CSI describes the facility manager as a key stakeholder during project closeout and turnover. Their role is to receive the information, materials, and training needed to operate the completed facility in accordance with the Owner’s Project Requirements (OPR).
Typical responsibilities for the facility manager at closeout, as outlined in CSI’s Project Delivery Practice Guide, include (paraphrased):
Participating in commissioning and training sessions.
Verifying receipt of operation and maintenance (O&M) manuals, warranties, and record documents.
Confirming that required spare parts, attic stock/excess materials, and special tools have been delivered.
Ensuring staff have sufficient training to operate building systems during the initial occupancy period.
This is captured best by Option A, which aligns closely with CSI’s description of closeout responsibilities for the facility manager.
Why the other options are not correct:
B. Coordinate with the architect a final clean-up and site restoration – Final cleaning and site restoration are responsibilities of the contractor, overseen by the A/E and owner. The facility manager may observe but is not normally the one coordinating this work in the contract documents.
C. Hire a new security company – Selecting or changing service vendors (like security firms) is an owner/facility operations business decision, not specifically identified in CSI’s project closeout procedures. It is not a standard closeout task defined in the construction documents.
D. Draft the final changes on the as-built documents – CSI differentiates between “project record documents” maintained by the contractor during construction and record drawings/specifications produced by the A/E (when required). The facility manager receives these but does not normally draft or edit them.
CSI References (no links):
CSI Project Delivery Practice Guide – chapters on Construction Phase and Facility Management/Closeout.
CSI Construction Specifications Practice Guide – sections on project closeout, O&M data, and attic stock.
