Design Phases Flashcards
Organize programming effort
Programming and Pre-Design
Prepare staff task assignments for programming work
Programming and Pre-Design
Refine clients project budget
Programming and Pre-Design
Complete code search and zoning study
Programming and Pre-Design
Contact and coordinate with utilities, governmental agencies, and other regulatory bodies as required
Programming and Pre-Design
Schedule and coordinate programming interviews and meetings with client
Programming and Pre-Design
Assist in or supervise the completion of programming
Programming and Pre-Design
Coordinate consultant involvement
Programming and Pre-Design
Present final program and obtain client’s written approval
Programming and Pre-Design
Monitor fees expended and conformance of work to schedule
Programming and Pre-Design
Meet with project team to discuss program, clients goals and direction of schematic design work
Schematic Design
Monitor work by the project team for conformance to contract requirements, program statements, and other client need
Schematic Design
Coordinate consultant work
Schematic Design
Prepare probable project budget
Schematic Design
Record and maintain all documentation of this phase: client decisions, changes in scope of project, minutes of design meetings and so on
Schematic Design
Write work authorizations if client changes scope of work
Schematic Design
Hold in house design reviews as concept alternatives are developed
Schematic Design
Hold schematic design presentation and obtain clients written approval
Schematic Design
Monitor fees expended and conformance to schedule
Schematic Design
Review invoices sent to client
all phases
Review and approve consultant’s billings
all phases
Meet with project team to discuss direction of design development work
Design Development
Monitor work by team for conformance to contract requirements and project goals
Design Development
Coordinate work by consultants
Design Development
Revise project budget as required; notify client of any changes
Design Development
Initiative work on outline specification
Design Development
Hold progress meetings with client as required
Design Development
Hold in house design reviews
Design Development
Maintain all documentation of this phase
Design Development
Write work authorizations if client changes scope of work
Design Development
Hold final design development presentation and obtain written approval of client
Design Development
Monitor fees expended and conformance to schedule
Design Development
Organize drawing mockups and document production methods with project architect, production team, or others responsible for this phase
Construction Documentation
Organize task assignments and monitor progress work
Design Development
Submit base sheets to consultants - coordinate their work as documents are produced
Design Development
Review drawings with client at intermediate completion points
Design Development
Obtain owner’s requirements on bonds, insurance, allowances, alternates, and so on for inclusion in a project manual
Design Development
Review documents with building department and other regulatory agencies as required
Design Development
Schedule a check of working drawings and specifications by an experienced person in the office who has not worked on the project. The project team may be too close to the project to catch some types of mistakes; the expertise of a coworker outside the team will help to eliminate these errors
Design Development
Recheck the drawings against. building code search developed in the programming phase
Design Development
Have documents plotted or printed
Design Development
Monitor fees expended and conformance to schedule
Design Development
Review invoices sent to client
Design Development
Review and approve consultants billings
Design Development
Prepare bid documents with client
Bidding or Negotiation
Prep list of contractors if bid is by invitation
Bidding or Negotiation
Advertise for bids, if required, in local newspapers and trade publications
Bidding or Negotiation
Submit documents to local plan room
Bidding or Negotiation
Distribute bid packages to contractors - maintain distribution log and bid deposits
Bidding or Negotiation
Hold pre-bid conference
Bidding or Negotiation
Issue addenda
Bidding or Negotiation
Receive and tabulate bids
Bidding or Negotiation
Assist client in review of bids
Bidding or Negotiation
Write letter of thanks to unsuccessful bidders
Bidding or Negotiation
Assist in contract negotiation if not a bid job
Bidding or Negotiation
Monitor fees expended and conformance to schedule
Bidding or Negotiation
review invoices sent to client
Bidding or Negotiation
Verify that owner has received required performance bonds and labor and material payment bonds
Construction Administration
Verify that contractor issue certificates of insurance to client
Construction Administration
Hold pre-construction conference
Construction Administration
Set up schedule of weekly construction meetings with contractor, consultants, subcontractors and client
Construction Administration
Establish site visit schedule based on contract requirements
Construction Administration
Review work tasks with construction administration coordinator if this job is not done by the project manager
Construction Administration
Review shop drawings and samples, keep shop drawing log; maintain reasonable turnaround time through consultant offices
Construction Administration
Receive construction schedule from contractor
Construction Administration
Review delivery schedules of furniture and accessories
Construction Administration
Review furniture and accessory purchase orders, if applicable
Construction Administration
Conduct regular site visits and make comprehensive field reports on each visit
Construction Administration
Issue change orders as required
Construction Administration
Issue field orders as required
Construction Administration
Receive field reports from consultants and forward copy to client
Construction Administration
Attend weekly job meetings
Construction Administration
Review test reports and forward to client
Construction Administration
Verify correction of punch list items
Construction Administration
Issue certificate of substantial completion
Construction Administration
Verify issuance of certificate of occupancy
Construction Administration
Monitor fees expended and conformance to schedule
Construction Administration
Maintain all documentation of this phase
Construction Administration
Verify that all operating instructions, guarantees, maintenance procedures, and so on are forwarded to client
Project Close-out and Follow-up
Verify owner has received all lien waivers
Project Close-out and Follow-up
Process final application and certificate for payment
Project Close-out and Follow-up
Assist with move in as outlined in agreement
Project Close-out and Follow-up
Prepare maintenance manual for client if applicable
Project Close-out and Follow-up
Respond to owners questions and problems during “shakedown” period immediately after move in
Project Close-out and Follow-up
Send a gift to client for open house
Project Close-out and Follow-up
Compile information on fees, construction costs, and FF&E costs for in house records
Project Close-out and Follow-up
Have project photographed
Project Close-out and Follow-up
Hold in house review of project
Project Close-out and Follow-up
Evaluate consultant performance for future work
Project Close-out and Follow-up
Complete job history for office records and marketing staff
Project Close-out and Follow-up
Maintain contact with client for at least one year after move-in to review problems, maintenance, expansion ideas, and other potential work
Project Close-out and Follow-up