POLICY: Project Close-Out Action List

PURPOSE: To ensure all costs are accounted for and that Carter & Carter will not encounter any liability after the job is closed out.

RESPONSIBILITY: Project Manager

PROCEDURE: The Project Manager is to ensure that all bills and claims have been completely resolved in conjunction with the completion of the Close-out Action List within 60 days of substantial completion. Close Out Action Item list shall be generated at least 90 days prior to anticipated turnover of the final building. (Note: in some cases, such as the creation of O&M manuals, owner training, etc., initiation of such tasks may need to be complete prior to turnover of the first building.)

See attached sample Close Out Action Item Log

“Close Out Action Item Log”

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