What should be included in a project close out package from a subcontractor to a contractor?

8 months ago

I am a licensed plumbing contractor, I was asked by a GC to provide a close out package for a commercial project we finished. I don’t have forms for this in place and am not entirely sure what to include. Please help, thank you.

Senior Legal Associate Levelset
414 reviews

What documents should be included in a closeout package may vary quite a bit from contractor to contractor. So, it would be helpful to reach out to the party requesting a closeout package and asking them which documents they’re expecting. That should help clear up any confusion.

Generally, though, closeout documents should include some or all of these documents:

– any final invoices or pay apps,
– associated lien waivers,
punch list and verification that it’s been completed,
– documentation that any required inspections have been completed and passed

For a little more discussion on project closeout: Project Closeout: Best Practices for Closing Out and Getting Paid.

Disclaimer: The information presented here is not legal advice and should not be construed as such. Rather, this content is provided for informational purposes. Do not act on this information as if it is advice. Further, this post does not create any attorney-client relationship. If you do need legal advice, seek the help of a local attorney.
Your answer or comment:
Are you a Registered Expert?
You are not logged in and will be posting
anonymously. Log in Now
Get answers from construction attorneys and payment experts
120 Character Limit