SHORE — Design Tracker

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Design Progress Templates

Add templates to a project from the Design Progress tab using the phase dropdown.

CDC Checklist 38 tasks

Week 1Phase 1 — Project Initiation 4 ▾

1.1Initial Client Consultation — confirm scope, brief & budget

1.2Survey + Title Search + Covenant review

1.310.7 Certificate (Planning Certificate)

1.4Confirm CDC pathway viability with Town Planner

Weeks 2–3Phase 2 — Concept Design 4 ▾

2.1Prepare Concept Design (plans, elevations, 3D)

2.2Cross-check with Zak to confirm project costing aligns with budget ⊙ Hold Point

2.3Showcase Concept Design to Client

2.4Obtain client sign-off on concept direction

Week 4Phase 3 — Consultant Engagement 9 ▾

3.1Consultant Issue — issue drawings to all consultants

3.2Civil / Driveway Design — engage civil engineer for crossover & levels ⚠ Authority · Critical Path

3.3S73 Design — Sewer & Water Tap-In design to Sydney Water ⚠ Authority · Critical Path

3.4Geotech Report

3.5Structural Engineering

3.6Stormwater / Hydraulic Engineering

3.7BASIX + NatHERS Assessment

3.8Landscape Plans

3.9Town Planner CDC compliance report

Weeks 5–6Phase 4 — Design Development & Coordination 6 ▾

4.1Review Consultant Drawings for clashes & compliance

4.2Finalise Architectural Coordination across all disciplines

4.3Prepare Architecture CDC Drawing Set

4.4Building Specifications

4.5Waste Management Plan (WMP)

4.6Design Verification Statement (DVS)

Weeks 7–8Phase 5–6 — Final Review, Sign-Off & Approvals 9 ▾

5.1Review Final Drawings — full internal QA check

5.2Cross-check final documentation with Zak ⊙ Hold Point

5.3Submit to Owners / Client for Final Confirmation

5.4Obtain written client approval to proceed

5.5Section 73 — Sydney Water Approval ⚠ Authority · Critical Path

5.6Sydney Water BDA Tap-In Approval ⚠ Authority · Critical Path

5.7Section 138/68 — Roads Act approval ⚠ Authority · Critical Path

5.9Certifier Forms completed

5.10Demolition Contractor Letter

Week 9Phase 7 — CDC Submission 6 ▾

7.1Submit full package to PCA (Private Certifier) for review

7.2Address any PCA review comments or RFIs

7.3Submit on NSW Planning Portal

7.4Track NSW Planning Portal uploads to completion

7.5Long Service Levy receipt obtained

7.6CDC Approved — certificate issued

DA Checklist 48 tasks

Week 1Phase 1 — Project Initiation 6 ▾

1.1Initial Client Consultation — confirm scope, brief & budget

1.2Survey + Title Search + Covenant review

1.310.7 Certificate (Planning Certificate)

1.4Confirm DA pathway viability — review LEP/DCP controls with Town Planner

1.5Identify if Pre-DA Meeting with Council is required ⚠ Authority · Critical Path

1.6Lodge Pre-DA application (if applicable) ⚠ Authority · Critical Path

Weeks 2–3Phase 2 — Concept Design 4 ▾

2.1Prepare Concept Design (plans, elevations, 3D)

2.2Cross-check with Zak to confirm project costing aligns with budget ⊙ Hold Point

2.3Showcase Concept Design to Client

2.4Obtain client sign-off on concept direction

Weeks 3–4Phase 3 — Pre-DA Response & Design Refinement 3 ▾

3.1Receive & review Pre-DA Meeting notes from Council ⚠ Authority · Critical Path

3.2Address any Council feedback — update design as required

3.3Confirm consultant requirements arising from Pre-DA feedback

Weeks 4–6Phase 4 — Consultant Engagement 14 ▾

4.1Consultant Issue — issue drawings to all consultants

4.2Civil / Driveway Design — engage civil engineer for crossover & levels ⚠ Authority · Critical Path

4.3S73 Design — Sewer & Water Tap-In design to Sydney Water ⚠ Authority · Critical Path

4.4Geotech Report

4.6Stormwater / Hydraulic Engineering

4.7BASIX + NatHERS Assessment

4.8Landscape Plans

4.9Arborist Report (if trees affected)

4.10Heritage Impact Statement (if heritage listed / HCA)

4.11Flood Assessment (if flood-affected land)

4.12Acoustic Report (if required by DCP / proximity to noise source)

4.13Traffic & Parking Assessment (if applicable)

4.14Shadow Diagrams — confirm compliance with LEP/DCP overshadowing controls

4.15View Analysis / Streetscape Perspective Montage (if required)

Weeks 6–8Phase 5 — Design Development & Coordination 7 ▾

5.1Review Consultant Drawings for clashes & compliance

5.2Finalise Architectural Coordination across all disciplines

5.3Prepare Architecture DA Drawing Set

5.4Building Specifications

5.5Waste Management Plan (WMP)

5.7Schedule of External Finishes & Materials

5.8Clause 4.6 Variation Request — prepare justification (if any non-compliance) ⚠ Authority · Critical Path

Weeks 8–9Phase 6 — SEE & Supporting Documentation 5 ▾

6.1Statement of Environmental Effects (SEE) — draft or engage planner

6.2Cost of Works Estimate (for DA fee calculation)

6.3Access Report / BCA Compliance Statement (if applicable)

6.4SEPP 65 Design Verification Statement (if 3+ storeys residential flat)

6.5Town Planner DA compliance review — confirm full package

Weeks 9–10Phase 7 — Final Review & Sign-Off 5 ▾

7.1Review Final Drawings — full internal QA check

7.2Cross-check final documentation with Zak ⊙ Hold Point

7.3Submit to Owners / Client for Final Confirmation

7.4Obtain written client approval to proceed with DA lodgement

7.5Long Service Levy receipt obtained

Week 10Phase 8 — DA Lodgement 4 ▾

8.1Lodge DA on NSW Planning Portal ⚠ Authority · Critical Path

8.2Upload all supporting documents & consultant reports to Portal

8.3Pay DA lodgement fees

8.4Confirm lodgement accepted — DA number issued ⚠ Authority · Critical Path

Construction Certificate Checklist 34 tasks

Week 1Phase 1 — PCA Engagement & CC Kick-Off 5 ▾

CC01Appoint Private Certifier (PCA)

CC02Receive CC Checklist from PCA

CC03Review DA Conditions of Consent — identify all pre-CC conditions

CC04Cross-reference PCA checklist against Conditions of Consent

CC05Confirm scope & programme with Zak ⊙ Hold Point

Weeks 1–6Phase 2 — Authority Approvals (Long Lead) 4 ▾

CC06Section 73 — Sydney Water Approval ⚠ Authority · Critical Path

CC07Sydney Water BPA — Building Plan Approval ⚠ Authority · Critical Path

CC08Section 138 — Roads Act approval (Council) ⚠ Authority · Critical Path

CC09Section 68 — Council infrastructure / activity approvals ⚠ Authority · Critical Path

Weeks 2–4Phase 3 — Consultant Reports & Certificates 8 ▾

CC10Structure design and certificate

CC11Stormwater design and certificate

CC12Geotech report

CC13Acoustic Compliance Certificate

CC14Aircraft Noise Assessment

CC15BASIX + NatHERS Certificate

CC16Erosion and sediment control plan

CC17Survey (updated if required)

Weeks 2–4Phase 4 — Architectural & Site Documentation 7 ▾

CC18Architecture set — CC issue drawings

CC19Building Specifications

CC20Driveway details

CC21Landscape plans

CC22Waste Management Plan (WMP)

CC23Construction Traffic Management Plan (CTMP)

CC24Dilapidation report

Weeks 3–5Phase 5 — Administrative, Fees & Forms 3 ▾

CC25Long Service Levy receipt obtained

CC26Receipt of all council fees

CC27Certifier Forms completed

Weeks 5–6Phase 6 — Final Review & CC Submission 7 ▾

CC28Cross-check all CC items satisfied with Zak ⊙ Hold Point

CC29NSW Planning Portal uploads — track all document uploads

CC30Submit full CC package to PCA for review

CC31Address any PCA review comments or RFIs

CC32Construction Certificate issued by PCA ⊙ Hold Point

CC33Notify Council of PCA appointment & CC issue

CC34CC Approved — ready for construction

Interior Design Checklist 33 tasks

Week 1Phase 1 — Engagement & Research 4 ▾

ID01Initial Client Consultation — understand design direction & material interests

ID02Request client inspiration & reference imagery

ID03Review project brief, spatial requirements & existing architectural plans

ID04Confirm room-by-room scope of interior design works

Weeks 2–3Phase 2 — Concept Design 3 ▾

ID05Develop material palettes per room

ID06Prepare initial concept sketches & mood boards

ID07Cross-check with Zak — confirm $$ and overall look & feel ⊙ Hold Point

Weeks 3–4Phase 3 — 3D Presentation & Client Approval 5 ▾

ID08Prepare floor plans & layouts for client presentation

ID09Prepare 3D models & renders for client presentation

ID10Present Concept Design to Client ⊙ Hold Point

ID11Obtain client sign-off on concept direction ⊙ Hold Point

ID12Incorporate all client feedback and update design accordingly

Weeks 5–6Phase 4 — Design Finalisation & Material Application 4 ▾

ID13Finalise material selections and specifications

ID14Commence interior design documentation with applied materials

ID15Coordinate AC location with services consultant

ID16Finalise Reflected Ceiling Plan (RCP) documentation

Weeks 6–7Phase 5 — 2D Documentation Preliminary 3 ▾

ID17Finishes Floor Plan — dimensions general rooms

ID18Internal Elevations — preliminary layout (no dimensions)

ID19Document 2D elevation design drawings

Weeks 7–8Phase 6 — 2D Documentation Second Stage 4 ▾

ID20Dimensions Plumbing (RED)

ID21Dimensions — kitchen, wet-areas, radius

ID22Dimensions — depth of all built-ins & bulkheads

ID23Cross-check all dimensions & ensure all relevant project information is added

Weeks 8–9Phase 7 — Electrical Layout 4 ▾

ID24Preparation of Electrical sketch & layout

ID25Downlights/Wall Lights & all GPO's etc.

ID26Dimensions — Lights & GPO

ID27Wiring diagram

Weeks 9–10Phase 8 — Final Review, Sign-Off & Issue 6 ▾

ID28Present to Zak — full internal QA check ⊙ Hold Point

ID29Resend final renders with Electrical overlay

ID30Add EL dimensions to 2D ID set

ID31Ensure all GPOs, Switches & Lighting are showing on plans

ID32Present to Client for final confirmation ⊙ Hold Point

ID33Finalise drawings for construction issue

Project Closure 2 tasks · actual date only

Project Closure 2 ▾

PC1Clean folder before pass it to past project

PC2Save archicad file as pla

Status	Project Name	Address	Project Owner	Budget	Consultant Fee	Scope	Delivery	Priority	Engagement Date

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DA/CDC Ref

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