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A comprehensive overview of substantial completion and project closeout in construction management. It covers key concepts, definitions, and procedures related to these phases of a project, including acceptance of work, punchlist management, warranties, and final turnover. The document also includes a series of exam questions and answers, making it a valuable resource for students and professionals in the field.
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Completion of Work - answer Defined by the completion of all scheduled tasks in the project's CPM schedule Project closeout activities - answer can be occurring as the owner is beginning to occupy the facility -as long as the certificate of occupancy has been received. Can also receive temporary certificate of occupancy for specific situations Substantial Completion - answer -Punch list items -Acceptance of work -Cleanup and demobilization Acceptance of work - answer -Pass final inspections -certificate of substantial completion -final completion Closeout and turnover - answer -certificate of occupancy -warranties -operations and maintenance (O&M) manuals -As-build drawings
Substantial completion inspection - answer -involves in-depth review of construction and its status -requirements necessary to complete the project are communicated to the contractor Substantial Completion Certificate - answer -certifies the date facility is substantially complete and ready for occupancy (can be issued for portions of the project) -issued with formal punchlist attached -establishes time frame for completion of punchlist items -establishes the beginning of the warranty period Substantial Completion certificate issued - answer -Arch/engineer and owner determine if building is ready occupancy (acceptance) -once received, liquidated damages can no longer be assessed by the owner Requirements for obtaining substantial completion certificate - answer -safety: compliance with all building safety codes and ADA -Systems: All MEP and special systems are fully installed and fully operational -Security: All requirements for building and site security are met -Convenience: Completion of punchlist items will not inconvenience the occupants Liquidated Damages - answer -Assessment of LDs can only be assessed by the owner if the contract specifically states the terms and charges -if contract is completed on time, owner cannot assess any LDs -LDs do not imply that the GC was penalized for not finishing the project on time
Acceptance of Work begins with - answer request from contractor for final review of work by the owner -arch/engineer also involved and assists the owner Two require steps of Acceptance of Work - answer -determine what needs to be on punchlist -complete and check-off items on punchlist Before acceptance can occur - answer -all work must meet specified standards (quality) -all work must be installed (completion) -all equipment must be tested and operational (final inspections and commissioning) Final Completion - answer -GC requests for final inspection by owner and arch/eng. (certifies punchlist completed and explains resolution for any remaining punchlist) -provide owner final inspection and test and balance reports -release of liens -contractor submits final payment application (includes billing for any remaining retainage) Release of liens - answer -releases all claims against the owner by contractor and subs -states that contractor and subs have been paid in full Project Cleanup - answer typically required by GC before owner will accept the work Project cleanup Demobilization of - answer -temp facilities
-temp fences -haul roads and detours -field offices -stockpile and surplus material -construction equip. and tools -trash and scrap Project cleanup repairs to - answer -landscaping -street/parking lot cleaning -building exterior Closeout and turnover document requirements from GC to owner - answer -warranties -O&M manuals -keying schedule -maintenance materials, spare parts, special tools
O&M Manuals - answer Consist of operational instructions and requirements for equipment installed in a facility -states maintenance items that need to be done in order for equipment to remain in good operation -issued by subs for individual trades AS-Built drawings - answer -the actual recorded drawings -shows owner actual construction -used as reference for material of maintenance for facility -helpful for future expansion or renovation -shows change in work from original bid documents -subs provide shop drawings for changes in field -CMs or GCs may provide photos or videos of actual construction work/tasks Final turnover - answer -project complete -all contractual requirements met and all work and corrections are done, contractor turns over keys to owner -owner then occupies the facility and begins startup phase startup phase - answer -moving in staff -education and training of O&M personnel -determining all equip is operational -grand opening -contractors go to next project