CALGreen Closeout Checklist Before Permit Final

CALGreen closeout is easiest when the team treats it as a running documentation task, not a final-week paperwork hunt. By the time the project is asking for permit final, the forms, field evidence, and inspection items should already tell the same story.

Use this checklist to prepare for closeout and reduce avoidable back-and-forth with the inspector, owner, and design team.

1. Start with the approved CALGreen path

Do not close out from an early draft. Pull the approved CALGreen sheet, forms, plan notes, and any plan check responses that changed the sustainability scope. The closeout package should track the version that was accepted for permit.

If the documentation is unclear, compare the scope with Strata’s CALGreen documentation service page before requesting inspection support.

2. Match requirements to field evidence

Build a simple closeout matrix with each applicable measure, the responsible party, and the proof needed. Depending on the project, evidence may include product data, photos, waste documentation, commissioning records, installer certifications, or field observation notes.

The goal is not to collect every possible document. The goal is to collect the documents that support the measures actually triggered by the approved project scope.

3. Confirm inspection timing

Some CALGreen items are easier to verify before finishes cover the work. Others belong closer to final. Review the inspection sequence early so the team does not discover too late that a required item is now concealed or difficult to document.

For field verification support, see CALGreen inspection. For local documentation context, see CALGreen documentation in Sacramento, Seattle, and Brentwood.

4. Reconcile substitutions

Material and equipment substitutions are common during construction. Before final, check whether substitutions still satisfy the approved CALGreen assumptions and notes. If the field condition changed, document the change clearly rather than leaving the inspector to infer compliance.

5. Prepare a clean closeout package

A useful package is organized by measure or form section, not by random email thread. Include the approved forms, required sign-offs, supporting evidence, and a short index that explains what each item proves.

Sacramento teams needing both documentation and closeout coordination can start with CALGreen documentation in Sacramento. If the project is already close to inspection, send the permit status and known gaps through contact.