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) / oAdditional Services (red)
A / E / SS
Standard / INCLUDE / DO NOT
INCLUDE / REMARKS
1 / Project Administration & Management Services
 / Project Administration
 / Disciplines Coordination/Document Checking
 / Research/Resolve Code Interpretations / A / E / SS
 / Owner-Supplied Data Coordination
 / Schedule Development/Monitoring of the Work / A / E / SS
 / Comply with Design Standards & Procedures (03/31/09 Edition) / A / E / SS
 / Make Presentations / A / E / SS / #
◊ / Monthly Written Reports / #
o / Sustainable Design (LEED certified) / DS&P
2 / Predesign Services
 / Meeting(s) with Owner (including consultants) with minutes / A / E / SS / #
 / Program Verification (Including Space Schematics/Flow Diagrams) / A / E
 / Design Intent Report / DS&P
 / Verification of Existing Conditions / A / E / SS
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 (including consultants) with minutes / A / E / #
 / Development & Analysis of Selected Site / A / E
 / 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
o / Geotechnical Engineering
o / Site Surveying
o / Historical and Archaeological Site Assessment
4 / Design Services (Schematics thru Construction Documentation)
 / Meeting(s) with Owner (including consultants) with minutes / A / E / #
 / Architectural Design/Documentation / A / E
 / Structural Design/Documentation / A / E
 / Mechanical Design/Documentation / A / E
 / Electrical Design/Documentation / A / E
 / Prepare Bid Documents / A / E
 / Materials Research/Specifications
 / Life Cycle Cost Analysis / A / E
 / Schematic Design Report or Engineering Study/Report / A / E
◊ / Construction Cost Estimates at SD, DD and CD by outside consultant / A / E
◊ / Documents for Review at SD, DD and CD / A / E
◊ / Schematic Presentation, Schematic Renderings, Schematic Models (virtual/study) and Schematic Booklet / A
◊ / Tabulation of areas and Program Comparison (SD, DD, CD) / A / E
◊ / Energy Report
◊ / Access Control Design/Documentation
◊ / Building Automation Controls Design Coordination
◊ / Civil Design/Documentation
◊ / Telecommunications Design
◊ / Coordination of Owner Supplied Equipment
◊ / Participation in Artwork Process / DS&P
◊ / BIM Modeling (Revit)
o / Presentation Model
o / Landscape Design/Documentation
o / Interior (furniture) Design/Documentation
o / Special Design/Documentation
o / Acoustical Design/Documentation
o / Artwork Installation Design
o / Graphics and Signage Design
o / Industrial Engineering
o / Sustainable Design (identify LEED level)
5 / Bidding or Negotiation Services
 / Identify Bid Strategies / A / E
 / Attend Pre-Bid Conference / A / E
 / Prepare Addenda / A / E
 / Prepare Advertisement for Bids / A / E
 / Attend Bid Opening / A / E
 / Bid Evaluation / A / E
◊ / Provide Construction Set Documents (CD) / A / E
o / Special Bidding – Multiple Bid Packets
o / Construction Management Coordination
o / Construction Contract Agreements
6 / Contract Administration Services
 / Meeting(s) with Owner (including consultants) with minutes / A / E / #
 / Submittal Services (Submittal Exchange) / A / E
 / Site Observation / A / E
 / Pay Applications Review / A / E
 / Testing & Inspection Review
 / Supplemental Documentation
 / CAR/Change Order Review / A / E
 / Interpretations and Decisions of Contract Documents / A / E
 / Project Closeout (O&M, punch list, etc.) / A / E
 / Project Representation (Construction meetings with minutes) / A / E / #
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
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 / SpecialBuilding 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

UI Design Professional Scope of Services Checklist.doc1

Updated January 2011