Playbook · 45 min
Closeout packet
Start at award. Finish to collect retainage.
- 01Folders at award
Do not start at punch.
- 02Lots and tests as you go
Especially pharma.
- 03Warranties with correct names
Legal entity, project name, dates.
- 04Waivers
As required to release retainage.
- 05Attic stock receipt
Signed. Quantities. Not 'we left some drums.'
Never
- Promise a 10-year warranty we do not have.
- Send an empty 'closeout coming soon' forever.
Escalate if
- Client holds 10% for a missing SDS.
- Warranty form does not match the installed system.

