The concept report shall document the preliminary details of the project, identify the parties involved in the project, and define the goals and objectives to be utilized in the performance-based design analysis. The concept report shall be submitted to the code official as a means of communicating the programming and early schematic phase of a proposed project and to obtain concurrence between the code official and the project design team on the goals and objectives to be utilized in the analysis. The concept report shall address but not be limited to the following:
- General project information, including schematic layout and site plan.
- Definition of project scope.
- Description of building and occupant characteristics.
- Project goals and objectives.
- Selected event scenarios.
- Methods of evaluation.
- Qualification statements for principal design professional, design professionals and special experts.
- Proposed performance and prescriptive code usage.
- Conceptual site and building plan.
The design report shall document the steps taken in the design analysis, clearly identifying the criteria, parameters, inputs, assumptions, sensitivities and limitations involved in the analysis. The design report shall clearly identify bounding conditions, assumptions and sensitivities that clarify the expected uses and limitations of the performance analysis. This report shall verify that the design approach is in compliance with the applicable codes and acceptable methods and shall be submitted for concurrence by the code official prior to the design documents being completed. The report shall also document the design features to be incorporated based upon the analysis. The design report shall address but not be limited to the following:
- Project scope.
- Goals and objectives.
- Performance criteria.
- Hazard scenarios.
- Design fire loads and hazards.
- Final design.
- Bounding conditions and critical design assumptions.
- Critical design features.
- System design and operational requirements.
- Operational and maintenance requirements.
- Commissioning testing requirements and acceptance criteria.
- Frequency of certificate renewal.
- Supporting documents and references.
- Preliminary site and floor plans.
The operations and maintenance manual shall identify system and component commissioning requirements and the required interactions between these systems. The manual shall identify for the facility owner and the facility operator those actions that need to be performed on a regular basis to ensure that the components of the performance-based design are in place and operating properly. Furthermore, the operations and maintenance manual shall identify the restrictions or limitations placed upon the use and operation of the facility in order to stay within the bounding conditions of the performance-based design. The operations and maintenance manual shall be submitted at the time of the design documents submittal, unless the code official approves another time based upon the type of project and data needed for a composite review. The operations and maintenance manual shall address but not be limited to the following:
- Description of critical systems.
- Description of required system interactions.
- Occupant responsibilities.
- Occupant and staff training requirements.
- Periodic operational requirements.
- Periodic maintenance requirements.
- Periodic testing requirements.
- Limitations on facility operations
(Due to bounding conditions).
- Report format for recording maintenance and operation data.
- System and component commissioning requirements.