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Construction Project Close-Out Guide

The document discusses the project close out phase which involves finalizing all project activities and formally closing the project. It involves cleaning up outstanding items, obtaining financial close out and acceptance, documenting lessons learned, and shutting down project facilities. Key steps include fixing remaining punch list items, obtaining sign off on testing and delivery, paying subcontractors, archiving documentation, conducting post-project reviews and reassigning staff. The goal is to transition the project outputs and outcomes over to the customer or operations team.

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916 views13 pages

Construction Project Close-Out Guide

The document discusses the project close out phase which involves finalizing all project activities and formally closing the project. It involves cleaning up outstanding items, obtaining financial close out and acceptance, documenting lessons learned, and shutting down project facilities. Key steps include fixing remaining punch list items, obtaining sign off on testing and delivery, paying subcontractors, archiving documentation, conducting post-project reviews and reassigning staff. The goal is to transition the project outputs and outcomes over to the customer or operations team.

Uploaded by

archangel_1301m
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
  • Project Close Out Phase: Introduction to the project close out phase, framing its importance in the construction project lifecycle.
  • Construction Project Life Cycle Mapping: Illustrates the integration of PMBOK standards with phases of construction project management.
  • PM Mapping: Details the mapping of project management processes against PMBOK knowledge areas across the project life cycle.
  • Close Project or Phase: Outlines the inputs, tools and techniques, and outputs for closing a project or phase.
  • Project Close Out Activities: Explains the activities required to formally close the project such as final documentation and acceptance.
  • Checklist for Closing a Large Project: Provides a comprehensive checklist to ensure all closure tasks are completed for large projects.

Project Close Out Phase

Mapping of Construction Project Life Cycle and PMBOK

Project Delivery System, Contract System

The Brief, Identification of alternatives, Site Investigation, Public Input, Code Analysis, Preliminary Cost Estimate, Financial Feasibility Analysis, Funding, Site Selection and Land Acquition Project Charter

Schemati c Design Detail Design

Legal/Contract Issue, Planning & Scheduling, Budgeting and Cost System, Organizing of Worksite, Subkontraktor, Project Organization Procurement Management Scope Management Time Management Cost Management HR Management Risk Management

Project Monitoring & Control, Safety Management, Material Management, Documentation and Communication

PMBOK Side

Earn Value Performance Report

Scope Management

Knowledge Area & Processes

PM Mapping
Initiating Planning Executing

Monitoring & Controlling 4.4 Monitor & Control Project Work 4.5 Perform Integrated Change Control 5.4 Verify Scope 5.5 Control Scope

Closing

4. Project Integration Management

4.1 Develop Project Charter

4.2 Develop Project Management Plan

4,3 Direct & Manage Project Execution

4.6 Close Project or Phase

5. Project Scope Management

5.1 Collect Requirements 5.2 Define Scope 5.3 Create WBS 6.1 Define Activities 6.2 Sequence Activities 6.3 Estimate Activity Resources 6.4 Estimate Activity Duration 6.5 Develop Schedule 7.1 Estimate Costs 7.2 Determine Budget 8.1 Plan Quality 8.2 Perform Quality Assurance 9.2 Acquire Project Team 9.3 Develop Project Team 9.4 Manage Project Team 10.3 Distribute Information 10.4 Manage Stakeholder Expectation

6.Project Time Management

6.6 Control Schedule

7. Project Cost Management 8. Project Quality Management 9. Project HR Management

7.3 Control Cost 8.3 Perform Quality Control

9.1 Develop HR Planning

10. Project Communication Mgt

10.1 Identify Stakeholder

10.2 Plan Communication

10.5 Report Performance

11. Project Risk Management

11.1 11.2 11.3 11.4 11.5

Plan Risk Management Identify Risk Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Responses 12.2 Conduct Procurement

11.6 Monitor and Control Risk

12. Project Procurement Mgt.

12.1 Plan Procurement

12.3 Administer Procurement

12.4 Close Procurement

Close Project or Phase

Project Close Out


Finalizing all activities across all of the Project Management Process Groups to formally close the project or a project phase. Staging of Project Close Out : Finalizing The Works and Get the Acceptance Project Financing Close Out Final Project Documentation Lesson Learned Documentation Shut-down project facilities

Finalizing the Works and Get the Acceptance


Clean Up Preliminary Punch List Pre Final Inspection Final Punch List Final Inspection Trainings Keys hand over Final Testing and Commissioning

Project Financing Close Out


Finalize subcontractor Payment Final Release of Claim (Waiver of lien) Consent of Surety for final payment Final Quantity Request for Final Payment Liquidated Damages Final Payment and release of retainage Final Accounting of completion Final Certificates
Certificate for payment Contractors certificate of Completion Certificate of substantial completion (partial occupancy) Certificate of Completion Cetificate od occupancy

Warranties for Defect Liability Periods

Final Project Documentation


As Built Drawings Operating and Maintenance Manuals Records archiving and transfer

Lesson Learned Documentation


Post-project Analysis, critique and reports Owner Feedback A Closing Comment

Lessons Learned (1/2)


What has been accomplished What has gone right What has gone wrong How can avoid those mistakes How can we do better next time

10

Lesson Learned (2/2)


Organizational Process Assets (Lessons Learned Files) Other Projects Project Lessons Learned Organization Files

Your PROJECT

Lessons learned will become part of the historical data for this project and other projects in the organization, and to be used for future project planning.

11

Shutdown Project Facilities


Terminate project office infrastructure Terminate technical infrastructure Release and reassigned the project team

Checklist for Closing a Large Project


DESCRIPTION Needed ? Yes Identify Remaining Work Closing/Termination Plan Personal Evaluations Close-Out Work Orders Audit Final Changes Pay All Vendors Close-Out Books/Audit Final Delivery Instructions Customer Training Notify Purchasing of Completion Equipment Redeployed Materials Returned to Inventory Staff Reassigned Close-Down Procedures Engineering Documentation Final Staff Meeting(s) Final Report and Review Meeting
S & K Baker - The Complete Idiot's Guide to Project M anagement (2000)

Required Date

Responsible Person

Notes

No

1 Project Close Out Phase Project Close Out Phase
Mapping of Construction Project Life Cycle and PMBOK Mapping of Construction Project Life Cycle and PMBOK Project Delivery
PM Mapping PM Mapping Knowledge Area & Processes Initiating Planning Executing Monitoring & Controlling Closing 4. Project
Close Project or Phase Close Project or Phase
5 Project Close Out Project Close Out Staging of Project Close Out : • Finalizing The Works and Get the Acceptance • Project
Finalizing the Works and Get the Acceptance Finalizing the Works and Get the Acceptance • Clean Up • Preliminary Punch List
Project Financing Close Out Project Financing Close Out • Finalize subcontractor Payment • Final Release of Claim (Waiver of
Final Project Documentation Final Project Documentation • As Built Drawings • Operating and Maintenance Manuals • Records arc
Lesson Learned Documentation Lesson Learned Documentation • Post-project Analysis, critique and reports • Owner Feedback • A
Lessons Learned (1/2) Lessons Learned (1/2) • What has been accomplished • What has gone right • What has gone wrong • How ca

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