Project Summary

Construction Project

This project summary lists the headings and sub-headings from a completed project. Although your project will have unique requirements, the purpose of the summary is to assist you in considering a number of planning concepts as you work to move your company forward.

• Proposal summary
• Borrower information
• Shareholder information
• Banking information
• Company summary
• Project description
• Project management
• Professional advisors
• Industry and market summaries
• Competitor summary
• Marketing and sales plan
• Project outline
• Subcontract list
• Construction timelines
• Construction budget
• Additional financial considerations
• Appraisal notes
• Financing requirements
• Guidelines
• Security value guidelines
• Security considerations
• Insurance summary
• Financial plans
• Finance terms
• Financial ratios
• Considerations of credit
• List of enclosures