HVAC (Heating, Ventilation, and Air Conditioning) System Design

  1. Design Process and Documentation
    1. Project Development Phases
      1. Pre-Design Phase
        1. Programming and Needs Assessment
          1. Site Analysis and Surveys
            1. Code Research and Compliance
              1. Budget and Schedule Development
              2. Schematic Design
                1. System Selection and Sizing
                  1. Preliminary Layouts
                    1. Load Calculations
                      1. Energy Analysis
                        1. Cost Estimating
                        2. Design Development
                          1. Detailed System Design
                            1. Equipment Selection and Specifications
                              1. Coordination with Other Disciplines
                                1. Value Engineering
                                2. Construction Documents
                                  1. Final Drawings and Details
                                    1. Technical Specifications
                                      1. Bidding Documents
                                        1. Permit Applications
                                        2. Construction Phase Services
                                          1. Bid Review and Analysis
                                            1. Construction Administration
                                              1. Shop Drawing Review
                                                1. Field Observation and Testing
                                              2. Design Documentation
                                                1. Drawing Types and Standards
                                                  1. Floor Plans and Equipment Layouts
                                                    1. Reflected Ceiling Plans
                                                      1. Mechanical Plans
                                                        1. Riser Diagrams and Schematics
                                                          1. Piping Schematics and P&IDs
                                                            1. Ductwork Schematics
                                                              1. Control Diagrams and Sequences
                                                              2. Details and Sections
                                                                1. Equipment Schedules and Data
                                                                2. Specifications
                                                                  1. Specification Organization
                                                                    1. MasterFormat and CSI Standards
                                                                      1. General Requirements
                                                                        1. Product Specifications
                                                                          1. Execution Requirements
                                                                          2. Performance vs. Prescriptive Specifications
                                                                            1. Quality Assurance and Testing
                                                                            2. Calculations and Analysis
                                                                              1. Load Calculation Reports
                                                                                1. Equipment Selection Data
                                                                                  1. Energy Analysis Reports
                                                                                    1. Life Cycle Cost Analysis
                                                                                    2. Submittals and Shop Drawings
                                                                                      1. Submittal Requirements and Review
                                                                                        1. Shop Drawing Coordination
                                                                                          1. Product Data and Samples
                                                                                          2. Operation and Maintenance Documentation
                                                                                            1. O&M Manuals
                                                                                              1. As-Built Drawings
                                                                                                1. Warranty Information
                                                                                                  1. Training Requirements
                                                                                                2. Design Coordination
                                                                                                  1. Interdisciplinary Coordination
                                                                                                    1. Architectural Coordination
                                                                                                      1. Structural Coordination
                                                                                                        1. Electrical Coordination
                                                                                                          1. Plumbing Coordination
                                                                                                          2. Space Planning and Allocation
                                                                                                            1. Equipment Room Requirements
                                                                                                              1. Shaft and Chase Sizing
                                                                                                                1. Ceiling Space Coordination
                                                                                                                2. Code Compliance and Approvals
                                                                                                                  1. Building Code Requirements
                                                                                                                    1. Mechanical Code Compliance
                                                                                                                      1. Energy Code Compliance
                                                                                                                        1. Permit and Approval Process