a detailed script sequencing all activities been developed?7 Are all participants aware of their responsibilities and the protocols to be followed?
8 Does a Team Directory with all contact information exist, and is it available to all involved parties?
9 Have you planned an “all hands‐on deck” meeting to walk through and finalize the Commissioning schedule and Scripted Activities?
10 Have the format and content of the final report been determined in advance to ensure that all needed data is recorded and activities are scheduled?
11 Have you arranged for the future facility operations staff to witness and participate in the commissioning and testing efforts?
12 Who is responsible for ensuring that all appropriate safety methods and procedures are deployed during the testing process?
13 Is there a process in place that ensures training records are maintained and are updated?
14 Who is coordinating training and ensuring that all prescribed training takes place?
15 Will you videotape training sessions to capture key points and for use as refresh training?
16 Is the training you provide both general systems training as well as specifically targeted to types of infrastructure within the facility?
17 Have all vendors performed component level verification and completed pre‐functional checklists prior to system level testing?
18 Has all system level acceptance testing been completed prior to commencing the full system integration testing and “pull the plug” power failure scenario?
19 Is a process developed to capture all changes made and to ensure that these changes are captured on the appropriate as‐built drawings, procedures, and design documents?
20 Do you plan to re‐perform acceptance testing if a failure or anomalies occur during commissioning and testing?
21 Who will maintain the running punch list of incomplete items and track resolution status?
Transition to Operations
1 Have you established specific Operations Planning meetings to discuss the logistics of transferring newly constructed systems to the facility operations staff?
2 Is all as‐built documentation, such as drawings, specifications, and technical manuals, complete, and has it been turned over to operations staff?
3 Have position descriptions been prepared that clearly define the roles and responsibilities of the facility staff?
4 Are Standard Operating Procedures (SOP), Emergency Action Procedures (EAP), updated policies, and change control processes in place to govern the newly installed systems?
5 Has the facility operations staff been provided with warranty, maintenance, repair, and supplier contact information?
6 Have spare parts lists, setpoint schedules after Cx is complete, TAB report, and re‐commissioning manuals been given to operations staff?
7 Are the warranty start and expiration dates identified?
8 Have maintenance and repair contracts been executed and put into place for the equipment?
9 Have minimum response times for service, distance to travel, and emergency 24/7 spare stock locations been identified?
Security Considerations
1 Have you addressed physical security concerns?
2 Have all infrastructures been evaluated for the type of security protection needed (e.g., card control, camera recording, key control)?
3 Are the diesel oil tank and oil fill pipe in a secure location?
4 If remote dial‐in or Internet access is provided to any infrastructure system, have you safeguarded against hacking, or do you permit read‐only functionality?
5 How frequently do you review and update access permission authorization lists?
6 Are critical locations included in security inspection rounds?
TRAINING AND DOCUMENTATION
Documentation
1 What emergency plans, if any, exist for the facility?
2 Where are emergency plans documented (including the relevant internal and external contacts for taking action)?
3 How are contacts reached in the event of an emergency?
4 How are plans audited and changed over time?
5 Do you have complete drawings, documentation, and technical specifications of your mission critical infrastructure including: electrical utility, in‐facility electrical systems (including power distribution and ATS), gas and steam utility, UPS/battery/generator, HVAC, security, and fire suppression?
6 What documentation, if any, exists to describe the layout, design, and equipment used in these systems?
7 How many forms does this documentation require?
8 How is the documentation stored?
9 Who has access to this documentation, and how do you control access?
10 How often does the infrastructure change?
11 Who is responsible for documenting change?
12 How is the information audited?
13 Can the usage of facility documentation be audited and tracked?
14 Do you keep a historical record of changes to documentation?
15 Is a formal technical training program in place?
16 Is there a process in place that ensures personnel have proper instrumentation and that the instrumentation is calibrated as recommended?
17 Are accidents and near‐miss incidents documented?
18 Is there a process in place that ensures action will be taken to update procedures following accidents or near‐miss events?
19 How much space does your physical documentation occupy today?
20 How quickly can you access the existing documentation?
21 If a consultant is used to make changes to documentation, how are consultant deliverables tracked?
22 Is your organization able to quickly provide information to legal authorities, including emergency response staff (e.g., fire, police)?
23 How are designs or other configuration changes to infrastructure approved or disapproved?
24 How are these approvals communicated to responsible staff?
25 Does workflow documentation
