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Insight · 9 min read

An enterprise office fit-out procurement checklist

This checklist is written for the person inside a corporate or institutional organisation who has been asked to procure a fit-out and wants the process to survive audit. Work through it in order. Each stage makes the next one comparable.

1. Before you go to market

Most tender problems are created before the tender is issued.

  • Building confirmed, or a shortlist of candidate floorplates
  • Headcount and department list, with a growth assumption stated
  • Target occupation date, with any immovable dates identified
  • Budget envelope agreed internally, even as a range
  • Internal approval route mapped: who signs design, who signs cost
  • Landlord requirements and base-build information requested

2. The documentation you issue

Issue one scope structure and require all bidders to price against it. If the bidders restructure your breakdown, you lose comparability.

  • Scope of works with areas and specification level defined
  • Drawing set at a consistent stage for all bidders
  • Finishes and specification schedules
  • Pricing schedule in your structure, not theirs
  • Required assumptions, exclusions and provisional items format
  • Programme requirements and access constraints

3. What to evaluate

Score the submission on how it behaves under pressure, not on how it looks.

  • Scope comprehension and completeness against your structure
  • Quality and specificity of assumptions and exclusions
  • Proposed sequencing and site supervision arrangement
  • Change control process and reporting cadence
  • Quality control method and inspection points
  • Named team and their actual availability for your dates

4. Contract and commercial controls

Agree the mechanics before mobilisation, not during the first variation.

  • Change instruction format and approval threshold
  • Valuation and payment cycle
  • Programme milestones and reporting dates
  • Retention and defects liability arrangement
  • Escalation route when a decision is blocked

5. During delivery

Consistency of reporting matters more than its volume.

  • Progress against programme at the agreed cadence
  • Open change register with cost and time impact
  • Quality inspection records at each stage
  • Risk register reviewed, not just maintained
  • Site access, safety and working-hours compliance

6. Handover and closeout

The handover pack is what your facilities team lives with for the next several years.

  • Completion walk-through and agreed snag list
  • Snag close-out record signed off
  • Operating and maintenance information from trades
  • Warranties where issued
  • As-installed documentation for the delivered works
  • Defects liaison route and contact

If you are preparing a project of this kind, send us the outline and we will respond with a view on scope and sequence.

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