Dan Frasier, PE, CCP

www.CornerstoneCx.com

Successful Turnover of New and Renovation Construction Projects

Agenda

1. Defining Successful Turnover

2. Planning for Turnover

3. Ensuring Success Beyond Turnover

Learning Objectives

1. To understand how to define the end goal for measuring turnover success.

2. To learn to develop a model for planning the turnover process.

3. To understand how to deliver new and ren-ovated facilities to provide immediate and sustained beneficial use.

Defining “Turnover”The point in the project when the contractor turns the building over to the Owner.

May also be referred to as: Beneficial Occupancy Final Completion

NOT Substantial Completion

Defining Successful Turnover

What to Avoid Early or phased

occupancy Contractors depart

before completion Incomplete Division 1 specifications Commissioning considered as an “after-con-

struction phase” activity

Defining Successful Turnover

What should an Owner expect? All systems turned over like new Failure tests successfully completed All systems fully functional:

No substantial commissioning issues Smooth ramp-up of

facility operations

Planning for Successful Turnover

Plan early Thoroughly discuss expectations for

turnover during the Design Phase

Define and specify expectations in the Di-vision 1 Specifications

Clearly communicate expectations at pre-bid meeting and construction kickoff

Planning for Successful Turnover

Division 1 SpecificationsGeneral Conditions of Contract Schedule Coordination Use of Owner’s Permanent Systems Defining Acceptance Owner Training Seasonal Tests Warranty Conditions

Planning for Successful Turnover

Division 1 Specifications01 32 16 Construction Progress Schedule

Schedule Coordination Critical Path Method Commissioning milestones

integrated into master construction schedule Commissioning test pre-requisites

Controls verified per commissioned TAB meets design flows Integrated System Tests

Planning for Successful Turnover

Division 1 Specifications01 50 00 Temporary Facilities & Controls

Plan for Use of Owner’s Permanent Systems Specify a clear standard of care for the Owner’s

permanent equipment Contractors maintain systems used to condi-

tion the facility before turnover Contractor submits the Plan for approval by the

Owner, A/E and/or CxA

Systems must be operated for extended periods before turnover.

Planning for Successful Turnover

Division 1 Specifications 01 70 00 Execution and Closeout Requirements

Defining Acceptance Beneficial Occupancy? Substantial Completion? Final Completion?

It’s critical to include the commissioning process in the acceptance of the building.

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Planning for Successful Turnover

Division 1 Specifications01 79 00 Demonstration & Training

Owner Training Training Log used to initiate dialogue between the

Owner and Contractors O&M Staff need to know the building “Soft Landing” services go beyond turnover

Planning for Successful Turnover

Division 1 Specifications 01 91 13 General Commissioning

Seasonal Tests Chillers and Boilers Heat recovery equipment Freeze protection systems Humidification equipment

Planning for Successful Turnover

Division 1 Specifications01 78 36 Warranties

Warranty Conditions Duration: 1, 2 or 3 years Start date How is it managed? Endurance Period?

Planning for Successful Turnover

Effective Execution at Turnover

Effective Execution at Turnover

Use a matrix tool to track readiness for commissioning testsAssures time to commission before turnover.

Identify unprotected equipment duringconstruction to prevent degraded performance

Effective Execution at Turnover

Address dust and debris to minimize ef -fects on system performance.

Effective Execution at Turnover

Ensuring Success Beyond Turnover

Ensuring Success Beyond TurnoverSmooth Handoffs Transfer of knowledge from Cx Authority to O&M

Ensuring Success Beyond TurnoverSoft Landing services Especially critical on complex facilities Regular support by CxA as facility ramps up Preventive Maintenance data and collabora-

tion

On-going review of facility operation Verify facility meets program needs Verify sequences of operation are not overridden Adjust control setpoints and PID loops

Summary1. Clarity of owner expectations at

turnover must be in specifications

2. Tie the commissioning process to the acceptance of the building

3. Owner must understand how to use the facility

Dan Frasier, PE, CCP

www.CornerstoneCx.com

Thank you!