Start the Process Early!
- Get warranty letter, O&M manuals, closeout docs with submittals (while subs are still committed)
- Track closeout in the submittal log:
- Get your PA to assist with collecting warranty and organizing black closeout binders if you are not doing this process all digitally,
- Closeout information should be track with Status Report - signed contract, COI, etc...
- Communicate with subcontractors. This will help getting retention released quicker.
- Communicate early with the owner on what they are going to want.
- Hard copies vs. digital? If so, how many copies?
- Videos and training should be spelled out in the spec book. If not, ask owner what they prefer.
- Get all videos done during the testing/start-up process.
- Attic Stock
- Do not wait until the end of a job to clean up CCD's and change orders.
- Do not give the owner ammo for negotiations - review with director
- Do not wait until the end of a job to clean up change orders with subcontractors
- Issue change orders and/or work out disagreements prior to completion. This only serves to hold up retention
- Job Cost - Zero Out
- Discuss with director any outstanding issues/potential callbacks.
- Last thing they will remember is the closeout process
- Manage expectations of client/tenant/operator/vendor
- Meet with each early in the process to understand their needs and expectations
- Owners/Vendors may have items that could hold up TCO or COO - we need to manage that process and hold them accountable for dates/installations.
Site/Field Close Out
- Push completion lists and punch lists for 100% completion
- Final testing/documentation is completed
- Trailer removal
- Compile as-builts (MSD/Sewer)
- Occupancy meetings with AHJ's early
- Meet with any/all entities (City, County, State, Life Safety, Health Officials, etc.)
- Transfer utilities to owners name if they are in Brinkmann's name
- Try to set up in owners name to begin with
Post Mortem Report
- Start Process EARLY
- Should start a log during construction so PISERS (Problems Identified So Everyone Remembers) can be accurately recorded. Do not wait until the end of the project or you will forget details.
- Every project should create a Post Mortem (if if not being presented in training). Lessons Learned are too important not to pass along.
- Unit Cost Sheets - Should not be completing during closeout/post mortem. Unit cost sheets should be completed during buyout and during early construction process. Shoot for all unit costs from subcontractors by first pay draw.