05/11/2026
Can Your Team Operate What Was Installed?
New lighting controls, thermostats, or other equipment may need more than a manual.
Arrange a demonstration with the appropriate installer or specialist. Include the people who will operate the equipment.
Cover:
• Everyday controls and settings.
• Routine care and service access.
• When professional assistance is needed.
• Where instructions and service contacts are stored.
The U.S. Department of Energy includes testing, documentation, and operator training in its commissioning guidance for new buildings and major renovations.
For your project, agree on appropriate demonstrations and responsibilities during planning.
Read the full blog for the complete renovation-handover checklist tinathomasdesign.com/post/renovation-handover-checklist
Supporting resource: DOE commissioning guidance
Use this renovation handover checklist to document materials, maintenance instructions, equipment training, warranties, and outstanding work.