CLOSE OUT CHECK LIST

Date Expected Date Final DP / Owners

Item Decription of Item to Complete Completion Acceptance Initials

1 Work associated with Punch List(s)

Testing, balance or performance operations complete and in
agreement that associated work is in compliance with the
Contract Documents and verified as such by the Design
2 Professional

One hard copy and one electronic copy in .pdf format of final
approved test, balance or performance report(s) complete
3 with directory of contents submitted to Owner
Operation and Maintenance Manuals complete and verified
4 as such by the Design Professional
Owner sign-off of receipt of O&M Training on proper use,
care and operation of all systems or components as required
5 by the Contract Documents

One hard copy set and one electronic copy in .pdf format of
final approved Operation and Maintenance Manuals with
directory of contents submitted to Owner and uploaded by
6 Contractor into CIMS

As-Built drawings converted to accurate Record Drawings

and verified as such by the Design Professional using
information provided by the Contractor and by other
7 knowledge the Design Professional may possess

As identified in PSFA General Conditions Sections 9.10.1-3; 9.11.2 Designed by Pamela L. Gow
 CLOSE OUT CHECK LIST
Date Expected Date Final DP / Owners
Item Decription of Item to Complete Completion Acceptance Initials

One vellum set and one electronic copy in .dwg format and
one copy in .pdf format of final approved Record Drawings
with directory of contents submitted to Owner and uploaded
8 by Contractor into CIMS

Written certification signed by Owner of delivery and stocking

of extra material, equipment or components required by the
9 Contract Documents at a location established by the Owner

10 Delivery of all warranties required by the Contract Documents

All keys, signs, passes, codes, software or other methods or
components of control or security have been correctly and
11 adequately accounted for and closed-out
Up-loading of all Close-Out documents into CIMS including
scans of Building Code Approvals and other code
certifications, Substantial Completion documents, Punch
Lists, Warranties, O&M Manuals, Training Sign-off, Extra
Stock Sign-off, Record Drawings, Final Completion
documents, Correction of Work Period documents and 11th
12 month inspection.

Exception: Up-loading of Final Completion, Correction of

Work Period and 11th month inspection documents shall be
loaded into CIMS within seven (7) days of availability.

As identified in PSFA General Conditions Sections 9.10.1-3; 9.11.2 Designed by Pamela L. Gow
 CLOSE OUT CHECK LIST
Date Expected Date Final DP / Owners
Item Decription of Item to Complete Completion Acceptance Initials

At completion of Items 1 -12 (the List), the Contractor shall

state in writing to the Design Professional that the Close-Out
Punch List has been completed and request a Close-Out
13 Meeting with the Design Professional and the Owner.

The Design Professional shall schedule such meeting within

ten (10) days of the request, or otherwise reply in writing to
the Contractor why the request is pre-mature. (At the Close-
Out Meeting, all requirements to achieve close-out will be
verified, and if Work is found to be complete, the Design
Professional, with concurrence from the Owner, shall provide
written approval of Contractor's completion of close-out
requirements within five (5) days of the conclusion of the
14 meeting).

The balance at Substantial Completion of the Schedule of

Values line item for Documents and Close-Out in accordance
with Subparagraph 9.2.2 shall only be approved for payment
when all requirements under Paragraph 9.10 are complete.
No partial payment of the Close-Out balance will be
15 considered

As identified in PSFA General Conditions Sections 9.10.1-3; 9.11.2 Designed by Pamela L. Gow
 CLOSE OUT CHECK LIST
Date Expected Date Final DP / Owners
Item Decription of Item to Complete Completion Acceptance Initials
Final payment shall not become due until the Contractor
16 submits to the Design Professional
An affidavit that payrolls, bills for subcontracts, materials and
equipment, and other indebtedness connected with the Work
for which the Owner or the Owner's property might be
responsible or encumbered (less amounts withheld by
16.1 Owner) have been paid or otherwise satisfied
A certificate evidencing that insurance required by the
Contract Documents to remain in force after final payment is
currently in effect and will not be canceled or allowed to
expire until at least forty-five (45) days following written
16.2 notice to the Owner
A written statement that the Contractor knows of no
substantial reason that the insurance will not be renewable to
16.3 cover the period required by the Contract Documents
16.4 Consent of surety, if any, to final payment
Releases and waivers of claims of all Subcontractors, and
16.5 suppliers

If required by the Owner, other data establishing payment or

satisfaction of obligations, such as receipts, releases and
waivers, claims, security interests or encumbrances arising
out of the Contract, to the extent and in such form as may be
designated by the Owner. If a Subcontractor or other entity
refuses to furnish a release or waiver required by the Owner,
the Contractor may furnish a bond satisfactory to the Owner
16.6 to indemnify and protect the Owner.

As identified in PSFA General Conditions Sections 9.10.1-3; 9.11.2 Designed by Pamela L. Gow