Checklist


 * Site Analysis Checklist**
 * Section 1 Site Data**


 * Section 2 Encroachments**


 * Section 3 Local Jurisdiction & Zoning**


 * Section 4 Site Access**


 * Section 5 Site Drainage**


 * Section 6 Environmental**


 * Section 7 Public Utilities**

**a.** **Water** **b.** **Sanitary Sewer** **c.** **Storm Sewer**


 * Section 8 Private Utilities**

**a.** **Electricity** **b.** **Telephone** **c.** **Gas**


 * Section 9 Geotechnical**


 * Section 10 Topography**


 * Section 11 Permitting/Fees**

Date of Visit: _ __Follow-up Visit:__

Project Name:

__Construction Manager or Design-Build Firm:__ _

Address of Project: _

_

_

**Code** ||  **Location and Characteristics of the Site**  || **Site Remarks and Requirements** ||
 * 1.1 || City, County, State ||   ||
 * 1.2 || What is the description and area of the site? ||   ||
 * 1.3 || What is the proximity to U.S., State, and local highways ||   ||
 * 1.4 || What is the anticipated cost of the site? ||   ||
 * 1.5 || What are the typical land uses of the overall area surrounding the site? ||   ||
 * 1.6 || What is the existing use of the site? ||   ||
 * 1.7 || What are the past uses of the site? ||   ||
 * 1.8 || Is rail service available to the site? Required? ||   ||

**Code** || **Encroachments** || **Site Remarks and Requirements** ||
 * 2.1 ||  Is a recent title report available for the site?  || ||
 * 2.2 ||  Are there any existing roads on the site?  || ||
 * 2.3 ||  What are the setback requirements?  || ||
 * 2.4 ||  Are there any utility easements/pipelines on the site?  || ||
 * 2.5 ||  If so, who is responsible for the relocations?  || ||
 * 2.6 ||  Are there any known cemeteries, grave sites, or historic building sites on the property?  || ||
 * 2.7 ||  Has the site been surveyed? Has the survey been checked and verified?  || ||

**Code** || **Local Jurisdiction and Zoning** || **Site Remarks and Requirements** ||
 * 3.1 ||  Is the property fully within the city limits?  || ||
 * 3.2 ||  Is it desirable or required to be included in the city limits for utility service?  || ||
 * 3.3 ||  Will the property require annexation? If so, who is responsible for the annexation process? Describe the annexation process exhibits required, time frame, and fees required, if any.  || ||
 * 3.4 ||  What is the current zoning classification? Is the property properly zoned?  || ||
 * 3.5 ||  What percent of the site can be developed?  || ||
 * 3.6 ||  What are the landscaping requirements?  || ||
 * 3.7 ||  If rezoning is required, describe exhibits and/or fees required, rezoning process, and time frame.  || ||
 * 3.8 ||  What entity is responsible for rezoning?  || ||
 * 3.9 ||  What is the zoning of adjacent properties? Provide zoning map if available.  || ||
 * 3.10 ||  Provide local jurisdiction contact names and telephone numbers  || ||

**Code** || **Site Access** || **Site Remarks and Requirements** || || ||
 * 4.1 ||  How many access points will be available to the property?  || ||
 * 4.2 ||  Are there any restrictions for access? Highway off/on ramps? DOT restrictions?  || ||
 * 4.3 ||  Adjacent Roads
 * Location of Existing Roads?
 * Condition of Existing Roads?
 * Capacity of Existing Roads?
 * Distance to the nearest interstate interchange?
 * Upgrade requirements (any geometric restrictions with respect to site access)?
 * Who is responsible for improvements?
 * Developer cost to upgrade existing roads?
 * Who has jurisdiction over access control and permitting?
 * 4.4 ||  What are time requirements to complete the improvements?  || ||
 * 4.5 ||  Will site owner be responsible for future road improvements?  || ||

**Code** || **Site Drainage** || **Site Remarks and Requirements** || || || || || || || || || || || || ||
 * 5.1 ||  Is the property in a floodway? Floodplain?
 * 5.2 ||  Are there any creeks or drainage ditches on the property?
 * 5.3 ||  Does the adjacent property drain onto or across the property?
 * 5.4 ||  What are the drainage characteristics of the property, and how does it drain to adjacent property?
 * 5.5 ||  Is On-site detention or retention required?
 * 5.6 ||  Are there any easements that require drainage?

**Code** || **Environmental** || **Site Remarks or Requirements** || || || || || || || || || || || || ||
 * 6.1 ||  Identify governing agency or agencies.
 * 6.2 ||  Are there any obvious environmental factors which may affect the proposed project?
 * 6.3 ||  Does the site have any formal wetlands on it? Endangered species? Historic sites?
 * 6.4 ||  What studies will be required? Has a Phase I been performed on the site?
 * 6.5 ||  Have any studies already been prepared?
 * 6.6 ||  Additional Comments?

**Code** || **Public Utilities** || **Site Remarks or Requirements** ||
 * || **Water** || ||
 * 7a.1 ||  What is the name of the utility providing the water?  || ||
 * 7a.2 ||  What is the local capacity, surplus capacity, and pressure of the water system?  || ||
 * 7a.2.1 ||  Has a pressure and/or flow test been conducted? If so, what are the results?  || ||
 * 7a.3 ||  What is the location, size, and capacity of the existing water mains?  || ||
 * 7a.4 ||  Are off-site extensions required? If yes, who is responsible for design and construction?  || ||
 * 7a.5 ||  Are there any connections fees, pro rata charges, etc. (other than meter charges) for connecting to existing water mains? If so, how are they determined and how much are they?  || ||
 * 7a.6 ||  What are the local utility company’s rates for water?  || ||
 * 7a.7 ||  What are the requirements for fire protection?  || ||
 * 7a.8 ||  Are there any utilities buried on the site?  || ||
 * 7a.9 ||  Is the site large enough to support mound or septic?  || ||

**Code** || **Public Utilities** || **Site Remarks or Requirements** ||
 * || **Sanitary Sewer** || ||
 * 7b.1 ||  What is the name of the utility which will provide connection service?  || ||
 * 7b.2 ||  Is their existing sewer on site?  || ||
 * 7b.3 ||  What is the size, location, and capacity of the closest main?  || ||
 * 7b.4 ||  Will a lift station be required? Who is responsible for design and construction?  || ||
 * 7b.5 ||  Are there any connection fees, pro rata charges, area charges, etc. for connecting to existing main lines? If so, how are they determined and how much are they  || ||
 * 7b.5 ||  Are there any connections fees, pro rata charges, etc. (other than meter charges) for connecting to existing water mains? If so, how are they determined and how much are they?  || ||
 * 7b.6 ||  How does the utility company calculate rates for sanitary water?
 * 1) Is it based on water usage alone?
 * 2) Can the rate be on actual meter flow?
 * 3) What are the local utility company’s rates for sanitary sewer? || ||

**Code** || **Private Utilities** || **Site Remarks or Requirements** || || ||
 * || **Electricity –** If more than one utility company can provide power to the site, provide this section to each company. || ||
 * 8a.1 ||  What is the name of the utility company which will serve the site? Contact?  || ||
 * 8a.2 ||  Is there any existing primary distribution feeder with sufficient capacity available at the site?  || ||
 * 8a.3 ||  What is the location of the power source? Is it overhead or underground? Will it need to be relocated?  || ||
 * 8a.4 ||  Is there an existing primary distribution feeder with sufficient capacity available at the site to provide a second source of power? (A second feed can be from a different transformer at the same substation. Preferably, a second feed would be from a substation on a different transmission line.)  || ||
 * 8a.5 ||  With two power sources available at the site, will the utility company provide a looped primary service with manual transfer switches up to and including transformers?  || ||
 * 8a.6 ||  Will one or both feeds require the installation of a substation or transmission extension?  || ||
 * 8a.7 ||  Will the utility company provide, own, and maintain transformers for primary or secondary services?  || ||
 * 8a.8 ||  Will there be any cost to the developer to bring one or two feeds to the site?  || ||
 * 8a.9 ||  Will there be any on-site easements required?
 * 8a.10 ||  Provide one line for existing transmission and distribution facilities with the proposed switch locations line extension, and substation installations that might be required.  || ||
 * 8a.11 ||  Provide information on rebates available for use on high efficiency equipment or load management problems or other rebates that might be available for industrial or commercial service.  || ||

**Code** || **Private Utilities** || **Site Remarks or Requirements** || || || || || || || || || || || || || || || || || || ||
 * || **Telephone, Cable, & Data** || ||
 * 8b.1 ||  What is the telephone company which will be providing service? Contact?
 * 8b.2 ||  Is their sufficient capacity available? Fiber optic?
 * 8b.3 ||  What is the nearest main trunk location in relation to the site?
 * 8b.4 ||  Are there any costs to the developer to bring service to the site and estimated construction time to extend the service?
 * 8b.5 ||  Are there any on-site easements required?
 * 8b.6 ||  Are there any connection fees?
 * 8b.7 ||  What are the local telephone company service rates and options?
 * 8b.8 ||  What company will be providing the cable TV line?
 * 8b.9 ||  Will any other special telephone equipment be required?

**Code** || **Private Utilities** || **Site Remarks or Requirements** || || || || || || || || || || || || || || || || ||
 * || **Gas** || ||
 * 8c.1 ||  Is natural gas available to the site?
 * 8c.2 ||  What utility provides natural gas? Contact?
 * 8c.3 ||  What is the location of the nearest main in relation to the site?
 * 8c.4 ||  Are there any costs to the developer to bring gas service to the site?
 * 8c.5 ||  Are there any connection fees?
 * 8c.6 ||  What are the local gas company service rates?
 * 8c.7 ||  If no natural gas is available, is propane available?
 * 8c.8 ||  Are there any special requirements for propane storage and which agency is the jurisdictional authority?

**Code** || **Geotechnical** || **Site Remarks or Requirements** || || || || || || || || || || ||
 * 9.1 ||  Has a geotechnical investigation been prepared?
 * 9.2 ||  What type of soil is typically found on the proposed site? Are there any soils reports available near the property?
 * 9.3 ||  Is their any evidence of unusual soil conditions? Has the site been filled?
 * 9.4 ||  Is there any unusual material stockpiled on the site?
 * 9.5 ||  Have test borings been done? Has the report been analyzed? Are more test pits or borings needed?

**Code** || **Topographic** || **Site Remarks or Requirements** || || || || || || || || || || ||
 * 10.1 ||  What are the maximum and minimum elevations on the site?
 * 10.2 ||  How severe are the existing slopes?
 * 10.3 ||  What is the primary existing vegetation on the site?
 * 10.4 ||  Is a recent topographical map available? Please provide a USGS map and other topographical maps if available.
 * 10.5 ||  What are the landscape requirements? Does the city have an existing tree ordinance?

**Code** || **Permitting & Fees** || **Site Remarks or Requirements** || || || || || || || || || || || || || || || || || || || || || || ||
 * 11.1 ||  Identify the permitting procedures, cost, the anticipated time frame, and the agencies responsible for the following:
 * 11.2 ||  Site Plan
 * 11.3 ||  Preliminary/Final Plat
 * 11.4 ||  Engineering Plans (Are the required with the Plat Submittal?)
 * 11.5 ||  Zoning
 * 11.6 ||  Building Permit
 * 11.7 ||  Drainage/Flood Plain
 * 11.8 ||  Impact Fees
 * 11.9 ||  Traffic Impact Fee
 * 11.10 ||  Curb Cuts/Site Access
 * 11.11 ||  What agencies will review the project? City, Town, County, and/or State?


 * Construction Site Checklist**

__Approved Project Budget__

__Approved Project Schedule__

__Contracts__


 * __General Contractor or Construction Manager__


 * __Architect__


 * __Engineers__

__Payment and Performance Bonds (if necessary)__

__Construction Inspector__


 * __Independent Testing Agency__

__Builder’s Risk Insurance__


 * __Any special insurance requirements (if applicable)__

__Review Title Insurance Coverage__

__Approved Plans and Specifications__

__Permits__


 * __Site/Grading__


 * __Demolition__


 * __Early Start Foundation__

__Review Lease Status (if applicable)__

__Off-site improvement agreements__

__Utility agreements/bonds__


 * Hard Cost Assumptions**

__Project Name:__

__Prepared by:__ _

__Reviewed by:__ _

__Building Square Footage:__ ___

**Lump Sum** ||   ||||  **Unit Cost**  ||
 * **Site Development/Drainage:** || $ || Or || $ ||  SF  ||
 * Mass Excavation || $ || Or || $ ||  SF  ||
 * Drainage || $ || Or || $ ||  SF  ||
 * Utilities || $ || Or || $ ||  SF  ||

**Lump Sum** ||   ||||  **Unit Cost**  ||
 * **Shell Construction:** || $ || Or || $ ||  SF  ||
 * Shell || $ || Or || $ ||  SF  ||
 * || $ || Or || $ || SF  ||
 * || $ || Or || $ || SF  ||
 * || $ || Or || $ || SF  ||
 * || $ || Or || $ || SF  ||
 * || $ || Or || $ || SF  ||

**Lump Sum** ||   ||||  **Unit Cost**  ||
 * **Finish Out:** || $ || Or || $ ||  SF  ||
 * Office || $ || Or || $ ||  SF  ||
 * Warehouse || $ || Or || $ ||  SF  ||
 * || $ || Or || $ || SF  ||
 * || $ || Or || $ || SF  ||
 * || $ || Or || $ || SF  ||
 * || $ || Or || $ || SF  ||

**Lump Sum** ||   ||||  **Unit Cost**  || **Lump Sum** ||   ||||  **Unit Cost**  ||
 * **Landscape/Irrigation:** || $ || Or || $ ||  SF  ||
 * || $ || Or || $ || SF  ||
 * **Multi-Tenant Package:** || $ || Or || $ ||  SF  ||
 * Demising Walls || $ || Or || $ ||  SF  ||
 * Split Electrical Service || $ || Or || $ ||  SF  ||
 * Smoke Evacuation || $ || Or || $ ||  SF  ||
 * Fire Alarm || $ || Or || $ ||  SF  ||
 * Fire Protection || $ || Or || $ ||  SF  ||
 * Louvers/Overhead Doors || $ || Or || $ ||  SF  ||
 * || $ || Or || $ || SF  ||

**Lump Sum** ||   ||||  **Unit Cost**  ||
 * **Architectural & Engineering:** || $ || Or || $ ||  SF  ||
 * Architectural || $ || Or || $ ||  SF  ||
 * Structural || $ || Or || $ ||  SF  ||
 * MEP || $ || Or || $ ||  SF  ||
 * Civil || $ || Or || $ ||  SF  ||
 * Landscape || $ || Or || $ ||  SF  ||
 * Geotechnical || $ || Or || $ ||  SF  ||
 * Environmental || $ || Or || $ ||  SF  ||
 * Acoustical || $ || Or || $ ||  SF  ||
 * Lighting || $ || Or || $ ||  SF  ||
 * Interior Design || $ || Or || $ ||  SF  ||
 * Furnishings || $ || Or || $ ||  SF  ||
 * Special Consultant || $ || Or || $ ||  SF  ||
 * Special Consultant || $ || Or || $ ||  SF  ||

**Lump Sum** ||   ||||  **Unit Cost**  ||
 * **A & E – Reimbursable:** || $ || Or || $ ||  SF  ||
 * || $ || Or || $ || SF  ||

**Lump Sum** ||   ||||  **Unit Cost**  ||
 * **Testing Consultants** || $ || Or || $ ||  SF  ||
 * Materials Testing || $ || Or || $ ||  SF  ||
 * Roof Inspection || $ || Or || $ ||  SF  ||
 * Other || $ || Or || $ ||  SF  ||

**Lump Sum** ||   ||||  **Unit Cost**  ||
 * **Impact Fees** || $ || Or || $ ||  SF  ||
 * || $ || Or || $ || SF  ||

**Lump Sum** ||   ||||  **Unit Cost**  ||
 * **Contingency** || $ || Or || $ ||  SF  ||