Concept Design Phase

Design Process

Deliverables

Commentary

Inputs:

• Client brief and budget.
• Architectural sketch concept.
• Project time schedule.
• Preliminary fire safety report.
• Site survey information.
• Site and environmental condition constraints.
• Project delivery methodology.

Design:

• Review of client requirements including reliability, redundancy, and efficiency.
• Establish design criteria and develop functional services brief.
• Investigate interface requirements with existing buildings and equipment.
• Review preliminary fire safety report – (prepared by others).
• Estimate total load using W/m2.
• Review applicable authority codes and standards.
• Establish contacts with local authorities and utility companies.
• Review concepts for significant and unusual health and safety risks relevant to the design.

Drawings:

• Sketch drawings (may comprise ‘marked-up’ architectural drawings) including preliminary plant room requirements and services routes.

Reports:

• Concept services brief – to establish available system concepts and a broad report investigating available options and recommendations, and definition of system requirements and key assumptions.
• Design standards to be used.

• To ascertain client brief and to review/consider applicable options.
• Agree roles and responsibilities.
• Concept and preliminary design phases are often combined on smaller projects.
• Tendering at this stage unlikely to result in ‘like for like’ bids.
• No co-ordination completed at this stage.
• Costing only on per m2 basis.

Preliminary Design Phase

Design Process

Deliverables

Commentary

Inputs:

• Client approval of concept services design and budgetary implications.
• Updated fire engineering report.
• Preliminary acoustics report.
• Design time schedule.
• Client approved architectural, structural, and other services concept designs.
• Assess supply utility requirements and liase with local authorities.
• Electrical lighting and power loads.

Design:

• Develop preliminary load profiles.
• Develop system concepts and identify special requirements.
• Confirm plant room space / location requirements.
• Assess impact of the location of system and equipment intake and discharge.
• Develop services route requirements, both horizontal and vertical and space co-ordination with other Trades.
• Define interface requirements with other services.
• Review preliminary design for significant and unusual health and safety risks the design may present during construction and maintenance.

Drawings:

• Schematic drawings outlining services concepts.
• Layout drawings locating plant rooms, risers, and primary services routes.
• Preliminary plant room layouts.

Specifications:

• Outline services specifications.
• Preliminary equipment schedules for major plant.

Reports:

• Utility services reports.
• Design report including key design criteria, proposed system concepts, and features.
• Preliminary equipment weights.
• Energy efficiency analysis.
• Preliminary building services interface matrix.
• Highlight ‘significant and unusual’ buildability and health and safety issues.

• Cost estimates at this stage generally cannot be on a full elemental basis, as final distribution is not well defined.
• Systems could be priced by vendors at this stage but unlikely to get like for like comparison.

Developed Design Phase

Design Process

Deliverables

Commentary

Inputs:

• Client approval of preliminary design and budgetary implications.
• Client approved architectural, structural and other services preliminary designs including building fabric details.

Design:

• Services load calculations.
• Services co-ordination with structural, architectural, and other services.
• Incorporate requirements of the fire, acoustic, or other relevant report.
• Develop and expand the services concepts, selection of typical plant, review of plant room and services space requirements including sizing of duct and pipe work.
• Identify utility connections
• Co-ordination of plant, equipment, services routes, diffusers, etc.
• Verify significant and unusual health and safety issues have been addressed in the design.

Drawings:

• Single line pipe work and duct work layouts.
• Major plant concepts and layouts.
• Sections as necessary.
• Piping and air flow schematics.
• Reflected ceiling plans, preliminary co-ordination.

Specifications:

• Preliminary technical specifications.
• Equipment schedules.

Reports:

• Updated design features (options) report, including options selected.
• Electrical loadings report.
• Updated energy efficiency review.
• Approvals for utility connections.
• Building services interface matrix.
• Highlight ‘significant and unusual’ buildability and health and safety issues.

• Cost estimates at this stage can be produced by quantity surveyor on elemental basis, with secondary elements estimated on typical details.
• Developed design generally provides the minimum level of documentation to clearly define the scope of all HVAC elements.

Detailed Design Phase

Design Process

Deliverables

Commentary

Inputs:

• Client approval of developed design and budgetary implications.
• Client-approved developed designs for architectural, structural and other services.
• Final Fire and Acoustic reports.

Design:

• Detailed system design, including equipment, ductwork and pipework.
• Coordination in principle with Structure.
• Architecture and other Building Services.
• Finalise utility supplies.
• Fire authority approvals.
• Interface details with other trades.
• Highlight significant and unusual health and safety risks that were identified through the design process.

Drawings:

• Completed schematic and layout drawings defining requirements for services, including plans, elevations, and sections.
• Detailed pipe work and duct work layouts for mechanical services.
• Plant room layouts including detailed sections.
• Piping and air flow schematics.

Specifications:

• Detailed specifications.
• Detailed equipment schedules.

• Detailed design generally provides a level of documentation to clearly define the design of HVAC services. Design details should be co-ordinated with other disciplines. However, the documents produced in this phase may not directly be able to be built’ from.
• Co-ordination. In ceiling zones identified with appropriate clearance from structure and other services. Major penetrations identified. Detailed co-ordination of critical areas.
• Define in the specification the significant and unusual health and safety risks that were identified in the design.
• Define in the specification the significant health and safety risks that were identified in the design.

Construction Design Phase

Design Process

Deliverables

Commentary

Inputs:

• For construction design phase, drawings for architectural, structural, and other services.
• Construction time schedule.

Design:

• Production of larger scale detailed shop drawings including seismic details.
• Co-ordination of all services, structure and architecture.
• Equipment selections and technical submissions.
• Control system programming.
• Detailed layouts of plant rooms.

Drawings:

• Revise detailed design documentation to incorporate buildability changes suggested by contractor if they impact on the design intent.
• Equipment submissions as defined in detailed design.
• Compliance certificates.
• Detailed layouts of plant rooms and risers.
• Fabrication details of ductwork, pipework, switchboards, etc.
• Equipment plinth details, mounting, and isolation detailing.
• Wiring diagrams and points schedules for control systems.
• Seismic bracing details.

Review:

• Review shop/fabrication and layout drawings for compliance with design.
• Review equipment submissions.

• Normally prepared by the services subcontractor to enable fabrication of the services design.
• Deliverables contain sufficient details for elements to be manufactured/constructed without reference to other documents, i.e., ‘the details have co-ordinated the relevant design information across all disciplines and can be built from’.
• Equipment ordered.
• At completion of design as built drawings, manuals and equipment details produced to indicate final installed systems.
• The contractor is responsible for managing health and safety risks during the construction phase.