Our Project Flowchart
With any successful project, there's a plan to get there.
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Whether we're taking on responsibility of managing the project or you're doing it yourself,
the below workflow can help guide you to success:
Pre-Construction
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Pre-Design Coordination
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Architectural Layout
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Mechanical Systems Basis of Design
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Mechanical Zone Plan
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System Preliminary Layout
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Mechanical Load Calculations
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Exterior & Building Loads
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System Loads
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Mechanical Design
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Primary System Design​
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HVAC Systems​
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Exhaust Systems
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Process Systems
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Secondary System Design
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Control & Operations
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Fire Life Safety ​
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Trade Coordination & Review
Permitting
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Pre-Construction Drawing Submission
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​City/County Comments
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Drawing Revision & Resubmittal
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City/County Drawing Approval
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Equipment Procurement​
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Qualify Material & Equipment ​
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Verify Means & Methods
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Contractor Procurement
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Qualify Installing Contractors​
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Review Quotes & Scope Coverage
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Review Schedule
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Contract Review & Issuance
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Construction
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Schedule Management
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Lead Time & Delay Tracking​
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Contractor Performance Tracking
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Milestone Tracking
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Material & Equipment Procurement Tracking
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Financial Projections
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Estimate Monthly Spending & Billing​
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Onsite Planning & Coordination
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Contractor Coordination & Scheduling
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Onsite Issue Resolution
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Design Changes​
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Scope Changes
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Material & Equipment Receival & Storage​
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Installation Review
Commissioning
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Equipment Startup & Testing
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Equipment Control Sequence Review
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Design Conformance & Operation Review
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System Maintenance & Service Planning
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Operator Training
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Warranty Documentation
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Equipment Service Prior to Warranty Expiration
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Warranty Requests for Service Repairs