W3-Development Process.pdf

WEEK 3: Development Process 02 April 2024 ARC3811ARCHITECTURAL PRACTICE Bachelor of Science in Architecture with Honours Semester 2 Session 2023/2024  5 ESSENTIAL PHASES DEVELOPMENT PROSES Phase 1 -...

WEEK 3: Development Process 02 April 2024 ARC3811ARCHITECTURAL PRACTICE Bachelor of Science in Architecture with Honours Semester 2 Session 2023/2024  5 ESSENTIAL PHASES DEVELOPMENT PROSES Phase 1 - PROJECT INITIATION 1 Owner’s objectives need statements, identification of stakeholders, time line, location and the preparation PROJECT INITIATION of project brief for the preliminary budget Phase 2 – PROJECT PLANNING PROJECT PLANNING 2 1. Appoint relevant consultants to plan, generate and procure all necessary documents and approval Phase 3 – PROCUREMENT/CONSTRUCTION PROCUREMENT/CONSTRUCTION 3 Construction and procurement of all necessary fittings and equipment. TESTING AND COMMISSIONING Phase 4 – TESTING AND COMMISSIONING 4 Handover for testing and commissioning to ascertain compliance to all objectives. PROJECT CLOSURE 5 Phase 5 – PROJECT CLOSURE Project Analysis and Report 2  ARCHITECT APPOINTMENT WHAT DO CLIENTS EXPECT FROM THE APPOINTED ARCHITECT? DEVELOPMENT PROSES ARCHITECT APPOINTMENT WHAT DO CLIENT EXPECT FROM THE APPOINTED ARCHITECT? The following are the typical skills expected of the architect: 1. Accurate analysis and interpretation of Project Brief 2. Workability of the design. 3. Production and coordination of all plans and specifications. 4. Technical accuracy of all documents. 5. Compliance to all relevant laws and codes. 6. Submission to all relevant authorities for approval. 7. Establish project time line to client's approval. 8. Exhibit Professional Competency as a Contract Administrator. 9. Prompt and timely response to matters relating to work. 10. Diligence, skillful and good judgment in evaluation of works.  The scope of services as prescribed under Architects BASIC SERVICES (Scale of minimum fees) Rules 2010 shall be for ANY or ALL of the phases: 1 2 3 4 5 a) take the Client’s a) develop a) prepare and finalize a) Perform all a) Issue certificate of Final Completion Stage Schematic Design Phase Design Development Phase Contract Documentation Phase Contract Implementation & Management Phase instructions & schematic design detailed drawings functions and duties completion analyze brief. drawings for other and all necessary under the terms and compliance b) prepare a consultants to particulars for bills of and conditions of (CCC) preliminary commence their quantities; the contract; b) Certify as-built conceptual work; b) Prepare tender b) Advise client on the drawings, submit sketch b) prepare working documents with appointment of the maintenance c) prepares sketch drawings for other consultants; site and the cost manual and designs for planning submission to LAs with c)Invite tender in c) provides information warranties to client approval. all the documents for collaboration and issue c)Issue certificate of d) prepare building approval with other consultants; instructions to the making preliminary c) Update the d) Evaluate and contractor; good defect estimates. preliminary est. of prepare report on d) review the works d) Prepare final construction costs tender results for program submitted account and issue e) prepare submission d) update the project submission and by the contract final certificate for drawings and other planning recommendation to period; payment to necessary documents to Local Authorities and implementation client; e) inspect the works contractor. schedule e) award the contract executed in DELIVERABLES accordance with the DELIVERABLES on behalf of the 1. Planning Permission DELIVERABLES client; prepare the building contract and 1. Issue CPC & Form A 1. Building Approval building contract to issue a certificate 2. Handover 2. Land conversion 2. Budget Approval documents, either of practical 3. Submit for G1-21 & F 3. Submission of Pre- 3. Project Schedule alone or in completion. 4. Issue CCC computation plan by Approval collaboration with 5. Submit A copy of other consultants. DELIVERABLES Land Surveyor to LA 4. Other CCC to LA & LAM 1. Execute Contact 4. Revised Estimates Consultants to DELIVERABLES 6. Asbuilts Drawings, 2. Setting Out based on Planning Complete their 1. Complete Tender Manuals and Warranty 3. Contract Bills copies to all relevant Permission works exercise 4. Payment Certifications Parties 5. Appointment of all 2. Award Contract relevant consultants 5. Work Certifications 7. Issue CMDG 3. Construction Drawings as necessary 6. Form G1 to G21 & F Certificate 4. Project Schedule 7. Release Half of Retention 6. Possible early start 8. Issue Final Payment 5. Site Staff Amount to Contractor work. 4 6. Notification to Start Work  PLANNING PERMISSION RELEVANT ACTS FOR PERMISSION TO DEVELOP SECTION/ re TITLE a) take Client’s instruction & CLAUSE Schematic Design Phase analyse brief. LAND MATTERS Sec 124 Conversion (Variation of Conditions , Restriction & Categories) b) prepare preliminary conceptual sketch National Land Code 1965 Sec 137 Subdivision c) prepare sketch designs for ( Act 56/ Act 828) Sec 142 Amalgamation planning approval. Sec 124A Simultaneous application for subdivision & Variation d) prepare preliminary Sec 204D Surrender or re-alienation estimates. PERMISSION TO DEVELOP 18 Use of land and buildings e) prepare submission drawings Town & country Planning Act 1976 19 Prohibition of development without planning permission and other necessary documents to Local Authorities (Act 172) 20 Prohibition of development contrary to planning permission 20A Duty to consult DELIVERABLES 21 Application for planning permission 1. Planning Permission & 21A Development proposal report FormA 21B Layout plans 2. Landconversion 21C Preparation of plan, etc., by a qualified person 3. Submission of Pre- 23 Appeal against decision of local planning authority computationplan by Land 24 Lapse of planning permission Surveyor to LA 25 Revocation and modification of planning permission and approval of building plans 4. Revised Estimates based 26 Offences relating to unauthorized development on Planning Permission 27 Enforcement in the case of contravention of section 19 5. Appointment of all 28 Enforcement in the case of contravention of section 20 relevant consultants as 29 Enforcement in the case of development that is inconsistent with modified planning necessary permission or approval of building plan 6. Possible early start work. 31 Execution by authorized person 31A Inconsistency between building by-laws and development plan Street, Drainage & Building Act 70A Earthworks 1974 76 Prohibition of building on insanitary ground ( Act 133)  PLANNING PERMISSION (cont’d) LEGAL PROVISIONS FOR THE REQUIREMENT TO a) take Client’s instruction & SUBMIT DEVELOPMENT PLANS FOR APPROVAL. Schematic Design Phase analyse brief. b) prepare preliminary conceptual sketch 1. Planning Permission Town and Country c) prepare sketch designs for Planning Act ( Act 172) planning approval. Subsection 2(1) & Subsection 19(1) d) prepare preliminary estimates. e) prepare submission drawings 2. Road and Drain Street, Drain and Building Act and other necessary 1974 (Act 133) documents to Local Authorities Subsection 9(1) DELIVERABLES 1. Planning Permission & 3. Building FormA 2. Landconversion Street, Drain and Building Act 1974 (Act 133) 3. Submission of Pre- Subsection 70(1) computationplan by Land Surveyor to LA 4. Revised Estimates based 4. Earthworks on Planning Permission Street, Drain and Building Act 1974 (Act 133) 5. Appointment of all Subsection 70A(1) relevant consultants as necessary 6. Possible early start work. OSC 3.0 PLUS PLANNING PERMISSION ( Cont’d) 2.2 Types of Development a) take Client’s instruction & Which Require Planning Schematic Design Phase analyse brief. Approval: b) prepare preliminary conceptual sketch 1. Work Operations c) prepare sketch designs for 2. Material Change of planning approval. d) prepare preliminary Use estimates. 3. Land Subdivision & e) prepare submission drawings Amalgamation and other necessary documents to Local Authorities DELIVERABLES 1. Planning Permission & Form A 2. Landconversion 3. Submission of Pre- computationplan by Land Surveyor to LA 4. Revised Estimates based on Planning Permission 5. Appointment of all relevant consultants as necessary 6. Possible early start work. OSC 3.0 PLUS PLANNING PERMISSION ( Cont’d) 2.3 Types of Development Which a) take Client’s instruction & Exempted From Planning Approval: Schematic Design Phase analyse brief. b) prepare preliminary conceptual sketch 1. Erection, Demolition, c) prepare sketch designs for planning approval. Reconstruction, or Alteration of d) prepare preliminary ONE Residential Unit. estimates. e) prepare submission drawings and other necessary 2. Erection, Demolition, documents to Local Authorities Reconstruction, or Alteration of DELIVERABLES ONE Light Industrial Building. 1. Planning Permission & FormA 2. Landconversion 3. Erection, Demolition, 3. Submission of Pre- computationplan by Land Reconstruction or Alteration of Surveyor to LA 4. Revised Estimates based Jointly Owned Strata Residential on Planning Permission Units. 5. Appointment of all relevant consultants as necessary 4. Alteration to Upgrade Building 6. Possible early start work. Façade. 5. Erection, Demolition, Reconstruction or Renovation of ONE Utility Unit.  BUILDING PLAN SUBMISSION, APPROVAL & START WORK RELEVANT ACTS FOR BUILDING PLAN APPROVAL SECTION/ ACT/BY-LAWS TITLE CLAUSE Relevant STREET, DRAINAGE & BUILDINGAct/law ACT Sec.9for Erection Privateof Building Person Making New Street a) develop schematic design Design Development Phase 1974 (Act 133) Sec.52 Prohibition against building unless provision made for drains and compliance with drawings for other any notice and order. consultants to commence PART I PRELIMINARY PART II STREETS Sec.70 Notice of new buildings. their work; PART III DRAINS Sec.70A Earthworks b) prepare working drawings for submission to LAs with all PART IV BACK-LANES Sec.74 Modification or Waiver of By-Laws the documents for building PART V BUILDINGS Sec.76 Prohibition of Building on Insanitary Ground approval PART VI MISCELLANEOUS Sec.80 Movable Shed Not to Be Erected Without Approval c) Update the preliminary est. PART VII BY-LAWS Sec.82 Hoarding to be set up during building operations of construction costs PART VIII REPEALS, TRANSITIONAL d) update the project planning PROVISIONS, ETC and implementation schedule UNIFORM BUILDING BY-LAWS (UBBL) 3. Submissions of plans for approval 18. Temporary permits. PART I PRELIMINARY 4. Return of plan. 19. Advertisement hoardings. DELIVERABLES PART II SUBMISSION OF PLANS FOR 5. Supervision of work. 20. Materials not to be deposited in a street 1. Building Approval APPROVAL 6. Plans to be signed. without permission. 2. Budget Approval PART III SPACE, LIGHT AND 7. Withdrawal or change of qualified person. 21. Notice of commencement or resumption of 3. Project Schedule Approval VENTILATION 8. Plans to be deposited in triplicate. building operations. 4. Other Consultants to PART IV TEMPORARY WORKS IN 9. Scale of plans. 22. Notice of completion of setting out. Complete their works CONNECTION WITH BUILDING 10. Plans required. 23. Notice of completion of excavation for OPERATIONS 11. Exemption from by-law 10. foundation. PART V STRUCTURAL 12. Sketch plans for approval in principle. 24. Certificate of fitness for occupation. REQUIREMENTS 13. Special permission to commence building 25A Certificate of completion and compliance. PART VI CONSTRUCTIONAL operations. 26. Temporary certificate of fitness for REQUIREMENTS 14. Plans of alterations. occupation. PART VII FIRE REQUIREMENTS 15. Specifications. 27. Partial certificate of fitness for occupation. PART VIII FIRE ALARMS, FIRE 16. Details and calculations of structural plans. 28. Offence under the Act. DIRECTION, FIRE EXTINGUISHMENT 17. Power of local authority to reject structural 29. Fees for consideration of plans and for AND FIRE FIGHTING ACCESS plans and calculations. permits. PART IX MISCELLANEOUS. OSC 3.0 PLUS BUILDING PLAN SUBMISSION, APPROVAL & START WORK Submission Check List a) develop schematic design Design Development Phase drawings for other consultants to commence their work; b) prepare working drawings for submission to LAs with all the documents for building approval c) Update the preliminary est. of construction costs d) update the project planning and implementation schedule DELIVERABLES 1. Building Approval 2. Budget Approval 3. Project Schedule Approval 4. Other Consultants to Complete their works OSC 3.0 PLUS BUILDING PLAN SUBMISSION, APPROVAL & START WORK Submission Procedure For Building Plan a) develop schematic design Design Development Phase drawings for other consultants to commence their work; b) prepare working drawings for submission to LAs with all the documents for building approval c) Update the preliminary est. of construction costs d) update the project planning and implementation schedule DELIVERABLES 1. Building Approval 2. Budget Approval 3. Project Schedule Approval 4. Other Consultants to Complete their works OSC 3.0 PLUS BUILDING PLAN SUBMISSION, APPROVAL & START WORK (cont’d) 4.4 OSC Committee Members 1. Chaired by Mayor 2. OSC Secretary 3. 21 Head of Departments 4. 4 Elected Councillors  BUILDING PLAN SUBMISSION, APPROVAL & START WORK (cont’d) GOING GREEN? GBI RATING SYSTEM GBI TOOLS – Green Building Index 1. Energy Efficiency (EE) reducing the strain on existing infrastructure a) develop schematic design Improve energy consumption by optimising building capacity. Design Development Phase drawings for other consultants to commence orientation, minimizing solar heat gain through the 4. Materials & Resources (MR) their work; building envelope, harvesting natural lighting, Promote the use of environment-friendly materials b) prepare working drawings adopting the best practices in building services sourced from sustainable sources and for submission to LAs with all the documents for building including use of renewable energy, and ensuring recycling. Implement proper construction waste approval proper testing, commissioning and regular management with storage, collection and re-use of c) Update the preliminary est. maintenance. recyclables and construction formwork and waste. of construction costs d) update the project planning 2. Indoor Environment Quality (EQ) 5. Water Efficiency (WE) and implementation schedule Achieve good quality performance in indoor air Rainwater harvesting, water recycling and water- quality, acoustics, visual and thermal saving fittings. DELIVERABLES comfort. These will involve the use of low volatile 6. Innovation (IN) 1. Building Approval 2. Budget Approval organic compound materials, application of quality Innovative design and initiatives that meet the 3. Project Schedule Approval air filtration, proper control of air temperature, objectives of the GBI. 4. Other Consultants to movement and humidity. Complete their works 3. Sustainable Site Planning & Management (SM) Selecting appropriate sites with planned access to public transportation, community services, open spaces and landscaping. Avoiding and conserving environmentally sensitive areas through the redevelopment of existing sites and brownfields. Implementing proper construction management, storm water management and OSC 3.0 PLUS BUILDING PLAN SUBMISSION, APPROVAL & START WORK (cont’d) 5.O KEYPROCESSES OF OSC 3.0 PLUS: a) develop schematic design Design Development Phase drawings for other Process 1: Collection of Technical consultants to commence their work; Information/Comments (Not b) prepare working drawings Mandatory) for submission to LAs with all the documents for building Process 2: Development Plans Assessments approval c) Update the preliminary est. Process 3: Start Work Notification of construction costs d) update the project planning and implementation schedule Process 4: Construction Site Monitoring and Interim Inspection DELIVERABLES Notification 1. Building Approval 2. Budget Approval Process 5: Stage I &Stage II of Final Notification 3. Project Schedule Approval 4. Other Consultants to Process 6: Deposit of CCC ( Form F) & Form G1 – G21 Complete their works OSC 3.0 PLUS BUILDING PLAN SUBMISSION, APPROVAL & START WORK (cont’d) a) develop schematic design Design Development Phase drawings for other consultants to commence their work; b) prepare working drawings for submission to LAs with all the documents for building approval c) Update the preliminary est. of construction costs d) update the project planning and implementation schedule DELIVERABLES 1. Building Approval 2. Budget Approval 3. Project Schedule Approval 4. Other Consultants to Complete their works  CONTRACT DOCUMENTATION & AWARD PAM 2006 (QTY) Architect’s role as the Contract Administrator PRE-CONTRACT PREPARATION. Key steps include: 1. the production, co-ordination and compilation of documents for the formation of and contract documents a) prepare and finalize detailed Contract Documentation Phase drawings and all necessary and contract bills particulars for bills of quantities; 2. Ensure the technical accuracy of all documents. b) Prepare tender documents with other consultants; c) Invite tender in collaboration 3. Establish tendering format ( eg. traditional method, softcopy Pdf, 2 parts system) with other consultants; d) Evaluate and preparereport 4. Review Estimated Project Delivery Time Line for the following: on tender results for i. Design Period submission and recommendation to client; ii. Approval Period e) award the contract on behalf iii. Tender Period of the client; preparethe iv. Contract Period building contract documents, either alone or in collaboration v. Commencement Date with other consultants. 5. Shortlist contractors for tender invitation DELIVERABLES 6. Tender clarification, evaluation and negotiation 1. Complete Tender exercise 2. Award Contract 7. Submit recommendation to Client for the selection of the Contractor 3. Construction Drawings 4. Project Schedule 8. Award the Contract. 5. Site Staff 9. Prepare checklist for documents to be submitted by contractor as Construction Execution Plan. 10. Advice Client on the appointment of site staff OSC 3.0 PLUS BUILDING PLAN SUBMISSION, APPROVAL & START WORK (cont’d) Process 3: Start Work Notification a) Perform all functions and Contract Implementation & Management Phase duties under the terms and conditions of the contract; b) Advise client on appointment of site and the cost c) provide information and issue instructions to the contractor; d) review the works programme submitted by the contract period; e) inspect the works executed in accordancewith the building contract and to issue a certificate of practical completion. DELIVERABLES Process 4: Notification for Interim 1. Execute Contact Inspection 2. Setting Out 3. Contract Bills 4. Payment Certifications 5. WorkCertification 6. FormB, G1 to G21 &F 7. Release Half of Retention Amountto Contractor PAM 2006 (QTY) CONTRACT IMPLEMENTATION & MANAGEMENT - Start Work A. KICK-OFF MEETING D. MACHINERIES AND EQUIPMENT i. Introductions i. Date of Mobilization ii. Executive Summary ii. Identification of Secure Service Yard iii. Scope and Deliverables iii. Calibration, Licenses and Permit a) Perform all functions and iv. Role and Responsibilities iv. Skid Tank Contract Implementation & Management Phase duties under the terms and conditions of the contract; v. Timelines – Work Programme b) Advise client on appointment E. RISK ASSESSMENT of site and the cost B. SITE HANDOVER i. Potential adverse social impact during c) provide information and issue instructions to the contractor; i. Site conditions (access, obstructions, construction period d) review the works programme inaccurate information) ii. Health, Safety & Environmental Impact submitted by the contract period; ii. Date of Site Possession iii. Identification of Potential Damages to e) inspect the works executed in iii. Setting out existing structure due vibration, accordancewith the building contract and to issue a iv. Record of Site Visit During Tender Stage excavation, demolition dewatering etc) certificate of practical v. Date of Commencement completion. iv. Dilapidation Survey ( if necessary) vi. First Record in Site Dairy DELIVERABLES vii. Insurances & Performance Bond 1. Execute Contact 2. Setting Out viii. Temporary Works 3. Contract Bills 4. Payment Certifications C. CONSTRUCTION DRAWINGS 5. WorkCertification i. Updated version ( Document Control 6. FormB, G1 to G21 &F 7. Release Half of Retention System) Amountto Contractor ii. Specifications iii. The contract documents (Unpriced) iv. Material Samples and Test Certificate PAM 2006 (QTY) CONTRACT IMPLEMENTATION & MANAGEMENT - Start Work The following are the typical obligations of the architect as a) Perform all functions and contract administrator: Contract Implementation & Management Phase duties under the terms and conditions of the contract; Obligation under OSC3.0 b) Advise client on appointment of site and the cost Plus: Process 3 c) provide information and issue – Start Work Notification instructions to the contractor; Submission of Form B d) review the works programme submitted by the contract notis mula kerja perlu period; dikeluarkan semasa dalam tempoh e) inspect the works executed in accordancewith the building dua belas (12) bulan daripada contract and to issue a tarikh KM diluluskan dan keperluan certificate of practical meneliti tempoh dua completion. belas (12) bulan daripada kelulusan pelan bangunan adalah tidak DELIVERABLES material dan tidak berbangkit 1. Execute Contact kerana tanpa KM yang 2. Setting Out sah,kerja bangunan tidak boleh 3. Contract Bills dimulakan. 4. Payment Certifications 5. WorkCertification 6. FormB, G1 to G21 &F 7. Release Half of Retention Amountto Contractor PAM 2006 (QTY) CONTRACT IMPLEMENTATION & MANAGEMENT- Monitoring Work CONTRACT MANAGEMENT VS CONSTRUCTION MANAGEMENT ARCHITECT manages the CONTRACT CONTRACTOR manages the CONSTRUCTION 1. Manage the delivery of the built asset/s 1. Work Scope - Start work (Cls 21.0) - Project Execution Plan (Cls 1.0, Cls 12.0, Cls14.0) a) Perform all functions and - Monitoring and tracking of Workprogress & quality 2. Work Quality Plan Contract Implementation & Management Phase duties under the terms and based on the contract provisions. - quantity and quality of works in accordanceto the conditions of the contract; b) Advise client on appointment (Cls1.0, Cls6.0, Cls 10.0, Cls 12.0, Cls 14.0) contract document ( QAQC Plan) (Cls 6.0) of site and the cost 2. Ensure the construction work on schedule - Accuracy of Works (Cls 5.0) c) provide information and issue - Monthly Progress Meeting and Detailed 3. Work Schedule & Monitoring ( Cls3.5) instructions to the contractor; Minutes (Cls 3.5) - Construction Management Team (Cls 8.0) d) review the works programme 3. Ensure obligation of the Employer are met 4. Construction Cost, Control & Financial Planning submitted by the contract - Valuation exercises (Cls 30.1) - Initial Budget period; - Issuing Certificates For Payment (Cls 30.1) - Project FinancialAnalysis e) inspect the works executed in - Insurance (Cls “”20.B & 20.C) - Source of Funds accordancewith the building contract and to issue a 4. Minimize risk - Cost Over run certificate of practical - Identify potential delay (Cls 22.0) - Cost Constraints completion. - Identify potential cost overrun - Procurement Method - Identify potential Quality issues 5. Resource Management ( the 4 Ms) DELIVERABLES - Identify potential Variation of works - Money 1. Execute Contact 5. Issue Instructions when necessary (Cls 2.0) - Material 2. Setting Out 6. Ensure compliance to all the conditions of contract - Manpower 3. Contract Bills (Cls 1.0, Cls 3.0, Cls 4.0) - Machineries 4. Payment Certifications 5. Issuing Certificate(s) for Extension of Time (Cls 23.4) 6. RiskAssessment ( Cls 18.0, Cls 19.0, Cls “”20.A 5. WorkCertification 6. Issuing Certificate fo Non Completion (Cls 22.1) - identification of risks ( Safety, Health & Environment) 6. FormB, G1 to G21 &F 7. Issuing Certificate of Practical Completion (Cls15.2) - evaluation of associated risks 7. Release Half of Retention 8. Issuing Certificate of Completion and Compliance - determination of appropriate control measures. Amountto Contractor 9. Issuing Certificate of Make Good Defect (Cls 15.6) 10. Final Account & Final Certificate. ( Cls 30.10, 30.14, 30.15, 30.16 & 30.17) Note: Clause 6.5 PAM 2006 (QTY) FINAL COMPLETION - Closing Work a) Issue certificate of completion Final Completion Stage and compliance (CCC) b) Certify as-built drawings, submit maintenance manual and warranties to client c) Issue certificate of making good defect d) Prepare final account and issue final certificate for payment to contractor. DELIVERABLES 1. Issue CPC 2. Handover 3. Submit for G1-21 &F 4. Issue CCC 5. Submit Acopy of CCCto LA& LAM 6. Asbuilts Drawings, Manuals and Warrantycopies to all relevant Parties 7. Issue CMDGCertificate 8. Issue Final Payment PAM 2006 (QTY) FINAL COMPLETION - Closing Work a) Issue certificate of completion Final Completion Stage and compliance (CCC) b) Certify as-built drawings, submit maintenance manual and warranties to client c) Issue certificate of making good defect d) Prepare final account and issue final certificate for payment to contractor. DELIVERABLES 1. Issue CPC 2. Handover 3. Submit for G1-21 &F 4. Issue CCC 5. Submit Acopy of CCCto LA& LAM 6. Asbuilts Drawings, Manuals and Warrantycopies to all relevant Parties 7. Issue CMDGCertificate 8. Issue Final Payment OSC 3.0 PLUS FINAL COMPLETION - Closing Work THANK YOU