Create a Job Startup Packet for Approved Projects

A. Finished-Project Specification

Quantity: one approved Job Startup Packet per contracted project, including a completed contact and authority directory, a current document index, a first-day job-start checklist, and a signed, dated mobilization approval.

B. Document Schedule (Component Schedule)

Document	Quantity	Format	Content Required	Preparation / Purpose
Job Startup Packet	1	Bound or digital file, multi-section	Legal, payment, license, insurance, permit, scope, selection, procurement, staffing, and site sections	The single controlling record verified before mobilization
Project Contact and Authority Directory	1	One-page directory	Customer, decision authority, field leadership, accounting, and emergency contacts	Used by field and office staff throughout construction
Current Document Index and Field-Issue Set	1	Index plus issued documents	Current plans, specifications, selections, permits, and change orders	Prevents field use of superseded documents
Site-Start Checklist	1	Checklist	First-day sequence for access, protection, utilities, and safety setup	Used by the field lead on mobilization day

C. Information Takeoff

• Contract information: executed agreement, required notices, deposit or payment confirmation, and cancellation or commencement conditions, gathered before Step 1.
• Authority information: current license, registration, insurance, bond, and permit-holder status for this project, gathered before Step 6.
• Scope information: final scope, plans, specifications, addenda, clarifications, allowances, and approved changes, gathered before Step 8.
• Operational reference: the Book 24 estimate, Book 25 permit file, and Book 26 project-management plan, used throughout Sections E through G; do not substitute an unreviewed personal estimate or schedule.

D. Acceptance Standards

Check	Standard
Legal and payment verification	Correct entity and parties confirmed on the agreement; signature, delivery, notice, and payment conditions confirmed against the counsel-approved procedure, not a screenshot or verbal assurance
Authority verification	License, registration, insurance, bond, and permit-holder status confirmed active as of the packet date and sourced from the Chapter 3 and Chapter 4 records
Scope and selections	Final scope, allowances, and approved changes are reconciled with Chapter 9 and Chapter 10 records; every pending selection has a named responsible party and decision date
Procurement and subcontractors	Long-lead items are on order with confirmed delivery dates; subcontractor agreements, licenses, insurance, and startup documents are on file
Site and customer readiness	Access, protection, occupied-home rules, and communication channel are confirmed and recorded before the startup date
Approval	The startup meeting has occurred, all critical conditions are resolved, and a designated manager has signed and dated the mobilization approval

E. Legal, Payment, and Authority Verification

1. Confirm the correct legal entity and customer parties are shown on the agreement. Compare the contract signature block against the Chapter 2 company record and the customer's ownership or authority documentation.
2. Confirm the contract and required notices were signed, dated, delivered, and retained through the approved process. Verify each required notice was delivered by the method the jurisdiction and contract require, and file a copy in the project record.
3. Confirm cancellation or commencement conditions with counsel-approved procedures. Do not schedule any startup activity before a statutory cancellation period, where one applies, has run.
4. Confirm deposit, financing, escrow, or trust payment conditions have been satisfied lawfully. Verify the payment against the bank or escrow record established under Chapter 5, not against a customer statement alone.
5. Do not schedule mobilization based solely on an unverified payment screenshot or verbal assurance. Treat any unconfirmed payment as an open critical condition on the packet.
6. Confirm license, registration, insurance, bond, and permit-holder status remain active. Check the current record in the Chapter 3 licensing file and the Chapter 4 insurance and bond file, not a prior project's file.
7. Confirm permits, HOA approvals, utility approvals, design approvals, and lender or insurer conditions required before start. Record the status of each and the source confirming it.
8. Confirm the final scope, plans, specifications, addenda, clarifications, allowances, and approved changes. Reconcile the current document set against the Chapter 9 scope and the Chapter 10 approved-change log before continuing.

F. Scope, Selections, Procurement, and Subcontractor Readiness

1. Confirm customer and contractor responsibilities. Verify the responsibility assignments in the Chapter 9 scope of work still match the current, approved project condition.
2. Confirm owner-furnished items, owner work, separate contractors, utilities, and access. Record the status of each item the customer is responsible for providing before startup.
3. Confirm all required selections with product, model, finish, quantity, lead time, and approval. Verify each selection against a signed selection form, not an undocumented showroom conversation.
4. Identify selections still pending and the latest responsible decision date. Assign a named responsible party and a specific date for every outstanding decision.
5. Confirm long-lead items, purchase orders, deposits, acknowledgments, shipping, and delivery. Record confirmed delivery dates and compare them against the target startup date and schedule.
6. Confirm subcontractor agreements, licenses, insurance, scope, schedule, and startup documents. Verify each subcontractor against the Chapter 16 qualification file before adding them to the packet.
7. Confirm employees, supervisors, competent persons, training, payroll, vehicles, tools, equipment, and PPE. Verify staffing assignments against the Chapter 15 onboarding and training records.
8. Confirm project-management plan, WBS, baseline schedule, lookahead, and procurement log from Book 26. Attach the current versions to the packet rather than recreating them.
9. Confirm inspection plan and compliance controls from Book 25. Attach the current permit and inspection schedule to the packet.
10. Confirm estimate, budget, cost codes, allowance log, and change log. Verify the financial basis in the packet matches the current Book 24 estimate and Chapter 10 logs.
11. Confirm certificates, notices, lien procedures, and document responsibilities with counsel-approved process. Record who is responsible for issuing each required notice or lien document during the project.

G. Site Logistics, Customer Readiness, and Documentation

1. Confirm site address, access, parking, delivery, storage, sanitation, power, water, security, and waste. Record each logistics item and how it will be managed on the startup date.
2. Confirm occupied-home rules, pets, children, vulnerable occupants, tenants, neighbors, hours, dust, noise, and daily shutdown. Record the agreed rules in writing and route them to the field team before mobilization.
3. Confirm utility shutoffs, emergency contacts, fire extinguisher, first aid, and incident procedures. Verify these are in place and known to the assigned crew before the first workday.
4. Confirm preconstruction photographs, property-condition documentation, and customer valuables or exclusions. Complete or schedule this documentation before any work begins.
5. Confirm floor, wall, landscape, vehicle, and common-area protection. Record what protection is required and who is responsible for installing it before work starts.
6. Confirm customer communication channel, decision authority, meeting schedule, and emergency contact. Record these in the project contact and authority directory.
7. Confirm billing schedule, invoice contacts, purchase authorizations, and accounting setup. Verify the project is set up correctly in the Chapter 5 accounting system before the first invoice is due.
8. Confirm certificates, notices, lien procedures, and document responsibilities with counsel-approved process. Re-verify this item against the current project condition immediately before the startup meeting.
9. Create the project contact and authority directory. Compile all contacts gathered in this section into the one-page directory.
10. Create the current document index and field-issue set. List every current plan, specification, selection, permit, and change order, and assemble the set to be issued to the field.
11. Create the site-start checklist by first-day sequence. Sequence the checklist in the order the field lead will actually perform first-day tasks.

H. Startup Meeting and Mobilization Approval

1. Conduct the internal startup meeting with sales, estimating, operations, accounting, safety, and field leadership. Review every section of the packet with each function represented.
2. Conduct customer preconstruction meeting where appropriate. Confirm schedule, access, disruption, and decision expectations directly with the customer before mobilization.
3. Record all decisions, missing items, constraints, and assigned actions. Document every open item from the startup meeting with a responsible party and due date.
4. Do not authorize mobilization while a critical legal, payment, permit, insurance, design, safety, or procurement condition remains unresolved. Hold the mobilization date until every critical item on the packet is confirmed complete.
5. Obtain startup approval from the authorized manager. Route the completed packet to the designated manager for review and signature.
6. Issue the packet to controlled recipients and archive the approved version. Distribute the current document index and site-start checklist to the field team and store the approved packet in the company record system.
7. Record actual mobilization authorization date. Enter the confirmed date on the packet as the record of when the project was authorized to begin.