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13. The ERAS PM and Owner determine the Substantial Completion date. 14. Certificate of Substantial Completion issued and Warranty Period begins.
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How to fill out substantial completion checklist

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How to fill out substantial completion checklist:

01
Begin by reviewing all project components to ensure they have been completed according to specifications, including construction work, installations, and inspections.
02
Verify that all relevant documentation, such as permits, certificates, and warranties, are in place and up to date.
03
Check for any outstanding punch list items or incomplete tasks that need to be addressed before finalizing the checklist.
04
Evaluate the overall quality of the project, assessing if it meets the required standards and if any deficiencies or defects are present.
05
Make sure all necessary tests and inspections have been conducted and properly documented, such as structural integrity, mechanical systems, and safety measures.
06
Confirm that all closeout procedures, such as final payments, lien releases, and subcontractor agreements, have been completed.
07
Obtain appropriate signatures and approvals from all relevant parties involved in the project, including the owner, architect, contractor, and any other relevant stakeholders.

Who needs substantial completion checklist:

01
Project managers and contractors overseeing construction projects.
02
Architects and designers involved in the project.
03
Inspectors and regulatory authorities responsible for ensuring compliance with building codes and regulations.
04
Property owners and stakeholders who want to ensure that the project has reached a significant stage of completion.
05
Financial institutions or lenders providing funding for the project, as they may require a substantial completion checklist as part of their disbursement and approval process.
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A substantial completion checklist is a document used to verify that a construction project has reached a stage where it is sufficiently complete for the owner to occupy or utilize the project for its intended purpose.
Typically, the contractor or construction manager is required to file the substantial completion checklist, often in coordination with the project owner and relevant stakeholders.
To fill out a substantial completion checklist, the responsible party should review the project's specifications, list all completed items, indicate any outstanding items, obtain necessary signatures, and submit the document to the appropriate authority for review.
The purpose of the substantial completion checklist is to formally document that the project meets the criteria for substantial completion, allowing the owner to take possession of the project while noting items that may still need attention.
The substantial completion checklist must report details such as completed work items, outstanding items, dates of completion, responsible parties for pending work, and any necessary approvals or signatures.
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