Define the business requirement
- Property address, ownership or tenancy, and intended use.
- Spaces, equipment, capacity, and functions the project must provide.
- Required opening or turnover date and the reason behind it.
- Occupied areas, operating hours, delivery restrictions, and shutdown limits.
- Decision-maker for scope, budget, design, and operational changes.
Prepare the pricing package
Include available surveys and drawings, an existing-condition record, finish and equipment requirements, landlord responsibilities, and known exclusions. Mark incomplete design or unverified conditions explicitly so the estimate can state its assumptions.
Check readiness before mobilization
- Confirm the approval and inspection path for the actual address.
- Review long-lead selections, release dates, and purchasing responsibility.
- Agree on site access, temporary facilities, protection, and emergency contacts.
- Establish a change log, progress meeting cadence, and closeout document list.