AI Checklist Generator

From the makers of Manifestly Checklists

Email address

Home > Construction > final project account closing checklist

final project account closing checklist

Administrative Tasks

Obtain all necessary permits and approvals

Review and reconcile all project-related contracts and agreements

Ensure all change orders and variations are properly documented and accounted for

Verify that all subcontractor and supplier invoices have been received and processed

Reconcile project expenses with the budget and analyze any variances

Complete all insurance requirements and ensure all premiums are paid

Confirm the release of any project-related liens or claims

Financial Tasks

Review and finalize the project's financial statements

Confirm the accuracy and completeness of all cost records and financial documentation

Reconcile project costs with the general ledger and other accounting records

Ensure all outstanding payables and receivables are resolved

Prepare and submit final progress billing to the client

Analyze project profitability and compare it to initial estimates

Obtain necessary sign-offs from the finance department or project stakeholders

Closeout Documents

Compile all necessary closeout documents and paperwork

Ensure all project-related drawings, specifications, and manuals are up to date

Create and organize a comprehensive project closeout package

Provide any required warranties, guarantees, or maintenance agreements

Submit final as-built drawings and record any changes made during construction

Prepare and distribute a final project report summarizing key details and outcomes

Obtain client sign-off on the project closeout package

Site Cleanup and Safety

Conduct a final inspection of the project site for any safety hazards or cleanliness issues

Remove all construction debris and equipment from the site

Ensure all temporary facilities and utilities are properly closed down and removed

Perform any necessary site restoration or landscaping tasks

Review and update the project's safety records and documentation

Confirm that all safety-related permits and certifications are up to date

Conduct a final safety meeting with the project team to address any outstanding issues

Project Evaluation and Lessons Learned

Assess the overall success of the project and identify areas for improvement

Conduct a post-project review meeting with key stakeholders and team members

Document any lessons learned or best practices discovered during the project

Update the organization's knowledge management systems with relevant project information

Share project outcomes and insights with other departments or teams within the organization

Provide constructive feedback to team members and recognize their contributions

Celebrate the completion of the project and acknowledge team achievements

Download CSV Download JSON Download Markdown

Use in Manifestly

Related Checklists

Subcontractor Performance Checklist

A Subcontractor Performance Checklist is an important tool for ensuring that subcontractors are meeting all contractual requirements and delivering a quality end product.

view →

Punch List Checklist

A Punch List Checklist is essential for ensuring that all construction tasks are completed to the agreed upon standards and specifications.

view →

Pre-Construction Checklist

A Pre-Construction Checklist is essential to ensure that all parties have a clear understanding of the project scope, timeline, and budget before construction begins.

view →

Project Bid Checklist

A Project Bid Checklist is an essential tool for ensuring that the bidding process is fair, accurate, and comprehensive.

view →

Site Clean Up Checklist

A Site Clean Up Checklist is an important tool for ensuring that a construction site is in compliance with safety and environmental regulations.

view →

Project Closeout Checklist

The Project Closeout Checklist is an essential tool to ensure that all project deliverables have been met and that all stakeholders have been satisfied with the project's outcome.

view →

Safety Checklist

A Safety Checklist is essential to ensure that all necessary safety precautions are taken to reduce the risk of injury or damage on a construction site.

view →

Project Quality Control Checklist

A Project Quality Control Checklist is an essential tool for ensuring that all aspects of a project are completed to the highest standards of quality.

view →

Daily Log Checklist

A Daily Log Checklist is an essential tool to ensure that all construction tasks are completed on-time and to budget.

view →

Payment Request Checklist

A Payment Request Checklist is essential for ensuring that all relevant information is included in payment requests and that payments are made correctly and on time.

view →

Change Order Request Checklist

A Change Order Request Checklist is essential for ensuring that all changes to the project are properly documented, approved and accounted for.

view →

Equipment Maintenance Checklist

A properly completed Equipment Maintenance Checklist is important for ensuring that all necessary maintenance activities are completed on time and in accordance with safety standards.

view →

Job Cost Tracking Checklist

The Job Cost Tracking Checklist is essential for controlling costs and ensuring projects are completed on time and within budget.

view →

Hey there! Here's a little about us or visit our recurring workflow SaaS: Manifestly Checklists

Light Dark