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Reset Copy as text Print checklist 01 Scope clarityWritten scope of work A short written description everyone can review and agree on. Location and limits of work Rooms, floors, areas or boundaries where work will happen. Desired outcome What finished looks like for the facility users. What is out of scope Work that is excluded, so nothing is assumed. 02 Site conditionsSite walk scheduled with the contractor A joint visit to confirm conditions and quantities. Access and working hours Keys, badges, parking, staging and allowed hours. Occupied building considerations Noise, dust, safety and phasing around occupants. Known hazards or abatement questions Asbestos, lead or other conditions that need review. Utilities and shutdowns Planned outages and who must approve them. 03 Drawings and specsNeed for drawings or specs decided Whether the work needs design documents before pricing. Existing as-builts available Any existing drawings shared with the contractor. Permit requirements identified Which permits or reviews apply and who obtains them. 04 Schedule constraintsRequired start and completion windows Dates the work must begin and finish by. School or academic calendar Breaks, testing periods and events to plan around. Blackout dates Days when work cannot take place. Long-lead materials Equipment or materials that need early ordering. 05 Funding and purchase order readinessFunding source identified The budget line or grant that will pay for the work. Budget confirmed Funds are available for the expected job order amount. PO or encumbrance process understood Steps and timing to issue the purchase order. Approval thresholds known Dollar limits that trigger additional approvals. 06 Stakeholder approvalsFacility users The people using the space agree with scope and timing. Department heads Leadership responsible for the space has signed off. Procurement Procurement has reviewed the job order as required. Legal or board approval if required Any formal approvals your rules call for. 07 Pricing reviewLine items mapped to the unit price book Each task tied to a price book line and quantity. Non-prepriced items identified Items not in the book, how they will be priced and documented per the contract. Coefficient applied per contract The correct coefficient for the hours and location of the work. Independent review of quantities Someone on your side checks quantities against the scope. 08 Inspection and acceptanceInspection points When and how work will be inspected during the job. Punch list process How remaining items are listed, fixed and verified. Acceptance sign-off Who formally accepts the completed work. Closeout documents and warranties As-builts, manuals, warranties and final paperwork. A second set of eyes
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