Umbau und Sanierung der Grundschule Wegscheid mit Schaffung von Ganztagesplätzen

The contract timeline includes several performance phases (Leistungsphasen) and a specific milestone for one of these phases. The identified phases are:

• Leistungsphase 1 (Grundlagenermittlung)
• Leistungsphase 2 (Vorplanung)
• Leistungsphase 3 (Entwurfsplanung)
• Leistungsphase 4 (Genehmigungsplanung)
• Leistungsphase 5 (Ausführungsplanung)
• Leistungsphase 6 (Vorbereitung der Vergabe)
• Leistungsphase 7 (Mitwirkung bei der Vergabe)
• Leistungsphase 8 (Objektüberwachung, Bauüberwachung und Dokumentation)
• Leistungsphase 9 (Objektbetreuung)

A key milestone is the completion of Leistungsphase 8 for the full-day areas, which is set for December 31, 2029. The document also refers to "Baubeginn," "Fertigstellungstermin," and "Nutzungsbeginn" as "siehe § 8.5," which points to the same LPH 8 completion date.

The documents do not explicitly state a contract start date, an overall contract end date, or the total duration of the entire contract.

The core scope of work for this tender involves the renovation and refurbishment of the Wegscheid elementary school, including the creation of full-day care places. The planning services required fall under § 53 ff HOAI in conjunction with Annex 15 HOAI, specifically covering Electrical Engineering (ELT), Equipment Group 4-5, and Service Phases (Leistungsphasen - LPH) 3-9.

A high-level summary of the Statement of Work and core deliverables includes the following phases and key tasks:

1. Grundlagenermittlung (Basic Evaluation): This phase focuses on clarifying all planning and organizational framework conditions for the project. Tasks include clarifying the overall task based on client specifications (e.g., cost specifications, scope of facilities, utilization requirements, energy demand), determining planning boundary conditions, advising on service requirements and technical development, and summarizing, explaining, and documenting these initial findings in a comprehensive written form for the client.

2. Vorplanung (Preliminary Planning / Project and Planning Preparation): The goal here is to develop a planning concept in its essential parts and provide a rough estimate of the total costs. This involves analyzing and processing the foundational information from the previous phase, coordinating services with other planning participants, developing the planning concept by pre-dimensioning systems and main plant components, exploring alternative solutions with an economic pre-assessment, and graphically representing the design (at least 1:200 scale). Results of this preliminary planning are to be thoroughly explained and discussed with the client.

3. Entwurfsplanung (Design Planning / System and Integration Planning): This phase entails developing a technically and economically sound design that is capable of approval, along with calculating the overall costs. Key activities include elaborating the planning concept to a complete design, defining all systems and plant components, calculating, dimensioning, graphically representing (at least 1:100 scale), and describing the technical systems. It also involves estimating annual demand values (such as energy needs) and operating costs, coordinating space requirements for technical installations, updating functional and schematic diagrams, listing systems with technical data for energy balancing, and providing detailed descriptions of systems including usage conditions. Calculation results must be submitted to other planning participants for necessary verifications, and information for structural planning regarding penetrations and load data must be specified and coordinated.

Planning and Supervision Goals are established in close coordination with the client during a goal-setting phase, covering aspects such as:

• Quantities: To be defined based on existing preliminary planning and client coordination.
• Qualities: Material specifications and other quality aspects are determined according to preliminary planning and client coordination.
• Design: Including construction methods and special installation types, based on preliminary planning and client coordination.
• Function: Goals regarding flexible use and expansion possibilities, in line with preliminary planning and client coordination.
• Technical aspects: Such as heating methods or classification of ventilation system purity, based on preliminary planning and client coordination.
• Economic aspects: A binding cost ceiling for the entire construction project, covering cost groups 200 to 700 (DIN 276:2018-12), must not be exceeded.

Explicitly stated services that will *not* be commissioned include "Ausführungsplanung (Execution planning), Vorbereitung der Vergabe (preparation for award) and Mitwirkung bei der Vergabe (participation in award procedures)" for "Stufe 3" and "Bauüberwachung und Dokumentation sowie Objektbetreuung (Construction supervision and documentation as well as facility management)" for "Stufe 4".