Gather Project Information

Determine collection methods

  1. Best methods to collect each type of material identified: interviews, meetings, site visits, questionnaires, form letters, phone calls, emails, website visits

Gather owner info

  1. All special services identified: needs assessments, requirements programming, financial feasibility studies, planning surveys, site evaluations, site selection, comparative studies of prospective sites, special studies for governmental authorities, LEED certification, traffic studies, future facilities, measured drawings, verifying drawing accuracy, coordinating construction by owner's forces or construction manager, detailed cost estimates, quantity surveys, inventories, cost analyses, interior design, tenant spaces, appraisals, as-built drawings, assisting in using equipment, services after final completion, special consultants
  2. All presentation requirements identified for each phase: perspectives, models, samples, color boards; timing, quantities, formats, meetings
  3. All required submittals to owner identified for each phase: drawings, specifications, cost estimates, schedules, calculations, reports; timing, quantities, formats, meetings
  4. All budget and financial constraints identified: architectural fees, construction costs, consultant fees, special assessments; availability, timing
  5. Owner's preliminary project schedule created: architect selection, pre-design, design, bidding, construction, owner reviews, agency reviews, permits
  6. All special bidding requirements identified: number of bidders, public or private bids, bidding alternatives, bid timing, negotiation processes
  7. All special construction requirements identified: construction management, single or multiple bids, construction schedule, use of facilities during construction
  8. All required consultants identified: structural, mechanical, electrical, plumbing, fire protection, landscape, security, food services, interiors, lighting, civil, joint trench, acoustic, geotechnical, energy conservation, cost estimator, construction manager, waterproofing, environmental impact, traffic engineering, hazardous materials
  9. All available reference materials collected from owner: existing drawings, as-builts, surveys, soils reports, design manuals, sample drawings, sample specifications, reference details, reference standards, front end documents, photos, materials and equipment selections

Gather review agency info

  1. Best method to collect each type of material from review agencies identified: interviews, meetings, questionnaires, form letters, phone calls, emails, website visits
  2. All involved review agencies identified: building, planning, zoning, design review, accessibility, energy, environmental reviews, lending agencies, HUD, DSA, fire marshal, design review, neighborhood groups, utilities, water departments, sewer departments
  3. All review agency design and submittal requirements identified: drawings, specifications, reports, calculations; timing, format, presentations
  4. All reference materials available from review agencies collected: code requirements, code amendments, existing drawings, reference drawings, reference specs, photos, diagrams, design manuals

Gather services info

  1. Best method to collect each type of material from service providers identified: interviews, meetings, questionnaires, form letters, phone calls, emails, website visits
  2. All potential service providers identified: utilities, post office, trash removal, fire department
  3. All available service provider reference materials collected: cut sheets, specifications, diagrams, photos, manuals
  4. All service provider design and submittal requirements identified: access requirements, space requirements; timing, format, presentations

Gather user info

  1. Best method to collect each type of material from users identified: interviews, meetings, questionnaires, form letters, phone calls, emails, website visits
  2. All potential project users identified: tenants, staff, co-owners, neighborhood groups, students, teachers
  3. All project user requirements and preferences identified and collected: site usage, building usage, schedules; timing, format, presentations

File collected info

  1. All required materials reviewed, organized, filed
  2. Information obtained is sufficient to prepare architectural fee proposal

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