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Project planning resources
Purchasing and construction introduce decisions that can change the design, approvals and cost. Use one controlled package for pricing, then document substitutions and field questions before they become installed work. Construction services through partners retain the responsibilities defined in the project agreement.
For owners, operators and project teams preparing a decision or handoff. Apply the checklist to the actual property, route, agreement and reviewing authority.
Request a project reviewCompare proposals against one defined package and record exclusions.
Check that proposals include the same systems and work limits. For owner-supplied items, assign purchasing, delivery, installation, connections, startup and warranty obligations. A low bid with missing work is a different scope, not a complete comparison.
Have product data and interfaces reviewed before relying on an order. A replacement can change electrical loads, structure, ventilation, dimensions or permit conditions. Document the responsible designer's response and owner decision before issuing the substitution.
Coordinate fabrication information with the design and obtain review by the responsible professional. Complete required specialty or deferred submittals before the affected installation; identify who prepares them and what they depend on.
Construction questions should produce traceable decisions and updated information.
Document what was found and arrange the necessary investigation. Obtain the authorized design response, then issue consistent revisions to affected subcontractors. Remove ambiguity about which background, calculation or detail controls the work.
Build inspection hold points into the construction sequence. Identify what must remain visible and who requests each inspection before walls, ceilings or trenches are covered. Retain the resulting records with the permit and construction issue.
Coordinate phasing with the operator, contractor, designers and authorities. Preserve the planned temporary access, emergency egress, accessible routes, lighting and signs for affected tenants; identify shutdowns and changes to shared systems.
Check that equipment screens preserve ventilation and service access, and that signs include structural and electrical requirements beyond graphic artwork. Reconcile installed deviations with the responsible designer and obtain corrections or revised approval where required.
Keep the initial inquiry brief. Detailed or confidential records can be exchanged through an appropriate channel after the assignment is defined.
Collect the current pricing and approved drawing issues, permit conditions, bids, equipment data, procurement schedule, shop drawings and field questions. Identify occupied areas and work that must remain in service.
A change record showing the issue, affected scope and disciplines, authorized technical response, owner cost/schedule decision, required permit update and the documents issued to the construction team.
Pause the affected installation when a concealed condition, substitution or missing specialty design prevents a responsible technical decision. Coordinate safe work and temporary arrangements with the contractor and qualified team; an informal text is not a substitute for the required design or approval.
Before you begin
Collect the current pricing and approved drawing issues, permit conditions, bids, equipment data, procurement schedule, shop drawings and field questions. Identify occupied areas and work that must remain in service.
A change record showing the issue, affected scope and disciplines, authorized technical response, owner cost/schedule decision, required permit update and the documents issued to the construction team.
No. It helps organize the project questions and responsibilities. The actual scope, qualified professionals, property and asset owners, and reviewing authorities determine the applicable requirements and approval sequence. Confirm current instructions before submitting.
Source check ·
Use the linked authority’s current instructions for your actual property, use and work. Agency procedures can change; a source check is not a project approval.
An example of an authority separating an initial plan review from subsequent modifications and deferred work.
A local example connecting permits, current onsite plans and inspection responsibility. It does not replace the conditions on another jurisdiction's permit.
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