About This Course

The Capital Project Deliverables Compendium™ is a Concord® Training System designed to standardize how capital projects are planned, defined, executed, and closed.

This course provides a complete, stage-by-stage overview of all required deliverables across the capital project lifecycle, supported by clear instructions, context, and practical templates that project managers can apply immediately.

Built for both new and developing project managers, the system offers a structured reference that clarifies what must be produced at each gate, how deliverables integrate, and how consistent documentation improves safety, quality, cost control, and execution readiness.
The Compendium reflects real owner and EPC practices and is aligned with established project management processes, stage-gated governance, and field-driven execution requirements.

Learners will gain a repeatable approach to project delivery that strengthens decision-making, reduces ambiguity, and supports reliable performance across engineering, procurement, construction, commissioning, and closeout.

This course is intended to serve as a foundational standard for capital project professionals and as a long-term reference for day-to-day work.

Course Content

    1. Purpose of This Training

    2. How to Use This Training

    3. Scope

    4. Usage Rules

    5. Copyright Notice

    1. Deliverable 1.1: Project Premise – Initial Version

    2. Deliverable 1.2: Options Identification & Screening Matrix

    3. Deliverable 1.3: High-Level Scope Definition

    4. Deliverable 1.4: Preliminary Cost Estimate (ROM: −20% / +100%)

    5. Deliverable 1.5: Preliminary Schedule (Milestone-Level)

    6. Deliverable 1.6: Initial Risk Register (FEL-2A version)

    7. Deliverable 1.7: Stakeholder Map / Engagement Summary

    8. Deliverable 1.8: Environmental & Permitting Screening

    9. Deliverable 1.9: Early Construction & AWP Alignment Summary — FEL-2A

    10. Deliverable 1.10: FEL-2A Decision Support Package (DSP)

    1. Deliverable 2.1: Updated & Frozen Project Premise (Final FEL-2 Version)

    2. Deliverable 2.2: Final Option Selection & Concept Basis (One Recommended Concept)

    3. Deliverable 2.3: Initial Basis of Design (BOD) – FEL-2 Version

    4. Deliverable 2.4: Value Improvement Practices (VIP) Summary (Completed/Screened)

    5. Deliverable 2.5: FEL-2B Cost Estimate (−15% / +30%) + Basis of Estimate

    6. Deliverable 2.6: FEL-2B Schedule (Level 2) + Schedule Basis

    7. Deliverable 2.7: Procurement & Contracting Strategy (FEL-2B Edition)

    8. Deliverable 2.8: Updated Risk Register (FEL-2B)

    9. Deliverable 2.9: Construction Work Areas (CWAs) – Updated & Approved

    10. Deliverable 2.10: Path of Construction (PoC) – FEL-2B Version

    1. Deliverable 3.1: Final Basis of Design (BOD)

    2. Deliverable 3.2: PFDs – Issued for Design / Acceptance

    3. Deliverable 3.3: P&IDs – Issued for Design (IFD)

    4. Deliverable 3.4: HAZOP Report + Action List

    5. Deliverable 3.5: Discipline Design Deliverables List/ EWP List (Frozen Scope)

    6. Deliverable 3.6: Path of Construction (PoC) – FEL-3 Structured Version

    7. Deliverable 3.7: Procurement & Contracting Plan (Final)

    8. Deliverable 3.9: Definitive Cost Estimate (±10%) + Basis of Estimate (BoE)

    9. Deliverable 3.10: Level-3 Schedule + EWP/CWP Release Plans + Schedule Basis

    10. Deliverable 3.11: Project Execution Plan (PEP)

    11. Deliverable 3.12: The FID Package Readiness Checklist

    1. Deliverable 4.1: Interface Management Register/ RACI Matrix Update

    2. Deliverable 4.2: Change Management Log (Engineering & Procurement)

    3. Deliverable 4.3: EWP/CWP Release Plans (AWP-Aligned - Updated) + Level 4 schedule updates

    4. Deliverable 4.4: Model Review (3D Model) – Coordination Reviews

    5. Deliverable 4.5: Procurement Status Report (PSR) / Expediting Log (PWP Aligned)

    6. Deliverable 4.6: EWPs/ IFC Drawing Set (Issued for Construction) – All Disciplines

    7. Deliverable 4.7: IFC Specifications, BOM & Procurement Package

    8. Deliverable 4.8: Vendor Data Requirements & Tracking Log per PWP (SDRL / VDRL)

    9. Deliverable 4.9: Purchase Orders (POs) — Issued & Executed / Mapped to PWPs

    10. Deliverable 4.10: Technical Query (TQ) / Engineering Change Log

    11. Deliverable 4.11: Final Construction Work Packages (CWPs) – IFC-Aligned

    12. Deliverable 4.12: Updated Cost & Schedule Forecast

    13. Deliverable 4.13: Construction Execution Plan (CEP)

    1. Deliverable 5.1: Field Readiness / Construction Readiness Review (CRR)

    2. Deliverable 5.2: Installation Work Package (IWP) Release Plan

    3. Deliverable 5.3: Individual IWPs (Issued for Installation)

    4. Deliverable 5.4: Construction Constraint Log

    5. Deliverable 5.5: Field Progress Measurement (Rules of Credit Applied)

    6. Deliverable 5.6: Construction Daily/Weekly Reports

    7. Deliverable 5.7: RFI / Technical Query (TQ) Log – Construction Version

    8. Deliverable 5.8: Quality Records Package (Inspection & Test Plans, Check Sheets)

    9. Deliverable 5.9: Updated Construction Schedule (IWP/CWP-Integrated)

    10. Deliverable 5.10 : Workface Planning Minimum Requirements

    11. Deliverable 5.11: Executed Construction Contract Packages

    12. Deliverable 5.12: Contract Change Log (Construction Commercial Register)

    1. Deliverable 6.1: System Turnover Packages (STPs)

    2. Deliverable 6.2: Commissioning Package

    3. Deliverable 6.3: System-by-System Startup Plan

    4. Deliverable 6.4: Operations Readiness & Handover Package

    1. Deliverable 7.1 Project Closeout Report

    2. Deliverable 7.2: Final Cost Report / Final Forecast

    3. Deliverable 7.3: Final Schedule (As-Built) + Variance Analysis

    4. Deliverable 7.4: Lessons Learned Register (Final Version)

    5. Deliverable 7.5: Document Archival Index / Turnover of Final Documentation

    6. Deliverable 7.6: Final Handover to Operations / Maintenance Certificate

    1. FEL Checklist Review

    2. AWP Checklist Review

    3. PDRI Review

    4. Standardized Project Meetings

    1. Course Completion Notice

    2. Using This Compendium in Your Projects

    3. Taking the Concord® Capital Project Manager Certification Exam

    4. Recordkeeping & Compliance

    5. Continued Learning & Reference

    6. Support & Contact

About this course

  • 81 lessons

FAQ

  • What is the Capital Project Deliverables Compendium™?

    It is a Concord® Training System that provides a complete, stage-by-stage set of required deliverables for capital projects, supported by instructions, context, and practical templates.

  • Who is this course designed for?

    Project managers, project directors, project engineers, construction coordinators, and professionals entering or advancing within capital project delivery roles.

  • How long do I have access to the course?

    Enrollment includes 12 months of access to all modules, templates, deliverables, and updates.

  • Are templates included?

    Yes. The course includes downloadable, ready-to-use templates for key deliverables across the entire capital project lifecycle.

  • Does this course prepare me for a certification?

    Yes. The Compendium serves as foundational knowledge for the Concord® Capital Project Manager Certification Exam.

  • Is this course self-paced?

    Yes. All modules and materials are available on-demand so you can proceed at your own pace.

  • Can companies purchase team access?

    Yes. Enterprise access and multi-seat licenses are available upon request at [email protected]

  • Do I need prior experience in capital projects?

    No. The course is structured to support both new and developing project managers, as well as experienced professionals seeking greater structure and consistency.

  • Is this course aligned with PMBOK®, CII, or IPA requirements?

    Yes. The Compendium is fully compatible with PMBOK®, CII best practices, and IPA’s stage-gate and FEL principles. However, it provides a more standardized and comprehensive deliverables system, built on real Owner-side project requirements and practical field experience. It translates high-level methodologies into the actual documents, templates, and lifecycle controls needed to deliver successful capital projects.

Pricing

Access includes 12 months of full use of the Compendium, templates, and all training materials.