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FINAL PROJECT CLOSE-OUT
  1. Close Out Process Begins
    1. PM/CM/Other Initiates Workflow in Doc Mgmt.

  1. PM or CM (Review Items have been completed)
    1. Confirms that all contract change requests have been negotiated and incorporated into change orders.
    2. Confirms that all construction punchlist tasks have been completed.
    3. Confirms receipt of record set / as-built drawings from contractor.
    4. Confirms receipt of warranty documents.
    5. Processes final payment request.

  1. Email Notification Regarding Project Close-Out
    1. Directors & Assoc. Vice Chancellors get notified.

  1. Upload As-Built Drawings (Suzy) - Email Notification
    1. Upload to ePlanRoom

  1. Pictures Uploaded from Building - Email Notification
    1. Sharif R.

  1. Retention Kick-Off - Email Notification
    1. Contracts (Retention for project documents should be started)

  1. SharePoint Folder Cleanup
    1. Jeanne P.

  1. Review Following Documents are completed
    1. CIB
    2. PIF/PAF
    3. Adjusted Schedule
    4. Place draft CIB and 505 in SharePoint

  1. Review draft CIB and 505 for Completeness
    1. Assoc. Vice Chancellor Review

  1. Create/Route DocuSign for CIB & 505
    1. Update CIB Info in Project Website and ttach document

  1. Update UCOP System with Latest Data
    1. Upddated only if the project is an Approved UCOP Project

  1. Accounting Review
    1. Close account in Application's site/CapSTAR
    2. Check on the milestone tab for "accounting close-out date"

  1. SharePoint Project is moved from Active to Archive
    1. Move Project to Archive