What documents should I gather before a property readiness review?
Prepare current plans, access and operations information, system details, approvals, and owner contacts so the review can distinguish facts from assumptions.
Short answer
What to know
Gather current site and floor plans, survey or curb information, parking and loading rules, access-control and elevator details, utility records, emergency procedures, permits, operating hours, and vendor specifications. Date and label each file, note what has changed, and identify gaps. A desktop review should not treat old drawings as verified field conditions.
Collect current physical and operating records
For external arrivals, assemble boundary and access plans, curb ownership or permit records, loading and valet operations, traffic circulation, entrance locations, and accessible-route documentation. For indoor robots, include floor plans, elevator and door details, operating schedules, and approved access zones. For charging or drone systems, include the relevant electrical, roof, structural, or receiving information.
Add emergency procedures, maintenance contacts, known construction changes, communications coverage observations, and building-system vendors. Label each source with date, author, and status—record drawing, permit set, concept, or field-verified. This makes it clear which facts need a site walk or professional confirmation.
Prepare for responsible sharing
Before sending plans or security-sensitive information to an external provider, check the organization’s confidentiality and data-handling requirements. Share only what is necessary, use an approved transfer method, and clarify retention, access, and deletion. Remove personal information that is not needed for the assessment.
Create a contact sheet of the property decision-maker, facilities lead, security or IT owner, accessibility contact, utility representative, and relevant vendor or public agency. A document package is most useful when each unresolved question has a person who can confirm or correct the record.
Put it into practice
A site-planning checklist
- Current site and floor plans with status labels
- Access, curb, and operations records
- Elevator, door, electrical, or roof-system details as relevant
- Emergency and maintenance contacts
- Approved secure-sharing process
Further reading
Primary references
- NACTO — Curb Appeal
Curb-management framework for allocating limited public street space.
- U.S. Access Board — ADA Standards
U.S. accessibility standards reference; local applicability and project review still matter.
- U.S. DOE Alternative Fuels Data Center — EV charging infrastructure
U.S. Department of Energy overview of electric-vehicle charging infrastructure.