Project Close-Out Checklist

Every item you need to hand off a finished project — nothing slips through.

Project ManagementPDF Export52 Fields100% Free

Project Information

Pre-Close-Out

Punch List Complete
Final Inspection Passed
Certificate of Occupancy Obtained
Fire Inspection Passed
Health Department Approval (if applicable)

Documentation Turnover

As-Built Drawings Submitted
O&M Manuals Submitted
Warranty Letters Collected
Equipment Manuals Submitted
Test & Balance Reports Submitted
Material Certifications Submitted
All Permits Closed Out
Shop Drawings Returned
Inspection Records Submitted
Daily Reports Archived
Construction Photos Submitted
Special Inspection Reports Submitted

Financial Close-Out

Final Change Orders Executed
Final Pay Application Submitted
Retainage Release Requested
Final Lien Waivers Collected from Subs
Unconditional Final Waiver Submitted
All Backcharges Resolved
All Open POs Closed

Subcontractor Close-Out

Sub Punch Lists Complete
Sub Warranty Letters Received
Sub Final Lien Waivers Received
Sub As-Builts Received
Sub O&M Manuals Received

Owner Turnover

Keys / Access Cards Delivered
Owner's Training Complete
Spare Parts / Attic Stock Delivered
Emergency Contact List Provided
Security / Alarm Codes Provided
Utility Accounts Transferred

Demobilization

Temporary Facilities Removed
Final Site Cleaning Complete
Dumpster / Waste Removed
All Equipment Demobilized

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Project Close-Out Checklist for project managers and superintendents

A project closeout checklist tracks punch list completion, inspections, documentation turnover, financial closeout, subcontractor closeout, and owner handover items.

This template helps project managers and superintendents manage every closeout deliverable systematically to get paid retainage faster. It includes 8 organized sections with 52 professional fields. Fill it out in your browser and export a branded PDF in seconds.

Key Data Points

  • Average retainage release is delayed 47 days when closeout documentation is incomplete
  • Construction closeout disputes cost an average of $38,000 per project to resolve (AGC)
  • 67% of warranty callbacks trace back to items missed during final closeout

What does this template include?

8 sections with 52 fields covering project information, pre-close-out, documentation turnover, financial close-out, subcontractor close-out, owner turnover, demobilization, sign-off.

How do I export this template?

Fill in the fields online. Click “Export Filled PDF” for a branded document. Or download a blank version to print.

Is this template free?

Yes. 100% free with no account required. Use it as many times as needed for any project.

Who is this template for?

Built for project managers and superintendents who need to manage every closeout deliverable systematically to get paid retainage faster.

How to Use the Project Close-Out Checklist

  1. 1Enter project details and completion dates.
  2. 2Work through pre-closeout items including punch list and CO.
  3. 3Check off documentation turnover items as submittals are delivered.
  4. 4Complete financial closeout including final pay app and lien waivers.
  5. 5Obtain PM, superintendent, and owner sign-off and export as PDF.
Geographic coverage: Required on commercial projects throughout the U.S. Public projects in California, New York, Texas, and Florida mandate specific closeout documentation packages.

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