Professional Services Methodology

By

ASSESS – DESIGN – IMPLEMENT
End-to-End Project Management

Phased Methodology Overview

  • Assessment
  • Design
  • Implementation
  •  End-to-End Project Management

Assessment Phase

  • Tasks
    • Develop / Provide / Review Assessment SOW and Project Plan (MS Project)
    • Interviews
    • Space Plan Inspections
    • Power & Mechanical Equipment Inspections & Functional
    • Power and Cooling Load Study / Analysis
    •  I.T. Physical Inventory and Electrical Load Measurements (optional)
    • Power Distribution System Review
    • Cable Plant and Cable Management Review
    • Determination of fail-over capabilities (Single Point Failure Analysis)
    • Review of Maintenance Contracts / Service Records
    • Energy Efficiency Review (“PEU”)
    • Other tasks as defined
  • Deliverables
    • Project status briefings / reports
    • Final Findings and Recommendations Report and Presentation
    • Team Review and Prioritization Workshop
    • Decision Support as needed
    • Design / Engineering Phase Fixed-price Proposal (if requested)

Design Phase

  • Tasks & Deliverables
    • Develop / Provide Basis of Design Documentation
    • Space Plan (MS Visio or equivalent)
    • Primary and Backup Power Quality Systems Specification
    • Product Evaluations and Specification including cut-sheets and Submittals
    • Product Alternatives (if applicable)
    • HVAC Design / Plan
    • Fire Detection Suppression Design / Plan
    • I.T. Enclosures / Containment Plan
    • Energy Efficiency Plan / Features
    • Monitoring and Controls Plan
    • Redundancy Features and Operation
    • Sourcing and Acquisition Recommendations / Plan
    • Flooring, Structures, Surfaces Plan
    • Detailed Budget Model
    • Implementation Project Plan including Site Prep, Staging, Installation Schedule, Startup and Commissioning, Site Documentation and User Orientation
    • Maintenance Optimization Plan and Budget
    • Fixed Price Proposal for Plan-check, Permits and Implementation

Implementation Phase

  • Tasks and Deliverables
    • Finalize Submittal Package (Engr. Stamped Plans)
    • Submit to City for Plan-check and Permits
    • Submit for Fire Permit (if required)
    • Incorporate required Inspections into Installation Plan / Schedule
    • Kick-off Meeting
    • Staging, Delivery of Products & Materials
    • Execution per Approved Construction / Installation Plan, per Design Documents and Project Plan
    • Manufacturer Startup and Testing (if applicable) and Commissioning
    • Final Permits
    • Organize Site Documentation and perform User Orientation Training