Practice Management Member Conversations

 View Only

  • 1.  Project Phase Numbering

    Posted 6 days ago

    Does anyone use the following numbering sequence for project phases:

    02 Schematic Design

    03 Design Development

    04 Contract Document

    05 Bidding and Negotiation

    06 Construction Administration

    I relate the numbers to the phases and have for decades, but I have no recollection of the origin. I thought that earlier AIA documents defined the phase numbers, but I cannot find any evidence of such. 

    I appreciate any input. 



    ------------------------------
    William Taylor AIA
    GreenAssociates, Inc.
    Chicago IL
    ------------------------------


  • 2.  RE: Project Phase Numbering

    Posted 6 days ago
    We do, but are sequence starts at .01 thru .05. We have additional codes (eg .11) for special phases.
    Sincerely,
    Roy Sokoloski, AIA
    Sent from my iPad


    Original Message


  • 3.  RE: Project Phase Numbering

    Posted 2 days ago

    We adopted the breakdown from AIA Document   D-200 starting with .01 as predesign

    We added a .09 for additional services

    And sub numbers such as .51  for specifications under contract documents

     

    It is similar but a slight variation from the current version of AIA  contract  B101 articles.

     

     

    It also parallels the phasing used by Washington State for their projects ,  our home base.

     

     

     

    Thank you,

     

    Mark J. Neal, AIA, NCARB  I  Principal Architect

    MJ Neal Associates, Architects PLLC

    509.663.6455  I  C  509.860.2410   www.mjnealaia.com  I

    New MJN Logo - email copy2

     




    Original Message


  • 4.  RE: Project Phase Numbering

    Posted 19 hours ago
    AIA B-101 still has the basic categories as follow:
    3.2  Schematic Design Service Phase
    3.3 Design Development Phase
    3.4 Construction Documents Phase
    3.7 Construction Phase

    Everything else is under 4.1 Supplemental Services, including some categories that could be considered a phase.  I do not think the phase names have changed in the last 45 years - remember the old Architect's Handbook of Professional Practice?

    My work over the last 45 years (some of it at large firms - HOK was one of them) used an expanded breakdown of project phases for inhouse purposes. This helped me define fees and then the inputs into the company's project financial platform and then invoicing. For contracts I would roll up a few phases for simplification or to just better match a project delivery method.

    The expanded phasing phase approach I took included most of the following phases for mostly CM@R projects..........
    1. Pre-Design
    2. Schematic Design
    3. Design Development
    4. Construction Documents
    5. GMP - Budget Reconciliation (for CM@R)
    6. Final Construction Documents (for CM@R)
    7. Permitting
    8. Bidding and Negotiation
    9. Construction Administration
    10. Closeout (Internal)
    11. Warranty Period Participation  (if required in the owner's scope and/or if the owner would pay for this)
    12. Sustainability Objectives Post-Construction Confirmation  (if required in the owner's scope and/or if the owner would pay for this)
    ---------------------------------------------------------------------

    Michael L. Katzin, AIA

    e|  mlkatzin@gmail.com

    p | 470.469.5586 
    Member | City of Johns Creek Planning Commission

    ---------------------------------------------------------------------




    Original Message


  • 5.  RE: Project Phase Numbering

    Posted 5 days ago

    Fellow Architects,

     

    I am a retired architect for the past five years (coincided with Covid).

    My career focused on project management both as a principal at HOK and in my own private practice afterwards.

    I taught professional practice at School of Visual Arts for 15 years.

    Although I can't accurately remember timelines,

    I do remember that the AIA used these phase numbers in their contracts - including 01 for Programming, and

    that for the Interior Architecture Contract, that they consolidated Phases 05 + 06 into a single phase 05.

     

    There was a wholesale rewriting of all their AIA documents over the course of a few years around the turn of the century.

    The AIA had recommended the fee percentages for each phase until there was an anti-trust suit against the AIA in the 1990's (?),

    (Which also included recommended fee ranges).

     

    Didn't realize they removed this phasing designation from their agreements, but I always used it, and

    I think it adds a common understanding of which scope is being discussed.

     

    Thanks - Dennis

     

    BelArcLogo DENNIS BELFIORE AIA

    Oyster Bay | 516-624-3100 | dennisbelfiore@outlook.com

     




    Original Message


  • 6.  RE: Project Phase Numbering

    Posted 2 days ago

    I haven't used a numbering system like this. It reminds me a lot of the RIBA Plan of Work, which seems to be both more comprehensive and strategic than the AIA's approach. I particularly like the way it links use and assessment in a circular manner.

    https://www.architecture.com/knowledge-and-resources/resources-landing-page/riba-plan-of-work



    ------------------------------
    Sam Watkins AIA
    Brown Reynolds Watford Architects
    Dallas TX
    ------------------------------

    Original Message


  • 7.  RE: Project Phase Numbering

    Posted 2 days ago

    The RIBA plan of work is more nuanced than our AIA-based phasing system, and more dynamic. RIBA refines and updates it pretty regularly. I'd like to see our system move more in this direction.

     

    Phil

     

     

    Phillip G Bernstein FAIA NOMA LEED© AP

    Deputy Dean and Professor Adjunct

     

    Yale ARCHITECTURE

    180 York Street

    Rudolph Hall Room 313

    P.O. Box 208242

    New Haven, CT 06520 USA

     

    +1 203 432 8340 office

    +1 203 645 1364 mobile

    phillip.bernstein@yale.edu

     

     

     

     




    Original Message


  • 8.  RE: Project Phase Numbering

    Posted 19 hours ago

    AIA B-101 still has the basic phase categories as follow. I do not think the phase names have changed in the last 45 years - remember the old Architect's Handbook of Professional Practice?

    • 3.2 Schematic Design Service Phase
    • 3.3 Design Development Phase
    • 3.4 Construction Documents Phase
    • 3.7 Construction Phase

    Most everything else is listed under the 4.1 Supplemental Services list.

    My work over the last 45 years (some of it at large firms - HOK was one of them) used an expanded breakdown of project phases for inhouse purposes. This helped me define fees and then the inputs into the company's project financial platform and then invoicing. For contracts I would roll up a few phases for simplification or to just better match a project delivery method.

    The expanded phasing approach I used included depending on the project and client used most of all the following phases..........

    1. Pre-Design
    2. Schematic Design
    3. Design Development
    4. Construction Documents
    5. GMP + Budget Reconciliation (for CM@R)
    6. Final Construction Documents (for CM@R)
    7. Permitting
    8. Bidding and Negotiation (review CM@R sub scope writeups tom comment on their scope writeup)
    9. Construction Administration
    10. Closeout (Internal)
    11. Warranty Period Participation (if required in the owner's scope and/or if the owner would pay for this)
    12. Sustainability Objectives Post-Construction Confirmation (if required in the owner's scope and/or if the owner would pay for this)


    ------------------------------
    Michael Katzin, AIA
    Johns Creek, GA
    Member - Johns Creek Planning Commission
    ------------------------------

    Original Message


Related Content