Facility Design Guidelines. Bryan Independent School District

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1 Facility Design Guidelines Bryan Independent School District

2 Table of Contents Introduction Design Criteria 9 General Information Codes and Standards Design Philosophy Design Quality Operating & Building Maintenance Sustainability and Energy Performance Environmental Practices Green Inclusions Energy Performance Daylighting Building Materials Indoor Air Quality Commissioning Life Cycle Costing Space Standards Calculation of Building Areas Building Core Elements Building Entrances Building Circulation Egress Stairs Equipment Rooms Electrical Closets Main Switchgear Room Communications Closets Air Handler Rooms Rest Rooms Trash Dumpsters Custodial Closets Floor and Space Identification Systems on Drawings Assignment of Floor Numbers Assignment of Room Numbers Design Process 16 General Integrated Design Schematic Design Minimum Requirements for Final Schematic Design Submittal Drawings Reports Cost Estimates Basis of Design 2

3 Completion of Schematic Design Design Development Minimum Requirements for Design Development Submittal Drawings Reports Specifications Cost Estimates Completion of Design Development Guaranteed Maximum Price Construction Documents Progress Meetings at 25%, 50%, and 95% 100% Construction Documents Review Construction Document Review Bidding and Contract Award Stage (CSP Only) Contract Award (CSP Only) A/E Analysis (Competitive Bids Only) Construction Pre-Construction Conference Monthly Progress Meetings Color Boards Shop Drawings and Submittals Coordination Drawings Substitution Requests Record Drawings Reviews Administrative Procedures and Requirements Drawing Requirements Specification Requirements Alternates (CSP Only) Unit Prices (CSP Only) Addenda Printing and Binding Requirements Electronic Drawing Files Record Drawings Cost Control Coded Estimate System Cost Estimate Format Division 0 Procurement & Contracting Requirements 34 3

4 General Information Division 1 General Requirements 35 General Information Division 2 Existing Conditions 36 Survey Geotechnical Investigations Demolition Tree Protection Division 3 Concrete 40 Concrete Void Space Below Grade Beams General Floor Loading Porches and Steps Cement Finished Floors Crawl Space Under Suspended Structural Foundations Concrete Reinforcing Precast, Tilt-up and/or Special Finished Concrete Roof Decks Mow Strips Division 4 Masonry 42 Brick Brick Selection Procedure Concrete Masonry Units Stone Overhung Masonry Masonry Accessories Division 5 Metals 43 Structural Steel Cold-Formed Metal Framing Metal Fabrications Metal Stairs Division 6 Wood, Plastics and Composites 44 General Information Wood Treatment Sheathing Finish Carpentry Millwork Architectural Wood Casework 4

5 Division 7 Thermal and Moisture Protection 45 General Information Building Insulation Roofing Division 8 Openings 46 General Information Doors and Frames Entrances, Storefronts and Curtain walls Windows Hardware Glazing Division 9 Finishes 60 General Information Gypsum Wallboard Tile Suspended Acoustical Ceilings Carpet Systems Resilient Tile Flooring Vinyl Wall Covering Painting and Coating Division 10 Specialties 63 Graphics Toilet Partitions Corner Guards and Rails Toilet Accessories Fire Extinguishers and Cabinets Division 11 Equipment 64 Audio-Visual Equipment Household Appliances Division 12 Furnishings 65 Window Treatments Book Shelves Furniture Selection Fixed Seating Division 14 Conveying Equipment 66 Elevators 5

6 Accessibility Standards Signals Flooring Emergency Generators Division 15 Mechanical 68 Division 16 Electrical 87 Division 21 Fire Suppression 103 General Information Fire Suppression Systems Special Systems Fire Department Lock Box Division 22 Plumbing 105 General Information Piping Plumbing Mechanical Equipment Rooms Rest Rooms Division 23 Heating, Ventilating and Air Conditioning 108 Division 27 Communications 113 General Information Telecommunications Facilities Telecom Equipment Rooms Building Telecommunications Entrance Facilities Floor/Zone Terminal Closet Facilities Station Telecommunications Cable Distribution Facilities Station Telecommunications Outlet Facilities Cable Testing Intercom and Audio Visual Systems Cable Television Systems Division 28 Electronic Safety and Security 117 Fire Detection and Alarm Systems Security Camera Matrix Division 31 Earthwork 118 Establishing the Finish Floor Elevation Site Clearing Topsoil Grading Excavation, Trenching and Backfilling of Utilities 6

7 Lime Stabilization Termite Treatment Void Space below Grade Beams Division 32 Exterior Improvements 121 Site Paving Concrete Walks Concrete Joints Trash Removal Porches and Steps Landscape Irrigation Division 33 Utilities 127 General Information Sanitary Sewer Domestic Water Concrete Utility Boxes Chilled and Heating Water Distribution Electrical Distribution Site Lighting Site Telephones Manholes ADDENDUM 130 7

8 Introduction General Information The Facility Design Guidelines are intended as guidance for the project architect/engineer team and the contractor team during the design and construction process for the Bryan Independent School District (BISD) improvement projects. The content covers specific design criteria, the design process and administrative procedures for permanent buildings and improvements within the District. Subsets of the document will pertain to renovation, civil, and other projects. Most of the building/improvement related issues are covered in the document. The project A/E should also refer to items covered in the A/E Services Agreement and in the project s program of requirements. The BISD Facility Design Guidelines (FSD) should be used in conjunction with the project specific program of requirements and existing service agreements. Should a conflict arise between the FSD and specific project requirements, the A/E, Construction Manager at Risk (CMAR) or General Contractor (GC) shall contact the BISD Director of Construction for clarification. The FSD guidelines are not intended to prohibit the use of alternative methods, systems, products or devices not covered in the document. All alternatives shall be documented by the A/E, CMAR and GC and submitted for approval to the BISD Director of Construction prior to implementation. Individuals and firms contracting with the Bryan Independent School District should be aware of the unique circumstances involved in contracting with a public school district in Texas. Many of the items are included in the following list: As a public entity, Bryan ISD has responsibility to provide the greatest security possible in maintaining the welfare of the students entrusted to it. For that reason, the District has adopted a set of policies that can be accessed at under the heading Board Policies. Of particular interest to contractors will be policy CJA (Legal) (Attachment I). The legal requirement that all individuals who may come in direct contact with students having passed a criminal background check, including finger printing, will be strictly enforced. It is the responsibility of the contracting party to provide proof of having completed the background check for all employees who may be on BISD property. Bryan ISD will refuse the use of tobacco or alcoholic products by any individual while on District property. Bryan ISD reserves the right to limit or exclude the use of loud music, loud talking, or profanity, either written or spoken, while on District property. Bryan ISD reserves the right to limit access to facilities while students are present, to the extent that job-related functions may be required to be performed outside the regular school day. Bryan ISD will pay invoices only after Board approval at a called meeting of the Board of Trustees. Typically, the Board meets the first Monday of each month. Invoices submitted one week in advance of the Board meeting may be approved for payment at the meeting. Invoices received after that date will be held for approval and payment until the next scheduled Board meeting. Bryan ISD will pay only invoices that can be referenced to a specific purchase order delineating the work to be done. 8

9 Design Criteria General Information Codes and Standards Compliance with all city, state and federal laws applicable to construction is required for all BISD projects. The following is a list of applicable codes: 1. Life Safety Code, NFPA 101, current edition, and all referenced codes. 2. International Building Code, current edition, International Code Council, Inc., (for all items not covered by Life Safety Code). 3. Other applicable National Fire Codes, NFPA. 4. State Energy Conservation Design Standard (ASHRAE 90.1-current Energy Standard). 5. State Energy Conservation Office (SECO) Suggested Water Efficiency Guidelines for Buildings and Equipment at Texas State Facilities. 6. Other applicable ASHRAE Standards 7. International Plumbing Code and International Mechanical Code, current edition, International Code Council, Inc. 8. Building Service Piping, ASME/ANSI B Applicable ANSI, ASTM and ASME codes and standards 10. Applicable OSHA, EPA and Texas Commission on Environmental Quality (TCEQ) regulations 11. Texas Accessibility Standards (TAS), Texas Department of Licensing and Regulations, Architectural Barriers Act, Ch. 469, Government Code. 12. Current Americans with Disabilities Act, Public Law Safety Code for Elevators and Escalators, ASME A17.1 & A TIA/EIA Standards. 15. FM Global Standards for Roof Systems and Fire Protection Systems The project A/E is required to submit sealed documents for an accessibility review. The required review should be accomplished by a Registered Accessibility Specialist (RAS) located in Brazos County. The RAS will be utilized for the plan review and the post construction inspection. The cost of the review and inspection will be borne by BISD. The project GC will be required to secure permits from all city, state and federal government agencies when necessary. Design Philosophy Design Quality 1. BISD is committed to excellence in the design and construction of buildings. 2. It is the intent of the District to strive for the highest quality of aesthetics while delivering a project that is cost effective to operate and maintain throughout the life of the structure. 3. Additionally, design flexibility that allows change over time as need and function changes will be sought. 9

10 Operating & Building Maintenance 1. Systems and materials incorporated into all buildings should be selected on the basis of long term operations and maintenance costs. 2. The design should incorporate ease and efficiency of operation and allow for cost effective maintenance and repair. 3. The project A/E should seek constant continuous feedback from BISD during design. 4. Detailed instructions from the project A/E stating the design intent for all building systems and the operation and maintenance procedures are required during the design process. 5. All new construction in BISD should be designed with expansion in mind. 6. All new site development should include stub out utilities for a minimum of three portable building additions. Sustainability & Energy Performance 1. The design of all buildings shall incorporate established principles of sustainable design and energy efficiency. 2. Design following those principles will improve the buildings performance while enhancing occupants health, satisfaction and performance. 3. Sustainable design is an integrated approach in which all phases of the building life cycle are considered. 4. The energy performance of the building should meet or exceed any code requirements. Environmental Practices: Bryan ISD is dedicated to the incorporation of green technology in building design. Included in the design process will be considerations of items from the following list, which is not inclusive of all green building concepts available and that shall be considered: 1. Reflective roofs; 2. Solar energy for electricity and water heating; 3. Geo-thermal air conditioning and heating; 4. Biodegradable food service preparation and presentation techniques; 5. Wind energy; 6. Building orientation to maximize energy savings through seasonal changes; 7. Incorporation of energy efficient lighting and equipment; and, 8. Use of control systems to determine electrical energy uses times. Energy Performance 1. All buildings shall be designed to exceed the requirements of the current edition of ASHRAE 90.1 by 17.5%. 2. Energy modeling by the project team will be required to verify energy performance of buildings. Daylighting 1. In order to maintain a relationship between the building occupants and the outdoors, direct views of the outside must be provided for at least 75% of the regularly occupied areas unless the needs of the spaces dictate otherwise. 10

11 2. The building design should strive to provide outside views for 100% of all class rooms in the building. 3. If daylighting systems, beyond windows, are included in the design for daylight harvesting the project team must take special concern to ensure adequate daylight illumination, avoid common glare issues and fully integrate the lighting and mechanical systems with the interior architecture and daylighting systems. Building Materials Wherever possible, products and materials with recycled-content and no volatile organic compounds (VOC) shall be specified in the building design. Indoor Air Quality 1. Products incorporated into the design shall have minimal or no VOC off-gassing and noxious odors. 2. The design shall follow ASHRAE 62. Commissioning 1. BISD will consider employing commissioning practices to assure delivery of program goals and related performance requirements for all building projects. 2. The project A/E shall coordinate commissioning practices with BISD and the contractor (if the delivery method is construction manager at risk or design-build) during design. Life Cycle Cost Analysis 1. Life Cycle Costing (LCC) compares initial investment options and identifies the least cost alternatives for a twenty year period. 2. It shall be incorporated in the selection of major building systems and to determine the viability of LEED items. 3. LCC can also support selection of all building systems that impact energy use: building envelope, passive solar features, fenestration, HVAC, domestic hot water, building automation and lighting. All LCC efforts should be completed in the Design Development phase of the project. Space Standards Calculation of Building Areas 1. The method used to calculate the assignable square feet and gross square feet in a building is based on guidelines from the Texas Education Agency (TEA). 2. The guidelines are intended to establish common standards for building inventory for all state institutions. 3. In large part the guidelines are also based on those from the U.S Department of Education, National Center for Education Statistics. 4. Gross area should be computed by measuring from the outside face of exterior walls, disregarding cornices, pilasters, buttresses, etc., which extend beyond the wall face. 5. The gross area includes all floored spaces from ground level through top floor. 6. It includes basements (except unexcavated portions), attics, garages, enclosed porches, penthouses, mechanical equipment floors, lobbies, mezzanines, balconies (inside and 11

12 outside) utilized for operational functions, and corridors (provided they are within the outside face lines of the building). 7. The gross area is the sum of floor areas of a building included within the exterior walls for all stories or areas that house floor surfaces including attics, basements, subbasements, penthouses, mechanical rooms, etc. 8. These are areas with six foot six inch clear headroom or areas with lower ceilings that are usable for storage or other purposes. 9. Gross area does not include open courts and light wells, or portions of upper floors eliminated by rooms or lobbies which rise above single-floor ceiling height. 10. Net Assignable Area is defined as the sum of all areas within the interior walls of rooms on all floors of a building assigned to or available for assignment to an occupant or use, excluding unassignable space. 11. Unassignable area of a building is the sum of space within a building not assigned to directly support academic programs. 12. Included are: Building support areas used for the protection, care and maintenance of a building, circulation areas such as corridors and stairwells Mechanical areas which are areas designed to house mechanical equipment, utility services and shaft areas Inactive areas space in a building that once was assignable but is permanently no longer in use Shell space or unfinished space designed to be converted into usable space at a later date and public restrooms which are accessible to the public. Building Core Elements Building Entrances 1. All main entry points to a building must be provided with a security vestibule and; have walk-off mats acceptable to BISD. 2. Weather protection must also be provided for the exterior doors. Building Circulation 1. The building circulation system (corridors) should be clearly designed to lead building occupants from entrances to their destination. 2. It is desirable to introduce as much natural light as possible into corridors, through windows, transoms or borrowed light. 3. Utility systems should be routed in circulation pathways to provide access to utilities without disrupting occupied spaces. Egress Stairs 1. The location and design of egress stairs within buildings should encourage use for everyday vertical circulation. 2. Magnetic door hold open devices, interconnected to the building fire alarm system, are allowed to keep interior doors open to egress stairs in an open position to encourage their use. 3. All stairway handrails should be attached to mounting brackets spaced at no greater than six foot intervals. 12

13 Equipment Rooms 1. All mechanical and electrical equipment rooms must be designed with adequate aisle space and clearances around equipment to accommodate maintenance from the floor and replacement of items 2. There must be a defined pathway from all equipment rooms to the building exterior of adequate size to permit the replacement of equipment 3. The path may involve corridors, elevators, knock-out panels, hoists and provisions for cranes, etc. 4. Plans and elevations for all equipment rooms, at a scale not less than ¼ = 1-0, shall be prepared for each room to indicate that adequate circulation and maintenance areas are provided 5. All equipment rooms must be designed to control noise transmission to adjacent spaces including corridors. Electrical Closets 1. Electrical closets must be designed so NO wall is centered on a structural beam that would interfere with vertical risers 2. Do not route building utility capable of conveying liquids through electrical closets. The only exception allowed is the branch sprinkler line serving only the sprinkler head in an electrical closet. 3. NFPA 13 allows the electrical closet to be unsprinkled if a 2 hour wall and door are used. 4. Access to electrical closets must be from within the building from the corridor system and not through any other space. 5. Doors should open out from space to maximize usable interior floor and wall area. Main Switchgear Room 1. The main electrical switchgear room for a building should be located on the ground floor. 2. It shall never be located below restrooms, custodial closets or at an elevation that requires sump pumps for drainage. Communication Closets 1. Communication closets must be designed so NO wall is centered on a structural beam that would interfere with vertical risers. 2. Communication closets must be provided on each floor and located such that no wiring run exceeds 270 feet. 3. A single communication closet can generally serve 10,000 square feet of floor space. 4. Access to communication closets must be from within the building from the corridor system and not through any other space. 5. Doors should open out from space to maximize usable interior floor and wall area. 13

14 Air Handler Rooms 1. Air Handler rooms should be designed so that they stack vertically and NO wall is centered on a structural beam that would interfere with vertical risers. 2. The spaces must be arranged and sized to provide maintenance staff with safe access to all pieces of equipment for routine maintenance. 3. Access to air handler rooms must be from within the building from the corridor system and not through any other space. 4. Doors should open out from space to maximize usable interior floor and wall area. 5. Coil pull space must be provided within each mechanical room. Rest Rooms 1. Rest rooms must be located on each floor and should be located within 200 feet of every occupied space. 2. Rest rooms should be grouped with custodial closets for ease of maintenance and to reduce plumbing runs. 3. Rest rooms should be sized to accommodate a minimum fixture count determined by the International Plumbing Code (IPC) and accessibility based on the Texas Accessibility Standards. 4. Rest rooms serving assembly areas must accommodate short term, high volume traffic and will require higher fixture counts. 5. The number of fixtures for women s rest rooms shall be higher than minimum determined by the IPC. 6. The increase will vary according to project and campus, up to a fixture ratio of 1/3 men to 2/3 women. 7. Direct or reflected lines of sight into restrooms and dressing rooms from the corridor are prohibited. Trash Dumpsters Either in the loading dock service yard or a separate masonry enclosure shall provide a concrete pad for trash dumpsters. Custodial Closets 1. Should consist of 80 sq. ft. minimum floor space, include shelf and mop sink. 2. The minimum clear width of a custodial closet is six feet. 3. A closet of that size can serve a floor area up to 50,000 gross square feet (gsf). 4. Building designs with floor areas larger than 50,000 gsf shall require more than one custodial closet per floor. 5. Doors should open out from closet to maximize usable interior floor and wall area. 6. Custodial closets shall not have telephone, cable television, data, mechanical or electrical cables or equipment nor roof or under floor access. 7. The custodial closet should be located near the restrooms on each floor. 8. Smaller custodial closets approved by the BISD Director of Construction may be utilized in outlying small buildings but should have the basic items such as mop 14

15 sink, shelving, mop and broom hangers, and room enough to store cart and floor buffer. 9. Smaller custodial closets should have an area of not less than fifty (50) square feet and a minimum clear width of five feet. Custodial closets shall contain the following: 1. Standard 2'x2'x8" floor corner mounted mop sink located close to door. 2. Wall surfaces material above the mop sink must to be moisture resistant. 3. Provide six mop hangers, above the mop sink and twelve mop and broom hangers along wall near the mop sink. 4. Provide shelving on one side wall, at least four 12 shelves 16" to 18" apart with the bottom one being approximately two feet from floor. Adjustable heavy duty shelving systems are acceptable. 5. Overhead fluorescent lighting controlled from switch just inside door. 6. One electrical duplex outlet on each side wall. Floor and Space Identification Systems on Drawings 1. Each space shall be identified by name as agreed to by the Director of Construction. 2. Room numbers used in the Construction Documents will become the actual and permanent space numbers. Assignment of Floor Numbers 1. The floor level containing the primary entrance shall be considered the First Floor and shall be numbered in the 100 series 2. The floor above, the Second Floor, shall be numbered in the 200 series. 3. Basement level shall be numbered 001 series. Assignment of Room Numbers 1. The rooms on each floor opening off of either side of a corridor shall be numbered consecutively in a clockwise direction from the primary entrance which shall be If there is more than one main entrance to the building use the one mutually agreed to by the BISDDirector of Construction. 3. Rooms and spaces not opening off a corridor shall carry the room number of the connecting room with an additional decimal number (108.1, 2, 3, etc.). 4. Letter clockwise, if more than one room is involved. 5. Corridors, vestibules and other areas and spaces which have not been assigned numbers may be assigned numbers for completing room finish schedules and for use in reference notes and correspondence. 15

16 Design Process General The Design Process described in this section is primarily for Construction Manager at Risk and Design-Build delivery process. Items specific to Competitive Sealed Proposal or other delivery methods are so noted. Integrated Design Schematic Design 1. Representatives from all parties to the design and construction of the project, the Architect/Engineer team, the Contractor team, and the BISD team are expected to work collaboratively and openly sharing information, knowledge and experience from the beginning of the Schematic Design through the completion of construction. 2. Representatives from all teams and all disciplines are expected to attend and actively participate in all design meetings. 1. The Project A/E team and the Contractor team shall make professional evaluations of design problems and issues related to a project, analyze the advantages and disadvantages of each evaluation, and recommend cost effective solutions in the Schematic Design phase. 2. The A/E is responsible for the design and arrangement of building components and spaces to provide aesthetically pleasing and functional spaces for the District. 3. Detailed studies by the A/E and Contractor will be required during the design phase to establish the most economical and efficient use of the site, use of materials and construction methods in order to accomplish the District s requirements for the project within the approved budget. It is anticipated that several meetings involving all participants from the A/E team, the Contractor team, and the BISD team will be required to develop a design that satisfies the program requirements within the project budget. 4. For a typical building project the first Schematic Design meeting will explore possible ways to place the building on the site and begin to explore the building mass. 5. Other Schematic Design meetings will explore arrangements of the individual spaces, including required support spaces, massing and building elevations. 6. The BISD Director of Construction shall receive a copy of all presentation materials a minimum of two (2) days prior to each of the Schematic Design meetings. 7. Each Schematic Design meeting may involve multiple presentations to various groups and committees. 8. Presentation planning shall be made with consultation with the BISD Director of Construction for specifics of each Schematic Design presentation. 9. Drawings for the first Schematic Design meetings can be in rough form, such as butter-paper sketches, since revisions will probably occur. 10. Computer imaging and modeling is encouraged. 11. Hardcopies of all concepts to be presented are required. 16

17 12. All members from the A/E team and the Contractor team shall be present and participate at the meetings. 13. At each of the Schematic Design meetings the Project A/E shall prepare and present a minimum of three (3) different schemes. 14. At the end of each of the meetings the Project A/E will have a direction from the Owner and User concerning the design direction for the next Schematic Design meeting. 15. The final Schematic Design review meeting will determine the arrangements of all building spaces as well as the exterior appearance of the building. 16. The final Schematic Design review meeting will be scheduled a minimum of one (1) week after the submission of all required materials. 17. Some projects may be able to accomplish Schematic Design in fewer meetings. 18. The A/E will not proceed to Design Development until all requirements for Schematic Design have been satisfied and approval of Schematic Design has been received from the District. Minimum Requirements for Final Schematic Design Submittal Drawings Drawings 1. All sheets shall have a text scale and graphic scale. 2. All applicable sheets shall have a north arrow in a consistent orientation. 3. If the site plan(s) and/or floor plan(s) is divided over multiple sheets than a key map near the title block is required. 4. Plotted sheet size cannot exceed ANSI E Size Sheet (34 by 44 ) 5. All text on drawing must be legible on half size sets of drawings. Hazardous Materials: Plan(s) shall show the location of hazardous materials found during a site survey. Civil: 1. Site plan(s) at the same scale and orientation as the architectural site plan must show existing and new vehicular and pedestrian circulation, existing and new civil utilities, site drainage areas and calculations of runoff, existing and new contours, existing and new site features, limits of construction and construction staging area. Landscape: Site plan(s) at the same scale and orientation as other site plan(s) showing existing and new planting, existing and new irrigation zones and other site features. Structural: 1. Floor plan of all levels showing column grid, preliminary location of beams with sizes, location of openings and shear walls and floor depressions. 2. Preliminary Foundation Plan 3. Preliminary roof framing plan showing major roof slopes. Architectural: 17

18 1. Architectural site plan showing all existing and new site features as well as limits of construction and construction staging area. 2. Floor plan of all levels showing fire walls, hazard level occupancies and travel distances. 3. Floor plan of all levels showing room names, capacity information (occupancy), relative wall thicknesses, door swings, fixed casework and equipment, floor elevation, column grid, wall fire ratings, travel distances. 4. Floor plan of all areas showing room names, preliminary furnishings and movable equipment, indication of floor and wall finishes. 5. All elevations showing materials, floor elevations, fenestration, exposed mechanical and electrical equipment, finish grades and significant site features. 6. Major building sections showing relative thickness of floors and walls, floor elevations, finish grades, room names, and significant mechanical and electrical equipment. 7. Exterior and interior perspectives and/or animations to illustrate design. Equipment: Floor plan of typical laboratories showing laboratory casework and laboratory equipment. Plumbing: Floor plan of all levels showing all plumbing equipment and preliminary routing of main horizontal and vertical runs. Mechanical: 1. Site plan(s) at the same scale and orientation as other site plan(s) showing existing and new thermal and gas lines as well as limits of construction. 2. Typical enlarged mechanical room plan showing equipment and required maintenance access. Electrical: 1. Site plan(s) at the same scale and orientation as other site plan(s) showing existing and new electrical distribution as well as limits of construction and construction staging area. 2. Typical enlarged electrical room plans showing equipment and code required access. 3. One line diagram of electrical system Telecommunications: 1. Site plan(s) at the same scale and orientation as other site plan(s) showing existing and new telecommunications, data and cable television distribution as well as limits of construction. 2. Floor plan showing typical means of cable distribution. 3. Typical enlarged data/telecomm room plan showing equipment and access. 4. Typical enlarged plans showing location of audio-visual equipment. 5. One line diagram of data, telecommunications, broadband distribution and audiovisual systems. 6. Reports shall be on letter size paper and all bound together in a three-ring binder or spiral bound. All reports shall also be delivered in Acrobat pdf format. 18

19 Basis of Design The Basis of Design is a narrative description of the project containing the basic information, criteria, logic, major decisions, evaluations and considerations developed in the following applicable categories to prepare the Schematic Design submittal. 1. Hazardous Materials Survey Narrative 2. Civil and Landscape Design Narrative 3. Structural Design Narrative 4. Architectural Design Narrative 5. Mechanical Design Narrative 6. Plumbing Design Narrative 7. Electrical Design Narrative 8. Data/Telecommunications Design Narrative 9. Audio Visual Design Narrative 10. Sustainable Design Narrative using LEED 2.2 Summary 11. Listing and size of spaces comparing POR with Schematic Design Completion of Schematic Design Completed final Schematic Design documents are a result of a completed product and are not a function of time or duration of work. Final Schematic Design documents that are on average 100% complete are not acceptable. Upon completion of Schematic Design the following are established: Design Development 1. The project scope, form and spatial relationships are defined. 2. The selection and initial design of major building systems such as exterior envelope, structure, mechanical, plumbing and electrical are finalized. 3. A preliminary construction schedule is established. 4. The project as defined is achievable within the established amount available for the Construction Contract based on continuous input from the Construction Manager at Risk. 1. The approved Schematic Design shall be developed into Design Development documents sufficient to fully reveal all aspects of the project. 2. Included will be all items to meet the System Member's needs, and development of all facility components to fully illustrate the proposed aesthetics, construction, systems, utilities, services, and accessories. 3. Between the Schematic Design approval and the submission of Design Development most projects will require various meetings to identify the full requirements for basic components of the design as well as special or unique components such as data/telecommunications, audio visual systems, security systems, food service requirements, laboratory design, etc. 4. It is anticipated that the meetings will occur, at a minimum, monthly. 5. Results of the meetings must be documented in a narrative describing systems and identifying the scope that will be in the project. 19

20 6. All submitted documents shall be complete and coordinated between design disciplines. 7. All documents will address all comments from Schematic Design phase. Minimum Requirements for Design Development Submittal (Includes requirements for Schematic Design Submittal) Drawings General Information Sheet(s) showing design criteria, net and gross square foot per floor, legend of symbols, abbreviations, drawing conventions, vicinity map & project location map. Hazardous Materials Civil Plan(s) showing location of hazardous materials found during survey. 1. Demolition Site Plan containing all site demolition. 2. Overall site plan(s) showing all new civil construction with demolished items removed including spot elevations and dimensions. 3. Separate plans showing site grading. 4. Separate plans showing new vehicular paving with jointing and dimensions. 5. Separate plans showing pedestrian paving with jointing and dimensions. 6. Composite utility map including site mechanical, electrical and telecommunications. 7. Separate plan and profile sheets for site water, sanitary and storm drainage. 8. Drainage plan with calculations. 9. SWPPP plan and details. 10. Typical detail sheets. Landscape 1. Overall site plan(s) showing all new landscape construction with demolished items removed. 2. Separate plans showing landscape features with spot elevations and dimensions. 3. Separate plans showing new plantings. 4. Separate plans showing new irrigation areas with type of heads and flow rates. 5. Typical detail sheets. Structural 1. Foundation plan with pier sizes. 2. Crawl Space grading plan showing drainage. 3. Floor plan of all levels showing column grid, location of beams and shear walls. 4. Column and beam schedules. 5. Typical detail sheets. Architectural 20

21 1. Floor plan of all levels showing room names, room numbers, capacity information (occupancy), actual wall thicknesses, floor elevation, structural grid, equipment, casework, vertical transportation and dimensions. 2. Floor plan of all levels showing fire protection elements and egress plan with travel distances 3. Floor plan of all areas showing room names, room numbers, all furnishings and equipment, indication of finishes 4. Reflected ceiling plans 5. Roof plan showing major rooftop equipment 6. Interior Finish Schedules 7. Door Schedules 8. Window/Glazing Schedules 9. All elevations showing materials, floor elevations, exposed mechanical and electrical equipment, finish grades and significant site features 10. Interior elevations of typical spaces like restrooms and casework and major spaces like lobbies and ballrooms. 11. Major building sections showing actual thickness of floors and walls, floor elevations, finish grades, room names, and significant mechanical and electrical equipment. 12. Typical wall sections and details 13. Enlarged stairways plan and section with railing details 14. Enlarged plan of restrooms with interior elevations 15. Enlarged plan and interior elevations of auditoriums and tiered lecture halls 16. Typical detail sheets. Equipment 1. Floor plan of all laboratories showing laboratory casework and laboratory equipment. 2. Enlarged plan and elevations of typical laboratory spaces. Plumbing 1. Floor plan of all levels showing all plumbing fixtures/equipment and routing of horizontal and vertical runs. 2. Details of major equipment and special conditions. Mechanical 1. Site plan(s) at the same scale as other site plan(s) showing existing and new thermal and gas lines as well as limits of construction and construction staging area. 2. Floor plans showing single line duct layout for supply air, return air and exhaust air and location of mixing boxes, coils, dampers, etc 3. Enlarged mechanical room plans showing equipment, maintenance access 4. Preliminary mechanical equipment schedules 5. Typical details Electrical 21

22 1. Site plan(s) at the same scale as other site plan(s) showing existing and new electrical distribution as well as limits of construction and construction staging area. 2. Floor plans showing typical light fixture layouts. 3. Floor plans showing typical power outlet layouts 4. Enlarged electrical room plans showing equipment and code required access 5. One line diagram of electrical system 6. Telecommunications 7. Site plan(s) at the same scale as other site plan(s) showing existing and new telecommunications, data and cable television distribution as well as limits of construction and construction staging area. 8. Floor plans showing means of cable distribution location of all devices and outlets 9. Enlarged data/telecomm room plan showing equipment and access 10. Enlarged plans showing location of audio-visual equipment 11. One line diagram of data and telecomm systems Reports Specifications Specifications for significant architectural materials and engineering systems and equipment indicating quality of materials used in project Cost Estimate Completion of Design Development 1. Completed Design Development documents are a result of a completed product and are not a function of time or duration of work. 2. Final Design Development documents that are on average 100% complete are not acceptable. 3. Upon completion of Design Development the following are established such that the Construction Manager at Risk can provide a Guaranteed Maximum Price for the project: i.*the project scope, form and spatial relationships are finalized. ii.*the design of all major building systems such as civil, landscape, site utilities, exterior envelope, interior finishes, and structure, mechanical, plumbing, electrical and special systems such as telecommunications, data, audio-visual and security are completed. iii.*a construction schedule is established. iv.*the project as designed is achievable within the established Amount Available for the v.*construction Contract based on continuous input from the Construction Manager at Risk. 4. After approval of Design Development, the A/E shall develop a PowerPoint presentation of the project that includes campus plan, site plan, floor plan(s), building sections, building elevations, and exterior perspectives. 22

23 5. The exterior perspective in the PowerPoint presentation can be a digital copy of the framed perspective. 6. The PowerPoint will be used by the BISD Director of Construction to present the project to the Board of Trustees for approval. 7. The slides shall have light colored backgrounds. Black background with white line work is not allowed for PowerPoint presentation. 8. After approval of the Design Development, the A/E shall furnish the following if required in their agreement: i.*presentation rendering(s) shall consist of an exterior view and/or interior view, drawn in perspective, at a scale of sufficient size (24" x 30" min.) to convey a true representation of the design of the project without distortions that would give misleading impressions. ii.*landscape features together with existing structures should be indicated in a realistic manner. iii.*the perspective, professionally prepared, may be rendered in any color media, provided suitable reproductions can be made from the media selected and it shall be glazed with non glare glass and framed. iv.*the frame shall be anodized aluminum in a rectangular profile with dimensions approximately ¾ by 1-1/4. v.*the name of the project, location, and the name of the A/E shall appear along the lower edge of the perspective. vi.*photographs of models are not acceptable. Guaranteed Maximum Price 1. In the CMAR Agreement the Construction Manager is required to submit a Guaranteed Maximum Price Proposal (GMP) based on the Design Development documents and review comments. 2. The GMP is required to be submitted to the BISD Director of Construction no later than three (3) weeks after the Design Development Review Meeting. 3. The A/E team is expected to assist the Contractor in developing the GMP. Construction Documents The approved Design Development documents shall be developed into Construction Documents sufficient to construct the project. Progress Meetings 1. The project time schedule and the agreements identify interim progress meetings for review of Construction Documents by BISD staff generally at 25%, 50% and 95% stages of completion. 2. The meetings do not constitute approval of documents to date, but are for the purpose of answering questions and resolving problems. 3. During the 25% Construction Documents meeting the Project A/E needs to present to the BISD Director of Construction and others at least two interior color schemes for comments. 4. Updates and refinements to the mechanical systems sequence of operation need to be presented for comment. 5. Also, during the review the team must review cut-sheets of all major elements of the design and pieces of equipment with BISD personnel. Examples of these are 23

24 curtain wall systems, fixed seating, laboratory equipment, audio visual equipment, air handling units, variable air volume boxes, plumbing fixtures and light fixtures. 6. Verify list of items requiring cut-sheets with BISD Director of Construction. 7. During the 50% Construction Documents meeting the Project A/E needs to present to the BISD Director of Construction and others the revised interior color scheme for comments. 8. Updates and refinements to the mechanical systems sequence of operation need to be presented for comment. 9. Also, during the review the team must review revised cut-sheets of all major elements of the design and pieces of equipment. 10. During the 95% construction documents review, drawings for all divisions of work shall be complete and thorough in all respects, well coordinated, clear, and neatly drawn and in accordance with the Standard of Care for the professions. 11. Completed Construction Documents are a result of a completed product ready to be used for construction (bidding in the case of CSP delivery) and are not a function of time or duration of work. 12. Construction Documents shall not be submitted for review until all documents are 95% complete and a complete quality control/coordination check has been made by the Project A/E of all documents. 13. If the Construction Documents are missing information from team members or drawing sheets are obviously incomplete do not submit for the 95% Detailed Design review. If cursory review by BISD Director of Construction indicates that the documents are not 95% complete, the submittal will be returned for completion. Construction Document Review 1. A Construction Documents review meeting will be scheduled by the Project Manager to include representatives from the A/E team, the Contractor team, and the BISD staff for a detailed discussion of comments. 2. All comments from the Construction Documents review meeting shall be incorporated into the final documents prior to issuance for construction (bidding in the case of CSP delivery). 3. No lengthy addendum to correct the CSP bid documents is acceptable. Bidding and Contract Award Stage (CSP Only) 1. The BISD Director of Construction will establish the dates for advertising, preproposal conference, and proposal opening in consultation with the Project A/E for major projects that utilize the Competitive Sealed Proposal process to procure a Contractor. 2. The CSP process calls for a four (4) part proposal submittal. The proposal parts are identified as: i.part 1 - Competitive Sealed Proposal (Price and Time) ii.part 2 - Proposer s Qualifications iii.part 3 - HUB Subcontracting Plan iv.part 4 - Subcontractor s Qualifications and Cost Reduction Suggestions 3. The Project A/E is responsible for helping to secure good competitive proposals. 24

25 4. The Project A/E shall oversee the distribution of plans and specifications to general contractors, sub-contractors, suppliers and plan rooms. 5. The Project A/E shall also forward to the BISD Director of Construction and all plan rooms on a weekly basis a list of all plan holders. 6. The Request for Proposals (Bid Advertisement) will be prepared and submitted to the media by the Project A/E. 7. A copy of the advertisement will be provided by the Project A/E to be included in the Specifications. 8. In addition to the bound plans and specifications all general contractors shall be provided two (2) loose copies of the Proposal Parts 1 through 5 and two (2) loose copies of the Bid Bond form envelope. 9. If addenda are issued by the Project A/E, each Addendum sheet shall be dated with pages numbered consecutively. 10. The Project A/E is responsible for the distribution of all addenda to all plan holders at no additional cost. 11. The Project A/E and required consultants will attend the Pre-proposal Conference prepared to receive contractor s questions and conduct a site tour if necessary. 12. The project estimated cost will be prepared and submitted 10 days before receipt of proposals and should reflect any factors affecting the cost that the Project A/E may be able to determine during the bidding period. 13. The BISD Director of Construction will prepare a "Bid Tabulation Form", with assistance from the Project A/E, which lists all expected general contractors and provide sufficient quantities to satisfy the needs at the Bid opening. 14. The Project A/E is required to attend and assist with the proposal opening procedure. 15. At the conclusion of the proposal opening the Project A/E will be provided one (1) copy of all General Contractor Qualifications submittals. 16. The Project A/E will also receive instructions from the BISD Director of Construction as to their responsibilities during the contractor evaluation and negotiation period. 17. One week later the Project A/E will also be provided one (1) copy of all Subcontractor Qualifications Submittals by the BISD Director of Construction. 18. The Project A/E will assist in analyzing bid proposals, and provide reports as required concerning the experience, qualifications and references of the bidders, including the named subcontractors and suppliers. 19. The Project A/E is required to attend the contractor evaluation meeting. 20. The Project A/E shall bring all required submittals to the meeting. 21. BISD Director of Construction will retain all copies and return them to the contractor. 22. The Project A/E will assist the Owner during negotiations with the selected Contractor by evaluating the value engineering offerings from the selected Contractor. 23. The A/E will be required to provide any and all documentation required to adequately describe the nature and extent of all accepted value engineering items. 24. The Project A/E shall assemble all value engineering items from all general contractors and subcontractors into a computer spreadsheet format. 25. The spreadsheet shall to be ed to the BISD Director of Construction prior to the Contractor Evaluation meeting. 26. On the spreadsheet the Project A/E team needs to indicate their opinion (yes, no or maybe) for each value engineering item. 27. Upon receipt of the spreadsheet BISD staff will do likewise. 25

26 Construction 28. At the end of the Contractor evaluation meeting all parties will review the list with comments to determine a final list that will be presented to the first ranked contractor at the first negotiation meeting. 29. The items that are listed as yes or maybe will be presented to the selected contractor for pricing. 30. At the conclusion of the negotiations with the selected contractor the contractor will prepare a Post Proposal Amendment which will include all value engineering items that are accepted by the Owner. 31. The Post Proposal Amendment will be signed by both the Contractor and the Project A/E and will be included in the construction contract award documentation. Contract Award (CSP Only) 1. Immediately following action by the awarding authority, the successful Bidder will be notified of the award by electronic messaging from and by the Owner. 2. The Project A/E will incorporate any addenda into a construction set to be issued to the Contractor. 3. The Bid Sets are to be used by all parties to construct the building and it is the responsibility of each party to post all addenda and post proposal amendment information to these Bid Sets. 4. The Owner will assemble the Contract Books and secure signatures. 5. When the contract books are signed and all bonds and insurance are in place the "Notice to Proceed" will be issued to the Contractor by the BISD Director of Construction. A/E Bid Analysis (Competitive Bids Only) 1. The A/E will submit to the Owner a bid analysis within 48 hours after the bid opening. 2. The analysis will provide information to the Owner for consideration in taking action on the bids. 3. The analysis shall be a concise evaluation of the low bidder and bid amount(s). 4. The low bidder's capability, past performance, and experience, particularly in construction similar to subject project. Include the information in the analysis shall be investigated. 5. Evaluate base Bid and Alternate Bids with respect to the Cost Estimate and include in the analysis along with recommendation on acceptance of alternates. 6. If in the opinion of the Project A/E, the lower bidder is not considered qualified to perform the work, confer with the BISD Executive Director of Operations and Planning for determination of further action. 7. As needed, contact the lower bidder and obtain information necessary to prepare cost comparisons of quantity take-offs and price extensions with major elements of the detailed design estimates. 8. Include the comparison and explanations of cost differences in the analysis. 9. If no bids are received or only one bid is received at the time of opening the Project A/E should determine the reasons for lack of bidders. Pre-construction Conference 26

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