Exchange matrix

BetweenWhat movesTypical formats / channels
Owner → architectProgram, budget, priorities, site goals, approvalsMeetings, email, drawings, annotated PDFs, contracts
Architect → ownerConcepts, DD package, construction documents, bid guidance, payment review, closeout supportDrawings/specs, PDFs, email, meetings
Architect → AHJPlan set, calculations, reports, application materials, correction responsesPermit portal uploads, PDFs, forms, sometimes hard copy
AHJ → architect / builderCorrection comments, conditions, fees, issuance, inspection requirementsPortal notices, email, approval letters, online records
Builder → tradesBid packages, scope sheets, schedule windows, site rules, inspection timingEmail, estimating systems, subcontracts, site meetings, text/phone
Trades → builderQuotes, exclusions, crew plans, field questions, change requests, completion noticesQuotes, markup PDFs, phone/text, email, site logs
Builder ↔ vendorPOs, submittal-like product data, lead times, release schedules, deliveries, warranty dataERP / purchasing systems, email, PDFs, dispatch calls
Builder ↔ ownerStatus, cost impacts, change orders, payment package, punch list, warranty informationMeetings, email, portal / CRM, pay forms
Builder / licensed contractor ↔ inspectorInspection requests, permit number, approved-plan reference, site readiness, correction closureWeb portals, online scheduling, phone, text, in-person field inspection
Project records at closeoutSubstantial/final completion record, punch completion, waivers/releases, warranty itemsForms, PDFs, digital binders, final signoffs
Home inspector → owner / contractorPre-renovation assessment report: structural, moisture, electrical, life-safety, hazmat findings, severity ratings, specialist referralsWritten report, photos, PDF
Environmental consultant → contractor / ownerHazmat survey results, abatement work plan, containment specs, clearance testing, waste manifests, compliance recordsLab reports, PDF specs, clearance certificates, EPA/OSHA forms
Owner ↔ contractor (renovation / design-build)Scope of work, selections, discovery reports, change orders, containment/phasing plans, payment, punch listMeetings, email, portal/CRM, selections software, signed change orders
Contractor ↔ AHJ (renovation-specific)IEBC alteration-level determination, trade permits, waterproofing inspections, energy-code compliance documentation (REScheck)Permit portal, forms, on-site inspection, email

Evidence