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Schematic Design

Schematic Design (SD) is the phase where the scale and relationships of all project components are defined.

During SD, final space requirements are determined, several schemes are reviewed, and one scheme is selected. Mechanical, electrical, and special system requirements of individual spaces, including air changes, light levels, design temperatures, and data requirements are determined, and structural needs assessed. The code plan is started, with rated walls, smoke partitions, areas of refuge and basic code information noted.

Project delivery method should also be decided during SD, and quantifiable initial documentation established for items to be commissioned. Sustainable design factors, both in the demolition and construction of the project, must start to be considered and material selection begins.

The project scope, cost and schedule are evaluated during SD, and must be in balance before the next phase, Design Development (DD), is started.

Specific Consultant Responsibilities: 

The consultant shall work with the agency, facility and Real Estate and Construction Services (RECS) to review, analyze and evaluate the project scope, cost and schedule, and, for new construction, the project site. Included in the scope of work is the following:

  1. Attend and document meetings with the facility and agency user groups, and distribute minutes. 
  2. Review site selection criteria as established by the program, and assist agency or facility in selection of final site.
  3. Coordinate sub-consultants work and information. 
  4. Research all applicable codes, regulations, and ordinances. State building projects shall conform to the Minnesota State Building Code that is the Uniform Building Code and its amendments, The Uniform Mechanical Code, the Uniform Fire Code, and the Minnesota Energy Code. 
  5. Submit Initial Application for Plan Review form to Building Codes and Standards
    1. Coordinate, attend and document meeting with the code officials (State and local Building Code officials, Fire Marshal, Accessibility Council, and Health Dept. etc as required) for a preliminary review. 
  6. Prepare several design concepts, and recommend preferred plan 
  7. Review the manual Building Air Quality - A Guide for Building Owners, Facility Managers and Agency Contacts, and follow Item 5, Mechanical Design Requirements, and Item 6, Schematic Design. 
  8. Research materials for project; include review of materials with a recyclable content. 
    1. Note materials that can be obtained through a State contract 
    2. Note products that can be made by MINNCOR 
  9. Administer the project, document progress, and keep RECS project manager informed 
  10. Submit Schematic Design Documents to RECS for approval, including: 
    1. Statement of key project issues as they relate to project scope, cost and schedule, including identification of risk factors, quality control, and salient project features 
    2. Drawings as follows: 
      •Site plan, with all utilities shown 
      •Code Plan 
      •All floor plans 
      •Mechanical, electrical and equipment room plans noting size and headroom requirements for all major mechanical equipment, electrical equipment, communication and data equipment, loading docks, intake air vents, chimneys, and other equipment 
      •Principal building elevations 
      Major building sections 
    3. Statement of Value Engineering 
    4. Building Code analysis and notes from meeting with Code Officials 
    5. Building area tabulation compared to original building program 
    6. Preliminary energy analysis 
    7. Outline specifications 
    8. Preliminary building systems statement for: 
      •Building envelope 
      •Mechanical (Information shall be as required by Item 6, Schematic Design, of the Building Air Quality Manual)
      •Electrical (Information shall be as required by the Design Guidelines)
      •Special project systems
    9. Preliminary Cost Plan 
      •Inflation to the midpoint of construction shall be included in the estimate
    10. Preliminary project schedule, in graphic form, with critical path noted 
      •Include all RECS, legislative, and Quality Analysis review periods 
      •On an ongoing basis, monitor the project schedule and report on weekly.