HVAC Engineering A - Process Maps (PM)

HVAC engineering deals with the overall process of planning, designing, installing, commissioning, operating and maintaining heating, ventilating and air conditioning (HVAC) systems for building projects.

It deals with systems that distribute air through preformed or manufactured duct sections. Low velocity, medium velocity and high velocity air flow through ducts are all within the scope of this process.

Six main process stages are considered within the HVAC Engineering lifecycle. These are shown in the high level process map below as:

Plan HVAC Systems
Design HVAC Systems
Install HVAC Systems
Test and commission HVAC Systems
Operate Elements and Systems
Maintain Elements and Systems

Process Overview

Id	Type	Name	Description	Process Stage(s)	Input	Output
1	Task	Plan HVAC Systems	The objective of the planning activity is to: prepare general outline of requirements (program or brief) and plan future action for the specific planning task concerned, set up client organization for programming (or briefing) obtain program requirements (brief) from the client organization, appoint organizations to the project for carrying out work as appropriate to the specific planning task concerned. In this case, the planning activity is concerned with HVAC systems.	Outline Feasibility(2), Substantive Feasability(3)	Exchange HVAC Model (Space) Exchange HVAC Model (Programming) Exchange HVAC Model (Equipment) Exchange HVAC Model (Systems)	Exchange HVAC Model (Space) Exchange HVAC Model (Programming) Exchange HVAC Model (Equipment) Exchange HVAC Model (Systems)
2	Sub-Process (collapsed)	Design HVAC Systems	The objective of the design activity for a project is the progressive development and refinement of the requirements expressed in the program (brief) and then to propose design solutions to those requirements including construction/installation methods, materials, technical solutions. Design solutions proposed should be validated against the provision of building codes and regulations for the specific location of the project and should be in accordance with sustainability criteria including environmental impact and service life. The cost of the design solutions proposed should be estimated and managed through the progressive development of a cost plan.	[Outline conceptual design(4)], [Full conceptual design(5)], [Coordinated design and procurement(6)]	Exchange HVAC Model (Space) Exchange HVAC Model (Programming) Exchange HVAC Model (Equipment) Exchange HVAC Model (Systems)	Exchange HVAC Model (Space) Exchange HVAC Model (Programming) Exchange HVAC Model (Equipment) Exchange HVAC Model (Systems)
3	Task	Install HVAC Systems	The objective of the construct or install activity for a project is to translate proposed design solutions into actual constructed or installed solutions for the * project. This activity includes all actions necessary for: provision of production information including specifications and schedules outlining quality and type of materials and goods required to achieve the objective and constraints applicable to project execution. planning and scheduling work tasks, procurement actions for materials, goods and services including tendering actions execution of construction and installation tasks up to the point at which the work can be tested, commissioned, inspected and/or determined as complete.	[Production information(7)], [Construction(8)]
4	Task	Test and Commission HVAC Systems	The objective of the test, commission and complete activity for a project is to: provide for the testing of technical solutions to ensure that they will function with the required level of safety set up technical solutions to operate according to the actual operating requirements of a project ensure that construction or installation work has been properly executed and to remedy any defects turn over project to the client of the clients operating agent	[Construction(8)]
5	Task	Operate HVAC Equipment	The objective of the operate elements and systems activity for a project is to perform those actions and adjustments required to ensure the normal day to day operation of a project.	[Operation and maintenance(9)]
6	Task	Maintain Elements and Systems	The objective of the maintain elements and systems activity for a project is to perform those actions and adjustments required to return elements and systems to a satisfactory state (physical or functional) for continued operation. The activity is concerned both with planned and unplanned maintenance activities and considers requirements that may be state (failure or imminent failure), time or condition based. A maintenance requirement is triggered by an event which may be caused by either: the amount of time that has elapsed since the previous maintenance operation was carried out has reached the planned interval between maintenance operations, or the date on which a maintenance operation is planned has arrived, or the current operating condition of an element, group of elements or system as determined by the values of one or more parameters has reached a level at which maintenance is set to occur, or an operational failure (either complete or partial) has occurred that requires a maintenance operation to correct. In the context of the above, maintenance is also considered to encompass replacement where an element has reached the end of its working life.	[Operation and maintenance(9)]

Note that this mappings splits the general project stage "Construction" between the HVAC stages "Install" and "Test and Commission".

Coordination Point Gateways - HVAC Engineering (PM)

Type	Name	Description
Coordination Point	Coordinate Plan	Coordination and approval (or otherwise) of all planning work undertaken.
Coordination Point	Coordinate Design	Coordination and approval (or otherwise) of all design work undertaken. This coordination point may be considered as being synonymous with the 'Coordinate_coordinated_design' coordination point.
Coordination Point	Coordinate Program Design	Coordination and approval (or otherwise) of speculative design work undertaken at the programming stage.
Coordination Point	Coordinate Sketch Design	Coordination and approval (or otherwise) of design work undertaken at the sketch design stage.
Coordination Point	Coordinate Full Concept Design	Coordination and approval (or otherwise) of design work undertaken at the full concept design stage.
Coordination Point	Coordinate Coordinated Design	Coordination and approval (or otherwise) of design work undertaken at the coordinated design stage.
Coordination Point	Coordinate Equipment Location	This purpose here is to represent a point at which the model of the HVAC systems is brought together with equivalent models from other roles for coordination and approval. Coordination is concerned with ensuring that items of equipment are in proper spatial and functional relationship to each other taking into account their size and location in terms of space allocation and structural provision. For example: major items of equipment applying a significant load on the structure need to have suitable structural support, equipment requiring maintenance action should not have access restricted by other technical systems components, visible items should be in appropriate locations for functional and aesthetic coordination.
Coordination Point	Coordinate Space	The purpose here is to bring together information that is currently available about the spaces as required for the technical systems designs to ensure that requirements are coordinated and that space allocations as required are made.
Coordination Point	Coordinate Systems	At this point, the aim is to coordinate the HVAC systems design with other systems information and make adjustments that are necessary. The possibility for such adjustments is described by feedback provisions.

Role Overview

The primary roles shown in the process model diagram (as "swimlanes") are defined as:

HVAC Design (RS)
HVAC Construction (RS)
Facilities Management (in this case, concerned with the electrical engineering aspects og facilities management)

Page Operations

Browse Space

HVAC Engineering A - Process Maps (PM)

Process Overview

Coordination Point Gateways - HVAC Engineering (PM)

Role Overview