Volume 3: Design, Design Documents, Instruction, Models

Introduction

The University of California and its Facilities operate an extensive design, construction, and renovation program. The University makes a substantial investment in each capital project and has instituted policies and procedures to guide project development. Project design is a key element in the process. This volume outlines University design policies and procedures and includes design documents.

Purpose of this Facilities Manual Volume

This volume of the University of California Facilities Manual includes design policies, design professional selection policies and procedures, design review policies and procedures, and code compliance procedures for guiding the design of a project. Content of this volume is not intended as a substitute for detailed Facility design procedures. Each Facility is encouraged to develop its own procedures manual that expands on and complements this volume.

CHAPTER 1: PROJECT DESIGN PHASES

This chapter references the applicable sections in the Executive Design Professional Agreement to be used during the design phases of a project, the environmental requirements during schematic design, the value engineering requirements, and the process to establish a project's effective code date upon completing design development.

CHAPTER 2: DESIGN PROFESSIONAL SELECTION

The selection of design professionals is subject to University policy and guidelines on affirmative action and subject to University policy and guidelines on design professional selection. Design professionals must be selected based upon predetermined qualification criteria. Qualification criteria must be reasonable and appropriate for the scope, complexity, and dollar value of the project to which the design professional will be assigned.

CHAPTER 3: DESIGN PROFESSIONAL AGREEMENTS

The University uses three standard types of design professional and professional service agreements for design, consulting, and construction management services: the Executive Design Professional Agreement, the Construction Management Agreement, and the Professional Services Agreement. Certain conditions must be met before design professional agreements are executed.

CHAPTER 4: CODE AND REGULATORY COMPLIANCE

Building codes, standards, federal and state legislation, and federal, state, and local agency regulations affect University projects. The University is its own enforcement agency for all code requirements except those regarding fire code, access compliance, and medical facilities covered by the Office of Statewide Health Planning and Development. For these code requirements, University projects are subject to plan approval and enforcement authority by three state agencies.

CHAPTER 5: DESIGN REVIEWS AND APPROVALS

University projects require review prior to their entering the formal approval process. Project items to be reviewed include design and cost, site, seismic safety, and environmental impact. In addition to these University approvals, various state, local, and University entities may require their own reviews and approvals for certain projects.

CHAPTER 6: PROJECT RECORDS

Official project file records must be retained after a project has been completed.

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