Sequence and Scope of Services Chart

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6.0 Construction Contract

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5.0 Bidding or

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4.0 Construction Documents Negotiation Administration

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1.0 Predesign 2.0 Schematic Design 3.0 Design Development 7.0 Post-Construction

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Architect’s Services Architect’s Services Architect’s Services Architect’s Services Architect’s Services Architect’s Services Architect’s Services
❍ Facility Programming ● Client-Supplied Data ● Client-Supplied Data ● Client-Supplied Data ● Client-Supplied Data ● Construction Inspection/Field Review ❍ Project Inspection/Field Review
❍ Space Relationships Coordination Coordination Coordination Coordination ● Progress Reports’ Evaluation ❍ Deficiency Assessment
❍ Flow Diagrams ● Program and Budget ● Design Coordination ● Project Coordination ● Coordinate Issue of Bid ● Certificates for Payment ❍ Instructions for Correction of
❍ Project Development/ Evaluation/Review ● Architectural Design ● Architectural Construction Documents ● Interpretation of Contract Documents Deficiencies
Scheduling ● Review Site Characteristics Development Documents (Working Drawings, ● Coordinate/Issue ● Shop Drawing/Product Data/ ❍ Start-up Assistance
❍ Project Budgeting ● Review Alternate Design ● Design Development Form of Contract and Addenda Sample Review ❍ Services Provided After
❍ Life Cycle Cost Studies Approaches Coordination Specifications) ● Bid Evaluation ● Change Orders & Change Directives Substantial Performance Date
❍ Economic Feasibility Studies ● Architectural Schematic ● Drawings & Documents ● Document Checking and ● Client Consultation ● Review of Warranties (1) ❍ Fine Arts/Crafts/Graphics/Non-
❍ Agency Consulting/Review/ Design ● Statement of Probable Coordination ● Prepare Contracts ● Client Consultation Building Equipment Selection
Approval ● Schematic Design Construction Costs ● Statement of Probable ❍ Separate Bids or ● Letters of Assurance ❍ Building Analysis and Reports
❍ Site Selection/Analysis/ Coordination ● Client Consultation Construction Costs Negotiated Bids ● Coordinating Registered Professional Role Services Related to Alterations and
Utilization ● Drawings & Documents ● Agency Consultation ● Client Consultation ❍ Services Related to ● Substantial Performance Report Demolition
❍ Environmental Studies ● Review Construction Contract ● Building Code Review ● Agency Consultation Bidders’ Proposals and Certification (1) ❍ Life Cycle Cost Monitoring
❍ Energy Studies Types ● Development Permit ● Building Code Review ❍ Project Management ● Deficiency Assessment (1) ❍ Environmental Monitoring
❍ Existing Facilities Surveys ● Statement of Probable Submission ● Letters of Assurance ❍ Prepare Prequalification ● Instructions for Correction ❍ Project Management
❍ Client-supplied Data Construction Costs ● Budget Review/Evaluation ● Budget Review/Evaluation Criteria of Deficiencies (1) ❍ Commissioning
Coordination ● Client Consultation ❍ Certified Professional Service ● Coordinating Registered ❍ Prequality Contractors ● Final Inspection and Certification ❍ Alternate Dispute Resolution
❍ Project Management ● Agency Consultation ❍ Interior Design Development Professional Role for Payment (1) Services
❍ Presentations ● Building Code Review ❍ Special Studies Reports; e.g. ● Building Permit Submission Coordination of Normal ● Agency Consultation ❍ Expert Witness Services
❍ Marketing Studies ❍ Interior Design Concepts Planning Tenant or Rental ❍ Certified Professional Service Engineering Services ❍ Interior Construction Inspection/ ❍ Post-Occupancy Evaluation
❍ Project Financing ❍ Special Studies; e.g. Future Spaces ❍ Interior Construction Documents ● Prepare Bid Documents Field Review
❍ Special Studies Facilities, Environmental ❍ Promotional Presentations ❍ Alternate Bid Details & Special ● Prepare Addenda ❍ Full-Time Project Rep Coordination of Engineering and
❍ Re-zoning Assistance Impact ❍ Models or Perspectives Bid Documents ● Bid Evaluation ❍ Admin. of Separate Contracts Special Consultants Services
❍ Project Promotion ❍ Special Submissions or ❍ Project Management ❍ Project Management ❍ Project Management ❍ Start-Up Assistance
❍ OCP/Zoning Review Promotional Presentations ❍ Rezoning Variance ❍ Area Analysis Special Consultants’ ❍ Promotional Material ❍ Services Provided After
❍ Obtain Consultants’ Proposals ❍ Special Models or Submission ❍ Project Lease Plans Services ❍ Record (As-Built) Drawings Substantial Performance Date
Perspectives ❍ Value Analysis ❍ Tenant Layout Drawings ❍ Prepare Bid Documents ❍ Certification re: Financing ❍ Non-Building Equipment Selection
Special Consultants’ Services ❍ Project Management ❍ Building Envelope ❍ Multiple Contracts Management ❍ Prepare Addenda ❍ Alternate Dispute Resolution Services ❍ Building Analysis and Reports
❍ Legal Survey ❍ Value Analysis Professional Services ❍ Phased Construction ❍ Bid Evaluation ❍ Certified Professional Service ❍ Services Related to Alterations
❍ Land Survey ❍ Building Envelope Management ❍ Prepare Prequalification ❍ Multiple Contracts Management and Demolition
❍ Geotechnical Analysis Professional Services Coordination of Normal ❍ Building Envelope Professional Criteria ❍ Phased Construction ❍ Life Cycle Cost Monitoring
❍ Environmental Engineering Services Services ❍ Prequality Contractors Management ❍ Systems Performance Review
❍ Urban Planning Coordination of Normal ● Structural Design Development ❍ Building Envelope ❍ Commissioning
❍ Collect Site Data Engineering Services ● Mechanical Design Coordination of Normal Professional Services
❍ Municipal Bylaw Review ● Structural Design Concepts Development Engineering Services ❍ Payment certifier role for
(Historic, Creeks, Hazardous ● Mechanical Design Concepts ● Electrical Design Development ● Structural Construction Documents subcontracts (Lien legislation)
Materials, etc.) ● Electrical Design Concepts ● Budget Review/Evaluation ● Mechanical Construction
❍ Foreign Practices Review ● Statements of Probable Costs ● Statements of Probable Costs Documents Coordination of Normal
❍ Project Scheduling ● Agency Consultation ●Agency Consultation ● Electrical Construction Documents Engineering Services
● Building Code Review ● Building Code Review ● Statements of Probable Costs ● Structural Inspection/
❍ Value Analysis ❍ Value Analysis ● Building Code Review Field Review Reports
● Letters of Assurance ● Mechanical Inspection/
Special Consultants’ Services Special Consultants’ Services ● Budget Review/Evaluation Field Review Reports
❍ Geotechnical Design ❍ Geotechnical Design ● Building Permit Submissions ● Electrical Inspection/
Concepts Development Field Review Reports
❍ Civil Design Concepts ❍ Civil Design Development Special Consultants’ Services ● Certification of Progress
❍ Landscape Concepts ❍ Landscape Design ❍ Geotechnical Documents ● Letters of Assurance
❍ Statements of Probable Costs Development ❍ Civil Construction Documents Record (As-Built) Drawings
❍ Building Code Review ❍ Detailed Construction Cost ❍ Detailed Construction Cost
❍ Zoning Amendments Estimates, Quantity Surveys Estimates, Quantity Surveys Special Consultants’ Services
❍ Zoning Variance ❍ Fire Protection ❍ Fire Protection ❍ Civil Construction Inspection/
❍ Municipal Bylaw Review ❍ Acoustics ❍ Acoustics Field Review
❍ Foreign Practices Review ❍ Building Code Equivalencies ❍ Building Code Equivalencies ❍ Landscape Inspection/Field Review
❍ OCP/ Zoning Analysis ❍ Certified Professional Service ❍ Certified Professional Service ❍ Detailed Cost Accounting
❍Traffic Studies ❍ Energy Utilization Studies ❍ Energy Utilization Analysis ❍ Fire Protection Inspection/Field Review
❍ Urban Design/Streetscape ❍ Building Envelope ❍ Security System Design ❍ Acoustical Inspection/Field Review
❍ View/Sun/Shadow Studies Professional Services ❍ Existing Condition Surveys ❍ Building Code Equivalencies
❍ Area Analysis ❍ Building Envelope Professional ❍ Certified Professional Service
Services ❍ Building Envelope Professional Services

● Basic Services: normally provided as integrated set by architect under Standard Forms Agreement; form basis of fees in section 3.5.3
❍ Additional Services: provided to meet specific project needs