Aseem & Monica

DevelopClyde, VictoriaNew HomeSingle StoreyCustom Design· Ref 25-0012
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Project Handover & Setup

Review the project information, confirm requirements and prepare the project for coordinated delivery.

Preparing Handover

Project Overview

HomeownersAseem & Monica
Project typeNew Home
Design approachCustom Design
StoreysSingle Storey
LocationClyde, Victoria
Design directionSingle-storey custom home — 3 bed, 2 bath, alfresco
Project ref25-0012

Agreed Project Information

Design & Documentation Status

Custom design confirmed — single-storey, 3 bed, 2 bath, 2 car garage

Key Homeowner Requirements

  • Open-plan living with alfresco
  • Master suite with walk-in robe and en-suite
  • Double garage with rear access
  • Home office / study nook

Inclusions & Selections

  • Standard inclusions package (Silver)
  • Kitchen upgrade — stone benchtops, 900mm oven
  • Appliance package included

Important Agreements

  • Indicative price range agreed: $480K–$520K
  • Site costs estimated separately
  • H1 contract type to be used

Known Site Considerations

  • Flat block, no retaining walls anticipated
  • Established neighbourhood
  • No known overlays at time of handover

Documents & Attachments

Working Drawings Set.pdf

Working Drawings · 3.4 MB · 12 Sep 2026

Indicative Estimate.xlsx

Estimates · 245 KB · 8 Sep 2026

Selections Schedule.pdf

Selections & Specifications · 1.2 MB · 10 Sep 2026

Site Survey.pdf

Site Documentation · 2.1 MB · 5 Sep 2026

Soil Test Report.pdf

Site Documentation

Pending

Design Direction Notes.docx

Other · 180 KB · 3 Sep 2026

Outstanding Matters

Soil test report pending

Geotechnical report expected by 18 Oct. Required for foundation design.

Final facade selection

Two facade options shortlisted. Homeowner to confirm by 20 Oct.

Pool inclusion unconfirmed

Homeowner expressed interest in a future pool. Confirm whether to include in this build.

Private Handover Notes

Internal

Internal notes for the Advisor and Coordinator. Never shared with the homeowner.

Prepared by Andrew Stickley

Project Requirements

View Template

General Requirements

Custom design

Custom-designed home requiring working drawings and design review.

Standard

Site engineering assessment

Structural engineering assessment required for the site.

Standard

Energy efficiency assessment

Energy efficiency (BASIX / NatHERS) assessment required.

Standard

Conditions (trigger additional tasks)

Bushfire-prone site

Site is in a bushfire-prone area. Triggers BAL assessment.

Yes

Sloping block

Site has slope requiring additional site engineering.

Yes

Demolition required

Existing structure to be demolished. Triggers demolition documentation.

No

Pool included

Pool included in scope. Triggers pool engineering and council approval.

Yes

Heritage overlay

Site has heritage overlay. Triggers heritage assessment and approval.

No

Conditions are confirmed by the Project Coordinator after handover.

Proposed Task Plan

30

Standard tasks

3

Additional tasks

33

Total proposed

1 conditional task already included in the standard template — no duplication.

Template: Custom Design — Single Storey (v3.2) · Updated 12 Sep 2026

#Task / RequirementTypeDueSource
1Prepare working drawingstask+0 daysStandard
2Review working drawingstask+3 daysStandard
3Confirm homeowner approvaltask+7 daysStandard
4Issue plans for engineeringtask+2 daysStandard
5Confirm final plan revisionstask+5 daysStandard
6Working drawings completemilestone+1 daysStandard
1Obtain engineering quotationtask+0 daysStandard
2Engineering requestedtask+1 daysStandard
3Follow up engineeringfollowup+4 daysStandard
4Engineering receivedmilestone+2 daysStandard
5Arrange energy assessmenttask+1 daysStandard
6Energy report receivedmilestone+3 daysStandard
7Obtain BAL assessmenttask+3 daysConditional
8Pool engineering assessmenttask+5 daysConditional
1Arrange colour selectionstask+0 daysStandard
2Confirm electrical selectionstask+3 daysStandard
3Confirm heating and coolingtask+4 daysStandard
4Obtain relevant reportstask+2 daysStandard
5Prepare and lodge approval applicationstask+2 daysStandard
6Confirm approvals receivedmilestone+4 daysStandard
7Council pool approvaltask+7 daysConditional
1Review final documentationtask+1 daysStandard
2Confirm final inclusionstask+1 daysStandard
3Review final pricingtask+1 daysStandard
4Prepare contract documentstask+2 daysStandard
5Arrange contract appointmenttask+2 daysStandard
6Contract signedmilestone+2 daysStandard
1Custom facade design reviewtask+5 daysStandard
2Site engineering assessmenttask+3 daysStandard
3Energy efficiency (BASIX) assessmenttask+5 daysStandard
4Bushfire assessment (BAL)task+3 daysStandard
5Retaining walls designtask+2 daysStandard
6Finalise additional requirementsmilestone+1 daysStandard

Assigned Project Coordinator

CL

Chloe Lawson

Project Coordinator

What happens next?

  1. 1The Advisor submits the handover for Coordinator review.
  2. 2The Coordinator reviews the project information and outstanding matters.
  3. 3The Coordinator confirms project requirements and adjusts the task plan.
  4. 4The Coordinator accepts the task plan and takes responsibility for delivery.

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