Designers’ Manual Overview and Chapter Contents Training Session for LGIs June 20, 2018

PURPOSE: Help Develop and Execute Projects CHAPTER 1: INTRODUCTION 1.01 PURPOSE The Designers’ Manual provides standards, criteria, and guides for the development and execution of capital projects pursued under State Building Commission Authority. …augments but does not replace …the SBC-6 Standard Form of Agreement between Owner and Designer.

OWNER INFORMATION: System or Campus Specific Contact information Coordination with City/Campus utilities Staff contact information Local plans review process Team roles Plans rooms locations/contacts/website links Campus-specific payment processes Deliveries to campus Other as needed Requirements related to traffic, parking, and pedestrians circulation at and around construction site Template provided for LGIs to modify as desired.

Chapters: Sequenced Like a Project Chapter 1: Introduction Chapter 2: Designer Agreement and Payments Chapter 3: Design Chapter 4: Project Manual Guide Chapter 5: Procurement Chapter 6: Construction Chapter 7: Closeout and Record Documents

Appendices: Project Admin Guidance and Tools Appendix 1: Administrative Forms Appendix 2: Standard Bidding and Construction Documents Appendix 3: System or Campus Specific Guidelines and Requirements

Chapter 1: INTRODUCTION 1.01 PURPOSE 1.02 ORGANIZATION 1.03 REVISIONS 1.04 THE STATE AS OWNER 1.05 STATE ORGANIZATION REFERENCE LIST 1.06 SELECTION OF DESIGNER

Chapter 1: INTRODUCTION 1.01 PURPOSE 1.02 ORGANIZATION 1.03 REVISIONS 1.04 THE STATE AS OWNER 1.05 STATE ORGANIZATION REFERENCE LIST 1.06 SELECTION OF DESIGNER

Chapter 1: INTRODUCTION (continued) 1.07 OVERVIEW FLOW CHART FOR DESIGN/BID/BUILD PROJECTS 1.08 ELECTRONIC SIGNATURES, COUNTERPARTS, AND PHOTOCOPIES

Chapter 2: DESIGNER AGREEMENTS AND PAYMENTS 2.01 STANDARD FORMS OF AGREEMENT AnD ATTESTATION FORM 2.02 STANDARD FORM OF AGREEMENT BETWEEN OWNER AND DESIGNER 2.03 STANDARD FORM OF SUPPLEMENT TO AGREEMENT BETWEEN OWNER AND DESIGNER

Chapter 2: DESIGNER AGREEMENTS AND PAYMENTS (continued) 2.04 ADDITIONAL SERVICES PROVIDED UNDER AGREEMENTS 2.05 REIMBURSABLE EXPENSES INCURRED UNDER AGREEMENTS 2.06 PAYMENTS TO DESIGNERS 2.07 EXAMPLE INVOICE FORMATS

Chapter 3: DESIGN 3.01 GENERAL 3.02 REGULATORY 3.03 OWNER consultant reviews 3.04 HIGH PERFORMANCE BUILDING REQUIREMENTS 3.05 SPACE EFFICIENCY AND COST ANALYSIS

Chapter 3: DESIGN (continued) 3.06 PROGRAM PHASE 3.07 SCHEMATIC DESIGN PHASE 3.08 DESIGN DEVELOPMENT PHASE 3.09 CONSTRUCTION DOCUMENT PHASE 3.10 FURNITURE, FIXTURES, AND EQUIPMENT (FF&E) ADDITIONAL SERVICES

Chapter 4: PROJECT MANUAL GUIDE 4.01 GENERAL 4.02 INSTRUCTIONS FOR SELECTED STANDARD DOCUMENTS (listed on next slide) 4.03 SPECIFICATIONS INSTRUCTIONS

Section 4.02: SELECTED STANDARD DOCS 00 00 01 Project Title Page 00 11 16 Invitation to Bid 00 11 19 Request for GMP 00 11 19 Invitation to Bid – Non-Construction 00 41 13 Bid Form 00 41 63 Bid and Agreement Form – Non-Construction

Section 4.02: SELECTED DOCS (continued) 00 42 23 GMP Summary 00 42 71 GMP List of Trade Subcontracts 00 42 75 GMP Disclosure of General Conditions 00 61 43 Three Year Roof Bond 00 72 13 General Conditions of the Contract for Construction 00 72 13.2 Supplementary Conditions – Demolition Requirements

Section 4.02: SELECTED DOCS (continued) 01 11 00 Summary 01 21 13 Allowances 01 21 15 List of Allowances 01 22 13 Unit Prices 01 22 15 List of Unit Prices 01 23 00 Alternates 01 57 23 Temporary Storm Water Pollution Control

Section 4.02: SELECTED DOCS (continued) 01 74 00 Cleaning and Waste Management 01 78 01 Closeout Submittals 01 78 02 Closeout Submittals 01 91 13 Commissioning 01 91 23 Performance Testing Identification Form 01 91 26 Performance Testing Procedures Form 01 91 29 Functional Performance Test Certification

Section 4.02: SELECTED DOCS (continued) 07 50 35 Existing Roofing System Warranty 07 50 36 Total Roofing System Warranty 07 61 02 Twenty Year Total Metal Roofing System Warranty

Chapter 5: PROCUREMENT 5.01 CONSTRUCTION PROCUREMENT DELIVERY METHODS 5.02 INITIATION OF THE BIDDING PHASE 5.03 PRE-BID CONFERENCE AND ADDENDA 5.04 BID TAB (TABULATION) PREPARATION 5.05 BID OPENING PREPARATION

Chapter 5: PROCUREMENT (continued) 5.06 BID OPENING 5.07 COMMUNICATION OF APPARENT RESULTS 5.08 DISPOSITION OF BIDS 5.09 AWARD OF CONTRACT 5.10 DESIGNER EVALUATION FOR DESIGN AND BIDDING PHASES

Chapter 6: CONSTRUCTION 6.01 APPLICABILITY TO NON-CONSTRUCTION PROJECTS 6.02 PRE-CONSTRUCTION CONFERENCE 6.03 NOTICE TO PROCEED and CONTRACT TIME 6.04 Logs, Progress Observations, and Field Reports

Chapter 6: CONSTRUCTION (continued) 6.05 Initial SUBMITTALS 6.06 RESPONSE EXPECTATIONS: 6.07 Allowances AND Unit Price BASED ALLOWANCES 6.08 PLANNING FOR CHANGES IN WORK 6.09 Subcontractor REPLACEMENT 6.10 Designer’s Order for a Minor Change

Chapter 6: CONSTRUCTION (continued) 6.11 Request for Proposal (RFP) 6.12 Claims and Proposals 6.13 Amendments 6.14 CHANGE ORDERS AND DIRECTIVES 6.15 CM/GC Contingency, Reserve Funds, and Pushes 6.16 CONTRACTOR APPLICATIONS FOR PAYMENT

Chapter 6: CONSTRUCTION (continued) 6.17 PROGRESS MEETINGS 6.18 PRE-CLOSE-OUT SUBMITTALS 6.19 SUBSTANTIAL COMPLETION 6.20 modifications after substantial completion

Chapter 6: CONSTRUCTION (continued) 6.21 FINAL INSPECTION 6.22 Contractor’s record documents and data binders 6.22 DESIGNER EVALUATION FOR CONSTRUCTION PHASE

Chapter 7: CLOSEOUT AND RECORD DOCUMENTS 7.01 final payment to contractor 7.02 Designer’s RECORD Drawings, Information, and Instructions 7.03 ONE-YEAR CORRECTIVE INSPECTION