Skip to main content
Procore

Project Closeout

Brinkmann_Logo_Primary_RGB Smaller.png

 

 

CLOSEOUTS - THE LAST THING THE OWNER SEES  

Start the Process Early!

  • Get warranty letter, O&M manuals, closeout docs with submittals (while subs are still committed)
  • Track closeout in the submittal log:
    • Get your PA to assist with collecting warranty and organizing black closeout binders if you are not doing this process all digitally,
    • Closeout information should be track with Status Report - signed contract, COI, etc...
    • Communicate with subcontractors. This will help getting retention released quicker.
    • Communicate early with the owner on what they are going to want.
      • Hard copies vs. digital? If so, how many copies?
      • Videos and training should be spelled out in the spec book. If not, ask owner what they prefer.
        • Get all videos done during the testing/start-up process.
      • Attic Stock

 

Financials

TIMELY!

  • Do not wait until the end of a job to clean up CCD's and change orders.
    • Do not give the owner ammo for negotiations - review with director
  • Do not wait until the end of a job to clean up change orders with subcontractors
    • Issue change orders and/or work out disagreements prior to completion. This only serves to hold up retention
  • Job Cost - Zero Out
    • Discuss with director any outstanding issues/potential callbacks.

 

Owner/Client Closure

  • Last thing they will remember is the closeout process
  • Manage expectations of client/tenant/operator/vendor
  • Meet with each early in the process to understand their needs and expectations
  • Owners/Vendors may have items that could hold up TCO or COO - we need to manage that process and hold them accountable for dates/installations.

 

Site/Field Close Out

  • Push completion lists and punch lists for 100% completion
  • Final testing/documentation is completed
  • Trailer removal
  • Compile as-builts (MSD/Sewer)
  • Occupancy meetings with AHJ's early
    • Meet with any/all entities (City, County, State, Life Safety, Health Officials, etc.)
  • Transfer utilities to owners name if they are in Brinkmann's name
    • Try to set up in owners name to begin with

 

Post Mortem Report

  • Start Process EARLY
    • Should start a log during construction so PISERS (Problems Identified So Everyone Remembers) can be accurately recorded. Do not wait until the end of the project or you will forget details.
  • Every project should create a Post Mortem (if if not being presented in training). Lessons Learned are too important not to pass along.
  • Unit Cost Sheets - Should not be completing during closeout/post mortem. Unit cost sheets should be completed during buyout and during early construction process. Shoot for all unit costs from subcontractors by first pay draw.

Recording Graphic.jpg

Project Set Up & Closeout Recording - Colorado