CONTRACT CHECKLIST
This checklist was reviewed on , at
, between Mr./Ms. Of and
mr./Ms. Of , and will be used as the basis of the
Agreement between both parties.
When agreed to by both parties, this
contractlist can be attached as a rider to the Agreement; and therefore, be a
part of the Agreement.
1.
Project Description
1.1 Type of Project
1.2
New and/or Existing Building(s)
1.3
Type of Construction (i.e.,
steel and concrete, concrete, etc.)
1.4
Number of Buildings
1.5
Base Building Core and Shell
and/or Tenant Work
1.6
Gross Square Feet Areas of
Building(s) and Site (Acres)
1.7
Location (address if available)
City, State, Country
1.8
Estimated cost if established
1.9
method of preparing documents
and bidding (i.e.,Fast track, multiple prime contract, etc.)
Work Additional Comments
2. Scope of Services Included Engineering
Services
a. Schematic Design
Phase*
(1)
Studies-Engineer will study
the following alternative
systems including
advantages,
disadvantages, budget cost
and recommendations.
-HVAC (INCLUDING CENTRAL PLANTS) (LIST)
-ELECTRICAL (List)
-SANTARY (List)
-VERTICAL TRANSPORTATION (List)
-FIRE AND LIFE SAFETY (List)
-SECURITY (List)
-COMMUNICATIONS (i.e.,data, etc.) (List)
-Other
Notes:
(a)
Recommendations for further
studies
in subsequent studies in subsequent
phases of project.
(2)
Survey of existing facilities
and conditions and report of findings.
(3)
verification of accuracy of
drawings or other information furnished by owner.
(4)
Design Criteria including
applicable codes and standards, and systems descriptions.
(5)
Space conditions and weights
for M/E and other applicable trades equipment.
(6)
Outline Specifications.
(7)
System Flow and/or Riser
Diagrams, block layouts of M/E and major spaces.
(8)
Part or full typical floor
layout for:
-HVAC
-ELECTRICAL
-SANITARY
-FIRE PROTECTION
(9)
Major equipment sizing.
(10) Discussions and confirmation
with applicable
public agencies
and utility companies
concerning
project and services.
Note: This should be specifically
discussed
with client since on some
projects
(especially in the Schematic
Design
Phase ) we are directed not
to
contact anyone regarding the
project.
(11) Preparations of estimated
construction costs on a square foot
basis.
(Note: This may be provided by
Engineer,
Construction
Manager, General Contractor
or Cost
Consultant. )
b.
Design Development Phase (Based
on
Approved Schematic Design Phase) *
(1)
Additional Studies for:
-HVAC (List)
-Electrical (List)
-Sanitary (List)
-Vertical Transportation (List)
-Automation (List)
-Fire and Life Safety (List)
-Security (List)
-Communications (List)
-Other (List)
(2)
Outline Specifications (if not
furnished
during Schematic Phase ) or first pass
using final specifications. If final
specifications are to be used, verify format.
(3)
Updated drawings confirming
space
conditions, weights, equipment and system
sizing and selection.
(4)
Updated Design Criteria.
(5)
Updated utility information.
(6)
Updated estimated construction
costs.
(Note: This may be provided by Engineer,
Construction Manager, General Contractor
or Cost Estimator.)
c.
CONSTRUCTION DOCUMENT PHASE
(Based on approved design development Phase)*
(1)
Additional Studies for:
- HVAC (List)
- Electrical (List)
- Sanitary (List)
- Vertical Transportation (List)
- Automation (list)
- Fire and Life Safety (List)
-
Security (list)
-
Communications (List)
-Other
(List)
(2)
Final Specifications and verify
format.
(Unless already established in Design
Development Phase)
(3)
Final Drawings - verify size of
drawings.
(4)
Verify if separate Drawings
and/or
Specifications
are required for :
n Tenant Areas
n Special System (i.e., Security, etc.)
(5)
Filing of documents with
authorities having
jurisdiction. Verify scope (i.e., preparing
submissions or actually filing).
d.
Bidding and Construction Phase*
(1)
Review and recommend list of
bidders.
(2)
Pre and Post bid meetings with
Contractors.
(3)
Analyses of Bid and contractors
proposed
substitutions prior to award of Contract
(Where allowed by Specifications).
Note: If substitutions affect
design,
system performance and intent, this
should be considered as additional
Engineering Services. This would
include time for the analyses and
implementation, if the substitution(s)
are accepted by client.
(4)
Review of Shop Drawings and
Samples.
Note: Engineer
will include in Final
specification items required to be submitted
for review. If other items are submitted and
require review, they will be considered as
additional Engineering Services.
(5)
Review of Contractor prepared
coordination
drawings.
(6)
Preparation of Change Orders,
Other than
owner initiated.
(7)
Review of Contractors
application for
payments for Contract Work and for
authorized Change Orders.
(8)
Preparation of As-Built
Drawings,
or Review of Contractor prepared
As-Built
Drawings.
(9)
Field Observation
(a)
Periodic - fixed number.
(b)
On Call.
(c)
Full Time and determines
number of personnel.
(10) Attendance at Field Meetings and
establish
frequency.
(11) Punch Lists and Final Acceptance.
(12) Witnessing Factory Tests.
*Note:
Some Government Agencies
require very specific work to be performed
under the various phases of Services
(i.e., submissions based on a % of
completion).
Where applicable, they must govern.
3.
Special Services
The
following Services are not included as
part of Basic Services; and therefore, not
included in Basic Fee.
a.
programming and special
analyses
(i. e., space relationship scheduling, etc.).
b.
Assisting in the preparation of
application for
government grants or financing for project.
c.
Environmental Impact Studies
and analyses
and assistance in obtaining approval from
authorities having jurisdiction.
d.
Services related to future
facilities.
e.
Preparing separate Construction
Documents
for Alternates. Where fee basis is % of
Construction
Costs, this would be only applicable for
work not
constructed. Where project is Lump Sum or
Time
Card to Upset, all alternates whether
constructed or
not is a Special service.
f.
Prepare Change Orders to
reflect changes initiated
by Owner. Where fee basis is % of
Construction
Costs, This would be applicable for work not
contructed. If work is constructed, the
preparation
of the Change Order is still a Special
Service and
the fee should be adjusted based on % of
construction cost to cover other aspects of
work
(i. e., Coordination, Shop Drawings, field
Observations,
etc.).
Where project is
Lump Sum, or Time Card to
Upset,
preparation of Change Orders whether
constructed or
not is a special Service.
g. Services in
connection with evaluating
substitutions proposed by Contractors after
award of contract.
h.
Making revisions to Drawings
and/or
Specifications related to the substitutions.
i.
Providing coordination of work
performed
by separate contractors.
j.
providing quantity surveys and
detailed
Construction Cost Estimates.
k.
Providing services in
connection with the
work of a contruction manager or other
consultants
retained by Owner.
l.
Providing services related to
the start-up of M/E
systems.
m.
Preparing to serve or serving
as an expert witness
in connection with any public hearing,
arbitration
or legal proceeding.
n.
Preparing Operations and
maintenance Manuals.
o.
Analyzing maintenance and
operating costs for
project or portion of project.
p.
Providing training of personnel
for operations
and Maintenance.
q.
Providing consultation services
after completion
of Construction phase and final acceptance
(including follow-up field observation, preparing
follow-up punch lists, etc.).
r.
Preparing energy analysis subsequent
to occupancy.
s.
Designing of Mock-ups, Samples
and Demonstration
Models including their construction and demolition
costs.
t.
Services of Special Consultants
For:
(1)
Acoustics
(2)
water Treatment
(3)
Cost Estimating
(4)
Laboratory Tests
(5)
Electrical Tests (Electromagnetic
Interference, etc.)
(6)
Structural
(7)
Architectural
(8)
Other
u.
All reimbursable costs,
including travel time
for the above
(or any other additional Special Services).
4.
Field Services
The services described in Paragraphs 2 and
3 will
cover the following fields:
Note:
Where Special systems are to be included,
they should be reviewed with the
Engineering
Policy Committee.
a.
Mechanical Engineering
(1) Air conditioning
(2)
Heating
(3)
Ventilating
(4)
Boiler plant
(5)
Refrigeration Plant
(6)
Site Distribution piping for:
(7)
Special Systems
Note: The
inclusion of the following
will either increase the basic fee or
treated as pecial Services.
-Solar Energy
-Energy Storage ( ice, Chilled Water, hot water, etc.)
-Heat Recovery
-Process Piping
-Automation and Control ( can be provided under
Automated
monitoring and Control Services)
-Design for Atriums, Malls or other special
areas.
Note: Requirements for special smoke control
systems.
-Humidity Control
-Clean Room Laminar Flow Systems ( Class to be
determined)
-Other
b.
Electrical Engineering
(1)
Incoming Service
(2)
Interior Distribution
(3)
Telephone Conduit System
(4)
Building Standard Lighting
(5)
Building Standard Lighting
Control
(6)
Motor Control
(7)
Clock System
(8)
Fire Alarm Systems*
(9)
Master Antenna Systems*
(10) Grounding System- 25 ohms to Ground
(11) Normal Utility Metering
(12) Emergency power System
(13) Underfloor Raceway System Design
(14) Pipe Beat Tracing
(15) Snow Melting
(16)
Nurses Call System
(17) Patient Headwall Systems
(18) Equipotential Grounding Systems
(19) Special Systems
Note:
The inclusion of the following
will either increase the Basic Fee or be
treated as Special Services.
-Site Electrical Distribution
-Site Telephone Distribution
-Special Area Lighting (Define)
-Special Area Lighting Control
(i. e., Dimming,Etc.) ( Define)
-Data Communications Systems*
-Telephone Systems*
-Security Systems*
-Special Signal & Alarm Systens*
-Halon Systems (Wiring)
-Satellite Earth Station Provisions
-CCTV Systems*
-Sound & Paging Systems*
-Door Alarm Systems*
-Grounding Systems of Less than 24 ohms to
Ground
-Vehicular Access Control
-Intercom Systems*
-UPS Systems
-Modular Wiring Systems
-Electrical Submetering Systems
-EMI Shielding
-Computer Rooms
-Kitchens
-Audio/Visual Work (Wiring)
-Other
*
CAN BE PROVIDED UNDER AUTOMATED
MONITORING AND CONTROL SERVICES.
c.
Sanitary Engineering
(1)
Sanitary drainage and Vent
(2)
Storm Water Drainage
(3)
Domestic Hot & Cold water
(4)
Fire Standpipe
(5)
Hospital or Laboratory Medical
Gas
Systems
( Oxygen, Nitrous Oxide,
Compressed
Air)
(6)
Hospital or Laboratory Vacuum
Air
(7)
Hospital or Laboratory Nitrogen
(for power Operated Tools)
(8)
Hospital or Laboratory Acid
Waste
(9)
Hospital or Laboratory
Compressed Air
(10) Hospital or Laboratory Vacuum Air
(11) Special Systems
Note: The inclusion of the following will either
increase the Basic Fee or
be
treated as Special Services.
-Gas
-Kitchen
-Laundry
-Decorative
Fountains
-Swimming
Pool
-Spa
Pool
-Water
Softening
-Water
Treatment (Distilled, Deionized, Reverse Osmosis)
-Central
Chilled Drinking Water
-Non-Potable
Water (For Flushing Purposes)
-Waste
Pulping
-Vacuum
Cleaning
-Soap
Dispensing
-Lawn
Irrigation
-Site
Sanitary Sewers
-Site
Storm Water Sewers
-Site
Gas
-Site
Domestic Water
-Site
Fire
-Gasoline
Dispensing
-Hospital
or Laboratory Infectious Waste
-Hospital
or Laboratory Infectious Waste
-Hospital
or Laboratory Oral Vacuum
-
Hospital or Laboratory Waste Anesthetic Gas
-
Hospital or Laboratory Helium
-Hospital or Laboratory Carbon Dioxide
-Hospital or Laboratory Vacuum Cleaning
-Other
d.
Fire Protection Systems
(1)
Sprinkler Systems
(2)
Fire Protection Systems
(3)
Halon Systems
(4)
Other
e.
Transportation Systems
(1)
Elevators
(2)
Escalators
(3)
Pneumatic Tubes
(4)
vertical and Horizontal
Conveyors
(5)
Moving Sidewalks
(6)
stage Equipment
f.
Automated Monitoring and
Control
(
if not included under HVAC and
Electrical Engineering)
(1)
Automation and controls
(2)
Fire alarm systems
(3)
Master Antenna Systems
(4)
Data Communication Systems
(5)
Telephone Systems (PBX)
(6)
Security System
(7)
Special Signal Alarm Systems
(8)
CCTV Systems
(9)
Sound & Paging Systems
(10)
Sound Masking Systems
(11)
Door Alarms
(12)
Intercom Systems
g.
Energy Management
h.
Facilities Management
i.
Other
NYSEASIA.COM.
NYSEASIA.COM.
MY TASKS WILL BE VERY GOOD NOW AND THEN.
05202019, MONDAY.
FILED.
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