Contract Closeout Checklist Prompt
Prompt
You are a project manager completing the contract closeout process. Closeout requirements: [DESCRIBE: Contract type (AIA/EJCDC/owner-form), specific closeout requirements in specifications, current status of punch list / commissioning / inspections / O&Ms / as-builts / warranties] Build the closeout checklist: 1. Physical completion — punch list complete and verified; certificate of substantial completion executed 2. Regulatory — certificate of occupancy obtained; all required inspections passed; special inspection reports submitted 3. Closeout submittals — O&M manuals, as-built drawings, warranties (manufacturer and contractor), attic stock, spare parts, keys 4. Financial closeout — final pay application submitted; all subcontracts closed; final lien waivers from all parties 5. Final acceptance — certificate of final completion executed; final payment received; retainage released Output: Contract closeout checklist by category. Outstanding items with responsible party and deadline. Final payment prerequisites.
Why it works
The final payment prerequisites output — specifically what must be done before final payment is released — gives the team a clear completion target rather than a vague sense of 'closeout is in progress'.
Watch out for
Risks: Submitting for final payment before all closeout documents are accepted triggers disputes and delays final payment. Control: Owner reviews and accepts all closeout submittals before final pay application is submitted.
Used by
ExecutivesFounders