James D. McClure, P.E. Estes, McClure & Associates, Inc. Engineering and Consulting 3608 West Way St. Tyler, Texas 7

1. ROLE OF ENGINEER IN SCHOOL DESIGN & CONSTRUCTION James D. McClure, P.E. Estes, McClure & Associates, Inc. Engineering and Consulting 3608 West Way St. Tyler, Texas 75703

2. SUCCESSFUL SCHOOL DESIGN & CONSTRUCTION: “IT’S A TEAM PROCESS” “NO TEAM MEMBER SHOULD STAND ALONE OR BE ISOLATED” “INTEGRATED DESIGN APPROACH” “INTEGRATED CONSTRUCTION APPROACH” Estes, McClure & Associates, Inc. Engineering and Consulting

3. “THE TEAM”  COMMUNITY  OWNER/USER  ARCHITECT  ENGINEER  CONTRACTOR  SUB CONTRACTOR  TESTING Estes, McClure & Associates, Inc. Engineering and Consulting

4. SCHOOL DISTRICT INCLUDE: • SCHOOL BOARD • ADMINISTRATION • EDUCATORS • FACILITIES • MAINTENANCE • INTEGRATED PEST MGT. • ENGERGY MANAGER • PURHCASING • ENVIRONMENTAL • SECURITY • TECHNOLOGY • KITCHEN • ATHLETICS • HEALTH Estes, McClure & Associates, Inc. Engineering and Consulting

5. ENGINEERS IN SCHOOL DESIGN & CONSTRUCTION • MECHANICAL, ELECTRICAL, PLUMBING, ENERGY - HVAC - OPTIONS & OPPORTUNTIES - CONTROLS - MASTER PLANING - PLUMBING - ENERGY - ELECTRICAL POWER - SUSTAINABILITY - LIGHTING - ENERGY PROCUREMENT - TECHNOLOGY - STANDARDIZATION - COMMUNICATION PLANNING/PURCHASING - FIRE ALARM - TRAINING - SECURITY - DEVELOP GUIDELINES - DEVELOP OWNER REQUIREMENTS  CIVIL, STRUCTURAL Estes, McClure & Associates, Inc. Engineering and Consulting

6. TEAM APPROACH INTEGRATED SCHOOL DESIGN & CONSTRUCTION ARICHITECT ENGINEER OWNER USER CONTRACTOR TESTING SUBCONTRACTORS • KITCHEN • LANDSCAPE • ACOUSTICS • ETC OTHER CONSULTANTS & SPECIALISTS “Continuous Communication Process” Estes, McClure & Associates, Inc. Engineering and Consulting

7. SCHOOL DESIGN CONSTRUCTION PROCESS • PROFESSIONAL TEAM SELECTION • SELECTION CONSTRUCTION MANAGER • MASTER PLANNING/NEEDS ASSESSMENT • BOND ELECTION OR FUNDING METHOD • EDUCATIONAL PROGRAMMING • SCHEMATIC DESIGN • DESIGN DEVELOPMENT • CONSTRUCTION DOCUMENTS & ADDENDUMS • PRE-BID CONFERENCE • BIDDING & NEGOTATING • CONSTRUCTION CONTRACT AWARD • PRE-CONSTRUCTION MEETINGS Estes, McClure & Associates, Inc. Engineering and Consulting

8. SCHOOL DESIGN CONSTRUCTION PROCESS • SUBMITTALS/SHOP DRAWINGS • CONSTRUCTION • REQUESTS FOR INFORMATION • SUBUSTITUTIONS • CHANGE ORDERS • ON-SITE OBSERVATIONS • TESTING, COMMISSIONING • SUBSTANTIAL COMPLETION • FINAL COMPLETION • CLOSE OUT DOCUMENTATION • O&M MANUALS Estes, McClure & Associates, Inc. Engineering and Consulting

9. HELPFUL HINTS & EXAMPLES“TIMING OF INFORMATION & WORK EXCHANGE” • OWNER REQUIREMENTS • OPTIONS & OPPORTUNITIES • ENERGY EVALUATIONS ANALYSIS • SELECT TYPE HVAC SYSTEM • REFRIGERANT TYPE • LOCATION & SIZE OF MAJOR EQUIPMENT • LOCATION & SIZE OF MECHANICAL ROOMS • ELECTRICAL ROOM LOCATIONS & SIZE • MECHANCIAL CHASES • PLUMBING CHASES & WALL THICKNESS • WEIGHTS OF MEP EQUIPMENT • ACCESS REQUIREMENTS OF MEPT EQUIPMENT Estes, McClure & Associates, Inc. Engineering and Consulting

10. HELPFUL HINTS & EXAMPLES“TIMING OF INFORMATION & WORK EXCHANGE” • CLEARANCE REQUIREMENTS - Electrical Equipment - Duct Work - Mechanical Equipment - Water Heater, Boilers • IPM - Sealing Penetrations - Water Leaks (Cooling Towers, Etc.) - Seal Holes for Computer/Technology Wiring - Light Sources & Types - Cover Fan & Vent Openings (Wire Mesh) • LOCATING EXISTING UTILITIES (Gas, Water, Sewer, Electricity, Others) Estes, McClure & Associates, Inc. Engineering and Consulting

11. HELPFUL HINTS & EXAMPLES“TIMING OF INFORMATION & WORK EXCHANGE” • CEILING GRID LAYOUT (A/C Diffusers, Light Fixtures, etc.) • ROOF DRAIN LOCATIONS • CONTACT & COORDINATE UTILITY COMPANIES (Loads, Desired Service Entrances, etc.) • OWNER STANDARDIZATION REQUIREMENTS (HVAC, Switchgear, Fire Alarm Panels, Controls, etc.) • ELECTRICAL PROCUREMENT & COORDINATION • LOCATE HOODS, SINKS, COPIERS, COMPUTERS, PLUMBING FIXTURES, KILNS, SHOP EQUIPMENTS, SPRINKLER RISERS, SOUND EQUIPMENT, FIRE ALARM PANELS, MDF, IDF, TELEPHONE EQUIPMENT, ETC. • STRUCTURAL CLEARANCE COORDINATION • DOOR SWINGS & CABINETRY (Impacts Light Switches, etc.) Estes, McClure & Associates, Inc. Engineering and Consulting

12. HELPFUL HINTS & EXAMPLES“TIMING OF INFORMATION & WORK EXCHANGE” • TECHNOLOGY & COMMUNICATIONS • LIGHTING SYSTEMS & CONTROLS • GAS LINES UP EXTERIOR WALLS • SIZE OF EQUIPMENT IN RELATION TO DOOR SIZES • CHASES FOR ROOF DRAIN DOWNSPOUTS • ADEQUATE SLOPE AVAILABLE FOR SEWER & STORM DRAIN • PIPING GRADE BEAM & PIERS LOCATION • ENERGY/SUSTAINABLE ITEMS Estes, McClure & Associates, Inc. Engineering and Consulting

13. HELPFUL HINTS & EXAMPLESPREVENTION OF PROBLEMS & MAINTAINING ENERGY EFFICIENCY • SUBMITTALS (Check Closely) • SUBSTITUTIONS – VERIFY • Energy Efficiency • Performance • Size • Access • Voltage, Power • Noise/Sound Levels • Service Life • Materials Selection • Maintainability • ARCHITECT - If change door swings, tell MEPT Engineer - If relocate ceiling grid, or light fixture, tell MEP Engineer - Provide adequate wall thickness for plumbing chases & plumbing equipment support - Keep water & drainage away from building Estes, McClure & Associates, Inc. Engineering and Consulting

14. HELPFUL HINTS & EXAMPLESPREVENTION OF PROBLEMS & MAINTAINING ENERGY EFFICIENCY • CLEARANCES COORDINATED If change building height tell MEP engineer. If change ceiling heights or type tell MEP engineer. • SLOPE OF SITE: WATER AWAY FROM BUILDING • CRAWL SPACE – DRAIN, VENTILATE • SEQUENCING OF WORK & BUILDING NOT CLOSED UP • CAP PIPES DURING CONSTRUCTION (PREVENTS F.O.D.) • DEVELOP HVAC & ENERGY CONTROL SEQUENCE, EARLY IN DESIGN • DO A SMOKE TEST OF PLUMBING Estes, McClure & Associates, Inc. Engineering and Consulting

15. THE ROLE FOR MEPT ENGINEER • GETTING THE WORK • GENERAL PROJECT SCOPE, BUDGET, SCHEDULE • CONTRACT (ARCHITECT/OWNER) • MEET WITH ARCHITECT/OWNER • ATTEND EDUCATIONAL/SCHEMATIC PROGRAMMING ENERGY EVALUATIONS, OPTIONS • DESIGN DEVELOPMENT • CONSTRUCTION DOUCMENTS (Plans, Specifications) • BIDDING/PROPOSAL PHASE Estes, McClure & Associates, Inc. Engineering and Consulting

16. THE ROLE FOR MEPT ENGINEER • CONSTRUCTION Pre Construction Conference Submittal Review RFI’s On Site Observations Coordination/Review T&B Substantial Completion Completion Close Out Documentation O&M Documents/Coordination • OCCUPANCY PERIOD - Energy Usage • Q&A • Electricity Procurement • Energy Management Assistance • TRAINING Estes, McClure & Associates, Inc. Engineering and Consulting

17. CHARACTERISTICS OF ENERGY EFFICIENT SCHOOLS • Energy Efficiency Must Become One of the Primary Design Considerations • (Function, Form, Economy, Time, Energy, Sustainability) • Site and Orientation • Shapes and Sizes • Loads (Internal, Climate, Solar, Gain) • Color Selections • Daylighting • Building Envelope • Fuels & Energy Sources • Building Use Schedule • Housekeeping • HVAC Systems (Zoned, Right Sized, System Efficient, Flexible) • Energy Management Controls • Lighting (Flexible, Efficient, Controlled) • Kitchen Hoods (Short Circuit Type) • Testing and Balancing, Commissioning • Maintenance Capability and Budget • Owner Training • Monitoring & Tracking of Utility Usage & Cost Estes, McClure & Associates, Inc. Engineering and Consulting

18. HOW SCHOOLS USE ENERGY Where Does All the Energy Go? Estes, McClure & Associates, Inc. Engineering and Consulting

19. THE ROLE OF ENGINEER: AFTER CONSTRUCTION Energy Usage & Performance COST PERFORMANCE Elect $ + Natural Gas $ = $ Area of School ft²-yr ENERGY PERFORMANCE BTU ELECT + BTU NAT. GAS = BTU Area of School ft²-yr 1KWHR = 3413 BTU 1MCF = 1,030,000 BTU Estes, McClure & Associates, Inc. Engineering and Consulting

20. THE ROLE OF ENGINEER: AFTER CONSTRUCTION • TRAINING • ENERGY MONITORING • ENERGY PROCUREMENT • ENERGY AUDITS • Q&A • UPDATING OF NEW TECHNOLOGY & OPPORTUNITIES • M&O ASSISTANCE • TROUBLESHOOTING • ENERGY AWARENESS & SUPPORT Estes, McClure & Associates, Inc. Engineering and Consulting

21. IPM & MEP ENGINEER SECURE PANELS ACCESS Estes, McClure & Associates, Inc. Engineering and Consulting

22. IPM & MEP ENGINEER REPAIR WATER LEAKS Estes, McClure & Associates, Inc. Engineering and Consulting

23. IPM & MEP ENGINEER CONDUCT MASTER PLANNING SURVEYS ON-SITE Estes, McClure & Associates, Inc. Engineering and Consulting

24. IPM & MEP ENGINEER • REDUCE SOURCES OF WATER • REDUCE MEANS OF ACCESS & TRAVEL • SCREEN ALL AIR INTAKE & EXHAUST VENTS • SEAL ALL PIPE PENETRATIONS • SEAL ALL TECHNOLOGY WIRING PENETRATIONS • INSULATE TO PREVENT CONDENSATION • REPAIR PLUMBING LEAKS • LEVEL COOLING TOWERS • REPAIR LEAKS IN PIPES, VALVES, COOLING TOWERS • SECURE EQUIPMENT PENHOUSES Estes, McClure & Associates, Inc. Engineering and Consulting

25. IPM & MEP ENGINEER • LIGHTING - Selection (intensity, uv output, shield) - Location - Decoy strategy - Control during twilight periods • SECURE PANELS ON HVAC EQUIPMENT • KEEP ROOF DRAINS & DOWN SPOUTS OPEN • NO STANDING WATER (Gutters, outside, under buildings, etc.) • KEEP LANDSCAPE & GRASS AWAY FROM HVAC EQUIPMENT • KEEP INDOOR PLANTS AWAY FROM RETURN AIR GRILLS • OPERATE EXHAUST FANS IN SHOWER AREAS (Keep condensation off walls) • KEEP MECHANICAL ROOMS CLEAN • AIR CURTAINS Estes, McClure & Associates, Inc. Engineering and Consulting

26. THE ROLE OF ENGINEER IN SCHOOL CONSTRUCTION • BE INVOLVED EARLY • PROACTIVE TEAM MEMBER • LOOK OUT FOR OWNER/USER INTEREST • MAKE GOOD CHOICES • HONOR COMMITMENTS Thank You! Estes, McClure & Associates, Inc. Engineering and Consulting