Run Subcontractor Closeout Compliance Checklist — Free

Inspection Setup and Project Identification

Project name, subcontractor name, and trade scope are identified critical (required)

Closeout review date is recorded

Review covers the correct subcontractor closeout package and contract scope critical (required)

Yes No N/A

Responsible reviewer and approver are identified

Required Closeout Documents

Warranty documents have been submitted for all applicable installed systems and equipment critical (required)

Yes No N/A

Operation and maintenance manuals have been submitted critical (required)

Yes No N/A

As-built drawings have been submitted and match the installed conditions critical (required)

Yes No N/A

Manufacturer cut sheets, product data, and submittal closeout records are included where required

Yes No N/A

Spare parts, attic stock, tools, and special maintenance items have been delivered if required by contract

Yes No N/A

Waivers, Releases, and Payment Closeout

Conditional lien waiver has been submitted, if required critical (required)

Yes No N/A

Final unconditional lien waiver has been submitted, if required critical (required)

Yes No N/A

All release forms and closeout affidavits are signed and dated

Yes No N/A

No outstanding claims, retainage issues, or unresolved payment disputes are documented critical (required)

Yes No N/A

Compliance, Safety, and Code References

Applicable OSHA construction safety documentation has been provided where required

Yes No N/A

Applicable fire-life-safety or equipment compliance references have been included where required

Yes No N/A

Required permits, inspection sign-offs, and AHJ approvals are included in the closeout file critical (required)

Yes No N/A

Any open deficiencies, non-conformances, or punch-list items are documented with disposition critical (required)

Yes No N/A

Document Quality and Record Control

Submitted documents are legible, complete, and signed where required critical (required)

Yes No N/A

Document revisions, dates, and project identifiers are consistent across the closeout package

Yes No N/A

Electronic and/or hard-copy turnover files are organized and stored in the approved project repository

Yes No N/A

Any missing, incomplete, or conflicting records are listed for follow-up

Closeout Status and Sign-Off

Overall subcontractor closeout status critical (required)

Note (optional)

Corrective actions or follow-up items are assigned with due dates

Inspector signature critical (required)

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Run: Subcontractor Closeout Compliance Checklist

Inspection Setup and Project Identification

Required Closeout Documents

Waivers, Releases, and Payment Closeout

Compliance, Safety, and Code References

Document Quality and Record Control

Closeout Status and Sign-Off

Get your results