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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.

$32 USD Member/$40 USD Nonmember, ©SCUP 2005
ISBN 0-9700413-7-3

Table of Contents

Foreword
Acknowledgements
Preface

Chapter 1	The Pre-Design Planning Process Introduction Establishing the Project Planning Committee Project Origination Strategic Initiatives Master 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

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About the Author

Phillip S. Waite—Phil 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.

If You Like This Book

We recommend the following books:
Doing Academic Planning
Guide for New Planners

Contact Info

For questions about ordering, payment, and/or order status, contact Tanya Dabney at 734.998.7832 or info@scup.org.

For questions about submitting a manuscript, contact Terry Calhoun, SCUP director of media relations and publications, at 734.998.7027 or terry.calhoun@scup.org.

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