CAPITAL IMPROVEMENT PLANNING CHECKLIST FOR REAL ESTATE

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--- NEEDS ASSESSMENT & PRIORITIZATION ---
[ ] Describe the overall condition of the property
[ ] Identify areas requiring potential upgrades (select all that apply) (Roof, HVAC, Plumbing, Electrical, Exterior Facade, Interior Common Areas, Landscaping)
[ ] Estimated number of units affected by the potential improvement
[ ] Current Priority Level (High, Medium, Low)
[ ] Date of Last Inspection/Assessment
[ ] Description of the most pressing issue

--- BUDGETING & FUNDING ---
[ ] Total Project Budget
[ ] Contingency Budget (Percentage of Total)
[ ] Primary Funding Source (Operating Reserve, Loan, Grant, Investor Equity)
[ ] Loan Amount (if applicable)
[ ] Interest Rate (if applicable)
[ ] Loan Origination Date (if applicable)
[ ] Projected Annual Savings (if applicable)

--- PROJECT SCOPE DEFINITION ---
[ ] Project Description
[ ] Estimated Square Footage Impacted
[ ] Project Start Date (Estimated)
[ ] Project Completion Date (Estimated)
[ ] Estimated Project Cost
[ ] Inclusions (Select all that apply) (Materials, Labor, Permits, Design Fees)
[ ] Project Priority Level (High, Medium, Low)

--- CONTRACTOR SELECTION & BIDDING ---
[ ] Number of Bids Received
[ ] Bidding Method (Formal Bid Process, Request for Quote (RFQ), Informal Quotes)
[ ] Contractor Bid Documents
[ ] Lowest Bid Amount
[ ] Contractor License Verification Status (Verified, Pending, Not Verified)
[ ] Contractor References - Notes & Contact Information
[ ] Insurance Certificate Received? (Yes, No)

--- PERMITTING & APPROVALS ---
[ ] Permit Type Required (Building Permit, Electrical Permit, Plumbing Permit, Mechanical Permit, Demolition Permit, Other)
[ ] Application Number
[ ] Application Submission Date
[ ] Estimated Cost of Project (for permit fee calculation)
[ ] Review Status (Submitted, Under Review, Approved, Rejected, Pending Corrections)
[ ] Reviewer Comments/Notes
[ ] Approval/Rejection Date

--- PROJECT EXECUTION & MONITORING ---
[ ] Scheduled Start Date
[ ] Scheduled Work Time
[ ] Daily Progress (Percentage)
[ ] Daily Progress Notes
[ ] Daily Photos/Documentation
[ ] Unforeseen Issues Encountered? (Yes, No)
[ ] Description of Unforeseen Issues (if applicable)
[ ] Actual Completion Date (if different from planned)

--- POST-PROJECT EVALUATION ---
[ ] Actual Cost vs. Budgeted Cost (Variance)
[ ] Project Completion Time (Actual vs. Planned)
[ ] Overall Project Success (Highly Successful, Successful, Moderately Successful, Unsuccessful)
[ ] Lessons Learned and Recommendations for Future Projects
[ ] Contractor Performance (Excellent, Good, Fair, Poor)
[ ] Project Completion Date (Actual)

--- END OF TEMPLATE ---
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