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Generator Commissioning for Data Centers—A Deep-Dive on Carter Machinery’s CxAlloy-Driven Quality Program

Data center owners demand five-nines availability; even a 30-second power lapse can corrupt data, cripple cooling and erode client trust. The surest safeguard is a rigorously commissioned standby generator fleet that is proven to start, sync and carry full IT and mechanical loads under every scenario before turnover.

Carter Machinery, a global leader in power systems distribution, has refined this process by turning CxAlloy into an end-to-end manufacturing quality system. 

This provides owners and operating staff the security of backup generators that arrive on site with defects addressed, documentation complete and uptime assured from day one.

Why Generator Commissioning Cannot Be an Afterthought

  • UPS batteries only bridge the first few minutes of a blackout with the sustained operation hinging on diesel or gas gensets.
  • NFPA 110 mandates that Level 1 emergency power systems must start, reach rated voltage/frequency and transfer critical loads in less than 10 seconds.
  • Failure to verify those requirements may cause real outages, for example at 365 Main Inc. (San Francisco) three standby units failed to start, resulting in power being cut to 40% of tenants for 45 minutes.
  • Tier 4 facilities target 99.995% availability, permitting less than 26 total minutes of annual downtime. A single un-commissioned generator can increase the downtime of a facility past this threshold.

Codes, Ratings and Test Standards That Shape Generator Commissioning

Standard / GuidelineKey Generator ImplicationsTypical Test Evidence Required
NFPA 110-2025– Level 1 vs. Level 2- Monthly on-load exercise- Two-hour acceptance load testCold start, 10 seconds transfer, 2 hours at 100% load
ISO 8528-1 DCP RatingUnlimited hours at 100% load for data centersContinuous full-load run to verify cooling/fuel
Uptime Institute Tier III/IVNo runtime limit under N-demand12- to 24-hour integrated systems test
EPA / Local Air PermitsHour caps or NOx limits may override ISO ratingsEmissions log during load bank run

Mission Critical Best-Practice Commissioning Sequence

As part of any mission-critical process, the industry follows a sequence of operations to ensure reliable, repeatable results on every project. This best-practice approach helps teams verify performance, safety, and compliance before equipment even goes into service.

  1. Pre-start inspections – oil, fuel, coolant levels; battery voltage; exhaust integrity.
  2. Safety interlock checks – emergency-stop, overspeed, low-oil and high-temp trips verified.
  3. No-load run – stabilize engine and record pressures, temperatures and vibration.
  4. Step-load & full-load test – prove transient response, AVR stability and governor droop.
  5. Integrated systems test – simulate utility loss, ATS transfer, paralleling and load-shed logic.
  6. Two-hour NFPA acceptance – continuous 100% load to confirm cooling, fuel and emissions compliance.

A Carter generator package faces approximately 200 discrete checks, to ensure performance is in line with these benchmarks. For example, the typical packager’s enclosure may include multiple fastener checks as seen below. 

Carter Machinery’s End-to-End Workflow

Lifecycle StageKey ActorsCxAlloy-Enabled QA Actions
Enclosure and Fuel Tank Vendor LocationPackager + Carter Quality– 200-point End-of-Line (EOL) checklist – Virtual delivery checklist (including shipment photos) – Defect capture with category tag (“Defective Component”, “Torque”, “Wiring/Cabling”)
Storage & TransitLogistics, Project Mgt.Damage inspection on arrival; corrective actions documented in CxAlloy
Data-center siteCarter Commissioning Managers, Technicians– Delivery inspection (verification of critical components) – Startup Level 2/Level 3 checklists- Field observations rolled into issue log

Notably, Carter runs one CxAlloy project per hyperscale customer, no matter how many sites or packagers. Smart use of custom system fields (timestamped by upload) allows bulk assignment of the correct checklists, then those temporary tags are deleted to keep searches intuitive.

From Raw Data to Actionable Metrics

Carter utilizes CxAlloy’s API export to feed Power BI dashboards that merge checklist completion with Carter’s internal sales project management data. This is to determine: 

  • Documentation compliance – any genset that ships before its End of Line (EOL) checklist hits 100% question completion is auto-flagged as non-compliant and escalated to leadership.
  • Defects-per-Unit (DPU) – (Total Open Issues ÷ Generators Delivered) trended by packager to reveal systemic problems. With this data, Carter recently drove DPU down on one packager to 1.6, a 6% improvement month-over-month.
  • Priority burn-down – open vs. closed issues stacked by criticality let project managers focus resources efficiently 

By utilizing quality dashboards, transparency for external compliance increased for Carter. Over the course of three months in 2025, a Carter packager went from 61% compliant to 100% compliant due to a large amount of outstanding checklists that were incomplete. 

Documentation is expedited through PDF exports of EOL, virtual delivery, and startup forms which are then uploaded to Procore within 48 hours of site delivery.

This cloud-based audit trail includes photos, records, and trend data which may then be accessible for the life of the facility, supporting future expansions and Tier certification audits.

Lessons for the Wider Data Center and Manufacturing Industry

  • Commissioning software can be treated as a manufacturing quality tool. Carter’s unique CxAlloy implementation shows how early-phase data capture prevents late-phase downtime.
  • Integrate sales systems: Syncing serial-number data from Salesforce or other Customer Relationship Management (CRM) tools ensure quality assurance (QA) records never fall behind physical reality.
  • Measure completion, not just status: A checklist marked “Complete” but only 90% answered is a hidden risk and Carter’s total-answer metric fixes that blind spot and flags critical items for the management team to address. 
  • Close the feedback loop: DPU trend lines inform packager design tweaks and training, steadily reducing future defects.

Backup Generators are the Last Line of Defense for Digital Infrastructure

Detailed analytics in a single CxAlloy backbone allows Carter Machinery to transform commissioning from a paperwork sprint into a disciplined, data-driven manufacturing process—delivering the rock-solid uptime that Tier II and Tier IV data center operators demand.

French Language Now Available on CxAlloy: Making Commissioning Management Accessible for All

We’ve been working to make CxAlloy more accessible for everyone, no matter the language. With the latest update, the French language is now available across the entire web application. This allows each individual to select their preferred language in their user profile settings.

This enhancement is part of our ongoing commitment to making CxAlloy the most accessible and user-friendly commissioning management software for teams around the world.

How to Switch to French

Switching your language is easy. To change your language to French, navigate to your user profile settings. At the top of the profile page, click “Edit.” Once you’re in the edit section, you’ll see the option to change your language. Once French is selected, the entire web application interface will immediately switch to French.

Why Localization Matters for CxAlloy Users

CxAlloy is trusted by commissioning professionals globally to streamline project workflows, manage checklists, track issues, and generate detailed reports. With the addition of French localization, French-speaking team members can now access all features in their preferred language, improving efficiency and collaboration. This update expands our supported languages. The Spanish language is on the way, so stay tuned for more updates as we continue to make CxAlloy the #1 commissioning management platform for multilingual teams.

Enhancing Commissioning Tracking: The Evolution of CxAlloy Milestones

Atlanta (May 23, 2025) The CxAlloy Milestones feature marks a paradigm shift in commissioning progress tracking, blending automated data integration with flexible goal-setting capabilities. This  incorporates user feedback, expands customization options, and introduces new enterprise-grade functionality. Notable developments include: 

  • Milestone tracking infrastructure
  • Advanced rule engine
  • Reusable templates
  • Integrated milestone reporting

All designed to address the complex needs of modern commissioning teams.

Milestone Tracking Infrastructure

CxAlloy’s Milestones feature is built on a three-tiered structure that reflects the complexity of real-world commissioning workflows while maintaining operational clarity. At the top level, Milestone Groups serve as containers for related tracking objectives, making them particularly useful for phased projects or multi-building campuses. These groups enable teams to establish overarching timelines and manage dependencies across different tracking initiatives.

Within each group, Milestone Collections defines which items you are going to track, acting as dynamic filters that update automatically as project data changes. For example, a collection might track all air handling units in Building A’s mechanical systems, automatically incorporating new equipment added during construction. At the most granular level, Individual Milestones represent atomic tracking units within collections, each with customizable completion criteria. These criteria can range from simple status checks, such as “All checklists approved,” to complex conditional logic like “90% of tests passed with ≤3 critical issues.”

This hierarchical structure allows teams to monitor progress at multiple levels of granularity. Users can easily track overall mechanical system progress while drilling down to specific equipment statuses, all through intuitive navigation.

Advanced Rule Engine

The Milestones rules engine supports sophisticated completion scenarios through three configurable parameters:

  • Nested and Filtered Completion Criteria: Define criteria that considers linked/associated/related/child items. This allows you to apply rules to evaluate items further down the relationship chain.
  • Threshold Configuration: Users can define completion requirements as absolute counts (“15 items”), percentages (“75%”), or universal compliance (“All items”). This flexibility supports a range of commissioning strategies, from full validation to statistical sampling.
  • Null State Handling: Special rules address scenarios where no items meet filtering criteria, which is especially valuable for issue tracking. Teams can configure whether empty result sets should count as complete (ideal for punch lists) or incomplete (critical for safety systems).
  • Deferred Evaluation: Milestones can be chained using temporal logic, deferring evaluation until previous milestones are completed or specific dates occur. This prevents premature status changes during phased commissioning.
  • Manual Completion Verification: As items may be tracked outside of the CxAlloy software the Milestones functionality allows teams to set manual completion items for tracking these items, while still integrating with the Milestone tracking capabilities. 

Reusable Templates

  • Preset Template – transforms common tracking configurations into reusable templates
  • Standard Templates – A growing library of of preconfigured presets for common scenarios
  • Custom Templates – capture institutional knowledge with bespoke milestone templates

The Preset Template in CxAlloy Milestones transforms common tracking configurations into reusable templates, significantly reducing setup time for repetitive projects. The Standard Template Library offers a growing collection of preconfigured presets for scenarios such as mechanical system startup sequences, electrical safety certification workflows, building envelope validation checklists, and LEED documentation compliance tracking.

Teams can also develop Custom Templates that capture institutional knowledge, such as filtered equipment categories with validation rules, approved test sequences for recurring equipment types, or regulatory compliance checklists. These presets can be deployed across new projects with a single click, maintaining corporate standards while allowing for project-specific adjustments. Version control ensures that template updates propagate to future projects without affecting active implementations.

Integrated Milestone Reporting

The Milestones reporting module bridges digital tracking with traditional documentation needs. Dynamic PDF Generation allows users to create configurable reports that combine time-series progress charts, filtered equipment lists, annotated exception reports, and executive summary narratives. Excel Interoperability supports both exporting milestone statuses to familiar spreadsheet formats.

Future Development Roadmap

Recent strategic partnerships such as the acquisition and integration of the OTTO platform further enhance Milestones’ capabilities. OTTO provides automated functional testing workflows, continuous system performance monitoring, and AI-driven anomaly detection. Combined with CxAlloy’s API, this enables real-time milestone adjustments based on trend data, predictive completion date modeling, and automated quality assurance through data pattern recognition.