Course Description

Join us for an immersive workshop focused on mastering the closeout phase of construction projects. As one of the final stages in the project lifecycle, closeout is crucial for ensuring that all project closeout submittals are provided to the owner, and the project is handed over successfully to the client or end user. This workshop will provide participants with comprehensive insights, strategies, and best practices for navigating the closeout process with efficiency and excellence.

During the workshop, we’ll explore how early organization, effective teamwork, and clear communication intertwine to ensure a successful project closeout. A smooth turnover of the building to the owner not only fosters positive relationships but also potentially leads to future business opportunities and ensures timely payments. Remember, completing the project is essential for receiving payment.

While compiling the project closeout submittals holds significant importance for achieving a successful closeout, equal attention must be paid to the manner in which the project is handed over to the owner. The latest version of CCDC2 2020 now incorporates “Ready for Take-over,” delineating the contractor’s roles and responsibilities explicitly. A thorough understanding of the proper, efficient, and comprehensive project turnover process is crucial.

Best practices and checklists supplement the topics of discussion that include:

1. Understanding Closeout Essentials: Gain a comprehensive understanding of the closeout phase’s significance within the construction project lifecycle. Explore its pivotal role in transitioning from construction to occupancy, and its impact on client satisfaction and project success.
2. Navigating Regulatory Requirements: Learn how to navigate the complex landscape of regulatory requirements and compliance obligations during the project. Understand the documentation, permits, and approvals necessary for project completion and occupancy.
3. Effective Documentation Management: Explore strategies for managing project documentation efficiently and effectively. Learn how to organize, catalog, and archive critical documents such as operations and maintenance manuals, as-built drawings, warranties, certificates, and permits, ensuring accessibility and transparency for stakeholders.
4. Quality Assurance and Deficiency Management: Delve into the intricacies of quality assurance and deficiency management during the project lifecycle. Discover techniques for conducting thorough inspections, identifying deficiencies, and coordinating resolution efforts to achieve project completion and compliance.
5. Contractual Obligations and Financial Closure: Understand the contractual and financial aspects of project closeout, including finalizing contracts, resolving outstanding payments, and releasing retainage, closing out subcontractors and the owner.
6. Client Handover and Occupancy Planning: Explore strategies for facilitating a seamless client handover and occupancy process. Learn how to coordinate final inspections, deliver project documentation and training to end users, manage the building turnover meeting and address post-occupancy needs and concerns.
7. Lessons Learned and Continuous Improvement: Reflect on project successes, challenges, and lessons learned during the closeout phase. Discuss strategies for capturing insights, documenting best practices, and implementing continuous improvement initiatives to enhance future project outcomes.

Attendees will discover best practices and “tips and tricks” aimed at streamlining the transition of project ownership from the contractor to the owner. The goal is to ensure that the final 3% of the project doesn’t consume 15% of effort.

Freshly revised and available solely through this workshop is an extensive manual serving as a constant point of reference and direction throughout the sessions. Culled from over 40 years of experience in the construction industry, this manual stands as an invaluable and efficient resource. Not only does it offer practical step-by-step instructions, checklists, and templates, but it also lays the groundwork for implementing new practices and protocols both in the office and on-site. Furthermore, all attendees will receive the original templates for the checklists and spreadsheets.

This workshop will be beneficial for a variety of professionals involved in the construction industry, including:

• Project Managers: Those responsible for overseeing the entire construction project, including its closeout phase, ensuring all tasks are completed, and the project is handed over successfully to the client.
• Contractors and subcontractors: Individuals and firms responsible for executing the construction work, including completing deficiency lists, obtaining final inspections, and preparing project closeout documents.
• Architects and engineers: Professionals involved in the design and planning of the construction project who need to ensure that all design specifications are met and that any deviations are documented during the closeout phase.
• Owners and developers: Individuals or organizations financing the construction project who are ultimately responsible for accepting the completed project and ensuring it meets their requirements.
• Facilities managers: Individuals responsible for managing the ongoing operations and maintenance of the building post-construction, who need to understand the closeout process to ensure a smooth transition to facility management.
• Project controls professionals: Experts in project scheduling, cost estimation, and risk management who play a crucial role in monitoring project progress and ensuring that all tasks are completed on time and within budget during the closeout phase.
• Project document control professionals: Professionals responsible for managing project documentation including the project closeout submittals deliverables.

Virtual Classroom Sessions:

2 sessions of 3.5 hours each. (New duration)

 

Cancellation Policy

SCA will provide a full refund or education credit equal to the amount paid for the course if registration is cancelled three (3) full business days prior to the course start date. Payment is non-refundable for cancellations made within three (3) full business days of the course start date and there will be no transfers to future course dates.

Complimentary substitution of another member of your company/team is welcome right up until the course start time for no additional fee.

For more information or to register please email Kim: kim@constructionsk.ca