Closeout and Lessons Learned Review
2026-10-05 · Jordan Pike (PM), Elena Varga (CM), Carl Mendez (Superintendent), client project engineer, client outage manager, Dale Whitaker, R. Okafor, Wes Turner, Marcus Lee, Priya Raman, Hannah Price, Grant Fowler, Nina Brooks · All meetings
Items pulled from this meeting
Each item links to the line it was read from. Accepting an action or date puts it on that trade's watch list; accepting a decision adds it to the decision register. Your name is recorded with it.
Lessons learned go into the next outage execution plan for PM1; the client keeps the register.
Accepted by Jordan Pike, PM on 2026-10-05 · PMGT · decision register
Log as a schedule delay
Retainage is released at the end of the 12-month warranty, not at turnover.
Accepted by Jordan Pike, PM on 2026-10-05 · COMM · decision register
Log as a schedule delay
Jordan Pike to issue the final cost report and lessons learned PM-CLOSE-01 by 2026-10-07.
Accepted by Jordan Pike, PM on 2026-10-05 · PMGT · owner Jordan Pike · due 2026-10-07 · watch item MTG-4-27
Log as a schedule delay
[Grant Fowler] Hand the signed turnover package index TO-PKG-01 to the client by 2026-10-06.
Accepted by Jordan Pike, PM on 2026-10-05 · COMM · owner Grant Fowler · due 2026-10-06 · watch item MTG-4-28
Log as a schedule delay
Meeting text
- # Closeout and Lessons Learned Review
- Date: 2026-10-05
- Attendees: Jordan Pike (PM), Elena Varga (CM), Carl Mendez (Superintendent), client project engineer, client outage manager, Dale Whitaker, R. Okafor, Wes Turner, Marcus Lee, Priya Raman, Hannah Price, Grant Fowler, Nina Brooks
- ## Summary
- Paper went on the reel on outage day 35, the contract date, and the 72-hour performance run passed.
- The punch list closed on day 48 and the turnover packages were accepted. Approved changes added $1.14M,
- mostly mill-requested scope taken while the machine was open. 0 recordable injuries on the job;
- two near misses and one first aid case, each with its fix verified.
- ## Key points
- - Lesson: survey new sole plate heights against the frame drawing before the shims are cut (D-005).
- - Lesson: check every OEM interface bolt circle against the laser scan before the outage (D-004).
- - Lesson: plan a third boring pass and carry a spare sleeve for each idler bore (D-003).
- - Lesson: tether pins and hand tools above 6 ft from the first shift (near miss on day 6).
- - Lesson: drain and verify at the low point is now on the line break permit form (near miss on day 14).
- - Repeat: the machine room crane set the blow boxes and saved a mobile crane day (CO-004).
- ## Decisions
- - Lessons learned go into the next outage execution plan for PM1; the client keeps the register.
- - Retainage is released at the end of the 12-month warranty, not at turnover.
- ## Action Items
- - Jordan Pike to issue the final cost report and lessons learned PM-CLOSE-01 by 2026-10-07.
- - [Grant Fowler] Hand the signed turnover package index TO-PKG-01 to the client by 2026-10-06.