Effective Project Close-Out for HVAC/Sheet Metal Contractors: Successful Practices Guide


Dr. Jason Lucas, Associate Professor
Dr. Dhaval Gajjar, Assistant Professor
Clemson University



Project Management Institute (PMI) formally defines “project closing” as the processes that are performed to conclude all activities to formally complete the project, phase, or contractual obligations.

Project closeout is typically the final stage of the project, where the project team demobilizes, the project documents archived, the punch list items completed, and the project handed over to the client.

Project close-out in the construction industry has been a challenge, as the close-out process typically tends to linger on way past project completion. The main purpose of this study is to investigate different project close-out processes currently utilized by various mechanical and sheet metal companies in the industry.