Standards of Professional Practice on Regular Design Services PDF

Standards of Professional Practice on Regular Design Services SPP Document 202 (Replacing the 1979 UAP Doc. 202) Scope of Services PROJECT DEFINITION PHASE This phase involves the definition of the requirements of the project by the Owner. The Architect in turn inf...

Standards of Professional Practice on Regular Design Services SPP Document 202 (Replacing the 1979 UAP Doc. 202) Scope of Services PROJECT DEFINITION PHASE This phase involves the definition of the requirements of the project by the Owner. The Architect in turn informs the Owner of the technical requirements of the project and the concomitant professional fees. In this phase, the Architect: Consults with the Owner to ascertain the conceptual framework and related requirements of the project Gathers relevant information and data leading to the definition of the requirements of the project, including the scope of the Architect’s services. Reviews and refines the owner’s space requirements and translates them into an architectural program. Prepares an initial statement of probable construction cost. Scope of Services SCHEMATIC DESIGN PHASE This phase consists of the preparation of schematic design studies derived from the Project Definition Phase, leading to conceptual plans. In this phase, the Architect: Evaluates the Owner’s program, schedule, budget, project site and proposes methods of project deliveries. prepares the initial line drawings representing design studies leading to a recommended solution, including a general description of the project for approval by the Owner. Submits to the Owner a Statement of the Probable Project Construction Cost (SPPCC) based on current cost parameters. Scope of Services DESIGN DEVELOPMENT PHASE This phase is based on approved schematics and conceptual plans. In this phase, the Architect: The Design Development documents consisting of plans, elevations, sections and other drawings. Outline specifications to fix and illustrate the size and character of the entire project as to type of materials, type of structural, electrical, mechanical, sanitary, electronic and communications systems. Diagrammatic layout of construction systems. An updated Statement of the Probable Project Construction Cost (SPPCC) for submission to the Owner. Scope of Services CONTRACT DOCUMENT PHASE This phase is based on the approved Design Development Documents. In this phase, the Architect: Prepares the complete Contract Documents consisting of detailed designs and construction drawings, setting forth in detail the work required for the architectural, structural, electrical, plumbing/ sanitary, mechanical, electronic and communication works prepared by the Architect and the respective professionals involved. Prepares Technical Specifications describing type and quality of materials, finish, manner of construction and the general conditions under which the project is to be constructed. Submits to the Owner seven (7) sets of all construction drawings and technical specifications for purposes of obtaining a building permit. updates the Statement of the Probable Project Construction Cost (SPPCC) based on changes in scope, requirements or market conditions. Assists the Owner in filing the required documents to secure Scope of Services BIDDING AND NEGOTIATION PHASE In this phase, the Architect: FOR DIRECT CONTRACTORS Prepares the Bid Documents such as forms for contract letting, documents for construction, forms for invitation and instruction to bidders, forms for bidders’ proposals, general / specific conditions of contract, etc. Assists the Owner from the early stage of establishing a list of prospective Contractors to awarding of the construction contract. Scope of Services BIDDING AND NEGOTIATION PHASE In this phase, the Architect: FOR COMPETITIVE BIDS Furnishes complete sets of the Bid Documents for purposes of bidding in as many sets as may be required to conduct a successful bidding. The said documents are loaned to bidders at an amount sufficient to cover direct and indirect costs attendant to the preparation, packaging, reproduction and delivery of the said documents. The Bid Documents are the intellectual property of the Architect (Sec. 33 of R.A. No. 9266), and must be returned by all entities acquiring bid documents. A bond may be required to assure the return of the Bid Documents. Helps in organizing and conducting pre-bid conferences Responds to questions from bidders Assists the Owner in obtaining proposals from Contractors, analyzes bid results and prepares abstract of bids, notice of award, notice to proceed and other construction contracts. Scope of Services CONSTRUCTION PHASE In this phase, the Architect: FOR COMPETITIVE BIDS Makes decisions on all claims of the Owner and Contractors on all matters relating to the execution and progress of work or the interpretation of the Contract Documents. Prepares change orders, gathers and turns over to the Owner written guarantees required of the Contractor and Sub- Contractors. Makes periodic visits to the project site to familiarize himself with the general progress and quality of work and to ascertain that the work is proceeding in accordance with the Contract Documents. Determines the amount owing and due to the Contractor and issues corresponding Certificates for Payment for such amounts based on his observations and the Contractor's Applications for Payment. Should more extensive inspection or full-time (8-hour) construction supervision be required by the Client, a separate full-time supervisor shall be hired and agreed upon by the Owner and the Architect subject to the conditions provided in Manners of Providing Services There are two ways by which the Architect may enter into contract with the Owner as the Lead Professional working with other professionals in the engineering and allied professions: A single contract between the Architect and Owner, and sub-consultancy contracts between the Architect and the other professionals working with the Architect. With the Architect and the engineering and allied professionals executing separate contracts with the Owner. The Architect does not assume any of the Project Classification Professional architectural work is classified in accordance with the degree of complexity and the creative skill required to meet the requirements of the Client within technical, functional, economic and aesthetic constraints. Based on these groupings, the corresponding scale of charges shall be prescribed in the Architect’s Guidelines to determine the fair remuneration to the Architect.  Project Classification GROUP 1 Buildings of the simplest utilization and character which shall include but not be limited to the following: Armories Hangars Parking Structures Simple Loft-Type Buildings Bakeries Industrial Buildings Printing Plants Warehouses Habitable Agricultural Manufacturing/Industrial Buildings Plants Public Markets Packaging and Processing Freight Facilities Plants Service Garages Other similar utilization type buildings  Project Classification GROUP 2 Buildings of moderate complexity of plan / design which shall include but not be limited to Art Galleries Postal Facilities the following: Nursing Homes City/Town Halls & Civic Centers Banks, Exchange and other Buildings Private Clubs Office Buildings/ Office Condominium College Buildings Park, Playground and Open-Air Publishing Plants Financial Institutions Convents, Monasteries & Seminaries Recreational Facilities Race Tracks Bowlodromes Restaurants / Fastfood Stores Residential Condominiums Correctional & Detention Facilities Call Centers Retail / Wholesale Stores Police Stations Court Houses/Halls of Justice Churches and Religious Facilities Schools Project Classification GROUP 2 Buildings of moderate complexity of plan / design which shall include but not be limited to the following: Dormitories Malls/Mall Complexes Shopping Centers Welfare Buildings Exhibition Halls & Motels & Apartels Display Structures Mixed Use Buildings Fire Stations Multi-storey Apartments Specialty Shops Showrooms/Service Laundries & Cleaning Centers Facilities Supermarkets/ Other buildings of Hyper-marts Libraries similar nature or use Serviced Apartments  Project Classification GROUP 3 Buildings of exceptional character and complexity of plan / design which shall include Aquariumsbut not be limited Telecommunication to the following:Buildings Laboratories/ Testing Facilities Public Health Centers Nuclear Facilities Convention Facilities Marinas and Resort Complexes Research Facilities Auditoriums Gymnasiums Medical Arts Offices & Clinics Stadia Airports/Wet & Dry Ports & Hospitals & Medical Buildings Terminals Theaters & Similar Facilities Mental Institutions Hotels Breweries Veterinary Hospitals Mortuaries Transportation Facilities & Systems Cold Storage Facilities Other buildings of similar nature or Observatories use Project Classification GROUP 4 Residences (single-detached, single-attached or duplex; row-houses or shophouses), small apartment houses and townhouses GROUP 5 Monumental buildings and other facilities Exposition & Fair & Monuments Buildings Museums Specialized decorative Buildings of similar buildings nature or use Mausoleums, Memorials, Project Classification GROUP 6 Projects where the plan / design and related Contract Documents are re-used for the repetitive construction of similar buildings without amending the drawing and the specifications GROUP 7 Housing Project involving the construction of several residential units on a single site with the use of one (1) set of plans / design, specifications and related documents GROUP 8 Projects involving extensive detail such as designs for built-in components or elements, built-in equipment, special fittings, screens, counters, architectural interiors (AI), and development planning and/or design Project Classification GROUP 9 Alterations, renovations, rehabilitations, retrofit and expansion / additions to existing buildings belonging to Groups 1 to 5 GROUP 10 The Architect is engaged to render opinion or give advice, clarifications or explanation on technical matters pertaining to architectural works Method of Compensation The Architect's compensation is based on the Architect's / architectural firm's talents, skill, experience, imagination, and on the type and level of professional services provided Method of Compensation MULTIPLE OF DIRECT PERSONNEL EXPENSES -This cost-based method of compensation is applicable only to non-creative work such as accounting, secretarial, research, data gathering, preparation of reports and the like. - This method of compensation is based on technical hours spent and does not account for creative work since the value of creative design cannot be measured by the length of time the designer has spent on his work. - The multiplier ranges from 1.5 to 2.5 depending on the office set-up, overhead and experience of the Architect and the complexity of the Project. Method of Compensation MULTIPLE OF DIRECT PERSONNEL EXPENSES FORMULA FOR MDPE Assume: A = Architect’s Hour / Rate C = Consultant’s Hour / Rate T = Rate per hour of Technical Staff AN, CN, TN = Number of hours spent by architect, consultant and technical staff M = Multiplier to account for overhead and reasonable profit. R = Reimbursable expenses such as transportation, housing and living allowance of Consultant, transportation, per diem, housing and living allowance of local consultants and technical staff if assigned to places over 100 km. from the area of operation of the Architect. Method of Compensation PERCENTAGE OF PROJECT CONSTRUCTION COST Percentage (%) of Project Construction Cost (PCC) The Architect's Fee based on the PPC shall be detailed in the Architect's Guidelines GROUP 1: 6% of Project Construction Cost GROUP 2: 7% of Project Construction Cost GROUP 3: 8% of Project Construction Cost GROUP 4: 10% of Project Construction Cost GROUP 5: 10% of Project Construction Cost Method of Compensation PERCENTAGE OF PROJECT CONSTUCTION COST GROUP 6: (REPETITIVE CONSTRUCTION) First Structure: Minimum Basic Fee Second Structure: 80% of Minimum Basic Fee Third Structure: 60% of Minimum Basic Fee Succeeding Structures: 40% of Minimum Basic Fee GROUP 7: (HOUSING PROJECT) 1 unit: Minimum Basic Fee (10% of PCC) 2-10 units: Minimum basic fee of first unit + 60% of minimum basic fee for additional units 11 or more units: Minimum basic fee of first 10 units + 30% of minimum basic fee of succeeding units Method of Compensation PERCENTAGE OF PROJECT CONSTUCTION COST GROUP 8: EXTENSIVE DETAIL 15% of Project Construction Cost GROUP 9: RENOVATIONS 150% of Minimum Basic Fee GROUP 10: EXPERT ADVICE Minimum of PHP200 per hour for rendering opinion, minimum of PHP500 per hour for expert testimony (witness) Other Conditions (Should be stated in contract) ARCHITECT’S FEE The Architect’s Fee is based on the Project Construction Cost. Where the Architect has to render additional services, additional compensation shall be required. OTHER SERVICES Other services that may be needed in order to complete the project such as services of acoustic and illumination engineers / specialists, mural painters, sculptors, and other service providers are to be recommended by the Architect for the Owner’s approval. Costs for these services are to be paid for separately by the Owner and shall be subject to a coordination fee payable to the Architect. SCALE MODELS, 3D MODELS, WALK THRU PRESENTATION Should a scale model, 3D models and/or walk-thru presentation of the architect’s design be necessary, they are to be recommended by the Architect for the Owner’s approval. Costs for these services are to be paid for separately by the Owner and shall be subject to a coordination fee payable to the Architect. Other Conditions (Should be stated in contract) PER DIEM AND TRAVEL EXPENSES A per diem plus traveling and living expenses shall be chargeable to the Owner whenever the Architect or his duly authorized representative is required to perform services at a locality beyond 50.0 kilometers (air, straight line or radial distance) from his established office as it appears in the Architect’s letterhead. EXTRA SETS OF CONTRACT DOCUMENTS The Owner shall pay the Architect for additional sets of Contract Documents. CHANGES ORDERED BY THE CLIENT If the Architect renders additional professional services due to changes ordered by the Owner after approval of the Architect’s outputs, the Owner shall pay the Architect for extra time, resources/ drafting, or other office expenses. Other Conditions (Should be stated in contract) WORK SUSPENSION OR ABANDONED If the work of the Architect is abandoned or suspended in whole or in part, the Owner shall pay the Architect for the services rendered corresponding to the amount due at the stage of suspension or abandonment of the work. DIFFERENT PERIODS OF CONSTRUCTION If portions of the building/s are erected at different periods of time, thus increasing the construction period and Architect’s burden of services, charges pertaining to services rendered during the Construction Phase shall be adjusted proportionately. When the suspension of construction exceeds a period of six (6) months, the fee for the remaining works shall be doubled. SERVICES OF SPECIALIST CONSULTANTS If the Owner requires the services of specialist consultants, they shall be engaged with the consent of the Architect. The cost of their services shall be paid for separately by the Owner and shall not be deducted from the Architect’s fee. Other Conditions (Should be stated in contract) SEPARATED SERVICES Should the Owner require the Architect to design movable or fixed pieces of cabinets and other architectural interior (AI) elements, site development plan (SDP) components, urban design elements, and other items of similar nature, the Owner shall pay the Architect in addition to the Architect’s fee. The compensation shall be based on the Project Construction Cost as provided for under SPP Document 203. ESTIMATES Any Cost Estimate submitted by the Architect can attain only a certain degree of accuracy. As the Architect has no control over the cost of labor and materials, or the many factors that go into competitive bidding, he does not assume any professional responsibility for such cost estimates, unless glaring errors or discrepancies are clearly evident. Other Conditions (Should be stated in contract) GOVERNMENT TAXES & SERVICES The Architect’s Fee is a net amount. Any tax (exclusive of income tax) that the national and/or local government/s may impose on the Architect as a consequence of the services performed for the project shall be paid by the Owner. OWNERSHIP OF DOCUMENTS All designs, drawings, models, specifications and other contract documents and copies thereof, prepared, duly signed, stamped and sealed and furnished as instruments of service, are the intellectual property and documents of the Architect, whether the work for which they were made is executed or not, and are not to be reproduced or used on other work except with a written agreement with the Architect (Sec. 33 of R.A. No. 9266). Other Conditions (Should be stated in contract) GOVERNMENT TAXES & SERVICES The Architect’s Fee is a net amount. Any tax (exclusive of income tax) that the national and/or local government/s may impose on the Architect as a consequence of the services performed for the project shall be paid by the Owner. OWNERSHIP OF DOCUMENTS All designs, drawings, models, specifications and other contract documents and copies thereof, prepared, duly signed, stamped and sealed and furnished as instruments of service, are the intellectual property and documents of the Architect, whether the work for which they were made is executed or not, and are not to be reproduced or used on other work except with a written agreement with the Architect (Sec. 33 of R.A. No. 9266). THANK YOU