Closeout & Post-Performance : Task Order Closeout : Task Order Closeout Steps

Task Order Closeout Steps

To close out a task order:

  1. Confirm the final deliverable has been completed to the expected standards.
  2. Instruct the consultant to submit final invoice.
  3. Ensure the fair market cost for any equipment purchased on task order is credited back to Caltrans before paying final invoice. If consultant is still using equipment on other task orders, make sure credit is obtain before all final task order invoices paid.
  4. Pay final invoice.
  5. Disencumber any remaining funds.
  6. On the contract task order log or contract spreadsheet/database, mark the task order as complete, and revise the final amount of the task order to match the amount actually paid to the consultant