How to Create a Punch List and Closeout a Construction Project

Kenton Knows has created a video to provide guidelines on how to create a punch list and close out a project successfully. The video advises setting clear expectations with the contractor in the contract and having everyone involved walk the project together to create the punch list, including the architect, general contractor, construction manager, and owner. Kenton Knows also recommends checking that work is complete, that everything works correctly, that nothing was damaged, and that everything is labeled correctly, like the electrical panel.

How to Create a Punch List and Closeout a Construction Project

Building the right tech stack is key

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How to choose the right tech stack for your company?

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What to consider when choosing the right tech stack?

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What are the most relevant factors to consider?

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What tech stack do we use at Techly X?

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Kenton Knows has created a video to provide guidelines on how to create a punch list and close out a project successfully. The video advises setting clear expectations with the contractor in the contract and to having everyone involved walk the project together to create the punch list, including the architect, general contractor, construction manager, and owner. Kenton Knows also recommends checking that work is complete, that everything works correctly, that nothing was damaged, and that everything is labeled correctly, like the electrical panel.

In addition, the video suggests requesting the following for closeout:

  • List of contractors who worked on the project
  • Manuals and warranties
  • Paint colors
  • An as-built drawing

Lastly, it is advised to save the final 5-10% of payment until all of the closeout items are received.

Here’s the video: How to Create a Punch List and Closeout a Construction Project

How To Create a Punch List and Closeout a Construction Project - Video Transcription

Hi, I'm Kenton, and this is Kenton Knows. I want to share some guidelines on how to create a punch list and close out your project like a pro. This is normally where a lot of projects lose steam and have a little trouble getting it over the finish line. Hopefully, I can give you some advice to increase your ability to have a successful project. If you enjoy this video, please consider subscribing to my channel by clicking the like button, and as always, please leave me any comments you might have at the bottom as well.

Finishing at the start. First, the finish really starts at the beginning. You need to set clear expectations with the contractor, and it should be written in the contract. It should be clear who will create the punch list when it will be completed, how much money will be held back until it is completed, and what items will be included in the closeout package. The punch list.

In my experience, the best way to create a punch list is to have the architect, general contractor, construction manager, and owner walk the project together with one person responsible for recording all of the items. Clearly, on smaller projects, you won't have all those people, but you may want to bring a knowledgeable friend along who has a little more experience, as they will help reduce the chances of you missing items. For most work, the basic questions are, is the work complete?

Does everything work the way it was intended? Does it look the way it was intended? Was anything damaged by the work performed? Maybe the contractor replaced the roof and damaged the bushes below when they piled old roof shingles on them, and is all the construction debris cleaned up trade-specific items? If you did electrical work, you should be sure you have a receptacle tester to see if there's any open grounds and open neutral or any other issues with the outlets and make sure those are corrected.

Also, you want to be sure that cover plates fully cover the openings. One other item that I definitely always want to check for is did they correctly label or update the electrical panel. If you did plumbing work, run the appliance or fixture, run several fixtures at the same time. If you have questions about water pressure, if it holds water, fill it up and make sure it holds water and doesn't leak. Luckily, most plumbing is pretty simple. If there is water pressure and it doesn't leak, you should be good for HVAC.

You'll want to confirm the contractor has tested and balanced the system for the walls. You should verify they're straight and there aren't any flakes in the paint or areas where the mud clearly isn't smooth or feathered very well. There are plenty of other project-specific things to look for during your punch walk, which really will just come with experience and completing more projects, but hopefully, this will give you a guide for a few things to look for when you create your punch list closeout documents.

Moving on to the closeout documentation, when you finish any project, you should get the following items from the contractor. One, a complete list of all the contractors who worked on the project, including name, address, main contact, phone number, and their scope of work. Two, all manuals and warranties. Three, a complete list of all the paint colors, including brand sheen and formulas. It would be preferable to also keep the leftover paint for the project on-site for touchups.

If you installed floor tile, ceiling tile, wallpaper or similar, you should receive some of each. This is generally referred to as addict stock and should be stored somewhere on site. Sometimes field conditions and inspector-required change or owner changes can differ from the permit or contract drawings, and having an as-built drawing at the end of your project will reflect those changes. These changes can be handwritten on the drawings, it may not seem like a big deal then, but a few years from now, you may.

You wish you had them when you open a wall expecting to find a pipe that was moved if you had a permit for the project. The final item you should receive is a copy of the certificate of occupancy for the project. As I said earlier, these expectations should all be clearly stated in the contract, and I would hold the final five to 10% of your payment until you've received all of these items. I hope you found this video helpful in creating your next project's punch list and ensuring you receive all of your closeout items. Be sure to also check out my video on how to manage your construction project.

Supercharge Your Punch Lists With Smart Photos

Punch lists are no match for photo-based workflows in SeeSnap. Smart photos help you report, assign, track and approve punch list items without the hassle of jumping between emails, text messages, photo apps, and clunky software. SeeSnap's punch list app helps you spend more time completing the work and less time messing with admin work.

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