CHAPTER 2 DESIGN PROCEDURES Table of Contents

Transcription

1 2.1 Prject Management CHAPTER 2 DESIGN PROCEDURES Table f Cntents 2.1 PROJECT MANAGEMENT GENERAL COMMUNICATION PLAN AND PROCEDURES INVOICING SCHEDULES DELIVERABLES DOCUMENT ORGANIZATION AND FORMAT GENERAL DRAWING AND DOCUMENTATION STANDARDS SPECIFICATION STANDARDS ROOM NUMBERING EQUIPMENT NAMING ADDENDA TBD EXISTING CONDITIONS GENERAL SITE CONDITIONS BUILDING CONDITIONS CALCULATION TEMPLATES ESTIMATING STANDARDS AREA AND VOLUME CALCULATIONS ENERGY/LIFE CYCLE COSTS SUSTAINABILITY QUALIFICATION GENERAL COMMISSIONING SUSTAINABILITY CERTIFICATION LESSONS LEARNED APPENDICES APPENDIX A- PROJECT MANAGEMENT PROCESS (2.1.2) APPENDIX B- DRAWING TYPE DESIGNATORS ( ) APPENDIX C- BUILDING ACRONYMS ( ) APPENDIX D- EQUIPMENT TYPE ACRONYMS ( ) APPENDIX E- PRELIMINARY DRAWING REQUIREMENTS APPENDIX F- DESIGN DEVELOPMENT DOCUMENTATION May,

2 2.1 Prject Management 2.1 PROJECT MANAGEMENT GENERAL The Design Team and Cnstructr will wrk primarily with the Prject Manager frm Clarksn Facilities. All input and crdinatin shall be cnducted thrugh the Prject Manager. Input during design will be generated by varius elements f the campus cmmunity, including Facilities and its allied departments. At award f the cnstructin cntract, a representative frm Facilities will versee the cntractr s wrk and crdinate the administratin f the cnstructin cntract. Rles and respnsibilities are defined in the Design Manual and prmulgated by Facilities. Terms such as Clarksn University," Clarksn, r the university" used in the Design Manual refer t Clarksn University Facilities (Prject Manager), especially when apprval permissin r cnsultatin is referenced. Refer t the chart belw fr the general flw f the Design Prcess at Clarksn University COMMUNICATION PLAN AND PROCEDURES Clarksn University fllws the prcedures fr design as utlined in the Design Manual. Prir t a prject being frmulated and assigned a prject number by Clarksn University, ften the university will develp a planning level package that develps scpe, feasibility, and prgramming fr a prpsed effrt. This effrt is geared t aid in the submissin f a prject as a part f Clarksn University s prject planning. Nrmally these effrts are spearheaded by a manager within Facilities. See als Pre-Design belw. Fr Capital Prjects, the prcess invlves 7 basic steps as utlined in the fllwing diagram. Schematic Design Preliminary Design Design Develpment Cnstructin Dcuments Bidding/ Prcurement Cnstructin Phase and Services Prject Clse-ut and Recrd Dcuments The Prject Manager will be the primary pint f cntact and crdinate develpment thrugh all stages f the prject. All nn-capital prjects will be executed per a prescribed management prcess. Refer t Appendix A. 20 May,

3 2.1 Prject Management Meeting Minutes The Design Team shall prvide meeting minutes fr all meetings during the design prcess. Typically, the prject will maintain recurring mnthly, bi-weekly, r weekly meeting, depending n the design develpment schedule. Meeting minutes shall be distributed t all invitees, but may include thers as requested. Minutes shall be prvided in an editable electrnic frmat, and saved fr recrd in PDF frmat. During the Cnstructin Phase the Design Team must schedule bi-weekly cnstructin prgress meetings in cnsultatin with the Prject Manager and Owner. The purpse f the meetings is t review prgress f the wrk during the previus week, discuss anticipated prgress during the fllwing weeks, and review critical peratins and ptential issues. All bjectins r crrectins are nted as such at the next prgress meeting r in writing t the Design Team. The minutes f the next Prgress Meeting shall reflect any bjectin r respnse frm the Design Team. The Design Team may transmit the agenda and minutes fr each prgress meeting using electrnic means as directed by Prject Manager Decisin-Making Decisin making as a part f the design prcess shall be facilitated by the Prject Manager and the Planner assigned t the prject. Ultimate authrity fr all decisins resides with the Directr f Facilities Day-t-Day Management f Prject The Prject Manager prvides all day t day management f the prject Issuance f Prject Number A three (3) digit prject number will be issued by Clarksn University. The prject number will be preceded by the (2) tw digit year f the prject s inceptin. The dated prject number is t be used in all dcumentatin (bth written and electrnic) and in the creatin f the drawings electrnic file numbers, see Date Prject Number INVOICING Prprtining f the A/E Fee and Payments shall be by phase and by deliverable. Invicing shall ccur as prescribed by the Prject Manager Alternates N additinal cmpensatin shall be made fr preparatin f alternates, unless the Owner prir t executin f the wrk apprves such additinal cmpensatin in writing Payments The Design Team shall use a frmat fr payments as prvided by Facilities. 20 May,

4 2.1 Prject Management Change Orders The Design Team cannt prceed n change rders withut the written authrizatin frm Clarksn. Change rders cannt be billed withut such authrizatin. All change rders shall be sequentially numbered when apprved. The revised cntract amunt shall be shwn n the invice alng with the riginal cntract amunt and the previus cntract amunt if mre than ne change rder. Invices shall fllw the same frmat as previusly described SCHEDULES The Design Team shall develp a prject schedule that details all design deliverables Cnstructin Phase During the Cnstructin Phase, the Design Team shall review and prvide infrmatin related t the reasnableness f the Cntractr/CM schedule fr executin. The Design Team shall wrk with the Prject Manager t accunt fr any variatins/cntract mdificatins that may be required DELIVERABLES General References: Design Manual Lcal Gverning Agency Dcumentatin Cnstructin Operatins Building Infrmatin Exchange: Quantities f dcumentatin will be determined by the prject manager. Prvide each dcument submissin in an electrnic frmat r as prescribed by the prject manager Beynd the requirements f the Design Manual, the university has submittal requirements in cnjunctin with the design phase f a prject and the Cnstructin Phase. These are detailed in the Design Manual and are partially indicated in the fllwing checklist: 20 May,

5 2.1 Prject Management Clarksn Design Submittal Checklist Item Schematic Design Schematic Re- Submit Preliminary Design Preliminary Re-Submit Wrking Drawings WD Re- Submit Building Permit Fire Alarm/ Sprinkler FA/Sprink. Re-Submit Basis f Design Narrative (with which University agrees) Prject Scpe Prfile (updated t reflect current scpe) Twn f Ptsdam Required Items (see als Design Manual) X X X X X X X X Cst Estimate prvided by Architect/Engineer X X X X X X Sils Reprt with Bring Lgs (prvided by University) X X Calculatins (1 cpy fr each discipline) X X X X X X X Drawings (WD and BP* Drawings must be sealed) X X X X X X X Bring Lgs (psted n drawings) X X X Shp Drawings (prvided by GC/CM/DB, with sealed review cver sheet) X X Equipment Cut Sheets X X Building Systems and Equipment Checklist X X Prject Manual, including: Prject-Specific IFB Ntice X X X Prject-Specific Bid Frm X X X General Cnditins X X X Instructins t Bidders X X X Other Standard Frms X X X Prject-Specific Technical Specificatin Sectins X X X Sils Reprt (cpy bund in Prject Manual) X X X Other Items (list belw): Stmt. f Struct. & Special Inspectins X X X 20 May,

6 2.1 Prject Management Clarksn Design Submittal Checklist Item Schematic Design Schematic Re- Submit Preliminary Design Preliminary Re-Submit Wrking Drawings WD Re- Submit Building Permit Fire Alarm/ Sprinkler FA/Sprink. Re-Submit Independent Cst Estimate prvided by University (CM Est. if CM, DB Cntract if DB) X X V.E. Study & Recmmendatins (Reprt & VE-1) X X Applicatin fr Building Permit Design Team Respnses t Twn f Ptsdam Review X X X X X Clarksn Additinal Required Items Prepped Transmittal_fr_Review X X X X X X X X X Departure frm the Clarksn Design Manual Lg/Matrix X X X X X X X X X Request fr Cde Mdificatin Matrix X X X X X X X X X LEED r Envisin Screcard Update with Backup Dcumentatin Prgram Re-Cnfirmatin (with Prject Scpe Prfile) Blcking and Stacking/Linkage-Adjacency Analysis Reference Master Plan Dcumentatin Cmpliance Check X X X X X X X X X X X X X X X X X X AARB Apprval (SD r PD and WD) X X X Updated Building Systems and Equipment Checklist X X Owners Perfrmance Requirements (OPR) (and revisins) X X X X X BOD/Actual Equipment Cut Sheets X X X X X Engineering Analysis & Calculatins Structural X X X X X Civil X X X X X 20 May,

7 2.1 Prject Management Clarksn Design Submittal Checklist Item Schematic Design Schematic Re- Submit Preliminary Design Preliminary Re-Submit Wrking Drawings WD Re- Submit Building Permit Fire Alarm/ Sprinkler FA/Sprink. Re-Submit Mechanical X X X X X Plumbing X X X X X Electrical X X X X X Fire/Life Safety X X X X X X X Accustics/AV X X X X X Net/Telecm X X X X X Lad Letters/Utilities Electric LL (Per Natinal Grid), Revised at PD X X Water Cnnectin (Per Village f Ptsdam), Revised at WD Sanitary Fixture Cunt/DU Cunt (Per Village f Ptsdam), Revised at WD X X X X Gas (Per Natinal Grid), Revised at WD X X Site Utility Ruting Diagram (Revised at PD) X X Health Department (Fd Service nly) X X Detailed List f Owner Prvided Items that Impact the Cnstructin/Design (Includes FF&E required) X X X X Cnslidiated Submittals List X X X X Cnslidated Bench/Attic Stck List X X X X Cnslidated Warrenty List X X Cnslidated Training Requirements List X X Cnslidated Planned/Designed Outages X X EIR X SWPPP X X NYSMP/NPDES/E&S Cntrls Permit Applicatin X X 20 May,

8 2.1 Prject Management Clarksn Design Submittal Checklist Item Schematic Design Schematic Re- Submit Preliminary Design Preliminary Re-Submit Wrking Drawings WD Re- Submit Building Permit Fire Alarm/ Sprinkler FA/Sprink. Re-Submit HAZMAT Survey Disclsure (Survey by University) X X X DEQ Frm 7/AST Back-up X X X Life Cycle Cst versus First Cst Analysis (CM/DB r A/E) X X X Additive Bid Items List (with Pririty and Order) X X X X CxA Issues Lg and Status X X X X X X ICE/CM: Schematic Estimates/DB: Prpsal Cst CM/DB: Risk Analysis Matrix X X X X CM/DB: VE Items List/Lg X X X X CM/DB: Design Review Cmments/Lg X X X X X GC/CM/DB: Phasing/Lgistics Plan (GC after Permit) X X X X CM/DB: Lng Lead Item Matrix X X X X CM/DB: Cnstructin Schedule X X X X X CM/DB: Site Specific Safety Plan X X X X CM: GMP/ICE: Final Estimate GC: Ntice f Intent t Award Cnstructin Cntract X X Nte: Unless therwise apprved by the Prject Manager r a Clarksn Frm is prvided, all parties shall utilize standard Twn f Ptsdam Frms fr all f the abve tasks that pertain. These frms can be fund at the fllwing tw links: Twn f Ptsdam Frms Center 20 May,

9 2.1 Prject Management Prgram Studies Prgram Studies refers t studies, effrts, and planning dne in rder t develp and rund ut the capital plan fr submissin. In rder t cnstruct this plan, the first step is t refer t Clarksn s Master Plan Dcument(s). Master Plan dcuments are peridically updated as needed by the university in cllabratin with cnsulting firms, under the directin f the Campus Planning prtin f Facilities. Prgram Studies are executed t define the scpe, schedule, and budget fr a ptential capital prject at the university. Design firms are ften prcured fr these studies thrugh term cntracts that the university already has established. Deliverables fr Prgram Studies include: Prject justificatin narrative Cnceptual cst estimate Massing studies Review and validatin f deferred maintenance (if applicable) Site analysis Utility crdinatin planning Phasing/sequencing/schedule plan The Campus Planning prtin f Facilities will versee and direct a prgram study. A specific scpe, details and requirements will be develped fr each study Pre-Design Pre-design is the activities that ccur prir t the executin f the design f a particular prject that has been apprved/authrized by the NYS and Clarksn University fr executin. Prir t the start f design, the Design Team must furnish a planned design schedule, a prpsed fee allcatin and a clear understanding f the scpe f services fr the prject. These are part f the A/E services cntract. As a part f the Pre-Design Phase, the Design Team shall prvide the university with a reprt n the existing cnditins, as well as any absent investigatins that are t ccur in subsequent phases. Refer t Sectin 2.3 Existing Cnditins in the Design Manual fr additinal requirements. It is during this phase that the final design services cntract is develped and finalized. The Design Team shall ensure that they have a full understanding f the varius respnsibilities and typical cntract mechanisms used as it relates t specialty cnsultants. Clarksn may chse t acquire certain independent services as they apply t the prject. These services may include but are nt limited t; Cmmissining Agent (CxA) Services, independent f the prime Design Team cntract. Getechnical Engineering Services Engineering and Materials Testing Services AV Cnsultant Services Estimating Services Clarksn Term Cnsultant Services 20 May,

10 2.1 Prject Management If Clarksn des nt acquire thse independent cnsultants they will direct the design team t d s r pt t have the Design Team prvide thse services, if applicable Prgram Verificatin The Prgram Verificatin Phase applies t all prjects that are inferred by a prgram study. The A/E team shall review and clarify the accuracy and apprpriateness f the findings utlined in the Prgram Study. Stake hlders, user grups, and campus persnnel shall be fully invlved in this prcess. The final reprt will utline any changes in prgrammatic needs, test results, existing cnditins, r intended use fr all areas in the Prgram Study Schematic Design Refer t the Apprpriate Jurisdictin (Twn, Village, etc.) fr requirements fr submittal f dcumentatin at the Schematic Design phase. The Design Team shall prvide items as utlined in the Design Submittal Checklist, refer t , and thse listed belw as applicable; The A/E shall visit the site and ascertain pertinent lcal cnditins which must be addressed in the design. As part f the required services, it is the A/E s respnsibility t verify the cnfiguratins, lcatins, dimensins, sizes and cnditins f all areas impacting design cnsideratins. T minimize the risk during cnstructin f uncvering cnditins that are nt as shwn n the dcuments and delaying prject prgress, the University shuld cnsider and evaluate the advice f the A/E t cnduct additinal investigatin, verificatins r checks t verify existing cnditins. A listing f any and all deviatins frm the Design Manual fr apprval by the university, if applicable. Such deviatins require a narrative justificatin fr each deviatin prvided by the Design Team. A listing f any and all deviatins frm the cde fr review by the university, if applicable. The Design Team shall prepare a justificatin in accrdance with the Design Manual and the NYS Cde fr each deviatin. If agreed upn by the university, the Design Team shall prepare a cde waiver fr submissin t the apprpriate jurisdictin. If requested prvide a LEED (r Envisin) checklist fr the prject as it is understd with backup dcumentatin. Prvide a tabular prgram recnfirmatin. Deviatin frm the prgram as it was established by the university prir t Schematic Design shall require a narrative r ther justificatin n the part f the Design Team. Prvide blcking/stacking and linkage/adjacency analysis infrmatin. The Design Team shall determine the best way t present this infrmatin in crdinatin with the university. Prvide cnfirmatin and reference infrmatin related t applicable areas f the Clarksn University Master Plan. The Design Team shall prvide a narrative and/r depictins n hw this prject fits within the larger cntext f the campus in terms f the Master Plan. It must be made clear that the Design Team has carefully analyzed the Master Plan and incrprated the applicable elements int the prpsed design. Prvide an anntated cpy f the Owners Perfrmance Requirements. This dcument shall fllw a standard template (AASHRAE Guideline 0) and indicate the perfrmance measures fr the prject. This dcument will be initially drafted by the independent CxA if there is ne as a part f the prject; therwise, drafting f the dcument shall be dne by the Design Team. Prvide any and all calculatins, by discipline, used in the design t this stage. Prvide an Electrical Lad letter in the frmat used by the applicable utility fr the site/campus. 20 May,

11 2.1 Prject Management Prvide an anntated diagram that indicates desired utility ruting n the site f cnstructin. As directed by the university, prvide life-cycle cst analysis fr elements f the design. Prvide the CxA issues lg and status reprt with anntatins frm the Design Team, when CxA services are prvided fr a prject. Prvide a recnciled cpy f the estimate as executed by an independent cst estimatr r the CM (in additin t the Design Team s recnciled cst estimate), if applicable. Fr CM/D-B prjects prvide a cpy f the risk analysis matrix in crdinatin with the university at an rder f magnitude level. Fr CM/D-B prjects, prvide a cpy f the anticipated cnstructin schedule Preliminary Design References: Refer t the lcal jurisdictin fr submittal requirements if necessary at the Preliminary Design phase In additin t these requirements, the Design Team shall prvide the fllwing items as a part f the Preliminary Design Submittal (packaged separately frm, but at the same time as the items abve): Submit a revised Basis f Design Narrative. The narrative shall describe the prject scpe, the functinal and peratinal criteria t be met, the justificatin fr the decisins r chices made, and any prpsed deviatins frm the standards required by the Design Manual. Cmplete the Building Systems and Equipment Checklist. The A/E shall prepare a preliminary design estimate in accrdance with Sectin 5.4. Submit a value engineering study and agency recmmendatins. Submit a getechnical reprt that includes bring lgs, getechnical analysis and fundatin design recmmendatins. Submit ne cpy f calculatins fr each discipline. Indicate design criteria, ladings, assumptins, evaluatins and cmparisns f alternative systems, cst factrs and ther cnsideratins which supprt the systems selected and shwn n the drawings. Preliminary drawings shall include, but nt be limited t, the fllwing infrmatin unless such infrmatin is nt applicable t the prject. (See Appendix E, sectin fr sheet details.) General Requirements Site Drawings Demlitin Drawings Architectural Drawings Furnishing/Equipment Drawings Structural Drawings Fire Prtectin Infrmatin Plan and Calculatins. Prvide the fllwing as a minimum t demnstrate cmpliance with the cde Plumbing Drawings Mechanical (HVAC) Drawings Electrical Drawings (Pwer and lighting plans may be cmbined if submittal clearly cnveys required infrmatin.) Additinal Requirements f the Preliminary Design A listing f any and all deviatins indicated in the design, frm this design manual fr apprval by the university, if applicable. Such deviatins require a narrative justificatin fr each deviatin prvided by the Design Team, beynd thse previusly apprved. 20 May,

12 2.1 Prject Management A listing f any and all deviatins indicated in the design, frm the cde fr review by the university, if applicable. The Design Team shall prepare a justificatin in accrdance with (IAW) the Design Manual and the NYS Cde fr each deviatin. If agreed upn by the university, the Design Team shall prepare a cde waiver fr submissin t Twn f Ptsdam, beynd thse previusly apprved. Prvide an anntated and updated cpy f the design issues identified by the university and/r Twn f Ptsdam in prir design submissins, with lcatins t find reslutins within the design submittal. Cmments and reslutins are t be segregated int reslved and unreslved issues in the lg/cmment sheet, as determined by the university. Prvide a LEED (r Envisin) checklist fr the prject, as it is understd, with backup dcumentatin. In additin, demnstratin f submissin f the LEED design submittal credit apprvals shall be prvided when required. Prvide a tabular prgram recnfirmatin based upn the design as it is understd. Deviatin frm the prgram as it was established by the university prir t Schematic Design shall require a narrative r ther justificatin n the part f the Design Team. Prvide blcking/stacking and linkage/adjacency analysis infrmatin. The Design Team shall determine the best way t present this infrmatin in crdinatin with the University. Prvide cnfirmatin and reference infrmatin related the applicable Clarksn University Master Plan(s). The Design Team shall prvide a narrative and/r depictins n hw this prject fits within the larger cntext f the campus in terms f the Master Plan. It must be made clear that the Design Team has carefully analyzed the Master Plan and incrprated the applicable elements int the prpsed design. Prvide an updated and revised cpy f the Owners Perfrmance Requirements. This dcument shall fllw a standard template (AASHRAE Guideline 0) and indicate the perfrmance measures fr the prject. Prvide a cpy f infrmatin as it relates the Basis f Design f any majr cmpnent. Items such as cutsheets, standard details and drawings, and peratins infrmatin shall be prvided fr review by the university. Prvide an initial furniture design and layut. Such layuts and designs shall be clsely crdinated and apprved by the Clarksn Interir Design staff. Prvide a cpy f any and all calculatins, by discipline, used in the design t this stage. Prvide an Electrical Lad letter in the frmat used by the applicable utility fr the site/campus. Prvide water cnnectin infrmatin in the frmat used by the applicable utility fr the site/campus. Prvide a sanitary fixture cunt/husing unit cunt in the frmat used by the applicable utility fr the site/campus. Prvide a Gas Lad letter in the frmat used by the applicable utility fr the site/campus, if applicable. Prvide a revised anntated diagram that indicates desired utility ruting n the site f cnstructin. Prvide infrmatin fr the Health Department in the frmat used by the applicable utility fr the site/campus, if applicable. Prvide a detailed listing, n behalf f the university, f the wner-prvided items that affect the prject. This includes but is nt limited t the furnishing, fixtures and equipment t be prvided. Prvide a cnslidated listing f all submittals indicated in the prject manual in a frmat acceptable t the university. Prvide a listing and indicatin f the anticipated bench/attic stck (if any) fr the prject. Prvide an Envirnmental Impact Reprt in accrdance with state and federal requirements. Prvide a strmwater pllutin preventin plan (if applicable) in accrdance with state and federal requirements. Prvide a NYS Strmwater Management Prgram and Ersin and Sediment Cntrl Permit applicatin fr the prject. 20 May,

13 2.1 Prject Management Prvide a recmmendatin fr the Hazardus Materials disclsure statement based upn the Hazardus Materials survey infrmatin prvided by the university. Prvide infrmatin t supprt air permitting by the university fr any emitting device in the prject and/r infrmatin t supprt strage tank permitting in accrdance with state and federal law. As directed by the university, prvide life-cycle cst analysis fr elements f the design. In D-B and CM prjects this is t be dne in cnjunctin with the cnstructin executin prtin f the team. Prvide a listing f prpsed Additive Bid items in the design, with applicable pririties. Prvide the CxA issues lg and status reprt with anntatins frm the Design Team, when CxA services are prvided fr a prject. Prvide a recnciled cpy f the estimate as executed by an independent cst estimatr r the CM (in additin t the Design Team s recnciled cst estimate), if applicable. Fr CM/D-B prjects prvide a cpy f the risk analysis matrix in crdinatin with the university. This risk shuld allw fr an understanding f the impact in terms f weeks f time r in terms f the nearest hundred dllars f expense. Prvide a VE Items listing using the applicable frm. Fr CM/D-B prjects, prvide a cpy f the updated anticipated cnstructin schedule. Fr CM/D-B prjects, prvide a cpy f the phasing/site lgistics plan created by the cnstructin executr. Prvide a listing f any lng lead item (in excess f 10% f the anticipated cnstructin duratin) fr the prject. This listing shall include anticipated time fr prcurement, delivery and installatin, as well as the latest date f rder t meet the anticipated cnstructin schedule critical path requirements. Fr CM/D-B prjects, prvide a cpy the site specific safety plan fr review Design Develpment Dcumentatin References: Refer t the lcal jurisdictin fr submittal requirements if necessary at the Design Develpment phase. In additin t these requirements, the Design Team shall prvide the fllwing items as a part f the Design Develpment Phase (packaged separately frm, but at the same time as the items abve): Calculatins: Prvide a cpy f the cmpleted design calculatins f each discipline t the Clarksn Facilities. (See Appendix F, sectin fr calculatins details). Calculatins shuld include but are nt limited t: Structural Calculatins. Plumbing Calculatins. Fuel Gas Calculatins. HVAC Calculatins. Energy Cnservatin Calculatins. Electrical Calculatins. Submit Wrking Drawings: Wrking drawings shall include but nt be limited t the fllwing infrmatin. (See Appendix F, sectin fr sheet details) General Requirements. Title Sheet(s) Site Drawings Site/imprvement plan & cmpsite utility plan minimum fr new cnstructin and additins; shall be based n an apprved cmprehensive Master Plan. 20 May,

14 2.1 Prject Management Demlitin Drawings Furnishing/Equipment Plans Structural Drawings Fire Prtectin Infrmatin Plan and Calculatins. Access Cntrl Systems (Security). Plumbing Drawings (including maintenance drawings) Mechanical (HVAC) Drawings (including maintenance drawings) Electrical Drawings (including maintenance drawings) Cntrl Systems In additin t the requirements listed abve, the Design Develpment Phase Dcumentatin will include all dcumentatin required in the Preliminary Design , as required, as well as but nt limited t: Prvide cnfirmatin and reference infrmatin related t the applicable Clarksn University Master Plan(s). The Design Team shall prvide a narrative and/r depictins n hw this prject fits within the larger cntext f the campus in terms f the Master Plan. It must be made clear that the Design Team has carefully analyzed the Master Plan and incrprated the applicable elements f thse plans in the design presented. Prvide an updated and revised cpy f the Owners Perfrmance Requirements. This dcument shall fllw a standard template (AASHRAE Guideline 0) and indicate the perfrmance measures fr the prject. Prvide an updated cpy f the Building Systems and Equipment Checklist as prvided by Clarksn. Prvide air-flw drawings and diagrams fr all mechanical systems. Prvide a cpy f any and all calculatins, by discipline, used in the design t this stage. Prvide infrmatin fr the Health Department in the frmat used by the applicable utility fr the site/campus, if applicable. Prvide a detailed listing, n behalf f the university, f the wner prvided items that affect the prject. This includes but is nt limited t the furnishing, fixtures and equipment t be prvided. Prvide a cnslidated listing f all submittals indicated in the prject manual in a frmat acceptable t the university. Prvide a listing and indicatin f the anticipated bench/attic stck (if any) fr the prject. Prvide a listing f all warranties t be prvided as a part f the prject t the university. Prvide a listing f all training t be prvided as a part f the prject t the university. Prvide a listing f all required/planned/anticipated utages related t the cnstructin f the prject Cnstructin Dcumentatin References: Refer t Chapter f the Design Manual fr infrmatin regarding Prject Recrd Dcumentatin. The fllwing services, described in the General Cnditins f the Cnstructin Cntract, shall be prvided by the A/E f recrd and shall nt be delegated t thers unless specifically apprved by the Directr f Facilities: - Attend precnstructin meeting - Make design changes required by uncvered hidden cnditins - Interpret plans & specificatins 20 May,

15 2.1 Prject Management - Where the dcuments specify r shw a means, methd, sequence, technique r prcedure, determine acceptability f substitute means, methds, sequence, techniques r prcedures prpsed by the Cntractr - Prvide additinal details as necessary t clearly describe what is required t be cnstructed - Prepare and issue r validate all Field Orders and all University directed and/r authrized Change Orders invlving any matters r items f technical nature which affect the integrity f the exterir architectural, structural r fire safety systems r which affect the integrity r peratin f the mechanical, plumbing, r electrical systems. - Clarify discrepancies in dcuments - Review and apprve submittals - Reject nn-cnfrming submittals including Sprinkler Shp Drawings & Submittals. - Furnish apprved cpies f Sprinkler submittals t the Reginal Fire Marshal s Office. - Verify cnfrmance f submittals with Plans and Specificatins - Apprve r reject alternate r substitute materials prpsed by Cntractr - Apprve r reject equipment and materials prpsed by Cntractr - Reslve cnflicts between manufacturer installatin instructins vs. Plans and Specificatins - Advise n acceptable prcedures where installatin instructins are nt prvided - Apprve r reject Cntractr s prpsed mdificatins t structural and ther building systems - Advise Owner n technical matters related t the prject - Cnduct precnstructin meeting - Cnfirm in writing, all verbal rders given by the A/E t the Cntractr and/r Prject Inspectr - Transmit Owner s Orders t Cntractr - Review Cntractr s Schedule f Values, cntinuatin sheets, and apprve fr acceptable level f breakdwn, acceptable allcatin f csts, prper listing f Unit Price wrk shwn n the Bid Frm, and separate listing f Change Order csts. - Verify quantities f unit price wrk and prepare Change Orders as apprpriate fr quantities actually perfrmed r incrprated in the Wrk. See elsewhere in this manual fr Change Order prcedures. - Review prpsed wrk plan & schedule - Review schedule fr adequate time t review submittals - Review/recmmend apprval f prject CPM schedule per the General Cnditins f the Cnstructin Cntract - Reprt n Cntractr adherence t schedule - Review/apprve prgress graph - Apprve Cntractr s prpsed type f temprary heat as it may affect prtectin f cnstructin - Advise Owner n cnstructin matters related t the prject - Make site visits and prvide written reprt - Determine prgress and quality f the Wrk - Recmmend suspensin f Wrk - Inspect/spt check Wrk fr cnfrmance with the Cntract Dcuments and the cdes and installatin / wrkmanship standards therein. (e.g. reinfrcing clearances and laps per ACI; ductwrk cnfrming t SMACNA; wiring cnfrming t NEC; etc.) - Nte and reprt defects and deviatins in the Wrk - Identify t Prject Inspectr any specific checks r inspectins t be made as the Wrk prgresses including what t lk fr - Require defective Wrk t be remved and redne - Reject inferir r pr wrkmanship - Reject Wrk which des nt cnfrm t Cntract Dcuments requirements - Require Cntractr t make repairs r changes deemed necessary 20 May,

16 2.1 Prject Management - With Owner s apprval, suspend Wrk which depends n nn-cnfrming Wrk until an acceptable crrectin r replacement is prvided by the Cntractr - Apprve repair/restratin f damaged wrk - Inspect rf and advise when ready fr rf survey - Apprve Schedule f Values frmat, cntent and breakdwn. - Review Schedule f Values pay request vs. wrk dne & materials stred & certify amunt. - Certify mnthly pay requests. The university, at its sle discretin, may pt t nt have the Design Team certify pay requests and apprve the schedule f values - Review Cntractr requests/claims fr extensin f time - Review Cntractr claims fr extras - Verify Prject is ready fr substantial cmpletin inspectin prir t actual inspectin - Cnduct Substantial Cmpletin Inspectin and prepare punchlist - Cmplete and sign Certificate f Substantial Cmpletin - Cnduct Final Cmpletin Inspectin - Cmplete and sign Certificate f Cmpletin - Crdinate Operatin & Maintenance Manuals and ther prject clseut dcuments & submit t Owner - Prepare Recrd Drawings During a prject the Design Team shall maintain a recrd cpy f the fllwing items, t be prvided t the university: Submittals, including shp drawings Change rders, Architects Supplemental Instructins, Bulletins, and similar dcuments. Testing recrds, abatement reprts Dcumentatin, including apprved submittals, f prject "piggy-back" cntracts fr Fixtures, Furnishings, and Equipment (Design Manual, Chapter ) All CM RFPs and respnses Any and all inspectin reprts Meeting Minutes Bid prcess dcuments, cntracts (as per state req.) Revisins t Drawings r Specificatins and any addendums Envirnmental Impact Statements, Getechnical Reprts, Strm Water Management Plans, and Site utilities survey infrmatin Prject Recrd Dcumentatin Prject Recrd Dcumentatin includes the cmplete and frmal dcumentatin f the prject. Of critical cncern is the recrd drawings and specificatins, but the dcumentatin includes ther items as well. The university requires that the Design Team shepherd this prcess t cnclusin and deliver all Prject Recrd Dcumentatin, as indicated belw, in a timely manner. It is nted that the Design Team may r may nt be the riginatr r primary caretaker f these dcuments, but it is still the respnsibility f the Design Team t ensure that these dcuments are prperly btained, catalged, cllated, and prvided. Prject Recrd Dcumentatin shall be prvided in electrnic frmat in tw manners (except as nted belw). First, the dcuments shall be prvided in an Adbe Prtable Dcument Frmat (PDF), replicating the printed recrd derived directly frm the sftware r surce derived. If it is nt pssible t derive a PDF directly frm the editable versin, prvide a scanned cpy in PDF frmat. Secndly, the dcuments shall be prvided in their riginal editable 20 May,

17 2.1 Prject Management frmat; the riginal editable frmat must be cmpatible with Clarksn s sftware (see belw). Editable files shall be bundled t include all external references and bjects. The Design Team shall prepare recrd drawings shwing the as-built cnditins, lcatins and dimensins based n the cntractr s as-built set f drawings and specificatins, and ther data furnished by the cntractr t the Design Team Recrd Drawings and Specificatins References: Nte that this sectin f the Design Manual des nt accunt fully fr current technlgy and recrds strage that is utilized by the university. It remains a requirement f the university t prvide a hard-cpy deliverable, which is stamped Recrd Drawings / Recrd Specificatins, and recnciled with the cntractr s field infrmatin. Additinal university requirements fr full prject Recrd Drawings and Specificatins are included in the Design Manual. The fllwing utlines the prcedure that the university fllws fr the develpment f Prject Recrd Drawings and Specificatins: The Design Team shall btain a cpy f the cntractr s as-built drawings frm the field at substantial cmpletin. Prir t develping the recrd drawings, the Design Team shall scan in the cntractrs asbuilts int Adbe PDF, and catalg the drawings clearly. The A/E shall then prvide tw DVD/CD r Memry Stick media cpies f these drawing files t the university. These shall nt be a replacement fr Final Recrd Drawings t be prvided in Aut CAD frmat. Based n all f the prject dcumentatin cllected in the Cnstructin Phase and the cntractr s asbuilts, the Design Team shall draft a set f prject recrd drawings and specificatins. Upn cmpletin f draft recrd drawings and specificatins by the Design Team, the Design Team shall prvide tw paper cpies t the university fr review. When the cmpleted draft recrd drawings and specificatins are returned t the university, the reviewer will either accept r reject them. If they are rejected, the unaccepted dcuments will be reprted fr additinal revisins and returned t the Design Team fr a secnd draft recrd drawings and specificatins dcument release. Fllwing university reviews, incrprating cmments, and upn final acceptance by the university, prvide: Hard Cpy: ne signed and sealed cpy f final Recrd Drawings n Mylar, ne full size signed and sealed cpy f final Recrd Drawings n standard white bnd paper, ne signed and sealed cpy f final Recrd Specificatins n standard white bnd paper. Electrnic Cpy: tw (2) CD/DVD media cpies f : ne set f files in an editable design sftware frmat that Clarksn uses (see belw) and ne in Adbe PDF, replicating the printed recrd drawings and specificatins derived directly frm the design sftware. All editable design files shall be bundled t include all external references and bjects. The specific requirements f the accepted drawings and specificatins fr Clarksn's use are as mandated by the Design Manual Additinal Prject Recrd Dcumentatin The Design Team shall ensure that in additin t the Prject Recrd Drawings and Specificatins, the fllwing items are prvided t the university: 20 May,

18 2.1 Prject Management Prvide the final apprved and certified LEED (r Envisin) checklist fr the prject with all backup dcumentatin. Inclusive in this is a cpy f any and all certificatin paperwrk, certificates, r acknwledgements frm the applicable rating agency. Prject warranties manuals Prject Operatins and Maintenance (O&M) manuals A cpy f all ther recrds maintained by the Design Team during the Cnstructin Phase in electrnic frmat All prject submittal dcumentatin shall be prvided bth electrnically and in riginal frmat. 2.2 DOCUMENT ORGANIZATION AND FORMAT GENERAL Prject dcuments cme in numerus frmats. It is nted that these requirements primarily pertain t printed drawings and specificatins DRAWING AND DOCUMENTATION STANDARDS Drawing Frmat and Organizatin It is the plicy f Clarksn University that the Design Team use Cmputer Assisted Drawing (CAD) r Building Infrmatin Mdeling (BIM) sftware t develp drawings fr all capital utlay building and infrastructure prjects. Fr nn-capital utlay prjects, the primary means f develping drawings shall be CAD, but ther methds may als be cnsidered at the directin f the Prject Manager. The fllwing frmatting guidelines shall be fllwed in the preparatin and delivery f drawings: Drawing Sets shall be landscape layut riented s that the rientatin f gegraphic nrth remains cnsistent thrughut the plans. Sheet Size: Prefered sheet size is 24 x 36 Title Sheet: The title sheet shall include the Clarksn lg, as prvided in Clarksn s Graphic Identity Manual fund at The title sheet shall als cntain the name, address, phne number, fax number, and address f the Design Team and any cnsultants used n the prject. Title Blck: The Design Team may use their standard title blck, prvided it cntains the fllwing minimum infrmatin: Primary Design Team firm name and sub-cnsultant Design Team, if applicable Prject name (shall match the title f the prject n the Prject Authrizatin) Clarksn Prject number: as issued by Clarksn. Gegraphic lcatin (shall be the street address f the site) Campus name (Abbreviatins: HILL - Hill Campus; DWTN - Dwntwn Campus; BECN - Beacn Institute; TRUD Trudeau Institute; CUCR Clarksn University Capital Regin Campus) 20 May,

19 2.2 Dcument Organizatin and Frmat Date drawing was cmpleted/apprved/ready fr bid. Revisin blck (indicate revisin issue, revisin made by, revisin date, revisin apprved by, and revisin descriptin; blck shall include at least 6 lines fr revisins) Scale f drawing, unless nted under each detail Sheet number and drawing number (see belw) Building Acrnym, see Appendix C (2.6.3) Area large enugh fr Design Team s signature and seal Drawing Arrangement and Number References: The university s drawing numbering system must be used fr all drawings. Details f Clarksn s drawing numbering systems are included belw: Drawing Type Drawing Number Each Prpsed and Wrking Drawing Sheet will have a unique fur (4) r five (5) character number cntaining ne (1) r tw (2) letters fr the drawing type and three (3) digits fr the drawing number with a dash in between. The Drawing type will have the fllwing Level1 r Level1 & 2 discipline designatrs (as they are applicable t the type f prject). (surce; Natinal CAD Cde). Drawing Types will be arranged in the rder listed belw by their level 1 Designatr and subsequent Level 2 Designatr: Level 1 Designatr Example f Level 1 & 2 Designatr G General A All Architectural H Hazardus Materials AS Architectural Site V Survey/Mapping AD Architectural Demlitin C Civil AE Architectural Elements L Landscape AI Architectural Interirs S Structural AF Architectural Finishes A Architectural AG Architectural Graphics I Interirs Q Equipment F Fire Prtectin P Plumbing M Mechanical E Electrical W Distributed Energy T Telecmmunicatins 20 May,

20 2.2 Dcument Organizatin and Frmat R X Z O Resurce Other Disciplines Cntractr/Shp Drawings Operatins Fr cmplete list f Level 1 and 2 Designatrs refer t Appendix B (2.6.2) The Drawing Number is the three digit page r sheet number (surce; Natinal CAD Cde). 000 series General (symbls legend, ntes, etc.), withut exceptin indexes will start with series Plans (hrizntal views) 200 series Elevatins (vertical views) 300 series Sectins (sectinal views, wall sectins) 400 series Large-Scale Views (plans, elevatins, stair sectins, r sectins that are nt details) 500 series Details 600 series Schedules and Diagrams 700 series User Defined (fr types that d nt fall in ther categries, including typical detail sheets and single line diagram sheets) 800 series User Defined (fr types that d nt fall in ther categries) 900 series 3D Representatins (ismetrics, perspectives, phtgraphs) Electrnic Drawing Dcuments References: Refer t Sectin f the Design Manual fr deliverable requirements fr electrnic dcuments. Design Team firms shall use Natinal CAD Standards and The Unifrm Drawing System, which includes the accepted CAD layer guidelines. If using BIM, the Natinal BIM Standard must be used. The university currently uses AutCAD (current editin) as its editable drawing frmat. Additinally, ArcGIS is used fr utility and bundary related infrmatin. The university uses Revit as its BIM sftware package. Clarksn requires that electrnic drawing files must be in a frmat n lder than tw versins befre the latest release (e.g. if the current sftware release date is 2012, the file frmat must be 2010 r later) Bid Dcuments References: Design Manual, Sectin At the time f bid advertisement, prvide ne electrnic cpy n DVD/CD r Memry Stick Media and 2 paper cpies f bid drawings t the university. 20 May,

21 2.2 Dcument Organizatin and Frmat Drawing Prcedures Drawing Release Prcedure All fields in the title blck area f the drawing are t be cmpleted. A cmprehensive descriptin f the prject and drawing title is mandatry fr dcumentatin and future reference Drawing Revisin Prcedure Any changes shall be made t the riginal drawing; include a descriptin f the revisin in the revisin area f the title blck SPECIFICATION STANDARDS Crdinatin Specificatins shall be crdinated s that issues are mitigated and cnflicts are avided Frmat and Cntent Frmat The fllwing guidelines must be adhered t in the frmatting f prject specificatins: Use the Cnstructin Specificatins Institute (CSI) MasterFrmat, 2004 Editin, fr all specificatins. The frmat shall be cnsistent thrughut the entire specificatin. The university currently uses Micrsft Office (current editin) as its editable specificatin frmat. Specificatin dcuments shall be prvided in electrnic frmat in tw manners (except as nted belw). First, the dcuments shall be prvided in an Adbe PDF. Secndly, the dcuments shall be prvided in their riginal editable frmat, in a frm that is cmpatible with Clarksn s sftware. Editable files shall be bundled t include all external references and bjects. Each Sectin (each majr CSI divisin shall be a separate sectin) shall end with "END OF SECTION XX XX XX t indicate that this is the last page f the Sectin. Each page f the Sectin shall have the Sectin number and page number (sequentially numbered) centered at the bttm f the page Prhibited Language The fllwing wrds, phrases, and clauses are expressly prhibited: The nte "by thers" r Nt in Cntract (NIC), unless agreed upn by the university. If there is wrk t be perfrmed by thers, r utside f the prime cntract, name the specific cntractr r agent t prvide the item. When referring t Clarksn University, use f the terms "Owner", "University", r Clarksn are acceptable. 20 May,

22 2.2 Dcument Organizatin and Frmat Specificatins Specificatins shall be n 8 1/2" by 11" sheets with bid sets preferably printed n bth sides f the sheet. Fnt size shall be suitable fr micrfilming r scanning and shall nt be smaller than 10-pint fnt size. The table f cntents pages shall be dated with the same date as the drawings and shall be sealed and signed. The Prject Manual shall include: Table f Cntents Ntice f Invitatin t Bid Instructins t Bidders Prebid Questin Frm Bid Frm Standard Bid Bnd Frm abve the level determined by Clarksn General Cnditins f the Cnstructin Cntract Supplemental General Cnditins, if applicable Cntract Between Owner and Cntractr Wrkers Cmpensatin Insurance Certificate Standard Perfrmance Bnd Standard Labr and Material Payment Bnd Change Order blank Schedule f Values Existing Testing and Inspectin Reprts List f Drawings Structural and Special Inspectins List Divisin 1 - General Requirements, Special Cnditins, etc. Technical Specificatins Technical Specificatin Sectins shuld, where pssible, be subdivided int the Part I - General, Part II - Prducts, Part III - Executin frmat. 20 May,

23 2.2 Dcument Organizatin and Frmat ROOM NUMBERING General The numbering f rms at the inceptin f a prject, thrugh cnstructin, and int cmmissining f a building has a lasting effect n the building after cnstructin has cncluded. Rm numbers are utilized t track the lcatin f furnishings, space cntrl, and the allcatin f future prgram space by the Prject Manager and/r Clarksn University Representative. Fire prtectin systems (inclusive f fire alarm layuts and prgramming), electrical systems (inclusive f panel schedules), and mechanical maintenance wrk must be crdinated using the apprpriate rm numbers. Punch-lists are develped based upn the rm numbers that are prvided in the plan set. Once in peratin, general maintenance, energy management systems, husekeeping services, key cntrl, husing rm number assignments, telecmmunicatins, and emergency respnse services depend upn an accurate rm numbering system. Likewise, the registrar utilizes these numbers t enable the scheduling f classes and academic activities. Als, student life, recreatin, athletic, and ther activities depend upn the use f accurate and useful rm numbers fr the scheduling f the numerus activities that g n at Clarksn University. It is hped that thrugh this prcedure Design Team firms will have enugh guidance t anticipate these needs and assign prper rm numbers as a matter f curse. Nte that this prcedure is nt all encmpassing, but is intended t prvide guidance in the develpment f the rm numbering and applicable signage fr any particular building that may be designed. Design Team firms are respnsible fr discussing, crdinating, and validating the rm numbering f any particular building with the planning prject manager thrugh the design prcess Prcedure References: Fr signage related t rm numbering, refer t Chapter 3.2 Interir Space Standards in the Design Manual. During the design phase, the Prject Manager will prvide guidance t the Design Team regarding the assignment f rm numbers. The Design Team shall review this dcument with the Prject Manager and/r Clarksn University Representative prir t the establishment f rm numbers fr the preliminary drawings. Rm numbers will cnsist f (4) fur numbers, with a single letter prefix and/r a single letter suffix when required, as indicated in the diagram belw. Letter Prefix use as needed Fur Digit Letter Suffix use as needed 20 May,

24 2.2 Dcument Organizatin and Frmat Rm Numbers in New Building/Area Cnstructin Rm numbers in new building/area cnstructin will cnsist f (4) fur numbers, with a single letter prefix and/r a single letter suffix when required, as indicated belw. The prefix will be a letter indicating the rm/area type in Public and Facilities & Services areas, reference chart Rm/Area Prefix Chart. If n prefix is needed leave blank. D nt use i r t avid cnfusin with ne and zer. The first number f the 4 digit number will indicate the building flr r level. The secnd number f the 4 digit number will indicate the building area; the building area may reference sectins, wings, r special use areas within r areas related t the prject. The building area will be determined by the Prject Manager and/r Clarksn University Representative prir t the establishment f rm numbers. The third and furth numbers f the 4 digit number will indicate the rm. The suffix will be a letter indicating rms adjacent t r part f cmmn areas r rms, fr example separate bedrms within an apartment r smaller ffices within ne larger ffice area. When needed suffixes will be assigned beginning with A and cntinue arund the area frm left t right beginning at the entrance. If n suffix is needed leave blank. D nt use i r t avid cnfusin with ne and zer. Rfs will use the designatr RF (with the F Prefix) fllwed by the flr level f the rf, fr example FRF Rm Numbers in Apartment/Husing Cmplexes with Multi-sectinal Buildings Rm numbers in apartment/husing cmplexes with mre than ne multi-sectinal building with the same r similar names, fr example Wdstck Village Apartments, will cnsist f (4) fur numbers, with a single letter prefix and/r a single letter suffix when required, as indicated belw. The prefix will be a letter indicating the rm/area type in Public and Facilities & Services areas, reference chart Rm/Area Prefix Chart. If n prefix is needed leave blank. D nt use i r t avid cnfusin with ne and zer. The first number f the 4 digit number will indicate the building number. The secnd number f the 4 digit number will indicate the building area; the building area may reference sectins, wings, r special use areas within, r areas related t, the prject. The building area will be determined by the Prject Manager and/r Clarksn University Representative prir t the establishment f rm numbers. The third number f the 4 digit number will indicate the flr. The furth number f the 4 digit number will indicate the rm. The suffix will be a letter indicating rms adjacent t r part f cmmn areas r rms, fr example separate bedrms within an apartment r smaller ffices within ne larger ffice area. When needed suffixes will be assigned beginning with A and cntinue frm left t right beginning at the entrance. If n suffix is needed leave blank. D nt use i r t avid cnfusin with ne and zer. Rfs will use the designatr RF (with the F Prefix) fllwed by the flr level f the rf, fr example FRF Rm Numbers in Apartment/Husing Cmplexes withut Multi-sectinal Buildings 20 May,