Section 9. Procedures

A. The schedule is applicable to all owner-architect agreements between a state agency and an architect and is based upon a percentage of the estimated construction cost for work which will be let on a stipulated-sum construction contract. The schedule establishes the highest permissible architect rate and is not to be mistaken as establishing the lower limit, average, or actual fee. B. Included as basic services are programming, schematic design, design development, construction documents, assistance in bidding and negotiation, construction administration and post-construction services, all of which are further outlined in Sections 6.2.1 through 6.2.7 [now Paragraphs (1) through (7) of this subsection]. This list does not necessarily correlate with the descriptions or numbering of the architect's basic services as described in an agency's owner-architect agreement but do provide the general description of basic services. If the maximum architectural fee is allowed, pursuant to the rate schedule appendix "A" herein, all of the basic services listed in Section 6.2.1 through 6.2.7 [now Paragraphs (1) through (7) of this subsection] of these rules shall be provided. If any of the basic services listed in 6.2.1 through 6.2.7 [now Paragraphs (1) through (7) of this subsection] are not included in the architectural services, other factors, as specified in these rules, shall be present before the owner may award the maximum allowable architectural rate ection 6.2.1 through 6.2.7 [now Paragraphs (1) through (7) of this subsection] of these rules shall be provided. If any of the basic services listed in 6.2.1 through 6.2.7 [now Paragraphs (1) through (7) of this subsection] are not included in the architectural services, other factors, as specified in these rules, shall be present before the owner may award the maximum allowable architectural rate. (1) Programming phase - programming phase services (a) project administration (b) owner-supplied data coordination (c) establishment of program goals and needs (e) determination of space area requirements (f) establishment of space relationships (g) site analysis for building location (h) site utility studies and reports (i) obtaining licensing agencies’ or other regulatory entities’ consultation/review (j) project budgeting (k) presentation(s) to owner (l) obtaining approval of programming documents from owner (2) Schematic design phase - schematic design phase services (a) project administration (b) concept design for all applicable disciplines, including but not limited to: (i) architectural (ii) civil (iii) landscaping (iv) structural (v) mechanical (vi) electrical (vii) other (list) (c) interim design presentation(s) to owner (d) preliminary alternative materials and systems recommendations, including: (i) life cycle maintenance briefing (ii) feasibility of utilizing alternative energy sources (e) statement of probable construction cost (f) submittal and presentation of schematic design documents to owner (g) obtaining approval of schematic design documents from owner (h) other (list) 1.5.18 NMAC 3 (3) Design development phase - design development phase services (a) project administration (b) finalization of design and selection of materials and systems for all applicable disciplines, including but not limited to: (i) architectural (ii) civil (iii) landscaping (iv) structural (v) mechanical (vi) electrical (vii) other (list) (c) project scheduling (d) statement of probable construction cost (e) outline of specific phase - design development phase services (a) project administration (b) finalization of design and selection of materials and systems for all applicable disciplines, including but not limited to: (i) architectural (ii) civil (iii) landscaping (iv) structural (v) mechanical (vi) electrical (vii) other (list) (c) project scheduling (d) statement of probable construction cost (e) outline of specifications, including equipment and furnishings (f) obtaining licensing agencies’ or other regulatory entity’s review and approvals, as required (g) submittal and presentation(s) of design development documents to owner (h) obtaining approval of design development documents from owner (i) other (list) (4) Construction document phase - construction documents phase services (a) project administration (b) preparation of final bidding and construction documents for all applicable disciplines, including but not limited to: (i) architectural (ii) civil (iii) landscaping (iv) mechanical (v) electrical (vi) other (list) (c) detailed cost estimates (d) obtaining licensing agencies' and other regulatory entities' reviews and approvals (e) presentation(s) of bidding and construction cocuments to owner (f) obtaining approval of bidding and construction documents from owner (5) Bidding phase - bidding phase services (a) project administration (b) bidding documents distribution (c) bidding inquiries review and disposition (d) proposed substitution, pre-approval, or prequalification review and disposition (e) issuance of addenda (f) representation and assistance to owner at bid opening (g) analysis of bids and recommendation on award of contract (h) assistance to owner in preparation and execution of construction agreement (6) Construction administration phase - construction administration phase services (a) project administration (b) administration of preconstruction conference (c) periodic construction field observations (d) administration of progress meetings (e) review and disposition of (i) submittals (ii) change orders (iii) contract h) assistance to owner in preparation and execution of construction agreement (6) Construction administration phase - construction administration phase services (a) project administration (b) administration of preconstruction conference (c) periodic construction field observations (d) administration of progress meetings (e) review and disposition of (i) submittals (ii) change orders (iii) contractor pay requests (iv) other (list) (f) interpretation of documents (g) monitoring of construction schedule (h) coordination of applicable regulatory agency review and approvals (i) determination of substantial and final completion (j) project closeout, including: 1.5.18 NMAC 4 (i) maintenance, operation, and start-up sssistance (ii) recording of construction and warranty documents (7) Post-construction - post-construction services (a) maintenance and operational troubleshooting (b) eleven-month warranty review C. The services listed in Article 6.2