Get Substantial Completion Checklist

Completing the Substantial Completion Checklist online is an essential step in ensuring that all project requirements are met before finalizing acceptance. This guide will provide you with clear and supportive instructions to help you navigate each section of the checklist effectively.

Follow the steps to complete the Substantial Completion Checklist online.

1. Press the ‘Get Form’ button to access the checklist and open it in the online editor.
2. Begin with the project title and number at the top of the form. Ensure you enter this information accurately to reflect the specifics of your project.
3. In the section for contractor verification, provide written notice that all incidental corrective work has been completed. This may involve reviewing the punch list and noting any outstanding items.
4. Confirm that all work was completed in accordance with the contract requirements. This confirmation is crucial for moving forward.
5. Print your name and sign to verify your involvement in completing the checklist.
6. The architect/engineer (A/E) must conduct a final on-site inspection in consultation with the project manager and owner. Document this inspection within the checklist.
7. The A/E should confirm the review and approval of the final 'As-Built' Record Documents from the contractor. Make sure to incorporate this into the form.
8. The project manager (PM) must verify the resolution of any claims or disputes and validate that all final approvals and change orders are processed.
9. The PM must ensure that all affidavits of wages paid are submitted as required.
10. Complete verification of post-commissioning adjustments and issues. The commissioning authority should submit the final report for review.
11. Obtain the A/E’s recommendation for acceptance, ensuring all work is deemed acceptable per the contract.
12. Next, the client agency acceptance section requires signatures and dates. Enter this information to finalize the checklist.
13. The PM determines the date of final completion and records it into the checklist.
14. Verify that your project meets reporting requirements regarding apprenticeship participation.
15. Ensure that any claims or disputes have been resolved before closing out the project.
16. Complete final contractor invoicing, ensuring all payments, including retainage, are documented.
17. Notify the contracts specialist to proceed with closing the project in the diversity compliance program.
18. Document the date of final acceptance by the engineering and architectural services (E&AS) team.
19. Notify the involved parties (A/E, client agency, and contractor) of the final acceptance.
20. Record that final acceptance has been advertised, initiating the 45-day lien period.

Complete your documents online today to ensure a smooth project completion.