1. Project Closeout Issues A Review of Critical Tasks Required During the Closeout Process

2. Purpose Identify Tasks Commonly Overlooked Recent, Relevant Changes Answer Questions/Suggest Solutions

3. Construction Closeout Checklist

4. Contractual Requirements for Substantial Completion List Under Construction, Draft Ready by 10/7, Final by 10/11

5. Lessons Learned Bulletins 50 Issued – Review Them Relevant to End of Project #2 – Schedule 40 PVC Pipe #18 – Toilet Tissue Dispensers #23 – Sink, Soap & Towel Dispensers #25 – OEHS #42 – Pigeon Roosting

6. Locks & Keys Keying/Locks (B.3) Provide Lock Shop w/ Required Info Including: Submittals Plans w/ Room Numbers (Keys & Signage) Contractor Hardware Submittals Timing Start Process 90 Days Before Substantial Completion or 120-150 Days Before Occupancy Order Keys at Least 8 Weeks Before Occupancy Contact – Charles Garcia @ (213) 745-1650

7. Document Turnover Operating & Maintenance Manuals (B18 ) 45 Days Before Substantial Completion Send 1 Copy to M&O ASAP, i.e., Before Training Send 1 Copy to AE for Review (Approval Not Required) Contact – Dave Glosser @ (213) 633-7273* * M&O Hours Are 7:00 a.m. to 3:30 p.m.

8. Document Turnover B62 - Submit Test and Balance reports Due 10 Days After Work Done Submit to AE for Approval Some Reports Are Required For Occupancy

9. Training Training (B45-B49) Coordinate & Verify Training Schedule Solidify Training Dates – Can’t Be Continually Changed All Equipment Must Be Running Maintenance & Operations Manuals Available for Study DO NOT ALLOW TRAINING TO BE DONE ON CERTIFIED FIRE ALARM SYSTEMS Contact - Dave Glosser @ (213) 633-7273

10. Document Turnover Permits (C18-C20) “B” Permit Work Inspection Approval/Permits (Streets, Drains, Lights) Utility Clearance Letters Regulatory Agency Operating Permits SCAQMD (Generators, Boilers, etc.) Health Department (Food Service, Pools, etc.) Other (Elevators, Compressors, Underground Tanks) Fee/Permit Payment Records Approvals/Permits – Official Documents

11. Document Turnover Warranty/Guaranty (C21) Draft (Unsigned) Submittal Prior to Substantial Completion Format – Reference 01740 – “…preprinted written warranties published by individual manufacturers…” Submit to AE for Review & Approval

16. Change Orders Change Order Completion/Resolution (B20-B22) 50-60 Days Prior to Substantial Completion Verify Status of Known COs, RFPs, COPs and Associated Work Complete Negotiations Process Change Orders Clarification Contractor Will Not Be Paid For CO Work Done After Substantial Completion Letter Issued Processing of Paperwork is OK After Substantial Completion Letter is Issued

17. Change Orders 30%+ Being Rejected By DSA Common Reasons Inadequate Description of Work & Reason Form/Drawings Not Signed/Sealed by AOR or Engineer Incorrect CO/Contract Amount Values Entered Referenced Drawings/Sketches Not Included Missing/Incorrect DSA Application Number Missing/Incorrect DSA File Number Lessons Learned Bulletin #47 (New)

18. Playground - Certification 2 Spec Sections 02791 – Playground Surface Systems Submittals – Drawings, Colors, & Certificates/Statements & $1,000,000 Product & General Liability Insurance 02881 – Playground Equipment and Structure Submittals – Drawings, Product Data, & Manufacturers Statements of Compliance with Contract & DSA Approval OEHS Approval Required Before Installation OEHS Requires Playground Safety Inspection by Certified Playground Inspector (CPI)

19. Playground - Equipment Most Phase I Project Specs Are “Old” May Not Meet OEHS Requirements Manufacturer Does Not Even Recommend the Specified Product for LAUSD Use Will Probably Need To Be Replaced w/i 1-2 Years How to Proceed: 1. If OEHS Has Reviewed & Approved Submittals, Install Per Contract 2. If OEHS Has NOT Reviewed & Approved Submittals, Write Change Order & Install “New” Spec Equipment

20. Athletic Fields (Grass) Should Be Installing : Hybrid Bermuda GN-1 Tifgreen Should Not Be (But Are) Installing Fescue in some areas 1 Check Specs – Some AEs Incorrectly Specified Use of Fescue 1 Fescues Allowed for General Use and Ground Cover

21. Substantial Completion Substantial Completion (00700 1.48)* “The stage on the progress of the Work when all of the requirements of the Contract are substantially performed and completed so OWNER can have beneficial use and occupancy of the Work as intended under the Contract subject only to remaining minor and trivial defective Work, if any.” * If the Construction Closeout Checklist has been followed, Substantial Completion will be a piece of cake!!

22. Construction Closeout Checklist

23. Partial Occupancy OAR/IOR/AOR/Contractor inspect area(s) to be occupied and record/document status of completion OAR & Contractor document (in writing) interim agreement on responsibility for : safety (barricades, fencing, etc.) security, maintenance, utilities, damage to the Work, Insurance, warranties and guarantees, and Providing copy of most current “as-built” drawings to M&O

24. Partial Occupancy

26. OAR/IOR/AOR/Contractor inspect area(s) to be occupied and record/document status of completion OAR & Contractor document (in writing) interim agreement on responsibility for : safety (barricades, fencing, etc.) security, maintenance, utilities, damage to the Work, Insurance, warranties and guarantees, and Providing copy of most current “as-built” drawings to M&O Stock for Occupancy (Toilet Paper, Soap, Paper Towels, Etc.)

27. Partial Occupancy Approvals OAR Certification Letter (Building Ready For Intended Use) IOR Form 6 (Building Is Safe To Occupy) OEHS Checklist w/ Approvals