Performance Management Guidelines

« Previous Guideline | Next Guideline »

P.3 Integrated Design Process

Create an integrated approach to the design process by involving key design team members, users, occupants and operators. An integrated design process leads to improved communication and a systems approach to problem solving resulting in optimizing performance at the lowest cost. This guideline also requires the creation of documentation of select processes related to an integrated design approach. Process documentation which falls within the typical scope of the commissioning agent is found in Guideline P.4.

Required Performance Criteria

  1. Conduct an organization/kick-off meeting including the team. At least one representative of the following disciplines or groups shall be in attendance if they have been assigned for the project:
    • Architecture
    • Civil Engineer
    • Commissioning Agent
    • Contractor or construction manager
    • Electrical Engineering
    • Energy Modeling
    • Facility Management / Operations
    • Interior Design
    • Mechanical Engineering
    • Owner and/or tenant
    • Landscape Architect
  2. Incorporate the following into the design, construction and operation of the project:
    1. Create and revise the Design Intent Document (DID), which shall quantify functional performance expectations and parameters for each system to be commissioned.
    2. Create and revise the Basis of Design (BOD) document, a narrative description of how the systems will be designed in order to achieve the design intent acceptance criteria
    3. Perform a safety risk assessment of Indoor Air Quality issues for projects that will be attached to existing buildings (New Building additions or Major Renovations) according to the Pre-Commissioning Air Quality Management Plan (See Appendix P-3a)
    4. Develop indoor air quality procedures during construction and warranty period according to a Construction Air Quality Management Plan and Warranty Period Air Quality Management Plan. (See Appendix P-3a.) Note that this also includes safety risk-assessment of existing building conditions, and protection of occupants in spaces adjacent to construction work.
    5. Develop construction waste management procedures during construction according to the Construction Waste Management Plan. See Appendix P-3a and Guideline M.3 Waste Reduction and Management for criteria that the plan must meet.
    6. Track user complaint/ work request logs related to user comfort and satisfaction as an indicator of ongoing IEQ performance

Recommended Performance Criteria

  1. Assemble appropriate stakeholder team
    Include representation from every discipline that will be involved in the project: Owner's decision-making team, users, occupants, operations and maintenance representatives, at least one representative from the community, and at least one agency "client" or visitor representative. Also include Owner Representative and commissioning agent if applicable. Choose members who can make a commitment through post-occupancy review phase.
  2. Conduct planning/ review workshops at key phases with all team members.
    • Comprehensive Business Planning Workshop at Agency planning phase
    • Programming Workshop during Predesign Programming
    • Facility Performance Workshop within the first 2-3 weeks of the schematic design phase
    • Convene multi-disciplinary team at least once per design phase for integrated progress review towards guidelines
    • Convene stakeholder team regularly for integrated progress review. Stakeholder team to meet a minimum of once per phase.
    • Convene General Contractor and Sub-contractors for pre-construction kick-off meeting to review the B3 Guidelines goals and objectives.
    • Incorporate discussion about the progress toward project outcomes during every construction meeting.
    • After occupancy, Facility Operations Manager, Human Resources Manager and others that offer cross disciplinary points of view on Facility Operations shall meet annually to review operation practices, complaints, and building maintenance issues.


IAQ Practices

  • SMACNA, IAQ Guidelines for Occupied Buildings Under Construction, 1st Edition, 1995.

Indoor Air Quality Operations, Measurement and Verification

Related B3 Guidelines Documents

Supplemental Resources

« Previous Guideline | Next Guideline »