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Get the free Contract Close Out Checklist - Swinerton

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Campus: Project Name: Contractor: Project Manager: Close Out Checklist 1. Notice of Substantial Completion Executed a. Email copy to Facilities Administrative Analyst 2. Matrix for all contractor
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How to fill out contract close out checklist

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How to fill out contract close out checklist:

01
Review the contract terms and conditions to ensure that all obligations have been met.
02
Verify that all deliverables have been provided and accepted by both parties.
03
Check if any outstanding payments or invoices need to be addressed and settled.
04
Review and update any necessary documentation, such as warranties, licenses, or certificates.
05
Document any changes or modifications that were made during the course of the contract.
06
Conduct a final inspection or performance evaluation to confirm compliance with the contract requirements.
07
Obtain any necessary approvals or sign-offs from relevant stakeholders.
08
Date and sign the contract close out checklist as a record of completion.

Who needs a contract close out checklist:

01
Organizations or businesses that regularly engage in contract-based transactions.
02
Project managers or contract administrators responsible for overseeing the execution and closure of contracts.
03
Legal or procurement departments that handle the contractual aspects of a business.
04
Contractors or service providers who must ensure that all contractual obligations are fulfilled before finalizing a project.
Note: The specific individuals or departments involved may vary depending on the organizational structure and procedures.
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A contract close out checklist is a document used to ensure that all necessary tasks and actions are completed when closing out a contract.
The party responsible for administrating the contract, typically the project manager or contract administrator, is required to file the contract close out checklist.
To fill out a contract close out checklist, you will need to review the terms and conditions of the contract, verify that all deliverables and obligations have been met, document any outstanding issues or concerns, and obtain any required approvals or signatures.
The purpose of a contract close out checklist is to ensure that all contract-related tasks and obligations have been fulfilled and that the contract can be officially closed.
The information to be reported on a contract close out checklist may include details about completed deliverables, any outstanding issues or concerns, approvals obtained, and signatures.
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