Checklist of Services - Rev1

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 client’s needs will determine
the scope of services required.
Project Inception Project Assessment Concept Approval Approvals from Authorities Awards of Substantial Performance of
Construction Contract Construction/Occupancy Permit
1.0 Pre-design 2.0 Schematic Design • 3.0 Design • 4.0 Construction • 5.0 Bidding or • 6.0 Construction — • 7.0 Post-construction
Development Documents Negotiation Contract Administration
Architect’s Services Architect’s Services Architect’s Services Architect’s Services Architect’s Services Architect’s Services Architect’s Services
• Facility Programming • Client-supplied • Client-supplied Data • Client-supplied Data • Client-supplied Data • Construction Review • Field Review
• Space Relationships/ Data Coordination Coordination Coordination Coordination • Progress Reports/Evaluation • Deficiency Assessment
Flow Diagrams • Program and Budget • Design Coordination • Project Coordination • Project Coordination • Process Certificates • Instructions for Correction
• Project Development Evaluation • Architectural Design • Architectural Construction • Issue Bidding Documents for Payment of Deficiencies
Scheduling • Review of Alternative Development Documents (Working • Issue Addenda • Interpretation of Contract • Review of Warranties
• Project Budgeting Design Approaches • Design Development Drawings, Form of • Bid Evaluation Documents • Total Performance Inspection
• Life Cycle Cost Studies • Architectural Schematic Drawings and Documents Construction Contract and • Construction Contract • Review of Shop Drawing and Certification
• Economic Feasibility Studies Design • Statement of Probable Specifications) • Client Consultation Product Data/Sample • Client Consultation
• Agency Consulting/ • Schematic Design Drawings Construction Costs • Document Checking and • Separate Bids or • Change Orders • Start-up Assistance
Review/Approval and Documents • Client Consultation Coordination Negotiated Bids • Substantial Performance • One-year Warranty
• Site Selection/ • Statement of Probable • Interior Design Development • Statement of Probable • Services Related to Report and Certification Inspections
Analysis Utilization Construction Costs • Special Studies/Reports Construction Costs Bidders’ Proposals • Client Consultation
Canadian Handbook of Practice for Architects
• Environmental Studies • Client Consultation (Planning Tenant or • Client Consultation • Project Management • Interior Construction
• Energy Studies • Interior Design Concepts Rental Spaces, etc.) • Interior Construction Inspection Other Services
• Existing Facilities Surveys • Special Studies (Future • Promotional Presentations Documents • Full-time Project • Fine Arts/Crafts/Graphics
• Client-Supplied Data Facilities, Environmental • Models, Perspectives or • Alternative Bid Details and Consultants’ Services Representation • Non-building Equipment
Coordination Impact, etc.) Computer Presentations Special Bid Documents • Issue Bidding Documents • Administration of Selection
Architectural Services and Fees

• Services Related to • Special Submissions or • Project Management • Project Management • Issue Addenda Separate Contracts • Building Analysis
Project Management Promotional Presentations • Agency Consultation • Agency Consultation • Bid Evaluation • Project Management and Reports
• Presentations • Special Models, Perspectives • Promotional Material • Services Related to
• Marketing Studies or Computer Presentations • Record Drawings Alterations and Demolition
• Project Financing • Project Management Consultants’ Services Consultants’ Services Special Consultants’ Services • Agency Consultation • Life Cycle Cost Monitoring
• Special Studies • Agency Consultation • Structural Design • Structural Construction • Issue Bidding Documents • Environmental Monitoring
• Re-Zoning Assistance Development Documents • Issue Addenda • One-year Warranty
• Project Promotion • Mechanical Design • Mechanical Construction • Bid Evaluation Consultants’ Services Inspections
Consultants’ Services Development Documents • Structural Inspection/Reports
• Structural Design Concepts • Electrical Design • Electrical Construction • Mechanical Inspection/
Special Consultants’ Services • Mechanical Design Concepts Development Documents Reports Consultants’ Services
• Legal Survey • Electrical Design Concepts • Statements of Probable Costs • Statements of Probable Costs • Electrical Inspection/Reports • Start-up Assistance
• Geotechnical Analysis • Statements of Probable Costs • Record Drawings • Systems Performance Review
Chapter 2.1.10
January 2009
• Certification of Progress • Non-building Equipment

Special Consultants’ Services Special Consultants’ Services Selection
Special Consultants’ Services • Civil Engineering Design • Civil Engineering • Life Cycle Cost Monitoring
• Civil Design Concepts Development Construction Documents Special Consultants’ Services • Services related to
• Landscape Concepts • Landscape Development • Landscape Documents • Civil Construction Inspection Alterations and Demolition
• Statements of Probable Costs • Detailed Construction • Detailed Construction • Landscape Inspection
Cost Estimates or Cost Estimates or • Detailed Cost Accounting
CH-31
Volume 2
Quantity Surveys Quantity Surveys
1
1

Checklist of Services - Rev1

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Checklist of Services - Rev1

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Checklist: Scope of Services

Architectural Services and Fees

• Certification of Progress • Non-building Equipment

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