Site Management: Claims & Controls, Documentation and Project Closeout

About the Course

Effective site management is imperative for the success of a construction project. This 5-day Site Management Claims & Controls, Documentation and Project Closeout training course provides a comprehensive programme in managing claims and change orders, overseeing on-site documentation and quality control, and navigating risk monitoring, project closeout, and demobilisation processes. It also covers safety management, risk identification, emergency response, and environmental incident reporting - strengthening hazard mitigation and regulatory compliance oversight capabilities. As projects near completion, site managers bear responsibility for closeout and transition logistics. Delegates have closeout planning tools, documentation deliverable requirements, owner acceptance guidelines, and demobilisation checklists. 

Each day includes facilitated discussion and group exercises modeling real-world construction management scenarios. Delegates will gain proficiency in techniques for submitting, assessing, negotiating, approving, and pricing contract changes between stakeholders. Key documentation methods are reviewed to uphold project controls. Quality assurance and inspection procedures include planning audits, implementing controls, driving corrective actions, and continuous defect prevention. 

Delegates will walk away with comprehensive methods, templates, and best practices tailored to oversee construction sites with greater transparency, accuracy, and precision - enabling construction professionals to optimise on-ground performance and deliver projects on time and within budget.

Core Objectives

The delegates will achieve the following objectives:

• Recall change order and claims protocols 
• Interpret on-site documentation stipulations from permitting policies of the organisation
• Implement quality audit plans and drive improvements as per ISO 
• Assess site hazards and mitigate risks by upholding prescribed occupational safety codes
• Appraise and validate site security controls 
• Formulate environmental monitoring mechanisms and reporting as per the regulations
• Register workforce and submit accurate project wage financial statements 
• Inspect materials received against invoices to prevent non-compliance and customs issues
• Review as-built documentation, testing certificates, and commissioning reports for handover deliverable completeness
• Develop asset transition schedules, permit closure processes, and resource demobilisation plans as mandated closeout requirements

Training Approach

This training course will combine presentations with interactive discussions, practical exercises, and activities. Delegates will be encouraged to actively relate strategic project management principles to their workplace's particular needs.

The Attendees

This training course is designed for construction professionals with extensive experience working on or supporting field construction projects. The sessions will resonate most with those currently managing an active site or gearing up for an upcoming project. Delegates from owners, contractors, developers, and consultancies can derive immense value in shoring up their on-site coordination and control capabilities. They will depart practiced, equipped and confident to expertly manage site quality, changes, closures - driving successful on-budget, on-time project results.

Likewise, it will be valuable to the professionals but not limited to the following:

• Construction Site Supervisors
• Field Engineers
• HSE Safety Professionals
• Government Municipality Personnel
• Field Representatives
• Construction Project Control Leads

Daily Discussion

DAY ONE: CLAIMS & CHANGE ORDERS

• Types of Claims
  • Definition of Claims
  • Common Claims (Delays, Disputes)
  • Claims Process Overview
• Developing and Submitting Claims
  • Identifying Merit
  • Documenting Claim Details
  • Writing Persuasive Claims
  • Review Legal Terms
• Evaluating and Negotiating Claims
  • Assessing Validity of Claims
  • Negotiation Techniques
  • Settlement Considerations
• Change Order Process
• Pricing Change Orders
  • Estimating Costs
  • Determining Fees
  • Supplier/Subcontractor Orders
• Managing Impact on Schedule 

DAY TWO: SITE DOCUMENTATION

• Purpose of Site Documentation
• Field Reports Best Practices
• Legal Requirements
• Daily Field Reports
• Inspection Reports
• Materials Logs
• Non-compliance Reports
  • Safety Violations
  • Environmental Issues
• Document Control Procedures
  • Digitisation
  • Access Controls 

DAY THREE: SITE QUALITY CONTROL

• Quality Control Fundamentals
• Site Inspections
  • Checklists
  • Verification Methods
• Control Processes
  • Statistical Process Control
  • Testing Strategies
  • Implementing Corrective Actions
• Root Cause Analysis
• Improvement Planning
• Lean Tools
• Continual Improvement

DAY FOUR: SITE SAFETY AND RISK CONTROL

• Safety Procedures
• Certifications
• Compliance
• Hazard Identification
• Inspection Types
• Emergency Preparedness
• Response Planning
• Communication Trees
• Incident Reporting
• Investigation Procedures
• Documentation 

DAY FIVE: PROJECT CLOSEOUT

• Closeout Planning
  • Phase Handovers
  • Checklists
• Obtaining Owner Acceptance
  • Site Walkthroughs
  • Punch Lists
• Handover Documentation
• Data Transfer
• Asset Registers
• Demobilisation Logistics
  • Responsibilities
  • Equipment Transfers
• Post-Project Evaluation