UAP DOC Flashcards
UAP Doc. 200
CODE OF ETHICAL CONDUCT
UAP Doc. 201-202
STANDARDS OF PROFESSIONAL
PRACTICE
Services of the Architect
201- Pre-design Services
202- Regular Design Services
203- Specialized Architectural Services
204A- Full TIme Supervision Services
204B- Construction Management Services
205- Post-Construction Services
206- Comprehensive Architectural Services
207- Design-build Services
208- Architectural Design Competition
209- Professional Architectural Consulting Services
203
Specialized Architectural Services
202
Regular Design Services
201
Pre-design Services
204A & B
204A- Full TIme Supervision Services
204B- Construction Management Services
205
Post-Construction Services
UAP DOC 208
- Selection of the Architect &
methods of compensation
- Selection of the Architect
Direct Selection
Comparative Selection
Design Competitions
methods of compensation
Percentage of Construction Cost
Multiple of Direct Personnel Expense
Professional Fee plus Expenses
Lump Sum or Fixed Fee
Per diem plus Reimbursable Expenses
Mixed Methods
architectural programming
feasibility study
project financing
site selection and analysis
site utilization and land-use
studies
space management studies
promotional services
PRE-DESIGN SERVICES
Manner of Providing Services- Pre Design Services
architect’s own staff
by association or consultation
Method of Compensation - Pre Design Services
multiple of direct expense
(cost per technical hour
with a multiplier)
DESIGN SERVICES- Four Design Phases
schematic design phase
design development phase
contract documents phase
construction phase
ascertain project requirements
prepare schematic studies leading to a
recommended solution
submit probable construction cost
DESIGN SERVICES - Schematic Design Phase
prepares plans, elevations and other
drawings, outline specifications
illustrate the size and character of the project
submits a further statement of probable
construction cost
DESIGN SERVICES - Design Development
prepares complete construction drawings and specifications
prepares detailed architectural, structural, electrical,
plumbing/sanitary, mechanical and other service-connected
equipment
furnishes 5 complete sets of contract documents for bidding
informs owner of adjustments in costs
assists owner in securing government approvals
DESIGN SERVICES - Contract Documents Phase
prepares forms for contract letting, documents for
bidding and for construction
assists owner in obtaining proposals from contractors
decides on claims of owner and contractor
periodically visits the project site to monitor general
progress
issues Certificates of Payment
DESIGN SERVICES
Construction Phase
DESIGN SERVICES
Basic Fees based on Project Classification Group I:
armories
bakeries
farm structures
freight facilities
hangars
industrial buildings
manufacturing/industrial plants
packaging and processing plants
parking structures
printing plants
public markets
service garages
simple loft-type structures
warehouses
DESIGN SERVICES
Basic Fees based on Project Classification
Group II:
art galleries
banks, financial institutions
bowling alleys
churches, religious facilities
city halls
college buildings
convents, monasteries, seminaries
correctional, detention institutions
court houses
dormitories
exhibition halls, display structures
fire stations
laundries, cleaning facilities
libraries
motels and apartels
multi-storey apartments
nursing homes
office buildings
parks, playgrounds
open-air recreational facilities
police stations
post offices
private clubs
publishing plants
race tracks
restaurants
retail stores
schools
shopping centers
specialty shops
supermarkets
welfare buildings
DESIGN SERVICES
Basic Fees based on Project Classification
Group III:
aquaria
atomic facilities
auditoria
breweries
cold storage facilities
communication buildings
convention halls
gymnasium
hospitals, medical buildings
hotels
laboratories
marinas
medical office facilities, clinics
mental institutions
mortuaries
observatories
public health centers
research facilities
stadia
theaters and similar facilities
veterinary hospitals
DESIGN SERVICES
Basic Fees based on Project Classification
Group IV:
residences (single-detached or duplex), small apartment houses and townhouses
Group V:
exposition, fair buildings
mausoleums, memorials, monuments
museums
specialized decorative buildings
structures of similar nature or use
DESIGN SERVICES
Basic Fees based on Project Classification
Group VI :
repetitive construction of buildings
Group VII:
housing projects- several units on a single site
Group VIII :
projects involving extensive detail such as furniture design, built-in equipment, special
fittings, screens, counters, interiors and other detailed parts of appurtenances of
buildings or structures and landscaping designs
Group IX:
alterations and additions of existing structures
belonging to groups I to V
Group X:
opinions, advice, clarifications or explanation on
technical matters pertaining to the profession
Payment Schedule
upon signing of agreement - 5% 5%
upon completion of schematic design services - 15% 20%
upon completion of design development services - 15% 35%
upon completion of contract documents services - 50% 85%
w/in 15 days after awards of bids - x 85%
upon completion of the construction work - 15% 100%
SPECIALIZED ALLIED SERVICES
interior design services
acoustic, communication and electronic engineering
services
landscape design services
physical planning services
comprehensive planning services
scope of services
furniture and furnishing layout
furniture dimensions, specifications, locations
bids or negotiations with furniture fabricators and other suppliers
approve samples of materials, shop drawings
interior design services
interior design services payments
12-20% of cost
5% as coordinator with ID
preliminary 30%; final 50%; project completion 20%
scope of services
drawings and specifications for acoustic designs, acoustic treatment, sound control,
sound reinforcement, sound insulation and communication system
specifications of electronic equipment
bidding, samples, inspection, work valuation
acoustic, communication and electronic engineering services
acoustic, communication and electronic engineering services payments
10-15% of cost
5% as coordinator with consultant
preliminary 30%; final 50%; project completion 20%
general ground modeling plan and planting layout
drawings and specifications of utility lines
schedule of plants
bidding, samples, inspection, work valuation
landscape design services
landscape design services payments
10-15% of cost
5% as coordinator with consultant
preliminary 30%; final 50%; project completion 20%
project requirements
laws, rules, ordinances, regulations
physical allocation of areas
budgetary estimates
final plans, reports, specifications for government approvals
physical planning services
physical planning services payments
based on project type, area and location
scope of services
existing land use, resources, social behavior and interaction
environmental analysis, feasibility studies, demographic analysis
laws, ordinances, political/social constraints
concept development plans, policies, implementing strategies
comprehensive planning services
comprehensive planning services payments
professional fee plus expenses
multiple of direct personnel expense
interpretation of contract documents
getting information from the client
on-site observation
notify contractor of deviations
follow-up corrective works
storage, handling of materials
samplings, tests
CONSTRUCTION SERVICES
full-time supervision
Quality control
design modifications
review change orders
review payment requisitions
target project schedule vis actual schedule
CONSTRUCTION SERVICES
full-time supervision
Evaluation
agreements, permits, licenses
progress and accomplishment reports
change orders
payments processed
as-built drawings/information
samplings, tests
CONSTRUCTION SERVICES
full-time supervision
Rccords
Rccords
daily inspection reports that include:
weather conditions
manpower availability/distribution
construction activities
equipment utilization
correspondences
decisions made
official visitors
observations/ recommendations
CONSTRUCTION SERVICES
legal responsibility
construction supervision group has none under the civil code
CONSTRUCTION SERVICES
compensation
for a construction supervision group, salary or flat rate per month
for an architect/full-time supervisor
- percentage fee: 1-1.5% of project construction cost
- multiple of direct personnel expense
CONSTRUCTION SERVICES
construction management
Coordination and supervision
recommends general and specialty
contractors
coordinates and supervises all
construction groups
approves methods and systems of
construction
programming, planning, scheduling
on-site observation
pert cpm and cashflow
reviews change orders and payments
storage, handling of materials
samplings, tests
CONSTRUCTION SERVICES
construction management
Cost and time control
functions of construction supervision
group become functions of the
construction manager
CONSTRUCTION SERVICES
construction management
Quality control and keeping of records
CONSTRUCTION SERVICES
construction management
legal responsibility
construction management group has none under the civil code
CONSTRUCTION SERVICES
construction management
compensation
percentage fee: 1.5- 3% of project construction cost
incentive type contracts:
- award fee provisions
- cost plus incentive or cost plus adjusted fee
- price adjustment provisions
- cost plus fixed fee
- firm fixed price
- fixed price incentive
THE CONSTRUCTION TEAM
construction management
Owner
Architect
Engineer-consultants
Contractor
Construction Supervisor (Clerks-of-work, resident
inspector or works engineer)
Construction manager
POST-CONSTRUCTION SERVICES
construction management
building and equipment maintenance
scope of services
in-house architect to see that the building and all parts
thereat are in good working condition
POST-CONSTRUCTION SERVICES
construction management
building and grounds administration
scope of services
billing of tenants for rentals and utilities
monitoring of security and janitorial services
keeping up with local ordinances and building
regulations
POST-CONSTRUCTION SERVICES
post-construction evaluation
scope of services
evaluate actual use of facility
determine effectiveness of building and material systems
evaluate functional effectiveness of the plan
study application and effectiveness of construction
POST-CONSTRUCTION SERVICES
post-construction evaluation compensation
salary basis
management fee based on percentage: 4-6% of gross rentals
COMPREHENSIVE ARCHITECTURAL SERVICES
project management
pre-construction:
advice owner re design and cost implications
periodic cost estimates
early purchase of materials
bidding documents; check bid packages for overlapping
jurisdictions; pre-bid conference; review owner’s stipulations with
the bidders
sequencing and phasing of construction works
general requirements and temporary facilities
COMPREHENSIVE ARCHITECTURAL SERVICES
project management
construction
general coordination and scheduling of work
supervision and inspection
ensures compliance with drawings and specifications
confer with architect for interpretation of documents
conduct conferences among successful bidders and clarify matters
in dispute
set-up organizational charts, lines of authority and communication
COMPREHENSIVE ARCHITECTURAL SERVICES
construction
revise/refine estimates as construction proceeds
establish procedures for processing shop drawings, catalogs, samples
scheduling of material and cash requirements
check adequacy of contractor’s labor and equipment
be aware of contractor’s safety programs
develop with owner and contractor labor relations program
maintain records including cost accounting
progress reports, review applications for progress payments
review requests for changes
implement special client requirements regarding processing forms or job
conditions
supply documents for handling claims or disputes
advise owner to obtain site survey data
set up joint interval and final inspections
COMPREHENSIVE ARCHITECTURAL SERVICES
legal responsibility
project management group has none under the civil code
COMPREHENSIVE ARCHITECTURAL SERVICES
manner of providing services
architect may expand his staff by hiring experts needed or
form a professional team consisting of architects, engineers,
accountant, general contractor, real estate consultant,
sociologists, planners, bankers, lawyers
COMPREHENSIVE ARCHITECTURAL SERVICES
compensation
percentage fee: 2- 5% of project construction cost
design-build service by administration
scope of works
prepares schedule of work, construction program, cost estimate
hires construction personnel and designates duties
procures materials, plants, equipment, licenses and permits
authorizes payments of accounts
keeps records and books of accounts
negotiates with government agencies
manages all other businesses of the construction
design-build service by administration
conditions
cost of labor and materials paid directly by the client
architect’s estimate guaranteed on a range of 10% plus or minus
architect appoints with client’s approval a construction
superintendent, purchasing agent, timekeeper and property clerk;
salaries to be paid directly by the client
cost of permits and licenses incidental to work are paid by the client
design-build service by administration
compensation
percentage fee: 7% of project construction cost
design-build service on a guaranteed maximum cost
same services as that of design-build by administration
client given a guaranteed maximum cost
a revolving capital is given at start of construction; architect does not
advance any amount
net savings divided between client and architect
excess of less than 10%- divided between client and architect
excess of more than 10%- architect pays for all extra costs
architect’s fee either 10% of project construction cost or is built-in in the
guaranteed maximum cost
METHODS OF SELECTION
direct selection
comparative selection
design competitions (UAP 209-competition code)
MANNER OF PAYMENT
percentage of construction cost
multiple of direct personnel expenses
professional fee plus expenses
lump sum or fixed fee
per diem plus reimbursible expenses
mixed methods of compensation
Selection oF Architect
Direct Selection
Comparative Selection
Design Competitions
