Reference

Site Documents & Certificates

7 min read

A new build produces a long paper trail: producer statements for the consent, certificates from every licensed trade, progress reports for the bank, and finally the full pack for the Code Compliance Certificate (CCC). This page lists who issues each document, who needs it, and what QSME does with it — generated from the same registry the product runs on.

Generated in-app

Built by the platform from your project data — QS reports, the CCC pack.

Issued & tracked

The licensed tradie or professional records the issue in QSME and attaches the official document. QSME does not generate the prescribed legal forms.

Checklist item

Tracked on the project compliance checklist; the owner uploads the document.

For the bank / lender

DocumentWho issues itPlatform supportWhere it lands

Bank Drawdown Certificate

QS certification of the value of work completed to date, used by the lender to release the next construction-loan drawdown.

Quantity surveyor (NZIQS)Generated in-appSent to the lender with each drawdown request

Cost-to-Complete Report

QS assessment of the remaining cost to finish the build (scheduled vs completed, plus remaining contingency). Lenders require it to confirm the loan still covers the build.

Quantity surveyor (NZIQS)Generated in-appSent to the lender alongside drawdown certificates

Cost Plan

Pre-construction cost estimate by category with contingency — banks use it to size the construction loan.

Quantity surveyor (NZIQS)Generated in-appLoan application / project budget baseline

For the council (consent → CCC)

DocumentWho issues itPlatform supportWhere it lands

PS1 Producer Statement — Design

Design producer statement from the design engineer/architect, lodged with the building consent application.

Building Act 2004 (consent documentation)

Design engineer / architect (CPEng / NZRAB)Issued & trackedBC application; CCC pack → Other/

PS2 Producer Statement — Design Review

Independent design review statement from a reviewing engineer.

Building Act 2004 (consent documentation)

Reviewing engineer (CPEng)Issued & trackedBC application; CCC pack → Other/

LBP Record of Work

Mandatory record of restricted building work (structural / weather-tightness) carried out or supervised by a Licensed Building Practitioner.

Building Act 2004 s88

Licensed Building Practitioner (LBP)Issued & trackedCCC pack → ROW/

Electrical Certificate of Compliance (CoC)

Certifies prescribed electrical work complies with the regulations.

Electricity (Safety) Regulations 2010

Licensed electrician (EWRB)Issued & trackedCCC pack → EnergyCerts/

Gas Certificate of Compliance

Certifies gasfitting work complies with the regulations.

Gas (Safety and Measurement) Regulations 2010

Certifying gasfitter (PGDB)Issued & trackedCCC pack → EnergyCerts/

As-laid Drainage Plan

As-built drainage layout lodged with council after drainlaying work.

Council requirement (drainage inspections)

Certifying drainlayer (PGDB)Issued & trackedCCC pack → Other/

PS3 Producer Statement — Construction

Construction producer statement that the work was built to the consented design (main contractor by role; installer LBP trades for their packages).

CCC application supporting document

Main contractor / installer tradesIssued & trackedCCC pack → PS3/

PS4 Producer Statement — Construction Review

Construction monitoring/review statement from the observing engineer.

CCC application supporting document

Observing engineer (CPEng)Issued & trackedCCC pack → PS4/

CCC Document Pack (Form 6 supporting docs)

One-click compiled zip of every collected certificate (ROWs, energy certs, PS3s, PS4s) plus an index PDF, ready for the CCC application.

NZ Building Code (CCC, Form 6)

Compiled by the platformGenerated in-appDownloaded zip → council CCC application

For the client & site

DocumentWho issues itPlatform supportWhere it lands

Electrical Safety Certificate (ESC)

Issued to the owner when the electrical installation is connected and safe to use.

Electricity (Safety) Regulations 2010

Licensed electrician (EWRB)Issued & trackedCCC pack → EnergyCerts/ (owner keeps the original)

Gas Safety Certificate

Issued to the owner when the gas installation is safe to use.

Gas (Safety and Measurement) Regulations 2010

Certifying gasfitter (PGDB)Issued & trackedCCC pack → EnergyCerts/ (owner keeps the original)

Progress Claim Assessment

QS assessment of a contractor progress claim: percent complete per SOQ line, retention, amount due.

Quantity surveyor (NZIQS)Generated in-appProject QS reports; basis for payment approval

Schedule of Quantities (SOQ) Export

Full itemized export of the project SOQ (the estimate), as PDF or Excel.

Quantity surveyor (NZIQS)Generated in-appProject QS reports; tender + contract baseline

BOQ — Actual Payments

What you've actually paid and been paid on this project — money out, refunds and income, from the project Money page, as PDF or Excel.

Project owner or managerGenerated in-appProject QS reports; always agrees with the Money page

Owner-managed (checklist)

DocumentWho issues itPlatform supportWhere it lands

PIM (Project Information Memorandum)

Council-issued land facts before design: natural hazards, council pipe locations, development contributions owed.

Council

CouncilChecklist itemProject documents (checklist: PIM received)

Resource Consent (RC)

Environmental/neighbourhood impact approval: earthworks, height, boundary shading.

RMA

CouncilChecklist itemProject documents (checklist: RC approved)

Building Consent (BC)

Council approval to build; must be physically on-site for inspectors.

NZ Building Code

CouncilChecklist itemProject documents (checklist: BC approved)

Contract Works + Public Liability Insurance

Policies must be active before site handover.

Insurer (arranged by owner/contractor)Checklist itemProject documents (checklist: insurance active)

Site-Specific Safety Plan (SSSP)

Maps initial site risks; signed by everyone on-site.

HSWA 2015

Main contractor / site managerChecklist itemProject documents (checklist: SSSP established)

License verification

Certificates marked “Issued & tracked” can only be issued by users whose trade license or professional enrolment has been verified on QSME (EWRB for electricians, PGDB for gasfitters and drainlayers, LBP for restricted building work, CPEng for engineers). Issuing a certificate automatically moves the linked compliance-checklist item to in progress — a person always confirms completion. When everything is collected, the owner downloads the compiled CCC pack (index + all certificates, organised for the council) in one click from the project page.