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Professional Air Balance: HVAC performance based solutions and design

Policies & Procedures

Good people still need clear rules. Our customized policies and procedures (P&Ps) give staff direction for the work that matters most, aligned to your business and written to cover the large majority of situations.

When a process needs a P&P

Write it down where the stakes are highest.

Processes that typically call for a formal policy and procedure share one or more of these traits:

  • High-volume
  • High-risk
  • High-cost
  • Problem-prone
  • Regulatory-required
  • New

Each P&P is aligned to the business it serves and written to cover the large majority of situations. When something unusual happens that a procedure doesn't fit, staff notify their supervisor of the action taken and document the situation, so the library keeps improving.

The library

A sample of the policies and procedures we customize for clients. Select a section to expand it.

Mission critical

Work rules & change management 7
  • Data center work rules
  • Working on raised floor
  • Pre-work information
  • Turnkey data center
  • Radio & cellular use
  • Change management program, plan and work authorization
  • Move-in and installation checklists
Electrical 10
  • Methods of procedure (MOP) and MOP checklist
  • AC and DC circuit installation and removal
  • Abandoned cables
  • Critical power distribution
  • Circuit usage and monitoring
  • Energized electrical hot work and permit
  • Data center grounding
  • Emergency power off (EPO) guidelines and shunt-trip wiring
  • Switching procedure
  • Working clearances and National Electrical Code requirements
Cabling 4
  • Data center cabling standards
  • Telecom circuits
  • Conduit cable builds
  • Hot-aisle / cold-aisle cabling
Fire & hot work 5
  • Cutting, welding and heating
  • Hot work permits
  • Fire system impairment and permit
  • Fire watch
  • Fire protection equipment and extinguisher checklists
Rounds & logs 7
  • General building rounds and daily summary
  • Roof equipment
  • Electrical equipment rounds, UPS and switchboards
  • Meter readings and load monitoring
  • Generator daily and hourly logs
  • Mechanical rounds and chiller logs
  • Paint color code and piping identification
Equipment 6
  • Chilled and condenser water systems
  • Compressed air systems
  • Generator systems
  • CRAC, CRAH and chiller equipment
  • Raised-floor air conditioning
  • Centrifugal chiller logs
Escalation 1
  • Situation escalation procedures

Healthcare & schools

Administration 4
  • Department organization chart
  • Scope of operations
  • Annual policy and operational review
  • Monthly and annual department reports
Human resources 5
  • Job descriptions from engineering director to groundskeeper
  • Performance evaluations
  • Dress code and employee badges
  • Scheduling, time cards and daily work procedures
  • Sick time and unauthorized absences
Safety management 11
  • Facility safety management plan and general safety policy
  • Infection control and bloodborne pathogens
  • Ventilation testing
  • Electrical safety, lockout/tagout and equipment testing
  • Accident and incident reporting
  • Asbestos abatement and confined spaces
  • Right to know and hazard surveillance
  • Legionella control in hot water and cooling towers
  • Compressed gas, cutting and welding
  • Prevention of contaminated air and smoke intake
  • Helicopter landing procedures
Security management 9
  • Security management plan
  • Vendor notification and control of materials
  • Key and lock control
  • Tool loan and facility vehicles
  • Two-way radios
  • Sensitive areas
  • Infant abduction
  • Bomb threat search procedures and checklist
  • Hostage preparedness
Medical equipment 1
  • Facility medical equipment management plan
Buildings & grounds 5
  • Landscaping and grounds management
  • Ice and snow removal
  • Grounds egress and traffic control
  • Roof inspections and painting schedule
  • Rodent, pest and insect control
Operations & maintenance 10
  • Electrical distribution and emergency electrical
  • Elevators and shaft inspections
  • Fire alarm, pumps, valves and sprinklers
  • Fire and smoke barriers, penetrations and ceiling access
  • Preventive maintenance and refrigerants
  • Boiler plant operation and logs
  • Valve schedules and blueprint filing
  • Daily humidity readings and routine rounds
  • Contracted services and purchasing
  • Engineering log and emergency call list

Start a conversation

Talk to us about policies & procedures.

Describe the facility, the problem or the project. You'll hear back from the people who do the work, not a sales rep.

Sectors
Military & government, Data centers, Healthcare, Education, Industrial & utility, Hospitality

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