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Closeout readiness and successor planning

Track required closeout evidence and decisions, and link successor work — without closing the authoritative award (CT12).

Contracting Officer · Contract specialist

/pdcc/acquisitions/contracts/CT-DEMO-007/closeout
Live walkthrough · Closeout readiness and successor planning
/pdcc/acquisitions/contracts/CT-DEMO-007/closeout
/pdcc/acquisitions/contracts?screen=CT12

Closeout checklist

Physical completion
e.g. Not recorded.
Final invoice
e.g. Not received.
Property and security
e.g. Review not started.
Funds reconciliation
e.g. Pending final amounts.
  1. 1

    Create closeout checklist

    Applies the contract-specific checklist and retention.

  2. 2

    Inspect financials

    Confirm final amounts.

  3. 3

    Prepare successor work

    Starts a follow-on planning draft and links it.

Heads up — Closeout readiness is not official closeout, which requires the source-system filing receipt. Linking a successor is not closing or extending the existing award.

Related guides

Plan review, award linking and lineage

Record program, budget and contracting review decisions; link an authoritative award; follow versions from research to execution (AP06–AP08).

Acquisition Actions: planning workspace

Assemble research, requirement, estimates and review into a versioned plan; prepare follow-on acquisitions (AP01, AP02).

Financial position, transactions and runway

Keep ceiling, obligations, incurred, invoiced and paid distinct; reconcile deduplicated transactions; forecast funding runway (FN01–FN03).