When you need it
Use while shortlisting development locations, before land acquisition or detailed design fixes the choice. Reassess candidates when new information emerges about boundaries, utility routes, access rights or enabling works.
XLSX /
AI tools and documents for engineering and project management.
Site Selection Evaluation
Compare candidate locations using traceable land, access, utility and development constraints.
How to use this templateThis Excel template contains prepared working sheets and completion notes on a separate sheet. Enter your project data and review the completed workbook before use.
This editable workbook helps you organise project information. Check any included formulas, assumptions and results before use; it does not replace professional review.
The form prepares a separate brief; it does not fill the Word or Excel file.
Read product descriptions in your language. The Word and Excel template files are in English.
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Learning
How to use this template
What it helps you decide
The matrix reveals location disadvantages and unknowns on a common project basis. It helps the sponsor focus investigations on constraints that could overturn a shortlist rather than relying on plot price alone.
How to complete it
- Define each Site ID against candidate plans, required footprint and off-site needs. Record Requirements and Observed conditions without assuming offered boundaries include essential connections.
- Add Evidence locators and Constraint status, separating confirmed blockers from unknowns. Describe Enabling works needed to make each location comparable with the project requirement.
- Summarize the Comparison finding and Required investigation for each candidate. Identify why a site remains provisionally shortlisted and what evidence could reverse that position.
Who prepares and reviews it
A development manager coordinates civil, utilities, transport and land specialists. Qualified legal advisers confirm rights questions; technical reviewers check feasibility, while the authorized sponsor retains the location selection and transaction decision.
A mistake to avoid
Comparing only conditions inside each plot overlooks external road or utility corridors whose availability and cost may determine whether the site can function.
Illustrative example
Illustrative example: two industrial plots offer similar area, but one needs access across land outside the offered boundary. The matrix records the route and unresolved rights evidence. The sponsor commissions land and access checks before deciding whether the lower purchase price justifies further design effort.
Document contents
- Document control and decision owner
- Evidence, scope and applicability
- Comparable site boundaries
- Fatal-constraint screening
- Development comparison
- Shortlist and next investigations
- Open points, competent review and decision
Required inputs
- Project / asset identity, assessment date, scope and authorized decision owner
- Verified source documents with exact revision and record locators
- Candidate boundaries and location plans
- Documented land-use and access constraints
- Preliminary utility and ground information
- Sponsor selection criteria and excluded locations
Practical tools.
Professional judgment.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
Prepare project brief