Building services refers to the equipment and systems Jackie Portman that contribute to controlling the internal environment to Part I The operating context make it safe and comfortable to occupy. They also support • The operating environment • The external environment the requirements of processes and business functions • Engaging building services within buildings, for example manufacturing and assembly engineers Building operations, medical procedures, warehousing and storage • Stakeholder interfaces B of materials, chemical processing, housing livestock, plant • Professional ethics u cultivation, etc. i Part II T echnical issues associated l d For both people and processes the ability of the building with building services design i Services services engineering systems to continually perform properly, • Design criteria n reliably, effectively and efficiently is of vital importance to the • System descriptions g operational requirements of a building. Typically the building • Off-site manufacturing S services installation is worth 30–60 per cent of the total e Part III The design management process value of a contract, however existing publications on design r Design • Design execution v management bundle up building services engineering with • Risk management i other disciplines and does not recognise its unique features c • Information management e and idiosyncrasies. • Value management s Building Services Design Management provides authoritative • Planning management D Management • Commercial management guidance for building services engineers responsible for e • Quality management the design of services, overseeing the installation, and s • Performance management i witnessing the testing and commissioning of these systems. g The design stage requires technical skills to ensure that the Part IV Special buildings n systems are safe, compliant with legislative requirements • Commercial kitchens M and good practices, are cost-effective and are coordinated • Hospitals and healthcare facilities a with the needs of the other design and construction team • Data centres n professionals. Covering everything from occupant subjectivity • Shopping centres a and end-user behaviour to design life maintainability, the • Sports facilities g book meets the needs of building services undergraduates • Hotels e and postgraduates. It is also an ideal handbook for building • Educational buildings m services engineers moving into design management. e n Jackie Portman is a Senior Building Services (MEP) Design Manager with over 25 years’ experience in t consultancy, contracting and project management in the UK and overseas. She has led the design management process in a range of projects in terms of complexity, size and uses: university complexes (libraries, archive buildings, state-of-the-art education and research facilities), healthcare projects (wards, laboratories, clinical areas), single and mixed-use commercial office complexes, P residential developments and schools. Her particular areas of expertise are in consultant selection and o appointments, managing the design and pre-construction activities, ensuring that commissioning r t management procedures are put in place, and closing out and handing over successful projects. The m author is also experienced with instigating post-occupancy studies to understand how the building a services engineering designs worked for the building occupants, operations and maintenance staff. n ISBN 978-1-118-52812-9 www.wiley.com/go/construction 9 781118 528129 Building Services Design Management Building Services Design Management Jackie Portman This edition first published 2014 © 2014 John Wiley & Sons, Ltd Registered Office John Wiley & Sons, Ltd, The Atrium, Southern Gate, Chichester, West Sussex, PO19 8SQ, United Kingdom. Editorial Offices 9600 Garsington Road, Oxford, OX4 2DQ, United Kingdom. The Atrium, Southern Gate, Chichester, West Sussex, PO19 8SQ, United Kingdom. For details of our global editorial offices, for customer services and for information about how to apply for permission to reuse the copyright material in this book please see our website at www.wiley.com/wiley-blackwell. The right of the author to be identified as the author of this work has been asserted in accordance with the UK Copyright, Designs and Patents Act 1988. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, except as permitted by the UK Copyright, Designs and Patents Act 1988, without the prior permission of the publisher. Designations used by companies to distinguish their products are often claimed as trademarks. All brand names and product names used in this book are trade names, service marks, trademarks or registered trademarks of their respective owners. The publisher is not associated with any product or vendor mentioned in this book. Limit of Liability/Disclaimer of Warranty: While the publisher and author(s) have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. It is sold on the understanding that the publisher is not engaged in rendering professional services and neither the publisher nor the author shall be liable for damages arising herefrom. If professional advice or other expert assistance is required, the services of a competent professional should be sought. Library of Congress Cataloging-in-Publication Data Portman, Jackie. Building services design management / Jackie Portman. pages cm Includes bibliographical references and index. ISBN 978-1-118-52812-9 (paperback) 1. Building–Superintendence. 2. Construction projects–Management. 3. Building–Planning. 4. Engineering design. I. Title. TH438.P676 2014 658.2–dc23 2014012269 A catalogue record for this book is available from the British Library. Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books. Cover design by Andrew Magee Book illustrations: Dave Thomson Cover images courtesy of Fotolia_31720344 (Air-conditioning Ducts – background image) © Phillip Minnis Fotolia_30377348 (electric cables) © effe45 Fotolia_38650039 (Train) © jo Fotolia_43590673 (air conditioning tubes) © AP Fotolia_51516109 (air conditioning ceiling) © AP Fotolia_52506285 (ceiling with lighting) © Photographee.eu Fotolia_56780047 (front of building) © ginton Set in 10/12pt Palatino by SPi Publisher Services, Pondicherry, India 1 2014 Contents Preface x About the author xiii Introduction 1 Evolvement of building services engineering 2 Range of building services engineering systems in a building 3 Unique features of building services 4 Professionalisation of building services engineers 6 Part One The operating context 9 1 The operating environment 11 1.1 Organisational arrangement 13 Ownership arrangement 13 Scope of services 14 Integration with other entities 15 Types of projects by building sector 15 Geographical operating span 16 1.2 The internal environment 16 Human capital 17 Structural capital 19 Relationship capital 21 Summary 22 2 The external environment 23 2.1 Competitor analysis 24 2.2 PESTLE analysis 25 Political drivers 25 Economic drivers 26 Social drivers 26 Technical drivers 27 Legal drivers 28 Environmental drivers 29 Summary 30 3 Engaging building services engineers 31 3.1 Types of commissions 32 Design commissions 32 v vi Contents Survey commissions 33 Advisory commissions 34 Witnessing commissions 36 Construction administration 36 3.2 Contracts 36 Allocation of design responsibility 37 Provision of third party information 38 Warranties 39 Bonds 40 Insurances 40 Partnering 41 3.3 Fees 41 3.4 Getting work 43 Responding to enquiries 44 Summary 45 4 Stakeholder interfaces 46 4.1 The client team 48 4.2 Enforcing authorities 50 Building control 50 Local planning departments 51 Non-departmental public bodies 52 4.3 The design team 52 Architects 52 Engineers 55 Quantity surveyors 56 Specialists 57 4.4 The construction team 60 Main contractors 60 Subcontractors 61 Suppliers 61 4.5 Utility service providers 61 4.6 Non-contractual interfaces 63 Summary 65 Reference 65 5 Professional ethics 66 Summary 68 Part Two Technical issues associated with building services design 69 6 Design criteria 71 6.1 External design criteria 72 Meteorological design criteria 75 Microclimates 81 Pollution and contaminants 83 6.2 Interior design criteria 88 Thermal comfort 90 Contents vii Visual conditions 95 Acoustic conditions 100 Electromagnetic and electrostatic environment 101 Life safety criteria 101 Vertical transportation 102 Specialist services 103 Connectivity 103 Controlled outdoor environment 103 6.3 Voluntary codes and practices 105 Incentive schemes 106 Eco-labelling 106 Summary 107 Reference 107 7 System descriptions 108 7.1 Public utility services connections 110 Electricity 111 Gas 112 Water 112 Information and broadcast communications 113 7.2 Ventilation 114 7.3 Heating 118 7.4 Cooling 120 7.5 Air-conditioning 121 7.6 Water systems 123 Hot and cold domestic water services 123 Irrigation systems 126 Fire water systems 126 Wastewater removal systems 127 7.7 Gas systems 129 7.8 Electrical distribution 130 Source of supply 130 Transmission system 130 Earthing and bonding system 133 Electrical supplies for mechanical, public health and other equipment 134 7.9 Artificial lighting 134 External lighting 136 7.10 Controls 136 7.11 Lightning protection system 138 7.12 Fire detection and alarm system 139 7.13 Smoke and fire control systems 140 7.14 Security systems 143 Security lighting 143 Access control system 143 Closed circuit television 144 Alarms 144 Patrol stations 145 viii Contents 7.15 Structured wiring system 145 7.16 Broadcast communications technology systems 146 7.17 Mobile telephony systems 146 7.18 Audio, visual, audiovisual and information systems 147 7.19 Facilities for the disabled 149 7.20 Vertical transportation 150 Summary 150 8 Off-site manufacturing 151 Summary 152 Part Three The design management process 153 9 Design execution 155 9.1 Project stages 157 Preparation 157 Design 158 Pre-construction 168 Construction stage 171 Handover and close-out 180 In use 181 9.2 Design management issues 184 Design responsibility matrix 184 Hierarchy of legislation and standards 185 Stakeholder analysis 185 Site visits 186 Health and safety responsibilities 187 Life cycle considerations 188 Managing FF&E requirements 190 Areas of potential overlapping responsibilities 190 Use of software 196 Summary 196 10 Risk management 198 Risk identification 199 Risk evaluation and quantification 201 Risk sharing, managing and monitoring 201 Summary 202 References 202 11 Information management 203 Project related information 204 Reference information 204 Knowledge management 204 Summary 206 12 Value management 207 Summary 210