construction project closeout checklist template

construction project closeout checklist template is a construction project closeout checklist sample that gives infomration on construction project closeout checklist design and format. when designing construction project closeout checklist example, it is important to consider construction project closeout checklist template style, design, color and theme. as a former project manager for most of his nearly decade-long career in construction, ben knows how important it is to have all of your documents in order before you reach the closeout phase of a construction project. it’s basically a to-do list of all the tasks and deliverables that you agree to complete for the customer before the project is complete and you can finalize the rest of the paperwork. during closeout, you’ll want to have copies of all the lien waivers on hand so that you can safely complete the lien release form.

construction project closeout checklist overview

the certificate of substantial completion allows you and the customer to sign off that the project is virtually complete so you can get paid and the customer can move into their new home as soon as possible. once all of your work is completed and certified, it’s time to settle all of the bills. “they can lose that packet in a move, or if they’re selling the house and they give it to somebody else, it’s easier to keep track of.” when you get to the closeout stage you’ll be dealing with invoices, receipts, and payment applications. “the client is typically very heavily involved during that period so any little blemish here or there is magnified.” construction software is key to a successful project closeout, and you can find the best software for your firm’s specific needs in our construction software directory.

as the days pass and your project draws to a close, you’re ready to chalk this one up as a success and prepare for your next challenge. all the work you did to engage with the client and build a relationship can be destroyed in this final phase. here are a few of the most common causes of closeout delays and problems:  your designers, accountants, and managers all need to play a role in the closeout process. this is the time to review any change requests, view all work and go over your initial documentation to ensure that you have fulfilled your obligations to your client.

construction project closeout checklist format

a construction project closeout checklist sample is a type of document that creates a copy of itself when you open it. The doc or excel template has all of the design and format of the construction project closeout checklist sample, such as logos and tables, but you can modify content without altering the original style. When designing construction project closeout checklist form, you may add related information such as construction project closeout checklist template,construction project closeout checklist pdf,project closeout checklist pdf,construction closeout binder,closeout documents checklist

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construction project closeout checklist guide

client closeout is your chance to not only ensure that the client is satisfied with the deliverables but also to verify their acceptance and even solidify your relationship. don’t forget the “thanks”: as a project manager, a quick note of thanks to your stakeholders and the teams that contributed to the process can help close out the project. this is also the time to take note of subcontractors you’d like to work with again and note any issues that should be addressed with individual subs or providers. considering the closeout process well before the last day of your project ensures that everything runs smoothly and that you wrap things up in a positive way.

but you’ll need to hold out a bit longer — a solid construction project closeout checklist is essential to tie up loose ends and ensure every detail of the work went exactly as planned. this is basically just a document that shows the final steps in a project that need to be done. the owner or manager will sign off on the punch list once it’s completed, giving a green light to move onto the next phase of the construction project closeout checklist. having that physical list in front of them helps ensure everything is in order and ready for the owners to move into their space.

it also puts an end to the first stage of the construction project closeout checklist — substantial completion — and lets you move onto the stages that follow. it’s similar to what is done during the project closeout, but more on the wrap-up of the project and less on the tasks you’ve completed throughout the process. whether this stage is required will be laid out in the contract you sign — both before your work begins and after your project has been completed. you may also want to check out this faq page for more information on the product, or view a few of the videos below that explain rivet’s top features in further detail: no matter how many steps your construction project closeout checklist has, rivet is here to help you every step of the way.