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GUC – German University in Cairo
Architecture and Urban Design
ARCH 702 Legislation, Professional
Practice and Contracts
Fall 2017
Instructor:
Dr. Yasser Mahgoub
PROJECT DELIVERY PROCESS
1
ARCHITECTURAL PROJECT
DELIVERY PROCESS
These activities (from the Architect's viewpoint) may be grouped into 5 major
phases of work + 1 post construction phase
1. Pre-Design Phase: Program Definition, Feasibility Analysis
2. Design Phase: Schematic Design, Design Development
3. Construction Document Phase: Documentation of the Design
Intent
4. Bidding and Negotiation Phase: Establishing the Cost of the
Design Intent
5. Construction Phase: Administration of the Construction
Contract
6. Post-Construction Phase: Warranty Review, Post Occupancy
Evaluation
ARCHITECTURAL PROJECT DELIVERY PROCESS
PRE-DESIGN
• It is in the preliminary stages of brief preparation and
design where the opportunity to effectively influence the
successful outcome of a project is greatest and the cost
of doing so least.
Professional Services Provided by Architects
The Value of Pre-design
• Extend "pre-design" as long as possible.
• It is defense mechanism against those "hot
ideas" that will come up midway through the
project.
• Invent ways to force yourself not to dive into
design immediately
• Find ways of getting the client involved in this
"discovery phase"
• Identify and achieve consensus on the five or six
real issues the project brings you to solve
Pre-Design
Dr. Yasser Mahgoub
The Value of Pre-design
PRE-DESIGN
The range of Pre-Design elements include:
• Identification of the client's needs and options
• Feasibility and costing studies
• Value management studies
• Project delivery programs and building procurement
advice
• Life-cycle cost analysis
• Site, geotechnical and infrastructure investigations
• Detailed project brief preparation.
• Master Planning.
Professional Services Provided by Architects
SCHEMATIC DESIGN
Schematic Design is an advance of the preferred planning
options while ensuring that the broad spatial and functional
planning requirements are achieved.
The Schematic Design will result in the following:
• Site Plan
• Plans, elevations and sections of the preferred
design
• Schedule of proposed materials, finishes and
signage
• Color Board of all materials and finishes
• Cost Plan
• Schematic Design Report
Professional Services Provided by Architects
DESIGN DEVELOPMENT
From the broad brush requirements of the Schematic Design,
a design proposal is developed and agreed with the client
and includes:
• Refinement of the function and form
• Structural systems
• Internal spaces of the building
• Mechanical
• Electrical
• Hydraulic services
• More detailed estimates of cost
• Provision of time program
Professional Services Provided by Architects
DESIGN DEVELOPMENT
From this stage the client will receive the following:
• Fully developed Site Plan
• Fully developed Plans of each level of the preferred
design
• Roof Plan (slopes, materials and penetrations)
• Elevations of all aspects and general sections
• Chosen plans and sections that describe the building
form through the overall scheme or part of it at a scale
of 1:100
• Part and elevations of typical elements and sections
• Schedule of finishes and sample board
• A report from the Building Surveyor explaining the
approach to the design solution.
Professional Services Provided by Architects
CONTRACT DOCUMENTATION
• Drawings and specifications are detailed from the
Design Development and may include:
• Bills of Quantities sufficient for the calling of
competitive tenders and to enable the building to be
constructed as intended.
• A tender estimate
• Coordination and integration of the work of each
discipline.
Professional Services Provided by Architects
Construction Documents
Construction Documents
Biding requirements
Drawings Contract forms and conditions
Addenda Contract modifications
Specifications and
BoQ’s
TENDER EVALUATION
When design and documentation is completed, the project
goes to tender and this service includes the following:
• Calling of tenders
• Answering tender inquiries
• Evaluation of tenders in conjunction with or on behalf
of the client
• Analysis and advice in respect of tenders received,
including any necessary negotiations with tenders
• The preparation of formal contract documents
• Arrangements for the execution of the contract.
Professional Services Provided by Architects
CONTRACT ADMINISTRATION
The administration of the contract is carried out, including:
• Reporting on construction progress and cost
• Observance of compliance with the documented
intent by periodic inspection of the works
• Supplying information, checking progress claims
and issuing progress certificates, negotiating
variations and cost adjustments and dealing with
claims for extensions of time and other matters
included in the building contract.
Professional Services Provided by Architects
POST CONSTRUCTION SERVICES
• Manuals for facilities management or maintenance and
operation purposes
• Systems and Equipment commissioning and
adjustment
• Periodic maintenance inspections
• Replacement cost estimating for insurance purposes
• Warranty and operational reviews
• Contractor maintenance evaluation
• Post-occupancy evaluation
• Energy and environmental health surveys.
Professional Services Provided by Architects
Contractual Framework
Agreement between owner and architect
• Outlines design tasks and requirements
• Identifies specific responsibilities for design, including
those of the architect, of the owner, and possibly of
third parties
• Establishes a schedule, including starting and
completion dates
• Often defines design phases with interim milestone
dates and own approvals to proceed
Other services
– Life cycle cost analysis
– Energy studies
– Tenant-related design studies
– Economic studies
– Special renderings
– Models
– Brochures and promotional materials
Approvals
• Obtain formal client approval (in writing if all
possible)
• If approval is given verbally, send the client a letter
confirming the architect's understanding of the
approval and ask the client to initial the letter and
return a copy.
Project Delivery Approaches
Project Delivery Approaches
• Owner as contractors
• Single prime contract (Design Bid Build)
• Multiple prime contracts
• Construction management
• Design/Build
• Other:
– Early award
– Fast track
End
Dr. Yasser Mahgoub

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Guc arct 702 legislations lecture 4 - project delivery process and business management 12-10-2017

  • 1. GUC – German University in Cairo Architecture and Urban Design ARCH 702 Legislation, Professional Practice and Contracts Fall 2017 Instructor: Dr. Yasser Mahgoub PROJECT DELIVERY PROCESS 1
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  • 4. These activities (from the Architect's viewpoint) may be grouped into 5 major phases of work + 1 post construction phase 1. Pre-Design Phase: Program Definition, Feasibility Analysis 2. Design Phase: Schematic Design, Design Development 3. Construction Document Phase: Documentation of the Design Intent 4. Bidding and Negotiation Phase: Establishing the Cost of the Design Intent 5. Construction Phase: Administration of the Construction Contract 6. Post-Construction Phase: Warranty Review, Post Occupancy Evaluation ARCHITECTURAL PROJECT DELIVERY PROCESS
  • 5. PRE-DESIGN • It is in the preliminary stages of brief preparation and design where the opportunity to effectively influence the successful outcome of a project is greatest and the cost of doing so least. Professional Services Provided by Architects
  • 6. The Value of Pre-design • Extend "pre-design" as long as possible. • It is defense mechanism against those "hot ideas" that will come up midway through the project. • Invent ways to force yourself not to dive into design immediately • Find ways of getting the client involved in this "discovery phase" • Identify and achieve consensus on the five or six real issues the project brings you to solve Pre-Design
  • 7. Dr. Yasser Mahgoub The Value of Pre-design
  • 8. PRE-DESIGN The range of Pre-Design elements include: • Identification of the client's needs and options • Feasibility and costing studies • Value management studies • Project delivery programs and building procurement advice • Life-cycle cost analysis • Site, geotechnical and infrastructure investigations • Detailed project brief preparation. • Master Planning. Professional Services Provided by Architects
  • 9. SCHEMATIC DESIGN Schematic Design is an advance of the preferred planning options while ensuring that the broad spatial and functional planning requirements are achieved. The Schematic Design will result in the following: • Site Plan • Plans, elevations and sections of the preferred design • Schedule of proposed materials, finishes and signage • Color Board of all materials and finishes • Cost Plan • Schematic Design Report Professional Services Provided by Architects
  • 10. DESIGN DEVELOPMENT From the broad brush requirements of the Schematic Design, a design proposal is developed and agreed with the client and includes: • Refinement of the function and form • Structural systems • Internal spaces of the building • Mechanical • Electrical • Hydraulic services • More detailed estimates of cost • Provision of time program Professional Services Provided by Architects
  • 11. DESIGN DEVELOPMENT From this stage the client will receive the following: • Fully developed Site Plan • Fully developed Plans of each level of the preferred design • Roof Plan (slopes, materials and penetrations) • Elevations of all aspects and general sections • Chosen plans and sections that describe the building form through the overall scheme or part of it at a scale of 1:100 • Part and elevations of typical elements and sections • Schedule of finishes and sample board • A report from the Building Surveyor explaining the approach to the design solution. Professional Services Provided by Architects
  • 12. CONTRACT DOCUMENTATION • Drawings and specifications are detailed from the Design Development and may include: • Bills of Quantities sufficient for the calling of competitive tenders and to enable the building to be constructed as intended. • A tender estimate • Coordination and integration of the work of each discipline. Professional Services Provided by Architects
  • 13. Construction Documents Construction Documents Biding requirements Drawings Contract forms and conditions Addenda Contract modifications Specifications and BoQ’s
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  • 15. TENDER EVALUATION When design and documentation is completed, the project goes to tender and this service includes the following: • Calling of tenders • Answering tender inquiries • Evaluation of tenders in conjunction with or on behalf of the client • Analysis and advice in respect of tenders received, including any necessary negotiations with tenders • The preparation of formal contract documents • Arrangements for the execution of the contract. Professional Services Provided by Architects
  • 16. CONTRACT ADMINISTRATION The administration of the contract is carried out, including: • Reporting on construction progress and cost • Observance of compliance with the documented intent by periodic inspection of the works • Supplying information, checking progress claims and issuing progress certificates, negotiating variations and cost adjustments and dealing with claims for extensions of time and other matters included in the building contract. Professional Services Provided by Architects
  • 17. POST CONSTRUCTION SERVICES • Manuals for facilities management or maintenance and operation purposes • Systems and Equipment commissioning and adjustment • Periodic maintenance inspections • Replacement cost estimating for insurance purposes • Warranty and operational reviews • Contractor maintenance evaluation • Post-occupancy evaluation • Energy and environmental health surveys. Professional Services Provided by Architects
  • 18. Contractual Framework Agreement between owner and architect • Outlines design tasks and requirements • Identifies specific responsibilities for design, including those of the architect, of the owner, and possibly of third parties • Establishes a schedule, including starting and completion dates • Often defines design phases with interim milestone dates and own approvals to proceed
  • 19. Other services – Life cycle cost analysis – Energy studies – Tenant-related design studies – Economic studies – Special renderings – Models – Brochures and promotional materials
  • 20. Approvals • Obtain formal client approval (in writing if all possible) • If approval is given verbally, send the client a letter confirming the architect's understanding of the approval and ask the client to initial the letter and return a copy.
  • 22. Project Delivery Approaches • Owner as contractors • Single prime contract (Design Bid Build) • Multiple prime contracts • Construction management • Design/Build • Other: – Early award – Fast track
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