CONSTRUCTION CASE MANAGEMENT CHECKLIST TEMPLATE

Created by ChecklistGuro (https://checklistguro.com)


--- PROJECT INITIATION & ASSESSMENT ---
[ ] Project Name
[ ] Brief Project Description
[ ] Estimated Project Cost
[ ] Project Start Date
[ ] Project Type (New Construction, Renovation, Demolition, Repair)
[ ] Project Site Location
[ ] Primary Contact Name

--- DOCUMENT GATHERING & REVIEW ---
[ ] Original Construction Contract
[ ] Permits and Approvals
[ ] Project Schedules (Baseline and Updated)
[ ] Summary of Contract Terms
[ ] Contract Start Date
[ ] Substantial Completion Date (as per contract)
[ ] Contract Type (Fixed Price, Cost Plus, Time and Materials)

--- DELAY ANALYSIS & IMPACT ASSESSMENT ---
[ ] Original Project Start Date
[ ] Projected Completion Date (Original)
[ ] Actual Project Completion Date (or Current Projected Date)
[ ] Number of Days of Delay
[ ] Description of Delay Event(s)
[ ] Primary Cause of Delay (Weather, Labor Shortage, Material Supply Chain, Design Errors, Permitting Delays, Change Orders)
[ ] Estimated Cost of Delay (Labor)
[ ] Estimated Cost of Delay (Materials)

--- CHANGE ORDER MANAGEMENT ---
[ ] Change Order Number
[ ] Change Order Request Date
[ ] Description of Change
[ ] Estimated Cost Increase
[ ] Estimated Time Increase (Days)
[ ] Approval Status (Pending, Approved, Rejected)
[ ] Supporting Documentation (e.g., revised drawings)
[ ] Authorized Approval Signature

--- SUBCONTRACTOR MANAGEMENT & DISPUTES ---
[ ] Subcontractor Performance Score (1-10)
[ ] Summary of Subcontractor Performance & Observations
[ ] Contract Compliance Status (Compliant, Minor Deviation, Major Deviation, Non-Compliant)
[ ] Description of Any Disputes
[ ] Date Dispute Initiated
[ ] Time Dispute Initiated
[ ] Supporting Documentation (Contracts, Emails, Photos)
[ ] Resolution Steps Taken

--- SITE CONDITION & SAFETY COMPLIANCE ---
[ ] Site Inspection Location
[ ] Inspection Date
[ ] Inspection Time
[ ] Temperature (Degrees Celsius)
[ ] Hazardous Materials Present? (Asbestos, Lead, Silica, Other, None)
[ ] PPE Compliance Observed? (Fully Compliant, Partially Compliant, Not Compliant)
[ ] Detailed Observations/Notes
[ ] Inspector Signature

--- PAYMENT & BILLING VERIFICATION ---
[ ] Invoice Number
[ ] Invoice Amount
[ ] Invoice Date
[ ] Payment Due Date
[ ] Amount Paid
[ ] Payment Date
[ ] Payment Status (Paid, Pending, Overdue, Rejected)
[ ] Payment Notes (if applicable)

--- COMMUNICATION & REPORTING ---
[ ] Date of Communication
[ ] Communication Method (e.g., Email, Phone, Meeting)
[ ] Summary of Communication Content
[ ] Recipient Role (Client, Contractor, Subcontractor, Legal Counsel, Insurance Provider)
[ ] Number of Recipients
[ ] Attach Communication Record (e.g., Email, Meeting Minutes)

--- RESOLUTION & CLOSEOUT ---
[ ] Case Closure Date
[ ] Summary of Resolution
[ ] Final Status (Resolved, Settled, Dismissed, Closed)
[ ] Total Costs Incurred (Final)
[ ] Case Manager Signature
[ ] Client/Representative Signature

--- LEGAL REVIEW & DOCUMENTATION ---
[ ] Date of Initial Legal Consultation
[ ] Summary of Legal Strategy & Advice
[ ] Legal Correspondence (Letters, Emails)
[ ] Governing Law/Jurisdiction (State Law, Federal Law, Local Ordinance)
[ ] Case File Number (Legal)
[ ] Detailed Notes from Legal Review (Specific Issues)
[ ] Legal Reviewer Signature

--- END OF TEMPLATE ---
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