Most rejected submittals fail for avoidable reasons: a missing data sheet, a wrong revision, no transmittal. Most project close-outs stall because nobody knows which records are still missing.

These two free checklists fix both problems.

WHAT’S INSIDE

Document Submission Checklist: a pre-issue quality check for any document leaving your desk. It covers the general checks (numbering, revision, references, signatures, file naming, transmittal) and the attachments each type needs: material approvals, alternative materials, samples, deviations, technical submittals, drawings, material and work inspections, RFIs and NCNs.

Project Handover & Close-out Checklist: 43 record items across permits, authority approvals, contract documents, design, submittals, correspondence, inspections, quality, planning, cost records and handover documents, with automatic completion tracking.

Format: Microsoft Excel (.xlsx), print-ready, with tick-box dropdowns.

Taken from the BEKonsult Document Control Template Library. When you’re ready for the full system, the upgrade options are inside the file.

Licence: Free to use on unlimited projects within your organisation. Please don’t redistribute the file; share the download link instead.