SOP Templates > Home Builder > Project Closeout > Substantial Completion Checklist

Substantial Completion Checklist for Home Builder

This checklist is designed to guide home builders through the substantial completion phase of a custom home project. It ensures that all major work is complete, code inspections are verified, utilities are functioning, life safety items are checked, punch lists are completed, deficiencies are documented, and the home is ready for client walkthroughs. This process is crucial for confirming that the project meets contractual obligations and is ready for occupancy. Effective communication with trades and the project manager is essential throughout this process.

Confirm all major work is complete

Step 1: Review construction plans

Examine the construction plans and specifications to ensure all elements are completed. Cross-reference with the project schedule to confirm that all tasks are marked as complete.

Step 2: Conduct site inspection

Walk through the entire site, checking each room and exterior area. Look for unfinished work or areas that do not meet the quality standards specified in the contract.

Step 3: Verify completion with subcontractors

Communicate with subcontractors to confirm that their respective scopes of work are complete. Obtain written confirmation or sign-offs where necessary.

Verify code inspections

Step 1: Check inspection records

Review the inspection records to ensure all required inspections have been completed. Verify that there are no outstanding issues or violations.

Step 2: Schedule final inspection

If any inspections are pending, schedule them with the local building authority. Ensure that all necessary documentation is prepared and available for the inspector.

Step 3: Address inspection issues

If any issues were noted during inspections, coordinate with the relevant trades to resolve them promptly. Document the resolution process for future reference.

Ensure utilities function

Step 1: Test electrical systems

Check all electrical outlets, switches, and fixtures to ensure they are functioning correctly. Use a multimeter to verify voltage levels where necessary.

Step 2: Verify plumbing systems

Run water through all faucets and check for leaks. Ensure that hot water is available and that all drains are functioning properly.

Step 3: Check HVAC operation

Test the heating and cooling systems to ensure they are operating efficiently. Check thermostats and air filters for proper function.

Check life safety items

Step 1: Inspect smoke detectors

Test all smoke detectors to ensure they are functioning and properly located. Replace batteries if necessary.

Step 2: Verify fire alarm systems

Check that fire alarms are installed and operational. Conduct a test to ensure they are audible throughout the home.

Step 3: Ensure clear emergency exits

Walk through all emergency exit routes to ensure they are clear and accessible. Check that exit signs are visible and illuminated.

Complete punch lists

Step 1: Compile punch list items

Gather all punch list items from previous inspections and client feedback. Prioritize them based on importance and complexity.

Step 2: Assign tasks to trades

Distribute punch list items to the appropriate trades for completion. Set deadlines and monitor progress to ensure timely completion.

Step 3: Verify completion of punch list

Inspect each item on the punch list to ensure it has been addressed satisfactorily. Obtain sign-off from the project manager or client where applicable.

Document deficiencies

Step 1: Identify unresolved issues

List all deficiencies that remain unresolved. Include details such as location, nature of the issue, and potential impact.

Step 2: Communicate with client

Inform the client of any outstanding deficiencies. Provide a timeline for resolution and discuss any potential impacts on occupancy.

Step 3: Maintain deficiency log

Keep a detailed log of all deficiencies, including actions taken and communication with the client. Update this log as issues are resolved.

Prepare client walkthrough readiness

Step 1: Conduct final cleaning

Arrange for a thorough cleaning of the home, including floors, windows, and surfaces. Ensure that the home is free of construction debris and dust.

Step 2: Stage the home

Set up any necessary staging elements to enhance the presentation of the home. This may include arranging furniture or decor items.

Step 3: Verify operational systems

Double-check that all systems, such as lighting, HVAC, and appliances, are functioning properly. Address any last-minute issues that arise.

Communicate with trades and project manager

Step 1: Schedule regular meetings

Hold regular meetings with trades and the project manager to discuss progress and address any concerns. Use these meetings to align on priorities and deadlines.

Step 2: Provide updates

Keep all parties informed of any changes or developments. Use email or project management software to distribute updates and track responses.

Step 3: Resolve conflicts

Address any conflicts or misunderstandings promptly. Use clear communication and documentation to facilitate resolution and maintain project momentum.

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