Turnover of a project occurs after the completion of construction, and the resolution of the majority of punchlist and commissioning issues. Ideally all of these issues will be resolved as conditions of turning over the space to the user group, but some issues related to heating or cooling may not be resolved due to the season when the project completes; some punchlist issues may linger if they involve replacement of items with long lead times. Once the user group begins significant operations in the completed space, the project will be considered to have been turned over to the user group and to the Operations and Maintenance team.

The CPD project manager will convene a Turnover group composed of users, technical group representatives, and the general contractor or construction manager. This group will meet frequently until all issues are resolved.

During turnover, in addition to completing the resolution of outstanding project issues, the project manager will begin assembling project closeout documentation, including budget information.

The user group will complete move‐in to their space during turnover. Furniture installation and punchlist will be completed. ITS and DSS will complete the installation and activation of their systems.

Project Controls
Governance
Organization Convene FS/User group/contractor turnover team
Communications Continue project communication plan
Reporting

Continue project reporting

Approvals
Board of Trustees N/A
Capital Projects Committee N/A
Provost/CFO N/A
Funding N/A
Steering Committee N/A
User Group

Approve punchlist completion

Procurement
Economic Impact Compile final Economic Impact statistics
Vendor Management

Confirm punchlist completion

Cost Management
Budget Update project budget based on final contract values
Construction Cost N/A
Cash Flow

N/A

Schedule Management
Project Schedule Manage move-in schedule
Regulatory/Permitting

Receive permanent occupancy

Quality Management
Design Reviews N/A
Construction Quality

Prepare and complete punchlist work; Complete Commissioning

Risk Management
Project Insurance N/A
FM Global

Resolve FM Global punchlist issues

Program and Design Management
Program N/A
Planning FS departments sign off on completed construction
Zoning/Planned Development N/A
Master Planning Considerations N/A
Heritage N/A
Accessibility N/A
Space Management Collect as-builts, manuals, warranty, etc. from CPD PM
Landscaping/Sitework Monitor landscape punchlist process
Bird Safety N/A
Sustainability
General Submit final construction phase LEED submittal
Energy Confirm final expected EUI
Engineering and Utilities
Utilities FS departments sign off on completed construction
Mechanical FS departments sign off on completed construction
Building Automation FS departments sign off on completed construction
Electrical FS departments sign off on completed construction
Fire Protection FS departments sign off on completed construction
Plumbing FS departments sign off on completed construction
Commissioning

Continue commissioning plan

Operations and Maintenance
Building Envelope FS departments sign off on completed construction
Interior Finishes FS departments sign off on completed construction
Elevators FS departments sign off on completed construction
Technology
IT Services

ITS completes network installation, moves, etc.

Security

DSS completes security systems isntallation

Key Deliverables
OPR N/A
Design Documents O&M, Warranty information, as-builts submitted by contractor
Budget N/A
Presentations N/A
Contracts/Vendors N/A

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