DEVELOPMENT PROJECT MANAGEMENT CHECKLIST

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--- PROJECT INITIATION & FEASIBILITY ---
[ ] Project Concept Description
[ ] Estimated Total Project Cost
[ ] Project Type (e.g., Residential, Commercial, Mixed-Use) (Residential, Commercial, Mixed-Use, Industrial, Retail)
[ ] Target Project Completion Date
[ ] Estimated ROI (%)
[ ] Summary of Initial Market Analysis
[ ] Funding Source (Initial) (Equity, Debt, Joint Venture, Grants, Other)
[ ] Supporting Documentation (Market Studies, Proforma)

--- SITE SELECTION & DUE DILIGENCE ---
[ ] Potential Site Address
[ ] Site Acreage (Approximate)
[ ] Preliminary Site Survey Map
[ ] Zoning and Land Use Restrictions Research Summary
[ ] Environmental Site Assessment Phase? (Phase I - Records Search & Interviews, Phase II - Sampling & Testing, Not Required)
[ ] Phase I ESA Report Completion Date
[ ] Potential Site Issues Identified (Check all that apply) (Wetlands, Flood Zone, Brownfield Status, Endangered Species Habitat, Cultural/Historical Significance, Utility Constraints, None)
[ ] Summary of Title Report Findings & Potential Issues
[ ] Geotechnical Investigation Status? (Completed, In Progress, Not Required)

--- ENTITLEMENT & APPROVALS ---
[ ] Zoning Classification Request Status (Not Started, In Progress, Approved, Rejected)
[ ] Initial Zoning Application Submission Date
[ ] Summary of Significant Entitlement Risks Identified
[ ] Environmental Impact Assessment (EIA) Status (Not Required, Applied, Approved, Rejected)
[ ] Upload Environmental Impact Assessment Report (if applicable)
[ ] Number of Public Hearings Required
[ ] Date of Next Public Hearing (if applicable)
[ ] Variance Requests Submitted? (Yes, No)
[ ] Notes on Community Engagement & Feedback Received (if applicable)

--- DESIGN & ENGINEERING ---
[ ] Architectural Design Brief
[ ] Preliminary Site Plans
[ ] Building Height (feet)
[ ] Design Style (Modern, Traditional, Contemporary, Transitional)
[ ] Sustainable Design Features (Select all that apply) (Solar Panels, Green Roof, Water Conservation Systems, Energy-Efficient Windows, LEED Certification)
[ ] Date of Latest Design Revision
[ ] Structural Engineering Report Summary

--- FINANCING & INVESTMENT ---
[ ] Total Project Budget
[ ] Equity Contribution (%)
[ ] Debt Financing Amount
[ ] Primary Funding Source (Private Equity, Bank Loan, Joint Venture, Institutional Investor, Other)
[ ] Date of Loan Commitment
[ ] Summary of Investment Agreements
[ ] Investment Agreement Documents
[ ] Investor Risk Tolerance (Low, Moderate, High)

--- CONSTRUCTION PROCUREMENT ---
[ ] Procurement Method (Competitive Bidding, Negotiated Contract, Design-Build, Construction Manager at Risk (CMAR))
[ ] Bid Package Scope Definition
[ ] Bid Documents (Drawings, Specifications)
[ ] Number of Bids Received
[ ] Bidder Pre-Qualification Checklist (Completed?)
[ ] Contract Type (Lump Sum, Time & Materials, Unit Pricing)
[ ] Contractor License Number
[ ] Contractor Insurance Certificates Review (Completed?)
[ ] Bid Opening Date

--- CONSTRUCTION & BUILD-OUT ---
[ ] Construction Start Date
[ ] Estimated Construction Duration (in days)
[ ] Approved Construction Drawings (PDF)
[ ] Daily Site Meeting Notes - Summary
[ ] Progress Payment Requests Submitted
[ ] Quality Control Inspections Completed (Select all that apply) (Foundation, Framing, Electrical, Plumbing, HVAC, Finishes)
[ ] Change Order Log (Details and Approvals)
[ ] Substantial Completion Date

--- MARKETING & SALES/LEASING ---
[ ] Sales/Leasing Strategy (Direct Sales, Broker/Agent Network, Online Listings (e.g., Zillow, MLS), Combination)
[ ] Marketing Messaging & Key Features
[ ] Marketing Materials (Brochures, Renderings)
[ ] Target Audience Size (Estimated)
[ ] Marketing Campaign Start Date
[ ] Marketing Channels (Social Media (e.g., Facebook, Instagram), Email Marketing, Print Advertising, Website/Landing Page, Public Relations)
[ ] Lead Tracking System Name
[ ] Projected Sales/Leasing Conversion Rate (%)

--- PROJECT CLOSEOUT & HANDOVER ---
[ ] Final Project Completion Date
[ ] As-Built Drawings Status & Location
[ ] Warranty Documents
[ ] Remaining Budget Balance
[ ] Keys Handed Over to Owner/Property Manager? (Yes, No)
[ ] Outstanding Punch List Items & Resolution Status
[ ] Final Lien Release Date
[ ] Summary of Project Performance & Lessons Learned
[ ] Final Project Inspection Completed? (Yes, No)

--- RISK MANAGEMENT & COMPLIANCE ---
[ ] Identify Potential Environmental Risks (e.g., contamination, wetlands)
[ ] Regulatory Compliance Areas (Select all that apply) (Zoning Regulations, Building Codes, Environmental Regulations, Accessibility (ADA) Compliance, Fire Safety Codes, Local Ordinances)
[ ] Estimated Cost of Potential Environmental Remediation (if applicable)
[ ] Date of Last Regulatory Compliance Review
[ ] Level of Insurance Coverage (Liability, Property, etc.) (Adequate, Insufficient, Review Required)
[ ] Describe Any Identified Legal Risks & Mitigation Strategies
[ ] Upload Relevant Permits & Licenses
[ ] Status of Required Approvals (Approved, Pending, Rejected)

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