By closeout, the contractor has been paid 90-95% and the crews have moved on. What keeps them finishing is the money you have not yet released, and a system for using it. This is that system, from "we're substantially complete" through the end of the warranty year.
Fillable PDF · instant download after checkout · registers included for the whole warranty year.
Secure checkout by Stripe. Sold by Umbra Enterprises LLC.
Buying more than one? The Construction Document Bundle is all three review worksheets for $225.
Not sure yet? Read the free guide first: it teaches the method; the worksheet runs it.
Four parts of method, one part of paperwork.
The date is a legal switch: warranty clocks, insurance, retainage timelines, and delay damages all move when it flips. The worksheet walks what to confirm before you ever sign the certificate, and what to decline in writing.
The walk-through method, who holds the pen (you do), the two-list trick that stops punch items from being renamed "warranty," and the retainage rule: hold all of it until the list reads zero, released once, never item by item.
Ten documents you already paid for, from as-builts and O&M manuals to final lien waivers and consent of surety, each with what "done" looks like and why final payment waits for it.
The 11-month walk-through that captures the warranty you paid for, notice that preserves your rights, the seven-part demand letter, and the warranty-versus-maintenance line, drawn before the contractor draws it for you.
The warranty register, the punch log, and the closeout document checklist: the three pages a future buyer, lender, or consultant will ask for first.
The Closeout & Warranty Review Worksheet is a diligence tool, not legal advice. Retainage, lien waiver, and notice rules vary by state; verify every step against your own contract and local law.
Want us to run your closeout? We walk the 11-month inspection with you and stay on the contractor until every item closes. Contact us →