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Explore relationship among competence definitions in the specification.

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Identify and resource the development of new products and services to meet market needs 1 review the organisation's operations and evaluate its strengths and weaknesses to compete in potential markets 2 identify appropriate and realistic market areas for the organisation and summarise the information accurately 3 analyse the demand for and type of new products and services within the identified market areas 4 identify opportunities to use new marketing technologies, materials and techniques to meet identified market needs 5 ensure that the resources needed are calculated accurately and that sufficient resources are allocated for the development of new products and services 6 negotiate additional resources in cases where existing resources are insufficient to meet development costs 7 select new and innovative products and services for development which are based on an accurate evaluation of the organisation's business policy
COSCSMO18 Identify and resource the development of new products and services to meet market needs 1 review the organisation's operations and evaluate its strengths and weaknesses to compete in potential markets 2 identify appropriate and realistic market areas for the organisation and summarise the information accurately 3 analyse the demand for and type of new products and services within the identified market areas 4 identify opportunities to use new marketing technologies, materials and techniques to meet identified market needs 5 ensure that the resources needed are calculated accurately and that sufficient resources are allocated for the development of new products and services 6 negotiate additional resources in cases where existing resources are insufficient to meet development costs 7 select new and innovative products and services for development which are based on an accurate evaluation of the organisation's business policy
context
- COSCSMO18Identify and resource the development of new products and services to meet market needs
  Identify and resource the development of new products and services to meet market needs
  
  • The organisation’s operations:
  
  ‐ new and innovative services, products and processes (benefits and features)
  
  ‐ information management systems
  
  ‐ customer requirements
  
  ‐ communications with potential customers and partners
  
  ‐ legal requirements and statutory legislation
  
  ‐ past and future negotiations
  
  ‐ specifications
  
  ‐ pricing strategy
  
  ‐ recording systems
  
  ‐ time schedules
  
  ‐ quality
  
  ‐ identification of competitors
  
  ‐ target markets
  
  ‐ training
  
  • Strengths and weaknesses:
  
  ‐ market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ environmental impact
  
  ‐ energy performance
  
  ‐ socio-economic factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of client's needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  • Analysis - methods:
  
  ‐ feasibility studies
  
  ‐ SWOT (strengths, weaknesses, opportunities and threats) analyses
  
  ‐ feedback
  
  • Products and services:
  
  ‐ design
  
  ‐ finance
  
  ‐ build
  
  ‐ operate
  
  ‐ research, development and innovation
  
  ‐ technological
  
  ‐ consultation
  
  ‐ advisory
  
  ‐ project management
  
  • Resources:
  
  ‐ people (knowledge, training, competence)
  
  ‐ plant and equipment
  
  ‐ materials
  
  ‐ sub-contractors and suppliers
  
  ‐ partners
  
  ‐ external services
  
  ‐ financial resources
  
  ‐ accommodation
- COSCSMO18Develop and implement a marketing strategy
  Develop and implement a marketing strategy
  
  • Present image and reputation of the organisation:
  
  ‐ market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ environmental impact
  
  ‐ socio-economic factors
  
  • Information gathering system:
  
  ‐ organisation sources
  
  ‐ external sources
  
  ‐ customer feedback
  
  ‐ specialists
  
  ‐ market research
  
  • Marketing and promotion:
  
  ‐ branding
  
  ‐ corporate image
  
  ‐ professional networks
  
  ‐ sponsorship
  
  ‐ publications
  
  ‐ samples
  
  ‐ relation with press and media
  
  ‐ advertising policies
  
  ‐ direct and indirect client and customer relations
  
  ‐ presentations
  
  ‐ e-commerce
  
  ‐ delivery
  
  • Potential new business opportunities:
  
  ‐ products and services
  
  ‐ developments and projects
  
  ‐ customers and markets
  
  • Monitoring:
  
  ‐ market share
  
  ‐ levels of resource allocation
  
  ‐ profitability
  
  ‐ reputation
  
  ‐ image
- COSCSMO18Develop and maintain a policy to maximise client and customer satisfaction
  Develop and maintain a policy to maximise client and customer satisfaction
  
  • Clients and customers:
  
  ‐ individuals
  
  ‐ external organisations
  
  ‐ departments or teams
  
  • Client and customer service:
  
  ‐ quality
  
  ‐ timescales
  
  ‐ cost
  
  ‐ communication and involvement in decision making
  
  ‐ conduct
  
  ‐ pre-contract
  
  ‐ post-contract
  
  ‐ after care
  
  • Policy:
  
  ‐ relationships with clients
  
  ‐ statutory rights and the organisational response
  
  ‐ operational expectations and performance
  
  ‐ policy regarding adherence to current norms of business ethics and practice
  
  ‐ environmental concerns
collate the quantities and descriptions, produce them in a recognised form and sequence them so that they can be included in the documentation
cosbimb63.1 collate the quantities and descriptions, produce them in a recognised form and sequence them so that they can be included in the documentation
context
- cosbimb63.1Bills:
  Bills:
  
  • trade
  
  • elemental
  
  • operational
  
  • approximate
  
  • schedules of rates
- cosbimb63.1Procurement:
  Procurement:
  
  • competitive tender - limited competition
  
  • open competition (including advertising)
  
  • competitive - negotiation
  
  • serial award
  
  • team award
- cosbimb63.1Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commision)
- cosbimb63.1Relevant criteria:
  Relevant criteria:
  
  • cost of production
  
  • time in preparation
  
  • suitability to the contract
  
  • form of project procurement
  
  • intended purpose
- cosbimb63.1Checks and approvals: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents spelling, grammar and punctuation status
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • spelling, grammar and punctuation
  
  • status
select valid options for bills of quantities, discuss them with the client and other people who have an interest and agree a form
cosbimb63.1 select valid options for bills of quantities, discuss them with the client and other people who have an interest and agree a form
context
- cosbimb63.1Bills:
  Bills:
  
  • trade
  
  • elemental
  
  • operational
  
  • approximate
  
  • schedules of rates
- cosbimb63.1Procurement:
  Procurement:
  
  • competitive tender - limited competition
  
  • open competition (including advertising)
  
  • competitive - negotiation
  
  • serial award
  
  • team award
- cosbimb63.1Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commision)
- cosbimb63.1Relevant criteria:
  Relevant criteria:
  
  • cost of production
  
  • time in preparation
  
  • suitability to the contract
  
  • form of project procurement
  
  • intended purpose
- cosbimb63.1Checks and approvals: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents spelling, grammar and punctuation status
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • spelling, grammar and punctuation
  
  • status
identify bills of quantities which are suitable for the type of procurement and project stage and evaluate the options against relevant criteria
cosbimb63.1 identify bills of quantities which are suitable for the type of procurement and project stage and evaluate the options against relevant criteria
context
- cosbimb63.1Bills:
  Bills:
  
  • trade
  
  • elemental
  
  • operational
  
  • approximate
  
  • schedules of rates
- cosbimb63.1Procurement:
  Procurement:
  
  • competitive tender - limited competition
  
  • open competition (including advertising)
  
  • competitive - negotiation
  
  • serial award
  
  • team award
- cosbimb63.1Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commision)
- cosbimb63.1Relevant criteria:
  Relevant criteria:
  
  • cost of production
  
  • time in preparation
  
  • suitability to the contract
  
  • form of project procurement
  
  • intended purpose
- cosbimb63.1Checks and approvals: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents spelling, grammar and punctuation status
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • spelling, grammar and punctuation
  
  • status
Evaluate project programme
cosccomo14 Evaluate project programme
context
- cosccomo14Evaluate, review and select work methods
  Evaluate, review and select work methods
  
  • Project information:
  
  ‐ conditions and obligations of contract
  
  ‐ bills of quantities
  
  ‐ specifications
  
  ‐ information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  ‐ health, safety and welfare plans
  
  ‐ environmental plan
  
  ‐ time-scales
  
  ‐ risk
  
  • Production, installation and work methods:
  
  ‐ sequencing and integration of work operations
  
  ‐ organisation and use of resources (people, plant, materials, finance)
  
  ‐ construction and installation techniques
  
  ‐ temporary works
  
  ‐ prefabrication and standardisation
  
  ‐ handling operations
  
  ‐ materials recovery & waste management
  
  ‐ supply chain management
  
  ‐ health, safety and welfare
  
  ‐ impact on programming processes & workforce of new materials and technologies
  
  • Other sources:
  
  ‐ consultant
  
  ‐ contractors
  
  ‐ sub-contractors
  
  ‐ suppliers
  
  ‐ statutory and regulatory authorities
  
  • Evaluate work methods and programme in construction contracting operations management
- cosccomo14technical literature
  technical literature
  
  • trade literature
  
  • organisational expertise
- cosccomo14Identify work methods:
  Identify work methods:
  
  • standard procedures
  
  • investigative research
- cosccomo14Technical criteria:
  Technical criteria:
  
  • materials & component performance & availability
  
  • structural forms
  
  • physical conditions and environmental factors
  
  • health, safety and welfare
  
  • fire protection
  
  • access
  
  • plant, equipment & people availability
  
  • traffic generation and management
  
  • waste and sustainability
  
  • weather conditions
  
  • energy and low carbon efficiency
  
  • buildability
  
  • protection of archaeological and historically valuable resources
  
  • demolition
- cosccomo14Project criteria:
  Project criteria:
  
  • cost benefit
  
  • value engineering
  
  • conformity to statutory requirements
  
  • phsed occupancy
  
  • facility/asset management requirements
  
  • contract requirements in terms of time, quantity and quality
  
  • environmental considerations
- cosccomo14Analyse - using:
  Analyse - using:
  
  • method study
  
  • production analysis
  
  • feedback from similar projects
  
  • Building Information Modelling
- cosccomo14Programmes and schedules:
  Programmes and schedules:
  
  • digital timeline model
  
  • bar charts
  
  • flow charts
  
  • critical path
  
  • line of balance
  
  • time chainage
  
  • action lists
  
  • method statements
  
  • check costs
  
  • control systems
  
  • as built programme
- cosccomo14Clarification and advice:
  Clarification and advice:
  
  • the client/clients representative
  
  • consultants
  
  • project team partners
  
  • industry research
  
  • technical publications
  
  • trade literature
  
  • experts, including experienced craftspeople and suppliers
- cosccomo14Analyse - using: method study production analysis Building Information Modelling
  Analyse - using:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
- cosccomo14Project requirements:
  Project requirements:
  
  • contract conditions
  
  • defined responsibilities
- cosccomo14External factors:
  External factors:
  
  • other related programmes
  
  • supply lead times
  
  • contingencies
  
  • special working conditions
  
  • impact on occupiers and near neighbours
  
  • weather conditions
  
  • statutory limitations
  
  • site conditions
  
  • off-site manufacture and on-site assembly
- cosccomo14System for monitoring and recording: manual electronic
  System for monitoring and recording:
  
  • manual
  
  • electronic
identify the services and resources that are needed, and select those that meet the agreed timescales and budget limits
cosbimb23.1 identify the services and resources that are needed, and select those that meet the agreed timescales and budget limits
context
- cosbimb23.1Services:
  Services:
  
  • project management
  
  • design
  
  • construction
  
  • installation
  
  • supply
- cosbimb23.1Resources:
  Resources:
  
  • people
  
  • materials
  
  • plant and equipment
  
  • facilities
  
  • collaborative IT
- cosbimb23.1Evaluate:
  Evaluate:
  
  • quality
  
  • price
  
  • value
  
  • time
  
  • reliability
  
  • resilience
  
  • competence
- cosbimb23.1Contractual arrangements:
  Contractual arrangements:
  
  • definition and coverage of required project services
  
  • alignment of interests and benefits
  
  • early participation of key suppliers
  
  • integrated project insurance
  
  • agreed payment procedures
  
  • open book accounting
  
  • supply chain accounting
  
  • working across discipline boundaries
  
  • BIM protocols
- cosbimb23.1Terms of appointment:
  Terms of appointment:
  
  • full service
  
  • partial services
  
  • quantum merit
  
  • scale fee
  
  • fee tender
  
  • package deal
  
  • design and build
  
  • fast track
  
  • in-house
Assess and identify work methods
coscco013 Assess and identify work methods
context
- coscco013Assess and identify work methods
  Assess and identify work methods
  
  • Project data:
  
  ‐ conditions of contract
  
  ‐ bills of quantities
  
  ‐ specifications
  
  ‐ detailed drawings
  
  ‐ health and safety plans
  
  ‐ time-scales
  
  ‐ contractual risks, obligations and scope of works
  
  • Construction, installation and work methods:
  
  ‐ sequencing of work and integration of work operations
  
  ‐ organisation of resources (people, plant, materials, finance)
  
  ‐ construction and installation techniques
  
  ‐ temporary works
  
  ‐ prefabrication and standardisation (volumetric pods, panelised hybrid)
  
  ‐ health, safety and welfare
  
  ‐ new materials and technologies
  
  • Alternative sources:
  
  ‐ the client
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ sub-contractors
  
  ‐ suppliers
  
  ‐ regulatory authorities
  
  ‐ technical literature
  
  ‐ trade literature
  
  ‐ organisational expertise
  
  • Identify work methods:
  
  ‐ standard lists and procedures
  
  ‐ investigative research
  
  • Technical and project criteria:
  
  ‐ materials component performance and availability
  
  ‐ structural forms
  
  ‐ phased occupancy
  
  ‐ fire protection
  
  ‐ access
  
  ‐ plant, equipment, people capability
  
  ‐ traffic generation and management
  
  ‐ environmental factors
  
  ‐ transportation
  
  ‐ waste and sustainability
  
  ‐ seasonal weather conditions
  
  ‐ buildability
  
  ‐ value engineering
  
  ‐ protection of archaeological and historically valuable resources
  
  ‐ third party obligations
  
  ‐ other related programmes
  
  ‐ community benefits, including skills and training
  
  • Analyse:
  
  ‐ method study
  
  ‐ work study
  
  ‐ production analysis
  
  ‐ benchmarking
- coscco013Develop project programming and resourcing
  Develop project programming and resourcing
  
  • Resources:
  
  ‐ people
  
  ‐ plant and equipment
  
  ‐ materials and components
  
  ‐ sub-contractors
  
  ‐ Information
  
  • Programmes and schedules:
  
  ‐ bar charts
  
  ‐ network analysis
  
  ‐ critical path
  
  ‐ time change
  
  ‐ action lists
  
  ‐ method statements
  
  • Clarification and advice - from:
  
  ‐ the client/clients representative
  
  ‐ consultants
  
  ‐ project team partners
  
  ‐ practice research
  
  ‐ technical publications
  
  ‐ trade literature
  
  ‐ management
  
  • Analyse - using:
  
  ‐ method study
  
  ‐ work study
  
  ‐ production analysis
  
  • Technical and project requirements:
  
  ‐ materials component performance and availability
  
  ‐ structural forms
  
  ‐ phased occupancy
  
  ‐ fire protection
  
  ‐ access
  
  ‐ plant, equipment, people capability
  
  ‐ traffic generation and management
  
  ‐ environmental factors
  
  ‐ transportation
  
  ‐ waste and sustainability
  
  ‐ seasonal weather conditions
  
  ‐ buildability
  
  ‐ value engineering
  
  ‐ protection of archaeological and historically valuable resources
  
  ‐ third party obligations
  
  ‐ other related programmes
  
  ‐ community benefits, including skills and training
  
  • Produce:
  
  ‐ manually
  
  ‐ electronically
- coscco013Monitor project progress against agreed programmes
  Monitor project progress against agreed programmes
  
  • Systems to monitor and record:
  
  ‐ visual inspection
  
  ‐ resource records
  
  ‐ site inspection reports
  
  ‐ contractors reports
  
  ‐ certified payments
  
  ‐ written and graphical records of actual work against programmed work
  
  ‐ site meetings
  
  ‐ Key Performance Indicators
  
  ‐ organisational procedures
  
  ‐ management reports
  
  ‐ benchmarks
  
  • Programmes:
  
  ‐ bar charts
  
  ‐ network analysis
  
  ‐ critical path
  
  ‐ time change
  
  ‐ action lists
  
  ‐ method statements
  
  ‐ project expenditure forecasts
  
  • Resources:
  
  ‐ people
  
  ‐ plant and equipment
  
  ‐ materials and components
  
  ‐ finance
  
  ‐ time
  
  ‐ specialist services
  
  ‐ public utility services
  
  ‐ Information
  
  • Quantify:
  
  ‐ method study
  
  ‐ work study
  
  ‐ production analysis
  
  ‐ cost implication
  
  • Circumstances:
  
  ‐ resource shortages
  
  ‐ design problems and constraints
  
  ‐ industrial disputes
  
  ‐ lack of essential construction information
  
  ‐ construction errors
  
  ‐ inclement weather
  
  ‐ physical constraints
  
  ‐ legal
  
  ‐ environmental
  
  ‐ contract variations
  
  ‐ force majeure
  
  • Revise:
  
  ‐ revise programme
  
  ‐ agree new completion dates
  
  ‐ initiate contract claim
Analyse and select successful bids and tenders and negotiate changes 16 ensure that the tenders received are stored in a secure place and opened on the closing date in line with the organisation's procedures and regulatory requirements 17 select for evaluation those tenders which meet the criteria and reject those that do not 18 check with tenderers if any discrepancies, omissions and errors are found in the tenders, and agree and make any amendments with tenderers 19 analyse the tenders which are selected against the agreed criteria and choose the tender which best meets the criteria 20 check that the successful tenderer and the client can meet the obligations of the contract and recommend a preferred tender to the client 21 negotiate and agree any variations, adjustments and corrections with the successful tenderer and confirm them in writing, subject to contract 22 accept the successful tender formally and notify tenderers who have been unsuccessful, about the result 23 modify and repeat the procurement process if too few tenders are received to show that there has been adequate competition
COSCSMO11 Analyse and select successful bids and tenders and negotiate changes 16 ensure that the tenders received are stored in a secure place and opened on the closing date in line with the organisation's procedures and regulatory requirements 17 select for evaluation those tenders which meet the criteria and reject those that do not 18 check with tenderers if any discrepancies, omissions and errors are found in the tenders, and agree and make any amendments with tenderers 19 analyse the tenders which are selected against the agreed criteria and choose the tender which best meets the criteria 20 check that the successful tenderer and the client can meet the obligations of the contract and recommend a preferred tender to the client 21 negotiate and agree any variations, adjustments and corrections with the successful tenderer and confirm them in writing, subject to contract 22 accept the successful tender formally and notify tenderers who have been unsuccessful, about the result 23 modify and repeat the procurement process if too few tenders are received to show that there has been adequate competition
context
- COSCSMO11Evaluate pre-qualification of tenderers
  Evaluate pre-qualification of tenderers
  
  • Procurement strategy:
  
  ‐ estimate
  
  ‐ open competitive tender
  
  ‐ two stage tender
  
  ‐ ‘two envelope’ tender
  
  ‐ selected list tender
  
  ‐ negotiated
  
  ‐ bid
  
  ‐ design and build
  
  ‐ design, build, finance and operate
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Regulatory requirements:
  
  ‐ compulsory competitive tendering
  
  ‐ international
  
  ‐ in-house
  
  ‐ national
  
  ‐ local
  
  • Evidence:
  
  ‐ documentary
  
  ‐ references
  
  ‐ interview
  
  • Selection criteria:
  
  ‐ quality of delivery record
  
  ‐ added value (including past performance)
  
  ‐ acceptability of known sub-contracting arrangements & supply chain organisation
  
  ‐ acceptability to client
  
  ‐ financial resources
  
  ‐ credit rating
  
  ‐ references from previous clients and bankers
  
  ‐ health, safety and welfare record
  
  ‐ competence of people
  
  ‐ Building Information Modelling capability
  
  ‐ systems compatibility
  
  ‐ resources (human, materials, facilities)
  
  ‐ insurance
  
  ‐ environmental record
  
  ‐ design quality and costing
  
  ‐ innovation record
  
  ‐ local economic benefit
- COSCSMO11Obtain bids and tenders
  Obtain bids and tenders
  
  • Procurement information and documents:
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ returns procedure
  
  ‐ surveys
  
  ‐ models
  
  ‐ graphical and non-graphical electronic data files
  
  ‐ drawings, schedules and programmes
  
  ‐ bills of quantities
  
  ‐ health, safety and welfare record
  
  ‐ environmental record
  
  ‐ scope of services
  
  ‐ terms and conditions
  
  ‐ schedules of rates
  
  ‐ evaluation criteria and procedures
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Queries:
  
  ‐ errors
  
  ‐ omissions
  
  ‐ ambiguities
  
  • Amendments:
  
  ‐ extension to tender period
  
  ‐ changes resulting from queries
- COSCSMO11Analyse and select successful bids and tenders and negotiate changes
  Analyse and select successful bids and tenders and negotiate changes
  
  • Regulatory requirements:
  
  ‐ statutes
  
  ‐ regulations
  
  ‐ codes of practice and procedure
  
  • Criteria:
  
  ‐ quality and delivery record
  
  ‐ technical viability
  
  ‐ financial viability
  
  ‐ timescale
  
  ‐ Resources
  
  ‐ cost (budgets, rates)
  
  ‐ loading and cash flow
  
  ‐ policies which offer added value
  
  ‐ comparative criteria (benchmarking)
  
  ‐ weighting
  
  ‐ organisational policies
  
  ‐ regulatory requirements
  
  ‐ competence of people
  
  ‐ Building Information Modelling capability
  
  ‐ information delivery
  
  ‐ design quality and costing
  
  ‐ community benefits
  
  ‐ best whole life value
  
  ‐ open book accounting
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Variations, adjustments and corrections:
  
  ‐ price
  
  ‐ quantity
  
  ‐ quality
  
  ‐ standards
  
  ‐ logistics
  
  ‐ completion
  
  ‐ Maintenance
  
  ‐ after sales service
  
  ‐ method of payment
  
  ‐ contract conditions
  
  ‐ scope of service
  
  ‐ terms and conditions
  
  ‐ client amendment
Obtain bids and tenders 10 ensure that procurement information and documents are drafted which meet statutory regulations, codes of practice and the organisation's policies 11 ensure that procurement information and documents are issued to all the tenderers on the agreed list, following the agreed procedures 12 respond to queries from tenderers promptly and pass on any additional information which they need 13 pass on to all the tenderers the information given to individual tenderers, and amendments to procurement information and documents 14 ensure that accurate records are kept of procurement information and documents issued, feedback, queries and information from tenderers 15 ensure that required action is implemented when tenderers withdraw from the process
COSCSMO11 Obtain bids and tenders 10 ensure that procurement information and documents are drafted which meet statutory regulations, codes of practice and the organisation's policies 11 ensure that procurement information and documents are issued to all the tenderers on the agreed list, following the agreed procedures 12 respond to queries from tenderers promptly and pass on any additional information which they need 13 pass on to all the tenderers the information given to individual tenderers, and amendments to procurement information and documents 14 ensure that accurate records are kept of procurement information and documents issued, feedback, queries and information from tenderers 15 ensure that required action is implemented when tenderers withdraw from the process
context
- COSCSMO11Evaluate pre-qualification of tenderers
  Evaluate pre-qualification of tenderers
  
  • Procurement strategy:
  
  ‐ estimate
  
  ‐ open competitive tender
  
  ‐ two stage tender
  
  ‐ ‘two envelope’ tender
  
  ‐ selected list tender
  
  ‐ negotiated
  
  ‐ bid
  
  ‐ design and build
  
  ‐ design, build, finance and operate
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Regulatory requirements:
  
  ‐ compulsory competitive tendering
  
  ‐ international
  
  ‐ in-house
  
  ‐ national
  
  ‐ local
  
  • Evidence:
  
  ‐ documentary
  
  ‐ references
  
  ‐ interview
  
  • Selection criteria:
  
  ‐ quality of delivery record
  
  ‐ added value (including past performance)
  
  ‐ acceptability of known sub-contracting arrangements & supply chain organisation
  
  ‐ acceptability to client
  
  ‐ financial resources
  
  ‐ credit rating
  
  ‐ references from previous clients and bankers
  
  ‐ health, safety and welfare record
  
  ‐ competence of people
  
  ‐ Building Information Modelling capability
  
  ‐ systems compatibility
  
  ‐ resources (human, materials, facilities)
  
  ‐ insurance
  
  ‐ environmental record
  
  ‐ design quality and costing
  
  ‐ innovation record
  
  ‐ local economic benefit
- COSCSMO11Obtain bids and tenders
  Obtain bids and tenders
  
  • Procurement information and documents:
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ returns procedure
  
  ‐ surveys
  
  ‐ models
  
  ‐ graphical and non-graphical electronic data files
  
  ‐ drawings, schedules and programmes
  
  ‐ bills of quantities
  
  ‐ health, safety and welfare record
  
  ‐ environmental record
  
  ‐ scope of services
  
  ‐ terms and conditions
  
  ‐ schedules of rates
  
  ‐ evaluation criteria and procedures
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Queries:
  
  ‐ errors
  
  ‐ omissions
  
  ‐ ambiguities
  
  • Amendments:
  
  ‐ extension to tender period
  
  ‐ changes resulting from queries
- COSCSMO11Analyse and select successful bids and tenders and negotiate changes
  Analyse and select successful bids and tenders and negotiate changes
  
  • Regulatory requirements:
  
  ‐ statutes
  
  ‐ regulations
  
  ‐ codes of practice and procedure
  
  • Criteria:
  
  ‐ quality and delivery record
  
  ‐ technical viability
  
  ‐ financial viability
  
  ‐ timescale
  
  ‐ Resources
  
  ‐ cost (budgets, rates)
  
  ‐ loading and cash flow
  
  ‐ policies which offer added value
  
  ‐ comparative criteria (benchmarking)
  
  ‐ weighting
  
  ‐ organisational policies
  
  ‐ regulatory requirements
  
  ‐ competence of people
  
  ‐ Building Information Modelling capability
  
  ‐ information delivery
  
  ‐ design quality and costing
  
  ‐ community benefits
  
  ‐ best whole life value
  
  ‐ open book accounting
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Variations, adjustments and corrections:
  
  ‐ price
  
  ‐ quantity
  
  ‐ quality
  
  ‐ standards
  
  ‐ logistics
  
  ‐ completion
  
  ‐ Maintenance
  
  ‐ after sales service
  
  ‐ method of payment
  
  ‐ contract conditions
  
  ‐ scope of service
  
  ‐ terms and conditions
  
  ‐ client amendment
Evaluate pre-qualification of tenderers 1 implement an appropriate type of procurement strategy which aligns with legal and statutory requirements and decide which potential tenderers could meet the contract conditions 2 decide which potential tenderers could meet the contract specification to fulfil the selected type of procurement process 3 decide how many tenderers to invite, taking into account the value and size of the contract 4 send enquiries to potential tenderers, in accordance with regulatory requirements, requiring them to provide evidence about their experience and capability 5 choose selection criteria which are suitable to weight and rate performance for the type of work described in the tender 6 evaluate potential tenderers who respond to the invitation against the selection criteria, place them in rank order and choose the number needed 7 offer advice and information to decision makers about potential tenderers and the selection criteria and modify the tender list to reflect any agreed changes 8 confirm that the selected tenderers are willing to tender 9 add more potential tenderers from the evaluation list which meet the selection criteria if those contacted are not willing to tender
COSCSMO11 Evaluate pre-qualification of tenderers 1 implement an appropriate type of procurement strategy which aligns with legal and statutory requirements and decide which potential tenderers could meet the contract conditions 2 decide which potential tenderers could meet the contract specification to fulfil the selected type of procurement process 3 decide how many tenderers to invite, taking into account the value and size of the contract 4 send enquiries to potential tenderers, in accordance with regulatory requirements, requiring them to provide evidence about their experience and capability 5 choose selection criteria which are suitable to weight and rate performance for the type of work described in the tender 6 evaluate potential tenderers who respond to the invitation against the selection criteria, place them in rank order and choose the number needed 7 offer advice and information to decision makers about potential tenderers and the selection criteria and modify the tender list to reflect any agreed changes 8 confirm that the selected tenderers are willing to tender 9 add more potential tenderers from the evaluation list which meet the selection criteria if those contacted are not willing to tender
context
- COSCSMO11Evaluate pre-qualification of tenderers
  Evaluate pre-qualification of tenderers
  
  • Procurement strategy:
  
  ‐ estimate
  
  ‐ open competitive tender
  
  ‐ two stage tender
  
  ‐ ‘two envelope’ tender
  
  ‐ selected list tender
  
  ‐ negotiated
  
  ‐ bid
  
  ‐ design and build
  
  ‐ design, build, finance and operate
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Regulatory requirements:
  
  ‐ compulsory competitive tendering
  
  ‐ international
  
  ‐ in-house
  
  ‐ national
  
  ‐ local
  
  • Evidence:
  
  ‐ documentary
  
  ‐ references
  
  ‐ interview
  
  • Selection criteria:
  
  ‐ quality of delivery record
  
  ‐ added value (including past performance)
  
  ‐ acceptability of known sub-contracting arrangements & supply chain organisation
  
  ‐ acceptability to client
  
  ‐ financial resources
  
  ‐ credit rating
  
  ‐ references from previous clients and bankers
  
  ‐ health, safety and welfare record
  
  ‐ competence of people
  
  ‐ Building Information Modelling capability
  
  ‐ systems compatibility
  
  ‐ resources (human, materials, facilities)
  
  ‐ insurance
  
  ‐ environmental record
  
  ‐ design quality and costing
  
  ‐ innovation record
  
  ‐ local economic benefit
- COSCSMO11Obtain bids and tenders
  Obtain bids and tenders
  
  • Procurement information and documents:
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ returns procedure
  
  ‐ surveys
  
  ‐ models
  
  ‐ graphical and non-graphical electronic data files
  
  ‐ drawings, schedules and programmes
  
  ‐ bills of quantities
  
  ‐ health, safety and welfare record
  
  ‐ environmental record
  
  ‐ scope of services
  
  ‐ terms and conditions
  
  ‐ schedules of rates
  
  ‐ evaluation criteria and procedures
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Queries:
  
  ‐ errors
  
  ‐ omissions
  
  ‐ ambiguities
  
  • Amendments:
  
  ‐ extension to tender period
  
  ‐ changes resulting from queries
- COSCSMO11Analyse and select successful bids and tenders and negotiate changes
  Analyse and select successful bids and tenders and negotiate changes
  
  • Regulatory requirements:
  
  ‐ statutes
  
  ‐ regulations
  
  ‐ codes of practice and procedure
  
  • Criteria:
  
  ‐ quality and delivery record
  
  ‐ technical viability
  
  ‐ financial viability
  
  ‐ timescale
  
  ‐ Resources
  
  ‐ cost (budgets, rates)
  
  ‐ loading and cash flow
  
  ‐ policies which offer added value
  
  ‐ comparative criteria (benchmarking)
  
  ‐ weighting
  
  ‐ organisational policies
  
  ‐ regulatory requirements
  
  ‐ competence of people
  
  ‐ Building Information Modelling capability
  
  ‐ information delivery
  
  ‐ design quality and costing
  
  ‐ community benefits
  
  ‐ best whole life value
  
  ‐ open book accounting
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Variations, adjustments and corrections:
  
  ‐ price
  
  ‐ quantity
  
  ‐ quality
  
  ‐ standards
  
  ‐ logistics
  
  ‐ completion
  
  ‐ Maintenance
  
  ‐ after sales service
  
  ‐ method of payment
  
  ‐ contract conditions
  
  ‐ scope of service
  
  ‐ terms and conditions
  
  ‐ client amendment
confirm its relevance
cosvr630 cosvr46 cosvr43 cosvr53 cosvr605 cosvr21 cosvr09 confirm its relevance
knowledge
- cosvr630Safe work practices the level of understanding operatives must have of information for relevant, current legislation and official guidance and how it is applied the types of fire extinguishers and how and when they are used how emergencies should be responded to and who should respond the organisational security procedures for tools, equipment and personal belongings what the accident reporting procedures are and who is responsible for making the report why, when and how health and safety control equipment should be used
  Safe work practices
  
  • the level of understanding operatives must have of information for relevant, current legislation and official guidance and how it is applied
  
  • the types of fire extinguishers and how and when they are used
  
  • how emergencies should be responded to and who should respond
  
  • the organisational security procedures for tools, equipment and personal belongings
  
  • what the accident reporting procedures are and who is responsible for making the report
  
  • why, when and how health and safety control equipment should be used
context
- cosvr630avoidance of risk by following the given information relating to the following methods of work safe use of health and safety control equipment safe use of access equipment safe use, storage and handling of materials safe use and storage of tools and equipment
  avoidance of risk by following the given information relating to the following
  
  • methods of work
  
  • safe use of health and safety control equipment
  
  • safe use of access equipment
  
  • safe use, storage and handling of materials
  
  • safe use and storage of tools and equipment
capture progressively and record the most recent information produced during design, production and installation, which could be used for guidance about operation and maintenance
cosbimd34.1 capture progressively and record the most recent information produced during design, production and installation, which could be used for guidance about operation and maintenance
context
- cosbimd34.1Information and guidance:
  Information and guidance:
  
  • employer's information requirements (EIR)
  
  • as constructed information (models, drawings, documents, graphical and non-graphical digital data files)
  
  • schedules
  
  • specifications
  
  • contract records
  
  • photographs
  
  • trade literature
  
  • statutory consents
  
  • commissioning and test certificates
  
  • operating and maintenance instructions and performance ratings
  
  • guarantees
  
  • warranties
  
  • health and safety file
- cosbimd34.1Guidance - about:
  Guidance - about:
  
  • the design approach
  
  • construction and installation details
  
  • key references
  
  • statutory and other limitations on use
  
  • health and safety aspects
  
  • operating installations
  
  • maintenance guidance
  
  • sources of replacement materials, components and equipment
  
  • building management systems
  
  • building monitoring systems
  
  • spare parts
  
  • environmental and sustainability aspects including carbon use
  
  • future demolition and decommissioning
- cosbimd34.1Buildings, installations & systems:
  Buildings, installations & systems:
  
  • structure
  
  • materials
  
  • elements of the building fabric
  
  • finishes
  
  • furnishings
  
  • fittings
  
  • power and light
  
  • heating and ventilating
  
  • refrigeration and air-conditioning
  
  • telecommunications
  
  • movement of goods and people
  
  • special services and equipment
  
  • external works
  
  • landscaping
  
  • building energy management systems
  
  • plumbing
  
  • grey water systems
  
  • smart meters
- cosbimd34.1Information - produced by: consultants contractors sub-contractors suppliers and manufacturers
  Information - produced by:
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers and manufacturers
- cosbimd34.1Guidance material:
  Guidance material:
  
  • owners manuals
  
  • log books
  
  • maintenance schedules
  
  • information (models, documents, drawings, graphical and non-graphical digital data files)
Monitor and control arrangements for strategic sourcing 6 review the terms of contract regularly with suppliers and services and assess whether there are continued benefits 7 monitor the performance of suppliers and services against agreed standards and quantify any variations in performance 8 inform suppliers and services about variations in performance from contract terms, and provide them with advice and information about the changes needed and the time allowed to make the changes 9 investigate variations and problems, identify likely causes and inform all those who are affected 10 assess existing sourcing arrangements against alternative supply options regularly and estimate the relative benefits and advantages
COSCSMO10 Monitor and control arrangements for strategic sourcing 6 review the terms of contract regularly with suppliers and services and assess whether there are continued benefits 7 monitor the performance of suppliers and services against agreed standards and quantify any variations in performance 8 inform suppliers and services about variations in performance from contract terms, and provide them with advice and information about the changes needed and the time allowed to make the changes 9 investigate variations and problems, identify likely causes and inform all those who are affected 10 assess existing sourcing arrangements against alternative supply options regularly and estimate the relative benefits and advantages
context
- COSCSMO10Agree and implement systems with suppliers and services
  Agree and implement systems with suppliers and services
  
  • Systems:
  
  ‐ manual
  
  ‐ electronic
  
  ‐ Building Information Modelling
  
  ‐ TQM systems
  
  ‐ design
  
  ‐ commercial
  
  ‐ health and safety
  
  ‐ environmental
  
  ‐ time management
  
  ‐ open book forms linked to outcomes
  
  ‐ agreed payment procedure
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ the client’s financial advisers
  
  ‐ design consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ facilities/asset managers
  
  ‐ potential investors
  
  ‐ funding agencies
  
  ‐ independent client adviser
  
  ‐ user groups
- COSCSMO10Monitor and control arrangements for strategic sourcing
  Monitor and control arrangements for strategic sourcing
  
  • Monitoring - methods:
  
  ‐ in-house reporting
  
  ‐ consultant
  
  • Those who are affected:
  
  ‐ suppliers
  
  ‐ users
Agree and implement systems with suppliers and services 1 specify and agree the ways in which systems will be managed and aligned with suppliers and services 2 identify and agree, with stakeholders, the changes to systems which are necessary to meet technical and quality requirements 3 develop and implement systems, identify any problems and make appropriate modifications before moving to full implementation 4 check that the alignment of systems conforms to the requirements of data protection legislation 5 negotiate and agree formal contractual arrangements that set out the requirements for the implementation and operation of strategic sourcing partnerships
COSCSMO10 Agree and implement systems with suppliers and services 1 specify and agree the ways in which systems will be managed and aligned with suppliers and services 2 identify and agree, with stakeholders, the changes to systems which are necessary to meet technical and quality requirements 3 develop and implement systems, identify any problems and make appropriate modifications before moving to full implementation 4 check that the alignment of systems conforms to the requirements of data protection legislation 5 negotiate and agree formal contractual arrangements that set out the requirements for the implementation and operation of strategic sourcing partnerships
context
- COSCSMO10Agree and implement systems with suppliers and services
  Agree and implement systems with suppliers and services
  
  • Systems:
  
  ‐ manual
  
  ‐ electronic
  
  ‐ Building Information Modelling
  
  ‐ TQM systems
  
  ‐ design
  
  ‐ commercial
  
  ‐ health and safety
  
  ‐ environmental
  
  ‐ time management
  
  ‐ open book forms linked to outcomes
  
  ‐ agreed payment procedure
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ the client’s financial advisers
  
  ‐ design consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ facilities/asset managers
  
  ‐ potential investors
  
  ‐ funding agencies
  
  ‐ independent client adviser
  
  ‐ user groups
- COSCSMO10Monitor and control arrangements for strategic sourcing
  Monitor and control arrangements for strategic sourcing
  
  • Monitoring - methods:
  
  ‐ in-house reporting
  
  ‐ consultant
  
  • Those who are affected:
  
  ‐ suppliers
  
  ‐ users
agree and record the selected procurement method and appropriate implementation procedures
cosbimb15.1 agree and record the selected procurement method and appropriate implementation procedures
context
- cosbimb15.1Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • facilities/asset managers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
- cosbimb15.1Methods:
  Methods:
  
  • selection and appointment of independent client advisers
  
  • consultant
  
  • internal or self monitoring
  
  • project management
  
  • total project management
  
  • value management
  
  • risk management
  
  • process analysis
  
  • open book accounting
- cosbimb15.1Procurement objectives and criteria:
  Procurement objectives and criteria:
  
  • type and form of contract
  
  • definition and coverage of required project services
  
  • alignment of interests and benefits
  
  • early participation of key suppliers
  
  • risk allocation
  
  • integrated project insurance
  
  • Building Information Modelling protocols
  
  • economic, political and social context
  
  • funding sources
  
  • degree of commercial and financial risk
  
  • agreed payment procedures
  
  • whole life principles
  
  • best overall value
  
  • project insurance
  
  • timescales/sequencing
  
  • complexity
  
  • design and build quality
  
  • right first-time
  
  • sustainability
  
  • environmental benefits and sustainability
  
  • community benefits
- cosbimb15.1Procurement methods:
  Procurement methods:
  
  • managed forms of construction
  
  • design and build
  
  • traditional
  
  • Public, Private Partnership
  
  • prime contracting
  
  • partnering
  
  • advisory
  
  • sole source/single negotiations
  
  • competitive tendering
- cosbimb15.1Stakeholder constraints:
  Stakeholder constraints:
  
  • mandatory
  
  • advisory
- cosbimb15.1Legal and statutory requirements:
  Legal and statutory requirements:
  
  • common law
  
  • contract law
  
  • EU directives on procurement
  
  • codes of practice and procedures
- cosbimb15.1Implementation procedures:
  Implementation procedures:
  
  • tendering process
  
  • tender evaluation
  
  • award recommendation
  
  • contract award
select and recommend the most effective procurement methods which meet stakeholders' constraints and relevant legal and statutory requirements
cosbimb15.1 select and recommend the most effective procurement methods which meet stakeholders' constraints and relevant legal and statutory requirements
context
- cosbimb15.1Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • facilities/asset managers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
- cosbimb15.1Methods:
  Methods:
  
  • selection and appointment of independent client advisers
  
  • consultant
  
  • internal or self monitoring
  
  • project management
  
  • total project management
  
  • value management
  
  • risk management
  
  • process analysis
  
  • open book accounting
- cosbimb15.1Procurement objectives and criteria:
  Procurement objectives and criteria:
  
  • type and form of contract
  
  • definition and coverage of required project services
  
  • alignment of interests and benefits
  
  • early participation of key suppliers
  
  • risk allocation
  
  • integrated project insurance
  
  • Building Information Modelling protocols
  
  • economic, political and social context
  
  • funding sources
  
  • degree of commercial and financial risk
  
  • agreed payment procedures
  
  • whole life principles
  
  • best overall value
  
  • project insurance
  
  • timescales/sequencing
  
  • complexity
  
  • design and build quality
  
  • right first-time
  
  • sustainability
  
  • environmental benefits and sustainability
  
  • community benefits
- cosbimb15.1Procurement methods:
  Procurement methods:
  
  • managed forms of construction
  
  • design and build
  
  • traditional
  
  • Public, Private Partnership
  
  • prime contracting
  
  • partnering
  
  • advisory
  
  • sole source/single negotiations
  
  • competitive tendering
- cosbimb15.1Stakeholder constraints:
  Stakeholder constraints:
  
  • mandatory
  
  • advisory
- cosbimb15.1Legal and statutory requirements:
  Legal and statutory requirements:
  
  • common law
  
  • contract law
  
  • EU directives on procurement
  
  • codes of practice and procedures
- cosbimb15.1Implementation procedures:
  Implementation procedures:
  
  • tendering process
  
  • tender evaluation
  
  • award recommendation
  
  • contract award
identify procurement methods which are capable of meeting the procurement objectives and evaluate them against selected criteria
cosbimb15.1 identify procurement methods which are capable of meeting the procurement objectives and evaluate them against selected criteria
context
- cosbimb15.1Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • facilities/asset managers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
- cosbimb15.1Methods:
  Methods:
  
  • selection and appointment of independent client advisers
  
  • consultant
  
  • internal or self monitoring
  
  • project management
  
  • total project management
  
  • value management
  
  • risk management
  
  • process analysis
  
  • open book accounting
- cosbimb15.1Procurement objectives and criteria:
  Procurement objectives and criteria:
  
  • type and form of contract
  
  • definition and coverage of required project services
  
  • alignment of interests and benefits
  
  • early participation of key suppliers
  
  • risk allocation
  
  • integrated project insurance
  
  • Building Information Modelling protocols
  
  • economic, political and social context
  
  • funding sources
  
  • degree of commercial and financial risk
  
  • agreed payment procedures
  
  • whole life principles
  
  • best overall value
  
  • project insurance
  
  • timescales/sequencing
  
  • complexity
  
  • design and build quality
  
  • right first-time
  
  • sustainability
  
  • environmental benefits and sustainability
  
  • community benefits
- cosbimb15.1Procurement methods:
  Procurement methods:
  
  • managed forms of construction
  
  • design and build
  
  • traditional
  
  • Public, Private Partnership
  
  • prime contracting
  
  • partnering
  
  • advisory
  
  • sole source/single negotiations
  
  • competitive tendering
- cosbimb15.1Stakeholder constraints:
  Stakeholder constraints:
  
  • mandatory
  
  • advisory
- cosbimb15.1Legal and statutory requirements:
  Legal and statutory requirements:
  
  • common law
  
  • contract law
  
  • EU directives on procurement
  
  • codes of practice and procedures
- cosbimb15.1Implementation procedures:
  Implementation procedures:
  
  • tendering process
  
  • tender evaluation
  
  • award recommendation
  
  • contract award
identify and agree feasible and realistic procurement objectives and criteria
cosbimb15.1 identify and agree feasible and realistic procurement objectives and criteria
context
- cosbimb15.1Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • facilities/asset managers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
- cosbimb15.1Methods:
  Methods:
  
  • selection and appointment of independent client advisers
  
  • consultant
  
  • internal or self monitoring
  
  • project management
  
  • total project management
  
  • value management
  
  • risk management
  
  • process analysis
  
  • open book accounting
- cosbimb15.1Procurement objectives and criteria:
  Procurement objectives and criteria:
  
  • type and form of contract
  
  • definition and coverage of required project services
  
  • alignment of interests and benefits
  
  • early participation of key suppliers
  
  • risk allocation
  
  • integrated project insurance
  
  • Building Information Modelling protocols
  
  • economic, political and social context
  
  • funding sources
  
  • degree of commercial and financial risk
  
  • agreed payment procedures
  
  • whole life principles
  
  • best overall value
  
  • project insurance
  
  • timescales/sequencing
  
  • complexity
  
  • design and build quality
  
  • right first-time
  
  • sustainability
  
  • environmental benefits and sustainability
  
  • community benefits
- cosbimb15.1Procurement methods:
  Procurement methods:
  
  • managed forms of construction
  
  • design and build
  
  • traditional
  
  • Public, Private Partnership
  
  • prime contracting
  
  • partnering
  
  • advisory
  
  • sole source/single negotiations
  
  • competitive tendering
- cosbimb15.1Stakeholder constraints:
  Stakeholder constraints:
  
  • mandatory
  
  • advisory
- cosbimb15.1Legal and statutory requirements:
  Legal and statutory requirements:
  
  • common law
  
  • contract law
  
  • EU directives on procurement
  
  • codes of practice and procedures
- cosbimb15.1Implementation procedures:
  Implementation procedures:
  
  • tendering process
  
  • tender evaluation
  
  • award recommendation
  
  • contract award
identify methods which are suitable for monitoring and controlling the priorities
cosbimb15.1 identify methods which are suitable for monitoring and controlling the priorities
context
- cosbimb15.1Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • facilities/asset managers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
- cosbimb15.1Methods:
  Methods:
  
  • selection and appointment of independent client advisers
  
  • consultant
  
  • internal or self monitoring
  
  • project management
  
  • total project management
  
  • value management
  
  • risk management
  
  • process analysis
  
  • open book accounting
- cosbimb15.1Procurement objectives and criteria:
  Procurement objectives and criteria:
  
  • type and form of contract
  
  • definition and coverage of required project services
  
  • alignment of interests and benefits
  
  • early participation of key suppliers
  
  • risk allocation
  
  • integrated project insurance
  
  • Building Information Modelling protocols
  
  • economic, political and social context
  
  • funding sources
  
  • degree of commercial and financial risk
  
  • agreed payment procedures
  
  • whole life principles
  
  • best overall value
  
  • project insurance
  
  • timescales/sequencing
  
  • complexity
  
  • design and build quality
  
  • right first-time
  
  • sustainability
  
  • environmental benefits and sustainability
  
  • community benefits
- cosbimb15.1Procurement methods:
  Procurement methods:
  
  • managed forms of construction
  
  • design and build
  
  • traditional
  
  • Public, Private Partnership
  
  • prime contracting
  
  • partnering
  
  • advisory
  
  • sole source/single negotiations
  
  • competitive tendering
- cosbimb15.1Stakeholder constraints:
  Stakeholder constraints:
  
  • mandatory
  
  • advisory
- cosbimb15.1Legal and statutory requirements:
  Legal and statutory requirements:
  
  • common law
  
  • contract law
  
  • EU directives on procurement
  
  • codes of practice and procedures
- cosbimb15.1Implementation procedures:
  Implementation procedures:
  
  • tendering process
  
  • tender evaluation
  
  • award recommendation
  
  • contract award
identify key requirements with stakeholders stakeholders, resolve any conflicting demands between them, review their relative importance and risks, and confirm the priorities
cosbimb15.1 identify key requirements with stakeholders stakeholders, resolve any conflicting demands between them, review their relative importance and risks, and confirm the priorities
context
- cosbimb15.1Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • facilities/asset managers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
- cosbimb15.1Methods:
  Methods:
  
  • selection and appointment of independent client advisers
  
  • consultant
  
  • internal or self monitoring
  
  • project management
  
  • total project management
  
  • value management
  
  • risk management
  
  • process analysis
  
  • open book accounting
- cosbimb15.1Procurement objectives and criteria:
  Procurement objectives and criteria:
  
  • type and form of contract
  
  • definition and coverage of required project services
  
  • alignment of interests and benefits
  
  • early participation of key suppliers
  
  • risk allocation
  
  • integrated project insurance
  
  • Building Information Modelling protocols
  
  • economic, political and social context
  
  • funding sources
  
  • degree of commercial and financial risk
  
  • agreed payment procedures
  
  • whole life principles
  
  • best overall value
  
  • project insurance
  
  • timescales/sequencing
  
  • complexity
  
  • design and build quality
  
  • right first-time
  
  • sustainability
  
  • environmental benefits and sustainability
  
  • community benefits
- cosbimb15.1Procurement methods:
  Procurement methods:
  
  • managed forms of construction
  
  • design and build
  
  • traditional
  
  • Public, Private Partnership
  
  • prime contracting
  
  • partnering
  
  • advisory
  
  • sole source/single negotiations
  
  • competitive tendering
- cosbimb15.1Stakeholder constraints:
  Stakeholder constraints:
  
  • mandatory
  
  • advisory
- cosbimb15.1Legal and statutory requirements:
  Legal and statutory requirements:
  
  • common law
  
  • contract law
  
  • EU directives on procurement
  
  • codes of practice and procedures
- cosbimb15.1Implementation procedures:
  Implementation procedures:
  
  • tendering process
  
  • tender evaluation
  
  • award recommendation
  
  • contract award
reach an agreement on the production and installation information which is acceptable to the stakeholders and allows the project to progress to the next project stage
cosbimb55.5 reach an agreement on the production and installation information which is acceptable to the stakeholders and allows the project to progress to the next project stage
context
- cosbimb55.5Stakeholders: the client CDM coordinator consultants potential contractors potential subcontractors and suppliers regulatory authorities facilities/asset maintenance managers users
  Stakeholders:
  
  • the client
  
  • CDM coordinator
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • regulatory authorities
  
  • facilities/asset maintenance managers
  
  • users
- cosbimb55.5Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stage:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb55.5Justify - by using
  Justify - by using
  
  • sketches
  
  • drawings
  
  • physical models
  
  • diagrams
  
  • mathematical modelling
  
  • photo-montage
  
  • mock-ups
  
  • written reports
  
  • cost estimates
  
  • programming
  
  • cash analysis
  
  • outline approvals from regulatory authorities
  
  • design quality benchmarking analysis
  
  • 3D computer models
  
  • Building Information Modelling
  
  • lifetime impact modelling
  
  • decision tools for passive/active systems
  
  • building performance dynamic modelling
- cosbimb55.5Implications:
  Implications:
  
  • cost/including whole life cost
  
  • Resources
  
  • time
  
  • quality & technical effectiveness
confirm with the stakeholders the implications of implementing the recommended production and installation solutions
cosbimb55.5 cosbedmc03 confirm with the stakeholders the implications of implementing the recommended production and installation solutions
context
- cosbimb55.5Stakeholders: the client CDM coordinator consultants potential contractors potential subcontractors and suppliers regulatory authorities facilities/asset maintenance managers users
  Stakeholders:
  
  • the client
  
  • CDM coordinator
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • regulatory authorities
  
  • facilities/asset maintenance managers
  
  • users
- cosbimb55.5Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stage:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb55.5Justify - by using
  Justify - by using
  
  • sketches
  
  • drawings
  
  • physical models
  
  • diagrams
  
  • mathematical modelling
  
  • photo-montage
  
  • mock-ups
  
  • written reports
  
  • cost estimates
  
  • programming
  
  • cash analysis
  
  • outline approvals from regulatory authorities
  
  • design quality benchmarking analysis
  
  • 3D computer models
  
  • Building Information Modelling
  
  • lifetime impact modelling
  
  • decision tools for passive/active systems
  
  • building performance dynamic modelling
- cosbimb55.5Implications:
  Implications:
  
  • cost/including whole life cost
  
  • Resources
  
  • time
  
  • quality & technical effectiveness
compare the recommended production and installation solutions with the requirements of the production and installation information brief and justify its selection
cosbimb55.5 compare the recommended production and installation solutions with the requirements of the production and installation information brief and justify its selection
context
- cosbimb55.5Stakeholders: the client CDM coordinator consultants potential contractors potential subcontractors and suppliers regulatory authorities facilities/asset maintenance managers users
  Stakeholders:
  
  • the client
  
  • CDM coordinator
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • regulatory authorities
  
  • facilities/asset maintenance managers
  
  • users
- cosbimb55.5Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stage:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb55.5Justify - by using
  Justify - by using
  
  • sketches
  
  • drawings
  
  • physical models
  
  • diagrams
  
  • mathematical modelling
  
  • photo-montage
  
  • mock-ups
  
  • written reports
  
  • cost estimates
  
  • programming
  
  • cash analysis
  
  • outline approvals from regulatory authorities
  
  • design quality benchmarking analysis
  
  • 3D computer models
  
  • Building Information Modelling
  
  • lifetime impact modelling
  
  • decision tools for passive/active systems
  
  • building performance dynamic modelling
- cosbimb55.5Implications:
  Implications:
  
  • cost/including whole life cost
  
  • Resources
  
  • time
  
  • quality & technical effectiveness
assess and justify the features and benefits of the recommended production and installation solutions
cosbimb55.5 assess and justify the features and benefits of the recommended production and installation solutions
context
- cosbimb55.5Stakeholders: the client CDM coordinator consultants potential contractors potential subcontractors and suppliers regulatory authorities facilities/asset maintenance managers users
  Stakeholders:
  
  • the client
  
  • CDM coordinator
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • regulatory authorities
  
  • facilities/asset maintenance managers
  
  • users
- cosbimb55.5Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stage:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb55.5Justify - by using
  Justify - by using
  
  • sketches
  
  • drawings
  
  • physical models
  
  • diagrams
  
  • mathematical modelling
  
  • photo-montage
  
  • mock-ups
  
  • written reports
  
  • cost estimates
  
  • programming
  
  • cash analysis
  
  • outline approvals from regulatory authorities
  
  • design quality benchmarking analysis
  
  • 3D computer models
  
  • Building Information Modelling
  
  • lifetime impact modelling
  
  • decision tools for passive/active systems
  
  • building performance dynamic modelling
- cosbimb55.5Implications:
  Implications:
  
  • cost/including whole life cost
  
  • Resources
  
  • time
  
  • quality & technical effectiveness
provide stakeholders with relevant and accurate information appropriate to the project stage to review production and installation information
cosbimb55.5 provide stakeholders with relevant and accurate information appropriate to the project stage to review production and installation information
context
- cosbimb55.5Stakeholders: the client CDM coordinator consultants potential contractors potential subcontractors and suppliers regulatory authorities facilities/asset maintenance managers users
  Stakeholders:
  
  • the client
  
  • CDM coordinator
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • regulatory authorities
  
  • facilities/asset maintenance managers
  
  • users
- cosbimb55.5Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stage:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb55.5Justify - by using
  Justify - by using
  
  • sketches
  
  • drawings
  
  • physical models
  
  • diagrams
  
  • mathematical modelling
  
  • photo-montage
  
  • mock-ups
  
  • written reports
  
  • cost estimates
  
  • programming
  
  • cash analysis
  
  • outline approvals from regulatory authorities
  
  • design quality benchmarking analysis
  
  • 3D computer models
  
  • Building Information Modelling
  
  • lifetime impact modelling
  
  • decision tools for passive/active systems
  
  • building performance dynamic modelling
- cosbimb55.5Implications:
  Implications:
  
  • cost/including whole life cost
  
  • Resources
  
  • time
  
  • quality & technical effectiveness
Assess and provide for the conservation of energy use 8 review legislative requirements in order to identify the energy use and control criteria relevant to the type of property and systems 9 ensure that the information on the property and systems necessary to assess energy use is gathered and recorded 10 ensure that solutions which meet the criteria for the type of property and systems are reviewed, calculated and specified 11 prescribe commissioning procedures and certification necessary for property and systems 12 identify and define any consequent improvements that may be required to meet energy use and control criteria relevant to the type of property and systems 13 provide operating and maintenance instructions to users to enable property and systems to be operated in an energy efficient manner
COSCSMO08 Assess and provide for the conservation of energy use 8 review legislative requirements in order to identify the energy use and control criteria relevant to the type of property and systems 9 ensure that the information on the property and systems necessary to assess energy use is gathered and recorded 10 ensure that solutions which meet the criteria for the type of property and systems are reviewed, calculated and specified 11 prescribe commissioning procedures and certification necessary for property and systems 12 identify and define any consequent improvements that may be required to meet energy use and control criteria relevant to the type of property and systems 13 provide operating and maintenance instructions to users to enable property and systems to be operated in an energy efficient manner
context
- COSCSMO08Evaluate project whole life and low carbon costs
  Evaluate project whole life and low carbon costs
  
  • Energy goals and priorities:
  
  ‐ energy sources and infrastructure
  
  ‐ energy consumption
  
  ‐ low carbon targets
  
  ‐ use of renewable resources
  
  ‐ use of non-renewable resources
  
  ‐ energy reduction programmes
  
  ‐ heat recovery and re-use energy efficient technologies
  
  ‐ energy efficient practices
  
  • Project Stage:
  
  ‐ Stage 0 (Strategy)
  
  ‐ Stage 1 (Brief)
  
  ‐ Stage 2 (Concept)
  
  ‐ Stage 3 (Definition)
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ financial advisers
  
  ‐ consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ potential investors
  
  ‐ partners in the development programme
  
  ‐ facilities/asset managers
  
  • Whole life costs and low carbon cost:
  
  ‐ energy sources and infrastructure
  
  ‐ design stage
  
  ‐ materials and components (including embodied energy)
  
  ‐ construction and installation
  
  ‐ energy use
  
  ‐ grey water usage
  
  ‐ operations/maintenance
  
  ‐ adaptation/demolition/decommissioning
  
  • Assess and quantify:
  
  ‐ cost benefit analysis
  
  ‐ whole life
  
  ‐ life cycle costing
  
  ‐ lifetime impact modelling
  
  ‐ in-use asset performance
  
  ‐ carbon accounting
  
  ‐ value management feasibility studies
  
  ‐ elemental cost planning
  
  ‐ risk management
  
  ‐ cost effective out-performance of statutory requirements
  
  ‐ decision tools for passive/active systems
  
  ‐ model costs of alternative designs
  
  • Present:
  
  ‐ orally
  
  ‐ in writing
  
  ‐ graphically
  
  ‐ electronically
  
  ‐ simulation
- COSCSMO08Assess and provide for the conservation of energy use
  Assess and provide for the conservation of energy use
  
  • Criteria:
  
  ‐ carbon dioxide emissions
  
  ‐ efficiency of construction
  
  ‐ efficiency of building services and installation
  
  ‐ u values
  
  ‐ continuity of insulation
  
  ‐ air leakage
  
  • Property and systems:
  
  ‐ new development
  
  ‐ existing development
  
  • Information:
  
  ‐ building type
  
  ‐ building size and capacity
  
  ‐ current energy usage
  
  ‐ building fabric
  
  ‐ building heating, lighting and ventilation
  
  • Gathered and recorded:
  
  ‐ design proposals
  
  ‐ measured survey
  
  ‐ condition survey
  
  ‐ energy measurement and assessment tools
Evaluate project whole life and low carbon costs 1 confirm energy goals and priorities for the project, both currently and in the future 2 confirm assumptions about cost elements, alternative designs, construction, services, financing and use options for the project stage with stakeholders 3 review and present the potential whole life costs and low carbon cost of the project from available design and development information 4 assess and quantify the whole life costs and low carbon cost implications for the project taking into account the views of experts and project stakeholders 5 review the whole life costs and low carbon costs against the project criteria and energy goals and priorities 6 summarise and present clearly and accurately the whole life costs and low carbon costs 7 discuss the whole life costs and low carbon costs with stakeholders and select and agree the most viable options
COSCSMO08 Evaluate project whole life and low carbon costs 1 confirm energy goals and priorities for the project, both currently and in the future 2 confirm assumptions about cost elements, alternative designs, construction, services, financing and use options for the project stage with stakeholders 3 review and present the potential whole life costs and low carbon cost of the project from available design and development information 4 assess and quantify the whole life costs and low carbon cost implications for the project taking into account the views of experts and project stakeholders 5 review the whole life costs and low carbon costs against the project criteria and energy goals and priorities 6 summarise and present clearly and accurately the whole life costs and low carbon costs 7 discuss the whole life costs and low carbon costs with stakeholders and select and agree the most viable options
context
- COSCSMO08Evaluate project whole life and low carbon costs
  Evaluate project whole life and low carbon costs
  
  • Energy goals and priorities:
  
  ‐ energy sources and infrastructure
  
  ‐ energy consumption
  
  ‐ low carbon targets
  
  ‐ use of renewable resources
  
  ‐ use of non-renewable resources
  
  ‐ energy reduction programmes
  
  ‐ heat recovery and re-use energy efficient technologies
  
  ‐ energy efficient practices
  
  • Project Stage:
  
  ‐ Stage 0 (Strategy)
  
  ‐ Stage 1 (Brief)
  
  ‐ Stage 2 (Concept)
  
  ‐ Stage 3 (Definition)
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ financial advisers
  
  ‐ consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ potential investors
  
  ‐ partners in the development programme
  
  ‐ facilities/asset managers
  
  • Whole life costs and low carbon cost:
  
  ‐ energy sources and infrastructure
  
  ‐ design stage
  
  ‐ materials and components (including embodied energy)
  
  ‐ construction and installation
  
  ‐ energy use
  
  ‐ grey water usage
  
  ‐ operations/maintenance
  
  ‐ adaptation/demolition/decommissioning
  
  • Assess and quantify:
  
  ‐ cost benefit analysis
  
  ‐ whole life
  
  ‐ life cycle costing
  
  ‐ lifetime impact modelling
  
  ‐ in-use asset performance
  
  ‐ carbon accounting
  
  ‐ value management feasibility studies
  
  ‐ elemental cost planning
  
  ‐ risk management
  
  ‐ cost effective out-performance of statutory requirements
  
  ‐ decision tools for passive/active systems
  
  ‐ model costs of alternative designs
  
  • Present:
  
  ‐ orally
  
  ‐ in writing
  
  ‐ graphically
  
  ‐ electronically
  
  ‐ simulation
- COSCSMO08Assess and provide for the conservation of energy use
  Assess and provide for the conservation of energy use
  
  • Criteria:
  
  ‐ carbon dioxide emissions
  
  ‐ efficiency of construction
  
  ‐ efficiency of building services and installation
  
  ‐ u values
  
  ‐ continuity of insulation
  
  ‐ air leakage
  
  • Property and systems:
  
  ‐ new development
  
  ‐ existing development
  
  • Information:
  
  ‐ building type
  
  ‐ building size and capacity
  
  ‐ current energy usage
  
  ‐ building fabric
  
  ‐ building heating, lighting and ventilation
  
  • Gathered and recorded:
  
  ‐ design proposals
  
  ‐ measured survey
  
  ‐ condition survey
  
  ‐ energy measurement and assessment tools
specify what information, guidance and format that will be required by the people who will use the buildings, installations and systems
cosbimd34.1 specify what information, guidance and format that will be required by the people who will use the buildings, installations and systems
context
- cosbimd34.1Information and guidance:
  Information and guidance:
  
  • employer's information requirements (EIR)
  
  • as constructed information (models, drawings, documents, graphical and non-graphical digital data files)
  
  • schedules
  
  • specifications
  
  • contract records
  
  • photographs
  
  • trade literature
  
  • statutory consents
  
  • commissioning and test certificates
  
  • operating and maintenance instructions and performance ratings
  
  • guarantees
  
  • warranties
  
  • health and safety file
- cosbimd34.1Guidance - about:
  Guidance - about:
  
  • the design approach
  
  • construction and installation details
  
  • key references
  
  • statutory and other limitations on use
  
  • health and safety aspects
  
  • operating installations
  
  • maintenance guidance
  
  • sources of replacement materials, components and equipment
  
  • building management systems
  
  • building monitoring systems
  
  • spare parts
  
  • environmental and sustainability aspects including carbon use
  
  • future demolition and decommissioning
- cosbimd34.1Buildings, installations & systems:
  Buildings, installations & systems:
  
  • structure
  
  • materials
  
  • elements of the building fabric
  
  • finishes
  
  • furnishings
  
  • fittings
  
  • power and light
  
  • heating and ventilating
  
  • refrigeration and air-conditioning
  
  • telecommunications
  
  • movement of goods and people
  
  • special services and equipment
  
  • external works
  
  • landscaping
  
  • building energy management systems
  
  • plumbing
  
  • grey water systems
  
  • smart meters
- cosbimd34.1Information - produced by: consultants contractors sub-contractors suppliers and manufacturers
  Information - produced by:
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers and manufacturers
- cosbimd34.1Guidance material:
  Guidance material:
  
  • owners manuals
  
  • log books
  
  • maintenance schedules
  
  • information (models, documents, drawings, graphical and non-graphical digital data files)
provide valid evidence to support changes to the agreed criteria in cases where the design proposal or options do not meet all the requirements of the brief
cosbimb54.1 provide valid evidence to support changes to the agreed criteria in cases where the design proposal or options do not meet all the requirements of the brief
context
- cosbimb54.1Presentation methods:
  Presentation methods:
  
  • documentary
  
  • design quality benchmarking analysis
  
  • comparative studies with similar projects
  
  • illustrated oral presentations
  
  • computer modelled simulations
  
  • public exhibition
- cosbimb54.1 cosbimb54.2Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb54.1 cosbedmc02Presentation media:
  Presentation media:
  
  • sketches
  
  • drawings and projections
  
  • physical models
  
  • computer generated data
  
  • diagrams
  
  • mathematical modelling
  
  • photo-montage
  
  • mock-ups
  
  • written reports
  
  • simulation computer models
- cosbimb54.1Audience:
  Audience:
  
  • client
  
  • CDM coordinator
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in development programme
  
  • prospective occupiers
  
  • prospective users
  
  • community groups
  
  • regulatory authorities
  
  • public interest organisations
  
  • media
  
  • facilities/asset managers
- cosbimb54.1Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
Negotiate and progress the resolution of disputes 11 prepare documents about the dispute which have a clear rationale, and which include valid supporting information 12 keep regular contact with the parties involved in the dispute and investigate and propose options and processes for settling the dispute, which are likely to be acceptable to them 13 review reactions and proposals from opposite parties and recommend a response 14 ask questions to test the consistency and resilience of the opposite parties' position and to probe for possible movement 15 summarise and record points of agreement and disagreement 16 recommend acceptance of offers which are judged to be the best available 17 draft formal acceptance letters accurately and in a suitable style, and send them promptly to all parties 18 suggest realistic options and processes for settling the dispute when offers are not acceptable and assess the advantages and disadvantages of each alternative
COSCSMO17 Negotiate and progress the resolution of disputes 11 prepare documents about the dispute which have a clear rationale, and which include valid supporting information 12 keep regular contact with the parties involved in the dispute and investigate and propose options and processes for settling the dispute, which are likely to be acceptable to them 13 review reactions and proposals from opposite parties and recommend a response 14 ask questions to test the consistency and resilience of the opposite parties' position and to probe for possible movement 15 summarise and record points of agreement and disagreement 16 recommend acceptance of offers which are judged to be the best available 17 draft formal acceptance letters accurately and in a suitable style, and send them promptly to all parties 18 suggest realistic options and processes for settling the dispute when offers are not acceptable and assess the advantages and disadvantages of each alternative
context
- COSCSMO17Evaluate potential implications for the resolution of disputes
  Evaluate potential implications for the resolution of disputes
  
  • Dispute - types:
  
  ‐ land
  
  ‐ property
  
  ‐ construction
  
  ‐ contracts
  
  ‐ agreements
  
  ‐ third party claims
  
  • Information which is relevant to the dispute:
  
  ‐ contract documents
  
  ‐ correspondence
  
  ‐ instructions
  
  ‐ contract records
  
  ‐ technical reports
  
  ‐ witness testimony
  
  ‐ other evidential material
  
  ‐ expert opinion
  
  • Expertise and support in:
  
  ‐ legal
  
  ‐ technical
  
  ‐ financial
  
  • Options and processes for settling the dispute:
  
  ‐ re-negotiation
  
  ‐ negotiations at higher levels of authority
  
  ‐ mediation, adjudication and arbitration
  
  ‐ formal dispute resolution
  
  ‐ legal action
- COSCSMO17Negotiate and progress the resolution of disputes
  Negotiate and progress the resolution of disputes
  
  • Dispute - types:
  
  ‐ land
  
  ‐ property
  
  ‐ construction
  
  ‐ contracts
  
  ‐ agreements
  
  ‐ third party claims
  
  • Options and processes for settling the dispute:
  
  ‐ re-negotiation
  
  ‐ negotiations at higher levels of authority
  
  ‐ mediation, adjudication and arbitration
  
  ‐ formal dispute resolution
  
  ‐ legal action
  
  • Reactions and proposals:
  
  ‐ positive
  
  ‐ negative
  
  • Responses:
  
  ‐ accepting
  
  ‐ rejecting
  
  ‐ clarifying
  
  ‐ providing additional information
Evaluate potential implications for the resolution of disputes 1 evaluate all the information which is relevant to the dispute, identify information which will support the case and summarise and justify it in a reasoned argument 2 assess the strengths and weaknesses of the case and make a judgement about the potential outcomes 3 identify what expertise and support will be needed at different stages of the dispute 4 consult with experts, and provide them with a clear, valid and accurate summary, in cases where expert interpretation and judgement is required 5 assess the arguments and the advice received from experts, produce justifiable conclusions and recommendations for further action and pass these to the parties involved in the dispute 6 assess the implications of proceeding with the case 7 identify potential options for settling the dispute which are based on relevant information and accurate assessments 8 identify potential responses to the options for settling the dispute and assess the risk involved 9 recommend a process for settling the dispute which is likely to be most acceptable to all the parties involved and which meets legal requirements 10 specify, clearly, the process for settling the dispute which has been agreed and prepare written terms and conditions
COSCSMO17 Evaluate potential implications for the resolution of disputes 1 evaluate all the information which is relevant to the dispute, identify information which will support the case and summarise and justify it in a reasoned argument 2 assess the strengths and weaknesses of the case and make a judgement about the potential outcomes 3 identify what expertise and support will be needed at different stages of the dispute 4 consult with experts, and provide them with a clear, valid and accurate summary, in cases where expert interpretation and judgement is required 5 assess the arguments and the advice received from experts, produce justifiable conclusions and recommendations for further action and pass these to the parties involved in the dispute 6 assess the implications of proceeding with the case 7 identify potential options for settling the dispute which are based on relevant information and accurate assessments 8 identify potential responses to the options for settling the dispute and assess the risk involved 9 recommend a process for settling the dispute which is likely to be most acceptable to all the parties involved and which meets legal requirements 10 specify, clearly, the process for settling the dispute which has been agreed and prepare written terms and conditions
context
- COSCSMO17Evaluate potential implications for the resolution of disputes
  Evaluate potential implications for the resolution of disputes
  
  • Dispute - types:
  
  ‐ land
  
  ‐ property
  
  ‐ construction
  
  ‐ contracts
  
  ‐ agreements
  
  ‐ third party claims
  
  • Information which is relevant to the dispute:
  
  ‐ contract documents
  
  ‐ correspondence
  
  ‐ instructions
  
  ‐ contract records
  
  ‐ technical reports
  
  ‐ witness testimony
  
  ‐ other evidential material
  
  ‐ expert opinion
  
  • Expertise and support in:
  
  ‐ legal
  
  ‐ technical
  
  ‐ financial
  
  • Options and processes for settling the dispute:
  
  ‐ re-negotiation
  
  ‐ negotiations at higher levels of authority
  
  ‐ mediation, adjudication and arbitration
  
  ‐ formal dispute resolution
  
  ‐ legal action
- COSCSMO17Negotiate and progress the resolution of disputes
  Negotiate and progress the resolution of disputes
  
  • Dispute - types:
  
  ‐ land
  
  ‐ property
  
  ‐ construction
  
  ‐ contracts
  
  ‐ agreements
  
  ‐ third party claims
  
  • Options and processes for settling the dispute:
  
  ‐ re-negotiation
  
  ‐ negotiations at higher levels of authority
  
  ‐ mediation, adjudication and arbitration
  
  ‐ formal dispute resolution
  
  ‐ legal action
  
  • Reactions and proposals:
  
  ‐ positive
  
  ‐ negative
  
  • Responses:
  
  ‐ accepting
  
  ‐ rejecting
  
  ‐ clarifying
  
  ‐ providing additional information
Resolve complex indeterminate situations 7 identify where complex indeterminate situations exist, estimate their effects realistically and summarise the issues for the organisation 8 assess the validity and completeness of the information available and identify any significant gaps 9 specify and obtain sufficient additional information to cover any gaps and to provide a valid starting point for the analysis of the situation 10 analyse information and draw valid and justifiable conclusions 11 apply decision making techniques which increase the reliability of the conclusions 12 reflect on the conclusions and interpret them into detailed issues that enable known opportunities and solutions to be identified and utilised for establishing policy
COSCSMO03 Resolve complex indeterminate situations 7 identify where complex indeterminate situations exist, estimate their effects realistically and summarise the issues for the organisation 8 assess the validity and completeness of the information available and identify any significant gaps 9 specify and obtain sufficient additional information to cover any gaps and to provide a valid starting point for the analysis of the situation 10 analyse information and draw valid and justifiable conclusions 11 apply decision making techniques which increase the reliability of the conclusions 12 reflect on the conclusions and interpret them into detailed issues that enable known opportunities and solutions to be identified and utilised for establishing policy
context
- COSCSMO03Exchange information and present advice on technical issues
  Exchange information and present advice on technical issues
  
  • Purpose:
  
  ‐ sharing experience
  
  ‐ issuing instructions
  
  ‐ making judgements
  
  ‐ increasing understanding
  
  ‐ implementing a solution
  
  ‐ dealing with confrontation
  
  ‐ negotiation
  
  • Present:
  
  ‐ orally
  
  ‐ in writing
  
  ‐ graphically
  
  ‐ electronically
  
  • Technical recommendations and judgements include:
  
  ‐ realistic estimates of the implications of other options which have been considered
  
  ‐ clear descriptions of the information sources consulted
  
  ‐ the analysis techniques applied
  
  ‐ the criteria used for making evaluations and reaching justifiable conclusions
  
  • People receiving information and advice:
  
  ‐ peers and other related occupations
  
  ‐ clients and customers
  
  ‐ technical and non-technical team members
  
  ‐ craftspeople and operatives
  
  ‐ senior and junior colleagues
  
  ‐ members of the public
  
  ‐ people with individual needs
- COSCSMO03Resolve complex indeterminate situations
  Resolve complex indeterminate situations
  
  • Information:
  
  ‐ project information
  
  ‐ own experience and practice
  
  ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
  
  ‐ published research
  
  ‐ other colleagues and specialists
  
  ‐ continuing professional development
  
  • Reflect:
  
  ‐ comparison between previous cases and the current situation
  
  ‐ the outcomes required
  
  ‐ known and anticipated limitations and opportunities
- COSCSMO03Practice within an ethical framework
  Practice within an ethical framework
  
  • Conflicts of interest:
  
  ‐ actions which may mislead other individuals
  
  ‐ offers which involve the financial interest of the practitioner
  
  ‐ giving unfair advantage to the practitioner's family or friends
  
  ‐ as defined by legislation
  
  • Ethical standards and recognised good practice:
  
  ‐ personal beliefs
  
  ‐ mandatory ethical codes of practice within the occupation, discipline or organisation
  
  ‐ national and international statute law
  
  ‐ national and international voluntary codes of practice and guidance
  
  • Systems:
  
  ‐ organisational policies
  
  ‐ indemnity insurance
  
  ‐ guarantees
  
  ‐ contract conditions
  
  ‐ bonds
work safely at all times, complying with health and safety and other relevant regulations and guidelines follow the relevant maintenance schedules to carry out the required work carry out the maintenance activities within the limits of your personal authority carry out the maintenance activities in the specified sequence and in an agreed timescale report any instances where the maintenance activities cannot be fully met or where there are identified defects outside the planned schedule complete relevant maintenance records accurately and pass them on to the appropriate person dispose of waste materials in accordance with safe working practices and approved procedures
cospi27 work safely at all times, complying with health and safety and other relevant regulations and guidelines follow the relevant maintenance schedules to carry out the required work carry out the maintenance activities within the limits of your personal authority carry out the maintenance activities in the specified sequence and in an agreed timescale report any instances where the maintenance activities cannot be fully met or where there are identified defects outside the planned schedule complete relevant maintenance records accurately and pass them on to the appropriate person dispose of waste materials in accordance with safe working practices and approved procedures
context
- cospi27Level and extent of responsibility for this standard, responsibility extends to carrying out basic maintenance tasks as directed by your supervisor/authorised person
  Level and extent of responsibility for this standard, responsibility extends to carrying out basic maintenance tasks as directed by your supervisor/authorised person
  
  • Assets or equipment to be maintained the plant installations and their associated systems are those typically used in the construction and plant hire industries and could include goods hoists; passenger hoists; transport platforms; tower cranes; mobile cranes; mobile plant; static plant
  
  • Types of maintenance procedures and activities the servicing and maintenance procedures and activities that would be undertaken under operational conditions on construction sites, clients/hirers premises typical basic maintenance activities could include replenishment of lubricants; easily replaced components; lubrication of parts and components, wire ropes etc; cleaning parts and components; securing fastenings, e.g. nuts, bolts, pins, linkages; replacing fastenings, nuts, bolts, pins, etc; carrying out minor adjustments disposing of waste materials and substances in accordance with manufacturers specifications and organisational procedures and instructions
  
  • Quality standards and accuracy to be achieved in accordance with manufacturers specifications and organisational instructions and procedures
provide technical information in the guidance which helps the client and users to identify limitations and to operate and maintain equipment, systems and services efficiently and without risk to health and safety
cosbimd34.1 provide technical information in the guidance which helps the client and users to identify limitations and to operate and maintain equipment, systems and services efficiently and without risk to health and safety
context
- cosbimd34.1Information and guidance:
  Information and guidance:
  
  • employer's information requirements (EIR)
  
  • as constructed information (models, drawings, documents, graphical and non-graphical digital data files)
  
  • schedules
  
  • specifications
  
  • contract records
  
  • photographs
  
  • trade literature
  
  • statutory consents
  
  • commissioning and test certificates
  
  • operating and maintenance instructions and performance ratings
  
  • guarantees
  
  • warranties
  
  • health and safety file
- cosbimd34.1Guidance - about:
  Guidance - about:
  
  • the design approach
  
  • construction and installation details
  
  • key references
  
  • statutory and other limitations on use
  
  • health and safety aspects
  
  • operating installations
  
  • maintenance guidance
  
  • sources of replacement materials, components and equipment
  
  • building management systems
  
  • building monitoring systems
  
  • spare parts
  
  • environmental and sustainability aspects including carbon use
  
  • future demolition and decommissioning
- cosbimd34.1Buildings, installations & systems:
  Buildings, installations & systems:
  
  • structure
  
  • materials
  
  • elements of the building fabric
  
  • finishes
  
  • furnishings
  
  • fittings
  
  • power and light
  
  • heating and ventilating
  
  • refrigeration and air-conditioning
  
  • telecommunications
  
  • movement of goods and people
  
  • special services and equipment
  
  • external works
  
  • landscaping
  
  • building energy management systems
  
  • plumbing
  
  • grey water systems
  
  • smart meters
- cosbimd34.1Information - produced by: consultants contractors sub-contractors suppliers and manufacturers
  Information - produced by:
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers and manufacturers
- cosbimd34.1Guidance material:
  Guidance material:
  
  • owners manuals
  
  • log books
  
  • maintenance schedules
  
  • information (models, documents, drawings, graphical and non-graphical digital data files)
produce guidance material on operation and maintenance which is logically structured, in a durable format and capable of interpretation by an informed lay user
cosbimd34.1 produce guidance material on operation and maintenance which is logically structured, in a durable format and capable of interpretation by an informed lay user
context
- cosbimd34.1Information and guidance:
  Information and guidance:
  
  • employer's information requirements (EIR)
  
  • as constructed information (models, drawings, documents, graphical and non-graphical digital data files)
  
  • schedules
  
  • specifications
  
  • contract records
  
  • photographs
  
  • trade literature
  
  • statutory consents
  
  • commissioning and test certificates
  
  • operating and maintenance instructions and performance ratings
  
  • guarantees
  
  • warranties
  
  • health and safety file
- cosbimd34.1Guidance - about:
  Guidance - about:
  
  • the design approach
  
  • construction and installation details
  
  • key references
  
  • statutory and other limitations on use
  
  • health and safety aspects
  
  • operating installations
  
  • maintenance guidance
  
  • sources of replacement materials, components and equipment
  
  • building management systems
  
  • building monitoring systems
  
  • spare parts
  
  • environmental and sustainability aspects including carbon use
  
  • future demolition and decommissioning
- cosbimd34.1Buildings, installations & systems:
  Buildings, installations & systems:
  
  • structure
  
  • materials
  
  • elements of the building fabric
  
  • finishes
  
  • furnishings
  
  • fittings
  
  • power and light
  
  • heating and ventilating
  
  • refrigeration and air-conditioning
  
  • telecommunications
  
  • movement of goods and people
  
  • special services and equipment
  
  • external works
  
  • landscaping
  
  • building energy management systems
  
  • plumbing
  
  • grey water systems
  
  • smart meters
- cosbimd34.1Information - produced by: consultants contractors sub-contractors suppliers and manufacturers
  Information - produced by:
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers and manufacturers
- cosbimd34.1Guidance material:
  Guidance material:
  
  • owners manuals
  
  • log books
  
  • maintenance schedules
  
  • information (models, documents, drawings, graphical and non-graphical digital data files)
identify relevant technical and environmental characteristics which are likely to influence design solutions for the project stage stage, assess their significance and prioritise them characteristics which are likely to influence production and installation solutions, assess their significance and prioritise them
cosbimb52.2 identify relevant technical and environmental characteristics which are likely to influence design solutions for the project stage stage, assess their significance and prioritise them characteristics which are likely to influence production and installation solutions, assess their significance and prioritise them
context
- cosbimb52.2Identify
  Identify
  
  • standard lists and procedures
  
  • investigative research
  
  • surveys and assessments of existing buildings
- cosbimb52.2 cosbimb51 cosbimb54.2Technical characteristics:
  Technical characteristics:
  
  • structural forms
  
  • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
  
  • available and projected technology (including renewable energy)
  
  • prefabricated components and system options
  
  • performance, quality, operation and maintenance requirements
  
  • building physics (energy performance of structures, insulation, fire protection)
  
  • materials form, performance, appearance, availability, sustainability, efficiency of use
  
  • building services integration and control
- cosbimb52.2Environmental characteristics: local ecology hydrology (tides and currents and flood risk water use exposure/shelter/shading heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows) thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness) daylight and illumination acoustics energy & natural resource use and management interaction of users and buildings, carbon (embodied and in-use) and carbon rating resource/waste management pollution risk and reduction of emissions and waste
  Environmental characteristics:
  
  • local ecology
  
  • hydrology (tides and currents and flood risk
  
  • water use
  
  • exposure/shelter/shading
  
  • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
  
  • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
  
  • daylight and illumination
  
  • acoustics
  
  • energy & natural resource use and management
  
  • interaction of users and buildings,
  
  • carbon (embodied and in-use) and carbon rating
  
  • resource/waste management
  
  • pollution risk and reduction of emissions and waste
- cosbimb52.2Project Stages: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stages:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb52.2Interactions between different characteristics:
  Interactions between different characteristics:
  
  • orientation
  
  • effects of location, shelter and shading
  
  • building form and structure - new and existing
  
  • properties of construction fabric
  
  • thermal bridging and air leakage
  
  • building services engineering
  
  • hygro-thermal performance (transportation of heat, air and moisture through the building envelope)
  
  • thermal transmittance, thermal bypasses, sequencing of construction processes, location and continuity of insulation
  
  • passive design and new active technology/ products/innovations
  
  • new and renewable energy systems
  
  • electromagnetic compatibility
  
  • embedded energy
- cosbimb52.2Design parameters client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb52.2 cosbimb51Present:
  Present:
  
  • sketches
  
  • drawings
  
  • physical models
  
  • electronically
  
  • diagrams
  
  • mathematical modelling
  
  • photomontage
  
  • mock-ups
  
  • written reports
  
  • cost estimates
  
  • orally
  
  • aurally
  
  • Building Information Modelling
use methods for production and record keeping which are consistent with quality assurance procedures
cosbimb61.2 cosbimb61.1 use methods for production and record keeping which are consistent with quality assurance procedures
context
- cosbimb61.2Schedules:
  Schedules:
  
  • schedules of rates
  
  • schedules of works materials, building elements and components, finishes
  
  • Health and Safety Plan
- cosbimb61.2Purpose:
  Purpose:
  
  • obtaining consents
  
  • quantities, measurements and criteria
  
  • procurement
  
  • contract
  
  • production
  
  • factory manufacture
  
  • site installation
  
  • sub-contract & specialist details
  
  • record payments
  
  • presentation
- cosbimb61.2Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission) Stage 6 (Handover and Closeout)
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosbimb61.2Methods and media: manual electronic
  Methods and media:
  
  • manual
  
  • electronic
- cosbimb61.2Checks and approvals cover:
  Checks and approvals cover:
  
  • format
  
  • presentation
  
  • accuracy (including balancing checks)
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents and information
  
  • spelling, grammar and punctuation
  
  • status
  
  • co-ordination
  
  • non-duplication
  
  • validation of measurements
  
  • revision control
- cosbimb61.2Register and records:
  Register and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
obtain necessary checks and approvals for the content and presentation of schedules
cosbimb61.2 obtain necessary checks and approvals for the content and presentation of schedules
context
- cosbimb61.2Schedules:
  Schedules:
  
  • schedules of rates
  
  • schedules of works materials, building elements and components, finishes
  
  • Health and Safety Plan
- cosbimb61.2Purpose:
  Purpose:
  
  • obtaining consents
  
  • quantities, measurements and criteria
  
  • procurement
  
  • contract
  
  • production
  
  • factory manufacture
  
  • site installation
  
  • sub-contract & specialist details
  
  • record payments
  
  • presentation
- cosbimb61.2Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission) Stage 6 (Handover and Closeout)
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosbimb61.2Methods and media: manual electronic
  Methods and media:
  
  • manual
  
  • electronic
- cosbimb61.2Checks and approvals cover:
  Checks and approvals cover:
  
  • format
  
  • presentation
  
  • accuracy (including balancing checks)
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents and information
  
  • spelling, grammar and punctuation
  
  • status
  
  • co-ordination
  
  • non-duplication
  
  • validation of measurements
  
  • revision control
- cosbimb61.2Register and records:
  Register and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
keep registers and records which are complete, accurate and up-to-date
cosbimb61.2 keep registers and records which are complete, accurate and up-to-date
context
- cosbimb61.2Schedules:
  Schedules:
  
  • schedules of rates
  
  • schedules of works materials, building elements and components, finishes
  
  • Health and Safety Plan
- cosbimb61.2Purpose:
  Purpose:
  
  • obtaining consents
  
  • quantities, measurements and criteria
  
  • procurement
  
  • contract
  
  • production
  
  • factory manufacture
  
  • site installation
  
  • sub-contract & specialist details
  
  • record payments
  
  • presentation
- cosbimb61.2Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission) Stage 6 (Handover and Closeout)
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosbimb61.2Methods and media: manual electronic
  Methods and media:
  
  • manual
  
  • electronic
- cosbimb61.2Checks and approvals cover:
  Checks and approvals cover:
  
  • format
  
  • presentation
  
  • accuracy (including balancing checks)
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents and information
  
  • spelling, grammar and punctuation
  
  • status
  
  • co-ordination
  
  • non-duplication
  
  • validation of measurements
  
  • revision control
- cosbimb61.2Register and records:
  Register and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
calculate quantities and prepare descriptions which are an accurate reflection of changes, clarifications and corrections to the source information and documents and the brief
cosbimb61.2 calculate quantities and prepare descriptions which are an accurate reflection of changes, clarifications and corrections to the source information and documents and the brief
context
- cosbimb61.2Schedules:
  Schedules:
  
  • schedules of rates
  
  • schedules of works materials, building elements and components, finishes
  
  • Health and Safety Plan
- cosbimb61.2Purpose:
  Purpose:
  
  • obtaining consents
  
  • quantities, measurements and criteria
  
  • procurement
  
  • contract
  
  • production
  
  • factory manufacture
  
  • site installation
  
  • sub-contract & specialist details
  
  • record payments
  
  • presentation
- cosbimb61.2Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission) Stage 6 (Handover and Closeout)
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosbimb61.2Methods and media: manual electronic
  Methods and media:
  
  • manual
  
  • electronic
- cosbimb61.2Checks and approvals cover:
  Checks and approvals cover:
  
  • format
  
  • presentation
  
  • accuracy (including balancing checks)
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents and information
  
  • spelling, grammar and punctuation
  
  • status
  
  • co-ordination
  
  • non-duplication
  
  • validation of measurements
  
  • revision control
- cosbimb61.2Register and records:
  Register and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
clarify any information to be included which is incomplete and inconsistent and making accurate amendments
cosbimb61.2 clarify any information to be included which is incomplete and inconsistent and making accurate amendments
context
- cosbimb61.2Schedules:
  Schedules:
  
  • schedules of rates
  
  • schedules of works materials, building elements and components, finishes
  
  • Health and Safety Plan
- cosbimb61.2Purpose:
  Purpose:
  
  • obtaining consents
  
  • quantities, measurements and criteria
  
  • procurement
  
  • contract
  
  • production
  
  • factory manufacture
  
  • site installation
  
  • sub-contract & specialist details
  
  • record payments
  
  • presentation
- cosbimb61.2Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission) Stage 6 (Handover and Closeout)
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosbimb61.2Methods and media: manual electronic
  Methods and media:
  
  • manual
  
  • electronic
- cosbimb61.2Checks and approvals cover:
  Checks and approvals cover:
  
  • format
  
  • presentation
  
  • accuracy (including balancing checks)
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents and information
  
  • spelling, grammar and punctuation
  
  • status
  
  • co-ordination
  
  • non-duplication
  
  • validation of measurements
  
  • revision control
- cosbimb61.2Register and records:
  Register and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
check and confirm that the data is complete and reference the data, correctly, to the specification, other design information and documents, manufacturers' references and other appropriate standards
cosbimb61.2 check and confirm that the data is complete and reference the data, correctly, to the specification, other design information and documents, manufacturers' references and other appropriate standards
context
- cosbimb61.2Schedules:
  Schedules:
  
  • schedules of rates
  
  • schedules of works materials, building elements and components, finishes
  
  • Health and Safety Plan
- cosbimb61.2Purpose:
  Purpose:
  
  • obtaining consents
  
  • quantities, measurements and criteria
  
  • procurement
  
  • contract
  
  • production
  
  • factory manufacture
  
  • site installation
  
  • sub-contract & specialist details
  
  • record payments
  
  • presentation
- cosbimb61.2Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission) Stage 6 (Handover and Closeout)
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosbimb61.2Methods and media: manual electronic
  Methods and media:
  
  • manual
  
  • electronic
- cosbimb61.2Checks and approvals cover:
  Checks and approvals cover:
  
  • format
  
  • presentation
  
  • accuracy (including balancing checks)
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents and information
  
  • spelling, grammar and punctuation
  
  • status
  
  • co-ordination
  
  • non-duplication
  
  • validation of measurements
  
  • revision control
- cosbimb61.2Register and records:
  Register and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
select methods and media which are suitable for the schedules required, and which can be produced with the resources and time available
cosbimb61.2 select methods and media which are suitable for the schedules required, and which can be produced with the resources and time available
context
- cosbimb61.2Schedules:
  Schedules:
  
  • schedules of rates
  
  • schedules of works materials, building elements and components, finishes
  
  • Health and Safety Plan
- cosbimb61.2Purpose:
  Purpose:
  
  • obtaining consents
  
  • quantities, measurements and criteria
  
  • procurement
  
  • contract
  
  • production
  
  • factory manufacture
  
  • site installation
  
  • sub-contract & specialist details
  
  • record payments
  
  • presentation
- cosbimb61.2Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission) Stage 6 (Handover and Closeout)
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosbimb61.2Methods and media: manual electronic
  Methods and media:
  
  • manual
  
  • electronic
- cosbimb61.2Checks and approvals cover:
  Checks and approvals cover:
  
  • format
  
  • presentation
  
  • accuracy (including balancing checks)
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents and information
  
  • spelling, grammar and punctuation
  
  • status
  
  • co-ordination
  
  • non-duplication
  
  • validation of measurements
  
  • revision control
- cosbimb61.2Register and records:
  Register and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
prepare schedules which meet the requirements of the production and installation process, the method of measurement used and are suitable for purpose and the project stage
cosbimb61.2 prepare schedules which meet the requirements of the production and installation process, the method of measurement used and are suitable for purpose and the project stage
context
- cosbimb61.2Schedules:
  Schedules:
  
  • schedules of rates
  
  • schedules of works materials, building elements and components, finishes
  
  • Health and Safety Plan
- cosbimb61.2Purpose:
  Purpose:
  
  • obtaining consents
  
  • quantities, measurements and criteria
  
  • procurement
  
  • contract
  
  • production
  
  • factory manufacture
  
  • site installation
  
  • sub-contract & specialist details
  
  • record payments
  
  • presentation
- cosbimb61.2Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission) Stage 6 (Handover and Closeout)
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosbimb61.2Methods and media: manual electronic
  Methods and media:
  
  • manual
  
  • electronic
- cosbimb61.2Checks and approvals cover:
  Checks and approvals cover:
  
  • format
  
  • presentation
  
  • accuracy (including balancing checks)
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents and information
  
  • spelling, grammar and punctuation
  
  • status
  
  • co-ordination
  
  • non-duplication
  
  • validation of measurements
  
  • revision control
- cosbimb61.2Register and records:
  Register and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
work safely at all times, complying with health and safety and other relevant regulations and guidelines establish and where appropriate mark component for re-assembly ensure that any stored energy or substances are released safely and correctly make all isolations and disconnections to the equipment in line with approved procedures carry out the dismantling to the agreed level using correct tools and techniques store components for reuse in approved locations dispose of unwanted components and substances in accordance with approved procedures deal promptly and effectively with problems within your control and report those that cannot be solved
cospi26 work safely at all times, complying with health and safety and other relevant regulations and guidelines establish and where appropriate mark component for re-assembly ensure that any stored energy or substances are released safely and correctly make all isolations and disconnections to the equipment in line with approved procedures carry out the dismantling to the agreed level using correct tools and techniques store components for reuse in approved locations dispose of unwanted components and substances in accordance with approved procedures deal promptly and effectively with problems within your control and report those that cannot be solved
context
- cospi26Level and extent of responsibility for this standard the candidates responsibility is limited to working within detailed specifications and following clearly defined procedures. In some cases the candidate will still be expected to refer to others (e.g. chargehand, supervisor) for final authorisation
  Level and extent of responsibility for this standard the candidates responsibility is limited to working within detailed specifications and following clearly defined procedures. In some cases the candidate will still be expected to refer to others (e.g. chargehand, supervisor) for final authorisation
  
  • Types of assets to be dismantled associated with plant installations used in the construction and allied industries and plant hire industries; typical examples could include: goods hoists; passenger hoists; transport platforms; tower cranes; mobile cranes; mobile plant; static plant
  
  • Dismantling methods and techniques to be used typical methods and techniques could include manual handling, use of lifting aids and accessories, use of hand and powered tools safe systems of work for the dismantling of the installation removal and storage of assemblies, sub-assemblies, parts and components, and ancillary equipment
  
  • Types of disconnections to be made disconnections could include power supply; retaining devices (nuts, bolts, pins, clips); linkages; wire ropes; controls; levers; plug in devices; ties; anchors; supports; mast sections; cable and associated connections; pipework; safety devices
  
  • Complexity of dismantling to be carried out there will be a significant number of parts and components to be dismantled and some securing points and connections may be difficult to access and could be complex to achieve, depending on the specific installation, typical examples could include site conditions; hirers/clients premises; confined spaces; working at height; working below ground
identify potential issues posed by new technologies and their impact on the design solution and make arrangements for any necessary guidance, training and co-ordination of those responsible for implementing the work
cosbedmc03 cosbimb55.4 identify potential issues posed by new technologies and their impact on the design solution and make arrangements for any necessary guidance, training and co-ordination of those responsible for implementing the work
context
- cosbedmc03Identify the purpose, methods and techniques for preparing detailed designs
  Identify the purpose, methods and techniques for preparing detailed designs
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ regulatory authorities
  
  ‐ facilities/asset managers
  
  ‐ users
  
  • Project Stage:
  
  ‐ Stage 4 (Design)
  
  ‐ Stage 5 (Build and Commission)
  
  • Format for presenting:
  
  ‐ in writing
  
  ‐ graphically
  
  ‐ electronically
  
  • Aspects of the overall project design:
  
  ‐ location and size
  
  ‐ assembly and construction
  
  ‐ components and systems
  
  ‐ environmental assessment objectives
  
  • Maintain coherence and consistency:
  
  ‐ visual and spatial
  
  ‐ functional performance
  
  ‐ technical performance
  
  ‐ operation and maintenance
  
  ‐ requirements of relevant legislation and codes
  
  ‐ cost
  
  ‐ health and safety
  
  ‐ environmental quality and sustainability
  
  ‐ buildability/disassembly
- cosbedmc03value management
  value management
  
  • concurrent design and construction
  
  • comparison of costs of new and renewable energy systems in buildings
  
  • building services system controls
  
  • minimise thermal bridging and air leakage
  
  • minimize emissions and waste
  
  • water usage
  
  • energy use (U Value Calculations, Building Energy Assessment,
- cosbedmc03Carbon Rating)
  Carbon Rating)
  
  • protect archaeological and historically valuable resources
  
  ‐ carbon footprint
  
  ‐ risk/confidence in information
  
  • Techniques:
  
  ‐ data research
  
  ‐ survey and investigation
  
  ‐ conformity with regulations
  
  ‐ specialist guidance and good practice
  
  ‐ relevant previous solutions and feedback
  
  ‐ computer modelling
  
  ‐ calculation
  
  ‐ Building Information Modelling
- cosbedmc03Identify and select materials, components and systems
  Identify and select materials, components and systems
  
  • Technical factors:
  
  ‐ structural forms
  
  ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
  
  ‐ available and projected technology (including renewable energy)
  
  ‐ prefabricated components and system options
  
  ‐ performance, quality, operation and maintenance requirements
  
  ‐ building physics (energy performance of structures, insulation, fire protection)
  
  ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
  
  ‐ building services integration and control
- cosbedmc03Environmental factors:
  Environmental factors:
  
  • local ecology
  
  • hydrology (tides and currents and flood risk
  
  • water use
  
  • exposure/shelter/shading
  
  • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
  
  • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
  
  • daylight and illumination
  
  • acoustics
  
  • energy; natural resource use and management
  
  • interaction of users and buildings,
  
  • carbon (embodied and in-use) and carbon rating
  
  • resource/waste management
  
  • pollution risk and reduction of emissions and waste
- cosbedmc03Production and installation factors:
  Production and installation factors:
  
  • construction requirements and compatibility with site constraints
  
  • adaptation of existing structural elements
  
  • practicality, buildability and disassembly
  
  • standardisation and component co-ordination
  
  • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
  
  • expertise including experienced crafts people
  
  • fit and tolerances
  
  • production resources availability and performance (plant/equipment/people/skills)
  
  • materials, components and systems availability and capability
  
  • strategies to address interface issues on and off-site
  
  • access/transportation/traffic management
  
  • health and safety
  
  • system commissioning
  
  • operation and maintenance information
- cosbedmc03Standards:
  Standards:
  
  • British Standards and Codes of Practice
  
  • BBA certificates
  
  • EU Standards
  
  • trade advisory guidance publications
  
  • BRE publications
  
  • CIRIA publications
  
  • client standards
  
  • environmental assessment/certification schemes
- cosbedmc03Design parameters:
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
- cosbedmc03Investigate, produce and analyse detailed design solutions
  Investigate, produce and analyse detailed design solutions
  
  • Identify:
  
  ‐ standard lists and procedures
  
  ‐ investigative research
  
  • Technical factors:
  
  ‐ structural forms
  
  ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
  
  ‐ available and projected technology (including renewable energy)
  
  ‐ prefabricated components and system options
  
  ‐ performance, quality, operation and maintenance requirements
  
  ‐ building physics (energy performance of structures, insulation, fire protection)
  
  ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
  
  ‐ building services integration and control
- cosbedmc03Environmental factors:
  Environmental factors:
  
  • local ecology
  
  • hydrology (tides and currents and flood risk
  
  • water use
  
  • exposure/shelter/shading
  
  • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
  
  • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
  
  • daylight and illumination
  
  • acoustics
  
  • energy; natural resource use and management
  
  • interaction of users and buildings,
  
  • carbon (embodied and in-use) and carbon rating
  
  • resource/waste management
  
  • pollution risk and reduction of emissions and waste
- cosbedmc03Production and installation:
  Production and installation:
  
  • construction requirements and compatibility with site constraints
  
  • adaptation of existing structural elements
  
  • practicality, buildability and disassembly
  
  • standardisation and component co-ordination
  
  • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
  
  • expertise including experienced crafts people
  
  • fit and tolerances
  
  • production resources availability and performance (plant/equipment/people/skills)
  
  • materials, components and systems availability and capability
  
  • strategies to address interface issues on and off-site
  
  • access/transportation/traffic management
  
  • health and safety
  
  • system commissioning
  
  • operation and maintenance information
- cosbedmc03Design parameters:
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management)
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
- cosbedmc03Integrate the design of fabric, services and systems
  Integrate the design of fabric, services and systems
  
  • Review:
  
  ‐ with co-designers, suppliers, contractors
  
  ‐ with experts, decision makers
  
  ‐ research authoritative industry guidance
  
  ‐ reference to regulatory requirements
  
  • Design information:
  
  ‐ survey information
  
  ‐ location details
  
  ‐ construction assembly details
  
  ‐ construction component details
- cosbedmc03structural layouts; details
  structural layouts; details
  
  • building services layouts; details
  
  • specialist suppliers layouts; details
  
  • graphical and non-graphical electronic data files
- cosbedmc03Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbedmc03Fabric, services and systems: structure elements of the building materials finishes furnishings power and light heating and ventilation telecommunications movement of goods and people special services and equipment external works landscaping
  Fabric, services and systems:
  
  • structure
  
  • elements of the building
  
  • materials
  
  • finishes
  
  • furnishings
  
  • power and light
  
  • heating and ventilation
  
  • telecommunications
  
  • movement of goods and people
  
  • special services and equipment
  
  • external works
  
  • landscaping
- cosbedmc03Technical factors: structural forms materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability) available and projected technology (including renewable energy) prefabricated components and system options performance, quality, operation and maintenance requirements building physics (energy performance of structures, insulation, fire protection) materials form, performance, appearance, availability, sustainability, efficiency of use building services integration and control
  Technical factors:
  
  • structural forms
  
  • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
  
  • available and projected technology (including renewable energy)
  
  • prefabricated components and system options
  
  • performance, quality, operation and maintenance requirements
  
  • building physics (energy performance of structures, insulation, fire protection)
  
  • materials form, performance, appearance, availability, sustainability, efficiency of use
  
  • building services integration and control
- cosbedmc03Agree a detailed design
  Agree a detailed design
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ the clients financial advisers
  
  ‐ consultants
  
  ‐ potential contractors and suppliers
  
  ‐ potential investors
  
  ‐ partners in the development programme
  
  ‐ potential occupiers
  
  ‐ public interest organisations
  
  ‐ local authorities
- cosbedmc03government agencies
  government agencies
  
  • internal
  
  • facilty/asset managers
- cosbedmc03Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stage:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbedmc03Justify (by using):
  Justify (by using):
  
  • sketches
  
  • drawings
  
  • physical models
  
  • diagrams
  
  • mathematical modelling
  
  • photo-montage
  
  • mock-ups
  
  • written reports
  
  • cost estimates
  
  • programming
  
  • cash analysis
  
  • outline approvals from regulatory authorities
  
  • design quality benchmarking analysis
  
  • 3D computer models
  
  • lifetime impact modelling
  
  • decsion tools for passive/active systems
  
  • Implications:
  
  • building performance dynamic modelling
  
  • cost (including whole life)
  
  • Resources
  
  • time
  
  • quality and technical
  
  • effectiveness
Recommend and agree a form of contract 13 identify clearly the stakeholders and the purpose of the contract 14 identify with the stakeholders significant criteria for selecting the form of contract 15 select and recommend a form of contract which is appropriate to the type of project work 16 give clear and accurate information and advice and provide stakeholders with the opportunities to comment and ask for clarification 17 agree a form of contract which is capable of being put into effect
COSCSMO09 Recommend and agree a form of contract 13 identify clearly the stakeholders and the purpose of the contract 14 identify with the stakeholders significant criteria for selecting the form of contract 15 select and recommend a form of contract which is appropriate to the type of project work 16 give clear and accurate information and advice and provide stakeholders with the opportunities to comment and ask for clarification 17 agree a form of contract which is capable of being put into effect
context
- COSCSMO09Select and agree procurement strategies
  Select and agree procurement strategies
  
  • Procurement objectives and criteria:
  
  ‐ type and form of contract
  
  ‐ definition and coverage of required project services
  
  ‐ alignment of interests and benefits
  
  ‐ early participation of key suppliers
  
  ‐ risk allocation
  
  ‐ integrated project insurance
  
  ‐ Building Information Modelling protocols
  
  ‐ economic, political and social context
  
  ‐ funding sources
  
  ‐ degree of commercial and financial risk
  
  ‐ agreed payment procedures
  
  ‐ whole life principles
  
  ‐ best overall value
  
  ‐ timescales/sequencing
  
  ‐ environmental benefits and sustainability
  
  ‐ community benefit
  
  • Procurement methods:
  
  ‐ managed forms of construction
  
  ‐ design and build
  
  ‐ traditional
  
  ‐ Public, Private Partnership
  
  ‐ prime contracting
  
  ‐ partnering
  
  ‐ advisory
  
  ‐ sole source/single negotiations
  
  ‐ competitive tendering
  
  ‐ early contractor involvement
  
  ‐ service level agreement
  
  • Legal and industry requirements:
  
  ‐ common law
  
  ‐ contract law
  
  ‐ EU directives on procurement
  
  ‐ codes of practice and procedures
  
  • Implementation procedures:
  
  ‐ tendering process
  
  ‐ tender evaluation
  
  ‐ award recommendation
  
  ‐ contract award
- COSCSMO09Establish project team arrangements
  Establish project team arrangements
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ the client’s financial advisers
  
  ‐ CDM coordinator or recognised body under the CDM code of practice
  
  ‐ design consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ facilities/asset managers
  
  ‐ potential investors
  
  ‐ funding agencies
  
  ‐ independent client adviser
  
  ‐ user groups
  
  • Type of project work:
  
  ‐ design
  
  ‐ construction
  
  ‐ services
  
  ‐ supply
  
  ‐ operate and maintain
  
  ‐ management
  
  ‐ decommissioning
  
  • Objectives:
  
  ‐ business case for integration
  
  ‐ commitment to multi-discipline partnering (whole supply chain)
  
  ‐ minimum on-site construction period
  
  ‐ certainty of completion
  
  ‐ minimum whole life cost
  
  ‐ sustainable solution
  
  ‐ agreed maximum cost
  
  ‐ zero defects
  
  ‐ respect for people (including health, safety, welfare and the environment)
  
  ‐ agree quality
  
  ‐ working to budget
  
  ‐ effective work scheduling
  
  ‐ Building Information Modelling
  
  ‐ adoption of industry guidance and benchmarking
  
  ‐ sharing knowledge and information
  
  • Selection criteria:
  
  ‐ cost
  
  ‐ quality
  
  ‐ time
  
  ‐ organisational experience
  
  ‐ performance measurement
  
  ‐ health, safety and welfare record
  
  ‐ environmental record
  
  ‐ staff competence and development
  
  ‐ commitment to integration/partnering
  
  ‐ commitment to Building Information Modelling
  
  ‐ social inclusivity record
  
  • Information:
  
  ‐ administration details
  
  ‐ scope of work
  
  ‐ budget
  
  ‐ information required from partners
  
  ‐ selection criteria and weightings
  
  • Capability:
  
  ‐ information modelling
  
  ‐ organisational experience
  
  ‐ performance measurement
  
  ‐ health, safety and welfare record
  
  ‐ environmental record
  
  ‐ staff competence and development
  
  ‐ commitment to integration/partnering
  
  ‐ commitment to BIM capability
  
  ‐ availability of appropriate resources
- COSCSMO09Recommend and agree a form of contract
  Recommend and agree a form of contract
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ the client’s financial advisers
  
  ‐ CDM coordinator or recognised body under CDM code of practice
  
  ‐ design consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ facilities/asset managers
  
  ‐ potential investors
  
  ‐ funding agencies
  
  ‐ independent client adviser
  
  ‐ user groups
  
  • Criteria for selecting:
  
  ‐ client’s needs and requirements
  
  ‐ form of procurement
  
  ‐ degree of risk
  
  ‐ technical complexity
  
  ‐ project partnering
  
  ‐ sector practice
  
  • Form of contract:
  
  ‐ standard
  
  ‐ non standard
  
  • Type of project work:
  
  ‐ design
  
  ‐ construction
  
  ‐ services
  
  ‐ management
  
  ‐ operate and maintenance
  
  ‐ decommissioning
Establish project team arrangements 5 identify and confirm with the stakeholders, the type of project work and objectives for project team collaboration 6 form a selection panel of stakeholders to assess potential suppliers and services and identify selection criteria 7 provide information to potential suppliers and services and invite them to submit a statement of their capabilities 8 evaluate the potential suppliers and services using the selection criteria and agree a short-list 9 interview and hold discussions with the short-listed potential suppliers and services to assess their suitability, capability and commitment to the project and compliance with selection criteria 10 select and confirm the project suppliers and services with the stakeholders 11 negotiate agreements and contracts with project suppliers and services 12 conduct project team meetings to facilitate collaborative working and agree individual and mutual project objectives
COSCSMO09 Establish project team arrangements 5 identify and confirm with the stakeholders, the type of project work and objectives for project team collaboration 6 form a selection panel of stakeholders to assess potential suppliers and services and identify selection criteria 7 provide information to potential suppliers and services and invite them to submit a statement of their capabilities 8 evaluate the potential suppliers and services using the selection criteria and agree a short-list 9 interview and hold discussions with the short-listed potential suppliers and services to assess their suitability, capability and commitment to the project and compliance with selection criteria 10 select and confirm the project suppliers and services with the stakeholders 11 negotiate agreements and contracts with project suppliers and services 12 conduct project team meetings to facilitate collaborative working and agree individual and mutual project objectives
context
- COSCSMO09Select and agree procurement strategies
  Select and agree procurement strategies
  
  • Procurement objectives and criteria:
  
  ‐ type and form of contract
  
  ‐ definition and coverage of required project services
  
  ‐ alignment of interests and benefits
  
  ‐ early participation of key suppliers
  
  ‐ risk allocation
  
  ‐ integrated project insurance
  
  ‐ Building Information Modelling protocols
  
  ‐ economic, political and social context
  
  ‐ funding sources
  
  ‐ degree of commercial and financial risk
  
  ‐ agreed payment procedures
  
  ‐ whole life principles
  
  ‐ best overall value
  
  ‐ timescales/sequencing
  
  ‐ environmental benefits and sustainability
  
  ‐ community benefit
  
  • Procurement methods:
  
  ‐ managed forms of construction
  
  ‐ design and build
  
  ‐ traditional
  
  ‐ Public, Private Partnership
  
  ‐ prime contracting
  
  ‐ partnering
  
  ‐ advisory
  
  ‐ sole source/single negotiations
  
  ‐ competitive tendering
  
  ‐ early contractor involvement
  
  ‐ service level agreement
  
  • Legal and industry requirements:
  
  ‐ common law
  
  ‐ contract law
  
  ‐ EU directives on procurement
  
  ‐ codes of practice and procedures
  
  • Implementation procedures:
  
  ‐ tendering process
  
  ‐ tender evaluation
  
  ‐ award recommendation
  
  ‐ contract award
- COSCSMO09Establish project team arrangements
  Establish project team arrangements
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ the client’s financial advisers
  
  ‐ CDM coordinator or recognised body under the CDM code of practice
  
  ‐ design consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ facilities/asset managers
  
  ‐ potential investors
  
  ‐ funding agencies
  
  ‐ independent client adviser
  
  ‐ user groups
  
  • Type of project work:
  
  ‐ design
  
  ‐ construction
  
  ‐ services
  
  ‐ supply
  
  ‐ operate and maintain
  
  ‐ management
  
  ‐ decommissioning
  
  • Objectives:
  
  ‐ business case for integration
  
  ‐ commitment to multi-discipline partnering (whole supply chain)
  
  ‐ minimum on-site construction period
  
  ‐ certainty of completion
  
  ‐ minimum whole life cost
  
  ‐ sustainable solution
  
  ‐ agreed maximum cost
  
  ‐ zero defects
  
  ‐ respect for people (including health, safety, welfare and the environment)
  
  ‐ agree quality
  
  ‐ working to budget
  
  ‐ effective work scheduling
  
  ‐ Building Information Modelling
  
  ‐ adoption of industry guidance and benchmarking
  
  ‐ sharing knowledge and information
  
  • Selection criteria:
  
  ‐ cost
  
  ‐ quality
  
  ‐ time
  
  ‐ organisational experience
  
  ‐ performance measurement
  
  ‐ health, safety and welfare record
  
  ‐ environmental record
  
  ‐ staff competence and development
  
  ‐ commitment to integration/partnering
  
  ‐ commitment to Building Information Modelling
  
  ‐ social inclusivity record
  
  • Information:
  
  ‐ administration details
  
  ‐ scope of work
  
  ‐ budget
  
  ‐ information required from partners
  
  ‐ selection criteria and weightings
  
  • Capability:
  
  ‐ information modelling
  
  ‐ organisational experience
  
  ‐ performance measurement
  
  ‐ health, safety and welfare record
  
  ‐ environmental record
  
  ‐ staff competence and development
  
  ‐ commitment to integration/partnering
  
  ‐ commitment to BIM capability
  
  ‐ availability of appropriate resources
- COSCSMO09Recommend and agree a form of contract
  Recommend and agree a form of contract
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ the client’s financial advisers
  
  ‐ CDM coordinator or recognised body under CDM code of practice
  
  ‐ design consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ facilities/asset managers
  
  ‐ potential investors
  
  ‐ funding agencies
  
  ‐ independent client adviser
  
  ‐ user groups
  
  • Criteria for selecting:
  
  ‐ client’s needs and requirements
  
  ‐ form of procurement
  
  ‐ degree of risk
  
  ‐ technical complexity
  
  ‐ project partnering
  
  ‐ sector practice
  
  • Form of contract:
  
  ‐ standard
  
  ‐ non standard
  
  • Type of project work:
  
  ‐ design
  
  ‐ construction
  
  ‐ services
  
  ‐ management
  
  ‐ operate and maintenance
  
  ‐ decommissioning
Select and agree procurement strategies 1 identify and agree feasible and realistic procurement objectives and criteria 2 identify procurement methods which are capable of meeting the procurement objectives and evaluate them against selected criteria 3 select and recommend the most effective procurement methods which meet stakeholders' constraints and relevant legal and industry requirements 4 agree and record the selected procurement method and appropriate implementation procedures
COSCSMO09 Select and agree procurement strategies 1 identify and agree feasible and realistic procurement objectives and criteria 2 identify procurement methods which are capable of meeting the procurement objectives and evaluate them against selected criteria 3 select and recommend the most effective procurement methods which meet stakeholders' constraints and relevant legal and industry requirements 4 agree and record the selected procurement method and appropriate implementation procedures
context
- COSCSMO09Select and agree procurement strategies
  Select and agree procurement strategies
  
  • Procurement objectives and criteria:
  
  ‐ type and form of contract
  
  ‐ definition and coverage of required project services
  
  ‐ alignment of interests and benefits
  
  ‐ early participation of key suppliers
  
  ‐ risk allocation
  
  ‐ integrated project insurance
  
  ‐ Building Information Modelling protocols
  
  ‐ economic, political and social context
  
  ‐ funding sources
  
  ‐ degree of commercial and financial risk
  
  ‐ agreed payment procedures
  
  ‐ whole life principles
  
  ‐ best overall value
  
  ‐ timescales/sequencing
  
  ‐ environmental benefits and sustainability
  
  ‐ community benefit
  
  • Procurement methods:
  
  ‐ managed forms of construction
  
  ‐ design and build
  
  ‐ traditional
  
  ‐ Public, Private Partnership
  
  ‐ prime contracting
  
  ‐ partnering
  
  ‐ advisory
  
  ‐ sole source/single negotiations
  
  ‐ competitive tendering
  
  ‐ early contractor involvement
  
  ‐ service level agreement
  
  • Legal and industry requirements:
  
  ‐ common law
  
  ‐ contract law
  
  ‐ EU directives on procurement
  
  ‐ codes of practice and procedures
  
  • Implementation procedures:
  
  ‐ tendering process
  
  ‐ tender evaluation
  
  ‐ award recommendation
  
  ‐ contract award
- COSCSMO09Establish project team arrangements
  Establish project team arrangements
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ the client’s financial advisers
  
  ‐ CDM coordinator or recognised body under the CDM code of practice
  
  ‐ design consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ facilities/asset managers
  
  ‐ potential investors
  
  ‐ funding agencies
  
  ‐ independent client adviser
  
  ‐ user groups
  
  • Type of project work:
  
  ‐ design
  
  ‐ construction
  
  ‐ services
  
  ‐ supply
  
  ‐ operate and maintain
  
  ‐ management
  
  ‐ decommissioning
  
  • Objectives:
  
  ‐ business case for integration
  
  ‐ commitment to multi-discipline partnering (whole supply chain)
  
  ‐ minimum on-site construction period
  
  ‐ certainty of completion
  
  ‐ minimum whole life cost
  
  ‐ sustainable solution
  
  ‐ agreed maximum cost
  
  ‐ zero defects
  
  ‐ respect for people (including health, safety, welfare and the environment)
  
  ‐ agree quality
  
  ‐ working to budget
  
  ‐ effective work scheduling
  
  ‐ Building Information Modelling
  
  ‐ adoption of industry guidance and benchmarking
  
  ‐ sharing knowledge and information
  
  • Selection criteria:
  
  ‐ cost
  
  ‐ quality
  
  ‐ time
  
  ‐ organisational experience
  
  ‐ performance measurement
  
  ‐ health, safety and welfare record
  
  ‐ environmental record
  
  ‐ staff competence and development
  
  ‐ commitment to integration/partnering
  
  ‐ commitment to Building Information Modelling
  
  ‐ social inclusivity record
  
  • Information:
  
  ‐ administration details
  
  ‐ scope of work
  
  ‐ budget
  
  ‐ information required from partners
  
  ‐ selection criteria and weightings
  
  • Capability:
  
  ‐ information modelling
  
  ‐ organisational experience
  
  ‐ performance measurement
  
  ‐ health, safety and welfare record
  
  ‐ environmental record
  
  ‐ staff competence and development
  
  ‐ commitment to integration/partnering
  
  ‐ commitment to BIM capability
  
  ‐ availability of appropriate resources
- COSCSMO09Recommend and agree a form of contract
  Recommend and agree a form of contract
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ the client’s financial advisers
  
  ‐ CDM coordinator or recognised body under CDM code of practice
  
  ‐ design consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ facilities/asset managers
  
  ‐ potential investors
  
  ‐ funding agencies
  
  ‐ independent client adviser
  
  ‐ user groups
  
  • Criteria for selecting:
  
  ‐ client’s needs and requirements
  
  ‐ form of procurement
  
  ‐ degree of risk
  
  ‐ technical complexity
  
  ‐ project partnering
  
  ‐ sector practice
  
  • Form of contract:
  
  ‐ standard
  
  ‐ non standard
  
  • Type of project work:
  
  ‐ design
  
  ‐ construction
  
  ‐ services
  
  ‐ management
  
  ‐ operate and maintenance
  
  ‐ decommissioning
review the whole life costs and low carbon costs against the project criteria and energy goals and priorities
cosbimb51.4 review the whole life costs and low carbon costs against the project criteria and energy goals and priorities
context
- cosbimb51.4Energy goals and priorities:
  Energy goals and priorities:
  
  • energy sources and infrastructure
  
  • energy consumption
  
  • low carbon targets
  
  • use of renewable resources
  
  • use of non-renewable resources
  
  • energy reduction programmes
  
  • heat recovery and re-use energy efficient technologies
  
  • energy efficient practices
  
  • grey water usage
- cosbimb51.4 cosbedmc02 cosbimb51.1 cosbimb51.2Project Stage:
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb51.4Stakeholders:
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants;
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb51.4Whole life costs and low carbon cost:
  Whole life costs and low carbon cost:
  
  • energy sources and infrastructure
  
  • design stage
  
  • materials and components (including embodied energy)
  
  • construction and installation
  
  • energy use (space heating, space cooling/ventilation, hot water, grey water lighting, power for equipment)
  
  • grey water
  
  • operations/maintenance
  
  • demolition/decommissioning
- cosbimb51.4Assess and quantify
  Assess and quantify
  
  • cost benefit analysis
  
  • whole life
  
  • life cycle costing
  
  • lifetime impact modelling
  
  • in-use asset performance
  
  • carbon accounting
  
  • value management feasibility studies
  
  • elemental cost planning
  
  • risk management
  
  • cost effective out-performance of statutory requirements
  
  • decision tools for passive/active systems
  
  • model costs of alternative designs
- cosbimb51.4Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • simulation
obtain necessary checks and approvals for the content and presentation of specifications
cosbimb62.1 cosbimb62.2 obtain necessary checks and approvals for the content and presentation of specifications
context
- cosbimb62.1Type of specification:
  Type of specification:
  
  • original document
  
  • National Building Specification
  
  • industry/practice standards
  
  • elements, trade, building
  
  • phase
- cosbimb62.1Purpose:
  Purpose:
  
  • to obtain consents and permissions
  
  • procurement
  
  • contract
  
  • production and installation
- cosbimb62.1 cosbimb55.5 cosccomo08 cosbedmc03 cosccomo09 cosbimb55.3Project Stage:
  Project Stage:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb62.1Source information: design information (digital models, documents, drawings, graphical and non-graphical electronic data files) statutory regulations British Standards codes of practice technical literature
  Source information:
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • statutory regulations
  
  • British Standards
  
  • codes of practice
  
  • technical literature
- cosbimb62.1Valid: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents status being up to date applied principles
  Valid:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • status
  
  • being up to date
  
  • applied principles
- cosbimb62.1Referenced against:
  Referenced against:
  
  • standard methods of measurements
  
  • classifications
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
- cosbimb62.1Checks and approvals: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents spelling, grammar and punctuation status
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • spelling, grammar and punctuation
  
  • status
check that the specification is consistent with the current source information and update it promptly and accurately when the design changes
cosbimb62.1 cosbimb62.2 check that the specification is consistent with the current source information and update it promptly and accurately when the design changes
context
- cosbimb62.1Type of specification:
  Type of specification:
  
  • original document
  
  • National Building Specification
  
  • industry/practice standards
  
  • elements, trade, building
  
  • phase
- cosbimb62.1Purpose:
  Purpose:
  
  • to obtain consents and permissions
  
  • procurement
  
  • contract
  
  • production and installation
- cosbimb62.1 cosbimb55.5 cosccomo08 cosbedmc03 cosccomo09 cosbimb55.3Project Stage:
  Project Stage:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb62.1Source information: design information (digital models, documents, drawings, graphical and non-graphical electronic data files) statutory regulations British Standards codes of practice technical literature
  Source information:
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • statutory regulations
  
  • British Standards
  
  • codes of practice
  
  • technical literature
- cosbimb62.1Valid: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents status being up to date applied principles
  Valid:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • status
  
  • being up to date
  
  • applied principles
- cosbimb62.1Referenced against:
  Referenced against:
  
  • standard methods of measurements
  
  • classifications
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
- cosbimb62.1Checks and approvals: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents spelling, grammar and punctuation status
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • spelling, grammar and punctuation
  
  • status
structure the specification so that it is concise, referenced and cross-referenced accurately
cosbimb62.1 cosbimb62.2 structure the specification so that it is concise, referenced and cross-referenced accurately
context
- cosbimb62.1Type of specification:
  Type of specification:
  
  • original document
  
  • National Building Specification
  
  • industry/practice standards
  
  • elements, trade, building
  
  • phase
- cosbimb62.1Purpose:
  Purpose:
  
  • to obtain consents and permissions
  
  • procurement
  
  • contract
  
  • production and installation
- cosbimb62.1 cosbimb55.5 cosccomo08 cosbedmc03 cosccomo09 cosbimb55.3Project Stage:
  Project Stage:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb62.1Source information: design information (digital models, documents, drawings, graphical and non-graphical electronic data files) statutory regulations British Standards codes of practice technical literature
  Source information:
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • statutory regulations
  
  • British Standards
  
  • codes of practice
  
  • technical literature
- cosbimb62.1Valid: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents status being up to date applied principles
  Valid:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • status
  
  • being up to date
  
  • applied principles
- cosbimb62.1Referenced against:
  Referenced against:
  
  • standard methods of measurements
  
  • classifications
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
- cosbimb62.1Checks and approvals: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents spelling, grammar and punctuation status
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • spelling, grammar and punctuation
  
  • status
select, draft and amend technical clauses from relevant sources, which define the quality, type and standard of the materials, components and finished work
cosbimb62.1 select, draft and amend technical clauses from relevant sources, which define the quality, type and standard of the materials, components and finished work
context
- cosbimb62.1Type of specification:
  Type of specification:
  
  • original document
  
  • National Building Specification
  
  • industry/practice standards
  
  • elements, trade, building
  
  • phase
- cosbimb62.1Purpose:
  Purpose:
  
  • to obtain consents and permissions
  
  • procurement
  
  • contract
  
  • production and installation
- cosbimb62.1 cosbimb55.5 cosccomo08 cosbedmc03 cosccomo09 cosbimb55.3Project Stage:
  Project Stage:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb62.1Source information: design information (digital models, documents, drawings, graphical and non-graphical electronic data files) statutory regulations British Standards codes of practice technical literature
  Source information:
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • statutory regulations
  
  • British Standards
  
  • codes of practice
  
  • technical literature
- cosbimb62.1Valid: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents status being up to date applied principles
  Valid:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • status
  
  • being up to date
  
  • applied principles
- cosbimb62.1Referenced against:
  Referenced against:
  
  • standard methods of measurements
  
  • classifications
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
- cosbimb62.1Checks and approvals: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents spelling, grammar and punctuation status
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • spelling, grammar and punctuation
  
  • status
encourage the audience to ask questions, ask for clarification and to make comments at appropriate stages in the presentation and provide additional information to ensure their understanding
cosbimb54.1 cosbedmc02 encourage the audience to ask questions, ask for clarification and to make comments at appropriate stages in the presentation and provide additional information to ensure their understanding
context
- cosbimb54.1Presentation methods:
  Presentation methods:
  
  • documentary
  
  • design quality benchmarking analysis
  
  • comparative studies with similar projects
  
  • illustrated oral presentations
  
  • computer modelled simulations
  
  • public exhibition
- cosbimb54.1 cosbimb54.2Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb54.1 cosbedmc02Presentation media:
  Presentation media:
  
  • sketches
  
  • drawings and projections
  
  • physical models
  
  • computer generated data
  
  • diagrams
  
  • mathematical modelling
  
  • photo-montage
  
  • mock-ups
  
  • written reports
  
  • simulation computer models
- cosbimb54.1Audience:
  Audience:
  
  • client
  
  • CDM coordinator
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in development programme
  
  • prospective occupiers
  
  • prospective users
  
  • community groups
  
  • regulatory authorities
  
  • public interest organisations
  
  • media
  
  • facilities/asset managers
- cosbimb54.1Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
Ensure that the contract is negotiated and agreed 8 ensure that the obligations of the parties to the contract are identified and obtain valid, written proof that they are able to meet the obligations 9 negotiate contracts using a style and manner which maintains good long term relationships with all the stakeholders 10 negotiate and agree optimum contract terms, conditions and amendments 11 record the results of negotiations accurately and pass the information on, promptly and in accordance with legal requirements, to all the stakeholders 12 ensure that accurate copies of the final contract documents are prepared and checked to meet legal requirements and arrange for them to be signed
COSCSMO13 Ensure that the contract is negotiated and agreed 8 ensure that the obligations of the parties to the contract are identified and obtain valid, written proof that they are able to meet the obligations 9 negotiate contracts using a style and manner which maintains good long term relationships with all the stakeholders 10 negotiate and agree optimum contract terms, conditions and amendments 11 record the results of negotiations accurately and pass the information on, promptly and in accordance with legal requirements, to all the stakeholders 12 ensure that accurate copies of the final contract documents are prepared and checked to meet legal requirements and arrange for them to be signed
context
- COSCSMO13Ensure that forms of contract are prepared
  Ensure that forms of contract are prepared
  
  • Forms of contract:
  
  ‐ standard
  
  ‐ non standard
  
  • Form of procurement:
  
  ‐ competitive tender
  
  ‐ non-competitive
  
  • Drafted:
  
  ‐ allocation of risks and responsibilities
  
  ‐ structure of contract
  
  ‐ key instructions
  
  ‐ legal factors
  
  ‐ business standing orders
  
  ‐ fair and prompt payment arrangements
- COSCSMO13Ensure that the contract is negotiated and agreed
  Ensure that the contract is negotiated and agreed
  
  • Obligations:
  
  ‐ insurances
  
  ‐ bonds
  
  ‐ warranties
  
  ‐ statutory
  
  ‐ financial guarantees
  
  ‐ competence of people
  
  ‐ deliverables
  
  • Contracts - type:
  
  ‐ standard
  
  ‐ non-standard
  
  • Amendments:
  
  ‐ allocation of risks and responsibilities
  
  ‐ structure of contract
  
  ‐ key instructions
  
  ‐ legal factors
  
  • Contract documents:
  
  ‐ invitation to tender
  
  ‐ forms of tender
  
  ‐ returns procedures
  
  ‐ specifications
  
  ‐ survey reports
  
  ‐ drawings and schedules
  
  ‐ bills of quantities/schedules of rates
  
  ‐ health and safety plans
  
  ‐ scope of services
  
  ‐ terms and conditions
  
  • Legal requirements:
  
  ‐ statutes
  
  ‐ regulations
  
  ‐ codes of practice and procedure
  
  ‐ common law
Ensure that forms of contract are prepared 1 select forms of contract, contract clauses and documents for the form of procurement proposed 2 ensure that standard forms of contract are amended so that the clauses and documents are suitable for the form of procurement proposed 3 ensure that particulars and preliminaries are drafted which accurately describe the needs of all the stakeholders in the form of contract 4 ensure that contract clauses are checked and that appendices and amendments meet statutory requirements 5 ensure that non-standard forms of contract, clauses and documents are drafted, which have legal precedent, where standard or modified standard forms are not suitable 6 obtain legal advice on the implications of drafting non-standard clauses and forms of contract and explain why this is necessary to the stakeholders in the contract 7 obtain necessary checks and approvals for the draft forms of contract
COSCSMO13 Ensure that forms of contract are prepared 1 select forms of contract, contract clauses and documents for the form of procurement proposed 2 ensure that standard forms of contract are amended so that the clauses and documents are suitable for the form of procurement proposed 3 ensure that particulars and preliminaries are drafted which accurately describe the needs of all the stakeholders in the form of contract 4 ensure that contract clauses are checked and that appendices and amendments meet statutory requirements 5 ensure that non-standard forms of contract, clauses and documents are drafted, which have legal precedent, where standard or modified standard forms are not suitable 6 obtain legal advice on the implications of drafting non-standard clauses and forms of contract and explain why this is necessary to the stakeholders in the contract 7 obtain necessary checks and approvals for the draft forms of contract
context
- COSCSMO13Ensure that forms of contract are prepared
  Ensure that forms of contract are prepared
  
  • Forms of contract:
  
  ‐ standard
  
  ‐ non standard
  
  • Form of procurement:
  
  ‐ competitive tender
  
  ‐ non-competitive
  
  • Drafted:
  
  ‐ allocation of risks and responsibilities
  
  ‐ structure of contract
  
  ‐ key instructions
  
  ‐ legal factors
  
  ‐ business standing orders
  
  ‐ fair and prompt payment arrangements
- COSCSMO13Ensure that the contract is negotiated and agreed
  Ensure that the contract is negotiated and agreed
  
  • Obligations:
  
  ‐ insurances
  
  ‐ bonds
  
  ‐ warranties
  
  ‐ statutory
  
  ‐ financial guarantees
  
  ‐ competence of people
  
  ‐ deliverables
  
  • Contracts - type:
  
  ‐ standard
  
  ‐ non-standard
  
  • Amendments:
  
  ‐ allocation of risks and responsibilities
  
  ‐ structure of contract
  
  ‐ key instructions
  
  ‐ legal factors
  
  • Contract documents:
  
  ‐ invitation to tender
  
  ‐ forms of tender
  
  ‐ returns procedures
  
  ‐ specifications
  
  ‐ survey reports
  
  ‐ drawings and schedules
  
  ‐ bills of quantities/schedules of rates
  
  ‐ health and safety plans
  
  ‐ scope of services
  
  ‐ terms and conditions
  
  • Legal requirements:
  
  ‐ statutes
  
  ‐ regulations
  
  ‐ codes of practice and procedure
  
  ‐ common law
Develop and maintain relationships with other people
cosbedmc04 Develop and maintain relationships with other people
context
- cosbedmc04Develop and maintain relationships with other people
  Develop and maintain relationships with other people
  
  • People:
  
  ‐ those to whom you report
  
  ‐ those who report to you
  
  ‐ other professional colleagues
  
  ‐ those affected by your work
  
  • Promote goodwill and trust:
  
  ‐ demonstrating a duty of care
  
  ‐ ethical relationships
  
  ‐ professional independence
  
  ‐ honouring promises and undertakings
  
  ‐ open and honest relationships
  
  ‐ constructive relationships
  
  ‐ meeting equality/diversity legislation
  
  • Informing, offering advice, presenting and clarifying:
  
  ‐ orally
  
  ‐ in writing
  
  ‐ using graphics
  
  ‐ electronically
  
  • Work activities:
  
  ‐ progress
  
  ‐ results
  
  ‐ achievements
  
  ‐ emerging threats
  
  ‐ risks
  
  ‐ opportunities
  
  • Present:
  
  ‐ orally
  
  ‐ in writing
  
  ‐ graphically
  
  ‐ electronically
  
  ‐ using materials and samples
- cosbedmc04Exchange information and present advice on technical issues
  Exchange information and present advice on technical issues
  
  • Purpose:
  
  ‐ sharing experience
  
  ‐ issuing instructions
  
  ‐ making decisions
  
  ‐ increasing understanding
  
  ‐ implementing a solution
  
  ‐ dealing with confrontation
  
  ‐ negotiation
  
  • Present:
  
  ‐ orally
  
  ‐ in writing
  
  ‐ graphically
  
  ‐ electronically
  
  ‐ using materials and samples
  
  • People receiving information and advice:
  
  ‐ same and other related occupations
  
  ‐ clients and customers
  
  ‐ technical and non-technical team members
  
  ‐ craftspeople and operatives
  
  ‐ senior and junior colleagues
  
  ‐ members of the public
  
  ‐ people with individual needs
  
  ‐ central and local government agencies
- cosbedmc04Identify, analyse and resolve complex, indeterminate situations
  Identify, analyse and resolve complex, indeterminate situations
  
  • Information - sources:
  
  ‐ experience and practice
  
  ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
  
  ‐ valid objects of scientific enquiry
  
  ‐ other colleagues and specialists
  
  • Analysing the different perceptions of situations:
  
  ‐ information and conclusions from previous cases
  
  ‐ similarities between previous cases and the current situation
  
  ‐ the outcomes required
  
  ‐ known and anticipated limitations
  
  ‐ known and anticipated opportunities
- cosbedmc04Aids and techniques:
  Aids and techniques:
  
  • identify options
  
  • relationships between factors
  
  • weighted priorities
  
  • value utilities
  
  • expert systems
  
  • decision theory
  
  • decision trees
  
  • policy capturing equations
  
  • gold standard equations
  
  • graphical and electronic aids
  
  • computer aided analysis
- cosbedmc04Judgements:
  Judgements:
  
  • justified opinion and conclusion
  
  • decisions on action to be taken
  
  • decisions on validity
  
  • decisions on viability
  
  • identification of opportunities
  
  • identification of solutions
- cosbedmc04Criteria:
  Criteria:
  
  • the interests of the stakeholders
  
  • legal
  
  • conformity with recognised good practice
  
  • based on up to date information
  
  • cost-effectiveness
  
  • Resources
  
  • safety
  
  • return to operational state
  
  • predicted risk
  
  • predicted disruption
  
  • predicted opportunity
  
  • added value
- cosbedmc04Practise within an ethical framework
  Practise within an ethical framework
  
  • Stakeholders:
  
  ‐ staff
  
  ‐ clients
  
  ‐ suppliers/sub-contractors
  
  ‐ users
  
  ‐ community
  
  • Judgements:
  
  ‐ justified opinion and conclusion
  
  ‐ decisions on action to be taken
  
  ‐ decisions on validity
  
  ‐ decisions on viability
  
  ‐ identification of opportunities
  
  ‐ identification of solutions
  
  • Ethical standards and recognised good practice - sources:
  
  ‐ ethical codes of practice within the occupation or discipline
  
  ‐ statute law
  
  ‐ voluntary codes of practice
  
  ‐ duty of care
  
  • Conflicts of interest:
  
  ‐ offers which may result in adverse conditions to other individuals or the community
  
  ‐ offers which involve the financial interest of the practitioner
  
  ‐ giving unfair advantage to the practitioners family or friends
- cosbedmc04Prepare for and chair meetings
  Prepare for and chair meetings
  
  • Meetings:
  
  ‐ involving people from within your organisation
  
  ‐ involving people from outside your organisation
  
  • Objective:
  
  ‐ information giving
  
  ‐ consultation
include with the specification the data used to calculate the performance requirements
cosbimb62.2 include with the specification the data used to calculate the performance requirements
context
- cosbimb62.2Type of performance specification:
  Type of performance specification:
  
  • original document
  
  • National Building Specification
  
  • industry/practice standards
  
  • elements, trade, building
  
  • phase
- cosbimb62.2Purpose of documents:
  Purpose of documents:
  
  • to obtain consents & permissions
  
  • procurement
  
  • contract
  
  • production and installation
- cosbimb62.2 cosbedmc03 cosbimb55.4Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb62.2Source information: design information (digital models, documents, drawings, graphical and non-graphical electronic data files) statutory regulations British Standards codes of practice technical literature
  Source information:
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • statutory regulations
  
  • British Standards
  
  • codes of practice
  
  • technical literature
- cosbimb62.2Referenced against:
  Referenced against:
  
  • standard methods of approval
  
  • classifications
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
- cosbimb62.2 cosccomo09 cosbimb62.1Valid:
  Valid:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • status
  
  • being up to date
  
  • applied principles
- cosbimb62.2 cosbimb62.1 cosbimb63.1Checks and approvals:
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • spelling, grammar and punctuation
  
  • status
define appropriate performance criteria, methods of assessment and verification
cosbimb62.2 define appropriate performance criteria, methods of assessment and verification
context
- cosbimb62.2Type of performance specification:
  Type of performance specification:
  
  • original document
  
  • National Building Specification
  
  • industry/practice standards
  
  • elements, trade, building
  
  • phase
- cosbimb62.2Purpose of documents:
  Purpose of documents:
  
  • to obtain consents & permissions
  
  • procurement
  
  • contract
  
  • production and installation
- cosbimb62.2 cosbedmc03 cosbimb55.4Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb62.2Source information: design information (digital models, documents, drawings, graphical and non-graphical electronic data files) statutory regulations British Standards codes of practice technical literature
  Source information:
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • statutory regulations
  
  • British Standards
  
  • codes of practice
  
  • technical literature
- cosbimb62.2Referenced against:
  Referenced against:
  
  • standard methods of approval
  
  • classifications
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
- cosbimb62.2 cosccomo09 cosbimb62.1Valid:
  Valid:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • status
  
  • being up to date
  
  • applied principles
- cosbimb62.2 cosbimb62.1 cosbimb63.1Checks and approvals:
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • spelling, grammar and punctuation
  
  • status
identify, analyse and detail the design objectives and appropriate functional performance requirements
cosbimb62.2 identify, analyse and detail the design objectives and appropriate functional performance requirements
context
- cosbimb62.2Type of performance specification:
  Type of performance specification:
  
  • original document
  
  • National Building Specification
  
  • industry/practice standards
  
  • elements, trade, building
  
  • phase
- cosbimb62.2Purpose of documents:
  Purpose of documents:
  
  • to obtain consents & permissions
  
  • procurement
  
  • contract
  
  • production and installation
- cosbimb62.2 cosbedmc03 cosbimb55.4Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb62.2Source information: design information (digital models, documents, drawings, graphical and non-graphical electronic data files) statutory regulations British Standards codes of practice technical literature
  Source information:
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • statutory regulations
  
  • British Standards
  
  • codes of practice
  
  • technical literature
- cosbimb62.2Referenced against:
  Referenced against:
  
  • standard methods of approval
  
  • classifications
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
- cosbimb62.2 cosccomo09 cosbimb62.1Valid:
  Valid:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • status
  
  • being up to date
  
  • applied principles
- cosbimb62.2 cosbimb62.1 cosbimb63.1Checks and approvals:
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • spelling, grammar and punctuation
  
  • status
confirm that the current source information is valid and obtain accurate and valid supplementary information
cosbimb62.2 cosbimb62.1 confirm that the current source information is valid and obtain accurate and valid supplementary information
context
- cosbimb62.2Type of performance specification:
  Type of performance specification:
  
  • original document
  
  • National Building Specification
  
  • industry/practice standards
  
  • elements, trade, building
  
  • phase
- cosbimb62.2Purpose of documents:
  Purpose of documents:
  
  • to obtain consents & permissions
  
  • procurement
  
  • contract
  
  • production and installation
- cosbimb62.2 cosbedmc03 cosbimb55.4Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb62.2Source information: design information (digital models, documents, drawings, graphical and non-graphical electronic data files) statutory regulations British Standards codes of practice technical literature
  Source information:
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • statutory regulations
  
  • British Standards
  
  • codes of practice
  
  • technical literature
- cosbimb62.2Referenced against:
  Referenced against:
  
  • standard methods of approval
  
  • classifications
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
- cosbimb62.2 cosccomo09 cosbimb62.1Valid:
  Valid:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • status
  
  • being up to date
  
  • applied principles
- cosbimb62.2 cosbimb62.1 cosbimb63.1Checks and approvals:
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • spelling, grammar and punctuation
  
  • status
produce a specification which conforms with identified, applicable, current source information
cosbimb62.2 produce a specification which conforms with identified, applicable, current source information
context
- cosbimb62.2Type of performance specification:
  Type of performance specification:
  
  • original document
  
  • National Building Specification
  
  • industry/practice standards
  
  • elements, trade, building
  
  • phase
- cosbimb62.2Purpose of documents:
  Purpose of documents:
  
  • to obtain consents & permissions
  
  • procurement
  
  • contract
  
  • production and installation
- cosbimb62.2 cosbedmc03 cosbimb55.4Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb62.2Source information: design information (digital models, documents, drawings, graphical and non-graphical electronic data files) statutory regulations British Standards codes of practice technical literature
  Source information:
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • statutory regulations
  
  • British Standards
  
  • codes of practice
  
  • technical literature
- cosbimb62.2Referenced against:
  Referenced against:
  
  • standard methods of approval
  
  • classifications
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
- cosbimb62.2 cosccomo09 cosbimb62.1Valid:
  Valid:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • status
  
  • being up to date
  
  • applied principles
- cosbimb62.2 cosbimb62.1 cosbimb63.1Checks and approvals:
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • spelling, grammar and punctuation
  
  • status
check that the specification is consistent with design and related documents, where separate, and that it does not include duplicate and contradictory information
cosbimb62.2 check that the specification is consistent with design and related documents, where separate, and that it does not include duplicate and contradictory information
context
- cosbimb62.2Type of performance specification:
  Type of performance specification:
  
  • original document
  
  • National Building Specification
  
  • industry/practice standards
  
  • elements, trade, building
  
  • phase
- cosbimb62.2Purpose of documents:
  Purpose of documents:
  
  • to obtain consents & permissions
  
  • procurement
  
  • contract
  
  • production and installation
- cosbimb62.2 cosbedmc03 cosbimb55.4Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb62.2Source information: design information (digital models, documents, drawings, graphical and non-graphical electronic data files) statutory regulations British Standards codes of practice technical literature
  Source information:
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • statutory regulations
  
  • British Standards
  
  • codes of practice
  
  • technical literature
- cosbimb62.2Referenced against:
  Referenced against:
  
  • standard methods of approval
  
  • classifications
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
- cosbimb62.2 cosccomo09 cosbimb62.1Valid:
  Valid:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • status
  
  • being up to date
  
  • applied principles
- cosbimb62.2 cosbimb62.1 cosbimb63.1Checks and approvals:
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • spelling, grammar and punctuation
  
  • status
select a type of performance specification document which is suitable for the purpose and the project stage
cosbimb62.2 select a type of performance specification document which is suitable for the purpose and the project stage
context
- cosbimb62.2Type of performance specification:
  Type of performance specification:
  
  • original document
  
  • National Building Specification
  
  • industry/practice standards
  
  • elements, trade, building
  
  • phase
- cosbimb62.2Purpose of documents:
  Purpose of documents:
  
  • to obtain consents & permissions
  
  • procurement
  
  • contract
  
  • production and installation
- cosbimb62.2 cosbedmc03 cosbimb55.4Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb62.2Source information: design information (digital models, documents, drawings, graphical and non-graphical electronic data files) statutory regulations British Standards codes of practice technical literature
  Source information:
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • statutory regulations
  
  • British Standards
  
  • codes of practice
  
  • technical literature
- cosbimb62.2Referenced against:
  Referenced against:
  
  • standard methods of approval
  
  • classifications
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
- cosbimb62.2 cosccomo09 cosbimb62.1Valid:
  Valid:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • status
  
  • being up to date
  
  • applied principles
- cosbimb62.2 cosbimb62.1 cosbimb63.1Checks and approvals:
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents
  
  • spelling, grammar and punctuation
  
  • status
produce a realistic forecast of the net total project costs, and present it to the stakeholders to enable them to be agreed
cosbimb53.1 produce a realistic forecast of the net total project costs, and present it to the stakeholders to enable them to be agreed
context
- cosbimb53.1Stakeholders: the client financial advisers consultants potential contractors potential subcontractors and suppliers potential investors partners in the development programme facilities/asset managers
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb53.1Methods for estimating:
  Methods for estimating:
  
  • unit
  
  • superficial
  
  • elemental cost analysis
  
  • approximate quantities
- cosbimb53.1Project Stages: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stages:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb53.1Apply: calculating computer generated Building Information Modelling
  Apply:
  
  • calculating
  
  • computer generated
  
  • Building Information Modelling
- cosbimb53.1 cosbimb53.2Sources of cost data:
  Sources of cost data:
  
  • Building Cost Information Service
  
  • published cost analyses and indices
  
  • databases
  
  • historical data
  
  • specialist quotations
- cosbimb53.1Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
choose reliable sources of cost data and apply the cost data to the calculations
cosbimb53.1 cosbimb53.2 choose reliable sources of cost data and apply the cost data to the calculations
context
- cosbimb53.1Stakeholders: the client financial advisers consultants potential contractors potential subcontractors and suppliers potential investors partners in the development programme facilities/asset managers
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb53.1Methods for estimating:
  Methods for estimating:
  
  • unit
  
  • superficial
  
  • elemental cost analysis
  
  • approximate quantities
- cosbimb53.1Project Stages: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stages:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb53.1Apply: calculating computer generated Building Information Modelling
  Apply:
  
  • calculating
  
  • computer generated
  
  • Building Information Modelling
- cosbimb53.1 cosbimb53.2Sources of cost data:
  Sources of cost data:
  
  • Building Cost Information Service
  
  • published cost analyses and indices
  
  • databases
  
  • historical data
  
  • specialist quotations
- cosbimb53.1Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
apply the selected method to produce accurate calculations which are interpolated realistically and adjusted to suit the project context
cosbimb53.1 cosbimb53.2 apply the selected method to produce accurate calculations which are interpolated realistically and adjusted to suit the project context
context
- cosbimb53.1Stakeholders: the client financial advisers consultants potential contractors potential subcontractors and suppliers potential investors partners in the development programme facilities/asset managers
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb53.1Methods for estimating:
  Methods for estimating:
  
  • unit
  
  • superficial
  
  • elemental cost analysis
  
  • approximate quantities
- cosbimb53.1Project Stages: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stages:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb53.1Apply: calculating computer generated Building Information Modelling
  Apply:
  
  • calculating
  
  • computer generated
  
  • Building Information Modelling
- cosbimb53.1 cosbimb53.2Sources of cost data:
  Sources of cost data:
  
  • Building Cost Information Service
  
  • published cost analyses and indices
  
  • databases
  
  • historical data
  
  • specialist quotations
- cosbimb53.1Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
select and agree, with the stakeholders a method for estimating the capital costs at appropriate project stages
cosbimb53.1 select and agree, with the stakeholders a method for estimating the capital costs at appropriate project stages
context
- cosbimb53.1Stakeholders: the client financial advisers consultants potential contractors potential subcontractors and suppliers potential investors partners in the development programme facilities/asset managers
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb53.1Methods for estimating:
  Methods for estimating:
  
  • unit
  
  • superficial
  
  • elemental cost analysis
  
  • approximate quantities
- cosbimb53.1Project Stages: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stages:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb53.1Apply: calculating computer generated Building Information Modelling
  Apply:
  
  • calculating
  
  • computer generated
  
  • Building Information Modelling
- cosbimb53.1 cosbimb53.2Sources of cost data:
  Sources of cost data:
  
  • Building Cost Information Service
  
  • published cost analyses and indices
  
  • databases
  
  • historical data
  
  • specialist quotations
- cosbimb53.1Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
identify and agree with the stakeholders the factors which will affect the capital costing of the project
cosbimb53.1 identify and agree with the stakeholders the factors which will affect the capital costing of the project
context
- cosbimb53.1Stakeholders: the client financial advisers consultants potential contractors potential subcontractors and suppliers potential investors partners in the development programme facilities/asset managers
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb53.1Methods for estimating:
  Methods for estimating:
  
  • unit
  
  • superficial
  
  • elemental cost analysis
  
  • approximate quantities
- cosbimb53.1Project Stages: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stages:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb53.1Apply: calculating computer generated Building Information Modelling
  Apply:
  
  • calculating
  
  • computer generated
  
  • Building Information Modelling
- cosbimb53.1 cosbimb53.2Sources of cost data:
  Sources of cost data:
  
  • Building Cost Information Service
  
  • published cost analyses and indices
  
  • databases
  
  • historical data
  
  • specialist quotations
- cosbimb53.1Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
assess and quantify the whole life costs and low carbon cost implications for the project taking into account the views of experts and project stakeholders
cosbimb51.4 assess and quantify the whole life costs and low carbon cost implications for the project taking into account the views of experts and project stakeholders
context
- cosbimb51.4Energy goals and priorities:
  Energy goals and priorities:
  
  • energy sources and infrastructure
  
  • energy consumption
  
  • low carbon targets
  
  • use of renewable resources
  
  • use of non-renewable resources
  
  • energy reduction programmes
  
  • heat recovery and re-use energy efficient technologies
  
  • energy efficient practices
  
  • grey water usage
- cosbimb51.4 cosbedmc02 cosbimb51.1 cosbimb51.2Project Stage:
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb51.4Stakeholders:
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants;
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb51.4Whole life costs and low carbon cost:
  Whole life costs and low carbon cost:
  
  • energy sources and infrastructure
  
  • design stage
  
  • materials and components (including embodied energy)
  
  • construction and installation
  
  • energy use (space heating, space cooling/ventilation, hot water, grey water lighting, power for equipment)
  
  • grey water
  
  • operations/maintenance
  
  • demolition/decommissioning
- cosbimb51.4Assess and quantify
  Assess and quantify
  
  • cost benefit analysis
  
  • whole life
  
  • life cycle costing
  
  • lifetime impact modelling
  
  • in-use asset performance
  
  • carbon accounting
  
  • value management feasibility studies
  
  • elemental cost planning
  
  • risk management
  
  • cost effective out-performance of statutory requirements
  
  • decision tools for passive/active systems
  
  • model costs of alternative designs
- cosbimb51.4Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • simulation
present the recommendations, proposals and design options clearly and objectively and show how they are tested and justified by the requirements of the brief
cosbimb54.1 present the recommendations, proposals and design options clearly and objectively and show how they are tested and justified by the requirements of the brief
context
- cosbimb54.1Presentation methods:
  Presentation methods:
  
  • documentary
  
  • design quality benchmarking analysis
  
  • comparative studies with similar projects
  
  • illustrated oral presentations
  
  • computer modelled simulations
  
  • public exhibition
- cosbimb54.1 cosbimb54.2Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb54.1 cosbedmc02Presentation media:
  Presentation media:
  
  • sketches
  
  • drawings and projections
  
  • physical models
  
  • computer generated data
  
  • diagrams
  
  • mathematical modelling
  
  • photo-montage
  
  • mock-ups
  
  • written reports
  
  • simulation computer models
- cosbimb54.1Audience:
  Audience:
  
  • client
  
  • CDM coordinator
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in development programme
  
  • prospective occupiers
  
  • prospective users
  
  • community groups
  
  • regulatory authorities
  
  • public interest organisations
  
  • media
  
  • facilities/asset managers
- cosbimb54.1Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
select methods and media which are suitable for the drawings required, and which can be produced with the resources and time available
cosbimb61.1 select methods and media which are suitable for the drawings required, and which can be produced with the resources and time available
context
- cosbimb61.1Drawings:
  Drawings:
  
  • location, assembly, component
  
  • sketches
  
  • working drawings
  
  • schedules
  
  • presentation drawings
  
  • co-ordination drawings
- cosbimb61.1Purpose (of drawing):
  Purpose (of drawing):
  
  • convey the design intent
  
  • coordination
  
  • discipline specific
  
  • interdisciplinary coordination
  
  • obtain consents
  
  • procurement
  
  • contract
  
  • production
  
  • record
  
  • presentation
  
  • analysis
  
  • factory manufacture
  
  • site installation
  
  • sub-contract & specialist details
- cosbimb61.1 cosbimb61.2 cosbimb53.3Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosbimb61.1 cosbimb61.2Methods and media:
  Methods and media:
  
  • manual
  
  • electronic
- cosbimb61.1Drawing conventions:
  Drawing conventions:
  
  • detailing standards
  
  • codes of practice
  
  • current industry practice
  
  • methods of coordination
- cosbimb61.1Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
- cosbimb61.1Checks and approvals:
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • checks and approvals
  
  • technical content
  
  • completeness
  
  • co-ordination
  
  • non-duplication
  
  • referencing
  
  • cross-referencing and correlation with associated information and documents
  
  • conflict and clash detection
  
  • spelling, grammar and punctuation
  
  • status
  
  • positioning
  
  • shape
  
  • dimensions
  
  • tolerances
  
  • composition
  
  • fixing
  
  • annotation
  
  • symbols and conventions
  
  • interoperability
  
  • coordination
  
  • revision control
produce drawings which are complete, accurate, and comply with the design information and are suitable for the purpose and project stage
cosbimb61.1 produce drawings which are complete, accurate, and comply with the design information and are suitable for the purpose and project stage
context
- cosbimb61.1Drawings:
  Drawings:
  
  • location, assembly, component
  
  • sketches
  
  • working drawings
  
  • schedules
  
  • presentation drawings
  
  • co-ordination drawings
- cosbimb61.1Purpose (of drawing):
  Purpose (of drawing):
  
  • convey the design intent
  
  • coordination
  
  • discipline specific
  
  • interdisciplinary coordination
  
  • obtain consents
  
  • procurement
  
  • contract
  
  • production
  
  • record
  
  • presentation
  
  • analysis
  
  • factory manufacture
  
  • site installation
  
  • sub-contract & specialist details
- cosbimb61.1 cosbimb61.2 cosbimb53.3Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosbimb61.1 cosbimb61.2Methods and media:
  Methods and media:
  
  • manual
  
  • electronic
- cosbimb61.1Drawing conventions:
  Drawing conventions:
  
  • detailing standards
  
  • codes of practice
  
  • current industry practice
  
  • methods of coordination
- cosbimb61.1Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
- cosbimb61.1Checks and approvals:
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • checks and approvals
  
  • technical content
  
  • completeness
  
  • co-ordination
  
  • non-duplication
  
  • referencing
  
  • cross-referencing and correlation with associated information and documents
  
  • conflict and clash detection
  
  • spelling, grammar and punctuation
  
  • status
  
  • positioning
  
  • shape
  
  • dimensions
  
  • tolerances
  
  • composition
  
  • fixing
  
  • annotation
  
  • symbols and conventions
  
  • interoperability
  
  • coordination
  
  • revision control
Manage the design process 11 agree with the stakeholders the purposes which will be served by production and installation design information appropriate to the project stage 12 choose a format for presenting the production and installation design information which meets the requirements of the stakeholders 13 identify which parts of the overall project require production and installation design information 14 ensure that the parts of the project design which interact with each other are identified and suitable ways to maintain coherence and consistency between all aspects of the production and installation design information are agreed 15 ensure that procedures are set up which will maintain coherence and consistency between the production and installation design solutions and the overall development concept 16 ensure that techniques are confirmed which are suitable for investigating, calculating, testing, developing and specifying the production and installation design which are consistent with best practice and conform to relevant codes and standards
COSCSMO06 Manage the design process 11 agree with the stakeholders the purposes which will be served by production and installation design information appropriate to the project stage 12 choose a format for presenting the production and installation design information which meets the requirements of the stakeholders 13 identify which parts of the overall project require production and installation design information 14 ensure that the parts of the project design which interact with each other are identified and suitable ways to maintain coherence and consistency between all aspects of the production and installation design information are agreed 15 ensure that procedures are set up which will maintain coherence and consistency between the production and installation design solutions and the overall development concept 16 ensure that techniques are confirmed which are suitable for investigating, calculating, testing, developing and specifying the production and installation design which are consistent with best practice and conform to relevant codes and standards
context
- COSCSMO06Identify and assess hazards, and identify risks
  Identify and assess hazards, and identify risks
  
  • Clients:
  
  ‐ customers
  
  ‐ owners
  
  ‐ users
  
  ‐ occupiers
  
  • Relevant health, safety and welfare regulations and legal framework:
  
  ‐ current health, safety and welfare regulations
  
  ‐ Construction and Building Regulations
  
  ‐ international law, standards and practice
  
  ‐ contract and procurement
  
  • Stakeholders:
  
  ‐ CDM co-ordinator (or recognised body under the CDM code of practice)
  
  ‐ other designers
  
  ‐ advisors
  
  ‐ clients
  
  ‐ construction managers
  
  ‐ contractors and specialist contractors
  
  • Hazards:
  
  ‐ working at height
  
  ‐ slips, trips and falls (same height)
  
  ‐ debris
  
  ‐ falling or moving objects
  
  ‐ incorrect manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ obstructions
  
  ‐ moving vehicles
  
  ‐ water
  
  ‐ lack of security/breaches
  
  ‐ sector or context specific
  
  • Consequences:
  
  ‐ injuring people
  
  ‐ causing ill health
  
  ‐ damaging property
  
  ‐ adversely affecting the natural and built environment
  
  ‐ contravening legislative requirements
  
  ‐ litigation and prosecution
  
  ‐ causing adverse publicity/perception
  
  ‐ working conditions and circumstances, buildability
  
  ‐ alienating workforce/team members
  
  ‐ economic and business factors (positive or negative)
  
  ‐ language barriers
  
  • Operations and individual activities during:
  
  ‐ site establishment
  
  ‐ constructing (infrastructure, structure, building fabric, prefabrication, finishes, services and equipment, landscape, temporary works)
  
  ‐ using and operating plant and machinery
  
  ‐ cleaning
  
  ‐ maintaining
  
  ‐ altering
  
  ‐ demolition
  
  ‐ commissioning and decommissioning
  
  ‐ refurbishing
  
  ‐ proximity to existing services and obstructions
  
  • Assess:
  
  ‐ likelihood of occurrence
  
  ‐ severity of harm incurred
  
  • Significance of risks:
  
  ‐ common
  
  ‐ generic
  
  ‐ not obvious to a competent contractor or designer
  
  ‐ likely to be difficult to manage effectively
- COSCSMO06Make design choices to reduce health and safety risks
  Make design choices to reduce health and safety risks
  
  • Hazards:
  
  ‐ working at height
  
  ‐ slips, trips and falls (same height)
  
  ‐ debris
  
  ‐ falling or moving objects
  
  ‐ incorrect manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ obstructions
  
  ‐ moving vehicles
  
  ‐ water
  
  ‐ lack of security/breaches
  
  ‐ sector or context specific
  
  • Developing and modifying design:
  
  ‐ identifying project requirements
  
  ‐ planning
  
  ‐ investigation
  
  ‐ verifying competence and resources
  
  ‐ analysis
  
  ‐ identifying interactions
  
  ‐ calculation
  
  ‐ testing
  
  ‐ selecting materials, components and systems
  
  ‐ assessing costs & benefits (including life cycle)
  
  ‐ detailing and specifying
  
  ‐ assessing buildability
  
  • Measures:
  
  ‐ control at sources
  
  ‐ cumulative protection
  
  ‐ manage residual risks
  
  • Risks:
  
  ‐ common
  
  ‐ generic
  
  ‐ not obvious to a competent contractor or designer
  
  ‐ likely to be difficult to manage effectively
  
  • Relevant health and safety regulations and guidelines:
  
  ‐ current health, safety and welfare regulations
  
  ‐ Construction and Building Regulations
  
  ‐ international law, standards and practice
  
  ‐ codes of practice
  
  ‐ industry guides
  
  • Other people involved:
  
  ‐ contractors
  
  ‐ cleaners
  
  ‐ maintainers
  
  ‐ owners
  
  ‐ users
  
  • Design documentation:
  
  ‐ drawings
  
  ‐ specifications
  
  ‐ models
  
  ‐ calculations
  
  ‐ Health and safety plans and files
- COSCSMO06Manage the design process
  Manage the design process
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ CDM Coordinator (or recognised body under the CDM code of practice)
  
  ‐ consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ regulatory authorities
  
  ‐ facilities/asset maintenance managers
  
  ‐ users
  
  ‐ general public
  
  ‐ site visitors
  
  • Project Stages:
  
  ‐ Stage 4 (Design)
  
  ‐ Stage 5 (Build and Commission)
  
  • Format:
  
  ‐ in writing
  
  ‐ graphically
  
  ‐ electronically
  
  • Parts of the overall project design:
  
  ‐ location and size
  
  ‐ assembly and construction/installation
  
  ‐ components and systems
  
  ‐ specification
  
  ‐ environmental assessment objectives
  
  • Maintain coherence and consistency:
  
  ‐ visual and spatial
  
  ‐ functional performance
  
  ‐ technical performance
  
  ‐ quality
  
  ‐ requirements of relevant legislation and codes
  
  ‐ obsolescence/design life
  
  ‐ cost
  
  ‐ health and safety
  
  ‐ environmental factors
  
  ‐ sustainability
  
  ‐ buildability/disassembly
  
  ‐ maintenance/operation and use
  
  ‐ value management
  
  ‐ concurrent design and construction
  
  ‐ minimise emissions and waste
  
  ‐ energy use (U value calculations, Building Energy Assessment. carbon rating)
  
  ‐ protect archaeological and historically valuable resources
  
  ‐ carbon footprint
  
  ‐ grey water usage
  
  ‐ risk/confidence in information
  
  • Techniques:
  
  ‐ data research
  
  ‐ comparison with regulations
  
  ‐ specialist guidance and best practice
  
  ‐ relevant previous solutions and feedback
  
  ‐ computer modelling
  
  ‐ Building Information Modelling
  
  ‐ calculation
  
  ‐ lifetime impact modelling
  
  ‐ maintain risk register
  
  ‐ performance dynamic modelling
  
  ‐ comparison of costs of new and renewable energy
Make design choices to reduce health and safety risks 5 ensure that identified hazards are eliminated and reduced whilst developing and modifying designs and conflicting demands are taken into account 6 ensure that community measures are given equal priority over project measures when reducing risks 7 take responsibility for ensuring that the risk reduction measures comply with relevant health and safety regulations and guidelines 8 ensure that the information needed by other people involved is recorded in any design documentation so that they can comply with their duties under relevant health and safety regulations 9 promote the implementation of the risk reduction measures with other people involved 10 encourage a responsible culture of health, safety and welfare in design processes and decision making
COSCSMO06 Make design choices to reduce health and safety risks 5 ensure that identified hazards are eliminated and reduced whilst developing and modifying designs and conflicting demands are taken into account 6 ensure that community measures are given equal priority over project measures when reducing risks 7 take responsibility for ensuring that the risk reduction measures comply with relevant health and safety regulations and guidelines 8 ensure that the information needed by other people involved is recorded in any design documentation so that they can comply with their duties under relevant health and safety regulations 9 promote the implementation of the risk reduction measures with other people involved 10 encourage a responsible culture of health, safety and welfare in design processes and decision making
context
- COSCSMO06Identify and assess hazards, and identify risks
  Identify and assess hazards, and identify risks
  
  • Clients:
  
  ‐ customers
  
  ‐ owners
  
  ‐ users
  
  ‐ occupiers
  
  • Relevant health, safety and welfare regulations and legal framework:
  
  ‐ current health, safety and welfare regulations
  
  ‐ Construction and Building Regulations
  
  ‐ international law, standards and practice
  
  ‐ contract and procurement
  
  • Stakeholders:
  
  ‐ CDM co-ordinator (or recognised body under the CDM code of practice)
  
  ‐ other designers
  
  ‐ advisors
  
  ‐ clients
  
  ‐ construction managers
  
  ‐ contractors and specialist contractors
  
  • Hazards:
  
  ‐ working at height
  
  ‐ slips, trips and falls (same height)
  
  ‐ debris
  
  ‐ falling or moving objects
  
  ‐ incorrect manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ obstructions
  
  ‐ moving vehicles
  
  ‐ water
  
  ‐ lack of security/breaches
  
  ‐ sector or context specific
  
  • Consequences:
  
  ‐ injuring people
  
  ‐ causing ill health
  
  ‐ damaging property
  
  ‐ adversely affecting the natural and built environment
  
  ‐ contravening legislative requirements
  
  ‐ litigation and prosecution
  
  ‐ causing adverse publicity/perception
  
  ‐ working conditions and circumstances, buildability
  
  ‐ alienating workforce/team members
  
  ‐ economic and business factors (positive or negative)
  
  ‐ language barriers
  
  • Operations and individual activities during:
  
  ‐ site establishment
  
  ‐ constructing (infrastructure, structure, building fabric, prefabrication, finishes, services and equipment, landscape, temporary works)
  
  ‐ using and operating plant and machinery
  
  ‐ cleaning
  
  ‐ maintaining
  
  ‐ altering
  
  ‐ demolition
  
  ‐ commissioning and decommissioning
  
  ‐ refurbishing
  
  ‐ proximity to existing services and obstructions
  
  • Assess:
  
  ‐ likelihood of occurrence
  
  ‐ severity of harm incurred
  
  • Significance of risks:
  
  ‐ common
  
  ‐ generic
  
  ‐ not obvious to a competent contractor or designer
  
  ‐ likely to be difficult to manage effectively
- COSCSMO06Make design choices to reduce health and safety risks
  Make design choices to reduce health and safety risks
  
  • Hazards:
  
  ‐ working at height
  
  ‐ slips, trips and falls (same height)
  
  ‐ debris
  
  ‐ falling or moving objects
  
  ‐ incorrect manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ obstructions
  
  ‐ moving vehicles
  
  ‐ water
  
  ‐ lack of security/breaches
  
  ‐ sector or context specific
  
  • Developing and modifying design:
  
  ‐ identifying project requirements
  
  ‐ planning
  
  ‐ investigation
  
  ‐ verifying competence and resources
  
  ‐ analysis
  
  ‐ identifying interactions
  
  ‐ calculation
  
  ‐ testing
  
  ‐ selecting materials, components and systems
  
  ‐ assessing costs & benefits (including life cycle)
  
  ‐ detailing and specifying
  
  ‐ assessing buildability
  
  • Measures:
  
  ‐ control at sources
  
  ‐ cumulative protection
  
  ‐ manage residual risks
  
  • Risks:
  
  ‐ common
  
  ‐ generic
  
  ‐ not obvious to a competent contractor or designer
  
  ‐ likely to be difficult to manage effectively
  
  • Relevant health and safety regulations and guidelines:
  
  ‐ current health, safety and welfare regulations
  
  ‐ Construction and Building Regulations
  
  ‐ international law, standards and practice
  
  ‐ codes of practice
  
  ‐ industry guides
  
  • Other people involved:
  
  ‐ contractors
  
  ‐ cleaners
  
  ‐ maintainers
  
  ‐ owners
  
  ‐ users
  
  • Design documentation:
  
  ‐ drawings
  
  ‐ specifications
  
  ‐ models
  
  ‐ calculations
  
  ‐ Health and safety plans and files
- COSCSMO06Manage the design process
  Manage the design process
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ CDM Coordinator (or recognised body under the CDM code of practice)
  
  ‐ consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ regulatory authorities
  
  ‐ facilities/asset maintenance managers
  
  ‐ users
  
  ‐ general public
  
  ‐ site visitors
  
  • Project Stages:
  
  ‐ Stage 4 (Design)
  
  ‐ Stage 5 (Build and Commission)
  
  • Format:
  
  ‐ in writing
  
  ‐ graphically
  
  ‐ electronically
  
  • Parts of the overall project design:
  
  ‐ location and size
  
  ‐ assembly and construction/installation
  
  ‐ components and systems
  
  ‐ specification
  
  ‐ environmental assessment objectives
  
  • Maintain coherence and consistency:
  
  ‐ visual and spatial
  
  ‐ functional performance
  
  ‐ technical performance
  
  ‐ quality
  
  ‐ requirements of relevant legislation and codes
  
  ‐ obsolescence/design life
  
  ‐ cost
  
  ‐ health and safety
  
  ‐ environmental factors
  
  ‐ sustainability
  
  ‐ buildability/disassembly
  
  ‐ maintenance/operation and use
  
  ‐ value management
  
  ‐ concurrent design and construction
  
  ‐ minimise emissions and waste
  
  ‐ energy use (U value calculations, Building Energy Assessment. carbon rating)
  
  ‐ protect archaeological and historically valuable resources
  
  ‐ carbon footprint
  
  ‐ grey water usage
  
  ‐ risk/confidence in information
  
  • Techniques:
  
  ‐ data research
  
  ‐ comparison with regulations
  
  ‐ specialist guidance and best practice
  
  ‐ relevant previous solutions and feedback
  
  ‐ computer modelling
  
  ‐ Building Information Modelling
  
  ‐ calculation
  
  ‐ lifetime impact modelling
  
  ‐ maintain risk register
  
  ‐ performance dynamic modelling
  
  ‐ comparison of costs of new and renewable energy
Identify and assess hazards, and identify risks 1 check that clients are made aware of the relevant health, safety and welfare regulations and legal framework and their obligations in relation to them 2 collaborate with stakeholders to ensure the compliance of designs with relevant health, safety and welfare regulations and legal framework 3 ensure that hazards and their consequences arising from operations and individual activities are identified and prioritised 4 ensure that hazards are assessed to identify the significance of risks on an iterative basis throughout the development process
COSCSMO06 Identify and assess hazards, and identify risks 1 check that clients are made aware of the relevant health, safety and welfare regulations and legal framework and their obligations in relation to them 2 collaborate with stakeholders to ensure the compliance of designs with relevant health, safety and welfare regulations and legal framework 3 ensure that hazards and their consequences arising from operations and individual activities are identified and prioritised 4 ensure that hazards are assessed to identify the significance of risks on an iterative basis throughout the development process
context
- COSCSMO06Identify and assess hazards, and identify risks
  Identify and assess hazards, and identify risks
  
  • Clients:
  
  ‐ customers
  
  ‐ owners
  
  ‐ users
  
  ‐ occupiers
  
  • Relevant health, safety and welfare regulations and legal framework:
  
  ‐ current health, safety and welfare regulations
  
  ‐ Construction and Building Regulations
  
  ‐ international law, standards and practice
  
  ‐ contract and procurement
  
  • Stakeholders:
  
  ‐ CDM co-ordinator (or recognised body under the CDM code of practice)
  
  ‐ other designers
  
  ‐ advisors
  
  ‐ clients
  
  ‐ construction managers
  
  ‐ contractors and specialist contractors
  
  • Hazards:
  
  ‐ working at height
  
  ‐ slips, trips and falls (same height)
  
  ‐ debris
  
  ‐ falling or moving objects
  
  ‐ incorrect manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ obstructions
  
  ‐ moving vehicles
  
  ‐ water
  
  ‐ lack of security/breaches
  
  ‐ sector or context specific
  
  • Consequences:
  
  ‐ injuring people
  
  ‐ causing ill health
  
  ‐ damaging property
  
  ‐ adversely affecting the natural and built environment
  
  ‐ contravening legislative requirements
  
  ‐ litigation and prosecution
  
  ‐ causing adverse publicity/perception
  
  ‐ working conditions and circumstances, buildability
  
  ‐ alienating workforce/team members
  
  ‐ economic and business factors (positive or negative)
  
  ‐ language barriers
  
  • Operations and individual activities during:
  
  ‐ site establishment
  
  ‐ constructing (infrastructure, structure, building fabric, prefabrication, finishes, services and equipment, landscape, temporary works)
  
  ‐ using and operating plant and machinery
  
  ‐ cleaning
  
  ‐ maintaining
  
  ‐ altering
  
  ‐ demolition
  
  ‐ commissioning and decommissioning
  
  ‐ refurbishing
  
  ‐ proximity to existing services and obstructions
  
  • Assess:
  
  ‐ likelihood of occurrence
  
  ‐ severity of harm incurred
  
  • Significance of risks:
  
  ‐ common
  
  ‐ generic
  
  ‐ not obvious to a competent contractor or designer
  
  ‐ likely to be difficult to manage effectively
- COSCSMO06Make design choices to reduce health and safety risks
  Make design choices to reduce health and safety risks
  
  • Hazards:
  
  ‐ working at height
  
  ‐ slips, trips and falls (same height)
  
  ‐ debris
  
  ‐ falling or moving objects
  
  ‐ incorrect manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ obstructions
  
  ‐ moving vehicles
  
  ‐ water
  
  ‐ lack of security/breaches
  
  ‐ sector or context specific
  
  • Developing and modifying design:
  
  ‐ identifying project requirements
  
  ‐ planning
  
  ‐ investigation
  
  ‐ verifying competence and resources
  
  ‐ analysis
  
  ‐ identifying interactions
  
  ‐ calculation
  
  ‐ testing
  
  ‐ selecting materials, components and systems
  
  ‐ assessing costs & benefits (including life cycle)
  
  ‐ detailing and specifying
  
  ‐ assessing buildability
  
  • Measures:
  
  ‐ control at sources
  
  ‐ cumulative protection
  
  ‐ manage residual risks
  
  • Risks:
  
  ‐ common
  
  ‐ generic
  
  ‐ not obvious to a competent contractor or designer
  
  ‐ likely to be difficult to manage effectively
  
  • Relevant health and safety regulations and guidelines:
  
  ‐ current health, safety and welfare regulations
  
  ‐ Construction and Building Regulations
  
  ‐ international law, standards and practice
  
  ‐ codes of practice
  
  ‐ industry guides
  
  • Other people involved:
  
  ‐ contractors
  
  ‐ cleaners
  
  ‐ maintainers
  
  ‐ owners
  
  ‐ users
  
  • Design documentation:
  
  ‐ drawings
  
  ‐ specifications
  
  ‐ models
  
  ‐ calculations
  
  ‐ Health and safety plans and files
- COSCSMO06Manage the design process
  Manage the design process
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ CDM Coordinator (or recognised body under the CDM code of practice)
  
  ‐ consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ regulatory authorities
  
  ‐ facilities/asset maintenance managers
  
  ‐ users
  
  ‐ general public
  
  ‐ site visitors
  
  • Project Stages:
  
  ‐ Stage 4 (Design)
  
  ‐ Stage 5 (Build and Commission)
  
  • Format:
  
  ‐ in writing
  
  ‐ graphically
  
  ‐ electronically
  
  • Parts of the overall project design:
  
  ‐ location and size
  
  ‐ assembly and construction/installation
  
  ‐ components and systems
  
  ‐ specification
  
  ‐ environmental assessment objectives
  
  • Maintain coherence and consistency:
  
  ‐ visual and spatial
  
  ‐ functional performance
  
  ‐ technical performance
  
  ‐ quality
  
  ‐ requirements of relevant legislation and codes
  
  ‐ obsolescence/design life
  
  ‐ cost
  
  ‐ health and safety
  
  ‐ environmental factors
  
  ‐ sustainability
  
  ‐ buildability/disassembly
  
  ‐ maintenance/operation and use
  
  ‐ value management
  
  ‐ concurrent design and construction
  
  ‐ minimise emissions and waste
  
  ‐ energy use (U value calculations, Building Energy Assessment. carbon rating)
  
  ‐ protect archaeological and historically valuable resources
  
  ‐ carbon footprint
  
  ‐ grey water usage
  
  ‐ risk/confidence in information
  
  • Techniques:
  
  ‐ data research
  
  ‐ comparison with regulations
  
  ‐ specialist guidance and best practice
  
  ‐ relevant previous solutions and feedback
  
  ‐ computer modelling
  
  ‐ Building Information Modelling
  
  ‐ calculation
  
  ‐ lifetime impact modelling
  
  ‐ maintain risk register
  
  ‐ performance dynamic modelling
  
  ‐ comparison of costs of new and renewable energy
present the information in a way which promotes the goodwill and trust of the audience
cosbimb54.1 present the information in a way which promotes the goodwill and trust of the audience
context
- cosbimb54.1Presentation methods:
  Presentation methods:
  
  • documentary
  
  • design quality benchmarking analysis
  
  • comparative studies with similar projects
  
  • illustrated oral presentations
  
  • computer modelled simulations
  
  • public exhibition
- cosbimb54.1 cosbimb54.2Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb54.1 cosbedmc02Presentation media:
  Presentation media:
  
  • sketches
  
  • drawings and projections
  
  • physical models
  
  • computer generated data
  
  • diagrams
  
  • mathematical modelling
  
  • photo-montage
  
  • mock-ups
  
  • written reports
  
  • simulation computer models
- cosbimb54.1Audience:
  Audience:
  
  • client
  
  • CDM coordinator
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in development programme
  
  • prospective occupiers
  
  • prospective users
  
  • community groups
  
  • regulatory authorities
  
  • public interest organisations
  
  • media
  
  • facilities/asset managers
- cosbimb54.1Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
ensure accuracy by only using calibrated equipment
cosvx06 ensure accuracy by only using calibrated equipment
context
- cosvx06Test:
  Test:
  
  • structure
  
  • materials
  
  • environment
  
  • services
- cosvx06Safe working practices:
  Safe working practices:
  
  • personal safety equipment and clothing
  
  • safe use of access as required under health and safety legislation
  
  • Industry Codes of Practice and Regulations applying to the test site and the tests being conducted
  
  • as identified by risk assessments
- cosvx06Test data:
  Test data:
  
  • physical
  
  • condition
  
  • performance
give stakeholders clear and accurate advice on how to interpret the forecast
cosbimb53.2 cosbimb53.1 give stakeholders clear and accurate advice on how to interpret the forecast
context
- cosbimb53.2Stakeholders: the client financial advisers consultants potential contractors potential subcontractors and suppliers potential investors partners in the development programme facilities/asset managers
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb53.2Whole life:
  Whole life:
  
  • energy sources and infrastructure
  
  • design stage
  
  • materials and components (including embodied energy)
  
  • construction and installation
  
  • energy use (space heating, space cooling/ventilation, hot water, grey water lighting, power for equipment)
  
  • operations/maintenance
  
  • demolition/decommissioning
- cosbimb53.2Assess and quantify
  Assess and quantify
  
  • cost benefit analysis
  
  • whole life
  
  • life cycle costing
  
  • lifetime impact modelling
  
  • in-use asset performance
  
  • carbon accounting
  
  • value management feasibility studies
  
  • elemental cost planning
  
  • risk management
  
  • cost effective out-performance of statutory requirements
- cosbimb53.2Project Stages:
  Project Stages:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
- cosbimb53.2Stage 5 (Build and Commission)
  Stage 5 (Build and Commission)
- cosbimb53.2 cosbimb53.1Apply:
  Apply:
  
  • calculating
  
  • computer generated
  
  • Building Information Modelling
- cosbimb53.2Sources of cost data: Building Cost Information Service published cost analyses and indices databases historical data specialist quotations
  Sources of cost data:
  
  • Building Cost Information Service
  
  • published cost analyses and indices
  
  • databases
  
  • historical data
  
  • specialist quotations
- cosbimb53.2Present:
  Present:
  
  • orally
  
  ‐ in writing
  
  ‐ graphically
  
  ‐ electronically
select the preferred design solutions and present them to people who have an interest
cosbimb52.2 select the preferred design solutions and present them to people who have an interest
context
- cosbimb52.2Identify
  Identify
  
  • standard lists and procedures
  
  • investigative research
  
  • surveys and assessments of existing buildings
- cosbimb52.2 cosbimb51 cosbimb54.2Technical characteristics:
  Technical characteristics:
  
  • structural forms
  
  • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
  
  • available and projected technology (including renewable energy)
  
  • prefabricated components and system options
  
  • performance, quality, operation and maintenance requirements
  
  • building physics (energy performance of structures, insulation, fire protection)
  
  • materials form, performance, appearance, availability, sustainability, efficiency of use
  
  • building services integration and control
- cosbimb52.2Environmental characteristics: local ecology hydrology (tides and currents and flood risk water use exposure/shelter/shading heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows) thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness) daylight and illumination acoustics energy & natural resource use and management interaction of users and buildings, carbon (embodied and in-use) and carbon rating resource/waste management pollution risk and reduction of emissions and waste
  Environmental characteristics:
  
  • local ecology
  
  • hydrology (tides and currents and flood risk
  
  • water use
  
  • exposure/shelter/shading
  
  • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
  
  • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
  
  • daylight and illumination
  
  • acoustics
  
  • energy & natural resource use and management
  
  • interaction of users and buildings,
  
  • carbon (embodied and in-use) and carbon rating
  
  • resource/waste management
  
  • pollution risk and reduction of emissions and waste
- cosbimb52.2Project Stages: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stages:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb52.2Interactions between different characteristics:
  Interactions between different characteristics:
  
  • orientation
  
  • effects of location, shelter and shading
  
  • building form and structure - new and existing
  
  • properties of construction fabric
  
  • thermal bridging and air leakage
  
  • building services engineering
  
  • hygro-thermal performance (transportation of heat, air and moisture through the building envelope)
  
  • thermal transmittance, thermal bypasses, sequencing of construction processes, location and continuity of insulation
  
  • passive design and new active technology/ products/innovations
  
  • new and renewable energy systems
  
  • electromagnetic compatibility
  
  • embedded energy
- cosbimb52.2Design parameters client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb52.2 cosbimb51Present:
  Present:
  
  • sketches
  
  • drawings
  
  • physical models
  
  • electronically
  
  • diagrams
  
  • mathematical modelling
  
  • photomontage
  
  • mock-ups
  
  • written reports
  
  • cost estimates
  
  • orally
  
  • aurally
  
  • Building Information Modelling
discuss the ways in which the brief can be developed, explain the implications of doing so, and keep an accurate record of any decisions
cosbimb15 discuss the ways in which the brief can be developed, explain the implications of doing so, and keep an accurate record of any decisions
context
- cosbimb15 cosbimb21.2Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb15Framework - will include:
  Framework - will include:
  
  • the client requirements
  
  • project stage information requirements
  
  • user requirements
  
  • design quality requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • cost requirements
  
  • business opportunities and objectives
  
  • risk factors
  
  • health, safety and welfare requirements
  
  • environmental requirements, benefits and sustainability
  
  • current and future needs
  
  • functional requirements
  
  • energy, water and natural resource management
  
  • reduce emissions
  
  • low carbon use
  
  • compliance with local, regional national development strategies
  
  • Building Information Modelling
  
  • insurance risks/opportunities associated with new technologies
  
  • adaptation and mitigation
  
  • demolition strategies
- cosbimb15Select - data:
  Select - data:
  
  • critical design parameters
  
  • the scale and sensitivity of the project
  
  • validity of data in any subsequent process of evaluation or appeal
- cosbimb15Analyse:
  Analyse:
  
  • comparison with similar projects
  
  • standard checklists
  
  • reference to relevant comparative research
  
  • benchmarking tools
- cosbimb15Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • using physical models
  
  • preparing exhibitions
negotiate a clear and mutually acceptable agreement on the brief which is in sufficient detail to allow work to start on the next stage of the project
cosbimb15 negotiate a clear and mutually acceptable agreement on the brief which is in sufficient detail to allow work to start on the next stage of the project
context
- cosbimb15 cosbimb21.2Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb15Framework - will include:
  Framework - will include:
  
  • the client requirements
  
  • project stage information requirements
  
  • user requirements
  
  • design quality requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • cost requirements
  
  • business opportunities and objectives
  
  • risk factors
  
  • health, safety and welfare requirements
  
  • environmental requirements, benefits and sustainability
  
  • current and future needs
  
  • functional requirements
  
  • energy, water and natural resource management
  
  • reduce emissions
  
  • low carbon use
  
  • compliance with local, regional national development strategies
  
  • Building Information Modelling
  
  • insurance risks/opportunities associated with new technologies
  
  • adaptation and mitigation
  
  • demolition strategies
- cosbimb15Select - data:
  Select - data:
  
  • critical design parameters
  
  • the scale and sensitivity of the project
  
  • validity of data in any subsequent process of evaluation or appeal
- cosbimb15Analyse:
  Analyse:
  
  • comparison with similar projects
  
  • standard checklists
  
  • reference to relevant comparative research
  
  • benchmarking tools
- cosbimb15Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • using physical models
  
  • preparing exhibitions
modify the draft to reflect the discussion and relevant points which have been raised
cosbimb15 modify the draft to reflect the discussion and relevant points which have been raised
context
- cosbimb15 cosbimb21.2Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb15Framework - will include:
  Framework - will include:
  
  • the client requirements
  
  • project stage information requirements
  
  • user requirements
  
  • design quality requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • cost requirements
  
  • business opportunities and objectives
  
  • risk factors
  
  • health, safety and welfare requirements
  
  • environmental requirements, benefits and sustainability
  
  • current and future needs
  
  • functional requirements
  
  • energy, water and natural resource management
  
  • reduce emissions
  
  • low carbon use
  
  • compliance with local, regional national development strategies
  
  • Building Information Modelling
  
  • insurance risks/opportunities associated with new technologies
  
  • adaptation and mitigation
  
  • demolition strategies
- cosbimb15Select - data:
  Select - data:
  
  • critical design parameters
  
  • the scale and sensitivity of the project
  
  • validity of data in any subsequent process of evaluation or appeal
- cosbimb15Analyse:
  Analyse:
  
  • comparison with similar projects
  
  • standard checklists
  
  • reference to relevant comparative research
  
  • benchmarking tools
- cosbimb15Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • using physical models
  
  • preparing exhibitions
explain and discuss any significant constraints, framework opportunities and areas of uncertainty
cosbimb15 explain and discuss any significant constraints, framework opportunities and areas of uncertainty
context
- cosbimb15 cosbimb21.2Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb15Framework - will include:
  Framework - will include:
  
  • the client requirements
  
  • project stage information requirements
  
  • user requirements
  
  • design quality requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • cost requirements
  
  • business opportunities and objectives
  
  • risk factors
  
  • health, safety and welfare requirements
  
  • environmental requirements, benefits and sustainability
  
  • current and future needs
  
  • functional requirements
  
  • energy, water and natural resource management
  
  • reduce emissions
  
  • low carbon use
  
  • compliance with local, regional national development strategies
  
  • Building Information Modelling
  
  • insurance risks/opportunities associated with new technologies
  
  • adaptation and mitigation
  
  • demolition strategies
- cosbimb15Select - data:
  Select - data:
  
  • critical design parameters
  
  • the scale and sensitivity of the project
  
  • validity of data in any subsequent process of evaluation or appeal
- cosbimb15Analyse:
  Analyse:
  
  • comparison with similar projects
  
  • standard checklists
  
  • reference to relevant comparative research
  
  • benchmarking tools
- cosbimb15Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • using physical models
  
  • preparing exhibitions
prepare a draft brief clearly, accurately, unambiguously and within the time agreed, and present the brief to stakeholders
cosbimb15 prepare a draft brief clearly, accurately, unambiguously and within the time agreed, and present the brief to stakeholders
context
- cosbimb15 cosbimb21.2Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb15Framework - will include:
  Framework - will include:
  
  • the client requirements
  
  • project stage information requirements
  
  • user requirements
  
  • design quality requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • cost requirements
  
  • business opportunities and objectives
  
  • risk factors
  
  • health, safety and welfare requirements
  
  • environmental requirements, benefits and sustainability
  
  • current and future needs
  
  • functional requirements
  
  • energy, water and natural resource management
  
  • reduce emissions
  
  • low carbon use
  
  • compliance with local, regional national development strategies
  
  • Building Information Modelling
  
  • insurance risks/opportunities associated with new technologies
  
  • adaptation and mitigation
  
  • demolition strategies
- cosbimb15Select - data:
  Select - data:
  
  • critical design parameters
  
  • the scale and sensitivity of the project
  
  • validity of data in any subsequent process of evaluation or appeal
- cosbimb15Analyse:
  Analyse:
  
  • comparison with similar projects
  
  • standard checklists
  
  • reference to relevant comparative research
  
  • benchmarking tools
- cosbimb15Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • using physical models
  
  • preparing exhibitions
estimate and confirm the cost and timescale of the project
cosbimb15 estimate and confirm the cost and timescale of the project
context
- cosbimb15 cosbimb21.2Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb15Framework - will include:
  Framework - will include:
  
  • the client requirements
  
  • project stage information requirements
  
  • user requirements
  
  • design quality requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • cost requirements
  
  • business opportunities and objectives
  
  • risk factors
  
  • health, safety and welfare requirements
  
  • environmental requirements, benefits and sustainability
  
  • current and future needs
  
  • functional requirements
  
  • energy, water and natural resource management
  
  • reduce emissions
  
  • low carbon use
  
  • compliance with local, regional national development strategies
  
  • Building Information Modelling
  
  • insurance risks/opportunities associated with new technologies
  
  • adaptation and mitigation
  
  • demolition strategies
- cosbimb15Select - data:
  Select - data:
  
  • critical design parameters
  
  • the scale and sensitivity of the project
  
  • validity of data in any subsequent process of evaluation or appeal
- cosbimb15Analyse:
  Analyse:
  
  • comparison with similar projects
  
  • standard checklists
  
  • reference to relevant comparative research
  
  • benchmarking tools
- cosbimb15Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • using physical models
  
  • preparing exhibitions
select data which is relevant and valid, analyse it and qualify its status
cosbimb15 select data which is relevant and valid, analyse it and qualify its status
context
- cosbimb15 cosbimb21.2Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb15Framework - will include:
  Framework - will include:
  
  • the client requirements
  
  • project stage information requirements
  
  • user requirements
  
  • design quality requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • cost requirements
  
  • business opportunities and objectives
  
  • risk factors
  
  • health, safety and welfare requirements
  
  • environmental requirements, benefits and sustainability
  
  • current and future needs
  
  • functional requirements
  
  • energy, water and natural resource management
  
  • reduce emissions
  
  • low carbon use
  
  • compliance with local, regional national development strategies
  
  • Building Information Modelling
  
  • insurance risks/opportunities associated with new technologies
  
  • adaptation and mitigation
  
  • demolition strategies
- cosbimb15Select - data:
  Select - data:
  
  • critical design parameters
  
  • the scale and sensitivity of the project
  
  • validity of data in any subsequent process of evaluation or appeal
- cosbimb15Analyse:
  Analyse:
  
  • comparison with similar projects
  
  • standard checklists
  
  • reference to relevant comparative research
  
  • benchmarking tools
- cosbimb15Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • using physical models
  
  • preparing exhibitions
check any relevant investigations which have already been made, identify information which is not valid, and obtain additional valid information which is needed
cosbimb15 check any relevant investigations which have already been made, identify information which is not valid, and obtain additional valid information which is needed
context
- cosbimb15 cosbimb21.2Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb15Framework - will include:
  Framework - will include:
  
  • the client requirements
  
  • project stage information requirements
  
  • user requirements
  
  • design quality requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • cost requirements
  
  • business opportunities and objectives
  
  • risk factors
  
  • health, safety and welfare requirements
  
  • environmental requirements, benefits and sustainability
  
  • current and future needs
  
  • functional requirements
  
  • energy, water and natural resource management
  
  • reduce emissions
  
  • low carbon use
  
  • compliance with local, regional national development strategies
  
  • Building Information Modelling
  
  • insurance risks/opportunities associated with new technologies
  
  • adaptation and mitigation
  
  • demolition strategies
- cosbimb15Select - data:
  Select - data:
  
  • critical design parameters
  
  • the scale and sensitivity of the project
  
  • validity of data in any subsequent process of evaluation or appeal
- cosbimb15Analyse:
  Analyse:
  
  • comparison with similar projects
  
  • standard checklists
  
  • reference to relevant comparative research
  
  • benchmarking tools
- cosbimb15Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • using physical models
  
  • preparing exhibitions
define and agree with the stakeholders the information required to make effective decisions about the project
cosbimb15 define and agree with the stakeholders the information required to make effective decisions about the project
context
- cosbimb15 cosbimb21.2Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb15Framework - will include:
  Framework - will include:
  
  • the client requirements
  
  • project stage information requirements
  
  • user requirements
  
  • design quality requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • cost requirements
  
  • business opportunities and objectives
  
  • risk factors
  
  • health, safety and welfare requirements
  
  • environmental requirements, benefits and sustainability
  
  • current and future needs
  
  • functional requirements
  
  • energy, water and natural resource management
  
  • reduce emissions
  
  • low carbon use
  
  • compliance with local, regional national development strategies
  
  • Building Information Modelling
  
  • insurance risks/opportunities associated with new technologies
  
  • adaptation and mitigation
  
  • demolition strategies
- cosbimb15Select - data:
  Select - data:
  
  • critical design parameters
  
  • the scale and sensitivity of the project
  
  • validity of data in any subsequent process of evaluation or appeal
- cosbimb15Analyse:
  Analyse:
  
  • comparison with similar projects
  
  • standard checklists
  
  • reference to relevant comparative research
  
  • benchmarking tools
- cosbimb15Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • using physical models
  
  • preparing exhibitions
identify and agree the stakeholders' requirements, opinions and aspirations and prepare a framework for a proposed project
cosbimb15 identify and agree the stakeholders' requirements, opinions and aspirations and prepare a framework for a proposed project
context
- cosbimb15 cosbimb21.2Stakeholders:
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb15Framework - will include:
  Framework - will include:
  
  • the client requirements
  
  • project stage information requirements
  
  • user requirements
  
  • design quality requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • cost requirements
  
  • business opportunities and objectives
  
  • risk factors
  
  • health, safety and welfare requirements
  
  • environmental requirements, benefits and sustainability
  
  • current and future needs
  
  • functional requirements
  
  • energy, water and natural resource management
  
  • reduce emissions
  
  • low carbon use
  
  • compliance with local, regional national development strategies
  
  • Building Information Modelling
  
  • insurance risks/opportunities associated with new technologies
  
  • adaptation and mitigation
  
  • demolition strategies
- cosbimb15Select - data:
  Select - data:
  
  • critical design parameters
  
  • the scale and sensitivity of the project
  
  • validity of data in any subsequent process of evaluation or appeal
- cosbimb15Analyse:
  Analyse:
  
  • comparison with similar projects
  
  • standard checklists
  
  • reference to relevant comparative research
  
  • benchmarking tools
- cosbimb15Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • using physical models
  
  • preparing exhibitions
analyse and test the design solutions against all relevant characteristics and design parameters parameters, and re-check the results
cosbimb52.2 analyse and test the design solutions against all relevant characteristics and design parameters parameters, and re-check the results
context
- cosbimb52.2Identify
  Identify
  
  • standard lists and procedures
  
  • investigative research
  
  • surveys and assessments of existing buildings
- cosbimb52.2 cosbimb51 cosbimb54.2Technical characteristics:
  Technical characteristics:
  
  • structural forms
  
  • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
  
  • available and projected technology (including renewable energy)
  
  • prefabricated components and system options
  
  • performance, quality, operation and maintenance requirements
  
  • building physics (energy performance of structures, insulation, fire protection)
  
  • materials form, performance, appearance, availability, sustainability, efficiency of use
  
  • building services integration and control
- cosbimb52.2Environmental characteristics: local ecology hydrology (tides and currents and flood risk water use exposure/shelter/shading heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows) thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness) daylight and illumination acoustics energy & natural resource use and management interaction of users and buildings, carbon (embodied and in-use) and carbon rating resource/waste management pollution risk and reduction of emissions and waste
  Environmental characteristics:
  
  • local ecology
  
  • hydrology (tides and currents and flood risk
  
  • water use
  
  • exposure/shelter/shading
  
  • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
  
  • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
  
  • daylight and illumination
  
  • acoustics
  
  • energy & natural resource use and management
  
  • interaction of users and buildings,
  
  • carbon (embodied and in-use) and carbon rating
  
  • resource/waste management
  
  • pollution risk and reduction of emissions and waste
- cosbimb52.2Project Stages: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stages:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb52.2Interactions between different characteristics:
  Interactions between different characteristics:
  
  • orientation
  
  • effects of location, shelter and shading
  
  • building form and structure - new and existing
  
  • properties of construction fabric
  
  • thermal bridging and air leakage
  
  • building services engineering
  
  • hygro-thermal performance (transportation of heat, air and moisture through the building envelope)
  
  • thermal transmittance, thermal bypasses, sequencing of construction processes, location and continuity of insulation
  
  • passive design and new active technology/ products/innovations
  
  • new and renewable energy systems
  
  • electromagnetic compatibility
  
  • embedded energy
- cosbimb52.2Design parameters client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb52.2 cosbimb51Present:
  Present:
  
  • sketches
  
  • drawings
  
  • physical models
  
  • electronically
  
  • diagrams
  
  • mathematical modelling
  
  • photomontage
  
  • mock-ups
  
  • written reports
  
  • cost estimates
  
  • orally
  
  • aurally
  
  • Building Information Modelling
identify where alternative resources may potentially meet the technical and production factors and recommend their use to decision makers
cosbimd21.1 identify where alternative resources may potentially meet the technical and production factors and recommend their use to decision makers
context
- cosbimd21.1 cosbimd21.2Project information:
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.1Resources:
  Resources:
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • Common Data Environment (CDE)
  
  • land
  
  • construction materials, products and systems
  
  • building services installations
  
  • construction plant and equipment
  
  • site facilities and ancillary site services
- cosbimd21.1Work methods:
  Work methods:
  
  • sequencing and integration of work operations
  
  • organisation of resources (people, plant, materials, finance)
  
  • management of information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • physical
  
  • construction and installation techniques
  
  • temporary works
  
  • prefabrication and standardisation (volumetric pods, panelised hybrid)
  
  • working conditions (health, safety and welfare)
  
  • new materials and technologies
  
  • use and properties of low energy materials
  
  • use and properties of recyclates
- cosbimd21.1Identify:
  Identify:
  
  • review of specified development requirements
  
  • standard lists and procedures
  
  • investigative and market research
- cosbimd21.1Technical:
  Technical:
  
  • project type
  
  • purpose
  
  • client, user and community expectations, options and preferences
  
  • site and location
  
  • durability/obsolescence
  
  • scale
  
  • occupancy
  
  • legal and regulatory constraints
  
  • flexibility and adaptability
  
  • adjacent site conditions
  
  • surrounding environment
  
  • specified technical performance standards
  
  • available and projected technology
  
  • health and safety
  
  • quality
  
  • cost including whole-life costs
  
  • security
  
  • certification & accreditation of products & build systems
  
  • low carbon
  
  • alternative energy sources
  
  • energy usage and efficiency
  
  • embodied carbon
  
  • life cycle assessment and costing (raw material extraction, transport, manufacture, use and disposal)
  
  • environmental impact
  
  • sustainability
- cosbimd21.1Production:
  Production:
  
  • planning and coordinating construction processes (including lean construction)
  
  • pre-fabrication and off-site manufacture
  
  • degree of inter-connectedness between building components (e.g. bathroom & kitchen pods)
  
  • buildability and on-site activity (remove inefficiency - design out waste, materials recovery and reuse)
  
  • ease of maintenance
  
  • costs and availability of replacement parts (including any bespoke components and ease of installation)
  
  • service support
  
  • skills needs
  
  • costs and availability of labour “ ease with which local trades could undertake repairs/alterations, or the need to employ manufacturerapproved contractors
  
  • advice of experts, including experienced craftspeople and suppliers
- cosbimd21.1Viability:
  Viability:
  
  • certification and accreditation
  
  • potential impact on programming, processes and site workforce
  
  • compliance with regulations
  
  • compliance with industry recognised standards
  
  • new legislation and standards and options for compliance
  
  • benefits and disadvantages
define, agree and record amendments and variations to the agreed design parameters which are required by the client and can be demonstrated
cosbimb54.1 define, agree and record amendments and variations to the agreed design parameters which are required by the client and can be demonstrated
context
- cosbimb54.1Presentation methods:
  Presentation methods:
  
  • documentary
  
  • design quality benchmarking analysis
  
  • comparative studies with similar projects
  
  • illustrated oral presentations
  
  • computer modelled simulations
  
  • public exhibition
- cosbimb54.1 cosbimb54.2Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb54.1 cosbedmc02Presentation media:
  Presentation media:
  
  • sketches
  
  • drawings and projections
  
  • physical models
  
  • computer generated data
  
  • diagrams
  
  • mathematical modelling
  
  • photo-montage
  
  • mock-ups
  
  • written reports
  
  • simulation computer models
- cosbimb54.1Audience:
  Audience:
  
  • client
  
  • CDM coordinator
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in development programme
  
  • prospective occupiers
  
  • prospective users
  
  • community groups
  
  • regulatory authorities
  
  • public interest organisations
  
  • media
  
  • facilities/asset managers
- cosbimb54.1Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
prepare clear and accurate presentational media which support the design options and use them to facilitate discussions
cosbimb54.1 prepare clear and accurate presentational media which support the design options and use them to facilitate discussions
context
- cosbimb54.1Presentation methods:
  Presentation methods:
  
  • documentary
  
  • design quality benchmarking analysis
  
  • comparative studies with similar projects
  
  • illustrated oral presentations
  
  • computer modelled simulations
  
  • public exhibition
- cosbimb54.1 cosbimb54.2Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb54.1 cosbedmc02Presentation media:
  Presentation media:
  
  • sketches
  
  • drawings and projections
  
  • physical models
  
  • computer generated data
  
  • diagrams
  
  • mathematical modelling
  
  • photo-montage
  
  • mock-ups
  
  • written reports
  
  • simulation computer models
- cosbimb54.1Audience:
  Audience:
  
  • client
  
  • CDM coordinator
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in development programme
  
  • prospective occupiers
  
  • prospective users
  
  • community groups
  
  • regulatory authorities
  
  • public interest organisations
  
  • media
  
  • facilities/asset managers
- cosbimb54.1Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
choose presentation methods and techniques which make the best use of resources and have the potential to communicate design ideas clearly appropriate to the project stage
cosbimb54.1 cosbedmc02 choose presentation methods and techniques which make the best use of resources and have the potential to communicate design ideas clearly appropriate to the project stage
context
- cosbimb54.1Presentation methods:
  Presentation methods:
  
  • documentary
  
  • design quality benchmarking analysis
  
  • comparative studies with similar projects
  
  • illustrated oral presentations
  
  • computer modelled simulations
  
  • public exhibition
- cosbimb54.1 cosbimb54.2Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb54.1 cosbedmc02Presentation media:
  Presentation media:
  
  • sketches
  
  • drawings and projections
  
  • physical models
  
  • computer generated data
  
  • diagrams
  
  • mathematical modelling
  
  • photo-montage
  
  • mock-ups
  
  • written reports
  
  • simulation computer models
- cosbimb54.1Audience:
  Audience:
  
  • client
  
  • CDM coordinator
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in development programme
  
  • prospective occupiers
  
  • prospective users
  
  • community groups
  
  • regulatory authorities
  
  • public interest organisations
  
  • media
  
  • facilities/asset managers
- cosbimb54.1Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
agree with the project team and the client the purpose of the presentation and the presentation methods which will be used
cosbimb54.1 agree with the project team and the client the purpose of the presentation and the presentation methods which will be used
context
- cosbimb54.1Presentation methods:
  Presentation methods:
  
  • documentary
  
  • design quality benchmarking analysis
  
  • comparative studies with similar projects
  
  • illustrated oral presentations
  
  • computer modelled simulations
  
  • public exhibition
- cosbimb54.1 cosbimb54.2Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb54.1 cosbedmc02Presentation media:
  Presentation media:
  
  • sketches
  
  • drawings and projections
  
  • physical models
  
  • computer generated data
  
  • diagrams
  
  • mathematical modelling
  
  • photo-montage
  
  • mock-ups
  
  • written reports
  
  • simulation computer models
- cosbimb54.1Audience:
  Audience:
  
  • client
  
  • CDM coordinator
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in development programme
  
  • prospective occupiers
  
  • prospective users
  
  • community groups
  
  • regulatory authorities
  
  • public interest organisations
  
  • media
  
  • facilities/asset managers
- cosbimb54.1Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
comply with the given contract instructions to carry out the work efficiently to the required specification
cosvr101 cosvr100 comply with the given contract instructions to carry out the work efficiently to the required specification
knowledge
- cosvr101Given contract instructions how methods of work are carried out and problems reported how maintenance of tools and equipment is carried out
  Given contract instructions
  
  • how methods of work are carried out and problems reported
  
  • how maintenance of tools and equipment is carried out
context
- cosvr101 cosvr105 cosvr103demonstration of work skills to cut, position, assist and secure
  demonstration of work skills to cut, position, assist and secure
- cosvr101use and maintain hand tools and ancillary equipment
  use and maintain hand tools and ancillary equipment
- cosvr101assist in the preparation and installation of materials and ancillary items for built up bituminous roofing to given working instructions for at least one of the following
  assist in the preparation and installation of materials and ancillary items for built up bituminous roofing to given working instructions for at least one of the following
  
  • pour and roll applications
  
  • torch-on applications
calculate the relative effectiveness of different design solutions to achieve the most effective results to meet the design parameters
cosbimb52.2 calculate the relative effectiveness of different design solutions to achieve the most effective results to meet the design parameters
context
- cosbimb52.2Identify
  Identify
  
  • standard lists and procedures
  
  • investigative research
  
  • surveys and assessments of existing buildings
- cosbimb52.2 cosbimb51 cosbimb54.2Technical characteristics:
  Technical characteristics:
  
  • structural forms
  
  • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
  
  • available and projected technology (including renewable energy)
  
  • prefabricated components and system options
  
  • performance, quality, operation and maintenance requirements
  
  • building physics (energy performance of structures, insulation, fire protection)
  
  • materials form, performance, appearance, availability, sustainability, efficiency of use
  
  • building services integration and control
- cosbimb52.2Environmental characteristics: local ecology hydrology (tides and currents and flood risk water use exposure/shelter/shading heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows) thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness) daylight and illumination acoustics energy & natural resource use and management interaction of users and buildings, carbon (embodied and in-use) and carbon rating resource/waste management pollution risk and reduction of emissions and waste
  Environmental characteristics:
  
  • local ecology
  
  • hydrology (tides and currents and flood risk
  
  • water use
  
  • exposure/shelter/shading
  
  • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
  
  • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
  
  • daylight and illumination
  
  • acoustics
  
  • energy & natural resource use and management
  
  • interaction of users and buildings,
  
  • carbon (embodied and in-use) and carbon rating
  
  • resource/waste management
  
  • pollution risk and reduction of emissions and waste
- cosbimb52.2Project Stages: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stages:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb52.2Interactions between different characteristics:
  Interactions between different characteristics:
  
  • orientation
  
  • effects of location, shelter and shading
  
  • building form and structure - new and existing
  
  • properties of construction fabric
  
  • thermal bridging and air leakage
  
  • building services engineering
  
  • hygro-thermal performance (transportation of heat, air and moisture through the building envelope)
  
  • thermal transmittance, thermal bypasses, sequencing of construction processes, location and continuity of insulation
  
  • passive design and new active technology/ products/innovations
  
  • new and renewable energy systems
  
  • electromagnetic compatibility
  
  • embedded energy
- cosbimb52.2Design parameters client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb52.2 cosbimb51Present:
  Present:
  
  • sketches
  
  • drawings
  
  • physical models
  
  • electronically
  
  • diagrams
  
  • mathematical modelling
  
  • photomontage
  
  • mock-ups
  
  • written reports
  
  • cost estimates
  
  • orally
  
  • aurally
  
  • Building Information Modelling
Control project value and cost 22 ensure that appropriate project cost control systems are developed and implemented which are able to provide early warning of problems 23 ensure that value and cost data is collected regularly, recorded correctly and passed on to the people who need it in time for them to be able to use it 24 ensure that the correct work value and cost data are calculated from measurement of work quantity and payment rates 25 ensure that accurate value and cost data is prepared and presented in a format which will help people to make decisions 26 ensure that variations and trends in value and cost data are identified and quantify and cost them 27 ensure that any variations are investigated thoroughly and appropriate corrective action or amendment is agreed and implemented with the project team which will restore costs and expenditure to budget 28 ensure that systems and processes are developed and implemented for identifying opportunities for cost savings and recommend them to the project team 29 ensure that realistic opportunities for cost savings are identified and costed correctly and recommend them to the project team
COSCSMO15 Control project value and cost 22 ensure that appropriate project cost control systems are developed and implemented which are able to provide early warning of problems 23 ensure that value and cost data is collected regularly, recorded correctly and passed on to the people who need it in time for them to be able to use it 24 ensure that the correct work value and cost data are calculated from measurement of work quantity and payment rates 25 ensure that accurate value and cost data is prepared and presented in a format which will help people to make decisions 26 ensure that variations and trends in value and cost data are identified and quantify and cost them 27 ensure that any variations are investigated thoroughly and appropriate corrective action or amendment is agreed and implemented with the project team which will restore costs and expenditure to budget 28 ensure that systems and processes are developed and implemented for identifying opportunities for cost savings and recommend them to the project team 29 ensure that realistic opportunities for cost savings are identified and costed correctly and recommend them to the project team
context
- COSCSMO15Control projects against quality standards
  Control projects against quality standards
  
  • Quality standards:
  
  ‐ statutory requirements
  
  ‐ project specifications
  
  ‐ British Standards
  
  ‐ International Standards
  
  ‐ codes of practice
  
  ‐ organisation standards
  
  ‐ trade advisory guidance and best practice
  
  ‐ setting out information
  
  ‐ benchmarks
  
  ‐ dimensional control checks
  
  ‐ certification and accreditation of products, systems and personnel
  
  • Project team:
  
  ‐ client
  
  ‐ workforce
  
  ‐ contractors
  
  ‐ consultants
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  • Systems:
  
  ‐ inspection and test plans
  
  ‐ implementing corrective action
  
  ‐ records
  
  ‐ comparison with standard documentation
  
  ‐ comparison with manufacturer's documentation
  
  ‐ meetings
  
  ‐ contractors' reports
  
  ‐ site inspection reports
  
  ‐ dimension checks
  
  ‐ supply chain management
  
  ‐ audits
- COSCSMO15Ensure project compliance with legal and contractual requirements
  Ensure project compliance with legal and contractual requirements
  
  • Legal, contractual and industry standards requirements and responsibilities for:
  
  ‐ planning approvals and conditions
  
  ‐ building regulations
  
  ‐ environmental health
  
  ‐ health, safety and welfare
  
  ‐ environment (e.g. noise, dust, transport, emissions, waste management)
  
  ‐ compliance for new products & technologies
  
  ‐ certificates & accreditation on products, systems and personnel
  
  ‐ fire
  
  ‐ utilities
  
  ‐ highways
  
  ‐ heritage and conservation
  
  ‐ ecology
  
  ‐ development licenses and building permits
  
  ‐ employment practice
  
  ‐ community benefits
  
  ‐ bylaws
  
  ‐ non-statutory guidelines
  
  ‐ energy
  
  ‐ insurance
  
  ‐ warranties
  
  ‐ project activities
  
  ‐ security
  
  • Project team:
  
  ‐ client
  
  ‐ workforce
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  • Monitoring systems:
  
  ‐ inspection and test plans
  
  ‐ implementing corrective action
  
  ‐ records
  
  ‐ audits
  
  ‐ comparison with design requirements
  
  ‐ comparison with standard documentation
  
  ‐ checking manufacturers' documentation
  
  ‐ checking delivery notes
  
  ‐ sampling
  
  ‐ testing
  
  ‐ site inspection reports
  
  ‐ contractors' reports
  
  ‐ meetings
  
  ‐ dimension checks
  
  ‐ supply chain management
  
  • Corrective action:
  
  ‐ instigate contingency action
  
  ‐ restore compliance
  
  ‐ agree waiver
- COSCSMO15Control project progress against agreed programme
  Control project progress against agreed programme
  
  • Information:
  
  ‐ inspection and testing
  
  ‐ resource records
  
  ‐ site inspection reports
  
  ‐ contractors' reports
  
  ‐ certified payments
  
  ‐ written, graphical and electronic records of actual work against programmed work
  
  ‐ photographs
  
  ‐ meetings
  
  ‐ organisational procedures
  
  ‐ management reports
  
  ‐ benchmarks
  
  ‐ comparison with project requirements
  
  ‐ programmes
  
  ‐ schedule of deliverables
  
  ‐ supply chain management
  
  • Programmes:
  
  ‐ digital timeline model
  
  ‐ bar charts
  
  ‐ flow charts
  
  ‐ network analysis
  
  ‐ critical path
  
  ‐ line of balance
  
  ‐ time chainage
  
  ‐ action lists
  
  ‐ method statements
  
  ‐ check costs
  
  ‐ control systems
  
  ‐ as built programme
  
  ‐ project expenditure forecasts
  
  • Resources:
  
  ‐ people
  
  ‐ plant and equipment
  
  ‐ materials and components
  
  ‐ finance
  
  ‐ time
  
  ‐ specialist services
  
  ‐ public utility services
  
  ‐ Information
  
  • Project team:
  
  ‐ client
  
  ‐ workforce
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  ‐ facilities/asset manager
  
  • Deviations:
  
  ‐ resource shortages
  
  ‐ design problems and constraints
  
  ‐ industrial disputes
  
  ‐ lack of essential construction information
  
  ‐ construction errors and rework
  
  ‐ weather conditions
  
  ‐ physical constraints
  
  ‐ legal
  
  ‐ environmental
  
  ‐ poor scope definition
  
  ‐ contract variation
  
  ‐ force majeure
  
  • Quantify:
  
  ‐ method study
  
  ‐ work study
  
  ‐ production analysis
  
  ‐ cost implication
  
  • Corrective action:
  
  ‐ restore progress in accordance with agreed programme
  
  ‐ agree new completion dates
  
  ‐ secure additional resources
  
  ‐ alter planned work
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ prospective occupiers/owners
  
  ‐ prospective users
  
  ‐ regulatory authorities
  
  ‐ government agencies
  
  ‐ public interest organisations
  
  ‐ public utilities
- COSCSMO15Control project value and costs
  Control project value and costs
  
  • Project cost control systems:
  
  ‐ contractual procedures and meetings
  
  ‐ operational procedures and meetings
  
  ‐ open book accounting
  
  ‐ electronic recording
  
  • Value and cost data:
  
  ‐ materials and quantities
  
  ‐ plant and equipment
  
  ‐ people
  
  ‐ sub-contractors
  
  ‐ dayworks
  
  ‐ periodic valuations
  
  ‐ final accounts
  
  ‐ retention sums
  
  ‐ forecasts of expenditure
  
  ‐ performance information
  
  ‐ indirect costs
  
  ‐ variations
  
  ‐ contract programme and progress
  
  • Corrective action:
  
  ‐ contract programme and progress
  
  ‐ control expenditure to conform with budgets
  
  ‐ agree additional costs
  
  ‐ make a contract claim
  
  ‐ mitigation strategy
  
  • Project team:
  
  ‐ client
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  • Opportunities for cost saving:
  
  ‐ increase productivity
  
  ‐ waste reduction and management
  
  ‐ modify project management systems
  
  ‐ resource management and logistics
  
  ‐ applications of new technologies and materials
  
  ‐ energy management
  
  ‐ water
  
  ‐ recycling/materials
  
  ‐ alternative sources and types of materials
  
  ‐ reduce plant and labour resource
  
  ‐ variations in quality
  
  ‐ standardisation
  
  ‐ value engineering
  
  ‐ apply lean construction principles
  
  ‐ design out waste
  
  ‐ lean manufacturing principles
  
  ‐ offsite construction
Control project progress against agreed programme 14 develop and implement systems to monitor and record information on the progress of the project against the agreed programme 15 collect and analyse information regularly and summarise it 16 identify inadequately and inappropriately specified resources, inform project team and specify and obtain alternative resources 17 ensure that any progress deviations are identified and quantified 18 investigate the circumstances of any deviations thoroughly and agree and implement corrective action 19 recommend options which are most likely to minimise increases in time and help the project progress, and pass these on to the project team 20 regularly inform the project team and stakeholders about progress, changes to the programme, resource needs, and suggest the decisions and actions that need to be taken 21 identify improvements from feedback received and recommend them to project team and stakeholders
COSCSMO15 Control project progress against agreed programme 14 develop and implement systems to monitor and record information on the progress of the project against the agreed programme 15 collect and analyse information regularly and summarise it 16 identify inadequately and inappropriately specified resources, inform project team and specify and obtain alternative resources 17 ensure that any progress deviations are identified and quantified 18 investigate the circumstances of any deviations thoroughly and agree and implement corrective action 19 recommend options which are most likely to minimise increases in time and help the project progress, and pass these on to the project team 20 regularly inform the project team and stakeholders about progress, changes to the programme, resource needs, and suggest the decisions and actions that need to be taken 21 identify improvements from feedback received and recommend them to project team and stakeholders
context
- COSCSMO15Control projects against quality standards
  Control projects against quality standards
  
  • Quality standards:
  
  ‐ statutory requirements
  
  ‐ project specifications
  
  ‐ British Standards
  
  ‐ International Standards
  
  ‐ codes of practice
  
  ‐ organisation standards
  
  ‐ trade advisory guidance and best practice
  
  ‐ setting out information
  
  ‐ benchmarks
  
  ‐ dimensional control checks
  
  ‐ certification and accreditation of products, systems and personnel
  
  • Project team:
  
  ‐ client
  
  ‐ workforce
  
  ‐ contractors
  
  ‐ consultants
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  • Systems:
  
  ‐ inspection and test plans
  
  ‐ implementing corrective action
  
  ‐ records
  
  ‐ comparison with standard documentation
  
  ‐ comparison with manufacturer's documentation
  
  ‐ meetings
  
  ‐ contractors' reports
  
  ‐ site inspection reports
  
  ‐ dimension checks
  
  ‐ supply chain management
  
  ‐ audits
- COSCSMO15Ensure project compliance with legal and contractual requirements
  Ensure project compliance with legal and contractual requirements
  
  • Legal, contractual and industry standards requirements and responsibilities for:
  
  ‐ planning approvals and conditions
  
  ‐ building regulations
  
  ‐ environmental health
  
  ‐ health, safety and welfare
  
  ‐ environment (e.g. noise, dust, transport, emissions, waste management)
  
  ‐ compliance for new products & technologies
  
  ‐ certificates & accreditation on products, systems and personnel
  
  ‐ fire
  
  ‐ utilities
  
  ‐ highways
  
  ‐ heritage and conservation
  
  ‐ ecology
  
  ‐ development licenses and building permits
  
  ‐ employment practice
  
  ‐ community benefits
  
  ‐ bylaws
  
  ‐ non-statutory guidelines
  
  ‐ energy
  
  ‐ insurance
  
  ‐ warranties
  
  ‐ project activities
  
  ‐ security
  
  • Project team:
  
  ‐ client
  
  ‐ workforce
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  • Monitoring systems:
  
  ‐ inspection and test plans
  
  ‐ implementing corrective action
  
  ‐ records
  
  ‐ audits
  
  ‐ comparison with design requirements
  
  ‐ comparison with standard documentation
  
  ‐ checking manufacturers' documentation
  
  ‐ checking delivery notes
  
  ‐ sampling
  
  ‐ testing
  
  ‐ site inspection reports
  
  ‐ contractors' reports
  
  ‐ meetings
  
  ‐ dimension checks
  
  ‐ supply chain management
  
  • Corrective action:
  
  ‐ instigate contingency action
  
  ‐ restore compliance
  
  ‐ agree waiver
- COSCSMO15Control project progress against agreed programme
  Control project progress against agreed programme
  
  • Information:
  
  ‐ inspection and testing
  
  ‐ resource records
  
  ‐ site inspection reports
  
  ‐ contractors' reports
  
  ‐ certified payments
  
  ‐ written, graphical and electronic records of actual work against programmed work
  
  ‐ photographs
  
  ‐ meetings
  
  ‐ organisational procedures
  
  ‐ management reports
  
  ‐ benchmarks
  
  ‐ comparison with project requirements
  
  ‐ programmes
  
  ‐ schedule of deliverables
  
  ‐ supply chain management
  
  • Programmes:
  
  ‐ digital timeline model
  
  ‐ bar charts
  
  ‐ flow charts
  
  ‐ network analysis
  
  ‐ critical path
  
  ‐ line of balance
  
  ‐ time chainage
  
  ‐ action lists
  
  ‐ method statements
  
  ‐ check costs
  
  ‐ control systems
  
  ‐ as built programme
  
  ‐ project expenditure forecasts
  
  • Resources:
  
  ‐ people
  
  ‐ plant and equipment
  
  ‐ materials and components
  
  ‐ finance
  
  ‐ time
  
  ‐ specialist services
  
  ‐ public utility services
  
  ‐ Information
  
  • Project team:
  
  ‐ client
  
  ‐ workforce
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  ‐ facilities/asset manager
  
  • Deviations:
  
  ‐ resource shortages
  
  ‐ design problems and constraints
  
  ‐ industrial disputes
  
  ‐ lack of essential construction information
  
  ‐ construction errors and rework
  
  ‐ weather conditions
  
  ‐ physical constraints
  
  ‐ legal
  
  ‐ environmental
  
  ‐ poor scope definition
  
  ‐ contract variation
  
  ‐ force majeure
  
  • Quantify:
  
  ‐ method study
  
  ‐ work study
  
  ‐ production analysis
  
  ‐ cost implication
  
  • Corrective action:
  
  ‐ restore progress in accordance with agreed programme
  
  ‐ agree new completion dates
  
  ‐ secure additional resources
  
  ‐ alter planned work
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ prospective occupiers/owners
  
  ‐ prospective users
  
  ‐ regulatory authorities
  
  ‐ government agencies
  
  ‐ public interest organisations
  
  ‐ public utilities
- COSCSMO15Control project value and costs
  Control project value and costs
  
  • Project cost control systems:
  
  ‐ contractual procedures and meetings
  
  ‐ operational procedures and meetings
  
  ‐ open book accounting
  
  ‐ electronic recording
  
  • Value and cost data:
  
  ‐ materials and quantities
  
  ‐ plant and equipment
  
  ‐ people
  
  ‐ sub-contractors
  
  ‐ dayworks
  
  ‐ periodic valuations
  
  ‐ final accounts
  
  ‐ retention sums
  
  ‐ forecasts of expenditure
  
  ‐ performance information
  
  ‐ indirect costs
  
  ‐ variations
  
  ‐ contract programme and progress
  
  • Corrective action:
  
  ‐ contract programme and progress
  
  ‐ control expenditure to conform with budgets
  
  ‐ agree additional costs
  
  ‐ make a contract claim
  
  ‐ mitigation strategy
  
  • Project team:
  
  ‐ client
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  • Opportunities for cost saving:
  
  ‐ increase productivity
  
  ‐ waste reduction and management
  
  ‐ modify project management systems
  
  ‐ resource management and logistics
  
  ‐ applications of new technologies and materials
  
  ‐ energy management
  
  ‐ water
  
  ‐ recycling/materials
  
  ‐ alternative sources and types of materials
  
  ‐ reduce plant and labour resource
  
  ‐ variations in quality
  
  ‐ standardisation
  
  ‐ value engineering
  
  ‐ apply lean construction principles
  
  ‐ design out waste
  
  ‐ lean manufacturing principles
  
  ‐ offsite construction
Ensure project compliance with legal and contractual requirements 7 identify and interpret legal, contractual and industry standards requirements from available information and clarify them where there is uncertainty 8 ensure that required legal, contractual and industry standards requirements consents are obtained 9 brief the project team about their legal, contractual and industry standards requirements responsibilities to those responsible for implementing them before they start work on the contract 10 develop and implement monitoring systems, collect information regularly and summarise it 11 identify situations which do not comply with legal, contractual and industry standards requirements, investigate the circumstances thoroughly and take responsibility for corrective action 12 identify any changes in legal, contractual and industry standards requirements which may have an impact on the project, summarise the important details and pass this on to the project team 13 complete statutory submissions accurately and on time
COSCSMO15 Ensure project compliance with legal and contractual requirements 7 identify and interpret legal, contractual and industry standards requirements from available information and clarify them where there is uncertainty 8 ensure that required legal, contractual and industry standards requirements consents are obtained 9 brief the project team about their legal, contractual and industry standards requirements responsibilities to those responsible for implementing them before they start work on the contract 10 develop and implement monitoring systems, collect information regularly and summarise it 11 identify situations which do not comply with legal, contractual and industry standards requirements, investigate the circumstances thoroughly and take responsibility for corrective action 12 identify any changes in legal, contractual and industry standards requirements which may have an impact on the project, summarise the important details and pass this on to the project team 13 complete statutory submissions accurately and on time
context
- COSCSMO15Control projects against quality standards
  Control projects against quality standards
  
  • Quality standards:
  
  ‐ statutory requirements
  
  ‐ project specifications
  
  ‐ British Standards
  
  ‐ International Standards
  
  ‐ codes of practice
  
  ‐ organisation standards
  
  ‐ trade advisory guidance and best practice
  
  ‐ setting out information
  
  ‐ benchmarks
  
  ‐ dimensional control checks
  
  ‐ certification and accreditation of products, systems and personnel
  
  • Project team:
  
  ‐ client
  
  ‐ workforce
  
  ‐ contractors
  
  ‐ consultants
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  • Systems:
  
  ‐ inspection and test plans
  
  ‐ implementing corrective action
  
  ‐ records
  
  ‐ comparison with standard documentation
  
  ‐ comparison with manufacturer's documentation
  
  ‐ meetings
  
  ‐ contractors' reports
  
  ‐ site inspection reports
  
  ‐ dimension checks
  
  ‐ supply chain management
  
  ‐ audits
- COSCSMO15Ensure project compliance with legal and contractual requirements
  Ensure project compliance with legal and contractual requirements
  
  • Legal, contractual and industry standards requirements and responsibilities for:
  
  ‐ planning approvals and conditions
  
  ‐ building regulations
  
  ‐ environmental health
  
  ‐ health, safety and welfare
  
  ‐ environment (e.g. noise, dust, transport, emissions, waste management)
  
  ‐ compliance for new products & technologies
  
  ‐ certificates & accreditation on products, systems and personnel
  
  ‐ fire
  
  ‐ utilities
  
  ‐ highways
  
  ‐ heritage and conservation
  
  ‐ ecology
  
  ‐ development licenses and building permits
  
  ‐ employment practice
  
  ‐ community benefits
  
  ‐ bylaws
  
  ‐ non-statutory guidelines
  
  ‐ energy
  
  ‐ insurance
  
  ‐ warranties
  
  ‐ project activities
  
  ‐ security
  
  • Project team:
  
  ‐ client
  
  ‐ workforce
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  • Monitoring systems:
  
  ‐ inspection and test plans
  
  ‐ implementing corrective action
  
  ‐ records
  
  ‐ audits
  
  ‐ comparison with design requirements
  
  ‐ comparison with standard documentation
  
  ‐ checking manufacturers' documentation
  
  ‐ checking delivery notes
  
  ‐ sampling
  
  ‐ testing
  
  ‐ site inspection reports
  
  ‐ contractors' reports
  
  ‐ meetings
  
  ‐ dimension checks
  
  ‐ supply chain management
  
  • Corrective action:
  
  ‐ instigate contingency action
  
  ‐ restore compliance
  
  ‐ agree waiver
- COSCSMO15Control project progress against agreed programme
  Control project progress against agreed programme
  
  • Information:
  
  ‐ inspection and testing
  
  ‐ resource records
  
  ‐ site inspection reports
  
  ‐ contractors' reports
  
  ‐ certified payments
  
  ‐ written, graphical and electronic records of actual work against programmed work
  
  ‐ photographs
  
  ‐ meetings
  
  ‐ organisational procedures
  
  ‐ management reports
  
  ‐ benchmarks
  
  ‐ comparison with project requirements
  
  ‐ programmes
  
  ‐ schedule of deliverables
  
  ‐ supply chain management
  
  • Programmes:
  
  ‐ digital timeline model
  
  ‐ bar charts
  
  ‐ flow charts
  
  ‐ network analysis
  
  ‐ critical path
  
  ‐ line of balance
  
  ‐ time chainage
  
  ‐ action lists
  
  ‐ method statements
  
  ‐ check costs
  
  ‐ control systems
  
  ‐ as built programme
  
  ‐ project expenditure forecasts
  
  • Resources:
  
  ‐ people
  
  ‐ plant and equipment
  
  ‐ materials and components
  
  ‐ finance
  
  ‐ time
  
  ‐ specialist services
  
  ‐ public utility services
  
  ‐ Information
  
  • Project team:
  
  ‐ client
  
  ‐ workforce
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  ‐ facilities/asset manager
  
  • Deviations:
  
  ‐ resource shortages
  
  ‐ design problems and constraints
  
  ‐ industrial disputes
  
  ‐ lack of essential construction information
  
  ‐ construction errors and rework
  
  ‐ weather conditions
  
  ‐ physical constraints
  
  ‐ legal
  
  ‐ environmental
  
  ‐ poor scope definition
  
  ‐ contract variation
  
  ‐ force majeure
  
  • Quantify:
  
  ‐ method study
  
  ‐ work study
  
  ‐ production analysis
  
  ‐ cost implication
  
  • Corrective action:
  
  ‐ restore progress in accordance with agreed programme
  
  ‐ agree new completion dates
  
  ‐ secure additional resources
  
  ‐ alter planned work
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ prospective occupiers/owners
  
  ‐ prospective users
  
  ‐ regulatory authorities
  
  ‐ government agencies
  
  ‐ public interest organisations
  
  ‐ public utilities
- COSCSMO15Control project value and costs
  Control project value and costs
  
  • Project cost control systems:
  
  ‐ contractual procedures and meetings
  
  ‐ operational procedures and meetings
  
  ‐ open book accounting
  
  ‐ electronic recording
  
  • Value and cost data:
  
  ‐ materials and quantities
  
  ‐ plant and equipment
  
  ‐ people
  
  ‐ sub-contractors
  
  ‐ dayworks
  
  ‐ periodic valuations
  
  ‐ final accounts
  
  ‐ retention sums
  
  ‐ forecasts of expenditure
  
  ‐ performance information
  
  ‐ indirect costs
  
  ‐ variations
  
  ‐ contract programme and progress
  
  • Corrective action:
  
  ‐ contract programme and progress
  
  ‐ control expenditure to conform with budgets
  
  ‐ agree additional costs
  
  ‐ make a contract claim
  
  ‐ mitigation strategy
  
  • Project team:
  
  ‐ client
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  • Opportunities for cost saving:
  
  ‐ increase productivity
  
  ‐ waste reduction and management
  
  ‐ modify project management systems
  
  ‐ resource management and logistics
  
  ‐ applications of new technologies and materials
  
  ‐ energy management
  
  ‐ water
  
  ‐ recycling/materials
  
  ‐ alternative sources and types of materials
  
  ‐ reduce plant and labour resource
  
  ‐ variations in quality
  
  ‐ standardisation
  
  ‐ value engineering
  
  ‐ apply lean construction principles
  
  ‐ design out waste
  
  ‐ lean manufacturing principles
  
  ‐ offsite construction
Control projects against quality standards 1 identify and interpret quality standards from available information and pass them to the project team for their implementation, before they start work 2 set up systems for inspecting, controlling and recording the quality of work against specified quality standards 3 require the non-compliance of quality standards to be addressed and notify the project team if this is not done within a reasonable time 4 inform the project team regularly about significant variations in complying with quality standards, programme and safety and suggest the decisions which they need to make and actions they need to take 5 identify improvements from feedback received and recommend them to the project team 6 agree and record amendments to the contract quality requirements and specifications
COSCSMO15 Control projects against quality standards 1 identify and interpret quality standards from available information and pass them to the project team for their implementation, before they start work 2 set up systems for inspecting, controlling and recording the quality of work against specified quality standards 3 require the non-compliance of quality standards to be addressed and notify the project team if this is not done within a reasonable time 4 inform the project team regularly about significant variations in complying with quality standards, programme and safety and suggest the decisions which they need to make and actions they need to take 5 identify improvements from feedback received and recommend them to the project team 6 agree and record amendments to the contract quality requirements and specifications
context
- COSCSMO15Control projects against quality standards
  Control projects against quality standards
  
  • Quality standards:
  
  ‐ statutory requirements
  
  ‐ project specifications
  
  ‐ British Standards
  
  ‐ International Standards
  
  ‐ codes of practice
  
  ‐ organisation standards
  
  ‐ trade advisory guidance and best practice
  
  ‐ setting out information
  
  ‐ benchmarks
  
  ‐ dimensional control checks
  
  ‐ certification and accreditation of products, systems and personnel
  
  • Project team:
  
  ‐ client
  
  ‐ workforce
  
  ‐ contractors
  
  ‐ consultants
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  • Systems:
  
  ‐ inspection and test plans
  
  ‐ implementing corrective action
  
  ‐ records
  
  ‐ comparison with standard documentation
  
  ‐ comparison with manufacturer's documentation
  
  ‐ meetings
  
  ‐ contractors' reports
  
  ‐ site inspection reports
  
  ‐ dimension checks
  
  ‐ supply chain management
  
  ‐ audits
- COSCSMO15Ensure project compliance with legal and contractual requirements
  Ensure project compliance with legal and contractual requirements
  
  • Legal, contractual and industry standards requirements and responsibilities for:
  
  ‐ planning approvals and conditions
  
  ‐ building regulations
  
  ‐ environmental health
  
  ‐ health, safety and welfare
  
  ‐ environment (e.g. noise, dust, transport, emissions, waste management)
  
  ‐ compliance for new products & technologies
  
  ‐ certificates & accreditation on products, systems and personnel
  
  ‐ fire
  
  ‐ utilities
  
  ‐ highways
  
  ‐ heritage and conservation
  
  ‐ ecology
  
  ‐ development licenses and building permits
  
  ‐ employment practice
  
  ‐ community benefits
  
  ‐ bylaws
  
  ‐ non-statutory guidelines
  
  ‐ energy
  
  ‐ insurance
  
  ‐ warranties
  
  ‐ project activities
  
  ‐ security
  
  • Project team:
  
  ‐ client
  
  ‐ workforce
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  • Monitoring systems:
  
  ‐ inspection and test plans
  
  ‐ implementing corrective action
  
  ‐ records
  
  ‐ audits
  
  ‐ comparison with design requirements
  
  ‐ comparison with standard documentation
  
  ‐ checking manufacturers' documentation
  
  ‐ checking delivery notes
  
  ‐ sampling
  
  ‐ testing
  
  ‐ site inspection reports
  
  ‐ contractors' reports
  
  ‐ meetings
  
  ‐ dimension checks
  
  ‐ supply chain management
  
  • Corrective action:
  
  ‐ instigate contingency action
  
  ‐ restore compliance
  
  ‐ agree waiver
- COSCSMO15Control project progress against agreed programme
  Control project progress against agreed programme
  
  • Information:
  
  ‐ inspection and testing
  
  ‐ resource records
  
  ‐ site inspection reports
  
  ‐ contractors' reports
  
  ‐ certified payments
  
  ‐ written, graphical and electronic records of actual work against programmed work
  
  ‐ photographs
  
  ‐ meetings
  
  ‐ organisational procedures
  
  ‐ management reports
  
  ‐ benchmarks
  
  ‐ comparison with project requirements
  
  ‐ programmes
  
  ‐ schedule of deliverables
  
  ‐ supply chain management
  
  • Programmes:
  
  ‐ digital timeline model
  
  ‐ bar charts
  
  ‐ flow charts
  
  ‐ network analysis
  
  ‐ critical path
  
  ‐ line of balance
  
  ‐ time chainage
  
  ‐ action lists
  
  ‐ method statements
  
  ‐ check costs
  
  ‐ control systems
  
  ‐ as built programme
  
  ‐ project expenditure forecasts
  
  • Resources:
  
  ‐ people
  
  ‐ plant and equipment
  
  ‐ materials and components
  
  ‐ finance
  
  ‐ time
  
  ‐ specialist services
  
  ‐ public utility services
  
  ‐ Information
  
  • Project team:
  
  ‐ client
  
  ‐ workforce
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  ‐ facilities/asset manager
  
  • Deviations:
  
  ‐ resource shortages
  
  ‐ design problems and constraints
  
  ‐ industrial disputes
  
  ‐ lack of essential construction information
  
  ‐ construction errors and rework
  
  ‐ weather conditions
  
  ‐ physical constraints
  
  ‐ legal
  
  ‐ environmental
  
  ‐ poor scope definition
  
  ‐ contract variation
  
  ‐ force majeure
  
  • Quantify:
  
  ‐ method study
  
  ‐ work study
  
  ‐ production analysis
  
  ‐ cost implication
  
  • Corrective action:
  
  ‐ restore progress in accordance with agreed programme
  
  ‐ agree new completion dates
  
  ‐ secure additional resources
  
  ‐ alter planned work
  
  • Stakeholders:
  
  ‐ the client
  
  ‐ prospective occupiers/owners
  
  ‐ prospective users
  
  ‐ regulatory authorities
  
  ‐ government agencies
  
  ‐ public interest organisations
  
  ‐ public utilities
- COSCSMO15Control project value and costs
  Control project value and costs
  
  • Project cost control systems:
  
  ‐ contractual procedures and meetings
  
  ‐ operational procedures and meetings
  
  ‐ open book accounting
  
  ‐ electronic recording
  
  • Value and cost data:
  
  ‐ materials and quantities
  
  ‐ plant and equipment
  
  ‐ people
  
  ‐ sub-contractors
  
  ‐ dayworks
  
  ‐ periodic valuations
  
  ‐ final accounts
  
  ‐ retention sums
  
  ‐ forecasts of expenditure
  
  ‐ performance information
  
  ‐ indirect costs
  
  ‐ variations
  
  ‐ contract programme and progress
  
  • Corrective action:
  
  ‐ contract programme and progress
  
  ‐ control expenditure to conform with budgets
  
  ‐ agree additional costs
  
  ‐ make a contract claim
  
  ‐ mitigation strategy
  
  • Project team:
  
  ‐ client
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ subcontractors and suppliers
  
  ‐ partners in the programme
  
  • Opportunities for cost saving:
  
  ‐ increase productivity
  
  ‐ waste reduction and management
  
  ‐ modify project management systems
  
  ‐ resource management and logistics
  
  ‐ applications of new technologies and materials
  
  ‐ energy management
  
  ‐ water
  
  ‐ recycling/materials
  
  ‐ alternative sources and types of materials
  
  ‐ reduce plant and labour resource
  
  ‐ variations in quality
  
  ‐ standardisation
  
  ‐ value engineering
  
  ‐ apply lean construction principles
  
  ‐ design out waste
  
  ‐ lean manufacturing principles
  
  ‐ offsite construction
prepare, present and agree a development programme which meets the requirements of the brief and the expectations of stakeholders
cosbimb21.2 prepare, present and agree a development programme which meets the requirements of the brief and the expectations of stakeholders
context
- cosbimb21.2Stakeholders: the client the clients financial advisers design consultants statutory authorities CDM co-ordinators potential contractors potential subcontractors and suppliers potential investors funding agencies independent client adviser user groups community groups facilities/asset managers
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb21.2Information:
  Information:
  
  • client requirements
  
  • information requirements
  
  • user requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • health, safety and welfare
  
  • environmental requirements
  
  • operational requirements
  
  • maintenance requirements
  
  • cost requirements
  
  • risk and value
- cosbimb21.2Development programme:
  Development programme:
  
  • timetable
  
  • phasing
  
  • integration of data
  
  • interaction between design consultants
  
  • critical path
  
  • key project stages/gate management plan
  
  • interface between design, procurement, construction, operation and end use
  
  • interaction with design approval stages
  
  • interaction with construction programme
  
  • concurrent design and construction
- cosbimb21.2Project Stages: Stage 0 (Strategy) Stage 1 (Brief) Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission) Stage 6 (Handover and Closeout) Stage 7 (Operation and End of Life)
  Project Stages:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
  
  • Stage 7 (Operation and End of Life)
- cosbimb21.2Constraints:
  Constraints:
  
  • work content
  
  • time duration/sequencing
  
  • resources available
  
  • contingencies
  
  • budget
  
  • site
  
  • risk and valuation
  
  • regulatory
- cosbimb21.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbimb21.2Expectations:
  Expectations:
  
  • design quality
  
  • consultation
  
  • timetable
  
  • phasing of design development
  
  • best value
discuss the outline development programme with stakeholders and agree any necessary modifications to the brief, outline development programme programme, or constraints
cosbimb21.2 discuss the outline development programme with stakeholders and agree any necessary modifications to the brief, outline development programme programme, or constraints
context
- cosbimb21.2Stakeholders: the client the clients financial advisers design consultants statutory authorities CDM co-ordinators potential contractors potential subcontractors and suppliers potential investors funding agencies independent client adviser user groups community groups facilities/asset managers
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb21.2Information:
  Information:
  
  • client requirements
  
  • information requirements
  
  • user requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • health, safety and welfare
  
  • environmental requirements
  
  • operational requirements
  
  • maintenance requirements
  
  • cost requirements
  
  • risk and value
- cosbimb21.2Development programme:
  Development programme:
  
  • timetable
  
  • phasing
  
  • integration of data
  
  • interaction between design consultants
  
  • critical path
  
  • key project stages/gate management plan
  
  • interface between design, procurement, construction, operation and end use
  
  • interaction with design approval stages
  
  • interaction with construction programme
  
  • concurrent design and construction
- cosbimb21.2Project Stages: Stage 0 (Strategy) Stage 1 (Brief) Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission) Stage 6 (Handover and Closeout) Stage 7 (Operation and End of Life)
  Project Stages:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
  
  • Stage 7 (Operation and End of Life)
- cosbimb21.2Constraints:
  Constraints:
  
  • work content
  
  • time duration/sequencing
  
  • resources available
  
  • contingencies
  
  • budget
  
  • site
  
  • risk and valuation
  
  • regulatory
- cosbimb21.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbimb21.2Expectations:
  Expectations:
  
  • design quality
  
  • consultation
  
  • timetable
  
  • phasing of design development
  
  • best value
develop a realistic outline development programme for the project stages which takes account of identified constraints
cosbimb21.2 develop a realistic outline development programme for the project stages which takes account of identified constraints
context
- cosbimb21.2Stakeholders: the client the clients financial advisers design consultants statutory authorities CDM co-ordinators potential contractors potential subcontractors and suppliers potential investors funding agencies independent client adviser user groups community groups facilities/asset managers
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb21.2Information:
  Information:
  
  • client requirements
  
  • information requirements
  
  • user requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • health, safety and welfare
  
  • environmental requirements
  
  • operational requirements
  
  • maintenance requirements
  
  • cost requirements
  
  • risk and value
- cosbimb21.2Development programme:
  Development programme:
  
  • timetable
  
  • phasing
  
  • integration of data
  
  • interaction between design consultants
  
  • critical path
  
  • key project stages/gate management plan
  
  • interface between design, procurement, construction, operation and end use
  
  • interaction with design approval stages
  
  • interaction with construction programme
  
  • concurrent design and construction
- cosbimb21.2Project Stages: Stage 0 (Strategy) Stage 1 (Brief) Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission) Stage 6 (Handover and Closeout) Stage 7 (Operation and End of Life)
  Project Stages:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
  
  • Stage 7 (Operation and End of Life)
- cosbimb21.2Constraints:
  Constraints:
  
  • work content
  
  • time duration/sequencing
  
  • resources available
  
  • contingencies
  
  • budget
  
  • site
  
  • risk and valuation
  
  • regulatory
- cosbimb21.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbimb21.2Expectations:
  Expectations:
  
  • design quality
  
  • consultation
  
  • timetable
  
  • phasing of design development
  
  • best value
analyse the requirements of the brief and check and clarify initial assumptions about the project development programme with stakeholders
cosbimb21.2 analyse the requirements of the brief and check and clarify initial assumptions about the project development programme with stakeholders
context
- cosbimb21.2Stakeholders: the client the clients financial advisers design consultants statutory authorities CDM co-ordinators potential contractors potential subcontractors and suppliers potential investors funding agencies independent client adviser user groups community groups facilities/asset managers
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb21.2Information:
  Information:
  
  • client requirements
  
  • information requirements
  
  • user requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • health, safety and welfare
  
  • environmental requirements
  
  • operational requirements
  
  • maintenance requirements
  
  • cost requirements
  
  • risk and value
- cosbimb21.2Development programme:
  Development programme:
  
  • timetable
  
  • phasing
  
  • integration of data
  
  • interaction between design consultants
  
  • critical path
  
  • key project stages/gate management plan
  
  • interface between design, procurement, construction, operation and end use
  
  • interaction with design approval stages
  
  • interaction with construction programme
  
  • concurrent design and construction
- cosbimb21.2Project Stages: Stage 0 (Strategy) Stage 1 (Brief) Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission) Stage 6 (Handover and Closeout) Stage 7 (Operation and End of Life)
  Project Stages:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
  
  • Stage 7 (Operation and End of Life)
- cosbimb21.2Constraints:
  Constraints:
  
  • work content
  
  • time duration/sequencing
  
  • resources available
  
  • contingencies
  
  • budget
  
  • site
  
  • risk and valuation
  
  • regulatory
- cosbimb21.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbimb21.2Expectations:
  Expectations:
  
  • design quality
  
  • consultation
  
  • timetable
  
  • phasing of design development
  
  • best value
check and confirm with stakeholders that the information in the brief is adequate, accurate and clearly states the project development requirements
cosbimb21.2 check and confirm with stakeholders that the information in the brief is adequate, accurate and clearly states the project development requirements
context
- cosbimb21.2Stakeholders: the client the clients financial advisers design consultants statutory authorities CDM co-ordinators potential contractors potential subcontractors and suppliers potential investors funding agencies independent client adviser user groups community groups facilities/asset managers
  Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • design consultants
  
  • statutory authorities
  
  • CDM co-ordinators
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client adviser
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb21.2Information:
  Information:
  
  • client requirements
  
  • information requirements
  
  • user requirements
  
  • ergonomic requirements
  
  • community requirements
  
  • procurement requirements
  
  • physical requirements
  
  • resource requirements
  
  • construction requirements
  
  • regulatory requirements
  
  • health, safety and welfare
  
  • environmental requirements
  
  • operational requirements
  
  • maintenance requirements
  
  • cost requirements
  
  • risk and value
- cosbimb21.2Development programme:
  Development programme:
  
  • timetable
  
  • phasing
  
  • integration of data
  
  • interaction between design consultants
  
  • critical path
  
  • key project stages/gate management plan
  
  • interface between design, procurement, construction, operation and end use
  
  • interaction with design approval stages
  
  • interaction with construction programme
  
  • concurrent design and construction
- cosbimb21.2Project Stages: Stage 0 (Strategy) Stage 1 (Brief) Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission) Stage 6 (Handover and Closeout) Stage 7 (Operation and End of Life)
  Project Stages:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
  
  • Stage 7 (Operation and End of Life)
- cosbimb21.2Constraints:
  Constraints:
  
  • work content
  
  • time duration/sequencing
  
  • resources available
  
  • contingencies
  
  • budget
  
  • site
  
  • risk and valuation
  
  • regulatory
- cosbimb21.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbimb21.2Expectations:
  Expectations:
  
  • design quality
  
  • consultation
  
  • timetable
  
  • phasing of design development
  
  • best value
Allocate budgets 1 identify responsibilities for budgetary control and allocations under the budget headings of financial plans 2 identify an appropriate method of maintaining overall control of the budget, produce guidance documents and circulate the information to those responsible 3 identify appropriate methods for presenting financial information to responsible personnel 4 issue allocations under budget headings and cash flow calculations and report requirements to those with financial responsibilities 5 authorise expenditure and changes to budgets and issue the information to those responsible 6 identify and agree appropriate methods and timescales for reporting contingencies and variances 7 resolve queries and discrepancies over allocated budgets
COSCSMO16 Allocate budgets 1 identify responsibilities for budgetary control and allocations under the budget headings of financial plans 2 identify an appropriate method of maintaining overall control of the budget, produce guidance documents and circulate the information to those responsible 3 identify appropriate methods for presenting financial information to responsible personnel 4 issue allocations under budget headings and cash flow calculations and report requirements to those with financial responsibilities 5 authorise expenditure and changes to budgets and issue the information to those responsible 6 identify and agree appropriate methods and timescales for reporting contingencies and variances 7 resolve queries and discrepancies over allocated budgets
context
- COSCSMO16Allocate budgets
  Allocate budgets
  
  • Budget headings:
  
  ‐ income
  
  ‐ employment costs
  
  ‐ capital plant and equipment
  
  ‐ materials
  
  ‐ liabilities
  
  ‐ subcontract costs
  
  ‐ consumables
  
  • Financial plans:
  
  ‐ forecasts
  
  ‐ budgets
  
  ‐ cash flow
  
  • Cash flow calculations:
  
  ‐ income receivable
  
  ‐ expenditure
  
  • Contingencies:
  
  ‐ delays in receivables
  
  ‐ project and contract delays
  
  ‐ interruptions
  
  ‐ risk
  
  • Variances:
  
  ‐ overspend
  
  ‐ underspend
- COSCSMO16Prepare and agree entitlement for reimbursement for loss and expense
  Prepare and agree entitlement for reimbursement for loss and expense
  
  • Entitlement - resulting from:
  
  ‐ measurement
  
  ‐ valuation of variations
  
  ‐ liability for costs
  
  ‐ loss and expense arising from breaches of contract
  
  ‐ extensions of time
  
  ‐ damages arising from extra-contractual consideration
  
  • Expert opinion:
  
  ‐ legal
  
  ‐ technical
  
  ‐ financial
  
  • Information sources:
  
  ‐ contract provisions
  
  ‐ contract claims for payment
  
  ‐ dimensions and approximations from latest revisions of contract drawings
  
  ‐ records of executed work
  
  ‐ inspections of work in progress
  
  ‐ contract documents
  
  ‐ day work
  
  ‐ agreed contract quantities
  
  ‐ agreed contract rates of payment
  
  ‐ agreed methods of calculation
  
  ‐ variations issued
  
  ‐ contract records
  
  ‐ site records including photographs
  
  ‐ company accounts
  
  • Costs:
  
  ‐ re-work
  
  ‐ additional work
  
  ‐ programme implications
  
  ‐ increased complexity
  
  ‐ logistical implications
  
  • Analyse:
  
  ‐ claimant's analysis
  
  ‐ respondent's analysis
obtain necessary checks and approvals for the content and presentation of drawings
cosbimb61.1 obtain necessary checks and approvals for the content and presentation of drawings
context
- cosbimb61.1Drawings:
  Drawings:
  
  • location, assembly, component
  
  • sketches
  
  • working drawings
  
  • schedules
  
  • presentation drawings
  
  • co-ordination drawings
- cosbimb61.1Purpose (of drawing):
  Purpose (of drawing):
  
  • convey the design intent
  
  • coordination
  
  • discipline specific
  
  • interdisciplinary coordination
  
  • obtain consents
  
  • procurement
  
  • contract
  
  • production
  
  • record
  
  • presentation
  
  • analysis
  
  • factory manufacture
  
  • site installation
  
  • sub-contract & specialist details
- cosbimb61.1 cosbimb61.2 cosbimb53.3Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosbimb61.1 cosbimb61.2Methods and media:
  Methods and media:
  
  • manual
  
  • electronic
- cosbimb61.1Drawing conventions:
  Drawing conventions:
  
  • detailing standards
  
  • codes of practice
  
  • current industry practice
  
  • methods of coordination
- cosbimb61.1Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
- cosbimb61.1Checks and approvals:
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • checks and approvals
  
  • technical content
  
  • completeness
  
  • co-ordination
  
  • non-duplication
  
  • referencing
  
  • cross-referencing and correlation with associated information and documents
  
  • conflict and clash detection
  
  • spelling, grammar and punctuation
  
  • status
  
  • positioning
  
  • shape
  
  • dimensions
  
  • tolerances
  
  • composition
  
  • fixing
  
  • annotation
  
  • symbols and conventions
  
  • interoperability
  
  • coordination
  
  • revision control
apply the data to alternative design solutions, taking into account interactions between different characteristics
cosbimb52.2 apply the data to alternative design solutions, taking into account interactions between different characteristics
context
- cosbimb52.2Identify
  Identify
  
  • standard lists and procedures
  
  • investigative research
  
  • surveys and assessments of existing buildings
- cosbimb52.2 cosbimb51 cosbimb54.2Technical characteristics:
  Technical characteristics:
  
  • structural forms
  
  • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
  
  • available and projected technology (including renewable energy)
  
  • prefabricated components and system options
  
  • performance, quality, operation and maintenance requirements
  
  • building physics (energy performance of structures, insulation, fire protection)
  
  • materials form, performance, appearance, availability, sustainability, efficiency of use
  
  • building services integration and control
- cosbimb52.2Environmental characteristics: local ecology hydrology (tides and currents and flood risk water use exposure/shelter/shading heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows) thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness) daylight and illumination acoustics energy & natural resource use and management interaction of users and buildings, carbon (embodied and in-use) and carbon rating resource/waste management pollution risk and reduction of emissions and waste
  Environmental characteristics:
  
  • local ecology
  
  • hydrology (tides and currents and flood risk
  
  • water use
  
  • exposure/shelter/shading
  
  • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
  
  • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
  
  • daylight and illumination
  
  • acoustics
  
  • energy & natural resource use and management
  
  • interaction of users and buildings,
  
  • carbon (embodied and in-use) and carbon rating
  
  • resource/waste management
  
  • pollution risk and reduction of emissions and waste
- cosbimb52.2Project Stages: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stages:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb52.2Interactions between different characteristics:
  Interactions between different characteristics:
  
  • orientation
  
  • effects of location, shelter and shading
  
  • building form and structure - new and existing
  
  • properties of construction fabric
  
  • thermal bridging and air leakage
  
  • building services engineering
  
  • hygro-thermal performance (transportation of heat, air and moisture through the building envelope)
  
  • thermal transmittance, thermal bypasses, sequencing of construction processes, location and continuity of insulation
  
  • passive design and new active technology/ products/innovations
  
  • new and renewable energy systems
  
  • electromagnetic compatibility
  
  • embedded energy
- cosbimb52.2Design parameters client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb52.2 cosbimb51Present:
  Present:
  
  • sketches
  
  • drawings
  
  • physical models
  
  • electronically
  
  • diagrams
  
  • mathematical modelling
  
  • photomontage
  
  • mock-ups
  
  • written reports
  
  • cost estimates
  
  • orally
  
  • aurally
  
  • Building Information Modelling
analyse the claims of new resource innovations and verify their viability
cosbimd21.1 analyse the claims of new resource innovations and verify their viability
context
- cosbimd21.1 cosbimd21.2Project information:
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.1Resources:
  Resources:
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • Common Data Environment (CDE)
  
  • land
  
  • construction materials, products and systems
  
  • building services installations
  
  • construction plant and equipment
  
  • site facilities and ancillary site services
- cosbimd21.1Work methods:
  Work methods:
  
  • sequencing and integration of work operations
  
  • organisation of resources (people, plant, materials, finance)
  
  • management of information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • physical
  
  • construction and installation techniques
  
  • temporary works
  
  • prefabrication and standardisation (volumetric pods, panelised hybrid)
  
  • working conditions (health, safety and welfare)
  
  • new materials and technologies
  
  • use and properties of low energy materials
  
  • use and properties of recyclates
- cosbimd21.1Identify:
  Identify:
  
  • review of specified development requirements
  
  • standard lists and procedures
  
  • investigative and market research
- cosbimd21.1Technical:
  Technical:
  
  • project type
  
  • purpose
  
  • client, user and community expectations, options and preferences
  
  • site and location
  
  • durability/obsolescence
  
  • scale
  
  • occupancy
  
  • legal and regulatory constraints
  
  • flexibility and adaptability
  
  • adjacent site conditions
  
  • surrounding environment
  
  • specified technical performance standards
  
  • available and projected technology
  
  • health and safety
  
  • quality
  
  • cost including whole-life costs
  
  • security
  
  • certification & accreditation of products & build systems
  
  • low carbon
  
  • alternative energy sources
  
  • energy usage and efficiency
  
  • embodied carbon
  
  • life cycle assessment and costing (raw material extraction, transport, manufacture, use and disposal)
  
  • environmental impact
  
  • sustainability
- cosbimd21.1Production:
  Production:
  
  • planning and coordinating construction processes (including lean construction)
  
  • pre-fabrication and off-site manufacture
  
  • degree of inter-connectedness between building components (e.g. bathroom & kitchen pods)
  
  • buildability and on-site activity (remove inefficiency - design out waste, materials recovery and reuse)
  
  • ease of maintenance
  
  • costs and availability of replacement parts (including any bespoke components and ease of installation)
  
  • service support
  
  • skills needs
  
  • costs and availability of labour “ ease with which local trades could undertake repairs/alterations, or the need to employ manufacturerapproved contractors
  
  • advice of experts, including experienced craftspeople and suppliers
- cosbimd21.1Viability:
  Viability:
  
  • certification and accreditation
  
  • potential impact on programming, processes and site workforce
  
  • compliance with regulations
  
  • compliance with industry recognised standards
  
  • new legislation and standards and options for compliance
  
  • benefits and disadvantages
Obtain tenders
cosbedo10 cosccomo12 Obtain tenders
context
- cosbedo10Obtain tenders
  Obtain tenders
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Tender documents:
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ returns procedure
  
  ‐ surveys
  
  ‐ specifications
  
  ‐ drawings
  
  ‐ schedules
  
  ‐ bills of quantities
  
  ‐ health and safety plans
  
  ‐ scope of services
  
  ‐ terms and conditions
  
  ‐ schedules of rates
  
  • Queries and information about:
  
  ‐ price
  
  ‐ quantity
  
  ‐ quality
  
  ‐ standards
  
  ‐ carriage and delivery
  
  ‐ completion
  
  ‐ Maintenance
  
  ‐ after sales service
  
  ‐ method of payment
  
  ‐ terms of payment
  
  ‐ contract conditions
  
  ‐ survey information
  
  ‐ time
  
  ‐ contractual
  
  ‐ administrative
  
  ‐ technical
  
  ‐ warranties
  
  • Appropriate action:
  
  ‐ accept for evaluation
  
  ‐ invite clarification or amendment
  
  ‐ reject
  
  • Variations, adjustments and corrections:
  
  ‐ price
  
  ‐ quantity
  
  ‐ quality
  
  ‐ time
develop a system for monitoring and recording the works programme programme, implement it and use the results to improve future production and planning
cosbimd21.4 develop a system for monitoring and recording the works programme programme, implement it and use the results to improve future production and planning
context
- cosbimd21.4Resources:
  Resources:
  
  • consultants
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • work area and facilities
- cosbimd21.4Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings & graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings & graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.4Programmes and schedules:
  Programmes and schedules:
  
  • digital timeline model
  
  • bar charts
  
  • network analysis
  
  • critical path
  
  • time change
  
  • action lists
  
  • method statements
  
  • control systems
- cosbimd21.4Clarification and advice:
  Clarification and advice:
  
  • the client/clients representative
  
  • consultants
  
  • project team partners
  
  • practice research
  
  • technical publications
  
  • trade literature
  
  • experts, including experienced craftspeople and suppliers
- cosbimd21.4Analyse:
  Analyse:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
- cosbimd21.4Project requirements:
  Project requirements:
  
  • contract conditions
  
  • defined responsibilities
  
  • open book accounting
  
  • contract programme stipulations
  
  • statutory consent
  
  • Building Control notification
  
  • third party obligations
  
  • organisation and use of resources
  
  • health and safety requirements
  
  • quantities
  
  • energy and low carbon efficiency
  
  • protection of archaeological and historically valuable resources
  
  • skills and training development
- cosbimd21.4External factors:
  External factors:
  
  • other related programmes
  
  • supply lead times
  
  • contingencies
  
  • special working conditions
  
  • impact on occupiers and near neighbours
  
  • seasonal weather conditions
  
  • statutory limitations
  
  • site conditions
  
  • off-site manufacture, on-site assembly
- cosbimd21.4Produce:
  Produce:
  
  • manually
  
  • electronically
- cosbimd21.4 cosccomo14System for monitoring and recording:
  System for monitoring and recording:
  
  • manual
  
  • electronic
identify alterations to the works programme which will meet changed circumstances or offer cost and time benefits, calculate the savings accurately and justify them to decision makers
cosbimd21.4 identify alterations to the works programme which will meet changed circumstances or offer cost and time benefits, calculate the savings accurately and justify them to decision makers
context
- cosbimd21.4Resources:
  Resources:
  
  • consultants
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • work area and facilities
- cosbimd21.4Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings & graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings & graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.4Programmes and schedules:
  Programmes and schedules:
  
  • digital timeline model
  
  • bar charts
  
  • network analysis
  
  • critical path
  
  • time change
  
  • action lists
  
  • method statements
  
  • control systems
- cosbimd21.4Clarification and advice:
  Clarification and advice:
  
  • the client/clients representative
  
  • consultants
  
  • project team partners
  
  • practice research
  
  • technical publications
  
  • trade literature
  
  • experts, including experienced craftspeople and suppliers
- cosbimd21.4Analyse:
  Analyse:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
- cosbimd21.4Project requirements:
  Project requirements:
  
  • contract conditions
  
  • defined responsibilities
  
  • open book accounting
  
  • contract programme stipulations
  
  • statutory consent
  
  • Building Control notification
  
  • third party obligations
  
  • organisation and use of resources
  
  • health and safety requirements
  
  • quantities
  
  • energy and low carbon efficiency
  
  • protection of archaeological and historically valuable resources
  
  • skills and training development
- cosbimd21.4External factors:
  External factors:
  
  • other related programmes
  
  • supply lead times
  
  • contingencies
  
  • special working conditions
  
  • impact on occupiers and near neighbours
  
  • seasonal weather conditions
  
  • statutory limitations
  
  • site conditions
  
  • off-site manufacture, on-site assembly
- cosbimd21.4Produce:
  Produce:
  
  • manually
  
  • electronically
- cosbimd21.4 cosccomo14System for monitoring and recording:
  System for monitoring and recording:
  
  • manual
  
  • electronic
produce detailed programmes and schedules of planned activities which are consistent with the complexity of the project
cosbimd21.4 produce detailed programmes and schedules of planned activities which are consistent with the complexity of the project
context
- cosbimd21.4Resources:
  Resources:
  
  • consultants
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • work area and facilities
- cosbimd21.4Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings & graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings & graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.4Programmes and schedules:
  Programmes and schedules:
  
  • digital timeline model
  
  • bar charts
  
  • network analysis
  
  • critical path
  
  • time change
  
  • action lists
  
  • method statements
  
  • control systems
- cosbimd21.4Clarification and advice:
  Clarification and advice:
  
  • the client/clients representative
  
  • consultants
  
  • project team partners
  
  • practice research
  
  • technical publications
  
  • trade literature
  
  • experts, including experienced craftspeople and suppliers
- cosbimd21.4Analyse:
  Analyse:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
- cosbimd21.4Project requirements:
  Project requirements:
  
  • contract conditions
  
  • defined responsibilities
  
  • open book accounting
  
  • contract programme stipulations
  
  • statutory consent
  
  • Building Control notification
  
  • third party obligations
  
  • organisation and use of resources
  
  • health and safety requirements
  
  • quantities
  
  • energy and low carbon efficiency
  
  • protection of archaeological and historically valuable resources
  
  • skills and training development
- cosbimd21.4External factors:
  External factors:
  
  • other related programmes
  
  • supply lead times
  
  • contingencies
  
  • special working conditions
  
  • impact on occupiers and near neighbours
  
  • seasonal weather conditions
  
  • statutory limitations
  
  • site conditions
  
  • off-site manufacture, on-site assembly
- cosbimd21.4Produce:
  Produce:
  
  • manually
  
  • electronically
- cosbimd21.4 cosccomo14System for monitoring and recording:
  System for monitoring and recording:
  
  • manual
  
  • electronic
analyse the critical path for obtaining and using resources and build in sufficient buffers to create a continuous work flow and control in the use of resources time and waste
cosbimd21.4 analyse the critical path for obtaining and using resources and build in sufficient buffers to create a continuous work flow and control in the use of resources time and waste
context
- cosbimd21.4Resources:
  Resources:
  
  • consultants
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • work area and facilities
- cosbimd21.4Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings & graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings & graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.4Programmes and schedules:
  Programmes and schedules:
  
  • digital timeline model
  
  • bar charts
  
  • network analysis
  
  • critical path
  
  • time change
  
  • action lists
  
  • method statements
  
  • control systems
- cosbimd21.4Clarification and advice:
  Clarification and advice:
  
  • the client/clients representative
  
  • consultants
  
  • project team partners
  
  • practice research
  
  • technical publications
  
  • trade literature
  
  • experts, including experienced craftspeople and suppliers
- cosbimd21.4Analyse:
  Analyse:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
- cosbimd21.4Project requirements:
  Project requirements:
  
  • contract conditions
  
  • defined responsibilities
  
  • open book accounting
  
  • contract programme stipulations
  
  • statutory consent
  
  • Building Control notification
  
  • third party obligations
  
  • organisation and use of resources
  
  • health and safety requirements
  
  • quantities
  
  • energy and low carbon efficiency
  
  • protection of archaeological and historically valuable resources
  
  • skills and training development
- cosbimd21.4External factors:
  External factors:
  
  • other related programmes
  
  • supply lead times
  
  • contingencies
  
  • special working conditions
  
  • impact on occupiers and near neighbours
  
  • seasonal weather conditions
  
  • statutory limitations
  
  • site conditions
  
  • off-site manufacture, on-site assembly
- cosbimd21.4Produce:
  Produce:
  
  • manually
  
  • electronically
- cosbimd21.4 cosccomo14System for monitoring and recording:
  System for monitoring and recording:
  
  • manual
  
  • electronic
calculate how long each activity will take, identify activities which influence each other and sequence them logically and realistically so that they make the best using the resources available
cosbimd21.4 calculate how long each activity will take, identify activities which influence each other and sequence them logically and realistically so that they make the best using the resources available
context
- cosbimd21.4Resources:
  Resources:
  
  • consultants
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • work area and facilities
- cosbimd21.4Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings & graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings & graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.4Programmes and schedules:
  Programmes and schedules:
  
  • digital timeline model
  
  • bar charts
  
  • network analysis
  
  • critical path
  
  • time change
  
  • action lists
  
  • method statements
  
  • control systems
- cosbimd21.4Clarification and advice:
  Clarification and advice:
  
  • the client/clients representative
  
  • consultants
  
  • project team partners
  
  • practice research
  
  • technical publications
  
  • trade literature
  
  • experts, including experienced craftspeople and suppliers
- cosbimd21.4Analyse:
  Analyse:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
- cosbimd21.4Project requirements:
  Project requirements:
  
  • contract conditions
  
  • defined responsibilities
  
  • open book accounting
  
  • contract programme stipulations
  
  • statutory consent
  
  • Building Control notification
  
  • third party obligations
  
  • organisation and use of resources
  
  • health and safety requirements
  
  • quantities
  
  • energy and low carbon efficiency
  
  • protection of archaeological and historically valuable resources
  
  • skills and training development
- cosbimd21.4External factors:
  External factors:
  
  • other related programmes
  
  • supply lead times
  
  • contingencies
  
  • special working conditions
  
  • impact on occupiers and near neighbours
  
  • seasonal weather conditions
  
  • statutory limitations
  
  • site conditions
  
  • off-site manufacture, on-site assembly
- cosbimd21.4Produce:
  Produce:
  
  • manually
  
  • electronically
- cosbimd21.4 cosccomo14System for monitoring and recording:
  System for monitoring and recording:
  
  • manual
  
  • electronic
analyse the activities against project requirements and the requirements of significant external factors
cosbimd21.4 analyse the activities against project requirements and the requirements of significant external factors
context
- cosbimd21.4Resources:
  Resources:
  
  • consultants
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • work area and facilities
- cosbimd21.4Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings & graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings & graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.4Programmes and schedules:
  Programmes and schedules:
  
  • digital timeline model
  
  • bar charts
  
  • network analysis
  
  • critical path
  
  • time change
  
  • action lists
  
  • method statements
  
  • control systems
- cosbimd21.4Clarification and advice:
  Clarification and advice:
  
  • the client/clients representative
  
  • consultants
  
  • project team partners
  
  • practice research
  
  • technical publications
  
  • trade literature
  
  • experts, including experienced craftspeople and suppliers
- cosbimd21.4Analyse:
  Analyse:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
- cosbimd21.4Project requirements:
  Project requirements:
  
  • contract conditions
  
  • defined responsibilities
  
  • open book accounting
  
  • contract programme stipulations
  
  • statutory consent
  
  • Building Control notification
  
  • third party obligations
  
  • organisation and use of resources
  
  • health and safety requirements
  
  • quantities
  
  • energy and low carbon efficiency
  
  • protection of archaeological and historically valuable resources
  
  • skills and training development
- cosbimd21.4External factors:
  External factors:
  
  • other related programmes
  
  • supply lead times
  
  • contingencies
  
  • special working conditions
  
  • impact on occupiers and near neighbours
  
  • seasonal weather conditions
  
  • statutory limitations
  
  • site conditions
  
  • off-site manufacture, on-site assembly
- cosbimd21.4Produce:
  Produce:
  
  • manually
  
  • electronically
- cosbimd21.4 cosccomo14System for monitoring and recording:
  System for monitoring and recording:
  
  • manual
  
  • electronic
obtain clarification and advice where the resources needed are not available
cosbimd21.4 cosao24 obtain clarification and advice where the resources needed are not available
context
- cosbimd21.4Resources:
  Resources:
  
  • consultants
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • work area and facilities
- cosbimd21.4Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings & graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings & graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.4Programmes and schedules:
  Programmes and schedules:
  
  • digital timeline model
  
  • bar charts
  
  • network analysis
  
  • critical path
  
  • time change
  
  • action lists
  
  • method statements
  
  • control systems
- cosbimd21.4Clarification and advice:
  Clarification and advice:
  
  • the client/clients representative
  
  • consultants
  
  • project team partners
  
  • practice research
  
  • technical publications
  
  • trade literature
  
  • experts, including experienced craftspeople and suppliers
- cosbimd21.4Analyse:
  Analyse:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
- cosbimd21.4Project requirements:
  Project requirements:
  
  • contract conditions
  
  • defined responsibilities
  
  • open book accounting
  
  • contract programme stipulations
  
  • statutory consent
  
  • Building Control notification
  
  • third party obligations
  
  • organisation and use of resources
  
  • health and safety requirements
  
  • quantities
  
  • energy and low carbon efficiency
  
  • protection of archaeological and historically valuable resources
  
  • skills and training development
- cosbimd21.4External factors:
  External factors:
  
  • other related programmes
  
  • supply lead times
  
  • contingencies
  
  • special working conditions
  
  • impact on occupiers and near neighbours
  
  • seasonal weather conditions
  
  • statutory limitations
  
  • site conditions
  
  • off-site manufacture, on-site assembly
- cosbimd21.4Produce:
  Produce:
  
  • manually
  
  • electronically
- cosbimd21.4 cosccomo14System for monitoring and recording:
  System for monitoring and recording:
  
  • manual
  
  • electronic
evaluate alternative methods, resources and systems, in order to select the optimum solution to meet project requirements
cosbimd21.4 evaluate alternative methods, resources and systems, in order to select the optimum solution to meet project requirements
context
- cosbimd21.4Resources:
  Resources:
  
  • consultants
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • work area and facilities
- cosbimd21.4Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings & graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings & graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.4Programmes and schedules:
  Programmes and schedules:
  
  • digital timeline model
  
  • bar charts
  
  • network analysis
  
  • critical path
  
  • time change
  
  • action lists
  
  • method statements
  
  • control systems
- cosbimd21.4Clarification and advice:
  Clarification and advice:
  
  • the client/clients representative
  
  • consultants
  
  • project team partners
  
  • practice research
  
  • technical publications
  
  • trade literature
  
  • experts, including experienced craftspeople and suppliers
- cosbimd21.4Analyse:
  Analyse:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
- cosbimd21.4Project requirements:
  Project requirements:
  
  • contract conditions
  
  • defined responsibilities
  
  • open book accounting
  
  • contract programme stipulations
  
  • statutory consent
  
  • Building Control notification
  
  • third party obligations
  
  • organisation and use of resources
  
  • health and safety requirements
  
  • quantities
  
  • energy and low carbon efficiency
  
  • protection of archaeological and historically valuable resources
  
  • skills and training development
- cosbimd21.4External factors:
  External factors:
  
  • other related programmes
  
  • supply lead times
  
  • contingencies
  
  • special working conditions
  
  • impact on occupiers and near neighbours
  
  • seasonal weather conditions
  
  • statutory limitations
  
  • site conditions
  
  • off-site manufacture, on-site assembly
- cosbimd21.4Produce:
  Produce:
  
  • manually
  
  • electronically
- cosbimd21.4 cosccomo14System for monitoring and recording:
  System for monitoring and recording:
  
  • manual
  
  • electronic
identify major activities, calculate the resources needed and identify their sources from the project information available and prepare a draft work programme
cosbimd21.4 identify major activities, calculate the resources needed and identify their sources from the project information available and prepare a draft work programme
context
- cosbimd21.4Resources:
  Resources:
  
  • consultants
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • work area and facilities
- cosbimd21.4Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings & graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings & graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.4Programmes and schedules:
  Programmes and schedules:
  
  • digital timeline model
  
  • bar charts
  
  • network analysis
  
  • critical path
  
  • time change
  
  • action lists
  
  • method statements
  
  • control systems
- cosbimd21.4Clarification and advice:
  Clarification and advice:
  
  • the client/clients representative
  
  • consultants
  
  • project team partners
  
  • practice research
  
  • technical publications
  
  • trade literature
  
  • experts, including experienced craftspeople and suppliers
- cosbimd21.4Analyse:
  Analyse:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
- cosbimd21.4Project requirements:
  Project requirements:
  
  • contract conditions
  
  • defined responsibilities
  
  • open book accounting
  
  • contract programme stipulations
  
  • statutory consent
  
  • Building Control notification
  
  • third party obligations
  
  • organisation and use of resources
  
  • health and safety requirements
  
  • quantities
  
  • energy and low carbon efficiency
  
  • protection of archaeological and historically valuable resources
  
  • skills and training development
- cosbimd21.4External factors:
  External factors:
  
  • other related programmes
  
  • supply lead times
  
  • contingencies
  
  • special working conditions
  
  • impact on occupiers and near neighbours
  
  • seasonal weather conditions
  
  • statutory limitations
  
  • site conditions
  
  • off-site manufacture, on-site assembly
- cosbimd21.4Produce:
  Produce:
  
  • manually
  
  • electronically
- cosbimd21.4 cosccomo14System for monitoring and recording:
  System for monitoring and recording:
  
  • manual
  
  • electronic
summarise and present clearly and accurately the cost implications of adopting alternative design, construction, services, financing and use strategies
cosbimb51.3 summarise and present clearly and accurately the cost implications of adopting alternative design, construction, services, financing and use strategies
context
- cosbimb51.3 cosbimb53.3 cosbimb53.1 cosbimb53.2Stakeholders:
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb51.3Project Stage:
  Project Stage:
  
  • Stage 0 (Stragegy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb51.3Methods:
  Methods:
  
  • cost benefit analysis
  
  • whole life
  
  • life cycle costing
  
  • value management
  
  • feasibility studies
  
  • elemental cost planning
- cosbimb51.3Factors:
  Factors:
  
  • level of confidence/risk in design information refinement
  
  • quality
  
  • scheduling
  
  • whole-life costs
  
  • residual costs
  
  • scale
  
  • location
  
  • use and flexibility of use
  
  • projected planned life
  
  • land costs (including environmental value)
  
  • capital construction costs
  
  • procurement type
  
  • health and safety costs
  
  • capital financing models and costs
  
  • maintenance costs
  
  • business/investment risk
  
  • water use
  
  • energy costs
  
  • technologies and materials consistent with sustainability principles
  
  • optimise material use
  
  • costs in use
  
  • income from rentals
  
  • residual value of site
  
  • residual value of structures
  
  • residual value of salvageable materials and equipment
  
  • costs of returning site to original use
  
  • project organisation costs
  
  • maximise environmental and ecological benefits
  
  • community benefits
  
  • low carbon (capital and in-use)
  
  • value management
  
  • risk management
  
  • cost effective out-performance of statutory requirements
keep registers and records of drawings which are complete, accurate and up-todate
cosbimb61.1 keep registers and records of drawings which are complete, accurate and up-todate
context
- cosbimb61.1Drawings:
  Drawings:
  
  • location, assembly, component
  
  • sketches
  
  • working drawings
  
  • schedules
  
  • presentation drawings
  
  • co-ordination drawings
- cosbimb61.1Purpose (of drawing):
  Purpose (of drawing):
  
  • convey the design intent
  
  • coordination
  
  • discipline specific
  
  • interdisciplinary coordination
  
  • obtain consents
  
  • procurement
  
  • contract
  
  • production
  
  • record
  
  • presentation
  
  • analysis
  
  • factory manufacture
  
  • site installation
  
  • sub-contract & specialist details
- cosbimb61.1 cosbimb61.2 cosbimb53.3Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosbimb61.1 cosbimb61.2Methods and media:
  Methods and media:
  
  • manual
  
  • electronic
- cosbimb61.1Drawing conventions:
  Drawing conventions:
  
  • detailing standards
  
  • codes of practice
  
  • current industry practice
  
  • methods of coordination
- cosbimb61.1Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
- cosbimb61.1Checks and approvals:
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • checks and approvals
  
  • technical content
  
  • completeness
  
  • co-ordination
  
  • non-duplication
  
  • referencing
  
  • cross-referencing and correlation with associated information and documents
  
  • conflict and clash detection
  
  • spelling, grammar and punctuation
  
  • status
  
  • positioning
  
  • shape
  
  • dimensions
  
  • tolerances
  
  • composition
  
  • fixing
  
  • annotation
  
  • symbols and conventions
  
  • interoperability
  
  • coordination
  
  • revision control
identify and calculate data relevant to the characteristics in order to assess their relative implications for design solutions
cosbimb52.2 identify and calculate data relevant to the characteristics in order to assess their relative implications for design solutions
context
- cosbimb52.2Identify
  Identify
  
  • standard lists and procedures
  
  • investigative research
  
  • surveys and assessments of existing buildings
- cosbimb52.2 cosbimb51 cosbimb54.2Technical characteristics:
  Technical characteristics:
  
  • structural forms
  
  • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
  
  • available and projected technology (including renewable energy)
  
  • prefabricated components and system options
  
  • performance, quality, operation and maintenance requirements
  
  • building physics (energy performance of structures, insulation, fire protection)
  
  • materials form, performance, appearance, availability, sustainability, efficiency of use
  
  • building services integration and control
- cosbimb52.2Environmental characteristics: local ecology hydrology (tides and currents and flood risk water use exposure/shelter/shading heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows) thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness) daylight and illumination acoustics energy & natural resource use and management interaction of users and buildings, carbon (embodied and in-use) and carbon rating resource/waste management pollution risk and reduction of emissions and waste
  Environmental characteristics:
  
  • local ecology
  
  • hydrology (tides and currents and flood risk
  
  • water use
  
  • exposure/shelter/shading
  
  • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
  
  • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
  
  • daylight and illumination
  
  • acoustics
  
  • energy & natural resource use and management
  
  • interaction of users and buildings,
  
  • carbon (embodied and in-use) and carbon rating
  
  • resource/waste management
  
  • pollution risk and reduction of emissions and waste
- cosbimb52.2Project Stages: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stages:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb52.2Interactions between different characteristics:
  Interactions between different characteristics:
  
  • orientation
  
  • effects of location, shelter and shading
  
  • building form and structure - new and existing
  
  • properties of construction fabric
  
  • thermal bridging and air leakage
  
  • building services engineering
  
  • hygro-thermal performance (transportation of heat, air and moisture through the building envelope)
  
  • thermal transmittance, thermal bypasses, sequencing of construction processes, location and continuity of insulation
  
  • passive design and new active technology/ products/innovations
  
  • new and renewable energy systems
  
  • electromagnetic compatibility
  
  • embedded energy
- cosbimb52.2Design parameters client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb52.2 cosbimb51Present:
  Present:
  
  • sketches
  
  • drawings
  
  • physical models
  
  • electronically
  
  • diagrams
  
  • mathematical modelling
  
  • photomontage
  
  • mock-ups
  
  • written reports
  
  • cost estimates
  
  • orally
  
  • aurally
  
  • Building Information Modelling
recommend the introduction of successful new products and processes into the organisation's operations and develop programmes for their implementation
cosbimf12.2 recommend the introduction of successful new products and processes into the organisation's operations and develop programmes for their implementation
context
- cosbimf12.2Operational constraints:
  Operational constraints:
  
  • site locations
  
  • natural environment
  
  • availability of competent people
  
  • transportation
  
  • infrastructure
  
  • market conditions
- cosbimf12.2Contextual constraints:
  Contextual constraints:
  
  • social
  
  • political
  
  • cultural
  
  • financial
  
  • economic
  
  • environmental
  
  • regulatory
- cosbimf12.2Products:
  Products:
  
  • raw materials
  
  • manufactured materials and components
  
  • systems
- cosbimf12.2Processes, method and techniques:
  Processes, method and techniques:
  
  • design services
  
  • advisory services
  
  • management services
  
  • production systems
  
  • control systems
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.2Planning (ERP))
  Planning (ERP))
- cosbimf12.2Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse:
  
  ‐ feasibility studies
  
  ‐ Strengths, Weaknesses, Opportunities and Threats
  
  ‐ against industry performance benchmarks
  
  • Data and information - sources:
  
  ‐ professional journals and publications
  
  ‐ data from within the built environment
  
  ‐ information from other industries
analyse available data and information and propose potential alternative users and markets for new products and processes
cosbimf12.2 analyse available data and information and propose potential alternative users and markets for new products and processes
context
- cosbimf12.2Operational constraints:
  Operational constraints:
  
  • site locations
  
  • natural environment
  
  • availability of competent people
  
  • transportation
  
  • infrastructure
  
  • market conditions
- cosbimf12.2Contextual constraints:
  Contextual constraints:
  
  • social
  
  • political
  
  • cultural
  
  • financial
  
  • economic
  
  • environmental
  
  • regulatory
- cosbimf12.2Products:
  Products:
  
  • raw materials
  
  • manufactured materials and components
  
  • systems
- cosbimf12.2Processes, method and techniques:
  Processes, method and techniques:
  
  • design services
  
  • advisory services
  
  • management services
  
  • production systems
  
  • control systems
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.2Planning (ERP))
  Planning (ERP))
- cosbimf12.2Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse:
  
  ‐ feasibility studies
  
  ‐ Strengths, Weaknesses, Opportunities and Threats
  
  ‐ against industry performance benchmarks
  
  • Data and information - sources:
  
  ‐ professional journals and publications
  
  ‐ data from within the built environment
  
  ‐ information from other industries
monitor the compliance of projects with the objectives, investigate variances and restore compliance with the development plan
cosbimf12.2 monitor the compliance of projects with the objectives, investigate variances and restore compliance with the development plan
context
- cosbimf12.2Operational constraints:
  Operational constraints:
  
  • site locations
  
  • natural environment
  
  • availability of competent people
  
  • transportation
  
  • infrastructure
  
  • market conditions
- cosbimf12.2Contextual constraints:
  Contextual constraints:
  
  • social
  
  • political
  
  • cultural
  
  • financial
  
  • economic
  
  • environmental
  
  • regulatory
- cosbimf12.2Products:
  Products:
  
  • raw materials
  
  • manufactured materials and components
  
  • systems
- cosbimf12.2Processes, method and techniques:
  Processes, method and techniques:
  
  • design services
  
  • advisory services
  
  • management services
  
  • production systems
  
  • control systems
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.2Planning (ERP))
  Planning (ERP))
- cosbimf12.2Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse:
  
  ‐ feasibility studies
  
  ‐ Strengths, Weaknesses, Opportunities and Threats
  
  ‐ against industry performance benchmarks
  
  • Data and information - sources:
  
  ‐ professional journals and publications
  
  ‐ data from within the built environment
  
  ‐ information from other industries
identify and implement valid and realistic development programmes which will maximise added value
cosbimf12.2 identify and implement valid and realistic development programmes which will maximise added value
context
- cosbimf12.2Operational constraints:
  Operational constraints:
  
  • site locations
  
  • natural environment
  
  • availability of competent people
  
  • transportation
  
  • infrastructure
  
  • market conditions
- cosbimf12.2Contextual constraints:
  Contextual constraints:
  
  • social
  
  • political
  
  • cultural
  
  • financial
  
  • economic
  
  • environmental
  
  • regulatory
- cosbimf12.2Products:
  Products:
  
  • raw materials
  
  • manufactured materials and components
  
  • systems
- cosbimf12.2Processes, method and techniques:
  Processes, method and techniques:
  
  • design services
  
  • advisory services
  
  • management services
  
  • production systems
  
  • control systems
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.2Planning (ERP))
  Planning (ERP))
- cosbimf12.2Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse:
  
  ‐ feasibility studies
  
  ‐ Strengths, Weaknesses, Opportunities and Threats
  
  ‐ against industry performance benchmarks
  
  • Data and information - sources:
  
  ‐ professional journals and publications
  
  ‐ data from within the built environment
  
  ‐ information from other industries
commission suitable projects to specify and test new and improved products and processes which will achieve the identified operational needs
cosbimf12.2 commission suitable projects to specify and test new and improved products and processes which will achieve the identified operational needs
context
- cosbimf12.2Operational constraints:
  Operational constraints:
  
  • site locations
  
  • natural environment
  
  • availability of competent people
  
  • transportation
  
  • infrastructure
  
  • market conditions
- cosbimf12.2Contextual constraints:
  Contextual constraints:
  
  • social
  
  • political
  
  • cultural
  
  • financial
  
  • economic
  
  • environmental
  
  • regulatory
- cosbimf12.2Products:
  Products:
  
  • raw materials
  
  • manufactured materials and components
  
  • systems
- cosbimf12.2Processes, method and techniques:
  Processes, method and techniques:
  
  • design services
  
  • advisory services
  
  • management services
  
  • production systems
  
  • control systems
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.2Planning (ERP))
  Planning (ERP))
- cosbimf12.2Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse:
  
  ‐ feasibility studies
  
  ‐ Strengths, Weaknesses, Opportunities and Threats
  
  ‐ against industry performance benchmarks
  
  • Data and information - sources:
  
  ‐ professional journals and publications
  
  ‐ data from within the built environment
  
  ‐ information from other industries
estimate, accurately, what funding and resources will be needed for development and the added value which will be obtained
cosbimf12.2 estimate, accurately, what funding and resources will be needed for development and the added value which will be obtained
context
- cosbimf12.2Operational constraints:
  Operational constraints:
  
  • site locations
  
  • natural environment
  
  • availability of competent people
  
  • transportation
  
  • infrastructure
  
  • market conditions
- cosbimf12.2Contextual constraints:
  Contextual constraints:
  
  • social
  
  • political
  
  • cultural
  
  • financial
  
  • economic
  
  • environmental
  
  • regulatory
- cosbimf12.2Products:
  Products:
  
  • raw materials
  
  • manufactured materials and components
  
  • systems
- cosbimf12.2Processes, method and techniques:
  Processes, method and techniques:
  
  • design services
  
  • advisory services
  
  • management services
  
  • production systems
  
  • control systems
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.2Planning (ERP))
  Planning (ERP))
- cosbimf12.2Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse:
  
  ‐ feasibility studies
  
  ‐ Strengths, Weaknesses, Opportunities and Threats
  
  ‐ against industry performance benchmarks
  
  • Data and information - sources:
  
  ‐ professional journals and publications
  
  ‐ data from within the built environment
  
  ‐ information from other industries
analyse available data and information and identify needs and requirements for operational change and development
cosbimf12.2 analyse available data and information and identify needs and requirements for operational change and development
context
- cosbimf12.2Operational constraints:
  Operational constraints:
  
  • site locations
  
  • natural environment
  
  • availability of competent people
  
  • transportation
  
  • infrastructure
  
  • market conditions
- cosbimf12.2Contextual constraints:
  Contextual constraints:
  
  • social
  
  • political
  
  • cultural
  
  • financial
  
  • economic
  
  • environmental
  
  • regulatory
- cosbimf12.2Products:
  Products:
  
  • raw materials
  
  • manufactured materials and components
  
  • systems
- cosbimf12.2Processes, method and techniques:
  Processes, method and techniques:
  
  • design services
  
  • advisory services
  
  • management services
  
  • production systems
  
  • control systems
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.2Planning (ERP))
  Planning (ERP))
- cosbimf12.2Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse:
  
  ‐ feasibility studies
  
  ‐ Strengths, Weaknesses, Opportunities and Threats
  
  ‐ against industry performance benchmarks
  
  • Data and information - sources:
  
  ‐ professional journals and publications
  
  ‐ data from within the built environment
  
  ‐ information from other industries
evaluate the strengths and weaknesses of existing processes, methods and techniques and whether they are suitable for achieving the required products and processes
cosbimf12.2 evaluate the strengths and weaknesses of existing processes, methods and techniques and whether they are suitable for achieving the required products and processes
context
- cosbimf12.2Operational constraints:
  Operational constraints:
  
  • site locations
  
  • natural environment
  
  • availability of competent people
  
  • transportation
  
  • infrastructure
  
  • market conditions
- cosbimf12.2Contextual constraints:
  Contextual constraints:
  
  • social
  
  • political
  
  • cultural
  
  • financial
  
  • economic
  
  • environmental
  
  • regulatory
- cosbimf12.2Products:
  Products:
  
  • raw materials
  
  • manufactured materials and components
  
  • systems
- cosbimf12.2Processes, method and techniques:
  Processes, method and techniques:
  
  • design services
  
  • advisory services
  
  • management services
  
  • production systems
  
  • control systems
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.2Planning (ERP))
  Planning (ERP))
- cosbimf12.2Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse:
  
  ‐ feasibility studies
  
  ‐ Strengths, Weaknesses, Opportunities and Threats
  
  ‐ against industry performance benchmarks
  
  • Data and information - sources:
  
  ‐ professional journals and publications
  
  ‐ data from within the built environment
  
  ‐ information from other industries
identify operational and contextual constraints and realistic objectives for the development of new and existing products and processes
cosbimf12.2 identify operational and contextual constraints and realistic objectives for the development of new and existing products and processes
context
- cosbimf12.2Operational constraints:
  Operational constraints:
  
  • site locations
  
  • natural environment
  
  • availability of competent people
  
  • transportation
  
  • infrastructure
  
  • market conditions
- cosbimf12.2Contextual constraints:
  Contextual constraints:
  
  • social
  
  • political
  
  • cultural
  
  • financial
  
  • economic
  
  • environmental
  
  • regulatory
- cosbimf12.2Products:
  Products:
  
  • raw materials
  
  • manufactured materials and components
  
  • systems
- cosbimf12.2Processes, method and techniques:
  Processes, method and techniques:
  
  • design services
  
  • advisory services
  
  • management services
  
  • production systems
  
  • control systems
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.2Planning (ERP))
  Planning (ERP))
- cosbimf12.2Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse:
  
  ‐ feasibility studies
  
  ‐ Strengths, Weaknesses, Opportunities and Threats
  
  ‐ against industry performance benchmarks
  
  • Data and information - sources:
  
  ‐ professional journals and publications
  
  ‐ data from within the built environment
  
  ‐ information from other industries
Manage your own resources and undertake continuing personal development in the occupational practice area 1 develop and maintain personal networks of contacts, which are appropriate to meet your current and future needs for information and resources 2 check, on a regular basis, how you are using your time at work and identify possible improvements 3 ensure that your performance consistently meets or goes beyond agreed requirements 4 get regular and useful feedback on your performance from those who are in a good position to judge it and provide you with objective and valid feedback 5 discuss and agree, with those you report to, any changes to your personal work objectives and development plan in the light of performance, feedback received, any development activities undertaken and any wider changes 6 define the personal aims and objectives for undertaking personal development 7 identify and contact sources of support and guidance for undertaking personal development 8 identify and select relevant standards of competence against which personal development can be measured 9 analyse the current personal level of performance against the identified standards of competence and record a profile of present competence and personal development needs 10 prepare a development plan for achieving identified development needs 11 undertake development activities aimed at achieving identified development needs, review and record progress and the effectiveness of the activities 12 measure the achievement of identified development needs and record evidence of competence gained against the identified standards of competence 13 review the cycle of personal development aims and objectives and revise and update aims and objectives to suit changing circumstances
COSCSMO04 Manage your own resources and undertake continuing personal development in the occupational practice area 1 develop and maintain personal networks of contacts, which are appropriate to meet your current and future needs for information and resources 2 check, on a regular basis, how you are using your time at work and identify possible improvements 3 ensure that your performance consistently meets or goes beyond agreed requirements 4 get regular and useful feedback on your performance from those who are in a good position to judge it and provide you with objective and valid feedback 5 discuss and agree, with those you report to, any changes to your personal work objectives and development plan in the light of performance, feedback received, any development activities undertaken and any wider changes 6 define the personal aims and objectives for undertaking personal development 7 identify and contact sources of support and guidance for undertaking personal development 8 identify and select relevant standards of competence against which personal development can be measured 9 analyse the current personal level of performance against the identified standards of competence and record a profile of present competence and personal development needs 10 prepare a development plan for achieving identified development needs 11 undertake development activities aimed at achieving identified development needs, review and record progress and the effectiveness of the activities 12 measure the achievement of identified development needs and record evidence of competence gained against the identified standards of competence 13 review the cycle of personal development aims and objectives and revise and update aims and objectives to suit changing circumstances
context
- COSCSMO04Manage your own resources and undertake continuing personal development in the occupational practice area
  Manage your own resources and undertake continuing personal development in the occupational practice area
  
  • Development plan includes:
  
  ‐ priorities
  
  ‐ target dates
  
  ‐ development activities
  
  • Development activities:
  
  ‐ formal courses
  
  ‐ research
  
  ‐ work experience
  
  ‐ personal study
  
  ‐ work shadowing/secondment
  
  ‐ mentoring including professional discussions
  
  ‐ developing personal networks
  
  ‐ publications
  
  • Aims and objectives:
  
  ‐ preparation for career development
  
  ‐ intellectual challenge
  
  ‐ need to provide evidence of vocational competence
  
  ‐ compliance with employer and professional requirements
  
  ‐ awareness of development needs
  
  ‐ developing personal networks
  
  • Personal development:
  
  ‐ development of new competence
  
  ‐ maintenance of existing competence
  
  ‐ improvements of existing competence
  
  ‐ commitment to vocational excellence
  
  • Sources of support and guidance:
  
  ‐ national/industry bodies
  
  ‐ Professional Institutions
  
  ‐ education and training providers
  
  ‐ in house
  
  ‐ national occupational standards
  
  ‐ current publications
  
  ‐ benchmarks
  
  ‐ mentoring
  
  • Standards of competence:
  
  ‐ job descriptions and personal specification
  
  ‐ professional institution requirements
  
  ‐ national occupational standards
- COSCSMO04Enable people and yourself to learn and benefit from practice experience
  Enable people and yourself to learn and benefit from practice experience
  
  • People:
  
  ‐ colleagues
  
  ‐ junior colleagues
  
  ‐ trainees and students
  
  ‐ potential entrants to the industry
  
  • Opportunities and resources:
  
  ‐ paid time
  
  ‐ personal time
  
  ‐ office
  
  ‐ site
  
  ‐ collaboration with others
  
  • Knowledge and practice:
  
  ‐ lessons from own experience
  
  ‐ lessons from others experience
  
  ‐ published sources
  
  • Learning techniques and methods:
  
  ‐ attending training and educational programmes
  
  ‐ coaching
  
  ‐ mentoring
  
  ‐ instructing
  
  ‐ agreeing work based learning opportunities
  
  ‐ performance appraisal
  
  ‐ work shadowing/secondments
Prepare and process appeals and negotiate to secure statutory consent
cosbedmo12 Prepare and process appeals and negotiate to secure statutory consent
context
- cosbedmo12Identify, evaluate and confirm project regulatory requirements and constraints
  Identify, evaluate and confirm project regulatory requirements and constraints
  
  • Investigation methods and techniques:
  
  ‐ standard document search
  
  ‐ comparative field research
  
  ‐ client and user consultation
  
  ‐ discussion with regulatory and statutory bodies and local authorities
  
  ‐ commissioning investigations by specialists
  
  • Key factors:
  
  ‐ infrastructure issues
  
  ‐ land use
  
  ‐ physical development
  
  ‐ environmental considerations
  
  ‐ timetable
  
  ‐ financing
  
  • Regulations about:
  
  ‐ development and use of land
  
  ‐ structures
  
  ‐ buildings and highways
  
  ‐ renewal and clearance
  
  ‐ health, safety and welfare
  
  ‐ transport infrastructure
  
  ‐ environment
  
  ‐ conservation
  
  ‐ access (e.g DDA)
- cosbedmo12Report and advise on options for potential developments
  Report and advise on options for potential developments
  
  • Regulatory Constraints:
  
  ‐ development and use of land
  
  ‐ structures
  
  ‐ buildings and highways
  
  ‐ renewal and clearance
  
  ‐ health, safety and welfare
- cosbedmo12transport infrastructure
  transport infrastructure
  
  • environment
  
  • conservation
  
  • access (e.g DDA)
- cosbedmo12Requirements and preferences for:
  Requirements and preferences for:
  
  • infrastructure issues
  
  • land use
  
  • physical development
  
  • environmental impact
  
  • timetable
  
  • financing
  
  • sustainability
  
  • Maintenance
- cosbedmo12Stakeholders:
  Stakeholders:
  
  • the client
  
  • owners
  
  • occupiers
  
  • community and special interest groups
  
  • planning authorities
  
  • civic and historical societies
  
  • regulatory authorities (e.g. heritage/environmental bodies)
  
  • public enquiries
- cosbedmo12Advice provided:
  Advice provided:
  
  • orally
  
  • in writing
  
  • using graphics
  
  • electronically
- cosbedmo12Prepare and process applications to secure statutory consents
  Prepare and process applications to secure statutory consents
  
  • Aspects of the project:
  
  ‐ development and use of land
  
  ‐ structures
  
  ‐ buildings and highways
  
  ‐ renewal and clearance
  
  ‐ health, safety and welfare
- cosbedmo12transport infrastructure
  transport infrastructure
  
  • environment
  
  • conservation
  
  • access (e.g DDA)
- cosbedmo12Consents:
  Consents:
  
  • planning
  
  • building control
  
  • environmental
  
  • utilities
- cosbedmo12Alternatives:
  Alternatives:
  
  • amending the brief
  
  • amending the proposal
  
  • appealing
  
  • withdrawing the application
- cosbedmo12Prepare and process appeals and negotiate to secure statutory consent
  Prepare and process appeals and negotiate to secure statutory consent
  
  • Appeal against a refusal to grant consent for: :
  
  ‐ development and use of land
  
  ‐ structures
  
  ‐ buildings and highways
  
  ‐ renewal and clearance
  
  ‐ health, safety and welfare
  
  ‐ transport infrastructure
  
  ‐ environment
  
  ‐ conservation
Identify and evaluate sustainable resources 13 investigate, from appropriate information sources, the factors which impact on the utilisation and sustainability of renewable resources 14 assess accurately the costs and implications of the management and replacement of renewable resources 15 identify and summarise appropriate and valid information sources and identify potential alternative resources 16 compare the technical performance and environmental implications of alternative resources with the performance of existing finite resources with a similar function and calculate any variances 17 investigate, assess and recommend suitable strategies for developing alternative resources, which indicate positive technical and environmental advantages 18 present strategies in a suitable format and justify them to stakeholders
COSCSMO07 Identify and evaluate sustainable resources 13 investigate, from appropriate information sources, the factors which impact on the utilisation and sustainability of renewable resources 14 assess accurately the costs and implications of the management and replacement of renewable resources 15 identify and summarise appropriate and valid information sources and identify potential alternative resources 16 compare the technical performance and environmental implications of alternative resources with the performance of existing finite resources with a similar function and calculate any variances 17 investigate, assess and recommend suitable strategies for developing alternative resources, which indicate positive technical and environmental advantages 18 present strategies in a suitable format and justify them to stakeholders
context
- COSCSMO07Assess the environmental impact of development proposals
  Assess the environmental impact of development proposals
  
  • Requirements:
  
  ‐ social and community obligations
  
  ‐ legal obligations
  
  ‐ current codes of practice
  
  ‐ feasibility
  
  ‐ conditions to be applied to the proposal
  
  ‐ significant environmental issues and effects
  
  ‐ examining alternatives
  
  ‐ proposing appropriate mitigation measures
  
  • Proposals:
  
  ‐ individual projects
  
  ‐ strategic policies, plans and proposals
  
  • Factors:
  
  ‐ environmental impact and sustainability
  
  ‐ quantity
  
  ‐ quality (including design)
  
  ‐ cost (including whole life costs/return on investment)
  
  ‐ time
  
  ‐ social (community use and adaptability)
  
  ‐ Programme
  
  ‐ transport impact minimisation
  
  • Criteria:
  
  ‐ primary and secondary effects
  
  ‐ positive and negative
  
  ‐ risk and opportunity
  
  ‐ construction, operation and decommissioning stages
  
  ‐ temporary, cumulative and permanent
  
  ‐ short and long term
  
  • Relevant data:
  
  ‐ project baseline information
  
  ‐ survey information
  
  ‐ relevant standards
  
  ‐ relevant legal, regulatory and policy requirements
  
  ‐ historical
  
  ‐ project
  
  • Alternative solutions:
  
  ‐ different locations
  
  ‐ different sites
  
  ‐ brownfield development
  
  ‐ different layouts
  
  ‐ extending the use of existing resources
  
  ‐ renewable energy technology
  
  ‐ use of alternative resources
  
  ‐ changes to implementation and phasing
  
  ‐ not carrying out the proposal
- COSCSMO07Evaluate and present sustainable requirement
  Evaluate and present sustainable requirement
  
  • Goals and priorities:
  
  ‐ quantity
  
  ‐ cost (including whole life costs)
  
  ‐ time
  
  ‐ development
  
  ‐ improvement
  
  ‐ use
  
  ‐ Maintenance
  
  ‐ low carbon design
  
  ‐ environmental impact and sustainability
  
  ‐ security
  
  ‐ health and safety
  
  ‐ logistics
  
  • Investigate:
  
  ‐ use of benchmarking tools
  
  ‐ insurance risk
  
  ‐ research
  
  ‐ consultancy advice
  
  ‐ regulatory advice
  
  • Economic factors and resources:
  
  ‐ finance
  
  ‐ fiscal policy (including carbon tax/incentives)
  
  ‐ water demand/supply/use minimisation
  
  ‐ payback/return on investment
  
  ‐ carbon trading schemes/carbon reduction credits
  
  ‐ climate change levy agreements
  
  ‐ workforce (skills)
  
  ‐ raw materials
  
  ‐ manufactured systems and component/modular systems
  
  ‐ energy use/demand minimisation
  
  ‐ water demand/supply/use minimisation
  
  ‐ brownfield development
  
  ‐ land use
  
  ‐ resource efficient low carbon urban design
  
  ‐ market demands and social factors
  
  • Environmental and ecological factors:
  
  ‐ natural resources
  
  ‐ emissions (air, land, water)
  
  ‐ waste and recycling
  
  ‐ effluent
  
  ‐ access to environmentally sensitive areas
  
  ‐ effects of climate change
  
  ‐ land use contamination
  
  ‐ carbon use minimisation
  
  ‐ water use
  
  ‐ biodiversity
  
  ‐ renewable energy technology
  
  ‐ protect archaeological and historically valuable resources
  
  ‐ transport impact minimisation
  
  • Social views:
  
  ‐ client
  
  ‐ funders/investors
  
  ‐ workforce
  
  ‐ suppliers
  
  ‐ users
  
  ‐ community (including public and private space)
  
  • Asset value and sustainability:
  
  ‐ provide capital growth
  
  ‐ location in relation to a stable economy and community
  
  ‐ saleable revenue
  
  ‐ minimising running costs (environmental and economic)
  
  ‐ minimising maintenance
  
  ‐ location in relation to flooding/ground conditions
  
  ‐ energy use/demand minimisation
  
  ‐ district heating
- COSCSMO07Identify and evaluate sustainable resources
  Identify and evaluate sustainable resources
  
  • Information sources:
  
  ‐ desk research of published literature
  
  ‐ commissioned research
  
  ‐ consultation with appropriate authorities
  
  ‐ consultation with colleagues
  
  • Factors:
  
  ‐ Nature
  
  ‐ location
  
  ‐ continued availability
  
  ‐ energy use/demand/storage capacity
  
  ‐ climate change impact
  
  ‐ carbon use
  
  ‐ waste
  
  ‐ water use
  
  ‐ biodiversity
  
  • Utilisation:
  
  ‐ historic use
  
  ‐ current use
  
  ‐ anticipated future use
  
  • Resources:
  
  ‐ alternative power generation schemes and implications on design and master planning
  
  ‐ solar, wind, biomass, CHP, photovoltaic, ground source heat pump, air source heat pump, hydrogen; fuel cell)
  
  ‐ hydro, wave and tidal power
  
  • Environmental implications:
  
  ‐ social
  
  ‐ cultural
  
  ‐ technical
  
  ‐ economic (including funding/tax incentives)
  
  ‐ visual
  
  ‐ political
  
  ‐ legal
  
  • Present:
  
  ‐ oral
  
  ‐ written
  
  ‐ graphically
  
  ‐ electronically
  
  • Stakeholders:
  
  ‐ immediate superiors and managers
  
  ‐ elected representatives
  
  ‐ public servants
  
  ‐ shareholders
Evaluate and present sustainable requirements 7 identify goals and priorities for potential development, both currently and in the future 8 investigate and identify the design, function and performance requirements of the potential project 9 investigate economic factors and resources, environmental and ecological factors, and social views that affect the future asset value and sustainability of potential development and consider alternatives 10 evaluate the best balance between the potential asset value and sustainability and project design, function, performance and return on investment 11 present development strategies in a suitable format and justify them to decision makers 12 decide whether and how to implement potential sustainable development projects so as to achieve key requirements
COSCSMO07 Evaluate and present sustainable requirements 7 identify goals and priorities for potential development, both currently and in the future 8 investigate and identify the design, function and performance requirements of the potential project 9 investigate economic factors and resources, environmental and ecological factors, and social views that affect the future asset value and sustainability of potential development and consider alternatives 10 evaluate the best balance between the potential asset value and sustainability and project design, function, performance and return on investment 11 present development strategies in a suitable format and justify them to decision makers 12 decide whether and how to implement potential sustainable development projects so as to achieve key requirements
context
- COSCSMO07Assess the environmental impact of development proposals
  Assess the environmental impact of development proposals
  
  • Requirements:
  
  ‐ social and community obligations
  
  ‐ legal obligations
  
  ‐ current codes of practice
  
  ‐ feasibility
  
  ‐ conditions to be applied to the proposal
  
  ‐ significant environmental issues and effects
  
  ‐ examining alternatives
  
  ‐ proposing appropriate mitigation measures
  
  • Proposals:
  
  ‐ individual projects
  
  ‐ strategic policies, plans and proposals
  
  • Factors:
  
  ‐ environmental impact and sustainability
  
  ‐ quantity
  
  ‐ quality (including design)
  
  ‐ cost (including whole life costs/return on investment)
  
  ‐ time
  
  ‐ social (community use and adaptability)
  
  ‐ Programme
  
  ‐ transport impact minimisation
  
  • Criteria:
  
  ‐ primary and secondary effects
  
  ‐ positive and negative
  
  ‐ risk and opportunity
  
  ‐ construction, operation and decommissioning stages
  
  ‐ temporary, cumulative and permanent
  
  ‐ short and long term
  
  • Relevant data:
  
  ‐ project baseline information
  
  ‐ survey information
  
  ‐ relevant standards
  
  ‐ relevant legal, regulatory and policy requirements
  
  ‐ historical
  
  ‐ project
  
  • Alternative solutions:
  
  ‐ different locations
  
  ‐ different sites
  
  ‐ brownfield development
  
  ‐ different layouts
  
  ‐ extending the use of existing resources
  
  ‐ renewable energy technology
  
  ‐ use of alternative resources
  
  ‐ changes to implementation and phasing
  
  ‐ not carrying out the proposal
- COSCSMO07Evaluate and present sustainable requirement
  Evaluate and present sustainable requirement
  
  • Goals and priorities:
  
  ‐ quantity
  
  ‐ cost (including whole life costs)
  
  ‐ time
  
  ‐ development
  
  ‐ improvement
  
  ‐ use
  
  ‐ Maintenance
  
  ‐ low carbon design
  
  ‐ environmental impact and sustainability
  
  ‐ security
  
  ‐ health and safety
  
  ‐ logistics
  
  • Investigate:
  
  ‐ use of benchmarking tools
  
  ‐ insurance risk
  
  ‐ research
  
  ‐ consultancy advice
  
  ‐ regulatory advice
  
  • Economic factors and resources:
  
  ‐ finance
  
  ‐ fiscal policy (including carbon tax/incentives)
  
  ‐ water demand/supply/use minimisation
  
  ‐ payback/return on investment
  
  ‐ carbon trading schemes/carbon reduction credits
  
  ‐ climate change levy agreements
  
  ‐ workforce (skills)
  
  ‐ raw materials
  
  ‐ manufactured systems and component/modular systems
  
  ‐ energy use/demand minimisation
  
  ‐ water demand/supply/use minimisation
  
  ‐ brownfield development
  
  ‐ land use
  
  ‐ resource efficient low carbon urban design
  
  ‐ market demands and social factors
  
  • Environmental and ecological factors:
  
  ‐ natural resources
  
  ‐ emissions (air, land, water)
  
  ‐ waste and recycling
  
  ‐ effluent
  
  ‐ access to environmentally sensitive areas
  
  ‐ effects of climate change
  
  ‐ land use contamination
  
  ‐ carbon use minimisation
  
  ‐ water use
  
  ‐ biodiversity
  
  ‐ renewable energy technology
  
  ‐ protect archaeological and historically valuable resources
  
  ‐ transport impact minimisation
  
  • Social views:
  
  ‐ client
  
  ‐ funders/investors
  
  ‐ workforce
  
  ‐ suppliers
  
  ‐ users
  
  ‐ community (including public and private space)
  
  • Asset value and sustainability:
  
  ‐ provide capital growth
  
  ‐ location in relation to a stable economy and community
  
  ‐ saleable revenue
  
  ‐ minimising running costs (environmental and economic)
  
  ‐ minimising maintenance
  
  ‐ location in relation to flooding/ground conditions
  
  ‐ energy use/demand minimisation
  
  ‐ district heating
- COSCSMO07Identify and evaluate sustainable resources
  Identify and evaluate sustainable resources
  
  • Information sources:
  
  ‐ desk research of published literature
  
  ‐ commissioned research
  
  ‐ consultation with appropriate authorities
  
  ‐ consultation with colleagues
  
  • Factors:
  
  ‐ Nature
  
  ‐ location
  
  ‐ continued availability
  
  ‐ energy use/demand/storage capacity
  
  ‐ climate change impact
  
  ‐ carbon use
  
  ‐ waste
  
  ‐ water use
  
  ‐ biodiversity
  
  • Utilisation:
  
  ‐ historic use
  
  ‐ current use
  
  ‐ anticipated future use
  
  • Resources:
  
  ‐ alternative power generation schemes and implications on design and master planning
  
  ‐ solar, wind, biomass, CHP, photovoltaic, ground source heat pump, air source heat pump, hydrogen; fuel cell)
  
  ‐ hydro, wave and tidal power
  
  • Environmental implications:
  
  ‐ social
  
  ‐ cultural
  
  ‐ technical
  
  ‐ economic (including funding/tax incentives)
  
  ‐ visual
  
  ‐ political
  
  ‐ legal
  
  • Present:
  
  ‐ oral
  
  ‐ written
  
  ‐ graphically
  
  ‐ electronically
  
  • Stakeholders:
  
  ‐ immediate superiors and managers
  
  ‐ elected representatives
  
  ‐ public servants
  
  ‐ shareholders
Assess the environmental impact of development proposals 1 investigate the requirements for assessing the environmental impact of proposals by examining policy documents, consulting stakeholders and experts 2 select the factors which will be included in the assessment and the criteria to be used for assessing the impact 3 collate relevant data and examine the proposal in its context 4 identify and review alternative solutions which will improve environmental quality and increase sustainability 5 analyse and forecast the environmental impact of the selected factors, both individually and in combination 6 assess, quantify and report on the significance of each factor and suggest measures which will reduce the environmental impact
COSCSMO07 Assess the environmental impact of development proposals 1 investigate the requirements for assessing the environmental impact of proposals by examining policy documents, consulting stakeholders and experts 2 select the factors which will be included in the assessment and the criteria to be used for assessing the impact 3 collate relevant data and examine the proposal in its context 4 identify and review alternative solutions which will improve environmental quality and increase sustainability 5 analyse and forecast the environmental impact of the selected factors, both individually and in combination 6 assess, quantify and report on the significance of each factor and suggest measures which will reduce the environmental impact
context
- COSCSMO07Assess the environmental impact of development proposals
  Assess the environmental impact of development proposals
  
  • Requirements:
  
  ‐ social and community obligations
  
  ‐ legal obligations
  
  ‐ current codes of practice
  
  ‐ feasibility
  
  ‐ conditions to be applied to the proposal
  
  ‐ significant environmental issues and effects
  
  ‐ examining alternatives
  
  ‐ proposing appropriate mitigation measures
  
  • Proposals:
  
  ‐ individual projects
  
  ‐ strategic policies, plans and proposals
  
  • Factors:
  
  ‐ environmental impact and sustainability
  
  ‐ quantity
  
  ‐ quality (including design)
  
  ‐ cost (including whole life costs/return on investment)
  
  ‐ time
  
  ‐ social (community use and adaptability)
  
  ‐ Programme
  
  ‐ transport impact minimisation
  
  • Criteria:
  
  ‐ primary and secondary effects
  
  ‐ positive and negative
  
  ‐ risk and opportunity
  
  ‐ construction, operation and decommissioning stages
  
  ‐ temporary, cumulative and permanent
  
  ‐ short and long term
  
  • Relevant data:
  
  ‐ project baseline information
  
  ‐ survey information
  
  ‐ relevant standards
  
  ‐ relevant legal, regulatory and policy requirements
  
  ‐ historical
  
  ‐ project
  
  • Alternative solutions:
  
  ‐ different locations
  
  ‐ different sites
  
  ‐ brownfield development
  
  ‐ different layouts
  
  ‐ extending the use of existing resources
  
  ‐ renewable energy technology
  
  ‐ use of alternative resources
  
  ‐ changes to implementation and phasing
  
  ‐ not carrying out the proposal
- COSCSMO07Evaluate and present sustainable requirement
  Evaluate and present sustainable requirement
  
  • Goals and priorities:
  
  ‐ quantity
  
  ‐ cost (including whole life costs)
  
  ‐ time
  
  ‐ development
  
  ‐ improvement
  
  ‐ use
  
  ‐ Maintenance
  
  ‐ low carbon design
  
  ‐ environmental impact and sustainability
  
  ‐ security
  
  ‐ health and safety
  
  ‐ logistics
  
  • Investigate:
  
  ‐ use of benchmarking tools
  
  ‐ insurance risk
  
  ‐ research
  
  ‐ consultancy advice
  
  ‐ regulatory advice
  
  • Economic factors and resources:
  
  ‐ finance
  
  ‐ fiscal policy (including carbon tax/incentives)
  
  ‐ water demand/supply/use minimisation
  
  ‐ payback/return on investment
  
  ‐ carbon trading schemes/carbon reduction credits
  
  ‐ climate change levy agreements
  
  ‐ workforce (skills)
  
  ‐ raw materials
  
  ‐ manufactured systems and component/modular systems
  
  ‐ energy use/demand minimisation
  
  ‐ water demand/supply/use minimisation
  
  ‐ brownfield development
  
  ‐ land use
  
  ‐ resource efficient low carbon urban design
  
  ‐ market demands and social factors
  
  • Environmental and ecological factors:
  
  ‐ natural resources
  
  ‐ emissions (air, land, water)
  
  ‐ waste and recycling
  
  ‐ effluent
  
  ‐ access to environmentally sensitive areas
  
  ‐ effects of climate change
  
  ‐ land use contamination
  
  ‐ carbon use minimisation
  
  ‐ water use
  
  ‐ biodiversity
  
  ‐ renewable energy technology
  
  ‐ protect archaeological and historically valuable resources
  
  ‐ transport impact minimisation
  
  • Social views:
  
  ‐ client
  
  ‐ funders/investors
  
  ‐ workforce
  
  ‐ suppliers
  
  ‐ users
  
  ‐ community (including public and private space)
  
  • Asset value and sustainability:
  
  ‐ provide capital growth
  
  ‐ location in relation to a stable economy and community
  
  ‐ saleable revenue
  
  ‐ minimising running costs (environmental and economic)
  
  ‐ minimising maintenance
  
  ‐ location in relation to flooding/ground conditions
  
  ‐ energy use/demand minimisation
  
  ‐ district heating
- COSCSMO07Identify and evaluate sustainable resources
  Identify and evaluate sustainable resources
  
  • Information sources:
  
  ‐ desk research of published literature
  
  ‐ commissioned research
  
  ‐ consultation with appropriate authorities
  
  ‐ consultation with colleagues
  
  • Factors:
  
  ‐ Nature
  
  ‐ location
  
  ‐ continued availability
  
  ‐ energy use/demand/storage capacity
  
  ‐ climate change impact
  
  ‐ carbon use
  
  ‐ waste
  
  ‐ water use
  
  ‐ biodiversity
  
  • Utilisation:
  
  ‐ historic use
  
  ‐ current use
  
  ‐ anticipated future use
  
  • Resources:
  
  ‐ alternative power generation schemes and implications on design and master planning
  
  ‐ solar, wind, biomass, CHP, photovoltaic, ground source heat pump, air source heat pump, hydrogen; fuel cell)
  
  ‐ hydro, wave and tidal power
  
  • Environmental implications:
  
  ‐ social
  
  ‐ cultural
  
  ‐ technical
  
  ‐ economic (including funding/tax incentives)
  
  ‐ visual
  
  ‐ political
  
  ‐ legal
  
  • Present:
  
  ‐ oral
  
  ‐ written
  
  ‐ graphically
  
  ‐ electronically
  
  • Stakeholders:
  
  ‐ immediate superiors and managers
  
  ‐ elected representatives
  
  ‐ public servants
  
  ‐ shareholders
agree a form of contract which is capable of being put into effect
cosbimb15.2 agree a form of contract which is capable of being put into effect
context
- cosbimb15.2Stakeholders:
  Stakeholders:
  
  • the client
  
  • the employer
  
  • designers
  
  • lead contractors
  
  • domestic, nominated sub-contractors
  
  • management
  
  • facilities/asset managers
  
  • partners
  
  • third parties
- cosbimb15.2Form of contract:
  Form of contract:
  
  • standard
  
  • non standard
- cosbimb15.2Criteria for selecting:
  Criteria for selecting:
  
  • clients needs and requirements
  
  • form of procurement
  
  • degree of risk
  
  • technical complexity
  
  • project partnering
  
  • sector practice
- cosbimb15.2Type of project work:
  Type of project work:
  
  • design
  
  • construction
  
  • services
interpret the given information relating to the work and resources to
cosvr46 cosvr43 cosvr53 cosvr605 cosvr630 cosvr21 cosvr09 interpret the given information relating to the work and resources to
knowledge
- cosvr46Interpretation of information the organisational procedures developed to report and rectify inappropriate information and unsuitable resources, and how they are implemented the types of information, their source and how they are interpreted the organisational procedures to solve problems with the information and why it is important they are followed
  Interpretation of information
  
  • the organisational procedures developed to report and rectify inappropriate information and unsuitable resources, and how they are implemented
  
  • the types of information, their source and how they are interpreted
  
  • the organisational procedures to solve problems with the information and why it is important they are followed
context
- cosvr46interpretation of drawings, specifications, schedules and manufacturers' information related to the work to be carried out
  interpretation of drawings, specifications, schedules and manufacturers' information related to the work to be carried out
clarify any information to be included which is incomplete and inconsistent and make accurate amendments
cosbimb61.1 clarify any information to be included which is incomplete and inconsistent and make accurate amendments
context
- cosbimb61.1Drawings:
  Drawings:
  
  • location, assembly, component
  
  • sketches
  
  • working drawings
  
  • schedules
  
  • presentation drawings
  
  • co-ordination drawings
- cosbimb61.1Purpose (of drawing):
  Purpose (of drawing):
  
  • convey the design intent
  
  • coordination
  
  • discipline specific
  
  • interdisciplinary coordination
  
  • obtain consents
  
  • procurement
  
  • contract
  
  • production
  
  • record
  
  • presentation
  
  • analysis
  
  • factory manufacture
  
  • site installation
  
  • sub-contract & specialist details
- cosbimb61.1 cosbimb61.2 cosbimb53.3Project Stage:
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosbimb61.1 cosbimb61.2Methods and media:
  Methods and media:
  
  • manual
  
  • electronic
- cosbimb61.1Drawing conventions:
  Drawing conventions:
  
  • detailing standards
  
  • codes of practice
  
  • current industry practice
  
  • methods of coordination
- cosbimb61.1Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
- cosbimb61.1Checks and approvals:
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • checks and approvals
  
  • technical content
  
  • completeness
  
  • co-ordination
  
  • non-duplication
  
  • referencing
  
  • cross-referencing and correlation with associated information and documents
  
  • conflict and clash detection
  
  • spelling, grammar and punctuation
  
  • status
  
  • positioning
  
  • shape
  
  • dimensions
  
  • tolerances
  
  • composition
  
  • fixing
  
  • annotation
  
  • symbols and conventions
  
  • interoperability
  
  • coordination
  
  • revision control
evaluate the required resources against the technical and production factors,, including appraising feedback and evidence from previous use
cosbimd21.1 evaluate the required resources against the technical and production factors,, including appraising feedback and evidence from previous use
context
- cosbimd21.1 cosbimd21.2Project information:
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.1Resources:
  Resources:
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • Common Data Environment (CDE)
  
  • land
  
  • construction materials, products and systems
  
  • building services installations
  
  • construction plant and equipment
  
  • site facilities and ancillary site services
- cosbimd21.1Work methods:
  Work methods:
  
  • sequencing and integration of work operations
  
  • organisation of resources (people, plant, materials, finance)
  
  • management of information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • physical
  
  • construction and installation techniques
  
  • temporary works
  
  • prefabrication and standardisation (volumetric pods, panelised hybrid)
  
  • working conditions (health, safety and welfare)
  
  • new materials and technologies
  
  • use and properties of low energy materials
  
  • use and properties of recyclates
- cosbimd21.1Identify:
  Identify:
  
  • review of specified development requirements
  
  • standard lists and procedures
  
  • investigative and market research
- cosbimd21.1Technical:
  Technical:
  
  • project type
  
  • purpose
  
  • client, user and community expectations, options and preferences
  
  • site and location
  
  • durability/obsolescence
  
  • scale
  
  • occupancy
  
  • legal and regulatory constraints
  
  • flexibility and adaptability
  
  • adjacent site conditions
  
  • surrounding environment
  
  • specified technical performance standards
  
  • available and projected technology
  
  • health and safety
  
  • quality
  
  • cost including whole-life costs
  
  • security
  
  • certification & accreditation of products & build systems
  
  • low carbon
  
  • alternative energy sources
  
  • energy usage and efficiency
  
  • embodied carbon
  
  • life cycle assessment and costing (raw material extraction, transport, manufacture, use and disposal)
  
  • environmental impact
  
  • sustainability
- cosbimd21.1Production:
  Production:
  
  • planning and coordinating construction processes (including lean construction)
  
  • pre-fabrication and off-site manufacture
  
  • degree of inter-connectedness between building components (e.g. bathroom & kitchen pods)
  
  • buildability and on-site activity (remove inefficiency - design out waste, materials recovery and reuse)
  
  • ease of maintenance
  
  • costs and availability of replacement parts (including any bespoke components and ease of installation)
  
  • service support
  
  • skills needs
  
  • costs and availability of labour “ ease with which local trades could undertake repairs/alterations, or the need to employ manufacturerapproved contractors
  
  • advice of experts, including experienced craftspeople and suppliers
- cosbimd21.1Viability:
  Viability:
  
  • certification and accreditation
  
  • potential impact on programming, processes and site workforce
  
  • compliance with regulations
  
  • compliance with industry recognised standards
  
  • new legislation and standards and options for compliance
  
  • benefits and disadvantages
negotiate with stakeholders where the objectives are perceived to be a barrier to the future use of, and work on, buildings and structures
cosbime43.1 negotiate with stakeholders where the objectives are perceived to be a barrier to the future use of, and work on, buildings and structures
context
- cosbime43.1Objectives and approach: conservation restoration preservation refurbishment maintenance work consolidation (prevention of deterioration) protective measures (temporary & permanent) reparation repair retrofit/eco upgrade scheduled preventative unscheduled corrective change of use emergency maintenance emergency planning
  Objectives and approach:
  
  • conservation
  
  • restoration
  
  • preservation
  
  • refurbishment
  
  • maintenance work
  
  • consolidation (prevention of deterioration) protective measures (temporary & permanent)
  
  • reparation
  
  • repair
  
  • retrofit/eco upgrade
  
  • scheduled preventative
  
  • unscheduled corrective
  
  • change of use
  
  • emergency maintenance
  
  • emergency planning
- cosbime43.1 cosbime43.2Assets
  Assets
  
  • individual buildings
  
  • ensemble (e.g. linear feature, canal/railway)
  
  • garden, designed or other cultural landscape (e.g. battlefield)
  
  • Conservation Area
  
  • list of Scheduled property
  
  • fabric
  
  • materials
  
  • furnishings
  
  • fittings
  
  • furbishings & furnishes
  
  • system & service installation
  
  • archaeology
  
  • evidential, historical, aesthetic, communal locations (including intangible assets)
  
  • mechanical & electrical heating, ventilation, power & light, telecommunications, special services & equipment
  
  • energy management & smart metering
  
  • water and waste
  
  • utilities (gas, water, electric, drainage & district heating)
  
  • movement of goods and people
  
  • settings & surroundings (archaeology, external works, landscaping)
  
  • access (public, private & emergency)
  
  • highways (dual carriageway, single carriageway, carriageway with footway, traffic control)
- cosbime43.1Information:
  Information:
  
  • drawings
  
  • records of document approval and revisions
  
  • building log books
  
  • BIM as-constructed models and associated graphical and non-graphical data files
  
  • energy use
  
  • estate terriers
  
  • caution records
  
  • historical records
  
  • surveys
  
  • business plans
  
  • user requirements
  
  • water use
  
  • energy generated
  
  • ecology information
  
  • health and safety
  
  • asset tagging
- cosbime43.1Influencing factors:
  Influencing factors:
  
  • client, user & community requirements
  
  • physical state
  
  • condition
  
  • archaeology
  
  • organisational requirements
  
  • contractual requirements
  
  • statutory requirements
  
  • resource requirements
  
  • costs & availability of replacement parts
  
  • materials identification and sourcing
  
  • costs & availability of labour & skills - ease with which trades could undertake repairs/alterations, or the need to employ manufacturerapproved/specialist contractors
  
  • working requirements
  
  • environmental considerations (including low carbon, energy efficiency, water use, climate change)
  
  • ecology
  
  • cultural value
  
  • impact of modern technologies and repair methods on traditional buildings, structures, elements & materials
  
  • incompatibility of materials and their use
  
  • health, safety and welfare requirements
  
  • security
- cosbime43.1Work activities:
  Work activities:
  
  • pre-planned programmes
  
  • tendered works
  
  • responsive works
  
  • cost estimated works
  
  • conservation/restoration works
- cosbime43.1Guidance material:
  Guidance material:
  
  • owners manuals
  
  • log books
  
  • maintenance schedules
  
  • codes of practice, guides and specifications
  
  • statutory, legislative and policy frameworks
  
  • archive records
- cosbime43.1Assess:
  Assess:
  
  • BIM models and graphical and non graphical data files
  
  • cost benefit analysis
  
  • life cycle costing (including discounted rate)
  
  • value engineering
- cosbime43.1asset significance
  asset significance
- cosbime43.1Changing circumstances:
  Changing circumstances:
  
  • susceptibility to damage
  
  ‐ safety requirements
  
  ‐ need to inhibit and respond to deterioration
  
  ‐ compromised operational effectiveness
  
  ‐ weather conditions
  
  ‐ use/change of use
  
  ‐ meeting current legislation
  
  ‐ Resources
  
  ‐ fire
  
  ‐ theft
  
  ‐ vandalism
  
  ‐ pollution
  
  ‐ economic, planning & social pressures
  
  ‐ seasonal maintenance
  
  ‐ flood repairs
  
  ‐ emergency repairs
  
  ‐ traffic maintenance (signing, lighting & guarding)
prepare plans and programmes of work activities and negotiate and agree them with decision makers
cosbime43.1 prepare plans and programmes of work activities and negotiate and agree them with decision makers
context
- cosbime43.1Objectives and approach: conservation restoration preservation refurbishment maintenance work consolidation (prevention of deterioration) protective measures (temporary & permanent) reparation repair retrofit/eco upgrade scheduled preventative unscheduled corrective change of use emergency maintenance emergency planning
  Objectives and approach:
  
  • conservation
  
  • restoration
  
  • preservation
  
  • refurbishment
  
  • maintenance work
  
  • consolidation (prevention of deterioration) protective measures (temporary & permanent)
  
  • reparation
  
  • repair
  
  • retrofit/eco upgrade
  
  • scheduled preventative
  
  • unscheduled corrective
  
  • change of use
  
  • emergency maintenance
  
  • emergency planning
- cosbime43.1 cosbime43.2Assets
  Assets
  
  • individual buildings
  
  • ensemble (e.g. linear feature, canal/railway)
  
  • garden, designed or other cultural landscape (e.g. battlefield)
  
  • Conservation Area
  
  • list of Scheduled property
  
  • fabric
  
  • materials
  
  • furnishings
  
  • fittings
  
  • furbishings & furnishes
  
  • system & service installation
  
  • archaeology
  
  • evidential, historical, aesthetic, communal locations (including intangible assets)
  
  • mechanical & electrical heating, ventilation, power & light, telecommunications, special services & equipment
  
  • energy management & smart metering
  
  • water and waste
  
  • utilities (gas, water, electric, drainage & district heating)
  
  • movement of goods and people
  
  • settings & surroundings (archaeology, external works, landscaping)
  
  • access (public, private & emergency)
  
  • highways (dual carriageway, single carriageway, carriageway with footway, traffic control)
- cosbime43.1Information:
  Information:
  
  • drawings
  
  • records of document approval and revisions
  
  • building log books
  
  • BIM as-constructed models and associated graphical and non-graphical data files
  
  • energy use
  
  • estate terriers
  
  • caution records
  
  • historical records
  
  • surveys
  
  • business plans
  
  • user requirements
  
  • water use
  
  • energy generated
  
  • ecology information
  
  • health and safety
  
  • asset tagging
- cosbime43.1Influencing factors:
  Influencing factors:
  
  • client, user & community requirements
  
  • physical state
  
  • condition
  
  • archaeology
  
  • organisational requirements
  
  • contractual requirements
  
  • statutory requirements
  
  • resource requirements
  
  • costs & availability of replacement parts
  
  • materials identification and sourcing
  
  • costs & availability of labour & skills - ease with which trades could undertake repairs/alterations, or the need to employ manufacturerapproved/specialist contractors
  
  • working requirements
  
  • environmental considerations (including low carbon, energy efficiency, water use, climate change)
  
  • ecology
  
  • cultural value
  
  • impact of modern technologies and repair methods on traditional buildings, structures, elements & materials
  
  • incompatibility of materials and their use
  
  • health, safety and welfare requirements
  
  • security
- cosbime43.1Work activities:
  Work activities:
  
  • pre-planned programmes
  
  • tendered works
  
  • responsive works
  
  • cost estimated works
  
  • conservation/restoration works
- cosbime43.1Guidance material:
  Guidance material:
  
  • owners manuals
  
  • log books
  
  • maintenance schedules
  
  • codes of practice, guides and specifications
  
  • statutory, legislative and policy frameworks
  
  • archive records
- cosbime43.1Assess:
  Assess:
  
  • BIM models and graphical and non graphical data files
  
  • cost benefit analysis
  
  • life cycle costing (including discounted rate)
  
  • value engineering
- cosbime43.1asset significance
  asset significance
- cosbime43.1Changing circumstances:
  Changing circumstances:
  
  • susceptibility to damage
  
  ‐ safety requirements
  
  ‐ need to inhibit and respond to deterioration
  
  ‐ compromised operational effectiveness
  
  ‐ weather conditions
  
  ‐ use/change of use
  
  ‐ meeting current legislation
  
  ‐ Resources
  
  ‐ fire
  
  ‐ theft
  
  ‐ vandalism
  
  ‐ pollution
  
  ‐ economic, planning & social pressures
  
  ‐ seasonal maintenance
  
  ‐ flood repairs
  
  ‐ emergency repairs
  
  ‐ traffic maintenance (signing, lighting & guarding)
amend priorities to take account of changing circumstances whilst retaining consistency with the influencing factors
cosbime43.1 amend priorities to take account of changing circumstances whilst retaining consistency with the influencing factors
context
- cosbime43.1Objectives and approach: conservation restoration preservation refurbishment maintenance work consolidation (prevention of deterioration) protective measures (temporary & permanent) reparation repair retrofit/eco upgrade scheduled preventative unscheduled corrective change of use emergency maintenance emergency planning
  Objectives and approach:
  
  • conservation
  
  • restoration
  
  • preservation
  
  • refurbishment
  
  • maintenance work
  
  • consolidation (prevention of deterioration) protective measures (temporary & permanent)
  
  • reparation
  
  • repair
  
  • retrofit/eco upgrade
  
  • scheduled preventative
  
  • unscheduled corrective
  
  • change of use
  
  • emergency maintenance
  
  • emergency planning
- cosbime43.1 cosbime43.2Assets
  Assets
  
  • individual buildings
  
  • ensemble (e.g. linear feature, canal/railway)
  
  • garden, designed or other cultural landscape (e.g. battlefield)
  
  • Conservation Area
  
  • list of Scheduled property
  
  • fabric
  
  • materials
  
  • furnishings
  
  • fittings
  
  • furbishings & furnishes
  
  • system & service installation
  
  • archaeology
  
  • evidential, historical, aesthetic, communal locations (including intangible assets)
  
  • mechanical & electrical heating, ventilation, power & light, telecommunications, special services & equipment
  
  • energy management & smart metering
  
  • water and waste
  
  • utilities (gas, water, electric, drainage & district heating)
  
  • movement of goods and people
  
  • settings & surroundings (archaeology, external works, landscaping)
  
  • access (public, private & emergency)
  
  • highways (dual carriageway, single carriageway, carriageway with footway, traffic control)
- cosbime43.1Information:
  Information:
  
  • drawings
  
  • records of document approval and revisions
  
  • building log books
  
  • BIM as-constructed models and associated graphical and non-graphical data files
  
  • energy use
  
  • estate terriers
  
  • caution records
  
  • historical records
  
  • surveys
  
  • business plans
  
  • user requirements
  
  • water use
  
  • energy generated
  
  • ecology information
  
  • health and safety
  
  • asset tagging
- cosbime43.1Influencing factors:
  Influencing factors:
  
  • client, user & community requirements
  
  • physical state
  
  • condition
  
  • archaeology
  
  • organisational requirements
  
  • contractual requirements
  
  • statutory requirements
  
  • resource requirements
  
  • costs & availability of replacement parts
  
  • materials identification and sourcing
  
  • costs & availability of labour & skills - ease with which trades could undertake repairs/alterations, or the need to employ manufacturerapproved/specialist contractors
  
  • working requirements
  
  • environmental considerations (including low carbon, energy efficiency, water use, climate change)
  
  • ecology
  
  • cultural value
  
  • impact of modern technologies and repair methods on traditional buildings, structures, elements & materials
  
  • incompatibility of materials and their use
  
  • health, safety and welfare requirements
  
  • security
- cosbime43.1Work activities:
  Work activities:
  
  • pre-planned programmes
  
  • tendered works
  
  • responsive works
  
  • cost estimated works
  
  • conservation/restoration works
- cosbime43.1Guidance material:
  Guidance material:
  
  • owners manuals
  
  • log books
  
  • maintenance schedules
  
  • codes of practice, guides and specifications
  
  • statutory, legislative and policy frameworks
  
  • archive records
- cosbime43.1Assess:
  Assess:
  
  • BIM models and graphical and non graphical data files
  
  • cost benefit analysis
  
  • life cycle costing (including discounted rate)
  
  • value engineering
- cosbime43.1asset significance
  asset significance
- cosbime43.1Changing circumstances:
  Changing circumstances:
  
  • susceptibility to damage
  
  ‐ safety requirements
  
  ‐ need to inhibit and respond to deterioration
  
  ‐ compromised operational effectiveness
  
  ‐ weather conditions
  
  ‐ use/change of use
  
  ‐ meeting current legislation
  
  ‐ Resources
  
  ‐ fire
  
  ‐ theft
  
  ‐ vandalism
  
  ‐ pollution
  
  ‐ economic, planning & social pressures
  
  ‐ seasonal maintenance
  
  ‐ flood repairs
  
  ‐ emergency repairs
  
  ‐ traffic maintenance (signing, lighting & guarding)

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