Substantial completion checklist 2026

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  1. Click ‘Get Form’ to open the substantial completion checklist in the editor.
  2. Begin by entering the project title, project number, agency, contractor, facility, client agency representative, architect/engineer, and E&AS project manager at the top of the form.
  3. In the action section, verify that all close-out requirements from the construction close-out meeting are identified. Check off each item as you confirm its completion.
  4. For items related to building commissioning and system functionality, ensure that all systems are functioning as designed and that utilities are connected and operational.
  5. Complete any necessary LEED submittals and reports. Ensure these documents are uploaded to USGB as required.
  6. Schedule an inspection with relevant parties to review work and remaining punch list items. Document any additional items noted during this inspection.
  7. If applicable, indicate areas of partial substantial completion and establish a punch list completion schedule.
  8. Confirm receipt of all required permits and documentation listed in the checklist before finalizing your submission.

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A certificate of completion typically indicates finishing a specific educational program or course, often focusing on a narrow skill set. These certificates are commonly awarded by educational institutions or training providers, helping individuals gain foundational knowledge or skills in a particular area.
The completion checklist is designed to ensure that both parties are aware of what documents will be required at settlement and who will be responsible for obtaining/providing them.
Defining Substantial Completion Substantial completion means the project, or a portion of the project, is fit for its intended use. The owner can then occupy and use the property.
Certificate of Substantial Completion vs. Certificate of Occupancy. It is essential to note that a certificate of substantial completion is between the contractor and the owner. On the other hand, certificates of occupancy are mandated by local governments.
The American Institute of Architects defines substantial completion as,the stage in the progress of the Work when the Work or designated portion thereof is sufficiently complete in accordance with the Contract Documents so that the Owner can occupy or utilize the Work for its intended use.

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The contractor prepares a list of items to be completed or corrected, which is verified and amended by the architect. The document outlines responsibilities for maintenance, utilities, and insurance, and sets the timeline for completing outstanding work. The owner, architect, and contractor all sign the document.
At Substantial Completion, the project is not finished. Work remains before final completion is achieved. Typically, the remaining work is limited to punch list items that do not materially interfere with the ability of the owner or the intended user to use the project for the intended purpose.

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