evaluation of the Project based on estimates of: .01 Total Project cost estimates .02 Operating and owning cost estimates .03 Financing requirements .04 Cash flow for design, construction and operation .05 Return on investment studies .06 Equity requirements. 1.10 Project Financing services as required in connection with: .01 Assistance to Owner in preparing and submitting data, supplementary drawings and documentation .02 Research of financing availability .03 Direct solicitation of financing sources by the Architect. Project financing services are required for: .04 Development costs .05 Site control and/or acquisition .06 Predesign and site analysis services .07 Planning, design, documentation and bidding services .08 Interim or construction financing .09 Permanent or long-term financing. 1.29 Project Development Scheduling services during the Predesign Phase consisting of establishing a tentative schedule for predesign services, decision-making, design, documentation, contracting and construction, based on determination of the Architect's services, the Owner's responsibilities and proposed design and construction procedures. 1.31 Project Budgeting services relating to development of a Predesign Phase Statement of Probable Construction Cost based on programming and scheduling studies and consisting of: 1.33 .05 Estimates of related costs such as site development, landscaping, utilities, services, furniture, equipment and design services. Presentations services consisting of presentations of Predesign Phase analyses and recommendations by the Architect to the following client representatives: NOTE: Preparation of special presentation materials is a service to be identified, if relevant, under Agency Consulting/Review/Approval (1.03) or as a supplemental service identified in Phase 9 of the Schedule of Designated Services under Renderings (9.62) or in Phase 9 under Model Construction (9.63). AIA DOCUMENT 8162⚫ SCOPE OF DESIGNATED SERVICES NOVEMBER 1977 EDITION AIA ® © 1977 DESCRIPTION OF DESIGNATED SERVICES PHASE 2-SITE ANALYSIS SERVICES In the Site Analysis Phase the Owner and the Architect, respectively, shall provide those services designated in the Schedule of Designated Services, necessary to establish site-related limitations and requirements for the Project. Some of the described services will be provided during predesign activities and some during other Phases of Project design. Grouping herein is for convenience to identify the site analysis services required for the Project. The following descriptions shall apply to those services assigned in the Schedule of Designated Services as the responsibility of the party indicated therein. 2.01 Project Administration services consisting of site-related administrative functions including: 2.02 Disciplines Coordination/Document Checking services consisting of site analysis activities for: .01 Coordination between the architectural work and the work of engineering and other involved disciplines for the Project .02 Review and checking of documents prepared for the Project. 2.03 Agency Consulting/Review/Approval services consisting of site-related activities including: .04 Preparation of written and graphic explanatory materials .05 Appearances on Owner's behalf at agency and community meetings. The services apply to applicable laws, statutes, regulations and codes of regulating entities and to reviews required of user or community groups with limited or no statutory authority but significant influence on approving agencies and individuals, including: AIA DOCUMENT B162 SCOPE OF DESIGNATED SERVICES NOVEMBER 1977 EDITION AIA® © 1977 .01 Review and coordination of data furnished for the Project as a responsibility of the Owner .02 Site visits required to establish criteria .03 Assistance to the Owner in obtaining existing title information and contracting for surveys, surface site data and subsurface site data .04 Assistance to Owner in contracting for new boundary, surface and subsurface site data .05 Analysis of deed, zoning and other legal restrictions .06 Studies of availability of labor-force to staff Owner's facility .07 Studies of availability of construction materials, equipment and labor 2.14 Site Development Planning services consisting of preliminary site analysis, and preparation and comparative evaluation of conceptual site development designs, based on: .01 Land utilization .02 Structures placement .03 Facilities development .04 Development phasing .05 Movement systems, circulation and parking .06 Utilities systems .07 Surface and subsurface conditions .07 Ecological requirements .09 Deeds, zoning and other legal restrictions .10 Landscape concepts and forms. 2.15 Detailed Site Utilization Studies consisting of detailed site analysis, based on the approved conceptual site development design, including: AIA DOCUMENT B162 SCOPE OF DESIGNATED SERVICES NOVEMBER 1977 EDITION AIA® © 1977 2.16 On-site Utility Studies services consisting of establishing requirements and preparing initial designs for on-site: NOTE: Master planning of on-site utilities for future development is a service to be identified, if relevant, in Phase 9 of the Schedule of Designated Services under Special Studies (9.61). 2.17 Off-site Utility Studies services consisting of: .01 Confirmation of location, size and adequacy of utilities serving the site .02 Determination of requirements for connections to utilities .03 Planning for off-site utility extensions and facilities .04 Design of off-site utility extensions and facilities. 2.18 Environmental Studies and Reports services consisting of: .01 Determination of need or requirements for environmental monitoring, assessment and/or impact statements NOTE: Environmental Monitoring is a service to be identified, if relevant, in Phase 9 of the Schedule of Designated Services (9.69). 2.29 Project Development Scheduling services during the Site Analysis Phase consisting of establishing a tentative schedule for site analysis services, site-related decision-making, design, documentation, contracting and construction based on determination of the Architect's services, the Owner's responsibilities and proposed design and construction procedures. AIA DOCUMENT B162 SCOPE OF DESIGNATED SERVICES NOVEMBER 1977 EDITION AIA® © 1977 |