Project Turnover Workflow¶

In the construction industry, effective project turnover is crucial for ensuring a seamless transition from the estimating phase to the operational execution of a project. At OVI General Contracting, we have developed a comprehensive Project Turnover process that meticulously ensures all necessary information, documentation, and resources are handed over to the respective teams. This process facilitates better communication and coordination, enhancing the overall efficiency and success of our projects.

The Project Turnover process involves several key artifacts and stages, beginning with the customer's Request for Proposal (RFP) and culminating in the mobilization of construction activities.

In this workflow, you will find a map of all the activities and tasks that comprise project turnover. This workflow provides an estimating-centric view of the body of work, detailing the inputs and outputs from the perspective of the estimating department. Outputs from the Turnover Workflow serve as inputs to downstream workflows for the Construction and Operations departments.

Assumptions: The Turnover Workflow assumes that the Proposal Workflow has been completed successfully and that the customer has issued the company a project award. The Proposal Workflow is an upstream prerequisite to turnover, detailing the mapping of the proposal workflow.

Figure 1 outlines the flow of critical documents and information across different departments, from the initial bidding stage to the operational phase. By understanding this flow, all team members can appreciate the interconnectedness of their roles and the importance of timely and accurate information exchange.

Figure 1: Project Turnover Workflow

graph LR
    subgraph Turnover
        direction LR
        style Turnover fill:#ffd700,stroke:#333,stroke-width:2px,padding:10px,color:#000,font-weight:bold,text-transform:uppercase

        subgraph Estimating
            direction LR
            style Estimating fill:#ff8c00,stroke:#333,stroke-width:2px,padding:10px,color:#000

            subgraph Activity
                direction LR
                style Activity fill:#dda0dd,stroke:#333,stroke-width:2px,padding:10px,color:#000
                A1["Material Stocking Report"]:::darkBox
                B1["Man Hours Report"]:::darkBox
                C1["Field Proposal"]:::darkBox
                D1["Sub Rough Scope Narrative"]:::darkBox
                E1["Award Letter"]:::darkBox
                F1["Owner Proposal"]:::darkBox
                G1["Vendor Quote"]:::darkBox
                H1["PreBid RFI"]:::darkBox
                I1["PreBid Photos"]:::darkBox
                J1["Subcontractor Bids"]:::darkBox
                K1["Permit /IFC Set Plans"]:::darkBox
                L1["Permits"]:::darkBox
                M1["Bid Set Plans"]:::darkBox
            end

            subgraph Activity2
                direction LR
                style Activity2 fill:#dda0dd,stroke:#333,stroke-width:2px,padding:10px,color:#000
                A2["Sub Rough Scope Narrative"]:::darkBox
                B2["Owner Proposal"]:::darkBox
                C2["Estimate"]:::darkBox
                D2["Award Letter"]:::darkBox
                E2["Vendor Quote"]:::darkBox
                F2["Subcontractor Bids"]:::darkBox
            end
        end

        subgraph Construction
            direction LR
            style Construction fill:#9370db,stroke:#333,stroke-width:2px,padding:10px,color:#000
            N["Field Specs"]:::darkBox
        end

        subgraph Operations
            direction LR
            style Operations fill:#9370db,stroke:#333,stroke-width:2px,padding:10px,color:#000
            G["Subcontracts"]:::darkBox
            H["Prime Contract"]:::darkBox
            I["AP"]:::darkBox
            J["Compliance"]:::darkBox
        end
    end

    A1 --> N
    B1 --> N
    C1 --> N
    D1 --> N
    E1 --> N
    F1 --> N
    G1 --> N
    H1 --> N
    I1 --> N
    J1 --> N
    K1 --> N
    L1 --> N
    M1 --> N

    A2 --> G
    B2 --> H
    C2 --> H
    D2 --> H
    E2 --> I
    F2 --> J

    classDef darkBox fill:#333,color:#fff,stroke:#333,stroke-width:2px

Activity 1: Outputs to Construction¶

Material Stocking Report Man Hours Report Field Proposal Sub Rough Scope Narrative Award Letter Owner Proposal Vendor Quote PreBid RFI PreBid Photos Subcontractor Bids Permit /IFC Set Plans Permits Bid Set Plans

Activity 2: Outputs to Operations¶

Subcontracts Prime Contract AP Compliance