BUILDING ENERGY - Spring 2018 - 27

model (BIM) to improve operations. If set up properly
at the beginning, information can originate in BIM
during design, be added to during construction and
turned over for use during operations. Many BIMto-FM options can be customized to communicate
with existing maintenance programs, scheduling
programs, building automation systems, etc. These
can be a great solution for large or mission-critical
facilities with sophisticated FM staffs, but the initial
cost and complexity currently prevents many clients
from requesting these programs, which can't be
easily delivered by contractors without client demand
and design team support. Even with sophisticated
BIM-to-FM solutions, there is need for more holistic
turnover planning to support efficient operations.
So how can construction turnover best support
high performance building operations? How can we
improve project closeout and better prepare for FM?
Perhaps most importantly, how can contractors
provide better value to their clients without
significantly adding to general conditions? To be
successful, we need a process to define and deliver
turnover programs that match client needs and to
offer enhanced deliverables that more effectively
support operations.
An enhanced turnover process should:
1. Assess the client's abilities and needs: Meet
early in preconstruction to discuss how the
building will be operated. Ask about the client's

2.

3.

4.

5.

6.

FM staff, their technologies, their existing
protocols and programs, etc.
Develop a project-specific turnover plan:
Customize a plan to address the client needs for
efficient operations. Include the format, quality,
content, etc. of product and service deliverables.
Identify what information is needed, where it is
needed, and how it will be used by the client.
Incorporate turnover into contracts: Include
deliverables in contract riders when bringing subcontractors on board. It is important to include
this from the beginning so there is minimal
price impact.
Track progress during construction: Identify
turnover milestones and include in the project
schedule. Assign submittals in the project
management software with due dates and
responsible parties and regularly report
on progress.
Submit in a timely manner: Most turnover
deliverables need to be ready before substantial
completion and available for use during operator
training. Handle turnover documents like other
formal submittals, requiring owner (including FM
staff) and design team review, comments,
and acceptance.
Support transition to facility management:
Ensure all turnover commitments are honored and
include review as part of the warranty process.

FIGURE 2: SAMPLE ENHANCED TURNOVER DELIVERABLES THAT MAY BE APPROPRIATE FOR SOME PROJECTS.
CREDIT: NATHAN GAUTHIER

NESEA.ORG * 27


http://www.NESEA.ORG

Table of Contents for the Digital Edition of BUILDING ENERGY - Spring 2018

From the Executive Director
From the Board Chair
Product Choices for High-Performing Building: Materials Matter
Designing Solar for High-Density Areas
High Performance Building Valuation Techniques
Starting with the End in Mind: Enhanced Turnover for Efficient Building Operations
Behavior Based Strategies and Organizational Change in Commercial & Public Buildings: The Human Component of Energy Efficiency
Commercial HVAC Retrofits That Work
Stretch Codes Emerge as a High Impact Strategy For Energy Savings
Scale it Up: Monitoring-Based Demand-Side Operations for NYC Agencies
The Retrofit Revolution
Index to Advertisers
BUILDING ENERGY - Spring 2018 - intro
BUILDING ENERGY - Spring 2018 - cover1
BUILDING ENERGY - Spring 2018 - cover2
BUILDING ENERGY - Spring 2018 - 3
BUILDING ENERGY - Spring 2018 - 4
BUILDING ENERGY - Spring 2018 - 5
BUILDING ENERGY - Spring 2018 - From the Executive Director
BUILDING ENERGY - Spring 2018 - 7
BUILDING ENERGY - Spring 2018 - 8
BUILDING ENERGY - Spring 2018 - 9
BUILDING ENERGY - Spring 2018 - From the Board Chair
BUILDING ENERGY - Spring 2018 - 11
BUILDING ENERGY - Spring 2018 - Product Choices for High-Performing Building: Materials Matter
BUILDING ENERGY - Spring 2018 - 13
BUILDING ENERGY - Spring 2018 - 14
BUILDING ENERGY - Spring 2018 - 15
BUILDING ENERGY - Spring 2018 - 16
BUILDING ENERGY - Spring 2018 - 17
BUILDING ENERGY - Spring 2018 - Designing Solar for High-Density Areas
BUILDING ENERGY - Spring 2018 - 19
BUILDING ENERGY - Spring 2018 - 20
BUILDING ENERGY - Spring 2018 - 21
BUILDING ENERGY - Spring 2018 - High Performance Building Valuation Techniques
BUILDING ENERGY - Spring 2018 - 23
BUILDING ENERGY - Spring 2018 - 24
BUILDING ENERGY - Spring 2018 - 25
BUILDING ENERGY - Spring 2018 - Starting with the End in Mind: Enhanced Turnover for Efficient Building Operations
BUILDING ENERGY - Spring 2018 - 27
BUILDING ENERGY - Spring 2018 - 28
BUILDING ENERGY - Spring 2018 - 29
BUILDING ENERGY - Spring 2018 - 30
BUILDING ENERGY - Spring 2018 - Behavior Based Strategies and Organizational Change in Commercial & Public Buildings: The Human Component of Energy Efficiency
BUILDING ENERGY - Spring 2018 - 32
BUILDING ENERGY - Spring 2018 - 33
BUILDING ENERGY - Spring 2018 - 34
BUILDING ENERGY - Spring 2018 - 35
BUILDING ENERGY - Spring 2018 - Commercial HVAC Retrofits That Work
BUILDING ENERGY - Spring 2018 - 37
BUILDING ENERGY - Spring 2018 - 38
BUILDING ENERGY - Spring 2018 - 39
BUILDING ENERGY - Spring 2018 - 40
BUILDING ENERGY - Spring 2018 - Stretch Codes Emerge as a High Impact Strategy For Energy Savings
BUILDING ENERGY - Spring 2018 - 42
BUILDING ENERGY - Spring 2018 - 43
BUILDING ENERGY - Spring 2018 - 44
BUILDING ENERGY - Spring 2018 - Scale it Up: Monitoring-Based Demand-Side Operations for NYC Agencies
BUILDING ENERGY - Spring 2018 - 46
BUILDING ENERGY - Spring 2018 - 47
BUILDING ENERGY - Spring 2018 - 48
BUILDING ENERGY - Spring 2018 - 49
BUILDING ENERGY - Spring 2018 - 50
BUILDING ENERGY - Spring 2018 - The Retrofit Revolution
BUILDING ENERGY - Spring 2018 - insert1
BUILDING ENERGY - Spring 2018 - insert2
BUILDING ENERGY - Spring 2018 - 52
BUILDING ENERGY - Spring 2018 - 53
BUILDING ENERGY - Spring 2018 - 54
BUILDING ENERGY - Spring 2018 - 55
BUILDING ENERGY - Spring 2018 - 56
BUILDING ENERGY - Spring 2018 - 57
BUILDING ENERGY - Spring 2018 - 58
BUILDING ENERGY - Spring 2018 - 59
BUILDING ENERGY - Spring 2018 - Index to Advertisers
BUILDING ENERGY - Spring 2018 - 61
BUILDING ENERGY - Spring 2018 - 62
BUILDING ENERGY - Spring 2018 - cover3
BUILDING ENERGY - Spring 2018 - cover4
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