Project Turnover Process Overview
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Free your mind, use the Checklist!
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Dan Decker
SCL Zone Maintenance
Planner
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For projects that exceed $250K Facilities
Management will perform a chargeable QA/QC
service which will include four phases:
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Contract document review
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Field inspections
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Discrepancy documentation review
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Training
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Zone management will distribute contract
documents and drawings to the appropriate
area/asset teams for review.
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The area/asset teams will review the drawings during
the review period.
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Zone management will collate the information and
communicate the documentation to the PM/CM.
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Zone management will schedule and manage the weekly/bi-
weekly inspections by ensuring that the appropriate trades are
scheduled and attend the inspections:
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Trades performing the inspections as determined by the Zone
Facility Manager (ZFM) managing the trade:
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Pipe – plumbing/heating
Sheet metal
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Insulation
Electrical
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Line crew
Fire alarm/card access
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Sprinkler
Controls
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Architecture hardware consulting
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Roofing
program manager.
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Emergency power systems
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The zone representative will document the discrepancies and
email them to the project manager.
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Zone management will aggregate the discrepancy
documentation developed by the inspection
process and facilitate the resolution of the
discrepancies with the project team
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Zone management will attend a discrepancy meeting
with the Cornell project and contractor project teams.
The project manager will decide how the
discrepancies will be resolved.
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Project Manager will prepare a list of trainings
and schedule and coordinate with Zone
management to identify the appropriate trades to
attend the trainings.
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Scope: FE SME’s
available for review and
response to project issues
during construction
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Contact: PM reach out to
FE Section Managers
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Duration: 2 - 4 hours per
issue
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Deliverable: email/memo
as required
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Scope: Participation in 10
month warranty walkthrough
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Contact: PM reach out to
Casey Keech for scheduling
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Duration: 2 - 4 hours per
project
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Deliverable: Coordinate
comments with list
developed by project team
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Thank You
Questions?
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This presentation provides an overview of the project turnover process, including managing the red zone, handling large projects, utilizing checklists, engaging with facility management, ensuring quality assurance and control, reviewing contract documentation, conducting field inspections, documenting discrepancies, and coordinating training sessions for project managers. The detailed steps and responsibilities for each phase are outlined to streamline the turnover process effectively.
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Presentation Transcript
Project Turnover Presentation Red Zone 1
The Red Zone Checklist Free your mind, use the Checklist! 3
NCRE FM Engagement Dan Decker SCL Zone Maintenance Planner 4
Quality Assurance Quality Control For projects that exceed $250K Facilities Management will perform a chargeable QA/QC service which will include four phases: Contract document review Field inspections Discrepancy documentation review Training 5
Contract Documentation Review Zone management will distribute contract documents and drawings to the appropriate area/asset teams for review. The area/asset teams will review the drawings during the review period. Zone management will collate the information and communicate the documentation to the PM/CM. 6
Field Inspections Zone management will schedule and manage the weekly/bi- weekly inspections by ensuring that the appropriate trades are scheduled and attend the inspections: Trades performing the inspections as determined by the Zone Facility Manager (ZFM) managing the trade: Pipe plumbing/heating Insulation Line crew Sprinkler Architecture hardware consulting Roofing program manager. Emergency power systems The zone representative will document the discrepancies and email them to the project manager. Sheet metal Electrical Fire alarm/card access Controls 7
Discrepancy Documentation Review Zone management will aggregate the discrepancy documentation developed by the inspection process and facilitate the resolution of the discrepancies with the project team Zone management will attend a discrepancy meeting with the Cornell project and contractor project teams. The project manager will decide how the discrepancies will be resolved. 8
Training Project Manager will prepare a list of trainings and schedule and coordinate with Zone management to identify the appropriate trades to attend the trainings. 9
Project Support Construction SME Support - Scope: FE SME s available for review and response to project issues during construction Contact: PM reach out to FE Section Managers Duration: 2 - 4 hours per issue Deliverable: email/memo as required 10
Project Support 10 Month Warranty Walkthrough Scope: Participation in 10 month warranty walkthrough Contact: PM reach out to Casey Keech for scheduling Duration: 2 - 4 hours per project Deliverable: Coordinate comments with list developed by project team 11
Thank You Questions? 13
