Archive

Project Close-out

  1. Change e-Builder status to “Close-out”
  2. O&M manuals and equipment
  3. Substantial completion
  4. Physical Close-out
  5. Final completion
  6. Internal Close-outs
  7. Electronic and paper document archiving
  8. Update e-Builder status to “complete”
  9. Celebrate!

Return to PW Procedures

Archive

Ensure all documents are properly filed in e-Builder in PDF and native software versions, including:

  • Record drawings
  • Redlined sets
  • Warranties
  • Workmanship bonds, etc.

Provide drawings, specifications, project manuals, O&M manuals, and any other paper files to IT specialist for microfiling and archiving in vault system.

Update CAD floor plans for AiM, web, and clients as necessary.

Consult records retention schedule as necessary.