Closeout of a Construction Project

Setting up a construction project to close it out is the focus of this workshop.

The principles of how organizing early, teamwork and communication work together to achieve a successful project closeout will be discussed. Turning over the building to the owner effectively will support positive relationships, perhaps more future business, and timely payments – if you can’t get it done, you can’t get paid.

While preparing the project closeout submittals is a very important part to a great closeout, the way the project is turned over to the owner counts just as much. CCDC2 2020 has been updated to include “Owner Take-over” which clearly outlines the roles and responsibilities of the contractor. There is a great deal to know about a proper, efficient and complete project turnover.

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

• Setting up the project from pre-construction to building turnover
• Gathering, managing, and submitting project closeout submittals
• Understanding contractual project closeout requirements
• Learning the importance of managing quality throughout the project to reduce deficiencies at the end of the project
• Understanding how deficiencies, occupancy and substantial performance are intrinsically tied together and the roles of the owner, consultant, general contractor and subcontractor each have in this process
• Identifying the key processes for turning over a building including a building turnover meeting
• Learning how to close out your own organization, including project evaluation, a project evaluation meeting and lessons learned so that the company can realize what went well and what did not go so well

Participants will be introduced to best practices and “tips and tricks” that will expedite and simplify the takeover of a project by its owner from the contractor so that the last 3% of the project is not 15% of the effort.

Newly updated and exclusive to this workshop is a comprehensive manual that is used as a reference and guide throughout the sessions. The manual is based on accumulated knowledge gathered over 40 years in the construction industry. It is a valuable and effective tool that contains not only practical how-to’s, checklists and templates but will also be a foundation for new processes and procedures back in the office or on the jobsite. In addition, registrants will be provided with all native templates of the checklists and spreadsheets.

Industry Credits  

This course is worth 2 Gold Seal credits and 6 Informal Continuing Professional Development (CPD) credits as approved by BC Housing.

Who should attend:

General contractors, subcontractors, architects, designers, engineers, consultants, Bid/Proposal Managers and allied professionals in the construction industry.

Course Format

• Live, Online, Instructor-led training. This is a highly interactive course facilitated by the instructor on a video platform.
• You will be expected to have your webcam on during the whole class and participate in break-out rooms, small-group discussions, and other activities with your instructor and classmates during the course.
• Course access information will be provided to you in advance of the training by your instructor
• Full attendance and participation in all sessions is mandatory for course completion. If a student misses a class session, we are unable to transfer registration or provide a partial refund of the registration fees.

Course Requirements (Technology & Participation)

This course requires full face-to-face interaction and participation from both the instructor and students. In order to attend, you’ll must make sure you have the following:

• Computer or laptop with webcam (webcams are mandatory): This course will involve 100% on-screen interaction with your instructor and classmates, reading/viewing on-screen content like slides or videos, and interacting via typing with questions or responses. For this reason, you must have a webcam and use a full computer/laptop, and we do not permit students to attend using a tablet or cell phone.
• A quiet space with minimal distractions: Please plan to be fully engaged in the class, and clear your work schedule just as you would for attendance in an in-class program.

Refunds or Transfers: 

• Five (5) or more business days before the course start date: Full refund of registration fees or can be transfers to a different course date.
• Less than five (5) business days before the course start date and course no-shows: No refunds or transfers to future course dates.
• For a complete document on the NRCA Education Policies, click here. 

Other Policies

• Substitution of another member of your company/team is permitted up to the course start date for no additional fee.
• Unless otherwise stated, every person able to see, hear, and observe the virtual course sessions must be a paid participant. Non-compliance of this requirement will result in removal from the course. Refunds will not be issued to students who are removed from the course for non-compliance of this requirement.
• If the NRCA has to postpone or cancel courses due to insufficient enrolment, NRCA will refund the registration fee or, if possible, the attendee may choose to move to an identical session in the future.