Implementation Phases

Once a determination has been made to proceed with a project and contracting formats have been selected and capital funding has been approved, the focus turns from development to implementation. Implementation begins with the engineering design phase and proceeds with construction. Once the project is commissioned and accepted by the host facility, it enters into the operations or service phase in which long-term OM&R activities and, in some cases, savings verification activities are carried out.

Figure 40-4 provides a representative timeline in the form of a Gantt chart showing critical path tasks of the implementation process. The tasks are organized under four major categories — Engineering Design (ID 32-45), Pre-Construction (ID 46-60), Installation (ID 61-68), and Post-Installation (ID 69-79). Facility review and contract negotiation and execution (shown as ID 29-31 in Figure 40-3) may be considered as either development or implementation tasks, or as individual tasks falling between the two processes. Ongoing savings verification (ID 80, shown in the project summary timeline in Figure 40-2) is an optional step that may be considered part of the on-going service phase activities. This sample implementation timeline shows about a year for the process. This would allow for the implementation of a sizable, multi-measure, integrated project of up to about $10 million. For considerably larger projects, a longer timeline of up to two years may be expected. For smaller projects, a condensed timeline of as few as six months may be practical.

Chapter 44 provides a description of the various implementation stages. It begins with a detailed description of the engineering design phase, including the preparation of design documents (drawings, specifications, and submittals) and development of an implementation plan for construction. It then proceeds with a discussion of the various construction phase elements. This includes detail on material procurement, the installation, startup, and commissioning components, and the site safety and quality assurance plans developed and implemented during the construction phase. This is followed by descriptions of the development and execution of training, long-term OM&R, and savings verification programs.

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