Appendix C
Checklist: Coordinating Consultants

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This checklist is based on the traditional contractual arrangement where the client engages the architect, who then engages the necessary subconsultants. The scope of the relationship between architect and subconsultants may be limited when the consultants are engaged directly by the client or when the architect is engaged as a subconsultant to an engineer who acts as the prime consultant. The basic principles of coordination do not diminish under such alternative contractual arrangements and should be affirmed and clarified by the architect as early as possible.

See also Chapter 2.3 – Consultants and “Checklist for the Management of the Architectural Project” in Chapter 5.1 – Management of the Design Project.

Pre-agreement

1. Define Expectations

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2. Interviews

(separate preliminary discussions with each of selected consultants to confirm that consultant understands/accepts architect’s performance expectations)

3. Following Interviews

4. Appointment of Consultants

Schematic Design

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Design Meetings

[Note: Architect chairs and records all meetings: complete and issue minutes to all present within 48 hours and copy all minutes of meetings to client.]

Design Development

Construction Documents

1. Establish timetable/procedures/deadlines:

(Reiterate importance of meeting deadlines/consequences of consistent failure to do so.)

2. Coordination Meetings (attended by all Consultants):

[Note: Architect chairs and records all meetings: complete and issue minutes to all present within 48 hours and copy all minutes of meetings to client.] (The frequency of coordination meetings may be reduced by effectiveness of electronic transfer of documents between parties.)

Appendix C
Checklist: Coordinating Consultants