The Non-Architect's Guide to Major Capital Projects

by Phillip S. Waite

The book is an outgrowth of Waite's popular SCUP workshops and webcast. In his preface, Waite explains that "[N]on-architects are often placed in positions of leadership or responsibility in a capital project process. Administrators, managers, and academics, while no doubt experts within their own specialties, often have little or no training to prepare them for a role in a major capital project. The purpose of this book is to provide the non-architect with a broad framework of understanding in the steps, phases, and sequence of planning, designing, and delivering a capital project." Although written focused on the higher education environment, the lessons to be learned from this book are as pertinent in the K—12 and corporate world as they are in the realm of colleges and universities. In addition to appealing to "non-architects," this book should also appeal to architects who (a) may wish to understand what those non-architects are learning from this book and (b) may wish to purchase for distribution to clients or potential clients as part of the information process.

Member Price: Free (​Attention Members - Login and you will see the member download button below.)
Nonmember Price: $10 USD

©SCUP 2005
ISBN 0-9700413-7-3

 (PDF 2.8 MB)

Table of Contents

Foreword

Acknowledgments

Preface

Chapter 1

• The Pre-Design Planning Process
• Introduction
• Establishing the Project Planning Committee
• Project Origination
        Strategic Initiatives
        Planning
        Aging Physical Plant
        Natural Disasters
        Federal Initiatives
        State/System Initiatives
        Private Donors
        Institutional or Program Growth
        Coordinating Policy with Physical                    Development
        Establishing the Need / Opportunity
        Feasibility Studies
        Facility Studies
        Benchmarking
        Programming
        Products of Programming
        Understanding Gross vs. Net Square Feet
        Building Efficiency Ratio
        The Project Budget
        The Construction Budget
        The Owner's Budget
        Consultant Fees
        Owner's Costs
        Furnishings, Fixtures, and Equipment
        Contingencies
        Inflation
        Establishing the Budget
        Project Schedules
        Pre-design Process Conclusion

Chapter 2

• The Design Process
        RFP/RFQ
        Background
        Scope
        Minimum Qualifications
        Fee Basis
        Schedule
        Proposal Evaluation
        Selecting a Consultant
        The Consultant's Viewpoint
        Short listing Firms
        Interviews
        Post-Interview Debriefing
        Negotiating Contracts
        Schematic Design
        Input, Review, and Decision Authority
        Products of Schematic Design
        Adjacency Matrix
        Circulation Diagrams
        Bubble Diagrams
        Concept Diagrams
        Building Diagrams
        Massing Models/Study Models
        Reviewing Schematic Design
        Final SD Review and Budget                   Reconciliation
        Design Development
        Refining the Plan and Budget
        Products of the Design Development      Stage
        Construction Documents
        Specifications
        Bid Packages
        Final Cost Estimates

Chapter 3

• Construction Administration
         Services in Construction Administration
         Services Provided Before Construction
         Bidding Assistance
         Bidding
         The Base Bid
         Add Alternates
         Deduct Alternates
         Contract Award
         Notice to Proceed
         Services in Construction Administration
         During Construction
         Site Visits
         Submittal Services
         Testing and Inspection
         Change Orders
         Requests for Information
         Interpretations and Decisions
         Project Closeout
         Final Payments 
         Construction Delivery Methodologies
         Introduction
         Design/Bid/Build
         Design/Build
         Construction Manager
         Construction Management/General Contractor
         Building Commissioning
         Agency Commissioning
         Contractor Commissioning
         Third-Party Commissioning

Conclusion

End Notes

Glossary

Appendices

Appendix A

• Understanding Design Documents

Appendix B

• Annotated Bibliography and Recommended Reading List

Appendix C

• AIA Defined Services

You Might Like This ...

	Doing Academic Planning edited by Brian P. Nedwek
	A Guide to Planning for Change edited by Donald Norris and Nick Poulton

About the Author

Phillip S. Waite—Waite focuses on the importance of partnership between users and architect. His book hold the key to open dialog by providing a methodology to follow that is clear, precise, and simple. He shows readers what to do. He points out what could hold us back, and demonstrates how to proceed in ways that result in a building with usable space. The outcome is learning and knowing a process that will serve for any building.