Pre Construction Checklist
Final Decision Maker
*
First Name
Last Name
Decision Maker Influencer
First Name
Last Name
Best Phone Number
-
Area Code
Phone Number
Alternate Phone Number
-
Area Code
Phone Number
Alternate Phone Number
-
Area Code
Phone Number
Alternate Phone Number
-
Area Code
Phone Number
Best Email Address
example@example.com
Alternate Email Address
example@example.com
Job Site Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Any questions or additional information we may need to know about final decision makers or contact information
Municipality that you pay your property taxes to. (For permitting purposes if applicable)
(example: City of Racine, Town of Brookfield etc...)
Will you be using our on-line project management/communication software?
Yes
No
Can we have material delivered to your property before the project begins?
Yes
No
Maybe. Check with us first
Other
Best place to store the material on site. Select all that apply.
Garage
Basement
Living room
Family room
Dining room
Master bedroom
Bedroom
Temporary storage container (PODS) (owners responsibility to procure unless stated on contract)
Other
Yard sign to remain during construction; informs neighbors that work is going on.
*
Yes
No
Will we have unattended access to the property?
*
Yes
No
Preferred way(s) for unattended access to property if allowed. (check all that may apply)
Lock Box (OCP supplied)
Garage door code. (Put code in other box below)
Key left on site. (Put key location in "other" box below)
Key given to OCP
Door left open. (Put door location in other box below)
Other entry options (Put in other box below)
Other
Any questions or additional information we may need to know for entry of property
Drop Dead Date (Project Must Be Completed By)
-
Month
-
Day
Year
We will make every effort to make this happen but events may occur that our beyond our control. We will not sacrifice quality for a deadline
Any questions or additional information we may need to know about project completion date.
We can be on-site no earlier than
1
2
3
4
5
6
7
8
9
10
11
12
:
Hour
00
10
20
30
40
50
Minutes
AM
PM
AM/PM Option
We can be on-site no later than
1
2
3
4
5
6
7
8
9
10
11
12
:
Hour
00
10
20
30
40
50
Minutes
AM
PM
AM/PM Option
Any questions or additional information we may need to know hours available for working on the job site
Black out date start (will not have access to the property)
-
Month
-
Day
Year
Date
Black out date end (will not have access to the property)
-
Month
-
Day
Year
Date
Any questions or additional information we may need to know about your black out dates.
How much lead time do you need to know that we would be working on your project
No lead time needed. I'm home or available most of the time
I need a couple hours notice to make the proper arrangements
I need at least a days notice to make the proper arrangements
I need at least a couple of days notice to make the proper arrangements
I need at least a weeks notice to make the proper arrangements.
I need more than a week notice to make the proper arrangements
Other
Any questions or additional information we may need to know about notifying you about working on your project.
Any additional questions or information we may need to know to make this project a complete success for you.
Attach any pictures or documents you may think we may need.
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