Module 5: Closeout & Documentation
HVAC Project Management Class – Intern Academy
Instructor: S.F. Johnson | Duration: 90 minutes
📘 Learning Objectives
- Understand the HVAC closeout process and its critical role in project success.
- Identify required closeout documentation and procedures.
- Develop punch list protocols and commissioning checklists.
- Ensure warranty, O&M manuals, and final reports are complete and accurate.
🔚 Part 1: HVAC Project Closeout Steps
Key Concept: Closeout is not a paperwork formality—it ensures the system performs as designed, and the customer has what they need to operate and maintain it.
- Creating a project closeout checklist (HVAC-specific)
- Testing, adjusting, and balancing (TAB)
- Start-up logs and system commissioning reports
- Punch list management and resolution tracking
📑 Part 2: Documentation & Turnover
- Operation & Maintenance (O&M) manual requirements
- As-built drawings and redline markups
- Warranty submission and contact log
- Owner training and handover protocol
- Final payment and retainage release triggers
Pro Tip: Organize all documentation into a digital closeout package with a table of contents and naming standard. Clients appreciate it—and it accelerates final billing.
🎥 Watch the Video Lesson
📥 Downloadable Files
Download Closeout Checklist (PDF)
Download Documentation Tracker (Excel)
🧠 Quiz Yourself
After completing this module, take the Module 5 Quiz to test your knowledge and receive a certificate of completion.