Attachment 1
TURNOVER PACKAGE CHECKLIST
(exact contents vary based on project type)
May 11, 2010
Name of turnover (system, area, building, or component)
Boundary/footprint of turnover (description with marked-up drawing as required)
Punch list of incomplete work at time of turnover (can only be items that do not affect safe
functioning of the system, area, building or component)
Plan for completing remaining work, discussion of any outages required and the role, if any,
of the O&M staff in supporting the completion activities
O&M manuals and associated information for items within boundary
Copy of transmittal(s)
Confirmation that construction tests (static testing) have been satisfactorily completed or list
of outstanding items; confirmation that independent test records have been submitted and are
available
Confirmation that commissioning (dynamic testing) has been satisfactorily completed or list
of outstanding items
Final System Operating Procedures, as applicable. These operating procedures shall include
an operational narrative for each system. For instance; “VAV boxes unreliable operation post
power failure”
Inventory/list of equipment
Name of item
Classification
Manufacturer
Model #
Serial #
Cost (definition TBD)
Location (building, room number)
Date of installation (defined as SC/BO date)
Who installed
Final Preventive and Corrective Maintenance Procedures, as applicable
Spare parts list
Provide a list of recommended spare parts for each piece of equipment installed in the
facility that requires maintenance on a routine basis and items that might be required
to prevent excessive down-time of building operations. This list shall be balanced to
provide those materials that are deemed by the CxA to be the best economical balance
between items that are a high priority to stock rather than suggesting that every
possible part of a mechanical or electrical nature be stocked. This list shall
complement the facility’s operational objectives.
Status of extra materials (“attic stock” material)
Transmittal for stock already turned over
Schedule for delivery of any remaining material
Confirmation (from the O&M organization) that Maintenance data has been entered into
Maintenance System (Maximo) or the status of that effort
Turnover Process R4 (R4 changes underlined) Page 1
May 11, 2010
Systems Control Center (SCC) Items
“Points” and programs have been established on one of the existing front ends so that
staff can actively monitor the new points.
o Points are inputs/outputs such as temperature sensors, AHU status, etc.
Appropriate alarms and trends have been established per the design documents for the
various points.
System Graphics have been provided as required by the design documents.
Training has been provided to SCC staff regarding the new systems or points,
especially focusing on any systems with unusual sequences of operation.
Electronic versions of control drawings, including the sequences of operation, have
been provided to the SCC Manager. MS Visio format is preferred but PDF is
acceptable.
Electronic versions of as-built drawings for base map updating (this will be a Final
Completion item if they are not available at turnover).
Training record (date, subject, list of attendees, signatures)
HVAC
Systems Control
Plumbing
Electrical
Fire Alarm
Sprinkler Systems
Elevator
Landscape
Housekeeping
Utilities
Specialties
Equipment
Systems
If videotaped, transmittal record for video
Status of drawings/specifications reflecting as-built condition. Note: If the work has been
modified from the approved construction documents, as-built information shall be supplied
for any modifications that impact the operability or maintainability of the system, area,
building or component.
Copy of transmittal(s)
Warranty information
Duration
Administration per attached copy of Directive 360F
Contacts
Start date
Status of all warranty claims including those initiated by the UVa organization
responsible for operation and maintenance of the asset.
Substantial Completion items
System performance verified
Building Automation Systems head end programming complete
May 11, 2010
Balance report submitted (provide date of final, accepted balance report)
HECO-13.3b Checklist for Beneficial Occupancy, attached
Contact list
PM
CAM
Signature
Date/Time of Turnover
O&M representative’s signature acknowledging that the Turnover Package was
delivered as shown.
