ARCHITECTURE

LICENSURE

EXAM

THE ARCHITECTS NATIONAL CODE

CDEP BASIC REVIEW

FEBRUARY 2005

CODE OF ETHICAL CONDUCT UAP Doc. 200 STANDARDS OF PROFESSIONAL PRACTICE UAP Doc. 201-207

INTRODUCTION

THE ARCHITECTS NATIONAL CODE

 201- Pre-design Services

CODE OF ETHICAL CONDUCT STANDARDS OF PROFESSIONAL PRACTICE - Services of the Architect

202- Design Services 203-Specialized & Allied Services 204-Construction Services 205-Post-Construction Services 206-Comprehensive Architectural Services 207-Design-build Services

INTRODUCTION

THE ARCHITECTS NATIONAL CODE

Direct Selection Comparative Selection Design Competitions

CODE OF ETHICAL CONDUCT STANDARDS OF PROFESSIONAL PRACTICE - Services of the Architect

Percentage of Construction Cost

Multiple of Direct Personnel Expense

Professional Fee plus Expenses Lump Sum or Fixed Fee Per diem plus Reimbursable Expenses Mixed Methods

- Selection of the Architect & methods of compensation

UAP Doc. 208

INTRODUCTION

THE ARCHITECTS NATIONAL CODE

 Pre-design Services
Design Services Specialized Allied Services Construction Services Post-construction Services

Comprehensive Services
Design-build Services

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SPECTRUM OF THE ARCHITECTS SERVICES

SPECTRUM OF THE ARCHITECTS SERVICES

PRE-DESIGN SERVICES

Activities include
architectural programming feasibility study project financing site selection and analysis site utilization and land-use studies space management studies promotional services

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

PRE-DESIGN SERVICES

PROGRAMMING
A process of preparing an instruction through information given in small steps with each step requiring a corresponding response before going on to the next step [Webster]

ARCHITECTURAL PROGRAMMING
The process of investigating, identifying and documenting the needs of the client for use in the design of the project. A process leading to the statement of an architectural problem and the requirements to be met in offering a solution.

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

PRE-DESIGN SERVICES

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

PRE-DESIGN SERVICES

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

PRE-DESIGN SERVICES

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

PRE-DESIGN SERVICES

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

PRE-DESIGN SERVICES

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

PRE-DESIGN SERVICES

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SAMPLE PROJECT
Pre-design Services

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

PRE-DESIGN SERVICES Manner of Providing Services architects own staff by association or consultation Method of Compensation multiple of direct expense (cost per technical hour with a multiplier)

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SPECTRUM OF THE ARCHITECTS SERVICES

DESIGN SERVICES
Four Phases of Regular Services schematic design phase design development phase contract documents phase

construction phase

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES
Schematic Design Phase ascertain project requirements

prepare schematic studies leading to a recommended solution

submit probable construction cost

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES
Design Development prepares plans, elevations and other drawings, outline specifications illustrate the size and character of the project submits a further statement of probable construction cost

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES Contract Documents Phase

prepares complete construction drawings and specifications prepares detailed architectural, structural, electrical, plumbing/sanitary, mechanical and other service-connected equipment furnishes 5 complete sets of contract documents for bidding informs owner of adjustments in costs

assists owner in securing government approvals

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES Construction Phase

prepares forms for contract letting, documents for bidding and for construction assists owner in obtaining proposals from contractors decides on claims of owner and contractor periodically visits the project site to monitor general progress issues Certificates of Payment

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SPECTRUM OF THE ARCHITECTS SERVICES

DESIGN SERVICES

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES Basic Fees based on Project Classification

Group I:
armories bakeries farm structures freight facilities hangars industrial buildings manufacturing/industrial plants packaging and processing plants parking structures printing plants public markets service garages simple loft-type structures warehouses

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES Basic Fees based on Project Classification

Group I:
armories bakeries farm structures

Minimum Basic Fee: parking 6% ofstructures cost for P50M or less project cost printing plants
public markets service garages simple loft-type structuresor warehouses

freight facilities hangars industrial buildings manufacturing/industrial plants packaging and processing plants

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES

Basic Fees based on Project Classification

Group II:
art galleries banks, financial institutions bowling alleys churches, religious facilities city halls college buildings convents, monasteries, seminaries fire stations laundries, cleaning facilities libraries motels and apartels multi-storey apartments nursing homes office buildings private clubs publishing plants race tracks restaurants retail stores schools shopping centers

correctional, detention institutions

court houses dormitories exhibition halls, display structures

parks, playgrounds
open-air recreational facilities police stations post offices

specialty shops
supermarkets welfare buildings

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES

Basic Fees based on Project Classification

Group II:
art galleries banks, financial institutions fire stations private clubs cleaning facilities Minimumlaundries, Basic Fee7% of Cost forpublishing plants bowling alleys libraries race tracks P50M or less Project Cost churches, religious facilities motels and apartels restaurants city halls college buildings convents, monasteries, seminaries multi-storey apartments nursing homes office buildings retail stores schools shopping centers

correctional, detention institutions

court houses dormitories exhibition halls, display structures

parks, playgrounds
open-air recreational facilities police stations post offices

specialty shops
supermarkets welfare buildings

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES Basic Fees based on Project Classification

Group III:
aquaria atomic facilities auditoria breweries cold storage facilities communication buildings convention halls laboratories marinas medical office facilities, clinics mental institutions mortuaries observatories public health centers research facilities

gymnasium
hospitals, medical buildings hotels

stadia
theaters and similar facilities veterinary hospitals

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES Basic Fees based on Project Classification

Group III:
aquaria atomic facilities auditoria breweries laboratories marinas medical office facilities, clinics

Minimum Basic mental Fee- institutions 8% of Cost for mortuaries P50M or less Project Cost
observatories public health centers research facilities stadia theaters and similar facilities veterinary hospitals

cold storage facilities communication buildings convention halls

gymnasium
hospitals, medical buildings hotels

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES Basic Fees based on Project Classification

Group IV:
residences (single-detached or duplex), small apartment houses and townhouses

Group V:
exposition, fair buildings mausoleums, memorials, monuments museums specialized decorative buildings structures of similar nature or use

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES Basic Fees based on Project Classification

Group IV:
residences (single-detached or duplex), small apartment houses and townhouses

Minimum Basic Fees

Group IV

Group V:
exposition, fair buildings mausoleums, memorials, monuments museums

- 10% of Project Construction Cost

Group V specialized decorative buildings

- 12% of Project Construction Cost

structures of similar nature or use

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES

Basic Fees based on Project Classification

Group VI :
repetitive construction of buildings

Group VII:
housing projects- several units on a single site

Group VIII :
projects involving extensive detail such as furniture design, built-in equipment, special fittings, screens, counters, interiors and other detailed parts of appurtenances of buildings or structures and landscaping designs

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES

Basic Fees based on Project Classification Group VI : First Structure : Minimum Basic Fee
repetitive construction of buildings Second

Structure: 80% of Basic Fee

Group VII:

Third Structure: 60% of Basic Fee

Succeeding : 40% of Basic Fee

housing projects- several units on a single site

Group VIII :
projects involving extensive detail such as furniture design, built-in equipment, special fittings, screens, counters, interiors and other detailed parts of appurtenances of buildings or structures and landscaping designs

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES

Basic Fees based on Project Classification

Group VI :
repetitive construction of buildings

Group VII:

First unit

: 10%

housing projects- several units on a single site

2-10 units : Fee of 1 unit + 60% for each additional

Group VIII :

11- up

: Fee of 10 + 30% for each additional

projects involving extensive detail such as furniture design, built-in equipment, special fittings, screens, counters, interiors and other detailed parts of appurtenances of buildings or structures and landscaping designs

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES

Basic Fees based on Project Classification

Group VI :
repetitive construction of buildings

Group VII:
housing projects- several units on a single site

Minimum Basic Fee:

Group VIII :

15% of Project Construction Cost

projects involving extensive detail such as furniture design, built-in equipment, special fittings, screens, counters, interiors and other detailed parts of appurtenances of buildings or structures and landscaping designs

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES Basic Fees based on Project Classification

Group IX:
alterations and additions of existing structures belonging to groups I to V

Group X:
opinions, advice, clarifications or explanation on technical matters pertaining to the profession

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES Basic Fees based on Project Classification

Group IX:
alterations and additions of existing structures belonging to groups I to V

Minimum Basic Fee:

150% of Basic Fee

Group X:
opinions, advice, clarifications or explanation on technical matters pertaining to the profession

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES Basic Fees based on Project Classification

Group IX:
alterations and additions of existing structures belonging to groups I to V

Group X:

Minimum Fee: for technical matters

opinions, advice, clarifications or explanation on P200/hour technical matters pertaining to the profession

P500/hour as expert witness

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN SERVICES Payment Schedule

periodic cumulative

upon signing of agreement upon completion of schematic design services

- 5% - 15%

5% 20% 35% 85% 85%

based on winning bid price based on construction cost estimate

upon completion of design development services - 15% upon completion of contract documents services w/in 15 days after awards of bids upon completion of the construction work - 50% - x

- 15% 100%

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SPECIALIZED ALLIED SERVICES services include: interior design services acoustic, communication and electronic engineering services landscape design services physical planning services comprehensive planning services

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SPECIALIZED ALLIED SERVICES interior design services

scope of services

furniture and furnishing layout

furniture dimensions, specifications, locations bids or negotiations with furniture fabricators and other suppliers approve samples of materials, shop drawings
payments

12-20% of cost 5% as coordinator with ID preliminary 30%; final 50%; project completion 20%
SERVICES OF THE ARCHITECT
THE ARCHITECTS NATIONAL CODE

SPECIALIZED ALLIED SERVICES

acoustic, communication and electronic engineering services

scope of services

drawings and specifications for acoustic designs, acoustic treatment, sound

control, sound reinforcement, sound insulation and communication system

specifications of electronic equipment bidding, samples, inspection, work valuation

payments

10-15% of cost 5% as coordinator with consultant preliminary 30%; final 50%; project completion 20%
SERVICES OF THE ARCHITECT
THE ARCHITECTS NATIONAL CODE

SPECIALIZED ALLIED SERVICES

landscape design services

scope of services

general ground modeling plan and planting layout

drawings and specifications of utility lines schedule of plants bidding, samples, inspection, work valuation
payments

10-15% of cost 5% as coordinator with consultant preliminary 30%; final 50%; project completion 20%
SERVICES OF THE ARCHITECT
THE ARCHITECTS NATIONAL CODE

SPECIALIZED ALLIED SERVICES physical planning services

scope of services

project requirements

laws, rules, ordinances, regulations physical allocation of areas budgetary estimates final plans, reports, specifications for government approvals
payments

based on project type, area and location

SERVICES OF THE ARCHITECT
THE ARCHITECTS NATIONAL CODE

COMPREHENSIVE PLANNING SERVICES comprehensive planning services

scope of services

existing land use, resources, social behavior and interaction

environmental analysis, feasibility studies, demographic analysis laws, ordinances, political/social constraints concept development plans, policies, implementing strategies
payments

professional fee plus expenses multiple of direct personnel expense

SERVICES OF THE ARCHITECT
THE ARCHITECTS NATIONAL CODE

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SAMPLE PROJECTComprehensive Planning

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SPECTRUM OF THE ARCHITECTS SERVICES

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SPECTRUM OF THE ARCHITECTS SERVICES

CONSTRUCTION SERVICES

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

CONSTRUCTION SERVICES full-time supervision

Quality control interpretation of contract documents getting information from the client on-site observation notify contractor of deviations follow-up corrective works storage, handling of materials samplings, tests Evaluation design modifications review change orders review payment requisitions target project schedule vis actual schedule

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

CONSTRUCTION SERVICES

full-time supervision
Rccords agreements, permits, licenses progress and accomplishment reports change orders payments processed as-built drawings/information samplings, tests daily inspection reports that include: - weather conditions - manpower availability/distribution - construction activities - equipment utilization - correspondences - decisions made - official visitors - observations/ recommendations

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

CONSTRUCTION SERVICES
legal responsibility
construction supervision group has none under the civil code

compensation
for a construction supervision group, salary or flat rate per month for an architect/full-time supervisor - percentage fee: 1-1.5% of project construction cost

- multiple of direct personnel expense

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SPECTRUM OF THE ARCHITECTS SERVICES

CONSTRUCTION SERVICES

construction management
Coordination and supervision recommends general and specialty contractors coordinates and supervises all construction groups approves methods and systems of construction Quality control and keeping of records functions of construction supervision group become functions of the construction manager Cost and time control programming, planning, scheduling on-site observation pert cpm and cashflow reviews change orders and payments storage, handling of materials samplings, tests

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

CONSTRUCTION SERVICES

construction management
legal responsibility
construction management group has none under the civil code

compensation
percentage fee: 1.5- 3% of project construction cost incentive type contracts

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

THE CONSTRUCTION TEAM

construction management
Owner Architect Engineer-consultants Contractor Construction Supervisor (Clerks-of-work, resident inspector or works engineer)

Construction manager

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SPECTRUM OF THE ARCHITECTS SERVICES

POST-CONSTRUCTION SERVICES building and equipment maintenance

scope of services in-house architect to see that the building and all parts thereat are in good working condition

building and grounds administration

scope of services billing of tenants for rentals and utilities monitoring of security and janitorial services keeping up with local ordinances and building regulations

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

POST-CONSTRUCTION SERVICES

post-construction evaluation
scope of services evaluate actual use of facility determine effectiveness of building and material systems evaluate functional effectiveness of the plan study application and effectiveness of construction compensation salary basis management fee based on percentage: 4-6% of gross rentals

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SPECTRUM OF THE ARCHITECTS SERVICES

COMPREHENSIVE ARCHITECTURAL SERVICES

project management
pre-construction advice owner re design and cost implications periodic cost estimates early purchase of materials bidding documents; check bid packages for overlapping jurisdictions; pre-bid conference; review owners stipulations with the bidders sequencing and phasing of construction works general requirements and temporary facilities

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

COMPREHENSIVE ARCHITECTURAL SERVICES

project management
construction general coordination and scheduling of work supervision and inspection ensures compliance with drawings and specifications confer with architect for interpretation of documents conduct conferences among successful bidders and clarify matters in dispute set-up organizational charts, lines of authority and communication

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

COMPREHENSIVE ARCHITECTURAL SERVICES

construction revise/refine estimates as construction proceeds establish procedures for processing shop drawings, catalogs, samples scheduling of material and cash requirements check adequacy of contractors labor and equipment be aware of contractors safety programs develop with owner and contractor labor relations program maintain records including cost accounting

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

COMPREHENSIVE ARCHITECTURAL SERVICES

construction
progress reports, review applications for progress payments review requests for changes implement special client requirements regarding processing forms or job conditions supply documents for handling claims or disputes advise owner to obtain site survey data

set up joint interval and final inspections

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

COMPREHENSIVE ARCHITECTURAL SERVICES

legal responsibility
project management group has none under the civil code

manner of providing services

architect may

expand his staff by hiring experts needed or form a professional team consisting of architects, engineers, accountant, general contractor, real estate consultant, sociologists, planners, bankers, lawyers

compensation
percentage fee: 2- 5% of project construction cost

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SPECTRUM OF THE ARCHITECTS SERVICES

DESIGN-BUILD SERVICES

design-build service by administration

scope of works prepares schedule of work, construction program, cost estimate hires construction personnel and designates duties procures materials, plants, equipment, licenses and permits authorizes payments of accounts keeps records and books of accounts negotiates with government agencies manages all other businesses of the construction

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN-BUILD SERVICES

design-build service by administration

conditions cost of labor and materials paid directly by the client architects estimate guaranteed on a range of 10% plus or minus architect appoints with clients approval a construction superintendent, purchasing agent, timekeeper and property clerk; salaries to be paid directly by the client cost of permits and licenses incidental to work are paid by the client compensation percentage fee: 7% of project construction cost

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

DESIGN-BUILD SERVICES

design-build service on a guaranteed maximum cost

same services as that of design-build by administration client given a guaranteed maximum cost a revolving capital is given at start of construction; architect does not advance any amount net savings divided between client and architect excess of less than 10%- divided between client and architect excess of more than 10%- architect pays for all extra costs

architects fee either 10% of project construction cost or is built-in in the guaranteed maximum cost

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SPECIALTY SERVICES Heritage Preservation Green Architecture Building Automation others

SERVICES OF THE ARCHITECT

RENOVATIONS/HERITAGE PRESERVATION

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

SERVICES OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

METHODS OF SELECTION direct selection comparative selection design competitions (UAP 209-competition code)

SELECTION OF THE ARCHITECT

THE ARCHITECTS NATIONAL CODE

 percentage of construction cost

multiple of direct personnel expenses professional fee plus expenses

lump sum or fixed fee

per diem plus reimbursible expenses mixed methods of compensation

METHODS OF COMPENSATION
THE ARCHITECTS NATIONAL CODE

200- Code of Ethical Conduct STANDARDS OF PROFESSIONAL PRACTICE 201- Pre-design Services 202- Design Services 203- Specialized and Allied Services 204- Construction Services 205- Post-construction Services 206- Comprehensive Architectural Services

207- Design-build Services

208- Selection of the Architect and Methods of Compensation

UAP DOCUMENTS
THE ARCHITECTS NATIONAL CODE