Construction Code Items (NCC)

SLHC (Small Lot Housing Code)

For lots under 300 sqm:

• Lot Type
• Approved B.E Overrides SLHC Requirement - SLHC Practice Note
• Edge lot
• Standard 1 - Maximum Street Setbacks
• Standard 2 - Minimum Street Setbacks
• Standard 3 - Building Height
• Standard 4 - Site Coverage
• Standard 5 - Permeability
• Standard 6 - Car Parking
• Standard 7 - Side & Rear Setbacks
• Standard 8 - Walls on Boundaries
• Standard 11 - Overshadowing of N.R.P.O.S
• Standard 12 - Overlooking
• Standard 13 Daylight to HAB Room Win
• Standard 14 - Private Open Space
• Standard 15 to 21 - Fences

BOE (Build Over Easement)

• Is proposed works or structure over the easement
• Is build over easement report and consent required

Build Within & Protect Works

• Is Build within 1 metre of the sewer asset required
• Is the proposed building work on boundary
• Which allotment will be affected by the works on boundary
• Is a Footing probe required
• Is the excavation on boundary greater than 500mm in depth
• Protection works required

RFI Categories

• Post Assessment RFIs
• Estate RFIs
• Title Milestone Status

Item Statuses

Expanding Items

Click the > arrow next to any item to expand it and see:

• Full item description
• Current answer/value
• Related RFIs (Requests for Information)
• Notes and comments
• Linked documents

RFI Items Tab

The RFI ITEMS tab shows all Requests for Information for the project:

• RFIs sent to the customer requesting documents or clarification
• RFIs from vendors or authorities
• Status tracking (Sent, Received, Outstanding)

Working Through the Checklist

For Assessors

1. Open the project's CHECKLIST ITEMS tab
2. Expand each category
3. Review each item against the submitted documents
4. Set the status (Compliant, Non-Compliant, N/A)
5. Add notes explaining your assessment
6. Create RFIs for missing information

For Items Requiring Documents

1. Check if the required document is uploaded
2. Review the document content
3. Mark as Compliant if requirements are met
4. Create an RFI if document is missing or insufficient

For Calculation Items

Some items require calculations (setbacks, site coverage, etc.):

1. Review the architectural drawings
2. Perform or verify the calculation
3. Record the measured value
4. Compare against the requirement
5. Mark Compliant or Non-Compliant

Creating RFIs

When information is missing:

1. Expand the checklist item
2. Click Add RFI
3. Describe what information is needed
4. Set priority and due date
5. Save - the customer will be notified

RFI Actions

From the project header, click RFI Actions for:

• Send all outstanding RFIs
• Download RFI summary
• Mark RFIs as resolved

Assessment Completion

When all checklist items are reviewed:

1. Verify no items are still TBA
2. Resolve all Non-Compliant items
3. Close outstanding RFIs
4. Click Assessment Completed button
5. The project status updates automatically

Downloading the Checklist

Click the Download checklist button on the Project Details tab to export the checklist as a document. This can be sent to customers or included in permit applications.

QA Checklist & Sales Checklist

Additional tabs provide specialized checklists:

• QA CHECKLIST - Quality assurance verification items
• SALES CHECKLIST - Sales-related tracking items

Tips

• Work top to bottom - Categories are ordered logically
• Use N/A liberally - Skip items that don't apply (e.g., SLHC items on large lots)
• Document your reasoning - Add notes for non-obvious assessments
• Link to documents - Associate checklist items with uploaded files
• Check regulations - Part 5 items reference specific building regulations

Next Steps

• Managing Documents - Upload required documents
• Working with Orders - Order missing reports
• Invoicing - Invoice based on completed work