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PM Workshop: Project Close-Out

The document outlines the steps for closing out a project, including conducting a post-project evaluation, archiving project records, issuing final invoices and payments, resolving any claims or liens, closing contracts, and changing cost codes to inactive. It also details construction-specific close-out tasks like finalizing punch lists, obtaining certificates, and demobilizing from sites. Project archiving procedures involve permanently recording design, construction, scheduling, quality, safety, and cost documentation. Documents to archive include reports, invoices, emails, plans, submittals, change files, calculations, correspondence, meeting notes, logs, and contracts. Extraneous materials like internal review sets and duplicate copies should be purged, and electronic files transferred to

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naravichandran3662
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261 views7 pages

PM Workshop: Project Close-Out

The document outlines the steps for closing out a project, including conducting a post-project evaluation, archiving project records, issuing final invoices and payments, resolving any claims or liens, closing contracts, and changing cost codes to inactive. It also details construction-specific close-out tasks like finalizing punch lists, obtaining certificates, and demobilizing from sites. Project archiving procedures involve permanently recording design, construction, scheduling, quality, safety, and cost documentation. Documents to archive include reports, invoices, emails, plans, submittals, change files, calculations, correspondence, meeting notes, logs, and contracts. Extraneous materials like internal review sets and duplicate copies should be purged, and electronic files transferred to

Uploaded by

naravichandran3662
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 PPT, PDF, TXT or read online on Scribd

PM Workshop

Project Close-Out

Project Close-Out
Conduct Post Project Evaluation; see Section 5 of PMW

Archive Project Records


Issue Final Invoice; Obtain Payment Final Payment to Subs Resolve Claims or Liens Close all Contracts

Change Cost Codes to InActive

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Construction Specific Close-Out


Finalize Punch List Items Issue Final Payment and Obtain Release of Lien from Subs Obtain Certificate of Substantial Completion Prepare Site Documents for Archiving Demobilize From Site

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Project Archiving
Permanent Record of the Project Events Managed by IDC That Document:

Design
Construction Schedule Quality Safety

Cost

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Documents To Be Archived
Reports, Schedules, & Estimates (Including Updates) Invoices and Backup Emails (Include Only Safety Data Those to Third Parties for Direction, QA Documentation Notice & Requests) Plans & Specs Submittals and Logs Change Files

Calculations
Correspondence (Including Action Logs)

Meeting Notes
CM Daily Logs Observation Reports RFI Logs and Backup

Punch Lists
Codes, Permits and Standards Contracts, Subcontracts, PO, and Related Data

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Purge Extraneous Material


Internal Review Sets Retain all Review Sets From Client, Contractor Review Agencies or Others Duplicate Copies Disk Files Transferred to CD Retain Hard Copies as Well as CDs Electronic Files to be Deleted from Project Network

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Document Retrieval
Retrieval within 24-hours Retrieved File Boxes are to Remain Intact Return Retrieved Boxes to Off-Site Storage to Ensure they are Available for Next Request

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