10 Essential Tips that make a Field Survey a success

Field surveys are incredibly important in the fast-paced world of construction, where even the tiniest details count. This blog takes a closer look at the key factors that truly make field surveys effective. Here, we present ten crucial insights shared by our experienced field surveyors. Think of these insights as your guiding principles, helping you enhance accuracy and effectiveness in your field coordination efforts. Whether you’re rooted in architecture or construction, these insights offer valuable knowledge. Let’s dive into this exploration together, deepening our grasp on the significance of impactful field surveys.

What is a Field Survey?

In the realm of mechanical, electrical, plumbing, and fire protection design, the field survey serves as a fundamental starting point for any construction project. It involves deploying a team of experienced engineers and technicians to the physical project site, where a meticulous assessment of existing conditions takes place. This assessment covers various aspects, from the building’s layout and structural components to its mechanical and electrical systems, plumbing connections, and fire protection features. By gathering precise data during this on-site inspection, design plans can be crafted with pinpoint accuracy, perfectly tailored to the specific demands and limitations of the site. The field survey, in essence, lays the groundwork for the development of efficient and cost-effective MEP and fire protection design solutions. For those embarking on construction projects, commencing with a comprehensive field survey is the first step toward ensuring a well-informed and successful design process.

What is a Field Coordinator?

A Field Coordinator is responsible for carrying out the initial site assessments during pre-design and the observation visits during the construction phase.  The quality of their work impacts the entire design and construction process, as well as the final product delivered to the client.  It is critical that they have a good working knowledge of architectural engineering technology, mechanical, electrical and plumbing construction techniques and be able to identify all key components of MEP/FP/IT building systems.

However, before conducting a field survey or site visit, there are several essential tips that a Field Coordinator should consider:

1. Early Start Time

An early start time, in most cases ensures, there will be enough observation time on site to complete the required observations, investigations and documentation of all areas. This has proven especially important if the proposed space is occupied by a tenant who requires an earlier closing time.

2. Existing As-built drawings

Copies of any existing drawings or at a minimum an LOD, are always helpful for a site visit in setting the parameters and boundaries of the space being surveyed.  Drawing up the proposed space from scratch consumes valuable time before the MEP observations can begin.  Having any existing MEP drawings saves valuable time in the field, and improves the accuracy of the data gathered.

3. Access to the Building

Full access, such as knowing where lock boxes are and the associated codes, lets the field coordinator move around the building to gather information in the order desired, instead of only having access to a room or space for a limited amount of time or out of sequence. Limited access can make things challenging in the field since the area to be documented must fit into the overall picture of the space.

4. Bringing the tools you need

The minimum tools a field surveyor should have on hand: area disto-meter, measuring tape, camera and a flashlight.  For a truly accurate and maximally useful survey, a 3-dimensional digitally scanned survey should be completed. 

5. Ladder on site

It is extremely helpful if the on-site contact can provide access to the roof, as well as a ladder to use within the space. Otherwise, the field coordinator has to carve more time out to rent or purchase one for the day and then return it when the survey is complete.  If a ladder cannot be provided, the travel coordinator needs to know in advance, so they can reserve the appropriate type of vehicle for the field coordinator to transport one. 

6. Site Contact / Building Engineer

A good site contact will know the location of the gas meter, water meter, source electrical equipment and meter, etc.  He or she will make certain that the meters and shut-offs are labeled with an appropriate suite or proposed space number as well as the locations and zoning of the HVAC equipment serving the spaces.

7. Following a checklist

Following a standardized checklist helps to ensure nothing is missed in the limited time available on site.   The standardized checklist also aids in the preparation of the field survey report, after the data gathering is complete.

8. Create separate drawings for each system

It is easier to draw, read and markup the survey documentation when every system is on separate drawings rather than putting everything on one file.  It also reduces confusion during design that may result in a need for a return visit to the site for verification.

9. Be prepared to stay longer than expected

Sometimes surveys can take longer than expected. To best prepare for this, it’s important to get a good breakfast and make sure to stay hydrated throughout the day.  Importantly, bring more chargers and extra batteries even if you don’t anticipate that you’ll use all of it.  And be prepared to spend the night if you are unable to complete the survey on the first day.  An overnight stay is much more efficient than a return trip later to gather missing information.

10.  On time flights and good weather

Rain, snow, flight delays and cancellations can really effect the time spent on site. Sometimes leaving minimal time for MEP observations. A smooth and generous travel itinerary is essential. Wind, cold, and extreme heat, all effect the amount of time spent on the roof. Always check the forecast to coordinate the best time to complete all of the work.

Conclusion

Field surveys are the backbone of successful construction projects, ensuring no detail is overlooked. With these ten essential insights, you’re equipped to navigate the intricacies of field coordination. Whether you’re an architect or part of the construction team, these insights are your allies.

Ready to put these insights into action? Our team of experienced field surveyors is here to support you. Reach out to us today and discover how our services can elevate your projects.

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