Professional Documents
Culture Documents
EXCELLENCE
IN
FEDERAL
BUILDINGS
ACTION PLAN
OCTOBER 2000
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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HEATING, VENTILATION, AND AIR CONDITIONING EXCELLENCE
MISSION STATEMENT
“We need to make sure that, “Design Excellence was never intended
when we select and begin design; from the very beginning
in fact, when we think about sites, to be purely focused on
. . . we’re starting to think about the HVAC what something looks like.
and the comfort of the people It was always intended [to be]
inside of the building.” a holistic attitude toward design professions.”
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SUBMITTED BY GSA HEATING, VENTILATION, AND AIR CONDITIONING ADVOCATES
Brian Wong Hermes Brual, PE Jeff Jafarzadeh, PE Garner (Bill) W. Duvall, Jr., PE
GSA, Region 1 GSA, Region 5 GSA, Region 8 NCR, MD East Service Del. Team
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TO INCREASE TENANT
SATISFACTION, ENHANCE
WORKPLACE PRODUCTIVITY,
INTEGRATE HVAC
STAGE OF A PROJECT.
Boston Federal Courthouse, Boston, Massachusetts
SUMMARY REPORT OF THE NATIONAL
WORKSHOPS ON DESIGN EXCELLENCE
IN HVAC FOR FEDERAL BUILDINGS
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CONTENTS
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SUCCESSFUL PROJECT
DELIVERY IS MADE POSSIBLE
BY DELIBERATELY AND
STRATEGICALLY MERGING
MECHANICAL AND
ELECTRICAL ENGINEERING
EXPERTISE WITH
ARCHITECTURAL EFFORTS IN
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is one element of GSA's strategic plan for the continual improvement of ACTION PLAN: The Office of Chief Architect (OCA) initiative culminated
Federal facilities. in the Action Plan for providing HVAC systems that meet or exceed client
expectations by effectively integrating systems design with architectural de-
Milestones leading to this Action Plan were: sign under the Design Excellence Program. HVAC advocates will develop
strategic and tactical approaches to encourage HVAC Excellence by guiding
§ 1979 to 1999 - Post-Occupancy Evaluations Program Lessons the implementation of this Action Plan. They also will continually monitor
Learned. and, when appropriate, revise the Action Plan. The following text describes
§ 1994 - Design Excellence Program. the following components of the Action Plan:
§ August 1998 - National Workshop on Design Excellence in HVAC
for Federal Buildings. § HVAC Advocacy Program.
§ September 1998 - National Workshop on Design Excellence in § Architecture-engineering selection.
HVAC for Federal Buildings. § Peer review process.
§ December 1998 - Summary Report of the National Workshops on § Criteria.
Design Excellence in HVAC for Federal Buildings. § Recognition.
§ March 1999 – designation of HVAC Advocates from each Region § Team accountability.
§ August 1999 - HVAC Advocate Workshop - Start of Action Plan § Communication.
development. § Operations and maintenance.
§ September 1999 - HVAC Advocate Workshop - Action Plan § Building turnover process.
development. § Quality assurance.
§ 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
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ACTION PLAN
HVAC ADVOCACY PROGRAM ARCHITECT-ENGINEER SELECTION
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PEER REVIEW PROCESS § The OCA will establish a website with
a central
OCA shall establish and document a peer § archive, to provide regional HVAC
review process to adequately address all de- Advocates with reference materials and
sign disciplines. The expectation is that pro- to promote general awareness of PBS
jects with significant components of HVAC design guidelines and technical issues.
design will be represented by an HVAC en- HVAC Advocates will list design
gineer on the peer review panel. documents to incorporate on the GSA
website.
§ OCA has established a national pool of
peer reviewers from which member(s)
are selected to participate in A-E selec-
RECOGNITION
tion and to critique design concepts. The
peer reviewers will include engineering Functional and integrated designs shall be
experts to review new projects as well as part of GSA’s Design Excellence awards.
renovation projects where HVAC is sig-
nificant. § A category shall be created within the
________________ GSA design excellence awards to rec-
ognize demonstrated performance-
CRITERIA
based quality assurance and effective
LESSONS LEARNED FROM POST-OCCUPANCY
Enforceable criteria shall be strengthened to integration of HVAC and other engi-
EVALUATIONS INDICATE THAT HVAC neering disciplines with architectural
avoid major design flaws. Benchmarks for
thermal comfort shall be provided to en- SYSTEMS ELICIT THE MOST COMPLAINTS design.
hance system evaluation during the design, FROM TENANTS,
construction and building turnover process. § The A-E fee structure shall be modified
YET HVAC TECHNOLOGY, EQUIPMENT AND to support the cost of preparing design
§ Mandatory performance-based and direc- DESIGNS EXIST TO PRODUCE A HIGH RATE OF excellence award submittals.
tive-specific criteria shall be incorpo-
SATISFACTION. THE CHALLENGE IS TO
rated into the Facilities Standards for the
Public Buildings Service. RECOGNIZE AND APPLY WHAT WE’VE
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TEAM ACCOUNTABILITY § The O&M component should be procured together with the con-
struction contract to make the general contractor more responsi-
The design and construction team, including the design A-E, con- ble. Each contract should consist of three 3-year terms.
struction manager, contractor and GSA project manager, will be
held accountable for integration and quality control of building sys- § Contractors should be required to provide video/web-based
tems. O&M training and to include it as part of the procedures manual,
similar to the Roybal Building O&M manuals model. This re-
§ Costs shall be managed effectively by accurately profiling pro- quirement should apply for new construction and for major reno-
ject costs. vation projects
§ HVAC Advocates shall assist the project team in setting and
monitoring HVAC Excellence goals, including budget, design
§ The content of the O&M procedures manual should be standard-
ized to include:
direction, energy consumption and system constructability.
§ Description of HVAC system operation written by the A-E
for the mechanics.
COMMUNICATION § Air and water balance reports.
§ Commissioning report.
A formal information exchange process should be developed by § Vibration report.
means of periodic workshops and Internet bulletin board postings to § Record documents.
share HVAC design and construction experience and enhance com- § Manufacturers’ O&M instruction, and approved product
munication on HVAC issues within GSA. submittals.
§ O&M procedures manuals should be submitted in both elec-
§ HVAC Advocates will be responsible for communicating and tronic and hard-copy formats.
promoting HVAC excellence at the project level as a member of
the project team.
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BUILDING TURNOVER PROCESS QUALITY ASSURANCE
To ensure a smooth building turnover process A formal Quality Assurance (QA) standard
and determine full functionality of building shall be developed to address both design and
systems, project design and construction pro- construction requirements. The building turn-
fessionals will maintain involvement beyond the over process will include essential QA compo-
turnover phase. This will provide Property nents.
Management professionals with the benefit of
input from the professionals who developed the § A comprehensive QA process shall be de-
design to help resolve HVAC issues. The proc- fined. It shall include checklists for GSA
ess of assessing and correcting deficiencies can Project Managers to use for design,
be a 2- to 3-year process and may require capi- construction and building turnover. (See
tal improvement funds. the Quality Assurance Practices flowchart
in Section 4, pages 14 and 15.)
§ The HVAC turnover procedure shall be the
responsibility of the design A-E under con- § QA shall be recognized as having the great-
struction phase services, which may im- est potential when begun during the pro-
prove design quality. gramming phase. The HVAC Advocate
shall be involved in all phases of project de-
§ A uniform turnover process shall be estab-
livery to ensure QA.
lished. It shall include commissioning, bal-
ancing of air and water systems, and train-
ing as well as a record of the vibration of § A separate line item shall be added to pro-
rotating equipment, completion of record ject budgets to measure client satisfaction,
energy consumption, and maintenance cost
documents, and submittal of the O&M ________________
procedures manual. in order to determine whether project ex-
THE HVAC SYSTEM CONSUMES 50-60% OF pectations were met. This would occur ap-
THE BUILDING ENERGY COST AND proximately 1 year after building comple-
§ Testing of equipment, balancing, and re-
tion.
cording of vibration will be performed by GENERATES 80-85% OF TENANT
specialists under the A-E contract. Video- COMPLAINTS. THUS,
tape training, conducted by the construction
AN HVAC ADVOCACY INITIATIVE WAS
contractor with the assistance of qualified
instructors such as factory representa-tives, CREATED TO ADDRESS ISSUES AFFECTING
will include a review of the O&M manual. CLIENT SATISFACTION AND COST.
The training schedule will be coordinated
with the Facilities Manager.
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CONTRIBUTORS
General Services Administration Bill Dierkes Jeff Jafarzadeh, PE American Institute of Architects
Robert A. Peck GSA Region 3 GSA Region 8 Steven Biegel, AIA, NCARB
Commissioner, PBS
Rick Spencer, PE Eleonora Bletnitsky, PE American Society of Heating
Edward Feiner, FAIA GSA Region 3 GSA Region 9 Refrigeration and Air-Conditioning
Chief Architect, PBS Engineering
Greg Medert, PE Christopher (Kit) Meith, PE William Coad, PE
Jan Ziegler GSA Region 4 GSA Region 10
ARA, GSA Region 3
Verle A. Williams, PE
Hermes Brual, PE Roger Wright
Paul Prouty, PE, ARA GSA Region 5 GSA, Region 10
ARA Region Associated General Contractors of
America
Michelle Majka, PE William Barrientos Tim Aldeborgh, PE
HVAC Excellence Advocates GSA Region 5 GSA National Capital Region
David B. Eakin, PE
Office of the Chief Architect Gerry Stosek
Perry Boeschen, PE Tim Bunker
GSA Central Office Energy Center of Expertise GSA National Capital Region Building Owners and Managers
GSA Region 6 Association International
Vijay Gupta, PE Garner (Bill) W. Duvall, Jr., PE
Office of the Chief Architect Patrick Hilleary
Mark Ewing GSA National Capital Region
GSA Central Office GSA Region 6 Center for Building Performance &
Gregory Segal, PMP Diagnostics,
Jim Carelock, PE
John S. Nelson, PE GSA National Capital Region Carnegie Mellon University
Office of Portfolio Management,
Property Management, Stephen Lee, AIA, CSI
GSA Central Office
Technical Support Branch Panelists
Brian Wong GSA Region 6 American Consulting Engineers General Services Administration
GSA Region 1 Council Larry Owens, PE
John Topi, PE Howard Messner, Executive VP Region 8
Jack Agacan, PE Property Management Division,
GSA Region 2 Technical Support Group Thomas Moore Independent Consultants
GSA Region 6 Ved Bansal, PE
Roshan Bagga, AIA Joseph Villante, PE Bansal & Associates
GSA Region 3 Tom Hazelton, PE
GSA Region 7 Jerald A. Williams, PE Boggarm Setty, PE
Al DeLucia, PE Setty & Associates, CE
Project Management Division Scott Conner, PE Dev Sidhu, PE
GSA Region 3 GSA Region 8
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Speakers and Facilitators Ron Johnson Rick Thomas, PE Manny Neves
Alex Adkins, AIA GSA Region 5 GSA Region 10
Leers, Weinzapfel & Associates Mike Dewsnap
Bill Landman, PE Rose Tillerson
Alonzo B. Blalock, PE Consultant, La Crosse, WI HDR Architecture, Inc. Alio Fishman
HDR Architecture, Inc.
Ralph Lassiter, Ph.D. Michael Weise, PE Kevin McGill
Rob Bolin, PE HDR Architecture, Inc. The Trane Company
Syska & Hennessy, Inc. Saro Minassian
Norwyn Lees, PE Lynn Werman, PE
Earl Clark, PE Consolidated Engineering Services HDR Architecture, Inc. GSA Region 2
Dupont Charles E. Smith Company Kyle Brooks
Donald Wulfinghoff, PE, EIP
Kirk Conover, AIA John Meadows, AIA Wulfinghoff Energy Services, Inc. Marvin Kass
BOORA BOORA
GSA Participants GSA Region 3
Len Damiano Mary Moore National Capital Region Bill Dierkes
EBTRON Syska & Hennessy, Inc. William Barrientos
Gary Zimmerman
Lisa M. Daniels Thomas Moore, PE Carlyle Turner
GSA Region 7 RMH Group John Powers
Ed Kellerman
Alfred S. DeLucia Johnson Payne III Edward Gribbin
GSA Region 3 GSA Office of Stuart Steele
Business Performance Tanya Keyhani
Richard Galo Pat Dawson
Pittsburgh Corning Dennis Peltz, PE GSA Region 4
RTKL Associates, Inc. Chester Waters Carl Wiggins
William Hoffman, PE
HDR Architecture, Inc. Paul Prouty, PE, ARA Kapil Shah Jerry Wall
ARA Region 8
Lee Harton, PE Harish Kapur GSA Region 5
OSHA Bradlee Sheridan William Sonenberg
GSA Region 1
Godfrey Smith
John Hennessey GSA Region 7
Eugene Smithart, PE
Syska & Hennessy, Inc. David Hoy Winston McAden
The Trane Company
Ron Hughbanks, AIA John Sporidis, PE Mahendra Shah Gary Wike
HDR Architecture, Inc. Syska & Hennessy, Inc.
Cary Frantz GSA Region 8
Ron Jakatia, PE Janet Stout, Ph.D. Wayne Morrow
GSA Region 8 Infectious Disease Section GSA Region 1
VA Medical Center, Pittsburgh John Mauer Charlie Dockham
Roston Monoukian
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Al Camp GSA Central Office Satish Sehgal
Robert Andrukonis
Tom Birlson Courthouse Management Group Sat Gupta
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Federal Building Courthouse, Rhode Island
4
QUALITY ASSURANCE PRACTICES
Project D evelopm ent/D esign C oncepts D esig n D ev elo p m en t/C o nstru ctio n
CBD Announcement Design Excellence Selection Design Development Stage Interior Fitout Coordination
Project/Team Requirements Qualifications Design Comp Value Engineering Client Selections
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HVAC Advocate Involvement
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QUALITY ASSURANCE PRACTICES
Construction Phases
Select/Award Constr.
Contractor Based on Eval.
Building Turnover
Reports, Manuals, Training
Post-Occupancy Evaluation
Verify Performance Objectives Department of Veteran Affairs Regional Center,
Philadelphia, Pennsylvania
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BIBLIOGRAPHY
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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.
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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.
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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.
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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