Close out a construction project
Prerequisites
- Everything in Monitor an active construction project's prerequisites.
- The ongoing-monitoring reports (particularly cost-to-complete and change-order exposure) generated at least once — the job-completion pack cites their figures directly rather than recomputing them.
Purpose
Produce the two reports a project manager or operations lead uses when a project is approaching completion: a weighted operational scorecard across six categories, and a job-completion checklist and review pack. Neither report requires the project to actually be finished to run — both are designed to be usable as a live status check throughout the project, and both say so honestly if the project is still under construction.
Procedure
1. Point both binaries at the project's data directory
2. Run the operational scorecard
This renders a full weighted scorecard — six categories (safety, quality, client relationships, cost control, schedule, documentation), each with its own set of real questions and point weightings. A small number of questions in the safety category are automatically evidenced from the safety-activity register covered in Monitor an active construction project — for example, whether a required monthly submission exists on file for a given period is a fact the register can confirm mechanically. Every other question — which is most of them — is explicitly marked as requiring human review. No question is ever auto-scored based on a judgment call this engine has no way to observe.
3. Run the job-completion pack
This renders a full job-completion checklist (dozens of real close-out items — final inspections, warranty documentation, key handover, and similar) and a structured project-review template. A small number of checklist items that map onto figures the engine already computes — a final cost projection, a summary of change-order exposure — cite those figures directly from the reports covered in Monitor an active construction project, each one explicitly labeled as a current, in-progress snapshot rather than a final number. Every other item is a plain fill-in template, since most close-out actions (returning keys, cancelling insurance, obtaining a utility-transfer confirmation) are physical-world actions this engine has no way to observe.
Expected outcome
Two files each, ksf_evidence.{html,pdf} and job_closeout.{html,pdf}, written to <data-dir>/outputs/<year>/.
Verification
- Neither report ever claims the project is complete on its own authority. If you run these against a project that is still under construction, both reports say so plainly — the job-completion pack in particular states outright, in its own basis-of-preparation note, that it is rendering against an in-progress project. If a report you generate reads as though it's asserting completion, that's a defect worth reporting, not an expected outcome.
- Open both PDFs and confirm every cited figure is labeled as a snapshot, not a final number, wherever a checklist item or scorecard question cites another report's data.
- Re-run Monitor an active construction project's dashboard afterward to confirm both new files appear under the "Job Completion" section.
What this task does not do
- It does not score judgment questions. The overwhelming majority of the scorecard's questions, and several close-out checklist items, require a human reviewer's own assessment. Nothing in either report attempts to answer them.
- It does not compute a final cost or a final change-order figure. Both reports cite the current, in-progress figures from the ongoing-monitoring reports — running this task does not itself close the books on a project.
- It does not require the project to be finished. Both binaries run against any project state, at any point — there is no "the project isn't done yet" error condition.
Edge cases
- A project with no real data behind the reports it cites still renders a complete report — every checklist item and scorecard question is present, with the citation fields showing an honest "unmeasured" state rather than being omitted.
Rollback
Nothing to undo — both binaries read existing files and write only into <data-dir>/outputs/<year>/.
Next steps
- Monitor an active construction project — the reports these close-out reports cite
See also
- tool-construction — construction cost, schedule, and quality ledger — the ledger design and the full report list, including these two
Cite this record: /wiki/close-out-a-construction-project — revision a565f9df, last updated 7 September 2026.