Contractor Punch List

Construction close-out punch list — track each defect / incomplete item by location + trade + status + completion date + sign-off. Used at substantial-completion walk-through to clear items before final payment + retainage release.

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Typical 5-10% of contract value, released after final punch + lien waivers.

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CONTRACTOR PUNCH LIST  (Substantial-Completion Close-Out)

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Project:               Maple Ridge Townhomes — Unit 7
Address:               1842 Maple Ridge Lane #7, Hillsboro, OR 97124
Owner:                 Jordan Alex Taylor
General contractor:    Cascade Build LLC
Architect / designer:  Studio North Architecture — Casey Lim AIA

Substantial-completion walk-through: May 26, 2026
Punch-list completion due by:        June 9, 2026
Items: 12 total — 12 OPEN, 0 DONE.

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PUNCH ITEMS

   #  | Location           | Trade        | Issue                                    | Pri  | Status | Due         | Sign-off
  ----|--------------------|--------------|------------------------------------------|------|--------|-------------|----------
    1 | Master bath        | Tile         | Grout missing along tub-to-wall seam (~4 | High | OPEN   | 2026-05-30  | _____   
    2 | Kitchen            | Cabinet      | Soft-close hinge failed on lower-left dr | Med  | OPEN   | 2026-05-30  | _____   
    3 | Kitchen            | Paint        | Touch-up needed on north wall behind app | Low  | OPEN   | 2026-06-02  | _____   
    4 | Living room        | Flooring     | LVP plank #18 (west side) shows tongue c | Med  | OPEN   | 2026-06-02  | _____   
    5 | Front entry        | Door         | Weather-strip torn at threshold; replace | Med  | OPEN   | 2026-06-02  | _____   
    6 | Garage             | Electrical   | GFCI receptacle reverse-polarity wired;  | High | OPEN   | 2026-05-30  | _____   
    7 | Master bedroom     | Window       | Lower sash sticks; lubricate or adjust   | Low  | OPEN   | 2026-06-05  | _____   
    8 | Exterior           | Siding       | Hairline gap at NE corner trim; caulk +  | Low  | OPEN   | 2026-06-05  | _____   
    9 | Hall closet        | Carpentry    | Door rubs at top; plane 1/8" off top edg | Low  | OPEN   | 2026-06-05  | _____   
   10 | HVAC               | Mechanical   | Furnace filter not installed (rough-in o | High | OPEN   | 2026-05-30  | _____   
   11 | Attic              | Insulation   | R-49 blown-in shows 2 sf settled at SW c | Med  | OPEN   | 2026-06-02  | _____   
   12 | Laundry            | Plumbing     | Drain pan missing under washer per code; | High | OPEN   | 2026-05-30  | _____   

Priority: HIGH = life-safety / code-compliance / occupant-impact; MED = function/finish; LOW = cosmetic.

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RETAINAGE
  Held:    $3,500.00
  Release: Upon (a) all High items closed + signed by Owner, (b) Medium + Low items closed by final-payment date, (c) lien waivers received from Contractor + all listed subcontractors.

NOTES + ACCEPTANCE TERMS
Per AIA A201 §9.8.4, substantial completion has been certified subject to the items on this punch list. Owner has accepted possession; Contractor retains responsibility for completing the listed items by the due date(s). Retainage will be released upon (a) all High-priority items closed + signed by Owner, (b) Medium + Low items closed by final-payment date, (c) final lien waivers from Contractor + all listed subcontractors per state lien statute. Disputed items are flagged separately + resolved by Architect determination per §4.6 before final payment.

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SIGNATURES (at final close-out)

Owner:        _________________________     Date: _____________
              Jordan Alex Taylor

Contractor:   _________________________     Date: _____________
              Cascade Build LLC

Architect:    _________________________     Date: _____________
              Studio North Architecture — Casey Lim AIA    (if applicable — certifying substantial completion per AIA G704)

About this template

A contractor punch list is the artifact that closes out a construction project — the agreed list of defects, incomplete items, and corrective work to be completed AFTER substantial completion but BEFORE final payment and retainage release. **Substantial completion** is the legal hinge (AIA A201 §9.8): the work is sufficiently complete for the Owner to occupy / use for its intended purpose, even though items remain. The Architect (or designated certifier) issues the Certificate of Substantial Completion (AIA G704), at which point: (a) warranty periods often begin, (b) the Contractor's duty to insure the Work usually shifts to the Owner, (c) liquidated damages stop accruing, (d) retainage release becomes contingent on punch-list completion + lien-waiver delivery. **Three columns drive value**: location (unit, room, area), trade (so the right sub closes it), and priority (HIGH = life-safety / code / occupant impact; MED = function / finish; LOW = cosmetic). Most states allow 5-10% **retainage** withheld pending punch-list close — explicit statutes in CA, TX, FL, NY, PA. **Lien waivers** (conditional + final) from the GC and every subcontractor of record protect the Owner from post-payment mechanic's liens (state lien statutes vary, but typical filing windows are 60-120 days post-last-work). **Disputed items** should be flagged separately rather than left as OPEN — the contract's dispute-resolution clause (AIA A201 §15) controls. **Walk-through best practice**: schedule with Architect + Owner + Superintendent; bring a tablet + camera + this template; photo + caption each item at creation; assign due dates that allow trade-scheduling. **Re-walks** generate a delta list of items still open; close-out is only "final" when zero High items remain and all parties sign. Failure to close timely is the most common cause of final-payment + retainage litigation.

When to use it

  • Substantial-completion walk-through on construction or major renovation.
  • Multi-unit project per-unit close-out.
  • Re-walk after first round of corrections (delta punch).
  • Owner-direct projects (no Architect of record).
  • Subcontractor turnover from GC.

What to include

  • Project + address + owner + contractor + (architect).
  • Walk-through date + punch-completion due date.
  • Items table — location, trade, issue, priority, status, due, sign-off.
  • Retainage held + release conditions.
  • Notes + acceptance terms tying to AIA / contract.
  • Signatures of Owner, Contractor, Architect (if applicable).

Frequently asked

The point at which the Work is sufficiently complete that the Owner can occupy or use it for its intended purpose, even if minor items remain. AIA A201 §9.8 defines it; the Architect issues a Certificate of Substantial Completion (AIA G704) that establishes the date. Warranty periods, insurance shift, and the retainage clock typically start at this date.
⚠ Legal disclaimer. This punch list documents close-out items and is not a substitute for the underlying construction contract, the Certificate of Substantial Completion (AIA G704 or equivalent), or state-specific lien-waiver and retainage statutes. Owner + Contractor should consult their contract's dispute-resolution clause and a licensed attorney for jurisdiction-specific lien + retainage rules.
Jurisdiction: United States — common-law and state construction-contract law (substantial-completion + final-payment); AIA Document G704 Certificate of Substantial Completion + AIA A201 §9.8 (general conditions); state mechanic's-lien statutes (CA Civ. Code §§8000-9566; Tex. Prop. Code §§53.001-53.260; Fla. Stat. Ch. 713; NY Lien Law); state Contractor Licensing Boards; state retainage statutes (most jurisdictions allow 5-10% withheld until punch-list complete).
Last reviewed: 2026-05
Reviewed by ScoutMyTool — consult a licensed attorney for binding use.

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