Field Operations Milestone & Gate Approval Process

Conduct the end-of-month physical progress walk across all active trades to confirm percentage-of-completion before drafting billing figures.

Evaluate physical work in place against the approved Schedule of Values (SOV) line items. Overbilling without field verification triggers architect rejections, pencil-copy disputes, and cash flow delays.

Apply standard progress calculation logic:

Mark the audit status for each trade phase to ensure complete field alignment prior to compiling pay applications.

Review each active trade contractor's monthly payment application against inspected field progress and verify legal compliance documents.

Never advance a subcontractor billing line into the prime billing package without verifying both the math and statutory lien releases:

Record any required downward adjustments or missing lien waivers in the log below so adjustments can be reflected on the draft G703.

Attach date-stamped photographic evidence and delivery documentation supporting every major progress milestone claimed this cycle.

Architects, owners' representatives, and bank draw inspectors require clear visual proof before certifying payment applications:

Add all supporting visual documentation and delivery slips here.

Assemble the formal AIA Document G702 (Application and Certificate for Payment) and AIA Document G703 (Continuation Sheet).

Verify the core accounting reconciliation across all summary lines on the G702 summary page:

Upload the compiled draft PDF of the G702 and G703 forms, accompanied by the notarized signature sheet.

Execute the final quality control gate to verify that every legal, mathematical, and contractual requirement is fulfilled prior to release.

Work through the standard GC payment compliance checks:

Confirm each verification item below.

Authorize the final submission of the monthly Application and Certificate for Payment to the Project Architect and Client.

Review the assembled package:

Approve to release the official draw submittal to the design team and ownership, or decline with specific correction notes regarding discrepancies in SOV percentages, lien documentation, or calculations.

Establish physical perimeter control and temporary utility connections before allowing field operations to commence.

Inspect each infrastructure element against local municipal building codes and OSHA standards:

Select your current infrastructure verification status and note any utility provider lead times or inspection delays.

Review and activate the project's Stormwater Pollution Prevention Plan (SWPPP) and site environmental mitigation controls.

Ensure all mandated regulatory safeguards are active prior to earthwork or site disturbance:

Document any field variances or municipal SWPPP permit conditions that require daily logging.

Verify all mandatory federal, state, and local safety compliance stations are mounted and accessible across the field office and jobsite entry gates.

Inspect against this life-safety standard:

Indicate compliance status for site life-safety setup.

Conduct the mandatory on-site mobilization kickoff meeting with all contracted trade superintendents, foremen, and project engineers.

Walk through these critical coordination topics:

Log the meeting minutes, record attending trade companies and superintendents, and list all agreed jobsite logistics agreements here.

Complete all assigned operational tasks before clearing subcontractors to bring machinery or full labor crews onto the site.

Assign specific team owners and firm due dates to ensure zero regulatory or physical bottlenecks remain.

Issue the formal determination on site readiness for full trade mobilization.

Review the preceding verifications: temporary utilities energized, perimeter secured, SWPPP sediment controls trenched, OSHA compliance stations mounted, and trade kickoff orientations conducted.

Select the authorized site access level. Use the comment box to specify any conditional holdbacks (e.g., Site cleared for framing and excavation crews; mechanical rough-in staging restricted until east laydown pad gravel cures).

Run the mandatory morning safety and production stand-up with all active trade foremen prior to work commencing.

Brief the specific high-risk operations scheduled for today (such as hot work, overhead lifting, trenching, or leading-edge fall protection), verify required Personal Protective Equipment (PPE) compliance across all crews, and confirm site logistics including crane delivery staging and material drop zones.

Select the primary safety focus addressed during this morning's briefing:

Record the official job site operational parameters to establish a verifiable legal and contractual record of daily site activity.

Capture the following operational baseline:

Provide your comprehensive daily operational notes below.

Inspect ongoing trade work against approved construction submittals, architectural and structural drawings, and manufacturer installation specifications.

Evaluate current installations across these core quality dimensions:

Identify any deviations, non-conforming items, or defective workmanship. Record the trade responsible, grid line or room location, specific code/plan discrepancy, and the mandatory corrective action required within 24 hours.

Capture photographic proof of all mechanical, electrical, plumbing, structural framing, and waterproofing work before it is permanently concealed by insulation, drywall, backfill, or concrete pours.

High-resolution pre-concealment documentation prevents future warranty disputes and provides clear evidence of code compliance for municipal building inspectors and owners.

Upload clear photos of all in-wall rough-ins, above-ceiling mechanical rough-ins, under-slab conduits, and waterproofing membranes prior to sign-off. Ensure photos capture room markers, grid references, and backing plates.

Complete the end-of-day site protocol to ensure physical security, environmental compliance, and complete accountability before trade crews depart the property.

Assign and verify the mandatory end-of-day site handover items:

A 6-item visual gate executed on-site by the Field Superintendent via tablet:

Please go over this checklist.

If minor items fail (e.g., a missing rebar tie or displaced conduit), who fixes it, and is a photo sign-off permitted before the first truck arrives?

Conduct a comprehensive physical walk of the roof deck and perimeter terminations before clearing trades beneath this scope.

Inspect every penetration, seam, and critical transition using the checklist criteria below:

Select all inspection checkpoints verified and sound. Note any punch items requiring remedial torch work or sealant in the comment box.

Inspect the exterior building envelope penetrations, drainage planes, and structural lateral framing prior to insulation or drywall loading.

Verify compliance with structural details and building science water-shedding principles:

Mark each structural and weather-barrier requirement confirmed on site. Record any trade coordination conflicts or missed fasteners.

Provide date-stamped photographic verification of critical flashing details, flood testing water levels, window sill pans, and shear wall nailing.

High-resolution visual evidence serves as permanent quality documentation for the project closeout file, design team review, and warranty validation.

Upload your site inspection images or manufacturer inspection sign-off sheets directly here.

Evaluate the cumulative field observations, water testing results, and framing checks to issue the formal envelope milestone determination.

Selecting a status establishes trade readiness:

Select the project status and document your superintendent sign-off notes and required follow-up deadlines in the rationale comment.

Upload the formal manufacturer warranty certificate, contractor workmanship warranty, and technical product cut sheets for all installed roofing materials.

Ensure the warranty package explicitly reflects:

Attach all PDF documents below.

Submit the signed and notarized Notice of Completion for all contracted roofing and waterproofing scope.

Before uploading, verify the following details:

Upload the signed document file directly below.

Upload your completed and signed Roofing Subcontractor Quality Assurance / Quality Control Self-Inspection checklist.

In accordance with project quality standards and field validation requirements, your self-inspection record must show:

Upload the scanned or digital inspection record below.

Verify that the subcontractor's submittal package meets all project specifications, manufacturer warranty prerequisites, and contract requirements.

Evaluate the submitted package against these four criteria:

Document any missing attachments, discrepancies, or technical exceptions in your notes below.

Evaluate the roofing trade's submitted warranty package and select the formal determination.

Choose the applicable review determination based on package completeness:

Provide your review findings, outstanding conditions, or next meeting instructions in your comment.

Add link below

Ensure signed municipal building inspection cards are fully verified and added directly to the official project document folder under MEP Rough-Ins.

Every jurisdiction requires explicit sign-offs before any wall cavities are closed. Audit each permit card for an official inspector signature, date, and unconditional "Pass" status across:

Confirm that all four cards are verified and added to the folder.

Verify that all specialized trade pre-concealment test logs are completed, signed by trade foremen, and placed into the project document folder.

Concealing unverified pressure lines creates severe water damage and air leakage risks behind finished drywall. Check that the uploaded documentation includes:

Verify the test certificates and log your confirmation below.

Verify that all scope adjustments, owner changes, and field condition revisions inside wall assemblies are fully costed, approved, and filed in the project folder.

Drywalling over unauthorized or unpriced in-wall rough-ins leads to unrecoverable backcharges and rework disputes. Ensure:

Confirm change order documentation status before proceeding to trade release.

Review the status of municipal certificates, trade pressure tests, and approved change orders in the project folder to issue the final drywall authorization.

Execute the following verification checklist before releasing drywall crews into the zone:

Confirm all required jurisdictional inspections have been officially signed off and posted on-site before authorizing drywall stocking or hanging.

Review the physical permit card and municipal inspection portal to confirm zero open re-inspection notices:

Check each municipal discipline verified on the official inspection card. Use the comment box to record permit numbers and inspector sign-off dates.

Walk every open stud bay and plenum track to verify physical protection against mechanical puncture and fire/smoke migration.

Apply these code and quality standards:

Select the safety and penetration controls confirmed in the field. Add notes detailing any bays requiring trade back-check.

Upload complete 360-degree photo or video documentation of all open wall cavities, chases, and ceiling rough-ins prior to drywall hanging.

Documenting pre-concealment conditions provides permanent as-built evidence for facility management, future tenant improvements, and warranty defect defense.

Ensure your visual captures include:

Upload the full room scan video files, photo log, or direct cloud links to the 360-degree capture repository below.

Record any deficiencies, unverified rough-ins, or damage caused by adjacent trades that must be rectified before hanging sheetrock.

Use this format for each logged observation:

Post each punch item as an entry below. React with 🔧 when corrective work is underway, and ✅ once reinspected and verified clear.

Evaluate total rough-in inspection compliance and determine whether interior trades are authorized to hang drywall and conceal cavities.

Make your final field authorization based on the criteria below:

Select the project status and provide your sign-off rationale in the comments.

Upload the architectural punch list, third-party balancing/commissioning reports, and the municipal Certificate of Occupancy prior to final owner sign-off.