Scope of Services - Consulting Architects of Alberta

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      3.0  BASIC SERVICES     3.1  FOUNDATION OF BASIC SERVICES    A project is initiated by the client, who describes the anticipated scope of the project. The role of the  client will vary, depending on the experience of the client and the complexity of the project. Therefore,  the  client's  role  in  planning,  financing,  managing  or  coordinating  a  project  should  be  clearly  defined  before the scope of services for the prime consultant is established.  The basic services defined for the  prime consultant must reflect the prime consultant's duty both to satisfy the expectations of the client  and to protect public safety. The basic services contained in this document are based on the following  guidelines:     • The prime consultant is responsible for determining that the scope of basic services of the  consulting team is adequate and based on the needs of the client either documented through a  Project Brief/Description, Functional program or similar description.    • The basic services provide a design that meets the requirements of the governing codes and  regulations.    • Sub‐consultants make the prime consultant aware, at the beginning of a project, of any special  scope requirements that will affect their professional service or the professional service of other  sub‐consultants.    • Each sub consultant is responsible for their scope of services based on their qualifications and  expertise, and takes part in determining an adequate fee in relation to that scope.    • Each sub‐consultant is responsible for the design and review of aspects of the project falling  within that sub‐consultant’s discipline. The prime consultant, the client, the public and the  authorities having jurisdiction have a right to expect that this will be the case, unless  appropriate scope restrictions are clearly identified in any documents bearing the consultant’s  seal.     3.2  BASIC SERVICES BUILT ON THE CANADIAN HANDBOOK OF PRACTICE  There are many descriptions of the scope of basic services of architects and engineers. For the purposes  of  this  document,  the  CAA  and  the  CEA  have  determined  that  the  services  described  in  the  RAIC  Canadian  Handbook  of  Practice  (CHOP 2 ),  current  edition,  will  be  accepted  as  the  minimum  scope  of  services the consultant team is expected to provide on a phase by phase basis.  Each member should  have a current set in their office for reference and communication purposes.    The  CAA  and  CEA  were  of  the  opinion  that  instead  of  recreating  a  set  of  basic  services  CHOP 3 was  extremely valuable in that it describes in detail not only what each stage is, but what each stage should  include as to process and deliverables.  The following summary refers to the CHOP Volume 2 Chapter  2.3.1 Management of the Project.  2  The CHOP refers to “Scope of Services” which should be considered as interchangeable with “Basic Services” in this  document. For clarity and brevity see CHOP 31‐1, page 291 of the pdf version.       Part 1 | Basic Services for Building Projects in Alberta                               Page 10   2010 Version 1.0    2010‐11‐24 
            1. PRE‐AGREEMENT PHASE  3   Upon receipt of notification from a prospective client, undertake tasks prior to a submission or  execution of an agreement.     2. SCHEMATIC DESIGN PHASE  Part A — Tasks prior to starting the schematic design phase  Part B — Tasks to be started after completion of Part A    3. DESIGN DEVELOPMENT PHASE  Part A — Tasks prior to starting the design development phase  Part B — Tasks during the design development phase  4. CONSTRUCTION DOCUMENTS PHASE  Part A — Tasks prior to starting the construction documents phase  Part B — Tasks during the construction documents phase    5.  BIDDING AND NEGOTIATION PHASE  Part A — Tasks during the bidding and negotiation phase    6. CONTRACT ADMINISTRATION PHASE  Part A — Tasks to be completed prior to start of construction and after execution of contract(s)  Part B — Tasks during the contract administration phase  Part C — Ongoing scheduled tasks during the contract administration phase  Part D — Project take‐over tasks    7. POST‐CONSTRUCTION SERVICES  This  scope  of  services  is  reflected  in  RAIC  Document  #6;  the  Canadian  Standard  Form  of  Agreement  between Architect and Client.  This form of agreement is the recommended form of agreement of this  document.    3.3  SUMMARY CHART     The following Basic Services Summary Chart is a summary of each stage found in Section 4.3. The Chart  shows the basic minimum services, potential additional services and special consultant’s services that  may be required for the phases of a typical project. The Basic Services Summary Chart is designed to  assist  the  client  and  prime  consultant  to  determine  the  scope  of  services  to  be  provided.  It  also  can  provide a useful attachment to short form letter agreements. It is highly recommended that the client  and  prime  consultant  review  each  phase  of  the  project,  identifying  the  basis  and  additional  services  required.  These  services  then  become  the  basis  for  the  agreement  between  the  client  and  prime  consultant.       Part 1 | Basic Services for Building Projects in Alberta                               Page 11   2010 Version 1.0    2010‐11‐24 
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