Phase 2: Study and Schematic Design
Define the project to develop the design and budget.
Requestor Involvement: High
- Project Origination Form (POF)
- Conduct Planning Studies (if required)
- Develop Schematic Design
- Update scope and budget and schedule
- Build project team
- Incorporate regulatory compliance and sustainability goals
Projects advancing to Phase 2 will require Facilities Operations planning support to refine the scope using construction cost estimating tools. Depending on the scope of the proposed project, a Planning Study may be needed to preliminarily identify scope options, potential costs, and possible schedules.
Pictured AboveMug Denizens of the ’80s Fund Major Renovation of the Beloved Hangout
Sydney Passley-Harris ’26 and Mila Seifert ’26 discovered the Mug shortly after they arrived on campus this fall, and it soon became one of their go-to hangouts, a place where they could relax in comfortable chairs and sip bubble tea in the room’s soft, indirect lighting.
The Finance Team will recommend a funding source for the proposed project to the Senior Team. If approved, the project will move into Schematic Design and a Project Origination Form will be created by the Facilities Operations Project Manager and will be submitted to the Finance Team to create a project number and allocate funds for the project.
During Schematic Design, the Project Manager will assemble a project team of architects, engineers, and regulatory affairs staff with campus partners to develop an estimate of the total project cost and schedule. The Senior Team will determine if the project should advance to Phase 3, which will move the project into Detailed Design and the preparation of construction documents (CD’s).
Typical Timeframes for Phase 2
Large Project (More than $1M)
Study and Schematic Design takes 6–12 monthsMedium Project (Between $100K and $1M)
Study and Schematic Design takes 3–6 monthsSmall Project (Less than $100K)
Study and Schematic Design takes 1–3 monthsRoles Involved
Finance Team: Representatives from the Procurement, Budgets and Planning and Accounting teams who complete the procedures necessary to authorize the spending of assets to complete the project.
Project Manager: An experienced individual assigned to support and coordinate the project, with skills in project planning, project management, and construction.
Senior Team: The entire group of Senior Officers.
Terms
Construction Documents: Construction drawings, specifications, general and special conditions that detail all aspects of design, function, and construction that are used for estimating costs and securing bids for constructing the project.
Design Development: Identifying and verifying technical building systems and solutions to meet design requirements identified in schematic design phase.
Planning Study: An analysis of potential options typically performed by an architectural firm to assess various options to meet the programmatic needs.
Project Origination Form: A Workday document that initiates a project. The process requires approvals from multiple College departments. It is necessary to create the budget number that will allow College funds to be spent on the specified project.
Schematic Design: Conceptual design is refined, adding details on building form, site, sustainability strategy, general materials, and building systems.