DESIGN PHASE REQUIREMENTS

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					                                DESIGN PHASE REQUIREMENTS


What follows is an outline of the documents needed, decisions required, and issues to be
considered at each of the three submittal stages of the Design Phase:


        Schematic Phase Submittal

        Preliminary Phase Submittal

        Construction Document Submittal



SCHEMATIC PHASE SUBMITTAL

The documentation prepared by the Professional at the completion of the schematic design phase will
usually consist of the following:

A.      Site Plan

        Showing the relationship between new and existing structures, traffic flow, existing and
        proposed topography, landscaping features, roads and walks and major utility connects,
        typically at 1-inch = 20-feet scale. Utilities requirements (type, estimated load, proposed
        routing and connection locations):

        Electric (Normal)                                              Gas
        Fire Protection Water                                          Storm Piping
        Electric (Standby)                                             Sanitary
        Telecommunications                                             Chilled Water
        Steam                                                          Condensate
        Storm Water Detention                                          Air
        Electric (Emergency)                                           Fuel Storage Tanks

B.      Typical Floor Plan(s)

        1/16-inch scale; may be single line in this phase

C.      Plans of Special Floors or Areas

        1/8-inch scale – to provided understanding of the design direction (example: classrooms)

D.      Roof Plan

        1/16-inch scale

E.      Elevations

        Not less than two (2) in schematic form at 1/16-inch or 1/8-inch scale as appropriate

F.      Diagrammatic Sections

        1/8-inch scale (example: classrooms)




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G.     Equipment and Furnishings

       Indicating any special equipment (example: classroom technology components) that
       influences design; show other equipment and furnishings as required for "proof-of-scheme."

H.     Preliminary Perspective(s)

       Optional

I.     Study Model(s)

       Optional

J.     Reports

       The following reports are normally prepared as a part of the schematic design phase
       documentation:

       1.        Material/Systems Outline:

                 a.        Structural Systems. Describing proposed materials, foundation types,
                           modules, design loads, and design criteria to be employed.
                 b.        Building Envelope. Describing wall systems, window types, glazing types,
                           provisions for cleaning and thermal characteristics and roof systems.
                           (Waterproofing/weatherproofing requirements.)
       c.        Principal Interior Finishes. Describing finishes for typical areas, areas subject to
                 heavy use or traffic, toilet areas, and food service areas, and any special finishes; for
                 example, entry lobby, etc.
       d.        Mechanical Systems. Outlining tentative selection of energy heating-cooling systems
                 and control methods, including relationship to existing systems, if appropriate.
                 Provide design data statement (temperature, humidity, etc.), block load data,
                 proposed location of outdoor components.
       e.        Electrical Systems. Outlining tentative voltages and distribution methods, typical
                 lighting types and levels, fire protection, emergency, standby and communication
                 systems.
       f.        Telecommunications. Description of systems and capabilities. Service line location.
       g.        Pollution Control. Outlining proposed methods of compliance and recommendations
                 for additional controls.
       h.        Physically Disabled Requirements. Stating where standards for handicapped have
                 not been complied with and giving reasons for noncompliance.

       2.        Interrelationship Review

                 Describing provisions for compatibility among structural, mechanical, and electrical
                 systems; size and location of mechanical-electrical equipment spaces.

       3.        Code Analysis

                 Providing written statement describing methods proposed to comply with governing
                 codes and regulations, including zoning, occupancy, life safety, fire resistance, fire
                 protection, and structural adequacy.

       4.        Program Conformance Analysis

                 Providing general statement describing how proposed design meets the functional
                 and statistical requirements of the program. Describing any departures from program
                 or any recommended changes and reasons thereof.




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       5.    Area Volume Statistics

             Comparison of schematic design proposed versus programmed, net and gross areas
             for each room and floor. Show areas on plans.

       6.    Room/Name/Number Systems

             Assign each room and space a room name, in general, designating the proposed
             use. It is intended that these designations will appear, thereafter, on all drawings and
             documents through completion of architect's work, construction, and occupancy.

       7.    Material and Finish Schedules

             Providing a schedule of materials (as example, door frame and door schedule and
             finish).

       8.    Project Cost Estimate

             Based on the documentation, an update of the project cost budget.

             a.      Construction Cost
             b.      Consultant's Costs
             c.      Owner Group II and III and/or FFE Cost
             d.      Owner's Other Direct/Indirect Cost

       9.    Schedule

             An update of the project schedule to reflect the completion of scheduled activities and
             refinement of the remaining design activities as well as construction phase milestone
             dates.

       10.   Board of Trustees Submittal

             Refer to "Guidelines For Board of Trustees Submittal."

       11.   Exceptions to Penn State Design and Construction Standards

             A separate statement outlining the exceptions to the Penn State Design Manual and
             justification for any and all deviations.

       12.   List of Required Permits and Approvals

             Include a planned schedule for submission of each.

K.     Classrooms

       Refer to CLASSROOM & TECHNOLOGY DESIGN & CONSTRUCTION MINIMUM
       REQUIREMENTS in the Penn State Design and Construction Standards Page and
       viewable at http://clc.its.psu.edu/Classrooms/Design/.

       1.    Include floor plans and interior elevations.
       2.    Include furniture and technology related components affecting sight lines and
             unobstructed viewing lines from critical student seat positions to screens and
             chalkboards.
       3.    Position doors and windows away from front of classrooms.
       4.    Consider technology and viewing clearances in laying out room shape and needed
             clear heights, as could be affected by design and interferences from building (beams,
             HVAC, piping, lights, noise, etc.) and technology infrastructure (tech conduits from
             point A to B to C, etc.)


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       5.      Early in drawing and documenting process, define lighting impact, light zoning, and
               switching.
       6.      Include classroom and classroom corridor security diagrammatic drawings defining
               termination points necessary in classrooms and corridors with routes to the
               telecommunications closet – do in close coordination with the ISG defined in the
               CLASSROOM & TECHNOLOGY DESIGN & CONSTRUCTION MINIMUM
               REQUIREMENTS.


PRELIMINARY PHASE SUBMITTAL

A.     Site Development

       1 inch = 20 feet, similar to schematic submittal, plus the following:

       1.      Entry and exit conditions, on-site roadway and final traffic flow with percent grades.
       2.      Parking layouts, if applicable.
       3.      All underground utilities and services.
       4.      Proposed planting plan showing materials and spacing. Indicate methods of planting
               protection and removal when required.
       5.      Established elevations.
       6.      Lighting layouts.
       7.      Completed sewer planning module and schedule.
       8.      Soil Erosion and Sedimentation Control Plan Draft and schedule.
       9.      Storm management plan and schedule.

B.     Floor Plans

       1/8-inch scale minimum, including designated room names and numbers, dimensions, door
       swings, instructional technology sight lines in classrooms, and typical material indications.
       Tabulate design loads on drawings.

C.     Plans of Special Floors or Areas

       Floor plans of special areas at 1/4-inch scale minimum.

D.     Reflected Ceiling Plans.

E.     Roof Plan

       1/8-inch scale, include penthouses, major mechanical equipment, expansion joints, and all
       projections visible from ground level.

F.     Elevations

       1/8-inch scale minimum for all exterior walls of building; include floor elevations and
       enlargement of special details or wall configurations.

G.     Sections

       1/8-inch scale minimum; number as required to reasonably illustrate floor relationships,
       construction thicknesses and profiles, vertical circulation, projection and instructional
       technology needs in classrooms and other special features.

H.     Typical Details

       Not smaller than 1/2-inch scale, including exterior wall sections.




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I.     Finish Schedules

       Format is intended for construction documents; schedules must show construction document
       room numbers and separate column for University-assigned room numbers.

J.     Equipment and Furnishings

       Expand schematic design requirements. Include a list on a room number basis, noting both
       new and existing equipment to be used. With existing equipment, note location and what, if
       any, modifications to the equipment will be necessary to adapt it to its new location.

K.     Mechanical/Electrical Provisions

       Single line drawing to illustrate duct work, principal piping, riser diagrams and single line
       diagrams, lighting layouts, and other typical systems; provide double line drawings in
       equipment rooms and classrooms, and restricted areas at scale as required to illustrate
       adequacy of area and clearances. Sequence of operations for all control systems.

L.     Schematics and Models

       Provide, if required, limited detail models and schematics to illustrate appearance and
       relationship to neighboring structures as required for approval.

M.     Classrooms

       Refer to CLASSROOM & TECHNOLOGY DESIGN & CONSTRUCTION MINIMUM
       REQUIREMENTS in the Penn State Design and Construction Standards Page and
       viewable at http://clc.its.psu.edu/Classrooms/Design/.

       1.      Include floor plans and interior elevations with updated information and more room
               and layout specifics.
       2.      Include furniture and technology related components affecting sight lines and
               unobstructed viewing lines from critical student seat positions to screens and
               chalkboards. Show all seating for students and instructors.
       3.      Verify positions of doors and windows away from front of classrooms.
       4.      Define more detail related to technology and viewing clearances in updated and
               better defined information of the classroom shapes and needed clear heights, as
               could be affected by more details and information from design and interferences of
               building components (beams, HVAC, piping, zoning, noises, etc.) and technology
               infrastructure (tech conduits from point A to B to C, etc.).
       5.      Continue defining specific and updated facts related to lighting, zoning, and switching
               in drawing and documenting process, with more detail.
       6.      Define specific locations of (1) changes in ceiling planes; (2) light fixtures and
               technology projector lighting paths; (3) HVAC diffusers with their air throw impact on
               projection screens, (4) air return locations and noise; and (5) room noises less than
               30 NC (library quiet.)
       7.      Include more detailed security information for classroom and classroom corridor
               security drawings defining termination points necessary in classrooms and corridors
               with routes to the telecommunications closet – do in close coordination with the ISG
               defined in the CLASSROOM & TECHNOLOGY DESIGN & CONSTRUCTION
               MINIMUM REQUIREMENTS.




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DESIGN PHASE

The following reports are normally a part of the design phase documentation:

A.      Structural Provisions

        1.      Design Data

                a.      Design criteria employed
                b.      Live, dead loads
                c.      Confirm system(s)
                d.      Wind load design
                e.      Compute tonnage/area efficiency
                f.      Confirm foundation type
                g.      Confirm special provisions for concentrated loads, openings, and equipment
                        loads
                h.      Provisions for deflection and vibration control
                i.      Provisions for thermal movement control
                j.      Subsurface waterproofing methods, if applicable

        2.      Outline provisions for effects of new structure on existing neighboring buildings and
                structures.

B.      Mechanical/Electrical Provisions

        1.      Confirm systems selections by analysis reflecting initial cost, useful life, rate of return,
                building construction and configuration, weather conditions, building occupancy, utility
                costs, and maintenance costs. Make analysis in accordance with the format shown in
                ASHRAE Guides, "Owning and Operating Cost Data and Summary."
        2.      Integrated Systems (when applicable). Describe interrelationships, efficiency of
                control, and operation restrictions including those related to classroom spaces.
        3.      Pollution control. Describe calculated problems and means and degree of control or
                abatement.
        4.      Energy and Utility Summary. Calculate estimated consumption of electricity, water,
                steam and gas, and flow capacities of drainage systems; provide breakdowns for
                major areas' subsystems or equipment loads.
        5.      Lighting Fixtures. Provide manufacturer's name, description, illustration, and
                characteristics for typical lighting fixtures, including exterior; designate areas where
                special fixtures or layouts are contemplated (such as classrooms.)

C.      Code Analysis Review

        Review analysis made during schematic design to confirm or supplement previous
               conclusions.

D.      Program Conformance Analysis

        Review analysis made during schematic design to confirm or supplement previous
        statements.

E.      Acoustical Report

        Outline provisions for sound control and attenuation in typical area; describe provision (or
        Consultant's report) for severe acoustic problems; describe provisions for isolation of sound
        due to motor-driven equipment, etc.; classroom needs for “library quiet” environment. Refer
        to CLASSROOM & TECHNOLOGY DESIGN & CONSTRUCTION MINIMUM
        REQUIREMENTS.




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F.     Area Volume Statistics

       Check calculations made during schematic design, and tabulate any significant changes.

G.     Outline Specifications and Related Documents

       Provide brief description of proposed conditions of the contract and technical specifications,
       following the 16 division format of the "Uniform System for Construction Specifications."

H.     Cost of Construction Estimate

       Provide a cost of construction estimate based on the documents described as design
       development documents. Report any significant changes since the schematic design
       construction estimate.

I.     Project Cost Estimate

       Provide an update of the project cost budget.

J.     Schedule

       Update the project schedule to reflect the completion of scheduled activities and refine the
       schedule of activities for the construction document phase, and finalize the project purchase
       and construction schedule.

K.     Value Engineering Record

       Provide a written record of the items of work assessed; cost/time impact studies and final
       direction given.

L.     Refer to CLASSROOM & TECHNOLOGY DESIGN & CONSTRUCTION MINIMUM
       REQUIREMENTS in the Penn State Design and Construction Standards Page and
       viewable at http://clc.its.psu.edu/Classrooms/Design/.


       1.      Include floor plans and interior elevations with updated information and more room
               and layout specifics.
       2.      Include furniture and technology related components affecting sight lines and
               unobstructed viewing lines from critical student seat positions to screens and
               chalkboards. Show all seating for students and instructors.
       3.      Verify positions of technology outlets as related to furnishings and room finish needs.
       4.      Define more detail related to technology and viewing clearances in updated and
               better defined information of the classroom shapes and needed clear heights, as
               could be affected by more details and information from design and interferences of
               building (changed ceiling heights, beams, HVAC, piping, zoning, noises, etc.) and
               technology infrastructure (tech conduits from point A to B to C, etc.).
       5.      Continue defining specific and updated facts related to lighting, zoning, and switching
               in drawing and documenting process, with more specific detail and information.
       6.      Define specific locations of (1) changes in ceiling planes; (2) light fixtures and
               technology projector lighting paths; (3) HVAC diffusers with their air throw impact on
               projection screens, (4) air return locations and noise; (5) room noises less than 30 NC
               (library quiet); (6) help phones; and (7) electric screen control switches.
       7.      Include more detailed security information for classroom and classroom corridor
               security drawings with all termination points now well defined for classrooms and
               corridors with routes to the telecommunications closet – coordinate details closely
               with the people of the ISG defined in the CLASSROOM & TECHNOLOGY DESIGN
               & CONSTRUCTION MINIMUM REQUIREMENTS.




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CONSTRUCTION DOCUMENT PHASE

The following are requirements in addition to the items outlined in the Schematic and Preliminary
Submittal phases:

A.      Civil and Site Work Drawings

        1.      Site Survey

                Incorporated, but qualify that its inclusion is for bidder's convenience only.

        2.      Landscaping

                Incorporate on the drawing as required schedule of planting materials.

        3.      Underground Drainage

                Include invert elevations; show foundations on drainage drawings. Include profiles.

B.      Structural Drawings

        1.      Design Loads

                Tabulate on drawings; identify design criteria; avoid duplication of any information or
                requirements stated on specifications.

        2.      Protection

                Show relationship to adjacent structures and methods of protection.

C.      Architectural Drawings

        1.      Fire Protection

                Identify location and extent of fire-resistive walls and partitions; identify rated door
                openings on schedules.

        2.      Elevators

                Note characteristics on drawings, including speed, capacity, and electric current
                requirements (establish capacity allowance as appropriate).

        3.      Equipment

                Show all equipment included in construction contract. Show equipment not on
                contract when anchorage is required or when advisable to facilitate delivery, location,
                or adjacent or related construction and the like.

D.      Food Service Equipment

        1.      Base Drawings

                Include for equipment other than free-standing with legs or manufactured bases.

        2.      Rough-in Drawings

                Include, showing sizes, characteristics, and locations of mechanical and electrical
                services.




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E.     Mechanical Drawings

       1.      Equipment Rooms

               Not less than 1/4-inch scale, showing multiple plan levels, when required, for clarity.

       2.      Sections

               Include for equipment, piping, and duct work in restricted areas.

       3.      Duct Work

               Show double line on plans, sections, and details. Provide one line riser diagrams.

       4.      Supports

               Coordinate hangers, bases, and supports with other drawings.

F.     Electrical Drawings

       1.      Panels Schedules

               Show all switchgear and subpanels.

       2.      Motor Control Schedules

               Include size and type starters, interlock devices, and disconnects.

G.     Laboratory Equipment

       1.      Elevations

               Include wall elevations for equipment in typical and special rooms. Include sections
               for special equipment.

H.     Signage

       Both interior and exterior.

       Refer to Penn State Signage Standards.

I.     Engineering Calculations

       HVAC, Structural, Electrical Coordination, Short Circuit Analysis, Plumbing, Fire Protection

J.     Classrooms

       Refer to CLASSROOM & TECHNOLOGY DESIGN & CONSTRUCTION MINIMUM
       REQUIREMENTS in the Penn State Design and Construction Standards Page and
       viewable at http://clc.its.psu.edu/Classrooms/Design/.

       1.      Include floor plans and interior elevations with updated information and details.
               Include more plan and section details:

               a.       For special tech equipment mounts (unistrut design included).
               b.       For isolation of building vibrations from tech projector mounting systems.
               c.       For speaker locations in ceilings and other locations.
               d.       For details showing fully recessed screen housings.
               e.       For clear pathways from projectors to screens.
               f.       For special ceiling, wall, and floor penetrations, etc.


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            g.      For security termination points and pathways related to the classroom and
                    classroom corridor technology, audio-visual and camera equipment and the
                    security conduits necessary for the pathways from the classrooms to the
                    telecommunications closets. Do so in close coordination with the ISG defined
                    in the CLASSROOM & TECHNOLOGY DESIGN & CONSTRUCTION
                    MINIMUM REQUIREMENTS.

       2.   Unobstructed viewing is critical from all student seats to screens and chalkboards.

            a.      Include in construction documents all furniture, chalkboards, tech projectors,
                    podiums, and any components affecting room use and sight lines.
            b.      Show all seating in room for instructors and students.
            c.      Include complete information and equipment pictures on screen controls.

       3.   Verify hardware functions for doors at classrooms are correct:

            a.      Classroom Lock Function (no dead bolts)
            b.      MTSS support spaces with the 5-button re-programmable combination lock
                    function (no powered combination locks)

       4.   Define more detail related to technology and viewing situation in updated and
            completed information of the classroom conditions. Such information can be severely
            affected by final design details and the layouts of the different building systems.
            Verify that building and system components will not interfere with the classroom,
            technology, and space needs:

            a.      Beams and columns
            b.      HVAC units and ducts
            c.      Ceiling and floor elevation changes
            d.      Piping including fire-sprinkler systems
            e.      Light types and placement
            f.      Building system noises
            g.      Building or system vibrations

       5.   Coordinate across all the construction disciplines represented in the construction
            documents to be sure that their components and systems will fully support the
            technology infrastructure:

            a.      Tech conduits from point A to B to C
            b.      Power, data, and security conduits, pathways and outlets with exact locations
                    noted for furniture, technology and sound equipment racks and instructional
                    technology components – and accessible routings (or conduit) from the
                    classrooms and classroom corridors to the telecommunication equipment
                    room
            c.      Fully recessed screens

       6.   Present final defined specifics and details in the drawing and documenting process
            and updated facts related to classroom lighting, zoning, sound/motion sensors and
            switching.

       7.   Define specific locations of light fixtures and relate to the technology projector light
            path to the screens. Indicate HVAC diffuser locations and throw, and the impact of
            the airflow on screen project surfaces – no screen movement is wanted from airflows.
            Show air returns. Include air pressure equalization methods for permanently installed
            screens to keep air pressure the same on both sides of the screens.

       8.   Be sure classroom noises are below 30 NC (library quiet).




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The following reports are normally required at the completion of the construction document phase:

A.      Confirmation of Reports

        Submitted during design development phase as follows:

        1.      Code analysis review
        2.      Program conformance analysis
        3.      Acoustical report
        4.      Area volume statistics

B.      Changes--Since Approval of Design Development

        Document any others not included here-in-above.

C.      Conformance

        Confirm conformance with requirements of Local Code Agencies and Public Utilities.


The following specifications and related documents are required:

A.      Cover, Title Page, and Table of Contents

        Include official project title, Owner and User credits, Professional's and consultant's credits,
        professional seal, location, date, and official project number(s).

B.      "Front End" Document

        An edited copy of Penn State's General Conditions, Form of Agreement, and Prevailing Wage
        information. (Refer to the Penn State Design and Construction Standards.)

C.      Technical Specifications

        The architect is responsible for the technical (Division 2, etc.) specifications.

D.      "Bidding" Documents

        Penn State's Form of Proposal, Basis of Bids, Instruction To Bidders, and prequalification
        information. (Refer to Penn State Design and Construction Standards.)

E.      Utility Demand and Consumption
        (Label-"Final")



POST CONSTRUCTION

A.      Provide written descriptions and sequence of operations for mechanical, electrical, and
        special systems, including codes for special instructional technology control systems.



TAH/ssi/5-25-93/i/c
Rev. mbl/4-19-94
CQI Classroom Team/s&s/8-06




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