Dan Frasier, PE, CCP Successful Turnover of New and Renovation Construction Projects Successful...

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Dan Frasier, PE, CCP www.CornerstoneCx.com Successful Turnover of New and Renovation Construction Projects

Transcript of Dan Frasier, PE, CCP Successful Turnover of New and Renovation Construction Projects Successful...

Page 1: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Dan Frasier, PE, CCP

www.CornerstoneCx.com

Dan Frasier, PE, CCP

www.CornerstoneCx.com

Successful Turnover of New and Renovation Construction Projects

Successful Turnover of New and Renovation Construction Projects

Page 2: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

AgendaAgenda

1. Defining Successful Turnover

2. Planning for Turnover

3. Ensuring Success Beyond Turnover

1. Defining Successful Turnover

2. Planning for Turnover

3. Ensuring Success Beyond Turnover

Page 3: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Learning ObjectivesLearning 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.

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.

Page 4: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Defining “Turnover”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

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

Page 5: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Defining Successful TurnoverDefining 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

What to Avoid Early or phased

occupancy Contractors depart

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

struction phase” activity

Page 6: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Defining Successful TurnoverDefining 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

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

Page 7: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Planning for Successful Turnover

Planning for Successful Turnover

Page 8: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

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

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 TurnoverPlanning for Successful Turnover

Page 9: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

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

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 TurnoverPlanning for Successful Turnover

Page 10: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

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

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 TurnoverPlanning for Successful Turnover

Page 11: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

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

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 TurnoverPlanning for Successful Turnover

Page 12: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Division 1 Specifications 01 70 00 Execution and Closeout Requirements

Defining Acceptance Beneficial Occupancy? Substantial Completion? Final Completion?

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

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Planning for Successful TurnoverPlanning for Successful Turnover

Page 13: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

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

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 TurnoverPlanning for Successful Turnover

Page 14: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Division 1 Specifications 01 91 13 General Commissioning

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

Division 1 Specifications 01 91 13 General Commissioning

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

Planning for Successful TurnoverPlanning for Successful Turnover

Page 15: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Division 1 Specifications01 78 36 Warranties

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

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 TurnoverPlanning for Successful Turnover

Page 16: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Effective Execution at Turnover

Effective Execution at Turnover

Page 17: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Effective Execution at TurnoverEffective Execution at Turnover

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

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

Page 18: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Identify unprotected equipment duringconstruction to prevent degraded performanceIdentify unprotected equipment duringconstruction to prevent degraded performance

Effective Execution at TurnoverEffective Execution at Turnover

Page 19: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

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

Effective Execution at TurnoverEffective Execution at Turnover

Page 20: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Ensuring Success Beyond Turnover

Ensuring Success Beyond Turnover

Page 21: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Ensuring Success Beyond TurnoverEnsuring Success Beyond Turnover

Smooth Handoffs Transfer of knowledge from Cx Authority to O&M

Smooth Handoffs Transfer of knowledge from Cx Authority to O&M

Page 22: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Ensuring Success Beyond TurnoverEnsuring Success Beyond Turnover

Soft 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

Soft 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

Page 23: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

SummarySummary

1. 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

1. 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

Page 24: Dan Frasier, PE, CCP  Successful Turnover of New and Renovation Construction Projects Successful Turnover of New and Renovation Construction.

Dan Frasier, PE, CCP

www.CornerstoneCx.com

Dan Frasier, PE, CCP

www.CornerstoneCx.com

Thank you!Thank you!