Closeout, punch lists and warranties
How a project is closed out: substantial and final completion, a punch list that can be closed, the closeout package, and how warranties are issued, kept in force and claimed on.
4 lessons · about 79 min · 12 diagrams · 5 videos
Version 1.0.0
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Lessons
0 of 4 complete
Lesson 1 · 18 min · 12 slides · 16 questions
Closeout, punch lists and warranties: principles and terminology
What closeout is, the two completion milestones, who writes and checks a punch list, how a warranty differs from maintenance, and which warranties sit on a flashing job.
You will be able to: Explain, in the words of the forms and specifications used here, what the Certificate of Substantial Completion records, what a punch list is and what final completion follows, how a warranty differs from maintenance, and who prepares, checks and accepts each closeout document.
Not startedStart →Lesson 2 · 21 min · 12 slides · 20 questions
Closeout, punch lists and warranties: materials, standards and design constraints
Where closeout and warranty rules are written, what two public specifications ask for, how a federal clause and two makers' forms differ, and how to read terms, exclusions, notice clocks and finish tiers.
You will be able to: Identify where closeout and warranty requirements come from, read a warranty form for its term, conditions and exclusions, and compare finish-warranty tiers without overstating them.
Not startedStart →Lesson 3 · 21 min · 12 slides · 20 questions
Closeout, punch lists and warranties: methods and worked application
The closeout sequence, how to assemble the package, how to write a punch item that can be closed, and four worked examples: a warranty register, a joint count, a notice clock and a response clock.
You will be able to: Run a closeout in order, write a punch item that can be closed, build a warranty register with dates, and respond to a claim inside its notice and response clocks.
Not startedStart →Lesson 4 · 19 min · 12 slides · 19 questions
Closeout, punch lists and warranties: defects, verification and case study
The defects a flashing punch walk finds, how to sort each into punch work, warranty or maintenance, what takes coverage away, the evidence a claim needs and a constructed month-7 case study.
You will be able to: Sort an observed defect into punch work, a warranty item or a maintenance item, choose the corrective option, and document the evidence a reinspection or a claim will need.
Not startedStart →
Practical task
Produce a closeout packet for a defined parapet coping job and a warranty claim file for a stain that appears in month 7: decide who issues each warranty and when it starts, write a punch list in the layout taught here, build a warranty register with dates, and classify a defect.
Hand in
- A one-page decision rationale: each warranty on the job (contractor, maker, finish), who issues it, when it starts and which text you used to decide.
- A punch list for the coping run in the layout taught here (exterior first, items grouped by element, project header), with every item naming place, element, defect, responsible party and reason, and with the value column left blank because the contract decides who sets it.
- A warranty register with start dates, end dates, review dates, the party to notify and the maintenance each warranty needs, using example dates you state.
- A claim file for the month-7 stain: the classification as punch work, warranty or maintenance, the notice text and who receives it, the evidence list and the response clock.
- A defect analysis for one finding from the coping checklist, naming the corrective option and how a reinspection will verify it.
Rubric
| Criterion | Meets the standard when |
|---|---|
| Whose rule | Each decision names the contract, clause or form it rests on, and does not state a warranty period for AFS. |
| Punch list quality | Every item names place, element, defect, responsible party and reason, is ordered exterior first, and leaves the value blank rather than inventing one. |
| Warranty register | Each warranty has its own start date, term end, review dates and notice party, and the repaired work gets a new row. |
| Notice and response clocks | The claim file reads the notice clock from the stated form, sends written notice to the right party and sets the response time from the contract. |
| Classification and evidence | The stain is sorted into punch work, warranty or maintenance with a reason, and the evidence list has photographs, a log and fixed reference points. |
| Safety | The packet names the fall protection plan and the safety lead before any roof visit and treats a walk that repairs as repair work. |