Checklist: Scope of Services

This chart is a typical checklist of services offered by the architect and his or her sub-consultants. The nature of the individual project and the services customized to the clients needs will determine the scope of services required.
Project Inception Project Assessment Concept Approval Approvals from Authorities Awards of Construction Contract Substantial Performance of Construction/Occupancy Permit

1.0 Pre-design

2.0 Schematic Design

3.0 Design Development

4.0 Construction Documents

5.0 Bidding or Negotiation

6.0 Construction Contract Administration

7.0 Post-construction

Architects Services u Facility Programming u Space Relationships/ Flow Diagrams u Project Development Scheduling u Project Budgeting u Agency Consulting/ Review/Approval u Existing Facilities Surveys u Client-Supplied Data Coordination u Presentations u Re-Zoning Assistance u Project Promotion

Special Consultants Services u Legal Survey u Geotechnical Analysis u Life Cycle Cost Studies u Economic Feasibility Studies u Site Selection/ Analysis Utilization u Environmental Studies u Energy Studies u Services Related to Project Management u Marketing Studies u Project Financing u Special Studies

Architects Services u Client-supplied Data Coordination u Program and Budget Evaluation u Review of Alternative Design Approaches u Architectural Schematic Design u Schematic Design Drawings and Documents u Estimate of Probable Construction Costs u Client Consultation u Interior Design Concepts u Special Submissions or Promotional Presentations u Special Models, Perspectives or Computer Presentations u Project Management u Agency Consultation

Architects Services u Client-supplied Data Coordination u Design Coordination u Architectural Design Development u Design Development Drawings and Documents u Statement of Probable Construction Costs u Client Consultation u Interior Design Development u Special Studies/Reports (Planning Tenant or Rental Spaces, etc.) u Promotional Presentations u Models, Perspectives or Computer Presentations u Project Management u Agency Consultation

Architects Services u Client-supplied Data Coordination u Project Coordination u Architectural Construction Documents (Working Drawings, Form of Construction Contract and Specifications) u Document Checking and Coordination u Statement of Probable Construction Costs u Client Consultation u Interior Construction Documents u Alternative Bid Details and Special Bid Documents u Project Management u Agency Consultation

Architects Services u Client-supplied Data Coordination u Project Coordination u Issue Bidding Documents u Issue Addenda u Bid Evaluation u Construction Contract u Client Consultation u Separate Bids or Negotiated Bids u Services Related to Bidders Proposals u Project Management

Consultants Services u Issue Bidding Documents u Issue Addenda u Bid Evaluation

Consultants Services u Structural Design Concepts u Mechanical Design Concepts u Electrical Design Concepts u Estimate of Probable Costs

Consultants Services u Structural Design Development u Mechanical Design Development u Electrical Design Development u Estimate of Probable Costs

Consultants Services u Structural Construction Documents u Mechanical Construction Documents u Electrical Construction Documents u Estimate of Probable Costs

Special Consultants Services u Issue Bidding Documents u Issue Addenda u Bid Evaluation

Architects Services u Construction Review u Progress Reports/Evaluation u Process Certificates for Payment u Interpretation of Contract Documents u Review of Shop Drawing Product Data/Sample u Change Orders u Substantial Performance Report and Certification u Client Consultation u Interior Construction Inspection u Full-time Project Representation u Administration of Separate Contracts u Project Management u Promotional Material u Record Drawings u Agency Consultation

Architects Services u Field Review u Deficiency Assessment u Instructions for Correction of Deficiencies u Review of Warranties u Total Performance Inspection and Certification u Client Consultation u Start-up Assistance u One-year Warranty Inspections

Canadian Handbook of Practice for Architects December 2004 CH-28 1

Other Services u Fine Arts/Crafts/Graphics u Non-building Equipment Selection u Building Analysis and Reports u Services Related to Alterations and Demolition u One-year Warranty Inspections

Architectural Services and Fees

Special Consultants Services u Special Studies (Future Facilities, Environmental Impact, etc.) u Civil Design Concepts u Landscape Concepts u Estimate of Probable Costs

Consultants Services u Structural Inspection/Reports u Mechanical Inspection/Reports u Electrical Inspection/Reports u Record Drawings u Certification of Progress

Special Consultants Services u Civil Engineering Design Development u Landscape Development u Detailed Construction Cost Estimates or Quantity Surveys u Acoustics/Illumination

Special Consultants Services u Civil Engineering Construction Documents u Landscape Documents u Detailed Construction Cost Estimates or Quantity Surveys

Special Consultants Services u Civil Construction Inspection u Landscape Inspection u Detailed Cost Accounting u Acoustics/Illumination

Consultants Services u Start-up Assistance u Systems Performance Review u Non-building Equipment Selection u Life Cycle Cost Monitoring u Services related to Alterations and Demolition u Life Cycle Cost Monitoring u Environmental Monitoring

Chapter 2.1.10 Volume 2