HVAC Mechanical Contractors Framework for Effective Project Close-Out

8 pages•Published: December 11, 2023

Jason Lucas, Dhaval Gajjar, Marchell Magxaka and Bishesh Bharadwaj

Abstract

Project close-out activities and the transfer of information to the general contractor and owner are critical steps in meeting desired project outcomes and receiving timely final payments. This process, when not planned for, leads to delays and challenges that can harm a project's profitability and overall owner satisfaction. HVAC contractors are one of the major trades on construction job sites responsible for providing important facility operational information. If their close-out processes are not effective, they not only threaten their internal project success but can cause prolonged delays for other project stakeholders. This paper discusses a framework for project close-out for HVAC mechanical contractors. The research developed and analyzed fourteen (14) case studies documenting different companies' close-out processes. This allowed for identifying common challenges and existing workflows to determine how various companies addressed those challenges. The study resulted in a framework, represented as a process model workflow, to help HVAC mechanical contractors improve their internal close-out processes.

Keyphrases: close out, hvac mechanical contractor, information turnover, project controls

In: Tom Leathem, Wes Collins and Anthony Perrenoud (editors). Proceedings of 59th Annual Associated Schools of Construction International Conference, vol 4, pages 20-27.

Links:	https://easychair.org/publications/paper/RSHt
	https://doi.org/10.29007/5jm1

BibTeX entry

@inproceedings{ASC2023:HVAC_Mechanical_Contractors_Framework,
  author    = {Jason Lucas and Dhaval Gajjar and Marchell Magxaka and Bishesh Bharadwaj},
  title     = {HVAC Mechanical Contractors Framework for Effective Project Close-Out},
  booktitle = {Proceedings of 59th Annual Associated Schools of Construction International Conference},
  editor    = {Tom Leathem and Wes Collins and Anthony Perrenoud},
  series    = {EPiC Series in Built Environment},
  volume    = {4},
  publisher = {EasyChair},
  bibsource = {EasyChair, https://easychair.org},
  issn      = {2632-881X},
  url       = {/publications/paper/RSHt},
  doi       = {10.29007/5jm1},
  pages     = {20-27},
  year      = {2023}}

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