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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.

Awards of Substantial Performance of


Project Inception Project Assessment Concept Approval Approvals from Authorities
Construction Contract 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 7.0 Post-construction
Administration

Architects Services Architects Services Architects Services Architects Services Architects Services Architects Services Architects 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
Agency Consulting/ Architectural Schematic Drawings and Documents Construction Contract and Construction Contract Review of Shop Drawing and Certification
Review/Approval Design Statement of Probable Specifications) Client Consultation Product Data/Sample Client Consultation
Existing Facilities Surveys Schematic Design Drawings Construction Costs Document Checking and Separate Bids or Change Orders Start-up Assistance
Client-Supplied Data and Documents Client Consultation Coordination Negotiated Bids Substantial Performance One-year Warranty
Coordination Estimate of Probable Interior Design Development Statement of Probable Services Related to Report and Certification Inspections
Presentations Construction Costs Special Studies/Reports Construction Costs Bidders Proposals Client Consultation
Re-Zoning Assistance Client Consultation (Planning Tenant or Client Consultation Project Management Interior Construction
Project Promotion Interior Design Concepts Rental Spaces, etc.) Interior Construction Inspection Other Services
Special Submissions or Promotional Presentations Documents Full-time Project Fine Arts/Crafts/Graphics
Promotional Presentations Models, Perspectives or Alternative Bid Details and Consultants Services Representation Non-building Equipment
Special Consultants Services Special Models, Perspectives Computer Presentations Special Bid Documents Issue Bidding Documents Administration of Selection
Legal Survey or Computer Presentations Project Management Project Management Issue Addenda Separate Contracts Building Analysis
Geotechnical Analysis Project Management Agency Consultation Agency Consultation Bid Evaluation Project Management and Reports
Life Cycle Cost Studies Agency Consultation Promotional Material Services Related to
Economic Feasibility Studies Record Drawings Alterations and Demolition
Site Selection/ Consultants Services Consultants Services Special Consultants Services Agency Consultation One-year Warranty
Analysis Utilization Consultants Services Structural Design Structural Construction Issue Bidding Documents Inspections
Environmental Studies Structural Design Concepts Development Documents Issue Addenda
Energy Studies Mechanical Design Concepts Mechanical Design Mechanical Construction Bid Evaluation Consultants Services
Services Related to Electrical Design Concepts Development Documents Structural Inspection/Reports Consultants Services
Project Management Estimate of Probable Costs Electrical Design Electrical Construction Mechanical Start-up Assistance
Marketing Studies Development Documents Inspection/Reports Systems Performance Review
Project Financing Estimate of Probable Costs Estimate of Probable Costs Electrical Inspection/Reports Non-building Equipment
Special Studies Special Consultants Services Record Drawings Selection
Special Studies (Future Certification of Progress Life Cycle Cost Monitoring
Facilities, Environmental Special Consultants Services Special Consultants Services Services related to
Impact, etc.) Civil Engineering Design Civil Engineering Alterations and Demolition
Civil Design Concepts Development Construction Documents Special Consultants Services Life Cycle Cost Monitoring
Landscape Concepts Landscape Development Landscape Documents Civil Construction Inspection Environmental Monitoring
Estimate of Probable Costs Detailed Construction Detailed Construction Landscape Inspection
Cost Estimates or Cost Estimates or Detailed Cost Accounting
Quantity Surveys Quantity Surveys Acoustics/Illumination
Acoustics/Illumination

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