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HVAC EXCELLENCE IN FEDERAL BUILDINGS ACTION PLAN OCTOBER 2000 U.S. GENERAL SERVICES ADMINISTRATION PUBLIC BUILDINGS SERVICE OFFICE OF THE CHIEF ARCHITECT

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Page 1: hvac excelent for federal build

HVAC

EXCELLENCE

IN

FEDERAL

BUILDINGS

ACTION PLAN

OCTOBER 2000

U.S. GENERAL SERVICES ADMINISTRATION

PUBLIC BUILDINGS SERVICE

OFFICE OF THE CHIEF ARCHITECT

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________________

i

GENERAL SERVICES ADMINISTRATION

MISSION STATEMENT

We provide policy leadership and expertly managed space, supplies, services, and solutions,

at the best value, to enable Federal employees to accomplish their missions.

In support of this mission, the Design Excellence Program was created.

DESIGN EXCELLENCE

The Office of the Chief Architect provides national leadership for the agency

regarding design and construction quality and innovation.

The office promotes excellence in the development delivery of public facilities,

offering work environments that provide the greatest value

to the American people and our client agencies who serve them.

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ii

HEATING, VENTILATION, AND AIR CONDITIONING EXCELLENCE

MISSION STATEMENT

“Design Excellence was never intended

from the very beginning

to be purely focused on

what something looks like.

It was always intended [to be]

a holistic attitude toward design professions.”

Edward A. Feiner, FAIA

Chief Architect

Public Buildings Service

September 28, 1998

“We need to make sure that,

when we select and begin design;

in fact, when we think about sites,

. . . we’re starting to think about the HVAC

and the comfort of the people

inside of the building.”

Robert A. Peck

Commissioner

Public Buildings Service

September 28, 1998

To achieve national program goals

through heating, ventilation, and air conditioning (HVAC),

thereby resulting in

thermal comfort and indoor air quality,

energy efficiency, reduced maintenance,

and overall tenant satisfaction.

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iii

SUBMITTED BY GSA HEATING, VENTILATION, AND AIR CONDITIONING ADVOCATES

David B. Eakin, PE

Office of the Chief Architect

Al Delucia, PE

Project Management Division,

GSA, Region 3

John Topi, PE

GSA, Region 6

Eleonora Bletnitsky

GSA, Region 9

Vijay Gupta, PE

Office of the Chief Architect

Rick Spencer. PE

GSA, Region 3

John S. Nelson, PE

GSA, Region 6

Christopher (Kit) Meith, PE

GSA, Region 10

Jim Carelock, PE

Office of Portfolio Management

Central Office

Greg Medert, PE

GSA, Region 4

Tom Hazelton, PE

GSA, Region 7

William Barrientos

National Capitol Region

Brian Wong

GSA, Region 1

Hermes Brual, PE

GSA, Region 5

Jeff Jafarzadeh, PE

GSA, Region 8

Garner (Bill) W. Duvall, Jr., PE

NCR, MD East Service Del. Team

Jack Agacan, PE

GSA, Region 2

Michelle Majka, PE

GSA, Region 5

Scott Conner, PE

GSA, Region 8

Gregory Segal, PMP

National Capitol Region

Roshan Bagga, AIA

GSA, Region 3

Perry Boeschen, PE

Energy Center of Expertise

GSA, Region 6

Tim Bunker

National Capitol Region

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iv

TO INCREASE TENANT

SATISFACTION, ENHANCE

WORKPLACE PRODUCTIVITY,

AND REDUCE OPERATING

AND ENERGY COSTS,

DESIGN SOLUTIONS MUST

INTEGRATE HVAC

FROM THE VERY EARLY

STAGE OF A PROJECT.

SUMMARY REPORT OF THE NATIONAL

WORKSHOPS ON DESIGN EXCELLENCE

IN HVAC FOR FEDERAL BUILDINGS

Boston Federal Courthouse, Boston, Massachusetts

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________________

v

CONTENTS

Executive Summary 1

Action Plan 4

HVAC Advocacy Program 4

Architect-Engineer Selection 4

Peer Review Process 5

Criteria 5

Recognition 5

Team Accountability 6

Communication 6

Operations and Maintenance 6

Building Turnover Process 7

Quality Assurance 7

Contributors 8

General Services Administration 8

HVAC Excellence Advocates 8

Panelists 8

Speakers and Facilitators 9

GSA Participants 9

Other Agency Participants 10

Quality Assurance Practices 11

Bibliography 13

1

2

3

4

5

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SUCCESSFUL PROJECT

DELIVERY IS MADE POSSIBLE

BY DELIBERATELY AND

STRATEGICALLY MERGING

MECHANICAL AND

ELECTRICAL ENGINEERING

EXPERTISE WITH

ARCHITECTURAL EFFORTS IN

THE PRE-SCHEMATIC PHASE.

SUMMARY REPORT OF THE NATIONAL

WORKSHOPS ON DESIGN EXCELLENCE

IN HVAC FOR FEDERAL BUILDINGS

Boston Federal Courthouse, Boston, Massachusetts

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________________

1

EXECUTIVE SUMMARY

HVAC EXCELLENCE INITIATIVE

PURPOSE: HVAC Excellence focuses on supporting GSA in its efforts to

provide quality work environments and facilities for all Federal employees.

This initiative promotes GSA efforts to distinguish itself as a provider of

functional, efficient, dignified public buildings. Specific purposes include:

�� Support and contribute to achievement of GSA goals and objec-

tives.

�� Support and enhance the Design Excellence Program.

�� Build GSA consensus for HVAC Excellence.

�� Serve as an HVAC focal point and resource within each Region.

�� Provide a forum for GSA, other federal agencies, professional so-

cieties and private industry to communicate and share information

regarding:

�� Integrated design approach.

�� State-of-the-art systems, designs and techniques.

�� Executive Orders and other regulatory issues.

�� Lessons learned, both positive and negative.

�� Industry issues.

�� Offer peer advice and reference points.

�� Improve communications regarding HVAC among all Regions.

�� Continuously improve HVAC design and systems.

HISTORY: One of GSA’s primary measures of success is the satisfaction

of its clients. Surveys from GSA's own Post-Occupancy Evaluations as well

as reports by the GSA Annual Client Satisfaction Survey Results have con-

sistently shown tremendous opportunities for improving HVAC system de-

sign and implementation. The HVAC Excellence Initiative began in earnest

in 1998 with the first National Workshop held in Denver, CO, followed by a

National Workshop in Washington, D.C.

A significant result of these workshops was a list of recommendations repre-

senting the collective thoughts and experience of numerous Federal agencies,

national organizations, and selected experts from private practice. To keep

these recommendations alive, each GSA Region, including Central Office,

designated HVAC Advocates. A series of workshops were then held to de-

velop a plan to implement the recommendations. The workshops provided a

forum for communication among HVAC Advocates, the technical community,

the medical community, and other industry experts as appropriate. To foster

communication, selected representatives of these groups were invited to pre-

sent the latest information on their specific topics and to participate in open

discussions and concept development with the HVAC Advocates. Examples

of topics addressed to date are:

�� Indoor air quality, including issues such as bacteria, fungi and mildew,

and Legionnaires’ disease.

�� GSA Annual Client Satisfaction Survey results and client satisfaction.

�� Energy conservation and sustainability.

�� Operations and maintenance (O&M).

�� Global warming/refrigerants.

�� Uniformat cost estimating.

�� Thermal insulation and condensation.

�� Instrumentation for IAQ.

�� Earned value.

�� HVAC system replacement in renovation projects.

Numerous site visits to new and remodeled GSA facilities also took place.

This infusion of related issues and concerns has heightened the awareness and

elevated the understanding of the overall impact and importance of HVAC

Excellence. The HVAC Advocates applied this information and understand-

ing in developing an Action Plan that, when implemented, will enhance build-

ing performance while improving client satisfaction. This HVAC Action Plan

1

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2

is one element of GSA's strategic plan for the continual improvement of

Federal facilities.

Milestones leading to this Action Plan were:

�� 1979 to 1999 - Post-Occupancy Evaluations Program Lessons

Learned.

�� 1994 - Design Excellence Program.

�� August 1998 - National Workshop on Design Excellence in HVAC

for Federal Buildings.

�� September 1998 - National Workshop on Design Excellence in

HVAC for Federal Buildings.

�� December 1998 - Summary Report of the National Workshops on

Design Excellence in HVAC for Federal Buildings.

�� March 1999 – designation of HVAC Advocates from each Region

�� August 1999 - HVAC Advocate Workshop - Start of Action Plan

development.

�� September 1999 - HVAC Advocate Workshop - Action Plan

development.

�� December 1999 - HVAC Advocate Workshop - Action Plan

development.

�� March 2000 - HVAC Advocate Workshop - Review of final draft

of Action Plan.

�� March 2000 – Presentation of Action Plan at Project Management

Workshop.

�� April 2000 – Circulation of Action Plan throughout PBS Central

Office and regional offices for review and comment.

�� September 2000 - HVAC Advocate Workshop.

�� Presentation of final Action Plan.

�� October 2000 - HVAC Excellence - Action Plan

ACTION PLAN: The Office of Chief Architect (OCA) initiative culminated

in the Action Plan for providing HVAC systems that meet or exceed client

expectations by effectively integrating systems design with architectural de-

sign under the Design Excellence Program. HVAC advocates will develop

strategic and tactical approaches to encourage HVAC Excellence by guiding

the implementation of this Action Plan. They also will continually monitor

and, when appropriate, revise the Action Plan. The following text describes

the following components of the Action Plan:

�� HVAC Advocacy Program.

�� Architecture-engineering selection.

�� Peer review process.

�� Criteria.

�� Recognition.

�� Team accountability.

�� Communication.

�� Operations and maintenance.

�� Building turnover process.

�� Quality assurance.

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ACTION PLAN

HVAC ADVOCACY PROGRAM

Mechanical Engineering Excellence Advo-

cacy shall be integrated with the National

Design Excellence Program at the OCA

and regional levels. The purpose shall be

to provide an accountable network of pro-

fessionals to propose policy, share infor-

mation, and develop integrated design so-

lutions.

��A full-time HVAC Advocate position

will be established in Central Office

and each regional office. As members

of the project team, these HVAC Ad-

vocates will communicate and promote

HVAC Excellence at the project level,

beginning with planning and develop-

ment.

��Policy will address the ways in which

advocates will become involved in the

project development and approval

process.

ARCHITECT-ENGINEER SELECTION

The engineering profession shall be repre-

sented during the initial phase of an A-E

selection, and A-E design integration will

become a selection criterion.

��For renovation projects involving pre-

dominantly the mechanical and electrical

disciplines, mechanical-electrical-

plumbing consultants will function as

critical members of a fully integrated de-

sign team for the duration of each pro-

ject.

��OCA will draft a letter for the Commis-

sioner to issue to each Assistant Re-

gional Administrator (ARA), to reem-

phasize the HVAC engineer participation

requirement on each A-E selection

panel.

��HVAC engineers will participate in de-

veloping evaluation and selection crite-

ria, including the Commerce Business

Daily announcement.

��Lead designers, whether architects or

engineers, must demonstrate the intent to

integrate design with all systems.

2

________________

OVER THE 20-YEAR LIFE CYCLE OF A

PROTOTYPICAL 100,000 SF BUILDING, 5%

OF THE COST IS SPENT ON DESIGN AND

CONSTRUCTION, 10% ON O&M, AND 85%

ON SALARIES OF PERSONNEL WORKING IN

THE BUILDING.

EVEN A 1% INCREASE IN PRODUCTIVITY

WOULD INCREASE THE BOTTOM LINE

EXPONENTIALLY.

SUMMARY REPORT OF THE NATIONAL WORKSHOPS

ON DESIGN EXCELLENCE IN HVAC FOR FEDERAL

BUILDINGS

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PEER REVIEW PROCESS

OCA shall establish and document a peer

review process to adequately address all de-

sign disciplines. The expectation is that pro-

jects with significant components of HVAC

design will be represented by an HVAC en-

gineer on the peer review panel.

��OCA has established a national pool of

peer reviewers from which member(s)

are selected to participate in A-E selec-

tion and to critique design concepts. The

peer reviewers will include engineering

experts to review new projects as well as

renovation projects where HVAC is sig-

nificant.

CRITERIA

Enforceable criteria shall be strengthened to

avoid major design flaws. Benchmarks for

thermal comfort shall be provided to en-

hance system evaluation during the design,

construction and building turnover process.

��Mandatory performance-based and direc-

tive-specific criteria shall be incorpo-

rated into the Facilities Standards for the

Public Buildings Service.

��The current GSA Guide Specifications

Division 15 shall be modified to comply

with the updated criteria.

��The OCA will establish a website with

a central

��archive, to provide regional HVAC

Advocates with reference materials and

to promote general awareness of PBS

design guidelines and technical issues.

HVAC Advocates will list design

documents to incorporate on the GSA

website.

RECOGNITION

Functional and integrated designs shall be

part of GSA’s Design Excellence awards.

��A category shall be created within the

GSA design excellence awards to rec-

ognize demonstrated performance-

based quality assurance and effective

integration of HVAC and other engi-

neering disciplines with architectural

design.

��The A-E fee structure shall be modified

to support the cost of preparing design

excellence award submittals.

________________

LESSONS LEARNED FROM POST-OCCUPANCY

EVALUATIONS INDICATE THAT HVAC

SYSTEMS ELICIT THE MOST COMPLAINTS

FROM TENANTS,

YET HVAC TECHNOLOGY, EQUIPMENT AND

DESIGNS EXIST TO PRODUCE A HIGH RATE OF

SATISFACTION. THE CHALLENGE IS TO

RECOGNIZE AND APPLY WHAT WE’VE

LEARNED WHEN WE DESIGN HVAC SYSTEMS

FOR OUR BUILDINGS.

SUMMARY REPORT OF THE NATIONAL WORKSHOPS

ON DESIGN EXCELLENCE

IN HVAC FOR FEDERAL BUILDINGS

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TEAM ACCOUNTABILITY

The design and construction team, including the design A-E, con-

struction manager, contractor and GSA project manager, will be

held accountable for integration and quality control of building sys-

tems.

��Costs shall be managed effectively by accurately profiling pro-

ject costs.

��HVAC Advocates shall assist the project team in setting and

monitoring HVAC Excellence goals, including budget, design

direction, energy consumption and system constructability.

COMMUNICATION

A formal information exchange process should be developed by

means of periodic workshops and Internet bulletin board postings to

share HVAC design and construction experience and enhance com-

munication on HVAC issues within GSA.

��HVAC Advocates will be responsible for communicating and

promoting HVAC excellence at the project level as a member of

the project team.

OPERATIONS AND MAINTENANCE

The GSA should investigate the possibility of awarding a 3- to 5-

year O&M contract to the HVAC systems installer. This longer-

term contract would provide continuity from construction through

the warranty period.

��The O&M component should be procured together with the con-

struction contract to make the general contractor more responsi-

ble. Each contract should consist of three 3-year terms.

��Contractors should be required to provide video/web-based

O&M training and to include it as part of the procedures manual,

similar to the Roybal Building O&M manuals model. This re-

quirement should apply for new construction and for major reno-

vation projects

��The content of the O&M procedures manual should be standard-

ized to include:

�� Description of HVAC system operation written by the A-E

for the mechanics.

�� Air and water balance reports.

�� Commissioning report.

�� Vibration report.

�� Record documents.

�� Manufacturers’ O&M instruction, and approved product

submittals.

�� O&M procedures manuals should be submitted in both elec-

tronic and hard-copy formats.

Department of Veteran Affairs Regional Center, Philadelphia, Pennsylvania

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BUILDING TURNOVER PROCESS

To ensure a smooth building turnover process

and determine full functionality of building

systems, project design and construction pro-

fessionals will maintain involvement beyond the

turnover phase. This will provide Property

Management professionals with the benefit of

input from the professionals who developed the

design to help resolve HVAC issues. The proc-

ess of assessing and correcting deficiencies can

be a 2- to 3-year process and may require capi-

tal improvement funds.

��The HVAC turnover procedure shall be the

responsibility of the design A-E under con-

struction phase services, which may im-

prove design quality.

��A uniform turnover process shall be estab-

lished. It shall include commissioning, bal-

ancing of air and water systems, and train-

ing as well as a record of the vibration of

rotating equipment, completion of record

documents, and submittal of the O&M

procedures manual.

��Testing of equipment, balancing, and re-

cording of vibration will be performed by

specialists under the A-E contract. Video-

tape training, conducted by the construction

contractor with the assistance of qualified

instructors such as factory representa-tives,

will include a review of the O&M manual.

The training schedule will be coordinated

with the Facilities Manager.

QUALITY ASSURANCE

A formal Quality Assurance (QA) standard

shall be developed to address both design and

construction requirements. The building turn-

over process will include essential QA compo-

nents.

��A comprehensive QA process shall be de-

fined. It shall include checklists for GSA

Project Managers to use for design,

construction and building turnover. (See

the Quality Assurance Practices flowchart

in Section 4, pages 14 and 15.)

��QA shall be recognized as having the great-

est potential when begun during the pro-

gramming phase. The HVAC Advocate

shall be involved in all phases of project de-

livery to ensure QA.

��A separate line item shall be added to pro-

ject budgets to measure client satisfaction,

energy consumption, and maintenance cost

in order to determine whether project ex-

pectations were met. This would occur ap-

proximately 1 year after building comple-

tion.

________________

THE HVAC SYSTEM CONSUMES 50-60% OF

THE BUILDING ENERGY COST AND

GENERATES 80-85% OF TENANT

COMPLAINTS. THUS,

AN HVAC ADVOCACY INITIATIVE WAS

CREATED TO ADDRESS ISSUES AFFECTING

CLIENT SATISFACTION AND COST.

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CONTRIBUTORS

General Services Administration

Robert A. Peck

Commissioner, PBS

Edward Feiner, FAIA

Chief Architect, PBS

Jan Ziegler

ARA, GSA Region 3

Paul Prouty, PE, ARA

ARA Region

HVAC Excellence Advocates

David B. Eakin, PE

Office of the Chief Architect

GSA Central Office

Vijay Gupta, PE

Office of the Chief Architect

GSA Central Office

Jim Carelock, PE

Office of Portfolio Management,

GSA Central Office

Brian Wong

GSA Region 1

Jack Agacan, PE

GSA Region 2

Roshan Bagga, AIA

GSA Region 3

Al DeLucia, PE

Project Management Division

GSA Region 3

Bill Dierkes

GSA Region 3

Rick Spencer, PE

GSA Region 3

Greg Medert, PE

GSA Region 4

Hermes Brual, PE

GSA Region 5

Michelle Majka, PE

GSA Region 5

Perry Boeschen, PE

Energy Center of Expertise

GSA Region 6

Mark Ewing

GSA Region 6

John S. Nelson, PE

Property Management,

Technical Support Branch

GSA Region 6

John Topi, PE

Property Management Division,

Technical Support Group

GSA Region 6

Tom Hazelton, PE

GSA Region 7

Scott Conner, PE

GSA Region 8

Jeff Jafarzadeh, PE

GSA Region 8

Eleonora Bletnitsky, PE

GSA Region 9

Christopher (Kit) Meith, PE

GSA Region 10

Roger Wright

GSA, Region 10

William Barrientos

GSA National Capital Region

Tim Bunker

GSA National Capital Region

Garner (Bill) W. Duvall, Jr., PE

GSA National Capital Region

Gregory Segal, PMP

GSA National Capital Region

Panelists

American Consulting Engineers

Council

Howard Messner, Executive VP

Thomas Moore

Joseph Villante, PE

Jerald A. Williams, PE

Dev Sidhu, PE

American Institute of Architects

Steven Biegel, AIA, NCARB

American Society of Heating

Refrigeration and Air-Conditioning

Engineering

William Coad, PE

Verle A. Williams, PE

Associated General Contractors of

America

Tim Aldeborgh, PE

Gerry Stosek

Building Owners and Managers

Association International

Patrick Hilleary

Center for Building Performance &

Diagnostics,

Carnegie Mellon University

Stephen Lee, AIA, CSI

General Services Administration

Larry Owens, PE

Region 8

Independent Consultants

Ved Bansal, PE

Bansal & Associates

Boggarm Setty, PE

Setty & Associates, CE

3

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Speakers and Facilitators

Alex Adkins, AIA

Leers, Weinzapfel & Associates

Alonzo B. Blalock, PE

HDR Architecture, Inc.

Rob Bolin, PE

Syska & Hennessy, Inc.

Earl Clark, PE

Dupont

Kirk Conover, AIA

BOORA

Len Damiano

EBTRON

Lisa M. Daniels

GSA Region 7

Alfred S. DeLucia

GSA Region 3

Richard Galo

Pittsburgh Corning

William Hoffman, PE

HDR Architecture, Inc.

Lee Harton, PE

OSHA

John Hennessey

Syska & Hennessy, Inc.

Ron Hughbanks, AIA

HDR Architecture, Inc.

Ron Jakatia, PE

GSA Region 8

Ron Johnson

GSA Region 5

Bill Landman, PE

Consultant, La Crosse, WI

Ralph Lassiter, Ph.D.

HDR Architecture, Inc.

Norwyn Lees, PE

Consolidated Engineering Services

Charles E. Smith Company

John Meadows, AIA

BOORA

Mary Moore

Syska & Hennessy, Inc.

Thomas Moore, PE

RMH Group

Johnson Payne III

GSA Office of

Business Performance

Dennis Peltz, PE

RTKL Associates, Inc.

Paul Prouty, PE, ARA

ARA Region 8

Bradlee Sheridan

GSA Region 1

Eugene Smithart, PE

The Trane Company

John Sporidis, PE

Syska & Hennessy, Inc.

Janet Stout, Ph.D.

Infectious Disease Section

VA Medical Center, Pittsburgh

Rick Thomas, PE

GSA Region 10

Rose Tillerson

HDR Architecture, Inc.

Michael Weise, PE

The Trane Company

Lynn Werman, PE

HDR Architecture, Inc.

Donald Wulfinghoff, PE, EIP

Wulfinghoff Energy Services, Inc.

GSA Participants

National Capital Region

William Barrientos

Carlyle Turner

Ed Kellerman

Stuart Steele

Pat Dawson

Chester Waters

Kapil Shah

Harish Kapur

Godfrey Smith

David Hoy

Mahendra Shah

Cary Frantz

GSA Region 1

John Mauer

Manny Neves

Mike Dewsnap

Alio Fishman

Kevin McGill

Saro Minassian

GSA Region 2

Kyle Brooks

Marvin Kass

GSA Region 3

Bill Dierkes

Gary Zimmerman

John Powers

Edward Gribbin

Tanya Keyhani

GSA Region 4

Carl Wiggins

Jerry Wall

GSA Region 5

William Sonenberg

GSA Region 7

Winston McAden

Gary Wike

GSA Region 8

Wayne Morrow

Charlie Dockham

Roston Monoukian

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Al Camp

Tom Birlson

Gary Peterson

John Pirkoczi

Pam Stanford

Clay Thompson

Jim Oberg

Ron Lunay

Bill Rashid

Howard Bruce

Jack Cooper

Curtis Berg

Jack Pontinen

Greg Sebesta

Scott McCollough

Les Moldenhaur

Charlie Carruth

Dave Carson

GSA Region 9

Steve Baker

GSA Region 10

Howard Berglund

GSA Central Office

Robert Andrukonis

Courthouse Management Group

Kathy Brand

Office of the Chief Architect

Debra Yap

Office of Business Performance

Renee Tietjen

Office of Business Performance

Peter Johnson

Office of Business Performance

Charlene Heeter

Office of Business Performance

Energy Centers of Expertise

Doug Benton

Other Agency Participants

Navy – NFESC

Glen Sittel

Navy – EFA CHES

James Bartlett

Navy – NAV FAC

David Warren

Tom Harris

Manu Dhokai

Navy – NAV FAC HQ

Carl Zeigler

Navy – EFA CHES

Dan Wong

Department of Veterans Affairs

Kurt Knight

Satish Sehgal

Sat Gupta

National Renewable Energy

Laboratory

John Shaffer

Chris Gaul

Otto Van Geet

Department of Energy

James Hawkins

John Yates

Kyle Sato

George Glavis

Tony Rivera

Tin Nyo

Argonne National Laboratory

Jack Logue

Administrative Office

of the U.S. Courts

Aril Jain

National Aeronautics and Space

Administration

Fran Borato

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Federal Building Courthouse, Rhode Island

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QUALITY ASSURANCE PRACTICES

4

Feasibility Study

Space Delivery Alternatives

Design Programming (PDS)

Pre-Negotiation Validation

A-E Scope of Work

CBD Announcement

Project/Team Requirements

Design Excellence Selection

Qualifications Design Comp

Negotiation/Contract Award

Basis of Agreement

Expectations Workshop(s)

A-E (HVAC) Input

Design Concept Submission

(3 Preliminary Schemes)

General Reqmts. Review

(Space Needs, Aesthetics)

Architectural PEER Review

(Client Partnering)

Program Review Workshop

Functional (HVAC) Expect.

Design Concept Selection

Concept Directives

Design Concept Stage

Value Engineering

Commissioner Presentation

A-E (Functional) Issues

Design Devel. Workshop

A-E (HVAC) Input

A-E Design Development

Submission

Design Develop. Review

(Code/Clients/Owner)

Design Development Stage

Value Engineering

Interior Fitout Coordination

Client Selections

Design Directives Report

Confirm Building Features

Constr. Doc. Workshop(s)

A-E (HVAC) Details/Specs

A-E Constr. Docs.

Non-Final 75% Submission

Local Official Code Review Constructability Review

CM Services

Constr. Docs. Review

(Code/Stakeholders)

Design Detail Workshops

Perform/Cert Requirements

Final Design Constr. Docs

A-E Submission

Construction Documents

Final Dgn. Review/Signoff

Project Development/Design Concepts

HVAC Advocate Involvement

D esign D evelopm ent/C onstruction

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Par

tner

ing

QA Selection Strategy for

Construction Contract(s)

Select/Award Constr.

Contractor Based on Eval.

Kick-off Partnering Session

Review Special Rqrmts./Object.

Periodic Partnering Sessions

Stakeholders, Designers, CM

Prepare Construct Contract

Material

Conduct/Observe Manuf. Tests

& Special Performance Testing

Daily Inspect Work in Progress

Daily Discuss w. Contractors

Review CECPs & Contract

Mods. in Context of Objectives

Final Inspections & Tests

Prepare Perform. Certifications

Building Turnover

Reports, Manuals, Training

Celebration: Prepare & Submit

GSA Construction Award Entry

Post-Occupancy Evaluation

Verify Performance Objectives

Shop Drawings

Review for Design Compliance

QUALITY ASSURANCE PRACTICES

Construction Phases

Department of Veteran Affairs Regional Center, Philadelphia, Pennsylvania

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BIBLIOGRAPHY

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Productivity. Workplace Design and Productivity. 1984.

2. Wyon, David. Predicting the Effects of Individual Control on Productivity. White Paper 960130. 1996.

3. Griebel, Michael. Summary Report on Workshop on Workplace Productivity. 1998.

4. Lononaco, Carol, et al. Environmental Satisfaction, Personal Control and the Positive Correlation to Increased Productivity. White Paper,

Johnson Controls. 1998.

5. Standard Guide for Inspecting Water Systems for Legionellae and Investing Possible Outbreaks of Legionellosis (Legionnaires' Disease

or Pontiac Fever). American Society for Testing and Materials, Designation D 5952-96. Reprinted from the Annual Book of ASTM

Standards, Copyright ASTM.

6. Lin, Yu-sen E., et al. Legionella in Water Distribution Systems. Journal AWWA. Vol. 90, Issue 9. September 1998.

7. Stout, Janet E. Legionnaires' Disease Fact Sheet. VA Medical Center.

8. Interim Australian/New Zealand Standard, Air-handling and Water Systems of Buildings - Microbial Control, Part 3: Performance-based

Maintenance of Cooling Water Systems. Standards Australia, Standards New Zealand, AS/NZS 3666.3(Int.). 1998.

9. Burt Hill Kosar Rittelmann Associates. Indoor Air Quality (IAQ Review). White Paper.

10. Burt Hill Kosar Rittelmann Associates. HVAC Systems for Commercial Buildings, White Paper.

11. Building Commissioning Guide, U.S. General Services Administration and U.S. Department of Energy, Enviro-Management & Research.

1996.

12. Loudermilk, Kenneth. Underfloor Air Distribution Solutions for Open Office Applications. ASHRAE Transactions 1999, Vol. 105, Pt. 1.

1999.

13. ACEC. HVAC System Project Quality Improvement Report.

14. Department of Defense. Construction Quality in the Department of Defense.

15. ASHRAE. ASHRAE Draft Standard 90.1R(99). 1999.

16. Executive Order #13123. 1999.

17. Draft Facilities Standards for the Public Buildings Service P100.2. 1999.

18. Summary Report of the National Workshop on Design Excellence in HVAC for Federal Building. 1999.

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U.S. General Services Administration

Public Buildings Service

Office of the Chief Architect

1800 F Street, NW

Washington, DC 20405

202 501 1888