DESCRIPTION OF DESIGNATED SERVICES PHASE 1-PREDESIGN SERVICES In the Predesign Phase the Owner and Architect, respectively, shall provide those services designated in the Schedule of Designated Services necessary for the Architect to assist the Owner in establishing the Owner's program and the financial and time requirements and limitations for the Project prior to beginning design. The following descriptions shall apply to those services assigned in the Schedule of Designated Services as the responsibility of the party indicated therein. 1.01 Project Administration services consisting of predesign administrative functions including: .01 Initial consultation in development of the Project .02 Preparation of compensation estimates and professional services agreement(s) 1.02 Disciplines Coordination/Document Checking services consisting of predesign activities for: .01 .02 Coordination between the architectural work and the work of engineering and other involved displines for the Project. Review and checking of documents prepared for the Project. 1.03 Agency Consulting/Review/Approval services consisting of predesign 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: 1-2 B162-1977 AIA 1977 AIA DOCUMENT B162 SCOPE OF DESIGNATED SERVICES NOVEMBER 1977 EDITION 1.04 Owner-supplied Data Coordination services consisting of predesign activities including: 1.05 Programming services required to establish the following detailed requirements for the Project: .01 Design objectives, limitations and criteria .02 Space requirements .03 Space relations .04 Number and functional responsibilities of personnel .05 Flexibility and expansibility .06 Special equipment and systems .07 Site requirements. 1.06 Space Schematics/Flow Diagrams services consisting of diagrammatic studies and pertinent descriptive text for: 1.07 Existing Facilities Surveys services consisting of researching, assembling, reviewing and supplementing information for Projects involving alterations and additions to existing facilities or determining new space usage in conjunction with a new building program and including: .01 Photography .02 Field measurements .03 Review of existing design data .04 Analysis of existing structural capabilities .05 Analysis of existing mechanical capabilities .06 Analysis of existing electrical capabilities .07 Review of existing drawings for critical inaccuracies, and the development of required measured drawings. 1.08 Marketing Studies services relating to determining the social, economic and political need and acceptability of the Project and consisting of: .01 Determination with Owner of the scope, parameters, schedule and budget for marketing studies .02 Identification, assembly, review and organization of existing pertinent data .03 Arrangement of clearances for use of existing data AIA DOCUMENT B162 SCOPE OF DESIGNATED SERVICES NOVEMBER 1977 EDITION AIA 1977 B162-1977 1-3 1.09 Economic Feasibility Studies services consisting of the preparation of economic analysis and feasibility evaluation of the Project based on estimates of: 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 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). 1-4 B162-1977 AIA DOCUMENT 8162 SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION AIA ® • © 1977 AIA DOCUMENT B162 • SCOPE OF DESIGNATED SERVICES NOVEMBER 1977 EDITION AIA®⚫ 1977 B162-1977 2-1 PHASE 2: SITE ANALYSIS SERVICES Compensation 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. .06 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: Local political subdivisions .07 Planning boards .08 County agencies .09 Regional agencies .10 Federal agencies 2-2 B162-1977 AIA DOCUMENT B162 SCOPE OF DESIGNATED SERVICES NOVEMBER 1977 EDITION AIA 1977 |