Free template

The closeout checklist, before you're staring down the last week of the job.

The nine stages a turnover package has to pass through before an owner can accept it — inspections, punch list, documents, as-builts, spares, training and warranty — grounded in the closeout items Veristep actually tracks, not a generic list.

  • Nine stages. Inspections & tests, punch list, documents received, as-builts, spares & attic stock, maintenance requirements, training, warranty, and owner acceptance — in the order a package actually closes.
  • Twenty rows. One row per real closeout item, each grounded in the document types Veristep tracks by default — not a generic list off the internet.
  • The working columns. Status, owner, and a reference column pointing at the document or evidence the row is asking for. Sort by Status and you have the punch list of what closeout still owes.
  • A rule about stage 9. Nothing in owner acceptance should be checked until every row above it is — the same order the platform enforces on a real project.
Download

Excel workbook — the checklist and how to use it. No account, no card.

One check-in from a person within a business day, in case the checklist raises questions. Nothing else.

Rather not leave an email? Just download the .xlsx · or the CSV

A few of the rows

StageItemStatusOwner
1. Inspections & testsAnchor / torque inspection recordedrequiredField / QA
2. Punch listEvery deficiency has closure evidencerequiredTrade / GC
3. Documents receivedO&M manualrequiredManufacturer
4. As-builtsAs-built drawings submittedrequiredGC / design team
7. TrainingTraining sign-in sheetrequiredOwner's team
… and 15 more, across nine stages.

What the spreadsheet cannot do is confirm the row is actually true: a cell can say done with nothing behind it. That is the difference between a checklist and a record, and it is what a closeout package on Veristep is built to be — a live list that runs out, not a sheet somebody swears is current.