❚ P R O GRAMMING

Scoping Design Developme n t Construction

Project Initiation Feasibilit y Schematic Design C ons t r u c t i o n D o c u m e n t s Closeout

Schematic Design

❚ SCHEMATIC DESIGN
Scoping Programming Design Developmen t Construction

Project Initiation Feasibilit y C ons t r u c t i o n D o c u m e n t s Closeout

❚ DESIGN DEVELOPMENT

Objective
Scoping Programming Construction

Project Initiation Feasibilit y Schematic Design C ons t r u c t i o n D o c u m e n t s Closeout

The objective of Schematic Design is to refine and build upon the scope,
conceptual design, scale, and relationships among the components Tasks
of the project. The primary goal of this phase is to develop a clearly ❚ Project Team
defined design based upon the client’s requirements, as defined byDOCUMENTS
❚ CONSTRUCTION the ❚ Prior Phase Review Comments
❚ Project Delivery Method
facility program developed during Predesign. The project quality, scope,
Scoping Programming Design Developmen t C o nstruction
❚ External Peer Review
P r o j e c t I n i t i a t i o nbudget,Feasibilit
and schedule
y will also be confirmed
Schematic Design and refined. During the Closeout
❚ Constructability Review
Schematic Design phase, the project program will be reviewed in detail and ❚ Project Schedule
alternative design solutions discussed, thereby providing a reasonable ❚ Sustainability Components
❚ Site Design
basis for developing a cost analysis of the project. Based on a mutually
❚ Building Design
agreed-upon project quality, scope, budget, and schedule between the
❚ CONSTRUCTION
* General
client, Design Consultant, and Capital Planning and Project Management,
Scoping Programming Design Developmen t
* Architectural
P r o j e c t I n i t i a t i o nSchematic Design documents will be drafted for Creview.
ons t r u c t i o nWhere
D o c u m e n trequired
Feasibilit y Schematic Design s Closeout
* Hazardous Materials
by University policy, the documents will be submitted for review and * MEP/FP Systems Design
❚ Commissioning Strategy Plan
approval by the University Board of Regents
❚ Budget Review
❚ Community Outreach Plan
❚ CLOSEOUT
❚ Public Art
Scoping Programming Design Developmen t Construction
❚ Schematic Design presentation to Client
Project Initiation Feasibilit y Schematic Design C ons t r u c t i o n D o c u m e n t s and Technical Groups
❚ Jurisdictional Preliminary Reviews
❚ Communications Plan
❚ Procedures and Administration

Approvals
Deliverables ❚ Project Team (review only)
❚ 100% Schematic Design documents ❚ CPPM Management (review and approval)
❚ Board of Regents Documentation ❚ COG and Project Executive Committee
❚ MN B3 Documentation (if required) ❚ Board of Regents (if required)
❚ Exceptions to Standards
❚ Code summary
Scoping Programming Desig n D e v e l o p m e n t Construction

onAir permit applications

P r o j e c t I n i t i a t i❚ Feasibilit y Schematic Design Construction Documents Closeout
❚ CM Cost Estimate (preliminary GMP)
❚ Total project budget
❚ Consolidated completed review comments
❚ Progress meeting minutes
❚ Project Delivery Readiness Index (as needed)
❚ Benchmark Report
❚ Benchmark analysis comparing Predesign project quality, scope, budget,
schedule to Schematic Design
Scoping Programming Design Developmen t Construction
❚ Project report for COG and Project Executive Committee ratification
Project Initiation Feasibilit y Schematic Design Closeout
❚ Monthly project report summary for project executive management
C ons t r u c t i o n D o c u m e n t s

Project Delivery Model ❚ 43

 Schematic Design Phase Checklist

Project Team
Project Participants Task Notes
Discipline/Area (Name/Title) (Contact Information)

Acoustical Consultant
Architect of Record
Archaeologist
Art–Public
Audio/Visual Consultant
Auxiliary Services:
❚ Housing and Residential Life
❚ Parking and Transportation
❚ University Dining Services
Capital Planning and Project Management
Central Security
Client Group
Code Consultant
Code Division
Commissioning Agent
Contractor/CM
Cost Estimating Consultant
Dean or Department Head of Client Group
DEHS
Design Architect
Disability Services
Engineer:
❚ Civil
❚ Electrical
❚ Fire Protection
❚ HVAC
❚ Mechanical
❚ Plumbing
❚ Project
❚ Structural
Environmental Consultant

44
 Schematic Design

Project Team (continued)

Project Participants Task Notes
Discipline/Area (Name/Title) (Contact Information)

Facilities Management:
❚ Building Services
❚ Energy Management/Utilities
❚ Landcare (University of Minnesota)
❚ Zones
Financial Analyst
Food Service Consultant
Geotechnical Consultant
Historical Consultant
Independent Construction Consultant
Interior Designer
Laboratory Design Consultant
Landscape Architect
Legal Consultant
Lighting Consultant
Materials Testing Consultant
Move Manager
NTS/OIT (Communications)
Office of Classroom Management
Peer Review Group
Process Piping Consultant
Project Accounting
Project Auditing
Project Manager
Special Inspections
Surveyor
Sustainability Consultant
Traffic Consultant
Vertical Transportation Consultant
Vibration Consultant

Project Delivery Model ❚ 45

 Schematic Design Phase Checklist

Prior Phase Review Comments

Task Task Notes
Determine if review comments from prior design phases
have been satisfactorily resolved. If not, investigate and
document conclusions.

Project Delivery Method

Task Task Notes
Verify that a Design Consultant was selected in Predesign
using University procurement process.
Determine project delivery method and appropriate
procurement process (if not previously decided in an
earlier phase):
❚ Design/bid/build
❚ Design/proposal/build
❚ Design/build
❚ CMR (Construction Manager at Risk)
❚ Other

Review insurance and other agreement requirements.

Obtain certificate of insurance from Design Team and CM
as required by contract.
Develop initial contract according to project delivery
method selected.

External Peer Review

Task Task Notes
Determine whether external peer review is necessary
during Schematic Design.
Identify peer group review firm.
Review and approve Peer Report content and format.
Establish Peer Report schedule.
Forward final peer review comments to design professionals
for action and written response.

46
 Schematic Design

Constructability Review
Task Task Notes
Conduct constructability review in cases where
Construction Manager is under contract.

Project Schedule
Task Task Notes
Identify phase review periods (see Appendix X for list of
stakeholders).
Review all project scheduling requirements.
Determine if movers will be needed. Where movers are needed,
ascertain whether a move consultant is required or whether the
Project Manager will manage the move for the client.
Create a move schedule.
Identify approval steps.
Identify relocation requirements.
Refine project phasing requirements (if already developed).
Identify permit process.
Identify review periods.
Identify Board of Regents approval dates.
Identify GMP/bid due date.
Confirm design durations for Schematic Design/Design
Development/Construction Documents.
Confirm construction durations with Contractor.
Coordinate with academic classroom buildings on/offline
calendar (see www.classroom.umn.edu/csv-new/default.
aspx).
Allow time contingency for redesign, if needed.
Determine FFE installation duration.
Determine and establish deadlines for the following:
❚ Removal of hazardous material
❚ Issuance of Certificate of Occupancy
❚ Substantial Completion
❚ Final Completion

Determine commissioning duration.

Project Delivery Model ❚ 47

 Schematic Design Phase Checklist

Sustainability Components
Task Task Notes
Hold Sustainability Work Session in order for Project Team to
work on specific strategies for meeting sustainability goals
(see: www.uservices.umn.edu/sustainableu/future.html).
Evaluate status of project’s energy consumption analysis,
code compliance, and efficiency goals. See MN state B3
guidelines at http://www.csbr.umn.edu/B3/.
Evaluate the building’s energy consumption using an
energy model. Refine the project’s energy efficiency goals.
Discuss energy asset program with utility company.
Review progress on salvage, reuse, and recycling options,
as well as options for materials with recycled content
(see: www1.umn.edu/reuse).

Site Design (Construction and Permanent)

Task Task Notes
Provide civil site survey.
Develop storm water management plans:
❚ Construction
❚ Permanent

Develop utility connection points and invert elevations.

Develop site lighting, location, and schematic circuitry.
Develop tree and other site elements protection plan.
Develop landscape, hardscape, and grading plan.
Develop circulation plan for:
❚ Vehicular
❚ Bicycle
❚ Pedestrian

Review (construction) parking standards:

❚ Traffic control
❚ Detours
❚ Staging areas
❚ Crane locations
❚ Permits

48
 Schematic Design

Site Design (Construction and Permanent)

Task Task Notes
Review fire apparatus, emergency vehicle access, and
staging.
In collaboration with the Contractor and client, assess the
need for a security plan at the construction site. For ex:
❚ Fencing
❚ Webcam
❚ Security officers
❚ Security cards

Review issues of public art implications (both interior and

exterior).
Review loading dock location and access.
Review recycling/refuse collection.
Review emergency generator location (if applicable).
Review geotechnical and/or environmental soil boring data.
Review historical preservation requirements (see www.
cppm.umn .edu/docs/preservationplan.pdf).
Review area of safe refuge (exterior).
Review setback requirements and impact on fire-resistive
requirements.

Project Delivery Model ❚ 49

 Schematic Design Phase Checklist

Building Design
A. General

Task Task Notes

Reconfirm program.
Structural systems—consider the impact of the following
to surrounding spaces:
❚ Noise
❚ Vibration

Review Design Intent document (inclusive of documents

prepared by all design disciplines).
Develop outline specification to integrate systems, products
and procedures for architecture, civil, and landscape.
Review utility loads.
Review code compliance.
Review project keying security plan expectations.
Develop exterior wind analysis for public safety.
Review public art process themes and responses.
Integrate building components with permanent storm water
plans.
Develop demolition plans (See Building Demolition
guidelines attached).
Review and identify applicable UM Construction and Exterior
Standards (see: www.cppm.umn.edu/standards.html and
www.cppm.umn.edu/docs/exteriordesignstandards.pdf).

50
 Schematic Design

Building Design
B. Architectural

Task Task Notes

Confirm historical preservation requirements:
❚ Context research
❚ Required documentation
❚ Archeological considerations
❚ Historic building treatment
See: www.cppm.umn.edu/docs/preservationplan.pdf.
Develop Life Safety Plan:
❚ Egress and exiting
❚ ADA access
❚ Areas of rescue
❚ Fire and emergency vehicle apparatus access and staging
❚ Fire wall ratings and types

Locate and size mechanical, electrical (stack), telecom

rooms (stack), custodial closets, and toilets.
Develop exterior skin materials and colors.
Confirm massing.
Develop floor plans (adjacencies).
Develop building circulation system, entrances, horizontal,
and vertical.
Develop square footage.
Review compliance with University room numbering system.
Review doors, windows, and all fenestration/openings.
Review overall dimensions and floor to floor heights.
Review roof systems, gutters, and downspouts.
Review screening and sightlines.
Review Color Renderings (to be developed with University
Architect) for Board of Regents Design Approval.
Review Ionizing Radiation Shielding of X-ray/Accelerator
rooms (walls, doors, control barriers, etc).
Review Non-Ionizing Radiation Shielding (magnetic, RF,
laser, etc.) of MRI, NMR, Class 3b and 4 lasers, microwave
transmitters, and UV sources.
Confirm building design with classroom standards
(including lighting acoustics).
Provide Code summary.

Project Delivery Model ❚ 51

 Schematic Design Phase Checklist

Building Design
C. Hazardous Materials

Task Task Notes

Review hazardous materials assessment for characterization
and removal of hazardous waste.
Review hazardous materials inventory (chemical, radia-
tion, and biological) and define hazardous chemical control
zones.

Building Design
D. MEP/FP Systems Design

Task Task Notes

Develop MEP/FP system design.
Provide calculated energy loads for MEP.
Develop ceiling and vertical chase strategy for MEP/FP.
Coordinate MEP/FP systems with wall ratings—window
specification.
Review code requirements and summarize.
Develop single line drawings for MEP/FP.
Identify major equipment for MEP/FP.
Develop equipment numbering in compliance with
University standards.
Provide MEP/FP equipment sizes and weights to Structural
Engineer and Architect.
Develop routing and racking strategy for process piping.

Commissioning Strategy Plan

Task Task Notes
Confirm University participants for commissioning.
Review commissioning plan with agent.
Review process documents (for example, field observation
and corrective action reports).
Develop project-specific training for each area of the building
with the GC (for example, mechanical, equipment,
plumbing, etc).
52
 Schematic Design

Budget Review
Task Task Notes
Review and confirm total budget developed in
Programming phase.
Identify budget variances.
Identify lump sum or not-to-exceed budget amount.
Identify program variances.
Identify proposed add/or deduct alternate items.
Develop and finalize strategy to reconcile variances.
Review Contractor’s GMP estimate. Review preliminary
costs for:
❚ Construction costs (labor and materials)
❚ Allowances
❚ Construction contingency
❚ Bond cost
❚ Insurance cost
❚ Contractor fee
❚ Labor burden
❚ General conditions

Develop internal service agreements with Facilities

Management, Classroom Technical Services, Networking
and Telecommunications, Security, Sign Shop, etc.
Confirm financing agreement.

Community Outreach Plan

Task Task Notes
Review construction impact.
Determine process for construction site notifications.
Confirm outreach requirements.
Where warranted, make community presentations.

Project Delivery Model ❚ 53

 Schematic Design Phase Checklist

Public Art
Task Task Notes
Contact public art coordinator.
Establish public art committee.
Develop art principles for project.
Establish artist selection method.
Issue RFP/Interview artists.
Review public art budget.

Schematic Design Presentation to Client and Technical Groups

Task Task Notes
Complete Design presentation to selected Appendix X
project team members.
Receive client sign-off on program and project design.
Obtain review comments by departments identified in
CPPM Construction Standards, Appendix X. Consolidate
comments for file.

Jurisdictional Preliminary Reviews

Task Task Notes
City and county governments.
Code Office and DEHS
Elevators
High-pressure steam
MN Department of Health
MPCA:
❚ Air
❚ Environmental
❚ Sewer/water

MetCouncil—storm water
NIH
Other civic groups
Park Board
SHPO review

54 Utility providers: power, sewer, water and gas

 Schematic Design

Communications Plan
Task Task Notes
Review and continue communication steps developed in
Predesign.

Procedures and Administration

Task Task Notes
Execute contracts and internal service level agreements.
Review Construction Documents Guidelines.
Review Building Demolition Guidelines.
Apply for air permit.
Obtain photographs of existing building/construction limits
and impacted areas for a record of existing conditions and
design intent.
Submit project status report to chairs of MN legislative
committees for projects that use legislative funds or add
space to the University.
Maintain project in CPPM project management information
system.
Provide monthly project report to CPPM project
management.
Provide CPPM Web site updates for active projects (see:
www.cppm.umn.edu/active.projects.html).

Project Delivery Model ❚ 55

 Schematic Design Phase Checklist

Deliverables
Task Task Notes
100% Schematic Design documents:
❚ Drawings, sketches, and other graphic presentation
materials
❚ Project Manual
❚ Design Intent
❚ Scope of Work
❚ E-files

Board of Regents Documentation

MN B3 documentation (if required)
Exceptions to Standards
Code summary
Air permit applications
CM Cost Estimate (preliminary GMP)
Total project budget
Consolidated completed review comments
Progress meeting minutes
Project Delivery Readiness Index (as needed)
Benchmark Report:
❚ Program elements by GSF
❚ Budget
❚ Schedule
❚ Funding
❚ Quality

Benchmark analysis comparing Predesign project quality,

scope, budget, schedule to Schematic Design
Project report for COG/Project Executive Committee
ratification
Monthly project report summary for project executive
management

56
 Schematic Design

Review and Approval of Deliverables

Task Task Notes
Project Team (review only):
❚ Client contact
❚ Facilities Management
❚ DEHS
❚ Building Code Division
❚ Office of Classroom Management
❚ CPPM Project Manager

CPPM Management (review and approval)

Ratification by COG and Project Executive Committee
Board of Regents (if required)

Project Delivery Model ❚ 57

 Building Demolition Guidelines*

Hazardous Materials Utility Disconnects

❚ Asbestos Abatement ❚ Electric service
* Electrical still required in building ❚ Domestic water
* Water still required for showers
* Water meters must be removed and returned to the city
❚ Refrigerant Reclaim
❚ Steam service/condensate return
* Drinking fountains
* Window air conditioners/split systems ❚ Fire service
* Central air conditioning systems ❚ Chilled water service
* Refrigerators/freezers
❚ Storm and sanitary sewer service capping
* Environmental chambers
❚ Mercury Reclaim ❚ Gas service
* Sink P-traps * Gas meter return to service utility
* Thermostats-round * Gas meters may contain mercury in pressure reducing
* Mercury vapor lights valve
* Mercury switches on HVAC and boiler equipment ❚ BSAC connection
* Manometers
❚ Laboratory chemicals ❚ Telephone service

❚ Movable gas tanks

* Liquid propane
* Oxygen
* Nitrogen
* Helium
❚ Radioactive material
❚ Hazardous waste
❚ Underground fuel storage tanks
❚ Acid neutralization tanks
❚ Flammable waste traps
❚ Contaminated soil
❚ PCB
* Ballast
* Transformers
❚ Lighting
* Florescent light bulbs
* High-pressure sodium
* Metal halide
❚ Hydraulic oil
* Door closers
* Elevators and loading dock lifts
❚ Lead
* Paint
* Laboratory shielding
❚ Miscellaneous materials
* Paint cans
* Aerosol cans
* Unlabeled liquid containers

58
 Schematic Design

Building Components Demolition Considerations

❚ Paper removal ❚ Videotape adjacent building/tunnels
❚ Furniture removal ❚ Additional protection for adjacent fresh air intakes
* Loose * Filters
* Open office (fixed) * Shutdown units
❚ Pest control ❚ Traffic routing and staging for dump trucks
❚ Elevator decommissioning—State Elevator Inspector ❚ Dust control/water hydrants/sufficient water pressure
❚ Fire alarm system ❚ Street cleaning
❚ Building security ❚ Protection of adjacent building structures
* Change all locks to secure core ❚ Method of detaching demolished building from remaining
* Board up any doors/windows which may provide easy building
access
❚ Vibration monitoring
❚ Telephones
* Survey adjacent buildings for equipment that is vibration
❚ Telecom items sensitive
❚ Zone removal of useful items ❚ City street permits for demolition equipment or closure
❚ Removal of key cores ❚ Flag persons–may need to be University Police
❚ Sale of valuable building fixtures/equipment/furniture ❚ University quiet hours if demolition near residence halls
(salvage) (finals week, etc)
❚ Building cornerstone/time capsule ❚ Photo documentation of historic buildings
❚ Recycling or reuse of materials ❚ Review current policy and procedure document for
Demolition or Removal of Buildings

* Note: This list is not all-inclusive. It contains many of the items, materials, etc. commonly encountered or to be considered
during the demolition of a building or structure. Refer also to the Minnesota Pollution Control Agency (MPCA) Pre-Demolition
Environmental Checklist and Guide.

Project Delivery Model ❚ 59

 Construction Documents Guidelines

General Information
Applicable References (current editions)
1. University of Minnesota Campus Master Plan
2. University of Minnesota Standards and Procedures for Construction1
3. University of Minnesota Exterior Design Standards1
4. University of Minnesota Historic Preservation Plan1
5. University of Minnesota CAD Data Standards
6. University of Minnesota Building Code Division Policies and Procedures Manual with Appendix
7. American Institute of Architects (AIA) CAD Layer Guidelines
8. Construction Specifications Institute (CSI) Uniform Drawing System and Master Format

Required For All Sheets

1. University Project Name and University Number
2. Project Team including contact information (also insert team member titles)
3. Drawing issue date
4. Signature certification block
5. Key Plan
6. North arrow for plans
7. Scale, Notes, Symbols, and call-out identification systems
8. CAD Layer Matrix for large or complicated projects
9. Plotting information

Civil Engineering
Civil Survey
1. Civil survey with confirmed benchmarks, right-of-ways, easements, property lines, required setbacks, bearing and
distance labels, and construction controls

Environmental Site Plan

1. Coordinated environmental containment and mitigation plan

Grading Plan
1. Proposed contour lines and building footprints

Roads and Topography Plan

1. Proposed pedestrian and vehicular circulation and parking lot plans

Utility Plan
1. Coordinated fire protection and utilities plan

1 See www.cppm.umn.edu
60
 Schematic Design

Landscape Architecture
Landscape Site and Planting Plan
1. Coordinated landscape site plan as applicable

Plant and Landscape Materials

1. Existing trees to remain
2. New trees
3. Trees to be removed
4. Other plant materials
5. Rock, bark, mulch
6. Lawn areas

Irrigation System
1. Sprinklers
2. Piping
3. Equipment
4. Coverage
5. Controls

Site Improvements
1. Walks and Steps
2. Fencing
3. Walls
4. Decks and Plazas
5. Site furnishings
6. Other structures
7. Scaled layouts, elevations, sections, details, and coordination plans for individual landscape items as applicable

Structural Engineering
Foundation Plan
1. Piles and drilled piers
2. Foundation layout and reinforcing
3. Slab layout, reinforcing, and control joints

Framing Plan
1. Grid pattern, dimensions, and key tags
2. Framing Plan (columns, beams, and joists)
3. Structural bearing and shear walls
4. Scaled layouts, elevations, sections, details, and coordination plans for structural systems as applicable

Project Delivery Model ❚ 61

 Construction Documents Guidelines

Architectural
Title Page
1. Project building name, University number, and official street address
2. Sheet Index
3. University Project Number (all sheets)
4. Project Team (all sheets)
5. Drawing issue date (all sheets)
6. Signature certification block (all sheets)
7. Location Plan
8. Key Plan (all sheets)
9. Scale, Notes, Symbols, and call-out identification systems (all sheets)
10. Materials, hatching, and other pattern identification symbols key
11. CPPM project Web address: http://www.cppm.umn.edu/active-projects.html
12. Comprehensive Code Data Block:
a. List all applicable current codes
b. Occupant groups and loads
c. Plumbing fixture analysis (actual and minimums)
d. WAC/SAC analysis
e. Required separation of occupancies
f. Floor area and height/number of stories
g. Allowable square footage and actual square footage
h. Types of construction
i. Fire-resistive rated construction
j. Design loads
k. Frost depth
l. Interior wall and ceiling finish (sprinklered/unsprinklered)

Coordinated Architectural Site Plan

1. Confirmed property lines and required setbacks
2. Comprehensive utility plans
3. Emergency apparatus access and staging plan
4. Life Safety Plan with egress routes and ADA accessibility
5. Construction access, loading, and circulation
6. Construction staging and storage areas
7. Crane and other equipment locations
8. Temporary fencing
9. Storm water and silt controls

62
 Schematic Design

10. Construction parking types and locations (obtain Parking and Transportation approval)
11. Landscaping coordination plan
12. Permanent access, loading, and circulation
13. Site lighting coordination plan
14. Permanent fencing coordinated with Landscape Plans
15. Retaining walls coordinated with Landscape Plans
16. Permanent parking stall types and locations (obtain Parking and Transportation approval)
17. Enlarged site details and sections
18. Site signage

Building Plans
1. Demolition plans and details (where required)
2. Selective demolition plans and details (where required)
3. Testing/investigative location plans (where required)
4. Structural plan with column spacing and shear wall locations
5. Scaled floor and roof plans with appropriate dimensions and University room numbers
6. Utility main and entrance locations
7. Mechanical, Electrical, and Telecom Room layouts and coordination plan
8. Recycling Room(s)
9. Janitor Room(s)
10. Door locations with swings
11. Vertical circulation locations and sizes
12. Reflected ceiling plans
13. Show fire separation rated walls on reflected ceiling plans
14. Room materials, casework, and equipment layouts
15. Furniture Plan
16. Lab Equipment Plan
17. Kitchen and Specialty Equipment Plan
18. Classroom requirements and specifications

Elevations
1. Exterior elevations indicating:
a. location of fixed and operable windows
b. curtain walls and specialty partitions
c. doors and access panels
d. overall dimensions and floor-to-floor heights
e. air intakes and exhausts
f. fire apparatus connections and hose bibs
g. utility connections and meters

Project Delivery Model ❚ 63

 Construction Documents Guidelines

2. Exterior cladding systems, finish materials, and colors

3. Exterior architectural lighting and locations
4. Roof profile and finish material(s)
a. roof top equipment and screening
b. roof access and safety barriers
c. rainwater distribution systems
5. Interior elevations of restrooms, major/complicated spaces (e.g. auditoriums, classrooms)

Sections
1. Building sections showing floor-to-floor heights and space relationships (including instructional space elevations)
2. Exterior wall sections
3. Stair, elevator, and shaft sections
4. Sections of major complicated spaces
5. Tunnels

Scaled Details and Schedules

1. Exterior wall details
2. Roof details
3. Floor and floor finish details
4. Wall types
5. Casework details
6. Ceiling details
7. Interior details
8. Significant structural details
9. Door and door frame types
10. Window types
11. Door and window details
12. Door and window schedule
13. Room finish schedule
14. Restroom and plumbing fixture details
15. ADA-required details
16. Specialty walls
17. Specialty equipment

64
 Schematic Design

Mechanical
Mechanical Site Plan
1. Coordinated mechanical site plan where applicable

Controls and Instrumentation Plan

1. Control/Energy Management system equipment layout plan
2. Thermostats and low-voltage wiring

HVAC Plan
1. HVAC Equipment Plan
2. HVAC Ductwork Plan
3. HVAC Piping Plan

Dust and Fume Collection Systems

1. Dust and Fume Collection Equipment Plan
2. Dust and Fume Ductwork Plan

Steam Systems
1. Steam systems equipment
2. Steam systems condensate piping
3. Steam systems low-pressure piping
4. Steam systems high-pressure piping

Refrigeration Systems
1. Refrigeration equipment
2. Refrigeration piping

Electric Heat and Other Specialty Equipment

1. System description, layout, and coordination plans for specialty systems

Elevations, Sections, Details

1. Scaled layouts, elevations, sections, details, and coordination plans for individual mechanical systems as applicable

Project Delivery Model ❚ 65

 Construction Documents Guidelines

Plumbing
Site Plan
1. Coordinated plumbing site plan where applicable

Plumbing Plan
1. Acid, alkaline, and oil waste systems
2. Domestic hot and cold water systems
3. Sanitary drainage
4. Storm drainage system
5. Miscellaneous plumbing equipment
6. Plumbing fixtures
7. Scaled layouts, elevations, sections, details, and coordination plans for individual plumbing systems as applicable
8. Medical gases and tanks
9. Laboratory services

Electrical
Electrical Site Plan
1. Coordinated electrical site plan where applicable

Communication Plan
1. Auxiliary systems (e.g. bell, call, clock, paging, intercom, security, etc.)
2. Sound systems, AV equipment, TV, and other classroom equipment schedules and plans

Grounding Plan
1. Lightning protection systems

Lighting Plan
1. Special, emergency, and exit lighting plans
2. Ceiling, wall, and floor-mounted lighting plans
3. Luminaire identification and schedules
4. Lighting, switching, and circuiting plans

Power Plan
1. Site power plan
2. Power panels and grounding system
3. Power equipment
4. Power switchboards
5. Power circuits, floor raceways, under-carpet, and other power distribution
6. Cable trays, feeders, and bussways
7. Wall, ceiling, special receptacle, and device plans
8. Emergency power systems

66
 Schematic Design

Telecommunications
Site Plan
1. Coordinated telecommunications site plan where applicable

Data Plan
1. Data equipment, distribution, and outlet plan

Telephone Plan
1. Telephone equipment, distribution, and outlet plan

Fire Protection
Sprinkler Plan
1. CO2 system
2. Halon system
3. Standpipe system
4. Sprinkler head and piping system
5. Fire system equipment (hoses and extinguishers)
6. Fire alarm system (including detectors and sensors)
7. Scaled layouts, elevations, sections, details, and coordination plans for individual fire protection systems as applicable

Project Manual
Project Manual
1. University Project Name and Number (all pages)
2. Project Team (all pages)
3. Contract Document issue date (all pages)
4. Signature certification block by professional discipline
5. CPPM Consultant Instructions for “Front End” Documents (see http://www.cppm.umn.edu/aedocs/Instructions.doc)
6. General Requirements with Bidding Documents
7. Owner provided information available to bidders/proposers where applicable
8. Design Intent Statements for all disciplines (C/S/A/M/E/P/FP etc.)
9. Specifications by current CSI divisions and format
10. Appropriate language for project labor agreement (if necessary)

Project Delivery Model ❚ 67

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