AIA Document D200 Project Checklist - ARE Forum
AIA Document D200Project ChecklistPROJECT NAME:PROJECT NUMBER:DATE:THE AMERICAN INSTITUTE OF ARCHITECTS-
Introduction ;L‘2 m0”h .fis:50‘%i232-c‘- ljQ.‘i; .z .sa -s8 Bg%“ii3-LOP)z 0.0p, t ta 22 .u2-e:4 s-xcax0 it.2.E 0 EThe Project Checklist is a project managementtool (seeThe Architect’s Handbook of Professional Practice underProject Management). Some items may be inapplicable toa particular project, owner or architectural firm. Conversely, additional items may be required for a particularproject, owner or firm.This list assumes the use of standard AL4 documents andMASTERSPEC@.If the project requirements preclude use ofAL4 documentsor MASTERSPEC , the Checklist mayrequire some alteration in terminology.The Project Checklist is a workbook that is intended to beused in its original form by the purchaser. Unlike other AL4documents that have “filLin” areas and’are sold with a limited license for reproduction, D200 does not carry any suchlicense, and is not intended for reproduction in any form.Copyright 1973, 1982,01995 by The American Institute of Architects, 1735 New York Avenue, N.W!,Washington, D.C. 200065292. Any further or secondary reproduction of any material herein or substantial quotation herefrom, storage in a retrievalsystem or transmission for reproduction in any form by any means, without the written permission of the AIA, violates thecopyright laws of the United States and will subject the violator to legal prosecution.
Table of Contents1PRE-DESIGN. .3Project Feasibility.Project PresentationPre-ContractProject AdministrationProject Programming2.SITE ANALYSISSite Evaluation .Envirorimental Impact ReportPermits N7915.OR NEGOTIATIONCONSTRUCTION36I9.2 IADMINISTRATIONSERVICESAIA DOCUMENTD200 . !‘KOJE(:I’CHE :KI.IS’f l 19% Ei)t’llO . ALA * 6, I%li * ‘II II: A\ lXI(:A.S 125’1’l7’1 “IXOF ARCHITECTS. l-5SEX’ YORK .QJlXl’F. s w:. W.HISGI’OS.1) (:. I(ilKlh-il9l- WARNING:Unlicensedphotocopyingviolates U.S. copyrightlaws and will subject the violator to legal prosecution.2327D200--19951
PROJECT NAME:PROJECT NUMBER:1. PRE-DESIGN: Project FeasibilityD Determineif the Owner is financially sound.D Determineproject.if the Owner is committedD Determinethe impact of the following factors on project ViewslTransportationlParkinglSupport serviceslSecurityRequest informationof theon the following:lRegulatory constraintslVarianceslSpecial permitslSpecial interest groupslDeed restrictionslPending use controlslRetroactive controlslSpecial site constraintsDetermineto completiongeneral time schedule for:lProject authorizationlProject staffinglDesignlCost estimatinglFinancinglDocumentationlDesign review/quality controllPermit processinglPhasinglSpecial-orderlConstructionlData and security hook-uplMove-inlTest operationslRental/sales/leasingfurnishingsand equipmentIdentify special financial possibilitiesD Analyze real estate market:lAbsorptionratelCapture L4'-01995lTHEAMERKANINSTIlIJTEOFARCHIIECTSI NEWYORKAVENUE,N.W,W&HINGTON,D.C.2000 5292 l WARNING:Unlicensedphotocopyingviolates U.S. copyrightlaws and will subject the violator to legal prosecution.D200--19953
PROJECT NAME:PROJECT NUMBER:DD4D200-1995lMarket rentlCost and income projectionsDevelop estimates for total project cost including:lPropertylSurvey and soil reportslSite preparationlPredesign and ompensationlSpecial consultantslOn-site improvementslOff-site onlTenant slSecuritylLandscapinglProperty taxeslInsurancelMortgage loan feeslInterim loan feeslInterest paymentslClosing costslPost-design serviceslLeasing agent feeslSales commissionlContingencysystemsallowancesDevelop estimates for annual project operatingexpenses including:lDebt servicelUtilitieslFacilities glExterior maintenancelProperty taxesAIA DOCUMENTD200 * PROJECT CHECKLIST * 1995 EDITION - MA* * 01995 * THE AMERICAN INSTITUTEOF ARCHITECTS, 1735 NEW YORK AVENUE. N.W. WASHINGTON, D.C. 20006-5292 l WARNING:Unlicensedphotocopyingviolates U.S. copyrightlaws and will subject the violator to legal prosecution.
PROJECT NAME:PROJECT NUMBER:DlInsurancelAccounting feeslSecuritylInflation elop estimates for gross rental, lease or sale income including:lSpace or function typeslSquare footagelIncome per square footlVacancy rateD Prepare cash flow statementDObtain special tax considerations,lTax incentiveslBuilding depreciationlFurniture/equipmentlDeferred taxeslInterest deductionslCapital gainif any, including:depreciationAIADOCUMENTD200l PROJECTCHECKLIST’1995EDI’iTON*AIA”’01995OF ARCHITECTS, 1735 atesU.S. copyrightlaws and will subjectlTHEAMERICANINSTITLJT'E20006-5292the violator* WARNING:Unlicensedto legalPrOSSCUtiOn.D200-19955
PROJECT NAME:PROJECT NUMBER:DIdentify project team and what presentationwill play.D Identify Owner team personnelrole each memberand roles.D Submit project questionnaireto Owner.D Identify Owner requirementsthe presentation.and address prior toDPrepare agenda and story boards for presentation.DIdentify presentationDsite and configuration:lLightinglOutlets-howlExisting projectionlTablelSeatinglSizelNatural lightlBlinds/curtainslSpecial equipmentlScreen type and sizemany-wherecapabilitiesDecide on idesformat and media for this project:lOverhead projectionlVideolComputer-CAD-transportIf presentationlequipmentis out of the of&e, determineequipmentrequired:Slide or overhead projection0 Extra lamp0 Different lens0 50’ extensioncord0 Extra slide tray0 Extra support(for height adjustment)0 Need to bring screenlComputer0 Outlet type0 Enlargementcapability for projection0 Table for support60200-1995AIA DOCUMENTOF ARCHITECTS,photocopyingDBrief participantsDSet time limit on presentation.on dress, speaking roles and seating.DRequest debriefing-bespecific.D200 l PROJECT CHECKLIST l 1995 EDITION * MA’ l 01995 . THE AMERICAN INSTITI:TE1735 NEW YORK AVENUE, N.W, WASHINGTON, DC. 20006.5292 l WARNING:UnlicensedviolatesU.S. copyrightlaws and will subjectthe violatorto legalproeecution.
PROJECT NAME:PROJECT NUMBER:D Verify your ability to meet the professional liability insurance andlicensing requirements of the project locality.D Determinebasis of services:lBasic services agreementlDesignatedlInterior design services mentservices agreementagreementD Determine what constitutes additional or supplementalbasic services agreement is used.services ifD Determine designatedif applicable.B163,services based on AIA DocumentD Ascertain method for award of constructionlDirect act:bidding (open or closed)lMultiple primelConstructionlDesign/buildmanagementDReview program requirementsDDeterminewith the Owner.Owner’s time schedule for bidding and occupancyD Determine Owner’s budget and determine its basis (e.g., costestimate, available funds, fured limit of construction cost, etc.).DDetermine whether project budget, schedule and programobjectives are compatible and realistic.D Determinethe compensationmethod for all services.DSelect and organize the design team, including structural,mechanical, electrical and special consultants.DInquire regarding consultants’ abilities to meet time schedule,liability insurance and licensing requirements; determinecompensation.DPrepare project estimating and budget worksheet:lTime required for serviceslPersonnel time and productionlCost of basic services for entire projectlCost of contemplatedlCompensationlEstimate of reimbursablelCost of special insurancelOther costs (consultants,additional servicesrequired for additional servicesexpensesetc.)D Verify form of general conditionsDcost projectionsto be used.Prepare Owner/Architect agreement form and submit to Owner.Have legal and insurance counsel review any modifications orspecific provisions required by Owner.AIA DOCUMENTD200 l PROJECr CHECKLIST l 1995 EDITION l AU@ * 01995 l THEAMERXANINSTITUTEOF ARCHITECTS, 1735 NEW YORK AVENUE, N.W, WASHINGTON. D.C. 20006.5292 . WARNING:Unlicensedphotocopyingviolates U.S. copyrightlaws and will subject the violator to legal prosecution.D200-19957
PROJECT NAME:PROJECT NUMBER:D Verify that the office has the means, space, equipment andpersonnel capabilities required to complete the project. Consider:lConflicts with other projectslNew hiringlExpansionllJoint ventureBranch officeD Review final agreement with legal and insurance counsel. Approveany modifications made by Owner, or renegotiate.D Verify that party signing for Owner is legally authorizedthe agreement.to executeD Prepare three originals for signature, complete execution of theagreement and schedule or initiate the first formal phase of work.D Submit initial invoice to Owner; if applicable, include reimbursableexpenses.D Submit informationrequired by the agreement.D Distribute executed originals and copies of the final agreementappropriate parties.toD Assign project number.8D200-1995AIA DOCUMENTD200 l PROJECT CHECKLIST * 1995 EDITION - MA’” l 01995 l THE AMERKAN INSTITUTEOF ARCHITECTS, 1735 NEW YORK AVENUE, N.W!. WASHINGTON, D.C. 20006-5292 * WARNING:Unlicensedphotocopyingviolates U.S. copyrightlaws and will subject the violator to legal prosecution.
PROJECT NAME:PROJECT NUMBER:1% PRE-DESIGN: Project AdministrationNotesD Determine the first phase of work as defined in the executedOwner-Architect agreement:lFeasibility/marketstudieslFinancial feasibilitylBudget feasibilitylAssistance in preparing financing applicationsspecial applicationsand/or any otherlAssistance in preparing initial agency permit applicationslAssistance in selecting consultantlAssistance in special studies or analysis prior to. programminglProgrammingD Allocate architecturallProfitlDirect expensesfor EIR reportfee:* Indirect expenseslConsultantsD Compare architectural fee with offtce’s hourly costs and establishthe number of work hours for each phase of work:lProgramminglSite AnalysislSchematic DesignlDesign DevelopmentlConstructionlBidding or NegotiationlContract AdministrationlPost-ConstructionDocumentsservicesD Prepare a project schedule based on the project objectives andarchitectural fee.Distribute the project schedule to all project participants.Create a project record book in accordanceDevelop project accountingwith office standards.procedures.Maintain weekly project expense reports.Determine monthly calendar date for submittal of invoices fromconsultants.D Create project filing system in accordancewith office standards.0: Prepare project directory.D Distribute project directory.D Distribute copies of the Owner-Architectconsultants for review.D Verify consultantD Prepare consultantprofessionalagreementsD Distribute executed consultantagreementto all projectliability coverage.and obtain signatures.agreements.AIA DOCUMENTD200 - PRQJECTCHECKLIST * 19% EDITION * AL4’ - 01995 - THE AMERICAN INSTITUTE01.’ , RCHITECTS. 113j NEW YORK . VESCE. x.X!. WASHINGTON. D.C. 20006-5292 * WARNING:UnlicensedphotocopyingviolatesU.S. copyrightlaws and will subjectthe violatorto legalprosecution.D200-19959
PROJECT NAME:PROJECT NUMBER:DDetermine the extent of Owner, Architect and consultantresponsibilities relative to the building design program.DReconcile the building design program with the Owner’s budget.Advise the Owner if budget and program are not compatible.D Verify the Owner’s list of building functions and spaces.D Verify the Owner’s list of equipmentD When applicable, proposeuser surveys.DIdentify the Owner’s requirementsD Identify the Owner’s representativerelationships and their hierarchies.D Identify specific departmentalDD200-1995offor growth projections.responsiblefor functionaland room occupancies.Create room function and relationshipuser survey.D Create a departmental10and furnishings.to the Owner the implementationinteractioninteractioncriteria and proceed with amatrix.DCreate a room-by-roomdiagram.DCreate a bubble diagram of the departmental and room-by-roominteraction matrix with important relationship rankings.DDetermineDDetermine preliminary structural, mechanical,engineering systems.DCreate horizontal and vertical diagrammatic block plans withrelative spatial requirements. Identify all rooms, corridors, andvertical circulation; provide exit analysis.DReview the diagrammaticthe Owner.DObtain the Owner’s written authorizationthe Owner’s spatial requirements.electrical and otherblock plans and program withto proceed.AIA DOCUMENTD200 l PROJECT CHECKLIST . 1995 EDITION * AIAm * 01995 . THE AMERICAN INSTITUTEOF ARCHITECTS, 1735 NEW YORK AVENUE. N.W, WASHINGTON, D.C. 20006-5292 * WARNING:Unlicensedphotocopyingviolates U.S. copyrightlaws and will subject the violator to legal prosecution.
PROJECT NAME:PROJECT NUMBER:2. SITE ANALYSIS: Site EvaluationD Request land survey from the Owner.D Review the topographic and boundary survey Check majorfeatures through on-site observation.D Determinezoning requirements.D Secure photographsinfluences.showing major site features and surroundingD Secure available USGS maps of the site.D Secure any maps or photos producedthe site.D Secure an aerial photographsurroundings.by local or state agencies ofof the entire site and itsD Obtain seasonal climate and microclimateservice.D Obtain seasonal solar orientationD Prepare solar orientationdata from the weatherdata.diagrams.D Determine drainage, erosion control and storm water detentionrequirements.D Obtain consultantsite data requirements.D Prepare a list for the Owner’s review of testing companieslaboratories that may be used to analyze the site.andD Assist the client in securing necessary soil and related site testsand required investigations.D Determineavailability, quantity and quality of existing site utilities.D Verify from local and state agencies what special site investigationsare required.D Have the design team and all consulting staff visit and examine thesite. Confirm that all site data has been reviewed by all responsibleparties prior to proceeding with site design.DIf required by the contract, constructsurveya model of the topographicTHE AMERICAN INSTITUTEAIA DOCUMENTD200 . PROJECT CHECKLIST * 1995 EDITION - MA” l 01395.OF ARCHITECTS, 1735 NEW YORK AVENCi. N.W. WASHINGTON, D.C. 200065292* WARNING:Unlicensedphotocopyingviolates U.S. Copyright laws and will subject the violator to legal prosecution.D200-199511
PROJECT NAME:PROJECT NUMBER:D Determineformat and contentrequirements:lLegal requirementslPublic agency checklistsof format and contentlSamples of similar reports in public recordsD Determine the structure of the report; include general and specificenvironmental issues.D Report on topics relating to:Aesthetic enhancementllNeighborhoodlEnhancementand local enhancementlLand use improvementsof neighborhoodlTraffic flow and parking improvementslSite accessibility including ADA compliancelAir quality protectionlMicroclimate, air motion and humidity improvementsor improvementslWater quality protectionlImprovedlImproved ground water retentionlEarth slide and erosion preventionor improvementsurface water flow* Animal life preservationlPlant life protectionlHistoric preservationlArcheologicallNoise abatementor enhancementlHazardous materialslGlare and reflectancelNatural resource developmentlTax revenue increaselImprovedmarket for utilitylImprovedmarket for local serviceslNeighborhoodlHealth and recreationlLocal ethnic values recognitionpreventionservicesor local security improvementenhancementsimpact considerationslAcquisition of propertylRelocation of tenants or OwnerslEffect of the project on other real propertylDemolitionlConstruction* OperationlD200-1995or enhancementprotectionD Identify environmental12or local economyof existing structures/treerelating to:salvage and removalof the facilityFuture related or contiguousdevelopmentAIA DOCUMENTD200 l PROJECT CHECKLIST - 1995 EDmON’ AL4 m l 01995 . THE AMERICAN INSTITUTEOF ARCHITECTS, 1735 NEWYORKAVENUE,N.W, WASHINGTON, D.C. 2000 5292 l WARNING:Unlicensedphotocopyingviolates U.S. copyrightlaws and will subject the violator to legal prosecution.
PROJECT NAME:PROJECT NUMBER:D Prepare a directory of governing agencies and theirrepresentatives’ names, addresses, and phone numbers. Include asection that lists applicable codes, regulations and ordinances thatpertain to this project.D Identify applicable revisions or changes to codes, regulations andordinances.D Identify the full approval process and prepare a sequentialschedule indicating each agency’s approval, timeframe anddeadline.D Identify team membersresponsiblefor governing agency contact.DMeet with agency representativesDMeet with the Owner to review all ambiguities and contradictionsin the applicable codes, regulations and ordinances. Map out astrategy to address these issues. Assist the Owner in completion ofapplications for approval.to identify special ON'ALA *OFARCHIIECTS tesU.S. copyrightlaws and will subject "IIIEAMERKANINSVI'U 20006.5292 - WARNING:Unlicensedthe violatorto legalprOBXtiOn.D200-199513
PROJECT NAME:PROJECT NUMBER:3. SCHEMATIC DESIGND Periodically review internal office budgets and productionschedules; compare with actual progress.D Submit monthly or periodic invoices to the Owner for payment;include reimbursable expenses.D Obtain the name of the Owner’s authorizedrepresentative.D Update and distribute project directoryD Assign staff to the project.D Distribute project schedule to Owner, project staff andconsultants.D Review all data furnished, including building design program,budget, project budget, legal, site, code, space and special Ownerrequirements.D Prepare functional space plans.D Provide engineers and consultantsand functional space plans.with pertinentprogram dataD Analyze comparative systems with engineers and consultants;select systems to be used in the project. Determine system spaceand location er consultantsD Require all consultants to produce their schematic plansfollowing the same format, scale, and drawing positioningarchitectural drawings.as theD Create or obtain lists of special building equipment and fixturesrequired by the Owner that may affect consultants’ work;distribute the lists to appropriate consultants.D Review architectural schematic diagrams with consultants.Conduct one or more consultant coordination meetings regardingsystem compatibility.D Confirm that the selected engineeringare compatible with one another.and constructionD Prepare basic Schematic Design documentslSite plan with diagrammaticrelationshipssystemsto include:indications showing horizontallSections through the site showing vertical relationshipslPrincipal floor planslGeneral descriptive views or elevationslIllustrative sketches, models or renderings,if requiredCalculate areas and volumes, and analyze plan efficiency of thedesign by usable area, area per person or other method.Prepare a general descriptionand equipment outlines.of the project, including materialsBegin research on materials, equipment, fixtures and buildingsystems. Create a products and materials file.Start project outline specifications.AIA DOCUMENTOF ARCHITECTS,photocopyingD200 l PROJECT CHECKLIST l 1995 EDITION * AI&’ l 01995 l THE AMERICAN INSTITUTE1735 NEW YOMA J LIE,N.VZ. WASHINGTON, D.C. 20006.5292 - WARNING:UnlicensedviolatesU.S.
l Design review/quality control l Permit processing l Phasing l Special-order furnishings and equipment l Construction l Data and security hook-up l Move-in l Test . basic services agreement is used. D Determine designated services based on AIA Document B163, if applicable. .
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Extracts from ASME A17.1, Section 2.27 Emergency Operation and Signaling Devices1163 Life Safety Code Handbook 2009 power to be removed from any elevator until the ele-vator is stopped. NOTE (2.27.2.4): The selector switch(es) should nor-mally be placed in the “AUTO” position. 2.27.2.5 When the emergency or standby power sys-tem is designed to operate only one elevator at a time, the .
