COUNTERTOP FIELDNOTES: COMMERCIAL PROJECT DISCUSSION CHECKLIST
Prepared November 6, 2026. Blank planning aid, not a specification or bid invitation.

Keep the completed copy in your own project records. This file does not send it.
Approximate measurements are for discussion, not fabrication.

PROJECT AND DECISION ROLES
City or ZIP:
Intended use: reception / workplace breakroom / other:
My role and authority to share a short summary:
Who approves scope and expenditure:
Who coordinates the project and building access:
Owner, tenant, designer or contractor approvals to clarify:

SCOPE
Rooms or areas and approximate quantities:
Existing bases/casework staying or changing:
Top-only or larger casework package:
Material / finish / equipment / sink preferences:
Drawings or specifications: title and revision date (retain documents separately):
Unresolved choices or later addenda:
Who confirms base suitability, support and final measurements:
Who approves samples, seams, openings and shop drawings:
Separate plumbing, electrical, equipment and wall-finish work:

SITE AND TIMING
Stage: early advice / budget / formal bid / other:
Requested deadline, clearly marked unconfirmed:
Desired installation window and any proposed phases:
Building work-hour rules and access constraints (no access codes):
Reception, sink or other facilities affected; temporary arrangements needed:
Delivery, elevator, protection, cleanup and reopening responsibilities:

WRITTEN SCOPE QUESTIONS
Measuring, fabrication, delivery, installation and removal/disposal included?
Exact product's commercial-use guidance, care and warranty reviewed by whom?
Product, fabrication and installation coverage: who provides each, with what exclusions?
Who retains purchase records, warranty documents and care instructions at handoff?
Who reviews accessibility or other specialized project requirements?
Access changes, hidden conditions, revisions and repeat visits priced how?
Exclusions, payment and cancellation terms, and approval steps confirmed?
Open questions and who will answer them:

FIRST INQUIRY
Use only a short summary you are authorized to share. Do not include confidential
plans, tenant/customer records, contract pricing or building-access codes.
The site form does not upload plans or submit a formal tender. It sends to Todd,
the independent operator, not a contractor. No bid, price, availability, provider
acceptance or response time is promised. Provider sharing requires separate
permission naming the provider.