Pre- Design Lecture 1

1/20/2015

PlanningProgramingIntroduction :

You must be the change you wish to see in the

world ~ Mahatma Ghandi

Class Content Lectures 1-3

Lecture 1:
Cursul introduce studentii anului 6 in prima faza de project pre-design
care presupune stabilirea parametrilor de proiectare a investitiei, si
methodologia folosita in acesta directie, discutata in Lecture 2:

Lecture 2 :
OPR ( sau URS) Owner Program Requirements (respective Users Requirements
Specifications)
Este un document cu piese scrise, desenate si standarde executat de client si / sau de
proiectant.
Are intentia de a stabili scopul lucrului in general, pt a putea preliminar elabora si solicita
pe baza lui urmatoarele documente esentiale:

Site selection criteria

Costuri de inginerie si termene de proiectare

Conditiile de executie ie. turn-key design built, CM, GC, etc cu termene

Costuri preliminare (+-50% - 20%+-) eroarea a costului final

Standardele clietului sau daca nu sunt trebuie dezvoltate pt folosinta

Branding unde se cere trebuie explicat detaliat aici

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Copyright 2014 Michael Perciali

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Class Content Lectures 1-3

Lecture 3:

CASE STUDIES FROM INTERNATIONAL PRACTICE

Basis of Design (BoD) for building types:

Manufacturing facilities
R&D Labs
Office buildings
The methodology is similar for all building types

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Class Activity Lectures 1-3

Reading assignments at each class:

Case studies:

Professional articles on line and on paper on this topics

Examples of various buildings types where planning was used and helped
the success of the project.

Final Testing :

Multiple choice questions regarding data presented in lectures and in the

reading assignments.
One sample question will be presented at the last class of this module.

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Copyright 2014 Michael Perciali

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PlanningPrograming Lecture One :

INTRODUCTION IN PLANNING / PROGRAMMING / CONCEPT DESIGN
EXAMPLES OF BAD PLANNING:

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PlanningPrograming Lecture One :

INTRODUCTION IN PLANNING / PROGRAMMING / CONCEPT DESIGN

OTHERSEXAMPLESOFBADPLANNINGJOBS:

TOOMUCHSPACEORNOTENOUGHSPACEonsiteorinfacility
MEETINGBUDGETANDSCHEDULEvs.EXEEDING(thenotionofcompletedprojectunder
budgetisnotgoodplanning;Itisasbadasexceedingthebudgetbecauseoffreezingfundsfor
yearsinsteadofusingtogrowthebusiness)
REFRIGERATORSONCORRIDORS ITISAFIREEGRESSVIOLATION
FILESCABINETSONBUILDINGCORRIDORS ITISAFIREEGRESSVIOLATION
COPIER/PRINTINGMACHINESONCORRIDORS ITISAFIREEGRESSVIOLATION
MESSYOFFICESWITHWINTERCOATS,ETC.ONCHAIRSANDDESKS.

CANCELEDPROJECTSorREDUCEDSCOPETOMEETTHEBUDGET

CANCELINVESTMENTDUETOLACKOFAPPROVALS(Gov.regulatory,marketdemands)

LANDPURCHASEDISNOTAPPROPRIATEFORDEVELOPMENTDUETOENVIRONMENTALOR
LANDUSEPOLICYISSUES.

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Copyright 2014 Michael Perciali

Pre- Design Lecture 1

1/20/2015

History and background

Planning theories are not
new

In house engineering at some

very large corporations had
internal standards, processes
and methodologies for
approaching their facility
projects for decades.
Some early thinking of planning
existed even in the 50s see
the thinking method
recommended here:
Many of in house standards
are outdated use them with
care.
Always ask yourself why are
we doing this, is there a better
way to solve this problem?

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Why Learning about Planning ?

MOST IMPORTANT BENEFIT OF PLANNING IS:

It anticipates the final results of a project while spending only 20%

(+-) of the engineering budget.
What can be done if the anticipated cost estimate of a project is
over the approved capital spending and not acceptable?
Stop the project still good for customer because only 20%
capital was spent on engineering bad for design firm to stop
Re-design the same concept but reduce areas = cost but still
meeting the customers mission. (sometimes done free of
charge by the design organization to stay on project longer)
Move towards a totally different concept planning approach.
Look for more funding approval unlikely scenario, because the
leadership team can lose credibility and his/her job is at risk.
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Copyright 2014 Michael Perciali

Pre- Design Lecture 1

1/20/2015

Why Learning about Planning ?

DEFINITION AND BENEFIT OF PLANNING: early decisions determine
the success or failure of a project:

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PLANNING JOB - IF PRACTICING IN ROMANIA

SEE OAR DOCUMENT DATED: DEC 2006

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PLANNING JOB IF PRACTICING IN ROMANIA

SEE OAR DOCUMENT DATED: DEC 2006

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PLANNING JOB - IF PRACTICING IN ROMANIA

SEE OAR DOCUMENT DATED: DEC 2006

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PLANNING JOB - IF PRACTICING IN ROMANIA

SEE OAR DOCUMENT DATED: DEC 2006
IMPORTANTA FAZEI PRELIMINARE ESTE ILUSTRATA SI IN TABELUL DE
MAI JOS PLANNING REPREZINTA 15-20% DIN TOTAL ONORARIU, DESI
ESTE DE SCURTA DURATA SI CU DELIVERABLES LIMITATE.

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PlanningPrograming - Content:
A PLANNING MANUAL CAN HAVE FROM 20 TO 200 PAGES,TEXT, CHARTS AND GRAPHICS example:

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PlanningPrograming - data collection :

DATACOLLECTIONPROCESS:

MOM
The architect / planner
is responsible for
writing, circulating,
getting approvals and
archiving MOMs

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PlanningPrograming - data collection:

DATACOLLECTIONPROCESS:

MOM
Is an important
vehicle to ask
questions and
record answers
and move the
project forward.

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PlanningPrograming - data collection :

DATACOLLECTIONPROCESS:

MOM
- once approved by
all stakeholders,
MOM becomes
project record.

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PlanningPrograming - data collection :

DATACOLLECTIONPROCESS:

MOM

Interviews and
brainstorming
are done at
designers
initiative.
Customer needs
to agreed and
participate will
solve most
problems at a
low cost.

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PlanningPrograming - data collection :

DATACOLLECTIONPROCESS:

MOM

Interviewers part of
the design
organization needs
to be well informed
about Customers
business and what is
the market and global
industry trend.
These require many
years of specialization
in specific building
types.
Building specialization
for architects and
engineers is here to
stay.

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PlanningPrograming - data collection :

DATACOLLECTIONPROCESS:

MOM

Interviewers should
work like facilitators,
and have leadership
skills.
That will help Customer
to assign resources
and set dates.
Record these
commitments in MOMs
action items columns.
Otherwise, the data
collection will drag and
exhaust all funds with
little or no results.
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PlanningPrograming - data collection :

DATACOLLECTIONPROCESS:

MOM

Interviewers should show

flexibility in approaching
projects as not two
assignments are the same.
Transferring knowledge
from one field to another,
from one building type to
another bldg. type is
essential for a successful
planner.
This job was doing planning
for an organ donor
processing facility by
professionals working
mostly in planning biochemical labs. Through
knowledge transfer, the
planning phase was a
successful one, and moved
the project forward.
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PlanningPrograming - data collection :

LCD similar with 6
Sigma Lean process
is produces by
Customers company
with large capital
investment programs,
and it represents
means and methods to
reduce capital $
during large projects,
normally over $10 mil
in capital.

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PlanningPrograming - data collection :

SEVERAL CORP GUIDELINES ARE
LISTED TO BE FOLLOWED FOR
COST AND QUALITY CONTROL

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PlanningPrograming - data collection :

CORPORATE CLIENT GUIDELINES
BENCHMARKS:

Architects and engineers

with long career in facility
planning and design, plus
attorneys and finance
specialists, are writing this
document, and gets
feedback from Business
Units and Central
Engineering.
Once approved, it becomes
the road map to execute
capital projects.

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PlanningPrograming - data collection :

The review process is very strict is asking for

90% financial confidence level if design team
does not meet the corporate goals, the project
leader is replaced, lowers his / her
performance evaluation, and can lead to a
position change and up to dismissal.

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PlanningPrograming - data collection :

Mandatory standards to be
followed - there are many to be
followed:
This standard should be followed
when designing emergency
shelters for employees.
It is demanded by the customers
insurance carrier.

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PlanningPrograming - data collection :

VENDORS DATA:

TELEPRESENCE
ROOMS SHOP
DRAWINGS AND
SPECS WILL BE
FOLLOWED
DURING FRONT
END DESIGN
IF NOT ROOM
AND EQUIPMENT
SUPPORT WILL
NOT FIT LATER IN
THE DESIGN
DEVELOPMENT.

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PlanningPrograming - data collection :

VENDORS DATA:
TELEPRESENCE ROOM
THESE ARE KEY
VENDORS APPROVED
BY CUSTOMER FOR
QUALITY AND COST.
THEIR PARTICIPATION IN
THE PLANNING JOB IS
ABSOLUTELY
NECESSARY TO ALLOW
THE PROPER SIZE AND
UTILITIES
REQUIREMENTS.
SIMILAR ROOMS ARE:
UPS ROOMS,
MEDICAL ROOMS,
FOOD SERVICE
SERVER ROOMS
SECURITY ROOMS
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PlanningPrograming data collection:

Org charts done by customers project leadership, and is tied into project profitability

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PlanningPrograming data collection:

HEAD COUNT

with projections
as established
by customers
PM as required
by the business
units increased
sales,
production and
customers base.
Planner needs
to convert the
HC into space
allocation both
for offices and
for lockers,
toilets, conf.
rooms, training,
cafeteria,
parking, etc.
Must define sex
split for the
entire population
on site.
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PlanningPrograming data collection:

HEAD COUNT (HC) needs to cover offices and work stations (WS) for the entire organization
and for every person (FT, PT, Contr) that has a role in the business we are designing for.

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PlanningPrograming data collection:

HEAD COUNT

when HR data
is not
available,
architect
planner
should take
the initiative
and start the
process by
collecting
data and
submit for
approval.
Customers
are very busy
with day-today activities,
have no time
to support
projects
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PlanningPrograming data collection:

Design
guidelines
part of
Customers
standard:
Although old,
they need to
be flowed for
the benefit of
customers
consistent
appearance
around the
globe.

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PlanningPrograming data collection:

Design
guidelines
part of
customers
standard:
In some
cases, there
are global
standards
and regional
standards to
be followed
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PlanningPrograming data collection:

Corporate colors are set
by corporate engineering
to establish a unique and
consistent look, so the
corporate image to the
public, to its employees
and customers, will be
similar regardless of its
location around the
globe.
There are cases where
corporate standards are
site dependent.

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PlanningPrograming data collection:

ROOMS DESIGN
CRITERIA OR FACILITY
REQUIREMENTS MATRIX
IDENTIFIES:

ARCHITECTURAL

STRUCTURAL

PROCESS

AND MEP
NEEDS FOR EACH
ROOM / SPACE IN THE
PLANNED FACILITY.

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PlanningPrograming data collection:

Equipment list with utility requirements:
Indicating each process equipment, its size, type of setting and all MEP utilities
(white or black) required for operation:

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PlanningPrograming data collection:

Equipment list are needed from Customers users groups:
Indicate each testing equipment, new or reused, its size, and if floor or bench mounted.

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PlanningPrograming data collection:

CORPORATE STANDARD DETAILS:
Construction Details are not part of a planning job,
however a good planner must have the final
product in mind think of this as needing to solve
all problems to complete the project from A-Z.

THEY ARE AVAILABLE FROM LARGE CUSTOMERS

WITH IN HOUSE ENGINEERING CAPABILITIES.
THESE ARE MADE AVAILABLE TO A&E FIRMS FOR
USE, AFTER ENG CONTRACT IS SIGNED.
STANDARD DETAILS ARE VERIFIED BY
CUSTOMERS IN MANY YEARS AND MANY
FACILITIES AROUND THE GLOBE,
THEY ARE REVIEWED AND ACCEPTED BY
CUSTOMERS SUPPLIERS WHO ARE GIVING
WARRANTIES AND SERVICE AGREEMENTS.
A&E NEEDS TO VERY THEM ALL BEFORE
ENDORSING AND USING ON PROJECTS.
MANY STANDARDS ARE OLD, BECAUSE
CUSTOMERS ENGINEERING GROUPS DO NOT
STAY IN TOUCH WITH CONSTRUCTION PROGRESS
AND TECHNOLOGIES ADVANCEMENTS.
A&E NEEDS TO INFORM CUSTOMERS OF NEW AND
VERIFIED SYSTEMS AVAILABLE THAT COST LESS
AND PERFORM BETTER.

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PlanningPrograming workflow:
Compliance with International building codes and Accessibility code is assured by
extensive code investigation and tabulation see charts below:

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PlanningPrograming workflow:
Plumbing fixtures and lockers count is as required by codes:

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PlanningPrograming workflow:
Space planning charts used for: offices, labs,etc
USING EXCEL SPREADSHEET AND USERS EQUIPMENT LIST, PLUS ORGANIZATIONAL CHART,
IDENTIFY ALL SPACE REQUIREMENTS FOR PEOPLE AND EQUIPMENT, PER EACH FUNCTIONAL
GROUP.

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PlanningPrograming workflow:
Space planning charts
SUMMARY SHEET IS THE CONCLUSION OF THE SPACE PLANNING EFFORT, ADDINGUP ALL FUNCTIONAL GROUPS OF THE PROGRAM, WITH CURRENT NEEDS AND
FUTURE EXPANSION, CAPTURING ROOMS CLASS PER REGULATORY, TOTAL
POPULATION PER SHIFT, GROSS BUILDING AREA

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PlanningPrograming BoD:
Part of a BoD,
interiors specs
using text and
pictures to
convey the
design intent
used
instead of
drafting

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