Design and documentation
- Finalize approved architectural and engineering drawings.
- Confirm specifications and material selections.
- Resolve outstanding design questions and conflicts.
- Complete a constructability review.
- Confirm the geotechnical and survey reports.
- Establish the document control and revision process.
Budget and financing
- Finalize the detailed project budget and estimate.
- Confirm financing and funding is in place.
- Set the contingency and allowance amounts.
- Establish the cost tracking and reporting system.
- Confirm the payment and draw schedule.
- Reconcile the estimate against the latest drawings.
Permits and approvals
- Obtain all required building permits.
- Confirm zoning and land-use approvals.
- Secure utility, environmental and special permits.
- Schedule any pre-construction inspections.
- Confirm conditions of approval are understood.
- Post permits and approvals on site.Requirements vary by authority having jurisdiction — confirm conditions before mobilizing.
Contracts and team
- Execute the contract with the general contractor.
- Award and execute key subcontractor agreements.
- Collect insurance certificates and bonds.
- Define roles, responsibilities and the org chart.
- Establish communication and reporting protocols.
- Hold the pre-construction kickoff meeting.
Procurement and scheduling
- Identify and order long-lead items early.
- Develop the detailed project schedule and critical path.
- Confirm material and equipment availability.
- Set up the submittal and shop drawing process.
- Plan delivery logistics and storage.
- Establish schedule milestones and reporting.
Site preparation
- Confirm site access and temporary utilities.
- Plan erosion, sediment and environmental controls.
- Mark and protect existing utilities before digging.
- Establish survey control and benchmarks.
- Set up the site safety plan and orientation.
- Prepare the laydown, storage and office areas.
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