Closeout Document Organizer

Project Closeout Documentation Checklist — Retail Center Project: [Project Name] Substantial Completion Date: [Date] Final Completion Target: [Date — 30-60 days after SC] Closeout Coordinator: [GC Project Engineer] CATEGORY 1 — CONTRACT CLOSEOUT DOCUMENTS [ ] Certificate of Substantial Completion — executed by Owner, Contractor, and Architect [ ] Punch list — completed and documented with dates of corrections [ ] Final punch list sign-off from Architect confirming all items resolved [ ] Final Application for Payment (G702 final) prepared and submitted [ ] Consent of Surety to Final Payment (if bonded) [ ] Contractor's Affidavit of Payment of Debts and Claims (AIA G706) [ ] Final unconditional lien waiver from General Contractor [ ] Final unconditional lien waivers from all subcontractors and major suppliers CATEGORY 2 — BUILDING PERMIT AND REGULATORY CLOSEOUT [ ] Certificate of Occupancy obtained (or equivalent approval from AHJ) [ ] All open permit inspections completed and approved [ ] Fire marshal final inspection passed [ ] Health department inspections (if food service or medical occupancy) [ ] Elevator inspection and certificate (if applicable) [ ] Special inspections final report submitted to building department CATEGORY 3 — OPERATIONS AND MAINTENANCE DOCUMENTATION [ ] Operations and maintenance manuals for all major systems — organized by specification division [ ] Equipment warranties from all manufacturers — compiled in indexed binder [ ] Attic stock delivered: touch-up paint, flooring, tile, grout (per specification requirements) [ ] Keying schedule with all keys delivered and signed for [ ] As-built drawings / record drawings — submitted to owner in both hard copy and digital format CATEGORY 4 — TRAINING AND SYSTEM STARTUP [ ] HVAC system commissioning report [ ] HVAC balancing report [ ] Systems training completed for Owner's facilities team (HVAC controls, BAS, fire alarm) [ ] Training sessions documented with attendee sign-in sheets CATEGORY 5 — FINANCIAL CLOSEOUT [ ] All subcontractor final invoices received and processed [ ] All purchase orders closed [ ] Final project cost report submitted to GC management CLOSEOUT LOG: Each item above assigned an owner and target completion date in the project closeout log. Weekly closeout meeting with Owner until all items complete.