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Task Guidance
Stage Guidance
How to?
Plan of Work 2013
Core Objectives
Procurement
Programme
(Town) Planning
Suggested Key Support Tasks
Sustainability Checkpoints
Information Exchanges (at stage completion)
UK Government Information Exchanges
  • 0. Strategic Definition

    Core Objectives

    Identify client's Business Case and Strategic Brief and other core project requirements.

    Procurement

    Initial considerations for assembling the project team.

    Programme

    Establish Project Programme.

    (Town) Planning

    Pre-application discussions.

    Suggested Key Support Tasks

    Review Feedback from previous projects.

    Sustainability Checkpoints

    Ensure that a strategic sustainability review of client needs and potential sites has been carried out, including reuse of existing facilities, building components or materials.

    Information Exchanges (at stage completion)

    Strategic Brief.

    UK Government Information Exchanges

    Not required.
  • 1. Preparation and Brief

    Core Objectives

    Develop Project Objectives, including Quality Objectives and Project Outcomes, Sustainability Aspirations, Project Budget, other parameters or constraints and develop Initial Project Brief. Undertake Feasibility Studies and review of Site Information.

    Procurement

    Prepare Project Roles Table and Contractual Tree and continue assembling the project team.

    Programme

    Review Project Programme.

    (Town) Planning

    Pre-application discussions.

    Suggested Key Support Tasks

    Prepare Handover Strategy and Risk Assessments.
    Agree Schedule of Services, Design Responsibility Matrix and Information Exchanges and prepare Project Execution Plan including Technology and Communication Strategies and consideration of Common Standards to be used.

    Sustainability Checkpoints

    Confirm that formal sustainability targets are stated in the Initial Project Brief.
    Confirm that environmental requirements, building lifespan and future climate parameters are stated in the Initial Project Brief.
    Have early stage consultations, surveys or monitoring been undertaken as necessary to meet sustainability criteria or assessment procedures?
    Check that the principles of the Handover Strategy and post-completion services are included in each party's Schedule of Services.
    Confirm that the Site Waste Management Plan has been implemented.

    Information Exchanges (at stage completion)

    Initial Project Brief.

    UK Government Information Exchanges

    Required.
  • 2. Concept Design

    Core Objectives

    Prepare Concept Design, including outline proposals for structural design, building services systems, outline specifications and preliminary Cost Information along with relevant Project Strategies in accordance with Design Programme. Agree alterations to brief and issue Final Project Brief.
    This task overlaps stages 2 to 4

    Procurement

    The procurement strategy does not fundamentally alter the progression of the design or the level of detail prepared at a given stage. However, Information Exchanges will vary depending on the selected procurement route and Building Contract. A bespoke RIBA Plan of Work 2013 will set out the specific tendering and procurement activities that will occur at each stage in relation to the chosen procurement route.
    This task overlaps stages 2 to 4

    Programme

    Review Project Programme.
    This task overlaps stages 2 to 4

    (Town) Planning

    Planning applications are typically made using the Stage 3 output. A bespoke RIBA Plan of Work 2013 will identify when the planning application is to be made.
    This task overlaps stages 2 to 4

    Suggested Key Support Tasks

    Prepare Sustainability Strategy, Maintenance and Operational Strategy and review Handover Strategy and Risk Assessments.
    Undertake third party consultations as required and any Research and Development aspects.
    Review and update Project Execution Plan.
    Consider Construction Strategy, including offsite fabrication, and develop Health and Safety Strategy.

    Sustainability Checkpoints

    Confirm that formal sustainability pre-assessment and identification of key areas of design focus have been undertaken and that any deviation from the Sustainability Aspirations has been reported and agreed.
    Has the initial Building Regulations Part L assessment been carried out?
    Have ‘plain English’ descriptions of internal environmental conditions and seasonal control strategies and systems been prepared?
    Has the environmental impact of key materials and the Construction Strategy been checked?
    Has resilience to future changes in climate been considered?

    Information Exchanges (at stage completion)

    Concept Design including outline structural and building services design, associated Project Strategies, preliminary Cost Information and Final Project Brief.

    UK Government Information Exchanges

    Required.
  • 3. Developed Design

    Core Objectives

    Prepare Developed Design, including coordinated and updated proposals for structural design, building services systems, outline specifications, Cost Information and Project Strategies in accordance with Design Programme.
    This task overlaps stages 3 to 4

    Procurement

    The procurement strategy does not fundamentally alter the progression of the design or the level of detail prepared at a given stage. However, Information Exchanges will vary depending on the selected procurement route and Building Contract. A bespoke RIBA Plan of Work 2013 will set out the specific tendering and procurement activities that will occur at each stage in relation to the chosen procurement route.
    This task overlaps stages 3 to 4
    This task overlaps stages 3 to 5

    Programme

    The procurement route may dictate the Project Programme and may result in certain stages overlapping or being undertaken concurrently. A bespoke RIBA Plan of Work 2013 will clarify the stage overlaps. The Project Programme will set out the specific stage dates and detailed programme durations.
    This task overlaps stages 3 to 5
    This task overlaps stages 3 to 4

    (Town) Planning

    Planning applications are typically made using the Stage 3 output. A bespoke RIBA Plan of Work 2013 will identify when the planning application is to be made.
    This task overlaps stages 3 to 4

    Suggested Key Support Tasks

    Review and update Sustainability Strategy, Maintenance and Operational and Handover Strategies and Risk Assessments.
    Undertake third party consultations as required and conclude Research and Development aspects.
    Review and update Project Execution Plan, including Change Control Procedures.
    Review and update Construction and Health and Safety Strategies.

    Sustainability Checkpoints

    Has a full formal sustainability assessment been carried out?
    Have an interim Building Regulations Part L assessment and a design stage carbon/energy declaration been undertaken?
    Has the design been reviewed to identify opportunities to reduce resource use and waste and the results recorded in the Site Waste Management Plan?

    Information Exchanges (at stage completion)

    Developed Design, including the coordinated architectural, structural and building services design and updated Cost Information.

    UK Government Information Exchanges

    Required.
  • 4. Technical Design

    Core Objectives

    Prepare Technical Design in accordance with Design Responsibility Matrix and Project Strategies to include all architectural, structural and building services information, specialist subcontractor design and specifications, in accordance with Design Programme.

    Procurement

    The procurement strategy does not fundamentally alter the progression of the design or the level of detail prepared at a given stage. However, Information Exchanges will vary depending on the selected procurement route and Building Contract. A bespoke RIBA Plan of Work 2013 will set out the specific tendering and procurement activities that will occur at each stage in relation to the chosen procurement route.
    This task overlaps stages 4 to 5

    Programme

    The procurement route may dictate the Project Programme and may result in certain stages overlapping or being undertaken concurrently. A bespoke RIBA Plan of Work 2013 will clarify the stage overlaps. The Project Programme will set out the specific stage dates and detailed programme durations.
    This task overlaps stages 4 to 5

    (Town) Planning

    Planning applications are typically made using the Stage 3 output. A bespoke RIBA Plan of Work 2013 will identify when the planning application is to be made.

    Suggested Key Support Tasks

    Review and update Sustainability, Maintenance and Operational and Handover Strategies and Risk Assessments.
    Prepare and submit Building Regulations submission and any other third party submissions requiring consent..
    Review and update Project Execution Plan.
    Review Construction Strategy, including sequencing, and update Health and Safety Strategy.

    Sustainability Checkpoints

    Is the formal sustainability assessment substantially complete?
    Have details been audited for airtightness and continuity of insulation?
    Has the Building Regulations Part L submission been made and the design stage carbon/energy declaration been updated and the future climate impact assessment prepared?
    Has a non-technical user guide been drafted and have the format and content of the Part L log book been agreed?
    Has all outstanding design stage sustainability assessment information been submitted?
    Are building Handover Strategy and monitoring technologies specified?
    Have the implications of changes to the specification or design been reviewed against agreed sustainability criteria?
    Has compliance of agreed sustainability criteria for contributions by specialist subcontractors been demonstrated?

    Information Exchanges (at stage completion)

    Completed Technical Design of the project.

    UK Government Information Exchanges

    Not required.
  • 5. Construction

    Core Objectives

    Offsite manufacturing and onsite Construction in accordance with Construction Programme and resolution of Design Queries from site as they arise.

    Procurement

    Administration of Building Contract, including regular site inspections and review of progress.

    Programme

    The procurement route may dictate the Project Programme and may result in certain stages overlapping or being undertaken concurrently. A bespoke RIBA Plan of Work 2013 will clarify the stage overlaps. The Project Programme will set out the specific stage dates and detailed programme durations.

    (Town) Planning

    Suggested Key Support Tasks

    Review and update Sustainability Strategy and implement Handover Strategy, including agreement of information required for commissioning, training, handover, asset management, future monitoring and maintenance and ongoing compilation of 'As Constructed' Information.
    Update Construction Strategy and Health and Safety Strategies.

    Sustainability Checkpoints

    Has the design stage sustainability assessment been certified?
    Have sustainability procedures been developed with the contractor and included in the Construction Strategy?
    Has the detailed commissioning and Handover Strategy programme been reviewed?
    Confirm that the contractor’s interim testing and monitoring of construction has been reviewed and observed, particularly in relation to airtightness and continuity of insulation.
    Is the non-technical user guide complete and has the aftercare service been set up?
    Has the 'As Constructed' Information been issued for post-construction sustainability certification?

    Information Exchanges (at stage completion)

    'As Constructed' Information.

    UK Government Information Exchanges

    Not required.
  • 6. Handover and Close Out

    Core Objectives

    Handover of building and conclusion of Building Contract.

    Procurement

    Conclude administration of Building Contract.

    Programme

    (Town) Planning

    Suggested Key Support Tasks

    Carry out activities listed in Handover Strategy including Feedback for use during the future life of the building or on future projects.
    Updating of Project Information as required.

    Sustainability Checkpoints

    Has assistance with the collation of post-completion information for final sustainability certification been provided?

    Information Exchanges (at stage completion)

    Updated 'As Constructed' Information.

    UK Government Information Exchanges

    Required.
  • 7. In Use

    Core Objectives

    Undertake In Use services in accordance with Schedule of Services.

    Procurement

    Programme

    (Town) Planning

    Suggested Key Support Tasks

    Conclude activities listed in Handover Strategy including Post-occupancy Evaluation, review of Project Performance, Project Outcomes and Research and Development aspects.
    Updating of Project Information, as required, in response to ongoing client Feedback until the end of the building’s life.

    Sustainability Checkpoints

    Has observation of the building operation in use and assistance with fine tuning and guidance for occupants been undertaken?
    Has the energy/carbon performance been declared?

    Information Exchanges (at stage completion)

    'As Constructed' Information updated in response to ongoing client Feedback and maintenance or operational developments.

    UK Government Information Exchanges

    As required.