Completed Project Evaluation Form - DOC by 0phkH4m

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									                                                          University of Iowa
                                        Facilities Management-Planning, Design & Construction
                                           Design Professional Scope of Services Checklist
Project:                                                                         Project #:                    Date:
Firm:                                                                            Principal In-Charge:
Address:                                                                         UI Project Manager:

          Basic services (blue)      ◊ Other basic services required by UI (green)        o       Additional Services (red)

                                              A / E / SS       INCLUDE           DO NOT        REMARKS
                                              Standard                          INCLUDE
  1        Project Administration &
           Management Services
          Project Administration
          Disciplines
           Coordination/Document
           Checking
          Research/Resolve Code              A / E / SS
           Interpretations
          Owner-Supplied Data
           Coordination
          Schedule                           A / E / SS
           Development/Monitoring of the
           Work
          Comply with Design Standards       A / E / SS
           & Procedures (03/31/09
           Edition)
          Make Presentations                 A / E / SS                                       #
     ◊     Monthly Written Reports                                                             #
 o         Sustainable Design (LEED             DS&P
           certified)



  2        Predesign Services
          Meeting(s) with Owner              A / E / SS                                       #
           (including consultants) with
           minutes
          Program Verification (Including       A/E
           Space Schematics/Flow
           Diagrams)
          Design Intent Report                 DS&P
          Verification of Existing           A / E / SS
           Conditions
 o         Programming (Program
           Development)
 o         Existing Facilities Physical
           Surveys
 o         Marketing Studies
 o         Economic Feasibility Studies
 o         Project Financing


  3        Site Development Services
          Meeting(s) with Owner                 A/E                                           #
           (including consultants) with
           minutes
          Development & Analysis of             A/E
           Selected Site
          Site Analysis and Selection           A/E
 o         Multi-Site Comparison
           Analysis and Selection
 o         Site Development Planning
 o         Detailed Site Utilization
           Studies
 o         On-Site Utility Studies
 o         Off-Site Utility Studies
 o         Environmental Studies and
           Reports
 o         Zoning Processing Assistance
1a03b931-8278-4172-a500-c2d0edddceff.doc                                                                                       1
Updated April 2009
                                                             University of Iowa
                                           Facilities Management-Planning, Design & Construction
                                              Design Professional Scope of Services Checklist
Project:                                                                         Project #:                    Date:
Firm:                                                                            Principal In-Charge:
Address:                                                                         UI Project Manager:

        Basic services (blue)        ◊ Other basic services required by UI (green)        o       Additional Services (red)

                                               A / E / SS      INCLUDE           DO NOT        REMARKS
                                               Standard                         INCLUDE
 o         Geotechnical Engineering
 o         Site Surveying
 o         Historical and Archaeological
           Site Assessment



  4        Design Services (Schematics
           thru Construction
           Documentation)
          Meeting(s) with Owner                 A/E                                           #
           (including consultants) with
           minutes
          Architectural                         A/E
           Design/Documentation
          Structural                            A/E
           Design/Documentation
          Mechanical                            A/E
           Design/Documentation
          Electrical                            A/E
           Design/Documentation
          Prepare Bid Documents                 A/E
          Materials
           Research/Specifications
          Life Cycle Cost Analysis              A/E
          Schematic Design Report or            A/E
           Engineering Study/Report
  ◊        Construction Cost Estimates at        A/E
           SD, DD and CD by outside
           consultant
  ◊        Documents for Review at SD,           A/E
           DD and CD
  ◊        Schematic Presentation,                 A
           Schematic Renderings,
           Schematic Models
           (virtual/study) and Schematic
           Booklet
  ◊        Tabulation of areas and               A/E
           Program Comparison (SD, DD,
           CD)
  ◊        Energy Report
  ◊        Access Control
           Design/Documentation
  ◊        Building Automation Controls
           Design Coordination
  ◊        Civil Design/Documentation
  ◊        Telecommunications Design
  ◊        Coordination of Owner
           Supplied Equipment
  ◊        Participation in Artwork              DRM
           Process
 o         Presentation Model
 o         Landscape
           Design/Documentation
 o         Interior (furniture)
           Design/Documentation
 o         Special Design/Documentation
 o         Acoustical
           Design/Documentation
1a03b931-8278-4172-a500-c2d0edddceff.doc                                                                                       2
Updated April 2009
                                                            University of Iowa
                                          Facilities Management-Planning, Design & Construction
                                             Design Professional Scope of Services Checklist
Project:                                                                         Project #:                    Date:
Firm:                                                                            Principal In-Charge:
Address:                                                                         UI Project Manager:

          Basic services (blue)      ◊ Other basic services required by UI (green)        o       Additional Services (red)

                                              A / E / SS       INCLUDE           DO NOT        REMARKS
                                              Standard                          INCLUDE
 o         Artwork Installation Design
 o         Graphics and Signage Design
 o         Industrial Engineering
 o         Sustainable Design


  5        Bidding or Negotiation
           Services
          Identify Bid Strategies               A/E
          Attend Pre-Bid Conference             A/E
          Prepare Addenda                       A/E
          Prepare Advertisement for             A/E
           Bids
          Attend Bid Opening                    A/E
          Bid Evaluation                        A/E
  ◊        Provide Construction Set              A/E
           Documents (CD)
 o         Special Bidding – Multiple Bid
           Packets
 o         Construction Management
           Coordination
 o         Construction Contract
           Agreements



     6     Contract Administration
           Services
          Meeting(s) with Owner                 A/E                                           #
           (including consultants) with
           minutes
          Submittal Services (Shop              A/E
           drawings, etc.)
          Site Observation                      A/E
          Pay Applications Review               A/E
          Testing & Inspection Review
          Supplemental Documentation
          CAR /Change Order Review              A/E
          Interpretations and Decisions         A/E
           of Contract Documents
          Project Closeout (O&M, punch          A/E
           list, etc.)
          Project Representation                A/E                                           #
           (Construction meetings with
           minutes)
 o         Furniture & Equipment
           Installation
 o         Construction Management
           Coordination


  7        Post Contract Services
          Record Documents                      A/E
          Record and Receipt of O&M
           Documents
          Warranty Review                       A/E
 o         Maintenance and Operational
           Programming

1a03b931-8278-4172-a500-c2d0edddceff.doc                                                                                       3
Updated April 2009
                                                        University of Iowa
                                      Facilities Management-Planning, Design & Construction
                                         Design Professional Scope of Services Checklist
Project:                                                                       Project #:                 Date:
Firm:                                                                          Principal In-Charge:
Address:                                                                       UI Project Manager:

          Basic services (blue)    ◊ Other basic services required by UI (green)        o    Additional Services (red)

                                            A / E / SS       INCLUDE           DO NOT        REMARKS
                                            Standard                          INCLUDE
 o         Start-Up Assistance
 o         Postconstruction Evaluation
 o         Expert Witness
     8     Supplemental Services
 o         Special Studies
 o         Renderings
 o         Value Analysis
 o         Environmental Monitoring
 o         Tenant-Related Services
 o         Special Furnishings Design
 o         Non-Building Equipment
           Selection
 o         Project Promotion Public
           Relations
 o         Leasing Brochures
 o         Materials and Systems Testing
 o         Demolition Services
 o         Mock-Up Services
 o         Still Photography
 o         Motion Pictures and Videotape
 o         Coordination with Non-Design
           Professionals
 o         Special Disciplines
           Consultation
 o         Special Building Type
           Consultation
 o         Construction Contract
           Documents
 o         As-Built Survey
 o         Soils, Water, Percolation
           Testing
 o         Conductivity Testing
 o         Fire Protection Design
 o         Commissioning
 o




1a03b931-8278-4172-a500-c2d0edddceff.doc                                                                                  4
Updated April 2009

								
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