Capital-project planning
Evaluate scope, financing, disruption and accountability before work begins.
Use this as a working agenda. Confirm transaction-specific requirements with your advisers. Checkmarks are temporary and reset when the page reloads.
Separate mandatory repair, risk reduction, tenant commitment and revenue improvement.
Use qualified specialists to identify the root cause, scope and alternatives.
Give bidders equivalent specifications, exclusions, access assumptions and completion standards.
Identify permits, lender consent, tenant obligations and ownership approval before commitment.
Include design, permits, supervision, contingencies, financing, tenant disruption and operating impacts.
Check experience, insurance, references, staffing, subcontractors and capacity.
Clarify payment milestones, change orders, retainage, inspections, warranties and closeout documents.
Schedule access, shutdowns, temporary services, notices and safety requirements.
Maintain an approved budget, contingency log, schedule and responsibility matrix.
Collect approvals, warranties, as-builts, training, manuals and maintenance changes.
Match invoices, lender releases and owner cash to dates. Identify required equity, cost-to-complete tests and a funded response to delay rather than assuming the contingency is available for every purpose.
Record who can pause work, authorize extra scope or commit contingency. Check contractual consequences and tenant obligations before treating a stop option as cost-free.
An original editorial checklist. It is not a legal form, lender requirement list or substitute for a property-specific investigation.
Research context
These sources inform the underlying investment questions. The checklist is an original working agenda; the sources do not impose every listed step on every transaction.