Site Identification
Provide the precise street address, parcel or lot identifier, geographic coordinates, owner and site contact details, zoning classification, and any recorded easements or restrictions that affect site use or access.
A well-prepared Site Requirements Document reduces rework, clarifies scope between owner and contractor, and documents compliance obligations for permits and inspections. It creates an auditable baseline for approvals and dispute resolution; electronically executed copies should satisfy ESIGN (15 U.S.C. ch. 96) or the applicable state UETA/ESRA provisions to ensure enforceability.
Primary users include project managers, facilities teams, architects, engineers, permitting officials, and contractors responsible for site readiness and compliance.
Clear ownership of preparation and review tasks ensures a consistent record for inspections, approvals, and contract administration throughout the project lifecycle.
Provide the precise street address, parcel or lot identifier, geographic coordinates, owner and site contact details, zoning classification, and any recorded easements or restrictions that affect site use or access.
Include scaled site plans, footprint diagrams, access routes, staging and laydown areas, and any restrictions on equipment placement or ingress/egress that will affect mobilization or construction.
Document existing and required utility connections (power, water, gas, telecom), service capacities, point-of-entry locations, and scheduled utility upgrades or outages that affect installation sequencing.
List required permits, responsible permit holder, submittal deadlines, inspection points, and any agency-specific conditions that must be satisfied prior to work commencing.
Specify required safety measures, hazardous materials handling, environmental protections, erosion control, and any site-specific health and safety plan requirements or certifications.
Define measurable completion criteria, testing and inspection procedures, documentation deliverables, and the formal handover process that triggers final acceptance and any warranty starts.
| Field | Configuration |
|---|---|
| Template | Create reusable template for each site type |
| Signer Roles | Define owner, contractor, inspector roles |
| Authentication | Choose email, SMS, or stronger methods |
| Notifications | Set automated reminders and escalation |
Ensure the platform supports open document formats, secure storage, and the authentication methods required for your project.
Submit permit package before scheduled review window
Complete surveys and geotechnical reports prior to design freeze
Allow agency review time before mobilization
Begin on-site work after permits and safety plans are approved
Schedule inspection as acceptance criteria are met
A small property management firm standardized site packets across listings to streamline closings and maintenance handoffs.
A healthcare provider centralized site setup requirements for new clinics to reduce inspection delays.
A corporate officer with delegated contracting authority often signs site-level agreements and permits; ensure authorization limits are documented in internal approval policies and procurement records.
A project or site manager may sign operational checklists and acceptance forms if granted explicit authority in procurement documents or a written delegation from an authorized officer.