Section 10: Transition to Construction Plan

Section 10: Transition to Construction Plan

Transition to Construction Plan

The Transition to Construction Plan is the strategy for completing/closing all preconstruction activities and handing over the project to the Project Engineer.

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Project Delivery Plan 1. Risk Management

2. Roles & Responsibilities

3. Scope Management

4. Cost Management

5. Schedule Management

6. Change Management

7. Procurement Management

8. Communications Management

9. Quality Management

10. Transition to Construction Plan

Transition to Construction Plan

This topic covers the following:

• Learning Objectives

• Why does the PDP include a section for Transition to Construction?

• Example of a Transition to Construction Plan

• What is the PM’s Role in Transition to Construction?

• How to create a Transition to Construction Plan

• Archiving Project Records

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Learning Objectives

Participants will:

• Recognize the value and purpose of a Transition to Construction Plan

• Be able to prepare a Transition to Construction Plan

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Example Transition to Construction Plan

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What is the PM’s Role in Transition to Construction?

Develop a Transition Plan

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Capture best practices; archive project documents

Transfer project information; closeout financial accounts and contracts

The transition of PM duties from the Design PM to the Construction Project Engineer:

–Begins when a project has been advertised

– Is complete when a project has been awarded

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What is the PM’s Role in Transition to Construction?

Transition to Construction (Class Discussion)

What information do you typically convey to the Construction Project Engineer when a project is awarded for construction?

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1. Important project info to provide to the Project Engineer

• Calculations

• Open issues from preconstruction

• Up-to-date logs (Action/Issue/Decision/Change, Risk, etc.)

• Outstanding commitments (stakeholders, local agencies, etc.)

• ROW & Utilities Agreements

• Environmental commitments & permit requirements

• Availability of design support during construction

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How to create a Transition to Construction Plan

2. A list of items to be closed

• Ensure proper closeout of financial transactions, contracts, task orders, evaluations, etc.; Note: Some TOs for design services that support construction will remain open

• Identify timelines and procedures

3. Plan for documenting best practices

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• Include a standing agenda item to collect Best Practices at project status meetings


4. Plan for Acknowledging/recognizing team members

5. Plan for archiving project records

• Identify the protocol to be used for archiving project information

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Archiving Project Records

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Chief Engineer’s Memo dated September 11, 2017 provides the protocol for archiving project records, including preconstruction records:


Two Key Dates:

• January 1, 2018 – It is recommended that projects awarded after this date use ProjectWise to electronically archive project documents using the As-Constructed/As-Built Plan template

• January 1, 2019 - It is required that projects awarded after this date use ProjectWise to electronically archive project documents using the As-Constructed/As-Built Plan template

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The file plan is in ProjectWise; it includes specific documents and lists the subfolder where each will be storedhttps://cdot-pwz.dot.state.co.us/CDOTgMailLauncher.aspx?pw://VHQPWZ01.dot.state.co.us:pwiseproduction/Documents/P{1f74ebbf-2c90-455c-930b-6ff6cbc709cc}/

Questions/Discussion

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