ESTABLISHED 2007. OWNER-FOCUSED MANAGEMENT.SOUTHERN CALIFORNIA
SJB Management Corp

CONSTRUCTION & CLOSEOUT / SJB MANAGEMENT CORP

Plan the handover before the final walkthrough.

The conversations that help connect construction completion with the transition to facility use.

Illustrative classroom with a handover binder and keys on the teacher’s desk
PERSPECTIVE FOR THE WORK AHEADIllustrative imagery
01

Give closeout its own work list

Completion includes information and follow-up as well as physical work. Establish the items that need coordination, identify the responsible participants, and review what the project agreements require. A shared list helps the district understand what remains.

  • Required closeout documentation
  • Outstanding construction items
  • Responsible contacts and follow-up actions
02

Coordinate the transition

The people who will use and manage the facility need a clear path to the relevant project information. Coordinate handover discussions with the district and its project partners, keeping unresolved items visible as responsibilities transition.

  • Handover information and district contacts
  • Items awaiting completion or clarification
  • The follow-up process for remaining work
03

Maintain a path for warranty questions

After construction, a district may need help coordinating questions with the responsible project participants. Organize the contact information and records needed to raise an issue and track the response. Warranty obligations remain governed by the applicable agreements.

  • Who receives a reported issue
  • Which records support the follow-up
  • How the response and next step are tracked

These discussion points are general guidance for a project conversation. The appropriate process and responsibilities depend on the district, the assignment, and the applicable project agreements.

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