Bring the agreed documents
Use the latest scope, approved changes, finish selections, and any earlier punch list. Review each affected room or unit, noting omitted items, damaged finishes, product differences, and work that needs correction. Do not operate a restricted system simply to check it during the visit.
Create a usable punch list
- Identify the location, issue, agreed action, and responsible party.
- Record the target follow-up and how completion will be confirmed.
- Distinguish incomplete work from a new owner request.
Collect the closeout record
Ask for applicable inspection approvals, specialist completion documents, product information, warranties, and maintenance instructions. Review any remaining payment or acceptance terms in the contract before signing. For occupied communities, confirm how management and residents should report a remaining problem.