What goes in a construction closeout package?

A typical closeout package includes operation & maintenance (O&M) manuals, warranties and guarantees, as-built/record drawings, approved submittals, equipment cut sheets, attic stock and spare parts, inspection sign-offs and the certificate of occupancy, lien waivers, training records, and the final punch list sign-off. Exact requirements come from the project specifications (often Division 01).

Why does construction closeout take so long?

Because the documents are scattered and collected late. Warranties, O&Ms, and as-builts pile up across the job in emails, submittals, and field markups, then someone tries to assemble them all at the end. Building the package as you go — with each item cited to its source — turns months of chasing into a tidy hand-off.

Attic stock is the spare material — extra tile, paint, ceiling tiles, light fixtures, etc. — that the specifications require the contractor to hand over to the owner at closeout for future repairs. The required quantities are listed in the relevant spec sections.

Construction Closeout Package Checklist (Free)

Closeout requirements are defined by your project's specifications (commonly Division 01 — General Requirements). Treat this as a strong starting checklist, then confirm the specifics against your own spec sections. The trick isn't knowing the list — it's collecting each item, cited to its source, while the job runs instead of at the end.

1 · Operations & maintenance (O&M)

O&M manuals for all installed equipment and systemsPer the spec; usually one organized set, indexed by system.
Equipment cut sheets / product data for installed products
Maintenance schedules and recommended service intervals

2 · Warranties & guarantees

Manufacturer warranties for equipment and materials
Contractor / subcontractor warranties (workmanship)
Special / extended warranties required by spec (roofing, glazing, etc.)Note start dates — many run from substantial completion.

3 · Record documents (as-builts)

As-built / record drawings reflecting actual installed conditions
Marked-up field changes incorporated into the record set
Final approved shop drawings

4 · Submittals & approvals

Approved submittal register, complete and closed
Inspection reports & sign-offs (special inspections, AHJ)
Certificate of Occupancy / final inspection approvals
Commissioning reports where required

5 · Attic stock & spares

Attic stock delivered per spec quantities (tile, paint, ceiling tile, fixtures…)
Spare parts & special tools required by the specifications
Keys, access cards, and keying schedule

6 · Training & demonstration

Owner training completed and documented (sign-in sheets, recordings)
System demonstration sign-offs

7 · Financial & contractual

Final lien waivers from contractor and subs/suppliers
Consent of surety to final payment (if bonded)
Final change-order reconciliation and final application for payment
Punch list complete and signed off

Assemble closeout as you build — not after

IntelMS keeps a cited record of approvals, submittals, and decisions all job long, and can assemble a closeout package with each item pointing to its source. Try it on one job.

Start a free pilot →

This is a general checklist. Your contract and specifications (typically Division 01) govern the actual closeout requirements for your project — always verify against them.