Project Closeout Checklist

Print a copy of this Project Closeout Checklist to help you keep track that all contractual and legal activities are complete.

The following is a typical residential project closeout checklist:

• Punch list completion
• Remove all temporary site facilities, trailers, portable toilets, signage, etc.
• Rubbish removal from site and building interior
• Final cleaning at site and building interior
• Final inspections/secure Certificate of Occupancy from the Building Department
• Contact insurance carrier(s) – policy end, as applicable
• Secure as-built drawings (from General and/or Subcontractors)
• Secure operations & maintenance (O & M) manuals
• Systems start-up and customer training programs
• Secure all material and product warranties (may be part of O & M)
• Secure additional material and spare parts per contract documents
• Secure all final keys
• Collect owner’s manual(s) per contract documents
• Collect any project architects/engineers final invoice affidavits and closeout documents
• Collect all final construction draws, invoices, bills, and lien waivers
• Reconcile payments, change orders, and retention
• Issue completion authorization and final payments

Use the printable version of the Project Closeout Checklist to keep track of everything you’ve completed.