Common use of Phase I Services Clause in Contracts

Phase I Services. Phase I Services shall mean and include all of the following services: a. Develop and refine the concepts and programming for the Project. i. Review the Predesign Study ii. Prepare a synopsis of the Owner's project requirements iii. Consolidate all the project planning actions and supporting documentation that have occurred to date. iv. Review proposals for interior finishes, lighting, furniture, other elements provided as part of this Project to take into consideration Leadership in Energy and Environmental Design (LEED®) elements when appropriate, feasible, and cost effective, including advising. v. Document existing physical conditions and determine the adequacy of the available water, telephone, gas, electricity, wastewater, and other required utilities services for the needs of the Project. vi. Obtain historic and/or archaeological data as necessary. vii. Establish an appropriate meeting schedule and attendance list; prepare an agenda, provide handouts and other materials, and prepare meeting notes for each meeting. viii. Maintain a list of the official campus user-group representatives. ix. Meet with campus facilities staff, user-group representatives, administration, etc., to gain their perspectives of the Owner's project requirements and to explain in detail the process and methods that will be used to construct “their” project x. Create and distribute meeting notes, decision notes, and related project documentation as prescribed. xi. In combination with appropriate campus personnel and in support of the program validation effort, tour and photograph the Project site. b. Develop a proposed budget to validate that the Project is financially feasible. i. Review the preliminary budget from the Predesign Study ii. Make appropriate estimates and calculations to assure that the expected project scope can be achieved adequately within the available funds iii. Identify any shortfalls and suggest (other than the provision of additional funds) methods of achieving balance between scope and budget. iv. Compile the result of the preceding tasks into a bound report that will be presented to the Owner and Using Agency in draft form for review and approval. v. Upon approval, provide five bound copies of the report to Owner. c. Prepare a task-related project delivery schedule. This development should be coordinated with the Design Professional, as soon as the Design Professional is engaged. i. Develop a proposed preliminary schedule, from which the Design Professional develops the Preliminary Design and Construction Schedule; the CM/GC develops the Construction Progress Schedule, which results in the Overall Project Schedule. ii. Identify essential or major milestones of interest iii. Suggest other activities for milestones that may be the best interests of the Owner and Using Agency. iv. Prepare a draft “highlight” schedule for the entire Project that shows the major milestones of interest to the Using Agency user community v. Discuss the draft preliminary and “highlight” schedules with the Using Agency (and the Design Professional, if engaged) to assure that these schedules are consistent with the Using Agency’s needs. vi. Modify the schedules as necessary to conform to the Using Agency’s needs, or negotiate a modified level of expectations with the Using Agency. vii. Upon approval, publish the schedules, providing the draft preliminary schedule to the Design Professional and the “highlight” schedule to the Using Agency. d. Assist the Owner and Using Agency in developing Requests for Proposal and in selection of the Design Professional and for selection of the CM/GC, and in the case of selection of the CM/GC, also assist and coordinate with the Design Professional in the selection process. i. Ensure that the RFP process complies with Board of Regents policy ii. Assist in identifying potential candidates for receipt of the invitation for proposals within the specialty areas required for the project