Subcontractor Closeout Compliance Checklist

Inspection template for verifying each subcontractor has submitted required closeout documents, including warranties, O&M manuals, as-builts, waivers, and final compliance items at project completion.

Inspection Setup and Project Identification

• Project name, subcontractor name, and trade scope are identified
• Closeout review date is recorded
• Review covers the correct subcontractor closeout package and contract scope
• Responsible reviewer and approver are identified

Required Closeout Documents

• Warranty documents have been submitted for all applicable installed systems and equipment
• Operation and maintenance manuals have been submitted
• As-built drawings have been submitted and match the installed conditions
• Manufacturer cut sheets, product data, and submittal closeout records are included where required
• Spare parts, attic stock, tools, and special maintenance items have been delivered if required by contract

Waivers, Releases, and Payment Closeout

• Conditional lien waiver has been submitted, if required
• Final unconditional lien waiver has been submitted, if required
• All release forms and closeout affidavits are signed and dated
• No outstanding claims, retainage issues, or unresolved payment disputes are documented

Compliance, Safety, and Code References

• Applicable OSHA construction safety documentation has been provided where required
• Applicable fire-life-safety or equipment compliance references have been included where required
• Required permits, inspection sign-offs, and AHJ approvals are included in the closeout file
• Any open deficiencies, non-conformances, or punch-list items are documented with disposition

Document Quality and Record Control

• Submitted documents are legible, complete, and signed where required
• Document revisions, dates, and project identifiers are consistent across the closeout package
• Electronic and/or hard-copy turnover files are organized and stored in the approved project repository
• Any missing, incomplete, or conflicting records are listed for follow-up

Closeout Status and Sign-Off

• Overall subcontractor closeout status
• Corrective actions or follow-up items are assigned with due dates
• Inspector signature