Leistungen der Gebäudeplanung nach Teil 3 Abschnitt 1 HOAI und Leistungen der Technischen Ausrüstung Teil 4, Abschnitt 2 HOAI

The contract outlines several key phases, including Leistungsphase 1: Grundlagenermittlung (Basic Evaluation), Leistungsphase 2: Vorplanung (Preliminary Planning), and Leistungsphase 3: Entwurfsplanung (Draft Planning). While the contract states that the contractor must adhere to binding contract dates for the services specified in § 3 Number 3.2, and that further dates will be agreed upon with subsequent commissions, the specific start date, end date, or total duration are not explicitly provided in the document. The client reserves the right to adjust or modify these dates as needed, and the contractor is obligated to agree to such changes.

The core scope of work for this tender involves planning services for the "Universität Ulm Planung Ersatzforum" and "Ulm, Universität, N24, Sanierung R384 und Erneuerung Aufzugstüren + Bauunterhalt". These services are categorized under building planning (Teil 3 Abschnitt 1 HOAI) and technical equipment planning (Teil 4, Abschnitt 2 HOAI).

The Statement of Work (SOW) is structured into several phases with the following core deliverables:

1. Grundlagenermittlung (Basic Evaluation):

• Clarifying the task based on client specifications and demand planning.
• Determining planning parameters and advising on service requirements and technical development.
• Conducting site inspections.
• Formulating decision aids for selecting other involved planning parties.
• Summarizing, explaining, and documenting results.

2. Vorplanung (Preliminary Planning):

• Analyzing fundamentals and coordinating services with planning participants.
• Developing a planning concept, including preliminary dimensioning of systems, investigating alternative solutions, and graphic representation for integration into object planning.
• Creating functional or principle circuit diagrams for each system.
• Clarifying cross-disciplinary processes, boundary conditions, and interfaces, and assisting with technical system integration.
• Conducting preliminary negotiations with authorities regarding approval and infrastructure.
• Performing cost estimation (DIN 276 - 1: 2018-12, 2nd level) and assisting with schedule planning.
• Preparing a schedule for planning and construction.
• Documenting results.

3. Entwurfsplanung (Draft Planning / System and Integration Planning):

• Developing a detailed planning concept considering all specialist and integrated technical requirements.
• Defining all systems and plant components.
• Calculating and dimensioning technical systems, estimating annual demand values (e.g., energy demand) and operating costs, and coordinating space requirements.
• Updating and detailing functional and schematic diagrams.
• Listing systems with technical data for energy balancing and providing system descriptions.
• Negotiating with authorities regarding approval feasibility.
• Conducting cost calculation (DIN 276 - 1: 2018-12, 3rd level) and cost control against the estimate.
• Updating the schedule.
• Documenting results.

4. Genehmigungsplanung (Approval Planning):

• Developing and compiling all necessary documents and proofs for public-law approvals, including applications for exceptions, and assisting in negotiations with authorities.
• Completing and adapting planning documents, descriptions, and calculations.

5. Ausführungsplanung (Execution Planning):

• Developing the execution planning based on the results of phases 3 and 4.

Special Services (Besondere Leistungen) include:

• Detailed economic efficiency analysis.
• Detailed calculation of consumption-dependent operating costs.
• Compiling technical characteristic values for primary energy verification.
• Technical Monitoring (TMon) services, such as handing over planning status, coordinating monitoring concept contents (e.g., test parameters, target values, data provision), and incorporating requirements into specialized planning.