Department of General Services STATE OF TENNESSEE REAL ESTATE ASSET MANAGEM ENT (STREAM) D ESIGNERS ' M ANUAL for projects with oversight by State of Tennessee Real Estate Asset Management for the STATE BUILDING COMMISSION of Tennessee For updates and specialty documents visit the STREAM website: http://tn.gov/generalserv/psm Latest version: June 2014 Designers’ Manual TABLE OF CONTENTS CHAPTER 1 INTRODUCTION 1.01 1.02 1.03 1.04 CHAPTER 2 The Designers’ Manual The State as Owner Owner Team List Typical Design/Bid/Build Project Flowchart DESIGNER AGREEMENT AND PAYMENTS 2.01 2.02 2.03 2.04 CHAPTER 3 Agreement Forms Standard Form of Agreement (SBC-6) Standard Form of Supplement to Agreement (SBC-6s) Payments PROJECT DESIGN 3.01 3.02 3.03 3.04 3.05 3.06 CHAPTER 4 CHAPTER 5 5.01 5.02 5.03 5.04 5.05 5.06 5.07 5.08 5.09 5.10 “City” 0.01a Initiating Design Program Verification Phase Schematic Design Phase Early Design Stage Presentation Design Development Phase Construction Documents Phase PROJECT MANUAL GUIDE See REFERENCE TABLE at beginning of Chapter 4 PROCUREMENT / BIDDING Initiating Bid Phase Soliciting Bids Duties Proceeding to Bid Day Bid Tabulation Preparation Bid Opening Preliminaries Conducting a Bid Opening Completing the Bid Tab Illustration of Completed Bid Tab Disposition of Bids Map of Bidding Regions Bidding Location Maps (6 maps) STREAM June 2014 Designers’ Manual Table of Contents 0.01a CHAPTER 6 PROJECT CONSTRUCTION 6.01 6.02-.03 6.02-.03 6.04-.05 6.04-.05 6.06 6.07 6.08-.09 6.08-.09 6.10 6.11 6.12 6.13 CHAPTER 7 Initiating Construction Construction Phase Pre-Construction Conference Notice to Proceed and Contract Time Site Observations Progress Meetings Contractor Applications for Payment Claims Minor Changes and Directives Initiating Change Executing Change Orders Substantial Completion Construction Close-Out CLOSE-OUT AND RECORD DOCUMENTS 7.01 7.02 CHAPTER 8 Record Drawings, Information, and Instructions Record Documents on Special Media WARRANTY PERIOD 8.01 8.02 APPENDIX 1 Final Completion One-Year Correction Period ADMINISTRATIVE FORMS APPENDIX 2 See REFERENCE TABLE at beginning of Appendix 1 STREAM STANDARD BIDDING DOCUMENTS See REFERENCE TABLE at beginning of Appendix 2 STATE OF TENNESSEE SUSTAINABLE DESIGN GUIDELINES, HIGH PERFORMANCE BUILDING REQUIREMENTS, AND BUILDING INFORMATION MODELING These documents are within the oversight of the Office of the State Architect’s website: http://www.tn.gov/finance/OSA Temporarily the Sustainable Design Guidelines can be found at http://tn.gov/generalserv/psm/rpa/designermanual07.shtml under Appendix 2. 0.01b STREAM June 2014 Designers’ Manual Table of Contents 0.01b State of Tennessee System for Authorization and Administration of Projects using this Designers’ Manual STATE BUILDING COMMISSION (SBC) Approval and oversight of all projects. Governor, Lt. Governor, Speaker of the House, Treasurer, Comptroller, Secretary of State, Commissioner of Department of Finance and Administration Commissioner of General Services serves as the “Chief Executive Officer” of STREAM. State Architect serves as the “Chief Staff Officer” of the SBC and performs an oversight role for University of Tennessee & Board of Regents projects. COMMISSIONER Department of General Services STATE ARCHITECT Department of Finance and Administration STREAM and the two offices under Higher Education are established to implement SBC authorizations for all state agencies and campuses. STATE OF TENNESSEE REAL ESTATE ASSET MANAGEMENT University of Tennessee OFFICE OF FACILITIES PLANNING (STREAM) Oversight and administration responsibilities for the planning and development of real property for all state agencies except Higher Education. Univ. of Tennessee & Board of Regents offices have issued separate “Designers’ Manuals” specific to their internal management systems. Tenn. Board of Regents OFFICE OF FACILITIES DEVELOPMENT STREAM is organized into these five work units – each having a lead or asneeded support role through the progression of the Owner project administration process. Business Relations Portfolio Management Project Management Management of Information Business Relations, SBC Relations, and Policy Management Pre-Planning, Special Projects, and Space Planning Agency Development, Energy and Sustainability, and Project Design and Construction Records, Data Administration, and Building Information Modeling (BIM) 0.02 STREAM June 2014 Designers’ Manual Compliance Land Transactions, Environmental, Leasing, Construction Procurement (RFQ/RFP), Construction Procurement (Bidding), Designer Selection, and Designer / Construction Contracts Owner System of Administration 0.02