Skill for tracking project closeout and building commissioning activities. Manages closeout checklists, commissioning workflows, warranty tracking, and substantial/final completion documentation. Integrates with punch-list and inspection systems.
This skill provides comprehensive tracking for project closeout activities and building systems commissioning, from substantial completion through final closeout and warranty management.
Closeout Tracking
Master Closeout Checklist
All items required for project closeout, organized by category:
1. Contract Closeout Documents
Final Application for Payment (AIA G702/G703 or equivalent)
Consent of Surety (if bonded)
Final Lien Waivers (conditional and unconditional)
Certificate of Substantial Completion
Certificate of Final Completion
2. O&M Manuals
Organized by system with complete documentation:
HVAC systems (RTUs, chillers, boilers, split systems, ductless mini-splits)
Related Skills
Electrical systems (switchgear, panels, motors, lighting controls)
Plumbing systems (water heaters, pumps, fixtures, backflow preventer)
Fire Protection (sprinkler, suppression, fire alarm)
Elevators and hoists
Roofing and waterproofing
Specialty systems (kitchen equipment, lab equipment, security, audio/visual)
Each O&M manual must include: equipment specifications, operation procedures, maintenance schedules, parts lists, wiring diagrams, control sequences, troubleshooting guides.
3. As-Built Drawings
Marked-up field drawings showing actual conditions as installed
All deviations from design documented
System riser diagrams updated with actual routing
Floor plans updated with final fixture locations
Electrical one-line diagrams with actual panel schedules
Plumbing and HVAC isometric routing
Labeled with "FINAL AS-BUILT" stamp and signed by responsible parties
4. Warranty Documentation
Manufacturer warranties by product/system (equipment warranties with dates and coverage limits)
Workmanship warranty from contractor (typically 1 year from substantial completion)
Extended warranties for roofing, waterproofing, windows, specialty systems
Warranty registration documents
Contact information for warranty claims by manufacturer and system
5. Training Documentation
Owner training sessions conducted by system
Video recording of training sessions (where required)
Attendance sign-in sheets with owner staff present
Training materials provided to owner
Certificates of completion provided to trained personnel
6. Spare Parts and Attic Stock
Air filters (HVAC)
Ceiling tiles (match installed type)
Paint touch-up kits (match all interior finishes)
Light bulbs/tubes (all types used in building)
Hardware (hinges, handles, locks, fasteners)
Quantities per specification requirements
Organized and stored in designated location with inventory list
7. Keys and Keying Schedule
Master keys and restricted keys provided per schedule
Complete key log documenting all keys issued
Access cards/fobs programmed and issued
Key storage security procedures documented
Keying schedule map provided to owner
8. Certificates
Certificate of Occupancy (from local building authority)
Fire Marshal approval certificate
Elevator inspection certificate (from state/local inspector)
Health Department approval (for healthcare facilities)
Any other authority having jurisdiction (AHJ) certifications
9. Testing and Balancing Reports
TAB report for HVAC systems (supply, return, and exhaust flow rates)
Fire pump test report (performance verification)
Emergency generator load test report
Fire suppression hydrostatic and flow test reports
Electrical system tests (Megger, relay calibration, coordination)
Work sufficiently complete for owner to occupy and use for intended purpose
Triggers: warranty start date begins, liquidated damages cease accruing, owner takes possession, retainage released (W Principles holds flat 10% until SC, then full release)
Owner may use space while contractor completes punch list items
Owner responsible for property insurance and utilities
Contractor maintains security and incomplete work protection
Punch List Period:
Period between substantial and final completion (typically 30-60 days)
Contractor completes all punch list items identified at substantial completion inspection
May include re-testing and re-commissioning of affected systems
Back-charges assessed for incomplete items or owner-caused damage
Final Completion:
ALL work complete including punch list items
ALL closeout documents submitted and approved by owner/PM
ALL retainage released after final inspection
Project formally closed in accounting systems
Warranty period documented and starts (if not already from substantial)
Timeline:
Typically 30-60 days from substantial to final completion
Some extended systems (roofing warranty testing) may extend closure
Final inspection required before certification
Commissioning Tracking
Systems Commissioning Workflow
Pre-Functional Testing (PFT):
Verify equipment installed correctly according to manufacturer specifications
Verify all controls wired per design documents
Verify all utilities (power, water, gas, drainage) connected and operational
Visual inspection complete before energizing or starting equipment
Documentation: checklist signed off by contractor and commissioning agent
Functional Performance Testing (FPT):
System operates through all operational modes (normal, startup, shutdown, economy, emergency, seasonal)
System meets performance criteria specified in design documents
Response to setpoint changes verified
Alarm and alert functions tested
Safety interlocks and shutdown sequences tested
Documentation: test results recorded with data logging where applicable
Integrated Systems Testing:
Systems work together as designed (fire alarm triggers HVAC shutdown, elevator recalls, pressurization sequences, etc.)
Building automation system sequences tested through actual conditions or simulation
Device verification: all initiating devices (detectors, pull stations, manual call points) installed and accessible
Programming: verify all device addresses, circuit programming, notification routes
Acceptance testing with Fire Marshal: system activation, alarm signals, emergency voice/alarm communications
Final certification: Fire Marshal approval certificate issued
Fire Suppression (Sprinkler System)
Hydrostatic test: system pressure tested per NFPA 13 requirements
Flow test: verify adequate water supply and pressure at all elevations
Trip test: activate zone valve and verify system response (may be performed during final inspection)
Fire Marshal review and acceptance: final approval certificate issued
Elevators
Installation complete: all equipment installed, mechanical work complete, electrical connections made
Inspection by State/Local Inspector: full inspection of safety devices, operation, load capacity
Load test: elevator loaded to 125% rated capacity and operated through full range
Final acceptance: State Inspector certificate issued; elevator ready for service
Emergency Generator
Fuel system test: verify fuel supply, filtration, automatic transfer from main to day tank
Load bank test: generator loaded to 75-100% rated capacity, engine temperature and voltage verified
Transfer switch test: verify automatic switchover to generator and back to utility power
Integrated test with fire alarm: verify fuel pump starts, loads generator, transfers building loads
Maintenance schedule and fuel sampling protocol established
Building Automation System (BAS)
Point-to-point verification: each input and output point verified to correct equipment
Sequence programming: verify control logic for each system and interaction between systems
Trending: historical data collection enabled for critical points
Functional Performance Testing: all control scenarios tested; response times verified; alarms tested
Plumbing
Pressure test: cold water system tested to 1.5 times max operating pressure; verify no leaks
Flow test: verify adequate flow and pressure at all fixtures for intended use
Water quality test: hot water temperature, pH, chlorine level verification; fixture flushing complete
Healthcare facilities: Legionella testing of hot water system
Electrical Switchgear and Distribution
Megger testing: insulation resistance testing of all cables and equipment
Relay calibration: verify protective relay settings and coordination
Coordination study verification: confirm protection device coordination matches design calculations
Energization sequence: controlled energization with monitoring for any issues
Load testing: progressively apply electrical loads; verify voltage drop and power quality
Project Intelligence Integration
On every /closeout invocation, automatically read the following project data to enrich closeout tracking:
Warranty Tracking from Extracted Data
Read quality-data.json → warranties[]
Pull all extracted warranty records and build the Warranty Closeout Checklist automatically
For each warranty, check registration.status — flag any with status pending where registration.deadline_date is within 30 days
Cross-reference warranties[].installer against directory.json → subcontractors[] for contact info on missing warranty documents
Cross-reference warranties[].spec_section against specs-quality.json → spec_sections[] to verify warranty duration meets specification requirements
Track warranty start date triggers — if start_trigger = "substantial_completion", auto-populate start_date when project-config.json → substantial_completion_date is set
Commissioning Test Results
Read quality-data.json → system_tests[]
Pull all system test results (TAB, fire protection, electrical, plumbing, envelope) to auto-populate commissioning checklist status
For each system in the closeout checklist, check if corresponding test records exist with result = "pass"
Flag systems with no test records or with result = "fail" / "conditional_pass" that still need re-test
Cross-reference system_tests[].witnessed_by to verify third-party witness requirements are met
O&M Manual Completeness
Read quality-data.json → equipment_data[]
For each equipment item, verify O&M manual has been extracted and structured data exists
Check for required sections: operation procedures, PM schedules, parts lists, emergency procedures
Cross-reference equipment tags against procurement-log.json to verify all procured equipment has corresponding O&M data
Flag equipment with missing or incomplete O&M documentation
As-Built Drawing Status
Read plans-spatial.json → as_built_overlay
Pull as-built completion status by discipline from as_built_overlay.as_built_status[]
Calculate overall as-built completion percentage
Flag disciplines below 100% completion — list specific sheets still needing markup
Cross-reference deviations against change-order-log.json to verify all field changes are documented
Extended reference: Detailed examples, templates, scoring rubrics, and best practices are in references/skill-detail.md.