The preliminary evaluation includes the measures and considerations prior to the actual planning, and in particular discussions with the client or the developer. In addition, it is necessary to clarify the energy requirements and the task in hand in this phase so as to be able to draw up the budget for the developer and, if necessary, to take an inventory and carry out a location analysis.
Preliminary planning and cost estimates
The preliminary planning is part of the preparations for the design planning and covers the preliminary evaluation, agreement on the task in hand and the drawing up of the planning concept. An initial planning concept is drawn up, broadly based on line drawings and explanations. The relevant official authorities must also be contacted for the first time in this phase and the likelihood of gaining approval must be checked and a rough estimate of the expected costs made.
Design planning and cost calculations
The design planning, which is based on the preliminary planning, illustrates the finished planning concept with all the specified components and forms the basis for the subsequent approval planning. The planning concept is drawn up to a full draft with due regard for urban planning, design, functional, technical, construction-related, economic, energy-saving-related and ecological landscaping requirements by making use of the technical knowledge of the other participants in the planning process. In addition, in this phase negotiations are held with the official authorities and other parties involved in the technical planning process up to readiness for approval and cost calculations in accordance with DIN 276 or the regulations concerning the calculations for residential construction.
The approval planning, also called permit application planning or approval application planning, comprises all the work required to compile an application for permission for construction with the aim of being granted construction approval. These are, among other things, the permit application plan with ground plans, views and sections to scale 1:100, the construction permit application form, the building description, the statistical data sheet, the thermal insulation certificate, the proof of stability (static structural calculations, static engineering) and an official site plan.
The implementation planning forms, among other things, the basis for the workshop planning or installation planning and constitutes the fundamentals for the implementation of the construction project. The focus of the implementation planning is on the production of implementation plans that are generally to a larger scale (ground plans and sections to a scale of 1:50, details to 1:20 - 1:1). Among other things, the implementation planning serves also to determine the dimensions and includes details on the dimensions, material details, details on the quality and properties, tolerances and possible processing information.
Preparations for tendering
The preparations for tendering initially include the drawing up of a schedule for the tendering. The quantities are determined on the basis of the implementation planning and the creation of specifications with bills of quantities by service area. The costs can be determined on the basis of the bills of quantities and a cost check carried out by making a comparison against the cost calculations.
Collaboration with tendering
The process of tendering comprises for the architects / construction engineers the task of coordinating the tenders of the technical planners, collecting quotations, examining and assessing the tenders that have been received, including the drawing up of price comparisons on the basis of individual items or sub-services, examining and assessing the tenders for additional and amended services by the contracting companies and that the prices are appropriate, holding bidder discussions, drawing up tender proposals, documenting the tendering procedure, compiling the tender documents for the individual service areas, comparing the results of the tender against the priced bills of quantities of the planner, or the cost calculations, and collaboration in awarding the job.
Site and construction monitoring and documentation
The site management sets up a construction site or parts of a construction site and is responsible for the proper execution of the construction work.
Site monitoring, site management and local site supervision are handled by the client or the developer. As representatives of the developer they primary take over the monitoring and checking of the service to be provided, coordinate the various works and other participants, and are in direct contact with the developer to clarify business and technical questions and to represent on site the interests of the developer with respect to the companies doing the work. In addition, they will handle the monitoring, setting up, updating and monitoring of a schedule, documentation of the progress of the construction work (e.g. in a construction work diary), carrying out site measurements jointly with the companies doing the work, checking invoices, cost controlling, organisation of the acceptances, compiling documents and the handing over of the property.
As part of site supervision it is the responsibility of the architects / construction engineers to carry out a technical assessment to find any defects within the period of limitations for claims under warranty, and at the latest after five years of acceptance of the particular service or work, including the required tours of inspection, inspection of the property to find any defects before the end of the period of limitations for claims under warranty with respect to the companies that carried out the work, and to assist with the release of sureties.
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