Building-Handover-Guide.pdf - Guide to Building Handover...

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June 2012Guide to Building HandoverChecklist Companion Documents for:Development TeamsOwner/Operators
Guide to Building HandoverTo avoid delay in collecting closeout documents from the trades, have them submitted at 75%completion of each trade’s responsibilities. The contract documents should stipulate this requirementTable of ContentsBACKGROUND..................................................................................................................................1INTRODUCTION................................................................................................................................2CHECKLIST COMPANION DOCUMENT..............................................................................................2DEVELOPMENTTEAM.....................................................................................................................................................2Design/Plan Sign-Off.............................................................................................................................................3Off-Site Service and Utility Contracts....................................................................................................................4Permanent Service and Utility Connections...........................................................................................................5Pre-Handover Meeting..........................................................................................................................................6Contract Closeout Requirements...........................................................................................................................7Operating and Maintenance Manuals..................................................................................................................8As-Built Drawings..................................................................................................................................................9Fire Safety Plan....................................................................................................................................................10Training and Orientation.....................................................................................................................................11Commissioning....................................................................................................................................................12Substantial Completion.......................................................................................................................................13Construction Deficiencies....................................................................................................................................14Occupancy Permit................................................................................................................................................15Building Handover Meeting.................................................................................................................................16Six-Month Review Meeting.................................................................................................................................17One-Year Warranty Review.................................................................................................................................18OWNER/OPERATOR.....................................................................................................................................................19Commissioning and Design Review.....................................................................................................................20Service Contracts.................................................................................................................................................21BC Housing Operations Consultations.................................................................................................................23Furnishings, Equipment and Supplies..................................................................................................................24Scheduling and Staffing.......................................................................................................................................25Pre-Handover Meeting........................................................................................................................................26Insurance (Post-Construction).............................................................................................................................27Maintenance and Renewal Plan..........................................................................................................................28Training and Orientation.....................................................................................................................................30Building Handover Meeting.................................................................................................................................31
Guide to Building Handover1BackgroundAs building technology increases in complexity and construction schedules become more compressed,building operators increasingly find they must pay greater attention in order to ensure adequatetransfer of knowledge during building handover. The handover can be complex for all parties, andproblems are likely to arise if building operators do not prepare.To identify issues and improve the handover process, BC Housing consulted the Owner/Operators of 10recently completed projects from various regions of the province about their experiences of the processfor their buildings. Healthy discussions took place, and the groups looked at a number of areas ofconcern.BC Housing has developed thisGuide to Building Handoverbased on this input.These guidelines:Address the processes and requirements for ensuring a successful building handover from theGeneral Contractor to the Owner/OperatorFocus primarily on what information is required to ensure the smooth transfer ofdocumentation for a successful building handoverIntroduce recommended best practices to simplify the handover process, ensuring minimalconfusion when the General Contractor turns over the keysWe believe these guidelines will streamline the handover process and enable Owner/Operators toimprove building operations.How to Use This GuideThisGuide to Building Handovercontains three parts: the schedule, checklists and companiondocuments. The checklists and companion documents describe the responsibilities of the DevelopmentTeam and the Owner/Operator.

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General contractor

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