Eight decisions to make before commercial construction begins.
A useful project plan begins before pricing and mobilization. This checklist helps owners and project teams define the information, responsibilities, operating constraints, and approvals that shape a commercial scope.
Turn an idea into a scope that can be evaluated.
Commercial proposals are easier to compare when every bidder receives the same information. Assemble known facts, identify unresolved decisions, and define who has authority to approve scope, cost, and schedule changes.
Permit, code, accessibility, engineering, and professional-design requirements depend on the property and proposed work. Confirm project-specific obligations with the appropriate professionals and authority having jurisdiction.
Define the property and intended use
Record the address, current use, intended use, occupied areas, landlord or owner requirements, and the business outcome the project must support.
Identify decision makers
Name the owner representative, day-to-day contact, design contacts, operations stakeholders, and the person authorized to approve money, schedule, and scope.
Collect existing documents
Gather available plans, surveys, inspection reports, equipment information, lease criteria, building rules, and known site-condition records. Label what still needs verification.
Document operating constraints
Discuss access, deliveries, work hours, security, occupied areas, noise, dust, utilities, shutdowns, temporary protection, and how construction may affect customers or staff.
Clarify design and permit responsibilities
Assign responsibility for drawings, consultants, applications, fees, revisions, inspections, and correction responses. Do not assume every project or jurisdiction follows the same path.
Build a comparable scope
Describe inclusions, exclusions, allowances, owner-supplied items, alternates, protection, cleanup, testing, and closeout so proposals can be evaluated on equivalent work.
Set change control before changes occur
Define how concealed conditions and requested revisions will be documented, priced, scheduled, reviewed, and approved before changed work proceeds.
Define completion
Establish expectations for walkthroughs, completion lists, inspections, training, manuals, warranties, final documentation, cleanup, and handoff.
Bring these six items to the conversation.
Check local requirements at the source.
This checklist is educational and is not legal, architectural, engineering, or code advice.
Before requesting a commercial proposal.
Do I need finished drawings before contacting a contractor?
Not always. Available plans help clarify scope, but an early conversation can identify which documents or professional inputs may still be needed before reliable pricing or construction.
Can work happen while a business remains open?
It depends on the scope and site. Access, safety, work hours, noise, dust, utilities, temporary protection, and business operations should be evaluated before sequencing.
How should proposals be compared?
Confirm that each proposal addresses the same drawings, inclusions, exclusions, allowances, schedule assumptions, permit responsibilities, operating constraints, and closeout requirements.