Do Accessibility Assessment

Clarify scope of work

  1. Contract reviewed and important points identified
  2. Scope of work for this phase clearly understood: deliverables, schedules, meetings, budgets
  3. Roles of involved parties clearly understood: client, architect

Create release plan

  1. Release plan (task cards) created for entire scope: deliverables, support, coordination, research, meetings

Hire consultants

  1. All required consultants are on board: structural, mechanical, electrical, civil, landscape, hazardous materials, cost estimator
  2. Consultants understand and agree to scope of work: deliverables, schedules, meetings and presentations, budgets
  3. Contracts with appropriate consultants signed

Prepare for AA kickoff meeting

  1. All attendees notified: team members, owner reps, consultants
  2. Meeting info distributed: time, date, location, attendees, what to bring
  3. Meeting agenda prepared: objectives, topics, issues, schedules
  4. Supporting documents available: drawings, photos, reports

Hold AA kickoff meeting

  1. Scope of work understood and agreed to by all parties: project team, client, consultants
  2. All project goals and objectives identified: office objectives, project objectives, client objectives, team member objectives
  3. Office objectives identified: financial gain, fill-in project, establish reputation
  4. Project objectives identified: quality, cost, schedules, staffing
  5. Action items assigned
  6. Important decisions documented: recorded, noted, distributed

Set up filing systems

  1. Initial filing system for electronic documents and reference materials set up: drawings, specifications, photos, notes, email
  2. Central location for physical project reference materials identified: original drawings, hard copies, specifications, samples, product binders
  3. Product reference binder set up: organized by specification sections or office standards

Gather assessment background information

  1. All required existing drawings obtained and available: original building drawings, remodeling drawings, shop drawings, as-builts, surveys
  2. All available reports and reference materials are available: geotechnical reports, historical landmark status reports, hazmat reports, plot plans, site descriptions, special owner surveys
  3. All appropriate existing drawings converted to electronic format for reuse: Site plans, plot plans, building plans
  4. All applicable accessibility standards identified: ADA, local standards
  5. All other project scope requirements identified: contractual requirements
  6. All building-related hazardous materials have been identified: lead, asbestos
  7. All accessibility assessment checklists are available: client checklists, agency checklists, reference checklists
  8. All accessibility survey forms have been created: site items, room items

Obtain existing drawings

  1. Locations of existing drawings identified: owner, prior architect, contractor, building department, planning department
  2. All required existing drawings identified and obtained: plans, elevations, sections, details, engineering drawings, surveys
  3. Other required documents identified and obtained: investigative reports prepared by client or client's agents

Convert existing drawings to CAD

  1. Required drawings to convert identified: site plans, floor plans, roof plans, ceiling plans, elevations, sections; structural, mechanical, electrical, plumbing, civil, landscape
  2. Most effective conversion method identified: scanning, digitizing, outsourcing
  3. Every aspect of converted drawings agrees with existing drawings: compare using overlays, spot checks

Verify accuracy of existing drawings

  1. Drawings reflect existing conditions: verify by site visit, survey
  2. All deviations from existing conditions noted: redmarks, notes, voice recordings, photos

Visit site

  1. Initial and follow-up site visits completed and documented: See visit site.

Update CAD drawings to conform to actual conditions

  1. All revisions have been made: site visit notes, survey notes, redmarks
  2. All sheets conform to current office standards: sheet layout, numbering system, line weights
  3. All unnecessary material has been removed: reference notes, comments, errors

Print relevant documents for in-house use

  1. All relevant documents printed and filed for easy access: originals, progress sets
  2. All team members know where materials are located

Deliver reference materials to consultants

  1. All required reference documents delivered to consultants: existing drawing sets, specifications
  2. All required background sheets delivered to consultants: plans, elevations, sections

Meet with review agencies

  1. Meetings with review agencies held: meetings set up, agenda prepared, meetings held, important issues documented and distributed

Start progress set

  1. Minimal set of documents started: drawings, specifications

Start scope of work list

  1. Initial scope of work list started: spreadsheet-like format, project and office identifiers included, can be easily modified

Determine cross-reference system to tie scope of work list to drawings

  1. System covers all aspects of work: keynotes, symbols; for interior work, for exterior work; for architectural, structural, mechanical, electrical, civil, landscape work; doors, hardware, signs

Finalize scope of work list

  1. All architectural work included: tied in to keynotes on drawings
  2. All consultant work included: structural, mechanical, electrical, civil, landscape
  3. Project reference information agrees with other documents

Coordinate with consultants (iterative task)

  1. Consultant coordinators selected by team members: one or more team members agree to accept task
  2. All communications to and from each consultant dealt with efficiently: team, client, agency comments
  3. All important dates transmitted to each consultant: due dates, meeting dates, review dates

Start formal code review

  1. Format for code review documents have been set up: spreadsheet-like, easily changed
  2. Appropriate forms have been set up for collecting data: floor areas, room information, doors and hardware, ramps and stairs, occupant loads, plumbing fixtures
  3. Agreement reached on code information to be included on drawings: reference notes, code sections, schedules, area calculations
  4. All appropriate code review information is available: drawings, specifications, code books, checklists, survey forms, photos
  5. All required code sections have been reviewed and documented

Finalize formal code review

  1. All required code sections have been reviewed and documented
  2. All consultant code review items included: structural, mechanical, electrical, civil, landscape
  3. Code review documents distributed to interested parties: client, consultants

Transfer code-related items to drawings

  1. Appropriate code-related items transferred to drawings: exit paths, occupancy loads, floor areas, plumbing fixture counts
  2. Code information shown on drawings agrees with code review documents

Show path of travel (accessible route)

  1. Path of travel from all appropriate locations shown: site plans, building plans, floor plans
  2. All design solutions based on path of travel issues have been identified in scope of work and keyed in on plans

Develop design solutions

  1. Design solutions shown to provide access to all required facilities: parking, passenger loading zones, exterior accessible routes, curb ramps, drinking fountains, telephones, ramps, stairs and handrails, platform lifts, entrances and exits, doors and gates, building lobbies and corridors, elevators, rooms and spaces, assembly areas, toilet rooms and bathrooms, bathtubs and showers, lockers, dressing and fitting rooms, counters, casework, signs, seating areas, alarms, detectable warnings, assistive listening systems
  2. Design solutions shown resolve all additional issues related to providing access: egress changes, occupancy changes; structural, mechanical, electrical changes; smoke door, fire alarm system, fire sprinkler system changes

Discuss design solutions with appropriate parties

  1. All interested parties have reviewed the proposed design solutions: owner, occupants, consultants, review agencies

Update progress set (iterative task)

  1. All required sheets set up
  2. All required re-usable blocks created and used
  3. Cover/title/index sheets set up
  4. All required schedules set up: room finishes, doors, hardware
  5. Title blocks consistent throughout set

Create/update required documents

  1. All required documents have been created or updated: title sheets, site plans, building plans, floor plans, enlarged plans, elevations, sections, door and hardware schedules, room finish schedules, specifications, sketches, renderings, mechanical, electrical, structural, civil, landscape drawings
  2. Documents show all required information: contractual requirements, construction requirements, code requirements, building summary requirements, demolition requirements
  3. Site plan shows all accessible features: bus stops, drinking fountains, parking and loading zones, curb cuts, detectable warnings
  4. Site and floor plans show all modifications required: existing, demolition, new work
  5. Site plans show all ancillary work resulting from demolition and new work: changes to paving, structures, underground utilities
  6. Floor plans show all ancillary work resulting from demolition and new work: changes to walls, floors, ceilings, casework, mechanical, electrical, and structural systems
  7. Door and hardware schedule shows all doors requiring modifications

Update scope of work

  1. All scope of work notes identified and keyed in on drawings

Update drawing notes and names

  1. All room names and numbers shown
  2. Room names and numbers are coordinated: agree with room, finish, and door schedules, agree with client requirements, agree with phone system identifiers, agree with fire alarm system identifiers

Prepare cost estimates

  1. Estimated cost provided for each item in scope of work

Prepare required reports

  1. All reports and supplemental documents required by contract are provided: proposed construction schedules

Package accessibility assessment documents

  1. All required documents have been included: drawings, specifications, cost estimates, title sheets, cover sheets, supplemental reports
  2. All documents dated with same date

Do QC review of accessibility assessment package

  1. All AA documents reviewed and coordinated

Get approval of accessibility assessment package

  1. All required parties have reviewed and agree to proposed design solutions: owner, occupants, consultants, review agencies
  2. Appropriate parties have signed off on the AA package

Modify design solutions based on issues raised during reviews

  1. Modifications have been made to proposed design solutions to accommodate all concerns: functional issues, costs, code requirements

Issue accessibility assessment set

  1. All appropriate sheets have been printed, bound and delivered
  2. All interested parties have received AA package
  3. Record sets of all documents have been filed for future reference


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