STANDARDS OF PROFESSIONAL PRACTICE The entire range of the Architects services are: 1. 2. 3. 4. 5. 6.
UAP Doc. 201 – Pre-Design Services UAP Doc. 202 – Design Services UAP Doc. 203 – Specialized Allied Services UAP Doc. 204 – Construction Services UAP Doc. 205 – Post Construction Services UAP Doc. 206 – Comprehensive Architectural Services 7. UAP Doc. 207 – Design-Build Services
UAP DOC. 201 – PRE-DESIGN SERVICES 1. The Architect can render the services in a manner of: a. Architect’s Own Staff b. By Association or Consultation 2. Pre-Design Services a. Economic Feasibility Studies - The viability of the project - Cost of development versus its cost of return. b. Project Financing - Requirements of lending agencies - Income-expense relationship - Relative demand in actual financing negotiations c. Architectural Programming - Investigating, identifying and documenting the needs of the Client d. Site Selection and Analysis - Locating sites for the proposed project evaluating different factors e. Site Utilization and Land-Use Studies - Detailed analysis if the site f. Space/Management Studies - Analysis if the space requirements based on organizational structure and functional set-up g. Promotional Services - Preparation of promotional designs, drawings, brochures and the like.
3. Method of Compensation a. Multiple of Direct Personnel Expense (MDPE) – where creative designing is not included. This method of compensation is suitable for projects with indefinite scope like scope like for large complex projects. projects . b. Progress Payment – based on the accomplishments of the work.
UAP DOC. 202 – DESIGN SERVICES 1. Regular Services – sequence of 4 phases: a. Schematic Design Phase - Consults and confirms such requirements to the Owner - Prepares schematic design studies - Submits a Statement of Probable Project Construction Cost b. Design Development Phase - Prepares Design Development Documents (plans, Documents (plans, elevations and other drawings and outline specifications) from the approved schematic design studies - Submits a further Statement of Probable Project Construction Cost c. Contract Document Phase - Prepares a complete Construction Drawings and Specifications (architectural, structural, electrical, plumbing/sanitary, mechanical and others) from the approved Design Development Documents - Prepares specifications describing type and quality of materials, manner of construction and general conditions - Furnish the Owner not more than 5 sets of all construction drawings, drawings, specifications and general conditions for bidding. - Informing the Owner of any adjustments to previous Statement of Probable Project Construction Cost
Over 500M-1Billion d. Construction Phase - Prepares forms for: a. Contract letting b. Documents for Construction c. Invitation and instructions to bid d. Bidders’ proposal - Assists the Owner in obtaining proposals from Contractors. Contractors. - Make periodic visits to the project site 2. Schedule of Minimum Basic Fee a. Group 1 - Simplest utilization character Without complication of design or detail - Minimum in finish and utilities Project Construction Cost 50 Million and less Over 50-100 Million Over 100-200 Million Over 200-500 Million Over 500M-1Billion Over 1 Billion
Minimum Basic Fee 6 percent 3M + 5% of excess of 50 Million 5.5M + 4% of excess of 100 Million 9.5M + 3% of excess of 200 Million 18.5M + 2% of excess of 500 Million 28.5M + 1% of excess of 1 Billion
b. Group 2 - Moderate complexities - Moderate amount of design in utilities Project Construction Cost 50 Million and less Over 50-100 Million Over 100-200 Million Over 200-500 Million
Over 1 Billion
23.5M + 3% of excess of 500 Million 38.5M + 2% of excess of 1 Billion
c. Group 3 - Exceptional character and complexity of design - Comparatively large amount of utilities and research Project Construction Cost 50 Million and less Over 50-100 Million Over 100-200 Million Over 200-500 Million Over 500M-1Billion Over 1 Billion
Minimum Basic Fee 8 percent 4M + 7% of excess of 50 Million 7.5M + 6% of excess of 100 Million 13.5M + 5% of excess of 200 Million 28.5M + 4% of excess of 500 Million 48.5M + 3% of excess of 1 Billion
d. Group 4 - Residences (Single Detached or Duplex) - Small apartment houses - Town houses Minimum Basic Fee = 10% of the Project Construction Cost e. Group 5 - Monumental buildings - Facilities requiring consummate design skill and much precise detailing
Minimum Basic Fee 7 percent 3.5M + 6% of excess of 50 Million 6.5M + 5% of excess of 100 Million 11.5M + 4% of excess of 200 Million
Minimum Basic Fee = 12% of the th e Project Construction Cost
f.
Group 6 - Repetitive Construction of Buildings
First Structure Second Structure Third Structure Succeeding Structure
= Minimum Basic Fee 80% of Basic Fee = 80% of 60% of Basic Fee = 60% of 40% of Basic Fee = 40% of
g. Group 7 - Housing Projects First Unit 2nd - 10th units
11th and above
= 10% of the Construction Cost of Cost of 1 unit as Basic Fee = fee of the 1st unit + 60% of Basic Fee for each additional unit 30% of = fee for 10 units + 30% of Basic Fee for each additional unit
h. Group 8 - Extensive detail such as furniture design, built-in equipment, special fittings, screens, counters, interiors, appurtenances of buildings and landscape designs Minimum Basic Fee
i.
= 15% of Project Construction Cost
Group 9 - Alterations and additions of existing buildings (group 1-5)
Minimum Basic Fee + 50% or 150% j.
Group 10 - Consultation or Arbitration 200 pesos/hour – consultation, advice or clarifications 500 pesos/appearance – as an expert witness
3. Payment Schedule 5% - upon signing of the Agreement a. 5% 15% - upon completion of the b. 15% Schematic Design Services. 35% - upon completion of the Design c. 35% Development Services 85% - upon completion of the d. 85% Contract Document Services e. 15% - upon completion of the project 4. Other Conditions on Services a. “Minimum Basic Fee” applies on the basis of a Lump Sum Contract b. Per Diem and Traveling Expenses - Per diem of not less than 500 pesos + traveling expenses shall expenses shall be chargeable to the Owner 100km from (beyond the radius of 100km from the office). c. The remaining 15% in the Architect’s fee is broken as follows: 10% - Architect’s liability under the - 10% Civil Code 5% - for the Construction Phase - 5% which includes preparation of contract documents and periodic visits during the construction d. Full-Time Construction Inspectors is under the under the control and supervision of the Architect. e. During the progress of work – Owner shall furnish the Architect 2 copies of Records of Expenses and Expenses and upon completion of the work – 2 copies of the summary of all cost.
UAP DOC. 203 – SPECIALIZED ALLIED SERVICES 1. Interior Design Services Due to the discovery of new products and equipment, Interior Design has become a field of specialization which offers the following: furniture and interior - Prescribes furniture and design finishes
Prepares the design and schedule of furniture (dimension, furniture (dimension, specifications and locations). - Assists the Client in the bidding and negotiations - Checks and approves samples of materials and shop drawings - Conducts final inspection and approval a. Payments - Payment to this type of service is is 15% of the cost of work (may vary from 12% - 20% depending on complexity of the work) Consultant is - The fee of the Consultant is included to the 15% if hired by the Architect Consultant is hired - Separate fee if Consultant is by the Client and the Architect’s fee is 5% of the cost of work (for coordination) - Schedule of payment: 30% - upon submission of preliminary design 50% - upon submission of final design 20% - upon completion of the work -
2. Acoustic, Communication and Electronic Engineering Services The Architect and the Consultant offer the following services: - Prepare drawing and specifications for acoustic treatments and the like - Prepare specifications of electronic equipment - Assist the Client in the bidding and negotiations - Check and approve samples of materials and equipment - Conduct final inspection of work and equipment - Assist the Client to evaluate the amount due the Contractor
a. Payments w ork - 10% - 15% of the cost of the work depending on the magnitude and complexity of the work. Consultant is - The fee of the Consultant is included to the percentage if hired by the Architect Consultant is hired - Separate fee if Consultant is by the Client and the Architect’s fee is 5% of the cost of work (for coordination) - Schedule of payment: 30% - upon submission of preliminary design 50% - upon submission of final design 20% - upon completion of the work 3. Landscape Design Services The Architect (or with the Consultant) offers the following services: - Prepares the general ground modeling plan and planting layout - Prepares drawings and specifications of needed utilities - Prepares schedule of shrubs, trees and other plants. - Prepares detail of landscaping elements - Assists the Client in the bidding and negotiations - Checks and approves samples of materials - Conducts final inspection of work and equipment - Assists the Client to evaluate the amount due the Contractor a. Payments w ork - 10% - 15% of the cost of the work depending on the magnitude and complexity of the work. Consultant is - The fee of the Consultant is included to the percentage if hired by the Architect
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Separate fee if Consultant is Consultant is hired by the Client and the Architect’s fee is 5% of the cost of work (for coordination) Schedule of payment: 30% - upon submission of preliminary design 50% - upon submission of final design 20% - upon completion of the work
4. Physical Planning Services - Physical Planning – is the art and science of ordering the use of land l and and siting of buildings and communication routes. - Architect’s Regular Services – concerned with the production of a structure of buildings with all its attendant sophistications and complexities - Physical Planning Services – concerned with the general quality of setting for people, activities, buildings and other natural or man-made phenomenon. a. Physical Planning Schedule of Fees - Type 1 – Site planning of any complex consisting of several structures within a contiguous site. - For the first 50has. or less - Over 50has. to 100has. - Over 100has. to 200has. - Over 200has.
P5,000/ha. P250,000 + P4,500/ha. in excess of 50has. P475,000 + P4,000/ha. in excess of 100has. P875,000 + P3,000/ha. in excess of 200has.
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Type 2 – Subdivision Planning for housing (within Metro Manila, Cities, Regional Centers and Provincial Capitals)
- For the first 100has. or less - Over 100has. to 200has. - Over 200has.
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P3,000/ha. P300,000 + P2,300/ha. in excess of 100has. P550,000 + P2,000/ha. in excess of 200has.
Type 3 3 - Subdivision Planning for housing (other localities beside those under Type 2)
- For the first 100has. or less - Over 100has. to 200has. - Over 200has.
P2,000/ha. P200,000 + P1,500/ha. in excess of 100has. P350,000 + P1,000/ha. in excess of 200has.
NOTE: The rate stipulated is based on the assumption that the land to be developed is moderately flat. If the land is rugged is rugged with steep terrain, fee shall increase shall increase to 30%. b. Other Conditions on Physical Planning Architect can only undertake a - An Architect can site planning for only 3 hectares or less. magnitude, an - Planning of a larger magnitude, experienced Architect and has additional academic training in training in planning shall be commissioned. - Detailed engineering drawings and specifications on roads, drainage, sewerage, power and communication system, + 4% of the cost of the development.
5. Comprehensive Planning Services - Comprehensive Planning Services – the range of all services offered by the Environmental-Planner gathering to from data base gathering to environmental impact statements to Master Development Plan. a. Components of a Master Development Plan - Physical Component – land-use and the changes that occur in the physical environment - Economic Component – nation’s assets and its management - Socio-Cultural Component – people in their living conditions - Transport Component – movement of people and goods - Legal and Administrative Component – relationship of policies to the existing laws b. The Architect as an EnvironmentalPlanner - Environmental-Planner – concerned with management and use of land, conservation and upgrading of human environment - Architect (with experience in planning) – concerned with the social commitment and technical experience in coordination c. Method of Compensation - Professional Fee plus Expenses - Multiple of Direct Personnel Expenses (MDPE)
UAP DOC. 204 – CONSTRUCTION SERVICES 1. 4 Principal members in Design and Building Construction - Owner - Architect and Engineers - Contractor - Individual or group of individual who assist in the supervision and delivery of work
2. Full-Time Supervision a. Construction Supervision Group (CSG) - Full-Time inspection at the jobsite - Recommended by the Architect - Hired by the Owner - Responsible for both Owner and Architect - Its functions are: a. Quality Control of Work b. Evaluation of Construction Work c. Keeping Records, Reports and Contract Documents: - Copy of the Contract Agreement - Copy of Approved Plans and Specifications - Copies of Building Permits and Licenses b. Legal Responsibility of the CSG - Administrative – to the Owner - Technical – to the Architect c. Method of Compensation - Salary basis - Agreed flat rate d. The Architect as the Full-Time Supervisor Can be compensated by methods of: - Percentage Fee Method (1%-1.5% of the Construction Cost) - Multiple of Direct Personnel Expense (MDPE) 3. Construction Management a. Construction Manager - Concerned in the effective cost control and faster project implementation - Could be a member of the staff of the Owner - Independent individual or firm - Hired by the Owner b. Functions of a Construction Manager - Coordination and Supervision - Cost and Time Control - Quality Control of Work and Keeping of Records
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The function of the CSG becomes part of the responsibilities of the Construction Manager - May hire the Construction Supervision Group c. Legal Responsibility of the Construction Manager - Reports directly to the Owner therefore responsible on all aspects to the Owner d. The Construction Manager Contract 3% of the estimated - 1.5% to 3% of construction cost e. Other Contracting Concepts - Incentive-Type Contracts – to motivate the Construction Manager to reduce acquisition and operating cost - Award Fee Provision – if the measured cost-related values =/+ the specified target values - Price Adjustment Provision – if the Contract Price is adjusted ↑ or ↓. - Operating and Support Cost Factor Provision Provisio n – direct incentive on operating and support costs. - Firm Fixed Price – Owner will pay a fixed fee unaffected by variations in the Construction Construction Phase - Fixed Price Incentive - Owner will pay a fixed fee which is adjusted accordingly - Cost Plus Incentive Fee (CPIF) or Cost Plus Adjusted Fee (CPAF) – adjusted by “sharing” formulas applied - Cost Plus Fixed Fee – fixed fee plus reimbursement of certain expenses
UAP DOC. 205 – POST-CONSTRUCTION SERVICES 1. Post-Construction Services are: a. Building and Equipment and Maintenance - Architect as the “in-house architect” See to it that the building and all the parts are in good working condition and properly maintained b. Building and Grounds Administration - Billing of tenants for rental and utilities - Monitoring of security and janitorial services - Conversant with local ordinances and building regulations c. Post-Construction Evaluation - Evaluate – initial program to actual use - Determine the effectiveness of the building systems and material systems - Evaluate – functional effectiveness of the plan - Study the application and effectiveness of the design construction process d. Method of Compensation - Salary Basis 6% of the - Management Fee (4% (4% - 6% of gross rentals)
UAP DOC. 206 – COMPREHENSIVE ARCHITECTURAL SERVICES 1. Scope of Comprehensive Architectural Services - Pre-Design Services - Design Services - Specialized Allied Services - Construction Services - Post-Construction Post-Construction Services 2. Project Management - when the Owner hires the Architect for the whole range of Comprehensive Architectural Services
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group of management activities over and above the normal architectural and engineering services - a procedure where the Owner embarks on a complex project - does not relieving the Designer and Contractors in their normal duties - augment, supplement and compliment to the functions of the Architect, Engineers and Contractor. 3. Basic Function of a Project Manager member of an - Operates as a member of Architect-Engineer-Contractor Team - Plan, program and monitor the various activities and act as adviser - Prime responsibility is responsibility is the exercise of overall cost control consultation to the - Enter regular consultation to Architect and Owner on Owner on all aspect of planning a. Pre-Construction Phase - Advise the Owner and Architect consequences of their on the consequences of decision and design options - Prepares periodic evaluations and evaluations and estimates to estimates to overall and allocations of budget purchase s and - Recommend early purchases expedite purchases in general - Advise on the pre-packing of bidding document for document for the awarding of separate contracts - Consider the type of work represented by each bid package package - With the coordination of the Architect-Engineer, work some of the design operation into an overall CPM. Check bid-packages, specifications - Check bid-packages, and drawings to eliminate overlapping of jurisdiction - Review all contract documents to know who’s responsible for the temporary facilities to facilities to house the
management and supervision operation - Conduct pre-bid conferences for among Contractors, SubContractors and Manufacturers - Review stipulations of the Owner with the bidders b. Construction Phase - Reviews all bids for compliance with stipulated conditions - Makes recommendations for awards - Manage general coordination and scheduling of work - Maintain his own supervisory and inspection staff at the jobsite - Observe work in progress to assure compliance - Confer with the Designers for necessary clarification or interpretation writing any - Obtain and transmit in writing any contract interpretation where interpretation where possible dispute may arise - Set up on-site lines and communication for assurance of progress of work charts to be - Set up organization charts to shown to the Project Administrator - Conduct such conferences among successful bidders - Revise and refine estimates as required - Establish procedures (shop drawings, catalogs, schedule of material requirement prompt cash flow) as job phases are completed - Be aware of safety programs - Assist in Assist in the development and administration of overall labor relations - Update and keep current the CPM - Maintain records at the jobsite - Maintain cost accounting - Keep accurate progress report - Review and process all application for progress payment
Review all requests for changes and submit recommendations - Implement special Client requirements (processing forms or job conditions) - Set up joint inspection of the whole project at some specified interval 4. Method of Compensation - 2%-5% of the estimated Project Cost -
UAP DOC. 207 – DESIGN-BUILD SERVICES 1. Design-Build Services by Administration Project is in the direction and The Project is sole responsibility of responsibility of the Architect. labor is paid directly by - All cost of labor is the Client - Architect – does not advance any money for payment - Guarantee of the cost estimate ranges to 10%, +/- the stated estimate - Architects appoints: - Construction Superintendent - Purchasing Agent - Timekeeper - Property Clerk - Fee of the Architect for DesignBuild Services by Administration is 7% 2. Design-Build Services on a Guaranteed Maximum Cost - Payment is by Lump Sum - Revolving Capital is Capital is given - The savings on savings on the cost of the Project is divided equally between Client and Architect less , - Cost exceeded 10% or less, divided equally between Client and Architect - Architect pays for the excess of 10% Architect for Design- Fee of the Architect for Build Services on a Guaranteed a Guaranteed Maximum Cost is Cost is either 10% of the Project Construction Cost or Cost or
already built-in the built-in the Guaranteed Maximum Cost
UAP DOC. 208 – SELECTION OF THE ARCHITECT AND METHODS OF COMPENSATION 1. Methods of Selection a. Direct Selection - by reputation, reputation, personal acquaintances, acquaintances, recommendation by a friend, former Client or another Architect b. Comparative Selection - most common method in selecting an Architect - a system where the Architetural Firms must first qualify for an interview by submitting information describing their firms c. Architectural Design Competitions - Process where architectural firms submit solutions to a particular project 2. Methods of Compensation a. Percentage of Construction Cost - a world-wide used method of compensation for architectural services b. Multiple of Direct Personnel Expenses Cost-based method of - Cost-based method compensation only to noncreative works. works. It is based on technical hour expended - man-hours X rate X multiplier = compensation - multiplier ranges from 2 from 2 to 2.5 c. Professional Fee Plus Expenses - Used when there is a continuing relationship on a series of projects - Fixed sum over and above reimbursement d. Lump Sum or Fixed Fee - Often used or requests by government agency projects
e. Per Diem Plus Reimbursable Expenses work which will - Architect to do work which require His personal time (attend board meeting, ocular inspections, conference regarding to prospective investments and ventures) f. Mixed Method of Compensation - Pre-Design and Construction Work Services: MDPE - Regular and Specialized Services: Percentage of Construction Cost
UAP DOCUMENTS UAP Doc. 103 – UAP By-Law UAP Doc. 104 – Election Code UAP Doc. 105 – Uniform Chapter By-Laws UAP Doc. 106 – Policy Law UAP Doc. 107 – UAP Rights and Rituals UAP Doc. 108 – Policy Manual for Convention and Conference UAP Doc. 200 – Code of Ethical Conduct UAP Doc. 201 – Pre-Design Services UAP Doc. 202 – Design Services UAP Doc. 203 – Specialized Allied Services UAP Doc. 204 – Construction Services UAP Doc. 205 – Post Construction Services UAP Doc. 206 – Comprehensive Architectural Services UAP Doc. 207 – Design-Build Services UAP Doc. 208 – Selection of the Architect and Methods of Compensation UAP Doc. 209 – Competition Code UAP Doc. 210 – Logbook for Diversified Experience in Architecture UAP Doc. 211 – Professional Regulatory Laws UAP Doc. 301 – General Conditions UAP Doc. 302 – Special Provisions UAP Doc. 307 – Specification Writing Outline UAP Doc. 401 – Owner-Architect Agreement Form UAP Doc. 402 – Owner-General Contractor Agreement Form
UAP Doc. 607 – Estimating Guide for Architects UAP Doc. 608 – Guide to Cost Planning and Cost Control
