Services
Urban Planning, Architecture and Interior Design

1. SCHEMATIC DESIGN PHASE: SERVICE SCOPE

    • 1.1 Obtaining the client’s project brief and program of requirements.
    • 1.2 Assembling and reviewing applicable requirements of Authorities Having Jurisdiction (e.g., site plan control, applicable zoning or land use, and code requirements) and assisting the client to obtain approvals where applicable.
    • 1.3 Developing, with the client and consultants, a broad, probable project schedule, including completion dates for each phase of the project for which the architect is engaged.
    • 1.4 Discussing with the client the requirements for, and request as needed, such site information as:
    • • Legal survey; • Topographic survey; and Geotechnical investigation and report.
    • 1.5 Advising the client to assess and report on environmental issues applicable to the site.
    • 1.6 Assisting the client in obtaining proposals for investigation and testing of the site, if needed for proper execution of the work.
    • 1.7 Confirming understanding of preliminary space requirements and data using the client’s program of requirements.
    • 1.8 Reviewing program of requirements and characteristics of the site with client to determine if construction budget and program are compatible.
    • 1.9 Considering structural and building services systems to be used in the project; coordinate with consultants as required.
    • 1.10 Reviewing alternate schematic design approaches in reference to the construction budget and project schedule with client
    • 1.11 Based upon the mutually agreed program of requirements, schematic design approach, schedule and construction budget, prepare for the client’s review and approval schematic design documents in general compliance with applicable codes and Regulations to illustrate the scale and character of the project and how the parts of the project functionally relate to each other, including, as appropriate to the project:
    • • Site plan;
      • Spatial relationship diagrams;
      • Principal floor plans;
      • Building sections;
      • Elevations;
      • Project data (zoning and code considerations);
      • Outline specifications.
    • 1.12 Reviewing alternate project delivery and construction contract options.
    • 1.13 Providing a statement of probable construction cost based on current area and/or volume unit prices;
    • 1.14 Submit schematic design documents to the client.
    • 1.15 Assisting client with submissions (if and as applicable) and process for approval by authorities having jurisdiction
     
    2. DESIGN DEVELOPMENT PHASE: SERVICE SCOPE

    • 2.1 Upon client approval of the schematic design documents and statement of probable construction cost, review any additional client requirements to be addressed during the design development phase.
    • 2.2 Reviewing program of requirements and monitor compliance of design.
    • 2.3 Reviewing schematic design documents for compliance with applicable codes and regulations.
    • 2.4 Reviewing with client need for additional consultants, and assist client to establish contractual relationships as appropriate.
    • 2.5 Developing and forwarding to consultants, or alternatively obtain from consultants, a list of specialized building systems required or recommended.
    • 2.6 Reviewing site-servicing requirements with consultants and authorities having jurisdiction.
    • 2.7 Preparing design development documents in general compliance with applicable codes and regulations including, as appropriate:
      • Site plan;
      • Plans;
      • Elevations;
      • Sections;
      • Description of building systems;
      • Outline specifications; and
      • Project data (zoning-related statistics; occupancy class; code characteristics).
    • 2.8 As required for permit applications preparing area calculations (net and gross), including site coverage, density, floor space ratio, height and setback requirements.
    • 2.9 Coordinating with consultants as required, to illustrate and describe their portions of the project.
    • 2.10 Reviewing design in reference to the construction budget and schedule with client.
    • 2.11 Providing a revised statement of probable construction cost.
    • 2.12 Submitting design development documents to the client.
    • 2.13 Assisting the client to obtain authority approvals; sign and seal development permit drawings, if those are applicable.

    3. CONSTRUCTION DOCUMENTS PHASE: SERVICE SCOPE

    • 3.1 Upon client approval of the design development documents and statement of probable construction cost, reviewing any additional client requirements (e.g. equipment) to be addressed during the construction documents phase.
    • 3.2 Reviewing with client need for additional consultants. Assist client to establish contractual relationships as appropriate.
    • 3.3 Preparing construction documents in compliance with applicable codes and regulations including, as appropriate: • Site Plan; • Plans; • Elevations; • Sections; • Details; • Notes/dimensions; • Specifications and • Schedules.
    • 3.4 Obtaining the client’s instructions regarding construction insurance and surety bonds.
    • 3.5 Obtaining the client’s instructions and advise client regarding project delivery method, construction contracts, and bidding and contract award procedures. *
    • 3.6 Obtaining the client’s instructions for phased occupancy or other special requirements.
    • 3.7 Determining items of work to be furnished by the client, or not to be included in the construction contract(s) documents.
    • 3.8 Reviewing project bidding schedule.
    • 3.9 Assisting client with review of:
      • General conditions;*
      • Supplementary conditions;*
      • Form of construction contract;*
      • Insurance/bonding;*
      • Utility hook-ups;
      • Permit requirements;
      • Cash allowances; and
      • Coordination of work by others.
    • 3.10 Checking completed documents for coordination, compliance with client’s program, accuracy and cross-coordination with consultants’ work. Revise own documents as required and direct consultants to do the same for their aspects of the project.
    • 3.11 Reviewing construction documents in reference to construction budget with client.
    • 3.12 Advising the client of any adjustments to the statement of probable construction cost
    • 3.13 Submitting drawings and specifications to client for review and approval; assist client to confirm its understanding.
    • 3.14 Signing and sealing drawings, specifications, and other documents (e.g., letters of assurance)required by legislation/regulations for development/building permits, and (as the coordinating registered professional), ensure consultants do likewise.
    • 3.15 Assisting client in their application for a building permit.