Designers’ Manual Overview and Chapter Contents

1. Designers’ ManualOverview and Chapter Contents Training Session for LGIs June 20, 2018

2. 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.

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

4. 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

5. 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

6. 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

7. 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

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

9. Chapter 2:DESIGNER AGREEMENTSAND PAYMENTS 2.01 STANDARD FORMS OF AGREEMENTAnDATTESTATION FORM 2.02 STANDARD FORM OF AGREEMENT BETWEEN OWNER AND DESIGNER 2.03 STANDARD FORM OF SUPPLEMENT TO AGREEMENT BETWEEN OWNER AND DESIGNER

10. Chapter 2:DESIGNER AGREEMENTSAND 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

11. 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

12. 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

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

14. Section 4.02:SELECTED STANDARD DOCS 00 00 01 Project Title Page 00 11 16 Invitation to Bid00 11 19 Request for GMP00 11 19 Invitation to Bid – Non-Construction 00 41 13 Bid Form 00 41 63 Bid and Agreement Form – Non-Construction

15. Section 4.02:SELECTED DOCS (continued) 00 42 23 GMP Summary00 42 71 GMP List of Trade Subcontracts00 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

16. 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

17. Section 4.02:SELECTED DOCS (continued) 01 74 00 Cleaning and Waste Management 01 78 01 Closeout Submittals01 78 02 Closeout Submittals 01 91 13 Commissioning01 91 23 Performance Testing Identification Form01 91 26 Performance Testing Procedures Form01 91 29 Functional Performance Test Certification

18. Section 4.02:SELECTED DOCS (continued) 07 50 35 Existing Roofing System Warranty 07 50 36 Total Roofing System Warranty07 61 02 Twenty Year Total Metal Roofing System Warranty

19. 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

20. 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

21. 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

22. 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

23. 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

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

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

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