Construction project closeout checklist 2026

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  1. Click ‘Get Form’ to open the construction project closeout checklist in the editor.
  2. Begin by filling in the basic project information, including the Project Name, Substantial Completion Date, and ABA Project #. This sets the context for your checklist.
  3. Move on to Section 1: Project Bid Related Documents. Here, ensure you check off each item as you gather them, such as Bid Documents and Proof of Advertisement(s). Use our platform's checkbox feature for easy tracking.
  4. In Section 2: Contracts & Agreements, input details about contracts like the A&E Professional Services Contract and General Contractors Agreement. Attach any necessary documents directly within the editor.
  5. Proceed to Section 3: Close-Out Documents. Fill out critical forms like the Certificate of Final Completion and Application for Final Payment. Utilize text fields to provide any additional notes or comments.
  6. Finally, review all sections for completeness before saving or sharing your checklist. Our platform allows you to easily export or send it directly from Google Workspace.

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How to complete the project closure phase Review all project tasks and processes. Deliver the project items. Address contract requirements. Archive project documents. Release the projects resources and personnel. Arrange a post-mortem meeting. Identify lessons learned.
Conduct a Project Closeout Meeting It typically involves reviewing project objectives to assess whether they were met, confirm all deliverables were completed and do a financial review to make sure the project adhered to the budget.
The project closeout is the main process where all documents will be assembled and handed over to the client to confirm that youve met all the requirements outlined in the contract. The project closeout process includes: Gathering all necessary documentation. Reviewing any change orders and modifications.
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