Free Checklist Templates for Construction

Construction

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Change Order Request Checklist

Project Identification and Change Intake

Log the project and contract reference

Assign the next PCO number from the log

Identify the change source document

Attach photos and drawing references

Scope, Cost, and Schedule Analysis

Write the added and deleted scope narrative

Solicit subcontractor pricing for COR backup

Build the COR estimate with markups

Assess schedule impact against the CPM baseline

Prepare the time impact analysis

Internal Review and Pricing Validation

Project manager reviews COR for completeness

Superintendent validates field quantities and hours

Estimator reconciles unit costs against the SOV

External Approvals

Submit COR to architect for technical review

Route to owner for budget authorization

Negotiate revisions with the owner

Execute the AIA G701 with signatures

Execution and Closeout

Issue change directive to affected subcontractors

Update the SOV and the CPM schedule

Archive the executed CO in the project record

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Construction Project Lifecycle Checklist

Pre-Construction & Bid

Review bid documents and the addenda log

Issue pre-bid RFIs through Procore

Prequalify subcontractors via ISNetworld

Build the GMP estimate with contingency

Execute the AIA A102 prime contract

Issue notice to proceed

Design Coordination & Permitting

Confirm prevailing wage applicability

Set up certified payroll WH-347 reporting

Run BIM clash detection through Navisworks

Pull building and trade permits via Accela

Open the submittal log in Procore

Construction Execution

Mobilize site fencing, trailer, and SWPPP

Run daily toolbox talks and pre-task plans

Track RFI aging against the 7-day window

Process the monthly G702/G703 pay application

Collect missing lower-tier lien waivers

Maintain the OSHA 300 log and EMR

Investigate and report the recordable to OSHA

Closeout & Warranty Turnover

Walk the substantial completion punch list

Commission MEP systems with the Cx authority

Collect O&M manuals and red-line as-builts

Obtain the Certificate of Occupancy

Release retention with unconditional final waivers

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Daily Log Checklist

Pre-Shift Safety Briefing

Lead the daily toolbox talk

Review pre-task plans with each foreman

Verify open permits for today's work

Log site weather and conditions

Site and Equipment Walk

Walk the perimeter for unsafe conditions

Inspect cranes, lifts, and heavy equipment

Confirm material deliveries and lay-down

Manpower and Trade Log

Record headcount per trade and sub

Verify OSHA 10/30 and trade certifications

Note absences affecting the schedule

Work in Place and Progress

Document work performed by area

Capture progress photos with location tags

Check critical-path activities against the schedule

Issues, RFIs, and Incidents

Log incidents, near-misses, and first aid

File the incident report and notify safety

Log differing site conditions encountered

Review aged RFIs and follow up at day 5

Close-Out and Distribution

Reconcile daily log against field notes

Sign and submit the daily log

Distribute to the OAC team

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Daily Site Safety Inspection

Pre-Shift Setup and Documentation

Verify OSHA 10 and 30 cards for the crew

Review the day's activity hazard analysis

Conduct the morning toolbox talk

Log weather, manpower, and deliveries

Personal Protective Equipment

Verify Class E hard hats on all workers

Check ANSI Z87.1 safety glasses

Confirm hearing protection in 85 dBA zones

Verify ANSI 107 Class 2 high-vis vests

Inspect respirators and current fit-test cards

Check task-appropriate gloves

Tools and Equipment

Inspect powered hand tools and GFCI cords

Verify silica Table 1 engineering controls

Check ladder and scaffold tags

Verify rigging and sling inspection tags

Site Conditions and Hazard Assessment

Walk the site for slip and trip hazards

Verify fall protection above 6 feet

Confirm task lighting and ventilation

Determine whether excavation work is scheduled today

Inspect the excavation protective system

Housekeeping and Fire Prevention

Clear walkways and stair towers

Stage hazardous material containers

Verify fire extinguisher inspection tags

Confirm hot work permits and fire watch coverage

Emergency Preparedness and Sign-Off

Review evacuation routes and muster point

Check first aid kit and AED stocking

Confirm emergency contacts at the gate

Sign off on the daily safety inspection

Issue the stop-work order and notify the Safety Director

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Heavy Equipment Maintenance Checklist

Pre-Inspection & Logbook Review

Record machine ID, hour meter, and operator

Review last PM entries in the equipment file

Compare hours against the OEM PM interval

Walk around for damage and missing decals

Fluid & Lubrication Service

Check engine, hydraulic, and coolant levels

Inspect for leaks under the machine

Service grease zerks per the lube chart

Change oil and filters at scheduled hours

Battery & Electrical Inspection

Inspect battery case, terminals, and hold-downs

Test resting voltage and crank load

Clean and torque battery connections

Tire, Track & Undercarriage

Check tire pressure against OEM spec plate

Measure tread depth and inspect sidewalls

Inspect track tension and undercarriage wear

Torque-check wheel lugs to OEM spec

Operational & Safety Function Test

Verify ROPS, seat belt, and backup alarm

Test horn, work lights, and strobes

Cycle hydraulics through full range of motion

Test quick coupler and attachment lockout

Documentation & Defect Reporting

Photograph any defects or wear findings

Classify the inspection result

Apply lockout/tagout to the downchecked machine

Notify the equipment manager and superintendent

Sign off and file the inspection record

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Job Cost Tracking Checklist

Job Setup and Budget Baseline

Build the cost code structure in the ERP

Load the SOV into job cost

Configure subcontractor commitment tracking

Set contingency and allowance buckets

Weekly Cost Capture and Coding

Code field timesheets to labor cost codes

Match material invoices against open POs

Reconcile sub pay apps to commitment values

Log equipment hours and rental invoices

Monthly Cost-to-Budget Review

Pull the WIP report from job cost

Reconcile actuals against committed costs

Identify cost codes over 90% of budget

Review unbooked PCOs and CORs

Book PCO accruals into the ERP

Variance Analysis and Forecast

Update estimate-at-completion per cost code

Document differing-site-condition costs separately

Decide whether a recovery plan is required

Draft the recovery plan with the superintendent

Reporting and Owner Pay App Reconciliation

Issue the monthly cost report to the PX

Reconcile cost report against the G702/G703

Review the report with the owner and operations

Archive the WIP and forecast in the project record

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Project Bid Checklist

Bid Intake and Go/No-Go

Log the ITB in BuildingConnected

Confirm license and prequalification status

Make the go/no-go decision

Assign the estimating team

Document Review and Site Investigation

Download plans, specs, and all addenda

Attend the mandatory pre-bid walk

Issue pre-bid RFIs to the design team

Draft scope qualifications and exclusions

Quantity Takeoff and Pricing

Complete the CSI MasterFormat takeoff

Price self-perform labor and equipment

Build general conditions and general requirements

Set fee, contingency, and escalation

Subcontractor and Supplier Solicitation

Issue ITBs to qualified subcontractors

Run MWBE and DBE outreach for goal compliance

Level subcontractor bids by scope

Lock supplier quotes with lead-time confirmations

Bonds, Insurance, and Compliance

Confirm bid bond and surety requirements

Request the bid bond from the surety

Verify prevailing wage and certified payroll obligations

Confirm OCIP, CCIP, or contractor-furnished insurance

Bid Assembly and Submission

Run the internal bid review with the PX

Prepare the bid form, alternates, and unit prices

Submit the bid before the deadline

Archive the bid file and capture lessons learned

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Project Closeout Checklist

Punch List and Substantial Completion

Walk the punch list with the architect

Distribute punch items to responsible subs

Verify punch completion against the drawings

Back-charge subs for incomplete items

Issue the G704 substantial completion certificate

AHJ Final Inspections and Occupancy

Schedule the final building inspection

Coordinate the fire marshal life-safety walk

Witness elevator and sprinkler acceptance tests

Obtain the TCO or CO from the AHJ

Resolve outstanding AHJ correction items

Commissioning and Owner Training

Complete Cx functional performance tests

Deliver O&M manuals to the owner

Run owner training on HVAC, fire, and BMS

Turn over attic stock and spare parts

Financial Closeout

Reconcile the final SOV and outstanding CORs

Collect unconditional final lien waivers

Submit the final pay application with G706 and G707

Release retainage to subcontractors

Documentation and Handover

Compile as-built record drawings

Assemble the warranty package with start dates

Deliver the closeout binder to the owner

Update the project database with final costs

Notify stakeholders of project completion

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Project Quality Control Checklist

Pre-Construction QC Setup

Approve the project ITP

Distribute QC plan to trade foremen

Schedule pre-installation meetings per CSI division

Identify required mock-ups and benchmarks

Submittal & Material Verification

Log submittals against the spec sections

Review mill certifications and product data

Verify submittal approval status

Inspect deliveries against approved submittals

Pre-Installation Inspections

Hold the pre-installation meeting

Verify layout against control points

Inspect the first-article installation

Issue rework directive to the trade contractor

Sign off on the required mock-up

In-Process Quality Control

Walk the site daily with trade foremen

Log non-conformance reports in Procore

Verify rework completion before cover-up

Coordinate special inspections with the agency

Testing & Commissioning

Witness 7-day and 28-day cylinder breaks

Witness MEP pressure and flushing tests

Coordinate Cx authority for system startup

Archive test results and inspection reports

Punch List & Closeout

Generate punch list with named owner per item

Confirm punch list closure status

Schedule the follow-up punch walk

Collect final lien waivers from subs

Issue the G704 substantial completion

Project Archive & Lessons Learned

Compile as-built record drawings

Deliver O&M manuals and warranty packages

Lead the lessons-learned meeting

Archive the project in the document system

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Punch List Checklist

Pre-Walk Preparation

Confirm trades have completed self-punch

Pull current drawings and approved submittals

Set up the punch list in Procore or PlanGrid

Schedule the architect and owner walk

Architect and Owner Walk

Walk the building floor-by-floor with the architect

Log architectural finish deficiencies

Log MEP and life-safety deficiencies

Capture punch list export

Distribution and Sub Acceptance

Sort items by responsible subcontractor

Issue punch list to subs with target completion dates

Confirm sub acknowledgment of assigned items

Escalate non-responsive subs to bond or default

Item Closure and Verification

Track daily progress in the punch log

Re-walk completed items with the GC superintendent

Hold architect re-walk for verification

Confirm punch list closure status

Recovery for Open Items

Issue back-charge notices for unresolved items

Self-perform or reassign open scope

Re-verify recovery work with the architect

Substantial Completion and Closeout

Issue AIA G704 certificate of substantial completion

Collect final unconditional lien waivers

Submit closeout package

Process retention release pay application

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Site Clean Up Checklist

Safety and Site Controls

Hold the cleanup pre-task plan briefing

Verify PPE and fall-protection inventory

Confirm SWPPP controls remain in place

Close out hot work and confined-space permits

Waste Segregation and Disposal

Segregate C&D debris by stream

Identify any regulated hazardous materials

Manifest hazardous waste with a licensed hauler

Collect haul tickets and weight slips

Equipment Demobilization

Inventory tools and small equipment by trade

Decontaminate silica and lead-exposed equipment

Schedule pickups for rented equipment

Demobilize the trailer and laydown yard

Building Final Clean

Sweep and HEPA-vacuum interior floors

Wipe down millwork, glazing, and fixtures

Replace HVAC filters before owner turnover

Remove protection from finished surfaces

Site and Landscape Restoration

Sweep paving, curbs, and adjacent streets

Restore disturbed landscape areas

Remove erosion controls after stabilization

Final Inspections and Sign-Off

Walk the site with the superintendent

Complete the AHJ and fire marshal walks

Document final site condition

Issue the rework directive to responsible subs

Obtain owner sign-off on cleanup acceptance

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Subcontractor Pay Application Checklist

Pay Application Intake

Confirm pay app received by cutoff

Verify subcontract and exhibits are current

Capture pay application metadata

Confirm prevailing-wage status

Schedule of Values Reconciliation

Reconcile G703 line items against the SOV

Verify percent complete with the superintendent

Return pay app for revision

Validate stored materials documentation

Confirm retainage held per contract

Lien Waiver Collection

Collect conditional partial waiver for current period

Collect unconditional waiver for prior payment

Collect lower-tier sub and supplier waivers

Compliance Verification

Verify certificate of insurance is current

Review WH-347 certified payroll for the period

Confirm OSHA 10/30 and site-access training

Apply pending back-charges and offsets

Approval and Funding

Route to project manager for approval

Issue final approval decision

Submit owner pay app and request funding

Release payment to the subcontractor

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Subcontractor Performance Checklist

Safety Performance Review

Pull the sub's OSHA 300A and EMR

Verify OSHA 10/30 cards for site workers

Audit JHAs and toolbox talk records

Review incident and near-miss reports

Quality and Workmanship Review

Walk installed work against approved submittals

Review NCRs and rework for the period

Confirm as-built redlines are current

Check punch list closure rate

Schedule and Manpower Performance

Compare actual manpower to committed counts

Review three-week look-ahead participation

Score PPC and missed milestones

Score RFI and submittal turnaround

Cost and Financial Compliance

Verify COI active for the project term

Issue COI cure notice to the subcontractor

Audit WH-347 certified payroll

Reconcile pay application against the SOV

Confirm lien waivers from lower-tier suppliers

Performance Rating and Action

Score the subcontractor's overall performance

Issue corrective action and cure plan

Log the rating in the prequalification record

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