1. Building basics
- Site addressfull street address
- Building ageapproximate (1980s, 2000s, etc.)
- Wall / structural constructiontilt-up, masonry, steel-frame, etc.
- Original use vs current usee.g. retail → warehouse
- Clear heightslab to lowest overhead obstruction
- Slab thicknessfrom original drawings if available
- Existing column gridspacing, if known
Most useful: the as-built or original architectural / structural drawing if you have it.
2. Project scope
- What you wantmezzanine / stair / platform / guardrail
- Sizeapproximate sqft or linear feet
- Why nowoperational driver: space / code / equipment add
- Live load class125 / 175 / 250 / 500 psf (see load ratings guide)
- Any concentrated loadsspecific equipment, dies, machinery
- Access points needed1 stair, 2 stairs, pallet drop, ladder
3. Code envelope
- Building permit needed?typically yes (see permit article)
- Occupancy classificationGroup D / E / F (industrial / business / mercantile)
- Permit applicantbuilding owner / GC / architect
- Stamped drawings expectedyes (always for permit-bound)
- Existing egress capacityknown / under review / unknown
- Sprinkler systemexisting coverage; modifications anticipated
4. Site access & logistics
- Truck delivery routewhich side of building, dock door size
- Forklift / lift on siteavailable or bring our own
- Tightest doorway / corridornarrowest passage from dock to install location
- Overhead obstructionsconduit, sprinkler mains, low ducts
- Hot-work permit-ableyes / restricted / no
- After-hours accessbuilding accessible after hours / weekends
5. Schedule
- Required completion datespecific date or range
- Operational shutdown windowsweekly / monthly / holiday-only
- Window length2 days / 5 days / longer
- Adjacent tradesother contractors involved (concrete, electrical, conveyor)
- Inspection sequencebuilding department contact identified
6. Stakeholders
- Single point of contactname, title, phone, email
- Decision authoritywho signs off on quote / scope changes
- Facility managerwho walks the install with us
- GC or PMif applicable
- Architect / designerif applicable
7. Finish & budget signals
- Indoor / outdoorenvironment-driven finish choice
- Visibilityback-of-warehouse / front-of-shop / customer-facing
- Specific colour requirementRAL or company-spec
- Budget rangeorder of magnitude — saves time on first call
- Timeline pressureflexible / month / urgent
Have most of this? Send it.
Doesn't have to be all of it. Sections 1, 2, and 5 are the minimum — we can fill in the rest at site measure.
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