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C1-KS08 Flashcards

Ability to organize and evaluate relevant program information to prepare a final program document.

1
Q

Programming — components of a program

A
  • Discuss with Owner the objectives for the project
  • An executive summary
  • Value and goal statements
  • Relevant facts upon which the program is based
  • Study existing facilities, field measurements
  • Comparative studies
  • Data documentation/photos of the site
  • Analyze existing drawings
  • Bubble diagrams, space relations
  • Direct observation
  • Identify special equipment and systems
  • Site requirements
  • Typical costs per square foot
  • Typical costs per net to gross ratios
  • Conclusions derived from data analysis
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2
Q

IMPORTANT: Understanding the roles and responsibilities of the Owner, Architect, and Contractor is EXTREMELY IMPORTANT for the Exam.

A

Know the Contracts discussed in the Study Guide. I mean REALLY know them cold. You are going to need that knowledge on Exam day.

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3
Q

True or False

Programming services are not part of Scope of Architect’s Basic Services.

A

True

It is important to understand the programming phase for the Exam so you do not confuse programming duties with those performed in Schematic Design.

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4
Q

True or False

For projects that begin with the Schematic Design Phase, the Owner will typically give the Architect a program prepared by someone else (or hire the Architect to perform the programming service).

A

True

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5
Q

Administration of Programming Services

A

2.1

-The Architect shall consult with the Owner, research applicable program criteria, attend project meetings, communicate with members of the project team and
issue progress reports and a final program document.

  • The Architect shall confirm the scope and intent of the proposed project with the Owner.
  • The Architect shall prepare a schedule for Programming Services that identifies milestones dates for decisions required by the Owner, Programming Services furnished by the Architect, and completion of documentation to be provided by the Architect.
  • The Architect shall submit programming documents to the Owner for evaluation and approval at intervals appropriate to the process.
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6
Q

Identification of Programming Participants

A

2.2

-The Architect and Owner shall identify persons to participate in the programming process including the Architect, Architect’s consultants, the Owner, the Owner’s
consultants, users of the project, and stakeholders.

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7
Q

Identification and Prioritization of Owner and user Values, Goals, and Objectives

A

2.3

-The Architect shall conduct a visioning session with programming participants to identify, discuss, and prioritize values and goals that will impact the project,
including institutional purposes, growth objectives, and cultural, technological, temporal, aesthetic, symbolic, economic, environmental, safety, sustainability, and
other relevant criteria.

-The Architect shall prepare and provide to the Owner a written evaluation of the identified project values and goals, addressing functional efficiency, user comfort,
building economics, safety, environmental sustainability, and visual quality.

-The Architect shall meet with the Owner to confirm and finalize the Owner’s and
users’ priorities, values, and goals that will impact the project.

  • The Architect shall confirm the intended use of the program documents and services with the Owner and intended results of information gathering.
  • The Architect shall identify and evaluate the constraints and opportunities that will have an impact on the existing or proposed facility, such as governmental requirements, financial resources, locations, access, visibility, and building services.
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8
Q

Information Gathering

A
  1. 4
  2. The Architect shall compile and review existing project-related documentation, including the following:
    - available reports on existing facilities, site surveys, construction documents, and other Owner documents, including existing programming material
  • relevant government documents such as applicable codes and ordinances
  • applicable non-governmental building and planning standards
  • relevant historical documents and archival materials
    2. The Architect shall prepare for and conduct interviews of Owner-designated individuals by :
  • identifying key individuals to be interviewed
  • establishing a work plan and schedule for interviews
  • determining the types of data that could impact the design of the facility
    3. The Architect shall conduct a walkthrough of the Owner’s existing facilities with the appropriate personnel, such as Owner, property manager, or facility manager
  • prepare a space inventory of existing spaces, equipment and furnishings

-identify traffic and circulation patterns, use levels and general adequacy of
spaces to accommodate the users

-prepare a written description or graphic illustration of the existing space utilization, identifying space requirements and relationships for furniture, equipment, operating procedures, security requirements, and communications

  1. The Architect shall identify the individuals to be surveyed, prepare a work plan and
    schedule for questionnaires and surveys, and shall develop, prepare and distribute
    questionnaires and surveys and collate the results.
  2. The Architect shall conduct group sessions with the Owner’s project team for the purpose of reviewing information obtained from literature reviews, interviews,
    observations, and surveys.
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9
Q

Data Analysis

A
  1. 5
    - Based on the information gathered, the Architect shall develop performance and design criteria for the proposed facility.

-The Architect shall make a preliminary determination of space requirements, space relationships and circulation, including consideration of special requirements, such
as ambient, environment, safety and security, furnishings, flexibility and site information.

  • The Architect shall identify anv maior unresolved programming issues.
  • The Architect shall make recommendations for solutions to the unresolved programming Issues.
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10
Q

Presentation and Initial Report

A
  1. 6
    - The Architect shall prepare an initial report of its findings and analysis for the Owner and meet with the Owner.
    - The Architect shall present its initial report to the programming participants.
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11
Q

Development of Final Program of Project Requirements

A

2.7

  1. The Architect shall recommend project standards or incorporate Owner standards such as area allowances, space allocation, travel distances, and furniture and
    equipment requirements.
  2. The Architect shall establish general space quality standards for the project such as lighting, equipment performance, acoustical requirements, security, and aesthetics.
  3. The Architect shall determine specific space requirements for the project by:
    - identifying required spaces
    - establishing sizes and relationships
    - establishing space efficiency factors (ratio of net square footage to gross square footage)
    - documenting particular space requirements such as special HVAC, plumbing, power, lighting, acoustical, furnishings, equipment, or security needs
  4. The Architect shall prepare a final program document incorporating written and graphic materials that may include:
    - an executive summary
    - documentation of the methodology
    - value and goal statements
    - relevant facts upon which the program is based
    - conclusion derived from data analysis
    - relationship diagrams
    - flow diagrams
    - matrices identifying space allocations and relationships
    - space listings by function and size
    - space program sheets including standard requirements and special HVAC, plumbing, power, lighting, acoustical, furnishings, equipment, or security needs
  5. The Architect shall provide a preliminary opinion of the program with respect to the
    Owner’s stated budget objectives.
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12
Q

Be very clear in your mind on what Programming entails

A

Be very clear in your mind on what Programming entails

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13
Q

Article 3 — Additional Services

In addition to the Programming Services described above, the Architect shall provide the following Additional Services if specifically designated:

A
  1. 1
    - Multiple Site Evaluation
    - Site Suitability
    - Site Planning
    - Master Planning
    - Preliminary Design
    - Preliminary Cost Estimating
    - Scheduling
    - Market Analysis
    - Detailed Existing Facility Evaluation
    - Environmental Suitability
    - Services in support of Owner’s other consultants
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14
Q

Part of knowing the Contracts is being VERY clear on what is considered part of Basic Services and Additional Services. Programming is not considered
part of Basic Services according to AA-B201

A

Part of knowing the Contracts is being VERY clear on what is considered part of Basic Services and Additional Services. Programming is not considered
part of Basic Services according to AA-B201

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15
Q

Article 4 — Owner’s Responsibilities

A

Article 4 describes the usual responsibilities of the Owner to provide data, documents, access to property, etc.

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16
Q

Article 5 - Compensation

A

Article 5 describes the usual compensation means and methods typically found in the AIA documents.

17
Q

Article 6 — Special Terms and Conditions

A

Article 6 is the place to include any terms and conditions that modify the Standard Form of Architect’s Services: Programming

18
Q

Let’s take a look at Site Evaluation and Planning which is considered an Additional Sewice under the Programming Services document we just reviewed.
AIA Document B203 - 2009
Standard Form of Architect’s Services: Site Evaluation and Planning
Article 1 — Initial Information

A

Information describing the Architect’s performance related to the specific project

19
Q

Be very clear in your mind on what is considered Site Planning and Evaluation. It is not part of Basic
Services according to AlA-B201

A

Be very clear in your mind on what is considered Site Planning and Evaluation. It is not part of Basic
Services according to AlA-B201

20
Q

AIA B203

Article 2 — Site Evaluation and Planning Services

A

-The Architect shall consult with the Owner, research applicable program criteria, attend project meetings, communicate with members of the project team and
issue progress reports.

  • The Architect shall prepare a schedule for Site Evaluation and Planning Services that identifies milestones dates for decisions required by the Owner, services furnished by the Architect, and completion of documentation to be provided by the Architect.
  • The Architect shall submit documents to the Owner for evaluation and approval at intervals appropriate to the process.

-The Architect shall assist the Owner in filing documents required for the approval of governing and reviewing authorities having jurisdiction over the project. These
documents may include plats, replats, property subdivisions, waivers and variances, for zoning and other development guidelines.

-The Architect shall provide only those services specifically designated below as the Architect’s responsibility.

21
Q

Program Analysis

A

— Analyze the Owner’s building program with respect for the area required for building: area required for parking, circulation, open space, and other program elements; and any special constraints or requirements such as security, easements, and preserving habitat and wetlands.

22
Q

Site Analysis and Selection

A

— Analyze a site or sites designated by the Owner.
Analysis may consist of ownership, on-site observations, circulation systems, topography analysis, and analysis of deed, zoning and other legal restrictions, studies of availability of construction materials, equipment, and
labor and construction markets. Evaluate the site studies to assist the Owner in selecting site for the Owner’s project.

23
Q

Site Context

A

— Describe physical characteristics and context of immediately surrounding area and a general land use pattern such as use of surrounding buildings and proximity to open space.

24
Q

Cultural Factor Analysis

A

— Research the history of the site (historic land uses, existing structures on the site, archeological significance, other cultural factors) and analyze the impact of the proposed use on the community.

25
Q

Historic Resource Inventory

A

— Prepare an inventory of historic structures or historic features on the site.

26
Q

Site Development Planning

A

— Prepare conceptual site development drawings

land use, structure placement, access and circulation of vehicles and pedestrians, parking facilities

27
Q

Detailed Site Utilization Studies

A
  • Prepare a detailed site analysis.
28
Q

Utility Studies

A

— electrical service and distribution, gas service and
distribution, water supply, site drainage, sanitary sewer collection and disposal, storm water treatment and collection, central plant mechanical systems, fire systems, emergency systems, security, pollution control, site lighting, and communication systems.

29
Q

Environmental Studies

A

— Determine the need for environmental monitoring,

assessments and impact statements and prepare reports as required.

30
Q

Design Guidelines

A

— Develop a set of standards for site improvements, including signage, lighting, landscaping, pedestrian amenities, banners.

31
Q

Parking and Circulation Guidelines

A

— Determine parking requirements including the number of parking spaces required by governing agencies and the Owner.

32
Q

Economic Analysis

A

— Assess the extent of buildable area and the potential

impact on development cost.

33
Q

Estimate of the Cost of the Work

A

— Prepare a preliminary estimate of the Cost of the Work

34
Q

Planning and Zoning Analysis

A

— Identify and research applicable planning and

zoning ordinances.

35
Q

Meetings and Presentations

A

— Attend meetings and public hearings as required.

36
Q

AIA B203

Article 3 — Additional Services

A

This article describes the limits set forth in the contract for site visits, presentations, and meetings.

37
Q

AIA B203

Article 4 — Owner’s Responsibilities

A

Article 4 describes the usual responsibilities of the Owner to provide data, documents, access to property, etc.

38
Q

AIA B203

Article 5 - Compensation

A

Article 5 describes the usual compensation means and methods typically found in the AIA documents.

39
Q

AIA B203

Article 6 — Special Terms and Conditions

A

Article 6 is the place to include any terms and conditions that modify the Standard Form of Architect’s Services: Site Evaluation and Planning

CSE (55 decks)

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