Comprehensive and Detailed Explanation From Exact Extract (CSI-aligned, paraphrased)

CSI organizes the facility life cycle into phases such as planning, design, construction, closeout, and operations/occupancy. Within this framework, CSI describes project closeout as the phase where the contractor and design team complete all remaining contractual obligations and formally turn the project over to the owner.

A key part of that turnover is providing the owner with operations and maintenance (O&M) information, often including:

Operating and maintenance manuals for equipment and systems

Warranties and guarantees

Spare parts lists and recommended maintenance procedures

As-built/record documentation and, sometimes, commissioning records and training materials

CSI indicates that these O&M documents are to be delivered as part of the closeout requirements, usually at or near Substantial Completion or Final Completion, so that the owner can properly operate and maintain the facility during the occupancy phase.

Therefore the correct answer is B. Closeout phase.

Why the other options are incorrect:

A. After the authorities having jurisdiction issues a permitPermits are typically issued during design or preconstruction, authorizing the start of work. At this time, the facility is not built and O&M documentation does not yet exist in final form. CSI treats permits as part of regulatory approvals, not the turnover of maintenance information.

C. Preconstruction phasePreconstruction focuses on activities like finalizing construction documents, bidding, procurement planning, and initial mobilization. O&M manuals cannot be finalized because products and systems are not yet fully installed, tested, and accepted.

D. Construction phaseDuring construction, some O&M information may be started or submitted in draft form, but CSI’s guidance is clear that formal delivery of complete O&M documentation is a closeout requirement, not an in-progress construction requirement.

Key CSI-Related References (titles only):

CSI Project Delivery Practice Guide – facility life cycle and project closeout chapters.

CSI Construction Specifications Practice Guide – Division 01 sections (Closeout Submittals, Operation and Maintenance Data).

CSI CDT Study Materials – topics on project closeout, warranties, and O&M documentation.