Free Construction Checklists for Owners & Developers

Construction checklists built from real engagements. Download the same checklists Epex Consulting uses on every engagement, pre-lease review, contractor proposal evaluation, multifamily risk assessment, and draw package preparation. Free for owners and developers.

Free downloadable construction checklists.

Commercial Pre-Lease Construction Checklist

The internal checklist we use on every pre-lease engagement. Use it before signing.

Multifamily Development Risk Checklist

Every category that most often kills returns, land, civil, contractor, budget, schedule, exit.

Contractor Proposal Review Checklist

70+ checkpoints to work through before signing a contractor’s proposal.

Construction Draw Package Checklist

Everything a lender expects in a clean monthly draw package.

Start with a vetted checklist.

Get access to the same internal evaluation tools we use for our high-stakes engagements.

Construction checklists in use: owner reviewing a commercial build-out proposal before signing

How to use these construction checklists

Every one of these construction checklists came out of a real engagement where something was missed, and each one is meant to be used at a specific moment, not read once and filed. The moment matters more than the list.

Commercial Pre-Lease Construction Checklist: before the lease

Use it with the letter of intent and the landlord's work letter in hand, before the lease is signed. It walks the tenant improvement allowance, the definition of landlord's work, delivery condition, and the items that quietly land on the tenant. Pairs with commercial buildout consulting and franchise build-out advisory.

Contractor Proposal Review Checklist: before the GC contract

Seventy-plus checkpoints across seven sections to put to a proposal before a signature: scope mapped to drawings, exclusions priced, allowances tested against real quotes, the schedule rebuilt from durations, and the contract terms read against the base AIA contract documents. Pairs with contractor proposal review and the guide to reviewing a commercial contractor proposal.

Construction checklists for multifamily developers: completed Houston townhome development

Multifamily Development Risk Checklist: before the land closes

Land, civil, entitlement, contractor, budget, schedule, and exit, in the order they kill returns. Built for townhome and small multifamily deals in Texas, where Houston's Chapter 42, Harris County detention criteria, and Austin's impervious-cover rules each show up as a line. Pairs with multifamily feasibility and development budget review.

Construction Draw Package Checklist: every month of construction

Everything a lender's inspector expects in a clean draw: the AIA G702/G703 application, the schedule of values, stored-materials backup, and conditional and unconditional lien waivers in the statutory forms under Texas Property Code Chapter 53. Pairs with draw administration and the draw inspection checklist.

Construction checklists for draw packages: pay application, schedule of values, and lien waivers

Why we publish our construction checklists

Consultants usually keep tools like these behind a paywall or a sales call. We publish ours because the construction checklists are not the value; the judgment behind them is, and an owner who has already worked through the list arrives at a conversation with better questions.

An owner who runs these construction checklists and finds nothing does not need us, and that is a good outcome. An owner who runs them and finds three open questions knows exactly what to ask a contractor, a landlord, or a lender, and knows whether a free 20-minute project review is worth the time. Either way the checklist has done its job: it moved the expensive decision onto paper, where changing it costs nothing.

Epex Consulting construction checklists and owner-side advisory, Houston Texas