Substantial & Final Completion Deliverables Checklist

Substantial & Final Completion Deliverables Checklist

Substantial & Final Completion Deliverables Checklist

Submitted Date / Signature / To: / Distribution * / Received Date / Signature
From: / CM/GC PM Name /  / FPC / , @admin.usf.edu
CM/GC /  / PPD
Via 1: / A/E PM Name /  / EHS
A/E /  / USF IT
Via 2: / UF, PM /  / User Group
@admin.usf.edu /  / UG Facilities
Project: / UF-000 / 
Project Name / 
Substantial Completion Date: / * Please check deliverables for quantity as noted on this checklist.
Final Completion Date: / Contractor CM GC / Other / GC/CM/DB Name

(Contractor to assemble, verify and submit; Architect to consolidate, review and deliver all required documents to the University Project Manager for distribution)

Submitted / Reviewed / Distribution by FPC
Required / Item /

Description

/ Initiate /
Performed /

Review /Verification

/ Target
DateDate / Completed /
Delivered
Date / CM/GC Submittal / A/E Approval / FPC / PPD / EHS / USF IT / User Group / User Facilities / Others

University Construction Administration Documentation

 / 0A / PMG-25A Substantial & Final Completion Deliverables Checklist1 / GC/CM /

A/E

/ O / 1 / 1 / 1 / 1 / 1
 / 0B / Construction Utilities Coordination: PMG-23B Meter Data Sheets (bound set) / GC/CM /

PPD

/ 1 / O
 / 0C / Facilities Turnover Process: PMG-24A PPD Utility Turnover / GC/CM /

PPD

/ 1 / O
 / 0D / Facilities Turnover Process: PMG-24B Communications Facilities Turnover / GC/CM /

USF IT

/ 1 / O
 / 0E / Facilities Turnover Process: PMG-24C Parking Services Facilities Turnover / GC/CM / PTS / 1 / O PTS
 / 0F / PMG-04 SUS Database Collection Form / A/E / FPC / O
 / 0G / PSG-7 Facilities Classification for Energy Consumption / A/E / FPC / O
 / 0H / PSG-9 Energy Lifecycle Cost Analysis Summary Form / A/E / FPC / O / 1 / 1
 / 0I / SFM Approval to Occupy 2 / SFM / BCA / O / 1 / 1 / 1 / 1 / O BCA
 / 0J / BCA-7B USF BCA Certificate of Occupancy / BCA / BCA / O / 1
 / 0K / BCA-8A USF BCA Certificate of Completion / BCA / BCA / O / 1
 / 0L / PMG-43 Construction Projects Keying Process / GC/CM / FPC / O / 1 / 1

Certificate of Substantial /Final Completion

 / 1A / PMG-25B Substantial Completion Verification / GC/CM / A/E / O / 1 / 1 / 1 / 1 / 1
 / 1B / UPM-H1 Certificate of Substantial Completion 3 / GC/CM / A/E / O / 1 / 1 / 1
 / 1C / PMG-25C Final Completion Verification / GC/CM / A/E / O / 1 / 1 / 1
 / 1D / UPM-H2 Certificate of Contract Completion – Contractor / GC/CM / A/E / O
 / 1E / UPM-H3 Certificate of Contract Completion – A/E / A/E / FPC / O
 / 1F / UPM-H4 Assignment of Antitrust Claims / GC/CM / FPC / O
 / 1G / UPM H5 Certificate of Non-segregated Facilities / GC/CM / FPC / O

Final Release of Liens & Account Closeout

 / 2A / Subcontractors & Suppliers Notice to Owners (bound set) / GC/CM / FPC / O
 / 2B / Subcontractors & Suppliers Final Release of Liens (bound set) 4 / GC/CM / FPC / O
 / 2C / WO Accounts Release from USF IT / FPC / USF IT / O / 1
 / 2D / WO Accounts Release from PPD / FPC / PPD / O / 1
 / 2E / WO Accounts Release from USFCS (USF Computer Store) / FPC / CS / O / USF CS
 / 2F / WO Accounts Release: / FPC / O
 / 2G / Additional Services Authorization Release(s) from A/E 5 / A/E / FPC / O

Bonds & Insurance Documentation

 / 3A / UPM-F3 Consent of Surety to Final Paymen / GC/CM / FPC / O
 / 3B / CM/GC Insurance Certificate and Renewal Statement 6 / GC/CM / FPC / O / 1
 / 3C /

PMG-06B Insurance Coverage Request Form

/ FPC / EHS / O / 1

Substantial Completion Punchlist

 / 4A / Consolidated List of Contract Corrections and Enhancement Work 7 / A/E / A/E / O / 1 / 1 / 1 / 1 / 1
 / 4B / FPCPunchlist / FPC / A/E / O / 1 / 1 / 1
 / 4C / UG, User Group Punchlist / UG / A/E / O / 1 / 1 / 1
 / 4D / UG FAC, User Group Facilities Punchlist / UF FAC / A/E / O / 1 / 1 / 1
 / 4E / A/EPunchlist / A/E / A/E / O / 1 / 1
 / 4F / PPDPunchlist / PPD / A/E / O / 1 / 1
 / 4G / USF ITPunchlist / USF IT / A/E / O / 1 / 1 / 1
 / 4H / EHS Punchlist / EHS / A/E / O / 1 / 1 / 1
 / 4I / ADAPunchlist / FPC / A/E / O / 1 / 1 / ADA Office
 / 4J / UPD Punchlist / UPD / A/E / O / 1 / 1 / UPD
 / 4K / BCA Code Deficiencies / BCA / A/E / O / 1 / 1
 / 4L / SFM Life Safety Deficiencies Reports / BCA / A/E / O / 1 / 1 / 1
 / 4M / GC/CM Corrective Work Response and Verification / GC/CM / A/E / O / 1 / 1

Warranties & Guarantees

 / 5A / Bound Volumes of Warranties and Guarantees / GC/CM / A/E / 1 / O / O
 / 5B / Directory of Suppliers, Vendors & Subcontractors / GC/CM / A/E / 1 / O / O
 / 5C / UL Certification of Lightning Protection / GC/CM / A/E / 1 / O / O
 / 5D / UL Master Label for lightning protection system / GC/CM / A/E / 1 / O / O
 / 5E / Roof Warranty / GC/CM / A/E / 1 / O / O

Tests, Reports & Permits

 / 6A / Comprehensive Building Commissioning Report / A/E / O / 1 / 1
 / 6B / HVAC System Commissioning Report / A/E / O / O / O
 / 6C / LEED (HVAC&R, lighting & daylighting control, hot water) Commissioning Report / A/E / O / O / O
 / 6D / LEED Certification Documentation (design phase submittals) / A/E / O / O / 1
 / 6E / LEED Certification Documentation (construction phase submittal) / GC/CM / A/E / O / 1 / 1
 / 6F / Weather Envelop Commissioning Report / A/E / FPC / O / 1 / 1
 / 6G / PMG-20B Roof Inspection Forms (bound set) / GC/CM / FPC / O / 1 / 1
 / 6H / Initial IAQ Report / FPC / O / 1 / O / 1
 / 6I / Test & Balance Report / GC/CM / A/E / O / O / 1 / O BCA
 / 6J / Approved Battery Calculations / GC/CM / A/E / O / O / 1 / O BCA
 / 6K / Pressure testing of Fire Protection System / GC/CM / BCA / O / O / 1 / 1 / O BCA
 / 6L / Contractor Certification of Main Drain System / GC/CM / BCA / O / O / 1 / 1 / O BCA
 / 6M / Pressure testing of non-Fire Suppression system piping / GC/CM / A/E / O / O / 1 / O BCA
 / 6N / SFM Inspection Reports (final clearance letter with “no findings”) / SFM / BCA / O / 1 / 1 / 1 / O BCA
 / 6O / Elevator Inspection and Certification / GC/CM / PPD / 1 / O / 1 / O BCA
 / 6P / Video Tape of Underground Lines 4” or greater / GC/CM / GC/CM / O / 1
 / 6Q / Threshold Inspection Reports (bound set) / A/E / A/E / O / 1 / 1 / O BCA
 / 6R / Construction Testing Reports (bound set) / GC/CM / A/E / O / 1 / 1 / O BCA
 / 6S / Communications Cable Testing Reports / GC/CM / A/E / 1 / 1 / O / 1
 / 6T / SWFWMD Stormwater Permit- Certificate of Completion / A/E / FPC / O
 / 6U / DEP NPDES NOI and NOT (when greater than 1 acre) / GC/CM / FPC / O
 / 6V / PMG-19 Construction Site Stormwater Inspection (CSSI) Reports (bound set) / GC/CM / FPC / O
 / 6W / Potable Water Pressure Testing / GC/CM / A/E / O / 1 / 1 / O BCA
 / 6X / Potable Water Testing & Sampling Report / GC/CM / PPD / O / 1 / 1 / O BCA
 / 6Y / Condensate Analysis Report / GC/CM / A/E / O / 1 / 1

Property & Replacement/Attic Stock Survey

 / 7A / Delivery of Building Keys / GC/CM / PPD / O / O
 / 7B / Final Property & Replacement/Attic Stock Survey List / GC/CM / PPD / O / O
 / 7C / Delivery of Property & Replacement/Attic Stock / GC/CM / PPD / O / O
 / 7D / UPM-H13 Inventory and delivery of all CM purchased equipment.8 / GC/CM / FPC / O

Owner/User Group Training & Documentation

 / 8A / Training Topics Plan / A/E / GC/CM / O / 1
 / 8B / Record of Training Topics, Venue and Sign-in Sheets / GC/CM / GC/CM / O / 1
 / 8C / Video Recording of Training Sessions / GC/CM / GC/CM / O / 1

Record Drawings (required at 30 days post SC)

 / 9A / Printed Corrected Record AutoCAD Set (half-size set) / A/E / FPC / 1 / 1
 / 9B / Printed Corrected Record AutoCAD Set (full-size set) / A/E / FPC / 1 / 1
 / 9C / Corrected AutoCAD .dwgRecord Files / A/E / FPC / 1 / 1 / 1
 / 9D / Record Drawing .pdf Files / A/E / FPC / 1 / 1 / 1 / 1
 / 9E / Original As-Built Record Redline Print Set / GC/CM / FPC / O
 / 9F / BIM model / A/E / FPC / O

Record Specifications

 / 10A / Original As-Built Record Specifications / GC/CM / A/E / O
 / 10B / Corrected Record Word .doc Files of Specifications / A/E / A/E / 1 / 1 / 1

Shop Drawings

 / 11A / Bound & Tabbed Approved Fabrication and Shop Drawings9 / GC/CM / A/E / O
 / 11B / Bound & Tabbed Product Data and Cutsheets / GC/CM / A/E / O

Operation & Maintenance Manuals

 / 12A / Bound & Tabbed Operations and Maintenance Manuals 10 / GC/CM / GC/CM / O / O
 / 12B / PMG-21B Warranty Phase Elevator Maintenance Form (initial inspection completed) / O
 /
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 /
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Notes

The A/E and the CM/GC in review with FPC Project Manager shall determine required deliverables per A/E and GC/CM contracts. In this initial meeting responsibility of the A/E and the GC/CM in support of the UF Construction Administration and Substantial Completion process shall be established.

1. Attach an updated copy of the Substantial & Final Completion Deliverables Checklist as a transmittal on the occasion of each deliverables submittal.
2. Approval to Occupy is provided by SFM through BCA. BCA will then issue the University’s Certificate of Beneficial Occupancy.
3. Submit 3 signed original (CM/GC, A/E, State Comptroller), 3 file copies (FPC, University Insurance, and FPC Accounting) and in addition, attach a copy to each substantial completion payment request submittal.
4. Contractor to provide all documentation as required under FS 713.132(3) which require proper termination of construction contract only when lien waivers indicating full or pro-rata payment in accordance with article 713.06(4) are provided to the Owner.
5. A/E to provide release letter indicating return of unspent/remaining fee(s) to Owner, including on behalf of all consultant(s) for all additional services authorization(s).
6. Required if final completion date exceed contract number of days allowed from substantial completion date.
7. A/E to consolidate all punchlist and corrective work and provide written satisfactory responses to all
8. All equipment purchased under General Conditions and Cm Fees for the use of the CM during construction administration shall be surveyed and inventoried and delivered to the Owner.
9. One set of bound and tabbed approved shop drawings must be submitted to PPD. During construction administration phase, copies of the approved shop drawings must be provided to FPC for review if the substantive changes are made to the approved contract documents through the shop drawing review process by the Architect/Engineer or University desires clarification in regard to conformance with the University Construction Standards.
10. A complete set (with the exception of Telecomm and A/V portion) shall be delivered to PPD. Telecomm For required information to be included in the User Group copy, discuss with User Group. The A/V and Telecom portion of the O&M manual should be separately prepared and delivered to USF IT for their use.

OOriginal bound (and tabbed) printed set(s). Electronic (digitized/scanned) versions can be substituted for additional sets of deliverables.

The A/E and theCM/GC in review with FPC Project Manager shall determine which portions of the project deliverables must be divided or duplicated for separate distribution to FPC, PPD, USF IT, User Group and User Group Facilities.

File:PMG-25A Completion Deliverables Checklist.doc

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