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BETTESWORTHConstruction

Planning a Tenant Improvement: From Space Evaluation to Move-In

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A tenant improvement project moves from a clear understanding of the space and your intended use through lease coordination, design, approvals, construction, inspection, and move-in. The safest way to plan one is to verify the actual requirements for your address and scope before setting a construction or opening date: permits, documents, costs, and timelines vary by jurisdiction, building, use, and lease.

This U.S.-focused guide gives business tenants and project teams a practical sequence for assessing a space, coordinating with the landlord, preparing approvals, managing construction, and checking the finished work. The cited city and county checklists are local examples, not a nationwide permit list.

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What should you establish before planning the work?

Start with two things: what the business needs from the space and what the space already contains. A design built around an incomplete understanding of either can lead to avoidable revisions, cost changes, and delays.

For each area, write down its intended use and the people, equipment, and activities it must support. Note any special operations such as food preparation, unusual equipment, storage, or handling hazardous or combustible materials. Compare those needs with the existing layout, access and exits, finishes, electrical and mechanical systems, plumbing, and fire protection. Local application guidance commonly asks for information about proposed use, existing and proposed plans, accessibility, building systems, and—in applicable cases—hazardous materials. For examples, see the King County commercial tenant improvement guide and Snohomish County’s commercial submittal checklist.

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Make an initial room-by-room inventory, then separate confirmed information from assumptions and unknowns. For example, distinguish a visible electrical panel from verified electrical capacity, or a measured room from a documented accessible route. Send unanswered questions to the landlord, property manager, and design team rather than letting assumptions become part of the construction scope.

Preliminary measurements can help with early planning. A laser distance measurer may help capture initial dimensions, but it does not replace a professional survey or the scaled, dimensioned drawings an authority may require. Confirm the required level of documentation with the project’s design professional and local building department.

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How do you compare potential spaces?

Compare each candidate against the same criteria, not just rent or floor area. A space that appears ready for occupancy may still require substantial work if its existing layout, systems, accessibility, or approved use do not fit your operation.

  • Fit for the intended use: Can the layout support the way staff and customers will use the space?
  • Existing conditions and systems: Which partitions, finishes, electrical, mechanical, plumbing, and fire-protection elements may be reused, subject to professional review?
  • Accessibility and life safety: What routes, exits, restrooms, or other elements need review for the proposed layout and use?
  • Scope division: What will the landlord deliver, and what will the tenant fund, design, or build?
  • Approval complexity: Which authority and other reviewers may need to approve the work?
  • Disruption and dependencies: Will work affect shared spaces, building systems, neighboring tenants, or access?
  • Budget and schedule assumptions: What is included, excluded, or dependent on approvals and existing conditions?

These are planning questions, not published cost or performance benchmarks. Official local applications support checking use, plans, accessibility, systems, and project costs, but the available guidance does not establish a reliable general cost-per-square-foot or duration for an unspecified project. Obtain project-specific estimates and schedules only after the scope and site conditions are understood.

How should you coordinate the lease and landlord?

Read the lease, work letter, landlord construction criteria, and any tenant-improvement allowance or reimbursement terms together before finalizing the design or construction schedule. Those documents may define who controls the work, who pays for it, what the landlord must deliver, and how proposed changes are reviewed.

Confirm and document the following with the landlord or property manager:

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  • The agreed delivery condition and division of landlord work and tenant work.
  • Who reviews and approves plans, contractors, materials, and changes—and who has authority to give final approval.
  • Any contractor qualifications, insurance documents, access rules, construction hours, or building protection requirements.
  • How work affecting building systems, utility shutdowns, shared areas, or concealed conditions must be coordinated.
  • How allowances, reimbursements, invoices, schedule assumptions, and change costs are handled.
  • What inspection, acceptance, correction, or documentation requirements apply under the lease.

Record decisions in writing and keep them with the current scope and drawings. These are planning recommendations, not a statement of standard commercial lease rights: actual obligations depend on the lease and applicable law. The U.S. General Services Administration’s Leasing Desk Guide illustrates why acceptance should be checked against the lease and agreed design intent, but its procedures apply to federal leasing and are not universal private-lease rules.

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Who should be on the tenant improvement project team?

Choose professionals based on the work, building, and local requirements; not every project needs every specialty. Depending on the scope and applicable law, the team may include an architect, structural engineer, mechanical, electrical, or plumbing designers, fire-protection expertise, accessibility expertise, a contractor, and a project manager.

Ask the local authority which design or licensing roles the project requires. Requirements can depend on the work area, design, and jurisdiction. For example, King County’s February 2023 guide says an architect is required for tenant improvements with a work area over 4,000 square feet and describes conditions that can also require one for smaller work areas. That is a local threshold in an older guide—not a general rule—and should be confirmed with King County before relying on it.

Give the team one controlled scope document that states the intended result, known existing conditions, landlord and tenant work, design assumptions, exclusions, allowances, and required approvals. Use the same document when requesting proposals so you can compare them on a like-for-like basis. Check whether each proposal identifies exclusions, allowances, change assumptions, schedule, insurance, and close-out deliverables. Snohomish County’s local application checklist, for example, asks for a written estimate that breaks out labor and materials; that is an application requirement for that jurisdiction, not a universal bid format.

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Which permits and approvals do you need?

There is no single permit checklist that applies to every tenant improvement. Ask the building department or other authority having jurisdiction (AHJ) what applies to the exact address, existing conditions, proposed use, and scope—and coordinate that path with the landlord before committing to construction dates.

  1. Describe the project accurately. Provide the address, current and proposed use, existing occupancy information if known, proposed layout, and a plain-language description of the work.
  2. Ask which reviews and applications apply. Depending on the project, reviews may involve building, planning or zoning, accessibility, structural, mechanical, electrical, plumbing, energy, fire systems, signage, or other agencies.
  3. Check for separate approvals. Ask whether the scope could require separate sign, fire-sprinkler, fire-alarm, hood, hazardous-material, right-of-way, or construction-protection permits or reviews.
  4. Get the current submittal checklist. Confirm the application type, documents, forms, fees, and inspection process directly with the AHJ and landlord. Local checklists may be updated, and requirements can change with scope or agency review.
  5. Put review and issuance on the project schedule. Do not treat an application submission as permission to start work; confirm the approvals and permit status required before construction begins.

Local examples show why the checklist must be location-specific. Beverly Hills’ commercial tenant-improvement submittal requirements describe items such as accessibility path-of-travel details, structural and MEP plans, energy calculations, and an asbestos report. The King County guide lists documents for its own process. Neither checklist should be copied as a universal requirement for a different city or project.

A common question is whether a new tenant needs a permit when moving into a space another tenant occupied. King County’s guide says a tenant improvement permit may not be required in its jurisdiction if the proposed use and certificate-of-occupancy classification stay the same and the space configuration and exiting also remain the same. This is a conditional King County example, not a nationwide exemption. Ask the relevant authority to confirm the current rule for your address and proposed work.

What should the design and permit package show?

Plans should let reviewers understand both the existing space and the proposed work. The exact drawing set depends on the local checklist and project scope, so have the design team verify it with the AHJ before submission.

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Depending on what is proposed, the package may include:

  • Site and floor plans showing dimensions, room uses, and existing and proposed conditions.
  • Accessibility routes and details, exits and egress information, and other life-safety elements.
  • Room finishes, reflected ceiling plans, sections, elevations, and door or window schedules.
  • Structural details or calculations where the work affects structural elements.
  • Mechanical, plumbing, and electrical plans, and required system information or calculations.
  • Energy forms, fire-system documents, hazardous-material information, or other supporting items when required.

The Beverly Hills checklist includes accessibility, structural and MEP plans, energy calculations, and asbestos documentation among its suggested submittal items; King County’s guide also describes its required plans and supporting materials. Those are examples tied to their respective jurisdictions, not a promise that every item applies to your project.

Coordinate architecture with accessibility, egress, equipment, building systems, fire protection, and landlord standards before submitting plans or pricing the work. Keep a dated record of the current drawing set and reviewer comments. If a design change arises after approval, document who approved it, whether the permit or drawings need revision, and the resulting cost and schedule effects. Do not assume that an informal field decision changes approved documents.

How do you build a realistic construction schedule?

Build the schedule around dependencies instead of choosing a move-in date first and treating approvals as a formality. The project team should prepare a schedule specific to the building, scope, contractor, and review path; the official sources do not support a reliable general duration for an unspecified tenant improvement.

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Map the sequence and assign an owner to each milestone:

  1. Space assessment and confirmation of existing conditions.
  2. Lease and landlord scope decisions.
  3. Design development and coordination among relevant disciplines.
  4. Landlord plan review, if required by the lease or building criteria.
  5. Authority submissions, reviews, responses, and permit issuance.
  6. Contractor selection, onboarding, insurance and access approvals.
  7. Purchasing and delivery of items with project-specific lead times.
  8. Construction, required inspections, testing, and corrections.
  9. Final documentation, acceptance steps, operational setup, and move-in.

Ask the contractor and design team to identify assumptions, dependencies, and decisions that could affect the schedule. For example, clarify whether a purchasing date depends on approved drawings, whether landlord access approval is still outstanding, or whether any work must wait for an inspection. No general schedule or cost-per-square-foot figure can substitute for those project-specific answers.

Maintain a decision log, submittal log, change log, current drawings, inspection record, and open-issues list. Follow the local permit and inspection process, including inspections required before work is concealed. The specific inspection stages and procedures are jurisdiction-dependent.

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How should you manage construction changes and site coordination?

Use one documented process for questions, proposed changes, and approvals. A change that seems minor on site can affect an approved drawing, cost, schedule, accessibility, life safety, or a building system.

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For each proposed change, record what is changing, why, who requested it, who must approve it, and whether the AHJ or landlord needs to review revised documents. Capture the cost and schedule effect before authorizing work when possible. Keep the approved plans available to the project team and make sure everyone is working from the current version.

Coordinate access, construction hours, protection of shared areas, deliveries, and any planned utility interruptions with the landlord or property manager. Maintain records of required inspections and their outcomes, and resolve inspection corrections through the approved process. Requirements differ by jurisdiction and permit; ask the AHJ which inspections apply and when work may proceed to the next stage.

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What should you inspect before accepting the space?

Inspect against the lease, agreed scope, approved drawings, equipment requirements, and applicable approvals—not simply whether construction appears complete. The inspection should produce a location-specific list of incomplete or deficient items, each with a correction, owner, and agreed completion date.

Walk the space with the relevant parties and check, as applicable:

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  • Whether the completed layout and finishes match the agreed scope and approved plans.
  • Whether doors, hardware, partitions, and other installed elements are complete and function as intended.
  • Whether required accessible routes and features are present, subject to the applicable project requirements.
  • Whether lighting, outlets, HVAC, plumbing fixtures, and other systems are present and functioning as expected.
  • Whether the space and work areas are clean, complete, and free of unresolved construction issues that affect intended use.
  • Which inspections, tests, or corrections remain outstanding and who will complete them.

The GSA’s federal Leasing Desk Guide advises a thorough, location-specific punch list and a lease-specific acceptance checklist. It describes overall condition as “clean, complete, ready to move in” and includes checks such as finishes, partitions and hardware, accessibility, restrooms, lighting, HVAC balancing, and electrical outlets. These are useful prompts, but GSA’s formal acceptance rules apply to federal leasing, not all private commercial tenants.

Keep photographs or written notes that identify each punch-list item’s location and required correction. Confirm how the lease treats acceptance, remaining work, and reimbursement before signing off. Do not treat the GSA’s federal process as a substitute for your lease or local approval requirements.

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What records should you collect before move-in?

Construction completion is not the only measure of readiness. Before moving in, confirm what the landlord and contractor have delivered, what required approvals or inspections remain, and what operational information your staff will need.

As applicable to the project and lease, organize final inspection outcomes, warranties, operating instructions, equipment documentation, approved as-built drawings when provided, keys, access credentials, and written punch-list commitments. San Francisco’s MOHCD commercial space guidance identifies collecting final documents after successful inspections as a developer responsibility. It is an example of close-out recordkeeping, not a universal legal requirement for every tenant.

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Coordinate the operational handoff: confirm access arrangements, building procedures, any remaining work in or near the space, and who to contact about unresolved issues. If a correction remains open, record its owner and agreed completion date. Make the move-in decision against the actual lease, approvals, and project status—not an assumed universal definition of “ready.”

How do you compare contractor proposals?

Give each bidder the same scope and ask for proposals that make differences visible. A low headline number is not a meaningful comparison if it excludes work another bidder has included.

Review each proposal for included work, exclusions, allowances, assumptions about existing conditions, change procedures, schedule, insurance, and close-out deliverables. Confirm whether labor and materials are itemized if the application or your project process calls for it; Snohomish County’s checklist, for example, requests a written estimate with labor and materials broken out for its application. Ask bidders to flag unresolved design information or landlord requirements rather than silently assuming them.

The available data’s official sources do not establish a universal market price benchmark or bid-comparison standard. Compare proposals against your documented scope and project requirements, then ask the project team to explain material differences before selecting a contractor.

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Frequently Asked Questions

Can I move into a commercial space without a tenant improvement permit?

Possibly, but the answer depends on the jurisdiction, the use and occupancy classification, the layout, exiting, and any proposed work. Ask the building department for confirmation tied to the specific address; a prior tenant’s occupancy or permit history alone does not establish that your planned use is approved.

Should I sign a lease before confirming tenant improvement requirements?

Avoid making an unconditional construction or opening-date commitment before you understand the approval path and landlord delivery obligations. If lease timing requires a decision earlier, discuss the uncertainties with qualified advisers and address them in the lease documents where appropriate.

Who is the authority having jurisdiction for a tenant improvement?

It is the government agency or agencies responsible for reviewing and approving relevant parts of the project, commonly including a local building department. A project may also need review by planning, fire, or other agencies, so confirm the contacts and responsibilities for the address.

What if the contractor finds hidden conditions after construction starts?

Pause affected work when needed to assess the condition, document it, and notify the landlord and project team under the agreed change process. Determine whether revised drawings, added approvals, inspections, or schedule and cost changes are necessary before authorizing a permanent change.

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