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Construction Loan
Monitoring

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Generally issued monthly, this report includes a complete site and building observation with a focus on a monthly requisition to the lender. It includes the project data, site conditions, site safety, funding recommendation, change orders, contingency funding, retainage, potential delays/overruns, quality of construction, permits, violations, and schedule/estimated completion.

We visit the site in conjunction with Applications for Payment or as directed by the Bank to review the progress of the work and report on the following:

  • Progress of the work and whether the payments requested fairly represent the amount of work completed on the project. In addition, review amount shown as necessary to complete the project.

  • Quality of construction and standard of workmanship.

  • Compliance with the approved plans and specifications.

  • Anticipated labor stoppage and material shortages that could adversely affect the completion of the project.

  • Review change orders.

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