Gateway 2 document readiness self-check

Identify the information to chase before your next project-team review.

Free to use, no sign-up. Calculator entries and checklist answers stay in your browser and are not sent to Gate Zero. Print a copy before leaving if you want to keep your results.

This is a self-reported planning checklist. It does not review documents, verify competence or technical compliance, or tell you whether BSR will approve an application.

0 of 24 answered

Answer every prompt. If you choose “Not applicable”, add your reason so it appears in the summary.

Application information

1. Have you confirmed the application route and scope with the project team?

Check building type, work type, stages and any transitional provisions.

2. Are the current plans, specifications and works schedules assembled?

Use a consistent revision set that describes the proposed work.

3. Can a reader find every file from a clear reference index?

Include document names, descriptions and references.

4. Have you checked the current BSR upload instructions?

Check file formats, size limits, naming and the required application fields against current guidance.

5. Are the client statement and any submission authorisation prepared?

Check who is submitting and which statements or authorisations are required.

Appointments and competence

6. Do the dutyholder details match the current appointments?

Resolve differences in names, organisations and responsibilities.

7. Has the client recorded its checks of the principal designer’s competence?

Use evidence appropriate to the role and project; a checklist does not assess professional competence.

8. Has the client recorded its checks of the principal contractor’s competence?

Designer and contractor competence frameworks address different roles.

9. Are designated individuals identified for organisational appointments?

Confirm the applicable duties with the client and appointed organisations.

10. Can the competence declaration be traced to the checks the client made?

Record the evidence considered and the reasons for the appointment decision.

Coordinated design information

11. Has the design team checked fire documents against the current drawings?

Ask the competent designers to resolve discrepancies; this tool cannot check technical adequacy.

12. Does the compliance statement explain the proposed approach to each applicable requirement?

Describe the standards used, why they were selected and how they apply.

13. Are unresolved design assumptions recorded with an owner and resolution plan?

Do not treat an intention to seek approval with requirements as permission to defer necessary information.

14. Have competent designers reviewed the technical evidence for their disciplines?

Record who reviewed it and what remains unresolved.

15. Have planning conditions and fire-statement commitments been checked against the design?

Planning changes and building-control changes follow their respective processes.

Construction and information controls

16. Does the construction control plan identify responsibilities and checks?

Describe how the project team will manage and evidence compliance during construction.

17. Is the mandatory occurrence reporting process understood by the team?

Confirm responsibilities, reporting routes and applicable timescales.

18. Does the change control plan cover recording, notification and approval routes?

Assess changes against the applicable criteria before carrying out affected work.

19. Is there an agreed way to keep and hand over current building information?

Confirm access, revision control and recipient needs.

Submission planning

20. Does the information schedule identify the evidence, owner and status for each applicable item?

A starter template needs project-specific additions and applicability review.

21. Does the folder/index structure match the files intended for upload?

Check the actual package, not just the planned folder names.

22. Is the project brief clear about scope, complexity and application strategy?

Explain staging or partial completion proposals where relevant.

23. Does every unresolved item have an agreed next action?

Keep proposed deferrals separate from requirements actually agreed by BSR.

24. Has the final package been checked against the current instructions and agreed scope?

This self-check is a discussion aid, not permission to submit or start work.

Sources and next steps

The prompts are Gate Zero’s editorial discussion aid, informed by BSR application-information guidance. They are not an official BSR checklist or the Gate Zero application’s activated control profile.

Turn your follow-ups into an evidence register with the information schedule starter. Read the Gateway 2 guide for the broader process.

Discuss your submission

Ask about a document readiness review against an agreed scope. Customer intake opens after service qualification and an accepted engagement. Gate Zero does not provide BSR approval or design certification. Please do not attach submission documents to your enquiry.

Discuss a readiness review →

Gateway 2 document readiness self-check

Your self-reported action list

Items you marked not applicable

Sources and next steps

Discuss your submission