PRE-CONSTRUCTION CHECKLIST TEMPLATE Last Updated: February 2026 Project Information: Project Name: _________________________ Project Number: _________________________ Contract Amount: $_________________________ Start Date: _________________________ Prepared By: _________________________ Date: _________________________ ═══════════════════════════════════════════════════════════════ PHASE 1: PROJECT EVALUATION Opportunity Assessment: ☐ Project fits our capabilities ☐ Owner has good payment reputation ☐ Project location is accessible ☐ Schedule is realistic ☐ Project will be profitable Risk Assessment: ☐ Site conditions evaluated ☐ Design completeness reviewed ☐ Permits can be obtained in time ☐ Long-lead items identified ☐ Weather constraints considered ☐ Material/labor availability confirmed Status: ⬜ Not Started | 🟡 In Progress | ✅ Complete Completed By: _________________________ Date: _________________ ═══════════════════════════════════════════════════════════════ PHASE 2: DESIGN REVIEW Drawing Review: ☐ All drawing sheets received ☐ Latest revisions confirmed ☐ Architectural/structural/MEP coordinated ☐ Drawings are clear and buildable ☐ Conflicts identified and resolved Specification Review: ☐ Submittal requirements identified ☐ Product requirements clear ☐ Testing requirements noted ☐ Quality standards understood ☐ Closeout requirements documented Value Engineering: ☐ Cost savings opportunities identified ☐ Schedule improvements evaluated ☐ Material alternatives considered ☐ Constructability reviewed Status: ⬜ Not Started | 🟡 In Progress | ✅ Complete Completed By: _________________________ Date: _________________ ═══════════════════════════════════════════════════════════════ PHASE 3: ESTIMATING & BUDGETING Quantity Takeoff: ☐ Material quantities calculated ☐ Labor hours estimated by trade ☐ Equipment needs identified ☐ Subcontractor scope defined Pricing: ☐ Material costs current ☐ Labor rates include burden ☐ Equipment costs (rent vs. own) determined ☐ Subcontractor quotes received ☐ Overhead allocated properly ☐ Profit margin appropriate Budget Development: ☐ Direct costs totaled ☐ General conditions included ☐ Overhead allocated ☐ Contingency added (5-10%) ☐ Profit included Status: ⬜ Not Started | 🟡 In Progress | ✅ Complete Completed By: _________________________ Date: _________________ ═══════════════════════════════════════════════════════════════ PHASE 4: SCHEDULE DEVELOPMENT Master Schedule: ☐ Project phases identified ☐ Durations estimated realistically ☐ Dependencies mapped ☐ Key milestones set ☐ Critical path identified Long-Lead Items: ☐ Structural steel (8-12 weeks) ☐ Elevators (12-16 weeks) ☐ Mechanical equipment (8-12 weeks) ☐ Custom millwork (6-10 weeks) ☐ Curtain wall (10-14 weeks) ☐ Other long-lead items identified Action: Order long-lead items immediately upon contract award Status: ⬜ Not Started | 🟡 In Progress | ✅ Complete Completed By: _________________________ Date: _________________ ═══════════════════════════════════════════════════════════════ PHASE 5: SUBCONTRACTOR SELECTION Prequalification: ☐ Similar project experience verified ☐ Capacity to handle scope confirmed ☐ Financial stability checked ☐ Safety record (EMR) reviewed ☐ References checked Bidding: ☐ Scope letters detailed and clear ☐ Latest drawings provided ☐ Site visit arranged ☐ Bidder questions answered ☐ Competitive bids received Award: ☐ Best value selected (not just lowest price) ☐ Contracts executed before work starts ☐ Insurance certificates (COIs) received ☐ Schedule confirmed with subs Status: ⬜ Not Started | 🟡 In Progress | ✅ Complete Completed By: _________________________ Date: _________________ ═══════════════════════════════════════════════════════════════ PHASE 6: PERMITS & APPROVALS Building Permits: ☐ Application submitted early ☐ Permit fees paid ☐ Plans approved ☐ Permit issued before starting work Other Permits: ☐ Grading permit (if earthwork) ☐ Utility permits (power, water, sewer) ☐ Street/sidewalk permit (if affecting public right-of-way) ☐ Environmental permits (if required) Approvals: ☐ HOA approval (if applicable) ☐ Design review approval (if required) ☐ Fire department approval ☐ Other agency approvals Status: ⬜ Not Started | 🟡 In Progress | ✅ Complete Completed By: _________________________ Date: _________________ ═══════════════════════════════════════════════════════════════ PHASE 7: SITE PREPARATION Site Access: ☐ Access routes identified ☐ Worker parking arranged ☐ Material laydown areas designated ☐ Temporary utilities available (power, water) Site Setup: ☐ Perimeter fencing installed ☐ Project signage posted ☐ Field office location determined ☐ Temporary facilities arranged (toilets, storage) Status: ⬜ Not Started | 🟡 In Progress | ✅ Complete Completed By: _________________________ Date: _________________ ═══════════════════════════════════════════════════════════════ PHASE 8: TEAM ASSEMBLY Key Personnel: ☐ Project Manager assigned ☐ Superintendent assigned ☐ Project Engineer assigned (if needed) ☐ Safety Manager assigned (if required) Communication Plan: ☐ Regular meeting schedule established ☐ Reporting procedures defined (daily/weekly) ☐ Communication tools selected ☐ Contact list distributed Status: ⬜ Not Started | 🟡 In Progress | ✅ Complete Completed By: _________________________ Date: _________________ ═══════════════════════════════════════════════════════════════ PHASE 9: RISK MITIGATION Insurance: ☐ General liability coverage adequate ☐ Workers' compensation current and adequate ☐ Builder's risk obtained (if required) ☐ Subcontractor COIs received Bonds: ☐ Bid bond obtained (if required) ☐ Performance bond obtained (if required) ☐ Payment bond obtained (if required) Contracts: ☐ Prime contract reviewed and executed ☐ Subcontracts executed before work starts ☐ Major material purchase orders issued Status: ⬜ Not Started | 🟡 In Progress | ✅ Complete Completed By: _________________________ Date: _________________ ═══════════════════════════════════════════════════════════════ MUST-HAVE BEFORE START SUMMARY Critical Items (All Required): ☐ Contract executed ☐ Permits obtained ☐ Insurance in place ☐ Key subs under contract ☐ Long-lead items ordered ☐ Site access established ☐ Team assembled ☐ Schedule approved ☐ Budget approved Sign-Off: Project Manager: _________________________ Date: ___________ Operations Manager: _________________________ Date: ___________ Safety Manager: _________________________ Date: ___________ ═══════════════════════════════════════════════════════════════ WARNING: Never begin construction until all critical items are complete. Starting without permits, insurance, or proper contracts can result in stop-work orders, fines, and legal issues.