Construction Defect Demand Letter - Universal

CONSTRUCTION DEFECT CLAIM PREPARATION PACKET

Universal Counsel Intake and Drafting Record

Not a notice or demand. Completing this packet does not start, preserve,
extend, satisfy, or waive any notice, inspection, cure, warranty, limitations,
insurance, lien, arbitration, administrative, or court deadline. Do not send
this packet. Counsel must create and approve the operative document for the
selected jurisdiction and project.

1. USE GATE

1.1 Matter classification

1.2 Counsel routing

Before any operative notice is drafted, counsel should identify:

• the law selected by the contract and the law that cannot be displaced;

• whether a construction-defect, right-to-repair, home-warranty, condominium,
  public-contract, licensing, consumer, or other special process applies;

• the correct claimant and every legally required recipient;

• all pre-suit, contractual, warranty, insurance, administrative, lien,
  arbitration, and limitations deadlines;

• the required notice contents, delivery method, proof, inspection access,
  response period, repair process, and consequences of compliance or default;

• any restrictions on destructive testing, repairs, evidence preservation,
  communications, settlement terms, or recoverable amounts; and

• whether an official form, contract form, policy form, or tribunal form controls.

2. DEADLINE CONTROL

Do not calculate deadlines from this packet. Record the source document and
counsel-approved calculation for each possible clock.

☐ Counsel confirmed whether any repose period differs from a limitations period.

☐ Counsel confirmed whether repair work, negotiations, concealment, warranty
service, association control, discovery, or another event affects any clock.

3. PARTY AND RECIPIENT MAP

For the operative document, counsel must mark each party as:

☐ Required recipient

☐ Optional copy

☐ Represented party—communicate only through counsel

☐ Unknown or unresolved

4. PROJECT AND CONTRACT RECORD

5. DEFECT SCHEDULE

Complete one row per observed condition. Describe facts, not legal conclusions.

For each defect, attach where available:

• ☐ dated photographs and video;
• ☐ measurements, moisture readings, samples, or monitoring records;

• ☐ plans, specifications, product instructions, and code references identified
  by a qualified reviewer;

• ☐ inspection or expert reports;

• ☐ repair proposals and estimates;
• ☐ invoices and proof of payment;
• ☐ communications and service records; and
• ☐ a chain-of-custody or preservation record for removed materials.

Do not perform destructive testing, discard components, or authorize permanent
repairs without addressing safety, mitigation, access, insurance, and evidence
preservation with qualified professionals and counsel.

6. LOSS AND MITIGATION SCHEDULE

Amounts below are documentation fields, not statements that an item is
recoverable.

Mitigation performed: [________________________________]

Mitigation recommended but not yet performed: [________________________________]

Reason for delay or scope choice: [________________________________]

7. COMMUNICATION AND ACCESS LOG

Proposed access controls for counsel review

• available inspection dates: [________________________________];
• site-contact and access restrictions: [________________________________];
• persons permitted to attend: [________________________________];
• testing proposed: [________________________________];
• restoration responsibility: [________________________________];
• photography, sampling, and data-sharing terms: [________________________________]; and
• emergency conditions that cannot await ordinary scheduling: [________________________________].

8. POSSIBLE CLAIM AND DEFENSE ISSUES

Counsel should classify each item from the governing sources and the completed
record. Do not select a theory merely because it appears below.

9. OPERATIVE DOCUMENT BUILD SHEET

Counsel must complete this sheet before converting the record into a notice or
demand.

10. COUNSEL-APPROVED DRAFTING NOTES

Short factual summary:

[____________________________________________________________]

Defects to include:

[____________________________________________________________]

Documents to attach or offer:

[____________________________________________________________]

Inspection or repair proposal:

[____________________________________________________________]

Payment or other resolution proposal:

[____________________________________________________________]

Rights expressly preserved:

[____________________________________________________________]

Statements or theories to omit:

[____________________________________________________________]

11. REVIEW AND RELEASE CONTROL

Packet preparer: [________________________________]

Preparation date: [__/__/____]

Matter number: [________________________________]

This packet remains an internal preparation record. Only the separate,
jurisdiction-specific document identified and approved in the release control
may be sent or filed.