Free Construction Audit Outline Checklist

Prepared by: [Your Name]

Date: [Date]

I. Project Overview

• Project Name:                                                             

• Project Location:                                                             

• Project Manager:                                                             

• Contractor(s) Involved:                                                             

• Contract Type (e.g., fixed price, time & materials):                               

• Date of Project Start:                                                             

• Projected Completion Date:                                                             

• Scope of Work:                                                             

II. Contractual Compliance

• Verify contract terms and conditions (e.g., change orders, deliverables).

• Review contract amendments or modifications.

• Ensure proper approvals for any contract changes.

• Confirm compliance with labor and subcontractor agreements.

• Check for insurance and bonding requirements.

III. Financial Review

A. Budget Review

• Original Budget Amount:                                                             

• Revised Budget Amount (if applicable):                                                             

• Actual Expenditures to Date:                                                             

• Remaining Budget:                                                             

B. Cost Verification

• Invoice review for accuracy and legitimacy.

• Verify payment schedules and amounts.

• Ensure compliance with agreed-upon pricing terms.

C. Payments

• Confirm timely and accurate payments to contractors, subcontractors, and suppliers.

• Review retention amounts and release conditions.

D. Profit Margins

• Assess profitability based on current financial status.

• Check for any discrepancies or cost overruns.

IV. Quality Control

A. Material Inspection

• Ensure materials meet specifications and standards.

• Verify vendor and supplier invoices for accuracy.

B. Workmanship

• Review work performed for compliance with project specifications and quality standards.

• Identify any areas that do not meet contractual obligations.

C. Compliance with Industry Standards

• Confirm adherence to safety and building codes.

• Inspect certifications or licenses for workers and equipment.

V. Timeline and Milestones

A. Review of Project Schedule

• Original project timeline.

• Current progress and status.

• Delays or changes to the schedule.

B. Milestone Review

• Confirm completion of critical milestones (e.g., site preparation, foundation, framing).

• Assess any delays and their impact on the overall schedule.

C. Extension of Time

• Review any requests for project time extensions and their justification.

VI. Regulatory Compliance

A. Licensing and Permits

• Verify all required permits and licenses are obtained.

• Ensure ongoing compliance with local regulations and zoning laws.

B. Safety Compliance

• Check for adherence to OSHA safety standards and regulations.

• Confirm regular safety inspections are conducted.

• Review worker safety training records.

C. Environmental Compliance

• Review adherence to environmental impact assessments and regulations.

• Ensure proper disposal of construction waste and hazardous materials.

VII. Risk and Issue Identification

A. Risk Management

• Identify potential risks related to cost overruns, delays, or legal issues.

• Review mitigation strategies and their effectiveness.

B. Issue Tracking

• Document unresolved issues or claims.

• Assess the impact of any ongoing disputes or legal concerns.

C. Change Orders

• Verify proper documentation and approval for all change orders.

• Assess the impact of change orders on budget and timeline.

VIII. Audit Conclusion

• Summary of findings.

• Recommendations for improvements or corrective actions.

• Identification of areas requiring further attention or follow-up.

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