POLICY: Owner’s Project Closeout Meeting

PURPOSE: To develop a plan and time line for completion of all open issues and contractual requirements necessary to receive final retainage payment.


PROCEDURE: No later than (60) days prior to anticipated completion of the project, the Project Manager shall schedule with all pertinent Owners representation a meeting to discuss all open project items, including contractual requirements by both parties to achieve formal project closeout and final retainage payment.

Agenda categories shall include:
1. Open Field Items
2. Close Out Document & Warranty Status
3. Administrative Close Out Requirements
4. Misc. Closeout Items

See attached meeting agenda templates for reference.

Tristan Owners Close Out Meeting

South City Owners Close Out Meeting


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