# Auckland Residential Property Development Template Pack

Educational starter templates only. Adapt to your company format and confirm all legal, planning, tax, finance, council, and technical matters with the relevant professionals.

## Site Assessment Checklist

- Address:
- Land area:
- Current zone:
- Overlays:
- Easements/covenants/consent notices:
- Flooding / overland flow:
- Slope / contours:
- Services available:
- Existing buildings / demolition / asbestos risk:
- Likely development type:
- Likely yield:
- Biggest risks:
- Professionals to contact:
- Source documents saved:
- Decision:

## Initial Feasibility Template

- Gross realisation value:
- Land cost:
- Construction cost:
- Civil / infrastructure cost:
- Professional fees:
- Council / consent fees:
- Finance and interest:
- Legal / accounting / tax assumptions:
- Marketing and selling costs:
- Contingency:
- Total development cost:
- Estimated profit:
- Margin method:
- Best / expected / worst case:
- Assumptions not verified:
- Professional confirmations required:

## Due Diligence Checklist

- Record of Title and instruments reviewed:
- LIM ordered/reviewed:
- Property file ordered/reviewed:
- Planning memo received:
- Survey / boundary / easement review:
- Flood / overland flow / stormwater review:
- Water / wastewater / power / fibre review:
- Geotechnical / slope / retaining review:
- Demolition / asbestos / contamination review:
- Market / valuation / sales evidence:
- Accountant / GST / tax advice:
- Lender conditions:
- Red flags:
- Decision before condition deadline:

## Risk Register

| Risk | Category | Cause | Impact | Owner | Action | Due date | Status | Source |
|---|---|---|---|---|---|---|---|---|
| Example: stormwater discharge uncertain | Infrastructure | No confirmed discharge point | Cost and consent delay | Civil engineer | Prepare stormwater feasibility note | Date | Open | GeoMaps / civil advice |

## Decision Register

| Decision | Options Considered | Evidence Used | Professional Advice | Cost / Programme / Risk Impact | Approved By | Date | Conditions |
|---|---|---|---|---|---|---|---|
| Example: proceed to conditional offer | Offer / pause / reject | Feasibility v0.2, agent appraisal | Planner verbal only, written memo pending | Risk remains until planning memo received | Developer | Date | Include due diligence condition |

## Consultant Brief

- Consultant:
- Purpose of engagement:
- Site/project details:
- Documents provided:
- Questions to answer:
- Deliverables:
- Exclusions:
- Fee and programme:
- Required meeting dates:
- Decision this advice supports:
- Source / where to verify:

## Consent Tracker

| Consent / Approval | Status | Lodged Date | RFI Date | Responsible Person | Next Action | Due Date | Conditions / Notes |
|---|---|---|---|---|---|---|---|
| Resource consent | Preparing | Date | N/A | Planner | Finalise AEE | Date | Confirm stormwater report |

## RFI Tracker

| RFI | From | Date Received | Response Owner | Documents Needed | Cost / Programme Impact | Due Date | Status |
|---|---|---|---|---|---|---|---|
| Example: council requests civil clarification | Council | Date | Civil engineer | Stormwater memo | Potential delay | Date | Open |

## Tender Comparison

| Builder | Price | Exclusions | Provisional Sums | Programme | Insurance / H&S | Clarifications Needed | Adjusted Comparison |
|---|---|---|---|---|---|---|---|
| Builder A | $ | Drainage excluded | Retaining provisional | 9 months | To confirm | Scope gaps | $ |

## Settlement Checklist

- Sale agreement conditions:
- CCC/title requirements:
- Buyer inspection:
- Defects agreed:
- Handover pack:
- Keys/remotes:
- Lawyer confirmation:
- Lender/discharge requirements:
- Accountant/tax records:
- Settlement date:
- Issues remaining:

## Handover Checklist

- Keys:
- Remotes/access devices:
- Appliance manuals:
- Warranties:
- Paint/product schedule:
- CCC / certificate records:
- Maintenance instructions:
- Defect reporting process:
- Buyer/client sign-off:

## Post-Project Review

- Original feasibility:
- Final cost:
- Final revenue:
- Final profit/margin:
- Biggest cost overruns:
- Biggest delays:
- Consent/council lessons:
- Consultant performance:
- Builder performance:
- Sales/settlement lessons:
- Records archived:
- What to change next time: