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Best Practices of
Commissioning to Follow
During theTurnover Phase
www.global-cxm.com
Commissioning -Turnover Phase
• The turnover phase of any construction project is a well-ordered shift
of building operations to the operation and maintenance (O&M) team
from the project commissioning management services team.
• This transition is physical, signifies completion of commissioning-
specific activities and involves knowledge transfer in the form of
documentation.
• A successful transition is said to occur when the commissioning-
specific documentation is complete, fully organised, building systems
are operable as per the design and O&M personnel are trained
appropriately to operate the systems.
www.global-cxm.com
Up to Date As-Built Documentation
• Construction projects are largely directed by design documents that elucidate
and describe countless working elements that require to be put together for a
successful turnover.
• The global commissioning management authority requires to be updated about
the modifications as they impact commissioned equipment and gets updated
documentation from the project team.
• The commissioning authority is not accountable for updating design-specific
documents, but they are responsible to ensure that red-lined updates are
reflected well in as-built drawings given to the owner – particularly, mechanical
as well as controls as-builts.
• As-builts provide the O&M personnel with comprehensive information, using
which they fix system problems, locate equipment, trend the performance of
equipment and transfer knowledge to new personnel as and when needed.
www.global-cxm.com
Well-Structured Commissioning
Documentation
• Similar to design documents, commissioning documentation should
showcase the real conditions of the commissioned systems.
• At the least, the commissioning final report should consist of the
Commissioning Plan and Performance Verification Criteria, Pre-
Functional (PFC) and FPT notes, the Commissioning Issues Log and a
letter of acceptance, along with supporting documents like Testing
Adjusting and Balancing report, site visit reports, etc.
• The FPT and PFC notes are crucial resources that could aid present and
future building operators in developing a systems manual (if not
provided in the turnover phase) and help them with re-commissioning,
three to five 5 years post turnover.
www.global-cxm.com
www.global-cxm.com
Providing a Systems Manual
• As part of the turnover package, the systems manual is not needed,
unless the project seeks LEED Enhanced. Having said that, it’s
another important resource that may ensure a successful turnover.
• Moreover, a systems manual should ideally include riser diagrams,
control sequence highlights and control drawings. It is basically a tool
that can be utilised by O&M personnel for troubleshooting,
operating, and maintaining and monitoring building performance.
www.global-cxm.com
Developing a Re-Commissioning Plan
• In general, the re-commissioning plan should detail the following:
Overview of the on-going commissioning process
Responsibilities and roles of the commissioning team
Schedule of re-commissioning
List of the systems involved
In-depth instructions for the replication of FPTs, implemented by the
commissioning authority in the Acceptance phase.
Re-commissioning documents to monitor outcomes
Instructions and recommendations to set and track facility performance
benchmarks
www.global-cxm.com
Contact US
• Address: Global Commissioning Management
and Software Ltd, Unit 2, Chestfield Business Park
Whitstable | Kent, CT5 3JB
www.global-cxm.com

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Best Practices of Commissioning to Follow During the Turnover Phase

  • 1. Best Practices of Commissioning to Follow During theTurnover Phase www.global-cxm.com
  • 2. Commissioning -Turnover Phase • The turnover phase of any construction project is a well-ordered shift of building operations to the operation and maintenance (O&M) team from the project commissioning management services team. • This transition is physical, signifies completion of commissioning- specific activities and involves knowledge transfer in the form of documentation. • A successful transition is said to occur when the commissioning- specific documentation is complete, fully organised, building systems are operable as per the design and O&M personnel are trained appropriately to operate the systems. www.global-cxm.com
  • 3. Up to Date As-Built Documentation • Construction projects are largely directed by design documents that elucidate and describe countless working elements that require to be put together for a successful turnover. • The global commissioning management authority requires to be updated about the modifications as they impact commissioned equipment and gets updated documentation from the project team. • The commissioning authority is not accountable for updating design-specific documents, but they are responsible to ensure that red-lined updates are reflected well in as-built drawings given to the owner – particularly, mechanical as well as controls as-builts. • As-builts provide the O&M personnel with comprehensive information, using which they fix system problems, locate equipment, trend the performance of equipment and transfer knowledge to new personnel as and when needed. www.global-cxm.com
  • 4. Well-Structured Commissioning Documentation • Similar to design documents, commissioning documentation should showcase the real conditions of the commissioned systems. • At the least, the commissioning final report should consist of the Commissioning Plan and Performance Verification Criteria, Pre- Functional (PFC) and FPT notes, the Commissioning Issues Log and a letter of acceptance, along with supporting documents like Testing Adjusting and Balancing report, site visit reports, etc. • The FPT and PFC notes are crucial resources that could aid present and future building operators in developing a systems manual (if not provided in the turnover phase) and help them with re-commissioning, three to five 5 years post turnover. www.global-cxm.com
  • 6. Providing a Systems Manual • As part of the turnover package, the systems manual is not needed, unless the project seeks LEED Enhanced. Having said that, it’s another important resource that may ensure a successful turnover. • Moreover, a systems manual should ideally include riser diagrams, control sequence highlights and control drawings. It is basically a tool that can be utilised by O&M personnel for troubleshooting, operating, and maintaining and monitoring building performance. www.global-cxm.com
  • 7. Developing a Re-Commissioning Plan • In general, the re-commissioning plan should detail the following: Overview of the on-going commissioning process Responsibilities and roles of the commissioning team Schedule of re-commissioning List of the systems involved In-depth instructions for the replication of FPTs, implemented by the commissioning authority in the Acceptance phase. Re-commissioning documents to monitor outcomes Instructions and recommendations to set and track facility performance benchmarks www.global-cxm.com
  • 8. Contact US • Address: Global Commissioning Management and Software Ltd, Unit 2, Chestfield Business Park Whitstable | Kent, CT5 3JB www.global-cxm.com