Opportunity Submission Checklist

Before you write anything

A first look costs nothing and commits no one. It also cannot be useful if the basic record is missing.

• □State plainly what the project is: land, entitled project, partially built, stalled, operating.
• □Name the decision you want from the reader. A review is not a decision request by itself.
• □Confirm you have authority to discuss the project, or say who does.
• □Decide what you are willing to share at this stage and hold the rest back deliberately.
• □Keep confidential documents, identity documents and financial records out of a first submission.

Control and position

• □How the land or asset is controlled today: ownership, contract, option, letter of intent, nothing yet.
• □Who the counterparties are by role, not by name, if names are sensitive.
• □Key dates that constrain the decision: expirations, extensions, hearings, funding deadlines.
• □Any existing obligations that travel with the project: liens, leases, easements, approvals with conditions.
• □Whether other parties have been approached, and whether exclusivity exists.

Approvals, site and delivery

• □Approval status in the jurisdiction's own language, not a summary of what you expect.
• □Utility position: capacity, commitments, distance, who confirmed it and when.
• □Site conditions you know about: floodplain, topography, soils, access, environmental history.
• □Design status and who produced it, with license status where relevant.
• □Delivery status: contractor engaged or not, pricing basis, schedule basis.

Assumptions and what you want next

• □List assumptions separately from facts, with the source and date of each.
• □Mark every number as verified, estimated or assumed. An unmarked number reads as a claim.
• □Say what you have not investigated yet. Gaps stated openly read as discipline.
• □State the outcome you are looking for: capital, a partner, a buyer, oversight, a second opinion.
• □Close with your one-page summary: project, control, approvals, assumptions, decision wanted.